iSHARES TRUST - TFLO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 6,756,367 | 340,926 | 0.09% | 0.09% | 1 | +426,615 | 6.74% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 5,824,257 | 293,892 | 0.02% | 0.02% | 2 | -936,371 | -13.85% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 3,631,683 | 183,254 | 0.01% | 0.01% | 3 | -284,579 | -7.27% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 2,210,568 | 111,545 | 0.02% | 0.02% | 4 | -316,073 | -12.51% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,860,206 | 93,865 | 0.03% | 0.03% | 5 | -486,995 | -20.75% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,724,436 | 87,015 | 0.69% | 0.39% | 6 | +266,825 | 18.31% | Q4 2025 | Feb 13, 2026 |
| Financial Advisory Corp | History | Reduced | 1,593,868 | 80,426 | 11.7% | 12.27% | 7 | -53,222 | -3.23% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Reduced | 1,571,229 | 79,283 | 0.09% | 0.11% | 8 | -170,958 | -9.81% | Q4 2025 | Feb 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 1,497,557 | 75,566 | 2.67% | 3.75% | 9 | -1,974 | -0.13% | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,257,778 | 63,468 | 0.01% | — | 10 | +1,257,778 | New | Q4 2025 | Feb 17, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 1,235,075 | 62,321 | 8.2% | 8.28% | 11 | -54,679 | -4.24% | Q4 2025 | Jan 23, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 1,099,096 | 55,460 | 11.47% | 11.31% | 12 | +40,804 | 3.86% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,082,586 | 54,627 | 0.06% | 0.06% | 13 | -17,236 | -1.57% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,052,366 | 53,102 | 0.02% | 0.02% | 14 | +23,004 | 2.23% | Q4 2025 | Feb 18, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 1,007,608 | 50,864 | 2.04% | 2.93% | 15 | -333,456 | -24.87% | Q4 2025 | Jan 09, 2026 |
| Brookstone Capital Management | History | Added to | 1,002,671 | 50,594 | 0.58% | 0.6% | 16 | +1,059 | 0.11% | Q4 2025 | Jan 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 998,661 | 50,392 | 0.87% | 1.44% | 17 | -342,766 | -25.55% | Q4 2025 | Feb 19, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 968,121 | 48,856 | 0.07% | 0.07% | 18 | +42,219 | 4.56% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 915,787 | 46,211 | 0.12% | 0.14% | 19 | -102,274 | -10.05% | Q4 2025 | Feb 05, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 908,043 | 45,819 | 1.4% | 1.5% | 20 | -35,591 | -3.77% | Q4 2025 | Jan 21, 2026 |
| Stash Investments, LLC | History | Added to | 871,657 | 43,983 | 17.63% | 17.38% | 21 | +73,290 | 9.18% | Q4 2025 | Jan 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 861,086 | 43,450 | 0.01% | 0.01% | 22 | -4,524 | -0.52% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | New | 837,630 | 42,266 | 0.94% | — | 23 | +837,630 | New | Q4 2025 | Feb 05, 2026 |
| Rinkey Investments | History | Added to | 819,788 | 41,366 | 10.51% | 10.01% | 24 | +74,289 | 9.97% | Q4 2025 | Feb 04, 2026 |
| Walker Financial Services, Inc. | History | Added to | 671,314 | 33,874 | 12.27% | 10.75% | 25 | +124,973 | 22.87% | Q4 2025 | Jan 28, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 665,367 | 33,574 | 0.03% | 0.04% | 26 | -138,086 | -17.19% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 659,009 | 33,253 | 0.07% | 0.08% | 27 | -45,860 | -6.51% | Q4 2025 | Jan 23, 2026 |
| Facet Wealth, Inc. | History | Added to | 644,405 | 32,613 | 0.58% | 0.64% | 28 | +29,307 | 4.76% | Q4 2025 | Jan 29, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 600,440 | 30,298 | 4.01% | 3.97% | 29 | +38,719 | 6.89% | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 599,479 | 30,249 | 0.04% | 0.04% | 30 | -44,623 | -6.93% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 589,850 | 29,763 | 0.03% | 0.02% | 31 | +219,382 | 59.22% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 584,195 | 29,478 | 1.79% | 1.5% | 32 | +118,350 | 25.41% | Q4 2025 | Feb 18, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 569,683 | 28,746 | 1.68% | 1.71% | 33 | +3,638 | 0.64% | Q4 2025 | Jan 15, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 520,479 | 26,263 | 6.75% | 6.7% | 34 | +9,703 | 1.9% | Q4 2025 | Jan 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 506,439 | 25,554 | 0.06% | 0.06% | 35 | +77,410 | 18.04% | Q4 2025 | Feb 13, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 503,104 | 25,386 | 6.98% | 3.74% | 36 | +270,296 | 116.1% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 488,914 | 24,670 | 0.24% | 0.26% | 37 | -7,600 | -1.53% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 481,229 | 24,282 | 0.01% | 0.02% | 38 | -103,116 | -17.65% | Q4 2025 | Feb 17, 2026 |
| BEACON FINANCIAL GROUP | History | New | 446,163 | 22,513 | 2.24% | — | 39 | +446,163 | New | Q4 2025 | Apr 01, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 412,696 | 20,824 | 1.25% | 0.04% | 40 | +399,224 | 2963.36% | Q4 2025 | Jan 20, 2026 |
| Weaver Consulting Group | History | Reduced | 410,997 | 20,738 | 5.07% | 5.48% | 41 | -14,974 | -3.52% | Q4 2025 | Feb 10, 2026 |
| SUMMITRY LLC | History | Added to | 410,909 | 20,734 | 0.86% | 0.86% | 42 | +6,892 | 1.71% | Q4 2025 | Feb 09, 2026 |
| Betterment LLC | History | Added to | 391,135 | 19,737 | 0.04% | 0.03% | 43 | +59,542 | 17.96% | Q4 2025 | Feb 12, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 388,922 | 19,624 | 1.28% | 1.14% | 44 | +67,195 | 20.89% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Added to | 385,775 | 19,466 | 0.01% | 0.01% | 45 | +45,446 | 13.35% | Q4 2025 | Feb 17, 2026 |
| St. Louis Financial Planners Asset Management, LLC | History | Added to | 362,429 | 18,288 | 11.24% | 11.13% | 46 | +21,096 | 6.18% | Q4 2025 | Jan 07, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 329,518 | 16,627 | 3.86% | 2.61% | 47 | +60,449 | 22.47% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 303,285 | 15,303 | 0.27% | 0.39% | 48 | -42,949 | -12.4% | Q4 2025 | Feb 06, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 281,038 | 14,191 | 3.07% | 3.78% | 49 | -57,827 | -17.06% | Q4 2025 | Feb 05, 2026 |
| Arta Finance Wealth Management LLC | History | New | 276,062 | 13,930 | 7.11% | — | 50 | +276,062 | New | Q4 2025 | Jan 20, 2026 |
| LANDAAS & CO /WI /ADV | History | Reduced | 271,146 | 13,682 | 3.01% | 5.7% | 51 | -224,292 | -45.27% | Q4 2025 | Jan 21, 2026 |
| Private Advisor Group, LLC | History | Reduced | 269,492 | 13,598 | 0.06% | 0.09% | 52 | -93,436 | -25.75% | Q4 2025 | Feb 17, 2026 |
| J2 Capital Management Inc | History | Added to | 268,747 | 13,560 | 9.89% | 9.45% | 53 | +20,357 | 8.2% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 266,948 | 13,470 | 0.14% | 0.2% | 54 | +5,817 | 2.23% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 256,300 | 12,932 | 0.02% | 0.04% | 55 | -188,675 | -42.4% | Q4 2025 | Feb 18, 2026 |
| Luminist Capital LLC | History | Added to | 254,097 | 12,821 | 15.8% | 7.23% | 56 | +88,050 | 53.03% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 253,998 | 12,809 | 0.31% | 0.24% | 57 | +10,559 | 4.34% | Q4 2025 | Feb 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 251,755 | 12,701 | 0.86% | 0.75% | 58 | +52,716 | 26.49% | Q4 2025 | Jan 15, 2026 |
| Portfolio Design Labs, LLC | History | Added to | 247,679 | 12,497 | 2.06% | 2.13% | 59 | +2,925 | 1.2% | Q4 2025 | Feb 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 245,737 | 12,399 | 0.73% | 0.87% | 60 | -5,939 | -2.36% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 237,478 | 11,983 | 0.09% | 0.07% | 61 | +59,541 | 33.46% | Q4 2025 | Feb 12, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 236,310 | 11,924 | 0.26% | 0.05% | 62 | -29,671 | -11.16% | Q4 2025 | Feb 20, 2026 |
| HAMEL ASSOCIATES, INC. | History | Added to | 235,805 | 11,898 | 3.59% | 1.49% | 63 | +139,710 | 145.39% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 233,440 | 11,779 | 0.0% | 0.0% | 64 | +220,918 | 1764.24% | Q4 2025 | Mar 25, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 226,322 | 11,420 | 2.31% | 2.2% | 65 | +19,159 | 9.25% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 223,090 | 11,257 | 0.09% | 0.14% | 66 | -47,170 | -17.45% | Q4 2025 | Feb 17, 2026 |
| MKT Advisors LLC | History | Added to | 219,004 | 11,053 | 3.77% | 4.08% | 67 | +1,401 | 0.64% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | Added to | 218,850 | 11,043 | 0.25% | 0.18% | 68 | +84,508 | 62.91% | Q4 2025 | Feb 06, 2026 |
| Markin Asset Management, LP | History | New | 217,212 | 10,960 | 12.05% | — | 69 | +217,212 | New | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 208,194 | 10,505 | 0.07% | 0.1% | 70 | -61,377 | -22.77% | Q4 2025 | Feb 17, 2026 |
| HARTLINE INVESTMENT CORP/ | History | Reduced | 207,480 | 10,469 | 1.13% | 1.28% | 71 | -35,970 | -14.78% | Q4 2025 | Feb 09, 2026 |
| Ascent Group, LLC | History | Added to | 203,351 | 10,261 | 0.35% | 0.36% | 72 | +2,668 | 1.33% | Q4 2025 | Jan 20, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 202,791 | 10,232 | 0.49% | 0.15% | 73 | +160,603 | 380.68% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 201,371 | 10,161 | 0.14% | 0.04% | 74 | +159,183 | 377.32% | Q4 2025 | Feb 06, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 198,004 | 9,991 | 6.72% | 7.52% | 75 | -9,716 | -4.68% | Q4 2025 | Jan 20, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 190,171 | 9,596 | 3.31% | 2.07% | 76 | +86,112 | 82.75% | Q4 2025 | Jan 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 188,687 | 9,521 | 0.06% | 0.07% | 77 | +1,863 | 1.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 188,140 | 9,493 | 2.33% | 2.17% | 78 | +11,406 | 6.45% | Q4 2025 | Jan 12, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 182,648 | 9,216 | 3.45% | 3.49% | 79 | +2,441 | 1.35% | Q4 2025 | Jan 23, 2026 |
| GeoWealth Management, LLC | History | Added to | 175,145 | 8,837 | 0.33% | 0.13% | 80 | +104,609 | 148.31% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 174,906 | 8,826 | 0.02% | 0.02% | 81 | +12,893 | 7.96% | Q4 2025 | Feb 11, 2026 |
| Element Wealth, LLC | History | Reduced | 170,947 | 8,626 | 3.56% | 3.88% | 82 | -5,647 | -3.2% | Q4 2025 | Feb 13, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 170,699 | 8,613 | 2.72% | 3.86% | 83 | -44,680 | -20.74% | Q4 2025 | Jan 08, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 169,924 | 8,574 | 10.9% | — | 84 | +169,924 | New | Q4 2025 | Feb 11, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 165,697 | 8,361 | 4.82% | 5.42% | 85 | -14,324 | -7.96% | Q4 2025 | Jan 12, 2026 |
| Generation Capital Management LLC | History | Added to | 165,577 | 8,355 | 5.42% | 5.54% | 86 | +14,285 | 9.44% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 164,899 | 8,320 | 0.01% | 0.02% | 87 | -32,523 | -16.47% | Q4 2025 | Feb 11, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 164,288 | 8,289 | 0.71% | 0.87% | 88 | -31,114 | -15.92% | Q4 2025 | Jan 21, 2026 |
| Sovran Advisors, LLC | History | Added to | 162,275 | 8,199 | 0.7% | 0.63% | 89 | +22,253 | 15.89% | Q4 2025 | Jan 20, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 161,509 | 8,149 | 0.98% | 1.22% | 90 | -25,761 | -13.76% | Q4 2025 | Jan 22, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 160,770 | 8,112 | 0.29% | 0.18% | 91 | +69,476 | 76.1% | Q4 2025 | Feb 04, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 157,320 | 7,938 | 1.67% | 1.98% | 92 | +7,246 | 4.83% | Q4 2025 | Feb 13, 2026 |
| Cypress Capital, LLC | History | Added to | 152,640 | 7,702 | 2.16% | 2.2% | 93 | +669 | 0.44% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 149,850 | 7,564 | 0.01% | 0.01% | 94 | +11,251 | 8.12% | Q4 2025 | Jan 08, 2026 |
| Oxbow Advisors, LLC | History | Added to | 147,889 | 7,462 | 0.66% | 0.46% | 95 | +49,270 | 49.96% | Q4 2025 | Feb 04, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 144,701 | 7,301 | 0.63% | 0.71% | 96 | -12,577 | -8.0% | Q4 2025 | Jan 05, 2026 |
| Sankala Group LLC | History | New | 143,885 | 7,283 | 5.82% | — | 97 | +143,885 | New | Q4 2025 | Mar 02, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 142,847 | 7,208 | 0.13% | 0.15% | 98 | +1,841 | 1.31% | Q4 2025 | Jan 16, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 140,946 | 7,112 | 1.36% | 1.15% | 99 | +32,977 | 30.54% | Q4 2025 | Jan 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 135,201 | 6,822 | 0.15% | 0.14% | 100 | +11,712 | 9.48% | Q4 2025 | Feb 02, 2026 |
| Elevation Capital Advisory, LLC | History | New | 130,057 | 6,562 | 2.68% | — | 101 | +130,057 | New | Q4 2025 | Jan 26, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 127,817 | 6,458 | 2.76% | 3.47% | 102 | -10,197 | -7.39% | Q4 2025 | Feb 17, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 126,965 | 6,406 | 0.21% | 0.21% | 103 | +3,079 | 2.49% | Q4 2025 | Jan 20, 2026 |
| Gotham Asset Management, LLC | History | Added to | 126,460 | 6,381 | 0.02% | 0.03% | 104 | +4,959 | 4.08% | Q4 2025 | Feb 17, 2026 |
| Montecito Bank & Trust | History | Reduced | 119,058 | 6,007 | 0.96% | 0.94% | 105 | -199 | -0.17% | Q4 2025 | Jan 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 116,786 | 5,893 | 0.28% | 0.26% | 106 | +21,825 | 22.98% | Q4 2025 | Jan 12, 2026 |
| Glenview Trust Co | History | Added to | 113,416 | 5,722 | 0.09% | 0.08% | 107 | +7,454 | 7.03% | Q4 2025 | Feb 09, 2026 |
| PFS Partners, LLC | History | Added to | 108,927 | 5,496 | 2.51% | 2.07% | 108 | +22,800 | 26.47% | Q4 2025 | Jan 16, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 106,869 | 5,392 | 0.4% | 0.68% | 109 | -74,096 | -40.94% | Q4 2025 | Feb 06, 2026 |
| SMITH, MOORE & CO. | History | Added to | 102,718 | 5,183 | 0.39% | 0.31% | 110 | +22,044 | 27.32% | Q4 2025 | Jan 23, 2026 |
| New Capital Management LP | History | Reduced | 101,557 | 5,124 | 1.29% | 2.15% | 111 | -60,870 | -37.48% | Q4 2025 | Jan 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 100,014 | 5,046 | 0.0% | 0.0% | 112 | -106,896 | -51.66% | Q4 2025 | Feb 12, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 96,275 | 4,858 | 0.94% | 0.94% | 113 | +1,772 | 1.88% | Q4 2025 | Feb 13, 2026 |
| FWG Holdings, LLC | History | No change | 95,654 | 4,838 | 1.84% | 2.09% | 114 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 93,474 | 4,716 | 0.01% | 0.0% | 115 | +51,317 | 121.73% | Q4 2025 | Mar 16, 2026 |
| Baring Financial LLC | History | Added to | 90,939 | 4,588 | 2.79% | 2.85% | 116 | +8,188 | 9.89% | Q4 2025 | Jan 07, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 86,769 | 4,378 | 1.63% | 1.92% | 117 | -17,389 | -16.69% | Q4 2025 | Feb 13, 2026 |
| Disciplined Investments, LLC | History | Reduced | 86,059 | 4,342 | 1.67% | 1.87% | 118 | -6,886 | -7.41% | Q4 2025 | Feb 05, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 85,214 | 4,299 | 0.84% | 0.63% | 119 | +26,711 | 45.66% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 84,927 | 4,285 | 0.0% | 0.0% | 120 | -41,141 | -32.63% | Q4 2025 | Feb 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 83,440 | 4,210 | 0.02% | 0.02% | 121 | +282 | 0.34% | Q4 2025 | Feb 12, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 81,274 | 4,101 | 0.77% | 4.81% | 122 | -421,718 | -83.84% | Q4 2025 | Jan 28, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 80,957 | 4,085 | 0.69% | 0.66% | 123 | +4,958 | 6.52% | Q4 2025 | Jan 21, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 80,616 | 4,067 | 3.0% | 3.49% | 124 | -13,919 | -14.72% | Q4 2025 | Feb 05, 2026 |
| Hershey Financial Advisers, LLC | History | New | 78,206 | 3,946 | 3.34% | — | 125 | +78,206 | New | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 72,884 | 3,677 | 0.03% | 0.03% | 126 | +504 | 0.7% | Q4 2025 | Feb 18, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 72,690 | 3,667 | 0.07% | 0.08% | 127 | +8,285 | 12.86% | Q4 2025 | Feb 03, 2026 |
| Bank of New York Mellon Corp | History | Added to | 72,053 | 3,635 | 0.0% | 0.0% | 128 | +10,263 | 16.61% | Q4 2025 | Feb 10, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 70,025 | 3,533 | 0.92% | 1.98% | 129 | -89,367 | -56.07% | Q4 2025 | Jan 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 69,453 | 3,504 | 0.02% | 0.02% | 130 | -12,103 | -14.84% | Q4 2025 | Jan 29, 2026 |
| Nilsine Partners, LLC | History | Added to | 67,222 | 3,392 | 0.29% | 0.25% | 131 | +12,369 | 22.55% | Q4 2025 | Jan 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 64,269 | 3,242 | 0.19% | 0.14% | 132 | +2,240 | 3.61% | Q4 2025 | Jan 30, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 63,429 | 3,200 | 0.11% | 0.12% | 133 | -3,438 | -5.14% | Q4 2025 | Jan 12, 2026 |
| Allworth Financial LP | History | New | 63,356 | 3,196 | 0.01% | — | 134 | +63,356 | New | Q4 2025 | Feb 05, 2026 |
| ORG Partners LLC | History | Reduced | 60,906 | 3,073 | 0.54% | 0.56% | 135 | -28 | -0.05% | Q4 2025 | Jan 14, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Reduced | 60,708 | 3,063 | 29.67% | 28.65% | 136 | -6,719 | -9.96% | Q4 2025 | Jan 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 57,820 | 2,917 | 0.11% | 0.03% | 137 | +45,381 | 364.83% | Q4 2025 | Feb 09, 2026 |
| Smart Money Group LLC | History | New | 56,975 | 2,874 | 0.84% | — | 138 | +56,975 | New | Q4 2025 | Jan 30, 2026 |
| SG Trading Solutions, LLC | History | New | 56,660 | 2,859 | 0.66% | — | 139 | +56,660 | New | Q4 2025 | Feb 24, 2026 |
| CWM, LLC | History | Reduced | 56,433 | 2,848 | 0.01% | 0.01% | 140 | -40,264 | -41.64% | Q4 2025 | Jan 26, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 54,430 | 2,746 | 0.1% | 0.32% | 141 | -43,766 | -44.57% | Q4 2025 | Feb 04, 2026 |
| IFS Advisors, LLC | History | Reduced | 53,195 | 2,684 | 1.39% | 1.68% | 142 | -3,603 | -6.34% | Q4 2025 | Jan 09, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 53,095 | 2,679 | 1.22% | 1.54% | 143 | -11,116 | -17.31% | Q4 2025 | Jan 22, 2026 |
| Mraz, Amerine & Associates, Inc. | History | New | 52,796 | 2,664 | 0.4% | — | 144 | +52,796 | New | Q4 2025 | Feb 06, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 51,755 | 2,618 | 0.64% | 0.57% | 145 | +8,751 | 20.35% | Q4 2025 | Jan 23, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 51,898 | 2,618 | 0.2% | 0.21% | 146 | -2,238 | -4.13% | Q4 2025 | Jan 16, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 51,460 | 2,596 | 0.53% | 0.79% | 147 | -22,928 | -30.82% | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 50,707 | 2,558 | 0.01% | 0.01% | 148 | -2,118 | -4.01% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 50,307 | 2,538 | 0.0% | 0.0% | 149 | -784 | -1.53% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 50,085 | 2,527 | 0.04% | 0.03% | 150 | +4,358 | 9.53% | Q4 2025 | Feb 17, 2026 |
| Ignite Planners, LLC | History | Added to | 49,264 | 2,494 | 0.38% | 0.4% | 151 | +556 | 1.14% | Q4 2025 | Feb 06, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 48,482 | 2,446 | 0.06% | 0.1% | 152 | -34,288 | -41.43% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 48,472 | 2,445 | 0.0% | 0.0% | 153 | +44,095 | 1007.43% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | Reduced | 48,314 | 2,437 | 0.05% | 0.05% | 154 | -1,959 | -3.9% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 47,885 | 2,416 | 0.0% | 0.0% | 155 | -156,892 | -76.62% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 47,390 | 2,391 | 0.02% | 0.02% | 156 | +2,886 | 6.48% | Q4 2025 | Jan 05, 2026 |
| Composition Wealth, LLC | History | Added to | 45,701 | 2,306 | 0.03% | 0.03% | 157 | +12,203 | 36.43% | Q4 2025 | Feb 02, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 45,080 | 2,275 | 0.14% | 0.15% | 158 | -229 | -0.51% | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 44,122 | 2,226 | 1.24% | 1.53% | 159 | -6,746 | -13.26% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 43,699 | 2,205 | 0.03% | 0.04% | 160 | -25,990 | -37.29% | Q4 2025 | Feb 05, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 42,981 | 2,168 | 0.24% | 0.26% | 161 | -4,651 | -9.76% | Q4 2025 | Jan 29, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 42,490 | 2,144 | 0.52% | 0.59% | 162 | -1,387 | -3.16% | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 41,882 | 2,113 | 0.0% | 0.0% | 163 | -7,522 | -15.23% | Q4 2025 | Feb 12, 2026 |
| Hilltop Holdings Inc. | History | New | 41,768 | 2,107 | 0.12% | — | 164 | +41,768 | New | Q4 2025 | Feb 17, 2026 |
| Westwood Wealth Management | History | New | 41,616 | 2,099 | 1.58% | — | 165 | +41,616 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 41,616 | 2,099 | 1.58% | 1.87% | 166 | -4,912 | -10.56% | Q4 2025 | Jan 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 41,358 | 2,086 | 0.12% | 0.18% | 167 | -17,478 | -29.71% | Q4 2025 | Feb 04, 2026 |
| Parisi Gray Wealth Management | History | New | 40,908 | 2,064 | 0.47% | — | 168 | +40,908 | New | Q4 2025 | Jan 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 40,157 | 2,026 | 0.07% | 0.09% | 169 | -5,558 | -12.16% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 37,843 | 1,909 | 0.02% | 0.02% | 170 | -8,903 | -19.05% | Q4 2025 | Feb 13, 2026 |
| MRWM Advisors, LLC | History | Added to | 37,419 | 1,888 | 1.01% | 1.07% | 171 | +129 | 0.35% | Q4 2025 | Jan 26, 2026 |
| Cravens & Co Advisors, LLC | History | Reduced | 36,944 | 1,866 | 1.22% | 2.35% | 172 | -30,966 | -45.6% | Q4 2025 | Feb 10, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 36,461 | 1,839 | 0.12% | 0.18% | 173 | -15,749 | -30.16% | Q4 2025 | Feb 03, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 36,397 | 1,836 | 0.23% | 0.6% | 174 | -55,651 | -60.46% | Q4 2025 | Jan 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 35,816 | 1,807 | 0.03% | 0.02% | 175 | +7,528 | 26.61% | Q4 2025 | Feb 02, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Added to | 59,417 | 1,786 | 0.86% | 0.15% | 176 | +53,325 | 875.33% | Q4 2025 | Jan 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 34,803 | 1,756 | 0.01% | 0.01% | 177 | +3,150 | 9.95% | Q4 2025 | Feb 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 34,454 | 1,738 | 0.06% | 0.11% | 178 | -37,509 | -52.12% | Q4 2025 | Jan 09, 2026 |
| Main Management LLC | History | Reduced | 34,304 | 1,731 | 0.12% | 0.13% | 179 | -1,986 | -5.47% | Q4 2025 | Feb 10, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 34,210 | 1,726 | 0.3% | 0.32% | 180 | +634 | 1.89% | Q4 2025 | Jan 07, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 33,698 | 1,700 | 0.26% | 0.14% | 182 | +16,954 | 101.25% | Q4 2025 | Feb 06, 2026 |
| Malaga Cove Capital, LLC | History | Reduced | 33,702 | 1,700 | 0.59% | 0.73% | 181 | -6,314 | -15.78% | Q4 2025 | Feb 09, 2026 |
| IFG Advisory, LLC | History | Reduced | 33,501 | 1,690 | 0.07% | 0.08% | 183 | -681 | -1.99% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 32,999 | 1,665 | 0.01% | 0.01% | 184 | -3,565 | -9.75% | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 32,551 | 1,642 | 0.04% | — | 185 | +32,551 | New | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 32,339 | 1,631 | 0.01% | — | 186 | +32,339 | New | Q4 2025 | Feb 18, 2026 |
| Destination Wealth Management | History | Reduced | 30,950 | 1,561 | 0.04% | 0.05% | 187 | -3,891 | -11.17% | Q4 2025 | Feb 13, 2026 |
| Prostatis Group LLC | History | Added to | 30,609 | 1,544 | 0.37% | 0.39% | 188 | +110 | 0.36% | Q4 2025 | Feb 17, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 28,971 | 1,461 | 0.32% | 0.37% | 189 | -3,385 | -10.46% | Q4 2025 | Jan 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 27,781 | 1,401 | 0.02% | 0.02% | 190 | +67 | 0.24% | Q4 2025 | Jan 20, 2026 |
| Chris Bulman Inc | History | Added to | 27,499 | 1,387 | 0.61% | 0.65% | 191 | +2,003 | 7.86% | Q4 2025 | Jan 14, 2026 |
| Trek Financial, LLC | History | Reduced | 27,384 | 1,381 | 0.08% | 0.1% | 192 | -4,390 | -13.82% | Q4 2025 | Feb 04, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 26,779 | 1,351 | 0.5% | 1.55% | 193 | -52,988 | -66.43% | Q4 2025 | Feb 13, 2026 |
| Haverford Trust Co | History | Reduced | 26,372 | 1,330 | 0.01% | 0.01% | 194 | -602 | -2.23% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Reduced | 25,846 | 1,304 | 0.04% | 0.05% | 195 | -506 | -1.92% | Q4 2025 | Jan 14, 2026 |
| GTS SECURITIES LLC | History | Added to | 25,454 | 1,284 | 0.04% | 0.01% | 196 | +21,121 | 487.45% | Q4 2025 | Feb 13, 2026 |
| MFA Wealth Services | History | Reduced | 25,013 | 1,262 | 0.85% | 0.89% | 197 | -432 | -1.7% | Q4 2025 | Jan 15, 2026 |
| Slow Capital, Inc. | History | Reduced | 24,935 | 1,258 | 0.15% | 0.21% | 198 | -10,941 | -30.5% | Q4 2025 | Jan 26, 2026 |
| Secure Asset Management, LLC | History | Added to | 24,060 | 1,214 | 0.19% | 0.07% | 199 | +15,453 | 179.54% | Q4 2025 | Jan 20, 2026 |
| Aspect Partners, LLC | History | Reduced | 24,067 | 1,214 | 0.53% | 0.83% | 200 | -12,215 | -33.67% | Q4 2025 | Jan 23, 2026 |
| Darden Wealth Group Inc | History | Added to | 23,761 | 1,199 | 0.58% | 0.62% | 201 | +326 | 1.39% | Q4 2025 | Feb 09, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 23,743 | 1,198 | 0.07% | 0.06% | 202 | +3,768 | 18.86% | Q4 2025 | Feb 10, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 23,489 | 1,185 | 0.34% | — | 203 | +23,489 | New | Q4 2025 | Feb 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 22,336 | 1,127 | 0.17% | 0.14% | 205 | +4,798 | 27.36% | Q4 2025 | Jan 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 22,338 | 1,127 | 0.01% | 0.01% | 204 | -2,874 | -11.4% | Q4 2025 | Jan 26, 2026 |
| Pioneer Wealth Management Group | History | Added to | 22,331 | 1,126 | 0.34% | 0.34% | 206 | +1,315 | 6.26% | Q4 2025 | Jan 12, 2026 |
| Broussard Financial Group LLC | History | New | 22,137 | 1,117 | 0.91% | — | 207 | +22,137 | New | Q4 2025 | Feb 02, 2026 |
| Blue Line Capital, LLC / IL | History | New | 21,760 | 1,098 | 1.3% | — | 208 | +21,760 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 21,334 | 1,076 | 0.01% | 0.02% | 209 | -15,456 | -42.01% | Q4 2025 | Jan 23, 2026 |
| Measured Risk Portfolios, Inc. | History | Reduced | 20,998 | 1,059 | 1.05% | 3.18% | 210 | -46,413 | -68.85% | Q4 2025 | Jan 27, 2026 |
| Keebeck Wealth Management | History | Added to | 20,791 | 1,049 | 0.12% | 0.08% | 211 | +7,156 | 52.48% | Q4 2025 | Feb 17, 2026 |
| Two West Capital Advisors LLC | History | Added to | 20,623 | 1,040 | 0.6% | 0.58% | 212 | +1,575 | 8.27% | Q4 2025 | Jan 13, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 20,511 | 1,035 | 0.3% | 0.34% | 213 | +817 | 4.15% | Q4 2025 | Jan 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 19,953 | 1,006 | 0.05% | 0.07% | 214 | -2,320 | -10.42% | Q4 2025 | Jan 28, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 19,802 | 999 | 0.32% | 0.39% | 215 | -3,509 | -15.05% | Q4 2025 | Feb 12, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 19,032 | 960 | 0.08% | 0.07% | 216 | +2,118 | 12.52% | Q4 2025 | Feb 04, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 18,433 | 930 | 0.64% | 0.79% | 217 | -3,214 | -14.85% | Q4 2025 | Feb 09, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 18,200 | 918 | 0.21% | 0.26% | 218 | -4,100 | -18.39% | Q4 2025 | Feb 05, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 18,187 | 917 | 0.84% | 0.06% | 219 | +10,325 | 131.33% | Q4 2025 | Feb 09, 2026 |
| HCR Wealth Advisors | History | Reduced | 18,125 | 914 | 0.09% | 0.1% | 220 | -1,160 | -6.02% | Q4 2025 | Jan 27, 2026 |
| BTS Asset Management, Inc. | History | Reduced | 17,928 | 904 | 1.22% | 1.17% | 221 | -156 | -0.86% | Q4 2025 | Jan 26, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 17,873 | 901 | 0.02% | 0.03% | 222 | -4,941 | -21.66% | Q4 2025 | Feb 13, 2026 |
| WIN ADVISORS, INC | History | New | 17,673 | 891 | 0.38% | — | 223 | +17,673 | New | Q4 2025 | Feb 04, 2026 |
| CFO4Life Group, LLC | History | Reduced | 17,552 | 885 | 0.13% | 0.18% | 224 | -6,654 | -27.49% | Q4 2025 | Feb 06, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 16,966 | 856 | 0.13% | 0.15% | 225 | -2,212 | -11.53% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 16,802 | 847 | 0.02% | 0.02% | 226 | +1,002 | 6.34% | Q4 2025 | Feb 12, 2026 |
| HUB Investment Partners, LLC | History | New | 16,611 | 838 | 0.02% | — | 227 | +16,611 | New | Q4 2025 | Feb 17, 2026 |
| Balboa Wealth Partners | History | Added to | 16,420 | 828 | 0.14% | 0.13% | 228 | +1,500 | 10.05% | Q4 2025 | Jan 16, 2026 |
| NewEdge Advisors, LLC | History | Added to | 16,159 | 815 | 0.0% | 0.0% | 229 | +662 | 4.27% | Q4 2025 | Feb 18, 2026 |
| WESPAC Advisors, LLC | History | No change | 16,041 | 809 | 0.44% | 0.47% | 230 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MAI Capital Management | History | Added to | 15,476 | 780 | 0.0% | 0.0% | 231 | +1,942 | 14.35% | Q4 2025 | Feb 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 15,152 | 764 | 0.05% | 0.06% | 232 | -5,250 | -25.73% | Q4 2025 | Feb 04, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 15,112 | 762 | 0.03% | 0.02% | 233 | +2,865 | 23.39% | Q4 2025 | Jan 28, 2026 |
| Prospera Financial Services Inc | History | Reduced | 14,901 | 751 | 0.01% | 0.01% | 234 | -1,963 | -11.64% | Q4 2025 | Feb 09, 2026 |
| Redwood Financial Network Corp | History | Added to | 14,789 | 746 | 0.48% | 0.46% | 235 | +407 | 2.83% | Q4 2025 | Feb 10, 2026 |
| Regal Investment Advisors LLC | History | Added to | 14,743 | 743 | 0.04% | 0.04% | 236 | +1,849 | 14.34% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | New | 14,470 | 730 | 0.02% | — | 237 | +14,470 | New | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 14,354 | 724 | 0.06% | 0.06% | 238 | +696 | 5.1% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 14,201 | 716 | 0.01% | 0.01% | 239 | -678 | -4.56% | Q4 2025 | Jan 21, 2026 |
| Magnus Financial Group LLC | History | Reduced | 13,621 | 687 | 0.05% | 0.07% | 240 | -4,672 | -25.54% | Q4 2025 | Jan 07, 2026 |
| Blue Edge Capital, LLC | History | Added to | 13,521 | 682 | 0.09% | 0.1% | 241 | +166 | 1.24% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 13,473 | 679 | 0.01% | 0.01% | 242 | -1,943 | -12.6% | Q4 2025 | Feb 12, 2026 |
| Foundry Financial LLC | History | New | 13,414 | 676 | 0.36% | — | 243 | +13,414 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 13,375 | 674 | 0.02% | 0.02% | 244 | -604 | -4.32% | Q4 2025 | Jan 28, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 13,168 | 664 | 0.03% | 0.06% | 245 | -11,800 | -47.26% | Q4 2025 | Jan 27, 2026 |
| IEQ CAPITAL, LLC | History | New | 13,064 | 659 | 0.0% | — | 247 | +13,064 | New | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group | History | Reduced | 13,080 | 659 | 0.05% | 0.06% | 246 | -1,289 | -8.97% | Q4 2025 | Feb 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 12,569 | 634 | 0.1% | 0.07% | 250 | +4,503 | 55.83% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 12,571 | 634 | 0.02% | 0.02% | 249 | -2,998 | -19.26% | Q4 2025 | Feb 17, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Reduced | 12,581 | 634 | 0.02% | 0.03% | 248 | -631 | -4.78% | Q4 2025 | Feb 13, 2026 |
| PeakShares LLC | History | New | 12,522 | 631 | 0.62% | — | 251 | +12,522 | New | Q4 2025 | Mar 10, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 12,397 | 625 | 0.0% | 0.0% | 252 | +4,615 | 59.3% | Q4 2025 | Jan 29, 2026 |
| Valmark Advisers, Inc. | History | Added to | 12,297 | 620 | 0.01% | 0.01% | 253 | +1,264 | 11.46% | Q4 2025 | Jan 26, 2026 |
| Merit Financial Group, LLC | History | Reduced | 12,261 | 618 | 0.0% | 0.01% | 254 | -668 | -5.17% | Q4 2025 | Jan 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 12,190 | 615 | 0.03% | 0.05% | 255 | -7,968 | -39.53% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 12,111 | 611 | 0.04% | 0.03% | 256 | +3,040 | 33.51% | Q4 2025 | Jan 30, 2026 |
| Indivisible Partners | History | New | 11,945 | 602 | 0.07% | — | 257 | +11,945 | New | Q4 2025 | Feb 03, 2026 |
| Tactive Advisors, LLC | History | Added to | 11,518 | 581 | 0.17% | 0.09% | 258 | +5,535 | 92.51% | Q4 2025 | Jan 09, 2026 |
| Waterloo Capital, L.P. | History | Added to | 11,390 | 574 | 0.04% | 0.04% | 259 | +167 | 1.49% | Q4 2025 | Feb 10, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | New | 11,199 | 565 | 0.05% | — | 260 | +11,199 | New | Q4 2025 | Jan 22, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 10,665 | 538 | 0.02% | 0.02% | 261 | -376 | -3.41% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 10,635 | 536 | 0.0% | 0.0% | 262 | -1,083 | -9.24% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,522 | 530 | 0.0% | 0.0% | 263 | -13,827 | -56.79% | Q4 2025 | Feb 02, 2026 |
| Evergreen Wealth Partners LLC | History | New | 10,504 | 530 | 0.45% | — | 266 | +10,504 | New | Q4 2025 | Feb 05, 2026 |
| Adams Wealth Management | History | Reduced | 10,514 | 530 | 0.11% | 0.13% | 264 | -1,527 | -12.68% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | Reduced | 10,514 | 530 | 0.1% | 0.12% | 265 | -1,527 | -12.68% | Q4 2025 | Feb 18, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 10,393 | 524 | 0.01% | 0.01% | 267 | +124 | 1.21% | Q4 2025 | Feb 06, 2026 |
| Tidemark, LLC | History | Reduced | 10,380 | 523 | 0.15% | 0.18% | 268 | -1,840 | -15.06% | Q4 2025 | Feb 10, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 10,100 | 509 | 0.07% | 0.1% | 269 | -4,882 | -32.59% | Q4 2025 | Jan 23, 2026 |
| INVESTED ADVISORS | History | New | 9,999 | 504 | 0.52% | — | 270 | +9,999 | New | Q4 2025 | Jan 26, 2026 |
| RFG Advisory, LLC | History | Reduced | 9,608 | 484 | 0.01% | 0.01% | 271 | -1,924 | -16.68% | Q4 2025 | Feb 03, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 9,536 | 482 | 0.02% | 0.02% | 272 | -870 | -8.36% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 9,473 | 478 | 0.0% | — | 274 | +9,473 | New | Q4 2025 | Feb 18, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 9,490 | 478 | 0.08% | 0.08% | 273 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 9,240 | 466 | 0.18% | 0.19% | 275 | -325 | -3.4% | Q4 2025 | Jan 28, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 9,102 | 459 | 0.04% | 0.06% | 276 | -5,024 | -35.57% | Q4 2025 | Jan 26, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | No change | 9,019 | 455 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Pathstone Holdings, LLC | History | New | 8,987 | 453 | 0.0% | — | 278 | +8,987 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 8,919 | 450 | 0.02% | 0.02% | 279 | -130 | -1.44% | Q4 2025 | Jan 21, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 8,825 | 445 | 0.02% | 0.03% | 280 | -2,100 | -19.22% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 8,546 | 431 | 0.0% | 0.0% | 281 | +339 | 4.13% | Q4 2025 | Feb 10, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 8,524 | 430 | 0.29% | 0.24% | 282 | +1,554 | 22.3% | Q4 2025 | Jan 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 8,363 | 421 | 0.0% | 0.0% | 283 | -509 | -5.74% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 8,358 | 421 | 0.03% | 0.03% | 284 | -509 | -5.74% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 8,332 | 420 | 0.01% | 0.01% | 285 | -11 | -0.13% | Q4 2025 | Jan 14, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | New | 8,180 | 412 | 0.21% | — | 287 | +8,180 | New | Q4 2025 | Feb 10, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 8,174 | 412 | 0.04% | 0.05% | 286 | -429 | -4.99% | Q4 2025 | Jan 27, 2026 |
| BROWN ADVISORY INC | History | Added to | 8,087 | 408 | 0.0% | 0.0% | 288 | +485 | 6.38% | Q4 2025 | Feb 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 8,031 | 405 | 0.05% | 0.07% | 289 | -1,796 | -18.28% | Q4 2025 | Feb 04, 2026 |
| Copia Wealth Management | History | Reduced | 8,009 | 404 | 0.29% | 0.34% | 290 | -1,102 | -12.1% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Added to | 7,921 | 401 | 0.0% | 0.0% | 291 | +1,163 | 17.21% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | New | 7,849 | 396 | 0.01% | — | 292 | +7,849 | New | Q4 2025 | Jan 20, 2026 |
| MRP Capital Investments, LLC | History | Added to | 7,800 | 393 | 0.33% | 0.03% | 293 | +7,000 | 875.0% | Q4 2025 | Feb 09, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 7,738 | 390 | 0.01% | — | 295 | +7,738 | New | Q4 2025 | Feb 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 7,748 | 390 | 0.04% | 0.06% | 294 | -3,438 | -30.73% | Q4 2025 | Feb 18, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 7,721 | 389 | 0.05% | — | 296 | +7,721 | New | Q4 2025 | Feb 04, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 7,398 | 381 | 0.12% | 0.25% | 297 | -704 | -8.69% | Q4 2025 | Jan 22, 2026 |
| Busey Bank | History | No change | 7,332 | 369 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MATHER GROUP, LLC. | History | No change | 7,251 | 365 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 7,109 | 358 | 0.01% | — | 300 | +7,109 | New | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 7,026 | 354 | 0.0% | 0.13% | 301 | -220,909 | -96.92% | Q4 2025 | Feb 05, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 6,898 | 348 | 0.13% | 0.13% | 302 | +61 | 0.89% | Q4 2025 | Feb 04, 2026 |
| TrueMark Investments, LLC | History | New | 6,844 | 345 | 0.07% | — | 303 | +6,844 | New | Q4 2025 | Jan 14, 2026 |
| Madison Asset Management, LLC | History | Reduced | 6,579 | 331 | 0.0% | 0.01% | 304 | -2,890 | -30.52% | Q4 2025 | Feb 04, 2026 |
| Retireful, LLC | History | New | 6,556 | 330 | 0.41% | — | 305 | +6,556 | New | Q4 2025 | Jan 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,437 | 324 | 0.0% | 0.0% | 306 | +739 | 12.97% | Q4 2025 | Feb 17, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 6,424 | 324 | 0.02% | 0.02% | 307 | -663 | -9.36% | Q4 2025 | Feb 13, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 6,410 | 323 | 0.18% | 0.2% | 308 | +17 | 0.27% | Q4 2025 | Jan 16, 2026 |
| FLP Wealth Management, LLC | History | Reduced | 353 | 318 | 0.75% | 1.66% | 309 | -11,289 | -96.97% | Q4 2025 | Jan 20, 2026 |
| Boomfish Wealth Group, LLC | History | No change | 6,180 | 311 | 0.17% | 0.17% | 310 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 6,042 | 304 | 0.2% | 0.22% | 311 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NWAM LLC | History | Reduced | 5,711 | 288 | 0.02% | 0.02% | 312 | -751 | -11.62% | Q4 2025 | Feb 04, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 5,636 | 284 | 0.06% | 0.06% | 313 | -195 | -3.34% | Q4 2025 | Feb 02, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 5,615 | 283 | 0.02% | 0.02% | 314 | -280 | -4.75% | Q4 2025 | Feb 12, 2026 |
| Navalign, LLC | History | No change | 5,550 | 280 | 0.07% | 0.07% | 315 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 5,494 | 277 | 0.04% | 0.04% | 316 | +1,066 | 24.07% | Q4 2025 | Jan 12, 2026 |
| Cornerstone Financial Management LLC | History | New | 5,287 | 266 | 0.25% | — | 317 | +5,287 | New | Q4 2025 | Feb 13, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 5,163 | 260 | 0.01% | 0.01% | 318 | +69 | 1.35% | Q4 2025 | Jan 30, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 5,112 | 257 | 0.0% | 0.0% | 319 | -349 | -6.39% | Q4 2025 | Jan 27, 2026 |
| World Investment Advisors | History | New | 5,004 | 252 | 0.0% | — | 320 | +5,004 | New | Q4 2025 | Mar 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,741 | 239 | 0.0% | 0.0% | 321 | -195,269 | -97.63% | Q4 2025 | Feb 17, 2026 |
| Ergawealth Advisors, Inc. | History | No change | 4,754 | 239 | 0.11% | 0.11% | 322 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 4,684 | 236 | 0.0% | — | 323 | +4,684 | New | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | New | 4,678 | 236 | 0.01% | — | 324 | +4,678 | New | Q4 2025 | Jan 26, 2026 |
| Avior Wealth Management, LLC | History | Added to | 4,650 | 234 | 0.01% | 0.01% | 325 | +46 | 1.0% | Q4 2025 | Jan 06, 2026 |
| Able Wealth Management LLC | History | Reduced | 4,601 | 232 | 0.07% | 0.19% | 326 | -5,475 | -54.34% | Q4 2025 | Jan 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,548 | 229 | 0.0% | 0.0% | 327 | -12,113 | -72.7% | Q4 2025 | Feb 10, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Reduced | 4,469 | 225 | 0.08% | 1.86% | 328 | -103,050 | -95.84% | Q4 2025 | Feb 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 4,478 | 225 | 0.0% | — | 329 | +4,478 | New | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 4,351 | 219 | 0.0% | 0.01% | 330 | -8,921 | -67.22% | Q4 2025 | Feb 13, 2026 |
| GWN SECURITIES INC. | History | Reduced | 4,346 | 219 | 0.04% | 0.06% | 331 | -698 | -13.84% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,334 | 218 | 0.0% | 0.0% | 332 | -19,175 | -81.56% | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | New | 4,302 | 217 | 0.01% | — | 333 | +4,302 | New | Q4 2025 | Feb 05, 2026 |
| Cyr Financial Inc. | History | Added to | 4,305 | 217 | 0.14% | 0.14% | 334 | +198 | 4.82% | Q4 2025 | Jan 16, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | New | 4,286 | 216 | 0.05% | — | 336 | +4,286 | New | Q4 2025 | Jan 06, 2026 |
| Sowell Financial Services LLC | History | No change | 4,296 | 216 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Advisor Resource Council | History | No change | 4,278 | 215 | 0.08% | 0.29% | 337 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 4,256 | 214 | 0.09% | 0.1% | 338 | -355 | -7.7% | Q4 2025 | Feb 13, 2026 |
| BDFS Capital LLC | History | New | 4,166 | 210 | 0.11% | — | 339 | +4,166 | New | Q4 2025 | Feb 26, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 4,123 | 208 | 0.03% | 0.03% | 340 | -681 | -14.18% | Q4 2025 | Feb 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 4,140 | 208 | 0.0% | 0.0% | 341 | -150 | -3.5% | Q4 2025 | Jan 28, 2026 |
| Stirlingshire Investments, Inc. | History | New | 4,102 | 207 | 0.18% | — | 343 | +4,102 | New | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,102 | 207 | 0.0% | 0.0% | 342 | +553 | 15.58% | Q4 2025 | Feb 09, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 4,037 | 203 | 0.09% | 0.09% | 344 | +19 | 0.47% | Q4 2025 | Feb 05, 2026 |
| ONE Advisory Partners, LLC | History | New | 4,011 | 202 | 0.06% | — | 345 | +4,011 | New | Q4 2025 | Jan 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 4,000 | 201 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Investors Research Corp | History | Added to | 3,633 | 183 | 0.03% | 0.03% | 347 | +121 | 3.45% | Q4 2025 | Jan 06, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 2,999 | 151 | 0.08% | 0.09% | 348 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Reduced | 2,953 | 149 | 0.23% | 0.91% | 349 | -9,899 | -77.02% | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 2,744 | 138 | 0.07% | 0.06% | 350 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Addison Advisors LLC | History | Added to | 2,731 | 137 | 0.03% | 0.02% | 351 | +696 | 34.2% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,653 | 133 | 0.01% | 0.01% | 352 | -80 | -2.93% | Q4 2025 | Jan 21, 2026 |
| Blue Trust, Inc. | History | New | 2,500 | 126 | 0.0% | — | 353 | +2,500 | New | Q4 2025 | Jan 16, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 2,380 | 120 | 0.01% | 0.01% | 354 | -291 | -10.89% | Q4 2025 | Feb 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,332 | 117 | 0.0% | 0.0% | 355 | +692 | 42.2% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 2,336 | 117 | 0.0% | 0.0% | 356 | -186 | -7.38% | Q4 2025 | Feb 12, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,123 | 107 | 0.02% | 0.02% | 357 | +1 | 0.05% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 2,052 | 103 | 0.0% | 0.0% | 358 | -316 | -13.34% | Q4 2025 | Feb 17, 2026 |
| Ares Financial Consulting, LLC | History | New | 1,785 | 90 | 0.09% | — | 359 | +1,785 | New | Q4 2025 | Jan 30, 2026 |
| WealthShield Partners, LLC | History | Reduced | 1,622 | 81 | 0.01% | 0.01% | 360 | -20 | -1.22% | Q4 2025 | Feb 03, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 1,604 | 80 | 0.05% | 0.06% | 361 | -256 | -13.76% | Q4 2025 | Feb 11, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,365 | 68 | 0.04% | 0.05% | 362 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,323 | 66 | 0.03% | 0.03% | 363 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1,228 | 61 | 0.03% | — | 364 | +1,228 | New | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | Added to | 1,188 | 60 | 0.0% | 0.0% | 365 | +15 | 1.28% | Q4 2025 | Feb 02, 2026 |
| Strive Financial Group ,LLC | History | New | 1,098 | 55 | 0.03% | — | 366 | +1,098 | New | Q4 2025 | Feb 18, 2026 |
| Clark Wealth Partners | History | No change | 1,057 | 53 | 0.03% | 0.03% | 367 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Friedenthal Financial | History | Reduced | 872 | 44 | 0.02% | 0.03% | 368 | -328 | -27.33% | Q4 2025 | Jan 27, 2026 |
| Northwest Capital Management Inc | History | Reduced | 851 | 42 | 0.18% | 0.11% | 369 | -1,273 | -59.93% | Q4 2025 | Jan 26, 2026 |
| Scarborough Advisors, LLC | History | Added to | 726 | 36 | 0.01% | 0.01% | 370 | +8 | 1.11% | Q4 2025 | Feb 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 626 | 31 | 0.03% | — | 371 | +626 | New | Q4 2025 | Feb 10, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 615 | 31 | 0.02% | 0.03% | 372 | -300 | -32.79% | Q4 2025 | Feb 02, 2026 |
| Independence Bank of Kentucky | History | No change | 596 | 30 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 553 | 27 | 0.01% | 0.01% | 374 | +40 | 7.8% | Q4 2025 | Jan 30, 2026 |
| BlackRock, Inc. | History | No change | 407 | 20 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | Added to | 389 | 19 | 0.01% | 0.0% | 376 | +194 | 99.49% | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 361 | 18 | 0.01% | — | 379 | +361 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 370 | 18 | 0.0% | 0.0% | 378 | +20 | 5.71% | Q4 2025 | Jan 13, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 357 | 18 | 0.0% | 0.0% | 377 | +4 | 1.13% | Q4 2025 | Feb 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 352 | 17 | 0.0% | 0.0% | 381 | -91 | -20.54% | Q4 2025 | Jan 07, 2026 |
| NBT BANK N A /NY | History | Reduced | 50 | 17 | 0.0% | 0.0% | 380 | -1 | -1.96% | Q4 2025 | Jan 23, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 277 | 13 | 0.0% | 0.01% | 382 | +20 | 7.78% | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | New | 246 | 12 | 0.01% | — | 383 | +246 | New | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 182 | 9 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 175 | 8 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Reduced | 144 | 7 | 0.0% | 0.0% | 386 | -719 | -83.31% | Q4 2025 | Feb 17, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 145 | 7 | 0.01% | — | 387 | +145 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 138 | 6 | 0.0% | 0.0% | 389 | +1 | 0.73% | Q4 2025 | Feb 02, 2026 |
| WestEnd Advisors, LLC | History | No change | 135 | 6 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 123 | 6 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | New | 100 | 5 | 0.0% | — | 392 | +100 | New | Q4 2025 | Jan 27, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 108 | 5 | 0.0% | 0.0% | 391 | +2 | 1.89% | Q4 2025 | Jan 23, 2026 |
| Key Capital Management, INC | History | New | 84 | 4 | 0.0% | — | 396 | +84 | New | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | New | 80 | 4 | 0.0% | — | 395 | +80 | New | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 94 | 4 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 84 | 4 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Arax Advisory Partners | History | New | 78 | 3 | 0.0% | — | 397 | +78 | New | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 50 | 2 | 0.0% | — | 399 | +50 | New | Q4 2025 | Feb 19, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 36 | 1 | 0.0% | — | 403 | +36 | New | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 29 | 1 | 0.0% | — | 404 | +29 | New | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Bogart Wealth, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 7.54% | — | -205,004 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Members Advisory Group LLC | History | Closed out | 0 | 0 | — | 1.18% | — | -66,130 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Almanack Investment Partners, LLC. | History | Closed out | 0 | 0 | — | 0.47% | — | -60,711 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Warner Group LLC | History | Closed out | 0 | 0 | — | 0.97% | — | -27,940 | -100.0% | Q3 2025 | Nov 07, 2025 |
| J HAGAN CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.81% | — | -26,463 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -19,070 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.1% | — | -15,122 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TCI Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -13,707 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,212 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,134 | -100.0% | Q3 2025 | Oct 14, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,493 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Clarity Financial LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,688 | -100.0% | Q3 2025 | Oct 10, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,080 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Evernest Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,338 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -5,314 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,173 | -100.0% | Q3 2025 | Oct 17, 2025 |
| BankPlus Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,088 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Quotient Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,679 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,616 | -100.0% | Q3 2025 | Nov 10, 2025 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,561 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Stonebrook Private Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,484 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Endowment Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -4,448 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,440 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Shared Vision Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,163 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Gibbs Wealth Management | History | Closed out | 0 | 0 | — | 0.05% | — | -4,158 | -100.0% | Q3 2025 | Oct 30, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,804 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,388 | -100.0% | Q3 2025 | Nov 04, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,404 | -100.0% | Q3 2025 | Nov 03, 2025 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -554 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Robbins Farley | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q3 2025 | Oct 15, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sunbelt Securities, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Global Wealth Strategies & Associates | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |