iSHARES TRUST - VLUE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 22,746,544 | 3,110,134 | 1.97% | 1.85% | 1 | +586,241 | 2.65% | Q4 2025 | Feb 10, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 4,693,071 | 641,683 | 30.45% | 29.29% | 2 | -9,860 | -0.21% | Q4 2025 | Feb 12, 2026 |
| Matson Money. Inc. | History | No change | 2,601,261 | 355,670 | 11.24% | 10.71% | 3 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,606,702 | 219,684 | 0.02% | 0.02% | 4 | -162,233 | -9.17% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 1,405,579 | 192,184 | 0.0% | 0.0% | 5 | -62,489 | -4.26% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,228,831 | 168,018 | 0.26% | 0.26% | 6 | -37,291 | -2.95% | Q4 2025 | Feb 18, 2026 |
| Wharton Business Group, LLC | History | Reduced | 1,196,152 | 163,550 | 6.22% | 6.59% | 7 | -10,155 | -0.84% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 840,473 | 114,918 | 0.01% | 0.01% | 8 | +98,160 | 13.22% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 607,647 | 83,083 | 0.0% | 0.0% | 9 | +106,934 | 21.36% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 550,200 | 75,228 | 0.04% | 0.04% | 10 | -1,590 | -0.29% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Added to | 538,171 | 73,584 | 0.02% | 0.02% | 11 | +11,704 | 2.22% | Q4 2025 | Feb 11, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 464,178 | 63,467 | 4.27% | 4.08% | 12 | +4,952 | 1.08% | Q4 2025 | Jan 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 447,700 | 61,214 | 0.3% | 0.32% | 13 | -87,300 | -16.32% | Q4 2025 | Jan 29, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Reduced | 417,950 | 57,146 | 0.1% | 0.34% | 14 | -1,077,941 | -72.06% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 413,803 | 56,579 | 0.0% | 0.0% | 15 | +24,361 | 6.26% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 361,924 | 49,485 | 0.01% | 0.01% | 16 | +8,804 | 2.49% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 353,289 | 48,305 | 0.01% | 0.01% | 17 | +31,628 | 9.83% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 339,959 | 46,483 | 0.11% | 0.1% | 18 | +10,180 | 3.09% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 328,961 | 44,978 | 0.05% | 0.06% | 19 | +45,632 | 16.11% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Reduced | 327,315 | 44,753 | 0.14% | 0.15% | 20 | -28,172 | -7.92% | Q4 2025 | Jan 30, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 254,278 | 34,767 | 12.86% | 12.57% | 21 | -5,563 | -2.14% | Q4 2025 | Jan 13, 2026 |
| Marks Wealth, LLC | History | New | 252,782 | 34,562 | 11.57% | — | 22 | +252,782 | New | Q4 2025 | Feb 02, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 249,889 | 34,166 | 12.5% | 11.77% | 23 | +4,614 | 1.88% | Q4 2025 | Feb 06, 2026 |
| INTRUST BANK NA | History | Reduced | 243,460 | 33,288 | 2.76% | 2.65% | 24 | -11,681 | -4.58% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 232,254 | 31,756 | 0.09% | 0.09% | 25 | -5,698 | -2.39% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 226,491 | 30,968 | 0.01% | 0.01% | 26 | -8,092 | -3.45% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 196,825 | 26,898 | 0.01% | 0.0% | 27 | +114,481 | 139.03% | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 183,699 | 25,117 | 3.46% | 3.13% | 28 | +1,582 | 0.87% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 174,414 | 23,847 | 0.0% | — | 29 | +174,414 | New | Q4 2025 | Feb 17, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 171,947 | 23,449 | 3.77% | 3.5% | 30 | -2,651 | -1.52% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 156,511 | 21,399 | 0.03% | 0.03% | 31 | -1,254 | -0.79% | Q4 2025 | Feb 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 145,951 | 19,955 | 0.73% | 0.69% | 32 | -1,495 | -1.01% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 145,804 | 19,945 | 0.03% | 0.03% | 33 | +1,662 | 1.15% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 157,150 | 19,652 | 0.06% | 0.06% | 34 | +34 | 0.02% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 140,497 | 19,210 | 0.0% | 0.0% | 35 | +66,315 | 89.4% | Q4 2025 | Mar 25, 2026 |
| Foster Group, Inc. | History | Added to | 136,997 | 18,731 | 0.57% | 0.53% | 36 | +747 | 0.55% | Q4 2025 | Jan 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 130,734 | 17,875 | 0.01% | 0.0% | 37 | -3,040 | -2.27% | Q4 2025 | Feb 10, 2026 |
| PRUDENTIAL PLC | History | New | 120,000 | 16,407 | 0.13% | — | 38 | +120,000 | New | Q4 2025 | Feb 11, 2026 |
| Addison Advisors LLC | History | Reduced | 114,846 | 15,702 | 3.53% | 3.35% | 39 | -521 | -0.45% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 103,562 | 14,160 | 0.02% | 0.01% | 40 | +10,766 | 11.6% | Q4 2025 | Feb 17, 2026 |
| Erste Asset Management GmbH | History | Added to | 103,400 | 14,137 | 0.12% | 0.05% | 41 | +58,300 | 129.27% | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKET INC. | History | New | 103,059 | 14,091 | 0.02% | — | 42 | +103,059 | New | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 96,601 | 13,208 | 0.06% | 0.05% | 43 | +418 | 0.43% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 81,031 | 11,079 | 0.17% | 0.16% | 44 | -256 | -0.31% | Q4 2025 | Jan 20, 2026 |
| One Capital Management, LLC | History | New | 79,610 | 10,885 | 0.33% | — | 45 | +79,610 | New | Q4 2025 | Feb 10, 2026 |
| EFG International AG | History | New | 78,253 | 10,699 | 0.21% | — | 46 | +78,253 | New | Q4 2025 | Feb 17, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Reduced | 72,030 | 9,848 | 2.66% | 2.62% | 47 | -4,378 | -5.73% | Q4 2025 | Feb 02, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 65,715 | 8,985 | 0.11% | 0.12% | 48 | -44,639 | -40.45% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 65,310 | 8,929 | 0.11% | 0.07% | 49 | +16,326 | 33.33% | Q4 2025 | Feb 11, 2026 |
| CFO4Life Group, LLC | History | Reduced | 64,733 | 8,850 | 1.26% | 1.24% | 50 | -3,351 | -4.92% | Q4 2025 | Feb 06, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 63,574 | 8,692 | 0.71% | 0.7% | 51 | -1,819 | -2.78% | Q4 2025 | Jan 02, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 62,165 | 8,499 | 0.0% | 0.0% | 52 | -3,829 | -5.8% | Q4 2025 | Feb 10, 2026 |
| SYNTAX RESEARCH, INC. | History | Reduced | 61,561 | 8,417 | 5.19% | 5.16% | 53 | -2,631 | -4.1% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 60,802 | 8,313 | 0.01% | 0.01% | 54 | -26,718 | -30.53% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Reduced | 60,454 | 8,265 | 0.01% | 0.01% | 55 | -4,624 | -7.11% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 58,497 | 7,998 | 0.04% | 0.04% | 56 | -1,052 | -1.77% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 58,225 | 7,961 | 0.02% | 0.02% | 57 | +2,266 | 4.05% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 57,183 | 7,818 | 0.0% | 0.0% | 58 | +14,867 | 35.13% | Q4 2025 | Feb 17, 2026 |
| Tactive Advisors, LLC | History | New | 55,358 | 7,569 | 2.22% | — | 59 | +55,358 | New | Q4 2025 | Jan 09, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | New | 52,113 | 7,125 | 4.15% | — | 60 | +52,113 | New | Q4 2025 | Jan 28, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 45,671 | 6,244 | 0.54% | 0.5% | 61 | +881 | 1.97% | Q4 2025 | Jan 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 45,253 | 6,187 | 0.04% | 0.04% | 62 | -431 | -0.94% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 43,470 | 5,944 | 0.02% | 0.01% | 63 | +15,085 | 53.14% | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 42,256 | 5,777 | 0.13% | 0.14% | 64 | -1,570 | -3.58% | Q4 2025 | Feb 06, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 41,683 | 5,699 | 0.38% | 0.45% | 65 | -813 | -1.91% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 41,341 | 5,652 | 0.1% | 0.1% | 66 | -2,287 | -5.24% | Q4 2025 | Feb 11, 2026 |
| LCW Services, LLC | History | New | 40,939 | 5,597 | 2.98% | — | 67 | +40,939 | New | Q4 2025 | Feb 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 39,717 | 5,430 | 0.12% | 0.12% | 68 | +1 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 39,086 | 5,344 | 0.99% | 0.95% | 69 | +232 | 0.6% | Q4 2025 | Jan 30, 2026 |
| Well Done, LLC | History | Reduced | 39,015 | 5,334 | 0.8% | 0.86% | 70 | -1,404 | -3.47% | Q4 2025 | Jan 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 38,348 | 5,243 | 4.15% | — | 71 | +38,348 | New | Q4 2025 | Feb 11, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 37,204 | 5,086 | 0.18% | 0.17% | 72 | -65 | -0.17% | Q4 2025 | Jan 12, 2026 |
| Mariner, LLC | History | Reduced | 37,047 | 5,065 | 0.01% | 0.01% | 73 | -541 | -1.44% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 36,151 | 4,942 | 0.05% | 0.05% | 74 | +827 | 2.34% | Q4 2025 | Feb 13, 2026 |
| Family Manage LLC | History | Added to | 35,677 | 4,878 | 0.62% | 0.52% | 75 | +5,383 | 17.77% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 35,037 | 4,790 | 0.0% | 0.01% | 76 | -162,211 | -82.24% | Q4 2025 | Feb 10, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 31,306 | 4,280 | 0.9% | 0.82% | 77 | +6,038 | 23.9% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 31,235 | 4,270 | 0.03% | 0.03% | 78 | -26 | -0.08% | Q4 2025 | Feb 17, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 30,703 | 4,198 | 0.88% | 0.74% | 79 | +3,327 | 12.15% | Q4 2025 | Jan 21, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 28,234 | 4,039 | 0.38% | 0.37% | 80 | -355 | -1.24% | Q4 2025 | Jan 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 29,103 | 3,979 | 0.19% | — | 81 | +29,103 | New | Q4 2025 | Jan 12, 2026 |
| SVB WEALTH LLC | History | Reduced | 28,906 | 3,952 | 0.23% | 0.27% | 82 | -10,599 | -26.83% | Q4 2025 | Feb 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 28,878 | 3,948 | 0.05% | 0.05% | 83 | +1 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 27,307 | 3,734 | 2.03% | 1.98% | 84 | -2,941 | -9.72% | Q4 2025 | Jan 28, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 27,175 | 3,715 | 0.2% | 0.18% | 85 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 25,669 | 3,509 | 0.1% | 0.1% | 86 | -3,425 | -11.77% | Q4 2025 | Feb 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 25,455 | 3,480 | 0.01% | 0.01% | 87 | -2,565 | -9.15% | Q4 2025 | Feb 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 25,041 | 3,423 | 0.04% | 0.04% | 88 | +608 | 2.49% | Q4 2025 | Feb 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 24,722 | 3,380 | 0.02% | — | 89 | +24,722 | New | Q4 2025 | Feb 18, 2026 |
| Trilogy Capital Inc. | History | Reduced | 24,393 | 3,335 | 0.15% | 0.15% | 90 | -1,850 | -7.05% | Q4 2025 | Jan 22, 2026 |
| Savant Capital, LLC | History | Reduced | 23,841 | 3,259 | 0.02% | 0.02% | 91 | -5,872 | -19.76% | Q4 2025 | Feb 10, 2026 |
| EQ LLC | History | Reduced | 22,887 | 3,129 | 0.9% | 0.98% | 92 | -125 | -0.54% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 21,856 | 3,127 | 0.0% | 0.0% | 93 | -115 | -0.52% | Q4 2025 | Jan 08, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 22,542 | 3,082 | 0.77% | 0.64% | 94 | +2,851 | 14.48% | Q4 2025 | Feb 13, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 22,538 | 3,081 | 0.44% | 0.35% | 95 | +3,224 | 16.69% | Q4 2025 | Feb 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 21,900 | 2,994 | 0.01% | 0.0% | 96 | +19,000 | 655.17% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 21,580 | 2,950 | 0.0% | 0.0% | 97 | +4,021 | 22.9% | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 20,993 | 2,870 | 0.07% | 0.08% | 98 | -1,455 | -6.48% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Reduced | 19,901 | 2,721 | 0.04% | 0.04% | 99 | -780 | -3.77% | Q4 2025 | Feb 17, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 18,878 | 2,581 | 0.36% | 0.35% | 100 | -476 | -2.46% | Q4 2025 | Feb 04, 2026 |
| Eagle Strategies LLC | History | Reduced | 18,514 | 2,531 | 0.32% | 0.31% | 101 | -62 | -0.33% | Q4 2025 | Jan 23, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 18,138 | 2,479 | 0.01% | 0.01% | 102 | -4,575 | -20.14% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 17,823 | 2,436 | 0.0% | — | 103 | +17,823 | New | Q4 2025 | Feb 17, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | New | 17,631 | 2,410 | 0.88% | — | 104 | +17,631 | New | Q4 2025 | Feb 12, 2026 |
| Genus Capital Management Inc. | History | New | 17,598 | 2,406 | 0.28% | — | 105 | +17,598 | New | Q4 2025 | Feb 09, 2026 |
| McAdam, LLC | History | Added to | 17,559 | 2,400 | 0.11% | 0.11% | 106 | +183 | 1.05% | Q4 2025 | Feb 13, 2026 |
| Synergy Asset Management, LLC | History | New | 17,481 | 2,390 | 0.25% | — | 107 | +17,481 | New | Q4 2025 | Jan 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 17,204 | 2,352 | 0.0% | 0.0% | 108 | +2,097 | 13.88% | Q4 2025 | Mar 09, 2026 |
| SAXON INTERESTS, INC. | History | New | 16,910 | 2,312 | 0.81% | — | 109 | +16,910 | New | Q4 2025 | Feb 13, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 16,897 | 2,310 | 0.52% | 0.48% | 110 | -633 | -3.61% | Q4 2025 | Jan 21, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 16,683 | 2,281 | 1.56% | 1.52% | 111 | -439 | -2.56% | Q4 2025 | Jan 05, 2026 |
| Optivise Advisory Services LLC | History | Added to | 16,268 | 2,224 | 1.28% | 0.42% | 112 | +10,616 | 187.83% | Q4 2025 | Jan 12, 2026 |
| Creative Planning | History | Reduced | 16,246 | 2,221 | 0.0% | 0.0% | 113 | -350 | -2.11% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 16,059 | 2,195 | 0.04% | 0.05% | 114 | +390 | 2.49% | Q4 2025 | Feb 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 15,363 | 2,100 | 0.01% | 0.01% | 115 | -1,105 | -6.71% | Q4 2025 | Feb 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 15,174 | 2,074 | 0.22% | 0.21% | 116 | -96 | -0.63% | Q4 2025 | Jan 28, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 15,142 | 2,070 | 0.0% | 0.0% | 117 | -754 | -4.74% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 14,802 | 2,023 | 0.05% | 0.05% | 118 | -472 | -3.09% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 14,500 | 1,982 | 0.0% | 0.01% | 119 | -23,500 | -61.84% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 14,405 | 1,969 | 0.0% | 0.0% | 120 | -427 | -2.88% | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | Reduced | 14,353 | 1,962 | 0.0% | 0.0% | 121 | -155 | -1.07% | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,261 | 1,949 | 0.0% | 0.0% | 122 | -13,140 | -47.95% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 13,912 | 1,902 | 0.01% | 0.01% | 123 | -1,311 | -8.61% | Q4 2025 | Feb 12, 2026 |
| Hilltop Holdings Inc. | History | Added to | 13,861 | 1,895 | 0.11% | 0.09% | 124 | +489 | 3.66% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,644 | 1,865 | 0.02% | 0.02% | 125 | +5,356 | 64.62% | Q4 2025 | Jan 23, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 13,250 | 1,811 | 0.12% | 0.12% | 126 | -385 | -2.82% | Q4 2025 | Feb 23, 2026 |
| Haverford Trust Co | History | Reduced | 13,101 | 1,791 | 0.02% | 0.02% | 127 | -1,329 | -9.21% | Q4 2025 | Feb 13, 2026 |
| SteelPeak Wealth, LLC | History | New | 12,971 | 1,773 | 0.06% | — | 128 | +12,971 | New | Q4 2025 | Jan 20, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 12,798 | 1,749 | 0.53% | 0.5% | 129 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 12,495 | 1,708 | 0.04% | 0.03% | 130 | +1,700 | 15.75% | Q4 2025 | Feb 13, 2026 |
| Diversified Trust Co | History | Reduced | 12,424 | 1,698 | 0.03% | 0.03% | 131 | -1,427 | -10.3% | Q4 2025 | Jan 09, 2026 |
| NCM Capital Management, LLC | History | Added to | 12,423 | 1,698 | 0.63% | 0.6% | 132 | +2 | 0.02% | Q4 2025 | Mar 02, 2026 |
| 10Elms LLP | History | Added to | 12,361 | 1,690 | 1.55% | 1.38% | 133 | +127 | 1.04% | Q4 2025 | Feb 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 12,291 | 1,680 | 0.07% | 0.09% | 134 | -3,416 | -21.75% | Q4 2025 | Jan 29, 2026 |
| True Link Financial Advisors, LLC | History | No change | 12,128 | 1,658 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MA Private Wealth | History | Reduced | 11,904 | 1,627 | 0.27% | 0.25% | 136 | -15 | -0.13% | Q4 2025 | Feb 03, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 11,713 | 1,601 | 0.56% | 0.55% | 137 | +23 | 0.2% | Q4 2025 | Jan 21, 2026 |
| COFG Advisors, LLC | History | New | 11,547 | 1,578 | 0.39% | — | 138 | +11,547 | New | Q4 2025 | Feb 10, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 11,525 | 1,575 | 0.82% | 0.81% | 139 | +68 | 0.59% | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 11,484 | 1,570 | 0.05% | 0.05% | 140 | -344 | -2.91% | Q4 2025 | Feb 17, 2026 |
| LS Investment Advisors, LLC | History | Reduced | 11,479 | 1,569 | 0.22% | 0.21% | 141 | -234 | -2.0% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 11,076 | 1,514 | 0.03% | 0.03% | 142 | -670 | -5.7% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,946 | 1,496 | 0.0% | 0.0% | 143 | +1,002 | 10.08% | Q4 2025 | Feb 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 10,803 | 1,477 | 0.0% | 0.0% | 144 | -1,378 | -11.31% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 10,607 | 1,450 | 0.0% | 0.0% | 145 | -262 | -2.41% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 10,379 | 1,419 | 0.01% | 0.01% | 146 | +197 | 1.93% | Q4 2025 | Feb 18, 2026 |
| COMERICA BANK | History | Reduced | 10,246 | 1,400 | 0.01% | 0.01% | 147 | -2,507 | -19.66% | Q4 2025 | Jan 29, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 10,057 | 1,375 | 0.43% | 0.42% | 148 | -104 | -1.02% | Q4 2025 | Jan 12, 2026 |
| Atria Investments, Inc | History | Added to | 9,809 | 1,341 | 0.02% | 0.01% | 149 | +2,388 | 32.18% | Q4 2025 | Feb 05, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 9,321 | 1,339 | 0.69% | 0.65% | 150 | +106 | 1.15% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 9,697 | 1,325 | 0.02% | 0.01% | 151 | +6,883 | 244.6% | Q4 2025 | Jan 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 9,434 | 1,289 | 0.0% | 0.0% | 152 | -336 | -3.44% | Q4 2025 | Jan 30, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 9,419 | 1,287 | 0.22% | 0.18% | 153 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,318 | 1,274 | 0.01% | 0.01% | 154 | +9 | 0.1% | Q4 2025 | Jan 26, 2026 |
| Mutual Advisors, LLC | History | Reduced | 9,147 | 1,250 | 0.03% | 0.03% | 155 | -33 | -0.36% | Q4 2025 | Feb 02, 2026 |
| HRT FINANCIAL LP | History | Added to | 9,136 | 1,249 | 0.0% | 0.0% | 156 | +4,532 | 98.44% | Q4 2025 | Feb 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 9,117 | 1,246 | 0.03% | 0.04% | 157 | -832 | -8.36% | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 8,996 | 1,230 | 0.17% | 0.16% | 158 | +218 | 2.48% | Q4 2025 | Jan 29, 2026 |
| Point72 Asset Management, L.P. | History | New | 8,795 | 1,202 | 0.0% | — | 159 | +8,795 | New | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 8,761 | 1,197 | 0.01% | 0.01% | 160 | -266 | -2.95% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 8,668 | 1,185 | 0.0% | 0.0% | 161 | +6 | 0.07% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 8,642 | 1,181 | 0.01% | 0.01% | 162 | -1,474 | -14.57% | Q4 2025 | Jan 29, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 8,583 | 1,173 | 0.14% | 0.13% | 163 | -10 | -0.12% | Q4 2025 | Jan 27, 2026 |
| ALLSTATE CORP | History | No change | 8,500 | 1,162 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 8,404 | 1,149 | 0.19% | 0.14% | 165 | +1,918 | 29.57% | Q4 2025 | Feb 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 8,231 | 1,125 | 0.04% | 0.05% | 166 | +343 | 4.35% | Q4 2025 | Jan 20, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 8,189 | 1,119 | 0.0% | 0.0% | 167 | -197 | -2.35% | Q4 2025 | Feb 17, 2026 |
| RHS Financial, LLC | History | Added to | 7,845 | 1,072 | 0.52% | 0.44% | 168 | +1,052 | 15.49% | Q4 2025 | Jan 16, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 7,838 | 1,071 | 0.25% | 0.24% | 169 | -98 | -1.23% | Q4 2025 | Feb 06, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 7,780 | 1,063 | 0.18% | 0.21% | 170 | -1,396 | -15.21% | Q4 2025 | Jan 26, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 7,662 | 1,047 | 0.18% | 0.15% | 171 | +46 | 0.6% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 7,519 | 1,028 | 0.05% | 0.04% | 172 | +353 | 4.93% | Q4 2025 | Feb 13, 2026 |
| Avant Capital LLC | History | Reduced | 7,400 | 1,011 | 0.69% | 0.66% | 173 | -99 | -1.32% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 7,184 | 982 | 0.02% | 0.02% | 174 | -685 | -8.71% | Q4 2025 | Feb 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 6,925 | 946 | 0.14% | 0.14% | 175 | -781 | -10.13% | Q4 2025 | Feb 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 6,882 | 940 | 0.01% | 0.0% | 176 | +1,521 | 28.37% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,809 | 930 | 0.0% | 0.0% | 177 | +358 | 5.55% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 6,646 | 908 | 0.01% | 0.01% | 178 | +433 | 6.97% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 6,643 | 908 | 0.01% | 0.01% | 179 | +367 | 5.85% | Q4 2025 | Jan 15, 2026 |
| GREENLEAF TRUST | History | Reduced | 6,525 | 892 | 0.01% | 0.01% | 180 | -371 | -5.38% | Q4 2025 | Jan 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 6,500 | 888 | 0.0% | 0.0% | 181 | -19,500 | -75.0% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,104 | 885 | 0.02% | 0.02% | 182 | +28 | 0.46% | Q4 2025 | Jan 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,451 | 881 | 0.02% | 0.02% | 183 | -127 | -1.93% | Q4 2025 | Feb 12, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | New | 6,442 | 880 | 0.01% | — | 184 | +6,442 | New | Q4 2025 | Feb 17, 2026 |
| MB Generational Wealth, LLC | History | No change | 6,410 | 876 | 0.46% | 0.51% | 185 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,305 | 862 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 6,300 | 861 | 0.02% | — | 187 | +6,300 | New | Q4 2025 | Jan 14, 2026 |
| PFG Advisors | History | Reduced | 6,214 | 849 | 0.04% | 0.04% | 188 | -1,346 | -17.8% | Q4 2025 | Jan 27, 2026 |
| Goldstone Financial Group, LLC | History | New | 6,147 | 840 | 0.09% | — | 189 | +6,147 | New | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 6,104 | 834 | 0.01% | 0.01% | 190 | -2,403 | -28.25% | Q4 2025 | Jan 20, 2026 |
| MARSHALL WACE, LLP | History | New | 5,956 | 814 | 0.0% | — | 191 | +5,956 | New | Q4 2025 | Feb 13, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 4,889 | 806 | 0.1% | 0.11% | 192 | -2,100 | -30.05% | Q4 2025 | Feb 02, 2026 |
| Jefferies Financial Group Inc. | History | New | 5,883 | 804 | 0.0% | — | 193 | +5,883 | New | Q4 2025 | Feb 09, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 5,873 | 803 | 0.06% | 0.05% | 194 | -36 | -0.61% | Q4 2025 | Feb 12, 2026 |
| Darden Wealth Group Inc | History | Reduced | 5,868 | 802 | 0.39% | 0.38% | 195 | -21 | -0.36% | Q4 2025 | Feb 09, 2026 |
| RFG Advisory, LLC | History | Added to | 5,861 | 801 | 0.02% | 0.01% | 196 | +3,268 | 126.03% | Q4 2025 | Feb 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,545 | 758 | 0.0% | 0.0% | 197 | +462 | 9.09% | Q4 2025 | Feb 11, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 5,485 | 749 | 0.16% | 0.15% | 198 | +4 | 0.07% | Q4 2025 | Jan 26, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 5,457 | 746 | 0.54% | 0.61% | 199 | -833 | -13.24% | Q4 2025 | Feb 17, 2026 |
| Squire Investment Management Company, LLC | History | No change | 5,436 | 743 | 0.22% | 0.22% | 200 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 5,401 | 738 | 0.03% | 0.03% | 201 | -10 | -0.18% | Q4 2025 | Feb 04, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 4,928 | 738 | 0.3% | 0.29% | 202 | +6 | 0.12% | Q4 2025 | Feb 13, 2026 |
| AWM CAPITAL, LLC | History | Added to | 5,293 | 723 | 0.07% | 0.06% | 203 | +8 | 0.15% | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 5,282 | 722 | 0.03% | 0.03% | 204 | +341 | 6.9% | Q4 2025 | Feb 09, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,245 | 717 | 0.02% | 0.02% | 205 | +350 | 7.15% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 5,239 | 716 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,202 | 711 | 0.01% | 0.01% | 207 | +497 | 10.56% | Q4 2025 | Feb 06, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 5,145 | 703 | 0.02% | 0.03% | 208 | -53,516 | -91.23% | Q4 2025 | Feb 20, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 5,128 | 701 | 0.1% | 0.11% | 209 | -130 | -2.47% | Q4 2025 | Jan 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 5,051 | 690 | 0.01% | 0.01% | 210 | -1,881 | -27.14% | Q4 2025 | Feb 09, 2026 |
| Carrera Capital Advisors | History | Added to | 4,903 | 670 | 0.11% | 0.11% | 211 | +133 | 2.79% | Q4 2025 | Jan 30, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 4,773 | 652 | 0.03% | 0.03% | 212 | -2 | -0.04% | Q4 2025 | Feb 17, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 4,693 | 641 | 0.53% | 0.43% | 213 | +519 | 12.43% | Q4 2025 | Jan 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,635 | 633 | 0.0% | — | 214 | +4,635 | New | Q4 2025 | Feb 17, 2026 |
| Breakwater Capital Group | History | Added to | 4,586 | 627 | 0.09% | 0.05% | 215 | +2,033 | 79.63% | Q4 2025 | Jan 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 4,574 | 625 | 0.01% | 0.01% | 216 | +1,913 | 71.89% | Q4 2025 | Jan 29, 2026 |
| Vise Technologies, Inc. | History | New | 4,566 | 624 | 0.01% | — | 217 | +4,566 | New | Q4 2025 | Feb 11, 2026 |
| CGN Advisors LLC | History | Reduced | 4,528 | 619 | 0.05% | 0.05% | 218 | -28 | -0.61% | Q4 2025 | Jan 05, 2026 |
| Tranquility Partners, LLC | History | Reduced | 4,426 | 605 | 0.22% | 0.2% | 219 | -204 | -4.41% | Q4 2025 | Feb 03, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 4,392 | 600 | 0.38% | 0.48% | 220 | +19 | 0.43% | Q4 2025 | Feb 13, 2026 |
| Integrated Advisors Network LLC | History | No change | 4,354 | 595 | 0.03% | 0.02% | 221 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| West Wealth Group, LLC | History | Added to | 4,338 | 593 | 0.12% | 0.12% | 222 | +26 | 0.6% | Q4 2025 | Jan 26, 2026 |
| &PARTNERS | History | Reduced | 4,266 | 583 | 0.0% | 0.0% | 223 | -471 | -9.94% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,221 | 577 | 0.0% | 0.0% | 224 | +2,575 | 156.44% | Q4 2025 | Jan 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,163 | 569 | 0.01% | 0.01% | 225 | -224 | -5.11% | Q4 2025 | Feb 06, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 4,125 | 564 | 0.03% | 0.03% | 226 | -158 | -3.69% | Q4 2025 | Feb 06, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 4,083 | 558 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,957 | 541 | 0.0% | — | 228 | +3,957 | New | Q4 2025 | Feb 18, 2026 |
| Pflug Koory, LLC | History | No change | 3,950 | 540 | 0.25% | 0.23% | 229 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CHOREO, LLC | History | Reduced | 3,910 | 539 | 0.01% | 0.01% | 230 | -13 | -0.33% | Q4 2025 | Jan 23, 2026 |
| First Citizens Financial Corp | History | Reduced | 3,925 | 536 | 0.26% | 0.25% | 232 | -94 | -2.34% | Q4 2025 | Jan 06, 2026 |
| S&T BANK/PA | History | No change | 3,924 | 536 | 0.17% | 0.14% | 231 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Montecito Bank & Trust | History | No change | 3,892 | 532 | 0.08% | 0.08% | 233 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 3,757 | 518 | 0.07% | 0.06% | 234 | +22 | 0.59% | Q4 2025 | Feb 11, 2026 |
| Stokes Family Office, LLC | History | Added to | 3,780 | 516 | 0.05% | 0.04% | 235 | +103 | 2.8% | Q4 2025 | Feb 18, 2026 |
| Apella Capital, LLC | History | New | 3,760 | 514 | 0.01% | — | 237 | +3,760 | New | Q4 2025 | Jan 21, 2026 |
| Strategic Financial Services, Inc. | History | No change | 3,390 | 514 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 3,753 | 513 | 0.05% | 0.04% | 238 | +1,174 | 45.52% | Q4 2025 | Feb 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 3,758 | 513 | 0.07% | 0.07% | 239 | +39 | 1.05% | Q4 2025 | Feb 09, 2026 |
| Noble Wealth Management PBC | History | Reduced | 3,749 | 512 | 0.26% | 0.29% | 240 | -561 | -13.02% | Q4 2025 | Jan 05, 2026 |
| CPR Investments Inc. | History | Reduced | 3,731 | 510 | 0.34% | 0.36% | 241 | -416 | -10.03% | Q4 2025 | Jan 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 3,686 | 503 | 0.08% | 0.07% | 242 | +22 | 0.6% | Q4 2025 | Feb 24, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 3,671 | 501 | 0.3% | 0.29% | 243 | -119 | -3.14% | Q4 2025 | Jan 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 3,590 | 490 | 0.01% | 0.01% | 244 | -53 | -1.45% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,564 | 487 | 0.0% | 0.0% | 245 | +1,620 | 83.33% | Q4 2025 | Feb 12, 2026 |
| Friday Financial | History | No change | 3,568 | 487 | 0.17% | 0.19% | 246 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 3,468 | 474 | 0.04% | — | 247 | +3,468 | New | Q4 2025 | Jan 23, 2026 |
| FLC Capital Advisors | History | No change | 3,426 | 468 | 0.09% | 0.08% | 248 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 3,136 | 467 | 0.27% | 0.18% | 249 | -1,292 | -29.18% | Q4 2025 | Feb 10, 2026 |
| BostonPremier Wealth LLC | History | Added to | 3,408 | 465 | 0.24% | 0.21% | 250 | +3 | 0.09% | Q4 2025 | Jan 13, 2026 |
| Lunt Capital Management, Inc. | History | No change | 3,396 | 464 | 0.17% | 0.16% | 251 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 3,383 | 462 | 0.0% | 0.0% | 252 | +86 | 2.61% | Q4 2025 | Feb 12, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 3,384 | 462 | 0.1% | 0.09% | 253 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 3,369 | 460 | 0.24% | 0.2% | 255 | +404 | 13.63% | Q4 2025 | Jan 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 3,367 | 460 | 0.01% | 0.01% | 254 | +9 | 0.27% | Q4 2025 | Feb 17, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 3,308 | 452 | 0.05% | 0.05% | 256 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| GEM Asset Management, LLC | History | No change | 3,185 | 451 | 0.2% | 0.19% | 257 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 3,287 | 449 | 0.01% | 0.01% | 258 | -1,444 | -30.52% | Q4 2025 | Feb 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 3,258 | 445 | 0.01% | 0.01% | 259 | +141 | 4.52% | Q4 2025 | Feb 12, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 3,247 | 444 | 0.33% | 0.3% | 260 | -2 | -0.06% | Q4 2025 | Feb 17, 2026 |
| Diversified Enterprises, LLC | History | Added to | 3,236 | 442 | 0.03% | 0.03% | 261 | +75 | 2.37% | Q4 2025 | Jan 28, 2026 |
| Cedarwood Wealth LLC | History | New | 3,051 | 441 | 0.49% | — | 262 | +3,051 | New | Q4 2025 | Mar 05, 2026 |
| CITIGROUP INC | History | Reduced | 3,211 | 439 | 0.0% | 0.0% | 263 | -2,839 | -46.93% | Q4 2025 | Feb 13, 2026 |
| Foundry Financial Group, Inc. | History | No change | 3,154 | 431 | 0.22% | 0.21% | 264 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 3,106 | 424 | 0.0% | — | 265 | +3,106 | New | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Reduced | 3,020 | 412 | 0.02% | 0.02% | 266 | -56 | -1.82% | Q4 2025 | Feb 10, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | No change | 3,000 | 410 | 0.21% | 0.2% | 267 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 2,976 | 406 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,958 | 404 | 0.0% | 0.0% | 269 | +569 | 23.82% | Q4 2025 | Feb 17, 2026 |
| Goldstein Advisors, LLC | History | No change | 2,958 | 404 | 0.05% | 0.04% | 270 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Acropolis Investment Management, LLC | History | No change | 2,935 | 401 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Community Bank, N.A. | History | No change | 2,788 | 381 | 0.05% | 0.04% | 272 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 2,765 | 378 | 0.04% | 0.04% | 274 | -7 | -0.25% | Q4 2025 | Jan 29, 2026 |
| JGP Wealth Management, LLC | History | No change | 2,769 | 378 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 2,758 | 377 | 0.0% | — | 275 | +2,758 | New | Q4 2025 | Feb 17, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 2,600 | 376 | 0.15% | 0.14% | 276 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 2,740 | 374 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,705 | 369 | 0.0% | 0.0% | 278 | +266 | 10.91% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 2,683 | 366 | 0.01% | 0.01% | 279 | -91 | -3.28% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,672 | 365 | 0.0% | 0.0% | 280 | +554 | 26.16% | Q4 2025 | Mar 16, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | New | 2,659 | 363 | 0.13% | — | 282 | +2,659 | New | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 2,657 | 363 | 0.0% | 0.0% | 281 | -180 | -6.34% | Q4 2025 | Jan 29, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 2,625 | 358 | 0.2% | 0.2% | 283 | +15 | 0.57% | Q4 2025 | Jan 16, 2026 |
| Arax Advisory Partners | History | New | 2,563 | 350 | 0.01% | — | 284 | +2,563 | New | Q4 2025 | Feb 13, 2026 |
| Ascent Group, LLC | History | Reduced | 2,555 | 349 | 0.01% | 0.01% | 286 | -78 | -2.96% | Q4 2025 | Jan 20, 2026 |
| ONE Advisory Partners, LLC | History | No change | 2,554 | 349 | 0.11% | 0.1% | 285 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| W ADVISORS, LLC | History | No change | 2,551 | 348 | 0.18% | 0.17% | 287 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | Reduced | 2,536 | 345 | 0.02% | 0.01% | 288 | -6 | -0.24% | Q4 2025 | Feb 09, 2026 |
| Fortis Capital Management LLC | History | No change | 2,521 | 344 | 0.05% | 0.04% | 289 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 2,508 | 342 | 0.01% | 0.02% | 291 | +14 | 0.56% | Q4 2025 | Jan 28, 2026 |
| AlTi Global, Inc. | History | No change | 2,508 | 342 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 2,446 | 334 | 0.01% | 0.01% | 292 | -426 | -14.83% | Q4 2025 | Feb 17, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 2,398 | 327 | 0.08% | 0.11% | 293 | -963 | -28.65% | Q4 2025 | Jan 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 2,351 | 321 | 0.01% | 0.01% | 294 | -484 | -17.07% | Q4 2025 | Feb 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 2,321 | 317 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 2,278 | 311 | 0.05% | 0.05% | 296 | -43 | -1.85% | Q4 2025 | Jan 22, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 2,260 | 309 | 0.03% | 0.02% | 297 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Gibbs Wealth Management | History | New | 2,122 | 306 | 0.07% | — | 298 | +2,122 | New | Q4 2025 | Jan 23, 2026 |
| Krilogy Financial LLC | History | No change | 2,076 | 300 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 2,177 | 297 | 0.0% | 0.0% | 300 | -1,967 | -47.47% | Q4 2025 | Feb 12, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 2,162 | 295 | 0.16% | 0.15% | 301 | +50 | 2.37% | Q4 2025 | Feb 24, 2026 |
| WEALTHGARDEN F.S. LLC | History | New | 2,016 | 291 | 0.19% | — | 302 | +2,016 | New | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 2,119 | 289 | 0.03% | 0.02% | 303 | +221 | 11.64% | Q4 2025 | Jan 20, 2026 |
| Snowden Capital Advisors LLC | History | New | 2,100 | 287 | 0.01% | — | 304 | +2,100 | New | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,046 | 279 | 0.01% | 0.01% | 305 | +352 | 20.78% | Q4 2025 | Jan 21, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 2,038 | 278 | 0.1% | 0.11% | 307 | -87 | -4.09% | Q4 2025 | Jan 14, 2026 |
| BESSEMER GROUP INC | History | No change | 2,030 | 278 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 2,009 | 274 | 0.25% | — | 309 | +2,009 | New | Q4 2025 | Feb 27, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 2,010 | 274 | 0.06% | 0.06% | 308 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PMG Wealth Management, Inc. | History | No change | 2,000 | 273 | 0.2% | 0.19% | 310 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 1,990 | 272 | 0.04% | 0.03% | 312 | +259 | 14.96% | Q4 2025 | Jan 21, 2026 |
| EPG Wealth Management LLC | History | Added to | 1,991 | 272 | 0.07% | 0.07% | 311 | +7 | 0.35% | Q4 2025 | Jan 28, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 1,977 | 270 | 0.07% | 0.07% | 313 | +627 | 46.44% | Q4 2025 | Feb 09, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 1,956 | 267 | 0.13% | 0.13% | 314 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WealthTrust Axiom LLC | History | No change | 1,930 | 263 | 0.07% | 0.06% | 315 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 1,897 | 259 | 0.09% | 0.09% | 317 | +11 | 0.58% | Q4 2025 | Jan 27, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 1,897 | 259 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Fulcrum Equity Management | History | New | 1,857 | 253 | 0.24% | — | 319 | +1,857 | New | Q4 2025 | Jan 06, 2026 |
| City Center Advisors, LLC | History | New | 1,857 | 253 | 0.23% | — | 320 | +1,857 | New | Q4 2025 | Jan 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,856 | 253 | 0.0% | 0.0% | 318 | -58 | -3.03% | Q4 2025 | Feb 09, 2026 |
| Wall Capital Group, Inc. | History | New | 1,847 | 252 | 0.24% | — | 321 | +1,847 | New | Q4 2025 | Feb 17, 2026 |
| Brookwood Investment Group LLC | History | New | 1,835 | 250 | 0.03% | — | 323 | +1,835 | New | Q4 2025 | Jan 22, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 1,833 | 250 | 0.1% | 0.1% | 322 | -79 | -4.13% | Q4 2025 | Feb 11, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 1,812 | 247 | 0.04% | 0.05% | 324 | -365 | -16.77% | Q4 2025 | Jan 16, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 1,806 | 246 | 0.0% | 0.0% | 325 | +1 | 0.06% | Q4 2025 | Feb 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 1,733 | 237 | 0.01% | 0.01% | 326 | -32 | -1.81% | Q4 2025 | Jan 12, 2026 |
| Financial Partners Group, Inc | History | New | 1,579 | 232 | 0.03% | — | 327 | +1,579 | New | Q4 2025 | Feb 03, 2026 |
| Legacy Advisors, LLC | History | Added to | 1,680 | 229 | 0.02% | 0.02% | 328 | +57 | 3.51% | Q4 2025 | Jan 27, 2026 |
| Visionary Wealth Advisors | History | Added to | 1,682 | 229 | 0.01% | 0.01% | 329 | +12 | 0.72% | Q4 2025 | Feb 13, 2026 |
| Ethic Inc. | History | No change | 1,674 | 228 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | New | 1,639 | 224 | 0.0% | — | 331 | +1,639 | New | Q4 2025 | Feb 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 2,504 | 220 | 0.01% | 0.01% | 332 | +25 | 1.01% | Q4 2025 | Feb 11, 2026 |
| Headlands Technologies LLC | History | New | 1,604 | 219 | 0.02% | — | 333 | +1,604 | New | Q4 2025 | Feb 13, 2026 |
| United Advisor Group, LLC | History | New | 1,604 | 219 | 0.03% | — | 334 | +1,604 | New | Q4 2025 | Jan 26, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 1,593 | 217 | 0.0% | — | 335 | +1,593 | New | Q4 2025 | Jan 07, 2026 |
| Fairvoy Private Wealth, LLC | History | New | 1,579 | 215 | 0.05% | — | 336 | +1,579 | New | Q4 2025 | Jan 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,442 | 208 | 0.02% | — | 337 | +1,442 | New | Q4 2025 | Feb 03, 2026 |
| Leo Wealth, LLC | History | New | 1,521 | 207 | 0.02% | — | 339 | +1,521 | New | Q4 2025 | Jan 21, 2026 |
| High Falls Advisors, Inc | History | New | 1,518 | 207 | 0.04% | — | 338 | +1,518 | New | Q4 2025 | Feb 18, 2026 |
| CHILTON INVESTMENT CO INC. | History | New | 1,500 | 205 | 0.0% | — | 340 | +1,500 | New | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | New | 1,486 | 203 | 0.0% | — | 341 | +1,486 | New | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Added to | 1,491 | 203 | 0.0% | 0.0% | 342 | +16 | 1.08% | Q4 2025 | Jan 26, 2026 |
| Insight Wealth Strategies, LLC | History | New | 1,482 | 202 | 0.02% | — | 343 | +1,482 | New | Q4 2025 | Jan 02, 2026 |
| BKM Wealth Management, LLC | History | New | 1,481 | 202 | 0.07% | — | 344 | +1,481 | New | Q4 2025 | Jan 29, 2026 |
| Kovack Advisors, Inc. | History | New | 1,466 | 200 | 0.01% | — | 345 | +1,466 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 1,425 | 194 | 0.0% | 0.0% | 346 | -86 | -5.69% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | New | 1,385 | 189 | 0.0% | — | 347 | +1,385 | New | Q4 2025 | Feb 12, 2026 |
| Archer Investment Corp | History | Reduced | 1,283 | 175 | 0.04% | 0.04% | 348 | -116 | -8.29% | Q4 2025 | Jan 30, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 1,157 | 158 | 0.0% | 0.0% | 349 | -36 | -3.02% | Q4 2025 | Feb 03, 2026 |
| RMG Wealth Management LLC | History | New | 1,035 | 151 | 0.02% | — | 350 | +1,035 | New | Q4 2025 | Jan 29, 2026 |
| TD Capital Management LLC | History | Reduced | 1,093 | 149 | 0.01% | 0.02% | 351 | -289 | -20.91% | Q4 2025 | Feb 26, 2026 |
| Caitlin John, LLC | History | Added to | 1,009 | 137 | 0.09% | 0.0% | 352 | +1,000 | 11111.11% | Q4 2025 | Feb 18, 2026 |
| Modus Advisors, LLC | History | New | 1,000 | 136 | 0.04% | — | 353 | +1,000 | New | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 971 | 132 | 0.0% | 0.0% | 354 | +440 | 82.86% | Q4 2025 | Feb 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 959 | 131 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 951 | 130 | 0.01% | — | 356 | +951 | New | Q4 2025 | Feb 13, 2026 |
| Lavaca Capital LLC | History | Reduced | 858 | 117 | 0.02% | 0.02% | 357 | -256 | -22.98% | Q4 2025 | Feb 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 860 | 117 | 0.06% | 0.06% | 358 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| GLENMEDE TRUST CO NA | History | New | 816 | 111 | 0.0% | — | 359 | +816 | New | Q4 2025 | Feb 17, 2026 |
| Biltmore Family Office, LLC | History | No change | 800 | 109 | 0.02% | 0.01% | 360 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CoreFirst Bank & Trust | History | No change | 802 | 109 | 0.06% | 0.05% | 361 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clearstead Trust, LLC | History | No change | 780 | 106 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Gleason Group, Inc. | History | New | 755 | 103 | 0.01% | — | 363 | +755 | New | Q4 2025 | Jan 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 743 | 101 | 0.0% | — | 365 | +743 | New | Q4 2025 | Feb 13, 2026 |
| Realta Investment Advisors | History | Reduced | 744 | 101 | 0.03% | 0.05% | 366 | -500 | -40.19% | Q4 2025 | Jan 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 741 | 101 | 0.0% | 0.01% | 364 | -122 | -14.14% | Q4 2025 | Feb 13, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 738 | 100 | 0.02% | 0.04% | 367 | -882 | -54.44% | Q4 2025 | Jan 05, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 710 | 97 | 0.0% | 0.0% | 368 | -51 | -6.7% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 681 | 93 | 0.0% | 0.0% | 369 | +220 | 47.72% | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 666 | 91 | 0.01% | 0.0% | 370 | +256 | 62.44% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 607 | 83 | 0.0% | 0.0% | 371 | +336 | 123.99% | Q4 2025 | Feb 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 594 | 81 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 574 | 78 | 0.05% | — | 373 | +574 | New | Q4 2025 | Feb 11, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 567 | 77 | 0.0% | 0.0% | 374 | +3 | 0.53% | Q4 2025 | Feb 18, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 486 | 70 | 0.0% | 0.0% | 375 | -227 | -31.84% | Q4 2025 | Jan 21, 2026 |
| Costello Asset Management, INC | History | Added to | 492 | 67 | 0.02% | 0.02% | 376 | +3 | 0.61% | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 488 | 66 | 0.0% | 0.0% | 377 | -1 | -0.2% | Q4 2025 | Jan 29, 2026 |
| AlphaCore Capital LLC | History | No change | 458 | 62 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 445 | 60 | 0.01% | 0.01% | 379 | -1 | -0.22% | Q4 2025 | Jan 02, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 437 | 59 | 0.02% | 0.01% | 380 | +150 | 52.26% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | No change | 396 | 54 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Blue Trust, Inc. | History | No change | 389 | 53 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BOKF, NA | History | Reduced | 372 | 50 | 0.0% | 0.0% | 383 | -925 | -71.32% | Q4 2025 | Feb 03, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | New | 366 | 50 | 0.01% | — | 384 | +366 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 357 | 48 | 0.0% | 0.0% | 385 | -11 | -2.99% | Q4 2025 | Jan 13, 2026 |
| NBT BANK N A /NY | History | Reduced | 137 | 47 | 0.0% | 0.0% | 386 | -51 | -27.13% | Q4 2025 | Jan 23, 2026 |
| SHP Wealth Management | History | New | 333 | 45 | 0.0% | — | 387 | +333 | New | Q4 2025 | Mar 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 279 | 38 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MGB Wealth Management, LLC | History | Added to | 277 | 37 | 0.01% | 0.01% | 389 | +2 | 0.73% | Q4 2025 | Feb 17, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 256 | 34 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | Added to | 243 | 33 | 0.01% | 0.01% | 391 | +1 | 0.41% | Q4 2025 | Feb 09, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 241 | 32 | 0.01% | — | 392 | +241 | New | Q4 2025 | Feb 06, 2026 |
| New Republic Capital, LLC | History | No change | 224 | 30 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arlington Trust Co LLC | History | Reduced | 203 | 27 | 0.0% | 0.01% | 394 | -300 | -59.64% | Q4 2025 | Jan 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 188 | 25 | 0.0% | 0.01% | 396 | -619 | -76.7% | Q4 2025 | Feb 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 186 | 25 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Independence Bank of Kentucky | History | New | 176 | 24 | 0.0% | — | 397 | +176 | New | Q4 2025 | Jan 20, 2026 |
| Westfuller Advisors, LLC | History | Added to | 179 | 24 | 0.01% | 0.01% | 398 | +1 | 0.56% | Q4 2025 | Jan 21, 2026 |
| Signature Equity Partners, LLC | History | New | 171 | 23 | 0.01% | — | 400 | +171 | New | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 175 | 23 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crewe Advisors LLC | History | No change | 165 | 22 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Abound Wealth Management | History | No change | 167 | 22 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 160 | 21 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | No change | 154 | 21 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 150 | 20 | 0.0% | 0.0% | 407 | +80 | 114.29% | Q4 2025 | Feb 10, 2026 |
| Concord Wealth Partners | History | No change | 147 | 20 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SITTNER & NELSON, LLC | History | No change | 138 | 20 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | Added to | 144 | 19 | 0.0% | 0.0% | 408 | +1 | 0.7% | Q4 2025 | Feb 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 145 | 19 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | New | 134 | 18 | 0.0% | — | 410 | +134 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 126 | 17 | 0.0% | — | 412 | +126 | New | Q4 2025 | Feb 03, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 128 | 17 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 122 | 16 | 0.0% | 0.0% | 414 | -8 | -6.15% | Q4 2025 | Jan 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 119 | 16 | 0.0% | 0.0% | 415 | -3 | -2.46% | Q4 2025 | Jan 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 120 | 16 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 115 | 15 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Founders Financial Alliance, LLC | History | No change | 115 | 15 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 107 | 14 | 0.0% | — | 418 | +107 | New | Q4 2025 | Feb 05, 2026 |
| Holos Integrated Wealth LLC | History | No change | 102 | 14 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| SIMPLEX TRADING, LLC | History | New | 100 | 13 | 0.0% | — | 422 | +100 | New | Q4 2025 | Feb 11, 2026 |
| Asset Dedication, LLC | History | Reduced | 102 | 13 | 0.0% | 0.0% | 421 | -8 | -7.27% | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 101 | 13 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MTM Investment Management, LLC | History | No change | 98 | 13 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Millstone Evans Group, LLC | History | No change | 97 | 13 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 89 | 12 | 0.0% | — | 428 | +89 | New | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | Reduced | 94 | 12 | 0.0% | 0.0% | 426 | -10 | -9.62% | Q4 2025 | Jan 30, 2026 |
| McIlrath & Eck, LLC | History | No change | 91 | 12 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 88 | 12 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TSFG, LLC | History | Added to | 83 | 11 | 0.0% | 0.0% | 430 | +51 | 159.38% | Q4 2025 | Feb 04, 2026 |
| Versant Capital Management, Inc | History | No change | 83 | 11 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Sachetta, LLC | History | New | 78 | 10 | 0.01% | — | 433 | +78 | New | Q4 2025 | Feb 02, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 74 | 10 | 0.0% | 0.0% | 431 | +1 | 1.37% | Q4 2025 | Feb 20, 2026 |
| GAMMA Investing LLC | History | No change | 77 | 10 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 70 | 9 | 0.0% | 0.01% | 434 | -13,166 | -99.47% | Q4 2025 | Feb 02, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 68 | 9 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 71 | 9 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 70 | 9 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 59 | 8 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| IMG Wealth Management, Inc. | History | New | 56 | 7 | 0.0% | — | 442 | +56 | New | Q4 2025 | Feb 05, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 54 | 7 | 0.0% | 0.0% | 440 | -33 | -37.93% | Q4 2025 | Feb 10, 2026 |
| CVA Family Office, LLC | History | Reduced | 56 | 7 | 0.0% | 0.0% | 441 | -23 | -29.11% | Q4 2025 | Jan 12, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 52 | 7 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 51 | 6 | 0.0% | 0.01% | 443 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tidemark, LLC | History | No change | 47 | 6 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 39 | 5 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 38 | 5 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 36 | 4 | 0.0% | — | 450 | +36 | New | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 35 | 4 | 0.0% | 0.0% | 451 | -35 | -50.0% | Q4 2025 | Feb 18, 2026 |
| OPTIMA CAPITAL LLC | History | New | 30 | 4 | 0.0% | — | 452 | +30 | New | Q4 2025 | Jan 23, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 35 | 4 | 0.0% | 0.0% | 448 | -2 | -5.41% | Q4 2025 | Feb 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 36 | 4 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 33 | 4 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ATWOOD & PALMER INC | History | New | 28 | 3 | 0.0% | — | 454 | +28 | New | Q4 2025 | Jan 28, 2026 |
| Cornerstone Planning Group LLC | History | New | 24 | 3 | 0.0% | — | 457 | +24 | New | Q4 2025 | Feb 02, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 22 | 3 | 0.0% | — | 459 | +22 | New | Q4 2025 | Mar 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 25 | 3 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WealthShield Partners, LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rialto Wealth Management, LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TRUST CO OF VERMONT | History | No change | 10 | 1 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MASON STREET ADVISORS, LLC | History | Closed out | 0 | 0 | — | 4.15% | — | -320,000 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TLT Family Holdco ULC | History | Closed out | 0 | 0 | — | 1.59% | — | -139,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Apex Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.74% | — | -19,458 | -100.0% | Q3 2025 | Oct 23, 2025 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -18,912 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.6% | — | -15,309 | -100.0% | Q3 2025 | Nov 04, 2025 |
| RHUMBLINE ADVISERS | History | Closed out | 0 | 0 | — | 0.0% | — | -11,989 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Plancorp, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,597 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.04% | — | -11,518 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,044 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,108 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,719 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BECKER CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,572 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Aspire Private Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,375 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Jaffetilchin Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,331 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,995 | -100.0% | Q3 2025 | Oct 15, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,945 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,752 | -100.0% | Q3 2025 | Oct 23, 2025 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,711 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,691 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,601 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -803 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -724 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.01% | — | -643 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -521 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -497 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Insight Inv LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -488 | -100.0% | Q3 2025 | Oct 28, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -293 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -248 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -120 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Oct 29, 2025 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Oct 27, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Legacy Wealth Managment, LLC/ID | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 03, 2026 |
| WPG Advisers, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 28, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 30, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Jan 07, 2026 |
| BAYBAN | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Mar 05, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Financial Perspectives, Inc | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |