iSHARES TRUST - DGRO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 19,757,259 | 1,371,548 | 0.1% | 0.09% | 1 | +1,094,967 | 5.87% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 19,366,070 | 1,344,392 | 0.08% | 0.08% | 2 | +331,748 | 1.74% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 18,763,346 | 1,302,551 | 0.36% | 0.36% | 3 | +595,710 | 3.28% | Q4 2025 | Feb 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 13,931,233 | 967,106 | 2.16% | 2.13% | 4 | +628,342 | 4.72% | Q4 2025 | Jan 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 10,746,195 | 746,004 | 0.23% | 0.23% | 5 | +279,160 | 2.67% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 10,291,507 | 714,436 | 0.21% | 0.21% | 6 | -268,490 | -2.54% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,989,957 | 693,509 | 0.42% | 0.4% | 7 | +1,383,791 | 16.08% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 8,339,921 | 578,957 | 8.82% | 9.07% | 8 | +215,540 | 2.65% | Q4 2025 | Jan 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,137,125 | 564,879 | 0.09% | — | 9 | +8,137,125 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,267,236 | 504,491 | 0.67% | 0.67% | 10 | -288,373 | -3.82% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,050,627 | 489,454 | 0.09% | 0.08% | 11 | +665,808 | 10.43% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,946,094 | 482,064 | 0.11% | 0.11% | 12 | -339,239 | -4.66% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,790,175 | 471,373 | 0.26% | 0.31% | 13 | -808,136 | -10.64% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 5,799,992 | 402,635 | 0.02% | 0.02% | 14 | +552,555 | 10.53% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,001,638 | 347,213 | 0.38% | 0.38% | 15 | +39,699 | 0.8% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,982,318 | 345,872 | 0.04% | 0.04% | 16 | -22,645 | -0.45% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Reduced | 4,516,217 | 313,515 | 0.05% | 0.05% | 17 | -213,714 | -4.52% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,570,130 | 247,838 | 0.6% | 0.68% | 18 | -173,753 | -4.64% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,330,585 | 231,209 | 0.01% | 0.01% | 19 | +11,183 | 0.34% | Q4 2025 | Feb 11, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 3,185,104 | 221,109 | 1.78% | 1.81% | 20 | -74,052 | -2.27% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Added to | 3,096,053 | 214,927 | 0.23% | 0.2% | 21 | +512,599 | 19.84% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,031,436 | 210,442 | 0.28% | 0.28% | 22 | +5,771 | 0.19% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,678,223 | 185,922 | 0.17% | 0.16% | 23 | +128,647 | 5.05% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 2,598,771 | 180,406 | 0.21% | 0.23% | 24 | -44,335 | -1.68% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,374,253 | 164,820 | 0.1% | 0.1% | 25 | +73,186 | 3.18% | Q4 2025 | Feb 10, 2026 |
| Avior Wealth Management, LLC | History | Added to | 1,907,665 | 132,430 | 4.13% | 3.89% | 26 | +135,877 | 7.67% | Q4 2025 | Jan 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,722,529 | 119,577 | 2.55% | 2.3% | 27 | +220,253 | 14.66% | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,649,784 | 114,528 | 0.16% | 0.16% | 28 | +115,548 | 7.53% | Q4 2025 | Mar 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,640,903 | 113,948 | 0.17% | 0.15% | 29 | +29,494 | 1.83% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,544,800 | 107,240 | 0.02% | 0.01% | 30 | +221,906 | 16.77% | Q4 2025 | Feb 17, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 1,513,906 | 105,095 | 0.73% | 0.76% | 31 | -17,029 | -1.11% | Q4 2025 | Feb 11, 2026 |
| ProVise Management Group, LLC | History | Added to | 1,363,330 | 94,642 | 6.74% | 6.7% | 32 | +28,466 | 2.13% | Q4 2025 | Jan 29, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 1,298,467 | 90,139 | 9.03% | 8.88% | 33 | +44,806 | 3.57% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 1,268,382 | 88,051 | 0.0% | 0.0% | 34 | -763,079 | -37.56% | Q4 2025 | Feb 12, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 1,254,894 | 87,114 | 12.08% | 11.83% | 35 | +20,316 | 1.65% | Q4 2025 | Feb 04, 2026 |
| Ledyard National Bank | History | Added to | 1,222,546 | 84,869 | 7.31% | 6.91% | 36 | +90,122 | 7.96% | Q4 2025 | Jan 21, 2026 |
| SHP Wealth Management | History | New | 1,213,414 | 84,235 | 6.55% | — | 37 | +1,213,414 | New | Q4 2025 | Mar 04, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 1,136,083 | 78,866 | 22.53% | 18.84% | 38 | -7,872 | -0.69% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,062,556 | 73,763 | 0.19% | 0.19% | 39 | +32,246 | 3.13% | Q4 2025 | Feb 05, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,042,635 | 72,379 | 3.0% | 3.14% | 40 | +105,355 | 11.24% | Q4 2025 | Jan 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 971,340 | 67,430 | 0.37% | 0.31% | 41 | +104,884 | 12.1% | Q4 2025 | Jan 29, 2026 |
| American Trust | History | Added to | 960,971 | 66,710 | 5.61% | 4.76% | 42 | +133,917 | 16.19% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 946,077 | 65,676 | 0.31% | 0.35% | 43 | -98,948 | -9.47% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 915,635 | 63,563 | 0.1% | 0.1% | 44 | +4,163 | 0.46% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 885,833 | 61,494 | 0.22% | 0.25% | 45 | +84,837 | 10.59% | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 847,724 | 58,848 | 0.41% | 0.53% | 46 | -63,676 | -6.99% | Q4 2025 | Feb 18, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 822,044 | 57,066 | 5.24% | 5.15% | 47 | -1,982 | -0.24% | Q4 2025 | Feb 06, 2026 |
| Horizon Investments, LLC | History | Reduced | 800,194 | 55,549 | 0.7% | 0.78% | 48 | -75,023 | -8.57% | Q4 2025 | Feb 02, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 788,179 | 54,715 | 4.67% | 4.67% | 49 | +9,851 | 1.27% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Added to | 733,342 | 50,908 | 0.2% | 0.18% | 50 | +12,576 | 1.74% | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Reduced | 731,146 | 50,756 | 1.4% | 1.46% | 51 | -22,294 | -2.96% | Q4 2025 | Jan 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 715,165 | 49,646 | 0.4% | 0.36% | 52 | +189,488 | 36.05% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 706,406 | 49,038 | 0.01% | 0.01% | 53 | -36,800 | -4.95% | Q4 2025 | Feb 10, 2026 |
| Auto-Owners Insurance Co | History | Added to | 689,500 | 47,865 | 1.0% | 0.9% | 54 | +175,000 | 34.01% | Q4 2025 | Mar 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 685,366 | 47,578 | 0.2% | 0.12% | 55 | +290,790 | 73.7% | Q4 2025 | Feb 13, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 682,468 | 47,376 | 4.27% | 4.26% | 56 | +5,694 | 0.84% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 679,406 | 47,164 | 0.09% | 0.09% | 57 | +12,276 | 1.84% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 667,857 | 46,362 | 0.25% | 0.26% | 58 | +9,943 | 1.51% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 675,156 | 46,299 | 0.05% | 0.07% | 59 | +33,473 | 5.22% | Q4 2025 | Feb 13, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 647,554 | 44,953 | 8.2% | 8.51% | 60 | +15,020 | 2.37% | Q4 2025 | Feb 10, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 629,975 | 43,732 | 7.34% | 7.54% | 61 | +1,125 | 0.18% | Q4 2025 | Feb 10, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 607,050 | 42,141 | 8.03% | 8.48% | 62 | -71,401 | -10.52% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 601,612 | 41,763 | 0.59% | 0.49% | 63 | +10,537 | 1.78% | Q4 2025 | Feb 02, 2026 |
| FORM Wealth Advisors, LLC | History | New | 591,147 | 41,037 | 4.8% | — | 64 | +591,147 | New | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 580,068 | 40,993 | 0.06% | 0.06% | 65 | -1,841 | -0.32% | Q4 2025 | Jan 08, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Added to | 568,940 | 39,496 | 0.86% | 0.82% | 66 | +10,640 | 1.91% | Q4 2025 | Feb 12, 2026 |
| Wolff Financial Management LLC | History | Added to | 549,843 | 38,170 | 8.58% | 8.49% | 67 | +12,491 | 2.32% | Q4 2025 | Feb 06, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Added to | 548,369 | 38,067 | 7.13% | 5.83% | 68 | +28,039 | 5.39% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 719,151 | 37,917 | 0.92% | 0.92% | 69 | +15,669 | 2.23% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 542,997 | 37,695 | 0.09% | 0.09% | 70 | +13,791 | 2.61% | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 541,766 | 37,609 | 0.51% | 0.64% | 71 | +50,123 | 10.19% | Q4 2025 | Feb 06, 2026 |
| XML Financial, LLC | History | Reduced | 507,686 | 35,243 | 2.87% | 2.82% | 72 | -540 | -0.11% | Q4 2025 | Feb 11, 2026 |
| DAGCO, INC. | History | Reduced | 507,307 | 35,217 | 8.13% | 8.74% | 73 | -3,142 | -0.62% | Q4 2025 | Jan 08, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 506,922 | 35,190 | 7.8% | 7.12% | 74 | +47,934 | 10.44% | Q4 2025 | Jan 12, 2026 |
| Litman Gregory Wealth Management LLC | History | Added to | 503,026 | 34,920 | 2.55% | 2.51% | 75 | +6,281 | 1.26% | Q4 2025 | Feb 12, 2026 |
| JGP Wealth Management, LLC | History | Added to | 502,029 | 34,850 | 3.63% | 3.69% | 76 | +14,253 | 2.92% | Q4 2025 | Jan 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 499,151 | 34,651 | 0.24% | 0.23% | 77 | +37,359 | 8.09% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 497,681 | 34,549 | 2.26% | 2.23% | 78 | +18,826 | 3.93% | Q4 2025 | Jan 23, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 467,757 | 32,472 | 0.05% | 0.04% | 79 | +91,056 | 24.17% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 462,983 | 32,140 | 0.36% | 0.38% | 80 | -7,334 | -1.56% | Q4 2025 | Jan 20, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 446,371 | 30,987 | 4.87% | 6.61% | 81 | -163,826 | -26.85% | Q4 2025 | Feb 11, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 441,376 | 30,640 | 3.92% | 4.06% | 82 | -10,412 | -2.3% | Q4 2025 | Feb 04, 2026 |
| Altus Wealth Management, LLC | History | Added to | 439,942 | 30,540 | 13.17% | 13.11% | 83 | +5,091 | 1.17% | Q4 2025 | Jan 22, 2026 |
| Silver Coast Investments LLC | History | Added to | 433,219 | 30,074 | 10.37% | 10.04% | 84 | +4,032 | 0.94% | Q4 2025 | Jan 27, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 426,284 | 29,592 | 5.24% | 7.31% | 85 | -168,232 | -28.3% | Q4 2025 | Jan 23, 2026 |
| Provident Wealth Management, LLC | History | Added to | 423,285 | 29,384 | 8.7% | 8.57% | 86 | +7,038 | 1.69% | Q4 2025 | Jan 28, 2026 |
| Capital Analysts, LLC | History | Added to | 414,179 | 28,752 | 0.87% | 0.8% | 87 | +11,463 | 2.85% | Q4 2025 | Feb 11, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 412,404 | 28,629 | 2.73% | 2.68% | 88 | +3,432 | 0.84% | Q4 2025 | Jan 29, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 373,540 | 27,645 | 8.16% | 8.2% | 89 | +9,005 | 2.47% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 391,203 | 27,156 | 0.14% | 0.16% | 90 | +18,335 | 4.92% | Q4 2025 | Feb 17, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 386,930 | 26,860 | 11.68% | 11.3% | 91 | +16,772 | 4.53% | Q4 2025 | Jan 14, 2026 |
| Creative Planning | History | Reduced | 385,137 | 26,736 | 0.02% | 0.02% | 92 | -10,479 | -2.65% | Q4 2025 | Feb 17, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 371,170 | 26,449 | 10.46% | 10.7% | 93 | -4,816 | -1.28% | Q4 2025 | Feb 05, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 367,242 | 25,493 | 7.46% | — | 94 | +367,242 | New | Q4 2025 | Mar 19, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 365,470 | 25,370 | 17.06% | — | 95 | +365,470 | New | Q4 2025 | Feb 03, 2026 |
| Presidio Capital Management, LLC | History | New | 355,465 | 24,676 | 7.41% | — | 96 | +355,465 | New | Q4 2025 | Jan 15, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 355,124 | 24,652 | 4.86% | 4.85% | 97 | -327 | -0.09% | Q4 2025 | Jan 08, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 349,101 | 24,234 | 9.15% | 9.61% | 98 | -5,195 | -1.47% | Q4 2025 | Feb 04, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 340,396 | 23,630 | 4.88% | 4.88% | 99 | +1,929 | 0.57% | Q4 2025 | Feb 09, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 335,351 | 23,280 | 1.97% | 0.98% | 100 | +171,633 | 104.83% | Q4 2025 | Feb 06, 2026 |
| REGIONS FINANCIAL CORP | History | New | 326,478 | 22,664 | 0.15% | — | 101 | +326,478 | New | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Added to | 325,729 | 22,612 | 0.4% | 0.36% | 102 | +91,315 | 38.95% | Q4 2025 | Feb 06, 2026 |
| VICUS CAPITAL | History | Added to | 318,290 | 22,095 | 1.66% | 1.63% | 103 | +5,409 | 1.73% | Q4 2025 | Jan 22, 2026 |
| CHOREO, LLC | History | Reduced | 315,202 | 22,042 | 0.28% | 0.28% | 104 | -1,311 | -0.41% | Q4 2025 | Jan 23, 2026 |
| Allegheny Financial Group | History | Added to | 316,428 | 21,966 | 3.25% | 3.95% | 105 | +5,560 | 1.79% | Q4 2025 | Feb 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 315,824 | 21,924 | 0.13% | 0.04% | 106 | +229,833 | 267.28% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 310,913 | 21,583 | 0.12% | 0.12% | 107 | +25,008 | 8.75% | Q4 2025 | Feb 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 306,679 | 21,289 | 0.55% | 0.64% | 108 | -3,521 | -1.14% | Q4 2025 | Feb 02, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 305,399 | 21,201 | 2.39% | 2.34% | 109 | +1,676 | 0.55% | Q4 2025 | Jan 21, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 304,569 | 21,143 | 1.11% | 0.98% | 110 | +139,051 | 84.01% | Q4 2025 | Feb 09, 2026 |
| DAVENPORT & Co LLC | History | Added to | 302,641 | 21,009 | 0.11% | 0.11% | 111 | +5,512 | 1.86% | Q4 2025 | Jan 12, 2026 |
| MORTON COMMUNITY BANK | History | Added to | 289,780 | 20,814 | 4.5% | 4.39% | 112 | +11,305 | 4.06% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 290,311 | 20,153 | 0.04% | 0.03% | 113 | +63,272 | 27.87% | Q4 2025 | Mar 16, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 289,800 | 20,117 | 1.14% | 0.96% | 114 | +45,000 | 18.38% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Reduced | 286,730 | 19,904 | 0.13% | 0.13% | 115 | -4,783 | -1.64% | Q4 2025 | Jan 28, 2026 |
| Colonial Trust Advisors | History | Added to | 283,021 | 19,647 | 1.48% | 1.46% | 116 | +3,729 | 1.34% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 282,203 | 19,590 | 0.28% | 0.17% | 117 | +116,279 | 70.08% | Q4 2025 | Feb 09, 2026 |
| Prospera Financial Services Inc | History | Added to | 280,082 | 19,449 | 0.32% | 0.31% | 118 | +9,616 | 3.56% | Q4 2025 | Feb 09, 2026 |
| Atria Investments, Inc | History | Added to | 276,573 | 19,199 | 0.22% | 0.17% | 119 | +56,085 | 25.44% | Q4 2025 | Feb 05, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 262,625 | 19,187 | 5.4% | 5.64% | 120 | -7,293 | -2.7% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 272,573 | 18,922 | 0.7% | 0.68% | 121 | +18,341 | 7.21% | Q4 2025 | Feb 06, 2026 |
| Powers Advisory Group, LLC | History | Added to | 270,252 | 18,760 | 7.07% | 7.03% | 122 | +10,778 | 4.15% | Q4 2025 | Jan 22, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 266,331 | 18,488 | 0.22% | 0.18% | 123 | -22,640 | -7.83% | Q4 2025 | Feb 13, 2026 |
| Objectivity Squared, LLC | History | Added to | 266,126 | 18,474 | 10.33% | 10.64% | 124 | +4,140 | 1.58% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 264,098 | 18,334 | 0.03% | 0.02% | 125 | +45,631 | 20.89% | Q4 2025 | Feb 18, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 262,698 | 18,236 | 2.31% | 1.39% | 126 | +113,802 | 76.43% | Q4 2025 | Feb 03, 2026 |
| 46 Peaks LLC | History | New | 262,332 | 18,211 | 13.36% | — | 127 | +262,332 | New | Q4 2025 | Feb 26, 2026 |
| London & Capital Asset Management Ltd | History | New | 260,961 | 18,114 | 0.19% | — | 128 | +260,961 | New | Q4 2025 | Feb 17, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 255,592 | 17,743 | 1.13% | 1.29% | 129 | -29,686 | -10.41% | Q4 2025 | Feb 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 252,955 | 17,560 | 0.34% | 0.23% | 130 | +109,343 | 76.14% | Q4 2025 | Feb 13, 2026 |
| Eagle Strategies LLC | History | Added to | 250,743 | 17,406 | 2.22% | 2.21% | 131 | +8,420 | 3.47% | Q4 2025 | Jan 23, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 245,493 | 17,167 | 4.74% | 4.07% | 132 | +49,485 | 25.25% | Q4 2025 | Jan 14, 2026 |
| Capital Planning LLC | History | Reduced | 238,974 | 16,680 | 4.67% | 4.76% | 133 | -1,115 | -0.46% | Q4 2025 | Jan 23, 2026 |
| Mutual Advisors, LLC | History | Reduced | 237,661 | 16,498 | 0.35% | 0.36% | 134 | -1,132 | -0.47% | Q4 2025 | Feb 02, 2026 |
| IFS Advisors, LLC | History | Added to | 237,189 | 16,465 | 8.55% | 8.21% | 135 | +31,065 | 15.07% | Q4 2025 | Jan 09, 2026 |
| Tandem Wealth Advisors LLC | History | Reduced | 225,361 | 16,365 | 7.34% | 7.64% | 136 | -10,540 | -4.47% | Q4 2025 | Feb 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 232,536 | 16,142 | 1.0% | 1.04% | 137 | +19,935 | 9.38% | Q4 2025 | Feb 11, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 232,238 | 16,122 | 1.57% | 1.54% | 138 | +5,798 | 2.56% | Q4 2025 | Jan 20, 2026 |
| Accel Wealth Management | History | Added to | 230,125 | 15,975 | 4.37% | 4.41% | 139 | +7,305 | 3.28% | Q4 2025 | Jan 20, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 230,102 | 15,973 | 2.39% | 2.37% | 140 | -2,328 | -1.0% | Q4 2025 | Feb 12, 2026 |
| PFS Partners, LLC | History | Reduced | 226,932 | 15,753 | 7.21% | 7.41% | 141 | -1,805 | -0.79% | Q4 2025 | Jan 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 224,800 | 15,605 | 0.05% | 0.05% | 142 | +13,175 | 6.23% | Q4 2025 | Feb 06, 2026 |
| Well Done, LLC | History | Reduced | 224,760 | 15,602 | 2.33% | 2.72% | 143 | -10,062 | -4.28% | Q4 2025 | Jan 13, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 222,769 | 15,464 | 2.58% | 2.91% | 144 | +3,399 | 1.55% | Q4 2025 | Jan 29, 2026 |
| Gotham Asset Management, LLC | History | Added to | 221,999 | 15,411 | 0.06% | 0.06% | 145 | +8,547 | 4.0% | Q4 2025 | Feb 17, 2026 |
| Atwater Malick LLC | History | Added to | 220,509 | 15,307 | 4.22% | 3.5% | 146 | +43,306 | 24.44% | Q4 2025 | Jan 23, 2026 |
| PSI Advisors, LLC | History | Added to | 219,296 | 15,223 | 3.82% | 3.83% | 147 | +971 | 0.44% | Q4 2025 | Feb 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 214,989 | 14,924 | 0.19% | 0.14% | 148 | +54,655 | 34.09% | Q4 2025 | Jan 29, 2026 |
| SVRN Asset Management, LLC | History | New | 214,285 | 14,875 | 12.25% | — | 149 | +214,285 | New | Q4 2025 | Feb 13, 2026 |
| truNorth Financial Services, Inc. | History | New | 210,860 | 14,637 | 15.87% | — | 150 | +210,860 | New | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 203,514 | 14,127 | 0.45% | 0.4% | 151 | +3,549 | 1.77% | Q4 2025 | Jan 09, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 78,367 | 13,836 | 3.33% | 0.06% | 152 | +74,767 | 2076.86% | Q4 2025 | Feb 12, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 199,048 | 13,817 | 0.91% | 0.9% | 153 | +2,203 | 1.12% | Q4 2025 | Jan 16, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 196,977 | 13,674 | 1.84% | 2.0% | 154 | +13,927 | 7.61% | Q4 2025 | Feb 17, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 196,277 | 13,625 | 9.64% | 9.86% | 155 | +4,659 | 2.43% | Q4 2025 | Jan 23, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 194,397 | 13,495 | 2.19% | 1.9% | 156 | +26,126 | 15.53% | Q4 2025 | Jan 20, 2026 |
| FC Advisory LLC | History | Added to | 193,641 | 13,442 | 3.86% | 3.8% | 157 | +2,651 | 1.39% | Q4 2025 | Jan 13, 2026 |
| LifeGoal Investments, LLC | History | Added to | 193,627 | 13,441 | 8.96% | 9.33% | 158 | +28,614 | 17.34% | Q4 2025 | Jan 15, 2026 |
| SouthState Bank Corp | History | Added to | 191,846 | 13,317 | 0.6% | 0.53% | 159 | +21,249 | 12.46% | Q4 2025 | Feb 11, 2026 |
| Argent Advisors, Inc. | History | Added to | 190,026 | 13,191 | 3.68% | 3.44% | 160 | +18,850 | 11.01% | Q4 2025 | Feb 11, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 189,191 | 13,133 | 1.52% | 1.5% | 161 | -55 | -0.03% | Q4 2025 | Jan 20, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 188,793 | 13,106 | 0.46% | 0.49% | 162 | -47 | -0.02% | Q4 2025 | Feb 04, 2026 |
| Stratos Investment Management, LLC | History | Added to | 186,447 | 12,943 | 0.52% | 0.51% | 163 | +4,542 | 2.5% | Q4 2025 | Jan 20, 2026 |
| WealthShield Partners, LLC | History | Reduced | 186,447 | 12,943 | 1.43% | 1.44% | 164 | -147 | -0.08% | Q4 2025 | Feb 03, 2026 |
| HM PAYSON & CO | History | Added to | 186,220 | 12,927 | 0.18% | 0.01% | 165 | +177,093 | 1940.32% | Q4 2025 | Feb 12, 2026 |
| KPP Advisory Services LLC | History | Reduced | 180,569 | 12,535 | 1.82% | 2.1% | 166 | -27,535 | -13.23% | Q4 2025 | Feb 02, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 180,032 | 12,497 | 1.05% | 0.92% | 167 | -1,582 | -0.87% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 176,164 | 12,229 | 0.86% | 0.98% | 168 | -6,085 | -3.34% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 173,590 | 12,050 | 0.05% | — | 169 | +173,590 | New | Q4 2025 | Feb 05, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Reduced | 172,404 | 11,968 | 6.49% | 7.26% | 170 | -63,475 | -26.91% | Q4 2025 | Jan 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 172,180 | 11,952 | 0.09% | 0.09% | 171 | +4,416 | 2.63% | Q4 2025 | Feb 12, 2026 |
| Rothschild Wealth LLC | History | New | 169,712 | 11,781 | 1.13% | — | 172 | +169,712 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 169,423 | 11,761 | 1.63% | 1.64% | 173 | -5,872 | -3.35% | Q4 2025 | Feb 04, 2026 |
| Cerity Partners LLC | History | Added to | 169,091 | 11,738 | 0.02% | 0.01% | 174 | +93,784 | 124.54% | Q4 2025 | Feb 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 169,083 | 11,737 | 0.44% | 0.42% | 175 | +8,480 | 5.28% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 165,080 | 11,459 | 0.6% | 0.62% | 176 | +400 | 0.24% | Q4 2025 | Feb 05, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 164,858 | 11,444 | 2.67% | 2.57% | 177 | +10,918 | 7.09% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | Added to | 164,699 | 11,433 | 0.17% | 0.16% | 178 | +10,596 | 6.88% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | Added to | 163,412 | 11,344 | 1.51% | 1.48% | 179 | +1,501 | 0.93% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 162,663 | 11,292 | 0.0% | 0.0% | 180 | +116,763 | 254.39% | Q4 2025 | Feb 17, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 162,294 | 11,266 | 2.91% | 2.75% | 181 | +7,384 | 4.77% | Q4 2025 | Jan 27, 2026 |
| Sterling Manor Financial, LLC | History | Reduced | 161,939 | 11,241 | 7.01% | 7.01% | 182 | -1,463 | -0.9% | Q4 2025 | Jan 07, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 161,500 | 11,211 | 1.45% | 1.51% | 183 | -11,338 | -6.56% | Q4 2025 | Jan 22, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 160,924 | 11,171 | 0.26% | 0.25% | 184 | +9,338 | 6.16% | Q4 2025 | Feb 10, 2026 |
| Targeted Financial Services LLC | History | New | 160,738 | 11,158 | 9.61% | — | 185 | +160,738 | New | Q4 2025 | Mar 03, 2026 |
| Fairway Financial, LLC | History | Added to | 159,209 | 11,052 | 8.34% | 8.33% | 186 | +3,937 | 2.54% | Q4 2025 | Feb 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 156,157 | 10,840 | 0.13% | 0.12% | 187 | +13,648 | 9.58% | Q4 2025 | Feb 05, 2026 |
| Modus Advisors, LLC | History | Reduced | 155,505 | 10,795 | 2.85% | 3.26% | 188 | -20,323 | -11.56% | Q4 2025 | Feb 11, 2026 |
| COFG Advisors, LLC | History | New | 153,663 | 10,667 | 2.63% | — | 189 | +153,663 | New | Q4 2025 | Feb 10, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 153,028 | 10,623 | 5.59% | — | 190 | +153,028 | New | Q4 2025 | Feb 27, 2026 |
| Savant Capital, LLC | History | Reduced | 152,383 | 10,578 | 0.06% | 0.06% | 191 | -803 | -0.52% | Q4 2025 | Feb 10, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 151,323 | 10,504 | 0.6% | 0.63% | 192 | -2,245 | -1.46% | Q4 2025 | Feb 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 149,143 | 10,353 | 0.61% | 0.63% | 193 | -1,104 | -0.73% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 147,586 | 10,245 | 0.1% | 0.11% | 194 | -4,278 | -2.82% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 147,088 | 10,210 | 0.02% | 0.02% | 195 | +451 | 0.31% | Q4 2025 | Jan 23, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 146,511 | 10,170 | 0.68% | 0.7% | 196 | -3,560 | -2.37% | Q4 2025 | Jan 08, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 149,637 | 10,059 | 7.83% | 6.8% | 197 | +29,047 | 24.09% | Q4 2025 | Feb 20, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 144,711 | 10,045 | 1.7% | 1.72% | 198 | -2,490 | -1.69% | Q4 2025 | Jan 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 144,396 | 10,023 | 0.07% | 0.06% | 199 | +14,570 | 11.22% | Q4 2025 | Feb 13, 2026 |
| Clarkston Capital Partners, LLC | History | New | 144,369 | 10,022 | 0.23% | — | 200 | +144,369 | New | Q4 2025 | Feb 13, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 143,950 | 9,993 | 0.93% | 1.02% | 201 | -13,309 | -8.46% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 143,920 | 9,990 | 0.14% | 0.14% | 202 | +8,462 | 6.25% | Q4 2025 | Feb 17, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 142,826 | 9,914 | 4.5% | 4.71% | 203 | -1,032 | -0.72% | Q4 2025 | Jan 16, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 142,790 | 9,912 | 1.38% | 1.48% | 204 | -4,413 | -3.0% | Q4 2025 | Feb 02, 2026 |
| Prota Financial, LLC | History | New | 142,250 | 9,875 | 7.11% | — | 205 | +142,250 | New | Q4 2025 | Apr 09, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 142,036 | 9,860 | 5.76% | 3.5% | 206 | +64,537 | 83.27% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Added to | 141,489 | 9,822 | 0.0% | 0.0% | 207 | +9,066 | 6.85% | Q4 2025 | Feb 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 141,488 | 9,822 | 0.32% | 0.35% | 208 | +263 | 0.19% | Q4 2025 | Feb 17, 2026 |
| SFAM, LLC | History | New | 141,356 | 9,812 | 8.97% | — | 209 | +141,356 | New | Q4 2025 | Feb 12, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 140,611 | 9,761 | 0.44% | 0.47% | 210 | +1,543 | 1.11% | Q4 2025 | Feb 17, 2026 |
| EQ LLC | History | Added to | 140,436 | 9,749 | 2.81% | 1.45% | 211 | +77,748 | 124.02% | Q4 2025 | Feb 10, 2026 |
| Valmark Advisers, Inc. | History | Added to | 139,129 | 9,658 | 0.12% | 0.11% | 212 | +9,025 | 6.94% | Q4 2025 | Jan 26, 2026 |
| BBR PARTNERS, LLC | History | Added to | 138,391 | 9,607 | 0.52% | 0.54% | 213 | +589 | 0.43% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 137,795 | 9,565 | 0.06% | 0.05% | 214 | +12,183 | 9.7% | Q4 2025 | Jan 29, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 134,496 | 9,545 | 2.15% | 1.76% | 215 | +30,531 | 29.37% | Q4 2025 | Jan 23, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 137,414 | 9,539 | 0.56% | 0.42% | 216 | -2,620 | -1.87% | Q4 2025 | Jan 30, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 135,958 | 9,438 | 0.03% | 0.03% | 217 | -21,451 | -13.63% | Q4 2025 | Feb 13, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 135,539 | 9,409 | 0.39% | 0.39% | 218 | +2,204 | 1.65% | Q4 2025 | Jan 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 133,788 | 9,287 | 0.11% | 0.06% | 219 | +86,307 | 181.77% | Q4 2025 | Jan 29, 2026 |
| Custos Family Office, LLC | History | Reduced | 133,776 | 9,286 | 6.34% | 6.12% | 220 | -25,209 | -15.86% | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 131,418 | 9,123 | 0.17% | 0.17% | 221 | +490 | 0.37% | Q4 2025 | Jan 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 130,095 | 9,031 | 0.18% | 0.18% | 222 | +17,600 | 15.65% | Q4 2025 | Feb 03, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 129,312 | 8,975 | 0.06% | 0.06% | 223 | -908 | -0.7% | Q4 2025 | Jan 27, 2026 |
| Royal Fund Management, LLC | History | Added to | 127,649 | 8,861 | 0.81% | 0.76% | 224 | +34,122 | 36.48% | Q4 2025 | Jan 15, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 127,275 | 8,835 | 3.58% | 3.56% | 225 | +2,177 | 1.74% | Q4 2025 | Jan 15, 2026 |
| HF Advisory Group, LLC | History | Added to | 126,655 | 8,792 | 3.07% | 3.04% | 226 | +4,972 | 4.09% | Q4 2025 | Jan 23, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 125,870 | 8,737 | 1.18% | 1.11% | 227 | +14,573 | 13.09% | Q4 2025 | Jan 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 125,087 | 8,683 | 2.91% | 3.31% | 228 | -33,626 | -21.19% | Q4 2025 | Jan 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 124,330 | 8,630 | 0.5% | 0.84% | 229 | +900 | 0.73% | Q4 2025 | Jan 29, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 123,169 | 8,550 | 4.66% | 4.63% | 230 | +2,463 | 2.04% | Q4 2025 | Jan 23, 2026 |
| Crews Bank & Trust | History | Reduced | 122,983 | 8,537 | 1.22% | 1.24% | 231 | -1,575 | -1.26% | Q4 2025 | Jan 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 122,680 | 8,516 | 0.11% | 0.13% | 232 | -6,211 | -4.82% | Q4 2025 | Feb 10, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 122,250 | 8,486 | 3.06% | 2.97% | 233 | +5,973 | 5.14% | Q4 2025 | Feb 05, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 121,809 | 8,455 | 3.63% | 3.76% | 234 | +1,325 | 1.1% | Q4 2025 | Jan 22, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 121,677 | 8,446 | 0.56% | 0.53% | 235 | +8,080 | 7.11% | Q4 2025 | Feb 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 118,131 | 8,200 | 0.3% | 0.3% | 236 | +1,480 | 1.27% | Q4 2025 | Feb 02, 2026 |
| Crumly & Associates Inc. | History | Reduced | 117,981 | 8,190 | 1.72% | 1.76% | 237 | -214 | -0.18% | Q4 2025 | Jan 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 117,890 | 8,183 | 0.03% | 0.03% | 238 | +1,880 | 1.62% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 117,514 | 8,158 | 0.02% | 0.02% | 239 | +20,852 | 21.57% | Q4 2025 | Jan 26, 2026 |
| Arkos Global Advisors | History | Reduced | 116,943 | 8,118 | 1.04% | 1.02% | 240 | -568 | -0.48% | Q4 2025 | Feb 13, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 116,337 | 8,076 | 0.6% | 0.6% | 241 | +269 | 0.23% | Q4 2025 | Feb 18, 2026 |
| CVA Family Office, LLC | History | Added to | 116,205 | 8,066 | 0.93% | 0.53% | 242 | +55,475 | 91.35% | Q4 2025 | Jan 12, 2026 |
| Hoese & Co LLP | History | Added to | 114,112 | 7,921 | 5.65% | 5.44% | 243 | +9,535 | 9.12% | Q4 2025 | Jan 14, 2026 |
| Wealth Group Ltd | History | Reduced | 114,014 | 7,914 | 1.77% | 2.62% | 244 | -52,172 | -31.39% | Q4 2025 | Jan 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 113,971 | 7,911 | 1.1% | 1.13% | 245 | -2,765 | -2.37% | Q4 2025 | Jan 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 113,930 | 7,909 | 0.36% | 0.36% | 246 | -1,815 | -1.57% | Q4 2025 | Feb 17, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 112,875 | 7,835 | 3.41% | 3.45% | 247 | +2,225 | 2.01% | Q4 2025 | Feb 05, 2026 |
| Asset Dedication, LLC | History | Reduced | 112,613 | 7,817 | 0.51% | 0.54% | 248 | -5,020 | -4.27% | Q4 2025 | Jan 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 112,406 | 7,803 | 0.07% | 0.09% | 249 | -62,223 | -35.63% | Q4 2025 | Jan 05, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 112,403 | 7,802 | 2.27% | 2.43% | 250 | +4,068 | 3.76% | Q4 2025 | Feb 11, 2026 |
| Matisse Capital | History | Reduced | 112,343 | 7,798 | 3.48% | 3.45% | 251 | -133 | -0.12% | Q4 2025 | Jan 29, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 111,559 | 7,744 | 1.52% | 1.26% | 252 | +2,518 | 2.31% | Q4 2025 | Mar 03, 2026 |
| Tempo Wealth, LLC | History | New | 110,949 | 7,702 | 1.37% | — | 253 | +110,949 | New | Q4 2025 | Feb 25, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 110,603 | 7,678 | 5.82% | 5.85% | 254 | +2,385 | 2.2% | Q4 2025 | Jan 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 110,153 | 7,646 | 0.17% | 0.2% | 255 | +20,757 | 23.22% | Q4 2025 | Feb 05, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 109,792 | 7,621 | 3.55% | 3.59% | 256 | -1,329 | -1.2% | Q4 2025 | Jan 15, 2026 |
| Wright Wealth LLC | History | New | 109,463 | 7,598 | 4.95% | — | 257 | +109,463 | New | Q4 2025 | Feb 13, 2026 |
| Storen Legacy Partners, LLC | History | New | 109,365 | 7,592 | 2.38% | — | 258 | +109,365 | New | Q4 2025 | Mar 05, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 109,137 | 7,576 | 2.65% | 3.05% | 259 | +39 | 0.04% | Q4 2025 | Jan 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 108,760 | 7,550 | 0.0% | 0.0% | 260 | -13,572 | -11.09% | Q4 2025 | Feb 17, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 106,989 | 7,545 | 2.87% | 3.02% | 261 | +56,433 | 111.62% | Q4 2025 | Feb 10, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 107,911 | 7,491 | 0.33% | 0.43% | 262 | -42,931 | -28.46% | Q4 2025 | Feb 17, 2026 |
| LGL PARTNERS, LLC | History | Added to | 106,226 | 7,374 | 3.15% | 3.03% | 263 | +1,657 | 1.58% | Q4 2025 | Feb 09, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 105,370 | 7,314 | 2.94% | 2.91% | 264 | +1,435 | 1.38% | Q4 2025 | Jan 20, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 105,351 | 7,313 | 3.02% | 3.1% | 265 | -1,654 | -1.55% | Q4 2025 | Jan 14, 2026 |
| Concord Wealth Partners | History | Reduced | 105,327 | 7,311 | 0.95% | 1.01% | 266 | -2,093 | -1.95% | Q4 2025 | Jan 29, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 105,069 | 7,293 | 0.48% | 0.48% | 267 | -375 | -0.36% | Q4 2025 | Jan 22, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 103,131 | 7,159 | 0.79% | 0.69% | 268 | +13,526 | 15.1% | Q4 2025 | Jan 20, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 102,674 | 7,127 | 1.46% | 1.46% | 269 | +489 | 0.48% | Q4 2025 | Jan 15, 2026 |
| Churchill Financial Advisors, LLC | History | New | 102,443 | 7,111 | 2.17% | — | 270 | +102,443 | New | Q4 2025 | Feb 09, 2026 |
| Karpus Management, Inc. | History | Added to | 102,418 | 7,109 | 0.22% | 0.21% | 271 | +5,412 | 5.58% | Q4 2025 | Feb 17, 2026 |
| Pearl Planning LLC | History | New | 101,644 | 7,056 | 4.32% | — | 272 | +101,644 | New | Q4 2025 | Feb 03, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 101,100 | 7,018 | 0.31% | 0.31% | 273 | -9 | -0.01% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 100,121 | 6,950 | 0.06% | 0.07% | 274 | -18,020 | -15.25% | Q4 2025 | Jan 26, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 99,445 | 6,903 | 0.38% | 0.38% | 275 | +457 | 0.46% | Q4 2025 | Jan 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 99,187 | 6,885 | 0.33% | 0.32% | 276 | +453 | 0.46% | Q4 2025 | Jan 20, 2026 |
| Csenge Advisory Group | History | Reduced | 97,773 | 6,787 | 0.31% | 0.33% | 277 | -2,340 | -2.34% | Q4 2025 | Feb 06, 2026 |
| AtlasMark Financial, Inc | History | Reduced | 97,213 | 6,748 | 4.36% | 4.51% | 278 | -1,959 | -1.98% | Q4 2025 | Apr 22, 2026 |
| Keenan, LLC | History | New | 96,349 | 6,688 | 5.88% | — | 279 | +96,349 | New | Q4 2025 | Mar 04, 2026 |
| US BANCORP \DE\ | History | Added to | 95,575 | 6,634 | 0.01% | 0.01% | 280 | +1,163 | 1.23% | Q4 2025 | Jan 30, 2026 |
| EP Wealth Advisors, LLC | History | New | 95,122 | 6,603 | 0.03% | — | 281 | +95,122 | New | Q4 2025 | Feb 18, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 93,531 | 6,492 | 0.16% | 0.16% | 282 | +1,952 | 2.13% | Q4 2025 | Jan 28, 2026 |
| SMITH, MOORE & CO. | History | Added to | 92,710 | 6,435 | 0.49% | 0.48% | 283 | +1,061 | 1.16% | Q4 2025 | Jan 23, 2026 |
| Flagship Capital Management Inc. | History | New | 92,492 | 6,420 | 4.54% | — | 284 | +92,492 | New | Q4 2025 | Jan 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 91,525 | 6,353 | 0.12% | 0.11% | 285 | +13,224 | 16.89% | Q4 2025 | Jan 14, 2026 |
| TME FINANCIAL, INC. | History | Added to | 90,490 | 6,281 | 4.41% | 4.32% | 286 | +5,719 | 6.75% | Q4 2025 | Jan 27, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 89,595 | 6,220 | 4.09% | 3.27% | 287 | +4,325 | 5.07% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 89,582 | 6,218 | 0.02% | 0.01% | 288 | +6,887 | 8.33% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 88,074 | 6,114 | 0.3% | 0.29% | 289 | +16,499 | 23.05% | Q4 2025 | Jan 28, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 87,734 | 6,090 | 1.77% | 1.73% | 290 | +2,472 | 2.9% | Q4 2025 | Jan 20, 2026 |
| Visionary Wealth Advisors | History | Added to | 85,395 | 5,928 | 0.27% | 0.27% | 291 | +384 | 0.45% | Q4 2025 | Feb 13, 2026 |
| Towercrest Capital Management | History | Added to | 84,664 | 5,877 | 0.93% | 0.91% | 292 | +1,282 | 1.54% | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | Reduced | 84,467 | 5,863 | 0.2% | 0.21% | 293 | -2,983 | -3.41% | Q4 2025 | Feb 06, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 82,926 | 5,756 | 0.12% | 0.13% | 294 | -6,540 | -7.31% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 82,778 | 5,746 | 0.19% | 0.18% | 295 | +4,176 | 5.31% | Q4 2025 | Feb 13, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 82,295 | 5,712 | 1.03% | 0.98% | 296 | +1,884 | 2.34% | Q4 2025 | Jan 16, 2026 |
| World Investment Advisors | History | Added to | 82,086 | 5,698 | 0.09% | 0.1% | 297 | +11,409 | 16.14% | Q4 2025 | Mar 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 81,762 | 5,675 | 0.09% | 0.1% | 298 | -8,293 | -9.21% | Q4 2025 | Feb 12, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 81,751 | 5,675 | 0.58% | 0.67% | 299 | -4,725 | -5.46% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 81,123 | 5,631 | 0.11% | 0.14% | 300 | -7,075 | -8.02% | Q4 2025 | Feb 09, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 81,073 | 5,628 | 3.13% | 3.64% | 301 | +8,923 | 12.37% | Q4 2025 | Feb 17, 2026 |
| Concord Asset Management, LLC/VA | History | Reduced | 81,085 | 5,628 | 0.97% | 1.02% | 302 | -1,794 | -2.16% | Q4 2025 | Jan 29, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 80,226 | 5,569 | 1.36% | 1.32% | 303 | -1,452 | -1.78% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 79,951 | 5,550 | 0.28% | 0.28% | 304 | +4,044 | 5.33% | Q4 2025 | Jan 05, 2026 |
| NewEdge Wealth, LLC | History | Added to | 79,813 | 5,540 | 0.06% | 0.08% | 305 | +8 | 0.01% | Q4 2025 | Feb 03, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 79,766 | 5,537 | 0.03% | 0.04% | 306 | -14,321 | -15.22% | Q4 2025 | Feb 03, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 79,444 | 5,515 | 4.6% | 4.32% | 307 | +3,215 | 4.22% | Q4 2025 | Feb 11, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 79,124 | 5,492 | 0.21% | 0.16% | 308 | +14,283 | 22.03% | Q4 2025 | Feb 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 79,094 | 5,490 | 0.41% | 0.39% | 309 | +9,617 | 13.84% | Q4 2025 | Jan 07, 2026 |
| Composition Wealth, LLC | History | Added to | 76,753 | 5,328 | 0.08% | 0.08% | 310 | +1,803 | 2.41% | Q4 2025 | Feb 02, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 76,370 | 5,301 | 0.72% | 0.75% | 311 | -2,688 | -3.4% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 76,265 | 5,294 | 0.32% | 0.31% | 312 | +3,368 | 4.62% | Q4 2025 | Feb 13, 2026 |
| Red Tortoise LLC | History | Added to | 75,470 | 5,239 | 2.22% | 2.22% | 313 | +441 | 0.59% | Q4 2025 | Jan 22, 2026 |
| Stillwater Wealth Management Group | History | Added to | 74,391 | 5,164 | 3.5% | 3.38% | 314 | +3,445 | 4.86% | Q4 2025 | Jan 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 73,635 | 5,111 | 0.3% | 0.3% | 315 | +9,206 | 14.29% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 72,428 | 5,031 | 0.12% | 0.12% | 316 | +3,848 | 5.61% | Q4 2025 | Feb 17, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 72,137 | 5,007 | 1.49% | 1.36% | 317 | +6,472 | 9.86% | Q4 2025 | Jan 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 71,972 | 4,996 | 0.18% | 0.21% | 318 | +7,304 | 11.29% | Q4 2025 | Feb 09, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 71,915 | 4,992 | 0.06% | 0.07% | 319 | -2,308 | -3.11% | Q4 2025 | Feb 05, 2026 |
| DDFG, Inc | History | Added to | 70,271 | 4,878 | 1.07% | 1.07% | 320 | +2,023 | 2.96% | Q4 2025 | Jan 08, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 70,051 | 4,862 | 2.47% | 2.48% | 321 | +566 | 0.81% | Q4 2025 | Jan 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 69,901 | 4,852 | 0.05% | 0.04% | 322 | +15,608 | 28.75% | Q4 2025 | Feb 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 69,880 | 4,850 | 0.09% | 0.09% | 323 | +594 | 0.86% | Q4 2025 | Feb 12, 2026 |
| Financial Perspectives, Inc | History | Added to | 69,403 | 4,817 | 1.3% | 1.24% | 324 | +3,682 | 5.6% | Q4 2025 | Jan 28, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 68,922 | 4,784 | 1.7% | 1.54% | 325 | +3,271 | 4.98% | Q4 2025 | Jan 30, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 67,745 | 4,702 | 0.95% | 0.92% | 326 | +3,317 | 5.15% | Q4 2025 | Feb 03, 2026 |
| LM Advisors LLC | History | Reduced | 325 | 4,684 | 0.08% | 0.05% | 327 | -4,359 | -93.06% | Q4 2025 | Feb 13, 2026 |
| Tranquility Partners, LLC | History | Reduced | 67,312 | 4,672 | 1.68% | 1.57% | 328 | -941 | -1.38% | Q4 2025 | Feb 03, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 66,188 | 4,594 | 2.11% | 1.36% | 329 | +22,235 | 50.59% | Q4 2025 | Feb 09, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 65,569 | 4,551 | 0.28% | 0.28% | 330 | +2,528 | 4.01% | Q4 2025 | Feb 17, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 59,955 | 4,438 | 1.71% | — | 331 | +59,955 | New | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 61,871 | 4,404 | 0.11% | 0.1% | 332 | +8,799 | 16.58% | Q4 2025 | Jan 28, 2026 |
| Lynch Investment Planning, LLC | History | New | 62,953 | 4,370 | 4.19% | — | 333 | +62,953 | New | Q4 2025 | Feb 24, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 62,839 | 4,362 | 0.49% | 0.48% | 334 | +3,002 | 5.02% | Q4 2025 | Feb 13, 2026 |
| Family Legacy, Inc. | History | Added to | 62,787 | 4,358 | 1.3% | 1.29% | 335 | +803 | 1.3% | Q4 2025 | Feb 04, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 60,757 | 4,345 | 0.14% | 0.14% | 336 | -1,189 | -1.92% | Q4 2025 | Jan 23, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 62,179 | 4,316 | 0.64% | 0.16% | 337 | +51,689 | 492.75% | Q4 2025 | Feb 03, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 62,144 | 4,314 | 0.63% | 0.63% | 338 | +22 | 0.04% | Q4 2025 | Feb 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 61,684 | 4,282 | 0.35% | 0.12% | 339 | +42,122 | 215.33% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 60,360 | 4,234 | 0.01% | 0.0% | 340 | +53,297 | 754.59% | Q4 2025 | Jan 15, 2026 |
| Innovative Wealth Building LLC | History | Added to | 59,914 | 4,159 | 3.03% | 3.11% | 341 | +1,334 | 2.28% | Q4 2025 | Feb 17, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 59,883 | 4,157 | 0.25% | 0.23% | 342 | +2,037 | 3.52% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 59,880 | 4,156 | 0.09% | 0.11% | 343 | -629 | -1.04% | Q4 2025 | Feb 06, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 59,522 | 4,132 | 0.96% | 0.91% | 344 | +1,761 | 3.05% | Q4 2025 | Feb 17, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 59,027 | 4,097 | 2.31% | 2.25% | 345 | +6,527 | 12.43% | Q4 2025 | Feb 03, 2026 |
| CENTRAL TRUST Co | History | Added to | 58,848 | 4,085 | 0.08% | 0.08% | 346 | +170 | 0.29% | Q4 2025 | Feb 02, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 58,750 | 4,078 | 0.91% | 1.18% | 347 | -8,641 | -12.82% | Q4 2025 | Feb 09, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 58,361 | 4,051 | 1.35% | 1.57% | 348 | -6,557 | -10.1% | Q4 2025 | Jan 27, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 57,981 | 4,025 | 1.06% | 1.06% | 349 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Western Wealth Management, LLC | History | Added to | 57,065 | 3,961 | 0.18% | 0.17% | 350 | +10,139 | 21.61% | Q4 2025 | Feb 05, 2026 |
| SevenBridge Financial Group, LLC | History | Added to | 54,747 | 3,918 | 0.63% | 0.55% | 351 | +6,102 | 12.54% | Q4 2025 | Feb 02, 2026 |
| Echo Wealth Management, LLC | History | Added to | 56,281 | 3,907 | 2.28% | 1.72% | 352 | +13,081 | 30.28% | Q4 2025 | Jan 22, 2026 |
| Capital International Investors | History | Added to | 56,112 | 3,895 | 0.0% | 0.0% | 353 | +15,150 | 36.99% | Q4 2025 | Feb 11, 2026 |
| RVW Wealth, LLC | History | Reduced | 55,581 | 3,858 | 0.29% | 0.32% | 354 | -5,340 | -8.77% | Q4 2025 | Jan 12, 2026 |
| Pathstone Holdings, LLC | History | New | 55,032 | 3,820 | 0.01% | — | 355 | +55,032 | New | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 54,707 | 3,797 | 0.07% | 0.07% | 356 | +2,482 | 4.75% | Q4 2025 | Feb 03, 2026 |
| Carr Financial Group Corp | History | Added to | 54,268 | 3,767 | 1.0% | 0.62% | 357 | +21,271 | 64.46% | Q4 2025 | Jan 09, 2026 |
| Intellus Advisors LLC | History | Added to | 54,273 | 3,767 | 0.5% | 0.49% | 358 | +1,366 | 2.58% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 53,847 | 3,738 | 0.24% | 0.24% | 359 | +1,177 | 2.23% | Q4 2025 | Feb 06, 2026 |
| HOWE & RUSLING INC | History | Reduced | 53,483 | 3,712 | 0.25% | 0.25% | 360 | -302 | -0.56% | Q4 2025 | Feb 17, 2026 |
| FOCUSED ALPHA, LLC | History | New | 53,274 | 3,698 | 1.09% | — | 361 | +53,274 | New | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 53,109 | 3,686 | 0.05% | 0.01% | 362 | +40,806 | 331.68% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 52,826 | 3,667 | 0.01% | 0.0% | 363 | +1,073 | 2.07% | Q4 2025 | Feb 13, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 51,215 | 3,663 | 1.88% | 1.96% | 364 | -711 | -1.37% | Q4 2025 | Jan 27, 2026 |
| Directional Asset Management | History | New | 52,291 | 3,630 | 3.18% | — | 365 | +52,291 | New | Q4 2025 | Jan 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 52,084 | 3,615 | 0.22% | 0.17% | 366 | +8,895 | 20.6% | Q4 2025 | Jan 20, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 51,820 | 3,597 | 2.23% | 2.42% | 367 | +977 | 1.92% | Q4 2025 | Jan 29, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 51,803 | 3,596 | 1.91% | 1.94% | 368 | -1,957 | -3.64% | Q4 2025 | Feb 17, 2026 |
| Indivisible Partners | History | New | 51,343 | 3,564 | 0.39% | — | 370 | +51,343 | New | Q4 2025 | Feb 03, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 51,339 | 3,564 | 0.83% | 0.86% | 369 | -1,349 | -2.56% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 51,123 | 3,548 | 0.0% | 0.0% | 371 | +766 | 1.52% | Q4 2025 | Feb 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 50,636 | 3,515 | 0.07% | 0.06% | 372 | +28,281 | 126.51% | Q4 2025 | Feb 11, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 50,598 | 3,512 | 0.2% | 0.03% | 373 | +44,727 | 761.83% | Q4 2025 | Feb 09, 2026 |
| JB Capital LLC | History | Added to | 50,044 | 3,474 | 0.14% | 0.14% | 374 | +4,015 | 8.72% | Q4 2025 | Jan 20, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 49,394 | 3,428 | 0.5% | — | 375 | +49,394 | New | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 49,268 | 3,420 | 0.01% | 0.01% | 376 | -9,898 | -16.73% | Q4 2025 | Feb 17, 2026 |
| Fermata Advisors, LLC | History | Reduced | 49,120 | 3,409 | 0.82% | 0.88% | 378 | -1,884 | -3.69% | Q4 2025 | Jan 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 49,119 | 3,409 | 0.16% | 0.15% | 377 | -1,209 | -2.4% | Q4 2025 | Jan 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 49,000 | 3,401 | 0.01% | 0.02% | 379 | -57,600 | -54.03% | Q4 2025 | Jan 26, 2026 |
| Norway Savings Bank | History | Added to | 48,961 | 3,398 | 1.57% | 1.57% | 380 | +1,302 | 2.73% | Q4 2025 | Jan 08, 2026 |
| NorthRock Partners, LLC | History | Reduced | 48,678 | 3,379 | 0.06% | 0.08% | 381 | -19,532 | -28.64% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 48,572 | 3,371 | 0.02% | 0.02% | 382 | +9,425 | 24.08% | Q4 2025 | Feb 11, 2026 |
| Keystone Financial Group | History | Reduced | 48,546 | 3,370 | 0.25% | 0.26% | 383 | -2,211 | -4.36% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Added to | 48,144 | 3,342 | 0.02% | 0.01% | 384 | +15,795 | 48.83% | Q4 2025 | Jan 26, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 46,995 | 3,262 | 0.08% | 0.08% | 385 | +2,673 | 6.03% | Q4 2025 | Feb 17, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 46,763 | 3,246 | 2.97% | 0.2% | 386 | +26,726 | 133.38% | Q4 2025 | Feb 09, 2026 |
| MBE Wealth Management, LLC | History | Added to | 46,733 | 3,244 | 1.36% | 1.36% | 387 | +371 | 0.8% | Q4 2025 | Jan 21, 2026 |
| Weaver Consulting Group | History | Reduced | 46,688 | 3,241 | 0.79% | 0.82% | 388 | -725 | -1.53% | Q4 2025 | Feb 10, 2026 |
| WBH ADVISORY INC | History | Reduced | 46,591 | 3,234 | 0.24% | 0.31% | 389 | -13,225 | -22.11% | Q4 2025 | Jan 26, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 51,468 | 3,230 | 1.12% | 1.23% | 390 | -4,602 | -8.21% | Q4 2025 | Jan 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 46,429 | 3,223 | 0.08% | 0.08% | 391 | +662 | 1.45% | Q4 2025 | Feb 03, 2026 |
| ATX Financial Planning, LLC | History | New | 46,087 | 3,199 | 2.47% | — | 392 | +46,087 | New | Q4 2025 | Feb 19, 2026 |
| Oak Asset Management, LLC | History | Added to | 45,947 | 3,189 | 1.09% | 1.06% | 393 | +350 | 0.77% | Q4 2025 | Jan 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 45,826 | 3,181 | 0.0% | 0.0% | 394 | +20,254 | 79.2% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 45,501 | 3,158 | 0.03% | 0.05% | 395 | +1,465 | 3.33% | Q4 2025 | Jan 23, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Reduced | 45,239 | 3,140 | 0.73% | 0.73% | 396 | -1,875 | -3.98% | Q4 2025 | Feb 13, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 44,371 | 3,080 | 0.29% | 0.3% | 397 | +2,700 | 6.48% | Q4 2025 | Jan 22, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 43,694 | 3,055 | 0.12% | 0.16% | 398 | +4,568 | 11.68% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 43,405 | 3,014 | 0.02% | — | 399 | +43,405 | New | Q4 2025 | Feb 18, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 43,196 | 2,998 | 0.11% | 0.16% | 400 | -30,171 | -41.12% | Q4 2025 | Jan 30, 2026 |
| FSC Wealth Advisors, LLC | History | No change | 43,173 | 2,997 | 4.86% | 1.7% | 401 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 41,942 | 2,911 | 0.02% | 0.02% | 402 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Leo Wealth, LLC | History | Added to | 41,234 | 2,862 | 0.21% | 0.03% | 403 | +38,012 | 1179.76% | Q4 2025 | Jan 21, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 41,164 | 2,857 | 0.23% | 0.24% | 405 | -2,413 | -5.54% | Q4 2025 | Feb 17, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 41,168 | 2,857 | 0.24% | 0.24% | 404 | +593 | 1.46% | Q4 2025 | Jan 21, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 40,869 | 2,837 | 0.37% | 0.37% | 406 | +519 | 1.29% | Q4 2025 | Feb 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 40,858 | 2,836 | 0.25% | 0.29% | 407 | -72 | -0.18% | Q4 2025 | Jan 30, 2026 |
| VestGen Advisors, LLC | History | Reduced | 40,773 | 2,830 | 0.12% | 0.09% | 408 | -1,106 | -2.64% | Q4 2025 | Feb 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 40,700 | 2,825 | 0.3% | 0.34% | 409 | -5,853 | -12.57% | Q4 2025 | Feb 18, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 39,723 | 2,817 | 0.13% | — | 410 | +39,723 | New | Q4 2025 | Feb 03, 2026 |
| Capital Developers, LLC | History | New | 40,318 | 2,798 | 2.51% | — | 411 | +40,318 | New | Q4 2025 | Jan 30, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 40,178 | 2,789 | 0.0% | 0.0% | 412 | +1,217 | 3.12% | Q4 2025 | Feb 10, 2026 |
| MFA Wealth Services | History | Reduced | 40,136 | 2,786 | 1.88% | 1.94% | 413 | -1,098 | -2.66% | Q4 2025 | Jan 15, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 38,796 | 2,764 | 1.42% | 1.39% | 414 | +2,288 | 6.27% | Q4 2025 | Jan 29, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 39,703 | 2,756 | 0.04% | 0.05% | 415 | -2,275 | -5.42% | Q4 2025 | Jan 22, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 37,294 | 2,755 | 0.39% | 0.41% | 416 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GSG Advisors LLC | History | Added to | 39,672 | 2,754 | 0.71% | 0.71% | 417 | +140 | 0.35% | Q4 2025 | Jan 08, 2026 |
| APS Management Group, Inc. | History | Reduced | 39,568 | 2,746 | 2.35% | 2.43% | 418 | -752 | -1.87% | Q4 2025 | Jan 28, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 39,320 | 2,729 | 2.23% | 2.23% | 419 | +547 | 1.41% | Q4 2025 | Feb 03, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 39,299 | 2,728 | 1.87% | 1.69% | 420 | +4,315 | 12.33% | Q4 2025 | Feb 05, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 38,992 | 2,706 | 0.09% | 0.09% | 421 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 38,877 | 2,698 | 0.5% | 0.48% | 422 | +213 | 0.55% | Q4 2025 | Jan 27, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 38,355 | 2,662 | 0.3% | 0.34% | 423 | -2,672 | -6.51% | Q4 2025 | Jan 09, 2026 |
| Bonfire Financial | History | Reduced | 38,311 | 2,659 | 1.99% | 2.01% | 424 | -101 | -0.26% | Q4 2025 | Jan 27, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 37,719 | 2,618 | 0.07% | 0.14% | 425 | +5,277 | 16.27% | Q4 2025 | Feb 10, 2026 |
| Forza Wealth Management, LLC | History | No change | 37,693 | 2,616 | 0.95% | 0.98% | 426 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 37,410 | 2,603 | 0.83% | 0.96% | 427 | -2,777 | -6.91% | Q4 2025 | Feb 10, 2026 |
| Wedmont Private Capital | History | Added to | 37,084 | 2,596 | 0.09% | 0.07% | 428 | +7,739 | 26.37% | Q4 2025 | Jan 08, 2026 |
| 4J Wealth Management LLC | History | Reduced | 36,723 | 2,549 | 1.46% | 1.5% | 429 | -789 | -2.1% | Q4 2025 | Jan 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 36,498 | 2,533 | 0.02% | 0.01% | 430 | +1,354 | 3.85% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 35,744 | 2,481 | 0.04% | 0.04% | 432 | +6,745 | 23.26% | Q4 2025 | Feb 19, 2026 |
| BAILARD, INC. | History | Added to | 35,749 | 2,481 | 0.05% | 0.05% | 431 | +1,252 | 3.63% | Q4 2025 | Feb 04, 2026 |
| Centerpoint Advisory Group | History | Added to | 35,329 | 2,452 | 1.89% | 1.86% | 433 | +153 | 0.43% | Q4 2025 | Feb 03, 2026 |
| Kovack Advisors, Inc. | History | New | 35,215 | 2,444 | 0.11% | — | 434 | +35,215 | New | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 34,958 | 2,426 | 0.0% | 0.0% | 435 | -2,770 | -7.34% | Q4 2025 | Feb 13, 2026 |
| VANGUARD GROUP INC | History | Reduced | 34,832 | 2,418 | 0.0% | 0.0% | 436 | -108 | -0.31% | Q4 2025 | Jan 29, 2026 |
| Probity Advisors, Inc. | History | Reduced | 34,683 | 2,407 | 0.39% | 0.41% | 437 | -2,110 | -5.73% | Q4 2025 | Jan 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 34,318 | 2,397 | 0.0% | 0.01% | 438 | -27,411 | -44.41% | Q4 2025 | Feb 05, 2026 |
| Advisory Alpha, LLC | History | Added to | 34,268 | 2,378 | 0.06% | 0.06% | 439 | +1,172 | 3.54% | Q4 2025 | Feb 06, 2026 |
| Retirement Planning Group, LLC | History | Added to | 34,175 | 2,372 | 0.08% | 0.08% | 440 | +1,883 | 5.83% | Q4 2025 | Feb 03, 2026 |
| Objective Capital Management, LLC | History | Added to | 33,749 | 2,342 | 2.38% | 2.37% | 441 | +168 | 0.5% | Q4 2025 | Feb 04, 2026 |
| Southland Equity Partners LLC | History | Reduced | 33,694 | 2,339 | 0.46% | 0.47% | 442 | -627 | -1.83% | Q4 2025 | Jan 14, 2026 |
| Westfuller Advisors, LLC | History | Added to | 33,547 | 2,328 | 0.94% | 1.03% | 443 | +215 | 0.65% | Q4 2025 | Jan 21, 2026 |
| Financial Insights, Inc. | History | Reduced | 33,463 | 2,322 | 0.78% | 0.77% | 444 | -690 | -2.02% | Q4 2025 | Mar 31, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 33,285 | 2,310 | 0.06% | 0.05% | 445 | +6,091 | 22.4% | Q4 2025 | Feb 13, 2026 |
| TD Capital Management LLC | History | Added to | 32,894 | 2,283 | 0.2% | 0.2% | 446 | +107 | 0.33% | Q4 2025 | Feb 26, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 32,568 | 2,260 | 0.02% | 0.02% | 447 | +3,562 | 12.28% | Q4 2025 | Feb 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 32,227 | 2,237 | 0.08% | 0.08% | 448 | +174 | 0.54% | Q4 2025 | Jan 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 32,200 | 2,235 | 0.0% | 0.01% | 449 | -65,400 | -67.01% | Q4 2025 | Feb 12, 2026 |
| Gallacher Capital Management LLC | History | Added to | 32,160 | 2,232 | 0.86% | 0.82% | 450 | +1,770 | 5.82% | Q4 2025 | Feb 03, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 32,098 | 2,228 | 0.64% | 0.73% | 451 | -1,140 | -3.43% | Q4 2025 | Jan 27, 2026 |
| Counterweight Ventures, LLC | History | Added to | 31,579 | 2,192 | 1.23% | 1.25% | 452 | +240 | 0.77% | Q4 2025 | Jan 15, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 30,966 | 2,150 | 1.12% | 1.18% | 453 | -14 | -0.05% | Q4 2025 | Feb 03, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 30,890 | 2,144 | 0.26% | 0.28% | 454 | -1,081 | -3.38% | Q4 2025 | Jan 26, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 30,897 | 2,144 | 1.29% | 1.34% | 455 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 30,749 | 2,134 | 1.37% | 1.4% | 456 | +610 | 2.02% | Q4 2025 | Feb 10, 2026 |
| Selby Wealth Management, LLC | History | New | 30,521 | 2,118 | 0.85% | — | 457 | +30,521 | New | Q4 2025 | Feb 13, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 30,460 | 2,114 | 0.23% | 0.26% | 458 | -1,460 | -4.57% | Q4 2025 | Jan 12, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 30,313 | 2,104 | 0.12% | 0.12% | 459 | +1,098 | 3.76% | Q4 2025 | Feb 03, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 30,322 | 2,104 | 1.78% | 1.83% | 460 | -125 | -0.41% | Q4 2025 | Jan 09, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 30,257 | 2,100 | 1.33% | 1.27% | 461 | +1,586 | 5.53% | Q4 2025 | Feb 05, 2026 |
| ASPIRIANT, LLC | History | Added to | 30,167 | 2,094 | 0.06% | 0.03% | 462 | +16,929 | 127.88% | Q4 2025 | Jan 20, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 30,054 | 2,086 | 0.36% | 0.25% | 463 | +9,435 | 45.76% | Q4 2025 | Feb 02, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 29,971 | 2,080 | 0.12% | 0.11% | 464 | +69 | 0.23% | Q4 2025 | Feb 06, 2026 |
| Centurion Wealth Management LLC | History | Added to | 29,906 | 2,076 | 0.45% | 0.46% | 465 | +495 | 1.68% | Q4 2025 | Jan 14, 2026 |
| Compound Planning, Inc. | History | Added to | 29,630 | 2,056 | 0.06% | 0.06% | 466 | +482 | 1.65% | Q4 2025 | Feb 19, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 29,189 | 2,026 | 0.01% | 0.01% | 467 | -526 | -1.77% | Q4 2025 | Feb 12, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 29,166 | 2,024 | 0.8% | 0.75% | 468 | -140 | -0.48% | Q4 2025 | Feb 20, 2026 |
| Emissary Wealth LLC | History | New | 28,718 | 1,993 | 1.67% | — | 469 | +28,718 | New | Q4 2025 | Jan 27, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 28,708 | 1,992 | 0.2% | 0.2% | 471 | -11 | -0.04% | Q4 2025 | Jan 22, 2026 |
| Northside Capital Management, LLC | History | No change | 28,700 | 1,992 | 0.17% | 0.18% | 470 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 28,381 | 1,970 | 0.11% | 0.12% | 472 | +63 | 0.22% | Q4 2025 | Feb 04, 2026 |
| Alliance Wealth Management Group | History | Added to | 28,326 | 1,966 | 0.43% | 0.4% | 473 | +1,703 | 6.4% | Q4 2025 | Jan 21, 2026 |
| Gouws Capital LLC | History | Reduced | 28,310 | 1,965 | 1.04% | 1.06% | 474 | -10 | -0.04% | Q4 2025 | Feb 02, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Added to | 28,254 | 1,961 | 0.37% | 0.37% | 475 | +1,723 | 6.49% | Q4 2025 | Feb 13, 2026 |
| Sound Stewardship, LLC | History | Reduced | 28,104 | 1,950 | 0.93% | 0.96% | 476 | -1,188 | -4.06% | Q4 2025 | Jan 30, 2026 |
| Williams & Novak, LLC | History | Reduced | 28,063 | 1,948 | 1.47% | 1.55% | 477 | -1,459 | -4.94% | Q4 2025 | Feb 05, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 27,998 | 1,943 | 0.9% | — | 479 | +27,998 | New | Q4 2025 | Feb 17, 2026 |
| Prism Advisors, Inc. | History | Reduced | 28,002 | 1,943 | 0.52% | 0.96% | 478 | -24,001 | -46.15% | Q4 2025 | Jan 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 27,582 | 1,914 | 1.71% | 1.73% | 480 | -45 | -0.16% | Q4 2025 | Jan 29, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 27,371 | 1,900 | 0.55% | 0.51% | 481 | +2,748 | 11.16% | Q4 2025 | Jan 23, 2026 |
| Crewe Advisors LLC | History | Added to | 27,368 | 1,899 | 0.17% | 0.18% | 482 | +234 | 0.86% | Q4 2025 | Jan 16, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 26,207 | 1,870 | 0.46% | 1.06% | 483 | -32,906 | -55.67% | Q4 2025 | Jan 23, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 26,938 | 1,870 | 0.03% | — | 484 | +26,938 | New | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 26,845 | 1,863 | 0.03% | 0.03% | 485 | +473 | 1.79% | Q4 2025 | Jan 22, 2026 |
| Spire Wealth Management | History | Reduced | 26,806 | 1,860 | 0.06% | 0.06% | 486 | -447 | -1.64% | Q4 2025 | Jan 14, 2026 |
| StoneX Group Inc. | History | Added to | 26,503 | 1,847 | 0.08% | 0.08% | 487 | +6 | 0.02% | Q4 2025 | Feb 12, 2026 |
| Beckerman Institutional, LLC | History | Added to | 26,599 | 1,846 | 1.04% | 1.07% | 488 | +4 | 0.02% | Q4 2025 | Feb 10, 2026 |
| CAMDEN NATIONAL BANK | History | New | 26,559 | 1,843 | 0.25% | — | 490 | +26,559 | New | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 26,555 | 1,843 | 0.02% | 0.02% | 489 | +4,947 | 22.89% | Q4 2025 | Feb 06, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 26,415 | 1,833 | 0.36% | 0.39% | 491 | -829 | -3.04% | Q4 2025 | Feb 04, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 26,239 | 1,821 | 0.65% | 0.65% | 492 | +474 | 1.84% | Q4 2025 | Feb 10, 2026 |
| Certified Advisory Corp | History | Reduced | 26,205 | 1,819 | 0.17% | 0.17% | 493 | -113 | -0.43% | Q4 2025 | Jan 12, 2026 |
| Empowered Funds, LLC | History | New | 26,086 | 1,810 | 0.03% | — | 494 | +26,086 | New | Q4 2025 | Feb 18, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 25,956 | 1,801 | 0.96% | 0.95% | 495 | -209 | -0.8% | Q4 2025 | Jan 26, 2026 |
| Keudell/Morrison Wealth Management | History | New | 25,924 | 1,799 | 0.38% | — | 496 | +25,924 | New | Q4 2025 | Feb 06, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 25,863 | 1,795 | 0.06% | 0.06% | 497 | +599 | 2.37% | Q4 2025 | Jan 30, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 25,801 | 1,791 | 0.59% | 0.6% | 498 | +129 | 0.5% | Q4 2025 | Feb 05, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 25,793 | 1,790 | 0.29% | 0.28% | 499 | +1,650 | 6.83% | Q4 2025 | Feb 04, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 25,249 | 1,752 | 0.14% | 0.15% | 500 | -713 | -2.75% | Q4 2025 | Feb 26, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 25,216 | 1,750 | 0.06% | 0.04% | 501 | +7,442 | 41.87% | Q4 2025 | Feb 09, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 25,080 | 1,741 | 0.48% | 0.48% | 502 | -694 | -2.69% | Q4 2025 | Feb 04, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 24,920 | 1,730 | 0.26% | 0.27% | 503 | -1,264 | -4.83% | Q4 2025 | Feb 11, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 24,748 | 1,718 | 0.14% | 0.14% | 504 | +797 | 3.33% | Q4 2025 | Jan 23, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 24,748 | 1,717 | 0.21% | 0.2% | 505 | +955 | 4.01% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 24,654 | 1,711 | 0.04% | 0.04% | 506 | -1,021 | -3.98% | Q4 2025 | Jan 27, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 24,497 | 1,700 | 0.51% | 0.62% | 507 | -6,238 | -20.3% | Q4 2025 | Feb 06, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 23,684 | 1,690 | 0.44% | 0.43% | 508 | +122 | 0.52% | Q4 2025 | Jan 26, 2026 |
| PFG Advisors | History | Added to | 24,277 | 1,685 | 0.08% | 0.07% | 509 | +689 | 2.92% | Q4 2025 | Jan 27, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 24,221 | 1,681 | 0.08% | 0.07% | 510 | +2,463 | 11.32% | Q4 2025 | Feb 04, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 24,139 | 1,676 | 0.44% | 0.37% | 511 | +2,976 | 14.06% | Q4 2025 | Feb 09, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 24,121 | 1,674 | 0.23% | 0.23% | 512 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | History | Added to | 24,101 | 1,673 | 0.02% | 0.02% | 513 | +934 | 4.03% | Q4 2025 | Jan 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 24,050 | 1,669 | 0.11% | 0.1% | 514 | +572 | 2.44% | Q4 2025 | Jan 23, 2026 |
| Mendel Money Management | History | Reduced | 23,884 | 1,658 | 0.69% | 0.74% | 515 | -1,823 | -7.09% | Q4 2025 | Jan 29, 2026 |
| Cambria Investment Management, L.P. | History | New | 23,873 | 1,657 | 0.1% | — | 516 | +23,873 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 23,617 | 1,639 | 1.08% | — | 519 | +23,617 | New | Q4 2025 | Feb 17, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 23,621 | 1,639 | 0.37% | 0.38% | 517 | -937 | -3.82% | Q4 2025 | Feb 05, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 23,612 | 1,639 | 0.81% | 0.76% | 518 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Invst, LLC | History | Reduced | 23,435 | 1,626 | 0.18% | 0.24% | 521 | -7,154 | -23.39% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 23,429 | 1,626 | 0.0% | 0.0% | 520 | -1,442 | -5.8% | Q4 2025 | Feb 12, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 23,071 | 1,601 | 0.12% | 0.13% | 522 | -39 | -0.17% | Q4 2025 | Jan 09, 2026 |
| GLENMEDE TRUST CO NA | History | New | 22,941 | 1,592 | 0.01% | — | 523 | +22,941 | New | Q4 2025 | Feb 17, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 22,725 | 1,577 | 0.48% | 0.5% | 524 | -21 | -0.09% | Q4 2025 | Jan 20, 2026 |
| Fiduciary Group, LLC | History | Reduced | 22,595 | 1,568 | 0.13% | 0.14% | 525 | -185 | -0.81% | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 22,554 | 1,565 | 0.03% | 0.02% | 526 | +6,470 | 40.23% | Q4 2025 | Feb 06, 2026 |
| Venture Visionary Partners LLC | History | Added to | 22,516 | 1,563 | 0.05% | 0.03% | 527 | +7,768 | 52.67% | Q4 2025 | Feb 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 22,148 | 1,537 | 0.05% | 0.05% | 528 | +138 | 0.63% | Q4 2025 | Jan 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 21,915 | 1,521 | 1.2% | — | 529 | +21,915 | New | Q4 2025 | Feb 11, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 21,874 | 1,518 | 0.18% | 0.19% | 530 | -358 | -1.61% | Q4 2025 | Jan 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 21,699 | 1,506 | 0.03% | 0.03% | 531 | -1,314 | -5.71% | Q4 2025 | Feb 05, 2026 |
| Lido Advisors, LLC | History | Added to | 21,874 | 1,504 | 0.0% | 0.0% | 532 | +3,314 | 17.86% | Q4 2025 | Feb 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 21,623 | 1,501 | 0.02% | 0.02% | 533 | -85 | -0.39% | Q4 2025 | Jan 21, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 21,549 | 1,495 | 0.55% | 0.54% | 534 | +1,195 | 5.87% | Q4 2025 | Feb 05, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 21,295 | 1,478 | 0.87% | 1.05% | 535 | -5,788 | -21.37% | Q4 2025 | Feb 17, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 21,291 | 1,478 | 0.32% | 0.45% | 536 | +1,607 | 8.16% | Q4 2025 | Feb 12, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 21,277 | 1,477 | 0.71% | 0.69% | 537 | +1,809 | 9.29% | Q4 2025 | Jan 22, 2026 |
| Brio Consultants, LLC | History | Reduced | 20,968 | 1,455 | 0.19% | 0.2% | 539 | -186 | -0.88% | Q4 2025 | Feb 04, 2026 |
| EASTERN BANK | History | Reduced | 20,965 | 1,455 | 0.03% | 0.03% | 538 | -55 | -0.26% | Q4 2025 | Jan 14, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 20,888 | 1,450 | 0.17% | 0.18% | 540 | -78 | -0.37% | Q4 2025 | Jan 08, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 20,876 | 1,449 | 0.12% | 0.11% | 541 | +3,766 | 22.01% | Q4 2025 | Jan 13, 2026 |
| Elite Financial, Inc. | History | No change | 20,856 | 1,447 | 0.66% | 0.65% | 542 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 20,555 | 1,426 | 0.05% | 0.03% | 543 | +9,241 | 81.68% | Q4 2025 | Jan 14, 2026 |
| IFG Advisory, LLC | History | Added to | 20,500 | 1,423 | 0.06% | 0.06% | 544 | +1,801 | 9.63% | Q4 2025 | Feb 10, 2026 |
| CRA Financial Services, LLC | History | Reduced | 20,421 | 1,417 | 0.19% | 0.2% | 545 | -764 | -3.61% | Q4 2025 | Jan 16, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 20,356 | 1,413 | 1.0% | 0.97% | 546 | +883 | 4.53% | Q4 2025 | Feb 03, 2026 |
| MLP3, LLC | History | New | 20,069 | 1,393 | 1.52% | — | 547 | +20,069 | New | Q4 2025 | Feb 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 20,065 | 1,392 | 0.02% | 0.02% | 548 | -3,308 | -14.15% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 19,972 | 1,386 | 0.03% | 0.02% | 549 | +7,791 | 63.96% | Q4 2025 | Feb 17, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 19,922 | 1,383 | 0.69% | 0.7% | 550 | +1,163 | 6.2% | Q4 2025 | Jan 26, 2026 |
| Opulen Financial Group LLC | History | Added to | 19,879 | 1,379 | 1.0% | 1.02% | 551 | +136 | 0.69% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 19,700 | 1,367 | 0.0% | — | 552 | +19,700 | New | Q4 2025 | Feb 12, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 19,693 | 1,367 | 0.29% | 0.37% | 553 | -893 | -4.34% | Q4 2025 | Feb 02, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 19,618 | 1,361 | 0.05% | 0.36% | 554 | -60,972 | -75.66% | Q4 2025 | Feb 04, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | No change | 19,607 | 1,361 | 0.48% | 0.53% | 555 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 19,574 | 1,358 | 0.09% | 0.09% | 556 | -285 | -1.44% | Q4 2025 | Feb 13, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 19,465 | 1,351 | 0.14% | 0.11% | 557 | +3,112 | 19.03% | Q4 2025 | Jan 09, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 19,387 | 1,345 | 0.22% | 0.19% | 558 | +4,120 | 26.99% | Q4 2025 | Jan 26, 2026 |
| NCM Capital Management, LLC | History | Added to | 19,319 | 1,341 | 0.5% | 0.51% | 559 | +59 | 0.31% | Q4 2025 | Mar 02, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 19,127 | 1,327 | 0.31% | 0.31% | 560 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 19,095 | 1,325 | 0.02% | 0.02% | 561 | -114 | -0.59% | Q4 2025 | Jan 13, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 19,067 | 1,323 | 0.19% | 0.2% | 562 | +18 | 0.09% | Q4 2025 | Jan 27, 2026 |
| Matrix Trust Co | History | New | 18,984 | 1,318 | 0.22% | — | 563 | +18,984 | New | Q4 2025 | Jan 13, 2026 |
| Claro Advisors Inc. | History | Added to | 18,844 | 1,308 | 0.18% | 0.15% | 564 | +4,015 | 27.08% | Q4 2025 | Feb 17, 2026 |
| Essex Bank | History | No change | 18,821 | 1,306 | 0.28% | 0.29% | 565 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 18,556 | 1,287 | 0.18% | 0.19% | 566 | +243 | 1.33% | Q4 2025 | Jan 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 18,527 | 1,286 | 0.06% | 0.06% | 567 | +55 | 0.3% | Q4 2025 | Feb 13, 2026 |
| NWAM LLC | History | Added to | 17,833 | 1,276 | 0.07% | 0.07% | 568 | +5 | 0.03% | Q4 2025 | Feb 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 18,362 | 1,274 | 0.02% | 0.02% | 569 | +342 | 1.9% | Q4 2025 | Feb 11, 2026 |
| Sequent Planning LLC | History | Reduced | 18,229 | 1,265 | 0.32% | 0.35% | 570 | -74 | -0.4% | Q4 2025 | Feb 05, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 18,147 | 1,259 | 1.04% | 1.22% | 571 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NORDEN GROUP LLC | History | Reduced | 18,106 | 1,256 | 0.12% | 0.17% | 572 | -6,157 | -25.38% | Q4 2025 | Jan 13, 2026 |
| Alteri Wealth LLC | History | Added to | 18,020 | 1,250 | 0.41% | 0.39% | 573 | +1,482 | 8.96% | Q4 2025 | Feb 11, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 17,981 | 1,248 | 0.71% | 0.73% | 574 | -25 | -0.14% | Q4 2025 | Jan 06, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | New | 17,886 | 1,241 | 1.14% | — | 575 | +17,886 | New | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 17,840 | 1,238 | 0.0% | 0.0% | 576 | +2,165 | 13.81% | Q4 2025 | Feb 17, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 17,634 | 1,224 | 0.09% | 0.09% | 577 | +88 | 0.5% | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 17,607 | 1,222 | 0.0% | 0.0% | 578 | -2,969 | -14.43% | Q4 2025 | Feb 12, 2026 |
| Magnus Financial Group LLC | History | Reduced | 17,558 | 1,218 | 0.09% | 0.11% | 579 | -2,086 | -10.62% | Q4 2025 | Jan 07, 2026 |
| Balentine LLC | History | No change | 17,341 | 1,203 | 0.05% | 0.04% | 580 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 17,288 | 1,200 | 0.42% | 0.54% | 581 | -5,044 | -22.59% | Q4 2025 | Feb 10, 2026 |
| McLean Asset Management Corp | History | Reduced | 16,801 | 1,197 | 0.21% | 0.33% | 583 | -6,855 | -28.98% | Q4 2025 | Jan 16, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 17,256 | 1,197 | 0.08% | 0.09% | 582 | -308 | -1.75% | Q4 2025 | Feb 02, 2026 |
| Cedarwood Wealth LLC | History | New | 16,717 | 1,196 | 1.33% | — | 584 | +16,717 | New | Q4 2025 | Mar 05, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 17,122 | 1,188 | 0.51% | 0.81% | 585 | -9,345 | -35.31% | Q4 2025 | Jan 26, 2026 |
| Motley Fool Wealth Management, LLC | History | Added to | 17,054 | 1,183 | 0.09% | 0.04% | 586 | +8,838 | 107.57% | Q4 2025 | Feb 11, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 17,053 | 1,183 | 0.16% | 0.17% | 587 | -338 | -1.94% | Q4 2025 | Feb 10, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 16,999 | 1,180 | 0.86% | 0.84% | 588 | +426 | 2.57% | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 16,986 | 1,179 | 0.0% | 0.0% | 589 | +5,407 | 46.7% | Q4 2025 | Feb 02, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 16,451 | 1,176 | 0.13% | 0.13% | 590 | +339 | 2.1% | Q4 2025 | Feb 13, 2026 |
| Human Investing LLC | History | Added to | 16,905 | 1,173 | 0.17% | 0.15% | 591 | +2,098 | 14.17% | Q4 2025 | Jan 27, 2026 |
| Krilogy Financial LLC | History | Added to | 16,293 | 1,166 | 0.04% | 0.04% | 592 | +1,912 | 13.3% | Q4 2025 | Jan 27, 2026 |
| Freestate Advisors LLC | History | Reduced | 16,747 | 1,162 | 0.94% | 0.96% | 593 | -57 | -0.34% | Q4 2025 | Jan 12, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 16,696 | 1,159 | 0.79% | 0.81% | 594 | +14 | 0.08% | Q4 2025 | Feb 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 16,491 | 1,152 | 0.15% | 0.1% | 595 | +3,762 | 29.55% | Q4 2025 | Feb 11, 2026 |
| CGC Financial Services, LLC | History | No change | 16,565 | 1,149 | 0.31% | 0.31% | 596 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PKS Advisory Services, LLC | History | Added to | 16,498 | 1,145 | 0.26% | 0.16% | 597 | +5,379 | 48.38% | Q4 2025 | Feb 02, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 16,491 | 1,144 | 0.81% | 0.81% | 598 | -65 | -0.39% | Q4 2025 | Feb 11, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 16,463 | 1,142 | 0.71% | 0.55% | 599 | +4,134 | 33.53% | Q4 2025 | Jan 15, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 16,289 | 1,130 | 0.08% | 0.06% | 600 | +2,537 | 18.45% | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 16,265 | 1,129 | 0.05% | 0.05% | 601 | +325 | 2.04% | Q4 2025 | Feb 09, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 16,238 | 1,127 | 0.03% | 0.03% | 602 | +2 | 0.01% | Q4 2025 | Feb 04, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 16,121 | 1,119 | 0.22% | 0.27% | 603 | -2,690 | -14.3% | Q4 2025 | Feb 13, 2026 |
| Coquina Private Wealth LLC | History | New | 16,076 | 1,115 | 0.89% | — | 604 | +16,076 | New | Q4 2025 | Jan 29, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 15,974 | 1,108 | 0.18% | 0.18% | 605 | +714 | 4.68% | Q4 2025 | Feb 06, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 15,901 | 1,103 | 0.81% | 0.86% | 606 | -267 | -1.65% | Q4 2025 | Jan 21, 2026 |
| GeoWealth Management, LLC | History | Reduced | 15,658 | 1,087 | 0.04% | 0.04% | 607 | -2,201 | -12.32% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 15,192 | 1,086 | 0.09% | 0.09% | 608 | -233 | -1.51% | Q4 2025 | Jan 20, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 15,599 | 1,082 | 0.06% | 0.19% | 609 | -37,331 | -70.53% | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 15,579 | 1,081 | 0.17% | 0.25% | 611 | -9,444 | -37.74% | Q4 2025 | Jan 21, 2026 |
| IPG Investment Advisors LLC | History | No change | 15,575 | 1,081 | 0.19% | 0.19% | 610 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Advance Capital Management, Inc. | History | Added to | 15,493 | 1,075 | 0.05% | 0.04% | 612 | +1,749 | 12.73% | Q4 2025 | Jan 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 15,372 | 1,067 | 0.09% | 0.1% | 613 | -989 | -6.04% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | New | 15,229 | 1,057 | 0.03% | — | 614 | +15,229 | New | Q4 2025 | Feb 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 15,224 | 1,056 | 0.09% | 0.09% | 615 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 15,170 | 1,053 | 0.03% | 0.03% | 616 | +626 | 4.3% | Q4 2025 | Jan 23, 2026 |
| Haverford Trust Co | History | Added to | 15,165 | 1,052 | 0.01% | 0.01% | 617 | +1,350 | 9.77% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 15,083 | 1,047 | 0.07% | 0.07% | 618 | -48 | -0.32% | Q4 2025 | Feb 03, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 15,000 | 1,041 | 0.06% | 0.07% | 619 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 14,985 | 1,040 | 0.44% | 0.41% | 621 | +1,416 | 10.44% | Q4 2025 | Feb 04, 2026 |
| Legacy Trust | History | No change | 14,992 | 1,040 | 0.19% | 0.2% | 620 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Herold Advisors, Inc. | History | Added to | 14,846 | 1,030 | 0.23% | 0.23% | 622 | +3 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Wells Financial Advisors INC | History | Reduced | 14,681 | 1,019 | 1.94% | 1.64% | 623 | -3,380 | -18.71% | Q4 2025 | Feb 02, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 14,671 | 1,018 | 0.27% | 0.28% | 624 | -258 | -1.73% | Q4 2025 | Jan 26, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 14,621 | 1,015 | 0.06% | 0.06% | 625 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 14,602 | 1,013 | 0.01% | 0.01% | 626 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 14,598 | 1,013 | 0.05% | 0.06% | 627 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 14,490 | 1,005 | 0.35% | 0.28% | 628 | +2,780 | 23.74% | Q4 2025 | Jan 20, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 14,456 | 1,003 | 0.12% | 0.12% | 629 | +19 | 0.13% | Q4 2025 | Feb 13, 2026 |
| Stokes Family Office, LLC | History | No change | 14,354 | 996 | 0.09% | 0.09% | 630 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 14,248 | 989 | 0.02% | 0.02% | 631 | -523 | -3.54% | Q4 2025 | Feb 17, 2026 |
| LongView Wealth Management | History | Added to | 13,874 | 986 | 0.24% | 0.21% | 632 | +2,222 | 19.07% | Q4 2025 | Jan 13, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 14,180 | 984 | 0.82% | — | 633 | +14,180 | New | Q4 2025 | Feb 05, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 13,811 | 958 | 0.04% | 0.05% | 634 | -2,002 | -12.66% | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | Reduced | 13,771 | 955 | 0.02% | 0.02% | 635 | -1,335 | -8.84% | Q4 2025 | Feb 17, 2026 |
| Investment Advisory Group, LLC | History | Added to | 13,755 | 954 | 0.25% | 0.25% | 636 | +27 | 0.2% | Q4 2025 | Jan 23, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 13,511 | 943 | 0.27% | 0.31% | 637 | -547 | -3.89% | Q4 2025 | Jan 06, 2026 |
| WARNER FINANCIAL, INC | History | No change | 13,552 | 941 | 0.33% | 0.34% | 638 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Savvy Advisors, Inc. | History | Added to | 13,533 | 939 | 0.03% | 0.01% | 639 | +10,517 | 348.71% | Q4 2025 | Jan 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 13,512 | 938 | 0.04% | 0.04% | 640 | +367 | 2.79% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 13,505 | 937 | 0.05% | 0.05% | 641 | +1,772 | 15.1% | Q4 2025 | Feb 10, 2026 |
| ARS Investment Partners, LLC | History | Added to | 13,474 | 935 | 0.05% | 0.06% | 642 | +498 | 3.84% | Q4 2025 | Feb 05, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 13,473 | 935 | 0.62% | 0.62% | 643 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 13,421 | 931 | 0.54% | 0.54% | 644 | -116 | -0.86% | Q4 2025 | Jan 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 13,308 | 923 | 0.01% | 0.01% | 645 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 12,526 | 917 | 0.21% | 0.36% | 646 | -7,732 | -38.17% | Q4 2025 | Feb 24, 2026 |
| Daybright Advisory Services, Inc. | History | New | 13,202 | 916 | 0.24% | — | 647 | +13,202 | New | Q4 2025 | Feb 12, 2026 |
| Smithfield Trust Co | History | Added to | 13,155 | 912 | 0.04% | 0.04% | 648 | +436 | 3.43% | Q4 2025 | Feb 09, 2026 |
| MWA Asset Management | History | Reduced | 13,119 | 910 | 0.51% | 0.5% | 649 | -286 | -2.13% | Q4 2025 | Jan 29, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Reduced | 13,002 | 902 | 0.71% | 1.36% | 650 | -11,097 | -46.05% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 12,945 | 898 | 0.26% | 0.27% | 651 | -692 | -5.07% | Q4 2025 | Jan 22, 2026 |
| NOVEM GROUP | History | Added to | 12,920 | 896 | 0.1% | 0.09% | 652 | +2,212 | 20.66% | Q4 2025 | Jan 27, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 12,838 | 891 | 0.13% | 0.14% | 653 | -440 | -3.31% | Q4 2025 | Feb 03, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 12,726 | 883 | 0.01% | 0.01% | 654 | -419 | -3.19% | Q4 2025 | Feb 13, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 12,720 | 883 | 0.31% | 0.33% | 655 | -287 | -2.21% | Q4 2025 | Feb 10, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 12,605 | 875 | 0.14% | 0.16% | 656 | -408 | -3.14% | Q4 2025 | Feb 17, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 12,579 | 873 | 0.05% | 0.05% | 657 | -1,279 | -9.23% | Q4 2025 | Jan 29, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 11,797 | 871 | 0.18% | 0.22% | 658 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | Added to | 12,484 | 866 | 0.03% | 0.03% | 659 | +27 | 0.22% | Q4 2025 | Feb 10, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 12,370 | 858 | 0.19% | 0.18% | 660 | +255 | 2.1% | Q4 2025 | Jan 20, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 12,312 | 854 | 0.05% | 0.05% | 661 | -272 | -2.16% | Q4 2025 | Feb 06, 2026 |
| Gambit Capital Management, LLC | History | New | 12,207 | 847 | 0.61% | — | 662 | +12,207 | New | Q4 2025 | Feb 06, 2026 |
| River Wealth Advisors LLC | History | Reduced | 12,195 | 846 | 0.09% | 0.1% | 663 | -1,007 | -7.63% | Q4 2025 | Feb 13, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 12,173 | 845 | 0.19% | 0.22% | 664 | -2,011 | -14.18% | Q4 2025 | Jan 14, 2026 |
| EFG International AG | History | New | 12,126 | 841 | 0.02% | — | 665 | +12,126 | New | Q4 2025 | Feb 17, 2026 |
| ORG Wealth Partners, LLC | History | Reduced | 12,101 | 840 | 0.2% | 0.18% | 669 | -610 | -4.8% | Q4 2025 | Jan 14, 2026 |
| ORG Partners LLC | History | Reduced | 12,100 | 840 | 0.15% | 0.15% | 668 | -292 | -2.36% | Q4 2025 | Jan 14, 2026 |
| Element Wealth, LLC | History | Added to | 12,105 | 840 | 0.35% | 0.36% | 667 | +28 | 0.23% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 12,103 | 840 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Gilbert Capital Group, Inc. | History | Added to | 12,024 | 834 | 0.63% | 0.59% | 670 | +731 | 6.47% | Q4 2025 | Jan 23, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 11,946 | 829 | 0.1% | 0.1% | 671 | -11 | -0.09% | Q4 2025 | Jan 02, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 11,930 | 828 | 0.01% | 0.01% | 672 | +1,921 | 19.19% | Q4 2025 | Feb 09, 2026 |
| Roxbury Financial LLC | History | Reduced | 11,888 | 825 | 0.74% | 0.78% | 673 | -610 | -4.88% | Q4 2025 | Jan 05, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 11,821 | 820 | 0.32% | 0.32% | 674 | +4 | 0.03% | Q4 2025 | Feb 04, 2026 |
| Caprock Group, LLC | History | Added to | 11,772 | 817 | 0.02% | 0.02% | 675 | +1,639 | 16.17% | Q4 2025 | Jan 28, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 11,737 | 814 | 0.1% | 0.06% | 676 | +5,043 | 75.34% | Q4 2025 | Jan 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 11,683 | 811 | 0.11% | 0.13% | 677 | -267 | -2.23% | Q4 2025 | Jan 21, 2026 |
| Montis Financial, LLC | History | Added to | 11,649 | 808 | 0.16% | 0.18% | 678 | +177 | 1.54% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 11,611 | 806 | 0.06% | 0.07% | 679 | -1,711 | -12.84% | Q4 2025 | Feb 03, 2026 |
| Compass Financial Services Inc | History | Added to | 11,607 | 805 | 0.35% | 0.35% | 680 | +27 | 0.23% | Q4 2025 | Feb 27, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 11,592 | 804 | 0.03% | 0.03% | 681 | -72 | -0.62% | Q4 2025 | Feb 11, 2026 |
| American State Bank (Iowa) | History | Added to | 11,521 | 799 | 0.38% | 0.4% | 682 | +1 | 0.01% | Q4 2025 | Apr 14, 2026 |
| Clarus Wealth Advisors | History | Added to | 11,085 | 786 | 0.33% | 0.28% | 683 | +1,834 | 19.82% | Q4 2025 | Jan 14, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 11,324 | 786 | 0.24% | 0.24% | 684 | -50 | -0.44% | Q4 2025 | Feb 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 11,320 | 785 | 0.0% | 0.0% | 685 | +117 | 1.04% | Q4 2025 | Feb 11, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 11,298 | 784 | 0.03% | 0.03% | 686 | -1,302 | -10.33% | Q4 2025 | Jan 12, 2026 |
| LifePlan Financial, LLC | History | Reduced | 11,162 | 774 | 0.59% | 0.62% | 687 | -357 | -3.1% | Q4 2025 | Jan 20, 2026 |
| Ayrshire Capital Management LLC | History | Added to | 11,130 | 772 | 0.35% | 0.25% | 688 | +3,058 | 37.88% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 11,015 | 764 | 0.05% | 0.05% | 689 | +918 | 9.09% | Q4 2025 | Jan 26, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 10,998 | 763 | 0.16% | 0.17% | 690 | -336 | -2.96% | Q4 2025 | Jan 05, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 10,967 | 761 | 0.04% | 0.04% | 691 | +115 | 1.06% | Q4 2025 | Feb 04, 2026 |
| West Wealth Group, LLC | History | Added to | 10,893 | 756 | 0.16% | 0.15% | 692 | +802 | 7.95% | Q4 2025 | Jan 26, 2026 |
| Round Rock Advisors LLC | History | Added to | 10,798 | 749 | 0.11% | 0.11% | 693 | +155 | 1.46% | Q4 2025 | Apr 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 10,764 | 747 | 0.08% | 0.08% | 694 | +308 | 2.95% | Q4 2025 | Jan 23, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 10,755 | 746 | 0.09% | 0.1% | 695 | +73 | 0.68% | Q4 2025 | Feb 10, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 10,715 | 743 | 0.08% | 0.08% | 697 | +2,409 | 29.0% | Q4 2025 | Feb 11, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 10,714 | 743 | 0.02% | 0.02% | 696 | -921 | -7.92% | Q4 2025 | Feb 05, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 10,673 | 740 | 0.22% | 0.14% | 701 | +4,001 | 59.97% | Q4 2025 | Jan 28, 2026 |
| CHILTON INVESTMENT CO INC. | History | Reduced | 10,666 | 740 | 0.02% | 0.02% | 698 | -988 | -8.48% | Q4 2025 | Feb 17, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 10,661 | 740 | 0.04% | 0.04% | 699 | -207 | -1.9% | Q4 2025 | Feb 06, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 10,664 | 740 | 0.05% | 0.05% | 700 | +103 | 0.98% | Q4 2025 | Feb 05, 2026 |
| Bluesphere Advisors LLC | History | Added to | 10,650 | 739 | 0.33% | 0.25% | 702 | +2,603 | 32.35% | Q4 2025 | Jan 21, 2026 |
| PFG Investments, LLC | History | Added to | 10,528 | 730 | 0.03% | 0.04% | 703 | +208 | 2.02% | Q4 2025 | Jan 26, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 10,513 | 729 | 0.16% | 0.16% | 704 | +214 | 2.08% | Q4 2025 | Jan 23, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 10,488 | 728 | 0.05% | 0.05% | 705 | -504 | -4.59% | Q4 2025 | Apr 02, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 10,396 | 721 | 0.15% | 0.19% | 706 | -255 | -2.39% | Q4 2025 | Feb 09, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 10,373 | 720 | 0.04% | 0.04% | 707 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 10,262 | 712 | 0.09% | 0.06% | 708 | +3,538 | 52.62% | Q4 2025 | Jan 20, 2026 |
| Horizon Investment Services, LLC | History | Reduced | 10,257 | 712 | 0.26% | 0.26% | 709 | -4 | -0.04% | Q4 2025 | Feb 13, 2026 |
| Carnegie Investment Counsel | History | Added to | 10,245 | 711 | 0.01% | 0.01% | 710 | +216 | 2.15% | Q4 2025 | Jan 23, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 10,248 | 711 | 0.01% | 0.01% | 711 | -16 | -0.16% | Q4 2025 | Jan 21, 2026 |
| Biltmore Family Office, LLC | History | No change | 10,247 | 711 | 0.1% | 0.1% | 712 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Guardian Capital, LLC | History | New | 10,235 | 710 | 0.64% | — | 713 | +10,235 | New | Q4 2025 | Feb 05, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 10,206 | 708 | 0.52% | 0.51% | 714 | -78 | -0.76% | Q4 2025 | Feb 12, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 10,134 | 703 | 0.04% | 0.03% | 715 | +1,170 | 13.05% | Q4 2025 | Mar 04, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 10,069 | 702 | 0.12% | 0.15% | 716 | -3,169 | -23.94% | Q4 2025 | Feb 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 10,089 | 700 | 0.02% | 0.02% | 717 | +116 | 1.16% | Q4 2025 | Jan 16, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 10,025 | 695 | 0.01% | 0.01% | 718 | -88 | -0.87% | Q4 2025 | Feb 04, 2026 |
| Merited Wealth, LLC | History | New | 10,004 | 694 | 0.64% | — | 719 | +10,004 | New | Q4 2025 | Mar 26, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 9,266 | 685 | 0.02% | 0.01% | 720 | +896 | 10.7% | Q4 2025 | Feb 09, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 9,853 | 683 | 0.11% | 0.11% | 721 | -584 | -5.6% | Q4 2025 | Jan 23, 2026 |
| Allen Capital Group, LLC | History | No change | 9,810 | 681 | 0.06% | 0.06% | 722 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| McAdam, LLC | History | Added to | 9,801 | 680 | 0.03% | 0.03% | 723 | +1,399 | 16.65% | Q4 2025 | Feb 13, 2026 |
| Latitude Advisors, LLC | History | Reduced | 9,797 | 680 | 0.3% | 0.31% | 724 | -68 | -0.69% | Q4 2025 | Jan 27, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 9,794 | 679 | 0.45% | 0.45% | 725 | +59 | 0.61% | Q4 2025 | Feb 11, 2026 |
| COMMERCE BANK | History | Added to | 9,752 | 676 | 0.0% | 0.0% | 726 | +403 | 4.31% | Q4 2025 | Feb 13, 2026 |
| W ADVISORS, LLC | History | No change | 9,697 | 673 | 0.34% | 0.35% | 727 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SYON CAPITAL LLC | History | Added to | 9,552 | 663 | 0.03% | 0.03% | 728 | +2,067 | 27.62% | Q4 2025 | Feb 11, 2026 |
| Ignite Planners, LLC | History | Reduced | 9,208 | 661 | 0.1% | 0.11% | 729 | -821 | -8.19% | Q4 2025 | Feb 06, 2026 |
| Bravias Capital Group, LLC | History | Added to | 9,497 | 659 | 0.4% | 0.31% | 730 | +2,596 | 37.62% | Q4 2025 | Jan 29, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 9,478 | 657 | 0.24% | 0.16% | 731 | +3,574 | 60.54% | Q4 2025 | Jan 07, 2026 |
| HUB Investment Partners, LLC | History | Added to | 9,436 | 655 | 0.02% | 0.02% | 732 | +60 | 0.64% | Q4 2025 | Feb 17, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 9,432 | 649 | 0.08% | 0.09% | 733 | +221 | 2.4% | Q4 2025 | Feb 04, 2026 |
| Lincoln Capital LLC | History | Added to | 9,340 | 648 | 0.12% | 0.12% | 734 | +1 | 0.01% | Q4 2025 | Jan 08, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 9,301 | 645 | 0.19% | 0.19% | 735 | +57 | 0.62% | Q4 2025 | Jan 12, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 9,237 | 641 | 0.1% | 0.11% | 736 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 9,225 | 640 | 0.18% | 0.2% | 737 | -871 | -8.63% | Q4 2025 | Jan 23, 2026 |
| Darden Wealth Group Inc | History | No change | 9,200 | 638 | 0.31% | 0.33% | 738 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Michels Family Financial, LLC | History | Reduced | 9,160 | 635 | 0.47% | 0.49% | 739 | -97 | -1.05% | Q4 2025 | Feb 19, 2026 |
| Investment Research Partners LLC | History | Reduced | 9,150 | 635 | 0.27% | 0.28% | 740 | -60 | -0.65% | Q4 2025 | Feb 12, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 9,120 | 633 | 0.04% | 0.04% | 741 | -225 | -2.41% | Q4 2025 | Jan 22, 2026 |
| Financial Partners Group, Inc | History | Added to | 8,734 | 627 | 0.07% | 0.07% | 742 | +656 | 8.12% | Q4 2025 | Feb 03, 2026 |
| Glenview Trust Co | History | No change | 8,879 | 616 | 0.01% | 0.01% | 743 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 8,884 | 616 | 0.11% | 0.1% | 744 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 8,792 | 610 | 0.06% | 0.07% | 745 | -289 | -3.18% | Q4 2025 | Feb 13, 2026 |
| FineMark National Bank & Trust | History | Added to | 8,762 | 608 | 0.02% | 0.02% | 746 | +1,338 | 18.02% | Q4 2025 | Feb 12, 2026 |
| Veracity Capital LLC | History | Reduced | 8,742 | 606 | 0.18% | 0.21% | 747 | -940 | -9.71% | Q4 2025 | Jan 29, 2026 |
| Pacific Park Financial, Inc. | History | New | 8,722 | 605 | 0.38% | — | 748 | +8,722 | New | Q4 2025 | Jan 30, 2026 |
| Vines Capital Management, LLC | History | New | 8,721 | 605 | 0.59% | — | 749 | +8,721 | New | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 8,685 | 602 | 0.02% | 0.02% | 750 | -4,076 | -31.94% | Q4 2025 | Jan 23, 2026 |
| Signet Private Wealth LLC | History | New | 8,633 | 599 | 0.57% | — | 751 | +8,633 | New | Q4 2025 | Feb 11, 2026 |
| Redwood Financial Network Corp | History | Reduced | 8,563 | 594 | 0.38% | 0.42% | 752 | -1,195 | -12.25% | Q4 2025 | Feb 10, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 8,529 | 592 | 0.3% | 0.32% | 753 | -453 | -5.04% | Q4 2025 | Jan 29, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 8,337 | 591 | 0.13% | 0.15% | 754 | -549 | -6.18% | Q4 2025 | Jan 14, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 8,463 | 587 | 0.18% | 0.19% | 755 | -273 | -3.13% | Q4 2025 | Jan 26, 2026 |
| Fidelis Wealth Advisors LLC | History | New | 8,415 | 584 | 0.85% | — | 756 | +8,415 | New | Q4 2025 | Feb 13, 2026 |
| ASL Financial, LLC | History | New | 8,399 | 583 | 0.46% | — | 758 | +8,399 | New | Q4 2025 | Jan 20, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 8,398 | 583 | 0.17% | 0.17% | 757 | +152 | 1.84% | Q4 2025 | Feb 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 8,384 | 582 | 0.01% | 0.01% | 759 | +3,841 | 84.55% | Q4 2025 | Jan 16, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 8,380 | 581 | 0.01% | 0.01% | 760 | +524 | 6.67% | Q4 2025 | Feb 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 8,259 | 573 | 0.0% | 0.0% | 761 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HEADINVEST, LLC | History | Added to | 8,237 | 571 | 0.11% | 0.11% | 763 | +489 | 6.31% | Q4 2025 | Feb 02, 2026 |
| Scott & Selber, Inc. | History | Added to | 8,237 | 571 | 0.14% | 0.14% | 762 | +2 | 0.02% | Q4 2025 | Jan 09, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 8,199 | 569 | 0.06% | 0.04% | 764 | +1,983 | 31.9% | Q4 2025 | Feb 13, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 8,191 | 568 | 0.21% | 0.25% | 765 | -891 | -9.81% | Q4 2025 | Feb 11, 2026 |
| AIMZ Investment Advisors, LLC | History | New | 8,098 | 562 | 0.16% | — | 766 | +8,098 | New | Q4 2025 | Feb 17, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 8,077 | 560 | 0.38% | 0.6% | 767 | -4,007 | -33.16% | Q4 2025 | Jan 29, 2026 |
| Breakwater Capital Group | History | Added to | 8,049 | 558 | 0.08% | 0.08% | 768 | +217 | 2.77% | Q4 2025 | Jan 09, 2026 |
| Whelan Financial | History | Reduced | 8,012 | 556 | 0.17% | 0.17% | 769 | -1 | -0.01% | Q4 2025 | Feb 02, 2026 |
| Diversified Trust Co | History | No change | 7,998 | 555 | 0.01% | 0.01% | 770 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 7,994 | 554 | 0.03% | 0.03% | 771 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 7,925 | 550 | 0.5% | — | 772 | +7,925 | New | Q4 2025 | Feb 17, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 7,912 | 549 | 0.12% | 0.13% | 773 | +76 | 0.97% | Q4 2025 | Jan 23, 2026 |
| Bell Bank | History | Reduced | 7,903 | 548 | 0.02% | 0.02% | 774 | -99 | -1.24% | Q4 2025 | Jan 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 7,787 | 540 | 0.01% | 0.01% | 775 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sowell Financial Services LLC | History | Reduced | 7,776 | 539 | 0.02% | 0.02% | 776 | -536 | -6.45% | Q4 2025 | Jan 21, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 7,712 | 535 | 0.1% | 0.1% | 777 | -161 | -2.04% | Q4 2025 | Jan 09, 2026 |
| GM Advisory Group, LLC | History | Added to | 7,705 | 534 | 0.02% | 0.02% | 778 | +1,253 | 19.42% | Q4 2025 | Feb 13, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 7,697 | 534 | 0.06% | 0.06% | 779 | +230 | 3.08% | Q4 2025 | Feb 04, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 7,692 | 533 | 0.04% | 0.05% | 780 | -25 | -0.32% | Q4 2025 | Jan 27, 2026 |
| Apollon Financial, LLC | History | No change | 7,664 | 532 | 0.08% | 0.09% | 781 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 7,600 | 527 | 0.12% | 0.12% | 782 | +100 | 1.33% | Q4 2025 | Jan 28, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 7,590 | 526 | 0.15% | 0.16% | 783 | +82 | 1.09% | Q4 2025 | Jan 21, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 7,576 | 525 | 0.04% | 0.04% | 784 | -157 | -2.03% | Q4 2025 | Jan 13, 2026 |
| Inscription Capital, LLC | History | Added to | 7,527 | 522 | 0.05% | 0.06% | 785 | +3 | 0.04% | Q4 2025 | Jan 29, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | No change | 7,479 | 519 | 0.2% | 0.2% | 786 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| City State Bank | History | No change | 7,447 | 516 | 0.14% | 0.15% | 787 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Reduced | 7,371 | 511 | 0.39% | 0.42% | 788 | -548 | -6.92% | Q4 2025 | Feb 12, 2026 |
| BOS Asset Management, LLC | History | Added to | 7,349 | 510 | 0.14% | 0.11% | 789 | +1,446 | 24.5% | Q4 2025 | Jan 09, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 7,338 | 509 | 0.21% | 0.21% | 790 | +17 | 0.23% | Q4 2025 | Feb 11, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 7,332 | 508 | 0.19% | 0.2% | 791 | +32 | 0.44% | Q4 2025 | Jan 30, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 7,300 | 506 | 0.44% | — | 792 | +7,300 | New | Q4 2025 | Feb 10, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 7,242 | 502 | 0.11% | 0.16% | 793 | -2,163 | -23.0% | Q4 2025 | Jan 09, 2026 |
| Betterment LLC | History | Added to | 7,216 | 501 | 0.0% | 0.0% | 794 | +1,735 | 31.65% | Q4 2025 | Feb 12, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 7,209 | 500 | 0.17% | 0.18% | 795 | +26 | 0.36% | Q4 2025 | Feb 03, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 7,201 | 499 | 0.03% | 0.03% | 796 | +2 | 0.03% | Q4 2025 | Feb 10, 2026 |
| Stanich Group LLC | History | Reduced | 7,174 | 497 | 0.37% | 0.32% | 797 | -554 | -7.17% | Q4 2025 | Jan 23, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 7,133 | 495 | 0.02% | 0.46% | 798 | -228,800 | -96.98% | Q4 2025 | Feb 17, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 7,133 | 495 | 0.18% | 0.19% | 799 | -214 | -2.91% | Q4 2025 | Jan 13, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Added to | 7,139 | 495 | 0.15% | 0.15% | 800 | +1 | 0.01% | Q4 2025 | Jan 07, 2026 |
| Hegarty Advisors, LLC | History | New | 7,082 | 491 | 0.43% | — | 802 | +7,082 | New | Q4 2025 | Jan 29, 2026 |
| American Wealth Advisors, LLC | History | Added to | 7,079 | 491 | 0.48% | 0.47% | 801 | +46 | 0.65% | Q4 2025 | Jan 26, 2026 |
| POTENTIA WEALTH | History | No change | 7,064 | 490 | 0.18% | 0.18% | 803 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BKM Wealth Management, LLC | History | Added to | 7,008 | 486 | 0.18% | 0.18% | 804 | +10 | 0.14% | Q4 2025 | Jan 29, 2026 |
| Jordan Park Group LLC | History | No change | 7,000 | 485 | 0.03% | 0.03% | 805 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Advantage, Inc. | History | Reduced | 6,934 | 481 | 0.06% | 0.07% | 807 | -251 | -3.49% | Q4 2025 | Jan 07, 2026 |
| First City Capital Management, Inc. | History | No change | 6,929 | 481 | 0.25% | 0.25% | 806 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Geneva Partners, LLC | History | Added to | 6,927 | 480 | 0.17% | 0.14% | 809 | +1,290 | 22.88% | Q4 2025 | Feb 03, 2026 |
| Core Wealth Advisors, Inc. | History | Reduced | 6,917 | 480 | 0.12% | 0.12% | 810 | -73 | -1.04% | Q4 2025 | Feb 17, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 6,921 | 480 | 0.06% | 0.06% | 808 | +23 | 0.33% | Q4 2025 | Feb 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 6,896 | 478 | 0.05% | 0.05% | 811 | -136 | -1.93% | Q4 2025 | Jan 22, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 6,859 | 476 | 0.16% | 0.18% | 812 | -230 | -3.24% | Q4 2025 | Jan 12, 2026 |
| Tactive Advisors, LLC | History | No change | 6,864 | 476 | 0.14% | 0.13% | 813 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 6,842 | 475 | 0.02% | 0.03% | 814 | -592 | -7.96% | Q4 2025 | Jan 12, 2026 |
| Demars Financial Group, LLC | History | Reduced | 6,834 | 474 | 0.16% | 0.16% | 815 | -78 | -1.13% | Q4 2025 | Jan 22, 2026 |
| Sepio Capital, LP | History | No change | 6,832 | 474 | 0.03% | 0.03% | 816 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 6,835 | 474 | 0.26% | 0.26% | 817 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 6,702 | 465 | 0.01% | 0.01% | 818 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| High Falls Advisors, Inc | History | Added to | 6,599 | 458 | 0.09% | 0.09% | 819 | +24 | 0.37% | Q4 2025 | Feb 18, 2026 |
| CVFG LLC | History | No change | 6,595 | 457 | 0.31% | 0.32% | 820 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| 360 Financial, Inc. | History | Reduced | 6,546 | 454 | 0.14% | 0.28% | 821 | -6,110 | -48.28% | Q4 2025 | Feb 13, 2026 |
| Obermeyer Wealth Partners | History | Added to | 6,534 | 453 | 0.02% | 0.01% | 822 | +2,974 | 83.54% | Q4 2025 | Jan 29, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 6,487 | 450 | 0.07% | 0.05% | 824 | +1,332 | 25.84% | Q4 2025 | Feb 04, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 6,488 | 450 | 0.09% | 0.09% | 823 | -128 | -1.93% | Q4 2025 | Feb 04, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 6,426 | 446 | 0.16% | 0.18% | 825 | -144 | -2.19% | Q4 2025 | Feb 09, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 6,402 | 444 | 0.01% | 0.01% | 826 | -4 | -0.06% | Q4 2025 | Feb 02, 2026 |
| Edgestream Partners, L.P. | History | New | 6,371 | 442 | 0.01% | — | 828 | +6,371 | New | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 6,374 | 442 | 0.02% | 0.02% | 827 | +93 | 1.48% | Q4 2025 | Jan 20, 2026 |
| Facet Wealth, Inc. | History | Added to | 6,176 | 441 | 0.01% | 0.01% | 829 | +1,934 | 45.59% | Q4 2025 | Jan 29, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 6,333 | 439 | 0.04% | 0.12% | 832 | -7,042 | -52.65% | Q4 2025 | Jan 22, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 6,333 | 439 | 0.05% | 0.05% | 830 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 6,331 | 439 | 0.1% | 0.1% | 831 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Lee Financial Co | History | Added to | 6,320 | 438 | 0.06% | 0.05% | 833 | +825 | 15.01% | Q4 2025 | Jan 22, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 6,313 | 438 | 0.27% | 0.28% | 834 | +8 | 0.13% | Q4 2025 | Jan 16, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 6,300 | 437 | 0.0% | 0.0% | 835 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sovereign Financial Group, Inc. | History | New | 6,260 | 434 | 0.07% | — | 836 | +6,260 | New | Q4 2025 | Jan 07, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 6,261 | 434 | 0.31% | 0.33% | 837 | +63 | 1.02% | Q4 2025 | Feb 13, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 6,202 | 430 | 0.09% | 0.1% | 838 | -100 | -1.59% | Q4 2025 | Feb 12, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 6,163 | 427 | 0.36% | 0.48% | 839 | -2,482 | -28.71% | Q4 2025 | Jan 23, 2026 |
| Soundwatch Capital LLC | History | Added to | 6,155 | 427 | 0.07% | 0.06% | 840 | +883 | 16.75% | Q4 2025 | Feb 10, 2026 |
| Skyview Financial Group LLC | History | New | 6,112 | 424 | 0.44% | — | 841 | +6,112 | New | Q4 2025 | Feb 18, 2026 |
| GWN SECURITIES INC. | History | Reduced | 6,103 | 423 | 0.09% | 0.11% | 842 | -810 | -11.72% | Q4 2025 | Feb 11, 2026 |
| Athena Wealth Management, LLC | History | New | 6,067 | 421 | 0.41% | — | 844 | +6,067 | New | Q4 2025 | Apr 17, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 6,072 | 421 | 0.01% | 0.02% | 843 | -1,482 | -19.62% | Q4 2025 | Feb 17, 2026 |
| Avant Capital LLC | History | Added to | 5,987 | 415 | 0.28% | 0.24% | 845 | +1,027 | 20.71% | Q4 2025 | Feb 13, 2026 |
| Destination Wealth Management | History | Reduced | 5,975 | 414 | 0.01% | 0.01% | 846 | -1,351 | -18.44% | Q4 2025 | Feb 13, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 5,940 | 412 | 0.13% | 0.13% | 847 | +66 | 1.12% | Q4 2025 | Feb 03, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 5,937 | 412 | 0.0% | 0.0% | 848 | -54 | -0.9% | Q4 2025 | Feb 11, 2026 |
| Ellenbecker Investment Group | History | Reduced | 5,913 | 410 | 0.06% | 0.12% | 849 | -5,837 | -49.68% | Q4 2025 | Jan 30, 2026 |
| Dynamic Financial Group | History | Added to | 5,914 | 410 | 0.35% | 0.35% | 850 | +13 | 0.22% | Q4 2025 | Jan 26, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 5,875 | 407 | 0.01% | 0.01% | 852 | -28,449 | -82.88% | Q4 2025 | Feb 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,870 | 407 | 0.02% | 0.01% | 851 | +2,738 | 87.42% | Q4 2025 | Jan 26, 2026 |
| TRUST CO OF VERMONT | History | Added to | 5,844 | 405 | 0.02% | 0.02% | 853 | +122 | 2.13% | Q4 2025 | Jan 16, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 5,823 | 404 | 0.02% | 0.05% | 854 | -4,747 | -44.91% | Q4 2025 | Feb 17, 2026 |
| Ballast Financial Advisors LLC | History | New | 5,806 | 403 | 0.41% | — | 857 | +5,806 | New | Q4 2025 | Feb 17, 2026 |
| RDA Financial Network | History | Reduced | 5,813 | 403 | 0.1% | 0.14% | 855 | -2,708 | -31.78% | Q4 2025 | Jan 06, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 5,811 | 403 | 0.05% | 0.04% | 856 | -1,001 | -14.69% | Q4 2025 | Feb 11, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 5,849 | 398 | 0.06% | 0.06% | 858 | -425 | -6.77% | Q4 2025 | Jan 16, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 5,706 | 396 | 0.15% | 0.16% | 859 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 5,703 | 395 | 0.04% | 0.02% | 861 | +2,195 | 62.57% | Q4 2025 | Jan 23, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 5,701 | 395 | 0.01% | 0.01% | 862 | -135 | -2.31% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | No change | 5,703 | 395 | 0.0% | 0.0% | 860 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 5,634 | 391 | 0.0% | 0.0% | 863 | -9 | -0.16% | Q4 2025 | Feb 17, 2026 |
| LVW Advisors, LLC | History | No change | 5,627 | 390 | 0.04% | 0.04% | 864 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | Reduced | 5,606 | 389 | 0.18% | 0.18% | 865 | -5 | -0.09% | Q4 2025 | Jan 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 5,558 | 385 | 0.03% | 0.03% | 866 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 5,521 | 383 | 0.04% | 0.04% | 867 | -87 | -1.55% | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 5,507 | 382 | 0.0% | 0.0% | 868 | +887 | 19.2% | Q4 2025 | Feb 09, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 5,515 | 382 | 0.11% | 0.1% | 869 | +609 | 12.41% | Q4 2025 | Jan 20, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 5,479 | 380 | 0.03% | 0.04% | 870 | -721 | -11.63% | Q4 2025 | Jan 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 5,449 | 378 | 0.0% | — | 871 | +5,449 | New | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Added to | 5,448 | 378 | 0.01% | 0.01% | 872 | +345 | 6.76% | Q4 2025 | Feb 02, 2026 |
| Blue Trust, Inc. | History | Added to | 5,418 | 376 | 0.0% | 0.0% | 874 | +4,975 | 1123.02% | Q4 2025 | Jan 16, 2026 |
| Key FInancial Inc | History | No change | 5,427 | 376 | 0.07% | 0.07% | 873 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 5,322 | 375 | 0.25% | 0.23% | 876 | -80 | -1.48% | Q4 2025 | Jan 21, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 5,400 | 375 | 0.05% | 0.05% | 875 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Financial Security Advisor, Inc. | History | New | 5,390 | 374 | 0.07% | — | 878 | +5,390 | New | Q4 2025 | Feb 05, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 5,392 | 374 | 0.11% | 0.11% | 877 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Concorde Asset Management, LLC | History | Added to | 5,369 | 372 | 0.15% | 0.12% | 879 | +1,296 | 31.82% | Q4 2025 | Feb 13, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 5,347 | 371 | 0.12% | 0.12% | 882 | +9 | 0.17% | Q4 2025 | Jan 22, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 5,345 | 371 | 0.22% | 0.23% | 880 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Royal Harbor Partners, LLC | History | No change | 5,354 | 371 | 0.12% | 0.12% | 881 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Midwest Trust Co | History | Reduced | 5,341 | 370 | 0.0% | 0.01% | 883 | -5,784 | -51.99% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Financial Management LLC | History | New | 5,310 | 368 | 0.35% | — | 886 | +5,310 | New | Q4 2025 | Feb 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 5,314 | 368 | 0.0% | 0.0% | 885 | +8 | 0.15% | Q4 2025 | Feb 13, 2026 |
| Rinkey Investments | History | No change | 5,304 | 368 | 0.09% | 0.1% | 884 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| INVESTED ADVISORS | History | Reduced | 5,271 | 365 | 0.38% | 0.65% | 888 | -1,957 | -27.08% | Q4 2025 | Jan 26, 2026 |
| Addison Advisors LLC | History | Reduced | 5,268 | 365 | 0.08% | 0.08% | 887 | -57 | -1.07% | Q4 2025 | Feb 06, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 5,230 | 363 | 0.01% | 0.01% | 889 | +34 | 0.65% | Q4 2025 | Feb 06, 2026 |
| Sachetta, LLC | History | Added to | 5,215 | 362 | 0.2% | 0.1% | 892 | +1,196 | 29.76% | Q4 2025 | Feb 02, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Reduced | 5,221 | 362 | 0.06% | 0.07% | 890 | -797 | -13.24% | Q4 2025 | Jan 15, 2026 |
| Insight Wealth Partners, LLC | History | No change | 5,229 | 362 | 0.05% | 0.11% | 891 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 5,198 | 360 | 0.6% | 0.48% | 893 | -57 | -1.08% | Q4 2025 | Feb 09, 2026 |
| Greater Midwest Financial Group, LLC | History | Added to | 5,199 | 360 | 0.2% | 0.23% | 894 | +33 | 0.64% | Q4 2025 | Feb 17, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 5,175 | 359 | 0.28% | — | 897 | +5,175 | New | Q4 2025 | Feb 06, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 5,175 | 359 | 0.14% | 0.15% | 896 | -110 | -2.08% | Q4 2025 | Feb 04, 2026 |
| Oak Harvest Investment Services | History | Reduced | 5,186 | 359 | 0.04% | 0.04% | 895 | -75 | -1.43% | Q4 2025 | Jan 27, 2026 |
| TrustBank | History | New | 5,166 | 358 | 0.15% | — | 898 | +5,166 | New | Q4 2025 | Feb 09, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 5,119 | 355 | 0.04% | 0.05% | 899 | -98 | -1.88% | Q4 2025 | Feb 06, 2026 |
| S.E.E.D. Planning Group LLC | History | No change | 5,118 | 355 | 0.1% | 0.1% | 900 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 5,115 | 355 | 0.15% | 0.26% | 901 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Goepper Burkhardt LLC | History | New | 5,110 | 354 | 0.12% | — | 902 | +5,110 | New | Q4 2025 | Feb 09, 2026 |
| Private Capital Management, LLC | History | Added to | 5,093 | 353 | 0.03% | 0.03% | 903 | +223 | 4.58% | Q4 2025 | Feb 17, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 5,088 | 353 | 0.14% | 0.15% | 904 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sanchez Wealth Management Group | History | Added to | 5,071 | 352 | 0.08% | 0.07% | 905 | +162 | 3.3% | Q4 2025 | Feb 04, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 5,059 | 351 | 0.03% | 0.03% | 906 | +447 | 9.69% | Q4 2025 | Feb 10, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,052 | 350 | 0.0% | 0.0% | 910 | +1,950 | 62.86% | Q4 2025 | Feb 02, 2026 |
| Allred Capital Management, LLC | History | Added to | 5,046 | 350 | 0.13% | 0.09% | 908 | +1,189 | 30.83% | Q4 2025 | Feb 10, 2026 |
| Fortis Advisors, LLC | History | Reduced | 5,042 | 350 | 0.19% | 0.2% | 907 | -213 | -4.05% | Q4 2025 | Feb 10, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 4,876 | 350 | 0.16% | 0.16% | 909 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Golden Reserve Retirement LLC | History | New | 5,030 | 349 | 0.06% | — | 912 | +5,030 | New | Q4 2025 | Jan 29, 2026 |
| Continuum Advisory, LLC | History | Reduced | 5,041 | 349 | 0.03% | 0.04% | 911 | -137 | -2.65% | Q4 2025 | Feb 11, 2026 |
| Integrity Investment Advisors, LLC | History | No change | 5,022 | 348 | 0.19% | 0.23% | 913 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 5,000 | 347 | 0.03% | 0.02% | 914 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Elevation Wealth Management LLC | History | New | 4,947 | 343 | 0.33% | — | 916 | +4,947 | New | Q4 2025 | Feb 12, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 4,935 | 343 | 0.02% | 0.02% | 915 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 4,917 | 341 | 0.3% | — | 917 | +4,917 | New | Q4 2025 | Feb 05, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Added to | 4,909 | 340 | 0.02% | 0.02% | 918 | +117 | 2.44% | Q4 2025 | Jan 09, 2026 |
| TritonPoint Partners, LLC | History | New | 4,887 | 339 | 0.18% | — | 919 | +4,887 | New | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 4,867 | 338 | 0.01% | 0.01% | 920 | +312 | 6.85% | Q4 2025 | Feb 12, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 4,867 | 337 | 0.11% | 0.12% | 921 | -231 | -4.53% | Q4 2025 | Feb 11, 2026 |
| MGB Wealth Management, LLC | History | Added to | 4,822 | 334 | 0.1% | 0.08% | 922 | +552 | 12.93% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 4,800 | 333 | 0.0% | 0.0% | 923 | -2,095 | -30.38% | Q4 2025 | Feb 17, 2026 |
| Ethos Financial Group, LLC | History | Added to | 4,805 | 333 | 0.02% | 0.02% | 924 | +182 | 3.94% | Q4 2025 | Jan 20, 2026 |
| Dakota Wealth Management | History | Added to | 4,755 | 330 | 0.01% | 0.01% | 925 | +150 | 3.26% | Q4 2025 | Jan 13, 2026 |
| HFG Advisors, Inc. | History | No change | 4,767 | 330 | 0.24% | 0.24% | 926 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legacy Edge Advisors, LLC | History | New | 4,751 | 329 | 0.04% | — | 927 | +4,751 | New | Q4 2025 | Feb 02, 2026 |
| CGN Advisors LLC | History | New | 4,709 | 326 | 0.03% | — | 929 | +4,709 | New | Q4 2025 | Jan 05, 2026 |
| MOR Wealth Management, LLC | History | New | 4,708 | 326 | 0.15% | — | 931 | +4,708 | New | Q4 2025 | Jan 15, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 4,703 | 326 | 0.01% | 0.01% | 928 | -371 | -7.31% | Q4 2025 | Jan 26, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 4,694 | 326 | 0.07% | 0.08% | 930 | -191 | -3.91% | Q4 2025 | Feb 17, 2026 |
| Eastover Investment Advisors LLC | History | Reduced | 4,684 | 325 | 0.14% | 0.16% | 932 | -744 | -13.71% | Q4 2025 | Jan 12, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 4,687 | 325 | 0.03% | 0.04% | 933 | -175 | -3.6% | Q4 2025 | Jan 28, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 4,497 | 324 | 0.07% | 0.07% | 934 | +28 | 0.63% | Q4 2025 | Feb 05, 2026 |
| Blue Chip Partners, LLC | History | New | 4,657 | 323 | 0.02% | — | 935 | +4,657 | New | Q4 2025 | Feb 18, 2026 |
| Chatterton & Associates Inc. | History | New | 4,650 | 322 | 0.28% | — | 937 | +4,650 | New | Q4 2025 | Jan 20, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 4,640 | 322 | 0.07% | 0.07% | 936 | +84 | 1.84% | Q4 2025 | Jan 21, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 4,619 | 320 | 0.02% | 0.02% | 938 | +9 | 0.2% | Q4 2025 | Feb 05, 2026 |
| Vontobel Holding Ltd. | History | No change | 4,600 | 319 | 0.0% | 0.0% | 939 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 4,461 | 318 | 0.05% | 0.05% | 940 | -60 | -1.33% | Q4 2025 | Feb 02, 2026 |
| Balance Wealth, LLC | History | Reduced | 4,555 | 316 | 0.1% | 0.12% | 944 | -2,767 | -37.79% | Q4 2025 | Jan 21, 2026 |
| Prospect Financial Services LLC | History | Added to | 4,560 | 316 | 0.18% | 0.14% | 943 | +945 | 26.14% | Q4 2025 | Feb 06, 2026 |
| CPC Advisors, LLC | History | Added to | 4,552 | 316 | 0.03% | 0.03% | 941 | +174 | 3.97% | Q4 2025 | Jan 28, 2026 |
| First National Advisers, LLC | History | No change | 4,555 | 316 | 0.04% | 0.04% | 942 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 4,549 | 315 | 0.03% | 0.03% | 945 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Noble Family Wealth, LLC | History | Added to | 4,516 | 313 | 0.07% | 0.07% | 946 | +75 | 1.69% | Q4 2025 | Jan 07, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 4,500 | 312 | 0.19% | — | 947 | +4,500 | New | Q4 2025 | Feb 17, 2026 |
| Curtis Advisory Group, LLC | History | No change | 4,500 | 312 | 0.07% | 0.07% | 948 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 4,500 | 312 | 0.05% | 0.05% | 949 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 4,500 | 312 | 0.06% | 0.06% | 950 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Procyon Advisors, LLC | History | Reduced | 4,468 | 310 | 0.02% | 0.02% | 952 | -3 | -0.07% | Q4 2025 | Jan 07, 2026 |
| M&T BANK CORP | History | No change | 4,475 | 310 | 0.0% | 0.0% | 951 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 4,131 | 304 | 0.3% | — | 953 | +4,131 | New | Q4 2025 | Feb 17, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 4,367 | 303 | 0.0% | 0.0% | 954 | -166 | -3.66% | Q4 2025 | Feb 12, 2026 |
| Squire Investment Management Company, LLC | History | No change | 4,353 | 302 | 0.09% | 0.1% | 955 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SP Asset Management LLC | History | Added to | 4,347 | 301 | 0.02% | 0.02% | 956 | +18 | 0.42% | Q4 2025 | Jan 28, 2026 |
| True North Advisors, LLC | History | New | 4,322 | 300 | 0.04% | — | 957 | +4,322 | New | Q4 2025 | Jan 22, 2026 |
| Apella Capital, LLC | History | No change | 4,334 | 300 | 0.01% | 0.01% | 958 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 4,296 | 298 | 0.06% | 0.07% | 959 | -83 | -1.9% | Q4 2025 | Feb 04, 2026 |
| Integras Partners LLC | History | Added to | 4,299 | 298 | 0.24% | 0.23% | 961 | +41 | 0.96% | Q4 2025 | Jan 29, 2026 |
| Waterfront Wealth Inc. | History | Added to | 4,166 | 298 | 0.06% | 0.06% | 960 | +17 | 0.41% | Q4 2025 | Jan 27, 2026 |
| DAVIS R M INC | History | No change | 4,263 | 295 | 0.01% | 0.01% | 962 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | New | 4,241 | 294 | 0.04% | — | 963 | +4,241 | New | Q4 2025 | Jan 13, 2026 |
| Klingman & Associates, LLC | History | No change | 4,200 | 291 | 0.01% | 0.01% | 964 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Guardian Partners Inc. | History | No change | 4,000 | 291 | 0.02% | 0.02% | 965 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Peak Retirement Planning, Inc. | History | New | 4,187 | 290 | 0.07% | — | 966 | +4,187 | New | Q4 2025 | Feb 10, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 4,187 | 290 | 0.28% | — | 967 | +4,187 | New | Q4 2025 | Feb 09, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 4,125 | 286 | 0.02% | 0.02% | 969 | -1,040 | -20.14% | Q4 2025 | Jan 12, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 4,123 | 286 | 0.01% | 0.01% | 968 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 4,118 | 285 | 0.01% | 0.26% | 970 | -51,159 | -92.55% | Q4 2025 | Feb 12, 2026 |
| Calamos Wealth Management LLC | History | No change | 4,080 | 283 | 0.01% | 0.01% | 971 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kelly Financial Services LLC | History | Reduced | 4,070 | 282 | 0.07% | 0.08% | 972 | -672 | -14.17% | Q4 2025 | Jan 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 4,022 | 279 | 0.0% | 0.0% | 973 | +882 | 28.09% | Q4 2025 | Feb 13, 2026 |
| Note Advisors, LLC | History | Reduced | 3,928 | 279 | 0.14% | 0.16% | 974 | -82 | -2.04% | Q4 2025 | Feb 18, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 4,017 | 278 | 0.0% | 0.0% | 977 | +97 | 2.47% | Q4 2025 | Feb 12, 2026 |
| Stonebrook Private Inc. | History | Added to | 4,015 | 278 | 0.06% | 0.06% | 976 | +3 | 0.07% | Q4 2025 | Feb 11, 2026 |
| Capital Square, LLC | History | Added to | 4,012 | 278 | 0.14% | 0.14% | 975 | +2 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 3,984 | 276 | 0.14% | 0.15% | 978 | -668 | -14.36% | Q4 2025 | Feb 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 3,878 | 275 | 0.02% | 0.06% | 979 | -7,303 | -65.32% | Q4 2025 | Feb 13, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 3,950 | 274 | 0.14% | 0.15% | 980 | +88 | 2.28% | Q4 2025 | Jan 23, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | New | 3,941 | 273 | 0.0% | — | 981 | +3,941 | New | Q4 2025 | Feb 12, 2026 |
| Cedar Wealth Management, LLC | History | No change | 3,934 | 273 | 0.08% | 0.08% | 982 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GDS Wealth Management | History | Added to | 3,925 | 272 | 0.02% | 0.02% | 983 | +52 | 1.34% | Q4 2025 | Feb 02, 2026 |
| Crestwood Advisors Group, LLC | History | New | 3,908 | 271 | 0.0% | — | 984 | +3,908 | New | Q4 2025 | Feb 03, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 3,899 | 270 | 0.08% | 0.08% | 985 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| United Advisor Group, LLC | History | Reduced | 3,868 | 268 | 0.03% | 0.04% | 987 | -436 | -10.13% | Q4 2025 | Jan 26, 2026 |
| Hirtle Callaghan & Co LLC | History | No change | 3,869 | 268 | 0.01% | 0.01% | 986 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Berger Financial Group, Inc | History | Reduced | 3,858 | 267 | 0.02% | 0.02% | 988 | -65 | -1.66% | Q4 2025 | Jan 27, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 3,817 | 264 | 0.15% | 0.31% | 989 | -3,602 | -48.55% | Q4 2025 | Jan 13, 2026 |
| Ascent Group, LLC | History | Reduced | 3,800 | 263 | 0.01% | 0.01% | 990 | -45 | -1.17% | Q4 2025 | Jan 20, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 3,788 | 262 | 0.09% | — | 991 | +3,788 | New | Q4 2025 | Jan 20, 2026 |
| True Wealth Design, LLC | History | New | 3,785 | 262 | 0.08% | — | 994 | +3,785 | New | Q4 2025 | Jan 08, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 3,784 | 262 | 0.1% | 0.1% | 992 | -70 | -1.82% | Q4 2025 | Jan 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 3,785 | 262 | 0.01% | 0.01% | 993 | +16 | 0.42% | Q4 2025 | Jan 12, 2026 |
| Bogart Wealth, LLC | History | Added to | 3,762 | 261 | 0.01% | 0.01% | 995 | +1,761 | 88.01% | Q4 2025 | Jan 30, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 3,749 | 260 | 0.01% | 0.01% | 996 | -26 | -0.69% | Q4 2025 | Feb 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | New | 3,737 | 259 | 0.02% | — | 1001 | +3,737 | New | Q4 2025 | Feb 04, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 3,733 | 259 | 0.01% | — | 997 | +3,733 | New | Q4 2025 | Feb 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 3,742 | 259 | 0.04% | 0.03% | 1000 | +322 | 9.42% | Q4 2025 | Jan 21, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 3,742 | 259 | 0.19% | 0.17% | 999 | -8 | -0.21% | Q4 2025 | Mar 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 3,743 | 259 | 0.04% | 0.04% | 998 | +3 | 0.08% | Q4 2025 | Jan 23, 2026 |
| KFA Private Wealth Group, LLC | History | New | 3,729 | 258 | 0.06% | — | 1002 | +3,729 | New | Q4 2025 | Jan 07, 2026 |
| CERTUITY, LLC | History | Added to | 3,680 | 255 | 0.02% | 0.02% | 1003 | +440 | 13.58% | Q4 2025 | Jan 30, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 3,650 | 253 | 0.03% | 0.03% | 1004 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| M3 Advisory Group, LLC | History | No change | 3,631 | 252 | 0.15% | 0.15% | 1005 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Apeiron RIA LLC | History | Reduced | 3,473 | 251 | 0.05% | 0.17% | 1007 | -7,789 | -69.16% | Q4 2025 | Feb 03, 2026 |
| Beech Hill Advisors, Inc. | History | New | 3,630 | 251 | 0.12% | — | 1006 | +3,630 | New | Q4 2025 | Jan 14, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 3,616 | 251 | 0.04% | 0.05% | 1010 | -303 | -7.73% | Q4 2025 | Feb 03, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 3,591 | 251 | 0.0% | 0.0% | 1009 | +20 | 0.56% | Q4 2025 | Feb 05, 2026 |
| MTM Investment Management, LLC | History | No change | 3,629 | 251 | 0.08% | 0.08% | 1008 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 3,610 | 250 | 0.04% | 0.04% | 1011 | +150 | 4.34% | Q4 2025 | Jan 29, 2026 |
| BROGAN FINANCIAL, INC. | History | Added to | 3,613 | 250 | 0.11% | 0.1% | 1012 | +23 | 0.64% | Q4 2025 | Feb 12, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 3,599 | 249 | 0.01% | 0.01% | 1013 | -650 | -15.3% | Q4 2025 | Feb 17, 2026 |
| Randolph Co Inc | History | Added to | 3,595 | 249 | 0.02% | 0.02% | 1014 | +328 | 10.04% | Q4 2025 | Feb 11, 2026 |
| Security Financial Services, INC. | History | No change | 3,561 | 247 | 0.04% | 0.04% | 1015 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 3,558 | 246 | 0.04% | 0.03% | 1017 | +864 | 32.07% | Q4 2025 | Feb 09, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 3,551 | 246 | 0.12% | 0.13% | 1016 | +19 | 0.54% | Q4 2025 | Jan 21, 2026 |
| Fisher Asset Management, LLC | History | New | 3,520 | 244 | 0.0% | — | 1018 | +3,520 | New | Q4 2025 | Feb 09, 2026 |
| Goldstein Advisors, LLC | History | New | 3,514 | 243 | 0.03% | — | 1019 | +3,514 | New | Q4 2025 | Feb 10, 2026 |
| Heritage Wealth Management, Inc./Texas | History | No change | 3,501 | 243 | 0.11% | 0.1% | 1020 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Advisor OS, LLC | History | Reduced | 3,473 | 241 | 0.02% | 0.02% | 1023 | -477 | -12.08% | Q4 2025 | Feb 04, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 3,477 | 241 | 0.03% | 0.04% | 1022 | -290 | -7.7% | Q4 2025 | Feb 13, 2026 |
| AMG National Trust Bank | History | Reduced | 3,486 | 241 | 0.01% | 0.01% | 1021 | -52 | -1.47% | Q4 2025 | Jan 30, 2026 |
| Balefire, LLC | History | Reduced | 3,463 | 240 | 0.05% | 0.05% | 1024 | -251 | -6.76% | Q4 2025 | Jan 12, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 3,455 | 239 | 0.12% | 0.13% | 1025 | +20 | 0.58% | Q4 2025 | Jan 29, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 3,439 | 238 | 0.03% | 0.03% | 1026 | -235 | -6.4% | Q4 2025 | Jan 29, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 3,411 | 236 | 0.1% | 0.1% | 1028 | +71 | 2.13% | Q4 2025 | Feb 10, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 3,404 | 236 | 0.02% | 0.02% | 1027 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Pandora Wealth, Inc. | History | No change | 3,400 | 236 | 0.14% | 0.14% | 1029 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 3,377 | 234 | 0.06% | 0.08% | 1030 | -293 | -7.98% | Q4 2025 | Feb 10, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | New | 3,365 | 233 | 0.09% | — | 1031 | +3,365 | New | Q4 2025 | Jan 22, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 3,351 | 232 | 0.02% | 0.02% | 1032 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TFR Capital, LLC. | History | Reduced | 3,334 | 231 | 0.08% | 0.08% | 1033 | -17 | -0.51% | Q4 2025 | Jan 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 3,304 | 230 | 0.0% | 0.0% | 1034 | -1,390 | -29.61% | Q4 2025 | Feb 17, 2026 |
| Legacy Financial Group LLC | History | No change | 3,161 | 230 | 0.03% | 0.03% | 1035 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| JMG Financial Group, Ltd. | History | No change | 3,300 | 229 | 0.01% | 0.01% | 1036 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Family Capital Management, Inc. | History | No change | 3,307 | 229 | 0.1% | 0.11% | 1037 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 3,295 | 228 | 0.02% | 0.02% | 1038 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| North Star Investment Management Corp. | History | No change | 3,291 | 228 | 0.01% | 0.01% | 1039 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 3,281 | 227 | 0.14% | — | 1040 | +3,281 | New | Q4 2025 | Feb 09, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | New | 3,256 | 226 | 0.02% | — | 1043 | +3,256 | New | Q4 2025 | Jan 27, 2026 |
| L & S Advisors Inc | History | Added to | 3,258 | 226 | 0.02% | 0.02% | 1042 | +53 | 1.65% | Q4 2025 | Feb 05, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 3,269 | 226 | 0.06% | 0.06% | 1041 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 3,215 | 223 | 0.02% | 0.02% | 1048 | -49 | -1.5% | Q4 2025 | Mar 03, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 3,220 | 223 | 0.05% | 0.05% | 1044 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sharp Wealth Advisory, LLC | History | No change | 3,222 | 223 | 0.11% | 0.12% | 1045 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 3,220 | 223 | 0.03% | 0.03% | 1046 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 3,224 | 223 | 0.01% | 0.01% | 1047 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Polaris Investment Advisors, LLC | History | New | 3,211 | 222 | 0.16% | — | 1051 | +3,211 | New | Q4 2025 | Jan 15, 2026 |
| Costello Asset Management, INC | History | Added to | 3,206 | 222 | 0.07% | 0.01% | 1050 | +2,786 | 663.33% | Q4 2025 | Feb 03, 2026 |
| Wealth Architects, LLC | History | No change | 3,206 | 222 | 0.02% | 0.02% | 1049 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 3,191 | 221 | 0.08% | 0.09% | 1052 | +20 | 0.63% | Q4 2025 | Feb 05, 2026 |
| Second Line Capital, LLC | History | Added to | 3,169 | 219 | 0.05% | 0.04% | 1053 | +120 | 3.94% | Q4 2025 | Feb 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 3,153 | 218 | 0.02% | 0.01% | 1054 | +96 | 3.14% | Q4 2025 | Jan 14, 2026 |
| Elevated Financial Group LLC | History | New | 3,132 | 217 | 0.08% | — | 1056 | +3,132 | New | Q4 2025 | Jan 29, 2026 |
| Mission Hills Financial Advisory, LLC | History | New | 3,129 | 217 | 0.11% | — | 1055 | +3,129 | New | Q4 2025 | Feb 02, 2026 |
| Argent Trust Co | History | No change | 3,106 | 215 | 0.01% | 0.01% | 1057 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Owen LaRue, LLC | History | Added to | 3,090 | 214 | 0.08% | 0.08% | 1058 | +4 | 0.13% | Q4 2025 | Feb 05, 2026 |
| Planning Project LLC | History | New | 3,079 | 213 | 0.05% | — | 1061 | +3,079 | New | Q4 2025 | Feb 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 3,072 | 213 | 0.0% | — | 1059 | +3,072 | New | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 3,073 | 213 | 0.04% | 0.04% | 1060 | -397 | -11.44% | Q4 2025 | Feb 12, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,058 | 212 | 0.05% | 0.06% | 1063 | -137 | -4.29% | Q4 2025 | Feb 17, 2026 |
| One Capital Management, LLC | History | No change | 3,062 | 212 | 0.01% | 0.01% | 1062 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Prosperity Financial Group, Inc. | History | New | 3,041 | 211 | 0.08% | — | 1067 | +3,041 | New | Q4 2025 | Jan 26, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 3,050 | 211 | 0.01% | 0.01% | 1064 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,052 | 211 | 0.01% | 0.01% | 1065 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Forum Financial Management, LP | History | No change | 3,047 | 211 | 0.0% | 0.0% | 1066 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WELCH & FORBES LLC | History | No change | 2,998 | 208 | 0.0% | 0.0% | 1068 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 3,000 | 208 | 0.0% | 0.0% | 1069 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Reduced | 2,983 | 207 | 2.01% | 1.97% | 1070 | -466 | -13.51% | Q4 2025 | Jan 27, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | No change | 2,951 | 204 | 0.05% | 0.05% | 1071 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 2,936 | 203 | 0.01% | 0.01% | 1073 | -25 | -0.84% | Q4 2025 | Jan 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 2,930 | 203 | 0.0% | 0.0% | 1072 | -11 | -0.37% | Q4 2025 | Feb 09, 2026 |
| Arsenal Capital Advisors LLC | History | New | 2,883 | 200 | 0.14% | — | 1074 | +2,883 | New | Q4 2025 | Feb 11, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,733 | 189 | 0.01% | 0.01% | 1075 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Valued Wealth Advisors LLC | History | No change | 2,729 | 189 | 0.08% | 0.09% | 1076 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 2,608 | 181 | 0.0% | 0.0% | 1077 | -180 | -6.46% | Q4 2025 | Jan 07, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 2,600 | 180 | 0.06% | 0.06% | 1078 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Stone House Investment Management, LLC | History | Added to | 2,566 | 178 | 0.03% | 0.03% | 1079 | +226 | 9.66% | Q4 2025 | Jan 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,449 | 170 | 0.01% | 0.01% | 1080 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,427 | 168 | 0.01% | 0.01% | 1081 | +251 | 11.53% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,409 | 167 | 0.01% | 0.01% | 1082 | +881 | 57.66% | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | Added to | 2,404 | 166 | 0.01% | 0.01% | 1083 | +686 | 39.93% | Q4 2025 | Feb 11, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 2,365 | 164 | 0.16% | — | 1084 | +2,365 | New | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,317 | 160 | 0.0% | 0.0% | 1085 | -1,659 | -41.73% | Q4 2025 | Feb 11, 2026 |
| NorthAvenue LLC | History | New | 2,298 | 159 | 0.13% | — | 1086 | +2,298 | New | Q4 2025 | Apr 02, 2026 |
| FIRST HORIZON CORP | History | No change | 2,283 | 158 | 0.01% | 0.01% | 1087 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ST GERMAIN D J CO INC | History | No change | 2,290 | 158 | 0.01% | 0.01% | 1088 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | Reduced | 2,105 | 146 | 0.03% | 0.03% | 1089 | -110 | -4.97% | Q4 2025 | Feb 12, 2026 |
| CrossGen Wealth, LLC | History | New | 2,097 | 145 | 0.13% | — | 1090 | +2,097 | New | Q4 2025 | Feb 19, 2026 |
| BOKF, NA | History | Reduced | 2,049 | 142 | 0.0% | 0.0% | 1091 | -1,222 | -37.36% | Q4 2025 | Feb 03, 2026 |
| Archer Investment Corp | History | Reduced | 2,035 | 141 | 0.03% | 0.03% | 1092 | -6 | -0.29% | Q4 2025 | Jan 30, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 2,019 | 140 | 0.07% | 0.08% | 1093 | -1,258 | -38.39% | Q4 2025 | Feb 18, 2026 |
| Trust Co | History | New | 1,983 | 137 | 0.01% | — | 1094 | +1,983 | New | Q4 2025 | Jan 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 1,984 | 137 | 0.01% | 0.01% | 1095 | +13 | 0.66% | Q4 2025 | Feb 17, 2026 |
| WPG Advisers, LLC | History | No change | 1,947 | 135 | 0.1% | 0.1% | 1096 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| eCIO, Inc. | History | New | 1,807 | 125 | 0.06% | — | 1097 | +1,807 | New | Q4 2025 | Jan 20, 2026 |
| American Capital Advisory, LLC | History | Added to | 1,794 | 124 | 0.05% | 0.06% | 1099 | +6 | 0.34% | Q4 2025 | Jan 30, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 1,790 | 124 | 0.03% | 0.03% | 1098 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Caitlin John, LLC | History | Reduced | 1,785 | 123 | 0.08% | 0.1% | 1100 | -282 | -13.64% | Q4 2025 | Feb 18, 2026 |
| Glassman Wealth Services | History | No change | 1,769 | 122 | 0.02% | 0.02% | 1101 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 1,700 | 118 | 0.04% | 0.03% | 1102 | +500 | 41.67% | Q4 2025 | Feb 04, 2026 |
| Signature Equity Partners, LLC | History | New | 1,698 | 117 | 0.06% | — | 1104 | +1,698 | New | Q4 2025 | Feb 17, 2026 |
| EPG Wealth Management LLC | History | Added to | 1,686 | 117 | 0.03% | 0.03% | 1103 | +1 | 0.06% | Q4 2025 | Jan 28, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,669 | 115 | 0.1% | 0.1% | 1105 | +11 | 0.66% | Q4 2025 | Jan 26, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1,653 | 114 | 0.02% | 0.01% | 1106 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 1,625 | 112 | 0.07% | — | 1107 | +1,625 | New | Q4 2025 | Feb 02, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 1,606 | 111 | 0.02% | 0.05% | 1108 | -2,780 | -63.38% | Q4 2025 | Jan 27, 2026 |
| Redwood Park Advisors LLC | History | No change | 1,603 | 111 | 0.08% | 0.07% | 1109 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 1,583 | 109 | 0.02% | 0.02% | 1110 | -28 | -1.74% | Q4 2025 | Feb 09, 2026 |
| OBSIDIAN CIO, LLC | History | New | 1,534 | 106 | 0.16% | — | 1111 | +1,534 | New | Q4 2025 | Feb 18, 2026 |
| Gleason Group, Inc. | History | Reduced | 1,488 | 103 | 0.01% | 0.01% | 1112 | -29 | -1.91% | Q4 2025 | Jan 15, 2026 |
| Quent Capital, LLC | History | Added to | 1,454 | 100 | 0.01% | 0.01% | 1115 | +426 | 41.44% | Q4 2025 | Jan 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 1,447 | 100 | 0.0% | 0.0% | 1113 | +6 | 0.42% | Q4 2025 | Feb 12, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 1,443 | 100 | 0.02% | 0.02% | 1114 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Noble Wealth Management PBC | History | No change | 1,450 | 100 | 0.05% | 0.05% | 1116 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| West Branch Capital LLC | History | Reduced | 1,369 | 95 | 0.02% | 0.05% | 1117 | -1,352 | -49.69% | Q4 2025 | Jan 16, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1,366 | 94 | 0.04% | — | 1118 | +1,366 | New | Q4 2025 | Jan 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,290 | 89 | 0.01% | 0.01% | 1119 | +9 | 0.7% | Q4 2025 | Jan 08, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 1,231 | 85 | 0.05% | 0.05% | 1120 | +8 | 0.65% | Q4 2025 | Feb 17, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,217 | 84 | 0.03% | 0.03% | 1121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 1,208 | 83 | 0.01% | 0.01% | 1122 | +41 | 3.51% | Q4 2025 | Feb 18, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 1,190 | 82 | 0.03% | 0.03% | 1123 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BAYBAN | History | New | 1,146 | 79 | 0.07% | — | 1126 | +1,146 | New | Q4 2025 | Mar 05, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,108 | 79 | 0.0% | 0.0% | 1125 | +1,059 | 2161.22% | Q4 2025 | Jan 21, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,148 | 79 | 0.0% | 0.0% | 1124 | -140 | -10.87% | Q4 2025 | Feb 17, 2026 |
| Imprint Wealth LLC | History | Reduced | 1,118 | 77 | 0.36% | 0.6% | 1127 | -1,624 | -59.23% | Q4 2025 | Feb 17, 2026 |
| West Financial Advisors, LLC | History | No change | 1,098 | 76 | 0.01% | 0.01% | 1128 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CDKV HOLDINGS LLC | History | New | 1,083 | 75 | 0.06% | — | 1129 | +1,083 | New | Q4 2025 | Feb 17, 2026 |
| Dorato Capital Management | History | New | 978 | 69 | 0.05% | — | 1134 | +978 | New | Q4 2025 | Jan 16, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,003 | 69 | 0.0% | 0.0% | 1130 | +114 | 12.82% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,006 | 69 | 0.0% | 0.0% | 1133 | +10 | 1.0% | Q4 2025 | Jan 20, 2026 |
| WHITTIER TRUST CO | History | Added to | 984 | 69 | 0.0% | 0.0% | 1131 | +4 | 0.41% | Q4 2025 | Jan 26, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 1,000 | 69 | 0.0% | 0.0% | 1132 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lodestone Wealth Management LLC | History | New | 977 | 67 | 0.03% | — | 1136 | +977 | New | Q4 2025 | Jan 15, 2026 |
| BFSG, LLC | History | No change | 974 | 67 | 0.01% | 0.01% | 1135 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Copia Wealth Management | History | No change | 978 | 67 | 0.05% | 0.05% | 1137 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bulwark Capital Corp | History | No change | 948 | 65 | 0.05% | 0.05% | 1138 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 896 | 62 | 0.01% | 0.01% | 1139 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Hilltop National Bank | History | No change | 904 | 62 | 0.01% | 0.02% | 1140 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 882 | 61 | 0.04% | — | 1144 | +882 | New | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | Added to | 885 | 61 | 0.01% | 0.01% | 1143 | +285 | 47.5% | Q4 2025 | Jan 29, 2026 |
| Heritage Wealth Advisors | History | Reduced | 889 | 61 | 0.0% | 0.0% | 1141 | -215 | -19.47% | Q4 2025 | Feb 13, 2026 |
| Community Bank, N.A. | History | No change | 886 | 61 | 0.01% | 0.01% | 1142 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| High Point Wealth Management, LLC | History | New | 872 | 60 | 0.06% | — | 1145 | +872 | New | Q4 2025 | Jan 29, 2026 |
| RED REEF ADVISORS LLC | History | New | 862 | 59 | 0.06% | — | 1148 | +862 | New | Q4 2025 | Apr 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 850 | 59 | 0.01% | 0.01% | 1146 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Newton One Investments LLC | History | No change | 862 | 59 | 0.02% | 0.02% | 1147 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clarity Asset Management, Inc. | History | New | 814 | 56 | 0.03% | — | 1151 | +814 | New | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 812 | 56 | 0.0% | 0.0% | 1149 | +262 | 47.64% | Q4 2025 | Feb 12, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 820 | 56 | 0.04% | 0.04% | 1152 | -1 | -0.12% | Q4 2025 | Jan 27, 2026 |
| Clearstead Trust, LLC | History | No change | 816 | 56 | 0.01% | 0.01% | 1150 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 800 | 55 | 0.07% | 0.06% | 1153 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 789 | 54 | 0.02% | 0.02% | 1154 | +5 | 0.64% | Q4 2025 | Jan 09, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 768 | 53 | 0.02% | 0.02% | 1156 | -3 | -0.39% | Q4 2025 | Feb 17, 2026 |
| Family Manage LLC | History | No change | 771 | 53 | 0.01% | 0.01% | 1155 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 751 | 52 | 0.0% | 0.0% | 1157 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JNBA Financial Advisors | History | No change | 756 | 52 | 0.0% | 0.0% | 1158 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Access Investment Management LLC | History | No change | 760 | 51 | 0.01% | 0.01% | 1159 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Clark Wealth Partners | History | No change | 741 | 51 | 0.03% | 0.03% | 1160 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 679 | 47 | 0.01% | 0.01% | 1162 | +3 | 0.44% | Q4 2025 | Jan 22, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 678 | 47 | 0.0% | 0.0% | 1161 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 668 | 46 | 0.0% | 0.0% | 1163 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 652 | 45 | 0.01% | 0.02% | 1164 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 597 | 41 | 0.01% | 0.01% | 1165 | -10 | -1.65% | Q4 2025 | Apr 24, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 564 | 39 | 0.02% | 0.02% | 1166 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Operose Advisors LLC | History | No change | 563 | 39 | 0.01% | 0.01% | 1167 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strive Financial Group ,LLC | History | New | 550 | 38 | 0.02% | — | 1168 | +550 | New | Q4 2025 | Feb 18, 2026 |
| Kingdom Financial Group LLC. | History | New | 531 | 36 | 0.01% | — | 1169 | +531 | New | Q4 2025 | Feb 06, 2026 |
| Independence Bank of Kentucky | History | Added to | 506 | 35 | 0.0% | 0.0% | 1171 | +226 | 80.71% | Q4 2025 | Jan 20, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 508 | 35 | 0.0% | 0.0% | 1170 | +100 | 24.51% | Q4 2025 | Feb 12, 2026 |
| Horrell Capital Management, Inc. | History | No change | 500 | 34 | 0.01% | 0.01% | 1172 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 496 | 34 | 0.0% | 0.0% | 1173 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Kilter Group LLC | History | Added to | 472 | 32 | 0.01% | — | 1175 | +470 | 23500.0% | Q4 2025 | Feb 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 465 | 32 | 0.02% | 0.02% | 1174 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 449 | 31 | 0.03% | — | 1177 | +449 | New | Q4 2025 | Feb 12, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 440 | 31 | 0.02% | 0.02% | 1176 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 422 | 29 | 0.04% | 0.05% | 1178 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Realta Investment Advisors | History | Added to | 405 | 28 | 0.01% | 0.01% | 1179 | +102 | 33.66% | Q4 2025 | Jan 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 398 | 27 | 0.01% | 0.01% | 1180 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Missouri Trust & Investment Co | History | No change | 400 | 27 | 0.01% | 0.01% | 1181 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 380 | 26 | 0.03% | — | 1184 | +380 | New | Q4 2025 | Feb 12, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 374 | 26 | 0.01% | 0.01% | 1182 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 379 | 26 | 0.0% | 0.0% | 1183 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 385 | 26 | 0.03% | 0.03% | 1185 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Arlington Trust Co LLC | History | Reduced | 370 | 25 | 0.0% | 0.04% | 1186 | -3,053 | -89.19% | Q4 2025 | Jan 30, 2026 |
| Rossby Financial, LCC | History | No change | 367 | 25 | 0.01% | 0.01% | 1187 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Greenline Wealth Management LLC | History | New | 360 | 24 | 0.02% | — | 1189 | +360 | New | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | Added to | 357 | 24 | 0.01% | 0.0% | 1188 | +113 | 46.31% | Q4 2025 | Jan 12, 2026 |
| BESSEMER GROUP INC | History | New | 303 | 21 | 0.0% | — | 1190 | +303 | New | Q4 2025 | Feb 05, 2026 |
| Avion Wealth | History | No change | 309 | 21 | 0.0% | 0.0% | 1191 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 316 | 21 | 0.0% | 0.0% | 1192 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Keystone Financial Group, Inc. | History | No change | 305 | 21 | 0.01% | 0.01% | 1193 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 291 | 20 | 0.01% | 0.0% | 1195 | +260 | 838.71% | Q4 2025 | Jan 30, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 295 | 20 | 0.0% | 0.0% | 1194 | -236 | -44.44% | Q4 2025 | Feb 10, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 288 | 19 | 0.0% | 0.0% | 1196 | +7 | 2.49% | Q4 2025 | Jan 02, 2026 |
| Boreal Capital Management LLC | History | No change | 282 | 19 | 0.01% | 0.02% | 1197 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 261 | 18 | 0.0% | 0.0% | 1198 | -99 | -27.5% | Q4 2025 | Feb 17, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 267 | 18 | 0.0% | 0.01% | 1199 | -88 | -24.79% | Q4 2025 | Jan 12, 2026 |
| DecisionPoint Financial, LLC | History | New | 258 | 17 | 0.0% | — | 1201 | +258 | New | Q4 2025 | Jan 29, 2026 |
| Miller Capital Partners, Inc. | History | New | 252 | 17 | 0.01% | — | 1203 | +252 | New | Q4 2025 | Feb 17, 2026 |
| Pflug Koory, LLC | History | No change | 256 | 17 | 0.01% | 0.01% | 1200 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Whipplewood Advisors, LLC | History | No change | 249 | 17 | 0.01% | 0.01% | 1202 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Front Row Advisors LLC | History | No change | 238 | 16 | 0.01% | 0.01% | 1204 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tower View Wealth Management LLC | History | New | 220 | 15 | 0.01% | — | 1205 | +220 | New | Q4 2025 | Jan 23, 2026 |
| Triumph Capital Management | History | New | 202 | 14 | 0.0% | — | 1206 | +202 | New | Q4 2025 | Feb 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 208 | 14 | 0.0% | 0.0% | 1207 | +1 | 0.48% | Q4 2025 | Feb 09, 2026 |
| Y.D. More Investments Ltd | History | New | 200 | 13 | 0.0% | — | 1210 | +200 | New | Q4 2025 | Jan 21, 2026 |
| Networth Advisors, LLC | History | New | 200 | 13 | 0.01% | — | 1213 | +200 | New | Q4 2025 | Jan 22, 2026 |
| Ransom Advisory, Ltd | History | New | 189 | 13 | 0.01% | — | 1212 | +189 | New | Q4 2025 | Jan 06, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 176 | 13 | 0.01% | 0.01% | 1208 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 197 | 13 | 0.01% | 0.01% | 1209 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bell Investment Advisors, Inc | History | No change | 192 | 13 | 0.0% | 0.0% | 1211 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Sankala Group LLC | History | New | 163 | 12 | 0.01% | — | 1218 | +163 | New | Q4 2025 | Mar 02, 2026 |
| TSFG, LLC | History | Reduced | 173 | 12 | 0.0% | 0.0% | 1216 | -152 | -46.77% | Q4 2025 | Feb 04, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 180 | 12 | 0.0% | 0.0% | 1214 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 185 | 12 | 0.0% | 0.0% | 1215 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SITTNER & NELSON, LLC | History | No change | 167 | 12 | 0.0% | 0.0% | 1217 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pacifica Partners Inc. | History | No change | 160 | 11 | 0.0% | 0.0% | 1219 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Caldwell Trust Co | History | No change | 166 | 11 | 0.0% | 0.0% | 1220 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Truvestments Capital LLC | History | Reduced | 145 | 10 | 0.0% | 0.01% | 1223 | -400 | -73.39% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 154 | 10 | 0.0% | 0.0% | 1221 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Providence Capital Advisors, LLC | History | No change | 154 | 10 | 0.0% | 0.0% | 1222 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Creative Capital Management Investments LLC | History | No change | 148 | 10 | 0.0% | 0.0% | 1224 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 125 | 9 | 0.01% | 0.01% | 1225 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Inlight Wealth Management, LLC | History | New | 113 | 7 | 0.0% | — | 1226 | +113 | New | Q4 2025 | Jan 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 109 | 7 | 0.01% | — | 1228 | +109 | New | Q4 2025 | Feb 10, 2026 |
| Timmons Wealth Management, LLC | History | New | 106 | 7 | 0.01% | — | 1229 | +106 | New | Q4 2025 | Feb 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 105 | 7 | 0.0% | 0.0% | 1227 | +1 | 0.96% | Q4 2025 | Jan 23, 2026 |
| United Financial Planning Group LLC | History | Reduced | 90 | 6 | 0.0% | 0.03% | 1233 | -192 | -68.09% | Q4 2025 | Feb 11, 2026 |
| Elyxium Wealth, LLC | History | New | 99 | 6 | 0.0% | — | 1231 | +99 | New | Q4 2025 | Feb 05, 2026 |
| SIMPLEX TRADING, LLC | History | New | 90 | 6 | 0.0% | — | 1230 | +90 | New | Q4 2025 | Feb 11, 2026 |
| BankPlus Trust Department | History | No change | 94 | 6 | 0.0% | 0.0% | 1232 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Advocate Investing Services LLC | History | New | 75 | 5 | 0.0% | — | 1236 | +75 | New | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 83 | 5 | 0.0% | 0.0% | 1234 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Nemes Rush Group LLC | History | No change | 73 | 5 | 0.0% | 0.0% | 1235 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 68 | 4 | 0.0% | 0.0% | 1238 | -31 | -31.31% | Q4 2025 | Jan 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 61 | 4 | 0.0% | 0.0% | 1237 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 60 | 4 | 0.0% | 0.0% | 1239 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 51 | 3 | 0.0% | — | 1245 | +51 | New | Q4 2025 | Feb 19, 2026 |
| Meramec Financial Planners, LLC | History | New | 46 | 3 | 0.0% | — | 1244 | +46 | New | Q4 2025 | Feb 10, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 50 | 3 | 0.0% | 0.0% | 1243 | -31 | -38.27% | Q4 2025 | Feb 09, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 47 | 3 | 0.0% | 0.0% | 1242 | -1 | -2.08% | Q4 2025 | Jan 14, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 53 | 3 | 0.0% | 0.0% | 1240 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 55 | 3 | 0.0% | 0.0% | 1241 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Center for Financial Planning, Inc. | History | New | 41 | 2 | 0.0% | — | 1247 | +41 | New | Q4 2025 | Feb 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 37 | 2 | 0.0% | 0.0% | 1246 | -10 | -21.28% | Q4 2025 | Jan 14, 2026 |
| IMG Wealth Management, Inc. | History | No change | 39 | 2 | 0.0% | 0.0% | 1248 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Hurley Capital, LLC | History | New | 27 | 1 | 0.0% | — | 1250 | +27 | New | Q4 2025 | Feb 17, 2026 |
| Monetary Solutions, Ltd | History | New | 17 | 1 | 0.0% | — | 1256 | +17 | New | Q4 2025 | Feb 23, 2026 |
| Eukles Asset Management | History | No change | 22 | 1 | 0.0% | 0.0% | 1249 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 1251 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 1252 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 1253 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Dogwood Wealth Management LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 1254 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Aventura Private Wealth, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 1255 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -968,195 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 5.45% | — | -169,068 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.21% | — | -25,023 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -19,848 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,583 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,549 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Safeguard Investment Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -8,489 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,228 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,904 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,500 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NovaPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,272 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Arista Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,203 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,495 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,345 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,547 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Family Capital Trust Co | History | Closed out | 0 | 0 | — | 0.1% | — | -4,300 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BRIGHTON SECURITIES CORP. | History | Closed out | 0 | 0 | — | 0.14% | — | -4,094 | -100.0% | Q3 2025 | Mar 09, 2026 |
| Essex LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,957 | -100.0% | Q3 2025 | Oct 23, 2025 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,878 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -3,653 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,599 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MOLLER WEALTH PARTNERS | History | Closed out | 0 | 0 | — | 0.05% | — | -3,520 | -100.0% | Q3 2025 | Oct 06, 2025 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,306 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Straight Path Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -3,304 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Sterling Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -3,063 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Forthright Family Wealth Advisory LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -3,044 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Ironwood Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,998 | -100.0% | Q3 2025 | Nov 05, 2025 |
| EnRich Financial Partners LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,938 | -100.0% | Q3 2025 | Nov 06, 2025 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,380 | -100.0% | Q3 2025 | Nov 04, 2025 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -854 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Towne Trust Company, N.A | History | Closed out | 0 | 0 | — | 0.02% | — | -750 | -100.0% | Q3 2025 | Oct 08, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -525 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Advantage Trust Co | History | Closed out | 0 | 0 | — | 0.02% | — | -503 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -480 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -453 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -379 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -355 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rossmore Private Capital | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 30, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -245 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -186 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BIRCHBROOK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Your Advocates Ltd., LLP | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 02, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 06, 2026 |
| POM Investment Strategies, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 17, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 14, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Roble, Belko & Company, Inc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Bank of Jackson Hole Trust | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |