SPDR SERIES TRUST - BIL
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 23,815,971 | 2,176,303 | 0.13% | 0.14% | 1 | -990,206 | -3.99% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 16,434,502 | 1,501,784 | 0.11% | 0.1% | 2 | +27,531 | 0.17% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 13,175,217 | 1,203,951 | 0.33% | 0.35% | 3 | -66,656 | -0.5% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 8,197,313 | 749,070 | 0.12% | 0.11% | 4 | +268,076 | 3.38% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,168,135 | 746,403 | 0.12% | — | 5 | +8,168,135 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,985,142 | 638,302 | 0.12% | 0.12% | 6 | +279,751 | 4.17% | Q4 2025 | Feb 13, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 4,808,345 | 439,386 | 2.84% | 2.97% | 7 | +214,187 | 4.66% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,663,447 | 426,146 | 0.38% | 0.4% | 8 | -128,388 | -2.68% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,617,074 | 421,908 | 0.22% | 0.26% | 9 | +119,959 | 2.67% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,186,242 | 382,538 | 0.12% | 0.12% | 10 | +15,648 | 0.38% | Q4 2025 | Feb 18, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 4,010,468 | 366,476 | 1.1% | 0.88% | 11 | +845,816 | 26.73% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,942,405 | 360,256 | 0.69% | 0.71% | 12 | +133,923 | 3.52% | Q4 2025 | Feb 17, 2026 |
| Capital International Investors | History | Added to | 3,190,426 | 291,509 | 0.05% | 0.04% | 13 | +235,968 | 7.99% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,061,074 | 279,720 | 0.08% | 0.12% | 14 | -1,491,573 | -32.76% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 2,861,381 | 261,472 | 0.29% | 0.28% | 15 | +203,147 | 7.64% | Q4 2025 | Feb 17, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 2,741,333 | 251,031 | 1.75% | 1.64% | 16 | +396,574 | 16.91% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 2,471,078 | 225,807 | 0.61% | 0.78% | 17 | -372,732 | -13.11% | Q4 2025 | Jan 26, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 2,448,032 | 223,694 | 11.61% | 6.23% | 18 | +1,244,528 | 103.41% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 2,305,631 | 210,688 | 2.59% | 2.33% | 19 | +814 | 0.04% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,233,352 | 204,121 | 0.3% | 0.31% | 20 | -175,164 | -7.27% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 1,997,439 | 182,525 | 4.45% | 4.72% | 21 | +12,079 | 0.61% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,695,724 | 154,955 | 0.41% | 0.32% | 22 | +425,185 | 33.46% | Q4 2025 | Feb 05, 2026 |
| BlackRock, Inc. | History | Reduced | 1,587,216 | 145,039 | 0.0% | 0.0% | 23 | -94,176 | -5.6% | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | Added to | 1,570,243 | 143,488 | 2.06% | 1.1% | 24 | +771,605 | 96.62% | Q4 2025 | Feb 02, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,554,738 | 142,071 | 1.08% | 0.74% | 25 | +542,365 | 53.57% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,540,704 | 140,789 | 0.25% | 0.3% | 26 | -149,854 | -8.86% | Q4 2025 | Mar 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,468,207 | 134,157 | 0.03% | 0.03% | 27 | +186,793 | 14.58% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 1,460,447 | 133,455 | 0.27% | 0.24% | 28 | +234,448 | 19.12% | Q4 2025 | Jan 23, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 1,428,135 | 130,502 | 0.57% | 0.65% | 29 | -185,434 | -11.49% | Q4 2025 | Feb 17, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 1,413,002 | 129,120 | 2.84% | 2.66% | 30 | -149,728 | -9.58% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 1,402,978 | 128,204 | 0.47% | 0.12% | 31 | +1,111,106 | 380.68% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 1,395,038 | 127,478 | 0.09% | 0.1% | 32 | +6,034 | 0.43% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,286,215 | 117,534 | 0.04% | 0.02% | 33 | +731,977 | 132.07% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | Reduced | 1,224,459 | 111,891 | 1.99% | 2.4% | 34 | -73,801 | -5.68% | Q4 2025 | Jan 13, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 1,163,796 | 106,347 | 13.64% | 14.5% | 35 | +100,874 | 9.49% | Q4 2025 | Feb 10, 2026 |
| MBL Wealth, LLC | History | Added to | 1,098,043 | 100,339 | 8.04% | 8.55% | 36 | +31,008 | 2.91% | Q4 2025 | Jan 21, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Added to | 1,059,708 | 96,836 | 9.0% | 0.2% | 37 | +1,039,028 | 5024.31% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,056,438 | 96,537 | 0.06% | 0.06% | 38 | +28,218 | 2.74% | Q4 2025 | Feb 10, 2026 |
| Sandhill Capital Partners LLC | History | Added to | 990,791 | 90,538 | 6.45% | 5.96% | 39 | +60,851 | 6.54% | Q4 2025 | Feb 12, 2026 |
| Randolph Co Inc | History | Added to | 967,116 | 88,375 | 8.47% | 3.9% | 40 | +530,150 | 121.33% | Q4 2025 | Feb 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 912,502 | 83,384 | 1.09% | 2.32% | 41 | -830,014 | -47.63% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 907,445 | 82,922 | 0.11% | 0.35% | 42 | -1,918,167 | -67.89% | Q4 2025 | Feb 02, 2026 |
| EAGLE CAPITAL MANAGEMENT LLC | History | Added to | 880,977 | 80,503 | 0.25% | 0.26% | 43 | +6,585 | 0.75% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 878,240 | 80,253 | 0.1% | 0.09% | 44 | +136,958 | 18.48% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 850,601 | 77,727 | 0.37% | 0.45% | 45 | -149,257 | -14.93% | Q4 2025 | Feb 17, 2026 |
| Valence8 US LP | History | Added to | 834,451 | 76,252 | 22.59% | 13.12% | 46 | +417,200 | 99.99% | Q4 2025 | Feb 09, 2026 |
| SPROTT INC. | History | Added to | 830,949 | 75,932 | 2.56% | 2.51% | 47 | +47,028 | 6.0% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 774,549 | 70,778 | 0.17% | 0.18% | 48 | +31,720 | 4.27% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 763,768 | 69,793 | 0.09% | 0.06% | 49 | +249,194 | 48.43% | Q4 2025 | Feb 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 750,239 | 68,556 | 1.19% | 1.77% | 50 | -160,340 | -17.61% | Q4 2025 | Feb 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 738,347 | 67,470 | 0.1% | 0.1% | 51 | +104,849 | 16.55% | Q4 2025 | Feb 18, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 712,283 | 65,088 | 0.11% | 0.07% | 52 | +311,567 | 77.75% | Q4 2025 | Feb 04, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 709,767 | 64,858 | 4.59% | — | 53 | +709,767 | New | Q4 2025 | Jan 21, 2026 |
| Howard Capital Management Inc. | History | Reduced | 703,089 | 64,248 | 0.83% | 1.13% | 54 | -229,599 | -24.62% | Q4 2025 | Jan 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 683,314 | 62,441 | 0.1% | 0.1% | 55 | +21,752 | 3.29% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 682,168 | 62,336 | 0.07% | 0.06% | 56 | +91,591 | 15.51% | Q4 2025 | Feb 06, 2026 |
| Permanens Capital L.P. | History | Added to | 664,112 | 60,686 | 7.91% | 6.04% | 57 | +222,472 | 50.37% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 657,660 | 60,096 | 1.08% | 0.02% | 58 | +647,512 | 6380.69% | Q4 2025 | Jan 16, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 576,488 | 52,679 | 5.48% | 6.24% | 59 | -1,303,047 | -69.33% | Q4 2025 | Jan 13, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 575,014 | 52,596 | 11.84% | 12.07% | 60 | +47,071 | 8.92% | Q4 2025 | Jan 23, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 568,252 | 51,926 | 3.07% | 2.88% | 61 | +22,415 | 4.11% | Q4 2025 | Jan 29, 2026 |
| Acorns Advisers, LLC | History | Added to | 562,960 | 51,443 | 0.39% | 0.4% | 62 | +14,738 | 2.69% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 557,665 | 50,959 | 1.87% | 1.32% | 63 | +194,473 | 53.55% | Q4 2025 | Feb 06, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 543,548 | 49,696 | 2.0% | 2.9% | 64 | -189,482 | -25.85% | Q4 2025 | Jan 09, 2026 |
| Northstar Group, Inc. | History | Added to | 534,815 | 48,871 | 6.66% | 6.86% | 65 | +21,512 | 4.19% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 531,118 | 48,534 | 4.29% | 4.3% | 66 | +8,791 | 1.68% | Q4 2025 | Jan 28, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 522,383 | 47,735 | 0.24% | 0.22% | 67 | +18,845 | 3.74% | Q4 2025 | Feb 09, 2026 |
| EP Wealth Advisors, LLC | History | New | 520,940 | 47,603 | 0.25% | — | 68 | +520,940 | New | Q4 2025 | Feb 18, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 518,073 | 47,341 | 14.25% | 15.73% | 69 | +250,446 | 93.58% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 518,021 | 47,336 | 0.26% | 0.21% | 70 | +126,136 | 32.19% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 490,507 | 44,822 | 0.05% | 0.03% | 71 | +288,101 | 142.34% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 488,000 | 44,593 | 0.12% | 0.06% | 72 | +285,000 | 140.39% | Q4 2025 | Jan 26, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 470,880 | 43,029 | 6.02% | 6.65% | 73 | -32,728 | -6.5% | Q4 2025 | Feb 17, 2026 |
| Second Half Financial Partners, LLC | History | No change | 469,315 | 42,885 | 19.04% | 18.97% | 74 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| &PARTNERS | History | Added to | 466,920 | 42,656 | 0.22% | 0.26% | 75 | +32,875 | 7.57% | Q4 2025 | Feb 17, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 462,338 | 42,248 | 4.27% | 4.04% | 76 | +43,972 | 10.51% | Q4 2025 | Jan 20, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 462,029 | 42,220 | 1.52% | 1.76% | 77 | -55,931 | -10.8% | Q4 2025 | Jan 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 460,727 | 42,101 | 0.6% | 0.32% | 78 | +178,232 | 63.09% | Q4 2025 | Feb 02, 2026 |
| Bell Bank | History | Added to | 441,486 | 40,342 | 1.72% | 1.75% | 79 | +1,374 | 0.31% | Q4 2025 | Jan 14, 2026 |
| Sicart Associates LLC | History | Added to | 439,682 | 40,178 | 10.66% | 10.73% | 80 | +8,000 | 1.85% | Q4 2025 | Jan 14, 2026 |
| Apriem Advisors | History | Added to | 437,425 | 39,971 | 3.67% | 3.58% | 81 | +25,154 | 6.1% | Q4 2025 | Feb 13, 2026 |
| McGuire Investment Group, LLC | History | Added to | 436,252 | 39,864 | 4.26% | 3.51% | 82 | +98,442 | 29.14% | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Reduced | 435,435 | 39,790 | 0.56% | 0.62% | 83 | -28,411 | -6.13% | Q4 2025 | Feb 17, 2026 |
| Gradient Investments LLC | History | Added to | 428,794 | 39,183 | 0.62% | 0.56% | 84 | +62,596 | 17.09% | Q4 2025 | Jan 08, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 422,689 | 38,625 | 10.53% | 13.9% | 85 | -142,753 | -25.25% | Q4 2025 | Feb 17, 2026 |
| Sollinda Capital Management LLC | History | Added to | 419,612 | 38,344 | 9.79% | 9.45% | 86 | +43,688 | 11.62% | Q4 2025 | Jan 15, 2026 |
| 12th Street Asset Management Company, LLC | History | Reduced | 411,463 | 37,599 | 6.2% | 9.23% | 87 | -183,508 | -30.84% | Q4 2025 | Feb 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 410,061 | 37,471 | 1.73% | 1.68% | 88 | +13,568 | 3.42% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 407,901 | 37,273 | 0.4% | 0.43% | 89 | +97,343 | 31.34% | Q4 2025 | Jan 23, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 406,717 | 37,165 | 1.94% | 1.84% | 90 | +40,956 | 11.2% | Q4 2025 | Mar 04, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 396,674 | 36,248 | 0.15% | 0.19% | 91 | -82,508 | -17.22% | Q4 2025 | Feb 12, 2026 |
| Cypress Capital, LLC | History | Added to | 396,462 | 36,228 | 10.14% | 9.18% | 92 | +46,901 | 13.42% | Q4 2025 | Feb 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 395,362 | 36,128 | 0.05% | 0.05% | 93 | +20,657 | 5.51% | Q4 2025 | Feb 10, 2026 |
| Brookstone Capital Management | History | Reduced | 392,883 | 35,901 | 0.41% | 0.49% | 94 | -55,260 | -12.33% | Q4 2025 | Jan 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 392,731 | 35,887 | 0.22% | 0.15% | 95 | +136,215 | 53.1% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Reduced | 391,021 | 35,731 | 0.67% | 0.76% | 96 | -9,318 | -2.33% | Q4 2025 | Feb 03, 2026 |
| Inscription Capital, LLC | History | Added to | 385,448 | 35,222 | 3.62% | 2.46% | 97 | +137,146 | 55.23% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 381,752 | 34,884 | 0.13% | 0.18% | 98 | -47,458 | -11.06% | Q4 2025 | Feb 18, 2026 |
| Capital World Investors | History | Added to | 381,762 | 34,881 | 0.0% | 0.0% | 99 | +99,718 | 35.36% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 380,353 | 34,756 | 0.74% | 0.9% | 100 | -65,775 | -14.74% | Q4 2025 | Feb 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 379,729 | 34,699 | 0.03% | 0.01% | 101 | +297,124 | 359.69% | Q4 2025 | Feb 17, 2026 |
| Twin Lakes Capital Management, LLC | History | Added to | 374,717 | 34,241 | 15.21% | 15.48% | 102 | +9,811 | 2.69% | Q4 2025 | Feb 04, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 359,743 | 32,873 | 0.22% | 0.26% | 103 | -29,830 | -7.66% | Q4 2025 | Feb 17, 2026 |
| Portside Wealth Group, LLC | History | Added to | 357,698 | 32,686 | 4.4% | 3.7% | 104 | +64,855 | 22.15% | Q4 2025 | Jan 21, 2026 |
| North Capital, Inc. | History | Added to | 355,783 | 32,511 | 28.02% | 23.71% | 105 | +21,770 | 6.52% | Q4 2025 | Feb 18, 2026 |
| One Capital Management, LLC | History | Added to | 354,636 | 32,406 | 0.98% | 0.84% | 106 | +68,059 | 23.75% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 352,010 | 32,164 | 0.06% | 0.05% | 107 | +69,913 | 24.78% | Q4 2025 | Feb 05, 2026 |
| Convergence Financial, LLC | History | Added to | 349,230 | 31,912 | 4.66% | 4.77% | 108 | +2,665 | 0.77% | Q4 2025 | Feb 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 348,967 | 31,889 | 1.46% | 1.47% | 109 | +6,876 | 2.01% | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 340,044 | 31,073 | 0.87% | 0.9% | 110 | +182,776 | 116.22% | Q4 2025 | Feb 10, 2026 |
| Nutshell Asset Management Ltd | History | No change | 340,000 | 31,069 | 11.08% | 14.88% | 111 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 338,888 | 30,967 | 1.63% | 1.7% | 112 | -333 | -0.1% | Q4 2025 | Jan 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 338,605 | 30,959 | 0.04% | 0.05% | 113 | +9,384 | 2.85% | Q4 2025 | Jan 08, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 330,702 | 30,219 | 6.73% | 4.43% | 114 | +120,995 | 57.7% | Q4 2025 | Feb 09, 2026 |
| Align Financial, LLC | History | New | 30,076 | 30,076 | 0.02% | — | 115 | +30,076 | New | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 322,727 | 29,490 | 0.24% | 0.33% | 116 | -73,700 | -18.59% | Q4 2025 | Jan 26, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 322,559 | 29,475 | 5.59% | 5.46% | 117 | +2,140 | 0.67% | Q4 2025 | Jan 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 320,473 | 29,284 | 1.36% | 1.48% | 118 | -11,727 | -3.53% | Q4 2025 | Feb 13, 2026 |
| Bison Wealth, LLC | History | New | 319,648 | 29,270 | 3.29% | — | 119 | +319,648 | New | Q4 2025 | Mar 24, 2026 |
| UDINE WEALTH MANAGEMENT, INC. | History | Added to | 317,197 | 28,985 | 13.7% | 13.8% | 120 | +3,774 | 1.2% | Q4 2025 | Jan 16, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 316,769 | 28,959 | 4.89% | 5.24% | 121 | -22,913 | -6.75% | Q4 2025 | Feb 13, 2026 |
| Carrera Capital Advisors | History | Reduced | 314,703 | 28,757 | 4.84% | 5.48% | 122 | -17,993 | -5.41% | Q4 2025 | Jan 30, 2026 |
| Pacific Point Advisors, LLC | History | Added to | 314,325 | 28,723 | 15.38% | 14.21% | 123 | +48,823 | 18.39% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 312,521 | 28,558 | 0.12% | — | 124 | +312,521 | New | Q4 2025 | Feb 05, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 302,987 | 27,686 | 1.76% | 1.9% | 125 | -9,323 | -2.99% | Q4 2025 | Feb 05, 2026 |
| Integrated Advisors Network LLC | History | Added to | 299,727 | 27,389 | 1.21% | 0.97% | 126 | +48,766 | 19.43% | Q4 2025 | Feb 17, 2026 |
| Auour Investments LLC | History | Reduced | 299,070 | 27,328 | 8.69% | 12.46% | 127 | -117,974 | -28.29% | Q4 2025 | Jan 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 298,275 | 27,253 | 0.02% | — | 128 | +298,275 | New | Q4 2025 | Feb 13, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 293,439 | 26,814 | 3.96% | 2.58% | 129 | +110,206 | 60.15% | Q4 2025 | Feb 03, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 292,349 | 26,714 | 2.7% | 3.64% | 130 | -92,885 | -24.11% | Q4 2025 | Jan 09, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 292,069 | 26,688 | 2.31% | 1.76% | 131 | +290,011 | 14091.89% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 288,648 | 26,376 | 0.14% | 0.11% | 132 | +75,066 | 35.15% | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 285,475 | 26,086 | 0.11% | 0.11% | 133 | +19,913 | 7.5% | Q4 2025 | Feb 17, 2026 |
| Marex Group plc | History | Added to | 284,434 | 25,991 | 0.16% | 0.0% | 134 | +280,588 | 7295.58% | Q4 2025 | Feb 12, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 279,437 | 25,610 | 4.3% | 5.99% | 135 | -99,874 | -26.33% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | Reduced | 279,345 | 25,526 | 0.05% | 0.08% | 136 | -54,145 | -16.24% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 279,057 | 25,500 | 0.15% | 0.18% | 137 | +12,388 | 4.65% | Q4 2025 | Feb 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 276,031 | 25,223 | 0.92% | 1.19% | 138 | -224 | -0.08% | Q4 2025 | Feb 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 274,555 | 25,088 | 0.19% | 0.21% | 139 | -842 | -0.31% | Q4 2025 | Jan 14, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 273,683 | 25,009 | 13.06% | 16.2% | 140 | -19,900 | -6.78% | Q4 2025 | Jan 30, 2026 |
| Dean, Jacobson Financial Services, LLC | History | Added to | 273,248 | 24,969 | 15.84% | 17.79% | 141 | +6,453 | 2.42% | Q4 2025 | Feb 03, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 264,593 | 24,178 | 0.35% | 0.4% | 142 | -22,803 | -7.93% | Q4 2025 | Feb 09, 2026 |
| BEACON FINANCIAL GROUP | History | New | 263,157 | 24,047 | 2.39% | — | 143 | +263,157 | New | Q4 2025 | Apr 01, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 258,693 | 23,639 | 5.32% | 5.1% | 144 | +21,987 | 9.29% | Q4 2025 | Jan 12, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 252,462 | 23,100 | 2.59% | 3.78% | 145 | -97,942 | -27.95% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 252,392 | 23,063 | 0.01% | 0.01% | 146 | -34,118 | -11.91% | Q4 2025 | Feb 13, 2026 |
| KEATING INVESTMENT COUNSELORS INC | History | Added to | 251,628 | 22,993 | 6.37% | 6.47% | 147 | +4,529 | 1.83% | Q4 2025 | Jan 30, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 251,294 | 22,963 | 2.19% | 2.31% | 148 | +6,816 | 2.79% | Q4 2025 | Jan 27, 2026 |
| Parkwood LLC | History | Added to | 248,100 | 22,671 | 1.76% | 0.19% | 149 | +225,830 | 1014.05% | Q4 2025 | Feb 17, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 247,357 | 22,603 | 8.36% | 6.75% | 150 | +44,947 | 22.21% | Q4 2025 | Jan 21, 2026 |
| Winch Advisory Services, LLC | History | Added to | 246,342 | 22,510 | 4.98% | 4.96% | 151 | +6,128 | 2.55% | Q4 2025 | Feb 03, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 246,022 | 22,481 | 0.27% | 0.26% | 152 | -72,991 | -22.88% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 242,869 | 22,193 | 0.08% | 0.21% | 153 | -384,743 | -61.3% | Q4 2025 | Feb 06, 2026 |
| Sound Portfolio Advisors, LLC | History | New | 239,342 | 21,871 | 18.37% | — | 154 | +239,342 | New | Q4 2025 | Feb 05, 2026 |
| Banco Santander, S.A. | History | New | 236,938 | 21,651 | 0.16% | — | 155 | +236,938 | New | Q4 2025 | Feb 13, 2026 |
| ALETHEA CAPITAL MANAGEMENT, LLC | History | Reduced | 236,611 | 21,621 | 10.5% | 18.39% | 156 | -75,363 | -24.16% | Q4 2025 | Feb 11, 2026 |
| NorthRock Partners, LLC | History | Reduced | 236,491 | 21,610 | 0.36% | 0.44% | 157 | -27,096 | -10.28% | Q4 2025 | Feb 17, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 233,503 | 21,337 | 1.14% | 1.03% | 158 | -943 | -0.4% | Q4 2025 | Feb 12, 2026 |
| Ebert Capital Management Inc. | History | New | 231,869 | 21,250 | 20.55% | — | 159 | +231,869 | New | Q4 2025 | Feb 04, 2026 |
| Jacobi Capital Management LLC | History | New | 232,489 | 21,244 | 1.23% | — | 160 | +232,489 | New | Q4 2025 | Feb 13, 2026 |
| Night Owl Capital Management, LLC | History | Added to | 227,208 | 20,762 | 2.28% | 1.86% | 161 | +40,767 | 21.87% | Q4 2025 | Feb 13, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 227,016 | 20,744 | 1.37% | 1.18% | 162 | +34,753 | 18.08% | Q4 2025 | Jan 16, 2026 |
| Saratoga Research & Investment Management | History | Reduced | 225,181 | 20,577 | 1.08% | 1.17% | 163 | -20,516 | -8.35% | Q4 2025 | Feb 05, 2026 |
| Hilton Capital Management, LLC | History | Added to | 224,336 | 20,499 | 1.54% | 0.49% | 164 | +158,042 | 238.4% | Q4 2025 | Feb 12, 2026 |
| Hippocratic Financial Advisors, LLC | History | Reduced | 223,947 | 20,464 | 9.43% | 13.02% | 165 | -70,906 | -24.05% | Q4 2025 | Jan 20, 2026 |
| IHT Wealth Management, LLC | History | Added to | 217,913 | 19,912 | 0.48% | 0.41% | 166 | +40,062 | 22.53% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 215,960 | 19,734 | 0.01% | 0.01% | 167 | -26,350 | -10.87% | Q4 2025 | Mar 20, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 215,512 | 19,693 | 1.98% | 1.65% | 168 | +39,123 | 22.18% | Q4 2025 | Jan 26, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 215,455 | 19,688 | 0.26% | 0.24% | 169 | +28,069 | 14.98% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | Added to | 213,105 | 19,473 | 0.35% | 0.36% | 170 | +37,943 | 21.66% | Q4 2025 | Feb 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 212,921 | 19,456 | 0.22% | 0.5% | 171 | -103,962 | -32.81% | Q4 2025 | Jan 29, 2026 |
| Maridea Wealth Management LLC | History | Added to | 212,752 | 19,441 | 2.92% | 2.88% | 172 | +10,896 | 5.4% | Q4 2025 | Jan 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 209,579 | 19,151 | 0.69% | 0.73% | 173 | +527 | 0.25% | Q4 2025 | Jan 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 207,166 | 18,930 | 0.91% | 0.06% | 174 | +197,432 | 2028.27% | Q4 2025 | Feb 12, 2026 |
| RIA Advisory Group LLC | History | Added to | 205,274 | 18,757 | 4.51% | 3.84% | 175 | +41,878 | 25.63% | Q4 2025 | Feb 02, 2026 |
| Strategic Advisors LLC | History | Added to | 203,389 | 18,585 | 2.91% | 2.99% | 176 | +222 | 0.11% | Q4 2025 | Feb 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 203,022 | 18,552 | 0.25% | 0.01% | 177 | +194,614 | 2314.63% | Q4 2025 | Feb 06, 2026 |
| Roundview Capital LLC | History | Added to | 201,209 | 18,386 | 1.13% | 1.11% | 178 | +10,066 | 5.27% | Q4 2025 | Feb 09, 2026 |
| DT Investment Partners, LLC | History | Added to | 198,740 | 18,160 | 1.5% | 1.37% | 179 | +22,099 | 12.51% | Q4 2025 | Feb 10, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 197,615 | 18,058 | 0.14% | — | 180 | +197,615 | New | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 195,835 | 17,895 | 0.04% | 0.04% | 181 | +15,381 | 8.52% | Q4 2025 | Jan 30, 2026 |
| Hofer & Associates. Inc | History | Added to | 194,708 | 17,792 | 9.43% | 10.0% | 182 | +4,364 | 2.29% | Q4 2025 | Jan 15, 2026 |
| Clarkston Capital Partners, LLC | History | Added to | 194,262 | 17,751 | 0.41% | 0.28% | 183 | +54,899 | 39.39% | Q4 2025 | Feb 13, 2026 |
| New Age Alpha Advisors, LLC | History | New | 191,400 | 17,490 | 0.75% | — | 184 | +191,400 | New | Q4 2025 | Feb 09, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 190,738 | 17,429 | 3.77% | 4.55% | 185 | -20,843 | -9.85% | Q4 2025 | Feb 02, 2026 |
| Virtue Capital Management, LLC | History | Added to | 190,602 | 17,424 | 2.68% | 0.06% | 186 | +189,775 | 22947.4% | Q4 2025 | Feb 18, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 189,544 | 17,320 | 0.12% | 0.15% | 187 | -36,306 | -16.08% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 188,700 | 17,243 | 0.04% | 0.05% | 188 | -47,711 | -20.18% | Q4 2025 | Feb 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 187,939 | 17,173 | 1.54% | 1.45% | 189 | +33,621 | 21.79% | Q4 2025 | Jan 30, 2026 |
| Arta Finance Wealth Management LLC | History | New | 187,743 | 17,155 | 8.75% | — | 190 | +187,743 | New | Q4 2025 | Jan 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 186,186 | 17,013 | 0.21% | 0.21% | 191 | +12,996 | 7.5% | Q4 2025 | Jan 29, 2026 |
| High Note Wealth, LLC | History | Added to | 183,952 | 16,809 | 3.29% | 2.9% | 192 | +26,561 | 16.88% | Q4 2025 | Feb 05, 2026 |
| Atria Investments, Inc | History | Added to | 182,110 | 16,641 | 0.19% | 0.14% | 193 | +52,423 | 40.42% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 181,138 | 16,552 | 0.01% | 0.01% | 194 | +27,720 | 18.07% | Q4 2025 | Feb 17, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 180,449 | 16,502 | 2.44% | 3.02% | 195 | -29,414 | -14.02% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 178,753 | 16,334 | 0.07% | 0.08% | 196 | -15,838 | -8.14% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 175,400 | 16,028 | 0.98% | 0.9% | 197 | +18,179 | 11.56% | Q4 2025 | Feb 13, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 174,936 | 15,985 | 5.88% | 5.96% | 198 | +7,085 | 4.22% | Q4 2025 | Feb 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 173,993 | 15,898 | 0.31% | 0.3% | 199 | +11,404 | 7.01% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 172,467 | 15,759 | 0.06% | 0.06% | 200 | -4,552 | -2.57% | Q4 2025 | Jan 29, 2026 |
| Lake Hills Wealth Management, LLC | History | Added to | 172,364 | 15,750 | 8.22% | 3.34% | 201 | +104,151 | 152.68% | Q4 2025 | Jan 07, 2026 |
| NORDEN GROUP LLC | History | Reduced | 172,313 | 15,745 | 1.54% | 2.05% | 202 | -47,189 | -21.5% | Q4 2025 | Jan 13, 2026 |
| Calamos Wealth Management LLC | History | Added to | 171,583 | 15,679 | 0.54% | 0.5% | 203 | +20,362 | 13.47% | Q4 2025 | Jan 29, 2026 |
| Asset One Wealth Management LLC | History | New | 171,447 | 15,668 | 2.15% | — | 204 | +171,447 | New | Q4 2025 | Feb 17, 2026 |
| Family Manage LLC | History | Added to | 170,689 | 15,597 | 1.97% | 0.36% | 205 | +142,404 | 503.46% | Q4 2025 | Feb 17, 2026 |
| Montis Financial, LLC | History | Added to | 169,300 | 15,470 | 3.06% | 0.58% | 206 | +141,825 | 516.2% | Q4 2025 | Feb 11, 2026 |
| YACKTMAN ASSET MANAGEMENT LP | History | New | 167,893 | 15,342 | 0.21% | — | 207 | +167,893 | New | Q4 2025 | Feb 03, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 165,108 | 15,087 | 7.76% | 3.3% | 208 | +101,454 | 159.38% | Q4 2025 | Feb 10, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 162,908 | 14,886 | 2.55% | 2.63% | 209 | -3,006 | -1.81% | Q4 2025 | Jan 26, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 162,248 | 14,826 | 2.19% | 1.93% | 210 | +29,224 | 21.97% | Q4 2025 | Jan 27, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Added to | 161,415 | 14,750 | 3.17% | 2.57% | 211 | +38,842 | 31.69% | Q4 2025 | Jan 29, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Reduced | 161,262 | 14,736 | 1.78% | 2.26% | 212 | -37,502 | -18.87% | Q4 2025 | Jan 29, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 161,112 | 14,722 | 3.54% | 3.15% | 213 | +29,327 | 22.25% | Q4 2025 | Feb 17, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 160,294 | 14,647 | 2.06% | 4.0% | 214 | -114,300 | -41.63% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 159,997 | 14,620 | 0.96% | 0.92% | 215 | +9,541 | 6.34% | Q4 2025 | Jan 22, 2026 |
| ALTFEST L J & CO INC | History | Added to | 159,389 | 14,564 | 1.59% | 1.15% | 216 | +47,230 | 42.11% | Q4 2025 | Jan 23, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 159,088 | 14,537 | 5.65% | 5.44% | 217 | +9,989 | 6.7% | Q4 2025 | Jan 30, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 158,822 | 14,513 | 0.3% | 0.45% | 218 | -54,412 | -25.52% | Q4 2025 | Feb 03, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Added to | 157,737 | 14,414 | 3.04% | 3.06% | 219 | +3,680 | 2.39% | Q4 2025 | Jan 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 156,612 | 14,311 | 0.84% | 0.93% | 220 | +8,135 | 5.48% | Q4 2025 | Feb 10, 2026 |
| Empowered Funds, LLC | History | Added to | 155,033 | 14,166 | 0.24% | 0.01% | 221 | +140,550 | 970.45% | Q4 2025 | Feb 18, 2026 |
| Lumbard & Kellner, LLC | History | Reduced | 153,870 | 14,060 | 4.92% | 5.87% | 222 | -20,016 | -11.51% | Q4 2025 | Feb 03, 2026 |
| MOKAN Wealth Management Inc. | History | Added to | 153,076 | 13,988 | 6.21% | 6.38% | 223 | +14,814 | 10.71% | Q4 2025 | Jan 26, 2026 |
| St. Louis Financial Planners Asset Management, LLC | History | Reduced | 152,474 | 13,933 | 8.56% | 23.68% | 224 | -247,867 | -61.91% | Q4 2025 | Jan 07, 2026 |
| Summit Financial, LLC | History | Added to | 152,425 | 13,928 | 0.2% | 0.16% | 225 | +35,956 | 30.87% | Q4 2025 | Feb 13, 2026 |
| Clearstead Trust, LLC | History | Added to | 151,948 | 13,885 | 2.19% | 2.38% | 226 | +283 | 0.19% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 148,850 | 13,601 | 0.0% | 0.0% | 227 | +49,298 | 49.52% | Q4 2025 | Feb 12, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 148,736 | 13,591 | 5.55% | 3.42% | 228 | +55,426 | 59.4% | Q4 2025 | Jan 26, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 148,461 | 13,566 | 1.67% | 2.53% | 229 | -179,297 | -54.7% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 4,261,682 | 13,463 | 0.02% | 0.02% | 230 | +4,080,998 | 2258.64% | Q4 2025 | Mar 09, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 146,806 | 13,415 | 1.4% | 1.45% | 231 | -1,380 | -0.93% | Q4 2025 | Jan 29, 2026 |
| Zinnia Wealth Advisory, LLC | History | New | 143,676 | 13,129 | 14.2% | — | 232 | +143,676 | New | Q4 2025 | Feb 13, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 143,618 | 13,123 | 2.49% | 2.84% | 233 | -12,788 | -8.18% | Q4 2025 | Jan 22, 2026 |
| J2 Capital Management Inc | History | Reduced | 142,841 | 13,052 | 9.52% | 9.92% | 234 | -802 | -0.56% | Q4 2025 | Jan 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 139,969 | 12,790 | 0.6% | 0.64% | 235 | -19,568 | -12.27% | Q4 2025 | Jan 21, 2026 |
| Treasure Coast Financial Planning | History | Added to | 138,527 | 12,661 | 6.72% | 6.6% | 236 | +9,568 | 7.42% | Q4 2025 | Jan 22, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 138,263 | 12,642 | 5.7% | 7.58% | 237 | -22,316 | -13.9% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 138,131 | 12,622 | 0.14% | 0.16% | 238 | -7,207 | -4.96% | Q4 2025 | Jan 20, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 136,872 | 12,507 | 0.1% | 0.09% | 239 | -3,606 | -2.57% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 136,804 | 12,501 | 0.22% | 0.36% | 240 | -31,717 | -18.82% | Q4 2025 | Feb 09, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 135,585 | 12,389 | 0.91% | 1.17% | 241 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| AllGen Financial Advisors, Inc. | History | Added to | 135,282 | 12,362 | 2.93% | 2.53% | 242 | +22,838 | 20.31% | Q4 2025 | Jan 22, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 133,825 | 12,228 | 1.54% | 1.6% | 243 | +7,287 | 5.76% | Q4 2025 | Jan 15, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 132,744 | 12,130 | 7.17% | 4.51% | 244 | +58,960 | 79.91% | Q4 2025 | Feb 10, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 132,445 | 12,102 | 5.07% | 7.97% | 245 | -72,806 | -35.47% | Q4 2025 | Jan 06, 2026 |
| Trek Financial, LLC | History | Reduced | 132,296 | 12,089 | 0.7% | 0.77% | 246 | -9,630 | -6.79% | Q4 2025 | Feb 04, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 131,171 | 11,986 | 1.76% | 1.78% | 247 | +2,189 | 1.7% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 130,330 | 11,909 | 0.23% | 0.28% | 248 | +3,888 | 3.07% | Q4 2025 | Feb 13, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 130,125 | 11,898 | 5.08% | 5.28% | 249 | +14,310 | 12.36% | Q4 2025 | Feb 17, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 129,915 | 11,871 | 1.67% | 1.74% | 250 | +675 | 0.52% | Q4 2025 | Jan 14, 2026 |
| Advisors Preferred, LLC | History | Added to | 126,040 | 11,522 | 1.88% | 1.45% | 251 | +18,950 | 17.7% | Q4 2025 | Feb 02, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 124,877 | 11,411 | 0.91% | 1.07% | 252 | -3,185 | -2.49% | Q4 2025 | Jan 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 124,385 | 11,366 | 0.13% | 0.12% | 253 | +12,139 | 10.81% | Q4 2025 | Feb 02, 2026 |
| CapWealth Advisors, LLC | History | Added to | 122,988 | 11,238 | 0.77% | 0.65% | 254 | +19,738 | 19.12% | Q4 2025 | Feb 06, 2026 |
| Everstar Asset Management, LLC | History | Added to | 122,611 | 11,204 | 6.01% | 5.59% | 255 | +15,214 | 14.17% | Q4 2025 | Feb 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 121,814 | 11,131 | 0.52% | 0.06% | 256 | +110,079 | 938.04% | Q4 2025 | Jan 12, 2026 |
| Aurora Investment Managers, LLC. | History | Reduced | 121,230 | 11,078 | 6.28% | 6.92% | 257 | -17,418 | -12.56% | Q4 2025 | Jan 08, 2026 |
| TCM Advisors, LLC | History | Added to | 120,284 | 10,991 | 0.84% | 1.07% | 258 | +8,912 | 8.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 120,268 | 10,990 | 0.0% | 0.0% | 259 | -81,982 | -40.53% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 120,040 | 10,969 | 0.38% | 0.34% | 260 | +17,937 | 17.57% | Q4 2025 | Jan 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 159,232 | 10,942 | 0.27% | 0.15% | 261 | +73,347 | 85.4% | Q4 2025 | Feb 11, 2026 |
| VestGen Advisors, LLC | History | Added to | 119,622 | 10,931 | 0.47% | 0.01% | 262 | +115,444 | 2763.14% | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 119,469 | 10,917 | 0.68% | 0.74% | 263 | +7,457 | 6.66% | Q4 2025 | Feb 11, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 117,240 | 10,734 | 2.62% | 2.5% | 264 | +12,596 | 12.04% | Q4 2025 | Jan 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 116,009 | 10,600 | 0.07% | 0.08% | 265 | +10,901 | 10.37% | Q4 2025 | Feb 18, 2026 |
| GM Advisory Group, LLC | History | Reduced | 115,671 | 10,570 | 0.41% | 0.45% | 266 | -525 | -0.45% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Added to | 114,810 | 10,491 | 0.51% | 0.41% | 267 | +5,588 | 5.12% | Q4 2025 | Jan 27, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 113,927 | 10,410 | 1.16% | 1.44% | 268 | -1,920 | -1.66% | Q4 2025 | Feb 11, 2026 |
| Guild Investment Management, Inc. | History | Added to | 113,838 | 10,402 | 7.71% | 7.98% | 269 | +4,305 | 3.93% | Q4 2025 | Jan 21, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 113,081 | 10,333 | 0.19% | 0.32% | 270 | -61,382 | -35.18% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 111,683 | 10,205 | 0.48% | 0.67% | 271 | -29,219 | -20.74% | Q4 2025 | Jan 26, 2026 |
| Lifetime Wealth Management P.C. | History | New | 111,502 | 10,189 | 6.4% | — | 272 | +111,502 | New | Q4 2025 | Mar 25, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 111,386 | 10,178 | 0.25% | 0.0% | 273 | +111,302 | 132502.38% | Q4 2025 | Feb 17, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 111,159 | 10,157 | 0.54% | 0.57% | 274 | +165 | 0.15% | Q4 2025 | Feb 04, 2026 |
| Titan Investment Management LLC | History | New | 111,071 | 10,149 | 9.25% | — | 275 | +111,071 | New | Q4 2025 | Feb 24, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 111,062 | 10,148 | 2.79% | 2.37% | 276 | +16,223 | 17.11% | Q4 2025 | Feb 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 110,639 | 10,110 | 0.0% | 0.0% | 277 | -90,673 | -45.04% | Q4 2025 | Feb 11, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 109,693 | 10,023 | 0.29% | 0.25% | 278 | +18,609 | 20.43% | Q4 2025 | Feb 12, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 109,520 | 10,007 | 3.89% | 5.18% | 279 | -36,094 | -24.79% | Q4 2025 | Feb 17, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 108,643 | 9,927 | 3.14% | 3.2% | 280 | +1,384 | 1.29% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | Added to | 108,587 | 9,922 | 0.01% | 0.01% | 281 | +73,227 | 207.09% | Q4 2025 | Feb 11, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 108,496 | 9,919 | 1.25% | 0.96% | 282 | +29,617 | 37.55% | Q4 2025 | Jan 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 107,504 | 9,824 | 1.11% | 1.85% | 283 | -71,226 | -39.85% | Q4 2025 | Jan 21, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 106,729 | 9,751 | 0.66% | 0.7% | 284 | +4,380 | 4.28% | Q4 2025 | Jan 15, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 105,138 | 9,607 | 1.96% | 1.94% | 285 | +4,859 | 4.85% | Q4 2025 | Jan 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 104,852 | 9,581 | 0.75% | 0.82% | 286 | -2,005 | -1.88% | Q4 2025 | Jan 08, 2026 |
| JT Stratford LLC | History | Reduced | 104,742 | 9,571 | 1.23% | 1.46% | 287 | -13,929 | -11.74% | Q4 2025 | Feb 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 103,303 | 9,439 | 0.05% | 0.05% | 288 | -2,557 | -2.42% | Q4 2025 | Jan 12, 2026 |
| HighRoad Wealth Advisors, LLC | History | New | 102,536 | 9,369 | 8.95% | — | 289 | +102,536 | New | Q4 2025 | Jan 27, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 102,388 | 9,356 | 3.5% | 3.91% | 290 | -9,074 | -8.14% | Q4 2025 | Jan 23, 2026 |
| Teucrium Investment Advisors, LLC | History | New | 102,158 | 9,335 | 10.25% | — | 291 | +102,158 | New | Q4 2025 | Feb 17, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 101,457 | 9,271 | 0.41% | 0.37% | 292 | +15,492 | 18.02% | Q4 2025 | Jan 22, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 101,280 | 9,254 | 0.35% | 1.1% | 293 | -81,809 | -44.68% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 100,095 | 9,151 | 0.07% | — | 294 | +100,095 | New | Q4 2025 | Feb 18, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 100,000 | 9,138 | 1.76% | — | 295 | +100,000 | New | Q4 2025 | Feb 13, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 98,648 | 9,014 | 2.92% | 1.03% | 296 | +64,172 | 186.14% | Q4 2025 | Jan 30, 2026 |
| SFI Advisors, LLC | History | Added to | 97,902 | 8,946 | 5.74% | 4.86% | 297 | +14,747 | 17.73% | Q4 2025 | Feb 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 97,204 | 8,882 | 0.67% | 0.76% | 298 | -3,601 | -3.57% | Q4 2025 | Jan 07, 2026 |
| TKG Advisors, LLC | History | Added to | 96,701 | 8,836 | 3.56% | 3.09% | 299 | +18,120 | 23.06% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 96,501 | 8,818 | 0.22% | 0.22% | 300 | +3,291 | 3.53% | Q4 2025 | Jan 28, 2026 |
| SLT Holdings LLC | History | Reduced | 96,347 | 8,804 | 5.66% | 6.88% | 301 | -19,698 | -16.97% | Q4 2025 | Feb 09, 2026 |
| GenTrust, LLC | History | Reduced | 95,620 | 8,737 | 0.38% | 0.44% | 302 | -8,929 | -8.54% | Q4 2025 | Feb 02, 2026 |
| Boomfish Wealth Group, LLC | History | Reduced | 95,218 | 8,701 | 4.65% | 4.82% | 303 | -2,154 | -2.21% | Q4 2025 | Jan 21, 2026 |
| Trilogy Capital Inc. | History | Reduced | 94,867 | 8,668 | 0.39% | 0.53% | 304 | -29,368 | -23.64% | Q4 2025 | Jan 22, 2026 |
| Malaga Cove Capital, LLC | History | Reduced | 94,483 | 8,633 | 2.99% | 4.17% | 305 | -30,672 | -24.51% | Q4 2025 | Feb 09, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 94,101 | 8,598 | 5.21% | 5.57% | 306 | -961 | -1.01% | Q4 2025 | Jan 09, 2026 |
| Raub Brock Capital Management LP | History | Reduced | 93,861 | 8,577 | 1.91% | 1.88% | 307 | -1,265 | -1.33% | Q4 2025 | Jan 15, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 93,781 | 8,569 | 0.41% | 0.24% | 308 | +38,816 | 70.62% | Q4 2025 | Feb 12, 2026 |
| IFG Advisory, LLC | History | Reduced | 93,328 | 8,528 | 0.37% | 0.44% | 309 | -12,710 | -11.99% | Q4 2025 | Feb 10, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Added to | 93,306 | 8,526 | 2.14% | 1.75% | 310 | +21,513 | 29.97% | Q4 2025 | Feb 12, 2026 |
| G&S Capital LLC | History | Added to | 92,910 | 8,490 | 3.0% | 2.98% | 311 | +5,140 | 5.86% | Q4 2025 | Jan 28, 2026 |
| Sargent Investment Group, LLC | History | Added to | 92,778 | 8,478 | 1.06% | 1.2% | 312 | +1,104 | 1.2% | Q4 2025 | Feb 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 92,622 | 8,463 | 0.14% | 0.12% | 313 | +18,595 | 25.12% | Q4 2025 | Feb 03, 2026 |
| M Holdings Securities, Inc. | History | New | 91,226 | 8,336 | 0.6% | — | 314 | +91,226 | New | Q4 2025 | Feb 11, 2026 |
| MCF Advisors LLC | History | Added to | 91,055 | 8,320 | 0.46% | 0.44% | 315 | +13,282 | 17.08% | Q4 2025 | Feb 11, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 90,878 | 8,304 | 2.72% | 4.5% | 316 | -61,350 | -40.3% | Q4 2025 | Feb 12, 2026 |
| One Day In July LLC | History | Reduced | 90,187 | 8,241 | 0.68% | 0.99% | 317 | -37,162 | -29.18% | Q4 2025 | Feb 04, 2026 |
| Simplicity Wealth,LLC | History | Added to | 88,422 | 8,079 | 0.48% | 0.46% | 318 | +1,225 | 1.4% | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | Added to | 88,102 | 8,050 | 0.05% | 0.05% | 319 | +1,206 | 1.39% | Q4 2025 | Jan 26, 2026 |
| Smart Money Group LLC | History | Reduced | 87,670 | 8,011 | 2.34% | 2.59% | 320 | -7,844 | -8.21% | Q4 2025 | Jan 30, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 87,337 | 7,980 | 1.4% | 1.47% | 321 | -2,580 | -2.87% | Q4 2025 | Feb 09, 2026 |
| Hedeker Wealth, LLC | History | Added to | 87,038 | 7,953 | 1.67% | 1.06% | 322 | +31,458 | 56.6% | Q4 2025 | Jan 23, 2026 |
| Kassira Wealth Management LLC | History | Reduced | 86,633 | 7,916 | 7.51% | 7.87% | 323 | -2,402 | -2.7% | Q4 2025 | Feb 03, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 86,023 | 7,860 | 1.9% | 1.97% | 324 | +1,835 | 2.18% | Q4 2025 | Jan 28, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 85,896 | 7,849 | 0.83% | 1.0% | 325 | -11,961 | -12.22% | Q4 2025 | Jan 09, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 85,234 | 7,789 | 2.18% | 2.23% | 326 | -709 | -0.82% | Q4 2025 | Feb 02, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 84,279 | 7,701 | 5.64% | 5.71% | 327 | -841 | -0.99% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 84,225 | 7,696 | 0.19% | 0.08% | 328 | +49,145 | 140.09% | Q4 2025 | Feb 13, 2026 |
| NDWM LLC | History | Reduced | 83,598 | 7,639 | 5.05% | 5.36% | 329 | -2,555 | -2.97% | Q4 2025 | Feb 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 83,128 | 7,596 | 0.13% | 0.18% | 330 | -24,919 | -23.06% | Q4 2025 | Jan 22, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Reduced | 83,106 | 7,594 | 5.87% | 5.78% | 331 | -1,027 | -1.22% | Q4 2025 | Jan 23, 2026 |
| Quartz Partners, LLC | History | Added to | 82,902 | 7,575 | 2.82% | 2.17% | 332 | +17,610 | 26.97% | Q4 2025 | Feb 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 82,502 | 7,539 | 0.28% | 0.29% | 333 | +3,823 | 4.86% | Q4 2025 | Feb 13, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Added to | 82,293 | 7,519 | 3.18% | 3.23% | 334 | +3,364 | 4.26% | Q4 2025 | Jan 23, 2026 |
| Cairn Investment Group, Inc. | History | New | 80,825 | 7,386 | 3.51% | — | 335 | +80,825 | New | Q4 2025 | Feb 02, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 80,588 | 7,364 | 1.04% | 0.94% | 336 | +15,559 | 23.93% | Q4 2025 | Jan 12, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 79,402 | 7,255 | 1.01% | 0.04% | 337 | +76,500 | 2636.11% | Q4 2025 | Feb 09, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 79,170 | 7,234 | 0.25% | 0.27% | 338 | +3,059 | 4.02% | Q4 2025 | Feb 04, 2026 |
| West Financial Advisors, LLC | History | Reduced | 79,153 | 7,233 | 1.22% | 1.27% | 339 | -4,590 | -5.48% | Q4 2025 | Jan 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 78,562 | 7,178 | 2.09% | 3.59% | 340 | -51,125 | -39.42% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 78,386 | 7,162 | 0.98% | 0.12% | 341 | +69,403 | 772.6% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 77,844 | 7,113 | 0.01% | — | 342 | +77,844 | New | Q4 2025 | Feb 13, 2026 |
| Procyon Advisors, LLC | History | Added to | 77,043 | 7,040 | 0.35% | 0.2% | 343 | +39,769 | 106.69% | Q4 2025 | Jan 07, 2026 |
| Csenge Advisory Group | History | Added to | 76,925 | 7,029 | 0.32% | 0.32% | 344 | +2,981 | 4.03% | Q4 2025 | Feb 06, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 76,666 | 7,005 | 2.53% | 3.29% | 345 | -12,627 | -14.14% | Q4 2025 | Jan 26, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 76,094 | 6,953 | 1.57% | 1.86% | 346 | -11,868 | -13.49% | Q4 2025 | Jan 16, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 75,581 | 6,906 | 0.09% | 0.14% | 347 | -35,679 | -32.07% | Q4 2025 | Feb 09, 2026 |
| Compass Financial Services Inc | History | Reduced | 74,585 | 6,815 | 2.94% | 3.05% | 348 | -480 | -0.64% | Q4 2025 | Feb 27, 2026 |
| Genus Capital Management Inc. | History | Added to | 74,555 | 6,812 | 0.79% | 0.65% | 349 | +13,184 | 21.48% | Q4 2025 | Feb 09, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 74,174 | 6,777 | 0.63% | 0.98% | 350 | -37,963 | -33.85% | Q4 2025 | Feb 11, 2026 |
| Hilltop Holdings Inc. | History | Added to | 74,009 | 6,762 | 0.4% | 0.21% | 351 | +30,195 | 68.92% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 73,965 | 6,758 | 0.01% | 0.01% | 352 | +8,278 | 12.6% | Q4 2025 | Feb 13, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Reduced | 73,653 | 6,730 | 0.74% | 1.87% | 353 | -110,096 | -59.92% | Q4 2025 | Feb 03, 2026 |
| Delta Investment Management, LLC | History | Reduced | 73,497 | 6,716 | 1.17% | 1.3% | 354 | -5,281 | -6.7% | Q4 2025 | Jan 30, 2026 |
| Caitlin John, LLC | History | Added to | 72,422 | 6,617 | 4.33% | 4.47% | 355 | +2,330 | 3.32% | Q4 2025 | Feb 18, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 71,678 | 6,549 | 0.73% | — | 356 | +71,678 | New | Q4 2025 | Feb 13, 2026 |
| RDA Financial Network | History | Added to | 71,640 | 6,546 | 1.58% | 1.45% | 357 | +7,578 | 11.83% | Q4 2025 | Jan 06, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 71,212 | 6,507 | 1.23% | 1.23% | 358 | +218 | 0.31% | Q4 2025 | Feb 12, 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | History | Added to | 71,074 | 6,494 | 2.16% | 1.28% | 359 | +34,579 | 94.75% | Q4 2025 | Jan 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 70,853 | 6,474 | 0.34% | 0.35% | 360 | +3,046 | 4.49% | Q4 2025 | Jan 20, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 70,767 | 6,466 | 4.52% | 4.37% | 361 | +2,032 | 2.96% | Q4 2025 | Feb 04, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 70,643 | 6,455 | 1.38% | 1.56% | 362 | +20,605 | 41.18% | Q4 2025 | Feb 12, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 70,505 | 6,442 | 3.92% | 5.27% | 363 | -14,150 | -16.71% | Q4 2025 | Jan 26, 2026 |
| Gibbs Wealth Management | History | Added to | 70,000 | 6,402 | 1.55% | 1.39% | 364 | +3,152 | 4.72% | Q4 2025 | Jan 23, 2026 |
| Horizon Investments, LLC | History | Added to | 69,140 | 6,318 | 0.08% | 0.08% | 365 | +2,429 | 3.64% | Q4 2025 | Feb 02, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 68,336 | 6,244 | 0.37% | 1.37% | 366 | -188,987 | -73.44% | Q4 2025 | Jan 20, 2026 |
| Baring Financial LLC | History | Added to | 68,221 | 6,234 | 3.79% | 4.21% | 367 | +864 | 1.28% | Q4 2025 | Jan 07, 2026 |
| Long Run Wealth Advisors, LLC | History | Reduced | 67,854 | 6,200 | 1.17% | 1.25% | 368 | -1,483 | -2.14% | Q4 2025 | Feb 02, 2026 |
| Wheelhouse Advisory Group LLC | History | Reduced | 67,032 | 6,124 | 2.33% | 2.65% | 369 | -136 | -0.2% | Q4 2025 | Jan 29, 2026 |
| PALLADIEM, LLC | History | New | 66,021 | 6,032 | 5.72% | — | 370 | +66,021 | New | Q4 2025 | Feb 11, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 65,793 | 6,012 | 0.75% | 0.67% | 371 | +6,195 | 10.39% | Q4 2025 | Jan 29, 2026 |
| Forza Wealth Management, LLC | History | Added to | 65,778 | 6,010 | 2.17% | 2.29% | 372 | +735 | 1.13% | Q4 2025 | Feb 02, 2026 |
| Fjell Capital, LLC | History | Added to | 65,286 | 5,965 | 4.57% | 5.09% | 373 | +2,227 | 3.53% | Q4 2025 | Jan 12, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 65,231 | 5,960 | 3.5% | 3.4% | 374 | +491 | 0.76% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 64,950 | 5,935 | 0.02% | 0.11% | 375 | -242,004 | -78.84% | Q4 2025 | Feb 12, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 64,447 | 5,889 | 1.47% | 1.23% | 376 | +15,212 | 30.9% | Q4 2025 | Feb 13, 2026 |
| CPR Investments Inc. | History | Reduced | 64,242 | 5,870 | 3.94% | 4.15% | 377 | -1,523 | -2.32% | Q4 2025 | Jan 14, 2026 |
| Fortis Capital Management LLC | History | Added to | 64,070 | 5,854 | 0.77% | 0.74% | 378 | +6,637 | 11.56% | Q4 2025 | Feb 13, 2026 |
| PVG ASSET MANAGEMENT CORP | History | New | 64,049 | 5,852 | 12.44% | — | 379 | +64,049 | New | Q4 2025 | Jan 30, 2026 |
| BAILARD, INC. | History | Added to | 64,023 | 5,850 | 0.13% | 0.09% | 380 | +18,644 | 41.09% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | New | 63,957 | 5,844 | 0.17% | — | 381 | +63,957 | New | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 63,831 | 5,832 | 0.28% | 0.31% | 382 | +7,739 | 13.8% | Q4 2025 | Jan 28, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 63,703 | 5,821 | 0.04% | 0.02% | 383 | +25,300 | 65.88% | Q4 2025 | Jan 27, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 63,130 | 5,804 | 2.7% | 2.61% | 384 | +4,170 | 7.07% | Q4 2025 | Jan 22, 2026 |
| Napier Financial, LLC | History | New | 63,340 | 5,788 | 1.45% | — | 385 | +63,340 | New | Q4 2025 | Feb 11, 2026 |
| GFI Investment Counsel Ltd. | History | Reduced | 63,217 | 5,776 | 0.66% | 0.62% | 386 | -1,888 | -2.9% | Q4 2025 | Feb 25, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 62,884 | 5,746 | 0.46% | 0.61% | 387 | -13,108 | -17.25% | Q4 2025 | Feb 12, 2026 |
| Balefire, LLC | History | Added to | 62,530 | 5,713 | 1.11% | 1.0% | 388 | +7,845 | 14.35% | Q4 2025 | Jan 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 62,496 | 5,710 | 0.18% | 0.26% | 389 | +1,979 | 3.27% | Q4 2025 | Jan 20, 2026 |
| Savior LLC | History | Added to | 62,480 | 5,709 | 20.62% | 22.92% | 390 | +6,348 | 11.31% | Q4 2025 | Jan 15, 2026 |
| Tillman Hartley LLC | History | Added to | 62,055 | 5,670 | 1.42% | 1.23% | 391 | +10,418 | 20.18% | Q4 2025 | Feb 13, 2026 |
| SP Asset Management LLC | History | Added to | 61,729 | 5,640 | 0.45% | 0.36% | 392 | +11,788 | 23.6% | Q4 2025 | Jan 28, 2026 |
| Stirlingshire Investments, Inc. | History | New | 61,576 | 5,626 | 4.99% | — | 393 | +61,576 | New | Q4 2025 | Feb 11, 2026 |
| Palouse Capital Management, Inc. | History | Added to | 60,652 | 5,542 | 3.55% | 3.15% | 394 | +6,633 | 12.28% | Q4 2025 | Jan 23, 2026 |
| Alchemi Wealth, LLC | History | New | 60,240 | 5,504 | 3.01% | — | 395 | +60,240 | New | Q4 2025 | Feb 13, 2026 |
| MRWM Advisors, LLC | History | Added to | 60,169 | 5,498 | 2.95% | 2.3% | 396 | +16,081 | 36.47% | Q4 2025 | Jan 26, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 59,658 | 5,451 | 0.73% | 0.72% | 397 | +2,704 | 4.75% | Q4 2025 | Jan 30, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 59,637 | 5,449 | 2.61% | 3.14% | 398 | -16,119 | -21.28% | Q4 2025 | Feb 03, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 59,609 | 5,447 | 8.84% | 6.44% | 399 | -62,052 | -51.0% | Q4 2025 | Jan 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 59,505 | 5,444 | 0.25% | 0.26% | 400 | +11,064 | 22.84% | Q4 2025 | Feb 03, 2026 |
| Sovran Advisors, LLC | History | Reduced | 58,754 | 5,376 | 0.46% | 0.54% | 401 | -8,439 | -12.56% | Q4 2025 | Jan 20, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 58,587 | 5,353 | 0.42% | 0.41% | 402 | +5,579 | 10.52% | Q4 2025 | Feb 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 58,538 | 5,349 | 0.04% | 0.08% | 403 | -47,662 | -44.88% | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | Added to | 57,466 | 5,263 | 0.18% | 0.19% | 404 | +2,371 | 4.3% | Q4 2025 | Jan 27, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Reduced | 57,512 | 5,255 | 2.56% | 2.46% | 405 | -2,837 | -4.7% | Q4 2025 | Feb 13, 2026 |
| CERTUITY, LLC | History | Added to | 57,464 | 5,251 | 0.33% | 0.27% | 406 | +14,923 | 35.08% | Q4 2025 | Jan 30, 2026 |
| AMI ASSET MANAGEMENT CORP | History | Added to | 56,060 | 5,122 | 0.29% | 0.29% | 407 | +171 | 0.31% | Q4 2025 | Jan 23, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 55,999 | 5,117 | 0.42% | 0.85% | 408 | -51,124 | -47.72% | Q4 2025 | Jan 23, 2026 |
| October Effect Ltd | History | Reduced | 55,687 | 5,088 | 5.6% | 15.93% | 409 | -101,858 | -64.65% | Q4 2025 | Jan 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 55,420 | 5,064 | 0.1% | 0.13% | 410 | -13,374 | -19.44% | Q4 2025 | Jan 14, 2026 |
| Spire Wealth Management | History | Added to | 55,293 | 5,052 | 0.17% | 0.04% | 411 | +41,506 | 301.05% | Q4 2025 | Jan 14, 2026 |
| Prostatis Group LLC | History | Added to | 54,763 | 5,004 | 1.19% | 0.65% | 412 | +26,390 | 93.01% | Q4 2025 | Feb 17, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 54,239 | 4,956 | 0.74% | — | 413 | +54,239 | New | Q4 2025 | Feb 03, 2026 |
| Clio Asset Management LLC | History | Reduced | 53,832 | 4,919 | 3.82% | 3.68% | 414 | -235 | -0.43% | Q4 2025 | Jan 16, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 53,484 | 4,887 | 0.39% | 0.41% | 415 | -619 | -1.14% | Q4 2025 | Feb 17, 2026 |
| GK Wealth Management LLC | History | Reduced | 53,354 | 4,875 | 3.23% | 4.01% | 416 | -6,340 | -10.62% | Q4 2025 | Jan 05, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 53,049 | 4,847 | 0.74% | 1.21% | 417 | -30,501 | -36.51% | Q4 2025 | Jan 08, 2026 |
| Biltmore Wealth Management, LLC | History | Added to | 52,881 | 4,832 | 1.82% | 1.84% | 418 | +407 | 0.78% | Q4 2025 | Jan 16, 2026 |
| Kopion Asset Management, LLC | History | Added to | 52,855 | 4,829 | 3.45% | 1.88% | 419 | +21,237 | 67.17% | Q4 2025 | Jan 05, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 52,782 | 4,823 | 0.61% | — | 420 | +52,782 | New | Q4 2025 | Jan 27, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 52,178 | 4,767 | 0.5% | 0.73% | 421 | -19,811 | -27.52% | Q4 2025 | Jan 12, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 52,167 | 4,766 | 1.09% | 1.12% | 422 | -1,039 | -1.95% | Q4 2025 | Jan 16, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 52,125 | 4,763 | 2.9% | 2.77% | 423 | +4,102 | 8.54% | Q4 2025 | Jan 22, 2026 |
| AlphaCore Capital LLC | History | Added to | 51,021 | 4,662 | 0.1% | 0.15% | 424 | +3,939 | 8.37% | Q4 2025 | Feb 05, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 50,943 | 4,655 | 0.01% | 0.02% | 425 | -6,689 | -11.61% | Q4 2025 | Feb 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 50,742 | 4,638 | 0.1% | 0.12% | 426 | -4,255 | -7.74% | Q4 2025 | Jan 08, 2026 |
| Empower Advisory Group, LLC | History | Added to | 50,709 | 4,633 | 0.01% | 0.01% | 427 | +6,610 | 14.99% | Q4 2025 | Feb 12, 2026 |
| J.Safra Asset Management Corp | History | Added to | 50,309 | 4,597 | 0.24% | 0.26% | 428 | +4,046 | 8.75% | Q4 2025 | Feb 11, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 50,106 | 4,578 | 0.21% | 0.2% | 429 | +5,290 | 11.8% | Q4 2025 | Feb 13, 2026 |
| INSIGHT 2811, INC. | History | Added to | 50,060 | 4,574 | 2.02% | 1.96% | 430 | +2,148 | 4.48% | Q4 2025 | Feb 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 49,740 | 4,545 | 0.0% | — | 431 | +49,740 | New | Q4 2025 | Mar 25, 2026 |
| KENNEDY INVESTMENT GROUP | History | Reduced | 49,608 | 4,533 | 1.71% | 1.83% | 432 | -558 | -1.11% | Q4 2025 | Feb 06, 2026 |
| KG&L Capital Management,LLC | History | Reduced | 49,546 | 4,527 | 1.12% | 1.24% | 433 | -809 | -1.61% | Q4 2025 | Jan 23, 2026 |
| Capital Research Global Investors | History | Added to | 49,385 | 4,512 | 0.0% | 0.0% | 434 | +5,170 | 11.69% | Q4 2025 | Feb 11, 2026 |
| CIM, LLC | History | Reduced | 49,362 | 4,510 | 0.59% | 0.62% | 435 | -2,434 | -4.7% | Q4 2025 | Feb 18, 2026 |
| Artesa Financial Group, LLC | History | New | 49,297 | 4,504 | 4.63% | — | 436 | +49,297 | New | Q4 2025 | Feb 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 49,096 | 4,486 | 1.11% | 1.67% | 437 | -21,730 | -30.68% | Q4 2025 | Jan 23, 2026 |
| WESBANCO BANK INC | History | Added to | 48,940 | 4,472 | 0.12% | 0.1% | 438 | +10,320 | 26.72% | Q4 2025 | Feb 03, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 48,790 | 4,458 | 0.33% | 0.25% | 439 | +14,180 | 40.97% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 48,730 | 4,452 | 0.15% | 0.16% | 440 | +639 | 1.33% | Q4 2025 | Jan 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 48,215 | 4,416 | 0.01% | 0.01% | 441 | -548 | -1.12% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 48,221 | 4,406 | 0.1% | 0.11% | 442 | +605 | 1.27% | Q4 2025 | Feb 06, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 48,127 | 4,397 | 1.63% | 1.52% | 443 | +2,650 | 5.83% | Q4 2025 | Feb 13, 2026 |
| Premier Private Wealth Management LLC | History | New | 47,596 | 4,349 | 4.51% | — | 444 | +47,596 | New | Q4 2025 | Feb 11, 2026 |
| Freestate Advisors LLC | History | Reduced | 47,541 | 4,344 | 3.53% | 3.82% | 445 | -2,106 | -4.24% | Q4 2025 | Jan 12, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 47,341 | 4,325 | 3.66% | 4.47% | 446 | -9,554 | -16.79% | Q4 2025 | Feb 18, 2026 |
| Kovack Advisors, Inc. | History | Added to | 47,080 | 4,302 | 0.2% | 0.04% | 447 | +42,905 | 1027.66% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 47,010 | 4,295 | 2.84% | — | 448 | +47,010 | New | Q4 2025 | Feb 17, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 46,989 | 4,293 | 1.56% | 1.78% | 449 | -1,539 | -3.17% | Q4 2025 | Feb 11, 2026 |
| Jordan Park Group LLC | History | Added to | 46,880 | 4,283 | 0.25% | 0.26% | 450 | +21,684 | 86.06% | Q4 2025 | Feb 10, 2026 |
| PSI Advisors, LLC | History | Added to | 47,224 | 4,281 | 1.08% | 1.02% | 451 | +3,986 | 9.22% | Q4 2025 | Feb 09, 2026 |
| Revisor Wealth Management LLC | History | Added to | 46,718 | 4,276 | 1.14% | 1.28% | 452 | +6,328 | 15.67% | Q4 2025 | Jan 27, 2026 |
| IronBridge Private Wealth, LLC | History | No change | 46,516 | 4,267 | 1.35% | 1.35% | 453 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 46,419 | 4,242 | 0.12% | 0.12% | 454 | +7,092 | 18.03% | Q4 2025 | Feb 12, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 46,172 | 4,219 | 0.43% | 0.29% | 455 | +18,350 | 65.95% | Q4 2025 | Feb 06, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 46,150 | 4,217 | 0.4% | 0.48% | 456 | -5,500 | -10.65% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Reduced | 46,091 | 4,211 | 0.05% | 0.07% | 457 | -11,652 | -20.18% | Q4 2025 | Jan 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 45,552 | 4,162 | 0.08% | 0.08% | 458 | +3,294 | 7.79% | Q4 2025 | Jan 07, 2026 |
| Concord Wealth Partners | History | Added to | 45,019 | 4,113 | 0.53% | 0.45% | 459 | +9,254 | 25.87% | Q4 2025 | Jan 29, 2026 |
| Yeomans Consulting Group, Inc. | History | New | 44,547 | 4,070 | 1.19% | — | 460 | +44,547 | New | Q4 2025 | Jan 07, 2026 |
| Core Wealth Partners LLC | History | Reduced | 44,446 | 4,061 | 1.83% | 1.98% | 461 | -2,498 | -5.32% | Q4 2025 | Feb 17, 2026 |
| Matrix Trust Co | History | Added to | 44,196 | 4,039 | 0.67% | 0.37% | 462 | +18,254 | 70.36% | Q4 2025 | Jan 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 44,188 | 4,037 | 0.24% | 0.28% | 463 | -25,425 | -36.52% | Q4 2025 | Jan 30, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 44,176 | 4,036 | 0.47% | 0.56% | 464 | -6,857 | -13.44% | Q4 2025 | Feb 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 44,120 | 4,031 | 0.56% | 0.22% | 465 | +29,293 | 197.57% | Q4 2025 | Jan 21, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 44,042 | 4,024 | 1.53% | 1.57% | 466 | -776 | -1.73% | Q4 2025 | Feb 13, 2026 |
| Unison Advisors LLC | History | Added to | 43,999 | 4,020 | 0.35% | 0.29% | 467 | +9,286 | 26.75% | Q4 2025 | Jan 21, 2026 |
| Clear Trail Advisors, LLC | History | New | 43,950 | 4,016 | 0.93% | — | 468 | +43,950 | New | Q4 2025 | Jan 09, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 43,355 | 3,961 | 2.68% | 0.94% | 469 | +27,909 | 180.69% | Q4 2025 | Feb 04, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 43,251 | 3,952 | 0.03% | 0.02% | 470 | -8,854 | -16.99% | Q4 2025 | Feb 13, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 43,256 | 3,952 | 1.56% | 1.62% | 471 | -2,046 | -4.52% | Q4 2025 | Feb 03, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 43,210 | 3,948 | 0.68% | 0.56% | 472 | +9,461 | 28.03% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 42,918 | 3,921 | 0.34% | 0.33% | 473 | +2,520 | 6.24% | Q4 2025 | Jan 26, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 42,887 | 3,919 | 0.63% | 0.65% | 474 | +3,267 | 8.25% | Q4 2025 | Feb 17, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 42,864 | 3,916 | 2.03% | 2.31% | 475 | -2,268 | -5.03% | Q4 2025 | Jan 29, 2026 |
| Compound Planning, Inc. | History | Added to | 42,820 | 3,912 | 0.11% | 0.12% | 476 | +1,618 | 3.93% | Q4 2025 | Feb 19, 2026 |
| Clarity Financial LLC | History | Reduced | 42,647 | 3,897 | 0.36% | 0.4% | 477 | -1,268 | -2.89% | Q4 2025 | Jan 28, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 42,291 | 3,864 | 1.4% | 2.72% | 478 | -39,645 | -48.39% | Q4 2025 | Jan 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 42,259 | 3,861 | 0.83% | 1.84% | 479 | -49,833 | -54.11% | Q4 2025 | Jan 16, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 42,092 | 3,846 | 0.45% | 0.21% | 480 | +23,809 | 130.22% | Q4 2025 | Jan 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 41,902 | 3,829 | 0.05% | 0.05% | 481 | +1,097 | 2.69% | Q4 2025 | Jan 21, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 41,892 | 3,828 | 1.26% | 1.96% | 482 | -19,240 | -31.47% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 41,604 | 3,801 | 0.02% | 0.02% | 483 | -922 | -2.17% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 41,475 | 3,789 | 0.08% | 0.08% | 484 | +2,278 | 5.81% | Q4 2025 | Feb 05, 2026 |
| Private Advisory Group LLC | History | New | 41,350 | 3,778 | 0.3% | — | 485 | +41,350 | New | Q4 2025 | Jan 15, 2026 |
| HEADINVEST, LLC | History | Added to | 40,981 | 3,744 | 0.74% | 0.75% | 486 | +1,610 | 4.09% | Q4 2025 | Feb 02, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 40,369 | 3,688 | 0.06% | — | 487 | +40,369 | New | Q4 2025 | Feb 13, 2026 |
| TLWM | History | Added to | 40,340 | 3,686 | 0.67% | 0.26% | 488 | +24,277 | 151.14% | Q4 2025 | Jan 12, 2026 |
| Values First Advisors, Inc. | History | Added to | 40,336 | 3,685 | 1.91% | 1.86% | 489 | +2,489 | 6.58% | Q4 2025 | Jan 30, 2026 |
| EVEXIA WEALTH LLC | History | Reduced | 40,251 | 3,682 | 1.03% | 1.58% | 490 | -17,401 | -30.18% | Q4 2025 | Jan 16, 2026 |
| Climber Capital SA | History | New | 68,110 | 3,638 | 2.37% | — | 491 | +68,110 | New | Q4 2025 | Feb 03, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 39,397 | 3,600 | 0.29% | 0.42% | 492 | -8,644 | -17.99% | Q4 2025 | Feb 04, 2026 |
| Pioneer Wealth Management Group | History | Added to | 39,145 | 3,577 | 1.09% | 1.04% | 493 | +3,857 | 10.93% | Q4 2025 | Jan 12, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 39,018 | 3,565 | 3.29% | — | 494 | +39,018 | New | Q4 2025 | Feb 27, 2026 |
| Sierra Legacy Group | History | Reduced | 38,905 | 3,555 | 2.61% | 3.82% | 495 | -17,400 | -30.9% | Q4 2025 | Jan 20, 2026 |
| Patten Group, Inc. | History | Reduced | 38,116 | 3,483 | 0.64% | 0.76% | 496 | -4,619 | -10.81% | Q4 2025 | Jan 23, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 38,023 | 3,474 | 0.72% | 0.89% | 497 | -7,039 | -15.62% | Q4 2025 | Jan 05, 2026 |
| Continuum Advisory, LLC | History | Reduced | 37,730 | 3,447 | 0.35% | 0.37% | 498 | -908 | -2.35% | Q4 2025 | Feb 11, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 37,717 | 3,446 | 1.63% | 5.87% | 499 | -92,729 | -71.09% | Q4 2025 | Feb 06, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 37,563 | 3,432 | 1.07% | 1.17% | 500 | -399 | -1.05% | Q4 2025 | Jan 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 37,479 | 3,424 | 0.08% | 0.07% | 501 | +7,771 | 26.16% | Q4 2025 | Feb 09, 2026 |
| Net Worth Advisory Group | History | Reduced | 37,143 | 3,394 | 0.69% | 1.0% | 502 | -374 | -1.0% | Q4 2025 | Jan 14, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 37,057 | 3,386 | 0.46% | 0.31% | 503 | +13,307 | 56.03% | Q4 2025 | Jan 21, 2026 |
| Strategent Financial, LLC | History | Reduced | 36,896 | 3,371 | 2.13% | 2.91% | 504 | -7,458 | -16.81% | Q4 2025 | Jan 29, 2026 |
| Lakewood Asset Management LLC | History | Reduced | 36,850 | 3,367 | 1.98% | 4.51% | 505 | -44,439 | -54.67% | Q4 2025 | Jan 26, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 36,791 | 3,361 | 0.85% | 1.04% | 506 | -5,511 | -13.03% | Q4 2025 | Feb 03, 2026 |
| CacheTech Inc. | History | Reduced | 36,744 | 3,357 | 0.62% | 0.76% | 507 | -4,354 | -10.59% | Q4 2025 | Feb 18, 2026 |
| PECAUT & CO. | History | Added to | 36,570 | 3,341 | 1.08% | 0.76% | 508 | +10,681 | 41.26% | Q4 2025 | Feb 10, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 36,337 | 3,320 | 0.45% | 0.62% | 509 | -11,630 | -24.25% | Q4 2025 | Jan 23, 2026 |
| Elevate Capital Advisors, LLC | History | Reduced | 35,691 | 3,261 | 2.16% | 4.76% | 510 | -38,691 | -52.02% | Q4 2025 | Jan 23, 2026 |
| Amitell Capital Pte Ltd | History | New | 35,366 | 3,231 | 3.61% | — | 511 | +35,366 | New | Q4 2025 | Feb 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 35,304 | 3,226 | 0.19% | — | 512 | +35,304 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Investment Partners, LLC | History | Reduced | 34,998 | 3,198 | 0.12% | 0.14% | 513 | -1,331 | -3.66% | Q4 2025 | Jan 29, 2026 |
| Pearl Planning LLC | History | New | 34,564 | 3,158 | 1.93% | — | 514 | +34,564 | New | Q4 2025 | Feb 03, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 34,491 | 3,154 | 0.4% | 0.4% | 515 | +1,411 | 4.27% | Q4 2025 | Jan 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 34,472 | 3,150 | 3.28% | 2.57% | 516 | +8,888 | 34.74% | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 34,064 | 3,112 | 0.12% | — | 517 | +34,064 | New | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 33,805 | 3,089 | 0.08% | 0.08% | 518 | +2,462 | 7.86% | Q4 2025 | Feb 17, 2026 |
| Shore Point Advisors, LLC | History | Added to | 33,781 | 3,086 | 1.31% | 1.32% | 519 | +1,194 | 3.66% | Q4 2025 | Jan 23, 2026 |
| MBA Advisors LLC | History | Reduced | 33,759 | 3,084 | 1.24% | 1.62% | 520 | -7,499 | -18.18% | Q4 2025 | Jan 21, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 33,217 | 3,035 | 0.05% | 0.05% | 521 | +435 | 1.33% | Q4 2025 | Feb 11, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 33,031 | 3,018 | 1.75% | 1.63% | 522 | +2,914 | 9.68% | Q4 2025 | Jan 27, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 33,022 | 3,017 | 0.68% | 0.51% | 523 | -3,409 | -9.36% | Q4 2025 | Feb 11, 2026 |
| Portfolio Design Labs, LLC | History | Added to | 32,935 | 3,009 | 0.5% | 0.52% | 524 | +49 | 0.15% | Q4 2025 | Feb 11, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 32,765 | 2,994 | 0.22% | 0.24% | 525 | -63 | -0.19% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 32,730 | 2,990 | 0.06% | 0.08% | 526 | -6,987 | -17.59% | Q4 2025 | Feb 09, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 32,614 | 2,980 | 0.23% | 0.24% | 527 | -2,125 | -6.12% | Q4 2025 | Jan 23, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 32,502 | 2,970 | 0.66% | 1.21% | 528 | -24,213 | -42.69% | Q4 2025 | Feb 04, 2026 |
| Humankind Investments LLC | History | No change | 32,500 | 2,969 | 1.33% | 0.68% | 529 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LPWM LLC | History | Reduced | 32,480 | 2,968 | 0.75% | 0.84% | 530 | -2,010 | -5.83% | Q4 2025 | Jan 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 32,462 | 2,966 | 0.14% | 0.15% | 531 | +1,126 | 3.59% | Q4 2025 | Feb 05, 2026 |
| Worth Asset Management, LLC | History | Reduced | 32,397 | 2,960 | 1.26% | 3.81% | 532 | -59,933 | -64.91% | Q4 2025 | Jan 14, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 32,318 | 2,953 | 2.61% | — | 533 | +32,318 | New | Q4 2025 | Jan 23, 2026 |
| LongView Asset Management LLC | History | Added to | 32,302 | 2,951 | 2.06% | 2.02% | 534 | +441 | 1.38% | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 32,242 | 2,946 | 0.0% | 0.0% | 535 | -6,083 | -15.87% | Q4 2025 | Feb 17, 2026 |
| Tactive Advisors, LLC | History | Reduced | 32,232 | 2,945 | 0.86% | 1.35% | 536 | -19,896 | -38.17% | Q4 2025 | Jan 09, 2026 |
| Stone Wealth Partners | History | New | 32,020 | 2,925 | 2.6% | — | 538 | +32,020 | New | Q4 2025 | Feb 24, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 32,015 | 2,925 | 0.0% | 0.0% | 537 | -1,638 | -4.87% | Q4 2025 | Feb 11, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 32,002 | 2,924 | 0.08% | 0.07% | 539 | +1,391 | 4.54% | Q4 2025 | Jan 28, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 31,892 | 2,914 | 0.04% | 0.04% | 540 | -6,315 | -16.53% | Q4 2025 | Feb 05, 2026 |
| Hardworking Capital Advisors, LLC | History | New | 31,791 | 2,905 | 2.64% | — | 541 | +31,791 | New | Q4 2025 | Feb 12, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 31,785 | 2,904 | 0.27% | 0.14% | 542 | +16,271 | 104.88% | Q4 2025 | Jan 30, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 31,727 | 2,899 | 0.77% | 0.65% | 543 | +6,255 | 24.56% | Q4 2025 | Feb 09, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 31,563 | 2,884 | 0.96% | 1.0% | 544 | -934 | -2.87% | Q4 2025 | Jan 22, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 31,491 | 2,877 | 0.57% | 0.52% | 545 | +3,637 | 13.06% | Q4 2025 | Feb 12, 2026 |
| Cannell & Spears LLC | History | Added to | 31,380 | 2,867 | 0.05% | 0.02% | 546 | +20,269 | 182.42% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 31,293 | 2,859 | 0.05% | 0.07% | 547 | -6,600 | -17.42% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 31,263 | 2,856 | 0.14% | 0.13% | 548 | +1,062 | 3.52% | Q4 2025 | Jan 20, 2026 |
| Westmount Partners, LLC | History | Reduced | 30,984 | 2,831 | 0.71% | 1.37% | 549 | -27,224 | -46.77% | Q4 2025 | Jan 15, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | New | 30,916 | 2,825 | 2.44% | — | 550 | +30,916 | New | Q4 2025 | Jan 23, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 30,861 | 2,820 | 0.26% | 0.27% | 551 | -827 | -2.61% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 30,783 | 2,812 | 0.16% | 0.38% | 552 | -36,678 | -54.37% | Q4 2025 | Feb 04, 2026 |
| Adams Wealth Management | History | Reduced | 30,698 | 2,805 | 0.6% | 0.7% | 553 | -4,699 | -13.28% | Q4 2025 | Feb 18, 2026 |
| Sherman Wealth Management LLC | History | New | 29,993 | 2,740 | 2.38% | — | 554 | +29,993 | New | Q4 2025 | Jan 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 29,862 | 2,728 | 0.04% | 0.04% | 555 | +656 | 2.25% | Q4 2025 | Feb 05, 2026 |
| PORTLAND INVESTMENT COUNSEL INC. | History | Reduced | 29,821 | 2,725 | 0.82% | 0.31% | 556 | -2,000 | -6.29% | Q4 2025 | Feb 12, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 29,810 | 2,724 | 1.58% | 1.32% | 557 | +8,621 | 40.69% | Q4 2025 | Feb 05, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 29,789 | 2,722 | 0.39% | 0.28% | 558 | +10,651 | 55.65% | Q4 2025 | Feb 09, 2026 |
| GTS SECURITIES LLC | History | Reduced | 29,602 | 2,705 | 0.09% | 0.73% | 559 | -178,492 | -85.77% | Q4 2025 | Feb 13, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 29,602 | 2,705 | 0.49% | 0.64% | 560 | -7,160 | -19.48% | Q4 2025 | Feb 05, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 29,252 | 2,676 | 0.19% | 0.51% | 561 | -51,792 | -63.91% | Q4 2025 | Jan 15, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 29,252 | 2,673 | 0.21% | 0.25% | 562 | -528 | -1.77% | Q4 2025 | Feb 11, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 29,159 | 2,664 | 0.87% | 0.33% | 563 | +18,522 | 174.13% | Q4 2025 | Feb 05, 2026 |
| LVW Advisors, LLC | History | Reduced | 29,118 | 2,660 | 0.27% | 0.47% | 564 | -20,853 | -41.73% | Q4 2025 | Jan 14, 2026 |
| Encompass More Asset Management | History | Reduced | 28,964 | 2,646 | 0.49% | 0.64% | 565 | -7,503 | -20.57% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 28,843 | 2,635 | 0.04% | 0.04% | 566 | +1,889 | 7.01% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 28,608 | 2,614 | 0.01% | 0.01% | 567 | +4,074 | 16.61% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 28,539 | 2,607 | 0.19% | 0.21% | 568 | -444 | -1.53% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 28,394 | 2,594 | 0.0% | 0.0% | 569 | -5,348 | -15.85% | Q4 2025 | Feb 13, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 28,101 | 2,567 | 0.26% | 0.28% | 570 | -9 | -0.03% | Q4 2025 | Feb 06, 2026 |
| Macco Financial Group, Inc. | History | New | 27,927 | 2,551 | 2.19% | — | 571 | +27,927 | New | Q4 2025 | Feb 24, 2026 |
| Signet Private Wealth LLC | History | New | 27,338 | 2,498 | 2.39% | — | 572 | +27,338 | New | Q4 2025 | Feb 11, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 27,028 | 2,469 | 0.26% | 0.23% | 573 | +9,037 | 50.23% | Q4 2025 | Feb 17, 2026 |
| Beacon Wealthcare LLC | History | Added to | 26,593 | 2,430 | 0.83% | 0.76% | 574 | +2,987 | 12.65% | Q4 2025 | Jan 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 26,535 | 2,424 | 0.18% | 0.22% | 575 | -4,316 | -13.99% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 26,435 | 2,415 | 0.0% | 0.0% | 576 | +23,005 | 670.7% | Q4 2025 | Feb 12, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 25,378 | 2,319 | 0.71% | 0.76% | 577 | -332 | -1.29% | Q4 2025 | Jan 26, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 25,160 | 2,299 | 0.49% | 0.73% | 578 | -9,566 | -27.55% | Q4 2025 | Feb 10, 2026 |
| Mattson Financial Services, LLC | History | Added to | 25,064 | 2,290 | 0.53% | 0.45% | 579 | +4,585 | 22.39% | Q4 2025 | Feb 12, 2026 |
| THOR TRADING ADVISORS, LLC | History | New | 24,967 | 2,281 | 0.95% | — | 580 | +24,967 | New | Q4 2025 | Feb 12, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 24,715 | 2,258 | 1.73% | 1.93% | 581 | -273 | -1.09% | Q4 2025 | Jan 26, 2026 |
| Curi Capital, LLC | History | Reduced | 24,622 | 2,249 | 0.04% | 0.05% | 582 | -5,402 | -17.99% | Q4 2025 | Feb 17, 2026 |
| Andina Capital Management, LLC | History | Added to | 24,497 | 2,238 | 1.35% | 1.17% | 583 | +2,004 | 8.91% | Q4 2025 | Feb 12, 2026 |
| Scarborough Advisors, LLC | History | Added to | 24,380 | 2,227 | 0.38% | 0.12% | 584 | +16,891 | 225.54% | Q4 2025 | Feb 17, 2026 |
| WealthCare Asset Management, LLC | History | New | 24,261 | 2,218 | 1.4% | — | 585 | +24,261 | New | Q4 2025 | Feb 17, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 24,252 | 2,216 | 0.41% | 0.54% | 586 | +2,123 | 9.59% | Q4 2025 | Jan 26, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 24,066 | 2,199 | 0.85% | 11.43% | 587 | -346,257 | -93.5% | Q4 2025 | Feb 17, 2026 |
| ZEGA Investments, LLC | History | Reduced | 24,021 | 2,195 | 0.26% | 0.56% | 588 | -21,777 | -47.55% | Q4 2025 | Jan 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 23,876 | 2,181 | 1.73% | — | 589 | +23,876 | New | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 23,852 | 2,179 | 0.08% | 0.08% | 590 | +1,777 | 8.05% | Q4 2025 | Jan 21, 2026 |
| NWAM LLC | History | Added to | 23,749 | 2,175 | 0.12% | 0.11% | 591 | +2,177 | 10.09% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Planning, LLC | History | New | 24,144 | 2,142 | 0.5% | — | 592 | +24,144 | New | Q4 2025 | Mar 17, 2026 |
| Balance Wealth, LLC | History | Added to | 23,401 | 2,138 | 0.69% | 0.42% | 593 | +5,037 | 27.43% | Q4 2025 | Jan 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 23,088 | 2,109 | 0.07% | 0.07% | 594 | +2,178 | 10.42% | Q4 2025 | Feb 13, 2026 |
| NWF Advisory Services Inc. | History | Added to | 22,964 | 2,098 | 0.23% | 0.23% | 595 | +312 | 1.38% | Q4 2025 | Mar 03, 2026 |
| COMMERCE BANK | History | New | 22,699 | 2,074 | 0.01% | — | 596 | +22,699 | New | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 22,661 | 2,070 | 0.56% | 0.83% | 597 | +1,051 | 4.86% | Q4 2025 | Feb 09, 2026 |
| Bricktown Capital, LLC | History | No change | 22,496 | 2,055 | 0.35% | 0.34% | 598 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 22,441 | 2,050 | 2.15% | 3.09% | 599 | -19,455 | -46.44% | Q4 2025 | Jan 23, 2026 |
| Foguth Wealth Management, LLC. | History | New | 22,372 | 2,045 | 0.32% | — | 600 | +22,372 | New | Q4 2025 | Jan 05, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 22,329 | 2,040 | 0.8% | 0.28% | 601 | +14,924 | 201.54% | Q4 2025 | Jan 27, 2026 |
| Neuberger Berman Group LLC | History | New | 22,150 | 2,024 | 0.0% | — | 602 | +22,150 | New | Q4 2025 | Feb 13, 2026 |
| Copley Financial Group, Inc. | History | Added to | 22,135 | 2,022 | 1.25% | 1.26% | 603 | +2,073 | 10.33% | Q4 2025 | Feb 17, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Added to | 22,000 | 2,010 | 0.96% | 0.82% | 604 | +2,000 | 10.0% | Q4 2025 | Feb 03, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 21,841 | 1,995 | 0.02% | 0.02% | 605 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 21,769 | 1,989 | 0.17% | 0.34% | 606 | -19,868 | -47.72% | Q4 2025 | Feb 09, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 21,622 | 1,975 | 0.1% | 0.13% | 607 | -3,408 | -13.62% | Q4 2025 | Jan 23, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 21,431 | 1,958 | 1.72% | — | 608 | +21,431 | New | Q4 2025 | Feb 18, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 21,365 | 1,952 | 0.0% | 0.0% | 609 | -5,552 | -20.63% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Reduced | 21,214 | 1,938 | 0.0% | 0.01% | 610 | -24,847 | -53.94% | Q4 2025 | Feb 13, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 21,098 | 1,927 | 0.2% | 0.2% | 611 | +434 | 2.1% | Q4 2025 | Jan 20, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 21,018 | 1,920 | 1.37% | 1.44% | 612 | +1,941 | 10.17% | Q4 2025 | Feb 10, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 20,925 | 1,915 | 0.06% | 0.08% | 613 | -3,848 | -15.53% | Q4 2025 | Jan 23, 2026 |
| Bank of New York Mellon Corp | History | Added to | 20,946 | 1,914 | 0.0% | 0.0% | 614 | +4,303 | 25.85% | Q4 2025 | Feb 10, 2026 |
| Black Swift Group, LLC | History | Added to | 19,110 | 1,906 | 0.32% | 0.25% | 615 | +3,860 | 25.31% | Q4 2025 | Feb 10, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 20,680 | 1,889 | 0.02% | 0.03% | 616 | -3,929 | -15.97% | Q4 2025 | Jan 21, 2026 |
| BayBridge Capital Group, LLC | History | Added to | 20,612 | 1,883 | 1.17% | 1.06% | 617 | +2,474 | 13.64% | Q4 2025 | Jan 16, 2026 |
| GatePass Capital, LLC | History | Reduced | 20,500 | 1,873 | 0.97% | 1.24% | 619 | -2,825 | -12.11% | Q4 2025 | Feb 09, 2026 |
| Brookwood Investment Group LLC | History | Added to | 20,503 | 1,873 | 0.22% | 0.22% | 618 | +2,042 | 11.06% | Q4 2025 | Jan 22, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 20,475 | 1,871 | 0.22% | 0.28% | 620 | +2,823 | 15.99% | Q4 2025 | Feb 13, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 20,434 | 1,867 | 0.25% | — | 621 | +20,434 | New | Q4 2025 | Feb 10, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 19,982 | 1,825 | 0.42% | 0.55% | 622 | -5,477 | -21.51% | Q4 2025 | Feb 05, 2026 |
| WESPAC Advisors, LLC | History | Added to | 19,824 | 1,811 | 0.98% | 0.24% | 623 | +15,317 | 339.85% | Q4 2025 | Jan 14, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Reduced | 19,824 | 1,811 | 1.26% | 1.51% | 624 | -1,652 | -7.69% | Q4 2025 | Jan 27, 2026 |
| Golden Reserve Retirement LLC | History | Added to | 19,733 | 1,803 | 0.33% | 0.07% | 625 | +16,705 | 551.68% | Q4 2025 | Jan 29, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Added to | 19,679 | 1,798 | 0.6% | 0.6% | 626 | +246 | 1.27% | Q4 2025 | Feb 09, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Reduced | 19,555 | 1,787 | 1.69% | 1.39% | 627 | -1,253 | -6.02% | Q4 2025 | Jan 13, 2026 |
| Diligent Investors, LLC | History | Added to | 19,500 | 1,781 | 0.44% | 0.22% | 628 | +10,000 | 105.26% | Q4 2025 | Jan 23, 2026 |
| EASTERN BANK | History | Reduced | 19,369 | 1,769 | 0.03% | 0.03% | 629 | -835 | -4.13% | Q4 2025 | Jan 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 19,296 | 1,763 | 0.19% | 0.16% | 630 | +3,485 | 22.04% | Q4 2025 | Jan 20, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 19,254 | 1,759 | 0.17% | 0.24% | 631 | -5,756 | -23.01% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 19,229 | 1,757 | 0.12% | 0.15% | 632 | -1,034 | -5.1% | Q4 2025 | Feb 03, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 19,207 | 1,755 | 0.15% | 0.15% | 633 | -171 | -0.88% | Q4 2025 | Jan 15, 2026 |
| Americana Partners, LLC | History | Added to | 19,136 | 1,748 | 0.05% | 0.04% | 634 | +5,883 | 44.39% | Q4 2025 | Feb 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 18,599 | 1,699 | 0.2% | 0.21% | 635 | -530 | -2.77% | Q4 2025 | Feb 13, 2026 |
| Carr Financial Group Corp | History | Reduced | 18,485 | 1,689 | 0.45% | 1.33% | 636 | -34,482 | -65.1% | Q4 2025 | Jan 09, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 18,418 | 1,683 | 0.22% | 0.27% | 637 | -3,255 | -15.02% | Q4 2025 | Feb 05, 2026 |
| Entruity Wealth, LLC | History | Added to | 18,400 | 1,681 | 1.2% | 1.3% | 638 | +171 | 0.94% | Q4 2025 | Feb 03, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 18,390 | 1,680 | 0.39% | 0.31% | 640 | +612 | 3.44% | Q4 2025 | Feb 17, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 18,387 | 1,680 | 0.17% | 0.18% | 639 | -161 | -0.87% | Q4 2025 | Jan 27, 2026 |
| Private Wealth Group, LLC | History | Reduced | 17,929 | 1,638 | 0.79% | 7.24% | 641 | -140,575 | -88.69% | Q4 2025 | Jan 12, 2026 |
| Betterment LLC | History | Added to | 17,797 | 1,626 | 0.0% | 0.0% | 642 | +2,168 | 13.87% | Q4 2025 | Feb 12, 2026 |
| Traub Capital Management LLC | History | Added to | 17,794 | 1,626 | 1.56% | 1.61% | 643 | +68 | 0.38% | Q4 2025 | Jan 29, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 17,655 | 1,613 | 0.19% | 0.21% | 644 | -1,915 | -9.79% | Q4 2025 | Feb 02, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 17,627 | 1,610 | 0.31% | 0.27% | 645 | +91 | 0.52% | Q4 2025 | Jan 28, 2026 |
| Eddie Patel Inc | History | New | 17,602 | 1,608 | 1.2% | — | 646 | +17,602 | New | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 17,566 | 1,605 | 0.08% | 0.03% | 647 | +11,759 | 202.5% | Q4 2025 | Feb 11, 2026 |
| Axim Planning & Wealth | History | Added to | 17,572 | 1,605 | 1.69% | 0.71% | 648 | +7,816 | 80.11% | Q4 2025 | Feb 13, 2026 |
| Choate Investment Advisors | History | Reduced | 17,531 | 1,601 | 0.03% | 0.04% | 649 | -3,490 | -16.6% | Q4 2025 | Feb 09, 2026 |
| Naviter Wealth, LLC | History | Added to | 17,436 | 1,593 | 0.21% | 0.09% | 650 | +9,205 | 111.83% | Q4 2025 | Jan 21, 2026 |
| Regal Investment Advisors LLC | History | Added to | 17,421 | 1,591 | 0.1% | 0.04% | 651 | +11,310 | 185.08% | Q4 2025 | Feb 17, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 17,050 | 1,558 | 0.93% | 0.64% | 652 | +5,753 | 50.93% | Q4 2025 | Jan 12, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 16,939 | 1,547 | 0.05% | 0.02% | 653 | +9,220 | 119.45% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 16,795 | 1,537 | 0.07% | 0.12% | 654 | -6,394 | -27.57% | Q4 2025 | Jan 21, 2026 |
| Hara Capital LLC | History | Added to | 16,814 | 1,536 | 0.85% | 0.78% | 655 | +2,427 | 16.87% | Q4 2025 | Jan 15, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 16,780 | 1,533 | 0.5% | 0.43% | 656 | +3,956 | 30.85% | Q4 2025 | Feb 12, 2026 |
| Colonial River Investments, LLC | History | Reduced | 16,613 | 1,518 | 0.54% | 0.66% | 657 | -2,862 | -14.7% | Q4 2025 | Feb 04, 2026 |
| Broussard Financial Group LLC | History | New | 16,484 | 1,506 | 1.22% | — | 658 | +16,484 | New | Q4 2025 | Feb 02, 2026 |
| SVB WEALTH LLC | History | Reduced | 16,489 | 1,506 | 0.09% | 0.08% | 659 | -291 | -1.73% | Q4 2025 | Feb 04, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 16,474 | 1,505 | 0.27% | 0.02% | 660 | +1,710 | 11.58% | Q4 2025 | Mar 04, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 16,407 | 1,499 | 0.47% | 0.55% | 661 | -8,781 | -34.86% | Q4 2025 | Feb 02, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 16,364 | 1,495 | 0.08% | 0.09% | 662 | +1,456 | 9.77% | Q4 2025 | Jan 26, 2026 |
| SEI INVESTMENTS CO | History | Added to | 16,330 | 1,492 | 0.0% | 0.0% | 663 | +10,318 | 171.62% | Q4 2025 | Feb 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 16,320 | 1,491 | 0.1% | 0.05% | 664 | +7,662 | 88.5% | Q4 2025 | Feb 05, 2026 |
| RiverTree Advisors, LLC | History | Reduced | 16,232 | 1,483 | 0.95% | 1.67% | 665 | -12,165 | -42.84% | Q4 2025 | Jan 15, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 16,163 | 1,476 | 0.45% | 0.49% | 666 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 15,897 | 1,452 | 0.77% | — | 667 | +15,897 | New | Q4 2025 | Feb 23, 2026 |
| National Wealth Management Group, LLC | History | Added to | 15,877 | 1,450 | 0.5% | 0.46% | 668 | +2,709 | 20.57% | Q4 2025 | Jan 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 15,699 | 1,434 | 0.0% | 0.01% | 669 | -176,455 | -91.83% | Q4 2025 | Feb 10, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 15,510 | 1,417 | 0.45% | 0.79% | 670 | -8,775 | -36.13% | Q4 2025 | Jan 08, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 15,471 | 1,413 | 0.91% | 0.47% | 671 | +7,574 | 95.91% | Q4 2025 | Feb 04, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 15,440 | 1,410 | 0.2% | 0.26% | 672 | -3,615 | -18.97% | Q4 2025 | Jan 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 15,401 | 1,407 | 0.04% | 0.02% | 673 | +6,262 | 68.52% | Q4 2025 | Jan 23, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 15,391 | 1,406 | 0.1% | — | 674 | +15,391 | New | Q4 2025 | Feb 17, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 15,353 | 1,402 | 0.51% | 0.53% | 675 | +290 | 1.93% | Q4 2025 | Feb 04, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 15,337 | 1,401 | 0.82% | 0.74% | 676 | +1,469 | 10.59% | Q4 2025 | Jan 21, 2026 |
| Plan Group Financial, LLC | History | Added to | 15,168 | 1,386 | 0.36% | 0.34% | 677 | +1,510 | 11.06% | Q4 2025 | Feb 03, 2026 |
| Souders Financial Advisors | History | Added to | 15,105 | 1,380 | 0.16% | 0.16% | 678 | +311 | 2.1% | Q4 2025 | Feb 02, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 15,000 | 1,370 | 0.02% | 0.02% | 679 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Retireful, LLC | History | Reduced | 14,966 | 1,367 | 1.71% | 3.45% | 680 | -23,902 | -61.5% | Q4 2025 | Jan 15, 2026 |
| Collier Financial | History | Added to | 14,946 | 1,365 | 1.03% | 0.98% | 681 | +718 | 5.05% | Q4 2025 | Feb 12, 2026 |
| First Citizens Financial Corp | History | Added to | 14,931 | 1,364 | 0.67% | 0.46% | 682 | +4,685 | 45.73% | Q4 2025 | Jan 06, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 14,815 | 1,353 | 0.29% | 0.23% | 683 | +3,278 | 28.41% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 14,723 | 1,345 | 0.0% | 0.0% | 684 | -322 | -2.14% | Q4 2025 | Jan 30, 2026 |
| Brown Financial Advisors | History | Added to | 14,635 | 1,337 | 0.49% | 0.46% | 685 | +1,183 | 8.79% | Q4 2025 | Feb 17, 2026 |
| Ramiah Investment Group | History | Reduced | 14,604 | 1,334 | 1.31% | 3.73% | 686 | -26,508 | -64.48% | Q4 2025 | Jan 28, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 14,525 | 1,327 | 0.01% | 0.01% | 687 | -50 | -0.34% | Q4 2025 | Feb 09, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 14,435 | 1,319 | 0.3% | 0.31% | 688 | -757 | -4.98% | Q4 2025 | Jan 21, 2026 |
| Verum Partners LLC | History | Added to | 14,391 | 1,315 | 0.27% | 0.18% | 689 | +5,400 | 60.06% | Q4 2025 | Jan 14, 2026 |
| Third View Private Wealth, LLC | History | New | 14,158 | 1,293 | 0.17% | — | 690 | +14,158 | New | Q4 2025 | Jan 23, 2026 |
| Momentum Wealth Planning, LLC | History | Reduced | 13,919 | 1,271 | 0.99% | 1.64% | 691 | -9,014 | -39.31% | Q4 2025 | Jan 28, 2026 |
| Beacon Bank & Trust | History | Reduced | 13,908 | 1,270 | 0.26% | 0.4% | 692 | -6,421 | -31.59% | Q4 2025 | Feb 17, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 13,711 | 1,252 | 0.86% | 0.87% | 693 | -44 | -0.32% | Q4 2025 | Jan 21, 2026 |
| SB Capital Management Inc | History | New | 13,691 | 1,251 | 0.46% | — | 694 | +13,691 | New | Q4 2025 | Feb 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 13,671 | 1,249 | 0.0% | 0.01% | 695 | -12,982 | -48.71% | Q4 2025 | Feb 17, 2026 |
| Sequent Planning LLC | History | Added to | 13,619 | 1,244 | 0.32% | 0.34% | 697 | +641 | 4.94% | Q4 2025 | Feb 05, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 13,622 | 1,244 | 0.04% | 0.04% | 696 | -74 | -0.54% | Q4 2025 | Jan 06, 2026 |
| Falcon Wealth Planning | History | Reduced | 13,581 | 1,241 | 0.1% | 0.12% | 698 | -934 | -6.43% | Q4 2025 | Feb 03, 2026 |
| Arlington Trust Co LLC | History | Added to | 13,580 | 1,240 | 0.13% | 0.19% | 699 | +2,057 | 17.85% | Q4 2025 | Jan 30, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 13,554 | 1,238 | 0.07% | 0.05% | 700 | +3,396 | 33.43% | Q4 2025 | Jan 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 13,528 | 1,236 | 0.08% | 0.08% | 701 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 13,508 | 1,234 | 0.03% | — | 702 | +13,508 | New | Q4 2025 | Feb 17, 2026 |
| Castleview Partners, LLC | History | Reduced | 13,491 | 1,232 | 0.61% | 0.91% | 703 | -4,786 | -26.19% | Q4 2025 | Jan 12, 2026 |
| DORVAL Corp | History | Added to | 13,417 | 1,226 | 0.39% | 0.31% | 704 | +3,055 | 29.48% | Q4 2025 | Jan 26, 2026 |
| Rockport Wealth LLC | History | No change | 13,387 | 1,223 | 0.24% | 0.25% | 705 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Reduced | 13,368 | 1,221 | 0.02% | 0.03% | 706 | -1,897 | -12.43% | Q4 2025 | Mar 12, 2026 |
| Capital CS Group, LLC | History | Added to | 13,347 | 1,219 | 1.88% | 1.89% | 707 | +320 | 2.46% | Q4 2025 | Jan 09, 2026 |
| Engineers Gate Manager LP | History | New | 13,199 | 1,206 | 0.01% | — | 708 | +13,199 | New | Q4 2025 | Feb 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 13,125 | 1,199 | 0.09% | 0.05% | 710 | +5,266 | 67.01% | Q4 2025 | Jan 23, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 13,122 | 1,199 | 0.03% | 0.04% | 709 | -90 | -0.68% | Q4 2025 | Feb 13, 2026 |
| Pacific Park Financial, Inc. | History | New | 13,067 | 1,194 | 0.75% | — | 711 | +13,067 | New | Q4 2025 | Jan 30, 2026 |
| Tidemark, LLC | History | Added to | 13,020 | 1,189 | 0.34% | 0.32% | 712 | +935 | 7.74% | Q4 2025 | Feb 10, 2026 |
| HFG Advisors, Inc. | History | Reduced | 12,985 | 1,186 | 0.86% | 1.28% | 713 | -6,004 | -31.62% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 12,958 | 1,184 | 0.01% | 0.02% | 714 | +75 | 0.58% | Q4 2025 | Feb 09, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 12,894 | 1,178 | 0.0% | 0.02% | 715 | -111,691 | -89.65% | Q4 2025 | Feb 13, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 12,681 | 1,158 | 0.51% | 0.44% | 717 | +2,245 | 21.51% | Q4 2025 | Feb 04, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 12,681 | 1,158 | 0.43% | 0.43% | 716 | +555 | 4.58% | Q4 2025 | Feb 13, 2026 |
| Five Pine Wealth Management | History | Reduced | 12,602 | 1,151 | 0.74% | 1.32% | 718 | -8,644 | -40.69% | Q4 2025 | Jan 21, 2026 |
| Goldstream Capital Management Ltd | History | No change | 12,504 | 1,142 | 0.41% | 0.26% | 719 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 12,493 | 1,141 | 0.33% | 0.36% | 720 | -750 | -5.66% | Q4 2025 | Feb 09, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 12,381 | 1,131 | 0.0% | 0.02% | 721 | -87,977 | -87.66% | Q4 2025 | Feb 10, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 12,373 | 1,130 | 0.8% | 0.61% | 722 | +3,283 | 36.12% | Q4 2025 | Feb 03, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | New | 12,324 | 1,126 | 0.14% | — | 723 | +12,324 | New | Q4 2025 | Feb 03, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 12,269 | 1,121 | 0.28% | 0.24% | 724 | +750 | 6.51% | Q4 2025 | Jan 08, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 12,202 | 1,115 | 0.12% | 0.25% | 725 | -10,957 | -47.31% | Q4 2025 | Feb 09, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 12,206 | 1,115 | 0.05% | 0.03% | 726 | +4,537 | 59.16% | Q4 2025 | Feb 17, 2026 |
| CMC Financial Group | History | Reduced | 12,170 | 1,112 | 1.98% | 2.07% | 727 | -9 | -0.07% | Q4 2025 | Jan 26, 2026 |
| Faithward Advisors, LLC | History | Reduced | 12,131 | 1,108 | 0.16% | 0.2% | 728 | -2,715 | -18.29% | Q4 2025 | Feb 17, 2026 |
| Guardian Partners Inc. | History | Added to | 12,127 | 1,105 | 0.09% | 0.06% | 729 | +3,829 | 46.14% | Q4 2025 | Feb 17, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 12,044 | 1,100 | 0.25% | 0.6% | 730 | -13,835 | -53.46% | Q4 2025 | Jan 21, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 11,899 | 1,087 | 0.58% | 0.58% | 731 | +390 | 3.39% | Q4 2025 | Feb 24, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 11,846 | 1,082 | 0.73% | 0.76% | 732 | +798 | 7.22% | Q4 2025 | Jan 23, 2026 |
| JNBA Financial Advisors | History | Reduced | 11,838 | 1,081 | 0.09% | 0.21% | 733 | -13,052 | -52.44% | Q4 2025 | Jan 26, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 11,766 | 1,075 | 0.02% | 0.02% | 734 | +49 | 0.42% | Q4 2025 | Feb 06, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 11,761 | 1,074 | 0.81% | 0.88% | 735 | -114 | -0.96% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 11,686 | 1,067 | 0.06% | 0.06% | 736 | +60 | 0.52% | Q4 2025 | Feb 05, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 11,577 | 1,057 | 0.35% | 1.62% | 738 | -40,293 | -77.68% | Q4 2025 | Feb 12, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Reduced | 11,568 | 1,057 | 0.26% | 0.25% | 737 | -146 | -1.25% | Q4 2025 | Jan 21, 2026 |
| Vigilare Wealth Management | History | Added to | 11,535 | 1,054 | 0.35% | 0.31% | 740 | +1,804 | 18.54% | Q4 2025 | Jan 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 11,543 | 1,054 | 0.02% | 0.02% | 739 | +598 | 5.46% | Q4 2025 | Feb 11, 2026 |
| Welch Group, LLC | History | Reduced | 11,528 | 1,053 | 0.04% | 0.04% | 741 | -703 | -5.75% | Q4 2025 | Jan 26, 2026 |
| RPG Investment Advisory, LLC | History | New | 11,500 | 1,050 | 0.12% | — | 742 | +11,500 | New | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Reduced | 11,515 | 1,043 | 0.03% | 0.03% | 743 | -372 | -3.13% | Q4 2025 | Jan 30, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 11,350 | 1,037 | 0.04% | 0.05% | 744 | -4,100 | -26.54% | Q4 2025 | Jan 28, 2026 |
| Claro Advisors Inc. | History | Added to | 11,355 | 1,037 | 0.14% | 0.12% | 746 | +2,665 | 30.67% | Q4 2025 | Feb 17, 2026 |
| Addison Capital Co | History | Reduced | 11,356 | 1,037 | 0.26% | 0.36% | 745 | -1,833 | -13.9% | Q4 2025 | Feb 02, 2026 |
| StoneX Group Inc. | History | Reduced | 11,310 | 1,033 | 0.04% | 0.11% | 747 | -15,355 | -57.58% | Q4 2025 | Feb 12, 2026 |
| Inspire Advisors, LLC | History | New | 11,314 | 1,033 | 0.1% | — | 748 | +11,314 | New | Q4 2025 | Feb 13, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 11,271 | 1,029 | 0.01% | 0.01% | 749 | -61 | -0.54% | Q4 2025 | Feb 13, 2026 |
| McGowan Group Asset Management, Inc. | History | Reduced | 11,247 | 1,027 | 0.13% | 0.15% | 750 | -1,848 | -14.11% | Q4 2025 | Jan 29, 2026 |
| Janney Capital Management LLC | History | Added to | 11,206 | 1,024 | 0.06% | 0.05% | 751 | +3,275 | 41.29% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 11,152 | 1,019 | 0.06% | 0.08% | 752 | -1,495 | -11.82% | Q4 2025 | Feb 06, 2026 |
| Pathstone Holdings, LLC | History | New | 11,143 | 1,018 | 0.0% | — | 753 | +11,143 | New | Q4 2025 | Feb 13, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 11,000 | 1,005 | 0.07% | 0.04% | 754 | +5,500 | 100.0% | Q4 2025 | Jan 16, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 10,939 | 999 | 0.15% | 0.21% | 755 | -3,704 | -25.3% | Q4 2025 | Jan 12, 2026 |
| Waycross Investment Management Co | History | Added to | 10,886 | 994 | 0.87% | 0.93% | 756 | +996 | 10.07% | Q4 2025 | Jan 08, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 10,702 | 978 | 0.03% | — | 757 | +10,702 | New | Q4 2025 | Feb 13, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 10,625 | 971 | 0.94% | — | 759 | +10,625 | New | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 10,630 | 971 | 0.01% | 0.01% | 758 | +765 | 7.75% | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 10,383 | 948 | 0.05% | 0.06% | 760 | -1,225 | -10.55% | Q4 2025 | Feb 10, 2026 |
| Centennial Advisors, LLC | History | New | 10,342 | 945 | 1.23% | — | 762 | +10,342 | New | Q4 2025 | Jan 22, 2026 |
| Capital Analysts, LLC | History | Added to | 10,341 | 945 | 0.03% | 0.02% | 761 | +1,856 | 21.87% | Q4 2025 | Feb 11, 2026 |
| Capital Planning LLC | History | Reduced | 10,230 | 935 | 0.26% | 0.27% | 763 | -9 | -0.09% | Q4 2025 | Jan 23, 2026 |
| TFR Capital, LLC. | History | Reduced | 10,202 | 932 | 0.31% | 0.33% | 764 | -585 | -5.42% | Q4 2025 | Jan 27, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 10,147 | 927 | 0.53% | 0.61% | 765 | -203 | -1.96% | Q4 2025 | Feb 09, 2026 |
| Smithfield Trust Co | History | Reduced | 10,059 | 918 | 0.04% | 0.04% | 766 | -98 | -0.96% | Q4 2025 | Feb 09, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Reduced | 10,010 | 914 | 0.41% | 0.47% | 767 | -1,383 | -12.14% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 10,003 | 913 | 0.03% | 0.02% | 768 | +6,311 | 170.94% | Q4 2025 | Feb 13, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Reduced | 9,970 | 911 | 0.45% | 0.5% | 769 | -11 | -0.11% | Q4 2025 | Jan 30, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 9,835 | 898 | 0.06% | 0.06% | 770 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 9,740 | 890 | 0.45% | 0.47% | 771 | +391 | 4.18% | Q4 2025 | Jan 16, 2026 |
| Royal Fund Management, LLC | History | Added to | 9,573 | 874 | 0.08% | 0.06% | 772 | +4,091 | 74.63% | Q4 2025 | Jan 15, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 9,561 | 873 | 0.36% | — | 773 | +9,561 | New | Q4 2025 | Feb 10, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 9,507 | 868 | 0.24% | 0.14% | 774 | +59 | 0.62% | Q4 2025 | Jan 27, 2026 |
| FIDUCIENT ADVISORS LLC | History | New | 9,465 | 864 | 0.11% | — | 775 | +9,465 | New | Q4 2025 | Feb 10, 2026 |
| Pointe Capital Management LLC | History | Added to | 9,408 | 859 | 0.43% | 0.4% | 776 | +601 | 6.82% | Q4 2025 | Feb 17, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 9,335 | 853 | 0.06% | 0.05% | 777 | -22 | -0.24% | Q4 2025 | Feb 17, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Added to | 9,276 | 847 | 0.29% | 0.12% | 778 | +5,458 | 142.95% | Q4 2025 | Jan 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 9,123 | 833 | 0.19% | 0.22% | 779 | -732 | -7.43% | Q4 2025 | Jan 28, 2026 |
| Alhambra Investment Management LLC | History | No change | 9,086 | 830 | 0.39% | 0.4% | 780 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Sunpointe, LLC | History | Added to | 9,078 | 829 | 0.27% | 0.3% | 781 | +40 | 0.44% | Q4 2025 | Jan 23, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 9,091 | 828 | 0.01% | 0.02% | 782 | -3,450 | -27.51% | Q4 2025 | Feb 10, 2026 |
| SFMG, LLC | History | Reduced | 9,064 | 828 | 0.06% | 0.07% | 783 | -1,165 | -11.39% | Q4 2025 | Feb 10, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 9,046 | 826 | 0.31% | 0.36% | 784 | -1,189 | -11.62% | Q4 2025 | Feb 04, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 8,995 | 821 | 0.03% | 0.04% | 785 | -522 | -5.48% | Q4 2025 | Jan 20, 2026 |
| Invariant Investment Management | History | New | 8,896 | 813 | 0.52% | — | 786 | +8,896 | New | Q4 2025 | Jan 26, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 8,823 | 808 | 0.02% | 0.02% | 787 | -646 | -6.82% | Q4 2025 | Jan 28, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 8,804 | 804 | 0.02% | 0.01% | 788 | +6,448 | 273.68% | Q4 2025 | Feb 02, 2026 |
| Presper Financial Architects, LLC | History | Added to | 8,756 | 800 | 0.45% | 0.46% | 789 | +63 | 0.72% | Q4 2025 | Feb 05, 2026 |
| ORG Partners LLC | History | Reduced | 8,720 | 796 | 0.14% | 0.19% | 790 | -2,514 | -22.38% | Q4 2025 | Jan 14, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 8,609 | 786 | 0.06% | 0.05% | 791 | +2,281 | 36.05% | Q4 2025 | Jan 27, 2026 |
| Stokes Family Office, LLC | History | Added to | 8,600 | 785 | 0.07% | 0.05% | 792 | +2,478 | 40.48% | Q4 2025 | Feb 18, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 8,522 | 778 | 0.0% | — | 793 | +8,522 | New | Q4 2025 | Feb 17, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 8,401 | 767 | 0.13% | 0.17% | 794 | -1,378 | -14.09% | Q4 2025 | Feb 12, 2026 |
| Eagle Strategies LLC | History | Added to | 8,366 | 764 | 0.1% | 0.08% | 795 | +1,435 | 20.7% | Q4 2025 | Jan 23, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 8,285 | 758 | 0.2% | 0.11% | 796 | +3,806 | 84.97% | Q4 2025 | Jan 26, 2026 |
| Fund Advisors of America Inc/FL | History | New | 8,094 | 739 | 0.68% | — | 797 | +8,094 | New | Q4 2025 | Mar 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 8,058 | 736 | 0.14% | 0.14% | 798 | -163 | -1.98% | Q4 2025 | Jan 28, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 8,002 | 731 | 0.64% | — | 799 | +8,002 | New | Q4 2025 | Mar 11, 2026 |
| Creekside Partners | History | New | 7,998 | 730 | 0.31% | — | 800 | +7,998 | New | Q4 2025 | Feb 13, 2026 |
| Oxford Wealth Group, LLC | History | New | 7,784 | 711 | 0.35% | — | 801 | +7,784 | New | Q4 2025 | Feb 10, 2026 |
| XY Planning Network, Inc. | History | Added to | 7,756 | 708 | 0.12% | 0.21% | 802 | +1,142 | 17.27% | Q4 2025 | Jan 26, 2026 |
| BARCLAYS PLC | History | New | 7,700 | 703 | 0.0% | — | 803 | +7,700 | New | Q4 2025 | Feb 13, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 7,664 | 700 | 0.07% | 0.08% | 804 | -1,106 | -12.61% | Q4 2025 | Jan 20, 2026 |
| Westfuller Advisors, LLC | History | Added to | 7,670 | 700 | 0.28% | 0.28% | 805 | +1,068 | 16.18% | Q4 2025 | Jan 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 7,646 | 698 | 0.0% | — | 806 | +7,646 | New | Q4 2025 | Feb 13, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 7,539 | 688 | 0.05% | 0.06% | 807 | -693 | -8.42% | Q4 2025 | Feb 10, 2026 |
| Realta Investment Advisors | History | Reduced | 7,500 | 685 | 0.22% | 0.37% | 808 | -4,530 | -37.66% | Q4 2025 | Jan 20, 2026 |
| GeoWealth Management, LLC | History | Reduced | 7,482 | 683 | 0.03% | 0.06% | 809 | -9,371 | -55.6% | Q4 2025 | Feb 17, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 7,409 | 677 | 0.11% | 0.14% | 810 | -1,466 | -16.52% | Q4 2025 | Feb 11, 2026 |
| TSFG, LLC | History | New | 7,393 | 676 | 0.1% | — | 811 | +7,393 | New | Q4 2025 | Feb 04, 2026 |
| Hobart Private Capital, LLC | History | Added to | 7,385 | 674 | 0.13% | 0.13% | 812 | +743 | 11.19% | Q4 2025 | Jan 27, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 7,367 | 673 | 0.18% | 0.17% | 813 | +1,226 | 19.96% | Q4 2025 | Feb 10, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 7,347 | 671 | 0.24% | 0.27% | 814 | -921 | -11.14% | Q4 2025 | Jan 23, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 7,340 | 670 | 0.26% | 0.23% | 815 | -639 | -8.01% | Q4 2025 | Feb 09, 2026 |
| Providence First Trust Co | History | Reduced | 7,315 | 668 | 0.23% | 0.27% | 816 | -1,085 | -12.92% | Q4 2025 | Feb 03, 2026 |
| May Barnhard Investments LLC | History | Reduced | 7,297 | 666 | 0.31% | 0.36% | 817 | -1,133 | -13.44% | Q4 2025 | Jan 28, 2026 |
| Miller Investment Management, LP | History | Reduced | 7,179 | 656 | 0.06% | 0.08% | 818 | -1,500 | -17.28% | Q4 2025 | Feb 11, 2026 |
| Client First Investment Management LLC | History | Reduced | 7,167 | 654 | 0.34% | 0.35% | 820 | -319 | -4.26% | Q4 2025 | Feb 09, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 7,162 | 654 | 0.06% | 0.08% | 819 | +126 | 1.79% | Q4 2025 | Jan 22, 2026 |
| BURNEY CO/ | History | New | 7,152 | 653 | 0.02% | — | 821 | +7,152 | New | Q4 2025 | Jan 23, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 7,137 | 652 | 1.23% | — | 822 | +7,137 | New | Q4 2025 | Feb 18, 2026 |
| Indivisible Partners | History | New | 7,073 | 646 | 0.07% | — | 823 | +7,073 | New | Q4 2025 | Feb 03, 2026 |
| Summa Corp. | History | Added to | 7,011 | 640 | 0.27% | 0.21% | 824 | +1,770 | 33.77% | Q4 2025 | Jan 21, 2026 |
| Prospera Financial Services Inc | History | Added to | 6,954 | 635 | 0.01% | 0.01% | 825 | +282 | 4.23% | Q4 2025 | Feb 09, 2026 |
| PeakShares LLC | History | New | 6,910 | 631 | 0.62% | — | 826 | +6,910 | New | Q4 2025 | Mar 10, 2026 |
| Balboa Wealth Partners | History | Reduced | 6,898 | 630 | 0.1% | 0.22% | 827 | -6,999 | -50.36% | Q4 2025 | Jan 16, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 6,836 | 624 | 0.53% | 0.29% | 828 | +3,318 | 94.31% | Q4 2025 | Jan 21, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 6,770 | 619 | 0.21% | 0.22% | 829 | +52 | 0.77% | Q4 2025 | Jan 12, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | New | 6,731 | 615 | 0.25% | — | 830 | +6,731 | New | Q4 2025 | Feb 17, 2026 |
| Tide Cove Capital Partners LLC | History | New | 6,678 | 610 | 0.42% | — | 832 | +6,678 | New | Q4 2025 | Feb 10, 2026 |
| Elm Partners Management LLC | History | Reduced | 6,683 | 610 | 0.03% | 0.03% | 831 | -309 | -4.42% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 6,657 | 608 | 0.02% | 0.02% | 833 | +2,122 | 46.79% | Q4 2025 | Feb 02, 2026 |
| Stiles Financial Services Inc | History | Reduced | 6,598 | 602 | 0.19% | 0.3% | 834 | -3,854 | -36.87% | Q4 2025 | Feb 03, 2026 |
| Significant Wealth Partners LLC | History | New | 6,581 | 601 | 0.67% | — | 835 | +6,581 | New | Q4 2025 | Jan 07, 2026 |
| NVWM, LLC | History | Reduced | 6,566 | 600 | 0.13% | 0.15% | 836 | -925 | -12.35% | Q4 2025 | Jan 20, 2026 |
| Auxano Advisors, LLC | History | Added to | 6,541 | 597 | 0.12% | 0.09% | 837 | +1,755 | 36.67% | Q4 2025 | Feb 06, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 6,505 | 594 | 0.01% | 0.01% | 838 | +965 | 17.42% | Q4 2025 | Feb 12, 2026 |
| Generation Capital Management LLC | History | Reduced | 6,481 | 592 | 0.38% | 0.43% | 839 | -20 | -0.31% | Q4 2025 | Feb 13, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 6,468 | 591 | 0.04% | 0.06% | 840 | -2,958 | -31.38% | Q4 2025 | Feb 06, 2026 |
| MAIRS & POWER INC | History | Added to | 6,438 | 588 | 0.01% | 0.0% | 841 | +3,356 | 108.89% | Q4 2025 | Feb 17, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 6,426 | 587 | 0.53% | 0.53% | 842 | +197 | 3.16% | Q4 2025 | Jan 23, 2026 |
| Carnegie Investment Counsel | History | Reduced | 6,371 | 582 | 0.01% | 0.01% | 843 | -685 | -9.71% | Q4 2025 | Jan 23, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 6,354 | 580 | 0.01% | 0.02% | 845 | -10,585 | -62.49% | Q4 2025 | Feb 03, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 6,351 | 580 | 0.02% | 0.02% | 844 | -68 | -1.06% | Q4 2025 | Feb 09, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 6,343 | 579 | 0.05% | 0.04% | 847 | +1,275 | 25.16% | Q4 2025 | Feb 09, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 6,346 | 579 | 0.01% | 0.01% | 846 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealth Architects, LLC | History | New | 6,326 | 578 | 0.05% | — | 848 | +6,326 | New | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 6,307 | 576 | 0.02% | 0.02% | 849 | -83 | -1.3% | Q4 2025 | Feb 13, 2026 |
| Karpus Management, Inc. | History | No change | 6,290 | 574 | 0.02% | 0.02% | 850 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 6,258 | 571 | 0.14% | 0.07% | 851 | +3,379 | 117.37% | Q4 2025 | Feb 27, 2026 |
| Briaud Financial Planning, Inc | History | Reduced | 6,136 | 560 | 0.14% | 0.2% | 852 | -598 | -8.88% | Q4 2025 | Jan 28, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 6,126 | 559 | 0.46% | — | 854 | +6,126 | New | Q4 2025 | Mar 03, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 6,122 | 559 | 0.1% | 0.11% | 853 | +379 | 6.6% | Q4 2025 | Jan 30, 2026 |
| Loudon Investment Management, LLC | History | Added to | 6,093 | 556 | 0.29% | 0.16% | 855 | +2,780 | 83.91% | Q4 2025 | Feb 12, 2026 |
| Great Diamond Partners, LLC | History | New | 6,070 | 554 | 0.11% | — | 856 | +6,070 | New | Q4 2025 | Feb 06, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Added to | 6,068 | 554 | 0.43% | 0.42% | 857 | +54 | 0.9% | Q4 2025 | Jan 07, 2026 |
| McAdam, LLC | History | Reduced | 6,032 | 551 | 0.03% | 0.03% | 858 | -301 | -4.75% | Q4 2025 | Feb 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 6,026 | 550 | 0.02% | 0.02% | 859 | +83 | 1.4% | Q4 2025 | Jan 30, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 6,004 | 548 | 0.04% | 0.03% | 860 | +1,984 | 49.35% | Q4 2025 | Jan 23, 2026 |
| OneAscent Financial Services LLC | History | Added to | 5,922 | 541 | 0.05% | 0.05% | 861 | +1,502 | 33.98% | Q4 2025 | Feb 11, 2026 |
| Nemes Rush Group LLC | History | Added to | 5,879 | 537 | 0.05% | 0.05% | 862 | +247 | 4.39% | Q4 2025 | Feb 11, 2026 |
| Peak Asset Management, LLC | History | Reduced | 5,775 | 527 | 0.09% | 0.1% | 863 | -700 | -10.81% | Q4 2025 | Feb 05, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 5,775 | 527 | 0.06% | 0.06% | 864 | -190 | -3.19% | Q4 2025 | Feb 04, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 5,718 | 522 | 0.06% | 0.07% | 865 | -812 | -12.43% | Q4 2025 | Feb 13, 2026 |
| Phillips Wealth Planners LLC | History | Added to | 5,670 | 519 | 0.42% | 0.35% | 866 | +1,011 | 21.7% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 5,678 | 518 | 0.24% | 0.28% | 867 | -856 | -13.1% | Q4 2025 | Jan 14, 2026 |
| Stonekeep Investments, LLC | History | Reduced | 5,623 | 514 | 0.33% | 0.35% | 868 | -343 | -5.75% | Q4 2025 | Jan 07, 2026 |
| Golden State Equity Partners | History | Added to | 5,606 | 512 | 0.08% | 0.08% | 869 | +621 | 12.46% | Q4 2025 | Jan 29, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 5,585 | 510 | 0.07% | 0.08% | 870 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 5,573 | 509 | 0.44% | 0.45% | 871 | -203 | -3.51% | Q4 2025 | Feb 13, 2026 |
| Oxinas Partners, LLC | History | Reduced | 5,560 | 508 | 0.24% | 0.32% | 872 | -889 | -13.79% | Q4 2025 | Jan 26, 2026 |
| PYA Waltman Capital, LLC | History | Added to | 5,565 | 508 | 0.14% | 0.14% | 873 | +16 | 0.29% | Q4 2025 | Feb 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 5,539 | 506 | 0.04% | 0.04% | 874 | +76 | 1.39% | Q4 2025 | Feb 17, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 5,516 | 504 | 0.06% | 0.05% | 875 | +655 | 13.47% | Q4 2025 | Jan 29, 2026 |
| CX Institutional | History | Reduced | 5,500 | 503 | 0.02% | 0.04% | 876 | -10,301 | -65.19% | Q4 2025 | Feb 02, 2026 |
| Palogic Value Management, L.P. | History | New | 5,482 | 500 | 0.21% | — | 877 | +5,482 | New | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 5,454 | 498 | 0.01% | 0.0% | 878 | +600 | 12.36% | Q4 2025 | Jan 16, 2026 |
| SYKON CAPITAL LLC | History | Added to | 5,457 | 498 | 0.16% | 0.17% | 880 | +50 | 0.92% | Q4 2025 | Feb 12, 2026 |
| Schusterman Interests, LLC | History | No change | 5,460 | 498 | 0.11% | 0.11% | 879 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 5,443 | 497 | 0.16% | 0.16% | 881 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VanWeelden Wealth Management, LLC | History | Reduced | 5,438 | 496 | 0.39% | 12.33% | 882 | -157,975 | -96.67% | Q4 2025 | Feb 02, 2026 |
| TriaGen Wealth Management LLC | History | New | 5,426 | 495 | 0.13% | — | 883 | +5,426 | New | Q4 2025 | Jan 27, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,426 | 495 | 0.0% | 0.0% | 884 | +2,090 | 62.65% | Q4 2025 | Jan 28, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,391 | 492 | 0.0% | 0.01% | 885 | -1,035 | -16.11% | Q4 2025 | Feb 13, 2026 |
| SWMG, LLC | History | Added to | 5,324 | 486 | 0.13% | 0.11% | 886 | +1,370 | 34.65% | Q4 2025 | Feb 10, 2026 |
| BCS Private Wealth Management, Inc. | History | New | 5,250 | 479 | 0.16% | — | 888 | +5,250 | New | Q4 2025 | Jan 26, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 5,244 | 479 | 0.35% | — | 887 | +5,244 | New | Q4 2025 | Jan 30, 2026 |
| DMC Group, LLC | History | Reduced | 5,237 | 478 | 0.32% | 0.52% | 889 | -2,989 | -36.34% | Q4 2025 | Jan 21, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Added to | 5,228 | 477 | 0.08% | 0.08% | 890 | +161 | 3.18% | Q4 2025 | Jan 15, 2026 |
| Intellus Advisors LLC | History | Reduced | 5,215 | 476 | 0.06% | 0.07% | 891 | -351 | -6.31% | Q4 2025 | Feb 06, 2026 |
| Saiph Capital, LLC | History | Reduced | 5,202 | 475 | 0.17% | 0.25% | 893 | -2,267 | -30.35% | Q4 2025 | Feb 12, 2026 |
| Hummer Financial Advisory Services Inc | History | Reduced | 5,200 | 475 | 0.34% | 0.38% | 892 | -500 | -8.77% | Q4 2025 | Jan 12, 2026 |
| Paladin Wealth, LLC | History | Added to | 5,135 | 469 | 0.32% | 0.33% | 895 | +181 | 3.65% | Q4 2025 | Jan 15, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 5,135 | 469 | 0.13% | 0.14% | 894 | -30 | -0.58% | Q4 2025 | Jan 26, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 5,115 | 467 | 0.11% | 0.24% | 896 | -4,821 | -48.52% | Q4 2025 | Jan 12, 2026 |
| Kestra Investment Management, LLC | History | Added to | 5,092 | 465 | 0.01% | 0.01% | 897 | +183 | 3.73% | Q4 2025 | Feb 09, 2026 |
| IRON Financial LLC | History | Reduced | 5,030 | 459 | 0.21% | 0.25% | 898 | -586 | -10.43% | Q4 2025 | Jan 22, 2026 |
| TABLEAUX LLC | History | New | 3,738 | 457 | 0.32% | — | 900 | +3,738 | New | Q4 2025 | Feb 17, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 5,005 | 457 | 0.16% | 0.17% | 899 | +210 | 4.38% | Q4 2025 | Feb 13, 2026 |
| TCP Asset Management, LLC | History | No change | 4,981 | 455 | 0.08% | 0.08% | 901 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 4,970 | 454 | 0.31% | 0.4% | 902 | -1,632 | -24.72% | Q4 2025 | Feb 17, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 4,938 | 451 | 0.31% | 0.4% | 903 | -1,328 | -21.19% | Q4 2025 | Jan 22, 2026 |
| Visionary Wealth Advisors | History | Reduced | 4,897 | 447 | 0.02% | 0.03% | 905 | -1,544 | -23.97% | Q4 2025 | Feb 13, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 4,890 | 447 | 0.01% | 0.01% | 904 | -871 | -15.12% | Q4 2025 | Feb 09, 2026 |
| Weaver Consulting Group | History | Reduced | 4,860 | 444 | 0.11% | 0.14% | 906 | -1,048 | -17.74% | Q4 2025 | Feb 10, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 4,841 | 442 | 0.24% | 0.24% | 907 | +117 | 2.48% | Q4 2025 | Jan 16, 2026 |
| Capital Square, LLC | History | Reduced | 4,818 | 440 | 0.22% | 0.23% | 908 | -38 | -0.78% | Q4 2025 | Feb 13, 2026 |
| Redwood Investment Management, LLC | History | Added to | 4,801 | 439 | 0.05% | 0.05% | 909 | +66 | 1.39% | Q4 2025 | Feb 17, 2026 |
| DSG Capital Advisors, LLC | History | Reduced | 4,785 | 437 | 0.07% | 0.49% | 910 | -28,990 | -85.83% | Q4 2025 | Jan 27, 2026 |
| M&T BANK CORP | History | Reduced | 4,779 | 436 | 0.0% | 0.0% | 911 | -1,043 | -17.91% | Q4 2025 | Jan 30, 2026 |
| City Center Advisors, LLC | History | Reduced | 4,772 | 436 | 0.4% | 0.44% | 912 | -187 | -3.77% | Q4 2025 | Jan 05, 2026 |
| Marion Wealth Management | History | New | 4,730 | 433 | 0.1% | — | 913 | +4,730 | New | Q4 2025 | Jan 26, 2026 |
| Fisher Asset Management, LLC | History | Added to | 4,722 | 431 | 0.0% | 0.0% | 914 | +1,035 | 28.07% | Q4 2025 | Feb 09, 2026 |
| ALPS ADVISORS INC | History | Reduced | 4,690 | 428 | 0.0% | 0.03% | 915 | -49,500 | -91.35% | Q4 2025 | Feb 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 4,688 | 428 | 0.24% | 0.24% | 916 | +191 | 4.25% | Q4 2025 | Feb 17, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 4,678 | 427 | 0.12% | 0.34% | 917 | -8,421 | -64.29% | Q4 2025 | Jan 23, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 4,682 | 427 | 0.21% | — | 918 | +4,682 | New | Q4 2025 | Jan 16, 2026 |
| OneAscent Investment Solutions LLC | History | New | 4,675 | 427 | 0.45% | — | 919 | +4,675 | New | Q4 2025 | Feb 11, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 4,668 | 426 | 0.17% | 0.17% | 920 | +311 | 7.14% | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | Added to | 4,640 | 423 | 0.01% | 0.01% | 921 | +875 | 23.24% | Q4 2025 | Feb 06, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 4,547 | 416 | 0.05% | 0.05% | 922 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 4,551 | 415 | 0.02% | 0.03% | 923 | -2,162 | -32.21% | Q4 2025 | Feb 10, 2026 |
| Transcendent Capital Group LLC | History | Added to | 4,544 | 415 | 0.19% | 0.19% | 924 | +6 | 0.13% | Q4 2025 | Jan 26, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 4,537 | 414 | 0.19% | 0.18% | 926 | +326 | 7.74% | Q4 2025 | Feb 09, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 4,534 | 414 | 0.04% | 0.04% | 925 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 4,527 | 413 | 0.07% | 0.11% | 927 | -2,007 | -30.72% | Q4 2025 | Feb 11, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 4,521 | 413 | 0.12% | 0.13% | 928 | -84 | -1.82% | Q4 2025 | Jan 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 4,529 | 413 | 0.04% | 0.04% | 929 | -32 | -0.7% | Q4 2025 | Feb 10, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 4,481 | 409 | 0.1% | 0.09% | 930 | +472 | 11.77% | Q4 2025 | Jan 16, 2026 |
| VestGen Investment Management | History | New | 4,471 | 408 | 0.23% | — | 931 | +4,471 | New | Q4 2025 | Feb 18, 2026 |
| REBALANCE, LLC | History | Reduced | 4,426 | 404 | 0.02% | 0.12% | 932 | -17,018 | -79.36% | Q4 2025 | Jan 15, 2026 |
| Advisor Resource Council | History | New | 4,428 | 404 | 0.14% | — | 933 | +4,428 | New | Q4 2025 | Feb 10, 2026 |
| Invst, LLC | History | Reduced | 4,411 | 403 | 0.04% | 0.05% | 934 | -365 | -7.64% | Q4 2025 | Feb 11, 2026 |
| United Advisor Group, LLC | History | Added to | 4,405 | 402 | 0.05% | 0.04% | 935 | +1,464 | 49.78% | Q4 2025 | Jan 26, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 4,389 | 401 | 0.28% | 0.34% | 937 | -657 | -13.02% | Q4 2025 | Feb 06, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 4,394 | 401 | 0.09% | 0.09% | 936 | +6 | 0.14% | Q4 2025 | Feb 11, 2026 |
| Vantage Point Financial LLC | History | Reduced | 4,344 | 396 | 0.14% | 0.17% | 939 | -499 | -10.3% | Q4 2025 | Feb 02, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 4,337 | 396 | 0.05% | 0.05% | 938 | -255 | -5.55% | Q4 2025 | Jan 08, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 4,332 | 395 | 0.12% | 0.04% | 941 | +3,920 | 951.46% | Q4 2025 | Feb 17, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 4,331 | 395 | 0.04% | 0.05% | 940 | +6 | 0.14% | Q4 2025 | Jan 12, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 4,250 | 388 | 0.03% | 0.04% | 942 | -1,316 | -23.64% | Q4 2025 | Jan 28, 2026 |
| Hirtle Callaghan & Co LLC | History | No change | 4,203 | 384 | 0.01% | 0.01% | 943 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 4,178 | 381 | 0.27% | 0.34% | 944 | -797 | -16.02% | Q4 2025 | Jan 23, 2026 |
| Farrow Financial, Inc. | History | Added to | 4,163 | 380 | 0.22% | 0.21% | 945 | +238 | 6.06% | Q4 2025 | Jan 27, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 4,150 | 379 | 0.01% | 0.01% | 946 | -1 | -0.02% | Q4 2025 | Jan 14, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 4,136 | 377 | 0.11% | 0.12% | 947 | +4 | 0.1% | Q4 2025 | Feb 04, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 4,113 | 375 | 0.13% | 0.07% | 948 | +1,896 | 85.52% | Q4 2025 | Jan 29, 2026 |
| Cane Capital Partners, LLC | History | New | 4,096 | 374 | 0.15% | — | 949 | +4,096 | New | Q4 2025 | Jan 21, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 4,088 | 374 | 0.37% | — | 950 | +4,088 | New | Q4 2025 | Feb 12, 2026 |
| ATX Financial Planning, LLC | History | New | 4,033 | 368 | 0.28% | — | 951 | +4,033 | New | Q4 2025 | Feb 19, 2026 |
| WIN ADVISORS, INC | History | Reduced | 4,021 | 367 | 0.16% | 1.18% | 952 | -22,473 | -84.82% | Q4 2025 | Feb 04, 2026 |
| EJMK Ventures LLC | History | New | 4,023 | 367 | 0.23% | — | 953 | +4,023 | New | Q4 2025 | Mar 03, 2026 |
| Innova Wealth Partners | History | New | 4,011 | 366 | 0.18% | — | 955 | +4,011 | New | Q4 2025 | Jan 07, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 4,008 | 366 | 0.01% | 0.02% | 954 | -675 | -14.41% | Q4 2025 | Jan 29, 2026 |
| Front Street Capital Management, Inc. | History | Reduced | 3,959 | 362 | 0.05% | 0.06% | 956 | -521 | -11.63% | Q4 2025 | Feb 18, 2026 |
| POTENTIA WEALTH | History | Reduced | 3,936 | 359 | 0.13% | 0.14% | 957 | -123 | -3.03% | Q4 2025 | Feb 13, 2026 |
| Chicago Capital, LLC | History | Reduced | 3,927 | 358 | 0.01% | 0.01% | 958 | -750 | -16.04% | Q4 2025 | Jan 26, 2026 |
| SPG ADVISORS LLC | History | Added to | 3,916 | 357 | 3.67% | 3.97% | 960 | +146 | 3.87% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 3,907 | 357 | 0.01% | 0.01% | 959 | +68 | 1.77% | Q4 2025 | Jan 27, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 3,885 | 355 | 0.02% | 0.02% | 961 | -872 | -18.33% | Q4 2025 | Feb 10, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 3,868 | 354 | 0.08% | — | 963 | +3,868 | New | Q4 2025 | Feb 24, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 3,874 | 354 | 0.03% | 0.03% | 962 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 3,860 | 352 | 0.02% | 0.02% | 964 | -200 | -4.93% | Q4 2025 | Jan 21, 2026 |
| Skyview Financial Group LLC | History | New | 3,849 | 351 | 0.36% | — | 966 | +3,849 | New | Q4 2025 | Feb 18, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,847 | 351 | 0.03% | 0.03% | 965 | -87 | -2.21% | Q4 2025 | Jan 09, 2026 |
| Spartan Planning & Wealth Management | History | New | 3,801 | 347 | 0.26% | — | 967 | +3,801 | New | Q4 2025 | Jan 08, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 3,771 | 345 | 0.01% | 0.01% | 968 | -546 | -12.65% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | New | 3,763 | 343 | 0.01% | — | 969 | +3,763 | New | Q4 2025 | Feb 11, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 3,749 | 342 | 0.21% | 0.24% | 970 | -156 | -3.99% | Q4 2025 | Jan 29, 2026 |
| Breakwater Capital Group | History | Reduced | 3,742 | 341 | 0.05% | 0.07% | 972 | -1,125 | -23.11% | Q4 2025 | Jan 09, 2026 |
| Argent Trust Co | History | Reduced | 3,742 | 341 | 0.01% | 0.01% | 971 | -613 | -14.08% | Q4 2025 | Feb 10, 2026 |
| Private Capital Management, LLC | History | New | 3,722 | 340 | 0.03% | — | 973 | +3,722 | New | Q4 2025 | Feb 17, 2026 |
| Destination Wealth Management | History | No change | 3,710 | 339 | 0.01% | 0.01% | 974 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 3,676 | 335 | 0.14% | — | 975 | +3,676 | New | Q4 2025 | Jan 21, 2026 |
| Accredited Investors Inc. | History | Reduced | 3,660 | 334 | 0.02% | 0.03% | 976 | -2,926 | -44.43% | Q4 2025 | Feb 05, 2026 |
| Intrua Financial, LLC | History | Reduced | 3,649 | 333 | 0.04% | 0.04% | 977 | -94 | -2.51% | Q4 2025 | Feb 05, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 3,627 | 331 | 0.49% | 0.46% | 978 | +185 | 5.37% | Q4 2025 | Jan 29, 2026 |
| Financial Architects, LLC | History | Added to | 3,595 | 328 | 0.18% | 0.19% | 979 | +35 | 0.98% | Q4 2025 | Jan 21, 2026 |
| Triumph Capital Management | History | Reduced | 3,580 | 327 | 0.07% | 0.16% | 981 | -2,746 | -43.41% | Q4 2025 | Feb 12, 2026 |
| HCR Wealth Advisors | History | Reduced | 3,587 | 327 | 0.03% | 0.04% | 980 | -668 | -15.7% | Q4 2025 | Jan 27, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 3,577 | 326 | 0.04% | 0.04% | 982 | -15 | -0.42% | Q4 2025 | Feb 13, 2026 |
| Argos Wealth Advisors, LLC | History | New | 3,561 | 325 | 0.09% | — | 983 | +3,561 | New | Q4 2025 | Feb 04, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 3,561 | 325 | 0.05% | 0.05% | 984 | -321 | -8.27% | Q4 2025 | Jan 12, 2026 |
| CFS Investment Advisory Services, LLC | History | New | 3,535 | 323 | 0.02% | — | 985 | +3,535 | New | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,523 | 321 | 0.0% | 0.01% | 986 | -13,801 | -79.66% | Q4 2025 | Feb 11, 2026 |
| Rede Wealth, LLC | History | New | 3,511 | 320 | 0.11% | — | 987 | +3,511 | New | Q4 2025 | Jan 23, 2026 |
| GEM Asset Management, LLC | History | Added to | 3,500 | 320 | 0.14% | 0.1% | 988 | +1,250 | 55.56% | Q4 2025 | Jan 09, 2026 |
| Tuttle Capital Management, LLC | History | New | 3,500 | 319 | 0.71% | — | 989 | +3,500 | New | Q4 2025 | Jan 08, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 3,500 | 319 | 0.01% | 0.01% | 990 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bogart Wealth, LLC | History | Added to | 3,455 | 315 | 0.01% | 0.01% | 991 | +798 | 30.03% | Q4 2025 | Jan 30, 2026 |
| REGIMEN WEALTH, LLC | History | New | 3,423 | 312 | 0.09% | — | 993 | +3,423 | New | Q4 2025 | Feb 09, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 3,420 | 312 | 0.01% | 0.01% | 992 | -2,929 | -46.13% | Q4 2025 | Feb 05, 2026 |
| Meadowbrook Advisors Group, LLC | History | New | 3,405 | 311 | 0.17% | — | 994 | +3,405 | New | Q4 2025 | Mar 11, 2026 |
| M1 Capital Management LLC | History | Added to | 3,403 | 310 | 0.13% | 0.13% | 996 | +85 | 2.56% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 3,395 | 310 | 0.0% | 0.0% | 995 | -48 | -1.39% | Q4 2025 | Feb 13, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | New | 3,365 | 307 | 0.01% | — | 997 | +3,365 | New | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,353 | 306 | 0.0% | 0.0% | 998 | -177 | -5.01% | Q4 2025 | Jan 26, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 3,337 | 304 | 0.07% | 0.06% | 999 | +46 | 1.4% | Q4 2025 | Feb 02, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 3,305 | 302 | 0.17% | 0.24% | 1001 | -1,150 | -25.81% | Q4 2025 | Jan 09, 2026 |
| EdgeRock Capital LLC | History | Reduced | 3,313 | 302 | 0.08% | 0.09% | 1000 | -137 | -3.97% | Q4 2025 | Jan 14, 2026 |
| Rossby Financial, LCC | History | Added to | 3,312 | 302 | 0.09% | 0.1% | 1002 | +58 | 1.78% | Q4 2025 | Feb 12, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 3,296 | 301 | 0.01% | 0.13% | 1003 | -357,607 | -99.09% | Q4 2025 | Feb 20, 2026 |
| MANCHESTER FINANCIAL INC | History | New | 3,272 | 299 | 0.06% | — | 1004 | +3,272 | New | Q4 2025 | Feb 12, 2026 |
| Kinloch Capital, LLC | History | No change | 3,274 | 299 | 0.13% | 0.13% | 1005 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Alteri Wealth LLC | History | Reduced | 3,261 | 298 | 0.1% | 0.15% | 1006 | -1,513 | -31.69% | Q4 2025 | Feb 11, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 3,260 | 297 | 0.23% | — | 1007 | +3,260 | New | Q4 2025 | Mar 16, 2026 |
| Lexington Hill Partners, LLC | History | New | 3,248 | 296 | 0.22% | — | 1008 | +3,248 | New | Q4 2025 | Feb 19, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 3,223 | 295 | 0.04% | 0.08% | 1009 | -2,190 | -40.46% | Q4 2025 | Jan 16, 2026 |
| Axecap Investments, LLC | History | Reduced | 3,208 | 293 | 0.18% | 0.79% | 1010 | -10,780 | -77.07% | Q4 2025 | Jan 29, 2026 |
| Main Management LLC | History | Reduced | 3,198 | 292 | 0.02% | 0.02% | 1011 | -108 | -3.27% | Q4 2025 | Feb 10, 2026 |
| Summit Financial Consulting LLC | History | Added to | 3,182 | 290 | 0.21% | 0.2% | 1012 | +484 | 17.94% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 3,153 | 288 | 0.04% | 0.05% | 1013 | -1,008 | -24.22% | Q4 2025 | Jan 21, 2026 |
| Fielder Capital Group LLC | History | Added to | 3,161 | 288 | 0.06% | 0.05% | 1014 | +916 | 40.8% | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | Reduced | 3,144 | 287 | 0.01% | 0.01% | 1015 | -759 | -19.45% | Q4 2025 | Feb 02, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 3,131 | 286 | 0.02% | 0.02% | 1016 | +43 | 1.39% | Q4 2025 | Feb 09, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 3,119 | 285 | 0.03% | 0.09% | 1017 | -6,616 | -67.96% | Q4 2025 | Feb 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 3,116 | 284 | 0.03% | 0.06% | 1018 | +16 | 0.52% | Q4 2025 | Feb 17, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 3,085 | 281 | 0.02% | 0.15% | 1019 | -16,224 | -84.02% | Q4 2025 | Feb 06, 2026 |
| PAX Financial Group, LLC | History | Added to | 3,084 | 281 | 0.05% | 0.05% | 1020 | +171 | 5.87% | Q4 2025 | Feb 05, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 3,055 | 279 | 0.11% | 0.18% | 1021 | -1,558 | -33.77% | Q4 2025 | Feb 13, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 3,056 | 279 | 0.22% | 0.25% | 1022 | -265 | -7.98% | Q4 2025 | Feb 20, 2026 |
| Decker Retirement Planning Inc. | History | No change | 3,020 | 275 | 0.14% | 0.15% | 1023 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 2,977 | 272 | 0.58% | 0.59% | 1024 | -34 | -1.13% | Q4 2025 | Feb 06, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | New | 2,937 | 268 | 0.22% | — | 1025 | +2,937 | New | Q4 2025 | Jan 08, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 2,933 | 267 | 0.11% | 0.14% | 1026 | -567 | -16.2% | Q4 2025 | Jan 15, 2026 |
| SimpliFi, Inc. | History | Added to | 2,874 | 262 | 0.11% | 0.11% | 1027 | +39 | 1.38% | Q4 2025 | Jan 23, 2026 |
| MATAURO, LLC | History | Added to | 2,857 | 261 | 0.04% | 0.04% | 1028 | +39 | 1.38% | Q4 2025 | Jan 16, 2026 |
| PFW Advisors LLC | History | New | 2,841 | 259 | 0.08% | — | 1031 | +2,841 | New | Q4 2025 | Jan 12, 2026 |
| KilterHowling LLC | History | New | 2,839 | 259 | 0.13% | — | 1029 | +2,839 | New | Q4 2025 | Feb 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 2,837 | 259 | 0.03% | 0.03% | 1030 | +263 | 10.22% | Q4 2025 | Feb 18, 2026 |
| Van Diest Capital, LLC | History | New | 2,833 | 258 | 0.39% | — | 1032 | +2,833 | New | Q4 2025 | Feb 19, 2026 |
| Ruggiero Investments, Inc. | History | New | 2,807 | 256 | 0.23% | — | 1035 | +2,807 | New | Q4 2025 | Feb 12, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 2,805 | 256 | 0.06% | 0.05% | 1033 | +316 | 12.7% | Q4 2025 | Jan 21, 2026 |
| Second Line Capital, LLC | History | Reduced | 2,810 | 256 | 0.05% | 0.05% | 1034 | -48 | -1.68% | Q4 2025 | Feb 17, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 2,801 | 255 | 0.08% | 0.11% | 1038 | -1,170 | -29.46% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,800 | 255 | 0.0% | 0.0% | 1036 | +235 | 9.16% | Q4 2025 | Feb 06, 2026 |
| Secure Asset Management, LLC | History | Reduced | 2,793 | 255 | 0.04% | 0.04% | 1039 | -33 | -1.17% | Q4 2025 | Jan 20, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 2,794 | 255 | 0.01% | 0.01% | 1037 | -11 | -0.39% | Q4 2025 | Feb 10, 2026 |
| Ascent Group, LLC | History | Reduced | 2,751 | 251 | 0.01% | 0.02% | 1040 | -2,802 | -50.46% | Q4 2025 | Jan 20, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 2,744 | 250 | 0.16% | 0.66% | 1042 | -8,633 | -75.88% | Q4 2025 | Jan 14, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 2,740 | 250 | 0.02% | 0.02% | 1041 | +269 | 10.89% | Q4 2025 | Feb 04, 2026 |
| LifeWealth Investments, LLC | History | No change | 2,736 | 250 | 0.08% | 0.08% | 1043 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 2,732 | 249 | 0.08% | 0.08% | 1045 | -78 | -2.78% | Q4 2025 | Feb 11, 2026 |
| Richmond Brothers, Inc. | History | No change | 2,731 | 249 | 0.16% | 0.16% | 1044 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 2,731 | 249 | 0.02% | 0.02% | 1046 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 2,700 | 247 | 0.02% | 0.06% | 1047 | -5,200 | -65.82% | Q4 2025 | Feb 10, 2026 |
| Signature Equity Partners, LLC | History | New | 2,700 | 246 | 0.14% | — | 1049 | +2,700 | New | Q4 2025 | Feb 17, 2026 |
| Salvus Wealth Management, LLC | History | Added to | 2,700 | 246 | 0.14% | 0.13% | 1048 | +157 | 6.17% | Q4 2025 | Jan 12, 2026 |
| NOVEM GROUP | History | Reduced | 2,679 | 244 | 0.03% | 0.03% | 1051 | -414 | -13.39% | Q4 2025 | Jan 27, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 2,679 | 244 | 0.08% | 0.08% | 1050 | +193 | 7.76% | Q4 2025 | Feb 11, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | New | 2,628 | 240 | 0.22% | — | 1052 | +2,628 | New | Q4 2025 | Feb 12, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 2,623 | 239 | 0.06% | 0.08% | 1053 | -650 | -19.86% | Q4 2025 | Jan 23, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 2,545 | 232 | 0.04% | 1.19% | 1055 | -65,620 | -96.27% | Q4 2025 | Feb 05, 2026 |
| Smith Salley Wealth Management | History | No change | 2,546 | 232 | 0.01% | 0.01% | 1054 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Argyle Capital Partners, LLC | History | New | 2,537 | 231 | 0.17% | — | 1057 | +2,537 | New | Q4 2025 | Feb 17, 2026 |
| Frontier Asset Management, LLC | History | New | 2,534 | 231 | 0.05% | — | 1056 | +2,534 | New | Q4 2025 | Feb 04, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 2,512 | 229 | 0.17% | 0.27% | 1059 | -1,522 | -37.73% | Q4 2025 | Feb 05, 2026 |
| NBT BANK N A /NY | History | No change | 2,516 | 229 | 0.01% | 0.01% | 1058 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Brentview Investment Management LLC | History | Reduced | 2,500 | 228 | 0.1% | 0.15% | 1061 | -1,000 | -28.57% | Q4 2025 | Feb 10, 2026 |
| L & S Advisors Inc | History | Reduced | 2,498 | 228 | 0.02% | 0.02% | 1060 | -15 | -0.6% | Q4 2025 | Feb 05, 2026 |
| Advisor OS, LLC | History | New | 2,484 | 227 | 0.02% | — | 1062 | +2,484 | New | Q4 2025 | Feb 04, 2026 |
| Verity Asset Management, Inc. | History | Added to | 2,484 | 226 | 0.1% | 0.07% | 1063 | +25 | 1.02% | Q4 2025 | Jan 30, 2026 |
| Soundwatch Capital LLC | History | Added to | 2,470 | 225 | 0.03% | 0.04% | 1064 | +14 | 0.57% | Q4 2025 | Feb 10, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 2,455 | 224 | 0.05% | 0.07% | 1065 | -332 | -11.91% | Q4 2025 | Feb 02, 2026 |
| Berkeley Capital Partners, LLC | History | New | 2,442 | 223 | 0.05% | — | 1066 | +2,442 | New | Q4 2025 | Feb 05, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 2,451 | 223 | 0.08% | 0.13% | 1067 | -1,272 | -34.17% | Q4 2025 | Feb 05, 2026 |
| TFB Advisors LLC | History | Added to | 2,446 | 223 | 0.06% | 0.06% | 1068 | +87 | 3.69% | Q4 2025 | Feb 13, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 2,435 | 222 | 0.26% | — | 1069 | +2,435 | New | Q4 2025 | Feb 17, 2026 |
| Apeiron RIA LLC | History | Reduced | 2,422 | 221 | 0.04% | 0.05% | 1070 | -156 | -6.05% | Q4 2025 | Feb 03, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 2,409 | 220 | 0.0% | — | 1071 | +2,409 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 2,406 | 219 | 0.02% | 0.02% | 1072 | +20 | 0.84% | Q4 2025 | Feb 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 2,369 | 216 | 0.0% | — | 1073 | +2,369 | New | Q4 2025 | Jan 28, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 2,321 | 212 | 0.2% | — | 1074 | +2,321 | New | Q4 2025 | Jan 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 2,322 | 212 | 0.01% | 0.01% | 1075 | +491 | 26.82% | Q4 2025 | Jan 08, 2026 |
| Latitude Advisors, LLC | History | Reduced | 2,317 | 211 | 0.09% | 0.12% | 1077 | -608 | -20.79% | Q4 2025 | Jan 27, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 2,313 | 211 | 0.08% | 0.1% | 1076 | -3 | -0.13% | Q4 2025 | Feb 06, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 2,300 | 210 | 0.01% | 0.01% | 1078 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MRA Advisory Group | History | Reduced | 2,286 | 208 | 0.09% | 0.1% | 1080 | -95 | -3.99% | Q4 2025 | Jan 16, 2026 |
| Cooper Financial Group | History | Reduced | 2,280 | 208 | 0.02% | 0.02% | 1079 | -19 | -0.83% | Q4 2025 | Jan 08, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 2,275 | 207 | 0.07% | — | 1082 | +2,275 | New | Q4 2025 | Mar 27, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 2,271 | 207 | 0.17% | 0.2% | 1083 | +189 | 9.08% | Q4 2025 | Feb 10, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 2,274 | 207 | 0.03% | 0.03% | 1081 | +31 | 1.38% | Q4 2025 | Jan 07, 2026 |
| Columbia Asset Management | History | No change | 2,250 | 205 | 0.04% | 0.04% | 1084 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | New | 2,235 | 204 | 0.06% | — | 1087 | +2,235 | New | Q4 2025 | Feb 17, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 2,237 | 204 | 0.03% | 0.03% | 1086 | -471 | -17.39% | Q4 2025 | Feb 03, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 2,235 | 204 | 0.06% | 0.06% | 1085 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cottage Street Advisors LLC | History | Added to | 2,231 | 203 | 0.09% | 0.09% | 1089 | +31 | 1.41% | Q4 2025 | Jan 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,225 | 203 | 0.0% | 0.0% | 1088 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | New | 2,210 | 201 | 0.1% | — | 1093 | +2,210 | New | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 2,205 | 201 | 0.0% | — | 1091 | +2,205 | New | Q4 2025 | Feb 09, 2026 |
| CPC Advisors, LLC | History | New | 2,205 | 201 | 0.02% | — | 1092 | +2,205 | New | Q4 2025 | Jan 28, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 2,200 | 201 | 0.0% | 0.0% | 1090 | -435 | -16.51% | Q4 2025 | Feb 13, 2026 |
| Valued Retirements, Inc. | History | No change | 2,200 | 201 | 0.2% | 0.23% | 1094 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SCHARF INVESTMENTS, LLC | History | Reduced | 2,196 | 200 | 0.01% | 0.13% | 1095 | -53,253 | -96.04% | Q4 2025 | Jan 15, 2026 |
| INVESTMENT HOUSE LLC | History | New | 2,191 | 200 | 0.01% | — | 1096 | +2,191 | New | Q4 2025 | Feb 06, 2026 |
| Sepio Capital, LP | History | Reduced | 2,197 | 200 | 0.01% | 0.02% | 1097 | -1,040 | -32.13% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 2,156 | 197 | 0.0% | 0.0% | 1098 | -20,393 | -90.44% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,148 | 196 | 0.01% | 0.01% | 1099 | -263 | -10.91% | Q4 2025 | Jan 05, 2026 |
| Colonial Trust Co / SC | History | No change | 2,126 | 194 | 0.03% | 0.03% | 1100 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST HORIZON CORP | History | Added to | 2,038 | 186 | 0.01% | 0.0% | 1101 | +1,210 | 146.14% | Q4 2025 | Jan 27, 2026 |
| Catherine Avery Investment Management LLC | History | Added to | 1,759 | 160 | 0.1% | 0.03% | 1102 | +1,241 | 239.58% | Q4 2025 | Jan 05, 2026 |
| EPG Wealth Management LLC | History | New | 1,598 | 146 | 0.04% | — | 1103 | +1,598 | New | Q4 2025 | Jan 28, 2026 |
| SHP Wealth Management | History | New | 1,585 | 144 | 0.01% | — | 1104 | +1,585 | New | Q4 2025 | Mar 04, 2026 |
| Covestor Ltd | History | Added to | 1,554 | 142 | 0.07% | 0.04% | 1105 | +750 | 93.28% | Q4 2025 | Feb 06, 2026 |
| Sankala Group LLC | History | New | 1,496 | 137 | 0.11% | — | 1106 | +1,496 | New | Q4 2025 | Mar 02, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 1,429 | 130 | 0.01% | — | 1107 | +1,429 | New | Q4 2025 | Feb 05, 2026 |
| Solstein Capital, LLC | History | Added to | 1,381 | 126 | 0.05% | 0.03% | 1108 | +115 | 9.08% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 1,366 | 124 | 0.04% | 0.04% | 1109 | -12 | -0.87% | Q4 2025 | Jan 22, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 1,346 | 123 | 0.04% | 0.04% | 1110 | -1 | -0.07% | Q4 2025 | Jan 22, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 1,337 | 122 | 0.01% | 0.01% | 1112 | -646 | -32.58% | Q4 2025 | Feb 03, 2026 |
| CVA Family Office, LLC | History | No change | 1,338 | 122 | 0.01% | 0.02% | 1111 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 1,305 | 119 | 0.03% | 0.02% | 1113 | +683 | 109.81% | Q4 2025 | Jan 15, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 1,287 | 117 | 0.33% | 0.33% | 1114 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,272 | 116 | 0.0% | 0.0% | 1115 | +734 | 136.43% | Q4 2025 | Feb 02, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,225 | 111 | 0.04% | 0.15% | 1116 | +411 | 50.49% | Q4 2025 | Jan 20, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 1,179 | 107 | 0.01% | — | 1117 | +1,179 | New | Q4 2025 | Feb 17, 2026 |
| MGB Wealth Management, LLC | History | Added to | 1,119 | 102 | 0.03% | 0.03% | 1118 | +15 | 1.36% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Advisors | History | Added to | 1,080 | 98 | 0.01% | — | 1120 | +1,072 | 13400.0% | Q4 2025 | Feb 12, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 1,080 | 98 | 0.03% | 0.03% | 1119 | +104 | 10.66% | Q4 2025 | Jan 23, 2026 |
| HOWE & RUSLING INC | History | Reduced | 1,062 | 97 | 0.01% | 0.01% | 1121 | -203 | -16.05% | Q4 2025 | Feb 17, 2026 |
| Clark Wealth Partners | History | No change | 1,064 | 97 | 0.06% | 0.06% | 1122 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Transce3nd, LLC | History | Reduced | 1,010 | 92 | 0.74% | 1.19% | 1123 | -450 | -30.82% | Q4 2025 | Feb 06, 2026 |
| Copia Wealth Management | History | Added to | 952 | 86 | 0.06% | 0.04% | 1124 | +301 | 46.24% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 915 | 83 | 0.01% | 0.01% | 1125 | -391 | -29.94% | Q4 2025 | Feb 20, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 917 | 83 | 0.01% | 0.01% | 1126 | +92 | 11.15% | Q4 2025 | Jan 28, 2026 |
| Root Financial Partners, LLC | History | Reduced | 822 | 75 | 0.0% | 0.01% | 1127 | -199 | -19.49% | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 783 | 71 | 0.0% | 0.0% | 1128 | +761 | 3459.09% | Q4 2025 | Feb 12, 2026 |
| ORG Wealth Partners, LLC | History | Reduced | 769 | 70 | 0.02% | 0.03% | 1130 | -824 | -51.73% | Q4 2025 | Jan 14, 2026 |
| Weaver Capital Management LLC | History | Reduced | 774 | 70 | 0.01% | 0.02% | 1129 | -80 | -9.37% | Q4 2025 | Jan 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 737 | 67 | 0.0% | — | 1131 | +737 | New | Q4 2025 | Feb 09, 2026 |
| Deane Retirement Strategies, Inc. | History | Reduced | 662 | 60 | 0.02% | 0.2% | 1132 | -4,506 | -87.19% | Q4 2025 | Jan 28, 2026 |
| OPTIMA CAPITAL LLC | History | New | 664 | 60 | 0.03% | — | 1133 | +664 | New | Q4 2025 | Jan 23, 2026 |
| Costello Asset Management, INC | History | Added to | 610 | 55 | 0.02% | 0.02% | 1134 | +9 | 1.5% | Q4 2025 | Feb 03, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 599 | 54 | 0.0% | 0.0% | 1135 | +2 | 0.34% | Q4 2025 | Feb 09, 2026 |
| Winthrop Capital Management, LLC | History | No change | 589 | 54 | 0.01% | 0.01% | 1136 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 566 | 51 | 0.02% | 0.02% | 1137 | +7 | 1.25% | Q4 2025 | Jan 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 551 | 50 | 0.0% | 0.0% | 1138 | +116 | 26.67% | Q4 2025 | Jan 15, 2026 |
| Bangor Savings Bank | History | No change | 546 | 49 | 0.0% | 0.0% | 1139 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Anfield Capital Management, LLC | History | No change | 474 | 43 | 0.01% | 0.01% | 1140 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Estate Planners Group, LLC | History | New | 468 | 42 | 0.02% | — | 1141 | +468 | New | Q4 2025 | Apr 07, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 436 | 39 | 0.0% | 0.0% | 1142 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 422 | 38 | 0.01% | 1.3% | 1144 | -34,101 | -98.78% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Reduced | 420 | 38 | 0.0% | 0.01% | 1143 | -86 | -17.0% | Q4 2025 | Feb 03, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 395 | 36 | 0.0% | 0.02% | 1145 | -1,919 | -82.93% | Q4 2025 | Jan 27, 2026 |
| Quarry LP | History | New | 390 | 35 | 0.01% | — | 1146 | +390 | New | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 383 | 34 | 0.02% | 0.03% | 1148 | -383 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Ancora Advisors LLC | History | Added to | 383 | 34 | 0.0% | 0.0% | 1147 | +55 | 16.77% | Q4 2025 | Feb 17, 2026 |
| Balentine LLC | History | No change | 335 | 30 | 0.0% | 0.0% | 1149 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Westwind Capital | History | New | 305 | 28 | 0.01% | — | 1150 | +305 | New | Q4 2025 | Jan 09, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 313 | 28 | 0.03% | 0.02% | 1151 | +98 | 45.58% | Q4 2025 | Jan 29, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 293 | 26 | 0.01% | 0.01% | 1152 | -6 | -2.01% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 263 | 24 | 0.0% | 0.0% | 1153 | +174 | 195.51% | Q4 2025 | Feb 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 272 | 24 | 0.0% | 0.0% | 1154 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Piscataqua Savings Bank | History | No change | 263 | 24 | 0.02% | 0.02% | 1155 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 252 | 23 | 0.01% | 0.01% | 1156 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 247 | 22 | 0.0% | — | 1157 | +247 | New | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 225 | 20 | 0.0% | — | 1159 | +225 | New | Q4 2025 | Feb 17, 2026 |
| Provident Wealth Management, LLC | History | Added to | 222 | 20 | 0.01% | 0.01% | 1158 | +16 | 7.77% | Q4 2025 | Jan 28, 2026 |
| BESSEMER GROUP INC | History | Reduced | 200 | 18 | 0.0% | 0.0% | 1160 | -615 | -75.46% | Q4 2025 | Feb 05, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 202 | 18 | 0.01% | 0.0% | 1161 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BAYBAN | History | New | 190 | 17 | 0.02% | — | 1162 | +190 | New | Q4 2025 | Mar 05, 2026 |
| LRI Investments, LLC | History | Added to | 176 | 16 | 0.0% | 0.0% | 1163 | +69 | 64.49% | Q4 2025 | Feb 04, 2026 |
| Imprint Wealth LLC | History | Reduced | 153 | 13 | 0.06% | 0.14% | 1165 | -331 | -68.39% | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 150 | 13 | 0.01% | — | 1167 | +150 | New | Q4 2025 | Feb 10, 2026 |
| Avion Wealth | History | No change | 152 | 13 | 0.0% | 0.0% | 1164 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 150 | 13 | 0.0% | 0.0% | 1166 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | Added to | 141 | 12 | 0.0% | 0.0% | 1170 | +2 | 1.44% | Q4 2025 | Jan 29, 2026 |
| DAGCO, INC. | History | Added to | 136 | 12 | 0.0% | 0.0% | 1169 | +1 | 0.74% | Q4 2025 | Jan 08, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 133 | 12 | 0.0% | 0.0% | 1168 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Merited Wealth, LLC | History | New | 131 | 11 | 0.01% | — | 1174 | +131 | New | Q4 2025 | Mar 26, 2026 |
| Strive Financial Group ,LLC | History | New | 122 | 11 | 0.01% | — | 1173 | +122 | New | Q4 2025 | Feb 18, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 116 | 11 | 0.0% | 0.0% | 1171 | +67 | 136.73% | Q4 2025 | Feb 09, 2026 |
| Versant Capital Management, Inc | History | No change | 124 | 11 | 0.0% | 0.0% | 1172 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Crewe Advisors LLC | History | Reduced | 115 | 10 | 0.0% | 0.01% | 1175 | -1,103 | -90.56% | Q4 2025 | Jan 16, 2026 |
| MASECO LLP | History | New | 1,093 | 9 | 0.0% | — | 1179 | +1,093 | New | Q4 2025 | Jan 22, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 100 | 9 | 0.0% | 0.0% | 1176 | +1 | 1.01% | Q4 2025 | Feb 11, 2026 |
| Wellington Shields & Co., LLC | History | No change | 99 | 9 | 0.0% | 0.0% | 1177 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 100 | 9 | 0.01% | 0.01% | 1178 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| REAP Financial Group, LLC | History | No change | 88 | 8 | 0.0% | 0.0% | 1180 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PMV Capital Advisers, LLC | History | New | 85 | 7 | 0.01% | — | 1182 | +85 | New | Q4 2025 | Jan 08, 2026 |
| TCTC Holdings, LLC | History | No change | 80 | 7 | 0.0% | 0.0% | 1181 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bravera Wealth | History | New | 76 | 6 | 0.0% | — | 1186 | +76 | New | Q4 2025 | Apr 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 68 | 6 | 0.0% | — | 1184 | +68 | New | Q4 2025 | Jan 22, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 75 | 6 | 0.0% | 0.0% | 1185 | +1 | 1.35% | Q4 2025 | Feb 05, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 76 | 6 | 0.0% | 0.0% | 1183 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Center for Financial Planning, Inc. | History | New | 58 | 5 | 0.0% | — | 1189 | +58 | New | Q4 2025 | Feb 05, 2026 |
| HOEY INVESTMENTS, INC | History | New | 56 | 5 | 0.0% | — | 1188 | +56 | New | Q4 2025 | Jan 28, 2026 |
| Cheviot Value Management, LLC | History | No change | 63 | 5 | 0.0% | 0.0% | 1187 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Elevated Capital Advisors, LLC | History | New | 44 | 4 | 0.0% | — | 1190 | +44 | New | Q4 2025 | Jan 27, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 33 | 3 | 0.0% | 1.12% | 1197 | -32,139 | -99.9% | Q4 2025 | Jan 21, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 37 | 3 | 0.0% | 0.03% | 1192 | -2,945 | -98.76% | Q4 2025 | Jan 23, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 34 | 3 | 0.0% | 0.01% | 1199 | -117 | -77.48% | Q4 2025 | Feb 10, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 43 | 3 | 0.0% | — | 1200 | +43 | New | Q4 2025 | Feb 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 43 | 3 | 0.0% | — | 1201 | +43 | New | Q4 2025 | Feb 19, 2026 |
| Cornerstone Planning Group LLC | History | New | 36 | 3 | 0.0% | — | 1196 | +36 | New | Q4 2025 | Feb 02, 2026 |
| Kingdom Financial Group LLC. | History | New | 35 | 3 | 0.0% | — | 1198 | +35 | New | Q4 2025 | Feb 06, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | New | 34 | 3 | 0.0% | — | 1193 | +34 | New | Q4 2025 | Feb 04, 2026 |
| Key FInancial Inc | History | Reduced | 34 | 3 | 0.0% | 0.0% | 1195 | -8 | -19.05% | Q4 2025 | Feb 09, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 35 | 3 | 0.0% | 0.0% | 1191 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 38 | 3 | 0.0% | 0.0% | 1194 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 26 | 2 | 0.0% | 0.0% | 1202 | -48 | -64.86% | Q4 2025 | Jan 20, 2026 |
| POM Investment Strategies, LLC | History | Added to | 27 | 2 | 0.0% | — | 1206 | +25 | 1250.0% | Q4 2025 | Feb 17, 2026 |
| Cranbrook Wealth Management, LLC | History | New | 24 | 2 | 0.0% | — | 1203 | +24 | New | Q4 2025 | Jan 28, 2026 |
| McIlrath & Eck, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 1204 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BFSG, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 1205 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Crews Bank & Trust | History | No change | 23 | 2 | 0.0% | 0.0% | 1207 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | New | 21 | 1 | 0.0% | — | 1214 | +21 | New | Q4 2025 | Feb 17, 2026 |
| Sunrise Financial Services, LLC | History | New | 21 | 1 | 0.0% | — | 1215 | +21 | New | Q4 2025 | Feb 11, 2026 |
| HM PAYSON & CO | History | New | 19 | 1 | 0.0% | — | 1208 | +19 | New | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 19 | 1 | 0.0% | — | 1210 | +19 | New | Q4 2025 | Feb 13, 2026 |
| Integrity Financial Corp /WA | History | New | 19 | 1 | 0.0% | — | 1213 | +19 | New | Q4 2025 | Feb 13, 2026 |
| Stone House Investment Management, LLC | History | New | 13 | 1 | 0.0% | — | 1211 | +13 | New | Q4 2025 | Jan 21, 2026 |
| TRUST CO OF VERMONT | History | New | 11 | 1 | 0.0% | — | 1209 | +11 | New | Q4 2025 | Jan 16, 2026 |
| City State Bank | History | No change | 13 | 1 | 0.0% | 0.0% | 1212 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Donoghue Forlines LLC | History | Closed out | 0 | 0 | — | 10.23% | — | -361,883 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -351,638 | -100.0% | Q3 2025 | Oct 23, 2025 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 2.48% | — | -190,103 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Nixon Capital, LLC | History | Closed out | 0 | 0 | — | 5.23% | — | -187,230 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Rareview Capital LLC | History | Closed out | 0 | 0 | — | 9.74% | — | -173,918 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 1.56% | — | -117,498 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Epoch Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -113,447 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.03% | — | -84,423 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Three Seasons Wealth, LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -83,107 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Boston Standard Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.21% | — | -78,686 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Stelac Advisory Services LLC | History | Closed out | 0 | 0 | — | 2.37% | — | -74,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 4.09% | — | -74,183 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Austin Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -59,823 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Moment Partners, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -40,847 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Kera Capital Partners, Inc. | History | Closed out | 0 | 0 | — | 0.5% | — | -36,026 | -100.0% | Q3 2025 | Oct 27, 2025 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 1.22% | — | -33,941 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Integrity Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 1.53% | — | -25,211 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,944 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STATE STREET CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,829 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hardman Johnston Global Advisors LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -23,350 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -19,138 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OAK FAMILY ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -18,207 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Sherman Asset Management, Inc. | History | Closed out | 0 | 0 | — | 1.11% | — | -14,090 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Lionsbridge Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.26% | — | -13,994 | -100.0% | Q3 2025 | Oct 20, 2025 |
| J HAGAN CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.7% | — | -12,588 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Constant Guidance Financial LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -11,957 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Lifestyle Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.36% | — | -11,485 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Tairen Capital Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -11,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -11,072 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Arlington Partners LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -10,904 | -100.0% | Q3 2025 | Oct 28, 2025 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Closed out | 0 | 0 | — | 0.04% | — | -10,900 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.03% | — | -10,825 | -100.0% | Q3 2025 | Oct 22, 2025 |
| NOVUS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 2.27% | — | -10,798 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LOOMIS SAYLES & CO L P | History | Closed out | 0 | 0 | — | 0.0% | — | -9,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Robinson Value Management, Ltd. | History | Closed out | 0 | 0 | — | 0.42% | — | -7,831 | -100.0% | Q3 2025 | Oct 29, 2025 |
| RMR Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -7,159 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -6,985 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Duncan Williams Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -6,979 | -100.0% | Q3 2025 | Nov 12, 2025 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Closed out | 0 | 0 | — | 0.8% | — | -6,924 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Aspire Private Capital, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -6,315 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,208 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Motiv8 Investments LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -5,654 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Affiance Financial, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,420 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Catalyst Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Intellectus Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Accent Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,253 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -4,253 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,250 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Global Financial Private Client, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,155 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Freedom Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -4,153 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clark Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,993 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Premier Path Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,987 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Ignite Planners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,942 | -100.0% | Q3 2025 | Oct 08, 2025 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.21% | — | -3,715 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MinichMacGregor Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,699 | -100.0% | Q3 2025 | Oct 28, 2025 |
| ACCESS FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -3,643 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Valtinson Bruner Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,537 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Outlook Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,435 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,430 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Emerald Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,207 | -100.0% | Q3 2025 | Oct 29, 2025 |
| FLAGSTAR ADVISORS INC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,138 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,095 | -100.0% | Q3 2025 | Oct 09, 2025 |
| GWN SECURITIES INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -2,983 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Capstone Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,966 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bryn Mawr Trust Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,871 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Revere Asset Management, Inc | History | Closed out | 0 | 0 | — | 0.1% | — | -2,870 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Rinkey Investments | History | Closed out | 0 | 0 | — | 0.07% | — | -2,808 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Attessa Capital LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,798 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Yukon Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -2,729 | -100.0% | Q3 2025 | Nov 14, 2025 |
| True Vision MN LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,683 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Oldfather Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,673 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Argyle Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,552 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Platform Technology Partners | History | Closed out | 0 | 0 | — | 0.06% | — | -2,528 | -100.0% | Q3 2025 | Oct 29, 2025 |
| DAYMARK WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,451 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,431 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,390 | -100.0% | Q3 2025 | Oct 28, 2025 |
| MEMBERS WEALTH LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,390 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Covington Investment Advisors Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,350 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Fulcrum Equity Management | History | Closed out | 0 | 0 | — | 0.22% | — | -2,333 | -100.0% | Q3 2025 | Jan 06, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Closed out | 0 | 0 | — | 0.18% | — | -2,275 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Iron Gate Global Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,221 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 1 | 0 | — | 0.01% | — | -2,028 | -99.95% | Q4 2025 | Jan 23, 2026 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.09% | — | -1,387 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,112 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.01% | — | -771 | -100.0% | Q3 2025 | Oct 22, 2025 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -745 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -396 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -340 | -100.0% | Q3 2025 | Oct 28, 2025 |
| CITY HOLDING CO | History | Closed out | 0 | 0 | — | 0.0% | — | -310 | -100.0% | Q3 2025 | Oct 22, 2025 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -294 | -100.0% | Q3 2025 | Feb 17, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -271 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Moisand Fitzgerald Tamayo, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -220 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -218 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rakuten Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -197 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Coastline Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Accordant Advisory Group Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2025 | Oct 24, 2025 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Aventura Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Jan 07, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Nov 14, 2025 |
| First Pacific Financial | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Kilter Group LLC | History | Reduced | 1 | 0 | — | — | — | -5 | -83.33% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Feb 17, 2026 |
| HighMark Wealth Management LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Feb 05, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 30, 2026 |
| Richard Bernstein Advisors LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |