iSHARES TRUST - TLT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 109,057,503 | 9,505,451 | 0.69% | 0.76% | 1 | -16,058,763 | -12.84% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 81,421,805 | 7,096,724 | 0.82% | 0.78% | 2 | +4,967,019 | 6.5% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 68,310,353 | 5,953,930 | 0.9% | 0.68% | 3 | +18,383,509 | 36.82% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 43,898,000 | 3,826,149 | 0.57% | 0.41% | 4 | +13,551,620 | 44.66% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 43,140,136 | 3,760,094 | 2.38% | 2.49% | 5 | +1,418,641 | 3.4% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 39,283,534 | 3,423,952 | 0.42% | 0.32% | 6 | +9,768,088 | 33.09% | Q4 2025 | Mar 25, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 30,401,006 | 2,649,751 | 9.15% | 10.59% | 7 | -6,121,991 | -16.76% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 28,429,808 | 2,477,942 | 0.59% | 0.55% | 8 | +125,503 | 0.44% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 28,105,049 | 2,449,636 | 1.08% | 1.05% | 9 | +1,808,761 | 6.88% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 24,942,334 | 2,173,973 | 0.04% | 0.03% | 10 | +3,073,129 | 14.05% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 21,955,525 | 1,913,643 | 0.31% | 0.35% | 11 | -3,007,099 | -12.05% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 19,186,986 | 1,672,337 | 0.1% | 0.08% | 12 | +4,577,906 | 31.34% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 13,971,280 | 1,217,736 | 0.42% | 0.66% | 13 | -5,272,444 | -27.4% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,997,581 | 784,229 | 0.05% | 0.03% | 14 | +3,983,543 | 79.45% | Q4 2025 | Feb 11, 2026 |
| Jain Global LLC | History | Added to | 7,289,200 | 635,326 | 3.07% | 1.36% | 15 | +4,078,100 | 127.0% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Added to | 6,246,829 | 544,473 | 1.01% | 0.49% | 16 | +2,518,929 | 67.57% | Q4 2025 | Mar 12, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Added to | 5,900,000 | 514,244 | 7.4% | 1.91% | 17 | +4,346,142 | 279.7% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,208,420 | 453,965 | 0.08% | 0.09% | 18 | +126,994 | 2.5% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,757,533 | 414,667 | 0.07% | — | 19 | +4,757,533 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 4,713,203 | 410,802 | 0.11% | 0.13% | 20 | -111,084 | -2.3% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 4,215,056 | 367,384 | 0.15% | 0.25% | 21 | -2,405,630 | -36.34% | Q4 2025 | Feb 17, 2026 |
| Greenhaven Road Investment Management, L.P. | History | No change | 4,166,500 | 363,152 | 61.14% | 54.56% | 22 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 3,997,680 | 348,437 | 10.72% | 7.59% | 23 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,918,073 | 341,499 | 0.1% | 0.17% | 24 | -2,739,459 | -41.15% | Q4 2025 | Feb 10, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 3,542,900 | 310,666 | 0.37% | 0.39% | 25 | -84,300 | -2.32% | Q4 2025 | Feb 18, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 3,559,600 | 310,254 | 0.39% | 0.34% | 26 | +563,200 | 18.8% | Q4 2025 | Feb 17, 2026 |
| Kiker Wealth Management, LLC | History | Reduced | 3,529 | 307,588 | 10.2% | 3.18% | 27 | -66,927 | -94.99% | Q4 2025 | Jan 30, 2026 |
| Pureheart Capital Pte Ltd. | History | New | 3,358,000 | 292,683 | 22.74% | — | 28 | +3,358,000 | New | Q4 2025 | Feb 17, 2026 |
| Harvest Portfolios Group Inc. | History | Reduced | 3,120,016 | 271,940 | 4.73% | 5.83% | 29 | -415,371 | -11.75% | Q4 2025 | Feb 06, 2026 |
| LMR Partners LLP | History | Added to | 2,937,200 | 256,006 | 0.48% | 0.46% | 30 | +1,779,633 | 153.74% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 2,848,250 | 248,253 | 0.08% | 0.08% | 31 | +182,572 | 6.85% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,846,143 | 248,070 | 3.65% | 3.64% | 32 | +158,421 | 5.89% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,549,752 | 222,106 | 0.05% | 0.06% | 33 | -328,029 | -11.4% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,501,097 | 217,995 | 0.6% | 0.76% | 34 | -192,851 | -7.16% | Q4 2025 | Jan 26, 2026 |
| Glenorchy Capital Ltd | History | Reduced | 2,464,300 | 214,788 | 13.02% | 32.76% | 35 | -27,800 | -1.12% | Q4 2025 | Jan 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,366,266 | 206,202 | 0.06% | 0.07% | 36 | -186,549 | -7.31% | Q4 2025 | Feb 18, 2026 |
| Tidal Investments LLC | History | Added to | 2,293,846 | 199,931 | 0.47% | 0.03% | 37 | +2,144,311 | 1433.99% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 778,020 | 192,067 | 0.09% | 0.31% | 38 | -52,957 | -6.37% | Q4 2025 | Feb 10, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 2,160,000 | 188,265 | 2.06% | 0.8% | 39 | +160,000 | 8.0% | Q4 2025 | Feb 17, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 2,054,556 | 179,075 | 1.44% | 1.5% | 40 | -5,885 | -0.29% | Q4 2025 | Jan 27, 2026 |
| TORONTO DOMINION BANK | History | Added to | 2,027,661 | 176,731 | 0.26% | 0.01% | 41 | +1,927,302 | 1920.41% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 1,765,509 | 153,881 | 0.68% | 0.11% | 42 | +1,555,190 | 739.44% | Q4 2025 | Feb 17, 2026 |
| Bramshill Investments, LLC | History | Added to | 1,653,479 | 144,117 | 8.15% | 9.81% | 43 | +46,669 | 2.9% | Q4 2025 | Feb 17, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Added to | 1,512,154 | 131,799 | 5.33% | 3.89% | 44 | +448,700 | 42.19% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 1,500,000 | 130,740 | 0.67% | 0.03% | 45 | +1,425,000 | 1900.0% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,470,307 | 128,152 | 0.29% | 0.31% | 46 | +3,376 | 0.23% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Reduced | 1,430,487 | 124,681 | 0.25% | 0.31% | 47 | -197,702 | -12.14% | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,416,599 | 123,470 | 0.11% | 0.13% | 48 | -191,303 | -11.9% | Q4 2025 | Feb 13, 2026 |
| Verition Fund Management LLC | History | Added to | 1,406,311 | 122,574 | 0.48% | 0.12% | 49 | +1,088,364 | 342.31% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 1,395,452 | 121,782 | 0.06% | 0.13% | 50 | -1,155,808 | -45.3% | Q4 2025 | Mar 20, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 1,388,531 | 121,024 | 0.24% | 0.05% | 51 | +1,026,200 | 283.22% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,321,782 | 115,206 | 0.21% | 0.24% | 52 | -34,933 | -2.57% | Q4 2025 | Mar 16, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,312,588 | 114,405 | 0.15% | 0.16% | 53 | -22,876 | -1.71% | Q4 2025 | Feb 02, 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | History | Added to | 13,000 | 113,308 | 18.15% | 7.83% | 54 | +7,000 | 116.67% | Q4 2025 | Feb 17, 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP | History | New | 1,290,000 | 112,436 | 15.73% | — | 55 | +1,290,000 | New | Q4 2025 | Feb 06, 2026 |
| Alphadyne Asset Management LP | History | Reduced | 1,232,816 | 107,452 | 2.51% | 13.78% | 56 | -652,784 | -34.62% | Q4 2025 | Feb 17, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Reduced | 1,200,000 | 104,592 | 2.38% | 6.73% | 57 | -1,890,000 | -61.17% | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Added to | 1,157,021 | 100,845 | 1.24% | 0.0% | 58 | +1,154,742 | 50668.8% | Q4 2025 | Feb 17, 2026 |
| AIA Group Ltd | History | Reduced | 1,065,336 | 92,854 | 1.39% | 1.95% | 59 | -167,285 | -13.57% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | New | 1,017,362 | 88,673 | 0.0% | — | 60 | +1,017,362 | New | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 1,004,367 | 87,540 | 0.89% | — | 61 | +1,004,367 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 1,000,122 | 87,167 | 0.07% | — | 62 | +1,000,122 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 983,535 | 85,725 | 0.23% | 0.19% | 63 | +219,723 | 28.77% | Q4 2025 | Feb 05, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 972,000 | 84,719 | 0.09% | 0.01% | 64 | +922,000 | 1844.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 929,344 | 81,001 | 0.11% | 0.18% | 65 | -617,619 | -39.92% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 930,797 | 80,808 | 0.09% | 0.09% | 66 | +43,016 | 4.85% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 921,383 | 80,320 | 0.09% | 0.1% | 67 | +12,298 | 1.35% | Q4 2025 | Jan 30, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 890,967 | 77,657 | 1.81% | 1.93% | 68 | -32,348 | -3.5% | Q4 2025 | Jan 27, 2026 |
| Ally Financial Inc. | History | No change | 873,000 | 76,090 | 9.29% | 9.63% | 69 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 852,561 | 74,333 | 0.11% | 0.14% | 70 | -325,149 | -27.61% | Q4 2025 | Feb 17, 2026 |
| Marex Group plc | History | Added to | 823,708 | 71,794 | 0.45% | 0.25% | 71 | +431,323 | 109.92% | Q4 2025 | Feb 12, 2026 |
| GTS SECURITIES LLC | History | New | 807,531 | 70,384 | 2.4% | — | 72 | +807,531 | New | Q4 2025 | Feb 13, 2026 |
| MARK ASSET MANAGEMENT LP | History | New | 790,000 | 68,856 | 4.56% | — | 73 | +790,000 | New | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 788,441 | 68,718 | 0.06% | 0.02% | 74 | +596,259 | 310.26% | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | Added to | 781,500 | 68,115 | 0.55% | 0.27% | 75 | +469,645 | 150.6% | Q4 2025 | Feb 13, 2026 |
| Disciplina Capital Management LLC | History | Added to | 749,866 | 65,358 | 7.48% | 8.12% | 76 | +3,157 | 0.42% | Q4 2025 | Feb 11, 2026 |
| DV Trading LLC | History | New | 735,451 | 64,101 | 1.8% | — | 77 | +735,451 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 711,871 | 62,046 | 0.09% | 0.01% | 78 | +674,224 | 1790.91% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 700,484 | 61,054 | 1.3% | 1.27% | 79 | +67,126 | 10.6% | Q4 2025 | Feb 05, 2026 |
| Walleye Capital LLC | History | Reduced | 685,730 | 59,768 | 0.18% | 1.27% | 80 | -3,112,170 | -81.94% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Added to | 635,957 | 55,430 | 0.08% | 0.06% | 81 | +206,543 | 48.1% | Q4 2025 | Feb 13, 2026 |
| Massar Capital Management, LP | History | New | 627,000 | 54,649 | 5.86% | — | 82 | +627,000 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 626,973 | 54,646 | 0.06% | 0.08% | 83 | -128,988 | -17.06% | Q4 2025 | Feb 06, 2026 |
| GLENVIEW CAPITAL MANAGEMENT, LLC | History | New | 625,000 | 54,475 | 1.11% | — | 84 | +625,000 | New | Q4 2025 | Feb 17, 2026 |
| Cadence Wealth Management LLC | History | Added to | 574,974 | 50,114 | 24.19% | 23.32% | 85 | +76,790 | 15.41% | Q4 2025 | Feb 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 557,207 | 48,566 | 0.03% | 0.05% | 86 | -387,251 | -41.0% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 536,123 | 46,728 | 0.53% | 0.77% | 87 | +33,247 | 6.61% | Q4 2025 | Jan 29, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 531,400 | 46,316 | 0.35% | 0.4% | 88 | +8,430 | 1.61% | Q4 2025 | Jan 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 529,900 | 46,186 | 0.07% | 0.1% | 89 | -177,653 | -25.11% | Q4 2025 | Feb 17, 2026 |
| AlTi Global, Inc. | History | Reduced | 520,685 | 45,382 | 0.97% | 1.14% | 90 | -22,361 | -4.12% | Q4 2025 | Feb 13, 2026 |
| Townsend & Associates, Inc | History | Added to | 509,184 | 44,965 | 4.01% | 4.34% | 91 | +7,302 | 1.45% | Q4 2025 | Jan 26, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | New | 511,000 | 44,538 | 0.07% | — | 92 | +511,000 | New | Q4 2025 | Feb 17, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 508,484 | 44,319 | 2.39% | 2.59% | 93 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rock Creek Group, LP | History | Added to | 507,314 | 44,223 | 4.96% | 4.3% | 94 | +50,155 | 10.97% | Q4 2025 | Feb 10, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Reduced | 254,852 | 43,737 | 4.25% | 2.72% | 95 | -33,999 | -11.77% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 501,269 | 43,690 | 0.04% | 0.14% | 96 | -998,096 | -66.57% | Q4 2025 | Feb 13, 2026 |
| Leonteq Securities AG | History | No change | 499,900 | 43,601 | 1.33% | 1.35% | 97 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 495,380 | 43,177 | 1.05% | 1.13% | 98 | -6,664 | -1.33% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 494,007 | 43,057 | 0.15% | 0.15% | 99 | +24,683 | 5.26% | Q4 2025 | Feb 06, 2026 |
| Nishkama Capital, LLC | History | Reduced | 490,000 | 42,708 | 1.71% | 8.43% | 100 | -3,473,000 | -87.64% | Q4 2025 | Feb 17, 2026 |
| Graham Capital Management, L.P. | History | Added to | 488,000 | 42,534 | 1.02% | 0.2% | 101 | +350,000 | 253.62% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 480,682 | 41,896 | 0.94% | 0.29% | 102 | +354,906 | 282.17% | Q4 2025 | Feb 06, 2026 |
| WS MANAGEMENT LLLP | History | Added to | 473,500 | 41,270 | 3.38% | 3.87% | 103 | +76,000 | 19.12% | Q4 2025 | Feb 17, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 434,396 | 37,861 | 6.94% | 7.5% | 104 | +20,107 | 4.85% | Q4 2025 | Jan 30, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 430,551 | 37,526 | 5.93% | 6.06% | 105 | +15,412 | 3.71% | Q4 2025 | Feb 24, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Reduced | 417,000 | 36,345 | 3.38% | 2.68% | 106 | -30,000 | -6.71% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 413,086 | 36,004 | 0.15% | 0.17% | 107 | +5,107 | 1.25% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 410,206 | 35,753 | 0.01% | 0.01% | 108 | -45,946 | -10.07% | Q4 2025 | Feb 10, 2026 |
| Krilogy Financial LLC | History | Added to | 378,551 | 33,445 | 1.14% | 1.18% | 109 | +24,277 | 6.85% | Q4 2025 | Jan 27, 2026 |
| Summit Financial, LLC | History | Reduced | 371,503 | 32,380 | 0.48% | 0.62% | 110 | -82,808 | -18.23% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 352,643 | 30,736 | 0.3% | 0.3% | 111 | +25,560 | 7.81% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 350,100 | 30,514 | 0.05% | 0.08% | 112 | -150,000 | -29.99% | Q4 2025 | Feb 13, 2026 |
| Horizon Investments, LLC | History | Added to | 587,037 | 29,420 | 0.37% | 0.09% | 113 | +509,806 | 660.11% | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 335,645 | 29,254 | 0.07% | 0.09% | 114 | -48,713 | -12.67% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 333,760 | 29,090 | 0.01% | 0.02% | 115 | -102,678 | -23.53% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 331,569 | 28,899 | 0.75% | 0.8% | 116 | -2,302 | -0.69% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 327,946 | 28,583 | 0.02% | 0.02% | 117 | -17,872 | -5.17% | Q4 2025 | Feb 06, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 320,946 | 27,973 | 3.21% | 3.31% | 118 | +6,786 | 2.16% | Q4 2025 | Jan 02, 2026 |
| Nationwide Fund Advisors | History | Reduced | 318,384 | 27,750 | 1.19% | 4.9% | 119 | -675,478 | -67.96% | Q4 2025 | Jan 23, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 311,806 | 27,246 | 0.19% | 0.2% | 120 | +22,530 | 7.79% | Q4 2025 | Feb 17, 2026 |
| Third View Private Wealth, LLC | History | New | 310,412 | 27,055 | 3.64% | — | 121 | +310,412 | New | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 309,137 | 26,944 | 0.69% | 0.71% | 122 | -1,291 | -0.42% | Q4 2025 | Feb 03, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 300,063 | 26,153 | 0.46% | 0.51% | 123 | -24,432 | -7.53% | Q4 2025 | Feb 12, 2026 |
| Parkwood LLC | History | No change | 300,000 | 26,148 | 2.02% | 2.44% | 124 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | Added to | 298,479 | 26,015 | 1.16% | 0.96% | 125 | +65,490 | 28.11% | Q4 2025 | Jan 22, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | No change | 295,030 | 25,714 | 1.59% | 1.62% | 126 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 292,890 | 25,528 | 0.15% | — | 127 | +292,890 | New | Q4 2025 | Feb 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 292,158 | 25,464 | 0.42% | 0.46% | 128 | -9,975 | -3.3% | Q4 2025 | Jan 28, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 10,863,985 | 25,321 | 0.58% | 2.32% | 129 | -2,048,804 | -15.87% | Q4 2025 | Feb 17, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Added to | 289,870 | 25,265 | 3.59% | 3.7% | 130 | +7,325 | 2.59% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 289,040 | 25,192 | 0.27% | 0.33% | 131 | +46,491 | 19.17% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 288,894 | 25,180 | 0.31% | 0.29% | 132 | +38,042 | 15.17% | Q4 2025 | Jan 29, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 278,692 | 24,290 | 0.64% | 0.71% | 133 | -1,369 | -0.49% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 274,433 | 23,919 | 0.01% | 0.02% | 134 | +22,395 | 8.89% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 271,938 | 23,702 | 0.32% | 0.29% | 135 | +100,830 | 58.93% | Q4 2025 | Feb 06, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 267,934 | 23,353 | 1.44% | 1.3% | 136 | +31,890 | 13.51% | Q4 2025 | Jan 22, 2026 |
| DEUTSCHE BANK AG\ | History | New | 257,500 | 22,443 | 0.01% | — | 137 | +257,500 | New | Q4 2025 | Feb 11, 2026 |
| INSIGHT 2811, INC. | History | Reduced | 256,287 | 22,337 | 9.85% | 10.37% | 138 | -3,966 | -1.52% | Q4 2025 | Feb 03, 2026 |
| HRT FINANCIAL LP | History | New | 255,842 | 22,299 | 0.07% | — | 139 | +255,842 | New | Q4 2025 | Feb 12, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 253,696 | 22,112 | 3.92% | 4.24% | 140 | -1,686 | -0.66% | Q4 2025 | Feb 17, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | No change | 246,549 | 21,489 | 0.35% | 0.3% | 141 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 244,123 | 21,277 | 0.12% | 0.14% | 142 | -26,354 | -9.74% | Q4 2025 | Jan 29, 2026 |
| Squarepoint Ops LLC | History | Reduced | 243,148 | 21,192 | 0.02% | 0.03% | 143 | -105,496 | -30.26% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 242,894 | 21,170 | 1.26% | 1.15% | 144 | +19,730 | 8.84% | Q4 2025 | Jan 30, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 239,103 | 20,840 | 0.3% | 0.32% | 145 | +6,497 | 2.79% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 235,986 | 20,568 | 0.07% | 0.09% | 146 | +26,302 | 12.54% | Q4 2025 | Feb 18, 2026 |
| Sharkey, Howes & Javer | History | Added to | 234,820 | 20,466 | 2.6% | 2.07% | 147 | +54,297 | 30.08% | Q4 2025 | Jan 13, 2026 |
| Eversept Partners, LP | History | New | 230,000 | 20,046 | 1.01% | — | 148 | +230,000 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 228,142 | 19,884 | 0.11% | 0.11% | 149 | +29,656 | 14.94% | Q4 2025 | Jan 26, 2026 |
| NORTHERN TRUST CORP | History | Added to | 227,048 | 19,789 | 0.0% | 0.0% | 150 | +11,147 | 5.16% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 226,541 | 19,745 | 0.02% | 0.03% | 151 | -30,256 | -11.78% | Q4 2025 | Feb 13, 2026 |
| GM Advisory Group, LLC | History | Reduced | 223,055 | 19,441 | 0.76% | 1.0% | 152 | -40,509 | -15.37% | Q4 2025 | Feb 13, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 218,530 | 19,047 | 0.98% | 0.99% | 153 | +287 | 0.13% | Q4 2025 | Jan 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 216,834 | 18,899 | 0.69% | 0.91% | 154 | +1,196 | 0.55% | Q4 2025 | Feb 09, 2026 |
| Lido Advisors, LLC | History | Added to | 212,385 | 18,744 | 0.06% | 0.06% | 155 | +1,889 | 0.9% | Q4 2025 | Feb 10, 2026 |
| Metavasi Capital LP | History | No change | 211,500 | 18,434 | 7.51% | 5.71% | 156 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dakota Wealth Management | History | Added to | 208,694 | 18,189 | 0.32% | 0.26% | 157 | +63,448 | 43.68% | Q4 2025 | Jan 13, 2026 |
| BOS Asset Management, LLC | History | Reduced | 208,544 | 18,176 | 4.87% | 5.42% | 158 | -6,536 | -3.04% | Q4 2025 | Jan 09, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 208,294 | 18,154 | 1.34% | 1.32% | 159 | -8,949 | -4.12% | Q4 2025 | Jan 23, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 205,050 | 17,872 | 5.0% | 5.01% | 160 | +6,497 | 3.27% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 204,473 | 17,822 | 0.13% | — | 161 | +204,473 | New | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 201,314 | 17,546 | 0.05% | 0.04% | 162 | +42,164 | 26.49% | Q4 2025 | Jan 26, 2026 |
| Royal Fund Management, LLC | History | Reduced | 200,427 | 17,469 | 1.59% | 3.68% | 163 | -145,214 | -42.01% | Q4 2025 | Jan 15, 2026 |
| Capula Management Ltd | History | Added to | 200,000 | 17,432 | 0.09% | 0.07% | 164 | +43,819 | 28.06% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 198,600 | 17,310 | 0.79% | 0.79% | 165 | +10,853 | 5.78% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 197,940 | 17,252 | 0.01% | 0.0% | 166 | +122,188 | 161.3% | Q4 2025 | Jan 29, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 196,999 | 17,170 | 0.17% | 1.02% | 167 | -658,852 | -76.98% | Q4 2025 | Feb 10, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 196,860 | 17,158 | 5.44% | 5.59% | 168 | +4,400 | 2.29% | Q4 2025 | Jan 28, 2026 |
| PRUDENTIAL PLC | History | Reduced | 196,548 | 17,131 | 0.14% | 0.69% | 169 | -850,072 | -81.22% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 195,074 | 17,002 | 0.08% | 0.05% | 170 | +75,182 | 62.71% | Q4 2025 | Feb 17, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 192,458 | 16,774 | 4.04% | 4.11% | 171 | +15,749 | 8.91% | Q4 2025 | Feb 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 190,213 | 16,578 | 0.03% | 126.61% | 172 | -114,932 | -37.66% | Q4 2025 | Feb 17, 2026 |
| INTERCAPITAL, LLC | History | New | 187,200 | 16,316 | 5.75% | — | 173 | +187,200 | New | Q4 2025 | Feb 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 183,978 | 16,035 | 0.51% | 0.53% | 174 | +914 | 0.5% | Q4 2025 | Jan 30, 2026 |
| &PARTNERS | History | Reduced | 183,889 | 16,034 | 0.08% | 0.12% | 175 | -30,543 | -14.24% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 179,541 | 15,648 | 0.03% | 0.24% | 176 | -1,311,080 | -87.96% | Q4 2025 | Feb 10, 2026 |
| Strong Tower Advisory Services | History | New | 179,351 | 15,632 | 2.8% | — | 177 | +179,351 | New | Q4 2025 | Jan 23, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 176,054 | 15,344 | 0.07% | 0.06% | 178 | -5,436 | -3.0% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 382,906 | 15,081 | 0.02% | 0.02% | 179 | +14,652 | 3.98% | Q4 2025 | Jan 08, 2026 |
| Maxi Investments CY Ltd | History | Reduced | 172,000 | 14,992 | 2.73% | 5.22% | 180 | -108,950 | -38.78% | Q4 2025 | Feb 03, 2026 |
| Occidental Asset Management, LLC | History | Added to | 171,875 | 14,980 | 1.8% | 1.85% | 181 | +7,111 | 4.32% | Q4 2025 | Jan 08, 2026 |
| West Family Investments, Inc. | History | Added to | 133,337 | 14,929 | 3.51% | 467.06% | 182 | +10,927 | 8.93% | Q4 2025 | Feb 11, 2026 |
| Carrera Capital Advisors | History | Added to | 169,432 | 14,767 | 2.48% | 0.59% | 183 | +132,792 | 362.42% | Q4 2025 | Jan 30, 2026 |
| Advisory Services Network, LLC | History | Reduced | 166,104 | 14,477 | 0.2% | 0.25% | 184 | -25,879 | -13.48% | Q4 2025 | Feb 17, 2026 |
| Fund Evaluation Group, LLC | History | No change | 160,500 | 13,989 | 0.46% | 0.52% | 185 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WJ Interests, LLC | History | Reduced | 160,471 | 13,986 | 6.02% | 5.8% | 186 | -121 | -0.08% | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | Added to | 159,440 | 13,897 | 0.23% | 0.24% | 187 | +3,197 | 2.05% | Q4 2025 | Feb 09, 2026 |
| TCM Advisors, LLC | History | Reduced | 157,112 | 13,693 | 1.04% | 1.49% | 188 | -2,180 | -1.37% | Q4 2025 | Feb 13, 2026 |
| Marino Management, LLC | History | New | 154,653 | 13,587 | 2.7% | — | 189 | +154,653 | New | Q4 2025 | Feb 13, 2026 |
| Paloma Partners Management Co | History | Added to | 150,000 | 13,074 | 2.38% | 1.47% | 190 | +50,000 | 50.0% | Q4 2025 | Feb 17, 2026 |
| One Day In July LLC | History | Added to | 149,083 | 12,994 | 1.07% | 1.13% | 191 | +166 | 0.11% | Q4 2025 | Feb 04, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 148,834 | 12,972 | 3.75% | 1.53% | 192 | +89,090 | 149.12% | Q4 2025 | Jan 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 148,781 | 12,967 | 0.42% | 0.47% | 193 | -3,702 | -2.43% | Q4 2025 | Feb 13, 2026 |
| FORM Wealth Advisors, LLC | History | New | 146,677 | 12,784 | 1.5% | — | 194 | +146,677 | New | Q4 2025 | Jan 28, 2026 |
| CULTIVAR CAPITAL, INC. | History | Added to | 146,188 | 12,741 | 8.16% | 8.44% | 195 | +4,657 | 3.29% | Q4 2025 | Jan 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 144,218 | 12,570 | 0.07% | 0.07% | 196 | -458 | -0.32% | Q4 2025 | Feb 12, 2026 |
| Eddie Patel Inc | History | New | 143,077 | 12,470 | 9.29% | — | 197 | +143,077 | New | Q4 2025 | Feb 17, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 142,791 | 12,446 | 1.04% | 1.45% | 198 | -44,763 | -23.87% | Q4 2025 | Feb 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 141,817 | 12,360 | 0.47% | 0.4% | 199 | +25,274 | 21.69% | Q4 2025 | Feb 17, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 139,375 | 12,147 | 4.22% | 4.09% | 200 | +10,411 | 8.07% | Q4 2025 | Jan 20, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 139,132 | 12,126 | 0.29% | — | 201 | +139,132 | New | Q4 2025 | Feb 17, 2026 |
| Granby Capital Management, LLC | History | No change | 138,000 | 12,028 | 6.42% | 6.55% | 202 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clarity Financial LLC | History | Added to | 136,223 | 11,873 | 1.1% | 1.2% | 203 | +1,183 | 0.88% | Q4 2025 | Jan 28, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 135,419 | 11,803 | 1.7% | 2.07% | 204 | -15,531 | -10.29% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | Reduced | 134,667 | 11,737 | 0.13% | 0.15% | 205 | -11,231 | -7.7% | Q4 2025 | Feb 05, 2026 |
| Persium Advisors, LLC | History | Added to | 133,248 | 11,613 | 8.38% | 8.35% | 206 | +7,345 | 5.83% | Q4 2025 | Jan 21, 2026 |
| Edgestream Partners, L.P. | History | New | 133,063 | 11,597 | 0.33% | — | 207 | +133,063 | New | Q4 2025 | Feb 13, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 132,485 | 11,554 | 1.74% | 1.79% | 208 | +1,399 | 1.07% | Q4 2025 | Jan 27, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 131,400 | 11,452 | 0.54% | 0.06% | 209 | +115,330 | 717.67% | Q4 2025 | Jan 15, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 131,270 | 11,441 | 0.99% | 1.41% | 210 | +130,967 | 43223.43% | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | Added to | 130,342 | 11,360 | 0.3% | 0.04% | 211 | +107,585 | 472.76% | Q4 2025 | Feb 12, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 130,255 | 11,353 | 0.21% | 0.29% | 212 | -27,685 | -17.53% | Q4 2025 | Feb 06, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 129,681 | 11,302 | 3.75% | 3.79% | 213 | +5,348 | 4.3% | Q4 2025 | Feb 12, 2026 |
| Shay Capital LLC | History | Added to | 128,116 | 11,166 | 1.15% | 0.36% | 214 | +81,122 | 172.62% | Q4 2025 | Feb 17, 2026 |
| Nolet Wealth Management, LLC | History | New | 127,885 | 11,146 | 6.21% | — | 215 | +127,885 | New | Q4 2025 | Feb 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 127,772 | 11,136 | 0.54% | 0.18% | 216 | +99,419 | 350.65% | Q4 2025 | Feb 12, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 125,916 | 10,974 | 1.8% | 2.05% | 217 | +230 | 0.18% | Q4 2025 | Jan 26, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 125,095 | 10,903 | 0.03% | 0.04% | 218 | -44,560 | -26.27% | Q4 2025 | Feb 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 125,052 | 10,900 | 0.01% | 0.01% | 219 | +86,589 | 225.12% | Q4 2025 | Jan 09, 2026 |
| Sicart Associates LLC | History | Reduced | 122,505 | 10,677 | 2.83% | 3.85% | 220 | -36,474 | -22.94% | Q4 2025 | Jan 14, 2026 |
| Brookstone Capital Management | History | Reduced | 122,472 | 10,674 | 0.12% | 0.18% | 221 | -46,489 | -27.51% | Q4 2025 | Jan 15, 2026 |
| High Note Wealth, LLC | History | Added to | 120,952 | 10,542 | 2.06% | 2.0% | 222 | +9,662 | 8.68% | Q4 2025 | Feb 05, 2026 |
| Kovitz Investment Group Partners, LLC | History | Added to | 119,017 | 10,373 | 0.23% | 0.04% | 223 | +10,052 | 9.22% | Q4 2025 | Feb 20, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 118,723 | 10,347 | 0.15% | 0.04% | 224 | +85,856 | 261.22% | Q4 2025 | Feb 02, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 118,188 | 10,301 | 0.5% | 0.51% | 225 | +6,855 | 6.16% | Q4 2025 | Feb 13, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Added to | 117,866 | 10,273 | 5.63% | 5.95% | 226 | +6,886 | 6.2% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 117,550 | 10,245 | 0.01% | 0.01% | 227 | +55,808 | 90.39% | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 117,062 | 10,203 | 0.02% | 0.03% | 228 | +5,864 | 5.27% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 116,829 | 10,182 | 0.03% | 0.03% | 229 | +9,032 | 8.38% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 117,080 | 10,073 | 0.02% | 0.02% | 230 | -12,461 | -9.62% | Q4 2025 | Feb 18, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 115,134 | 10,035 | 0.51% | 0.4% | 231 | +29,434 | 34.35% | Q4 2025 | Jan 27, 2026 |
| Quinn Opportunity Partners LLC | History | Reduced | 115,000 | 10,023 | 0.42% | 1.95% | 232 | -192,700 | -62.63% | Q4 2025 | Feb 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 112,737 | 9,955 | 0.85% | 0.93% | 233 | -3,163 | -2.73% | Q4 2025 | Jan 20, 2026 |
| Wealthfront Advisers LLC | History | Added to | 114,043 | 9,939 | 0.02% | 0.02% | 234 | +37,917 | 49.81% | Q4 2025 | Jan 30, 2026 |
| U S WEALTH GROUP, LLC. | History | New | 113,202 | 9,866 | 6.5% | — | 235 | +113,202 | New | Q4 2025 | Mar 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 111,619 | 9,728 | 0.17% | 0.18% | 236 | +14,188 | 14.56% | Q4 2025 | Jan 16, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 110,933 | 9,668 | 0.72% | 0.68% | 237 | +13,231 | 13.54% | Q4 2025 | Jan 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 110,547 | 9,635 | 0.17% | 0.22% | 238 | -7,447 | -6.31% | Q4 2025 | Feb 19, 2026 |
| SECURITY BENEFIT LIFE INSURANCE CO /KS/ | History | No change | 110,000 | 9,587 | 3.96% | 3.96% | 239 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Nearwater Capital Markets, Ltd | History | No change | 110,000 | 9,587 | 0.16% | 0.13% | 240 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 108,853 | 9,488 | 0.02% | 0.02% | 241 | +16,520 | 17.89% | Q4 2025 | Feb 12, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 108,395 | 9,447 | 1.37% | 1.41% | 242 | +3,149 | 2.99% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 108,262 | 9,436 | 0.11% | 0.12% | 243 | -4,121 | -3.67% | Q4 2025 | Jan 20, 2026 |
| Cavalier Investments, LLC | History | Added to | 107,636 | 9,381 | 0.48% | 1.19% | 244 | +24,215 | 29.03% | Q4 2025 | Feb 13, 2026 |
| Encompass More Asset Management | History | Reduced | 106,809 | 9,309 | 1.72% | 2.83% | 245 | -58,430 | -35.36% | Q4 2025 | Feb 03, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 106,245 | 9,260 | 0.06% | 0.07% | 246 | -5,746 | -5.13% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Wealth | History | Reduced | 104,903 | 9,150 | 0.01% | 0.02% | 247 | -26,502 | -20.17% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 104,271 | 9,088 | 0.0% | 0.0% | 248 | +18,747 | 21.92% | Q4 2025 | Feb 02, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 103,313 | 9,004 | 5.56% | 6.19% | 249 | -6,550 | -5.96% | Q4 2025 | Jan 14, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 101,241 | 8,824 | 4.65% | — | 250 | +101,241 | New | Q4 2025 | Feb 27, 2026 |
| DG Capital Management, LLC | History | Reduced | 100,000 | 8,716 | 3.82% | 12.41% | 251 | -300,000 | -75.0% | Q4 2025 | Feb 13, 2026 |
| Edenbrook Capital, LLC | History | New | 100,000 | 8,716 | 1.63% | — | 253 | +100,000 | New | Q4 2025 | Feb 13, 2026 |
| INTREPID FAMILY OFFICE LLC | History | No change | 100,000 | 8,716 | 7.51% | 7.47% | 252 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 99,546 | 8,676 | 3.12% | 3.74% | 254 | -13,566 | -11.99% | Q4 2025 | Feb 10, 2026 |
| Americana Partners, LLC | History | Added to | 99,530 | 8,675 | 0.24% | 0.22% | 255 | +18,668 | 23.09% | Q4 2025 | Feb 06, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 98,893 | 8,619 | 0.79% | 0.88% | 256 | -6,428 | -6.1% | Q4 2025 | Jan 12, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 98,831 | 8,614 | 5.29% | 5.58% | 257 | +1,015 | 1.04% | Q4 2025 | Jan 06, 2026 |
| Cynosure Group, LLC | History | New | 97,100 | 8,463 | 0.86% | — | 258 | +97,100 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 97,087 | 8,450 | 0.01% | 0.02% | 259 | -53,347 | -35.46% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 96,456 | 8,407 | 0.06% | 0.07% | 260 | -58 | -0.06% | Q4 2025 | Feb 12, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 96,063 | 8,377 | 1.89% | 2.01% | 261 | +5,846 | 6.48% | Q4 2025 | Feb 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 94,884 | 8,270 | 0.07% | 0.05% | 262 | +33,776 | 55.27% | Q4 2025 | Feb 05, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 94,540 | 8,240 | 0.24% | 0.24% | 263 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 93,951 | 8,188 | 0.06% | 0.08% | 264 | -33,455 | -26.26% | Q4 2025 | Feb 17, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 93,450 | 8,145 | 0.64% | 0.92% | 265 | -30,899 | -24.85% | Q4 2025 | Feb 17, 2026 |
| SHARPEPOINT LLC | History | Added to | 92,652 | 8,075 | 4.84% | 5.11% | 266 | +29,202 | 46.02% | Q4 2025 | Feb 11, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 88,500 | 8,035 | 1.81% | 1.11% | 267 | +36,000 | 68.57% | Q4 2025 | Feb 03, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 92,083 | 8,025 | 0.1% | 0.11% | 268 | -4,139 | -4.3% | Q4 2025 | Feb 05, 2026 |
| FIRST HORIZON CORP | History | Added to | 90,041 | 7,847 | 0.35% | 0.26% | 269 | +28,384 | 46.04% | Q4 2025 | Jan 27, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 90,000 | 7,844 | 0.02% | — | 270 | +90,000 | New | Q4 2025 | Feb 17, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 87,942 | 7,665 | 6.34% | 6.34% | 271 | +3,488 | 4.13% | Q4 2025 | Feb 06, 2026 |
| Fermata Advisors, LLC | History | Added to | 86,025 | 7,497 | 1.8% | 1.69% | 272 | +11,504 | 15.44% | Q4 2025 | Jan 08, 2026 |
| Ethos Financial Group, LLC | History | Added to | 85,763 | 7,475 | 0.55% | 0.02% | 273 | +82,886 | 2880.99% | Q4 2025 | Jan 20, 2026 |
| Diesslin Group, Inc. | History | New | 85,428 | 7,445 | 2.96% | — | 274 | +85,428 | New | Q4 2025 | Feb 25, 2026 |
| Cordoba Advisory Partners LLC | History | New | 84,783 | 7,389 | 1.83% | — | 275 | +84,783 | New | Q4 2025 | Feb 13, 2026 |
| Rezny Wealth Management, Inc. | History | Reduced | 84,632 | 7,376 | 1.49% | 1.61% | 276 | -1,451 | -1.69% | Q4 2025 | Feb 03, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 84,532 | 7,367 | 0.0% | 0.0% | 277 | +8,815 | 11.64% | Q4 2025 | Feb 11, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 84,419 | 7,357 | 0.27% | 0.18% | 278 | +30,544 | 56.69% | Q4 2025 | Feb 06, 2026 |
| Leo Wealth, LLC | History | Added to | 84,016 | 7,324 | 0.53% | 0.44% | 279 | +45,801 | 119.85% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 83,602 | 7,286 | 0.01% | 0.02% | 280 | -9,522 | -10.23% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 83,300 | 7,260 | 0.04% | 0.04% | 281 | -4,782 | -5.43% | Q4 2025 | Jan 12, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 82,723 | 7,210 | 0.24% | 0.24% | 282 | +8,766 | 11.85% | Q4 2025 | Jan 14, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 82,199 | 7,164 | 1.18% | 1.26% | 283 | -318 | -0.39% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 81,559 | 7,108 | 0.04% | 0.04% | 284 | +1,546 | 1.93% | Q4 2025 | Feb 09, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 81,301 | 7,086 | 0.13% | 0.14% | 285 | +3,566 | 4.59% | Q4 2025 | Jan 07, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 80,508 | 7,017 | 1.86% | 1.86% | 286 | +3,199 | 4.14% | Q4 2025 | Feb 10, 2026 |
| BIRCHBROOK, INC. | History | Added to | 80,282 | 6,997 | 3.49% | 3.66% | 287 | +1,072 | 1.35% | Q4 2025 | Feb 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 80,244 | 6,994 | 0.14% | 0.16% | 288 | +3,790 | 4.96% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 80,068 | 6,978 | 0.96% | 0.04% | 289 | +77,127 | 2622.48% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 79,070 | 6,891 | 0.03% | 0.03% | 290 | -668 | -0.84% | Q4 2025 | Jan 29, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 79,010 | 6,886 | 4.45% | 3.87% | 291 | -1,123 | -1.4% | Q4 2025 | Feb 09, 2026 |
| SB Capital Management Inc | History | New | 78,802 | 6,868 | 2.52% | — | 292 | +78,802 | New | Q4 2025 | Feb 20, 2026 |
| Custos Family Office, LLC | History | Reduced | 78,580 | 6,849 | 4.67% | 5.15% | 293 | -23,420 | -22.96% | Q4 2025 | Feb 17, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 78,264 | 6,821 | 1.22% | 1.33% | 294 | +1,648 | 2.15% | Q4 2025 | Feb 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 77,802 | 6,781 | 0.07% | 0.12% | 295 | -33,802 | -30.29% | Q4 2025 | Feb 06, 2026 |
| Smith Salley Wealth Management | History | Added to | 77,667 | 6,769 | 0.34% | 0.35% | 296 | +1,812 | 2.39% | Q4 2025 | Jan 27, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 76,675 | 6,732 | 0.21% | 0.22% | 297 | +3,015 | 4.09% | Q4 2025 | Jan 23, 2026 |
| Sowell Financial Services LLC | History | Added to | 76,793 | 6,693 | 0.25% | 0.25% | 298 | +5,317 | 7.44% | Q4 2025 | Jan 21, 2026 |
| CPR Investments Inc. | History | Added to | 76,780 | 6,692 | 4.49% | 1.79% | 299 | +47,741 | 164.4% | Q4 2025 | Jan 14, 2026 |
| Cerity Partners LLC | History | Added to | 76,766 | 6,690 | 0.01% | 0.01% | 300 | +26,973 | 54.17% | Q4 2025 | Feb 11, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 76,348 | 6,654 | 0.02% | 0.02% | 301 | +3,928 | 5.42% | Q4 2025 | Feb 13, 2026 |
| Worth Asset Management, LLC | History | New | 76,296 | 6,649 | 2.82% | — | 302 | +76,296 | New | Q4 2025 | Jan 14, 2026 |
| SFMG, LLC | History | Reduced | 76,226 | 6,643 | 0.45% | 0.53% | 303 | -8,937 | -10.49% | Q4 2025 | Feb 10, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 75,993 | 6,623 | 1.65% | 1.63% | 304 | +5,245 | 7.41% | Q4 2025 | Jan 02, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 75,971 | 6,621 | 2.73% | — | 305 | +75,971 | New | Q4 2025 | Jan 22, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Added to | 75,389 | 6,570 | 0.59% | 0.59% | 306 | +215 | 0.29% | Q4 2025 | Jan 30, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 74,263 | 6,561 | 5.71% | — | 307 | +74,263 | New | Q4 2025 | Feb 11, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 74,355 | 6,481 | 1.72% | 0.53% | 308 | +52,664 | 242.79% | Q4 2025 | Feb 09, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 72,734 | 6,339 | 4.64% | 4.79% | 309 | -582 | -0.79% | Q4 2025 | Feb 12, 2026 |
| V2 Financial group LLC | History | Added to | 72,125 | 6,286 | 3.1% | 3.46% | 310 | +2,204 | 3.15% | Q4 2025 | Jan 21, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 72,011 | 6,276 | 1.65% | 0.86% | 311 | +37,677 | 109.74% | Q4 2025 | Feb 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 71,538 | 6,235 | 0.08% | 0.11% | 312 | -19,006 | -20.99% | Q4 2025 | Jan 30, 2026 |
| PSI Advisors, LLC | History | Added to | 70,913 | 6,180 | 1.55% | 1.57% | 313 | +2,820 | 4.14% | Q4 2025 | Feb 09, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 70,037 | 6,104 | 0.16% | 1.81% | 314 | -667,515 | -90.5% | Q4 2025 | Jan 22, 2026 |
| Joule Financial, LLC | History | Added to | 69,866 | 6,089 | 1.82% | 1.74% | 315 | +4,698 | 7.21% | Q4 2025 | Jan 20, 2026 |
| Independent Advisor Alliance | History | Reduced | 69,594 | 6,065 | 0.15% | 0.16% | 316 | -847 | -1.2% | Q4 2025 | Feb 04, 2026 |
| LifeWealth Investments, LLC | History | Added to | 69,212 | 6,032 | 1.91% | 1.97% | 317 | +2,346 | 3.51% | Q4 2025 | Jan 26, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 68,655 | 5,984 | 1.41% | 1.41% | 318 | +1,691 | 2.53% | Q4 2025 | Feb 05, 2026 |
| Bay Rivers Group | History | Reduced | 68,596 | 5,978 | 2.42% | 2.98% | 319 | -10,686 | -13.48% | Q4 2025 | Jan 07, 2026 |
| Compound Planning, Inc. | History | Reduced | 67,841 | 5,912 | 0.17% | 0.27% | 320 | -24,452 | -26.49% | Q4 2025 | Feb 19, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 67,551 | 5,887 | 0.35% | 0.38% | 321 | -13,879 | -17.04% | Q4 2025 | Feb 17, 2026 |
| Foguth Wealth Management, LLC. | History | New | 67,223 | 5,850 | 0.91% | — | 322 | +67,223 | New | Q4 2025 | Jan 05, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 66,966 | 5,836 | 0.31% | — | 323 | +66,966 | New | Q4 2025 | Feb 11, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 65,744 | 5,730 | 0.31% | 0.34% | 324 | -3,950 | -5.67% | Q4 2025 | Jan 15, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Reduced | 65,198 | 5,682 | 0.58% | 1.51% | 325 | -95,838 | -59.51% | Q4 2025 | Feb 17, 2026 |
| Boomfish Wealth Group, LLC | History | Added to | 65,108 | 5,674 | 3.03% | 2.35% | 326 | +16,409 | 33.69% | Q4 2025 | Jan 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 64,617 | 5,632 | 0.14% | 0.15% | 327 | -1,888 | -2.84% | Q4 2025 | Feb 13, 2026 |
| Legacy Private Trust Co. | History | Added to | 64,154 | 5,591 | 0.33% | 0.02% | 328 | +61,129 | 2020.79% | Q4 2025 | Jan 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 63,594 | 5,543 | 0.01% | 0.01% | 329 | +11,392 | 21.82% | Q4 2025 | Mar 09, 2026 |
| Csenge Advisory Group | History | Added to | 62,728 | 5,467 | 0.25% | 0.26% | 330 | +744 | 1.2% | Q4 2025 | Feb 06, 2026 |
| CWC Advisors, LLC. | History | Reduced | 61,724 | 5,379 | 2.6% | 2.82% | 331 | -2,770 | -4.29% | Q4 2025 | Jan 26, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 59,873 | 5,218 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Perseverance Asset Management International | History | No change | 59,100 | 5,151 | 0.75% | 0.91% | 333 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NBT BANK N A /NY | History | Reduced | 87 | 5,092 | 0.33% | 0.37% | 334 | -2 | -2.25% | Q4 2025 | Jan 23, 2026 |
| Refined Wealth Management | History | Reduced | 58,006 | 5,055 | 3.4% | 3.39% | 335 | -956 | -1.62% | Q4 2025 | Jan 15, 2026 |
| Arax Advisory Partners | History | New | 57,668 | 5,026 | 0.15% | — | 336 | +57,668 | New | Q4 2025 | Feb 13, 2026 |
| Hixon Zuercher, LLC | History | Reduced | 57,570 | 5,017 | 1.52% | 1.6% | 337 | -1,333 | -2.26% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 57,388 | 5,001 | 0.09% | 0.09% | 338 | +10,683 | 22.87% | Q4 2025 | Feb 06, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 56,867 | 4,957 | 0.14% | 0.15% | 339 | +4,776 | 9.17% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 55,948 | 4,876 | 0.69% | 0.28% | 340 | +35,891 | 178.95% | Q4 2025 | Jan 12, 2026 |
| O'Domhnaill Enterprises, Inc. | History | New | 55,930 | 4,874 | 4.56% | — | 341 | +55,930 | New | Q4 2025 | Feb 17, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 55,007 | 4,794 | 2.01% | 0.38% | 342 | +44,972 | 448.15% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 53,930 | 4,700 | 0.0% | 0.0% | 343 | -74,820 | -58.11% | Q4 2025 | Feb 09, 2026 |
| Banco Santander, S.A. | History | New | 53,830 | 4,691 | 0.04% | — | 344 | +53,830 | New | Q4 2025 | Feb 13, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 53,682 | 4,678 | 2.95% | 3.07% | 345 | -999 | -1.83% | Q4 2025 | Jan 14, 2026 |
| LCW Services, LLC | History | New | 53,564 | 4,668 | 2.49% | — | 346 | +53,564 | New | Q4 2025 | Feb 11, 2026 |
| Benin Management CORP | History | New | 53,408 | 4,655 | 1.04% | — | 347 | +53,408 | New | Q4 2025 | Jan 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 53,362 | 4,651 | 0.06% | 0.14% | 348 | -55,207 | -50.85% | Q4 2025 | Feb 10, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 53,325 | 4,640 | 2.75% | 3.61% | 349 | -16,800 | -23.96% | Q4 2025 | Jan 06, 2026 |
| Ballew Advisors, Inc | History | Added to | 52,798 | 4,636 | 2.61% | 2.65% | 350 | +535 | 1.02% | Q4 2025 | Jan 14, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 52,952 | 4,615 | 0.93% | 0.71% | 351 | +16,497 | 45.25% | Q4 2025 | Jan 29, 2026 |
| IPG Investment Advisors LLC | History | Added to | 52,476 | 4,573 | 0.8% | 0.63% | 352 | +13,130 | 33.37% | Q4 2025 | Feb 09, 2026 |
| Triumph Capital Management | History | Reduced | 52,385 | 4,565 | 0.99% | 1.26% | 353 | -314 | -0.6% | Q4 2025 | Feb 12, 2026 |
| EQ LLC | History | Added to | 52,306 | 4,559 | 1.31% | 1.07% | 354 | +16,893 | 47.7% | Q4 2025 | Feb 10, 2026 |
| Bulltick Wealth Management, LLC | History | Reduced | 51,926 | 4,525 | 0.96% | 2.0% | 355 | -42,975 | -45.28% | Q4 2025 | Feb 17, 2026 |
| Eley Financial Management, Inc | History | Added to | 51,646 | 4,501 | 1.62% | 1.64% | 356 | +643 | 1.26% | Q4 2025 | Feb 12, 2026 |
| NATIXIS | History | Added to | 51,318 | 4,475 | 0.02% | 0.02% | 357 | +4,800 | 10.32% | Q4 2025 | Feb 13, 2026 |
| Aspect Partners, LLC | History | Reduced | 51,297 | 4,471 | 1.96% | 2.14% | 358 | -1,358 | -2.58% | Q4 2025 | Jan 23, 2026 |
| GROUP ONE TRADING LLC | History | New | 50,230 | 4,378 | 0.01% | — | 359 | +50,230 | New | Q4 2025 | Feb 12, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 50,229 | 4,377 | 1.88% | 2.07% | 360 | -1,065 | -2.08% | Q4 2025 | Jan 26, 2026 |
| GeoWealth Management, LLC | History | Added to | 49,961 | 4,354 | 0.16% | 0.15% | 361 | +2,815 | 5.97% | Q4 2025 | Feb 17, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 49,200 | 4,288 | 0.01% | 0.01% | 362 | -30,000 | -37.88% | Q4 2025 | Feb 17, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 48,702 | 4,244 | 1.22% | 1.31% | 363 | -649 | -1.32% | Q4 2025 | Feb 09, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 47,983 | 4,182 | 2.88% | 3.34% | 364 | -6,722 | -12.29% | Q4 2025 | Jan 26, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 47,530 | 4,142 | 1.32% | 1.59% | 365 | -5,363 | -10.14% | Q4 2025 | Feb 06, 2026 |
| Advisors Preferred, LLC | History | Added to | 47,532 | 4,136 | 0.67% | 0.01% | 366 | +46,732 | 5841.5% | Q4 2025 | Feb 02, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | No change | 47,000 | 4,096 | 0.79% | 0.89% | 367 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 46,408 | 4,044 | 0.01% | 0.02% | 368 | -95,476 | -67.29% | Q4 2025 | Feb 12, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 45,800 | 3,991 | 0.52% | 0.21% | 369 | +34,300 | 298.26% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 45,484 | 3,964 | 0.0% | 0.0% | 370 | +637 | 1.42% | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 45,325 | 3,950 | 0.25% | 0.25% | 371 | +6,629 | 17.13% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | Added to | 45,336 | 3,938 | 0.11% | 0.12% | 372 | +8 | 0.02% | Q4 2025 | Jan 30, 2026 |
| Archer Investment Management, LLC | History | Reduced | 44,911 | 3,914 | 2.11% | 3.39% | 373 | -16,941 | -27.39% | Q4 2025 | Jan 12, 2026 |
| XTX Topco Ltd | History | New | 44,320 | 3,862 | 0.1% | — | 374 | +44,320 | New | Q4 2025 | Feb 17, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 44,304 | 3,861 | 0.9% | 0.96% | 375 | +305 | 0.69% | Q4 2025 | Feb 05, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 44,243 | 3,857 | 1.12% | 0.92% | 376 | +1,565 | 3.67% | Q4 2025 | Jan 29, 2026 |
| CSS LLC/IL | History | Reduced | 44,000 | 3,835 | 0.17% | 0.24% | 377 | -16,000 | -26.67% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 43,397 | 3,782 | 0.0% | 0.01% | 378 | -40,935 | -48.54% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 43,176 | 3,763 | 0.02% | 0.03% | 379 | -370 | -0.85% | Q4 2025 | Feb 17, 2026 |
| MATAURO, LLC | History | New | 43,073 | 3,754 | 0.57% | — | 380 | +43,073 | New | Q4 2025 | Jan 16, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 42,670 | 3,719 | 1.28% | 1.27% | 381 | +2,595 | 6.48% | Q4 2025 | Feb 04, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 42,634 | 3,715 | 0.33% | 0.34% | 382 | -49 | -0.11% | Q4 2025 | Feb 06, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 41,986 | 3,659 | 1.98% | 2.2% | 383 | -527 | -1.24% | Q4 2025 | Jan 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 41,419 | 3,610 | 0.3% | 0.32% | 384 | -1,151 | -2.7% | Q4 2025 | Feb 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 41,400 | 3,608 | 0.27% | 0.54% | 385 | -36,668 | -46.97% | Q4 2025 | Feb 17, 2026 |
| Latitude Advisors, LLC | History | Added to | 41,262 | 3,596 | 1.58% | 1.65% | 386 | +848 | 2.1% | Q4 2025 | Jan 27, 2026 |
| Miller Financial Services LLC | History | Added to | 40,920 | 3,566 | 4.18% | 3.69% | 387 | +5,197 | 14.55% | Q4 2025 | Feb 12, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Added to | 40,807 | 3,556 | 1.89% | 0.84% | 388 | +22,411 | 121.83% | Q4 2025 | Feb 05, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 40,593 | 3,538 | 0.12% | 0.16% | 389 | -5,769 | -12.44% | Q4 2025 | Feb 04, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 40,590 | 3,536 | 0.59% | 1.57% | 390 | -60,175 | -59.72% | Q4 2025 | Feb 06, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Added to | 40,225 | 3,506 | 1.24% | 1.08% | 391 | +6,924 | 20.79% | Q4 2025 | Jan 16, 2026 |
| Avos Capital Management, LLC | History | Reduced | 40,204 | 3,504 | 1.53% | 6.58% | 392 | -117,616 | -74.53% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 40,000 | 3,486 | 0.08% | 0.09% | 393 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 39,527 | 3,445 | 0.01% | 0.0% | 394 | -1,704 | -4.13% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 39,347 | 3,429 | 0.12% | 0.14% | 395 | -3,107 | -7.32% | Q4 2025 | Jan 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 39,197 | 3,416 | 0.01% | 0.01% | 396 | -27,323 | -41.07% | Q4 2025 | Feb 13, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 39,171 | 3,414 | 1.03% | 1.07% | 397 | +922 | 2.41% | Q4 2025 | Jan 22, 2026 |
| Virtue Capital Management, LLC | History | Added to | 37,992 | 3,306 | 0.51% | 0.68% | 398 | +8,464 | 28.66% | Q4 2025 | Feb 18, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 37,905 | 3,303 | 0.08% | 0.08% | 399 | +2,722 | 7.74% | Q4 2025 | Jan 28, 2026 |
| SJBENEN ADVISORY, LLC | History | New | 102,800 | 3,294 | 3.07% | — | 400 | +102,800 | New | Q4 2025 | Jan 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 37,258 | 3,247 | 0.02% | 0.01% | 401 | +22,587 | 153.96% | Q4 2025 | Feb 18, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 36,869 | 3,213 | 0.01% | 0.01% | 402 | -11,790 | -24.23% | Q4 2025 | Feb 13, 2026 |
| WJ Financial Advisors LLC | History | Reduced | 36,323 | 3,165 | 2.82% | 3.16% | 403 | -182 | -0.5% | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 36,290 | 3,163 | 0.01% | 0.01% | 404 | -5,547 | -13.26% | Q4 2025 | Feb 12, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 36,189 | 3,154 | 2.83% | 2.38% | 405 | +7,351 | 25.49% | Q4 2025 | Jan 23, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 35,837 | 3,151 | 0.6% | 0.66% | 406 | -16 | -0.04% | Q4 2025 | Jan 26, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 36,057 | 3,142 | 0.89% | 0.7% | 407 | +9,853 | 37.6% | Q4 2025 | Feb 02, 2026 |
| Greenland Capital Management LP | History | New | 36,000 | 3,137 | 0.33% | — | 408 | +36,000 | New | Q4 2025 | Feb 17, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Reduced | 35,774 | 3,118 | 0.67% | 0.73% | 409 | -1,233 | -3.33% | Q4 2025 | Jan 26, 2026 |
| HighMark Wealth Management LLC | History | Added to | 35,511 | 3,095 | 1.26% | 1.38% | 410 | +420 | 1.2% | Q4 2025 | Feb 05, 2026 |
| Juno Financial Group LLC | History | New | 35,449 | 3,089 | 1.24% | — | 411 | +35,449 | New | Q4 2025 | Jan 28, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 35,000 | 3,075 | 0.07% | 0.23% | 412 | -42,500 | -54.84% | Q4 2025 | Feb 13, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 34,910 | 3,042 | 0.23% | 0.25% | 413 | -2,181 | -5.88% | Q4 2025 | Feb 18, 2026 |
| Hikari Tsushin, Inc. | History | No change | 34,607 | 3,016 | 0.2% | 0.21% | 414 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 34,078 | 2,970 | 0.01% | 0.02% | 415 | -6,940 | -16.92% | Q4 2025 | Feb 12, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 34,010 | 2,964 | 0.87% | — | 416 | +34,010 | New | Q4 2025 | Mar 19, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 33,973 | 2,961 | 0.19% | 0.16% | 417 | +6,925 | 25.6% | Q4 2025 | Feb 06, 2026 |
| One Wealth Advisors, LLC | History | Added to | 33,841 | 2,949 | 0.36% | 0.09% | 418 | +26,092 | 336.71% | Q4 2025 | Feb 02, 2026 |
| Aurora Private Wealth, Inc. | History | New | 33,685 | 2,945 | 1.94% | — | 419 | +33,685 | New | Q4 2025 | Feb 02, 2026 |
| MA Private Wealth | History | Reduced | 33,446 | 2,915 | 0.49% | 0.51% | 420 | -764 | -2.23% | Q4 2025 | Feb 03, 2026 |
| WealthShield Partners, LLC | History | Reduced | 33,400 | 2,911 | 0.32% | 0.41% | 421 | -6,606 | -16.51% | Q4 2025 | Feb 03, 2026 |
| KM Capital Management Ltd. | History | Added to | 33,048 | 2,880 | 1.47% | 1.18% | 422 | +4,481 | 15.69% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Added to | 32,975 | 2,874 | 0.05% | 0.06% | 423 | +2,525 | 8.29% | Q4 2025 | Feb 03, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 32,587 | 2,840 | 0.31% | 0.35% | 424 | -3,462 | -9.6% | Q4 2025 | Jan 29, 2026 |
| Q3 Asset Management | History | New | 32,460 | 2,829 | 0.65% | — | 425 | +32,460 | New | Q4 2025 | Jan 27, 2026 |
| Midwest Financial Group LLC | History | Added to | 32,293 | 2,814 | 1.24% | 1.35% | 426 | +690 | 2.18% | Q4 2025 | Jan 20, 2026 |
| Creative Planning | History | Reduced | 32,272 | 2,812 | 0.0% | 0.01% | 427 | -49,914 | -60.73% | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 32,160 | 2,803 | 0.2% | 0.33% | 428 | -19,971 | -38.31% | Q4 2025 | Feb 12, 2026 |
| Investors Portfolio Services LLC | History | New | 31,780 | 2,769 | 2.49% | — | 429 | +31,780 | New | Q4 2025 | Feb 09, 2026 |
| FDx Advisors, Inc. | History | Reduced | 31,660 | 2,759 | 1.41% | 0.86% | 430 | -91 | -0.29% | Q4 2025 | Feb 10, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Reduced | 31,640 | 2,757 | 1.32% | 1.37% | 431 | -2,900 | -8.4% | Q4 2025 | Feb 03, 2026 |
| Redwood Wealth Management Group, LLC | History | Added to | 31,463 | 2,742 | 1.15% | 0.98% | 432 | +5,600 | 21.65% | Q4 2025 | Feb 03, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 31,409 | 2,737 | 0.72% | 0.71% | 433 | +1,688 | 5.68% | Q4 2025 | Jan 27, 2026 |
| Timber Creek Capital Management LLC | History | Reduced | 31,331 | 2,730 | 0.63% | 0.68% | 434 | -87 | -0.28% | Q4 2025 | Jan 23, 2026 |
| Modern Wealth Management, LLC | History | Added to | 31,199 | 2,719 | 0.05% | 0.05% | 435 | +1,673 | 5.67% | Q4 2025 | Feb 17, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 30,930 | 2,695 | 1.71% | 1.78% | 436 | +1,221 | 4.11% | Q4 2025 | Feb 04, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 30,476 | 2,656 | 0.05% | 0.01% | 437 | +24,986 | 455.12% | Q4 2025 | Feb 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 30,132 | 2,626 | 0.06% | 0.06% | 438 | -17 | -0.06% | Q4 2025 | Feb 03, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 30,002 | 2,614 | 0.02% | 0.04% | 439 | -31,446 | -51.17% | Q4 2025 | Feb 17, 2026 |
| Glaxis Capital Management, LLC | History | New | 30,000 | 2,614 | 4.48% | — | 440 | +30,000 | New | Q4 2025 | Feb 12, 2026 |
| FIFTH LANE CAPITAL, LP | History | New | 30,000 | 2,614 | 1.98% | — | 441 | +30,000 | New | Q4 2025 | Feb 13, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 29,606 | 2,580 | 1.4% | 1.51% | 442 | -377 | -1.26% | Q4 2025 | Feb 05, 2026 |
| PFG Investments, LLC | History | Reduced | 29,594 | 2,579 | 0.12% | 0.15% | 443 | -2,398 | -7.5% | Q4 2025 | Jan 26, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 29,600 | 2,579 | 0.65% | 0.63% | 444 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 29,474 | 2,568 | 1.43% | 1.92% | 445 | -8,139 | -21.64% | Q4 2025 | Feb 17, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 29,427 | 2,564 | 1.17% | 1.26% | 446 | -440 | -1.47% | Q4 2025 | Jan 22, 2026 |
| Signature Wealth Management Group | History | Added to | 29,243 | 2,548 | 1.04% | 1.0% | 447 | +288 | 0.99% | Q4 2025 | Jan 15, 2026 |
| Erickson Financial Group, LLC | History | Reduced | 28,847 | 2,514 | 1.54% | 1.65% | 448 | -510 | -1.74% | Q4 2025 | Jan 21, 2026 |
| CADINHA & CO LLC | History | Reduced | 28,267 | 2,463 | 0.38% | 0.35% | 449 | -309 | -1.08% | Q4 2025 | Jan 28, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 28,249 | 2,462 | 0.2% | 0.2% | 450 | +2,205 | 8.47% | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 28,168 | 2,455 | 0.14% | 0.08% | 451 | +6,946 | 32.73% | Q4 2025 | Jan 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 27,854 | 2,427 | 0.01% | 0.01% | 452 | +6,985 | 33.47% | Q4 2025 | Feb 11, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 27,725 | 2,416 | 1.2% | 2.06% | 453 | -17,763 | -39.05% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 27,666 | 2,411 | 0.02% | 0.03% | 454 | -752 | -2.65% | Q4 2025 | Feb 17, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 27,659 | 2,410 | 0.32% | 0.46% | 455 | -8,952 | -24.45% | Q4 2025 | Jan 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 27,458 | 2,393 | 0.15% | 0.13% | 456 | +4,626 | 20.26% | Q4 2025 | Feb 18, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 27,299 | 2,379 | 0.33% | 0.35% | 457 | -46 | -0.17% | Q4 2025 | Jan 20, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 27,052 | 2,357 | 0.97% | 1.81% | 458 | -18,594 | -40.74% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 26,684 | 2,325 | 0.03% | 0.03% | 460 | -8,301 | -23.73% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 26,674 | 2,325 | 0.14% | 0.15% | 459 | +575 | 2.2% | Q4 2025 | Feb 13, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 26,537 | 2,312 | 1.19% | 0.98% | 461 | +7,092 | 36.47% | Q4 2025 | Feb 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 26,427 | 2,303 | 0.11% | 0.13% | 462 | +2,260 | 9.35% | Q4 2025 | Jan 28, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 26,310 | 2,293 | 1.44% | 1.67% | 463 | -2,120 | -7.46% | Q4 2025 | Feb 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 25,996 | 2,265 | 0.07% | 0.05% | 464 | +9,814 | 60.65% | Q4 2025 | Feb 13, 2026 |
| Apeiron RIA LLC | History | New | 25,964 | 2,258 | 0.46% | — | 465 | +25,964 | New | Q4 2025 | Feb 03, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 25,805 | 2,249 | 0.08% | 0.08% | 466 | -1,279 | -4.72% | Q4 2025 | Jan 30, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 25,696 | 2,239 | 0.38% | 0.38% | 467 | +851 | 3.43% | Q4 2025 | Feb 12, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Added to | 25,568 | 2,228 | 1.08% | 1.08% | 468 | +3,642 | 16.61% | Q4 2025 | Jan 26, 2026 |
| Archford Capital Strategies, LLC | History | New | 25,535 | 2,225 | 0.26% | — | 469 | +25,535 | New | Q4 2025 | Jan 15, 2026 |
| Trek Financial, LLC | History | Added to | 25,448 | 2,218 | 0.13% | 0.11% | 470 | +4,700 | 22.65% | Q4 2025 | Feb 04, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 25,361 | 2,210 | 0.02% | 0.15% | 471 | -124,188 | -83.04% | Q4 2025 | Feb 02, 2026 |
| Formidable Asset Management, LLC | History | Added to | 24,556 | 2,194 | 0.32% | 0.32% | 472 | +1,620 | 7.06% | Q4 2025 | Jan 16, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 25,030 | 2,181 | 0.08% | 0.09% | 473 | -5,427 | -17.82% | Q4 2025 | Feb 13, 2026 |
| Illumine Investment Management, LLC | History | Added to | 24,866 | 2,167 | 1.58% | 1.57% | 474 | +138 | 0.56% | Q4 2025 | Feb 09, 2026 |
| PFG Advisors | History | Added to | 24,437 | 2,129 | 0.1% | 0.06% | 475 | +8,951 | 57.8% | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 24,287 | 2,116 | 0.57% | 0.01% | 476 | +24,023 | 9099.62% | Q4 2025 | Feb 09, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 23,756 | 2,092 | 0.2% | 0.15% | 477 | +6,470 | 37.43% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 23,871 | 2,080 | 0.04% | 0.06% | 478 | -5,529 | -18.81% | Q4 2025 | Feb 03, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 23,748 | 2,069 | 0.29% | 0.22% | 479 | +7,816 | 49.06% | Q4 2025 | Jan 09, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 23,577 | 2,054 | 0.09% | 0.1% | 480 | -1,740 | -6.87% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Reduced | 23,262 | 2,027 | 0.07% | 0.07% | 481 | -888 | -3.68% | Q4 2025 | Jan 14, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 23,194 | 2,021 | 0.03% | 0.03% | 482 | +337 | 1.47% | Q4 2025 | Feb 11, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 23,151 | 2,017 | 1.47% | 1.84% | 483 | -5,614 | -19.52% | Q4 2025 | Feb 17, 2026 |
| ALETHEA CAPITAL MANAGEMENT, LLC | History | No change | 23,123 | 2,015 | 0.98% | 1.33% | 484 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 22,935 | 1,999 | 0.72% | 0.85% | 485 | -2,180 | -8.68% | Q4 2025 | Jan 28, 2026 |
| Capital Square, LLC | History | Added to | 22,876 | 1,993 | 1.02% | 0.56% | 486 | +10,642 | 86.99% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 22,835 | 1,990 | 0.04% | 0.04% | 487 | -399 | -1.72% | Q4 2025 | Feb 12, 2026 |
| Risk Paradigm Group, LLC | History | New | 22,659 | 1,974 | 1.9% | — | 488 | +22,659 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 22,658 | 1,974 | 0.19% | 0.15% | 489 | +6,345 | 38.9% | Q4 2025 | Feb 13, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 22,807 | 1,973 | 1.14% | 0.69% | 490 | -635 | -2.71% | Q4 2025 | Feb 10, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 22,625 | 1,972 | 0.24% | 0.26% | 491 | +392 | 1.76% | Q4 2025 | Jan 07, 2026 |
| Kovack Advisors, Inc. | History | Added to | 22,556 | 1,965 | 0.09% | 0.03% | 492 | +19,330 | 599.19% | Q4 2025 | Feb 17, 2026 |
| PMV Capital Advisers, LLC | History | Added to | 22,546 | 1,965 | 3.58% | 3.38% | 493 | +3,045 | 15.61% | Q4 2025 | Jan 08, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 22,444 | 1,956 | 1.16% | 1.18% | 494 | +2,753 | 13.98% | Q4 2025 | Feb 04, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 22,411 | 1,953 | 0.12% | 0.14% | 495 | -787 | -3.39% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 22,319 | 1,945 | 0.04% | 0.04% | 496 | +2,977 | 15.39% | Q4 2025 | Jan 14, 2026 |
| World Investment Advisors | History | Added to | 22,240 | 1,938 | 0.03% | 0.01% | 497 | +17,522 | 371.39% | Q4 2025 | Mar 12, 2026 |
| London & Capital Asset Management Ltd | History | New | 22,086 | 1,925 | 0.02% | — | 499 | +22,086 | New | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 32,092 | 1,925 | 0.06% | 0.07% | 498 | +4,711 | 17.21% | Q4 2025 | Jan 09, 2026 |
| Counterweight Ventures, LLC | History | Added to | 22,074 | 1,923 | 1.08% | 1.02% | 500 | +2,548 | 13.05% | Q4 2025 | Jan 15, 2026 |
| Savior LLC | History | Added to | 22,021 | 1,919 | 6.93% | 2.93% | 501 | +14,653 | 198.87% | Q4 2025 | Jan 15, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 21,913 | 1,909 | 0.16% | 0.17% | 502 | +495 | 2.31% | Q4 2025 | Jan 23, 2026 |
| Values First Advisors, Inc. | History | Added to | 21,856 | 1,904 | 0.99% | 1.0% | 504 | +945 | 4.52% | Q4 2025 | Jan 30, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 21,845 | 1,904 | 0.42% | 0.44% | 503 | -656 | -2.92% | Q4 2025 | Feb 13, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 21,559 | 1,879 | 0.61% | 1.13% | 505 | -12,662 | -37.0% | Q4 2025 | Jan 29, 2026 |
| MBA Advisors LLC | History | Reduced | 21,533 | 1,876 | 0.76% | 0.86% | 506 | -885 | -3.95% | Q4 2025 | Jan 21, 2026 |
| Signet Private Wealth LLC | History | New | 21,306 | 1,857 | 1.78% | — | 507 | +21,306 | New | Q4 2025 | Feb 11, 2026 |
| McAdam, LLC | History | Reduced | 21,262 | 1,853 | 0.08% | 0.1% | 508 | -1,082 | -4.84% | Q4 2025 | Feb 13, 2026 |
| Keel Point, LLC | History | Added to | 21,165 | 1,844 | 0.11% | 0.12% | 509 | +230 | 1.1% | Q4 2025 | Feb 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 21,019 | 1,831 | 0.41% | 0.45% | 510 | +115 | 0.55% | Q4 2025 | Jan 09, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 20,991 | 1,829 | 0.65% | 1.72% | 511 | -33,032 | -61.14% | Q4 2025 | Jan 14, 2026 |
| Tempo Wealth, LLC | History | New | 20,765 | 1,809 | 0.32% | — | 512 | +20,765 | New | Q4 2025 | Feb 25, 2026 |
| Lauer Wealth, LLC | History | Added to | 20,528 | 1,793 | 1.33% | 1.08% | 513 | +3,858 | 23.14% | Q4 2025 | Jan 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 20,568 | 1,792 | 0.09% | 0.12% | 514 | -7,001 | -25.39% | Q4 2025 | Jan 20, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 20,510 | 1,787 | 0.53% | 0.55% | 515 | +1,445 | 7.58% | Q4 2025 | Feb 11, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 20,475 | 1,784 | 1.52% | 1.59% | 516 | +600 | 3.02% | Q4 2025 | Jan 21, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 20,236 | 1,763 | 0.75% | 0.78% | 517 | -17 | -0.08% | Q4 2025 | Jan 22, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 20,052 | 1,747 | 0.06% | 0.01% | 518 | +16,347 | 441.21% | Q4 2025 | Jan 20, 2026 |
| BlueCrest Capital Management Ltd | History | Reduced | 20,000 | 1,743 | 0.05% | 4.48% | 519 | -8,000 | -28.57% | Q4 2025 | Feb 17, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | New | 19,906 | 1,735 | 0.24% | — | 520 | +19,906 | New | Q4 2025 | Jan 26, 2026 |
| Hunting Hill Global Capital, LLC | History | Reduced | 19,467 | 1,696 | 1.17% | 0.81% | 521 | -13,133 | -40.29% | Q4 2025 | Feb 17, 2026 |
| Regal Investment Advisors LLC | History | Added to | 19,135 | 1,667 | 0.1% | 0.05% | 522 | +9,906 | 107.34% | Q4 2025 | Feb 17, 2026 |
| Boltwood Capital Management | History | Added to | 19,064 | 1,661 | 0.43% | 0.42% | 523 | +1,479 | 8.41% | Q4 2025 | Jan 02, 2026 |
| AllGen Financial Advisors, Inc. | History | Reduced | 18,941 | 1,650 | 0.39% | 0.85% | 524 | -19,712 | -51.0% | Q4 2025 | Jan 22, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 18,921 | 1,649 | 0.25% | 0.24% | 525 | +6,702 | 54.85% | Q4 2025 | Feb 13, 2026 |
| Hirtle Callaghan & Co LLC | History | Added to | 18,783 | 1,637 | 0.06% | 0.05% | 526 | +1,383 | 7.95% | Q4 2025 | Feb 04, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 18,691 | 1,629 | 0.62% | 0.63% | 527 | -500 | -2.61% | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 18,608 | 1,621 | 0.19% | 0.05% | 528 | +13,870 | 292.74% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 18,505 | 1,612 | 0.01% | 0.01% | 529 | -6,569 | -26.2% | Q4 2025 | Feb 13, 2026 |
| Empirical Asset Management, LLC | History | Added to | 18,463 | 1,609 | 0.45% | 0.44% | 530 | +759 | 4.29% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 18,393 | 1,603 | 0.03% | 0.07% | 531 | -23,968 | -56.58% | Q4 2025 | Jan 22, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 18,328 | 1,601 | 0.35% | 0.43% | 532 | -3,091 | -14.43% | Q4 2025 | Feb 17, 2026 |
| Redwood Investment Management, LLC | History | New | 18,271 | 1,592 | 0.18% | — | 533 | +18,271 | New | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 18,191 | 1,585 | 0.03% | 0.05% | 534 | -7,631 | -29.55% | Q4 2025 | Feb 02, 2026 |
| American Alpha Advisors, LLC | History | Added to | 17,853 | 1,556 | 0.92% | 0.88% | 535 | +3,653 | 25.73% | Q4 2025 | Feb 17, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 17,784 | 1,550 | 0.08% | 0.09% | 536 | -177 | -0.99% | Q4 2025 | Jan 23, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 17,769 | 1,548 | 0.23% | 0.3% | 537 | -3,062 | -14.7% | Q4 2025 | Jan 08, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 17,707 | 1,543 | 0.06% | 0.06% | 538 | +7,091 | 66.8% | Q4 2025 | Feb 04, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 17,438 | 1,519 | 0.03% | 0.02% | 539 | +2,036 | 13.22% | Q4 2025 | Feb 05, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 17,416 | 1,517 | 0.11% | 0.12% | 540 | -274 | -1.55% | Q4 2025 | Feb 10, 2026 |
| Crabel Capital Management, LLC | History | Reduced | 17,373 | 1,514 | 1.14% | 1.43% | 541 | -518 | -2.9% | Q4 2025 | Feb 17, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 17,328 | 1,510 | 0.03% | 0.03% | 542 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 17,214 | 1,500 | 0.41% | 0.42% | 543 | -42 | -0.24% | Q4 2025 | Feb 09, 2026 |
| Belpointe Asset Management LLC | History | Added to | 17,154 | 1,495 | 0.05% | 0.06% | 544 | +671 | 4.07% | Q4 2025 | Jan 27, 2026 |
| Ascent Group, LLC | History | Reduced | 17,142 | 1,494 | 0.05% | 0.06% | 545 | -1,277 | -6.93% | Q4 2025 | Jan 20, 2026 |
| ORG Partners LLC | History | Added to | 17,131 | 1,493 | 0.26% | 0.27% | 546 | +13,872 | 425.65% | Q4 2025 | Jan 14, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 17,079 | 1,489 | 0.0% | — | 547 | +17,079 | New | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | Added to | 16,946 | 1,477 | 0.05% | 0.04% | 548 | +7,141 | 72.83% | Q4 2025 | Jan 20, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 16,860 | 1,469 | 0.11% | — | 549 | +16,860 | New | Q4 2025 | Feb 09, 2026 |
| VestGen Advisors, LLC | History | Added to | 16,837 | 1,467 | 0.06% | 0.05% | 550 | +1,237 | 7.93% | Q4 2025 | Feb 17, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 16,732 | 1,458 | 0.4% | 0.39% | 551 | +878 | 5.54% | Q4 2025 | Feb 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 16,720 | 1,457 | 0.05% | 0.05% | 552 | +3,398 | 25.51% | Q4 2025 | Feb 06, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 16,639 | 1,450 | 0.07% | 0.08% | 553 | +233 | 1.42% | Q4 2025 | Jan 14, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 16,556 | 1,443 | 0.04% | 0.01% | 554 | +14,281 | 627.74% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 16,461 | 1,434 | 0.19% | — | 555 | +16,461 | New | Q4 2025 | Feb 09, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 16,261 | 1,417 | 0.0% | 0.0% | 556 | +16,099 | 9937.65% | Q4 2025 | Feb 12, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 16,258 | 1,417 | 0.15% | 0.15% | 557 | +3,958 | 32.18% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 16,253 | 1,416 | 0.0% | 0.0% | 558 | -4,997 | -23.52% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 16,131 | 1,409 | 0.0% | 0.0% | 559 | +1,052 | 6.98% | Q4 2025 | Feb 05, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 16,135 | 1,406 | 2.08% | — | 560 | +16,135 | New | Q4 2025 | Feb 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 16,050 | 1,398 | 0.02% | — | 562 | +16,050 | New | Q4 2025 | Feb 13, 2026 |
| Roberts Financial Services LLC | History | Reduced | 16,047 | 1,398 | 0.44% | 0.47% | 561 | -173 | -1.07% | Q4 2025 | Jan 23, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 15,991 | 1,393 | 0.32% | 0.58% | 563 | -12,323 | -43.52% | Q4 2025 | Jan 16, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 15,697 | 1,368 | 0.13% | 0.08% | 564 | +9,083 | 137.33% | Q4 2025 | Jan 22, 2026 |
| Western Financial Corp/CA | History | Reduced | 15,533 | 1,353 | 0.54% | 0.61% | 565 | -112 | -0.72% | Q4 2025 | Jan 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 15,435 | 1,345 | 0.0% | — | 566 | +15,435 | New | Q4 2025 | Feb 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 15,413 | 1,343 | 0.42% | 0.51% | 568 | -1,892 | -10.93% | Q4 2025 | Feb 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 15,409 | 1,343 | 0.02% | 0.02% | 567 | -826 | -5.09% | Q4 2025 | Jan 21, 2026 |
| Capital Investment Counsel, Inc | History | Added to | 15,395 | 1,341 | 0.16% | 0.12% | 569 | +4,700 | 43.95% | Q4 2025 | Jan 23, 2026 |
| RD Finance Ltd | History | Reduced | 15,300 | 1,334 | 1.35% | 33.26% | 570 | -332,220 | -95.6% | Q4 2025 | Feb 03, 2026 |
| Morse Asset Management, Inc | History | Reduced | 15,093 | 1,315 | 0.26% | 0.31% | 571 | -2,200 | -12.72% | Q4 2025 | Feb 03, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 15,000 | 1,307 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DKM Wealth Management, Inc. | History | Reduced | 14,970 | 1,304 | 0.97% | 1.62% | 573 | -7,592 | -33.65% | Q4 2025 | Jan 12, 2026 |
| E&G Advisors, LP | History | Added to | 14,824 | 1,292 | 0.29% | 0.3% | 575 | +161 | 1.1% | Q4 2025 | Jan 23, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 14,830 | 1,292 | 0.04% | 0.04% | 574 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NVWM, LLC | History | Reduced | 14,700 | 1,281 | 0.28% | 0.3% | 576 | -191 | -1.28% | Q4 2025 | Jan 20, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 14,686 | 1,280 | 0.09% | 0.1% | 577 | -646 | -4.21% | Q4 2025 | Feb 06, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 14,638 | 1,275 | 0.16% | 0.19% | 578 | -848 | -5.48% | Q4 2025 | Feb 04, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 14,494 | 1,263 | 0.15% | 0.16% | 579 | -120 | -0.82% | Q4 2025 | Feb 03, 2026 |
| Arrow Investment Advisors, LLC | History | Reduced | 14,474 | 1,261 | 1.4% | 1.46% | 580 | -371 | -2.5% | Q4 2025 | Feb 09, 2026 |
| Matrix Trust Co | History | No change | 14,419 | 1,257 | 0.21% | 0.2% | 581 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Allworth Financial LP | History | New | 14,420 | 1,256 | 0.01% | — | 582 | +14,420 | New | Q4 2025 | Feb 05, 2026 |
| Security Financial Services, INC. | History | Added to | 14,151 | 1,233 | 0.19% | 0.13% | 583 | +5,387 | 61.47% | Q4 2025 | Jan 27, 2026 |
| United Advisor Group, LLC | History | Reduced | 14,061 | 1,225 | 0.15% | 0.24% | 584 | -5,793 | -29.18% | Q4 2025 | Jan 26, 2026 |
| Vise Technologies, Inc. | History | Added to | 13,912 | 1,212 | 0.02% | 0.04% | 585 | +716 | 5.43% | Q4 2025 | Feb 11, 2026 |
| Claro Advisors Inc. | History | Added to | 13,896 | 1,211 | 0.16% | 0.16% | 586 | +1,633 | 13.32% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 13,872 | 1,209 | 0.01% | 0.01% | 587 | -2,795 | -16.77% | Q4 2025 | Feb 13, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 13,725 | 1,203 | 0.32% | 0.15% | 588 | +7,742 | 129.4% | Q4 2025 | Jan 26, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 13,784 | 1,201 | 0.14% | 0.21% | 589 | +124 | 0.91% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 13,659 | 1,199 | 0.06% | 0.03% | 590 | +8,705 | 175.72% | Q4 2025 | Feb 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 13,470 | 1,174 | 0.05% | 0.04% | 591 | +3,244 | 31.72% | Q4 2025 | Feb 13, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 13,437 | 1,171 | 0.27% | 0.11% | 592 | +8,332 | 163.21% | Q4 2025 | Jan 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 13,319 | 1,170 | 0.08% | 0.13% | 593 | -6,123 | -31.49% | Q4 2025 | Jan 15, 2026 |
| Smart Money Group LLC | History | Reduced | 13,412 | 1,168 | 0.34% | 0.39% | 594 | -1,416 | -9.55% | Q4 2025 | Jan 30, 2026 |
| VestGen Investment Management | History | Reduced | 13,260 | 1,155 | 0.64% | 0.74% | 595 | -547 | -3.96% | Q4 2025 | Feb 18, 2026 |
| Helium Advisors LLC | History | Added to | 13,185 | 1,149 | 1.16% | 0.82% | 596 | +2,189 | 19.91% | Q4 2025 | Feb 12, 2026 |
| EFG International AG | History | New | 13,154 | 1,146 | 0.02% | — | 597 | +13,154 | New | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 13,063 | 1,138 | 0.08% | 0.08% | 598 | -258 | -1.94% | Q4 2025 | Feb 20, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 13,002 | 1,133 | 0.4% | 0.23% | 599 | +5,189 | 66.41% | Q4 2025 | Feb 03, 2026 |
| GDS Wealth Management | History | Reduced | 12,973 | 1,130 | 0.07% | 0.08% | 600 | -1,176 | -8.31% | Q4 2025 | Feb 02, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 12,930 | 1,127 | 0.03% | 0.01% | 602 | +9,618 | 290.4% | Q4 2025 | Feb 02, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 12,931 | 1,127 | 0.07% | 0.07% | 601 | +875 | 7.26% | Q4 2025 | Feb 03, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 12,881 | 1,122 | 1.12% | 1.2% | 603 | +414 | 3.32% | Q4 2025 | Feb 11, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 12,830 | 1,118 | 0.32% | 1.43% | 604 | -37,130 | -74.32% | Q4 2025 | Jan 16, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 12,739 | 1,110 | 0.16% | 0.16% | 605 | +1,428 | 12.62% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 12,586 | 1,096 | 0.0% | 0.0% | 606 | +785 | 6.65% | Q4 2025 | Feb 17, 2026 |
| TFB Advisors LLC | History | Added to | 12,567 | 1,095 | 0.31% | 0.33% | 607 | +255 | 2.07% | Q4 2025 | Feb 13, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 12,500 | 1,089 | 0.03% | 0.26% | 608 | -88,000 | -87.56% | Q4 2025 | Feb 17, 2026 |
| Alteri Wealth LLC | History | Added to | 12,352 | 1,076 | 0.35% | 0.38% | 609 | +17 | 0.14% | Q4 2025 | Feb 11, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 12,338 | 1,075 | 0.32% | 0.23% | 610 | +4,002 | 48.01% | Q4 2025 | Jan 12, 2026 |
| Ground Swell Capital, LLC | History | New | 12,175 | 1,061 | 2.18% | — | 611 | +12,175 | New | Q4 2025 | Feb 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,167 | 1,060 | 0.02% | 0.01% | 612 | +6,463 | 113.31% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 12,140 | 1,058 | 0.0% | 0.0% | 613 | +839 | 7.42% | Q4 2025 | Feb 17, 2026 |
| Summit Financial Consulting LLC | History | Reduced | 12,067 | 1,051 | 0.76% | 0.92% | 614 | -883 | -6.82% | Q4 2025 | Jan 23, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 12,022 | 1,047 | 0.2% | — | 615 | +12,022 | New | Q4 2025 | Jan 28, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 12,001 | 1,045 | 0.38% | 2.88% | 616 | -61,972 | -83.78% | Q4 2025 | Jan 08, 2026 |
| Intrua Financial, LLC | History | Reduced | 11,979 | 1,044 | 0.11% | 0.31% | 617 | -19,941 | -62.47% | Q4 2025 | Feb 05, 2026 |
| Procyon Advisors, LLC | History | New | 11,959 | 1,042 | 0.05% | — | 618 | +11,959 | New | Q4 2025 | Jan 07, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 11,900 | 1,037 | 0.0% | — | 619 | +11,900 | New | Q4 2025 | Feb 12, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 11,984 | 1,037 | 0.29% | 0.25% | 620 | +2,794 | 30.4% | Q4 2025 | Feb 09, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Reduced | 11,901 | 1,037 | 0.8% | 0.8% | 621 | -43 | -0.36% | Q4 2025 | Jan 23, 2026 |
| Keebeck Wealth Management | History | Added to | 11,838 | 1,031 | 0.12% | 0.09% | 622 | +3,609 | 43.86% | Q4 2025 | Feb 17, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 11,811 | 1,029 | 0.04% | 0.04% | 623 | +524 | 4.64% | Q4 2025 | Jan 14, 2026 |
| Brookwood Investment Group LLC | History | Added to | 11,766 | 1,025 | 0.12% | 0.13% | 625 | +505 | 4.48% | Q4 2025 | Jan 22, 2026 |
| Burford Brothers, Inc. | History | Reduced | 11,771 | 1,025 | 0.42% | 0.45% | 624 | -79 | -0.67% | Q4 2025 | Feb 05, 2026 |
| CDKV HOLDINGS LLC | History | New | 11,759 | 1,024 | 0.86% | — | 626 | +11,759 | New | Q4 2025 | Feb 17, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 11,715 | 1,021 | 0.57% | 0.68% | 627 | -1,442 | -10.96% | Q4 2025 | Jan 14, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 11,677 | 1,017 | 0.87% | — | 628 | +11,677 | New | Q4 2025 | Feb 09, 2026 |
| Cooper Financial Group | History | Added to | 11,653 | 1,015 | 0.11% | 0.03% | 629 | +8,542 | 274.57% | Q4 2025 | Jan 08, 2026 |
| WCG Wealth Advisors LLC | History | New | 11,551 | 1,006 | 0.03% | — | 630 | +11,551 | New | Q4 2025 | Feb 10, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 11,523 | 1,004 | 0.01% | 0.01% | 631 | -1,720 | -12.99% | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 11,283 | 983 | 0.0% | 0.0% | 632 | -1,259 | -10.04% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 11,275 | 982 | 0.01% | 0.01% | 633 | +631 | 5.93% | Q4 2025 | Feb 03, 2026 |
| CHOREO, LLC | History | Added to | 11,150 | 979 | 0.01% | 0.0% | 634 | +7,363 | 194.43% | Q4 2025 | Jan 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 11,209 | 976 | 0.0% | 0.0% | 635 | -1,726 | -13.34% | Q4 2025 | Jan 30, 2026 |
| M Holdings Securities, Inc. | History | New | 11,164 | 973 | 0.07% | — | 636 | +11,164 | New | Q4 2025 | Feb 11, 2026 |
| Moors & Cabot, Inc. | History | Added to | 11,174 | 973 | 0.04% | 0.04% | 637 | +294 | 2.7% | Q4 2025 | Feb 10, 2026 |
| Asempa Wealth Advisors | History | New | 11,144 | 971 | 0.84% | — | 638 | +11,144 | New | Q4 2025 | Jan 08, 2026 |
| Cresta Advisors, Ltd. | History | No change | 11,085 | 966 | 0.41% | 0.44% | 639 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Added to | 11,046 | 962 | 1.6% | 1.3% | 640 | +205 | 1.89% | Q4 2025 | Feb 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 10,956 | 954 | 0.1% | 0.1% | 641 | -51 | -0.46% | Q4 2025 | Jan 27, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 10,894 | 949 | 0.02% | 0.04% | 642 | -5,904 | -35.15% | Q4 2025 | Feb 17, 2026 |
| Able Wealth Management LLC | History | Added to | 10,894 | 949 | 0.3% | 0.36% | 643 | +208 | 1.95% | Q4 2025 | Jan 27, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 10,667 | 942 | 0.62% | 0.73% | 644 | -561 | -5.0% | Q4 2025 | Feb 11, 2026 |
| Omega Financial Group, LLC | History | Reduced | 10,796 | 940 | 0.31% | 0.35% | 645 | -1,011 | -8.56% | Q4 2025 | Jan 28, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 10,737 | 935 | 0.09% | 0.09% | 646 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Added to | 10,447 | 910 | 0.04% | 0.01% | 647 | +6,856 | 190.92% | Q4 2025 | Feb 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 10,432 | 909 | 0.39% | 0.41% | 648 | -386 | -3.57% | Q4 2025 | Jan 30, 2026 |
| Continuum Advisory, LLC | History | Reduced | 10,393 | 905 | 0.09% | 0.11% | 649 | -1,664 | -13.8% | Q4 2025 | Feb 11, 2026 |
| True North Advisors, LLC | History | Added to | 10,360 | 903 | 0.12% | 0.13% | 650 | +1,303 | 14.39% | Q4 2025 | Jan 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 10,344 | 901 | 0.03% | 0.03% | 651 | +756 | 7.88% | Q4 2025 | Feb 12, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 10,294 | 897 | 0.13% | 0.13% | 652 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 10,272 | 895 | 0.07% | 0.08% | 653 | -1,060 | -9.35% | Q4 2025 | Jan 28, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 10,000 | 871 | 0.01% | 0.01% | 654 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Slagle Financial, LLC | History | Added to | 9,961 | 868 | 0.3% | 0.24% | 655 | +2,536 | 34.15% | Q4 2025 | Jan 26, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 9,631 | 845 | 0.09% | 0.09% | 656 | +300 | 3.22% | Q4 2025 | Jan 12, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 9,518 | 840 | 0.34% | 0.3% | 657 | +1,916 | 25.2% | Q4 2025 | Feb 11, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 9,508 | 828 | 0.18% | 0.32% | 658 | -5,915 | -38.35% | Q4 2025 | Feb 02, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 9,465 | 824 | 0.54% | 0.41% | 659 | +2,670 | 39.29% | Q4 2025 | Feb 17, 2026 |
| High Falls Advisors, Inc | History | Added to | 9,399 | 819 | 0.17% | 0.05% | 660 | +6,523 | 226.81% | Q4 2025 | Feb 18, 2026 |
| Realta Investment Advisors | History | Added to | 9,380 | 817 | 0.27% | 0.21% | 661 | +2,203 | 30.7% | Q4 2025 | Jan 20, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 9,368 | 816 | 0.01% | 0.0% | 662 | +9,086 | 3221.99% | Q4 2025 | Feb 13, 2026 |
| Kelly Financial Services LLC | History | Added to | 9,260 | 807 | 0.2% | 0.08% | 664 | +5,610 | 153.7% | Q4 2025 | Jan 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 9,259 | 807 | 0.05% | 0.06% | 663 | -630 | -6.37% | Q4 2025 | Jan 23, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 9,249 | 806 | 0.29% | 0.37% | 665 | -1,194 | -11.43% | Q4 2025 | Feb 11, 2026 |
| Patten Group, Inc. | History | New | 9,213 | 803 | 0.15% | — | 666 | +9,213 | New | Q4 2025 | Jan 23, 2026 |
| SUN LIFE FINANCIAL INC | History | No change | 9,150 | 798 | 0.04% | 0.04% | 667 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Independence Wealth Advisors, LLC | History | New | 9,137 | 796 | 0.45% | — | 668 | +9,137 | New | Q4 2025 | Jan 09, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 9,108 | 793 | 0.21% | 0.14% | 669 | +3,070 | 50.84% | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | Added to | 8,908 | 776 | 0.19% | 0.2% | 670 | +329 | 3.83% | Q4 2025 | Jan 29, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 8,855 | 771 | 0.24% | 0.27% | 671 | -192 | -2.12% | Q4 2025 | Feb 03, 2026 |
| One Capital Management, LLC | History | New | 8,805 | 767 | 0.02% | — | 672 | +8,805 | New | Q4 2025 | Feb 10, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 8,746 | 762 | 0.33% | 0.35% | 673 | -61 | -0.69% | Q4 2025 | Jan 14, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 8,673 | 756 | 0.4% | 0.43% | 674 | -369 | -4.08% | Q4 2025 | Feb 17, 2026 |
| Detalus Advisors, LLC | History | Added to | 8,641 | 753 | 0.18% | 0.18% | 675 | +886 | 11.42% | Q4 2025 | Feb 03, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | Reduced | 8,575 | 752 | 0.52% | 0.52% | 676 | -249 | -2.82% | Q4 2025 | Jan 20, 2026 |
| Leisure Capital Management | History | Reduced | 8,575 | 747 | 0.25% | 0.29% | 677 | -813 | -8.66% | Q4 2025 | Jan 27, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,533 | 743 | 0.01% | 0.01% | 678 | -2,558 | -23.06% | Q4 2025 | Jan 26, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 8,469 | 738 | 1.39% | — | 679 | +8,469 | New | Q4 2025 | Feb 18, 2026 |
| NWAM LLC | History | Added to | 8,260 | 729 | 0.04% | 0.04% | 681 | +1,114 | 15.59% | Q4 2025 | Feb 04, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 8,370 | 729 | 0.24% | 0.26% | 680 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 8,354 | 728 | 0.11% | 0.06% | 682 | +5,404 | 183.19% | Q4 2025 | Feb 03, 2026 |
| Pathstone Holdings, LLC | History | New | 19,745 | 727 | 0.0% | — | 683 | +19,745 | New | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 8,313 | 724 | 0.0% | 0.0% | 684 | -2,649 | -24.17% | Q4 2025 | Feb 13, 2026 |
| BCI SECURITIES, INC. | History | New | 8,305 | 723 | 6.24% | — | 685 | +8,305 | New | Q4 2025 | Feb 17, 2026 |
| Stirlingshire Investments, Inc. | History | New | 7,971 | 694 | 0.62% | — | 686 | +7,971 | New | Q4 2025 | Feb 11, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 7,961 | 693 | 0.5% | — | 687 | +7,961 | New | Q4 2025 | Jan 30, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 7,946 | 692 | 0.36% | — | 688 | +7,946 | New | Q4 2025 | Feb 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 7,925 | 690 | 0.02% | 0.02% | 689 | -2,077 | -20.77% | Q4 2025 | Feb 09, 2026 |
| Gotham Asset Management, LLC | History | Added to | 7,918 | 690 | 0.0% | 0.0% | 690 | +2,051 | 34.96% | Q4 2025 | Feb 17, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 7,926 | 690 | 0.16% | 0.18% | 691 | -333 | -4.03% | Q4 2025 | Feb 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 7,892 | 687 | 0.02% | 0.04% | 692 | -3,889 | -33.01% | Q4 2025 | Jan 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 7,892 | 687 | 0.02% | 0.01% | 693 | +1,683 | 27.11% | Q4 2025 | Jan 29, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 7,843 | 683 | 0.21% | 0.22% | 694 | -42 | -0.53% | Q4 2025 | Jan 28, 2026 |
| FAIRFIELD, BUSH & CO. | History | Reduced | 7,769 | 677 | 0.36% | 0.4% | 695 | -949 | -10.89% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 7,685 | 676 | 0.03% | — | 696 | +7,685 | New | Q4 2025 | Feb 12, 2026 |
| J2 Capital Management Inc | History | Added to | 7,720 | 672 | 0.49% | 0.49% | 697 | +374 | 5.09% | Q4 2025 | Jan 20, 2026 |
| MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV | History | New | 7,649 | 666 | 0.54% | — | 698 | +7,649 | New | Q4 2025 | Jan 22, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 7,639 | 665 | 0.04% | 0.04% | 699 | +29 | 0.38% | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 7,623 | 664 | 0.19% | 0.11% | 700 | +3,695 | 94.07% | Q4 2025 | Feb 05, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 7,600 | 662 | 0.01% | 0.01% | 701 | -1,466 | -16.17% | Q4 2025 | Jan 28, 2026 |
| Golden State Equity Partners | History | Reduced | 7,581 | 660 | 0.11% | 0.17% | 702 | -4,018 | -34.64% | Q4 2025 | Jan 29, 2026 |
| Arkos Global Advisors | History | No change | 7,542 | 657 | 0.08% | 0.09% | 703 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 7,499 | 653 | 0.06% | 0.03% | 704 | +3,711 | 97.97% | Q4 2025 | Jan 26, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 7,493 | 653 | 0.02% | 0.02% | 705 | +185 | 2.53% | Q4 2025 | Feb 12, 2026 |
| VICUS CAPITAL | History | New | 7,193 | 626 | 0.05% | — | 706 | +7,193 | New | Q4 2025 | Jan 22, 2026 |
| Lifetime Wealth Management P.C. | History | New | 7,116 | 620 | 0.39% | — | 707 | +7,116 | New | Q4 2025 | Mar 25, 2026 |
| HEADINVEST, LLC | History | Reduced | 7,110 | 619 | 0.12% | 0.15% | 708 | -992 | -12.24% | Q4 2025 | Feb 02, 2026 |
| SAGE ADVISORS, LLC | History | New | 7,061 | 615 | 0.41% | — | 709 | +7,061 | New | Q4 2025 | Jan 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 6,999 | 610 | 0.02% | 0.03% | 710 | -1,264 | -15.3% | Q4 2025 | Feb 02, 2026 |
| Carr Financial Group Corp | History | No change | 7,000 | 610 | 0.16% | 0.17% | 711 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,974 | 607 | 0.0% | — | 713 | +6,974 | New | Q4 2025 | Feb 18, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | New | 6,966 | 607 | 0.05% | — | 712 | +6,966 | New | Q4 2025 | Feb 13, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 6,936 | 604 | 0.08% | 0.09% | 714 | -610 | -8.08% | Q4 2025 | Jan 21, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 6,882 | 599 | 0.07% | 0.06% | 715 | +1,758 | 34.31% | Q4 2025 | Jan 13, 2026 |
| Midwest Trust Co | History | Reduced | 6,868 | 598 | 0.01% | 0.01% | 716 | -177 | -2.51% | Q4 2025 | Feb 04, 2026 |
| Aurelius Family Office LLC | History | Reduced | 6,835 | 597 | 0.26% | 0.28% | 717 | -217 | -3.08% | Q4 2025 | Jan 09, 2026 |
| OPAL CAPITAL LLC | History | New | 4,834 | 592 | 0.15% | — | 718 | +4,834 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 6,774 | 590 | 0.12% | 0.11% | 719 | -650 | -8.76% | Q4 2025 | Mar 03, 2026 |
| SYNTAX RESEARCH, INC. | History | Reduced | 6,703 | 584 | 0.36% | 1.51% | 720 | -19,575 | -74.49% | Q4 2025 | Feb 02, 2026 |
| Dentgroup LLC | History | Added to | 6,685 | 582 | 0.4% | 0.38% | 721 | +77 | 1.17% | Q4 2025 | Jan 28, 2026 |
| Caldwell Trust Co | History | Added to | 6,627 | 577 | 0.05% | 0.0% | 723 | +6,045 | 1038.66% | Q4 2025 | Jan 30, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 6,627 | 577 | 0.07% | 0.12% | 722 | -2,653 | -28.59% | Q4 2025 | Jan 15, 2026 |
| Biltmore Family Office, LLC | History | No change | 6,593 | 574 | 0.08% | 0.08% | 724 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Solstein Capital, LLC | History | Added to | 6,563 | 572 | 0.23% | 0.0% | 725 | +6,373 | 3354.21% | Q4 2025 | Feb 13, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 6,534 | 569 | 0.33% | 0.41% | 726 | -1,533 | -19.0% | Q4 2025 | Feb 17, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 6,465 | 563 | 0.17% | 0.17% | 727 | +156 | 2.47% | Q4 2025 | Feb 04, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 6,406 | 558 | 0.23% | 0.27% | 728 | -228 | -3.44% | Q4 2025 | Jan 21, 2026 |
| Global View Capital Management LLC | History | Added to | 6,400 | 557 | 0.1% | 0.1% | 729 | +1,023 | 19.03% | Q4 2025 | Jan 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 6,323 | 551 | 0.13% | 0.14% | 730 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| LCNB CORP | History | No change | 6,250 | 544 | 0.18% | 0.2% | 731 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 6,210 | 541 | 0.22% | 1.19% | 732 | -25,765 | -80.58% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,201 | 540 | 0.01% | 0.02% | 733 | -7,566 | -54.96% | Q4 2025 | Feb 12, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 6,200 | 540 | 0.25% | — | 735 | +6,200 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | History | Added to | 6,202 | 540 | 0.46% | 0.44% | 734 | +679 | 12.29% | Q4 2025 | Jan 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 6,182 | 538 | 0.02% | 0.03% | 736 | -713 | -10.34% | Q4 2025 | Feb 17, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 6,162 | 537 | 0.29% | 0.41% | 737 | -2,542 | -29.2% | Q4 2025 | Jan 28, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 6,152 | 536 | 0.03% | 0.03% | 738 | -471 | -7.11% | Q4 2025 | Jan 29, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 6,100 | 535 | 0.0% | — | 739 | +6,100 | New | Q4 2025 | Feb 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 6,136 | 534 | 0.08% | 0.1% | 740 | -63 | -1.02% | Q4 2025 | Jan 22, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 6,097 | 531 | 0.14% | 0.08% | 741 | +2,701 | 79.53% | Q4 2025 | Jan 07, 2026 |
| North Forty Two & Co. | History | Reduced | 6,067 | 528 | 0.5% | 0.53% | 742 | -25 | -0.41% | Q4 2025 | Feb 09, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 6,006 | 523 | 0.01% | 0.01% | 743 | +485 | 8.78% | Q4 2025 | Feb 18, 2026 |
| NKCFO LLC | History | No change | 6,000 | 523 | 0.15% | 0.16% | 744 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 5,997 | 522 | 0.26% | 0.34% | 747 | -1,616 | -21.23% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Services | History | Reduced | 5,998 | 522 | 0.16% | 0.18% | 746 | -353 | -5.56% | Q4 2025 | Feb 12, 2026 |
| Accretive Wealth Partners, LLC | History | Reduced | 5,998 | 522 | 0.15% | 0.17% | 745 | -266 | -4.25% | Q4 2025 | Jan 28, 2026 |
| MY Wealth Management Inc. | History | Reduced | 5,967 | 520 | 0.45% | 0.52% | 748 | -669 | -10.08% | Q4 2025 | Feb 10, 2026 |
| Symmetry Partners, LLC | History | New | 5,940 | 517 | 0.03% | — | 749 | +5,940 | New | Q4 2025 | Jan 27, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 5,921 | 516 | 0.02% | 0.03% | 750 | -2,055 | -25.76% | Q4 2025 | Jan 12, 2026 |
| Keystone Financial Group | History | Reduced | 5,902 | 514 | 0.04% | 0.05% | 751 | -1,046 | -15.05% | Q4 2025 | Feb 06, 2026 |
| GK Wealth Management LLC | History | Added to | 5,882 | 512 | 0.34% | 0.37% | 752 | +259 | 4.61% | Q4 2025 | Jan 05, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 5,814 | 506 | 0.25% | 0.3% | 754 | +1,072 | 22.61% | Q4 2025 | Feb 12, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 5,808 | 506 | 0.07% | 0.08% | 753 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 5,794 | 505 | 0.02% | 0.02% | 755 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 5,773 | 503 | 0.2% | 0.24% | 756 | -839 | -12.69% | Q4 2025 | Jan 15, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 5,757 | 501 | 0.07% | 0.06% | 757 | +668 | 13.13% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Reduced | 5,740 | 500 | 0.0% | 0.0% | 758 | -2,872 | -33.35% | Q4 2025 | Feb 13, 2026 |
| Westshore Wealth, LLC | History | Reduced | 5,748 | 500 | 0.17% | 0.22% | 759 | -1,598 | -21.75% | Q4 2025 | Feb 25, 2026 |
| Dedeker Financial LLC | History | New | 5,722 | 498 | 0.45% | — | 760 | +5,722 | New | Q4 2025 | Mar 31, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 5,644 | 491 | 0.04% | 0.05% | 761 | -442 | -7.26% | Q4 2025 | Feb 09, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 5,633 | 490 | 0.01% | 0.01% | 762 | -2,023 | -26.42% | Q4 2025 | Feb 12, 2026 |
| IFG Advisory, LLC | History | Added to | 5,628 | 490 | 0.02% | 0.02% | 763 | +153 | 2.79% | Q4 2025 | Feb 10, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 5,562 | 484 | 0.15% | 0.16% | 764 | -21 | -0.38% | Q4 2025 | Jan 26, 2026 |
| Vantage Point Financial LLC | History | New | 5,552 | 483 | 0.17% | — | 765 | +5,552 | New | Q4 2025 | Feb 02, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 5,456 | 479 | 0.47% | — | 767 | +5,456 | New | Q4 2025 | Feb 17, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 5,502 | 479 | 0.28% | 0.47% | 768 | -3,604 | -39.58% | Q4 2025 | Jan 21, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 5,500 | 479 | 0.08% | 0.06% | 766 | +1,500 | 37.5% | Q4 2025 | Jan 12, 2026 |
| Osbon Capital Management LLC | History | New | 5,482 | 477 | 0.45% | — | 769 | +5,482 | New | Q4 2025 | Mar 16, 2026 |
| Aprio Wealth Management, LLC | History | New | 5,420 | 472 | 0.03% | — | 770 | +5,420 | New | Q4 2025 | Jan 29, 2026 |
| REGIONS FINANCIAL CORP | History | New | 5,413 | 471 | 0.0% | — | 771 | +5,413 | New | Q4 2025 | Jan 27, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 5,342 | 465 | 0.08% | — | 772 | +5,342 | New | Q4 2025 | Feb 18, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 5,322 | 463 | 0.04% | 0.05% | 773 | -998 | -15.79% | Q4 2025 | Jan 13, 2026 |
| Dorsey Wright & Associates | History | Reduced | 5,303 | 462 | 0.1% | 0.12% | 774 | -507 | -8.73% | Q4 2025 | Feb 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 5,295 | 461 | 0.03% | 0.02% | 775 | +976 | 22.6% | Q4 2025 | Feb 04, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 5,292 | 461 | 0.18% | 0.13% | 776 | +338 | 6.82% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 5,251 | 457 | 0.0% | 0.0% | 777 | -520 | -9.01% | Q4 2025 | Feb 13, 2026 |
| Second Half Financial Partners, LLC | History | Reduced | 5,234 | 456 | 0.2% | 0.29% | 778 | -2,034 | -27.99% | Q4 2025 | Jan 26, 2026 |
| University of Illinois Foundation | History | No change | 5,161 | 449 | 0.15% | 0.16% | 779 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Genesee Capital Advisors, LLC | History | New | 5,143 | 448 | 0.18% | — | 780 | +5,143 | New | Q4 2025 | Jan 16, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 5,148 | 448 | 0.05% | 0.08% | 781 | -1,636 | -24.12% | Q4 2025 | Jan 26, 2026 |
| Concorde Asset Management, LLC | History | Added to | 5,130 | 447 | 0.18% | 0.19% | 782 | +17 | 0.33% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 5,095 | 444 | 0.07% | 0.1% | 783 | -1,735 | -25.4% | Q4 2025 | Jan 23, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 5,065 | 441 | 0.19% | — | 784 | +5,065 | New | Q4 2025 | Jan 21, 2026 |
| Maia Wealth LLC | History | Reduced | 4,951 | 441 | 0.08% | 0.1% | 786 | -1,806 | -26.73% | Q4 2025 | Feb 17, 2026 |
| 5T Wealth, LLC | History | Added to | 5,069 | 441 | 0.18% | 0.18% | 787 | +430 | 9.27% | Q4 2025 | Jan 27, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 5,071 | 441 | 0.15% | 0.17% | 785 | -20 | -0.39% | Q4 2025 | Feb 13, 2026 |
| RIA Advisory Group LLC | History | Added to | 5,042 | 439 | 0.11% | 0.07% | 789 | +2,003 | 65.91% | Q4 2025 | Feb 02, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 5,045 | 439 | 0.06% | 0.06% | 788 | -155 | -2.98% | Q4 2025 | Feb 10, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 5,010 | 436 | 0.03% | 0.04% | 790 | -2,332 | -31.76% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 5,154 | 434 | 0.01% | 0.01% | 791 | -58 | -1.11% | Q4 2025 | Feb 11, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 5,001 | 432 | 0.29% | — | 792 | +5,001 | New | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 4,953 | 431 | 0.03% | — | 793 | +4,953 | New | Q4 2025 | Feb 03, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 4,940 | 430 | 0.03% | 0.18% | 794 | -23,710 | -82.76% | Q4 2025 | Jan 23, 2026 |
| Summit Global Investments | History | Reduced | 4,923 | 429 | 0.03% | 0.04% | 795 | -2,373 | -32.52% | Q4 2025 | Feb 18, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 4,876 | 424 | 0.02% | — | 796 | +4,876 | New | Q4 2025 | Feb 10, 2026 |
| GWN SECURITIES INC. | History | Reduced | 4,857 | 423 | 0.09% | 0.12% | 797 | -1,090 | -18.33% | Q4 2025 | Feb 11, 2026 |
| BOSTON FAMILY OFFICE LLC | History | New | 4,820 | 420 | 0.03% | — | 798 | +4,820 | New | Q4 2025 | Feb 13, 2026 |
| Stokes Family Office, LLC | History | Added to | 4,824 | 420 | 0.04% | 0.03% | 799 | +1,318 | 37.59% | Q4 2025 | Feb 18, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 4,815 | 419 | 0.03% | 0.03% | 800 | -62 | -1.27% | Q4 2025 | Jan 07, 2026 |