iSHARES TRUST - USRT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 4,672,636 | 266,153 | 0.0% | 0.0% | 1 | +252,286 | 5.71% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,811,846 | 160,162 | 0.19% | 0.2% | 2 | -38,478 | -1.35% | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Added to | 2,164,347 | 123,281 | 0.01% | 0.0% | 3 | +1,136,903 | 110.65% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,841,087 | 104,868 | 0.07% | 0.07% | 4 | +92,589 | 5.3% | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,746,031 | 99,453 | 0.47% | — | 5 | +1,746,031 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,433,358 | 81,644 | 0.01% | 0.0% | 6 | +1,151,914 | 409.29% | Q4 2025 | Feb 17, 2026 |
| Trust Co of Tennessee | History | Added to | 1,107,489 | 63,081 | 12.53% | 13.43% | 7 | +23,120 | 2.13% | Q4 2025 | Jan 30, 2026 |
| Cerity Partners LLC | History | Added to | 871,899 | 49,663 | 0.07% | 0.08% | 8 | +1,240 | 0.14% | Q4 2025 | Feb 11, 2026 |
| Heritage Financial Services, LLC | History | Added to | 867,698 | 49,424 | 4.13% | 4.11% | 9 | +89,348 | 11.48% | Q4 2025 | Feb 02, 2026 |
| Disciplina Capital Management LLC | History | Added to | 768,873 | 43,795 | 5.01% | 4.9% | 10 | +82,788 | 12.07% | Q4 2025 | Feb 11, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 741,871 | 43,228 | 0.15% | 0.15% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 682,884 | 38,897 | 0.01% | 0.01% | 12 | -7,064 | -1.02% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 637,498 | 37,247 | 0.05% | 0.05% | 13 | +55,121 | 9.46% | Q4 2025 | Mar 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 624,700 | 35,582 | 0.05% | — | 14 | +624,700 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 589,379 | 33,571 | 0.01% | 0.01% | 15 | +147,838 | 33.48% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 564,160 | 32,134 | 0.04% | 0.03% | 16 | +41,028 | 7.84% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 537,928 | 30,640 | 0.53% | 0.54% | 17 | +19,119 | 3.69% | Q4 2025 | Jan 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 527,722 | 30,059 | 0.6% | 0.61% | 18 | +3,030 | 0.58% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 488,351 | 28,114 | 0.04% | 0.04% | 19 | +19,467 | 4.15% | Q4 2025 | Jan 08, 2026 |
| CHOREO, LLC | History | Reduced | 441,001 | 25,313 | 0.32% | 0.35% | 20 | -12,877 | -2.84% | Q4 2025 | Jan 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 418,898 | 24,024 | 0.04% | 0.05% | 21 | -48,284 | -10.34% | Q4 2025 | Feb 05, 2026 |
| Charles Schwab Trust Co | History | Reduced | 418,341 | 23,828 | 1.57% | 1.69% | 22 | -6,683 | -1.57% | Q4 2025 | Jan 09, 2026 |
| Rodgers & Associates, LTD | History | Added to | 376,251 | 21,431 | 2.17% | 2.14% | 23 | +22,274 | 6.29% | Q4 2025 | Jan 22, 2026 |
| 93 Financial Group, LLC | History | New | 365,381 | 20,812 | 9.06% | — | 24 | +365,381 | New | Q4 2025 | Feb 20, 2026 |
| STEPHENS INC /AR/ | History | Added to | 360,652 | 20,542 | 0.26% | 0.24% | 25 | +35,324 | 10.86% | Q4 2025 | Feb 05, 2026 |
| S. R. Schill & Associates | History | Reduced | 347,953 | 19,819 | 13.99% | 14.45% | 26 | -2,357 | -0.67% | Q4 2025 | Jan 23, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 328,323 | 18,701 | 4.2% | 4.5% | 27 | -19,180 | -5.52% | Q4 2025 | Jan 21, 2026 |
| Kestra Investment Management, LLC | History | Added to | 318,466 | 18,139 | 0.44% | 0.45% | 28 | +32,168 | 11.24% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 300,991 | 17,144 | 0.0% | 0.0% | 29 | -134,497 | -30.88% | Q4 2025 | Jan 29, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 298,031 | 16,975 | 1.75% | 1.94% | 30 | -23,356 | -7.27% | Q4 2025 | Jan 26, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Added to | 293,300 | 16,706 | 0.46% | 0.51% | 31 | +11,000 | 3.9% | Q4 2025 | Feb 13, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 279,540 | 15,922 | 1.48% | 1.58% | 32 | +6,506 | 2.38% | Q4 2025 | Feb 04, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 276,815 | 15,767 | 0.23% | 0.26% | 33 | -14,868 | -5.1% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 252,200 | 14,365 | 0.01% | 0.01% | 34 | +56,700 | 29.0% | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | Reduced | 245,358 | 14,291 | 0.04% | 0.05% | 35 | -2,519 | -1.02% | Q4 2025 | Feb 10, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 250,649 | 14,276 | 3.67% | 3.85% | 36 | +3,938 | 1.6% | Q4 2025 | Feb 03, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 247,263 | 14,084 | 1.75% | 2.73% | 37 | -150,630 | -37.86% | Q4 2025 | Feb 10, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 245,340 | 13,974 | 2.54% | 0.22% | 38 | +9,417 | 3.99% | Q4 2025 | Mar 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 244,201 | 13,909 | 0.03% | 0.03% | 39 | +18,323 | 8.11% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 237,501 | 13,531 | 0.02% | 0.02% | 40 | -59,823 | -20.12% | Q4 2025 | Feb 17, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 229,606 | 13,078 | 0.69% | 0.63% | 41 | +34,300 | 17.56% | Q4 2025 | Jan 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 215,121 | 12,252 | 0.0% | 0.0% | 42 | +6,533 | 3.13% | Q4 2025 | Feb 17, 2026 |
| Biltmore Wealth Management, LLC | History | Added to | 214,513 | 12,218 | 4.61% | 4.69% | 43 | +5,187 | 2.48% | Q4 2025 | Jan 16, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 204,279 | 11,635 | 1.62% | 1.63% | 44 | +10,815 | 5.59% | Q4 2025 | Feb 04, 2026 |
| Cetera Investment Advisers | History | Added to | 198,559 | 11,309 | 0.01% | 0.01% | 45 | +38,016 | 23.68% | Q4 2025 | Feb 17, 2026 |
| Glenview Trust Co | History | Reduced | 194,654 | 11,087 | 0.17% | 0.19% | 46 | -4,518 | -2.27% | Q4 2025 | Feb 09, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 178,154 | 10,147 | 1.09% | 1.23% | 47 | +29,704 | 20.01% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 167,074 | 9,516 | 0.05% | 0.06% | 48 | -3,668 | -2.15% | Q4 2025 | Feb 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 164,557 | 9,373 | 0.6% | 0.64% | 49 | -837 | -0.51% | Q4 2025 | Jan 26, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 163,822 | 9,331 | 3.01% | 0.79% | 50 | +81,633 | 99.32% | Q4 2025 | Jan 27, 2026 |
| Freedom Day Solutions, LLC | History | Added to | 160,334 | 9,132 | 2.48% | 2.53% | 51 | +1,538 | 0.97% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Management, Inc. | History | Added to | 154,237 | 8,785 | 1.43% | 1.43% | 52 | +7,161 | 4.87% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 147,288 | 8,454 | 0.32% | 0.01% | 53 | +145,666 | 8980.64% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Reduced | 141,106 | 8,037 | 0.24% | 0.29% | 54 | -11,485 | -7.53% | Q4 2025 | Feb 19, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 137,472 | 7,830 | 0.0% | 0.0% | 55 | -66,388 | -32.57% | Q4 2025 | Feb 11, 2026 |
| ERn Financial, LLC | History | Added to | 128,841 | 7,338 | 1.38% | 1.47% | 56 | +2,320 | 1.83% | Q4 2025 | Jan 15, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 128,759 | 7,334 | 0.71% | 0.9% | 57 | -52,084 | -28.8% | Q4 2025 | Jan 12, 2026 |
| Creative Planning | History | Added to | 125,974 | 7,175 | 0.01% | 0.01% | 58 | +1,806 | 1.45% | Q4 2025 | Feb 17, 2026 |
| Legacy Financial Group LLC | History | Reduced | 111,380 | 6,603 | 0.82% | 0.92% | 59 | -8,793 | -7.32% | Q4 2025 | Feb 05, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 114,062 | 6,496 | 2.17% | 2.27% | 60 | +10,326 | 9.95% | Q4 2025 | Feb 06, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 112,703 | 6,419 | 0.2% | 0.26% | 61 | -22,362 | -16.56% | Q4 2025 | Jan 06, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 107,840 | 6,142 | 0.94% | 1.07% | 62 | +23,746 | 28.24% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 107,134 | 6,102 | 0.01% | 0.01% | 63 | +4,532 | 4.42% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 106,787 | 6,082 | 0.01% | 0.01% | 64 | +2,853 | 2.75% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 102,469 | 5,836 | 0.0% | — | 65 | +102,469 | New | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 100,663 | 5,733 | 0.11% | — | 66 | +100,663 | New | Q4 2025 | Jan 14, 2026 |
| Peak Financial Management, Inc. | History | Added to | 98,791 | 5,627 | 1.45% | 1.51% | 67 | +1,753 | 1.81% | Q4 2025 | Jan 23, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 98,521 | 5,611 | 1.34% | 1.35% | 68 | +9,623 | 10.82% | Q4 2025 | Jan 12, 2026 |
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 97,080 | 5,529 | 15.25% | 16.51% | 69 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Wealth | History | Added to | 86,542 | 4,929 | 0.01% | 0.01% | 70 | +15,216 | 21.33% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 84,898 | 4,835 | 0.01% | 0.01% | 71 | +10,655 | 14.35% | Q4 2025 | Mar 16, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 79,585 | 4,533 | 2.21% | 2.15% | 72 | +5,345 | 7.2% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 76,337 | 4,348 | 0.0% | 0.0% | 73 | +8,022 | 11.74% | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 75,755 | 4,315 | 0.19% | 0.21% | 74 | -2,689 | -3.43% | Q4 2025 | Feb 13, 2026 |
| Prosperity Planning, Inc. | History | Added to | 75,117 | 4,278 | 1.12% | 1.12% | 75 | +4,684 | 6.65% | Q4 2025 | Jan 14, 2026 |
| Envision Financial LLC | History | Added to | 69,327 | 3,948 | 2.09% | 2.13% | 76 | +6,025 | 9.52% | Q4 2025 | Jan 07, 2026 |
| AXS Investments LLC | History | Reduced | 68,628 | 3,909 | 1.88% | 2.75% | 77 | -38,787 | -36.11% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 68,387 | 3,895 | 0.0% | 0.0% | 78 | +8,639 | 14.46% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 67,868 | 3,865 | 0.07% | 0.08% | 79 | -2,633 | -3.73% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 66,916 | 3,811 | 0.13% | 0.14% | 80 | -586 | -0.87% | Q4 2025 | Jan 13, 2026 |
| Windsor Capital Management, LLC | History | Added to | 65,261 | 3,717 | 1.03% | 1.05% | 81 | +477 | 0.74% | Q4 2025 | Jan 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 63,609 | 3,623 | 0.0% | 0.0% | 82 | +11,566 | 22.22% | Q4 2025 | Mar 25, 2026 |
| Naviter Wealth, LLC | History | Added to | 62,871 | 3,581 | 0.47% | 0.28% | 83 | +22,498 | 55.73% | Q4 2025 | Jan 21, 2026 |
| Waverly Advisors, LLC | History | Reduced | 62,106 | 3,537 | 0.03% | 0.04% | 84 | -187 | -0.3% | Q4 2025 | Feb 17, 2026 |
| Fund Evaluation Group, LLC | History | No change | 62,010 | 3,532 | 0.12% | 0.13% | 85 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 59,472 | 3,387 | 0.47% | 0.42% | 86 | +13,763 | 30.11% | Q4 2025 | Jan 21, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 55,345 | 3,344 | 1.48% | 1.37% | 87 | +6,033 | 12.23% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 58,580 | 3,336 | 0.01% | 0.01% | 88 | +8,733 | 17.52% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 55,991 | 3,189 | 0.08% | 0.08% | 89 | +3,555 | 6.78% | Q4 2025 | Jan 23, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 54,211 | 3,087 | 0.96% | 0.87% | 90 | +9,727 | 21.87% | Q4 2025 | Jan 07, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 54,092 | 3,081 | 0.5% | 0.35% | 91 | +22,709 | 72.36% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 53,947 | 3,072 | 0.0% | 0.0% | 92 | -1,677 | -3.01% | Q4 2025 | Feb 18, 2026 |
| Independent Wealth Network Inc. | History | Added to | 50,155 | 2,856 | 0.87% | 0.9% | 93 | +2,284 | 4.77% | Q4 2025 | Jan 26, 2026 |
| COMMERCE BANK | History | Added to | 50,014 | 2,848 | 0.02% | 0.01% | 94 | +4,195 | 9.16% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 48,207 | 2,745 | 0.17% | 0.18% | 95 | +1,336 | 2.85% | Q4 2025 | Feb 06, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 47,947 | 2,731 | 2.31% | 1.88% | 96 | +11,693 | 32.25% | Q4 2025 | Jan 09, 2026 |
| Pathstone Holdings, LLC | History | New | 47,234 | 2,690 | 0.01% | — | 97 | +47,234 | New | Q4 2025 | Feb 13, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 46,196 | 2,631 | 2.31% | — | 98 | +46,196 | New | Q4 2025 | Feb 18, 2026 |
| Equitable Holdings, Inc. | History | Added to | 43,853 | 2,497 | 0.02% | 0.02% | 99 | +3,793 | 9.47% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 42,279 | 2,408 | 1.26% | 1.28% | 100 | +3,589 | 9.28% | Q4 2025 | Jan 16, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 41,970 | 2,390 | 1.71% | 1.97% | 101 | +1,113 | 2.72% | Q4 2025 | Feb 10, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 41,718 | 2,376 | 1.05% | 1.14% | 102 | -1,085 | -2.53% | Q4 2025 | Feb 04, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 41,256 | 2,349 | 0.05% | — | 103 | +41,256 | New | Q4 2025 | Feb 17, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Added to | 40,817 | 2,324 | 0.71% | 0.1% | 104 | +35,539 | 673.34% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 38,724 | 2,205 | 0.05% | 0.02% | 105 | +23,722 | 158.13% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 38,362 | 2,185 | 0.02% | 0.02% | 106 | +2,381 | 6.62% | Q4 2025 | Feb 12, 2026 |
| Apollon Financial, LLC | History | Added to | 38,035 | 2,166 | 0.31% | 0.31% | 107 | +6,279 | 19.77% | Q4 2025 | Jan 22, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 37,941 | 2,161 | 1.49% | 1.58% | 108 | +8 | 0.02% | Q4 2025 | Jan 22, 2026 |
| STATE STREET CORP | History | Reduced | 35,900 | 2,044 | 0.0% | 0.0% | 109 | -1,000 | -2.71% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 35,085 | 1,998 | 0.0% | 0.0% | 110 | +26,549 | 311.02% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 33,528 | 1,909 | 0.01% | 0.01% | 111 | +17,672 | 111.45% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 33,515 | 1,909 | 0.01% | 0.01% | 112 | +5,062 | 17.79% | Q4 2025 | Feb 13, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 33,233 | 1,893 | 0.25% | 0.26% | 113 | +12 | 0.04% | Q4 2025 | Jan 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 31,785 | 1,824 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 31,863 | 1,814 | 0.02% | 0.04% | 115 | -26,828 | -45.71% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 31,729 | 1,807 | 0.0% | 0.0% | 116 | +1,012 | 3.29% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 31,664 | 1,803 | 0.01% | 0.01% | 117 | -9,430 | -22.95% | Q4 2025 | Jan 29, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 30,837 | 1,756 | 1.48% | — | 118 | +30,837 | New | Q4 2025 | Jan 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 30,733 | 1,750 | 0.03% | 0.05% | 119 | +7,400 | 31.71% | Q4 2025 | Feb 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 30,278 | 1,724 | 0.15% | 0.18% | 120 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Jump Financial, LLC | History | New | 30,146 | 1,717 | 0.02% | — | 121 | +30,146 | New | Q4 2025 | Feb 17, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 29,875 | 1,701 | 0.84% | 0.9% | 122 | +377 | 1.28% | Q4 2025 | Jan 22, 2026 |
| Alpha Financial Partners, LLC | History | Added to | 29,341 | 1,671 | 1.02% | 0.34% | 123 | +20,467 | 230.64% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 28,809 | 1,640 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 28,484 | 1,622 | 1.46% | — | 125 | +28,484 | New | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 28,309 | 1,612 | 0.01% | — | 126 | +28,309 | New | Q4 2025 | Feb 18, 2026 |
| RFG Advisory, LLC | History | Added to | 27,576 | 1,570 | 0.03% | 0.03% | 127 | +4,977 | 22.02% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 27,075 | 1,542 | 0.0% | 0.0% | 128 | +13,469 | 98.99% | Q4 2025 | Feb 05, 2026 |
| Spartan Planning & Wealth Management | History | Added to | 26,665 | 1,518 | 1.12% | 1.12% | 129 | +2,207 | 9.02% | Q4 2025 | Jan 08, 2026 |
| Prospect Financial Group LLC | History | Added to | 26,636 | 1,517 | 1.41% | 1.44% | 130 | +1,472 | 5.85% | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Reduced | 26,423 | 1,505 | 0.01% | 0.01% | 131 | -1,566 | -5.6% | Q4 2025 | Feb 10, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 25,838 | 1,471 | 0.53% | 0.55% | 132 | +689 | 2.74% | Q4 2025 | Jan 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 25,710 | 1,464 | 0.01% | 0.01% | 133 | +102 | 0.4% | Q4 2025 | Feb 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 24,979 | 1,422 | 0.05% | 0.05% | 134 | +3,455 | 16.05% | Q4 2025 | Feb 12, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | New | 24,822 | 1,413 | 0.02% | — | 135 | +24,822 | New | Q4 2025 | Feb 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 23,393 | 1,332 | 0.05% | 0.05% | 136 | +2,147 | 10.11% | Q4 2025 | Feb 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 23,208 | 1,321 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 22,900 | 1,317 | 0.61% | 0.52% | 138 | +4,690 | 25.76% | Q4 2025 | Feb 04, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 22,798 | 1,303 | 0.04% | 0.04% | 139 | -857 | -3.62% | Q4 2025 | Jan 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 22,800 | 1,298 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 22,511 | 1,282 | 0.2% | 0.22% | 141 | +1,453 | 6.9% | Q4 2025 | Jan 23, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 22,303 | 1,270 | 0.05% | 0.03% | 142 | +2,900 | 14.95% | Q4 2025 | Feb 04, 2026 |
| Shum Financial Group, Inc. | History | Reduced | 22,217 | 1,265 | 0.91% | 0.98% | 143 | -66 | -0.3% | Q4 2025 | Jan 15, 2026 |
| Destiny Capital Corp/CO | History | Added to | 22,086 | 1,258 | 0.65% | 0.64% | 144 | +2,131 | 10.68% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 21,655 | 1,233 | 0.01% | — | 145 | +21,655 | New | Q4 2025 | Feb 05, 2026 |
| Ellenbecker Investment Group | History | Reduced | 20,792 | 1,184 | 0.17% | 0.21% | 146 | -3,780 | -15.38% | Q4 2025 | Jan 30, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 20,294 | 1,155 | 0.13% | 0.13% | 147 | +428 | 2.15% | Q4 2025 | Jan 23, 2026 |
| Neuberger Berman Group LLC | History | Added to | 20,105 | 1,145 | 0.0% | 0.0% | 148 | +105 | 0.53% | Q4 2025 | Feb 13, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 19,845 | 1,130 | 0.15% | 0.17% | 149 | -217 | -1.08% | Q4 2025 | Jan 09, 2026 |
| Wealthcare Capital Partners, LLC | History | New | 19,092 | 1,087 | 0.51% | — | 150 | +19,092 | New | Q4 2025 | Jan 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 18,959 | 1,079 | 0.0% | 0.0% | 151 | +5,893 | 45.1% | Q4 2025 | Feb 02, 2026 |
| VestGen Advisors, LLC | History | Added to | 18,927 | 1,078 | 0.05% | 0.04% | 152 | +700 | 3.84% | Q4 2025 | Feb 17, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Added to | 18,840 | 1,073 | 0.19% | 0.16% | 153 | +2,850 | 17.82% | Q4 2025 | Jan 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 18,640 | 1,061 | 0.0% | 0.0% | 154 | -10,371 | -35.75% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,342 | 1,044 | 0.0% | 0.0% | 155 | +1,715 | 10.31% | Q4 2025 | Feb 17, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 17,918 | 1,020 | 0.27% | 0.29% | 156 | +82 | 0.46% | Q4 2025 | Feb 11, 2026 |
| Strategic Financial Planning, Inc. | History | Added to | 17,737 | 1,010 | 0.57% | 0.6% | 157 | +4 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Kagan Cocozza Asset Management | History | Reduced | 17,388 | 990 | 0.7% | 0.77% | 158 | -14 | -0.08% | Q4 2025 | Jan 23, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 17,247 | 982 | 0.6% | 0.67% | 159 | -746 | -4.15% | Q4 2025 | Jan 26, 2026 |
| Fonville Wealth Management LLC | History | Added to | 17,217 | 980 | 0.2% | 0.15% | 160 | +5,800 | 50.8% | Q4 2025 | Jan 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 17,176 | 978 | 0.87% | 0.94% | 161 | -132 | -0.76% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Added to | 17,166 | 977 | 0.0% | 0.0% | 162 | +5,651 | 49.08% | Q4 2025 | Jan 29, 2026 |
| Nolet Wealth Management, LLC | History | New | 16,515 | 940 | 0.52% | — | 163 | +16,515 | New | Q4 2025 | Feb 27, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 16,358 | 931 | 0.07% | 0.08% | 164 | -1,096 | -6.28% | Q4 2025 | Feb 18, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 15,969 | 909 | 0.18% | 0.16% | 165 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,770 | 898 | 0.0% | 0.0% | 166 | +9,481 | 150.76% | Q4 2025 | Feb 17, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 15,776 | 898 | 0.53% | 0.65% | 167 | -2,053 | -11.51% | Q4 2025 | Jan 21, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 15,762 | 897 | 0.08% | 0.14% | 168 | -9,942 | -38.68% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 15,677 | 892 | 0.01% | 0.01% | 169 | -289 | -1.81% | Q4 2025 | Jan 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 15,514 | 883 | 0.7% | — | 171 | +15,514 | New | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 15,505 | 883 | 0.0% | — | 170 | +15,505 | New | Q4 2025 | Feb 17, 2026 |
| Range Financial Group LLC | History | Added to | 15,279 | 870 | 0.3% | 0.32% | 172 | +57 | 0.37% | Q4 2025 | Jan 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 15,004 | 854 | 0.1% | 0.1% | 173 | -36 | -0.24% | Q4 2025 | Jan 14, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 14,878 | 847 | 0.11% | 0.11% | 174 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 14,721 | 838 | 0.15% | 0.15% | 175 | +182 | 1.25% | Q4 2025 | Feb 02, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 14,700 | 837 | 0.25% | 0.28% | 176 | -523 | -3.44% | Q4 2025 | Jan 22, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | New | 14,566 | 829 | 0.09% | — | 177 | +14,566 | New | Q4 2025 | Feb 18, 2026 |
| River Street Advisors LLC | History | Added to | 14,242 | 811 | 0.3% | 0.31% | 178 | +420 | 3.04% | Q4 2025 | Jan 26, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 13,916 | 792 | 0.17% | 0.19% | 179 | -335 | -2.35% | Q4 2025 | Jan 05, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 13,736 | 782 | 0.08% | 0.08% | 180 | +28 | 0.2% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 13,419 | 764 | 0.0% | 0.0% | 181 | +264 | 2.01% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 13,219 | 752 | 0.0% | 0.0% | 182 | +850 | 6.87% | Q4 2025 | Feb 13, 2026 |
| Aureus Asset Management, LLC | History | Reduced | 12,923 | 736 | 0.05% | 0.05% | 183 | -31 | -0.24% | Q4 2025 | Feb 17, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 12,645 | 720 | 0.26% | 0.26% | 184 | -387 | -2.97% | Q4 2025 | Feb 03, 2026 |
| Baird Financial Group, Inc. | History | Added to | 12,619 | 718 | 0.0% | 0.0% | 185 | +1,548 | 13.98% | Q4 2025 | Feb 13, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 12,421 | 707 | 0.15% | 0.25% | 186 | -7,204 | -36.71% | Q4 2025 | Jan 14, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 12,302 | 700 | 0.12% | 0.13% | 187 | -370 | -2.92% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Reduced | 12,132 | 691 | 0.0% | 0.01% | 188 | -2,386 | -16.43% | Q4 2025 | Jan 26, 2026 |
| WealthCollab, LLC | History | Added to | 12,131 | 690 | 0.28% | 0.31% | 189 | +468 | 4.01% | Q4 2025 | Jan 27, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 11,953 | 680 | 0.03% | 0.04% | 190 | -2,198 | -15.53% | Q4 2025 | Jan 23, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 11,809 | 672 | 0.42% | 0.25% | 191 | +5,564 | 89.1% | Q4 2025 | Feb 10, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 11,792 | 671 | 0.32% | 0.12% | 192 | +3,987 | 51.08% | Q4 2025 | Feb 06, 2026 |
| Amicus Financial Advisors, LLC | History | New | 11,760 | 669 | 0.19% | — | 194 | +11,760 | New | Q4 2025 | Mar 02, 2026 |
| 1832 Asset Management L.P. | History | Added to | 11,758 | 669 | 0.0% | 0.0% | 193 | +2,794 | 31.17% | Q4 2025 | Feb 13, 2026 |
| J2 Capital Management Inc | History | Added to | 11,585 | 659 | 0.48% | 0.49% | 195 | +440 | 3.95% | Q4 2025 | Jan 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,516 | 655 | 0.01% | 0.01% | 196 | +1,424 | 14.11% | Q4 2025 | Jan 29, 2026 |
| Darden Wealth Group Inc | History | New | 11,300 | 643 | 0.31% | — | 197 | +11,300 | New | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 11,218 | 638 | 0.04% | 0.05% | 198 | -256 | -2.23% | Q4 2025 | Feb 20, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 11,108 | 632 | 0.09% | 0.07% | 199 | +2,464 | 28.51% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 11,092 | 631 | 0.05% | 0.05% | 200 | +50 | 0.45% | Q4 2025 | Feb 13, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 10,866 | 618 | 0.09% | 0.1% | 201 | +204 | 1.91% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 10,799 | 615 | 0.0% | — | 202 | +10,799 | New | Q4 2025 | Feb 12, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 10,804 | 615 | 0.11% | 0.12% | 203 | +169 | 1.59% | Q4 2025 | Jan 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,669 | 607 | 0.01% | 0.01% | 204 | +233 | 2.23% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,310 | 587 | 0.0% | 0.0% | 205 | +4,105 | 66.16% | Q4 2025 | Jan 05, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 10,309 | 587 | 0.04% | 0.03% | 206 | +3,577 | 53.13% | Q4 2025 | Feb 18, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 10,240 | 583 | 0.16% | 0.17% | 207 | -562 | -5.2% | Q4 2025 | Feb 04, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 10,181 | 579 | 0.24% | 0.24% | 208 | +599 | 6.25% | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | Added to | 9,960 | 567 | 0.0% | 0.0% | 209 | +328 | 3.41% | Q4 2025 | Jan 28, 2026 |
| HF Advisory Group, LLC | History | Added to | 9,621 | 548 | 0.19% | 0.2% | 210 | +378 | 4.09% | Q4 2025 | Jan 23, 2026 |
| Garde Capital, Inc. | History | Added to | 9,588 | 546 | 0.03% | 0.03% | 211 | +825 | 9.41% | Q4 2025 | Feb 10, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 9,570 | 545 | 0.04% | 0.05% | 212 | -728 | -7.07% | Q4 2025 | Jan 16, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 9,188 | 523 | 0.04% | 0.04% | 213 | -720 | -7.27% | Q4 2025 | Jan 16, 2026 |
| Composition Wealth, LLC | History | Reduced | 9,026 | 514 | 0.01% | 0.01% | 214 | -41 | -0.45% | Q4 2025 | Feb 02, 2026 |
| Mutual Advisors, LLC | History | Reduced | 8,805 | 501 | 0.01% | 0.01% | 215 | -755 | -7.9% | Q4 2025 | Feb 02, 2026 |
| NATIXIS | History | Reduced | 8,600 | 492 | 0.0% | 0.0% | 216 | -366 | -4.08% | Q4 2025 | Feb 13, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 8,586 | 489 | 0.2% | 0.26% | 217 | -1,476 | -14.67% | Q4 2025 | Jan 21, 2026 |
| Sharper & Granite LLC | History | Reduced | 8,585 | 489 | 0.17% | 0.19% | 218 | -535 | -5.87% | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 8,575 | 488 | 0.01% | 0.01% | 219 | -837 | -8.89% | Q4 2025 | Feb 09, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Reduced | 8,519 | 485 | 0.44% | 0.48% | 220 | -122 | -1.41% | Q4 2025 | Feb 05, 2026 |
| CGN Advisors LLC | History | Reduced | 8,358 | 476 | 0.04% | 0.05% | 221 | -1,044 | -11.1% | Q4 2025 | Jan 05, 2026 |
| MBL Wealth, LLC | History | No change | 8,332 | 474 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,318 | 473 | 0.0% | — | 223 | +8,318 | New | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 8,297 | 472 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 8,196 | 466 | 0.0% | 0.0% | 225 | +806 | 10.91% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 8,049 | 458 | 0.0% | 0.0% | 226 | -102 | -1.25% | Q4 2025 | Feb 13, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 7,929 | 451 | 0.04% | 0.04% | 227 | +769 | 10.74% | Q4 2025 | Feb 06, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 7,636 | 434 | 0.18% | 0.19% | 228 | +155 | 2.07% | Q4 2025 | Jan 14, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 7,452 | 424 | 0.12% | 0.08% | 229 | +3,623 | 94.62% | Q4 2025 | Jan 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,330 | 417 | 0.01% | 0.01% | 230 | +3 | 0.04% | Q4 2025 | Feb 11, 2026 |
| RHS Financial, LLC | History | New | 7,286 | 415 | 0.2% | — | 231 | +7,286 | New | Q4 2025 | Jan 16, 2026 |
| Betterment LLC | History | Reduced | 7,097 | 404 | 0.0% | 0.0% | 232 | -1,138 | -13.82% | Q4 2025 | Feb 12, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 7,045 | 401 | 0.24% | 0.18% | 233 | +2,266 | 47.42% | Q4 2025 | Jan 22, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 6,926 | 394 | 0.25% | 0.28% | 234 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 6,897 | 392 | 0.15% | 0.16% | 235 | -124 | -1.77% | Q4 2025 | Feb 05, 2026 |
| Summit Financial Consulting LLC | History | Added to | 6,866 | 391 | 0.28% | 0.28% | 236 | +892 | 14.93% | Q4 2025 | Jan 23, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 6,748 | 384 | 0.11% | 0.12% | 237 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 6,708 | 382 | 0.0% | 0.0% | 238 | -57 | -0.84% | Q4 2025 | Feb 11, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 6,646 | 378 | 0.05% | 0.06% | 239 | -221 | -3.22% | Q4 2025 | Jan 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 6,594 | 375 | 0.01% | 0.01% | 240 | -199 | -2.93% | Q4 2025 | Feb 10, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 6,258 | 356 | 0.03% | — | 241 | +6,258 | New | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | New | 6,239 | 355 | 0.01% | — | 242 | +6,239 | New | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 6,080 | 346 | 0.0% | 0.0% | 243 | -120 | -1.94% | Q4 2025 | Jan 21, 2026 |
| Rehmann Capital Advisory Group | History | New | 6,070 | 345 | 0.02% | — | 244 | +6,070 | New | Q4 2025 | Mar 04, 2026 |
| VERITY Wealth Advisors | History | No change | 5,996 | 341 | 0.21% | 0.22% | 245 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NORTHERN TRUST CORP | History | New | 5,984 | 340 | 0.0% | — | 246 | +5,984 | New | Q4 2025 | Feb 17, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 5,867 | 334 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RDA Financial Network | History | Reduced | 5,709 | 325 | 0.08% | 0.1% | 249 | -980 | -14.65% | Q4 2025 | Jan 06, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 5,707 | 325 | 0.21% | 0.25% | 250 | -745 | -11.55% | Q4 2025 | Feb 05, 2026 |
| RVW Wealth, LLC | History | No change | 5,717 | 325 | 0.02% | 0.03% | 248 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 5,695 | 324 | 0.15% | 0.16% | 251 | -87 | -1.5% | Q4 2025 | Jan 16, 2026 |
| Tidemark, LLC | History | Added to | 5,646 | 321 | 0.09% | 0.09% | 252 | +672 | 13.51% | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 5,609 | 319 | 0.0% | — | 253 | +5,609 | New | Q4 2025 | Jan 29, 2026 |
| Veracity Capital LLC | History | Added to | 5,577 | 317 | 0.09% | 0.1% | 254 | +461 | 9.01% | Q4 2025 | Jan 29, 2026 |
| REDW Wealth LLC | History | Added to | 5,520 | 314 | 0.12% | 0.12% | 255 | +4 | 0.07% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,440 | 309 | 0.0% | 0.0% | 256 | +316 | 6.17% | Q4 2025 | Feb 17, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | New | 5,338 | 304 | 0.14% | — | 257 | +5,338 | New | Q4 2025 | Jan 22, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 5,335 | 303 | 0.01% | 0.01% | 258 | +911 | 20.59% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 5,198 | 302 | 0.01% | 0.01% | 259 | +1,259 | 31.96% | Q4 2025 | Feb 03, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 5,269 | 300 | 0.0% | 0.0% | 260 | -5,269 | -50.0% | Q4 2025 | Feb 13, 2026 |
| BDFS Capital LLC | History | New | 5,066 | 288 | 0.15% | — | 261 | +5,066 | New | Q4 2025 | Feb 26, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 5,010 | 285 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| OneAscent Financial Services LLC | History | New | 4,902 | 279 | 0.03% | — | 263 | +4,902 | New | Q4 2025 | Feb 11, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 4,851 | 276 | 0.14% | 0.14% | 264 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Finley Financial, LLC | History | No change | 4,780 | 272 | 0.12% | 0.13% | 265 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| United Advisor Group, LLC | History | Added to | 4,672 | 266 | 0.03% | 0.04% | 266 | +128 | 2.82% | Q4 2025 | Jan 26, 2026 |
| Nautilus Advisors LLC | History | New | 4,665 | 265 | 0.17% | — | 267 | +4,665 | New | Q4 2025 | Jan 22, 2026 |
| NWF Advisory Services Inc. | History | No change | 4,598 | 261 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| HCR Wealth Advisors | History | New | 4,537 | 258 | 0.03% | — | 269 | +4,537 | New | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,477 | 254 | 0.0% | 0.0% | 270 | +2,437 | 119.46% | Q4 2025 | Feb 18, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | New | 4,399 | 250 | 0.02% | — | 271 | +4,399 | New | Q4 2025 | Jan 20, 2026 |
| Values Added Financial LLC | History | Reduced | 4,383 | 249 | 0.11% | 0.12% | 272 | -388 | -8.13% | Q4 2025 | Jan 16, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 4,343 | 247 | 0.05% | 0.07% | 273 | -654 | -13.09% | Q4 2025 | Jan 09, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 4,301 | 244 | 0.15% | 0.15% | 274 | +143 | 3.44% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,273 | 243 | 0.0% | 0.0% | 275 | +3 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 4,111 | 234 | 0.01% | 0.01% | 276 | +68 | 1.68% | Q4 2025 | Feb 17, 2026 |
| PDS Planning, Inc | History | New | 4,061 | 231 | 0.02% | — | 277 | +4,061 | New | Q4 2025 | Jan 26, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 4,054 | 230 | 0.0% | 0.0% | 278 | -11 | -0.27% | Q4 2025 | Feb 03, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 4,032 | 229 | 0.02% | 0.03% | 279 | -22 | -0.54% | Q4 2025 | Feb 18, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 4,013 | 228 | 0.1% | 0.09% | 282 | +484 | 13.71% | Q4 2025 | Jan 16, 2026 |
| Brown Financial Advisory | History | Reduced | 4,003 | 228 | 0.12% | 0.13% | 283 | -267 | -6.25% | Q4 2025 | Jan 29, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 4,012 | 228 | 0.08% | 0.08% | 280 | +9 | 0.22% | Q4 2025 | Jan 27, 2026 |
| EPIQ PARTNERS, LLC | History | No change | 4,009 | 228 | 0.11% | 0.11% | 281 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,990 | 227 | 0.02% | 0.02% | 284 | +58 | 1.48% | Q4 2025 | Feb 03, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 3,963 | 225 | 0.02% | 0.0% | 285 | +3,759 | 1842.65% | Q4 2025 | Feb 17, 2026 |
| Goodwin Investment Advisory | History | Reduced | 3,922 | 223 | 0.24% | 0.3% | 286 | -803 | -16.99% | Q4 2025 | Feb 09, 2026 |
| NewEdge Wealth, LLC | History | No change | 3,918 | 223 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 3,882 | 221 | 0.0% | 0.0% | 288 | +151 | 4.05% | Q4 2025 | Jan 20, 2026 |
| GWN SECURITIES INC. | History | Added to | 3,825 | 217 | 0.04% | 0.05% | 289 | +294 | 8.33% | Q4 2025 | Feb 11, 2026 |
| DV Trading LLC | History | New | 3,808 | 216 | 0.01% | — | 290 | +3,808 | New | Q4 2025 | Feb 17, 2026 |
| IRON Financial LLC | History | Added to | 3,775 | 215 | 0.1% | 0.1% | 291 | +43 | 1.15% | Q4 2025 | Jan 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3,697 | 210 | 0.0% | 0.01% | 292 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aznar Financial Advisors, LLC | History | New | 3,599 | 205 | 0.2% | — | 293 | +3,599 | New | Q4 2025 | Feb 19, 2026 |
| Olde Wealth Management, LLC | History | New | 3,585 | 204 | 0.06% | — | 295 | +3,585 | New | Q4 2025 | Feb 12, 2026 |
| Roundview Capital LLC | History | No change | 3,597 | 204 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,580 | 203 | 0.0% | 0.0% | 297 | -1,197 | -25.06% | Q4 2025 | Jan 26, 2026 |
| Advisory Alpha, LLC | History | Reduced | 3,565 | 203 | 0.01% | 0.01% | 296 | -452 | -11.25% | Q4 2025 | Feb 06, 2026 |
| Andrews Advisory Associates, LLC | History | New | 3,536 | 201 | 0.11% | — | 298 | +3,536 | New | Q4 2025 | Feb 18, 2026 |
| Westfuller Advisors, LLC | History | New | 3,506 | 199 | 0.08% | — | 299 | +3,506 | New | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,330 | 189 | 0.0% | 0.0% | 300 | +1,278 | 62.28% | Q4 2025 | Feb 06, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | Reduced | 3,300 | 188 | 0.09% | 0.21% | 301 | -4,200 | -56.0% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 2,963 | 168 | 0.01% | 0.01% | 302 | -898 | -23.26% | Q4 2025 | Jan 21, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 2,843 | 161 | 0.03% | 0.04% | 303 | -146 | -4.88% | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 2,754 | 156 | 0.0% | 0.0% | 304 | -229 | -7.68% | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | No change | 2,755 | 156 | 0.0% | 0.01% | 305 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 2,565 | 146 | 0.0% | 0.0% | 306 | +669 | 35.28% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 2,447 | 139 | 0.0% | — | 307 | +2,447 | New | Q4 2025 | Feb 17, 2026 |
| Navalign, LLC | History | New | 2,411 | 137 | 0.03% | — | 308 | +2,411 | New | Q4 2025 | Feb 05, 2026 |
| Biltmore Family Office, LLC | History | No change | 2,306 | 131 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Asset Dedication, LLC | History | No change | 2,274 | 129 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bangor Savings Bank | History | No change | 2,220 | 126 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,069 | 117 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 1,828 | 104 | 0.04% | 0.04% | 313 | -49 | -2.61% | Q4 2025 | Jan 20, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 1,550 | 88 | 0.01% | 0.01% | 314 | -99 | -6.0% | Q4 2025 | Jan 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,472 | 83 | 0.0% | 0.0% | 315 | +106 | 7.76% | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 1,425 | 81 | 0.0% | 0.0% | 316 | +915 | 179.41% | Q4 2025 | Feb 06, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 1,389 | 79 | 0.0% | 0.0% | 317 | +715 | 106.08% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,361 | 77 | 0.0% | 0.0% | 318 | +66 | 5.1% | Q4 2025 | Feb 06, 2026 |
| Financial Perspectives, Inc | History | New | 1,315 | 74 | 0.02% | — | 319 | +1,315 | New | Q4 2025 | Jan 28, 2026 |
| Copia Wealth Management | History | No change | 1,247 | 71 | 0.05% | 0.05% | 320 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Added to | 1,235 | 70 | 0.0% | 0.0% | 321 | +432 | 53.8% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,238 | 70 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | Added to | 1,126 | 64 | 0.0% | 0.0% | 323 | +866 | 333.08% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,024 | 58 | 0.01% | — | 324 | +1,024 | New | Q4 2025 | Feb 13, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 940 | 53 | 0.04% | 0.05% | 325 | -102 | -9.79% | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | No change | 900 | 51 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fairscale Capital, LLC | History | No change | 906 | 51 | 0.03% | 0.04% | 327 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 831 | 47 | 0.0% | 0.0% | 328 | +223 | 36.68% | Q4 2025 | Feb 02, 2026 |
| SHP Wealth Management | History | New | 815 | 46 | 0.0% | — | 329 | +815 | New | Q4 2025 | Mar 04, 2026 |
| Cape Investment Advisory, Inc. | History | New | 726 | 41 | 0.01% | — | 330 | +726 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 713 | 40 | 0.0% | — | 332 | +712 | 71200.0% | Q4 2025 | Feb 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 709 | 40 | 0.0% | — | 331 | +709 | New | Q4 2025 | Feb 12, 2026 |
| Archer Investment Corp | History | No change | 692 | 39 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 661 | 37 | 0.03% | — | 335 | +661 | New | Q4 2025 | Mar 05, 2026 |
| CWM, LLC | History | Added to | 654 | 37 | 0.0% | 0.0% | 334 | +63 | 10.66% | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | Added to | 641 | 36 | 0.0% | 0.0% | 336 | +378 | 143.73% | Q4 2025 | Jan 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 600 | 34 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Covenant Partners, LLC | History | Added to | 592 | 33 | 0.01% | 0.01% | 339 | +33 | 5.9% | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | No change | 593 | 33 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | Added to | 548 | 31 | 0.0% | 0.0% | 340 | +57 | 11.61% | Q4 2025 | Feb 10, 2026 |
| Smithfield Trust Co | History | No change | 521 | 30 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Financial Freedom, LLC | History | Added to | 525 | 29 | 0.01% | 0.01% | 342 | +6 | 1.16% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | New | 506 | 28 | 0.0% | — | 343 | +506 | New | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 426 | 24 | 0.0% | 0.0% | 344 | -394 | -48.05% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 404 | 23 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 364 | 20 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Miller Capital Partners, Inc. | History | New | 350 | 19 | 0.01% | — | 348 | +350 | New | Q4 2025 | Feb 17, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 347 | 19 | 0.01% | — | 347 | +347 | New | Q4 2025 | Feb 11, 2026 |
| Investors Research Corp | History | No change | 331 | 18 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 305 | 17 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | No change | 314 | 17 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 292 | 16 | 0.0% | 0.0% | 353 | +134 | 84.81% | Q4 2025 | Jan 21, 2026 |
| ASSETMARK, INC | History | Reduced | 290 | 16 | 0.0% | 0.0% | 352 | -5 | -1.69% | Q4 2025 | Jan 23, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 260 | 14 | 0.0% | — | 355 | +260 | New | Q4 2025 | Jan 27, 2026 |
| Larson Financial Group LLC | History | Added to | 261 | 14 | 0.0% | 0.0% | 354 | +195 | 295.45% | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Co / SC | History | Reduced | 234 | 13 | 0.0% | 0.0% | 357 | -94 | -28.66% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 231 | 13 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Legacy Bridge, LLC | History | Reduced | 218 | 12 | 0.0% | 0.01% | 359 | -61 | -21.86% | Q4 2025 | Jan 23, 2026 |
| North Star Investment Management Corp. | History | Added to | 216 | 12 | 0.0% | 0.0% | 358 | +3 | 1.41% | Q4 2025 | Jan 30, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 165 | 9 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Center for Financial Planning, Inc. | History | New | 135 | 7 | 0.0% | — | 361 | +135 | New | Q4 2025 | Feb 05, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 120 | 6 | 0.01% | — | 362 | +120 | New | Q4 2025 | Feb 10, 2026 |
| Strive Financial Group ,LLC | History | New | 93 | 5 | 0.0% | — | 366 | +93 | New | Q4 2025 | Feb 18, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 97 | 5 | 0.0% | 0.0% | 365 | +1 | 1.04% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 100 | 5 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Realta Investment Advisors | History | Added to | 75 | 4 | 0.0% | 0.0% | 367 | +47 | 167.86% | Q4 2025 | Jan 20, 2026 |
| Breakwater Investment Management | History | No change | 80 | 4 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 62 | 3 | 0.0% | — | 370 | +62 | New | Q4 2025 | Jan 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 58 | 3 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 48 | 2 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Russell Investments Group, Ltd. | History | No change | 39 | 2 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 37 | 2 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 29 | 1 | 0.0% | — | 374 | +29 | New | Q4 2025 | Feb 13, 2026 |
| Greenline Wealth Management LLC | History | New | 26 | 1 | 0.0% | — | 376 | +26 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Johns Hopkins University | History | Closed out | 0 | 0 | — | 2.84% | — | -868,007 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Blue Edge Capital, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -32,455 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,621 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -13,297 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,052 | -100.0% | Q3 2025 | Oct 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,899 | -100.0% | Q3 2025 | Nov 03, 2025 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -5,794 | -100.0% | Q3 2025 | Nov 05, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,003 | -100.0% | Q3 2025 | Feb 04, 2026 |
| HORAN Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,852 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,625 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Trademark Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,477 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Investment Planning Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,462 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,023 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,165 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -740 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Bear Mountain Capital, Inc. | History | Reduced | 4 | 0 | — | 0.0% | — | -71 | -94.67% | Q4 2025 | Jan 22, 2026 |
| Colonial Trust Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Nov 05, 2025 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Oct 31, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Hamilton Point Investment Advisors, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 12, 2026 |
| Creative Capital Management Investments LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 23, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Qube Research & Technologies Ltd | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Paladin Advisory Group, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Hughes Financial Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |