AMERICAN CENTURY ETF TRUST - AVUV
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.
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| 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 | 406,210 | 41,425,939 | 28.75% | — | 1 | +406,210 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 18,844,762 | 1,921,788 | 1.38% | 1.28% | 2 | +2,042,301 | 12.15% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 6,542,029 | 667,156 | 0.76% | 0.98% | 3 | +450,644 | 7.4% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 5,475,239 | 558,364 | 0.15% | 0.15% | 4 | +365,308 | 7.15% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 2,985,056 | 304,416 | 0.02% | 0.02% | 5 | +236,064 | 8.59% | Q4 2025 | Feb 13, 2026 |
| Truepoint, Inc. | History | Added to | 2,847,150 | 290,352 | 6.53% | 6.37% | 6 | +97,375 | 3.54% | Q4 2025 | Feb 11, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 2,844,838 | 290,116 | 13.77% | 13.72% | 7 | +77,141 | 2.79% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,493,211 | 254,257 | 0.02% | 0.02% | 8 | +145,182 | 6.18% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,338,087 | 238,438 | 0.07% | 0.07% | 9 | +29,419 | 1.27% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,313,192 | 235,899 | 0.15% | 0.15% | 10 | +68,260 | 3.04% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,078,029 | 211,848 | 0.05% | 0.04% | 11 | +157,175 | 8.18% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,009,379 | 204,916 | 2.51% | 2.52% | 12 | -231,833 | -10.34% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,383,863 | 141,126 | 0.03% | 0.02% | 13 | +72,001 | 5.49% | Q4 2025 | Feb 13, 2026 |
| Plancorp, LLC | History | Added to | 1,360,184 | 138,711 | 4.19% | 3.93% | 14 | +101,266 | 8.04% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,338,349 | 136,505 | 0.2% | 0.19% | 15 | -39,409 | -2.86% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,318,014 | 134,411 | 0.15% | 0.14% | 16 | +41,282 | 3.23% | Q4 2025 | Feb 06, 2026 |
| Unison Advisors LLC | History | Added to | 1,313,639 | 133,964 | 11.71% | 11.89% | 17 | +4,770 | 0.36% | Q4 2025 | Jan 21, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,312,548 | 133,853 | 1.08% | 1.23% | 18 | +68,644 | 5.52% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,304,026 | 132,984 | 0.04% | 0.04% | 19 | +171,508 | 15.14% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 1,277,426 | 130,271 | 0.02% | 0.02% | 20 | -57,867 | -4.33% | Q4 2025 | Jan 29, 2026 |
| Evensky & Katz LLC | History | Added to | 1,224,966 | 124,922 | 7.05% | 7.0% | 21 | +13,251 | 1.09% | Q4 2025 | Feb 05, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 1,144,995 | 116,766 | 6.44% | 6.14% | 22 | +111,819 | 10.82% | Q4 2025 | Feb 02, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 1,072,724 | 109,396 | 2.83% | 2.88% | 23 | +3,088 | 0.29% | Q4 2025 | Jan 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,014,293 | 103,437 | 0.58% | 0.61% | 24 | +12,717 | 1.27% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 900,720 | 91,855 | 0.12% | 0.13% | 25 | -94,162 | -9.46% | Q4 2025 | Feb 12, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 858,771 | 87,577 | 2.45% | 2.37% | 26 | +27,047 | 3.25% | Q4 2025 | Feb 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 848,616 | 86,541 | 0.01% | 0.0% | 27 | +392,866 | 86.2% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 798,242 | 81,405 | 0.01% | — | 28 | +798,242 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 795,649 | 81,140 | 0.04% | 0.04% | 29 | -667 | -0.08% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Reduced | 766,697 | 78,187 | 0.44% | 0.47% | 30 | -13,591 | -1.74% | Q4 2025 | Feb 10, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 737,326 | 75,192 | 5.18% | 4.98% | 31 | +31,730 | 4.5% | Q4 2025 | Feb 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 727,507 | 74,191 | 0.9% | 1.32% | 32 | -328,629 | -31.12% | Q4 2025 | Jan 21, 2026 |
| Foster Group, Inc. | History | Added to | 727,174 | 74,157 | 2.24% | 2.27% | 33 | +1,355 | 0.19% | Q4 2025 | Jan 12, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 668,662 | 68,190 | 3.75% | 3.9% | 34 | -23,352 | -3.37% | Q4 2025 | Feb 13, 2026 |
| Symmetry Partners, LLC | History | Added to | 662,794 | 67,591 | 4.0% | 1.91% | 35 | +486,600 | 276.17% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Added to | 658,681 | 67,172 | 0.07% | 0.07% | 36 | +44,405 | 7.23% | Q4 2025 | Feb 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 645,547 | 65,832 | 7.43% | 7.46% | 37 | +9,427 | 1.48% | Q4 2025 | Jan 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 639,937 | 65,260 | 0.27% | 0.27% | 38 | +19,405 | 3.13% | Q4 2025 | Feb 17, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 619,836 | 63,210 | 12.25% | 12.31% | 39 | +198 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Krilogy Financial LLC | History | Added to | 572,711 | 62,133 | 2.11% | 2.03% | 40 | +19,206 | 3.47% | Q4 2025 | Jan 27, 2026 |
| PDS Planning, Inc | History | Added to | 601,919 | 61,383 | 4.1% | 4.02% | 41 | +18,520 | 3.17% | Q4 2025 | Jan 26, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 596,453 | 60,826 | 5.84% | — | 42 | +596,453 | New | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 584,971 | 59,655 | 0.21% | 0.21% | 43 | +11,255 | 1.96% | Q4 2025 | Feb 06, 2026 |
| Meredith Wealth Planning | History | Added to | 583,567 | 59,512 | 17.72% | 18.39% | 44 | +488 | 0.08% | Q4 2025 | Jan 16, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 545,726 | 55,653 | 2.57% | 2.69% | 45 | -995 | -0.18% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 506,611 | 51,664 | 0.07% | 0.04% | 46 | +246,116 | 94.48% | Q4 2025 | Mar 09, 2026 |
| Burton Enright Welch | History | Added to | 473,099 | 48,246 | 6.79% | 6.84% | 47 | +17,862 | 3.92% | Q4 2025 | Feb 13, 2026 |
| Marquette Asset Management, LLC | History | Added to | 455,898 | 46,492 | 6.86% | 6.84% | 48 | +6,527 | 1.45% | Q4 2025 | Jan 16, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 453,086 | 46,205 | 0.96% | 0.95% | 49 | +8,229 | 1.85% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 444,918 | 45,372 | 0.49% | 0.5% | 50 | +111,342 | 33.38% | Q4 2025 | Jan 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 441,934 | 45,068 | 0.02% | 0.03% | 51 | +25,538 | 6.13% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 415,787 | 44,135 | 0.06% | 0.06% | 52 | +43,953 | 11.82% | Q4 2025 | Jan 08, 2026 |
| Financial Partners Group, Inc | History | Reduced | 390,424 | 42,661 | 4.93% | 4.88% | 53 | -3,616 | -0.92% | Q4 2025 | Feb 03, 2026 |
| AlphaCore Capital LLC | History | Added to | 411,300 | 41,944 | 0.94% | 1.38% | 54 | +622 | 0.15% | Q4 2025 | Feb 05, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 407,037 | 41,509 | 19.29% | 18.88% | 55 | +37,262 | 10.08% | Q4 2025 | Jan 26, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 400,284 | 40,820 | 2.48% | 2.55% | 56 | -9,616 | -2.35% | Q4 2025 | Jan 26, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 396,604 | 40,445 | 3.41% | 3.35% | 57 | +8,152 | 2.1% | Q4 2025 | Jan 26, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 394,769 | 40,258 | 0.72% | 0.72% | 58 | +33,697 | 9.33% | Q4 2025 | Jan 16, 2026 |
| COMERICA BANK | History | Reduced | 391,724 | 39,948 | 0.16% | 0.22% | 59 | -204,074 | -34.25% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Reduced | 390,422 | 39,815 | 0.05% | 0.06% | 60 | -61,325 | -13.58% | Q4 2025 | Feb 13, 2026 |
| Team Hewins, LLC | History | Added to | 389,787 | 39,750 | 12.81% | 12.59% | 61 | +15,107 | 4.03% | Q4 2025 | Jan 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 389,628 | 39,734 | 0.13% | 0.12% | 62 | +3,352 | 0.87% | Q4 2025 | Feb 02, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 372,077 | 37,944 | 7.69% | 6.25% | 63 | +92,069 | 32.88% | Q4 2025 | Jan 09, 2026 |
| HB Wealth Management, LLC | History | Reduced | 365,486 | 37,272 | 0.24% | 0.25% | 64 | -9,390 | -2.5% | Q4 2025 | Jan 28, 2026 |
| BWM Planning, LLC | History | Added to | 342,003 | 34,877 | 9.32% | 9.11% | 65 | +34,241 | 11.13% | Q4 2025 | Jan 14, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 340,686 | 34,743 | 5.79% | 5.76% | 66 | +2,349 | 0.69% | Q4 2025 | Jan 15, 2026 |
| CWM, LLC | History | Added to | 337,661 | 34,435 | 0.09% | 0.08% | 67 | +84,556 | 33.41% | Q4 2025 | Jan 26, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 334,624 | 34,124 | 1.67% | 3.05% | 68 | -271,038 | -44.75% | Q4 2025 | Jan 07, 2026 |
| Three Arch Wealth Management LLC | History | New | 333,821 | 34,043 | 6.38% | — | 69 | +333,821 | New | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 333,389 | 33,999 | 0.67% | 0.65% | 70 | +17,804 | 5.64% | Q4 2025 | Jan 14, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 327,195 | 33,367 | 11.94% | 11.5% | 71 | -3,498 | -1.06% | Q4 2025 | Jan 16, 2026 |
| Glenview Trust Co | History | Reduced | 323,830 | 33,024 | 0.51% | 0.51% | 72 | -172 | -0.05% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Added to | 323,673 | 33,008 | 0.19% | 0.19% | 73 | +12,309 | 3.95% | Q4 2025 | Feb 13, 2026 |
| Greenline Partners, LLC | History | Added to | 318,160 | 32,445 | 3.71% | 3.52% | 74 | +27,363 | 9.41% | Q4 2025 | Feb 17, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | Added to | 312,358 | 31,854 | 22.59% | 22.52% | 75 | +54 | 0.02% | Q4 2025 | Jan 12, 2026 |
| High Probability Advisors, LLC | History | Added to | 310,636 | 31,678 | 4.22% | 4.16% | 76 | +6,067 | 1.99% | Q4 2025 | Jan 29, 2026 |
| ENZI WEALTH | History | Added to | 290,686 | 31,272 | 11.03% | 1.9% | 77 | +234,916 | 421.22% | Q4 2025 | Jan 15, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 306,475 | 31,254 | 2.31% | 2.66% | 78 | +7,692 | 2.57% | Q4 2025 | Jan 28, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 304,678 | 31,071 | 11.89% | 11.55% | 79 | +17,023 | 5.92% | Q4 2025 | Jan 30, 2026 |
| Bare Financial Services, Inc | History | Added to | 303,644 | 30,965 | 8.61% | 8.76% | 80 | +8,811 | 2.99% | Q4 2025 | Feb 06, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 300,713 | 30,666 | 9.25% | 9.28% | 81 | +9,082 | 3.11% | Q4 2025 | Jan 23, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 299,365 | 30,529 | 12.58% | 10.01% | 82 | -2,109 | -0.7% | Q4 2025 | Jan 28, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 292,763 | 29,856 | 0.93% | 0.97% | 83 | -10,075 | -3.33% | Q4 2025 | Jan 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 291,839 | 29,761 | 0.02% | 0.02% | 84 | +51,299 | 21.33% | Q4 2025 | Feb 17, 2026 |
| McMill Wealth Management | History | Added to | 282,097 | 28,768 | 8.09% | 7.4% | 85 | +21,246 | 8.14% | Q4 2025 | Feb 23, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 278,082 | 28,675 | 4.54% | 4.06% | 86 | +33,325 | 13.62% | Q4 2025 | Jan 08, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 279,903 | 28,544 | 12.55% | 12.42% | 87 | +10,917 | 4.06% | Q4 2025 | Jan 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 274,742 | 28,018 | 0.35% | 0.35% | 88 | +1,852 | 0.68% | Q4 2025 | Jan 29, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 274,313 | 27,974 | 1.24% | 1.24% | 89 | +6,085 | 2.27% | Q4 2025 | Jan 22, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 273,401 | 27,881 | 0.48% | 0.47% | 90 | +5,984 | 2.24% | Q4 2025 | Jan 22, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Reduced | 271,024 | 27,639 | 12.87% | 13.6% | 91 | -3,681 | -1.34% | Q4 2025 | Jan 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 268,525 | 27,384 | 0.07% | 0.09% | 92 | -47,636 | -15.07% | Q4 2025 | Feb 05, 2026 |
| SNS Financial Group, LLC | History | Reduced | 268,025 | 27,333 | 2.35% | 2.36% | 93 | -4,497 | -1.65% | Q4 2025 | Feb 02, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 262,951 | 26,815 | 3.96% | 3.99% | 94 | +1,818 | 0.7% | Q4 2025 | Feb 03, 2026 |
| Hill Investment Group Partners, LLC | History | Added to | 253,668 | 25,869 | 3.08% | 2.94% | 95 | +11,188 | 4.61% | Q4 2025 | Feb 17, 2026 |
| Falcon Wealth Planning | History | Added to | 251,951 | 25,693 | 2.16% | 2.19% | 96 | +6,756 | 2.76% | Q4 2025 | Feb 03, 2026 |
| Quent Capital, LLC | History | Added to | 251,266 | 25,624 | 1.85% | 1.92% | 97 | +21,525 | 9.37% | Q4 2025 | Jan 29, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 247,677 | 25,258 | 14.32% | 14.26% | 98 | +8,854 | 3.71% | Q4 2025 | Jan 13, 2026 |
| Pathstone Holdings, LLC | History | New | 246,104 | 25,097 | 0.1% | — | 99 | +246,104 | New | Q4 2025 | Feb 13, 2026 |
| Fonville Wealth Management LLC | History | Added to | 243,354 | 24,817 | 5.07% | 4.9% | 100 | +24,740 | 11.32% | Q4 2025 | Jan 23, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 238,465 | 24,318 | 4.54% | 4.52% | 101 | +12,319 | 5.45% | Q4 2025 | Jan 30, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 233,971 | 23,860 | 5.02% | 5.08% | 102 | +12,179 | 5.49% | Q4 2025 | Feb 03, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 219,548 | 23,818 | 0.59% | 0.58% | 103 | -3,132 | -1.41% | Q4 2025 | Jan 28, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 228,720 | 23,324 | 3.52% | 3.4% | 104 | +12,147 | 5.61% | Q4 2025 | Jan 13, 2026 |
| Harbor Group, Inc. | History | Reduced | 228,392 | 23,291 | 3.49% | 3.85% | 105 | -14,973 | -6.15% | Q4 2025 | Jan 12, 2026 |
| Atria Investments, Inc | History | Reduced | 227,367 | 23,186 | 0.26% | 0.27% | 106 | -11,227 | -4.71% | Q4 2025 | Feb 05, 2026 |
| COWA, LLC | History | Added to | 228,831 | 23,119 | 7.03% | 7.29% | 107 | +8,031 | 3.64% | Q4 2025 | Feb 12, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 226,400 | 23,088 | 6.12% | 6.76% | 108 | -2,179 | -0.95% | Q4 2025 | Jan 12, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 225,449 | 22,991 | 6.26% | 6.05% | 109 | +13,502 | 6.37% | Q4 2025 | Jan 28, 2026 |
| Wealth Architects, LLC | History | Added to | 223,102 | 22,751 | 2.05% | 1.88% | 110 | +23,410 | 11.72% | Q4 2025 | Feb 17, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Added to | 221,085 | 22,546 | 4.22% | 3.57% | 111 | +3,250 | 1.49% | Q4 2025 | Feb 12, 2026 |
| Tarbox Family Office, Inc. | History | Added to | 218,999 | 22,333 | 3.59% | 3.05% | 112 | +10,294 | 4.93% | Q4 2025 | Jan 21, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 218,518 | 22,284 | 8.7% | 9.18% | 113 | +1,541 | 0.71% | Q4 2025 | Feb 02, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 208,549 | 22,137 | 3.27% | 3.31% | 114 | +103,292 | 98.13% | Q4 2025 | Jan 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 215,845 | 22,011 | 0.05% | 0.05% | 115 | +13,962 | 6.92% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 213,024 | 21,724 | 6.36% | 4.96% | 116 | +53,718 | 33.72% | Q4 2025 | Feb 13, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 209,811 | 21,396 | 2.67% | 2.56% | 117 | +7,275 | 3.59% | Q4 2025 | Feb 06, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 204,939 | 20,899 | 10.05% | 9.5% | 118 | +12,269 | 6.37% | Q4 2025 | Jan 14, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 203,303 | 20,732 | 3.78% | 3.79% | 119 | +853 | 0.42% | Q4 2025 | Jan 26, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 202,107 | 20,610 | 10.31% | 10.19% | 120 | +16,021 | 8.61% | Q4 2025 | Jan 20, 2026 |
| WJ Interests, LLC | History | Reduced | 199,985 | 20,394 | 8.77% | 8.55% | 121 | -12,696 | -5.97% | Q4 2025 | Jan 26, 2026 |
| Heritage Financial Services, LLC | History | Added to | 195,964 | 19,984 | 1.67% | 1.61% | 122 | +16,007 | 8.89% | Q4 2025 | Feb 02, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 194,539 | 19,839 | 0.36% | 0.4% | 123 | -10,252 | -5.01% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 194,456 | 19,831 | 0.17% | 0.13% | 124 | +24,665 | 14.53% | Q4 2025 | Jan 05, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 194,047 | 19,788 | 5.49% | 5.43% | 125 | +3,947 | 2.08% | Q4 2025 | Jan 23, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 193,051 | 19,687 | 0.55% | 1.17% | 126 | +6,276 | 3.36% | Q4 2025 | Feb 10, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 192,925 | 19,674 | 0.64% | 0.69% | 127 | +3,065 | 1.61% | Q4 2025 | Feb 17, 2026 |
| Flagstone Financial Management | History | Added to | 191,469 | 19,526 | 5.01% | 5.01% | 128 | +804 | 0.42% | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 189,274 | 19,303 | 0.02% | 0.01% | 129 | +33,087 | 21.18% | Q4 2025 | Feb 13, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 187,462 | 19,117 | 10.22% | 10.01% | 130 | +6,370 | 3.52% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 187,213 | 19,092 | 1.05% | 1.03% | 131 | +4,567 | 2.5% | Q4 2025 | Feb 10, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 183,941 | 18,758 | 1.81% | 1.79% | 132 | +6,526 | 3.68% | Q4 2025 | Feb 06, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 182,721 | 18,633 | 6.99% | 7.17% | 133 | +6,010 | 3.4% | Q4 2025 | Feb 09, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 179,990 | 18,355 | 2.89% | 2.82% | 134 | +7,863 | 4.57% | Q4 2025 | Jan 14, 2026 |
| Drake & Associates, LLC | History | Added to | 179,825 | 18,338 | 3.65% | 3.33% | 135 | +17,195 | 10.57% | Q4 2025 | Feb 23, 2026 |
| BFSG, LLC | History | Added to | 179,568 | 18,312 | 1.78% | 1.69% | 136 | +3,808 | 2.17% | Q4 2025 | Jan 22, 2026 |
| MB Generational Wealth, LLC | History | Added to | 176,849 | 18,035 | 9.55% | 10.79% | 137 | +6,135 | 3.59% | Q4 2025 | Feb 10, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 175,425 | 17,889 | 0.55% | 0.53% | 138 | +5,900 | 3.48% | Q4 2025 | Jan 21, 2026 |
| Betterment LLC | History | Reduced | 175,362 | 17,883 | 0.03% | 0.04% | 139 | -8,261 | -4.5% | Q4 2025 | Feb 12, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 175,077 | 17,854 | 0.66% | 0.58% | 140 | +19,725 | 12.7% | Q4 2025 | Jan 12, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 174,902 | 17,836 | 5.16% | 5.17% | 141 | +1,407 | 0.81% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 173,592 | 17,702 | 0.13% | 0.07% | 142 | +81,318 | 88.13% | Q4 2025 | Feb 12, 2026 |
| Family Investment Center, Inc. | History | Reduced | 171,786 | 17,518 | 3.54% | 3.58% | 143 | -1,455 | -0.84% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 171,602 | 17,499 | 0.07% | 0.07% | 144 | +27,859 | 19.38% | Q4 2025 | Feb 13, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 168,418 | 17,175 | 2.55% | 2.59% | 145 | +1,232 | 0.74% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 167,246 | 17,055 | 0.06% | 0.07% | 146 | +20,274 | 13.79% | Q4 2025 | Feb 18, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 163,888 | 16,865 | 0.64% | 0.0% | 147 | +163,714 | 94088.51% | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | Added to | 164,133 | 16,738 | 0.62% | 0.56% | 148 | +26,379 | 19.15% | Q4 2025 | Feb 10, 2026 |
| ABLE Financial Group, LLC | History | Added to | 164,116 | 16,736 | 3.4% | 3.32% | 149 | +10,028 | 6.51% | Q4 2025 | Jan 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 161,230 | 16,442 | 0.03% | 0.03% | 150 | +1,004 | 0.63% | Q4 2025 | Feb 13, 2026 |
| STOLZ & ASSOCIATES, PS | History | New | 161,143 | 16,433 | 12.68% | — | 151 | +161,143 | New | Q4 2025 | Feb 06, 2026 |
| LIBRA WEALTH LLC | History | Added to | 160,720 | 16,390 | 4.59% | 4.01% | 152 | +26,379 | 19.64% | Q4 2025 | Jan 28, 2026 |
| BetterWealth, LLC | History | Added to | 160,295 | 16,346 | 3.73% | 3.59% | 153 | +8,984 | 5.94% | Q4 2025 | Jan 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 158,730 | 16,187 | 3.06% | 3.03% | 154 | +1,374 | 0.87% | Q4 2025 | Jan 30, 2026 |
| Invariant Investment Management | History | New | 150,480 | 16,151 | 10.34% | — | 155 | +150,480 | New | Q4 2025 | Jan 26, 2026 |
| Wallington Asset Management, LLC | History | Added to | 157,130 | 16,024 | 2.03% | 2.02% | 156 | +886 | 0.57% | Q4 2025 | Jan 14, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 157,087 | 16,019 | 2.29% | 2.2% | 157 | +7,058 | 4.7% | Q4 2025 | Jan 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 157,056 | 16,016 | 0.08% | 0.11% | 158 | -74,488 | -32.17% | Q4 2025 | Feb 17, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 156,845 | 15,995 | 1.8% | 1.76% | 159 | +11,562 | 7.96% | Q4 2025 | Jan 12, 2026 |
| Apella Capital, LLC | History | Added to | 156,177 | 15,926 | 0.31% | 0.34% | 160 | +1,090 | 0.7% | Q4 2025 | Jan 21, 2026 |
| Opus Capital Group, LLC | History | Added to | 156,127 | 15,922 | 1.72% | 1.7% | 161 | +4,322 | 2.85% | Q4 2025 | Jan 30, 2026 |
| Avondale Wealth Management | History | Added to | 155,241 | 15,831 | 8.14% | 7.75% | 162 | +9,002 | 6.16% | Q4 2025 | Feb 17, 2026 |
| Peak Asset Management, LLC | History | Added to | 155,150 | 15,822 | 2.69% | 2.65% | 163 | +2,775 | 1.82% | Q4 2025 | Feb 05, 2026 |
| Apeiron RIA LLC | History | Added to | 141,911 | 15,715 | 3.19% | 3.02% | 164 | +4,488 | 3.27% | Q4 2025 | Feb 03, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 153,959 | 15,700 | 2.87% | 2.74% | 165 | +2,605 | 1.72% | Q4 2025 | Feb 17, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 153,860 | 15,690 | 4.78% | 4.77% | 166 | +3,161 | 2.1% | Q4 2025 | Jan 16, 2026 |
| REAP Financial Group, LLC | History | Added to | 153,081 | 15,611 | 3.17% | 3.06% | 167 | +11,661 | 8.25% | Q4 2025 | Feb 10, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 148,781 | 15,172 | 5.96% | 6.23% | 168 | +4,387 | 3.04% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 146,058 | 14,894 | 0.03% | 0.02% | 169 | +27,433 | 23.13% | Q4 2025 | Mar 16, 2026 |
| Stephens Consulting, LLC | History | Reduced | 145,109 | 14,798 | 4.78% | 4.99% | 170 | -1,413 | -0.96% | Q4 2025 | Jan 13, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 141,818 | 14,462 | 11.61% | — | 171 | +141,818 | New | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 142,731 | 14,453 | 0.08% | 0.05% | 172 | +58,560 | 69.57% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 141,692 | 14,449 | 0.18% | 0.18% | 173 | -3,073 | -2.12% | Q4 2025 | Feb 05, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 141,639 | 14,444 | 11.39% | 11.24% | 174 | +7,863 | 5.88% | Q4 2025 | Feb 09, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 140,589 | 14,337 | 1.37% | 1.32% | 175 | +2,558 | 1.85% | Q4 2025 | Jan 29, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Added to | 138,486 | 14,122 | 2.15% | 2.09% | 176 | +3,682 | 2.73% | Q4 2025 | Feb 12, 2026 |
| O'Connor Financial Group LLC | History | Added to | 129,510 | 14,050 | 5.6% | 5.37% | 177 | +887 | 0.69% | Q4 2025 | Jan 26, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 136,391 | 13,909 | 2.94% | 2.93% | 178 | +1,427 | 1.06% | Q4 2025 | Jan 14, 2026 |
| Certified Advisory Corp | History | Added to | 136,364 | 13,906 | 1.27% | 1.11% | 179 | +18,470 | 15.67% | Q4 2025 | Jan 12, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 135,386 | 13,806 | 1.97% | 3.68% | 180 | -131,475 | -49.27% | Q4 2025 | Jan 23, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 134,340 | 13,699 | 1.61% | 1.56% | 181 | +3,462 | 2.65% | Q4 2025 | Jan 20, 2026 |
| Simplicity Wealth,LLC | History | Added to | 133,219 | 13,585 | 0.81% | 0.72% | 182 | +7,684 | 6.12% | Q4 2025 | Jan 30, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 132,820 | 13,545 | 4.15% | 4.51% | 183 | -8,414 | -5.96% | Q4 2025 | Jan 20, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 130,988 | 13,456 | 1.81% | 2.44% | 184 | -70,135 | -34.87% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 128,736 | 13,128 | 0.01% | 0.01% | 185 | +11,653 | 9.95% | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | Added to | 128,170 | 13,070 | 1.21% | 1.22% | 186 | +9,227 | 7.76% | Q4 2025 | Feb 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 127,326 | 12,984 | 0.15% | 0.16% | 187 | +34,928 | 37.8% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 127,183 | 12,970 | 0.0% | 0.0% | 188 | +6,880 | 5.72% | Q4 2025 | Feb 12, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 126,819 | 12,933 | 1.8% | 1.79% | 189 | -2,887 | -2.23% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 126,734 | 12,924 | 0.05% | — | 190 | +126,734 | New | Q4 2025 | Feb 05, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 125,944 | 12,843 | 1.77% | 1.65% | 191 | +1,748 | 1.41% | Q4 2025 | Jan 20, 2026 |
| Objectivity Squared, LLC | History | Added to | 125,921 | 12,841 | 7.18% | 7.29% | 192 | +3,091 | 2.52% | Q4 2025 | Feb 02, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 124,779 | 12,724 | 1.46% | 1.47% | 193 | -643 | -0.51% | Q4 2025 | Jan 02, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 123,468 | 12,591 | 2.89% | 2.92% | 194 | +1,341 | 1.1% | Q4 2025 | Jan 06, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 122,308 | 12,472 | 0.81% | 0.81% | 195 | +2,488 | 2.08% | Q4 2025 | Feb 18, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 120,500 | 12,400 | 0.84% | 0.87% | 196 | +4,332 | 3.73% | Q4 2025 | Jan 15, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 120,163 | 12,254 | 10.27% | — | 197 | +120,163 | New | Q4 2025 | Feb 05, 2026 |
| Dakota Wealth Management | History | Added to | 120,128 | 12,250 | 0.22% | 0.15% | 198 | +43,920 | 57.63% | Q4 2025 | Jan 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 119,638 | 12,200 | 0.01% | 0.01% | 199 | +48,454 | 68.07% | Q4 2025 | Feb 13, 2026 |
| Platform Wealth Management, LLC | History | New | 119,537 | 12,190 | 3.24% | — | 200 | +119,537 | New | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Reduced | 119,275 | 12,163 | 0.17% | 0.18% | 201 | -652 | -0.54% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | Added to | 118,833 | 12,118 | 0.54% | 0.54% | 202 | +1,383 | 1.18% | Q4 2025 | Jan 22, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 118,231 | 12,057 | 2.43% | 2.37% | 203 | +1,107 | 0.95% | Q4 2025 | Jan 07, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 114,775 | 11,704 | 3.13% | 3.06% | 204 | +3,160 | 2.83% | Q4 2025 | Jan 23, 2026 |
| NWAM LLC | History | Reduced | 113,569 | 11,692 | 0.65% | 0.66% | 205 | -9,435 | -7.67% | Q4 2025 | Feb 04, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 114,585 | 11,685 | 6.8% | 6.93% | 206 | +11,664 | 11.33% | Q4 2025 | Feb 05, 2026 |
| Lutz Financial Services LLC | History | Added to | 114,577 | 11,684 | 0.79% | 0.71% | 207 | +16,099 | 16.35% | Q4 2025 | Feb 06, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 114,549 | 11,681 | 3.77% | 1.17% | 208 | +42,976 | 60.04% | Q4 2025 | Jan 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 114,421 | 11,668 | 0.24% | 0.23% | 209 | +13,765 | 13.68% | Q4 2025 | Feb 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 113,112 | 11,535 | 0.02% | 0.01% | 210 | +24,170 | 27.18% | Q4 2025 | Feb 18, 2026 |
| Bowman & Co S.C. | History | Reduced | 112,904 | 11,514 | 4.85% | 5.1% | 211 | -8,655 | -7.12% | Q4 2025 | Jan 23, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 112,880 | 11,511 | 0.03% | 0.04% | 212 | -42,501 | -27.35% | Q4 2025 | Feb 11, 2026 |
| Midwest Financial Group LLC | History | Added to | 112,787 | 11,502 | 5.08% | 5.24% | 213 | +2,354 | 2.13% | Q4 2025 | Jan 20, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 112,598 | 11,482 | 4.71% | 4.67% | 214 | +3,392 | 3.11% | Q4 2025 | Jan 29, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 112,536 | 11,476 | 1.23% | 1.17% | 215 | +7,148 | 6.78% | Q4 2025 | Jan 28, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 112,427 | 11,465 | 5.31% | 5.11% | 216 | +6,764 | 6.4% | Q4 2025 | Jan 23, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 112,302 | 11,452 | 3.35% | 3.34% | 217 | -737 | -0.65% | Q4 2025 | Feb 09, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 111,191 | 11,380 | 3.1% | 3.0% | 218 | +6,424 | 6.13% | Q4 2025 | Jan 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 111,407 | 11,361 | 0.08% | 0.07% | 219 | +30,971 | 38.5% | Q4 2025 | Feb 18, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 111,084 | 11,328 | 3.06% | 3.26% | 220 | +382 | 0.35% | Q4 2025 | Feb 09, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 105,527 | 11,295 | 0.53% | 0.55% | 221 | +7,712 | 7.88% | Q4 2025 | Feb 03, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 104,736 | 11,222 | 6.74% | 6.54% | 222 | +3,263 | 3.22% | Q4 2025 | Jan 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 109,568 | 11,173 | 0.23% | 0.22% | 223 | -993 | -0.9% | Q4 2025 | Feb 17, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 109,484 | 11,165 | 2.41% | 2.42% | 224 | +4,235 | 4.02% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 108,529 | 11,067 | 0.06% | 0.06% | 225 | +788 | 0.73% | Q4 2025 | Feb 12, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 106,527 | 10,863 | 4.72% | 4.58% | 226 | +3,830 | 3.73% | Q4 2025 | Jan 14, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 106,387 | 10,849 | 1.86% | 1.67% | 227 | +2,563 | 2.47% | Q4 2025 | Feb 13, 2026 |
| L2 Asset Management, LLC | History | Added to | 105,791 | 10,788 | 1.44% | 0.98% | 228 | +38,049 | 56.17% | Q4 2025 | Feb 17, 2026 |
| Stokes Family Office, LLC | History | Reduced | 105,793 | 10,788 | 0.99% | 1.0% | 229 | -508 | -0.48% | Q4 2025 | Feb 18, 2026 |
| Merit Financial Group, LLC | History | Added to | 105,225 | 10,730 | 0.09% | 0.01% | 230 | +90,028 | 592.41% | Q4 2025 | Jan 26, 2026 |
| Burk Holdings LLC | History | Added to | 103,828 | 10,588 | 5.05% | 5.02% | 231 | +9,295 | 9.83% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 103,513 | 10,556 | 0.1% | 0.12% | 232 | -17,452 | -14.43% | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 102,809 | 10,484 | 0.28% | 0.28% | 233 | +1,635 | 1.62% | Q4 2025 | Feb 13, 2026 |
| Waterfront Wealth Inc. | History | Added to | 95,620 | 10,394 | 1.97% | 1.83% | 234 | +4,684 | 5.15% | Q4 2025 | Jan 27, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 101,419 | 10,342 | 7.59% | — | 235 | +101,419 | New | Q4 2025 | Jan 28, 2026 |
| Venture Visionary Partners LLC | History | Added to | 100,430 | 10,241 | 0.33% | 0.33% | 236 | +2,748 | 2.81% | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | Added to | 99,472 | 10,144 | 4.15% | 4.31% | 237 | +5,152 | 5.46% | Q4 2025 | Jan 27, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 98,672 | 10,062 | 3.32% | 3.25% | 239 | +3,901 | 4.12% | Q4 2025 | Feb 05, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 98,672 | 10,062 | 4.05% | 4.01% | 238 | -3,486 | -3.41% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 97,825 | 9,976 | 0.46% | 0.45% | 240 | +654 | 0.67% | Q4 2025 | Feb 13, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 97,045 | 9,896 | 1.63% | 1.76% | 241 | -90 | -0.09% | Q4 2025 | Feb 04, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 96,257 | 9,816 | 0.44% | 0.44% | 242 | +6,777 | 7.57% | Q4 2025 | Feb 10, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 94,836 | 9,671 | 2.04% | 2.03% | 243 | +1,042 | 1.11% | Q4 2025 | Jan 30, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 94,783 | 9,665 | 1.4% | 1.39% | 244 | +1,476 | 1.58% | Q4 2025 | Jan 27, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 98,306 | 9,614 | 1.0% | 0.79% | 245 | +26,024 | 36.0% | Q4 2025 | Feb 12, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 93,328 | 9,517 | 1.97% | 1.91% | 246 | +2,739 | 3.02% | Q4 2025 | Feb 09, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 92,972 | 9,481 | 1.37% | 1.47% | 247 | -3,086 | -3.21% | Q4 2025 | Jan 23, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 92,727 | 9,456 | 3.33% | 3.51% | 248 | +5,592 | 6.42% | Q4 2025 | Feb 09, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 92,703 | 9,453 | 2.55% | 2.49% | 249 | +1,256 | 1.37% | Q4 2025 | Feb 02, 2026 |
| Compound Planning, Inc. | History | Added to | 92,176 | 9,400 | 0.28% | 0.27% | 250 | +9,066 | 10.91% | Q4 2025 | Feb 19, 2026 |
| BSW Wealth Partners | History | Reduced | 91,786 | 9,360 | 1.12% | 1.17% | 251 | -2,309 | -2.45% | Q4 2025 | Jan 23, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 91,598 | 9,341 | 1.04% | 1.19% | 252 | +3,050 | 3.44% | Q4 2025 | Feb 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 91,468 | 9,327 | 0.99% | 0.16% | 253 | +76,619 | 515.99% | Q4 2025 | Feb 18, 2026 |
| True Wealth Design, LLC | History | Reduced | 90,754 | 9,255 | 2.71% | 2.77% | 254 | -353 | -0.39% | Q4 2025 | Jan 08, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 90,529 | 9,232 | 0.73% | 0.71% | 255 | +5,012 | 5.86% | Q4 2025 | Feb 04, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 90,365 | 9,215 | 3.32% | 3.44% | 256 | -1,973 | -2.14% | Q4 2025 | Jan 14, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 90,210 | 9,199 | 7.65% | — | 257 | +90,210 | New | Q4 2025 | Feb 06, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Reduced | 89,825 | 9,160 | 2.07% | 2.25% | 258 | -2,417 | -2.62% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 89,384 | 9,115 | 0.05% | — | 259 | +89,384 | New | Q4 2025 | Feb 18, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 89,123 | 9,089 | 0.48% | 0.44% | 260 | +7,025 | 8.56% | Q4 2025 | Jan 15, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 88,765 | 9,052 | 1.21% | 1.2% | 261 | +841 | 0.96% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 88,224 | 8,997 | 0.11% | 0.07% | 262 | +7,747 | 9.63% | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | Added to | 87,375 | 8,910 | 1.16% | 1.14% | 263 | +4,614 | 5.58% | Q4 2025 | Jan 29, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 86,126 | 8,783 | 1.52% | 1.5% | 264 | +3,071 | 3.7% | Q4 2025 | Jan 29, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 85,247 | 8,693 | 0.95% | 0.83% | 265 | +12,288 | 16.84% | Q4 2025 | Feb 18, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 85,066 | 8,675 | 3.43% | 3.57% | 266 | +4,635 | 5.76% | Q4 2025 | Feb 02, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 84,526 | 8,619 | 0.51% | 0.75% | 267 | -88,672 | -51.2% | Q4 2025 | Jan 30, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 84,421 | 8,609 | 5.03% | 6.77% | 268 | -32,169 | -27.59% | Q4 2025 | Jan 22, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 84,317 | 8,598 | 3.78% | 3.37% | 269 | +9,815 | 13.17% | Q4 2025 | Feb 04, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 83,120 | 8,476 | 6.12% | 6.18% | 270 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 81,643 | 8,325 | 0.27% | 0.25% | 271 | +6,708 | 8.95% | Q4 2025 | Jan 12, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 81,208 | 8,281 | 4.75% | 4.75% | 272 | +2,600 | 3.31% | Q4 2025 | Feb 10, 2026 |
| Navalign, LLC | History | Reduced | 80,609 | 8,220 | 2.02% | 2.13% | 273 | -450 | -0.56% | Q4 2025 | Feb 05, 2026 |
| Wedmont Private Capital | History | Added to | 78,125 | 8,216 | 0.29% | 0.28% | 274 | +1,780 | 2.33% | Q4 2025 | Jan 08, 2026 |
| Cooper Financial Group | History | Added to | 80,080 | 8,166 | 0.87% | 0.87% | 275 | +1,042 | 1.32% | Q4 2025 | Jan 08, 2026 |
| KPP Advisory Services LLC | History | Added to | 79,567 | 8,114 | 1.18% | 1.07% | 276 | +6,684 | 9.17% | Q4 2025 | Feb 02, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 79,159 | 8,072 | 4.94% | 4.72% | 277 | +3,727 | 4.94% | Q4 2025 | Feb 18, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 79,124 | 8,069 | 4.17% | 4.13% | 278 | +4,659 | 6.26% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 78,853 | 8,041 | 0.17% | 0.17% | 279 | +2,624 | 3.44% | Q4 2025 | Feb 02, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 77,925 | 7,946 | 4.56% | 4.75% | 280 | -4,200 | -5.11% | Q4 2025 | Feb 11, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 77,716 | 7,925 | 1.48% | 1.44% | 281 | +588 | 0.76% | Q4 2025 | Jan 26, 2026 |
| Greenspring Advisors, LLC | History | Added to | 77,553 | 7,908 | 0.49% | 0.51% | 282 | +48,568 | 167.56% | Q4 2025 | Feb 10, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 77,344 | 7,887 | 0.26% | 0.15% | 283 | +31,786 | 69.77% | Q4 2025 | Feb 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 77,230 | 7,875 | 0.77% | 0.78% | 284 | -1,669 | -2.12% | Q4 2025 | Jan 29, 2026 |
| Wilkerson Advisory Group LLC | History | New | 76,852 | 7,837 | 2.76% | — | 285 | +76,852 | New | Q4 2025 | Feb 13, 2026 |
| IAM Advisory, LLC | History | Added to | 76,843 | 7,836 | 1.74% | 1.71% | 286 | +287 | 0.37% | Q4 2025 | Jan 07, 2026 |
| Planned Solutions, Inc. | History | Added to | 76,637 | 7,815 | 2.51% | 2.32% | 287 | +8,966 | 13.25% | Q4 2025 | Jan 28, 2026 |
| Advisor OS, LLC | History | Reduced | 76,189 | 7,769 | 0.63% | 0.7% | 288 | -4,797 | -5.92% | Q4 2025 | Feb 04, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 76,179 | 7,768 | 0.97% | 1.05% | 289 | -3,868 | -4.83% | Q4 2025 | Feb 06, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 75,994 | 7,749 | 3.16% | 3.24% | 290 | -8 | -0.01% | Q4 2025 | Jan 08, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 75,933 | 7,743 | 1.71% | 1.5% | 291 | +10,860 | 16.69% | Q4 2025 | Feb 04, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 75,184 | 7,667 | 0.79% | 1.12% | 292 | -34,234 | -31.29% | Q4 2025 | Jan 26, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 74,953 | 7,643 | 3.24% | 2.96% | 293 | +6,844 | 10.05% | Q4 2025 | Jan 12, 2026 |
| Prosperity Planning, Inc. | History | Added to | 74,696 | 7,617 | 1.99% | 1.91% | 294 | +3,651 | 5.14% | Q4 2025 | Jan 14, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 74,590 | 7,606 | 3.6% | 3.54% | 295 | +4,088 | 5.8% | Q4 2025 | Jan 29, 2026 |
| NCM Capital Management, LLC | History | Added to | 74,550 | 7,602 | 2.82% | 2.79% | 296 | +2,204 | 3.05% | Q4 2025 | Mar 02, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 73,701 | 7,516 | 2.25% | 2.25% | 297 | +1,165 | 1.61% | Q4 2025 | Jan 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 72,876 | 7,432 | 0.02% | 0.02% | 298 | +5,495 | 8.16% | Q4 2025 | Feb 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 72,665 | 7,410 | 0.09% | 0.06% | 299 | +27,897 | 62.31% | Q4 2025 | Feb 10, 2026 |
| Del-Sette Capital Management, LLC | History | Added to | 72,631 | 7,406 | 4.57% | 3.61% | 300 | +14,301 | 24.52% | Q4 2025 | Feb 02, 2026 |
| Yardley Wealth Management LLC | History | Added to | 72,496 | 7,393 | 3.93% | 3.9% | 301 | +2,313 | 3.3% | Q4 2025 | Feb 05, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 72,066 | 7,349 | 0.02% | 0.02% | 302 | -3 | -0.0% | Q4 2025 | Jan 30, 2026 |
| Torren Management, LLC | History | New | 71,842 | 7,326 | 3.74% | — | 304 | +71,842 | New | Q4 2025 | Jan 30, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 71,843 | 7,326 | 2.21% | 2.17% | 303 | +2,089 | 2.99% | Q4 2025 | Jan 22, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 70,754 | 7,215 | 0.63% | 0.62% | 305 | +1,279 | 1.84% | Q4 2025 | Feb 06, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 69,970 | 7,135 | 0.0% | — | 306 | +69,970 | New | Q4 2025 | Feb 17, 2026 |
| SPWM Advisors LLC | History | New | 69,696 | 7,107 | 6.75% | — | 307 | +69,696 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 69,622 | 7,100 | 0.45% | 0.43% | 308 | +4,933 | 7.63% | Q4 2025 | Feb 06, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 69,279 | 7,065 | 0.04% | 0.05% | 309 | -5,629 | -7.51% | Q4 2025 | Feb 17, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 68,456 | 6,981 | 2.07% | 2.07% | 310 | -284 | -0.41% | Q4 2025 | Jan 28, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 68,153 | 6,950 | 4.09% | 4.49% | 311 | -10,730 | -13.6% | Q4 2025 | Feb 17, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 68,136 | 6,934 | 1.13% | 1.13% | 312 | +335 | 0.49% | Q4 2025 | Jan 27, 2026 |
| Kestra Investment Management, LLC | History | Added to | 67,495 | 6,883 | 0.17% | 0.15% | 313 | +11,735 | 21.05% | Q4 2025 | Feb 09, 2026 |
| FineMark National Bank & Trust | History | Added to | 67,419 | 6,875 | 0.21% | 0.07% | 314 | +47,056 | 231.09% | Q4 2025 | Feb 12, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 67,210 | 6,854 | 5.71% | 5.44% | 315 | +4,259 | 6.77% | Q4 2025 | Feb 03, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 66,902 | 6,822 | 2.35% | 2.35% | 316 | +314 | 0.47% | Q4 2025 | Feb 04, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 66,740 | 6,806 | 0.57% | 0.57% | 317 | +1,652 | 2.54% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 65,842 | 6,714 | 0.01% | 0.01% | 318 | +29,757 | 82.46% | Q4 2025 | Feb 17, 2026 |
| Carr Financial Group Corp | History | Reduced | 65,341 | 6,663 | 1.77% | 1.84% | 319 | -1,816 | -2.7% | Q4 2025 | Jan 09, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 63,805 | 6,506 | 1.77% | 2.06% | 320 | -13,630 | -17.6% | Q4 2025 | Feb 17, 2026 |
| Pearl Planning LLC | History | New | 63,793 | 6,505 | 3.98% | — | 321 | +63,793 | New | Q4 2025 | Feb 03, 2026 |
| White Pine Investment CO | History | Added to | 63,711 | 6,497 | 1.53% | 1.47% | 322 | +1,520 | 2.44% | Q4 2025 | Jan 28, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 63,557 | 6,481 | 0.12% | 0.13% | 323 | -2,291 | -3.48% | Q4 2025 | Jan 16, 2026 |
| ProVise Management Group, LLC | History | Added to | 63,535 | 6,479 | 0.46% | 0.44% | 324 | +3,136 | 5.19% | Q4 2025 | Jan 29, 2026 |
| Freestate Advisors LLC | History | Added to | 63,369 | 6,462 | 5.25% | 5.26% | 325 | +408 | 0.65% | Q4 2025 | Jan 12, 2026 |
| ERn Financial, LLC | History | Added to | 62,891 | 6,413 | 1.21% | 1.23% | 326 | +251 | 0.4% | Q4 2025 | Jan 15, 2026 |
| Greater Midwest Financial Group, LLC | History | New | 62,790 | 6,403 | 3.58% | — | 327 | +62,790 | New | Q4 2025 | Feb 17, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 62,384 | 6,361 | 4.52% | — | 328 | +62,384 | New | Q4 2025 | Jan 26, 2026 |
| Trailhead Planners LLC | History | New | 61,624 | 6,284 | 6.17% | — | 329 | +61,624 | New | Q4 2025 | Feb 12, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 60,630 | 6,183 | 2.78% | 2.66% | 330 | +3,082 | 5.36% | Q4 2025 | Jan 22, 2026 |
| SkyOak Wealth, LLC | History | Added to | 60,482 | 6,167 | 1.11% | 1.02% | 331 | +6,201 | 11.42% | Q4 2025 | Feb 05, 2026 |
| WorthPointe, LLC | History | Added to | 60,434 | 6,163 | 1.62% | 2.06% | 332 | +5,188 | 9.39% | Q4 2025 | Jan 26, 2026 |
| Plum Street Advisors, LLC | History | Added to | 60,377 | 6,157 | 2.19% | 2.16% | 333 | +4,205 | 7.49% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 60,335 | 6,152 | 0.01% | 0.01% | 334 | +1,064 | 1.8% | Q4 2025 | Feb 02, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 60,156 | 6,134 | 4.19% | 3.87% | 335 | +6,608 | 12.34% | Q4 2025 | Jan 27, 2026 |
| Platt Wealth Management LLC | History | New | 59,715 | 6,089 | 6.04% | — | 336 | +59,715 | New | Q4 2025 | Feb 06, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 59,652 | 6,083 | 6.18% | — | 337 | +59,652 | New | Q4 2025 | Jan 21, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 59,589 | 6,076 | 0.61% | 0.62% | 338 | +101 | 0.17% | Q4 2025 | Jan 20, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 59,572 | 6,075 | 1.72% | 1.7% | 339 | +875 | 1.49% | Q4 2025 | Feb 05, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 57,125 | 6,063 | 0.57% | 0.58% | 340 | +192 | 0.34% | Q4 2025 | Jan 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 59,365 | 6,054 | 0.2% | 0.2% | 341 | +2,082 | 3.63% | Q4 2025 | Feb 13, 2026 |
| B&D White Capital Company, LLC | History | Added to | 59,119 | 6,028 | 0.7% | 0.32% | 342 | +33,923 | 134.64% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 57,506 | 5,864 | 0.22% | 0.5% | 343 | -18,745 | -24.58% | Q4 2025 | Feb 04, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 57,398 | 5,853 | 4.27% | 4.3% | 344 | +1,211 | 2.16% | Q4 2025 | Jan 20, 2026 |
| Team Financial Group, LLC | History | Reduced | 57,354 | 5,848 | 2.65% | 2.72% | 345 | -1,569 | -2.66% | Q4 2025 | Jan 13, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Added to | 57,233 | 5,836 | 4.57% | 4.07% | 346 | +5,446 | 10.52% | Q4 2025 | Jan 27, 2026 |
| Community Bank, N.A. | History | Reduced | 57,130 | 5,826 | 0.69% | 0.69% | 347 | -204 | -0.36% | Q4 2025 | Feb 04, 2026 |
| Wright Wealth LLC | History | New | 57,104 | 5,823 | 3.8% | — | 348 | +57,104 | New | Q4 2025 | Feb 13, 2026 |
| Frontier Asset Management, LLC | History | Added to | 56,390 | 5,750 | 1.33% | 1.38% | 349 | +776 | 1.4% | Q4 2025 | Feb 04, 2026 |
| Navigoe, LLC | History | Reduced | 56,189 | 5,730 | 3.54% | 3.85% | 350 | -4,425 | -7.3% | Q4 2025 | Feb 03, 2026 |
| Rubicon Advisors, GP | History | New | 56,117 | 5,722 | 5.29% | — | 351 | +56,117 | New | Q4 2025 | Mar 09, 2026 |
| Visionary Wealth Advisors | History | Added to | 55,714 | 5,681 | 0.26% | 0.24% | 352 | +4,106 | 7.96% | Q4 2025 | Feb 13, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 55,496 | 5,659 | 3.06% | 3.22% | 353 | -4,256 | -7.12% | Q4 2025 | Feb 11, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 54,910 | 5,600 | 0.64% | 0.62% | 354 | +2,459 | 4.69% | Q4 2025 | Jan 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 54,291 | 5,536 | 0.1% | 0.09% | 355 | +13,865 | 34.3% | Q4 2025 | Feb 19, 2026 |
| CVA Family Office, LLC | History | Reduced | 54,232 | 5,530 | 0.64% | 0.72% | 356 | -1,819 | -3.25% | Q4 2025 | Jan 12, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 54,155 | 5,522 | 3.66% | 3.57% | 357 | +2,000 | 3.83% | Q4 2025 | Feb 09, 2026 |
| Vawter Financial, Ltd. | History | Added to | 53,988 | 5,505 | 2.32% | 2.25% | 358 | +4,086 | 8.19% | Q4 2025 | Feb 02, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 53,696 | 5,475 | 1.81% | 1.81% | 359 | -279 | -0.52% | Q4 2025 | Jan 22, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 53,629 | 5,469 | 2.36% | 2.3% | 360 | +11,648 | 27.75% | Q4 2025 | Feb 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 53,143 | 5,419 | 0.25% | 0.44% | 361 | -28,489 | -34.9% | Q4 2025 | Jan 12, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 52,802 | 5,384 | 0.55% | 0.55% | 362 | +4,700 | 9.77% | Q4 2025 | Feb 06, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 52,718 | 5,376 | 0.95% | 1.52% | 363 | -31,500 | -37.4% | Q4 2025 | Jan 15, 2026 |
| Northland Capital Management LLC | History | Added to | 52,324 | 5,336 | 2.99% | 2.97% | 364 | +1,255 | 2.46% | Q4 2025 | Jan 20, 2026 |
| Tillman Hartley LLC | History | Added to | 52,207 | 5,324 | 1.34% | 1.34% | 365 | +64 | 0.12% | Q4 2025 | Feb 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 51,628 | 5,265 | 1.26% | 1.18% | 366 | +5,803 | 12.66% | Q4 2025 | Jan 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 51,483 | 5,255 | 0.84% | 0.77% | 367 | +3,098 | 6.4% | Q4 2025 | Jan 23, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 51,319 | 5,233 | 0.58% | 0.58% | 368 | +550 | 1.08% | Q4 2025 | Feb 06, 2026 |
| Andrews Advisory Associates, LLC | History | New | 51,306 | 5,232 | 2.78% | — | 369 | +51,306 | New | Q4 2025 | Feb 18, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 49,715 | 5,069 | 2.69% | 2.76% | 370 | -2,742 | -5.23% | Q4 2025 | Feb 17, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 49,385 | 5,036 | 3.47% | 3.1% | 371 | +4,235 | 9.38% | Q4 2025 | Jan 21, 2026 |
| ATLas Financial Planning LLC | History | New | 48,899 | 4,986 | 4.89% | — | 372 | +48,899 | New | Q4 2025 | Feb 17, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 47,944 | 4,889 | 4.31% | — | 373 | +47,944 | New | Q4 2025 | Feb 05, 2026 |
| EnRich Financial Partners LLC | History | Added to | 47,514 | 4,845 | 1.32% | 1.13% | 374 | +7,625 | 19.12% | Q4 2025 | Jan 28, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 47,278 | 4,821 | 0.04% | 0.04% | 375 | -460 | -0.96% | Q4 2025 | Jan 14, 2026 |
| Generations Wealth, LLC | History | New | 46,569 | 4,749 | 4.86% | — | 376 | +46,569 | New | Q4 2025 | Feb 13, 2026 |
| Cloud Capital Management, LLC | History | Added to | 46,465 | 4,738 | 2.24% | 1.98% | 377 | +8,690 | 23.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 46,228 | 4,714 | 0.0% | 0.0% | 378 | +1,294 | 2.88% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 45,781 | 4,668 | 0.18% | 0.18% | 379 | -289 | -0.63% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Reduced | 45,701 | 4,660 | 0.11% | 0.12% | 380 | -175 | -0.38% | Q4 2025 | Feb 04, 2026 |
| Telos Capital Management, Inc. | History | Added to | 45,528 | 4,642 | 0.43% | 0.42% | 381 | +1,550 | 3.52% | Q4 2025 | Jan 22, 2026 |
| Orion Capital Management LLC | History | Reduced | 45,341 | 4,623 | 1.55% | 1.62% | 382 | -1,529 | -3.26% | Q4 2025 | Feb 03, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 44,850 | 4,573 | 1.38% | 1.51% | 383 | -159 | -0.35% | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | New | 44,722 | 4,551 | 0.13% | — | 384 | +44,722 | New | Q4 2025 | Feb 13, 2026 |
| Stone Summit Wealth LLC | History | Added to | 44,403 | 4,528 | 1.23% | 1.23% | 385 | +703 | 1.61% | Q4 2025 | Jan 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 44,267 | 4,514 | 0.12% | 0.12% | 386 | -601 | -1.34% | Q4 2025 | Jan 23, 2026 |
| Sylvest Advisors, LLC | History | Added to | 43,954 | 4,482 | 2.39% | 2.18% | 387 | +3,095 | 7.57% | Q4 2025 | Jan 20, 2026 |
| Financial Plan, Inc. | History | New | 43,866 | 4,473 | 0.51% | — | 388 | +43,866 | New | Q4 2025 | Jan 28, 2026 |
| Maridea Wealth Management LLC | History | Added to | 43,529 | 4,439 | 0.67% | 0.5% | 389 | +11,140 | 34.39% | Q4 2025 | Jan 08, 2026 |
| Pacific Asset Management, LLC | History | Added to | 43,492 | 4,435 | 2.66% | 2.48% | 391 | +6,729 | 18.3% | Q4 2025 | Jan 28, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 43,498 | 4,435 | 1.16% | 1.15% | 390 | +2,129 | 5.15% | Q4 2025 | Jan 16, 2026 |
| McCartney Wealth Management LLC | History | New | 41,955 | 4,278 | 3.69% | — | 392 | +41,955 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 41,819 | 4,264 | 0.14% | 0.14% | 393 | +1,454 | 3.6% | Q4 2025 | Feb 06, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 41,767 | 4,259 | 0.16% | 0.13% | 394 | +949 | 2.32% | Q4 2025 | Jan 30, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 41,449 | 4,226 | 1.68% | 1.8% | 395 | -2,080 | -4.78% | Q4 2025 | Feb 06, 2026 |
| Indivisible Partners | History | New | 41,315 | 4,213 | 0.46% | — | 396 | +41,315 | New | Q4 2025 | Feb 03, 2026 |
| Argent Trust Co | History | Added to | 41,253 | 4,206 | 0.14% | 0.07% | 397 | +20,677 | 100.49% | Q4 2025 | Feb 10, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 41,081 | 4,189 | 0.65% | 0.68% | 398 | -713 | -1.71% | Q4 2025 | Jan 21, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 40,614 | 4,188 | 1.63% | 1.73% | 399 | +106 | 0.26% | Q4 2025 | Jan 21, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 40,912 | 4,172 | 0.24% | 0.3% | 400 | +10,339 | 33.82% | Q4 2025 | Jan 29, 2026 |
| Austin Wealth Management, LLC | History | Added to | 38,932 | 4,171 | 0.62% | 0.53% | 401 | +4,240 | 12.22% | Q4 2025 | Jan 26, 2026 |
| Passive Capital Management, LLC. | History | Added to | 40,711 | 4,151 | 1.3% | 1.32% | 402 | +97 | 0.24% | Q4 2025 | Feb 05, 2026 |
| McLean Asset Management Corp | History | Added to | 38,381 | 4,129 | 0.74% | 0.77% | 403 | +1,104 | 2.96% | Q4 2025 | Jan 16, 2026 |
| World Investment Advisors | History | Added to | 39,935 | 4,072 | 0.07% | 0.07% | 404 | +6,297 | 18.72% | Q4 2025 | Mar 12, 2026 |
| Ballast Financial Advisors LLC | History | New | 39,910 | 4,070 | 4.19% | — | 405 | +39,910 | New | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 45,670 | 4,052 | 0.1% | 0.09% | 406 | -1,899 | -3.99% | Q4 2025 | Feb 11, 2026 |
| CSS LLC/IL | History | Added to | 39,420 | 4,020 | 0.18% | 0.17% | 407 | +500 | 1.28% | Q4 2025 | Feb 17, 2026 |
| DBK Financial Counsel, LLC | History | Added to | 39,234 | 4,001 | 3.07% | 2.92% | 408 | +4,273 | 12.22% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | Added to | 39,141 | 3,991 | 0.05% | 0.05% | 409 | +3,395 | 9.5% | Q4 2025 | Feb 09, 2026 |
| Bison Wealth, LLC | History | New | 37,329 | 3,959 | 0.45% | — | 410 | +37,329 | New | Q4 2025 | Mar 24, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 38,071 | 3,882 | 0.25% | 0.23% | 411 | +4,258 | 12.59% | Q4 2025 | Jan 23, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 38,041 | 3,879 | 1.58% | 1.61% | 412 | -335 | -0.87% | Q4 2025 | Jan 09, 2026 |
| MOR Wealth Management, LLC | History | New | 37,781 | 3,852 | 1.76% | — | 413 | +37,781 | New | Q4 2025 | Jan 15, 2026 |
| RFG Advisory, LLC | History | New | 37,529 | 3,827 | 0.07% | — | 414 | +37,529 | New | Q4 2025 | Feb 03, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 37,294 | 3,803 | 2.37% | 2.95% | 415 | -596 | -1.57% | Q4 2025 | Jan 14, 2026 |
| CURIO WEALTH, LLC | History | Added to | 36,010 | 3,738 | 1.32% | 1.34% | 416 | +3,132 | 9.53% | Q4 2025 | Feb 11, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Reduced | 36,392 | 3,711 | 0.7% | 0.76% | 417 | -26 | -0.07% | Q4 2025 | Jan 14, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 36,108 | 3,682 | 0.35% | 0.35% | 418 | +1,633 | 4.74% | Q4 2025 | Feb 11, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 35,720 | 3,642 | 1.5% | 1.33% | 419 | +3,961 | 12.47% | Q4 2025 | Feb 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 35,623 | 3,632 | 0.77% | 0.74% | 420 | +1,849 | 5.47% | Q4 2025 | Feb 10, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | New | 35,200 | 3,589 | 3.13% | — | 421 | +35,200 | New | Q4 2025 | Feb 12, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 35,109 | 3,580 | 0.46% | 0.48% | 422 | -2,466 | -6.56% | Q4 2025 | Jan 22, 2026 |
| Avant Financial Advisors LLC | History | Added to | 35,089 | 3,578 | 2.57% | 2.6% | 423 | +439 | 1.27% | Q4 2025 | Jan 15, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Reduced | 34,694 | 3,538 | 2.28% | 2.29% | 424 | -304 | -0.87% | Q4 2025 | Jan 29, 2026 |
| rebel Financial LLC | History | New | 34,270 | 3,494 | 1.49% | — | 425 | +34,270 | New | Q4 2025 | Mar 27, 2026 |
| M Holdings Securities, Inc. | History | New | 34,226 | 3,490 | 0.25% | — | 426 | +34,226 | New | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 33,900 | 3,457 | 0.01% | 0.0% | 427 | +16,800 | 98.25% | Q4 2025 | Feb 12, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 33,853 | 3,452 | 0.25% | 0.27% | 428 | -1,114 | -3.19% | Q4 2025 | Feb 09, 2026 |
| Bauman Advisory Group, LLC | History | New | 33,767 | 3,443 | 2.77% | — | 429 | +33,767 | New | Q4 2025 | Feb 20, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 33,563 | 3,422 | 1.67% | 1.3% | 430 | +7,547 | 29.01% | Q4 2025 | Feb 13, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 33,256 | 3,391 | 1.7% | 1.7% | 431 | +746 | 2.29% | Q4 2025 | Feb 04, 2026 |
| Bank of New Hampshire | History | New | 33,192 | 3,384 | 0.76% | — | 432 | +33,192 | New | Q4 2025 | Mar 16, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 32,789 | 3,343 | 2.95% | — | 433 | +32,789 | New | Q4 2025 | Jan 23, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 32,669 | 3,331 | 1.17% | 1.15% | 434 | -239 | -0.73% | Q4 2025 | Feb 05, 2026 |
| LAM GROUP, INC. | History | Added to | 32,575 | 3,321 | 1.9% | 1.68% | 435 | +5,280 | 19.34% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 32,414 | 3,305 | 0.07% | 0.03% | 436 | +17,265 | 113.97% | Q4 2025 | Feb 09, 2026 |
| COURIER CAPITAL LLC | History | Added to | 32,346 | 3,298 | 0.19% | 0.17% | 437 | +3,218 | 11.05% | Q4 2025 | Jan 29, 2026 |
| Emprise Bank | History | Reduced | 32,248 | 3,288 | 1.37% | 1.42% | 438 | -821 | -2.48% | Q4 2025 | Jan 28, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 32,119 | 3,275 | 0.42% | 0.28% | 439 | -17,823 | -35.69% | Q4 2025 | Feb 13, 2026 |
| Troutman Wealth Management, LLC | History | New | 32,061 | 3,269 | 2.7% | — | 440 | +32,061 | New | Q4 2025 | Feb 18, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 32,047 | 3,268 | 2.24% | 2.28% | 441 | -230 | -0.71% | Q4 2025 | Jan 05, 2026 |
| Bull Oak Capital, LLC | History | Reduced | 31,848 | 3,247 | 1.33% | 1.41% | 442 | -1,549 | -4.64% | Q4 2025 | Feb 02, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 31,721 | 3,234 | 0.11% | 0.11% | 443 | +1,087 | 3.55% | Q4 2025 | Jan 15, 2026 |
| Summit Financial, LLC | History | Added to | 31,499 | 3,212 | 0.05% | 0.04% | 444 | +2,347 | 8.05% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 31,491 | 3,211 | 0.08% | 0.08% | 445 | +310 | 0.99% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | Added to | 31,455 | 3,207 | 0.14% | 0.04% | 446 | +22,426 | 248.38% | Q4 2025 | Jan 27, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 31,067 | 3,168 | 0.25% | 0.22% | 447 | +2,954 | 10.51% | Q4 2025 | Feb 13, 2026 |
| IF Advisors, LLC | History | New | 30,806 | 3,141 | 2.55% | — | 448 | +30,806 | New | Q4 2025 | Feb 10, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 30,655 | 3,126 | 0.87% | 0.82% | 449 | +2,473 | 8.78% | Q4 2025 | Jan 26, 2026 |
| Level Financial Advisors | History | Added to | 30,465 | 3,106 | 0.82% | 0.83% | 450 | +927 | 3.14% | Q4 2025 | Jan 26, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 30,410 | 3,101 | 0.01% | 0.01% | 451 | -9,334 | -23.49% | Q4 2025 | Feb 17, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 30,175 | 3,077 | 1.54% | 1.61% | 452 | +234 | 0.78% | Q4 2025 | Feb 06, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 30,085 | 3,068 | 1.64% | 1.14% | 453 | +9,575 | 46.68% | Q4 2025 | Jan 29, 2026 |
| Friday Financial | History | Added to | 30,064 | 3,065 | 1.08% | 1.22% | 454 | +841 | 2.88% | Q4 2025 | Jan 09, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 29,726 | 3,031 | 2.36% | 2.37% | 455 | +498 | 1.7% | Q4 2025 | Jan 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 29,692 | 3,028 | 0.0% | 0.0% | 456 | +4,641 | 18.53% | Q4 2025 | Feb 10, 2026 |
| Faithward Advisors, LLC | History | Added to | 29,502 | 3,008 | 0.44% | 0.41% | 457 | +1,666 | 5.99% | Q4 2025 | Feb 17, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 29,397 | 2,997 | 0.64% | 0.37% | 458 | +15,129 | 106.03% | Q4 2025 | Feb 02, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 28,931 | 2,950 | 1.27% | 1.29% | 459 | -362 | -1.24% | Q4 2025 | Jan 26, 2026 |
| Clarus Group, Inc. | History | Reduced | 28,924 | 2,949 | 1.06% | 1.05% | 460 | -1,290 | -4.27% | Q4 2025 | Jan 16, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 28,732 | 2,930 | 0.69% | 0.75% | 461 | -1,660 | -5.46% | Q4 2025 | Jan 16, 2026 |
| NKCFO LLC | History | No change | 28,600 | 2,917 | 0.84% | 0.86% | 462 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 28,338 | 2,889 | 0.09% | 0.08% | 463 | +1,022 | 3.74% | Q4 2025 | Jan 09, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 28,310 | 2,887 | 2.06% | 1.7% | 464 | +5,445 | 23.81% | Q4 2025 | Jan 12, 2026 |
| Paragon Advisors, LLC | History | Reduced | 27,946 | 2,849 | 0.77% | 1.42% | 465 | -27,120 | -49.25% | Q4 2025 | Jan 12, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 27,932 | 2,848 | 0.35% | 0.4% | 466 | -2,310 | -7.64% | Q4 2025 | Feb 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 27,766 | 2,831 | 0.43% | 0.43% | 467 | +699 | 2.58% | Q4 2025 | Jan 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 27,728 | 2,827 | 0.07% | 0.07% | 468 | +1,399 | 5.31% | Q4 2025 | Feb 17, 2026 |
| CAP Partners, LLC | History | Added to | 27,290 | 2,783 | 1.58% | 1.52% | 469 | +296 | 1.1% | Q4 2025 | Feb 04, 2026 |
| Global Retirement Partners, LLC | History | Added to | 27,247 | 2,778 | 0.05% | 0.06% | 470 | +702 | 2.64% | Q4 2025 | Feb 06, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 27,158 | 2,769 | 0.38% | 0.41% | 471 | -1,188 | -4.19% | Q4 2025 | Feb 10, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 27,145 | 2,768 | 0.47% | 0.53% | 472 | -1,840 | -6.35% | Q4 2025 | Jan 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 27,123 | 2,766 | 0.05% | 0.36% | 473 | -153,833 | -85.01% | Q4 2025 | Feb 12, 2026 |
| Tranquility Partners, LLC | History | Reduced | 27,106 | 2,764 | 1.0% | 0.95% | 474 | -1,047 | -3.72% | Q4 2025 | Feb 03, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 26,853 | 2,738 | 0.31% | 0.32% | 476 | -331 | -1.22% | Q4 2025 | Feb 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 26,855 | 2,738 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 26,786 | 2,731 | 0.59% | — | 477 | +26,786 | New | Q4 2025 | Feb 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 26,625 | 2,715 | 0.06% | — | 478 | +26,625 | New | Q4 2025 | Feb 17, 2026 |
| Herold Advisors, Inc. | History | Added to | 26,530 | 2,705 | 0.6% | 0.61% | 479 | +225 | 0.86% | Q4 2025 | Feb 17, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 26,290 | 2,681 | 0.82% | 0.92% | 480 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 24,617 | 2,670 | 2.91% | — | 481 | +24,617 | New | Q4 2025 | Mar 02, 2026 |
| Haven Private, LLC | History | Added to | 25,769 | 2,627 | 1.15% | 1.04% | 482 | +2,110 | 8.92% | Q4 2025 | Feb 12, 2026 |
| Skyview Financial Group LLC | History | New | 25,663 | 2,617 | 2.7% | — | 483 | +25,663 | New | Q4 2025 | Feb 18, 2026 |
| CoreCap Advisors, LLC | History | Added to | 25,635 | 2,614 | 0.09% | 0.07% | 484 | +5,695 | 28.56% | Q4 2025 | Jan 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 25,448 | 2,595 | 0.81% | 0.77% | 485 | +1,957 | 8.33% | Q4 2025 | Feb 11, 2026 |
| RDA Financial Network | History | Added to | 25,408 | 2,591 | 0.62% | 0.62% | 486 | +84 | 0.33% | Q4 2025 | Jan 06, 2026 |
| Sigma Planning Corp | History | Reduced | 25,066 | 2,556 | 0.07% | 0.07% | 487 | -143 | -0.57% | Q4 2025 | Jan 30, 2026 |
| Fortis Capital Management LLC | History | Added to | 24,790 | 2,528 | 0.33% | 0.25% | 488 | +6,912 | 38.66% | Q4 2025 | Feb 13, 2026 |
| Evanson Asset Management, LLC | History | Added to | 24,788 | 2,527 | 0.14% | 0.11% | 489 | +5,603 | 29.21% | Q4 2025 | Jan 12, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 24,770 | 2,526 | 0.89% | 1.05% | 490 | -101 | -0.41% | Q4 2025 | Feb 06, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 24,718 | 2,520 | 0.76% | 0.8% | 491 | +6 | 0.02% | Q4 2025 | Jan 22, 2026 |
| Versant Capital Management, Inc | History | Reduced | 24,478 | 2,496 | 0.31% | 0.33% | 492 | -43 | -0.18% | Q4 2025 | Jan 08, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 24,422 | 2,490 | 0.12% | 0.64% | 493 | -132,613 | -84.45% | Q4 2025 | Jan 15, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 24,408 | 2,489 | 1.58% | 1.5% | 494 | +1,839 | 8.15% | Q4 2025 | Feb 04, 2026 |
| Paragon Capital Management Ltd | History | Added to | 24,383 | 2,486 | 0.49% | 0.45% | 495 | +221 | 0.91% | Q4 2025 | Jan 22, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 24,088 | 2,456 | 2.13% | 2.05% | 497 | -947 | -3.78% | Q4 2025 | Feb 05, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Added to | 24,092 | 2,456 | 1.57% | 1.55% | 496 | +60 | 0.25% | Q4 2025 | Jan 28, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 23,965 | 2,443 | 1.38% | 1.21% | 498 | +4,647 | 24.06% | Q4 2025 | Feb 03, 2026 |
| XY Planning Network, Inc. | History | Reduced | 23,869 | 2,434 | 0.42% | 0.77% | 499 | -895 | -3.61% | Q4 2025 | Jan 26, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 21,249 | 2,409 | 1.0% | 0.26% | 500 | +15,212 | 251.98% | Q4 2025 | Feb 13, 2026 |
| Atala Financial Inc | History | Added to | 23,497 | 2,396 | 1.53% | 1.4% | 501 | +957 | 4.25% | Q4 2025 | Jan 23, 2026 |
| LJI Wealth Management, LLC | History | Added to | 23,422 | 2,388 | 0.36% | 0.08% | 502 | +18,650 | 390.82% | Q4 2025 | Feb 03, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 23,373 | 2,383 | 0.94% | 1.1% | 503 | -2,655 | -10.2% | Q4 2025 | Jan 22, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 23,346 | 2,380 | 0.51% | 0.45% | 504 | +5,207 | 28.71% | Q4 2025 | Feb 09, 2026 |
| TFB Advisors LLC | History | Reduced | 23,150 | 2,360 | 0.66% | 0.67% | 505 | -78 | -0.34% | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | New | 22,956 | 2,341 | 0.06% | — | 506 | +22,956 | New | Q4 2025 | Feb 17, 2026 |
| Holcombe Financial, Inc. | History | Reduced | 22,949 | 2,340 | 1.47% | 1.91% | 507 | -4,514 | -16.44% | Q4 2025 | Jan 27, 2026 |
| Asset Dedication, LLC | History | Reduced | 22,627 | 2,307 | 0.15% | 0.15% | 508 | -349 | -1.52% | Q4 2025 | Jan 26, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 22,613 | 2,306 | 0.19% | 0.18% | 509 | -1,406 | -5.85% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Management, Inc. | History | Reduced | 22,321 | 2,276 | 0.37% | 0.37% | 510 | -415 | -1.83% | Q4 2025 | Feb 06, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 22,187 | 2,262 | 0.9% | 0.92% | 511 | +630 | 2.92% | Q4 2025 | Feb 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 21,730 | 2,216 | 0.1% | 0.11% | 512 | -391 | -1.77% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 21,719 | 2,215 | 0.07% | 0.28% | 513 | -73,097 | -77.09% | Q4 2025 | Feb 11, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 21,508 | 2,193 | 0.65% | 0.69% | 514 | +1,302 | 6.44% | Q4 2025 | Jan 15, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 21,299 | 2,172 | 0.51% | 0.6% | 515 | -1,048 | -4.69% | Q4 2025 | Jan 15, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 20,793 | 2,120 | 0.52% | 0.86% | 516 | -17,303 | -45.42% | Q4 2025 | Jan 08, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 20,785 | 2,119 | 1.61% | 1.5% | 517 | +2,166 | 11.63% | Q4 2025 | Jan 27, 2026 |
| Independence Bank of Kentucky | History | Reduced | 20,715 | 2,112 | 0.26% | 0.28% | 518 | -1,540 | -6.92% | Q4 2025 | Jan 20, 2026 |
| Apollon Financial, LLC | History | Added to | 20,707 | 2,111 | 0.31% | 0.29% | 519 | +3,363 | 19.39% | Q4 2025 | Jan 22, 2026 |
| Centerpoint Advisory Group | History | Reduced | 20,666 | 2,107 | 1.62% | 1.66% | 521 | -739 | -3.45% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 20,663 | 2,107 | 0.03% | 0.03% | 520 | -550 | -2.59% | Q4 2025 | Feb 12, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 20,644 | 2,105 | 0.35% | 0.34% | 522 | +516 | 2.56% | Q4 2025 | Jan 23, 2026 |
| Foundry Financial LLC | History | New | 20,437 | 2,084 | 1.09% | — | 523 | +20,437 | New | Q4 2025 | Feb 17, 2026 |
| 55 North Private Wealth, LLC | History | New | 20,436 | 2,084 | 0.55% | — | 524 | +20,436 | New | Q4 2025 | Jan 27, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 20,134 | 2,053 | 0.27% | 0.26% | 525 | +1,033 | 5.41% | Q4 2025 | Jan 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 19,957 | 2,035 | 0.03% | 0.03% | 526 | -765 | -3.69% | Q4 2025 | Feb 10, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 19,652 | 2,004 | 0.46% | 0.48% | 527 | +524 | 2.74% | Q4 2025 | Jan 21, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 19,618 | 2,000 | 0.43% | 0.4% | 528 | +1,173 | 6.36% | Q4 2025 | Jan 16, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 19,513 | 1,989 | 0.16% | 0.09% | 529 | +9,081 | 87.05% | Q4 2025 | Jan 23, 2026 |
| BOKF, NA | History | Added to | 19,463 | 1,984 | 0.03% | 0.02% | 530 | +3,224 | 19.85% | Q4 2025 | Feb 03, 2026 |
| CRA Financial Services, LLC | History | Reduced | 19,199 | 1,957 | 0.26% | 0.27% | 531 | -521 | -2.64% | Q4 2025 | Jan 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 19,032 | 1,940 | 0.09% | 0.08% | 532 | -406 | -2.09% | Q4 2025 | Jan 21, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 18,907 | 1,928 | 0.42% | 0.42% | 533 | -2,064 | -9.84% | Q4 2025 | Feb 02, 2026 |
| HBE Wealth Management, LLC | History | New | 18,836 | 1,920 | 1.81% | — | 534 | +18,836 | New | Q4 2025 | Jan 20, 2026 |
| Ironwood Financial, llc | History | Added to | 17,415 | 1,861 | 0.32% | 0.28% | 535 | +1,357 | 8.45% | Q4 2025 | Jan 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 18,175 | 1,853 | 0.06% | 0.07% | 536 | +3,486 | 23.73% | Q4 2025 | Jan 20, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 18,121 | 1,847 | 0.67% | 0.71% | 537 | -750 | -3.97% | Q4 2025 | Jan 28, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 17,890 | 1,824 | 0.2% | 0.21% | 538 | +107 | 0.6% | Q4 2025 | Feb 17, 2026 |
| MOTCO | History | Reduced | 17,881 | 1,823 | 0.17% | 0.16% | 539 | -257 | -1.42% | Q4 2025 | Feb 06, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 17,825 | 1,817 | 0.25% | 0.54% | 540 | +26 | 0.15% | Q4 2025 | Feb 17, 2026 |
| BEACON FINANCIAL GROUP | History | New | 17,795 | 1,814 | 0.18% | — | 541 | +17,795 | New | Q4 2025 | Apr 01, 2026 |
| Belpointe Asset Management LLC | History | Added to | 17,724 | 1,807 | 0.07% | 0.06% | 542 | +1,644 | 10.22% | Q4 2025 | Jan 27, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Reduced | 17,299 | 1,783 | 2.3% | 2.94% | 544 | -2,130 | -10.96% | Q4 2025 | Jan 07, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 17,491 | 1,783 | 0.14% | 0.13% | 543 | -193 | -1.09% | Q4 2025 | Feb 06, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 15,921 | 1,755 | 0.43% | 0.41% | 545 | +383 | 2.46% | Q4 2025 | Jan 23, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 17,172 | 1,751 | 1.14% | 1.43% | 546 | -522 | -2.95% | Q4 2025 | Jan 26, 2026 |
| Vivaldi Capital Management LP | History | Added to | 16,756 | 1,708 | 0.23% | 0.2% | 547 | +2,181 | 14.96% | Q4 2025 | Feb 13, 2026 |
| CGC Financial Services, LLC | History | Added to | 16,678 | 1,700 | 0.45% | 0.45% | 548 | +132 | 0.8% | Q4 2025 | Feb 03, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 16,657 | 1,698 | 0.13% | 0.13% | 549 | -157 | -0.93% | Q4 2025 | Jan 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 16,635 | 1,696 | 0.02% | 0.02% | 550 | +70 | 0.42% | Q4 2025 | Feb 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 16,600 | 1,692 | 0.08% | 0.07% | 551 | +957 | 6.12% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | New | 16,290 | 1,661 | 0.31% | — | 552 | +16,290 | New | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 16,281 | 1,660 | 0.0% | 0.0% | 553 | +12,132 | 292.41% | Q4 2025 | Feb 12, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 16,228 | 1,654 | 0.78% | 0.72% | 554 | +2,675 | 19.74% | Q4 2025 | Jan 09, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 16,171 | 1,649 | 0.01% | 0.01% | 555 | -4,005 | -19.85% | Q4 2025 | Feb 17, 2026 |
| BigSur Wealth Management LLC | History | Added to | 16,069 | 1,638 | 0.4% | 0.39% | 556 | +2 | 0.01% | Q4 2025 | Jan 27, 2026 |
| Sachetta, LLC | History | Added to | 15,826 | 1,613 | 0.88% | 0.57% | 557 | +468 | 3.05% | Q4 2025 | Feb 02, 2026 |
| Modera Wealth Management, LLC | History | Added to | 15,485 | 1,579 | 0.02% | 0.01% | 558 | +3,384 | 27.96% | Q4 2025 | Jan 21, 2026 |
| Jacobi Capital Management LLC | History | Added to | 15,468 | 1,577 | 0.09% | 0.08% | 559 | +2,586 | 20.07% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 15,337 | 1,564 | 0.0% | 0.0% | 560 | -342 | -2.18% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 15,225 | 1,552 | 0.02% | 0.02% | 561 | +1,804 | 13.44% | Q4 2025 | Feb 09, 2026 |
| Intrua Financial, LLC | History | Reduced | 15,054 | 1,535 | 0.16% | 0.17% | 562 | -444 | -2.86% | Q4 2025 | Feb 05, 2026 |
| First Citizens Asset Management, Inc. | History | New | 15,048 | 1,534 | 0.54% | — | 563 | +15,048 | New | Q4 2025 | Feb 05, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 15,013 | 1,531 | 0.84% | 0.8% | 564 | +289 | 1.96% | Q4 2025 | Jan 16, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 14,992 | 1,528 | 0.06% | 0.05% | 565 | +588 | 4.08% | Q4 2025 | Jan 07, 2026 |
| SVB WEALTH LLC | History | Added to | 14,977 | 1,527 | 0.09% | 0.07% | 566 | +1,651 | 12.39% | Q4 2025 | Feb 04, 2026 |
| Advisor Resource Council | History | New | 13,737 | 1,521 | 0.54% | — | 567 | +13,737 | New | Q4 2025 | Feb 10, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 14,792 | 1,508 | 0.12% | 0.13% | 568 | -305 | -2.02% | Q4 2025 | Jan 27, 2026 |
| RVW Wealth, LLC | History | Reduced | 14,728 | 1,501 | 0.11% | 0.13% | 569 | -1,421 | -8.8% | Q4 2025 | Jan 12, 2026 |
| Clark Asset Management, LLC | History | Reduced | 14,717 | 1,500 | 0.16% | 0.17% | 570 | -389 | -2.58% | Q4 2025 | Jan 27, 2026 |
| Peak Planning Group, LLC | History | New | 14,499 | 1,478 | 0.41% | — | 571 | +14,499 | New | Q4 2025 | Feb 13, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 14,406 | 1,469 | 0.25% | 0.3% | 572 | -2,059 | -12.51% | Q4 2025 | Jan 26, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 14,240 | 1,452 | 0.41% | 0.42% | 573 | +54 | 0.38% | Q4 2025 | Feb 17, 2026 |
| Integris Wealth Management, LLC | History | No change | 14,156 | 1,443 | 0.33% | 0.34% | 574 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Frankly Finances, LLC | History | New | 14,124 | 1,440 | 1.25% | — | 575 | +14,124 | New | Q4 2025 | Jan 26, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 14,114 | 1,438 | 0.0% | 0.0% | 576 | -990 | -6.55% | Q4 2025 | Feb 17, 2026 |
| GEM Asset Management, LLC | History | Reduced | 13,672 | 1,437 | 0.64% | 0.77% | 577 | -2,790 | -16.95% | Q4 2025 | Jan 09, 2026 |
| Approach Retirement Advisors, LLC | History | New | 14,053 | 1,433 | 1.23% | — | 579 | +14,053 | New | Q4 2025 | Jan 29, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 14,055 | 1,433 | 0.14% | 0.13% | 578 | +1,133 | 8.77% | Q4 2025 | Jan 28, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 14,010 | 1,428 | 0.24% | 0.23% | 580 | -807 | -5.45% | Q4 2025 | Jan 29, 2026 |
| SOL Capital Management CO | History | Reduced | 13,970 | 1,425 | 0.13% | 0.14% | 581 | -1,965 | -12.33% | Q4 2025 | Jan 30, 2026 |
| Transcendent Capital Group LLC | History | Added to | 13,968 | 1,424 | 0.64% | 0.62% | 582 | +135 | 0.98% | Q4 2025 | Jan 26, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 13,738 | 1,401 | 0.76% | — | 584 | +13,738 | New | Q4 2025 | Mar 16, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 13,746 | 1,401 | 0.11% | 0.12% | 583 | +35 | 0.26% | Q4 2025 | Jan 13, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 13,665 | 1,393 | 0.73% | 0.75% | 585 | -52 | -0.38% | Q4 2025 | Jan 14, 2026 |
| KWB Wealth | History | Reduced | 13,605 | 1,387 | 0.13% | 0.15% | 586 | -1,260 | -8.48% | Q4 2025 | Jan 12, 2026 |
| Forum Financial Management, LP | History | Reduced | 13,519 | 1,378 | 0.02% | 0.02% | 587 | -2,088 | -13.38% | Q4 2025 | Jan 27, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 13,273 | 1,353 | 0.39% | 0.45% | 588 | -1,290 | -8.86% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 13,133 | 1,339 | 0.0% | 0.0% | 589 | +2,840 | 27.59% | Q4 2025 | Feb 17, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 13,078 | 1,333 | 0.34% | 0.36% | 590 | -415 | -3.08% | Q4 2025 | Feb 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 12,865 | 1,311 | 0.1% | 0.18% | 591 | -12,953 | -50.17% | Q4 2025 | Jan 23, 2026 |
| Value Investment Professionals, LLC | History | New | 12,842 | 1,309 | 1.37% | — | 592 | +12,842 | New | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 12,808 | 1,306 | 0.07% | 0.08% | 593 | -1,404 | -9.88% | Q4 2025 | Feb 05, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 12,695 | 1,294 | 0.34% | 0.32% | 594 | +1,282 | 11.23% | Q4 2025 | Jan 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 12,564 | 1,281 | 0.01% | 0.0% | 595 | +7,661 | 156.25% | Q4 2025 | Feb 13, 2026 |
| ENTREWEALTH, LLC | History | Added to | 11,049 | 1,272 | 0.57% | 0.51% | 596 | +1,089 | 10.93% | Q4 2025 | Feb 13, 2026 |
| Lifetime Wealth Management P.C. | History | New | 12,411 | 1,265 | 0.79% | — | 598 | +12,411 | New | Q4 2025 | Mar 25, 2026 |
| PFG Investments, LLC | History | Added to | 12,405 | 1,265 | 0.06% | 0.06% | 597 | +166 | 1.36% | Q4 2025 | Jan 26, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 12,197 | 1,243 | 0.04% | 0.05% | 599 | -339 | -2.7% | Q4 2025 | Feb 04, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 11,919 | 1,215 | 0.43% | 0.4% | 600 | +1,131 | 10.48% | Q4 2025 | Feb 13, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 11,852 | 1,208 | 0.82% | 0.86% | 601 | -227 | -1.88% | Q4 2025 | Feb 02, 2026 |
| Claro Advisors Inc. | History | Added to | 11,801 | 1,203 | 0.16% | 0.15% | 602 | +1,384 | 13.29% | Q4 2025 | Feb 17, 2026 |
| Trajan Wealth LLC | History | Reduced | 11,729 | 1,196 | 0.05% | 0.05% | 603 | -712 | -5.72% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 11,727 | 1,195 | 0.04% | 0.08% | 604 | -9,073 | -43.62% | Q4 2025 | Feb 06, 2026 |
| JNBA Financial Advisors | History | Reduced | 11,535 | 1,176 | 0.1% | 0.11% | 605 | -86 | -0.74% | Q4 2025 | Jan 26, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 11,265 | 1,148 | 0.07% | 0.06% | 606 | +1,738 | 18.24% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 11,183 | 1,140 | 0.01% | 0.01% | 607 | +982 | 9.63% | Q4 2025 | Jan 20, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 11,185 | 1,140 | 0.97% | 0.97% | 608 | +238 | 2.17% | Q4 2025 | Jan 26, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Added to | 11,134 | 1,135 | 1.72% | 1.54% | 609 | +5 | 0.04% | Q4 2025 | Feb 06, 2026 |
| CGN Advisors LLC | History | Reduced | 11,080 | 1,129 | 0.09% | 0.09% | 610 | -450 | -3.9% | Q4 2025 | Jan 05, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 10,864 | 1,107 | 0.29% | 0.31% | 611 | -314 | -2.81% | Q4 2025 | Jan 26, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 10,777 | 1,099 | 0.02% | 0.03% | 612 | -163 | -1.49% | Q4 2025 | Feb 13, 2026 |
| Financial Architects, LLC | History | No change | 10,750 | 1,096 | 0.59% | 0.61% | 613 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 10,670 | 1,088 | 0.12% | 0.17% | 614 | -4,157 | -28.04% | Q4 2025 | Jan 20, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 10,611 | 1,082 | 0.03% | 0.04% | 615 | -993 | -8.56% | Q4 2025 | Feb 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 9,933 | 1,081 | 0.09% | 0.08% | 616 | +142 | 1.45% | Q4 2025 | Jan 20, 2026 |
| EJMK Ventures LLC | History | New | 10,564 | 1,077 | 0.66% | — | 617 | +10,564 | New | Q4 2025 | Mar 03, 2026 |
| BROWN ADVISORY INC | History | Added to | 10,409 | 1,061 | 0.0% | 0.0% | 618 | +121 | 1.18% | Q4 2025 | Feb 13, 2026 |
| Strategic Advisors LLC | History | Reduced | 10,313 | 1,051 | 0.16% | 0.17% | 619 | -416 | -3.88% | Q4 2025 | Feb 10, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 10,268 | 1,047 | 0.71% | 0.77% | 620 | -1,066 | -9.41% | Q4 2025 | Jan 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 10,254 | 1,045 | 0.0% | — | 621 | +10,254 | New | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Reduced | 10,225 | 1,042 | 0.02% | 0.02% | 622 | -205 | -1.97% | Q4 2025 | Feb 17, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 10,156 | 1,035 | 0.39% | 0.43% | 623 | -801 | -7.31% | Q4 2025 | Jan 13, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 9,958 | 1,015 | 1.01% | — | 624 | +9,958 | New | Q4 2025 | Feb 13, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 9,933 | 1,013 | 0.02% | 0.02% | 625 | -744 | -6.97% | Q4 2025 | Jan 26, 2026 |
| Convergence Financial, LLC | History | Reduced | 9,790 | 998 | 0.15% | 0.15% | 626 | -74 | -0.75% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Added to | 9,761 | 995 | 0.53% | 0.42% | 627 | +36 | 0.37% | Q4 2025 | Feb 12, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 8,633 | 994 | 0.42% | 0.45% | 628 | -444 | -4.89% | Q4 2025 | Feb 17, 2026 |
| Aspen Capital Management, LLC | History | No change | 9,752 | 994 | 0.25% | 0.25% | 629 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 9,683 | 987 | 0.85% | — | 630 | +9,683 | New | Q4 2025 | Feb 04, 2026 |
| US BANCORP \DE\ | History | Added to | 9,639 | 982 | 0.0% | 0.0% | 631 | +1,707 | 21.52% | Q4 2025 | Jan 30, 2026 |
| Sequent Asset Management, LLC | History | Reduced | 9,457 | 965 | 0.43% | 0.45% | 632 | -59 | -0.62% | Q4 2025 | Feb 10, 2026 |
| Maia Wealth LLC | History | New | 8,509 | 964 | 0.16% | — | 633 | +8,509 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 9,349 | 953 | 0.04% | 0.04% | 634 | -61 | -0.65% | Q4 2025 | Feb 17, 2026 |
| REDW Wealth LLC | History | Reduced | 9,195 | 937 | 0.36% | 0.35% | 635 | -200 | -2.13% | Q4 2025 | Jan 28, 2026 |
| MIDDLETON & CO INC/MA | History | Reduced | 9,156 | 933 | 0.1% | 0.11% | 636 | -1,080 | -10.55% | Q4 2025 | Jan 29, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 9,016 | 919 | 0.04% | 0.05% | 637 | -252 | -2.72% | Q4 2025 | Feb 13, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 8,998 | 917 | 0.15% | 0.14% | 638 | +854 | 10.49% | Q4 2025 | Jan 23, 2026 |
| marrick wealth, LLC | History | New | 8,953 | 913 | 0.75% | — | 640 | +8,953 | New | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 8,961 | 913 | 0.1% | 0.09% | 639 | +615 | 7.37% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 8,946 | 912 | 0.0% | 0.01% | 641 | -51,906 | -85.3% | Q4 2025 | Feb 17, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 8,769 | 894 | 0.45% | 0.94% | 642 | -8,836 | -50.19% | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | Added to | 8,591 | 876 | 0.02% | 0.02% | 643 | +613 | 7.68% | Q4 2025 | Feb 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 8,515 | 868 | 0.1% | 0.07% | 644 | +2,321 | 37.47% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 8,500 | 866 | 0.0% | — | 645 | +8,500 | New | Q4 2025 | Feb 17, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Added to | 8,396 | 856 | 2.01% | 1.79% | 646 | +1,052 | 14.32% | Q4 2025 | Feb 05, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 8,290 | 845 | 0.11% | 0.04% | 648 | +5,616 | 210.02% | Q4 2025 | Jan 15, 2026 |
| Klingman & Associates, LLC | History | Added to | 8,293 | 845 | 0.04% | 0.04% | 647 | +24 | 0.29% | Q4 2025 | Jan 29, 2026 |
| Vines Capital Management, LLC | History | New | 8,258 | 842 | 0.82% | — | 649 | +8,258 | New | Q4 2025 | Feb 17, 2026 |
| Tenon Financial LLC | History | Added to | 8,203 | 836 | 0.35% | 0.42% | 650 | +25 | 0.31% | Q4 2025 | Jan 16, 2026 |
| Facet Wealth, Inc. | History | Reduced | 7,642 | 827 | 0.01% | 0.02% | 651 | -2,627 | -25.58% | Q4 2025 | Jan 29, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 8,103 | 826 | 0.69% | 0.59% | 652 | +911 | 12.67% | Q4 2025 | Jan 20, 2026 |
| Caprock Group, LLC | History | Reduced | 8,044 | 820 | 0.02% | 0.02% | 653 | -18 | -0.22% | Q4 2025 | Jan 28, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 8,016 | 817 | 0.3% | 0.45% | 654 | -2,699 | -25.19% | Q4 2025 | Jan 14, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 7,990 | 814 | 0.55% | 0.6% | 655 | -334 | -4.01% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | Added to | 7,974 | 813 | 0.0% | 0.0% | 656 | +1,144 | 16.75% | Q4 2025 | Feb 11, 2026 |
| Continuum Advisory, LLC | History | Added to | 7,888 | 804 | 0.08% | 0.07% | 657 | +1,359 | 20.81% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 7,818 | 797 | 0.0% | 0.0% | 658 | +3,395 | 76.76% | Q4 2025 | Feb 17, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 7,818 | 797 | 0.03% | 0.04% | 659 | -2,229 | -22.19% | Q4 2025 | Feb 09, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 7,788 | 794 | 0.57% | 0.39% | 660 | +2,443 | 45.71% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 7,761 | 791 | 0.01% | — | 662 | +7,761 | New | Q4 2025 | Feb 18, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 7,762 | 791 | 0.23% | 0.24% | 661 | -215 | -2.7% | Q4 2025 | Jan 20, 2026 |
| ProCore Advisors, LLC | History | New | 7,678 | 783 | 0.8% | — | 664 | +7,678 | New | Q4 2025 | Jan 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 7,685 | 783 | 0.06% | 0.06% | 663 | +255 | 3.43% | Q4 2025 | Jan 21, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 7,575 | 772 | 0.05% | 0.05% | 665 | +468 | 6.59% | Q4 2025 | Jan 14, 2026 |
| Gambit Capital Management, LLC | History | New | 7,518 | 766 | 0.55% | — | 666 | +7,518 | New | Q4 2025 | Feb 06, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 7,425 | 757 | 0.51% | 0.51% | 667 | +551 | 8.02% | Q4 2025 | Jan 23, 2026 |
| POM Investment Strategies, LLC | History | Added to | 7,379 | 752 | 0.39% | 0.38% | 668 | +371 | 5.29% | Q4 2025 | Feb 17, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 7,376 | 752 | 0.32% | 0.33% | 669 | -119 | -1.59% | Q4 2025 | Jan 15, 2026 |
| Glassman Wealth Services | History | Added to | 7,367 | 751 | 0.1% | 0.05% | 670 | +3,767 | 104.64% | Q4 2025 | Jan 28, 2026 |
| Prospera Capital Management, LLC | History | No change | 7,300 | 744 | 0.38% | 0.35% | 671 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 7,258 | 740 | 0.0% | 0.0% | 672 | +4,546 | 167.63% | Q4 2025 | Feb 12, 2026 |
| Monetary Solutions, Ltd | History | New | 7,062 | 720 | 0.71% | — | 673 | +7,062 | New | Q4 2025 | Feb 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 6,876 | 701 | 0.1% | — | 674 | +6,876 | New | Q4 2025 | Feb 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 6,813 | 694 | 0.02% | 0.02% | 675 | -335 | -4.69% | Q4 2025 | Feb 02, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 6,678 | 681 | 0.18% | 0.18% | 676 | +25 | 0.38% | Q4 2025 | Feb 06, 2026 |
| Corus Family Wealth Advisors | History | Added to | 6,636 | 676 | 0.54% | 0.4% | 677 | +1,179 | 21.61% | Q4 2025 | Feb 04, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 6,582 | 671 | 0.26% | 0.27% | 678 | -760 | -10.35% | Q4 2025 | Feb 17, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 6,509 | 663 | 0.61% | — | 680 | +6,509 | New | Q4 2025 | Feb 27, 2026 |
| Capasso Planning Partners LLC | History | Added to | 6,506 | 663 | 0.36% | 0.39% | 679 | +182 | 2.88% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 5,988 | 659 | 0.04% | 0.04% | 681 | +38 | 0.64% | Q4 2025 | Jan 23, 2026 |
| Slagle Financial, LLC | History | Added to | 6,447 | 657 | 0.23% | 0.23% | 682 | +186 | 2.97% | Q4 2025 | Jan 26, 2026 |
| Triune Financial Partners, LLC | History | Added to | 5,989 | 654 | 0.15% | 0.15% | 683 | +11 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 6,411 | 653 | 0.14% | 0.19% | 684 | -2,307 | -26.46% | Q4 2025 | Jan 22, 2026 |
| Intelligent Financial Strategies | History | No change | 6,383 | 650 | 0.31% | 0.31% | 685 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MARSHALL WACE, LLP | History | New | 6,371 | 649 | 0.0% | — | 686 | +6,371 | New | Q4 2025 | Feb 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | New | 6,250 | 637 | 0.03% | — | 687 | +6,250 | New | Q4 2025 | Feb 13, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 6,173 | 629 | 0.23% | 0.24% | 688 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Lido Advisors, LLC | History | No change | 6,298 | 626 | 0.0% | 0.0% | 689 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,064 | 618 | 0.05% | 0.04% | 690 | +1,008 | 19.94% | Q4 2025 | Jan 26, 2026 |
| M Wealth Management, LLC | History | Reduced | 6,024 | 614 | 0.53% | 0.53% | 691 | -6 | -0.1% | Q4 2025 | Jan 29, 2026 |
| BFI Wealth Solutions, LLC | History | New | 6,000 | 611 | 0.58% | — | 692 | +6,000 | New | Q4 2025 | Feb 19, 2026 |
| Aegis Wealth Management LLC | History | No change | 5,976 | 609 | 0.34% | 0.32% | 693 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 5,968 | 608 | 0.07% | 0.07% | 694 | +236 | 4.12% | Q4 2025 | Jan 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 5,916 | 603 | 0.03% | — | 695 | +5,916 | New | Q4 2025 | Jan 28, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 5,816 | 593 | 0.49% | 0.49% | 696 | +36 | 0.62% | Q4 2025 | Feb 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 5,536 | 591 | 0.13% | 0.11% | 698 | +1,170 | 26.8% | Q4 2025 | Feb 04, 2026 |
| Keel Point, LLC | History | Reduced | 5,796 | 591 | 0.04% | 0.04% | 697 | -197 | -3.29% | Q4 2025 | Feb 12, 2026 |
| Lifestyle Asset Management, Inc. | History | Reduced | 5,763 | 587 | 0.19% | 1.88% | 699 | -49,672 | -89.6% | Q4 2025 | Feb 11, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 5,386 | 586 | 0.18% | 0.18% | 701 | -147 | -2.66% | Q4 2025 | Jan 16, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 5,751 | 586 | 0.0% | 0.0% | 700 | +16 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Oceanside Advisors LLC | History | Added to | 5,739 | 585 | 0.35% | 0.33% | 703 | +449 | 8.49% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,741 | 585 | 0.01% | 0.01% | 702 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 5,735 | 584 | 0.25% | 0.41% | 704 | +220 | 3.99% | Q4 2025 | Feb 13, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 5,733 | 584 | 0.04% | 0.04% | 705 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CONSCIOUS WEALTH INVESTMENTS, LLC | History | Added to | 5,166 | 578 | 0.35% | 0.28% | 706 | +367 | 7.65% | Q4 2025 | Feb 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 5,629 | 574 | 0.05% | 0.05% | 707 | -74 | -1.3% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,619 | 573 | 0.0% | 0.0% | 708 | +684 | 13.86% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 5,619 | 572 | 0.03% | 0.03% | 709 | +1,072 | 23.58% | Q4 2025 | Feb 18, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 5,535 | 564 | 0.07% | 0.07% | 710 | +66 | 1.21% | Q4 2025 | Feb 04, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 5,524 | 563 | 0.06% | 0.08% | 711 | -1,591 | -22.36% | Q4 2025 | Mar 03, 2026 |
| OneAscent Financial Services LLC | History | New | 5,518 | 562 | 0.05% | — | 712 | +5,518 | New | Q4 2025 | Feb 11, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 5,419 | 552 | 0.44% | — | 713 | +5,419 | New | Q4 2025 | Feb 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 5,394 | 550 | 0.02% | — | 714 | +5,394 | New | Q4 2025 | Feb 13, 2026 |
| Financial Symmetry Inc | History | No change | 5,380 | 548 | 0.22% | 0.24% | 715 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 5,313 | 541 | 0.02% | 0.01% | 716 | +1,451 | 37.57% | Q4 2025 | Feb 02, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 5,305 | 540 | 0.19% | 0.21% | 718 | -218 | -3.95% | Q4 2025 | Jan 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 5,303 | 540 | 0.0% | 0.0% | 717 | +56 | 1.07% | Q4 2025 | Feb 13, 2026 |
| Directional Asset Management | History | New | 5,160 | 526 | 0.46% | — | 720 | +5,160 | New | Q4 2025 | Jan 29, 2026 |
| Whelan Financial | History | No change | 5,159 | 526 | 0.16% | 0.16% | 719 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 5,154 | 525 | 0.01% | 0.01% | 721 | +1,454 | 39.3% | Q4 2025 | Feb 04, 2026 |
| Autumn Glory Partners, LLC | History | No change | 5,046 | 514 | 0.18% | 0.21% | 722 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Redwood Park Advisors LLC | History | Added to | 5,022 | 512 | 0.35% | 0.33% | 723 | +18 | 0.36% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,019 | 511 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 4,980 | 507 | 0.02% | 0.02% | 725 | -1,150 | -18.76% | Q4 2025 | Feb 13, 2026 |
| Atlas Wealth LLC | History | No change | 4,934 | 503 | 0.15% | 0.16% | 726 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Entelevest, LLC | History | New | 4,913 | 501 | 0.5% | — | 727 | +4,913 | New | Q4 2025 | Feb 11, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 4,900 | 499 | 0.08% | — | 729 | +4,900 | New | Q4 2025 | Jan 26, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 4,901 | 499 | 0.01% | 0.01% | 728 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 4,884 | 498 | 0.02% | 0.02% | 730 | -415 | -7.83% | Q4 2025 | Feb 09, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 4,854 | 495 | 0.14% | 0.11% | 732 | +1,500 | 44.72% | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Co / SC | History | Added to | 4,860 | 495 | 0.07% | 0.06% | 731 | +705 | 16.97% | Q4 2025 | Feb 12, 2026 |
| Belleair Asset Management, LLC | History | New | 4,756 | 485 | 0.46% | — | 733 | +4,756 | New | Q4 2025 | Jan 30, 2026 |
| Freestone Capital Holdings, LLC | History | New | 4,755 | 484 | 0.01% | — | 734 | +4,755 | New | Q4 2025 | Jan 23, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 4,718 | 481 | 0.14% | 0.15% | 735 | -206 | -4.18% | Q4 2025 | Feb 10, 2026 |
| Tranquilli Financial Advisor LLC | History | New | 4,715 | 480 | 0.28% | — | 736 | +4,715 | New | Q4 2025 | Jan 27, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 4,697 | 478 | 0.05% | — | 737 | +4,697 | New | Q4 2025 | Feb 13, 2026 |
| Landing Point Financial Group, LLC | History | Reduced | 4,665 | 475 | 0.24% | 0.27% | 739 | -609 | -11.55% | Q4 2025 | Feb 11, 2026 |
| Cypress Wealth Services, LLC | History | No change | 4,666 | 475 | 0.07% | 0.08% | 738 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | Added to | 4,650 | 474 | 0.0% | 0.0% | 740 | +959 | 25.98% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 4,635 | 472 | 0.14% | 0.14% | 741 | -160 | -3.34% | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,586 | 467 | 0.01% | 0.01% | 742 | -579 | -11.21% | Q4 2025 | Feb 11, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 4,539 | 462 | 0.23% | 0.24% | 743 | +83 | 1.86% | Q4 2025 | Jan 26, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 4,518 | 460 | 0.06% | 0.06% | 744 | -3 | -0.07% | Q4 2025 | Feb 09, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 4,405 | 449 | 0.04% | 0.04% | 745 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Brickley Wealth Management | History | Added to | 4,350 | 443 | 0.07% | 0.07% | 747 | +48 | 1.12% | Q4 2025 | Jan 29, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 4,347 | 443 | 0.03% | 0.03% | 746 | +1 | 0.02% | Q4 2025 | Feb 13, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 4,270 | 435 | 0.31% | 0.31% | 748 | -2 | -0.05% | Q4 2025 | Jan 07, 2026 |
| Gotham Asset Management, LLC | History | Added to | 4,221 | 430 | 0.0% | 0.0% | 749 | +1,912 | 82.81% | Q4 2025 | Feb 17, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 4,210 | 429 | 0.29% | 0.34% | 750 | -700 | -14.26% | Q4 2025 | Jan 22, 2026 |
| GEN Financial Management, INC. | History | Reduced | 4,188 | 427 | 0.27% | 0.46% | 751 | -1,231 | -22.72% | Q4 2025 | Jan 15, 2026 |
| Vise Technologies, Inc. | History | New | 4,119 | 420 | 0.01% | — | 752 | +4,119 | New | Q4 2025 | Feb 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 4,066 | 414 | 0.03% | 0.03% | 753 | +7 | 0.17% | Q4 2025 | Feb 17, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 4,015 | 409 | 0.21% | 0.24% | 754 | -337 | -7.74% | Q4 2025 | Jan 21, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 3,984 | 406 | 0.07% | 0.08% | 755 | -592 | -12.94% | Q4 2025 | Jan 23, 2026 |
| Legacy Edge Advisors, LLC | History | New | 3,921 | 399 | 0.04% | — | 756 | +3,921 | New | Q4 2025 | Feb 02, 2026 |
| V2 Financial group LLC | History | Added to | 3,911 | 398 | 0.2% | 0.2% | 758 | +236 | 6.42% | Q4 2025 | Jan 21, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 3,905 | 398 | 0.14% | 0.14% | 757 | +15 | 0.39% | Q4 2025 | Jan 09, 2026 |
| Brooklyn Investment Group | History | New | 3,828 | 394 | 0.02% | — | 759 | +3,828 | New | Q4 2025 | Feb 12, 2026 |
| Auxano Advisors, LLC | History | Added to | 3,842 | 391 | 0.08% | 0.06% | 760 | +1,197 | 45.26% | Q4 2025 | Feb 06, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 3,831 | 390 | 0.05% | 0.05% | 761 | +14 | 0.37% | Q4 2025 | Feb 04, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 3,981 | 389 | 0.14% | 0.22% | 763 | -3,040 | -43.3% | Q4 2025 | Jan 09, 2026 |
| COMMERCE BANK | History | Reduced | 3,815 | 389 | 0.0% | 0.0% | 762 | -816 | -17.62% | Q4 2025 | Feb 13, 2026 |
| BCR Wealth Strategies, LLC | History | No change | 3,791 | 386 | 0.13% | 0.13% | 764 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 3,704 | 377 | 0.32% | — | 768 | +3,704 | New | Q4 2025 | Jan 20, 2026 |
| Valmark Advisers, Inc. | History | New | 3,700 | 377 | 0.0% | — | 765 | +3,700 | New | Q4 2025 | Jan 26, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 3,697 | 377 | 0.06% | 0.06% | 766 | +398 | 12.06% | Q4 2025 | Feb 02, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 3,701 | 377 | 0.26% | 0.27% | 767 | -7 | -0.19% | Q4 2025 | Feb 06, 2026 |
| Keystone Financial Group | History | Added to | 3,691 | 376 | 0.03% | 0.03% | 769 | +3 | 0.08% | Q4 2025 | Feb 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 3,632 | 370 | 0.01% | 0.01% | 770 | +690 | 23.45% | Q4 2025 | Jan 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 3,620 | 369 | 0.12% | 0.08% | 771 | +1,212 | 50.33% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,618 | 369 | 0.0% | 0.0% | 772 | -5 | -0.14% | Q4 2025 | Jan 16, 2026 |
| Belvedere Trading LLC | History | Reduced | 3,600 | 367 | 0.0% | 0.0% | 773 | -1,100 | -23.4% | Q4 2025 | Feb 10, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Added to | 3,588 | 365 | 0.11% | 0.11% | 774 | +13 | 0.36% | Q4 2025 | Jan 30, 2026 |
| BIP Wealth, LLC | History | Added to | 3,573 | 364 | 0.01% | 0.02% | 775 | +5 | 0.14% | Q4 2025 | Jan 21, 2026 |
| Cassilly Financial Group LLC | History | New | 3,562 | 363 | 0.32% | — | 776 | +3,562 | New | Q4 2025 | Jan 15, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 3,552 | 362 | 0.11% | 0.11% | 777 | -45 | -1.25% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | New | 3,501 | 357 | 0.0% | — | 778 | +3,501 | New | Q4 2025 | Jan 29, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 3,509 | 357 | 0.14% | 0.14% | 779 | +22 | 0.63% | Q4 2025 | Jan 26, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 3,283 | 356 | 0.01% | 0.01% | 780 | +885 | 36.91% | Q4 2025 | Jan 23, 2026 |
| Madrid Wealth Management, LLC | History | New | 3,477 | 354 | 0.29% | — | 782 | +3,477 | New | Q4 2025 | Feb 02, 2026 |
| Next Level Private LLC | History | Added to | 3,479 | 354 | 0.09% | 0.1% | 781 | +203 | 6.2% | Q4 2025 | Jan 07, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 3,393 | 346 | 0.08% | — | 783 | +3,393 | New | Q4 2025 | Jan 20, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 3,396 | 346 | 0.08% | 0.08% | 784 | -1 | -0.03% | Q4 2025 | Jan 15, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 3,303 | 336 | 0.13% | 0.15% | 785 | -301 | -8.35% | Q4 2025 | Jan 28, 2026 |
| Investment Advisory Group, LLC | History | Added to | 3,211 | 327 | 0.08% | 0.08% | 786 | +361 | 12.67% | Q4 2025 | Jan 23, 2026 |
| Balboa Wealth Partners | History | Reduced | 3,208 | 327 | 0.05% | 0.06% | 787 | -347 | -9.76% | Q4 2025 | Jan 16, 2026 |
| Prosperitas Financial LLC | History | Added to | 3,199 | 326 | 0.13% | 0.13% | 788 | +83 | 2.66% | Q4 2025 | Feb 04, 2026 |
| Newman Dignan & Sheerar, Inc. | History | New | 3,150 | 321 | 0.07% | — | 789 | +3,150 | New | Q4 2025 | Jan 22, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 3,131 | 319 | 0.01% | 0.01% | 790 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 3,120 | 318 | 0.05% | 0.05% | 791 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| W.H. Cornerstone Investments Inc. | History | New | 3,112 | 317 | 0.19% | — | 792 | +3,112 | New | Q4 2025 | Feb 10, 2026 |
| Darden Wealth Group Inc | History | Reduced | 3,100 | 316 | 0.15% | 0.17% | 793 | -100 | -3.13% | Q4 2025 | Feb 09, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 3,087 | 314 | 0.05% | 0.06% | 794 | -697 | -18.42% | Q4 2025 | Feb 10, 2026 |
| Global Trust Wealth Management LLC | History | New | 3,050 | 311 | 0.23% | — | 796 | +3,050 | New | Q4 2025 | Jan 28, 2026 |
| Powers Advisory Group, LLC | History | Reduced | 3,055 | 311 | 0.12% | 0.12% | 795 | -47 | -1.52% | Q4 2025 | Jan 22, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,045 | 310 | 0.03% | 0.03% | 797 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 2,992 | 305 | 0.14% | 0.14% | 798 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Coquina Private Wealth LLC | History | New | 2,990 | 304 | 0.24% | — | 800 | +2,990 | New | Q4 2025 | Jan 29, 2026 |
| Brookstone Capital Management | History | Reduced | 2,986 | 304 | 0.0% | 0.01% | 799 | -2,135 | -41.69% | Q4 2025 | Jan 15, 2026 |