AMERICAN CENTURY ETF TRUST - AVDV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cornerstone Wealth Partners, LLC | History | New | 130,711 | 12,282,741 | 8.52% | — | 1 | +130,711 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 30,941,102 | 2,907,535 | 1.77% | 1.15% | 2 | +11,889,430 | 62.41% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 22,592,408 | 2,123,008 | 1.52% | 1.4% | 3 | +1,970,548 | 9.56% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 11,439,869 | 1,075,004 | 6.11% | 6.22% | 4 | -69,096 | -0.6% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 4,118,742 | 387,038 | 0.44% | 0.54% | 5 | +352,636 | 9.36% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 3,904,993 | 366,952 | 4.5% | 4.1% | 6 | -138,773 | -3.43% | Q4 2025 | Feb 11, 2026 |
| Accredited Investors Inc. | History | Added to | 2,610,276 | 245,287 | 13.03% | 12.81% | 7 | +31,480 | 1.22% | Q4 2025 | Feb 05, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 2,415,798 | 227,012 | 10.77% | 10.62% | 8 | +20,008 | 0.84% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,281,687 | 214,410 | 0.06% | 0.06% | 9 | +10,259 | 0.45% | Q4 2025 | Feb 10, 2026 |
| Modera Wealth Management, LLC | History | Added to | 2,079,518 | 195,412 | 2.26% | 2.04% | 10 | +102,234 | 5.17% | Q4 2025 | Jan 21, 2026 |
| Haverford Trust Co | History | Reduced | 1,639,520 | 154,065 | 1.37% | 1.33% | 11 | -11,730 | -0.71% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,426,221 | 134,021 | 0.04% | 0.03% | 12 | +126,854 | 9.76% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 1,333,932 | 125,349 | 0.18% | 0.19% | 13 | +7,703 | 0.58% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,266,326 | 119,028 | 0.16% | 0.09% | 14 | +635,344 | 100.69% | Q4 2025 | Mar 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,037,895 | 97,530 | 0.05% | 0.04% | 15 | +75,765 | 7.87% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 937,485 | 88,095 | 0.03% | 0.03% | 16 | +106,892 | 12.87% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 867,838 | 81,550 | 0.0% | 0.0% | 17 | +135,519 | 18.51% | Q4 2025 | Feb 13, 2026 |
| Unison Advisors LLC | History | Added to | 828,958 | 77,897 | 6.81% | 5.81% | 18 | +114,308 | 15.99% | Q4 2025 | Jan 21, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 699,750 | 65,755 | 3.62% | 3.66% | 19 | +10,461 | 1.52% | Q4 2025 | Feb 02, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 636,545 | 59,816 | 0.33% | 0.34% | 20 | +699 | 0.11% | Q4 2025 | Feb 03, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 612,414 | 57,548 | 1.02% | 1.06% | 21 | +18,392 | 3.1% | Q4 2025 | Jan 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 600,718 | 56,449 | 0.04% | 0.02% | 22 | +202,398 | 50.81% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Added to | 593,341 | 55,756 | 0.71% | 0.45% | 23 | +209,513 | 54.59% | Q4 2025 | Feb 02, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 583,873 | 54,866 | 12.72% | 13.29% | 24 | -13,978 | -2.34% | Q4 2025 | Feb 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 579,005 | 54,409 | 0.06% | 0.06% | 25 | -1,132 | -0.2% | Q4 2025 | Feb 06, 2026 |
| Burton Enright Welch | History | Added to | 567,497 | 53,327 | 7.51% | 7.55% | 26 | +5,583 | 0.99% | Q4 2025 | Feb 13, 2026 |
| Wealth Management Nebraska | History | Added to | 552,689 | 51,936 | 5.94% | 5.81% | 27 | +4,892 | 0.89% | Q4 2025 | Jan 28, 2026 |
| Foster Group, Inc. | History | Reduced | 546,876 | 51,389 | 1.55% | 1.58% | 28 | -17,810 | -3.15% | Q4 2025 | Jan 12, 2026 |
| Divergent Planning, LLC | History | Reduced | 529,894 | 50,239 | 12.83% | 12.73% | 29 | -2,122 | -0.4% | Q4 2025 | Jan 12, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 509,015 | 47,832 | 5.69% | 5.54% | 30 | -1,782 | -0.35% | Q4 2025 | Feb 17, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 508,993 | 47,830 | 4.59% | — | 31 | +508,993 | New | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 492,822 | 46,311 | 0.39% | 0.33% | 32 | +19,260 | 4.07% | Q4 2025 | Jan 05, 2026 |
| Apella Capital, LLC | History | Added to | 470,399 | 44,203 | 0.87% | 0.89% | 33 | +23,767 | 5.32% | Q4 2025 | Jan 21, 2026 |
| Annex Advisory Services, LLC | History | Added to | 465,391 | 43,732 | 0.84% | 0.85% | 34 | +15,409 | 3.42% | Q4 2025 | Jan 26, 2026 |
| Brickley Wealth Management | History | Reduced | 453,170 | 42,584 | 7.18% | 7.09% | 35 | -3,535 | -0.77% | Q4 2025 | Jan 29, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 437,080 | 41,072 | 2.83% | 2.78% | 36 | -2,898 | -0.66% | Q4 2025 | Feb 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 421,741 | 39,631 | 0.04% | 0.03% | 37 | +93,551 | 28.51% | Q4 2025 | Feb 13, 2026 |
| Greenline Partners, LLC | History | Added to | 403,281 | 37,896 | 4.34% | 4.01% | 38 | +32,442 | 8.75% | Q4 2025 | Feb 17, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 402,737 | 37,845 | 1.78% | 1.02% | 39 | +125,729 | 45.39% | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Added to | 398,568 | 37,453 | 0.04% | 0.03% | 41 | +72,559 | 22.26% | Q4 2025 | Feb 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 398,564 | 37,453 | 4.23% | 4.23% | 40 | -5,038 | -1.25% | Q4 2025 | Jan 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 389,329 | 36,585 | 0.15% | 0.15% | 42 | +3,838 | 1.0% | Q4 2025 | Feb 17, 2026 |
| Opus Capital Group, LLC | History | Added to | 341,559 | 32,096 | 3.48% | 3.4% | 43 | +1,552 | 0.46% | Q4 2025 | Jan 30, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 334,920 | 31,472 | 6.62% | 6.54% | 44 | +15,702 | 4.92% | Q4 2025 | Feb 03, 2026 |
| Symmetry Partners, LLC | History | Added to | 334,416 | 31,425 | 1.86% | 0.84% | 45 | +248,151 | 287.66% | Q4 2025 | Jan 27, 2026 |
| AlphaCore Capital LLC | History | Reduced | 334,426 | 31,425 | 0.7% | 1.15% | 46 | -50,488 | -13.12% | Q4 2025 | Feb 05, 2026 |
| Marquette Asset Management, LLC | History | Added to | 327,976 | 30,819 | 4.55% | 4.43% | 47 | +2,826 | 0.87% | Q4 2025 | Jan 16, 2026 |
| Meredith Wealth Planning | History | Reduced | 322,363 | 30,292 | 9.02% | 9.29% | 48 | -6,844 | -2.08% | Q4 2025 | Jan 16, 2026 |
| Krilogy Financial LLC | History | New | 286,001 | 29,263 | 1.0% | — | 49 | +286,001 | New | Q4 2025 | Jan 27, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 308,921 | 29,029 | 0.32% | 0.26% | 50 | +53,326 | 20.86% | Q4 2025 | Feb 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 307,557 | 28,901 | 0.0% | 0.0% | 51 | +144,187 | 88.26% | Q4 2025 | Feb 17, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 294,787 | 28,326 | 4.18% | 4.23% | 52 | +144,555 | 96.22% | Q4 2025 | Jan 07, 2026 |
| Pathstone Holdings, LLC | History | New | 301,384 | 28,321 | 0.11% | — | 53 | +301,384 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 286,265 | 26,900 | 0.01% | 0.01% | 54 | +55,516 | 24.06% | Q4 2025 | Feb 18, 2026 |
| Stratos Investment Management, LLC | History | Added to | 276,251 | 25,959 | 1.04% | 1.0% | 55 | +4,330 | 1.59% | Q4 2025 | Jan 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 273,326 | 25,684 | 0.31% | 0.32% | 56 | -12,530 | -4.38% | Q4 2025 | Jan 21, 2026 |
| Falcon Wealth Planning | History | Added to | 268,200 | 25,202 | 2.12% | 2.14% | 57 | +1,019 | 0.38% | Q4 2025 | Feb 03, 2026 |
| Emprise Bank | History | Added to | 266,985 | 25,088 | 10.43% | 9.99% | 58 | +7,091 | 2.73% | Q4 2025 | Jan 28, 2026 |
| ATWOOD & PALMER INC | History | Added to | 265,035 | 24,905 | 1.42% | 1.33% | 59 | +9,802 | 3.84% | Q4 2025 | Jan 28, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 262,390 | 24,656 | 16.8% | 17.97% | 60 | -33,882 | -11.44% | Q4 2025 | Jan 16, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 256,949 | 24,145 | 9.24% | 9.08% | 61 | +4,018 | 1.59% | Q4 2025 | Jan 30, 2026 |
| DEFINE FINANCIAL, LLC | History | Reduced | 253,573 | 23,828 | 13.51% | 14.07% | 62 | -9,922 | -3.77% | Q4 2025 | Jan 13, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 243,856 | 22,915 | 10.65% | 10.58% | 63 | +12,197 | 5.27% | Q4 2025 | Jan 26, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 238,590 | 22,620 | 3.58% | 3.46% | 64 | +5,823 | 2.5% | Q4 2025 | Jan 08, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 240,705 | 22,619 | 3.56% | 3.75% | 65 | -14,805 | -5.79% | Q4 2025 | Jan 14, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 236,286 | 22,203 | 8.84% | 8.81% | 66 | -1,863 | -0.78% | Q4 2025 | Feb 06, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 235,539 | 22,133 | 6.03% | 6.05% | 67 | -1,408 | -0.59% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 232,007 | 21,801 | 0.03% | 0.02% | 68 | +38,260 | 19.75% | Q4 2025 | Feb 12, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 211,926 | 19,914 | 2.24% | 2.25% | 69 | +4,631 | 2.23% | Q4 2025 | Jan 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 205,188 | 19,281 | 0.15% | 0.16% | 70 | -1,960 | -0.95% | Q4 2025 | Jan 14, 2026 |
| Wealth Architects, LLC | History | Added to | 199,570 | 18,753 | 1.69% | 1.64% | 71 | +4,176 | 2.14% | Q4 2025 | Feb 17, 2026 |
| Efficient Advisors, LLC | History | Reduced | 199,404 | 18,737 | 1.09% | 1.26% | 72 | -52,739 | -20.92% | Q4 2025 | Jan 21, 2026 |
| World Investment Advisors | History | Added to | 195,512 | 18,372 | 0.3% | 0.29% | 73 | +36,116 | 22.66% | Q4 2025 | Mar 12, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 189,174 | 17,776 | 5.38% | 5.34% | 74 | +4,877 | 2.65% | Q4 2025 | Jan 22, 2026 |
| Invariant Investment Management | History | New | 178,189 | 17,318 | 11.08% | — | 75 | +178,189 | New | Q4 2025 | Jan 26, 2026 |
| McMill Wealth Management | History | Added to | 181,411 | 17,047 | 4.79% | 4.58% | 76 | +880 | 0.49% | Q4 2025 | Feb 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 179,585 | 16,875 | 0.3% | 0.32% | 77 | +1,898 | 1.07% | Q4 2025 | Jan 16, 2026 |
| Prosperity Planning, Inc. | History | Added to | 178,871 | 16,808 | 4.4% | 4.29% | 78 | +192 | 0.11% | Q4 2025 | Jan 14, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 176,947 | 16,627 | 3.1% | 3.13% | 79 | +1,936 | 1.11% | Q4 2025 | Jan 30, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 176,593 | 16,594 | 3.03% | 3.22% | 80 | -15,725 | -8.18% | Q4 2025 | Jan 26, 2026 |
| Plancorp, LLC | History | Added to | 176,057 | 16,544 | 0.5% | 0.49% | 81 | +5 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 173,945 | 16,345 | 2.88% | 2.37% | 82 | +27,043 | 18.41% | Q4 2025 | Jan 15, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 172,390 | 16,199 | 5.8% | 5.45% | 83 | -2,700 | -1.54% | Q4 2025 | Jan 16, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 171,197 | 16,087 | 2.24% | 2.15% | 84 | -2,785 | -1.6% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 170,948 | 16,063 | 0.0% | 0.0% | 85 | +40,736 | 31.28% | Q4 2025 | Feb 13, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 167,100 | 15,702 | 8.18% | 8.09% | 86 | +1,059 | 0.64% | Q4 2025 | Jan 14, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 162,690 | 15,287 | 6.72% | 6.59% | 87 | +3,176 | 1.99% | Q4 2025 | Jan 30, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 159,661 | 15,003 | 1.61% | 1.72% | 88 | +7,929 | 5.23% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Reduced | 158,913 | 14,933 | 0.04% | 0.05% | 89 | -18,919 | -10.64% | Q4 2025 | Jan 26, 2026 |
| Waverly Advisors, LLC | History | Reduced | 158,839 | 14,926 | 0.12% | 0.15% | 90 | -5,369 | -3.27% | Q4 2025 | Feb 17, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 156,562 | 14,712 | 4.26% | 4.1% | 91 | +2,847 | 1.85% | Q4 2025 | Feb 12, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 156,483 | 14,704 | 2.98% | 2.51% | 92 | +30,729 | 24.44% | Q4 2025 | Jan 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 152,279 | 14,632 | 0.02% | 0.02% | 93 | +8,097 | 5.62% | Q4 2025 | Jan 08, 2026 |
| Flagstone Financial Management | History | Reduced | 154,223 | 14,492 | 3.72% | 3.78% | 94 | -6,623 | -4.12% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 153,875 | 14,459 | 0.01% | 0.01% | 95 | +39,724 | 34.8% | Q4 2025 | Feb 17, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 153,010 | 14,378 | 7.19% | 6.56% | 96 | +19,060 | 14.23% | Q4 2025 | Jan 20, 2026 |
| Mariner, LLC | History | Reduced | 152,051 | 14,288 | 0.02% | 0.02% | 97 | -7,808 | -4.88% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 143,700 | 13,503 | 3.61% | 3.55% | 98 | -1,373 | -0.95% | Q4 2025 | Jan 23, 2026 |
| LIBRA WEALTH LLC | History | Added to | 142,285 | 13,370 | 3.74% | 3.4% | 99 | +15,009 | 11.79% | Q4 2025 | Jan 28, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 142,024 | 13,345 | 4.03% | 3.96% | 100 | -301 | -0.21% | Q4 2025 | Jan 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 140,194 | 13,174 | 0.44% | 0.44% | 101 | -1,475 | -1.04% | Q4 2025 | Feb 06, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 138,311 | 12,997 | 4.57% | 5.0% | 102 | +4,783 | 3.58% | Q4 2025 | Feb 06, 2026 |
| Apeiron RIA LLC | History | Added to | 126,367 | 12,761 | 2.59% | 2.5% | 103 | +907 | 0.72% | Q4 2025 | Feb 03, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 134,701 | 12,657 | 2.9% | 2.89% | 104 | -658 | -0.49% | Q4 2025 | Jan 06, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 134,229 | 12,613 | 1.61% | 1.53% | 105 | +3,852 | 2.95% | Q4 2025 | Feb 04, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 133,253 | 12,521 | 1.86% | 1.84% | 106 | +692 | 0.52% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 130,956 | 12,305 | 0.0% | 0.0% | 107 | +11,699 | 9.81% | Q4 2025 | Jan 29, 2026 |
| Three Arch Wealth Management LLC | History | New | 129,337 | 12,153 | 2.28% | — | 108 | +129,337 | New | Q4 2025 | Feb 13, 2026 |
| B&D White Capital Company, LLC | History | Added to | 128,736 | 12,097 | 1.4% | 1.11% | 109 | +31,295 | 32.12% | Q4 2025 | Feb 13, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 126,410 | 11,878 | 1.11% | 1.08% | 110 | -267 | -0.21% | Q4 2025 | Jan 22, 2026 |
| Fonville Wealth Management LLC | History | Added to | 125,411 | 11,784 | 2.41% | 2.23% | 111 | +14,227 | 12.8% | Q4 2025 | Jan 23, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 124,409 | 11,690 | 0.18% | 0.12% | 112 | +26,156 | 26.62% | Q4 2025 | Jan 05, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 118,242 | 11,111 | 4.0% | 4.09% | 113 | -4,311 | -3.52% | Q4 2025 | Jan 14, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 116,928 | 10,987 | 2.04% | 1.7% | 114 | +44,561 | 61.58% | Q4 2025 | Jan 26, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 115,414 | 10,845 | 2.59% | 2.37% | 115 | +12,261 | 11.89% | Q4 2025 | Jan 12, 2026 |
| Friday Financial | History | Added to | 115,225 | 10,827 | 3.82% | 3.57% | 116 | +19,428 | 20.28% | Q4 2025 | Jan 09, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 114,501 | 10,759 | 0.55% | 0.5% | 117 | +7,052 | 6.56% | Q4 2025 | Jan 27, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 114,368 | 10,747 | 3.07% | 2.5% | 118 | -1,688 | -1.45% | Q4 2025 | Feb 10, 2026 |
| Wedmont Private Capital | History | Added to | 110,511 | 10,632 | 0.37% | 0.36% | 119 | +1,341 | 1.23% | Q4 2025 | Jan 08, 2026 |
| Magnus Financial Group LLC | History | Added to | 112,478 | 10,569 | 0.81% | 0.73% | 120 | +8,402 | 8.07% | Q4 2025 | Jan 07, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 107,332 | 10,313 | 0.97% | 0.98% | 121 | +274 | 0.26% | Q4 2025 | Jan 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 108,930 | 10,236 | 0.08% | 0.08% | 122 | -3,087 | -2.76% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 108,621 | 10,207 | 0.11% | 0.05% | 123 | +67,756 | 165.8% | Q4 2025 | Jan 23, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 103,431 | 9,719 | 5.26% | 5.43% | 124 | -9,461 | -8.38% | Q4 2025 | Feb 11, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 102,439 | 9,626 | 3.97% | 3.03% | 125 | +477 | 0.47% | Q4 2025 | Jan 28, 2026 |
| HB Wealth Management, LLC | History | Reduced | 102,059 | 9,590 | 0.06% | 0.06% | 126 | -1,294 | -1.25% | Q4 2025 | Jan 28, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 101,938 | 9,579 | 3.91% | 3.83% | 127 | +15 | 0.01% | Q4 2025 | Jan 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 99,842 | 9,382 | 0.0% | — | 128 | +99,842 | New | Q4 2025 | Feb 17, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 96,728 | 9,089 | 3.73% | 3.8% | 129 | -2,616 | -2.63% | Q4 2025 | Jan 29, 2026 |
| True North Advisors, LLC | History | Added to | 95,253 | 8,950 | 1.16% | 1.24% | 130 | +7,441 | 8.47% | Q4 2025 | Jan 22, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 93,035 | 8,742 | 3.78% | 2.24% | 131 | +47,466 | 104.16% | Q4 2025 | Feb 09, 2026 |
| Betterment LLC | History | Reduced | 91,646 | 8,612 | 0.02% | 0.02% | 132 | -7,163 | -7.25% | Q4 2025 | Feb 12, 2026 |
| WealthCollab, LLC | History | Added to | 91,463 | 8,594 | 3.52% | 3.73% | 133 | +136 | 0.15% | Q4 2025 | Jan 27, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 90,142 | 8,470 | 1.17% | 0.97% | 134 | +8,169 | 9.97% | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 90,046 | 8,461 | 0.02% | 0.02% | 135 | +5,407 | 6.39% | Q4 2025 | Feb 13, 2026 |
| REAP Financial Group, LLC | History | Added to | 89,993 | 8,456 | 1.72% | 1.65% | 136 | +4,811 | 5.65% | Q4 2025 | Feb 10, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 89,962 | 8,453 | 1.82% | 1.85% | 137 | +90 | 0.1% | Q4 2025 | Jan 20, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 89,253 | 8,387 | 3.42% | 3.46% | 138 | -1,273 | -1.41% | Q4 2025 | Jan 08, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 88,739 | 8,338 | 3.86% | 3.53% | 139 | +7,091 | 8.68% | Q4 2025 | Jan 23, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 88,031 | 8,272 | 3.11% | 2.8% | 140 | +10,752 | 13.91% | Q4 2025 | Feb 09, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Reduced | 86,950 | 8,170 | 6.44% | 6.62% | 141 | -1,136 | -1.29% | Q4 2025 | Feb 09, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 86,819 | 8,158 | 4.36% | 4.31% | 142 | -336 | -0.39% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 86,352 | 8,112 | 0.05% | 0.05% | 143 | +2,224 | 2.64% | Q4 2025 | Jan 27, 2026 |
| Community Bank, N.A. | History | Added to | 85,128 | 7,999 | 0.95% | 0.92% | 144 | +65 | 0.08% | Q4 2025 | Feb 04, 2026 |
| Schulz Wealth, LTD. | History | Added to | 84,499 | 7,940 | 5.09% | 4.85% | 145 | +2,027 | 2.46% | Q4 2025 | Feb 05, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 83,937 | 7,887 | 0.68% | 0.7% | 146 | -3,153 | -3.62% | Q4 2025 | Jan 05, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 82,619 | 7,763 | 1.13% | 1.11% | 147 | -775 | -0.93% | Q4 2025 | Jan 27, 2026 |
| SMITH, MOORE & CO. | History | Added to | 82,072 | 7,712 | 0.58% | 0.53% | 148 | +3,668 | 4.68% | Q4 2025 | Jan 23, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 81,399 | 7,649 | 3.08% | 3.0% | 149 | -3,986 | -4.67% | Q4 2025 | Feb 13, 2026 |
| STOLZ & ASSOCIATES, PS | History | New | 79,335 | 7,455 | 5.75% | — | 150 | +79,335 | New | Q4 2025 | Feb 06, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 79,044 | 7,427 | 2.22% | 1.88% | 151 | +11,302 | 16.68% | Q4 2025 | Jan 30, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 78,858 | 7,410 | 0.83% | 0.8% | 152 | +3,833 | 5.11% | Q4 2025 | Feb 17, 2026 |
| HBE Wealth Management, LLC | History | New | 77,900 | 7,320 | 6.89% | — | 153 | +77,900 | New | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 77,833 | 7,313 | 0.03% | 0.02% | 154 | +23,665 | 43.69% | Q4 2025 | Feb 18, 2026 |
| Oceanside Advisors LLC | History | Reduced | 77,262 | 7,260 | 4.4% | 4.52% | 155 | -3,904 | -4.81% | Q4 2025 | Jan 26, 2026 |
| Bull Oak Capital, LLC | History | Added to | 73,931 | 6,947 | 2.84% | 2.78% | 156 | +285 | 0.39% | Q4 2025 | Feb 02, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 73,019 | 6,861 | 1.64% | 1.53% | 157 | +4,210 | 6.12% | Q4 2025 | Jan 22, 2026 |
| COWA, LLC | History | Added to | 72,387 | 6,802 | 2.07% | 2.12% | 158 | +640 | 0.89% | Q4 2025 | Feb 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 72,376 | 6,801 | 0.41% | 0.36% | 159 | +3,428 | 4.97% | Q4 2025 | Jan 30, 2026 |
| Merit Financial Group, LLC | History | Reduced | 72,204 | 6,785 | 0.05% | 0.06% | 160 | -4,295 | -5.61% | Q4 2025 | Jan 26, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 71,709 | 6,738 | 3.19% | 3.04% | 161 | +4,141 | 6.13% | Q4 2025 | Jan 29, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 70,559 | 6,630 | 0.39% | 0.59% | 162 | -80,602 | -53.32% | Q4 2025 | Jan 30, 2026 |
| Truepoint, Inc. | History | Reduced | 70,305 | 6,606 | 0.15% | 0.15% | 163 | -1,466 | -2.04% | Q4 2025 | Feb 11, 2026 |
| Fortitude Family Office, LLC | History | Added to | 69,381 | 6,519 | 1.52% | 1.49% | 164 | +7,128 | 11.45% | Q4 2025 | Jan 15, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 69,362 | 6,517 | 0.7% | 0.65% | 165 | +4,054 | 6.21% | Q4 2025 | Jan 28, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 68,860 | 6,470 | 1.34% | 1.27% | 166 | +1,334 | 1.98% | Q4 2025 | Feb 09, 2026 |
| Trilogy Capital Inc. | History | Reduced | 68,750 | 6,460 | 0.29% | 0.29% | 167 | -2,759 | -3.86% | Q4 2025 | Jan 22, 2026 |
| Estate Counselors, LLC | History | Added to | 68,510 | 6,437 | 0.54% | 0.51% | 168 | +1,375 | 2.05% | Q4 2025 | Feb 02, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 66,318 | 6,231 | 1.9% | 1.35% | 169 | +17,183 | 34.97% | Q4 2025 | Jan 16, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 65,673 | 6,171 | 0.01% | 0.01% | 170 | +18,892 | 40.38% | Q4 2025 | Feb 10, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 65,615 | 6,165 | 0.08% | — | 171 | +65,615 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 65,469 | 6,152 | 0.03% | — | 172 | +65,469 | New | Q4 2025 | Feb 05, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 65,244 | 6,130 | 2.58% | 2.54% | 173 | +630 | 0.98% | Q4 2025 | Feb 02, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 65,133 | 6,120 | 4.18% | 3.99% | 174 | +3,434 | 5.57% | Q4 2025 | Jan 27, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 64,661 | 6,076 | 2.58% | 2.51% | 175 | +62 | 0.1% | Q4 2025 | Jan 12, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 64,426 | 6,054 | 4.86% | — | 176 | +64,426 | New | Q4 2025 | Feb 17, 2026 |
| XY Planning Network, Inc. | History | Added to | 63,728 | 5,988 | 1.04% | 1.64% | 177 | +3,105 | 5.12% | Q4 2025 | Jan 26, 2026 |
| Stokes Family Office, LLC | History | Added to | 63,426 | 5,960 | 0.55% | 0.53% | 178 | +196 | 0.31% | Q4 2025 | Feb 18, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 62,035 | 5,829 | 3.35% | 3.34% | 179 | -2,536 | -3.93% | Q4 2025 | Feb 11, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 61,714 | 5,799 | 4.83% | 4.94% | 180 | -2,172 | -3.4% | Q4 2025 | Feb 03, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 61,114 | 5,742 | 1.62% | 1.49% | 181 | +3,650 | 6.35% | Q4 2025 | Feb 05, 2026 |
| Greenspring Advisors, LLC | History | Added to | 60,695 | 5,703 | 0.35% | 0.26% | 182 | +43,874 | 260.83% | Q4 2025 | Feb 10, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 60,593 | 5,693 | 4.44% | 3.99% | 183 | +5,532 | 10.05% | Q4 2025 | Jan 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 55,752 | 5,680 | 0.14% | 0.13% | 184 | -1,212 | -2.13% | Q4 2025 | Jan 28, 2026 |
| Leibman Financial Services, Inc. | History | Reduced | 59,096 | 5,553 | 4.01% | 4.06% | 185 | -978 | -1.63% | Q4 2025 | Jan 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 59,011 | 5,545 | 0.46% | 0.49% | 186 | -12,279 | -17.22% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Added to | 58,638 | 5,510 | 0.13% | 0.12% | 187 | +9,672 | 19.75% | Q4 2025 | Feb 09, 2026 |
| CURIO WEALTH, LLC | History | Added to | 58,005 | 5,483 | 1.94% | 1.95% | 188 | +4,708 | 8.83% | Q4 2025 | Feb 11, 2026 |
| Avant Financial Advisors LLC | History | Reduced | 57,198 | 5,374 | 3.86% | 3.97% | 189 | -1,952 | -3.3% | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 56,071 | 5,274 | 0.01% | 0.01% | 190 | +12,372 | 28.31% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 54,928 | 5,162 | 0.01% | 0.02% | 191 | -15,141 | -21.61% | Q4 2025 | Feb 05, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 54,709 | 5,141 | 1.12% | 1.09% | 192 | +1,058 | 1.97% | Q4 2025 | Feb 12, 2026 |
| Stone Summit Wealth LLC | History | Added to | 54,066 | 5,080 | 1.38% | 1.35% | 193 | +674 | 1.26% | Q4 2025 | Jan 27, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 53,576 | 5,034 | 3.57% | 3.52% | 194 | -81 | -0.15% | Q4 2025 | Jan 07, 2026 |
| Versant Capital Management, Inc | History | Reduced | 52,654 | 4,947 | 0.62% | 0.64% | 195 | -84 | -0.16% | Q4 2025 | Jan 08, 2026 |
| Prism Planning Partners LLC | History | New | 52,339 | 4,918 | 5.52% | — | 196 | +52,339 | New | Q4 2025 | Feb 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 52,193 | 4,904 | 0.55% | 0.54% | 197 | -123 | -0.24% | Q4 2025 | Jan 08, 2026 |
| Oath Planning, LLC | History | New | 52,025 | 4,888 | 4.82% | — | 198 | +52,025 | New | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 51,545 | 4,843 | 0.02% | 0.02% | 199 | +1,624 | 3.25% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 51,428 | 4,832 | 0.18% | 0.18% | 200 | -4 | -0.01% | Q4 2025 | Feb 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 51,351 | 4,825 | 0.1% | 0.1% | 201 | -926 | -1.77% | Q4 2025 | Feb 06, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 50,147 | 4,712 | 1.03% | 0.9% | 202 | +46 | 0.09% | Q4 2025 | Feb 02, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 48,565 | 4,563 | 2.53% | 2.07% | 203 | +4,584 | 10.42% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 47,033 | 4,419 | 0.0% | 0.0% | 204 | +36,064 | 328.78% | Q4 2025 | Feb 17, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 46,280 | 4,348 | 3.08% | 1.81% | 205 | +19,324 | 71.69% | Q4 2025 | Jan 23, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 40,409 | 4,336 | 1.79% | 0.6% | 206 | +25,565 | 172.22% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 46,025 | 4,324 | 0.04% | 0.04% | 207 | -2,186 | -4.53% | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 45,545 | 4,279 | 0.38% | 0.37% | 208 | -758 | -1.64% | Q4 2025 | Feb 06, 2026 |
| Harbor Group, Inc. | History | Added to | 45,439 | 4,269 | 0.64% | 0.49% | 209 | +10,500 | 30.05% | Q4 2025 | Jan 12, 2026 |
| Haven Private, LLC | History | Added to | 45,003 | 4,228 | 1.85% | 1.77% | 210 | +100 | 0.22% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 44,824 | 4,212 | 0.02% | 0.02% | 211 | +442 | 1.0% | Q4 2025 | Feb 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 43,371 | 4,075 | 0.46% | — | 212 | +43,371 | New | Q4 2025 | Jan 14, 2026 |
| Waterfront Wealth Inc. | History | Added to | 38,897 | 4,003 | 0.76% | 0.68% | 213 | +1,161 | 3.08% | Q4 2025 | Jan 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 42,217 | 3,967 | 0.03% | 0.03% | 214 | +3,479 | 8.98% | Q4 2025 | Feb 18, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 40,404 | 3,796 | 0.48% | 0.23% | 215 | +21,238 | 110.81% | Q4 2025 | Jan 15, 2026 |
| Prospect Financial Group LLC | History | Reduced | 40,388 | 3,795 | 3.53% | 3.53% | 216 | -191 | -0.47% | Q4 2025 | Feb 10, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 40,226 | 3,780 | 0.38% | 0.37% | 217 | +3,791 | 10.4% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 39,820 | 3,741 | 0.05% | 0.05% | 218 | +1,807 | 4.75% | Q4 2025 | Feb 17, 2026 |
| Bristlecone Value Partners, LLC | History | New | 39,794 | 3,739 | 4.31% | — | 219 | +39,794 | New | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 39,748 | 3,735 | 0.09% | 0.09% | 220 | +173 | 0.44% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Added to | 39,457 | 3,707 | 0.41% | 0.37% | 221 | +2,842 | 7.76% | Q4 2025 | Feb 03, 2026 |
| Platform Wealth Management, LLC | History | New | 39,289 | 3,691 | 0.98% | — | 222 | +39,289 | New | Q4 2025 | Feb 11, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 39,167 | 3,680 | 0.67% | 0.63% | 223 | +235 | 0.6% | Q4 2025 | Feb 17, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 38,410 | 3,609 | 2.67% | 2.77% | 224 | -1,391 | -3.49% | Q4 2025 | Feb 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 38,251 | 3,594 | 0.05% | 0.05% | 225 | +386 | 1.02% | Q4 2025 | Feb 10, 2026 |
| BWM Planning, LLC | History | Added to | 37,591 | 3,532 | 0.94% | 0.95% | 226 | +1,869 | 5.23% | Q4 2025 | Jan 14, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 37,275 | 3,502 | 0.16% | 0.16% | 227 | +564 | 1.54% | Q4 2025 | Jan 29, 2026 |
| Wealthfront Advisers LLC | History | Added to | 36,887 | 3,466 | 0.01% | 0.01% | 228 | +3,970 | 12.06% | Q4 2025 | Jan 30, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | New | 36,865 | 3,464 | 3.02% | — | 229 | +36,865 | New | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 36,720 | 3,450 | 0.0% | 0.0% | 230 | +21,496 | 141.2% | Q4 2025 | Feb 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 36,476 | 3,427 | 0.34% | 0.36% | 231 | -2,071 | -5.37% | Q4 2025 | Feb 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 34,572 | 3,248 | 0.08% | 0.07% | 232 | +1,883 | 5.76% | Q4 2025 | Feb 13, 2026 |
| Trailhead Planners LLC | History | New | 34,482 | 3,240 | 3.18% | — | 233 | +34,482 | New | Q4 2025 | Feb 12, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 33,706 | 3,167 | 0.21% | 0.16% | 234 | +6,038 | 21.82% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 33,660 | 3,163 | 0.01% | 0.0% | 235 | +17,987 | 114.76% | Q4 2025 | Feb 17, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 32,986 | 3,099 | 1.52% | 1.45% | 236 | +546 | 1.68% | Q4 2025 | Feb 13, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 32,826 | 3,084 | 1.33% | 1.3% | 237 | -272 | -0.82% | Q4 2025 | Jan 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 32,620 | 3,080 | 0.12% | 0.0% | 238 | +32,134 | 6611.93% | Q4 2025 | Feb 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 32,678 | 3,070 | 0.99% | 0.55% | 239 | -4,835 | -12.89% | Q4 2025 | Jan 27, 2026 |
| McLean Asset Management Corp | History | Reduced | 30,733 | 3,023 | 0.54% | 0.6% | 240 | -1,454 | -4.52% | Q4 2025 | Jan 16, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 31,516 | 2,961 | 2.1% | — | 241 | +31,516 | New | Q4 2025 | Jan 26, 2026 |
| Bleakley Financial Group, LLC | History | New | 31,316 | 2,942 | 0.05% | — | 242 | +31,316 | New | Q4 2025 | Feb 09, 2026 |
| AllGen Financial Advisors, Inc. | History | Added to | 31,260 | 2,937 | 0.7% | 0.65% | 243 | +1,689 | 5.71% | Q4 2025 | Jan 22, 2026 |
| Equita Financial Network, Inc. | History | Added to | 31,150 | 2,927 | 0.88% | 0.93% | 244 | +95 | 0.31% | Q4 2025 | Jan 29, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 31,133 | 2,925 | 2.13% | 2.11% | 245 | +348 | 1.13% | Q4 2025 | Jan 20, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 30,709 | 2,885 | 1.65% | 1.63% | 246 | +560 | 1.86% | Q4 2025 | Feb 10, 2026 |
| COURIER CAPITAL LLC | History | Added to | 30,690 | 2,883 | 0.16% | 0.16% | 247 | +86 | 0.28% | Q4 2025 | Jan 29, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 30,575 | 2,873 | 0.71% | 1.2% | 248 | -29,257 | -48.9% | Q4 2025 | Jan 08, 2026 |
| Capasso Planning Partners LLC | History | Added to | 30,552 | 2,871 | 1.57% | 1.56% | 249 | +1,964 | 6.87% | Q4 2025 | Feb 17, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 29,127 | 2,737 | 2.78% | — | 250 | +29,127 | New | Q4 2025 | Jan 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 29,108 | 2,735 | 0.01% | 0.01% | 251 | -1,001 | -3.32% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 28,185 | 2,648 | 0.04% | 0.04% | 252 | +843 | 3.08% | Q4 2025 | Feb 12, 2026 |
| Belleair Asset Management, LLC | History | New | 27,885 | 2,620 | 2.49% | — | 253 | +27,885 | New | Q4 2025 | Jan 30, 2026 |
| Cloud Capital Management, LLC | History | Added to | 27,697 | 2,602 | 1.23% | 1.06% | 254 | +5,020 | 22.14% | Q4 2025 | Feb 12, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 27,524 | 2,586 | 0.56% | 0.44% | 256 | +7,589 | 38.07% | Q4 2025 | Feb 09, 2026 |
| Forum Financial Management, LP | History | Reduced | 27,530 | 2,586 | 0.03% | 0.04% | 255 | -2,329 | -7.8% | Q4 2025 | Jan 27, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 27,251 | 2,560 | 1.77% | 1.36% | 257 | +5,110 | 23.08% | Q4 2025 | Jan 21, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 26,979 | 2,535 | 0.15% | 0.16% | 258 | +561 | 2.12% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 26,827 | 2,520 | 0.01% | 0.02% | 259 | -10,803 | -28.71% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 26,134 | 2,455 | 0.01% | — | 260 | +26,134 | New | Q4 2025 | Feb 18, 2026 |
| Frankly Finances, LLC | History | New | 25,883 | 2,432 | 2.11% | — | 261 | +25,883 | New | Q4 2025 | Jan 26, 2026 |
| McCartney Wealth Management LLC | History | New | 25,634 | 2,408 | 2.08% | — | 262 | +25,634 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 24,750 | 2,325 | 0.01% | 0.01% | 263 | +4,373 | 21.46% | Q4 2025 | Jan 26, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 24,649 | 2,316 | 0.68% | 0.77% | 264 | -742 | -2.92% | Q4 2025 | Jan 15, 2026 |
| Torren Management, LLC | History | New | 24,620 | 2,313 | 1.18% | — | 265 | +24,620 | New | Q4 2025 | Jan 30, 2026 |
| WorthPointe, LLC | History | Added to | 24,112 | 2,265 | 0.6% | 0.56% | 266 | +7,380 | 44.11% | Q4 2025 | Jan 26, 2026 |
| Savvy Advisors, Inc. | History | Added to | 23,120 | 2,172 | 0.07% | 0.06% | 267 | +7,519 | 48.2% | Q4 2025 | Jan 20, 2026 |
| Tillman Hartley LLC | History | Added to | 22,994 | 2,160 | 0.54% | 0.52% | 268 | +410 | 1.82% | Q4 2025 | Feb 13, 2026 |
| Austin Wealth Management, LLC | History | Added to | 22,372 | 2,158 | 0.32% | 0.29% | 269 | +1,575 | 7.57% | Q4 2025 | Jan 26, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 22,921 | 2,153 | 2.14% | — | 270 | +22,921 | New | Q4 2025 | Feb 13, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 22,870 | 2,149 | 0.25% | 0.25% | 271 | -469 | -2.01% | Q4 2025 | Feb 10, 2026 |
| Navigoe, LLC | History | Reduced | 22,758 | 2,138 | 1.32% | 1.31% | 272 | -350 | -1.51% | Q4 2025 | Feb 03, 2026 |
| Orion Capital Management LLC | History | Added to | 22,521 | 2,116 | 0.71% | 0.66% | 273 | +1,170 | 5.48% | Q4 2025 | Feb 03, 2026 |
| Indivisible Partners | History | New | 22,318 | 2,097 | 0.23% | — | 274 | +22,318 | New | Q4 2025 | Feb 03, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 22,053 | 2,072 | 0.28% | 0.6% | 275 | +36 | 0.16% | Q4 2025 | Feb 17, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 21,975 | 2,064 | 0.53% | 0.53% | 276 | -381 | -1.7% | Q4 2025 | Feb 06, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 21,795 | 2,048 | 1.2% | 1.29% | 277 | -21 | -0.1% | Q4 2025 | Feb 02, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 21,702 | 2,039 | 1.8% | — | 278 | +21,702 | New | Q4 2025 | Jan 23, 2026 |
| Paragon Advisors, LLC | History | Reduced | 21,477 | 2,018 | 0.55% | 0.97% | 279 | -20,865 | -49.28% | Q4 2025 | Jan 12, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 21,367 | 2,007 | 0.33% | 0.23% | 280 | +6,135 | 40.28% | Q4 2025 | Jan 22, 2026 |
| 55 North Private Wealth, LLC | History | New | 21,036 | 1,976 | 0.52% | — | 281 | +21,036 | New | Q4 2025 | Jan 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 20,106 | 1,961 | 0.09% | 0.1% | 282 | +976 | 5.1% | Q4 2025 | Feb 03, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 20,731 | 1,948 | 0.03% | 0.02% | 283 | -124 | -0.59% | Q4 2025 | Feb 09, 2026 |
| Gibson Capital, LLC | History | Added to | 20,736 | 1,948 | 0.36% | 0.34% | 284 | +17 | 0.08% | Q4 2025 | Feb 05, 2026 |
| Avior Wealth Management, LLC | History | Added to | 20,346 | 1,911 | 0.06% | 0.06% | 285 | +11 | 0.05% | Q4 2025 | Jan 06, 2026 |
| Pursuit Wealth Management LLC | History | New | 20,276 | 1,905 | 1.64% | — | 287 | +20,276 | New | Q4 2025 | Jan 26, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 20,280 | 1,905 | 0.79% | 0.69% | 286 | +1,747 | 9.43% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 19,966 | 1,876 | 0.1% | 0.08% | 288 | +4,270 | 27.2% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 19,857 | 1,865 | 0.04% | 0.03% | 289 | +2,916 | 17.21% | Q4 2025 | Jan 14, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 19,089 | 1,855 | 0.24% | 0.18% | 290 | +3,820 | 25.02% | Q4 2025 | Jan 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 19,726 | 1,854 | 0.11% | 0.11% | 291 | -45 | -0.23% | Q4 2025 | Feb 13, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 19,585 | 1,840 | 0.1% | 0.11% | 292 | -1,963 | -9.11% | Q4 2025 | Jan 12, 2026 |
| Vivaldi Capital Management LP | History | Added to | 19,528 | 1,835 | 0.25% | 0.23% | 293 | +1,015 | 5.48% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 19,447 | 1,827 | 0.06% | 0.05% | 294 | +3,436 | 21.46% | Q4 2025 | Jan 13, 2026 |
| Networth Advisors, LLC | History | New | 19,366 | 1,819 | 1.34% | — | 296 | +19,366 | New | Q4 2025 | Jan 22, 2026 |
| Holcombe Financial, Inc. | History | Reduced | 19,364 | 1,819 | 1.14% | 1.39% | 295 | -2,993 | -13.39% | Q4 2025 | Jan 27, 2026 |
| Passive Capital Management, LLC. | History | Added to | 19,338 | 1,817 | 0.57% | 0.56% | 297 | +201 | 1.05% | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | Added to | 19,220 | 1,806 | 0.05% | 0.05% | 298 | +379 | 2.01% | Q4 2025 | Jan 30, 2026 |
| LRI Investments, LLC | History | No change | 19,174 | 1,801 | 0.15% | 0.14% | 299 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 17,540 | 1,787 | 1.95% | — | 300 | +17,540 | New | Q4 2025 | Mar 02, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 18,977 | 1,783 | 0.12% | 0.12% | 301 | -252 | -1.31% | Q4 2025 | Feb 12, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 18,846 | 1,770 | 0.78% | 0.82% | 302 | -1,478 | -7.27% | Q4 2025 | Feb 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 18,704 | 1,757 | 0.11% | 0.1% | 303 | +2,399 | 14.71% | Q4 2025 | Jan 23, 2026 |
| True Vision MN LLC | History | Added to | 18,589 | 1,746 | 0.89% | 0.83% | 304 | +643 | 3.58% | Q4 2025 | Jan 14, 2026 |
| Financial Plan, Inc. | History | New | 18,055 | 1,696 | 0.19% | — | 305 | +18,055 | New | Q4 2025 | Jan 28, 2026 |
| Global Trust Wealth Management LLC | History | New | 17,636 | 1,657 | 1.23% | — | 306 | +17,636 | New | Q4 2025 | Jan 28, 2026 |
| Atria Investments, Inc | History | Reduced | 17,610 | 1,654 | 0.02% | 0.02% | 307 | -4,118 | -18.95% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 17,416 | 1,636 | 0.0% | 0.0% | 308 | +13,912 | 397.03% | Q4 2025 | Feb 11, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 17,386 | 1,633 | 0.25% | 0.25% | 309 | -52 | -0.3% | Q4 2025 | Jan 21, 2026 |
| LAM GROUP, INC. | History | Added to | 16,605 | 1,560 | 0.89% | 0.56% | 310 | +6,505 | 64.41% | Q4 2025 | Jan 23, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 15,851 | 1,489 | 1.39% | 1.39% | 311 | -875 | -5.23% | Q4 2025 | Jan 16, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 15,830 | 1,487 | 0.18% | 0.17% | 312 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 15,637 | 1,469 | 0.74% | 0.77% | 313 | -347 | -2.17% | Q4 2025 | Feb 06, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 15,514 | 1,457 | 0.09% | 0.08% | 314 | +2 | 0.01% | Q4 2025 | Jan 29, 2026 |
| Maia Wealth LLC | History | Added to | 13,541 | 1,453 | 0.25% | 0.19% | 315 | +1,133 | 9.13% | Q4 2025 | Feb 17, 2026 |
| Northland Capital Management LLC | History | Reduced | 15,301 | 1,437 | 0.8% | 0.82% | 316 | -401 | -2.55% | Q4 2025 | Jan 20, 2026 |
| Lifetime Wealth Management P.C. | History | New | 15,188 | 1,427 | 0.9% | — | 317 | +15,188 | New | Q4 2025 | Mar 25, 2026 |
| CVA Family Office, LLC | History | Reduced | 14,754 | 1,386 | 0.16% | 0.18% | 318 | -738 | -4.76% | Q4 2025 | Jan 12, 2026 |
| Breakwater Capital Group | History | Reduced | 14,528 | 1,365 | 0.19% | 0.19% | 319 | -98 | -0.67% | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 14,521 | 1,364 | 0.02% | 0.01% | 320 | +7,012 | 93.38% | Q4 2025 | Feb 19, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 14,410 | 1,354 | 0.0% | 0.0% | 321 | -293 | -1.99% | Q4 2025 | Feb 17, 2026 |
| Pacific Asset Management, LLC | History | Added to | 14,234 | 1,337 | 0.8% | 0.77% | 322 | +1,429 | 11.16% | Q4 2025 | Jan 28, 2026 |
| Verdad Advisers, LP | History | New | 14,000 | 1,315 | 1.5% | — | 323 | +14,000 | New | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 13,645 | 1,282 | 0.05% | 0.04% | 324 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 13,492 | 1,267 | 0.27% | 0.27% | 325 | +36 | 0.27% | Q4 2025 | Jan 23, 2026 |
| Sunpointe, LLC | History | No change | 13,163 | 1,236 | 0.41% | 0.42% | 326 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Trademark Financial Management, LLC | History | Added to | 12,970 | 1,218 | 0.67% | 0.52% | 327 | +2,972 | 29.73% | Q4 2025 | Jan 28, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 12,858 | 1,208 | 0.48% | 0.5% | 328 | -333 | -2.52% | Q4 2025 | Jan 22, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 12,737 | 1,196 | 0.57% | 0.61% | 329 | +26 | 0.2% | Q4 2025 | Jan 09, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 12,635 | 1,187 | 0.0% | 0.0% | 330 | -204 | -1.59% | Q4 2025 | Feb 12, 2026 |
| Powerhouse Assets LLC | History | New | 12,586 | 1,182 | 1.04% | — | 331 | +12,586 | New | Q4 2025 | Jan 15, 2026 |
| Balboa Wealth Partners | History | Added to | 12,359 | 1,161 | 0.19% | 0.15% | 332 | +2,317 | 23.07% | Q4 2025 | Jan 16, 2026 |
| Independent Advisor Alliance | History | Reduced | 12,281 | 1,154 | 0.03% | 0.03% | 333 | -778 | -5.96% | Q4 2025 | Feb 04, 2026 |
| Aspirean Wealth, LLC | History | New | 12,124 | 1,139 | 1.24% | — | 334 | +12,124 | New | Q4 2025 | Feb 17, 2026 |
| Maridea Wealth Management LLC | History | Added to | 12,025 | 1,130 | 0.17% | 0.13% | 335 | +2,789 | 30.2% | Q4 2025 | Jan 08, 2026 |
| Clark Asset Management, LLC | History | Reduced | 11,971 | 1,124 | 0.12% | 0.12% | 336 | -9 | -0.08% | Q4 2025 | Jan 27, 2026 |
| EJMK Ventures LLC | History | New | 11,896 | 1,117 | 0.69% | — | 337 | +11,896 | New | Q4 2025 | Mar 03, 2026 |
| Certified Advisory Corp | History | Added to | 11,844 | 1,112 | 0.1% | 0.09% | 338 | +607 | 5.4% | Q4 2025 | Jan 12, 2026 |
| Asset Dedication, LLC | History | Reduced | 11,717 | 1,101 | 0.07% | 0.07% | 339 | -595 | -4.83% | Q4 2025 | Jan 26, 2026 |
| Burk Holdings LLC | History | Reduced | 11,649 | 1,094 | 0.52% | 0.57% | 340 | -276 | -2.31% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | No change | 11,575 | 1,087 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| UMB Bank, n.a. | History | Added to | 11,408 | 1,072 | 0.01% | 0.01% | 342 | +166 | 1.48% | Q4 2025 | Feb 13, 2026 |
| Bauman Advisory Group, LLC | History | New | 10,990 | 1,032 | 0.83% | — | 343 | +10,990 | New | Q4 2025 | Feb 20, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 10,739 | 1,009 | 0.13% | 0.13% | 344 | +277 | 2.65% | Q4 2025 | Jan 16, 2026 |
| MGO ONE SEVEN LLC | History | New | 10,569 | 993 | 0.02% | — | 345 | +10,569 | New | Q4 2025 | Feb 03, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 10,528 | 989 | 0.36% | 0.31% | 346 | +1,142 | 12.17% | Q4 2025 | Jan 28, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 10,330 | 970 | 0.01% | 0.01% | 347 | -224 | -2.12% | Q4 2025 | Feb 17, 2026 |
| Level Financial Advisors | History | Added to | 10,204 | 958 | 0.25% | 0.25% | 348 | +293 | 2.96% | Q4 2025 | Jan 26, 2026 |
| Caprock Group, LLC | History | Added to | 10,153 | 954 | 0.02% | 0.02% | 349 | +535 | 5.56% | Q4 2025 | Jan 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,115 | 950 | 0.0% | 0.0% | 350 | +708 | 7.53% | Q4 2025 | Mar 16, 2026 |
| CAP Partners, LLC | History | Reduced | 10,040 | 943 | 0.53% | 0.51% | 351 | -118 | -1.16% | Q4 2025 | Feb 04, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 10,004 | 940 | 0.18% | 0.07% | 352 | +6,015 | 150.79% | Q4 2025 | Jan 26, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 10,008 | 940 | 0.59% | 0.54% | 353 | +831 | 9.06% | Q4 2025 | Feb 24, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 9,890 | 929 | 0.04% | 0.04% | 354 | -234 | -2.31% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Reduced | 9,641 | 905 | 0.0% | 0.0% | 355 | -171 | -1.74% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 9,413 | 884 | 0.0% | 0.0% | 356 | +6,316 | 203.94% | Q4 2025 | Feb 17, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 9,200 | 864 | 0.25% | 0.25% | 357 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Visionary Wealth Advisors | History | Added to | 8,970 | 842 | 0.04% | 0.03% | 358 | +2,013 | 28.93% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 8,634 | 811 | 0.01% | 0.02% | 359 | -48 | -0.55% | Q4 2025 | Feb 17, 2026 |
| Exchange Bank | History | No change | 8,629 | 810 | 0.56% | 0.53% | 360 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| COMERICA BANK | History | Added to | 8,609 | 808 | 0.0% | 0.0% | 361 | +526 | 6.51% | Q4 2025 | Jan 29, 2026 |
| Dougherty Wealth Advisers LLC | History | New | 8,470 | 795 | 0.45% | — | 362 | +8,470 | New | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Reduced | 8,436 | 793 | 0.02% | 0.02% | 363 | -3 | -0.04% | Q4 2025 | Feb 11, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 8,414 | 790 | 0.13% | 0.1% | 364 | +1,368 | 19.42% | Q4 2025 | Jan 16, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 8,384 | 787 | 0.58% | — | 365 | +8,384 | New | Q4 2025 | Jan 28, 2026 |
| CSS LLC/IL | History | Added to | 8,320 | 781 | 0.03% | 0.02% | 366 | +2,220 | 36.39% | Q4 2025 | Feb 17, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 7,947 | 781 | 0.24% | 0.23% | 367 | -10 | -0.13% | Q4 2025 | Jan 16, 2026 |
| Vise Technologies, Inc. | History | Added to | 8,279 | 777 | 0.02% | 0.02% | 369 | +3,629 | 78.04% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 8,271 | 777 | 0.0% | 0.0% | 368 | +480 | 6.16% | Q4 2025 | Feb 12, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 8,225 | 772 | 0.06% | 0.06% | 370 | +186 | 2.31% | Q4 2025 | Jan 13, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 8,109 | 762 | 0.67% | — | 372 | +8,109 | New | Q4 2025 | Feb 05, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 8,114 | 762 | 0.2% | 0.19% | 371 | -204 | -2.45% | Q4 2025 | Jan 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 8,028 | 754 | 0.02% | 0.02% | 373 | +788 | 10.88% | Q4 2025 | Jan 29, 2026 |
| SELDON CAPITAL LP | History | No change | 8,000 | 751 | 0.26% | 0.25% | 374 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 7,919 | 744 | 0.28% | 0.29% | 375 | -818 | -9.36% | Q4 2025 | Feb 17, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 7,748 | 728 | 0.1% | 0.07% | 376 | +2,146 | 38.31% | Q4 2025 | Jan 26, 2026 |
| NWAM LLC | History | No change | 7,697 | 723 | 0.04% | 0.04% | 377 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Prosperitas Financial LLC | History | Added to | 7,476 | 702 | 0.27% | 0.26% | 378 | +463 | 6.6% | Q4 2025 | Feb 04, 2026 |
| ENTREWEALTH, LLC | History | Added to | 6,645 | 690 | 0.31% | 0.28% | 379 | +563 | 9.26% | Q4 2025 | Feb 13, 2026 |
| Cogent Private Wealth, Inc. | History | New | 7,314 | 687 | 0.52% | — | 380 | +7,314 | New | Q4 2025 | Feb 10, 2026 |
| Clarity Wealth Development LLC | History | Reduced | 7,267 | 682 | 0.58% | 0.6% | 381 | -156 | -2.1% | Q4 2025 | Feb 11, 2026 |
| Goldstein Advisors, LLC | History | No change | 7,210 | 677 | 0.08% | 0.08% | 382 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NCM Capital Management, LLC | History | Added to | 7,184 | 675 | 0.25% | 0.22% | 383 | +716 | 11.07% | Q4 2025 | Mar 02, 2026 |
| Balefire, LLC | History | Added to | 7,136 | 670 | 0.13% | 0.1% | 384 | +1,705 | 31.39% | Q4 2025 | Jan 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,123 | 669 | 0.0% | 0.0% | 385 | +299 | 4.38% | Q4 2025 | Feb 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | New | 7,073 | 664 | 0.13% | — | 386 | +7,073 | New | Q4 2025 | Feb 04, 2026 |
| SVRN Asset Management, LLC | History | New | 6,930 | 651 | 0.54% | — | 387 | +6,930 | New | Q4 2025 | Feb 13, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 6,914 | 649 | 0.17% | 0.17% | 388 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sankala Group LLC | History | New | 5,860 | 645 | 0.52% | — | 389 | +5,860 | New | Q4 2025 | Mar 02, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 6,857 | 644 | 0.0% | 0.0% | 390 | -1,689 | -19.76% | Q4 2025 | Feb 17, 2026 |
| Empirical Finance, LLC | History | Added to | 6,643 | 640 | 0.03% | 0.02% | 391 | +1,992 | 42.83% | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | New | 6,708 | 630 | 0.35% | — | 392 | +6,708 | New | Q4 2025 | Feb 17, 2026 |
| Triton Wealth Management, PLLC | History | New | 6,080 | 619 | 0.23% | — | 393 | +6,080 | New | Q4 2025 | Feb 05, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 6,568 | 617 | 0.52% | — | 394 | +6,568 | New | Q4 2025 | Jan 23, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,561 | 616 | 0.0% | 0.0% | 395 | +4,109 | 167.58% | Q4 2025 | Feb 10, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 6,461 | 607 | 0.09% | — | 396 | +6,461 | New | Q4 2025 | Feb 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 6,462 | 607 | 0.03% | 0.04% | 397 | +41 | 0.64% | Q4 2025 | Jan 26, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 6,458 | 606 | 0.17% | 0.24% | 398 | -2,196 | -25.38% | Q4 2025 | Feb 11, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 6,452 | 606 | 0.17% | 0.17% | 399 | +80 | 1.26% | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | New | 6,403 | 601 | 0.03% | — | 400 | +6,403 | New | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 6,352 | 596 | 0.01% | 0.01% | 401 | -3,180 | -33.36% | Q4 2025 | Feb 13, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 6,177 | 580 | 0.02% | 0.02% | 402 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 6,080 | 571 | 0.0% | 0.0% | 403 | +6,000 | 7500.0% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,080 | 571 | 0.0% | 0.0% | 404 | +985 | 19.33% | Q4 2025 | Feb 11, 2026 |
| Tranquility Partners, LLC | History | Reduced | 5,920 | 556 | 0.2% | 0.18% | 405 | -49 | -0.82% | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | Added to | 5,764 | 541 | 0.0% | 0.0% | 406 | +1,609 | 38.72% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 5,523 | 519 | 0.01% | 0.02% | 407 | -8,861 | -61.6% | Q4 2025 | Feb 09, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 5,264 | 494 | 0.09% | 0.11% | 408 | -590 | -10.08% | Q4 2025 | Jan 27, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 5,217 | 490 | 0.04% | 0.04% | 409 | +4 | 0.08% | Q4 2025 | Feb 13, 2026 |
| Lutz Financial Services LLC | History | Added to | 5,120 | 481 | 0.03% | 0.03% | 410 | +946 | 22.66% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | New | 4,933 | 464 | 0.0% | — | 411 | +4,933 | New | Q4 2025 | Feb 11, 2026 |
| Palisade Asset Management, LLC | History | No change | 4,840 | 454 | 0.04% | 0.04% | 412 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 4,827 | 453 | 0.26% | 0.27% | 413 | -222 | -4.4% | Q4 2025 | Jan 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,770 | 448 | 0.0% | 0.0% | 414 | -11,500 | -70.68% | Q4 2025 | Feb 06, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 4,672 | 439 | 0.05% | 0.05% | 415 | -277 | -5.6% | Q4 2025 | Jan 29, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 4,676 | 439 | 0.03% | 0.03% | 416 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| M Wealth Management, LLC | History | No change | 4,667 | 438 | 0.38% | 0.36% | 417 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 4,638 | 435 | 0.11% | — | 418 | +4,638 | New | Q4 2025 | Feb 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,617 | 433 | 0.0% | 0.0% | 419 | +430 | 10.27% | Q4 2025 | Feb 17, 2026 |
| Wilkerson Advisory Group LLC | History | New | 4,576 | 430 | 0.15% | — | 420 | +4,576 | New | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | New | 4,568 | 429 | 0.01% | — | 421 | +4,568 | New | Q4 2025 | Feb 09, 2026 |
| TFB Advisors LLC | History | Added to | 4,544 | 427 | 0.12% | 0.1% | 422 | +500 | 12.36% | Q4 2025 | Feb 13, 2026 |
| Colonial River Investments, LLC | History | Reduced | 4,533 | 425 | 0.15% | 0.15% | 423 | -96 | -2.07% | Q4 2025 | Feb 04, 2026 |
| Intelligent Financial Strategies | History | No change | 4,271 | 401 | 0.19% | 0.18% | 424 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Nemes Rush Group LLC | History | Added to | 4,193 | 394 | 0.04% | 0.03% | 425 | +831 | 24.72% | Q4 2025 | Feb 11, 2026 |
| Integrity Wealth Solutions LLC | History | New | 4,041 | 379 | 0.15% | — | 426 | +4,041 | New | Q4 2025 | Feb 02, 2026 |
| Summit Financial Wealth Advisors, LLC | History | New | 3,998 | 375 | 0.05% | — | 427 | +3,998 | New | Q4 2025 | Jan 27, 2026 |
| CITIGROUP INC | History | Added to | 3,933 | 369 | 0.0% | 0.0% | 428 | +3,907 | 15026.92% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 3,934 | 369 | 0.0% | 0.0% | 429 | +674 | 20.67% | Q4 2025 | Feb 12, 2026 |
| LJI Wealth Management, LLC | History | New | 3,921 | 368 | 0.06% | — | 430 | +3,921 | New | Q4 2025 | Feb 03, 2026 |
| Caerus Investment Advisors, LLC | History | New | 3,880 | 364 | 0.12% | — | 431 | +3,880 | New | Q4 2025 | Feb 12, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 3,843 | 361 | 0.05% | 0.05% | 432 | +59 | 1.56% | Q4 2025 | Feb 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 3,809 | 357 | 0.08% | 0.07% | 433 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Compound Planning, Inc. | History | New | 3,778 | 355 | 0.01% | — | 434 | +3,778 | New | Q4 2025 | Feb 19, 2026 |
| GTS SECURITIES LLC | History | Added to | 3,701 | 347 | 0.01% | 0.01% | 435 | +377 | 11.34% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | No change | 3,685 | 346 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,675 | 345 | 0.03% | 0.03% | 437 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 3,626 | 340 | 0.0% | — | 438 | +3,626 | New | Q4 2025 | Feb 06, 2026 |
| Life Planning Partners, Inc | History | Reduced | 3,605 | 338 | 0.26% | 0.25% | 439 | -280 | -7.21% | Q4 2025 | Jan 16, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,583 | 336 | 0.01% | 0.01% | 440 | +985 | 37.91% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,585 | 336 | 0.0% | 0.0% | 441 | -111 | -3.0% | Q4 2025 | Jan 16, 2026 |
| Financial Symmetry Inc | History | Reduced | 3,555 | 334 | 0.14% | 0.15% | 442 | -165 | -4.44% | Q4 2025 | Jan 28, 2026 |
| Atlas Wealth LLC | History | Added to | 3,515 | 330 | 0.1% | 0.1% | 443 | +29 | 0.83% | Q4 2025 | Feb 05, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | New | 3,498 | 328 | 0.06% | — | 445 | +3,498 | New | Q4 2025 | Feb 13, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 3,497 | 328 | 0.02% | 0.02% | 444 | -295 | -7.78% | Q4 2025 | Feb 13, 2026 |
| Cambridge Financial Group, LLC | History | No change | 5,018 | 326 | 0.11% | 0.14% | 446 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Approach Retirement Advisors, LLC | History | New | 3,424 | 321 | 0.28% | — | 447 | +3,424 | New | Q4 2025 | Jan 29, 2026 |
| Destination Wealth Management | History | Reduced | 3,401 | 319 | 0.01% | 0.01% | 448 | -158 | -4.44% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,233 | 303 | 0.01% | 0.01% | 449 | -759 | -19.01% | Q4 2025 | Feb 11, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 3,211 | 301 | 0.11% | 0.12% | 450 | -422 | -11.62% | Q4 2025 | Feb 06, 2026 |
| Keel Point, LLC | History | Added to | 3,202 | 300 | 0.02% | 0.02% | 451 | +55 | 1.75% | Q4 2025 | Feb 12, 2026 |
| DBK Financial Counsel, LLC | History | No change | 3,195 | 300 | 0.23% | 0.24% | 452 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 3,151 | 296 | 0.2% | 0.24% | 453 | -583 | -15.61% | Q4 2025 | Jan 05, 2026 |
| Mutual Advisors, LLC | History | No change | 3,130 | 294 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 3,067 | 288 | 0.07% | 0.06% | 456 | +397 | 14.87% | Q4 2025 | Jan 21, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 3,065 | 288 | 0.01% | 0.01% | 455 | +10 | 0.33% | Q4 2025 | Feb 02, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 3,062 | 287 | 0.05% | 0.05% | 457 | +17 | 0.56% | Q4 2025 | Jan 30, 2026 |
| Riverbend Wealth Management, LLC | History | New | 3,043 | 285 | 0.18% | — | 458 | +3,043 | New | Q4 2025 | Jan 29, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 3,002 | 282 | 0.0% | — | 459 | +3,002 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,996 | 281 | 0.01% | 0.01% | 460 | +104 | 3.6% | Q4 2025 | Feb 09, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 2,998 | 281 | 0.14% | 0.15% | 461 | +59 | 2.01% | Q4 2025 | Jan 14, 2026 |
| Foundry Financial LLC | History | New | 2,940 | 276 | 0.15% | — | 462 | +2,940 | New | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 2,924 | 274 | 0.01% | 0.01% | 463 | +646 | 28.36% | Q4 2025 | Feb 02, 2026 |
| TruNorth Capital Management, LLC | History | No change | 2,810 | 264 | 0.05% | 0.05% | 464 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RVW Wealth, LLC | History | No change | 2,817 | 264 | 0.02% | 0.02% | 465 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 2,787 | 261 | 0.01% | 0.01% | 466 | +22 | 0.8% | Q4 2025 | Feb 17, 2026 |
| CWA Asset Management Group, LLC | History | New | 2,771 | 260 | 0.01% | — | 468 | +2,771 | New | Q4 2025 | Jan 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,767 | 260 | 0.0% | 0.0% | 467 | -892 | -24.38% | Q4 2025 | Feb 18, 2026 |
| BFI Wealth Solutions, LLC | History | New | 2,753 | 259 | 0.25% | — | 470 | +2,753 | New | Q4 2025 | Feb 19, 2026 |
| Financial Architects, LLC | History | No change | 2,760 | 259 | 0.14% | 0.14% | 469 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 2,726 | 256 | 0.01% | 0.01% | 471 | +280 | 11.45% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,724 | 255 | 0.0% | 0.0% | 472 | +760 | 38.7% | Q4 2025 | Feb 12, 2026 |
| Stonebridge Financial Group, LLC | History | New | 2,707 | 254 | 0.02% | — | 473 | +2,707 | New | Q4 2025 | Jan 21, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 2,662 | 250 | 0.01% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | New | 2,651 | 249 | 0.0% | — | 475 | +2,651 | New | Q4 2025 | Feb 13, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | New | 2,518 | 236 | 0.05% | — | 476 | +2,518 | New | Q4 2025 | Feb 13, 2026 |
| EVOKE WEALTH, LLC | History | New | 2,472 | 232 | 0.0% | — | 477 | +2,472 | New | Q4 2025 | Feb 06, 2026 |
| Cypress Wealth Services, LLC | History | No change | 2,430 | 228 | 0.03% | 0.04% | 478 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 2,322 | 224 | 0.13% | 0.14% | 479 | -22 | -0.94% | Q4 2025 | Jan 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 2,322 | 218 | 0.03% | 0.02% | 480 | -51 | -2.15% | Q4 2025 | Feb 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 2,315 | 217 | 0.0% | — | 482 | +2,315 | New | Q4 2025 | Feb 02, 2026 |
| Nova R Wealth, Inc. | History | New | 2,313 | 217 | 0.08% | — | 481 | +2,313 | New | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,300 | 216 | 0.0% | 0.0% | 483 | -11,151 | -82.9% | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | New | 2,274 | 213 | 0.01% | — | 484 | +2,274 | New | Q4 2025 | Feb 06, 2026 |
| Fortis Capital Management LLC | History | New | 2,270 | 213 | 0.03% | — | 485 | +2,270 | New | Q4 2025 | Feb 13, 2026 |
| Meritas Wealth Management, LLC | History | Reduced | 2,277 | 213 | 0.1% | 0.1% | 486 | -66 | -2.82% | Q4 2025 | Jan 14, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 2,201 | 206 | 0.03% | — | 487 | +2,201 | New | Q4 2025 | Feb 09, 2026 |
| Brooklyn Investment Group | History | New | 2,169 | 204 | 0.01% | — | 489 | +2,169 | New | Q4 2025 | Feb 12, 2026 |
| SRH ADVISORS, LLC | History | Added to | 2,172 | 204 | 0.06% | 0.05% | 488 | +426 | 24.4% | Q4 2025 | Jan 21, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 2,144 | 201 | 0.08% | 0.37% | 490 | -7,045 | -76.67% | Q4 2025 | Jan 20, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,810 | 170 | 0.03% | 0.03% | 491 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bank of New Hampshire | History | New | 1,578 | 148 | 0.03% | — | 492 | +1,578 | New | Q4 2025 | Mar 16, 2026 |
| MAI Capital Management | History | Added to | 1,476 | 138 | 0.0% | 0.0% | 493 | +24 | 1.65% | Q4 2025 | Feb 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 1,446 | 135 | 0.0% | — | 494 | +1,446 | New | Q4 2025 | Feb 12, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,327 | 124 | 0.05% | — | 495 | +1,327 | New | Q4 2025 | Feb 06, 2026 |
| Trust Co | History | New | 1,280 | 120 | 0.01% | — | 496 | +1,280 | New | Q4 2025 | Jan 15, 2026 |
| US BANCORP \DE\ | History | Added to | 1,203 | 113 | 0.0% | 0.0% | 497 | +304 | 33.82% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | New | 1,160 | 109 | 0.0% | — | 498 | +1,160 | New | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | New | 1,131 | 106 | 0.01% | — | 499 | +1,131 | New | Q4 2025 | Feb 26, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,104 | 103 | 0.0% | 0.0% | 500 | +324 | 41.54% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,031 | 98 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,009 | 94 | 0.0% | 0.0% | 502 | +408 | 67.89% | Q4 2025 | Feb 17, 2026 |
| Operose Advisors LLC | History | Added to | 946 | 88 | 0.02% | 0.01% | 503 | +568 | 150.26% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 940 | 88 | 0.0% | 0.0% | 504 | +42 | 4.68% | Q4 2025 | Feb 10, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 932 | 87 | 0.0% | 0.01% | 505 | -1,317 | -58.56% | Q4 2025 | Feb 17, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 856 | 80 | 0.04% | 0.04% | 506 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NorthAvenue LLC | History | New | 830 | 77 | 0.06% | — | 509 | +830 | New | Q4 2025 | Apr 02, 2026 |
| McIlrath & Eck, LLC | History | New | 822 | 77 | 0.01% | — | 508 | +822 | New | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | Added to | 830 | 77 | 0.0% | 0.0% | 507 | +149 | 21.88% | Q4 2025 | Jan 23, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 805 | 75 | 0.03% | — | 510 | +805 | New | Q4 2025 | Jan 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 781 | 73 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 691 | 71 | 0.01% | 0.01% | 512 | -242 | -25.94% | Q4 2025 | Feb 02, 2026 |
| BESSEMER GROUP INC | History | No change | 719 | 68 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Clayton Financial Group LLC | History | New | 632 | 59 | 0.03% | — | 515 | +632 | New | Q4 2025 | Jan 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 623 | 59 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 579 | 54 | 0.04% | 0.04% | 516 | +61 | 11.78% | Q4 2025 | Jan 27, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 520 | 48 | 0.0% | 0.0% | 517 | -33 | -5.97% | Q4 2025 | Feb 13, 2026 |
| Glassman Wealth Services | History | No change | 521 | 48 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 506 | 47 | 0.0% | 0.0% | 519 | -206 | -28.93% | Q4 2025 | Feb 17, 2026 |
| Strive Financial Group ,LLC | History | New | 484 | 45 | 0.02% | — | 520 | +484 | New | Q4 2025 | Feb 18, 2026 |
| Monetary Solutions, Ltd | History | New | 460 | 43 | 0.04% | — | 522 | +460 | New | Q4 2025 | Feb 23, 2026 |
| Corsicana & Co. | History | No change | 462 | 43 | 0.02% | 0.02% | 521 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| JDM Financial Group LLC | History | No change | 431 | 40 | 0.02% | 0.02% | 523 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ROGCO, LP | History | New | 422 | 39 | 0.01% | — | 525 | +422 | New | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 423 | 39 | 0.0% | 0.0% | 524 | +400 | 1739.13% | Q4 2025 | Feb 20, 2026 |
| RHL GROUP, LLC | History | New | 411 | 38 | 0.03% | — | 526 | +411 | New | Q4 2025 | Feb 09, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 380 | 35 | 0.01% | 0.01% | 527 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| POM Investment Strategies, LLC | History | New | 366 | 34 | 0.02% | — | 528 | +366 | New | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | No change | 360 | 33 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TD Capital Management LLC | History | New | 348 | 32 | 0.0% | — | 530 | +348 | New | Q4 2025 | Feb 26, 2026 |
| Key FInancial Inc | History | Added to | 332 | 31 | 0.01% | 0.0% | 531 | +182 | 121.33% | Q4 2025 | Feb 09, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 300 | 28 | 0.02% | 0.01% | 532 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Daytona Street Capital LLC | History | New | 260 | 24 | 0.02% | — | 533 | +260 | New | Q4 2025 | Jan 21, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 250 | 23 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Oakworth Capital, Inc. | History | No change | 235 | 22 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kingdom Financial Group LLC. | History | New | 230 | 21 | 0.01% | — | 537 | +230 | New | Q4 2025 | Feb 06, 2026 |
| Private Wealth Asset Management, LLC | History | New | 228 | 21 | 0.0% | — | 536 | +228 | New | Q4 2025 | Feb 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 224 | 21 | 0.02% | 0.0% | 538 | +176 | 366.67% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | Added to | 206 | 20 | 0.0% | 0.0% | 539 | +54 | 35.53% | Q4 2025 | Jan 21, 2026 |
| Creative Capital Management Investments LLC | History | No change | 210 | 19 | 0.01% | 0.01% | 540 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clarity Asset Management, Inc. | History | New | 198 | 18 | 0.01% | — | 541 | +198 | New | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 157 | 14 | 0.0% | — | 542 | +157 | New | Q4 2025 | Feb 02, 2026 |
| OPTIMA CAPITAL LLC | History | New | 153 | 14 | 0.01% | — | 543 | +153 | New | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 140 | 13 | 0.0% | 0.0% | 544 | -856 | -85.94% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 148 | 13 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 126 | 11 | 0.0% | 0.0% | 546 | +2 | 1.61% | Q4 2025 | Feb 06, 2026 |
| Team Financial Group, LLC | History | No change | 125 | 11 | 0.0% | 0.01% | 547 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 111 | 10 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | New | 102 | 9 | 0.01% | — | 551 | +102 | New | Q4 2025 | Jan 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| GODSEY & GIBB, INC | History | New | 86 | 8 | 0.0% | — | 552 | +86 | New | Q4 2025 | Jan 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 89 | 8 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 75 | 7 | 0.0% | — | 555 | +75 | New | Q4 2025 | Feb 18, 2026 |
| Clearstead Advisors, LLC | History | No change | 82 | 7 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Lodestone Wealth Management LLC | History | New | 59 | 5 | 0.0% | — | 557 | +59 | New | Q4 2025 | Jan 15, 2026 |
| GoalVest Advisory LLC | History | New | 57 | 5 | 0.0% | — | 556 | +57 | New | Q4 2025 | Jan 05, 2026 |
| Spire Wealth Management | History | New | 53 | 4 | 0.0% | — | 558 | +53 | New | Q4 2025 | Jan 14, 2026 |
| Abound Wealth Management | History | New | 44 | 4 | 0.0% | — | 559 | +44 | New | Q4 2025 | Jan 12, 2026 |
| Stephens Consulting, LLC | History | New | 43 | 4 | 0.0% | — | 560 | +43 | New | Q4 2025 | Jan 13, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 34 | 3 | 0.0% | — | 561 | +34 | New | Q4 2025 | Jan 21, 2026 |
| BFSG, LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 30 | 2 | 0.0% | — | 568 | +30 | New | Q4 2025 | Feb 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 26 | 2 | 0.0% | — | 563 | +26 | New | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | New | 24 | 2 | 0.0% | — | 565 | +24 | New | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | Reduced | 23 | 2 | 0.0% | 0.0% | 566 | -19 | -45.24% | Q4 2025 | Jan 29, 2026 |
| S&T BANK/PA | History | No change | 28 | 2 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 16 | 1 | 0.0% | — | 569 | +16 | New | Q4 2025 | Feb 03, 2026 |
| TSFG, LLC | History | Reduced | 6 | 1 | 0.0% | 0.0% | 570 | -5 | -45.45% | Q4 2025 | Feb 04, 2026 |
| Pure Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 2.37% | — | -1,669,183 | -100.0% | Q3 2025 | Oct 20, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -540,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Werba Rubin Papier Wealth Management | History | Closed out | 0 | 0 | — | 4.55% | — | -316,400 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -51,355 | -100.0% | Q3 2025 | Oct 06, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -35,244 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -34,609 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Tempus Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -10,127 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,233 | -100.0% | Q3 2025 | Oct 14, 2025 |
| DAVIS R M INC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,846 | -100.0% | Q3 2025 | Nov 12, 2025 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -3,473 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Closed out | 0 | 0 | — | 0.14% | — | -3,464 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.12% | — | -3,019 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,876 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ABSHER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,124 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Vestwell Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -742 | -100.0% | Q3 2025 | Dec 05, 2025 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -302 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -285 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -226 | -100.0% | Q3 2025 | Nov 05, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -187 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.01% | — | -153 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Security National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q3 2025 | Oct 20, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Golden State Wealth Management, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -77 | -90.59% | Q4 2025 | Feb 13, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Morling Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 21, 2026 |
| First PREMIER Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Oct 15, 2025 |
| CKW FINANCIAL GROUP | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIGNATUREFD, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Addison Advisors LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |