AMERICAN CENTURY ETF TRUST - AVUS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Align Financial, LLC | History | New | 36,006,016 | 36,006,016 | 20.88% | — | 1 | +36,006,016 | New | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,248,830 | 586,714 | 3.79% | 3.51% | 2 | +486,787 | 10.22% | Q4 2025 | Jan 28, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 3,810,384 | 425,924 | 0.21% | 0.2% | 3 | +239,346 | 6.7% | Q4 2025 | Feb 13, 2026 |
| Oak Root LLC | History | Reduced | 2,905,949 | 324,826 | 39.27% | 38.18% | 4 | -126,756 | -4.18% | Q4 2025 | Jan 16, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 2,464,437 | 275,474 | 5.26% | 6.06% | 5 | -155,267 | -5.93% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 2,313,333 | 258,584 | 0.07% | 0.07% | 6 | +1,722 | 0.07% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 1,979,602 | 221,279 | 0.25% | 0.34% | 7 | +52,018 | 2.7% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,684,681 | 188,313 | 0.06% | 0.05% | 8 | +62,954 | 3.88% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,676,917 | 187,445 | 0.2% | 0.2% | 9 | +17,827 | 1.07% | Q4 2025 | Feb 06, 2026 |
| Financial Plan, Inc. | History | New | 1,335,641 | 149,297 | 17.14% | — | 10 | +1,335,641 | New | Q4 2025 | Jan 28, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 1,253,450 | 140,110 | 11.53% | 11.54% | 11 | +20,025 | 1.62% | Q4 2025 | Jan 27, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 1,233,508 | 137,881 | 15.48% | 15.78% | 12 | +42,516 | 3.57% | Q4 2025 | Jan 12, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 1,122,278 | 125,448 | 22.9% | 22.99% | 13 | -3,088 | -0.27% | Q4 2025 | Jan 26, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,113,464 | 124,463 | 0.87% | 1.01% | 14 | +13,999 | 1.27% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,108,221 | 123,876 | 0.17% | 0.15% | 15 | +12,411 | 1.13% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,093,303 | 122,210 | 0.17% | 0.15% | 16 | +201,776 | 22.63% | Q4 2025 | Mar 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,015,677 | 113,532 | 0.17% | 0.21% | 17 | -118,578 | -10.45% | Q4 2025 | Feb 18, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 994,213 | 111,133 | 1.29% | 1.3% | 18 | -38,365 | -3.72% | Q4 2025 | Jan 21, 2026 |
| MORGAN STANLEY | History | Reduced | 994,121 | 111,122 | 0.01% | 0.01% | 19 | -76,999 | -7.19% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 984,914 | 110,093 | 0.08% | 0.08% | 20 | -34,144 | -3.35% | Q4 2025 | Feb 17, 2026 |
| RVW Wealth, LLC | History | Reduced | 821,848 | 91,866 | 7.02% | 7.02% | 21 | -5,243 | -0.63% | Q4 2025 | Jan 12, 2026 |
| B&D White Capital Company, LLC | History | Added to | 750,556 | 83,897 | 9.72% | 7.71% | 22 | +197,089 | 35.61% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 727,765 | 81,350 | 0.69% | 0.56% | 23 | +62,353 | 9.37% | Q4 2025 | Jan 05, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 700,712 | 80,329 | 5.21% | 4.88% | 24 | +53,209 | 8.22% | Q4 2025 | Jan 23, 2026 |
| Bank of New York Mellon Corp | History | Added to | 704,499 | 78,748 | 0.01% | 0.01% | 25 | +65,408 | 10.23% | Q4 2025 | Feb 10, 2026 |
| Simplicity Wealth,LLC | History | Added to | 698,955 | 78,129 | 4.66% | 4.26% | 26 | +22,521 | 3.33% | Q4 2025 | Jan 30, 2026 |
| McLean Asset Management Corp | History | Added to | 677,180 | 77,598 | 13.9% | 10.78% | 27 | +198,895 | 41.59% | Q4 2025 | Jan 16, 2026 |
| BCR Wealth Strategies, LLC | History | Reduced | 680,882 | 76,109 | 25.24% | 26.05% | 28 | -616 | -0.09% | Q4 2025 | Jan 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 661,818 | 73,978 | 0.02% | 0.02% | 29 | +1,371 | 0.21% | Q4 2025 | Feb 18, 2026 |
| Cresset Asset Management, LLC | History | Added to | 647,098 | 72,332 | 0.3% | 0.29% | 30 | +31,944 | 5.19% | Q4 2025 | Feb 17, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 627,798 | 70,175 | 10.86% | 11.3% | 31 | -10,135 | -1.59% | Q4 2025 | Jan 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 601,966 | 68,955 | 0.09% | 0.1% | 32 | -6,478 | -1.06% | Q4 2025 | Jan 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 616,308 | 68,890 | 0.04% | 0.05% | 33 | -97,619 | -13.67% | Q4 2025 | Feb 10, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 575,849 | 64,368 | 4.8% | 5.06% | 34 | -7,047 | -1.21% | Q4 2025 | Jan 29, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 565,860 | 63,251 | 6.81% | 6.27% | 35 | +48,249 | 9.32% | Q4 2025 | Jan 28, 2026 |
| Plancorp, LLC | History | Reduced | 521,963 | 58,345 | 1.76% | 1.79% | 36 | -1,647 | -0.31% | Q4 2025 | Feb 05, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 515,580 | 57,631 | 7.75% | 7.66% | 37 | +11,682 | 2.32% | Q4 2025 | Jan 15, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 501,994 | 56,112 | 23.11% | 18.26% | 38 | -1,672 | -0.33% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Added to | 501,320 | 56,037 | 0.06% | 0.05% | 39 | +128,036 | 34.3% | Q4 2025 | Feb 17, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 492,255 | 55,024 | 36.46% | 36.28% | 40 | +6,688 | 1.38% | Q4 2025 | Feb 09, 2026 |
| CPC Advisors, LLC | History | Added to | 488,010 | 54,549 | 5.51% | 5.52% | 41 | +6,820 | 1.42% | Q4 2025 | Jan 28, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 487,973 | 54,545 | 0.53% | 0.57% | 42 | -18,361 | -3.63% | Q4 2025 | Feb 13, 2026 |
| Leo Wealth, LLC | History | Added to | 483,817 | 54,104 | 3.92% | 3.77% | 43 | +216,502 | 80.99% | Q4 2025 | Jan 21, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 465,389 | 52,021 | 3.07% | 2.21% | 44 | -447 | -0.1% | Q4 2025 | Jan 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 457,495 | 51,138 | 0.0% | 0.0% | 45 | -12,082 | -2.57% | Q4 2025 | Feb 17, 2026 |
| Disciplina Capital Management LLC | History | Added to | 438,915 | 49,061 | 5.62% | 5.78% | 46 | +2,073 | 0.47% | Q4 2025 | Feb 11, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 429,120 | 47,967 | 17.17% | 16.21% | 47 | +2,414 | 0.57% | Q4 2025 | Jan 16, 2026 |
| AWM CAPITAL, LLC | History | Added to | 429,029 | 47,956 | 4.35% | 4.24% | 48 | +342 | 0.08% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 428,096 | 47,852 | 1.34% | 2.81% | 49 | +16,186 | 3.93% | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | Added to | 413,937 | 46,269 | 0.75% | 0.86% | 50 | +28,567 | 7.41% | Q4 2025 | Mar 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 400,195 | 44,733 | 0.36% | 0.44% | 51 | -4,994 | -1.23% | Q4 2025 | Feb 17, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 390,002 | 44,674 | 6.59% | 6.76% | 52 | +193,491 | 98.46% | Q4 2025 | Jan 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 390,100 | 43,605 | 0.08% | 0.06% | 53 | +125,730 | 47.56% | Q4 2025 | Mar 16, 2026 |
| Savant Capital, LLC | History | Added to | 387,772 | 43,345 | 0.25% | 0.16% | 54 | +150,307 | 63.3% | Q4 2025 | Feb 10, 2026 |
| Geometric Wealth Advisors | History | Reduced | 386,244 | 43,174 | 5.55% | 5.63% | 55 | -2,159 | -0.56% | Q4 2025 | Feb 06, 2026 |
| Glenview Trust Co | History | Added to | 371,188 | 41,491 | 0.64% | 0.42% | 56 | +125,828 | 51.28% | Q4 2025 | Feb 09, 2026 |
| Mattern Wealth Management LLC | History | Added to | 363,928 | 40,679 | 7.83% | 7.69% | 57 | +9,351 | 2.64% | Q4 2025 | Jan 16, 2026 |
| BSW Wealth Partners | History | Reduced | 363,168 | 40,594 | 4.87% | 5.18% | 58 | -19,346 | -5.06% | Q4 2025 | Jan 23, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 359,435 | 40,177 | 3.53% | 3.33% | 59 | +15,652 | 4.55% | Q4 2025 | Feb 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 353,156 | 39,475 | 0.53% | 0.64% | 60 | +44,049 | 14.25% | Q4 2025 | Feb 06, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 350,459 | 39,174 | 10.27% | 9.81% | 61 | +21,335 | 6.48% | Q4 2025 | Feb 06, 2026 |
| Indivisible Partners | History | New | 347,707 | 38,866 | 4.21% | — | 62 | +347,707 | New | Q4 2025 | Feb 03, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 335,379 | 37,488 | 21.5% | 20.93% | 63 | +18,374 | 5.8% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 334,652 | 37,407 | 0.09% | 0.09% | 64 | +29,268 | 9.58% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 333,192 | 37,244 | 10.9% | — | 65 | +333,192 | New | Q4 2025 | Feb 13, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 321,496 | 35,936 | 10.39% | 10.43% | 66 | +1,026 | 0.32% | Q4 2025 | Feb 12, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | New | 312,044 | 34,880 | 30.45% | — | 67 | +312,044 | New | Q4 2025 | Feb 12, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 310,056 | 34,658 | 9.61% | 9.56% | 68 | +3,183 | 1.04% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 306,043 | 34,209 | 0.42% | 0.25% | 69 | +102,264 | 50.18% | Q4 2025 | Feb 11, 2026 |
| Gradient Investments LLC | History | Added to | 298,812 | 33,401 | 0.53% | 0.34% | 70 | +109,512 | 57.85% | Q4 2025 | Jan 08, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 276,001 | 30,851 | 10.66% | 7.95% | 71 | +90,467 | 48.76% | Q4 2025 | Jan 08, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 271,612 | 30,360 | 15.35% | 15.29% | 72 | +14,461 | 5.62% | Q4 2025 | Jan 21, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 270,853 | 30,275 | 11.7% | 12.4% | 73 | +3,188 | 1.19% | Q4 2025 | Feb 04, 2026 |
| WorthPointe, LLC | History | Added to | 269,325 | 30,105 | 7.91% | 10.74% | 74 | +5,860 | 2.22% | Q4 2025 | Jan 26, 2026 |
| CVA Family Office, LLC | History | Added to | 261,060 | 29,181 | 3.36% | 2.41% | 75 | +89,056 | 51.78% | Q4 2025 | Jan 12, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 254,660 | 28,465 | 8.26% | 8.41% | 76 | -3,443 | -1.33% | Q4 2025 | Jan 08, 2026 |
| Burton Enright Welch | History | Reduced | 251,058 | 28,063 | 3.95% | 4.15% | 77 | -1,613 | -0.64% | Q4 2025 | Feb 13, 2026 |
| Divergent Planning, LLC | History | Added to | 242,241 | 27,264 | 6.96% | 6.9% | 78 | +4,394 | 1.85% | Q4 2025 | Jan 12, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 242,545 | 27,111 | 27.55% | — | 79 | +242,545 | New | Q4 2025 | Jan 21, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 241,223 | 26,963 | 8.28% | 7.76% | 80 | +29,157 | 13.75% | Q4 2025 | Feb 02, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 240,683 | 26,903 | 0.0% | 0.0% | 81 | +14,920 | 6.61% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 230,031 | 25,712 | 0.11% | 0.1% | 82 | +23,819 | 11.55% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 218,141 | 25,055 | 0.62% | 0.63% | 83 | +2,117 | 0.98% | Q4 2025 | Jan 28, 2026 |
| Zhang Financial LLC | History | Added to | 212,973 | 23,806 | 0.89% | 0.68% | 84 | +59,260 | 38.55% | Q4 2025 | Feb 10, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 211,589 | 23,651 | 13.58% | 13.28% | 85 | +1,307 | 0.62% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 211,555 | 23,650 | 0.03% | 0.03% | 86 | +33,890 | 19.08% | Q4 2025 | Feb 17, 2026 |
| Trellis Wealth Advisors LLC | History | Reduced | 206,191 | 23,048 | 9.01% | 9.56% | 87 | -9,980 | -4.62% | Q4 2025 | Jan 26, 2026 |
| Torren Management, LLC | History | New | 195,181 | 21,817 | 11.14% | — | 88 | +195,181 | New | Q4 2025 | Jan 30, 2026 |
| Greenspring Advisors, LLC | History | Added to | 194,101 | 21,696 | 1.33% | 3.31% | 89 | +21,666 | 12.56% | Q4 2025 | Feb 10, 2026 |
| Passive Capital Management, LLC. | History | Added to | 188,161 | 21,032 | 6.58% | 6.64% | 90 | +708 | 0.38% | Q4 2025 | Feb 05, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 182,744 | 20,427 | 7.43% | 8.36% | 91 | -19,004 | -9.42% | Q4 2025 | Jan 06, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 181,298 | 20,265 | 2.02% | 2.2% | 92 | -11,716 | -6.07% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 179,016 | 20,010 | 0.0% | — | 93 | +179,016 | New | Q4 2025 | Feb 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 176,978 | 19,782 | 1.62% | 1.49% | 94 | -1,828 | -1.02% | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Added to | 173,402 | 19,382 | 0.38% | 0.41% | 95 | +2,917 | 1.71% | Q4 2025 | Jan 21, 2026 |
| Trace Wealth Advisors, LLC | History | Added to | 164,495 | 18,387 | 13.28% | 13.36% | 96 | +75 | 0.05% | Q4 2025 | Feb 12, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 163,813 | 18,311 | 0.82% | 0.82% | 97 | +3,677 | 2.3% | Q4 2025 | Jan 14, 2026 |
| Mariner, LLC | History | Reduced | 162,068 | 18,115 | 0.02% | 0.05% | 98 | -167,728 | -50.86% | Q4 2025 | Feb 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 161,471 | 18,049 | 4.87% | 4.68% | 99 | +15,873 | 10.9% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 160,451 | 17,935 | 0.07% | — | 100 | +160,451 | New | Q4 2025 | Feb 05, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 158,828 | 17,753 | 2.62% | 2.71% | 101 | -3,630 | -2.23% | Q4 2025 | Feb 03, 2026 |
| Trajan Wealth LLC | History | Reduced | 154,589 | 17,279 | 0.72% | 0.74% | 102 | -2,757 | -1.75% | Q4 2025 | Feb 06, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 152,105 | 17,002 | 6.71% | 6.64% | 103 | +7,873 | 5.46% | Q4 2025 | Jan 22, 2026 |
| REDW Wealth LLC | History | Reduced | 147,213 | 16,455 | 6.27% | 6.61% | 104 | -13,625 | -8.47% | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 146,678 | 16,395 | 0.57% | 0.46% | 105 | +30,757 | 26.53% | Q4 2025 | Jan 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 145,966 | 16,316 | 0.0% | 0.0% | 106 | -7,808 | -5.08% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 145,131 | 16,222 | 0.0% | 0.0% | 107 | +2,702 | 1.9% | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | New | 143,153 | 16,001 | 0.88% | — | 108 | +143,153 | New | Q4 2025 | Feb 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 134,182 | 14,998 | 0.2% | 0.21% | 109 | -1,063 | -0.79% | Q4 2025 | Feb 10, 2026 |
| Flagstone Financial Management | History | Added to | 133,728 | 14,948 | 3.83% | 3.79% | 110 | +1,643 | 1.24% | Q4 2025 | Feb 09, 2026 |
| McCartney Wealth Management LLC | History | New | 130,194 | 14,553 | 12.56% | — | 111 | +130,194 | New | Q4 2025 | Feb 17, 2026 |
| Fonville Wealth Management LLC | History | Added to | 129,369 | 14,460 | 2.96% | 2.99% | 112 | +7,281 | 5.96% | Q4 2025 | Jan 23, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 129,303 | 14,453 | 6.55% | 6.83% | 113 | -858 | -0.66% | Q4 2025 | Jan 26, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 125,165 | 14,348 | 10.74% | 10.7% | 114 | +3,209 | 2.63% | Q4 2025 | Feb 13, 2026 |
| Orion Capital Management LLC | History | Added to | 127,912 | 14,297 | 4.81% | 4.81% | 115 | +525 | 0.41% | Q4 2025 | Feb 03, 2026 |
| My Personal CFO, LLC | History | New | 123,990 | 13,859 | 5.78% | — | 116 | +123,990 | New | Q4 2025 | Jan 15, 2026 |
| KWMG, LLC | History | Added to | 123,326 | 13,785 | 1.19% | 1.16% | 117 | +1,541 | 1.27% | Q4 2025 | Jan 16, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 121,707 | 13,604 | 0.64% | 0.73% | 118 | -2,687 | -2.16% | Q4 2025 | Jan 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 120,102 | 13,425 | 0.01% | 0.01% | 119 | -2,863 | -2.33% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 119,670 | 13,376 | 0.23% | 0.22% | 120 | +26,032 | 27.8% | Q4 2025 | Feb 19, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 117,913 | 13,180 | 1.47% | 1.7% | 122 | +2,046 | 1.77% | Q4 2025 | Feb 11, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 117,917 | 13,180 | 1.13% | 1.13% | 121 | +1,909 | 1.65% | Q4 2025 | Jan 05, 2026 |
| Family Office Research LLC | History | Reduced | 111,405 | 12,577 | 5.14% | 5.33% | 123 | -639 | -0.57% | Q4 2025 | Feb 09, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 109,596 | 12,250 | 1.55% | 1.64% | 124 | -436 | -0.4% | Q4 2025 | Jan 21, 2026 |
| Madrid Wealth Management, LLC | History | New | 108,906 | 12,173 | 9.88% | — | 125 | +108,906 | New | Q4 2025 | Feb 02, 2026 |
| Clarity Capital Advisors, LLC | History | Reduced | 107,178 | 11,980 | 5.99% | 6.57% | 126 | -3,752 | -3.38% | Q4 2025 | Feb 11, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 105,108 | 11,748 | 8.21% | 7.91% | 127 | -127,941 | -54.9% | Q4 2025 | Feb 06, 2026 |
| Wilkerson Advisory Group LLC | History | New | 103,317 | 11,548 | 4.07% | — | 128 | +103,317 | New | Q4 2025 | Feb 13, 2026 |
| Bull Oak Capital, LLC | History | Reduced | 102,675 | 11,477 | 4.69% | 4.78% | 129 | -825 | -0.8% | Q4 2025 | Feb 02, 2026 |
| Wheels Up Wealth, Inc. | History | New | 98,957 | 11,061 | 10.3% | — | 130 | +98,957 | New | Q4 2025 | Feb 17, 2026 |
| Generations Wealth, LLC | History | New | 96,792 | 10,819 | 11.07% | — | 131 | +96,792 | New | Q4 2025 | Feb 13, 2026 |
| marrick wealth, LLC | History | New | 95,917 | 10,721 | 8.78% | — | 132 | +95,917 | New | Q4 2025 | Feb 13, 2026 |
| Annandale Capital, LLC | History | No change | 94,819 | 10,599 | 1.26% | 1.75% | 133 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wedmont Private Capital | History | Added to | 91,700 | 10,443 | 0.36% | 0.37% | 134 | +32 | 0.03% | Q4 2025 | Jan 08, 2026 |
| Meredith Wealth Planning | History | Reduced | 89,620 | 10,017 | 2.98% | 3.16% | 135 | -2,210 | -2.41% | Q4 2025 | Jan 16, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 86,498 | 9,668 | 3.63% | 3.88% | 136 | -1,027 | -1.17% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 85,929 | 9,605 | 0.5% | 0.46% | 137 | +9,992 | 13.16% | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 82,034 | 9,169 | 0.22% | 0.25% | 138 | -8,986 | -9.87% | Q4 2025 | Feb 17, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 82,028 | 9,169 | 4.87% | 5.06% | 139 | -5,953 | -6.77% | Q4 2025 | Feb 17, 2026 |
| Atlas Wealth LLC | History | Added to | 81,630 | 9,124 | 2.77% | 2.69% | 140 | +4,939 | 6.44% | Q4 2025 | Feb 05, 2026 |
| LRI Investments, LLC | History | No change | 80,884 | 9,041 | 0.73% | 0.72% | 141 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 80,561 | 9,005 | 5.26% | 5.99% | 142 | -13,920 | -14.73% | Q4 2025 | Jan 22, 2026 |
| Heirloom Wealth Management | History | Added to | 80,347 | 8,981 | 2.08% | 1.91% | 143 | +7,594 | 10.44% | Q4 2025 | Jan 15, 2026 |
| Herold Advisors, Inc. | History | Added to | 80,220 | 8,967 | 2.0% | 1.87% | 144 | +5,889 | 7.92% | Q4 2025 | Feb 17, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 79,440 | 8,879 | 1.4% | 1.47% | 145 | -2,360 | -2.89% | Q4 2025 | Jan 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 78,893 | 8,818 | 1.66% | 1.71% | 146 | -2,460 | -3.02% | Q4 2025 | Jan 30, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 78,165 | 8,737 | 0.16% | 0.18% | 147 | -1,372 | -1.72% | Q4 2025 | Jan 16, 2026 |
| Kestra Investment Management, LLC | History | Added to | 76,862 | 8,591 | 0.21% | 0.19% | 148 | +10,485 | 15.8% | Q4 2025 | Feb 09, 2026 |
| Financial Symmetry Inc | History | Reduced | 75,778 | 8,470 | 3.45% | 3.73% | 149 | -714 | -0.93% | Q4 2025 | Jan 28, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 75,363 | 8,424 | 3.83% | 3.88% | 150 | -4,917 | -6.12% | Q4 2025 | Jan 07, 2026 |
| Sollinda Capital Management LLC | History | Added to | 74,511 | 8,328 | 2.13% | 1.94% | 151 | +9,430 | 14.49% | Q4 2025 | Jan 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 74,168 | 8,290 | 0.02% | 0.01% | 152 | +51,550 | 227.92% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 72,755 | 8,132 | 0.38% | 0.38% | 153 | +366 | 0.51% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 72,362 | 8,088 | 0.04% | 0.04% | 154 | +1,121 | 1.57% | Q4 2025 | Feb 17, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 72,078 | 8,056 | 2.31% | 2.84% | 155 | -12,378 | -14.66% | Q4 2025 | Feb 11, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 71,409 | 7,982 | 3.26% | 3.33% | 156 | -70 | -0.1% | Q4 2025 | Jan 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 70,831 | 7,917 | 0.03% | 0.04% | 157 | -3,700 | -4.96% | Q4 2025 | Feb 18, 2026 |
| Betterment LLC | History | Added to | 70,160 | 7,842 | 0.01% | 0.01% | 158 | +1,235 | 1.79% | Q4 2025 | Feb 12, 2026 |
| Vannoy Advisory Group, Inc. | History | No change | 70,142 | 7,840 | 4.97% | 4.98% | 159 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 69,668 | 7,787 | 0.33% | 0.23% | 160 | +6,131 | 9.65% | Q4 2025 | Feb 17, 2026 |
| CURIO WEALTH, LLC | History | Added to | 66,630 | 7,547 | 2.67% | 2.95% | 161 | +522 | 0.79% | Q4 2025 | Feb 11, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 65,831 | 7,358 | 4.19% | 4.04% | 162 | +3,239 | 5.17% | Q4 2025 | Jan 06, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 63,486 | 7,304 | 3.88% | 3.69% | 163 | -14,906 | -19.01% | Q4 2025 | Jan 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 65,228 | 7,291 | 0.91% | 0.96% | 164 | +406 | 0.63% | Q4 2025 | Jan 08, 2026 |
| Auxano Advisors, LLC | History | Reduced | 64,948 | 7,259 | 1.43% | 1.56% | 165 | -2,756 | -4.07% | Q4 2025 | Feb 06, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 64,782 | 7,241 | 3.66% | 3.76% | 166 | +17 | 0.03% | Q4 2025 | Feb 02, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 63,751 | 7,126 | 3.21% | 2.72% | 167 | +9,860 | 18.3% | Q4 2025 | Jan 22, 2026 |
| SOL Capital Management CO | History | Reduced | 63,680 | 7,118 | 0.64% | 0.83% | 168 | -21,481 | -25.22% | Q4 2025 | Jan 30, 2026 |
| UBS Group AG | History | Reduced | 63,523 | 7,100 | 0.0% | 0.0% | 169 | -6,973 | -9.89% | Q4 2025 | Jan 29, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 63,155 | 7,059 | 3.89% | 4.45% | 170 | +1,355 | 2.19% | Q4 2025 | Feb 13, 2026 |
| Symmetry Partners, LLC | History | Reduced | 62,773 | 7,016 | 0.42% | 0.81% | 171 | -5,613 | -8.21% | Q4 2025 | Jan 27, 2026 |
| Cloud Capital Management, LLC | History | Added to | 62,198 | 6,952 | 3.28% | 3.35% | 172 | +3,723 | 6.37% | Q4 2025 | Feb 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 62,117 | 6,943 | 0.11% | 0.1% | 173 | +4,710 | 8.2% | Q4 2025 | Feb 11, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 59,930 | 6,931 | 2.86% | 2.98% | 174 | -965 | -1.58% | Q4 2025 | Feb 13, 2026 |
| Brio Consultants, LLC | History | Reduced | 61,301 | 6,852 | 0.89% | 0.94% | 175 | -1,532 | -2.44% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | Reduced | 60,702 | 6,785 | 0.2% | 0.19% | 176 | -63,194 | -51.01% | Q4 2025 | Feb 13, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 59,894 | 6,695 | 3.46% | 3.42% | 177 | +3,419 | 6.05% | Q4 2025 | Jan 23, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 59,705 | 6,673 | 3.1% | 3.18% | 178 | +2,747 | 4.82% | Q4 2025 | Jan 26, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 59,058 | 6,601 | 1.82% | 1.36% | 179 | +19,608 | 49.7% | Q4 2025 | Feb 10, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 57,081 | 6,380 | 2.51% | 2.7% | 180 | -356 | -0.62% | Q4 2025 | Feb 03, 2026 |
| Approach Retirement Advisors, LLC | History | New | 56,317 | 6,295 | 5.42% | — | 181 | +56,317 | New | Q4 2025 | Jan 29, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 55,212 | 6,171 | 4.28% | 4.1% | 182 | +4,136 | 8.1% | Q4 2025 | Jan 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 55,090 | 6,157 | 0.01% | 0.01% | 183 | +1,392 | 2.59% | Q4 2025 | Feb 12, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 54,497 | 6,091 | 1.91% | 1.98% | 184 | -528 | -0.96% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | Reduced | 53,850 | 6,019 | 0.13% | 0.23% | 185 | -9,808 | -15.41% | Q4 2025 | Feb 05, 2026 |
| Prosperity Planning, Inc. | History | Added to | 51,580 | 5,765 | 1.51% | 1.42% | 186 | +3,231 | 6.68% | Q4 2025 | Jan 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 50,500 | 5,644 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 50,025 | 5,591 | 1.22% | 1.18% | 188 | -3,749 | -6.97% | Q4 2025 | Feb 02, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 49,483 | 5,531 | 1.14% | 1.13% | 189 | +232 | 0.47% | Q4 2025 | Feb 09, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 49,455 | 5,528 | 1.81% | 1.89% | 190 | -442 | -0.89% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 47,410 | 5,299 | 0.0% | 0.0% | 191 | +13,063 | 38.03% | Q4 2025 | Feb 17, 2026 |
| Mattson Financial Services, LLC | History | Added to | 46,968 | 5,250 | 1.23% | 0.91% | 192 | +11,986 | 34.26% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 46,426 | 5,189 | 0.0% | 0.0% | 193 | +20,985 | 82.48% | Q4 2025 | Feb 17, 2026 |
| LANE BROTHERS & CO INC | History | New | 46,174 | 5,161 | 3.73% | — | 194 | +46,174 | New | Q4 2025 | Mar 13, 2026 |
| L & S Advisors Inc | History | Added to | 45,777 | 5,116 | 0.47% | 0.48% | 195 | +65 | 0.14% | Q4 2025 | Feb 05, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 45,614 | 5,098 | 0.94% | 0.97% | 196 | -3,837 | -7.76% | Q4 2025 | Jan 27, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 45,167 | 5,048 | 2.0% | 2.14% | 197 | +1,009 | 2.28% | Q4 2025 | Feb 02, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 43,870 | 4,903 | 4.27% | 4.2% | 198 | -1,133 | -2.52% | Q4 2025 | Jan 27, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 42,309 | 4,729 | 3.35% | 3.78% | 199 | -4,856 | -10.3% | Q4 2025 | Jan 07, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Reduced | 41,575 | 4,647 | 2.6% | 2.63% | 200 | -685 | -1.62% | Q4 2025 | Feb 13, 2026 |
| Fielder Capital Group LLC | History | Reduced | 41,228 | 4,608 | 0.98% | 1.04% | 201 | -892 | -2.12% | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | Reduced | 40,811 | 4,561 | 1.34% | 1.43% | 202 | -2,141 | -4.98% | Q4 2025 | Jan 08, 2026 |
| Tillman Hartley LLC | History | No change | 39,799 | 4,448 | 1.12% | 1.12% | 203 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KWB Wealth | History | Added to | 37,588 | 4,201 | 0.4% | 0.4% | 204 | +1,598 | 4.44% | Q4 2025 | Jan 12, 2026 |
| Holcombe Financial, Inc. | History | Reduced | 37,154 | 4,153 | 2.61% | 3.33% | 205 | -6,785 | -15.44% | Q4 2025 | Jan 27, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 36,970 | 4,132 | 1.75% | 1.75% | 206 | +107 | 0.29% | Q4 2025 | Jan 12, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 36,891 | 4,123 | 2.24% | 1.94% | 207 | +5,338 | 16.92% | Q4 2025 | Feb 02, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 35,572 | 3,976 | 1.04% | 1.09% | 208 | -414 | -1.15% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 35,522 | 3,970 | 0.04% | 0.03% | 209 | +16,896 | 90.71% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 35,185 | 3,933 | 0.01% | 0.01% | 210 | -639 | -1.78% | Q4 2025 | Feb 05, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 34,740 | 3,883 | 0.66% | 0.7% | 211 | -759 | -2.14% | Q4 2025 | Jan 12, 2026 |
| Ares Financial Consulting, LLC | History | New | 34,124 | 3,814 | 3.63% | — | 212 | +34,124 | New | Q4 2025 | Jan 30, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 33,679 | 3,764 | 0.25% | 0.23% | 213 | +2,581 | 8.3% | Q4 2025 | Jan 23, 2026 |
| Triune Financial Partners, LLC | History | Reduced | 32,534 | 3,763 | 0.88% | 0.93% | 214 | -1,574 | -4.61% | Q4 2025 | Feb 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 33,236 | 3,715 | 0.07% | 0.07% | 215 | +1,384 | 4.35% | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | Reduced | 32,231 | 3,602 | 0.05% | 0.05% | 216 | -3,405 | -9.55% | Q4 2025 | Jan 27, 2026 |
| Cogent Private Wealth, Inc. | History | New | 30,865 | 3,450 | 2.63% | — | 217 | +30,865 | New | Q4 2025 | Feb 10, 2026 |
| J. Team Financial, Inc. | History | Reduced | 30,464 | 3,405 | 3.4% | 6.41% | 218 | -27,676 | -47.6% | Q4 2025 | Jan 29, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 30,024 | 3,356 | 0.11% | 0.11% | 219 | -55 | -0.18% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 29,988 | 3,352 | 0.01% | 0.01% | 220 | -1,042 | -3.36% | Q4 2025 | Jan 26, 2026 |
| Pathstone Holdings, LLC | History | New | 29,684 | 3,318 | 0.01% | — | 221 | +29,684 | New | Q4 2025 | Feb 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 29,165 | 3,260 | 1.15% | 1.16% | 222 | -507 | -1.71% | Q4 2025 | Jan 09, 2026 |
| VICUS CAPITAL | History | Added to | 29,037 | 3,245 | 0.24% | 0.24% | 223 | +169 | 0.59% | Q4 2025 | Jan 22, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 28,774 | 3,216 | 0.72% | 0.75% | 224 | +337 | 1.19% | Q4 2025 | Jan 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 28,495 | 3,211 | 0.22% | 0.25% | 225 | -1,618 | -5.37% | Q4 2025 | Jan 15, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 28,717 | 3,209 | 0.69% | 0.69% | 226 | +1,395 | 5.11% | Q4 2025 | Jan 20, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 28,387 | 3,173 | 0.08% | 0.07% | 227 | +1,193 | 4.39% | Q4 2025 | Feb 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 28,251 | 3,157 | 0.57% | 0.49% | 228 | +5,013 | 21.57% | Q4 2025 | Feb 06, 2026 |
| Bison Wealth, LLC | History | New | 28,141 | 3,095 | 0.35% | — | 229 | +28,141 | New | Q4 2025 | Mar 24, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Added to | 26,898 | 3,006 | 0.56% | 0.3% | 230 | +9,939 | 58.61% | Q4 2025 | Feb 12, 2026 |
| RAM Investment Partners, LLC | History | Reduced | 26,710 | 2,985 | 0.54% | 0.55% | 231 | -65 | -0.24% | Q4 2025 | Feb 12, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 26,275 | 2,937 | 0.2% | 0.19% | 232 | +1,131 | 4.5% | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | Added to | 26,217 | 2,930 | 0.05% | 0.05% | 233 | +1,373 | 5.53% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 26,027 | 2,909 | 0.05% | 0.06% | 234 | +1,996 | 8.31% | Q4 2025 | Feb 06, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 25,199 | 2,816 | 1.24% | 1.29% | 235 | -294 | -1.15% | Q4 2025 | Jan 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 24,531 | 2,764 | 0.1% | 0.01% | 236 | +23,275 | 1853.11% | Q4 2025 | Feb 13, 2026 |
| Burk Holdings LLC | History | Reduced | 24,492 | 2,737 | 1.31% | 1.49% | 237 | -1,175 | -4.58% | Q4 2025 | Feb 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 24,458 | 2,733 | 0.01% | 0.01% | 238 | +1,609 | 7.04% | Q4 2025 | Jan 30, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 24,402 | 2,727 | 0.71% | 0.73% | 239 | +304 | 1.26% | Q4 2025 | Jan 16, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 23,282 | 2,602 | 0.84% | 0.42% | 240 | -303 | -1.28% | Q4 2025 | Jan 27, 2026 |
| Facet Wealth, Inc. | History | Reduced | 21,783 | 2,526 | 0.04% | 0.05% | 241 | -310 | -1.4% | Q4 2025 | Jan 29, 2026 |
| Invariant Investment Management | History | New | 21,886 | 2,518 | 1.61% | — | 242 | +21,886 | New | Q4 2025 | Jan 26, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 22,117 | 2,472 | 0.87% | 0.98% | 243 | -2,887 | -11.55% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 21,484 | 2,401 | 0.0% | 0.0% | 244 | +410 | 1.95% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 20,826 | 2,327 | 0.62% | 0.62% | 245 | +119 | 0.57% | Q4 2025 | Jan 23, 2026 |
| Sunpointe, LLC | History | Reduced | 20,397 | 2,279 | 0.76% | 0.82% | 246 | -415 | -1.99% | Q4 2025 | Jan 23, 2026 |
| Life Planning Partners, Inc | History | Reduced | 20,169 | 2,254 | 1.73% | 2.17% | 247 | -7,217 | -26.35% | Q4 2025 | Jan 16, 2026 |
| Certified Advisory Corp | History | Reduced | 19,669 | 2,198 | 0.2% | 0.22% | 248 | -2,036 | -9.38% | Q4 2025 | Jan 12, 2026 |
| XY Planning Network, Inc. | History | Reduced | 19,434 | 2,172 | 0.38% | 0.7% | 249 | -864 | -4.26% | Q4 2025 | Jan 26, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 19,189 | 2,144 | 0.01% | — | 250 | +19,189 | New | Q4 2025 | Feb 03, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 19,128 | 2,138 | 1.89% | — | 251 | +19,128 | New | Q4 2025 | Feb 05, 2026 |
| Magnus Financial Group LLC | History | Reduced | 18,996 | 2,123 | 0.16% | 0.17% | 252 | -1,168 | -5.79% | Q4 2025 | Jan 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 18,212 | 2,035 | 0.03% | 0.03% | 253 | -1,303 | -6.68% | Q4 2025 | Feb 17, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 17,977 | 2,009 | 1.41% | 1.42% | 254 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BEACON FINANCIAL GROUP | History | New | 17,487 | 1,954 | 0.19% | — | 255 | +17,487 | New | Q4 2025 | Apr 01, 2026 |
| Pacific Asset Management, LLC | History | Reduced | 17,233 | 1,926 | 1.16% | 1.34% | 256 | -964 | -5.3% | Q4 2025 | Jan 28, 2026 |
| Evanson Asset Management, LLC | History | Added to | 17,222 | 1,925 | 0.1% | 0.07% | 257 | +5,626 | 48.52% | Q4 2025 | Jan 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 17,059 | 1,906 | 0.15% | 0.15% | 258 | -538 | -3.06% | Q4 2025 | Feb 13, 2026 |
| CGN Advisors LLC | History | Reduced | 16,919 | 1,891 | 0.15% | 0.15% | 259 | -277 | -1.61% | Q4 2025 | Jan 05, 2026 |
| Revolve Wealth Partners, LLC | History | New | 16,420 | 1,835 | 0.22% | — | 260 | +16,420 | New | Q4 2025 | Jan 20, 2026 |
| Savvy Advisors, Inc. | History | Added to | 16,338 | 1,826 | 0.06% | 0.02% | 261 | +12,362 | 310.92% | Q4 2025 | Jan 20, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 16,310 | 1,823 | 1.26% | 1.18% | 262 | +575 | 3.65% | Q4 2025 | Jan 21, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 16,188 | 1,809 | 0.0% | 0.0% | 263 | +755 | 4.89% | Q4 2025 | Feb 13, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 16,023 | 1,791 | 0.25% | — | 264 | +16,023 | New | Q4 2025 | Jan 20, 2026 |
| Trailhead Planners LLC | History | New | 15,755 | 1,761 | 1.73% | — | 265 | +15,755 | New | Q4 2025 | Feb 12, 2026 |
| TFB Advisors LLC | History | Reduced | 15,606 | 1,744 | 0.49% | 0.49% | 266 | -101 | -0.64% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 15,434 | 1,725 | 0.12% | 0.16% | 267 | -2,698 | -14.88% | Q4 2025 | Jan 21, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 14,816 | 1,708 | 0.32% | 0.34% | 268 | -300 | -1.98% | Q4 2025 | Jan 27, 2026 |
| NWAM LLC | History | Reduced | 14,684 | 1,693 | 0.09% | 0.09% | 269 | -642 | -4.19% | Q4 2025 | Feb 04, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 14,683 | 1,641 | 0.78% | 0.72% | 270 | +2,320 | 18.77% | Q4 2025 | Jan 09, 2026 |
| Aspen Capital Management, LLC | History | No change | 14,662 | 1,638 | 0.41% | 0.41% | 271 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 14,360 | 1,605 | 0.24% | 0.25% | 272 | -115 | -0.79% | Q4 2025 | Jan 13, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 13,618 | 1,575 | 1.52% | — | 273 | +13,618 | New | Q4 2025 | Feb 13, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 14,044 | 1,569 | 0.71% | 0.71% | 274 | +41 | 0.29% | Q4 2025 | Feb 11, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 13,829 | 1,545 | 0.38% | 0.37% | 275 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Atala Financial Inc | History | No change | 13,650 | 1,525 | 0.97% | 0.93% | 276 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | Added to | 13,550 | 1,514 | 0.02% | 0.02% | 277 | +19 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 13,436 | 1,501 | 0.71% | 0.71% | 278 | +1 | 0.01% | Q4 2025 | Feb 10, 2026 |
| Avant Financial Advisors LLC | History | Added to | 13,421 | 1,500 | 1.08% | 1.05% | 279 | +631 | 4.93% | Q4 2025 | Jan 15, 2026 |
| LAM GROUP, INC. | History | Added to | 13,255 | 1,481 | 0.85% | 0.75% | 280 | +2,095 | 18.77% | Q4 2025 | Jan 23, 2026 |
| M Holdings Securities, Inc. | History | New | 13,177 | 1,473 | 0.11% | — | 281 | +13,177 | New | Q4 2025 | Feb 11, 2026 |
| Abel Hall, LLC | History | Reduced | 13,163 | 1,471 | 0.34% | 0.58% | 282 | -24 | -0.18% | Q4 2025 | Feb 17, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 12,965 | 1,449 | 0.09% | 0.1% | 283 | -500 | -3.71% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 12,856 | 1,437 | 0.0% | 0.0% | 284 | -392 | -2.96% | Q4 2025 | Feb 17, 2026 |
| Western Reserve Capital Management, LLC | History | New | 12,719 | 1,421 | 1.32% | — | 285 | +12,719 | New | Q4 2025 | Feb 10, 2026 |
| M Wealth Management, LLC | History | Reduced | 12,641 | 1,413 | 1.23% | 1.36% | 286 | -1,619 | -11.35% | Q4 2025 | Jan 29, 2026 |
| Platform Wealth Management, LLC | History | New | 12,485 | 1,395 | 0.37% | — | 287 | +12,485 | New | Q4 2025 | Feb 11, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 12,381 | 1,383 | 0.39% | 0.49% | 288 | -1,941 | -13.55% | Q4 2025 | Jan 12, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 12,266 | 1,371 | 0.0% | — | 289 | +12,266 | New | Q4 2025 | Feb 10, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 12,044 | 1,346 | 0.8% | 0.49% | 290 | +4,597 | 61.73% | Q4 2025 | Jan 26, 2026 |
| Capstone Wealth Management, Inc. | History | New | 11,919 | 1,336 | 1.17% | — | 291 | +11,919 | New | Q4 2025 | Feb 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 11,937 | 1,334 | 0.01% | 0.01% | 292 | +70 | 0.59% | Q4 2025 | Feb 17, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 11,888 | 1,328 | 0.54% | 0.55% | 293 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parcion Private Wealth LLC | History | No change | 11,602 | 1,296 | 0.08% | 0.08% | 294 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 11,585 | 1,294 | 0.3% | 0.4% | 295 | -3,907 | -25.22% | Q4 2025 | Jan 06, 2026 |
| Austin Wealth Management, LLC | History | Added to | 11,286 | 1,289 | 0.19% | 0.18% | 296 | +666 | 6.27% | Q4 2025 | Jan 26, 2026 |
| Paladin Wealth, LLC | History | Added to | 11,460 | 1,280 | 0.87% | 0.6% | 297 | +3,810 | 49.8% | Q4 2025 | Jan 15, 2026 |
| AGH Wealth Advisors, LLC | History | Reduced | 11,302 | 1,263 | 0.95% | 0.92% | 298 | -208 | -1.81% | Q4 2025 | Feb 04, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 11,104 | 1,241 | 0.27% | 0.06% | 299 | +9,021 | 433.08% | Q4 2025 | Feb 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 10,985 | 1,227 | 0.03% | 0.04% | 300 | +32 | 0.29% | Q4 2025 | Feb 02, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 10,857 | 1,213 | 0.4% | 0.4% | 301 | +122 | 1.14% | Q4 2025 | Feb 05, 2026 |
| Brown Financial Advisors | History | Added to | 10,825 | 1,210 | 0.44% | 0.33% | 302 | +2,551 | 30.83% | Q4 2025 | Feb 17, 2026 |
| Aurelius Family Office LLC | History | Reduced | 10,057 | 1,142 | 0.49% | 0.49% | 303 | -33 | -0.33% | Q4 2025 | Jan 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 10,140 | 1,133 | 0.02% | 0.03% | 304 | -1,242 | -10.91% | Q4 2025 | Jan 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 10,096 | 1,128 | 0.01% | 0.01% | 305 | -113 | -1.11% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 9,762 | 1,091 | 0.04% | 0.03% | 306 | +487 | 5.25% | Q4 2025 | Jan 09, 2026 |
| Prospect Financial Group LLC | History | Reduced | 9,717 | 1,086 | 1.01% | 1.06% | 307 | -265 | -2.65% | Q4 2025 | Feb 10, 2026 |
| Heritage Financial Services, LLC | History | Added to | 9,459 | 1,057 | 0.09% | 0.05% | 308 | +3,886 | 69.73% | Q4 2025 | Feb 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 9,450 | 1,056 | 0.03% | 0.04% | 309 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 9,345 | 1,044 | 0.01% | 0.0% | 310 | +5,763 | 160.89% | Q4 2025 | Jan 26, 2026 |
| BAKER BOYER NATIONAL BANK | History | New | 9,297 | 1,039 | 0.31% | — | 311 | +9,297 | New | Q4 2025 | Feb 03, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 9,206 | 1,029 | 0.39% | 0.42% | 312 | -860 | -8.54% | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,019 | 1,008 | 0.09% | 0.09% | 313 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Capital, Inc. | History | Reduced | 8,940 | 999 | 0.1% | 0.1% | 314 | -230 | -2.51% | Q4 2025 | Feb 12, 2026 |
| Element Wealth, LLC | History | Added to | 8,818 | 985 | 0.41% | 0.3% | 315 | +2,410 | 37.61% | Q4 2025 | Feb 13, 2026 |
| Trademark Financial Management, LLC | History | Added to | 8,803 | 984 | 0.54% | 0.56% | 316 | +20 | 0.23% | Q4 2025 | Jan 28, 2026 |
| North Capital, Inc. | History | Added to | 8,801 | 983 | 0.85% | 0.66% | 317 | +919 | 11.66% | Q4 2025 | Feb 18, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 8,645 | 966 | 0.06% | 0.09% | 318 | +12 | 0.14% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 8,132 | 908 | 0.0% | 0.0% | 319 | +32 | 0.4% | Q4 2025 | Feb 13, 2026 |
| Truepoint, Inc. | History | Reduced | 7,845 | 876 | 0.02% | 0.02% | 320 | -14 | -0.18% | Q4 2025 | Feb 11, 2026 |
| Wealth Management Nebraska | History | No change | 7,773 | 868 | 0.1% | 0.1% | 321 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 7,626 | 852 | 0.54% | 0.5% | 322 | +693 | 10.0% | Q4 2025 | Feb 04, 2026 |
| DBK Financial Counsel, LLC | History | No change | 7,590 | 848 | 0.65% | 0.69% | 323 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Frankly Finances, LLC | History | New | 7,586 | 847 | 0.74% | — | 324 | +7,586 | New | Q4 2025 | Jan 26, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 7,509 | 839 | 0.05% | 0.07% | 325 | -2,656 | -26.13% | Q4 2025 | Feb 18, 2026 |
| Curi Capital, LLC | History | Added to | 7,410 | 828 | 0.01% | 0.01% | 326 | +123 | 1.69% | Q4 2025 | Feb 17, 2026 |
| Saxony Capital Management, LLC | History | No change | 7,399 | 827 | 0.51% | 0.53% | 327 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Monument Group Wealth Advisors, LLC | History | Reduced | 7,305 | 816 | 0.44% | 0.5% | 328 | -481 | -6.18% | Q4 2025 | Jan 15, 2026 |
| FMR LLC | History | Added to | 7,096 | 793 | 0.0% | 0.0% | 329 | +500 | 7.58% | Q4 2025 | Feb 17, 2026 |
| Arista Wealth Management, LLC | History | No change | 6,993 | 781 | 0.1% | 0.09% | 330 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 6,987 | 781 | 0.26% | 0.31% | 331 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,959 | 777 | 0.0% | 0.0% | 332 | +1,938 | 38.6% | Q4 2025 | Feb 02, 2026 |
| UPTICK PARTNERS, LLC | History | New | 6,943 | 776 | 0.17% | — | 333 | +6,943 | New | Q4 2025 | Feb 02, 2026 |
| Compound Planning, Inc. | History | Reduced | 6,933 | 774 | 0.02% | 0.03% | 334 | -336 | -4.62% | Q4 2025 | Feb 19, 2026 |
| BROWN ADVISORY INC | History | Added to | 6,906 | 771 | 0.0% | 0.0% | 335 | +352 | 5.37% | Q4 2025 | Feb 13, 2026 |
| Jordan Park Group LLC | History | No change | 6,898 | 771 | 0.04% | 0.04% | 336 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 6,808 | 761 | 0.01% | 0.01% | 337 | -1,525 | -18.3% | Q4 2025 | Jan 20, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 6,809 | 761 | 0.14% | 0.15% | 338 | -120 | -1.73% | Q4 2025 | Jan 30, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 6,594 | 737 | 0.15% | 0.15% | 339 | +570 | 9.46% | Q4 2025 | Jan 09, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 6,434 | 719 | 0.0% | 0.0% | 340 | +19 | 0.3% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 6,305 | 704 | 0.0% | 0.01% | 341 | -4,130 | -39.58% | Q4 2025 | Feb 12, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 6,222 | 695 | 0.55% | 0.57% | 342 | +3 | 0.05% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 5,976 | 667 | 0.04% | 0.04% | 343 | +12 | 0.2% | Q4 2025 | Feb 20, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 5,960 | 666 | 0.28% | 0.31% | 344 | -400 | -6.29% | Q4 2025 | Jan 28, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,917 | 661 | 0.01% | 0.01% | 345 | -65 | -1.09% | Q4 2025 | Feb 02, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 5,895 | 658 | 0.05% | 0.06% | 346 | +90 | 1.55% | Q4 2025 | Feb 09, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 5,887 | 657 | 0.33% | 0.33% | 347 | +188 | 3.3% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,814 | 649 | 0.0% | 0.0% | 348 | -19 | -0.33% | Q4 2025 | Feb 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 5,594 | 625 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 5,573 | 622 | 0.3% | 0.24% | 351 | +1,128 | 25.38% | Q4 2025 | Feb 13, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 5,566 | 622 | 0.03% | 0.02% | 350 | +400 | 7.74% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 5,547 | 620 | 0.18% | 0.18% | 352 | +136 | 2.51% | Q4 2025 | Feb 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 5,545 | 619 | 0.02% | 0.05% | 353 | -1,221 | -18.05% | Q4 2025 | Feb 04, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 5,505 | 615 | 0.03% | 0.04% | 354 | -270 | -4.68% | Q4 2025 | Feb 17, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 5,209 | 582 | 0.02% | 0.02% | 355 | +912 | 21.22% | Q4 2025 | Jan 07, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 5,215 | 582 | 0.04% | 0.04% | 356 | -197 | -3.64% | Q4 2025 | Feb 18, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 5,140 | 574 | 0.32% | 0.32% | 357 | -146 | -2.76% | Q4 2025 | Feb 13, 2026 |
| Yardley Wealth Management LLC | History | No change | 5,123 | 572 | 0.3% | 0.31% | 358 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 5,055 | 565 | 0.65% | — | 359 | +5,055 | New | Q4 2025 | Feb 17, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 5,048 | 564 | 0.27% | 0.31% | 360 | -185 | -3.54% | Q4 2025 | Feb 09, 2026 |
| Foundry Financial LLC | History | New | 5,002 | 559 | 0.29% | — | 361 | +5,002 | New | Q4 2025 | Feb 17, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 4,851 | 555 | 0.05% | 0.05% | 362 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| McMill Wealth Management | History | Added to | 4,941 | 552 | 0.16% | 0.15% | 363 | +97 | 2.0% | Q4 2025 | Feb 23, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 4,929 | 550 | 0.17% | 0.19% | 364 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Oceanside Advisors LLC | History | Reduced | 4,887 | 546 | 0.33% | 0.35% | 365 | -209 | -4.1% | Q4 2025 | Jan 26, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 4,739 | 529 | 0.16% | 0.19% | 366 | -874 | -15.57% | Q4 2025 | Feb 10, 2026 |
| Tranquility Partners, LLC | History | Reduced | 4,615 | 515 | 0.19% | 0.19% | 367 | -661 | -12.53% | Q4 2025 | Feb 03, 2026 |
| ASPIRIANT, LLC | History | No change | 4,493 | 502 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 4,487 | 501 | 0.06% | 0.07% | 369 | -670 | -12.99% | Q4 2025 | Jan 08, 2026 |
| Avestar Capital, LLC | History | Reduced | 4,403 | 492 | 0.03% | 0.04% | 370 | -796 | -15.31% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,320 | 483 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 4,229 | 472 | 0.07% | 0.07% | 372 | -138 | -3.16% | Q4 2025 | Feb 06, 2026 |
| COMMERCE BANK | History | Reduced | 4,150 | 463 | 0.0% | 0.0% | 373 | -28 | -0.67% | Q4 2025 | Feb 13, 2026 |
| Well Done, LLC | History | New | 4,094 | 457 | 0.07% | — | 374 | +4,094 | New | Q4 2025 | Jan 13, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 4,085 | 456 | 0.3% | 0.32% | 375 | +14 | 0.34% | Q4 2025 | Jan 07, 2026 |
| Lutz Financial Services LLC | History | Added to | 4,044 | 452 | 0.03% | 0.03% | 376 | +263 | 6.96% | Q4 2025 | Feb 06, 2026 |
| Belpointe Asset Management LLC | History | No change | 3,896 | 435 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 3,872 | 432 | 0.05% | 0.05% | 378 | -77 | -1.95% | Q4 2025 | Feb 17, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 3,849 | 430 | 0.28% | 0.35% | 379 | -111 | -2.8% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | Reduced | 3,832 | 428 | 0.0% | 0.0% | 380 | -27 | -0.7% | Q4 2025 | Feb 13, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 3,751 | 419 | 0.06% | 0.06% | 381 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 3,688 | 412 | 0.01% | — | 382 | +3,688 | New | Q4 2025 | Feb 13, 2026 |
| Belleair Asset Management, LLC | History | New | 3,669 | 410 | 0.39% | — | 383 | +3,669 | New | Q4 2025 | Jan 30, 2026 |
| 55 North Private Wealth, LLC | History | New | 3,663 | 409 | 0.11% | — | 384 | +3,663 | New | Q4 2025 | Jan 27, 2026 |
| Clark Asset Management, LLC | History | Added to | 3,624 | 405 | 0.04% | 0.03% | 385 | +1,266 | 53.69% | Q4 2025 | Jan 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,610 | 403 | 0.03% | 0.03% | 386 | +1 | 0.03% | Q4 2025 | Feb 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 3,500 | 391 | 0.0% | 0.0% | 387 | -11,300 | -76.35% | Q4 2025 | Feb 12, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 3,499 | 391 | 0.08% | 0.08% | 388 | -100 | -2.78% | Q4 2025 | Jan 07, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 3,293 | 368 | 0.11% | 0.12% | 389 | +6 | 0.18% | Q4 2025 | Jan 16, 2026 |
| BIP Wealth, LLC | History | New | 3,278 | 366 | 0.01% | — | 391 | +3,278 | New | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,282 | 366 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 3,227 | 360 | 0.06% | 0.18% | 392 | -5,688 | -63.8% | Q4 2025 | Feb 04, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 3,223 | 360 | 0.12% | 0.12% | 393 | +9 | 0.28% | Q4 2025 | Feb 04, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,217 | 359 | 0.0% | — | 394 | +3,217 | New | Q4 2025 | Feb 18, 2026 |
| Avior Wealth Management, LLC | History | Added to | 3,213 | 359 | 0.01% | 0.01% | 395 | +495 | 18.21% | Q4 2025 | Jan 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 3,143 | 351 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| NORTHERN TRUST CORP | History | New | 3,092 | 345 | 0.0% | — | 397 | +3,092 | New | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 3,064 | 342 | 0.01% | 0.01% | 399 | -931 | -23.3% | Q4 2025 | Feb 06, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 3,066 | 342 | 0.08% | 0.08% | 398 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 3,049 | 340 | 0.1% | 0.1% | 400 | +9 | 0.3% | Q4 2025 | Feb 17, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 3,026 | 338 | 0.1% | 0.11% | 401 | +177 | 6.21% | Q4 2025 | Jan 15, 2026 |
| Sandhill Capital Partners LLC | History | Added to | 3,018 | 337 | 0.02% | 0.02% | 402 | +1,001 | 49.63% | Q4 2025 | Feb 12, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 2,979 | 332 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 2,963 | 331 | 0.27% | 0.14% | 404 | +1,682 | 131.3% | Q4 2025 | Feb 10, 2026 |
| Cypress Wealth Services, LLC | History | No change | 2,944 | 329 | 0.05% | 0.05% | 405 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 2,911 | 325 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ENTREWEALTH, LLC | History | Added to | 2,740 | 321 | 0.14% | 0.1% | 407 | +888 | 47.95% | Q4 2025 | Feb 13, 2026 |
| Financial Partners Group, Inc | History | Reduced | 2,714 | 313 | 0.04% | 0.05% | 408 | -825 | -23.31% | Q4 2025 | Feb 03, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 2,760 | 308 | 0.03% | 0.03% | 409 | +114 | 4.31% | Q4 2025 | Jan 14, 2026 |
| Synergy Asset Management, LLC | History | No change | 2,763 | 308 | 0.03% | 0.01% | 410 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 2,743 | 306 | 0.02% | 0.02% | 411 | +8 | 0.29% | Q4 2025 | Jan 29, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 2,735 | 305 | 0.21% | 0.21% | 412 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Haven Private, LLC | History | Reduced | 2,725 | 304 | 0.13% | 0.13% | 413 | -49 | -1.77% | Q4 2025 | Feb 12, 2026 |
| NorthRock Partners, LLC | History | No change | 2,705 | 302 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | No change | 2,688 | 300 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sowell Financial Services LLC | History | No change | 2,689 | 300 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| RCS Financial Planning, LLC | History | Added to | 2,683 | 299 | 0.13% | 0.12% | 418 | +102 | 3.95% | Q4 2025 | Jan 15, 2026 |
| Vise Technologies, Inc. | History | No change | 2,679 | 299 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | No change | 2,679 | 299 | 0.02% | 0.02% | 419 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Calamos Wealth Management LLC | History | No change | 2,673 | 298 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CHOREO, LLC | History | No change | 2,600 | 293 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 2,609 | 291 | 0.13% | 0.13% | 422 | -73 | -2.72% | Q4 2025 | Feb 04, 2026 |
| Stonebrook Private Inc. | History | Reduced | 2,547 | 284 | 0.06% | 0.06% | 423 | -22 | -0.86% | Q4 2025 | Feb 11, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 2,508 | 280 | 0.04% | 0.07% | 424 | -218 | -8.0% | Q4 2025 | Feb 03, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | No change | 2,466 | 275 | 0.05% | 0.05% | 425 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Signature Wealth Management Group | History | New | 2,448 | 273 | 0.11% | — | 427 | +2,448 | New | Q4 2025 | Jan 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,450 | 273 | 0.08% | 0.08% | 426 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 2,419 | 270 | 0.01% | 0.01% | 428 | -713 | -22.77% | Q4 2025 | Feb 13, 2026 |
| Prosperitas Financial LLC | History | Added to | 2,418 | 270 | 0.1% | 0.11% | 429 | +10 | 0.42% | Q4 2025 | Feb 04, 2026 |
| CRA Financial Services, LLC | History | No change | 2,410 | 269 | 0.04% | 0.04% | 430 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Independent Wealth Network Inc. | History | New | 2,388 | 266 | 0.08% | — | 431 | +2,388 | New | Q4 2025 | Jan 26, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 2,348 | 262 | 0.09% | 0.1% | 432 | -96 | -3.93% | Q4 2025 | Jan 26, 2026 |
| Paragon Advisors, LLC | History | Reduced | 2,342 | 261 | 0.07% | 0.15% | 433 | -3,145 | -57.32% | Q4 2025 | Jan 12, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 2,301 | 257 | 0.07% | 0.09% | 434 | -401 | -14.84% | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,275 | 254 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 2,265 | 253 | 0.21% | — | 436 | +2,265 | New | Q4 2025 | Feb 05, 2026 |
| MONECO ADVISORS, LLC | History | New | 2,258 | 252 | 0.02% | — | 437 | +2,258 | New | Q4 2025 | Feb 04, 2026 |
| SHUFRO ROSE & CO LLC | History | New | 2,221 | 248 | 0.02% | — | 438 | +2,221 | New | Q4 2025 | Feb 09, 2026 |
| DGS Capital Management, LLC | History | New | 2,211 | 247 | 0.04% | — | 439 | +2,211 | New | Q4 2025 | Feb 24, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 2,192 | 245 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Creative Capital Management Investments LLC | History | No change | 2,185 | 244 | 0.07% | 0.08% | 441 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 2,142 | 239 | 0.05% | 0.05% | 442 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Strategic Financial Concepts, LLC | History | New | 2,132 | 238 | 0.22% | — | 443 | +2,132 | New | Q4 2025 | Feb 09, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 2,134 | 238 | 0.02% | 0.03% | 444 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sunrise Financial Services, LLC | History | New | 2,128 | 237 | 0.18% | — | 446 | +2,128 | New | Q4 2025 | Feb 11, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 2,124 | 237 | 0.02% | 0.02% | 445 | +4 | 0.19% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,114 | 236 | 0.0% | 0.0% | 447 | +1,932 | 1061.54% | Q4 2025 | Feb 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 2,096 | 234 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 2,082 | 232 | 0.16% | 0.16% | 449 | +11 | 0.53% | Q4 2025 | Jan 27, 2026 |
| GEM Asset Management, LLC | History | Added to | 2,026 | 230 | 0.1% | 0.1% | 450 | +2 | 0.1% | Q4 2025 | Jan 09, 2026 |
| Caprock Group, LLC | History | Added to | 2,043 | 228 | 0.0% | 0.01% | 451 | +58 | 2.92% | Q4 2025 | Jan 28, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 2,040 | 228 | 0.04% | 0.03% | 452 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 2,004 | 224 | 0.0% | 0.0% | 454 | +1,139 | 131.68% | Q4 2025 | Feb 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 2,007 | 224 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 1,995 | 223 | 0.07% | 0.08% | 455 | -275 | -12.11% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,954 | 218 | 0.02% | 0.03% | 456 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,897 | 212 | 0.0% | 0.0% | 457 | -72 | -3.66% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 1,885 | 210 | 0.0% | — | 458 | +1,885 | New | Q4 2025 | Jan 29, 2026 |
| Peak Retirement Planning, Inc. | History | New | 1,865 | 208 | 0.05% | — | 459 | +1,865 | New | Q4 2025 | Feb 10, 2026 |
| Paul R. Ried Financial Group, LLC | History | New | 1,832 | 204 | 0.1% | — | 460 | +1,832 | New | Q4 2025 | Feb 06, 2026 |
| SP Asset Management LLC | History | New | 1,805 | 201 | 0.02% | — | 462 | +1,805 | New | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,800 | 201 | 0.0% | 0.0% | 461 | -54 | -2.91% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,584 | 177 | 0.0% | 0.0% | 463 | +829 | 109.8% | Q4 2025 | Feb 17, 2026 |
| RHL GROUP, LLC | History | New | 1,573 | 175 | 0.14% | — | 465 | +1,573 | New | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,566 | 175 | 0.01% | — | 464 | +1,566 | New | Q4 2025 | Jan 21, 2026 |
| REAP Financial Group, LLC | History | No change | 1,505 | 168 | 0.03% | 0.04% | 466 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,166 | 130 | 0.02% | 0.02% | 467 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,063 | 118 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | No change | 1,046 | 116 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 1,000 | 111 | 0.03% | 0.07% | 471 | -1,275 | -56.04% | Q4 2025 | Jan 15, 2026 |
| Global Wealth Strategies & Associates | History | No change | 996 | 111 | 0.03% | 0.03% | 470 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 925 | 105 | 0.01% | 0.01% | 472 | -243 | -20.8% | Q4 2025 | Jan 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 934 | 104 | 0.0% | 0.0% | 473 | +546 | 140.72% | Q4 2025 | Feb 11, 2026 |
| Intelligent Financial Strategies | History | Reduced | 869 | 97 | 0.05% | 0.05% | 474 | -55 | -5.95% | Q4 2025 | Jan 26, 2026 |
| Asset Dedication, LLC | History | Reduced | 795 | 88 | 0.01% | 0.01% | 475 | -5 | -0.63% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 754 | 84 | 0.0% | 0.0% | 476 | +219 | 40.93% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | No change | 579 | 64 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 574 | 64 | 0.04% | 0.04% | 478 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 500 | 55 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 394 | 44 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 348 | 38 | 0.0% | — | 481 | +348 | New | Q4 2025 | Feb 12, 2026 |
| Monetary Solutions, Ltd | History | New | 345 | 38 | 0.04% | — | 482 | +345 | New | Q4 2025 | Feb 23, 2026 |
| COMERICA BANK | History | Reduced | 323 | 36 | 0.0% | 0.0% | 483 | -499 | -60.71% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | No change | 299 | 34 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Blue Trust, Inc. | History | No change | 297 | 33 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 285 | 31 | 0.03% | 0.03% | 486 | +1 | 0.35% | Q4 2025 | Jan 26, 2026 |
| Spire Wealth Management | History | No change | 269 | 30 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Nemes Rush Group LLC | History | No change | 275 | 30 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 262 | 29 | 0.0% | — | 489 | +262 | New | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 256 | 28 | 0.02% | — | 490 | +256 | New | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 219 | 24 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ATWOOD & PALMER INC | History | No change | 183 | 20 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 161 | 17 | 0.0% | 0.0% | 493 | -932 | -85.27% | Q4 2025 | Jan 30, 2026 |
| Hurley Capital, LLC | History | No change | 153 | 17 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 150 | 16 | 0.01% | 0.0% | 495 | +64 | 74.42% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 137 | 15 | 0.0% | 0.0% | 496 | -175 | -56.09% | Q4 2025 | Feb 06, 2026 |
| Operose Advisors LLC | History | No change | 137 | 15 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | No change | 131 | 14 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIFTH THIRD BANCORP | History | New | 104 | 11 | 0.0% | — | 499 | +104 | New | Q4 2025 | Feb 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 91 | 10 | 0.0% | — | 500 | +91 | New | Q4 2025 | Feb 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 94 | 10 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 81 | 9 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 79 | 8 | 0.0% | — | 504 | +79 | New | Q4 2025 | Feb 09, 2026 |
| Centerpoint Advisors, LLC | History | No change | 75 | 8 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 45 | 5 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 30 | 3 | 0.0% | 0.0% | 506 | -28 | -48.28% | Q4 2025 | Jan 14, 2026 |
| Key FInancial Inc | History | No change | 26 | 2 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Lodestone Wealth Management LLC | History | New | 12 | 1 | 0.0% | — | 510 | +12 | New | Q4 2025 | Jan 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 8 | 1 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Werba Rubin Papier Wealth Management | History | Closed out | 0 | 0 | — | 11.94% | — | -680,282 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.14% | — | -44,158 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -27,399 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Wealth Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -11,416 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,976 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pine Harbor Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -8,836 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,047 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -4,249 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Berman McAleer LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,047 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -3,209 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Stockman Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,705 | -100.0% | Q3 2025 | Oct 16, 2025 |
| GREENLEAF TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -2,260 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Vickerman Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,193 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,719 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,686 | -100.0% | Q3 2025 | Oct 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,062 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.01% | — | -850 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -484 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -473 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Minot DeBlois Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -421 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -349 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FIRST UNITED BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Oct 28, 2025 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | 0.0% | — | -10 | -90.91% | Q4 2025 | Feb 03, 2026 |
| DT Investment Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Russell Investments Group, Ltd. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Addison Advisors LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |