SCHWAB STRATEGIC TRUST - 808524805
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 210 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 297,753,417 | 7,157,992 | 4.53% | 4.43% | 1 | +12,246,283 | 4.29% | Q4 2025 | Feb 10, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 180,778,097 | 4,345,905 | 11.74% | 12.03% | 2 | -5,677,571 | -3.04% | Q4 2025 | Feb 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 156,955,279 | 3,773,204 | 7.15% | 6.98% | 3 | -229,266 | -0.15% | Q4 2025 | Feb 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 111,479,482 | 2,679,966 | 5.99% | 6.01% | 4 | +1,497,065 | 1.36% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Added to | 41,856,869 | 1,006,239 | 0.72% | 0.73% | 5 | +927,877 | 2.27% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Reduced | 21,860,498 | 525,526 | 1.0% | 1.03% | 6 | -512,447 | -2.29% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 20,621,877 | 495,749 | 0.54% | 0.59% | 7 | -1,789,340 | -7.98% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 20,388,995 | 490,337 | 0.67% | 0.75% | 8 | -32,653 | -0.16% | Q4 2025 | Mar 09, 2026 |
| MORGAN STANLEY | History | Added to | 18,928,150 | 455,032 | 0.03% | 0.01% | 9 | +8,376,473 | 79.39% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Added to | 13,933,649 | 334,964 | 4.8% | 4.53% | 10 | +945,930 | 7.28% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | Reduced | 13,933,424 | 334,959 | 0.39% | 0.39% | 11 | -99,565 | -0.71% | Q4 2025 | Jan 30, 2026 |
| SCS Capital Management LLC | History | Reduced | 12,527,998 | 301,173 | 3.19% | 3.22% | 12 | -157,295 | -1.24% | Q4 2025 | Feb 10, 2026 |
| Ascent Advisors, LLC | History | New | 11,910 | 286,316 | 55.13% | — | 13 | +11,910 | New | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 10,898,799 | 262,007 | 2.09% | 2.63% | 14 | -10,690,235 | -49.52% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,291,715 | 229,784 | 0.31% | 0.33% | 15 | +78,707 | 0.85% | Q4 2025 | Jan 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,122,515 | 219,652 | 0.33% | 0.36% | 16 | -47,187 | -0.51% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 8,951,435 | 215,283 | 0.26% | 0.27% | 17 | +34,152 | 0.38% | Q4 2025 | Feb 13, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 8,932,214 | 214,730 | 4.74% | 4.65% | 18 | +169,304 | 1.93% | Q4 2025 | Jan 07, 2026 |
| McAdam, LLC | History | Added to | 8,050,164 | 193,525 | 8.86% | 8.39% | 19 | +733,816 | 10.03% | Q4 2025 | Feb 13, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 7,198,276 | 173,046 | 4.84% | 4.46% | 20 | +521,172 | 7.81% | Q4 2025 | Feb 05, 2026 |
| REBALANCE, LLC | History | Added to | 6,884,573 | 165,505 | 9.67% | 9.13% | 21 | +383,158 | 5.89% | Q4 2025 | Jan 15, 2026 |
| Steele Capital Management, Inc. | History | Added to | 6,727,377 | 161,726 | 6.94% | 6.77% | 22 | +165,141 | 2.52% | Q4 2025 | Jan 27, 2026 |
| Cerity Partners LLC | History | Added to | 6,703,358 | 161,148 | 0.23% | 0.25% | 23 | +16,837 | 0.25% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 6,611,853 | 158,948 | 5.37% | 5.77% | 24 | -576,825 | -8.02% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,465,368 | 155,427 | 0.09% | 0.09% | 25 | +826,113 | 14.65% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 6,184,938 | 148,685 | 0.63% | 0.62% | 26 | +73,168 | 1.2% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 6,084,954 | 146,282 | 0.04% | 0.04% | 27 | +311,086 | 5.39% | Q4 2025 | Feb 11, 2026 |
| Gemmer Asset Management LLC | History | Added to | 5,947,539 | 142,978 | 11.01% | 10.4% | 28 | +407,398 | 7.35% | Q4 2025 | Jan 23, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 5,920,683 | 142,333 | 11.95% | 11.79% | 29 | +91,803 | 1.57% | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 5,918,930 | 142,291 | 0.02% | 0.0% | 30 | +5,000,509 | 544.47% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 5,833,417 | 140,235 | 1.71% | 1.87% | 31 | -549,128 | -8.6% | Q4 2025 | Jan 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,776,689 | 138,871 | 0.03% | 0.02% | 32 | +260,615 | 4.72% | Q4 2025 | Feb 13, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 5,726,548 | 137,666 | 4.55% | 3.96% | 33 | +1,022,253 | 21.73% | Q4 2025 | Feb 11, 2026 |
| BESSEMER GROUP INC | History | Reduced | 5,623,880 | 135,199 | 0.21% | 0.21% | 34 | -294,650 | -4.98% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Added to | 5,271,130 | 126,717 | 0.01% | 0.01% | 35 | +68,035 | 1.31% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 4,949,040 | 118,974 | 0.04% | 0.03% | 36 | -185,666 | -3.62% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,940,138 | 118,760 | 0.01% | 0.01% | 37 | +33,167 | 0.68% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 4,563,437 | 109,705 | 0.83% | 0.81% | 38 | +159,098 | 3.61% | Q4 2025 | Feb 12, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 4,240,654 | 101,945 | 2.87% | 2.87% | 39 | -83,525 | -1.93% | Q4 2025 | Feb 10, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,194,273 | 100,828 | 1.12% | 1.04% | 40 | +257,887 | 6.55% | Q4 2025 | Feb 02, 2026 |
| Align Financial, LLC | History | New | 95,750 | 95,750 | 0.06% | — | 41 | +95,750 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,870,286 | 93,041 | 0.02% | 0.02% | 42 | +244,459 | 6.74% | Q4 2025 | Feb 17, 2026 |
| SNS Financial Group, LLC | History | Reduced | 3,625,618 | 87,159 | 7.51% | 7.41% | 43 | -35,242 | -0.96% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 3,581,357 | 86,095 | 0.09% | 0.09% | 44 | +315,752 | 9.67% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Reduced | 3,522,432 | 84,679 | 1.89% | 3.03% | 45 | -341,438 | -8.84% | Q4 2025 | Feb 05, 2026 |
| Charles Schwab Trust Co | History | Added to | 3,507,462 | 84,319 | 5.54% | 5.41% | 46 | +85,886 | 2.51% | Q4 2025 | Jan 09, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 3,432,739 | 82,523 | 9.11% | 8.69% | 47 | +171,067 | 5.24% | Q4 2025 | Feb 06, 2026 |
| Truepoint, Inc. | History | Reduced | 3,378,971 | 81,230 | 1.83% | 1.89% | 48 | -116,345 | -3.33% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 3,295,428 | 79,222 | 0.01% | 0.01% | 49 | +146,730 | 4.66% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,239,037 | 77,866 | 0.01% | — | 50 | +3,239,037 | New | Q4 2025 | Feb 17, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 3,098,986 | 74,500 | 3.97% | 3.89% | 51 | +536 | 0.02% | Q4 2025 | Jan 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,939,302 | 70,660 | 0.5% | 0.55% | 52 | +125,252 | 4.45% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 2,938,733 | 70,647 | 0.08% | 0.1% | 53 | +314,582 | 11.99% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 2,934,069 | 70,535 | 0.19% | 0.2% | 54 | +101,035 | 3.57% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,920,967 | 70,220 | 0.17% | 0.17% | 55 | +169,291 | 6.15% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Reduced | 2,751,843 | 66,598 | 0.85% | 0.85% | 56 | -41,599 | -1.49% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,680,039 | 64,431 | 0.09% | 0.08% | 57 | +152,954 | 6.05% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,588,215 | 62,220 | 0.03% | 0.0% | 58 | +2,536,570 | 4911.55% | Q4 2025 | Feb 10, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 2,585,925 | 62,165 | 8.07% | 7.03% | 59 | +431,339 | 20.02% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,500,594 | 60,114 | 0.02% | 0.02% | 60 | +81,295 | 3.36% | Q4 2025 | Feb 18, 2026 |
| Evergreen Advisors, LLC | History | New | 2,450,245 | 58,903 | 14.37% | — | 61 | +2,450,245 | New | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 2,409,483 | 57,923 | 0.35% | 0.4% | 62 | -5,298 | -0.22% | Q4 2025 | Feb 17, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 2,360,248 | 56,740 | 0.91% | 0.91% | 63 | +21,539 | 0.92% | Q4 2025 | Jan 15, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 2,330,490 | 56,024 | 12.03% | 11.68% | 64 | +47,606 | 2.09% | Q4 2025 | Feb 10, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 2,195,032 | 52,768 | 10.02% | 10.07% | 65 | +9,111 | 0.42% | Q4 2025 | Feb 11, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 2,187,258 | 52,581 | 0.96% | 1.02% | 66 | -21,314 | -0.97% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,037,714 | 48,986 | 0.01% | 0.0% | 67 | +1,305,945 | 178.46% | Q4 2025 | Mar 25, 2026 |
| Matrix Trust Co | History | Added to | 2,021,390 | 48,594 | 8.02% | 7.13% | 68 | +64,337 | 3.29% | Q4 2025 | Jan 13, 2026 |
| Procyon Advisors, LLC | History | Reduced | 1,984,987 | 47,719 | 2.36% | 2.74% | 69 | -5,437 | -0.27% | Q4 2025 | Jan 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,969,527 | 47,347 | 0.06% | 0.06% | 70 | +7,859 | 0.4% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 1,901,550 | 45,713 | 0.26% | 0.27% | 71 | +23,120 | 1.23% | Q4 2025 | Feb 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 1,899,391 | 45,661 | 0.61% | 0.58% | 72 | +71,249 | 3.9% | Q4 2025 | Jan 30, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 1,884,878 | 45,312 | 1.74% | 1.58% | 73 | +28,646 | 1.54% | Q4 2025 | Feb 02, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 1,840,603 | 44,248 | 2.05% | 2.3% | 74 | -21,332 | -1.15% | Q4 2025 | Jan 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 1,824,710 | 43,866 | 0.83% | 0.9% | 75 | -125,248 | -6.42% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,823,619 | 43,839 | 5.99% | 5.96% | 76 | +9,562 | 0.53% | Q4 2025 | Jan 22, 2026 |
| Visionary Wealth Advisors | History | Added to | 1,823,215 | 43,830 | 1.97% | 1.79% | 77 | +175,145 | 10.63% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,757,423 | 42,248 | 0.08% | 0.06% | 78 | +368,186 | 26.5% | Q4 2025 | Mar 16, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 1,638,424 | 39,387 | 6.24% | 6.31% | 79 | +17,945 | 1.11% | Q4 2025 | Jan 16, 2026 |
| Summit Asset Management, LLC | History | Added to | 1,591,970 | 38,270 | 5.42% | 5.66% | 80 | +11,645 | 0.74% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,546,544 | 37,179 | 0.1% | 0.09% | 81 | +164,370 | 11.89% | Q4 2025 | Feb 05, 2026 |
| Payne Capital Management, LLC | History | Added to | 1,521,679 | 36,581 | 11.55% | 11.2% | 82 | +27,510 | 1.84% | Q4 2025 | Feb 02, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 1,481,053 | 35,604 | 8.38% | 8.19% | 83 | +48,884 | 3.41% | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,466,424 | 35,252 | 0.2% | 0.25% | 84 | -232,566 | -13.69% | Q4 2025 | Jan 26, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 1,449,453 | 34,844 | 4.8% | 4.36% | 85 | +43,752 | 3.11% | Q4 2025 | Jan 20, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,436,126 | 34,524 | 0.22% | 0.23% | 86 | +1,225 | 0.09% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,406,982 | 33,823 | 0.01% | 0.0% | 87 | +49,517 | 3.65% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,406,458 | 33,811 | 0.27% | 0.32% | 88 | +36,765 | 2.68% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,395,650 | 33,551 | 1.22% | 1.21% | 89 | +16,609 | 1.2% | Q4 2025 | Feb 02, 2026 |
| Persium Advisors, LLC | History | Added to | 1,393,328 | 33,495 | 24.17% | 23.43% | 90 | +36,945 | 2.72% | Q4 2025 | Jan 21, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 1,372,086 | 32,984 | 4.35% | 4.26% | 91 | +13,871 | 1.02% | Q4 2025 | Jan 26, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 1,363,505 | 32,778 | 0.59% | 0.28% | 92 | +783,113 | 134.93% | Q4 2025 | Jan 16, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 1,331,139 | 32,000 | 3.28% | 3.32% | 93 | +5,509 | 0.42% | Q4 2025 | Feb 06, 2026 |
| BCS Wealth Management | History | Added to | 1,311,915 | 31,538 | 3.19% | 3.43% | 94 | +658,747 | 100.85% | Q4 2025 | Jan 26, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,284,602 | 30,881 | 1.27% | 1.23% | 95 | +29,979 | 2.39% | Q4 2025 | Jan 27, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 1,271,866 | 30,575 | 6.6% | 6.56% | 96 | +54,666 | 4.49% | Q4 2025 | Jan 20, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 1,250,097 | 30,052 | 9.05% | 8.98% | 97 | -37,712 | -2.93% | Q4 2025 | Jan 26, 2026 |
| Krilogy Financial LLC | History | Reduced | 1,181,408 | 30,043 | 1.02% | 1.24% | 98 | -216,038 | -15.46% | Q4 2025 | Jan 27, 2026 |
| Bangor Savings Bank | History | Reduced | 1,246,901 | 29,975 | 2.41% | 2.43% | 99 | -6,878 | -0.55% | Q4 2025 | Jan 16, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,240,436 | 29,820 | 0.52% | 0.67% | 100 | +382 | 0.03% | Q4 2025 | Feb 09, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 1,223,587 | 29,415 | 8.11% | 7.83% | 101 | +1,902 | 0.16% | Q4 2025 | Feb 03, 2026 |
| Curi Capital, LLC | History | Added to | 1,214,200 | 29,189 | 0.51% | 0.51% | 102 | +23,976 | 2.01% | Q4 2025 | Feb 17, 2026 |
| LCW Services, LLC | History | New | 1,205,738 | 28,985 | 15.44% | — | 103 | +1,205,738 | New | Q4 2025 | Feb 11, 2026 |
| Operose Advisors LLC | History | Added to | 1,205,272 | 28,974 | 6.75% | 5.81% | 104 | +204,467 | 20.43% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 1,181,085 | 28,393 | 0.24% | 0.22% | 105 | -50,442 | -4.1% | Q4 2025 | Jan 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 1,166,323 | 28,038 | 0.23% | 0.22% | 106 | +46,985 | 4.2% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,164,797 | 28,001 | 0.05% | 0.05% | 107 | +19,466 | 1.7% | Q4 2025 | Feb 17, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 1,162,596 | 27,948 | 6.99% | 6.94% | 108 | +11,632 | 1.01% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,151,323 | 27,836 | 0.05% | 0.05% | 109 | +145,910 | 14.51% | Q4 2025 | Feb 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,152,306 | 27,701 | 0.49% | 0.49% | 110 | +94,856 | 8.97% | Q4 2025 | Jan 16, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 1,151,860 | 27,690 | 0.37% | 0.38% | 111 | -69,576 | -5.7% | Q4 2025 | Feb 13, 2026 |
| Boltwood Capital Management | History | Reduced | 1,144,813 | 27,521 | 7.16% | 7.1% | 112 | -762 | -0.07% | Q4 2025 | Jan 02, 2026 |
| Red Tortoise LLC | History | Added to | 1,141,527 | 27,442 | 11.64% | 11.38% | 113 | +14,851 | 1.32% | Q4 2025 | Jan 22, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Added to | 1,136,276 | 27,316 | 8.23% | 8.03% | 114 | +33,544 | 3.04% | Q4 2025 | Jan 30, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 1,112,901 | 26,754 | 7.68% | 7.84% | 115 | -5,914 | -0.53% | Q4 2025 | Jan 27, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 1,111,913 | 26,730 | 9.41% | 5.7% | 116 | +355,013 | 46.9% | Q4 2025 | Jan 30, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 1,107,724 | 26,629 | 11.39% | 10.52% | 117 | +30,628 | 2.84% | Q4 2025 | Feb 10, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 1,106,210 | 26,593 | 4.32% | 4.31% | 118 | +697 | 0.06% | Q4 2025 | Jan 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,099,954 | 26,442 | 0.0% | 0.0% | 119 | +198,048 | 21.96% | Q4 2025 | Feb 11, 2026 |
| Black Diamond Financial, LLC | History | Added to | 1,086,615 | 26,122 | 2.75% | 2.54% | 120 | +112,785 | 11.58% | Q4 2025 | Feb 03, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 1,086,262 | 26,113 | 3.07% | 3.03% | 121 | -38,368 | -3.41% | Q4 2025 | Jan 22, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 1,084,813 | 26,078 | 1.08% | 1.06% | 122 | +2,770 | 0.26% | Q4 2025 | Feb 09, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 1,081,058 | 25,988 | 1.77% | 0.14% | 123 | +1,063,983 | 6231.23% | Q4 2025 | Feb 17, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 1,078,430 | 25,925 | 1.14% | 1.04% | 124 | +29,649 | 2.83% | Q4 2025 | Feb 17, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Added to | 1,066,203 | 25,631 | 2.77% | 2.83% | 125 | +29,580 | 2.85% | Q4 2025 | Feb 11, 2026 |
| Wedmont Private Capital | History | Added to | 1,035,169 | 25,485 | 0.89% | 0.88% | 126 | +34,334 | 3.43% | Q4 2025 | Jan 08, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 1,048,663 | 25,209 | 2.96% | 2.89% | 127 | +14,803 | 1.43% | Q4 2025 | Jan 20, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 1,039,149 | 24,981 | 1.87% | 1.81% | 128 | +41,798 | 4.19% | Q4 2025 | Feb 04, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 1,037,777 | 24,948 | 1.59% | 1.58% | 129 | +14,050 | 1.37% | Q4 2025 | Feb 05, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Added to | 1,035,545 | 24,894 | 13.93% | 14.05% | 130 | +17,189 | 1.69% | Q4 2025 | Mar 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,007,458 | 24,219 | 0.3% | 0.29% | 131 | -79,466 | -7.31% | Q4 2025 | Feb 11, 2026 |
| McIlrath & Eck, LLC | History | Added to | 1,003,572 | 24,125 | 2.24% | 2.16% | 132 | +103,488 | 11.5% | Q4 2025 | Feb 03, 2026 |
| Savant Capital, LLC | History | Reduced | 1,000,139 | 24,043 | 0.14% | 0.15% | 133 | -27,507 | -2.68% | Q4 2025 | Feb 10, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 987,311 | 23,734 | 3.25% | 2.94% | 134 | +94,057 | 10.53% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 976,959 | 23,486 | 0.09% | 0.09% | 135 | +119,604 | 13.95% | Q4 2025 | Feb 18, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 975,483 | 23,450 | 1.76% | 1.49% | 136 | -21,924 | -2.2% | Q4 2025 | Feb 17, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 965,779 | 23,217 | 11.42% | 10.92% | 137 | -16,704 | -1.7% | Q4 2025 | Feb 09, 2026 |
| ZynergyRetirementPlanningLLC | History | Added to | 940,599 | 22,612 | 13.91% | 13.77% | 138 | +2,658 | 0.28% | Q4 2025 | Jan 09, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 926,736 | 22,278 | 7.29% | 7.4% | 139 | +19,833 | 2.19% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 918,231 | 22,074 | 0.24% | 0.24% | 140 | +231,871 | 33.78% | Q4 2025 | Jan 23, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 915,089 | 21,998 | 4.56% | 4.44% | 141 | +33,314 | 3.78% | Q4 2025 | Jan 05, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 910,948 | 21,900 | 4.95% | 5.21% | 142 | +12,488 | 1.39% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 865,264 | 20,800 | 0.75% | 0.74% | 143 | +28,460 | 3.4% | Q4 2025 | Jan 27, 2026 |
| FLC Capital Advisors | History | Added to | 862,249 | 20,728 | 3.83% | 3.57% | 144 | +69,750 | 8.8% | Q4 2025 | Feb 11, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 860,686 | 20,691 | 1.36% | 1.35% | 145 | -3,676 | -0.43% | Q4 2025 | Jan 09, 2026 |
| Sylvest Advisors, LLC | History | Reduced | 860,077 | 20,676 | 11.03% | 10.83% | 146 | -6,285 | -0.73% | Q4 2025 | Jan 20, 2026 |
| Noble Family Wealth, LLC | History | Added to | 853,571 | 20,519 | 4.33% | 4.38% | 147 | +433 | 0.05% | Q4 2025 | Jan 07, 2026 |
| World Investment Advisors | History | Added to | 848,866 | 20,406 | 0.33% | 0.38% | 148 | +41,659 | 5.16% | Q4 2025 | Mar 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 847,154 | 20,366 | 0.26% | 0.26% | 149 | -3,506 | -0.41% | Q4 2025 | Feb 10, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 835,210 | 20,077 | 2.78% | 3.01% | 150 | +543 | 0.07% | Q4 2025 | Jan 23, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 820,523 | 19,725 | 2.91% | 2.93% | 151 | +25,414 | 3.2% | Q4 2025 | Jan 27, 2026 |
| Curbstone Financial Management Corp | History | Added to | 814,205 | 19,573 | 3.74% | 3.53% | 152 | +25,730 | 3.26% | Q4 2025 | Jan 23, 2026 |
| Alliance Wealth Management Group | History | Reduced | 810,666 | 19,488 | 4.28% | 4.25% | 153 | -10,587 | -1.29% | Q4 2025 | Jan 21, 2026 |
| Towercrest Capital Management | History | Reduced | 810,666 | 19,488 | 3.07% | 3.07% | 154 | -10,587 | -1.29% | Q4 2025 | Jan 21, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 809,521 | 19,460 | 8.25% | 7.75% | 155 | +35,869 | 4.64% | Q4 2025 | Jan 28, 2026 |
| WealthShield Partners, LLC | History | Reduced | 805,920 | 19,375 | 2.14% | 2.17% | 156 | -16,308 | -1.98% | Q4 2025 | Feb 03, 2026 |
| eCIO, Inc. | History | Added to | 804,318 | 19,335 | 9.0% | 6.46% | 157 | +60,537 | 8.14% | Q4 2025 | Jan 20, 2026 |
| Apriem Advisors | History | Reduced | 798,579 | 19,197 | 1.76% | 1.81% | 158 | -23,243 | -2.83% | Q4 2025 | Feb 13, 2026 |
| Essex LLC | History | Added to | 792,746 | 19,057 | 3.38% | 3.26% | 159 | +19,185 | 2.48% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 788,361 | 18,952 | 4.41% | 3.96% | 160 | +85,410 | 12.15% | Q4 2025 | Jan 14, 2026 |
| LIBRA WEALTH LLC | History | Reduced | 788,292 | 18,950 | 5.3% | 5.57% | 161 | -7,990 | -1.0% | Q4 2025 | Jan 28, 2026 |
| Stokes Family Office, LLC | History | Added to | 781,989 | 18,799 | 1.72% | 1.73% | 162 | +727 | 0.09% | Q4 2025 | Feb 18, 2026 |
| Broadleaf Partners, LLC | History | Added to | 781,520 | 18,787 | 3.96% | 3.79% | 163 | +1,087 | 0.14% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 771,325 | 18,542 | 0.1% | — | 164 | +771,325 | New | Q4 2025 | Feb 18, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 767,512 | 18,450 | 1.22% | 1.17% | 165 | +41,622 | 5.73% | Q4 2025 | Apr 02, 2026 |
| Opus Capital Group, LLC | History | Reduced | 760,433 | 18,281 | 1.98% | 2.12% | 166 | -49,748 | -6.14% | Q4 2025 | Jan 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 760,144 | 18,273 | 0.01% | 0.01% | 167 | +84,685 | 12.54% | Q4 2025 | Feb 17, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 759,862 | 18,267 | 0.74% | 0.69% | 168 | +26,652 | 3.63% | Q4 2025 | Feb 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 759,394 | 18,255 | 0.36% | 0.38% | 169 | -68,931 | -8.32% | Q4 2025 | Feb 05, 2026 |
| Invst, LLC | History | Added to | 747,274 | 17,964 | 1.95% | 1.9% | 170 | +27,672 | 3.85% | Q4 2025 | Feb 11, 2026 |
| Denver PWM, LLC | History | No change | 810,881 | 17,920 | 5.98% | 5.59% | 171 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 744,794 | 17,904 | 0.43% | 0.45% | 172 | -13,421 | -1.77% | Q4 2025 | Feb 17, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 682,595 | 17,726 | 0.41% | 0.41% | 173 | -5,712 | -0.83% | Q4 2025 | Feb 09, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 736,470 | 17,704 | 3.73% | 3.69% | 174 | +15,995 | 2.22% | Q4 2025 | Jan 29, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Reduced | 733,484 | 17,632 | 0.66% | 0.65% | 175 | -8,007 | -1.08% | Q4 2025 | Feb 13, 2026 |
| Garde Capital, Inc. | History | Reduced | 725,541 | 17,442 | 1.03% | 0.85% | 176 | -27,947 | -3.71% | Q4 2025 | Feb 10, 2026 |
| Sherwood Financial Partners, LLC | History | Reduced | 719,597 | 17,299 | 14.91% | 14.65% | 177 | -2,003 | -0.28% | Q4 2025 | Feb 18, 2026 |
| Compound Planning, Inc. | History | Added to | 713,934 | 17,162 | 0.5% | 0.53% | 178 | +8,852 | 1.26% | Q4 2025 | Feb 19, 2026 |
| Downshift Financial, LLC | History | New | 673,329 | 17,092 | 10.54% | — | 179 | +673,329 | New | Q4 2025 | Mar 11, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 706,530 | 16,984 | 7.16% | 7.37% | 181 | -43,778 | -5.83% | Q4 2025 | Jan 14, 2026 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | History | No change | 706,500 | 16,984 | 1.86% | 1.8% | 180 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WBH ADVISORY INC | History | Added to | 701,765 | 16,870 | 1.25% | 1.2% | 182 | +24,617 | 3.64% | Q4 2025 | Jan 26, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 697,117 | 16,758 | 7.33% | 5.39% | 183 | +183,082 | 35.62% | Q4 2025 | Feb 05, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 686,395 | 16,500 | 2.91% | 2.98% | 184 | -19,792 | -2.8% | Q4 2025 | Jan 15, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 686,216 | 16,496 | 5.66% | 3.59% | 185 | +289,885 | 73.14% | Q4 2025 | Feb 10, 2026 |
| Certified Advisory Corp | History | Added to | 684,846 | 16,463 | 1.5% | 1.45% | 186 | +27,949 | 4.25% | Q4 2025 | Jan 12, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 681,798 | 16,390 | 3.03% | 2.96% | 187 | +39,280 | 6.11% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 680,326 | 16,355 | 1.17% | 1.07% | 188 | +59,083 | 9.51% | Q4 2025 | Feb 11, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 674,054 | 16,204 | 2.04% | 2.04% | 189 | -8,423 | -1.23% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 672,889 | 16,176 | 0.01% | 0.01% | 190 | +248,976 | 58.73% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 690,664 | 16,115 | 0.05% | 0.05% | 191 | +44,789 | 6.93% | Q4 2025 | Feb 10, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 670,057 | 16,108 | 3.18% | 3.03% | 192 | +21,387 | 3.3% | Q4 2025 | Jan 28, 2026 |
| Momentous Wealth Management, Inc. | History | Added to | 662,494 | 15,926 | 9.03% | 9.25% | 193 | +35,621 | 5.68% | Q4 2025 | Feb 17, 2026 |
| RKL Wealth Management LLC | History | Added to | 659,652 | 15,858 | 1.3% | 1.28% | 194 | +14,656 | 2.27% | Q4 2025 | Feb 12, 2026 |
| Elgethun Capital Management | History | Added to | 657,812 | 15,813 | 2.73% | 2.55% | 195 | +58,729 | 9.8% | Q4 2025 | Feb 10, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 625,533 | 15,669 | 1.76% | 1.62% | 196 | +35,228 | 5.97% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 650,677 | 15,642 | 0.0% | 0.0% | 197 | +530,701 | 442.34% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 648,721 | 15,595 | 0.03% | 0.03% | 198 | +121,347 | 23.01% | Q4 2025 | Feb 17, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 647,531 | 15,566 | 4.7% | 4.67% | 199 | +6,611 | 1.03% | Q4 2025 | Jan 22, 2026 |
| Johnson Financial Group, LLC | History | Added to | 646,379 | 15,538 | 0.96% | 1.07% | 200 | +143,434 | 28.52% | Q4 2025 | Feb 10, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 642,809 | 15,453 | 0.23% | 0.24% | 201 | -7,946 | -1.22% | Q4 2025 | Jan 22, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 637,275 | 15,320 | 0.08% | 0.07% | 202 | +61,359 | 10.65% | Q4 2025 | Jan 29, 2026 |
| Envision Financial LLC | History | Added to | 630,636 | 15,160 | 8.01% | 7.79% | 203 | +46,759 | 8.01% | Q4 2025 | Jan 07, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 624,458 | 15,011 | 4.57% | 4.32% | 204 | +56,598 | 9.97% | Q4 2025 | Jan 26, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 623,303 | 14,984 | 1.8% | 1.84% | 205 | -4,585 | -0.73% | Q4 2025 | Jan 20, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 613,494 | 14,748 | 1.52% | 1.59% | 206 | -41,596 | -6.35% | Q4 2025 | Jan 27, 2026 |
| Freestate Advisors LLC | History | Reduced | 609,909 | 14,662 | 11.92% | 12.0% | 207 | -4,573 | -0.74% | Q4 2025 | Jan 12, 2026 |
| MYECFO, LLC | History | Reduced | 598,757 | 14,394 | 6.11% | 6.46% | 208 | -11,550 | -1.89% | Q4 2025 | Jan 12, 2026 |
| Brooklyn FI, LLC | History | Added to | 583,881 | 14,036 | 3.0% | 2.71% | 209 | +62,976 | 12.09% | Q4 2025 | Jan 21, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 576,948 | 13,869 | 0.49% | 0.5% | 210 | +14,621 | 2.6% | Q4 2025 | Feb 04, 2026 |
| Powers Advisory Group, LLC | History | Added to | 572,593 | 13,765 | 5.18% | 5.1% | 211 | +22,000 | 4.0% | Q4 2025 | Jan 22, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 572,435 | 13,761 | 0.15% | 0.13% | 212 | +72,458 | 14.49% | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 571,232 | 13,732 | 2.17% | 2.08% | 213 | +24,611 | 4.5% | Q4 2025 | Feb 24, 2026 |
| Blue Barn Wealth, LLC | History | Reduced | 566,917 | 13,628 | 19.85% | 9.64% | 214 | -375,198 | -39.83% | Q4 2025 | Feb 10, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Added to | 562,453 | 13,521 | 2.83% | 2.1% | 215 | +141,942 | 33.75% | Q4 2025 | Jan 16, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 562,138 | 13,513 | 5.76% | 5.69% | 216 | +20,472 | 3.78% | Q4 2025 | Jan 26, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Reduced | 560,586 | 13,476 | 5.77% | 6.23% | 217 | -6,993 | -1.23% | Q4 2025 | Jan 21, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 559,379 | 13,447 | 4.73% | 4.78% | 218 | -4,212 | -0.75% | Q4 2025 | Feb 17, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 558,370 | 13,423 | 3.75% | 3.85% | 219 | -29,540 | -5.02% | Q4 2025 | Feb 11, 2026 |
| Holistic Financial Partners | History | Added to | 553,411 | 13,304 | 4.82% | 5.08% | 220 | +20,785 | 3.9% | Q4 2025 | Jan 07, 2026 |
| Creekside Partners | History | Added to | 548,010 | 13,174 | 5.57% | 5.5% | 221 | +11,607 | 2.16% | Q4 2025 | Feb 13, 2026 |
| TPG Advisors LLC | History | Added to | 546,957 | 13,148 | 8.18% | 8.1% | 222 | +18,249 | 3.45% | Q4 2025 | Jan 21, 2026 |
| Brightwater Advisory LLC | History | Added to | 546,043 | 13,126 | 8.87% | 8.67% | 223 | +3,978 | 0.73% | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 536,550 | 12,899 | 0.02% | 0.01% | 224 | +114,708 | 27.19% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 536,293 | 12,892 | 0.05% | 0.06% | 225 | -51,247 | -8.72% | Q4 2025 | Feb 13, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 534,407 | 12,847 | 3.61% | 3.56% | 226 | -2,778 | -0.52% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 533,566 | 12,826 | 0.07% | 0.07% | 227 | +12,121 | 2.32% | Q4 2025 | Feb 11, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 533,172 | 12,817 | 0.3% | 0.3% | 228 | +6,521 | 1.24% | Q4 2025 | Feb 02, 2026 |
| Signet Investment Advisory Group, Inc. | History | Added to | 525,450 | 12,631 | 5.87% | 5.8% | 229 | +6,906 | 1.33% | Q4 2025 | Feb 12, 2026 |
| White & Co Financial Planning Inc | History | Reduced | 523,022 | 12,573 | 9.4% | 9.17% | 230 | -242 | -0.05% | Q4 2025 | Jan 20, 2026 |
| Zhang Financial LLC | History | Added to | 518,515 | 12,465 | 0.46% | 0.48% | 231 | +6,002 | 1.17% | Q4 2025 | Feb 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 507,808 | 12,207 | 0.77% | 0.78% | 232 | -4,500 | -0.88% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 507,185 | 12,192 | 0.12% | 0.13% | 233 | -55,146 | -9.81% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 481,092 | 12,171 | 0.3% | 0.28% | 234 | +27,802 | 6.13% | Q4 2025 | Jan 28, 2026 |
| Gleason Group, Inc. | History | Added to | 503,580 | 12,106 | 1.19% | 1.06% | 235 | +49,574 | 10.92% | Q4 2025 | Jan 15, 2026 |
| Vivaldi Capital Management LP | History | Added to | 503,059 | 12,093 | 1.64% | 1.6% | 236 | +15,936 | 3.27% | Q4 2025 | Feb 13, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 497,224 | 11,953 | 6.39% | 6.43% | 237 | -112 | -0.02% | Q4 2025 | Feb 06, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 487,735 | 11,725 | 5.0% | 4.96% | 238 | -8,450 | -1.7% | Q4 2025 | Jan 22, 2026 |
| Livet Wealth, LLC | History | New | 487,148 | 11,711 | 7.21% | — | 239 | +487,148 | New | Q4 2025 | Feb 13, 2026 |
| Jacobsen Capital Management | History | Added to | 482,197 | 11,592 | 3.79% | 3.72% | 240 | +11,270 | 2.39% | Q4 2025 | Jan 26, 2026 |
| Focus Financial Network, Inc. | History | Added to | 477,959 | 11,490 | 0.4% | 0.38% | 241 | +21,655 | 4.75% | Q4 2025 | Jan 12, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 476,214 | 11,448 | 1.5% | 1.58% | 242 | -23,400 | -4.68% | Q4 2025 | Jan 12, 2026 |
| Seros Financial, LLC | History | Added to | 475,062 | 11,420 | 6.7% | 6.41% | 243 | +20,252 | 4.45% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 468,247 | 11,256 | 0.16% | 0.1% | 244 | +102,521 | 28.03% | Q4 2025 | Feb 02, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 464,507 | 11,242 | 0.34% | 0.35% | 245 | -19,698 | -4.07% | Q4 2025 | Jan 16, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 462,101 | 11,108 | 8.01% | 8.21% | 246 | -60,722 | -11.61% | Q4 2025 | Mar 12, 2026 |
| Fairway Financial, LLC | History | Added to | 459,898 | 11,055 | 8.34% | 8.05% | 247 | +21,207 | 4.83% | Q4 2025 | Feb 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 459,327 | 11,042 | 0.23% | 0.24% | 248 | +19,598 | 4.46% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 452,539 | 10,879 | 0.27% | 0.18% | 249 | +142,187 | 45.81% | Q4 2025 | Jan 28, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 451,785 | 10,860 | 1.91% | 2.11% | 250 | -20,238 | -4.29% | Q4 2025 | Jan 21, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 448,349 | 10,778 | 2.78% | 2.83% | 251 | -5,837 | -1.29% | Q4 2025 | Feb 06, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 446,269 | 10,728 | 2.57% | 2.67% | 252 | -13,828 | -3.01% | Q4 2025 | Jan 22, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 444,053 | 10,675 | 2.79% | 2.5% | 253 | +40,802 | 10.12% | Q4 2025 | Jan 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 443,838 | 10,669 | 0.0% | 0.0% | 254 | +28,537 | 6.87% | Q4 2025 | Feb 10, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 440,221 | 10,582 | 9.1% | 9.33% | 255 | +16,930 | 4.0% | Q4 2025 | Feb 11, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 439,109 | 10,556 | 1.27% | 1.29% | 256 | -11,483 | -2.55% | Q4 2025 | Jan 27, 2026 |
| Capital Advantage, Inc. | History | Added to | 435,130 | 10,460 | 1.41% | 1.28% | 257 | +68,459 | 18.67% | Q4 2025 | Jan 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 432,759 | 10,403 | 0.02% | 0.02% | 258 | +2,164 | 0.5% | Q4 2025 | Feb 13, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 425,003 | 10,217 | 3.13% | 3.15% | 259 | +5,888 | 1.4% | Q4 2025 | Feb 12, 2026 |
| BANK HAPOALIM BM | History | No change | 422,900 | 10,171 | 0.88% | 1.21% | 260 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 420,687 | 10,113 | 0.97% | 0.98% | 261 | +3,263 | 0.78% | Q4 2025 | Feb 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 418,372 | 10,057 | 0.12% | 0.12% | 262 | +8,395 | 2.05% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 415,357 | 9,985 | 1.39% | 1.36% | 263 | +17,577 | 4.42% | Q4 2025 | Feb 02, 2026 |
| Compass Advisory Group LLC | History | Added to | 407,877 | 9,805 | 2.65% | 2.59% | 264 | +11,222 | 2.83% | Q4 2025 | Jan 21, 2026 |
| Kovack Advisors, Inc. | History | New | 405,792 | 9,755 | 0.45% | — | 265 | +405,792 | New | Q4 2025 | Feb 17, 2026 |
| Chesapeake Wealth Management | History | Added to | 399,606 | 9,606 | 2.86% | 2.81% | 266 | +3,464 | 0.87% | Q4 2025 | Feb 03, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 398,594 | 9,582 | 1.37% | 1.37% | 267 | +1,988 | 0.5% | Q4 2025 | Jan 26, 2026 |
| CX Institutional | History | Added to | 395,264 | 9,502 | 0.28% | 0.27% | 268 | +10,980 | 2.86% | Q4 2025 | Feb 02, 2026 |
| Arnold Financial Planning LLC | History | New | 393,633 | 9,462 | 9.75% | — | 269 | +393,633 | New | Q4 2025 | Jan 27, 2026 |
| James J. Burns & Company, LLC | History | Added to | 393,248 | 9,453 | 1.3% | 1.34% | 270 | +5,847 | 1.51% | Q4 2025 | Jan 23, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 389,442 | 9,362 | 2.86% | 2.9% | 271 | -949 | -0.24% | Q4 2025 | Feb 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 387,890 | 9,324 | 0.18% | 0.18% | 272 | +12,431 | 3.31% | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | Reduced | 384,809 | 9,250 | 0.37% | 0.37% | 273 | -4,908 | -1.26% | Q4 2025 | Jan 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 384,221 | 9,236 | 0.05% | 0.04% | 274 | +70,500 | 22.47% | Q4 2025 | Feb 03, 2026 |
| Barden Capital Management, Inc. | History | Added to | 379,456 | 9,122 | 7.49% | 6.93% | 275 | +21,108 | 5.89% | Q4 2025 | Jan 06, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 378,508 | 9,099 | 0.19% | 0.22% | 276 | -82,833 | -17.95% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 378,426 | 9,097 | 0.01% | 0.01% | 277 | -12,226 | -3.13% | Q4 2025 | Feb 17, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 374,946 | 9,013 | 0.81% | — | 278 | +374,946 | New | Q4 2025 | Feb 13, 2026 |
| Athena Investment Management | History | Added to | 374,454 | 9,001 | 4.61% | 4.53% | 279 | +595 | 0.16% | Q4 2025 | Feb 12, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 371,298 | 8,926 | 2.5% | 2.45% | 280 | +6,139 | 1.68% | Q4 2025 | Jan 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 370,829 | 8,914 | 0.29% | 0.25% | 281 | -1,725 | -0.46% | Q4 2025 | Jan 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 370,085 | 8,896 | 0.89% | 0.92% | 282 | -9,665 | -2.55% | Q4 2025 | Jan 27, 2026 |
| Prota Financial, LLC | History | New | 370,036 | 8,895 | 6.41% | — | 283 | +370,036 | New | Q4 2025 | Apr 09, 2026 |
| BAILARD, INC. | History | Reduced | 367,702 | 8,839 | 0.2% | 0.19% | 284 | -1,449 | -0.39% | Q4 2025 | Feb 04, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 364,637 | 8,765 | 1.29% | 1.1% | 285 | +51,684 | 16.51% | Q4 2025 | Jan 12, 2026 |
| Summit Financial, LLC | History | Added to | 358,677 | 8,622 | 0.13% | 0.1% | 286 | +83,927 | 30.55% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 357,855 | 8,602 | 0.1% | 0.08% | 287 | +50,281 | 16.35% | Q4 2025 | Feb 05, 2026 |
| Legacy Private Trust Co. | History | Added to | 357,653 | 8,597 | 0.5% | 0.49% | 288 | +4,967 | 1.41% | Q4 2025 | Jan 08, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 355,556 | 8,547 | 0.41% | 0.39% | 289 | +4,112 | 1.17% | Q4 2025 | Jan 20, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 354,168 | 8,514 | 2.58% | 2.18% | 290 | +48,253 | 15.77% | Q4 2025 | Feb 10, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 354,164 | 8,514 | 1.98% | 1.95% | 291 | +7,915 | 2.29% | Q4 2025 | Feb 10, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 349,901 | 8,411 | 0.75% | 0.82% | 292 | +7,373 | 2.15% | Q4 2025 | Jan 30, 2026 |
| MA Private Wealth | History | Added to | 349,370 | 8,398 | 1.4% | 1.34% | 293 | +6,595 | 1.92% | Q4 2025 | Feb 03, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 348,768 | 8,384 | 0.94% | 0.5% | 294 | +164,238 | 89.0% | Q4 2025 | Jan 14, 2026 |
| Firestone Capital Management | History | Added to | 346,722 | 8,335 | 1.77% | 1.73% | 295 | +2,283 | 0.66% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 346,629 | 8,332 | 0.03% | — | 296 | +346,629 | New | Q4 2025 | Feb 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 346,297 | 8,324 | 0.47% | 0.47% | 297 | +1,166 | 0.34% | Q4 2025 | Jan 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 343,411 | 8,255 | 0.0% | 0.0% | 298 | +14,196 | 4.31% | Q4 2025 | Feb 17, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 343,201 | 8,250 | 0.56% | 0.58% | 299 | -10,555 | -2.98% | Q4 2025 | Jan 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 342,933 | 8,244 | 0.26% | 0.26% | 300 | -2,576 | -0.75% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 342,102 | 8,224 | 0.15% | 0.15% | 301 | -13,777 | -3.87% | Q4 2025 | Feb 11, 2026 |
| CRA Financial Services, LLC | History | Added to | 338,257 | 8,131 | 1.06% | 1.06% | 302 | +3,872 | 1.16% | Q4 2025 | Jan 16, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 337,928 | 8,123 | 1.69% | 1.65% | 303 | +9,060 | 2.75% | Q4 2025 | Jan 22, 2026 |
| Wealth Architects, LLC | History | Reduced | 335,089 | 8,055 | 0.73% | 0.74% | 304 | -3,237 | -0.96% | Q4 2025 | Feb 17, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 332,252 | 7,987 | 1.52% | 1.58% | 305 | -36,592 | -9.92% | Q4 2025 | Feb 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 330,110 | 7,935 | 0.1% | 0.1% | 307 | -7,014 | -2.08% | Q4 2025 | Jan 22, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 330,094 | 7,935 | 0.49% | 0.48% | 306 | +18 | 0.01% | Q4 2025 | Feb 06, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 326,461 | 7,848 | 2.28% | 2.17% | 308 | +7,139 | 2.24% | Q4 2025 | Feb 12, 2026 |
| Cooke Wealth Management, LLC | History | New | 310,210 | 7,758 | 6.77% | — | 309 | +310,210 | New | Q4 2025 | Jan 21, 2026 |
| Davis Capital Management | History | Added to | 320,833 | 7,712 | 5.31% | 5.02% | 310 | +9,882 | 3.18% | Q4 2025 | Jan 28, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 318,997 | 7,668 | 5.03% | 4.83% | 311 | -4,981 | -1.54% | Q4 2025 | Jan 22, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 318,498 | 7,656 | 2.23% | 2.08% | 312 | +34,933 | 12.32% | Q4 2025 | Jan 20, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 316,423 | 7,606 | 1.23% | 1.23% | 313 | +13,889 | 4.59% | Q4 2025 | Feb 11, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 313,005 | 7,524 | 2.71% | 2.74% | 314 | -11,767 | -3.62% | Q4 2025 | Feb 09, 2026 |
| BCK Partners, Inc. | History | Reduced | 311,778 | 7,495 | 4.05% | 4.06% | 315 | -11,780 | -3.64% | Q4 2025 | Jan 28, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 309,248 | 7,434 | 0.26% | 0.24% | 316 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 303,429 | 7,294 | 0.49% | 0.45% | 317 | +22,770 | 8.11% | Q4 2025 | Jan 08, 2026 |
| Stonekeep Investments, LLC | History | Reduced | 300,613 | 7,227 | 4.62% | 4.47% | 318 | -2,195 | -0.72% | Q4 2025 | Jan 07, 2026 |
| Leverty Financial Group, LLC | History | Added to | 297,405 | 7,149 | 1.71% | 1.79% | 319 | +715 | 0.24% | Q4 2025 | Jan 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 297,338 | 7,147 | 0.17% | 0.17% | 320 | -3,760 | -1.25% | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | Added to | 295,291 | 7,098 | 0.14% | 0.16% | 321 | +1,521 | 0.52% | Q4 2025 | Feb 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 294,393 | 7,077 | 0.4% | 0.42% | 322 | -49,800 | -14.47% | Q4 2025 | Feb 06, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 294,231 | 7,073 | 0.23% | 0.24% | 323 | -6,974 | -2.32% | Q4 2025 | Feb 03, 2026 |
| Modera Wealth Management, LLC | History | Added to | 292,678 | 7,035 | 0.08% | 0.07% | 324 | +15,452 | 5.57% | Q4 2025 | Jan 21, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 292,089 | 7,021 | 2.18% | 2.57% | 325 | +29,630 | 11.29% | Q4 2025 | Jan 08, 2026 |
| Vestwell Advisors, LLC | History | Reduced | 291,561 | 7,009 | 1.04% | 12.9% | 326 | -1,262,371 | -81.24% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 289,852 | 6,968 | 0.06% | 0.04% | 327 | +84,681 | 41.27% | Q4 2025 | Jan 26, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Reduced | 288,771 | 6,942 | 3.08% | 3.69% | 328 | -74,712 | -20.55% | Q4 2025 | Jan 20, 2026 |
| Peak Wealth Management LLC | History | New | 287,228 | 6,904 | 5.77% | — | 329 | +287,228 | New | Q4 2025 | Feb 04, 2026 |
| Vise Technologies, Inc. | History | Added to | 285,716 | 6,868 | 0.13% | 0.13% | 330 | +140,182 | 96.32% | Q4 2025 | Feb 11, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 284,865 | 6,848 | 1.27% | 1.32% | 331 | -3,658 | -1.27% | Q4 2025 | Jan 14, 2026 |
| SVB WEALTH LLC | History | Added to | 283,866 | 6,824 | 0.4% | 0.35% | 332 | +1,113 | 0.39% | Q4 2025 | Feb 04, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 283,324 | 6,811 | 0.57% | 0.51% | 333 | +24,547 | 9.49% | Q4 2025 | Jan 15, 2026 |
| &PARTNERS | History | Added to | 280,357 | 6,810 | 0.04% | 0.0% | 334 | +259,695 | 1256.87% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 280,541 | 6,744 | 0.16% | 0.08% | 335 | +155,968 | 125.2% | Q4 2025 | Jan 29, 2026 |
| Tudor Financial Inc. | History | Added to | 279,345 | 6,715 | 3.44% | 3.42% | 336 | +3,200 | 1.16% | Q4 2025 | Feb 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 260,273 | 6,681 | 0.12% | 0.1% | 337 | +51,830 | 24.87% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 277,545 | 6,672 | 0.0% | 0.0% | 338 | +825 | 0.3% | Q4 2025 | Feb 12, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 275,605 | 6,625 | 7.35% | — | 339 | +275,605 | New | Q4 2025 | Feb 05, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 273,754 | 6,581 | 1.0% | 1.47% | 340 | -18,962 | -6.48% | Q4 2025 | Feb 13, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 273,562 | 6,576 | 0.7% | 0.96% | 341 | -18,975 | -6.49% | Q4 2025 | Feb 17, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 258,078 | 6,565 | 4.19% | 4.0% | 342 | -17,457 | -6.34% | Q4 2025 | Feb 11, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 272,770 | 6,557 | 3.29% | 3.46% | 343 | -2,711 | -0.98% | Q4 2025 | Feb 06, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 268,993 | 6,466 | 1.55% | 1.47% | 344 | +23,385 | 9.52% | Q4 2025 | Jan 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 268,092 | 6,444 | 0.61% | 0.79% | 345 | +6,197 | 2.37% | Q4 2025 | Jan 22, 2026 |
| L2 Asset Management, LLC | History | Added to | 266,657 | 6,410 | 0.86% | 0.53% | 346 | +108,619 | 68.73% | Q4 2025 | Feb 17, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 266,025 | 6,395 | 0.59% | 0.67% | 347 | -27,054 | -9.23% | Q4 2025 | Feb 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 264,454 | 6,357 | 0.09% | 0.08% | 348 | +18,940 | 7.71% | Q4 2025 | Feb 17, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 262,374 | 6,307 | 1.78% | 1.8% | 349 | +5,149 | 2.0% | Q4 2025 | Jan 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 260,661 | 6,266 | 0.08% | 0.08% | 350 | -4,310 | -1.63% | Q4 2025 | Feb 09, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 260,252 | 6,256 | 1.05% | 1.03% | 351 | -196 | -0.08% | Q4 2025 | Jan 23, 2026 |
| Berger Financial Group, Inc | History | Added to | 255,774 | 6,148 | 0.36% | 0.35% | 352 | +908 | 0.36% | Q4 2025 | Jan 27, 2026 |
| Leisure Capital Management | History | Reduced | 255,113 | 6,132 | 2.03% | 2.04% | 353 | -786 | -0.31% | Q4 2025 | Jan 27, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 251,841 | 6,054 | 1.47% | 1.4% | 354 | -1,102 | -0.44% | Q4 2025 | Feb 12, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 251,663 | 6,050 | 2.1% | 2.05% | 355 | +15,404 | 6.52% | Q4 2025 | Jan 21, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 250,251 | 6,016 | 2.21% | 1.97% | 356 | -16,159 | -6.07% | Q4 2025 | Feb 05, 2026 |
| OneAscent Financial Services LLC | History | Added to | 249,752 | 6,004 | 0.55% | 0.05% | 358 | +232,435 | 1342.24% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 249,788 | 6,004 | 0.03% | 0.03% | 357 | -1,898 | -0.75% | Q4 2025 | Feb 17, 2026 |
| Destination Wealth Management | History | Added to | 248,765 | 5,980 | 0.16% | 0.15% | 359 | +15,593 | 6.69% | Q4 2025 | Feb 13, 2026 |
| Fortis Capital Management LLC | History | Added to | 246,697 | 5,930 | 0.78% | 0.73% | 360 | +23,271 | 10.42% | Q4 2025 | Feb 13, 2026 |
| Texas Yale Capital Corp. | History | Added to | 242,404 | 5,827 | 0.18% | 0.17% | 361 | +5,414 | 2.28% | Q4 2025 | Feb 10, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 241,390 | 5,803 | 0.96% | 0.93% | 362 | +418 | 0.17% | Q4 2025 | Jan 22, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 237,163 | 5,701 | 1.38% | 1.33% | 363 | +7,042 | 3.06% | Q4 2025 | Feb 11, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 236,690 | 5,690 | 1.88% | 1.86% | 364 | -1,596 | -0.67% | Q4 2025 | Jan 21, 2026 |
| Hurley Capital, LLC | History | Added to | 235,240 | 5,655 | 3.16% | 2.83% | 365 | +19,003 | 8.79% | Q4 2025 | Feb 17, 2026 |
| Allen Capital Group, LLC | History | Added to | 235,071 | 5,651 | 0.52% | 0.48% | 366 | +16,696 | 7.65% | Q4 2025 | Feb 09, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Added to | 234,637 | 5,640 | 3.93% | 3.95% | 367 | +13,081 | 5.9% | Q4 2025 | Jan 27, 2026 |
| Seek First Inc. | History | Added to | 232,695 | 5,593 | 3.86% | 3.79% | 368 | +6,428 | 2.84% | Q4 2025 | Jan 30, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 232,636 | 5,592 | 0.25% | 0.26% | 369 | -1,800 | -0.77% | Q4 2025 | Jan 14, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 232,596 | 5,591 | 0.07% | 0.07% | 370 | -558 | -0.24% | Q4 2025 | Jan 29, 2026 |
| DAVIS R M INC | History | No change | 231,974 | 5,576 | 0.1% | 0.09% | 371 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 231,186 | 5,557 | 0.2% | 0.15% | 372 | +90,075 | 63.83% | Q4 2025 | Feb 09, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 230,986 | 5,552 | 1.85% | 1.62% | 373 | +32,614 | 16.44% | Q4 2025 | Jan 26, 2026 |
| Orcam Financial Group | History | Added to | 226,896 | 5,454 | 4.09% | 4.24% | 374 | +1,583 | 0.7% | Q4 2025 | Feb 06, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 224,678 | 5,401 | 0.44% | 0.53% | 375 | -43,280 | -16.15% | Q4 2025 | Jan 27, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 221,193 | 5,317 | 3.39% | 3.41% | 376 | -2,463 | -1.1% | Q4 2025 | Mar 04, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 218,914 | 5,262 | 0.98% | 0.91% | 377 | +11,706 | 5.65% | Q4 2025 | Jan 26, 2026 |
| WT Wealth Management | History | Added to | 218,410 | 5,250 | 1.51% | 1.45% | 378 | +1,820 | 0.84% | Q4 2025 | Feb 02, 2026 |
| Breakwater Investment Management | History | Added to | 216,224 | 5,198 | 1.88% | 1.84% | 379 | +2,142 | 1.0% | Q4 2025 | Feb 02, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 216,133 | 5,195 | 0.74% | 0.71% | 380 | -4,388 | -1.99% | Q4 2025 | Jan 23, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 214,971 | 5,167 | 3.15% | 3.04% | 381 | +6,868 | 3.3% | Q4 2025 | Jan 22, 2026 |
| Savvy Advisors, Inc. | History | Added to | 212,967 | 5,119 | 0.17% | 0.2% | 382 | +28,029 | 15.16% | Q4 2025 | Jan 20, 2026 |
| CGN Advisors LLC | History | Added to | 212,343 | 5,104 | 0.4% | 0.38% | 383 | +14,073 | 7.1% | Q4 2025 | Jan 05, 2026 |
| Waterford Advisors, LLC | History | Added to | 212,113 | 5,099 | 1.99% | 1.7% | 384 | +305 | 0.14% | Q4 2025 | Feb 20, 2026 |
| Five Oceans Advisors | History | Reduced | 209,389 | 5,033 | 1.78% | 1.8% | 385 | -936 | -0.45% | Q4 2025 | Jan 16, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 209,167 | 5,028 | 0.32% | 0.32% | 386 | +2,071 | 1.0% | Q4 2025 | Feb 03, 2026 |
| SWS Partners | History | Added to | 208,613 | 5,015 | 1.21% | 1.18% | 387 | +1,165 | 0.56% | Q4 2025 | Jan 16, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 207,684 | 4,992 | 1.01% | 0.99% | 388 | +6,563 | 3.26% | Q4 2025 | Jan 28, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 207,270 | 4,982 | 2.24% | 2.25% | 389 | +5,315 | 2.63% | Q4 2025 | Jan 28, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 206,464 | 4,963 | 1.05% | 1.0% | 390 | +14,708 | 7.67% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 206,090 | 4,954 | 0.06% | 0.06% | 391 | -59,228 | -22.32% | Q4 2025 | Feb 13, 2026 |
| NBT BANK N A /NY | History | Reduced | 191,057 | 4,917 | 0.32% | 0.31% | 392 | -2,479 | -1.28% | Q4 2025 | Jan 23, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 200,165 | 4,811 | 0.88% | 0.85% | 393 | -6,250 | -3.03% | Q4 2025 | Feb 05, 2026 |
| RHS Financial, LLC | History | Reduced | 200,076 | 4,809 | 2.35% | 2.51% | 394 | -7,509 | -3.62% | Q4 2025 | Jan 16, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | New | 200,036 | 4,808 | 4.81% | — | 395 | +200,036 | New | Q4 2025 | Feb 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 198,129 | 4,763 | 1.01% | 0.99% | 396 | +5,293 | 2.74% | Q4 2025 | Feb 10, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 198,073 | 4,761 | 1.0% | 1.0% | 397 | +9,196 | 4.87% | Q4 2025 | Jan 23, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 197,686 | 4,752 | 0.11% | 0.11% | 398 | -588 | -0.3% | Q4 2025 | Feb 04, 2026 |
| Beacon Wealthcare LLC | History | Reduced | 196,171 | 4,715 | 1.62% | 1.61% | 399 | -431 | -0.22% | Q4 2025 | Jan 06, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 195,153 | 4,691 | 1.91% | 1.9% | 400 | +941 | 0.48% | Q4 2025 | Feb 09, 2026 |
| Strategic Financial Planning, Inc. | History | Added to | 195,099 | 4,690 | 2.67% | 2.63% | 401 | +96 | 0.05% | Q4 2025 | Feb 17, 2026 |
| Womack Financial LLC | History | Added to | 194,866 | 4,684 | 3.46% | 3.41% | 402 | +1,582 | 0.82% | Q4 2025 | Feb 10, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 194,374 | 4,672 | 0.85% | 0.52% | 403 | +80,849 | 71.22% | Q4 2025 | Feb 10, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 193,986 | 4,663 | 1.07% | 1.0% | 404 | +6,211 | 3.31% | Q4 2025 | Jan 16, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 192,341 | 4,623 | 0.51% | 0.49% | 405 | +6,587 | 3.55% | Q4 2025 | Feb 18, 2026 |
| Mutual Advisors, LLC | History | Reduced | 191,925 | 4,613 | 0.1% | 0.1% | 406 | -1,040 | -0.54% | Q4 2025 | Feb 02, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 190,864 | 4,588 | 0.79% | 0.74% | 407 | +7,466 | 4.07% | Q4 2025 | Jan 26, 2026 |
| Friday Financial | History | Reduced | 190,382 | 4,576 | 1.61% | 2.56% | 408 | -72,318 | -27.53% | Q4 2025 | Jan 09, 2026 |
| Diversified Enterprises, LLC | History | Added to | 189,388 | 4,552 | 0.27% | 0.25% | 409 | +27,474 | 16.97% | Q4 2025 | Jan 28, 2026 |
| CVA Family Office, LLC | History | Reduced | 188,712 | 4,536 | 0.52% | 0.57% | 410 | -1,423 | -0.75% | Q4 2025 | Jan 12, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 187,984 | 4,519 | 1.42% | 0.48% | 411 | +101,213 | 116.64% | Q4 2025 | Feb 02, 2026 |
| Foster Group, Inc. | History | Added to | 186,629 | 4,486 | 0.14% | 0.13% | 412 | +9,059 | 5.1% | Q4 2025 | Jan 12, 2026 |
| LVW Advisors, LLC | History | Added to | 186,136 | 4,474 | 0.45% | 0.43% | 413 | +7,214 | 4.03% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Added to | 186,051 | 4,472 | 0.1% | 0.1% | 414 | +23,011 | 14.11% | Q4 2025 | Feb 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 185,168 | 4,451 | 0.07% | 0.07% | 415 | -1,290 | -0.69% | Q4 2025 | Jan 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 185,125 | 4,450 | 0.24% | 0.24% | 416 | -581 | -0.31% | Q4 2025 | Jan 20, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 184,936 | 4,445 | 3.14% | 2.8% | 417 | +25,775 | 16.19% | Q4 2025 | Jan 23, 2026 |
| BRIGHTON JONES LLC | History | Added to | 184,269 | 4,429 | 0.16% | 0.09% | 418 | +18,378 | 11.08% | Q4 2025 | Jan 27, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 184,016 | 4,423 | 0.08% | 0.07% | 419 | +4,471 | 2.49% | Q4 2025 | Jan 22, 2026 |
| Ancora Advisors LLC | History | Added to | 180,715 | 4,344 | 0.09% | 0.08% | 420 | +2,253 | 1.26% | Q4 2025 | Feb 17, 2026 |
| Attessa Capital LLC | History | Reduced | 178,279 | 4,285 | 2.34% | 2.51% | 421 | -4,798 | -2.62% | Q4 2025 | Jan 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 178,239 | 4,284 | 0.01% | 0.01% | 423 | +27,955 | 18.6% | Q4 2025 | Feb 13, 2026 |
| Argent Trust Co | History | Reduced | 178,226 | 4,284 | 0.15% | 0.15% | 422 | -5,688 | -3.09% | Q4 2025 | Feb 10, 2026 |
| Carnegie Investment Counsel | History | Added to | 177,801 | 4,274 | 0.08% | 0.02% | 424 | +142,502 | 403.7% | Q4 2025 | Jan 23, 2026 |
| Avalon Advisory Group | History | No change | 177,646 | 4,270 | 1.74% | 1.68% | 425 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NWAM LLC | History | Added to | 169,211 | 4,247 | 0.24% | 0.21% | 426 | +2,580 | 1.55% | Q4 2025 | Feb 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 176,404 | 4,240 | 0.08% | 0.18% | 427 | -202,685 | -53.47% | Q4 2025 | Feb 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 176,122 | 4,233 | 0.07% | 0.08% | 428 | +16,660 | 10.45% | Q4 2025 | Feb 19, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 175,147 | 4,210 | 0.01% | 0.01% | 429 | -4,421 | -2.46% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 174,724 | 4,200 | 0.09% | 0.1% | 430 | +76 | 0.04% | Q4 2025 | Jan 27, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 172,156 | 4,138 | 0.34% | 0.33% | 431 | +3,490 | 2.07% | Q4 2025 | Feb 09, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 170,909 | 4,108 | 0.4% | 0.4% | 432 | -342 | -0.2% | Q4 2025 | Jan 29, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 170,751 | 4,104 | 1.54% | 1.32% | 433 | +25,123 | 17.25% | Q4 2025 | Feb 04, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 193,443 | 4,027 | 1.4% | 1.35% | 434 | +12,623 | 6.98% | Q4 2025 | Jan 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 167,165 | 4,018 | 0.03% | 0.03% | 435 | +245 | 0.15% | Q4 2025 | Feb 12, 2026 |
| Hamrick Investment Counsel, llc | History | New | 167,007 | 4,014 | 2.99% | — | 436 | +167,007 | New | Q4 2025 | Mar 31, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 166,485 | 4,002 | 1.03% | 1.04% | 437 | -3,255 | -1.92% | Q4 2025 | Jan 23, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 165,374 | 3,975 | 0.73% | 0.69% | 438 | +1,671 | 1.02% | Q4 2025 | Feb 17, 2026 |
| CAP Partners, LLC | History | Added to | 164,630 | 3,957 | 2.24% | 2.11% | 439 | +4,719 | 2.95% | Q4 2025 | Feb 04, 2026 |
| Elm Partners Management LLC | History | Added to | 163,644 | 3,933 | 0.18% | 0.18% | 440 | +8,762 | 5.66% | Q4 2025 | Feb 10, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 162,854 | 3,915 | 0.89% | 0.82% | 441 | +6,553 | 4.19% | Q4 2025 | Feb 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 157,319 | 3,912 | 0.18% | 0.22% | 442 | -3,107 | -1.94% | Q4 2025 | Feb 03, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 162,616 | 3,909 | 0.25% | 0.25% | 443 | -747 | -0.46% | Q4 2025 | Jan 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 161,301 | 3,877 | 1.29% | 1.26% | 444 | +2,036 | 1.28% | Q4 2025 | Jan 23, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 160,547 | 3,859 | 1.37% | 1.48% | 445 | -3,845 | -2.34% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 160,169 | 3,850 | 0.03% | 0.03% | 446 | +371 | 0.23% | Q4 2025 | Feb 13, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 159,015 | 3,822 | 2.74% | 2.91% | 447 | +7,050 | 4.64% | Q4 2025 | Jan 23, 2026 |
| Sollinda Capital Management LLC | History | Added to | 158,644 | 3,813 | 0.97% | 0.86% | 448 | +23,627 | 17.5% | Q4 2025 | Jan 15, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 157,034 | 3,775 | 0.31% | 0.31% | 449 | -3,993 | -2.48% | Q4 2025 | Feb 06, 2026 |
| Clearview Wealth Advisors LLC | History | Reduced | 155,890 | 3,747 | 2.37% | 2.35% | 450 | -1,829 | -1.16% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 154,447 | 3,712 | 0.41% | 0.38% | 451 | +11,297 | 7.89% | Q4 2025 | Jan 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 150,145 | 3,696 | 0.37% | 0.38% | 452 | -2,012 | -1.32% | Q4 2025 | Jan 12, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 153,551 | 3,691 | 0.67% | 0.05% | 453 | +25,226 | 19.66% | Q4 2025 | Mar 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 153,368 | 3,686 | 0.05% | 0.05% | 454 | +2,199 | 1.45% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 152,801 | 3,673 | 0.11% | 0.12% | 455 | -292 | -0.19% | Q4 2025 | Feb 13, 2026 |
| Veridan Wealth LLC | History | Added to | 152,251 | 3,660 | 1.23% | 1.19% | 456 | +3,622 | 2.44% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 151,832 | 3,650 | 1.12% | 0.01% | 457 | +151,505 | 46331.8% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 151,643 | 3,645 | 0.01% | 0.01% | 458 | +13,049 | 9.42% | Q4 2025 | Jan 29, 2026 |
| Csenge Advisory Group | History | Added to | 150,381 | 3,615 | 0.16% | 0.15% | 459 | +12,945 | 9.42% | Q4 2025 | Feb 06, 2026 |
| ALTFEST L J & CO INC | History | Added to | 148,069 | 3,559 | 0.39% | 0.37% | 460 | +5,210 | 3.65% | Q4 2025 | Jan 23, 2026 |
| May Hill Capital, LLC | History | Added to | 147,838 | 3,554 | 0.46% | 0.53% | 461 | +70,291 | 90.64% | Q4 2025 | Feb 05, 2026 |
| North Forty Two & Co. | History | Added to | 147,564 | 3,547 | 3.35% | 3.25% | 462 | +4,700 | 3.29% | Q4 2025 | Feb 09, 2026 |
| Pioneer Wealth Management Group | History | Added to | 147,516 | 3,546 | 1.08% | 1.03% | 463 | +10,650 | 7.78% | Q4 2025 | Jan 12, 2026 |
| Port Capital LLC | History | Added to | 146,892 | 3,531 | 0.15% | 0.14% | 464 | +3,875 | 2.71% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 146,753 | 3,527 | 0.0% | 0.0% | 465 | -5,603 | -3.68% | Q4 2025 | Feb 17, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 146,201 | 3,514 | 1.0% | 1.0% | 466 | +962 | 0.66% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 144,674 | 3,477 | 0.05% | 0.06% | 467 | -26,947 | -15.7% | Q4 2025 | Jan 20, 2026 |
| Payne Capital LLC | History | Added to | 144,616 | 3,476 | 3.54% | 3.4% | 468 | +455 | 0.32% | Q4 2025 | Jan 20, 2026 |
| Avior Wealth Management, LLC | History | Added to | 144,273 | 3,468 | 0.11% | 0.11% | 469 | +492 | 0.34% | Q4 2025 | Jan 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 143,323 | 3,445 | 0.0% | 0.0% | 470 | +3,636 | 2.6% | Q4 2025 | Feb 02, 2026 |
| Caprock Group, LLC | History | Reduced | 141,571 | 3,403 | 0.07% | 0.12% | 471 | -72,763 | -33.95% | Q4 2025 | Jan 28, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 141,202 | 3,394 | 1.5% | 1.23% | 472 | +14,851 | 11.75% | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 139,001 | 3,341 | 0.29% | 0.3% | 473 | -5,274 | -3.66% | Q4 2025 | Feb 06, 2026 |
| Ballast Financial Advisors LLC | History | New | 138,794 | 3,336 | 3.43% | — | 474 | +138,794 | New | Q4 2025 | Feb 17, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 136,993 | 3,293 | 0.09% | 0.09% | 475 | -2,493 | -1.79% | Q4 2025 | Jan 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 136,897 | 3,290 | 0.15% | 0.15% | 476 | -17,935 | -11.58% | Q4 2025 | Feb 17, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 128,350 | 3,263 | 1.32% | 0.85% | 477 | +43,478 | 51.23% | Q4 2025 | Feb 11, 2026 |
| Evensky & Katz LLC | History | Added to | 134,679 | 3,238 | 0.18% | 0.17% | 478 | +5,944 | 4.62% | Q4 2025 | Feb 05, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 130,872 | 3,146 | 0.82% | 0.11% | 479 | +114,677 | 708.1% | Q4 2025 | Jan 27, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 130,639 | 3,140 | 0.09% | 0.09% | 480 | +5,246 | 4.18% | Q4 2025 | Jan 23, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 128,561 | 3,111 | 0.09% | — | 481 | +128,561 | New | Q4 2025 | Feb 13, 2026 |
| HORAN Wealth, LLC | History | Added to | 129,020 | 3,101 | 0.48% | 0.46% | 482 | +3,138 | 2.49% | Q4 2025 | Feb 04, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 126,255 | 3,035 | 0.11% | 0.11% | 483 | -5,240 | -3.98% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 125,297 | 3,012 | 0.06% | 0.06% | 484 | +10,156 | 8.82% | Q4 2025 | Feb 09, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 124,532 | 2,993 | 0.91% | 0.9% | 485 | -2,188 | -1.73% | Q4 2025 | Feb 04, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 124,032 | 2,981 | 0.35% | 0.36% | 486 | -5,546 | -4.28% | Q4 2025 | Feb 10, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 123,649 | 2,972 | 2.72% | 2.57% | 487 | +2,044 | 1.68% | Q4 2025 | Feb 13, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 123,306 | 2,964 | 1.26% | 1.28% | 488 | -4,684 | -3.66% | Q4 2025 | Jan 15, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 123,188 | 2,961 | 0.01% | 0.0% | 489 | +18,325 | 17.48% | Q4 2025 | Feb 12, 2026 |
| MONEYWISE, INC. | History | Added to | 123,043 | 2,957 | 1.23% | 0.19% | 490 | +105,252 | 591.6% | Q4 2025 | Feb 05, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 122,557 | 2,946 | 2.01% | 2.02% | 491 | -3,180 | -2.53% | Q4 2025 | Feb 02, 2026 |
| D.B. Root & Company, LLC | History | Added to | 122,493 | 2,944 | 0.72% | 0.71% | 492 | +1,772 | 1.47% | Q4 2025 | Feb 03, 2026 |
| Dorato Capital Management | History | New | 117,371 | 2,935 | 2.2% | — | 493 | +117,371 | New | Q4 2025 | Jan 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 121,548 | 2,922 | 0.0% | — | 494 | +121,548 | New | Q4 2025 | Feb 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 121,559 | 2,922 | 0.33% | 0.34% | 495 | -2,179 | -1.76% | Q4 2025 | Jan 14, 2026 |
| Capital Analysts, LLC | History | Added to | 121,256 | 2,915 | 0.09% | 0.08% | 496 | +10,848 | 9.83% | Q4 2025 | Feb 11, 2026 |
| Simplicity Wealth,LLC | History | Added to | 121,020 | 2,909 | 0.17% | 0.16% | 497 | +5,161 | 4.45% | Q4 2025 | Jan 30, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 120,794 | 2,903 | 1.01% | 1.0% | 498 | +3,075 | 2.61% | Q4 2025 | Jan 27, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 120,607 | 2,899 | 0.33% | 0.34% | 499 | -1,352 | -1.11% | Q4 2025 | Feb 12, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 120,331 | 2,892 | 0.83% | 0.85% | 500 | -3,917 | -3.15% | Q4 2025 | Jan 27, 2026 |
| Embree Financial Group | History | Reduced | 119,917 | 2,882 | 0.35% | 0.4% | 501 | -9,640 | -7.44% | Q4 2025 | Jan 14, 2026 |
| Revisor Wealth Management LLC | History | Added to | 116,585 | 2,873 | 0.77% | 0.47% | 503 | +58,074 | 99.25% | Q4 2025 | Jan 27, 2026 |
| ProVise Management Group, LLC | History | Reduced | 119,521 | 2,873 | 0.2% | 0.21% | 502 | -3,534 | -2.87% | Q4 2025 | Jan 29, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 119,081 | 2,862 | 0.32% | 0.33% | 504 | +213 | 0.18% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 118,271 | 2,843 | 0.0% | 0.0% | 505 | +37,420 | 46.28% | Q4 2025 | Feb 06, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 117,057 | 2,814 | 1.99% | 1.59% | 506 | +26,788 | 29.68% | Q4 2025 | Jan 27, 2026 |
| MBE Wealth Management, LLC | History | Added to | 115,977 | 2,788 | 1.17% | 1.15% | 507 | +1,550 | 1.35% | Q4 2025 | Jan 21, 2026 |
| Enclave Advisors LLC | History | Added to | 115,480 | 2,776 | 0.39% | 0.37% | 508 | +10,243 | 9.73% | Q4 2025 | Jan 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 115,459 | 2,775 | 0.03% | 0.04% | 509 | +9,383 | 8.85% | Q4 2025 | Jan 29, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 111,429 | 2,771 | 0.65% | 0.64% | 510 | +4,702 | 4.41% | Q4 2025 | Jan 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 114,285 | 2,747 | 0.17% | 0.19% | 511 | -5,259 | -4.4% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 112,785 | 2,711 | 0.05% | 0.05% | 512 | +10,668 | 10.45% | Q4 2025 | Feb 06, 2026 |
| Wrenne Financial Planning LLC | History | Reduced | 112,402 | 2,702 | 1.1% | 1.22% | 513 | -9,918 | -8.11% | Q4 2025 | Feb 10, 2026 |
| Family Legacy Financial Solutions, LLC | History | Added to | 111,817 | 2,688 | 2.07% | 1.66% | 514 | +18,883 | 20.32% | Q4 2025 | Jan 20, 2026 |
| Aspiring Ventures, LLC | History | Added to | 111,042 | 2,669 | 0.91% | 0.84% | 515 | +5,642 | 5.35% | Q4 2025 | Jan 27, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 110,444 | 2,655 | 0.17% | 0.17% | 516 | +2,878 | 2.68% | Q4 2025 | Jan 20, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 109,640 | 2,635 | 0.39% | 0.39% | 517 | -406 | -0.37% | Q4 2025 | Jan 16, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 107,741 | 2,590 | 0.16% | 0.16% | 518 | -766 | -0.71% | Q4 2025 | Feb 18, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 107,257 | 2,578 | 1.22% | 1.23% | 519 | -1,127 | -1.04% | Q4 2025 | Jan 21, 2026 |
| VERITY Wealth Advisors | History | Reduced | 106,769 | 2,566 | 1.59% | 1.57% | 520 | -209 | -0.2% | Q4 2025 | Jan 07, 2026 |
| CERTUITY, LLC | History | Reduced | 106,494 | 2,560 | 0.16% | 0.2% | 521 | -20,703 | -16.28% | Q4 2025 | Jan 30, 2026 |
| BSW Wealth Partners | History | Reduced | 106,321 | 2,555 | 0.31% | 0.32% | 522 | -2,583 | -2.37% | Q4 2025 | Jan 23, 2026 |
| Axos Invest Inc. | History | Reduced | 106,006 | 2,548 | 1.87% | 2.49% | 523 | -36,541 | -25.63% | Q4 2025 | Jan 23, 2026 |
| Omega Financial Group, LLC | History | Reduced | 105,790 | 2,543 | 0.84% | 0.83% | 524 | -1,630 | -1.52% | Q4 2025 | Jan 28, 2026 |
| Global Financial Private Client, LLC | History | No change | 105,453 | 2,535 | 0.89% | 0.87% | 525 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 105,196 | 2,528 | 0.61% | 0.6% | 526 | +255 | 0.24% | Q4 2025 | Jan 20, 2026 |
| XY Planning Network, Inc. | History | Added to | 105,123 | 2,527 | 0.44% | 0.11% | 527 | +90,001 | 595.17% | Q4 2025 | Jan 26, 2026 |
| American Financial Advisors, LLC | History | Reduced | 105,010 | 2,524 | 0.33% | 0.36% | 528 | -13,636 | -11.49% | Q4 2025 | Feb 03, 2026 |
| PFG Advisors | History | Added to | 104,338 | 2,508 | 0.12% | 0.02% | 529 | +79,207 | 315.18% | Q4 2025 | Jan 27, 2026 |
| St. Louis Trust Co | History | Added to | 104,310 | 2,507 | 0.29% | 0.29% | 530 | +2,894 | 2.85% | Q4 2025 | Feb 09, 2026 |
| Blossom Wealth Management | History | Reduced | 103,452 | 2,486 | 4.1% | 4.07% | 531 | -4,743 | -4.38% | Q4 2025 | Jan 16, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 102,743 | 2,469 | 0.31% | 0.32% | 532 | -3,644 | -3.43% | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 101,834 | 2,464 | 0.09% | 0.06% | 533 | +60,509 | 146.42% | Q4 2025 | Feb 13, 2026 |
| Roundview Capital LLC | History | Added to | 101,763 | 2,446 | 0.15% | 0.15% | 534 | +1,514 | 1.51% | Q4 2025 | Feb 09, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 101,712 | 2,445 | 0.29% | 0.29% | 535 | +759 | 0.75% | Q4 2025 | Jan 12, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 101,595 | 2,442 | 1.76% | 1.77% | 536 | -1,098 | -1.07% | Q4 2025 | Feb 10, 2026 |
| Stewardship Advisors, LLC | History | Added to | 99,422 | 2,390 | 0.55% | 0.44% | 538 | +19,788 | 24.85% | Q4 2025 | Jan 15, 2026 |
| BIP Wealth, LLC | History | Added to | 99,435 | 2,390 | 0.08% | 0.11% | 537 | +4,527 | 4.77% | Q4 2025 | Jan 21, 2026 |
| VANGUARD GROUP INC | History | Added to | 98,201 | 2,360 | 0.0% | 0.0% | 539 | +12,635 | 14.77% | Q4 2025 | Jan 29, 2026 |
| Robbins Farley | History | Reduced | 97,978 | 2,355 | 1.07% | 1.05% | 540 | -10,832 | -9.95% | Q4 2025 | Jan 23, 2026 |
| Clear Retirement Advice LLC | History | New | 90,634 | 2,331 | 1.81% | — | 541 | +90,634 | New | Q4 2025 | Feb 24, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 95,856 | 2,304 | 1.07% | 1.09% | 542 | -401 | -0.42% | Q4 2025 | Jan 15, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 95,469 | 2,295 | 0.24% | 0.23% | 543 | +4,306 | 4.72% | Q4 2025 | Jan 20, 2026 |
| Tactive Advisors, LLC | History | Added to | 95,375 | 2,292 | 0.67% | 0.5% | 544 | +20,008 | 26.55% | Q4 2025 | Jan 09, 2026 |
| Cambridge Advisors Inc. | History | Added to | 94,875 | 2,280 | 0.43% | 0.43% | 545 | +302 | 0.32% | Q4 2025 | Jan 21, 2026 |
| Amicus Financial Advisors, LLC | History | New | 94,562 | 2,273 | 0.63% | — | 547 | +94,562 | New | Q4 2025 | Mar 02, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 94,577 | 2,273 | 0.44% | 0.44% | 546 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Expressive Wealth LLC | History | New | 94,198 | 2,264 | 2.44% | — | 548 | +94,198 | New | Q4 2025 | Feb 09, 2026 |
| True North Advisors, LLC | History | New | 93,415 | 2,245 | 0.29% | — | 549 | +93,415 | New | Q4 2025 | Jan 22, 2026 |
| Elser Financial Planning, Inc | History | Added to | 93,304 | 2,243 | 1.62% | 2.64% | 550 | +2 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CDKV HOLDINGS LLC | History | New | 93,272 | 2,242 | 1.88% | — | 551 | +93,272 | New | Q4 2025 | Feb 17, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 92,137 | 2,214 | 0.74% | 0.99% | 552 | -27,275 | -22.84% | Q4 2025 | Jan 27, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 91,964 | 2,210 | 1.32% | 1.08% | 553 | +17,118 | 22.87% | Q4 2025 | Jan 21, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 91,811 | 2,207 | 0.03% | 0.03% | 554 | -9,825 | -9.67% | Q4 2025 | Feb 13, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 88,941 | 2,138 | 0.18% | 0.18% | 555 | +1,766 | 2.03% | Q4 2025 | Feb 09, 2026 |
| Kearns & Associates LLC | History | Added to | 88,010 | 2,115 | 1.09% | 1.07% | 556 | +1,250 | 1.44% | Q4 2025 | Jan 08, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 87,339 | 2,099 | 0.29% | 0.32% | 557 | +16 | 0.02% | Q4 2025 | Jan 09, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 86,556 | 2,080 | 1.78% | 1.64% | 558 | +7,059 | 8.88% | Q4 2025 | Jan 21, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 86,313 | 2,074 | 0.04% | 0.04% | 559 | +2,424 | 2.89% | Q4 2025 | Feb 06, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 85,852 | 2,063 | 0.19% | 0.18% | 560 | -700 | -0.81% | Q4 2025 | Feb 17, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 81,105 | 2,059 | 0.82% | 0.7% | 561 | +10,309 | 14.56% | Q4 2025 | Feb 06, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 85,151 | 2,047 | 0.03% | 0.12% | 562 | -241,689 | -73.95% | Q4 2025 | Feb 09, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 84,349 | 2,027 | 0.54% | 0.53% | 563 | +2,319 | 2.83% | Q4 2025 | Feb 11, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 83,377 | 2,004 | 0.31% | 0.32% | 564 | +3,084 | 3.84% | Q4 2025 | Jan 15, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 83,327 | 2,003 | 0.43% | 0.39% | 565 | +7,471 | 9.85% | Q4 2025 | Jan 26, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 83,009 | 1,995 | 0.94% | 1.02% | 566 | -8,355 | -9.14% | Q4 2025 | Feb 13, 2026 |
| Passive Capital Management, LLC. | History | Added to | 82,405 | 1,981 | 0.62% | 0.61% | 567 | +1,440 | 1.78% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 80,675 | 1,939 | 0.13% | 0.13% | 568 | +1,304 | 1.64% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 80,635 | 1,938 | 0.01% | 0.01% | 569 | +3,186 | 4.11% | Q4 2025 | Feb 12, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 80,604 | 1,937 | 0.44% | 0.44% | 570 | -399 | -0.49% | Q4 2025 | Jan 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 80,415 | 1,933 | 0.0% | 0.0% | 571 | -2,363 | -2.85% | Q4 2025 | Feb 11, 2026 |
| Aegis Wealth Management LLC | History | Added to | 80,301 | 1,930 | 1.09% | 0.98% | 572 | +1,696 | 2.16% | Q4 2025 | Jan 14, 2026 |
| Robinhood Asset Management, LLC | History | New | 80,054 | 1,924 | 0.15% | — | 573 | +80,054 | New | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 79,961 | 1,922 | 0.01% | 0.01% | 574 | -6,560 | -7.58% | Q4 2025 | Feb 02, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 77,554 | 1,921 | 0.43% | 0.46% | 575 | +313 | 0.41% | Q4 2025 | Feb 04, 2026 |
| NorthRock Partners, LLC | History | Added to | 79,681 | 1,915 | 0.03% | 0.03% | 576 | +18,158 | 29.51% | Q4 2025 | Feb 17, 2026 |
| Meramec Financial Planners, LLC | History | New | 73,682 | 1,913 | 0.75% | — | 577 | +73,682 | New | Q4 2025 | Feb 10, 2026 |
| HC Advisors, LLC | History | Reduced | 79,471 | 1,910 | 1.32% | 1.32% | 578 | -1,425 | -1.76% | Q4 2025 | Feb 11, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 79,409 | 1,908 | 0.06% | 0.06% | 579 | -4,637 | -5.52% | Q4 2025 | Jan 14, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 79,156 | 1,902 | 0.21% | 0.22% | 580 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 78,937 | 1,897 | 1.19% | — | 581 | +78,937 | New | Q4 2025 | Feb 04, 2026 |
| Owen LaRue, LLC | History | Added to | 78,762 | 1,893 | 0.72% | 0.69% | 582 | +3,109 | 4.11% | Q4 2025 | Feb 05, 2026 |
| Integrity Investment Advisors, LLC | History | New | 78,651 | 1,890 | 1.04% | — | 583 | +78,651 | New | Q4 2025 | Feb 13, 2026 |
| IF Advisors, LLC | History | New | 78,365 | 1,883 | 1.53% | — | 584 | +78,365 | New | Q4 2025 | Feb 10, 2026 |
| Carrera Capital Advisors | History | Reduced | 77,963 | 1,874 | 0.32% | 0.33% | 585 | -584 | -0.74% | Q4 2025 | Jan 30, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 77,684 | 1,867 | 0.51% | 0.45% | 586 | -488 | -0.62% | Q4 2025 | Feb 03, 2026 |
| Diversified Trust Co | History | Added to | 77,648 | 1,866 | 0.03% | 0.03% | 587 | +7,036 | 9.96% | Q4 2025 | Jan 09, 2026 |
| Elevated Financial Group LLC | History | New | 77,517 | 1,863 | 0.64% | — | 588 | +77,517 | New | Q4 2025 | Jan 29, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 77,235 | 1,856 | 0.1% | 0.11% | 589 | +1,415 | 1.87% | Q4 2025 | Feb 17, 2026 |
| Evanson Asset Management, LLC | History | Added to | 75,977 | 1,826 | 0.1% | 0.1% | 590 | +1,370 | 1.84% | Q4 2025 | Jan 12, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 75,468 | 1,814 | 0.62% | 0.65% | 592 | -5,981 | -7.34% | Q4 2025 | Jan 05, 2026 |
| Aspen Investment Management Inc | History | Added to | 75,459 | 1,814 | 0.55% | 0.67% | 591 | +654 | 0.87% | Q4 2025 | Feb 06, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 74,912 | 1,800 | 0.53% | 0.58% | 593 | -77 | -0.1% | Q4 2025 | Feb 02, 2026 |
| Brickley Wealth Management | History | Added to | 74,390 | 1,788 | 0.3% | 0.3% | 594 | +1,042 | 1.42% | Q4 2025 | Jan 29, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 74,120 | 1,781 | 0.0% | 0.0% | 595 | -4,201 | -5.36% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 73,832 | 1,775 | 0.2% | 0.2% | 596 | -2,693 | -3.52% | Q4 2025 | Jan 21, 2026 |
| Lee Financial Co | History | Reduced | 73,578 | 1,768 | 0.24% | 0.22% | 597 | -3,473 | -4.51% | Q4 2025 | Jan 22, 2026 |
| Quadrature Capital Ltd | History | Added to | 72,978 | 1,754 | 0.02% | 0.01% | 598 | +52,983 | 264.98% | Q4 2025 | Feb 17, 2026 |
| Cynosure Group, LLC | History | Added to | 72,811 | 1,750 | 0.18% | 0.18% | 599 | +1,618 | 2.27% | Q4 2025 | Feb 17, 2026 |
| Private Capital Management, LLC | History | Reduced | 72,767 | 1,749 | 0.16% | 0.15% | 600 | -191 | -0.26% | Q4 2025 | Feb 17, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 72,277 | 1,737 | 0.11% | 0.12% | 601 | -1,707 | -2.31% | Q4 2025 | Feb 18, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 71,698 | 1,723 | 1.85% | 1.74% | 602 | -478 | -0.66% | Q4 2025 | Feb 09, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 71,407 | 1,716 | 0.09% | 0.08% | 603 | +7,295 | 11.38% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 71,113 | 1,709 | 0.0% | 0.0% | 604 | +8,992 | 14.47% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 70,979 | 1,706 | 0.05% | 0.05% | 605 | +303 | 0.43% | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Added to | 70,658 | 1,698 | 0.02% | 0.01% | 606 | +18,069 | 34.36% | Q4 2025 | Jan 15, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 70,334 | 1,690 | 0.22% | 0.19% | 607 | +9,163 | 14.98% | Q4 2025 | Feb 13, 2026 |
| Unify Financial Advisors | History | New | 70,270 | 1,689 | 1.76% | — | 608 | +70,270 | New | Q4 2025 | Apr 08, 2026 |
| Brio Consultants, LLC | History | Added to | 69,938 | 1,681 | 0.22% | 0.19% | 609 | +11,184 | 19.04% | Q4 2025 | Feb 04, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 69,882 | 1,679 | 0.06% | 0.06% | 610 | -2,438 | -3.37% | Q4 2025 | Jan 13, 2026 |
| Great Waters Wealth Management | History | Added to | 69,651 | 1,674 | 0.18% | 0.19% | 611 | +1,228 | 1.79% | Q4 2025 | Jan 15, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 69,409 | 1,668 | 1.24% | 1.16% | 613 | +4,722 | 7.3% | Q4 2025 | Feb 11, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 69,392 | 1,668 | 0.21% | 0.18% | 612 | +1,710 | 2.53% | Q4 2025 | Feb 10, 2026 |
| Independent Advisor Alliance | History | Added to | 68,889 | 1,656 | 0.04% | 0.02% | 614 | +42,631 | 162.35% | Q4 2025 | Feb 04, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 68,501 | 1,647 | 0.13% | 0.12% | 615 | +770 | 1.14% | Q4 2025 | Feb 10, 2026 |
| Apella Capital, LLC | History | Added to | 67,452 | 1,621 | 0.03% | 0.03% | 616 | +2,926 | 4.53% | Q4 2025 | Jan 21, 2026 |
| Diversified Investment Strategies, LLC | History | Reduced | 66,845 | 1,606 | 1.05% | 1.04% | 617 | -1,098 | -1.62% | Q4 2025 | Feb 09, 2026 |
| WLTH Capital Management, LLC | History | New | 59,827 | 1,584 | 1.23% | — | 618 | +59,827 | New | Q4 2025 | Feb 24, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 64,938 | 1,561 | 0.92% | 0.89% | 619 | +1,147 | 1.8% | Q4 2025 | Jan 21, 2026 |
| Ballentine Partners, LLC | History | Added to | 64,815 | 1,558 | 0.02% | 0.01% | 620 | +18,388 | 39.61% | Q4 2025 | Feb 03, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 64,274 | 1,545 | 0.05% | 0.05% | 621 | +2,521 | 4.08% | Q4 2025 | Jan 20, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 63,817 | 1,534 | 0.23% | 0.24% | 622 | +1,187 | 1.9% | Q4 2025 | Feb 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 63,319 | 1,522 | 0.17% | 0.17% | 623 | -1,750 | -2.69% | Q4 2025 | Jan 22, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 63,158 | 1,518 | 0.08% | 0.04% | 624 | +29,480 | 87.53% | Q4 2025 | Mar 04, 2026 |
| Planned Solutions, Inc. | History | Added to | 63,033 | 1,515 | 0.49% | 0.5% | 625 | +836 | 1.34% | Q4 2025 | Jan 28, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 62,896 | 1,512 | 0.2% | 0.2% | 626 | -594 | -0.94% | Q4 2025 | Jan 16, 2026 |
| White Pine Investment CO | History | Reduced | 62,775 | 1,509 | 0.36% | 0.35% | 627 | -138 | -0.22% | Q4 2025 | Jan 28, 2026 |
| WJ Financial Advisors LLC | History | Added to | 62,511 | 1,502 | 1.34% | 1.33% | 629 | +3,680 | 6.26% | Q4 2025 | Feb 02, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 62,500 | 1,502 | 0.19% | 0.19% | 628 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 62,323 | 1,498 | 0.16% | 0.12% | 630 | +13,948 | 28.83% | Q4 2025 | Jan 29, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 62,326 | 1,498 | 0.17% | 0.25% | 631 | +349 | 0.56% | Q4 2025 | Feb 13, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | New | 62,036 | 1,491 | 0.82% | — | 632 | +62,036 | New | Q4 2025 | Apr 07, 2026 |
| FDx Advisors, Inc. | History | Reduced | 61,936 | 1,489 | 0.76% | 0.47% | 633 | -4,712 | -7.07% | Q4 2025 | Feb 10, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 61,597 | 1,480 | 0.05% | 0.19% | 635 | -182,697 | -74.79% | Q4 2025 | Jan 30, 2026 |
| Clark Asset Management, LLC | History | Reduced | 61,603 | 1,480 | 0.15% | 0.22% | 636 | -20,878 | -25.31% | Q4 2025 | Jan 27, 2026 |
| BROWN ADVISORY INC | History | Added to | 61,568 | 1,480 | 0.0% | 0.0% | 634 | +5,180 | 9.19% | Q4 2025 | Feb 13, 2026 |
| Pflug Koory, LLC | History | Added to | 61,382 | 1,475 | 0.69% | 0.5% | 637 | +16,327 | 36.24% | Q4 2025 | Jan 20, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 61,063 | 1,467 | 0.12% | 0.12% | 638 | -164 | -0.27% | Q4 2025 | Feb 26, 2026 |
| Pathstone Holdings, LLC | History | New | 60,804 | 1,461 | 0.01% | — | 639 | +60,804 | New | Q4 2025 | Feb 13, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Reduced | 11,071 | 1,456 | 0.7% | 0.46% | 640 | -29,632 | -72.8% | Q4 2025 | Jan 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 60,459 | 1,453 | 0.01% | 0.0% | 641 | +35,108 | 138.49% | Q4 2025 | Feb 06, 2026 |
| Westmount Partners, LLC | History | Added to | 60,411 | 1,452 | 0.36% | 0.36% | 642 | +171 | 0.28% | Q4 2025 | Jan 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 59,957 | 1,441 | 0.02% | 0.02% | 643 | +1,776 | 3.05% | Q4 2025 | Feb 12, 2026 |
| One Capital Management, LLC | History | Reduced | 59,867 | 1,439 | 0.04% | 0.05% | 644 | -8,175 | -12.01% | Q4 2025 | Feb 10, 2026 |
| Continuum Advisory, LLC | History | Added to | 59,438 | 1,428 | 0.14% | 0.13% | 645 | +6,040 | 11.31% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 64,686 | 1,413 | 0.03% | 0.02% | 646 | +11,013 | 20.52% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | Reduced | 58,644 | 1,409 | 0.04% | 0.04% | 647 | -1,048 | -1.76% | Q4 2025 | Jan 30, 2026 |
| Asset Dedication, LLC | History | Reduced | 58,601 | 1,408 | 0.09% | 0.09% | 648 | -502 | -0.85% | Q4 2025 | Jan 26, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 58,561 | 1,407 | 0.03% | 0.03% | 649 | +866 | 1.5% | Q4 2025 | Jan 14, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 58,358 | 1,402 | 0.47% | 0.47% | 650 | -152 | -0.26% | Q4 2025 | Jan 22, 2026 |
| Keel Point, LLC | History | Reduced | 57,857 | 1,390 | 0.08% | 0.08% | 651 | -234 | -0.4% | Q4 2025 | Feb 12, 2026 |
| FF Advisors,LLC | History | Added to | 57,305 | 1,377 | 0.61% | 0.4% | 653 | +20,998 | 57.83% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | Reduced | 57,285 | 1,377 | 0.01% | 0.01% | 652 | -18,817 | -24.73% | Q4 2025 | Feb 13, 2026 |
| Victrix Investment Advisors | History | New | 57,005 | 1,370 | 0.53% | — | 654 | +57,005 | New | Q4 2025 | Feb 11, 2026 |
| DV Trading LLC | History | New | 56,900 | 1,367 | 0.04% | — | 656 | +56,900 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 56,902 | 1,367 | 0.0% | 0.0% | 655 | -8,799 | -13.39% | Q4 2025 | Feb 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 56,713 | 1,363 | 0.13% | 0.12% | 657 | +669 | 1.19% | Q4 2025 | Jan 12, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 56,612 | 1,360 | 0.1% | 0.1% | 658 | +576 | 1.03% | Q4 2025 | Feb 12, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 56,425 | 1,356 | 0.27% | 0.28% | 659 | -427 | -0.75% | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | Reduced | 56,355 | 1,354 | 0.32% | 0.35% | 660 | -3,400 | -5.69% | Q4 2025 | Jan 12, 2026 |
| RCW Management, LLC | History | New | 56,229 | 1,351 | 1.36% | — | 661 | +56,229 | New | Q4 2025 | Jan 30, 2026 |
| Rossmore Private Capital | History | No change | 56,094 | 1,348 | 0.12% | 0.14% | 662 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 56,051 | 1,347 | 0.8% | 0.83% | 663 | -1,721 | -2.98% | Q4 2025 | Jan 29, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 55,553 | 1,335 | 0.49% | 0.47% | 664 | +323 | 0.58% | Q4 2025 | Jan 21, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 55,336 | 1,330 | 0.07% | 0.06% | 665 | +2,254 | 4.25% | Q4 2025 | Feb 17, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 55,238 | 1,327 | 0.69% | 0.69% | 666 | -2,644 | -4.57% | Q4 2025 | Jan 23, 2026 |
| Plan A Wealth LLC | History | Added to | 55,055 | 1,323 | 0.65% | 0.38% | 667 | +22,680 | 70.05% | Q4 2025 | Feb 06, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 54,897 | 1,319 | 0.25% | 0.21% | 669 | +9,894 | 21.99% | Q4 2025 | Jan 21, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 54,876 | 1,319 | 0.07% | 0.06% | 668 | +1,424 | 2.66% | Q4 2025 | Feb 03, 2026 |
| GK Wealth Management LLC | History | Added to | 54,786 | 1,317 | 0.87% | 0.69% | 670 | +14,038 | 34.45% | Q4 2025 | Jan 05, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 54,748 | 1,316 | 0.66% | 0.87% | 671 | +1,829 | 3.46% | Q4 2025 | Feb 12, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | New | 53,635 | 1,289 | 1.19% | — | 672 | +53,635 | New | Q4 2025 | Feb 12, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 53,498 | 1,286 | 1.2% | 1.16% | 673 | -40 | -0.07% | Q4 2025 | Jan 16, 2026 |
| Gambit Capital Management, LLC | History | New | 53,112 | 1,276 | 0.91% | — | 674 | +53,112 | New | Q4 2025 | Feb 06, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 52,978 | 1,273 | 0.69% | 0.41% | 675 | +21,678 | 69.26% | Q4 2025 | Jan 23, 2026 |
| IFG Advisory, LLC | History | Added to | 52,802 | 1,269 | 0.06% | 0.05% | 676 | +1,636 | 3.2% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Asset Management, LLC | History | New | 52,524 | 1,262 | 0.31% | — | 677 | +52,524 | New | Q4 2025 | Jan 12, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 52,456 | 1,261 | 0.57% | 0.58% | 678 | -530 | -1.0% | Q4 2025 | Feb 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 52,427 | 1,260 | 0.07% | 0.06% | 679 | +12,091 | 29.98% | Q4 2025 | Jan 26, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 51,975 | 1,249 | 0.06% | 0.05% | 680 | +2,392 | 4.82% | Q4 2025 | Jan 21, 2026 |
| American Investment Services, Inc. | History | Reduced | 51,951 | 1,248 | 0.29% | 0.3% | 681 | -1,273 | -2.39% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 51,904 | 1,247 | 0.0% | 0.0% | 682 | +50,920 | 5174.8% | Q4 2025 | Feb 17, 2026 |
| Fonville Wealth Management LLC | History | Added to | 51,767 | 1,244 | 0.25% | 0.27% | 683 | +488 | 0.95% | Q4 2025 | Jan 23, 2026 |
| Indivisible Partners | History | New | 51,464 | 1,237 | 0.13% | — | 684 | +51,464 | New | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | Reduced | 51,416 | 1,236 | 0.04% | 0.05% | 685 | -4,166 | -7.5% | Q4 2025 | Feb 06, 2026 |
| Oath Planning, LLC | History | New | 51,280 | 1,232 | 1.22% | — | 686 | +51,280 | New | Q4 2025 | Feb 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 51,204 | 1,230 | 0.02% | 0.03% | 687 | -4,555 | -8.17% | Q4 2025 | Jan 23, 2026 |
| Weaver Capital Management LLC | History | Reduced | 51,036 | 1,226 | 0.26% | 0.28% | 688 | -4,410 | -7.95% | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 50,982 | 1,225 | 0.02% | 0.02% | 689 | +5,716 | 12.63% | Q4 2025 | Jan 13, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Added to | 50,988 | 1,225 | 0.8% | 0.77% | 690 | +730 | 1.45% | Q4 2025 | Feb 05, 2026 |
| Citrine Capital LLC | History | Reduced | 50,766 | 1,220 | 0.57% | 0.55% | 691 | -52 | -0.1% | Q4 2025 | Jan 20, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 50,414 | 1,211 | 0.49% | 0.14% | 692 | +28,232 | 127.27% | Q4 2025 | Feb 11, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 50,353 | 1,210 | 0.22% | 0.22% | 693 | -1,011 | -1.97% | Q4 2025 | Jan 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 49,942 | 1,200 | 0.02% | 0.02% | 694 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Monetary Solutions, Ltd | History | New | 49,873 | 1,198 | 1.18% | — | 695 | +49,873 | New | Q4 2025 | Feb 23, 2026 |
| Code Waechter LLC | History | Reduced | 49,706 | 1,194 | 0.77% | 0.83% | 696 | -4,866 | -8.92% | Q4 2025 | Jan 26, 2026 |
| Klingman & Associates, LLC | History | Reduced | 49,441 | 1,188 | 0.06% | 0.07% | 697 | -7,700 | -13.48% | Q4 2025 | Jan 29, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 49,222 | 1,183 | 0.05% | 0.05% | 698 | +3,610 | 7.91% | Q4 2025 | Feb 11, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 49,208 | 1,182 | 0.48% | 0.45% | 699 | -596 | -1.2% | Q4 2025 | Feb 11, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 49,116 | 1,180 | 0.2% | 0.19% | 700 | +181 | 0.37% | Q4 2025 | Feb 17, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 49,061 | 1,179 | 0.02% | 0.02% | 701 | +30 | 0.06% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 49,006 | 1,178 | 0.06% | 0.05% | 702 | +13,576 | 38.32% | Q4 2025 | Feb 10, 2026 |
| Golden Reserve Retirement LLC | History | New | 48,927 | 1,176 | 0.22% | — | 703 | +48,927 | New | Q4 2025 | Jan 29, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 48,687 | 1,170 | 0.35% | 0.37% | 704 | -1,067 | -2.14% | Q4 2025 | Jan 23, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 48,640 | 1,169 | 0.38% | 0.22% | 705 | -9,954 | -16.99% | Q4 2025 | Jan 27, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 48,609 | 1,168 | 0.06% | 0.04% | 706 | +19,515 | 67.08% | Q4 2025 | Feb 13, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 47,955 | 1,152 | 0.15% | 0.16% | 707 | -1,003 | -2.05% | Q4 2025 | Jan 30, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 47,759 | 1,148 | 0.17% | 0.18% | 708 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 47,598 | 1,144 | 0.04% | 0.05% | 709 | -9,588 | -16.77% | Q4 2025 | Feb 06, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 47,586 | 1,143 | 0.81% | — | 710 | +47,586 | New | Q4 2025 | Feb 13, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 47,439 | 1,140 | 0.54% | 0.57% | 711 | +1,614 | 3.52% | Q4 2025 | Jan 09, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 47,265 | 1,136 | 0.14% | 0.15% | 712 | -622 | -1.3% | Q4 2025 | Jan 15, 2026 |
| Successful Portfolios LLC | History | Added to | 45,347 | 1,127 | 0.57% | 0.55% | 713 | +4,867 | 12.02% | Q4 2025 | Jan 23, 2026 |
| Brooklyn Investment Group | History | New | 46,566 | 1,125 | 0.05% | — | 714 | +46,566 | New | Q4 2025 | Feb 12, 2026 |
| Wernau Asset Management Inc. | History | Added to | 46,540 | 1,118 | 0.6% | 0.72% | 715 | +1,294 | 2.86% | Q4 2025 | Jan 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 46,500 | 1,117 | 0.0% | — | 716 | +46,500 | New | Q4 2025 | Feb 12, 2026 |
| Geometric Wealth Advisors | History | Reduced | 46,484 | 1,117 | 0.14% | 0.15% | 717 | -759 | -1.61% | Q4 2025 | Feb 06, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 45,920 | 1,103 | 0.13% | 0.13% | 718 | -7 | -0.02% | Q4 2025 | Jan 29, 2026 |
| Daybright Advisory Services, Inc. | History | New | 45,696 | 1,098 | 0.29% | — | 720 | +45,696 | New | Q4 2025 | Feb 12, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 45,710 | 1,098 | 0.61% | 0.63% | 719 | -1,518 | -3.21% | Q4 2025 | Feb 17, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 45,488 | 1,093 | 0.45% | 0.44% | 721 | -771 | -1.67% | Q4 2025 | Jan 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 45,257 | 1,087 | 0.26% | 0.28% | 722 | +10 | 0.02% | Q4 2025 | Feb 27, 2026 |
| Avant Financial Advisors LLC | History | Added to | 45,169 | 1,085 | 0.78% | 0.78% | 723 | +408 | 0.91% | Q4 2025 | Jan 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 44,746 | 1,075 | 0.01% | 0.01% | 724 | +8,216 | 22.49% | Q4 2025 | Feb 17, 2026 |
| Ironwood Financial, llc | History | Reduced | 42,724 | 1,068 | 0.18% | 0.18% | 725 | -204 | -0.48% | Q4 2025 | Jan 15, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 41,971 | 1,067 | 0.17% | 0.17% | 726 | -616 | -1.45% | Q4 2025 | Feb 02, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 44,373 | 1,066 | 0.69% | — | 727 | +44,373 | New | Q4 2025 | Feb 13, 2026 |
| Valued Retirements, Inc. | History | Added to | 44,293 | 1,064 | 1.04% | 0.93% | 728 | +6,984 | 18.72% | Q4 2025 | Feb 09, 2026 |
| LTG Capital LLC | History | Added to | 44,187 | 1,062 | 0.83% | 0.8% | 729 | +634 | 1.46% | Q4 2025 | Feb 11, 2026 |
| SUMMITRY LLC | History | Added to | 44,049 | 1,058 | 0.04% | 0.01% | 730 | +34,665 | 369.41% | Q4 2025 | Feb 09, 2026 |
| Forum Financial Management, LP | History | Added to | 43,974 | 1,057 | 0.01% | 0.01% | 732 | +3,012 | 7.35% | Q4 2025 | Jan 27, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 43,990 | 1,057 | 0.19% | 0.2% | 731 | -2,420 | -5.21% | Q4 2025 | Feb 17, 2026 |
| Argos Wealth Advisors, LLC | History | New | 43,065 | 1,035 | 0.28% | — | 733 | +43,065 | New | Q4 2025 | Feb 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 42,933 | 1,032 | 0.08% | 0.07% | 734 | +2,125 | 5.21% | Q4 2025 | Feb 17, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 42,864 | 1,030 | 0.62% | 0.64% | 735 | -182 | -0.42% | Q4 2025 | Feb 03, 2026 |
| BFSG, LLC | History | Reduced | 42,798 | 1,028 | 0.1% | 0.1% | 736 | -1,577 | -3.55% | Q4 2025 | Jan 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 42,641 | 1,025 | 0.02% | — | 737 | +42,641 | New | Q4 2025 | Feb 13, 2026 |
| United Advisor Group, LLC | History | Added to | 41,986 | 1,009 | 0.13% | 0.09% | 738 | +12,087 | 40.43% | Q4 2025 | Jan 26, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 41,657 | 1,001 | 0.1% | 0.05% | 739 | +19,317 | 86.47% | Q4 2025 | Feb 02, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Reduced | 41,164 | 989 | 0.11% | 0.11% | 740 | -1,494 | -3.5% | Q4 2025 | Feb 03, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 41,118 | 988 | 0.07% | 0.07% | 741 | -253 | -0.61% | Q4 2025 | Feb 10, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 41,014 | 985 | 0.02% | 0.02% | 742 | +292 | 0.72% | Q4 2025 | Jan 28, 2026 |
| Fielder Capital Group LLC | History | No change | 40,959 | 984 | 0.21% | 0.22% | 743 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 40,820 | 981 | 0.0% | 0.0% | 744 | +1,096 | 2.76% | Q4 2025 | Feb 11, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 40,833 | 981 | 0.29% | 0.29% | 745 | +974 | 2.44% | Q4 2025 | Feb 10, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 40,657 | 977 | 0.56% | 0.58% | 746 | +1,819 | 4.68% | Q4 2025 | Feb 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 40,563 | 975 | 0.05% | 0.04% | 747 | +2,244 | 5.86% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 40,408 | 971 | 0.02% | 0.01% | 748 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Greenline Partners, LLC | History | Added to | 40,369 | 970 | 0.11% | 0.11% | 749 | +268 | 0.67% | Q4 2025 | Feb 17, 2026 |
| FineMark National Bank & Trust | History | Reduced | 39,472 | 948 | 0.03% | 0.03% | 750 | -1,010 | -2.49% | Q4 2025 | Feb 12, 2026 |
| Black Cypress Capital Management, LLC | History | Reduced | 39,386 | 946 | 0.66% | 0.7% | 751 | -639 | -1.6% | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 39,282 | 944 | 0.01% | 0.01% | 752 | -27 | -0.07% | Q4 2025 | Feb 03, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 39,147 | 941 | 0.19% | 0.19% | 753 | -118 | -0.3% | Q4 2025 | Feb 03, 2026 |
| TSG Advice Partners, LLC | History | New | 39,136 | 940 | 0.14% | — | 754 | +39,136 | New | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Added to | 38,933 | 935 | 0.29% | 0.27% | 755 | +3,648 | 10.34% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Management | History | New | 38,823 | 933 | 1.05% | — | 756 | +38,823 | New | Q4 2025 | Mar 03, 2026 |
| Princeton Global Asset Management LLC | History | No change | 38,746 | 931 | 0.15% | 0.15% | 757 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 38,528 | 926 | 0.11% | 0.11% | 758 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 38,452 | 924 | 0.52% | 0.51% | 759 | +906 | 2.41% | Q4 2025 | Jan 14, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 38,171 | 917 | 0.19% | 0.18% | 760 | +244 | 0.64% | Q4 2025 | Feb 10, 2026 |
| Dakota Wealth Management | History | Reduced | 38,056 | 914 | 0.02% | 0.02% | 761 | -969 | -2.48% | Q4 2025 | Jan 13, 2026 |
| RMR Wealth Builders | History | Reduced | 37,813 | 909 | 0.07% | 0.07% | 762 | -716 | -1.86% | Q4 2025 | Jan 29, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 37,790 | 908 | 0.09% | 0.13% | 764 | -10,354 | -21.51% | Q4 2025 | Feb 06, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 37,797 | 908 | 0.05% | 0.06% | 763 | -4,039 | -9.65% | Q4 2025 | Jan 20, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 37,730 | 907 | 0.16% | 0.16% | 765 | -86 | -0.23% | Q4 2025 | Jan 09, 2026 |
| Investment Advisory Group, LLC | History | Added to | 37,614 | 904 | 0.23% | 0.18% | 766 | +9,429 | 33.45% | Q4 2025 | Jan 23, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 37,337 | 897 | 0.09% | 0.08% | 767 | +1,300 | 3.61% | Q4 2025 | Feb 13, 2026 |
| Beacon Capital Management, LLC | History | Added to | 37,290 | 896 | 0.14% | 0.1% | 768 | +7,151 | 23.73% | Q4 2025 | Feb 13, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 37,092 | 891 | 0.13% | 0.06% | 769 | +20,095 | 118.23% | Q4 2025 | Jan 28, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 37,098 | 891 | 0.2% | 0.2% | 770 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 36,889 | 886 | 0.03% | 0.03% | 771 | +3,343 | 9.97% | Q4 2025 | Jan 07, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 36,743 | 883 | 0.05% | 0.05% | 773 | -1,599 | -4.17% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Added to | 36,731 | 883 | 0.47% | 0.37% | 772 | +215 | 0.59% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 36,716 | 882 | 0.02% | 0.02% | 774 | +5,530 | 17.73% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 36,449 | 876 | 0.0% | 0.0% | 775 | +1,954 | 5.66% | Q4 2025 | Jan 30, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 36,329 | 873 | 0.02% | — | 776 | +36,329 | New | Q4 2025 | Feb 17, 2026 |
| Archer Investment Management, LLC | History | Reduced | 36,243 | 871 | 0.47% | 0.52% | 777 | -95 | -0.26% | Q4 2025 | Jan 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 36,197 | 870 | 0.06% | 0.07% | 778 | -4,083 | -10.14% | Q4 2025 | Jan 21, 2026 |
| FWG Investments, LLC. | History | Added to | 36,201 | 870 | 0.55% | 0.53% | 779 | +3,282 | 9.97% | Q4 2025 | Jan 28, 2026 |
| Biltmore Family Office, LLC | History | No change | 36,188 | 869 | 0.12% | 0.12% | 780 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Manuka Financial, LLC | History | No change | 35,960 | 864 | 0.54% | 0.52% | 781 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wolff Financial Management LLC | History | Added to | 35,777 | 860 | 0.19% | 0.19% | 782 | +993 | 2.85% | Q4 2025 | Feb 06, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 35,439 | 851 | 0.21% | 0.18% | 783 | +6,330 | 21.75% | Q4 2025 | Feb 02, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 35,362 | 850 | 0.14% | 0.13% | 784 | +4,536 | 14.71% | Q4 2025 | Jan 26, 2026 |
| Flower City Capital | History | Added to | 35,335 | 849 | 0.43% | 0.36% | 785 | +6,779 | 23.74% | Q4 2025 | Jan 22, 2026 |
| Brucke Financial, Inc. | History | Reduced | 35,044 | 842 | 0.46% | 0.49% | 786 | -25 | -0.07% | Q4 2025 | Jan 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 34,942 | 840 | 0.01% | 0.01% | 787 | -1,138 | -3.15% | Q4 2025 | Feb 02, 2026 |
| Snowden Capital Advisors LLC | History | New | 34,802 | 836 | 0.02% | — | 788 | +34,802 | New | Q4 2025 | Feb 17, 2026 |
| Curated Wealth Partners LLC | History | New | 34,677 | 833 | 0.09% | — | 790 | +34,677 | New | Q4 2025 | Jan 12, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 34,670 | 833 | 0.08% | 0.08% | 789 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PDS Planning, Inc | History | Added to | 34,550 | 830 | 0.06% | 0.03% | 791 | +17,395 | 101.4% | Q4 2025 | Jan 26, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 34,456 | 828 | 0.01% | 0.01% | 792 | +1,935 | 5.95% | Q4 2025 | Feb 09, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 33,972 | 816 | 0.01% | 0.0% | 793 | +17,972 | 112.33% | Q4 2025 | Feb 02, 2026 |
| Seed Wealth Management, Inc. | History | No change | 33,940 | 815 | 0.56% | 0.55% | 794 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MATHER GROUP, LLC. | History | Added to | 33,753 | 811 | 0.01% | 0.01% | 795 | +2,201 | 6.98% | Q4 2025 | Jan 13, 2026 |
| Front Row Advisors LLC | History | Reduced | 33,733 | 810 | 0.27% | 0.26% | 796 | -144 | -0.43% | Q4 2025 | Feb 12, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 33,505 | 805 | 0.1% | 0.08% | 797 | +7,109 | 26.93% | Q4 2025 | Feb 06, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 33,237 | 799 | 0.0% | 0.0% | 798 | +5,626 | 20.38% | Q4 2025 | Jan 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 33,076 | 795 | 0.1% | 0.1% | 799 | +232 | 0.71% | Q4 2025 | Jan 08, 2026 |
| NDVR, Inc. | History | Reduced | 32,682 | 785 | 0.65% | 0.65% | 800 | -726 | -2.17% | Q4 2025 | Feb 12, 2026 |
| Crescent Sterling, Ltd. | History | Reduced | 32,590 | 783 | 0.8% | 0.81% | 802 | -441 | -1.34% | Q4 2025 | Jan 07, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 32,591 | 783 | 0.31% | 0.36% | 801 | +167 | 0.52% | Q4 2025 | Feb 17, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 32,528 | 781 | 0.44% | 0.46% | 803 | +3,694 | 12.81% | Q4 2025 | Jan 28, 2026 |
| Granite Investment Partners, LLC | History | Added to | 32,430 | 779 | 0.05% | 0.04% | 804 | +7 | 0.02% | Q4 2025 | Feb 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 32,324 | 777 | 0.0% | 0.0% | 805 | +3,068 | 10.49% | Q4 2025 | Feb 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 32,300 | 776 | 0.0% | 0.0% | 806 | +1,764 | 5.78% | Q4 2025 | Feb 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 32,302 | 776 | 0.05% | 0.05% | 807 | -170 | -0.52% | Q4 2025 | Feb 23, 2026 |
| Legacy Bridge, LLC | History | Added to | 32,096 | 771 | 0.31% | 0.28% | 808 | +2,720 | 9.26% | Q4 2025 | Jan 23, 2026 |
| Single Point Partners, LLC | History | Added to | 32,105 | 771 | 0.15% | 0.15% | 809 | +290 | 0.91% | Q4 2025 | Jan 26, 2026 |
| Broadview Financial Management, LLC | History | Added to | 32,045 | 770 | 0.52% | 0.49% | 810 | +889 | 2.85% | Q4 2025 | Feb 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 31,852 | 765 | 0.27% | 0.3% | 811 | -3,657 | -10.3% | Q4 2025 | Jan 09, 2026 |
| BCWM, LLC | History | No change | 31,768 | 763 | 0.23% | 0.22% | 812 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 31,710 | 762 | 0.38% | 0.39% | 813 | +880 | 2.85% | Q4 2025 | Feb 11, 2026 |
| ASPIRIANT, LLC | History | Added to | 31,633 | 760 | 0.02% | 0.02% | 814 | +4,307 | 15.76% | Q4 2025 | Jan 20, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 31,450 | 756 | 0.02% | 0.02% | 815 | -9,314 | -22.85% | Q4 2025 | Feb 05, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 31,306 | 752 | 0.43% | 0.4% | 816 | +2,676 | 9.35% | Q4 2025 | Jan 06, 2026 |
| GLENMEDE TRUST CO NA | History | New | 31,264 | 751 | 0.0% | — | 817 | +31,264 | New | Q4 2025 | Feb 17, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 31,268 | 751 | 0.28% | 0.26% | 818 | +2,180 | 7.49% | Q4 2025 | Feb 05, 2026 |
| Basepoint Wealth LLC | History | Reduced | 31,144 | 748 | 0.45% | 0.51% | 819 | -17 | -0.05% | Q4 2025 | Feb 10, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 31,089 | 747 | 0.39% | 0.24% | 821 | +12,381 | 66.18% | Q4 2025 | Jan 23, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 31,104 | 747 | 0.39% | 0.38% | 820 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pacific Asset Management, LLC | History | Added to | 31,035 | 746 | 0.45% | 0.48% | 822 | +861 | 2.85% | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 30,790 | 740 | 0.01% | 0.01% | 823 | +6,708 | 27.85% | Q4 2025 | Jan 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 30,741 | 739 | 0.03% | 0.03% | 824 | +42 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 30,713 | 738 | 0.13% | 0.04% | 825 | +19,810 | 181.69% | Q4 2025 | Jan 29, 2026 |
| Davis Wealth Advisors, LLC | History | New | 30,680 | 737 | 0.61% | — | 826 | +30,680 | New | Q4 2025 | Feb 17, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 30,640 | 736 | 0.18% | 0.19% | 827 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Daytona Street Capital LLC | History | New | 30,602 | 735 | 0.57% | — | 828 | +30,602 | New | Q4 2025 | Jan 21, 2026 |
| RED REEF ADVISORS LLC | History | New | 30,583 | 735 | 0.75% | — | 829 | +30,583 | New | Q4 2025 | Apr 08, 2026 |
| Wall Capital Group, Inc. | History | New | 30,408 | 731 | 0.7% | — | 830 | +30,408 | New | Q4 2025 | Feb 17, 2026 |
| Pathway Financial Advisors LLC | History | No change | 29,488 | 729 | 0.09% | 0.09% | 831 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| EWA, LLC | History | New | 30,256 | 727 | 0.18% | — | 832 | +30,256 | New | Q4 2025 | Feb 03, 2026 |
| Prospera Capital Management, LLC | History | No change | 30,206 | 726 | 0.37% | 0.34% | 833 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Baldwin Investment Management, LLC | History | No change | 30,153 | 724 | 0.08% | 0.08% | 834 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 30,125 | 724 | 0.11% | 0.11% | 835 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 30,116 | 723 | 0.2% | 0.21% | 837 | -1,316 | -4.19% | Q4 2025 | Jan 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 30,084 | 723 | 0.01% | 0.02% | 836 | -147 | -0.49% | Q4 2025 | Feb 06, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 30,052 | 722 | 0.02% | 0.02% | 838 | -1,241 | -3.97% | Q4 2025 | Jan 28, 2026 |
| MAIRS & POWER INC | History | No change | 30,000 | 721 | 0.01% | 0.01% | 839 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 29,941 | 719 | 0.03% | 0.03% | 840 | +2,377 | 8.62% | Q4 2025 | Jan 29, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 29,849 | 717 | 0.14% | 0.13% | 841 | +2,466 | 9.01% | Q4 2025 | Jan 08, 2026 |
| MBL Wealth, LLC | History | No change | 29,846 | 717 | 0.06% | 0.06% | 842 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Goldstein Advisors, LLC | History | Added to | 29,752 | 715 | 0.08% | 0.06% | 843 | +9,067 | 43.83% | Q4 2025 | Feb 10, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 29,541 | 710 | 0.06% | 0.04% | 844 | +9,525 | 47.59% | Q4 2025 | Feb 12, 2026 |
| My Personal CFO, LLC | History | New | 29,391 | 706 | 0.29% | — | 845 | +29,391 | New | Q4 2025 | Jan 15, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 29,239 | 702 | 0.04% | 0.03% | 846 | +4,451 | 17.96% | Q4 2025 | Feb 02, 2026 |
| Accel Wealth Management | History | No change | 29,080 | 699 | 0.19% | 0.2% | 847 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 28,940 | 695 | 0.31% | 0.32% | 849 | -2,720 | -8.59% | Q4 2025 | Jan 21, 2026 |
| Oldfather Financial Services, LLC | History | Added to | 28,926 | 695 | 0.21% | 0.2% | 848 | +714 | 2.53% | Q4 2025 | Jan 16, 2026 |
| EdgeRock Capital LLC | History | No change | 28,775 | 691 | 0.18% | 0.19% | 850 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AAF Wealth Management, LLC | History | Added to | 28,705 | 690 | 0.29% | 0.3% | 851 | +449 | 1.59% | Q4 2025 | Feb 06, 2026 |
| Claro Advisors Inc. | History | Reduced | 28,618 | 687 | 0.09% | 0.11% | 852 | -3,881 | -11.94% | Q4 2025 | Feb 17, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 28,505 | 685 | 0.09% | 0.1% | 853 | -4,751 | -14.29% | Q4 2025 | Feb 13, 2026 |
| Bowman & Co S.C. | History | Added to | 28,422 | 683 | 0.29% | 0.28% | 854 | +254 | 0.9% | Q4 2025 | Jan 23, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 28,403 | 682 | 0.38% | — | 855 | +28,403 | New | Q4 2025 | Feb 17, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 28,258 | 679 | 0.1% | 0.1% | 856 | +358 | 1.28% | Q4 2025 | Feb 03, 2026 |
| HOWE & RUSLING INC | History | Added to | 28,203 | 677 | 0.04% | 0.02% | 857 | +14,603 | 107.38% | Q4 2025 | Feb 17, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 28,106 | 675 | 0.02% | 0.02% | 858 | +3,663 | 14.99% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 28,017 | 673 | 0.04% | 0.05% | 859 | -834 | -2.89% | Q4 2025 | Feb 20, 2026 |
| Sage Mountain Advisors LLC | History | No change | 28,000 | 673 | 0.04% | 0.04% | 860 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 27,926 | 671 | 0.02% | 0.02% | 861 | -126 | -0.45% | Q4 2025 | Feb 13, 2026 |
| Advisory Resource Group | History | Added to | 27,888 | 670 | 0.12% | 0.05% | 862 | +15,671 | 128.27% | Q4 2025 | Feb 12, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 27,838 | 669 | 0.37% | 0.56% | 863 | -11,114 | -28.53% | Q4 2025 | Feb 17, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 27,866 | 669 | 0.41% | 0.41% | 864 | +620 | 2.28% | Q4 2025 | Jan 07, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 27,781 | 667 | 0.01% | 0.01% | 865 | +2,623 | 10.43% | Q4 2025 | Feb 12, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 26,252 | 667 | 0.08% | 0.09% | 866 | +46 | 0.18% | Q4 2025 | Feb 23, 2026 |
| Arax Advisory Partners | History | New | 27,711 | 666 | 0.02% | — | 867 | +27,711 | New | Q4 2025 | Feb 13, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 27,676 | 665 | 0.29% | 0.3% | 868 | -1,474 | -5.06% | Q4 2025 | Jan 15, 2026 |
| Lighthouse Wealth Management Inc. | History | No change | 27,549 | 662 | 0.45% | 0.52% | 869 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 27,357 | 657 | 0.02% | 0.01% | 870 | +12,847 | 88.54% | Q4 2025 | Jan 14, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 27,266 | 655 | 0.14% | 0.12% | 871 | +8,180 | 42.86% | Q4 2025 | Feb 02, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 27,213 | 654 | 0.59% | — | 872 | +27,213 | New | Q4 2025 | Feb 17, 2026 |
| Bensler, LLC | History | Reduced | 27,077 | 650 | 0.07% | 0.07% | 873 | -522 | -1.89% | Q4 2025 | Feb 04, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 25,887 | 648 | 0.04% | 0.04% | 874 | +20 | 0.08% | Q4 2025 | Jan 23, 2026 |
| Asset One Wealth Management LLC | History | New | 25,257 | 646 | 0.09% | — | 875 | +25,257 | New | Q4 2025 | Feb 17, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 26,795 | 644 | 0.08% | 0.08% | 876 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 26,752 | 643 | 0.25% | 0.26% | 877 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Westwood Wealth Management | History | New | 26,742 | 642 | 0.48% | — | 878 | +26,742 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 26,742 | 642 | 0.48% | 0.53% | 879 | -2,100 | -7.28% | Q4 2025 | Jan 13, 2026 |
| Trevian Wealth Management LLC | History | New | 26,454 | 635 | 0.3% | — | 880 | +26,454 | New | Q4 2025 | Feb 05, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 26,411 | 634 | 0.06% | 0.06% | 881 | +265 | 1.01% | Q4 2025 | Feb 06, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 26,052 | 626 | 0.02% | 0.02% | 882 | +4,275 | 19.63% | Q4 2025 | Feb 17, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 26,065 | 626 | 0.11% | 0.1% | 883 | +2,005 | 8.33% | Q4 2025 | Jan 07, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 26,031 | 625 | 0.35% | 0.38% | 884 | -862 | -3.21% | Q4 2025 | Feb 03, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 26,005 | 625 | 0.14% | 0.15% | 885 | -685 | -2.57% | Q4 2025 | Jan 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 25,947 | 623 | 0.01% | 0.01% | 886 | -320 | -1.22% | Q4 2025 | Feb 05, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 25,904 | 622 | 0.18% | 0.18% | 887 | +2 | 0.01% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | Reduced | 25,826 | 620 | 0.0% | 0.0% | 888 | -22,377 | -46.42% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | New | 25,601 | 615 | 0.0% | — | 889 | +25,601 | New | Q4 2025 | Jan 27, 2026 |
| TRUST CO OF VERMONT | History | Added to | 25,484 | 612 | 0.03% | 0.01% | 890 | +15,390 | 152.47% | Q4 2025 | Jan 16, 2026 |
| Madison Asset Management, LLC | History | Added to | 25,380 | 610 | 0.01% | 0.01% | 891 | +240 | 0.95% | Q4 2025 | Feb 04, 2026 |
| WEIK CAPITAL MANAGEMENT | History | Reduced | 25,325 | 608 | 0.23% | 0.23% | 893 | -710 | -2.73% | Q4 2025 | Feb 11, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 25,297 | 608 | 0.03% | 0.03% | 892 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 25,219 | 606 | 0.01% | 0.01% | 895 | +2,919 | 13.09% | Q4 2025 | Jan 29, 2026 |
| Palisade Asset Management, LLC | History | Reduced | 25,220 | 606 | 0.06% | 0.06% | 894 | -232 | -0.91% | Q4 2025 | Feb 13, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 25,126 | 604 | 1.0% | 0.79% | 896 | -80 | -0.32% | Q4 2025 | Feb 09, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 25,001 | 601 | 0.02% | 0.01% | 897 | +9,932 | 65.91% | Q4 2025 | Jan 14, 2026 |
| Values Added Financial LLC | History | Reduced | 24,939 | 599 | 0.25% | 0.27% | 898 | -730 | -2.84% | Q4 2025 | Jan 16, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 24,777 | 595 | 0.44% | 0.34% | 901 | +6,056 | 32.35% | Q4 2025 | Feb 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 24,591 | 595 | 0.04% | 0.04% | 899 | +1,622 | 7.06% | Q4 2025 | Jan 15, 2026 |
| Plancorp, LLC | History | Reduced | 24,791 | 595 | 0.02% | 0.02% | 900 | -128 | -0.51% | Q4 2025 | Feb 05, 2026 |
| Regal Investment Advisors LLC | History | Added to | 24,677 | 593 | 0.04% | 0.03% | 902 | +3,154 | 14.65% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Added to | 24,602 | 592 | 0.03% | 0.02% | 904 | +3,381 | 15.93% | Q4 2025 | Feb 12, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 24,646 | 592 | 0.02% | 0.02% | 903 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PROFFITT & GOODSON INC | History | No change | 24,643 | 592 | 0.08% | 0.08% | 905 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 24,571 | 590 | 0.02% | 0.02% | 906 | +979 | 4.15% | Q4 2025 | Feb 13, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 24,564 | 590 | 0.15% | 0.15% | 907 | -418 | -1.67% | Q4 2025 | Jan 22, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 24,522 | 589 | 0.0% | 0.0% | 908 | -61 | -0.25% | Q4 2025 | Feb 13, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 24,114 | 587 | 0.23% | 0.21% | 909 | +2,803 | 13.15% | Q4 2025 | Jan 21, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 24,441 | 587 | 0.33% | 0.33% | 910 | -291 | -1.18% | Q4 2025 | Feb 02, 2026 |
| M Holdings Securities, Inc. | History | Added to | 24,332 | 585 | 0.04% | 0.07% | 911 | +9,235 | 61.17% | Q4 2025 | Feb 11, 2026 |
| MCF Advisors LLC | History | Added to | 24,286 | 583 | 0.03% | 0.02% | 912 | +7,732 | 46.71% | Q4 2025 | Feb 11, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 24,144 | 580 | 0.05% | 0.05% | 913 | +4,254 | 21.39% | Q4 2025 | Jan 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 24,092 | 579 | 0.04% | 0.03% | 914 | +2,299 | 10.55% | Q4 2025 | Feb 17, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 23,964 | 576 | 0.08% | — | 915 | +23,964 | New | Q4 2025 | Feb 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 23,745 | 570 | 0.07% | 0.07% | 916 | +385 | 1.65% | Q4 2025 | Feb 13, 2026 |
| Joule Financial, LLC | History | Reduced | 23,430 | 563 | 0.17% | 0.19% | 917 | -3,120 | -11.75% | Q4 2025 | Jan 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 23,417 | 562 | 0.0% | 0.0% | 918 | +4,150 | 21.54% | Q4 2025 | Feb 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 23,381 | 562 | 0.04% | 0.03% | 919 | +1,060 | 4.75% | Q4 2025 | Feb 05, 2026 |
| ETF Store, Inc. | History | Added to | 23,415 | 562 | 0.57% | 0.56% | 920 | +600 | 2.63% | Q4 2025 | Jan 22, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 23,280 | 559 | 0.15% | 0.14% | 921 | -722 | -3.01% | Q4 2025 | Feb 10, 2026 |
| SACHEM HILL LLC | History | Reduced | 23,238 | 558 | 0.11% | 0.11% | 922 | -229 | -0.98% | Q4 2025 | Feb 12, 2026 |
| Advisory Alpha, LLC | History | Added to | 23,174 | 557 | 0.02% | 0.01% | 923 | +7,702 | 49.78% | Q4 2025 | Feb 06, 2026 |
| HUB Investment Partners, LLC | History | Added to | 23,210 | 557 | 0.01% | 0.02% | 924 | +3,474 | 17.6% | Q4 2025 | Feb 17, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 22,695 | 549 | 0.05% | 0.06% | 925 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Darrow Company, Inc. | History | Added to | 22,815 | 548 | 0.25% | 0.19% | 926 | +5,140 | 29.08% | Q4 2025 | Jan 27, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 22,667 | 544 | 0.03% | 0.02% | 927 | +4,323 | 23.57% | Q4 2025 | Feb 13, 2026 |
| Portside Wealth Group, LLC | History | Added to | 22,668 | 544 | 0.07% | 0.07% | 928 | +23 | 0.1% | Q4 2025 | Jan 21, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 22,617 | 543 | 0.46% | 0.47% | 929 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Midwest Financial Group LLC | History | Added to | 22,535 | 541 | 0.24% | 0.21% | 930 | +3,598 | 19.0% | Q4 2025 | Jan 20, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 22,484 | 540 | 0.03% | 0.03% | 931 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GREENWOOD GEARHART INC | History | Added to | 22,255 | 535 | 0.03% | 0.03% | 932 | +547 | 2.52% | Q4 2025 | Feb 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 22,224 | 534 | 0.01% | 0.02% | 933 | +831 | 3.88% | Q4 2025 | Feb 02, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 22,201 | 533 | 0.19% | 0.17% | 934 | +1,820 | 8.93% | Q4 2025 | Jan 22, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 22,170 | 532 | 0.12% | — | 936 | +22,170 | New | Q4 2025 | Feb 18, 2026 |
| MAYPORT, LLC | History | Added to | 22,132 | 532 | 0.11% | 0.11% | 935 | +639 | 2.97% | Q4 2025 | Jan 21, 2026 |
| waypoint wealth counsel | History | Reduced | 22,107 | 531 | 0.19% | 0.21% | 937 | -366 | -1.63% | Q4 2025 | Jan 28, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 22,031 | 529 | 0.27% | 0.42% | 938 | -10,167 | -31.58% | Q4 2025 | Jan 29, 2026 |
| Piscataqua Savings Bank | History | New | 22,002 | 528 | 0.37% | — | 939 | +22,002 | New | Q4 2025 | Jan 16, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 21,884 | 526 | 0.08% | 0.08% | 940 | -151 | -0.69% | Q4 2025 | Feb 09, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 21,874 | 525 | 0.16% | 0.16% | 941 | -227 | -1.03% | Q4 2025 | Feb 06, 2026 |
| Crewe Advisors LLC | History | Added to | 21,780 | 523 | 0.05% | 0.05% | 942 | +531 | 2.5% | Q4 2025 | Jan 16, 2026 |
| Madrid Wealth Management, LLC | History | New | 21,751 | 522 | 0.42% | — | 943 | +21,751 | New | Q4 2025 | Feb 02, 2026 |
| Rubicon Advisors, GP | History | New | 21,636 | 520 | 0.48% | — | 944 | +21,636 | New | Q4 2025 | Mar 09, 2026 |
| Capital Planning LLC | History | Added to | 21,243 | 517 | 0.14% | 0.12% | 945 | +3,424 | 19.22% | Q4 2025 | Jan 23, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 21,510 | 517 | 0.2% | 0.24% | 946 | -381 | -1.74% | Q4 2025 | Feb 06, 2026 |
| Cordant, Inc. | History | Reduced | 21,526 | 517 | 0.22% | 0.23% | 947 | -157 | -0.72% | Q4 2025 | Jan 12, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 21,468 | 516 | 0.26% | 0.27% | 948 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 21,422 | 514 | 0.0% | 0.0% | 949 | -45 | -0.21% | Q4 2025 | Jan 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 20,744 | 512 | 0.01% | 0.01% | 950 | +10,376 | 100.08% | Q4 2025 | Jan 26, 2026 |
| Key FInancial Inc | History | Added to | 21,271 | 511 | 0.09% | 0.09% | 951 | +4 | 0.02% | Q4 2025 | Feb 09, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 21,224 | 510 | 0.07% | 0.07% | 954 | +3,088 | 17.03% | Q4 2025 | Feb 09, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 21,253 | 510 | 0.0% | 0.0% | 952 | -544 | -2.5% | Q4 2025 | Feb 17, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 21,228 | 510 | 0.04% | 0.04% | 953 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 21,136 | 508 | 0.33% | 0.34% | 955 | -508 | -2.35% | Q4 2025 | Feb 10, 2026 |
| ADE, LLC | History | Added to | 21,057 | 506 | 0.25% | 0.23% | 957 | +1,430 | 7.29% | Q4 2025 | Feb 10, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 21,086 | 506 | 0.09% | 0.09% | 956 | +880 | 4.36% | Q4 2025 | Feb 09, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 20,988 | 504 | 0.01% | 0.01% | 958 | +2 | 0.01% | Q4 2025 | Feb 03, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 20,889 | 502 | 0.04% | 0.03% | 960 | +660 | 3.26% | Q4 2025 | Jan 23, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 20,893 | 502 | 0.43% | 0.42% | 959 | -125 | -0.59% | Q4 2025 | Jan 14, 2026 |
| Jacobs Equity LLC | History | New | 20,802 | 500 | 0.48% | — | 962 | +20,802 | New | Q4 2025 | Feb 19, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 20,834 | 500 | 0.02% | 0.03% | 961 | -1,789 | -7.91% | Q4 2025 | Jan 28, 2026 |
| Aspect Partners, LLC | History | No change | 20,761 | 499 | 0.22% | 0.22% | 963 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BWM Planning, LLC | History | New | 20,550 | 494 | 0.13% | — | 964 | +20,550 | New | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 20,517 | 493 | 0.04% | 0.05% | 965 | -1,438 | -6.55% | Q4 2025 | Jan 26, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 20,500 | 492 | 0.01% | 0.01% | 966 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BIRCHBROOK, INC. | History | Added to | 20,416 | 490 | 0.24% | 0.25% | 968 | +23 | 0.11% | Q4 2025 | Feb 04, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 20,389 | 490 | 0.05% | 0.05% | 967 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 20,282 | 487 | 0.02% | 0.04% | 969 | -8,964 | -30.65% | Q4 2025 | Feb 04, 2026 |
| Astra Wealth Partners LLC | History | No change | 20,080 | 482 | 0.28% | 0.31% | 970 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SLT Holdings LLC | History | Reduced | 20,000 | 480 | 0.31% | 0.37% | 971 | -4,448 | -18.19% | Q4 2025 | Feb 09, 2026 |
| SOL Capital Management CO | History | Added to | 19,899 | 478 | 0.04% | 0.04% | 972 | +49 | 0.25% | Q4 2025 | Jan 30, 2026 |
| CWC Advisors, LLC. | History | Added to | 19,862 | 477 | 0.23% | 0.22% | 973 | +163 | 0.83% | Q4 2025 | Jan 26, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 19,833 | 476 | 0.03% | 0.03% | 974 | -351 | -1.74% | Q4 2025 | Jan 22, 2026 |
| Sowell Financial Services LLC | History | Added to | 19,745 | 474 | 0.02% | 0.01% | 975 | +8,108 | 69.67% | Q4 2025 | Jan 21, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 19,732 | 474 | 0.32% | 0.33% | 976 | -1,336 | -6.34% | Q4 2025 | Feb 04, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 19,586 | 470 | 0.24% | 0.25% | 979 | +1,102 | 5.96% | Q4 2025 | Feb 23, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 19,560 | 470 | 0.07% | 0.07% | 978 | -391 | -1.96% | Q4 2025 | Feb 12, 2026 |
| Boston Trust Walden Corp | History | No change | 19,583 | 470 | 0.0% | 0.0% | 977 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GM Advisory Group, LLC | History | Added to | 19,499 | 468 | 0.02% | 0.02% | 980 | +699 | 3.72% | Q4 2025 | Feb 13, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 19,420 | 466 | 0.28% | 0.29% | 981 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JACOBS & CO/CA | History | No change | 19,362 | 465 | 0.04% | 0.04% | 982 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Sovran Advisors, LLC | History | Added to | 18,551 | 464 | 0.04% | 0.03% | 985 | +4,670 | 33.64% | Q4 2025 | Jan 20, 2026 |
| Marshall Financial Group, LLC | History | Added to | 19,325 | 464 | 0.09% | 0.09% | 984 | +392 | 2.07% | Q4 2025 | Jan 09, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 19,334 | 464 | 0.22% | 0.22% | 983 | -60 | -0.31% | Q4 2025 | Jan 22, 2026 |
| Ethos Financial Group, LLC | History | Added to | 19,143 | 460 | 0.03% | 0.02% | 986 | +8,106 | 73.44% | Q4 2025 | Jan 20, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Added to | 19,134 | 459 | 0.06% | 0.05% | 987 | +1,295 | 7.26% | Q4 2025 | Feb 09, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 19,081 | 458 | 0.11% | 0.11% | 988 | -401 | -2.06% | Q4 2025 | Jan 27, 2026 |
| HCR Wealth Advisors | History | Added to | 19,018 | 457 | 0.05% | 0.04% | 989 | +4,070 | 27.23% | Q4 2025 | Jan 27, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 18,974 | 456 | 0.04% | 0.03% | 990 | +2,322 | 13.94% | Q4 2025 | Jan 23, 2026 |
| Twin Cities Retirement Group LLC | History | New | 18,951 | 455 | 0.44% | — | 991 | +18,951 | New | Q4 2025 | Feb 09, 2026 |
| Foguth Wealth Management, LLC. | History | New | 18,659 | 454 | 0.07% | — | 993 | +18,659 | New | Q4 2025 | Jan 05, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 18,888 | 454 | 0.03% | 0.03% | 992 | +278 | 1.49% | Q4 2025 | Feb 13, 2026 |
| Tenzing Financial LLC | History | New | 18,882 | 453 | 0.37% | — | 994 | +18,882 | New | Q4 2025 | Feb 13, 2026 |
| DDD Partners, LLC | History | No change | 18,774 | 451 | 0.03% | 0.03% | 995 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Aerodigm Wealth, LLC | History | New | 18,679 | 449 | 0.16% | — | 996 | +18,679 | New | Q4 2025 | Feb 06, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 18,602 | 447 | 0.15% | 0.15% | 997 | -380 | -2.0% | Q4 2025 | Jan 22, 2026 |
| Family Investment Center, Inc. | History | Added to | 18,543 | 445 | 0.09% | 0.09% | 998 | +288 | 1.58% | Q4 2025 | Jan 23, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 18,503 | 444 | 0.03% | 0.03% | 999 | +672 | 3.77% | Q4 2025 | Jan 16, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 18,465 | 443 | 0.06% | 0.07% | 1000 | +99 | 0.54% | Q4 2025 | Jan 12, 2026 |
| Haverford Trust Co | History | Added to | 18,396 | 442 | 0.0% | 0.0% | 1001 | +102 | 0.56% | Q4 2025 | Feb 13, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 18,390 | 442 | 0.11% | 0.11% | 1002 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 18,378 | 441 | 0.38% | 0.35% | 1003 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rede Wealth, LLC | History | New | 18,304 | 440 | 0.15% | — | 1004 | +18,304 | New | Q4 2025 | Jan 23, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 18,244 | 438 | 0.12% | 0.12% | 1005 | +642 | 3.65% | Q4 2025 | Jan 23, 2026 |
| Well Done, LLC | History | No change | 18,260 | 438 | 0.07% | 0.07% | 1006 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ENTREWEALTH, LLC | History | New | 16,829 | 437 | 0.2% | — | 1007 | +16,829 | New | Q4 2025 | Feb 13, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 18,156 | 436 | 0.01% | 0.01% | 1008 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 16,932 | 434 | 0.07% | 0.0% | 1009 | +16,803 | 13025.58% | Q4 2025 | Feb 02, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 17,943 | 434 | 0.01% | 0.0% | 1010 | +4,797 | 36.49% | Q4 2025 | Feb 05, 2026 |
| OPAL CAPITAL LLC | History | New | 16,425 | 432 | 0.11% | — | 1011 | +16,425 | New | Q4 2025 | Feb 17, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Added to | 17,958 | 431 | 0.09% | 0.07% | 1012 | +1,914 | 11.93% | Q4 2025 | Feb 10, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 17,948 | 431 | 0.05% | 0.05% | 1013 | +4 | 0.02% | Q4 2025 | Feb 06, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 17,884 | 429 | 0.12% | 0.12% | 1014 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AMG National Trust Bank | History | Added to | 17,770 | 427 | 0.01% | 0.01% | 1015 | +1,300 | 7.89% | Q4 2025 | Jan 30, 2026 |
| SRH ADVISORS, LLC | History | Added to | 17,592 | 422 | 0.12% | 0.12% | 1016 | +127 | 0.73% | Q4 2025 | Jan 21, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 17,499 | 420 | 0.26% | 0.43% | 1017 | -10,552 | -37.62% | Q4 2025 | Jan 15, 2026 |
| VCI Wealth Management LLC | History | Added to | 17,437 | 419 | 0.12% | 0.1% | 1019 | +2,564 | 17.24% | Q4 2025 | Jan 27, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 17,446 | 419 | 0.19% | 0.19% | 1018 | -552 | -3.07% | Q4 2025 | Feb 03, 2026 |
| GREENLEAF TRUST | History | Added to | 17,402 | 418 | 0.0% | 0.0% | 1020 | +8,374 | 92.76% | Q4 2025 | Jan 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 17,403 | 418 | 0.02% | 0.02% | 1021 | +5,083 | 41.26% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | Added to | 17,318 | 416 | 0.0% | 0.0% | 1022 | +6,932 | 66.74% | Q4 2025 | Feb 13, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 17,304 | 415 | 0.13% | 0.1% | 1025 | +3,796 | 28.1% | Q4 2025 | Jan 12, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 17,243 | 415 | 0.16% | 0.15% | 1023 | +379 | 2.25% | Q4 2025 | Jan 23, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 17,263 | 415 | 0.08% | 0.07% | 1024 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Smart Portfolios, LLC | History | No change | 17,225 | 414 | 0.41% | 0.39% | 1026 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 17,182 | 413 | 0.03% | 0.03% | 1029 | +2,498 | 17.01% | Q4 2025 | Feb 04, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 17,206 | 413 | 0.03% | 0.03% | 1027 | +194 | 1.14% | Q4 2025 | Jan 07, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 17,200 | 413 | 0.05% | 0.05% | 1028 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 17,157 | 412 | 0.06% | 0.07% | 1030 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | New | 17,098 | 411 | 0.18% | — | 1032 | +17,098 | New | Q4 2025 | Jan 23, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 17,106 | 411 | 0.26% | 0.25% | 1031 | +473 | 2.84% | Q4 2025 | Feb 06, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 17,112 | 411 | 0.25% | 0.26% | 1033 | -354 | -2.03% | Q4 2025 | Jan 09, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 17,094 | 410 | 0.04% | 0.04% | 1034 | -28 | -0.16% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 17,030 | 409 | 0.03% | 0.03% | 1035 | -2,504 | -12.82% | Q4 2025 | Jan 26, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 16,921 | 406 | 0.4% | — | 1036 | +16,921 | New | Q4 2025 | Feb 19, 2026 |
| First Growth Capital LLC | History | New | 15,196 | 404 | 0.36% | — | 1037 | +15,196 | New | Q4 2025 | Feb 19, 2026 |
| Vident Advisory, LLC | History | Added to | 16,790 | 403 | 0.0% | 0.0% | 1039 | +4,366 | 35.14% | Q4 2025 | Feb 18, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 16,798 | 403 | 0.01% | 0.01% | 1038 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Modus Advisors, LLC | History | No change | 16,574 | 398 | 0.1% | 0.1% | 1040 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 16,550 | 397 | 0.31% | — | 1042 | +16,550 | New | Q4 2025 | Feb 11, 2026 |
| Advisor OS, LLC | History | Reduced | 16,540 | 397 | 0.03% | 0.04% | 1041 | -4,846 | -22.66% | Q4 2025 | Feb 04, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 27,858 | 396 | 0.08% | 0.08% | 1043 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Net Worth Advisory Group | History | New | 16,456 | 395 | 0.08% | — | 1044 | +16,456 | New | Q4 2025 | Jan 14, 2026 |
| Keystone Financial Group | History | Added to | 16,349 | 393 | 0.03% | 0.03% | 1045 | +117 | 0.72% | Q4 2025 | Feb 06, 2026 |
| Sachetta, LLC | History | Added to | 16,326 | 392 | 0.21% | 0.13% | 1047 | +1,024 | 6.69% | Q4 2025 | Feb 02, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 16,331 | 392 | 0.02% | 0.02% | 1046 | -441 | -2.63% | Q4 2025 | Jan 20, 2026 |
| Stembrook Asset Management, LLC | History | New | 16,286 | 391 | 0.37% | — | 1048 | +16,286 | New | Q4 2025 | Feb 13, 2026 |
| Calamos Wealth Management LLC | History | Added to | 16,250 | 390 | 0.01% | 0.01% | 1049 | +5,040 | 44.96% | Q4 2025 | Jan 29, 2026 |
| REDW Wealth LLC | History | Reduced | 16,142 | 388 | 0.15% | 0.18% | 1051 | -4,825 | -23.01% | Q4 2025 | Jan 28, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 16,155 | 388 | 0.01% | 0.0% | 1050 | +2,098 | 14.92% | Q4 2025 | Feb 12, 2026 |
| SYON CAPITAL LLC | History | No change | 16,113 | 387 | 0.02% | 0.02% | 1052 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 16,062 | 386 | 0.13% | 0.15% | 1053 | +3 | 0.02% | Q4 2025 | Jan 08, 2026 |
| POTENTIA WEALTH | History | No change | 15,982 | 384 | 0.14% | 0.14% | 1054 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RAINIER FAMILY WEALTH INC | History | No change | 15,982 | 384 | 0.29% | 0.33% | 1055 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 15,861 | 381 | 0.01% | 0.01% | 1056 | -2,805 | -15.03% | Q4 2025 | Feb 04, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 15,859 | 381 | 0.02% | 0.02% | 1057 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 15,729 | 378 | 0.03% | 0.04% | 1059 | -7,819 | -33.2% | Q4 2025 | Feb 03, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 15,746 | 378 | 0.15% | 0.14% | 1058 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GuidedMoney, LLC | History | New | 15,704 | 377 | 0.2% | — | 1060 | +15,704 | New | Q4 2025 | Feb 23, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 15,674 | 376 | 0.05% | 0.04% | 1061 | +4,212 | 36.75% | Q4 2025 | Jan 21, 2026 |
| Canopy Partners, LLC | History | No change | 15,675 | 376 | 0.12% | 0.12% | 1062 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DRAVO BAY LLC | History | New | 15,623 | 375 | 0.16% | — | 1064 | +15,623 | New | Q4 2025 | Jan 27, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 15,633 | 375 | 0.09% | 0.1% | 1063 | -144 | -0.91% | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 15,549 | 373 | 0.03% | 0.03% | 1066 | +1,630 | 11.71% | Q4 2025 | Feb 04, 2026 |
| ASSETMARK, INC | History | Added to | 15,538 | 373 | 0.0% | 0.0% | 1065 | +1,292 | 9.07% | Q4 2025 | Jan 23, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 15,437 | 371 | 0.09% | 0.1% | 1068 | -1,308 | -7.81% | Q4 2025 | Jan 02, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 15,463 | 371 | 0.04% | 0.04% | 1067 | +85 | 0.55% | Q4 2025 | Feb 13, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 15,397 | 370 | 0.09% | — | 1070 | +15,397 | New | Q4 2025 | Mar 23, 2026 |
| 25 LLC | History | Reduced | 15,412 | 370 | 0.12% | 0.13% | 1069 | -1,476 | -8.74% | Q4 2025 | Jan 15, 2026 |
| American Trust | History | Reduced | 15,374 | 369 | 0.03% | 0.06% | 1071 | -14,741 | -48.95% | Q4 2025 | Feb 17, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 15,332 | 368 | 0.14% | 0.15% | 1072 | -409 | -2.6% | Q4 2025 | Jan 28, 2026 |
| Dunhill Financial, LLC | History | Reduced | 15,242 | 366 | 0.09% | 0.11% | 1074 | -2,621 | -14.67% | Q4 2025 | Jan 29, 2026 |
| Accredited Investors Inc. | History | Reduced | 15,238 | 366 | 0.02% | 0.02% | 1073 | -343 | -2.2% | Q4 2025 | Feb 05, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 15,190 | 365 | 0.07% | 0.07% | 1076 | +579 | 3.96% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 15,184 | 365 | 0.02% | 0.02% | 1077 | +462 | 3.14% | Q4 2025 | Jan 26, 2026 |
| Essex Bank | History | No change | 15,201 | 365 | 0.08% | 0.08% | 1075 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| One Wealth Map LLC | History | New | 14,209 | 363 | 0.18% | — | 1078 | +14,209 | New | Q4 2025 | Feb 04, 2026 |
| Spire Wealth Management | History | Added to | 15,127 | 363 | 0.01% | 0.01% | 1079 | +4,183 | 38.22% | Q4 2025 | Jan 14, 2026 |
| NewSquare Capital LLC | History | Reduced | 15,074 | 362 | 0.03% | 0.03% | 1080 | -1,072 | -6.64% | Q4 2025 | Feb 17, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 15,085 | 362 | 0.24% | 0.26% | 1081 | -404 | -2.61% | Q4 2025 | Feb 10, 2026 |
| Cassilly Financial Group LLC | History | New | 14,938 | 359 | 0.32% | — | 1084 | +14,938 | New | Q4 2025 | Jan 15, 2026 |
| Lutz Financial Services LLC | History | No change | 14,938 | 359 | 0.02% | 0.03% | 1082 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 14,444 | 359 | 0.08% | 0.08% | 1083 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Requisite Capital Management, LLC | History | New | 14,931 | 358 | 0.07% | — | 1085 | +14,931 | New | Q4 2025 | Feb 05, 2026 |
| Manske Wealth Management | History | No change | 14,901 | 358 | 0.11% | 0.11% | 1086 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JDM Financial Group LLC | History | Added to | 14,837 | 356 | 0.14% | 0.14% | 1087 | +412 | 2.86% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 14,796 | 355 | 0.04% | 0.04% | 1089 | -466 | -3.05% | Q4 2025 | Feb 13, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 14,805 | 355 | 0.08% | 0.08% | 1088 | +323 | 2.23% | Q4 2025 | Jan 28, 2026 |
| Peak Asset Management, LLC | History | Added to | 14,731 | 354 | 0.06% | 0.04% | 1090 | +4,697 | 46.81% | Q4 2025 | Feb 05, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 14,747 | 354 | 0.13% | 0.13% | 1091 | -160 | -1.07% | Q4 2025 | Jan 28, 2026 |
| Pegasus Asset Management, Inc. | History | New | 14,670 | 352 | 0.11% | — | 1092 | +14,670 | New | Q4 2025 | Feb 02, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 14,665 | 352 | 0.14% | 0.15% | 1093 | -26 | -0.18% | Q4 2025 | Jan 22, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 14,628 | 351 | 0.0% | 0.0% | 1094 | -1,238 | -7.8% | Q4 2025 | Feb 06, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 14,056 | 351 | 0.18% | 0.17% | 1095 | +1,064 | 8.19% | Q4 2025 | Jan 29, 2026 |
| SPWM Advisors LLC | History | New | 14,591 | 350 | 0.33% | — | 1096 | +14,591 | New | Q4 2025 | Feb 17, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 14,459 | 348 | 0.01% | 0.01% | 1097 | -2,569 | -15.09% | Q4 2025 | Feb 06, 2026 |
| Cottage Street Advisors LLC | History | New | 14,401 | 346 | 0.15% | — | 1098 | +14,401 | New | Q4 2025 | Jan 26, 2026 |
| FULTON BANK, N.A. | History | New | 14,386 | 345 | 0.01% | — | 1099 | +14,386 | New | Q4 2025 | Jan 08, 2026 |
| Rothschild Wealth LLC | History | New | 14,352 | 345 | 0.03% | — | 1100 | +14,352 | New | Q4 2025 | Feb 17, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 12,966 | 345 | 0.08% | 0.08% | 1101 | +146 | 1.14% | Q4 2025 | Feb 24, 2026 |
| PCM Encore, LLC | History | New | 14,321 | 344 | 0.07% | — | 1103 | +14,321 | New | Q4 2025 | Feb 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 14,326 | 344 | 0.06% | 0.06% | 1102 | +394 | 2.83% | Q4 2025 | Jan 30, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 14,206 | 341 | 0.02% | 0.02% | 1104 | +90 | 0.64% | Q4 2025 | Jan 12, 2026 |
| Ignite Planners, LLC | History | Added to | 13,419 | 341 | 0.05% | 0.05% | 1105 | +77 | 0.58% | Q4 2025 | Feb 06, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | New | 14,158 | 340 | 0.28% | — | 1106 | +14,158 | New | Q4 2025 | Feb 02, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 14,040 | 337 | 0.0% | 0.0% | 1107 | -1,766 | -11.17% | Q4 2025 | Jan 29, 2026 |
| KLCM Advisors, Inc. | History | New | 14,002 | 336 | 0.03% | — | 1108 | +14,002 | New | Q4 2025 | Feb 04, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 13,936 | 335 | 0.03% | 0.03% | 1109 | -1,362 | -8.9% | Q4 2025 | Jan 13, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 13,927 | 334 | 0.23% | 0.22% | 1110 | +1,475 | 11.85% | Q4 2025 | Feb 05, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | No change | 13,800 | 331 | 0.02% | 0.02% | 1111 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HARTLINE INVESTMENT CORP/ | History | Added to | 13,745 | 330 | 0.04% | 0.03% | 1112 | +1,231 | 9.84% | Q4 2025 | Feb 09, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 13,737 | 330 | 0.05% | 0.06% | 1113 | -1,047 | -7.08% | Q4 2025 | Jan 14, 2026 |
| Eagle Strategies LLC | History | New | 13,689 | 329 | 0.04% | — | 1115 | +13,689 | New | Q4 2025 | Jan 23, 2026 |
| Fiduciary Group, LLC | History | Reduced | 13,706 | 329 | 0.03% | 0.03% | 1114 | -333 | -2.37% | Q4 2025 | Feb 12, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 13,624 | 327 | 0.27% | — | 1117 | +13,624 | New | Q4 2025 | Mar 03, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 13,616 | 327 | 0.01% | 0.01% | 1116 | +1,085 | 8.66% | Q4 2025 | Feb 04, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 13,592 | 326 | 0.09% | 0.11% | 1120 | -3,103 | -18.59% | Q4 2025 | Feb 09, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 13,584 | 326 | 0.06% | 0.06% | 1119 | +389 | 2.95% | Q4 2025 | Mar 05, 2026 |
| NICOLET BANKSHARES INC | History | No change | 13,576 | 326 | 0.05% | 0.05% | 1118 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Added to | 13,468 | 324 | 0.06% | 0.06% | 1121 | +493 | 3.8% | Q4 2025 | Feb 09, 2026 |
| Farnam Financial LLC | History | Added to | 13,430 | 322 | 0.24% | 0.23% | 1123 | +415 | 3.19% | Q4 2025 | Jan 26, 2026 |
| Jacobi Capital Management LLC | History | No change | 13,416 | 322 | 0.02% | 0.02% | 1122 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Heritage Family Offices, LLP | History | New | 13,363 | 321 | 0.15% | — | 1126 | +13,363 | New | Q4 2025 | Jan 12, 2026 |
| Indie Asset Partners, LLC | History | Added to | 13,367 | 321 | 0.36% | 0.27% | 1125 | +4,584 | 52.19% | Q4 2025 | Feb 03, 2026 |
| Prospera Financial Services Inc | History | Reduced | 13,351 | 321 | 0.01% | 0.01% | 1124 | -1,756 | -11.62% | Q4 2025 | Feb 09, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 13,394 | 321 | 0.22% | 0.22% | 1127 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 13,313 | 320 | 0.04% | 0.04% | 1128 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Shearwater Capital LLC | History | No change | 13,328 | 320 | 0.18% | 0.18% | 1129 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Pacific Point Advisors, LLC | History | No change | 13,303 | 319 | 0.17% | 0.18% | 1130 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 13,221 | 317 | 0.12% | 0.12% | 1132 | +367 | 2.86% | Q4 2025 | Feb 09, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 13,203 | 317 | 0.09% | 0.05% | 1131 | -291 | -2.16% | Q4 2025 | Jan 27, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 13,174 | 316 | 0.09% | 0.09% | 1133 | +365 | 2.85% | Q4 2025 | Feb 09, 2026 |
| IRON Financial LLC | History | Added to | 13,085 | 314 | 0.14% | 0.15% | 1134 | +15 | 0.11% | Q4 2025 | Jan 22, 2026 |
| Equita Financial Network, Inc. | History | Added to | 13,014 | 312 | 0.09% | 0.08% | 1135 | +3,057 | 30.7% | Q4 2025 | Jan 29, 2026 |
| BOS Asset Management, LLC | History | No change | 12,936 | 310 | 0.08% | 0.08% | 1136 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Mirador Capital Partners LP | History | Added to | 12,858 | 309 | 0.04% | 0.03% | 1137 | +3,214 | 33.33% | Q4 2025 | Jan 14, 2026 |
| WealthCollab, LLC | History | Added to | 12,849 | 308 | 0.13% | 0.04% | 1138 | +9,527 | 286.79% | Q4 2025 | Jan 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 12,692 | 305 | 0.04% | 0.03% | 1139 | +115 | 0.91% | Q4 2025 | Feb 13, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 12,718 | 305 | 0.11% | 0.11% | 1140 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| LJI Wealth Management, LLC | History | No change | 12,660 | 304 | 0.05% | 0.05% | 1141 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Vernal Point Advisors, LLC | History | No change | 12,620 | 303 | 0.12% | 0.13% | 1142 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Directional Asset Management | History | New | 12,600 | 302 | 0.26% | — | 1144 | +12,600 | New | Q4 2025 | Jan 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 12,576 | 302 | 0.04% | — | 1143 | +12,576 | New | Q4 2025 | Jan 27, 2026 |
| Ahara Advisors LLC | History | New | 12,565 | 302 | 0.27% | — | 1145 | +12,565 | New | Q4 2025 | Apr 02, 2026 |
| JB Capital LLC | History | Added to | 12,512 | 300 | 0.01% | 0.01% | 1146 | +37 | 0.3% | Q4 2025 | Jan 20, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 12,459 | 299 | 0.07% | 0.07% | 1147 | +230 | 1.88% | Q4 2025 | Jan 12, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 12,408 | 298 | 0.05% | 0.08% | 1148 | -9,471 | -43.29% | Q4 2025 | Jan 12, 2026 |
| Busey Bank | History | Reduced | 12,390 | 297 | 0.01% | 0.01% | 1149 | -3,789 | -23.42% | Q4 2025 | Jan 27, 2026 |
| Presidio Capital Management, LLC | History | New | 12,349 | 296 | 0.09% | — | 1152 | +12,349 | New | Q4 2025 | Jan 15, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 11,646 | 296 | 0.06% | 0.06% | 1150 | -722 | -5.84% | Q4 2025 | Jan 27, 2026 |
| RBA Wealth Management, LLC | History | Added to | 12,339 | 296 | 0.1% | 0.1% | 1151 | +451 | 3.79% | Q4 2025 | Jan 26, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 12,275 | 295 | 0.02% | 0.02% | 1153 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 12,270 | 294 | 0.26% | — | 1154 | +12,270 | New | Q4 2025 | Feb 05, 2026 |
| Balboa Wealth Partners | History | New | 12,113 | 291 | 0.05% | — | 1155 | +12,113 | New | Q4 2025 | Jan 16, 2026 |
| Burton Enright Welch | History | Reduced | 12,143 | 291 | 0.04% | 0.05% | 1157 | -2,313 | -16.0% | Q4 2025 | Feb 13, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 12,132 | 291 | 0.16% | 0.16% | 1156 | +273 | 2.3% | Q4 2025 | Feb 05, 2026 |
| Smith Salley Wealth Management | History | Reduced | 12,070 | 290 | 0.01% | 0.02% | 1158 | -1,437 | -10.64% | Q4 2025 | Jan 27, 2026 |
| Northstar Group, Inc. | History | No change | 12,068 | 290 | 0.04% | 0.04% | 1159 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 12,004 | 288 | 0.01% | — | 1160 | +12,003 | 1200300.0% | Q4 2025 | Feb 05, 2026 |
| Human Investing LLC | History | New | 11,954 | 287 | 0.04% | — | 1161 | +11,954 | New | Q4 2025 | Jan 27, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 10,777 | 285 | 0.28% | — | 1163 | +10,777 | New | Q4 2025 | Feb 17, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 11,858 | 285 | 0.01% | 0.01% | 1162 | +944 | 8.65% | Q4 2025 | Jan 15, 2026 |
| Advance Capital Management, Inc. | History | Added to | 11,854 | 284 | 0.01% | 0.01% | 1164 | +319 | 2.77% | Q4 2025 | Jan 06, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 11,785 | 283 | 0.07% | 0.07% | 1165 | -399 | -3.27% | Q4 2025 | Jan 29, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 11,611 | 279 | 0.04% | 0.04% | 1166 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 11,850 | 278 | 0.1% | 0.11% | 1167 | +398 | 3.48% | Q4 2025 | Jan 13, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 11,579 | 278 | 0.12% | 0.12% | 1168 | +120 | 1.05% | Q4 2025 | Jan 26, 2026 |
| Evolution Advisers, Inc. | History | Added to | 11,562 | 277 | 0.12% | 0.11% | 1169 | +815 | 7.58% | Q4 2025 | Jan 23, 2026 |
| IronBridge Private Wealth, LLC | History | No change | 11,870 | 276 | 0.09% | 0.09% | 1170 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Paragon Capital Management Ltd | History | No change | 11,479 | 275 | 0.05% | 0.05% | 1171 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Aquire Wealth Advisors, LLC | History | New | 11,413 | 274 | 0.07% | — | 1172 | +11,413 | New | Q4 2025 | Jan 07, 2026 |
| Pandora Wealth, Inc. | History | No change | 11,400 | 274 | 0.17% | 0.16% | 1173 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 11,292 | 273 | 0.0% | 0.0% | 1174 | +2,010 | 21.65% | Q4 2025 | Feb 03, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 11,361 | 273 | 0.02% | 0.02% | 1175 | +314 | 2.84% | Q4 2025 | Jan 16, 2026 |
| Trek Financial, LLC | History | New | 11,318 | 272 | 0.02% | — | 1176 | +11,318 | New | Q4 2025 | Feb 04, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 11,349 | 272 | 0.14% | 0.14% | 1177 | +262 | 2.36% | Q4 2025 | Jan 08, 2026 |
| Quotient Wealth Partners, LLC | History | New | 11,265 | 270 | 0.01% | — | 1178 | +11,265 | New | Q4 2025 | Jan 22, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 11,259 | 270 | 0.21% | 0.21% | 1179 | +100 | 0.9% | Q4 2025 | Jan 23, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 11,161 | 268 | 0.04% | 0.06% | 1181 | -6,738 | -37.64% | Q4 2025 | Jan 09, 2026 |
| FCA CORP /TX | History | Added to | 11,171 | 268 | 0.08% | 0.07% | 1180 | +2 | 0.02% | Q4 2025 | Feb 11, 2026 |
| Marathon Strategic Advisors, LLC | History | No change | 11,105 | 266 | 0.2% | 0.21% | 1182 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 11,038 | 265 | 0.01% | 0.01% | 1183 | -1,341 | -10.83% | Q4 2025 | Jan 23, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 10,960 | 263 | 0.1% | 0.13% | 1184 | -3,216 | -22.69% | Q4 2025 | Feb 03, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 10,908 | 263 | 0.09% | 0.11% | 1185 | -334 | -2.97% | Q4 2025 | Feb 11, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 10,925 | 262 | 0.01% | 0.01% | 1186 | +129 | 1.19% | Q4 2025 | Jan 29, 2026 |
| Quent Capital, LLC | History | Added to | 10,862 | 261 | 0.02% | 0.02% | 1187 | +311 | 2.95% | Q4 2025 | Jan 29, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | New | 10,834 | 260 | 0.18% | — | 1189 | +10,834 | New | Q4 2025 | Jan 20, 2026 |
| Kilner Capital Advisors, LLC | History | New | 10,832 | 260 | 0.25% | — | 1191 | +10,832 | New | Q4 2025 | Feb 11, 2026 |
| Parsonex Advisory Services, Inc. | History | Reduced | 10,832 | 260 | 0.17% | 0.17% | 1190 | -154 | -1.4% | Q4 2025 | Feb 12, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 10,822 | 260 | 0.06% | 0.06% | 1188 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ATLas Financial Planning LLC | History | New | 10,805 | 259 | 0.25% | — | 1193 | +10,805 | New | Q4 2025 | Feb 17, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 10,791 | 259 | 0.07% | 0.06% | 1192 | +2,050 | 23.45% | Q4 2025 | Jan 26, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 10,752 | 258 | 0.07% | — | 1196 | +10,752 | New | Q4 2025 | Feb 10, 2026 |
| Waterloo Capital, L.P. | History | Added to | 10,768 | 258 | 0.02% | 0.02% | 1195 | +2 | 0.02% | Q4 2025 | Feb 10, 2026 |
| Radnor Capital Management, LLC | History | No change | 10,768 | 258 | 0.04% | 0.04% | 1194 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 10,720 | 257 | 0.01% | 0.01% | 1197 | +786 | 7.91% | Q4 2025 | Feb 09, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 10,680 | 256 | 0.08% | 0.06% | 1200 | +2,459 | 29.91% | Q4 2025 | Feb 06, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 10,682 | 256 | 0.05% | 0.05% | 1198 | -812 | -7.06% | Q4 2025 | Feb 12, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 10,657 | 256 | 0.05% | 0.05% | 1199 | +296 | 2.86% | Q4 2025 | Jan 23, 2026 |
| Summit Investment Advisory Services, LLC | History | New | 10,643 | 255 | 0.1% | — | 1201 | +10,643 | New | Q4 2025 | Feb 04, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 10,596 | 254 | 0.01% | 0.01% | 1204 | -1,376 | -11.49% | Q4 2025 | Jan 26, 2026 |
| First Pacific Financial | History | Reduced | 10,566 | 254 | 0.03% | 0.04% | 1205 | -342 | -3.14% | Q4 2025 | Jan 16, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 10,591 | 254 | 0.01% | 0.01% | 1202 | +165 | 1.58% | Q4 2025 | Feb 11, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 10,602 | 254 | 0.09% | 0.09% | 1203 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 10,558 | 253 | 0.05% | 0.06% | 1206 | -837 | -7.35% | Q4 2025 | Jan 23, 2026 |
| Everest Management Corp. | History | No change | 10,550 | 253 | 0.14% | 0.16% | 1207 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Strategic Equity Management | History | Reduced | 10,483 | 252 | 0.09% | 0.1% | 1208 | -1,291 | -10.96% | Q4 2025 | Feb 09, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 10,471 | 251 | 0.13% | 0.13% | 1210 | +102 | 0.98% | Q4 2025 | Feb 11, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 10,451 | 251 | 0.04% | 0.04% | 1209 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Vantus Wealth LLC | History | New | 10,362 | 249 | 0.18% | — | 1214 | +10,362 | New | Q4 2025 | Feb 10, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 10,372 | 249 | 0.04% | 0.03% | 1213 | +1,446 | 16.2% | Q4 2025 | Jan 23, 2026 |
| Security National Bank | History | No change | 10,399 | 249 | 0.04% | 0.04% | 1211 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 10,395 | 249 | 0.07% | 0.07% | 1212 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | New | 10,351 | 248 | 0.01% | — | 1215 | +10,351 | New | Q4 2025 | Jan 22, 2026 |
| Western Reserve Capital Management, LLC | History | New | 10,262 | 246 | 0.23% | — | 1219 | +10,262 | New | Q4 2025 | Feb 10, 2026 |
| Sequent Planning LLC | History | New | 10,261 | 246 | 0.06% | — | 1217 | +10,261 | New | Q4 2025 | Feb 05, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 10,254 | 246 | 0.02% | 0.02% | 1216 | -1,592 | -13.44% | Q4 2025 | Jan 20, 2026 |
| Wood Tarver Financial Group, LLC | History | No change | 10,264 | 246 | 0.07% | 0.07% | 1218 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 10,206 | 245 | 0.01% | 0.01% | 1221 | -1,166 | -10.25% | Q4 2025 | Feb 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 10,207 | 245 | 0.02% | 0.02% | 1220 | -457 | -4.29% | Q4 2025 | Jan 27, 2026 |
| Xena Financial Planning, LLC | History | New | 10,153 | 244 | 0.29% | — | 1226 | +10,153 | New | Q4 2025 | Jan 15, 2026 |
| Addison Advisors LLC | History | Added to | 10,150 | 244 | 0.05% | 0.0% | 1223 | +9,752 | 2450.25% | Q4 2025 | Feb 06, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 9,746 | 244 | 0.01% | 0.01% | 1225 | +486 | 5.25% | Q4 2025 | Jan 23, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 10,167 | 244 | 0.11% | 0.1% | 1224 | +265 | 2.68% | Q4 2025 | Jan 07, 2026 |
| Bellwether Advisors, LLC | History | No change | 10,150 | 244 | 0.04% | 0.04% | 1222 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 10,136 | 243 | 0.04% | 0.05% | 1228 | -527 | -4.94% | Q4 2025 | Jan 12, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 10,143 | 243 | 0.2% | 0.19% | 1229 | +281 | 2.85% | Q4 2025 | Jan 20, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 10,115 | 243 | 0.03% | 0.04% | 1227 | -156 | -1.52% | Q4 2025 | Jan 14, 2026 |
| Ruggiero Investments, Inc. | History | New | 10,092 | 242 | 0.22% | — | 1232 | +10,092 | New | Q4 2025 | Feb 12, 2026 |
| Columbia Asset Management | History | New | 10,073 | 242 | 0.04% | — | 1230 | +10,073 | New | Q4 2025 | Jan 28, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 10,072 | 242 | 0.04% | 0.04% | 1231 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Impact Partnership Wealth, LLC | History | New | 10,029 | 241 | 0.03% | — | 1235 | +10,029 | New | Q4 2025 | Feb 10, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 10,061 | 241 | 0.05% | 0.1% | 1234 | -8,733 | -46.47% | Q4 2025 | Jan 26, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 10,036 | 241 | 0.01% | 0.01% | 1233 | +127 | 1.28% | Q4 2025 | Jan 30, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 10,000 | 240 | 0.06% | 0.06% | 1236 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | New | 9,861 | 237 | 0.02% | — | 1237 | +9,861 | New | Q4 2025 | Jan 16, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 9,841 | 236 | 0.03% | 0.04% | 1238 | -2,197 | -18.25% | Q4 2025 | Feb 06, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 9,763 | 234 | 0.01% | 0.01% | 1239 | -4,353 | -30.84% | Q4 2025 | Feb 10, 2026 |
| Raub Brock Capital Management LP | History | Added to | 9,736 | 234 | 0.05% | 0.05% | 1240 | +270 | 2.85% | Q4 2025 | Jan 15, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 9,756 | 234 | 0.02% | 0.02% | 1241 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 9,667 | 232 | 0.01% | 0.01% | 1242 | -681 | -6.58% | Q4 2025 | Feb 17, 2026 |
| Forza Wealth Management, LLC | History | No change | 9,634 | 231 | 0.08% | 0.09% | 1243 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Reduced | 9,593 | 230 | 0.11% | 0.12% | 1245 | -1 | -0.01% | Q4 2025 | Jan 30, 2026 |
| Main Street Research LLC | History | No change | 9,606 | 230 | 0.01% | 0.01% | 1244 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Caerus Investment Advisors, LLC | History | New | 9,558 | 229 | 0.07% | — | 1247 | +9,558 | New | Q4 2025 | Feb 12, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 9,556 | 229 | 0.01% | 0.01% | 1246 | -730 | -7.1% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 9,489 | 228 | 0.01% | 0.01% | 1248 | +2,625 | 38.24% | Q4 2025 | Feb 10, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 9,490 | 228 | 0.0% | 0.0% | 1249 | -250 | -2.57% | Q4 2025 | Jan 26, 2026 |
| Strategic Financial Services, Inc. | History | No change | 8,722 | 226 | 0.01% | 0.01% | 1250 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 9,382 | 225 | 0.01% | 0.01% | 1251 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 9,332 | 224 | 0.04% | — | 1252 | +9,332 | New | Q4 2025 | Feb 06, 2026 |
| Maridea Wealth Management LLC | History | Added to | 9,329 | 224 | 0.03% | 0.03% | 1253 | +17 | 0.18% | Q4 2025 | Jan 08, 2026 |
| Sage Capital Management, LLC | History | No change | 9,300 | 223 | 0.1% | 0.1% | 1254 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Platform Technology Partners | History | No change | 9,237 | 222 | 0.05% | 0.05% | 1255 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 9,217 | 221 | 0.04% | 0.04% | 1257 | +98 | 1.07% | Q4 2025 | Feb 03, 2026 |
| Stephenson & Company, Inc. | History | No change | 9,207 | 221 | 0.12% | 0.12% | 1256 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Briggs Wealth Management, Inc | History | New | 9,115 | 219 | 0.24% | — | 1261 | +9,115 | New | Q4 2025 | Feb 19, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 9,121 | 219 | 0.12% | 0.12% | 1259 | -2,371 | -20.63% | Q4 2025 | Feb 17, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 9,146 | 219 | 0.02% | 0.02% | 1258 | +147 | 1.63% | Q4 2025 | Jan 20, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 9,138 | 219 | 0.03% | 0.03% | 1260 | +32 | 0.35% | Q4 2025 | Jan 27, 2026 |
| Worth Asset Management, LLC | History | Reduced | 9,079 | 218 | 0.09% | 0.21% | 1263 | -11,425 | -55.72% | Q4 2025 | Jan 14, 2026 |
| Lavaca Capital LLC | History | No change | 9,087 | 218 | 0.04% | 0.04% | 1262 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fortune Financial Group, Inc. | History | New | 8,705 | 217 | 0.21% | — | 1265 | +8,705 | New | Q4 2025 | Feb 11, 2026 |
| Vawter Financial, Ltd. | History | No change | 9,033 | 217 | 0.09% | 0.1% | 1264 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 9,001 | 216 | 0.03% | 0.03% | 1266 | -287 | -3.09% | Q4 2025 | Feb 09, 2026 |
| DAHRING {-} CUSMANO LLC | History | Added to | 9,002 | 216 | 0.15% | 0.15% | 1268 | +243 | 2.77% | Q4 2025 | Feb 05, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 9,022 | 216 | 0.05% | 0.05% | 1267 | +56 | 0.62% | Q4 2025 | Jan 08, 2026 |
| Austin Private Wealth, LLC | History | No change | 8,968 | 215 | 0.02% | 0.02% | 1269 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CAPITAL CITY TRUST CO/FL | History | New | 8,846 | 212 | 0.05% | — | 1271 | +8,846 | New | Q4 2025 | Feb 03, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | New | 8,825 | 212 | 0.09% | — | 1272 | +8,825 | New | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 8,839 | 212 | 0.0% | 0.0% | 1270 | -916 | -9.39% | Q4 2025 | Feb 05, 2026 |
| Empirical Asset Management, LLC | History | New | 8,805 | 211 | 0.06% | — | 1273 | +8,805 | New | Q4 2025 | Feb 06, 2026 |
| Woodside Wealth Management LLC | History | Added to | 8,810 | 211 | 0.16% | 0.16% | 1274 | +80 | 0.92% | Q4 2025 | Jan 30, 2026 |
| Northwest Capital Management Inc | History | Reduced | 8,748 | 210 | 0.91% | 1.34% | 1275 | -46,106 | -84.05% | Q4 2025 | Jan 26, 2026 |
| FLP Wealth Management, LLC | History | New | 1,274 | 210 | 0.5% | — | 1277 | +1,274 | New | Q4 2025 | Jan 20, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 8,742 | 210 | 0.02% | 0.02% | 1276 | -780 | -8.19% | Q4 2025 | Jan 12, 2026 |
| GatePass Capital, LLC | History | New | 8,658 | 208 | 0.11% | — | 1279 | +8,658 | New | Q4 2025 | Feb 09, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | No change | 8,666 | 208 | 0.08% | 0.07% | 1278 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Reduced | 8,617 | 207 | 0.02% | 0.02% | 1280 | -239 | -2.7% | Q4 2025 | Jan 14, 2026 |
| Bernardo Wealth Planning LLC | History | New | 8,604 | 206 | 0.04% | — | 1282 | +8,604 | New | Q4 2025 | Jan 26, 2026 |
| MKD WEALTH COACHES, LLC | History | New | 8,590 | 206 | 0.21% | — | 1281 | +8,590 | New | Q4 2025 | Jan 12, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | New | 8,491 | 206 | 0.03% | — | 1283 | +8,491 | New | Q4 2025 | Jan 08, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 8,593 | 206 | 0.14% | 0.15% | 1284 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | New | 8,567 | 205 | 0.01% | — | 1285 | +8,567 | New | Q4 2025 | Jan 21, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 8,542 | 205 | 0.02% | — | 1286 | +8,542 | New | Q4 2025 | Feb 18, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | New | 8,539 | 205 | 0.14% | — | 1290 | +8,539 | New | Q4 2025 | Jan 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 8,547 | 205 | 0.03% | 0.02% | 1289 | +2,543 | 42.36% | Q4 2025 | Feb 10, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 8,545 | 205 | 0.01% | 0.02% | 1287 | -52 | -0.6% | Q4 2025 | Feb 11, 2026 |
| TFC Financial Management, Inc. | History | Added to | 8,548 | 205 | 0.03% | 0.03% | 1288 | +46 | 0.54% | Q4 2025 | Jan 23, 2026 |
| Asset Advisory Group, Inc. | History | New | 8,522 | 204 | 0.1% | — | 1294 | +8,522 | New | Q4 2025 | Feb 12, 2026 |
| MOKAN Wealth Management Inc. | History | New | 8,521 | 204 | 0.09% | — | 1293 | +8,521 | New | Q4 2025 | Jan 26, 2026 |
| Ellevest, Inc. | History | New | 8,517 | 204 | 0.03% | — | 1291 | +8,517 | New | Q4 2025 | Feb 10, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 8,491 | 204 | 0.01% | 0.02% | 1292 | -5,344 | -38.63% | Q4 2025 | Jan 07, 2026 |
| Rock Point Advisors, LLC | History | New | 8,464 | 203 | 0.05% | — | 1295 | +8,464 | New | Q4 2025 | Feb 04, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | New | 8,459 | 203 | 0.19% | — | 1298 | +8,459 | New | Q4 2025 | Feb 05, 2026 |
| Ares Financial Consulting, LLC | History | New | 8,456 | 203 | 0.19% | — | 1297 | +8,456 | New | Q4 2025 | Jan 30, 2026 |
| Urban Financial Advisory Corp | History | No change | 8,482 | 203 | 0.08% | 0.09% | 1296 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | New | 8,412 | 202 | 0.06% | — | 1301 | +8,412 | New | Q4 2025 | Feb 10, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | New | 8,409 | 202 | 0.05% | — | 1299 | +8,409 | New | Q4 2025 | Feb 04, 2026 |
| Cadence Wealth Management LLC | History | New | 8,404 | 202 | 0.1% | — | 1300 | +8,404 | New | Q4 2025 | Feb 06, 2026 |
| ARS Wealth Advisors Group, LLC | History | New | 8,397 | 201 | 0.02% | — | 1302 | +8,397 | New | Q4 2025 | Jan 12, 2026 |
| Leading Edge Financial Planning LLC | History | New | 8,387 | 201 | 0.05% | — | 1303 | +8,387 | New | Q4 2025 | Jan 21, 2026 |
| Interchange Capital Partners, LLC | History | New | 8,353 | 200 | 0.04% | — | 1305 | +8,353 | New | Q4 2025 | Jan 30, 2026 |
| Tyche Wealth Partners LLC | History | New | 8,340 | 200 | 0.03% | — | 1307 | +8,340 | New | Q4 2025 | Jan 23, 2026 |
| Traveka Wealth, LLC | History | New | 8,340 | 200 | 0.08% | — | 1309 | +8,340 | New | Q4 2025 | Jan 08, 2026 |
| AIMZ Investment Advisors, LLC | History | New | 8,330 | 200 | 0.06% | — | 1304 | +8,330 | New | Q4 2025 | Feb 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 7,625 | 200 | 0.06% | — | 1308 | +7,625 | New | Q4 2025 | Feb 10, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 8,335 | 200 | 0.06% | 0.06% | 1306 | -425 | -4.85% | Q4 2025 | Feb 09, 2026 |
| Kingdom Financial Group LLC. | History | New | 8,304 | 199 | 0.06% | — | 1310 | +8,304 | New | Q4 2025 | Feb 06, 2026 |
| TD Capital Management LLC | History | Added to | 7,742 | 186 | 0.02% | 0.01% | 1311 | +3,507 | 82.81% | Q4 2025 | Feb 26, 2026 |
| Clayton Financial Group LLC | History | New | 7,670 | 184 | 0.09% | — | 1312 | +7,670 | New | Q4 2025 | Jan 21, 2026 |
| Blue Trust, Inc. | History | Reduced | 7,604 | 182 | 0.0% | 0.0% | 1313 | -3,589 | -32.06% | Q4 2025 | Jan 16, 2026 |
| Quantum Capital Management, LLC / NJ | History | Added to | 7,076 | 170 | 0.02% | 0.02% | 1315 | +66 | 0.94% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 7,084 | 170 | 0.01% | 0.01% | 1314 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Grove Bank & Trust | History | No change | 6,717 | 161 | 0.02% | 0.02% | 1316 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 6,660 | 160 | 0.05% | 0.05% | 1317 | +101 | 1.54% | Q4 2025 | Feb 11, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 6,532 | 157 | 0.04% | 0.04% | 1318 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Noble Wealth Management PBC | History | Added to | 6,405 | 153 | 0.08% | 0.08% | 1319 | +3 | 0.05% | Q4 2025 | Jan 05, 2026 |
| WFA of San Diego, LLC | History | No change | 6,202 | 149 | 0.11% | 0.1% | 1320 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Key Capital Management, INC | History | New | 6,169 | 148 | 0.15% | — | 1321 | +6,169 | New | Q4 2025 | Jan 26, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 6,120 | 147 | 0.21% | 0.24% | 1322 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 5,922 | 142 | 0.06% | 0.06% | 1323 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SouthState Bank Corp | History | Reduced | 5,746 | 138 | 0.01% | 0.01% | 1324 | -539 | -8.58% | Q4 2025 | Feb 11, 2026 |
| Smithfield Trust Co | History | Added to | 5,707 | 138 | 0.01% | 0.01% | 1325 | +325 | 6.04% | Q4 2025 | Feb 09, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 5,704 | 137 | 0.01% | 0.01% | 1326 | +1,158 | 25.47% | Q4 2025 | Jan 26, 2026 |
| Colonial Trust Co / SC | History | No change | 5,700 | 137 | 0.02% | 0.02% | 1327 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 5,441 | 130 | 0.04% | 0.04% | 1328 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | New | 5,364 | 128 | 0.02% | — | 1329 | +5,364 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 5,296 | 127 | 0.04% | 0.04% | 1330 | +30 | 0.57% | Q4 2025 | Jan 22, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 5,048 | 126 | 0.01% | 0.02% | 1331 | -13,156 | -72.27% | Q4 2025 | Jan 21, 2026 |
| Planning Project LLC | History | New | 5,249 | 126 | 0.03% | — | 1332 | +5,249 | New | Q4 2025 | Feb 12, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 5,236 | 125 | 0.02% | 0.02% | 1333 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Glassman Wealth Services | History | Reduced | 5,161 | 124 | 0.02% | 0.02% | 1334 | -420 | -7.53% | Q4 2025 | Jan 28, 2026 |
| GAMMA Investing LLC | History | Added to | 5,129 | 123 | 0.01% | 0.0% | 1335 | +2,827 | 122.81% | Q4 2025 | Jan 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,881 | 117 | 0.0% | 0.0% | 1336 | +1,138 | 30.4% | Q4 2025 | Feb 09, 2026 |
| REAP Financial Group, LLC | History | Added to | 4,867 | 116 | 0.02% | 0.02% | 1337 | +1,097 | 29.1% | Q4 2025 | Feb 10, 2026 |
| Activest Wealth Management | History | New | 4,799 | 115 | 0.02% | — | 1339 | +4,799 | New | Q4 2025 | Jan 30, 2026 |
| Richardson Capital Management LLC | History | Reduced | 4,804 | 115 | 0.06% | 0.06% | 1338 | -261 | -5.15% | Q4 2025 | Jan 30, 2026 |
| Fairman Group, LLC | History | Added to | 4,750 | 114 | 0.09% | 0.09% | 1341 | +132 | 2.86% | Q4 2025 | Feb 13, 2026 |
| HOEY INVESTMENTS, INC | History | Added to | 4,751 | 114 | 0.02% | 0.01% | 1340 | +80 | 1.71% | Q4 2025 | Jan 28, 2026 |
| Integrity Financial Corp /WA | History | No change | 4,662 | 112 | 0.06% | 0.05% | 1342 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lodestone Wealth Management LLC | History | New | 4,579 | 110 | 0.04% | — | 1345 | +4,579 | New | Q4 2025 | Jan 15, 2026 |
| WHITTIER TRUST CO | History | Added to | 4,472 | 110 | 0.0% | 0.0% | 1343 | +4,400 | 6111.11% | Q4 2025 | Jan 26, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 4,587 | 110 | 0.01% | 0.01% | 1344 | +2,076 | 82.68% | Q4 2025 | Feb 10, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 4,299 | 103 | 0.02% | 0.0% | 1347 | +4,090 | 1956.94% | Q4 2025 | Feb 02, 2026 |
| Orion Capital Management LLC | History | No change | 4,298 | 103 | 0.03% | 0.03% | 1346 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NorthAvenue LLC | History | New | 4,221 | 101 | 0.08% | — | 1348 | +4,221 | New | Q4 2025 | Apr 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 4,109 | 99 | 0.0% | 0.0% | 1349 | +606 | 17.3% | Q4 2025 | Feb 09, 2026 |
| Fairway Wealth LLC | History | No change | 4,147 | 99 | 0.03% | 0.03% | 1350 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 4,116 | 98 | 0.01% | 0.0% | 1352 | +2,087 | 102.86% | Q4 2025 | Jan 28, 2026 |
| NWK Group, Inc. | History | No change | 4,098 | 98 | 0.03% | 0.03% | 1351 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Whipplewood Advisors, LLC | History | No change | 4,056 | 97 | 0.06% | 0.06% | 1353 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Avion Wealth | History | No change | 3,920 | 94 | 0.02% | 0.02% | 1354 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 3,812 | 91 | 0.08% | 0.08% | 1356 | -40 | -1.04% | Q4 2025 | Jan 29, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 3,806 | 91 | 0.03% | 0.03% | 1355 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GODSEY & GIBB, INC | History | Added to | 3,747 | 90 | 0.01% | 0.01% | 1357 | +588 | 18.61% | Q4 2025 | Jan 27, 2026 |
| Balentine LLC | History | No change | 3,778 | 90 | 0.0% | 0.0% | 1358 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 3,769 | 90 | 0.01% | 0.01% | 1359 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Tidemark, LLC | History | Added to | 3,741 | 89 | 0.03% | 0.02% | 1360 | +1,493 | 66.41% | Q4 2025 | Feb 10, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,676 | 88 | 0.03% | 0.03% | 1361 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 3,691 | 88 | 0.0% | 0.0% | 1362 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 3,624 | 87 | 0.03% | 0.03% | 1363 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 3,596 | 86 | 0.03% | 0.03% | 1364 | -905 | -20.11% | Q4 2025 | Feb 05, 2026 |
| SHP Wealth Management | History | New | 3,531 | 84 | 0.01% | — | 1366 | +3,531 | New | Q4 2025 | Mar 04, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 3,527 | 84 | 0.07% | 0.07% | 1367 | +235 | 7.14% | Q4 2025 | Jan 26, 2026 |
| Westend Capital Management, LLC | History | No change | 3,512 | 84 | 0.02% | 0.02% | 1365 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 3,466 | 83 | 0.01% | — | 1368 | +3,466 | New | Q4 2025 | Feb 13, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 3,178 | 76 | 0.04% | 0.04% | 1369 | +295 | 10.23% | Q4 2025 | Feb 13, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 3,127 | 75 | 0.03% | 0.02% | 1370 | +1,361 | 77.07% | Q4 2025 | Jan 23, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Reduced | 3,057 | 73 | 0.0% | 0.0% | 1371 | -673 | -18.04% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | New | 3,029 | 72 | 0.01% | — | 1372 | +3,029 | New | Q4 2025 | Jan 20, 2026 |
| Pacific Center for Financial Services | History | No change | 3,100 | 72 | 0.02% | 0.02% | 1373 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Caldwell Trust Co | History | Reduced | 2,922 | 70 | 0.01% | 0.01% | 1374 | -2,922 | -50.0% | Q4 2025 | Jan 30, 2026 |
| Signature Equity Partners, LLC | History | New | 2,839 | 68 | 0.04% | — | 1376 | +2,839 | New | Q4 2025 | Feb 17, 2026 |
| Clark Wealth Partners | History | No change | 2,830 | 68 | 0.04% | 0.04% | 1375 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 2,771 | 66 | 0.02% | 0.02% | 1377 | -134 | -4.61% | Q4 2025 | Jan 15, 2026 |
| PFC CAPITAL GROUP, INC. | History | New | 2,704 | 65 | 0.03% | — | 1379 | +2,704 | New | Q4 2025 | Feb 11, 2026 |
| West Branch Capital LLC | History | No change | 2,706 | 65 | 0.02% | 0.02% | 1378 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bank of New Hampshire | History | New | 2,640 | 63 | 0.01% | — | 1380 | +2,640 | New | Q4 2025 | Mar 16, 2026 |
| Ankerstar Wealth, LLC | History | New | 2,564 | 61 | 0.06% | — | 1381 | +2,564 | New | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 2,443 | 58 | 0.01% | — | 1383 | +2,443 | New | Q4 2025 | Feb 12, 2026 |
| Kilter Group LLC | History | Reduced | 2,422 | 58 | 0.03% | 0.03% | 1384 | -8 | -0.33% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,440 | 58 | 0.0% | 0.0% | 1382 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 2,308 | 55 | 0.01% | 0.01% | 1385 | +5 | 0.22% | Q4 2025 | Feb 13, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 2,186 | 52 | 0.0% | — | 1387 | +2,186 | New | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 2,194 | 52 | 0.0% | 0.0% | 1386 | +294 | 15.47% | Q4 2025 | Feb 13, 2026 |
| MTM Investment Management, LLC | History | No change | 2,192 | 52 | 0.02% | 0.02% | 1388 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 2,096 | 51 | 0.0% | — | 1389 | +2,096 | New | Q4 2025 | Jan 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 2,000 | 50 | 0.07% | 0.07% | 1390 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 1,999 | 48 | 0.0% | 0.0% | 1391 | -270 | -11.9% | Q4 2025 | Jan 23, 2026 |
| Timmons Wealth Management, LLC | History | New | 1,963 | 47 | 0.05% | — | 1394 | +1,963 | New | Q4 2025 | Feb 12, 2026 |
| Caitlin John, LLC | History | No change | 1,967 | 47 | 0.03% | 0.03% | 1392 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| ORG Wealth Partners, LLC | History | No change | 1,964 | 47 | 0.01% | 0.01% | 1393 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 1,943 | 46 | 0.0% | 0.0% | 1395 | +205 | 11.8% | Q4 2025 | Jan 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,930 | 46 | 0.0% | 0.0% | 1396 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BOKF, NA | History | New | 1,862 | 44 | 0.0% | — | 1397 | +1,862 | New | Q4 2025 | Feb 03, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1,846 | 44 | 0.04% | — | 1398 | +1,846 | New | Q4 2025 | Feb 12, 2026 |
| Sunrise Financial Services, LLC | History | New | 1,822 | 43 | 0.03% | — | 1399 | +1,822 | New | Q4 2025 | Feb 11, 2026 |
| TSFG, LLC | History | No change | 1,756 | 42 | 0.01% | 0.01% | 1400 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| RMG Wealth Management LLC | History | Reduced | 1,664 | 41 | 0.01% | 0.03% | 1402 | -8,564 | -83.73% | Q4 2025 | Jan 29, 2026 |
| North Star Investment Management Corp. | History | No change | 1,723 | 41 | 0.0% | 0.0% | 1401 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Osbon Capital Management LLC | History | New | 1,671 | 40 | 0.04% | — | 1404 | +1,671 | New | Q4 2025 | Mar 16, 2026 |
| FIRST HORIZON CORP | History | No change | 1,702 | 40 | 0.0% | 0.0% | 1403 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,649 | 39 | 0.02% | — | 1406 | +1,649 | New | Q4 2025 | Feb 18, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,643 | 39 | 0.01% | 0.01% | 1405 | +196 | 13.55% | Q4 2025 | Jan 28, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,512 | 36 | 0.0% | 0.0% | 1407 | +677 | 81.08% | Q4 2025 | Feb 02, 2026 |
| Investors Research Corp | History | Reduced | 1,458 | 35 | 0.01% | 0.01% | 1408 | -600 | -29.15% | Q4 2025 | Jan 06, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,449 | 34 | 0.0% | 0.0% | 1409 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kozak & Associates, Inc. | History | Added to | 1,340 | 33 | 0.01% | 0.01% | 1410 | +37 | 2.84% | Q4 2025 | Jan 12, 2026 |
| High Note Wealth, LLC | History | No change | 1,348 | 32 | 0.01% | 0.01% | 1411 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,298 | 31 | 0.0% | 0.0% | 1412 | +49 | 3.92% | Q4 2025 | Feb 11, 2026 |
| SYNTAX RESEARCH, INC. | History | Added to | 1,302 | 31 | 0.02% | 0.02% | 1413 | +36 | 2.84% | Q4 2025 | Feb 02, 2026 |
| PFS Partners, LLC | History | No change | 1,320 | 31 | 0.01% | 0.01% | 1414 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,160 | 30 | 0.02% | 0.02% | 1415 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1,239 | 29 | 0.01% | — | 1416 | +1,239 | New | Q4 2025 | Jan 23, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 1,189 | 28 | 0.0% | 0.0% | 1417 | -733 | -38.14% | Q4 2025 | Feb 11, 2026 |
| Financial Freedom, LLC | History | Added to | 1,195 | 28 | 0.01% | 0.01% | 1418 | +26 | 2.22% | Q4 2025 | Feb 17, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 1,174 | 28 | 0.02% | 0.02% | 1419 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CNB Bank | History | New | 1,140 | 27 | 0.01% | — | 1420 | +1,140 | New | Q4 2025 | Feb 11, 2026 |
| Valued Wealth Advisors LLC | History | No change | 1,085 | 26 | 0.01% | 0.01% | 1421 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 1,053 | 25 | 0.02% | — | 1422 | +1,053 | New | Q4 2025 | Feb 11, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,024 | 24 | 0.02% | 0.02% | 1423 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 966 | 23 | 0.02% | 0.06% | 1425 | -2,392 | -71.23% | Q4 2025 | Jan 08, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 974 | 23 | 0.01% | 0.01% | 1424 | -592 | -37.8% | Q4 2025 | Feb 10, 2026 |
| Cheviot Value Management, LLC | History | No change | 876 | 22 | 0.0% | 0.0% | 1426 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SJS Investment Consulting Inc. | History | No change | 908 | 21 | 0.0% | 0.0% | 1427 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ORG Partners LLC | History | No change | 852 | 20 | 0.0% | 0.0% | 1428 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| EASTERN BANK | History | New | 810 | 19 | 0.0% | — | 1429 | +810 | New | Q4 2025 | Jan 14, 2026 |
| IMG Wealth Management, Inc. | History | New | 809 | 19 | 0.01% | — | 1431 | +809 | New | Q4 2025 | Feb 05, 2026 |
| Paladin Advisory Group, LLC | History | No change | 802 | 19 | 0.01% | 0.01% | 1430 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Your Advocates Ltd., LLP | History | New | 786 | 18 | 0.01% | — | 1433 | +786 | New | Q4 2025 | Feb 02, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 764 | 18 | 0.01% | — | 1434 | +764 | New | Q4 2025 | Feb 18, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 786 | 18 | 0.0% | 0.0% | 1432 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 714 | 17 | 0.01% | 0.01% | 1435 | -127 | -15.1% | Q4 2025 | Jan 23, 2026 |
| Friedenthal Financial | History | Reduced | 700 | 16 | 0.01% | 0.01% | 1437 | -58 | -7.65% | Q4 2025 | Jan 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 664 | 16 | 0.0% | 0.0% | 1436 | +18 | 2.79% | Q4 2025 | Feb 13, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 686 | 16 | 0.02% | 0.02% | 1438 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 628 | 15 | 0.02% | 0.09% | 1440 | -29,324 | -97.9% | Q4 2025 | Feb 18, 2026 |
| GW&K Investment Management, LLC | History | No change | 618 | 15 | 0.0% | 0.0% | 1439 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 638 | 15 | 0.01% | 0.01% | 1441 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 604 | 14 | 0.0% | 0.0% | 1443 | -512 | -45.88% | Q4 2025 | Jan 23, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 600 | 14 | 0.0% | 0.0% | 1442 | +128 | 27.12% | Q4 2025 | Jan 12, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 616 | 14 | 0.01% | 0.01% | 1444 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 548 | 13 | 0.01% | — | 1447 | +548 | New | Q4 2025 | Feb 10, 2026 |
| Networth Advisors, LLC | History | New | 545 | 13 | 0.01% | — | 1448 | +545 | New | Q4 2025 | Jan 22, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 575 | 13 | 0.0% | 0.0% | 1446 | +104 | 22.08% | Q4 2025 | Jan 23, 2026 |
| Providence Capital Advisors, LLC | History | No change | 561 | 13 | 0.0% | 0.0% | 1445 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 538 | 12 | 0.01% | — | 1455 | +538 | New | Q4 2025 | Mar 05, 2026 |
| Wilkerson Advisory Group LLC | History | New | 533 | 12 | 0.0% | — | 1454 | +533 | New | Q4 2025 | Feb 13, 2026 |
| RHL GROUP, LLC | History | New | 500 | 12 | 0.01% | — | 1453 | +500 | New | Q4 2025 | Feb 09, 2026 |
| Concord Wealth Partners | History | Added to | 521 | 12 | 0.0% | 0.0% | 1449 | +315 | 152.91% | Q4 2025 | Jan 29, 2026 |
| Coston, McIsaac & Partners | History | No change | 528 | 12 | 0.0% | 0.0% | 1450 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Private Wealth Management Group, LLC | History | No change | 506 | 12 | 0.0% | 0.0% | 1451 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 532 | 12 | 0.03% | 0.02% | 1452 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JNBA Financial Advisors | History | No change | 482 | 11 | 0.0% | 0.0% | 1456 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 422 | 10 | 0.0% | — | 1461 | +422 | New | Q4 2025 | Feb 09, 2026 |
| HighMark Wealth Management LLC | History | Added to | 427 | 10 | 0.0% | 0.0% | 1459 | +12 | 2.89% | Q4 2025 | Feb 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 454 | 10 | 0.0% | 0.0% | 1457 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 446 | 10 | 0.0% | 0.0% | 1458 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| City State Bank | History | No change | 450 | 10 | 0.0% | 0.0% | 1460 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Strive Financial Group ,LLC | History | New | 377 | 9 | 0.0% | — | 1463 | +377 | New | Q4 2025 | Feb 18, 2026 |
| Horrell Capital Management, Inc. | History | No change | 390 | 9 | 0.0% | 0.0% | 1462 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Jessup Wealth Management, Inc | History | New | 358 | 8 | 0.0% | — | 1467 | +358 | New | Q4 2025 | Feb 11, 2026 |
| Fortitude Family Office, LLC | History | Added to | 366 | 8 | 0.0% | 0.0% | 1466 | +174 | 90.63% | Q4 2025 | Jan 15, 2026 |
| Colonial Trust Advisors | History | Added to | 352 | 8 | 0.0% | 0.0% | 1464 | +10 | 2.92% | Q4 2025 | Feb 12, 2026 |
| Blume Capital Management, Inc. | History | Added to | 356 | 8 | 0.0% | 0.0% | 1465 | +5 | 1.42% | Q4 2025 | Feb 05, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 374 | 8 | 0.0% | 0.0% | 1468 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 326 | 7 | 0.0% | 0.0% | 1469 | +166 | 103.75% | Q4 2025 | Jan 20, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 292 | 7 | 0.0% | 0.0% | 1471 | -42 | -12.57% | Q4 2025 | Feb 09, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 314 | 7 | 0.0% | 0.0% | 1470 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Beacon Financial Strategies CORP | History | New | 258 | 6 | 0.0% | — | 1476 | +258 | New | Q4 2025 | Jan 12, 2026 |
| West Financial Advisors, LLC | History | Reduced | 279 | 6 | 0.0% | 0.0% | 1475 | -24 | -7.92% | Q4 2025 | Jan 13, 2026 |
| Costello Asset Management, INC | History | Added to | 284 | 6 | 0.0% | 0.0% | 1472 | +8 | 2.9% | Q4 2025 | Feb 03, 2026 |
| Archer Investment Corp | History | Added to | 282 | 6 | 0.0% | 0.0% | 1473 | +8 | 2.92% | Q4 2025 | Jan 30, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 290 | 6 | 0.0% | 0.0% | 1474 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Investors Portfolio Services LLC | History | New | 247 | 5 | 0.0% | — | 1482 | +247 | New | Q4 2025 | Feb 09, 2026 |
| Quaker Wealth Management, LLC | History | New | 231 | 5 | 0.0% | — | 1478 | +231 | New | Q4 2025 | Jan 28, 2026 |
| Park Place Capital Corp | History | New | 226 | 5 | 0.0% | — | 1481 | +226 | New | Q4 2025 | Jan 09, 2026 |
| Western Pacific Wealth Management, LP | History | Added to | 246 | 5 | 0.0% | 0.0% | 1480 | +7 | 2.93% | Q4 2025 | Feb 04, 2026 |
| Towne Trust Company, N.A | History | No change | 242 | 5 | 0.0% | 0.0% | 1477 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ATMOS ADVISORY, LLC | History | No change | 242 | 5 | 0.0% | 0.0% | 1479 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Aventura Private Wealth, LLC | History | No change | 240 | 5 | 0.0% | 0.0% | 1483 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 195 | 4 | 0.0% | 0.0% | 1484 | +5 | 2.63% | Q4 2025 | Jan 30, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 206 | 4 | 0.0% | 0.0% | 1485 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 199 | 4 | 0.0% | 0.0% | 1486 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 1487 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stephens Consulting, LLC | History | No change | 178 | 4 | 0.0% | 0.0% | 1488 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 130 | 3 | 0.0% | 0.01% | 1489 | -18,496 | -99.3% | Q4 2025 | Feb 17, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 146 | 3 | 0.02% | 0.03% | 1493 | -402 | -73.36% | Q4 2025 | Feb 13, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 153 | 3 | 0.0% | 0.0% | 1492 | +63 | 70.0% | Q4 2025 | Jan 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 166 | 3 | 0.0% | 0.0% | 1490 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IAG Wealth Partners, LLC | History | No change | 138 | 3 | 0.0% | 0.0% | 1491 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strategic Advocates LLC | History | No change | 147 | 3 | 0.0% | 0.0% | 1494 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 138 | 3 | 0.0% | 0.0% | 1495 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 124 | 2 | 0.0% | 0.0% | 1500 | -3,131 | -96.19% | Q4 2025 | Jan 27, 2026 |
| WPG Advisers, LLC | History | New | 100 | 2 | 0.0% | — | 1501 | +100 | New | Q4 2025 | Jan 28, 2026 |
| Greenline Wealth Management LLC | History | New | 97 | 2 | 0.0% | — | 1502 | +97 | New | Q4 2025 | Feb 13, 2026 |
| Heritage Wealth Advisors | History | Added to | 123 | 2 | 0.0% | 0.0% | 1498 | +3 | 2.5% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 1496 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 92 | 2 | 0.0% | 0.0% | 1497 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Solstein Capital, LLC | History | No change | 110 | 2 | 0.0% | 0.0% | 1499 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 68 | 1 | 0.0% | 0.0% | 1506 | -500 | -88.03% | Q4 2025 | Feb 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 64 | 1 | 0.0% | — | 1511 | +64 | New | Q4 2025 | Feb 19, 2026 |
| Camelot Portfolios, LLC | History | New | 60 | 1 | 0.0% | — | 1505 | +60 | New | Q4 2025 | Jan 29, 2026 |
| HM PAYSON & CO | History | New | 54 | 1 | 0.0% | — | 1504 | +54 | New | Q4 2025 | Feb 12, 2026 |
| Graney & King, LLC | History | Added to | 63 | 1 | 0.0% | 0.0% | 1508 | +2 | 3.28% | Q4 2025 | Feb 13, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 70 | 1 | 0.0% | 0.0% | 1503 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| New Republic Capital, LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 1507 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 72 | 1 | 0.0% | 0.0% | 1509 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bernard Wealth Management Corp. | History | No change | 49 | 1 | 0.0% | 0.0% | 1510 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,894,224 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 1.08% | — | -2,336,106 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -905,624 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -649,434 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -177,910 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -125,153 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.25% | — | -102,075 | -100.0% | Q3 2025 | Jan 12, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -74,837 | -100.0% | Q3 2025 | Oct 10, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -70,314 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.87% | — | -46,103 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -38,342 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,154 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.06% | — | -26,416 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Westshore Wealth, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -20,864 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Heritage Wealth Management, Inc. /CA/ | History | Closed out | 0 | 0 | — | 0.31% | — | -20,188 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -18,136 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -16,250 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | History | Closed out | 0 | 0 | — | 0.06% | — | -13,945 | -100.0% | Q3 2025 | Oct 20, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.15% | — | -13,713 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,223 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Strategic Wealth Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,809 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,459 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.21% | — | -11,143 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Wealth Advisors Northwest LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -10,920 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Hillcrest Wealth Advisors - NY, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,694 | -100.0% | Q3 2025 | Oct 20, 2025 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,063 | -100.0% | Q3 2025 | Nov 14, 2025 |
| One Day In July LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,900 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Park Edge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,772 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,714 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tiller Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -8,626 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Cutler Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,878 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,913 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,492 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -1,488 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,016 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -479 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -391 | -100.0% | Q3 2025 | Oct 27, 2025 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.0% | — | -251 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Midwest Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q3 2025 | Oct 27, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BLUELINE ADVISORS LLC | History | New | 36 | 0 | — | — | — | +36 | New | Q4 2025 | Feb 10, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 1 | 0 | — | — | — | -28 | -96.55% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 33 | 0 | — | 0.0% | — | -27 | -45.0% | Q4 2025 | Jan 14, 2026 |
| Trust Co | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Jan 15, 2026 |
| Oakworth Capital, Inc. | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Jan 30, 2026 |
| Crews Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Federation des caisses Desjardins du Quebec | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 12, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 37 | 0 | — | — | — | +1 | 2.78% | Q4 2025 | Jan 30, 2026 |
| Beacon Capital Management, Inc. | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SITTNER & NELSON, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hughes Financial Services, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |