AMERICAN CENTURY ETF TRUST - AVDE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Align Financial, LLC | History | New | 13,575,371 | 13,575,371 | 7.87% | — | 1 | +13,575,371 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Partners, LLC | History | New | 29,389 | 2,420,252 | 1.68% | — | 2 | +29,389 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,155,292 | 506,745 | 0.11% | 0.09% | 3 | +1,223,177 | 24.8% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,102,049 | 429,544 | 0.58% | 0.59% | 4 | +206,717 | 4.22% | Q4 2025 | Jan 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,392,964 | 361,628 | 0.11% | 0.09% | 5 | +324,275 | 7.97% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 5,824,926 | 360,181 | 0.49% | 0.45% | 6 | +2,219,229 | 61.55% | Q4 2025 | Mar 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 4,156,983 | 342,202 | 0.17% | 0.15% | 7 | +485,056 | 13.21% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 3,266,571 | 268,904 | 0.07% | 0.05% | 8 | +961,586 | 41.72% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,162,431 | 260,331 | 0.16% | 0.14% | 9 | +458,993 | 16.98% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,023,463 | 248,891 | 0.02% | 0.01% | 10 | +348,698 | 13.04% | Q4 2025 | Feb 17, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 2,935,460 | 241,647 | 18.02% | 17.71% | 11 | +127,137 | 4.53% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,926,406 | 240,901 | 0.13% | 0.13% | 12 | +286,660 | 10.86% | Q4 2025 | Feb 06, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 2,909,857 | 239,539 | 1.93% | 1.9% | 13 | -38,738 | -1.31% | Q4 2025 | Jan 27, 2026 |
| MORGAN STANLEY | History | Added to | 2,792,330 | 229,864 | 0.01% | 0.01% | 14 | +743,059 | 36.26% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,333,736 | 192,113 | 0.21% | 0.21% | 15 | -21,854 | -0.93% | Q4 2025 | Feb 06, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 1,887,261 | 155,359 | 2.97% | 3.58% | 16 | -244,051 | -11.45% | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,700,000 | 139,944 | 0.02% | 0.0% | 17 | +1,538,445 | 952.27% | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | Reduced | 1,675,774 | 137,949 | 0.89% | 0.9% | 18 | -9,082 | -0.54% | Q4 2025 | Jan 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 1,455,229 | 119,794 | 2.39% | — | 19 | +1,455,229 | New | Q4 2025 | Feb 05, 2026 |
| Oak Root LLC | History | Reduced | 1,427,068 | 117,476 | 14.2% | 13.84% | 20 | -87,231 | -5.76% | Q4 2025 | Jan 16, 2026 |
| Focus Partners Wealth | History | Added to | 1,383,904 | 113,922 | 0.13% | 0.17% | 21 | +24,867 | 1.83% | Q4 2025 | Feb 13, 2026 |
| Gradient Investments LLC | History | Added to | 1,362,051 | 112,124 | 1.78% | 1.73% | 22 | +47,939 | 3.65% | Q4 2025 | Jan 08, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 1,159,030 | 95,411 | 13.78% | 10.34% | 23 | +306,308 | 35.92% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Added to | 1,150,755 | 94,730 | 0.26% | 0.24% | 24 | +158,042 | 15.92% | Q4 2025 | Jan 26, 2026 |
| Financial Plan, Inc. | History | New | 1,135,214 | 93,450 | 10.73% | — | 25 | +1,135,214 | New | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | Added to | 1,061,289 | 87,365 | 0.01% | 0.01% | 26 | +83,675 | 8.56% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 998,842 | 82,224 | 0.03% | 0.02% | 27 | +211,831 | 26.92% | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 993,500 | 81,784 | 0.57% | 0.62% | 28 | +67,954 | 7.34% | Q4 2025 | Feb 18, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 943,601 | 77,677 | 6.47% | 5.99% | 29 | +82,949 | 9.64% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 934,180 | 76,901 | 0.01% | 0.01% | 30 | +83,668 | 9.84% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 899,049 | 74,009 | 2.47% | 1.93% | 31 | +183,470 | 25.64% | Q4 2025 | Feb 09, 2026 |
| Plancorp, LLC | History | Reduced | 866,461 | 71,327 | 2.16% | 2.16% | 32 | -7,028 | -0.8% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Added to | 829,051 | 68,247 | 0.1% | 0.11% | 33 | +5,352 | 0.65% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 787,033 | 64,788 | 0.21% | 0.16% | 34 | +138,794 | 21.41% | Q4 2025 | Feb 02, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Added to | 764,810 | 62,959 | 11.79% | 8.03% | 35 | +146,153 | 23.62% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 757,051 | 62,320 | 1.14% | 1.02% | 36 | +52,916 | 7.52% | Q4 2025 | Feb 11, 2026 |
| ATWOOD & PALMER INC | History | Added to | 757,012 | 62,317 | 3.54% | 3.41% | 37 | +20,900 | 2.84% | Q4 2025 | Jan 28, 2026 |
| ESL Trust Services, LLC | History | Added to | 744,966 | 61,325 | 11.77% | 11.21% | 38 | +20,659 | 2.85% | Q4 2025 | Feb 10, 2026 |
| Apella Capital, LLC | History | Added to | 682,150 | 56,154 | 1.11% | 1.12% | 39 | +49,699 | 7.86% | Q4 2025 | Jan 21, 2026 |
| Savant Capital, LLC | History | Added to | 661,446 | 54,450 | 0.31% | 0.29% | 40 | +48,045 | 7.83% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 655,629 | 53,971 | 0.23% | 0.21% | 41 | +42,868 | 7.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 647,787 | 53,325 | 0.04% | 0.04% | 42 | -19,675 | -2.95% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 645,440 | 53,132 | 0.43% | 0.29% | 43 | +272,932 | 73.27% | Q4 2025 | Feb 17, 2026 |
| HUB Investment Partners, LLC | History | New | 641,708 | 52,825 | 1.37% | — | 44 | +641,708 | New | Q4 2025 | Feb 17, 2026 |
| CGN Advisors LLC | History | Added to | 632,792 | 52,091 | 4.13% | 4.0% | 45 | +16,649 | 2.7% | Q4 2025 | Jan 05, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | New | 629,162 | 51,792 | 2.49% | — | 46 | +629,162 | New | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | Added to | 627,461 | 51,652 | 0.94% | 0.67% | 47 | +197,715 | 46.01% | Q4 2025 | Feb 17, 2026 |
| BSW Wealth Partners | History | Reduced | 623,903 | 51,359 | 6.16% | 6.37% | 48 | -24,165 | -3.73% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 619,237 | 50,975 | 0.07% | 0.06% | 49 | +37,257 | 6.4% | Q4 2025 | Feb 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 616,085 | 50,716 | 3.02% | 2.21% | 50 | +131,293 | 27.08% | Q4 2025 | Jan 30, 2026 |
| Versant Capital Management, Inc | History | Reduced | 599,355 | 49,338 | 6.19% | 6.51% | 51 | -6,741 | -1.11% | Q4 2025 | Jan 08, 2026 |
| &PARTNERS | History | Added to | 558,992 | 45,999 | 0.24% | 0.22% | 52 | +119,763 | 27.27% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 534,570 | 44,005 | 0.01% | 0.01% | 53 | +50,441 | 10.42% | Q4 2025 | Feb 10, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 511,740 | 43,804 | 2.84% | 2.63% | 54 | +31,351 | 6.53% | Q4 2025 | Jan 23, 2026 |
| McLean Asset Management Corp | History | Added to | 497,232 | 42,428 | 7.6% | 6.25% | 55 | +118,551 | 31.31% | Q4 2025 | Jan 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 503,214 | 41,424 | 0.17% | 0.08% | 56 | +279,419 | 124.85% | Q4 2025 | Feb 13, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 466,866 | 39,305 | 5.8% | 5.82% | 57 | +233,510 | 100.07% | Q4 2025 | Jan 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 471,974 | 38,852 | 0.51% | 0.52% | 58 | +18,954 | 4.18% | Q4 2025 | Feb 10, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 467,157 | 38,456 | 4.32% | 4.27% | 59 | +22,946 | 5.17% | Q4 2025 | Jan 12, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 457,028 | 37,622 | 3.88% | 4.21% | 60 | -63,681 | -12.23% | Q4 2025 | Jan 26, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 455,341 | 37,483 | 0.37% | 0.39% | 61 | -21,318 | -4.47% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 432,628 | 35,613 | 0.72% | 0.0% | 62 | +432,497 | 330150.38% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 424,763 | 34,966 | 0.06% | 0.05% | 63 | +115,143 | 37.19% | Q4 2025 | Mar 16, 2026 |
| IAM Advisory, LLC | History | Added to | 409,906 | 33,743 | 7.5% | 7.23% | 64 | +2,280 | 0.56% | Q4 2025 | Jan 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 408,468 | 33,625 | 0.05% | 0.06% | 65 | -9,560 | -2.29% | Q4 2025 | Feb 18, 2026 |
| Legacy Financial Strategies, LLC | History | New | 405,115 | 33,349 | 5.9% | — | 66 | +405,115 | New | Q4 2025 | Jan 23, 2026 |
| Zhang Financial LLC | History | Added to | 402,208 | 33,109 | 1.23% | 1.09% | 67 | +61,939 | 18.2% | Q4 2025 | Feb 10, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 385,965 | 31,772 | 0.37% | 0.36% | 68 | -6,774 | -1.72% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 374,424 | 30,823 | 0.08% | 0.04% | 69 | +167,675 | 81.1% | Q4 2025 | Feb 05, 2026 |
| JSF Financial, LLC | History | Reduced | 371,550 | 30,586 | 6.34% | 6.58% | 70 | -4,192 | -1.12% | Q4 2025 | Feb 04, 2026 |
| Strategic Blueprint, LLC | History | Added to | 359,717 | 29,611 | 1.75% | 0.99% | 71 | +71,416 | 24.77% | Q4 2025 | Jan 30, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 359,145 | 29,564 | 2.82% | 2.58% | 72 | +19,345 | 5.69% | Q4 2025 | Jan 29, 2026 |
| CVA Family Office, LLC | History | Added to | 357,058 | 29,392 | 3.38% | 2.81% | 73 | +80,330 | 29.03% | Q4 2025 | Jan 12, 2026 |
| Torren Management, LLC | History | New | 351,842 | 28,963 | 14.79% | — | 74 | +351,842 | New | Q4 2025 | Jan 30, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 341,526 | 28,114 | 9.32% | 9.46% | 75 | +738 | 0.22% | Q4 2025 | Jan 23, 2026 |
| Krilogy Financial LLC | History | Reduced | 321,391 | 27,980 | 0.95% | 1.07% | 76 | -40,215 | -11.12% | Q4 2025 | Jan 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 339,802 | 27,973 | 0.24% | 0.19% | 77 | +30,398 | 9.82% | Q4 2025 | Jan 05, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 338,979 | 27,904 | 0.78% | 1.6% | 78 | +14,608 | 4.5% | Q4 2025 | Feb 10, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 331,828 | 27,316 | 4.23% | 4.4% | 79 | -10,069 | -2.95% | Q4 2025 | Jan 21, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 326,357 | 26,865 | 3.84% | 0.95% | 80 | +244,826 | 300.29% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 326,232 | 26,855 | 0.02% | 0.01% | 81 | +81,524 | 33.31% | Q4 2025 | Feb 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 324,313 | 26,697 | 2.19% | 1.98% | 82 | -2,412 | -0.74% | Q4 2025 | Feb 17, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 309,823 | 26,520 | 3.45% | 3.32% | 83 | -611 | -0.2% | Q4 2025 | Jan 23, 2026 |
| ACT Advisors, LLC. | History | Added to | 311,150 | 25,613 | 10.1% | 9.82% | 84 | +2,803 | 0.91% | Q4 2025 | Jan 14, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 309,452 | 25,474 | 3.41% | 3.28% | 85 | +6,440 | 2.13% | Q4 2025 | Feb 17, 2026 |
| 55 North Private Wealth, LLC | History | New | 305,441 | 25,143 | 6.63% | — | 86 | +305,441 | New | Q4 2025 | Jan 27, 2026 |
| RVW Wealth, LLC | History | Reduced | 302,191 | 24,876 | 1.9% | 1.91% | 87 | -8,217 | -2.65% | Q4 2025 | Jan 12, 2026 |
| BWM Planning, LLC | History | Added to | 301,349 | 24,807 | 6.63% | 6.79% | 88 | +12,346 | 4.27% | Q4 2025 | Jan 14, 2026 |
| Yardley Wealth Management LLC | History | Reduced | 300,250 | 24,716 | 13.14% | 13.41% | 89 | -3,982 | -1.31% | Q4 2025 | Feb 05, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 300,172 | 24,710 | 14.19% | 14.16% | 90 | -8,671 | -2.81% | Q4 2025 | Feb 11, 2026 |
| Tarbox Family Office, Inc. | History | Added to | 299,518 | 24,656 | 3.97% | 3.45% | 91 | +1,722 | 0.58% | Q4 2025 | Jan 21, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 298,666 | 24,586 | 8.8% | 8.25% | 92 | -484 | -0.16% | Q4 2025 | Jan 16, 2026 |
| FOSTER & MOTLEY INC | History | New | 288,093 | 23,716 | 1.26% | — | 93 | +288,093 | New | Q4 2025 | Jan 15, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 282,417 | 23,248 | 7.14% | 7.35% | 94 | +5,695 | 2.06% | Q4 2025 | Feb 02, 2026 |
| HORAN Wealth, LLC | History | Added to | 281,879 | 23,204 | 3.56% | 2.08% | 95 | +114,776 | 68.69% | Q4 2025 | Feb 04, 2026 |
| B&D White Capital Company, LLC | History | Added to | 278,756 | 22,947 | 2.66% | 2.38% | 96 | +43,488 | 18.48% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 277,783 | 22,867 | 0.28% | 0.12% | 97 | +146,935 | 112.29% | Q4 2025 | Feb 11, 2026 |
| Visionary Wealth Advisors | History | Added to | 275,961 | 22,717 | 1.02% | 0.95% | 98 | +16,621 | 6.41% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 273,006 | 22,473 | 6.73% | 6.62% | 99 | +3,948 | 1.47% | Q4 2025 | Jan 30, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 272,208 | 22,408 | 10.16% | 9.92% | 100 | +11,756 | 4.51% | Q4 2025 | Jan 26, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 270,952 | 22,304 | 2.4% | 2.38% | 101 | +191 | 0.07% | Q4 2025 | Jan 28, 2026 |
| BCWM, LLC | History | Added to | 269,673 | 22,199 | 6.65% | 6.28% | 102 | +3,786 | 1.42% | Q4 2025 | Feb 11, 2026 |
| Wilkerson Advisory Group LLC | History | New | 265,284 | 21,838 | 7.69% | — | 103 | +265,284 | New | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 265,213 | 21,832 | 0.1% | 0.07% | 104 | +74,445 | 39.02% | Q4 2025 | Feb 17, 2026 |
| Mason & Associates Inc | History | Reduced | 262,715 | 21,626 | 4.07% | 4.23% | 105 | -3,477 | -1.31% | Q4 2025 | Feb 05, 2026 |
| Echo Wealth Management, LLC | History | Added to | 262,526 | 21,611 | 12.62% | 10.66% | 106 | +31,080 | 13.43% | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 259,266 | 21,342 | 0.0% | 0.0% | 107 | +48,260 | 22.87% | Q4 2025 | Feb 11, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 257,333 | 21,183 | 2.94% | 2.99% | 108 | -7,891 | -2.98% | Q4 2025 | Feb 04, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 253,645 | 20,880 | 0.55% | 1.28% | 109 | -322,203 | -55.95% | Q4 2025 | Feb 13, 2026 |
| Freedom Financial Partners LLC | History | Added to | 253,232 | 20,846 | 7.58% | 7.42% | 110 | +6,466 | 2.62% | Q4 2025 | Jan 06, 2026 |
| Trellis Wealth Advisors LLC | History | Reduced | 251,711 | 20,720 | 8.1% | 8.26% | 111 | -5,397 | -2.1% | Q4 2025 | Jan 26, 2026 |
| Family Investment Center, Inc. | History | Added to | 244,033 | 20,088 | 4.06% | 3.86% | 112 | +8,573 | 3.64% | Q4 2025 | Jan 23, 2026 |
| Disciplina Capital Management LLC | History | Added to | 238,761 | 19,654 | 2.25% | 2.29% | 113 | +706 | 0.3% | Q4 2025 | Feb 11, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 237,767 | 19,572 | 5.66% | 5.5% | 114 | +4,843 | 2.08% | Q4 2025 | Feb 12, 2026 |
| Highland Financial Advisors, LLC | History | Reduced | 232,297 | 19,122 | 5.3% | 5.26% | 115 | -348 | -0.15% | Q4 2025 | Jan 23, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 227,230 | 18,799 | 2.53% | 2.12% | 116 | +5,832 | 2.63% | Q4 2025 | Feb 11, 2026 |
| Burton Enright Welch | History | Reduced | 226,482 | 18,643 | 2.62% | 2.71% | 117 | -790 | -0.35% | Q4 2025 | Feb 13, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 218,063 | 17,950 | 5.12% | 0.71% | 118 | +188,774 | 644.52% | Q4 2025 | Feb 11, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 215,237 | 17,718 | 7.3% | 5.7% | 119 | -1,291 | -0.6% | Q4 2025 | Jan 28, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 211,150 | 17,381 | 2.01% | 1.92% | 120 | +8,692 | 4.29% | Q4 2025 | Feb 10, 2026 |
| Pearl Planning LLC | History | New | 207,659 | 17,094 | 10.45% | — | 121 | +207,659 | New | Q4 2025 | Feb 03, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 207,369 | 17,070 | 2.88% | 2.61% | 122 | +10,148 | 5.15% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 204,706 | 16,851 | 0.25% | 0.23% | 123 | +10,580 | 5.45% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 201,501 | 16,587 | 0.19% | 0.19% | 124 | -6,265 | -3.02% | Q4 2025 | Jan 20, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 200,137 | 16,475 | 4.78% | 4.8% | 125 | -2,798 | -1.38% | Q4 2025 | Jan 08, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 198,342 | 16,327 | 0.56% | 0.53% | 126 | -691 | -0.35% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Added to | 196,609 | 16,184 | 0.26% | 0.3% | 127 | +9,076 | 4.84% | Q4 2025 | Mar 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 193,784 | 15,952 | 0.0% | — | 128 | +193,784 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 192,723 | 15,864 | 0.04% | 0.04% | 129 | +23,557 | 13.93% | Q4 2025 | Feb 13, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 191,301 | 15,747 | 8.41% | 8.32% | 130 | +3,279 | 1.74% | Q4 2025 | Jan 29, 2026 |
| Passive Capital Management, LLC. | History | Added to | 186,437 | 15,347 | 4.8% | 4.75% | 131 | +1,850 | 1.0% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 186,126 | 15,321 | 0.56% | 0.49% | 132 | +30,539 | 19.63% | Q4 2025 | Feb 06, 2026 |
| AWM CAPITAL, LLC | History | Added to | 184,270 | 15,169 | 1.38% | 1.31% | 133 | +1,057 | 0.58% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 176,838 | 14,562 | 0.02% | 0.01% | 134 | +67,705 | 62.04% | Q4 2025 | Feb 17, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 174,999 | 14,405 | 0.93% | 0.96% | 135 | -4,058 | -2.27% | Q4 2025 | Feb 18, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 173,772 | 14,304 | 5.07% | 4.69% | 136 | +8,828 | 5.35% | Q4 2025 | Jan 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 172,374 | 14,189 | 0.05% | 0.06% | 137 | +8,548 | 5.22% | Q4 2025 | Feb 18, 2026 |
| Indivisible Partners | History | New | 171,356 | 14,106 | 1.53% | — | 138 | +171,356 | New | Q4 2025 | Feb 03, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 169,992 | 14,065 | 4.98% | 5.53% | 139 | -934 | -0.55% | Q4 2025 | Feb 11, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 166,767 | 13,728 | 0.76% | 0.77% | 140 | +3,983 | 2.45% | Q4 2025 | Feb 02, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 165,262 | 13,604 | 1.57% | 1.57% | 141 | +2,457 | 1.51% | Q4 2025 | Jan 28, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 154,314 | 12,703 | 2.16% | 2.12% | 143 | +8,874 | 6.1% | Q4 2025 | Jan 12, 2026 |
| Lutz Financial Services LLC | History | Reduced | 154,322 | 12,703 | 0.86% | 0.89% | 142 | -1,544 | -0.99% | Q4 2025 | Feb 06, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 154,258 | 12,698 | 6.42% | 6.16% | 144 | +11,682 | 8.19% | Q4 2025 | Jan 21, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 153,326 | 12,621 | 1.44% | 2.03% | 145 | -58,099 | -27.48% | Q4 2025 | Feb 10, 2026 |
| Advisory Resource Group | History | Added to | 148,211 | 12,200 | 2.15% | 2.09% | 146 | +492 | 0.33% | Q4 2025 | Feb 12, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 139,543 | 12,090 | 5.65% | 5.33% | 147 | +29,782 | 27.13% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 144,708 | 11,912 | 0.05% | — | 148 | +144,708 | New | Q4 2025 | Feb 05, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 141,759 | 11,669 | 4.91% | 4.8% | 149 | +445 | 0.31% | Q4 2025 | Jan 23, 2026 |
| WorthPointe, LLC | History | Reduced | 141,554 | 11,652 | 3.06% | 4.48% | 150 | -10,027 | -6.61% | Q4 2025 | Jan 26, 2026 |
| Mason & Associates, LLC | History | New | 139,013 | 11,443 | 2.6% | — | 151 | +139,013 | New | Q4 2025 | Jan 21, 2026 |
| GeoWealth Management, LLC | History | New | 139,006 | 11,442 | 0.42% | — | 152 | +139,006 | New | Q4 2025 | Feb 17, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 137,727 | 11,337 | 1.35% | 1.33% | 153 | -987 | -0.71% | Q4 2025 | Feb 17, 2026 |
| Financial Symmetry Inc | History | Added to | 137,682 | 11,333 | 4.62% | 4.84% | 154 | +807 | 0.59% | Q4 2025 | Jan 28, 2026 |
| CENTRAL TRUST Co | History | Added to | 133,990 | 11,030 | 0.22% | 0.14% | 155 | +48,099 | 56.0% | Q4 2025 | Feb 02, 2026 |
| Meridian Wealth Advisors, LLC | History | New | 130,534 | 10,745 | 1.49% | — | 156 | +130,534 | New | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 127,900 | 10,528 | 0.14% | 0.16% | 157 | +19,111 | 17.57% | Q4 2025 | Feb 06, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 124,568 | 10,254 | 2.48% | 2.28% | 158 | +8,472 | 7.3% | Q4 2025 | Feb 11, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 123,442 | 10,161 | 1.6% | 1.66% | 159 | -4,125 | -3.23% | Q4 2025 | Jan 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 122,263 | 10,064 | 0.0% | 0.0% | 160 | +22,350 | 22.37% | Q4 2025 | Feb 12, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 121,875 | 10,032 | 7.01% | 6.55% | 161 | -53,504 | -30.51% | Q4 2025 | Feb 06, 2026 |
| Independence Bank of Kentucky | History | Added to | 120,597 | 9,927 | 1.23% | 0.79% | 162 | +42,745 | 54.91% | Q4 2025 | Jan 20, 2026 |
| Trace Wealth Advisors, LLC | History | Added to | 119,651 | 9,849 | 7.12% | 7.05% | 163 | +45 | 0.04% | Q4 2025 | Feb 12, 2026 |
| AGH Wealth Advisors, LLC | History | Added to | 118,879 | 9,787 | 7.35% | 6.77% | 164 | +1,867 | 1.6% | Q4 2025 | Feb 04, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 116,132 | 9,559 | 2.58% | 2.29% | 165 | +17,875 | 18.19% | Q4 2025 | Feb 09, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 114,353 | 9,413 | 0.17% | 0.18% | 166 | +188 | 0.16% | Q4 2025 | Jan 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 113,910 | 9,377 | 0.07% | — | 167 | +113,910 | New | Q4 2025 | Feb 18, 2026 |
| Divergent Planning, LLC | History | Added to | 109,710 | 9,124 | 2.33% | 2.29% | 168 | +2,149 | 2.0% | Q4 2025 | Jan 12, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 109,906 | 9,047 | 1.71% | 1.71% | 169 | -2,587 | -2.3% | Q4 2025 | Jan 30, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 109,162 | 8,986 | 2.35% | 2.28% | 170 | +5,398 | 5.2% | Q4 2025 | Jan 16, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 108,729 | 8,950 | 5.8% | 4.19% | 171 | +43,267 | 66.09% | Q4 2025 | Jan 26, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 108,044 | 8,894 | 4.45% | 4.26% | 172 | +8,854 | 8.93% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 107,381 | 8,839 | 0.02% | 0.0% | 173 | +92,698 | 631.33% | Q4 2025 | Feb 17, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 105,206 | 8,660 | 2.87% | 2.89% | 174 | -3,272 | -3.02% | Q4 2025 | Jan 22, 2026 |
| ABLE Financial Group, LLC | History | Added to | 104,255 | 8,582 | 1.74% | 1.65% | 175 | +7,670 | 7.94% | Q4 2025 | Jan 23, 2026 |
| Annandale Capital, LLC | History | Reduced | 103,717 | 8,538 | 1.01% | 1.41% | 176 | -1,608 | -1.53% | Q4 2025 | Feb 12, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 103,004 | 8,479 | 2.93% | 2.58% | 177 | +19,898 | 23.94% | Q4 2025 | Jan 08, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 99,306 | 8,174 | 3.47% | 3.4% | 178 | +623 | 0.63% | Q4 2025 | Jan 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 96,391 | 7,934 | 0.88% | 1.01% | 179 | +1,158 | 1.22% | Q4 2025 | Feb 11, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 95,743 | 7,881 | 0.33% | 0.34% | 180 | -3,339 | -3.37% | Q4 2025 | Jan 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 94,230 | 7,757 | 0.09% | 0.13% | 181 | -2,000 | -2.08% | Q4 2025 | Jan 29, 2026 |
| LANE BROTHERS & CO INC | History | New | 92,918 | 7,649 | 5.54% | — | 182 | +92,918 | New | Q4 2025 | Mar 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 92,181 | 7,588 | 0.25% | 0.26% | 183 | -1,333 | -1.43% | Q4 2025 | Feb 06, 2026 |
| Elyxium Wealth, LLC | History | New | 92,162 | 7,586 | 2.1% | — | 184 | +92,162 | New | Q4 2025 | Feb 05, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Reduced | 92,085 | 7,580 | 2.05% | 1.87% | 185 | -193 | -0.21% | Q4 2025 | Jan 06, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 87,197 | 7,554 | 0.19% | 0.18% | 186 | -564 | -0.64% | Q4 2025 | Jan 28, 2026 |
| Activest Wealth Management | History | Added to | 91,531 | 7,534 | 1.41% | 1.29% | 187 | +11,086 | 13.78% | Q4 2025 | Jan 30, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | New | 91,320 | 7,517 | 2.03% | — | 188 | +91,320 | New | Q4 2025 | Feb 02, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 91,265 | 7,512 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Added to | 86,176 | 7,094 | 0.04% | 0.02% | 190 | +46,219 | 115.67% | Q4 2025 | Feb 13, 2026 |
| Burk Holdings LLC | History | Reduced | 85,882 | 7,069 | 3.37% | 3.73% | 191 | -2,576 | -2.91% | Q4 2025 | Feb 12, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Added to | 84,220 | 6,932 | 6.41% | 3.46% | 192 | +39,760 | 89.43% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 83,396 | 6,865 | 0.36% | 0.37% | 193 | -1,319 | -1.56% | Q4 2025 | Feb 05, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 82,413 | 6,784 | 1.24% | 1.22% | 194 | +33 | 0.04% | Q4 2025 | Jan 26, 2026 |
| Western Reserve Capital Management, LLC | History | New | 80,557 | 6,631 | 6.18% | — | 195 | +80,557 | New | Q4 2025 | Feb 10, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 72,830 | 6,575 | 2.72% | 2.71% | 196 | -2,507 | -3.33% | Q4 2025 | Feb 13, 2026 |
| Clark Wealth Partners | History | No change | 79,860 | 6,574 | 4.0% | 4.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 79,624 | 6,567 | 1.79% | 1.7% | 198 | +4,792 | 6.4% | Q4 2025 | Jan 28, 2026 |
| Greenspring Advisors, LLC | History | Added to | 78,353 | 6,450 | 0.4% | 0.16% | 199 | +67,089 | 595.61% | Q4 2025 | Feb 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 77,627 | 6,390 | 0.3% | 0.33% | 200 | -1,270 | -1.61% | Q4 2025 | Jan 12, 2026 |
| Holcombe Financial, Inc. | History | Reduced | 76,643 | 6,309 | 3.96% | 4.63% | 201 | -7,486 | -8.9% | Q4 2025 | Jan 27, 2026 |
| marrick wealth, LLC | History | New | 76,620 | 6,307 | 5.16% | — | 202 | +76,620 | New | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 76,568 | 6,303 | 0.02% | — | 203 | +76,568 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 76,278 | 6,279 | 0.07% | 0.06% | 204 | +25,117 | 49.09% | Q4 2025 | Jan 23, 2026 |
| Lifestyle Asset Management, Inc. | History | Reduced | 76,208 | 6,273 | 2.04% | 2.13% | 205 | -2,789 | -3.53% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 75,515 | 6,216 | 0.0% | 0.0% | 206 | +17,332 | 29.79% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 75,176 | 6,188 | 0.22% | 0.17% | 207 | +14,967 | 24.86% | Q4 2025 | Jan 13, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 75,124 | 6,184 | 2.81% | 2.67% | 208 | -1,024 | -1.34% | Q4 2025 | Jan 07, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 74,847 | 6,161 | 1.3% | 1.0% | 209 | +26,125 | 53.62% | Q4 2025 | Feb 13, 2026 |
| Brown Financial Advisors | History | Reduced | 74,636 | 6,144 | 2.25% | 2.18% | 210 | -41 | -0.05% | Q4 2025 | Feb 17, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 73,654 | 6,063 | 5.02% | 4.9% | 211 | +1,306 | 1.81% | Q4 2025 | Feb 06, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 72,584 | 5,975 | 4.97% | — | 212 | +72,584 | New | Q4 2025 | Feb 06, 2026 |
| Wedmont Private Capital | History | Added to | 70,734 | 5,937 | 0.21% | 0.21% | 213 | +1,043 | 1.5% | Q4 2025 | Jan 08, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 71,608 | 5,894 | 2.33% | 2.23% | 214 | +4,987 | 7.49% | Q4 2025 | Jan 22, 2026 |
| Petros Family Wealth, LLC | History | Added to | 70,910 | 5,837 | 3.89% | 3.36% | 215 | +20,065 | 39.46% | Q4 2025 | Jan 14, 2026 |
| Certified Advisory Corp | History | Added to | 69,998 | 5,762 | 0.52% | 0.26% | 216 | +34,946 | 99.7% | Q4 2025 | Jan 12, 2026 |
| REDW Wealth LLC | History | Added to | 68,895 | 5,671 | 2.16% | 1.93% | 217 | +4,049 | 6.24% | Q4 2025 | Jan 28, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 65,084 | 5,357 | 0.52% | 0.51% | 218 | -218 | -0.33% | Q4 2025 | Jan 29, 2026 |
| Waterfront Wealth Inc. | History | Added to | 60,772 | 5,312 | 1.01% | 0.93% | 219 | +3,335 | 5.81% | Q4 2025 | Jan 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 64,121 | 5,278 | 0.09% | 0.06% | 220 | +31,108 | 94.23% | Q4 2025 | Feb 19, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 62,820 | 5,171 | 0.31% | 0.28% | 221 | +1,107 | 1.79% | Q4 2025 | Jan 20, 2026 |
| Madrid Wealth Management, LLC | History | New | 62,313 | 5,129 | 4.16% | — | 222 | +62,313 | New | Q4 2025 | Feb 02, 2026 |
| BLVD Private Wealth, LLC | History | Added to | 62,046 | 5,107 | 4.45% | 4.17% | 223 | +437 | 0.71% | Q4 2025 | Jan 27, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 60,852 | 5,009 | 2.76% | 0.96% | 224 | +42,483 | 231.28% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 60,369 | 4,969 | 1.46% | 1.55% | 225 | -3,943 | -6.13% | Q4 2025 | Jan 08, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 60,087 | 4,946 | 1.4% | 1.36% | 226 | +1,132 | 1.92% | Q4 2025 | Feb 05, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 59,999 | 4,939 | 0.22% | 0.19% | 227 | +12,333 | 25.87% | Q4 2025 | Feb 10, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 59,829 | 4,925 | 0.88% | — | 228 | +59,829 | New | Q4 2025 | Feb 06, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 59,414 | 4,890 | 2.0% | 2.03% | 229 | -721 | -1.2% | Q4 2025 | Jan 08, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 59,339 | 4,884 | 0.42% | 0.42% | 230 | -289 | -0.48% | Q4 2025 | Jan 05, 2026 |
| NOVEM GROUP | History | New | 59,161 | 4,870 | 0.56% | — | 231 | +59,161 | New | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Added to | 58,628 | 4,826 | 0.01% | 0.01% | 232 | +1,041 | 1.81% | Q4 2025 | Feb 13, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 57,900 | 4,766 | 2.1% | 2.16% | 233 | -1,177 | -1.99% | Q4 2025 | Jan 30, 2026 |
| McCartney Wealth Management LLC | History | New | 57,890 | 4,765 | 4.11% | — | 234 | +57,890 | New | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 57,817 | 4,759 | 0.07% | 0.06% | 235 | +2,947 | 5.37% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 57,207 | 4,709 | 0.11% | 0.11% | 236 | +408 | 0.72% | Q4 2025 | Feb 13, 2026 |
| Wheels Up Wealth, Inc. | History | New | 56,509 | 4,651 | 4.33% | — | 237 | +56,509 | New | Q4 2025 | Feb 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 55,452 | 4,564 | 0.52% | 0.51% | 238 | +334 | 0.61% | Q4 2025 | Jan 14, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 54,809 | 4,511 | 1.12% | 1.0% | 239 | +3,751 | 7.35% | Q4 2025 | Jan 28, 2026 |
| Evensky & Katz LLC | History | Reduced | 54,556 | 4,491 | 0.25% | 0.25% | 240 | -574 | -1.04% | Q4 2025 | Feb 05, 2026 |
| Orion Capital Management LLC | History | Added to | 54,368 | 4,475 | 1.5% | 1.4% | 241 | +3,391 | 6.65% | Q4 2025 | Feb 03, 2026 |
| Flagstone Financial Management | History | Reduced | 52,904 | 4,355 | 1.12% | 1.11% | 242 | -437 | -0.82% | Q4 2025 | Feb 09, 2026 |
| Symmetry Partners, LLC | History | Reduced | 52,873 | 4,352 | 0.26% | 0.47% | 243 | -2,383 | -4.31% | Q4 2025 | Jan 27, 2026 |
| Grove Bank & Trust | History | Added to | 52,057 | 4,285 | 0.48% | 0.43% | 244 | +5,167 | 11.02% | Q4 2025 | Jan 08, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 50,954 | 4,194 | 1.15% | 0.9% | 246 | +14,821 | 41.02% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 50,959 | 4,194 | 0.1% | 0.09% | 245 | +6,923 | 15.72% | Q4 2025 | Feb 17, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 50,361 | 4,145 | 0.7% | 0.66% | 247 | +934 | 1.89% | Q4 2025 | Jan 23, 2026 |
| Family Office Research LLC | History | Added to | 49,995 | 4,128 | 1.69% | 1.68% | 248 | +1,409 | 2.9% | Q4 2025 | Feb 09, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 49,851 | 4,103 | 0.48% | 0.65% | 249 | +2,137 | 4.48% | Q4 2025 | Feb 13, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 49,469 | 4,072 | 0.89% | 0.78% | 250 | +584 | 1.19% | Q4 2025 | Feb 02, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 49,129 | 4,044 | 2.32% | 2.18% | 251 | +3,613 | 7.94% | Q4 2025 | Feb 10, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 47,330 | 3,896 | 0.66% | 0.34% | 252 | +22,217 | 88.47% | Q4 2025 | Jan 27, 2026 |
| COMERICA BANK | History | Added to | 47,173 | 3,883 | 0.02% | 0.01% | 253 | +1,621 | 3.56% | Q4 2025 | Jan 29, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | New | 46,921 | 3,862 | 3.6% | — | 254 | +46,921 | New | Q4 2025 | Jan 16, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Added to | 46,749 | 3,848 | 3.34% | 2.57% | 255 | +7,220 | 18.27% | Q4 2025 | Feb 05, 2026 |
| Paladin Wealth, LLC | History | Added to | 45,688 | 3,761 | 2.57% | 2.16% | 256 | +7,985 | 21.18% | Q4 2025 | Jan 15, 2026 |
| Capstone Wealth Management, Inc. | History | New | 45,211 | 3,754 | 3.29% | — | 257 | +45,211 | New | Q4 2025 | Feb 20, 2026 |
| Paul R. Ried Financial Group, LLC | History | Reduced | 45,483 | 3,744 | 1.77% | 1.82% | 258 | -199 | -0.44% | Q4 2025 | Feb 06, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 45,148 | 3,716 | 0.49% | 0.51% | 259 | -1,677 | -3.58% | Q4 2025 | Jan 16, 2026 |
| Falcon Wealth Planning | History | Added to | 45,127 | 3,714 | 0.31% | 0.32% | 260 | +41 | 0.09% | Q4 2025 | Feb 03, 2026 |
| Herold Advisors, Inc. | History | Added to | 43,847 | 3,609 | 0.81% | 0.78% | 261 | +1,417 | 3.34% | Q4 2025 | Feb 17, 2026 |
| Plum Street Advisors, LLC | History | Added to | 43,762 | 3,602 | 1.28% | 1.32% | 262 | +412 | 0.95% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 43,565 | 3,586 | 0.07% | 0.05% | 263 | +27,617 | 173.17% | Q4 2025 | Feb 11, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 42,559 | 3,583 | 0.34% | 0.34% | 264 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 42,620 | 3,508 | 0.23% | 0.22% | 265 | +948 | 2.27% | Q4 2025 | Jan 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 42,040 | 3,460 | 0.02% | 0.01% | 266 | +16,475 | 64.44% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 41,740 | 3,435 | 0.03% | 0.02% | 267 | +2,606 | 6.66% | Q4 2025 | Feb 12, 2026 |
| MCF Advisors LLC | History | New | 40,908 | 3,367 | 0.19% | — | 268 | +40,908 | New | Q4 2025 | Feb 11, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 40,564 | 3,339 | 0.27% | 0.26% | 269 | +2,084 | 5.42% | Q4 2025 | Jan 23, 2026 |
| Networth Advisors, LLC | History | New | 40,338 | 3,320 | 2.45% | — | 270 | +40,338 | New | Q4 2025 | Jan 22, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 40,023 | 3,294 | 0.45% | 0.4% | 271 | +1,700 | 4.44% | Q4 2025 | Jan 20, 2026 |
| Meredith Wealth Planning | History | Reduced | 39,759 | 3,272 | 0.97% | 1.02% | 272 | -1,154 | -2.82% | Q4 2025 | Jan 16, 2026 |
| MOTCO | History | Reduced | 39,573 | 3,257 | 0.3% | 0.3% | 273 | -2,371 | -5.65% | Q4 2025 | Feb 06, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 39,380 | 3,241 | 0.53% | 0.64% | 274 | -4,980 | -11.23% | Q4 2025 | Feb 04, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 38,639 | 3,180 | 1.48% | 1.57% | 275 | -70 | -0.18% | Q4 2025 | Jan 26, 2026 |
| StrongBox Wealth, LLC | History | New | 38,258 | 3,149 | 1.03% | — | 276 | +38,258 | New | Q4 2025 | Jan 21, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 37,971 | 3,125 | 0.73% | 0.76% | 277 | -2,363 | -5.86% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 37,726 | 3,105 | 0.02% | 0.02% | 278 | -4,446 | -10.54% | Q4 2025 | Jan 29, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 37,725 | 3,105 | 0.27% | 0.24% | 279 | +2,990 | 8.61% | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 37,593 | 3,094 | 0.39% | 0.37% | 280 | +3,095 | 8.97% | Q4 2025 | Jan 21, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 37,531 | 3,089 | 0.56% | 0.54% | 281 | +64 | 0.17% | Q4 2025 | Feb 17, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 37,270 | 3,068 | 0.76% | 0.84% | 282 | -4,363 | -10.48% | Q4 2025 | Jan 29, 2026 |
| Heirloom Wealth Management | History | Added to | 37,061 | 3,050 | 0.7% | 0.65% | 283 | +2,731 | 7.96% | Q4 2025 | Jan 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 37,042 | 3,049 | 0.02% | 0.02% | 284 | -10,976 | -22.86% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 36,874 | 3,035 | 0.0% | — | 285 | +36,874 | New | Q4 2025 | Mar 25, 2026 |
| Prospect Financial Group LLC | History | Reduced | 36,740 | 3,024 | 2.81% | 2.84% | 286 | -177 | -0.48% | Q4 2025 | Feb 10, 2026 |
| Approach Retirement Advisors, LLC | History | New | 36,362 | 2,993 | 2.58% | — | 287 | +36,362 | New | Q4 2025 | Jan 29, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 36,054 | 2,967 | 0.61% | 0.6% | 288 | +207 | 0.58% | Q4 2025 | Feb 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 36,030 | 2,965 | 0.05% | 0.05% | 289 | +6,400 | 21.6% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 35,914 | 2,956 | 0.31% | 0.31% | 290 | +882 | 2.52% | Q4 2025 | Feb 13, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 34,938 | 2,876 | 1.3% | 1.27% | 291 | +331 | 0.96% | Q4 2025 | Jan 22, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 33,349 | 2,745 | 1.89% | 1.81% | 292 | -419 | -1.24% | Q4 2025 | Jan 22, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 33,195 | 2,732 | 0.28% | 0.33% | 293 | -3,428 | -9.36% | Q4 2025 | Feb 06, 2026 |
| Haven Private, LLC | History | Reduced | 33,134 | 2,727 | 1.19% | 1.17% | 294 | -487 | -1.45% | Q4 2025 | Feb 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 33,029 | 2,718 | 0.78% | 1.09% | 295 | -11,552 | -25.91% | Q4 2025 | Feb 11, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 32,626 | 2,685 | 1.52% | 1.26% | 296 | +7,179 | 28.21% | Q4 2025 | Feb 03, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 32,333 | 2,661 | 0.57% | 0.58% | 297 | +2,861 | 9.71% | Q4 2025 | Feb 09, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 31,803 | 2,618 | 1.04% | 0.67% | 298 | +12,802 | 67.38% | Q4 2025 | Feb 02, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 31,434 | 2,587 | 1.3% | 1.29% | 299 | +1,114 | 3.67% | Q4 2025 | Feb 06, 2026 |
| Level Financial Advisors | History | Added to | 31,255 | 2,572 | 0.68% | 0.66% | 300 | +1,492 | 5.01% | Q4 2025 | Jan 26, 2026 |
| Sunpointe, LLC | History | No change | 30,322 | 2,496 | 0.83% | 0.86% | 301 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Payne Capital LLC | History | Added to | 30,197 | 2,485 | 2.53% | 2.41% | 302 | +63 | 0.21% | Q4 2025 | Jan 20, 2026 |
| Mendota Financial Group, LLC | History | Added to | 29,448 | 2,424 | 1.76% | 0.54% | 303 | +20,264 | 220.64% | Q4 2025 | Jan 20, 2026 |
| Cetera Trust Company, N.A | History | No change | 29,437 | 2,423 | 1.3% | 1.3% | 304 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nova R Wealth, Inc. | History | Added to | 29,254 | 2,408 | 0.88% | 0.81% | 305 | +4,965 | 20.44% | Q4 2025 | Jan 14, 2026 |
| CAP Partners, LLC | History | Reduced | 28,950 | 2,383 | 1.35% | 1.31% | 306 | -270 | -0.92% | Q4 2025 | Feb 04, 2026 |
| NWAM LLC | History | Added to | 27,648 | 2,363 | 0.13% | 0.12% | 307 | +507 | 1.87% | Q4 2025 | Feb 04, 2026 |
| Glenview Trust Co | History | Added to | 28,604 | 2,354 | 0.04% | 0.03% | 308 | +5,223 | 22.34% | Q4 2025 | Feb 09, 2026 |
| SouthState Bank Corp | History | Reduced | 27,966 | 2,302 | 0.1% | 0.11% | 309 | -1,561 | -5.29% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 27,879 | 2,294 | 0.0% | 0.0% | 310 | +1,981 | 7.65% | Q4 2025 | Feb 12, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 27,743 | 2,283 | 0.52% | 0.62% | 311 | -4,890 | -14.98% | Q4 2025 | Jan 06, 2026 |
| Balance Wealth, LLC | History | Added to | 27,679 | 2,278 | 0.73% | 0.45% | 312 | +4,470 | 19.26% | Q4 2025 | Jan 21, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 27,659 | 2,276 | 1.91% | — | 313 | +27,659 | New | Q4 2025 | Feb 05, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 27,454 | 2,260 | 0.18% | 0.12% | 314 | +8,767 | 46.91% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 27,444 | 2,259 | 0.03% | 0.03% | 315 | +259 | 0.95% | Q4 2025 | Feb 13, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 27,406 | 2,256 | 1.02% | 1.01% | 316 | -1,088 | -3.82% | Q4 2025 | Jan 26, 2026 |
| Trailhead Planners LLC | History | New | 27,220 | 2,240 | 2.2% | — | 317 | +27,220 | New | Q4 2025 | Feb 12, 2026 |
| Prosperity Planning, Inc. | History | Added to | 26,692 | 2,197 | 0.57% | 0.54% | 318 | +1,356 | 5.35% | Q4 2025 | Jan 14, 2026 |
| RAM Investment Partners, LLC | History | No change | 26,477 | 2,179 | 0.39% | 0.39% | 319 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 26,183 | 2,155 | 1.21% | 1.18% | 320 | +18 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 25,881 | 2,130 | 0.02% | 0.01% | 321 | +9,624 | 59.2% | Q4 2025 | Feb 05, 2026 |
| Private Wealth Management Group, LLC | History | No change | 25,732 | 2,118 | 0.57% | 0.56% | 322 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Brown Financial Advisory | History | No change | 25,603 | 2,107 | 1.06% | 1.06% | 323 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 25,588 | 2,106 | 0.03% | 0.02% | 324 | +4,039 | 18.74% | Q4 2025 | Jan 29, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 24,768 | 2,081 | 0.05% | 0.04% | 325 | +3,597 | 16.99% | Q4 2025 | Jan 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 24,958 | 2,054 | 0.05% | 0.03% | 326 | +11,682 | 87.99% | Q4 2025 | Jan 23, 2026 |
| Berman McAleer LLC | History | Added to | 24,095 | 1,983 | 0.27% | 0.25% | 327 | +1,829 | 8.21% | Q4 2025 | Feb 05, 2026 |
| LAM GROUP, INC. | History | Added to | 23,705 | 1,951 | 1.12% | 1.05% | 328 | +2,230 | 10.38% | Q4 2025 | Jan 23, 2026 |
| Fonville Wealth Management LLC | History | No change | 23,534 | 1,937 | 0.4% | 0.42% | 329 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 23,219 | 1,911 | 0.07% | — | 330 | +23,219 | New | Q4 2025 | Jan 15, 2026 |
| Pacific Asset Management, LLC | History | Added to | 22,989 | 1,892 | 1.14% | 1.19% | 331 | +785 | 3.54% | Q4 2025 | Jan 28, 2026 |
| Evanson Asset Management, LLC | History | Added to | 22,641 | 1,863 | 0.1% | 0.1% | 332 | +178 | 0.79% | Q4 2025 | Jan 12, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 22,552 | 1,856 | 0.15% | 0.15% | 333 | +132 | 0.59% | Q4 2025 | Feb 09, 2026 |
| Wealthfront Advisers LLC | History | Added to | 22,168 | 1,824 | 0.0% | 0.0% | 334 | +2,905 | 15.08% | Q4 2025 | Jan 30, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 22,108 | 1,819 | 0.04% | — | 335 | +22,108 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 21,940 | 1,815 | 0.07% | 0.01% | 336 | +19,167 | 691.2% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Added to | 22,041 | 1,814 | 0.0% | 0.0% | 337 | +547 | 2.54% | Q4 2025 | Feb 12, 2026 |
| Merited Wealth, LLC | History | New | 21,959 | 1,807 | 1.68% | — | 338 | +21,959 | New | Q4 2025 | Mar 26, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | New | 21,551 | 1,774 | 1.55% | — | 339 | +21,551 | New | Q4 2025 | Feb 12, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 20,865 | 1,717 | 1.18% | 0.88% | 340 | +4,800 | 29.88% | Q4 2025 | Jan 21, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 20,764 | 1,709 | 1.33% | 1.28% | 341 | -99 | -0.47% | Q4 2025 | Feb 10, 2026 |
| Thayer Financial, L.L.C. | History | New | 20,706 | 1,704 | 1.8% | — | 342 | +20,706 | New | Q4 2025 | Jan 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 20,528 | 1,689 | 0.13% | 0.12% | 343 | +2,178 | 11.87% | Q4 2025 | Jan 07, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 20,455 | 1,683 | 0.15% | 0.14% | 344 | +928 | 4.75% | Q4 2025 | Jan 26, 2026 |
| Apollon Wealth Management, LLC | History | No change | 20,321 | 1,672 | 0.03% | 0.03% | 345 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Life Planning Partners, Inc | History | Reduced | 20,291 | 1,670 | 1.28% | 1.19% | 346 | -334 | -1.62% | Q4 2025 | Jan 16, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 19,984 | 1,645 | 0.39% | 0.38% | 347 | +1,191 | 6.34% | Q4 2025 | Jan 12, 2026 |
| SOL Capital Management CO | History | Reduced | 19,769 | 1,627 | 0.15% | 0.14% | 348 | -352 | -1.75% | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 19,524 | 1,607 | 0.01% | 0.01% | 349 | +1,688 | 9.46% | Q4 2025 | Feb 12, 2026 |
| Avant Financial Advisors LLC | History | Added to | 19,412 | 1,597 | 1.15% | 1.14% | 350 | +222 | 1.16% | Q4 2025 | Jan 15, 2026 |
| UPTICK PARTNERS, LLC | History | New | 19,255 | 1,585 | 0.34% | — | 352 | +19,255 | New | Q4 2025 | Feb 02, 2026 |
| Merit Financial Group, LLC | History | Added to | 19,262 | 1,585 | 0.01% | 0.01% | 351 | +7,089 | 58.24% | Q4 2025 | Jan 26, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 19,169 | 1,577 | 0.51% | 0.25% | 353 | -444 | -2.26% | Q4 2025 | Jan 27, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 19,133 | 1,575 | 0.05% | 0.04% | 354 | +5,120 | 36.54% | Q4 2025 | Feb 12, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 18,646 | 1,534 | 0.54% | 0.59% | 355 | -2,182 | -10.48% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 18,570 | 1,528 | 0.05% | 0.05% | 356 | -6 | -0.03% | Q4 2025 | Feb 17, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Reduced | 18,490 | 1,522 | 1.2% | 1.24% | 357 | -125 | -0.67% | Q4 2025 | Feb 09, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 18,293 | 1,505 | 0.49% | 0.52% | 358 | -554 | -2.94% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | No change | 17,757 | 1,461 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LRI Investments, LLC | History | No change | 17,675 | 1,455 | 0.12% | 0.11% | 360 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Quadrature Capital Ltd | History | New | 17,525 | 1,442 | 0.01% | — | 362 | +17,525 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 17,523 | 1,442 | 0.0% | 0.0% | 361 | +1,260 | 7.75% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 17,213 | 1,416 | 0.0% | 0.0% | 363 | -151 | -0.87% | Q4 2025 | Feb 02, 2026 |
| Truepoint, Inc. | History | Reduced | 16,934 | 1,394 | 0.03% | 0.03% | 364 | -281 | -1.63% | Q4 2025 | Feb 11, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 16,927 | 1,393 | 0.46% | 0.42% | 365 | +1,490 | 9.65% | Q4 2025 | Feb 05, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 16,871 | 1,388 | 0.3% | — | 366 | +16,871 | New | Q4 2025 | Feb 18, 2026 |
| Aspirean Wealth, LLC | History | New | 16,827 | 1,385 | 1.51% | — | 367 | +16,827 | New | Q4 2025 | Feb 17, 2026 |
| Magnus Financial Group LLC | History | Added to | 16,664 | 1,371 | 0.1% | 0.1% | 368 | +1,185 | 7.66% | Q4 2025 | Jan 07, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 15,842 | 1,304 | 0.3% | 0.31% | 369 | +277 | 1.78% | Q4 2025 | Jan 21, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 15,354 | 1,299 | 0.16% | 0.09% | 370 | +7,151 | 87.18% | Q4 2025 | Jan 14, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 15,520 | 1,277 | 0.69% | 0.57% | 371 | +2,702 | 21.08% | Q4 2025 | Feb 02, 2026 |
| Aurelius Family Office LLC | History | Reduced | 15,102 | 1,269 | 0.55% | 0.56% | 372 | -829 | -5.2% | Q4 2025 | Jan 09, 2026 |
| Breakwater Capital Group | History | Added to | 15,330 | 1,261 | 0.18% | 0.15% | 373 | +2,466 | 19.17% | Q4 2025 | Jan 09, 2026 |
| EP Wealth Advisors, LLC | History | New | 15,249 | 1,255 | 0.01% | — | 374 | +15,249 | New | Q4 2025 | Feb 18, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 15,243 | 1,254 | 1.09% | 1.4% | 375 | -5,849 | -27.73% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 14,850 | 1,222 | 0.0% | — | 376 | +14,850 | New | Q4 2025 | Feb 10, 2026 |
| Cogent Private Wealth, Inc. | History | New | 14,488 | 1,192 | 0.91% | — | 378 | +14,488 | New | Q4 2025 | Feb 10, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 14,484 | 1,192 | 0.02% | 0.02% | 377 | +29 | 0.2% | Q4 2025 | Feb 06, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 13,904 | 1,144 | 0.25% | 0.21% | 379 | +2,373 | 20.58% | Q4 2025 | Feb 04, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 13,869 | 1,141 | 0.04% | 0.03% | 380 | +1,978 | 16.63% | Q4 2025 | Jan 07, 2026 |
| Trademark Financial Management, LLC | History | Added to | 13,742 | 1,131 | 0.62% | 0.62% | 381 | +300 | 2.23% | Q4 2025 | Jan 28, 2026 |
| Savvy Advisors, Inc. | History | Added to | 13,700 | 1,127 | 0.04% | 0.02% | 382 | +9,531 | 228.62% | Q4 2025 | Jan 20, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Added to | 13,663 | 1,124 | 0.35% | 0.13% | 383 | +8,531 | 166.23% | Q4 2025 | Feb 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 13,443 | 1,112 | 0.08% | 0.08% | 384 | -149 | -1.1% | Q4 2025 | Jan 15, 2026 |
| Coquina Private Wealth LLC | History | New | 13,485 | 1,110 | 0.89% | — | 385 | +13,485 | New | Q4 2025 | Jan 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 13,064 | 1,075 | 0.05% | 0.05% | 386 | -4 | -0.03% | Q4 2025 | Feb 13, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 12,917 | 1,063 | 0.5% | 0.52% | 387 | +609 | 4.95% | Q4 2025 | Jan 09, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | New | 12,392 | 1,056 | 0.07% | — | 388 | +12,392 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 12,502 | 1,029 | 0.0% | 0.0% | 389 | +870 | 7.48% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | Reduced | 12,465 | 1,026 | 0.03% | 0.04% | 390 | -363 | -2.83% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 12,442 | 1,024 | 0.0% | 0.0% | 391 | +1,209 | 10.76% | Q4 2025 | Feb 17, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 12,436 | 1,023 | 0.47% | 0.52% | 392 | -1,195 | -8.77% | Q4 2025 | Jan 23, 2026 |
| GEM Asset Management, LLC | History | Added to | 12,188 | 1,023 | 0.46% | 0.44% | 393 | +536 | 4.6% | Q4 2025 | Jan 09, 2026 |
| Heritage Family Offices, LLP | History | New | 12,312 | 1,013 | 0.46% | — | 394 | +12,312 | New | Q4 2025 | Jan 12, 2026 |
| Belpointe Asset Management LLC | History | New | 12,299 | 1,012 | 0.04% | — | 395 | +12,299 | New | Q4 2025 | Jan 27, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 12,001 | 987 | 0.68% | 0.75% | 396 | -824 | -6.42% | Q4 2025 | Jan 08, 2026 |
| EnRich Financial Partners LLC | History | Added to | 11,920 | 981 | 0.27% | 0.22% | 397 | +2,273 | 23.56% | Q4 2025 | Jan 28, 2026 |
| NICOLET BANKSHARES INC | History | New | 11,765 | 968 | 0.16% | — | 398 | +11,765 | New | Q4 2025 | Feb 09, 2026 |
| Tillman Hartley LLC | History | No change | 11,320 | 931 | 0.23% | 0.23% | 399 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 11,168 | 919 | 0.24% | 0.23% | 400 | -318 | -2.77% | Q4 2025 | Jan 22, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 11,108 | 914 | 0.04% | 0.02% | 401 | +5,745 | 107.12% | Q4 2025 | Feb 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 11,046 | 909 | 0.0% | 0.0% | 403 | +254 | 2.35% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 11,052 | 909 | 0.02% | 0.02% | 402 | +14 | 0.13% | Q4 2025 | Feb 06, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 11,001 | 905 | 0.46% | 0.5% | 404 | -172 | -1.54% | Q4 2025 | Jan 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 10,854 | 893 | 0.05% | 0.02% | 405 | +5,860 | 117.34% | Q4 2025 | Jan 13, 2026 |
| Advisor OS, LLC | History | Reduced | 10,607 | 873 | 0.07% | 0.07% | 406 | -134 | -1.25% | Q4 2025 | Feb 04, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 10,362 | 853 | 0.42% | 0.45% | 407 | +60 | 0.58% | Q4 2025 | Jan 26, 2026 |
| Baird Financial Group, Inc. | History | Added to | 10,052 | 827 | 0.0% | 0.0% | 408 | +3,939 | 64.44% | Q4 2025 | Feb 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 10,008 | 823 | 0.03% | 0.02% | 409 | +2,961 | 42.02% | Q4 2025 | Feb 17, 2026 |
| Forum Financial Management, LP | History | Reduced | 9,875 | 812 | 0.01% | 0.01% | 410 | -1,419 | -12.56% | Q4 2025 | Jan 27, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 9,844 | 810 | 0.12% | 0.13% | 411 | +5 | 0.05% | Q4 2025 | Feb 05, 2026 |
| Bison Wealth, LLC | History | New | 9,854 | 804 | 0.09% | — | 412 | +9,854 | New | Q4 2025 | Mar 24, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 9,586 | 789 | 0.8% | — | 413 | +9,586 | New | Q4 2025 | Jan 21, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 9,231 | 759 | 0.38% | 0.38% | 414 | +97 | 1.06% | Q4 2025 | Feb 02, 2026 |
| BROWN ADVISORY INC | History | Added to | 9,155 | 753 | 0.0% | 0.0% | 415 | +465 | 5.35% | Q4 2025 | Feb 13, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 8,990 | 740 | 0.38% | 0.4% | 416 | -35 | -0.39% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 8,949 | 737 | 0.0% | 0.0% | 417 | +1,470 | 19.66% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Added to | 8,729 | 718 | 0.02% | 0.01% | 418 | +3,408 | 64.05% | Q4 2025 | Jan 14, 2026 |
| Watchman Group, Inc. | History | New | 8,638 | 711 | 0.17% | — | 419 | +8,638 | New | Q4 2025 | Feb 06, 2026 |
| Frankly Finances, LLC | History | New | 8,600 | 707 | 0.61% | — | 420 | +8,600 | New | Q4 2025 | Jan 26, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 8,548 | 703 | 0.27% | 0.27% | 421 | -715 | -7.72% | Q4 2025 | Feb 17, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 8,516 | 701 | 0.25% | 0.24% | 422 | +580 | 7.31% | Q4 2025 | Jan 28, 2026 |
| Cloud Capital Management, LLC | History | Added to | 8,400 | 691 | 0.33% | 0.35% | 423 | +17 | 0.2% | Q4 2025 | Feb 12, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 8,335 | 686 | 0.49% | 0.48% | 424 | +3 | 0.04% | Q4 2025 | Jan 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,291 | 682 | 0.0% | 0.0% | 425 | +420 | 5.34% | Q4 2025 | Feb 11, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 8,167 | 672 | 0.24% | 0.09% | 426 | +5,291 | 183.97% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,996 | 658 | 0.0% | 0.0% | 427 | +4,051 | 102.69% | Q4 2025 | Feb 17, 2026 |
| MOR Wealth Management, LLC | History | New | 7,972 | 656 | 0.3% | — | 428 | +7,972 | New | Q4 2025 | Jan 15, 2026 |
| BOKF, NA | History | New | 7,757 | 638 | 0.01% | — | 429 | +7,757 | New | Q4 2025 | Feb 03, 2026 |
| Sowell Financial Services LLC | History | Added to | 7,718 | 635 | 0.02% | 0.02% | 430 | +1,035 | 15.49% | Q4 2025 | Jan 21, 2026 |
| Empire Financial Management Company, LLC | History | New | 7,579 | 623 | 0.14% | — | 431 | +7,579 | New | Q4 2025 | Feb 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 7,557 | 622 | 0.02% | 0.02% | 433 | +584 | 8.38% | Q4 2025 | Jan 06, 2026 |
| Diversified Trust Co | History | No change | 7,560 | 622 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Bank of Marin | History | No change | 7,484 | 616 | 0.43% | 0.42% | 434 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 7,380 | 607 | 0.23% | 0.22% | 435 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 7,197 | 592 | 0.07% | — | 436 | +7,197 | New | Q4 2025 | Jan 27, 2026 |
| TFB Advisors LLC | History | Reduced | 6,910 | 568 | 0.16% | 0.16% | 437 | -105 | -1.5% | Q4 2025 | Feb 13, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 6,761 | 556 | 0.25% | 0.25% | 438 | +77 | 1.15% | Q4 2025 | Feb 11, 2026 |
| Navigoe, LLC | History | No change | 6,751 | 555 | 0.34% | 0.34% | 439 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| KKM Financial LLC | History | Reduced | 6,666 | 548 | 0.1% | 0.17% | 440 | -354 | -5.04% | Q4 2025 | Feb 18, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 6,339 | 521 | 0.05% | 0.05% | 441 | -36 | -0.56% | Q4 2025 | Feb 02, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 6,275 | 516 | 0.03% | 0.05% | 442 | +10 | 0.16% | Q4 2025 | Jan 29, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 6,232 | 513 | 0.26% | 0.22% | 443 | +1,288 | 26.05% | Q4 2025 | Jan 08, 2026 |
| Cornerstone Capital, Inc. | History | No change | 6,146 | 505 | 0.05% | 0.05% | 444 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 6,061 | 498 | 0.02% | 0.01% | 445 | +2,510 | 70.68% | Q4 2025 | Jan 30, 2026 |
| JM2 Capital Inc. | History | New | 6,006 | 494 | 0.4% | — | 446 | +6,006 | New | Q4 2025 | Jan 23, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 5,981 | 492 | 0.33% | 0.32% | 447 | -23 | -0.38% | Q4 2025 | Jan 12, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 5,946 | 489 | 0.03% | 0.02% | 448 | +2,841 | 91.5% | Q4 2025 | Jan 13, 2026 |
| Brookstone Capital Management | History | Reduced | 5,907 | 486 | 0.01% | 0.01% | 449 | -3,369 | -36.32% | Q4 2025 | Jan 15, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 5,848 | 481 | 0.26% | 0.28% | 450 | -454 | -7.2% | Q4 2025 | Feb 06, 2026 |
| HRT FINANCIAL LP | History | New | 5,784 | 476 | 0.0% | — | 451 | +5,784 | New | Q4 2025 | Feb 12, 2026 |
| Ares Financial Consulting, LLC | History | New | 5,635 | 463 | 0.44% | — | 452 | +5,635 | New | Q4 2025 | Jan 30, 2026 |
| New Dimensions Wealth Management, LLC | History | Added to | 5,547 | 456 | 0.39% | 0.37% | 453 | +151 | 2.8% | Q4 2025 | Feb 03, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 5,532 | 455 | 0.39% | 0.25% | 454 | +1,977 | 55.61% | Q4 2025 | Jan 26, 2026 |
| RMR Wealth Builders | History | Added to | 5,513 | 453 | 0.04% | 0.04% | 455 | +2 | 0.04% | Q4 2025 | Jan 29, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 4,980 | 449 | 0.43% | — | 456 | +4,980 | New | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 5,436 | 447 | 0.03% | 0.02% | 457 | +1,310 | 31.75% | Q4 2025 | Feb 10, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 5,418 | 446 | 0.11% | 0.12% | 458 | -94 | -1.71% | Q4 2025 | Jan 07, 2026 |
| L & S Advisors Inc | History | No change | 5,393 | 443 | 0.04% | 0.04% | 459 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Parcion Private Wealth LLC | History | No change | 5,390 | 443 | 0.03% | 0.03% | 460 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 5,322 | 438 | 0.13% | 0.15% | 461 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Global Trust Wealth Management LLC | History | New | 5,301 | 436 | 0.32% | — | 462 | +5,301 | New | Q4 2025 | Jan 28, 2026 |
| Atala Financial Inc | History | No change | 5,249 | 432 | 0.28% | 0.26% | 463 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Stonebrook Private Inc. | History | Added to | 5,223 | 429 | 0.09% | 0.08% | 464 | +262 | 5.28% | Q4 2025 | Feb 11, 2026 |
| PFG Investments, LLC | History | Added to | 5,158 | 424 | 0.02% | 0.02% | 465 | +43 | 0.84% | Q4 2025 | Jan 26, 2026 |
| ASPIRIANT, LLC | History | Reduced | 5,112 | 420 | 0.01% | 0.01% | 466 | -458 | -8.22% | Q4 2025 | Jan 20, 2026 |
| Intelligent Financial Strategies | History | No change | 5,090 | 418 | 0.2% | 0.2% | 467 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| True North Advisors, LLC | History | New | 5,066 | 417 | 0.05% | — | 468 | +5,066 | New | Q4 2025 | Jan 22, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 5,065 | 416 | 0.11% | 0.11% | 469 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Asset Dedication, LLC | History | Reduced | 5,046 | 415 | 0.03% | 0.03% | 470 | -50 | -0.98% | Q4 2025 | Jan 26, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 5,030 | 414 | 0.0% | 0.0% | 471 | +252 | 5.27% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 4,969 | 404 | 0.01% | 0.01% | 472 | +661 | 15.34% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | Added to | 4,858 | 399 | 0.02% | 0.01% | 473 | +2,118 | 77.3% | Q4 2025 | Jan 30, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 4,839 | 398 | 0.03% | 0.02% | 474 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Operose Advisors LLC | History | Added to | 4,823 | 396 | 0.09% | 0.0% | 475 | +4,601 | 2072.52% | Q4 2025 | Feb 10, 2026 |
| Element Wealth, LLC | History | Added to | 4,785 | 393 | 0.16% | 0.11% | 476 | +1,525 | 46.78% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | New | 4,712 | 387 | 0.01% | — | 477 | +4,712 | New | Q4 2025 | Jan 28, 2026 |
| Oceanside Advisors LLC | History | Reduced | 4,527 | 372 | 0.23% | 0.23% | 478 | -146 | -3.12% | Q4 2025 | Jan 26, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 4,434 | 365 | 0.02% | 0.02% | 479 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 4,442 | 365 | 0.14% | 0.14% | 480 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Vawter Financial, Ltd. | History | New | 4,345 | 357 | 0.15% | — | 481 | +4,345 | New | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 4,329 | 356 | 0.01% | — | 482 | +4,329 | New | Q4 2025 | Jan 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 4,320 | 355 | 0.0% | 0.0% | 483 | +4,210 | 3827.27% | Q4 2025 | Feb 17, 2026 |
| Exeter Financial, LLC | History | New | 4,271 | 351 | 0.15% | — | 485 | +4,271 | New | Q4 2025 | Jan 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 4,275 | 351 | 0.0% | 0.0% | 484 | -72 | -1.66% | Q4 2025 | Jan 21, 2026 |
| Revolve Wealth Partners, LLC | History | New | 4,253 | 350 | 0.04% | — | 486 | +4,253 | New | Q4 2025 | Jan 20, 2026 |
| SRH ADVISORS, LLC | History | Added to | 4,176 | 343 | 0.1% | 0.06% | 487 | +1,410 | 50.98% | Q4 2025 | Jan 21, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 4,125 | 339 | 0.06% | 0.05% | 488 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Fisher Asset Management, LLC | History | New | 4,053 | 333 | 0.0% | — | 489 | +4,053 | New | Q4 2025 | Feb 09, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 4,035 | 332 | 0.07% | 0.07% | 490 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 4,028 | 331 | 0.2% | 0.22% | 491 | -63 | -1.54% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 3,980 | 327 | 0.0% | 0.0% | 492 | +31 | 0.79% | Q4 2025 | Feb 13, 2026 |
| Heritage Financial Services, LLC | History | New | 3,970 | 326 | 0.03% | — | 493 | +3,970 | New | Q4 2025 | Feb 02, 2026 |
| Collaborative Wealth Managment Inc. | History | New | 3,951 | 325 | 0.11% | — | 494 | +3,951 | New | Q4 2025 | Feb 09, 2026 |
| Accredited Investors Inc. | History | New | 3,928 | 323 | 0.02% | — | 495 | +3,928 | New | Q4 2025 | Feb 05, 2026 |
| Lunt Capital Management, Inc. | History | No change | 3,910 | 321 | 0.12% | 0.12% | 496 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 3,896 | 320 | 0.32% | — | 498 | +3,896 | New | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | No change | 3,890 | 320 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Gambit Capital Management, LLC | History | New | 3,885 | 319 | 0.23% | — | 501 | +3,885 | New | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 3,885 | 319 | 0.0% | 0.0% | 499 | +745 | 23.73% | Q4 2025 | Feb 17, 2026 |
| Cypress Wealth Services, LLC | History | No change | 3,881 | 319 | 0.04% | 0.05% | 500 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,843 | 316 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 3,806 | 313 | 0.0% | — | 503 | +3,806 | New | Q4 2025 | Feb 12, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 3,758 | 309 | 0.02% | 0.02% | 504 | -165 | -4.21% | Q4 2025 | Feb 13, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 3,653 | 300 | 0.06% | 0.05% | 505 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Reduced | 3,501 | 288 | 0.12% | 0.12% | 507 | -39 | -1.1% | Q4 2025 | Feb 05, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 3,506 | 288 | 0.02% | 0.02% | 506 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 3,476 | 286 | 0.16% | 0.16% | 508 | -175 | -4.79% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 3,452 | 284 | 0.01% | — | 509 | +3,452 | New | Q4 2025 | Jan 23, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 3,440 | 283 | 0.03% | 0.04% | 510 | -24 | -0.69% | Q4 2025 | Jan 22, 2026 |
| Atlas Brown,Inc. | History | Added to | 3,322 | 273 | 0.08% | 0.08% | 511 | +33 | 1.0% | Q4 2025 | Jan 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 3,291 | 272 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 3,021 | 266 | 0.15% | 0.08% | 513 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Prosperitas Financial LLC | History | Added to | 3,223 | 265 | 0.1% | 0.09% | 514 | +415 | 14.78% | Q4 2025 | Feb 04, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 3,226 | 265 | 0.14% | 0.12% | 515 | +364 | 12.72% | Q4 2025 | Feb 24, 2026 |
| Arax Advisory Partners | History | New | 3,190 | 262 | 0.01% | — | 516 | +3,190 | New | Q4 2025 | Feb 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 3,141 | 258 | 0.02% | 0.02% | 517 | +36 | 1.16% | Q4 2025 | Jan 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 3,063 | 252 | 0.0% | — | 518 | +3,063 | New | Q4 2025 | Jan 30, 2026 |
| Well Done, LLC | History | New | 2,983 | 245 | 0.04% | — | 519 | +2,983 | New | Q4 2025 | Jan 13, 2026 |
| Facet Wealth, Inc. | History | New | 2,790 | 245 | 0.0% | — | 520 | +2,790 | New | Q4 2025 | Jan 29, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 2,938 | 241 | 0.03% | 0.03% | 521 | -2 | -0.07% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,924 | 240 | 0.0% | 0.0% | 522 | -37 | -1.25% | Q4 2025 | Feb 06, 2026 |
| Paragon Advisors, LLC | History | Reduced | 2,910 | 239 | 0.06% | 0.19% | 523 | -6,486 | -69.03% | Q4 2025 | Jan 12, 2026 |
| GWN SECURITIES INC. | History | Reduced | 2,886 | 237 | 0.05% | 0.06% | 524 | -389 | -11.88% | Q4 2025 | Feb 11, 2026 |
| Avantax Planning Partners, Inc. | History | New | 2,869 | 236 | 0.01% | — | 525 | +2,869 | New | Q4 2025 | Feb 05, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 2,856 | 235 | 0.01% | 0.01% | 526 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 2,825 | 232 | 0.01% | 0.01% | 528 | +999 | 54.71% | Q4 2025 | Feb 04, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 2,830 | 232 | 0.04% | 0.04% | 527 | +33 | 1.18% | Q4 2025 | Feb 13, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 2,814 | 231 | 0.05% | 0.05% | 529 | +32 | 1.15% | Q4 2025 | Jan 23, 2026 |
| Brooklyn Investment Group | History | New | 2,736 | 225 | 0.01% | — | 530 | +2,736 | New | Q4 2025 | Feb 12, 2026 |
| True Link Financial Advisors, LLC | History | New | 2,720 | 223 | 0.01% | — | 531 | +2,720 | New | Q4 2025 | Jan 29, 2026 |
| Accel Wealth Management | History | Reduced | 2,643 | 217 | 0.06% | 0.06% | 532 | -80 | -2.94% | Q4 2025 | Jan 20, 2026 |
| Trust Co | History | New | 2,563 | 210 | 0.02% | — | 533 | +2,563 | New | Q4 2025 | Jan 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,405 | 204 | 0.01% | — | 534 | +2,405 | New | Q4 2025 | Feb 03, 2026 |
| Parkshore Wealth Management, Inc. | History | New | 2,476 | 203 | 0.08% | — | 536 | +2,476 | New | Q4 2025 | Feb 09, 2026 |
| VestGen Advisors, LLC | History | New | 2,473 | 203 | 0.01% | — | 537 | +2,473 | New | Q4 2025 | Feb 17, 2026 |
| Verus Financial Partners, Inc. | History | New | 2,333 | 203 | 0.02% | — | 535 | +2,333 | New | Q4 2025 | Feb 02, 2026 |
| Smith & Howard Wealth Management, LLC | History | New | 2,455 | 202 | 0.05% | — | 538 | +2,455 | New | Q4 2025 | Feb 03, 2026 |
| Fragasso Financial Advisors Inc | History | New | 2,453 | 201 | 0.01% | — | 539 | +2,453 | New | Q4 2025 | Jan 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 2,207 | 181 | 0.12% | 0.12% | 540 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Paladin Advisory Group, LLC | History | No change | 2,045 | 168 | 0.12% | 0.13% | 541 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,988 | 167 | 0.01% | 0.02% | 542 | -104 | -4.97% | Q4 2025 | Jan 28, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 1,897 | 156 | 0.1% | — | 543 | +1,897 | New | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 1,893 | 155 | 0.0% | 0.0% | 544 | +53 | 2.88% | Q4 2025 | Jan 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 1,845 | 151 | 0.01% | — | 546 | +1,845 | New | Q4 2025 | Jan 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,836 | 151 | 0.01% | 0.01% | 545 | +369 | 25.15% | Q4 2025 | Jan 29, 2026 |
| Signature Equity Partners, LLC | History | New | 1,716 | 141 | 0.08% | — | 547 | +1,716 | New | Q4 2025 | Feb 17, 2026 |
| MeadowBrook Investment Advisors LLC | History | New | 1,697 | 139 | 0.12% | — | 548 | +1,697 | New | Q4 2025 | Jan 14, 2026 |
| WealthShield Partners, LLC | History | No change | 1,700 | 139 | 0.02% | 0.02% | 549 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 1,649 | 135 | 0.04% | 0.04% | 550 | -126 | -7.1% | Q4 2025 | Jan 23, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,614 | 132 | 0.05% | — | 551 | +1,614 | New | Q4 2025 | Feb 06, 2026 |
| Bank of New Hampshire | History | New | 1,614 | 132 | 0.03% | — | 552 | +1,614 | New | Q4 2025 | Mar 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,551 | 127 | 0.0% | 0.0% | 553 | -40 | -2.51% | Q4 2025 | Feb 06, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 1,520 | 125 | 0.06% | 0.06% | 554 | -29 | -1.87% | Q4 2025 | Feb 04, 2026 |
| BlackRock, Inc. | History | Reduced | 1,478 | 121 | 0.0% | 0.0% | 555 | -30 | -1.99% | Q4 2025 | Feb 12, 2026 |
| Redwood Park Advisors LLC | History | Added to | 1,420 | 116 | 0.08% | 0.07% | 556 | +11 | 0.78% | Q4 2025 | Feb 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,331 | 109 | 0.09% | 0.03% | 557 | +898 | 207.39% | Q4 2025 | Feb 10, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,243 | 102 | 0.07% | 0.07% | 558 | +29 | 2.39% | Q4 2025 | Feb 11, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 1,130 | 93 | 0.04% | 0.06% | 559 | -657 | -36.77% | Q4 2025 | Jan 20, 2026 |
| Nemes Rush Group LLC | History | Added to | 825 | 67 | 0.01% | 0.01% | 561 | +10 | 1.23% | Q4 2025 | Feb 11, 2026 |
| Your Advocates Ltd., LLP | History | No change | 818 | 67 | 0.02% | 0.02% | 560 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Monetary Solutions, Ltd | History | New | 795 | 65 | 0.06% | — | 562 | +795 | New | Q4 2025 | Feb 23, 2026 |
| Crewe Advisors LLC | History | No change | 788 | 64 | 0.01% | 0.01% | 563 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Dunhill Financial, LLC | History | New | 721 | 59 | 0.01% | — | 564 | +721 | New | Q4 2025 | Jan 29, 2026 |
| REAP Financial Group, LLC | History | No change | 717 | 59 | 0.01% | 0.01% | 565 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 676 | 55 | 0.01% | — | 566 | +676 | New | Q4 2025 | Feb 09, 2026 |
| Investment Research & Advisory Group, Inc. | History | New | 589 | 48 | 0.02% | — | 567 | +589 | New | Q4 2025 | Jan 20, 2026 |
| EASTERN BANK | History | No change | 550 | 45 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 530 | 43 | 0.0% | 0.0% | 569 | -63 | -10.62% | Q4 2025 | Jan 30, 2026 |
| Marquette Asset Management, LLC | History | No change | 497 | 40 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| RHL GROUP, LLC | History | New | 460 | 37 | 0.03% | — | 573 | +460 | New | Q4 2025 | Feb 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 456 | 37 | 0.0% | 0.0% | 571 | -354 | -43.7% | Q4 2025 | Feb 06, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 450 | 37 | 0.01% | 0.01% | 572 | -75 | -14.29% | Q4 2025 | Jan 02, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 425 | 34 | 0.0% | 0.0% | 574 | -192 | -31.12% | Q4 2025 | Jan 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 352 | 29 | 0.0% | — | 575 | +352 | New | Q4 2025 | Feb 09, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 314 | 25 | 0.01% | 0.01% | 576 | +31 | 10.95% | Q4 2025 | Feb 17, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 224 | 18 | 0.01% | 0.01% | 577 | -1 | -0.44% | Q4 2025 | Jan 27, 2026 |
| YANKCOM Partnership | History | No change | 228 | 18 | 0.01% | 0.01% | 578 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Kingdom Financial Group LLC. | History | New | 211 | 17 | 0.01% | — | 579 | +211 | New | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | Added to | 215 | 17 | 0.0% | 0.0% | 580 | +55 | 34.38% | Q4 2025 | Jan 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 183 | 15 | 0.0% | 0.0% | 581 | +2 | 1.1% | Q4 2025 | Feb 10, 2026 |
| BFSG, LLC | History | No change | 190 | 15 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 164 | 13 | 0.01% | — | 583 | +164 | New | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 147 | 12 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 140 | 11 | 0.0% | 0.0% | 585 | +5 | 3.7% | Q4 2025 | Jan 22, 2026 |
| Team Financial Group, LLC | History | New | 103 | 8 | 0.0% | — | 586 | +103 | New | Q4 2025 | Jan 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 85 | 6 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | New | 65 | 5 | 0.0% | — | 589 | +65 | New | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 64 | 5 | 0.0% | 0.0% | 590 | +1 | 1.59% | Q4 2025 | Feb 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 70 | 5 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 59 | 4 | 0.0% | — | 591 | +59 | New | Q4 2025 | Feb 13, 2026 |
| Horizon Investments, LLC | History | New | 59 | 4 | 0.0% | — | 593 | +59 | New | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | New | 53 | 4 | 0.0% | — | 592 | +53 | New | Q4 2025 | Jan 20, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 59 | 4 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | New | 43 | 3 | 0.0% | — | 596 | +43 | New | Q4 2025 | Feb 11, 2026 |
| Family Capital Trust Co | History | Reduced | 28 | 2 | 0.0% | 0.0% | 598 | -30 | -51.72% | Q4 2025 | Jan 27, 2026 |
| Johnson Financial Group, Inc. | History | New | 30 | 2 | 0.0% | — | 599 | +30 | New | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 26 | 2 | 0.0% | — | 597 | +26 | New | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | New | 14 | 1 | 0.0% | — | 601 | +14 | New | Q4 2025 | Feb 03, 2026 |
| Key FInancial Inc | History | No change | 17 | 1 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Werba Rubin Papier Wealth Management | History | Closed out | 0 | 0 | — | 9.99% | — | -783,850 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -19,001 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -11,785 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.09% | — | -9,204 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -8,855 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,938 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farmers & Merchants Trust Co of Long Beach | History | Closed out | 0 | 0 | — | 0.05% | — | -3,059 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Cambridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,000 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Mesirow Financial Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,822 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,761 | -100.0% | Q3 2025 | Oct 21, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -1,401 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -125 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WEST PACES ADVISORS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Oct 22, 2025 |
| TCTC Holdings, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 12, 2026 |
| Lodestone Wealth Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 15, 2026 |
| Addison Advisors LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |