SCHWAB STRATEGIC TRUST - FNDE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 90 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 | Added to | 122,959,346 | 4,433,914 | 0.69% | 0.7% | 1 | +1,100,486 | 0.9% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 16,575,656 | 597,718 | 0.03% | 0.03% | 2 | -805,220 | -4.63% | Q4 2025 | Feb 17, 2026 |
| Price Financial Group Wealth Management, Inc | History | New | 6,143 | 233,510 | 7.39% | — | 3 | +6,143 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 4,079,189 | 147,095 | 0.01% | 0.01% | 4 | +1,281,067 | 45.78% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,157,351 | 77,794 | 0.01% | 0.01% | 5 | -201,328 | -8.54% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 2,022,130 | 72,918 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,854,014 | 66,855 | 2.68% | 2.6% | 7 | +80,741 | 4.55% | Q4 2025 | Jan 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,353,682 | 48,813 | 0.01% | 0.01% | 8 | +132,556 | 10.86% | Q4 2025 | Feb 10, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 1,264,195 | 45,587 | 2.43% | 2.49% | 9 | -14,587 | -1.14% | Q4 2025 | Jan 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,194,405 | 43,070 | 0.01% | 0.0% | 10 | +1,187,646 | 17571.33% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 1,146,566 | 41,345 | 0.0% | — | 11 | +1,146,566 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,086,047 | 39,167 | 0.06% | 0.04% | 12 | +237,007 | 27.91% | Q4 2025 | Feb 17, 2026 |
| Unison Advisors LLC | History | Added to | 998,564 | 36,008 | 3.15% | 3.21% | 13 | +24,677 | 2.53% | Q4 2025 | Jan 21, 2026 |
| Morningstar Investment Management LLC | History | Added to | 700,890 | 25,274 | 1.49% | 0.87% | 14 | +47,915 | 7.34% | Q4 2025 | Feb 09, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 698,754 | 25,197 | 4.28% | 3.86% | 15 | +8,563 | 1.24% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 670,554 | 24,180 | 0.02% | 0.01% | 16 | +235,950 | 54.29% | Q4 2025 | Feb 10, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 639,617 | 23,064 | 1.27% | 1.21% | 17 | +63,873 | 11.09% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 621,234 | 22,401 | 0.01% | 0.01% | 18 | +28,711 | 4.85% | Q4 2025 | Feb 18, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 607,762 | 21,915 | 3.13% | 3.25% | 19 | +2,302 | 0.38% | Q4 2025 | Jan 26, 2026 |
| AlphaCore Capital LLC | History | Reduced | 597,191 | 21,534 | 0.48% | 0.75% | 20 | -17,734 | -2.88% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Added to | 564,918 | 20,370 | 0.0% | 0.0% | 21 | +12,663 | 2.29% | Q4 2025 | Jan 29, 2026 |
| ASPIRIANT, LLC | History | Reduced | 542,249 | 19,553 | 0.56% | 0.69% | 22 | -81,847 | -13.11% | Q4 2025 | Jan 20, 2026 |
| Elgethun Capital Management | History | Added to | 536,745 | 19,355 | 3.34% | 3.23% | 23 | +47,007 | 9.6% | Q4 2025 | Feb 10, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 533,933 | 19,253 | 2.39% | 2.0% | 24 | +102,219 | 23.68% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 493,636 | 17,801 | 0.05% | 0.05% | 25 | +21,752 | 4.61% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 475,659 | 17,152 | 0.26% | 0.26% | 26 | +38,798 | 8.88% | Q4 2025 | Feb 12, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 453,711 | 16,360 | 4.67% | 3.82% | 27 | +17,111 | 3.92% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 452,853 | 16,329 | 0.0% | 0.0% | 28 | +33,312 | 7.94% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 450,713 | 16,252 | 0.02% | 0.02% | 29 | +5,634 | 1.27% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 441,510 | 15,920 | 2.18% | — | 30 | +441,510 | New | Q4 2025 | Jan 22, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 432,499 | 15,595 | 1.84% | 1.88% | 31 | -16,425 | -3.66% | Q4 2025 | Jan 22, 2026 |
| Charles Schwab Trust Co | History | Added to | 400,759 | 14,451 | 0.95% | 0.95% | 32 | +13,865 | 3.58% | Q4 2025 | Jan 09, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 353,192 | 14,085 | 2.2% | 0.01% | 33 | +351,128 | 17012.02% | Q4 2025 | Feb 02, 2026 |
| CVA Family Office, LLC | History | Added to | 374,098 | 13,489 | 1.55% | 1.29% | 34 | +96,218 | 34.63% | Q4 2025 | Jan 12, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 373,500 | 13,468 | 0.91% | 0.92% | 35 | +13,768 | 3.83% | Q4 2025 | Jan 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 364,132 | 13,130 | 0.01% | 0.0% | 36 | +307,168 | 539.23% | Q4 2025 | Feb 06, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | New | 359,798 | 12,974 | 3.41% | — | 37 | +359,798 | New | Q4 2025 | Feb 13, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 353,644 | 12,752 | 2.67% | 2.76% | 38 | -12,845 | -3.5% | Q4 2025 | Jan 08, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 345,642 | 12,463 | 1.38% | 1.3% | 39 | +20,787 | 6.4% | Q4 2025 | Feb 03, 2026 |
| Prairiewood Capital, LLC | History | Added to | 337,231 | 12,160 | 3.78% | 3.82% | 40 | +18,373 | 5.76% | Q4 2025 | Jan 26, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 319,559 | 11,523 | 0.27% | 0.27% | 41 | +14,453 | 4.74% | Q4 2025 | Feb 02, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 313,614 | 11,308 | 0.39% | 0.38% | 42 | -730 | -0.23% | Q4 2025 | Feb 12, 2026 |
| COWA, LLC | History | Added to | 311,441 | 11,230 | 3.42% | 3.69% | 43 | +4,212 | 1.37% | Q4 2025 | Feb 12, 2026 |
| McAdam, LLC | History | Reduced | 311,008 | 11,214 | 0.51% | 0.56% | 44 | -3,683 | -1.17% | Q4 2025 | Feb 13, 2026 |
| BALANCED WEALTH GROUP LLC | History | New | 292,548 | 10,622 | 3.89% | — | 45 | +292,548 | New | Q4 2025 | Jan 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 288,279 | 10,395 | 0.0% | 0.0% | 46 | +48,950 | 20.45% | Q4 2025 | Feb 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 281,224 | 10,140 | 0.32% | 0.33% | 47 | -2,829 | -1.0% | Q4 2025 | Jan 30, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 271,944 | 9,806 | 0.46% | 0.48% | 48 | +24,555 | 9.93% | Q4 2025 | Jan 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 271,330 | 9,784 | 0.05% | 0.04% | 49 | +71,769 | 35.96% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 257,393 | 9,281 | 0.01% | 0.01% | 50 | +25,005 | 10.76% | Q4 2025 | Feb 17, 2026 |
| RHS Financial, LLC | History | Added to | 242,978 | 8,761 | 4.28% | 4.15% | 51 | +21,807 | 9.86% | Q4 2025 | Jan 16, 2026 |
| IFG Advisory, LLC | History | Added to | 231,802 | 8,358 | 0.36% | 0.37% | 52 | +7,726 | 3.45% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 223,733 | 8,069 | 0.0% | — | 53 | +223,733 | New | Q4 2025 | Feb 17, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 218,629 | 7,883 | 2.57% | 2.67% | 54 | -1,768 | -0.8% | Q4 2025 | Feb 02, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 216,567 | 7,809 | 1.23% | 1.25% | 55 | +4,835 | 2.28% | Q4 2025 | Feb 24, 2026 |
| EP Wealth Advisors, LLC | History | New | 214,010 | 7,717 | 0.04% | — | 56 | +214,010 | New | Q4 2025 | Feb 18, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 213,157 | 7,686 | 3.97% | 4.08% | 57 | -746 | -0.35% | Q4 2025 | Jan 29, 2026 |
| Asset Dedication, LLC | History | Reduced | 204,549 | 7,376 | 0.48% | 0.5% | 58 | -2,803 | -1.35% | Q4 2025 | Jan 26, 2026 |
| Wealth Forward, LLC | History | Added to | 176,303 | 6,357 | 3.59% | 3.67% | 59 | +1,534 | 0.88% | Q4 2025 | Jan 30, 2026 |
| Savant Capital, LLC | History | Reduced | 176,033 | 6,347 | 0.04% | 0.04% | 60 | -8,552 | -4.63% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Reduced | 166,880 | 6,017 | 0.0% | 0.0% | 61 | -1,172 | -0.7% | Q4 2025 | Feb 17, 2026 |
| ABBINGTON INVESTMENT GROUP | History | Added to | 165,014 | 5,950 | 4.06% | 4.58% | 62 | +17,205 | 11.64% | Q4 2025 | Jan 26, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 161,334 | 5,817 | 2.12% | 1.95% | 63 | +12,746 | 8.58% | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | Added to | 160,630 | 5,792 | 0.03% | 0.03% | 64 | +28,005 | 21.12% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 159,913 | 5,766 | 0.01% | 0.01% | 65 | +24,885 | 18.43% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 159,359 | 5,746 | 0.07% | 0.09% | 66 | +6,768 | 4.44% | Q4 2025 | Jan 29, 2026 |
| Essex LLC | History | Added to | 158,129 | 5,702 | 1.01% | 1.02% | 67 | +2,734 | 1.76% | Q4 2025 | Jan 20, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 157,424 | 5,676 | 3.15% | 2.94% | 68 | +3,565 | 2.32% | Q4 2025 | Jan 23, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 153,512 | 5,535 | 1.01% | 0.99% | 69 | +5,352 | 3.61% | Q4 2025 | Feb 09, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 151,800 | 5,473 | 3.9% | — | 70 | +151,800 | New | Q4 2025 | Feb 13, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 129,165 | 5,151 | 0.51% | 0.51% | 71 | -492 | -0.38% | Q4 2025 | Feb 03, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 141,478 | 5,101 | 0.04% | 0.04% | 72 | +8,452 | 6.35% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 136,061 | 5,065 | 0.01% | 0.01% | 73 | +11,114 | 8.89% | Q4 2025 | Jan 08, 2026 |
| Embree Financial Group | History | Added to | 133,367 | 4,809 | 0.59% | 0.33% | 74 | +64,307 | 93.12% | Q4 2025 | Jan 14, 2026 |
| Simplicity Wealth,LLC | History | Added to | 133,279 | 4,806 | 0.29% | 0.26% | 75 | +8,507 | 6.82% | Q4 2025 | Jan 30, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 131,928 | 4,757 | 1.49% | 1.29% | 76 | +23,695 | 21.89% | Q4 2025 | Feb 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 129,699 | 4,676 | 0.08% | 0.1% | 77 | -2,511 | -1.9% | Q4 2025 | Jan 16, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 129,208 | 4,659 | 0.77% | 0.77% | 78 | +741 | 0.58% | Q4 2025 | Jan 22, 2026 |
| Capital Developers, LLC | History | New | 123,784 | 4,463 | 4.0% | — | 79 | +123,784 | New | Q4 2025 | Jan 30, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 122,685 | 4,424 | 0.08% | 0.08% | 80 | +788 | 0.65% | Q4 2025 | Jan 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 110,651 | 3,991 | 0.0% | 0.0% | 81 | -7,352 | -6.23% | Q4 2025 | Feb 17, 2026 |
| Fermata Advisors, LLC | History | Added to | 107,149 | 3,863 | 0.93% | 0.98% | 82 | +743 | 0.7% | Q4 2025 | Jan 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 105,868 | 3,817 | 0.01% | 0.02% | 83 | -118,119 | -52.73% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 105,617 | 3,808 | 0.01% | 0.01% | 84 | +11,936 | 12.74% | Q4 2025 | Feb 13, 2026 |
| Northland Capital Management LLC | History | Added to | 105,047 | 3,787 | 2.12% | 1.74% | 85 | +22,535 | 27.31% | Q4 2025 | Jan 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 104,141 | 3,765 | 0.25% | 0.27% | 86 | +2,901 | 2.87% | Q4 2025 | Jan 15, 2026 |
| Trust Point Inc. | History | Reduced | 103,945 | 3,748 | 0.3% | 0.3% | 87 | -379 | -0.36% | Q4 2025 | Jan 13, 2026 |
| Veridan Wealth LLC | History | Added to | 100,054 | 3,607 | 1.21% | 1.21% | 88 | +2,709 | 2.78% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 95,907 | 3,458 | 0.03% | — | 89 | +95,907 | New | Q4 2025 | Feb 18, 2026 |
| Allen Capital Group, LLC | History | Reduced | 95,641 | 3,448 | 0.32% | 0.33% | 90 | -1,878 | -1.93% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 91,073 | 3,284 | 0.01% | 0.01% | 91 | +17,460 | 23.72% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Reduced | 89,786 | 3,238 | 0.0% | 0.01% | 92 | -2,238 | -2.43% | Q4 2025 | Feb 13, 2026 |
| Sensible Money, LLC | History | Reduced | 88,571 | 3,193 | 1.02% | 1.09% | 93 | -426 | -0.48% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 84,738 | 3,055 | 0.0% | 0.0% | 94 | +38,184 | 82.02% | Q4 2025 | Feb 18, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 84,597 | 3,050 | 0.13% | 0.12% | 95 | +7,958 | 10.38% | Q4 2025 | Feb 09, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 82,688 | 3,044 | 0.89% | 0.81% | 96 | +14,144 | 20.63% | Q4 2025 | Jan 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 84,015 | 3,029 | 0.02% | 0.02% | 97 | +1,622 | 1.97% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 83,732 | 3,019 | 0.01% | 0.0% | 98 | +73,267 | 700.11% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 82,954 | 2,991 | 0.0% | 0.0% | 99 | +11,847 | 16.66% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 79,203 | 2,856 | 0.02% | 0.03% | 100 | -584 | -0.73% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 79,115 | 2,852 | 0.02% | 0.02% | 101 | -2,386 | -2.93% | Q4 2025 | Feb 17, 2026 |
| BFI Wealth Solutions, LLC | History | New | 78,989 | 2,848 | 2.71% | — | 102 | +78,989 | New | Q4 2025 | Feb 19, 2026 |
| Advisory Services Network, LLC | History | Added to | 78,867 | 2,843 | 0.04% | 0.04% | 103 | +4,870 | 6.58% | Q4 2025 | Feb 17, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 75,746 | 2,731 | 2.71% | — | 104 | +75,746 | New | Q4 2025 | Feb 19, 2026 |
| BCS Wealth Management | History | Added to | 74,359 | 2,681 | 0.27% | 0.2% | 105 | +50,076 | 206.22% | Q4 2025 | Jan 26, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 73,387 | 2,646 | 0.29% | 0.27% | 106 | +9,743 | 15.31% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 73,293 | 2,642 | 0.0% | 0.0% | 107 | -17 | -0.02% | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | Added to | 72,663 | 2,620 | 0.34% | 0.35% | 108 | +2,028 | 2.87% | Q4 2025 | Jan 29, 2026 |
| Vivaldi Capital Management LP | History | Added to | 71,178 | 2,566 | 0.35% | 0.33% | 109 | +5,899 | 9.04% | Q4 2025 | Feb 13, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 69,907 | 2,520 | 1.11% | 1.34% | 110 | -54,644 | -43.87% | Q4 2025 | Feb 12, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 69,363 | 2,501 | 0.46% | 0.46% | 111 | +4,434 | 6.83% | Q4 2025 | Feb 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 69,098 | 2,491 | 0.57% | 0.58% | 112 | +2,307 | 3.45% | Q4 2025 | Jan 06, 2026 |
| ASSETMARK, INC | History | Added to | 68,645 | 2,475 | 0.01% | 0.0% | 113 | +19,431 | 39.48% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 68,366 | 2,465 | 0.0% | 0.0% | 114 | +15,634 | 29.65% | Q4 2025 | Feb 17, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | New | 66,707 | 2,405 | 1.32% | — | 115 | +66,707 | New | Q4 2025 | Apr 07, 2026 |
| Bleakley Financial Group, LLC | History | New | 66,688 | 2,404 | 0.04% | — | 116 | +66,688 | New | Q4 2025 | Feb 09, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 64,390 | 2,321 | 0.05% | — | 117 | +64,390 | New | Q4 2025 | Feb 17, 2026 |
| Red Tortoise LLC | History | Added to | 62,926 | 2,269 | 0.96% | 0.96% | 118 | +2,025 | 3.33% | Q4 2025 | Jan 22, 2026 |
| ERn Financial, LLC | History | Added to | 62,275 | 2,245 | 0.42% | 0.42% | 119 | +2,925 | 4.93% | Q4 2025 | Jan 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 61,362 | 2,212 | 0.0% | 0.0% | 120 | +29,793 | 94.37% | Q4 2025 | Feb 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 60,319 | 2,175 | 0.42% | 0.5% | 121 | -4,532 | -6.99% | Q4 2025 | Feb 04, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 59,870 | 2,158 | 1.27% | 1.49% | 122 | -3,060 | -4.86% | Q4 2025 | Feb 02, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 58,763 | 2,118 | 0.75% | 0.92% | 123 | -13,390 | -18.56% | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 58,308 | 2,102 | 0.0% | 0.0% | 124 | +46,951 | 413.41% | Q4 2025 | Feb 17, 2026 |
| Centurion Wealth Management LLC | History | Added to | 57,412 | 2,070 | 0.45% | 0.47% | 125 | +91 | 0.16% | Q4 2025 | Jan 14, 2026 |
| Summit Financial, LLC | History | Added to | 54,109 | 1,951 | 0.03% | 0.02% | 126 | +11,058 | 25.69% | Q4 2025 | Feb 13, 2026 |
| FF Advisors,LLC | History | Reduced | 50,972 | 1,838 | 0.82% | 0.89% | 127 | -323 | -0.63% | Q4 2025 | Feb 13, 2026 |
| Perfromance Wealth Partners, LLC | History | Added to | 50,510 | 1,821 | 0.05% | 0.03% | 128 | +17,805 | 54.44% | Q4 2025 | Jan 21, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 49,643 | 1,790 | 0.22% | 0.23% | 129 | -198 | -0.4% | Q4 2025 | Jan 08, 2026 |
| Kaizen Financial Strategies | History | Reduced | 49,560 | 1,787 | 0.79% | 0.84% | 130 | -662 | -1.32% | Q4 2025 | Jan 21, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 48,443 | 1,746 | 0.53% | 0.52% | 131 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 46,948 | 1,692 | 0.19% | 0.19% | 132 | +696 | 1.5% | Q4 2025 | Feb 18, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 45,744 | 1,649 | 0.03% | 0.03% | 133 | -128 | -0.28% | Q4 2025 | Feb 17, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 44,611 | 1,608 | 0.7% | 0.76% | 134 | -1,298 | -2.83% | Q4 2025 | Feb 05, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 44,525 | 1,605 | 0.32% | 0.34% | 135 | -157 | -0.35% | Q4 2025 | Feb 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 44,168 | 1,592 | 0.01% | 0.01% | 136 | +867 | 2.0% | Q4 2025 | Feb 12, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 53,836 | 1,565 | 0.54% | 0.61% | 137 | +1,803 | 3.47% | Q4 2025 | Jan 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 43,183 | 1,557 | 0.01% | 0.01% | 138 | +3,622 | 9.16% | Q4 2025 | Feb 18, 2026 |
| Brio Consultants, LLC | History | Added to | 42,910 | 1,547 | 0.2% | 0.14% | 139 | +14,189 | 49.4% | Q4 2025 | Feb 04, 2026 |
| Betterment LLC | History | Added to | 42,814 | 1,544 | 0.0% | 0.0% | 140 | +347 | 0.82% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 42,590 | 1,535 | 0.0% | 0.0% | 141 | +4,522 | 11.88% | Q4 2025 | Feb 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 42,482 | 1,531 | 0.01% | 0.01% | 142 | -1,913 | -4.31% | Q4 2025 | Jan 26, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 40,990 | 1,478 | 0.11% | 0.08% | 143 | +8,370 | 25.66% | Q4 2025 | Feb 17, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 40,471 | 1,459 | 0.12% | 0.12% | 144 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 40,046 | 1,444 | 0.93% | 0.99% | 145 | -1,475 | -3.55% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 39,830 | 1,436 | 0.01% | 0.0% | 146 | +3,885 | 10.81% | Q4 2025 | Jan 29, 2026 |
| Ethos Financial Group, LLC | History | New | 39,442 | 1,422 | 0.11% | — | 147 | +39,442 | New | Q4 2025 | Jan 20, 2026 |
| Index Technologies Group LLC | History | New | 39,359 | 1,419 | 1.48% | — | 148 | +39,359 | New | Q4 2025 | Feb 12, 2026 |
| McGrath & Associates, Inc. | History | Added to | 39,100 | 1,409 | 2.0% | 2.07% | 149 | +563 | 1.46% | Q4 2025 | Feb 10, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 37,725 | 1,360 | 0.02% | 0.03% | 150 | +2,120 | 5.95% | Q4 2025 | Jan 16, 2026 |
| SCS Capital Management LLC | History | Reduced | 37,373 | 1,347 | 0.01% | 0.02% | 151 | -1,612 | -4.13% | Q4 2025 | Feb 10, 2026 |
| 21 West Wealth Management LLC | History | Added to | 37,007 | 1,334 | 1.22% | 1.26% | 152 | +241 | 0.66% | Q4 2025 | Jan 13, 2026 |
| RED REEF ADVISORS LLC | History | New | 36,719 | 1,324 | 1.35% | — | 153 | +36,719 | New | Q4 2025 | Apr 08, 2026 |
| IFP Advisors, Inc | History | Added to | 35,994 | 1,297 | 0.03% | 0.03% | 154 | +7,148 | 24.78% | Q4 2025 | Feb 06, 2026 |
| Breakwater Capital Group | History | Added to | 35,679 | 1,286 | 0.18% | 0.19% | 155 | +847 | 2.43% | Q4 2025 | Jan 09, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 34,252 | 1,235 | 0.52% | 0.49% | 156 | +1,902 | 5.88% | Q4 2025 | Jan 14, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 30,729 | 1,108 | 0.12% | 0.11% | 157 | +1,654 | 5.69% | Q4 2025 | Feb 12, 2026 |
| Austin Private Wealth, LLC | History | No change | 30,683 | 1,106 | 0.08% | 0.08% | 158 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 29,761 | 1,073 | 0.0% | 0.0% | 159 | +15,508 | 108.81% | Q4 2025 | Mar 09, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 29,600 | 1,067 | 0.0% | — | 160 | +29,600 | New | Q4 2025 | Feb 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 29,478 | 1,062 | 0.02% | 0.02% | 161 | -4,975 | -14.44% | Q4 2025 | Feb 05, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 29,374 | 1,059 | 0.33% | 0.01% | 162 | +29,150 | 13013.39% | Q4 2025 | Feb 17, 2026 |
| Creekside Partners | History | Added to | 29,363 | 1,058 | 0.45% | 0.45% | 163 | +920 | 3.23% | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 29,256 | 1,054 | 0.37% | 0.21% | 164 | +26,345 | 905.02% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 28,592 | 1,031 | 0.01% | 0.01% | 165 | +15,704 | 121.85% | Q4 2025 | Jan 23, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 28,015 | 1,010 | 0.1% | 0.1% | 166 | -55 | -0.2% | Q4 2025 | Jan 26, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 28,026 | 1,010 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 27,705 | 999 | 0.1% | 0.12% | 168 | -67,964 | -71.04% | Q4 2025 | Jan 13, 2026 |
| Forza Wealth Management, LLC | History | No change | 27,714 | 999 | 0.36% | 0.38% | 169 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 27,592 | 995 | 0.0% | 0.0% | 170 | -560 | -1.99% | Q4 2025 | Mar 16, 2026 |
| Wealthfront Advisers LLC | History | Added to | 27,013 | 974 | 0.0% | 0.0% | 171 | +2,145 | 8.63% | Q4 2025 | Jan 30, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 26,432 | 953 | 0.24% | 0.22% | 172 | +2,939 | 12.51% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 25,348 | 951 | 0.04% | — | 173 | +25,348 | New | Q4 2025 | Feb 03, 2026 |
| Westmount Partners, LLC | History | No change | 25,957 | 936 | 0.23% | 0.24% | 174 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 25,953 | 935 | 0.06% | 0.06% | 175 | +770 | 3.06% | Q4 2025 | Jan 07, 2026 |
| Clarity Retirement & Wealth, LLC | History | New | 25,457 | 917 | 0.81% | — | 176 | +25,457 | New | Q4 2025 | Feb 11, 2026 |
| Focus Financial Network, Inc. | History | Added to | 25,345 | 913 | 0.03% | 0.03% | 177 | +1,087 | 4.48% | Q4 2025 | Jan 12, 2026 |
| Lee Financial Co | History | Reduced | 25,068 | 903 | 0.12% | 0.12% | 178 | -352 | -1.38% | Q4 2025 | Jan 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 25,068 | 903 | 0.0% | 0.0% | 179 | +217 | 0.87% | Q4 2025 | Feb 17, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 23,960 | 863 | 0.6% | 0.69% | 180 | -1,898 | -7.34% | Q4 2025 | Feb 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 23,684 | 854 | 0.01% | 0.01% | 181 | +1,756 | 8.01% | Q4 2025 | Feb 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 23,531 | 849 | 0.01% | 0.01% | 182 | +3,852 | 19.57% | Q4 2025 | Jan 05, 2026 |
| Independent Advisor Alliance | History | Added to | 23,415 | 844 | 0.02% | 0.01% | 183 | +17,627 | 304.54% | Q4 2025 | Feb 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 23,087 | 832 | 0.0% | 0.0% | 184 | +1,829 | 8.6% | Q4 2025 | Feb 03, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 22,298 | 804 | 0.22% | 0.29% | 185 | -6,075 | -21.41% | Q4 2025 | Feb 11, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 22,046 | 794 | 0.06% | 0.06% | 186 | -194 | -0.87% | Q4 2025 | Feb 12, 2026 |
| Firestone Capital Management | History | Reduced | 21,678 | 781 | 0.17% | 0.18% | 187 | -1,093 | -4.8% | Q4 2025 | Feb 09, 2026 |
| SUMMITRY LLC | History | New | 21,606 | 779 | 0.03% | — | 188 | +21,606 | New | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 21,297 | 767 | 0.01% | 0.01% | 189 | +1,239 | 6.18% | Q4 2025 | Jan 20, 2026 |
| Davidson Kahn Capital Management, LLC | History | Added to | 20,966 | 756 | 0.39% | 0.42% | 190 | +110 | 0.53% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Added to | 19,857 | 716 | 0.0% | 0.0% | 191 | +7,879 | 65.78% | Q4 2025 | Jan 26, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 19,646 | 708 | 0.23% | 0.29% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 19,552 | 705 | 0.0% | 0.0% | 193 | +258 | 1.34% | Q4 2025 | Feb 10, 2026 |
| Gibson Capital, LLC | History | No change | 19,078 | 687 | 0.13% | 0.13% | 194 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Foster Group, Inc. | History | Added to | 18,881 | 680 | 0.02% | 0.02% | 195 | +829 | 4.59% | Q4 2025 | Jan 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 18,831 | 679 | 0.0% | 0.0% | 196 | +5,559 | 41.89% | Q4 2025 | Feb 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 18,194 | 656 | 0.09% | 0.09% | 197 | +3,174 | 21.13% | Q4 2025 | Jan 21, 2026 |
| Traub Capital Management LLC | History | Added to | 18,197 | 656 | 0.63% | 0.61% | 198 | +1,086 | 6.35% | Q4 2025 | Jan 29, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 17,931 | 646 | 0.32% | 0.34% | 199 | +638 | 3.69% | Q4 2025 | Feb 11, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 17,777 | 641 | 0.03% | 0.03% | 200 | +275 | 1.57% | Q4 2025 | Jan 29, 2026 |
| Vise Technologies, Inc. | History | Added to | 17,222 | 621 | 0.01% | 0.01% | 201 | +9,289 | 117.09% | Q4 2025 | Feb 11, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 17,041 | 614 | 0.33% | 0.35% | 202 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Caprock Group, LLC | History | Added to | 16,380 | 590 | 0.01% | 0.01% | 203 | +434 | 2.72% | Q4 2025 | Jan 28, 2026 |
| Atria Investments, Inc | History | Added to | 16,135 | 581 | 0.01% | 0.0% | 204 | +4,331 | 36.69% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 15,786 | 569 | 0.0% | 0.0% | 205 | +3,658 | 30.16% | Q4 2025 | Feb 17, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 15,513 | 559 | 0.13% | 0.13% | 206 | +364 | 2.4% | Q4 2025 | Jan 16, 2026 |
| IEQ CAPITAL, LLC | History | New | 15,480 | 558 | 0.0% | — | 207 | +15,480 | New | Q4 2025 | Feb 13, 2026 |
| Tumwater Wealth Management, LLC | History | No change | 15,233 | 549 | 0.22% | 0.24% | 208 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sankala Group LLC | History | New | 13,623 | 548 | 0.44% | — | 209 | +13,623 | New | Q4 2025 | Mar 02, 2026 |
| Balentine LLC | History | No change | 15,147 | 546 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 15,080 | 543 | 0.15% | 0.16% | 211 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wedmont Private Capital | History | Added to | 14,608 | 540 | 0.02% | 0.02% | 212 | +1,446 | 10.99% | Q4 2025 | Jan 08, 2026 |
| Global Retirement Partners, LLC | History | Added to | 14,320 | 516 | 0.01% | 0.0% | 213 | +9,555 | 200.52% | Q4 2025 | Feb 06, 2026 |
| Bangor Savings Bank | History | Reduced | 14,054 | 506 | 0.04% | 0.04% | 214 | -797 | -5.37% | Q4 2025 | Jan 16, 2026 |
| Abel Hall, LLC | History | Reduced | 13,946 | 502 | 0.12% | 0.21% | 215 | -299 | -2.1% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 13,675 | 493 | 0.03% | 0.02% | 216 | +3,141 | 29.82% | Q4 2025 | Feb 10, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 13,595 | 490 | 0.17% | 0.18% | 217 | -24 | -0.18% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,475 | 485 | 0.0% | 0.0% | 218 | +1,012 | 8.12% | Q4 2025 | Feb 13, 2026 |
| Argos Wealth Advisors, LLC | History | New | 12,939 | 466 | 0.13% | — | 219 | +12,939 | New | Q4 2025 | Feb 04, 2026 |
| SouthState Bank Corp | History | Reduced | 12,894 | 464 | 0.02% | 0.03% | 220 | -2,260 | -14.91% | Q4 2025 | Feb 11, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 12,840 | 463 | 0.16% | 0.16% | 221 | -350 | -2.65% | Q4 2025 | Jan 27, 2026 |
| Lido Advisors, LLC | History | Added to | 12,397 | 448 | 0.0% | 0.0% | 222 | +1,194 | 10.66% | Q4 2025 | Feb 10, 2026 |
| Clearview Wealth Advisors LLC | History | Reduced | 12,421 | 447 | 0.28% | 0.3% | 223 | -526 | -4.06% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,691 | 421 | 0.01% | 0.02% | 224 | +305 | 2.68% | Q4 2025 | Jan 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 11,279 | 406 | 0.02% | 0.03% | 225 | -882 | -7.25% | Q4 2025 | Jan 28, 2026 |
| BlackRock, Inc. | History | Reduced | 11,154 | 402 | 0.0% | 0.0% | 226 | -208 | -1.83% | Q4 2025 | Feb 12, 2026 |
| First County Bank /CT/ | History | No change | 10,703 | 385 | 0.2% | 0.2% | 227 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 10,596 | 382 | 0.01% | 0.01% | 228 | +785 | 8.0% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | New | 10,515 | 379 | 0.01% | — | 229 | +10,515 | New | Q4 2025 | Mar 12, 2026 |
| Verum Partners LLC | History | New | 10,479 | 377 | 0.08% | — | 232 | +10,479 | New | Q4 2025 | Jan 14, 2026 |
| REDW Wealth LLC | History | Added to | 10,472 | 377 | 0.14% | 0.12% | 230 | +1,896 | 22.11% | Q4 2025 | Jan 28, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 10,450 | 377 | 0.13% | 0.14% | 231 | +9 | 0.09% | Q4 2025 | Jan 21, 2026 |
| Quadrature Capital Ltd | History | New | 10,435 | 376 | 0.0% | — | 233 | +10,435 | New | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | Added to | 10,337 | 372 | 0.02% | 0.01% | 234 | +3,413 | 49.29% | Q4 2025 | Jan 27, 2026 |
| Financial Freedom, LLC | History | Added to | 9,891 | 356 | 0.18% | 0.14% | 235 | +2,361 | 31.35% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | New | 9,850 | 355 | 0.0% | — | 236 | +9,850 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Added to | 9,833 | 354 | 0.01% | 0.01% | 238 | +467 | 4.99% | Q4 2025 | Feb 17, 2026 |
| Waterfront Wealth Inc. | History | No change | 9,088 | 354 | 0.07% | 0.07% | 237 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Colonial Trust Advisors | History | No change | 9,785 | 352 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 9,508 | 342 | 0.1% | 0.09% | 240 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 9,291 | 335 | 0.02% | 0.02% | 241 | -234 | -2.46% | Q4 2025 | Jan 13, 2026 |
| Allworth Financial LP | History | New | 9,261 | 333 | 0.0% | — | 242 | +9,261 | New | Q4 2025 | Feb 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 9,253 | 333 | 0.0% | 0.01% | 243 | -3,248 | -25.98% | Q4 2025 | Feb 11, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 9,055 | 326 | 0.16% | 0.22% | 244 | +281 | 3.2% | Q4 2025 | Feb 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 9,021 | 325 | 0.01% | 0.01% | 245 | +2,729 | 43.37% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 8,959 | 323 | 0.02% | 0.02% | 246 | +680 | 8.21% | Q4 2025 | Jan 20, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 8,797 | 317 | 0.04% | 0.04% | 247 | +2,292 | 35.23% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 8,782 | 316 | 0.01% | 0.01% | 248 | -1,390 | -13.66% | Q4 2025 | Feb 06, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 8,735 | 314 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | New | 8,581 | 309 | 0.0% | — | 250 | +8,581 | New | Q4 2025 | Feb 02, 2026 |
| Trilogy Capital Inc. | History | New | 8,498 | 306 | 0.01% | — | 251 | +8,498 | New | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 8,403 | 303 | 0.01% | 0.01% | 252 | +36 | 0.43% | Q4 2025 | Feb 11, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 8,271 | 298 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 8,231 | 296 | 0.0% | 0.0% | 254 | +665 | 8.79% | Q4 2025 | Feb 13, 2026 |
| Golden Bell Financial Planning LLC | History | No change | 8,111 | 292 | 0.24% | 0.25% | 255 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LongView Wealth Management | History | New | 7,637 | 287 | 0.07% | — | 256 | +7,637 | New | Q4 2025 | Jan 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 7,793 | 281 | 0.0% | — | 257 | +7,793 | New | Q4 2025 | Feb 12, 2026 |
| Timmons Wealth Management, LLC | History | New | 7,777 | 280 | 0.28% | — | 258 | +7,777 | New | Q4 2025 | Feb 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 7,710 | 278 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 7,689 | 277 | 0.01% | 0.01% | 260 | +1,396 | 22.18% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,517 | 271 | 0.0% | 0.0% | 261 | +1,140 | 17.88% | Q4 2025 | Feb 02, 2026 |
| Ballast Financial Advisors LLC | History | New | 7,508 | 270 | 0.28% | — | 262 | +7,508 | New | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 7,411 | 267 | 0.02% | — | 264 | +7,411 | New | Q4 2025 | Mar 04, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 7,431 | 267 | 0.03% | 0.04% | 263 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,376 | 265 | 0.0% | 0.0% | 267 | +652 | 9.7% | Q4 2025 | Feb 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 7,367 | 265 | 0.03% | 0.03% | 266 | +239 | 3.35% | Q4 2025 | Feb 13, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 7,365 | 265 | 0.03% | 0.04% | 265 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 6,794 | 264 | 0.11% | 0.1% | 268 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Management, LLC | History | Added to | 7,307 | 263 | 0.18% | 0.17% | 269 | +222 | 3.13% | Q4 2025 | Jan 15, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 7,252 | 262 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 7,166 | 258 | 0.02% | 0.03% | 271 | +123 | 1.75% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 7,021 | 253 | 0.0% | 0.0% | 272 | +787 | 12.62% | Q4 2025 | Jan 30, 2026 |
| Capital Advisors Wealth Management, LLC | History | New | 6,989 | 252 | 0.03% | — | 273 | +6,989 | New | Q4 2025 | Jan 21, 2026 |
| Bedminster, LLC | History | New | 6,755 | 243 | 0.22% | — | 275 | +6,755 | New | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 6,762 | 243 | 0.0% | 0.0% | 274 | +935 | 16.05% | Q4 2025 | Feb 06, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 6,695 | 241 | 0.01% | 0.01% | 276 | +792 | 13.42% | Q4 2025 | Jan 07, 2026 |
| SEI INVESTMENTS CO | History | New | 6,595 | 237 | 0.0% | — | 277 | +6,595 | New | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | New | 6,439 | 232 | 0.0% | — | 278 | +6,439 | New | Q4 2025 | Jan 15, 2026 |
| McCartney Wealth Management LLC | History | New | 6,354 | 229 | 0.2% | — | 280 | +6,354 | New | Q4 2025 | Feb 17, 2026 |
| Certified Advisory Corp | History | Added to | 6,366 | 229 | 0.02% | 0.02% | 279 | +705 | 12.45% | Q4 2025 | Jan 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 6,241 | 225 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 6,245 | 225 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 6,197 | 223 | 0.03% | 0.03% | 283 | -195 | -3.05% | Q4 2025 | Jan 23, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 5,874 | 211 | 0.03% | — | 285 | +5,874 | New | Q4 2025 | Feb 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 5,860 | 211 | 0.0% | — | 284 | +5,860 | New | Q4 2025 | Feb 10, 2026 |
| Directional Asset Management | History | New | 5,765 | 207 | 0.18% | — | 286 | +5,765 | New | Q4 2025 | Jan 29, 2026 |
| Equita Financial Network, Inc. | History | New | 5,718 | 206 | 0.06% | — | 287 | +5,718 | New | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,580 | 201 | 0.0% | 0.0% | 288 | +90 | 1.64% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,396 | 194 | 0.0% | 0.0% | 289 | +1,602 | 42.22% | Q4 2025 | Feb 11, 2026 |
| WealthCollab, LLC | History | Added to | 5,239 | 188 | 0.08% | 0.0% | 290 | +5,174 | 7960.0% | Q4 2025 | Jan 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,837 | 174 | 0.0% | 0.01% | 291 | -2,584 | -34.82% | Q4 2025 | Feb 09, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 4,745 | 171 | 0.1% | 0.1% | 292 | +226 | 5.0% | Q4 2025 | Feb 09, 2026 |
| NorthAvenue LLC | History | New | 4,580 | 165 | 0.14% | — | 293 | +4,580 | New | Q4 2025 | Apr 02, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | Added to | 4,258 | 153 | 0.04% | 0.02% | 294 | +1,938 | 83.53% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Added to | 4,131 | 148 | 0.0% | 0.0% | 295 | +3,746 | 972.99% | Q4 2025 | Feb 17, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 3,869 | 139 | 0.06% | 0.01% | 296 | +2,486 | 179.75% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,826 | 137 | 0.0% | — | 297 | +3,826 | New | Q4 2025 | Feb 02, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 3,720 | 134 | 0.05% | 0.05% | 298 | +95 | 2.62% | Q4 2025 | Jan 09, 2026 |
| MCF Advisors LLC | History | Added to | 3,702 | 133 | 0.01% | 0.01% | 299 | +1,110 | 42.82% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 3,635 | 131 | 0.0% | — | 300 | +3,635 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 3,607 | 130 | 0.0% | 0.0% | 301 | -24 | -0.66% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Added to | 3,558 | 128 | 0.0% | 0.0% | 302 | +1,222 | 52.31% | Q4 2025 | Jan 26, 2026 |
| Millstone Evans Group, LLC | History | New | 3,303 | 119 | 0.07% | — | 304 | +3,303 | New | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | No change | 3,320 | 119 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MASECO LLP | History | New | 3,247 | 117 | 0.01% | — | 305 | +3,247 | New | Q4 2025 | Jan 22, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 3,200 | 115 | 0.08% | 0.08% | 306 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Versant Capital Management, Inc | History | Reduced | 3,172 | 114 | 0.01% | 0.04% | 307 | -5,879 | -64.95% | Q4 2025 | Jan 08, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 3,108 | 112 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,047 | 109 | 0.0% | 0.01% | 309 | -2,565 | -45.71% | Q4 2025 | Jan 13, 2026 |
| Activest Wealth Management | History | New | 2,837 | 102 | 0.02% | — | 310 | +2,837 | New | Q4 2025 | Jan 30, 2026 |
| FRANKLIN RESOURCES INC | History | New | 2,800 | 100 | 0.0% | — | 311 | +2,800 | New | Q4 2025 | Feb 11, 2026 |
| Integrity Financial Corp /WA | History | No change | 2,799 | 100 | 0.05% | 0.05% | 312 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 2,800 | 100 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 2,768 | 99 | 0.03% | 0.04% | 314 | -56 | -1.98% | Q4 2025 | Feb 09, 2026 |
| Abound Wealth Management | History | Added to | 2,580 | 93 | 0.02% | 0.02% | 315 | +350 | 15.7% | Q4 2025 | Jan 12, 2026 |
| HM PAYSON & CO | History | New | 2,500 | 90 | 0.0% | — | 317 | +2,500 | New | Q4 2025 | Feb 12, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 2,514 | 90 | 0.02% | 0.01% | 316 | +830 | 49.29% | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,456 | 88 | 0.0% | 0.0% | 318 | -515 | -17.33% | Q4 2025 | Feb 09, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 2,312 | 83 | 0.03% | 0.0% | 319 | +2,146 | 1292.77% | Q4 2025 | Jan 22, 2026 |
| Smithfield Trust Co | History | No change | 2,233 | 80 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Breakwater Investment Management | History | No change | 2,236 | 80 | 0.03% | 0.03% | 321 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 2,193 | 79 | 0.03% | 0.03% | 322 | -66 | -2.92% | Q4 2025 | Jan 21, 2026 |
| Fairway Wealth LLC | History | Added to | 1,652 | 59 | 0.02% | 0.02% | 323 | +60 | 3.77% | Q4 2025 | Jan 28, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,653 | 59 | 0.04% | 0.04% | 324 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HOWE & RUSLING INC | History | Added to | 1,513 | 54 | 0.0% | 0.0% | 325 | +1,347 | 811.45% | Q4 2025 | Feb 17, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,374 | 54 | 0.04% | 0.03% | 326 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Reduced | 1,487 | 53 | 0.02% | 0.02% | 327 | -234 | -13.6% | Q4 2025 | Feb 12, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1,422 | 51 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Operose Advisors LLC | History | No change | 1,424 | 51 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,326 | 47 | 0.0% | — | 330 | +1,326 | New | Q4 2025 | Jan 21, 2026 |
| Triumph Capital Management | History | New | 1,266 | 45 | 0.01% | — | 331 | +1,266 | New | Q4 2025 | Feb 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,218 | 43 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,155 | 42 | 0.01% | 0.0% | 333 | +786 | 213.01% | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Co / SC | History | Reduced | 1,147 | 41 | 0.01% | 0.01% | 334 | -108 | -8.61% | Q4 2025 | Feb 12, 2026 |
| PFS Partners, LLC | History | Added to | 1,117 | 40 | 0.02% | 0.02% | 335 | +50 | 4.69% | Q4 2025 | Jan 16, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,083 | 39 | 0.0% | — | 336 | +1,083 | New | Q4 2025 | Feb 17, 2026 |
| SYM FINANCIAL Corp | History | No change | 1,066 | 38 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,046 | 37 | 0.0% | 0.0% | 338 | +6 | 0.58% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 969 | 34 | 0.0% | 0.0% | 339 | -4,306 | -81.63% | Q4 2025 | Feb 18, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 939 | 33 | 0.0% | 0.0% | 340 | +60 | 6.83% | Q4 2025 | Feb 06, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 931 | 33 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | New | 883 | 31 | 0.0% | — | 342 | +883 | New | Q4 2025 | Jan 29, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 835 | 30 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 808 | 29 | 0.0% | — | 344 | +808 | New | Q4 2025 | Feb 13, 2026 |
| Pflug Koory, LLC | History | No change | 799 | 28 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | New | 745 | 26 | 0.0% | — | 346 | +745 | New | Q4 2025 | Jan 26, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 706 | 25 | 0.0% | 0.0% | 348 | -176 | -19.95% | Q4 2025 | Jan 22, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 716 | 25 | 0.0% | 0.0% | 347 | -86 | -10.72% | Q4 2025 | Jan 23, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | New | 692 | 24 | 0.0% | — | 349 | +692 | New | Q4 2025 | Feb 09, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 675 | 24 | 0.02% | 0.02% | 351 | +24 | 3.69% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 673 | 24 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BALLAST ADVISORS LLC | History | New | 663 | 23 | 0.01% | — | 352 | +663 | New | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | Added to | 627 | 22 | 0.0% | 0.0% | 354 | +73 | 13.18% | Q4 2025 | Jan 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 632 | 22 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 599 | 21 | 0.0% | 0.0% | 355 | +180 | 42.96% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 560 | 20 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 535 | 19 | 0.0% | 0.0% | 359 | -88 | -14.13% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 528 | 19 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| First Command Advisory Services, Inc. | History | No change | 537 | 19 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SJS Investment Consulting Inc. | History | No change | 538 | 19 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Noble Wealth Management PBC | History | No change | 540 | 19 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 501 | 18 | 0.01% | — | 363 | +501 | New | Q4 2025 | Feb 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 496 | 18 | 0.0% | 0.0% | 362 | +349 | 237.41% | Q4 2025 | Feb 09, 2026 |
| GODSEY & GIBB, INC | History | No change | 461 | 16 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Key FInancial Inc | History | No change | 397 | 14 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Dunhill Financial, LLC | History | No change | 404 | 14 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 388 | 13 | 0.01% | — | 369 | +388 | New | Q4 2025 | Feb 10, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | New | 364 | 13 | 0.01% | — | 370 | +364 | New | Q4 2025 | Jan 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 380 | 13 | 0.0% | 0.0% | 367 | +14 | 3.83% | Q4 2025 | Feb 04, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 379 | 13 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CX Institutional | History | Added to | 346 | 12 | 0.0% | 0.0% | 371 | +12 | 3.59% | Q4 2025 | Feb 02, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 324 | 11 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Salomon & Ludwin, LLC | History | No change | 312 | 11 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 316 | 11 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 290 | 10 | 0.0% | — | 375 | +290 | New | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | New | 270 | 9 | 0.0% | — | 377 | +270 | New | Q4 2025 | Feb 20, 2026 |
| Glen Eagle Advisors, LLC | History | New | 250 | 9 | 0.0% | — | 379 | +250 | New | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | Reduced | 265 | 9 | 0.0% | 0.0% | 378 | -113 | -29.89% | Q4 2025 | Jan 30, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 254 | 9 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kingdom Financial Group LLC. | History | New | 248 | 8 | 0.0% | — | 382 | +248 | New | Q4 2025 | Feb 06, 2026 |
| Creative Capital Management Investments LLC | History | New | 232 | 8 | 0.0% | — | 381 | +232 | New | Q4 2025 | Jan 23, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 231 | 8 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 219 | 7 | 0.01% | — | 385 | +219 | New | Q4 2025 | Mar 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 196 | 7 | 0.0% | — | 384 | +196 | New | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 200 | 7 | 0.0% | 0.0% | 383 | +7 | 3.63% | Q4 2025 | Jan 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 181 | 6 | 0.0% | 0.0% | 386 | -60,763 | -99.7% | Q4 2025 | Feb 17, 2026 |
| BAYBAN | History | New | 185 | 6 | 0.01% | — | 389 | +185 | New | Q4 2025 | Mar 05, 2026 |
| West Branch Capital LLC | History | No change | 185 | 6 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 175 | 6 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 160 | 5 | 0.0% | 0.0% | 390 | +1 | 0.63% | Q4 2025 | Feb 13, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 150 | 5 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 162 | 5 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| McIlrath & Eck, LLC | History | Added to | 135 | 4 | 0.0% | 0.0% | 394 | +5 | 3.85% | Q4 2025 | Feb 03, 2026 |
| IMA Advisory Services, Inc. | History | No change | 118 | 4 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WFA of San Diego, LLC | History | No change | 123 | 4 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 134 | 4 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 135 | 4 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 95 | 3 | 0.0% | 0.01% | 400 | -1,633 | -94.5% | Q4 2025 | Feb 12, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 92 | 3 | 0.0% | — | 404 | +92 | New | Q4 2025 | Feb 20, 2026 |
| Quent Capital, LLC | History | New | 85 | 3 | 0.0% | — | 402 | +85 | New | Q4 2025 | Jan 29, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 75 | 3 | 0.0% | — | 403 | +75 | New | Q4 2025 | Feb 12, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 84 | 3 | 0.0% | 0.0% | 398 | -4 | -4.55% | Q4 2025 | Jan 27, 2026 |
| Avion Wealth | History | No change | 100 | 3 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Addison Advisors LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 75 | 2 | 0.0% | — | 405 | +75 | New | Q4 2025 | Feb 17, 2026 |
| OPTIMA CAPITAL LLC | History | New | 62 | 2 | 0.0% | — | 409 | +62 | New | Q4 2025 | Jan 23, 2026 |
| Graney & King, LLC | History | Added to | 73 | 2 | 0.0% | 0.0% | 408 | +2 | 2.82% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 81 | 2 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | No change | 71 | 2 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Camelot Portfolios, LLC | History | New | 54 | 1 | 0.0% | — | 413 | +54 | New | Q4 2025 | Jan 29, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 40 | 1 | 0.0% | — | 421 | +40 | New | Q4 2025 | Feb 19, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 37 | 1 | 0.0% | — | 420 | +37 | New | Q4 2025 | Feb 03, 2026 |
| Nemes Rush Group LLC | History | New | 30 | 1 | 0.0% | — | 419 | +30 | New | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 31 | 1 | 0.0% | — | 412 | +16 | 106.67% | Q4 2025 | Feb 17, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 46 | 1 | 0.0% | 0.0% | 416 | +2 | 4.55% | Q4 2025 | Feb 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 50 | 1 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 47 | 1 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Solstein Capital, LLC | History | No change | 49 | 1 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 37 | 1 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Waterford Advisors, LLC | History | Closed out | 0 | 0 | — | 3.55% | — | -284,343 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 3.79% | — | -281,461 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Systelligence, LLC | History | Closed out | 0 | 0 | — | 1.48% | — | -215,239 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -85,399 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -58,564 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -12,186 | -100.0% | Q3 2025 | Oct 20, 2025 |
| HBK Sorce Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,017 | -100.0% | Q3 2025 | Oct 16, 2025 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,310 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,821 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,669 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,565 | -100.0% | Q3 2025 | Oct 14, 2025 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,432 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blue Trust, Inc. | History | Reduced | 18 | 0 | — | 0.0% | — | -2,756 | -99.35% | Q4 2025 | Jan 16, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,644 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,261 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,907 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,673 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,457 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,021 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -995 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -986 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -808 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -800 | -100.0% | Q3 2025 | Oct 15, 2025 |
| BOK Financial Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -747 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -436 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q3 2025 | Oct 14, 2025 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q3 2025 | Oct 27, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -96 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Crews Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Private Wealth Management Group, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Paladin Advisory Group, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CURIO WEALTH, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |