World Gold Trust - GLDM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 18,387,492 | 1,569,740 | 0.92% | 0.81% | 1 | -90,445 | -0.49% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Added to | 10,562,081 | 901,684 | 0.05% | 0.04% | 2 | +1,943,672 | 22.55% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,913,715 | 675,593 | 0.12% | 0.07% | 3 | +2,785,608 | 54.32% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,659,557 | 653,896 | 0.05% | 0.04% | 4 | +292,261 | 3.97% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 7,374,785 | 629,585 | 11.75% | 11.22% | 5 | +123,123 | 1.7% | Q4 2025 | Feb 06, 2026 |
| Empower Advisory Group, LLC | History | Added to | 5,868,543 | 500,997 | 1.35% | 1.2% | 6 | +213,149 | 3.77% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 3,412,428 | 291,318 | 0.05% | 0.04% | 7 | +96,624 | 2.91% | Q4 2025 | Jan 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 3,377,267 | 288,317 | 6.08% | 6.01% | 8 | -30,498 | -0.89% | Q4 2025 | Feb 03, 2026 |
| STATE STREET CORP | History | Added to | 3,065,944 | 261,739 | 0.01% | 0.01% | 9 | +363,116 | 13.43% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 2,992,890 | 255,502 | 0.07% | 0.07% | 10 | -28,641 | -0.95% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,870,368 | 245,116 | 0.06% | 0.05% | 11 | +203,183 | 7.62% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 2,637,892 | 226,594 | 0.27% | — | 12 | +2,637,892 | New | Q4 2025 | Feb 13, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 2,622,417 | 225,003 | 0.63% | 0.76% | 13 | -795,548 | -23.28% | Q4 2025 | Jan 27, 2026 |
| Evergreen Quality Fund GP, Ltd. | History | Added to | 2,587,215 | 220,870 | 4.36% | 3.75% | 14 | +374,500 | 16.92% | Q4 2025 | Feb 17, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 2,229,600 | 191,299 | 0.92% | 0.62% | 15 | +490,600 | 28.21% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 2,191,901 | 187,122 | 0.1% | 0.1% | 16 | -348,065 | -13.7% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,695,424 | 144,736 | 0.21% | 0.21% | 17 | -312,192 | -15.55% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,654,569 | 141,250 | 0.21% | 0.18% | 18 | +204,379 | 14.09% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,604,843 | 137,005 | 0.12% | 0.13% | 19 | -238,291 | -12.93% | Q4 2025 | Feb 13, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 1,537,910 | 131,291 | 1.03% | 1.02% | 20 | -114,800 | -6.95% | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,458,482 | 124,510 | 0.01% | 0.01% | 21 | -56,184 | -3.71% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,402,960 | 119,771 | 0.02% | — | 22 | +1,402,960 | New | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,347,980 | 115,077 | 0.02% | 0.02% | 23 | -42,634 | -3.07% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,335,584 | 114,018 | 0.12% | 0.11% | 24 | +17,412 | 1.32% | Q4 2025 | Feb 06, 2026 |
| PAYDEN & RYGEL | History | New | 1,300,000 | 110,981 | 7.67% | — | 25 | +1,300,000 | New | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,243,004 | 106,115 | 0.03% | 0.03% | 26 | +66,227 | 5.63% | Q4 2025 | Feb 10, 2026 |
| Hollow Brook Wealth Management LLC | History | Reduced | 1,218,677 | 104,038 | 26.91% | 22.58% | 27 | -29,524 | -2.37% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 1,181,571 | 100,880 | 0.15% | 0.15% | 28 | -21,687 | -1.8% | Q4 2025 | Feb 11, 2026 |
| Gradient Investments LLC | History | Added to | 1,101,614 | 94,044 | 1.49% | 1.27% | 29 | +108,775 | 10.96% | Q4 2025 | Jan 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,076,318 | 91,885 | 0.03% | 0.02% | 30 | +182,237 | 20.38% | Q4 2025 | Feb 18, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 921,392 | 90,351 | 4.17% | 5.36% | 31 | -476,522 | -34.09% | Q4 2025 | Feb 09, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 1,022,992 | 87,332 | 4.53% | 11.65% | 32 | -1,677,204 | -62.11% | Q4 2025 | Feb 06, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 993,809 | 84,840 | 0.94% | 0.98% | 33 | -135,712 | -12.02% | Q4 2025 | Feb 02, 2026 |
| Tidal Investments LLC | History | Reduced | 986,193 | 84,191 | 0.2% | 0.16% | 34 | -87,909 | -8.18% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 931,521 | 79,524 | 0.22% | 0.18% | 35 | +149,990 | 19.19% | Q4 2025 | Jan 26, 2026 |
| Private Advisor Group, LLC | History | Added to | 924,614 | 78,934 | 0.37% | 0.34% | 36 | +10,119 | 1.11% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 909,603 | 77,652 | 0.09% | 0.07% | 37 | +172,070 | 23.33% | Q4 2025 | Jan 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 840,575 | 71,759 | 0.01% | 0.01% | 38 | +19,791 | 2.41% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 815,693 | 69,635 | 0.48% | 0.41% | 39 | +80,338 | 10.93% | Q4 2025 | Feb 17, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 812,077 | 69,327 | 0.13% | 0.14% | 40 | -196,361 | -19.47% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 805,363 | 68,753 | 1.32% | 1.36% | 41 | -84,351 | -9.48% | Q4 2025 | Feb 12, 2026 |
| Argos Wealth Advisors, LLC | History | New | 790,297 | 67,467 | 18.12% | — | 42 | +790,297 | New | Q4 2025 | Feb 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 789,755 | 67,421 | 0.01% | 0.0% | 43 | +749,763 | 1874.78% | Q4 2025 | Mar 25, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 720,200 | 61,483 | 0.37% | — | 44 | +720,200 | New | Q4 2025 | Feb 17, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 671,036 | 57,286 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 663,924 | 56,679 | 0.1% | 0.11% | 46 | -60,801 | -8.39% | Q4 2025 | Mar 16, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 661,153 | 56,442 | 3.43% | 3.17% | 47 | -3,462 | -0.52% | Q4 2025 | Jan 26, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 656,114 | 56,012 | 1.47% | 0.87% | 48 | +189,467 | 40.6% | Q4 2025 | Jan 28, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 642,531 | 54,858 | 0.05% | 0.11% | 49 | -657,358 | -50.57% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 635,706 | 54,270 | 0.58% | 0.62% | 50 | +94,239 | 17.4% | Q4 2025 | Jan 23, 2026 |
| NEPC LLC | History | Added to | 634,975 | 54,207 | 1.16% | 1.24% | 51 | +20,110 | 3.27% | Q4 2025 | Feb 17, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 618,927 | 52,837 | 0.27% | 0.19% | 52 | +171,986 | 38.48% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 618,294 | 52,783 | 0.22% | 0.19% | 53 | +61,142 | 10.97% | Q4 2025 | Feb 17, 2026 |
| Greenline Partners, LLC | History | Reduced | 592,939 | 50,619 | 5.79% | 6.84% | 54 | -143,698 | -19.51% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 557,735 | 47,613 | 0.1% | 0.05% | 55 | +235,004 | 72.82% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Added to | 557,259 | 47,573 | 0.03% | 0.0% | 56 | +512,683 | 1150.13% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 533,574 | 45,551 | 1.17% | 0.98% | 57 | +34,331 | 6.88% | Q4 2025 | Feb 03, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 533,240 | 45,522 | 6.09% | 5.75% | 58 | -14,083 | -2.57% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 490,467 | 44,490 | 1.41% | 1.29% | 59 | +6,306 | 1.3% | Q4 2025 | Jan 23, 2026 |
| American Investment Services, Inc. | History | Reduced | 512,994 | 43,794 | 10.16% | 10.35% | 60 | -50,361 | -8.94% | Q4 2025 | Feb 13, 2026 |
| MBL Wealth, LLC | History | Reduced | 512,932 | 43,789 | 3.51% | 3.45% | 61 | -3,898 | -0.75% | Q4 2025 | Jan 21, 2026 |
| Cetera Investment Advisers | History | Reduced | 465,836 | 39,768 | 0.04% | 0.04% | 62 | -10,553 | -2.22% | Q4 2025 | Feb 17, 2026 |
| Main Street Research LLC | History | Reduced | 462,316 | 39,467 | 2.26% | 1.93% | 63 | -4,548 | -0.97% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 455,037 | 38,846 | 0.02% | 0.02% | 64 | +85,476 | 23.13% | Q4 2025 | Feb 10, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 447,394 | 38,194 | 8.05% | 7.96% | 65 | -16,287 | -3.51% | Q4 2025 | Jan 14, 2026 |
| Bangor Savings Bank | History | Added to | 439,063 | 37,482 | 3.02% | 2.78% | 66 | +2,535 | 0.58% | Q4 2025 | Jan 16, 2026 |
| SNS Financial Group, LLC | History | Reduced | 422,954 | 36,107 | 3.11% | 2.91% | 67 | -14,990 | -3.42% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 416,926 | 35,593 | 0.09% | 0.12% | 68 | -138,518 | -24.94% | Q4 2025 | Feb 05, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 398,731 | 34,039 | 5.23% | 4.73% | 69 | +12,089 | 3.13% | Q4 2025 | Jan 12, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 386,065 | 32,958 | 6.65% | 5.57% | 70 | +17,271 | 4.68% | Q4 2025 | Feb 12, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 380,810 | 32,509 | 0.49% | 0.53% | 71 | -107,583 | -22.03% | Q4 2025 | Jan 05, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 319,431 | 32,128 | 6.73% | 7.68% | 72 | -39,284 | -10.95% | Q4 2025 | Feb 13, 2026 |
| Verde Servicos Internacionais S.A. | History | New | 366,337 | 31,274 | 10.03% | — | 73 | +366,337 | New | Q4 2025 | Feb 06, 2026 |
| Fullerton Fund Management Co Ltd. | History | Reduced | 364,751 | 31,138 | 1.36% | 1.64% | 74 | -189,402 | -34.18% | Q4 2025 | Feb 17, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 353,898 | 30,212 | 0.44% | 0.28% | 75 | +102,141 | 40.57% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 353,855 | 30,208 | 0.07% | 0.0% | 76 | +332,515 | 1558.18% | Q4 2025 | Jan 30, 2026 |
| Mariner, LLC | History | Added to | 348,473 | 29,749 | 0.04% | 0.03% | 77 | +17,423 | 5.26% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 346,996 | 29,623 | 0.04% | 0.04% | 78 | +5,077 | 1.48% | Q4 2025 | Mar 09, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 331,035 | 28,260 | 0.04% | 0.04% | 79 | -28,453 | -7.91% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 330,650 | 28,227 | 0.16% | 0.12% | 80 | +89,313 | 37.01% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 303,017 | 25,868 | 0.03% | 0.03% | 81 | +4,392 | 1.47% | Q4 2025 | Feb 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 302,700 | 25,841 | 0.07% | 0.06% | 82 | +55,000 | 22.2% | Q4 2025 | Jan 26, 2026 |
| Austin Wealth Management, LLC | History | Added to | 286,479 | 25,376 | 3.75% | 3.53% | 83 | +9,720 | 3.51% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 272,701 | 24,259 | 0.03% | 0.03% | 84 | -9,944 | -3.52% | Q4 2025 | Jan 08, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 277,224 | 23,666 | 9.14% | 7.99% | 85 | +32,009 | 13.05% | Q4 2025 | Feb 04, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 276,600 | 23,613 | 0.4% | — | 86 | +276,600 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 264,126 | 22,548 | 0.05% | 0.05% | 87 | +15,944 | 6.42% | Q4 2025 | Feb 13, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 262,000 | 22,366 | 0.03% | 0.03% | 88 | +57,400 | 28.05% | Q4 2025 | Feb 13, 2026 |
| NavPoint Financial, Inc. | History | Added to | 255,101 | 21,777 | 9.31% | 10.17% | 89 | +1,541 | 0.61% | Q4 2025 | Jan 20, 2026 |
| Composition Wealth, LLC | History | Reduced | 250,874 | 21,417 | 0.31% | 0.29% | 90 | -766 | -0.3% | Q4 2025 | Feb 02, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 240,000 | 20,488 | 3.94% | — | 91 | +240,000 | New | Q4 2025 | Feb 13, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 234,992 | 20,061 | 3.32% | 3.14% | 92 | -31,865 | -11.94% | Q4 2025 | Feb 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 229,977 | 19,632 | 1.65% | 1.71% | 93 | -27,956 | -10.84% | Q4 2025 | Feb 03, 2026 |
| Piedmont Capital Management, LLC | History | Reduced | 228,164 | 19,478 | 9.94% | 9.56% | 94 | -8,187 | -3.46% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 222,241 | 19,103 | 0.1% | 0.1% | 95 | +10,718 | 5.07% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 220,100 | 18,789 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Timber Creek Capital Management LLC | History | Reduced | 217,761 | 18,590 | 4.32% | 4.14% | 97 | -6,378 | -2.85% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 212,595 | 18,149 | 0.63% | 0.58% | 98 | +3,707 | 1.77% | Q4 2025 | Jan 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 211,374 | 18,044 | 0.47% | 0.28% | 99 | +82,245 | 63.69% | Q4 2025 | Feb 13, 2026 |
| ALTFEST L J & CO INC | History | Added to | 209,138 | 17,854 | 1.95% | 1.77% | 100 | +1,750 | 0.84% | Q4 2025 | Jan 23, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 206,200 | 17,603 | 1.35% | 1.2% | 101 | +17,000 | 8.99% | Q4 2025 | Jan 29, 2026 |
| MEDICI CAPITAL LLC | History | No change | 204,026 | 17,417 | 13.96% | 11.23% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 202,090 | 17,252 | 0.2% | 0.18% | 103 | -1,832 | -0.9% | Q4 2025 | Jan 20, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Reduced | 200,788 | 17,141 | 7.7% | 9.15% | 104 | -48,545 | -19.47% | Q4 2025 | Jan 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 198,956 | 16,984 | 0.06% | 0.07% | 105 | +5,434 | 2.81% | Q4 2025 | Feb 18, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 192,990 | 16,475 | 4.71% | 4.52% | 106 | -5,139 | -2.59% | Q4 2025 | Jan 29, 2026 |
| Encompass More Asset Management | History | Reduced | 191,999 | 16,390 | 3.02% | 2.83% | 107 | -1,021 | -0.53% | Q4 2025 | Feb 03, 2026 |
| Penserra Capital Management LLC | History | Reduced | 190,959 | 16,302 | 0.19% | 0.22% | 108 | -46,026 | -19.42% | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 184,819 | 15,989 | 0.39% | 0.31% | 109 | +27,051 | 17.15% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 183,346 | 15,652 | 1.18% | 1.13% | 110 | +4,086 | 2.28% | Q4 2025 | Jan 07, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 178,128 | 15,206 | 3.56% | 0.17% | 111 | +170,276 | 2168.57% | Q4 2025 | Feb 10, 2026 |
| Quent Capital, LLC | History | Added to | 176,274 | 15,048 | 1.09% | 1.05% | 112 | +12,046 | 7.33% | Q4 2025 | Jan 29, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | Added to | 173,877 | 14,844 | 7.98% | 7.25% | 113 | +3,251 | 1.91% | Q4 2025 | Jan 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 172,716 | 14,744 | 0.29% | 0.25% | 114 | +14,088 | 8.88% | Q4 2025 | Jan 14, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 170,329 | 14,540 | 2.58% | 2.78% | 115 | -25,762 | -13.14% | Q4 2025 | Feb 17, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 166,254 | 14,193 | 1.59% | 0.93% | 116 | +65,929 | 65.72% | Q4 2025 | Jan 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 162,389 | 13,863 | 0.0% | 0.0% | 117 | +2,510 | 1.57% | Q4 2025 | Feb 17, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 171,821 | 13,830 | 1.93% | 2.36% | 118 | -50,763 | -22.81% | Q4 2025 | Jan 26, 2026 |
| McAlvany Wealth Management LLC | History | New | 161,505 | 13,787 | 10.54% | — | 119 | +161,505 | New | Q4 2025 | Mar 25, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 161,119 | 13,754 | 0.06% | 0.05% | 120 | +8,599 | 5.64% | Q4 2025 | Feb 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 160,690 | 13,718 | 1.0% | 1.01% | 121 | -6,988 | -4.17% | Q4 2025 | Feb 10, 2026 |
| New Perspectives, Inc | History | Added to | 159,511 | 13,617 | 4.72% | 5.4% | 122 | +1,708 | 1.08% | Q4 2025 | Jan 28, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 159,072 | 13,579 | 1.72% | 1.6% | 123 | +6,425 | 4.21% | Q4 2025 | Feb 03, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 157,581 | 13,452 | 7.88% | 7.2% | 124 | -3,914 | -2.42% | Q4 2025 | Feb 12, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 156,156 | 13,331 | 6.51% | 6.3% | 125 | -9,722 | -5.86% | Q4 2025 | Feb 13, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 145,146 | 12,391 | 6.12% | 5.71% | 126 | -420 | -0.29% | Q4 2025 | Jan 23, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 144,578 | 12,342 | 8.21% | — | 127 | +144,578 | New | Q4 2025 | Jan 29, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 142,920 | 12,201 | 0.91% | 0.9% | 128 | -12,683 | -8.15% | Q4 2025 | Jan 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 142,121 | 12,133 | 0.1% | 0.06% | 129 | +36,549 | 34.62% | Q4 2025 | Jan 05, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 139,117 | 11,876 | 2.46% | — | 130 | +139,117 | New | Q4 2025 | Feb 12, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 133,261 | 11,376 | 2.97% | 2.77% | 131 | -1,531 | -1.14% | Q4 2025 | Jan 27, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 132,589 | 11,319 | 2.64% | 2.51% | 132 | -3,213 | -2.37% | Q4 2025 | Jan 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 132,339 | 11,297 | 0.01% | 0.0% | 134 | +66,314 | 100.44% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 132,335 | 11,297 | 0.02% | 0.02% | 133 | -21,664 | -14.07% | Q4 2025 | Feb 02, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 131,780 | 11,250 | 4.01% | 4.18% | 135 | -9,713 | -6.86% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 131,546 | 11,230 | 1.9% | 1.75% | 136 | -2,047 | -1.53% | Q4 2025 | Jan 27, 2026 |
| Accretive Wealth Partners, LLC | History | Reduced | 128,490 | 10,969 | 3.26% | 3.04% | 137 | -1,931 | -1.48% | Q4 2025 | Jan 28, 2026 |
| KWB Wealth | History | Added to | 127,227 | 10,861 | 1.03% | 0.61% | 138 | +43,349 | 51.68% | Q4 2025 | Jan 12, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 126,126 | 10,767 | 0.68% | 0.02% | 139 | +122,483 | 3362.15% | Q4 2025 | Jan 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 125,309 | 10,697 | 1.49% | 1.36% | 140 | +12,696 | 11.27% | Q4 2025 | Jan 21, 2026 |
| StoneX Group Inc. | History | Added to | 124,169 | 10,662 | 0.46% | 0.39% | 141 | +6,727 | 5.73% | Q4 2025 | Feb 12, 2026 |
| Tidemark, LLC | History | Added to | 120,980 | 10,328 | 2.94% | 2.14% | 142 | +25,053 | 26.12% | Q4 2025 | Feb 10, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 119,381 | 10,191 | 1.45% | 1.32% | 143 | -960 | -0.8% | Q4 2025 | Jan 14, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 115,886 | 9,894 | 1.49% | 1.34% | 144 | +1,241 | 1.08% | Q4 2025 | Jan 27, 2026 |
| Napier Financial, LLC | History | New | 115,535 | 9,863 | 2.46% | — | 145 | +115,535 | New | Q4 2025 | Feb 11, 2026 |
| Hudson Capital Management LLC | History | Reduced | 114,641 | 9,786 | 2.46% | 2.47% | 146 | -7,019 | -5.77% | Q4 2025 | Jan 21, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 113,109 | 9,656 | 1.18% | 0.72% | 147 | +14,734 | 14.98% | Q4 2025 | Jan 09, 2026 |
| RM Financial Services, LLC | History | New | 112,169 | 9,575 | 8.5% | — | 148 | +112,169 | New | Q4 2025 | Feb 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 110,097 | 9,388 | 0.03% | 0.02% | 149 | -2,290 | -2.04% | Q4 2025 | Feb 13, 2026 |
| AIFG Consultants Ltd. | History | Reduced | 109,299 | 9,330 | 16.02% | 15.41% | 150 | -5,075 | -4.44% | Q4 2025 | Feb 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 106,292 | 9,074 | 0.22% | 0.17% | 151 | +14,794 | 16.17% | Q4 2025 | Feb 13, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 105,610 | 9,015 | 5.58% | 5.68% | 152 | -2,953 | -2.72% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Added to | 103,105 | 8,802 | 0.43% | 0.3% | 153 | +6,985 | 7.27% | Q4 2025 | Jan 27, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 102,029 | 8,710 | 0.65% | 0.49% | 154 | +1,371 | 1.36% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Reduced | 102,022 | 8,709 | 1.09% | 1.1% | 155 | -3,364 | -3.19% | Q4 2025 | Jan 08, 2026 |
| Purus Wealth Management, LLC | History | Added to | 101,195 | 8,638 | 2.69% | 2.43% | 156 | +1,695 | 1.7% | Q4 2025 | Jan 27, 2026 |
| Wilkerson Advisory Group LLC | History | New | 101,094 | 8,630 | 3.04% | — | 157 | +101,094 | New | Q4 2025 | Feb 13, 2026 |
| Avos Capital Management, LLC | History | Reduced | 100,966 | 8,619 | 3.77% | 3.95% | 158 | -9,675 | -8.74% | Q4 2025 | Feb 13, 2026 |
| Kraft, Davis & Associates, LLC | History | New | 94,685 | 8,593 | 1.93% | — | 159 | +94,685 | New | Q4 2025 | Jan 14, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Reduced | 100,303 | 8,562 | 1.03% | 1.01% | 160 | -6,713 | -6.27% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 99,851 | 8,524 | 0.06% | — | 161 | +99,851 | New | Q4 2025 | Feb 18, 2026 |
| Zhang Financial LLC | History | Reduced | 98,084 | 8,373 | 0.31% | 0.32% | 162 | -6,429 | -6.15% | Q4 2025 | Feb 10, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 97,424 | 8,317 | 2.05% | 1.58% | 163 | +5,948 | 6.5% | Q4 2025 | Jan 08, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 96,619 | 8,248 | 1.02% | 0.86% | 164 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 95,584 | 8,160 | 0.54% | 0.49% | 165 | +1 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Chatterton & Associates Inc. | History | New | 95,051 | 8,114 | 6.95% | — | 166 | +95,051 | New | Q4 2025 | Jan 20, 2026 |
| AMJ Financial Wealth Management | History | Reduced | 94,851 | 8,097 | 1.91% | 1.92% | 167 | -10,633 | -10.08% | Q4 2025 | Feb 05, 2026 |
| KPP Advisory Services LLC | History | Added to | 94,388 | 8,057 | 1.17% | 0.48% | 168 | +51,840 | 121.84% | Q4 2025 | Feb 02, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 93,354 | 7,969 | 0.25% | 0.26% | 169 | -11,348 | -10.84% | Q4 2025 | Jan 06, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 92,679 | 7,912 | 1.53% | 1.45% | 170 | +3,970 | 4.48% | Q4 2025 | Feb 13, 2026 |
| Detalus Advisors, LLC | History | Added to | 91,889 | 7,844 | 1.91% | 1.8% | 171 | +886 | 0.97% | Q4 2025 | Feb 03, 2026 |
| Lido Advisors, LLC | History | Reduced | 94,510 | 7,821 | 0.02% | 0.03% | 172 | -12,685 | -11.83% | Q4 2025 | Feb 10, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 91,476 | 7,809 | 1.09% | 1.05% | 173 | -4,931 | -5.11% | Q4 2025 | Jan 29, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 91,213 | 7,786 | 0.78% | 0.72% | 174 | +622 | 0.69% | Q4 2025 | Jan 27, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 90,566 | 7,731 | 0.94% | 0.89% | 175 | -2,057 | -2.22% | Q4 2025 | Feb 02, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 90,406 | 7,717 | 0.9% | 0.81% | 176 | +1,263 | 1.42% | Q4 2025 | Jan 15, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 90,183 | 7,698 | 3.05% | 3.22% | 177 | -4,248 | -4.5% | Q4 2025 | Feb 02, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 89,712 | 7,658 | 0.01% | 1.24% | 178 | +86,217 | 2466.87% | Q4 2025 | Feb 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 88,961 | 7,594 | 0.28% | 0.21% | 179 | +29,713 | 50.15% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 88,670 | 7,570 | 0.02% | 0.02% | 180 | +4,192 | 4.96% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 88,495 | 7,554 | 0.36% | 0.44% | 181 | -32,051 | -26.59% | Q4 2025 | Jan 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 87,371 | 7,458 | 0.11% | 0.07% | 182 | +23,444 | 36.67% | Q4 2025 | Feb 17, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | New | 87,251 | 7,448 | 1.61% | — | 183 | +87,251 | New | Q4 2025 | Feb 02, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 86,793 | 7,409 | 0.05% | 0.04% | 184 | +8,419 | 10.74% | Q4 2025 | Feb 13, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Reduced | 86,468 | 7,381 | 9.51% | 9.02% | 185 | -1,379 | -1.57% | Q4 2025 | Jan 21, 2026 |
| Glenview Trust Co | History | Added to | 86,225 | 7,361 | 0.11% | 0.1% | 186 | +2,125 | 2.53% | Q4 2025 | Feb 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 86,163 | 7,355 | 0.61% | 0.62% | 187 | -10,963 | -11.29% | Q4 2025 | Feb 13, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 84,788 | 7,238 | 3.42% | 3.1% | 188 | +1,954 | 2.36% | Q4 2025 | Jan 23, 2026 |
| Brookstone Capital Management | History | Added to | 84,302 | 7,196 | 0.08% | 0.06% | 189 | +21,937 | 35.18% | Q4 2025 | Jan 15, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 83,647 | 7,140 | 0.64% | — | 190 | +83,647 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 81,670 | 6,972 | 0.03% | 0.02% | 191 | +6,330 | 8.4% | Q4 2025 | Jan 29, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 81,256 | 6,936 | 2.84% | 2.61% | 192 | +5,034 | 6.6% | Q4 2025 | Jan 26, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 80,735 | 6,892 | 0.39% | 0.38% | 193 | -6,404 | -7.35% | Q4 2025 | Jan 29, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 79,945 | 6,824 | 0.38% | — | 194 | +79,945 | New | Q4 2025 | Feb 04, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 77,671 | 6,630 | 0.04% | 0.06% | 195 | -44,137 | -36.23% | Q4 2025 | Feb 17, 2026 |
| ENTREWEALTH, LLC | History | Added to | 67,258 | 6,595 | 2.97% | 2.55% | 196 | +2,447 | 3.78% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 76,657 | 6,544 | 2.02% | 1.87% | 197 | +363 | 0.48% | Q4 2025 | Jan 30, 2026 |
| PALLADIEM, LLC | History | New | 75,597 | 6,488 | 6.15% | — | 198 | +75,597 | New | Q4 2025 | Feb 11, 2026 |
| Team Financial Group, LLC | History | Reduced | 75,012 | 6,403 | 2.9% | 3.05% | 199 | -11,021 | -12.81% | Q4 2025 | Jan 13, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 74,215 | 6,335 | 3.86% | 3.78% | 200 | -4,596 | -5.83% | Q4 2025 | Jan 22, 2026 |
| Integrated Advisors Network LLC | History | Added to | 74,162 | 6,331 | 0.28% | 0.23% | 201 | +3,974 | 5.66% | Q4 2025 | Feb 17, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 73,802 | 6,300 | 0.64% | 0.48% | 202 | +13,403 | 22.19% | Q4 2025 | Feb 17, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 73,794 | 6,299 | 0.7% | 0.61% | 203 | +1,598 | 2.21% | Q4 2025 | Feb 03, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 73,518 | 6,276 | 0.23% | 0.63% | 204 | -53,173 | -41.97% | Q4 2025 | Feb 04, 2026 |
| JNBA Financial Advisors | History | Reduced | 73,143 | 6,244 | 0.55% | 0.56% | 205 | -7,221 | -8.99% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 73,033 | 6,234 | 0.0% | 0.0% | 206 | +16,191 | 28.48% | Q4 2025 | Feb 17, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 64,549 | 6,167 | 0.8% | 1.04% | 207 | -32,032 | -33.17% | Q4 2025 | Jan 23, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Reduced | 72,210 | 6,164 | 3.45% | 3.31% | 208 | -972 | -1.33% | Q4 2025 | Mar 05, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 71,816 | 6,130 | 3.91% | 4.06% | 209 | -9,198 | -11.35% | Q4 2025 | Feb 11, 2026 |
| Lynx Investment Advisory | History | Added to | 69,650 | 5,946 | 3.24% | 3.17% | 210 | +222 | 0.32% | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 69,562 | 5,938 | 0.07% | 0.06% | 211 | +5,553 | 8.68% | Q4 2025 | Jan 29, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 69,466 | 5,926 | 0.04% | 0.04% | 212 | -1,088 | -1.54% | Q4 2025 | Jan 27, 2026 |
| Seven Post Investment Office LP | History | Added to | 69,111 | 5,900 | 2.11% | 1.89% | 213 | +286 | 0.42% | Q4 2025 | Jan 29, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 68,594 | 5,855 | 0.11% | 0.1% | 214 | -257 | -0.37% | Q4 2025 | Feb 10, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 68,417 | 5,840 | 0.33% | 0.32% | 215 | -1,196 | -1.72% | Q4 2025 | Feb 10, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 67,891 | 5,795 | 1.92% | 1.74% | 216 | +880 | 1.31% | Q4 2025 | Feb 19, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 66,900 | 5,711 | 0.02% | 0.01% | 217 | +29,700 | 79.84% | Q4 2025 | Feb 17, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 66,353 | 5,664 | 0.33% | 0.3% | 218 | -175 | -0.26% | Q4 2025 | Jan 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 66,109 | 5,643 | 0.07% | 0.07% | 219 | +999 | 1.53% | Q4 2025 | Feb 10, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 66,022 | 5,636 | 2.32% | 2.09% | 220 | +4,243 | 6.87% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 65,787 | 5,616 | 0.0% | 0.0% | 221 | +13,704 | 26.31% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 65,779 | 5,615 | 0.01% | 0.01% | 222 | +10,365 | 18.7% | Q4 2025 | Feb 18, 2026 |
| Fortis Advisors, LLC | History | Reduced | 65,605 | 5,600 | 3.04% | 2.91% | 223 | -2,006 | -2.97% | Q4 2025 | Feb 10, 2026 |
| Sankala Group LLC | History | New | 52,034 | 5,418 | 4.33% | — | 224 | +52,034 | New | Q4 2025 | Mar 02, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 63,124 | 5,388 | 4.97% | — | 225 | +63,124 | New | Q4 2025 | Feb 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 60,740 | 5,185 | 0.11% | 0.1% | 226 | +3,009 | 5.21% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 60,602 | 5,173 | 0.24% | 0.3% | 227 | -28,105 | -31.68% | Q4 2025 | Jan 21, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 60,535 | 5,167 | 0.49% | 0.41% | 228 | +4,435 | 7.91% | Q4 2025 | Jan 29, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 60,115 | 5,132 | 0.62% | 0.56% | 229 | +235 | 0.39% | Q4 2025 | Jan 21, 2026 |
| AMG National Trust Bank | History | Added to | 59,683 | 5,095 | 0.12% | 0.09% | 230 | +10,520 | 21.4% | Q4 2025 | Jan 30, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 59,392 | 5,070 | 4.04% | 3.9% | 231 | -225 | -0.38% | Q4 2025 | Jan 21, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 59,185 | 5,052 | 2.84% | 2.84% | 232 | -3,926 | -6.22% | Q4 2025 | Feb 10, 2026 |
| Aureum Wealth Management, LLC | History | New | 58,465 | 4,991 | 4.63% | — | 233 | +58,465 | New | Q4 2025 | Jan 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 58,206 | 4,969 | 0.04% | 0.02% | 234 | +16,833 | 40.69% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 56,992 | 4,865 | 0.06% | 0.06% | 235 | -3,414 | -5.65% | Q4 2025 | Jan 21, 2026 |
| NDVR, Inc. | History | Reduced | 56,736 | 4,843 | 4.02% | 4.0% | 236 | -6,000 | -9.56% | Q4 2025 | Feb 12, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 56,300 | 4,806 | 0.1% | 0.1% | 237 | -7,100 | -11.2% | Q4 2025 | Feb 10, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 56,220 | 4,799 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 55,840 | 4,767 | 0.05% | 0.05% | 239 | -17 | -0.03% | Q4 2025 | Feb 05, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 55,657 | 4,751 | 1.43% | 1.26% | 240 | +2,486 | 4.68% | Q4 2025 | Jan 28, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 55,428 | 4,731 | 0.48% | 0.33% | 241 | +14,340 | 34.9% | Q4 2025 | Jan 20, 2026 |
| CI INVESTMENTS INC. | History | Added to | 55,034 | 4,698 | 0.02% | 0.01% | 242 | +7,500 | 15.78% | Q4 2025 | Feb 12, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 55,038 | 4,698 | 0.37% | 0.35% | 243 | +401 | 0.73% | Q4 2025 | Feb 04, 2026 |
| DeDora Capital, Inc. | History | Added to | 54,664 | 4,666 | 1.1% | 0.21% | 244 | +43,029 | 369.82% | Q4 2025 | Jan 22, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 54,638 | 4,664 | 1.44% | 1.42% | 245 | -3,129 | -5.42% | Q4 2025 | Feb 12, 2026 |
| GeoWealth Management, LLC | History | New | 54,347 | 4,639 | 0.17% | — | 246 | +54,347 | New | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 53,842 | 4,596 | 0.02% | 0.02% | 247 | -4,456 | -7.64% | Q4 2025 | Feb 12, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 53,625 | 4,577 | 0.96% | 0.94% | 248 | -3,222 | -5.67% | Q4 2025 | Jan 12, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 53,459 | 4,563 | 5.8% | — | 249 | +53,459 | New | Q4 2025 | Feb 11, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Reduced | 53,400 | 4,558 | 0.49% | 0.51% | 250 | -10,650 | -16.63% | Q4 2025 | Feb 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 53,314 | 4,551 | 0.02% | 0.02% | 251 | +2,967 | 5.89% | Q4 2025 | Feb 12, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 53,254 | 4,546 | 1.87% | 1.67% | 252 | +1,397 | 2.69% | Q4 2025 | Jan 12, 2026 |
| Joseph Group Capital Management | History | Reduced | 52,891 | 4,515 | 1.19% | 1.28% | 253 | -6,304 | -10.65% | Q4 2025 | Jan 30, 2026 |
| American Trust | History | Reduced | 52,282 | 4,463 | 0.38% | 0.36% | 254 | -3,518 | -6.3% | Q4 2025 | Feb 17, 2026 |
| Patten Group, Inc. | History | Added to | 51,935 | 4,433 | 0.82% | 0.73% | 255 | +2,549 | 5.16% | Q4 2025 | Jan 23, 2026 |
| Bridgewater Advisors Inc. | History | No change | 45,958 | 4,390 | 0.28% | 0.25% | 256 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Apella Capital, LLC | History | Reduced | 50,518 | 4,312 | 0.09% | 0.1% | 257 | -2,718 | -5.11% | Q4 2025 | Jan 21, 2026 |
| Forbes Financial Planning, Inc. | History | New | 50,379 | 4,301 | 2.51% | — | 258 | +50,379 | New | Q4 2025 | Jan 26, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 50,000 | 4,268 | 0.01% | 0.01% | 259 | -3,400 | -6.37% | Q4 2025 | Feb 10, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 49,761 | 4,248 | 0.05% | 0.05% | 260 | -6,319 | -11.27% | Q4 2025 | Feb 12, 2026 |
| Jacobi Capital Management LLC | History | New | 49,413 | 4,218 | 0.24% | — | 261 | +49,413 | New | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 48,980 | 4,207 | 0.05% | 0.05% | 262 | +948 | 1.97% | Q4 2025 | Jan 23, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 49,164 | 4,197 | 0.54% | 0.49% | 263 | +1,657 | 3.49% | Q4 2025 | Feb 05, 2026 |
| Marex Group plc | History | Added to | 48,989 | 4,182 | 0.03% | 0.02% | 264 | +6,047 | 14.08% | Q4 2025 | Feb 12, 2026 |
| Churchill Financial Advisors, LLC | History | New | 48,907 | 4,175 | 1.28% | — | 265 | +48,907 | New | Q4 2025 | Feb 09, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 47,133 | 4,023 | 0.9% | 0.95% | 266 | -870 | -1.81% | Q4 2025 | Feb 09, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 46,484 | 3,968 | 0.53% | 1.03% | 267 | -51,383 | -52.5% | Q4 2025 | Jan 21, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 46,367 | 3,958 | 0.01% | 0.0% | 268 | +44,419 | 2280.24% | Q4 2025 | Feb 11, 2026 |
| Shira Ridge Wealth Management | History | Added to | 45,235 | 3,861 | 1.55% | 1.41% | 269 | +1,647 | 3.78% | Q4 2025 | Jan 12, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 44,418 | 3,791 | 0.46% | 0.44% | 270 | -1,100 | -2.42% | Q4 2025 | Jan 13, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 44,104 | 3,765 | 0.87% | 0.65% | 271 | -34 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 43,950 | 3,752 | 0.03% | 0.04% | 272 | -9,245 | -17.38% | Q4 2025 | Jan 26, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 43,384 | 3,703 | 0.09% | 0.07% | 273 | +6,681 | 18.2% | Q4 2025 | Jan 29, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 43,029 | 3,673 | 1.45% | 1.29% | 274 | +1,627 | 3.93% | Q4 2025 | Jan 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 42,245 | 3,606 | 0.08% | 0.07% | 275 | +3,317 | 8.52% | Q4 2025 | Feb 02, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 41,887 | 3,575 | 0.57% | 0.59% | 276 | -4,507 | -9.71% | Q4 2025 | Feb 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 41,798 | 3,568 | 0.03% | 0.04% | 277 | -23,835 | -36.32% | Q4 2025 | Feb 18, 2026 |
| Graetz Wealth LLC | History | New | 40,922 | 3,493 | 3.18% | — | 278 | +40,922 | New | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 40,868 | 3,488 | 0.02% | 0.02% | 279 | -1,264 | -3.0% | Q4 2025 | Feb 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 40,552 | 3,461 | 0.04% | 0.04% | 280 | +820 | 2.06% | Q4 2025 | Jan 26, 2026 |
| American National Bank of Texas | History | Reduced | 39,707 | 3,389 | 3.26% | 3.29% | 281 | -5,981 | -13.09% | Q4 2025 | Jan 08, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 33,484 | 3,367 | 1.64% | 1.39% | 282 | +217 | 0.65% | Q4 2025 | Feb 10, 2026 |
| Paul R. Ried Financial Group, LLC | History | Reduced | 39,274 | 3,352 | 1.58% | 1.72% | 283 | -5,191 | -11.67% | Q4 2025 | Feb 06, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 38,950 | 3,325 | 0.71% | 0.61% | 284 | +2,525 | 6.93% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | Added to | 37,817 | 3,228 | 0.07% | 0.07% | 285 | +3,662 | 10.72% | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 37,130 | 3,169 | 0.15% | 0.1% | 286 | +12,599 | 51.36% | Q4 2025 | Feb 05, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 36,862 | 3,146 | 0.39% | 0.37% | 287 | +179 | 0.49% | Q4 2025 | Feb 13, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 36,806 | 3,142 | 2.16% | 1.89% | 288 | +643 | 1.78% | Q4 2025 | Jan 26, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 36,625 | 3,126 | 1.42% | 1.55% | 289 | -5,823 | -13.72% | Q4 2025 | Jan 12, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 35,804 | 3,056 | 0.21% | 0.2% | 290 | -1,643 | -4.39% | Q4 2025 | Feb 10, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 35,673 | 3,045 | 1.18% | 3.23% | 291 | -69,930 | -66.22% | Q4 2025 | Feb 17, 2026 |
| Daviman Financial, LLC | History | New | 35,370 | 3,019 | 1.77% | — | 292 | +35,370 | New | Q4 2025 | Feb 06, 2026 |
| WBH ADVISORY INC | History | Reduced | 35,016 | 2,989 | 0.22% | 0.22% | 293 | -2,489 | -6.64% | Q4 2025 | Jan 26, 2026 |
| Gotham Asset Management, LLC | History | Added to | 34,823 | 2,972 | 0.01% | 0.01% | 294 | +766 | 2.25% | Q4 2025 | Feb 17, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 34,554 | 2,949 | 1.64% | — | 295 | +34,554 | New | Q4 2025 | Feb 17, 2026 |
| WFA of San Diego, LLC | History | Reduced | 34,011 | 2,903 | 2.12% | 1.82% | 296 | -822 | -2.36% | Q4 2025 | Feb 17, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 33,663 | 2,873 | 2.53% | — | 297 | +33,663 | New | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 33,167 | 2,831 | 0.0% | — | 298 | +33,167 | New | Q4 2025 | Feb 17, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 32,980 | 2,815 | 1.62% | — | 299 | +32,980 | New | Q4 2025 | Jan 15, 2026 |
| Vantage Point Financial LLC | History | Added to | 32,671 | 2,789 | 1.0% | 0.79% | 300 | +5,925 | 22.15% | Q4 2025 | Feb 02, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 32,510 | 2,775 | 0.58% | 0.5% | 301 | +2,732 | 9.17% | Q4 2025 | Jan 29, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 32,398 | 2,765 | 0.97% | 0.79% | 302 | +6,746 | 26.3% | Q4 2025 | Feb 09, 2026 |
| Leo Wealth, LLC | History | Added to | 32,381 | 2,764 | 0.2% | 0.28% | 303 | +3,968 | 13.97% | Q4 2025 | Jan 21, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 32,341 | 2,760 | 1.89% | 1.71% | 304 | +622 | 1.96% | Q4 2025 | Feb 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 30,282 | 2,759 | 0.23% | 0.23% | 305 | -3,019 | -9.07% | Q4 2025 | Jan 20, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 32,207 | 2,749 | 0.04% | — | 306 | +32,207 | New | Q4 2025 | Jan 30, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 31,829 | 2,717 | 0.02% | 0.0% | 307 | +21,499 | 208.12% | Q4 2025 | Feb 13, 2026 |
| Headlands Technologies LLC | History | Added to | 30,543 | 2,607 | 0.22% | 0.16% | 308 | +4,718 | 18.27% | Q4 2025 | Feb 13, 2026 |
| Choate Investment Advisors | History | Added to | 30,521 | 2,605 | 0.05% | 0.04% | 309 | +4,096 | 15.5% | Q4 2025 | Feb 09, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 30,348 | 2,590 | 1.81% | 1.61% | 310 | -18,317 | -37.64% | Q4 2025 | Feb 06, 2026 |
| Rakuten Securities, Inc. | History | Added to | 29,924 | 2,554 | 0.83% | 0.48% | 311 | +12,738 | 74.12% | Q4 2025 | Jan 29, 2026 |
| FORBES J M & CO LLP | History | Added to | 29,211 | 2,493 | 0.2% | 0.18% | 312 | +500 | 1.74% | Q4 2025 | Jan 21, 2026 |
| Focus Financial Network, Inc. | History | Added to | 28,968 | 2,472 | 0.09% | 0.08% | 313 | +99 | 0.34% | Q4 2025 | Jan 12, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 28,604 | 2,441 | 0.15% | 0.13% | 314 | -568 | -1.95% | Q4 2025 | Jan 30, 2026 |
| PDS Planning, Inc | History | Added to | 28,495 | 2,432 | 0.16% | 0.15% | 315 | +235 | 0.83% | Q4 2025 | Jan 26, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 28,295 | 2,415 | 1.62% | 1.47% | 316 | +162 | 0.58% | Q4 2025 | Feb 11, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 27,818 | 2,374 | 0.61% | 0.62% | 317 | -2,402 | -7.95% | Q4 2025 | Feb 06, 2026 |
| RCW Management, LLC | History | New | 27,597 | 2,355 | 2.38% | — | 318 | +27,597 | New | Q4 2025 | Jan 30, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 27,437 | 2,342 | 0.07% | 0.08% | 320 | +10,220 | 59.36% | Q4 2025 | Feb 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 27,438 | 2,342 | 0.05% | 0.05% | 319 | -5,771 | -17.38% | Q4 2025 | Feb 05, 2026 |
| Caitlin John, LLC | History | Added to | 27,107 | 2,314 | 1.52% | 1.04% | 321 | +7,528 | 38.45% | Q4 2025 | Feb 18, 2026 |
| Larson Financial Group LLC | History | Added to | 26,623 | 2,272 | 0.08% | 0.01% | 322 | +21,647 | 435.03% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 25,500 | 2,268 | 0.05% | 0.04% | 323 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AA Financial Advisors, LLC | History | New | 26,501 | 2,262 | 0.42% | — | 324 | +26,501 | New | Q4 2025 | Jan 14, 2026 |
| Brown Financial Advisors | History | Reduced | 26,480 | 2,260 | 0.83% | 0.78% | 325 | -1,171 | -4.23% | Q4 2025 | Feb 17, 2026 |
| Maia Wealth LLC | History | Reduced | 23,157 | 2,252 | 0.38% | 0.42% | 326 | -7,157 | -23.61% | Q4 2025 | Feb 17, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 26,193 | 2,236 | 0.12% | 0.06% | 327 | +12,337 | 89.04% | Q4 2025 | Jan 23, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 25,976 | 2,217 | 0.57% | 0.52% | 328 | +120 | 0.46% | Q4 2025 | Feb 06, 2026 |
| Visionary Wealth Advisors | History | Reduced | 25,786 | 2,201 | 0.1% | 0.1% | 329 | -3,358 | -11.52% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 25,767 | 2,199 | 0.16% | 0.15% | 330 | -143 | -0.55% | Q4 2025 | Feb 11, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 25,753 | 2,198 | 0.61% | 0.53% | 331 | +1,290 | 5.27% | Q4 2025 | Jan 23, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 25,437 | 2,171 | 0.37% | 0.34% | 332 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 25,340 | 2,163 | 0.02% | 0.01% | 333 | +924 | 3.78% | Q4 2025 | Feb 17, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 24,914 | 2,126 | 0.45% | 0.42% | 334 | +4,093 | 19.66% | Q4 2025 | Feb 02, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 24,853 | 2,122 | 0.13% | 0.27% | 335 | -32,181 | -56.42% | Q4 2025 | Feb 13, 2026 |
| Bravias Capital Group, LLC | History | Added to | 24,773 | 2,114 | 1.28% | 1.11% | 336 | +3,060 | 14.09% | Q4 2025 | Jan 29, 2026 |
| Wealth Management Nebraska | History | Added to | 24,616 | 2,101 | 0.24% | 0.19% | 337 | +3,426 | 16.17% | Q4 2025 | Jan 28, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 24,468 | 2,088 | 0.02% | 0.01% | 338 | +17,808 | 267.39% | Q4 2025 | Feb 13, 2026 |
| Certified Advisory Corp | History | New | 24,211 | 2,066 | 0.19% | — | 339 | +24,211 | New | Q4 2025 | Jan 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 23,350 | 2,057 | 0.21% | 0.24% | 340 | -5,263 | -18.39% | Q4 2025 | Jan 12, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 24,032 | 2,051 | 1.4% | 1.29% | 341 | +803 | 3.46% | Q4 2025 | Jan 29, 2026 |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC | History | Added to | 23,979 | 2,047 | 0.24% | 0.19% | 342 | +4,115 | 20.72% | Q4 2025 | Feb 17, 2026 |
| DV Trading LLC | History | New | 23,846 | 2,035 | 0.06% | — | 343 | +23,846 | New | Q4 2025 | Feb 17, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 23,626 | 2,016 | 0.28% | 0.27% | 344 | -1,500 | -5.97% | Q4 2025 | Feb 04, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 23,390 | 1,996 | 0.25% | 0.26% | 345 | -910 | -3.74% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 23,292 | 1,988 | 0.03% | 0.02% | 346 | +5,184 | 28.63% | Q4 2025 | Jan 22, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 19,853 | 1,986 | 0.67% | 0.64% | 348 | -1,145 | -5.45% | Q4 2025 | Feb 10, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 23,267 | 1,986 | 0.16% | 0.15% | 347 | -473 | -1.99% | Q4 2025 | Feb 17, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 19,066 | 1,975 | 0.45% | 0.46% | 349 | -2,776 | -12.71% | Q4 2025 | Feb 24, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 23,040 | 1,966 | 0.76% | — | 350 | +23,040 | New | Q4 2025 | Feb 06, 2026 |
| Heritage Wealth Advisors | History | Added to | 22,789 | 1,945 | 0.07% | 0.07% | 351 | +814 | 3.7% | Q4 2025 | Feb 13, 2026 |
| Quartz Partners, LLC | History | Added to | 22,675 | 1,935 | 0.72% | 0.58% | 352 | +1,845 | 8.86% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 22,622 | 1,931 | 0.03% | 0.03% | 353 | -6,912 | -23.4% | Q4 2025 | Feb 09, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 22,600 | 1,929 | 0.03% | 0.02% | 354 | +1,700 | 8.13% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 22,470 | 1,918 | 0.0% | 0.0% | 355 | +245 | 1.1% | Q4 2025 | Feb 12, 2026 |
| Q3 Asset Management | History | Added to | 22,458 | 1,917 | 0.44% | 0.52% | 356 | +2,621 | 13.21% | Q4 2025 | Jan 27, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 22,418 | 1,913 | 0.03% | 0.03% | 357 | -84 | -0.37% | Q4 2025 | Feb 17, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 22,389 | 1,911 | 0.6% | 0.11% | 358 | +16,274 | 266.13% | Q4 2025 | Feb 02, 2026 |
| MYECFO, LLC | History | Reduced | 22,323 | 1,905 | 0.81% | 0.79% | 359 | -435 | -1.91% | Q4 2025 | Jan 12, 2026 |
| Apeiron RIA LLC | History | Reduced | 20,776 | 1,903 | 0.39% | 0.45% | 360 | -3,889 | -15.77% | Q4 2025 | Feb 03, 2026 |
| IFG Advisory, LLC | History | Reduced | 22,246 | 1,899 | 0.08% | 0.08% | 361 | -292 | -1.3% | Q4 2025 | Feb 10, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 21,905 | 1,870 | 0.06% | 0.06% | 362 | +3 | 0.01% | Q4 2025 | Feb 12, 2026 |
| Robinson Value Management, Ltd. | History | Added to | 21,899 | 1,869 | 1.01% | 0.97% | 363 | +63 | 0.29% | Q4 2025 | Jan 12, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 21,599 | 1,843 | 0.17% | 0.16% | 364 | -10 | -0.05% | Q4 2025 | Feb 17, 2026 |
| PECAUT & CO. | History | Added to | 21,381 | 1,825 | 0.59% | 0.51% | 365 | +418 | 1.99% | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | Added to | 21,235 | 1,812 | 0.0% | 0.0% | 366 | +4,694 | 28.38% | Q4 2025 | Feb 13, 2026 |
| Welch Group, LLC | History | Added to | 21,040 | 1,796 | 0.07% | 0.05% | 367 | +5,729 | 37.42% | Q4 2025 | Jan 26, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 20,984 | 1,791 | 0.05% | 0.04% | 368 | +696 | 3.43% | Q4 2025 | Feb 03, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 20,936 | 1,787 | 0.05% | 0.05% | 369 | +770 | 3.82% | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | Added to | 20,286 | 1,731 | 0.02% | 0.02% | 370 | +1,659 | 8.91% | Q4 2025 | Feb 09, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 20,100 | 1,715 | 0.06% | 0.06% | 371 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ZEGA Investments, LLC | History | Reduced | 19,931 | 1,701 | 0.2% | 0.22% | 372 | -1,678 | -7.77% | Q4 2025 | Jan 27, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 19,595 | 1,672 | 0.44% | 0.29% | 373 | +6,948 | 54.94% | Q4 2025 | Jan 12, 2026 |
| Petix & Botte Co | History | Added to | 19,500 | 1,664 | 0.38% | 0.34% | 374 | +456 | 2.39% | Q4 2025 | Feb 05, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 19,452 | 1,660 | 0.38% | 0.41% | 375 | -2,113 | -9.8% | Q4 2025 | Jan 21, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 19,024 | 1,624 | 0.68% | 0.5% | 376 | +4,125 | 27.69% | Q4 2025 | Feb 03, 2026 |
| Diligent Investors, LLC | History | Added to | 19,011 | 1,622 | 0.4% | 0.36% | 377 | +300 | 1.6% | Q4 2025 | Jan 23, 2026 |
| EP Wealth Advisors, LLC | History | New | 18,979 | 1,620 | 0.01% | — | 378 | +18,979 | New | Q4 2025 | Feb 18, 2026 |
| InTrack Investment Management Inc | History | Reduced | 18,751 | 1,600 | 0.89% | 0.9% | 379 | -1,010 | -5.11% | Q4 2025 | Jan 14, 2026 |
| MAI Capital Management | History | Reduced | 18,467 | 1,576 | 0.01% | 0.01% | 380 | -659 | -3.45% | Q4 2025 | Feb 13, 2026 |
| Paladin Wealth, LLC | History | Added to | 18,288 | 1,561 | 1.07% | 0.88% | 381 | +2,367 | 14.87% | Q4 2025 | Jan 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 18,128 | 1,547 | 0.01% | 0.01% | 382 | +1,009 | 5.89% | Q4 2025 | Feb 17, 2026 |
| Pathway Financial Advisors LLC | History | No change | 16,965 | 1,509 | 0.19% | 0.17% | 383 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| S. R. Schill & Associates | History | Added to | 17,600 | 1,502 | 1.06% | 0.93% | 384 | +280 | 1.62% | Q4 2025 | Jan 23, 2026 |
| NWAM LLC | History | Reduced | 14,791 | 1,479 | 0.08% | 0.1% | 385 | -6,098 | -29.19% | Q4 2025 | Feb 04, 2026 |
| Kendall Capital Management | History | Added to | 17,245 | 1,472 | 0.31% | 0.29% | 386 | +536 | 3.21% | Q4 2025 | Jan 16, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Reduced | 17,182 | 1,467 | 0.31% | 0.42% | 387 | -8,138 | -32.14% | Q4 2025 | Jan 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 17,177 | 1,466 | 0.0% | 0.0% | 388 | -994 | -5.47% | Q4 2025 | Feb 17, 2026 |
| Caerus Investment Advisors, LLC | History | New | 16,969 | 1,448 | 0.47% | — | 389 | +16,969 | New | Q4 2025 | Feb 12, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 14,474 | 1,448 | 1.26% | — | 390 | +14,474 | New | Q4 2025 | Feb 11, 2026 |
| Redwood Investment Management, LLC | History | Added to | 16,798 | 1,434 | 0.16% | 0.09% | 391 | +6,454 | 62.39% | Q4 2025 | Feb 17, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 16,775 | 1,432 | 1.06% | — | 392 | +16,775 | New | Q4 2025 | Feb 06, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 16,754 | 1,430 | 0.16% | 0.11% | 393 | +5,095 | 43.7% | Q4 2025 | Feb 12, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 16,731 | 1,428 | 0.1% | 0.08% | 394 | +3,146 | 23.16% | Q4 2025 | Jan 16, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 16,701 | 1,425 | 0.05% | 0.04% | 395 | +650 | 4.05% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 16,601 | 1,417 | 0.66% | 0.43% | 396 | +4,332 | 35.31% | Q4 2025 | Jan 14, 2026 |
| Advisor Resource Council | History | New | 15,344 | 1,411 | 0.5% | — | 397 | +15,344 | New | Q4 2025 | Feb 10, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 16,277 | 1,389 | 0.16% | 0.22% | 398 | -281 | -1.7% | Q4 2025 | Feb 13, 2026 |
| WealthPoint Financial, LLC | History | New | 16,141 | 1,377 | 1.2% | — | 399 | +16,141 | New | Q4 2025 | Feb 19, 2026 |
| Copia Wealth Management | History | Added to | 16,061 | 1,371 | 0.98% | 0.85% | 401 | +1,134 | 7.6% | Q4 2025 | Feb 06, 2026 |
| Continuum Advisory, LLC | History | Reduced | 16,061 | 1,371 | 0.14% | 0.14% | 400 | -1,078 | -6.29% | Q4 2025 | Feb 11, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 15,993 | 1,365 | 1.43% | 1.88% | 402 | -19,757 | -55.26% | Q4 2025 | Jan 23, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 13,504 | 1,358 | 0.19% | 0.16% | 403 | +727 | 5.69% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 15,852 | 1,353 | 0.02% | 0.01% | 404 | +1,513 | 10.55% | Q4 2025 | Feb 13, 2026 |
| FRG Family Wealth Advisors LLC | History | New | 15,655 | 1,336 | 0.21% | — | 405 | +15,655 | New | Q4 2025 | Jan 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 15,647 | 1,335 | 0.01% | 0.01% | 406 | +1,707 | 12.25% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 15,540 | 1,334 | 0.05% | 0.06% | 407 | +2,988 | 23.8% | Q4 2025 | Feb 13, 2026 |
| Kera Capital Partners, Inc. | History | New | 13,822 | 1,327 | 0.16% | — | 408 | +13,822 | New | Q4 2025 | Feb 23, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 15,412 | 1,315 | 0.2% | 0.17% | 409 | +796 | 5.45% | Q4 2025 | Feb 12, 2026 |
| Capital Management Associates, Inc | History | Added to | 15,247 | 1,301 | 0.29% | 0.3% | 410 | +592 | 4.04% | Q4 2025 | Jan 21, 2026 |
| First Financial Bank - Trust Division | History | No change | 15,176 | 1,295 | 0.11% | 0.1% | 411 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 15,035 | 1,283 | 0.7% | 0.61% | 412 | +758 | 5.31% | Q4 2025 | Feb 10, 2026 |
| CX Institutional | History | Reduced | 14,996 | 1,280 | 0.04% | 0.04% | 413 | -2,415 | -13.87% | Q4 2025 | Feb 02, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 14,910 | 1,272 | 0.02% | 0.02% | 414 | -4,225 | -22.08% | Q4 2025 | Feb 12, 2026 |
| M1 Capital Management LLC | History | Added to | 14,778 | 1,261 | 0.53% | 0.46% | 415 | +875 | 6.29% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 14,655 | 1,258 | 0.09% | 0.08% | 416 | -64 | -0.43% | Q4 2025 | Jan 15, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 14,589 | 1,245 | 0.29% | 0.29% | 417 | -1,237 | -7.82% | Q4 2025 | Feb 12, 2026 |
| Matrix Trust Co | History | Reduced | 14,558 | 1,243 | 0.21% | 0.46% | 418 | -24,274 | -62.51% | Q4 2025 | Jan 13, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 14,485 | 1,236 | 0.23% | 0.18% | 419 | +2,422 | 20.08% | Q4 2025 | Jan 30, 2026 |
| SHP Wealth Management | History | New | 14,346 | 1,224 | 0.1% | — | 420 | +14,346 | New | Q4 2025 | Mar 04, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 14,222 | 1,214 | 0.0% | 0.0% | 421 | +2,185 | 18.15% | Q4 2025 | Feb 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 14,147 | 1,207 | 0.03% | 0.03% | 422 | +112 | 0.8% | Q4 2025 | Jan 23, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 14,122 | 1,205 | 0.35% | 0.31% | 423 | +435 | 3.18% | Q4 2025 | Feb 09, 2026 |
| Clark Asset Management, LLC | History | Added to | 14,062 | 1,200 | 0.12% | 0.12% | 424 | +235 | 1.7% | Q4 2025 | Jan 27, 2026 |
| Waterloo Capital, L.P. | History | Added to | 14,003 | 1,195 | 0.09% | 0.08% | 425 | +121 | 0.87% | Q4 2025 | Feb 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 13,779 | 1,176 | 0.14% | 0.12% | 426 | +1,066 | 8.39% | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | Reduced | 13,559 | 1,157 | 0.02% | 0.02% | 427 | -904 | -6.25% | Q4 2025 | Feb 02, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 13,444 | 1,147 | 0.01% | 0.0% | 428 | +7,324 | 119.67% | Q4 2025 | Jan 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 13,382 | 1,142 | 0.04% | 0.03% | 429 | +2,654 | 24.74% | Q4 2025 | Feb 04, 2026 |
| Gambit Capital Management, LLC | History | New | 13,348 | 1,139 | 0.81% | — | 430 | +13,348 | New | Q4 2025 | Feb 06, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 13,283 | 1,133 | 0.78% | 0.55% | 431 | +3,153 | 31.13% | Q4 2025 | Jan 14, 2026 |
| Compound Planning, Inc. | History | Added to | 13,266 | 1,132 | 0.03% | 0.03% | 432 | +137 | 1.04% | Q4 2025 | Feb 19, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 13,213 | 1,127 | 0.05% | 0.05% | 433 | -1,606 | -10.84% | Q4 2025 | Feb 13, 2026 |
| Auour Investments LLC | History | Reduced | 13,156 | 1,123 | 0.36% | 0.38% | 434 | -2,091 | -13.71% | Q4 2025 | Jan 12, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 13,143 | 1,122 | 3.4% | — | 435 | +13,143 | New | Q4 2025 | Feb 06, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 13,123 | 1,120 | 0.09% | 0.08% | 436 | +2,081 | 18.85% | Q4 2025 | Jan 13, 2026 |
| Caldwell Trust Co | History | Reduced | 13,063 | 1,115 | 0.1% | 0.12% | 438 | -3,808 | -22.57% | Q4 2025 | Jan 30, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 13,065 | 1,115 | 0.12% | 0.11% | 437 | -12 | -0.09% | Q4 2025 | Jan 23, 2026 |
| Advisory Alpha, LLC | History | Reduced | 13,016 | 1,113 | 0.03% | 0.03% | 439 | -2,562 | -16.45% | Q4 2025 | Feb 06, 2026 |
| Cassilly Financial Group LLC | History | New | 12,965 | 1,106 | 0.98% | — | 440 | +12,965 | New | Q4 2025 | Jan 15, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 12,820 | 1,094 | 0.95% | 1.11% | 441 | -4,392 | -25.52% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 12,674 | 1,081 | 0.04% | 0.04% | 442 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 13,956 | 1,066 | 0.16% | 0.2% | 443 | -4,956 | -26.21% | Q4 2025 | Jan 16, 2026 |
| MSH Capital Advisors LLC | History | Added to | 12,258 | 1,046 | 0.22% | 0.24% | 444 | +547 | 4.67% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 12,139 | 1,036 | 0.0% | 0.0% | 445 | +1,164 | 10.61% | Q4 2025 | Feb 17, 2026 |
| CacheTech Inc. | History | New | 12,113 | 1,034 | 0.19% | — | 446 | +12,113 | New | Q4 2025 | Feb 18, 2026 |
| Bank of Marin | History | No change | 12,080 | 1,031 | 0.71% | 0.65% | 447 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 11,970 | 1,021 | 0.18% | 0.18% | 448 | -848 | -6.62% | Q4 2025 | Jan 07, 2026 |
| SVRN Asset Management, LLC | History | New | 11,947 | 1,019 | 0.84% | — | 449 | +11,947 | New | Q4 2025 | Feb 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 11,811 | 1,008 | 0.04% | 0.04% | 450 | -2,490 | -17.41% | Q4 2025 | Feb 02, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 11,783 | 1,005 | 0.66% | 0.65% | 451 | -1,564 | -11.72% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 11,464 | 978 | 0.02% | 0.02% | 452 | -2,633 | -18.68% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | New | 11,338 | 967 | 0.0% | — | 453 | +11,338 | New | Q4 2025 | Feb 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 11,297 | 964 | 0.06% | 0.04% | 454 | +1,834 | 19.38% | Q4 2025 | Jan 20, 2026 |
| Ancora Advisors LLC | History | Added to | 11,204 | 956 | 0.02% | 0.02% | 455 | +950 | 9.26% | Q4 2025 | Feb 17, 2026 |
| JBR Co Financial Management Inc | History | New | 11,190 | 955 | 0.4% | — | 456 | +11,190 | New | Q4 2025 | Jan 06, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 11,132 | 950 | 0.03% | 0.04% | 457 | -1,117 | -9.12% | Q4 2025 | Jan 27, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 11,127 | 949 | 0.28% | 0.27% | 458 | -8 | -0.07% | Q4 2025 | Feb 10, 2026 |
| HSBC HOLDINGS PLC | History | No change | 11,033 | 941 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 11,004 | 939 | 0.22% | 0.18% | 460 | +483 | 4.59% | Q4 2025 | Jan 16, 2026 |
| Kovack Advisors, Inc. | History | New | 10,677 | 911 | 0.04% | — | 461 | +10,677 | New | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | Added to | 10,682 | 911 | 0.2% | 0.22% | 462 | +41 | 0.39% | Q4 2025 | Feb 12, 2026 |
| Saxony Capital Management, LLC | History | New | 10,576 | 902 | 0.55% | — | 463 | +10,576 | New | Q4 2025 | Jan 15, 2026 |
| Clearview Wealth Advisors LLC | History | Added to | 10,572 | 902 | 0.57% | 0.37% | 464 | +3,030 | 40.18% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 10,554 | 900 | 0.0% | 0.0% | 465 | -116 | -1.09% | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 10,457 | 892 | 0.06% | 0.05% | 466 | +1,012 | 10.71% | Q4 2025 | Feb 06, 2026 |
| Keudell/Morrison Wealth Management | History | New | 10,442 | 891 | 0.19% | — | 467 | +10,442 | New | Q4 2025 | Feb 06, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 10,388 | 886 | 0.46% | 0.51% | 468 | -1,867 | -15.23% | Q4 2025 | Jan 23, 2026 |
| Fisher Asset Management, LLC | History | Added to | 10,351 | 883 | 0.0% | 0.0% | 469 | +7,725 | 294.17% | Q4 2025 | Feb 09, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 10,273 | 877 | 0.04% | 0.09% | 471 | -14,493 | -58.52% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 10,283 | 877 | 0.1% | 0.1% | 470 | -875 | -7.84% | Q4 2025 | Jan 20, 2026 |
| Wedmont Private Capital | History | No change | 9,915 | 873 | 0.03% | 0.03% | 472 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| JT Stratford LLC | History | Reduced | 10,187 | 869 | 0.11% | 0.11% | 473 | -324 | -3.08% | Q4 2025 | Feb 12, 2026 |
| FOCUSED ALPHA, LLC | History | New | 10,040 | 857 | 0.25% | — | 476 | +10,040 | New | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 10,046 | 857 | 0.05% | 0.05% | 475 | +111 | 1.12% | Q4 2025 | Feb 11, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 10,044 | 857 | 0.11% | 0.1% | 474 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Strategic Blueprint, LLC | History | Added to | 10,006 | 854 | 0.05% | 0.03% | 477 | +1,417 | 16.5% | Q4 2025 | Jan 30, 2026 |
| Savvy Advisors, Inc. | History | Added to | 71,234 | 849 | 0.03% | 0.02% | 478 | +66,408 | 1376.05% | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Reduced | 9,877 | 843 | 0.02% | 0.02% | 479 | -395 | -3.85% | Q4 2025 | Jan 30, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 9,820 | 838 | 0.03% | — | 480 | +9,820 | New | Q4 2025 | Jan 12, 2026 |
| Integrated Wealth Management | History | New | 9,783 | 835 | 0.94% | — | 481 | +9,783 | New | Q4 2025 | Mar 03, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 9,704 | 828 | 0.27% | 0.2% | 482 | +2,076 | 27.22% | Q4 2025 | Feb 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 9,000 | 825 | 0.42% | 0.27% | 483 | +2,592 | 40.45% | Q4 2025 | Jan 29, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 9,632 | 822 | 0.59% | 0.55% | 484 | +851 | 9.69% | Q4 2025 | Feb 10, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 9,573 | 817 | 0.7% | 0.63% | 485 | +285 | 3.07% | Q4 2025 | Jan 21, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,556 | 815 | 0.02% | 0.02% | 486 | +1,208 | 14.47% | Q4 2025 | Feb 13, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 9,545 | 814 | 0.08% | 0.06% | 487 | +1,441 | 17.78% | Q4 2025 | Jan 20, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 9,500 | 811 | 0.24% | 0.22% | 488 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 9,447 | 806 | 0.22% | 0.16% | 489 | +2,834 | 42.85% | Q4 2025 | Feb 10, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 9,232 | 788 | 0.7% | 0.02% | 490 | +8,937 | 3029.49% | Q4 2025 | Jan 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 9,952 | 785 | 0.02% | 0.03% | 491 | -8,118 | -44.93% | Q4 2025 | Feb 11, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 9,151 | 781 | 0.08% | 0.08% | 492 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Betterment LLC | History | New | 9,133 | 780 | 0.0% | — | 493 | +9,133 | New | Q4 2025 | Feb 12, 2026 |
| BCM ADVISORS, LLC | History | New | 7,854 | 774 | 0.15% | — | 494 | +7,854 | New | Q4 2025 | Jan 26, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 9,052 | 772 | 0.08% | 0.03% | 495 | +5,689 | 169.16% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 9,036 | 771 | 0.01% | 0.02% | 496 | -6,554 | -42.04% | Q4 2025 | Feb 13, 2026 |
| NORDEN GROUP LLC | History | Reduced | 9,030 | 770 | 0.08% | 0.17% | 498 | -12,737 | -58.52% | Q4 2025 | Jan 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 9,031 | 770 | 0.09% | 0.08% | 497 | +379 | 4.38% | Q4 2025 | Jan 08, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 8,936 | 763 | 0.02% | 0.02% | 499 | -35 | -0.39% | Q4 2025 | Feb 12, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 8,920 | 761 | 0.07% | 0.06% | 500 | +209 | 2.4% | Q4 2025 | Feb 10, 2026 |
| XML Financial, LLC | History | New | 8,861 | 756 | 0.06% | — | 501 | +8,861 | New | Q4 2025 | Feb 11, 2026 |
| Proficio Capital Partners LLC | History | New | 8,685 | 741 | 0.05% | — | 502 | +8,685 | New | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | New | 8,669 | 740 | 0.0% | — | 503 | +8,669 | New | Q4 2025 | Feb 13, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Reduced | 8,600 | 734 | 0.03% | 0.03% | 504 | -2,200 | -20.37% | Q4 2025 | Jan 27, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 8,522 | 727 | 0.17% | 0.15% | 505 | +44 | 0.52% | Q4 2025 | Feb 17, 2026 |
| ALESCO ADVISORS LLC | History | No change | 8,470 | 723 | 0.02% | 0.02% | 506 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Crews Bank & Trust | History | Added to | 8,450 | 721 | 0.1% | 0.09% | 507 | +175 | 2.11% | Q4 2025 | Jan 21, 2026 |
| Motiv8 Investments LLC | History | Added to | 8,415 | 718 | 0.39% | 0.31% | 509 | +823 | 10.84% | Q4 2025 | Feb 13, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 8,421 | 718 | 0.25% | 0.22% | 508 | +680 | 8.78% | Q4 2025 | Feb 13, 2026 |
| XY Planning Network, Inc. | History | Added to | 8,340 | 711 | 0.12% | 0.11% | 510 | +3,350 | 67.13% | Q4 2025 | Jan 26, 2026 |
| RMR Wealth Builders | History | Added to | 8,323 | 710 | 0.06% | 0.04% | 511 | +1,707 | 25.8% | Q4 2025 | Jan 29, 2026 |
| SOL Capital Management CO | History | New | 8,150 | 696 | 0.06% | — | 512 | +8,150 | New | Q4 2025 | Jan 30, 2026 |
| Alpha Financial Partners, LLC | History | Reduced | 8,160 | 696 | 0.42% | 0.43% | 514 | -535 | -6.15% | Q4 2025 | Feb 10, 2026 |
| Stratos Investment Management, LLC | History | No change | 8,162 | 696 | 0.03% | 0.03% | 513 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 8,131 | 694 | 0.68% | 0.48% | 515 | +673 | 9.02% | Q4 2025 | Jan 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 8,106 | 692 | 0.03% | 0.02% | 516 | +3,004 | 58.88% | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 8,106 | 692 | 0.01% | 0.01% | 517 | +315 | 4.04% | Q4 2025 | Jan 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,051 | 687 | 0.01% | 0.01% | 518 | +1,390 | 20.87% | Q4 2025 | Jan 29, 2026 |
| MKT Advisors LLC | History | Added to | 7,799 | 686 | 0.23% | 0.21% | 519 | +495 | 6.78% | Q4 2025 | Jan 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 7,977 | 680 | 0.0% | 0.0% | 520 | +5,208 | 188.08% | Q4 2025 | Feb 17, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 7,946 | 678 | 0.55% | 0.52% | 521 | -353 | -4.25% | Q4 2025 | Jan 29, 2026 |
| Savant Capital, LLC | History | Added to | 7,900 | 674 | 0.0% | 0.0% | 522 | +966 | 13.93% | Q4 2025 | Feb 10, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 7,893 | 673 | 0.06% | 0.02% | 523 | +4,662 | 144.29% | Q4 2025 | Jan 21, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 6,861 | 667 | 0.65% | — | 524 | +6,861 | New | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 7,780 | 664 | 0.01% | 0.01% | 525 | -939 | -10.77% | Q4 2025 | Jan 13, 2026 |
| Catalina Capital Group, LLC | History | Added to | 7,777 | 663 | 0.4% | 0.3% | 526 | +1,286 | 19.81% | Q4 2025 | Jan 16, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 7,748 | 661 | 0.1% | 0.05% | 527 | +3,589 | 86.29% | Q4 2025 | Feb 09, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 7,661 | 654 | 0.24% | 0.26% | 528 | -854 | -10.03% | Q4 2025 | Jan 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 7,614 | 650 | 0.02% | 0.02% | 529 | -285 | -3.61% | Q4 2025 | Jan 09, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 7,601 | 649 | 0.04% | 0.04% | 530 | +402 | 5.58% | Q4 2025 | Jan 09, 2026 |
| Intrua Financial, LLC | History | Added to | 7,606 | 649 | 0.07% | 0.06% | 531 | +325 | 4.46% | Q4 2025 | Feb 05, 2026 |
| RDA Financial Network | History | Reduced | 7,594 | 648 | 0.16% | 0.14% | 532 | -80 | -1.04% | Q4 2025 | Jan 06, 2026 |
| Latitude Advisors, LLC | History | New | 7,582 | 647 | 0.28% | — | 533 | +7,582 | New | Q4 2025 | Jan 27, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 7,406 | 632 | 0.05% | 0.04% | 534 | +1,439 | 24.12% | Q4 2025 | Jan 23, 2026 |
| World Investment Advisors | History | New | 7,210 | 615 | 0.01% | — | 535 | +7,210 | New | Q4 2025 | Mar 12, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 7,159 | 611 | 0.01% | 0.01% | 536 | -123 | -1.69% | Q4 2025 | Jan 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 7,156 | 610 | 0.01% | 0.01% | 537 | -122 | -1.68% | Q4 2025 | Feb 09, 2026 |
| Miller Global Investments, LLC | History | New | 6,994 | 597 | 0.54% | — | 538 | +6,994 | New | Q4 2025 | Jan 05, 2026 |
| Tactive Advisors, LLC | History | Reduced | 6,972 | 595 | 0.17% | 0.16% | 539 | -602 | -7.95% | Q4 2025 | Jan 09, 2026 |
| High Falls Advisors, Inc | History | Added to | 6,968 | 594 | 0.12% | 0.1% | 540 | +367 | 5.56% | Q4 2025 | Feb 18, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 6,899 | 588 | 0.32% | 0.33% | 541 | -601 | -8.01% | Q4 2025 | Jan 21, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 6,862 | 585 | 0.13% | 0.09% | 542 | +1,480 | 27.5% | Q4 2025 | Feb 11, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 6,848 | 584 | 0.55% | 0.45% | 543 | +1,009 | 17.28% | Q4 2025 | Jan 27, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 6,827 | 582 | 0.61% | 1.3% | 544 | -8,777 | -56.25% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,790 | 579 | 0.05% | 0.04% | 545 | +280 | 4.3% | Q4 2025 | Jan 26, 2026 |
| Able Wealth Management LLC | History | Added to | 6,703 | 572 | 0.18% | 0.13% | 546 | +2,001 | 42.56% | Q4 2025 | Jan 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 6,587 | 562 | 0.04% | 0.03% | 547 | +914 | 16.11% | Q4 2025 | Feb 12, 2026 |
| Aberdeen Group plc | History | New | 6,561 | 560 | 0.0% | — | 548 | +6,561 | New | Q4 2025 | Jan 16, 2026 |
| Millstone Evans Group, LLC | History | Added to | 6,499 | 554 | 0.33% | 0.13% | 549 | +3,822 | 142.77% | Q4 2025 | Feb 02, 2026 |
| SENTINEL TRUST CO LBA | History | New | 6,355 | 543 | 0.05% | — | 550 | +6,355 | New | Q4 2025 | Jan 29, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 6,363 | 543 | 0.28% | 0.27% | 551 | +70 | 1.11% | Q4 2025 | Feb 10, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 5,560 | 541 | 0.14% | 0.12% | 552 | -395 | -6.63% | Q4 2025 | Jan 26, 2026 |
| King Wealth Management Group | History | New | 6,301 | 538 | 0.06% | — | 553 | +6,301 | New | Q4 2025 | Feb 09, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 6,264 | 534 | 0.08% | 0.07% | 554 | +86 | 1.39% | Q4 2025 | Jan 27, 2026 |
| Weil Company, Inc. | History | No change | 6,248 | 533 | 0.12% | 0.11% | 555 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,217 | 530 | 0.01% | 0.01% | 556 | -3,236 | -34.23% | Q4 2025 | Feb 12, 2026 |
| Ares Financial Consulting, LLC | History | New | 6,142 | 524 | 0.5% | — | 557 | +6,142 | New | Q4 2025 | Jan 30, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 6,120 | 522 | 0.22% | 0.22% | 558 | -650 | -9.6% | Q4 2025 | Jan 21, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 6,105 | 521 | 0.03% | 0.03% | 559 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Souders Financial Advisors | History | New | 6,010 | 513 | 0.06% | — | 560 | +6,010 | New | Q4 2025 | Feb 02, 2026 |
| Bauman Advisory Group, LLC | History | New | 5,997 | 511 | 0.41% | — | 561 | +5,997 | New | Q4 2025 | Feb 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 5,619 | 510 | 0.02% | 0.03% | 564 | -1,112 | -16.52% | Q4 2025 | Feb 03, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 5,602 | 510 | 0.16% | 0.13% | 562 | +491 | 9.61% | Q4 2025 | Jan 16, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 5,978 | 510 | 0.16% | 0.15% | 563 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 5,959 | 508 | 0.06% | — | 565 | +5,959 | New | Q4 2025 | Feb 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 5,952 | 508 | 0.11% | 0.15% | 566 | +57 | 0.97% | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 5,949 | 507 | 0.04% | 0.04% | 567 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 5,923 | 505 | 0.02% | — | 568 | +5,923 | New | Q4 2025 | Jan 28, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 5,910 | 504 | 0.06% | 0.05% | 569 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 5,839 | 498 | 0.04% | 0.04% | 570 | +625 | 11.99% | Q4 2025 | Jan 30, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | New | 5,822 | 497 | 0.2% | — | 571 | +5,822 | New | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 5,800 | 495 | 0.0% | 0.02% | 572 | -206,100 | -97.26% | Q4 2025 | Feb 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 5,741 | 490 | 0.05% | 0.05% | 573 | +1,020 | 21.61% | Q4 2025 | Jan 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 5,723 | 488 | 0.01% | 0.01% | 574 | -2,145 | -27.26% | Q4 2025 | Feb 19, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 5,685 | 485 | 0.04% | — | 575 | +5,685 | New | Q4 2025 | Jan 20, 2026 |
| Global View Capital Management LLC | History | Reduced | 5,647 | 482 | 0.09% | 0.11% | 576 | -1,193 | -17.44% | Q4 2025 | Jan 14, 2026 |
| K2 Financial Inc. | History | Reduced | 5,430 | 480 | 0.37% | 0.77% | 577 | -6,399 | -54.1% | Q4 2025 | Jan 22, 2026 |
| Annex Advisory Services, LLC | History | New | 5,599 | 477 | 0.01% | — | 578 | +5,599 | New | Q4 2025 | Jan 26, 2026 |
| Oceanside Advisors LLC | History | Reduced | 5,596 | 477 | 0.29% | 0.3% | 579 | -792 | -12.4% | Q4 2025 | Jan 26, 2026 |
| McAdam, LLC | History | Reduced | 5,579 | 476 | 0.02% | 0.02% | 580 | -5 | -0.09% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 5,502 | 469 | 0.02% | 0.01% | 581 | +944 | 20.71% | Q4 2025 | Feb 09, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 5,505 | 469 | 0.08% | 0.07% | 582 | -630 | -10.27% | Q4 2025 | Jan 29, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 5,450 | 465 | 0.17% | 0.15% | 583 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 5,439 | 464 | 0.26% | 0.21% | 584 | +736 | 15.65% | Q4 2025 | Jan 14, 2026 |
| Range Financial Group LLC | History | Added to | 5,345 | 456 | 0.16% | 0.08% | 586 | +2,600 | 94.72% | Q4 2025 | Jan 15, 2026 |
| WASHINGTON TRUST Co | History | Added to | 5,343 | 456 | 0.01% | 0.01% | 585 | +270 | 5.32% | Q4 2025 | Feb 10, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 5,340 | 455 | 0.17% | 0.13% | 587 | +1,440 | 36.92% | Q4 2025 | Jan 27, 2026 |
| HM PAYSON & CO | History | No change | 5,250 | 448 | 0.01% | 0.01% | 588 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 5,228 | 446 | 0.01% | 0.01% | 589 | +1,194 | 29.6% | Q4 2025 | Feb 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,205 | 444 | 0.0% | 0.0% | 590 | +823 | 18.78% | Q4 2025 | Jan 28, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 5,138 | 438 | 0.1% | 0.08% | 593 | +673 | 15.07% | Q4 2025 | Jan 09, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 5,139 | 438 | 0.02% | 0.02% | 591 | -328 | -6.0% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Reduced | 5,142 | 438 | 0.02% | 0.02% | 592 | -230 | -4.28% | Q4 2025 | Jan 21, 2026 |
| GWN SECURITIES INC. | History | Added to | 5,036 | 429 | 0.09% | 0.08% | 594 | +588 | 13.22% | Q4 2025 | Feb 11, 2026 |
| FWG Investments, LLC. | History | Added to | 5,034 | 429 | 0.27% | 0.24% | 596 | +505 | 11.15% | Q4 2025 | Jan 28, 2026 |
| Spire Wealth Management | History | Reduced | 5,035 | 429 | 0.01% | 0.01% | 595 | -14 | -0.28% | Q4 2025 | Jan 14, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 4,955 | 423 | 0.19% | 0.17% | 598 | +490 | 10.97% | Q4 2025 | Feb 17, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 4,956 | 423 | 0.15% | 0.16% | 597 | +112 | 2.31% | Q4 2025 | Feb 12, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 4,942 | 421 | 0.17% | 0.1% | 599 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 4,931 | 420 | 0.35% | 0.31% | 600 | +30 | 0.61% | Q4 2025 | Jan 20, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 4,919 | 419 | 0.07% | 0.04% | 601 | +1,789 | 57.16% | Q4 2025 | Jan 26, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 7,772 | 413 | 0.01% | — | 602 | +7,772 | New | Q4 2025 | Feb 17, 2026 |
| OneAscent Financial Services LLC | History | New | 4,842 | 413 | 0.04% | — | 603 | +4,842 | New | Q4 2025 | Feb 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 4,756 | 406 | 0.02% | 0.02% | 604 | +470 | 10.97% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Reduced | 4,727 | 404 | 0.01% | 0.03% | 605 | -10,106 | -68.13% | Q4 2025 | Feb 11, 2026 |
| Csenge Advisory Group | History | Reduced | 4,720 | 402 | 0.02% | 0.03% | 606 | -2,845 | -37.61% | Q4 2025 | Feb 06, 2026 |
| Aegis Wealth Management LLC | History | Added to | 4,698 | 401 | 0.23% | 0.19% | 607 | +96 | 2.09% | Q4 2025 | Jan 14, 2026 |
| Gibbs Wealth Management | History | Reduced | 4,486 | 400 | 0.1% | 0.2% | 608 | -7,184 | -61.56% | Q4 2025 | Jan 23, 2026 |
| Hickory Point Bank & Trust | History | Added to | 4,685 | 399 | 0.29% | 0.23% | 610 | +685 | 17.13% | Q4 2025 | Jan 12, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 4,678 | 399 | 0.0% | 0.0% | 609 | -51 | -1.08% | Q4 2025 | Jan 27, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 4,577 | 390 | 0.01% | 0.01% | 611 | -1,160 | -20.22% | Q4 2025 | Jan 16, 2026 |
| Clifford Group, LLC | History | Added to | 4,563 | 389 | 0.3% | 0.27% | 612 | +65 | 1.45% | Q4 2025 | Feb 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 4,538 | 387 | 0.09% | 0.08% | 613 | +806 | 21.6% | Q4 2025 | Feb 02, 2026 |
| AlTi Global, Inc. | History | No change | 4,518 | 385 | 0.01% | 0.01% | 614 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 4,446 | 379 | 0.03% | 0.03% | 615 | -267 | -5.67% | Q4 2025 | Jan 21, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 4,424 | 377 | 0.01% | 0.01% | 616 | +1,565 | 54.74% | Q4 2025 | Feb 13, 2026 |
| Brookwood Investment Group LLC | History | New | 4,381 | 374 | 0.04% | — | 618 | +4,381 | New | Q4 2025 | Jan 22, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 4,378 | 374 | 0.02% | 0.01% | 617 | +959 | 28.05% | Q4 2025 | Feb 10, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 4,374 | 373 | 0.02% | 0.04% | 619 | -3,717 | -45.94% | Q4 2025 | Jan 22, 2026 |
| Net Worth Advisory Group | History | Added to | 4,357 | 371 | 0.08% | 0.06% | 620 | +1,661 | 61.61% | Q4 2025 | Jan 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 3,688 | 369 | 0.24% | 0.23% | 621 | +15 | 0.41% | Q4 2025 | Feb 11, 2026 |
| TABLEAUX LLC | History | Reduced | 4,316 | 367 | 0.26% | 0.25% | 622 | -3,744 | -46.45% | Q4 2025 | Feb 17, 2026 |
| Corecam Pte. Ltd. | History | New | 4,270 | 364 | 0.19% | — | 623 | +4,270 | New | Q4 2025 | Mar 02, 2026 |
| NOVEM GROUP | History | Added to | 4,236 | 361 | 0.04% | 0.03% | 624 | +721 | 20.51% | Q4 2025 | Jan 27, 2026 |
| Lee Financial Co | History | Reduced | 4,220 | 360 | 0.05% | 0.05% | 625 | -768 | -15.4% | Q4 2025 | Jan 22, 2026 |
| Meredith Wealth Planning | History | Added to | 4,197 | 358 | 0.11% | 0.1% | 627 | +152 | 3.76% | Q4 2025 | Jan 16, 2026 |
| GREENLEAF TRUST | History | Reduced | 4,204 | 358 | 0.0% | 0.0% | 626 | -42 | -0.99% | Q4 2025 | Jan 21, 2026 |
| BEACON FINANCIAL GROUP | History | New | 4,159 | 355 | 0.04% | — | 628 | +4,159 | New | Q4 2025 | Apr 01, 2026 |
| Guidance Point Advisors, LLC | History | New | 4,122 | 351 | 0.08% | — | 629 | +4,122 | New | Q4 2025 | Feb 11, 2026 |
| Access Investment Management LLC | History | No change | 4,600 | 351 | 0.09% | 0.09% | 630 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 4,055 | 346 | 0.05% | 0.05% | 631 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Livet Wealth, LLC | History | New | 4,040 | 344 | 0.21% | — | 632 | +4,040 | New | Q4 2025 | Feb 13, 2026 |
| Heritage Family Offices, LLP | History | New | 4,009 | 342 | 0.16% | — | 633 | +4,009 | New | Q4 2025 | Jan 12, 2026 |
| Vontobel Holding Ltd. | History | No change | 4,000 | 341 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 3,985 | 340 | 0.05% | 0.05% | 635 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 3,951 | 337 | 0.06% | — | 639 | +3,951 | New | Q4 2025 | Feb 12, 2026 |
| Meeder Advisory Services, Inc. | History | New | 3,948 | 337 | 0.01% | — | 638 | +3,948 | New | Q4 2025 | Feb 11, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 3,950 | 337 | 0.02% | 0.02% | 637 | -500 | -11.24% | Q4 2025 | Jan 29, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,956 | 337 | 0.03% | 0.03% | 636 | -174 | -4.21% | Q4 2025 | Jan 09, 2026 |
| Balance Wealth, LLC | History | Reduced | 3,904 | 333 | 0.11% | 0.15% | 640 | -3,861 | -49.72% | Q4 2025 | Jan 21, 2026 |
| Entruity Wealth, LLC | History | Reduced | 3,900 | 332 | 0.24% | 0.24% | 641 | -87 | -2.18% | Q4 2025 | Feb 03, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 3,866 | 330 | 0.01% | 0.01% | 642 | -3,513 | -47.61% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 3,849 | 328 | 0.01% | 0.0% | 643 | +236 | 6.53% | Q4 2025 | Feb 09, 2026 |
| ASPIRIANT, LLC | History | New | 3,837 | 327 | 0.01% | — | 644 | +3,837 | New | Q4 2025 | Jan 20, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 3,822 | 326 | 0.16% | 0.14% | 645 | +145 | 3.94% | Q4 2025 | Feb 12, 2026 |
| IRON Financial LLC | History | Added to | 3,811 | 325 | 0.15% | 0.14% | 646 | +92 | 2.47% | Q4 2025 | Jan 22, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 3,776 | 322 | 0.33% | 0.41% | 648 | -2,369 | -38.55% | Q4 2025 | Jan 16, 2026 |
| Kaizen Financial Strategies | History | Added to | 3,780 | 322 | 0.14% | 0.13% | 647 | +81 | 2.19% | Q4 2025 | Jan 21, 2026 |
| Asempa Wealth Advisors | History | New | 3,767 | 321 | 0.28% | — | 649 | +3,767 | New | Q4 2025 | Jan 08, 2026 |
| Equita Financial Network, Inc. | History | New | 3,755 | 320 | 0.1% | — | 651 | +3,755 | New | Q4 2025 | Jan 29, 2026 |
| LongView Wealth Management | History | Added to | 3,524 | 320 | 0.08% | 0.07% | 650 | +85 | 2.47% | Q4 2025 | Jan 13, 2026 |
| Paragon Advisors, LLC | History | No change | 3,738 | 319 | 0.09% | 0.07% | 652 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 3,734 | 318 | 0.02% | 0.02% | 653 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Blue Water Asset Management | History | New | 3,696 | 315 | 0.11% | — | 654 | +3,696 | New | Q4 2025 | Feb 05, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 3,687 | 314 | 0.1% | 0.11% | 655 | +377 | 11.39% | Q4 2025 | Jan 08, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 3,586 | 306 | 0.03% | 0.04% | 656 | -821 | -18.63% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Added to | 3,561 | 305 | 0.01% | 0.0% | 657 | +1,851 | 108.25% | Q4 2025 | Feb 13, 2026 |
| Barnett & Company, Inc. | History | No change | 3,560 | 303 | 0.24% | 0.21% | 658 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Armstrong, Fleming & Moore, Inc | History | No change | 3,560 | 303 | 0.14% | 0.13% | 659 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Stonebrook Private Inc. | History | Added to | 3,525 | 300 | 0.06% | 0.05% | 660 | +206 | 6.21% | Q4 2025 | Feb 11, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Added to | 3,500 | 298 | 0.08% | 0.05% | 661 | +500 | 16.67% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | New | 3,431 | 292 | 0.0% | — | 662 | +3,431 | New | Q4 2025 | Feb 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | New | 3,385 | 288 | 0.03% | — | 664 | +3,385 | New | Q4 2025 | Jan 28, 2026 |
| Tranquility Partners, LLC | History | No change | 3,383 | 288 | 0.1% | 0.09% | 663 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Facet Wealth, Inc. | History | New | 2,692 | 286 | 0.01% | — | 665 | +2,692 | New | Q4 2025 | Jan 29, 2026 |
| Carnegie Investment Counsel | History | New | 3,350 | 285 | 0.01% | — | 666 | +3,350 | New | Q4 2025 | Jan 23, 2026 |
| ARWA LLC | History | New | 3,342 | 285 | 0.17% | — | 667 | +3,342 | New | Q4 2025 | Feb 27, 2026 |
| Briggs Wealth Management, Inc | History | New | 3,328 | 284 | 0.31% | — | 668 | +3,328 | New | Q4 2025 | Feb 19, 2026 |
| Great Lakes Retirement, Inc. | History | New | 3,309 | 282 | 0.03% | — | 671 | +3,309 | New | Q4 2025 | Feb 12, 2026 |
| Regal Investment Advisors LLC | History | New | 3,308 | 282 | 0.02% | — | 669 | +3,308 | New | Q4 2025 | Feb 17, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 3,305 | 282 | 0.06% | 0.05% | 670 | -10 | -0.3% | Q4 2025 | Jan 15, 2026 |
| TFO Wealth Partners, LLC | History | New | 3,300 | 281 | 0.04% | — | 672 | +3,300 | New | Q4 2025 | Feb 05, 2026 |
| LifeWealth Investments, LLC | History | New | 3,233 | 276 | 0.09% | — | 675 | +3,233 | New | Q4 2025 | Jan 26, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 3,240 | 276 | 0.1% | 0.05% | 674 | +1,134 | 53.85% | Q4 2025 | Feb 03, 2026 |
| Fulcrum Equity Management | History | Reduced | 3,233 | 276 | 0.26% | 0.29% | 673 | -469 | -12.67% | Q4 2025 | Jan 06, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | New | 3,201 | 273 | 0.08% | — | 677 | +3,201 | New | Q4 2025 | Feb 11, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 3,208 | 273 | 0.17% | 0.17% | 678 | -310 | -8.81% | Q4 2025 | Jan 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,186 | 273 | 0.0% | 0.0% | 676 | -117 | -3.54% | Q4 2025 | Feb 12, 2026 |
| Sharkey, Howes & Javer | History | New | 3,140 | 268 | 0.03% | — | 680 | +3,140 | New | Q4 2025 | Jan 13, 2026 |
| Bouchey Financial Group Ltd | History | No change | 3,146 | 268 | 0.02% | 0.02% | 679 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| DGS Capital Management, LLC | History | No change | 3,150 | 268 | 0.05% | 0.04% | 681 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Indivisible Partners | History | New | 3,133 | 267 | 0.03% | — | 683 | +3,133 | New | Q4 2025 | Feb 03, 2026 |
| Painted Porch Advisors LLC | History | New | 3,128 | 267 | 0.11% | — | 682 | +3,128 | New | Q4 2025 | Mar 19, 2026 |
| MidFirst Bank | History | New | 3,105 | 265 | 0.02% | — | 684 | +3,105 | New | Q4 2025 | Feb 25, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 3,075 | 262 | 0.02% | 0.02% | 686 | -157 | -4.86% | Q4 2025 | Jan 28, 2026 |
| Refined Wealth Management | History | No change | 3,072 | 262 | 0.18% | 0.15% | 685 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 3,072 | 262 | 0.05% | 0.05% | 687 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Invera Wealth Advisors, LLC | History | New | 3,061 | 261 | 0.16% | — | 688 | +3,061 | New | Q4 2025 | Jan 23, 2026 |
| MGO ONE SEVEN LLC | History | New | 3,048 | 260 | 0.01% | — | 689 | +3,048 | New | Q4 2025 | Feb 03, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 3,034 | 259 | 0.02% | 0.02% | 690 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,853 | 258 | 0.0% | — | 691 | +4,853 | New | Q4 2025 | Feb 12, 2026 |
| National Wealth Management Group, LLC | History | New | 3,027 | 258 | 0.09% | — | 692 | +3,027 | New | Q4 2025 | Jan 12, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 3,018 | 257 | 0.01% | 0.01% | 693 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Centennial Advisors, LLC | History | New | 2,992 | 255 | 0.33% | — | 694 | +2,992 | New | Q4 2025 | Jan 22, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 2,990 | 255 | 0.03% | 0.03% | 695 | +289 | 10.7% | Q4 2025 | Feb 10, 2026 |
| HCR Wealth Advisors | History | No change | 2,964 | 253 | 0.03% | 0.02% | 696 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 2,942 | 251 | 0.04% | 0.04% | 697 | +212 | 7.77% | Q4 2025 | Feb 17, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | New | 2,937 | 250 | 0.18% | — | 699 | +2,937 | New | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,930 | 250 | 0.0% | 0.0% | 698 | -466 | -13.72% | Q4 2025 | Feb 06, 2026 |
| SteelPeak Wealth, LLC | History | No change | 2,919 | 249 | 0.01% | 0.01% | 700 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Richardson Capital Management LLC | History | New | 2,905 | 248 | 0.12% | — | 701 | +2,905 | New | Q4 2025 | Jan 30, 2026 |
| Foguth Wealth Management, LLC. | History | New | 2,895 | 248 | 0.04% | — | 702 | +2,895 | New | Q4 2025 | Jan 05, 2026 |
| Asset Allocation Strategies LLC | History | New | 2,904 | 247 | 0.05% | — | 703 | +2,904 | New | Q4 2025 | Feb 13, 2026 |
| LFG Wealth Partners, LLC | History | New | 2,896 | 247 | 0.16% | — | 704 | +2,896 | New | Q4 2025 | Feb 17, 2026 |
| WealthBridge Capital Management, LLC | History | New | 2,887 | 246 | 0.06% | — | 705 | +2,887 | New | Q4 2025 | Jan 21, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 2,881 | 245 | 0.01% | — | 707 | +2,881 | New | Q4 2025 | Feb 17, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 2,875 | 245 | 0.02% | 0.02% | 706 | -215 | -6.96% | Q4 2025 | Jan 22, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 2,864 | 244 | 0.07% | 0.07% | 708 | -656 | -18.64% | Q4 2025 | Feb 06, 2026 |
| OxenFree Capital LLC | History | New | 2,840 | 242 | 0.13% | — | 709 | +2,840 | New | Q4 2025 | Jan 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 2,820 | 240 | 0.02% | 0.02% | 711 | -9 | -0.32% | Q4 2025 | Feb 10, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | No change | 2,815 | 240 | 0.07% | 0.07% | 710 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,810 | 239 | 0.0% | 0.0% | 712 | -77 | -2.67% | Q4 2025 | Feb 12, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 2,795 | 238 | 0.08% | — | 714 | +2,795 | New | Q4 2025 | Jan 22, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 2,795 | 238 | 0.02% | 0.02% | 713 | -380 | -11.97% | Q4 2025 | Jan 23, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 2,774 | 236 | 0.01% | 0.01% | 715 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 2,735 | 233 | 0.07% | 0.16% | 718 | -4,494 | -62.17% | Q4 2025 | Feb 09, 2026 |
| Kingdom Financial Group LLC. | History | New | 2,733 | 233 | 0.07% | — | 717 | +2,733 | New | Q4 2025 | Feb 06, 2026 |
| Birch Capital Management, LLC | History | No change | 2,740 | 233 | 0.12% | 0.11% | 716 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bulwark Capital Corp | History | Added to | 2,687 | 229 | 0.16% | 0.1% | 719 | +973 | 56.77% | Q4 2025 | Jan 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 2,675 | 228 | 0.0% | 0.0% | 720 | -23 | -0.85% | Q4 2025 | Feb 12, 2026 |
| Soundwatch Capital LLC | History | No change | 2,667 | 227 | 0.04% | 0.03% | 721 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2,572 | 226 | 0.02% | 0.02% | 722 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Family Advisors, LLC | History | New | 2,639 | 225 | 0.1% | — | 723 | +2,639 | New | Q4 2025 | Feb 17, 2026 |
| Keel Point, LLC | History | New | 2,631 | 224 | 0.01% | — | 724 | +2,631 | New | Q4 2025 | Feb 12, 2026 |
| Elevation Wealth Management LLC | History | New | 2,621 | 223 | 0.21% | — | 725 | +2,621 | New | Q4 2025 | Feb 12, 2026 |
| BCS Wealth Management | History | New | 2,582 | 220 | 0.02% | — | 726 | +2,582 | New | Q4 2025 | Jan 26, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 2,582 | 220 | 0.01% | 0.01% | 727 | -132 | -4.86% | Q4 2025 | Jan 28, 2026 |
| Traynor Capital Management, Inc. | History | New | 2,575 | 219 | 0.01% | — | 728 | +2,575 | New | Q4 2025 | Jan 12, 2026 |
| Engineers Gate Manager LP | History | New | 2,556 | 218 | 0.0% | — | 729 | +2,556 | New | Q4 2025 | Feb 17, 2026 |
| Bluesphere Advisors LLC | History | New | 2,546 | 217 | 0.1% | — | 730 | +2,546 | New | Q4 2025 | Jan 21, 2026 |
| Community Bank, N.A. | History | Reduced | 2,535 | 216 | 0.03% | 0.03% | 731 | -955 | -27.36% | Q4 2025 | Feb 04, 2026 |
| Hofer & Associates. Inc | History | New | 2,489 | 212 | 0.11% | — | 733 | +2,489 | New | Q4 2025 | Jan 15, 2026 |
| Lansing Street Advisors | History | New | 2,484 | 212 | 0.05% | — | 732 | +2,484 | New | Q4 2025 | Jan 26, 2026 |
| FLP Wealth Management, LLC | History | New | 6,061 | 208 | 0.49% | — | 734 | +6,061 | New | Q4 2025 | Jan 20, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 2,427 | 207 | 0.08% | — | 735 | +2,427 | New | Q4 2025 | Jan 15, 2026 |
| Integrated Investment Consultants, LLC | History | New | 2,420 | 206 | 0.04% | — | 736 | +2,420 | New | Q4 2025 | Mar 03, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | New | 2,412 | 205 | 0.03% | — | 737 | +2,412 | New | Q4 2025 | Feb 13, 2026 |
| Allen Capital Group, LLC | History | New | 2,395 | 204 | 0.02% | — | 739 | +2,395 | New | Q4 2025 | Feb 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 2,395 | 204 | 0.01% | — | 740 | +2,395 | New | Q4 2025 | Jan 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | New | 2,391 | 204 | 0.01% | — | 738 | +2,391 | New | Q4 2025 | Jan 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,384 | 203 | 0.02% | 0.01% | 741 | +854 | 55.82% | Q4 2025 | Feb 13, 2026 |
| Stone Summit Wealth LLC | History | New | 2,374 | 202 | 0.05% | — | 742 | +2,374 | New | Q4 2025 | Jan 27, 2026 |
| INVESTED ADVISORS | History | New | 2,371 | 202 | 0.21% | — | 743 | +2,371 | New | Q4 2025 | Jan 26, 2026 |
| Elevated Capital Advisors, LLC | History | New | 2,287 | 195 | 0.05% | — | 744 | +2,287 | New | Q4 2025 | Jan 27, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 2,263 | 193 | 0.0% | 0.0% | 745 | -318 | -12.32% | Q4 2025 | Jan 27, 2026 |
| FIRST HORIZON CORP | History | Added to | 2,246 | 191 | 0.01% | 0.0% | 746 | +990 | 78.82% | Q4 2025 | Jan 27, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,162 | 184 | 0.04% | 0.04% | 747 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Key FInancial Inc | History | Added to | 2,147 | 183 | 0.03% | 0.01% | 748 | +1,310 | 156.51% | Q4 2025 | Feb 09, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 2,121 | 181 | 0.01% | 0.01% | 749 | -138 | -6.11% | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,023 | 172 | 0.01% | 0.0% | 750 | +1,462 | 260.61% | Q4 2025 | Jan 29, 2026 |
| TD Capital Management LLC | History | No change | 1,993 | 170 | 0.02% | 0.01% | 751 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,902 | 162 | 0.01% | 0.0% | 752 | +1,338 | 237.23% | Q4 2025 | Feb 06, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,893 | 161 | 0.02% | — | 753 | +1,893 | New | Q4 2025 | Jan 30, 2026 |
| BFSG, LLC | History | No change | 1,877 | 160 | 0.02% | 0.01% | 754 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Redwood Park Advisors LLC | History | Added to | 1,810 | 154 | 0.1% | — | 755 | +1,805 | 36100.0% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,800 | 153 | 0.01% | — | 756 | +1,800 | New | Q4 2025 | Feb 03, 2026 |
| Piscataqua Savings Bank | History | New | 1,791 | 152 | 0.11% | — | 757 | +1,791 | New | Q4 2025 | Jan 16, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1,657 | 141 | 0.14% | — | 758 | +1,657 | New | Q4 2025 | Feb 12, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 1,623 | 138 | 0.85% | 0.28% | 759 | -74 | -4.36% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,400 | 119 | 0.01% | 0.01% | 760 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,363 | 116 | 0.0% | 0.0% | 761 | +52 | 3.97% | Q4 2025 | Jan 28, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,331 | 113 | 0.03% | 0.03% | 762 | -205 | -13.35% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,263 | 107 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,239 | 105 | 0.0% | 0.0% | 764 | +287 | 30.15% | Q4 2025 | Feb 04, 2026 |
| Gould Capital, LLC | History | Added to | 1,157 | 98 | 0.06% | 0.02% | 765 | +641 | 124.22% | Q4 2025 | Feb 13, 2026 |
| Key Capital Management, INC | History | New | 1,082 | 92 | 0.09% | — | 766 | +1,082 | New | Q4 2025 | Jan 26, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,065 | 90 | 0.03% | 0.03% | 767 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,036 | 88 | 0.01% | — | 768 | +1,036 | New | Q4 2025 | Jan 27, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,020 | 87 | 0.03% | 0.03% | 769 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wells Financial Advisors INC | History | Added to | 985 | 84 | 0.16% | 0.02% | 771 | +785 | 392.5% | Q4 2025 | Feb 02, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 993 | 84 | 0.01% | 0.01% | 770 | +411 | 70.62% | Q4 2025 | Feb 10, 2026 |
| NBT BANK N A /NY | History | Added to | 977 | 77 | 0.0% | 0.0% | 772 | +9 | 0.93% | Q4 2025 | Jan 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 830 | 70 | 0.06% | 0.04% | 774 | +340 | 69.39% | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 825 | 70 | 0.0% | 0.0% | 773 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 735 | 62 | 0.02% | 0.01% | 775 | +450 | 157.89% | Q4 2025 | Jan 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 655 | 59 | 0.0% | 0.0% | 776 | +20 | 3.15% | Q4 2025 | Jan 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 691 | 58 | 0.02% | — | 777 | +691 | New | Q4 2025 | Jan 20, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 662 | 56 | 0.0% | 0.0% | 778 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Bogart Wealth, LLC | History | Added to | 651 | 55 | 0.0% | 0.0% | 779 | +568 | 684.34% | Q4 2025 | Jan 30, 2026 |
| Clearstead Trust, LLC | History | New | 586 | 50 | 0.01% | — | 780 | +586 | New | Q4 2025 | Feb 09, 2026 |
| Colonial Trust Co / SC | History | Reduced | 580 | 49 | 0.01% | 0.01% | 781 | -79 | -11.99% | Q4 2025 | Feb 12, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 520 | 44 | 0.0% | 0.0% | 782 | -75 | -12.61% | Q4 2025 | Jan 27, 2026 |
| GAMMA Investing LLC | History | No change | 476 | 40 | 0.0% | 0.0% | 783 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 449 | 38 | 0.0% | 0.0% | 784 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 450 | 38 | 0.01% | 0.0% | 785 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Costello Asset Management, INC | History | Added to | 404 | 34 | 0.01% | 0.01% | 786 | +100 | 32.89% | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | New | 391 | 33 | 0.0% | — | 787 | +391 | New | Q4 2025 | Feb 17, 2026 |
| Networth Advisors, LLC | History | New | 387 | 33 | 0.02% | — | 788 | +387 | New | Q4 2025 | Jan 22, 2026 |
| Compass Financial Services Inc | History | Reduced | 385 | 32 | 0.01% | 0.27% | 789 | -7,555 | -95.15% | Q4 2025 | Feb 27, 2026 |
| WPG Advisers, LLC | History | Reduced | 354 | 30 | 0.02% | 0.05% | 792 | -419 | -54.2% | Q4 2025 | Jan 28, 2026 |
| Root Financial Partners, LLC | History | Added to | 363 | 30 | 0.0% | 0.0% | 790 | +307 | 548.21% | Q4 2025 | Feb 10, 2026 |
| ORG Partners LLC | History | Reduced | 353 | 30 | 0.01% | 0.01% | 791 | -81 | -18.66% | Q4 2025 | Jan 14, 2026 |
| Deane Retirement Strategies, Inc. | History | Reduced | 330 | 28 | 0.01% | 0.01% | 793 | -5 | -1.49% | Q4 2025 | Jan 28, 2026 |
| CITIGROUP INC | History | Added to | 324 | 27 | 0.0% | 0.0% | 794 | +234 | 260.0% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 309 | 26 | 0.02% | — | 795 | +309 | New | Q4 2025 | Feb 10, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 294 | 25 | 0.01% | 0.01% | 796 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITY HOLDING CO | History | New | 270 | 23 | 0.0% | — | 797 | +270 | New | Q4 2025 | Jan 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 270 | 23 | 0.0% | — | 798 | +270 | New | Q4 2025 | Feb 09, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 268 | 22 | 0.01% | 0.01% | 799 | +60 | 28.85% | Q4 2025 | Feb 17, 2026 |
| OPTIMA CAPITAL LLC | History | New | 247 | 21 | 0.01% | — | 802 | +247 | New | Q4 2025 | Jan 23, 2026 |