AMERICAN CENTURY ETF TRUST - AVLV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 16 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 | 222,541 | 16,861,298 | 11.7% | — | 1 | +222,541 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 13,752,416 | 1,042,020 | 0.57% | 0.62% | 2 | -317,983 | -2.26% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 10,876,784 | 824,132 | 0.24% | 0.23% | 3 | -26,430 | -0.24% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,377,165 | 815,354 | 1.11% | 1.09% | 4 | +354,964 | 3.54% | Q4 2025 | Jan 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,941,831 | 298,346 | 0.07% | 0.06% | 5 | +373,773 | 10.48% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 2,608,429 | 197,640 | 0.05% | 0.05% | 6 | +31,266 | 1.21% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 2,511,491 | 190,295 | 0.28% | 0.27% | 7 | +239,687 | 10.55% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,401,440 | 181,957 | 0.09% | 0.08% | 8 | +270,603 | 12.7% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 2,210,192 | 167,466 | 0.19% | 0.24% | 9 | +134,019 | 6.46% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,035,906 | 154,260 | 0.1% | 0.09% | 10 | +70,504 | 3.59% | Q4 2025 | Feb 10, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 1,972,949 | 149,490 | 14.36% | — | 11 | +1,972,949 | New | Q4 2025 | Feb 11, 2026 |
| Falcon Wealth Planning | History | Added to | 1,804,027 | 136,691 | 11.51% | 11.34% | 12 | +58,212 | 3.33% | Q4 2025 | Feb 03, 2026 |
| Savant Capital, LLC | History | Reduced | 1,628,864 | 123,418 | 0.7% | 0.79% | 13 | -166,916 | -9.29% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,535,309 | 116,330 | 0.94% | 1.04% | 14 | +90,404 | 6.26% | Q4 2025 | Feb 17, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 1,329,332 | 100,723 | 6.94% | 6.59% | 15 | +42,457 | 3.3% | Q4 2025 | Feb 23, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 1,325,341 | 100,421 | 2.6% | 2.59% | 16 | +2,462 | 0.19% | Q4 2025 | Jan 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,321,128 | 100,101 | 1.73% | 1.68% | 17 | +11,788 | 0.9% | Q4 2025 | Jan 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,300,974 | 98,574 | 0.01% | 0.01% | 18 | -101,683 | -7.25% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 1,291,780 | 97,878 | 0.39% | 0.42% | 19 | -266,801 | -17.12% | Q4 2025 | Jan 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,272,001 | 96,379 | 1.17% | 1.4% | 20 | -266,674 | -17.33% | Q4 2025 | Jan 21, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,241,481 | 94,067 | 0.1% | 0.11% | 21 | -77,092 | -5.85% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 1,150,578 | 91,724 | 5.94% | 5.51% | 22 | +49,927 | 4.54% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Added to | 1,159,380 | 87,846 | 0.01% | 0.0% | 23 | +32,087 | 2.85% | Q4 2025 | Feb 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 1,138,940 | 86,297 | 9.74% | 9.3% | 24 | +47,118 | 4.32% | Q4 2025 | Jan 14, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 1,083,719 | 82,113 | 11.42% | 11.22% | 25 | -1,129 | -0.1% | Q4 2025 | Feb 04, 2026 |
| HUB Investment Partners, LLC | History | New | 1,081,856 | 81,972 | 2.12% | — | 26 | +1,081,856 | New | Q4 2025 | Feb 17, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 1,006,324 | 76,249 | 5.77% | 5.24% | 27 | +16,877 | 1.71% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 968,781 | 73,404 | 0.1% | 0.1% | 28 | -132,771 | -12.05% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 958,415 | 72,619 | 0.0% | 0.0% | 29 | +257,009 | 36.64% | Q4 2025 | Feb 17, 2026 |
| Wealth Management Nebraska | History | Added to | 866,040 | 65,619 | 7.5% | 6.63% | 30 | +96,830 | 12.59% | Q4 2025 | Jan 28, 2026 |
| &PARTNERS | History | Added to | 842,326 | 63,865 | 0.33% | 0.36% | 31 | +63,448 | 8.15% | Q4 2025 | Feb 17, 2026 |
| ESL Trust Services, LLC | History | Added to | 821,432 | 62,239 | 11.95% | 0.79% | 32 | +765,634 | 1372.15% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 756,140 | 57,736 | 0.1% | 0.07% | 33 | +257,540 | 51.65% | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 716,455 | 54,286 | 0.46% | 0.41% | 34 | -10,200 | -1.4% | Q4 2025 | Jan 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 704,183 | 53,355 | 0.1% | 0.02% | 35 | +577,021 | 453.77% | Q4 2025 | Mar 16, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 680,847 | 51,587 | 3.33% | 3.25% | 36 | +16,517 | 2.49% | Q4 2025 | Feb 18, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 679,016 | 51,449 | 5.03% | 4.99% | 37 | -13,302 | -1.92% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 668,964 | 50,687 | 0.54% | 0.25% | 38 | +438,265 | 189.97% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | New | 648,280 | 49,120 | 1.43% | — | 39 | +648,280 | New | Q4 2025 | Feb 13, 2026 |
| Glenview Trust Co | History | Added to | 647,157 | 49,035 | 0.76% | 0.69% | 40 | +45,079 | 7.49% | Q4 2025 | Feb 09, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 639,774 | 48,475 | 0.09% | 0.09% | 41 | +21,142 | 3.42% | Q4 2025 | Feb 12, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 621,070 | 47,058 | 10.16% | 10.07% | 42 | +19,010 | 3.16% | Q4 2025 | Jan 20, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 606,602 | 45,962 | 9.66% | 9.46% | 43 | +37,495 | 6.59% | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 549,416 | 41,629 | 0.0% | 0.0% | 44 | +80,406 | 17.14% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 548,092 | 41,528 | 0.01% | 0.01% | 45 | +59,713 | 12.23% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 528,588 | 40,051 | 0.01% | 0.02% | 46 | -249,381 | -32.06% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 525,810 | 39,840 | 0.16% | 0.17% | 47 | +25,953 | 5.19% | Q4 2025 | Feb 13, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 499,066 | 37,814 | 10.94% | 10.54% | 48 | +11,714 | 2.4% | Q4 2025 | Feb 12, 2026 |
| Opus Capital Group, LLC | History | Added to | 492,427 | 37,311 | 4.04% | 3.96% | 49 | +4,678 | 0.96% | Q4 2025 | Jan 30, 2026 |
| B&D White Capital Company, LLC | History | Added to | 474,291 | 35,937 | 4.16% | 0.99% | 50 | +367,400 | 343.71% | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 470,955 | 35,684 | 1.61% | 1.61% | 51 | -5,998 | -1.26% | Q4 2025 | Feb 13, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 470,694 | 35,664 | 6.31% | 5.67% | 52 | +35,838 | 8.24% | Q4 2025 | Jan 23, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 410,597 | 32,773 | 3.02% | 2.99% | 53 | -18,923 | -4.41% | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 396,099 | 30,012 | 0.01% | 0.0% | 54 | +46,597 | 13.33% | Q4 2025 | Feb 13, 2026 |
| Aprio Wealth Management, LLC | History | New | 395,095 | 29,936 | 1.72% | — | 55 | +395,095 | New | Q4 2025 | Jan 29, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 370,280 | 28,056 | 2.89% | 2.9% | 56 | -20,281 | -5.19% | Q4 2025 | Jan 26, 2026 |
| Austin Wealth Management, LLC | History | Added to | 349,095 | 27,383 | 4.05% | 3.74% | 57 | +17,930 | 5.41% | Q4 2025 | Jan 26, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 340,014 | 27,068 | 0.67% | 0.65% | 58 | +312 | 0.09% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 332,703 | 25,208 | 0.31% | 1.24% | 59 | -1,162,435 | -77.75% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 324,392 | 24,579 | 0.0% | — | 60 | +324,392 | New | Q4 2025 | Feb 17, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 320,959 | 24,319 | 5.54% | 5.3% | 61 | +28,726 | 9.83% | Q4 2025 | Jan 21, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 318,044 | 24,098 | 8.66% | 7.21% | 62 | +48,148 | 17.84% | Q4 2025 | Feb 10, 2026 |
| Symmetry Partners, LLC | History | Added to | 304,318 | 23,058 | 1.36% | 1.93% | 63 | +59,378 | 24.24% | Q4 2025 | Jan 27, 2026 |
| Apella Capital, LLC | History | Added to | 281,549 | 21,332 | 0.42% | 0.4% | 64 | +31,500 | 12.6% | Q4 2025 | Jan 21, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 280,189 | 21,229 | 12.35% | 12.38% | 65 | +27,041 | 10.68% | Q4 2025 | Feb 05, 2026 |
| McMill Wealth Management | History | Added to | 269,242 | 20,400 | 5.74% | 5.25% | 66 | +14,264 | 5.59% | Q4 2025 | Feb 23, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 261,594 | 19,821 | 3.62% | 3.39% | 67 | +3,411 | 1.32% | Q4 2025 | Feb 17, 2026 |
| Northland Capital Management LLC | History | Added to | 260,445 | 19,733 | 11.05% | 9.4% | 68 | +38,101 | 17.14% | Q4 2025 | Jan 20, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 259,744 | 19,680 | 13.08% | 13.06% | 69 | +379 | 0.15% | Q4 2025 | Jan 08, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 259,385 | 19,653 | 2.82% | 2.64% | 70 | +11,139 | 4.49% | Q4 2025 | Jan 12, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 254,481 | 19,282 | 1.79% | 2.06% | 71 | -22,130 | -8.0% | Q4 2025 | Feb 03, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 246,660 | 18,689 | 0.13% | 0.13% | 72 | +41,607 | 20.29% | Q4 2025 | Feb 18, 2026 |
| Fonville Wealth Management LLC | History | Added to | 242,754 | 18,393 | 3.76% | 3.55% | 73 | +24,148 | 11.05% | Q4 2025 | Jan 23, 2026 |
| Oceanside Advisors LLC | History | Reduced | 240,033 | 18,187 | 11.02% | 10.93% | 74 | -2,025 | -0.84% | Q4 2025 | Jan 26, 2026 |
| Kestra Investment Management, LLC | History | Added to | 233,118 | 17,663 | 0.43% | 0.43% | 75 | +9,466 | 4.23% | Q4 2025 | Feb 09, 2026 |
| Keener Financial Planning LLC | History | Added to | 229,126 | 17,360 | 7.5% | 7.13% | 76 | +16,298 | 7.66% | Q4 2025 | Jan 23, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 213,775 | 16,768 | 10.07% | 9.77% | 77 | +5,005 | 2.4% | Q4 2025 | Jan 12, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 219,562 | 16,636 | 1.39% | 1.27% | 78 | +14,087 | 6.86% | Q4 2025 | Feb 09, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 216,227 | 16,383 | 10.41% | 9.92% | 79 | +11,368 | 5.55% | Q4 2025 | Feb 04, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 213,618 | 16,185 | 4.85% | 4.76% | 80 | +2,363 | 1.12% | Q4 2025 | Jan 30, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 219,727 | 15,971 | 1.66% | 1.32% | 81 | +53,003 | 31.79% | Q4 2025 | Feb 12, 2026 |
| REAP Financial Group, LLC | History | Added to | 208,788 | 15,819 | 3.21% | 3.04% | 82 | +14,989 | 7.73% | Q4 2025 | Feb 10, 2026 |
| Advantage Trust Co | History | Added to | 204,534 | 15,497 | 6.98% | 4.99% | 83 | +51,604 | 33.74% | Q4 2025 | Jan 29, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 200,443 | 15,187 | 7.3% | 6.58% | 84 | +16,486 | 8.96% | Q4 2025 | Jan 14, 2026 |
| Providence Financial Advisors, LLC | History | Reduced | 199,067 | 15,083 | 15.04% | 13.87% | 85 | -2,152 | -1.07% | Q4 2025 | Feb 10, 2026 |
| Krilogy Financial LLC | History | Reduced | 185,103 | 14,774 | 0.5% | 0.52% | 86 | -4,936 | -2.6% | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 194,660 | 14,749 | 0.05% | 0.07% | 87 | -10,890 | -5.3% | Q4 2025 | Feb 18, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 193,634 | 14,671 | 6.34% | 7.2% | 88 | +12,894 | 7.13% | Q4 2025 | Feb 09, 2026 |
| Apollon Financial, LLC | History | Added to | 190,275 | 14,417 | 2.09% | 2.15% | 89 | +11,417 | 6.38% | Q4 2025 | Jan 22, 2026 |
| BostonPremier Wealth LLC | History | Added to | 188,881 | 14,311 | 7.33% | 5.68% | 90 | +30,741 | 19.44% | Q4 2025 | Jan 13, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 179,389 | 13,592 | 3.95% | 3.97% | 91 | -4,034 | -2.2% | Q4 2025 | Jan 08, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 178,244 | 13,505 | 5.94% | 5.83% | 92 | +4,479 | 2.58% | Q4 2025 | Jan 30, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 177,696 | 13,464 | 4.91% | 5.59% | 93 | -4,833 | -2.65% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 177,561 | 13,453 | 0.03% | 0.03% | 94 | +12,133 | 7.33% | Q4 2025 | Feb 13, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 177,103 | 13,419 | 4.11% | 3.39% | 95 | +30,655 | 20.93% | Q4 2025 | Jan 20, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 176,347 | 13,361 | 3.07% | 3.08% | 96 | -1,444 | -0.81% | Q4 2025 | Jan 06, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 173,727 | 13,163 | 0.43% | 0.44% | 97 | +6,229 | 3.72% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 173,447 | 13,142 | 0.15% | 0.14% | 98 | -413 | -0.24% | Q4 2025 | Feb 05, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 172,629 | 13,080 | 0.58% | 0.49% | 99 | +37,411 | 27.67% | Q4 2025 | Feb 10, 2026 |
| WJ Interests, LLC | History | Reduced | 172,379 | 13,061 | 5.62% | 5.53% | 100 | -17,125 | -9.04% | Q4 2025 | Jan 26, 2026 |
| Certified Advisory Corp | History | Added to | 171,637 | 13,004 | 1.18% | 1.14% | 101 | +6,141 | 3.71% | Q4 2025 | Jan 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 170,605 | 12,926 | 0.23% | 0.25% | 102 | +2,051 | 1.22% | Q4 2025 | Jan 16, 2026 |
| Corient Private Wealth LLC | History | Added to | 168,739 | 12,785 | 0.02% | 0.01% | 103 | +119,587 | 243.3% | Q4 2025 | Mar 09, 2026 |
| Pathstone Holdings, LLC | History | New | 163,223 | 12,367 | 0.05% | — | 104 | +163,223 | New | Q4 2025 | Feb 13, 2026 |
| Mach-1 Financial Group, LLC | History | New | 152,505 | 11,555 | 2.37% | — | 105 | +152,505 | New | Q4 2025 | Feb 06, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 150,889 | 11,432 | 8.1% | 7.78% | 106 | +4,859 | 3.33% | Q4 2025 | Jan 07, 2026 |
| Kilner Capital Advisors, LLC | History | New | 150,430 | 11,398 | 10.88% | — | 107 | +150,430 | New | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 147,020 | 11,139 | 0.01% | 0.01% | 108 | -1,016 | -0.69% | Q4 2025 | Feb 06, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Reduced | 139,317 | 10,556 | 5.0% | 4.93% | 109 | -1,556 | -1.1% | Q4 2025 | Feb 10, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 139,046 | 10,535 | 4.88% | 4.55% | 110 | +9,520 | 7.35% | Q4 2025 | Jan 23, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 135,643 | 10,277 | 8.52% | 7.86% | 111 | +10,320 | 8.23% | Q4 2025 | Jan 08, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 134,077 | 10,158 | 1.92% | 1.93% | 112 | -4,187 | -3.03% | Q4 2025 | Jan 30, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 133,735 | 10,133 | 5.07% | 4.83% | 113 | +6,403 | 5.03% | Q4 2025 | Feb 04, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 130,615 | 9,896 | 0.28% | 0.68% | 114 | -20,600 | -13.62% | Q4 2025 | Feb 10, 2026 |
| Trailhead Planners LLC | History | New | 128,253 | 9,717 | 9.55% | — | 115 | +128,253 | New | Q4 2025 | Feb 12, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 127,209 | 9,638 | 1.08% | 0.6% | 116 | +55,533 | 77.48% | Q4 2025 | Jan 08, 2026 |
| MB Generational Wealth, LLC | History | Added to | 127,035 | 9,625 | 5.1% | 5.82% | 117 | +306 | 0.24% | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 126,543 | 9,588 | 0.17% | 0.21% | 118 | -22,932 | -15.34% | Q4 2025 | Feb 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 123,986 | 9,394 | 0.67% | 0.6% | 119 | +826 | 0.67% | Q4 2025 | Jan 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 123,203 | 9,335 | 0.12% | 0.11% | 120 | +266 | 0.22% | Q4 2025 | Feb 05, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 122,311 | 9,267 | 5.41% | 6.7% | 121 | -36,545 | -23.01% | Q4 2025 | Jan 22, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 117,450 | 9,030 | 1.43% | 1.35% | 122 | +5,112 | 4.55% | Q4 2025 | Jan 08, 2026 |
| Fortitude Family Office, LLC | History | Added to | 118,737 | 8,996 | 2.09% | 1.91% | 123 | +20,497 | 20.86% | Q4 2025 | Jan 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 117,981 | 8,939 | 0.47% | 0.48% | 124 | +11,293 | 10.59% | Q4 2025 | Jan 26, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 115,411 | 8,744 | 5.5% | 4.98% | 125 | +3,390 | 3.03% | Q4 2025 | Feb 23, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 114,017 | 8,639 | 1.87% | 1.73% | 126 | +17,994 | 18.74% | Q4 2025 | Feb 09, 2026 |
| McLean Asset Management Corp | History | Added to | 108,571 | 8,568 | 1.53% | 0.96% | 127 | +44,306 | 68.94% | Q4 2025 | Jan 16, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 112,913 | 8,555 | 0.98% | 0.92% | 128 | +4,658 | 4.3% | Q4 2025 | Jan 29, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 112,609 | 8,532 | 0.5% | 1.13% | 129 | -246,255 | -68.62% | Q4 2025 | Jan 30, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 112,046 | 8,489 | 5.89% | 5.63% | 130 | +6,442 | 6.1% | Q4 2025 | Jan 08, 2026 |
| Creative Planning | History | Reduced | 108,795 | 8,243 | 0.01% | 0.01% | 131 | -4,408 | -3.89% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Reduced | 108,446 | 8,216 | 5.3% | 5.18% | 132 | -463 | -0.43% | Q4 2025 | Jan 29, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 106,877 | 8,098 | 2.29% | 2.69% | 133 | -20,842 | -16.32% | Q4 2025 | Feb 05, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 105,060 | 7,960 | 1.1% | 0.93% | 134 | +8,832 | 9.18% | Q4 2025 | Jan 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 104,962 | 7,952 | 1.68% | 1.57% | 135 | +6,248 | 6.33% | Q4 2025 | Feb 10, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 103,898 | 7,872 | 1.45% | 1.19% | 136 | +12,997 | 14.3% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 103,829 | 7,870 | 0.06% | — | 137 | +103,829 | New | Q4 2025 | Feb 18, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 102,776 | 7,787 | 0.67% | 0.65% | 138 | +1,961 | 1.95% | Q4 2025 | Jan 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 101,138 | 7,663 | 0.01% | 0.01% | 139 | +6,951 | 7.38% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 99,409 | 7,532 | 0.02% | 0.0% | 140 | +80,710 | 431.63% | Q4 2025 | Feb 02, 2026 |
| Vestment Financial LLC | History | Added to | 94,923 | 7,513 | 3.9% | 3.9% | 141 | +729 | 0.77% | Q4 2025 | Jan 23, 2026 |
| Networth Advisors, LLC | History | New | 98,545 | 7,466 | 5.51% | — | 142 | +98,545 | New | Q4 2025 | Jan 22, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 96,673 | 7,324 | 1.62% | 1.31% | 143 | +18,336 | 23.41% | Q4 2025 | Feb 04, 2026 |
| ATLas Financial Planning LLC | History | New | 95,592 | 7,243 | 7.11% | — | 144 | +95,592 | New | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 95,138 | 7,208 | 0.12% | 0.07% | 145 | +48,061 | 102.09% | Q4 2025 | Feb 19, 2026 |
| Yardley Wealth Management LLC | History | Added to | 95,003 | 7,198 | 3.83% | 3.77% | 146 | +1,679 | 1.8% | Q4 2025 | Feb 05, 2026 |
| SOL Capital Management CO | History | Added to | 94,170 | 7,135 | 0.64% | 0.6% | 147 | +2,158 | 2.35% | Q4 2025 | Jan 30, 2026 |
| Concord Wealth Partners | History | Reduced | 92,129 | 6,980 | 0.91% | 0.92% | 148 | -424 | -0.46% | Q4 2025 | Jan 29, 2026 |
| EnRich Financial Partners LLC | History | Added to | 91,437 | 6,928 | 1.89% | 1.67% | 149 | +10,265 | 12.65% | Q4 2025 | Jan 28, 2026 |
| AlphaCore Capital LLC | History | Reduced | 89,950 | 6,815 | 0.15% | 0.22% | 150 | -276 | -0.31% | Q4 2025 | Feb 05, 2026 |
| ENTREWEALTH, LLC | History | Added to | 80,722 | 6,738 | 3.04% | 2.63% | 151 | +10,049 | 14.22% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 88,655 | 6,717 | 0.0% | 0.0% | 152 | +14,570 | 19.67% | Q4 2025 | Feb 17, 2026 |
| Concord Asset Management, LLC/VA | History | Reduced | 85,832 | 6,503 | 1.13% | 1.14% | 153 | -1,004 | -1.16% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 85,084 | 6,446 | 0.01% | 0.01% | 154 | -12,123 | -12.47% | Q4 2025 | Feb 18, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 79,481 | 6,336 | 4.74% | 4.49% | 155 | +1,708 | 2.2% | Q4 2025 | Feb 13, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 82,528 | 6,253 | 0.81% | 0.83% | 156 | -7,055 | -7.88% | Q4 2025 | Jan 22, 2026 |
| White Pine Investment CO | History | Added to | 82,516 | 6,252 | 1.47% | 1.39% | 157 | +1,355 | 1.67% | Q4 2025 | Jan 28, 2026 |
| Prosperity Planning, Inc. | History | Added to | 81,591 | 6,182 | 1.62% | 1.47% | 158 | +5,939 | 7.85% | Q4 2025 | Jan 14, 2026 |
| Strategent Financial, LLC | History | Added to | 81,140 | 6,147 | 3.89% | 0.16% | 159 | +78,000 | 2484.08% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 81,043 | 6,140 | 0.0% | 0.0% | 160 | +13,666 | 20.28% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 76,933 | 5,829 | 0.02% | 0.0% | 161 | +66,977 | 672.73% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | Reduced | 76,520 | 5,797 | 0.19% | 0.19% | 162 | -189 | -0.25% | Q4 2025 | Feb 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 69,915 | 5,297 | 0.43% | 0.41% | 163 | -3,534 | -4.81% | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 68,974 | 5,226 | 0.63% | 0.5% | 164 | +10,308 | 17.57% | Q4 2025 | Feb 13, 2026 |
| Burk Holdings LLC | History | Added to | 68,098 | 5,159 | 2.46% | 2.44% | 165 | +4,878 | 7.72% | Q4 2025 | Feb 12, 2026 |
| Midwest Financial Group LLC | History | Added to | 67,529 | 5,116 | 2.26% | 2.24% | 166 | +2,532 | 3.9% | Q4 2025 | Jan 20, 2026 |
| SRH ADVISORS, LLC | History | Added to | 64,297 | 4,871 | 1.4% | 1.2% | 167 | +7,421 | 13.05% | Q4 2025 | Jan 21, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 60,999 | 4,621 | 3.37% | 3.51% | 168 | -1,331 | -2.14% | Q4 2025 | Jan 21, 2026 |
| Investment Advisory Group, LLC | History | Added to | 60,916 | 4,615 | 1.19% | 0.34% | 169 | +43,539 | 250.56% | Q4 2025 | Jan 23, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 60,218 | 4,562 | 1.64% | 1.58% | 170 | +522 | 0.87% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 59,415 | 4,502 | 0.01% | 0.01% | 171 | -8,453 | -12.46% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 55,627 | 4,417 | 0.38% | 0.43% | 172 | -10,961 | -16.46% | Q4 2025 | Jan 20, 2026 |
| Greenspring Advisors, LLC | History | Added to | 57,374 | 4,347 | 0.27% | 0.4% | 173 | +25,736 | 81.35% | Q4 2025 | Feb 10, 2026 |
| Navigoe, LLC | History | Reduced | 56,805 | 4,304 | 2.66% | 3.03% | 174 | -8,847 | -13.48% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Added to | 56,513 | 4,281 | 0.02% | 0.02% | 175 | +17,515 | 44.91% | Q4 2025 | Jan 26, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 54,710 | 4,145 | 0.2% | 0.15% | 176 | +6,342 | 13.11% | Q4 2025 | Jan 21, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 53,021 | 4,017 | 1.65% | 1.31% | 177 | -1,199 | -2.21% | Q4 2025 | Jan 28, 2026 |
| FineMark National Bank & Trust | History | Added to | 52,879 | 4,006 | 0.12% | 0.06% | 178 | +28,744 | 119.1% | Q4 2025 | Feb 12, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 52,646 | 3,988 | 0.43% | 0.29% | 179 | +17,832 | 51.22% | Q4 2025 | Jan 26, 2026 |
| Quantinno Capital Management LP | History | Added to | 52,576 | 3,983 | 0.01% | 0.0% | 180 | +32,189 | 157.89% | Q4 2025 | Feb 17, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 52,442 | 3,973 | 0.4% | 0.36% | 181 | +9,533 | 22.22% | Q4 2025 | Feb 06, 2026 |
| Ballast Financial Advisors LLC | History | New | 51,827 | 3,926 | 4.04% | — | 182 | +51,827 | New | Q4 2025 | Feb 17, 2026 |
| CRA Financial Services, LLC | History | Added to | 51,333 | 3,889 | 0.51% | 0.41% | 183 | +9,487 | 22.67% | Q4 2025 | Jan 16, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 51,211 | 3,880 | 0.06% | 0.02% | 184 | +35,141 | 218.67% | Q4 2025 | Feb 09, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 49,715 | 3,766 | 1.02% | 1.08% | 185 | -2,879 | -5.47% | Q4 2025 | Jan 27, 2026 |
| ABLE Financial Group, LLC | History | Added to | 49,596 | 3,757 | 0.76% | 0.68% | 186 | +6,223 | 14.35% | Q4 2025 | Jan 23, 2026 |
| Tenzing Financial LLC | History | New | 49,419 | 3,744 | 3.04% | — | 187 | +49,419 | New | Q4 2025 | Feb 13, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 48,527 | 3,676 | 1.51% | 1.32% | 188 | +5,173 | 11.93% | Q4 2025 | Feb 11, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 47,963 | 3,634 | 0.61% | 0.55% | 189 | +3,047 | 6.78% | Q4 2025 | Jan 23, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 47,910 | 3,630 | 1.48% | 1.49% | 190 | -247 | -0.51% | Q4 2025 | Jan 08, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 47,182 | 3,574 | 0.94% | 0.94% | 191 | +510 | 1.09% | Q4 2025 | Feb 06, 2026 |
| Tillman Hartley LLC | History | Added to | 46,608 | 3,531 | 0.89% | 0.87% | 192 | +293 | 0.63% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 46,522 | 3,524 | 0.07% | 0.07% | 193 | -1,261 | -2.64% | Q4 2025 | Jan 14, 2026 |
| Madrid Wealth Management, LLC | History | New | 45,767 | 3,467 | 2.81% | — | 194 | +45,767 | New | Q4 2025 | Feb 02, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 45,608 | 3,455 | 0.47% | 0.49% | 195 | -1,234 | -2.63% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 44,442 | 3,367 | 0.02% | 0.01% | 196 | +27,618 | 164.16% | Q4 2025 | Feb 17, 2026 |
| Frankly Finances, LLC | History | New | 44,269 | 3,354 | 2.91% | — | 197 | +44,269 | New | Q4 2025 | Jan 26, 2026 |
| LRI Investments, LLC | History | No change | 42,375 | 3,210 | 0.26% | 0.25% | 198 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Vise Technologies, Inc. | History | Added to | 42,282 | 3,203 | 0.06% | 0.04% | 199 | +28,239 | 201.09% | Q4 2025 | Feb 11, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 41,212 | 3,122 | 2.75% | — | 200 | +41,212 | New | Q4 2025 | Jan 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 40,277 | 3,051 | 0.1% | 0.08% | 201 | +2,237 | 5.88% | Q4 2025 | Jan 09, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 38,227 | 3,049 | 0.75% | 0.71% | 202 | +720 | 1.92% | Q4 2025 | Jan 23, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 40,176 | 3,044 | 0.8% | 0.69% | 203 | +5,330 | 15.3% | Q4 2025 | Feb 06, 2026 |
| Vawter Financial, Ltd. | History | Added to | 40,168 | 3,043 | 1.28% | 1.16% | 204 | +4,747 | 13.4% | Q4 2025 | Feb 02, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 38,662 | 2,929 | 2.58% | — | 205 | +38,662 | New | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 38,352 | 2,906 | 0.01% | 0.01% | 206 | -7,520 | -16.39% | Q4 2025 | Feb 05, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 38,326 | 2,903 | 1.19% | 1.17% | 207 | -151 | -0.39% | Q4 2025 | Jan 09, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 38,289 | 2,901 | 1.84% | 1.81% | 208 | -119 | -0.31% | Q4 2025 | Jan 15, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 37,976 | 2,877 | 0.99% | 0.98% | 209 | -160 | -0.42% | Q4 2025 | Feb 04, 2026 |
| Truepoint, Inc. | History | Reduced | 37,658 | 2,853 | 0.06% | 0.06% | 210 | -131 | -0.35% | Q4 2025 | Feb 11, 2026 |
| Orion Capital Management LLC | History | Added to | 36,729 | 2,782 | 0.94% | 0.89% | 211 | +1,247 | 3.51% | Q4 2025 | Feb 03, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 36,588 | 2,772 | 0.23% | 0.23% | 212 | -233 | -0.63% | Q4 2025 | Jan 27, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 36,528 | 2,767 | 0.56% | 0.59% | 213 | +19 | 0.05% | Q4 2025 | Jan 09, 2026 |
| Plancorp, LLC | History | No change | 35,559 | 2,694 | 0.08% | 0.08% | 214 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 34,392 | 2,605 | 1.3% | 1.05% | 215 | +7,866 | 29.65% | Q4 2025 | Jan 26, 2026 |
| Well Done, LLC | History | New | 34,275 | 2,597 | 0.39% | — | 216 | +34,275 | New | Q4 2025 | Jan 13, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 32,351 | 2,451 | 0.22% | 0.21% | 217 | -989 | -2.97% | Q4 2025 | Feb 06, 2026 |
| Herold Advisors, Inc. | History | Reduced | 32,330 | 2,449 | 0.55% | 0.54% | 218 | -138 | -0.43% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 31,738 | 2,404 | 0.0% | 0.0% | 219 | -27,982 | -46.86% | Q4 2025 | Feb 17, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 30,795 | 2,333 | 0.51% | 0.45% | 220 | +2 | 0.01% | Q4 2025 | Feb 02, 2026 |
| Arsenal Capital Advisors LLC | History | New | 29,270 | 2,217 | 1.57% | — | 221 | +29,270 | New | Q4 2025 | Feb 11, 2026 |
| Curtis Advisory Group, LLC | History | New | 29,238 | 2,215 | 0.46% | — | 222 | +29,238 | New | Q4 2025 | Jan 23, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 29,200 | 2,212 | 1.43% | 1.55% | 223 | +2,762 | 10.45% | Q4 2025 | Jan 26, 2026 |
| Mattern Wealth Management LLC | History | No change | 29,141 | 2,207 | 0.42% | 0.42% | 224 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CAP Partners, LLC | History | Added to | 28,827 | 2,184 | 1.24% | 1.17% | 225 | +338 | 1.19% | Q4 2025 | Feb 04, 2026 |
| Financial Partners Group, Inc | History | Added to | 26,848 | 2,173 | 0.25% | 0.16% | 226 | +9,375 | 53.65% | Q4 2025 | Feb 03, 2026 |
| Team Hewins, LLC | History | Reduced | 28,413 | 2,152 | 0.69% | 0.7% | 227 | -203 | -0.71% | Q4 2025 | Jan 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 27,425 | 2,133 | 0.05% | 0.04% | 228 | +1,628 | 6.31% | Q4 2025 | Jan 08, 2026 |
| Plum Street Advisors, LLC | History | Added to | 27,792 | 2,105 | 0.75% | 0.71% | 229 | +2,365 | 9.3% | Q4 2025 | Feb 13, 2026 |
| Three Arch Wealth Management LLC | History | New | 27,764 | 2,103 | 0.39% | — | 230 | +27,764 | New | Q4 2025 | Feb 13, 2026 |
| Pacific Asset Management, LLC | History | Added to | 27,708 | 2,099 | 1.26% | 1.28% | 231 | +1,706 | 6.56% | Q4 2025 | Jan 28, 2026 |
| Legacy Edge Advisors, LLC | History | New | 27,654 | 2,095 | 0.23% | — | 232 | +27,654 | New | Q4 2025 | Feb 02, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 26,155 | 1,981 | 1.01% | 0.7% | 233 | +8,826 | 50.93% | Q4 2025 | Jan 08, 2026 |
| Summit Financial, LLC | History | Added to | 25,964 | 1,967 | 0.03% | 0.02% | 234 | +7,261 | 38.82% | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | Reduced | 25,625 | 1,941 | 0.03% | 0.03% | 235 | -400 | -1.54% | Q4 2025 | Jan 27, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 25,299 | 1,916 | 0.11% | 0.1% | 236 | +1,373 | 5.74% | Q4 2025 | Feb 02, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 25,021 | 1,895 | 1.59% | — | 237 | +25,021 | New | Q4 2025 | Feb 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 23,622 | 1,864 | 0.09% | 0.08% | 238 | +4,181 | 21.51% | Q4 2025 | Feb 03, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 23,764 | 1,800 | 0.68% | 0.7% | 239 | +89 | 0.38% | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Reduced | 23,363 | 1,770 | 0.03% | 0.03% | 240 | -1,795 | -7.13% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 22,847 | 1,731 | 0.03% | 0.03% | 241 | -3,228 | -12.38% | Q4 2025 | Feb 11, 2026 |
| GEM Asset Management, LLC | History | Added to | 21,779 | 1,692 | 0.75% | 0.59% | 243 | +4,394 | 25.27% | Q4 2025 | Jan 09, 2026 |
| Equitable Holdings, Inc. | History | Added to | 22,337 | 1,692 | 0.01% | 0.01% | 242 | +300 | 1.36% | Q4 2025 | Feb 17, 2026 |
| Mendota Financial Group, LLC | History | Added to | 22,074 | 1,672 | 1.22% | 1.0% | 244 | +3,546 | 19.14% | Q4 2025 | Jan 20, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 21,891 | 1,658 | 0.2% | 0.18% | 245 | +1,059 | 5.08% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Added to | 21,807 | 1,652 | 0.03% | 0.03% | 246 | +637 | 3.01% | Q4 2025 | Feb 06, 2026 |
| Fortis Group Advisors, LLC | History | New | 20,297 | 1,643 | 0.28% | — | 247 | +20,297 | New | Q4 2025 | Feb 06, 2026 |
| Directional Asset Management | History | New | 21,373 | 1,619 | 1.42% | — | 248 | +21,373 | New | Q4 2025 | Jan 29, 2026 |
| Wedmont Private Capital | History | Added to | 20,486 | 1,591 | 0.06% | 0.05% | 249 | +7 | 0.03% | Q4 2025 | Jan 08, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 20,874 | 1,581 | 0.06% | 0.06% | 250 | +478 | 2.34% | Q4 2025 | Feb 04, 2026 |
| Ruggaard & Associates LLC | History | Added to | 20,376 | 1,543 | 0.61% | 0.54% | 251 | +354 | 1.77% | Q4 2025 | Feb 20, 2026 |
| Approach Retirement Advisors, LLC | History | New | 20,092 | 1,522 | 1.31% | — | 252 | +20,092 | New | Q4 2025 | Jan 29, 2026 |
| AGH Wealth Advisors, LLC | History | Added to | 19,781 | 1,500 | 1.13% | 1.03% | 253 | +273 | 1.4% | Q4 2025 | Feb 04, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 19,628 | 1,487 | 0.64% | 0.4% | 254 | +7,899 | 67.35% | Q4 2025 | Jan 21, 2026 |
| IF Advisors, LLC | History | New | 19,428 | 1,472 | 1.2% | — | 256 | +19,428 | New | Q4 2025 | Feb 10, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 19,432 | 1,472 | 0.79% | 0.81% | 255 | -712 | -3.53% | Q4 2025 | Feb 06, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 18,999 | 1,439 | 0.22% | 0.28% | 257 | -4,512 | -19.19% | Q4 2025 | Jan 21, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 18,334 | 1,389 | 0.06% | 0.09% | 258 | -7,999 | -30.38% | Q4 2025 | Jan 14, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 18,334 | 1,389 | 0.11% | 0.12% | 259 | -14 | -0.08% | Q4 2025 | Jan 13, 2026 |
| Fund Evaluation Group, LLC | History | No change | 18,000 | 1,363 | 0.05% | 0.05% | 260 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 17,964 | 1,361 | 0.6% | 0.59% | 261 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 17,839 | 1,351 | 0.51% | 0.5% | 262 | -1,083 | -5.72% | Q4 2025 | Feb 17, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 17,623 | 1,335 | 0.21% | 0.25% | 263 | -3,144 | -15.14% | Q4 2025 | Jan 14, 2026 |
| Team Financial Group, LLC | History | Added to | 17,503 | 1,326 | 0.6% | 0.44% | 264 | +4,394 | 33.52% | Q4 2025 | Jan 13, 2026 |
| Foster Group, Inc. | History | Reduced | 17,282 | 1,309 | 0.04% | 0.04% | 265 | -74 | -0.43% | Q4 2025 | Jan 12, 2026 |
| Cloud Capital Management, LLC | History | Added to | 17,002 | 1,288 | 0.61% | 0.55% | 266 | +2,539 | 17.56% | Q4 2025 | Feb 12, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 16,948 | 1,284 | 0.42% | 0.44% | 267 | -780 | -4.4% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 16,718 | 1,266 | 0.0% | 0.0% | 268 | +11,621 | 228.0% | Q4 2025 | Feb 13, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Reduced | 16,323 | 1,236 | 0.32% | 0.34% | 269 | -448 | -2.67% | Q4 2025 | Jan 16, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 15,671 | 1,187 | 0.42% | 0.41% | 270 | -12 | -0.08% | Q4 2025 | Jan 09, 2026 |
| Betterment LLC | History | Added to | 14,490 | 1,098 | 0.0% | 0.0% | 271 | +886 | 6.51% | Q4 2025 | Feb 12, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 13,369 | 1,013 | 0.67% | 0.66% | 272 | +49 | 0.37% | Q4 2025 | Feb 11, 2026 |
| Tranquility Partners, LLC | History | Reduced | 13,074 | 990 | 0.36% | 0.36% | 273 | -1,613 | -10.98% | Q4 2025 | Feb 03, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Added to | 13,023 | 986 | 0.86% | 0.41% | 274 | +6,099 | 88.08% | Q4 2025 | Feb 05, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 12,892 | 976 | 0.28% | 0.27% | 275 | +999 | 8.4% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Reduced | 12,819 | 971 | 0.01% | 0.01% | 276 | -44 | -0.34% | Q4 2025 | Feb 13, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 12,571 | 952 | 0.14% | 0.06% | 277 | +7,328 | 139.77% | Q4 2025 | Jan 26, 2026 |
| LAM GROUP, INC. | History | Added to | 12,295 | 931 | 0.53% | 0.42% | 278 | +2,930 | 31.29% | Q4 2025 | Jan 23, 2026 |
| Wealth Architects, LLC | History | No change | 12,272 | 929 | 0.08% | 0.08% | 279 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VICUS CAPITAL | History | Added to | 12,189 | 923 | 0.07% | 0.03% | 280 | +7,259 | 147.24% | Q4 2025 | Jan 22, 2026 |
| Lifetime Wealth Management P.C. | History | New | 11,534 | 873 | 0.55% | — | 281 | +11,534 | New | Q4 2025 | Mar 25, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 11,200 | 848 | 0.0% | 0.0% | 282 | -10,200 | -47.66% | Q4 2025 | Feb 12, 2026 |
| TFB Advisors LLC | History | Added to | 11,197 | 848 | 0.24% | 0.2% | 283 | +1,705 | 17.96% | Q4 2025 | Feb 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 10,935 | 828 | 0.1% | — | 284 | +10,935 | New | Q4 2025 | Jan 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 10,759 | 815 | 0.04% | 0.04% | 285 | -714 | -6.22% | Q4 2025 | Feb 13, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 10,404 | 788 | 0.03% | 0.02% | 286 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 9,912 | 751 | 0.22% | 0.22% | 287 | +999 | 11.21% | Q4 2025 | Jan 15, 2026 |
| Clarity Capital Advisors, LLC | History | New | 9,653 | 731 | 0.37% | — | 289 | +9,653 | New | Q4 2025 | Feb 11, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 9,650 | 731 | 0.05% | 0.06% | 288 | +36 | 0.37% | Q4 2025 | Jan 28, 2026 |
| Diversified Trust Co | History | No change | 9,545 | 723 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 8,974 | 679 | 0.06% | 0.05% | 291 | +700 | 8.46% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 8,900 | 674 | 0.01% | 0.01% | 292 | -10 | -0.11% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 8,829 | 668 | 0.02% | 0.06% | 293 | -11,173 | -55.86% | Q4 2025 | Feb 06, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 8,754 | 663 | 0.52% | 0.52% | 294 | -126 | -1.42% | Q4 2025 | Jan 14, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 8,737 | 662 | 0.06% | 0.05% | 295 | +400 | 4.8% | Q4 2025 | Jan 26, 2026 |
| Blue Trust, Inc. | History | Reduced | 8,666 | 656 | 0.01% | 0.01% | 296 | -867 | -9.09% | Q4 2025 | Jan 16, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 8,614 | 652 | 0.35% | 0.31% | 297 | +977 | 12.79% | Q4 2025 | Feb 02, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 8,379 | 634 | 0.01% | 0.01% | 298 | -602 | -6.7% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | New | 8,248 | 624 | 0.0% | — | 299 | +8,248 | New | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 8,224 | 623 | 0.02% | 0.02% | 300 | +1,437 | 21.17% | Q4 2025 | Jan 20, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 8,136 | 616 | 0.13% | 0.15% | 301 | -1,173 | -12.6% | Q4 2025 | Jan 16, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 7,663 | 580 | 0.02% | 0.02% | 302 | +960 | 14.32% | Q4 2025 | Jan 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,640 | 578 | 0.0% | 0.0% | 303 | +2,726 | 55.47% | Q4 2025 | Feb 11, 2026 |
| Disciplined Investments, LLC | History | Reduced | 7,502 | 568 | 0.22% | 0.23% | 304 | -370 | -4.7% | Q4 2025 | Feb 05, 2026 |
| Level Financial Advisors | History | Added to | 7,174 | 543 | 0.14% | 0.14% | 305 | +128 | 1.82% | Q4 2025 | Jan 26, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 6,960 | 527 | 0.04% | 0.04% | 306 | -16 | -0.23% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 6,885 | 521 | 0.03% | 0.03% | 307 | -1,060 | -13.34% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | Reduced | 6,695 | 507 | 0.0% | 0.0% | 308 | -1,734 | -20.57% | Q4 2025 | Feb 13, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 6,665 | 505 | 0.32% | 0.37% | 309 | -626 | -8.59% | Q4 2025 | Jan 28, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 6,642 | 503 | 0.07% | 0.07% | 310 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 6,616 | 501 | 0.1% | 0.1% | 311 | +205 | 3.2% | Q4 2025 | Feb 09, 2026 |
| Zhang Financial LLC | History | Added to | 6,512 | 493 | 0.02% | 0.02% | 312 | +132 | 2.07% | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY ADVISORS, INC. | History | New | 6,441 | 488 | 0.37% | — | 313 | +6,441 | New | Q4 2025 | Jan 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 6,422 | 486 | 0.02% | 0.01% | 314 | +2,754 | 75.08% | Q4 2025 | Feb 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 6,378 | 483 | 0.0% | 0.0% | 315 | -554 | -7.99% | Q4 2025 | Feb 10, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 6,248 | 473 | 0.05% | 0.05% | 316 | +39 | 0.63% | Q4 2025 | Feb 06, 2026 |
| Northwest Financial Advisors | History | Added to | 6,242 | 472 | 0.97% | 0.37% | 317 | +2,267 | 57.03% | Q4 2025 | Jan 26, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Reduced | 6,080 | 460 | 0.2% | 0.25% | 318 | -1,805 | -22.89% | Q4 2025 | Feb 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 5,992 | 454 | 0.0% | — | 319 | +5,992 | New | Q4 2025 | Feb 12, 2026 |
| Financial Plan, Inc. | History | New | 5,946 | 450 | 0.05% | — | 320 | +5,946 | New | Q4 2025 | Jan 28, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 5,925 | 448 | 0.12% | 0.11% | 321 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 5,878 | 445 | 0.03% | 0.04% | 322 | -747 | -11.28% | Q4 2025 | Jan 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 5,860 | 444 | 0.02% | 0.02% | 323 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 5,846 | 442 | 0.32% | 0.28% | 324 | +499 | 9.33% | Q4 2025 | Jan 27, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 5,795 | 439 | 0.31% | 0.31% | 325 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 5,649 | 428 | 0.01% | 0.01% | 326 | -33 | -0.58% | Q4 2025 | Feb 05, 2026 |
| PFG Investments, LLC | History | Added to | 5,587 | 423 | 0.02% | 0.02% | 327 | +756 | 15.65% | Q4 2025 | Jan 26, 2026 |
| Arbor Wealth Advisors LLC | History | New | 5,510 | 417 | 0.3% | — | 328 | +5,510 | New | Q4 2025 | Jan 12, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 5,469 | 414 | 0.17% | 0.17% | 329 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 5,452 | 413 | 0.42% | — | 330 | +5,452 | New | Q4 2025 | Jan 21, 2026 |
| Smithfield Trust Co | History | No change | 5,413 | 410 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Redwood Park Advisors LLC | History | Added to | 5,375 | 407 | 0.28% | 0.25% | 332 | +20 | 0.37% | Q4 2025 | Feb 17, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 5,105 | 386 | 0.23% | 0.22% | 333 | +62 | 1.23% | Q4 2025 | Jan 26, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 5,044 | 382 | 0.16% | 0.15% | 334 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 4,941 | 374 | 0.31% | 0.2% | 335 | +2,246 | 83.34% | Q4 2025 | Feb 10, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 4,892 | 370 | 0.13% | 0.13% | 337 | +168 | 3.56% | Q4 2025 | Feb 02, 2026 |
| Altiora Financial Group, LLC | History | No change | 4,890 | 370 | 0.06% | 0.06% | 336 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Foundry Financial LLC | History | New | 4,877 | 369 | 0.19% | — | 338 | +4,877 | New | Q4 2025 | Feb 17, 2026 |
| BIP Wealth, LLC | History | Reduced | 4,846 | 367 | 0.01% | 0.02% | 339 | -408 | -7.77% | Q4 2025 | Jan 21, 2026 |
| Jacobi Capital Management LLC | History | Added to | 4,857 | 367 | 0.02% | 0.02% | 340 | +318 | 7.01% | Q4 2025 | Feb 13, 2026 |
| BFI Wealth Solutions, LLC | History | New | 4,835 | 366 | 0.35% | — | 341 | +4,835 | New | Q4 2025 | Feb 19, 2026 |
| OneDigital Investment Advisors LLC | History | New | 4,742 | 359 | 0.0% | — | 342 | +4,742 | New | Q4 2025 | Feb 13, 2026 |
| Lutz Financial Services LLC | History | New | 4,523 | 342 | 0.02% | — | 343 | +4,523 | New | Q4 2025 | Feb 06, 2026 |
| James J. Burns & Company, LLC | History | Added to | 4,458 | 337 | 0.05% | 0.04% | 344 | +486 | 12.24% | Q4 2025 | Jan 23, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 4,386 | 332 | 0.09% | 0.09% | 345 | +17 | 0.39% | Q4 2025 | Jan 13, 2026 |
| Coquina Private Wealth LLC | History | New | 4,372 | 331 | 0.27% | — | 346 | +4,372 | New | Q4 2025 | Jan 29, 2026 |
| CGN Advisors LLC | History | Reduced | 4,320 | 327 | 0.03% | 0.03% | 347 | -101 | -2.28% | Q4 2025 | Jan 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,239 | 321 | 0.0% | 0.0% | 348 | +24 | 0.57% | Q4 2025 | Jan 29, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 4,007 | 319 | 0.2% | 0.14% | 349 | +863 | 27.45% | Q4 2025 | Jan 28, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 4,164 | 315 | 0.05% | 0.05% | 350 | +226 | 5.74% | Q4 2025 | Jan 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 4,125 | 312 | 0.03% | 0.03% | 351 | +137 | 3.44% | Q4 2025 | Feb 12, 2026 |
| Revolve Wealth Partners, LLC | History | New | 4,111 | 311 | 0.04% | — | 352 | +4,111 | New | Q4 2025 | Jan 20, 2026 |
| Oak Wealth Advisors LLC | History | No change | 4,084 | 309 | 0.18% | 0.17% | 353 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Paul R. Ried Financial Group, LLC | History | Added to | 4,040 | 306 | 0.14% | 0.14% | 354 | +264 | 6.99% | Q4 2025 | Feb 06, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 3,879 | 293 | 0.24% | — | 355 | +3,879 | New | Q4 2025 | Feb 06, 2026 |
| Invesco Ltd. | History | New | 3,828 | 290 | 0.0% | — | 356 | +3,828 | New | Q4 2025 | Feb 19, 2026 |
| BlackRock, Inc. | History | Reduced | 3,805 | 288 | 0.0% | 0.0% | 357 | -679 | -15.14% | Q4 2025 | Feb 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 3,784 | 286 | 0.0% | — | 358 | +3,784 | New | Q4 2025 | Feb 02, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 3,771 | 285 | 0.24% | 0.23% | 359 | +14 | 0.37% | Q4 2025 | Jan 21, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 3,653 | 276 | 0.07% | 0.07% | 360 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | New | 3,536 | 270 | 0.01% | — | 361 | +3,536 | New | Q4 2025 | Feb 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 3,555 | 269 | 0.02% | 0.02% | 362 | +5 | 0.14% | Q4 2025 | Feb 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 3,536 | 267 | 0.09% | 0.04% | 363 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ATWOOD & PALMER INC | History | Added to | 3,520 | 266 | 0.02% | 0.01% | 364 | +6 | 0.17% | Q4 2025 | Jan 28, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 3,500 | 265 | 0.0% | 0.0% | 365 | -300 | -7.89% | Q4 2025 | Jan 29, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,452 | 261 | 0.0% | — | 366 | +3,452 | New | Q4 2025 | Feb 18, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 3,439 | 260 | 0.11% | 0.11% | 367 | +8 | 0.23% | Q4 2025 | Feb 04, 2026 |
| Evanson Asset Management, LLC | History | Added to | 3,411 | 258 | 0.01% | 0.01% | 368 | +11 | 0.32% | Q4 2025 | Jan 12, 2026 |
| Brickley Wealth Management | History | No change | 3,392 | 257 | 0.04% | 0.04% | 369 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Donor Advised Charitable Giving, Inc. | History | New | 3,350 | 253 | 0.01% | — | 370 | +3,350 | New | Q4 2025 | Jan 23, 2026 |
| Waterfront Wealth Inc. | History | No change | 3,034 | 242 | 0.05% | 0.04% | 371 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 3,181 | 241 | 0.09% | — | 372 | +3,181 | New | Q4 2025 | Feb 06, 2026 |
| Cogent Private Wealth, Inc. | History | New | 3,167 | 239 | 0.18% | — | 373 | +3,167 | New | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | Added to | 3,110 | 235 | 0.0% | 0.0% | 374 | +46 | 1.5% | Q4 2025 | Jan 30, 2026 |
| Accredited Investors Inc. | History | New | 3,069 | 232 | 0.01% | — | 375 | +3,069 | New | Q4 2025 | Feb 05, 2026 |
| Brooklyn Investment Group | History | New | 3,018 | 230 | 0.01% | — | 376 | +3,018 | New | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 3,034 | 229 | 0.0% | — | 377 | +3,034 | New | Q4 2025 | Feb 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 2,997 | 227 | 0.0% | 0.0% | 379 | -287 | -8.74% | Q4 2025 | Feb 11, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 2,999 | 227 | 0.05% | 0.05% | 378 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Management LLC | History | Added to | 2,901 | 219 | 0.03% | 0.03% | 380 | +1 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Creative Capital Management Investments LLC | History | No change | 2,875 | 217 | 0.07% | 0.07% | 381 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Hurley Capital, LLC | History | Added to | 2,859 | 216 | 0.12% | 0.09% | 382 | +631 | 28.32% | Q4 2025 | Feb 17, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 2,807 | 215 | 0.08% | 0.09% | 384 | +10 | 0.36% | Q4 2025 | Jan 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,845 | 215 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 2,755 | 209 | 0.07% | 0.02% | 385 | +1,972 | 251.85% | Q4 2025 | Feb 10, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 2,728 | 206 | 0.08% | 0.1% | 386 | -412 | -13.12% | Q4 2025 | Jan 22, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | New | 2,655 | 201 | 0.0% | — | 387 | +2,655 | New | Q4 2025 | Jan 28, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,145 | 162 | 0.02% | 0.02% | 388 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 2,127 | 161 | 0.0% | 0.0% | 389 | +1,962 | 1189.09% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,024 | 153 | 0.01% | 0.01% | 390 | +188 | 10.24% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,937 | 146 | 0.0% | 0.0% | 391 | -31 | -1.58% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 1,525 | 115 | 0.0% | 0.0% | 392 | +202 | 15.27% | Q4 2025 | Feb 06, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,440 | 109 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | No change | 1,404 | 106 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,297 | 98 | 0.0% | 0.0% | 395 | +381 | 41.59% | Q4 2025 | Feb 09, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,262 | 95 | 0.0% | 0.0% | 396 | +927 | 276.72% | Q4 2025 | Feb 04, 2026 |
| Allworth Financial LP | History | New | 1,235 | 93 | 0.0% | — | 397 | +1,235 | New | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,240 | 93 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 1,145 | 86 | 0.0% | 0.03% | 399 | -10,462 | -90.14% | Q4 2025 | Feb 17, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,017 | 77 | 0.03% | 0.03% | 400 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Anfield Capital Management, LLC | History | No change | 994 | 75 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 729 | 55 | 0.0% | 0.0% | 402 | +22 | 3.11% | Q4 2025 | Feb 12, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 703 | 53 | 0.02% | 0.01% | 403 | +204 | 40.88% | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 625 | 47 | 0.0% | 0.0% | 404 | +31 | 5.22% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | No change | 614 | 46 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Addison Advisors LLC | History | No change | 615 | 46 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Nemes Rush Group LLC | History | No change | 608 | 46 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | Added to | 577 | 43 | 0.0% | 0.0% | 408 | +115 | 24.89% | Q4 2025 | Feb 02, 2026 |
| Aventura Private Wealth, LLC | History | No change | 573 | 43 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Kingdom Financial Group LLC. | History | New | 515 | 39 | 0.01% | — | 411 | +515 | New | Q4 2025 | Feb 06, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 523 | 39 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cetera Trust Company, N.A | History | New | 383 | 29 | 0.02% | — | 413 | +383 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 395 | 29 | 0.0% | 0.0% | 412 | -43 | -9.82% | Q4 2025 | Jan 29, 2026 |
| GoalVest Advisory LLC | History | Reduced | 374 | 28 | 0.01% | 0.01% | 414 | -469 | -55.63% | Q4 2025 | Jan 05, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 215 | 16 | 0.0% | 0.0% | 415 | -7,940 | -97.36% | Q4 2025 | Feb 17, 2026 |
| Family Capital Trust Co | History | Added to | 198 | 15 | 0.0% | 0.0% | 416 | +136 | 219.35% | Q4 2025 | Jan 27, 2026 |
| Wealth Watch Advisors, INC | History | New | 187 | 14 | 0.01% | — | 417 | +187 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 183 | 13 | 0.0% | 0.0% | 418 | -70 | -27.67% | Q4 2025 | Jan 13, 2026 |
| Realta Investment Advisors | History | New | 139 | 10 | 0.0% | — | 419 | +139 | New | Q4 2025 | Jan 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 102 | 7 | 0.0% | — | 421 | +102 | New | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | No change | 94 | 7 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Princeton Global Asset Management LLC | History | New | 92 | 6 | 0.0% | — | 422 | +92 | New | Q4 2025 | Jan 20, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 89 | 6 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | New | 66 | 5 | 0.0% | — | 424 | +66 | New | Q4 2025 | Feb 02, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 61 | 4 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 48 | 3 | 0.0% | — | 427 | +48 | New | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | New | 46 | 3 | 0.0% | — | 426 | +46 | New | Q4 2025 | Feb 09, 2026 |
| RHL GROUP, LLC | History | New | 36 | 2 | 0.0% | — | 429 | +36 | New | Q4 2025 | Feb 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 35 | 2 | 0.0% | 0.0% | 428 | -16 | -31.37% | Q4 2025 | Jan 14, 2026 |
| Johnson Financial Group, Inc. | History | New | 25 | 1 | 0.0% | — | 430 | +25 | New | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | New | 23 | 1 | 0.0% | — | 431 | +23 | New | Q4 2025 | Feb 09, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pure Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 1.72% | — | -1,497,427 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Total Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -72,020 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Werba Rubin Papier Wealth Management | History | Closed out | 0 | 0 | — | 0.64% | — | -55,256 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -52,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,650 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -19,064 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -14,758 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.03% | — | -13,096 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.47% | — | -8,089 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,122 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,775 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,550 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,681 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NovaPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,290 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -926 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -577 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -508 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -314 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -219 | -100.0% | Q3 2025 | Oct 09, 2025 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Oct 07, 2025 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Stone House Investment Management, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 21, 2026 |
| Lodestone Wealth Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 15, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 04, 2025 |
| SIGNATUREFD, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| New Millennium Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |