iSHARES TRUST - USIG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 50,586,862 | 2,618,881 | 0.19% | 0.17% | 1 | +2,129,317 | 4.39% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 25,593,092 | 1,327,404 | 3.18% | 3.11% | 2 | +1,002,085 | 4.08% | Q4 2025 | Feb 11, 2026 |
| Empower Advisory Group, LLC | History | Added to | 18,917,043 | 979,335 | 2.64% | 2.54% | 3 | +1,366,555 | 7.79% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 15,966,674 | 820,084 | 0.19% | 0.13% | 4 | +4,458,210 | 38.74% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,966,966 | 515,989 | 0.69% | 0.66% | 5 | +567,269 | 6.03% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Added to | 9,664,321 | 500,321 | 1.02% | 1.06% | 6 | +193,297 | 2.04% | Q4 2025 | Jan 23, 2026 |
| BlackRock, Inc. | History | Added to | 7,952,604 | 411,706 | 0.01% | 0.01% | 7 | +120,922 | 1.54% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,837,404 | 405,742 | 0.12% | 0.11% | 8 | +635,743 | 8.83% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,720,643 | 347,927 | 0.31% | 0.23% | 9 | +1,928,945 | 40.26% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 5,786,068 | 299,544 | 1.23% | — | 10 | +5,786,068 | New | Q4 2025 | Feb 05, 2026 |
| North Dakota State Investment Board | History | New | 5,241,476 | 271,351 | 10.1% | — | 11 | +5,241,476 | New | Q4 2025 | Feb 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 4,934,275 | 255,447 | 0.06% | 0.06% | 12 | +128,050 | 2.66% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 4,048,359 | 209,583 | 0.03% | 0.03% | 13 | +86,972 | 2.2% | Q4 2025 | Jan 29, 2026 |
| SEI INVESTMENTS CO | History | Added to | 3,178,746 | 164,562 | 0.16% | 0.17% | 14 | +93,739 | 3.04% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 3,151,959 | 163,176 | 0.03% | — | 15 | +3,151,959 | New | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,953,621 | 152,908 | 1.88% | 1.98% | 16 | +24,497 | 0.84% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 2,819,083 | 145,943 | 0.04% | 0.04% | 17 | +261,417 | 10.22% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 2,755,600 | 142,657 | 0.01% | 0.01% | 18 | -110,892 | -3.87% | Q4 2025 | Feb 13, 2026 |
| 1832 Asset Management L.P. | History | Added to | 2,378,706 | 123,145 | 0.09% | 0.1% | 19 | +36,696 | 1.57% | Q4 2025 | Feb 13, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 2,370,070 | 122,698 | 0.34% | 0.37% | 20 | -60,865 | -2.5% | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,894,110 | 98,058 | 0.03% | 0.01% | 21 | +1,244,378 | 191.52% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,857,698 | 96,173 | 0.02% | 0.02% | 22 | +70,862 | 3.97% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,568,962 | 81,225 | 0.01% | 0.01% | 23 | +115,328 | 7.93% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,527,919 | 79,100 | 2.88% | 2.82% | 24 | +95,477 | 6.67% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,449,857 | 75,059 | 0.0% | 0.0% | 25 | +27,651 | 1.94% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,442,085 | 74,656 | 0.52% | 0.04% | 26 | +1,358,709 | 1629.62% | Q4 2025 | Feb 18, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,322,577 | 68,469 | 0.55% | 0.59% | 27 | +87,074 | 7.05% | Q4 2025 | Jan 26, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 1,195,107 | 61,870 | 11.66% | 11.96% | 28 | +27,821 | 2.38% | Q4 2025 | Feb 02, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,014,699 | 52,530 | 1.28% | 1.32% | 29 | +75,866 | 8.08% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Added to | 977,141 | 50,586 | 0.06% | 0.06% | 30 | +46,623 | 5.01% | Q4 2025 | Feb 17, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 826,093 | 42,915 | 4.12% | 4.4% | 31 | -46,388 | -5.32% | Q4 2025 | Feb 13, 2026 |
| Americana Partners, LLC | History | Reduced | 811,715 | 42,022 | 1.15% | 1.32% | 32 | -26,899 | -3.21% | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | Reduced | 763,100 | 39,505 | 2.18% | 2.46% | 33 | -6,637 | -0.86% | Q4 2025 | Feb 11, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 650,115 | 33,656 | 0.56% | 0.48% | 34 | +112,916 | 21.02% | Q4 2025 | Feb 03, 2026 |
| Trilogy Capital Inc. | History | Reduced | 648,648 | 33,580 | 1.5% | 2.87% | 35 | -539,325 | -45.4% | Q4 2025 | Jan 22, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 645,598 | 33,422 | 2.11% | 2.16% | 36 | +5,957 | 0.93% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 580,139 | 30,033 | 0.06% | 0.06% | 37 | +12,183 | 2.15% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 572,355 | 29,630 | 0.08% | 0.09% | 38 | -3,785 | -0.66% | Q4 2025 | Jan 26, 2026 |
| New Jersey Better Educational Savings Trust | History | No change | 533,204 | 27,603 | 46.99% | 47.2% | 39 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Santa Clara Valley Transportation Authority | History | No change | 481,977 | 24,951 | 20.97% | 21.1% | 40 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 439,717 | 22,764 | 0.86% | 0.5% | 41 | +79,700 | 22.14% | Q4 2025 | Feb 04, 2026 |
| Blue Edge Capital, LLC | History | Added to | 411,854 | 21,321 | 2.85% | 2.82% | 42 | +31,943 | 8.41% | Q4 2025 | Feb 12, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 409,399 | 21,194 | 0.82% | 0.83% | 43 | +10,817 | 2.71% | Q4 2025 | Jan 29, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 406,386 | 21,038 | 0.21% | 0.22% | 44 | +2,390 | 0.59% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 399,293 | 20,671 | 0.0% | — | 45 | +399,293 | New | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 365,936 | 18,944 | 0.63% | 0.62% | 46 | +41,447 | 12.77% | Q4 2025 | Jan 14, 2026 |
| Cosner Financial Group, LLC | History | Added to | 358,581 | 18,563 | 9.47% | 9.76% | 47 | +11,067 | 3.18% | Q4 2025 | Jan 30, 2026 |
| Advisors Capital Management, LLC | History | Added to | 354,643 | 18,359 | 0.22% | 0.21% | 48 | +25,013 | 7.59% | Q4 2025 | Jan 29, 2026 |
| Betterment LLC | History | Added to | 346,088 | 17,917 | 0.03% | 0.03% | 49 | +53,788 | 18.4% | Q4 2025 | Feb 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 338,490 | 17,523 | 0.23% | 0.26% | 50 | -58,309 | -14.69% | Q4 2025 | Feb 03, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 322,520 | 16,696 | 0.14% | 0.13% | 51 | +30,048 | 10.27% | Q4 2025 | Feb 05, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 295,969 | 15,322 | 0.86% | 0.92% | 52 | -39,907 | -11.88% | Q4 2025 | Feb 06, 2026 |
| Shelter Mutual Insurance Co | History | Added to | 273,990 | 14,181 | 3.16% | 3.17% | 53 | +3,130 | 1.16% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 272,846 | 14,125 | 0.0% | 0.0% | 54 | -81,937 | -23.09% | Q4 2025 | Mar 25, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 266,297 | 13,786 | 0.08% | 0.08% | 55 | +9,479 | 3.69% | Q4 2025 | Feb 12, 2026 |
| Destination Wealth Management | History | Added to | 265,622 | 13,751 | 0.36% | 0.36% | 56 | +12,580 | 4.97% | Q4 2025 | Feb 13, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 262,371 | 13,582 | 0.01% | 0.01% | 57 | +88,934 | 51.28% | Q4 2025 | Feb 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 248,828 | 12,881 | 0.23% | 0.26% | 58 | +1,056 | 0.43% | Q4 2025 | Feb 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 245,962 | 12,733 | 0.33% | 0.38% | 59 | +7,806 | 3.28% | Q4 2025 | Feb 02, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 243,587 | 12,642 | 0.4% | 0.42% | 60 | +4,848 | 2.03% | Q4 2025 | Jan 23, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 240,197 | 12,483 | 0.58% | 0.55% | 61 | +57,199 | 31.26% | Q4 2025 | Feb 03, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 233,947 | 12,123 | 1.05% | 1.03% | 62 | +233,121 | 28222.88% | Q4 2025 | Feb 17, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 220,467 | 11,413 | 2.08% | 2.13% | 63 | -349 | -0.16% | Q4 2025 | Feb 09, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 216,333 | 11,199 | 1.45% | 1.57% | 64 | -17,068 | -7.31% | Q4 2025 | Jan 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 211,508 | 10,950 | 0.02% | 0.05% | 65 | -414,079 | -66.19% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Added to | 188,950 | 9,781 | 0.27% | 0.27% | 66 | +5,624 | 3.07% | Q4 2025 | Jan 30, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 181,249 | 9,383 | 2.84% | 2.75% | 67 | +6,514 | 3.73% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 180,133 | 9,325 | 0.02% | 0.02% | 68 | +6,004 | 3.45% | Q4 2025 | Mar 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 178,627 | 9,267 | 0.01% | 0.01% | 69 | +11,077 | 6.61% | Q4 2025 | Jan 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 176,704 | 9,147 | 0.01% | 0.01% | 70 | +53,898 | 43.89% | Q4 2025 | Feb 13, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 175,018 | 9,060 | 5.22% | — | 72 | +175,018 | New | Q4 2025 | Jan 21, 2026 |
| Trivant Custom Portfolio Group, LLC | History | Reduced | 175,018 | 9,060 | 5.22% | 4.76% | 71 | -2,289 | -1.29% | Q4 2025 | Jan 21, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 172,998 | 8,956 | 0.0% | 0.0% | 73 | +81,383 | 88.83% | Q4 2025 | Mar 20, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 151,898 | 7,863 | 3.42% | 3.46% | 74 | +3,421 | 2.3% | Q4 2025 | Jan 16, 2026 |
| Simplicity Wealth,LLC | History | Added to | 150,342 | 7,783 | 0.46% | 0.38% | 75 | +24,374 | 19.35% | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 138,415 | 7,165 | 0.01% | 0.01% | 76 | +27,620 | 24.93% | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 137,908 | 7,139 | 0.09% | 0.11% | 77 | -19,342 | -12.3% | Q4 2025 | Jan 22, 2026 |
| Kensington Asset Management, LLC | History | New | 129,603 | 6,730 | 0.35% | — | 78 | +129,603 | New | Q4 2025 | Feb 13, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 128,136 | 6,633 | 0.77% | 0.56% | 79 | +37,267 | 41.01% | Q4 2025 | Jan 15, 2026 |
| Vontobel Holding Ltd. | History | No change | 125,000 | 6,471 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 123,582 | 6,397 | 0.03% | 0.02% | 81 | -838 | -0.67% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Added to | 115,398 | 5,974 | 0.02% | 0.02% | 82 | +13,162 | 12.87% | Q4 2025 | Jan 26, 2026 |
| Napier Financial, LLC | History | New | 113,433 | 5,872 | 1.47% | — | 83 | +113,433 | New | Q4 2025 | Feb 11, 2026 |
| Columbus Macro, LLC | History | Reduced | 111,048 | 5,748 | 0.63% | 0.75% | 84 | -15,356 | -12.15% | Q4 2025 | Jan 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 107,281 | 5,553 | 0.08% | 0.09% | 85 | +4,070 | 3.94% | Q4 2025 | Jan 22, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 105,824 | 5,478 | 0.33% | 0.35% | 86 | +1,592 | 1.53% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 101,521 | 5,255 | 0.03% | 0.02% | 87 | +23,250 | 29.7% | Q4 2025 | Jan 29, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 99,525 | 5,171 | 1.16% | 1.17% | 88 | +7,252 | 7.86% | Q4 2025 | Jan 14, 2026 |
| Erickson Financial Group, LLC | History | Added to | 98,917 | 5,120 | 3.14% | 2.97% | 89 | +8,200 | 9.04% | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 96,728 | 5,023 | 0.19% | 0.14% | 90 | +52,811 | 120.25% | Q4 2025 | Feb 13, 2026 |
| Center For Asset Management LLC | History | Reduced | 95,809 | 4,960 | 2.59% | 2.92% | 91 | -8,940 | -8.53% | Q4 2025 | Jan 21, 2026 |
| Dakota Wealth Management | History | New | 95,073 | 4,921 | 0.09% | — | 92 | +95,073 | New | Q4 2025 | Jan 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 94,673 | 4,900 | 0.03% | 0.03% | 93 | +4,760 | 5.29% | Q4 2025 | Jan 27, 2026 |
| Fjell Capital, LLC | History | Added to | 93,318 | 4,831 | 3.7% | 3.81% | 94 | +10,470 | 12.64% | Q4 2025 | Jan 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 93,193 | 4,824 | 0.05% | 0.01% | 95 | +81,490 | 696.32% | Q4 2025 | Jan 29, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 90,431 | 4,681 | 0.86% | 0.86% | 96 | -307 | -0.34% | Q4 2025 | Feb 17, 2026 |
| Financial Avengers, Inc. | History | Added to | 90,019 | 4,660 | 1.91% | 1.64% | 97 | +17,194 | 23.61% | Q4 2025 | Mar 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 86,464 | 4,476 | 0.01% | 0.01% | 98 | +12,137 | 16.33% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Reduced | 84,641 | 4,381 | 0.01% | 0.02% | 99 | -6,459 | -7.09% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 81,842 | 4,236 | 0.0% | 0.01% | 100 | -5,373 | -6.16% | Q4 2025 | Jan 30, 2026 |
| Compound Planning, Inc. | History | Added to | 81,723 | 4,230 | 0.12% | 0.13% | 101 | +4,922 | 6.41% | Q4 2025 | Feb 19, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 79,369 | 4,108 | 0.01% | 0.01% | 102 | +2,392 | 3.11% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 77,459 | 4,010 | 0.02% | 0.02% | 103 | +7,908 | 11.37% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 76,586 | 3,964 | 0.01% | 0.01% | 104 | +22,809 | 42.41% | Q4 2025 | Feb 18, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 73,731 | 3,817 | 0.19% | 0.2% | 105 | -1,377 | -1.83% | Q4 2025 | Jan 27, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 73,230 | 3,791 | 1.89% | 1.83% | 106 | +5,849 | 8.68% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 66,743 | 3,455 | 0.0% | 0.0% | 107 | -9,348 | -12.29% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 66,482 | 3,441 | 0.04% | 0.0% | 108 | +62,531 | 1582.66% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 66,241 | 3,429 | 0.01% | 0.01% | 109 | +4,771 | 7.76% | Q4 2025 | Feb 11, 2026 |
| Virtue Capital Management, LLC | History | New | 65,790 | 3,405 | 0.52% | — | 110 | +65,790 | New | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 63,211 | 3,272 | 0.0% | 0.0% | 111 | +2,984 | 4.95% | Q4 2025 | Feb 10, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 60,780 | 3,146 | 0.03% | 0.04% | 112 | -12 | -0.02% | Q4 2025 | Jan 16, 2026 |
| K2 Financial Inc. | History | Added to | 60,372 | 3,127 | 2.42% | 2.23% | 113 | +7,387 | 13.94% | Q4 2025 | Jan 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 59,742 | 3,093 | 0.01% | 0.01% | 114 | +6,848 | 12.95% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 56,789 | 2,939 | 0.0% | 0.0% | 115 | +8,933 | 18.67% | Q4 2025 | Feb 13, 2026 |
| Banco Santander, S.A. | History | New | 51,013 | 2,640 | 0.02% | — | 116 | +51,013 | New | Q4 2025 | Feb 13, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 50,138 | 2,595 | 0.09% | 0.1% | 117 | -902 | -1.77% | Q4 2025 | Feb 06, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Added to | 49,843 | 2,580 | 0.81% | 0.73% | 118 | +7,376 | 17.37% | Q4 2025 | Feb 10, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 49,049 | 2,539 | 0.25% | 0.22% | 119 | +7,828 | 18.99% | Q4 2025 | Feb 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 46,776 | 2,421 | 0.05% | 0.04% | 120 | +10,231 | 28.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 45,222 | 2,341 | 0.09% | 0.09% | 121 | +1,449 | 3.31% | Q4 2025 | Feb 06, 2026 |
| Compass Financial Group, Inc. | History | Added to | 44,982 | 2,328 | 1.03% | 1.04% | 122 | +468 | 1.05% | Q4 2025 | Feb 05, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 44,959 | 2,327 | 0.09% | 0.0% | 123 | +44,783 | 25444.89% | Q4 2025 | Feb 04, 2026 |
| Stratos Investment Management, LLC | History | Added to | 44,872 | 2,323 | 0.09% | 0.09% | 124 | +1,338 | 3.07% | Q4 2025 | Jan 20, 2026 |
| One Capital Management, LLC | History | Added to | 42,287 | 2,189 | 0.07% | 0.01% | 125 | +35,697 | 541.68% | Q4 2025 | Feb 10, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 41,864 | 2,167 | 0.02% | 0.02% | 126 | -2,384 | -5.39% | Q4 2025 | Jan 13, 2026 |
| PRUDENTIAL PLC | History | Added to | 40,380 | 2,090 | 0.02% | 0.01% | 127 | +9,611 | 31.24% | Q4 2025 | Feb 11, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 38,774 | 2,007 | 0.0% | 0.0% | 128 | -6,450 | -14.26% | Q4 2025 | Jan 29, 2026 |
| 10Elms LLP | History | Reduced | 37,329 | 1,932 | 1.77% | 1.77% | 129 | -379 | -1.01% | Q4 2025 | Feb 13, 2026 |
| Summit Asset Management, LLC | History | Reduced | 37,172 | 1,924 | 0.27% | 0.3% | 130 | -747 | -1.97% | Q4 2025 | Feb 09, 2026 |
| Arista Wealth Management, LLC | History | No change | 36,839 | 1,907 | 0.23% | 0.24% | 131 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bauman Advisory Group, LLC | History | New | 36,734 | 1,901 | 1.53% | — | 132 | +36,734 | New | Q4 2025 | Feb 20, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 36,654 | 1,897 | 0.01% | 0.01% | 133 | -1,930 | -5.0% | Q4 2025 | Jan 13, 2026 |
| World Investment Advisors | History | Added to | 35,531 | 1,839 | 0.03% | 0.01% | 134 | +26,714 | 302.98% | Q4 2025 | Mar 12, 2026 |
| Creative Planning | History | Added to | 35,492 | 1,837 | 0.0% | 0.0% | 135 | +8,749 | 32.72% | Q4 2025 | Feb 17, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 33,645 | 1,741 | 0.13% | 0.1% | 137 | +8,754 | 35.17% | Q4 2025 | Jan 16, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 33,634 | 1,741 | 0.19% | 0.2% | 136 | +523 | 1.58% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 32,045 | 1,658 | 0.03% | 0.03% | 138 | +6,175 | 23.87% | Q4 2025 | Feb 06, 2026 |
| Sovran Advisors, LLC | History | Added to | 30,896 | 1,606 | 0.14% | 0.14% | 139 | +1,466 | 4.98% | Q4 2025 | Jan 20, 2026 |
| Bellwether Advisors, LLC | History | Added to | 30,776 | 1,593 | 0.25% | 0.26% | 140 | +850 | 2.84% | Q4 2025 | Feb 09, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 29,225 | 1,512 | 0.22% | 0.26% | 141 | -2,637 | -8.28% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 29,182 | 1,510 | 0.02% | 0.02% | 142 | +459 | 1.6% | Q4 2025 | Jan 29, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 28,255 | 1,462 | 0.17% | 0.25% | 143 | +96 | 0.34% | Q4 2025 | Feb 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 27,999 | 1,449 | 0.02% | — | 144 | +27,999 | New | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 27,883 | 1,443 | 0.05% | 0.05% | 145 | +1,549 | 5.88% | Q4 2025 | Jan 21, 2026 |
| BESSEMER GROUP INC | History | Added to | 27,815 | 1,440 | 0.0% | 0.0% | 146 | +13,002 | 87.77% | Q4 2025 | Feb 05, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 27,795 | 1,438 | 0.12% | 0.13% | 147 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WBH ADVISORY INC | History | Reduced | 27,129 | 1,404 | 0.1% | 0.11% | 148 | -493 | -1.78% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 27,053 | 1,400 | 0.0% | 0.0% | 149 | +8,149 | 43.11% | Q4 2025 | Feb 17, 2026 |
| JGP Wealth Management, LLC | History | Added to | 26,625 | 1,378 | 0.14% | 0.05% | 150 | +18,694 | 235.71% | Q4 2025 | Jan 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 26,350 | 1,364 | 0.0% | 0.0% | 152 | +3,799 | 16.85% | Q4 2025 | Feb 06, 2026 |
| TFB Advisors LLC | History | Added to | 26,348 | 1,364 | 0.38% | 0.38% | 151 | +1,110 | 4.4% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 26,043 | 1,348 | 0.01% | 0.01% | 153 | +3,386 | 14.94% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 24,539 | 1,270 | 0.01% | 0.01% | 154 | -1,736 | -6.61% | Q4 2025 | Feb 03, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 24,528 | 1,269 | 0.08% | 0.08% | 155 | +170 | 0.7% | Q4 2025 | Jan 23, 2026 |
| Venture Visionary Partners LLC | History | Added to | 22,943 | 1,187 | 0.04% | 0.04% | 156 | +25 | 0.11% | Q4 2025 | Feb 13, 2026 |
| Tempo Wealth, LLC | History | New | 22,903 | 1,185 | 0.21% | — | 157 | +22,903 | New | Q4 2025 | Feb 25, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 22,258 | 1,152 | 0.05% | 0.05% | 158 | +22 | 0.1% | Q4 2025 | Feb 17, 2026 |
| TMB Capital Partners, LLC | History | New | 21,608 | 1,118 | 0.38% | — | 159 | +21,608 | New | Q4 2025 | Feb 19, 2026 |
| Waverly Advisors, LLC | History | No change | 21,528 | 1,114 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | Added to | 21,480 | 1,112 | 0.24% | 0.26% | 161 | +2,730 | 14.56% | Q4 2025 | Feb 12, 2026 |
| Saiph Capital, LLC | History | Reduced | 21,462 | 1,111 | 0.4% | 0.42% | 162 | -1,004 | -4.47% | Q4 2025 | Feb 12, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 20,823 | 1,078 | 0.08% | 0.07% | 163 | +1,959 | 10.38% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 20,320 | 1,051 | 0.02% | 0.03% | 164 | -34 | -0.17% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 19,585 | 1,013 | 0.02% | 0.02% | 165 | +1,957 | 11.1% | Q4 2025 | Feb 17, 2026 |
| Cumberland Partners Ltd | History | Added to | 19,372 | 1,002 | 0.06% | 0.06% | 166 | +1,265 | 6.99% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 18,676 | 966 | 0.01% | 0.02% | 167 | +399 | 2.18% | Q4 2025 | Feb 12, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 18,361 | 950 | 0.07% | 0.07% | 168 | +800 | 4.56% | Q4 2025 | Jan 27, 2026 |
| Pines Wealth Management, LLC | History | Added to | 18,264 | 945 | 0.31% | 0.32% | 169 | +145 | 0.8% | Q4 2025 | Feb 02, 2026 |
| Capital Square, LLC | History | Added to | 18,107 | 937 | 0.48% | 0.38% | 170 | +3,708 | 25.75% | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Added to | 18,058 | 934 | 0.04% | 0.04% | 171 | +683 | 3.93% | Q4 2025 | Feb 06, 2026 |
| CAP Partners, LLC | History | Added to | 17,935 | 928 | 0.53% | 0.48% | 172 | +1,575 | 9.63% | Q4 2025 | Feb 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 17,568 | 909 | 0.06% | 0.14% | 173 | -21,237 | -54.73% | Q4 2025 | Jan 23, 2026 |
| Diligent Investors, LLC | History | Reduced | 17,552 | 908 | 0.22% | 0.25% | 174 | -1,148 | -6.14% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 17,337 | 897 | 0.01% | — | 175 | +17,337 | New | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Added to | 17,876 | 849 | 0.0% | 0.0% | 176 | +6,814 | 61.6% | Q4 2025 | Mar 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 16,340 | 845 | 0.14% | — | 177 | +16,340 | New | Q4 2025 | Feb 12, 2026 |
| CROBAN | History | Reduced | 16,240 | 840 | 0.4% | 0.59% | 178 | -741 | -4.36% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 16,092 | 833 | 0.05% | 0.05% | 179 | -575 | -3.45% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 16,075 | 832 | 0.0% | 0.0% | 180 | +2,142 | 15.37% | Q4 2025 | Feb 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 15,969 | 827 | 0.0% | 0.0% | 181 | +728 | 4.78% | Q4 2025 | Feb 10, 2026 |
| Members Trust Co | History | No change | 15,881 | 822 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 21,308 | 814 | 0.02% | 0.02% | 183 | -662 | -3.01% | Q4 2025 | Feb 11, 2026 |
| Seascape Capital Management | History | Added to | 15,575 | 806 | 0.23% | 0.23% | 184 | +450 | 2.98% | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | Added to | 15,327 | 793 | 0.0% | 0.0% | 185 | +665 | 4.54% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 15,230 | 788 | 0.0% | 0.0% | 186 | +3,751 | 32.68% | Q4 2025 | Jan 26, 2026 |
| NORTHERN TRUST CORP | History | Added to | 14,835 | 768 | 0.0% | 0.0% | 187 | +904 | 6.49% | Q4 2025 | Feb 17, 2026 |
| Montecito Bank & Trust | History | Reduced | 14,627 | 757 | 0.12% | 0.12% | 188 | -192 | -1.3% | Q4 2025 | Jan 09, 2026 |
| Golden State Equity Partners | History | Added to | 14,582 | 754 | 0.12% | 0.11% | 189 | +1,716 | 13.34% | Q4 2025 | Jan 29, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 14,495 | 750 | 0.33% | 0.31% | 190 | -517 | -3.44% | Q4 2025 | Jan 30, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 14,219 | 736 | 0.01% | 0.01% | 191 | -3,915 | -21.59% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 14,204 | 735 | 0.01% | 0.01% | 192 | +568 | 4.17% | Q4 2025 | Jan 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 13,713 | 709 | 0.05% | 0.05% | 193 | +1,165 | 9.28% | Q4 2025 | Jan 21, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 13,555 | 701 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CRA Financial Services, LLC | History | No change | 13,543 | 701 | 0.09% | 0.1% | 195 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cerity Partners LLC | History | Reduced | 13,235 | 685 | 0.0% | 0.0% | 196 | -402 | -2.95% | Q4 2025 | Feb 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 13,123 | 678 | 0.01% | 0.01% | 197 | +647 | 5.19% | Q4 2025 | Feb 12, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 13,040 | 675 | 0.1% | 0.11% | 198 | -218 | -1.64% | Q4 2025 | Jan 23, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 12,516 | 647 | 0.37% | 0.19% | 199 | +1,177 | 10.38% | Q4 2025 | Feb 10, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 12,398 | 641 | 0.27% | 0.29% | 200 | -1,077 | -7.99% | Q4 2025 | Jan 27, 2026 |
| Pictet North America Advisors SA | History | Added to | 12,280 | 635 | 0.06% | 0.05% | 201 | +2,150 | 21.22% | Q4 2025 | Jan 16, 2026 |
| MAI Capital Management | History | Added to | 12,197 | 631 | 0.0% | 0.0% | 202 | +3,050 | 33.34% | Q4 2025 | Feb 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 12,131 | 628 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 12,114 | 627 | 0.18% | 0.21% | 204 | -1,000 | -7.63% | Q4 2025 | Feb 10, 2026 |
| Apollon Financial, LLC | History | New | 11,872 | 614 | 0.09% | — | 205 | +11,872 | New | Q4 2025 | Jan 22, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 11,765 | 609 | 0.06% | 0.07% | 206 | -668 | -5.37% | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,716 | 606 | 0.0% | 0.0% | 207 | +3,487 | 42.37% | Q4 2025 | Feb 06, 2026 |
| EJMK Ventures LLC | History | New | 11,632 | 602 | 0.37% | — | 208 | +11,632 | New | Q4 2025 | Mar 03, 2026 |
| Breakwater Capital Group | History | Reduced | 11,617 | 601 | 0.08% | 0.14% | 209 | -6,051 | -34.25% | Q4 2025 | Jan 09, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 11,413 | 590 | 0.49% | 0.49% | 210 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 11,199 | 579 | 0.04% | 0.04% | 211 | +623 | 5.89% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Wealth | History | Added to | 11,058 | 572 | 0.0% | 0.0% | 212 | +3,190 | 40.54% | Q4 2025 | Feb 13, 2026 |
| ARWA LLC | History | New | 10,968 | 567 | 0.33% | — | 213 | +10,968 | New | Q4 2025 | Feb 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 10,890 | 563 | 0.01% | 0.01% | 214 | -710 | -6.12% | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | Reduced | 10,804 | 559 | 0.01% | 0.01% | 215 | -2,420 | -18.3% | Q4 2025 | Feb 13, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 10,736 | 555 | 0.04% | 0.04% | 216 | +166 | 1.57% | Q4 2025 | Jan 07, 2026 |
| United Advisor Group, LLC | History | Reduced | 10,689 | 553 | 0.07% | 0.08% | 217 | -1,036 | -8.84% | Q4 2025 | Jan 26, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 10,641 | 550 | 0.04% | 0.04% | 218 | -96 | -0.89% | Q4 2025 | Jan 20, 2026 |
| Private Advisor Group, LLC | History | Reduced | 10,614 | 549 | 0.0% | 0.0% | 219 | -2,358 | -18.18% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 10,378 | 537 | 0.0% | 0.0% | 220 | -1,837 | -15.04% | Q4 2025 | Feb 06, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 10,130 | 524 | 0.01% | 0.04% | 221 | -25,024 | -71.18% | Q4 2025 | Feb 04, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 10,016 | 518 | 0.02% | 0.02% | 222 | -737 | -6.85% | Q4 2025 | Jan 30, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 9,927 | 513 | 0.0% | 0.0% | 223 | +4,420 | 80.26% | Q4 2025 | Feb 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 9,914 | 513 | 0.06% | 0.06% | 224 | -461 | -4.44% | Q4 2025 | Feb 18, 2026 |
| Atria Investments, Inc | History | Reduced | 9,802 | 507 | 0.01% | 0.01% | 225 | -917 | -8.55% | Q4 2025 | Feb 05, 2026 |
| Regal Investment Advisors LLC | History | Added to | 9,730 | 503 | 0.03% | 0.02% | 226 | +4,519 | 86.72% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 9,716 | 502 | 0.07% | 0.05% | 227 | +3,821 | 64.82% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 9,604 | 497 | 0.02% | — | 228 | +9,604 | New | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | New | 9,455 | 489 | 0.01% | — | 229 | +9,455 | New | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 9,345 | 483 | 0.01% | 0.01% | 230 | -179 | -1.88% | Q4 2025 | Jan 16, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 9,256 | 479 | 0.9% | — | 231 | +9,256 | New | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 9,109 | 471 | 0.0% | 0.0% | 232 | -701 | -7.15% | Q4 2025 | Feb 02, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 9,097 | 470 | 0.04% | 0.04% | 233 | -59 | -0.64% | Q4 2025 | Feb 12, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 9,043 | 468 | 0.4% | — | 234 | +9,043 | New | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 8,704 | 450 | 0.01% | 0.01% | 236 | -1,160 | -11.76% | Q4 2025 | Feb 03, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 8,707 | 450 | 0.01% | 0.01% | 235 | -738 | -7.81% | Q4 2025 | Jan 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,609 | 445 | 0.0% | 0.0% | 237 | -13,950 | -61.84% | Q4 2025 | Feb 18, 2026 |
| Gotham Asset Management, LLC | History | Added to | 8,598 | 445 | 0.0% | 0.0% | 238 | +4,273 | 98.8% | Q4 2025 | Feb 17, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 8,334 | 431 | 0.38% | — | 239 | +8,334 | New | Q4 2025 | Mar 11, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 8,277 | 429 | 0.05% | 0.05% | 240 | +1,198 | 16.92% | Q4 2025 | Jan 14, 2026 |
| Diversified Enterprises, LLC | History | Added to | 8,263 | 427 | 0.03% | 0.02% | 241 | +3,494 | 73.26% | Q4 2025 | Jan 28, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 8,208 | 424 | 0.02% | 0.02% | 242 | -5,765 | -41.26% | Q4 2025 | Jan 30, 2026 |
| Focus Financial Network, Inc. | History | New | 8,154 | 422 | 0.01% | — | 243 | +8,154 | New | Q4 2025 | Jan 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 8,041 | 416 | 0.02% | 0.02% | 244 | +11 | 0.14% | Q4 2025 | Feb 10, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 7,997 | 414 | 0.23% | 0.34% | 245 | -3,542 | -30.7% | Q4 2025 | Feb 18, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 7,927 | 410 | 0.14% | 0.12% | 246 | +333 | 4.39% | Q4 2025 | Jan 13, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 7,851 | 407 | 0.14% | 0.17% | 247 | -1,976 | -20.11% | Q4 2025 | Jan 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 7,516 | 389 | 0.02% | 0.02% | 248 | +909 | 13.76% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 7,510 | 388 | 0.0% | 0.0% | 249 | +3,140 | 71.85% | Q4 2025 | Feb 12, 2026 |
| BENJAMIN EDWARDS INC | History | New | 7,414 | 383 | 0.0% | — | 250 | +7,414 | New | Q4 2025 | Feb 02, 2026 |
| PFG Advisors | History | Reduced | 7,270 | 376 | 0.02% | 0.03% | 251 | -7,551 | -50.95% | Q4 2025 | Jan 27, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 7,070 | 366 | 0.03% | 0.03% | 252 | +6 | 0.08% | Q4 2025 | Jan 26, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 7,030 | 363 | 0.01% | 0.01% | 253 | +231 | 3.4% | Q4 2025 | Jan 07, 2026 |
| Spectrum Strategic Capital Management, LLC | History | New | 6,984 | 361 | 0.19% | — | 254 | +6,984 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | Added to | 6,912 | 357 | 0.01% | 0.01% | 255 | +13 | 0.19% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 6,865 | 355 | 0.01% | 0.01% | 256 | +221 | 3.33% | Q4 2025 | Feb 17, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 6,710 | 347 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 6,562 | 339 | 0.03% | 0.04% | 258 | -849 | -11.46% | Q4 2025 | Jan 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 6,510 | 337 | 0.03% | 0.01% | 259 | +2,903 | 80.48% | Q4 2025 | Jan 20, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Reduced | 6,481 | 335 | 0.21% | 0.25% | 260 | -678 | -9.47% | Q4 2025 | Jan 28, 2026 |
| &PARTNERS | History | New | 6,399 | 331 | 0.0% | — | 261 | +6,399 | New | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 6,290 | 325 | 0.0% | 0.03% | 262 | -18,907 | -75.04% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 6,290 | 325 | 0.02% | 0.09% | 263 | -18,907 | -75.04% | Q4 2025 | Feb 12, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 6,046 | 313 | 0.05% | 0.06% | 264 | -113 | -1.83% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 6,011 | 311 | 0.0% | 0.0% | 265 | +685 | 12.86% | Q4 2025 | Jan 20, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 5,963 | 310 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 5,982 | 309 | 0.0% | 0.0% | 267 | +1,923 | 47.38% | Q4 2025 | Feb 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 5,916 | 306 | 0.02% | 0.02% | 268 | +78 | 1.34% | Q4 2025 | Jan 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 5,833 | 301 | 0.01% | 0.01% | 269 | -809 | -12.18% | Q4 2025 | Feb 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 5,577 | 288 | 0.0% | 0.01% | 270 | -338 | -5.71% | Q4 2025 | Feb 09, 2026 |
| True North Advisors, LLC | History | Added to | 5,571 | 288 | 0.04% | 0.05% | 271 | +87 | 1.59% | Q4 2025 | Jan 22, 2026 |
| Magnus Financial Group LLC | History | Reduced | 5,516 | 285 | 0.02% | 0.02% | 272 | -106 | -1.89% | Q4 2025 | Jan 07, 2026 |
| Avantax Planning Partners, Inc. | History | New | 5,461 | 282 | 0.01% | — | 273 | +5,461 | New | Q4 2025 | Feb 05, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 5,446 | 281 | 0.1% | 0.11% | 274 | -23 | -0.42% | Q4 2025 | Feb 10, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 5,419 | 280 | 0.04% | 0.04% | 275 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Lido Advisors, LLC | History | Added to | 5,339 | 278 | 0.0% | 0.0% | 276 | +11 | 0.21% | Q4 2025 | Feb 10, 2026 |
| Southland Equity Partners LLC | History | No change | 5,368 | 277 | 0.05% | 0.06% | 277 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 5,336 | 276 | 0.1% | 0.13% | 279 | -1,319 | -19.82% | Q4 2025 | Feb 06, 2026 |
| TD Capital Management LLC | History | No change | 5,350 | 276 | 0.02% | 0.03% | 278 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 5,158 | 267 | 0.01% | 0.01% | 280 | +200 | 4.03% | Q4 2025 | Feb 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 5,116 | 264 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ledyard National Bank | History | New | 5,022 | 259 | 0.02% | — | 282 | +5,022 | New | Q4 2025 | Jan 21, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 4,982 | 259 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Merited Wealth, LLC | History | New | 5,000 | 258 | 0.24% | — | 285 | +5,000 | New | Q4 2025 | Mar 26, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,000 | 258 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Impact Capital Partners LLC | History | New | 4,914 | 254 | 0.08% | — | 286 | +4,914 | New | Q4 2025 | Jan 07, 2026 |
| Stewardship Advisors, LLC | History | Added to | 4,732 | 244 | 0.06% | 0.06% | 288 | +264 | 5.91% | Q4 2025 | Jan 15, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 4,725 | 244 | 0.09% | 0.09% | 287 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 4,712 | 243 | 0.0% | 0.0% | 289 | -620 | -11.63% | Q4 2025 | Feb 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 4,690 | 242 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Root Financial Partners, LLC | History | Reduced | 4,644 | 240 | 0.01% | 0.02% | 291 | -188 | -3.89% | Q4 2025 | Feb 10, 2026 |
| Integrity Investment Advisors, LLC | History | New | 4,600 | 238 | 0.13% | — | 292 | +4,600 | New | Q4 2025 | Feb 13, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 4,588 | 237 | 0.15% | — | 293 | +4,588 | New | Q4 2025 | Apr 02, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,494 | 232 | 0.01% | 0.01% | 294 | +36 | 0.81% | Q4 2025 | Feb 17, 2026 |
| Truvestments Capital LLC | History | Reduced | 4,407 | 228 | 0.04% | 0.04% | 295 | -378 | -7.9% | Q4 2025 | Feb 13, 2026 |
| Pursuit Wealth Management LLC | History | New | 4,395 | 227 | 0.2% | — | 296 | +4,395 | New | Q4 2025 | Jan 26, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 4,317 | 223 | 0.01% | — | 297 | +4,317 | New | Q4 2025 | Feb 11, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 4,222 | 221 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Assets Advisory, LLC | History | No change | 4,262 | 220 | 0.06% | 0.07% | 299 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 4,134 | 214 | 0.02% | 0.03% | 300 | -82 | -1.94% | Q4 2025 | Feb 13, 2026 |
| FineMark National Bank & Trust | History | Reduced | 3,904 | 202 | 0.01% | 0.01% | 301 | -50 | -1.26% | Q4 2025 | Feb 12, 2026 |
| ORG Partners LLC | History | Reduced | 3,844 | 198 | 0.03% | 0.04% | 302 | -5 | -0.13% | Q4 2025 | Jan 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 3,629 | 188 | 0.01% | 0.0% | 303 | +2,414 | 198.68% | Q4 2025 | Jan 21, 2026 |
| EASTERN BANK | History | New | 3,433 | 177 | 0.0% | — | 304 | +3,433 | New | Q4 2025 | Jan 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 3,289 | 170 | 0.01% | 0.01% | 305 | +51 | 1.58% | Q4 2025 | Jan 30, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 3,233 | 167 | 0.05% | 0.1% | 306 | +7 | 0.22% | Q4 2025 | Jan 22, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 2,899 | 150 | 0.08% | 0.09% | 307 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,748 | 142 | 0.01% | 0.01% | 309 | +245 | 9.79% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,756 | 142 | 0.0% | 0.0% | 308 | +87 | 3.26% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,719 | 140 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | New | 2,651 | 137 | 0.06% | — | 311 | +2,651 | New | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,227 | 115 | 0.01% | 0.01% | 312 | -26 | -1.15% | Q4 2025 | Feb 06, 2026 |
| REAP Financial Group, LLC | History | Reduced | 2,159 | 111 | 0.02% | 0.03% | 313 | -219 | -9.21% | Q4 2025 | Feb 10, 2026 |
| WPG Advisers, LLC | History | Added to | 2,122 | 109 | 0.08% | 0.09% | 315 | +3 | 0.14% | Q4 2025 | Jan 28, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 2,117 | 109 | 0.06% | 0.06% | 314 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TCTC Holdings, LLC | History | No change | 2,055 | 106 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Colonial Trust Co / SC | History | Added to | 1,991 | 103 | 0.01% | 0.01% | 317 | +15 | 0.76% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,958 | 101 | 0.0% | 0.0% | 318 | +1,217 | 164.24% | Q4 2025 | Jan 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 1,894 | 98 | 0.05% | 0.0% | 320 | +1,793 | 1775.25% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,911 | 98 | 0.0% | 0.0% | 319 | -1,539 | -44.61% | Q4 2025 | Feb 11, 2026 |
| Pacifica Partners Inc. | History | No change | 1,710 | 88 | 0.04% | 0.03% | 321 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Independence Bank of Kentucky | History | Reduced | 1,622 | 83 | 0.01% | 0.01% | 322 | -570 | -26.0% | Q4 2025 | Jan 20, 2026 |
| Blue Trust, Inc. | History | Added to | 1,584 | 82 | 0.0% | 0.0% | 324 | +67 | 4.42% | Q4 2025 | Jan 16, 2026 |
| Archer Investment Corp | History | No change | 1,590 | 82 | 0.02% | 0.02% | 323 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,512 | 78 | 0.0% | 0.0% | 325 | -1,566 | -50.88% | Q4 2025 | Feb 17, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | New | 1,300 | 67 | 0.01% | — | 326 | +1,300 | New | Q4 2025 | Jan 20, 2026 |
| Centennial Bank/AR/ | History | New | 1,271 | 65 | 0.03% | — | 328 | +1,271 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,259 | 65 | 0.02% | 0.02% | 327 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,253 | 64 | 0.02% | 0.01% | 330 | +993 | 381.92% | Q4 2025 | Feb 17, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,240 | 64 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rossmore Private Capital | History | Reduced | 1,208 | 62 | 0.01% | 0.01% | 331 | -105 | -8.0% | Q4 2025 | Feb 05, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,170 | 60 | 0.01% | 0.01% | 332 | +13 | 1.12% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,112 | 57 | 0.0% | 0.0% | 333 | -113 | -9.22% | Q4 2025 | Jan 20, 2026 |
| CENTRAL TRUST Co | History | No change | 1,055 | 54 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Strive Financial Group ,LLC | History | New | 996 | 51 | 0.03% | — | 335 | +996 | New | Q4 2025 | Feb 18, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 975 | 50 | 0.04% | 0.04% | 336 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 900 | 46 | 0.0% | — | 337 | +900 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 890 | 46 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Added to | 865 | 44 | 0.0% | 0.0% | 339 | +370 | 74.75% | Q4 2025 | Feb 06, 2026 |
| Hamrick Investment Counsel, llc | History | New | 844 | 43 | 0.03% | — | 340 | +844 | New | Q4 2025 | Mar 31, 2026 |
| NBC SECURITIES, INC. | History | No change | 779 | 40 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 719 | 37 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TORONTO DOMINION BANK | History | New | 699 | 36 | 0.0% | — | 343 | +699 | New | Q4 2025 | Feb 17, 2026 |
| YANKCOM Partnership | History | New | 622 | 32 | 0.01% | — | 344 | +622 | New | Q4 2025 | Jan 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 604 | 31 | 0.03% | 0.03% | 345 | +2 | 0.33% | Q4 2025 | Jan 29, 2026 |
| Kingdom Financial Group LLC. | History | New | 529 | 27 | 0.01% | — | 347 | +529 | New | Q4 2025 | Feb 06, 2026 |
| Stone House Investment Management, LLC | History | New | 527 | 27 | 0.0% | — | 346 | +527 | New | Q4 2025 | Jan 21, 2026 |
| NorthAvenue LLC | History | New | 523 | 27 | 0.02% | — | 348 | +523 | New | Q4 2025 | Apr 02, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 510 | 26 | 0.01% | — | 351 | +510 | New | Q4 2025 | Feb 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 507 | 26 | 0.0% | — | 350 | +507 | New | Q4 2025 | Feb 03, 2026 |
| Key FInancial Inc | History | Added to | 514 | 26 | 0.0% | 0.0% | 349 | +448 | 678.79% | Q4 2025 | Feb 09, 2026 |
| Addison Advisors LLC | History | Reduced | 486 | 25 | 0.01% | 0.01% | 352 | -731 | -60.07% | Q4 2025 | Feb 06, 2026 |
| Winthrop Capital Management, LLC | History | No change | 485 | 25 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 463 | 23 | 0.01% | — | 356 | +463 | New | Q4 2025 | Feb 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 456 | 23 | 0.0% | 0.0% | 354 | -152 | -25.0% | Q4 2025 | Feb 03, 2026 |
| Anchor Investment Management, LLC | History | No change | 463 | 23 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Gen-Wealth Partners Inc | History | No change | 453 | 23 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | New | 422 | 21 | 0.01% | — | 358 | +422 | New | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 387 | 20 | 0.0% | — | 360 | +387 | New | Q4 2025 | Jan 21, 2026 |
| United Financial Planning Group LLC | History | Added to | 392 | 20 | 0.01% | 0.01% | 362 | +206 | 110.75% | Q4 2025 | Feb 11, 2026 |
| Cheviot Value Management, LLC | History | No change | 389 | 20 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Piscataqua Savings Bank | History | No change | 396 | 20 | 0.01% | 0.02% | 361 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LRI Investments, LLC | History | No change | 375 | 19 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 354 | 18 | 0.0% | 0.0% | 366 | -22 | -5.85% | Q4 2025 | Feb 12, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 360 | 18 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Princeton Global Asset Management LLC | History | No change | 350 | 18 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Millstone Evans Group, LLC | History | No change | 352 | 18 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Investors Research Corp | History | No change | 338 | 17 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Coston, McIsaac & Partners | History | New | 321 | 16 | 0.0% | — | 371 | +321 | New | Q4 2025 | Feb 03, 2026 |
| Arlington Trust Co LLC | History | New | 320 | 16 | 0.0% | — | 372 | +320 | New | Q4 2025 | Jan 30, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 312 | 16 | 0.0% | 0.0% | 370 | +108 | 52.94% | Q4 2025 | Jan 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 303 | 16 | 0.0% | 0.0% | 369 | +29 | 10.58% | Q4 2025 | Feb 09, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 307 | 15 | 0.0% | 0.0% | 374 | -567 | -64.87% | Q4 2025 | Jan 16, 2026 |
| SouthState Bank Corp | History | New | 296 | 15 | 0.0% | — | 373 | +296 | New | Q4 2025 | Feb 11, 2026 |
| Delos Wealth Advisors, LLC | History | Reduced | 305 | 15 | 0.01% | 0.01% | 375 | -19 | -5.86% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 271 | 14 | 0.0% | 0.0% | 377 | -495 | -64.62% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 281 | 14 | 0.01% | — | 379 | +281 | New | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | No change | 277 | 14 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BankPlus Trust Department | History | No change | 274 | 14 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 265 | 13 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Topsail Wealth Management, LLC | History | No change | 256 | 13 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Caldwell Trust Co | History | No change | 256 | 13 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kozak & Associates, Inc. | History | New | 238 | 12 | 0.0% | — | 383 | +238 | New | Q4 2025 | Jan 12, 2026 |
| FAS Wealth Partners, Inc. | History | New | 199 | 10 | 0.0% | — | 386 | +199 | New | Q4 2025 | Feb 18, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 197 | 10 | 0.0% | 0.0% | 384 | +3 | 1.55% | Q4 2025 | Feb 10, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 200 | 10 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DecisionPoint Financial, LLC | History | New | 187 | 9 | 0.0% | — | 391 | +187 | New | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 176 | 9 | 0.0% | — | 387 | +176 | New | Q4 2025 | Feb 09, 2026 |
| MOTCO | History | New | 175 | 9 | 0.0% | — | 388 | +175 | New | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 190 | 9 | 0.0% | 0.0% | 389 | -143 | -42.94% | Q4 2025 | Feb 11, 2026 |
| High Note Wealth, LLC | History | No change | 174 | 9 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 186 | 9 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Olistico Wealth, LLC | History | New | 151 | 7 | 0.0% | — | 394 | +151 | New | Q4 2025 | Jan 13, 2026 |
| Bogart Wealth, LLC | History | Reduced | 150 | 7 | 0.0% | 0.0% | 393 | -17 | -10.18% | Q4 2025 | Jan 30, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 133 | 6 | 0.0% | 0.0% | 397 | +59 | 79.73% | Q4 2025 | Feb 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 125 | 6 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 135 | 6 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EPG Wealth Management LLC | History | Reduced | 98 | 5 | 0.0% | 0.0% | 398 | -11 | -10.09% | Q4 2025 | Jan 28, 2026 |
| BAYBAN | History | New | 86 | 4 | 0.0% | — | 401 | +86 | New | Q4 2025 | Mar 05, 2026 |
| Daiwa Securities Group Inc. | History | No change | 80 | 4 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Register Financial Advisors LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 58 | 3 | 0.0% | — | 409 | +58 | New | Q4 2025 | Mar 05, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 62 | 3 | 0.0% | 0.0% | 402 | -1 | -1.59% | Q4 2025 | Jan 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 58 | 3 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| McIlrath & Eck, LLC | History | No change | 58 | 3 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 61 | 3 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Davis Capital Management | History | No change | 69 | 3 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Spire Wealth Management | History | No change | 75 | 3 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 73 | 3 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 57 | 2 | 0.0% | — | 412 | +57 | New | Q4 2025 | Feb 06, 2026 |
| POM Investment Strategies, LLC | History | New | 51 | 2 | 0.0% | — | 415 | +51 | New | Q4 2025 | Feb 17, 2026 |
| Networth Advisors, LLC | History | New | 47 | 2 | 0.0% | — | 419 | +47 | New | Q4 2025 | Jan 22, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 56 | 2 | 0.0% | 0.0% | 413 | -44 | -44.0% | Q4 2025 | Feb 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 44 | 2 | 0.0% | — | 418 | +44 | New | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 40 | 2 | 0.0% | — | 414 | +40 | New | Q4 2025 | Feb 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 45 | 2 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clearstead Trust, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 48 | 2 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 32 | 1 | 0.0% | 0.0% | 420 | -57,998 | -99.94% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 31 | 1 | 0.0% | — | 422 | +31 | New | Q4 2025 | Feb 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 30 | 1 | 0.0% | — | 428 | +30 | New | Q4 2025 | Feb 19, 2026 |
| PayPay Securities Corp | History | Added to | 31 | 1 | 0.03% | 0.04% | 425 | +7 | 29.17% | Q4 2025 | Jan 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 21 | 1 | 0.0% | 0.0% | 421 | +1 | 5.0% | Q4 2025 | Jan 07, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| New Millennium Group LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Global Wealth Strategies & Associates | History | No change | 21 | 1 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Japan Science & Technology Agency | History | Closed out | 0 | 0 | — | 2.0% | — | -2,150,000 | -100.0% | Q3 2025 | Oct 28, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.01% | — | -290,526 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.02% | — | -200,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Motiv8 Investments LLC | History | Closed out | 0 | 0 | — | 3.22% | — | -115,746 | -100.0% | Q3 2025 | Oct 23, 2025 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -72,632 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -35,323 | -100.0% | Q3 2025 | Oct 23, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Koss-Olinger Consulting, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,349 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,700 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearwater Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,663 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -6,673 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,236 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,035 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,846 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,481 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Shared Vision Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,081 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Veltria Advisors Corp. | History | Closed out | 0 | 0 | — | 1.12% | — | -4,895 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -4,790 | -100.0% | Q3 2025 | Nov 04, 2025 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -4,367 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Clearbridge Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,916 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pinion Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,864 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,066 | -100.0% | Q3 2025 | Nov 18, 2025 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,861 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,776 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,345 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,006 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -425 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealth Watch Advisors, INC | History | Reduced | 17 | 0 | — | 0.01% | — | -397 | -95.89% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -340 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -307 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -272 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -262 | -100.0% | Q3 2025 | Nov 06, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -250 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -159 | -100.0% | Q3 2025 | Oct 15, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Viewpoint Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Heritage Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Oct 07, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Oct 20, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Realta Investment Advisors | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HighMark Wealth Management LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quent Capital, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Nemes Rush Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |