iSHARES TRUST - EFV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 52,878,367 | 3,776,044 | 1.12% | 1.18% | 1 | -7,590,805 | -12.55% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 19,536,098 | 1,395,072 | 0.38% | 0.41% | 2 | -1,195,299 | -5.77% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 17,034,406 | 1,216,426 | 0.06% | 0.05% | 3 | +1,601,260 | 10.38% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 14,206,660 | 1,014,521 | 1.19% | 1.13% | 4 | +210,510 | 1.5% | Q4 2025 | Jan 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 13,290,860 | 949,100 | 0.06% | 0.06% | 5 | -1,010,231 | -7.06% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 11,985,894 | 855,912 | 0.05% | 0.05% | 6 | +231,177 | 1.97% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 9,605,829 | 685,952 | 0.05% | 0.05% | 7 | -975,458 | -9.22% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 7,400,273 | 528,453 | 1.86% | 1.95% | 8 | -413,978 | -5.3% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 6,770,170 | 483,474 | 0.29% | 0.32% | 9 | -98,877 | -1.44% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,908,212 | 421,905 | 3.58% | 3.4% | 10 | -515,662 | -8.03% | Q4 2025 | Jan 05, 2026 |
| CWM, LLC | History | Reduced | 5,503,686 | 393,018 | 1.06% | 1.31% | 11 | -924,664 | -14.38% | Q4 2025 | Jan 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 5,084,208 | 362,998 | 0.08% | 0.1% | 12 | -1,129,941 | -18.18% | Q4 2025 | Feb 17, 2026 |
| Auto-Owners Insurance Co | History | Added to | 4,588,000 | 327,629 | 6.88% | 6.94% | 13 | +625,000 | 15.77% | Q4 2025 | Mar 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 4,500,632 | 321,390 | 0.1% | 0.1% | 14 | -341,152 | -7.05% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,480,940 | 319,983 | 0.78% | 0.81% | 15 | +22,903 | 0.51% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Reduced | 4,278,404 | 305,520 | 0.01% | 0.01% | 16 | -826,190 | -16.19% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 3,894,184 | 278,083 | 0.3% | 0.32% | 17 | -104,863 | -2.62% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,120,918 | 222,865 | 0.04% | — | 18 | +3,120,918 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,958,640 | 211,276 | 0.12% | 0.13% | 19 | -159,889 | -5.13% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 2,946,552 | 210,413 | 0.03% | 0.03% | 20 | +1,797 | 0.06% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 2,701,166 | 192,890 | 0.44% | 0.5% | 21 | -404,586 | -13.03% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 2,675,073 | 191,026 | 0.3% | 0.29% | 22 | -5,139 | -0.19% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,605,708 | 186,073 | 0.03% | 0.03% | 23 | +36,270 | 1.41% | Q4 2025 | Feb 13, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 2,561,235 | 182,897 | 3.02% | 2.95% | 24 | +90,996 | 3.68% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,434,640 | 173,857 | 0.05% | 0.04% | 25 | +462,103 | 23.43% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,394,007 | 170,956 | 0.03% | 0.03% | 26 | -195,059 | -7.53% | Q4 2025 | Feb 10, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 2,381,960 | 170,095 | 0.41% | 0.38% | 27 | +45,196 | 1.93% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 2,272,686 | 162,292 | 1.3% | 1.42% | 28 | -13,541 | -0.59% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,035,939 | 145,386 | 0.53% | 0.69% | 29 | -190,327 | -8.55% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,017,941 | 144,101 | 0.09% | 0.08% | 30 | +351,926 | 21.12% | Q4 2025 | Feb 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,928,740 | 137,731 | 2.45% | 2.54% | 31 | +57,509 | 3.07% | Q4 2025 | Jan 16, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,899,685 | 135,656 | 1.33% | 1.53% | 32 | -298,292 | -13.57% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Added to | 1,899,067 | 135,612 | 1.94% | 1.91% | 33 | +18,652 | 0.99% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,846,423 | 131,853 | 0.18% | 0.17% | 34 | -45,317 | -2.4% | Q4 2025 | Feb 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 1,805,445 | 128,926 | 1.69% | 2.05% | 35 | -270,309 | -13.02% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,736,536 | 124,006 | 0.68% | 0.54% | 36 | +132,836 | 8.28% | Q4 2025 | Jan 29, 2026 |
| JB Capital LLC | History | Reduced | 1,663,171 | 118,767 | 4.85% | 5.27% | 37 | -139,456 | -7.74% | Q4 2025 | Jan 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,530,782 | 109,313 | 0.15% | 0.12% | 38 | +190,546 | 14.22% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Wealth | History | Added to | 1,503,714 | 107,371 | 0.12% | 0.16% | 39 | +79,805 | 5.6% | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,494,583 | 106,728 | 1.23% | 1.37% | 40 | -244,451 | -14.06% | Q4 2025 | Jan 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,463,540 | 104,511 | 0.02% | 0.01% | 41 | +78,809 | 5.69% | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 1,412,071 | 101,217 | 0.08% | — | 42 | +1,412,071 | New | Q4 2025 | Feb 13, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 1,342,233 | 95,848 | 2.48% | 2.51% | 43 | -23,185 | -1.7% | Q4 2025 | Jan 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,311,439 | 93,649 | 1.89% | 1.86% | 44 | +23,619 | 1.83% | Q4 2025 | Feb 06, 2026 |
| M&T BANK CORP | History | Reduced | 1,288,135 | 91,985 | 0.3% | 0.3% | 45 | -37,951 | -2.86% | Q4 2025 | Jan 30, 2026 |
| Savant Capital, LLC | History | Reduced | 1,271,841 | 90,822 | 0.52% | 0.54% | 46 | -47,579 | -3.61% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,246,412 | 89,005 | 0.08% | 0.08% | 47 | -49,399 | -3.81% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,173,429 | 83,794 | 0.5% | 0.66% | 48 | -183,320 | -13.51% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,146,329 | 81,919 | 0.12% | 0.11% | 49 | -56,785 | -4.72% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,117,153 | 80,071 | 0.14% | 0.17% | 50 | -135,431 | -10.81% | Q4 2025 | Feb 05, 2026 |
| ASPIRIANT, LLC | History | Reduced | 1,090,928 | 77,903 | 2.24% | 2.32% | 51 | -26,415 | -2.36% | Q4 2025 | Jan 20, 2026 |
| SOFI WEALTH, LLC | History | Added to | 1,087,844 | 77,682 | 3.87% | 3.81% | 52 | +45,865 | 4.4% | Q4 2025 | Jan 30, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 1,071,936 | 76,546 | 0.13% | 0.02% | 53 | +939,424 | 708.94% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,066,702 | 76,173 | 0.01% | 0.01% | 54 | +410,839 | 62.64% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 1,050,739 | 75,033 | 0.43% | 0.45% | 55 | +10,167 | 0.98% | Q4 2025 | Jan 26, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 1,024,723 | 73,175 | 3.06% | 3.35% | 56 | -112,677 | -9.91% | Q4 2025 | Feb 11, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 919,400 | 65,654 | 6.34% | 6.21% | 57 | +15,290 | 1.69% | Q4 2025 | Feb 06, 2026 |
| Hackensack Meridian Health, Inc. | History | New | 895,000 | 63,911 | 5.83% | — | 58 | +895,000 | New | Q4 2025 | Feb 10, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 883,762 | 63,109 | 0.62% | 1.22% | 59 | -468,036 | -34.62% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 882,607 | 63,026 | 0.24% | — | 60 | +882,607 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 867,219 | 61,928 | 0.07% | 0.07% | 61 | +52,047 | 6.38% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 832,835 | 59,472 | 0.12% | 0.02% | 62 | +666,703 | 401.31% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 799,161 | 57,068 | 0.15% | 0.16% | 63 | -48,909 | -5.77% | Q4 2025 | Feb 05, 2026 |
| Angeles Investment Advisors, LLC | History | New | 795,500 | 56,806 | 3.79% | — | 64 | +795,500 | New | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 785,187 | 56,070 | 0.08% | 0.08% | 65 | +843 | 0.11% | Q4 2025 | Feb 10, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | Added to | 722,977 | 51,627 | 12.15% | 11.44% | 66 | +26,145 | 3.75% | Q4 2025 | Jan 08, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 721,094 | 51,493 | 3.54% | 3.84% | 67 | -58,769 | -7.54% | Q4 2025 | Feb 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 961,964 | 51,091 | 0.93% | 1.49% | 68 | -409,508 | -29.86% | Q4 2025 | Jan 07, 2026 |
| Atria Investments, Inc | History | Reduced | 707,982 | 50,557 | 0.57% | 0.59% | 69 | -48,350 | -6.39% | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 690,514 | 47,980 | 1.19% | 0.83% | 70 | +203,148 | 41.68% | Q4 2025 | Feb 09, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 660,825 | 47,189 | 3.51% | 3.7% | 71 | -59,330 | -8.24% | Q4 2025 | Jan 20, 2026 |
| Pacific Life Fund Advisors LLC | History | Added to | 641,242 | 45,791 | 4.72% | 4.02% | 72 | +63,057 | 10.91% | Q4 2025 | Jan 26, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 620,156 | 44,285 | 2.95% | 3.01% | 73 | -33,967 | -5.19% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 594,483 | 42,452 | 0.45% | 0.43% | 74 | +177,363 | 42.52% | Q4 2025 | Jan 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 579,012 | 41,347 | 0.29% | 0.31% | 75 | +39,591 | 7.34% | Q4 2025 | Feb 18, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 568,364 | 40,586 | 1.83% | 1.61% | 76 | +87,263 | 18.14% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 557,540 | 39,964 | 0.05% | 0.04% | 77 | +4,803 | 0.87% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 544,717 | 38,898 | 0.07% | 0.06% | 78 | +56,203 | 11.5% | Q4 2025 | Mar 16, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 542,046 | 38,707 | 3.7% | 3.5% | 79 | +22,767 | 4.38% | Q4 2025 | Jan 23, 2026 |
| UMB Bank, n.a. | History | Added to | 531,265 | 37,937 | 0.5% | 0.0% | 80 | +531,221 | 1207320.45% | Q4 2025 | Feb 13, 2026 |
| Townsend & Associates, Inc | History | Added to | 513,048 | 37,621 | 3.36% | 3.31% | 81 | +1,193 | 0.23% | Q4 2025 | Jan 26, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 521,893 | 37,268 | 1.36% | 2.09% | 82 | -131,963 | -20.18% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 515,158 | 36,787 | 0.0% | 0.01% | 83 | -109,745 | -17.56% | Q4 2025 | Mar 25, 2026 |
| EP Wealth Advisors, LLC | History | New | 512,232 | 36,578 | 0.19% | — | 84 | +512,232 | New | Q4 2025 | Feb 18, 2026 |
| Waverly Advisors, LLC | History | Reduced | 500,499 | 35,740 | 0.29% | 0.35% | 85 | -18,393 | -3.54% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 486,297 | 34,726 | 0.04% | 0.03% | 86 | +34,286 | 7.59% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 475,171 | 33,931 | 0.14% | 0.15% | 87 | +7,690 | 1.64% | Q4 2025 | Feb 13, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 469,119 | 33,499 | 7.44% | 1.54% | 88 | +370,194 | 374.22% | Q4 2025 | Jan 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 467,918 | 33,414 | 0.06% | 0.08% | 89 | -115,422 | -19.79% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 464,109 | 33,141 | 0.81% | 0.78% | 90 | +11,519 | 2.55% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 464,024 | 33,135 | 0.01% | 0.01% | 91 | +5,065 | 1.1% | Q4 2025 | Feb 11, 2026 |
| West Wealth Group, LLC | History | Added to | 457,719 | 32,685 | 6.78% | 6.55% | 92 | +29,243 | 6.82% | Q4 2025 | Jan 26, 2026 |
| Elgethun Capital Management | History | Added to | 454,996 | 32,491 | 5.61% | 5.23% | 93 | +32,916 | 7.8% | Q4 2025 | Feb 10, 2026 |
| Ascent Group, LLC | History | Reduced | 437,017 | 31,207 | 1.07% | 1.18% | 94 | -55,017 | -11.18% | Q4 2025 | Jan 20, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 431,644 | 30,823 | 0.75% | 0.85% | 95 | -79,318 | -15.52% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 420,835 | 30,051 | 0.05% | 0.05% | 96 | -150 | -0.04% | Q4 2025 | Jan 15, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 417,539 | 29,816 | 3.79% | 4.13% | 97 | -56,574 | -11.93% | Q4 2025 | Jan 13, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 415,147 | 29,645 | 4.1% | 4.12% | 98 | +21,528 | 5.47% | Q4 2025 | Jan 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 407,562 | 29,104 | 0.36% | 0.23% | 99 | +111,963 | 37.88% | Q4 2025 | Feb 11, 2026 |
| MA Private Wealth | History | Reduced | 398,430 | 28,451 | 4.75% | 4.58% | 100 | -3,147 | -0.78% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 394,914 | 28,200 | 0.01% | 0.01% | 101 | +69,419 | 21.33% | Q4 2025 | Feb 12, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 389,941 | 27,845 | 4.32% | 5.2% | 102 | -65,146 | -14.32% | Q4 2025 | Jan 21, 2026 |
| Lido Advisors, LLC | History | Added to | 389,839 | 27,784 | 0.08% | 0.0% | 103 | +374,670 | 2469.97% | Q4 2025 | Feb 10, 2026 |
| Covenant Partners, LLC | History | Added to | 380,699 | 27,185 | 7.95% | 7.27% | 104 | +2,839 | 0.75% | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 380,048 | 27,139 | 0.2% | 0.2% | 105 | -532 | -0.14% | Q4 2025 | Feb 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 377,283 | 26,941 | 0.85% | 0.84% | 106 | -1,199 | -0.32% | Q4 2025 | Jan 30, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 364,453 | 26,025 | 0.85% | 0.95% | 107 | -56,833 | -13.49% | Q4 2025 | Jan 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 360,104 | 25,715 | 0.52% | 0.43% | 108 | +83,596 | 30.23% | Q4 2025 | Feb 03, 2026 |
| Valence8 US LP | History | Added to | 359,673 | 25,684 | 7.61% | 8.23% | 109 | +5,798 | 1.64% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 346,209 | 25,065 | 0.03% | 0.03% | 110 | +31,950 | 10.17% | Q4 2025 | Jan 08, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 349,440 | 24,953 | 2.39% | 1.67% | 111 | +84,231 | 31.76% | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 347,857 | 24,840 | 0.44% | 0.5% | 112 | -16,901 | -4.63% | Q4 2025 | Jan 16, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 341,264 | 24,373 | 3.68% | 3.82% | 113 | -27,949 | -7.57% | Q4 2025 | Jan 27, 2026 |
| BOKF, NA | History | Added to | 332,028 | 23,710 | 0.36% | 0.32% | 114 | +13,609 | 4.27% | Q4 2025 | Feb 03, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 330,083 | 23,571 | 1.43% | 1.42% | 115 | -3,961 | -1.19% | Q4 2025 | Feb 13, 2026 |
| EQ LLC | History | Added to | 329,964 | 23,562 | 6.79% | 4.77% | 116 | +122,892 | 59.35% | Q4 2025 | Feb 10, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 329,908 | 23,558 | 6.16% | 7.15% | 117 | -61,828 | -15.78% | Q4 2025 | Jan 27, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 325,741 | 23,261 | 1.37% | 1.17% | 118 | -68,758 | -17.43% | Q4 2025 | Jan 30, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 324,859 | 23,198 | 15.69% | 15.85% | 119 | -1,312 | -0.4% | Q4 2025 | Feb 10, 2026 |
| High Falls Advisors, Inc | History | Reduced | 321,564 | 22,962 | 4.65% | 5.24% | 120 | -53,824 | -14.34% | Q4 2025 | Feb 18, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 319,736 | 22,832 | 5.05% | 4.93% | 121 | +373 | 0.12% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 319,604 | 22,822 | 0.03% | 0.03% | 122 | +56,108 | 21.29% | Q4 2025 | Feb 18, 2026 |
| World Investment Advisors | History | Added to | 316,646 | 22,611 | 0.37% | 0.07% | 123 | +263,000 | 490.25% | Q4 2025 | Mar 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 304,038 | 21,711 | 0.01% | 0.01% | 124 | +12,476 | 4.28% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 299,946 | 21,419 | 0.27% | 0.25% | 125 | +12,543 | 4.36% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Added to | 295,785 | 21,144 | 0.11% | 0.12% | 126 | +25,046 | 9.25% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 295,883 | 21,129 | 0.1% | 0.09% | 127 | +14,725 | 5.24% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Services | History | Reduced | 294,919 | 21,060 | 6.36% | 7.38% | 128 | -56,133 | -15.99% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 293,054 | 20,926 | 0.25% | 0.2% | 129 | -40,780 | -12.22% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 288,048 | 20,569 | 0.68% | 0.77% | 130 | -38,487 | -11.79% | Q4 2025 | Feb 06, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 287,528 | 20,532 | 2.51% | 2.53% | 131 | -9,279 | -3.13% | Q4 2025 | Feb 02, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 285,095 | 20,358 | 0.06% | 0.06% | 132 | -8,515 | -2.9% | Q4 2025 | Feb 02, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 282,299 | 20,159 | 13.4% | 12.91% | 133 | +9,308 | 3.41% | Q4 2025 | Jan 08, 2026 |
| Stonebrook Private Inc. | History | Added to | 278,532 | 19,889 | 4.16% | 3.94% | 134 | +9,577 | 3.56% | Q4 2025 | Feb 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 276,899 | 19,773 | 1.44% | 1.55% | 135 | -27,182 | -8.94% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 276,641 | 19,754 | 0.48% | 0.43% | 136 | +31,181 | 12.7% | Q4 2025 | Jan 29, 2026 |
| PAX Financial Group, LLC | History | Reduced | 276,503 | 19,745 | 3.4% | 3.43% | 137 | -4,165 | -1.48% | Q4 2025 | Feb 05, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 271,956 | 19,420 | 0.99% | 0.98% | 138 | -5,410 | -1.95% | Q4 2025 | Jan 27, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 269,685 | 19,258 | 1.24% | 1.25% | 139 | -2,237 | -0.82% | Q4 2025 | Feb 18, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 269,374 | 19,235 | 2.68% | 2.75% | 140 | -15,500 | -5.44% | Q4 2025 | Jan 29, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 266,023 | 18,996 | 1.86% | 2.05% | 141 | -27,972 | -9.51% | Q4 2025 | Feb 13, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 258,023 | 18,425 | 3.47% | 3.31% | 142 | +9,341 | 3.76% | Q4 2025 | Feb 02, 2026 |
| Plancorp, LLC | History | Added to | 254,002 | 18,138 | 0.55% | 0.54% | 143 | +1,515 | 0.6% | Q4 2025 | Feb 05, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 249,330 | 17,804 | 1.05% | 1.0% | 144 | -2,839 | -1.13% | Q4 2025 | Jan 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 246,685 | 17,615 | 0.14% | 0.13% | 145 | +8,460 | 3.55% | Q4 2025 | Feb 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 245,885 | 17,558 | 0.16% | 0.16% | 146 | -12,935 | -5.0% | Q4 2025 | Jan 21, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 243,810 | 17,410 | 2.41% | 2.82% | 147 | -9,674 | -3.82% | Q4 2025 | Jan 14, 2026 |
| Trek Financial, LLC | History | Reduced | 242,558 | 17,321 | 1.0% | 1.03% | 148 | -13,832 | -5.39% | Q4 2025 | Feb 04, 2026 |
| Global Retirement Partners, LLC | History | Added to | 241,613 | 17,253 | 0.31% | 0.27% | 149 | +62,095 | 34.59% | Q4 2025 | Feb 06, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 238,902 | 17,059 | 2.11% | 1.89% | 150 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Keebeck Wealth Management | History | Reduced | 238,679 | 17,044 | 1.97% | 1.97% | 151 | -6,557 | -2.67% | Q4 2025 | Feb 17, 2026 |
| Accredited Investors Inc. | History | Reduced | 238,444 | 17,027 | 0.9% | 0.92% | 152 | -4,504 | -1.85% | Q4 2025 | Feb 05, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 238,239 | 17,012 | 0.44% | 0.49% | 153 | +1,467 | 0.62% | Q4 2025 | Feb 02, 2026 |
| Summit Trail Advisors, LLC | History | No change | 238,137 | 17,005 | 0.29% | 0.22% | 154 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 237,662 | 16,971 | 5.23% | 5.21% | 155 | -1,449 | -0.61% | Q4 2025 | Jan 30, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 232,155 | 16,578 | 4.5% | 4.4% | 156 | -5,570 | -2.34% | Q4 2025 | Feb 05, 2026 |
| hemming& Wealth Management, Inc. | History | New | 231,867 | 16,557 | 11.33% | — | 157 | +231,867 | New | Q4 2025 | Mar 03, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 231,096 | 16,502 | 2.27% | 2.19% | 158 | -3,559 | -1.52% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 226,998 | 16,209 | 0.02% | — | 159 | +226,998 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 223,545 | 15,963 | 0.06% | 0.06% | 160 | +6,580 | 3.03% | Q4 2025 | Jan 29, 2026 |
| HighMark Wealth Management LLC | History | Added to | 223,010 | 15,925 | 6.49% | 6.65% | 161 | +769 | 0.35% | Q4 2025 | Feb 05, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 222,026 | 15,854 | 0.41% | 0.39% | 162 | +2,544 | 1.16% | Q4 2025 | Feb 06, 2026 |
| Yeomans Consulting Group, Inc. | History | New | 220,550 | 15,749 | 4.61% | — | 163 | +220,550 | New | Q4 2025 | Jan 07, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 220,476 | 15,744 | 1.5% | 1.95% | 164 | -2,593 | -1.16% | Q4 2025 | Jan 22, 2026 |
| Corient Private Wealth LLC | History | Added to | 222,027 | 15,625 | 0.02% | 0.02% | 165 | +20,230 | 10.02% | Q4 2025 | Mar 09, 2026 |
| Creative Planning | History | Added to | 217,995 | 15,566 | 0.01% | 0.01% | 166 | +4,635 | 2.17% | Q4 2025 | Feb 17, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 217,890 | 15,559 | 0.17% | 0.17% | 167 | -13,742 | -5.93% | Q4 2025 | Feb 13, 2026 |
| SWMG, LLC | History | Reduced | 197,137 | 15,345 | 4.26% | 4.32% | 168 | -11,784 | -5.64% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 211,142 | 15,077 | 0.08% | 0.09% | 169 | -14,208 | -6.3% | Q4 2025 | Feb 12, 2026 |
| Apeiron RIA LLC | History | Reduced | 199,831 | 15,048 | 3.05% | 3.31% | 170 | -18,949 | -8.66% | Q4 2025 | Feb 03, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 207,729 | 14,833 | 4.58% | 3.46% | 171 | +124,374 | 149.21% | Q4 2025 | Feb 06, 2026 |
| Legacy Financial Group LLC | History | Reduced | 190,504 | 14,741 | 1.82% | 1.91% | 172 | -24,202 | -11.27% | Q4 2025 | Feb 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 206,159 | 14,721 | 0.08% | 0.09% | 173 | -13,107 | -5.98% | Q4 2025 | Feb 03, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 204,577 | 14,608 | 1.98% | 1.98% | 174 | +5,598 | 2.81% | Q4 2025 | Jan 14, 2026 |
| Elevated Financial Group LLC | History | New | 204,133 | 14,577 | 5.04% | — | 175 | +204,133 | New | Q4 2025 | Jan 29, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 203,560 | 14,536 | 4.38% | 4.81% | 176 | -30,205 | -12.92% | Q4 2025 | Jan 12, 2026 |
| Maia Wealth LLC | History | Reduced | 182,123 | 14,365 | 2.45% | 2.5% | 177 | -30,471 | -14.33% | Q4 2025 | Feb 17, 2026 |
| Kelly Financial Services LLC | History | Reduced | 198,697 | 14,188 | 3.56% | 3.82% | 178 | -18,629 | -8.57% | Q4 2025 | Jan 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 198,345 | 14,163 | 0.11% | 0.1% | 179 | +20,786 | 11.71% | Q4 2025 | Feb 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 196,879 | 14,059 | 0.84% | 0.83% | 180 | +8,257 | 4.38% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 193,680 | 13,830 | 0.1% | 0.1% | 181 | +447 | 0.23% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Reduced | 189,793 | 13,553 | 0.98% | 1.08% | 182 | -628 | -0.33% | Q4 2025 | Jan 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 189,143 | 13,506 | 0.15% | 0.18% | 183 | -46,036 | -19.57% | Q4 2025 | Jan 16, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 187,462 | 13,386 | 0.31% | 0.3% | 184 | +3,958 | 2.16% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 187,252 | 13,371 | 0.23% | 0.24% | 185 | -8,815 | -4.5% | Q4 2025 | Jan 22, 2026 |
| Brookstone Capital Management | History | Reduced | 186,541 | 13,320 | 0.15% | 0.16% | 186 | -16,677 | -8.21% | Q4 2025 | Jan 15, 2026 |
| Integrated Capital Management, LLC | History | Added to | 181,203 | 12,939 | 5.56% | 5.21% | 187 | +9,825 | 5.73% | Q4 2025 | Jan 26, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 181,108 | 12,932 | 3.88% | 4.46% | 188 | -26,834 | -12.9% | Q4 2025 | Jan 23, 2026 |
| CSM Advisors, LLC | History | Added to | 181,057 | 12,929 | 0.35% | 0.27% | 189 | +37,786 | 26.37% | Q4 2025 | Feb 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 180,907 | 12,918 | 0.61% | 0.2% | 190 | +125,664 | 227.47% | Q4 2025 | Jan 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 179,104 | 12,789 | 0.03% | 0.03% | 191 | +9,587 | 5.66% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | Reduced | 176,612 | 12,611 | 1.21% | 3.8% | 192 | -80,245 | -31.24% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 176,389 | 12,595 | 0.44% | 0.42% | 193 | +731 | 0.42% | Q4 2025 | Jan 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 176,278 | 12,588 | 1.31% | 1.34% | 194 | +7,160 | 4.23% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 175,798 | 12,553 | 0.01% | 0.0% | 195 | +21,208 | 13.72% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Added to | 175,629 | 12,541 | 0.26% | 0.2% | 196 | +25,656 | 17.11% | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | Reduced | 175,204 | 12,511 | 5.52% | 7.03% | 197 | -44,522 | -20.26% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 173,705 | 12,404 | 0.36% | — | 198 | +173,705 | New | Q4 2025 | Feb 13, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 173,538 | 12,392 | 4.1% | 4.61% | 199 | -26,276 | -13.15% | Q4 2025 | Jan 22, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 171,880 | 12,273 | 0.76% | 0.75% | 200 | +376 | 0.22% | Q4 2025 | Feb 17, 2026 |
| Able Wealth Management LLC | History | Added to | 171,171 | 12,223 | 3.87% | 3.53% | 201 | +32,550 | 23.48% | Q4 2025 | Jan 27, 2026 |
| Advisory Services Network, LLC | History | Reduced | 170,621 | 12,184 | 0.17% | 0.18% | 202 | -11,634 | -6.38% | Q4 2025 | Feb 17, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 169,462 | 12,101 | 0.89% | 0.77% | 203 | +17,686 | 11.65% | Q4 2025 | Feb 06, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 168,378 | 12,023 | 1.47% | 1.41% | 204 | -4,624 | -2.67% | Q4 2025 | Jan 27, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 167,720 | 11,976 | 0.31% | 0.3% | 205 | +7,669 | 4.79% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Reduced | 165,107 | 11,790 | 1.3% | 1.42% | 206 | -19,646 | -10.63% | Q4 2025 | Feb 03, 2026 |
| L2 Asset Management, LLC | History | Added to | 163,742 | 11,692 | 1.56% | 1.1% | 207 | +51,630 | 46.05% | Q4 2025 | Feb 17, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 162,122 | 11,577 | 2.2% | 2.83% | 208 | -51,569 | -24.13% | Q4 2025 | Feb 12, 2026 |
| Invst, LLC | History | Reduced | 162,134 | 11,577 | 1.26% | 1.6% | 209 | -45,014 | -21.73% | Q4 2025 | Feb 11, 2026 |
| Simplicity Wealth,LLC | History | Added to | 159,611 | 11,397 | 0.68% | 0.58% | 210 | +12,866 | 8.77% | Q4 2025 | Jan 30, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 159,204 | 11,368 | 2.97% | 3.11% | 211 | -10,380 | -6.12% | Q4 2025 | Feb 02, 2026 |
| BIP Wealth, LLC | History | Added to | 158,554 | 11,322 | 0.4% | 0.52% | 212 | +2,278 | 1.46% | Q4 2025 | Jan 21, 2026 |
| Security Financial Services, INC. | History | Reduced | 152,022 | 10,855 | 1.7% | 2.09% | 213 | -38,155 | -20.06% | Q4 2025 | Jan 27, 2026 |
| Cerity Partners LLC | History | Reduced | 150,573 | 10,752 | 0.02% | 0.02% | 214 | -6,772 | -4.3% | Q4 2025 | Feb 11, 2026 |
| Sovran Advisors, LLC | History | Reduced | 145,539 | 10,672 | 0.91% | 1.03% | 215 | -24,069 | -14.19% | Q4 2025 | Jan 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 147,933 | 10,563 | 0.16% | 0.13% | 216 | +28,722 | 24.09% | Q4 2025 | Feb 12, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 147,906 | 10,561 | 6.64% | 6.05% | 217 | +2,745 | 1.89% | Q4 2025 | Feb 23, 2026 |
| Shum Financial Group, Inc. | History | Added to | 147,386 | 10,524 | 7.58% | 7.19% | 218 | +5,326 | 3.75% | Q4 2025 | Jan 15, 2026 |
| Ball & Co Wealth Management Inc. | History | Added to | 146,628 | 10,470 | 6.74% | 1.33% | 219 | +117,241 | 398.96% | Q4 2025 | Jan 23, 2026 |
| McLean Asset Management Corp | History | Reduced | 141,977 | 10,423 | 1.87% | 2.03% | 220 | -2,049 | -1.42% | Q4 2025 | Jan 16, 2026 |
| Prospera Financial Services Inc | History | Added to | 145,679 | 10,403 | 0.17% | 0.12% | 221 | +42,336 | 40.97% | Q4 2025 | Feb 09, 2026 |
| LifeWealth Investments, LLC | History | Added to | 144,065 | 10,287 | 3.26% | 3.02% | 222 | +8,963 | 6.63% | Q4 2025 | Jan 26, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 143,955 | 10,280 | 2.88% | 2.7% | 223 | +3,131 | 2.22% | Q4 2025 | Feb 02, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 143,504 | 10,247 | 4.04% | 2.67% | 224 | +5,198 | 3.76% | Q4 2025 | Feb 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 143,305 | 10,233 | 0.63% | 0.61% | 225 | -591 | -0.41% | Q4 2025 | Feb 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 139,920 | 10,172 | 0.47% | 0.02% | 226 | +134,961 | 2721.54% | Q4 2025 | Feb 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 140,035 | 9,999 | 0.11% | 0.1% | 227 | +58,131 | 70.97% | Q4 2025 | Jan 29, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 139,344 | 9,950 | 0.74% | 0.71% | 228 | +22,254 | 19.01% | Q4 2025 | Jan 28, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 139,208 | 9,941 | 0.28% | 0.45% | 229 | +32,970 | 31.03% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 138,772 | 9,909 | 0.19% | 0.18% | 230 | +8,231 | 6.31% | Q4 2025 | Jan 14, 2026 |
| COMMERCE BANK | History | Reduced | 138,425 | 9,884 | 0.05% | 0.05% | 231 | -1,923 | -1.37% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 138,220 | 9,870 | 0.04% | — | 232 | +138,220 | New | Q4 2025 | Feb 05, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 134,841 | 9,624 | 1.24% | 1.2% | 233 | +9,057 | 7.2% | Q4 2025 | Feb 04, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 134,193 | 9,582 | 0.4% | 0.37% | 234 | +840 | 0.63% | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 133,951 | 9,565 | 0.6% | 0.56% | 235 | +11,825 | 9.68% | Q4 2025 | Feb 06, 2026 |
| Modern Wealth Management, LLC | History | Added to | 131,883 | 9,417 | 0.17% | 0.13% | 236 | +34,473 | 35.39% | Q4 2025 | Feb 17, 2026 |
| M1 Capital Management LLC | History | Reduced | 131,720 | 9,406 | 3.93% | 3.98% | 237 | -4,254 | -3.13% | Q4 2025 | Feb 13, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 131,090 | 9,361 | 2.93% | 2.94% | 238 | +165 | 0.13% | Q4 2025 | Jan 12, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 130,357 | 9,308 | 0.35% | 0.33% | 239 | +930 | 0.72% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 129,253 | 9,229 | 0.0% | 0.0% | 240 | +3,562 | 2.83% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 124,182 | 8,901 | 0.11% | 0.12% | 241 | -10,590 | -7.86% | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | History | Added to | 123,689 | 8,832 | 0.3% | 0.28% | 242 | +580 | 0.47% | Q4 2025 | Jan 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 123,503 | 8,819 | 0.31% | 0.29% | 243 | +6,652 | 5.69% | Q4 2025 | Jan 13, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 123,455 | 8,815 | 1.23% | 1.67% | 244 | -44,464 | -26.48% | Q4 2025 | Jan 06, 2026 |
| Apella Capital, LLC | History | Reduced | 122,155 | 8,723 | 0.17% | 0.2% | 245 | -10,070 | -7.62% | Q4 2025 | Jan 21, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 121,516 | 8,677 | 0.3% | 0.04% | 246 | +105,134 | 641.77% | Q4 2025 | Jan 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 120,247 | 8,586 | 1.04% | 1.1% | 247 | -8,420 | -6.54% | Q4 2025 | Jan 13, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 118,268 | 8,445 | 0.25% | 0.26% | 248 | -8,067 | -6.39% | Q4 2025 | Jan 16, 2026 |
| Callan Family Office, LLC | History | Added to | 117,982 | 8,425 | 0.18% | 0.23% | 249 | +13,063 | 12.45% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 116,748 | 8,337 | 0.25% | 0.28% | 250 | -22,844 | -16.36% | Q4 2025 | Feb 11, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 114,855 | 8,201 | 2.63% | 2.45% | 251 | +8,024 | 7.51% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 114,832 | 8,200 | 0.04% | — | 252 | +114,832 | New | Q4 2025 | Feb 17, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 114,755 | 8,194 | 1.44% | 1.39% | 253 | +1,719 | 1.52% | Q4 2025 | Jan 15, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 114,370 | 8,167 | 6.97% | — | 254 | +114,370 | New | Q4 2025 | Feb 13, 2026 |
| 1ST SOURCE BANK | History | Reduced | 114,319 | 8,163 | 0.43% | 0.43% | 255 | -6,610 | -5.47% | Q4 2025 | Feb 05, 2026 |
| Capital Advantage, Inc. | History | Added to | 113,882 | 8,132 | 1.1% | 1.15% | 256 | +803 | 0.71% | Q4 2025 | Jan 07, 2026 |
| North Star Investment Management Corp. | History | Added to | 113,454 | 8,101 | 0.51% | 0.49% | 257 | +1,740 | 1.56% | Q4 2025 | Jan 30, 2026 |
| Hobbs Wealth Management, LLC | History | Reduced | 112,653 | 8,044 | 7.83% | 6.64% | 258 | -3,998 | -3.43% | Q4 2025 | Jan 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 101,982 | 8,018 | 2.34% | 2.28% | 259 | +3,667 | 3.73% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 111,549 | 7,965 | 0.15% | 0.13% | 260 | +29,769 | 36.4% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 108,065 | 7,716 | 0.33% | 0.24% | 261 | +2,108 | 1.99% | Q4 2025 | Feb 17, 2026 |
| Lansing Street Advisors | History | Added to | 107,388 | 7,668 | 1.96% | 1.88% | 262 | +2,849 | 2.73% | Q4 2025 | Jan 26, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 106,639 | 7,615 | 3.92% | 4.57% | 263 | -12,761 | -10.69% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 106,429 | 7,600 | 0.0% | 0.0% | 264 | +57,290 | 116.59% | Q4 2025 | Feb 02, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 106,413 | 7,598 | 0.51% | 0.52% | 265 | -1,461 | -1.35% | Q4 2025 | Jan 13, 2026 |
| COURIER CAPITAL LLC | History | Added to | 105,098 | 7,505 | 0.42% | 0.41% | 266 | +318 | 0.3% | Q4 2025 | Jan 29, 2026 |
| SOL Capital Management CO | History | Added to | 104,712 | 7,477 | 0.67% | 0.63% | 267 | +1,290 | 1.25% | Q4 2025 | Jan 30, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 104,675 | 7,474 | 1.23% | 1.36% | 268 | -5,260 | -4.78% | Q4 2025 | Jan 26, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 103,527 | 7,392 | 2.25% | 2.16% | 269 | +6,201 | 6.37% | Q4 2025 | Jan 26, 2026 |
| Sterling Capital Management LLC | History | Reduced | 101,822 | 7,271 | 0.12% | 0.13% | 270 | -32,961 | -24.45% | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 100,800 | 7,198 | 0.8% | — | 271 | +100,800 | New | Q4 2025 | Feb 13, 2026 |
| True Vision MN LLC | History | Reduced | 99,945 | 7,137 | 3.63% | 4.07% | 272 | -15,267 | -13.25% | Q4 2025 | Jan 14, 2026 |
| Mosley Wealth Management | History | New | 104,404 | 7,123 | 3.26% | — | 273 | +104,404 | New | Q4 2025 | Feb 12, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 99,501 | 7,105 | 5.6% | — | 274 | +99,501 | New | Q4 2025 | Feb 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 98,908 | 7,063 | 0.15% | 0.07% | 275 | +50,191 | 103.03% | Q4 2025 | Feb 05, 2026 |
| Daviman Financial, LLC | History | New | 98,886 | 7,061 | 4.14% | — | 276 | +98,886 | New | Q4 2025 | Feb 06, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 98,258 | 7,016 | 2.33% | 2.28% | 277 | +3,955 | 4.19% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 98,030 | 7,000 | 0.08% | 0.07% | 278 | +15,535 | 18.83% | Q4 2025 | Jan 20, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 97,745 | 6,979 | 0.37% | 0.34% | 279 | +3,608 | 3.83% | Q4 2025 | Feb 11, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 97,317 | 6,949 | 1.99% | 2.57% | 280 | -25,207 | -20.57% | Q4 2025 | Feb 11, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 97,287 | 6,947 | 2.5% | 2.79% | 281 | -14,162 | -12.71% | Q4 2025 | Feb 10, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 97,078 | 6,932 | 0.8% | 0.18% | 282 | +81,885 | 538.97% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Reduced | 96,916 | 6,920 | 0.12% | 0.12% | 283 | -1,033 | -1.05% | Q4 2025 | Feb 17, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 92,942 | 6,902 | 2.79% | 2.88% | 284 | -6,853 | -6.87% | Q4 2025 | Feb 11, 2026 |
| Gotham Asset Management, LLC | History | Added to | 96,240 | 6,872 | 0.03% | 0.03% | 285 | +7,511 | 8.47% | Q4 2025 | Feb 17, 2026 |
| Scissortail Wealth Management, LLC | History | Reduced | 96,226 | 6,871 | 1.57% | 1.43% | 286 | -374 | -0.39% | Q4 2025 | Jan 29, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 96,063 | 6,859 | 0.19% | 0.2% | 287 | -6,502 | -6.34% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 95,300 | 6,805 | 0.05% | — | 288 | +95,300 | New | Q4 2025 | Feb 18, 2026 |
| Montecito Bank & Trust | History | Added to | 94,039 | 6,715 | 1.07% | 0.98% | 289 | +1,055 | 1.13% | Q4 2025 | Jan 09, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 92,794 | 6,626 | 4.47% | 4.7% | 290 | -1,923 | -2.03% | Q4 2025 | Feb 17, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 91,979 | 6,568 | 3.28% | 3.03% | 291 | +6,312 | 7.37% | Q4 2025 | Feb 11, 2026 |
| Polaris Investment Advisors, LLC | History | New | 91,514 | 6,535 | 4.72% | — | 293 | +91,514 | New | Q4 2025 | Jan 15, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 91,516 | 6,535 | 2.78% | 3.07% | 292 | -9,477 | -9.38% | Q4 2025 | Feb 18, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 91,041 | 6,501 | 3.11% | 0.21% | 294 | +84,618 | 1317.42% | Q4 2025 | Jan 29, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 88,958 | 6,352 | 1.68% | 2.34% | 295 | -27,126 | -23.37% | Q4 2025 | Jan 12, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 88,790 | 6,340 | 1.34% | 1.29% | 296 | +2,104 | 2.43% | Q4 2025 | Jan 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 88,425 | 6,314 | 0.04% | 0.04% | 297 | +13,726 | 18.38% | Q4 2025 | Feb 17, 2026 |
| Lantz Financial LLC | History | Reduced | 87,595 | 6,255 | 1.32% | 1.38% | 298 | -4,073 | -4.44% | Q4 2025 | Jan 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 86,545 | 6,180 | 0.01% | 0.01% | 299 | -34,166 | -28.3% | Q4 2025 | Feb 12, 2026 |
| Csenge Advisory Group | History | Reduced | 85,654 | 6,116 | 0.28% | 0.29% | 300 | -4,056 | -4.52% | Q4 2025 | Feb 06, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 85,342 | 6,094 | 0.47% | 0.53% | 301 | -15,178 | -15.1% | Q4 2025 | Feb 10, 2026 |
| Clifford Group, LLC | History | Added to | 84,957 | 6,066 | 4.68% | 4.47% | 302 | +373 | 0.44% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 84,013 | 5,999 | 0.13% | 0.13% | 303 | +8 | 0.01% | Q4 2025 | Feb 02, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 83,013 | 5,927 | 1.59% | 1.59% | 304 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 79,666 | 5,916 | 5.15% | — | 305 | +79,666 | New | Q4 2025 | Feb 11, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 82,248 | 5,873 | 2.2% | 2.42% | 306 | -8,469 | -9.34% | Q4 2025 | Jan 08, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 82,044 | 5,858 | 1.14% | 1.29% | 307 | -7,398 | -8.27% | Q4 2025 | Feb 04, 2026 |
| Noble Family Wealth, LLC | History | Added to | 80,205 | 5,727 | 1.21% | 1.13% | 308 | +4,684 | 6.2% | Q4 2025 | Jan 07, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 79,956 | 5,709 | 0.43% | 0.34% | 309 | +14,443 | 22.05% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 79,710 | 5,692 | 0.06% | 0.06% | 310 | -4,545 | -5.39% | Q4 2025 | Feb 13, 2026 |
| Wealth Architects, LLC | History | Reduced | 79,407 | 5,670 | 0.51% | 0.51% | 311 | -980 | -1.22% | Q4 2025 | Feb 17, 2026 |
| ROCKLAND TRUST CO | History | Added to | 79,208 | 5,656 | 0.22% | 0.22% | 312 | +1,618 | 2.09% | Q4 2025 | Jan 15, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 76,767 | 5,598 | 3.75% | 3.8% | 313 | +373 | 0.49% | Q4 2025 | Jan 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 78,093 | 5,576 | 0.15% | 0.14% | 314 | -1,009 | -1.28% | Q4 2025 | Jan 23, 2026 |
| United Asset Strategies, Inc. | History | Added to | 78,063 | 5,574 | 0.43% | 0.42% | 315 | +1,525 | 1.99% | Q4 2025 | Jan 28, 2026 |
| PFG Advisors | History | Reduced | 77,534 | 5,536 | 0.27% | 0.27% | 316 | -19,846 | -20.38% | Q4 2025 | Jan 27, 2026 |
| 5T Wealth, LLC | History | Reduced | 77,352 | 5,522 | 2.21% | 2.46% | 317 | -6,015 | -7.22% | Q4 2025 | Jan 27, 2026 |
| Gilbert Capital Group, Inc. | History | New | 77,216 | 5,513 | 4.14% | — | 318 | +77,216 | New | Q4 2025 | Jan 23, 2026 |
| Symmetry Partners, LLC | History | Reduced | 76,589 | 5,469 | 0.32% | 0.99% | 319 | -57,641 | -42.94% | Q4 2025 | Jan 27, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 75,742 | 5,408 | 1.83% | 1.87% | 320 | -1,253 | -1.63% | Q4 2025 | Jan 20, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 75,580 | 5,397 | 0.39% | 0.4% | 321 | -4,228 | -5.3% | Q4 2025 | Feb 11, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 75,589 | 5,397 | 3.69% | 3.81% | 322 | -1,771 | -2.29% | Q4 2025 | Jan 27, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 75,368 | 5,382 | 0.61% | 0.64% | 323 | -2,539 | -3.26% | Q4 2025 | Jan 09, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 75,309 | 5,377 | 0.13% | 0.12% | 324 | +5,604 | 8.04% | Q4 2025 | Jan 28, 2026 |
| Quadrature Capital Ltd | History | New | 74,866 | 5,346 | 0.05% | — | 325 | +74,866 | New | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 74,094 | 5,291 | 0.33% | 0.36% | 326 | -324 | -0.44% | Q4 2025 | Feb 11, 2026 |
| Riverwater Partners LLC | History | No change | 72,288 | 5,162 | 2.0% | 2.03% | 327 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 72,233 | 5,158 | 0.12% | 0.14% | 328 | -6,453 | -8.2% | Q4 2025 | Feb 06, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 72,164 | 5,153 | 1.87% | 1.63% | 329 | +17,005 | 30.83% | Q4 2025 | Jan 08, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 69,764 | 5,124 | 0.16% | 0.19% | 330 | -12,878 | -15.58% | Q4 2025 | Jan 23, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 71,302 | 5,091 | 3.14% | 3.4% | 331 | -8,287 | -10.41% | Q4 2025 | Jan 14, 2026 |
| Zhang Financial LLC | History | Added to | 70,262 | 5,017 | 0.19% | 0.19% | 332 | +301 | 0.43% | Q4 2025 | Feb 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 70,189 | 5,012 | 0.55% | 0.53% | 333 | +1,527 | 2.22% | Q4 2025 | Feb 18, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 68,662 | 4,903 | 0.97% | 0.92% | 334 | +1,091 | 1.61% | Q4 2025 | Jan 28, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 68,493 | 4,891 | 0.54% | 0.65% | 335 | -3,018 | -4.22% | Q4 2025 | Feb 11, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 68,283 | 4,876 | 2.15% | 2.23% | 336 | -42,326 | -38.27% | Q4 2025 | Feb 12, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 62,792 | 4,858 | 2.8% | 1.41% | 337 | -843 | -1.32% | Q4 2025 | Feb 10, 2026 |
| Efficient Advisors, LLC | History | Reduced | 67,824 | 4,843 | 0.28% | 0.27% | 338 | -3,425 | -4.81% | Q4 2025 | Jan 21, 2026 |
| Harbor Group, Inc. | History | Reduced | 67,391 | 4,812 | 0.72% | 0.74% | 339 | -917 | -1.34% | Q4 2025 | Jan 12, 2026 |
| Davis Wealth Advisors, LLC | History | New | 66,895 | 4,776 | 3.97% | — | 340 | +66,895 | New | Q4 2025 | Feb 17, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 66,814 | 4,771 | 1.09% | 1.15% | 341 | -4,108 | -5.79% | Q4 2025 | Jan 06, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 65,465 | 4,674 | 0.74% | 0.77% | 342 | -3,146 | -4.59% | Q4 2025 | Jan 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 64,972 | 4,639 | 0.06% | 0.18% | 343 | -75,933 | -53.89% | Q4 2025 | Feb 06, 2026 |
| Addison Capital Co | History | Added to | 64,902 | 4,634 | 1.16% | 0.91% | 344 | +19,404 | 42.65% | Q4 2025 | Feb 02, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 64,402 | 4,598 | 0.03% | 0.01% | 345 | +40,591 | 170.47% | Q4 2025 | Feb 17, 2026 |
| Synergy Investment Management, LLC | History | Added to | 64,127 | 4,579 | 1.62% | 1.49% | 346 | +6,437 | 11.16% | Q4 2025 | Feb 06, 2026 |
| Net Worth Advisory Group | History | Added to | 63,220 | 4,514 | 0.91% | 0.23% | 347 | +51,237 | 427.58% | Q4 2025 | Jan 14, 2026 |
| IF Advisors, LLC | History | New | 62,578 | 4,468 | 3.63% | — | 349 | +62,578 | New | Q4 2025 | Feb 10, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 62,582 | 4,468 | 2.82% | 2.77% | 348 | +334 | 0.54% | Q4 2025 | Jan 07, 2026 |
| Disciplined Investments, LLC | History | Reduced | 62,462 | 4,460 | 1.71% | 1.71% | 350 | -883 | -1.39% | Q4 2025 | Feb 05, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 62,405 | 4,456 | 0.14% | 0.12% | 351 | +7,122 | 12.88% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 58,398 | 4,379 | 0.68% | 0.66% | 352 | -1,947 | -3.23% | Q4 2025 | Feb 02, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 61,238 | 4,373 | 0.68% | 0.67% | 353 | -742 | -1.2% | Q4 2025 | Jan 23, 2026 |
| Narus Financial Partners, LLC | History | Added to | 61,207 | 4,370 | 1.2% | 1.13% | 354 | +192 | 0.31% | Q4 2025 | Feb 09, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 60,779 | 4,340 | 2.69% | 3.49% | 355 | -22,119 | -26.68% | Q4 2025 | Jan 12, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 60,620 | 4,328 | 0.62% | 0.63% | 356 | +2,291 | 3.93% | Q4 2025 | Feb 09, 2026 |
| Meramec Financial Planners, LLC | History | New | 55,406 | 4,312 | 1.68% | — | 357 | +55,406 | New | Q4 2025 | Feb 10, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 60,373 | 4,311 | 1.54% | 1.45% | 358 | -3,566 | -5.58% | Q4 2025 | Feb 03, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 60,132 | 4,294 | 0.03% | 0.02% | 359 | +11,203 | 22.9% | Q4 2025 | Jan 27, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 59,752 | 4,266 | 0.4% | 0.4% | 360 | -2,237 | -3.61% | Q4 2025 | Jan 22, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 59,652 | 4,259 | 0.05% | 0.0% | 361 | +56,529 | 1810.09% | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 59,285 | 4,233 | 0.01% | 0.01% | 362 | -359 | -0.6% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 58,452 | 4,189 | 0.16% | 0.2% | 363 | +9,680 | 19.85% | Q4 2025 | Feb 13, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 57,638 | 4,115 | 4.11% | — | 364 | +57,638 | New | Q4 2025 | Feb 13, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 57,496 | 4,106 | 0.46% | 0.49% | 365 | -9,039 | -13.59% | Q4 2025 | Feb 17, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 57,438 | 4,101 | 2.19% | 2.62% | 366 | -12,715 | -18.12% | Q4 2025 | Feb 24, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 56,842 | 4,059 | 0.2% | 0.03% | 367 | +51,221 | 911.24% | Q4 2025 | Feb 12, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 56,456 | 4,031 | 0.08% | 0.13% | 368 | -35,344 | -38.5% | Q4 2025 | Feb 17, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 56,235 | 4,015 | 1.73% | 1.81% | 370 | -3,884 | -6.46% | Q4 2025 | Jan 15, 2026 |
| IFG Advisory, LLC | History | Added to | 56,236 | 4,015 | 0.17% | 0.17% | 369 | +1,672 | 3.06% | Q4 2025 | Feb 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 56,048 | 4,002 | 0.24% | 0.18% | 371 | +11,343 | 25.37% | Q4 2025 | Jan 20, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 53,710 | 3,989 | 1.34% | 1.42% | 372 | -4,967 | -8.46% | Q4 2025 | Feb 10, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 55,780 | 3,983 | 0.06% | 0.06% | 373 | +362 | 0.65% | Q4 2025 | Feb 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 55,060 | 3,931 | 0.14% | 0.16% | 374 | -8,651 | -13.58% | Q4 2025 | Feb 02, 2026 |
| Foundation Wealth Management, LLC | History | Reduced | 54,222 | 3,873 | 2.55% | 2.48% | 375 | -2,993 | -5.23% | Q4 2025 | Jan 27, 2026 |
| Vise Technologies, Inc. | History | Added to | 54,014 | 3,857 | 0.08% | 0.07% | 376 | +25,729 | 90.96% | Q4 2025 | Feb 11, 2026 |
| ADE, LLC | History | Reduced | 53,884 | 3,847 | 1.86% | 1.85% | 377 | -51 | -0.09% | Q4 2025 | Feb 10, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 53,623 | 3,829 | 0.84% | 0.9% | 378 | -4,390 | -7.57% | Q4 2025 | Jan 14, 2026 |
| W ADVISORS, LLC | History | Reduced | 52,897 | 3,777 | 1.9% | 1.91% | 379 | -558 | -1.04% | Q4 2025 | Feb 13, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 52,648 | 3,759 | 2.14% | 2.84% | 380 | -17,916 | -25.39% | Q4 2025 | Jan 06, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 52,631 | 3,758 | 1.12% | 1.13% | 381 | -1,314 | -2.44% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 52,579 | 3,754 | 1.01% | 0.24% | 382 | +44,092 | 519.52% | Q4 2025 | Feb 09, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 52,506 | 3,749 | 1.12% | 1.36% | 383 | -9,865 | -15.82% | Q4 2025 | Feb 11, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 52,065 | 3,717 | 1.53% | 2.32% | 384 | -28,973 | -35.75% | Q4 2025 | Jan 12, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 51,439 | 3,673 | 0.14% | 0.12% | 385 | +5,546 | 12.08% | Q4 2025 | Feb 04, 2026 |
| AMG National Trust Bank | History | Reduced | 51,416 | 3,671 | 0.09% | 0.09% | 386 | -801 | -1.53% | Q4 2025 | Jan 30, 2026 |
| Advisory Alpha, LLC | History | Added to | 51,149 | 3,652 | 0.1% | 0.09% | 387 | +4,429 | 9.48% | Q4 2025 | Feb 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 51,017 | 3,643 | 0.17% | 0.18% | 388 | -5,017 | -8.95% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 50,356 | 3,595 | 0.27% | 0.24% | 389 | +3,922 | 8.45% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 50,200 | 3,584 | 0.01% | — | 390 | +50,200 | New | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 50,130 | 3,579 | 0.13% | 0.14% | 391 | -3,649 | -6.79% | Q4 2025 | Feb 06, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 49,859 | 3,560 | 1.45% | 1.36% | 392 | +2,211 | 4.64% | Q4 2025 | Feb 09, 2026 |
| BROWN ADVISORY INC | History | Reduced | 49,836 | 3,558 | 0.0% | 0.0% | 393 | -390 | -0.78% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | Added to | 48,893 | 3,539 | 0.04% | 0.04% | 394 | +235 | 0.48% | Q4 2025 | Jan 26, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 49,488 | 3,533 | 0.93% | 0.91% | 395 | +3,022 | 6.5% | Q4 2025 | Feb 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 49,351 | 3,524 | 0.39% | 0.39% | 396 | -165 | -0.33% | Q4 2025 | Jan 08, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 49,161 | 3,510 | 2.09% | 2.21% | 397 | +345 | 0.71% | Q4 2025 | Feb 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 48,353 | 3,452 | 0.06% | 0.08% | 398 | -9,053 | -15.77% | Q4 2025 | Feb 03, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 47,932 | 3,422 | 0.23% | 0.21% | 399 | +1,536 | 3.31% | Q4 2025 | Jan 27, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 42,959 | 3,377 | 1.65% | 1.86% | 400 | -7,390 | -14.68% | Q4 2025 | Feb 10, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 47,047 | 3,359 | 0.98% | 0.93% | 401 | +1,024 | 2.22% | Q4 2025 | Feb 09, 2026 |
| Salus Financial Advisors, LLC | History | Reduced | 46,491 | 3,319 | 1.99% | 2.01% | 402 | -1,457 | -3.04% | Q4 2025 | Jan 21, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 46,315 | 3,307 | 0.07% | 0.08% | 403 | -9,593 | -17.16% | Q4 2025 | Feb 13, 2026 |
| Wealth Quarterback LLC | History | Added to | 46,307 | 3,306 | 1.19% | 1.09% | 404 | +4,717 | 11.34% | Q4 2025 | Jan 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 46,204 | 3,299 | 0.0% | 0.01% | 405 | -744,388 | -94.16% | Q4 2025 | Feb 17, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 46,198 | 3,299 | 1.15% | 1.13% | 406 | +1,433 | 3.2% | Q4 2025 | Jan 21, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 46,176 | 3,297 | 0.4% | 0.42% | 407 | -1,434 | -3.01% | Q4 2025 | Jan 22, 2026 |
| OneAscent Family Office, LLC | History | New | 45,898 | 3,277 | 2.22% | — | 408 | +45,898 | New | Q4 2025 | Feb 11, 2026 |
| Key FInancial Inc | History | Reduced | 45,878 | 3,276 | 0.6% | 0.63% | 409 | -4,188 | -8.36% | Q4 2025 | Feb 09, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 45,326 | 3,236 | 0.38% | 0.4% | 410 | -303 | -0.66% | Q4 2025 | Jan 26, 2026 |
| WealthPoint Financial, LLC | History | New | 45,296 | 3,234 | 2.81% | — | 411 | +45,296 | New | Q4 2025 | Feb 19, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 45,262 | 3,232 | 0.89% | 0.81% | 412 | +1,212 | 2.75% | Q4 2025 | Feb 04, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 45,231 | 3,229 | 0.04% | 0.04% | 413 | -344 | -0.75% | Q4 2025 | Feb 03, 2026 |
| Chatterton & Associates Inc. | History | New | 45,002 | 3,213 | 2.75% | — | 414 | +45,002 | New | Q4 2025 | Jan 20, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 44,727 | 3,193 | 0.86% | 0.93% | 415 | -6,273 | -12.3% | Q4 2025 | Jan 16, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Reduced | 44,422 | 3,172 | 1.77% | 1.98% | 416 | -4,850 | -9.84% | Q4 2025 | Mar 05, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 44,338 | 3,167 | 0.92% | 0.71% | 417 | +686 | 1.57% | Q4 2025 | Jan 29, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 43,405 | 3,099 | 0.8% | 0.78% | 418 | -799 | -1.81% | Q4 2025 | Jan 22, 2026 |
| Claro Advisors Inc. | History | Reduced | 43,332 | 3,094 | 0.42% | 0.47% | 419 | -3,900 | -8.26% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 43,173 | 3,083 | 0.04% | 0.13% | 420 | -83,314 | -65.87% | Q4 2025 | Feb 09, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 41,783 | 3,067 | 1.57% | 1.57% | 421 | +432 | 1.04% | Q4 2025 | Jan 29, 2026 |
| BLALOCK WILLIAMS, LLC | History | Reduced | 42,609 | 3,042 | 2.43% | 2.64% | 422 | -1,789 | -4.03% | Q4 2025 | Feb 02, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 40,454 | 3,040 | 0.42% | 0.43% | 423 | -371 | -0.91% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 42,412 | 3,028 | 0.06% | 0.07% | 424 | -1,573 | -3.58% | Q4 2025 | Feb 09, 2026 |
| Patten Group, Inc. | History | Added to | 42,136 | 3,008 | 0.56% | 0.48% | 425 | +5,474 | 14.93% | Q4 2025 | Jan 23, 2026 |
| Dentgroup LLC | History | Reduced | 41,467 | 2,961 | 2.03% | 1.85% | 426 | -727 | -1.72% | Q4 2025 | Jan 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 41,222 | 2,943 | 0.01% | 0.01% | 427 | +10,918 | 36.03% | Q4 2025 | Feb 17, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 41,075 | 2,933 | 0.84% | 0.87% | 428 | -1,184 | -2.8% | Q4 2025 | Feb 17, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 41,008 | 2,928 | 0.24% | 0.25% | 429 | -1,251 | -2.96% | Q4 2025 | Jan 27, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 40,683 | 2,905 | 2.01% | 2.07% | 430 | -648 | -1.57% | Q4 2025 | Jan 08, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 40,674 | 2,904 | 2.51% | 1.77% | 431 | +9,755 | 31.55% | Q4 2025 | Feb 13, 2026 |
| SCS Capital Management LLC | History | Reduced | 40,614 | 2,900 | 0.03% | 0.03% | 432 | -1,758 | -4.15% | Q4 2025 | Feb 10, 2026 |
| Belpointe Asset Management LLC | History | Added to | 40,514 | 2,893 | 0.1% | 0.1% | 433 | +309 | 0.77% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 40,514 | 2,893 | 0.43% | 0.43% | 434 | +309 | 0.77% | Q4 2025 | Jan 27, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 40,296 | 2,877 | 0.47% | — | 435 | +40,296 | New | Q4 2025 | Feb 18, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 40,101 | 2,864 | 0.36% | 0.34% | 436 | +196 | 0.49% | Q4 2025 | Feb 18, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 40,063 | 2,860 | 0.92% | 0.96% | 437 | -1,466 | -3.53% | Q4 2025 | Feb 11, 2026 |
| Synergy Asset Management, LLC | History | Added to | 40,036 | 2,858 | 0.3% | 0.01% | 438 | +36,224 | 950.26% | Q4 2025 | Jan 13, 2026 |
| BCU Wealth Advisors, LLC | History | Reduced | 39,720 | 2,836 | 1.09% | 1.24% | 439 | -5,362 | -11.89% | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 39,565 | 2,825 | 0.02% | 0.02% | 440 | -684 | -1.7% | Q4 2025 | Feb 09, 2026 |
| HSBC HOLDINGS PLC | History | New | 38,803 | 2,770 | 0.0% | — | 441 | +38,803 | New | Q4 2025 | Mar 20, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 38,722 | 2,765 | 0.05% | — | 442 | +38,722 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 38,250 | 2,731 | 0.13% | 0.13% | 443 | -5,760 | -13.09% | Q4 2025 | Jan 21, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 38,163 | 2,725 | 0.99% | 0.73% | 444 | +12,912 | 51.13% | Q4 2025 | Feb 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 37,509 | 2,678 | 0.1% | 0.1% | 445 | -999 | -2.59% | Q4 2025 | Jan 21, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 37,374 | 2,668 | 0.22% | 0.22% | 446 | +325 | 0.88% | Q4 2025 | Jan 23, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 37,164 | 2,653 | 0.31% | 0.31% | 447 | -359 | -0.96% | Q4 2025 | Jan 20, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 37,001 | 2,642 | 0.17% | 0.16% | 448 | +1,447 | 4.07% | Q4 2025 | Feb 03, 2026 |
| Index Technologies Group LLC | History | New | 36,893 | 2,634 | 2.75% | — | 449 | +36,893 | New | Q4 2025 | Feb 12, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 36,078 | 2,576 | 1.84% | 1.47% | 450 | +9,790 | 37.24% | Q4 2025 | Feb 10, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 35,744 | 2,552 | 0.38% | 0.39% | 451 | -2,190 | -5.77% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Reduced | 35,708 | 2,549 | 0.07% | 0.07% | 452 | -366 | -1.01% | Q4 2025 | Jan 30, 2026 |
| VPR Management LLC | History | No change | 35,700 | 2,549 | 1.14% | 1.1% | 453 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Key Capital Management, INC | History | New | 35,657 | 2,546 | 2.52% | — | 454 | +35,657 | New | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 35,632 | 2,544 | 0.07% | 0.08% | 455 | -510 | -1.41% | Q4 2025 | Feb 12, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 35,581 | 2,540 | 0.51% | 0.54% | 456 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 35,568 | 2,539 | 0.47% | 0.52% | 457 | -3,611 | -9.22% | Q4 2025 | Jan 30, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 33,474 | 2,486 | 1.64% | 1.76% | 458 | -2,482 | -6.9% | Q4 2025 | Feb 11, 2026 |
| CogentBlue Wealth Advisors, LLC | History | No change | 34,431 | 2,458 | 1.67% | 1.59% | 459 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ORG Partners LLC | History | Added to | 33,967 | 2,425 | 0.43% | 0.4% | 460 | +3,294 | 10.74% | Q4 2025 | Jan 14, 2026 |
| Sagace Wealth Management LLC | History | Added to | 33,949 | 2,424 | 1.64% | 1.54% | 461 | +590 | 1.77% | Q4 2025 | Feb 02, 2026 |
| Columbus Macro, LLC | History | Added to | 33,833 | 2,416 | 0.26% | 0.24% | 462 | +2,245 | 7.11% | Q4 2025 | Jan 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 41,423 | 2,410 | 0.06% | 0.05% | 463 | +1,445 | 3.61% | Q4 2025 | Feb 11, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 33,549 | 2,395 | 0.22% | — | 464 | +33,549 | New | Q4 2025 | Feb 13, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 33,473 | 2,390 | 1.33% | 1.53% | 465 | +948 | 2.91% | Q4 2025 | Jan 28, 2026 |
| NAVELLIER & ASSOCIATES INC | History | No change | 33,333 | 2,380 | 0.27% | 0.23% | 466 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| New World Advisors LLC | History | Added to | 33,297 | 2,377 | 0.41% | 0.24% | 467 | +13,945 | 72.06% | Q4 2025 | Feb 06, 2026 |
| MGB Wealth Management, LLC | History | Added to | 33,206 | 2,372 | 0.68% | 0.18% | 468 | +23,837 | 254.42% | Q4 2025 | Feb 17, 2026 |
| Asempa Wealth Advisors | History | New | 33,093 | 2,363 | 2.04% | — | 469 | +33,093 | New | Q4 2025 | Jan 08, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 33,071 | 2,361 | 0.11% | 0.11% | 470 | +535 | 1.64% | Q4 2025 | Feb 12, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 32,968 | 2,354 | 0.18% | 0.2% | 471 | -3,482 | -9.55% | Q4 2025 | Jan 09, 2026 |
| Cornerstone Financial Management LLC | History | New | 32,507 | 2,321 | 2.18% | — | 472 | +32,507 | New | Q4 2025 | Feb 13, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 32,060 | 2,289 | 0.1% | 0.1% | 473 | +47 | 0.15% | Q4 2025 | Jan 22, 2026 |
| J.M. Arbour, LLC | History | New | 31,956 | 2,282 | 2.28% | — | 475 | +31,956 | New | Q4 2025 | Jan 26, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 31,965 | 2,282 | 0.18% | 0.23% | 474 | -5,346 | -14.33% | Q4 2025 | Jan 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 31,364 | 2,239 | 0.04% | 0.05% | 476 | -1,559 | -4.74% | Q4 2025 | Feb 02, 2026 |
| M Holdings Securities, Inc. | History | Added to | 31,261 | 2,232 | 0.16% | 0.18% | 477 | +18,463 | 144.26% | Q4 2025 | Feb 11, 2026 |
| SELDON CAPITAL LP | History | No change | 31,000 | 2,213 | 0.77% | 0.74% | 478 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| XY Planning Network, Inc. | History | New | 30,946 | 2,209 | 0.38% | — | 479 | +30,946 | New | Q4 2025 | Jan 26, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 30,829 | 2,201 | 0.14% | 0.1% | 480 | +9,000 | 41.23% | Q4 2025 | Feb 17, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 30,702 | 2,192 | 1.42% | 1.9% | 481 | -21,146 | -40.78% | Q4 2025 | Feb 09, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 30,699 | 2,192 | 0.5% | 0.5% | 482 | -1,105 | -3.47% | Q4 2025 | Jan 16, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 30,174 | 2,154 | 1.18% | 1.35% | 483 | -4,633 | -13.31% | Q4 2025 | Jan 21, 2026 |
| Cresset Asset Management, LLC | History | Added to | 29,852 | 2,131 | 0.01% | 0.01% | 484 | +2,995 | 11.15% | Q4 2025 | Feb 17, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 29,841 | 2,130 | 0.2% | — | 485 | +29,841 | New | Q4 2025 | Feb 11, 2026 |
| Neumann Capital Management, LLC | History | No change | 29,785 | 2,126 | 0.61% | 0.59% | 486 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Breakwater Capital Group | History | Added to | 29,597 | 2,113 | 0.29% | 0.29% | 487 | +729 | 2.53% | Q4 2025 | Jan 09, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 29,581 | 2,112 | 0.02% | 0.03% | 488 | -1,410 | -4.55% | Q4 2025 | Feb 02, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 29,420 | 2,100 | 0.02% | 0.02% | 489 | -28,336 | -49.06% | Q4 2025 | Feb 13, 2026 |
| Unify Financial Advisors | History | New | 29,003 | 2,071 | 2.16% | — | 490 | +29,003 | New | Q4 2025 | Apr 08, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 28,990 | 2,070 | 3.07% | 3.29% | 491 | -340,156 | -92.15% | Q4 2025 | Feb 18, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 28,759 | 2,053 | 1.26% | 1.25% | 492 | +10 | 0.03% | Q4 2025 | Jan 06, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 28,557 | 2,039 | 1.39% | 1.53% | 493 | -2,586 | -8.3% | Q4 2025 | Jan 29, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 28,512 | 2,036 | 0.22% | 0.19% | 494 | +2,979 | 11.67% | Q4 2025 | Feb 13, 2026 |
| Concorde Asset Management, LLC | History | Added to | 28,473 | 2,033 | 0.81% | 0.8% | 495 | +247 | 0.88% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 28,469 | 2,032 | 0.02% | 0.02% | 496 | -4,100 | -12.59% | Q4 2025 | Feb 02, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 28,327 | 2,022 | 1.01% | 1.12% | 497 | -4,644 | -14.09% | Q4 2025 | Jan 30, 2026 |
| Capital Asset Managemnet, LLC | History | New | 27,459 | 2,020 | 2.24% | — | 498 | +27,459 | New | Q4 2025 | Apr 07, 2026 |
| Kovack Advisors, Inc. | History | Added to | 27,971 | 1,997 | 0.09% | 0.04% | 499 | +22,425 | 404.35% | Q4 2025 | Feb 17, 2026 |
| Clearview Wealth Advisors LLC | History | Reduced | 27,936 | 1,994 | 1.26% | 1.66% | 500 | -10,341 | -27.02% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 27,805 | 1,985 | 0.0% | 0.0% | 501 | -5,508 | -16.53% | Q4 2025 | Feb 12, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 27,653 | 1,974 | 1.11% | 1.16% | 502 | -1,934 | -6.54% | Q4 2025 | Jan 14, 2026 |
| Virtus Family Office LLC | History | Added to | 27,425 | 1,958 | 1.69% | 1.61% | 503 | +2,026 | 7.98% | Q4 2025 | Feb 03, 2026 |
| Weil Company, Inc. | History | Reduced | 27,377 | 1,954 | 0.45% | 0.46% | 504 | -994 | -3.5% | Q4 2025 | Jan 14, 2026 |
| American State Bank (Iowa) | History | Added to | 27,297 | 1,949 | 0.94% | 0.94% | 505 | +130 | 0.48% | Q4 2025 | Apr 14, 2026 |
| Risk Paradigm Group, LLC | History | New | 27,280 | 1,948 | 1.87% | — | 506 | +27,280 | New | Q4 2025 | Feb 17, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 26,844 | 1,916 | 0.66% | 0.64% | 507 | -601 | -2.19% | Q4 2025 | Feb 02, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 26,709 | 1,907 | 0.03% | 0.02% | 508 | +2,420 | 9.96% | Q4 2025 | Feb 02, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 26,643 | 1,902 | 0.33% | 0.38% | 509 | -3,518 | -11.66% | Q4 2025 | Jan 07, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 26,424 | 1,886 | 1.57% | 1.56% | 510 | -1,543 | -5.52% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 26,223 | 1,872 | 0.01% | 0.01% | 511 | +1,130 | 4.5% | Q4 2025 | Feb 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 26,061 | 1,861 | 0.01% | 0.01% | 512 | +818 | 3.24% | Q4 2025 | Jan 30, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 26,002 | 1,856 | 0.1% | 0.1% | 513 | +62 | 0.24% | Q4 2025 | Feb 04, 2026 |
| McAdam, LLC | History | Added to | 25,971 | 1,854 | 0.08% | 0.08% | 514 | +1,761 | 7.27% | Q4 2025 | Feb 13, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 23,207 | 1,850 | 0.11% | 0.16% | 515 | -377 | -1.6% | Q4 2025 | Jan 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 25,889 | 1,848 | 0.03% | 0.04% | 516 | -1,014 | -3.77% | Q4 2025 | Jan 23, 2026 |
| Cassilly Financial Group LLC | History | New | 25,696 | 1,834 | 1.62% | — | 517 | +25,696 | New | Q4 2025 | Jan 15, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 25,409 | 1,814 | 0.4% | 0.39% | 518 | -701 | -2.68% | Q4 2025 | Feb 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 25,396 | 1,813 | 0.01% | 0.01% | 519 | -470 | -1.82% | Q4 2025 | Jan 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 25,322 | 1,808 | 0.1% | 0.16% | 520 | -16,657 | -39.68% | Q4 2025 | Jan 07, 2026 |
| Vantus Wealth LLC | History | New | 25,158 | 1,796 | 1.32% | — | 521 | +25,158 | New | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 24,754 | 1,767 | 0.02% | 0.02% | 522 | +7,685 | 45.02% | Q4 2025 | Feb 09, 2026 |
| Capital Investment Management, Inc. | History | New | 24,654 | 1,760 | 0.62% | — | 523 | +24,654 | New | Q4 2025 | Apr 10, 2026 |
| Clayton Financial Group LLC | History | Added to | 24,612 | 1,757 | 0.9% | 0.83% | 524 | +7,812 | 46.5% | Q4 2025 | Jan 21, 2026 |
| FIRST HORIZON CORP | History | Reduced | 24,492 | 1,748 | 0.08% | 0.08% | 525 | -16 | -0.07% | Q4 2025 | Jan 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 24,456 | 1,746 | 0.02% | 0.02% | 526 | +1,531 | 6.68% | Q4 2025 | Feb 09, 2026 |
| Keel Point, LLC | History | No change | 24,239 | 1,730 | 0.1% | 0.1% | 527 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FWG Investments, LLC. | History | Added to | 24,202 | 1,728 | 1.1% | 1.11% | 528 | +372 | 1.56% | Q4 2025 | Jan 28, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 23,972 | 1,711 | 0.4% | 0.4% | 529 | -1,405 | -5.54% | Q4 2025 | Feb 17, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 23,851 | 1,703 | 0.62% | 0.65% | 530 | -1,543 | -6.08% | Q4 2025 | Jan 21, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 23,297 | 1,663 | 0.18% | 0.17% | 531 | +1,418 | 6.48% | Q4 2025 | Jan 28, 2026 |
| Atlatl Advisers LLC | History | Added to | 23,174 | 1,654 | 0.63% | 0.61% | 532 | +498 | 2.2% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 22,668 | 1,618 | 0.0% | 0.0% | 533 | +15,323 | 208.62% | Q4 2025 | Feb 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 22,480 | 1,605 | 0.03% | 0.03% | 534 | +537 | 2.45% | Q4 2025 | Feb 12, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 22,463 | 1,604 | 0.03% | 0.03% | 535 | -334 | -1.47% | Q4 2025 | Feb 06, 2026 |
| Rockingstone Advisors LLC | History | Added to | 22,395 | 1,599 | 0.73% | 0.71% | 536 | +1,220 | 5.76% | Q4 2025 | Jan 28, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 22,379 | 1,598 | 0.02% | 0.02% | 537 | -5,644 | -20.14% | Q4 2025 | Jan 13, 2026 |
| Stegner Investment Associates Inc. | History | Reduced | 22,283 | 1,591 | 0.85% | 1.0% | 538 | -4,672 | -17.33% | Q4 2025 | Jan 30, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 22,203 | 1,585 | 1.07% | 1.11% | 539 | -1,911 | -7.92% | Q4 2025 | Jan 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 22,170 | 1,583 | 0.05% | 0.05% | 540 | -695 | -3.04% | Q4 2025 | Feb 19, 2026 |
| Operose Advisors LLC | History | Added to | 21,998 | 1,570 | 0.37% | 0.37% | 541 | +196 | 0.9% | Q4 2025 | Feb 10, 2026 |
| SWP FINANCIAL LLC | History | Added to | 21,822 | 1,558 | 0.78% | 0.7% | 542 | +1,552 | 7.66% | Q4 2025 | Jan 16, 2026 |
| RDA Financial Network | History | Added to | 21,715 | 1,550 | 0.37% | 0.36% | 543 | +306 | 1.43% | Q4 2025 | Jan 06, 2026 |
| GGM Financials LLC | History | Added to | 21,693 | 1,549 | 0.75% | 0.72% | 544 | +594 | 2.82% | Q4 2025 | Feb 04, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 21,605 | 1,542 | 0.04% | 0.04% | 545 | -2,003 | -8.48% | Q4 2025 | Feb 02, 2026 |
| Independence Bank of Kentucky | History | Added to | 21,579 | 1,540 | 0.19% | 0.18% | 546 | +643 | 3.07% | Q4 2025 | Jan 20, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 21,561 | 1,539 | 0.29% | 0.47% | 547 | -4,998 | -18.82% | Q4 2025 | Jan 26, 2026 |
| InvesTrust | History | Added to | 21,459 | 1,532 | 0.59% | 0.42% | 548 | +4,344 | 25.38% | Q4 2025 | Jan 14, 2026 |
| Quartz Partners, LLC | History | Added to | 21,442 | 1,531 | 0.57% | 0.5% | 549 | +1,000 | 4.89% | Q4 2025 | Feb 13, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 21,404 | 1,528 | 0.84% | 0.83% | 550 | +409 | 1.95% | Q4 2025 | Jan 30, 2026 |
| Campion Asset Management | History | Reduced | 21,328 | 1,523 | 1.06% | 1.03% | 551 | -121 | -0.56% | Q4 2025 | Feb 17, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 21,229 | 1,515 | 0.55% | 0.6% | 552 | -1,743 | -7.59% | Q4 2025 | Jan 15, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 21,146 | 1,510 | 0.69% | 0.84% | 553 | -3,571 | -14.45% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 21,065 | 1,504 | 0.07% | 0.06% | 554 | +685 | 3.36% | Q4 2025 | Feb 13, 2026 |
| Wilkerson Advisory Group LLC | History | New | 20,458 | 1,460 | 0.51% | — | 555 | +20,458 | New | Q4 2025 | Feb 13, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 20,375 | 1,454 | 0.85% | 0.95% | 556 | -2,540 | -11.08% | Q4 2025 | Jan 13, 2026 |
| Archer Investment Management, LLC | History | New | 20,283 | 1,448 | 0.78% | — | 557 | +20,283 | New | Q4 2025 | Jan 12, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | New | 20,236 | 1,445 | 0.79% | — | 558 | +20,236 | New | Q4 2025 | Feb 05, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 20,087 | 1,434 | 0.53% | 0.54% | 559 | -77 | -0.38% | Q4 2025 | Feb 03, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 19,844 | 1,417 | 0.32% | 0.41% | 560 | -9,501 | -32.38% | Q4 2025 | Jan 16, 2026 |
| McMill Wealth Management | History | Added to | 19,760 | 1,411 | 0.4% | 0.38% | 561 | +164 | 0.84% | Q4 2025 | Feb 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 19,668 | 1,404 | 0.02% | — | 562 | +19,668 | New | Q4 2025 | Feb 06, 2026 |
| Latitude Advisors, LLC | History | Added to | 19,617 | 1,400 | 0.62% | 0.59% | 563 | +441 | 2.3% | Q4 2025 | Jan 27, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 19,507 | 1,392 | 0.18% | 0.18% | 564 | -411 | -2.06% | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | Added to | 19,094 | 1,363 | 0.04% | 0.02% | 565 | +7,743 | 68.21% | Q4 2025 | Feb 10, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 19,074 | 1,362 | 0.19% | 0.2% | 567 | +24 | 0.13% | Q4 2025 | Feb 13, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 19,078 | 1,362 | 0.99% | 0.97% | 566 | +16 | 0.08% | Q4 2025 | Jan 21, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 18,938 | 1,352 | 0.15% | 0.15% | 568 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 18,888 | 1,348 | 0.92% | 0.93% | 569 | -422 | -2.19% | Q4 2025 | Jan 05, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 18,701 | 1,335 | 0.46% | 0.56% | 570 | -2,104 | -10.11% | Q4 2025 | Jan 08, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 18,665 | 1,332 | 0.87% | 0.95% | 571 | -2,344 | -11.16% | Q4 2025 | Jan 21, 2026 |
| MSH Capital Advisors LLC | History | Added to | 18,635 | 1,330 | 0.28% | 0.31% | 572 | +1,614 | 9.48% | Q4 2025 | Feb 09, 2026 |
| Powerhouse Assets LLC | History | New | 18,598 | 1,328 | 1.17% | — | 573 | +18,598 | New | Q4 2025 | Jan 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 18,548 | 1,324 | 0.1% | 0.13% | 574 | -8,413 | -31.2% | Q4 2025 | Jan 23, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 18,434 | 1,316 | 0.27% | 0.28% | 575 | +409 | 2.27% | Q4 2025 | Feb 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 18,421 | 1,315 | 1.09% | 0.79% | 576 | +7,118 | 62.97% | Q4 2025 | Feb 10, 2026 |
| GatePass Capital, LLC | History | Added to | 18,319 | 1,308 | 0.67% | 0.39% | 577 | +8,455 | 85.72% | Q4 2025 | Feb 09, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 18,264 | 1,304 | 0.28% | 0.28% | 578 | +1,751 | 10.6% | Q4 2025 | Feb 09, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 18,198 | 1,299 | 0.08% | 0.09% | 580 | -811 | -4.27% | Q4 2025 | Feb 05, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 18,198 | 1,299 | 0.21% | 0.2% | 579 | -516 | -2.76% | Q4 2025 | Jan 23, 2026 |
| Betterment LLC | History | Reduced | 18,051 | 1,289 | 0.0% | 0.0% | 581 | -393 | -2.13% | Q4 2025 | Feb 12, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 18,044 | 1,288 | 0.8% | 0.82% | 582 | +752 | 4.35% | Q4 2025 | Jan 29, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 17,480 | 1,287 | 0.21% | 0.05% | 583 | +13,521 | 341.53% | Q4 2025 | Jan 29, 2026 |
| Kassira Wealth Management LLC | History | Reduced | 17,991 | 1,284 | 1.22% | 1.18% | 584 | -1 | -0.01% | Q4 2025 | Feb 03, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 17,883 | 1,277 | 0.05% | 0.04% | 585 | -11 | -0.06% | Q4 2025 | Jan 30, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 17,783 | 1,274 | 0.04% | — | 586 | +17,783 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 17,823 | 1,272 | 0.17% | 0.09% | 587 | +9,188 | 106.4% | Q4 2025 | Feb 17, 2026 |
| Cooper Financial Group | History | Reduced | 17,704 | 1,264 | 0.13% | 0.14% | 588 | -1,617 | -8.37% | Q4 2025 | Jan 08, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 17,651 | 1,260 | 0.09% | 0.2% | 589 | -23,222 | -56.82% | Q4 2025 | Feb 09, 2026 |
| Western Wealth Management, LLC | History | Added to | 17,590 | 1,256 | 0.06% | 0.06% | 590 | +1,813 | 11.49% | Q4 2025 | Feb 05, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 17,566 | 1,254 | 0.2% | 0.22% | 591 | -1,461 | -7.68% | Q4 2025 | Feb 04, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 17,545 | 1,252 | 0.27% | 0.45% | 592 | -2,185 | -11.07% | Q4 2025 | Feb 12, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 17,517 | 1,250 | 0.39% | 0.21% | 593 | +8,172 | 87.45% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 17,422 | 1,244 | 0.0% | — | 594 | +17,422 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 17,295 | 1,235 | 0.11% | 0.1% | 595 | +63 | 0.37% | Q4 2025 | Jan 26, 2026 |
| LRI Investments, LLC | History | Reduced | 17,275 | 1,233 | 0.1% | 0.1% | 596 | -161 | -0.92% | Q4 2025 | Feb 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 17,120 | 1,222 | 0.06% | 0.12% | 597 | -13,127 | -43.4% | Q4 2025 | Jan 28, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 16,941 | 1,209 | 0.73% | 0.89% | 599 | -4,666 | -21.59% | Q4 2025 | Jan 16, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 16,937 | 1,209 | 0.23% | 0.21% | 598 | +1,558 | 10.13% | Q4 2025 | Jan 21, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 16,923 | 1,208 | 0.38% | 0.78% | 600 | -31,437 | -65.01% | Q4 2025 | Feb 02, 2026 |
| Portside Wealth Group, LLC | History | Added to | 16,864 | 1,204 | 0.16% | 0.11% | 601 | +5,526 | 48.74% | Q4 2025 | Jan 21, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 16,815 | 1,200 | 0.41% | 0.44% | 602 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 16,740 | 1,195 | 0.3% | 0.33% | 604 | -2,179 | -11.52% | Q4 2025 | Jan 27, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 16,745 | 1,195 | 0.13% | 0.13% | 603 | +345 | 2.1% | Q4 2025 | Feb 10, 2026 |
| Evanson Asset Management, LLC | History | Added to | 16,684 | 1,191 | 0.06% | 0.06% | 605 | +1,042 | 6.66% | Q4 2025 | Jan 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 16,580 | 1,183 | 0.03% | 0.03% | 606 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Horizon Investments, LLC | History | Added to | 16,563 | 1,182 | 0.01% | 0.01% | 607 | +10,393 | 168.44% | Q4 2025 | Feb 02, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 16,549 | 1,181 | 0.1% | 0.06% | 608 | +6,680 | 67.69% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 16,343 | 1,167 | 0.07% | 0.03% | 609 | +10,155 | 164.11% | Q4 2025 | Feb 10, 2026 |
| Falcon Wealth Planning | History | Reduced | 16,329 | 1,166 | 0.1% | 0.11% | 610 | -1,792 | -9.89% | Q4 2025 | Feb 03, 2026 |
| Fonville Wealth Management LLC | History | Added to | 16,168 | 1,154 | 0.24% | 0.25% | 611 | +10 | 0.06% | Q4 2025 | Jan 23, 2026 |
| Horizon Wealth Management, LLC | History | New | 16,150 | 1,153 | 0.18% | — | 612 | +16,150 | New | Q4 2025 | Feb 04, 2026 |
| First Citizens Financial Corp | History | Added to | 16,132 | 1,151 | 0.57% | 0.53% | 613 | +305 | 1.93% | Q4 2025 | Jan 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 16,082 | 1,148 | 1.03% | 1.0% | 614 | +20 | 0.12% | Q4 2025 | Jan 29, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 15,895 | 1,135 | 0.02% | 0.02% | 615 | -628 | -3.8% | Q4 2025 | Jan 28, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 15,361 | 1,128 | 0.05% | 0.09% | 616 | -8,989 | -36.92% | Q4 2025 | Jan 21, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 15,740 | 1,124 | 0.45% | 0.4% | 617 | +489 | 3.21% | Q4 2025 | Feb 11, 2026 |
| BCS Wealth Management | History | Added to | 15,686 | 1,119 | 0.11% | 0.12% | 618 | +7,759 | 97.88% | Q4 2025 | Jan 26, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 15,663 | 1,118 | 0.6% | 0.63% | 619 | -743 | -4.53% | Q4 2025 | Jan 27, 2026 |
| Richmond Investment Services, LLC | History | Added to | 15,548 | 1,110 | 0.19% | 0.19% | 620 | +195 | 1.27% | Q4 2025 | Feb 12, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 15,368 | 1,097 | 0.26% | — | 621 | +15,368 | New | Q4 2025 | Mar 23, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 15,273 | 1,090 | 0.3% | 0.33% | 622 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sierra Capital LLC | History | No change | 15,250 | 1,089 | 0.12% | 0.11% | 623 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 15,244 | 1,088 | 0.3% | 1.15% | 625 | -59,228 | -79.53% | Q4 2025 | Jan 12, 2026 |
| SouthState Bank Corp | History | Added to | 15,245 | 1,088 | 0.05% | 0.04% | 624 | +1,322 | 9.5% | Q4 2025 | Feb 11, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 14,359 | 1,086 | 0.01% | 0.01% | 626 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 15,194 | 1,085 | 0.01% | 0.01% | 627 | -764 | -4.79% | Q4 2025 | Jan 30, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 15,146 | 1,081 | 0.02% | 0.02% | 628 | +30 | 0.2% | Q4 2025 | Jan 22, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Added to | 15,094 | 1,077 | 0.91% | 0.91% | 629 | +187 | 1.25% | Q4 2025 | Jan 26, 2026 |
| NWAM LLC | History | Reduced | 14,447 | 1,068 | 0.06% | 0.14% | 630 | -23,169 | -61.59% | Q4 2025 | Feb 04, 2026 |
| Intrua Financial, LLC | History | Reduced | 14,629 | 1,044 | 0.11% | 0.13% | 631 | -2,640 | -15.29% | Q4 2025 | Feb 05, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 14,143 | 1,043 | 0.42% | 0.41% | 632 | -216 | -1.5% | Q4 2025 | Jan 26, 2026 |
| Legacy Wealth Partners, LLC | History | New | 14,599 | 1,042 | 0.27% | — | 633 | +14,599 | New | Q4 2025 | Feb 17, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 14,532 | 1,037 | 0.52% | 0.57% | 634 | -2,697 | -15.65% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 14,507 | 1,035 | 0.79% | 0.84% | 635 | -779 | -5.1% | Q4 2025 | Jan 27, 2026 |
| ASL Financial, LLC | History | New | 14,421 | 1,029 | 0.81% | — | 637 | +14,421 | New | Q4 2025 | Jan 20, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 14,422 | 1,029 | 0.08% | 0.08% | 636 | +1,084 | 8.13% | Q4 2025 | Jan 28, 2026 |
| EWA, LLC | History | Added to | 14,357 | 1,025 | 0.25% | 0.25% | 638 | +893 | 6.63% | Q4 2025 | Feb 03, 2026 |
| McCartney Wealth Management LLC | History | New | 13,913 | 993 | 0.86% | — | 639 | +13,913 | New | Q4 2025 | Feb 17, 2026 |
| GFS Advisors, LLC | History | No change | 13,831 | 987 | 0.12% | 0.12% | 640 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 13,788 | 984 | 0.02% | 0.02% | 641 | -1,758 | -11.31% | Q4 2025 | Feb 05, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 13,720 | 979 | 0.03% | 0.04% | 642 | -1,104 | -7.45% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 13,686 | 977 | 0.04% | 0.04% | 643 | +5,749 | 72.43% | Q4 2025 | Feb 04, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 13,395 | 956 | 0.1% | 0.11% | 644 | -2,214 | -14.18% | Q4 2025 | Jan 27, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 13,369 | 954 | 0.01% | 0.01% | 645 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 13,264 | 947 | 0.01% | 0.01% | 646 | -527 | -3.82% | Q4 2025 | Jan 29, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 13,170 | 940 | 0.0% | 0.0% | 647 | +6,087 | 85.94% | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | New | 13,146 | 938 | 0.12% | — | 648 | +13,146 | New | Q4 2025 | Jan 07, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 13,130 | 937 | 0.5% | 0.53% | 649 | -1,684 | -11.37% | Q4 2025 | Feb 17, 2026 |
| American Financial Advisors, LLC | History | Reduced | 12,992 | 927 | 0.12% | 0.12% | 650 | -357 | -2.67% | Q4 2025 | Feb 03, 2026 |
| VestGen Investment Management | History | Added to | 12,915 | 922 | 0.51% | 0.49% | 651 | +911 | 7.59% | Q4 2025 | Feb 18, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 12,912 | 922 | 0.44% | 0.47% | 652 | +5 | 0.04% | Q4 2025 | Jan 09, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 12,827 | 915 | 0.42% | 0.45% | 653 | -1,357 | -9.57% | Q4 2025 | Jan 12, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 12,806 | 914 | 0.64% | 0.6% | 654 | -50 | -0.39% | Q4 2025 | Feb 04, 2026 |
| Stokes Family Office, LLC | History | Reduced | 12,701 | 906 | 0.08% | 0.08% | 655 | -251 | -1.94% | Q4 2025 | Feb 18, 2026 |
| Argent Trust Co | History | Added to | 12,620 | 901 | 0.03% | 0.03% | 656 | +1,972 | 18.52% | Q4 2025 | Feb 10, 2026 |
| FLP Wealth Management, LLC | History | Added to | 12,711 | 900 | 2.12% | 2.05% | 657 | +1,969 | 18.33% | Q4 2025 | Jan 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 12,487 | 891 | 0.21% | 0.22% | 658 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 12,448 | 888 | 0.85% | — | 659 | +12,448 | New | Q4 2025 | Jan 23, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 12,404 | 885 | 0.05% | 0.02% | 660 | +7,733 | 165.55% | Q4 2025 | Mar 04, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 12,381 | 884 | 0.45% | 0.48% | 661 | -822 | -6.23% | Q4 2025 | Feb 02, 2026 |
| JT Stratford LLC | History | Reduced | 12,366 | 883 | 0.11% | 0.13% | 662 | -1,709 | -12.14% | Q4 2025 | Feb 12, 2026 |
| Asset Dedication, LLC | History | No change | 12,337 | 880 | 0.06% | 0.06% | 663 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GeoWealth Management, LLC | History | Reduced | 12,263 | 875 | 0.03% | 0.13% | 664 | -38,927 | -76.04% | Q4 2025 | Feb 17, 2026 |
| BEACON FINANCIAL GROUP | History | New | 12,245 | 874 | 0.09% | — | 665 | +12,245 | New | Q4 2025 | Apr 01, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | New | 12,122 | 865 | 0.0% | — | 666 | +12,122 | New | Q4 2025 | Jan 13, 2026 |
| 25 LLC | History | Added to | 12,056 | 860 | 0.27% | 0.27% | 667 | +146 | 1.23% | Q4 2025 | Jan 15, 2026 |
| StoneX Group Inc. | History | Reduced | 12,035 | 859 | 0.04% | 0.04% | 668 | -540 | -4.29% | Q4 2025 | Feb 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 11,954 | 853 | 0.0% | 0.0% | 669 | +2,592 | 27.69% | Q4 2025 | Jan 30, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 11,931 | 851 | 0.02% | 0.03% | 670 | -2,087 | -14.89% | Q4 2025 | Feb 13, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 11,900 | 849 | 0.02% | 0.02% | 671 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SMART Wealth LLC | History | Added to | 11,889 | 848 | 0.26% | 0.23% | 673 | +2,938 | 32.82% | Q4 2025 | Jan 26, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 11,878 | 848 | 0.6% | 0.59% | 672 | -97 | -0.81% | Q4 2025 | Feb 03, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 11,770 | 840 | 0.64% | 0.69% | 674 | -1,457 | -11.02% | Q4 2025 | Jan 12, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 11,659 | 832 | 0.12% | — | 675 | +11,659 | New | Q4 2025 | Feb 20, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 11,625 | 830 | 0.2% | 0.08% | 676 | +7,032 | 153.1% | Q4 2025 | Jan 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 11,622 | 829 | 0.06% | 0.05% | 677 | +1,898 | 19.52% | Q4 2025 | Jan 21, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 11,490 | 820 | 0.17% | 0.16% | 678 | +256 | 2.28% | Q4 2025 | Feb 02, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 11,391 | 813 | 0.0% | — | 679 | +11,391 | New | Q4 2025 | Feb 17, 2026 |
| Allegheny Financial Group | History | Added to | 11,324 | 808 | 0.12% | 0.12% | 680 | +2,077 | 22.46% | Q4 2025 | Feb 02, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 11,149 | 808 | 0.1% | 0.1% | 681 | -34 | -0.3% | Q4 2025 | Jan 14, 2026 |
| Balefire, LLC | History | New | 11,302 | 807 | 0.16% | — | 682 | +11,302 | New | Q4 2025 | Jan 12, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 11,277 | 805 | 0.03% | 0.03% | 683 | +71 | 0.63% | Q4 2025 | Jan 14, 2026 |
| BWM Planning, LLC | History | Added to | 11,167 | 797 | 0.21% | 0.22% | 684 | +307 | 2.83% | Q4 2025 | Jan 14, 2026 |
| Northwest Capital Management Inc | History | Reduced | 11,045 | 788 | 3.42% | 4.58% | 685 | -53,194 | -82.81% | Q4 2025 | Jan 26, 2026 |
| Financial Perspectives, Inc | History | Added to | 11,007 | 786 | 0.21% | 0.19% | 686 | +1,136 | 11.51% | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Added to | 11,000 | 785 | 0.0% | 0.0% | 687 | +1,818 | 19.8% | Q4 2025 | Feb 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 10,963 | 782 | 0.03% | 0.05% | 688 | -7,017 | -39.03% | Q4 2025 | Feb 17, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 10,900 | 778 | 0.12% | 0.14% | 689 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 10,874 | 776 | 0.16% | 0.13% | 690 | +2,325 | 27.2% | Q4 2025 | Jan 26, 2026 |
| Ariadne Wealth Management, LP | History | No change | 9,845 | 776 | 0.32% | 0.31% | 691 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Foster Group, Inc. | History | Reduced | 10,814 | 772 | 0.02% | 0.02% | 692 | -11 | -0.1% | Q4 2025 | Jan 12, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 10,722 | 765 | 0.09% | 0.06% | 693 | +2,815 | 35.6% | Q4 2025 | Feb 17, 2026 |
| VERITY Wealth Advisors | History | New | 10,635 | 759 | 0.47% | — | 694 | +10,635 | New | Q4 2025 | Jan 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 10,466 | 747 | 0.01% | 0.01% | 695 | +6 | 0.06% | Q4 2025 | Feb 05, 2026 |
| Blue Capital, Inc. | History | Reduced | 10,449 | 746 | 0.53% | 0.6% | 696 | -1,501 | -12.56% | Q4 2025 | Feb 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 10,418 | 743 | 0.03% | 0.04% | 697 | -2,014 | -16.2% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 10,398 | 742 | 0.03% | 0.03% | 698 | +70 | 0.68% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 10,363 | 740 | 0.02% | 0.03% | 699 | -522 | -4.8% | Q4 2025 | Jan 20, 2026 |
| Alta Wealth Advisors LLC | History | New | 10,356 | 739 | 0.25% | — | 701 | +10,356 | New | Q4 2025 | Feb 03, 2026 |
| Magnus Financial Group LLC | History | Reduced | 10,361 | 739 | 0.06% | 0.06% | 700 | -36 | -0.35% | Q4 2025 | Jan 07, 2026 |
| PFG Investments, LLC | History | Added to | 10,318 | 736 | 0.03% | 0.03% | 702 | +3,209 | 45.14% | Q4 2025 | Jan 26, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 10,131 | 733 | 0.02% | 0.01% | 703 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 10,222 | 729 | 0.32% | 0.35% | 704 | -1,545 | -13.13% | Q4 2025 | Feb 17, 2026 |
| Waldron Private Wealth LLC | History | Added to | 10,176 | 726 | 0.03% | 0.03% | 705 | +7 | 0.07% | Q4 2025 | Jan 14, 2026 |
| Kestra Investment Management, LLC | History | Added to | 10,140 | 724 | 0.02% | 0.01% | 706 | +3,243 | 47.02% | Q4 2025 | Feb 09, 2026 |
| Fisher Asset Management, LLC | History | Added to | 10,097 | 721 | 0.0% | 0.0% | 707 | +5,003 | 98.21% | Q4 2025 | Feb 09, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 10,101 | 721 | 0.04% | 0.04% | 708 | +100 | 1.0% | Q4 2025 | Jan 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 10,031 | 716 | 0.15% | 0.14% | 709 | +409 | 4.25% | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | New | 9,912 | 707 | 0.0% | — | 710 | +9,912 | New | Q4 2025 | Jan 28, 2026 |
| Aurelius Family Office LLC | History | Reduced | 9,704 | 704 | 0.3% | 0.34% | 711 | -1,722 | -15.07% | Q4 2025 | Jan 09, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 9,845 | 703 | 0.01% | 0.01% | 712 | +307 | 3.22% | Q4 2025 | Feb 10, 2026 |
| Stirlingshire Investments, Inc. | History | New | 9,778 | 698 | 0.62% | — | 713 | +9,778 | New | Q4 2025 | Feb 11, 2026 |
| ALTFEST L J & CO INC | History | Added to | 9,744 | 695 | 0.08% | 0.07% | 714 | +61 | 0.63% | Q4 2025 | Jan 23, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 9,725 | 694 | 0.01% | 0.01% | 715 | +578 | 6.32% | Q4 2025 | Feb 09, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 9,732 | 694 | 0.13% | 0.01% | 716 | -338 | -3.36% | Q4 2025 | Mar 04, 2026 |
| GWN SECURITIES INC. | History | Reduced | 9,711 | 693 | 0.14% | 0.19% | 717 | -2,489 | -20.4% | Q4 2025 | Feb 11, 2026 |
| Caprock Group, LLC | History | Reduced | 9,709 | 693 | 0.01% | 0.02% | 718 | -54 | -0.55% | Q4 2025 | Jan 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 9,697 | 692 | 0.01% | 0.01% | 719 | +5,458 | 128.76% | Q4 2025 | Feb 11, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 9,651 | 689 | 0.24% | 0.21% | 720 | +518 | 5.67% | Q4 2025 | Jan 30, 2026 |
| Pointe Capital Management LLC | History | Added to | 9,564 | 682 | 0.34% | 0.28% | 721 | +1,109 | 13.12% | Q4 2025 | Feb 17, 2026 |
| Centennial Advisors, LLC | History | New | 9,494 | 677 | 0.88% | — | 722 | +9,494 | New | Q4 2025 | Jan 22, 2026 |
| Aegis Wealth Management, Inc. | History | New | 9,430 | 673 | 0.53% | — | 725 | +9,430 | New | Q4 2025 | Feb 05, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 9,438 | 673 | 0.33% | 0.32% | 724 | +944 | 11.11% | Q4 2025 | Jan 26, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 9,437 | 673 | 0.29% | 0.28% | 723 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Bison Wealth, LLC | History | New | 9,433 | 671 | 0.08% | — | 726 | +9,433 | New | Q4 2025 | Mar 24, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 9,395 | 670 | 0.21% | 0.19% | 727 | +1,515 | 19.23% | Q4 2025 | Feb 10, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 9,330 | 666 | 0.11% | — | 728 | +9,330 | New | Q4 2025 | Feb 12, 2026 |
| Montis Financial, LLC | History | Added to | 9,303 | 664 | 0.13% | 0.12% | 729 | +1,682 | 22.07% | Q4 2025 | Feb 11, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 9,208 | 657 | 0.23% | 0.23% | 730 | -337 | -3.53% | Q4 2025 | Feb 04, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 9,118 | 651 | 0.01% | 0.01% | 731 | -284 | -3.02% | Q4 2025 | Feb 04, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 9,045 | 645 | 0.02% | 0.02% | 732 | -3,941 | -30.35% | Q4 2025 | Jan 22, 2026 |
| Fulcrum Equity Management | History | Reduced | 8,995 | 642 | 0.61% | 0.63% | 733 | -166 | -1.81% | Q4 2025 | Jan 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 8,998 | 642 | 0.11% | 0.11% | 734 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Lodestone Wealth Management LLC | History | No change | 8,982 | 641 | 0.26% | 0.27% | 735 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 8,885 | 634 | 0.03% | 0.03% | 736 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Innova Wealth Partners | History | Added to | 8,865 | 633 | 0.32% | 0.3% | 738 | +570 | 6.87% | Q4 2025 | Jan 07, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 8,872 | 633 | 0.34% | 0.34% | 737 | +1 | 0.01% | Q4 2025 | Feb 18, 2026 |
| Walleye Partners, LLC | History | New | 8,769 | 626 | 0.7% | — | 740 | +8,769 | New | Q4 2025 | Jan 28, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 8,772 | 626 | 0.05% | 0.05% | 739 | -792 | -8.28% | Q4 2025 | Feb 17, 2026 |
| Facet Wealth, Inc. | History | Added to | 8,334 | 625 | 0.01% | 0.01% | 741 | +3,040 | 57.42% | Q4 2025 | Jan 29, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 8,706 | 621 | 0.08% | — | 742 | +8,706 | New | Q4 2025 | Feb 10, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 8,666 | 618 | 0.0% | 0.0% | 743 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 8,650 | 617 | 0.03% | 0.02% | 744 | -125 | -1.42% | Q4 2025 | Jan 27, 2026 |
| Essex Bank | History | Reduced | 8,621 | 615 | 0.13% | 0.13% | 745 | -12 | -0.14% | Q4 2025 | Feb 02, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 8,569 | 611 | 0.07% | 0.09% | 746 | -1,998 | -18.91% | Q4 2025 | Feb 17, 2026 |
| Argent Advisors, Inc. | History | Added to | 8,500 | 607 | 0.17% | 0.16% | 747 | +587 | 7.42% | Q4 2025 | Feb 11, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 8,481 | 605 | 0.34% | 0.36% | 748 | +92 | 1.1% | Q4 2025 | Feb 03, 2026 |
| Curi Capital, LLC | History | Added to | 8,453 | 603 | 0.01% | 0.01% | 749 | +547 | 6.92% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 8,409 | 600 | 0.03% | 0.03% | 750 | +36 | 0.43% | Q4 2025 | Feb 05, 2026 |
| MidWestOne Financial Group, Inc. | History | Reduced | 8,321 | 594 | 0.07% | 0.07% | 751 | -598 | -6.7% | Q4 2025 | Feb 12, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 8,269 | 590 | 0.1% | 0.1% | 752 | -360 | -4.17% | Q4 2025 | Feb 11, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 8,255 | 589 | 0.02% | 0.02% | 753 | +725 | 9.63% | Q4 2025 | Jan 23, 2026 |
| Visionary Wealth Advisors | History | Added to | 8,202 | 585 | 0.03% | 0.03% | 754 | +17 | 0.21% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 8,176 | 583 | 0.17% | 0.16% | 755 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| LongView Wealth Management | History | Added to | 7,992 | 582 | 0.14% | 0.07% | 756 | +4,002 | 100.3% | Q4 2025 | Jan 13, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 8,093 | 577 | 0.42% | 0.46% | 757 | -581 | -6.7% | Q4 2025 | Jan 20, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | New | 8,073 | 576 | 0.09% | — | 758 | +8,073 | New | Q4 2025 | Feb 11, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 7,970 | 569 | 0.13% | — | 759 | +7,970 | New | Q4 2025 | Jan 26, 2026 |
| Red Tortoise LLC | History | No change | 7,966 | 568 | 0.24% | 0.23% | 760 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 7,859 | 567 | 0.12% | 0.11% | 761 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NBT BANK N A /NY | History | Added to | 71 | 565 | 0.04% | 0.04% | 762 | +3 | 4.41% | Q4 2025 | Jan 23, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 7,854 | 560 | 0.17% | 0.17% | 764 | +88 | 1.13% | Q4 2025 | Jan 16, 2026 |
| CGN Advisors LLC | History | Added to | 7,844 | 560 | 0.04% | 0.04% | 763 | +8 | 0.1% | Q4 2025 | Jan 05, 2026 |
| Algorithmic Investment Models, LLC | History | New | 7,728 | 551 | 0.68% | — | 765 | +7,728 | New | Q4 2025 | Feb 10, 2026 |
| First Citizens Asset Management, Inc. | History | Reduced | 7,700 | 549 | 0.19% | 0.2% | 766 | -531 | -6.45% | Q4 2025 | Feb 05, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 7,663 | 547 | 0.25% | 0.29% | 767 | -631 | -7.61% | Q4 2025 | Jan 26, 2026 |
| Friday Financial | History | Added to | 7,651 | 546 | 0.19% | 0.09% | 768 | +4,647 | 154.69% | Q4 2025 | Jan 09, 2026 |
| ORG Wealth Partners, LLC | History | Reduced | 7,632 | 545 | 0.13% | 0.11% | 769 | -66 | -0.86% | Q4 2025 | Jan 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 7,601 | 542 | 0.21% | 0.22% | 770 | +736 | 10.72% | Q4 2025 | Feb 06, 2026 |
| Balance Wealth, LLC | History | Added to | 7,549 | 539 | 0.17% | 0.13% | 771 | +1 | 0.01% | Q4 2025 | Jan 21, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 7,505 | 535 | 0.16% | 0.48% | 772 | +328 | 4.57% | Q4 2025 | Feb 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 7,486 | 534 | 0.01% | 0.01% | 774 | +20 | 0.27% | Q4 2025 | Feb 03, 2026 |
| Palisade Asset Management, LLC | History | No change | 7,482 | 534 | 0.05% | 0.05% | 773 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 7,463 | 533 | 1.01% | — | 775 | +7,463 | New | Q4 2025 | Feb 18, 2026 |
| Elevation Wealth Management LLC | History | New | 7,426 | 530 | 0.51% | — | 776 | +7,426 | New | Q4 2025 | Feb 12, 2026 |
| American Trust | History | Reduced | 7,395 | 528 | 0.04% | 0.05% | 777 | -891 | -10.75% | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | Added to | 7,345 | 524 | 0.03% | 0.03% | 778 | +99 | 1.37% | Q4 2025 | Feb 10, 2026 |
| Midwest Trust Co | History | Added to | 7,324 | 523 | 0.01% | 0.01% | 779 | +1,332 | 22.23% | Q4 2025 | Feb 04, 2026 |
| Michels Family Financial, LLC | History | Added to | 7,322 | 522 | 0.38% | 0.38% | 780 | +207 | 2.91% | Q4 2025 | Feb 19, 2026 |
| Tranquility Partners, LLC | History | No change | 7,293 | 520 | 0.19% | 0.17% | 781 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LANE BROTHERS & CO INC | History | New | 7,242 | 517 | 0.37% | — | 782 | +7,242 | New | Q4 2025 | Mar 13, 2026 |
| Continuum Advisory, LLC | History | Reduced | 7,209 | 514 | 0.05% | 0.06% | 783 | -864 | -10.7% | Q4 2025 | Feb 11, 2026 |
| Fortis Capital Management LLC | History | New | 7,180 | 512 | 0.07% | — | 784 | +7,180 | New | Q4 2025 | Feb 13, 2026 |
| Legacy Edge Advisors, LLC | History | New | 7,074 | 505 | 0.06% | — | 785 | +7,074 | New | Q4 2025 | Feb 02, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 7,063 | 504 | 0.01% | 0.01% | 786 | +843 | 13.55% | Q4 2025 | Feb 10, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 7,006 | 500 | 0.24% | 0.26% | 787 | -541 | -7.17% | Q4 2025 | Feb 13, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 6,985 | 498 | 0.03% | 0.03% | 788 | -1,815 | -20.63% | Q4 2025 | Jan 27, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 6,948 | 496 | 1.11% | 1.06% | 789 | +144 | 2.12% | Q4 2025 | Feb 13, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 6,938 | 495 | 0.07% | 0.06% | 790 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 6,904 | 493 | 0.08% | 0.07% | 791 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Bedminster, LLC | History | New | 6,893 | 492 | 0.45% | — | 792 | +6,893 | New | Q4 2025 | Feb 05, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 6,856 | 489 | 0.15% | 0.13% | 793 | +813 | 13.45% | Q4 2025 | Jan 23, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 6,820 | 487 | 0.13% | 0.13% | 794 | -366 | -5.09% | Q4 2025 | Jan 14, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 6,823 | 487 | 0.19% | 0.19% | 795 | +55 | 0.81% | Q4 2025 | Apr 21, 2026 |
| Summit Financial, LLC | History | Reduced | 6,801 | 485 | 0.01% | 0.01% | 797 | -2,309 | -25.35% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 6,796 | 485 | 0.01% | 0.01% | 796 | +103 | 1.54% | Q4 2025 | Jan 07, 2026 |
| Fermata Advisors, LLC | History | Reduced | 6,732 | 480 | 0.12% | 0.12% | 798 | -27 | -0.4% | Q4 2025 | Jan 08, 2026 |
| Krilogy Financial LLC | History | Added to | 6,429 | 477 | 0.02% | 0.02% | 799 | +35 | 0.55% | Q4 2025 | Jan 27, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 6,663 | 475 | 0.12% | 0.08% | 800 | +1,543 | 30.14% | Q4 2025 | Jan 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 6,647 | 474 | 0.03% | 0.02% | 801 | +1,123 | 20.33% | Q4 2025 | Feb 05, 2026 |
| Well Done, LLC | History | Added to | 6,605 | 471 | 0.07% | 0.07% | 802 | +150 | 2.32% | Q4 2025 | Jan 13, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 6,575 | 469 | 0.09% | 0.08% | 803 | +172 | 2.69% | Q4 2025 | Jan 12, 2026 |
| Hidden Cove Wealth Management, LLC | History | Added to | 6,561 | 468 | 0.3% | 0.22% | 804 | +1,739 | 36.06% | Q4 2025 | Feb 02, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 6,420 | 458 | 0.13% | 0.15% | 805 | -1,459 | -18.52% | Q4 2025 | Feb 06, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 6,415 | 458 | 0.32% | 0.32% | 806 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 6,337 | 452 | 0.1% | 0.1% | 807 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 6,324 | 451 | 0.02% | 0.02% | 808 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 6,309 | 450 | 0.13% | 0.11% | 809 | +877 | 16.15% | Q4 2025 | Feb 04, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 6,293 | 449 | 0.1% | 0.1% | 810 | +659 | 11.7% | Q4 2025 | Feb 02, 2026 |
| Pines Wealth Management, LLC | History | Added to | 6,295 | 449 | 0.15% | 0.14% | 811 | +292 | 4.86% | Q4 2025 | Feb 02, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 6,279 | 448 | 0.02% | 0.03% | 812 | -479 | -7.09% | Q4 2025 | Jan 20, 2026 |
| Northwest Bancshares, Inc. | History | No change | 6,283 | 448 | 0.09% | 0.07% | 813 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 6,222 | 444 | 0.13% | 0.15% | 814 | -622 | -9.09% | Q4 2025 | Jan 22, 2026 |
| AlTi Global, Inc. | History | No change | 6,205 | 443 | 0.01% | 0.01% | 815 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 6,200 | 442 | 0.0% | — | 816 | +6,200 | New | Q4 2025 | Feb 17, 2026 |
| Trust Point Inc. | History | Added to | 6,202 | 442 | 0.03% | 0.03% | 817 | +353 | 6.04% | Q4 2025 | Jan 13, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 6,181 | 441 | 0.04% | 0.04% | 818 | -618 | -9.09% | Q4 2025 | Feb 10, 2026 |
| Copia Wealth Management | History | Added to | 6,189 | 441 | 0.32% | 0.3% | 819 | +273 | 4.61% | Q4 2025 | Feb 06, 2026 |
| Vantage Point Financial LLC | History | Added to | 6,174 | 440 | 0.16% | 0.08% | 821 | +3,079 | 99.48% | Q4 2025 | Feb 02, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 6,167 | 440 | 0.02% | 0.02% | 820 | +136 | 2.26% | Q4 2025 | Jan 21, 2026 |
| Wright Wealth LLC | History | New | 6,151 | 439 | 0.29% | — | 823 | +6,151 | New | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 6,150 | 439 | 0.02% | 0.02% | 822 | -82 | -1.32% | Q4 2025 | Feb 04, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 6,082 | 435 | 0.42% | — | 824 | +6,082 | New | Q4 2025 | Feb 17, 2026 |
| Hobart Private Capital, LLC | History | Added to | 6,072 | 433 | 0.08% | 0.08% | 825 | +742 | 13.92% | Q4 2025 | Jan 27, 2026 |
| Inspire Advisors, LLC | History | Added to | 6,063 | 432 | 0.04% | 0.03% | 826 | +1,190 | 24.42% | Q4 2025 | Feb 13, 2026 |
| Alpine Bank Wealth Management | History | New | 6,039 | 431 | 0.06% | — | 827 | +6,039 | New | Q4 2025 | Jan 15, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 5,972 | 426 | 0.04% | 0.04% | 828 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 5,962 | 425 | 0.01% | 0.01% | 829 | -7,156 | -54.55% | Q4 2025 | Feb 05, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 5,941 | 424 | 0.04% | 0.06% | 830 | -1,670 | -21.94% | Q4 2025 | Feb 05, 2026 |
| Vident Advisory, LLC | History | Reduced | 5,917 | 422 | 0.0% | 0.0% | 831 | -1,452 | -19.7% | Q4 2025 | Feb 18, 2026 |
| Americana Partners, LLC | History | Added to | 5,910 | 422 | 0.01% | 0.01% | 832 | +386 | 6.99% | Q4 2025 | Feb 06, 2026 |
| Foundry Financial Group, Inc. | History | No change | 5,878 | 419 | 0.21% | 0.21% | 833 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Hilltop National Bank | History | No change | 5,876 | 419 | 0.1% | 0.1% | 834 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CAP Partners, LLC | History | Reduced | 5,826 | 416 | 0.24% | 0.23% | 835 | -156 | -2.61% | Q4 2025 | Feb 04, 2026 |
| Golden State Equity Partners | History | Added to | 5,821 | 415 | 0.07% | 0.05% | 836 | +1,543 | 36.07% | Q4 2025 | Jan 29, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 5,810 | 414 | 0.03% | 0.03% | 837 | +224 | 4.01% | Q4 2025 | Feb 20, 2026 |
| Sequent Planning LLC | History | New | 5,788 | 413 | 0.11% | — | 838 | +5,788 | New | Q4 2025 | Feb 05, 2026 |
| Citizens Business Bank | History | No change | 5,756 | 411 | 0.07% | 0.07% | 839 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Capstone Wealth Management, LLC | History | No change | 5,769 | 411 | 0.3% | 0.3% | 840 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Hippocratic Financial Advisors, LLC | History | No change | 5,755 | 410 | 0.19% | 0.19% | 841 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 5,718 | 408 | 0.14% | 0.13% | 842 | -516 | -8.28% | Q4 2025 | Jan 13, 2026 |
| CONNING INC. | History | No change | 5,670 | 404 | 0.01% | 0.01% | 843 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 5,632 | 402 | 0.03% | 0.04% | 844 | -2,082 | -26.99% | Q4 2025 | Feb 04, 2026 |
| DGS Capital Management, LLC | History | Reduced | 5,633 | 402 | 0.07% | 0.07% | 845 | -374 | -6.23% | Q4 2025 | Feb 24, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 5,640 | 402 | 0.06% | 0.06% | 846 | -20 | -0.35% | Q4 2025 | Jan 23, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 5,624 | 401 | 0.16% | 0.16% | 847 | -86 | -1.51% | Q4 2025 | Jan 09, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 5,585 | 398 | 0.01% | 0.01% | 848 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | New | 5,523 | 394 | 0.01% | — | 849 | +5,523 | New | Q4 2025 | Feb 04, 2026 |
| Wharton Business Group, LLC | History | No change | 5,515 | 393 | 0.01% | 0.02% | 850 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 5,488 | 391 | 0.09% | 0.08% | 851 | +716 | 15.0% | Q4 2025 | Jan 09, 2026 |
| REAP Financial Group, LLC | History | Reduced | 5,471 | 390 | 0.08% | 0.08% | 852 | -303 | -5.25% | Q4 2025 | Feb 10, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 5,456 | 389 | 0.03% | 0.03% | 853 | -95 | -1.71% | Q4 2025 | Feb 23, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 5,432 | 387 | 0.07% | 0.07% | 854 | -62 | -1.13% | Q4 2025 | Jan 16, 2026 |
| Intelligence Driven Advisers, LLC | History | No change | 5,414 | 386 | 0.06% | 0.05% | 855 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 5,391 | 384 | 0.0% | 0.01% | 856 | -100,041 | -94.89% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 5,369 | 383 | 0.02% | 0.02% | 857 | -645 | -10.72% | Q4 2025 | Feb 17, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 5,350 | 382 | 0.73% | 0.43% | 858 | +283 | 5.59% | Q4 2025 | Jan 21, 2026 |
| HUB Investment Partners, LLC | History | Added to | 5,324 | 380 | 0.01% | 0.01% | 859 | +702 | 15.19% | Q4 2025 | Feb 17, 2026 |
| TritonPoint Partners, LLC | History | New | 5,270 | 376 | 0.2% | — | 862 | +5,270 | New | Q4 2025 | Feb 13, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 5,220 | 376 | 0.23% | 0.24% | 861 | -240 | -4.4% | Q4 2025 | Jan 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 5,269 | 376 | 0.03% | 0.03% | 860 | +49 | 0.94% | Q4 2025 | Feb 17, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 5,262 | 375 | 0.03% | 0.03% | 863 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 5,245 | 374 | 0.08% | 0.13% | 864 | -3,068 | -36.91% | Q4 2025 | Jan 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,233 | 373 | 0.02% | 0.02% | 865 | +220 | 4.39% | Q4 2025 | Jan 26, 2026 |
| BESSEMER GROUP INC | History | Added to | 5,193 | 372 | 0.0% | 0.0% | 866 | +2,500 | 92.83% | Q4 2025 | Feb 05, 2026 |
| Trilogy Capital Inc. | History | Added to | 5,203 | 371 | 0.02% | 0.02% | 867 | +75 | 1.46% | Q4 2025 | Jan 22, 2026 |
| Sage Mountain Advisors LLC | History | No change | 5,199 | 371 | 0.02% | 0.02% | 868 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 5,187 | 370 | 0.35% | 0.29% | 869 | +666 | 14.73% | Q4 2025 | Jan 27, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 5,132 | 366 | 0.04% | 0.04% | 870 | -59 | -1.14% | Q4 2025 | Jan 27, 2026 |
| Brand Asset Management Group, Inc. | History | New | 5,114 | 365 | 0.1% | — | 871 | +5,114 | New | Q4 2025 | Feb 11, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 5,107 | 364 | 0.09% | 0.1% | 872 | -478 | -8.56% | Q4 2025 | Jan 23, 2026 |
| Indie Asset Partners, LLC | History | New | 5,022 | 358 | 0.4% | — | 873 | +5,022 | New | Q4 2025 | Feb 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,993 | 356 | 0.0% | 0.0% | 874 | +735 | 17.26% | Q4 2025 | Jan 21, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 4,981 | 355 | 0.26% | — | 877 | +4,981 | New | Q4 2025 | Mar 04, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 4,977 | 355 | 0.3% | — | 876 | +4,977 | New | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,980 | 355 | 0.02% | 0.03% | 875 | -59 | -1.17% | Q4 2025 | Feb 03, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 4,970 | 354 | 0.09% | 0.1% | 879 | -362 | -6.79% | Q4 2025 | Jan 23, 2026 |
| Opes Wealth Management LLC | History | No change | 4,958 | 354 | 0.06% | 0.06% | 878 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 4,961 | 354 | 0.22% | 0.22% | 880 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 4,917 | 351 | 0.02% | 0.02% | 881 | -236 | -4.58% | Q4 2025 | Jan 29, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 4,887 | 348 | 0.06% | 0.06% | 882 | -465 | -8.69% | Q4 2025 | Feb 17, 2026 |
| RHS Financial, LLC | History | Reduced | 4,867 | 347 | 0.17% | 0.19% | 883 | -410 | -7.77% | Q4 2025 | Jan 16, 2026 |
| Wedmont Private Capital | History | Added to | 4,816 | 346 | 0.01% | 0.01% | 884 | +77 | 1.62% | Q4 2025 | Jan 08, 2026 |
| Integrated Wealth Management | History | New | 4,825 | 344 | 0.39% | — | 885 | +4,825 | New | Q4 2025 | Mar 03, 2026 |
| Van Diest Capital, LLC | History | New | 4,788 | 341 | 0.51% | — | 886 | +4,788 | New | Q4 2025 | Feb 19, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 4,700 | 335 | 0.08% | 0.09% | 887 | -300 | -6.0% | Q4 2025 | Feb 06, 2026 |
| Curated Wealth Partners LLC | History | New | 4,639 | 331 | 0.04% | — | 888 | +4,639 | New | Q4 2025 | Jan 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 4,640 | 331 | 0.12% | 0.11% | 889 | +103 | 2.27% | Q4 2025 | Jan 09, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 4,643 | 331 | 0.34% | 0.27% | 890 | +52 | 1.13% | Q4 2025 | Jan 16, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 4,614 | 329 | 0.1% | 0.11% | 891 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| NOVEM GROUP | History | Added to | 4,598 | 328 | 0.04% | 0.03% | 892 | +276 | 6.39% | Q4 2025 | Jan 27, 2026 |
| FIDELITY D & D BANCORP INC | History | Reduced | 4,581 | 327 | 0.14% | 0.18% | 893 | -311 | -6.36% | Q4 2025 | Feb 09, 2026 |
| New Republic Capital, LLC | History | Reduced | 4,583 | 327 | 0.09% | 0.1% | 894 | -66 | -1.42% | Q4 2025 | Feb 10, 2026 |
| Advisors Capital Management, LLC | History | New | 4,555 | 325 | 0.0% | — | 896 | +4,555 | New | Q4 2025 | Jan 29, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 4,561 | 325 | 0.01% | 0.01% | 897 | -355 | -7.22% | Q4 2025 | Feb 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | Added to | 4,565 | 325 | 0.08% | 0.08% | 895 | +1 | 0.02% | Q4 2025 | Feb 12, 2026 |
| Veracity Capital LLC | History | Added to | 4,543 | 324 | 0.1% | 0.09% | 898 | +323 | 7.65% | Q4 2025 | Jan 29, 2026 |
| Calamos Wealth Management LLC | History | New | 4,519 | 322 | 0.01% | — | 899 | +4,519 | New | Q4 2025 | Jan 29, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 4,435 | 316 | 0.11% | 0.11% | 901 | -70 | -1.55% | Q4 2025 | Jan 27, 2026 |
| Hirtle Callaghan & Co LLC | History | No change | 4,428 | 316 | 0.01% | 0.01% | 900 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Glenview Trust Co | History | New | 4,419 | 315 | 0.0% | — | 903 | +4,419 | New | Q4 2025 | Feb 09, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 4,421 | 315 | 0.03% | 0.03% | 902 | -238 | -5.11% | Q4 2025 | Jan 30, 2026 |
| NIXON PEABODY TRUST CO | History | New | 4,352 | 310 | 0.02% | — | 904 | +4,352 | New | Q4 2025 | Feb 06, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 4,334 | 309 | 0.06% | — | 905 | +4,334 | New | Q4 2025 | Feb 13, 2026 |
| Networth Advisors, LLC | History | New | 4,267 | 304 | 0.22% | — | 906 | +4,267 | New | Q4 2025 | Jan 22, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 4,247 | 303 | 0.07% | 0.07% | 907 | -140 | -3.19% | Q4 2025 | Feb 11, 2026 |
| Engineers Gate Manager LP | History | New | 4,243 | 302 | 0.0% | — | 908 | +4,243 | New | Q4 2025 | Feb 17, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 4,190 | 299 | 0.05% | 0.04% | 909 | +1,061 | 33.91% | Q4 2025 | Feb 10, 2026 |
| SACHEM HILL LLC | History | No change | 4,133 | 295 | 0.06% | 0.06% | 910 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EJMK Ventures LLC | History | New | 4,112 | 293 | 0.18% | — | 912 | +4,112 | New | Q4 2025 | Mar 03, 2026 |
| Arlington Trust Co LLC | History | No change | 4,114 | 293 | 0.03% | 0.05% | 911 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 4,095 | 292 | 0.03% | 0.03% | 913 | +31 | 0.76% | Q4 2025 | Feb 13, 2026 |
| Obermeyer Wealth Partners | History | Added to | 4,076 | 291 | 0.01% | 0.01% | 914 | +264 | 6.93% | Q4 2025 | Jan 29, 2026 |
| LVW Advisors, LLC | History | No change | 4,086 | 291 | 0.03% | 0.03% | 915 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FOCUSED ALPHA, LLC | History | New | 4,048 | 289 | 0.08% | — | 916 | +4,048 | New | Q4 2025 | Feb 13, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 4,007 | 286 | 0.28% | — | 917 | +4,007 | New | Q4 2025 | Feb 03, 2026 |
| Wilian Securities, LLC | History | New | 3,954 | 282 | 0.3% | — | 919 | +3,954 | New | Q4 2025 | Feb 06, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 3,949 | 282 | 0.08% | 0.09% | 918 | -1,197 | -23.26% | Q4 2025 | Feb 06, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 3,942 | 281 | 0.06% | 0.06% | 920 | +32 | 0.82% | Q4 2025 | Jan 15, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 3,928 | 280 | 0.2% | 0.01% | 921 | +3,750 | 2106.74% | Q4 2025 | Jan 21, 2026 |
| Versant Capital Management, Inc | History | No change | 3,905 | 278 | 0.03% | 0.04% | 922 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 3,858 | 275 | 0.02% | 0.02% | 923 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 3,825 | 273 | 0.0% | 0.0% | 924 | -160 | -4.02% | Q4 2025 | Feb 12, 2026 |
| Broussard Financial Group LLC | History | New | 3,804 | 271 | 0.22% | — | 925 | +3,804 | New | Q4 2025 | Feb 02, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 3,778 | 269 | 0.18% | — | 927 | +3,778 | New | Q4 2025 | Feb 03, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 3,772 | 269 | 0.0% | — | 926 | +3,772 | New | Q4 2025 | Feb 18, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 3,729 | 266 | 0.0% | — | 928 | +3,729 | New | Q4 2025 | Feb 17, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 3,717 | 265 | 0.06% | 0.06% | 929 | -109 | -2.85% | Q4 2025 | Feb 04, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 3,695 | 263 | 0.01% | 0.01% | 930 | +695 | 23.17% | Q4 2025 | Feb 09, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 3,664 | 261 | 0.09% | — | 936 | +3,664 | New | Q4 2025 | Feb 12, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 3,663 | 261 | 0.02% | 0.01% | 935 | +260 | 7.64% | Q4 2025 | Feb 18, 2026 |
| Urban Financial Advisory Corp | History | Added to | 3,668 | 261 | 0.1% | 0.11% | 934 | +82 | 2.29% | Q4 2025 | Feb 04, 2026 |
| Vickerman Investment Advisors, Inc. | History | No change | 3,657 | 261 | 0.05% | 0.05% | 931 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MKT Advisors LLC | History | No change | 3,605 | 261 | 0.09% | 0.09% | 932 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Team Hewins, LLC | History | No change | 3,665 | 261 | 0.08% | 0.08% | 933 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Aurdan Capital Management, LLC | History | No change | 3,647 | 260 | 0.08% | 0.08% | 937 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Global View Capital Management LLC | History | New | 3,631 | 259 | 0.05% | — | 938 | +3,631 | New | Q4 2025 | Jan 14, 2026 |
| OneAscent Financial Services LLC | History | New | 3,603 | 257 | 0.02% | — | 940 | +3,603 | New | Q4 2025 | Feb 11, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 3,602 | 257 | 0.0% | 0.0% | 939 | -484 | -11.85% | Q4 2025 | Feb 05, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 3,612 | 257 | 0.14% | 0.13% | 941 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Radnor Capital Management, LLC | History | No change | 3,561 | 254 | 0.04% | 0.04% | 942 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | No change | 3,565 | 254 | 0.01% | 0.01% | 943 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BDFS Capital LLC | History | New | 3,548 | 253 | 0.13% | — | 946 | +3,548 | New | Q4 2025 | Feb 26, 2026 |
| Frontier Asset Management, LLC | History | Added to | 3,546 | 253 | 0.06% | 0.06% | 944 | +269 | 8.21% | Q4 2025 | Feb 04, 2026 |
| Pacific Asset Management, LLC | History | Added to | 3,543 | 253 | 0.15% | 0.16% | 945 | +78 | 2.25% | Q4 2025 | Jan 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,529 | 252 | 0.0% | 0.03% | 947 | -736,220 | -99.52% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | Added to | 3,528 | 251 | 0.0% | 0.0% | 948 | +48 | 1.38% | Q4 2025 | Feb 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 3,497 | 249 | 0.07% | 0.12% | 950 | -2,273 | -39.39% | Q4 2025 | Feb 10, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 3,500 | 249 | 0.02% | 0.02% | 949 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cambridge Financial Group, LLC | History | No change | 4,589 | 248 | 0.09% | 0.1% | 951 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | New | 3,463 | 247 | 0.01% | — | 952 | +3,463 | New | Q4 2025 | Feb 03, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 3,448 | 246 | 0.09% | 0.08% | 955 | +368 | 11.95% | Q4 2025 | Jan 30, 2026 |
| DAVIDSON TRUST CO | History | Added to | 3,451 | 246 | 0.1% | 0.09% | 953 | +195 | 5.99% | Q4 2025 | Jan 27, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 3,451 | 246 | 0.01% | 0.01% | 954 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AA Financial Advisors, LLC | History | New | 3,438 | 245 | 0.05% | — | 957 | +3,438 | New | Q4 2025 | Jan 14, 2026 |
| Peak Planning Group, LLC | History | New | 3,433 | 245 | 0.07% | — | 958 | +3,433 | New | Q4 2025 | Feb 13, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 3,440 | 245 | 0.04% | 0.04% | 956 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 3,405 | 243 | 0.02% | 0.02% | 959 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FineMark National Bank & Trust | History | No change | 3,390 | 242 | 0.01% | 0.01% | 960 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| REGIONS FINANCIAL CORP | History | New | 3,349 | 239 | 0.0% | — | 961 | +3,349 | New | Q4 2025 | Jan 27, 2026 |
| Simmons Bank | History | New | 3,346 | 238 | 0.02% | — | 962 | +3,346 | New | Q4 2025 | Feb 05, 2026 |
| Valmark Advisers, Inc. | History | New | 3,331 | 237 | 0.0% | — | 963 | +3,331 | New | Q4 2025 | Jan 26, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 3,309 | 236 | 0.08% | 0.08% | 964 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| VANGUARD GROUP INC | History | Reduced | 3,304 | 235 | 0.0% | 0.0% | 965 | -21 | -0.63% | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,298 | 235 | 0.0% | 0.0% | 966 | -12 | -0.36% | Q4 2025 | Feb 17, 2026 |
| Asset One Wealth Management LLC | History | New | 3,087 | 234 | 0.03% | — | 967 | +3,087 | New | Q4 2025 | Feb 17, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 3,265 | 233 | 0.04% | 0.04% | 968 | -19 | -0.58% | Q4 2025 | Feb 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 3,262 | 232 | 0.02% | 0.02% | 969 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NICOLET BANKSHARES INC | History | No change | 3,238 | 231 | 0.04% | 0.04% | 970 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CFO4Life Group, LLC | History | Reduced | 3,231 | 230 | 0.03% | 0.03% | 971 | -121 | -3.61% | Q4 2025 | Feb 06, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 3,227 | 230 | 0.05% | 0.05% | 972 | +51 | 1.61% | Q4 2025 | Feb 05, 2026 |
| Fortis Advisors, LLC | History | Reduced | 3,215 | 229 | 0.12% | 0.12% | 973 | -2 | -0.06% | Q4 2025 | Feb 10, 2026 |
| Stone Summit Wealth LLC | History | No change | 3,213 | 229 | 0.06% | 0.06% | 974 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 3,168 | 226 | 0.03% | 0.03% | 975 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clarity Financial LLC | History | No change | 3,145 | 224 | 0.02% | 0.02% | 976 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rollins Financial Advisors, LLC | History | New | 3,133 | 223 | 0.03% | — | 978 | +3,133 | New | Q4 2025 | Feb 04, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 3,136 | 223 | 0.16% | 0.16% | 979 | +70 | 2.28% | Q4 2025 | Feb 11, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 3,132 | 223 | 0.09% | 0.09% | 977 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 3,111 | 222 | 0.02% | 0.02% | 980 | -40 | -1.27% | Q4 2025 | Feb 17, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 3,109 | 221 | 0.06% | 0.06% | 981 | +27 | 0.88% | Q4 2025 | Jan 07, 2026 |
| Optimist Retirement Group LLC | History | No change | 3,105 | 221 | 0.1% | 0.09% | 982 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 3,090 | 220 | 0.01% | 0.01% | 984 | -161 | -4.95% | Q4 2025 | Jan 06, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 3,084 | 220 | 0.04% | 0.04% | 983 | -139 | -4.31% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 3,079 | 219 | 0.0% | — | 986 | +3,079 | New | Q4 2025 | Feb 19, 2026 |
| Oder Investment Management, LLC | History | Added to | 3,074 | 219 | 0.16% | 0.15% | 985 | +39 | 1.29% | Q4 2025 | Feb 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 3,062 | 218 | 0.02% | 0.03% | 987 | -282 | -8.43% | Q4 2025 | Jan 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 3,028 | 216 | 0.0% | 0.0% | 989 | +97 | 3.31% | Q4 2025 | Jan 22, 2026 |
| WASHINGTON TRUST Co | History | No change | 3,031 | 216 | 0.01% | 0.01% | 988 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FULTON BANK, N.A. | History | New | 3,023 | 215 | 0.01% | — | 990 | +3,023 | New | Q4 2025 | Jan 08, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | New | 3,023 | 215 | 0.12% | — | 991 | +3,023 | New | Q4 2025 | Feb 17, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 3,005 | 214 | 0.15% | 0.14% | 992 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Apollon Financial, LLC | History | New | 2,993 | 213 | 0.03% | — | 995 | +2,993 | New | Q4 2025 | Jan 22, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 2,992 | 213 | 0.03% | 0.04% | 993 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FLC Capital Advisors | History | No change | 2,984 | 213 | 0.04% | 0.04% | 994 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 2,931 | 209 | 0.07% | 0.05% | 996 | +2,576 | 725.63% | Q4 2025 | Jan 20, 2026 |
| Atlas Brown,Inc. | History | Reduced | 2,936 | 209 | 0.06% | 0.07% | 997 | -327 | -10.02% | Q4 2025 | Jan 09, 2026 |
| Vantage Financial Partners, LLC | History | New | 2,924 | 208 | 0.04% | — | 998 | +2,924 | New | Q4 2025 | Feb 03, 2026 |
| Western Financial Corp/CA | History | Reduced | 2,917 | 208 | 0.08% | 0.13% | 1000 | -1,652 | -36.16% | Q4 2025 | Jan 21, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 2,913 | 208 | 0.02% | 0.03% | 999 | -849 | -22.57% | Q4 2025 | Feb 04, 2026 |
| Capital Investment Advisors, LLC | History | New | 2,905 | 207 | 0.0% | — | 1001 | +2,905 | New | Q4 2025 | Jan 13, 2026 |
| Shearwater Capital LLC | History | New | 2,898 | 206 | 0.12% | — | 1003 | +2,898 | New | Q4 2025 | Jan 13, 2026 |
| WASHINGTON TRUST BANK | History | New | 2,892 | 206 | 0.01% | — | 1002 | +2,892 | New | Q4 2025 | Feb 04, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | Reduced | 2,890 | 206 | 0.22% | 0.25% | 1004 | -272 | -8.6% | Q4 2025 | Jan 14, 2026 |
| Brooklyn Investment Group | History | New | 2,879 | 205 | 0.01% | — | 1006 | +2,879 | New | Q4 2025 | Feb 12, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 2,872 | 205 | 0.05% | 0.06% | 1005 | -873 | -23.31% | Q4 2025 | Jan 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 2,857 | 204 | 0.05% | — | 1009 | +2,857 | New | Q4 2025 | Feb 02, 2026 |
| Summit Global Investments | History | New | 2,855 | 204 | 0.01% | — | 1008 | +2,855 | New | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 2,858 | 204 | 0.01% | 0.02% | 1007 | -1,165 | -28.96% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,860 | 204 | 0.0% | 0.0% | 1010 | -259 | -8.3% | Q4 2025 | Feb 12, 2026 |
| JMG Financial Group, Ltd. | History | New | 2,847 | 203 | 0.01% | — | 1011 | +2,847 | New | Q4 2025 | Feb 10, 2026 |
| Integrity Wealth Solutions LLC | History | New | 2,834 | 202 | 0.08% | — | 1012 | +2,834 | New | Q4 2025 | Feb 02, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 2,820 | 201 | 0.06% | 0.05% | 1013 | -325 | -10.33% | Q4 2025 | Feb 03, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | New | 2,512 | 200 | 0.12% | — | 1014 | +2,512 | New | Q4 2025 | Feb 27, 2026 |
| Providence Capital Advisors, LLC | History | No change | 2,774 | 198 | 0.03% | 0.03% | 1015 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 2,772 | 197 | 0.01% | 0.01% | 1016 | +655 | 30.94% | Q4 2025 | Jan 05, 2026 |
| BAYBAN | History | New | 2,639 | 188 | 0.17% | — | 1017 | +2,639 | New | Q4 2025 | Mar 05, 2026 |
| HORIZON BANCORP INC /IN/ | History | Added to | 2,559 | 183 | 0.09% | 0.08% | 1018 | +39 | 1.55% | Q4 2025 | Feb 11, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,576 | 183 | 0.04% | 0.04% | 1019 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 2,517 | 179 | 0.01% | 0.01% | 1020 | -87 | -3.34% | Q4 2025 | Jan 07, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 2,495 | 178 | 0.15% | 0.15% | 1021 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | New | 2,460 | 175 | 0.01% | — | 1023 | +2,460 | New | Q4 2025 | Feb 17, 2026 |
| Balentine LLC | History | No change | 2,462 | 175 | 0.01% | 0.01% | 1022 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Triumph Capital Management | History | New | 2,387 | 170 | 0.04% | — | 1024 | +2,387 | New | Q4 2025 | Feb 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 2,362 | 168 | 0.01% | 0.01% | 1025 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Team Financial Group, LLC | History | Reduced | 2,285 | 163 | 0.07% | 0.07% | 1027 | -42 | -1.8% | Q4 2025 | Jan 13, 2026 |
| S.A. Mason LLC | History | No change | 2,291 | 163 | 0.06% | 0.07% | 1026 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 2,263 | 161 | 0.03% | — | 1029 | +2,263 | New | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,257 | 161 | 0.01% | 0.01% | 1028 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 2,234 | 159 | 0.03% | 0.03% | 1030 | -416 | -15.7% | Q4 2025 | Jan 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 2,212 | 157 | 0.0% | 0.0% | 1031 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JDM Financial Group LLC | History | No change | 2,088 | 149 | 0.06% | 0.06% | 1032 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Clark Wealth Partners | History | No change | 2,066 | 147 | 0.09% | 0.09% | 1033 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wells Financial Advisors INC | History | Reduced | 2,055 | 146 | 0.28% | 0.23% | 1034 | -530 | -20.5% | Q4 2025 | Feb 02, 2026 |
| MCF Advisors LLC | History | No change | 2,043 | 145 | 0.01% | 0.01% | 1035 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 1,918 | 136 | 0.02% | 0.0% | 1036 | +1,606 | 514.74% | Q4 2025 | Feb 09, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,838 | 131 | 0.01% | 0.01% | 1037 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Bravera Wealth | History | New | 1,821 | 130 | 0.07% | — | 1038 | +1,821 | New | Q4 2025 | Apr 22, 2026 |
| TSFG, LLC | History | Added to | 1,809 | 129 | 0.02% | 0.02% | 1039 | +68 | 3.91% | Q4 2025 | Feb 04, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1,720 | 122 | 0.05% | — | 1040 | +1,720 | New | Q4 2025 | Jan 23, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,717 | 122 | 0.11% | — | 1041 | +1,717 | New | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,661 | 118 | 0.01% | 0.01% | 1042 | +183 | 12.38% | Q4 2025 | Feb 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1,646 | 117 | 0.09% | — | 1043 | +1,646 | New | Q4 2025 | Feb 11, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,598 | 114 | 0.01% | 0.01% | 1044 | +120 | 8.12% | Q4 2025 | Feb 26, 2026 |
| Hamrick Investment Counsel, llc | History | New | 1,454 | 103 | 0.08% | — | 1046 | +1,454 | New | Q4 2025 | Mar 31, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 1,453 | 103 | 0.02% | 0.02% | 1045 | -135 | -8.5% | Q4 2025 | Feb 12, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 1,391 | 99 | 0.01% | 0.01% | 1047 | -3 | -0.22% | Q4 2025 | Jan 30, 2026 |
| Navigoe, LLC | History | No change | 1,348 | 96 | 0.06% | 0.06% | 1048 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 1,333 | 95 | 0.01% | 0.0% | 1049 | +220 | 19.77% | Q4 2025 | Jan 14, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,331 | 95 | 0.05% | 0.03% | 1050 | -33 | -2.42% | Q4 2025 | Feb 18, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 1,322 | 94 | 0.05% | 0.05% | 1051 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| High Note Wealth, LLC | History | No change | 1,302 | 92 | 0.02% | 0.02% | 1052 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1,203 | 85 | 0.01% | 0.01% | 1053 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,115 | 79 | 0.0% | 0.0% | 1054 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,089 | 77 | 0.01% | 0.01% | 1055 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| City State Bank | History | New | 1,060 | 75 | 0.02% | — | 1056 | +1,060 | New | Q4 2025 | Jan 28, 2026 |
| Signature Equity Partners, LLC | History | New | 1,055 | 75 | 0.04% | — | 1057 | +1,055 | New | Q4 2025 | Feb 17, 2026 |
| Elevated Capital Advisors, LLC | History | New | 1,040 | 74 | 0.02% | — | 1058 | +1,040 | New | Q4 2025 | Jan 27, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 982 | 70 | 0.02% | 0.02% | 1059 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ares Financial Consulting, LLC | History | New | 942 | 67 | 0.06% | — | 1061 | +942 | New | Q4 2025 | Jan 30, 2026 |
| TRUST CO OF VERMONT | History | Added to | 944 | 67 | 0.0% | 0.0% | 1060 | +465 | 97.08% | Q4 2025 | Jan 16, 2026 |
| Rice Partnership, LLC | History | Reduced | 934 | 66 | 0.01% | 0.01% | 1062 | -312 | -25.04% | Q4 2025 | Feb 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 938 | 66 | 0.01% | 0.01% | 1063 | -34 | -3.5% | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 919 | 65 | 0.06% | — | 1065 | +919 | New | Q4 2025 | Feb 19, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 923 | 65 | 0.04% | 0.04% | 1064 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 892 | 63 | 0.02% | 0.01% | 1067 | +178 | 24.93% | Q4 2025 | Feb 05, 2026 |
| Bangor Savings Bank | History | Added to | 891 | 63 | 0.01% | 0.0% | 1066 | +100 | 12.64% | Q4 2025 | Jan 16, 2026 |
| Imprint Wealth LLC | History | Reduced | 836 | 59 | 0.28% | 0.62% | 1069 | -2,053 | -71.06% | Q4 2025 | Feb 17, 2026 |
| BALLAST ADVISORS LLC | History | No change | 838 | 59 | 0.02% | 0.02% | 1068 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Dorato Capital Management | History | New | 792 | 58 | 0.04% | — | 1072 | +792 | New | Q4 2025 | Jan 16, 2026 |
| Hurley Capital, LLC | History | Added to | 824 | 58 | 0.03% | 0.01% | 1071 | +525 | 175.59% | Q4 2025 | Feb 17, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 814 | 58 | 0.01% | 0.0% | 1070 | +508 | 166.01% | Q4 2025 | Jan 20, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 808 | 57 | 0.02% | 0.02% | 1073 | +18 | 2.28% | Q4 2025 | Feb 09, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 783 | 55 | 0.0% | 0.0% | 1074 | +133 | 20.46% | Q4 2025 | Jan 08, 2026 |
| Bogart Wealth, LLC | History | Reduced | 763 | 54 | 0.0% | 0.0% | 1075 | -237 | -23.7% | Q4 2025 | Jan 30, 2026 |
| HOWE & RUSLING INC | History | Reduced | 750 | 53 | 0.0% | 0.0% | 1076 | -182 | -19.53% | Q4 2025 | Feb 17, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 729 | 52 | 0.05% | 0.05% | 1077 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NorthAvenue LLC | History | New | 675 | 48 | 0.04% | — | 1079 | +675 | New | Q4 2025 | Apr 02, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 675 | 48 | 0.01% | 0.01% | 1078 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 666 | 47 | 0.0% | 0.0% | 1080 | +115 | 20.87% | Q4 2025 | Feb 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 648 | 46 | 0.0% | 0.0% | 1081 | +453 | 232.31% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | Reduced | 641 | 45 | 0.01% | 0.02% | 1083 | -189 | -22.77% | Q4 2025 | Feb 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 642 | 45 | 0.01% | 0.01% | 1082 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 624 | 44 | 0.01% | — | 1085 | +624 | New | Q4 2025 | Feb 09, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 619 | 44 | 0.0% | — | 1084 | +619 | New | Q4 2025 | Jan 23, 2026 |
| Rossmore Private Capital | History | No change | 616 | 43 | 0.0% | 0.0% | 1086 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SHP Wealth Management | History | New | 600 | 42 | 0.0% | — | 1087 | +600 | New | Q4 2025 | Mar 04, 2026 |
| Collier Financial | History | Added to | 583 | 41 | 0.03% | 0.03% | 1088 | +13 | 2.28% | Q4 2025 | Feb 12, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 574 | 40 | 0.0% | — | 1090 | +574 | New | Q4 2025 | Feb 12, 2026 |
| CURIO WEALTH, LLC | History | New | 561 | 40 | 0.01% | — | 1091 | +561 | New | Q4 2025 | Feb 11, 2026 |
| Ransom Advisory, Ltd | History | New | 561 | 40 | 0.02% | — | 1092 | +561 | New | Q4 2025 | Jan 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 562 | 40 | 0.0% | 0.0% | 1089 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JNBA Financial Advisors | History | No change | 550 | 39 | 0.0% | 0.0% | 1093 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 529 | 37 | 0.02% | 0.01% | 1094 | +120 | 29.34% | Q4 2025 | Jan 21, 2026 |
| Breakwater Investment Management | History | No change | 528 | 37 | 0.01% | 0.01% | 1095 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 499 | 36 | 0.0% | 0.0% | 1097 | +226 | 82.78% | Q4 2025 | Feb 09, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 512 | 36 | 0.01% | 0.01% | 1096 | +12 | 2.4% | Q4 2025 | Jan 23, 2026 |
| Centennial Bank/AR/ | History | No change | 496 | 35 | 0.01% | 0.01% | 1098 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 499 | 35 | 0.02% | 0.02% | 1099 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | New | 481 | 34 | 0.01% | — | 1100 | +481 | New | Q4 2025 | Jan 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 466 | 33 | 0.01% | 0.01% | 1101 | +10 | 2.19% | Q4 2025 | Feb 11, 2026 |
| Addison Advisors LLC | History | Added to | 473 | 33 | 0.01% | 0.01% | 1102 | +1 | 0.21% | Q4 2025 | Feb 06, 2026 |
| First Command Advisory Services, Inc. | History | New | 462 | 32 | 0.0% | — | 1103 | +462 | New | Q4 2025 | Feb 11, 2026 |
| Dunhill Financial, LLC | History | Added to | 459 | 32 | 0.01% | 0.0% | 1104 | +325 | 242.54% | Q4 2025 | Jan 29, 2026 |
| Abound Wealth Management | History | Reduced | 437 | 31 | 0.01% | 0.01% | 1105 | -59 | -11.9% | Q4 2025 | Jan 12, 2026 |
| Richardson Capital Management LLC | History | Added to | 425 | 30 | 0.02% | 0.01% | 1106 | +6 | 1.43% | Q4 2025 | Jan 30, 2026 |
| BankPlus Trust Department | History | New | 409 | 29 | 0.01% | — | 1107 | +409 | New | Q4 2025 | Jan 27, 2026 |
| ROGCO, LP | History | Reduced | 406 | 28 | 0.01% | 0.01% | 1111 | -93 | -18.64% | Q4 2025 | Jan 30, 2026 |
| ATWOOD & PALMER INC | History | Added to | 401 | 28 | 0.0% | 0.0% | 1108 | +9 | 2.3% | Q4 2025 | Jan 28, 2026 |
| CVA Family Office, LLC | History | Added to | 392 | 28 | 0.0% | 0.0% | 1110 | +8 | 2.08% | Q4 2025 | Jan 12, 2026 |
| Legacy Bridge, LLC | History | No change | 400 | 28 | 0.01% | 0.01% | 1109 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 372 | 26 | 0.02% | — | 1112 | +372 | New | Q4 2025 | Feb 19, 2026 |
| SYM FINANCIAL Corp | History | New | 362 | 25 | 0.0% | — | 1114 | +362 | New | Q4 2025 | Feb 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 363 | 25 | 0.01% | 0.01% | 1113 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bank of Jackson Hole Trust | History | New | 332 | 23 | 0.01% | — | 1116 | +332 | New | Q4 2025 | Feb 12, 2026 |
| Caldwell Trust Co | History | Reduced | 324 | 23 | 0.0% | 0.0% | 1117 | -104 | -24.3% | Q4 2025 | Jan 30, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 325 | 23 | 0.02% | 0.02% | 1115 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 318 | 22 | 0.02% | 0.02% | 1118 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Integrity Financial Corp /WA | History | No change | 322 | 22 | 0.01% | 0.01% | 1119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | New | 308 | 21 | 0.01% | — | 1122 | +308 | New | Q4 2025 | Feb 17, 2026 |
| Nemes Rush Group LLC | History | New | 303 | 21 | 0.0% | — | 1121 | +303 | New | Q4 2025 | Feb 11, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 301 | 21 | 0.02% | — | 1124 | +301 | New | Q4 2025 | Feb 12, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 296 | 21 | 0.02% | 0.02% | 1123 | +7 | 2.42% | Q4 2025 | Jan 26, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 302 | 21 | 0.0% | 0.0% | 1120 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Motiv8 Investments LLC | History | New | 281 | 20 | 0.01% | — | 1126 | +281 | New | Q4 2025 | Feb 13, 2026 |
| Fairman Group, LLC | History | Added to | 291 | 20 | 0.02% | 0.02% | 1125 | +4 | 1.39% | Q4 2025 | Feb 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 267 | 19 | 0.0% | — | 1127 | +267 | New | Q4 2025 | Jan 23, 2026 |
| Park Place Capital Corp | History | Added to | 279 | 19 | 0.0% | 0.0% | 1128 | +164 | 142.61% | Q4 2025 | Jan 09, 2026 |
| CGC Financial Services, LLC | History | No change | 280 | 19 | 0.01% | 0.0% | 1129 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 256 | 19 | 0.03% | 0.02% | 1130 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clearstead Trust, LLC | History | No change | 254 | 18 | 0.0% | 0.0% | 1131 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Avion Wealth | History | Reduced | 246 | 17 | 0.0% | 0.0% | 1133 | -1 | -0.4% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 242 | 17 | 0.0% | 0.0% | 1132 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EPG Wealth Management LLC | History | No change | 245 | 17 | 0.0% | 0.0% | 1134 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Crewe Advisors LLC | History | Reduced | 235 | 16 | 0.0% | 0.0% | 1135 | -270 | -53.47% | Q4 2025 | Jan 16, 2026 |
| Estate Planners Group, LLC | History | New | 232 | 16 | 0.01% | — | 1136 | +232 | New | Q4 2025 | Apr 07, 2026 |
| Elyxium Wealth, LLC | History | New | 215 | 15 | 0.0% | — | 1139 | +215 | New | Q4 2025 | Feb 05, 2026 |
| EASTERN BANK | History | Reduced | 217 | 15 | 0.0% | 0.0% | 1137 | -55 | -20.22% | Q4 2025 | Jan 14, 2026 |
| MTM Investment Management, LLC | History | Added to | 211 | 15 | 0.0% | 0.0% | 1138 | +5 | 2.43% | Q4 2025 | Feb 09, 2026 |
| Archer Investment Corp | History | No change | 201 | 14 | 0.0% | 0.0% | 1140 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 188 | 13 | 0.0% | 0.0% | 1143 | -163 | -46.44% | Q4 2025 | Feb 12, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 196 | 13 | 0.01% | 0.01% | 1142 | +18 | 10.11% | Q4 2025 | Jan 26, 2026 |
| Smithfield Trust Co | History | No change | 183 | 13 | 0.0% | 0.0% | 1141 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 190 | 13 | 0.01% | 0.01% | 1144 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 179 | 12 | 0.0% | 0.0% | 1145 | +99 | 123.75% | Q4 2025 | Feb 13, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 177 | 12 | 0.01% | 0.01% | 1146 | +3 | 1.72% | Q4 2025 | Jan 26, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 158 | 11 | 0.01% | — | 1151 | +158 | New | Q4 2025 | Mar 05, 2026 |
| United Community Bank | History | New | 155 | 11 | 0.0% | — | 1150 | +155 | New | Q4 2025 | Jan 30, 2026 |
| Delos Wealth Advisors, LLC | History | Reduced | 157 | 11 | 0.01% | 0.01% | 1149 | -40 | -20.3% | Q4 2025 | Feb 17, 2026 |
| Kozak & Associates, Inc. | History | Added to | 163 | 11 | 0.0% | 0.0% | 1148 | +4 | 2.52% | Q4 2025 | Jan 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 159 | 11 | 0.0% | 0.0% | 1147 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Greenline Wealth Management LLC | History | New | 150 | 10 | 0.01% | — | 1154 | +150 | New | Q4 2025 | Feb 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 150 | 10 | 0.0% | 0.01% | 1152 | -145 | -49.15% | Q4 2025 | Feb 11, 2026 |
| TOWER TRUST & INVESTMENT Co | History | New | 144 | 10 | 0.01% | — | 1153 | +144 | New | Q4 2025 | Jan 21, 2026 |
| Parvin Asset Management, LLC | History | New | 139 | 9 | 0.01% | — | 1160 | +139 | New | Q4 2025 | Feb 17, 2026 |
| Lummis Asset Management, LP | History | New | 133 | 9 | 0.01% | — | 1159 | +133 | New | Q4 2025 | Feb 10, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 136 | 9 | 0.0% | 0.0% | 1157 | +69 | 102.99% | Q4 2025 | Feb 10, 2026 |
| Trust Co | History | No change | 128 | 9 | 0.0% | 0.0% | 1155 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WFA of San Diego, LLC | History | No change | 137 | 9 | 0.01% | 0.01% | 1156 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 139 | 9 | 0.0% | 0.0% | 1158 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ankerstar Wealth, LLC | History | New | 120 | 8 | 0.01% | — | 1161 | +120 | New | Q4 2025 | Feb 12, 2026 |
| American Wealth Advisors, LLC | History | Added to | 115 | 8 | 0.01% | 0.01% | 1162 | +2 | 1.77% | Q4 2025 | Jan 26, 2026 |
| Planning Project LLC | History | New | 110 | 7 | 0.0% | — | 1166 | +110 | New | Q4 2025 | Feb 12, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 101 | 7 | 0.0% | — | 1167 | +101 | New | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | New | 100 | 7 | 0.0% | — | 1163 | +100 | New | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 107 | 7 | 0.0% | 0.0% | 1164 | +58 | 118.37% | Q4 2025 | Feb 17, 2026 |
| Coston, McIsaac & Partners | History | No change | 104 | 7 | 0.0% | 0.0% | 1165 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 93 | 6 | 0.01% | 0.01% | 1169 | -1,138 | -92.45% | Q4 2025 | Feb 06, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 86 | 6 | 0.0% | — | 1168 | +86 | New | Q4 2025 | Jan 27, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 97 | 6 | 0.0% | 0.0% | 1170 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SITTNER & NELSON, LLC | History | No change | 84 | 6 | 0.0% | 0.0% | 1171 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Caitlin John, LLC | History | No change | 87 | 6 | 0.0% | 0.0% | 1172 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Laurel Wealth Advisors LLC | History | New | 77 | 5 | 0.0% | — | 1174 | +77 | New | Q4 2025 | Jan 30, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 71 | 5 | 0.0% | 0.0% | 1173 | +6 | 9.23% | Q4 2025 | Jan 30, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 72 | 5 | 0.0% | 0.0% | 1175 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 60 | 4 | 0.0% | 0.0% | 1179 | -157 | -72.35% | Q4 2025 | Jan 22, 2026 |
| ESL Trust Services, LLC | History | New | 66 | 4 | 0.0% | — | 1180 | +66 | New | Q4 2025 | Feb 10, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 68 | 4 | 0.0% | 0.0% | 1177 | +21 | 44.68% | Q4 2025 | Jan 28, 2026 |
| CITY HOLDING CO | History | No change | 60 | 4 | 0.0% | 0.0% | 1176 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ALERUS FINANCIAL NA | History | No change | 69 | 4 | 0.0% | 0.0% | 1178 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 60 | 4 | 0.0% | 0.0% | 1181 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| New Millennium Group LLC | History | No change | 59 | 4 | 0.0% | 0.0% | 1182 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Topsail Wealth Management, LLC | History | No change | 67 | 4 | 0.0% | 0.0% | 1183 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Manchester Capital Management LLC | History | New | 53 | 3 | 0.0% | — | 1187 | +53 | New | Q4 2025 | Feb 11, 2026 |
| NVWM, LLC | History | New | 53 | 3 | 0.0% | — | 1189 | +53 | New | Q4 2025 | Jan 20, 2026 |
| ADIRONDACK TRUST CO | History | New | 49 | 3 | 0.0% | — | 1184 | +49 | New | Q4 2025 | Jan 08, 2026 |
| Strategic Wealth Advisors LLC | History | New | 49 | 3 | 0.0% | — | 1195 | +49 | New | Q4 2025 | Feb 03, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 50 | 3 | 0.0% | 0.0% | 1188 | -19 | -27.54% | Q4 2025 | Jan 14, 2026 |
| CHELSEA COUNSEL CO | History | No change | 51 | 3 | 0.0% | 0.0% | 1185 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 50 | 3 | 0.0% | 0.0% | 1186 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hoese & Co LLP | History | No change | 48 | 3 | 0.0% | 0.0% | 1190 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 47 | 3 | 0.0% | 0.0% | 1191 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 55 | 3 | 0.0% | 0.0% | 1192 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 1193 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 1194 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| United Financial Planning Group LLC | History | New | 42 | 2 | 0.0% | — | 1207 | +42 | New | Q4 2025 | Feb 11, 2026 |
| GoalVest Advisory LLC | History | New | 38 | 2 | 0.0% | — | 1201 | +38 | New | Q4 2025 | Jan 05, 2026 |
| Register Financial Advisors LLC | History | New | 33 | 2 | 0.0% | — | 1203 | +33 | New | Q4 2025 | Jan 21, 2026 |
| Provident Wealth Management, LLC | History | Added to | 34 | 2 | 0.0% | 0.0% | 1199 | +1 | 3.03% | Q4 2025 | Jan 28, 2026 |
| Roxbury Financial LLC | History | Added to | 36 | 2 | 0.0% | 0.0% | 1204 | +1 | 2.86% | Q4 2025 | Jan 05, 2026 |
| MOTCO | History | No change | 29 | 2 | 0.0% | 0.0% | 1196 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 1197 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| McIlrath & Eck, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 1198 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Concord Wealth Partners | History | No change | 42 | 2 | 0.0% | 0.0% | 1200 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 36 | 2 | 0.0% | 0.0% | 1202 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 1205 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 38 | 2 | 0.0% | 0.0% | 1206 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Stephens Consulting, LLC | History | New | 19 | 1 | 0.0% | — | 1210 | +19 | New | Q4 2025 | Jan 13, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 28 | 1 | 0.0% | 0.0% | 1211 | +1 | 3.7% | Q4 2025 | Feb 04, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 22 | 1 | 0.0% | 0.0% | 1208 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 1209 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,434,319 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 3.12% | — | -1,133,603 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.09% | — | -745,605 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Investment Advisors / MI | History | Closed out | 0 | 0 | — | 0.0% | — | -127,981 | -100.0% | Q3 2025 | Dec 17, 2025 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 1.56% | — | -120,146 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -86,447 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -84,964 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -58,329 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -37,969 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -33,613 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 1.1% | — | -28,171 | -100.0% | Q3 2025 | Oct 17, 2025 |
| HORAN Wealth, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -24,436 | -100.0% | Q3 2025 | Nov 05, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -22,972 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -21,919 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 3.02% | — | -20,662 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.09% | — | -10,252 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -9,813 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Hill Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,495 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Talisman Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -8,263 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,028 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -7,500 | -100.0% | Q3 2025 | Oct 24, 2025 |
| TRITONPOINT WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,965 | -100.0% | Q3 2025 | Oct 15, 2025 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,995 | -100.0% | Q3 2025 | Oct 17, 2025 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.25% | — | -4,761 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,670 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,773 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,447 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Total Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,401 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Astoria Portfolio Advisors LLC. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,056 | -100.0% | Q3 2025 | Oct 09, 2025 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,625 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,342 | -100.0% | Q3 2025 | Oct 29, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,242 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,095 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,058 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -954 | -100.0% | Q3 2025 | Nov 05, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -890 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -508 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -330 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -318 | -100.0% | Q3 2025 | Oct 02, 2025 |
| LOWE BROCKENBROUGH & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Viewpoint Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -133 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Private Wealth Management Group, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -98 | -98.99% | Q4 2025 | Jan 23, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 28, 2025 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Oct 21, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Jan 12, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 24, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Oct 17, 2025 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Tidemark, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Camelot Portfolios, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 29, 2026 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BFSG, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Front Row Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |