SCHWAB STRATEGIC TRUST - FNDX

Detailed investor-level table based on 13F positions.

Early Q1 2026 data: only 18 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025

13D/13G major owners: Ownership tab.

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	413,443,221	11,249,790	1.75%	1.72%	1	+4,241,879	1.04%	Q4 2025	Feb 13, 2026
CAPTRUST FINANCIAL ADVISORS	History	Added to	21,393,347	582,112	1.11%	0.91%	2	+4,370,263	25.67%	Q4 2025	Feb 17, 2026
McAdam, LLC	History	Added to	9,179,896	249,784	11.43%	11.34%	3	+428,778	4.9%	Q4 2025	Feb 13, 2026
Boulay Financial Advisors, LLC	History	Added to	9,126,260	248,325	29.2%	32.39%	4	+353,656	4.03%	Q4 2025	Feb 12, 2026
AMERIPRISE FINANCIAL INC	History	Added to	8,487,899	230,957	0.05%	0.04%	5	+1,177,857	16.11%	Q4 2025	Feb 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	Added to	8,291,741	225,618	0.81%	0.0%	6	+8,266,612	32896.7%	Q4 2025	Jan 30, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	History	Added to	8,028,915	218,466	4.4%	4.42%	7	+151,765	1.93%	Q4 2025	Feb 06, 2026
Steele Capital Management, Inc.	History	Added to	6,112,690	166,326	7.14%	7.06%	8	+62,294	1.03%	Q4 2025	Jan 27, 2026
MORGAN STANLEY	History	Added to	5,222,076	142,092	0.01%	0.01%	9	+321,287	6.56%	Q4 2025	Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC	History	Reduced	5,154,200	140,245	0.04%	0.05%	10	-1,012,283	-16.42%	Q4 2025	Feb 10, 2026
LPL Financial LLC	History	Added to	5,151,322	140,167	0.04%	0.03%	11	+598,218	13.14%	Q4 2025	Feb 11, 2026
Glassman Wealth Services	History	Added to	4,666,563	126,977	17.14%	17.25%	12	+131	0.0%	Q4 2025	Jan 28, 2026
Northwest Bancshares, Inc.	History	Reduced	4,093,713	111,389	21.53%	25.48%	13	-1,739,909	-29.83%	Q4 2025	Feb 13, 2026
Cetera Investment Advisers	History	Added to	3,782,869	102,931	0.11%	0.11%	14	+247,824	7.01%	Q4 2025	Feb 17, 2026
AlphaCore Capital LLC	History	Reduced	3,493,029	95,045	2.12%	3.18%	15	-103,662	-2.88%	Q4 2025	Feb 05, 2026
QUADRANT CAPITAL GROUP LLC	History	No change	3,142,622	85,510	2.58%	2.69%	16	0	0.0%	Q4 2025	Feb 13, 2026
BANK OF AMERICA CORP /DE/	History	Added to	3,130,851	85,190	0.01%	0.01%	17	+42,476	1.38%	Q4 2025	Feb 17, 2026
Charles Schwab Trust Co	History	Added to	3,109,768	84,616	5.56%	5.45%	18	+57,710	1.89%	Q4 2025	Jan 09, 2026
Gemmer Asset Management LLC	History	Reduced	2,649,062	72,080	5.55%	5.64%	19	-9,505	-0.36%	Q4 2025	Jan 23, 2026
Bank of New York Mellon Corp	History	Added to	2,528,667	68,805	0.01%	0.0%	20	+2,448,747	3064.0%	Q4 2025	Feb 10, 2026
Clark Capital Management Group, Inc.	History	Reduced	2,461,818	66,986	0.41%	0.46%	21	-319,258	-11.48%	Q4 2025	Feb 17, 2026
RESTON WEALTH MANAGEMENT LLC	History	Added to	2,380,794	64,781	19.82%	19.92%	22	+34,492	1.47%	Q4 2025	Feb 12, 2026
Kelman-Lazarov, Inc.	History	Added to	2,356,429	64,118	9.16%	9.15%	23	+10,709	0.46%	Q4 2025	Jan 26, 2026
UBS Group AG	History	Reduced	2,341,622	63,715	0.01%	0.01%	24	-200,452	-7.89%	Q4 2025	Jan 29, 2026
Lee Financial Co	History	Reduced	2,324,130	63,239	8.53%	7.84%	25	-54,358	-2.29%	Q4 2025	Jan 22, 2026
Creative Planning	History	Added to	2,121,741	57,732	0.04%	0.03%	26	+748,062	54.46%	Q4 2025	Feb 17, 2026
OSAIC HOLDINGS, INC.	History	Reduced	2,058,397	56,014	0.08%	0.08%	27	-222,136	-9.74%	Q4 2025	Feb 17, 2026
Private Advisor Group, LLC	History	Reduced	2,047,668	55,717	0.26%	0.27%	28	-1,988	-0.1%	Q4 2025	Feb 17, 2026
Bell Investment Advisors, Inc	History	Reduced	2,013,483	54,786	8.66%	8.87%	29	-49,517	-2.4%	Q4 2025	Feb 24, 2026
BlueStem Wealth Partners, LLC	History	Added to	1,966,144	53,498	5.91%	5.71%	30	+68,756	3.62%	Q4 2025	Feb 06, 2026
HighTower Advisors, LLC	History	Added to	1,937,060	52,707	0.06%	0.05%	31	+99,156	5.4%	Q4 2025	Feb 06, 2026
Cambridge Investment Research Advisors, Inc.	History	Added to	1,847,946	50,283	0.13%	0.13%	32	+87,275	4.96%	Q4 2025	Feb 05, 2026
Ashford Advisors, LLC	History	Reduced	1,835,393	49,941	10.93%	10.92%	33	-40,787	-2.17%	Q4 2025	Jan 23, 2026
Prairiewood Capital, LLC	History	Added to	1,824,061	49,632	15.41%	15.06%	34	+97,149	5.63%	Q4 2025	Jan 26, 2026
Koesten, Hirschmann & Crabtree, INC.	History	Reduced	1,715,952	46,691	22.97%	23.12%	35	-125,821	-6.83%	Q4 2025	Feb 09, 2026
Cornerstone Planning Group LLC	History	Added to	1,562,526	44,188	6.89%	0.0%	36	+1,562,340	839967.74%	Q4 2025	Feb 02, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC	History	Added to	1,576,625	42,899	5.91%	5.37%	37	+43,999	2.87%	Q4 2025	Jan 20, 2026
Leonard Rickey Investment Advisors P.L.L.C.	History	Added to	1,479,354	40,253	7.28%	7.15%	38	+34,600	2.39%	Q4 2025	Jan 14, 2026
Focus Partners Wealth	History	Added to	1,498,468	39,887	0.05%	0.06%	39	+77,949	5.49%	Q4 2025	Feb 13, 2026
Resonant Capital Advisors, LLC	History	Added to	1,367,927	37,221	2.05%	2.06%	40	+24,946	1.86%	Q4 2025	Jan 29, 2026
Belpointe Asset Management LLC	History	Added to	1,345,095	36,600	1.32%	1.31%	41	+40,963	3.14%	Q4 2025	Jan 27, 2026
Fortis Capital Advisors, LLC	History	Added to	1,345,095	36,600	5.4%	5.43%	42	+40,963	3.14%	Q4 2025	Jan 27, 2026
PTM WEALTH MANAGEMENT, LLC	History	Added to	1,310,154	36,304	20.49%	19.97%	43	+48,505	3.84%	Q4 2025	Jan 09, 2026
Tanglewood Wealth Management, Inc.	History	Added to	1,316,823	35,830	3.29%	2.99%	44	+93,348	7.63%	Q4 2025	Jan 29, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	Reduced	1,214,822	33,055	0.04%	0.06%	45	-683,647	-36.01%	Q4 2025	Feb 12, 2026
Mariner, LLC	History	Added to	1,206,271	32,828	0.04%	0.04%	46	+61,875	5.41%	Q4 2025	Feb 13, 2026
GREAT VALLEY ADVISOR GROUP, INC.	History	Added to	1,110,269	30,210	0.58%	0.53%	47	+102,143	10.13%	Q4 2025	Feb 12, 2026
Planned Solutions, Inc.	History	Reduced	1,049,879	28,567	9.16%	9.62%	48	-14,006	-1.32%	Q4 2025	Jan 28, 2026
Eagle Strategies LLC	History	Added to	1,036,270	28,196	3.6%	3.61%	49	+10,948	1.07%	Q4 2025	Jan 23, 2026
Berman McAleer LLC	History	Added to	996,745	27,121	3.71%	3.62%	50	+11,413	1.16%	Q4 2025	Feb 05, 2026
OXFORD FINANCIAL GROUP, LTD. LLC	History	Reduced	966,502	26,298	1.45%	1.46%	51	-15,581	-1.59%	Q4 2025	Feb 13, 2026
Corient Private Wealth LLC	History	Added to	958,392	26,078	0.04%	0.04%	52	+56,412	6.25%	Q4 2025	Mar 09, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	Reduced	933,529	25,401	0.33%	0.33%	53	-18,021	-1.89%	Q4 2025	Jan 22, 2026
MOLLER WEALTH PARTNERS	History	Reduced	926,581	25,212	5.28%	5.15%	54	-12,152	-1.29%	Q4 2025	Jan 08, 2026
ALLEN WEALTH MANAGEMENT, LLC	History	Reduced	918,905	25,003	15.05%	17.3%	55	-51,670	-5.32%	Q4 2025	Jan 23, 2026
Solitude Financial Services	History	Reduced	918,407	24,989	8.24%	8.45%	56	-20,672	-2.2%	Q4 2025	Jan 15, 2026
DAVENPORT & Co LLC	History	Added to	916,929	24,949	0.13%	0.12%	57	+90,138	10.9%	Q4 2025	Jan 12, 2026
Pasadena Private Wealth, LLC	History	Added to	916,854	24,947	3.39%	2.03%	58	+379,498	70.62%	Q4 2025	Feb 10, 2026
Financial Strategies Group, Inc.	History	Added to	887,072	24,749	4.48%	4.44%	59	+9,420	1.07%	Q4 2025	Feb 05, 2026
Haverford Trust Co	History	Added to	874,656	23,799	0.21%	0.21%	60	+1,949	0.22%	Q4 2025	Feb 13, 2026
Merit Financial Group, LLC	History	Added to	870,013	23,673	0.19%	0.08%	61	+522,654	150.47%	Q4 2025	Jan 26, 2026
TruNorth Capital Management, LLC	History	Added to	869,591	23,661	4.49%	4.17%	62	+68,359	8.53%	Q4 2025	Feb 11, 2026
CPC Advisors, LLC	History	Added to	846,936	23,045	2.33%	2.34%	63	+2,198	0.26%	Q4 2025	Jan 28, 2026
Certified Advisory Corp	History	Added to	836,554	22,762	2.07%	2.02%	64	+28,287	3.5%	Q4 2025	Jan 12, 2026
Richardson Capital Management LLC	History	Reduced	812,097	22,097	11.09%	10.9%	65	-60,007	-6.88%	Q4 2025	Jan 30, 2026
Urban Financial Advisory Corp	History	Added to	794,139	21,608	8.48%	8.61%	66	+91,536	13.03%	Q4 2025	Feb 04, 2026
Wealthspire Retirement, LLC	History	Added to	779,599	21,212	1.29%	0.46%	67	+508,473	187.54%	Q4 2025	Feb 18, 2026
Firestone Capital Management	History	Added to	768,746	20,917	4.44%	4.35%	68	+3,038	0.4%	Q4 2025	Feb 09, 2026
ROYAL BANK OF CANADA	History	New	753,493	20,503	0.0%	—	69	+753,493	New	Q4 2025	Feb 17, 2026
Washington Trust Advisors, Inc.	History	Reduced	753,367	20,499	1.57%	1.52%	70	-4,479	-0.59%	Q4 2025	Feb 03, 2026
Your Advocates Ltd., LLP	History	Reduced	745,945	20,297	6.62%	6.7%	71	-13,912	-1.83%	Q4 2025	Feb 02, 2026
ELEVATION WEALTH PARTNERS, LLC	History	Reduced	737,497	20,067	7.11%	7.05%	72	-6,987	-0.94%	Q4 2025	Jan 09, 2026
Northland Capital Management LLC	History	Added to	717,032	19,510	10.93%	8.56%	73	+160,326	28.8%	Q4 2025	Jan 20, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	Reduced	715,540	19,469	0.01%	0.01%	74	-12,839	-1.76%	Q4 2025	Feb 10, 2026
CABOT WEALTH MANAGEMENT INC	History	Added to	705,562	19,198	2.12%	1.93%	75	+42,925	6.48%	Q4 2025	Feb 03, 2026
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	History	Added to	671,928	18,283	5.0%	2.84%	76	+301,335	81.31%	Q4 2025	Jan 26, 2026
RAYMOND JAMES FINANCIAL INC	History	Added to	657,175	17,881	0.01%	0.01%	77	+62,821	10.57%	Q4 2025	Feb 18, 2026
Envision Financial LLC	History	Added to	655,421	17,834	9.43%	9.2%	78	+44,861	7.35%	Q4 2025	Jan 07, 2026
U.S. Capital Wealth Advisors, LLC	History	Added to	635,230	17,284	0.45%	0.44%	79	+10,945	1.75%	Q4 2025	Jan 23, 2026
VVR Holdings LLC	History	New	634,387	17,261	8.97%	—	80	+634,387	New	Q4 2025	Feb 11, 2026
CAHILL FINANCIAL ADVISORS INC	History	Added to	853,852	17,035	1.86%	1.93%	81	+209,444	32.5%	Q4 2025	Feb 18, 2026
MAI Capital Management	History	Added to	616,193	16,766	0.1%	0.08%	82	+158,115	34.52%	Q4 2025	Feb 13, 2026
Qube Research & Technologies Ltd	History	Added to	612,591	16,668	0.02%	0.0%	83	+445,614	266.87%	Q4 2025	Feb 17, 2026
Sellwood Investment Partners LLC	History	Added to	610,030	16,598	6.48%	6.25%	84	+12,865	2.15%	Q4 2025	Jan 26, 2026
White Pine Investment CO	History	Added to	589,684	16,045	3.78%	3.67%	85	+707	0.12%	Q4 2025	Jan 28, 2026
PRINCIPAL SECURITIES, INC.	History	Reduced	588,939	16,025	0.25%	0.3%	86	-92,215	-13.54%	Q4 2025	Feb 12, 2026
EP Wealth Advisors, LLC	History	New	584,018	15,891	0.08%	—	87	+584,018	New	Q4 2025	Feb 18, 2026
Aufman Associates Inc	History	Added to	574,608	15,635	8.01%	1.44%	88	+477,083	489.19%	Q4 2025	Feb 11, 2026
Tradition Wealth Management, LLC	History	Added to	574,083	15,620	1.12%	1.1%	89	+8,860	1.57%	Q4 2025	Feb 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	Reduced	556,683	15,531	0.02%	0.03%	90	-78,158	-12.31%	Q4 2025	Jan 08, 2026
Strata Wealth Advisors, LLC	History	Reduced	554,054	15,075	4.19%	3.95%	91	-14,799	-2.6%	Q4 2025	Feb 12, 2026
Asset Allocation Strategies LLC	History	Added to	552,591	15,036	2.78%	2.73%	92	+27,675	5.27%	Q4 2025	Feb 13, 2026
Wealth Forward, LLC	History	Added to	548,481	14,924	8.43%	8.34%	93	+2,172	0.4%	Q4 2025	Jan 30, 2026
Williams Financial, LLC	History	New	541,764	14,741	8.53%	—	94	+541,764	New	Q4 2025	Feb 02, 2026
Cerity Partners LLC	History	Reduced	529,604	14,410	0.02%	0.02%	95	-9,913	-1.84%	Q4 2025	Feb 11, 2026
GOLDMAN SACHS GROUP INC	History	Added to	499,105	13,580	0.0%	0.0%	96	+485,924	3686.55%	Q4 2025	Mar 25, 2026
Ironwood Investment Counsel, LLC	History	Added to	490,965	13,359	1.87%	1.83%	97	+14,032	2.94%	Q4 2025	Feb 06, 2026
Gotham Asset Management, LLC	History	Added to	485,215	13,202	0.05%	0.05%	98	+21,108	4.55%	Q4 2025	Feb 17, 2026
Archford Capital Strategies, LLC	History	Reduced	483,849	13,165	1.53%	1.7%	99	-57,608	-10.64%	Q4 2025	Jan 15, 2026
Opes Wealth Management LLC	History	Reduced	478,489	13,019	2.12%	2.18%	100	-805	-0.17%	Q4 2025	Feb 02, 2026
Clarkston Capital Partners, LLC	History	Added to	474,710	12,916	0.3%	0.12%	101	+258,201	119.26%	Q4 2025	Feb 13, 2026
BCS Wealth Management	History	Added to	469,554	12,776	1.29%	1.06%	102	+291,280	163.39%	Q4 2025	Jan 26, 2026
TradeWell Securities, LLC.	History	New	12,721,524	12,721	4.95%	—	103	+12,721,524	New	Q4 2025	Feb 09, 2026
ACCESS FINANCIAL SERVICES, INC.	History	Added to	458,780	12,483	4.54%	4.3%	104	+6,911	1.53%	Q4 2025	Jan 21, 2026
FMR LLC	History	Added to	455,679	12,399	0.0%	0.0%	105	+30,128	7.08%	Q4 2025	Feb 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP	History	Added to	446,644	12,153	0.15%	0.15%	106	+14,677	3.4%	Q4 2025	Feb 10, 2026
MML INVESTORS SERVICES, LLC	History	Added to	446,026	12,136	0.03%	0.02%	107	+90,201	25.35%	Q4 2025	Feb 13, 2026
Sterling Financial Planning, Inc.	History	Added to	432,500	11,768	3.55%	3.52%	108	+8,507	2.01%	Q4 2025	Jan 27, 2026
J.E. Simmons & Co., P.C.	History	New	426,178	11,596	7.52%	—	109	+426,178	New	Q4 2025	Feb 13, 2026
Nicholas Hoffman & Company, LLC.	History	Added to	425,765	11,585	0.27%	0.26%	110	+12,371	2.99%	Q4 2025	Feb 02, 2026
Quantinno Capital Management LP	History	Added to	421,121	11,458	0.02%	0.02%	111	+110,472	35.56%	Q4 2025	Feb 17, 2026
Nicholson Meyer Capital Management, Inc.	History	Added to	419,418	11,412	8.63%	8.36%	112	+5,863	1.42%	Q4 2025	Jan 28, 2026
Timmons Wealth Management, LLC	History	New	411,874	11,207	11.03%	—	113	+411,874	New	Q4 2025	Feb 12, 2026
Pallas Capital Advisors LLC	History	Reduced	409,098	11,131	0.37%	0.4%	114	-332	-0.08%	Q4 2025	Jan 14, 2026
Alhambra Investment Management LLC	History	Added to	408,892	11,125	5.18%	5.07%	115	+2,878	0.71%	Q4 2025	Jan 15, 2026
Cedar Point Capital Partners, LLC	History	Reduced	406,467	11,059	7.06%	7.31%	116	-17,324	-4.09%	Q4 2025	Feb 11, 2026
Equity Wealth Partners, LLC	History	Added to	401,478	10,924	7.08%	3.99%	117	+214,525	114.75%	Q4 2025	Jan 26, 2026
American Trust	History	Reduced	393,103	10,696	0.9%	0.89%	118	-8,646	-2.15%	Q4 2025	Feb 17, 2026
HIGHLINE WEALTH PARTNERS LLC	History	Added to	386,049	10,504	2.95%	2.66%	119	+9,719	2.58%	Q4 2025	Jan 15, 2026
Legend Financial Advisors, Inc.	History	Added to	382,396	10,404	6.3%	6.16%	120	+26	0.01%	Q4 2025	Jan 23, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	Added to	380,185	10,344	0.02%	0.01%	121	+84,030	28.37%	Q4 2025	Feb 18, 2026
JONES FINANCIAL COMPANIES LLLP	History	Added to	379,900	10,337	0.01%	0.01%	122	+21,162	5.9%	Q4 2025	Feb 17, 2026
Arlington Financial Advisors, LLC	History	Reduced	374,530	10,190	1.46%	1.46%	123	-2,675	-0.71%	Q4 2025	Jan 12, 2026
LOWERY THOMAS, LLC	History	Reduced	366,970	9,985	5.64%	5.65%	124	-4,895	-1.32%	Q4 2025	Jan 26, 2026
Bristlecone Value Partners, LLC	History	New	360,410	9,806	11.32%	—	125	+360,410	New	Q4 2025	Feb 13, 2026
PARK AVENUE SECURITIES LLC	History	Reduced	360,322	9,804	0.08%	0.08%	126	-27,456	-7.08%	Q4 2025	Jan 05, 2026
Lakewood Asset Management LLC	History	Added to	353,870	9,628	5.66%	5.41%	127	+13,467	3.96%	Q4 2025	Jan 26, 2026
Systelligence, LLC	History	Added to	352,368	9,587	1.83%	0.55%	128	+242,732	221.4%	Q4 2025	Jan 22, 2026
Bruce G. Allen Investments, LLC	History	Reduced	351,162	9,555	6.46%	6.67%	129	-2,797	-0.79%	Q4 2025	Feb 10, 2026
Kestra Advisory Services, LLC	History	Reduced	350,123	9,526	0.04%	0.04%	130	-5,327	-1.5%	Q4 2025	Feb 13, 2026
OneDigital Investment Advisors LLC	History	Reduced	342,744	9,326	0.09%	0.14%	131	-189,343	-35.58%	Q4 2025	Feb 13, 2026
COLLECTIVE FAMILY OFFICE LLC	History	Added to	339,913	9,249	2.12%	1.76%	132	+61,121	21.92%	Q4 2025	Jan 06, 2026
AQR CAPITAL MANAGEMENT LLC	History	Added to	337,134	9,173	0.0%	0.0%	133	+113,301	50.62%	Q4 2025	Feb 17, 2026
ARCADIA INVESTMENT ADVISORS LLC	History	Added to	336,039	9,143	4.25%	0.58%	134	+290,451	637.12%	Q4 2025	Jan 15, 2026
Milestone Investment Advisors LLC	History	Reduced	333,215	9,066	2.19%	2.18%	135	-894	-0.27%	Q4 2025	Feb 11, 2026
AlTi Global, Inc.	History	Reduced	330,599	8,995	0.19%	0.21%	136	-2,447	-0.73%	Q4 2025	Feb 13, 2026
Quadcap Wealth Management, LLC	History	Reduced	325,748	8,846	1.01%	1.03%	137	-7,846	-2.35%	Q4 2025	Jan 29, 2026
RHS Financial, LLC	History	Added to	313,776	8,537	4.17%	4.23%	138	+3,475	1.12%	Q4 2025	Jan 16, 2026
Wilmington Savings Fund Society, FSB	History	Added to	305,230	8,305	0.19%	0.19%	139	+5,745	1.92%	Q4 2025	Feb 12, 2026
LEAVELL INVESTMENT MANAGEMENT, INC.	History	Added to	303,065	8,246	0.34%	0.31%	140	+20,850	7.39%	Q4 2025	Feb 09, 2026
Guardian Financial Partners, LLC	History	Added to	300,440	8,174	3.45%	3.26%	141	+6,538	2.22%	Q4 2025	Jan 14, 2026
Darrow Company, Inc.	History	Reduced	284,406	7,738	3.48%	3.5%	142	-972	-0.34%	Q4 2025	Jan 27, 2026
FOSTER & MOTLEY INC	History	Added to	281,888	7,670	0.41%	0.39%	143	+5,010	1.81%	Q4 2025	Jan 15, 2026
Rollins Financial Advisors, LLC	History	Added to	278,303	7,572	1.11%	1.11%	144	+446	0.16%	Q4 2025	Feb 04, 2026
INTEGRITY ALLIANCE, LLC.	History	Added to	270,675	7,365	0.27%	0.33%	145	+4,934	1.86%	Q4 2025	Feb 09, 2026
Breakwater Capital Group	History	Added to	268,056	7,293	1.02%	0.46%	146	+149,914	126.89%	Q4 2025	Jan 09, 2026
Journey Advisory Group, LLC	History	Reduced	258,343	7,029	0.59%	0.51%	147	-3,728	-1.42%	Q4 2025	Jan 27, 2026
Red Tortoise LLC	History	Reduced	256,043	6,966	2.96%	2.95%	148	-2,307	-0.89%	Q4 2025	Jan 22, 2026
Wingate Wealth Advisors, Inc.	History	Added to	245,329	6,675	3.72%	4.38%	149	+4,881	2.03%	Q4 2025	Jan 28, 2026
Payne Capital LLC	History	Added to	242,141	6,588	6.71%	6.44%	150	+551	0.23%	Q4 2025	Jan 20, 2026
BFI Wealth Solutions, LLC	History	New	239,738	6,523	6.21%	—	151	+239,738	New	Q4 2025	Feb 19, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC	History	Reduced	236,506	6,435	1.05%	1.07%	152	-10,734	-4.34%	Q4 2025	Jan 28, 2026
COWA, LLC	History	Added to	230,243	6,264	1.91%	1.14%	153	+99,958	76.72%	Q4 2025	Feb 12, 2026
Boyce & Associates Wealth Consulting, Inc.	History	Added to	229,465	6,243	5.23%	4.84%	154	+4,547	2.02%	Q4 2025	Jan 20, 2026
Argos Wealth Advisors, LLC	History	New	227,903	6,201	1.67%	—	155	+227,903	New	Q4 2025	Feb 04, 2026
Avant Capital LLC	History	Added to	227,268	6,183	4.24%	4.12%	156	+4,418	1.98%	Q4 2025	Feb 13, 2026
Verum Partners LLC	History	Reduced	219,603	5,975	1.2%	1.36%	157	-23,796	-9.78%	Q4 2025	Jan 14, 2026
Savant Capital, LLC	History	Added to	213,131	5,799	0.03%	0.02%	158	+82,765	63.49%	Q4 2025	Feb 10, 2026
EQ WEALTH ADVISORS, LLC	History	Added to	212,026	5,769	3.41%	3.5%	159	+9,232	4.55%	Q4 2025	Feb 02, 2026
Baker Ellis Asset Management LLC	History	Added to	210,006	5,714	0.69%	0.65%	160	+10,301	5.16%	Q4 2025	Jan 21, 2026
Pinnacle Financial Partners, Inc.	History	New	205,286	5,586	0.04%	—	161	+205,286	New	Q4 2025	Feb 18, 2026
Kingsview Wealth Management, LLC	History	Added to	202,910	5,521	0.08%	0.08%	162	+11,557	6.04%	Q4 2025	Feb 09, 2026
IMA Advisory Services, Inc.	History	New	202,228	5,502	0.53%	—	163	+202,228	New	Q4 2025	Feb 11, 2026
AE Wealth Management LLC	History	Added to	201,466	5,481	0.03%	0.03%	164	+16,962	9.19%	Q4 2025	Jan 26, 2026
EXENCIAL WEALTH ADVISORS, LLC	History	Added to	194,096	5,281	0.17%	0.16%	165	+5,622	2.98%	Q4 2025	Jan 30, 2026
CVA Family Office, LLC	History	Added to	189,064	5,144	0.59%	0.64%	166	+36	0.02%	Q4 2025	Jan 12, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV	History	Added to	188,132	5,119	1.35%	1.43%	167	+613	0.33%	Q4 2025	Feb 13, 2026
QRG CAPITAL MANAGEMENT, INC.	History	Added to	184,800	5,028	0.06%	0.05%	168	+14,387	8.44%	Q4 2025	Feb 02, 2026
Magnolia Private Wealth, LLC	History	Reduced	180,803	4,919	3.44%	3.88%	169	-20,188	-10.04%	Q4 2025	Feb 06, 2026
STAGE HARBOR FINANCIAL, LLC	History	No change	180,099	4,900	3.3%	3.46%	170	0	0.0%	Q4 2025	Feb 17, 2026
Wilkins Miller Wealth Management, LLC	History	Added to	179,604	4,887	2.91%	2.83%	171	+5,797	3.34%	Q4 2025	Jan 21, 2026
Allworth Financial LP	History	New	177,821	4,838	0.02%	—	172	+177,821	New	Q4 2025	Feb 05, 2026
Focus Financial Network, Inc.	History	Added to	171,753	4,673	0.16%	0.13%	173	+27,984	19.46%	Q4 2025	Jan 12, 2026
BLAIR WILLIAM & CO/IL	History	Added to	171,515	4,666	0.01%	0.01%	174	+97,222	130.86%	Q4 2025	Feb 17, 2026
Global Retirement Partners, LLC	History	Added to	170,866	4,649	0.08%	0.09%	175	+12,423	7.84%	Q4 2025	Feb 06, 2026
Shakespeare Wealth Management, LLC	History	Reduced	170,226	4,631	1.02%	1.03%	176	-2,220	-1.29%	Q4 2025	Feb 06, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	History	Added to	169,073	4,600	0.55%	0.51%	177	+5,001	3.05%	Q4 2025	Feb 13, 2026
NOVEM GROUP	History	Added to	168,955	4,597	0.53%	0.39%	178	+42,073	33.16%	Q4 2025	Jan 27, 2026
Yanni & Associates Investment Advisors, LLC	History	New	168,080	4,573	4.57%	—	179	+168,080	New	Q4 2025	Feb 06, 2026
Foguth Wealth Management, LLC.	History	New	163,983	4,499	0.7%	—	180	+163,983	New	Q4 2025	Jan 05, 2026
IEQ CAPITAL, LLC	History	Added to	162,708	4,427	0.01%	0.01%	181	+113	0.07%	Q4 2025	Feb 13, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC	History	Reduced	161,766	4,401	0.26%	0.28%	182	-9,463	-5.53%	Q4 2025	Feb 10, 2026
Fortitude Family Office, LLC	History	Reduced	158,187	4,304	1.0%	1.16%	183	-5,825	-3.55%	Q4 2025	Jan 15, 2026
Lido Advisors, LLC	History	Added to	161,950	4,281	0.01%	0.01%	184	+7,986	5.19%	Q4 2025	Feb 10, 2026
CIDEL ASSET MANAGEMENT INC	History	Reduced	155,097	4,220	0.3%	0.27%	185	-26,196	-14.45%	Q4 2025	Jan 21, 2026
Sequoia Financial Advisors, LLC	History	Added to	153,759	4,183	0.02%	0.02%	186	+4,282	2.86%	Q4 2025	Feb 03, 2026
Equitable Holdings, Inc.	History	Reduced	149,938	4,079	0.03%	0.03%	187	-19,245	-11.38%	Q4 2025	Feb 17, 2026
Main Street Financial Solutions, LLC	History	Added to	149,389	4,064	0.3%	0.2%	188	+31,885	27.14%	Q4 2025	Feb 17, 2026
Capital Advantage, Inc.	History	Added to	149,125	4,057	0.55%	0.4%	189	+48,529	48.24%	Q4 2025	Jan 07, 2026
Tempus Wealth Planning, LLC	History	Added to	148,999	4,054	0.93%	0.86%	190	+6,056	4.24%	Q4 2025	Jan 16, 2026
JPMORGAN CHASE & CO	History	Added to	146,889	3,996	0.0%	0.0%	191	+8,021	5.78%	Q4 2025	Feb 11, 2026
FRG Family Wealth Advisors LLC	History	Reduced	142,410	3,874	0.6%	0.62%	192	-5,143	-3.49%	Q4 2025	Jan 21, 2026
FCA CORP /TX	History	Added to	142,043	3,864	1.09%	1.03%	193	+1,288	0.92%	Q4 2025	Feb 11, 2026
CATHY PARETO & ASSOCIATES, INC	History	Added to	141,190	3,841	2.67%	2.61%	194	+9,855	7.5%	Q4 2025	Jan 23, 2026
Clearview Wealth Advisors LLC	History	Added to	137,409	3,738	2.37%	2.31%	195	+170	0.12%	Q4 2025	Feb 17, 2026
Blueprint Investment Partners LLC	History	Reduced	130,953	3,563	0.38%	0.72%	196	-63,624	-32.7%	Q4 2025	Feb 17, 2026
Blueprint Financial Advisors LLC	History	Reduced	130,953	3,563	0.54%	1.11%	197	-63,624	-32.7%	Q4 2025	Feb 13, 2026
Cambridge Advisors Inc.	History	Reduced	130,109	3,540	0.67%	0.67%	198	-191	-0.15%	Q4 2025	Jan 21, 2026
WELLS FARGO & COMPANY/MN	History	Added to	128,824	3,505	0.0%	0.0%	199	+6,210	5.06%	Q4 2025	Feb 13, 2026
RFG - Bristol Wealth Advisors, LLC	History	Added to	126,937	3,453	0.96%	0.93%	200	+4,244	3.46%	Q4 2025	Jan 23, 2026
Safe Harbor Family Capital, LLC	History	New	126,145	3,432	3.02%	—	201	+126,145	New	Q4 2025	Jan 30, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC	History	Reduced	125,197	3,406	0.34%	0.35%	202	-1,794	-1.41%	Q4 2025	Jan 27, 2026
IFP Advisors, Inc	History	Added to	120,957	3,291	0.07%	0.06%	203	+26,290	27.77%	Q4 2025	Feb 06, 2026
Orion Porfolio Solutions, LLC	History	Added to	120,514	3,279	0.02%	0.02%	204	+7,419	6.56%	Q4 2025	Feb 12, 2026
Next Capital Management LLC	History	Added to	120,237	3,271	1.05%	0.92%	205	+15,069	14.33%	Q4 2025	Feb 11, 2026
Aberdeen Wealth Management LLC	History	Added to	120,140	3,269	1.51%	1.54%	206	+26,611	28.45%	Q4 2025	Feb 12, 2026
Meridian Wealth Management, LLC	History	Added to	119,595	3,254	0.11%	0.12%	207	+8	0.01%	Q4 2025	Feb 04, 2026
Vise Technologies, Inc.	History	Added to	119,420	3,249	0.06%	0.02%	208	+100,655	536.4%	Q4 2025	Feb 11, 2026
WARNER FINANCIAL, INC	History	Added to	118,524	3,225	1.12%	1.12%	209	+4,811	4.23%	Q4 2025	Jan 21, 2026
Beacon Pointe Advisors, LLC	History	Added to	116,862	3,179	0.02%	0.03%	210	+4,368	3.88%	Q4 2025	Feb 18, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	History	Added to	116,521	3,170	0.06%	0.06%	211	+2,391	2.09%	Q4 2025	Jan 16, 2026
Prospera Financial Services Inc	History	Added to	114,931	3,127	0.05%	0.05%	212	+102	0.09%	Q4 2025	Feb 09, 2026
&PARTNERS	History	Reduced	114,775	3,123	0.02%	0.02%	213	-6,260	-5.17%	Q4 2025	Feb 17, 2026
Prosperity Wealth Management, Inc.	History	New	113,931	3,100	1.03%	—	214	+113,931	New	Q4 2025	Mar 27, 2026
Farther Finance Advisors, LLC	History	Added to	108,972	2,965	0.03%	0.01%	215	+75,633	226.86%	Q4 2025	Jan 23, 2026
Prostatis Group LLC	History	Added to	108,856	2,961	0.71%	0.61%	216	+16,977	18.48%	Q4 2025	Feb 17, 2026
Roof Eidam Maycock Peralta, LLC	History	Reduced	108,757	2,959	0.67%	0.74%	217	-7,454	-6.41%	Q4 2025	Jan 26, 2026
Savvy Advisors, Inc.	History	Reduced	107,844	2,934	0.09%	0.14%	218	-11,016	-9.27%	Q4 2025	Jan 20, 2026
BlackRock, Inc.	History	Added to	105,536	2,871	0.0%	0.0%	219	+16,638	18.72%	Q4 2025	Feb 12, 2026
Valmark Advisers, Inc.	History	Added to	105,336	2,866	0.04%	0.02%	220	+58,822	126.46%	Q4 2025	Jan 26, 2026
Perigon Wealth Management, LLC	History	Reduced	104,361	2,839	0.05%	0.06%	221	-5,879	-5.33%	Q4 2025	Jan 16, 2026
SAX WEALTH ADVISORS, LLC	History	Added to	104,223	2,835	0.13%	0.01%	222	+94,125	932.12%	Q4 2025	Jan 12, 2026
Cascades Capital Asset Management, LLC	History	Added to	102,794	2,797	1.17%	1.13%	223	+5,235	5.37%	Q4 2025	Feb 04, 2026
WHITENER CAPITAL MANAGEMENT, INC.	History	Added to	101,301	2,756	0.63%	0.63%	224	+690	0.69%	Q4 2025	Jan 23, 2026
Wellspring Financial Advisors, LLC	History	Added to	100,445	2,733	0.22%	0.06%	225	+75,583	304.01%	Q4 2025	Feb 11, 2026
Wealthspire Advisors, LLC	History	Reduced	99,819	2,716	0.02%	0.03%	226	-103,485	-50.9%	Q4 2025	Feb 13, 2026
Stillwater Wealth Management Group	History	New	98,970	2,692	1.83%	—	227	+98,970	New	Q4 2025	Jan 27, 2026
SIGNAL TREE FINANCIAL PARTNERS LLC	History	No change	98,187	2,671	2.04%	2.06%	228	0	0.0%	Q4 2025	Feb 17, 2026
Avidian Wealth Enterprises, LLC	History	Reduced	95,367	2,594	0.09%	0.19%	229	-92,218	-49.16%	Q4 2025	Feb 02, 2026
Advisory Services Network, LLC	History	Added to	95,144	2,588	0.04%	0.04%	230	+1,851	1.98%	Q4 2025	Feb 17, 2026
TRUIST FINANCIAL CORP	History	Added to	93,504	2,544	0.0%	0.0%	231	+12,707	15.73%	Q4 2025	Feb 02, 2026
PFG Advisors	History	Reduced	91,383	2,486	0.12%	0.1%	232	-2,747	-2.92%	Q4 2025	Jan 27, 2026
Austin Private Wealth, LLC	History	Reduced	91,067	2,477	0.18%	0.18%	233	-598	-0.65%	Q4 2025	Jan 20, 2026
Johnson Bixby & Associates, LLC	History	Added to	90,684	2,467	0.31%	0.3%	234	+769	0.86%	Q4 2025	Jan 14, 2026
BROWN BROTHERS HARRIMAN & CO	History	Added to	89,026	2,422	0.01%	0.01%	235	+3,721	4.36%	Q4 2025	Feb 12, 2026
NewEdge Advisors, LLC	History	Added to	88,118	2,397	0.01%	0.01%	236	+7,295	9.03%	Q4 2025	Feb 18, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	New	87,695	2,386	0.0%	—	237	+87,695	New	Q4 2025	Feb 17, 2026
MASECO LLP	History	New	86,591	2,356	0.1%	—	238	+86,591	New	Q4 2025	Jan 22, 2026
RIVERCHASE WEALTH MANAGEMENT, LLC	History	No change	86,052	2,341	1.27%	1.28%	239	0	0.0%	Q4 2025	Feb 02, 2026
CIBC Private Wealth Group LLC	History	Added to	84,475	2,298	0.0%	0.0%	240	+4,169	5.19%	Q4 2025	Feb 12, 2026
Asset Advisory Group, Inc.	History	New	80,816	2,198	1.1%	—	241	+80,816	New	Q4 2025	Feb 12, 2026
R. W. Roge & Company, Inc.	History	Reduced	80,763	2,197	1.09%	1.1%	242	-1,170	-1.43%	Q4 2025	Jan 23, 2026
Westmount Partners, LLC	History	Reduced	79,721	2,169	0.54%	0.54%	243	-106	-0.13%	Q4 2025	Jan 15, 2026
WORLD EQUITY GROUP, INC.	History	Added to	78,395	2,133	0.6%	0.45%	244	+2,647	3.49%	Q4 2025	Jan 12, 2026
Arete Wealth Advisors, LLC	History	Reduced	78,318	2,131	0.13%	0.69%	245	-339,352	-81.25%	Q4 2025	Feb 13, 2026
Valeo Financial Advisors, LLC	History	Reduced	78,095	2,124	0.05%	0.06%	246	-14,226	-15.41%	Q4 2025	Feb 04, 2026
WealthCare Investment Partners, LLC	History	Reduced	77,187	2,118	0.62%	0.74%	247	-9,389	-10.84%	Q4 2025	Jan 06, 2026
Csenge Advisory Group	History	Added to	76,281	2,075	0.09%	0.05%	248	+35,646	87.72%	Q4 2025	Feb 06, 2026
BANK OF MONTREAL /CAN/	History	Added to	75,391	2,051	0.0%	0.0%	249	+11,633	18.25%	Q4 2025	Feb 12, 2026
Schrum Private Wealth Management LLC	History	Added to	74,793	2,035	1.5%	1.43%	250	+758	1.02%	Q4 2025	Feb 17, 2026
Mezzasalma Advisors, LLC	History	Added to	79,149	1,998	0.48%	0.44%	251	+13,089	19.81%	Q4 2025	Jan 21, 2026
Briggs Wealth Management, Inc	History	New	73,318	1,994	2.14%	—	252	+73,318	New	Q4 2025	Feb 19, 2026
Pinnacle Wealth Planning Services, Inc.	History	Reduced	70,324	1,913	0.2%	0.22%	253	-1,176	-1.64%	Q4 2025	Feb 13, 2026
Aspiring Ventures, LLC	History	Reduced	69,576	1,893	0.64%	0.63%	254	-441	-0.63%	Q4 2025	Jan 27, 2026
FLAGSHIP HARBOR ADVISORS, LLC	History	Added to	69,087	1,879	0.09%	0.08%	255	+1,968	2.93%	Q4 2025	Jan 21, 2026
KMG FIDUCIARY PARTNERS, LLC	History	Added to	69,053	1,878	0.13%	0.12%	256	+997	1.46%	Q4 2025	Jan 14, 2026
Harbor Asset Planning, Inc.	History	Added to	67,597	1,839	1.57%	1.58%	257	+423	0.63%	Q4 2025	Jan 26, 2026
ANGELES WEALTH MANAGEMENT, LLC	History	No change	67,485	1,836	0.1%	0.11%	258	0	0.0%	Q4 2025	Feb 17, 2026
Alpha Omega Wealth Management LLC	History	Added to	67,022	1,823	0.3%	0.2%	259	+21,771	48.11%	Q4 2025	Jan 22, 2026
MIDLAND WEALTH ADVISORS, LLC	History	Added to	66,761	1,816	0.09%	0.09%	260	+142	0.21%	Q4 2025	Jan 26, 2026
Bulwark Capital Corp	History	Reduced	66,140	1,799	1.28%	1.73%	261	-18,327	-21.7%	Q4 2025	Jan 12, 2026
BEARING POINT CAPITAL, LLC	History	Reduced	65,900	1,793	0.28%	0.33%	262	-7,546	-10.27%	Q4 2025	Feb 10, 2026
VANGUARD GROUP INC	History	Added to	65,507	1,782	0.0%	0.0%	263	+13,883	26.89%	Q4 2025	Jan 29, 2026
Financial Synergies Wealth Advisors, Inc.	History	Added to	65,487	1,781	0.17%	0.17%	264	+562	0.87%	Q4 2025	Feb 06, 2026
Harbor Group, Inc.	History	Added to	64,981	1,768	0.26%	0.27%	265	+554	0.86%	Q4 2025	Jan 12, 2026
Carnegie Investment Counsel	History	Added to	64,265	1,748	0.03%	0.03%	266	+7,441	13.09%	Q4 2025	Jan 23, 2026
Yoder Wealth Management, Inc.	History	No change	64,201	1,746	0.79%	0.8%	267	0	0.0%	Q4 2025	Jan 22, 2026
Whipplewood Advisors, LLC	History	Reduced	62,868	1,710	1.1%	1.1%	268	-870	-1.36%	Q4 2025	Feb 17, 2026
Focus Partners Advisor Solutions, LLC	History	Added to	62,531	1,701	0.02%	0.02%	269	+10,463	20.09%	Q4 2025	Feb 11, 2026
McGrath & Associates, Inc.	History	Reduced	60,875	1,656	2.35%	2.46%	270	-2,033	-3.23%	Q4 2025	Feb 10, 2026
Madison Asset Management, LLC	History	No change	60,771	1,653	0.02%	0.02%	271	0	0.0%	Q4 2025	Feb 04, 2026
Sanctuary Advisors, LLC	History	Added to	60,406	1,643	0.01%	0.01%	272	+18,749	45.01%	Q4 2025	Jan 29, 2026
Modern Wealth Management, LLC	History	Added to	60,152	1,636	0.03%	0.03%	273	+6,653	12.44%	Q4 2025	Feb 17, 2026
HARBOUR INVESTMENT MANAGEMENT LLC	History	No change	59,391	1,616	0.86%	0.68%	274	0	0.0%	Q4 2025	Feb 12, 2026
STIFEL FINANCIAL CORP	History	Added to	59,144	1,609	0.0%	0.0%	275	+2,840	5.04%	Q4 2025	Feb 13, 2026
SHEETS SMITH WEALTH MANAGEMENT	History	Added to	59,087	1,607	0.18%	0.17%	276	+2,195	3.86%	Q4 2025	Jan 20, 2026
LBMC INVESTMENT ADVISORS, LLC	History	No change	58,923	1,603	0.1%	0.1%	277	0	0.0%	Q4 2025	Feb 12, 2026
Nabity-Jensen Investment Management Inc	History	Added to	58,685	1,596	1.08%	0.66%	278	+22,660	62.9%	Q4 2025	Jan 26, 2026
IHT Wealth Management, LLC	History	Added to	57,112	1,554	0.04%	0.04%	279	+2,204	4.01%	Q4 2025	Feb 17, 2026
Capasso Planning Partners LLC	History	Reduced	56,686	1,542	0.84%	1.08%	280	-10,508	-15.64%	Q4 2025	Feb 17, 2026
Brand Asset Management Group, Inc.	History	Added to	56,351	1,533	0.43%	0.41%	281	+1,434	2.61%	Q4 2025	Feb 11, 2026
Chicago Partners Investment Group LLC	History	Reduced	54,332	1,531	0.04%	0.04%	282	-3,866	-6.64%	Q4 2025	Jan 28, 2026
Directional Asset Management	History	New	56,074	1,525	1.34%	—	283	+56,074	New	Q4 2025	Jan 29, 2026
SALEM INVESTMENT COUNSELORS INC	History	Reduced	55,487	1,509	0.04%	0.04%	284	-4,016	-6.75%	Q4 2025	Jan 12, 2026
MidAtlantic Capital Management, Inc.	History	Added to	55,322	1,505	0.96%	0.91%	285	+4,457	8.76%	Q4 2025	Feb 10, 2026
KINGSWOOD WEALTH ADVISORS, LLC	History	Reduced	54,267	1,476	0.07%	0.09%	286	-4,821	-8.16%	Q4 2025	Jan 28, 2026
Addison Advisors LLC	History	Reduced	54,205	1,474	0.33%	0.34%	287	-1,400	-2.52%	Q4 2025	Feb 06, 2026
Jacobi Capital Management LLC	History	Added to	53,524	1,456	0.08%	0.09%	288	+237	0.44%	Q4 2025	Feb 13, 2026
Avestar Capital, LLC	History	Reduced	52,546	1,429	0.09%	0.1%	289	-3,216	-5.77%	Q4 2025	Feb 10, 2026
Waverly Advisors, LLC	History	Added to	51,922	1,412	0.01%	0.01%	290	+806	1.58%	Q4 2025	Feb 17, 2026
Larson Financial Group LLC	History	Reduced	51,219	1,393	0.05%	0.06%	291	-10,572	-17.11%	Q4 2025	Feb 06, 2026
CWM, LLC	History	Added to	50,637	1,378	0.0%	0.0%	292	+15,767	45.22%	Q4 2025	Jan 26, 2026
WCG Wealth Advisors LLC	History	Reduced	50,154	1,364	0.04%	0.1%	293	-10,453	-17.25%	Q4 2025	Feb 10, 2026
Values Added Financial LLC	History	No change	49,704	1,352	0.57%	0.58%	294	0	0.0%	Q4 2025	Jan 16, 2026
AdvisorNet Financial, Inc	History	Reduced	49,456	1,345	0.07%	0.08%	295	-2,245	-4.34%	Q4 2025	Jan 20, 2026
Berger Financial Group, Inc	History	Added to	48,631	1,323	0.08%	0.08%	296	+54	0.11%	Q4 2025	Jan 27, 2026
VALLEY NATIONAL ADVISERS INC	History	Reduced	48,205	1,311	0.18%	0.21%	297	-2,793	-5.48%	Q4 2025	Jan 23, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD	History	New	48,113	1,309	0.19%	—	298	+48,113	New	Q4 2025	Feb 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	History	Reduced	47,284	1,286	0.07%	0.1%	299	-12,082	-20.35%	Q4 2025	Jan 26, 2026
Birchwood Financial Partners, Inc.	History	New	47,226	1,285	1.28%	—	300	+47,226	New	Q4 2025	Feb 19, 2026
Y-Intercept (Hong Kong) Ltd	History	Reduced	47,067	1,280	0.03%	0.04%	301	-19,186	-28.96%	Q4 2025	Feb 13, 2026
AMI INVESTMENT MANAGEMENT INC	History	No change	47,028	1,279	0.29%	0.29%	302	0	0.0%	Q4 2025	Jan 14, 2026
Ballast Financial Advisors LLC	History	New	46,782	1,272	1.31%	—	303	+46,782	New	Q4 2025	Feb 17, 2026
SIGNATUREFD, LLC	History	Reduced	45,372	1,234	0.02%	0.02%	304	-13	-0.03%	Q4 2025	Jan 20, 2026
Gryphon Financial Partners LLC	History	Added to	45,071	1,226	0.13%	0.12%	305	+5,270	13.24%	Q4 2025	Jan 08, 2026
Western Wealth Management, LLC	History	Added to	44,570	1,212	0.06%	0.03%	306	+24,593	123.11%	Q4 2025	Feb 05, 2026
Capital Investment Advisors, LLC	History	Added to	44,417	1,208	0.02%	0.02%	307	+8,625	24.1%	Q4 2025	Jan 13, 2026
Wedmont Private Capital	History	Added to	43,400	1,200	0.04%	0.04%	308	+992	2.34%	Q4 2025	Jan 08, 2026
Financial Planning Hawaii, Inc.	History	New	42,816	1,165	0.67%	—	309	+42,816	New	Q4 2025	Jan 15, 2026
Millstone Evans Group, LLC	History	New	42,631	1,159	0.68%	—	310	+42,631	New	Q4 2025	Feb 02, 2026
KCM INVESTMENT ADVISORS LLC	History	No change	42,262	1,149	0.04%	0.04%	311	0	0.0%	Q4 2025	Feb 13, 2026
Kuhn & Co Investment Counsel	History	Added to	41,868	1,139	0.76%	0.79%	312	+3,707	9.71%	Q4 2025	Feb 09, 2026
Citizens National Bank Trust Department	History	Added to	40,627	1,105	0.19%	0.17%	313	+3,466	9.33%	Q4 2025	Jan 30, 2026
Integrated Wealth Concepts LLC	History	Reduced	39,701	1,080	0.01%	0.02%	314	-47,854	-54.66%	Q4 2025	Feb 13, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC	History	Added to	39,649	1,078	0.07%	0.07%	315	+1,554	4.08%	Q4 2025	Jan 26, 2026
Integrated Advisors Network LLC	History	Added to	38,140	1,037	0.05%	0.03%	316	+8,391	28.21%	Q4 2025	Feb 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	Added to	38,057	1,035	0.07%	0.06%	317	+2,414	6.77%	Q4 2025	Feb 06, 2026
Apella Capital, LLC	History	Reduced	38,042	1,035	0.02%	0.02%	318	-199	-0.52%	Q4 2025	Jan 21, 2026
May Barnhard Investments LLC	History	Reduced	37,658	1,024	0.48%	0.46%	319	-354	-0.93%	Q4 2025	Jan 28, 2026
DIVERSIFIED MANAGEMENT INC	History	New	37,466	1,019	0.24%	—	320	+37,466	New	Q4 2025	Jan 26, 2026
Continuum Advisory, LLC	History	Added to	36,955	1,005	0.1%	0.1%	321	+1,712	4.86%	Q4 2025	Feb 11, 2026
Freestone Capital Holdings, LLC	History	Added to	36,821	1,001	0.03%	0.03%	323	+2,016	5.79%	Q4 2025	Jan 23, 2026
Legacy Financial Strategies, LLC	History	Added to	36,795	1,001	0.18%	0.17%	324	+385	1.06%	Q4 2025	Jan 23, 2026
SAGE FINANCIAL GROUP INC	History	No change	36,808	1,001	0.07%	0.07%	322	0	0.0%	Q4 2025	Jan 27, 2026
STOCK YARDS BANK & TRUST CO	History	Added to	36,728	999	0.03%	0.03%	325	+344	0.95%	Q4 2025	Jan 21, 2026
Sand Hill Global Advisors, LLC	History	Added to	36,395	990	0.03%	0.02%	326	+11,028	43.47%	Q4 2025	Feb 12, 2026
Stokes Family Office, LLC	History	Reduced	36,243	986	0.09%	0.18%	327	-37,014	-50.53%	Q4 2025	Feb 18, 2026
Clarity Capital Advisors, LLC	History	Added to	35,934	977	0.49%	0.51%	328	+160	0.45%	Q4 2025	Feb 11, 2026
Clear Point Advisors Inc.	History	Reduced	35,758	972	0.75%	0.79%	329	-3,064	-7.89%	Q4 2025	Feb 10, 2026
BEACON FINANCIAL PLANNING, INC	History	Added to	35,232	958	0.46%	0.48%	330	+20	0.06%	Q4 2025	Jan 22, 2026
CUTLER INVESTMENT COUNSEL LLC	History	New	34,886	949	0.1%	—	331	+34,886	New	Q4 2025	Feb 12, 2026
Heritage Wealth Management, Inc.	History	Added to	34,570	940	0.26%	0.26%	332	+1,499	4.53%	Q4 2025	Jan 26, 2026
Betterment LLC	History	Added to	34,212	931	0.0%	0.0%	333	+753	2.25%	Q4 2025	Feb 12, 2026
JOHNSON INVESTMENT COUNSEL INC	History	Added to	33,027	898	0.01%	0.01%	334	+5,451	19.77%	Q4 2025	Feb 13, 2026
Ausdal Financial Partners, Inc.	History	Added to	33,038	898	0.04%	0.04%	335	+1,686	5.38%	Q4 2025	Feb 13, 2026
Platt Wealth Management LLC	History	New	32,979	897	0.89%	—	336	+32,979	New	Q4 2025	Feb 06, 2026
Nalls Sherbakoff Group, LLC	History	Reduced	32,285	878	0.63%	0.97%	337	-22,590	-41.17%	Q4 2025	Mar 12, 2026
HRC WEALTH MANAGEMENT, LLC	History	Reduced	31,953	869	0.42%	0.41%	338	-53	-0.17%	Q4 2025	Jan 21, 2026
Aptus Capital Advisors, LLC	History	Reduced	31,228	849	0.01%	0.01%	339	-886	-2.76%	Q4 2025	Feb 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	Added to	30,855	839	0.01%	0.01%	340	+14,899	93.38%	Q4 2025	Feb 19, 2026
Crusonia Wealth Advisors LLC	History	New	30,652	834	0.18%	—	341	+30,652	New	Q4 2025	Feb 18, 2026
Revolve Wealth Partners, LLC	History	Reduced	30,311	824	0.1%	0.1%	342	-996	-3.18%	Q4 2025	Jan 20, 2026
HUB Investment Partners, LLC	History	Added to	30,255	823	0.02%	0.02%	343	+2,019	7.15%	Q4 2025	Feb 17, 2026
NORTHERN TRUST CORP	History	Added to	30,115	819	0.0%	0.0%	344	+5,409	21.89%	Q4 2025	Feb 17, 2026
Colonial Trust Co / SC	History	No change	29,793	810	0.11%	0.11%	345	0	0.0%	Q4 2025	Feb 12, 2026
Steward Partners Investment Advisory, LLC	History	Reduced	29,520	803	0.0%	0.0%	346	-1,546	-4.98%	Q4 2025	Feb 12, 2026
Janney Montgomery Scott LLC	History	Added to	29,452	801	0.0%	0.0%	347	+542	1.87%	Q4 2025	Feb 11, 2026
APPLETON PARTNERS INC/MA	History	No change	29,288	797	0.05%	0.05%	348	0	0.0%	Q4 2025	Jan 09, 2026
Rockefeller Capital Management L.P.	History	Added to	28,795	783	0.0%	0.0%	349	+9,645	50.37%	Q4 2025	Mar 16, 2026
KLCM Advisors, Inc.	History	New	28,072	763	0.07%	—	351	+28,072	New	Q4 2025	Feb 04, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	Added to	28,048	763	0.01%	0.0%	350	+18,290	187.44%	Q4 2025	Feb 12, 2026
CoreCap Advisors, LLC	History	Reduced	28,010	762	0.03%	0.04%	352	-13,201	-32.03%	Q4 2025	Jan 13, 2026
Monetary Solutions, Ltd	History	New	27,916	759	0.75%	—	353	+27,916	New	Q4 2025	Feb 23, 2026
Wealth Advisory Team LLC	History	New	27,466	747	0.66%	—	355	+27,466	New	Q4 2025	Feb 05, 2026
Evanson Asset Management, LLC	History	Added to	27,490	747	0.04%	0.04%	354	+1,048	3.96%	Q4 2025	Jan 12, 2026
STUDIO INVESTMENT MANAGEMENT LLC	History	Added to	27,437	746	0.14%	0.13%	356	+689	2.58%	Q4 2025	Feb 09, 2026
Sigma Planning Corp	History	Reduced	27,388	745	0.02%	0.03%	357	-10,144	-27.03%	Q4 2025	Jan 30, 2026
TIAA TRUST, NATIONAL ASSOCIATION	History	Added to	27,166	739	0.0%	0.0%	358	+2,056	8.19%	Q4 2025	Feb 11, 2026
HOWE & RUSLING INC	History	Added to	27,075	736	0.05%	0.05%	359	+381	1.43%	Q4 2025	Feb 17, 2026
US BANCORP \DE\	History	Added to	26,895	731	0.0%	0.0%	360	+392	1.48%	Q4 2025	Jan 30, 2026
L.K. Benson & Company, P.C.	History	Reduced	26,626	724	0.36%	0.38%	361	-5	-0.02%	Q4 2025	Feb 06, 2026
Facet Wealth, Inc.	History	Added to	25,087	709	0.01%	0.01%	362	+1,355	5.71%	Q4 2025	Jan 29, 2026
BUILDER INVESTMENT GROUP INC /ADV	History	No change	25,410	691	0.15%	0.15%	363	0	0.0%	Q4 2025	Jan 28, 2026
Phil A. Younker & Associates, Ltd.	History	No change	25,306	688	0.48%	0.51%	364	0	0.0%	Q4 2025	Jan 27, 2026
TBH Global Asset Management, LLC	History	New	18,213	687	0.11%	—	365	+18,213	New	Q4 2025	Jan 29, 2026
HB Wealth Management, LLC	History	Added to	25,010	680	0.0%	0.0%	366	+1,432	6.07%	Q4 2025	Jan 28, 2026
Trust Point Inc.	History	No change	24,972	679	0.05%	0.05%	367	0	0.0%	Q4 2025	Jan 13, 2026
SILVER OAK SECURITIES, INCORPORATED	History	Added to	24,569	673	0.05%	0.03%	368	+8,635	54.19%	Q4 2025	Jan 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	Added to	24,415	667	0.0%	0.0%	369	+12,945	112.86%	Q4 2025	Feb 05, 2026
Canandaigua National Trust Co of Florida	History	Added to	24,540	667	0.42%	0.29%	370	+10,620	76.29%	Q4 2025	Jan 30, 2026
Principia Wealth Advisory, LLC	History	Reduced	24,516	667	0.42%	0.57%	371	-6,732	-21.54%	Q4 2025	Feb 10, 2026
MONTAG A & ASSOCIATES INC	History	New	24,050	654	0.03%	—	372	+24,050	New	Q4 2025	Feb 02, 2026
KEYVANTAGE WEALTH, LLC	History	No change	23,787	647	0.28%	0.26%	373	0	0.0%	Q4 2025	Feb 10, 2026
IFG Advisory, LLC	History	Added to	23,770	646	0.03%	0.03%	375	+98	0.41%	Q4 2025	Feb 10, 2026
Lafayette Investments, Inc.	History	No change	23,747	646	0.12%	0.12%	374	0	0.0%	Q4 2025	Feb 04, 2026
Baird Financial Group, Inc.	History	Added to	23,653	643	0.0%	0.0%	376	+1,804	8.26%	Q4 2025	Feb 13, 2026
Brown Financial Advisory	History	No change	23,647	643	0.32%	0.33%	377	0	0.0%	Q4 2025	Jan 29, 2026
Mengis Capital Management, Inc.	History	Added to	23,604	642	0.11%	0.12%	378	+1,232	5.51%	Q4 2025	Mar 05, 2026
Stratos Wealth Partners, LTD.	History	Added to	23,528	640	0.01%	0.01%	379	+1,056	4.7%	Q4 2025	Jan 20, 2026
CFS Investment Advisory Services, LLC	History	Reduced	23,399	636	0.05%	0.06%	380	-8,374	-26.36%	Q4 2025	Feb 10, 2026
Clark Asset Management, LLC	History	No change	23,388	636	0.07%	0.07%	381	0	0.0%	Q4 2025	Jan 27, 2026
CHILTON CAPITAL MANAGEMENT LLC	History	Reduced	23,326	634	0.02%	0.02%	382	-9	-0.04%	Q4 2025	Feb 12, 2026
TWO SIGMA SECURITIES, LLC	History	New	22,613	615	0.08%	—	383	+22,613	New	Q4 2025	Feb 17, 2026
JMG Financial Group, Ltd.	History	Added to	22,493	612	0.02%	0.01%	384	+4,618	25.83%	Q4 2025	Feb 10, 2026
Donor Advised Charitable Giving, Inc.	History	Added to	22,370	608	0.01%	0.01%	385	+99	0.44%	Q4 2025	Jan 23, 2026
NATIONAL BANK OF CANADA /FI/	History	New	22,120	601	0.0%	—	386	+22,120	New	Q4 2025	Feb 17, 2026
NOESIS CAPITAL MANGEMENT CORP	History	Added to	22,093	601	0.09%	0.09%	387	+169	0.77%	Q4 2025	Feb 05, 2026
Brookstone Capital Management	History	Added to	21,763	592	0.01%	0.01%	388	+2,678	14.03%	Q4 2025	Jan 15, 2026
Litman Gregory Wealth Management LLC	History	No change	21,404	582	0.04%	0.04%	389	0	0.0%	Q4 2025	Feb 12, 2026
Vermillion Wealth Management, Inc.	History	New	21,356	581	0.24%	—	390	+21,356	New	Q4 2025	Feb 11, 2026
Bleakley Financial Group, LLC	History	New	21,148	575	0.01%	—	392	+21,148	New	Q4 2025	Feb 09, 2026
CAPITAL ADVISORS INC/OK	History	Added to	21,155	575	0.01%	0.01%	391	+1,376	6.96%	Q4 2025	Jan 15, 2026
HARBOUR INVESTMENTS, INC.	History	Reduced	21,027	572	0.01%	0.03%	393	-30,345	-59.07%	Q4 2025	Feb 09, 2026
Envestnet Portfolio Solutions, Inc.	History	Added to	21,022	572	0.0%	0.0%	394	+425	2.06%	Q4 2025	Feb 06, 2026
Empower Advisory Group, LLC	History	Reduced	20,959	570	0.0%	0.0%	395	-26,689	-56.01%	Q4 2025	Feb 12, 2026
CreativeOne Wealth, LLC	History	Reduced	20,806	566	0.01%	0.01%	396	-944	-4.34%	Q4 2025	Feb 13, 2026
Fund Evaluation Group, LLC	History	New	20,721	563	0.02%	—	397	+20,721	New	Q4 2025	Feb 11, 2026
Parallel Advisors, LLC	History	Reduced	20,649	561	0.01%	0.02%	398	-16,354	-44.2%	Q4 2025	Feb 11, 2026
WealthPLAN Partners, LLC	History	Reduced	20,531	558	0.08%	0.08%	399	-386	-1.85%	Q4 2025	Feb 12, 2026
DAHRING {-} CUSMANO LLC	History	Reduced	20,431	555	0.39%	0.39%	400	-212	-1.03%	Q4 2025	Feb 05, 2026
SUMMIT WEALTH GROUP LLC / CO	History	New	20,061	545	0.07%	—	401	+20,061	New	Q4 2025	Feb 04, 2026
J. L. Bainbridge & Co., Inc.	History	Reduced	19,777	538	0.04%	0.05%	402	-1,695	-7.89%	Q4 2025	Jan 14, 2026
Plan A Wealth LLC	History	Reduced	19,623	533	0.26%	0.26%	404	-158	-0.8%	Q4 2025	Feb 06, 2026
Vivaldi Capital Management LP	History	Added to	19,592	533	0.07%	0.07%	403	+8	0.04%	Q4 2025	Feb 13, 2026
Welch Group, LLC	History	No change	19,536	531	0.02%	0.02%	405	0	0.0%	Q4 2025	Jan 26, 2026
Destination Wealth Management	History	Added to	19,392	527	0.01%	0.01%	406	+6,715	52.97%	Q4 2025	Feb 13, 2026
Midwest Trust Co	History	Added to	19,354	526	0.01%	0.01%	407	+186	0.97%	Q4 2025	Feb 04, 2026
Traub Capital Management LLC	History	Added to	18,270	497	0.48%	0.46%	409	+690	3.92%	Q4 2025	Jan 29, 2026
Dynamic Advisor Solutions LLC	History	Reduced	18,279	497	0.02%	0.01%	408	-87	-0.47%	Q4 2025	Jan 09, 2026
Regal Investment Advisors LLC	History	Added to	18,116	492	0.03%	0.03%	410	+823	4.76%	Q4 2025	Feb 17, 2026
TOBIAS FINANCIAL ADVISORS, INC.	History	No change	17,910	487	0.07%	0.07%	411	0	0.0%	Q4 2025	Feb 13, 2026
Integrity Investment Advisors, LLC	History	New	17,799	484	0.27%	—	412	+17,799	New	Q4 2025	Feb 13, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	Added to	17,687	481	0.0%	0.0%	413	+1,845	11.65%	Q4 2025	Feb 06, 2026
WESTBOURNE INVESTMENTS, INC.	History	Reduced	17,607	479	0.22%	0.39%	414	-12,744	-41.99%	Q4 2025	Jan 22, 2026
Global Assets Advisory, LLC	History	Reduced	17,590	478	0.14%	0.15%	415	-2,220	-11.21%	Q4 2025	Feb 09, 2026
MATHER GROUP, LLC.	History	No change	17,475	475	0.0%	0.0%	416	0	0.0%	Q4 2025	Jan 13, 2026
Argyle Capital Partners, LLC	History	No change	17,471	475	0.35%	0.33%	417	0	0.0%	Q4 2025	Feb 17, 2026
Ameritas Advisory Services, LLC	History	Reduced	17,452	474	0.02%	0.08%	418	-31,215	-64.14%	Q4 2025	Feb 04, 2026
Joel Isaacson & Co., LLC	History	Added to	17,398	473	0.02%	0.02%	419	+38	0.22%	Q4 2025	Jan 30, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	History	Added to	17,283	470	0.03%	0.03%	420	+1,978	12.92%	Q4 2025	Jan 12, 2026
Advisor OS, LLC	History	Reduced	17,305	470	0.04%	0.04%	421	-1,547	-8.21%	Q4 2025	Feb 04, 2026
Abound Wealth Management	History	Reduced	17,296	470	0.11%	0.12%	422	-1,479	-7.88%	Q4 2025	Jan 12, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	Added to	17,211	468	0.01%	0.0%	423	+6,251	57.03%	Q4 2025	Jan 29, 2026
Blake Schutter Theil Wealth Advisors, LLC	History	No change	17,099	465	0.38%	0.44%	424	0	0.0%	Q4 2025	Feb 02, 2026
Total Clarity Wealth Management, Inc.	History	Reduced	16,747	455	0.11%	0.12%	425	-684	-3.92%	Q4 2025	Feb 02, 2026
Independent Advisor Alliance	History	Added to	16,678	453	0.01%	0.01%	426	+275	1.68%	Q4 2025	Feb 04, 2026
Embree Financial Group	History	Reduced	16,652	453	0.06%	0.06%	427	-187	-1.11%	Q4 2025	Jan 14, 2026
Koshinski Asset Management, Inc.	History	Reduced	16,353	444	0.03%	0.03%	428	-904	-5.24%	Q4 2025	Feb 03, 2026
Smith Salley Wealth Management	History	Added to	15,911	432	0.02%	0.02%	429	+3,924	32.74%	Q4 2025	Jan 27, 2026
Tactive Advisors, LLC	History	New	15,830	430	0.13%	—	430	+15,830	New	Q4 2025	Jan 09, 2026
Members Trust Co	History	No change	15,753	428	0.01%	0.01%	431	0	0.0%	Q4 2025	Jan 15, 2026
WESPAC Advisors, LLC	History	Added to	15,670	426	0.23%	0.24%	432	+4	0.03%	Q4 2025	Jan 14, 2026
BIP Wealth, LLC	History	Added to	15,643	425	0.02%	0.02%	433	+10	0.06%	Q4 2025	Jan 21, 2026
Darwin Wealth Management, LLC	History	Added to	15,480	421	0.13%	0.13%	434	+172	1.12%	Q4 2025	Jan 22, 2026
Root Financial Partners, LLC	History	Added to	15,449	420	0.02%	0.01%	436	+6,824	79.12%	Q4 2025	Feb 10, 2026
ASSETMARK, INC	History	Added to	15,453	420	0.0%	0.0%	435	+408	2.71%	Q4 2025	Jan 23, 2026
REGIONS FINANCIAL CORP	History	New	15,135	411	0.0%	—	437	+15,135	New	Q4 2025	Jan 27, 2026
CHANNEL WEALTH LLC	History	Reduced	15,059	409	0.1%	0.2%	438	-12,895	-46.13%	Q4 2025	Feb 03, 2026
PATTEN & PATTEN INC/TN	History	No change	15,017	408	0.02%	0.02%	439	0	0.0%	Q4 2025	Feb 03, 2026
Capital Analysts, LLC	History	Reduced	14,791	402	0.01%	0.02%	440	-8,483	-36.45%	Q4 2025	Feb 11, 2026
Prime Capital Investment Advisors, LLC	History	Reduced	14,804	402	0.0%	0.01%	441	-935	-5.94%	Q4 2025	Jan 21, 2026
Burk Holdings LLC	History	Reduced	14,745	401	0.19%	0.26%	443	-3,836	-20.64%	Q4 2025	Feb 12, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC	History	Reduced	14,742	401	0.01%	0.01%	442	-358	-2.37%	Q4 2025	Feb 03, 2026
Financial Engines Advisors L.L.C.	History	Reduced	14,722	400	0.0%	0.0%	444	-4,417	-23.08%	Q4 2025	Feb 12, 2026
FRANKLIN RESOURCES INC	History	No change	14,595	397	0.0%	0.0%	445	0	0.0%	Q4 2025	Feb 11, 2026
CRA Financial Services, LLC	History	Added to	14,567	396	0.05%	0.05%	446	+1,545	11.86%	Q4 2025	Jan 16, 2026
MISSION WEALTH MANAGEMENT, LP	History	Reduced	14,537	395	0.01%	0.01%	447	-9,912	-40.54%	Q4 2025	Feb 05, 2026
Burford Brothers, Inc.	History	Added to	14,518	395	0.16%	0.16%	448	+65	0.45%	Q4 2025	Feb 05, 2026
Maridea Wealth Management LLC	History	Reduced	14,514	394	0.06%	0.08%	449	-5,071	-25.89%	Q4 2025	Jan 08, 2026
WealthCollab, LLC	History	New	14,353	390	0.16%	—	450	+14,353	New	Q4 2025	Jan 27, 2026
Vident Advisory, LLC	History	Added to	14,243	387	0.0%	0.0%	452	+6,546	85.05%	Q4 2025	Feb 18, 2026
MORRIS FINANCIAL CONCEPTS, INC.	History	Reduced	14,246	387	0.14%	0.14%	451	-189	-1.31%	Q4 2025	Feb 09, 2026
Sensenig Capital Advisors, Inc	History	New	14,187	386	0.39%	—	455	+14,187	New	Q4 2025	Jan 21, 2026
Red Door Wealth Management, LLC	History	Reduced	14,189	386	0.04%	0.05%	453	-4,016	-22.06%	Q4 2025	Jan 20, 2026
Empirical Asset Management, LLC	History	Reduced	14,209	386	0.11%	0.1%	454	-156	-1.09%	Q4 2025	Feb 06, 2026
Newman Dignan & Sheerar, Inc.	History	Reduced	14,116	384	0.08%	0.08%	456	-326	-2.26%	Q4 2025	Jan 22, 2026
EVERGREEN CAPITAL MANAGEMENT LLC	History	No change	14,013	381	0.01%	0.01%	457	0	0.0%	Q4 2025	Jan 27, 2026
Destiny Wealth Partners, LLC	History	No change	13,389	378	0.04%	0.04%	458	0	0.0%	Q4 2025	Feb 03, 2026
Seven Springs Wealth Group, LLC	History	No change	13,790	375	0.11%	0.09%	459	0	0.0%	Q4 2025	Feb 10, 2026
Advisors Capital Management, LLC	History	No change	13,746	374	0.0%	0.0%	460	0	0.0%	Q4 2025	Jan 29, 2026
Walkner Condon Financial Advisors LLC	History	Added to	13,682	372	0.05%	0.05%	461	+726	5.6%	Q4 2025	Jan 21, 2026
Summit Financial Wealth Advisors, LLC	History	Added to	13,572	369	0.05%	0.05%	462	+1,610	13.46%	Q4 2025	Jan 27, 2026
MARINO, STRAM & ASSOCIATES LLC	History	Added to	13,545	368	0.07%	0.06%	463	+30	0.22%	Q4 2025	Jan 16, 2026
WHITTIER TRUST CO	History	No change	13,158	367	0.0%	0.0%	464	0	0.0%	Q4 2025	Jan 26, 2026
Trilogy Capital Inc.	History	New	13,457	366	0.02%	—	465	+13,457	New	Q4 2025	Jan 22, 2026
Glass Jacobson Investment Advisors llc	History	Reduced	13,384	364	0.13%	0.14%	466	-1,416	-9.57%	Q4 2025	Jan 22, 2026
INVESTED ADVISORS	History	Added to	13,373	363	0.38%	0.31%	467	+4,400	49.04%	Q4 2025	Jan 26, 2026
Nova Wealth Management, Inc.	History	Reduced	13,314	362	0.25%	0.25%	468	-433	-3.15%	Q4 2025	Jan 14, 2026
Cresset Asset Management, LLC	History	Added to	13,255	360	0.0%	0.0%	469	+3,568	36.83%	Q4 2025	Feb 17, 2026
CGN Advisors LLC	History	Reduced	13,265	360	0.03%	0.03%	470	-1,320	-9.05%	Q4 2025	Jan 05, 2026
Texas Yale Capital Corp.	History	No change	13,200	359	0.01%	0.01%	471	0	0.0%	Q4 2025	Feb 10, 2026
WEATHERLY ASSET MANAGEMENT L. P.	History	New	13,142	357	0.03%	—	472	+13,142	New	Q4 2025	Jan 16, 2026
Fingerlakes Wealth Management, Inc.	History	Added to	13,142	357	0.23%	0.15%	473	+4,102	45.38%	Q4 2025	Feb 05, 2026
FIDUCIARY FINANCIAL GROUP, LLC	History	New	13,073	355	0.05%	—	475	+13,073	New	Q4 2025	Jan 12, 2026
Capital Investment Counsel, LLC	History	Added to	13,076	355	0.05%	0.05%	476	+1,038	8.62%	Q4 2025	Feb 02, 2026
Modera Wealth Management, LLC	History	Reduced	13,074	355	0.0%	0.0%	474	-515	-3.79%	Q4 2025	Jan 21, 2026
Sovereign Financial Group, Inc.	History	Reduced	13,010	354	0.06%	0.06%	477	-94	-0.72%	Q4 2025	Jan 07, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	History	No change	12,991	353	0.01%	0.01%	478	0	0.0%	Q4 2025	Jan 13, 2026
Paragon Capital Management Ltd	History	No change	12,922	351	0.07%	0.06%	479	0	0.0%	Q4 2025	Jan 22, 2026
VestGen Advisors, LLC	History	New	12,871	350	0.01%	—	480	+12,871	New	Q4 2025	Feb 17, 2026
Hutchens & Kramer Investment Management Group, LLC	History	Reduced	12,844	349	0.12%	0.14%	481	-1,136	-8.13%	Q4 2025	Jan 08, 2026
ARS Wealth Advisors Group, LLC	History	No change	12,792	348	0.03%	0.03%	482	0	0.0%	Q4 2025	Jan 12, 2026
Westover Capital Advisors, LLC	History	Added to	12,775	347	0.06%	0.06%	483	+42	0.33%	Q4 2025	Feb 09, 2026
MCF Advisors LLC	History	Added to	12,788	347	0.02%	0.02%	484	+33	0.26%	Q4 2025	Feb 11, 2026
Bedel Financial Consulting, Inc.	History	New	12,750	346	0.04%	—	485	+12,750	New	Q4 2025	Jan 28, 2026
Roger Wittlin Investment Advisory, LLC	History	New	12,591	342	0.24%	—	486	+12,591	New	Q4 2025	Jan 20, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC	History	Added to	12,581	342	0.04%	0.04%	487	+56	0.45%	Q4 2025	Feb 13, 2026
Coastwise Capital Group, LLC	History	Added to	12,558	341	0.17%	0.23%	488	+46	0.37%	Q4 2025	Feb 12, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC	History	No change	12,540	341	0.1%	0.1%	489	0	0.0%	Q4 2025	Feb 11, 2026
NATIXIS ADVISORS, LLC	History	New	12,507	340	0.0%	—	490	+12,507	New	Q4 2025	Feb 10, 2026
Williams Jones Wealth Management, LLC.	History	Added to	12,517	340	0.0%	0.0%	491	+1,428	12.88%	Q4 2025	Feb 13, 2026
ATX Financial Planning, LLC	History	New	12,456	338	0.26%	—	492	+12,456	New	Q4 2025	Feb 19, 2026
Clearstead Advisors, LLC	History	Added to	12,385	337	0.0%	0.0%	493	+7,600	158.83%	Q4 2025	Feb 09, 2026
Everhart Financial Group, Inc.	History	New	12,328	335	0.03%	—	494	+12,328	New	Q4 2025	Jan 07, 2026
World Investment Advisors	History	New	12,175	331	0.01%	—	495	+12,175	New	Q4 2025	Mar 12, 2026
Signature Equity Partners, LLC	History	New	12,067	328	0.18%	—	496	+12,067	New	Q4 2025	Feb 17, 2026
Anson Capital, Inc.	History	No change	12,025	327	0.24%	0.24%	497	0	0.0%	Q4 2025	Feb 04, 2026
Composition Wealth, LLC	History	Added to	11,913	324	0.0%	0.0%	498	+1,358	12.87%	Q4 2025	Feb 02, 2026
SC&H Financial Advisors, Inc.	History	Added to	11,799	321	0.05%	0.05%	499	+52	0.44%	Q4 2025	Jan 21, 2026
SEI INVESTMENTS CO	History	New	11,686	317	0.0%	—	500	+11,686	New	Q4 2025	Feb 13, 2026
Keenan, LLC	History	New	11,570	314	0.28%	—	501	+11,570	New	Q4 2025	Mar 04, 2026
Investment Research Partners LLC	History	No change	11,362	309	0.13%	0.14%	502	0	0.0%	Q4 2025	Feb 12, 2026
Bragg Financial Advisors, Inc	History	No change	11,272	306	0.01%	0.01%	503	0	0.0%	Q4 2025	Feb 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	Reduced	11,229	305	0.0%	0.0%	504	-809	-6.72%	Q4 2025	Feb 11, 2026
Creekside Partners	History	No change	11,202	304	0.13%	0.13%	505	0	0.0%	Q4 2025	Feb 13, 2026
Simmons Bank	History	No change	11,076	301	0.02%	0.02%	506	0	0.0%	Q4 2025	Feb 05, 2026
Ackerman Capital Advisors, LLC	History	No change	11,066	301	0.06%	0.06%	507	0	0.0%	Q4 2025	Feb 11, 2026
Auxano Advisors, LLC	History	Added to	11,044	300	0.06%	0.05%	508	+2,928	36.08%	Q4 2025	Feb 06, 2026
SAGESPRING WEALTH PARTNERS, LLC	History	Added to	11,041	300	0.01%	0.01%	509	+49	0.45%	Q4 2025	Jan 07, 2026
Curi Capital, LLC	History	Added to	11,002	299	0.01%	0.0%	510	+686	6.65%	Q4 2025	Feb 17, 2026
WEDBUSH SECURITIES INC	History	Added to	10,871	296	0.01%	0.01%	511	+2,046	23.18%	Q4 2025	Feb 12, 2026
PETTYJOHN, WOOD & WHITE, INC	History	Added to	10,868	295	0.05%	0.04%	512	+643	6.29%	Q4 2025	Feb 11, 2026
Index Fund Advisors, Inc.	History	No change	10,842	295	0.01%	0.01%	513	0	0.0%	Q4 2025	Jan 29, 2026
Procyon Advisors, LLC	History	No change	10,872	295	0.01%	0.02%	514	0	0.0%	Q4 2025	Jan 07, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	History	New	10,839	294	0.1%	—	515	+10,839	New	Q4 2025	Jan 27, 2026
Independence Wealth Advisors, LLC	History	New	10,800	293	0.16%	—	517	+10,800	New	Q4 2025	Jan 09, 2026
Zhang Financial LLC	History	Added to	10,797	293	0.01%	0.01%	516	+1,608	17.5%	Q4 2025	Feb 10, 2026
Apollon Wealth Management, LLC	History	New	10,667	290	0.01%	—	518	+10,667	New	Q4 2025	Jan 22, 2026
MERIDIAN INVESTMENT COUNSEL INC.	History	Reduced	10,637	289	0.07%	0.08%	519	-955	-8.24%	Q4 2025	Jan 20, 2026
Quadrant Private Wealth Management, LLC	History	Added to	10,630	289	0.05%	0.05%	520	+90	0.85%	Q4 2025	Jan 26, 2026
First Pacific Financial	History	Added to	10,643	289	0.04%	0.04%	521	+48	0.45%	Q4 2025	Jan 16, 2026
Onyx Bridge Wealth Group LLC	History	No change	10,575	287	0.03%	0.03%	522	0	0.0%	Q4 2025	Feb 18, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	Added to	10,490	285	0.02%	0.02%	523	+1,284	13.95%	Q4 2025	Feb 03, 2026
Plante Moran Financial Advisors, LLC	History	Added to	10,346	281	0.02%	0.01%	524	+4,493	76.76%	Q4 2025	Feb 05, 2026
FIFTH THIRD BANCORP	History	Added to	10,303	280	0.0%	0.0%	525	+8,611	508.92%	Q4 2025	Feb 02, 2026
HANCOCK WHITNEY CORP	History	No change	10,228	278	0.01%	0.0%	526	0	0.0%	Q4 2025	Feb 17, 2026
SUMMITRY LLC	History	New	10,142	275	0.01%	—	527	+10,142	New	Q4 2025	Feb 09, 2026
AA Financial Advisors, LLC	History	Reduced	10,115	275	0.05%	0.05%	528	-326	-3.12%	Q4 2025	Jan 14, 2026
CHOREO, LLC	History	Reduced	10,009	274	0.0%	0.0%	529	-3,539	-26.12%	Q4 2025	Jan 23, 2026
Russell Investments Group, Ltd.	History	Reduced	10,075	274	0.0%	0.0%	530	-431	-4.1%	Q4 2025	Feb 17, 2026
Meeder Advisory Services, Inc.	History	Added to	10,065	273	0.01%	0.01%	531	+1,425	16.49%	Q4 2025	Feb 11, 2026
Caerus Investment Advisors, LLC	History	No change	10,017	272	0.09%	0.11%	532	0	0.0%	Q4 2025	Feb 12, 2026
DHJJ Financial Advisors, Ltd.	History	Added to	9,987	271	0.09%	0.09%	533	+5	0.05%	Q4 2025	Jan 23, 2026
Main Street Research LLC	History	Added to	9,959	270	0.02%	0.01%	534	+1,418	16.6%	Q4 2025	Feb 09, 2026
PARTHENON LLC	History	No change	9,762	265	0.03%	0.03%	535	0	0.0%	Q4 2025	Jan 23, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO	History	Reduced	9,660	262	0.0%	0.01%	536	-3,573	-27.0%	Q4 2025	Feb 09, 2026
FAS Wealth Partners, Inc.	History	Added to	9,606	261	0.02%	0.02%	537	+718	8.08%	Q4 2025	Feb 18, 2026
Smithfield Trust Co	History	No change	9,540	260	0.01%	0.01%	538	0	0.0%	Q4 2025	Feb 09, 2026
Wealthstar Advisors, LLC	History	Reduced	9,552	259	0.11%	1.16%	540	-102,587	-91.48%	Q4 2025	Jan 30, 2026
SNS Financial Group, LLC	History	Added to	9,552	259	0.02%	0.02%	539	+1,335	16.25%	Q4 2025	Feb 02, 2026
D.A. DAVIDSON & CO.	History	Added to	9,442	256	0.0%	0.0%	541	+567	6.39%	Q4 2025	Jan 29, 2026
ADVOCATE GROUP LLC	History	No change	9,405	255	0.04%	0.04%	542	0	0.0%	Q4 2025	Jan 20, 2026
Curtis Advisory Group, LLC	History	Reduced	9,356	254	0.05%	0.06%	543	-1,229	-11.61%	Q4 2025	Jan 23, 2026
Asset Dedication, LLC	History	Reduced	9,261	252	0.02%	0.02%	545	-542	-5.53%	Q4 2025	Jan 26, 2026
Archvest Wealth Advisors, Inc.	History	Added to	9,266	252	0.16%	0.22%	547	+19	0.21%	Q4 2025	Feb 13, 2026
WOODMONT INVESTMENT COUNSEL LLC	History	No change	9,267	252	0.02%	0.02%	544	0	0.0%	Q4 2025	Jan 21, 2026
Johnson Financial Group, Inc.	History	No change	9,285	252	0.01%	0.01%	546	0	0.0%	Q4 2025	Feb 12, 2026
CASTLE WEALTH MANAGEMENT LLC	History	No change	9,160	249	0.08%	0.08%	548	0	0.0%	Q4 2025	Jan 22, 2026
CITIZENS FINANCIAL GROUP INC/RI	History	No change	9,120	248	0.0%	0.0%	549	0	0.0%	Q4 2025	Jan 30, 2026
E&G Advisors, LP	History	No change	9,126	248	0.06%	0.06%	550	0	0.0%	Q4 2025	Jan 23, 2026
CATALYST FINANCIAL PARTNERS LLC	History	No change	8,994	244	0.03%	0.03%	551	0	0.0%	Q4 2025	Feb 04, 2026
SouthState Bank Corp	History	Reduced	8,959	243	0.01%	0.01%	552	-2,245	-20.04%	Q4 2025	Feb 11, 2026
Diversify Advisory Services, LLC	History	Reduced	8,574	241	0.01%	0.01%	553	-934	-9.82%	Q4 2025	Jan 23, 2026
Ancora Advisors LLC	History	Added to	8,815	239	0.0%	0.0%	554	+7,102	414.59%	Q4 2025	Feb 17, 2026
Symphony Financial, Ltd. Co.	History	Added to	8,787	239	0.03%	0.03%	555	+578	7.04%	Q4 2025	Feb 11, 2026
NorthRock Partners, LLC	History	New	8,642	235	0.0%	—	556	+8,642	New	Q4 2025	Feb 17, 2026
Americana Partners, LLC	History	Added to	8,605	234	0.01%	0.01%	558	+39	0.46%	Q4 2025	Feb 06, 2026
SeaCrest Wealth Management, LLC	History	Reduced	8,481	234	0.02%	0.02%	557	-15	-0.18%	Q4 2025	Jan 12, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.	History	New	8,570	233	0.01%	—	559	+8,570	New	Q4 2025	Jan 16, 2026
New England Private Wealth Advisors LLC	History	Added to	8,477	230	0.03%	0.03%	561	+509	6.39%	Q4 2025	Feb 13, 2026
Summit Asset Management, LLC	History	No change	8,460	230	0.03%	0.03%	560	0	0.0%	Q4 2025	Feb 09, 2026
Trivium Point Advisory, LLC	History	Reduced	8,392	228	0.02%	0.02%	563	-507	-5.7%	Q4 2025	Jan 26, 2026
MARCO INVESTMENT MANAGEMENT LLC	History	No change	8,404	228	0.02%	0.02%	562	0	0.0%	Q4 2025	Feb 04, 2026
HC Advisors, LLC	History	No change	8,304	225	0.16%	0.15%	564	0	0.0%	Q4 2025	Feb 11, 2026
Luminvest Wealth Management LLC	History	New	8,259	224	0.06%	—	565	+8,259	New	Q4 2025	Jan 26, 2026
ASPIRIANT, LLC	History	No change	8,199	223	0.01%	0.01%	566	0	0.0%	Q4 2025	Jan 20, 2026
Gladstone Institutional Advisory LLC	History	Reduced	8,191	222	0.01%	0.01%	567	-997	-10.85%	Q4 2025	Feb 17, 2026
Diversified Portfolios, Inc.	History	No change	8,154	221	0.02%	0.02%	568	0	0.0%	Q4 2025	Feb 09, 2026
Fisher Asset Management, LLC	History	Reduced	8,121	220	0.0%	0.0%	569	-5,250	-39.26%	Q4 2025	Feb 09, 2026
Laird Norton Wetherby Trust Company, LLC	History	New	8,007	217	0.0%	—	570	+8,007	New	Q4 2025	Feb 17, 2026
Klingman & Associates, LLC	History	No change	7,999	217	0.01%	0.01%	571	0	0.0%	Q4 2025	Jan 29, 2026
Mesirow Financial Investment Management, Inc.	History	No change	7,969	216	0.0%	0.0%	572	0	0.0%	Q4 2025	Feb 05, 2026
Arbor Investment Advisors, LLC	History	New	7,929	215	0.03%	—	573	+7,929	New	Q4 2025	Jan 23, 2026
ELEVATE WEALTH ADVISORY, INC	History	No change	7,935	215	0.15%	0.15%	574	0	0.0%	Q4 2025	Jan 27, 2026
Concurrent Investment Advisors, LLC	History	New	7,880	214	0.0%	—	576	+7,880	New	Q4 2025	Jan 29, 2026
NORDEN GROUP LLC	History	Added to	7,892	214	0.02%	0.02%	575	+35	0.45%	Q4 2025	Jan 13, 2026
High Net Worth Advisory Group LLC	History	No change	7,830	213	0.05%	0.05%	577	0	0.0%	Q4 2025	Jan 23, 2026
Oak Wealth Advisors LLC	History	Reduced	7,811	212	0.12%	0.13%	579	-733	-8.58%	Q4 2025	Feb 11, 2026
Christensen, King & Associates Investment Services, Inc.	History	Added to	7,798	212	0.09%	0.09%	578	+31	0.4%	Q4 2025	Jan 22, 2026
Ethos Financial Group, LLC	History	New	7,726	210	0.02%	—	580	+7,726	New	Q4 2025	Jan 20, 2026
Mutual Advisors, LLC	History	New	7,707	209	0.0%	—	581	+7,707	New	Q4 2025	Feb 02, 2026
Strategies Wealth Advisors, LLC	History	Added to	7,712	209	0.02%	0.02%	583	+18	0.23%	Q4 2025	Feb 13, 2026
Stratos Investment Management, LLC	History	No change	7,690	209	0.01%	0.01%	582	0	0.0%	Q4 2025	Jan 20, 2026
Roehl & Yi Investment Advisors, LLC	History	New	159,248	208	0.08%	—	585	+159,248	New	Q4 2025	Feb 17, 2026
Frank, Rimerman Advisors LLC	History	No change	7,677	208	0.01%	0.01%	584	0	0.0%	Q4 2025	Jan 15, 2026
Palisade Asset Management, LLC	History	No change	7,611	207	0.02%	0.02%	586	0	0.0%	Q4 2025	Feb 13, 2026
Valley Brook Capital Group, Inc.	History	New	7,578	206	0.14%	—	588	+7,578	New	Q4 2025	Jan 23, 2026
ROTHSCHILD INVESTMENT LLC	History	No change	7,584	206	0.01%	0.01%	587	0	0.0%	Q4 2025	Feb 10, 2026
Affinity Capital Advisors, LLC	History	New	7,549	205	0.03%	—	590	+7,549	New	Q4 2025	Jan 09, 2026
High Note Wealth, LLC	History	Added to	7,551	205	0.04%	0.02%	589	+3,489	85.89%	Q4 2025	Feb 05, 2026
CHAPIN DAVIS, INC.	History	New	7,494	203	0.05%	—	591	+7,494	New	Q4 2025	Jan 30, 2026
Fragasso Financial Advisors Inc	History	New	7,429	202	0.01%	—	593	+7,429	New	Q4 2025	Jan 07, 2026
COMERICA BANK	History	Reduced	7,436	202	0.0%	0.0%	592	-4,020	-35.09%	Q4 2025	Jan 29, 2026
OpenArc Corporate Advisory, LLC	History	New	7,392	201	0.0%	—	595	+7,392	New	Q4 2025	Feb 13, 2026
CONDOR CAPITAL MANAGEMENT	History	New	7,391	201	0.02%	—	594	+7,391	New	Q4 2025	Feb 06, 2026
Archer Investment Corp	History	Added to	7,340	199	0.04%	0.04%	596	+33	0.45%	Q4 2025	Jan 30, 2026
GLENMEDE TRUST CO NA	History	New	6,979	189	0.0%	—	597	+6,979	New	Q4 2025	Feb 17, 2026
GODSEY & GIBB, INC	History	Added to	6,793	184	0.02%	0.01%	598	+399	6.24%	Q4 2025	Jan 27, 2026
Crewe Advisors LLC	History	No change	6,785	184	0.02%	0.02%	599	0	0.0%	Q4 2025	Jan 16, 2026
Atlantic Union Bankshares Corp	History	Added to	6,727	183	0.0%	0.0%	600	+3	0.04%	Q4 2025	Feb 04, 2026
Smartleaf Asset Management LLC	History	Added to	6,285	172	0.01%	0.01%	601	+1,095	21.1%	Q4 2025	Feb 13, 2026
HUNTINGTON NATIONAL BANK	History	Added to	6,004	163	0.0%	0.0%	602	+1,735	40.64%	Q4 2025	Feb 09, 2026
GHP Investment Advisors, Inc.	History	No change	5,979	162	0.01%	0.01%	603	0	0.0%	Q4 2025	Jan 27, 2026
Caitlin John, LLC	History	No change	5,961	162	0.11%	0.11%	604	0	0.0%	Q4 2025	Feb 18, 2026
CENTAURUS FINANCIAL, INC.	History	Added to	5,866	160	0.01%	0.01%	605	+69	1.19%	Q4 2025	Feb 13, 2026
Front Row Advisors LLC	History	No change	5,832	158	0.05%	0.05%	606	0	0.0%	Q4 2025	Feb 12, 2026
Geneos Wealth Management Inc.	History	No change	5,832	158	0.0%	0.0%	607	0	0.0%	Q4 2025	Jan 28, 2026
Spire Wealth Management	History	Added to	5,380	146	0.0%	0.0%	608	+18	0.34%	Q4 2025	Jan 14, 2026
Breakwater Investment Management	History	No change	5,388	146	0.05%	0.05%	609	0	0.0%	Q4 2025	Feb 02, 2026
McIlrath & Eck, LLC	History	Added to	5,196	141	0.01%	0.01%	610	+306	6.26%	Q4 2025	Feb 03, 2026
Fairway Wealth LLC	History	No change	4,932	134	0.04%	0.04%	611	0	0.0%	Q4 2025	Jan 28, 2026
BOK Financial Private Wealth, Inc.	History	No change	4,860	132	0.01%	0.01%	612	0	0.0%	Q4 2025	Feb 06, 2026
CBIZ Investment Advisory Services, LLC	History	No change	4,362	118	0.0%	0.0%	613	0	0.0%	Q4 2025	Feb 09, 2026
PRIVATE TRUST CO NA	History	Added to	4,239	115	0.01%	0.01%	614	+672	18.84%	Q4 2025	Jan 26, 2026
Activest Wealth Management	History	Added to	4,182	113	0.02%	0.0%	615	+4,095	4706.9%	Q4 2025	Jan 30, 2026
Tanglewood Legacy Advisors, LLC	History	No change	4,159	113	0.04%	0.04%	616	0	0.0%	Q4 2025	Feb 06, 2026
Keating Financial Advisory Services, Inc.	History	New	3,930	106	0.01%	—	618	+3,930	New	Q4 2025	Feb 09, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	History	Reduced	3,906	106	0.04%	0.04%	617	-87	-2.18%	Q4 2025	Jan 21, 2026
Arlington Trust Co LLC	History	No change	3,885	105	0.01%	0.02%	619	0	0.0%	Q4 2025	Jan 30, 2026
CITIGROUP INC	History	Reduced	3,830	104	0.0%	0.0%	620	-327	-7.87%	Q4 2025	Feb 13, 2026
Steigerwald, Gordon & Koch Inc.	History	Reduced	3,613	98	0.01%	0.01%	621	-428	-10.59%	Q4 2025	Jan 23, 2026
ADIRONDACK TRUST CO	History	Added to	3,572	97	0.03%	0.02%	622	+1,149	47.42%	Q4 2025	Jan 08, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	No change	3,360	91	0.01%	0.01%	623	0	0.0%	Q4 2025	Jan 07, 2026
PIN OAK INVESTMENT ADVISORS INC	History	No change	2,922	85	0.06%	0.05%	624	0	0.0%	Q4 2025	Feb 13, 2026
Key Capital Management, INC	History	New	3,096	84	0.08%	—	625	+3,096	New	Q4 2025	Jan 26, 2026
Team Financial Group, LLC	History	Added to	2,983	81	0.04%	0.04%	627	+13	0.44%	Q4 2025	Jan 13, 2026
FIRST COMMUNITY TRUST NA	History	No change	2,979	81	0.06%	0.06%	626	0	0.0%	Q4 2025	Jan 16, 2026
Tidemark, LLC	History	Added to	2,904	79	0.02%	0.01%	628	+1,082	59.39%	Q4 2025	Feb 10, 2026
SYM FINANCIAL Corp	History	No change	2,889	78	0.01%	0.01%	629	0	0.0%	Q4 2025	Feb 13, 2026
Navalign, LLC	History	New	2,835	77	0.02%	—	630	+2,835	New	Q4 2025	Feb 05, 2026
ARMSTRONG ADVISORY GROUP, INC	History	No change	2,773	75	0.01%	0.01%	631	0	0.0%	Q4 2025	Jan 08, 2026
MidFirst Bank	History	New	2,661	72	0.01%	—	632	+2,661	New	Q4 2025	Feb 25, 2026
HOEY INVESTMENTS, INC	History	No change	2,586	70	0.01%	0.01%	633	0	0.0%	Q4 2025	Jan 28, 2026
WealthShield Partners, LLC	History	Added to	2,545	69	0.01%	0.01%	634	+338	15.31%	Q4 2025	Feb 03, 2026
CDKV HOLDINGS LLC	History	New	2,373	64	0.05%	—	635	+2,373	New	Q4 2025	Feb 17, 2026
SJS Investment Consulting Inc.	History	No change	2,310	62	0.01%	0.01%	636	0	0.0%	Q4 2025	Jan 21, 2026
Triumph Capital Management	History	New	2,244	61	0.01%	—	638	+2,244	New	Q4 2025	Feb 12, 2026
BELLEVUE ASSET MANAGEMENT, LLC	History	Added to	2,241	61	0.02%	0.03%	639	+7	0.31%	Q4 2025	Jan 23, 2026
JNBA Financial Advisors	History	No change	2,277	61	0.01%	0.01%	637	0	0.0%	Q4 2025	Jan 26, 2026
PFS Partners, LLC	History	No change	2,232	60	0.03%	0.03%	640	0	0.0%	Q4 2025	Jan 16, 2026
Newbridge Financial Services Group, Inc.	History	No change	2,100	57	0.01%	0.01%	641	0	0.0%	Q4 2025	Jan 21, 2026
Marshall & Sterling Wealth Advisors Inc.	History	Added to	2,084	56	0.04%	0.03%	642	+8	0.39%	Q4 2025	Feb 10, 2026
Dunhill Financial, LLC	History	No change	2,049	55	0.01%	0.01%	643	0	0.0%	Q4 2025	Jan 29, 2026
MOGY JOEL R INVESTMENT COUNSEL INC	History	Reduced	1,969	53	0.0%	0.0%	644	-252	-11.35%	Q4 2025	Jan 30, 2026
TSFG, LLC	History	Reduced	1,905	52	0.01%	0.01%	645	-234	-10.94%	Q4 2025	Feb 04, 2026
Private Wealth Management Group, LLC	History	Reduced	1,888	51	0.01%	0.02%	646	-837	-30.72%	Q4 2025	Jan 23, 2026
Planning Project LLC	History	New	1,842	50	0.01%	—	648	+1,842	New	Q4 2025	Feb 12, 2026
Pinnacle Bancorp, Inc.	History	Reduced	1,866	50	0.01%	0.02%	647	-470	-20.12%	Q4 2025	Jan 22, 2026
Graney & King, LLC	History	No change	1,822	49	0.03%	0.03%	649	0	0.0%	Q4 2025	Feb 13, 2026
SageView Advisory Group, LLC	History	New	1,664	45	0.0%	—	650	+1,664	New	Q4 2025	Feb 17, 2026
Bogart Wealth, LLC	History	No change	1,626	44	0.0%	0.0%	651	0	0.0%	Q4 2025	Jan 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	New	1,530	41	0.0%	—	652	+1,530	New	Q4 2025	Feb 13, 2026
RHL GROUP, LLC	History	New	1,500	40	0.03%	—	653	+1,500	New	Q4 2025	Feb 09, 2026
Kohmann Bosshard Financial Services, LLC	History	New	1,434	39	0.0%	—	654	+1,434	New	Q4 2025	Jan 30, 2026
DAGCO, INC.	History	Added to	1,426	38	0.01%	0.01%	655	+6	0.42%	Q4 2025	Jan 08, 2026
PINNEY & SCOFIELD, INC.	History	Added to	1,416	38	0.02%	0.02%	656	+5	0.35%	Q4 2025	Feb 13, 2026
FWL INVESTMENT MANAGEMENT, LLC	History	Reduced	1,384	37	0.01%	0.01%	657	-229	-14.2%	Q4 2025	Feb 17, 2026
Capital Investment Advisory Services, LLC	History	Added to	1,358	36	0.0%	0.0%	658	+615	82.77%	Q4 2025	Jan 21, 2026
Key FInancial Inc	History	No change	1,346	36	0.01%	0.01%	659	0	0.0%	Q4 2025	Feb 09, 2026
Global Wealth Strategies & Associates	History	Reduced	1,313	35	0.01%	0.01%	660	-153	-10.44%	Q4 2025	Jan 02, 2026
RICHARDS, MERRILL & PETERSON, INC.	History	No change	1,281	34	0.01%	0.01%	661	0	0.0%	Q4 2025	Jan 27, 2026
Financial Connections Group, Inc.	History	Reduced	1,227	33	0.01%	0.06%	662	-4,564	-78.81%	Q4 2025	Jan 23, 2026
Blue Trust, Inc.	History	Reduced	1,205	32	0.0%	0.0%	663	-6,978	-85.27%	Q4 2025	Jan 16, 2026
Cape Investment Advisory, Inc.	History	New	1,145	31	0.01%	—	664	+1,145	New	Q4 2025	Feb 17, 2026
Meramec Financial Planners, LLC	History	New	1,080	31	0.01%	—	665	+1,080	New	Q4 2025	Feb 10, 2026
Woodside Wealth Management LLC	History	Added to	1,106	30	0.02%	0.02%	666	+65	6.24%	Q4 2025	Jan 30, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV	History	New	995	27	0.0%	—	667	+995	New	Q4 2025	Feb 13, 2026
ORG Partners LLC	History	No change	1,011	27	0.0%	0.0%	668	0	0.0%	Q4 2025	Jan 14, 2026
Rialto Wealth Management, LLC	History	No change	969	26	0.01%	0.01%	669	0	0.0%	Q4 2025	Jan 12, 2026
HEARTLAND ADVISORS INC	History	No change	921	25	0.0%	0.0%	670	0	0.0%	Q4 2025	Feb 11, 2026
Anchor Investment Management, LLC	History	No change	790	21	0.0%	0.0%	671	0	0.0%	Q4 2025	Feb 26, 2026
Parkside Financial Bank & Trust	History	Added to	769	20	0.0%	0.0%	672	+717	1378.85%	Q4 2025	Feb 13, 2026
Paladin Advisory Group, LLC	History	Reduced	764	20	0.01%	0.02%	675	-250	-24.65%	Q4 2025	Jan 21, 2026
Main Management LLC	History	No change	720	20	0.0%	0.0%	673	0	0.0%	Q4 2025	Feb 10, 2026
Salomon & Ludwin, LLC	History	No change	747	20	0.0%	0.0%	674	0	0.0%	Q4 2025	Jan 28, 2026
Atlantic Edge Private Wealth Management, LLC	History	No change	699	19	0.0%	0.0%	676	0	0.0%	Q4 2025	Jan 27, 2026
Capital Advisors, Ltd. LLC	History	No change	645	18	0.0%	0.0%	677	0	0.0%	Q4 2025	Jan 21, 2026
Osbon Capital Management LLC	History	New	660	17	0.02%	—	679	+660	New	Q4 2025	Mar 16, 2026
FIRST UNITED BANK & TRUST	History	No change	637	17	0.01%	0.01%	678	0	0.0%	Q4 2025	Jan 21, 2026
Smallwood Wealth Investment Management, LLC	History	No change	645	17	0.01%	0.01%	680	0	0.0%	Q4 2025	Jan 23, 2026
OPTIMA CAPITAL LLC	History	New	594	16	0.01%	—	687	+594	New	Q4 2025	Jan 23, 2026
Operose Advisors LLC	History	Added to	589	16	0.0%	0.0%	685	+2	0.34%	Q4 2025	Feb 10, 2026
FINANCIAL CONSULATE, INC	History	No change	597	16	0.0%	0.0%	681	0	0.0%	Q4 2025	Jan 22, 2026
Sound Income Strategies, LLC	History	No change	588	16	0.0%	0.0%	682	0	0.0%	Q4 2025	Jan 21, 2026
Rice Partnership, LLC	History	No change	618	16	0.0%	0.0%	683	0	0.0%	Q4 2025	Feb 10, 2026
Pflug Koory, LLC	History	No change	600	16	0.01%	0.01%	684	0	0.0%	Q4 2025	Jan 20, 2026
Noble Wealth Management PBC	History	No change	615	16	0.01%	0.01%	686	0	0.0%	Q4 2025	Jan 05, 2026
First Command Advisory Services, Inc.	History	Reduced	588	15	0.0%	0.0%	689	-1,038	-63.84%	Q4 2025	Feb 11, 2026
Sunbelt Securities, Inc.	History	New	564	15	0.0%	—	688	+564	New	Q4 2025	Feb 20, 2026
Frazier Financial Advisors, LLC	History	Added to	585	15	0.01%	0.01%	690	+84	16.77%	Q4 2025	Feb 09, 2026
Rossby Financial, LCC	History	No change	557	15	0.0%	0.0%	691	0	0.0%	Q4 2025	Feb 12, 2026
Arax Advisory Partners	History	New	530	14	0.0%	—	692	+530	New	Q4 2025	Feb 13, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC	History	No change	518	14	0.01%	0.01%	693	0	0.0%	Q4 2025	Feb 12, 2026
Coston, McIsaac & Partners	History	No change	537	14	0.0%	0.0%	694	0	0.0%	Q4 2025	Feb 03, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management	History	New	507	13	0.01%	—	697	+507	New	Q4 2025	Mar 05, 2026
Financial Gravity Asset Management, Inc.	History	No change	490	13	0.0%	0.0%	695	0	0.0%	Q4 2025	Feb 13, 2026
Signature Resources Capital Management, LLC	History	No change	504	13	0.01%	0.01%	696	0	0.0%	Q4 2025	Jan 21, 2026
MARYLAND CAPITAL ADVISORS INC.	History	No change	459	12	0.0%	0.0%	698	0	0.0%	Q4 2025	Jan 20, 2026
Armor Investment Advisors, LLC	History	New	440	11	0.0%	—	701	+440	New	Q4 2025	Feb 05, 2026
TD Capital Management LLC	History	Added to	420	11	0.0%	0.0%	700	+2	0.48%	Q4 2025	Feb 26, 2026
TRUST CO OF VERMONT	History	No change	431	11	0.0%	0.0%	699	0	0.0%	Q4 2025	Jan 16, 2026
Investors Research Corp	History	No change	426	11	0.0%	0.0%	702	0	0.0%	Q4 2025	Jan 06, 2026
CGC Financial Services, LLC	History	No change	432	11	0.0%	0.0%	703	0	0.0%	Q4 2025	Feb 03, 2026
Ransom Advisory, Ltd	History	New	372	10	0.0%	—	705	+372	New	Q4 2025	Jan 06, 2026
DiNuzzo Private Wealth, Inc.	History	No change	369	10	0.0%	0.0%	704	0	0.0%	Q4 2025	Jan 16, 2026
HANTZ FINANCIAL SERVICES, INC.	History	Added to	318	9	0.0%	0.0%	707	+168	112.0%	Q4 2025	Feb 09, 2026
CENTRAL TRUST Co	History	No change	348	9	0.0%	0.0%	706	0	0.0%	Q4 2025	Feb 02, 2026
Hamilton Point Investment Advisors, LLC	History	No change	348	9	0.0%	0.0%	708	0	0.0%	Q4 2025	Feb 12, 2026
Wiser Advisor Group LLC	History	Added to	322	8	0.01%	0.01%	710	+2	0.63%	Q4 2025	Feb 09, 2026
EverSource Wealth Advisors, LLC	History	No change	300	8	0.0%	0.0%	709	0	0.0%	Q4 2025	Feb 06, 2026
Greykasell Wealth Strategies, Inc.	History	No change	327	8	0.0%	0.0%	711	0	0.0%	Q4 2025	Feb 11, 2026
Murphy & Mullick Capital Management Corp	History	No change	312	8	0.01%	0.01%	712	0	0.0%	Q4 2025	Feb 10, 2026
Greenline Wealth Management LLC	History	New	288	7	0.01%	—	715	+288	New	Q4 2025	Feb 13, 2026
HOLLENCREST CAPITAL MANAGEMENT	History	No change	285	7	0.0%	0.0%	713	0	0.0%	Q4 2025	Feb 12, 2026
Solstein Capital, LLC	History	No change	279	7	0.0%	0.0%	714	0	0.0%	Q4 2025	Feb 13, 2026
Camelot Portfolios, LLC	History	New	226	6	0.0%	—	718	+226	New	Q4 2025	Jan 29, 2026
DELTA ASSET MANAGEMENT LLC/TN	History	Reduced	250	6	0.0%	0.0%	716	-20	-7.41%	Q4 2025	Feb 09, 2026
Westside Investment Management, Inc.	History	No change	238	6	0.0%	0.0%	717	0	0.0%	Q4 2025	Jan 23, 2026
Moisand Fitzgerald Tamayo, LLC	History	No change	189	5	0.0%	0.0%	719	0	0.0%	Q4 2025	Jan 14, 2026
Quent Capital, LLC	History	New	173	4	0.0%	—	722	+173	New	Q4 2025	Jan 29, 2026
WFA of San Diego, LLC	History	No change	171	4	0.0%	0.0%	720	0	0.0%	Q4 2025	Feb 17, 2026
Founders Financial Alliance, LLC	History	No change	162	4	0.0%	0.0%	721	0	0.0%	Q4 2025	Feb 12, 2026
CX Institutional	History	Reduced	102	3	0.0%	0.0%	725	-8	-7.27%	Q4 2025	Feb 02, 2026
Financial Management Professionals, Inc.	History	No change	144	3	0.0%	0.0%	723	0	0.0%	Q4 2025	Jan 27, 2026
Quaker Wealth Management, LLC	History	No change	117	3	0.0%	0.0%	724	0	0.0%	Q4 2025	Jan 28, 2026
Avion Wealth	History	No change	117	3	0.0%	0.0%	726	0	0.0%	Q4 2025	Jan 23, 2026
MCGUIRE CAPITAL ADVISORS INC	History	New	83	2	0.0%	—	730	+83	New	Q4 2025	Feb 19, 2026
Peachtree Investment Partners, LLC	History	Added to	88	2	0.0%	0.0%	727	+1	1.15%	Q4 2025	Feb 11, 2026
Golden State Wealth Management, LLC	History	No change	93	2	0.0%	0.0%	728	0	0.0%	Q4 2025	Feb 13, 2026
IAG Wealth Partners, LLC	History	No change	78	2	0.0%	0.0%	729	0	0.0%	Q4 2025	Feb 10, 2026
PROSPERITY BANCSHARES INC	History	New	51	1	0.0%	—	731	+51	New	Q4 2025	Feb 17, 2026
Central Pacific Bank - Trust Division	History	No change	42	1	0.0%	0.0%	732	0	0.0%	Q4 2025	Jan 07, 2026
CURIO WEALTH, LLC	History	No change	57	1	0.0%	0.0%	733	0	0.0%	Q4 2025	Feb 11, 2026
RENAISSANCE TECHNOLOGIES LLC	History	Closed out	0	0	—	0.0%	—	-138,800	-100.0%	Q3 2025	Nov 13, 2025
GTS SECURITIES LLC	History	Closed out	0	0	—	0.06%	—	-61,724	-100.0%	Q3 2025	Nov 14, 2025
Tower Research Capital LLC (TRC)	History	Closed out	0	0	—	0.04%	—	-58,707	-100.0%	Q3 2025	Nov 14, 2025
Consolidated Portfolio Review Corp	History	Closed out	0	0	—	0.17%	—	-50,739	-100.0%	Q3 2025	Nov 12, 2025
BNP PARIBAS FINANCIAL MARKETS	History	Closed out	0	0	—	0.0%	—	-50,017	-100.0%	Q3 2025	Nov 13, 2025
J.W. COLE ADVISORS, INC.	History	Closed out	0	0	—	0.02%	—	-49,248	-100.0%	Q3 2025	Nov 05, 2025
Kovitz Investment Group Partners, LLC	History	Closed out	0	0	—	0.0%	—	-28,604	-100.0%	Q3 2025	Nov 10, 2025
Francis Financial, Inc.	History	Closed out	0	0	—	0.1%	—	-20,787	-100.0%	Q3 2025	Nov 06, 2025
XTX Topco Ltd	History	Closed out	0	0	—	0.02%	—	-16,025	-100.0%	Q3 2025	Nov 14, 2025
HBK Sorce Advisory LLC	History	Closed out	0	0	—	0.01%	—	-15,462	-100.0%	Q3 2025	Oct 16, 2025
Pacific Wealth Strategies Group, Inc.	History	Closed out	0	0	—	0.22%	—	-13,692	-100.0%	Q3 2025	Nov 05, 2025
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	History	Closed out	0	0	—	0.02%	—	-12,614	-100.0%	Q3 2025	Oct 21, 2025
Wisconsin Wealth Advisors, LLC	History	Closed out	0	0	—	0.31%	—	-12,389	-100.0%	Q3 2025	Oct 06, 2025
JANE STREET GROUP, LLC	History	Closed out	0	0	—	0.0%	—	-11,415	-100.0%	Q3 2025	Nov 14, 2025
Maia Wealth LLC	History	Closed out	0	0	—	0.05%	—	-10,673	-100.0%	Q3 2025	Nov 13, 2025
Brooklyn Investment Group	History	Closed out	0	0	—	0.03%	—	-10,096	-100.0%	Q3 2025	Nov 14, 2025
PAX Financial Group, LLC	History	Closed out	0	0	—	0.04%	—	-9,505	-100.0%	Q3 2025	Nov 04, 2025
BROWN ADVISORY INC	History	Closed out	0	0	—	0.0%	—	-9,086	-100.0%	Q3 2025	Nov 14, 2025
YOUSIF CAPITAL MANAGEMENT, LLC	History	Closed out	0	0	—	0.0%	—	-9,056	-100.0%	Q3 2025	Oct 14, 2025
Foster Victor Wealth Advisors, LLC	History	Closed out	0	0	—	0.01%	—	-8,636	-100.0%	Q3 2025	Oct 10, 2025
Stone Summit Wealth LLC	History	Closed out	0	0	—	0.06%	—	-8,376	-100.0%	Q3 2025	Oct 22, 2025
Brio Consultants, LLC	History	Closed out	0	0	—	0.03%	—	-8,040	-100.0%	Q3 2025	Nov 10, 2025
FOUNDATIONS INVESTMENT ADVISORS, LLC	History	Closed out	0	0	—	0.0%	—	-7,960	-100.0%	Q3 2025	Nov 03, 2025
BRIGHTON JONES LLC	History	Closed out	0	0	—	0.0%	—	-7,887	-100.0%	Q3 2025	Oct 14, 2025
CALTON & ASSOCIATES, INC.	History	Closed out	0	0	—	0.03%	—	-7,881	-100.0%	Q3 2025	Nov 07, 2025
Summit Financial, LLC	History	Closed out	0	0	—	0.0%	—	-7,859	-100.0%	Q3 2025	Nov 14, 2025
Kiker Wealth Management, LLC	History	Closed out	0	0	—	0.07%	—	-5,168	-100.0%	Q3 2025	Oct 27, 2025
Integrity Financial Corp /WA	History	Closed out	0	0	—	0.06%	—	-4,770	-100.0%	Q3 2025	Nov 06, 2025
ALERUS FINANCIAL NA	History	Closed out	0	0	—	0.0%	—	-3,717	-100.0%	Q3 2025	Nov 10, 2025
Aspect Partners, LLC	History	Closed out	0	0	—	0.04%	—	-3,006	-100.0%	Q3 2025	Nov 06, 2025
RMG Wealth Management LLC	History	Closed out	0	0	—	0.01%	—	-2,970	-100.0%	Q3 2025	Oct 30, 2025
CULLEN/FROST BANKERS, INC.	History	Closed out	0	0	—	0.0%	—	-2,076	-100.0%	Q3 2025	Oct 31, 2025
LGT Financial Advisors LLC	History	Closed out	0	0	—	0.11%	—	-1,919	-100.0%	Q3 2025	Nov 17, 2025
MANNING & NAPIER ADVISORS LLC	History	Closed out	0	0	—	0.0%	—	-1,915	-100.0%	Q3 2025	Oct 27, 2025
VESTOR CAPITAL, LLC	History	Closed out	0	0	—	0.0%	—	-1,743	-100.0%	Q3 2025	Nov 13, 2025
Tortoise Investment Management, LLC	History	Closed out	0	0	—	0.0%	—	-840	-100.0%	Q3 2025	Nov 13, 2025
Midwest Capital Advisors, LLC	History	Closed out	0	0	—	0.01%	—	-626	-100.0%	Q3 2025	Oct 27, 2025
GPS Wealth Strategies Group, LLC	History	Closed out	0	0	—	0.0%	—	-378	-100.0%	Q3 2025	Nov 03, 2025
Keener Financial Planning LLC	History	Closed out	0	0	—	0.0%	—	-72	-100.0%	Q3 2025	Nov 07, 2025
Crews Bank & Trust	History	Closed out	0	0	—	0.0%	—	-48	-100.0%	Q3 2025	Oct 22, 2025
Compass Financial Services Inc	History	Closed out	0	0	—	0.0%	—	-44	-100.0%	Q3 2025	Nov 04, 2025
Basepoint Wealth LLC	History	New	2	0	—	—	—	+2	New	Q4 2025	Feb 10, 2026
ARVEST INVESTMENTS, INC.	History	No change	15	0	—	—	—	0	0.0%	Q4 2025	Jan 20, 2026
Wagner Wealth Management, LLC	History	No change	32	0	—	—	—	0	0.0%	Q4 2025	Jan 30, 2026