iSHARES TRUST - EMB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Reduced | 19,074,808 | 1,836,522 | 0.33% | 0.35% | 1 | -94,004 | -0.49% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,887,076 | 759,367 | 0.06% | 0.04% | 2 | +1,399,645 | 21.57% | Q4 2025 | Feb 17, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 6,734,380 | 650,473 | 35.84% | — | 3 | +6,734,380 | New | Q4 2025 | Feb 10, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Added to | 6,300,738 | 606,641 | 18.06% | 13.31% | 4 | +3,085,738 | 95.98% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Reduced | 5,954,321 | 573,282 | 1.09% | 1.26% | 5 | -767,603 | -11.42% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,804,322 | 558,840 | 0.04% | 0.07% | 6 | -5,595,943 | -49.09% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,118,686 | 492,827 | 0.15% | 0.13% | 7 | +552,392 | 12.1% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 4,148,831 | 399,449 | 0.02% | 0.03% | 8 | -321,539 | -7.19% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 3,750,561 | 361,646 | 0.18% | 0.02% | 9 | +3,389,150 | 937.76% | Q4 2025 | Mar 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,556,458 | 342,415 | 0.16% | 0.16% | 10 | +488,302 | 15.92% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 3,069,629 | 295,543 | 0.0% | 0.0% | 11 | +241,380 | 8.53% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 2,873,030 | 276,615 | 0.08% | 0.07% | 12 | +405,248 | 16.42% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,688,269 | 258,827 | 0.04% | — | 13 | +2,688,269 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,581,256 | 248,523 | 0.03% | 0.04% | 14 | -576,861 | -18.27% | Q4 2025 | Mar 25, 2026 |
| Japan Science & Technology Agency | History | No change | 2,500,000 | 240,700 | 4.42% | 4.24% | 15 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Polianta Ltd | History | New | 2,326,000 | 223,947 | 29.31% | — | 16 | +2,326,000 | New | Q4 2025 | Jan 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 2,294,315 | 220,896 | 0.27% | 0.04% | 17 | +1,923,072 | 518.01% | Q4 2025 | Feb 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 2,269,776 | 218,534 | 0.52% | 0.32% | 18 | +904,419 | 66.24% | Q4 2025 | Feb 11, 2026 |
| Nationwide Fund Advisors | History | Added to | 2,077,835 | 200,053 | 8.57% | 1.11% | 19 | +1,866,453 | 882.98% | Q4 2025 | Jan 23, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,061,299 | 198,462 | 0.3% | 0.3% | 20 | -520 | -0.03% | Q4 2025 | Feb 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,663,938 | 160,204 | 0.03% | 0.02% | 21 | +293,360 | 21.4% | Q4 2025 | Feb 10, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Added to | 1,517,978 | 146,150 | 4.0% | 3.83% | 22 | +222,344 | 17.16% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 1,486,172 | 143,088 | 0.03% | 0.05% | 23 | -1,007,156 | -40.39% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 1,426,986 | 137,390 | 0.02% | 0.02% | 24 | +274,684 | 23.84% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | Reduced | 1,328,336 | 127,892 | 0.26% | 0.33% | 25 | -310,106 | -18.93% | Q4 2025 | Jan 23, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 1,200,000 | 115,536 | 0.19% | — | 26 | +1,200,000 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,143,751 | 110,120 | 0.02% | 0.0% | 27 | +975,478 | 579.7% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,101,950 | 106,105 | 0.02% | 0.02% | 28 | +97,247 | 9.68% | Q4 2025 | Feb 17, 2026 |
| PAYDEN & RYGEL | History | New | 1,002,967 | 96,566 | 6.68% | — | 29 | +1,002,967 | New | Q4 2025 | Feb 06, 2026 |
| Man Group plc | History | Added to | 948,251 | 91,297 | 0.16% | 0.15% | 30 | +33,572 | 3.67% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 823,019 | 79,240 | 0.09% | 0.08% | 31 | +77,076 | 10.33% | Q4 2025 | Feb 17, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 803,903 | 77,419 | 2.31% | 2.31% | 32 | +20,902 | 2.67% | Q4 2025 | Jan 16, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 803,788 | 77,388 | 0.06% | 0.06% | 33 | -1,264 | -0.16% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 802,225 | 77,238 | 0.42% | 0.41% | 34 | +57,109 | 7.66% | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 744,450 | 71,675 | 0.18% | 0.11% | 35 | +281,800 | 60.91% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 730,419 | 70,324 | 0.05% | 0.05% | 36 | -49,868 | -6.39% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 647,757 | 62,366 | 0.1% | 0.1% | 37 | -1,103 | -0.17% | Q4 2025 | Jan 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 635,006 | 61,138 | 0.03% | 0.03% | 38 | +40,462 | 6.81% | Q4 2025 | Feb 06, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 621,800 | 59,866 | 2.81% | 0.97% | 39 | +373,500 | 150.42% | Q4 2025 | Jan 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 619,228 | 59,619 | 0.02% | 0.02% | 40 | +2,230 | 0.36% | Q4 2025 | Feb 11, 2026 |
| CI INVESTMENTS INC. | History | Added to | 603,273 | 58,083 | 0.25% | 0.16% | 41 | +145,000 | 31.64% | Q4 2025 | Feb 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 580,000 | 55,842 | 0.12% | 0.13% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 567,430 | 54,632 | 0.06% | 0.07% | 43 | -104,737 | -15.58% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 555,651 | 53,498 | 0.14% | 0.16% | 44 | +9,547 | 1.75% | Q4 2025 | Jan 26, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 506,650 | 48,780 | 2.63% | 2.7% | 45 | +9,692 | 1.95% | Q4 2025 | Feb 11, 2026 |
| SG Americas Securities, LLC | History | Reduced | 493,493 | 47,514 | 0.06% | 0.2% | 46 | -122,937 | -19.94% | Q4 2025 | Jan 09, 2026 |
| CITIGROUP INC | History | Reduced | 476,412 | 45,868 | 0.02% | 0.06% | 47 | -854,547 | -64.21% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 468,816 | 45,137 | 0.11% | 0.07% | 48 | +186,143 | 65.85% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 451,837 | 43,502 | 0.15% | 0.14% | 49 | +42,563 | 10.4% | Q4 2025 | Feb 06, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 415,400 | 40,116 | 0.04% | 0.04% | 50 | +1,900 | 0.46% | Q4 2025 | Jan 29, 2026 |
| Savant Capital, LLC | History | Reduced | 384,446 | 37,014 | 0.21% | 0.23% | 51 | -6,507 | -1.66% | Q4 2025 | Feb 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 364,872 | 35,129 | 0.13% | 0.14% | 52 | -9 | -0.0% | Q4 2025 | Feb 12, 2026 |
| Varma Mutual Pension Insurance Co | History | New | 350,000 | 33,698 | 0.2% | — | 53 | +350,000 | New | Q4 2025 | Feb 02, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 342,966 | 33,020 | 0.09% | 0.03% | 54 | +228,643 | 200.0% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 341,805 | 32,908 | 0.01% | 0.01% | 55 | +15,652 | 4.8% | Q4 2025 | Feb 18, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 340,000 | 32,735 | 2.15% | 2.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 338,087 | 32,551 | 3.35% | 3.34% | 57 | -3,506 | -1.03% | Q4 2025 | Jan 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 333,022 | 32,063 | 0.27% | 0.2% | 58 | +61,749 | 22.76% | Q4 2025 | Jan 05, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 331,427 | 31,909 | 0.31% | 0.21% | 59 | +163,669 | 97.56% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 329,533 | 31,727 | 0.01% | 0.01% | 60 | -53 | -0.02% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 326,171 | 31,403 | 0.01% | 0.0% | 61 | +276,558 | 557.43% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 319,880 | 30,798 | 0.03% | 0.02% | 62 | +111,333 | 53.39% | Q4 2025 | Feb 06, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 319,616 | 30,772 | 0.3% | 0.31% | 63 | +7,096 | 2.27% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 316,141 | 30,438 | 0.0% | 0.0% | 64 | -473,939 | -59.99% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Added to | 316,098 | 30,433 | 0.39% | 0.26% | 65 | +103,730 | 48.84% | Q4 2025 | Feb 02, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 304,756 | 29,341 | 0.08% | 0.09% | 66 | -45,440 | -12.98% | Q4 2025 | Feb 05, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 304,452 | 29,312 | 0.68% | 0.48% | 67 | +94,470 | 44.99% | Q4 2025 | Feb 10, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 291,358 | 28,051 | 2.26% | 2.24% | 68 | +8,763 | 3.1% | Q4 2025 | Jan 21, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 275,479 | 26,575 | 0.19% | 0.2% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLB&B Advisors, LLC | History | Added to | 273,765 | 26,358 | 1.1% | 1.02% | 70 | +24,445 | 9.8% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Added to | 272,999 | 26,284 | 0.1% | 0.09% | 71 | +57,554 | 26.71% | Q4 2025 | Feb 18, 2026 |
| SageView Advisory Group, LLC | History | Added to | 264,493 | 25,465 | 0.86% | 0.82% | 72 | +14,034 | 5.6% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 261,354 | 25,165 | 0.02% | 0.03% | 73 | -7,142 | -2.66% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 256,005 | 24,648 | 0.02% | 0.01% | 74 | +28,282 | 12.42% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 254,896 | 24,541 | 0.17% | 0.17% | 75 | +10,363 | 4.24% | Q4 2025 | Feb 17, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 250,210 | 24,090 | 1.69% | 1.76% | 76 | -1,398 | -0.56% | Q4 2025 | Feb 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 246,414 | 23,725 | 0.05% | 0.05% | 77 | +3,704 | 1.53% | Q4 2025 | Feb 11, 2026 |
| Stairway Partners, LLC | History | No change | 240,731 | 23,177 | 1.2% | 1.22% | 78 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Invesco Ltd. | History | Added to | 237,000 | 22,818 | 0.0% | 0.0% | 79 | +57,000 | 31.67% | Q4 2025 | Feb 19, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 236,875 | 22,806 | 0.16% | 0.13% | 80 | +41,217 | 21.07% | Q4 2025 | Feb 11, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 230,949 | 22,235 | 1.14% | 1.16% | 81 | -3,992 | -1.7% | Q4 2025 | Jan 27, 2026 |
| Apella Capital, LLC | History | Added to | 226,050 | 21,764 | 0.43% | 0.42% | 82 | +26,834 | 13.47% | Q4 2025 | Jan 21, 2026 |
| Tidal Investments LLC | History | Reduced | 224,396 | 21,604 | 0.05% | 0.05% | 83 | -41,378 | -15.57% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 224,177 | 21,583 | 0.01% | 0.01% | 84 | +116,706 | 108.59% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 222,953 | 21,465 | 0.02% | 0.01% | 85 | +76,059 | 51.78% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 220,741 | 21,252 | 0.17% | 0.19% | 86 | -27,641 | -11.13% | Q4 2025 | Feb 03, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 218,955 | 21,081 | 0.05% | 0.48% | 87 | -1,933,321 | -89.83% | Q4 2025 | Jan 30, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 218,783 | 21,064 | 3.83% | 0.31% | 88 | +11,862 | 5.73% | Q4 2025 | Mar 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 216,897 | 20,883 | 0.02% | 0.02% | 89 | -4,570 | -2.06% | Q4 2025 | Feb 13, 2026 |
| Towercrest Capital Management | History | Added to | 213,349 | 20,541 | 3.24% | 3.09% | 90 | +10,830 | 5.35% | Q4 2025 | Jan 21, 2026 |
| Invst, LLC | History | Added to | 199,758 | 19,232 | 2.09% | 2.05% | 91 | +10,067 | 5.31% | Q4 2025 | Feb 11, 2026 |
| Centiva Capital, LP | History | New | 198,000 | 19,063 | 0.16% | — | 92 | +198,000 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 196,604 | 18,951 | 0.03% | 0.05% | 93 | -208,416 | -51.46% | Q4 2025 | Feb 17, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 183,381 | 17,655 | 0.05% | 0.05% | 94 | -14,323 | -7.24% | Q4 2025 | Jan 27, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 182,373 | 17,558 | 2.44% | 2.43% | 95 | +4,094 | 2.3% | Q4 2025 | Feb 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 179,086 | 17,242 | 0.1% | 0.12% | 96 | +9,166 | 5.39% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 169,731 | 16,341 | 0.0% | 0.0% | 97 | -144,057 | -45.91% | Q4 2025 | Feb 17, 2026 |
| iA Global Asset Management Inc. | History | Added to | 169,654 | 16,334 | 0.21% | 0.22% | 98 | +51 | 0.03% | Q4 2025 | Feb 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 165,677 | 15,951 | 0.01% | — | 99 | +165,677 | New | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 165,357 | 15,920 | 0.29% | 0.29% | 100 | +10,472 | 6.76% | Q4 2025 | Jan 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 164,456 | 15,833 | 0.26% | — | 101 | +164,456 | New | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 162,469 | 15,642 | 0.02% | 0.02% | 102 | +33,628 | 26.1% | Q4 2025 | Feb 18, 2026 |
| First Trust Bank, Ltd. | History | No change | 158,000 | 15,212 | 33.83% | 34.4% | 103 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 156,937 | 15,109 | 0.33% | 0.07% | 104 | -21,300 | -11.95% | Q4 2025 | Feb 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 155,121 | 14,935 | 0.02% | 0.02% | 105 | +3,186 | 2.1% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 152,399 | 14,672 | 0.08% | 0.07% | 106 | +22,885 | 17.67% | Q4 2025 | Jan 29, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 148,192 | 14,267 | 0.01% | 0.01% | 107 | +43,036 | 40.93% | Q4 2025 | Jan 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 141,877 | 13,659 | 0.0% | 0.0% | 108 | +2,710 | 1.95% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 141,255 | 13,600 | 0.02% | 0.02% | 109 | +5,841 | 4.31% | Q4 2025 | Feb 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 139,600 | 13,443 | 0.01% | 0.01% | 110 | -8,700 | -5.87% | Q4 2025 | Feb 03, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 135,214 | 13,018 | 4.58% | 5.17% | 111 | +2,603 | 1.96% | Q4 2025 | Feb 13, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 134,700 | 12,968 | 0.73% | 0.74% | 112 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 133,802 | 12,882 | 0.23% | 0.29% | 113 | -6,055 | -4.33% | Q4 2025 | Jan 21, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | New | 132,400 | 12,788 | 12.68% | — | 114 | +132,400 | New | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Reduced | 132,327 | 12,740 | 0.02% | 0.02% | 115 | -2,317 | -1.72% | Q4 2025 | Feb 13, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 132,225 | 12,730 | 3.15% | 3.08% | 116 | +1,563 | 1.2% | Q4 2025 | Jan 28, 2026 |
| Howard Capital Management Inc. | History | Added to | 131,761 | 12,685 | 0.16% | 0.16% | 117 | +615 | 0.47% | Q4 2025 | Jan 23, 2026 |
| Alliance Wealth Management Group | History | Added to | 130,899 | 12,602 | 2.77% | 2.61% | 118 | +7,805 | 6.34% | Q4 2025 | Jan 21, 2026 |
| Idaho Trust Co | History | Reduced | 125,856 | 12,117 | 4.01% | 5.06% | 119 | -32,005 | -20.27% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Reduced | 124,741 | 12,010 | 0.4% | 0.41% | 120 | -460 | -0.37% | Q4 2025 | Jan 14, 2026 |
| J.Safra Asset Management Corp | History | Added to | 123,043 | 11,846 | 0.62% | 0.64% | 121 | +11,748 | 10.56% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 122,920 | 11,834 | 0.03% | 0.11% | 122 | -405,290 | -76.73% | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 122,142 | 11,760 | 0.03% | 0.03% | 123 | -6,761 | -5.25% | Q4 2025 | Feb 05, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Added to | 118,583 | 11,417 | 5.13% | 3.65% | 124 | +38,687 | 48.42% | Q4 2025 | Jan 12, 2026 |
| Vontobel Holding Ltd. | History | Added to | 116,630 | 11,229 | 0.04% | 0.03% | 125 | +935 | 0.81% | Q4 2025 | Feb 13, 2026 |
| Ascent Group, LLC | History | Added to | 114,391 | 11,013 | 0.38% | 0.36% | 126 | +7,623 | 7.14% | Q4 2025 | Jan 20, 2026 |
| Occidental Asset Management, LLC | History | Added to | 113,537 | 10,931 | 1.31% | 1.27% | 127 | +6,991 | 6.56% | Q4 2025 | Jan 08, 2026 |
| Estate Counselors, LLC | History | Reduced | 112,530 | 10,834 | 0.91% | 0.94% | 128 | -2,475 | -2.15% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 112,167 | 10,799 | 0.26% | 0.26% | 129 | +1,521 | 1.37% | Q4 2025 | Feb 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 110,668 | 10,655 | 2.15% | 2.1% | 130 | +2,245 | 2.07% | Q4 2025 | Jan 07, 2026 |
| COMMERCE BANK | History | Added to | 107,801 | 10,379 | 0.06% | 0.06% | 131 | +3,068 | 2.93% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Reduced | 106,906 | 10,298 | 0.05% | 0.07% | 132 | -10,545 | -8.98% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 105,585 | 10,165 | 0.2% | 0.28% | 133 | +27,523 | 35.26% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Reduced | 102,958 | 9,912 | 0.01% | 0.02% | 134 | -15,847 | -13.34% | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 102,405 | 9,859 | 0.13% | 0.14% | 135 | +23,939 | 30.51% | Q4 2025 | Feb 06, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 101,504 | 9,772 | 0.43% | 0.43% | 136 | -7,177 | -6.6% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 101,447 | 9,767 | 0.11% | 0.11% | 137 | +4,068 | 4.18% | Q4 2025 | Feb 05, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 98,188 | 9,454 | 0.5% | 0.49% | 138 | +2,882 | 3.02% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 97,900 | 9,432 | 0.01% | 0.01% | 139 | +8,710 | 9.77% | Q4 2025 | Jan 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 95,865 | 9,229 | 0.22% | 0.23% | 141 | +1,576 | 1.67% | Q4 2025 | Jan 29, 2026 |
| Probity Advisors, Inc. | History | Added to | 95,865 | 9,229 | 1.48% | 1.46% | 140 | +1,185 | 1.25% | Q4 2025 | Jan 27, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 95,104 | 9,156 | 0.79% | 1.1% | 142 | -566,447 | -85.62% | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | Added to | 92,615 | 8,917 | 0.52% | 0.5% | 143 | +5,520 | 6.34% | Q4 2025 | Jan 27, 2026 |
| Omega Financial Group, LLC | History | Added to | 91,227 | 8,783 | 2.89% | 2.84% | 144 | +966 | 1.07% | Q4 2025 | Jan 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 90,180 | 8,682 | 0.01% | 0.01% | 145 | -2,990 | -3.21% | Q4 2025 | Feb 18, 2026 |
| SYON CAPITAL LLC | History | Added to | 89,878 | 8,653 | 0.43% | 0.45% | 146 | +1,397 | 1.58% | Q4 2025 | Feb 11, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 89,441 | 8,611 | 0.36% | 0.36% | 147 | +1,187 | 1.34% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 89,296 | 8,597 | 0.02% | 0.01% | 148 | +9,973 | 12.57% | Q4 2025 | Mar 16, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 85,400 | 8,222 | 0.03% | 0.03% | 149 | +17,912 | 26.54% | Q4 2025 | Feb 12, 2026 |
| Crabel Capital Management, LLC | History | Added to | 84,486 | 8,134 | 6.15% | 3.33% | 150 | +45,430 | 116.32% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 82,428 | 7,936 | 0.0% | 0.01% | 151 | -173,896 | -67.84% | Q4 2025 | Feb 17, 2026 |
| Ellevest, Inc. | History | Added to | 80,713 | 7,771 | 1.07% | 1.03% | 152 | +5,034 | 6.65% | Q4 2025 | Feb 10, 2026 |
| Rinkey Investments | History | Reduced | 79,926 | 7,695 | 1.95% | 2.05% | 153 | -1,107 | -1.37% | Q4 2025 | Feb 04, 2026 |
| Busey Bank | History | Reduced | 79,163 | 7,621 | 0.2% | 0.21% | 154 | -1,010 | -1.26% | Q4 2025 | Jan 27, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 78,757 | 7,582 | 3.61% | — | 155 | +78,757 | New | Q4 2025 | Jan 09, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 77,456 | 7,457 | 1.43% | 1.38% | 156 | +4,078 | 5.56% | Q4 2025 | Jan 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 77,233 | 7,435 | 0.01% | 0.06% | 157 | -513,196 | -86.92% | Q4 2025 | Feb 17, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 76,500 | 7,379 | 0.09% | 0.06% | 158 | +33,600 | 78.32% | Q4 2025 | Jan 05, 2026 |
| Genus Capital Management Inc. | History | Added to | 76,320 | 7,348 | 0.86% | 0.6% | 159 | +22,390 | 41.52% | Q4 2025 | Feb 09, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 75,286 | 7,248 | 1.64% | 1.8% | 160 | -632 | -0.83% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 73,030 | 7,031 | 0.01% | 0.01% | 161 | -8,647 | -10.59% | Q4 2025 | Feb 13, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 72,722 | 7,002 | 1.86% | 0.9% | 162 | +37,600 | 107.06% | Q4 2025 | Feb 09, 2026 |
| JB Capital LLC | History | Added to | 71,731 | 6,906 | 0.28% | 0.29% | 163 | +1,532 | 2.18% | Q4 2025 | Jan 20, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 71,539 | 6,887 | 1.49% | 1.66% | 164 | +1,951 | 2.8% | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 71,287 | 6,863 | 0.08% | 0.06% | 165 | -3,109 | -4.18% | Q4 2025 | Feb 13, 2026 |
| Sharkey, Howes & Javer | History | Added to | 70,833 | 6,819 | 0.87% | 0.79% | 166 | +6,494 | 10.09% | Q4 2025 | Jan 13, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 67,592 | 6,507 | 0.48% | 0.36% | 167 | +16,976 | 33.54% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 66,408 | 6,401 | 0.01% | 0.01% | 168 | +22,489 | 51.21% | Q4 2025 | Feb 05, 2026 |
| AE Wealth Management LLC | History | Added to | 66,219 | 6,375 | 0.04% | 0.04% | 169 | +5,689 | 9.4% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Added to | 64,278 | 6,188 | 0.01% | 0.01% | 170 | +1,999 | 3.21% | Q4 2025 | Jan 30, 2026 |
| Trek Financial, LLC | History | Added to | 63,158 | 6,080 | 0.35% | 0.34% | 171 | +3,377 | 5.65% | Q4 2025 | Feb 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 63,030 | 6,068 | 0.12% | 0.07% | 172 | +30,063 | 91.19% | Q4 2025 | Feb 03, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 61,245 | 5,896 | 0.3% | 0.3% | 173 | -270 | -0.44% | Q4 2025 | Feb 17, 2026 |
| FORM Wealth Advisors, LLC | History | New | 60,969 | 5,870 | 0.69% | — | 174 | +60,969 | New | Q4 2025 | Jan 28, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 60,062 | 5,782 | 0.42% | 0.43% | 175 | -51 | -0.08% | Q4 2025 | Feb 10, 2026 |
| Finhabits Advisors LLC | History | New | 59,167 | 5,696 | 5.35% | — | 176 | +59,167 | New | Q4 2025 | Jan 29, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 59,001 | 5,680 | 0.04% | 0.04% | 177 | +4,841 | 8.94% | Q4 2025 | Feb 17, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 58,819 | 5,663 | 0.85% | 0.82% | 178 | +2,216 | 3.91% | Q4 2025 | Jan 27, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 58,585 | 5,640 | 2.97% | — | 179 | +58,585 | New | Q4 2025 | Feb 27, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 58,293 | 5,612 | 0.69% | 0.58% | 180 | +11,254 | 23.92% | Q4 2025 | Jan 07, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 57,618 | 5,547 | 2.39% | — | 181 | +57,618 | New | Q4 2025 | Feb 24, 2026 |
| Financial Alternatives, Inc | History | Added to | 57,214 | 5,508 | 3.2% | 3.3% | 182 | +6 | 0.01% | Q4 2025 | Feb 04, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 56,347 | 5,425 | 0.71% | 0.85% | 183 | -11,834 | -17.36% | Q4 2025 | Feb 10, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 55,929 | 5,384 | 2.02% | 1.2% | 184 | +23,571 | 72.84% | Q4 2025 | Feb 04, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 55,604 | 5,353 | 0.17% | 0.17% | 185 | +1,035 | 1.9% | Q4 2025 | Jan 20, 2026 |
| Monument Capital Management | History | Reduced | 55,124 | 5,307 | 1.32% | 1.33% | 186 | -688 | -1.23% | Q4 2025 | Jan 26, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 54,755 | 5,271 | 4.36% | 4.22% | 187 | +1,966 | 3.72% | Q4 2025 | Feb 06, 2026 |
| Summit Financial, LLC | History | Added to | 54,480 | 5,245 | 0.08% | 0.07% | 188 | +6,233 | 12.92% | Q4 2025 | Feb 13, 2026 |
| EQ LLC | History | Added to | 53,574 | 5,158 | 1.49% | 0.96% | 189 | +23,741 | 79.58% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 52,938 | 5,096 | 0.02% | 0.02% | 190 | -207 | -0.39% | Q4 2025 | Jan 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 51,488 | 4,957 | 0.16% | 0.14% | 191 | +19,334 | 60.13% | Q4 2025 | Jan 20, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 51,280 | 4,937 | 0.68% | — | 192 | +51,280 | New | Q4 2025 | Feb 20, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 51,226 | 4,931 | 0.29% | 0.29% | 193 | -557 | -1.08% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 50,362 | 4,848 | 0.29% | 0.28% | 194 | +7,345 | 17.07% | Q4 2025 | Feb 10, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 50,330 | 4,845 | 0.49% | 0.48% | 195 | +573 | 1.15% | Q4 2025 | Jan 26, 2026 |
| LMR Partners LLP | History | No change | 50,000 | 4,814 | 0.01% | 0.02% | 196 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 49,047 | 4,722 | 0.62% | 0.64% | 197 | -602 | -1.21% | Q4 2025 | Jan 26, 2026 |
| FEDERATED HERMES, INC. | History | New | 48,667 | 4,685 | 0.01% | — | 198 | +48,667 | New | Q4 2025 | Feb 12, 2026 |
| Hilltop Holdings Inc. | History | Added to | 48,520 | 4,671 | 0.28% | 0.19% | 199 | +11,082 | 29.6% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 46,718 | 4,497 | 0.02% | 0.02% | 200 | +6,363 | 15.77% | Q4 2025 | Feb 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 46,705 | 4,496 | 0.06% | 0.07% | 201 | -3,169 | -6.35% | Q4 2025 | Jan 30, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 46,354 | 4,462 | 0.08% | 0.07% | 202 | +3,743 | 8.78% | Q4 2025 | Feb 17, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 46,150 | 4,443 | 2.02% | 2.15% | 203 | -2,505 | -5.15% | Q4 2025 | Jan 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 45,375 | 4,368 | 0.04% | 0.04% | 204 | +3,651 | 8.75% | Q4 2025 | Jan 26, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 45,131 | 4,345 | 0.6% | 1.21% | 205 | +3,460 | 8.3% | Q4 2025 | Feb 17, 2026 |
| Kelly Financial Services LLC | History | Added to | 45,112 | 4,343 | 1.09% | 1.07% | 206 | +1,849 | 4.27% | Q4 2025 | Jan 13, 2026 |
| Pathstone Holdings, LLC | History | New | 44,631 | 4,297 | 0.02% | — | 207 | +44,631 | New | Q4 2025 | Feb 13, 2026 |
| Friedenthal Financial | History | Added to | 43,768 | 4,213 | 2.17% | 0.01% | 208 | +43,581 | 23305.35% | Q4 2025 | Jan 27, 2026 |
| Paragon Advisors, LLC | History | Added to | 43,297 | 4,168 | 1.13% | 1.02% | 209 | +1,872 | 4.52% | Q4 2025 | Jan 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 43,066 | 4,157 | 0.08% | 0.08% | 210 | -828 | -1.89% | Q4 2025 | Feb 11, 2026 |
| Modera Wealth Management, LLC | History | Added to | 42,937 | 4,134 | 0.05% | 0.04% | 211 | +2,834 | 7.07% | Q4 2025 | Jan 21, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 42,726 | 4,113 | 0.38% | 0.38% | 212 | +480 | 1.14% | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | Added to | 42,515 | 4,093 | 0.08% | 0.08% | 213 | +2,954 | 7.47% | Q4 2025 | Feb 02, 2026 |
| Capula Management Ltd | History | Added to | 42,482 | 4,090 | 0.02% | 0.01% | 214 | +15,653 | 58.34% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 42,954 | 4,079 | 0.0% | 0.01% | 215 | +1,530 | 3.69% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 42,134 | 4,056 | 0.07% | 0.05% | 216 | +14,026 | 49.9% | Q4 2025 | Feb 17, 2026 |
| Wharton Business Group, LLC | History | No change | 42,170 | 4,040 | 0.15% | 0.18% | 217 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 41,340 | 3,980 | 0.09% | 0.1% | 218 | +1,297 | 3.24% | Q4 2025 | Feb 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 40,649 | 3,913 | 0.14% | 0.17% | 219 | +2,845 | 7.53% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 40,387 | 3,888 | 1.24% | 1.22% | 220 | +2,136 | 5.58% | Q4 2025 | Feb 06, 2026 |
| High Falls Advisors, Inc | History | Added to | 39,852 | 3,836 | 0.78% | 0.75% | 221 | +1,577 | 4.12% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | Added to | 39,359 | 3,789 | 0.07% | 0.03% | 222 | +27,304 | 226.5% | Q4 2025 | Feb 06, 2026 |
| Stokes Family Office, LLC | History | Added to | 39,357 | 3,789 | 0.35% | 0.31% | 223 | +4,924 | 14.3% | Q4 2025 | Feb 18, 2026 |
| REGIONS FINANCIAL CORP | History | New | 38,950 | 3,750 | 0.02% | — | 224 | +38,950 | New | Q4 2025 | Jan 27, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 38,548 | 3,711 | 1.51% | 1.5% | 225 | +984 | 2.62% | Q4 2025 | Feb 09, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Reduced | 37,700 | 3,629 | 0.01% | 0.26% | 226 | -1,496,400 | -97.54% | Q4 2025 | Feb 17, 2026 |
| SYKON CAPITAL LLC | History | Added to | 37,640 | 3,623 | 1.16% | 1.14% | 227 | +1,849 | 5.17% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 37,359 | 3,596 | 0.04% | 0.04% | 228 | +11,991 | 47.27% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 37,089 | 3,570 | 0.0% | 0.0% | 229 | +11,394 | 44.34% | Q4 2025 | Feb 02, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 37,064 | 3,568 | 0.46% | 0.47% | 230 | +3,971 | 12.0% | Q4 2025 | Feb 10, 2026 |
| Inscription Capital, LLC | History | Reduced | 36,806 | 3,543 | 0.36% | 0.39% | 231 | -1,352 | -3.54% | Q4 2025 | Jan 29, 2026 |
| Strategic Blueprint, LLC | History | Added to | 36,786 | 3,541 | 0.21% | 0.15% | 232 | +1,771 | 5.06% | Q4 2025 | Jan 30, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 36,558 | 3,519 | 1.01% | 1.01% | 233 | +2,131 | 6.19% | Q4 2025 | Feb 10, 2026 |
| Synergy Asset Management, LLC | History | Added to | 36,434 | 3,507 | 0.36% | 0.03% | 234 | +26,190 | 255.66% | Q4 2025 | Jan 13, 2026 |
| NWAM LLC | History | Reduced | 36,377 | 3,506 | 0.2% | 0.19% | 235 | -229 | -0.63% | Q4 2025 | Feb 04, 2026 |
| GenTrust, LLC | History | Reduced | 34,960 | 3,365 | 0.15% | 0.17% | 236 | -4,680 | -11.81% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 34,574 | 3,328 | 0.12% | 0.12% | 237 | +1,024 | 3.05% | Q4 2025 | Jan 13, 2026 |
| Stone House Investment Management, LLC | History | Added to | 34,308 | 3,303 | 0.51% | 0.51% | 238 | +2,486 | 7.81% | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 34,061 | 3,279 | 0.01% | 0.02% | 239 | -6,221 | -15.44% | Q4 2025 | Feb 13, 2026 |
| BEACON FINANCIAL GROUP | History | New | 33,807 | 3,254 | 0.32% | — | 240 | +33,807 | New | Q4 2025 | Apr 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 33,797 | 3,253 | 0.02% | 0.02% | 241 | +3,041 | 9.89% | Q4 2025 | Feb 12, 2026 |
| Austin Private Wealth, LLC | History | Added to | 33,578 | 3,232 | 0.24% | 0.24% | 242 | +665 | 2.02% | Q4 2025 | Jan 20, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 33,059 | 3,182 | 0.26% | 0.3% | 243 | -2,976 | -8.26% | Q4 2025 | Jan 23, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | History | Reduced | 32,800 | 3,158 | 1.11% | 1.16% | 244 | -58,954 | -64.25% | Q4 2025 | Feb 03, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 32,535 | 3,132 | 0.01% | 0.01% | 245 | -143 | -0.44% | Q4 2025 | Jan 30, 2026 |
| Q3 Asset Management | History | Added to | 31,574 | 3,040 | 0.7% | 0.82% | 246 | +6,349 | 25.17% | Q4 2025 | Jan 27, 2026 |
| World Investment Advisors | History | Added to | 31,386 | 3,021 | 0.05% | 0.03% | 247 | +14,390 | 84.67% | Q4 2025 | Mar 12, 2026 |
| Great Diamond Partners, LLC | History | Added to | 31,226 | 3,006 | 0.58% | 0.57% | 248 | +568 | 1.85% | Q4 2025 | Feb 06, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 31,041 | 2,987 | 0.39% | 0.44% | 249 | -1,575 | -4.83% | Q4 2025 | Feb 04, 2026 |
| Regal Investment Advisors LLC | History | Added to | 30,998 | 2,984 | 0.18% | 0.15% | 250 | +6,050 | 24.25% | Q4 2025 | Feb 17, 2026 |
| CROBAN | History | Added to | 30,949 | 2,979 | 1.44% | 1.17% | 251 | +12,421 | 67.04% | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 30,436 | 2,930 | 0.24% | 0.24% | 252 | +527 | 1.76% | Q4 2025 | Feb 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 30,386 | 2,925 | 0.09% | — | 253 | +30,386 | New | Q4 2025 | Feb 17, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 29,973 | 2,885 | 2.69% | 2.63% | 254 | +406 | 1.37% | Q4 2025 | Jan 16, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 29,835 | 2,872 | 0.32% | 0.29% | 255 | +4,802 | 19.18% | Q4 2025 | Feb 12, 2026 |
| TSA Wealth Managment LLC | History | Added to | 29,621 | 2,851 | 0.94% | 0.94% | 256 | +616 | 2.12% | Q4 2025 | Jan 22, 2026 |
| Mount Lucas Management LP | History | Added to | 29,393 | 2,829 | 1.13% | 1.13% | 257 | +418 | 1.44% | Q4 2025 | Feb 05, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 29,245 | 2,815 | 0.74% | 0.74% | 258 | +396 | 1.37% | Q4 2025 | Jan 27, 2026 |
| Farrell Financial LLC | History | Added to | 29,058 | 2,797 | 1.65% | 1.64% | 259 | +1,562 | 5.68% | Q4 2025 | Jan 12, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 28,869 | 2,779 | 0.19% | 0.19% | 260 | +1,614 | 5.92% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 28,780 | 2,770 | 0.04% | 0.0% | 261 | +27,807 | 2857.86% | Q4 2025 | Feb 13, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 28,674 | 2,760 | 1.11% | 1.06% | 262 | +427 | 1.51% | Q4 2025 | Feb 13, 2026 |
| One Wealth Advisors, LLC | History | Added to | 28,577 | 2,751 | 0.34% | 0.31% | 263 | +2,837 | 11.02% | Q4 2025 | Feb 02, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 28,488 | 2,742 | 0.02% | 0.02% | 264 | +1,514 | 5.61% | Q4 2025 | Feb 18, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 28,151 | 2,716 | 0.6% | 0.49% | 265 | +4,929 | 21.23% | Q4 2025 | Feb 17, 2026 |
| OneAscent Family Office, LLC | History | Added to | 28,077 | 2,703 | 1.83% | 2.14% | 266 | +453 | 1.64% | Q4 2025 | Feb 11, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 27,811 | 2,677 | 1.67% | 1.17% | 267 | +10,007 | 56.21% | Q4 2025 | Feb 10, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 27,698 | 2,666 | 0.31% | 0.33% | 268 | -2,052 | -6.9% | Q4 2025 | Jan 02, 2026 |
| FIDUCIENT ADVISORS LLC | History | New | 27,647 | 2,661 | 0.33% | — | 269 | +27,647 | New | Q4 2025 | Feb 10, 2026 |
| EFG International AG | History | New | 27,368 | 2,634 | 0.05% | — | 270 | +27,368 | New | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 27,284 | 2,626 | 0.14% | 0.16% | 271 | -22 | -0.08% | Q4 2025 | Jan 26, 2026 |
| GeoWealth Management, LLC | History | Reduced | 27,219 | 2,620 | 0.1% | 0.28% | 272 | -54,146 | -66.55% | Q4 2025 | Feb 17, 2026 |
| Sharper & Granite LLC | History | Added to | 26,954 | 2,595 | 0.91% | 0.86% | 273 | +1,855 | 7.39% | Q4 2025 | Jan 27, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 26,646 | 2,565 | 0.4% | 0.39% | 274 | +411 | 1.57% | Q4 2025 | Jan 09, 2026 |
| NORTHERN TRUST CORP | History | Added to | 26,580 | 2,559 | 0.0% | 0.0% | 275 | +3,820 | 16.78% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 26,572 | 2,558 | 0.0% | 0.0% | 276 | +22,757 | 596.51% | Q4 2025 | Mar 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 26,306 | 2,532 | 0.07% | 0.04% | 277 | +12,698 | 93.31% | Q4 2025 | Feb 02, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 26,245 | 2,526 | 0.06% | 0.05% | 278 | +3,426 | 15.01% | Q4 2025 | Jan 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 26,077 | 2,510 | 0.12% | 0.08% | 279 | +14,754 | 130.3% | Q4 2025 | Feb 12, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 25,910 | 2,494 | 0.38% | 0.52% | 280 | +449 | 1.76% | Q4 2025 | Feb 13, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 25,881 | 2,491 | 0.27% | 0.34% | 281 | +459 | 1.81% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 25,610 | 2,465 | 0.34% | 0.41% | 282 | -3,946 | -13.35% | Q4 2025 | Feb 17, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 25,550 | 2,460 | 1.73% | 1.7% | 283 | +656 | 2.64% | Q4 2025 | Jan 08, 2026 |
| Brookstone Capital Management | History | Added to | 25,182 | 2,424 | 0.03% | 0.03% | 284 | +1,240 | 5.18% | Q4 2025 | Jan 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 24,297 | 2,339 | 0.03% | 0.03% | 285 | +8,777 | 56.55% | Q4 2025 | Jan 29, 2026 |
| Sincerus Advisory, LLC | History | Added to | 24,221 | 2,332 | 1.87% | 1.78% | 286 | +2,431 | 11.16% | Q4 2025 | Jan 08, 2026 |
| Randall & Associates Wealth Management | History | Added to | 24,087 | 2,319 | 1.61% | 1.63% | 287 | +526 | 2.23% | Q4 2025 | Jan 14, 2026 |
| WRAPMANAGER INC | History | Reduced | 23,956 | 2,306 | 0.78% | 0.73% | 288 | -861 | -3.47% | Q4 2025 | Feb 06, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 23,956 | 2,306 | 0.7% | 0.7% | 289 | +111 | 0.47% | Q4 2025 | Jan 12, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 23,875 | 2,298 | 0.15% | 0.15% | 290 | -44 | -0.18% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 23,862 | 2,297 | 0.14% | 0.12% | 291 | +1,507 | 6.74% | Q4 2025 | Jan 30, 2026 |
| Private Advisory Group LLC | History | Added to | 23,746 | 2,286 | 0.18% | 0.18% | 292 | +1,324 | 5.9% | Q4 2025 | Jan 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 23,427 | 2,255 | 0.03% | 0.03% | 293 | +2,547 | 12.2% | Q4 2025 | Jan 29, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 23,405 | 2,253 | 1.4% | 1.38% | 294 | +93 | 0.4% | Q4 2025 | Jan 12, 2026 |
| Columbus Macro, LLC | History | Added to | 23,365 | 2,249 | 0.25% | 0.15% | 295 | +9,848 | 72.86% | Q4 2025 | Jan 15, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 23,288 | 2,242 | 0.43% | 0.38% | 296 | +2,624 | 12.7% | Q4 2025 | Feb 12, 2026 |
| Martel Wealth Advisors Inc | History | Reduced | 22,747 | 2,190 | 0.37% | 0.38% | 297 | -129 | -0.56% | Q4 2025 | Jan 21, 2026 |
| Proficio Capital Partners LLC | History | New | 22,705 | 2,186 | 0.15% | — | 298 | +22,705 | New | Q4 2025 | Feb 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 22,449 | 2,161 | 0.09% | 0.09% | 299 | +1,436 | 6.83% | Q4 2025 | Feb 10, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Added to | 21,894 | 2,107 | 1.24% | 0.43% | 300 | +13,931 | 174.95% | Q4 2025 | Feb 17, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 21,812 | 2,104 | 0.51% | 0.59% | 301 | -1,584 | -6.77% | Q4 2025 | Jan 23, 2026 |
| Plan Group Financial, LLC | History | Reduced | 21,279 | 2,048 | 0.53% | 0.8% | 302 | -9,927 | -31.81% | Q4 2025 | Feb 03, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 20,911 | 2,013 | 0.02% | 0.02% | 303 | -1,155 | -5.23% | Q4 2025 | Feb 12, 2026 |
| SSA SWISS ADVISORS AG | History | Added to | 20,760 | 1,999 | 0.93% | 0.87% | 304 | +1,137 | 5.79% | Q4 2025 | Feb 26, 2026 |
| VANGUARD GROUP INC | History | New | 20,572 | 1,980 | 0.0% | — | 305 | +20,572 | New | Q4 2025 | Jan 29, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 20,494 | 1,973 | 0.07% | 0.0% | 306 | +20,482 | 170683.33% | Q4 2025 | Feb 04, 2026 |
| Richard W. Paul & Associates, LLC | History | New | 20,431 | 1,967 | 0.65% | — | 307 | +20,431 | New | Q4 2025 | Feb 12, 2026 |
| Stephenson & Company, Inc. | History | Added to | 20,082 | 1,933 | 1.06% | 1.06% | 308 | +708 | 3.65% | Q4 2025 | Jan 27, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 19,986 | 1,924 | 1.19% | 1.19% | 309 | +97 | 0.49% | Q4 2025 | Jan 14, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 19,851 | 1,911 | 0.0% | 0.0% | 310 | +5,414 | 37.5% | Q4 2025 | Feb 11, 2026 |
| IMC-Chicago, LLC | History | Added to | 19,818 | 1,908 | 0.0% | 0.0% | 311 | +6,217 | 45.71% | Q4 2025 | Jan 29, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 19,651 | 1,891 | 0.21% | 0.19% | 312 | +3,119 | 18.87% | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 19,545 | 1,881 | 0.03% | 0.03% | 313 | -36 | -0.18% | Q4 2025 | Feb 03, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 19,522 | 1,879 | 0.43% | 0.42% | 314 | +1,713 | 9.62% | Q4 2025 | Feb 05, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 19,260 | 1,854 | 0.38% | 0.31% | 315 | +4,394 | 29.56% | Q4 2025 | Jan 05, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 18,847 | 1,824 | 1.59% | — | 316 | +18,847 | New | Q4 2025 | Feb 11, 2026 |
| PAX Financial Group, LLC | History | Added to | 18,793 | 1,809 | 0.31% | 0.27% | 317 | +2,849 | 17.87% | Q4 2025 | Feb 05, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 18,746 | 1,804 | 0.74% | 0.75% | 318 | -69 | -0.37% | Q4 2025 | Jan 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 18,600 | 1,790 | 0.0% | 0.09% | 319 | -1,598,900 | -98.85% | Q4 2025 | Feb 17, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 18,570 | 1,787 | 0.02% | 0.01% | 320 | +11,676 | 169.36% | Q4 2025 | Jan 16, 2026 |
| Ariadne Wealth Management, LP | History | No change | 18,256 | 1,775 | 0.73% | 0.79% | 321 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 18,338 | 1,765 | 1.29% | 1.27% | 322 | +104 | 0.57% | Q4 2025 | Feb 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 18,138 | 1,746 | 0.19% | 0.2% | 323 | +2,707 | 17.54% | Q4 2025 | Feb 11, 2026 |
| Trajan Wealth LLC | History | Reduced | 18,072 | 1,739 | 0.07% | 0.08% | 324 | -892 | -4.7% | Q4 2025 | Feb 06, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | New | 17,817 | 1,715 | 0.53% | — | 325 | +17,817 | New | Q4 2025 | Jan 08, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 17,778 | 1,711 | 0.11% | 0.08% | 326 | +4,168 | 30.62% | Q4 2025 | Jan 23, 2026 |
| Shore Point Advisors, LLC | History | Added to | 17,772 | 1,711 | 0.72% | 0.72% | 327 | +710 | 4.16% | Q4 2025 | Jan 23, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 17,647 | 1,708 | 0.69% | 0.7% | 328 | +383 | 2.22% | Q4 2025 | Feb 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 17,346 | 1,670 | 0.44% | 0.44% | 329 | +175 | 1.02% | Q4 2025 | Feb 02, 2026 |
| Blue Trust, Inc. | History | Reduced | 17,315 | 1,667 | 0.02% | 0.02% | 330 | -2,319 | -11.81% | Q4 2025 | Jan 16, 2026 |
| Modern Wealth Management, LLC | History | Added to | 17,302 | 1,665 | 0.03% | 0.03% | 331 | +3,851 | 28.63% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 17,166 | 1,652 | 0.02% | 0.02% | 332 | +481 | 2.88% | Q4 2025 | Feb 17, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 17,045 | 1,641 | 0.17% | 0.2% | 333 | +1,159 | 7.3% | Q4 2025 | Jan 12, 2026 |
| SWP FINANCIAL LLC | History | Added to | 17,054 | 1,641 | 0.82% | 0.82% | 334 | +196 | 1.16% | Q4 2025 | Jan 16, 2026 |
| Barden Capital Management, Inc. | History | Added to | 17,017 | 1,638 | 1.35% | 1.18% | 335 | +2,099 | 14.07% | Q4 2025 | Jan 06, 2026 |
| Unison Advisors LLC | History | Added to | 16,961 | 1,632 | 0.14% | 0.14% | 336 | +440 | 2.66% | Q4 2025 | Jan 21, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 16,905 | 1,627 | 0.3% | 0.29% | 337 | +1,616 | 10.57% | Q4 2025 | Feb 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 16,843 | 1,622 | 0.02% | 0.02% | 338 | -496 | -2.86% | Q4 2025 | Feb 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 16,675 | 1,605 | 0.01% | — | 339 | +16,675 | New | Q4 2025 | Feb 18, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 16,529 | 1,591 | 0.46% | 0.47% | 340 | +435 | 2.7% | Q4 2025 | Feb 11, 2026 |
| Kensington Asset Management, LLC | History | Added to | 16,462 | 1,588 | 0.08% | 0.07% | 342 | +3,920 | 31.25% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 16,502 | 1,588 | 0.11% | 0.1% | 341 | +438 | 2.73% | Q4 2025 | Jan 26, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 16,254 | 1,564 | 0.22% | 0.23% | 343 | +1,781 | 12.31% | Q4 2025 | Jan 14, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 16,220 | 1,561 | 0.07% | 0.07% | 344 | +583 | 3.73% | Q4 2025 | Feb 17, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 16,141 | 1,554 | 0.03% | 0.03% | 345 | +1,025 | 6.78% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL PLC | History | Added to | 16,054 | 1,545 | 0.01% | 0.01% | 346 | +5,304 | 49.34% | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 15,948 | 1,535 | 0.06% | 0.06% | 347 | +175 | 1.11% | Q4 2025 | Jan 21, 2026 |
| Keel Point, LLC | History | Reduced | 15,813 | 1,522 | 0.09% | 0.14% | 348 | -7,872 | -33.24% | Q4 2025 | Feb 12, 2026 |
| Napier Financial, LLC | History | New | 15,785 | 1,519 | 0.38% | — | 349 | +15,785 | New | Q4 2025 | Feb 11, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 15,629 | 1,504 | 0.15% | 0.12% | 350 | +3,712 | 31.15% | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Added to | 15,452 | 1,487 | 0.07% | 0.07% | 351 | +974 | 6.73% | Q4 2025 | Feb 06, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 15,434 | 1,485 | 0.02% | 0.02% | 352 | +2,564 | 19.92% | Q4 2025 | Jan 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 15,281 | 1,471 | 0.0% | 0.0% | 353 | -1,170 | -7.11% | Q4 2025 | Feb 17, 2026 |
| Nilsine Partners, LLC | History | Added to | 15,285 | 1,471 | 0.13% | 0.13% | 354 | +116 | 0.76% | Q4 2025 | Jan 15, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 15,268 | 1,470 | 0.35% | 0.36% | 355 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 15,203 | 1,463 | 0.3% | 0.18% | 356 | +6,330 | 71.34% | Q4 2025 | Jan 29, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 15,101 | 1,453 | 0.31% | 0.3% | 357 | +404 | 2.75% | Q4 2025 | Jan 26, 2026 |
| Elevated Financial Group LLC | History | New | 15,081 | 1,452 | 0.5% | — | 358 | +15,081 | New | Q4 2025 | Jan 29, 2026 |
| Keystone Financial Services | History | Added to | 14,920 | 1,436 | 0.43% | 0.42% | 359 | +651 | 4.56% | Q4 2025 | Feb 12, 2026 |
| True Vision MN LLC | History | Added to | 14,832 | 1,428 | 0.73% | 0.71% | 360 | +472 | 3.29% | Q4 2025 | Jan 14, 2026 |
| WealthShield Partners, LLC | History | Reduced | 14,800 | 1,424 | 0.16% | 0.16% | 361 | -125 | -0.84% | Q4 2025 | Feb 03, 2026 |
| NATIXIS | History | Reduced | 14,775 | 1,422 | 0.01% | 0.01% | 362 | -2,543 | -14.68% | Q4 2025 | Feb 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 14,695 | 1,414 | 0.1% | 0.1% | 363 | +463 | 3.25% | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Added to | 14,569 | 1,402 | 0.03% | 0.03% | 364 | +84 | 0.58% | Q4 2025 | Feb 03, 2026 |
| Ameraudi Asset Management, Inc. | History | New | 14,541 | 1,400 | 0.77% | — | 365 | +14,541 | New | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 14,520 | 1,398 | 0.0% | 0.0% | 366 | +785 | 5.72% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 14,502 | 1,396 | 0.07% | 0.07% | 367 | +1,910 | 15.17% | Q4 2025 | Jan 28, 2026 |
| OxenFree Capital LLC | History | Added to | 14,483 | 1,394 | 0.73% | 0.72% | 368 | +770 | 5.62% | Q4 2025 | Jan 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 14,422 | 1,388 | 0.01% | 0.01% | 369 | +4,966 | 52.52% | Q4 2025 | Feb 17, 2026 |
| Matisse Capital | History | Added to | 14,354 | 1,382 | 0.62% | 0.61% | 370 | +1 | 0.01% | Q4 2025 | Jan 29, 2026 |
| Marex Group plc | History | Reduced | 14,214 | 1,368 | 0.01% | 0.01% | 371 | -4,239 | -22.97% | Q4 2025 | Feb 12, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 14,123 | 1,359 | 0.04% | 0.04% | 372 | -851 | -5.68% | Q4 2025 | Jan 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 14,053 | 1,353 | 0.03% | 0.03% | 373 | +1,004 | 7.69% | Q4 2025 | Feb 06, 2026 |
| Indivisible Partners | History | New | 14,042 | 1,351 | 0.15% | — | 374 | +14,042 | New | Q4 2025 | Feb 03, 2026 |
| WBH ADVISORY INC | History | New | 14,004 | 1,348 | 0.1% | — | 375 | +14,004 | New | Q4 2025 | Jan 26, 2026 |
| Independent Advisor Alliance | History | Added to | 13,887 | 1,337 | 0.03% | 0.01% | 376 | +10,832 | 354.57% | Q4 2025 | Feb 04, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 13,894 | 1,336 | 0.06% | 0.02% | 377 | +10,375 | 294.83% | Q4 2025 | Feb 03, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 13,862 | 1,334 | 0.01% | 0.01% | 378 | -319 | -2.25% | Q4 2025 | Feb 03, 2026 |
| Daviman Financial, LLC | History | New | 13,621 | 1,311 | 0.77% | — | 379 | +13,621 | New | Q4 2025 | Feb 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 13,613 | 1,310 | 0.0% | 0.01% | 380 | -221,189 | -94.2% | Q4 2025 | Feb 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 13,608 | 1,310 | 0.21% | 0.22% | 381 | +716 | 5.55% | Q4 2025 | Jan 26, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | Added to | 13,492 | 1,298 | 0.19% | 0.16% | 383 | +1,768 | 15.08% | Q4 2025 | Feb 10, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 13,486 | 1,298 | 0.67% | 0.7% | 382 | +413 | 3.16% | Q4 2025 | Feb 10, 2026 |
| Centurion Wealth Management LLC | History | Added to | 13,450 | 1,294 | 0.28% | 0.27% | 384 | +899 | 7.16% | Q4 2025 | Jan 14, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | No change | 13,381 | 1,288 | 1.08% | 1.14% | 385 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 13,272 | 1,277 | 0.02% | 0.02% | 386 | -506 | -3.67% | Q4 2025 | Feb 12, 2026 |
| Steadtrust LLC | History | Reduced | 13,250 | 1,275 | 0.78% | 0.88% | 387 | -371 | -2.72% | Q4 2025 | Jan 21, 2026 |
| Headlands Technologies LLC | History | Added to | 13,177 | 1,268 | 0.11% | 0.07% | 388 | +4,161 | 46.15% | Q4 2025 | Feb 13, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 13,164 | 1,267 | 0.06% | 0.06% | 389 | -1,122 | -7.85% | Q4 2025 | Jan 22, 2026 |
| North Forty Two & Co. | History | Added to | 13,138 | 1,264 | 1.19% | 1.13% | 390 | +925 | 7.57% | Q4 2025 | Feb 09, 2026 |
| TSFG, LLC | History | Added to | 13,112 | 1,262 | 0.19% | 0.18% | 391 | +1,255 | 10.58% | Q4 2025 | Feb 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 12,979 | 1,249 | 0.0% | 0.0% | 392 | +3,876 | 42.58% | Q4 2025 | Feb 12, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 12,937 | 1,245 | 0.64% | 0.59% | 393 | +1,169 | 9.93% | Q4 2025 | Jan 29, 2026 |
| BKM Wealth Management, LLC | History | Added to | 12,884 | 1,240 | 0.45% | 0.45% | 394 | +63 | 0.49% | Q4 2025 | Jan 29, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 12,862 | 1,238 | 0.03% | 0.06% | 395 | +2,502 | 24.15% | Q4 2025 | Feb 10, 2026 |
| Legacy Financial Group LLC | History | Added to | 12,857 | 1,236 | 0.15% | 0.16% | 396 | +273 | 2.17% | Q4 2025 | Feb 05, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 12,781 | 1,230 | 0.71% | 0.71% | 397 | -28 | -0.22% | Q4 2025 | Jan 15, 2026 |
| AlTi Global, Inc. | History | Reduced | 12,660 | 1,218 | 0.03% | 0.03% | 398 | -842 | -6.24% | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 12,539 | 1,207 | 0.02% | 0.02% | 399 | +248 | 2.02% | Q4 2025 | Jan 16, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 12,445 | 1,198 | 0.03% | 0.03% | 400 | -104 | -0.83% | Q4 2025 | Feb 03, 2026 |
| Chesley Taft & Associates LLC | History | New | 12,362 | 1,190 | 0.05% | — | 401 | +12,362 | New | Q4 2025 | Jan 14, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 12,318 | 1,185 | 0.17% | 0.16% | 402 | +894 | 7.83% | Q4 2025 | Jan 27, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,300 | 1,184 | 0.0% | 0.0% | 403 | -82,305 | -87.0% | Q4 2025 | Feb 17, 2026 |
| Summa Corp. | History | Added to | 12,175 | 1,172 | 0.5% | 0.23% | 405 | +6,586 | 117.84% | Q4 2025 | Jan 21, 2026 |
| Continuum Advisory, LLC | History | Added to | 12,174 | 1,172 | 0.12% | 0.09% | 404 | +2,901 | 31.28% | Q4 2025 | Feb 11, 2026 |
| Custos Family Office, LLC | History | Reduced | 12,051 | 1,160 | 0.79% | 0.79% | 406 | -2,544 | -17.43% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 11,836 | 1,139 | 0.01% | 0.01% | 407 | +372 | 3.24% | Q4 2025 | Jan 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 11,750 | 1,131 | 0.14% | 0.12% | 408 | +1,358 | 13.07% | Q4 2025 | Jan 13, 2026 |
| Diversified Enterprises, LLC | History | Added to | 11,708 | 1,127 | 0.07% | 0.04% | 409 | +5,448 | 87.03% | Q4 2025 | Jan 28, 2026 |
| 5T Wealth, LLC | History | Added to | 11,521 | 1,109 | 0.44% | 0.47% | 410 | +102 | 0.89% | Q4 2025 | Jan 27, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 11,500 | 1,107 | 0.69% | — | 412 | +11,500 | New | Q4 2025 | Feb 04, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 11,500 | 1,107 | 0.12% | 0.09% | 411 | +3,481 | 43.41% | Q4 2025 | Jan 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 11,472 | 1,104 | 0.02% | 0.02% | 413 | +2,805 | 32.36% | Q4 2025 | Feb 05, 2026 |
| ORG Partners LLC | History | Added to | 11,437 | 1,103 | 0.19% | 0.19% | 414 | +802 | 7.54% | Q4 2025 | Jan 14, 2026 |
| VICUS CAPITAL | History | Reduced | 11,304 | 1,088 | 0.08% | 0.11% | 415 | -4,169 | -26.94% | Q4 2025 | Jan 22, 2026 |
| VestGen Investment Management | History | Reduced | 11,095 | 1,068 | 0.59% | 0.66% | 416 | -404 | -3.51% | Q4 2025 | Feb 18, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 11,016 | 1,060 | 0.07% | 0.07% | 418 | +737 | 7.17% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Added to | 11,010 | 1,060 | 0.03% | 0.03% | 417 | +298 | 2.78% | Q4 2025 | Feb 11, 2026 |
| Focus Financial Network, Inc. | History | Added to | 10,883 | 1,047 | 0.04% | 0.04% | 419 | +430 | 4.11% | Q4 2025 | Jan 12, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | New | 10,839 | 1,043 | 0.39% | — | 420 | +10,839 | New | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 10,795 | 1,039 | 0.06% | 0.06% | 421 | +271 | 2.58% | Q4 2025 | Jan 20, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 10,690 | 1,029 | 0.08% | 0.02% | 422 | +7,320 | 217.21% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 10,694 | 1,029 | 0.02% | 0.02% | 423 | +634 | 6.3% | Q4 2025 | Feb 02, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 10,618 | 1,022 | 0.06% | 0.05% | 424 | +333 | 3.24% | Q4 2025 | Jan 07, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 10,562 | 1,016 | 0.87% | — | 425 | +10,562 | New | Q4 2025 | Feb 09, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 10,508 | 1,011 | 0.03% | 0.03% | 426 | +320 | 3.14% | Q4 2025 | Feb 13, 2026 |
| JT Stratford LLC | History | Reduced | 10,403 | 1,001 | 0.13% | 0.37% | 427 | -18,987 | -64.6% | Q4 2025 | Feb 12, 2026 |
| Arrow Investment Advisors, LLC | History | Reduced | 10,302 | 991 | 1.1% | 1.11% | 428 | -251 | -2.38% | Q4 2025 | Feb 09, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 10,225 | 986 | 0.01% | 0.01% | 429 | +547 | 5.65% | Q4 2025 | Feb 03, 2026 |
| Sandro Wealth Management LLC | History | New | 10,133 | 975 | 0.81% | — | 430 | +10,133 | New | Q4 2025 | Feb 02, 2026 |
| West Wealth Group, LLC | History | Added to | 10,119 | 974 | 0.2% | 0.21% | 431 | +521 | 5.43% | Q4 2025 | Jan 26, 2026 |
| Sovran Advisors, LLC | History | Added to | 10,029 | 966 | 0.08% | 0.07% | 432 | +1,319 | 15.14% | Q4 2025 | Jan 20, 2026 |
| Gridiron Partners, LLC | History | Reduced | 9,985 | 961 | 0.55% | 0.54% | 433 | -5,629 | -36.05% | Q4 2025 | Jan 08, 2026 |
| Atlatl Advisers LLC | History | Added to | 9,967 | 959 | 0.37% | 0.33% | 434 | +1,119 | 12.65% | Q4 2025 | Feb 09, 2026 |
| CHOREO, LLC | History | Reduced | 9,890 | 954 | 0.01% | 0.02% | 435 | -2,268 | -18.65% | Q4 2025 | Jan 23, 2026 |
| Golden State Equity Partners | History | Added to | 9,869 | 950 | 0.15% | 0.14% | 436 | +939 | 10.52% | Q4 2025 | Jan 29, 2026 |
| 10Elms LLP | History | Added to | 9,877 | 950 | 0.87% | 0.84% | 437 | +7 | 0.07% | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | New | 9,849 | 948 | 0.03% | — | 438 | +9,849 | New | Q4 2025 | Feb 10, 2026 |
| Security Financial Services, INC. | History | Added to | 9,804 | 943 | 0.15% | 0.15% | 439 | +200 | 2.08% | Q4 2025 | Jan 27, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 9,720 | 935 | 0.13% | 0.13% | 440 | +275 | 2.91% | Q4 2025 | Jan 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 9,637 | 927 | 0.0% | 0.0% | 441 | +467 | 5.09% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 9,618 | 925 | 0.02% | 0.02% | 442 | +160 | 1.69% | Q4 2025 | Jan 22, 2026 |
| Lido Advisors, LLC | History | Added to | 9,567 | 916 | 0.0% | 0.0% | 443 | +726 | 8.21% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 9,492 | 913 | 0.01% | 0.01% | 444 | +3,149 | 49.65% | Q4 2025 | Jan 20, 2026 |
| American Financial Advisors, LLC | History | Reduced | 9,477 | 912 | 0.12% | 0.16% | 445 | -3,201 | -25.25% | Q4 2025 | Feb 03, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 9,433 | 908 | 0.08% | 0.08% | 446 | +510 | 5.72% | Q4 2025 | Feb 09, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 9,610 | 899 | 0.08% | 0.08% | 447 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NVWM, LLC | History | Added to | 9,327 | 897 | 0.2% | 0.19% | 448 | +386 | 4.32% | Q4 2025 | Jan 20, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 9,299 | 895 | 0.27% | 0.28% | 449 | +229 | 2.52% | Q4 2025 | Feb 11, 2026 |
| City State Bank | History | Added to | 9,270 | 892 | 0.24% | 0.23% | 450 | +775 | 9.12% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 9,213 | 890 | 0.14% | 0.13% | 451 | +1,087 | 13.38% | Q4 2025 | Feb 02, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 9,185 | 889 | 0.3% | 0.3% | 452 | +451 | 5.16% | Q4 2025 | Feb 10, 2026 |
| Mirabaud & Cie SA | History | New | 9,000 | 866 | 0.28% | — | 453 | +9,000 | New | Q4 2025 | Jan 16, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 9,000 | 866 | 0.38% | 0.38% | 454 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 8,993 | 865 | 0.03% | 0.03% | 455 | -158 | -1.73% | Q4 2025 | Jan 30, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 8,975 | 864 | 0.01% | 0.02% | 456 | -314 | -3.38% | Q4 2025 | Feb 12, 2026 |
| FDx Advisors, Inc. | History | Added to | 8,966 | 863 | 0.44% | 0.25% | 457 | +313 | 3.62% | Q4 2025 | Feb 10, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 8,900 | 856 | 0.71% | 0.67% | 458 | +370 | 4.34% | Q4 2025 | Jan 23, 2026 |
| Keystone Global Partners, LLC | History | New | 8,865 | 853 | 0.38% | — | 459 | +8,865 | New | Q4 2025 | Jan 14, 2026 |
| ALESCO ADVISORS LLC | History | No change | 8,830 | 850 | 0.02% | 0.02% | 460 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Argent Trust Co | History | Added to | 8,812 | 848 | 0.03% | 0.02% | 461 | +3,299 | 59.84% | Q4 2025 | Feb 10, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 8,811 | 848 | 0.03% | 0.03% | 462 | -593 | -6.31% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 8,558 | 840 | 0.02% | — | 463 | +8,558 | New | Q4 2025 | Feb 13, 2026 |
| United Advisor Group, LLC | History | Reduced | 8,696 | 837 | 0.1% | 0.14% | 464 | -2,300 | -20.92% | Q4 2025 | Jan 26, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 8,499 | 818 | 0.1% | 0.11% | 465 | +64 | 0.76% | Q4 2025 | Feb 13, 2026 |
| Fortis Group Advisors, LLC | History | New | 8,400 | 811 | 0.14% | — | 466 | +8,400 | New | Q4 2025 | Feb 06, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 8,368 | 805 | 0.44% | 0.44% | 467 | +36 | 0.43% | Q4 2025 | Feb 10, 2026 |
| J2 Capital Management Inc | History | Added to | 8,328 | 801 | 0.58% | 0.58% | 469 | +173 | 2.12% | Q4 2025 | Jan 20, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 8,326 | 801 | 0.05% | 0.05% | 468 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cassilly Financial Group LLC | History | New | 8,304 | 799 | 0.71% | — | 470 | +8,304 | New | Q4 2025 | Jan 15, 2026 |
| Maridea Wealth Management LLC | History | Added to | 8,297 | 798 | 0.12% | 0.12% | 471 | +40 | 0.48% | Q4 2025 | Jan 08, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,266 | 795 | 0.02% | 0.02% | 472 | +871 | 11.78% | Q4 2025 | Feb 17, 2026 |
| Yoffe Investment Management, LLC | History | Added to | 8,262 | 795 | 1.01% | 1.02% | 473 | +17 | 0.21% | Q4 2025 | Jan 26, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 8,261 | 794 | 0.03% | 0.03% | 474 | -1,069 | -11.46% | Q4 2025 | Jan 23, 2026 |
| TFB Advisors LLC | History | Reduced | 8,229 | 792 | 0.22% | 0.23% | 475 | -151 | -1.8% | Q4 2025 | Feb 13, 2026 |
| ARWA LLC | History | New | 8,031 | 773 | 0.45% | — | 476 | +8,031 | New | Q4 2025 | Feb 27, 2026 |
| Crewe Advisors LLC | History | Reduced | 7,959 | 766 | 0.07% | 0.07% | 477 | -39 | -0.49% | Q4 2025 | Jan 16, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 7,947 | 765 | 0.11% | 0.1% | 478 | +929 | 13.24% | Q4 2025 | Feb 09, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 7,926 | 763 | 0.35% | 0.32% | 479 | +589 | 8.03% | Q4 2025 | Feb 09, 2026 |
| Carter Financial Group, INC. | History | Added to | 7,814 | 752 | 0.45% | 0.44% | 480 | +90 | 1.17% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 7,770 | 748 | 0.01% | 0.01% | 481 | -1,845 | -19.19% | Q4 2025 | Feb 12, 2026 |
| Plan A Wealth LLC | History | Reduced | 7,754 | 746 | 0.36% | 0.51% | 483 | -2,790 | -26.46% | Q4 2025 | Feb 06, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 7,757 | 746 | 0.27% | 0.29% | 482 | -398 | -4.88% | Q4 2025 | Feb 10, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | New | 7,720 | 743 | 0.11% | — | 484 | +7,720 | New | Q4 2025 | Jan 28, 2026 |
| MAI Capital Management | History | Added to | 7,712 | 742 | 0.0% | 0.0% | 485 | +374 | 5.1% | Q4 2025 | Feb 13, 2026 |
| Net Worth Advisory Group | History | Added to | 7,695 | 740 | 0.15% | 0.2% | 487 | +580 | 8.15% | Q4 2025 | Jan 14, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 7,695 | 740 | 0.03% | 0.03% | 486 | -68 | -0.88% | Q4 2025 | Feb 12, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 7,643 | 735 | 0.01% | 0.01% | 488 | -1,085 | -12.43% | Q4 2025 | Feb 05, 2026 |
| Rothschild Wealth LLC | History | Reduced | 7,572 | 728 | 0.07% | 0.17% | 489 | -570 | -7.0% | Q4 2025 | Feb 17, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 7,522 | 724 | 0.39% | 0.39% | 490 | +138 | 1.87% | Q4 2025 | Feb 24, 2026 |
| Chatterton & Associates Inc. | History | New | 7,384 | 710 | 0.61% | — | 491 | +7,384 | New | Q4 2025 | Jan 20, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Reduced | 7,367 | 709 | 0.03% | 0.97% | 492 | -231,463 | -96.92% | Q4 2025 | Feb 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 7,361 | 708 | 0.08% | 0.08% | 493 | -339 | -4.4% | Q4 2025 | Jan 08, 2026 |
| CERTUITY, LLC | History | No change | 7,276 | 700 | 0.04% | 0.05% | 494 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 7,240 | 697 | 0.34% | — | 496 | +7,240 | New | Q4 2025 | Jan 16, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 7,244 | 697 | 0.35% | 0.35% | 495 | -61 | -0.84% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 7,099 | 683 | 0.0% | 0.0% | 497 | +293 | 4.31% | Q4 2025 | Jan 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 7,022 | 676 | 0.02% | 0.02% | 498 | -232 | -3.2% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Added to | 7,001 | 674 | 0.03% | 0.02% | 499 | +1,461 | 26.37% | Q4 2025 | Jan 27, 2026 |
| Ridge Creek Global, Inc | History | New | 6,985 | 672 | 0.56% | — | 500 | +6,985 | New | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 6,865 | 660 | 0.02% | 0.02% | 501 | +470 | 7.35% | Q4 2025 | Jan 23, 2026 |
| Greenspring Advisors, LLC | History | New | 6,749 | 649 | 0.04% | — | 503 | +6,749 | New | Q4 2025 | Feb 10, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 6,750 | 649 | 0.14% | 0.25% | 502 | -4,270 | -38.75% | Q4 2025 | Feb 02, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,683 | 643 | 0.01% | 0.01% | 504 | +502 | 8.12% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 6,665 | 641 | 0.05% | 0.05% | 505 | -15 | -0.22% | Q4 2025 | Feb 11, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Added to | 6,650 | 640 | 0.02% | 0.01% | 506 | +1,362 | 25.76% | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 6,586 | 634 | 0.05% | 0.05% | 507 | -357 | -5.14% | Q4 2025 | Feb 12, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 6,576 | 633 | 0.2% | 0.49% | 508 | -1,724 | -20.77% | Q4 2025 | Jan 22, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 6,556 | 631 | 0.29% | 0.32% | 509 | -315 | -4.58% | Q4 2025 | Jan 28, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 6,518 | 627 | 0.02% | 0.02% | 510 | +974 | 17.57% | Q4 2025 | Jan 21, 2026 |
| Brookwood Investment Group LLC | History | Added to | 6,479 | 623 | 0.07% | 0.05% | 511 | +2,399 | 58.8% | Q4 2025 | Jan 22, 2026 |
| Kovack Advisors, Inc. | History | Added to | 6,405 | 616 | 0.03% | 0.04% | 512 | +1,414 | 28.33% | Q4 2025 | Feb 17, 2026 |
| Apeiron RIA LLC | History | Reduced | 6,378 | 613 | 0.12% | 0.31% | 513 | -8,070 | -55.86% | Q4 2025 | Feb 03, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 6,324 | 608 | 0.0% | 13.14% | 514 | -23,410 | -78.73% | Q4 2025 | Feb 17, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 6,283 | 604 | 0.22% | — | 515 | +6,283 | New | Q4 2025 | Jan 08, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 6,245 | 601 | 0.16% | 0.18% | 516 | -682 | -9.85% | Q4 2025 | Feb 17, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 6,236 | 600 | 0.4% | 0.25% | 517 | +2,193 | 54.24% | Q4 2025 | Jan 05, 2026 |
| KKM Financial LLC | History | Added to | 6,208 | 597 | 0.11% | 0.18% | 518 | +295 | 4.99% | Q4 2025 | Feb 18, 2026 |
| Blue Fin Capital, Inc. | History | Added to | 6,176 | 594 | 0.09% | 0.09% | 519 | +457 | 7.99% | Q4 2025 | Jan 23, 2026 |
| Range Financial Group LLC | History | Added to | 6,135 | 590 | 0.2% | 0.14% | 520 | +2,187 | 55.4% | Q4 2025 | Jan 15, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 6,119 | 589 | 0.32% | 0.28% | 521 | +320 | 5.52% | Q4 2025 | Jan 30, 2026 |
| Frisch Financial Group, Inc. | History | No change | 6,038 | 581 | 0.13% | 0.13% | 522 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 5,992 | 576 | 0.25% | 0.22% | 523 | +854 | 16.62% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 5,976 | 575 | 0.0% | 0.0% | 524 | -536 | -8.23% | Q4 2025 | Feb 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 5,961 | 573 | 0.07% | 0.07% | 525 | +154 | 2.65% | Q4 2025 | Jan 26, 2026 |
| Activest Wealth Management | History | Added to | 5,939 | 571 | 0.11% | 0.11% | 526 | +22 | 0.37% | Q4 2025 | Jan 30, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 5,892 | 567 | 0.16% | 0.18% | 527 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 5,819 | 560 | 0.06% | 0.06% | 528 | -236 | -3.9% | Q4 2025 | Feb 12, 2026 |
| J.M. Arbour, LLC | History | New | 5,703 | 549 | 0.55% | — | 529 | +5,703 | New | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | Added to | 5,681 | 547 | 0.01% | 0.01% | 530 | +76 | 1.36% | Q4 2025 | Feb 09, 2026 |
| Riverbend Wealth Management, LLC | History | New | 5,562 | 535 | 0.33% | — | 531 | +5,562 | New | Q4 2025 | Jan 29, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 5,538 | 533 | 0.38% | 0.54% | 532 | -1,306 | -19.08% | Q4 2025 | Feb 10, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | New | 5,514 | 530 | 0.03% | — | 533 | +5,514 | New | Q4 2025 | Feb 04, 2026 |
| RDA Financial Network | History | Added to | 5,506 | 530 | 0.13% | 0.08% | 534 | +2,126 | 62.9% | Q4 2025 | Jan 06, 2026 |
| Balefire, LLC | History | Reduced | 5,416 | 521 | 0.1% | 0.11% | 535 | -369 | -6.38% | Q4 2025 | Jan 12, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 5,379 | 518 | 0.03% | 0.04% | 536 | -930 | -14.74% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 5,379 | 517 | 0.07% | — | 538 | +5,379 | New | Q4 2025 | Feb 09, 2026 |
| Intellectus Partners, LLC | History | Reduced | 5,372 | 517 | 0.1% | 0.17% | 537 | -3,903 | -42.08% | Q4 2025 | Feb 10, 2026 |
| Belpointe Asset Management LLC | History | Added to | 5,347 | 514 | 0.02% | 0.01% | 539 | +1,955 | 57.64% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 5,347 | 514 | 0.08% | 0.05% | 540 | +1,955 | 57.64% | Q4 2025 | Jan 27, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 5,282 | 508 | 0.07% | 0.07% | 541 | +733 | 16.11% | Q4 2025 | Feb 09, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 5,280 | 507 | 0.29% | 0.16% | 542 | +221 | 4.37% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | Reduced | 5,207 | 501 | 0.0% | 0.0% | 543 | -11,938 | -69.63% | Q4 2025 | Feb 13, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 5,191 | 499 | 0.13% | 0.1% | 544 | +1,511 | 41.06% | Q4 2025 | Jan 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 5,147 | 495 | 0.0% | 0.0% | 545 | +873 | 20.43% | Q4 2025 | Feb 17, 2026 |
| Center For Asset Management LLC | History | Added to | 5,121 | 493 | 0.26% | 0.25% | 546 | +173 | 3.5% | Q4 2025 | Jan 21, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 5,052 | 486 | 0.07% | 0.07% | 547 | +100 | 2.02% | Q4 2025 | Feb 12, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 5,007 | 482 | 0.11% | 0.11% | 548 | +99 | 2.02% | Q4 2025 | Jan 16, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | New | 4,879 | 469 | 0.05% | — | 549 | +4,879 | New | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 4,855 | 467 | 0.01% | 0.01% | 550 | +37 | 0.77% | Q4 2025 | Jan 09, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 4,842 | 466 | 0.1% | 0.08% | 551 | +985 | 25.54% | Q4 2025 | Jan 29, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 4,797 | 461 | 0.27% | 0.33% | 553 | -1,099 | -18.64% | Q4 2025 | Jan 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 4,791 | 461 | 0.01% | 0.01% | 552 | +68 | 1.44% | Q4 2025 | Jan 28, 2026 |
| HCR Wealth Advisors | History | Reduced | 4,712 | 453 | 0.04% | 0.05% | 554 | -10 | -0.21% | Q4 2025 | Jan 27, 2026 |
| WESPAC Advisors, LLC | History | Added to | 4,688 | 451 | 0.24% | 0.18% | 555 | +1,449 | 44.74% | Q4 2025 | Jan 14, 2026 |
| BOS Asset Management, LLC | History | Reduced | 4,694 | 451 | 0.12% | 0.13% | 556 | -40 | -0.84% | Q4 2025 | Jan 09, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 4,678 | 450 | 0.19% | 0.18% | 557 | +547 | 13.24% | Q4 2025 | Feb 18, 2026 |
| Archer Investment Management, LLC | History | New | 4,663 | 448 | 0.24% | — | 558 | +4,663 | New | Q4 2025 | Jan 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 4,824 | 447 | 0.01% | 0.03% | 559 | -12,673 | -72.43% | Q4 2025 | Feb 11, 2026 |
| Cohen Investment Advisors LLC | History | No change | 4,649 | 447 | 0.21% | 0.21% | 560 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,631 | 445 | 0.01% | 0.01% | 561 | +662 | 16.68% | Q4 2025 | Jan 14, 2026 |
| WFA of San Diego, LLC | History | Reduced | 4,614 | 444 | 0.32% | 0.3% | 562 | -63 | -1.35% | Q4 2025 | Feb 17, 2026 |
| Redwood Investment Management, LLC | History | Added to | 4,586 | 441 | 0.05% | 0.04% | 563 | +595 | 14.91% | Q4 2025 | Feb 17, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 4,553 | 438 | 0.29% | 0.28% | 564 | +175 | 4.0% | Q4 2025 | Feb 05, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 4,537 | 436 | 0.32% | 0.35% | 565 | -126 | -2.7% | Q4 2025 | Jan 14, 2026 |
| Mosley Wealth Management | History | New | 4,584 | 435 | 0.2% | — | 568 | +4,584 | New | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,519 | 435 | 0.04% | 0.03% | 566 | +1,225 | 37.19% | Q4 2025 | Jan 26, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 4,528 | 435 | 0.02% | 0.02% | 567 | -128 | -2.75% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,508 | 434 | 0.01% | 0.01% | 569 | +453 | 11.17% | Q4 2025 | Feb 09, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 4,463 | 429 | 0.07% | — | 570 | +4,463 | New | Q4 2025 | Feb 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 4,450 | 428 | 0.02% | 0.02% | 572 | -147 | -3.2% | Q4 2025 | Feb 17, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 4,436 | 428 | 0.02% | 0.02% | 571 | +88 | 2.02% | Q4 2025 | Feb 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 4,445 | 427 | 0.01% | 0.01% | 573 | -405 | -8.35% | Q4 2025 | Jan 21, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 4,445 | 427 | 0.06% | 0.07% | 574 | -119 | -2.61% | Q4 2025 | Feb 11, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 4,423 | 425 | 0.11% | 0.1% | 575 | +169 | 3.97% | Q4 2025 | Feb 10, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 4,406 | 424 | 0.07% | 0.06% | 576 | +751 | 20.55% | Q4 2025 | Feb 11, 2026 |
| AlphaCentric Advisors LLC | History | New | 4,380 | 421 | 0.42% | — | 577 | +4,380 | New | Q4 2025 | Feb 12, 2026 |
| Lexington Hill Partners, LLC | History | New | 4,342 | 418 | 0.31% | — | 578 | +4,342 | New | Q4 2025 | Feb 19, 2026 |
| Vericrest Private Wealth | History | New | 4,341 | 417 | 0.37% | — | 579 | +4,341 | New | Q4 2025 | Mar 12, 2026 |
| Clearview Wealth Advisors LLC | History | Added to | 4,313 | 415 | 0.26% | 0.25% | 580 | +232 | 5.68% | Q4 2025 | Feb 17, 2026 |
| VPR Management LLC | History | No change | 4,300 | 414 | 0.18% | 0.19% | 581 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,222 | 406 | 0.01% | 0.01% | 583 | +334 | 8.59% | Q4 2025 | Jan 28, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 4,224 | 406 | 0.15% | 0.17% | 584 | -265 | -5.9% | Q4 2025 | Jan 08, 2026 |
| StoneX Group Inc. | History | Added to | 4,223 | 406 | 0.02% | 0.02% | 582 | +119 | 2.9% | Q4 2025 | Feb 12, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 4,215 | 405 | 0.1% | 0.12% | 585 | -344 | -7.55% | Q4 2025 | Jan 29, 2026 |
| First Growth Capital LLC | History | New | 4,160 | 403 | 0.36% | — | 586 | +4,160 | New | Q4 2025 | Feb 19, 2026 |
| Richmond Investment Services, LLC | History | Added to | 4,155 | 400 | 0.07% | 0.06% | 587 | +590 | 16.55% | Q4 2025 | Feb 12, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 4,150 | 399 | 0.04% | 0.04% | 588 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sterling Investment Counsel, LLC | History | New | 4,467 | 397 | 0.11% | — | 589 | +4,467 | New | Q4 2025 | Jan 27, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 4,110 | 395 | 0.22% | 0.28% | 590 | -842 | -17.0% | Q4 2025 | Feb 17, 2026 |
| EASTERN BANK | History | Added to | 4,093 | 394 | 0.01% | 0.0% | 591 | +2,372 | 137.83% | Q4 2025 | Jan 14, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 4,056 | 390 | 0.11% | 0.12% | 592 | -40 | -0.98% | Q4 2025 | Feb 09, 2026 |
| Montecito Bank & Trust | History | Reduced | 4,046 | 389 | 0.06% | 0.06% | 593 | -214 | -5.02% | Q4 2025 | Jan 09, 2026 |
| Bellwether Advisors, LLC | History | Added to | 4,027 | 387 | 0.06% | 0.05% | 594 | +1,084 | 36.83% | Q4 2025 | Feb 09, 2026 |
| Kilter Group LLC | History | Added to | 4,002 | 385 | 0.17% | 0.17% | 595 | +99 | 2.54% | Q4 2025 | Feb 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 3,963 | 383 | 0.11% | 0.09% | 597 | +1,129 | 39.84% | Q4 2025 | Feb 10, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Reduced | 3,987 | 383 | 0.21% | 0.24% | 596 | -347 | -8.01% | Q4 2025 | Feb 13, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 3,961 | 381 | 0.18% | 3.67% | 598 | -149,187 | -97.41% | Q4 2025 | Feb 06, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Reduced | 3,947 | 380 | 0.02% | 0.02% | 599 | -26 | -0.65% | Q4 2025 | Feb 13, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | New | 3,946 | 379 | 0.33% | — | 600 | +3,946 | New | Q4 2025 | Feb 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 3,933 | 378 | 0.01% | 0.01% | 602 | +566 | 16.81% | Q4 2025 | Jan 16, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,927 | 378 | 0.03% | 0.03% | 601 | -15 | -0.38% | Q4 2025 | Jan 09, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 3,919 | 377 | 0.0% | 0.0% | 603 | +3,557 | 982.6% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,916 | 377 | 0.04% | 0.04% | 605 | +300 | 8.3% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 3,920 | 377 | 0.02% | 0.02% | 604 | +33 | 0.85% | Q4 2025 | Feb 03, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 3,890 | 376 | 0.25% | 0.34% | 606 | -1,097 | -22.0% | Q4 2025 | Feb 11, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 3,897 | 375 | 0.02% | 0.02% | 607 | +407 | 11.66% | Q4 2025 | Mar 04, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 3,902 | 375 | 0.07% | 0.07% | 608 | +86 | 2.25% | Q4 2025 | Jan 29, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 3,894 | 374 | 0.14% | 0.15% | 609 | +87 | 2.29% | Q4 2025 | Jan 30, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 3,874 | 373 | 0.01% | 0.01% | 610 | -197 | -4.84% | Q4 2025 | Jan 06, 2026 |
| Wagner Wealth Management, Corp | History | New | 3,866 | 372 | 0.37% | — | 611 | +3,866 | New | Q4 2025 | Feb 12, 2026 |
| CPA Asset Management Group, LLC | History | No change | 3,857 | 371 | 0.13% | 0.14% | 612 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 3,853 | 370 | 0.09% | 0.08% | 613 | +316 | 8.93% | Q4 2025 | Jan 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,841 | 369 | 0.0% | 0.0% | 614 | +1,521 | 65.56% | Q4 2025 | Feb 17, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 3,809 | 366 | 0.03% | 0.11% | 616 | -8,474 | -68.99% | Q4 2025 | Jan 13, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 3,804 | 366 | 0.12% | 0.1% | 617 | +603 | 18.84% | Q4 2025 | Feb 13, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 3,805 | 366 | 0.11% | 0.12% | 615 | -363 | -8.71% | Q4 2025 | Jan 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 3,800 | 365 | 0.0% | — | 618 | +3,800 | New | Q4 2025 | Feb 12, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 3,785 | 364 | 0.13% | 0.12% | 622 | +600 | 18.84% | Q4 2025 | Jan 13, 2026 |
| McAdam, LLC | History | Added to | 3,789 | 364 | 0.02% | 0.02% | 620 | +509 | 15.52% | Q4 2025 | Feb 13, 2026 |
| Dorsey Wright & Associates | History | Reduced | 3,784 | 364 | 0.08% | 0.09% | 619 | -365 | -8.8% | Q4 2025 | Feb 20, 2026 |
| Petix & Botte Co | History | No change | 3,782 | 364 | 0.08% | 0.08% | 621 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Concorde Asset Management, LLC | History | Added to | 3,780 | 363 | 0.15% | 0.13% | 623 | +495 | 15.07% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,750 | 361 | 0.0% | 0.0% | 624 | -326 | -8.0% | Q4 2025 | Feb 13, 2026 |
| Davis Wealth Advisors, LLC | History | New | 3,731 | 359 | 0.3% | — | 626 | +3,731 | New | Q4 2025 | Feb 17, 2026 |
| Integris Wealth Management, LLC | History | No change | 3,733 | 359 | 0.08% | 0.09% | 625 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 3,695 | 356 | 0.01% | 0.01% | 627 | +889 | 31.68% | Q4 2025 | Feb 12, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 3,707 | 356 | 0.13% | 0.1% | 628 | +585 | 18.74% | Q4 2025 | Feb 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 3,694 | 355 | 0.02% | 0.02% | 629 | +289 | 8.49% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,684 | 354 | 0.01% | 0.02% | 631 | -660 | -15.19% | Q4 2025 | Feb 06, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 3,687 | 354 | 0.05% | 0.05% | 630 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 3,671 | 353 | 0.01% | 0.01% | 632 | -100 | -2.65% | Q4 2025 | Jan 14, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 3,638 | 350 | 0.02% | 0.02% | 633 | +29 | 0.8% | Q4 2025 | Feb 05, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 3,586 | 345 | 0.19% | 0.15% | 634 | +880 | 32.52% | Q4 2025 | Jan 14, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 3,582 | 344 | 0.1% | 0.1% | 635 | +170 | 4.98% | Q4 2025 | Feb 09, 2026 |
| Sigma Planning Corp | History | Reduced | 3,553 | 342 | 0.01% | 0.01% | 636 | -132 | -3.58% | Q4 2025 | Jan 30, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 3,510 | 337 | 0.17% | 0.17% | 637 | +146 | 4.34% | Q4 2025 | Feb 13, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 3,446 | 331 | 0.28% | 0.29% | 638 | -444 | -11.41% | Q4 2025 | Jan 28, 2026 |
| Zinnia Wealth Advisory, LLC | History | New | 3,415 | 328 | 0.35% | — | 639 | +3,415 | New | Q4 2025 | Feb 13, 2026 |
| Petros Family Wealth, LLC | History | New | 3,405 | 327 | 0.22% | — | 641 | +3,405 | New | Q4 2025 | Jan 14, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 3,400 | 327 | 0.05% | 0.06% | 640 | -364 | -9.67% | Q4 2025 | Jan 22, 2026 |
| IPG Investment Advisors LLC | History | No change | 3,394 | 326 | 0.06% | 0.06% | 642 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Added to | 3,374 | 324 | 0.18% | 0.19% | 643 | +78 | 2.37% | Q4 2025 | Mar 05, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 3,364 | 323 | 0.01% | 0.01% | 644 | -692 | -17.06% | Q4 2025 | Feb 18, 2026 |
| Creekside Partners | History | Added to | 3,364 | 323 | 0.14% | 0.14% | 645 | +32 | 0.96% | Q4 2025 | Feb 13, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 3,347 | 322 | 0.18% | 0.23% | 646 | -1,320 | -28.28% | Q4 2025 | Jan 28, 2026 |
| XY Planning Network, Inc. | History | New | 3,344 | 321 | 0.06% | — | 648 | +3,344 | New | Q4 2025 | Jan 26, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 3,330 | 321 | 0.03% | 0.03% | 647 | -161 | -4.61% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Management | History | New | 3,331 | 320 | 0.36% | — | 650 | +3,331 | New | Q4 2025 | Mar 03, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 3,324 | 320 | 0.02% | 0.02% | 649 | +740 | 28.64% | Q4 2025 | Feb 12, 2026 |
| Advisors Capital Management, LLC | History | New | 3,297 | 317 | 0.0% | — | 651 | +3,297 | New | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 3,284 | 316 | 0.0% | 0.0% | 652 | +91 | 2.85% | Q4 2025 | Feb 17, 2026 |
| WealthPoint Financial, LLC | History | New | 3,252 | 313 | 0.27% | — | 653 | +3,252 | New | Q4 2025 | Feb 19, 2026 |
| BAM Wealth Management, LLC | History | Added to | 3,258 | 313 | 0.23% | 0.21% | 654 | +379 | 13.16% | Q4 2025 | Jan 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 3,236 | 311 | 0.01% | 0.01% | 655 | +125 | 4.02% | Q4 2025 | Feb 02, 2026 |
| Finley Financial, LLC | History | No change | 3,240 | 311 | 0.14% | 0.14% | 656 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Stewardship Advisors, LLC | History | Added to | 3,217 | 309 | 0.07% | 0.07% | 657 | +75 | 2.39% | Q4 2025 | Jan 15, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 3,211 | 309 | 0.06% | 0.06% | 658 | +27 | 0.85% | Q4 2025 | Feb 12, 2026 |
| Maia Wealth LLC | History | Reduced | 3,163 | 307 | 0.05% | 0.08% | 659 | -1,727 | -35.32% | Q4 2025 | Feb 17, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 3,185 | 306 | 0.15% | 0.18% | 660 | -484 | -13.19% | Q4 2025 | Jan 29, 2026 |
| PINNEY & SCOFIELD, INC. | History | Reduced | 3,186 | 306 | 0.17% | 0.21% | 662 | -372 | -10.46% | Q4 2025 | Feb 13, 2026 |
| Breakwater Investment Management | History | Added to | 3,182 | 306 | 0.11% | 0.11% | 661 | +155 | 5.12% | Q4 2025 | Feb 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 3,180 | 305 | 0.01% | 0.01% | 664 | -170 | -5.07% | Q4 2025 | Feb 12, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 3,178 | 305 | 0.13% | 0.13% | 663 | -14 | -0.44% | Q4 2025 | Jan 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 3,152 | 303 | 0.0% | 0.01% | 665 | -640 | -16.88% | Q4 2025 | Feb 10, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 3,143 | 302 | 0.08% | 0.08% | 666 | +56 | 1.81% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,046 | 293 | 0.02% | 0.02% | 667 | +185 | 6.47% | Q4 2025 | Feb 06, 2026 |
| Sage Investment Advisers LLC | History | New | 3,038 | 292 | 0.22% | — | 668 | +3,038 | New | Q4 2025 | Feb 10, 2026 |
| SHP Wealth Management | History | New | 3,005 | 289 | 0.02% | — | 669 | +3,005 | New | Q4 2025 | Mar 04, 2026 |
| Polaris Investment Advisors, LLC | History | New | 2,966 | 285 | 0.21% | — | 670 | +2,966 | New | Q4 2025 | Jan 15, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 2,957 | 284 | 0.17% | 0.19% | 672 | -303 | -9.29% | Q4 2025 | Jan 13, 2026 |
| KWB Wealth | History | Added to | 2,957 | 284 | 0.03% | 0.03% | 671 | +4 | 0.14% | Q4 2025 | Jan 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 2,944 | 283 | 0.06% | 0.1% | 673 | -11 | -0.37% | Q4 2025 | Feb 12, 2026 |
| VILLERE ST DENIS J & CO LLC | History | No change | 2,937 | 282 | 0.03% | 0.03% | 674 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | No change | 2,930 | 282 | 0.09% | 0.09% | 675 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 2,922 | 281 | 0.03% | 0.03% | 676 | -2 | -0.07% | Q4 2025 | Feb 17, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 2,906 | 279 | 0.14% | 0.12% | 677 | +309 | 11.9% | Q4 2025 | Feb 12, 2026 |
| Americana Partners, LLC | History | Added to | 2,858 | 275 | 0.01% | 0.01% | 679 | +368 | 14.78% | Q4 2025 | Feb 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 2,864 | 275 | 0.02% | 0.02% | 678 | -327 | -10.25% | Q4 2025 | Jan 23, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 2,832 | 272 | 0.01% | 0.01% | 680 | -146 | -4.9% | Q4 2025 | Feb 12, 2026 |
| DRAVO BAY LLC | History | Reduced | 2,812 | 270 | 0.11% | 0.13% | 681 | -309 | -9.9% | Q4 2025 | Jan 27, 2026 |
| Magnus Financial Group LLC | History | New | 2,803 | 269 | 0.02% | — | 683 | +2,803 | New | Q4 2025 | Jan 07, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 2,796 | 269 | 0.27% | — | 685 | +2,796 | New | Q4 2025 | Feb 13, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 2,794 | 269 | 0.09% | 0.12% | 684 | -175 | -5.89% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 2,798 | 269 | 0.01% | 0.01% | 682 | +3 | 0.11% | Q4 2025 | Feb 06, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 2,771 | 266 | 0.06% | — | 686 | +2,771 | New | Q4 2025 | Jan 09, 2026 |
| Claro Advisors Inc. | History | New | 2,686 | 258 | 0.04% | — | 687 | +2,686 | New | Q4 2025 | Feb 17, 2026 |
| ASL Financial, LLC | History | New | 2,680 | 256 | 0.2% | — | 690 | +2,680 | New | Q4 2025 | Jan 20, 2026 |
| Tennessee Valley Asset Management Partners | History | New | 2,664 | 256 | 0.03% | — | 689 | +2,664 | New | Q4 2025 | Feb 05, 2026 |
| Versant Capital Management, Inc | History | Reduced | 2,669 | 256 | 0.03% | 0.04% | 688 | -46 | -1.69% | Q4 2025 | Jan 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 2,656 | 255 | 0.0% | — | 691 | +2,656 | New | Q4 2025 | Feb 19, 2026 |
| IFG Advisory, LLC | History | Added to | 2,644 | 254 | 0.01% | 0.01% | 692 | +110 | 4.34% | Q4 2025 | Feb 10, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,620 | 252 | 0.01% | 0.01% | 693 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 2,621 | 252 | 0.17% | 0.18% | 694 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MSH Capital Advisors LLC | History | New | 2,610 | 251 | 0.05% | — | 695 | +2,610 | New | Q4 2025 | Feb 09, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 2,569 | 247 | 0.11% | 0.19% | 697 | -1,406 | -35.37% | Q4 2025 | Feb 17, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 2,566 | 247 | 0.01% | 0.01% | 696 | -241 | -8.59% | Q4 2025 | Jan 20, 2026 |
| Facet Wealth, Inc. | History | New | 2,545 | 246 | 0.0% | — | 698 | +2,545 | New | Q4 2025 | Jan 29, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 2,563 | 246 | 0.03% | 0.04% | 699 | -8 | -0.31% | Q4 2025 | Jan 09, 2026 |
| Legacy Wealth Partners, LLC | History | New | 2,540 | 244 | 0.06% | — | 700 | +2,540 | New | Q4 2025 | Feb 17, 2026 |
| Capital Management Associates, Inc | History | New | 2,523 | 242 | 0.05% | — | 702 | +2,523 | New | Q4 2025 | Jan 21, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 2,518 | 242 | 0.0% | 0.0% | 701 | +194 | 8.35% | Q4 2025 | Feb 13, 2026 |
| Trust Point Inc. | History | No change | 2,500 | 240 | 0.02% | 0.02% | 703 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Banco Santander, S.A. | History | New | 2,458 | 236 | 0.0% | — | 704 | +2,458 | New | Q4 2025 | Feb 13, 2026 |
| New Republic Capital, LLC | History | Added to | 2,453 | 236 | 0.06% | 0.07% | 706 | +59 | 2.46% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 2,452 | 236 | 0.0% | 0.0% | 705 | +58 | 2.42% | Q4 2025 | Feb 09, 2026 |
| Zhang Financial LLC | History | New | 2,451 | 235 | 0.01% | — | 707 | +2,451 | New | Q4 2025 | Feb 10, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 2,424 | 233 | 0.35% | 0.33% | 708 | +91 | 3.9% | Q4 2025 | Jan 29, 2026 |
| Westmount Partners, LLC | History | Reduced | 2,402 | 231 | 0.06% | 0.06% | 709 | -30 | -1.23% | Q4 2025 | Jan 15, 2026 |
| VestGen Advisors, LLC | History | New | 2,392 | 230 | 0.01% | — | 711 | +2,392 | New | Q4 2025 | Feb 17, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 2,397 | 230 | 0.03% | 0.04% | 710 | -957 | -28.53% | Q4 2025 | Jan 21, 2026 |
| MMA ASSET MANAGEMENT LLC | History | New | 2,366 | 227 | 0.08% | — | 712 | +2,366 | New | Q4 2025 | Feb 03, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,353 | 226 | 0.0% | 0.0% | 714 | +157 | 7.15% | Q4 2025 | Jan 28, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 2,356 | 226 | 0.14% | 0.14% | 713 | -17 | -0.72% | Q4 2025 | Jan 22, 2026 |
| BankPlus Trust Department | History | No change | 2,348 | 226 | 0.06% | 0.06% | 715 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 2,334 | 224 | 0.06% | 0.07% | 717 | +4 | 0.17% | Q4 2025 | Feb 09, 2026 |
| Aspire Private Capital, LLC | History | Added to | 2,332 | 224 | 0.05% | 0.05% | 716 | +1 | 0.04% | Q4 2025 | Jan 16, 2026 |
| HF Advisory Group, LLC | History | Added to | 2,307 | 222 | 0.08% | 0.08% | 718 | +102 | 4.63% | Q4 2025 | Jan 23, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 2,305 | 221 | 0.01% | 0.02% | 719 | -62 | -2.62% | Q4 2025 | Apr 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,288 | 220 | 0.02% | 0.02% | 720 | -397 | -14.79% | Q4 2025 | Feb 03, 2026 |
| DAVIDSON TRUST CO | History | New | 2,277 | 219 | 0.09% | — | 721 | +2,277 | New | Q4 2025 | Jan 27, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 2,255 | 217 | 0.05% | 0.05% | 722 | +55 | 2.5% | Q4 2025 | Feb 17, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 2,241 | 215 | 0.04% | — | 723 | +2,241 | New | Q4 2025 | Feb 18, 2026 |
| Advyzon Investment Management, LLC | History | New | 2,230 | 214 | 0.02% | — | 724 | +2,230 | New | Q4 2025 | Feb 13, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 2,209 | 212 | 0.06% | 0.07% | 725 | -485 | -18.0% | Q4 2025 | Feb 11, 2026 |
| Joseph P. Lucia & Associates, LLC | History | New | 2,187 | 210 | 0.08% | — | 727 | +2,187 | New | Q4 2025 | Jan 28, 2026 |
| NorthLanding Financial Partners, LLC | History | No change | 2,187 | 210 | 0.17% | 0.17% | 726 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 2,173 | 209 | 0.08% | 0.1% | 729 | -633 | -22.56% | Q4 2025 | Jan 22, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 2,176 | 209 | 0.06% | 0.06% | 728 | -235 | -9.75% | Q4 2025 | Feb 06, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 2,145 | 206 | 0.04% | 2.04% | 730 | -127,290 | -98.34% | Q4 2025 | Feb 17, 2026 |
| Latitude Advisors, LLC | History | New | 2,111 | 203 | 0.09% | — | 731 | +2,111 | New | Q4 2025 | Jan 27, 2026 |
| GDS Wealth Management | History | New | 2,101 | 202 | 0.01% | — | 732 | +2,101 | New | Q4 2025 | Feb 02, 2026 |
| PFG Investments, LLC | History | Reduced | 2,100 | 202 | 0.01% | 0.01% | 733 | -114 | -5.15% | Q4 2025 | Jan 26, 2026 |
| Park Edge Advisors, LLC | History | New | 2,092 | 201 | 0.05% | — | 736 | +2,092 | New | Q4 2025 | Jan 16, 2026 |
| TORONTO DOMINION BANK | History | New | 2,089 | 201 | 0.0% | — | 734 | +2,089 | New | Q4 2025 | Feb 17, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 2,091 | 201 | 0.11% | 0.11% | 735 | -27 | -1.27% | Q4 2025 | Jan 21, 2026 |
| FLP Wealth Management, LLC | History | New | 8,473 | 200 | 0.47% | — | 738 | +8,473 | New | Q4 2025 | Jan 20, 2026 |
| CAP Partners, LLC | History | New | 2,086 | 200 | 0.11% | — | 737 | +2,086 | New | Q4 2025 | Feb 04, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 2,016 | 194 | 0.06% | 0.09% | 739 | +1,019 | 102.21% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,981 | 190 | 0.0% | 0.0% | 740 | +101 | 5.37% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,967 | 189 | 0.0% | 0.0% | 741 | -58 | -2.86% | Q4 2025 | Feb 09, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 1,939 | 186 | 0.05% | — | 742 | +1,939 | New | Q4 2025 | Feb 09, 2026 |
| Copia Wealth Management | History | New | 1,929 | 185 | 0.13% | — | 743 | +1,929 | New | Q4 2025 | Feb 06, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 1,877 | 180 | 0.11% | 0.12% | 744 | +3 | 0.16% | Q4 2025 | Jan 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,824 | 176 | 0.01% | 0.01% | 745 | +424 | 30.29% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,747 | 168 | 0.01% | 0.01% | 746 | +148 | 9.26% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,714 | 165 | 0.01% | — | 747 | +1,714 | New | Q4 2025 | Jan 21, 2026 |
| GAMMA Investing LLC | History | Added to | 1,673 | 161 | 0.01% | 0.01% | 748 | +62 | 3.85% | Q4 2025 | Jan 05, 2026 |
| Elevated Capital Advisors, LLC | History | New | 1,617 | 155 | 0.04% | — | 749 | +1,617 | New | Q4 2025 | Jan 27, 2026 |
| Pflug Koory, LLC | History | No change | 1,576 | 151 | 0.07% | 0.07% | 750 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Red Tortoise LLC | History | Added to | 1,561 | 150 | 0.06% | 0.06% | 751 | +25 | 1.63% | Q4 2025 | Jan 22, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 1,455 | 140 | 0.01% | 0.01% | 752 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Centennial Bank/AR/ | History | Added to | 1,432 | 137 | 0.05% | 0.01% | 753 | +1,177 | 461.57% | Q4 2025 | Feb 17, 2026 |
| Sunrise Financial Services, LLC | History | New | 1,379 | 132 | 0.1% | — | 754 | +1,379 | New | Q4 2025 | Feb 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 1,357 | 130 | 0.01% | — | 755 | +1,357 | New | Q4 2025 | Jan 23, 2026 |
| Operose Advisors LLC | History | Added to | 1,322 | 127 | 0.03% | 0.03% | 757 | +22 | 1.69% | Q4 2025 | Feb 10, 2026 |
| Stelac Advisory Services LLC | History | No change | 1,324 | 127 | 0.04% | 0.04% | 756 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 1,305 | 125 | 0.0% | — | 758 | +1,305 | New | Q4 2025 | Feb 05, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 1,197 | 115 | 0.01% | 0.02% | 759 | -223 | -15.7% | Q4 2025 | Feb 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1,178 | 113 | 0.09% | — | 760 | +1,178 | New | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,169 | 112 | 0.0% | 0.0% | 761 | -443 | -27.48% | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 1,130 | 108 | 0.04% | 0.04% | 762 | +19 | 1.71% | Q4 2025 | Jan 28, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,116 | 107 | 0.01% | 0.01% | 763 | -175 | -13.56% | Q4 2025 | Jan 29, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,080 | 103 | 0.0% | 0.0% | 764 | +53 | 5.16% | Q4 2025 | Feb 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,057 | 101 | 0.0% | 0.0% | 765 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PFS Partners, LLC | History | Reduced | 981 | 94 | 0.04% | 0.05% | 766 | -18 | -1.8% | Q4 2025 | Jan 16, 2026 |
| Hyposwiss Advisors SA | History | New | 975 | 93 | 0.09% | — | 767 | +975 | New | Q4 2025 | Feb 17, 2026 |
| Kingdom Financial Group LLC. | History | New | 957 | 92 | 0.03% | — | 768 | +957 | New | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 958 | 92 | 0.0% | 0.0% | 769 | -129 | -11.87% | Q4 2025 | Jan 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 895 | 86 | 0.0% | 0.0% | 770 | +716 | 400.0% | Q4 2025 | Feb 11, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 884 | 85 | 0.02% | 0.02% | 771 | -8 | -0.9% | Q4 2025 | Feb 02, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 855 | 82 | 0.03% | — | 772 | +855 | New | Q4 2025 | Feb 06, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 850 | 81 | 0.08% | 0.09% | 773 | +2 | 0.24% | Q4 2025 | Jan 14, 2026 |
| Pacifica Partners Inc. | History | Added to | 841 | 80 | 0.04% | 0.03% | 774 | +3 | 0.36% | Q4 2025 | Jan 09, 2026 |
| Luminist Capital LLC | History | Added to | 803 | 77 | 0.09% | 0.06% | 775 | +122 | 17.91% | Q4 2025 | Feb 13, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 792 | 76 | 0.02% | 0.02% | 776 | +50 | 6.74% | Q4 2025 | Jan 22, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 757 | 72 | 0.02% | 0.01% | 777 | +342 | 82.41% | Q4 2025 | Jan 21, 2026 |
| Rossby Financial, LCC | History | Reduced | 738 | 71 | 0.02% | 0.02% | 778 | -19 | -2.51% | Q4 2025 | Feb 12, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 678 | 65 | 0.01% | 0.01% | 779 | -74 | -9.84% | Q4 2025 | Jan 23, 2026 |
| Grove Bank & Trust | History | New | 667 | 64 | 0.01% | — | 780 | +667 | New | Q4 2025 | Jan 08, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 664 | 63 | 0.03% | 0.04% | 781 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 628 | 60 | 0.06% | 0.08% | 783 | -99 | -13.62% | Q4 2025 | Feb 13, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 625 | 60 | 0.0% | 0.0% | 782 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 590 | 56 | 0.01% | 0.01% | 784 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Olistico Wealth, LLC | History | New | 576 | 55 | 0.03% | — | 785 | +576 | New | Q4 2025 | Jan 13, 2026 |
| Sava Infond d.o.o. | History | No change | 550 | 52 | 0.01% | 0.01% | 786 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CX Institutional | History | Added to | 515 | 50 | 0.0% | 0.0% | 787 | +43 | 9.11% | Q4 2025 | Feb 02, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 506 | 49 | 0.03% | 0.03% | 788 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 500 | 48 | 0.0% | 0.0% | 789 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIRST HORIZON CORP | History | No change | 489 | 47 | 0.0% | 0.0% | 790 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Corsicana & Co. | History | No change | 490 | 47 | 0.03% | 0.03% | 791 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Sound Income Strategies, LLC | History | Added to | 478 | 46 | 0.0% | 0.0% | 793 | +289 | 152.91% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 486 | 46 | 0.01% | 0.01% | 792 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 441 | 42 | 0.02% | — | 794 | +441 | New | Q4 2025 | Feb 02, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 430 | 41 | 0.01% | 0.01% | 796 | +7 | 1.65% | Q4 2025 | Jan 21, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 428 | 41 | 0.01% | 0.01% | 795 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 428 | 41 | 0.01% | 0.01% | 797 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Key Capital Management, INC | History | New | 420 | 40 | 0.04% | — | 798 | +420 | New | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | Reduced | 407 | 39 | 0.0% | 0.01% | 799 | -474 | -53.8% | Q4 2025 | Feb 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 407 | 39 | 0.03% | — | 800 | +407 | New | Q4 2025 | Feb 10, 2026 |