iSHARES TRUST - SUSC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 9,462,243 | 221,271 | 0.07% | 0.06% | 1 | -40,144 | -0.42% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,485,956 | 104,902 | 0.01% | 0.01% | 2 | +113,296 | 2.59% | Q4 2025 | Feb 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 3,688,991 | 86,265 | 0.19% | 0.18% | 3 | +375,548 | 11.33% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Added to | 3,078,744 | 71,995 | 0.02% | 0.02% | 4 | +187,451 | 6.48% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 2,119,098 | 49,554 | 0.17% | 0.18% | 5 | +29,904 | 1.43% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,652,055 | 38,635 | 0.01% | 0.01% | 6 | +124,774 | 8.17% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 1,602,126 | 37,458 | 0.07% | 0.07% | 7 | +93,705 | 6.21% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 1,231,406 | 28,796 | 0.02% | 0.02% | 8 | +19,248 | 1.59% | Q4 2025 | Feb 17, 2026 |
| Acorns Advisers, LLC | History | Added to | 1,020,943 | 23,874 | 0.18% | 0.18% | 9 | +47,720 | 4.9% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 930,497 | 21,759 | 0.0% | 0.0% | 10 | +108,218 | 13.16% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 921,972 | 21,560 | 0.02% | 0.02% | 11 | +37,010 | 4.18% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 835,545 | 19,539 | 0.0% | 0.0% | 12 | -6,055 | -0.72% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 794,901 | 18,588 | 0.01% | 0.01% | 13 | +29,695 | 3.88% | Q4 2025 | Feb 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 730,645 | 17,086 | 0.14% | 0.13% | 14 | +26,866 | 3.82% | Q4 2025 | Jan 05, 2026 |
| CWM, LLC | History | Reduced | 666,110 | 15,577 | 0.04% | 0.05% | 15 | -7,526 | -1.12% | Q4 2025 | Jan 26, 2026 |
| IMPACTfolio, LLC | History | Added to | 572,800 | 13,394 | 5.62% | 5.12% | 16 | +68,685 | 13.62% | Q4 2025 | Jan 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 457,943 | 10,708 | 0.03% | 0.03% | 17 | +35,376 | 8.37% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 418,546 | 9,787 | 0.0% | 0.0% | 18 | +161,993 | 63.14% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 414,050 | 9,682 | 0.0% | 0.0% | 19 | -10,519 | -2.48% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 404,051 | 9,448 | 0.0% | 0.0% | 20 | +14,763 | 3.79% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 379,215 | 8,867 | 0.0% | 0.0% | 21 | +5,210 | 1.39% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 351,998 | 8,231 | 0.0% | 0.0% | 22 | +23,202 | 7.06% | Q4 2025 | Feb 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 317,858 | 7,433 | 0.01% | 0.01% | 23 | +36,429 | 12.94% | Q4 2025 | Feb 12, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 315,145 | 7,369 | 0.9% | 0.95% | 24 | -7,735 | -2.4% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Added to | 304,499 | 7,120 | 0.01% | 0.01% | 25 | +7,618 | 2.57% | Q4 2025 | Jan 23, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 286,204 | 6,692 | 6.03% | — | 26 | +286,204 | New | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 277,529 | 6,490 | 0.0% | — | 27 | +277,529 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 270,039 | 6,315 | 0.02% | 0.02% | 28 | +17,127 | 6.77% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 253,850 | 5,936 | 0.01% | 0.01% | 29 | +28,204 | 12.5% | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 250,916 | 5,867 | 0.1% | 0.11% | 30 | +22,437 | 9.82% | Q4 2025 | Jan 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 247,784 | 5,809 | 0.01% | 0.01% | 31 | +10,989 | 4.64% | Q4 2025 | Feb 05, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 235,976 | 5,518 | 3.49% | 3.54% | 32 | -7,848 | -3.22% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 211,893 | 4,955 | 0.03% | 0.03% | 33 | +8,893 | 4.38% | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 210,156 | 4,914 | 0.07% | 0.07% | 34 | +2,567 | 1.24% | Q4 2025 | Feb 09, 2026 |
| Equitable Holdings, Inc. | History | Added to | 204,905 | 4,791 | 0.03% | 0.03% | 35 | +6,346 | 3.2% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 203,701 | 4,763 | 0.01% | 0.01% | 36 | +2,431 | 1.21% | Q4 2025 | Feb 12, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 201,097 | 4,702 | 0.71% | 0.71% | 37 | +3,174 | 1.6% | Q4 2025 | Jan 27, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 194,916 | 4,558 | 1.71% | 1.7% | 38 | +8,471 | 4.54% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 188,949 | 4,418 | 0.04% | 0.05% | 39 | +2,372 | 1.27% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 178,543 | 4,175 | 0.06% | 0.06% | 40 | -2,117 | -1.17% | Q4 2025 | Feb 02, 2026 |
| Sharkey, Howes & Javer | History | Added to | 177,662 | 4,154 | 0.53% | 0.53% | 41 | +2,773 | 1.59% | Q4 2025 | Jan 13, 2026 |
| Legacy Edge Advisors, LLC | History | New | 171,611 | 4,013 | 0.44% | — | 42 | +171,611 | New | Q4 2025 | Feb 02, 2026 |
| WESBANCO BANK INC | History | Added to | 157,393 | 3,680 | 0.1% | 0.1% | 43 | +3,589 | 2.33% | Q4 2025 | Feb 03, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 156,770 | 3,666 | 0.69% | 0.71% | 44 | +3,030 | 1.97% | Q4 2025 | Feb 02, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 149,517 | 3,496 | 0.51% | 0.54% | 45 | -3,196 | -2.09% | Q4 2025 | Jan 27, 2026 |
| GeoWealth Management, LLC | History | Added to | 143,497 | 3,355 | 0.12% | 0.1% | 46 | +24,090 | 20.17% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 128,698 | 3,009 | 0.02% | 0.03% | 47 | -72,006 | -35.88% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 121,567 | 2,842 | 0.01% | — | 48 | +121,567 | New | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | Reduced | 119,021 | 2,783 | 0.86% | 0.95% | 49 | -4,886 | -3.94% | Q4 2025 | Feb 12, 2026 |
| Facet Wealth, Inc. | History | Added to | 115,948 | 2,719 | 0.05% | 0.05% | 50 | +9,874 | 9.31% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 104,374 | 2,440 | 0.01% | 0.01% | 51 | +10,514 | 11.2% | Q4 2025 | Feb 18, 2026 |
| Merit Financial Group, LLC | History | Added to | 101,038 | 2,362 | 0.02% | 0.02% | 52 | +20,275 | 25.1% | Q4 2025 | Jan 26, 2026 |
| Davis Wealth Advisors, LLC | History | New | 101,004 | 2,361 | 1.96% | — | 53 | +101,004 | New | Q4 2025 | Feb 17, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 95,186 | 2,225 | 0.07% | 0.07% | 54 | -3,489 | -3.54% | Q4 2025 | Jan 16, 2026 |
| Summit Wealth Group, LLC | History | Added to | 94,624 | 2,212 | 0.52% | 0.54% | 55 | +495 | 0.53% | Q4 2025 | Feb 06, 2026 |
| BARINGS LLC | History | Reduced | 90,424 | 2,114 | 0.04% | 0.05% | 56 | -31,008 | -25.54% | Q4 2025 | Feb 12, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 89,381 | 2,090 | 1.02% | 0.97% | 57 | +5,739 | 6.86% | Q4 2025 | Feb 09, 2026 |
| Brookstone Capital Management | History | Added to | 88,509 | 2,069 | 0.02% | 0.02% | 58 | +7,059 | 8.67% | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 83,217 | 1,945 | 0.0% | 0.01% | 59 | -70,518 | -45.87% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 78,755 | 1,841 | 0.02% | 0.02% | 60 | +14,032 | 21.68% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 75,970 | 1,776 | 0.01% | 0.01% | 61 | +14,873 | 24.34% | Q4 2025 | Jan 29, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 73,243 | 1,712 | 0.13% | 0.15% | 62 | -6,878 | -8.58% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 72,465 | 1,694 | 0.01% | 0.01% | 63 | +2,574 | 3.68% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 71,541 | 1,672 | 0.01% | 0.01% | 64 | +4,730 | 7.08% | Q4 2025 | Feb 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 69,765 | 1,631 | 0.35% | 0.52% | 65 | +4,463 | 6.83% | Q4 2025 | Feb 12, 2026 |
| BIRCHBROOK, INC. | History | Added to | 69,555 | 1,626 | 0.81% | 0.76% | 66 | +6,840 | 10.91% | Q4 2025 | Feb 04, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 68,266 | 1,596 | 0.0% | 0.0% | 67 | -1,059 | -1.53% | Q4 2025 | Mar 20, 2026 |
| RFG Advisory, LLC | History | Added to | 64,744 | 1,514 | 0.03% | 0.03% | 68 | +7,513 | 13.13% | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 64,531 | 1,509 | 0.02% | 0.02% | 69 | +4,000 | 6.61% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 64,513 | 1,508 | 0.0% | 0.0% | 70 | +8,924 | 16.05% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 61,786 | 1,444 | 0.0% | — | 71 | +61,786 | New | Q4 2025 | Feb 13, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 60,935 | 1,424 | 0.23% | 0.2% | 72 | +8,554 | 16.33% | Q4 2025 | Jan 28, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 60,622 | 1,417 | 0.79% | — | 73 | +60,622 | New | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Added to | 57,044 | 1,333 | 0.02% | 0.02% | 74 | +7,768 | 15.76% | Q4 2025 | Mar 12, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 56,670 | 1,325 | 0.18% | 0.22% | 75 | -4,441 | -7.27% | Q4 2025 | Jan 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 56,462 | 1,320 | 0.02% | 0.01% | 76 | +41,509 | 277.6% | Q4 2025 | Jan 29, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 55,524 | 1,298 | 0.03% | 0.03% | 77 | +1,126 | 2.07% | Q4 2025 | Feb 03, 2026 |
| JNBA Financial Advisors | History | Added to | 55,040 | 1,287 | 0.11% | 0.1% | 78 | +6,276 | 12.87% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 53,032 | 1,240 | 0.01% | 0.02% | 79 | +1,917 | 3.75% | Q4 2025 | Jan 23, 2026 |
| RCS Financial Planning, LLC | History | Added to | 52,487 | 1,227 | 0.53% | 0.31% | 80 | +23,222 | 79.35% | Q4 2025 | Jan 15, 2026 |
| Archer Investment Management, LLC | History | New | 52,056 | 1,217 | 0.65% | — | 81 | +52,056 | New | Q4 2025 | Jan 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 51,850 | 1,212 | 0.02% | — | 82 | +51,850 | New | Q4 2025 | Feb 13, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 50,856 | 1,189 | 0.32% | 0.32% | 83 | +1,612 | 3.27% | Q4 2025 | Jan 23, 2026 |
| WealthShield Partners, LLC | History | Added to | 50,225 | 1,174 | 0.13% | 0.12% | 84 | +4,437 | 9.69% | Q4 2025 | Feb 03, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 49,833 | 1,165 | 0.01% | 0.01% | 85 | +6,214 | 14.25% | Q4 2025 | Feb 03, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 49,291 | 1,152 | 0.47% | 0.47% | 86 | +2,212 | 4.7% | Q4 2025 | Feb 09, 2026 |
| One Capital Management, LLC | History | Reduced | 47,211 | 1,104 | 0.03% | 0.04% | 87 | -2,735 | -5.48% | Q4 2025 | Feb 10, 2026 |
| Trilogy Capital Inc. | History | Added to | 46,300 | 1,082 | 0.05% | 0.05% | 88 | +2,314 | 5.26% | Q4 2025 | Jan 22, 2026 |
| Vision Capital Management, Inc. | History | Added to | 46,140 | 1,078 | 0.13% | 0.13% | 89 | +990 | 2.19% | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 45,330 | 1,060 | 0.04% | 0.04% | 90 | +1,754 | 4.03% | Q4 2025 | Feb 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 45,205 | 1,057 | 0.02% | 0.02% | 91 | +118 | 0.26% | Q4 2025 | Jan 16, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 44,525 | 1,041 | 0.0% | 0.0% | 92 | +1,229 | 2.84% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 44,109 | 1,031 | 0.0% | 0.0% | 93 | +10,053 | 29.52% | Q4 2025 | Feb 18, 2026 |
| SOFI WEALTH, LLC | History | Added to | 44,050 | 1,030 | 0.05% | 0.04% | 94 | +9,785 | 28.56% | Q4 2025 | Jan 30, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 43,488 | 1,022 | 0.34% | 0.37% | 95 | -300 | -0.69% | Q4 2025 | Feb 10, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 43,625 | 1,020 | 0.14% | 0.14% | 96 | +5,756 | 15.2% | Q4 2025 | Feb 09, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 41,746 | 976 | 0.1% | 0.08% | 97 | +7,486 | 21.85% | Q4 2025 | Feb 13, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 41,207 | 963 | 0.07% | 0.07% | 98 | -434 | -1.04% | Q4 2025 | Jan 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 40,898 | 956 | 0.01% | 0.01% | 99 | +6,636 | 19.37% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 40,699 | 951 | 0.0% | 0.0% | 100 | +18,311 | 81.79% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Reduced | 38,482 | 898 | 0.0% | 0.01% | 101 | -1,237 | -3.11% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 37,871 | 885 | 0.03% | 0.03% | 102 | +2,547 | 7.21% | Q4 2025 | Feb 11, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 37,753 | 882 | 0.1% | 0.11% | 103 | -1,158 | -2.98% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 37,505 | 877 | 0.0% | 0.0% | 104 | +18,448 | 96.8% | Q4 2025 | Feb 17, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 37,538 | 877 | 0.23% | 0.16% | 105 | +14,862 | 65.54% | Q4 2025 | Jan 12, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 36,750 | 859 | 0.03% | 0.01% | 106 | +21,132 | 135.31% | Q4 2025 | Jan 30, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 36,135 | 845 | 0.03% | 0.02% | 107 | +5,585 | 18.28% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 35,795 | 837 | 0.01% | 0.01% | 108 | +1,958 | 5.79% | Q4 2025 | Feb 13, 2026 |
| PAYDEN & RYGEL | History | No change | 35,557 | 831 | 0.06% | 0.07% | 109 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | New | 35,429 | 828 | 0.31% | — | 110 | +35,429 | New | Q4 2025 | Feb 13, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 34,308 | 802 | 0.06% | 0.06% | 111 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 33,906 | 795 | 0.04% | — | 112 | +33,906 | New | Q4 2025 | Feb 03, 2026 |
| Continuum Advisory, LLC | History | Added to | 33,102 | 774 | 0.08% | 0.07% | 113 | +5,769 | 21.11% | Q4 2025 | Feb 11, 2026 |
| MA Private Wealth | History | Added to | 32,696 | 764 | 0.13% | 0.13% | 114 | +80 | 0.25% | Q4 2025 | Feb 03, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 31,448 | 735 | 0.76% | 0.61% | 115 | +1,459 | 4.87% | Q4 2025 | Jan 16, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 30,887 | 722 | 0.31% | 0.39% | 116 | -6,079 | -16.44% | Q4 2025 | Feb 18, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 30,083 | 703 | 0.04% | 0.07% | 117 | +1,034 | 3.56% | Q4 2025 | Jan 29, 2026 |
| Traveka Wealth, LLC | History | New | 29,909 | 699 | 0.28% | — | 119 | +29,909 | New | Q4 2025 | Jan 08, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 29,921 | 699 | 0.21% | 0.19% | 118 | +4,536 | 17.87% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 29,806 | 696 | 0.0% | 0.0% | 120 | +4,433 | 17.47% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 29,609 | 692 | 0.01% | 0.01% | 121 | +1,483 | 5.27% | Q4 2025 | Feb 05, 2026 |
| Quadrature Capital Ltd | History | New | 29,279 | 684 | 0.01% | — | 122 | +29,279 | New | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | Added to | 27,840 | 651 | 0.06% | 0.04% | 123 | +11,231 | 67.62% | Q4 2025 | Feb 03, 2026 |
| Keystone Financial Services | History | Added to | 27,572 | 644 | 0.19% | 0.17% | 124 | +4,214 | 18.04% | Q4 2025 | Feb 12, 2026 |
| Gradient Investments LLC | History | Reduced | 27,323 | 638 | 0.01% | 0.01% | 125 | -114 | -0.42% | Q4 2025 | Jan 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 27,000 | 631 | 0.0% | 0.0% | 126 | +1,144 | 4.42% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 26,846 | 628 | 0.0% | 0.0% | 127 | +2,916 | 12.19% | Q4 2025 | Mar 09, 2026 |
| Asempa Wealth Advisors | History | New | 26,709 | 624 | 0.54% | — | 128 | +26,709 | New | Q4 2025 | Jan 08, 2026 |
| Neumann Capital Management, LLC | History | Added to | 25,850 | 604 | 0.17% | 0.17% | 129 | +700 | 2.78% | Q4 2025 | Jan 14, 2026 |
| Blue Edge Capital, LLC | History | Added to | 25,752 | 602 | 0.08% | 0.08% | 130 | +1,007 | 4.07% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | No change | 25,729 | 601 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kelsey Financial, LLC | History | New | 25,565 | 597 | 0.51% | — | 132 | +25,565 | New | Q4 2025 | Jan 23, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 25,393 | 594 | 0.02% | 0.02% | 133 | -1,244 | -4.67% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 24,781 | 579 | 0.01% | 0.01% | 134 | -15,022 | -37.74% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 24,736 | 578 | 0.0% | 0.0% | 135 | +9 | 0.04% | Q4 2025 | Feb 02, 2026 |
| JB Capital LLC | History | Added to | 23,942 | 559 | 0.02% | 0.02% | 136 | +1,830 | 8.28% | Q4 2025 | Jan 20, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 23,200 | 542 | 0.02% | 0.03% | 137 | -661 | -2.77% | Q4 2025 | Jan 22, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 23,082 | 539 | 0.27% | 0.19% | 138 | +6,930 | 42.9% | Q4 2025 | Jan 30, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 23,034 | 538 | 0.12% | 0.12% | 139 | +281 | 1.24% | Q4 2025 | Jan 16, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 22,799 | 533 | 0.06% | 0.03% | 140 | +12,285 | 116.84% | Q4 2025 | Feb 11, 2026 |
| Wells Financial Advisors INC | History | No change | 22,345 | 522 | 0.99% | 0.7% | 141 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| American Money Management, LLC | History | New | 22,320 | 521 | 0.08% | — | 143 | +22,320 | New | Q4 2025 | Feb 10, 2026 |
| BEACON FINANCIAL GROUP | History | New | 22,297 | 521 | 0.05% | — | 142 | +22,297 | New | Q4 2025 | Apr 01, 2026 |
| Ascent Group, LLC | History | Reduced | 22,113 | 517 | 0.02% | 0.03% | 144 | -10,624 | -32.45% | Q4 2025 | Jan 20, 2026 |
| Napier Financial, LLC | History | New | 21,811 | 510 | 0.13% | — | 145 | +21,811 | New | Q4 2025 | Feb 11, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 21,577 | 504 | 0.07% | 0.07% | 146 | +265 | 1.24% | Q4 2025 | Jan 27, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 21,473 | 502 | 0.03% | 0.03% | 147 | -397 | -1.82% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 21,057 | 492 | 0.02% | 0.02% | 148 | -3,623 | -14.68% | Q4 2025 | Feb 17, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 20,630 | 482 | 0.25% | 0.27% | 149 | +209 | 1.02% | Q4 2025 | Feb 10, 2026 |
| EQ LLC | History | Added to | 20,494 | 479 | 0.14% | 0.13% | 150 | +4,219 | 25.92% | Q4 2025 | Feb 10, 2026 |
| Focus Financial Network, Inc. | History | Added to | 20,504 | 479 | 0.02% | 0.02% | 151 | +254 | 1.25% | Q4 2025 | Jan 12, 2026 |
| CHOREO, LLC | History | Reduced | 20,352 | 477 | 0.01% | 0.01% | 152 | -3,327 | -14.05% | Q4 2025 | Jan 23, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 19,802 | 463 | 0.18% | 0.18% | 153 | +587 | 3.05% | Q4 2025 | Jan 28, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 19,760 | 462 | 0.12% | 0.12% | 154 | -207 | -1.04% | Q4 2025 | Jan 23, 2026 |
| MBE Wealth Management, LLC | History | Added to | 19,286 | 450 | 0.19% | 0.18% | 155 | +1,226 | 6.79% | Q4 2025 | Jan 21, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 19,030 | 445 | 0.01% | 0.01% | 156 | +849 | 4.67% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 18,945 | 443 | 0.01% | 0.01% | 157 | +130 | 0.69% | Q4 2025 | Feb 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 18,913 | 442 | 0.01% | 0.01% | 158 | +222 | 1.19% | Q4 2025 | Jan 23, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 18,835 | 440 | 0.05% | 0.05% | 159 | +465 | 2.53% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 18,496 | 432 | 0.0% | 0.0% | 160 | +7,120 | 62.59% | Q4 2025 | Jan 26, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 18,289 | 427 | 0.01% | 0.01% | 161 | -1,792 | -8.92% | Q4 2025 | Jan 07, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 17,743 | 414 | 0.26% | 0.25% | 162 | +812 | 4.8% | Q4 2025 | Jan 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 17,208 | 402 | 0.01% | 0.01% | 163 | +27 | 0.16% | Q4 2025 | Jan 09, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 16,488 | 386 | 0.01% | 0.01% | 164 | -48 | -0.29% | Q4 2025 | Feb 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 16,153 | 377 | 0.04% | 0.04% | 165 | +2,154 | 15.39% | Q4 2025 | Jan 26, 2026 |
| Carr Financial Group Corp | History | Added to | 16,018 | 374 | 0.1% | 0.1% | 166 | +233 | 1.48% | Q4 2025 | Jan 09, 2026 |
| Cornerstone Financial Management LLC | History | New | 15,831 | 370 | 0.35% | — | 168 | +15,831 | New | Q4 2025 | Feb 13, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 15,816 | 370 | 0.2% | 0.31% | 167 | -14,383 | -47.63% | Q4 2025 | Jan 13, 2026 |
| Occidental Asset Management, LLC | History | Added to | 15,594 | 364 | 0.04% | 0.05% | 169 | +19 | 0.12% | Q4 2025 | Jan 08, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 15,403 | 360 | 0.17% | 0.17% | 170 | +999 | 6.94% | Q4 2025 | Jan 29, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 15,170 | 355 | 0.28% | 0.24% | 171 | +3,092 | 25.6% | Q4 2025 | Feb 20, 2026 |
| Larson Financial Group LLC | History | Reduced | 14,969 | 350 | 0.01% | 0.01% | 172 | -713 | -4.55% | Q4 2025 | Feb 06, 2026 |
| Savvy Advisors, Inc. | History | Added to | 14,963 | 349 | 0.01% | 0.02% | 173 | +939 | 6.7% | Q4 2025 | Jan 20, 2026 |
| Maia Wealth LLC | History | Reduced | 14,770 | 347 | 0.06% | 0.09% | 174 | -8,195 | -35.68% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 14,794 | 345 | 0.0% | 0.0% | 175 | +825 | 5.91% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 14,504 | 339 | 0.0% | 0.0% | 176 | +2,668 | 22.54% | Q4 2025 | Feb 13, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 14,306 | 336 | 0.29% | — | 177 | +14,306 | New | Q4 2025 | Feb 11, 2026 |
| XY Planning Network, Inc. | History | New | 14,343 | 335 | 0.06% | — | 179 | +14,343 | New | Q4 2025 | Jan 26, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 14,350 | 335 | 0.11% | 0.09% | 178 | +2,971 | 26.11% | Q4 2025 | Feb 03, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 14,314 | 334 | 0.02% | 0.01% | 180 | +5,342 | 59.54% | Q4 2025 | Jan 29, 2026 |
| UPTICK PARTNERS, LLC | History | New | 14,180 | 331 | 0.07% | — | 181 | +14,180 | New | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 13,472 | 315 | 0.01% | 0.01% | 182 | -725 | -5.11% | Q4 2025 | Feb 09, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 13,412 | 314 | 0.01% | 0.01% | 183 | +1,681 | 14.33% | Q4 2025 | Jan 09, 2026 |
| Keener Financial Planning LLC | History | Added to | 13,416 | 313 | 0.14% | 0.11% | 185 | +3,043 | 29.34% | Q4 2025 | Jan 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 13,412 | 313 | 0.01% | 0.01% | 184 | +1,681 | 14.33% | Q4 2025 | Feb 19, 2026 |
| Tribridge Partners Financial LLC | History | New | 13,355 | 312 | 0.13% | — | 186 | +13,355 | New | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Reduced | 13,252 | 309 | 0.0% | 0.0% | 187 | -884 | -6.25% | Q4 2025 | Jan 29, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 13,080 | 305 | 0.09% | 0.09% | 189 | +1,010 | 8.37% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 13,084 | 305 | 0.0% | 0.0% | 188 | +979 | 8.09% | Q4 2025 | Feb 02, 2026 |
| Five Pine Wealth Management | History | Added to | 13,031 | 304 | 0.2% | 0.21% | 190 | +40 | 0.31% | Q4 2025 | Jan 21, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 12,549 | 295 | 0.19% | 0.23% | 191 | -1,197 | -8.71% | Q4 2025 | Feb 11, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 12,557 | 293 | 0.11% | — | 192 | +12,557 | New | Q4 2025 | Feb 12, 2026 |
| Two West Capital Advisors LLC | History | Added to | 12,569 | 293 | 0.17% | 0.17% | 193 | +513 | 4.26% | Q4 2025 | Jan 13, 2026 |
| PFG Advisors | History | Reduced | 12,278 | 287 | 0.01% | 0.02% | 194 | -11,733 | -48.87% | Q4 2025 | Jan 27, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 12,266 | 286 | 0.0% | 0.0% | 195 | -420 | -3.31% | Q4 2025 | Feb 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 11,991 | 280 | 0.01% | 0.01% | 196 | +102 | 0.86% | Q4 2025 | Feb 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 11,878 | 277 | 0.04% | 0.04% | 197 | -417 | -3.39% | Q4 2025 | Jan 26, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 11,737 | 274 | 0.02% | 0.02% | 198 | +18 | 0.15% | Q4 2025 | Jan 14, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 11,582 | 270 | 0.01% | 0.01% | 199 | +1,468 | 14.51% | Q4 2025 | Feb 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,515 | 269 | 0.01% | 0.01% | 200 | +2,589 | 29.01% | Q4 2025 | Feb 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 11,244 | 262 | 0.0% | 0.0% | 201 | -471 | -4.02% | Q4 2025 | Feb 12, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 10,942 | 255 | 0.02% | 0.02% | 202 | +54 | 0.5% | Q4 2025 | Feb 10, 2026 |
| WBH ADVISORY INC | History | Added to | 10,863 | 254 | 0.02% | 0.02% | 203 | +123 | 1.15% | Q4 2025 | Jan 26, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 10,842 | 253 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Finley Financial, LLC | History | No change | 10,850 | 253 | 0.12% | 0.12% | 205 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 10,545 | 246 | 0.01% | 0.01% | 207 | +1,726 | 19.57% | Q4 2025 | Jan 29, 2026 |
| Centurion Wealth Management LLC | History | Added to | 10,545 | 246 | 0.05% | 0.05% | 206 | +1,714 | 19.41% | Q4 2025 | Jan 14, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 10,382 | 242 | 0.01% | 0.01% | 208 | -888 | -7.88% | Q4 2025 | Jan 30, 2026 |
| Vantus Wealth LLC | History | New | 10,234 | 239 | 0.18% | — | 209 | +10,234 | New | Q4 2025 | Feb 10, 2026 |
| Veridan Wealth LLC | History | Added to | 10,198 | 238 | 0.08% | 0.08% | 210 | +150 | 1.49% | Q4 2025 | Feb 13, 2026 |
| Rockport Wealth LLC | History | No change | 10,127 | 236 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 10,017 | 234 | 0.11% | 0.08% | 212 | +3,331 | 49.82% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 9,962 | 232 | 0.0% | 0.0% | 213 | -5,122 | -33.96% | Q4 2025 | Mar 16, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 9,928 | 232 | 0.0% | 0.0% | 214 | +1,126 | 12.79% | Q4 2025 | Feb 09, 2026 |
| Advyzon Investment Management, LLC | History | New | 9,827 | 229 | 0.03% | — | 215 | +9,827 | New | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 9,777 | 228 | 0.2% | — | 217 | +9,777 | New | Q4 2025 | Feb 10, 2026 |
| WARNER FINANCIAL, INC | History | New | 9,746 | 228 | 0.08% | — | 216 | +9,746 | New | Q4 2025 | Jan 21, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 9,677 | 226 | 0.01% | 0.01% | 218 | -1,069 | -9.95% | Q4 2025 | Jan 12, 2026 |
| Capasso Planning Partners LLC | History | New | 9,527 | 222 | 0.12% | — | 219 | +9,527 | New | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 9,274 | 216 | 0.06% | — | 222 | +9,274 | New | Q4 2025 | Feb 09, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 9,242 | 216 | 0.01% | 0.01% | 220 | +360 | 4.05% | Q4 2025 | Jan 23, 2026 |
| High Falls Advisors, Inc | History | Added to | 9,259 | 216 | 0.04% | 0.04% | 221 | +191 | 2.11% | Q4 2025 | Feb 18, 2026 |
| NorthRock Partners, LLC | History | New | 9,226 | 215 | 0.0% | — | 223 | +9,226 | New | Q4 2025 | Feb 17, 2026 |
| Level Financial Advisors | History | Reduced | 9,195 | 215 | 0.06% | 0.06% | 224 | -65 | -0.7% | Q4 2025 | Jan 26, 2026 |
| Wharton Business Group, LLC | History | Reduced | 9,190 | 214 | 0.01% | 0.01% | 225 | -855 | -8.51% | Q4 2025 | Feb 11, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Reduced | 9,075 | 212 | 0.06% | 0.07% | 226 | -784 | -7.95% | Q4 2025 | Feb 04, 2026 |
| Kestra Investment Management, LLC | History | Added to | 8,872 | 207 | 0.01% | 0.01% | 227 | +174 | 2.0% | Q4 2025 | Feb 09, 2026 |
| LVW Advisors, LLC | History | New | 8,827 | 206 | 0.02% | — | 228 | +8,827 | New | Q4 2025 | Jan 14, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 8,686 | 203 | 0.14% | 0.16% | 229 | -623 | -6.69% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 8,642 | 202 | 0.0% | — | 230 | +8,642 | New | Q4 2025 | Jan 20, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 8,282 | 193 | 0.0% | 0.0% | 231 | +826 | 11.08% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 7,860 | 183 | 0.0% | 0.0% | 232 | -2,550 | -24.5% | Q4 2025 | Feb 17, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 7,571 | 177 | 0.05% | 0.05% | 233 | +451 | 6.33% | Q4 2025 | Jan 28, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 6,950 | 162 | 0.16% | — | 234 | +6,950 | New | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | No change | 6,309 | 147 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Fairway Wealth LLC | History | Added to | 6,251 | 146 | 0.04% | 0.04% | 236 | +91 | 1.48% | Q4 2025 | Jan 28, 2026 |
| BlackRock, Inc. | History | Added to | 6,235 | 145 | 0.0% | 0.0% | 237 | +64 | 1.04% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 5,440 | 127 | 0.01% | — | 238 | +5,440 | New | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | Added to | 5,276 | 123 | 0.0% | 0.0% | 239 | +204 | 4.02% | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 5,228 | 122 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 4,866 | 113 | 0.0% | — | 241 | +4,866 | New | Q4 2025 | Feb 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 4,750 | 111 | 0.01% | 0.0% | 242 | +2,562 | 117.09% | Q4 2025 | Feb 13, 2026 |
| GGM Financials LLC | History | Added to | 3,985 | 93 | 0.05% | 0.05% | 243 | +58 | 1.48% | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,818 | 89 | 0.0% | 0.0% | 244 | -107 | -2.73% | Q4 2025 | Feb 06, 2026 |
| Investors Portfolio Services LLC | History | New | 3,722 | 87 | 0.08% | — | 245 | +3,722 | New | Q4 2025 | Feb 09, 2026 |
| SHP Wealth Management | History | New | 3,558 | 83 | 0.01% | — | 246 | +3,558 | New | Q4 2025 | Mar 04, 2026 |
| BESSEMER GROUP INC | History | New | 3,371 | 79 | 0.0% | — | 247 | +3,371 | New | Q4 2025 | Feb 05, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,404 | 79 | 0.0% | 0.0% | 248 | +18 | 0.53% | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,345 | 78 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,273 | 76 | 0.0% | 0.0% | 250 | +40 | 1.24% | Q4 2025 | Feb 06, 2026 |
| Millstone Evans Group, LLC | History | New | 3,209 | 75 | 0.04% | — | 251 | +3,209 | New | Q4 2025 | Feb 02, 2026 |
| Milestone Investment Advisors LLC | History | No change | 3,000 | 70 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,896 | 67 | 0.0% | 0.0% | 253 | +2,810 | 3267.44% | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 2,636 | 61 | 0.05% | 0.03% | 254 | +1,246 | 89.64% | Q4 2025 | Feb 10, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 2,296 | 53 | 0.03% | 0.03% | 255 | +74 | 3.33% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 2,204 | 51 | 0.0% | — | 256 | +2,204 | New | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 2,090 | 48 | 0.02% | — | 258 | +2,090 | New | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | Added to | 2,069 | 48 | 0.0% | 0.0% | 257 | +359 | 20.99% | Q4 2025 | Feb 13, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 2,011 | 47 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,947 | 45 | 0.0% | 0.0% | 260 | +143 | 7.93% | Q4 2025 | Jan 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,783 | 41 | 0.02% | 0.03% | 261 | -1,731 | -49.26% | Q4 2025 | Feb 18, 2026 |
| US BANCORP \DE\ | History | Added to | 1,663 | 38 | 0.0% | 0.0% | 262 | +812 | 95.42% | Q4 2025 | Jan 30, 2026 |
| Centennial Bank/AR/ | History | No change | 1,600 | 37 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,588 | 37 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NBT BANK N A /NY | History | Reduced | 23 | 26 | 0.0% | 0.0% | 265 | -1 | -4.17% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,104 | 25 | 0.0% | 0.0% | 266 | -16 | -1.43% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | New | 1,060 | 24 | 0.0% | — | 269 | +1,060 | New | Q4 2025 | Feb 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 1,046 | 24 | 0.0% | — | 268 | +1,046 | New | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,027 | 24 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kilter Group LLC | History | Reduced | 1,010 | 23 | 0.01% | 0.01% | 271 | -73 | -6.74% | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 1,005 | 23 | 0.0% | 0.0% | 270 | +14 | 1.41% | Q4 2025 | Jan 30, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 862 | 20 | 0.0% | 0.0% | 274 | +132 | 18.08% | Q4 2025 | Feb 09, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 895 | 20 | 0.0% | 0.0% | 273 | -105 | -10.5% | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | No change | 861 | 20 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 820 | 19 | 0.0% | 0.0% | 275 | +12 | 1.49% | Q4 2025 | Jan 29, 2026 |
| Camelot Portfolios, LLC | History | New | 704 | 16 | 0.01% | — | 276 | +704 | New | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 614 | 14 | 0.0% | 0.0% | 277 | -905 | -59.58% | Q4 2025 | Feb 06, 2026 |
| DT Investment Partners, LLC | History | New | 638 | 14 | 0.0% | — | 278 | +638 | New | Q4 2025 | Feb 10, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 638 | 14 | 0.0% | 0.0% | 279 | +19 | 3.07% | Q4 2025 | Feb 18, 2026 |
| Archer Investment Corp | History | No change | 639 | 14 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 545 | 12 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 488 | 11 | 0.0% | — | 282 | +488 | New | Q4 2025 | Feb 17, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 434 | 10 | 0.01% | 0.01% | 283 | -132 | -23.32% | Q4 2025 | Feb 10, 2026 |
| Bangor Savings Bank | History | No change | 370 | 8 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Spire Wealth Management | History | New | 342 | 7 | 0.0% | — | 285 | +342 | New | Q4 2025 | Jan 14, 2026 |
| Triumph Capital Management | History | New | 285 | 6 | 0.0% | — | 286 | +285 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | New | 266 | 6 | 0.0% | — | 287 | +266 | New | Q4 2025 | Feb 02, 2026 |
| Key Capital Management, INC | History | New | 215 | 5 | 0.0% | — | 288 | +215 | New | Q4 2025 | Jan 26, 2026 |
| Community Bank, N.A. | History | No change | 146 | 3 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BLUELINE ADVISORS LLC | History | New | 128 | 2 | 0.0% | — | 293 | +128 | New | Q4 2025 | Feb 10, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 88 | 2 | 0.0% | — | 290 | +88 | New | Q4 2025 | Feb 05, 2026 |
| Lodestone Wealth Management LLC | History | New | 86 | 2 | 0.0% | — | 291 | +86 | New | Q4 2025 | Jan 15, 2026 |
| MASECO LLP | History | No change | 105 | 2 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 71 | 1 | 0.0% | — | 296 | +71 | New | Q4 2025 | Feb 03, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 58 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 54 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Stanich Group LLC | History | Closed out | 0 | 0 | — | 3.4% | — | -235,868 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -77,813 | -100.0% | Q3 2025 | Oct 15, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -56,556 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,902 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,494 | -100.0% | Q3 2025 | Oct 31, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,906 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Marshall Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,385 | -100.0% | Q3 2025 | Oct 08, 2025 |
| WHITTIER TRUST CO | History | Reduced | 19 | 0 | — | 0.0% | — | -9,240 | -99.79% | Q4 2025 | Jan 26, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,856 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,746 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,794 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -6,545 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,067 | -100.0% | Q3 2025 | Oct 29, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,595 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -959 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -690 | -100.0% | Q3 2025 | Oct 08, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -310 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Measured Wealth Private Client Group, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Feb 10, 2026 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q3 2025 | Nov 13, 2025 |