SCHWAB STRATEGIC TRUST - FNDA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 21 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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 179,435,936 | 5,654,026 | 0.88% | 0.9% | 1 | -781,911 | -0.43% | Q4 2025 | Feb 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 2,823,762 | 88,976 | 6.0% | 7.38% | 2 | +41,512 | 1.49% | Q4 2025 | Feb 11, 2026 |
| Steele Capital Management, Inc. | History | Added to | 2,047,126 | 64,504 | 2.77% | 2.72% | 3 | +81,671 | 4.16% | Q4 2025 | Jan 27, 2026 |
| Prairiewood Capital, LLC | History | Added to | 1,989,955 | 62,703 | 19.47% | 18.92% | 4 | +158,837 | 8.67% | Q4 2025 | Jan 26, 2026 |
| Clarius Group, LLC | History | Reduced | 1,889,725 | 59,545 | 3.4% | 3.54% | 5 | -29,398 | -1.53% | Q4 2025 | Jan 14, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 1,566,243 | 49,352 | 0.4% | 0.4% | 6 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Added to | 1,428,932 | 45,025 | 0.01% | 0.01% | 7 | +76,901 | 5.69% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 1,283,324 | 40,437 | 0.0% | 0.0% | 8 | -4,151 | -0.32% | Q4 2025 | Feb 13, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 1,217,660 | 38,368 | 8.03% | 8.02% | 9 | -16,738 | -1.36% | Q4 2025 | Jan 08, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 1,142,826 | 36,010 | 7.73% | 7.67% | 10 | +22,347 | 1.99% | Q4 2025 | Feb 10, 2026 |
| Solitude Financial Services | History | Added to | 999,593 | 31,497 | 10.38% | 10.41% | 11 | +23,062 | 2.36% | Q4 2025 | Jan 15, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 988,333 | 31,142 | 4.35% | 4.7% | 12 | -46,474 | -4.49% | Q4 2025 | Feb 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 961,269 | 30,289 | 0.01% | 0.01% | 13 | -80,184 | -7.7% | Q4 2025 | Feb 17, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 920,862 | 29,016 | 1.59% | 1.64% | 14 | +18,325 | 2.03% | Q4 2025 | Jan 29, 2026 |
| AlphaCore Capital LLC | History | Reduced | 902,501 | 28,437 | 0.63% | 0.96% | 15 | -14,581 | -1.59% | Q4 2025 | Feb 05, 2026 |
| First Pacific Financial | History | Added to | 892,877 | 28,134 | 3.67% | 3.78% | 16 | +19,429 | 2.22% | Q4 2025 | Jan 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 887,251 | 27,957 | 0.0% | 0.0% | 17 | +32,867 | 3.85% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | Reduced | 737,096 | 23,225 | 1.04% | 1.07% | 18 | -8,999 | -1.21% | Q4 2025 | Jan 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 667,024 | 21,020 | 0.03% | 0.03% | 19 | -51,533 | -7.17% | Q4 2025 | Feb 17, 2026 |
| Gemmer Asset Management LLC | History | Added to | 640,871 | 20,193 | 1.55% | 1.58% | 20 | +13,605 | 2.17% | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 635,328 | 20,019 | 3.17% | 3.25% | 21 | -2,246 | -0.35% | Q4 2025 | Feb 24, 2026 |
| Wealth Forward, LLC | History | Added to | 587,546 | 18,513 | 10.46% | 10.51% | 22 | +6,593 | 1.13% | Q4 2025 | Jan 30, 2026 |
| Cerity Partners LLC | History | Reduced | 522,948 | 16,478 | 0.02% | 0.03% | 23 | -30,501 | -5.51% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 518,355 | 16,333 | 0.02% | 0.01% | 24 | +197,637 | 61.62% | Q4 2025 | Feb 13, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 502,470 | 15,832 | 1.76% | 1.79% | 25 | +17,324 | 3.57% | Q4 2025 | Feb 13, 2026 |
| Shore Point Advisors, LLC | History | Added to | 599,669 | 15,150 | 6.41% | 6.27% | 26 | +144,534 | 31.76% | Q4 2025 | Jan 23, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 480,550 | 15,142 | 0.81% | 0.81% | 27 | -3,057 | -0.63% | Q4 2025 | Jan 15, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 469,967 | 14,808 | 4.23% | 3.41% | 28 | +17,221 | 3.8% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 445,232 | 14,029 | 0.0% | 0.0% | 29 | +16,515 | 3.85% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 430,999 | 13,580 | 0.01% | 0.01% | 30 | +20,988 | 5.12% | Q4 2025 | Feb 10, 2026 |
| Charles Schwab Trust Co | History | Added to | 403,256 | 12,706 | 0.84% | 0.81% | 31 | +18,740 | 4.87% | Q4 2025 | Jan 09, 2026 |
| MAI Capital Management | History | Added to | 387,376 | 12,206 | 0.07% | 0.07% | 32 | +48,167 | 14.2% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 367,138 | 11,568 | 0.01% | 0.01% | 33 | +53,215 | 16.95% | Q4 2025 | Feb 17, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 356,359 | 11,228 | 2.58% | 2.47% | 34 | +26,462 | 8.02% | Q4 2025 | Jan 06, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 331,598 | 10,448 | 2.36% | 2.24% | 35 | +13,766 | 4.33% | Q4 2025 | Feb 05, 2026 |
| Opes Wealth Management LLC | History | Added to | 310,481 | 9,783 | 1.6% | 1.62% | 36 | +9,640 | 3.2% | Q4 2025 | Feb 02, 2026 |
| Sound Stewardship, LLC | History | Added to | 301,204 | 9,490 | 4.55% | 4.31% | 37 | +13,179 | 4.58% | Q4 2025 | Jan 30, 2026 |
| Savant Capital, LLC | History | Reduced | 298,827 | 9,416 | 0.05% | 0.06% | 38 | -5,248 | -1.73% | Q4 2025 | Feb 10, 2026 |
| Accredited Investors Inc. | History | Reduced | 297,794 | 9,383 | 0.5% | 0.74% | 39 | -129,411 | -30.29% | Q4 2025 | Feb 05, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 295,147 | 9,300 | 1.33% | 1.33% | 40 | +5,037 | 1.74% | Q4 2025 | Jan 12, 2026 |
| HORAN Wealth, LLC | History | Added to | 285,732 | 9,003 | 1.38% | 1.38% | 41 | +4,481 | 1.59% | Q4 2025 | Feb 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 281,555 | 8,871 | 0.07% | 0.09% | 42 | +3,409 | 1.23% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 274,683 | 8,654 | 0.17% | 0.22% | 43 | -83,982 | -23.42% | Q4 2025 | Feb 12, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 233,079 | 7,344 | 1.0% | 1.01% | 44 | +7,809 | 3.47% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 231,418 | 7,291 | 0.44% | 0.55% | 45 | -47,465 | -17.02% | Q4 2025 | Feb 18, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 214,633 | 6,763 | 0.84% | 0.96% | 46 | -26,620 | -11.03% | Q4 2025 | Jan 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 206,110 | 6,494 | 0.21% | 0.21% | 47 | +2,398 | 1.18% | Q4 2025 | Jan 30, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 203,476 | 6,411 | 2.09% | 2.13% | 48 | -138 | -0.07% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 203,411 | 6,409 | 0.01% | 0.01% | 49 | +21,928 | 12.08% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 198,931 | 6,268 | 0.08% | 0.14% | 50 | -191,279 | -49.02% | Q4 2025 | Feb 11, 2026 |
| Winter & Associates, Inc. | History | New | 191,802 | 6,043 | 5.59% | — | 51 | +191,802 | New | Q4 2025 | Feb 13, 2026 |
| Marble Wealth, LLC | History | New | 190,639 | 6,007 | 0.83% | — | 52 | +190,639 | New | Q4 2025 | Feb 10, 2026 |
| McAdam, LLC | History | Reduced | 190,350 | 5,997 | 0.27% | 0.3% | 53 | -6,906 | -3.5% | Q4 2025 | Feb 13, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 187,394 | 5,904 | 1.81% | 1.89% | 54 | -146 | -0.08% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 176,898 | 5,809 | 0.01% | 0.01% | 55 | -12,601 | -6.65% | Q4 2025 | Jan 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 169,483 | 5,340 | 0.03% | 0.03% | 56 | +2,010 | 1.2% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 168,868 | 5,320 | 0.01% | 0.01% | 57 | +7,623 | 4.73% | Q4 2025 | Feb 13, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 167,250 | 5,270 | 0.35% | 0.37% | 58 | -1,370 | -0.81% | Q4 2025 | Jan 13, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 166,885 | 5,258 | 0.58% | 0.54% | 59 | +11,988 | 7.74% | Q4 2025 | Feb 03, 2026 |
| Northland Capital Management LLC | History | Added to | 166,335 | 5,241 | 2.94% | 2.01% | 60 | +56,050 | 50.82% | Q4 2025 | Jan 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 160,597 | 5,060 | 0.01% | 0.01% | 61 | +11,376 | 7.62% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 155,983 | 4,915 | 0.06% | 0.06% | 62 | +20,448 | 15.09% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 152,447 | 4,803 | 0.01% | 0.01% | 63 | -18,796 | -10.98% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 152,055 | 4,791 | 0.0% | 0.0% | 64 | +20,786 | 15.83% | Q4 2025 | Feb 18, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 140,183 | 4,417 | 1.0% | 1.06% | 65 | -134 | -0.1% | Q4 2025 | Jan 26, 2026 |
| Cresset Asset Management, LLC | History | Added to | 138,836 | 4,374 | 0.02% | 0.02% | 66 | +818 | 0.59% | Q4 2025 | Feb 17, 2026 |
| Brightwater Advisory LLC | History | Reduced | 136,881 | 4,313 | 2.91% | 2.99% | 67 | -2,812 | -2.01% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 130,596 | 4,115 | 0.0% | 0.0% | 68 | +9,265 | 7.64% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 130,494 | 4,111 | 0.01% | 0.0% | 69 | +37,398 | 40.17% | Q4 2025 | Feb 18, 2026 |
| Manske Wealth Management | History | Reduced | 129,145 | 4,069 | 1.2% | 1.24% | 70 | -712 | -0.55% | Q4 2025 | Feb 03, 2026 |
| Capital Advantage, Inc. | History | Added to | 128,900 | 4,061 | 0.55% | 0.51% | 71 | +19,723 | 18.07% | Q4 2025 | Jan 07, 2026 |
| Hilltop Partners LLC | History | Reduced | 127,038 | 4,002 | 1.03% | 1.2% | 72 | -2,111 | -1.63% | Q4 2025 | Feb 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 125,473 | 3,953 | 0.14% | 0.1% | 73 | +54,024 | 75.61% | Q4 2025 | Feb 09, 2026 |
| Texas Yale Capital Corp. | History | No change | 122,200 | 3,850 | 0.12% | 0.12% | 74 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Verum Partners LLC | History | Reduced | 117,727 | 3,709 | 0.75% | 0.86% | 75 | -11,470 | -8.88% | Q4 2025 | Jan 14, 2026 |
| Womack Financial LLC | History | Added to | 116,519 | 3,671 | 2.71% | 2.64% | 76 | +4,922 | 4.41% | Q4 2025 | Feb 10, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | New | 116,137 | 3,659 | 2.01% | — | 77 | +116,137 | New | Q4 2025 | Apr 07, 2026 |
| Sowell Financial Services LLC | History | Added to | 114,859 | 3,619 | 0.13% | 0.14% | 78 | +343 | 0.3% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 108,221 | 3,410 | 0.01% | 0.01% | 79 | +12,723 | 13.32% | Q4 2025 | Feb 17, 2026 |
| Traub Capital Management LLC | History | Added to | 103,263 | 3,253 | 3.13% | 3.05% | 80 | +4,280 | 4.32% | Q4 2025 | Jan 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 101,297 | 3,193 | 0.0% | 0.0% | 81 | +58,529 | 136.85% | Q4 2025 | Mar 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 99,975 | 3,150 | 0.01% | 0.0% | 82 | +69,212 | 224.98% | Q4 2025 | Feb 17, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 97,286 | 3,065 | 0.36% | 0.32% | 83 | +7,345 | 8.17% | Q4 2025 | Jan 22, 2026 |
| Waterfront Wealth Inc. | History | Added to | 89,643 | 3,028 | 0.58% | 0.54% | 84 | +4,708 | 5.54% | Q4 2025 | Jan 27, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 93,489 | 2,945 | 0.03% | 0.03% | 85 | -62 | -0.07% | Q4 2025 | Jan 13, 2026 |
| Addison Advisors LLC | History | Reduced | 88,939 | 2,802 | 0.63% | 0.64% | 86 | -265 | -0.3% | Q4 2025 | Feb 06, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 84,632 | 2,666 | 0.49% | 0.49% | 87 | +5,136 | 6.46% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 84,200 | 2,653 | 0.0% | — | 88 | +84,200 | New | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 84,062 | 2,648 | 0.03% | 0.03% | 89 | +7,029 | 9.12% | Q4 2025 | Feb 02, 2026 |
| BCS Wealth Management | History | Added to | 83,479 | 2,630 | 0.27% | 0.26% | 90 | +46,420 | 125.26% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 83,302 | 2,624 | 0.0% | 0.0% | 91 | +4,447 | 5.64% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | Added to | 83,746 | 2,615 | 0.01% | 0.01% | 92 | +1,810 | 2.21% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 79,694 | 2,511 | 0.03% | 0.02% | 93 | +31,992 | 67.07% | Q4 2025 | Jan 23, 2026 |
| McGrath & Associates, Inc. | History | Reduced | 78,267 | 2,466 | 3.5% | 3.67% | 94 | -1,017 | -1.28% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | New | 77,784 | 2,450 | 0.0% | — | 95 | +77,784 | New | Q4 2025 | Feb 13, 2026 |
| Breakwater Capital Group | History | Added to | 76,782 | 2,419 | 0.34% | 0.31% | 96 | +9,863 | 14.74% | Q4 2025 | Jan 09, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 76,728 | 2,417 | 1.1% | 1.13% | 97 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Argos Wealth Advisors, LLC | History | New | 75,840 | 2,389 | 0.64% | — | 98 | +75,840 | New | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 74,204 | 2,338 | 0.0% | 0.0% | 99 | -32,523 | -30.47% | Q4 2025 | Feb 17, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 73,693 | 2,322 | 1.37% | 1.61% | 100 | -4,795 | -6.11% | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | Added to | 73,558 | 2,317 | 0.05% | 0.06% | 101 | +4,810 | 7.0% | Q4 2025 | Feb 06, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 71,662 | 2,258 | 0.23% | 0.22% | 102 | +3,167 | 4.62% | Q4 2025 | Feb 12, 2026 |
| Founders Capital Management | History | Reduced | 71,491 | 2,252 | 1.17% | 1.18% | 103 | -282 | -0.39% | Q4 2025 | Jan 15, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 69,405 | 2,186 | 0.31% | 0.32% | 104 | -787 | -1.12% | Q4 2025 | Jan 26, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 68,183 | 2,148 | 0.52% | 0.48% | 105 | +5,575 | 8.9% | Q4 2025 | Jan 20, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 67,805 | 2,136 | 1.63% | 1.66% | 106 | +667 | 0.99% | Q4 2025 | Feb 17, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 66,415 | 2,092 | 0.35% | 0.34% | 107 | +1,709 | 2.64% | Q4 2025 | Jan 22, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 62,272 | 1,962 | 0.56% | 1.36% | 108 | -79,584 | -56.1% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 62,130 | 1,957 | 0.01% | 0.05% | 109 | -259,731 | -80.7% | Q4 2025 | Jan 29, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 62,094 | 1,956 | 0.15% | 0.11% | 110 | +5,944 | 10.59% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 61,915 | 1,950 | 0.01% | 0.02% | 111 | -6,740 | -9.82% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 60,751 | 1,914 | 0.03% | 0.04% | 112 | -4,409 | -6.77% | Q4 2025 | Jan 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 59,930 | 1,888 | 0.0% | 0.0% | 113 | +23,907 | 66.37% | Q4 2025 | Feb 17, 2026 |
| Williams Financial, LLC | History | New | 56,523 | 1,781 | 1.03% | — | 114 | +56,523 | New | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 55,665 | 1,753 | 0.01% | — | 115 | +55,665 | New | Q4 2025 | Feb 18, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 55,640 | 1,753 | 1.12% | 0.94% | 116 | +9,570 | 20.77% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 55,610 | 1,752 | 0.01% | 0.01% | 117 | -5,211 | -8.57% | Q4 2025 | Feb 03, 2026 |
| Lakewood Asset Management LLC | History | Reduced | 55,471 | 1,747 | 1.03% | 1.11% | 118 | -3,393 | -5.76% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 52,548 | 1,656 | 0.0% | 0.0% | 119 | -2,334 | -4.25% | Q4 2025 | Feb 05, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 50,982 | 1,606 | 0.18% | 0.15% | 120 | +7,735 | 17.89% | Q4 2025 | Feb 18, 2026 |
| Kaizen Financial Strategies | History | Reduced | 50,144 | 1,580 | 0.7% | 0.7% | 121 | -980 | -1.92% | Q4 2025 | Jan 21, 2026 |
| VICUS CAPITAL | History | Reduced | 49,807 | 1,569 | 0.12% | 0.14% | 122 | -8,070 | -13.94% | Q4 2025 | Jan 22, 2026 |
| SUMMITRY LLC | History | New | 48,417 | 1,525 | 0.06% | — | 123 | +48,417 | New | Q4 2025 | Feb 09, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 47,121 | 1,484 | 1.47% | — | 124 | +47,121 | New | Q4 2025 | Feb 19, 2026 |
| BFI Wealth Solutions, LLC | History | New | 46,981 | 1,480 | 1.41% | — | 125 | +46,981 | New | Q4 2025 | Feb 19, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 44,419 | 1,415 | 0.1% | 0.07% | 126 | +15,532 | 53.77% | Q4 2025 | Jan 15, 2026 |
| Betterment LLC | History | Added to | 44,736 | 1,410 | 0.0% | 0.0% | 127 | +1,653 | 3.84% | Q4 2025 | Feb 12, 2026 |
| True North Advisors, LLC | History | New | 43,832 | 1,381 | 0.18% | — | 128 | +43,832 | New | Q4 2025 | Jan 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 43,357 | 1,378 | 0.0% | 0.0% | 129 | +7,063 | 19.46% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 43,418 | 1,368 | 0.0% | 0.0% | 130 | +15,441 | 55.19% | Q4 2025 | Feb 10, 2026 |
| DDD Partners, LLC | History | Added to | 43,363 | 1,366 | 0.09% | 0.08% | 131 | +1,481 | 3.54% | Q4 2025 | Jan 22, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 41,938 | 1,321 | 0.04% | 0.05% | 132 | -1,336 | -3.09% | Q4 2025 | Feb 17, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 40,754 | 1,284 | 0.54% | 0.51% | 133 | +2,158 | 5.59% | Q4 2025 | Jan 14, 2026 |
| Westmount Partners, LLC | History | Reduced | 40,438 | 1,274 | 0.32% | 0.33% | 134 | -141 | -0.35% | Q4 2025 | Jan 15, 2026 |
| Cambridge Advisors Inc. | History | Added to | 40,336 | 1,270 | 0.24% | 0.24% | 135 | +620 | 1.56% | Q4 2025 | Jan 21, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 36,168 | 1,194 | 0.18% | 0.2% | 136 | -4,949 | -12.04% | Q4 2025 | Jan 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 37,686 | 1,187 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Asset Dedication, LLC | History | Reduced | 37,460 | 1,180 | 0.08% | 0.08% | 138 | -918 | -2.39% | Q4 2025 | Jan 26, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 36,912 | 1,163 | 0.14% | 0.14% | 139 | +93 | 0.25% | Q4 2025 | Jan 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 36,845 | 1,160 | 0.0% | 1.04% | 140 | +29,616 | 409.68% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 36,666 | 1,155 | 0.0% | 0.0% | 141 | +35 | 0.1% | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 36,428 | 1,147 | 0.02% | 0.02% | 142 | -1,889 | -4.93% | Q4 2025 | Jan 16, 2026 |
| HB Wealth Management, LLC | History | Added to | 36,133 | 1,138 | 0.01% | 0.01% | 143 | +632 | 1.78% | Q4 2025 | Jan 28, 2026 |
| Red Mountain Financial, LLC | History | Added to | 35,756 | 1,126 | 1.11% | 1.11% | 144 | +522 | 1.48% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 35,550 | 1,120 | 0.0% | 0.0% | 145 | -118,816 | -76.97% | Q4 2025 | Mar 25, 2026 |
| Wealthfront Advisers LLC | History | Added to | 34,899 | 1,099 | 0.0% | 0.0% | 146 | +5,372 | 18.19% | Q4 2025 | Jan 30, 2026 |
| CGN Advisors LLC | History | No change | 34,786 | 1,096 | 0.09% | 0.09% | 147 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 34,598 | 1,090 | 0.0% | 0.0% | 148 | +1,291 | 3.88% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 34,090 | 1,074 | 0.11% | 0.13% | 149 | -444 | -1.29% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 33,327 | 1,050 | 0.0% | 0.0% | 150 | -12,126 | -26.68% | Q4 2025 | Feb 13, 2026 |
| ProVise Management Group, LLC | History | Reduced | 32,907 | 1,036 | 0.07% | 0.08% | 151 | -446 | -1.34% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 32,516 | 1,024 | 0.0% | 0.0% | 152 | +1,784 | 5.81% | Q4 2025 | Feb 17, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 32,308 | 1,018 | 0.87% | 0.88% | 153 | +608 | 1.92% | Q4 2025 | Jan 26, 2026 |
| SHP Wealth Management | History | New | 32,202 | 1,014 | 0.08% | — | 154 | +32,202 | New | Q4 2025 | Mar 04, 2026 |
| Engineers Gate Manager LP | History | New | 32,143 | 1,012 | 0.01% | — | 155 | +32,143 | New | Q4 2025 | Feb 17, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 31,677 | 998 | 0.28% | 0.25% | 156 | +2,830 | 9.81% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 30,967 | 975 | 0.02% | 0.02% | 157 | +3,252 | 11.73% | Q4 2025 | Feb 02, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 30,755 | 969 | 0.01% | 0.01% | 158 | +3,421 | 12.52% | Q4 2025 | Feb 18, 2026 |
| Brio Consultants, LLC | History | Reduced | 29,721 | 936 | 0.12% | 0.13% | 159 | -324 | -1.08% | Q4 2025 | Feb 04, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 29,075 | 916 | 0.07% | 0.13% | 160 | -24,706 | -45.94% | Q4 2025 | Jan 20, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 28,354 | 893 | 0.0% | 0.0% | 161 | +552 | 1.99% | Q4 2025 | Feb 13, 2026 |
| Financial Architects, LLC | History | Added to | 28,225 | 889 | 0.48% | 0.46% | 162 | +2,400 | 9.29% | Q4 2025 | Jan 21, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 27,488 | 866 | 0.04% | 0.04% | 163 | -1,964 | -6.67% | Q4 2025 | Feb 09, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 27,462 | 865 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 27,376 | 862 | 0.0% | 0.0% | 165 | +6,021 | 28.19% | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 26,094 | 822 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 25,708 | 810 | 0.0% | 0.0% | 167 | +2,816 | 12.3% | Q4 2025 | Feb 12, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 25,468 | 802 | 0.03% | 0.03% | 168 | -1,025 | -3.87% | Q4 2025 | Jan 12, 2026 |
| COMERICA BANK | History | Added to | 25,362 | 799 | 0.0% | 0.0% | 169 | +413 | 1.66% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 25,276 | 796 | 0.02% | 0.02% | 170 | -502 | -1.95% | Q4 2025 | Feb 09, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 25,004 | 787 | 0.06% | 0.06% | 171 | -265 | -1.05% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 24,256 | 764 | 0.0% | 0.0% | 172 | +3,761 | 18.35% | Q4 2025 | Feb 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 23,653 | 745 | 0.01% | 0.01% | 173 | +31 | 0.13% | Q4 2025 | Feb 05, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 23,541 | 741 | 0.26% | 0.26% | 174 | +18 | 0.08% | Q4 2025 | Jan 21, 2026 |
| Neuberger Berman Group LLC | History | Added to | 23,468 | 739 | 0.0% | 0.0% | 175 | +842 | 3.72% | Q4 2025 | Feb 13, 2026 |
| CVA Family Office, LLC | History | Added to | 23,479 | 739 | 0.08% | 0.09% | 176 | +35 | 0.15% | Q4 2025 | Jan 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 23,399 | 737 | 0.0% | 0.0% | 177 | +1,774 | 8.2% | Q4 2025 | Mar 16, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 22,774 | 717 | 0.02% | 0.02% | 178 | +1,924 | 9.23% | Q4 2025 | Feb 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 22,639 | 713 | 0.01% | 0.02% | 179 | -1,081 | -4.56% | Q4 2025 | Feb 19, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 21,854 | 688 | 0.04% | 0.04% | 180 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 21,805 | 687 | 0.34% | 0.37% | 181 | +102 | 0.47% | Q4 2025 | Feb 11, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 21,355 | 672 | 0.05% | 0.05% | 182 | -1,185 | -5.26% | Q4 2025 | Jan 20, 2026 |
| Modera Wealth Management, LLC | History | No change | 21,100 | 664 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 20,714 | 652 | 0.44% | 0.43% | 184 | +1,507 | 7.85% | Q4 2025 | Feb 10, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 20,643 | 650 | 0.47% | 0.53% | 185 | -4,702 | -18.55% | Q4 2025 | Mar 12, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 20,314 | 640 | 0.07% | 0.07% | 186 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bristlecone Value Partners, LLC | History | New | 20,190 | 636 | 0.73% | — | 187 | +20,190 | New | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 20,128 | 634 | 0.01% | 0.01% | 188 | +10,640 | 112.14% | Q4 2025 | Feb 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 19,996 | 630 | 0.01% | 0.0% | 189 | +4,302 | 27.41% | Q4 2025 | Feb 13, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 19,866 | 625 | 0.35% | 0.43% | 190 | +28 | 0.14% | Q4 2025 | Jan 28, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 19,701 | 620 | 0.0% | — | 191 | +19,701 | New | Q4 2025 | Feb 17, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 19,320 | 608 | 0.34% | 0.34% | 192 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 19,097 | 601 | 0.14% | 0.13% | 193 | +621 | 3.36% | Q4 2025 | Jan 16, 2026 |
| VANGUARD GROUP INC | History | Added to | 18,842 | 593 | 0.0% | 0.0% | 194 | +3,073 | 19.49% | Q4 2025 | Jan 29, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | No change | 18,790 | 592 | 0.27% | 0.27% | 195 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 18,596 | 585 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 17,206 | 579 | 0.01% | 0.02% | 197 | -2,875 | -14.32% | Q4 2025 | Jan 28, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 18,284 | 576 | 0.2% | 0.21% | 198 | +38 | 0.21% | Q4 2025 | Jan 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 18,178 | 572 | 0.04% | 0.04% | 199 | +70 | 0.39% | Q4 2025 | Jan 21, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 18,163 | 572 | 0.15% | 0.09% | 200 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 18,007 | 567 | 0.02% | 0.02% | 201 | +599 | 3.44% | Q4 2025 | Jan 09, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Reduced | 17,998 | 567 | 0.05% | 0.05% | 202 | -162 | -0.89% | Q4 2025 | Jan 14, 2026 |
| Cambridge Financial Group, LLC | History | No change | 18,284 | 543 | 0.19% | 0.18% | 203 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Wedmont Private Capital | History | Added to | 16,519 | 538 | 0.02% | 0.02% | 204 | +465 | 2.9% | Q4 2025 | Jan 08, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 16,913 | 532 | 0.05% | 0.05% | 205 | -170 | -1.0% | Q4 2025 | Feb 06, 2026 |
| BAILARD, INC. | History | Added to | 16,353 | 515 | 0.01% | 0.01% | 206 | +41 | 0.25% | Q4 2025 | Feb 04, 2026 |
| 10Elms LLP | History | Reduced | 16,294 | 513 | 0.47% | 0.46% | 207 | -164 | -1.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 16,239 | 511 | 0.01% | 0.01% | 208 | +8,541 | 110.95% | Q4 2025 | Feb 06, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 16,091 | 507 | 0.04% | 0.03% | 209 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 15,877 | 500 | 0.17% | 0.17% | 210 | -156 | -0.97% | Q4 2025 | Jan 27, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 15,814 | 498 | 0.26% | 0.29% | 211 | -624 | -3.8% | Q4 2025 | Feb 03, 2026 |
| Root Financial Partners, LLC | History | Added to | 15,775 | 497 | 0.03% | 0.01% | 212 | +9,437 | 148.9% | Q4 2025 | Feb 10, 2026 |
| Clearview Wealth Advisors LLC | History | Added to | 15,765 | 496 | 0.31% | 0.31% | 213 | +147 | 0.94% | Q4 2025 | Feb 17, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 15,573 | 490 | 0.05% | 0.05% | 214 | -244 | -1.54% | Q4 2025 | Jan 27, 2026 |
| Larson Financial Group LLC | History | Added to | 15,122 | 476 | 0.02% | 0.01% | 215 | +1,382 | 10.06% | Q4 2025 | Feb 06, 2026 |
| Opus Capital Group, LLC | History | Reduced | 14,984 | 472 | 0.05% | 0.06% | 216 | -2,194 | -12.77% | Q4 2025 | Jan 30, 2026 |
| PFG Advisors | History | Reduced | 14,965 | 471 | 0.02% | 0.02% | 217 | -1,073 | -6.69% | Q4 2025 | Jan 27, 2026 |
| RED REEF ADVISORS LLC | History | New | 14,939 | 470 | 0.48% | — | 218 | +14,939 | New | Q4 2025 | Apr 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 14,641 | 461 | 0.06% | 0.07% | 219 | +384 | 2.69% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 14,557 | 458 | 0.0% | 0.0% | 220 | +3,035 | 26.34% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 14,212 | 447 | 0.06% | — | 221 | +14,212 | New | Q4 2025 | Jan 12, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 14,066 | 443 | 0.02% | 0.02% | 222 | +739 | 5.55% | Q4 2025 | Jan 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 13,896 | 437 | 0.01% | 0.01% | 223 | -2,405 | -14.75% | Q4 2025 | Jan 16, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 13,595 | 428 | 0.36% | 0.36% | 224 | -408 | -2.91% | Q4 2025 | Jan 20, 2026 |
| Curi Capital, LLC | History | No change | 13,399 | 422 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 13,208 | 416 | 0.23% | 0.23% | 226 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Added to | 12,828 | 404 | 0.0% | 0.0% | 227 | +5,873 | 84.44% | Q4 2025 | Jan 26, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 12,831 | 404 | 0.04% | 0.05% | 228 | -1,243 | -8.83% | Q4 2025 | Jan 20, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 12,801 | 403 | 0.01% | 0.01% | 229 | -1,803 | -12.35% | Q4 2025 | Jan 13, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 12,625 | 397 | 0.07% | 0.08% | 230 | +2 | 0.02% | Q4 2025 | Mar 05, 2026 |
| Annandale Capital, LLC | History | No change | 12,600 | 397 | 0.05% | 0.07% | 231 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 12,421 | 391 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Auxano Advisors, LLC | History | Added to | 12,391 | 390 | 0.08% | 0.08% | 234 | +58 | 0.47% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 12,400 | 390 | 0.21% | 0.17% | 233 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lafayette Investments, Inc. | History | No change | 12,326 | 388 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 12,262 | 386 | 0.0% | 0.0% | 236 | +573 | 4.9% | Q4 2025 | Feb 11, 2026 |
| Caprock Group, LLC | History | Reduced | 12,008 | 378 | 0.01% | 0.01% | 237 | -12 | -0.1% | Q4 2025 | Jan 28, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 11,818 | 372 | 0.02% | 0.03% | 238 | -150 | -1.25% | Q4 2025 | Jan 09, 2026 |
| Directional Asset Management | History | New | 11,753 | 370 | 0.32% | — | 239 | +11,753 | New | Q4 2025 | Jan 29, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 11,682 | 368 | 0.02% | — | 240 | +11,682 | New | Q4 2025 | Jan 12, 2026 |
| Creekside Partners | History | Reduced | 11,679 | 367 | 0.16% | 0.17% | 241 | -494 | -4.06% | Q4 2025 | Feb 13, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 11,583 | 364 | 0.0% | 0.0% | 243 | -14,227 | -55.12% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 11,552 | 364 | 0.0% | 0.0% | 242 | -2,889 | -20.01% | Q4 2025 | Feb 17, 2026 |
| NorthRock Partners, LLC | History | Added to | 11,493 | 362 | 0.01% | 0.0% | 244 | +4,638 | 67.66% | Q4 2025 | Feb 17, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 11,334 | 357 | 0.05% | 0.05% | 245 | +536 | 4.96% | Q4 2025 | Feb 05, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 10,823 | 352 | 0.04% | 0.04% | 246 | +36 | 0.33% | Q4 2025 | Jan 12, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 10,925 | 344 | 0.01% | 0.02% | 247 | -2,423 | -18.15% | Q4 2025 | Jan 20, 2026 |
| GLENMEDE TRUST CO NA | History | New | 10,904 | 343 | 0.0% | — | 248 | +10,904 | New | Q4 2025 | Feb 17, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 10,693 | 336 | 0.23% | 0.25% | 249 | -125 | -1.16% | Q4 2025 | Feb 06, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 10,661 | 335 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,618 | 334 | 0.0% | 0.0% | 251 | +362 | 3.53% | Q4 2025 | Feb 13, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 9,569 | 333 | 0.15% | 0.16% | 252 | -221 | -2.26% | Q4 2025 | Feb 13, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 10,372 | 326 | 0.07% | 0.08% | 253 | +35 | 0.34% | Q4 2025 | Feb 09, 2026 |
| Independent Advisor Alliance | History | No change | 10,334 | 325 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 10,199 | 321 | 0.0% | 0.0% | 255 | -28 | -0.27% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 10,150 | 319 | 0.0% | — | 256 | +10,150 | New | Q4 2025 | Feb 05, 2026 |
| HUB Investment Partners, LLC | History | Added to | 9,940 | 313 | 0.01% | 0.01% | 257 | +904 | 10.0% | Q4 2025 | Feb 17, 2026 |
| Trust Point Inc. | History | No change | 9,880 | 311 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 9,719 | 306 | 0.15% | 0.21% | 259 | +45 | 0.47% | Q4 2025 | Feb 12, 2026 |
| Plan A Wealth LLC | History | New | 9,694 | 305 | 0.15% | — | 260 | +9,694 | New | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | Added to | 8,814 | 289 | 0.0% | 0.0% | 261 | +41 | 0.47% | Q4 2025 | Jan 26, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 9,172 | 289 | 0.04% | 0.03% | 262 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Paragon Capital Management LLC | History | Added to | 9,038 | 284 | 0.14% | 0.14% | 263 | +41 | 0.46% | Q4 2025 | Feb 13, 2026 |
| Paragon Capital Management Ltd | History | No change | 9,005 | 283 | 0.06% | 0.05% | 264 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 8,982 | 283 | 0.16% | 0.17% | 265 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Fisher Asset Management, LLC | History | Added to | 8,865 | 279 | 0.0% | 0.0% | 266 | +1,292 | 17.06% | Q4 2025 | Feb 09, 2026 |
| HOWE & RUSLING INC | History | Reduced | 8,776 | 276 | 0.02% | 0.02% | 267 | -940 | -9.67% | Q4 2025 | Feb 17, 2026 |
| Midwest Trust Co | History | No change | 8,778 | 276 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 8,671 | 273 | 0.01% | 0.01% | 269 | -721 | -7.68% | Q4 2025 | Jan 23, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 8,623 | 271 | 0.01% | 0.01% | 270 | +482 | 5.92% | Q4 2025 | Feb 02, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 8,566 | 269 | 0.02% | 0.02% | 271 | -1,185 | -12.15% | Q4 2025 | Jan 23, 2026 |
| Smith Salley Wealth Management | History | Added to | 8,302 | 261 | 0.01% | 0.01% | 272 | +792 | 10.55% | Q4 2025 | Jan 27, 2026 |
| Regal Investment Advisors LLC | History | Added to | 8,295 | 261 | 0.02% | 0.02% | 273 | +141 | 1.73% | Q4 2025 | Feb 17, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 8,266 | 260 | 0.02% | 0.04% | 275 | -8,000 | -49.18% | Q4 2025 | Jan 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 8,255 | 260 | 0.01% | 0.01% | 274 | -1,936 | -19.0% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 8,196 | 258 | 0.01% | 0.03% | 277 | -17,244 | -67.78% | Q4 2025 | Jan 13, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 8,218 | 258 | 0.09% | 0.09% | 276 | -502 | -5.76% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,131 | 256 | 0.0% | 0.0% | 278 | -992 | -10.87% | Q4 2025 | Feb 02, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 8,121 | 255 | 0.01% | 0.01% | 279 | -869 | -9.67% | Q4 2025 | Feb 06, 2026 |
| Continuum Advisory, LLC | History | Added to | 8,096 | 255 | 0.03% | 0.02% | 280 | +689 | 9.3% | Q4 2025 | Feb 11, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 8,010 | 252 | 0.01% | 0.01% | 281 | +451 | 5.97% | Q4 2025 | Feb 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 7,851 | 247 | 0.01% | 0.02% | 282 | -2,327 | -22.86% | Q4 2025 | Jan 26, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 7,824 | 246 | 0.01% | 0.01% | 283 | +6 | 0.08% | Q4 2025 | Jan 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 7,703 | 242 | 0.0% | — | 285 | +7,703 | New | Q4 2025 | Feb 17, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 7,683 | 242 | 0.08% | 0.09% | 287 | -410 | -5.07% | Q4 2025 | Jan 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,706 | 242 | 0.0% | 0.0% | 286 | +154 | 2.04% | Q4 2025 | Feb 17, 2026 |
| Horizon Investment Services, LLC | History | Added to | 7,681 | 242 | 0.09% | 0.09% | 284 | +4 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 7,646 | 240 | 0.01% | 0.01% | 288 | +7 | 0.09% | Q4 2025 | Feb 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 7,471 | 235 | 0.0% | 0.0% | 289 | +269 | 3.74% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 7,457 | 234 | 0.0% | — | 290 | +7,457 | New | Q4 2025 | Feb 12, 2026 |
| WealthCollab, LLC | History | Added to | 7,381 | 232 | 0.09% | 0.01% | 292 | +6,943 | 1585.16% | Q4 2025 | Jan 27, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 7,369 | 232 | 0.12% | 0.14% | 291 | -605 | -7.59% | Q4 2025 | Jan 08, 2026 |
| Brookstone Capital Management | History | Reduced | 7,350 | 231 | 0.0% | 0.0% | 294 | -1,594 | -17.82% | Q4 2025 | Jan 15, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 7,331 | 231 | 0.01% | 0.01% | 293 | +540 | 7.95% | Q4 2025 | Feb 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 7,342 | 231 | 0.05% | 0.05% | 295 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 7,287 | 229 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| KLCM Advisors, Inc. | History | New | 7,211 | 227 | 0.02% | — | 297 | +7,211 | New | Q4 2025 | Feb 04, 2026 |
| Intelligence Driven Advisers, LLC | History | New | 7,210 | 227 | 0.03% | — | 299 | +7,210 | New | Q4 2025 | Jan 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 7,206 | 227 | 0.0% | 0.0% | 298 | -31 | -0.43% | Q4 2025 | Feb 05, 2026 |
| Integrated Advisors Network LLC | History | Added to | 7,151 | 225 | 0.01% | 0.01% | 300 | +5 | 0.07% | Q4 2025 | Feb 17, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 7,014 | 221 | 0.08% | 0.08% | 301 | -264 | -3.63% | Q4 2025 | Feb 09, 2026 |
| Williams & Novak, LLC | History | No change | 7,000 | 220 | 0.17% | 0.17% | 302 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Clark Asset Management, LLC | History | No change | 7,000 | 220 | 0.02% | 0.03% | 303 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RHS Financial, LLC | History | Reduced | 6,946 | 218 | 0.11% | 0.11% | 304 | -26 | -0.37% | Q4 2025 | Jan 16, 2026 |
| Independence Wealth Advisors, LLC | History | New | 6,800 | 214 | 0.12% | — | 305 | +6,800 | New | Q4 2025 | Jan 09, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 6,786 | 213 | 0.07% | 0.1% | 306 | +26 | 0.38% | Q4 2025 | Jan 23, 2026 |
| ORG Partners LLC | History | No change | 6,774 | 213 | 0.04% | 0.04% | 307 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Abound Wealth Management | History | Added to | 6,727 | 211 | 0.05% | 0.05% | 308 | +88 | 1.33% | Q4 2025 | Jan 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 6,657 | 210 | 0.01% | 0.01% | 309 | -1,913 | -22.32% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,627 | 209 | 0.0% | 0.0% | 310 | -836 | -11.2% | Q4 2025 | Jan 05, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 6,592 | 207 | 0.05% | 0.06% | 311 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,451 | 203 | 0.0% | 0.01% | 312 | -6,922 | -51.76% | Q4 2025 | Feb 11, 2026 |
| MBE Wealth Management, LLC | History | New | 6,420 | 202 | 0.08% | — | 313 | +6,420 | New | Q4 2025 | Jan 21, 2026 |
| Brooklyn Investment Group | History | Reduced | 6,333 | 202 | 0.01% | 0.04% | 314 | -4,277 | -40.31% | Q4 2025 | Feb 12, 2026 |
| Arnold Financial Planning LLC | History | New | 6,348 | 200 | 0.21% | — | 315 | +6,348 | New | Q4 2025 | Jan 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,316 | 199 | 0.0% | 0.0% | 316 | +609 | 10.67% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | No change | 5,734 | 180 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MCF Advisors LLC | History | Reduced | 5,693 | 179 | 0.01% | 0.01% | 318 | -4 | -0.07% | Q4 2025 | Feb 11, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 5,680 | 178 | 0.01% | — | 319 | +5,680 | New | Q4 2025 | Feb 12, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 5,440 | 171 | 0.01% | 0.01% | 320 | -300 | -5.23% | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 5,434 | 171 | 0.06% | 0.06% | 321 | +8 | 0.15% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 5,179 | 163 | 0.01% | 0.01% | 322 | -818 | -13.64% | Q4 2025 | Jan 20, 2026 |
| AE Wealth Management LLC | History | Added to | 5,138 | 161 | 0.0% | 0.0% | 323 | +1,575 | 44.2% | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | No change | 4,805 | 151 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TD Capital Management LLC | History | Added to | 4,752 | 149 | 0.01% | 0.01% | 326 | +22 | 0.47% | Q4 2025 | Feb 26, 2026 |
| Smithfield Trust Co | History | No change | 4,738 | 149 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,612 | 145 | 0.0% | 0.0% | 327 | +3,308 | 253.68% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Added to | 4,508 | 142 | 0.0% | 0.0% | 328 | +2,309 | 105.0% | Q4 2025 | Jan 23, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 4,373 | 137 | 0.06% | 0.0% | 329 | +4,189 | 2276.63% | Q4 2025 | Feb 11, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 4,324 | 136 | 0.03% | 0.03% | 330 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Navigoe, LLC | History | No change | 4,316 | 135 | 0.08% | 0.09% | 331 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Arax Advisory Partners | History | New | 4,270 | 134 | 0.0% | — | 332 | +4,270 | New | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 4,240 | 133 | 0.0% | 0.0% | 333 | -516 | -10.85% | Q4 2025 | Feb 13, 2026 |
| Red Tortoise LLC | History | Reduced | 4,204 | 132 | 0.06% | 0.06% | 334 | -571 | -11.96% | Q4 2025 | Jan 22, 2026 |
| Ancora Advisors LLC | History | Added to | 4,079 | 128 | 0.0% | 0.0% | 335 | +3,565 | 693.58% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 4,048 | 127 | 0.0% | 0.0% | 336 | +1,604 | 65.63% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 4,044 | 127 | 0.0% | 0.0% | 337 | -130 | -3.11% | Q4 2025 | Jan 28, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 3,778 | 119 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Private Wealth Asset Management, LLC | History | New | 3,333 | 105 | 0.01% | — | 339 | +3,333 | New | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,984 | 94 | 0.0% | 0.0% | 340 | -2,409 | -44.67% | Q4 2025 | Feb 13, 2026 |
| Arlington Trust Co LLC | History | No change | 2,930 | 92 | 0.01% | 0.02% | 341 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,874 | 90 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 2,756 | 86 | 0.06% | 0.06% | 343 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Front Row Advisors LLC | History | No change | 2,700 | 85 | 0.03% | 0.03% | 344 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Integrity Financial Corp /WA | History | No change | 2,696 | 84 | 0.04% | 0.04% | 345 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 2,490 | 78 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,449 | 77 | 0.0% | 0.0% | 347 | +1,431 | 140.57% | Q4 2025 | Feb 06, 2026 |
| Fairway Wealth LLC | History | No change | 2,466 | 77 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2,436 | 76 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 2,132 | 67 | 0.05% | 0.05% | 350 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Activest Wealth Management | History | New | 2,123 | 66 | 0.01% | — | 351 | +2,123 | New | Q4 2025 | Jan 30, 2026 |
| FRANKLIN RESOURCES INC | History | New | 2,060 | 64 | 0.0% | — | 352 | +2,060 | New | Q4 2025 | Feb 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 1,996 | 62 | 0.01% | 0.01% | 353 | -474 | -19.19% | Q4 2025 | Jan 23, 2026 |
| Key Capital Management, INC | History | New | 1,880 | 59 | 0.06% | — | 355 | +1,880 | New | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | No change | 1,900 | 59 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caitlin John, LLC | History | No change | 1,806 | 56 | 0.04% | 0.04% | 356 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,766 | 55 | 0.0% | 0.0% | 358 | +2 | 0.11% | Q4 2025 | Feb 12, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,580 | 55 | 0.04% | 0.03% | 357 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 1,585 | 49 | 0.03% | — | 359 | +1,585 | New | Q4 2025 | Feb 10, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 1,522 | 47 | 0.0% | 0.0% | 360 | +6 | 0.4% | Q4 2025 | Feb 18, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1,504 | 47 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,441 | 45 | 0.0% | — | 363 | +1,441 | New | Q4 2025 | Jan 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,440 | 45 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,407 | 44 | 0.02% | 0.02% | 364 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Luken Investment Analytics, LLC | History | No change | 1,336 | 42 | 0.02% | 0.02% | 365 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Triumph Capital Management | History | New | 1,212 | 38 | 0.01% | — | 366 | +1,212 | New | Q4 2025 | Feb 12, 2026 |
| PFS Partners, LLC | History | No change | 1,237 | 38 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,145 | 36 | 0.0% | 0.0% | 368 | +1 | 0.09% | Q4 2025 | Feb 04, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 1,080 | 34 | 0.01% | 0.01% | 369 | +220 | 25.58% | Q4 2025 | Jan 08, 2026 |
| Financial Perspectives, Inc | History | No change | 1,088 | 34 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| High Note Wealth, LLC | History | New | 1,068 | 33 | 0.01% | — | 371 | +1,068 | New | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 959 | 30 | 0.0% | 0.0% | 373 | +654 | 214.43% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 972 | 30 | 0.0% | 0.0% | 372 | -184 | -15.92% | Q4 2025 | Jan 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 906 | 28 | 0.0% | 0.0% | 374 | -4,650 | -83.69% | Q4 2025 | Feb 18, 2026 |
| CDKV HOLDINGS LLC | History | New | 919 | 28 | 0.02% | — | 375 | +919 | New | Q4 2025 | Feb 17, 2026 |
| Osbon Capital Management LLC | History | New | 879 | 27 | 0.03% | — | 377 | +879 | New | Q4 2025 | Mar 16, 2026 |
| McIlrath & Eck, LLC | History | Added to | 883 | 27 | 0.0% | 0.0% | 376 | +169 | 23.67% | Q4 2025 | Feb 03, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | New | 837 | 26 | 0.0% | — | 378 | +837 | New | Q4 2025 | Jan 26, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 845 | 26 | 0.0% | 0.0% | 380 | +410 | 94.25% | Q4 2025 | Feb 17, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 840 | 26 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 767 | 24 | 0.01% | 0.01% | 381 | +3 | 0.39% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 752 | 23 | 0.0% | — | 382 | +752 | New | Q4 2025 | Feb 13, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 719 | 22 | 0.0% | — | 383 | +719 | New | Q4 2025 | Jan 30, 2026 |
| Lodestone Wealth Management LLC | History | New | 618 | 19 | 0.01% | — | 386 | +618 | New | Q4 2025 | Jan 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 612 | 19 | 0.0% | 0.0% | 385 | -74 | -10.79% | Q4 2025 | Jan 23, 2026 |
| Crewe Advisors LLC | History | No change | 613 | 19 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Key FInancial Inc | History | No change | 587 | 18 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SJS Investment Consulting Inc. | History | No change | 582 | 18 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Intelligent Financial Strategies | History | No change | 580 | 18 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Dunhill Financial, LLC | History | No change | 598 | 18 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Planning Project LLC | History | New | 562 | 17 | 0.0% | — | 393 | +562 | New | Q4 2025 | Feb 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 542 | 17 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 558 | 17 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Spire Wealth Management | History | No change | 524 | 16 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 490 | 15 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | No change | 443 | 14 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sound Income Strategies, LLC | History | No change | 384 | 13 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Financial Connections Group, Inc. | History | No change | 418 | 13 | 0.0% | 0.01% | 398 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Glassman Wealth Services | History | No change | 410 | 12 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rialto Wealth Management, LLC | History | No change | 358 | 11 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| New Millennium Group LLC | History | Reduced | 336 | 10 | 0.0% | 0.01% | 401 | -211 | -38.57% | Q4 2025 | Feb 06, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 334 | 10 | 0.0% | 0.0% | 402 | -82 | -19.71% | Q4 2025 | Jan 02, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 306 | 9 | 0.0% | 0.0% | 403 | -800 | -72.33% | Q4 2025 | Jan 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 308 | 9 | 0.0% | — | 404 | +308 | New | Q4 2025 | Feb 03, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 309 | 9 | 0.01% | 0.0% | 406 | +38 | 14.02% | Q4 2025 | Feb 09, 2026 |
| Team Financial Group, LLC | History | Added to | 287 | 9 | 0.0% | 0.0% | 405 | +1 | 0.35% | Q4 2025 | Jan 13, 2026 |
| CITIGROUP INC | History | Reduced | 271 | 8 | 0.0% | 0.0% | 408 | -793 | -74.53% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | New | 279 | 8 | 0.0% | — | 409 | +279 | New | Q4 2025 | Feb 20, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 269 | 8 | 0.0% | 0.0% | 411 | +121 | 81.76% | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | Added to | 254 | 8 | 0.0% | 0.0% | 410 | +1 | 0.4% | Q4 2025 | Jan 30, 2026 |
| SouthState Bank Corp | History | No change | 260 | 8 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 191 | 6 | 0.0% | — | 414 | +191 | New | Q4 2025 | Mar 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 190 | 6 | 0.0% | 0.0% | 412 | +95 | 100.0% | Q4 2025 | Feb 09, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 222 | 6 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 170 | 5 | 0.0% | 0.0% | 415 | +1 | 0.59% | Q4 2025 | Jan 22, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 184 | 5 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bogart Wealth, LLC | History | No change | 174 | 5 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 150 | 4 | 0.0% | 0.0% | 418 | -12 | -7.41% | Q4 2025 | Feb 09, 2026 |
| Wiser Advisor Group LLC | History | Added to | 154 | 4 | 0.0% | 0.0% | 421 | +1 | 0.65% | Q4 2025 | Feb 09, 2026 |
| JNBA Financial Advisors | History | No change | 154 | 4 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 128 | 4 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Greenline Wealth Management LLC | History | New | 113 | 3 | 0.0% | — | 429 | +113 | New | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 102 | 3 | 0.0% | — | 428 | +102 | New | Q4 2025 | Feb 09, 2026 |
| Trust Co | History | New | 98 | 3 | 0.0% | — | 423 | +98 | New | Q4 2025 | Jan 15, 2026 |
| Quent Capital, LLC | History | New | 96 | 3 | 0.0% | — | 426 | +96 | New | Q4 2025 | Jan 29, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 96 | 3 | 0.0% | 0.0% | 427 | +1 | 1.05% | Q4 2025 | Jan 09, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 101 | 3 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Solstein Capital, LLC | History | No change | 122 | 3 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 96 | 3 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OPTIMA CAPITAL LLC | History | New | 70 | 2 | 0.0% | — | 433 | +70 | New | Q4 2025 | Jan 23, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 73 | 2 | 0.0% | 0.0% | 430 | -21 | -22.34% | Q4 2025 | Jan 27, 2026 |
| Anchor Investment Management, LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 78 | 2 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Creative Capital Management Investments LLC | History | New | 47 | 1 | 0.0% | — | 441 | +47 | New | Q4 2025 | Jan 23, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 44 | 1 | 0.0% | — | 434 | +44 | New | Q4 2025 | Feb 17, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 44 | 1 | 0.0% | — | 444 | +44 | New | Q4 2025 | Feb 19, 2026 |
| Camelot Portfolios, LLC | History | New | 38 | 1 | 0.0% | — | 436 | +38 | New | Q4 2025 | Jan 29, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 47 | 1 | 0.0% | 0.0% | 439 | +1 | 2.17% | Q4 2025 | Feb 11, 2026 |
| Graney & King, LLC | History | Added to | 56 | 1 | 0.0% | 0.0% | 442 | +1 | 1.82% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 34 | 1 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 38 | 1 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | No change | 61 | 1 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -486,307 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.07% | — | -82,043 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,669 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -27,883 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -19,397 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -18,832 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ground Swell Capital, LLC | History | Closed out | 0 | 0 | — | 1.12% | — | -16,428 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,967 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,525 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,396 | -100.0% | Q3 2025 | Oct 14, 2025 |
| AlTi Global, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,103 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -12,067 | -100.0% | Q3 2025 | Nov 06, 2025 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,058 | -100.0% | Q3 2025 | Nov 10, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,733 | -100.0% | Q3 2025 | Nov 05, 2025 |
| HBK Sorce Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,628 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Pure Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,818 | -100.0% | Q3 2025 | Oct 20, 2025 |
| CAPITAL ADVISORS INC/OK | History | Closed out | 0 | 0 | — | 0.0% | — | -6,427 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,950 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,825 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,559 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,684 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,616 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,610 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Blue Trust, Inc. | History | Reduced | 4 | 0 | — | 0.0% | — | -1,566 | -99.75% | Q4 2025 | Jan 16, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -906 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Pflug Koory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -732 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -692 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BFSG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -366 | -100.0% | Q3 2025 | Oct 29, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -336 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Midwest Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -212 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cheviot Value Management, LLC | History | Reduced | 17 | 0 | — | 0.0% | — | -135 | -88.82% | Q4 2025 | Feb 03, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q3 2025 | Oct 14, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IAG Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Crews Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Paladin Advisory Group, LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -24 | -63.16% | Q4 2025 | Jan 21, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hurley Capital, LLC | History | Added to | 21 | 0 | — | — | — | +1 | 5.0% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Morling Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Byrne Asset Management LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CURIO WEALTH, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |