iSHARES TRUST - SUSA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,616,069 | 225,191 | 0.02% | 0.01% | 1 | +174,186 | 12.08% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,095,774 | 152,690 | 0.08% | 0.09% | 2 | +31,842 | 2.99% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Reduced | 1,011,602 | 140,961 | 0.01% | 0.01% | 3 | -29,047 | -2.79% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 633,422 | 88,263 | 0.01% | — | 4 | +633,422 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 606,469 | 84,508 | 0.03% | 0.01% | 5 | +426,490 | 236.97% | Q4 2025 | Feb 18, 2026 |
| SPINNAKER TRUST | History | Reduced | 585,818 | 81,630 | 4.37% | 4.43% | 6 | -3,202 | -0.54% | Q4 2025 | Feb 10, 2026 |
| M&T BANK CORP | History | Reduced | 520,920 | 72,587 | 0.23% | 0.24% | 7 | -1,436 | -0.27% | Q4 2025 | Jan 30, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 514,454 | 71,686 | 6.88% | 7.08% | 8 | -3,161 | -0.61% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 501,158 | 69,833 | 0.0% | 0.0% | 9 | +794 | 0.16% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 484,077 | 67,475 | 0.02% | 0.02% | 10 | -9,380 | -1.9% | Q4 2025 | Feb 17, 2026 |
| Acorns Advisers, LLC | History | Added to | 438,708 | 61,132 | 0.46% | 0.47% | 11 | +2,204 | 0.5% | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 411,005 | 57,271 | 1.14% | 1.13% | 12 | -7,319 | -1.75% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 408,695 | 56,949 | 0.0% | 0.0% | 13 | -2,268 | -0.55% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 378,889 | 52,796 | 0.01% | 0.01% | 14 | +15,526 | 4.27% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 375,764 | 52,360 | 0.01% | 0.01% | 15 | -76,268 | -16.87% | Q4 2025 | Jan 29, 2026 |
| Align Financial, LLC | History | New | 43,754 | 43,754 | 0.03% | — | 16 | +43,754 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 308,016 | 42,920 | 0.01% | 0.01% | 17 | +13,497 | 4.58% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 305,852 | 42,618 | 0.06% | 0.07% | 18 | +7,640 | 2.56% | Q4 2025 | Feb 18, 2026 |
| Shira Ridge Wealth Management | History | Added to | 289,514 | 40,342 | 16.21% | 16.39% | 19 | +4,750 | 1.67% | Q4 2025 | Jan 12, 2026 |
| Betterment LLC | History | Reduced | 287,687 | 40,089 | 0.08% | 0.08% | 20 | -8,480 | -2.86% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 236,382 | 32,938 | 0.01% | 0.01% | 21 | -6,623 | -2.73% | Q4 2025 | Feb 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 184,773 | 25,747 | 0.04% | 0.04% | 22 | +2,941 | 1.62% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 180,072 | 25,105 | 0.03% | 0.03% | 23 | +9,782 | 5.74% | Q4 2025 | Feb 13, 2026 |
| HM PAYSON & CO | History | Added to | 177,572 | 24,743 | 0.35% | 0.32% | 24 | +15,586 | 9.62% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 133,587 | 18,614 | 0.02% | 0.03% | 25 | -35,114 | -20.81% | Q4 2025 | Feb 02, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 127,716 | 17,796 | 0.59% | 0.64% | 26 | -2,330 | -1.79% | Q4 2025 | Feb 11, 2026 |
| Stewardship Advisors, LLC | History | Added to | 112,068 | 15,616 | 3.61% | 2.81% | 27 | +24,553 | 28.06% | Q4 2025 | Jan 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 111,724 | 15,568 | 0.02% | 0.03% | 28 | -50,256 | -31.03% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Reduced | 100,874 | 14,056 | 0.23% | 0.28% | 29 | -1,087 | -1.07% | Q4 2025 | Mar 12, 2026 |
| Farrow Financial, Inc. | History | Reduced | 98,007 | 13,656 | 7.85% | 7.74% | 30 | -269 | -0.27% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Added to | 96,203 | 13,405 | 0.01% | 0.01% | 31 | +2,454 | 2.62% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 93,161 | 13,199 | 0.02% | 0.02% | 32 | -1,974 | -2.07% | Q4 2025 | Jan 08, 2026 |
| Quent Capital, LLC | History | Reduced | 91,685 | 12,775 | 0.92% | 1.06% | 33 | -1,484 | -1.59% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 83,737 | 11,668 | 0.01% | 0.01% | 34 | -4,871 | -5.5% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 76,754 | 10,695 | 0.01% | 0.01% | 35 | -1,938 | -2.46% | Q4 2025 | Jan 30, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 71,996 | 10,032 | 0.77% | 0.79% | 36 | -1,929 | -2.61% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 66,182 | 9,222 | 0.01% | 0.01% | 37 | -666 | -1.0% | Q4 2025 | Feb 10, 2026 |
| eCIO, Inc. | History | Reduced | 66,030 | 9,200 | 4.28% | 3.35% | 38 | -192 | -0.29% | Q4 2025 | Jan 20, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 63,410 | 8,835 | 0.0% | 0.0% | 39 | -369 | -0.58% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 59,318 | 8,265 | 0.03% | 0.04% | 40 | +176 | 0.3% | Q4 2025 | Feb 18, 2026 |
| REGIONS FINANCIAL CORP | History | New | 57,611 | 8,027 | 0.05% | — | 41 | +57,611 | New | Q4 2025 | Jan 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 54,325 | 7,569 | 0.03% | 0.03% | 42 | +555 | 1.03% | Q4 2025 | Jan 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 53,547 | 7,461 | 0.0% | 0.0% | 43 | +3,873 | 7.8% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 52,297 | 7,287 | 0.1% | 0.1% | 44 | +2,919 | 5.91% | Q4 2025 | Feb 17, 2026 |
| Corundum Group, Inc. | History | Reduced | 51,082 | 7,118 | 2.39% | 3.51% | 45 | -11,896 | -18.89% | Q4 2025 | Jan 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 50,732 | 7,073 | 0.01% | 0.01% | 46 | +3,215 | 6.77% | Q4 2025 | Feb 17, 2026 |
| Accredited Investors Inc. | History | Reduced | 50,696 | 7,064 | 0.38% | 0.43% | 47 | -5,939 | -10.49% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Added to | 48,304 | 6,730 | 0.0% | 0.0% | 48 | +8,419 | 21.11% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 48,181 | 6,714 | 0.02% | 0.02% | 49 | -514 | -1.06% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 46,409 | 6,467 | 0.01% | 0.02% | 50 | -724 | -1.54% | Q4 2025 | Feb 11, 2026 |
| Destination Wealth Management | History | Added to | 44,350 | 6,180 | 0.16% | 0.16% | 51 | +731 | 1.68% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 43,867 | 6,112 | 0.01% | 0.02% | 52 | +66 | 0.15% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 42,691 | 5,948 | 0.04% | 0.04% | 53 | -336 | -0.78% | Q4 2025 | Jan 29, 2026 |
| Glenview Trust Co | History | No change | 42,500 | 5,922 | 0.09% | 0.09% | 54 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ASPIRIANT, LLC | History | Added to | 42,007 | 5,853 | 0.17% | 0.03% | 55 | +35,139 | 511.63% | Q4 2025 | Jan 20, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 41,964 | 5,847 | 2.94% | 3.03% | 56 | -937 | -2.18% | Q4 2025 | Jan 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 40,269 | 5,611 | 0.01% | 0.0% | 57 | +29,349 | 268.76% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 39,240 | 5,467 | 0.01% | 0.01% | 58 | +5,057 | 14.79% | Q4 2025 | Mar 16, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 39,164 | 5,457 | 1.24% | 1.39% | 59 | -2,969 | -7.05% | Q4 2025 | Jan 26, 2026 |
| BROWN ADVISORY INC | History | Added to | 38,289 | 5,335 | 0.01% | 0.0% | 60 | +32,536 | 565.55% | Q4 2025 | Feb 13, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 37,505 | 5,320 | 1.72% | 1.72% | 61 | +112 | 0.3% | Q4 2025 | Jan 22, 2026 |
| Granite Investment Partners, LLC | History | New | 36,688 | 5,112 | 0.3% | — | 62 | +36,688 | New | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 35,471 | 4,942 | 0.1% | 0.03% | 63 | +26,056 | 276.75% | Q4 2025 | Feb 03, 2026 |
| Brookstone Capital Management | History | Added to | 35,108 | 4,892 | 0.06% | 0.05% | 64 | +2,027 | 6.13% | Q4 2025 | Jan 15, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 34,679 | 4,832 | 1.49% | 1.49% | 65 | -116 | -0.33% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 34,641 | 4,827 | 0.01% | 0.01% | 66 | +5,063 | 17.12% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 33,269 | 4,635 | 0.0% | 0.0% | 67 | +3,362 | 11.24% | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 33,207 | 4,627 | 0.27% | 0.24% | 68 | +15,516 | 87.71% | Q4 2025 | Jan 29, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 32,954 | 4,591 | 0.36% | 0.39% | 69 | -1,116 | -3.28% | Q4 2025 | Jan 08, 2026 |
| Garde Capital, Inc. | History | Added to | 32,252 | 4,494 | 0.27% | 0.21% | 70 | +594 | 1.88% | Q4 2025 | Feb 10, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 32,162 | 4,481 | 0.11% | 0.1% | 71 | +1,074 | 3.45% | Q4 2025 | Feb 03, 2026 |
| BigSur Wealth Management LLC | History | No change | 32,000 | 4,459 | 1.08% | 1.06% | 72 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Pathstone Holdings, LLC | History | New | 31,723 | 4,420 | 0.02% | — | 73 | +31,723 | New | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 30,799 | 4,291 | 0.08% | 0.08% | 74 | +809 | 2.7% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 30,483 | 4,247 | 0.09% | 0.63% | 75 | +3,419 | 12.63% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 29,897 | 4,166 | 0.14% | 0.14% | 76 | -501 | -1.65% | Q4 2025 | Feb 17, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 29,801 | 4,152 | 0.75% | 0.06% | 77 | -216 | -0.72% | Q4 2025 | Mar 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 29,558 | 4,118 | 0.11% | 0.14% | 78 | -4,047 | -12.04% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 29,144 | 4,061 | 0.0% | 0.0% | 79 | +29 | 0.1% | Q4 2025 | Feb 13, 2026 |
| Long Run Wealth Advisors, LLC | History | Reduced | 28,940 | 4,032 | 0.76% | 0.77% | 80 | -6 | -0.02% | Q4 2025 | Feb 02, 2026 |
| NorthRock Partners, LLC | History | Added to | 26,848 | 3,741 | 0.06% | 0.04% | 81 | +8,647 | 47.51% | Q4 2025 | Feb 17, 2026 |
| CPC Advisors, LLC | History | Added to | 25,063 | 3,492 | 0.35% | 0.36% | 82 | +243 | 0.98% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | Added to | 24,701 | 3,439 | 0.0% | 0.0% | 83 | +3,097 | 14.34% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 24,634 | 3,432 | 0.01% | 0.02% | 84 | -163 | -0.66% | Q4 2025 | Feb 13, 2026 |
| Simmons Bank | History | Reduced | 23,930 | 3,334 | 0.22% | 0.22% | 85 | -203 | -0.84% | Q4 2025 | Feb 05, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 23,860 | 3,324 | 0.34% | 0.38% | 86 | -2,490 | -9.45% | Q4 2025 | Jan 20, 2026 |
| VERITY Wealth Advisors | History | No change | 23,554 | 3,282 | 2.04% | 2.02% | 87 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BAILARD, INC. | History | Added to | 23,439 | 3,266 | 0.07% | 0.07% | 88 | +370 | 1.6% | Q4 2025 | Feb 04, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 23,055 | 3,212 | 0.03% | 0.04% | 89 | -2,349 | -9.25% | Q4 2025 | Feb 13, 2026 |
| Financially in Tune, LLC | History | New | 23,034 | 3,209 | 3.0% | — | 90 | +23,034 | New | Q4 2025 | Feb 27, 2026 |
| Ledyard National Bank | History | Reduced | 22,631 | 3,153 | 0.27% | 0.28% | 91 | -406 | -1.76% | Q4 2025 | Jan 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 22,516 | 3,137 | 0.0% | 0.0% | 92 | -11,141 | -33.1% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 21,860 | 3,046 | 0.02% | 0.02% | 93 | -5,991 | -21.51% | Q4 2025 | Feb 12, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 21,455 | 2,989 | 0.28% | 0.28% | 94 | -342 | -1.57% | Q4 2025 | Feb 10, 2026 |
| CGN Advisors LLC | History | Reduced | 21,142 | 2,946 | 0.23% | 0.24% | 95 | -73 | -0.34% | Q4 2025 | Jan 05, 2026 |
| &PARTNERS | History | Reduced | 21,095 | 2,939 | 0.02% | 0.02% | 96 | -2,533 | -10.72% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 20,207 | 2,815 | 0.02% | 0.02% | 97 | +123 | 0.61% | Q4 2025 | Jan 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 20,189 | 2,813 | 0.13% | 0.14% | 98 | +1,059 | 5.54% | Q4 2025 | Jan 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 19,693 | 2,790 | 0.06% | 0.05% | 99 | +1,077 | 5.79% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Added to | 19,999 | 2,786 | 0.01% | 0.01% | 100 | +259 | 1.31% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 19,865 | 2,768 | 0.01% | 0.01% | 101 | -16 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Reduced | 19,741 | 2,750 | 0.04% | 0.04% | 102 | -700 | -3.42% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 19,720 | 2,747 | 0.01% | — | 103 | +19,720 | New | Q4 2025 | Feb 05, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 19,229 | 2,679 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Asset Dedication, LLC | History | Added to | 18,820 | 2,622 | 0.17% | 0.17% | 105 | +560 | 3.07% | Q4 2025 | Jan 26, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 18,466 | 2,573 | 1.64% | 1.55% | 106 | +887 | 5.05% | Q4 2025 | Feb 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 18,464 | 2,572 | 0.01% | 0.01% | 107 | -120 | -0.65% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | No change | 18,280 | 2,547 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 17,322 | 2,414 | 0.01% | 0.01% | 109 | -1,711 | -8.99% | Q4 2025 | Jan 26, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 16,746 | 2,333 | 0.95% | 2.73% | 110 | -33,574 | -66.72% | Q4 2025 | Jan 26, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 16,263 | 2,266 | 0.28% | 0.29% | 111 | -794 | -4.65% | Q4 2025 | Feb 02, 2026 |
| Corient Private Wealth LLC | History | Added to | 16,146 | 2,250 | 0.0% | 0.0% | 112 | +320 | 2.02% | Q4 2025 | Mar 09, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 16,066 | 2,238 | 0.12% | 0.12% | 113 | -66 | -0.41% | Q4 2025 | Feb 05, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 15,969 | 2,225 | 0.19% | 0.18% | 114 | +1,135 | 7.65% | Q4 2025 | Feb 12, 2026 |
| GoalVest Advisory LLC | History | Added to | 15,629 | 2,177 | 0.42% | 0.41% | 115 | +1,506 | 10.66% | Q4 2025 | Jan 05, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 15,140 | 2,139 | 0.05% | 0.05% | 116 | +624 | 4.3% | Q4 2025 | Jan 28, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 14,656 | 2,042 | 0.15% | 0.15% | 117 | -75 | -0.51% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 14,522 | 2,023 | 0.02% | 0.02% | 118 | -200 | -1.36% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 14,450 | 2,013 | 0.0% | 0.0% | 119 | +1,910 | 15.23% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 14,393 | 2,005 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| First Pacific Financial | History | Added to | 14,075 | 1,961 | 0.26% | 0.26% | 121 | +18 | 0.13% | Q4 2025 | Jan 16, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 14,021 | 1,958 | 1.77% | 1.82% | 122 | -414 | -2.87% | Q4 2025 | Jan 13, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 14,025 | 1,954 | 0.1% | 0.12% | 123 | -1,691 | -10.76% | Q4 2025 | Feb 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 13,974 | 1,947 | 0.04% | 0.05% | 124 | -36 | -0.26% | Q4 2025 | Jan 27, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 13,961 | 1,945 | 0.0% | 0.0% | 125 | -328 | -2.3% | Q4 2025 | Feb 11, 2026 |
| Trust Co | History | Reduced | 13,800 | 1,922 | 0.18% | 0.19% | 126 | -22 | -0.16% | Q4 2025 | Jan 15, 2026 |
| Evercore Wealth Management, LLC | History | No change | 13,512 | 1,882 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 13,479 | 1,878 | 0.01% | 0.0% | 128 | +12,861 | 2081.07% | Q4 2025 | Jan 26, 2026 |
| Ellevest, Inc. | History | Added to | 13,365 | 1,862 | 0.26% | 0.26% | 129 | +18 | 0.13% | Q4 2025 | Feb 10, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 13,219 | 1,842 | 0.66% | 0.7% | 130 | -152 | -1.14% | Q4 2025 | Jan 30, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 13,113 | 1,827 | 0.44% | 0.43% | 131 | +243 | 1.89% | Q4 2025 | Feb 11, 2026 |
| M Holdings Securities, Inc. | History | New | 12,970 | 1,807 | 0.13% | — | 132 | +12,970 | New | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 12,868 | 1,793 | 0.02% | 0.05% | 133 | -6,434 | -33.33% | Q4 2025 | Feb 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 12,631 | 1,760 | 0.01% | 0.01% | 134 | -3,510 | -21.75% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Added to | 12,614 | 1,757 | 0.02% | 0.02% | 135 | +700 | 5.88% | Q4 2025 | Feb 09, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 12,397 | 1,750 | 0.66% | 0.72% | 136 | -633 | -4.86% | Q4 2025 | Jan 23, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 12,408 | 1,728 | 0.31% | 0.33% | 137 | -665 | -5.09% | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 12,316 | 1,716 | 0.04% | 0.04% | 138 | +373 | 3.12% | Q4 2025 | Feb 10, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 12,306 | 1,714 | 0.15% | 0.15% | 139 | +37 | 0.3% | Q4 2025 | Jan 21, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 12,073 | 1,682 | 0.09% | 0.1% | 140 | -52 | -0.43% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 11,817 | 1,646 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 11,775 | 1,640 | 0.05% | 0.05% | 142 | -465 | -3.8% | Q4 2025 | Feb 05, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 11,719 | 1,632 | 0.64% | 0.69% | 143 | -911 | -7.21% | Q4 2025 | Jan 28, 2026 |
| Addison Advisors LLC | History | Reduced | 11,643 | 1,622 | 0.36% | 0.38% | 144 | -569 | -4.66% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 11,439 | 1,593 | 0.0% | 0.0% | 145 | -44 | -0.38% | Q4 2025 | Feb 11, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 11,156 | 1,554 | 0.44% | 0.47% | 146 | -310 | -2.7% | Q4 2025 | Jan 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,842 | 1,510 | 0.01% | 0.01% | 147 | +411 | 3.94% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 10,734 | 1,495 | 0.01% | 0.01% | 148 | +725 | 7.24% | Q4 2025 | Feb 18, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | No change | 10,507 | 1,464 | 0.57% | 0.56% | 149 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 10,258 | 1,429 | 0.05% | 0.04% | 150 | +1,087 | 11.85% | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 10,079 | 1,404 | 0.24% | 0.23% | 151 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CHOREO, LLC | History | No change | 9,971 | 1,401 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WHI TRUST Co LLC | History | New | 10,000 | 1,393 | 1.07% | — | 153 | +10,000 | New | Q4 2025 | Feb 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 9,986 | 1,391 | 0.08% | — | 154 | +9,986 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 9,845 | 1,371 | 0.01% | 0.01% | 155 | +3,969 | 67.55% | Q4 2025 | Feb 17, 2026 |
| Members Trust Co | History | No change | 9,742 | 1,357 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Portland Global Advisors LLC | History | No change | 9,680 | 1,348 | 0.14% | 0.15% | 157 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | No change | 9,620 | 1,340 | 0.64% | 0.58% | 158 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 9,472 | 1,319 | 0.24% | 0.23% | 159 | +24 | 0.25% | Q4 2025 | Jan 16, 2026 |
| Berman McAleer LLC | History | Added to | 9,339 | 1,301 | 0.18% | 0.18% | 160 | +92 | 0.99% | Q4 2025 | Feb 05, 2026 |
| Lido Advisors, LLC | History | New | 9,110 | 1,266 | 0.0% | — | 161 | +9,110 | New | Q4 2025 | Feb 10, 2026 |
| DSM CAPITAL PARTNERS LLC | History | New | 8,775 | 1,222 | 0.02% | — | 162 | +8,775 | New | Q4 2025 | Feb 12, 2026 |
| Evergreen Wealth Partners LLC | History | New | 8,755 | 1,219 | 1.03% | — | 163 | +8,755 | New | Q4 2025 | Feb 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,717 | 1,214 | 0.03% | 0.03% | 164 | +18 | 0.21% | Q4 2025 | Feb 17, 2026 |
| Ryan Investment Management, Inc. | History | Reduced | 8,710 | 1,213 | 0.67% | 0.94% | 165 | -3,793 | -30.34% | Q4 2025 | Jan 12, 2026 |
| TFC Financial Management, Inc. | History | No change | 8,690 | 1,210 | 0.15% | 0.15% | 166 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 8,668 | 1,207 | 0.0% | 0.01% | 167 | -1,855 | -17.63% | Q4 2025 | Feb 12, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 8,621 | 1,201 | 0.17% | 0.18% | 168 | -126 | -1.44% | Q4 2025 | Jan 23, 2026 |
| SK Wealth Management, LLC | History | Added to | 8,422 | 1,194 | 0.33% | 0.36% | 169 | +1,391 | 19.78% | Q4 2025 | Jan 30, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 8,555 | 1,192 | 0.97% | 1.04% | 170 | -525 | -5.78% | Q4 2025 | Feb 03, 2026 |
| Round Rock Advisors LLC | History | Reduced | 8,527 | 1,188 | 0.18% | 0.19% | 171 | -89 | -1.03% | Q4 2025 | Jan 27, 2026 |
| GLENMEDE TRUST CO NA | History | New | 8,514 | 1,186 | 0.01% | — | 172 | +8,514 | New | Q4 2025 | Feb 17, 2026 |
| WESBANCO BANK INC | History | Reduced | 8,508 | 1,185 | 0.03% | 0.03% | 173 | -367 | -4.14% | Q4 2025 | Feb 03, 2026 |
| PRENTISS SMITH & CO INC | History | Added to | 8,384 | 1,168 | 0.7% | 0.64% | 174 | +6 | 0.07% | Q4 2025 | Jan 29, 2026 |
| Haverford Trust Co | History | No change | 8,380 | 1,167 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Destiny Capital Corp/CO | History | No change | 8,350 | 1,163 | 0.6% | 0.62% | 176 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,263 | 1,151 | 0.02% | 0.02% | 177 | +6 | 0.07% | Q4 2025 | Feb 02, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | New | 8,260 | 1,150 | 0.02% | — | 178 | +8,260 | New | Q4 2025 | Jan 13, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 8,240 | 1,148 | 0.15% | 0.15% | 179 | +1 | 0.01% | Q4 2025 | Jan 16, 2026 |
| Coastline Trust Co | History | Reduced | 7,877 | 1,097 | 0.1% | 0.12% | 180 | -112 | -1.4% | Q4 2025 | Jan 05, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 7,823 | 1,090 | 0.02% | 0.02% | 181 | -912 | -10.44% | Q4 2025 | Feb 13, 2026 |
| Moment Partners, LLC | History | Reduced | 7,803 | 1,087 | 0.22% | 0.19% | 182 | -62 | -0.79% | Q4 2025 | Feb 10, 2026 |
| Midwest Trust Co | History | Added to | 7,724 | 1,076 | 0.01% | 0.01% | 183 | +546 | 7.61% | Q4 2025 | Feb 04, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 7,721 | 1,075 | 0.94% | — | 184 | +7,721 | New | Q4 2025 | Feb 18, 2026 |
| NEPC LLC | History | No change | 7,646 | 1,065 | 0.02% | 0.03% | 185 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Finley Financial, LLC | History | No change | 7,610 | 1,060 | 0.49% | 0.48% | 186 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 7,539 | 1,050 | 0.09% | 0.09% | 187 | +12 | 0.16% | Q4 2025 | Jan 27, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 7,476 | 1,041 | 0.03% | 0.03% | 188 | -3 | -0.04% | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 7,336 | 1,022 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 7,280 | 1,014 | 0.01% | 0.01% | 190 | +3 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Citrine Capital LLC | History | No change | 7,250 | 1,010 | 0.47% | 0.46% | 191 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Smart Portfolios, LLC | History | Reduced | 7,233 | 1,007 | 1.0% | 0.95% | 192 | -60 | -0.82% | Q4 2025 | Jan 30, 2026 |
| Wealthspire Advisors, LLC | History | No change | 7,176 | 999 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 7,169 | 998 | 0.03% | 0.03% | 194 | -29 | -0.4% | Q4 2025 | Feb 11, 2026 |
| Legacy Edge Advisors, LLC | History | New | 7,156 | 997 | 0.11% | — | 195 | +7,156 | New | Q4 2025 | Feb 02, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 7,146 | 995 | 0.19% | 0.2% | 196 | -440 | -5.8% | Q4 2025 | Jan 23, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 7,131 | 993 | 0.01% | 0.01% | 197 | +24 | 0.34% | Q4 2025 | Feb 09, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 7,052 | 982 | 0.09% | 0.09% | 198 | +18 | 0.26% | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 7,033 | 980 | 0.05% | 0.01% | 199 | +5,242 | 292.69% | Q4 2025 | Mar 04, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 2,906 | 963 | 0.57% | 0.59% | 200 | -1,604 | -35.57% | Q4 2025 | Jan 13, 2026 |
| JNBA Financial Advisors | History | Added to | 6,759 | 941 | 0.08% | 0.08% | 201 | +51 | 0.76% | Q4 2025 | Jan 26, 2026 |
| Apella Capital, LLC | History | New | 6,590 | 918 | 0.02% | — | 202 | +6,590 | New | Q4 2025 | Jan 21, 2026 |
| Westside Investment Management, Inc. | History | Added to | 6,541 | 911 | 0.15% | 0.14% | 203 | +5 | 0.08% | Q4 2025 | Jan 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 6,434 | 896 | 0.04% | 0.06% | 204 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WealthShield Partners, LLC | History | Reduced | 6,400 | 891 | 0.1% | 0.1% | 205 | -245 | -3.69% | Q4 2025 | Feb 03, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | New | 6,365 | 886 | 0.07% | — | 206 | +6,365 | New | Q4 2025 | Feb 09, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 6,300 | 877 | 0.01% | 0.01% | 207 | -1,575 | -20.0% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 6,292 | 876 | 0.0% | 0.0% | 208 | +9 | 0.14% | Q4 2025 | Jan 29, 2026 |
| Nautilus Advisors LLC | History | No change | 6,200 | 863 | 0.56% | 0.57% | 209 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 11,058 | 855 | 0.02% | 0.04% | 210 | -3,145 | -22.14% | Q4 2025 | Feb 11, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 6,094 | 849 | 0.07% | 0.07% | 211 | +49 | 0.81% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,045 | 842 | 0.01% | 0.01% | 212 | +63 | 1.05% | Q4 2025 | Jan 23, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | New | 6,000 | 836 | 0.24% | — | 213 | +6,000 | New | Q4 2025 | Feb 11, 2026 |
| Capital Investment Counsel, LLC | History | No change | 6,000 | 836 | 0.12% | 0.12% | 214 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hills Bank & Trust Co | History | No change | 5,939 | 827 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Well Done, LLC | History | No change | 5,905 | 822 | 0.12% | 0.14% | 216 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 5,878 | 819 | 0.12% | 0.12% | 217 | -90 | -1.51% | Q4 2025 | Feb 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 5,831 | 812 | 0.01% | 0.01% | 218 | -465 | -7.39% | Q4 2025 | Feb 09, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 5,811 | 809 | 0.2% | — | 219 | +5,811 | New | Q4 2025 | Jan 23, 2026 |
| Bank of New Hampshire | History | New | 5,790 | 806 | 0.18% | — | 220 | +5,790 | New | Q4 2025 | Mar 16, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 5,623 | 783 | 0.17% | 0.17% | 221 | +473 | 9.18% | Q4 2025 | Jan 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 5,577 | 777 | 0.01% | 0.01% | 222 | +772 | 16.07% | Q4 2025 | Feb 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 5,423 | 755 | 0.04% | 0.04% | 223 | -25 | -0.46% | Q4 2025 | Jan 13, 2026 |
| Mechanics Bank Trust Department | History | Added to | 5,400 | 752 | 0.1% | 0.1% | 224 | +145 | 2.76% | Q4 2025 | Jan 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 5,399 | 752 | 0.1% | 0.12% | 225 | +1 | 0.02% | Q4 2025 | Jan 21, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 5,381 | 749 | 0.26% | 0.27% | 226 | -65 | -1.19% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,353 | 745 | 0.01% | — | 227 | +5,353 | New | Q4 2025 | Feb 18, 2026 |
| McAdam, LLC | History | Reduced | 5,244 | 730 | 0.03% | 0.04% | 228 | -2 | -0.04% | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 5,203 | 725 | 0.01% | 0.01% | 229 | -270 | -4.93% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,194 | 723 | 0.01% | 0.01% | 230 | +138 | 2.73% | Q4 2025 | Jan 26, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 5,168 | 720 | 0.0% | 0.0% | 231 | +1,779 | 52.49% | Q4 2025 | Feb 05, 2026 |
| TriaGen Wealth Management LLC | History | No change | 5,169 | 720 | 0.19% | 0.18% | 232 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SCS Capital Management LLC | History | No change | 5,081 | 708 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 5,064 | 705 | 0.01% | 0.01% | 234 | +1,687 | 49.96% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,029 | 700 | 0.0% | — | 235 | +5,029 | New | Q4 2025 | Feb 18, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 5,000 | 696 | 0.0% | 0.0% | 236 | -400 | -7.41% | Q4 2025 | Feb 17, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 5,000 | 696 | 0.43% | 0.47% | 237 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MATHER GROUP, LLC. | History | Added to | 4,990 | 695 | 0.01% | 0.01% | 238 | +1 | 0.02% | Q4 2025 | Jan 13, 2026 |
| TruNorth Capital Management, LLC | History | No change | 4,935 | 687 | 0.13% | 0.13% | 239 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 4,878 | 679 | 0.07% | 0.06% | 240 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Vontobel Holding Ltd. | History | No change | 4,816 | 671 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ProVise Management Group, LLC | History | Reduced | 4,786 | 666 | 0.05% | 0.05% | 242 | -89 | -1.83% | Q4 2025 | Jan 29, 2026 |
| LRI Investments, LLC | History | Reduced | 4,773 | 665 | 0.05% | 0.06% | 243 | -544 | -10.23% | Q4 2025 | Feb 04, 2026 |
| Empower Advisory Group, LLC | History | Added to | 4,760 | 663 | 0.0% | 0.0% | 244 | +2,232 | 88.29% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 4,696 | 654 | 0.01% | 0.01% | 245 | -22 | -0.47% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 4,692 | 653 | 0.01% | 0.01% | 246 | -1 | -0.02% | Q4 2025 | Feb 06, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 4,683 | 652 | 0.05% | 0.04% | 248 | +1,014 | 27.64% | Q4 2025 | Feb 17, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 4,685 | 652 | 0.17% | 0.17% | 247 | -110 | -2.29% | Q4 2025 | Jan 23, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 4,591 | 651 | 0.15% | 0.17% | 249 | -506 | -9.93% | Q4 2025 | Jan 14, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 4,662 | 649 | 0.11% | 0.11% | 250 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Brio Consultants, LLC | History | Reduced | 4,646 | 647 | 0.08% | 0.09% | 251 | -28 | -0.6% | Q4 2025 | Feb 04, 2026 |
| West Financial Advisors, LLC | History | Reduced | 4,622 | 644 | 0.11% | 0.1% | 252 | -32 | -0.69% | Q4 2025 | Jan 13, 2026 |
| McGinn Penninger Investment Management, Inc. | History | Reduced | 4,588 | 639 | 0.37% | 0.48% | 253 | -1,420 | -23.64% | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 4,572 | 637 | 0.02% | 0.03% | 254 | -19 | -0.41% | Q4 2025 | Jan 20, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 4,553 | 634 | 0.14% | 0.14% | 255 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Richmond Investment Services, LLC | History | No change | 4,522 | 630 | 0.11% | 0.11% | 256 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Reduced | 4,467 | 622 | 0.0% | 0.0% | 257 | -277 | -5.84% | Q4 2025 | Feb 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 4,457 | 621 | 0.0% | 0.0% | 258 | -5,419 | -54.87% | Q4 2025 | Feb 05, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 4,461 | 621 | 0.17% | 0.17% | 259 | +7 | 0.16% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | New | 4,434 | 617 | 0.02% | — | 260 | +4,434 | New | Q4 2025 | Feb 04, 2026 |
| ASL Financial, LLC | History | New | 4,476 | 612 | 0.48% | — | 261 | +4,476 | New | Q4 2025 | Jan 20, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 4,382 | 610 | 0.04% | 0.04% | 262 | +3 | 0.07% | Q4 2025 | Jan 27, 2026 |
| Sharper & Granite LLC | History | Added to | 4,352 | 606 | 0.21% | 0.21% | 263 | +105 | 2.47% | Q4 2025 | Jan 27, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 4,311 | 600 | 0.0% | 0.0% | 264 | +189 | 4.59% | Q4 2025 | Feb 11, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 4,300 | 599 | 0.33% | 0.33% | 265 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 4,284 | 596 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Opulen Financial Group LLC | History | Added to | 4,245 | 591 | 0.43% | 0.43% | 267 | +59 | 1.41% | Q4 2025 | Feb 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,190 | 583 | 0.03% | 0.03% | 268 | +359 | 9.37% | Q4 2025 | Feb 05, 2026 |
| TRUST CO OF VERMONT | History | Added to | 4,172 | 581 | 0.02% | 0.02% | 269 | +16 | 0.38% | Q4 2025 | Jan 16, 2026 |
| Mill Capital Management, LLC | History | Added to | 4,150 | 578 | 0.04% | 0.02% | 270 | +2,250 | 118.42% | Q4 2025 | Feb 11, 2026 |
| Pacific Center for Financial Services | History | No change | 4,257 | 577 | 0.15% | 0.15% | 271 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 4,096 | 570 | 0.01% | 0.01% | 272 | -42 | -1.01% | Q4 2025 | Jan 23, 2026 |
| CIBC Asset Management Inc | History | No change | 4,010 | 558 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Progressive Investment Management Corp | History | No change | 4,000 | 557 | 0.13% | 0.13% | 274 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 3,984 | 555 | 0.29% | 0.3% | 275 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SNS Financial Group, LLC | History | No change | 3,949 | 550 | 0.05% | 0.05% | 276 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 3,937 | 548 | 0.07% | 0.08% | 277 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 3,924 | 546 | 0.02% | 0.02% | 278 | +837 | 27.11% | Q4 2025 | Feb 12, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 3,906 | 544 | 0.43% | — | 279 | +3,906 | New | Q4 2025 | Feb 12, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 3,855 | 537 | 0.43% | 0.4% | 281 | -25 | -0.64% | Q4 2025 | Jan 08, 2026 |
| North Star Investment Management Corp. | History | Reduced | 3,859 | 537 | 0.03% | 0.03% | 280 | -10 | -0.26% | Q4 2025 | Jan 30, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 3,800 | 529 | 0.53% | — | 282 | +3,800 | New | Q4 2025 | Feb 13, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 3,787 | 527 | 0.15% | 0.15% | 283 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 3,773 | 525 | 0.02% | 0.01% | 284 | +869 | 29.92% | Q4 2025 | Feb 04, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 3,708 | 517 | 0.18% | 0.19% | 285 | +3 | 0.08% | Q4 2025 | Jan 21, 2026 |
| Harbor Group, Inc. | History | Added to | 3,694 | 514 | 0.08% | 0.08% | 286 | +5 | 0.14% | Q4 2025 | Jan 12, 2026 |
| Weaver Consulting Group | History | No change | 3,682 | 513 | 0.13% | 0.13% | 287 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Asempa Wealth Advisors | History | New | 3,660 | 510 | 0.44% | — | 288 | +3,660 | New | Q4 2025 | Jan 08, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 3,599 | 501 | 0.01% | 0.01% | 289 | +813 | 29.18% | Q4 2025 | Feb 06, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 3,569 | 497 | 0.25% | 0.25% | 290 | -40 | -1.11% | Q4 2025 | Feb 04, 2026 |
| Diversified Enterprises, LLC | History | Added to | 3,554 | 495 | 0.03% | 0.03% | 291 | +9 | 0.25% | Q4 2025 | Jan 28, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 3,530 | 491 | 0.03% | 0.03% | 292 | +1 | 0.03% | Q4 2025 | Jan 08, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 3,514 | 489 | 0.1% | 0.1% | 293 | -696 | -16.53% | Q4 2025 | Mar 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 3,413 | 475 | 0.01% | 0.01% | 295 | -477 | -12.26% | Q4 2025 | Jan 29, 2026 |
| Highview Capital Management LLC/DE/ | History | No change | 3,413 | 475 | 0.17% | 0.17% | 294 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 3,412 | 475 | 0.38% | 0.38% | 296 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| WIN ADVISORS, INC | History | New | 3,405 | 474 | 0.2% | — | 297 | +3,405 | New | Q4 2025 | Feb 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,400 | 473 | 0.0% | 0.0% | 298 | -670 | -16.46% | Q4 2025 | Jan 29, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 3,393 | 472 | 0.03% | 0.03% | 299 | -62 | -1.79% | Q4 2025 | Jan 14, 2026 |
| J. Mark Nickell & Co. | History | New | 3,363 | 468 | 0.43% | — | 301 | +3,363 | New | Q4 2025 | Feb 13, 2026 |
| Facet Wealth, Inc. | History | New | 3,281 | 468 | 0.01% | — | 300 | +3,281 | New | Q4 2025 | Jan 29, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 3,350 | 466 | 0.01% | 0.01% | 303 | -250 | -6.94% | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,345 | 466 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 3,315 | 462 | 0.02% | 0.02% | 304 | -89 | -2.61% | Q4 2025 | Jan 21, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 3,227 | 459 | 0.31% | 0.32% | 305 | +7 | 0.22% | Q4 2025 | Jan 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,270 | 455 | 0.03% | 0.04% | 306 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PFG Investments, LLC | History | Reduced | 3,246 | 452 | 0.02% | 0.02% | 307 | -109 | -3.25% | Q4 2025 | Jan 26, 2026 |
| Sound Stewardship, LLC | History | Reduced | 3,226 | 449 | 0.22% | 0.22% | 308 | -158 | -4.67% | Q4 2025 | Jan 30, 2026 |
| TrustBank | History | New | 3,212 | 447 | 0.19% | — | 309 | +3,212 | New | Q4 2025 | Feb 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,177 | 442 | 0.0% | 0.0% | 310 | +366 | 13.02% | Q4 2025 | Feb 06, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 3,169 | 441 | 0.31% | 0.31% | 312 | +25 | 0.8% | Q4 2025 | Jan 08, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 3,167 | 441 | 0.03% | 0.03% | 311 | +4 | 0.13% | Q4 2025 | Feb 11, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 3,148 | 439 | 0.01% | 0.01% | 313 | -500 | -13.71% | Q4 2025 | Feb 13, 2026 |
| Arkos Global Advisors | History | Reduced | 3,148 | 439 | 0.06% | 0.06% | 314 | -291 | -8.46% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,099 | 435 | 0.02% | 0.0% | 315 | +2,633 | 565.02% | Q4 2025 | Feb 13, 2026 |
| Global View Capital Management LLC | History | Reduced | 3,100 | 431 | 0.08% | 0.16% | 316 | -2,329 | -42.9% | Q4 2025 | Jan 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 3,054 | 425 | 0.01% | 0.01% | 317 | +10 | 0.33% | Q4 2025 | Feb 05, 2026 |
| LVZ, Inc. | History | No change | 3,049 | 424 | 0.05% | 0.05% | 318 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 3,041 | 423 | 0.11% | 0.11% | 320 | -24 | -0.78% | Q4 2025 | Jan 16, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 3,038 | 423 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 3,003 | 418 | 0.15% | 0.16% | 322 | +124 | 4.31% | Q4 2025 | Feb 11, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 3,000 | 418 | 0.04% | 0.04% | 321 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 2,998 | 417 | 0.02% | 0.02% | 323 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Investment Research Partners LLC | History | Reduced | 2,880 | 401 | 0.17% | 0.19% | 326 | -117 | -3.9% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,883 | 401 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Fusion Family Wealth, LLC | History | No change | 2,884 | 401 | 0.03% | 0.03% | 325 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BESSEMER GROUP INC | History | New | 2,867 | 400 | 0.0% | — | 327 | +2,867 | New | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | No change | 2,823 | 393 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 2,803 | 390 | 0.22% | — | 329 | +2,803 | New | Q4 2025 | Jan 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,760 | 384 | 0.01% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,740 | 381 | 0.0% | 0.01% | 331 | +89 | 3.36% | Q4 2025 | Jan 29, 2026 |
| Wealth Architects, LLC | History | No change | 2,734 | 380 | 0.03% | 0.03% | 332 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WJ Wealth Management, LLC | History | No change | 2,700 | 376 | 0.16% | 0.17% | 333 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Klingman & Associates, LLC | History | No change | 2,694 | 375 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 2,687 | 374 | 0.05% | 0.05% | 335 | +1 | 0.04% | Q4 2025 | Jan 26, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 2,619 | 364 | 0.01% | 0.01% | 336 | -55 | -2.06% | Q4 2025 | Jan 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 2,604 | 362 | 0.01% | 0.01% | 337 | +92 | 3.66% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,579 | 359 | 0.01% | 0.01% | 338 | +795 | 44.56% | Q4 2025 | Feb 09, 2026 |
| Aufman Associates Inc | History | Reduced | 2,581 | 359 | 0.18% | 0.2% | 339 | -8 | -0.31% | Q4 2025 | Feb 11, 2026 |
| High Probability Advisors, LLC | History | Added to | 2,574 | 358 | 0.05% | 0.05% | 340 | +6 | 0.23% | Q4 2025 | Jan 29, 2026 |
| HCR Wealth Advisors | History | No change | 2,550 | 355 | 0.04% | 0.04% | 341 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OLIO Financial Planning | History | Added to | 2,547 | 354 | 0.1% | 0.09% | 342 | +254 | 11.08% | Q4 2025 | Jan 21, 2026 |
| Acropolis Investment Management, LLC | History | No change | 2,540 | 353 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Excelsior Advisor Network LLC | History | New | 2,521 | 351 | 0.17% | — | 346 | +2,521 | New | Q4 2025 | Feb 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 2,525 | 351 | 0.11% | 0.06% | 344 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 2,525 | 351 | 0.21% | 0.21% | 345 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Dakota Wealth Management | History | Added to | 2,512 | 349 | 0.01% | 0.01% | 347 | +5 | 0.2% | Q4 2025 | Jan 13, 2026 |
| LGL PARTNERS, LLC | History | Added to | 2,505 | 348 | 0.15% | 0.14% | 348 | +7 | 0.28% | Q4 2025 | Feb 09, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 2,493 | 347 | 0.21% | 0.22% | 349 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 2,487 | 346 | 0.18% | 0.27% | 350 | -1,006 | -28.8% | Q4 2025 | Jan 14, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 2,482 | 345 | 0.17% | 0.18% | 351 | -101 | -3.91% | Q4 2025 | Jan 16, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 2,451 | 341 | 0.02% | 0.02% | 352 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 2,389 | 332 | 0.02% | 0.02% | 353 | -7 | -0.29% | Q4 2025 | Feb 02, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 2,366 | 329 | 0.13% | 0.13% | 354 | +6 | 0.25% | Q4 2025 | Feb 04, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 2,361 | 328 | 0.02% | 0.02% | 355 | +19 | 0.81% | Q4 2025 | Jan 22, 2026 |
| Grove Bank & Trust | History | No change | 2,328 | 324 | 0.04% | 0.04% | 356 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Diversified Trust Co | History | No change | 2,323 | 323 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Kennebec Savings Bank | History | Added to | 2,307 | 321 | 0.28% | 0.22% | 360 | +546 | 31.01% | Q4 2025 | Jan 22, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 2,307 | 321 | 0.23% | 0.24% | 359 | -117 | -4.83% | Q4 2025 | Feb 13, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 2,304 | 321 | 0.04% | 0.05% | 358 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 2,295 | 319 | 0.01% | 0.01% | 361 | +353 | 18.18% | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,278 | 317 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 2,274 | 316 | 0.01% | 0.01% | 363 | -37 | -1.6% | Q4 2025 | Jan 12, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 2,249 | 313 | 0.09% | — | 364 | +2,249 | New | Q4 2025 | Mar 19, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,242 | 312 | 0.05% | 0.05% | 365 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 2,238 | 311 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 2,193 | 311 | 0.21% | 0.21% | 367 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| VestGen Advisors, LLC | History | Reduced | 2,224 | 309 | 0.01% | 0.05% | 369 | -8,342 | -78.95% | Q4 2025 | Feb 17, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,220 | 309 | 0.02% | 0.02% | 368 | -300 | -11.9% | Q4 2025 | Feb 17, 2026 |
| Forza Wealth Management, LLC | History | No change | 2,192 | 305 | 0.11% | 0.11% | 370 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,150 | 299 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 2,122 | 295 | 0.16% | 0.17% | 372 | +5 | 0.24% | Q4 2025 | Jan 30, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 2,092 | 291 | 0.0% | 0.0% | 373 | -9 | -0.43% | Q4 2025 | Feb 13, 2026 |
| Magnus Financial Group LLC | History | Added to | 2,084 | 290 | 0.02% | 0.02% | 374 | +5 | 0.24% | Q4 2025 | Jan 07, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2,076 | 289 | 0.01% | — | 375 | +2,076 | New | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 2,060 | 289 | 0.01% | — | 376 | +2,060 | New | Q4 2025 | Feb 12, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 2,074 | 289 | 0.16% | 0.16% | 377 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 2,056 | 286 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 2,045 | 285 | 0.03% | 0.03% | 379 | +5 | 0.25% | Q4 2025 | Jan 28, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 2,027 | 282 | 0.04% | 0.04% | 381 | +3 | 0.15% | Q4 2025 | Jan 21, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 2,026 | 282 | 0.04% | 0.04% | 380 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 2,021 | 281 | 0.01% | 0.01% | 382 | -25 | -1.22% | Q4 2025 | Jan 09, 2026 |
| Mason & Associates Inc | History | No change | 2,020 | 281 | 0.05% | 0.06% | 383 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Private Wealth Management Group, LLC | History | No change | 2,017 | 281 | 0.08% | 0.08% | 384 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Strategic Financial Concepts, LLC | History | New | 2,000 | 278 | 0.25% | — | 385 | +2,000 | New | Q4 2025 | Feb 09, 2026 |
| Traveka Wealth, LLC | History | No change | 2,000 | 278 | 0.11% | 0.12% | 386 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,986 | 276 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 1,964 | 273 | 0.03% | 0.03% | 388 | -71 | -3.49% | Q4 2025 | Feb 10, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 1,919 | 267 | 0.07% | 0.07% | 389 | +33 | 1.75% | Q4 2025 | Jan 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 1,913 | 266 | 0.0% | — | 390 | +1,913 | New | Q4 2025 | Feb 17, 2026 |
| May Hill Capital, LLC | History | New | 1,913 | 266 | 0.03% | — | 393 | +1,913 | New | Q4 2025 | Feb 05, 2026 |
| Goldstein Advisors, LLC | History | Added to | 1,910 | 266 | 0.03% | 0.03% | 392 | +340 | 21.66% | Q4 2025 | Feb 10, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 1,910 | 266 | 0.07% | 0.07% | 394 | +123 | 6.88% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,916 | 266 | 0.01% | 0.02% | 391 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Creekside Partners | History | Added to | 1,873 | 260 | 0.11% | 0.11% | 395 | +2 | 0.11% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 1,859 | 259 | 0.02% | 0.02% | 396 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 1,857 | 258 | 0.04% | — | 397 | +1,857 | New | Q4 2025 | Feb 12, 2026 |
| Financial Insights, Inc. | History | No change | 1,840 | 256 | 0.09% | 0.08% | 398 | 0 | 0.0% | Q4 2025 | Mar 31, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 1,832 | 255 | 0.01% | 0.01% | 399 | -245 | -11.8% | Q4 2025 | Jan 16, 2026 |
| Refined Wealth Management | History | Reduced | 1,812 | 252 | 0.17% | 0.16% | 400 | -21 | -1.15% | Q4 2025 | Jan 15, 2026 |
| Pathway Financial Advisors LLC | History | New | 1,765 | 250 | 0.03% | — | 401 | +1,765 | New | Q4 2025 | Jan 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 1,774 | 247 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Boothe Investment Group, Inc. | History | No change | 1,767 | 246 | 0.09% | 0.09% | 403 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 1,763 | 245 | 0.0% | — | 404 | +1,763 | New | Q4 2025 | Feb 17, 2026 |
| Pointe Capital Management LLC | History | No change | 1,752 | 244 | 0.12% | 0.12% | 405 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 1,745 | 243 | 0.0% | 0.0% | 406 | -1,613 | -48.03% | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | Added to | 1,744 | 243 | 0.0% | 0.0% | 407 | +4 | 0.23% | Q4 2025 | Feb 13, 2026 |
| Pachira Investments Inc. | History | New | 1,742 | 242 | 0.12% | — | 408 | +1,742 | New | Q4 2025 | Feb 02, 2026 |
| Advisor OS, LLC | History | Added to | 1,717 | 239 | 0.02% | 0.02% | 409 | +3 | 0.18% | Q4 2025 | Feb 04, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 1,711 | 238 | 0.04% | 0.05% | 410 | -100 | -5.52% | Q4 2025 | Feb 10, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 1,701 | 237 | 0.09% | 0.09% | 411 | +4 | 0.24% | Q4 2025 | Feb 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,699 | 236 | 0.0% | — | 412 | +1,699 | New | Q4 2025 | Feb 13, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 1,695 | 236 | 0.02% | 0.02% | 413 | -10 | -0.59% | Q4 2025 | Feb 06, 2026 |
| Argyle Capital Partners, LLC | History | No change | 1,696 | 236 | 0.17% | 0.16% | 414 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stanich Group LLC | History | Added to | 1,689 | 235 | 0.18% | 0.14% | 416 | +4 | 0.24% | Q4 2025 | Jan 23, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 1,688 | 235 | 0.03% | 0.03% | 415 | +3 | 0.18% | Q4 2025 | Feb 06, 2026 |
| EVOKE WEALTH, LLC | History | New | 1,685 | 234 | 0.0% | — | 418 | +1,685 | New | Q4 2025 | Feb 06, 2026 |
| Eagle Strategies LLC | History | Reduced | 1,685 | 234 | 0.03% | 0.03% | 419 | -92 | -5.18% | Q4 2025 | Jan 23, 2026 |
| Family Manage LLC | History | No change | 1,686 | 234 | 0.03% | 0.03% | 417 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 1,669 | 232 | 0.02% | 0.02% | 420 | +4 | 0.24% | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 1,657 | 230 | 0.01% | 0.01% | 421 | -274 | -14.19% | Q4 2025 | Feb 13, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 1,612 | 224 | 0.07% | 0.07% | 422 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 1,606 | 223 | 0.04% | 0.04% | 424 | -274 | -14.57% | Q4 2025 | Jan 27, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 1,601 | 223 | 0.03% | 0.03% | 425 | -104 | -6.1% | Q4 2025 | Feb 06, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 1,600 | 223 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | Reduced | 1,588 | 221 | 0.01% | 0.01% | 426 | -109 | -6.42% | Q4 2025 | Feb 10, 2026 |
| AlTi Global, Inc. | History | No change | 1,588 | 221 | 0.0% | 0.01% | 427 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | New | 1,572 | 219 | 0.0% | — | 429 | +1,572 | New | Q4 2025 | Jan 16, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 1,574 | 219 | 0.01% | 0.01% | 428 | +2 | 0.13% | Q4 2025 | Feb 06, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,558 | 217 | 0.19% | 0.19% | 431 | +5 | 0.32% | Q4 2025 | Jan 26, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 1,564 | 217 | 0.02% | 0.02% | 430 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Montis Financial, LLC | History | No change | 1,551 | 216 | 0.04% | 0.05% | 432 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 1,507 | 210 | 0.01% | 0.01% | 433 | -249 | -14.18% | Q4 2025 | Feb 04, 2026 |
| Bath Savings Trust Co | History | No change | 1,500 | 209 | 0.02% | 0.02% | 434 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sulzberger Capital Advisors, Inc. | History | No change | 1,500 | 209 | 0.21% | 0.23% | 435 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 1,495 | 208 | 0.44% | 0.43% | 436 | -15 | -0.99% | Q4 2025 | Feb 06, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 1,486 | 207 | 0.11% | 0.12% | 437 | -30 | -1.98% | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,482 | 206 | 0.01% | 0.01% | 438 | -32 | -2.11% | Q4 2025 | Feb 03, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 1,481 | 206 | 0.01% | 0.01% | 439 | -11 | -0.74% | Q4 2025 | Feb 06, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | New | 1,464 | 204 | 0.06% | — | 440 | +1,464 | New | Q4 2025 | Jan 26, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 1,459 | 203 | 0.03% | 0.03% | 441 | -1 | -0.07% | Q4 2025 | Feb 24, 2026 |
| Vericrest Private Wealth | History | New | 1,447 | 201 | 0.18% | — | 443 | +1,447 | New | Q4 2025 | Mar 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,444 | 201 | 0.0% | 0.0% | 442 | -55 | -3.67% | Q4 2025 | Feb 10, 2026 |
| Financial Connections Group, Inc. | History | No change | 1,350 | 188 | 0.06% | 0.07% | 444 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,343 | 187 | 0.1% | 0.1% | 445 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 1,304 | 181 | 0.1% | 0.1% | 447 | -35 | -2.61% | Q4 2025 | Jan 14, 2026 |
| Spire Wealth Management | History | No change | 1,305 | 181 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 1,177 | 164 | 0.05% | 0.05% | 448 | +77 | 7.0% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,125 | 156 | 0.02% | 0.0% | 449 | +994 | 758.78% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1,103 | 153 | 0.04% | 0.09% | 450 | -1,550 | -58.42% | Q4 2025 | Jan 29, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 1,000 | 139 | 0.01% | 0.01% | 451 | -136 | -11.97% | Q4 2025 | Feb 12, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 978 | 136 | 0.06% | 0.06% | 452 | +3 | 0.31% | Q4 2025 | Jan 15, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 965 | 134 | 0.02% | 0.02% | 453 | -207 | -17.66% | Q4 2025 | Feb 13, 2026 |
| HOWE & RUSLING INC | History | No change | 850 | 118 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 843 | 117 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 832 | 115 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Investors Research Corp | History | Added to | 817 | 113 | 0.02% | 0.02% | 457 | +99 | 13.79% | Q4 2025 | Jan 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 799 | 111 | 0.01% | 0.01% | 458 | -40 | -4.77% | Q4 2025 | Jan 21, 2026 |
| Caldwell Trust Co | History | No change | 800 | 111 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Crewe Advisors LLC | History | No change | 744 | 103 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GAMMA Investing LLC | History | New | 734 | 102 | 0.01% | — | 461 | +734 | New | Q4 2025 | Jan 05, 2026 |
| ADIRONDACK TRUST CO | History | No change | 729 | 101 | 0.03% | 0.03% | 462 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Millstone Evans Group, LLC | History | No change | 731 | 101 | 0.06% | 0.06% | 463 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 708 | 98 | 0.02% | 0.02% | 464 | +22 | 3.21% | Q4 2025 | Feb 11, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 667 | 93 | 0.04% | — | 465 | +667 | New | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Advisors | History | No change | 650 | 90 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 647 | 90 | 0.02% | 0.02% | 467 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 632 | 88 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 603 | 84 | 0.0% | 0.0% | 469 | +44 | 7.87% | Q4 2025 | Jan 23, 2026 |
| NBT BANK N A /NY | History | No change | 600 | 83 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 576 | 80 | 0.0% | 0.0% | 471 | -76 | -11.66% | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 564 | 78 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Navalign, LLC | History | New | 518 | 72 | 0.02% | — | 473 | +518 | New | Q4 2025 | Feb 05, 2026 |
| Westend Capital Management, LLC | History | No change | 503 | 70 | 0.02% | 0.02% | 474 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Rossmore Private Capital | History | No change | 509 | 70 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 500 | 69 | 0.01% | — | 476 | +500 | New | Q4 2025 | Jan 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 478 | 66 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 457 | 63 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ST GERMAIN D J CO INC | History | No change | 431 | 60 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Reduced | 424 | 59 | 0.0% | 0.0% | 481 | -70 | -14.17% | Q4 2025 | Feb 11, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 426 | 59 | 0.02% | 0.02% | 482 | -69 | -13.94% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 430 | 59 | 0.0% | 0.0% | 480 | +20 | 4.88% | Q4 2025 | Jan 29, 2026 |
| Front Row Advisors LLC | History | No change | 423 | 58 | 0.02% | 0.02% | 483 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 390 | 54 | 0.02% | 0.02% | 484 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | New | 386 | 53 | 0.0% | — | 485 | +386 | New | Q4 2025 | Jan 16, 2026 |
| Basepoint Wealth LLC | History | New | 377 | 52 | 0.03% | — | 486 | +377 | New | Q4 2025 | Feb 10, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 350 | 48 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 347 | 48 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Coston, McIsaac & Partners | History | Added to | 335 | 46 | 0.01% | 0.01% | 489 | +1 | 0.3% | Q4 2025 | Feb 03, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 335 | 46 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 317 | 44 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | No change | 300 | 41 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Armor Investment Advisors, LLC | History | New | 258 | 35 | 0.01% | — | 493 | +258 | New | Q4 2025 | Feb 05, 2026 |
| Integrity Financial Corp /WA | History | Added to | 255 | 35 | 0.02% | 0.02% | 494 | +16 | 6.69% | Q4 2025 | Feb 13, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 250 | 34 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CX Institutional | History | No change | 233 | 32 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 219 | 30 | 0.0% | 0.01% | 497 | -400 | -64.62% | Q4 2025 | Feb 18, 2026 |
| Collier Financial | History | No change | 196 | 27 | 0.02% | 0.02% | 498 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 190 | 26 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | No change | 182 | 25 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | New | 166 | 23 | 0.0% | — | 501 | +166 | New | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 165 | 22 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Heritage Wealth Advisors | History | No change | 165 | 22 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Perspectives, Inc | History | Added to | 145 | 20 | 0.01% | 0.01% | 506 | +1 | 0.69% | Q4 2025 | Jan 28, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 145 | 20 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 150 | 20 | 0.01% | 0.01% | 505 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 133 | 18 | 0.01% | — | 507 | +133 | New | Q4 2025 | Feb 18, 2026 |
| American Capital Advisory, LLC | History | No change | 122 | 17 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hughes Financial Services, LLC | History | No change | 129 | 17 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Founders Financial Alliance, LLC | History | No change | 120 | 16 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kingdom Financial Group LLC. | History | New | 114 | 15 | 0.0% | — | 511 | +114 | New | Q4 2025 | Feb 06, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 114 | 15 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 107 | 14 | 0.0% | — | 513 | +107 | New | Q4 2025 | Feb 03, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 104 | 14 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 100 | 13 | 0.0% | 0.0% | 515 | -300 | -75.0% | Q4 2025 | Jan 07, 2026 |
| Rossby Financial, LCC | History | No change | 84 | 11 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SHP Wealth Management | History | New | 74 | 10 | 0.0% | — | 518 | +74 | New | Q4 2025 | Mar 04, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 77 | 10 | 0.0% | 0.0% | 517 | +4 | 5.48% | Q4 2025 | Feb 20, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 74 | 10 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 64 | 8 | 0.01% | 0.0% | 520 | +47 | 276.47% | Q4 2025 | Feb 13, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 60 | 8 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 52 | 7 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 40 | 5 | 0.0% | — | 524 | +40 | New | Q4 2025 | Feb 17, 2026 |
| Clarity Asset Management, Inc. | History | No change | 38 | 5 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lodestone Wealth Management LLC | History | New | 33 | 4 | 0.0% | — | 526 | +33 | New | Q4 2025 | Jan 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 34 | 4 | 0.0% | 0.0% | 525 | -7 | -17.07% | Q4 2025 | Feb 17, 2026 |
| PayPay Securities Corp | History | Reduced | 28 | 3 | 0.09% | 0.14% | 528 | -4 | -12.5% | Q4 2025 | Jan 26, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 15 | 2 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Biltmore Family Office, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Abound Wealth Management | History | No change | 13 | 1 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,340 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 1.1% | — | -9,425 | -100.0% | Q3 2025 | Nov 17, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -8,161 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,014 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CRUX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.29% | — | -5,334 | -100.0% | Q3 2025 | Nov 13, 2025 |
| One Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,297 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,076 | -100.0% | Q3 2025 | Oct 14, 2025 |
| WoodTrust Financial Corp | History | Closed out | 0 | 0 | — | 0.06% | — | -3,689 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,192 | -100.0% | Q3 2025 | Nov 10, 2025 |
| McNamara Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -2,888 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,210 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,181 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,928 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,904 | -100.0% | Q3 2025 | Dec 01, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,904 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,120 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.02% | — | -185 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Private Wealth Asset Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |