PROFESSIONALLY MANAGED PORTFOLIOS - AKRE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | History | New | 15,725,379 | 1,030,169 | 5.62% | — | 1 | +15,725,379 | New | Q4 2025 | Feb 12, 2026 |
| AlTi Global, Inc. | History | New | 5,904,874 | 386,828 | 8.29% | — | 2 | +5,904,874 | New | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 4,772,869 | 312,670 | 0.59% | — | 3 | +4,772,869 | New | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | New | 2,800,327 | 183,449 | 0.05% | — | 4 | +2,800,327 | New | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | New | 2,308,689 | 151,242 | 0.04% | — | 5 | +2,308,689 | New | Q4 2025 | Feb 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | New | 2,012,662 | 131,849 | 2.71% | — | 6 | +2,012,662 | New | Q4 2025 | Feb 05, 2026 |
| BROWN ADVISORY INC | History | New | 1,643,003 | 107,633 | 0.15% | — | 7 | +1,643,003 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 1,245,046 | 81,562 | 0.12% | — | 8 | +1,245,046 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 1,163,454 | 76,217 | 0.01% | — | 9 | +1,163,454 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 1,125,256 | 73,715 | 0.02% | — | 10 | +1,125,256 | New | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 1,072,509 | 70,260 | 0.19% | — | 11 | +1,072,509 | New | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 869,756 | 56,977 | 0.01% | — | 12 | +869,756 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | New | 813,200 | 53,272 | 0.01% | — | 13 | +813,200 | New | Q4 2025 | Jan 29, 2026 |
| Montis Financial, LLC | History | New | 809,126 | 53,005 | 10.48% | — | 14 | +809,126 | New | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | New | 800,193 | 52,420 | 0.06% | — | 15 | +800,193 | New | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 719,197 | 47,891 | 0.06% | — | 16 | +719,197 | New | Q4 2025 | Jan 08, 2026 |
| Corient Private Wealth LLC | History | New | 9,987,425 | 44,735 | 0.06% | — | 17 | +9,987,425 | New | Q4 2025 | Mar 09, 2026 |
| Affiance Financial, LLC | History | New | 656,658 | 43,017 | 6.92% | — | 18 | +656,658 | New | Q4 2025 | Jan 21, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 611,494 | 40,058 | 13.74% | — | 19 | +611,494 | New | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | New | 582,036 | 38,129 | 0.55% | — | 20 | +582,036 | New | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | New | 554,566 | 36,329 | 0.07% | — | 21 | +554,566 | New | Q4 2025 | Jan 23, 2026 |
| Parisi Gray Wealth Management | History | New | 549,027 | 35,966 | 8.16% | — | 22 | +549,027 | New | Q4 2025 | Jan 07, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 514,305 | 33,692 | 0.38% | — | 23 | +514,305 | New | Q4 2025 | Jan 20, 2026 |
| Aprio Wealth Management, LLC | History | New | 467,611 | 30,633 | 1.76% | — | 24 | +467,611 | New | Q4 2025 | Jan 29, 2026 |
| Urban Financial Advisory Corp | History | New | 440,266 | 28,841 | 11.32% | — | 25 | +440,266 | New | Q4 2025 | Feb 04, 2026 |
| Waverly Advisors, LLC | History | New | 431,441 | 28,263 | 0.23% | — | 26 | +431,441 | New | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 383,323 | 25,111 | 0.15% | — | 27 | +383,323 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 368,893 | 24,166 | 0.0% | — | 28 | +368,893 | New | Q4 2025 | Feb 17, 2026 |
| Ironwood Investment Counsel, LLC | History | New | 344,154 | 22,545 | 3.15% | — | 29 | +344,154 | New | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 317,992 | 20,831 | 0.03% | — | 30 | +317,992 | New | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | New | 317,747 | 20,815 | 0.02% | — | 31 | +317,747 | New | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 312,668 | 20,482 | 0.02% | — | 32 | +312,668 | New | Q4 2025 | Feb 13, 2026 |
| New England Private Wealth Advisors LLC | History | New | 312,610 | 20,479 | 2.55% | — | 33 | +312,610 | New | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | New | 310,160 | 20,318 | 0.09% | — | 34 | +310,160 | New | Q4 2025 | Feb 17, 2026 |
| NBZ Investment Advisors LLC | History | New | 293,305 | 19,214 | 8.36% | — | 35 | +293,305 | New | Q4 2025 | Feb 03, 2026 |
| Cross Staff Investments Inc | History | New | 289,630 | 18,973 | 10.45% | — | 36 | +289,630 | New | Q4 2025 | Feb 27, 2026 |
| Lighthouse Wealth Management Inc. | History | New | 277,954 | 18,208 | 12.44% | — | 37 | +277,954 | New | Q4 2025 | Jan 15, 2026 |
| Summit Trail Advisors, LLC | History | New | 276,478 | 18,112 | 0.31% | — | 38 | +276,478 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | New | 275,064 | 18,019 | 0.02% | — | 39 | +275,064 | New | Q4 2025 | Feb 17, 2026 |
| Fiduciary Group, LLC | History | New | 242,380 | 15,878 | 1.33% | — | 40 | +242,380 | New | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | New | 238,429 | 15,619 | 0.0% | — | 41 | +238,429 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 234,792 | 15,381 | 0.06% | — | 42 | +234,792 | New | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | New | 233,094 | 15,269 | 0.01% | — | 43 | +233,094 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | New | 222,409 | 14,570 | 0.0% | — | 44 | +222,409 | New | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | New | 182,614 | 11,963 | 0.06% | — | 45 | +182,614 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | New | 181,086 | 11,862 | 0.02% | — | 46 | +181,086 | New | Q4 2025 | Mar 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 177,754 | 11,644 | 0.29% | — | 47 | +177,754 | New | Q4 2025 | Feb 09, 2026 |
| Canal Capital Management, LLC | History | New | 175,232 | 11,479 | 1.63% | — | 48 | +175,232 | New | Q4 2025 | Jan 06, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 172,258 | 11,284 | 0.54% | — | 49 | +172,258 | New | Q4 2025 | Jan 20, 2026 |
| Montz Harcus Wealth Management LLC | History | New | 168,425 | 11,033 | 4.47% | — | 50 | +168,425 | New | Q4 2025 | Jan 22, 2026 |
| Perigon Wealth Management, LLC | History | New | 158,885 | 10,408 | 0.19% | — | 51 | +158,885 | New | Q4 2025 | Jan 16, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 157,084 | 10,290 | 0.48% | — | 52 | +157,084 | New | Q4 2025 | Feb 13, 2026 |
| EQUITABLE TRUST CO | History | New | 156,363 | 10,243 | 0.46% | — | 53 | +156,363 | New | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 155,851 | 10,209 | 0.06% | — | 54 | +155,851 | New | Q4 2025 | Feb 12, 2026 |
| Compton Wealth Advisory Group, LLC | History | New | 153,472 | 10,053 | 2.2% | — | 55 | +153,472 | New | Q4 2025 | Jan 13, 2026 |
| Arete Wealth Advisors, LLC | History | New | 152,801 | 10,010 | 0.61% | — | 56 | +152,801 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 150,552 | 9,862 | 0.0% | — | 57 | +150,552 | New | Q4 2025 | Feb 10, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 149,532 | 9,796 | 1.1% | — | 58 | +149,532 | New | Q4 2025 | Jan 21, 2026 |
| Prospera Financial Services Inc | History | New | 149,508 | 9,794 | 0.16% | — | 59 | +149,508 | New | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | New | 146,936 | 9,626 | 0.02% | — | 60 | +146,936 | New | Q4 2025 | Feb 11, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | New | 145,579 | 9,536 | 1.82% | — | 61 | +145,579 | New | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | New | 135,420 | 8,871 | 0.01% | — | 62 | +135,420 | New | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 134,368 | 8,802 | 0.0% | — | 63 | +134,368 | New | Q4 2025 | Feb 17, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | New | 134,268 | 8,795 | 4.24% | — | 64 | +134,268 | New | Q4 2025 | Jan 22, 2026 |
| NewEdge Advisors, LLC | History | New | 132,615 | 8,687 | 0.03% | — | 65 | +132,615 | New | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | New | 128,015 | 8,386 | 0.03% | — | 66 | +128,015 | New | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 127,172 | 8,331 | 0.1% | — | 67 | +127,172 | New | Q4 2025 | Jan 21, 2026 |
| Aspire Capital Advisors LLC | History | New | 126,717 | 8,301 | 1.95% | — | 68 | +126,717 | New | Q4 2025 | Jan 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 125,806 | 8,241 | 0.06% | — | 69 | +125,806 | New | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | New | 118,193 | 7,742 | 0.01% | — | 70 | +118,193 | New | Q4 2025 | Feb 02, 2026 |
| Capital Planning LLC | History | New | 114,952 | 7,450 | 2.09% | — | 71 | +114,952 | New | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 110,866 | 7,262 | 0.05% | — | 72 | +110,866 | New | Q4 2025 | Feb 12, 2026 |
| JBR Co Financial Management Inc | History | New | 108,793 | 7,127 | 2.98% | — | 73 | +108,793 | New | Q4 2025 | Jan 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 106,997 | 7,009 | 0.31% | — | 74 | +106,997 | New | Q4 2025 | Jan 29, 2026 |
| KilterHowling LLC | History | New | 105,087 | 6,884 | 3.49% | — | 75 | +105,087 | New | Q4 2025 | Feb 13, 2026 |
| Annandale Capital, LLC | History | New | 98,506 | 6,453 | 0.77% | — | 76 | +98,506 | New | Q4 2025 | Feb 12, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | New | 97,070 | 6,359 | 1.57% | — | 77 | +97,070 | New | Q4 2025 | Jan 08, 2026 |
| Creative Planning | History | New | 96,506 | 6,322 | 0.0% | — | 78 | +96,506 | New | Q4 2025 | Feb 17, 2026 |
| Ehrenkranz Partners L.P. | History | New | 93,942 | 6,154 | 6.97% | — | 79 | +93,942 | New | Q4 2025 | Feb 17, 2026 |
| Rollins Financial Advisors, LLC | History | New | 93,874 | 6,149 | 0.9% | — | 80 | +93,874 | New | Q4 2025 | Feb 04, 2026 |
| Sargent Investment Group, LLC | History | New | 92,801 | 6,079 | 0.76% | — | 81 | +92,801 | New | Q4 2025 | Feb 13, 2026 |
| SOL Capital Management CO | History | New | 91,754 | 6,011 | 0.54% | — | 82 | +91,754 | New | Q4 2025 | Jan 30, 2026 |
| Modera Wealth Management, LLC | History | New | 91,122 | 5,969 | 0.07% | — | 83 | +91,122 | New | Q4 2025 | Jan 21, 2026 |
| Tanglewood Wealth Management, Inc. | History | New | 90,612 | 5,935 | 0.54% | — | 84 | +90,612 | New | Q4 2025 | Jan 29, 2026 |
| IEQ CAPITAL, LLC | History | New | 90,281 | 5,914 | 0.02% | — | 85 | +90,281 | New | Q4 2025 | Feb 13, 2026 |
| Lynx Investment Advisory | History | New | 87,467 | 5,729 | 3.13% | — | 86 | +87,467 | New | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | New | 85,995 | 5,633 | 0.01% | — | 87 | +85,995 | New | Q4 2025 | Feb 17, 2026 |
| Karras Company, Inc. | History | New | 80,578 | 5,278 | 5.15% | — | 88 | +80,578 | New | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | New | 79,164 | 5,186 | 0.01% | — | 89 | +79,164 | New | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 78,632 | 5,151 | 0.01% | — | 90 | +78,632 | New | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | New | 78,205 | 5,123 | 0.03% | — | 91 | +78,205 | New | Q4 2025 | Jan 12, 2026 |
| Circle Wealth Management, LLC | History | New | 73,452 | 4,811 | 0.07% | — | 92 | +73,452 | New | Q4 2025 | Feb 13, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | New | 69,723 | 4,567 | 0.99% | — | 93 | +69,723 | New | Q4 2025 | Jan 20, 2026 |
| Allen Investment Management, LLC | History | New | 68,101 | 4,461 | 0.05% | — | 94 | +68,101 | New | Q4 2025 | Feb 10, 2026 |
| Vertex Planning Partners, LLC | History | New | 63,996 | 4,192 | 0.97% | — | 95 | +63,996 | New | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | New | 63,639 | 4,168 | 0.24% | — | 96 | +63,639 | New | Q4 2025 | Jan 27, 2026 |
| IHT Wealth Management, LLC | History | New | 63,261 | 4,144 | 0.1% | — | 97 | +63,261 | New | Q4 2025 | Feb 17, 2026 |
| Rockbridge Investment Management, LCC | History | New | 62,370 | 4,085 | 0.38% | — | 98 | +62,370 | New | Q4 2025 | Feb 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 61,742 | 4,044 | 0.01% | — | 99 | +61,742 | New | Q4 2025 | Feb 18, 2026 |
| BNB Wealth Management, LLC | History | New | 61,482 | 4,027 | 2.59% | — | 100 | +61,482 | New | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | New | 58,912 | 3,859 | 0.03% | — | 101 | +58,912 | New | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | New | 58,294 | 3,859 | 0.14% | — | 102 | +58,294 | New | Q4 2025 | Feb 04, 2026 |
| Blume Capital Management, Inc. | History | New | 56,229 | 3,683 | 0.67% | — | 103 | +56,229 | New | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 56,038 | 3,671 | 0.02% | — | 104 | +56,038 | New | Q4 2025 | Feb 18, 2026 |
| Essex Financial Services, Inc. | History | New | 55,904 | 3,662 | 0.21% | — | 105 | +55,904 | New | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | New | 55,548 | 3,638 | 0.03% | — | 106 | +55,548 | New | Q4 2025 | Feb 13, 2026 |
| Marion Wealth Management | History | New | 58,146 | 3,631 | 0.81% | — | 107 | +58,146 | New | Q4 2025 | Jan 26, 2026 |
| BOKF, NA | History | New | 55,355 | 3,626 | 0.06% | — | 108 | +55,355 | New | Q4 2025 | Feb 03, 2026 |
| BTC Capital Management, Inc. | History | New | 55,115 | 3,610 | 0.25% | — | 109 | +55,115 | New | Q4 2025 | Jan 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 53,967 | 3,545 | 0.22% | — | 110 | +53,967 | New | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | New | 53,742 | 3,520 | 0.04% | — | 111 | +53,742 | New | Q4 2025 | Feb 10, 2026 |
| Calamos Wealth Management LLC | History | New | 53,706 | 3,518 | 0.12% | — | 112 | +53,706 | New | Q4 2025 | Jan 29, 2026 |
| Harfst & Associates, Inc. | History | New | 53,622 | 3,512 | 0.63% | — | 113 | +53,622 | New | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | New | 52,892 | 3,464 | 0.02% | — | 114 | +52,892 | New | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | New | 50,982 | 3,341 | 0.12% | — | 115 | +50,982 | New | Q4 2025 | Jan 08, 2026 |
| Bank of New York Mellon Corp | History | New | 50,341 | 3,297 | 0.0% | — | 116 | +50,341 | New | Q4 2025 | Feb 10, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | New | 49,725 | 3,257 | 1.31% | — | 117 | +49,725 | New | Q4 2025 | Feb 17, 2026 |
| Live Oak Private Wealth LLC | History | New | 49,653 | 3,252 | 0.44% | — | 118 | +49,653 | New | Q4 2025 | Jan 23, 2026 |
| Sowell Financial Services LLC | History | New | 48,490 | 3,176 | 0.12% | — | 119 | +48,490 | New | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | New | 47,893 | 3,137 | 0.04% | — | 120 | +47,893 | New | Q4 2025 | Feb 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 47,848 | 3,134 | 0.14% | — | 121 | +47,848 | New | Q4 2025 | Feb 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | New | 47,659 | 3,122 | 0.36% | — | 122 | +47,659 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | New | 47,566 | 3,116 | 0.0% | — | 123 | +47,566 | New | Q4 2025 | Feb 17, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | New | 49,249 | 3,090 | 1.17% | — | 124 | +49,249 | New | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | New | 46,759 | 3,063 | 0.02% | — | 125 | +46,759 | New | Q4 2025 | Feb 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | New | 46,006 | 3,013 | 0.06% | — | 126 | +46,006 | New | Q4 2025 | Feb 13, 2026 |
| S.A. Mason LLC | History | New | 45,209 | 2,961 | 1.17% | — | 127 | +45,209 | New | Q4 2025 | Jan 29, 2026 |
| Lafayette Investments, Inc. | History | New | 44,588 | 2,920 | 0.55% | — | 128 | +44,588 | New | Q4 2025 | Feb 04, 2026 |
| Pathway Financial Advisers, LLC | History | New | 44,550 | 2,918 | 0.85% | — | 129 | +44,550 | New | Q4 2025 | Feb 06, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 44,033 | 2,884 | 0.55% | — | 130 | +44,033 | New | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | New | 45,830 | 2,862 | 0.07% | — | 131 | +45,830 | New | Q4 2025 | Jan 28, 2026 |
| Wiser Advisor Group LLC | History | New | 42,820 | 2,805 | 3.21% | — | 132 | +42,820 | New | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 41,886 | 2,743 | 0.01% | — | 133 | +41,886 | New | Q4 2025 | Feb 17, 2026 |
| BANYAN CAPITAL MANAGEMENT, INC. | History | New | 40,813 | 2,673 | 1.16% | — | 134 | +40,813 | New | Q4 2025 | Feb 02, 2026 |
| Millburn Ridgefield LLC /DE/ | History | New | 38,750 | 2,538 | 0.06% | — | 135 | +38,750 | New | Q4 2025 | Feb 02, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 38,045 | 2,492 | 0.07% | — | 136 | +38,045 | New | Q4 2025 | Jan 12, 2026 |
| Parker Investment Management, LLC | History | New | 37,868 | 2,480 | 0.35% | — | 137 | +37,868 | New | Q4 2025 | Feb 13, 2026 |
| SPINNAKER TRUST | History | New | 37,312 | 2,444 | 0.13% | — | 138 | +37,312 | New | Q4 2025 | Feb 10, 2026 |
| Caprock Group, LLC | History | New | 37,238 | 2,439 | 0.05% | — | 139 | +37,238 | New | Q4 2025 | Jan 28, 2026 |
| CoreFirst Bank & Trust | History | New | 37,119 | 2,431 | 1.31% | — | 140 | +37,119 | New | Q4 2025 | Feb 11, 2026 |
| Aspect Partners, LLC | History | New | 36,724 | 2,405 | 1.05% | — | 141 | +36,724 | New | Q4 2025 | Jan 23, 2026 |
| SouthState Bank Corp | History | New | 36,706 | 2,404 | 0.11% | — | 142 | +36,706 | New | Q4 2025 | Feb 11, 2026 |
| Evercore Wealth Management, LLC | History | New | 36,155 | 2,368 | 0.03% | — | 143 | +36,155 | New | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | New | 35,843 | 2,348 | 0.11% | — | 144 | +35,843 | New | Q4 2025 | Feb 13, 2026 |
| Integrated Advisors Network LLC | History | New | 35,716 | 2,339 | 0.1% | — | 145 | +35,716 | New | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | New | 34,946 | 2,289 | 0.03% | — | 146 | +34,946 | New | Q4 2025 | Feb 13, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | New | 34,333 | 2,249 | 0.14% | — | 147 | +34,333 | New | Q4 2025 | Jan 07, 2026 |
| Merit Financial Group, LLC | History | New | 34,330 | 2,248 | 0.02% | — | 148 | +34,330 | New | Q4 2025 | Jan 26, 2026 |
| First Pacific Financial | History | New | 34,298 | 2,246 | 0.29% | — | 149 | +34,298 | New | Q4 2025 | Jan 16, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 34,135 | 2,236 | 0.27% | — | 150 | +34,135 | New | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | New | 33,983 | 2,226 | 0.15% | — | 151 | +33,983 | New | Q4 2025 | Feb 20, 2026 |
| Clear Creek Financial Management, LLC | History | New | 32,534 | 2,131 | 0.17% | — | 152 | +32,534 | New | Q4 2025 | Jan 23, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | New | 32,191 | 2,108 | 0.95% | — | 153 | +32,191 | New | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER & CO INC | History | New | 31,871 | 2,087 | 0.03% | — | 154 | +31,871 | New | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 31,588 | 2,069 | 0.1% | — | 155 | +31,588 | New | Q4 2025 | Jan 21, 2026 |
| Capital Advisors Wealth Management, LLC | History | New | 31,286 | 2,049 | 0.28% | — | 156 | +31,286 | New | Q4 2025 | Jan 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 31,251 | 2,047 | 0.03% | — | 157 | +31,251 | New | Q4 2025 | Jan 29, 2026 |
| Compass Wealth Management, LLC/GA | History | New | 30,552 | 2,001 | 0.82% | — | 158 | +30,552 | New | Q4 2025 | Feb 17, 2026 |
| BIP Wealth, LLC | History | New | 30,234 | 1,980 | 0.07% | — | 159 | +30,234 | New | Q4 2025 | Jan 21, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 29,404 | 1,926 | 0.02% | — | 160 | +29,404 | New | Q4 2025 | Jan 29, 2026 |
| Topsail Wealth Management, LLC | History | New | 28,735 | 1,882 | 0.28% | — | 161 | +28,735 | New | Q4 2025 | Feb 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 28,291 | 1,853 | 0.0% | — | 162 | +28,291 | New | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | New | 28,008 | 1,834 | 0.12% | — | 163 | +28,008 | New | Q4 2025 | Feb 03, 2026 |
| SAPIENT CAPITAL LLC | History | New | 27,613 | 1,825 | 0.03% | — | 164 | +27,613 | New | Q4 2025 | Feb 05, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | New | 27,500 | 1,801 | 1.23% | — | 165 | +27,500 | New | Q4 2025 | Feb 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | New | 27,425 | 1,796 | 0.03% | — | 166 | +27,425 | New | Q4 2025 | Jan 22, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 27,014 | 1,769 | 0.03% | — | 167 | +27,014 | New | Q4 2025 | Jan 16, 2026 |
| Savant Capital, LLC | History | New | 26,866 | 1,759 | 0.01% | — | 168 | +26,866 | New | Q4 2025 | Feb 10, 2026 |
| Sound View Wealth Advisors Group, LLC | History | New | 26,565 | 1,740 | 0.12% | — | 169 | +26,565 | New | Q4 2025 | Jan 08, 2026 |
| Retirement Planning Group, LLC | History | New | 26,444 | 1,732 | 0.06% | — | 170 | +26,444 | New | Q4 2025 | Feb 03, 2026 |
| RM Financial Services, LLC | History | New | 26,173 | 1,714 | 1.52% | — | 171 | +26,173 | New | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 25,843 | 1,692 | 0.01% | — | 172 | +25,843 | New | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | New | 25,812 | 1,690 | 0.04% | — | 173 | +25,812 | New | Q4 2025 | Feb 06, 2026 |
| Symphony Financial Services, Inc. | History | New | 25,682 | 1,682 | 0.86% | — | 174 | +25,682 | New | Q4 2025 | Feb 12, 2026 |
| Ballentine Partners, LLC | History | New | 25,581 | 1,675 | 0.02% | — | 175 | +25,581 | New | Q4 2025 | Feb 03, 2026 |
| Hilltop Holdings Inc. | History | New | 25,558 | 1,674 | 0.1% | — | 176 | +25,558 | New | Q4 2025 | Feb 17, 2026 |
| Longview Financial Advisors, Inc. | History | New | 24,260 | 1,589 | 1.08% | — | 177 | +24,260 | New | Q4 2025 | Feb 02, 2026 |
| Empower Advisory Group, LLC | History | New | 24,057 | 1,575 | 0.0% | — | 178 | +24,057 | New | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 24,041 | 1,574 | 0.0% | — | 179 | +24,041 | New | Q4 2025 | Feb 17, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 23,225 | 1,521 | 1.32% | — | 180 | +23,225 | New | Q4 2025 | Feb 17, 2026 |
| Leo Wealth, LLC | History | New | 22,970 | 1,504 | 0.11% | — | 181 | +22,970 | New | Q4 2025 | Jan 21, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | New | 22,931 | 1,502 | 0.16% | — | 182 | +22,931 | New | Q4 2025 | Feb 09, 2026 |
| RFG Advisory, LLC | History | New | 22,795 | 1,493 | 0.03% | — | 183 | +22,795 | New | Q4 2025 | Feb 03, 2026 |
| Tradition Wealth Management, LLC | History | New | 22,175 | 1,452 | 0.1% | — | 184 | +22,175 | New | Q4 2025 | Feb 11, 2026 |
| MONECO ADVISORS, LLC | History | New | 22,074 | 1,446 | 0.11% | — | 185 | +22,074 | New | Q4 2025 | Feb 04, 2026 |
| COMERICA BANK | History | New | 21,915 | 1,435 | 0.01% | — | 186 | +21,915 | New | Q4 2025 | Jan 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 21,850 | 1,412 | 0.03% | — | 187 | +21,850 | New | Q4 2025 | Feb 11, 2026 |
| Joel Isaacson & Co., LLC | History | New | 20,677 | 1,354 | 0.04% | — | 188 | +20,677 | New | Q4 2025 | Jan 30, 2026 |
| FORBES J M & CO LLP | History | New | 20,212 | 1,324 | 0.11% | — | 189 | +20,212 | New | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | New | 19,782 | 1,296 | 0.0% | — | 190 | +19,782 | New | Q4 2025 | Jan 26, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | New | 19,479 | 1,276 | 0.04% | — | 191 | +19,479 | New | Q4 2025 | Feb 13, 2026 |
| Frontier Asset Management, LLC | History | New | 19,264 | 1,261 | 0.29% | — | 192 | +19,264 | New | Q4 2025 | Feb 04, 2026 |
| Whitcomb & Hess, Inc. | History | New | 18,871 | 1,221 | 0.29% | — | 193 | +18,871 | New | Q4 2025 | Jan 14, 2026 |
| Apollon Wealth Management, LLC | History | New | 18,575 | 1,216 | 0.02% | — | 194 | +18,575 | New | Q4 2025 | Jan 22, 2026 |
| Mittelman Wealth Management | History | New | 18,409 | 1,205 | 0.78% | — | 195 | +18,409 | New | Q4 2025 | Feb 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 18,366 | 1,203 | 0.01% | — | 196 | +18,366 | New | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 18,248 | 1,195 | 0.01% | — | 197 | +18,248 | New | Q4 2025 | Jan 29, 2026 |
| Marble Wealth, LLC | History | New | 18,188 | 1,191 | 0.17% | — | 198 | +18,188 | New | Q4 2025 | Feb 10, 2026 |
| Founders Financial Alliance, LLC | History | New | 18,012 | 1,179 | 0.22% | — | 199 | +18,012 | New | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | New | 17,778 | 1,164 | 0.02% | — | 200 | +17,778 | New | Q4 2025 | Feb 11, 2026 |
| Grange Capital, LLC | History | New | 17,748 | 1,162 | 1.12% | — | 201 | +17,748 | New | Q4 2025 | Feb 03, 2026 |
| Compound Planning, Inc. | History | New | 17,720 | 1,160 | 0.03% | — | 202 | +17,720 | New | Q4 2025 | Feb 19, 2026 |
| IFG Advisory, LLC | History | New | 17,670 | 1,157 | 0.05% | — | 203 | +17,670 | New | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 17,230 | 1,128 | 0.0% | — | 204 | +17,230 | New | Q4 2025 | Mar 25, 2026 |
| PDS Planning, Inc | History | New | 17,108 | 1,120 | 0.07% | — | 205 | +17,108 | New | Q4 2025 | Jan 26, 2026 |
| Objectivity Squared, LLC | History | New | 17,032 | 1,115 | 0.62% | — | 207 | +17,032 | New | Q4 2025 | Feb 02, 2026 |
| Capital Analysts, LLC | History | New | 17,019 | 1,115 | 0.03% | — | 206 | +17,019 | New | Q4 2025 | Feb 11, 2026 |
| ODonnell Financial Services, LLC | History | New | 16,498 | 1,080 | 0.37% | — | 208 | +16,498 | New | Q4 2025 | Jan 29, 2026 |
| ARS Wealth Advisors Group, LLC | History | New | 16,269 | 1,065 | 0.1% | — | 210 | +16,269 | New | Q4 2025 | Jan 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 16,266 | 1,065 | 0.0% | — | 209 | +16,266 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 15,517 | 1,016 | 0.01% | — | 211 | +15,517 | New | Q4 2025 | Jan 23, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | New | 15,436 | 1,011 | 0.04% | — | 212 | +15,436 | New | Q4 2025 | Jan 23, 2026 |
| LongView Wealth Management | History | New | 14,853 | 976 | 0.24% | — | 213 | +14,853 | New | Q4 2025 | Jan 13, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | New | 14,891 | 975 | 0.65% | — | 214 | +14,891 | New | Q4 2025 | Jan 07, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | New | 14,833 | 971 | 0.37% | — | 215 | +14,833 | New | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | New | 14,825 | 971 | 0.01% | — | 216 | +14,825 | New | Q4 2025 | Feb 09, 2026 |
| HRT FINANCIAL LP | History | New | 14,815 | 970 | 0.0% | — | 217 | +14,815 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 14,547 | 952 | 0.07% | — | 218 | +14,547 | New | Q4 2025 | Jan 26, 2026 |
| Mendota Financial Group, LLC | History | New | 14,489 | 949 | 0.69% | — | 219 | +14,489 | New | Q4 2025 | Jan 20, 2026 |
| Clark Wealth Partners | History | No change | 14,452 | 946 | 0.58% | 0.58% | 220 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Prosperity Consulting Group, LLC | History | New | 14,414 | 944 | 0.04% | — | 221 | +14,414 | New | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | New | 14,811 | 938 | 0.08% | — | 222 | +14,811 | New | Q4 2025 | Jan 20, 2026 |
| Pallas Capital Advisors LLC | History | New | 14,157 | 927 | 0.03% | — | 223 | +14,157 | New | Q4 2025 | Jan 14, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 14,147 | 926 | 0.39% | — | 224 | +14,147 | New | Q4 2025 | Feb 05, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | New | 13,294 | 870 | 0.1% | — | 225 | +13,294 | New | Q4 2025 | Jan 27, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | New | 13,209 | 865 | 0.23% | — | 226 | +13,209 | New | Q4 2025 | Feb 09, 2026 |
| Global View Capital Management LLC | History | New | 13,107 | 858 | 0.16% | — | 227 | +13,107 | New | Q4 2025 | Jan 14, 2026 |
| Arkadios Wealth Advisors | History | New | 13,061 | 855 | 0.02% | — | 228 | +13,061 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 12,822 | 839 | 0.0% | — | 229 | +12,822 | New | Q4 2025 | Feb 11, 2026 |
| Demars Financial Group, LLC | History | New | 12,749 | 835 | 0.28% | — | 230 | +12,749 | New | Q4 2025 | Jan 22, 2026 |
| Choate Investment Advisors | History | New | 12,733 | 834 | 0.02% | — | 231 | +12,733 | New | Q4 2025 | Feb 09, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 12,481 | 817 | 0.42% | — | 232 | +12,481 | New | Q4 2025 | Feb 18, 2026 |
| Modern Wealth Management, LLC | History | New | 12,464 | 816 | 0.01% | — | 233 | +12,464 | New | Q4 2025 | Feb 17, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 12,361 | 809 | 0.63% | — | 234 | +12,361 | New | Q4 2025 | Mar 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 12,271 | 803 | 0.0% | — | 235 | +12,271 | New | Q4 2025 | Feb 10, 2026 |
| Landing Point Financial Group, LLC | History | New | 12,211 | 799 | 0.4% | — | 236 | +12,211 | New | Q4 2025 | Feb 11, 2026 |
| Allen Capital Group, LLC | History | New | 12,106 | 793 | 0.07% | — | 237 | +12,106 | New | Q4 2025 | Feb 09, 2026 |
| SVB WEALTH LLC | History | New | 11,901 | 779 | 0.05% | — | 238 | +11,901 | New | Q4 2025 | Feb 04, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 11,674 | 764 | 0.21% | — | 239 | +11,674 | New | Q4 2025 | Jan 12, 2026 |
| Continuum Advisory, LLC | History | New | 11,417 | 747 | 0.07% | — | 240 | +11,417 | New | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | New | 11,393 | 746 | 0.01% | — | 241 | +11,393 | New | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | New | 11,214 | 734 | 0.02% | — | 242 | +11,214 | New | Q4 2025 | Feb 10, 2026 |
| CrossGen Wealth, LLC | History | New | 11,189 | 732 | 0.64% | — | 243 | +11,189 | New | Q4 2025 | Feb 19, 2026 |
| Clarity Capital Advisors, LLC | History | New | 11,146 | 730 | 0.36% | — | 244 | +11,146 | New | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 11,003 | 720 | 0.02% | — | 245 | +11,003 | New | Q4 2025 | Feb 17, 2026 |
| R. W. Roge & Company, Inc. | History | New | 10,984 | 719 | 0.36% | — | 246 | +10,984 | New | Q4 2025 | Jan 23, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 10,893 | 713 | 0.08% | — | 247 | +10,893 | New | Q4 2025 | Jan 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 10,812 | 708 | 0.01% | — | 248 | +10,812 | New | Q4 2025 | Feb 11, 2026 |
| Birch Hill Investment Advisors LLC | History | New | 10,593 | 693 | 0.03% | — | 249 | +10,593 | New | Q4 2025 | Jan 27, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | New | 10,590 | 693 | 0.0% | — | 250 | +10,590 | New | Q4 2025 | Feb 11, 2026 |
| GLENMEDE TRUST CO NA | History | New | 10,574 | 692 | 0.0% | — | 251 | +10,574 | New | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 10,455 | 684 | 0.02% | — | 252 | +10,455 | New | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 10,406 | 681 | 0.01% | — | 253 | +10,406 | New | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | New | 10,406 | 681 | 0.01% | — | 254 | +10,406 | New | Q4 2025 | Mar 12, 2026 |
| MAI Capital Management | History | New | 10,343 | 677 | 0.0% | — | 255 | +10,343 | New | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 10,058 | 658 | 0.0% | — | 256 | +10,058 | New | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | New | 9,961 | 652 | 0.01% | — | 257 | +9,961 | New | Q4 2025 | Jan 15, 2026 |
| SENTINEL TRUST CO LBA | History | New | 9,848 | 645 | 0.06% | — | 258 | +9,848 | New | Q4 2025 | Jan 29, 2026 |
| Colorado Capital Management, Inc. | History | New | 9,761 | 639 | 0.24% | — | 259 | +9,761 | New | Q4 2025 | Jan 23, 2026 |
| STOCK YARDS BANK & TRUST CO | History | New | 9,752 | 638 | 0.02% | — | 260 | +9,752 | New | Q4 2025 | Jan 21, 2026 |
| Golden Reserve Retirement LLC | History | New | 9,632 | 630 | 0.12% | — | 261 | +9,632 | New | Q4 2025 | Jan 29, 2026 |
| Dana Investment Advisors, Inc. | History | New | 9,465 | 620 | 0.02% | — | 262 | +9,465 | New | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | New | 9,404 | 616 | 0.0% | — | 263 | +9,404 | New | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 9,388 | 615 | 0.01% | — | 264 | +9,388 | New | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | New | 9,232 | 604 | 0.0% | — | 265 | +9,232 | New | Q4 2025 | Jan 30, 2026 |
| Indivisible Partners | History | New | 9,231 | 604 | 0.07% | — | 266 | +9,231 | New | Q4 2025 | Feb 03, 2026 |
| First Heartland Consultants, Inc. | History | New | 9,198 | 602 | 0.05% | — | 267 | +9,198 | New | Q4 2025 | Jan 09, 2026 |
| SP Asset Management LLC | History | New | 8,943 | 585 | 0.05% | — | 268 | +8,943 | New | Q4 2025 | Jan 28, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | New | 8,869 | 581 | 0.09% | — | 269 | +8,869 | New | Q4 2025 | Jan 12, 2026 |
| Smithfield Trust Co | History | New | 8,828 | 578 | 0.03% | — | 270 | +8,828 | New | Q4 2025 | Feb 09, 2026 |
| Rehmann Capital Advisory Group | History | New | 8,732 | 572 | 0.03% | — | 271 | +8,732 | New | Q4 2025 | Mar 04, 2026 |
| Apollon Financial, LLC | History | New | 8,637 | 565 | 0.08% | — | 272 | +8,637 | New | Q4 2025 | Jan 22, 2026 |
| PFG Investments, LLC | History | New | 8,572 | 561 | 0.03% | — | 273 | +8,572 | New | Q4 2025 | Jan 26, 2026 |
| NWAM LLC | History | New | 8,500 | 556 | 0.03% | — | 274 | +8,500 | New | Q4 2025 | Feb 04, 2026 |
| MBL Wealth, LLC | History | New | 8,483 | 555 | 0.04% | — | 275 | +8,483 | New | Q4 2025 | Jan 21, 2026 |
| SlateStone Wealth, LLC | History | New | 8,411 | 551 | 0.05% | — | 276 | +8,411 | New | Q4 2025 | Feb 11, 2026 |
| Roble, Belko & Company, Inc | History | New | 8,392 | 550 | 0.07% | — | 277 | +8,392 | New | Q4 2025 | Jan 12, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | New | 8,351 | 547 | 0.04% | — | 278 | +8,351 | New | Q4 2025 | Feb 05, 2026 |
| Summit Asset Management, LLC | History | New | 8,236 | 539 | 0.08% | — | 279 | +8,236 | New | Q4 2025 | Feb 09, 2026 |
| Ellenbecker Investment Group | History | New | 8,218 | 538 | 0.08% | — | 280 | +8,218 | New | Q4 2025 | Jan 30, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | New | 8,204 | 537 | 0.02% | — | 281 | +8,204 | New | Q4 2025 | Feb 02, 2026 |
| Cornerstone Advisory, LLC | History | New | 8,074 | 528 | 0.05% | — | 282 | +8,074 | New | Q4 2025 | Jan 28, 2026 |
| Walleye Partners, LLC | History | New | 7,922 | 518 | 0.58% | — | 283 | +7,922 | New | Q4 2025 | Jan 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 7,807 | 511 | 0.01% | — | 284 | +7,807 | New | Q4 2025 | Feb 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 7,632 | 499 | 0.01% | — | 285 | +7,632 | New | Q4 2025 | Feb 05, 2026 |
| Private Wealth Asset Management, LLC | History | New | 7,542 | 494 | 0.05% | — | 286 | +7,542 | New | Q4 2025 | Feb 10, 2026 |
| AMG National Trust Bank | History | New | 7,497 | 491 | 0.01% | — | 287 | +7,497 | New | Q4 2025 | Jan 30, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | New | 7,457 | 488 | 0.02% | — | 288 | +7,457 | New | Q4 2025 | Feb 13, 2026 |
| Intelligent Financial Strategies | History | New | 7,372 | 482 | 0.23% | — | 289 | +7,372 | New | Q4 2025 | Jan 26, 2026 |
| EVOKE WEALTH, LLC | History | New | 7,229 | 473 | 0.01% | — | 290 | +7,229 | New | Q4 2025 | Feb 06, 2026 |
| Destination Wealth Management | History | New | 7,216 | 472 | 0.01% | — | 291 | +7,216 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | New | 7,132 | 467 | 0.0% | — | 292 | +7,132 | New | Q4 2025 | Jan 30, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | New | 7,067 | 462 | 0.17% | — | 293 | +7,067 | New | Q4 2025 | Feb 17, 2026 |
| ROMANO BROTHERS AND COMPANY | History | New | 6,894 | 451 | 0.05% | — | 294 | +6,894 | New | Q4 2025 | Jan 14, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 6,892 | 451 | 0.02% | — | 295 | +6,892 | New | Q4 2025 | Feb 06, 2026 |
| Ayrshire Capital Management LLC | History | New | 6,890 | 451 | 0.21% | — | 296 | +6,890 | New | Q4 2025 | Jan 28, 2026 |
| Hardy Reed LLC | History | New | 6,849 | 448 | 0.03% | — | 297 | +6,849 | New | Q4 2025 | Feb 06, 2026 |
| BLB&B Advisors, LLC | History | New | 6,800 | 445 | 0.02% | — | 298 | +6,800 | New | Q4 2025 | Jan 26, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 6,753 | 442 | 0.01% | — | 299 | +6,753 | New | Q4 2025 | Jan 27, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 6,650 | 435 | 0.1% | — | 300 | +6,650 | New | Q4 2025 | Feb 18, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | New | 6,627 | 434 | 0.07% | — | 301 | +6,627 | New | Q4 2025 | Feb 02, 2026 |
| AdvisorNet Financial, Inc | History | New | 6,603 | 432 | 0.02% | — | 302 | +6,603 | New | Q4 2025 | Jan 20, 2026 |
| Pure Financial Advisors, LLC | History | New | 6,555 | 429 | 0.08% | — | 303 | +6,555 | New | Q4 2025 | Mar 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 6,455 | 426 | 0.03% | — | 304 | +6,455 | New | Q4 2025 | Jan 15, 2026 |
| Valmark Advisers, Inc. | History | New | 6,492 | 425 | 0.01% | — | 305 | +6,492 | New | Q4 2025 | Jan 26, 2026 |
| Uniting Wealth Partners, LLC | History | New | 6,439 | 421 | 0.13% | — | 306 | +6,439 | New | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 6,402 | 419 | 0.01% | — | 307 | +6,402 | New | Q4 2025 | Jan 14, 2026 |
| 4J Wealth Management LLC | History | New | 6,384 | 418 | 0.24% | — | 308 | +6,384 | New | Q4 2025 | Jan 15, 2026 |
| Long Island Wealth Management, Inc. | History | New | 6,371 | 417 | 0.2% | — | 309 | +6,371 | New | Q4 2025 | Jan 21, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | New | 6,301 | 412 | 0.03% | — | 310 | +6,301 | New | Q4 2025 | Jan 16, 2026 |
| Insight Advisors, LLC/ PA | History | New | 6,078 | 398 | 0.06% | — | 311 | +6,078 | New | Q4 2025 | Feb 11, 2026 |
| CHAPIN DAVIS, INC. | History | New | 6,010 | 393 | 0.09% | — | 312 | +6,010 | New | Q4 2025 | Jan 30, 2026 |
| Navis Wealth Advisors, LLC | History | New | 5,995 | 392 | 0.17% | — | 313 | +5,995 | New | Q4 2025 | Feb 13, 2026 |
| Falcon Wealth Planning | History | New | 5,943 | 389 | 0.03% | — | 314 | +5,943 | New | Q4 2025 | Feb 03, 2026 |
| Charter Capital Management, LLC\DE | History | New | 5,930 | 388 | 0.2% | — | 315 | +5,930 | New | Q4 2025 | Jan 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 5,842 | 386 | 0.0% | — | 316 | +5,842 | New | Q4 2025 | Feb 12, 2026 |
| Rockbridge Capital Management LLC | History | New | 5,887 | 385 | 0.23% | — | 317 | +5,887 | New | Q4 2025 | Feb 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 5,869 | 384 | 0.05% | — | 318 | +5,869 | New | Q4 2025 | Jan 23, 2026 |
| Clearstead Trust, LLC | History | New | 5,612 | 367 | 0.06% | — | 319 | +5,612 | New | Q4 2025 | Feb 09, 2026 |
| Claris Financial LLC | History | New | 5,578 | 365 | 0.19% | — | 320 | +5,578 | New | Q4 2025 | Feb 19, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | New | 5,559 | 364 | 0.05% | — | 321 | +5,559 | New | Q4 2025 | Jan 28, 2026 |
| Sigma Planning Corp | History | New | 5,501 | 360 | 0.01% | — | 322 | +5,501 | New | Q4 2025 | Jan 30, 2026 |
| Garde Capital, Inc. | History | New | 5,476 | 358 | 0.02% | — | 324 | +5,476 | New | Q4 2025 | Feb 10, 2026 |
| Covenant Partners, LLC | History | New | 5,473 | 358 | 0.1% | — | 323 | +5,473 | New | Q4 2025 | Jan 26, 2026 |
| Aspire Growth Partners LLC | History | New | 5,467 | 358 | 0.25% | — | 325 | +5,467 | New | Q4 2025 | Feb 05, 2026 |
| Evernest Financial Advisors, LLC | History | New | 6,222 | 357 | 0.07% | — | 327 | +6,222 | New | Q4 2025 | Feb 13, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 5,372 | 357 | 0.55% | — | 326 | +5,372 | New | Q4 2025 | Jan 08, 2026 |
| Capital Planning Advisors, LLC | History | New | 5,440 | 356 | 0.05% | — | 328 | +5,440 | New | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | New | 5,378 | 352 | 0.01% | — | 329 | +5,378 | New | Q4 2025 | Feb 02, 2026 |
| StoneX Group Inc. | History | New | 5,347 | 351 | 0.02% | — | 330 | +5,347 | New | Q4 2025 | Feb 12, 2026 |
| APPLETON PARTNERS INC/MA | History | New | 5,251 | 344 | 0.02% | — | 331 | +5,251 | New | Q4 2025 | Jan 09, 2026 |
| Evanson Asset Management, LLC | History | New | 5,208 | 341 | 0.02% | — | 332 | +5,208 | New | Q4 2025 | Jan 12, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 5,203 | 341 | 0.03% | — | 333 | +5,203 | New | Q4 2025 | Jan 12, 2026 |
| Capital Investment Advisors, LLC | History | New | 5,114 | 335 | 0.01% | — | 334 | +5,114 | New | Q4 2025 | Jan 13, 2026 |
| Cascades Capital Asset Management, LLC | History | New | 5,093 | 333 | 0.14% | — | 336 | +5,093 | New | Q4 2025 | Feb 04, 2026 |
| CORA CAPITAL ADVISORS LLC | History | New | 5,087 | 333 | 0.13% | — | 335 | +5,087 | New | Q4 2025 | Jan 28, 2026 |
| ALTFEST L J & CO INC | History | New | 5,060 | 331 | 0.04% | — | 337 | +5,060 | New | Q4 2025 | Jan 23, 2026 |
| LGL PARTNERS, LLC | History | New | 5,038 | 330 | 0.14% | — | 338 | +5,038 | New | Q4 2025 | Feb 09, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | New | 5,027 | 329 | 0.23% | — | 339 | +5,027 | New | Q4 2025 | Feb 11, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | New | 4,950 | 324 | 0.02% | — | 340 | +4,950 | New | Q4 2025 | Feb 12, 2026 |
| East Coast Asset Management, LLC. | History | New | 4,889 | 320 | 0.09% | — | 341 | +4,889 | New | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | New | 4,862 | 318 | 0.07% | — | 342 | +4,862 | New | Q4 2025 | Jan 12, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | New | 4,797 | 315 | 0.02% | — | 343 | +4,797 | New | Q4 2025 | Feb 13, 2026 |
| Legacy Advisors, LLC | History | New | 4,722 | 309 | 0.03% | — | 344 | +4,722 | New | Q4 2025 | Jan 27, 2026 |
| Csenge Advisory Group | History | New | 4,709 | 308 | 0.01% | — | 345 | +4,709 | New | Q4 2025 | Feb 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 4,691 | 307 | 0.01% | — | 346 | +4,691 | New | Q4 2025 | Feb 12, 2026 |
| Klingman & Associates, LLC | History | New | 4,640 | 303 | 0.01% | — | 347 | +4,640 | New | Q4 2025 | Jan 29, 2026 |
| Owen LaRue, LLC | History | New | 4,629 | 303 | 0.12% | — | 348 | +4,629 | New | Q4 2025 | Feb 05, 2026 |
| Fourth Dimension Wealth, LLC | History | New | 4,577 | 299 | 0.11% | — | 349 | +4,577 | New | Q4 2025 | Feb 04, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | New | 4,500 | 294 | 0.14% | — | 350 | +4,500 | New | Q4 2025 | Jan 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 4,445 | 291 | 0.1% | — | 351 | +4,445 | New | Q4 2025 | Jan 23, 2026 |
| FIRST AMERICAN TRUST, FSB | History | New | 4,424 | 289 | 0.02% | — | 352 | +4,424 | New | Q4 2025 | Feb 11, 2026 |
| Goldstone Financial Group, LLC | History | New | 4,373 | 286 | 0.03% | — | 353 | +4,373 | New | Q4 2025 | Feb 13, 2026 |
| Cynosure Group, LLC | History | New | 4,355 | 285 | 0.03% | — | 354 | +4,355 | New | Q4 2025 | Feb 17, 2026 |
| Strengthening Families & Communities, LLC | History | New | 4,330 | 283 | 0.1% | — | 355 | +4,330 | New | Q4 2025 | Feb 03, 2026 |
| D.A. DAVIDSON & CO. | History | New | 4,287 | 280 | 0.0% | — | 356 | +4,287 | New | Q4 2025 | Jan 29, 2026 |
| Rossby Financial, LCC | History | New | 4,201 | 275 | 0.08% | — | 357 | +4,201 | New | Q4 2025 | Feb 12, 2026 |
| JB Capital LLC | History | New | 4,180 | 273 | 0.01% | — | 358 | +4,180 | New | Q4 2025 | Jan 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 4,090 | 267 | 0.0% | — | 359 | +4,090 | New | Q4 2025 | Jan 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 4,029 | 263 | 0.03% | — | 363 | +4,029 | New | Q4 2025 | Jan 23, 2026 |
| Gateway Wealth Partners, LLC | History | New | 4,028 | 263 | 0.03% | — | 364 | +4,028 | New | Q4 2025 | Feb 11, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | New | 4,027 | 263 | 0.01% | — | 360 | +4,027 | New | Q4 2025 | Feb 02, 2026 |
| Welch Group, LLC | History | New | 4,018 | 263 | 0.01% | — | 362 | +4,018 | New | Q4 2025 | Jan 26, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | New | 4,011 | 263 | 0.06% | — | 361 | +4,011 | New | Q4 2025 | Jan 29, 2026 |
| MGB Wealth Management, LLC | History | New | 3,985 | 261 | 0.07% | — | 365 | +3,985 | New | Q4 2025 | Feb 17, 2026 |
| LEGACY SOLUTIONS, LLC | History | New | 3,971 | 260 | 0.23% | — | 366 | +3,971 | New | Q4 2025 | Jan 14, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | New | 3,962 | 259 | 0.16% | — | 367 | +3,962 | New | Q4 2025 | Jan 14, 2026 |
| Gilliland Jeter Wealth Management LLC | History | New | 3,944 | 258 | 0.08% | — | 368 | +3,944 | New | Q4 2025 | Jan 23, 2026 |
| Conservest Capital Advisors, Inc. | History | New | 3,899 | 255 | 0.02% | — | 369 | +3,899 | New | Q4 2025 | Feb 12, 2026 |
| Financial Strategies Group, Inc. | History | New | 3,844 | 255 | 0.05% | — | 370 | +3,844 | New | Q4 2025 | Feb 05, 2026 |
| Stegent Equity Advisors, Inc. | History | New | 3,778 | 247 | 0.19% | — | 371 | +3,778 | New | Q4 2025 | Jan 14, 2026 |
| HBK Sorce Advisory LLC | History | New | 4,302 | 246 | 0.01% | — | 372 | +4,302 | New | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | New | 3,751 | 245 | 0.01% | — | 373 | +3,751 | New | Q4 2025 | Feb 06, 2026 |
| Hamilton Point Investment Advisors, LLC | History | New | 3,732 | 244 | 0.04% | — | 374 | +3,732 | New | Q4 2025 | Feb 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 3,714 | 243 | 0.0% | — | 375 | +3,714 | New | Q4 2025 | Feb 09, 2026 |
| BENJAMIN EDWARDS INC | History | New | 3,707 | 242 | 0.0% | — | 376 | +3,707 | New | Q4 2025 | Feb 02, 2026 |
| JM2 Capital Inc. | History | New | 3,560 | 233 | 0.19% | — | 377 | +3,560 | New | Q4 2025 | Jan 23, 2026 |
| SNS Financial Group, LLC | History | New | 3,520 | 230 | 0.02% | — | 378 | +3,520 | New | Q4 2025 | Feb 02, 2026 |
| Clarkston Capital Partners, LLC | History | New | 3,475 | 227 | 0.01% | — | 379 | +3,475 | New | Q4 2025 | Feb 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 3,475 | 227 | 0.03% | — | 381 | +3,475 | New | Q4 2025 | Feb 04, 2026 |
| AE Wealth Management LLC | History | New | 3,473 | 227 | 0.0% | — | 380 | +3,473 | New | Q4 2025 | Jan 26, 2026 |
| IRON Financial LLC | History | New | 3,419 | 223 | 0.1% | — | 382 | +3,419 | New | Q4 2025 | Jan 22, 2026 |
| American Trust | History | New | 3,373 | 220 | 0.02% | — | 383 | +3,373 | New | Q4 2025 | Feb 17, 2026 |
| JMG Financial Group, Ltd. | History | New | 3,334 | 218 | 0.01% | — | 384 | +3,334 | New | Q4 2025 | Feb 10, 2026 |
| Abacus Planning Group, Inc. | History | New | 3,246 | 212 | 0.03% | — | 385 | +3,246 | New | Q4 2025 | Jan 16, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 3,231 | 211 | 0.02% | — | 386 | +3,231 | New | Q4 2025 | Jan 20, 2026 |
| Curran Financial Partners, LLC | History | New | 3,226 | 211 | 0.04% | — | 387 | +3,226 | New | Q4 2025 | Jan 22, 2026 |
| FineMark National Bank & Trust | History | New | 3,160 | 207 | 0.01% | — | 388 | +3,160 | New | Q4 2025 | Feb 12, 2026 |
| Strategic Wealth Advisors LLC | History | New | 3,130 | 205 | 0.18% | — | 389 | +3,130 | New | Q4 2025 | Feb 03, 2026 |
| Marshall Financial Group, LLC | History | New | 3,119 | 204 | 0.04% | — | 390 | +3,119 | New | Q4 2025 | Jan 09, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | New | 3,110 | 203 | 0.03% | — | 391 | +3,110 | New | Q4 2025 | Feb 17, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 3,104 | 203 | 0.05% | — | 392 | +3,104 | New | Q4 2025 | Jan 23, 2026 |
| Coordinated Financial Services, Inc. | History | New | 3,092 | 202 | 0.12% | — | 393 | +3,092 | New | Q4 2025 | Feb 09, 2026 |
| HM PAYSON & CO | History | New | 3,020 | 197 | 0.0% | — | 394 | +3,020 | New | Q4 2025 | Feb 12, 2026 |
| Stephens Consulting, LLC | History | New | 2,991 | 195 | 0.06% | — | 395 | +2,991 | New | Q4 2025 | Jan 13, 2026 |
| Global Retirement Partners, LLC | History | New | 2,927 | 191 | 0.0% | — | 396 | +2,927 | New | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,814 | 184 | 0.01% | — | 397 | +2,814 | New | Q4 2025 | Feb 03, 2026 |
| Archer Investment Corp | History | New | 2,699 | 176 | 0.04% | — | 398 | +2,699 | New | Q4 2025 | Jan 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 2,601 | 170 | 0.01% | — | 399 | +2,601 | New | Q4 2025 | Jan 08, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | New | 2,515 | 164 | 0.0% | — | 400 | +2,515 | New | Q4 2025 | Feb 13, 2026 |
| LGT Financial Advisors LLC | History | New | 2,490 | 163 | 1.0% | — | 401 | +2,490 | New | Q4 2025 | Feb 13, 2026 |
| Richardson Capital Management LLC | History | New | 2,288 | 149 | 0.07% | — | 402 | +2,288 | New | Q4 2025 | Jan 30, 2026 |
| Blue Trust, Inc. | History | New | 2,203 | 144 | 0.0% | — | 403 | +2,203 | New | Q4 2025 | Jan 16, 2026 |
| Compass Financial Services Inc | History | New | 2,035 | 133 | 0.06% | — | 404 | +2,035 | New | Q4 2025 | Feb 27, 2026 |
| SIGNATUREFD, LLC | History | New | 1,989 | 130 | 0.0% | — | 405 | +1,989 | New | Q4 2025 | Jan 20, 2026 |
| NBC SECURITIES, INC. | History | New | 1,864 | 122 | 0.01% | — | 406 | +1,864 | New | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,840 | 120 | 0.0% | — | 407 | +1,840 | New | Q4 2025 | Feb 02, 2026 |
| Glassman Wealth Services | History | New | 1,585 | 103 | 0.01% | — | 409 | +1,585 | New | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | New | 1,579 | 103 | 0.0% | — | 408 | +1,579 | New | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,434 | 93 | 0.01% | — | 410 | +1,434 | New | Q4 2025 | Feb 09, 2026 |
| Orion Capital Management LLC | History | New | 1,400 | 91 | 0.03% | — | 411 | +1,400 | New | Q4 2025 | Feb 03, 2026 |
| Winch Advisory Services, LLC | History | New | 1,389 | 90 | 0.02% | — | 412 | +1,389 | New | Q4 2025 | Feb 03, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 1,339 | 87 | 0.01% | — | 413 | +1,339 | New | Q4 2025 | Jan 30, 2026 |
| Meramec Financial Planners, LLC | History | New | 1,501 | 86 | 0.03% | — | 415 | +1,501 | New | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | New | 1,325 | 86 | 0.0% | — | 414 | +1,325 | New | Q4 2025 | Feb 10, 2026 |
| Heritage Wealth Advisors | History | New | 1,275 | 83 | 0.0% | — | 416 | +1,275 | New | Q4 2025 | Feb 13, 2026 |
| Tradewinds Capital Management, LLC | History | New | 1,198 | 78 | 0.02% | — | 417 | +1,198 | New | Q4 2025 | Jan 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 1,136 | 74 | 0.0% | — | 418 | +1,136 | New | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 1,129 | 73 | 0.0% | — | 419 | +1,129 | New | Q4 2025 | Feb 06, 2026 |
| Lummis Asset Management, LP | History | New | 1,097 | 71 | 0.04% | — | 420 | +1,097 | New | Q4 2025 | Feb 10, 2026 |
| ORG Partners LLC | History | New | 1,059 | 69 | 0.01% | — | 421 | +1,059 | New | Q4 2025 | Jan 14, 2026 |
| Salomon & Ludwin, LLC | History | New | 927 | 61 | 0.01% | — | 422 | +927 | New | Q4 2025 | Jan 28, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 861 | 56 | 0.02% | — | 423 | +861 | New | Q4 2025 | Feb 13, 2026 |
| Financial Freedom, LLC | History | New | 833 | 54 | 0.03% | — | 424 | +833 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 792 | 51 | 0.0% | — | 425 | +792 | New | Q4 2025 | Feb 10, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 792 | 51 | 0.03% | — | 426 | +792 | New | Q4 2025 | Jan 14, 2026 |
| BAYBAN | History | New | 788 | 51 | 0.05% | — | 428 | +788 | New | Q4 2025 | Mar 05, 2026 |
| Millstone Evans Group, LLC | History | New | 780 | 51 | 0.03% | — | 427 | +780 | New | Q4 2025 | Feb 02, 2026 |
| MCF Advisors LLC | History | New | 722 | 47 | 0.0% | — | 429 | +722 | New | Q4 2025 | Feb 11, 2026 |
| Johnson Financial Group, Inc. | History | New | 699 | 45 | 0.0% | — | 430 | +699 | New | Q4 2025 | Feb 12, 2026 |
| FIRST HORIZON CORP | History | New | 681 | 44 | 0.0% | — | 431 | +681 | New | Q4 2025 | Jan 27, 2026 |
| Asset Dedication, LLC | History | New | 640 | 41 | 0.0% | — | 432 | +640 | New | Q4 2025 | Jan 26, 2026 |
| CX Institutional | History | New | 631 | 41 | 0.0% | — | 433 | +631 | New | Q4 2025 | Feb 02, 2026 |
| Avalon Trust Co | History | New | 578 | 37 | 0.0% | — | 434 | +578 | New | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | New | 569 | 36 | 0.0% | — | 435 | +569 | New | Q4 2025 | Jan 21, 2026 |
| Quattro Advisors LLC | History | New | 519 | 34 | 0.03% | — | 436 | +519 | New | Q4 2025 | Feb 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 484 | 31 | 0.01% | — | 439 | +484 | New | Q4 2025 | Jan 09, 2026 |
| Creative Capital Management Investments LLC | History | New | 476 | 31 | 0.01% | — | 438 | +476 | New | Q4 2025 | Jan 23, 2026 |
| Avion Wealth | History | New | 475 | 31 | 0.01% | — | 437 | +475 | New | Q4 2025 | Jan 23, 2026 |
| Financial Avengers, Inc. | History | New | 461 | 30 | 0.01% | — | 440 | +461 | New | Q4 2025 | Mar 03, 2026 |
| Cornerstone Planning Group LLC | History | New | 448 | 27 | 0.0% | — | 441 | +448 | New | Q4 2025 | Feb 02, 2026 |
| Princeton Global Asset Management LLC | History | New | 340 | 22 | 0.0% | — | 442 | +340 | New | Q4 2025 | Jan 20, 2026 |
| Hurley Capital, LLC | History | New | 331 | 21 | 0.01% | — | 444 | +331 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 330 | 21 | 0.0% | — | 443 | +330 | New | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | New | 321 | 21 | 0.0% | — | 445 | +321 | New | Q4 2025 | Feb 13, 2026 |
| TD Capital Management LLC | History | New | 308 | 20 | 0.0% | — | 446 | +308 | New | Q4 2025 | Feb 26, 2026 |
| Harbor Asset Planning, Inc. | History | New | 275 | 18 | 0.02% | — | 447 | +275 | New | Q4 2025 | Jan 26, 2026 |
| Westside Investment Management, Inc. | History | New | 259 | 16 | 0.0% | — | 448 | +259 | New | Q4 2025 | Jan 23, 2026 |
| Kozak & Associates, Inc. | History | New | 221 | 14 | 0.0% | — | 449 | +221 | New | Q4 2025 | Jan 12, 2026 |
| Byrne Asset Management LLC | History | New | 214 | 14 | 0.01% | — | 450 | +214 | New | Q4 2025 | Jan 12, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 184 | 12 | 0.0% | — | 451 | +184 | New | Q4 2025 | Jan 21, 2026 |
| Sankala Group LLC | History | New | 182 | 10 | 0.01% | — | 454 | +182 | New | Q4 2025 | Mar 02, 2026 |
| Key FInancial Inc | History | New | 166 | 10 | 0.0% | — | 452 | +166 | New | Q4 2025 | Feb 09, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 175 | 10 | 0.01% | 0.02% | 453 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| REAP Financial Group, LLC | History | New | 149 | 9 | 0.0% | — | 457 | +149 | New | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | New | 146 | 9 | 0.0% | — | 455 | +146 | New | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO | History | New | 140 | 9 | 0.0% | — | 456 | +140 | New | Q4 2025 | Jan 26, 2026 |
| Addison Advisors LLC | History | New | 132 | 8 | 0.0% | — | 459 | +132 | New | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 128 | 8 | 0.0% | — | 458 | +128 | New | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | New | 100 | 6 | 0.0% | — | 460 | +100 | New | Q4 2025 | Feb 04, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 92 | 6 | 0.0% | — | 461 | +92 | New | Q4 2025 | Jan 29, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | New | 89 | 5 | 0.0% | — | 462 | +89 | New | Q4 2025 | Jan 14, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 80 | 5 | 0.0% | — | 463 | +80 | New | Q4 2025 | Jan 22, 2026 |
| Motiv8 Investments LLC | History | New | 49 | 3 | 0.0% | — | 465 | +49 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 48 | 3 | 0.0% | — | 464 | +48 | New | Q4 2025 | Feb 13, 2026 |
| Investors Portfolio Services LLC | History | New | 42 | 2 | 0.0% | — | 466 | +42 | New | Q4 2025 | Feb 09, 2026 |
| SHP Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Mar 04, 2026 |