iSHARES TRUST - GOVT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 394,706,971 | 9,088,128 | 0.66% | 0.57% | 1 | +32,568,450 | 8.99% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 195,076,828 | 4,491,643 | 0.28% | 0.06% | 2 | +153,219,429 | 366.05% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 119,087,423 | 2,741,987 | 0.75% | 0.75% | 3 | +7,886,409 | 7.09% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 72,310,956 | 1,664,956 | 0.49% | 0.51% | 4 | -4,348,966 | -5.67% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 71,006,495 | 1,634,924 | 2.18% | 2.15% | 5 | +2,302,272 | 3.35% | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 52,947,846 | 1,219,124 | 0.67% | 0.68% | 6 | +4,679,313 | 9.69% | Q4 2025 | Feb 06, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 35,617,520 | 821,262 | 1.97% | 1.84% | 7 | +2,830,697 | 8.63% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 32,547,584 | 749,408 | 0.04% | 0.05% | 8 | -730,728 | -2.2% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 29,607,758 | 682,457 | 0.93% | 0.95% | 9 | +2,371,085 | 8.71% | Q4 2025 | Jan 08, 2026 |
| ASSETMARK, INC | History | Added to | 24,990,246 | 575,400 | 1.17% | 1.2% | 10 | +739,492 | 3.05% | Q4 2025 | Jan 23, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 23,676,557 | 545,152 | 0.08% | 0.07% | 11 | +4,099,910 | 20.94% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 23,035,555 | 530,393 | 2.17% | — | 12 | +23,035,555 | New | Q4 2025 | Feb 05, 2026 |
| Jordan Park Group LLC | History | Reduced | 18,808,265 | 433,060 | 25.09% | 26.27% | 13 | -1,106,770 | -5.56% | Q4 2025 | Feb 10, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 16,906,712 | 389,277 | 12.88% | 12.64% | 14 | +1,797,810 | 11.9% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 12,637,717 | 290,983 | 0.0% | 0.0% | 15 | +1,182,191 | 10.32% | Q4 2025 | Feb 12, 2026 |
| Morningstar Investment Management LLC | History | No change | 10,701,492 | 246,402 | 14.55% | 9.1% | 16 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 7,600,137 | 174,993 | 1.05% | 1.31% | 17 | -289,705 | -3.67% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 7,473,456 | 172,076 | 3.67% | 3.49% | 18 | +769,710 | 11.48% | Q4 2025 | Feb 05, 2026 |
| FMR LLC | History | Reduced | 7,396,196 | 170,297 | 0.01% | 0.01% | 19 | -620,233 | -7.74% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,570,523 | 151,286 | 0.79% | — | 20 | +6,570,523 | New | Q4 2025 | Feb 18, 2026 |
| Norinchukin Bank, The | History | Added to | 6,263,482 | 144,216 | 1.68% | 1.85% | 21 | +304,882 | 5.12% | Q4 2025 | Feb 17, 2026 |
| Hirtle Callaghan & Co LLC | History | Added to | 5,614,962 | 129,284 | 4.4% | 4.26% | 22 | +371,468 | 7.08% | Q4 2025 | Feb 04, 2026 |
| UBS Group AG | History | Reduced | 5,302,964 | 122,100 | 0.02% | 0.02% | 23 | -219,570 | -3.98% | Q4 2025 | Jan 29, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 4,955,330 | 114,096 | 2.32% | 2.19% | 24 | +360,501 | 7.85% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,950,700 | 113,995 | 0.03% | 0.03% | 25 | -240,177 | -4.63% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,760,988 | 109,621 | 0.21% | 0.0% | 26 | +4,692,877 | 6890.04% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 4,700,163 | 108,221 | 0.01% | 0.01% | 27 | +413,234 | 9.64% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,517,368 | 104,012 | 0.02% | — | 28 | +4,517,368 | New | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | Reduced | 4,231,614 | 97,432 | 5.38% | 6.06% | 29 | -45,568 | -1.07% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 4,140,113 | 95,326 | 0.1% | 0.1% | 30 | +438,624 | 11.85% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Added to | 3,825,629 | 88,314 | 3.07% | 2.92% | 31 | +418,840 | 12.29% | Q4 2025 | Jan 08, 2026 |
| SYM FINANCIAL Corp | History | Added to | 3,553,791 | 81,826 | 8.41% | 8.63% | 32 | +64,653 | 1.85% | Q4 2025 | Feb 13, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 3,526,419 | 81,195 | 2.1% | 2.11% | 33 | +153,391 | 4.55% | Q4 2025 | Jan 28, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 3,440,671 | 79,222 | 1.32% | 1.36% | 34 | -23,918 | -0.69% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Added to | 3,430,682 | 78,991 | 0.45% | 0.46% | 35 | +325,925 | 10.5% | Q4 2025 | Jan 26, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Added to | 3,329,569 | 76,663 | 2.25% | 2.11% | 36 | +71,470 | 2.19% | Q4 2025 | Feb 13, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 3,211,122 | 73,936 | 5.04% | 6.43% | 37 | -480,400 | -13.01% | Q4 2025 | Feb 17, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 3,058,691 | 70,426 | 1.69% | 0.34% | 38 | +2,612,946 | 586.2% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 2,912,578 | 67,062 | 0.09% | 0.06% | 39 | +980,099 | 50.72% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,672,209 | 61,527 | 0.02% | 0.02% | 40 | +256,297 | 10.61% | Q4 2025 | Feb 18, 2026 |
| Merit Financial Group, LLC | History | Reduced | 2,541,072 | 58,508 | 0.47% | 0.58% | 41 | -212,306 | -7.71% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,480,613 | 57,116 | 0.14% | 0.14% | 42 | +175,580 | 7.62% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 2,436,008 | 56,120 | 0.1% | 0.11% | 43 | +74,727 | 3.16% | Q4 2025 | Feb 05, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 2,366,596 | 54,490 | 0.04% | 0.03% | 44 | +792,188 | 50.32% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,361,902 | 54,383 | 0.12% | 0.12% | 45 | +92,346 | 4.07% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,257,123 | 51,980 | 0.08% | 0.11% | 46 | -1,286,568 | -36.31% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,153,760 | 49,590 | 0.01% | 0.01% | 47 | +131,056 | 6.48% | Q4 2025 | Feb 10, 2026 |
| Dodds Wealth, LLC | History | Reduced | 2,006,858 | 46,207 | 11.33% | 12.9% | 48 | -246,134 | -10.92% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,972,791 | 45,423 | 0.01% | 0.01% | 49 | -23,489 | -1.18% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,888,331 | 43,478 | 0.18% | 0.16% | 50 | +313,206 | 19.88% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Added to | 1,879,087 | 43,265 | 0.96% | 0.78% | 51 | +319,691 | 20.5% | Q4 2025 | Feb 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,843,471 | 42,445 | 0.23% | 0.28% | 52 | -267,309 | -12.66% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 1,834,821 | 42,246 | 0.05% | 0.0% | 53 | +1,711,821 | 1391.72% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 1,779,220 | 40,966 | 0.11% | 0.13% | 54 | +40,902 | 2.35% | Q4 2025 | Jan 26, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 1,644,012 | 37,853 | 2.82% | 2.64% | 55 | +168,096 | 11.39% | Q4 2025 | Jan 16, 2026 |
| US BANCORP \DE\ | History | Added to | 1,643,751 | 37,847 | 0.04% | 0.04% | 56 | +43,793 | 2.74% | Q4 2025 | Jan 30, 2026 |
| Foster Group, Inc. | History | Reduced | 1,591,111 | 36,635 | 1.11% | 1.17% | 57 | -20,416 | -1.27% | Q4 2025 | Jan 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,584,253 | 36,477 | 0.44% | 0.55% | 58 | -318,867 | -16.75% | Q4 2025 | Jan 21, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 1,540,508 | 35,470 | 1.84% | 2.05% | 59 | -29,342 | -1.87% | Q4 2025 | Feb 06, 2026 |
| Verum Partners LLC | History | Added to | 1,494,604 | 34,413 | 6.94% | 7.06% | 60 | +58,050 | 4.04% | Q4 2025 | Jan 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,429,153 | 32,906 | 0.12% | 0.11% | 61 | +118,013 | 9.0% | Q4 2025 | Feb 06, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 1,387,013 | 31,935 | 1.78% | 2.39% | 62 | -588,516 | -29.79% | Q4 2025 | Feb 06, 2026 |
| COMMERCE BANK | History | Added to | 1,372,690 | 31,606 | 0.17% | 0.14% | 63 | +294,313 | 27.29% | Q4 2025 | Feb 13, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 1,250,000 | 28,781 | 0.96% | 1.06% | 64 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,247,409 | 28,721 | 0.23% | 0.03% | 65 | +980,256 | 366.93% | Q4 2025 | Feb 13, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 1,200,388 | 27,638 | 3.05% | 3.19% | 66 | -6,179 | -0.51% | Q4 2025 | Feb 06, 2026 |
| Acorns Advisers, LLC | History | Added to | 1,199,293 | 27,614 | 0.21% | 0.21% | 67 | +51,857 | 4.52% | Q4 2025 | Feb 13, 2026 |
| DDFG, Inc | History | Added to | 1,198,701 | 27,600 | 6.04% | 6.26% | 68 | +26,871 | 2.29% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,184,157 | 27,265 | 0.04% | 0.03% | 69 | +52,928 | 4.68% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,127,713 | 25,966 | 0.22% | 0.17% | 70 | +179,130 | 18.88% | Q4 2025 | Jan 05, 2026 |
| Nationwide Fund Advisors | History | Reduced | 1,126,536 | 25,938 | 1.11% | 1.48% | 71 | -37,578 | -3.23% | Q4 2025 | Jan 23, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 1,114,892 | 25,670 | 3.32% | 3.23% | 72 | +65,350 | 6.23% | Q4 2025 | Feb 13, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 1,102,938 | 25,395 | 2.64% | 2.56% | 73 | +48,047 | 4.55% | Q4 2025 | Feb 12, 2026 |
| Trilogy Capital Inc. | History | Reduced | 1,093,234 | 25,171 | 1.12% | 2.81% | 74 | -1,541,601 | -58.51% | Q4 2025 | Jan 22, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | New | 1,088,991 | 25,079 | 12.25% | — | 75 | +1,088,991 | New | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,084,797 | 24,977 | 0.07% | 0.07% | 76 | -36,926 | -3.29% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,079,425 | 24,853 | 0.04% | 0.05% | 77 | +67,043 | 6.62% | Q4 2025 | Mar 16, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 1,073,202 | 24,710 | 3.06% | 3.17% | 78 | +3,627 | 0.34% | Q4 2025 | Jan 14, 2026 |
| CWM, LLC | History | Reduced | 1,071,354 | 24,668 | 0.07% | 0.08% | 79 | -71,850 | -6.28% | Q4 2025 | Jan 26, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,005,270 | 23,146 | 0.16% | 0.15% | 80 | +147,291 | 17.17% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 980,613 | 22,558 | 0.03% | 0.04% | 81 | -14,959 | -1.5% | Q4 2025 | Feb 11, 2026 |
| Genus Capital Management Inc. | History | Reduced | 928,796 | 21,385 | 2.49% | 2.5% | 82 | -3,624 | -0.39% | Q4 2025 | Feb 09, 2026 |
| Roberts Financial Services LLC | History | Added to | 925,786 | 21,316 | 6.69% | 6.7% | 83 | +28,152 | 3.14% | Q4 2025 | Jan 23, 2026 |
| Strategic Blueprint, LLC | History | Added to | 876,773 | 20,187 | 1.19% | 0.84% | 84 | +41,070 | 4.91% | Q4 2025 | Jan 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 867,640 | 19,977 | 0.02% | 0.02% | 85 | +31,303 | 3.74% | Q4 2025 | Feb 13, 2026 |
| Envision Financial Planning, LLC | History | Added to | 867,377 | 19,971 | 7.55% | 8.36% | 86 | +15,068 | 1.77% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 866,033 | 19,944 | 0.49% | 0.51% | 87 | +740 | 0.09% | Q4 2025 | Jan 28, 2026 |
| Annandale Capital, LLC | History | Added to | 845,043 | 19,457 | 2.31% | 3.24% | 88 | +21,766 | 2.64% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 827,918 | 19,062 | 0.2% | 0.16% | 89 | +361,889 | 77.65% | Q4 2025 | Jan 23, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 818,330 | 18,842 | 3.06% | 3.14% | 90 | -3,370 | -0.41% | Q4 2025 | Jan 28, 2026 |
| Savant Capital, LLC | History | Reduced | 797,055 | 18,352 | 0.1% | 0.12% | 91 | -31,745 | -3.83% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 775,899 | 17,865 | 0.28% | 0.21% | 92 | +212,482 | 37.71% | Q4 2025 | Feb 12, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 764,044 | 17,592 | 0.68% | 0.69% | 93 | +13,281 | 1.77% | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Added to | 762,874 | 17,565 | 0.31% | 0.38% | 94 | +21,868 | 2.95% | Q4 2025 | Feb 06, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 750,002 | 17,268 | 2.31% | 2.54% | 95 | -50,381 | -6.29% | Q4 2025 | Feb 17, 2026 |
| Juno Financial Group LLC | History | New | 729,615 | 16,799 | 6.72% | — | 96 | +729,615 | New | Q4 2025 | Jan 28, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 713,067 | 16,421 | 0.29% | 0.28% | 97 | +21,778 | 3.15% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | Added to | 705,441 | 16,242 | 2.96% | 2.88% | 98 | +31,122 | 4.62% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 691,470 | 15,921 | 0.02% | 0.02% | 99 | +124,615 | 21.98% | Q4 2025 | Feb 13, 2026 |
| Snider Financial Group | History | Added to | 682,014 | 15,703 | 4.18% | 4.02% | 100 | +44,843 | 7.04% | Q4 2025 | Jan 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 660,168 | 15,200 | 0.27% | 0.3% | 101 | +19,759 | 3.09% | Q4 2025 | Jan 16, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 639,725 | 14,729 | 7.19% | 6.62% | 102 | +59,658 | 10.28% | Q4 2025 | Feb 09, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 638,315 | 14,697 | 2.52% | 2.25% | 103 | +34,747 | 5.76% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 634,992 | 14,620 | 0.05% | 0.06% | 104 | +43,138 | 7.29% | Q4 2025 | Feb 18, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 623,614 | 14,358 | 5.12% | 4.53% | 105 | +36,549 | 6.23% | Q4 2025 | Feb 03, 2026 |
| Gotham Asset Management, LLC | History | Added to | 618,852 | 14,249 | 0.05% | 0.01% | 106 | +545,770 | 746.79% | Q4 2025 | Feb 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 617,932 | 14,227 | 0.52% | 0.64% | 107 | +26,601 | 4.5% | Q4 2025 | Feb 09, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 613,487 | 14,125 | 2.69% | 2.75% | 108 | +7,738 | 1.28% | Q4 2025 | Jan 26, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 606,823 | 13,972 | 0.67% | 0.05% | 109 | +575,247 | 1821.79% | Q4 2025 | Feb 12, 2026 |
| Pacific Wealth Management | History | Added to | 604,085 | 13,909 | 6.46% | 6.92% | 110 | +9,398 | 1.58% | Q4 2025 | Feb 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 601,133 | 13,841 | 1.32% | 1.5% | 111 | +96,977 | 19.24% | Q4 2025 | Jan 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 595,914 | 13,720 | 0.19% | 0.01% | 112 | +577,619 | 3157.25% | Q4 2025 | Feb 06, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 587,797 | 13,546 | 1.17% | 1.15% | 113 | +587,686 | 529446.85% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 583,032 | 13,423 | 0.24% | 0.25% | 114 | +41,207 | 7.61% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 580,856 | 13,374 | 0.02% | — | 115 | +580,856 | New | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Added to | 578,537 | 13,320 | 0.14% | 0.14% | 116 | +28,861 | 5.25% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 571,455 | 13,157 | 0.01% | 0.01% | 117 | +10,602 | 1.89% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 558,195 | 12,852 | 0.06% | 0.07% | 118 | -75,528 | -11.92% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL PLC | History | Added to | 546,882 | 12,591 | 0.1% | 0.06% | 119 | +179,105 | 48.7% | Q4 2025 | Feb 11, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 545,907 | 12,485 | 5.17% | 0.06% | 120 | +540,330 | 9688.54% | Q4 2025 | Jan 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 539,876 | 12,449 | 0.58% | 0.52% | 121 | +147,097 | 37.45% | Q4 2025 | Feb 03, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 540,257 | 12,439 | 0.15% | 0.11% | 122 | -14,986 | -2.7% | Q4 2025 | Feb 13, 2026 |
| Gibbs Wealth Management | History | Reduced | 530,508 | 12,233 | 2.96% | 2.96% | 123 | -36,465 | -6.43% | Q4 2025 | Jan 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 524,342 | 12,072 | 0.16% | 0.19% | 124 | -75,005 | -12.51% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 523,475 | 12,053 | 0.67% | 0.63% | 125 | -10,772 | -2.02% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 509,904 | 11,740 | 0.25% | 0.16% | 126 | +206,444 | 68.03% | Q4 2025 | Feb 02, 2026 |
| Montecito Bank & Trust | History | Reduced | 498,425 | 11,476 | 1.83% | 1.87% | 127 | -23,502 | -4.5% | Q4 2025 | Jan 09, 2026 |
| Seascape Capital Management | History | Added to | 496,106 | 11,423 | 3.25% | 3.2% | 128 | +13,500 | 2.8% | Q4 2025 | Jan 21, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 467,933 | 10,774 | 0.11% | 0.07% | 129 | +247,387 | 112.17% | Q4 2025 | Feb 10, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 458,334 | 10,553 | 1.53% | 1.5% | 130 | +24,711 | 5.7% | Q4 2025 | Jan 27, 2026 |
| IFG Advisory, LLC | History | Added to | 458,126 | 10,548 | 0.46% | 0.44% | 131 | +35,176 | 8.32% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 445,461 | 10,256 | 0.0% | — | 132 | +445,461 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 443,345 | 10,208 | 0.06% | 0.06% | 133 | +5,936 | 1.36% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Added to | 439,590 | 10,121 | 0.12% | 0.11% | 134 | +28,069 | 6.82% | Q4 2025 | Feb 05, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 433,752 | 9,987 | 5.31% | 5.51% | 135 | -31,535 | -6.78% | Q4 2025 | Feb 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 429,576 | 9,890 | 0.13% | 0.15% | 136 | -65,794 | -13.28% | Q4 2025 | Jan 22, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 424,158 | 9,759 | 0.11% | 0.14% | 137 | -73,885 | -14.84% | Q4 2025 | Feb 05, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 422,433 | 9,726 | 0.31% | 0.31% | 138 | +19,133 | 4.74% | Q4 2025 | Jan 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 419,429 | 9,657 | 0.25% | 0.29% | 139 | +2,348 | 0.56% | Q4 2025 | Feb 02, 2026 |
| STOLZ & ASSOCIATES, PS | History | New | 417,516 | 9,613 | 7.42% | — | 140 | +417,516 | New | Q4 2025 | Feb 06, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 412,154 | 9,489 | 0.1% | 0.1% | 141 | +9,603 | 2.39% | Q4 2025 | Jan 16, 2026 |
| Westshore Wealth, LLC | History | Added to | 407,358 | 9,379 | 3.1% | 3.09% | 142 | +16,775 | 4.29% | Q4 2025 | Feb 25, 2026 |
| Phoenix Wealth Advisors | History | Added to | 396,701 | 9,134 | 3.51% | 3.44% | 143 | +9,800 | 2.53% | Q4 2025 | Jan 22, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 393,318 | 9,056 | 0.74% | 0.83% | 144 | -20,840 | -5.03% | Q4 2025 | Jan 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 391,435 | 9,012 | 0.01% | 0.01% | 145 | -136,203 | -25.81% | Q4 2025 | Feb 17, 2026 |
| Addison Capital Co | History | Added to | 389,627 | 8,971 | 2.24% | 1.87% | 146 | +116,393 | 42.6% | Q4 2025 | Feb 02, 2026 |
| Cornerstone National Bank & Trust Co | History | Added to | 386,770 | 8,905 | 3.55% | 3.1% | 147 | +57,856 | 17.59% | Q4 2025 | Jan 29, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 381,747 | 8,789 | 0.12% | 0.13% | 148 | +5,442 | 1.45% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 368,097 | 8,475 | 0.03% | 0.04% | 149 | +6,957 | 1.93% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 363,324 | 8,367 | 0.0% | 0.0% | 150 | +67,161 | 22.68% | Q4 2025 | Feb 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 329,665 | 7,591 | 0.25% | — | 151 | +329,665 | New | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 329,632 | 7,589 | 0.15% | 0.1% | 152 | +208,194 | 171.44% | Q4 2025 | Feb 11, 2026 |
| Coign Capital Advisors LLC | History | Added to | 326,416 | 7,515 | 3.93% | 3.99% | 153 | +12,748 | 4.06% | Q4 2025 | Jan 20, 2026 |
| Hilltop Holdings Inc. | History | Added to | 326,086 | 7,508 | 0.44% | 0.36% | 154 | +28,712 | 9.66% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 322,781 | 7,432 | 0.0% | 0.0% | 155 | +62,777 | 24.14% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 306,177 | 7,049 | 0.01% | 0.01% | 156 | -17,180 | -5.31% | Q4 2025 | Feb 17, 2026 |
| Family Capital Trust Co | History | Added to | 301,399 | 6,938 | 2.27% | 2.32% | 157 | +1,306 | 0.44% | Q4 2025 | Jan 27, 2026 |
| CROBAN | History | Added to | 298,315 | 6,866 | 3.31% | 2.46% | 158 | +138,218 | 86.33% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 295,984 | 6,815 | 0.01% | 0.01% | 159 | +58,640 | 24.71% | Q4 2025 | Feb 12, 2026 |
| Fairtree Asset Management (Pty) Ltd | History | Added to | 295,534 | 6,804 | 3.13% | 4.31% | 160 | +10,954 | 3.85% | Q4 2025 | Feb 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 290,889 | 6,697 | 0.01% | 0.01% | 161 | +54,292 | 22.95% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 290,392 | 6,686 | 0.0% | 0.0% | 162 | +19,041 | 7.02% | Q4 2025 | Feb 17, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 284,136 | 6,542 | 2.43% | 1.57% | 163 | +113,057 | 66.08% | Q4 2025 | Feb 03, 2026 |
| Westfuller Advisors, LLC | History | Added to | 276,831 | 6,374 | 2.58% | 2.79% | 164 | +11,518 | 4.34% | Q4 2025 | Jan 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 268,486 | 6,181 | 1.74% | 1.56% | 165 | +17,279 | 6.88% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 267,836 | 6,167 | 0.05% | — | 166 | +267,836 | New | Q4 2025 | Feb 18, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 266,230 | 6,129 | 0.27% | 0.28% | 167 | -2,100 | -0.78% | Q4 2025 | Jan 29, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 261,936 | 6,030 | 0.02% | 0.03% | 168 | +5,152 | 2.01% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 261,521 | 6,018 | 0.95% | 0.88% | 169 | +30,412 | 13.16% | Q4 2025 | Jan 08, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 256,529 | 5,906 | 1.2% | 1.17% | 170 | +16,092 | 6.69% | Q4 2025 | Feb 03, 2026 |
| Center For Asset Management LLC | History | Reduced | 251,154 | 5,782 | 3.02% | 3.33% | 171 | -18,499 | -6.86% | Q4 2025 | Jan 21, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 246,190 | 5,668 | 1.79% | 3.32% | 172 | -241,700 | -49.54% | Q4 2025 | Feb 03, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 245,911 | 5,662 | 0.09% | 0.1% | 173 | -21,306 | -7.97% | Q4 2025 | Jan 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 236,764 | 5,451 | 0.04% | 0.03% | 174 | +67,418 | 39.81% | Q4 2025 | Feb 12, 2026 |
| JT Stratford LLC | History | Reduced | 236,147 | 5,437 | 0.7% | 1.0% | 175 | -85,710 | -26.63% | Q4 2025 | Feb 12, 2026 |
| BLUELINE ADVISORS LLC | History | New | 223,574 | 5,147 | 4.2% | — | 176 | +223,574 | New | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 223,100 | 5,137 | 0.01% | 0.01% | 177 | -4,243 | -1.87% | Q4 2025 | Feb 10, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 222,909 | 5,132 | 0.17% | 0.15% | 178 | +22,482 | 11.22% | Q4 2025 | Jan 20, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 219,858 | 5,062 | 2.05% | 2.08% | 179 | +9,001 | 4.27% | Q4 2025 | Jan 22, 2026 |
| HSBC HOLDINGS PLC | History | New | 216,159 | 4,977 | 0.0% | — | 180 | +216,159 | New | Q4 2025 | Mar 20, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 214,481 | 4,938 | 0.69% | 0.68% | 181 | +15,457 | 7.77% | Q4 2025 | Feb 02, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 214,319 | 4,934 | 4.72% | — | 182 | +214,319 | New | Q4 2025 | Feb 09, 2026 |
| DSG Capital Advisors, LLC | History | Reduced | 212,896 | 4,912 | 0.75% | 0.92% | 183 | -37,342 | -14.92% | Q4 2025 | Jan 27, 2026 |
| Crabel Capital Management, LLC | History | Added to | 211,039 | 4,859 | 3.67% | 3.61% | 184 | +36,795 | 21.12% | Q4 2025 | Feb 17, 2026 |
| Portside Wealth Group, LLC | History | Added to | 209,146 | 4,815 | 0.65% | 0.63% | 185 | +11,126 | 5.62% | Q4 2025 | Jan 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 208,407 | 4,799 | 0.09% | 0.1% | 186 | -28 | -0.01% | Q4 2025 | Feb 12, 2026 |
| Ascent Group, LLC | History | Added to | 205,828 | 4,739 | 0.16% | 0.16% | 187 | +5,540 | 2.77% | Q4 2025 | Jan 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 205,347 | 4,728 | 0.33% | 0.35% | 188 | +16,022 | 8.46% | Q4 2025 | Jan 21, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 205,105 | 4,722 | 0.83% | 0.8% | 189 | +9,612 | 4.92% | Q4 2025 | Feb 03, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 204,107 | 4,697 | 1.37% | 1.32% | 190 | +27,357 | 15.48% | Q4 2025 | Jan 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 203,822 | 4,693 | 0.06% | 0.03% | 191 | +113,857 | 126.56% | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 202,781 | 4,669 | 0.15% | 0.13% | 192 | +12,037 | 6.31% | Q4 2025 | Jan 09, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 202,029 | 4,651 | 0.11% | 0.11% | 193 | +4,309 | 2.18% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 193,651 | 4,458 | 0.21% | 0.02% | 194 | +176,062 | 1000.98% | Q4 2025 | Feb 13, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Added to | 192,636 | 4,435 | 3.43% | 3.3% | 195 | +1,779 | 0.93% | Q4 2025 | Jan 23, 2026 |
| MATHER GROUP, LLC. | History | Added to | 188,767 | 4,346 | 0.04% | 0.04% | 196 | +2,030 | 1.09% | Q4 2025 | Jan 13, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 188,307 | 4,335 | 1.31% | 1.33% | 197 | +6,412 | 3.53% | Q4 2025 | Jan 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 182,801 | 4,208 | 0.0% | 0.0% | 198 | +8,238 | 4.72% | Q4 2025 | Mar 25, 2026 |
| Stonekeep Investments, LLC | History | Added to | 182,564 | 4,204 | 2.69% | 2.57% | 199 | +7,033 | 4.01% | Q4 2025 | Jan 07, 2026 |
| First Pacific Financial | History | Added to | 179,323 | 4,128 | 0.54% | 0.54% | 200 | +9,723 | 5.73% | Q4 2025 | Jan 16, 2026 |
| COMERICA BANK | History | Reduced | 178,434 | 4,108 | 0.02% | 0.02% | 201 | -3,819 | -2.1% | Q4 2025 | Jan 29, 2026 |
| Olde Wealth Management, LLC | History | Added to | 177,969 | 4,097 | 1.26% | 1.23% | 202 | +4,957 | 2.87% | Q4 2025 | Feb 12, 2026 |
| Element Wealth, LLC | History | Reduced | 177,450 | 4,085 | 1.68% | 1.84% | 203 | -5,183 | -2.84% | Q4 2025 | Feb 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 173,648 | 4,028 | 0.42% | 0.44% | 204 | +923 | 0.53% | Q4 2025 | Feb 12, 2026 |
| Peak Wealth Management LLC | History | New | 171,660 | 3,952 | 3.3% | — | 205 | +171,660 | New | Q4 2025 | Feb 04, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 171,090 | 3,939 | 2.55% | 2.21% | 206 | -5,564 | -3.15% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Added to | 167,953 | 3,877 | 0.02% | 0.02% | 207 | +58,403 | 53.31% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Reduced | 167,774 | 3,863 | 0.14% | 0.15% | 208 | -450 | -0.27% | Q4 2025 | Jan 21, 2026 |
| NorthRock Partners, LLC | History | Added to | 165,640 | 3,813 | 0.06% | 0.05% | 209 | +44,807 | 37.08% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 164,646 | 3,790 | 0.33% | 0.33% | 210 | +3,678 | 2.28% | Q4 2025 | Jan 26, 2026 |
| Traveka Wealth, LLC | History | Added to | 164,498 | 3,787 | 1.54% | 0.96% | 211 | +71,723 | 77.31% | Q4 2025 | Jan 08, 2026 |
| Wealthfront Advisers LLC | History | Added to | 162,193 | 3,734 | 0.01% | 0.01% | 212 | +6,165 | 3.95% | Q4 2025 | Jan 30, 2026 |
| Sollinda Capital Management LLC | History | Added to | 161,564 | 3,720 | 0.95% | 0.95% | 213 | +11,481 | 7.65% | Q4 2025 | Jan 15, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 161,123 | 3,709 | 0.4% | 0.41% | 214 | +36,447 | 29.23% | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 160,426 | 3,693 | 0.2% | 0.19% | 215 | +2,521 | 1.6% | Q4 2025 | Feb 11, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 158,627 | 3,658 | 1.48% | 1.57% | 216 | -277 | -0.17% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 157,829 | 3,634 | 0.04% | 0.03% | 217 | +34,062 | 27.52% | Q4 2025 | Jan 20, 2026 |
| Regal Investment Advisors LLC | History | Added to | 157,504 | 3,626 | 0.22% | 0.23% | 218 | +4,910 | 3.22% | Q4 2025 | Feb 17, 2026 |
| Bull Oak Capital, LLC | History | Added to | 155,747 | 3,586 | 1.46% | 1.48% | 219 | +5,483 | 3.65% | Q4 2025 | Feb 02, 2026 |
| Shira Ridge Wealth Management | History | Added to | 155,628 | 3,583 | 1.44% | 0.91% | 220 | +63,020 | 68.05% | Q4 2025 | Jan 12, 2026 |
| Twele Capital Management, Inc. | History | Added to | 153,186 | 3,527 | 0.63% | 0.62% | 221 | +8,194 | 5.65% | Q4 2025 | Jan 09, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 151,029 | 3,477 | 0.53% | 0.63% | 222 | +24,379 | 19.25% | Q4 2025 | Feb 13, 2026 |
| NOVEM GROUP | History | Added to | 150,098 | 3,456 | 0.4% | 0.38% | 223 | +10,276 | 7.35% | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 147,240 | 3,397 | 0.13% | 0.12% | 224 | +61,421 | 71.57% | Q4 2025 | Feb 13, 2026 |
| Keel Point, LLC | History | Reduced | 146,413 | 3,371 | 0.2% | 0.27% | 225 | -40,102 | -21.5% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 143,971 | 3,314 | 0.05% | 0.03% | 226 | +40,892 | 39.67% | Q4 2025 | Feb 17, 2026 |
| Arrowroot Family Office, LLC | History | New | 142,986 | 3,292 | 1.2% | — | 228 | +142,986 | New | Q4 2025 | Feb 11, 2026 |
| Sharkey, Howes & Javer | History | Added to | 143,014 | 3,292 | 0.42% | 0.36% | 227 | +23,074 | 19.24% | Q4 2025 | Jan 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 142,033 | 3,275 | 0.07% | 0.06% | 229 | +36,059 | 34.03% | Q4 2025 | Jan 08, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 142,132 | 3,272 | 2.03% | 2.04% | 230 | +97 | 0.07% | Q4 2025 | Jan 12, 2026 |
| World Investment Advisors | History | Added to | 139,492 | 3,211 | 0.05% | 0.01% | 231 | +123,416 | 767.7% | Q4 2025 | Mar 12, 2026 |
| Shelter Mutual Insurance Co | History | Added to | 137,620 | 3,169 | 0.71% | 0.65% | 232 | +13,060 | 10.48% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 135,273 | 3,116 | 0.0% | 0.0% | 233 | +11,290 | 9.11% | Q4 2025 | Feb 18, 2026 |
| SWMG, LLC | History | Added to | 135,286 | 3,116 | 0.87% | 0.93% | 234 | +3,200 | 2.42% | Q4 2025 | Feb 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 134,691 | 3,101 | 0.21% | 0.22% | 235 | -112 | -0.08% | Q4 2025 | Jan 08, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 132,923 | 3,060 | 0.05% | — | 236 | +132,923 | New | Q4 2025 | Feb 13, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 132,391 | 3,048 | 1.01% | 1.03% | 237 | +7,551 | 6.05% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 129,169 | 2,974 | 0.0% | 0.0% | 238 | -10,988 | -7.84% | Q4 2025 | Feb 06, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 127,922 | 2,944 | 0.03% | 0.04% | 239 | +7,016 | 5.8% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 127,643 | 2,938 | 0.06% | 0.02% | 240 | +86,978 | 213.89% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | New | 124,764 | 2,873 | 0.0% | — | 241 | +124,764 | New | Q4 2025 | Feb 05, 2026 |
| STAR Financial Bank | History | New | 121,608 | 2,800 | 1.43% | — | 242 | +121,608 | New | Q4 2025 | Feb 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 121,129 | 2,788 | 0.41% | 0.41% | 243 | +3,450 | 2.93% | Q4 2025 | Feb 10, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 118,125 | 2,719 | 0.1% | 0.1% | 244 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sovran Advisors, LLC | History | Added to | 116,057 | 2,678 | 0.23% | 0.22% | 245 | +11,026 | 10.5% | Q4 2025 | Jan 20, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 112,540 | 2,591 | 1.49% | 1.72% | 246 | -3,394 | -2.93% | Q4 2025 | Feb 09, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 111,425 | 2,565 | 1.63% | 1.25% | 247 | +30,744 | 38.11% | Q4 2025 | Feb 04, 2026 |
| RFG Advisory, LLC | History | Added to | 108,546 | 2,499 | 0.05% | 0.05% | 248 | +10,152 | 10.32% | Q4 2025 | Feb 03, 2026 |
| Composition Wealth, LLC | History | Added to | 107,014 | 2,463 | 0.04% | 0.03% | 249 | +10,052 | 10.37% | Q4 2025 | Feb 02, 2026 |
| Net Worth Advisory Group | History | Added to | 106,868 | 2,460 | 0.5% | 0.23% | 250 | +72,555 | 211.45% | Q4 2025 | Jan 14, 2026 |
| Altiora Financial Group, LLC | History | New | 106,475 | 2,451 | 0.42% | — | 251 | +106,475 | New | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 103,014 | 2,371 | 0.03% | 0.03% | 252 | +3,382 | 3.39% | Q4 2025 | Feb 09, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 101,738 | 2,342 | 2.0% | 2.14% | 253 | -2,027 | -1.95% | Q4 2025 | Jan 21, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 101,555 | 2,338 | 0.03% | 0.03% | 254 | -1,109 | -1.08% | Q4 2025 | Jan 26, 2026 |
| WESBANCO BANK INC | History | No change | 100,424 | 2,312 | 0.06% | 0.06% | 255 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 99,301 | 2,286 | 0.0% | 0.0% | 256 | +32,046 | 47.65% | Q4 2025 | Feb 17, 2026 |
| Stokes Family Office, LLC | History | Added to | 99,238 | 2,284 | 0.21% | 0.17% | 257 | +19,737 | 24.83% | Q4 2025 | Feb 18, 2026 |
| Blue Edge Capital, LLC | History | Added to | 99,192 | 2,283 | 0.31% | 0.32% | 258 | +516 | 0.52% | Q4 2025 | Feb 12, 2026 |
| Western Financial Corp/CA | History | Reduced | 98,072 | 2,258 | 0.9% | 1.0% | 259 | -1,199 | -1.21% | Q4 2025 | Jan 21, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 97,803 | 2,251 | 0.02% | — | 260 | +97,803 | New | Q4 2025 | Feb 18, 2026 |
| ORG Partners LLC | History | Reduced | 97,622 | 2,247 | 0.4% | 0.42% | 261 | -1,100 | -1.11% | Q4 2025 | Jan 14, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 96,024 | 2,210 | 0.8% | 0.24% | 262 | +67,747 | 239.58% | Q4 2025 | Jan 13, 2026 |
| BIP Wealth, LLC | History | Added to | 95,625 | 2,201 | 0.08% | 0.1% | 263 | +7,232 | 8.18% | Q4 2025 | Jan 21, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 95,245 | 2,193 | 0.73% | 0.76% | 264 | -896 | -0.93% | Q4 2025 | Jan 22, 2026 |
| DMC Group, LLC | History | Added to | 93,894 | 2,161 | 1.44% | 1.47% | 265 | +1,941 | 2.11% | Q4 2025 | Jan 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 92,864 | 2,138 | 0.04% | 0.04% | 266 | -5,359 | -5.46% | Q4 2025 | Feb 11, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 92,888 | 2,138 | 0.72% | 0.73% | 267 | -1,194 | -1.27% | Q4 2025 | Jan 07, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 91,585 | 2,108 | 0.4% | — | 269 | +91,585 | New | Q4 2025 | Feb 13, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 91,579 | 2,108 | 0.32% | 0.31% | 268 | +3,744 | 4.26% | Q4 2025 | Jan 27, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 90,819 | 2,091 | 0.64% | 7.31% | 270 | -877,047 | -90.62% | Q4 2025 | Jan 26, 2026 |
| SWP FINANCIAL LLC | History | Added to | 90,308 | 2,079 | 1.04% | 1.02% | 271 | +3,318 | 3.81% | Q4 2025 | Jan 16, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 90,073 | 2,073 | 0.11% | 0.11% | 273 | +3,549 | 4.1% | Q4 2025 | Jan 07, 2026 |
| Horizon Investments, LLC | History | Added to | 90,084 | 2,073 | 0.03% | 0.03% | 272 | +1,776 | 2.01% | Q4 2025 | Feb 02, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 90,008 | 2,072 | 0.08% | 0.0% | 274 | +88,075 | 4556.39% | Q4 2025 | Feb 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 89,751 | 2,066 | 0.12% | 0.14% | 275 | +2,959 | 3.41% | Q4 2025 | Feb 10, 2026 |
| One Day In July LLC | History | Reduced | 89,076 | 2,050 | 0.17% | 0.18% | 276 | -1,791 | -1.97% | Q4 2025 | Feb 04, 2026 |
| One Wealth Advisors, LLC | History | Added to | 88,877 | 2,046 | 0.25% | 0.23% | 277 | +9,721 | 12.28% | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | Added to | 88,336 | 2,033 | 0.0% | 0.0% | 278 | +2,862 | 3.35% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 87,228 | 2,008 | 0.02% | 0.02% | 279 | +12,473 | 16.69% | Q4 2025 | Jan 15, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 86,890 | 2,000 | 1.61% | — | 281 | +86,890 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 103,776 | 2,000 | 0.0% | 0.0% | 280 | +70,960 | 216.24% | Q4 2025 | Mar 09, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 85,658 | 1,972 | 0.07% | 0.43% | 282 | -398,489 | -82.31% | Q4 2025 | Feb 04, 2026 |
| Trek Financial, LLC | History | Added to | 85,626 | 1,971 | 0.11% | 0.12% | 283 | +899 | 1.06% | Q4 2025 | Feb 04, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 83,159 | 1,914 | 0.1% | 0.11% | 284 | +2,637 | 3.27% | Q4 2025 | Jan 20, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 82,896 | 1,908 | 0.03% | 0.27% | 285 | -561,974 | -87.15% | Q4 2025 | Feb 17, 2026 |
| Jordan Park Trust Co LLC | History | Reduced | 82,886 | 1,908 | 1.31% | 1.89% | 286 | -1,115 | -1.33% | Q4 2025 | Feb 03, 2026 |
| Austin Private Wealth, LLC | History | Added to | 81,784 | 1,883 | 0.14% | 0.14% | 287 | +3,108 | 3.95% | Q4 2025 | Jan 20, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 81,012 | 1,865 | 0.27% | 0.27% | 288 | +8,693 | 12.02% | Q4 2025 | Feb 09, 2026 |
| Regency Capital Management Inc.\DE | History | Added to | 80,734 | 1,858 | 0.77% | 0.81% | 289 | +7,364 | 10.04% | Q4 2025 | Feb 11, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 79,236 | 1,824 | 1.11% | 1.67% | 291 | -39,343 | -33.18% | Q4 2025 | Jan 16, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 79,154 | 1,824 | 0.53% | 0.37% | 290 | +32,016 | 67.92% | Q4 2025 | Feb 10, 2026 |
| Advisor OS, LLC | History | Added to | 78,864 | 1,815 | 0.15% | 0.02% | 292 | +68,054 | 629.55% | Q4 2025 | Feb 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 78,574 | 1,809 | 0.04% | 0.02% | 293 | +41,274 | 110.65% | Q4 2025 | Feb 09, 2026 |
| High Falls Advisors, Inc | History | Added to | 78,546 | 1,808 | 0.37% | 0.35% | 294 | +5,750 | 7.9% | Q4 2025 | Feb 18, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 78,146 | 1,799 | 0.23% | — | 295 | +78,146 | New | Q4 2025 | Jan 27, 2026 |
| MA Private Wealth | History | Reduced | 78,046 | 1,797 | 0.3% | 0.38% | 296 | -20,961 | -21.17% | Q4 2025 | Feb 03, 2026 |
| Avondale Wealth Management | History | Added to | 76,187 | 1,754 | 0.9% | 0.87% | 297 | +5,198 | 7.32% | Q4 2025 | Feb 17, 2026 |
| TFB Advisors LLC | History | Added to | 74,502 | 1,715 | 0.48% | 0.47% | 298 | +5,107 | 7.36% | Q4 2025 | Feb 13, 2026 |
| Richmond Investment Services, LLC | History | Added to | 73,941 | 1,702 | 0.29% | 0.28% | 299 | +8,527 | 13.04% | Q4 2025 | Feb 12, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 73,097 | 1,683 | 0.35% | 0.27% | 300 | +778 | 1.08% | Q4 2025 | Feb 06, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 72,520 | 1,669 | 1.48% | — | 301 | +72,520 | New | Q4 2025 | Feb 05, 2026 |
| Cosner Financial Group, LLC | History | Reduced | 72,312 | 1,664 | 0.85% | 0.93% | 302 | -2,530 | -3.38% | Q4 2025 | Jan 30, 2026 |
| Prospera Financial Services Inc | History | Reduced | 69,785 | 1,607 | 0.03% | 0.03% | 303 | -3,519 | -4.8% | Q4 2025 | Feb 09, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 70,049 | 1,606 | 0.93% | 0.48% | 304 | +6,430 | 10.11% | Q4 2025 | Feb 10, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 69,620 | 1,602 | 0.39% | 0.41% | 305 | -4,994 | -6.69% | Q4 2025 | Feb 12, 2026 |
| Idaho Trust Co | History | Reduced | 69,302 | 1,595 | 0.53% | 0.76% | 306 | -28,845 | -29.39% | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS | History | Reduced | 68,816 | 1,584 | 0.05% | 0.06% | 307 | -11,569 | -14.39% | Q4 2025 | Feb 10, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 68,371 | 1,574 | 0.18% | 0.18% | 308 | +1,631 | 2.44% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 68,117 | 1,568 | 0.02% | 0.03% | 309 | -35,589 | -34.32% | Q4 2025 | Feb 11, 2026 |
| PFG Advisors | History | Reduced | 68,013 | 1,565 | 0.08% | 0.18% | 310 | -125,887 | -64.92% | Q4 2025 | Jan 27, 2026 |
| Simplicity Wealth,LLC | History | Added to | 67,554 | 1,555 | 0.09% | 0.08% | 311 | +5,270 | 8.46% | Q4 2025 | Jan 30, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 67,302 | 1,549 | 0.11% | 0.13% | 312 | -6,120 | -8.34% | Q4 2025 | Feb 10, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 67,138 | 1,545 | 0.36% | 0.38% | 313 | -713 | -1.05% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 66,183 | 1,523 | 0.0% | 0.0% | 314 | -1,085 | -1.61% | Q4 2025 | Feb 11, 2026 |
| Collier Financial | History | Added to | 65,587 | 1,510 | 1.13% | 1.03% | 315 | +6,510 | 11.02% | Q4 2025 | Feb 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 65,388 | 1,505 | 0.04% | 0.04% | 317 | +819 | 1.27% | Q4 2025 | Jan 29, 2026 |
| Roble, Belko & Company, Inc | History | No change | 65,353 | 1,505 | 0.2% | 0.2% | 316 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 65,184 | 1,500 | 0.37% | 0.32% | 318 | +14,276 | 28.04% | Q4 2025 | Jan 29, 2026 |
| CHOREO, LLC | History | Added to | 64,913 | 1,497 | 0.02% | 0.02% | 319 | +1,810 | 2.87% | Q4 2025 | Jan 23, 2026 |
| BARCLAYS PLC | History | Reduced | 64,720 | 1,490 | 0.0% | 0.0% | 320 | -340,131 | -84.01% | Q4 2025 | Feb 13, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 64,496 | 1,485 | 0.35% | 0.36% | 321 | -28 | -0.04% | Q4 2025 | Jan 16, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 64,373 | 1,482 | 0.04% | 0.04% | 322 | -6,827 | -9.59% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 64,257 | 1,479 | 0.02% | 0.02% | 323 | +5,280 | 8.95% | Q4 2025 | Jan 29, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 64,003 | 1,473 | 0.1% | 0.09% | 324 | +2,868 | 4.69% | Q4 2025 | Jan 14, 2026 |
| Bank of Marin | History | No change | 63,984 | 1,473 | 1.02% | 1.04% | 325 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Canandaigua National Trust Co of Florida | History | Added to | 63,941 | 1,472 | 0.92% | 0.45% | 326 | +39,445 | 161.03% | Q4 2025 | Jan 30, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 63,205 | 1,455 | 0.17% | 0.23% | 327 | +4,850 | 8.31% | Q4 2025 | Feb 13, 2026 |
| ADE, LLC | History | Added to | 62,104 | 1,429 | 0.69% | 0.65% | 328 | +6,756 | 12.21% | Q4 2025 | Feb 10, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 62,035 | 1,428 | 0.12% | 0.13% | 329 | +784 | 1.28% | Q4 2025 | Jan 05, 2026 |
| Blue Trust, Inc. | History | Added to | 61,805 | 1,423 | 0.02% | 0.02% | 330 | +938 | 1.54% | Q4 2025 | Jan 16, 2026 |
| Asempa Wealth Advisors | History | New | 61,545 | 1,417 | 1.22% | — | 332 | +61,545 | New | Q4 2025 | Jan 08, 2026 |
| MAI Capital Management | History | Reduced | 61,550 | 1,417 | 0.01% | 0.01% | 331 | -304 | -0.49% | Q4 2025 | Feb 13, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 61,272 | 1,410 | 0.09% | 0.09% | 333 | +2,971 | 5.1% | Q4 2025 | Feb 13, 2026 |
| Dentgroup LLC | History | Reduced | 60,728 | 1,398 | 0.96% | 0.92% | 334 | -756 | -1.23% | Q4 2025 | Jan 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 59,625 | 1,372 | 0.03% | 0.01% | 335 | +41,978 | 237.88% | Q4 2025 | Feb 03, 2026 |
| M&T BANK CORP | History | Added to | 58,777 | 1,353 | 0.0% | 0.0% | 336 | +8,512 | 16.93% | Q4 2025 | Jan 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 57,875 | 1,332 | 0.03% | 0.03% | 337 | +5,514 | 10.53% | Q4 2025 | Feb 06, 2026 |
| Farmers National Bank | History | New | 57,638 | 1,327 | 0.3% | — | 338 | +57,638 | New | Q4 2025 | Mar 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 56,684 | 1,305 | 0.0% | 0.0% | 339 | +29,935 | 111.91% | Q4 2025 | Feb 17, 2026 |
| Cheviot Value Management, LLC | History | Added to | 56,742 | 1,305 | 0.13% | 0.09% | 340 | +20,658 | 57.25% | Q4 2025 | Feb 03, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 56,007 | 1,289 | 0.07% | — | 341 | +56,007 | New | Q4 2025 | Feb 04, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 55,769 | 1,284 | 0.08% | 0.08% | 342 | -1,722 | -3.0% | Q4 2025 | Feb 13, 2026 |
| Davis Wealth Advisors, LLC | History | New | 55,742 | 1,283 | 1.07% | — | 344 | +55,742 | New | Q4 2025 | Feb 17, 2026 |
| Bestgate Wealth Advisors, LLC | History | Added to | 55,762 | 1,283 | 2.25% | 2.22% | 343 | +1,318 | 2.42% | Q4 2025 | Jan 16, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 55,688 | 1,282 | 0.08% | 0.08% | 345 | -4,425 | -7.36% | Q4 2025 | Jan 29, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 55,604 | 1,280 | 1.15% | 1.21% | 346 | -875 | -1.55% | Q4 2025 | Jan 23, 2026 |
| Stewardship Advisors, LLC | History | Added to | 54,854 | 1,263 | 0.29% | 0.29% | 347 | +1,956 | 3.7% | Q4 2025 | Jan 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 54,801 | 1,261 | 0.16% | 0.22% | 348 | -11,617 | -17.49% | Q4 2025 | Feb 04, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 54,754 | 1,260 | 0.04% | 0.04% | 349 | +650 | 1.2% | Q4 2025 | Jan 16, 2026 |
| One Capital Management, LLC | History | Added to | 54,706 | 1,259 | 0.04% | 0.01% | 350 | +44,999 | 463.57% | Q4 2025 | Feb 10, 2026 |
| Dakota Wealth Management | History | New | 54,030 | 1,244 | 0.02% | — | 351 | +54,030 | New | Q4 2025 | Jan 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 53,650 | 1,235 | 0.0% | — | 352 | +53,650 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 53,400 | 1,229 | 0.0% | 0.0% | 353 | -4,817 | -8.27% | Q4 2025 | Feb 12, 2026 |
| Atlatl Advisers LLC | History | Added to | 52,916 | 1,218 | 0.47% | 0.46% | 354 | +2,699 | 5.37% | Q4 2025 | Feb 09, 2026 |
| PFG Investments, LLC | History | Reduced | 52,874 | 1,217 | 0.06% | 0.1% | 355 | -32,977 | -38.41% | Q4 2025 | Jan 26, 2026 |
| NWAM LLC | History | Added to | 52,233 | 1,204 | 0.07% | 0.04% | 356 | +24,167 | 86.11% | Q4 2025 | Feb 04, 2026 |
| Spire Wealth Management | History | Added to | 51,570 | 1,187 | 0.04% | 0.04% | 357 | +84 | 0.16% | Q4 2025 | Jan 14, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 50,786 | 1,169 | 0.35% | 0.34% | 358 | +4,885 | 10.64% | Q4 2025 | Feb 11, 2026 |
| Clarendon Private LLC | History | Reduced | 50,632 | 1,165 | 0.99% | 1.14% | 359 | -3,646 | -6.72% | Q4 2025 | Feb 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 49,950 | 1,150 | 0.05% | 0.05% | 360 | -710 | -1.4% | Q4 2025 | Jan 21, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 49,395 | 1,137 | 0.27% | 0.29% | 361 | -1,922 | -3.75% | Q4 2025 | Jan 27, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 49,067 | 1,129 | 0.07% | 0.07% | 362 | +1,059 | 2.21% | Q4 2025 | Jan 22, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 48,963 | 1,127 | 0.79% | 1.3% | 363 | -26,322 | -34.96% | Q4 2025 | Jan 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 48,612 | 1,119 | 0.02% | 0.01% | 364 | +16,181 | 49.89% | Q4 2025 | Jan 30, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 47,989 | 1,104 | 0.95% | — | 365 | +47,989 | New | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 47,734 | 1,099 | 0.0% | 0.0% | 366 | -291,700 | -85.94% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 47,468 | 1,092 | 0.02% | 0.02% | 367 | +3,498 | 7.96% | Q4 2025 | Feb 09, 2026 |
| National Wealth Management Group, LLC | History | Added to | 47,321 | 1,089 | 0.38% | 0.37% | 369 | +4,627 | 10.84% | Q4 2025 | Jan 12, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 47,306 | 1,089 | 0.05% | 0.05% | 368 | +719 | 1.54% | Q4 2025 | Feb 11, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 46,675 | 1,074 | 0.9% | 0.86% | 370 | +1,453 | 3.21% | Q4 2025 | Jan 23, 2026 |
| Range Financial Group LLC | History | Added to | 46,540 | 1,071 | 0.37% | 0.21% | 371 | +21,878 | 88.71% | Q4 2025 | Jan 15, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 46,020 | 1,059 | 0.17% | 0.18% | 372 | +532 | 1.17% | Q4 2025 | Feb 11, 2026 |
| PAX Financial Group, LLC | History | Added to | 45,959 | 1,058 | 0.18% | 0.17% | 373 | +6,305 | 15.9% | Q4 2025 | Feb 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 44,859 | 1,032 | 0.01% | 0.01% | 374 | -1,901 | -4.07% | Q4 2025 | Feb 13, 2026 |
| Hara Capital LLC | History | Reduced | 44,752 | 1,030 | 0.57% | 0.68% | 375 | -5,450 | -10.86% | Q4 2025 | Jan 15, 2026 |
| Inspire Advisors, LLC | History | Added to | 44,446 | 1,023 | 0.09% | 0.09% | 376 | +4,080 | 10.11% | Q4 2025 | Feb 13, 2026 |
| True Vision MN LLC | History | Added to | 44,370 | 1,021 | 0.52% | 0.5% | 377 | +3,105 | 7.52% | Q4 2025 | Jan 14, 2026 |
| WealthShield Partners, LLC | History | Added to | 44,255 | 1,018 | 0.11% | 0.11% | 378 | +894 | 2.06% | Q4 2025 | Feb 03, 2026 |
| Optas, LLC | History | Reduced | 43,958 | 1,012 | 0.16% | 0.62% | 379 | -113,065 | -72.01% | Q4 2025 | Jan 27, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 43,547 | 1,002 | 0.01% | 0.01% | 380 | -942 | -2.12% | Q4 2025 | Jan 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 43,473 | 1,000 | 0.26% | 0.27% | 381 | +91 | 0.21% | Q4 2025 | Feb 02, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 43,246 | 995 | 0.03% | 0.03% | 382 | -3,702 | -7.89% | Q4 2025 | Feb 17, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 43,037 | 990 | 0.44% | 0.44% | 383 | +1,479 | 3.56% | Q4 2025 | Jan 15, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 43,016 | 990 | 0.67% | 0.66% | 384 | -234 | -0.54% | Q4 2025 | Feb 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 46,544 | 984 | 0.02% | 0.01% | 385 | +14,115 | 43.53% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 42,724 | 983 | 0.01% | 0.0% | 386 | +14,782 | 52.9% | Q4 2025 | Jan 28, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 42,289 | 973 | 0.04% | 0.03% | 387 | +4,558 | 12.08% | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 41,931 | 965 | 0.06% | 0.07% | 388 | -553 | -1.3% | Q4 2025 | Feb 11, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 41,801 | 962 | 0.36% | 0.83% | 389 | -51,297 | -55.1% | Q4 2025 | Jan 13, 2026 |
| Clifford Group, LLC | History | Added to | 41,494 | 955 | 0.74% | 0.67% | 390 | +4,028 | 10.75% | Q4 2025 | Feb 13, 2026 |
| Marble Wealth, LLC | History | New | 41,094 | 946 | 0.13% | — | 391 | +41,094 | New | Q4 2025 | Feb 10, 2026 |
| Cassilly Financial Group LLC | History | New | 40,946 | 942 | 0.83% | — | 392 | +40,946 | New | Q4 2025 | Jan 15, 2026 |
| Midwest Trust Co | History | Added to | 40,637 | 935 | 0.01% | 0.01% | 393 | +32 | 0.08% | Q4 2025 | Feb 04, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 40,550 | 933 | 0.29% | 0.35% | 394 | -5,227 | -11.42% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 40,145 | 924 | 0.01% | 0.01% | 395 | +994 | 2.54% | Q4 2025 | Feb 03, 2026 |
| IHT Wealth Management, LLC | History | Added to | 40,068 | 922 | 0.02% | 0.01% | 396 | +17,670 | 78.89% | Q4 2025 | Feb 17, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 39,958 | 920 | 0.12% | 0.12% | 398 | +826 | 2.11% | Q4 2025 | Feb 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 39,985 | 920 | 0.02% | 0.02% | 397 | -196 | -0.49% | Q4 2025 | Jan 22, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 39,638 | 912 | 0.02% | 0.02% | 399 | -526 | -1.31% | Q4 2025 | Feb 10, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 39,453 | 908 | 0.05% | 0.05% | 400 | -84 | -0.21% | Q4 2025 | Jan 30, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 38,878 | 895 | 0.19% | 0.24% | 401 | -5,372 | -12.14% | Q4 2025 | Feb 02, 2026 |
| Pines Wealth Management, LLC | History | Added to | 38,716 | 891 | 0.29% | 0.29% | 402 | +1,675 | 4.52% | Q4 2025 | Feb 02, 2026 |
| GREENLEAF TRUST | History | Reduced | 38,356 | 883 | 0.01% | 0.02% | 403 | -54,904 | -58.87% | Q4 2025 | Jan 21, 2026 |
| KKM Financial LLC | History | Added to | 37,970 | 874 | 0.16% | 0.27% | 404 | +1,354 | 3.7% | Q4 2025 | Feb 18, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 37,197 | 856 | 0.55% | — | 406 | +37,197 | New | Q4 2025 | Feb 13, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 37,199 | 856 | 0.3% | 0.34% | 405 | -5,004 | -11.86% | Q4 2025 | Feb 12, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 37,054 | 853 | 0.26% | 0.27% | 407 | -433 | -1.16% | Q4 2025 | Jan 13, 2026 |
| UMB Bank, n.a. | History | Added to | 37,034 | 852 | 0.01% | 0.01% | 408 | +3,063 | 9.02% | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | Added to | 36,678 | 844 | 0.02% | 0.01% | 409 | +17,579 | 92.04% | Q4 2025 | Feb 04, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 36,608 | 842 | 0.07% | 0.08% | 410 | -3,818 | -9.44% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 36,231 | 834 | 0.0% | 0.0% | 411 | +11,400 | 45.91% | Q4 2025 | Feb 17, 2026 |
| JB Capital LLC | History | Reduced | 36,026 | 829 | 0.03% | 0.04% | 412 | -3,029 | -7.76% | Q4 2025 | Jan 20, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 35,884 | 826 | 0.26% | 0.29% | 413 | -1,813 | -4.81% | Q4 2025 | Jan 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 35,566 | 818 | 0.04% | 0.04% | 414 | +5,191 | 17.09% | Q4 2025 | Feb 05, 2026 |
| Csenge Advisory Group | History | Added to | 35,511 | 817 | 0.04% | 0.03% | 415 | +4,670 | 15.14% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 35,157 | 809 | 0.01% | 0.01% | 416 | -2,546 | -6.75% | Q4 2025 | Jan 27, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 34,698 | 798 | 0.15% | 0.16% | 418 | -1,868 | -5.11% | Q4 2025 | Jan 09, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 34,664 | 798 | 0.06% | 0.06% | 417 | -1,081 | -3.02% | Q4 2025 | Feb 06, 2026 |
| CENTRAL TRUST Co | History | Added to | 34,532 | 795 | 0.02% | 0.02% | 419 | +474 | 1.39% | Q4 2025 | Feb 02, 2026 |
| Greenline Partners, LLC | History | No change | 34,463 | 793 | 0.09% | 0.1% | 420 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 33,440 | 769 | 0.43% | 0.52% | 421 | +3,051 | 10.04% | Q4 2025 | Feb 17, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 33,260 | 765 | 0.06% | 0.06% | 422 | -558 | -1.65% | Q4 2025 | Feb 10, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 33,139 | 763 | 0.48% | 0.4% | 423 | +5,226 | 18.72% | Q4 2025 | Jan 23, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 33,006 | 759 | 0.11% | 0.12% | 424 | -4,360 | -11.67% | Q4 2025 | Jan 23, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 32,603 | 750 | 0.04% | 0.04% | 425 | -6,489 | -16.6% | Q4 2025 | Feb 04, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 32,466 | 747 | 0.24% | 0.29% | 426 | -5,595 | -14.7% | Q4 2025 | Jan 30, 2026 |
| New Republic Capital, LLC | History | Added to | 32,418 | 746 | 0.2% | 0.01% | 427 | +31,434 | 3194.51% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 32,140 | 739 | 0.12% | 0.09% | 428 | +6,750 | 26.59% | Q4 2025 | Feb 02, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 31,956 | 736 | 0.02% | 0.02% | 429 | +1,022 | 3.3% | Q4 2025 | Feb 12, 2026 |
| Arlington Trust Co LLC | History | Added to | 31,802 | 732 | 0.07% | 0.0% | 430 | +31,361 | 7111.34% | Q4 2025 | Jan 30, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 31,763 | 731 | 0.07% | 0.04% | 431 | +14,634 | 85.43% | Q4 2025 | Feb 13, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 31,400 | 722 | 0.12% | 0.13% | 432 | -1,666 | -5.04% | Q4 2025 | Feb 13, 2026 |
| Financial Partners Group, Inc | History | Added to | 31,273 | 720 | 0.08% | 0.09% | 433 | +134 | 0.43% | Q4 2025 | Feb 03, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 31,167 | 717 | 0.22% | 0.2% | 434 | +2,745 | 9.66% | Q4 2025 | Jan 12, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | New | 31,081 | 715 | 0.02% | — | 435 | +31,081 | New | Q4 2025 | Feb 10, 2026 |
| Alteri Wealth LLC | History | Reduced | 31,008 | 713 | 0.23% | 0.26% | 436 | -1,161 | -3.61% | Q4 2025 | Feb 11, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 30,797 | 709 | 0.13% | 0.1% | 437 | +8,932 | 40.85% | Q4 2025 | Feb 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 30,644 | 705 | 0.0% | 0.0% | 438 | +10,623 | 53.06% | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 30,568 | 703 | 0.05% | 0.06% | 439 | -201 | -0.65% | Q4 2025 | Jan 09, 2026 |
| Arax Advisory Partners | History | New | 30,477 | 701 | 0.02% | — | 440 | +30,477 | New | Q4 2025 | Feb 13, 2026 |
| Invst, LLC | History | Reduced | 30,463 | 701 | 0.08% | 0.09% | 441 | -2,023 | -6.23% | Q4 2025 | Feb 11, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 30,324 | 700 | 0.04% | — | 442 | +30,324 | New | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | Added to | 30,380 | 700 | 0.0% | 0.0% | 443 | +1,818 | 6.37% | Q4 2025 | Feb 12, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 29,767 | 685 | 0.05% | 0.06% | 444 | -3,956 | -11.73% | Q4 2025 | Jan 07, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 29,729 | 684 | 0.03% | 0.15% | 445 | -106,457 | -78.17% | Q4 2025 | Jan 20, 2026 |
| Mosley Wealth Management | History | New | 29,361 | 677 | 0.31% | — | 446 | +29,361 | New | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 29,224 | 672 | 0.01% | 0.01% | 447 | +1,467 | 5.29% | Q4 2025 | Feb 17, 2026 |
| BOS Asset Management, LLC | History | Added to | 28,428 | 654 | 0.18% | 0.18% | 448 | +255 | 0.91% | Q4 2025 | Jan 09, 2026 |
| NORDEN GROUP LLC | History | Reduced | 28,072 | 646 | 0.06% | 0.07% | 449 | -1,260 | -4.3% | Q4 2025 | Jan 13, 2026 |
| Downshift Financial, LLC | History | New | 28,000 | 644 | 0.4% | — | 450 | +28,000 | New | Q4 2025 | Mar 11, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 27,922 | 642 | 0.14% | 0.07% | 451 | +14,506 | 108.12% | Q4 2025 | Feb 17, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 27,818 | 640 | 0.05% | 0.07% | 452 | -4,039 | -12.68% | Q4 2025 | Jan 13, 2026 |
| Wise Wealth Partners | History | Reduced | 27,516 | 633 | 0.91% | 2.18% | 453 | -34,374 | -55.54% | Q4 2025 | Jan 29, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 27,406 | 631 | 0.18% | 0.19% | 454 | -1,968 | -6.7% | Q4 2025 | Feb 06, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 26,860 | 618 | 0.18% | 0.17% | 455 | +2,940 | 12.29% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 26,637 | 613 | 0.01% | 0.02% | 456 | -2,635 | -9.0% | Q4 2025 | Feb 06, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 26,569 | 611 | 0.25% | 0.25% | 457 | +1,394 | 5.54% | Q4 2025 | Jan 12, 2026 |
| Centurion Wealth Management LLC | History | Added to | 26,421 | 608 | 0.13% | 0.12% | 458 | +4,027 | 17.98% | Q4 2025 | Jan 14, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 26,396 | 607 | 0.14% | 0.18% | 459 | -4,493 | -14.55% | Q4 2025 | Feb 09, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 26,205 | 603 | 0.08% | 0.08% | 460 | +3,922 | 17.6% | Q4 2025 | Jan 14, 2026 |
| 5T Wealth, LLC | History | Reduced | 26,023 | 599 | 0.24% | 0.29% | 461 | -2,372 | -8.35% | Q4 2025 | Jan 27, 2026 |
| Moors & Cabot, Inc. | History | Added to | 25,978 | 598 | 0.03% | 0.02% | 462 | +1,935 | 8.05% | Q4 2025 | Feb 10, 2026 |
| Darden Wealth Group Inc | History | Reduced | 25,903 | 596 | 0.29% | 0.31% | 463 | -10 | -0.04% | Q4 2025 | Feb 09, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 25,802 | 594 | 0.03% | 0.03% | 464 | -2,165 | -7.74% | Q4 2025 | Jan 15, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 25,769 | 593 | 0.04% | 0.05% | 465 | -7,642 | -22.87% | Q4 2025 | Apr 02, 2026 |
| CADINHA & CO LLC | History | No change | 25,713 | 592 | 0.09% | 0.08% | 466 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 25,633 | 590 | 0.07% | 0.07% | 467 | +3,841 | 17.63% | Q4 2025 | Feb 11, 2026 |
| Third View Private Wealth, LLC | History | New | 25,574 | 588 | 0.08% | — | 468 | +25,574 | New | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 25,489 | 586 | 0.0% | 0.0% | 469 | -656 | -2.51% | Q4 2025 | Feb 12, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 25,266 | 581 | 0.05% | 0.05% | 470 | +315 | 1.26% | Q4 2025 | Feb 04, 2026 |
| Patten Group, Inc. | History | Reduced | 25,152 | 579 | 0.11% | 0.12% | 471 | -2,151 | -7.88% | Q4 2025 | Jan 23, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 24,882 | 572 | 0.04% | 0.04% | 472 | -1,793 | -6.72% | Q4 2025 | Feb 10, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 24,596 | 566 | 0.13% | 0.13% | 473 | +788 | 3.31% | Q4 2025 | Jan 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 24,414 | 562 | 0.01% | 0.03% | 474 | -31,010 | -55.95% | Q4 2025 | Jan 07, 2026 |
| Stone House Investment Management, LLC | History | Added to | 24,311 | 559 | 0.09% | 0.09% | 475 | +2,159 | 9.75% | Q4 2025 | Jan 21, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 24,252 | 558 | 0.01% | 0.01% | 476 | +26 | 0.11% | Q4 2025 | Feb 09, 2026 |
| MATAURO, LLC | History | Reduced | 24,056 | 553 | 0.08% | 0.09% | 477 | -515 | -2.1% | Q4 2025 | Jan 16, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 23,871 | 550 | 0.48% | — | 479 | +23,871 | New | Q4 2025 | Feb 11, 2026 |
| INVESTED ADVISORS | History | Reduced | 23,909 | 550 | 0.57% | 0.88% | 478 | -2,975 | -11.07% | Q4 2025 | Jan 26, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 23,852 | 549 | 0.12% | 0.21% | 480 | -2,851 | -10.68% | Q4 2025 | Feb 12, 2026 |
| Golden State Equity Partners | History | Added to | 23,679 | 545 | 0.09% | 0.09% | 481 | +688 | 2.99% | Q4 2025 | Jan 29, 2026 |
| Daviman Financial, LLC | History | New | 23,472 | 540 | 0.32% | — | 482 | +23,472 | New | Q4 2025 | Feb 06, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 23,452 | 539 | 1.02% | — | 483 | +23,452 | New | Q4 2025 | Feb 18, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 23,053 | 530 | 0.29% | 0.31% | 484 | -382 | -1.63% | Q4 2025 | Feb 18, 2026 |
| SYNTAX RESEARCH, INC. | History | Added to | 22,846 | 526 | 0.32% | 0.34% | 485 | +259 | 1.15% | Q4 2025 | Feb 02, 2026 |
| Roundview Capital LLC | History | No change | 22,474 | 517 | 0.03% | 0.03% | 486 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| West Wealth Group, LLC | History | Added to | 22,288 | 513 | 0.11% | 0.11% | 487 | +642 | 2.97% | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | Reduced | 22,162 | 510 | 0.02% | 0.02% | 488 | -1,667 | -7.0% | Q4 2025 | Feb 11, 2026 |
| Brookwood Investment Group LLC | History | Added to | 22,127 | 509 | 0.06% | 0.06% | 490 | +1,841 | 9.08% | Q4 2025 | Jan 22, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 22,087 | 509 | 0.05% | 0.05% | 489 | +28 | 0.13% | Q4 2025 | Feb 17, 2026 |
| FineMark National Bank & Trust | History | No change | 22,052 | 507 | 0.02% | 0.02% | 491 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 21,902 | 504 | 0.28% | 0.48% | 492 | -16,080 | -42.34% | Q4 2025 | Jan 16, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 21,805 | 502 | 0.02% | 0.02% | 493 | -2,800 | -11.38% | Q4 2025 | Feb 09, 2026 |
| Valeo Financial Advisors, LLC | History | New | 21,704 | 499 | 0.01% | — | 494 | +21,704 | New | Q4 2025 | Feb 04, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 21,406 | 492 | 0.02% | 0.02% | 495 | +2,244 | 11.71% | Q4 2025 | Feb 17, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 21,349 | 491 | 0.3% | 0.31% | 496 | +219 | 1.04% | Q4 2025 | Jan 07, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 21,290 | 490 | 0.0% | 0.01% | 497 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Petix & Botte Co | History | Added to | 20,982 | 483 | 0.11% | 0.09% | 498 | +3,234 | 18.22% | Q4 2025 | Feb 05, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 20,707 | 476 | 0.2% | 0.19% | 499 | +2,537 | 13.96% | Q4 2025 | Feb 18, 2026 |
| Falcon Wealth Planning | History | Added to | 20,618 | 474 | 0.04% | 0.04% | 500 | +216 | 1.06% | Q4 2025 | Feb 03, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 20,533 | 473 | 0.05% | 0.07% | 501 | -2,922 | -12.46% | Q4 2025 | Feb 03, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 20,447 | 470 | 0.28% | 0.27% | 502 | +2 | 0.01% | Q4 2025 | Jan 21, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 20,409 | 469 | 0.22% | 0.25% | 503 | -796 | -3.75% | Q4 2025 | Feb 17, 2026 |
| Legacy Financial Group LLC | History | Added to | 20,439 | 468 | 0.06% | 0.06% | 504 | +1,257 | 6.55% | Q4 2025 | Feb 05, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 19,883 | 457 | 0.03% | 0.02% | 505 | +3,608 | 22.17% | Q4 2025 | Feb 17, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 19,803 | 456 | 0.06% | 0.06% | 506 | +1,164 | 6.24% | Q4 2025 | Jan 14, 2026 |
| Americana Partners, LLC | History | Reduced | 19,544 | 450 | 0.01% | 0.01% | 507 | -88 | -0.45% | Q4 2025 | Feb 06, 2026 |
| Keystone Financial Services | History | Added to | 19,200 | 442 | 0.13% | 0.12% | 508 | +2,481 | 14.84% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 19,095 | 440 | 0.0% | 0.0% | 509 | +3,156 | 19.8% | Q4 2025 | Feb 10, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 19,046 | 438 | 0.46% | 0.46% | 510 | +869 | 4.78% | Q4 2025 | Feb 13, 2026 |
| KWB Wealth | History | Added to | 18,991 | 437 | 0.04% | 0.03% | 511 | +6,671 | 54.15% | Q4 2025 | Jan 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 18,818 | 433 | 0.02% | 0.02% | 512 | +8,104 | 75.64% | Q4 2025 | Jan 26, 2026 |
| Pathstone Holdings, LLC | History | New | 18,635 | 429 | 0.0% | — | 513 | +18,635 | New | Q4 2025 | Feb 13, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Reduced | 18,503 | 426 | 0.29% | 0.49% | 515 | -41,321 | -69.07% | Q4 2025 | Feb 17, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 18,539 | 426 | 0.09% | 0.11% | 514 | -189 | -1.01% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Reduced | 18,390 | 423 | 0.13% | 0.17% | 516 | -4,218 | -18.66% | Q4 2025 | Feb 12, 2026 |
| GK Wealth Management LLC | History | Reduced | 18,178 | 418 | 0.28% | 0.42% | 517 | -6,551 | -26.49% | Q4 2025 | Jan 05, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 18,144 | 417 | 0.13% | 0.12% | 519 | +2,490 | 15.91% | Q4 2025 | Feb 13, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 18,087 | 417 | 0.14% | 0.13% | 518 | +1,822 | 11.2% | Q4 2025 | Feb 10, 2026 |
| Rinkey Investments | History | No change | 18,057 | 415 | 0.11% | 0.11% | 520 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 17,801 | 409 | 0.01% | 0.01% | 521 | -2,957 | -14.25% | Q4 2025 | Jan 22, 2026 |
| Elevation Wealth Management LLC | History | New | 17,609 | 405 | 0.39% | — | 523 | +17,609 | New | Q4 2025 | Feb 12, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 17,614 | 405 | 0.11% | 0.09% | 522 | +5,051 | 40.21% | Q4 2025 | Jan 12, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 17,587 | 404 | 0.1% | 0.1% | 524 | -1,026 | -5.51% | Q4 2025 | Jan 08, 2026 |
| Chatterton & Associates Inc. | History | New | 17,449 | 401 | 0.34% | — | 525 | +17,449 | New | Q4 2025 | Jan 20, 2026 |
| Alpha Financial Advisors, LLC | History | New | 17,267 | 397 | 0.12% | — | 526 | +17,267 | New | Q4 2025 | Jan 20, 2026 |
| MSH Capital Advisors LLC | History | Added to | 17,212 | 396 | 0.08% | 0.1% | 527 | +1,481 | 9.41% | Q4 2025 | Feb 09, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 17,196 | 395 | 0.01% | 0.03% | 528 | -470 | -2.66% | Q4 2025 | Feb 10, 2026 |
| Keystone Financial Group | History | Added to | 17,122 | 394 | 0.03% | 0.02% | 529 | +3,348 | 24.31% | Q4 2025 | Feb 06, 2026 |
| RHUMBLINE ADVISERS | History | No change | 16,974 | 390 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Members Trust Co | History | No change | 16,952 | 390 | 0.01% | 0.01% | 531 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 16,870 | 388 | 0.02% | 0.03% | 532 | -4,044 | -19.34% | Q4 2025 | Jan 28, 2026 |
| SageView Advisory Group, LLC | History | Added to | 16,807 | 386 | 0.01% | 0.01% | 533 | +1,538 | 10.07% | Q4 2025 | Feb 17, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 16,709 | 384 | 0.4% | 0.46% | 534 | -8,187 | -32.88% | Q4 2025 | Jan 23, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 16,421 | 378 | 0.1% | 0.07% | 535 | +3,981 | 32.0% | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 16,321 | 375 | 0.0% | 0.0% | 536 | +327 | 2.04% | Q4 2025 | Feb 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 16,285 | 374 | 0.03% | 0.03% | 537 | -1,243 | -7.09% | Q4 2025 | Jan 23, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 16,232 | 373 | 0.17% | — | 538 | +16,232 | New | Q4 2025 | Feb 06, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 16,084 | 370 | 0.03% | 0.03% | 539 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| STEPHENS INC /AR/ | History | New | 15,893 | 365 | 0.0% | — | 540 | +15,893 | New | Q4 2025 | Feb 05, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 15,855 | 365 | 0.19% | 0.22% | 541 | -632 | -3.83% | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | Reduced | 15,812 | 364 | 0.08% | 0.1% | 542 | -1,098 | -6.49% | Q4 2025 | Feb 12, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 15,753 | 362 | 0.03% | 0.03% | 543 | -1,724 | -9.86% | Q4 2025 | Jan 23, 2026 |
| Concorde Asset Management, LLC | History | Added to | 15,682 | 361 | 0.14% | 0.13% | 544 | +2,318 | 17.35% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | New | 15,665 | 360 | 0.02% | — | 546 | +15,665 | New | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 15,674 | 360 | 0.0% | 0.0% | 545 | -4,760 | -23.29% | Q4 2025 | Feb 02, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 15,592 | 359 | 0.04% | 0.05% | 547 | -4,185 | -21.16% | Q4 2025 | Feb 18, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 15,582 | 358 | 0.09% | 0.09% | 548 | +5 | 0.03% | Q4 2025 | Jan 07, 2026 |
| Intrua Financial, LLC | History | Added to | 15,489 | 356 | 0.04% | 0.04% | 549 | +1,172 | 8.19% | Q4 2025 | Feb 05, 2026 |
| Paladin Advisory Group, LLC | History | No change | 15,423 | 355 | 0.26% | 0.28% | 550 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 15,418 | 354 | 0.01% | 0.01% | 551 | -642 | -4.0% | Q4 2025 | Jan 13, 2026 |
| City State Bank | History | Reduced | 15,391 | 354 | 0.1% | 0.11% | 552 | -600 | -3.75% | Q4 2025 | Jan 28, 2026 |
| KM Capital Management Ltd. | History | No change | 15,373 | 353 | 0.18% | 0.16% | 553 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Elevated Financial Group LLC | History | New | 15,235 | 350 | 0.12% | — | 555 | +15,235 | New | Q4 2025 | Jan 29, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 15,214 | 350 | 0.04% | 0.04% | 554 | +609 | 4.17% | Q4 2025 | Jan 13, 2026 |
| Headland Capital, LLC | History | Reduced | 15,187 | 349 | 0.1% | 0.1% | 556 | -165 | -1.07% | Q4 2025 | Jan 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 15,078 | 347 | 0.02% | 0.02% | 557 | +300 | 2.03% | Q4 2025 | Jan 23, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 15,000 | 345 | 0.08% | 0.07% | 558 | +1,026 | 7.34% | Q4 2025 | Jan 16, 2026 |
| LongView Wealth Management | History | Added to | 14,790 | 340 | 0.08% | 0.08% | 559 | +2,166 | 17.16% | Q4 2025 | Jan 13, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 14,734 | 339 | 0.14% | 0.13% | 560 | +1,257 | 9.33% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 14,701 | 338 | 0.02% | 0.02% | 561 | -1,220 | -7.66% | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | No change | 23 | 338 | 0.02% | 0.03% | 562 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Merited Wealth, LLC | History | New | 14,656 | 337 | 0.31% | — | 563 | +14,656 | New | Q4 2025 | Mar 26, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 14,569 | 335 | 0.12% | 0.1% | 564 | +1,984 | 15.76% | Q4 2025 | Feb 05, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 14,385 | 331 | 0.07% | 0.08% | 565 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 14,365 | 330 | 0.08% | 0.05% | 566 | +2,752 | 23.7% | Q4 2025 | Feb 17, 2026 |
| 4J Wealth Management LLC | History | Reduced | 14,198 | 326 | 0.19% | 0.21% | 568 | -1,214 | -7.88% | Q4 2025 | Jan 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 14,172 | 326 | 0.04% | 0.04% | 567 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aberdeen Group plc | History | No change | 14,103 | 324 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 13,960 | 321 | 0.15% | 0.19% | 571 | -4,172 | -23.01% | Q4 2025 | Jan 12, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | No change | 13,957 | 321 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rothschild Wealth LLC | History | Reduced | 13,888 | 319 | 0.03% | 0.08% | 572 | -1,234 | -8.16% | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, LLC | History | New | 13,829 | 318 | 0.02% | — | 573 | +13,829 | New | Q4 2025 | Feb 10, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 13,803 | 317 | 0.03% | 0.04% | 574 | -416 | -2.93% | Q4 2025 | Jan 28, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 13,648 | 314 | 0.01% | 0.02% | 575 | -321 | -2.3% | Q4 2025 | Feb 13, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 13,635 | 313 | 0.05% | 0.08% | 576 | -4,985 | -26.77% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 13,584 | 312 | 0.0% | — | 577 | +13,584 | New | Q4 2025 | Feb 02, 2026 |
| Indivisible Partners | History | New | 13,548 | 311 | 0.03% | — | 578 | +13,548 | New | Q4 2025 | Feb 03, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 13,527 | 311 | 0.19% | — | 579 | +13,527 | New | Q4 2025 | Feb 04, 2026 |
| IRON Financial LLC | History | Reduced | 13,433 | 309 | 0.14% | 0.16% | 580 | -1,380 | -9.32% | Q4 2025 | Jan 22, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 13,431 | 309 | 0.07% | 0.08% | 581 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 13,400 | 308 | 0.09% | 0.15% | 582 | -8,025 | -37.46% | Q4 2025 | Feb 10, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 13,356 | 307 | 0.06% | 1.78% | 583 | -348,949 | -96.31% | Q4 2025 | Feb 04, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 13,236 | 304 | 0.07% | — | 585 | +13,236 | New | Q4 2025 | Feb 02, 2026 |
| Balefire, LLC | History | Added to | 13,206 | 304 | 0.06% | 0.05% | 584 | +2,102 | 18.93% | Q4 2025 | Jan 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 13,222 | 304 | 0.02% | 0.03% | 586 | -1,476 | -10.04% | Q4 2025 | Feb 03, 2026 |
| Focus Financial Network, Inc. | History | Added to | 13,160 | 303 | 0.01% | 0.01% | 587 | +1,526 | 13.12% | Q4 2025 | Jan 12, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 13,198 | 303 | 0.16% | 0.16% | 588 | +730 | 5.85% | Q4 2025 | Feb 24, 2026 |
| MEYER HANDELMAN CO | History | No change | 13,131 | 302 | 0.01% | 0.01% | 589 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | New | 12,966 | 298 | 0.13% | — | 590 | +12,966 | New | Q4 2025 | Feb 06, 2026 |
| Leading Edge Financial Planning LLC | History | New | 12,955 | 298 | 0.07% | — | 591 | +12,955 | New | Q4 2025 | Jan 21, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 12,929 | 297 | 0.01% | 0.01% | 592 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 12,892 | 296 | 0.11% | 0.1% | 593 | +1,021 | 8.6% | Q4 2025 | Feb 04, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 12,766 | 293 | 0.04% | 0.04% | 594 | -1,156 | -8.3% | Q4 2025 | Feb 03, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 12,656 | 291 | 0.02% | 0.02% | 595 | +524 | 4.32% | Q4 2025 | Feb 11, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 12,631 | 290 | 0.04% | — | 596 | +12,631 | New | Q4 2025 | Jan 15, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 12,619 | 290 | 0.22% | 0.23% | 597 | +399 | 3.27% | Q4 2025 | Jan 27, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 12,574 | 289 | 0.09% | 0.12% | 598 | +7,437 | 144.77% | Q4 2025 | Feb 17, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 12,195 | 280 | 0.04% | — | 599 | +12,195 | New | Q4 2025 | Feb 10, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 12,048 | 277 | 0.25% | 0.11% | 600 | -22,290 | -64.91% | Q4 2025 | Feb 09, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 11,904 | 274 | 0.1% | 0.12% | 601 | -1,390 | -10.46% | Q4 2025 | Jan 08, 2026 |
| Redwood Investment Management, LLC | History | Added to | 11,839 | 273 | 0.03% | 0.03% | 603 | +1,372 | 13.11% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 11,888 | 273 | 0.02% | 0.02% | 602 | +73 | 0.62% | Q4 2025 | Feb 10, 2026 |
| GDS Wealth Management | History | Added to | 11,795 | 271 | 0.02% | 0.02% | 604 | +477 | 4.21% | Q4 2025 | Feb 02, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 11,698 | 270 | 0.03% | 0.03% | 605 | +214 | 1.86% | Q4 2025 | Jan 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 11,646 | 268 | 0.01% | 0.01% | 606 | +2,480 | 27.06% | Q4 2025 | Feb 17, 2026 |
| Security Financial Services, INC. | History | Reduced | 11,609 | 267 | 0.04% | 0.05% | 608 | -2,508 | -17.77% | Q4 2025 | Jan 27, 2026 |
| SELDON CAPITAL LP | History | No change | 11,600 | 267 | 0.09% | 0.09% | 607 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 11,505 | 264 | 0.01% | 0.01% | 609 | -36 | -0.31% | Q4 2025 | Feb 19, 2026 |
| Sigma Planning Corp | History | Added to | 11,099 | 255 | 0.01% | 0.01% | 610 | +1,600 | 16.84% | Q4 2025 | Jan 30, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 11,042 | 254 | 0.57% | 0.63% | 611 | -863 | -7.25% | Q4 2025 | Feb 13, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 10,938 | 251 | 0.07% | 0.1% | 612 | -4,883 | -30.86% | Q4 2025 | Jan 27, 2026 |
| Hickory Point Bank & Trust | History | Added to | 10,877 | 250 | 0.18% | 0.18% | 613 | +370 | 3.52% | Q4 2025 | Jan 12, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 10,760 | 247 | 0.09% | 0.12% | 614 | -1,844 | -14.63% | Q4 2025 | Feb 09, 2026 |
| ASL Financial, LLC | History | New | 10,616 | 244 | 0.19% | — | 617 | +10,616 | New | Q4 2025 | Jan 20, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 10,620 | 244 | 0.04% | 0.05% | 615 | -2,683 | -20.17% | Q4 2025 | Feb 09, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 10,630 | 244 | 0.13% | 0.15% | 616 | -541 | -4.84% | Q4 2025 | Jan 30, 2026 |
| Impact Partnership Wealth, LLC | History | New | 10,362 | 238 | 0.03% | — | 618 | +10,362 | New | Q4 2025 | Feb 10, 2026 |
| Latitude Advisors, LLC | History | New | 10,314 | 237 | 0.1% | — | 619 | +10,314 | New | Q4 2025 | Jan 27, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 10,316 | 237 | 0.03% | 0.03% | 620 | +22 | 0.21% | Q4 2025 | Jan 21, 2026 |
| Colonial Trust Co / SC | History | Added to | 10,253 | 236 | 0.03% | 0.03% | 621 | +170 | 1.69% | Q4 2025 | Feb 12, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 10,175 | 234 | 0.03% | 0.03% | 622 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 10,137 | 233 | 0.0% | — | 624 | +10,137 | New | Q4 2025 | Feb 19, 2026 |
| Costello Asset Management, INC | History | Reduced | 10,153 | 233 | 0.08% | 0.08% | 623 | -197 | -1.9% | Q4 2025 | Feb 03, 2026 |
| Keebeck Wealth Management | History | Reduced | 10,043 | 231 | 0.03% | 0.03% | 625 | -707 | -6.58% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 9,995 | 230 | 0.01% | 0.01% | 626 | -4,227 | -29.72% | Q4 2025 | Feb 09, 2026 |
| American Trust | History | New | 9,982 | 229 | 0.02% | — | 627 | +9,982 | New | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 9,831 | 226 | 0.0% | 0.0% | 629 | -675 | -6.42% | Q4 2025 | Feb 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 9,828 | 226 | 0.0% | 0.0% | 628 | +485 | 5.19% | Q4 2025 | Feb 12, 2026 |
| Magnus Financial Group LLC | History | Added to | 9,791 | 225 | 0.02% | 0.02% | 631 | +399 | 4.25% | Q4 2025 | Jan 07, 2026 |
| Belpointe Asset Management LLC | History | Added to | 9,781 | 225 | 0.01% | 0.01% | 630 | +105 | 1.09% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 9,781 | 225 | 0.03% | 0.04% | 632 | +105 | 1.09% | Q4 2025 | Jan 27, 2026 |
| KICKSTAND VENTURES, LLC. | History | New | 9,627 | 221 | 0.05% | — | 634 | +9,627 | New | Q4 2025 | Jan 29, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 9,629 | 221 | 0.09% | 0.12% | 633 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 9,591 | 220 | 0.01% | 0.01% | 635 | -1,026 | -9.66% | Q4 2025 | Feb 02, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 9,557 | 220 | 0.14% | 0.13% | 636 | +384 | 4.19% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 9,537 | 219 | 0.0% | 0.0% | 637 | +346 | 3.76% | Q4 2025 | Jan 30, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 9,527 | 219 | 0.08% | 0.09% | 638 | +124 | 1.32% | Q4 2025 | Jan 30, 2026 |
| Vigil Wealth Management, LLC | History | New | 9,476 | 218 | 0.18% | — | 642 | +9,476 | New | Q4 2025 | Feb 10, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 9,500 | 218 | 0.0% | 0.0% | 639 | -1,100 | -10.38% | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 9,507 | 218 | 0.02% | 0.02% | 640 | -435 | -4.38% | Q4 2025 | Feb 12, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 9,509 | 218 | 0.14% | 0.15% | 641 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Apella Capital, LLC | History | Added to | 9,455 | 217 | 0.0% | 0.0% | 643 | +549 | 6.16% | Q4 2025 | Jan 21, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 9,362 | 215 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | No change | 9,182 | 211 | 0.01% | 0.01% | 645 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| LifeWealth Investments, LLC | History | New | 9,141 | 210 | 0.07% | — | 646 | +9,141 | New | Q4 2025 | Jan 26, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 9,091 | 209 | 0.0% | 0.0% | 647 | -1,000 | -9.91% | Q4 2025 | Jan 21, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 9,070 | 208 | 0.02% | — | 648 | +9,070 | New | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | New | 9,035 | 208 | 0.0% | — | 649 | +9,035 | New | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 9,040 | 208 | 0.06% | 0.07% | 650 | +1,288 | 16.62% | Q4 2025 | Feb 09, 2026 |
| GeoWealth Management, LLC | History | Reduced | 8,998 | 207 | 0.01% | 0.01% | 652 | -19 | -0.21% | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 9,002 | 207 | 0.0% | 0.0% | 651 | +2 | 0.02% | Q4 2025 | Feb 18, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 8,500 | 195 | 0.12% | 0.12% | 653 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 8,366 | 192 | 0.0% | 0.0% | 654 | +4,750 | 131.36% | Q4 2025 | Feb 09, 2026 |
| Independence Bank of Kentucky | History | Reduced | 8,237 | 189 | 0.02% | 0.03% | 655 | -2,913 | -26.13% | Q4 2025 | Jan 20, 2026 |
| PROFFITT & GOODSON INC | History | No change | 7,872 | 181 | 0.03% | 0.03% | 656 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 7,808 | 179 | 0.06% | 0.11% | 657 | +23 | 0.3% | Q4 2025 | Jan 22, 2026 |
| GAMMA Investing LLC | History | Added to | 7,589 | 174 | 0.01% | 0.01% | 658 | +221 | 3.0% | Q4 2025 | Jan 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 7,028 | 161 | 0.01% | 0.01% | 659 | +28 | 0.4% | Q4 2025 | Jan 21, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,818 | 157 | 0.01% | 0.01% | 660 | -732 | -9.7% | Q4 2025 | Jan 29, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 6,784 | 156 | 0.08% | 0.08% | 661 | +521 | 8.32% | Q4 2025 | Jan 21, 2026 |
| Dunhill Financial, LLC | History | Reduced | 6,505 | 149 | 0.04% | 0.09% | 662 | -7,748 | -54.36% | Q4 2025 | Jan 29, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 6,178 | 142 | 0.05% | — | 663 | +6,178 | New | Q4 2025 | Feb 11, 2026 |
| Imprint Wealth LLC | History | Added to | 5,604 | 129 | 0.6% | 0.15% | 664 | +3,590 | 178.25% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 5,479 | 126 | 0.0% | 0.0% | 665 | -13,309 | -70.84% | Q4 2025 | Feb 12, 2026 |
| ADIRONDACK TRUST CO | History | No change | 5,396 | 124 | 0.04% | 0.04% | 666 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SIMPLEX TRADING, LLC | History | New | 5,268 | 121 | 0.0% | — | 667 | +5,268 | New | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,039 | 116 | 0.0% | 0.0% | 668 | +4,728 | 1520.26% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 4,970 | 114 | 0.01% | 0.01% | 669 | -1,051 | -17.46% | Q4 2025 | Feb 13, 2026 |
| Pflug Koory, LLC | History | No change | 4,953 | 114 | 0.05% | 0.05% | 670 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Reflection Asset Management | History | New | 4,564 | 105 | 0.07% | — | 671 | +4,564 | New | Q4 2025 | Mar 02, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 4,545 | 104 | 0.05% | 0.02% | 672 | +2,837 | 166.1% | Q4 2025 | Feb 03, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 4,458 | 102 | 0.01% | 0.01% | 673 | +1,429 | 47.18% | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | No change | 4,355 | 100 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Activest Wealth Management | History | New | 4,335 | 99 | 0.02% | — | 675 | +4,335 | New | Q4 2025 | Jan 30, 2026 |
| Truvestments Capital LLC | History | Reduced | 4,268 | 98 | 0.02% | 0.02% | 676 | -1,677 | -28.21% | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | No change | 4,229 | 97 | 0.01% | 0.01% | 677 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 4,119 | 94 | 0.05% | — | 679 | +4,119 | New | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 4,106 | 94 | 0.0% | 0.0% | 678 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 3,970 | 91 | 0.08% | — | 681 | +3,970 | New | Q4 2025 | Feb 10, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 3,956 | 91 | 0.14% | 0.13% | 680 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BFSG, LLC | History | Added to | 3,846 | 88 | 0.01% | 0.0% | 682 | +1,615 | 72.39% | Q4 2025 | Jan 22, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 3,796 | 87 | 0.09% | — | 683 | +3,796 | New | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 3,775 | 86 | 0.02% | 0.06% | 685 | -5,832 | -60.71% | Q4 2025 | Jan 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 3,752 | 86 | 0.01% | 0.01% | 684 | +4 | 0.11% | Q4 2025 | Feb 13, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 3,675 | 84 | 0.05% | 0.05% | 686 | +87 | 2.42% | Q4 2025 | Jan 07, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 3,270 | 75 | 0.01% | 0.01% | 687 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 3,240 | 74 | 0.0% | 0.0% | 688 | +47 | 1.47% | Q4 2025 | Feb 18, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 3,000 | 69 | 0.01% | 0.01% | 689 | -87 | -2.82% | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,993 | 68 | 0.0% | 0.0% | 690 | +1,286 | 75.34% | Q4 2025 | Feb 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 2,984 | 68 | 0.01% | 0.01% | 691 | +978 | 48.75% | Q4 2025 | Feb 10, 2026 |
| First PREMIER Bank | History | No change | 2,885 | 66 | 0.02% | 0.02% | 692 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 2,830 | 65 | 0.0% | 0.0% | 693 | -776 | -21.52% | Q4 2025 | Jan 16, 2026 |
| Ares Financial Consulting, LLC | History | New | 2,740 | 63 | 0.06% | — | 694 | +2,740 | New | Q4 2025 | Jan 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,726 | 62 | 0.0% | 0.0% | 695 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,606 | 60 | 0.01% | 0.01% | 696 | +2 | 0.08% | Q4 2025 | Feb 12, 2026 |
| Piscataqua Savings Bank | History | No change | 2,607 | 60 | 0.04% | 0.05% | 697 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 2,549 | 58 | 0.01% | 0.01% | 698 | +297 | 13.19% | Q4 2025 | Feb 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 2,334 | 53 | 0.03% | — | 699 | +2,334 | New | Q4 2025 | Feb 19, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,264 | 52 | 0.02% | 0.02% | 700 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ancora Advisors LLC | History | Reduced | 2,226 | 51 | 0.0% | 0.0% | 701 | -229 | -9.33% | Q4 2025 | Feb 17, 2026 |
| TCTC Holdings, LLC | History | No change | 2,158 | 49 | 0.0% | 0.0% | 702 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Avion Wealth | History | No change | 2,047 | 47 | 0.01% | 0.01% | 703 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,970 | 45 | 0.0% | 0.0% | 704 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SouthState Bank Corp | History | Added to | 1,912 | 44 | 0.0% | 0.0% | 705 | +1,385 | 262.81% | Q4 2025 | Feb 11, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,902 | 43 | 0.04% | — | 707 | +1,902 | New | Q4 2025 | Feb 10, 2026 |
| Decker Retirement Planning Inc. | History | No change | 1,881 | 43 | 0.02% | 0.02% | 706 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,830 | 42 | 0.0% | 0.0% | 708 | +924 | 101.99% | Q4 2025 | Jan 20, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,803 | 41 | 0.04% | — | 710 | +1,803 | New | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | No change | 1,805 | 41 | 0.02% | 0.02% | 709 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 1,750 | 40 | 0.04% | — | 713 | +1,750 | New | Q4 2025 | Feb 19, 2026 |
| Crewe Advisors LLC | History | Added to | 1,773 | 40 | 0.0% | 0.0% | 712 | +530 | 42.64% | Q4 2025 | Jan 16, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,776 | 40 | 0.0% | 0.0% | 711 | +1 | 0.06% | Q4 2025 | Feb 04, 2026 |
| WealthCollab, LLC | History | No change | 1,678 | 38 | 0.02% | 0.02% | 714 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,577 | 36 | 0.0% | 0.0% | 715 | +190 | 13.7% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,580 | 36 | 0.0% | 0.0% | 716 | -130 | -7.6% | Q4 2025 | Feb 10, 2026 |
| Pacifica Partners Inc. | History | No change | 1,532 | 35 | 0.02% | 0.01% | 717 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 1,456 | 33 | 0.01% | 0.0% | 719 | +1,370 | 1593.02% | Q4 2025 | Jan 21, 2026 |
| Your Advocates Ltd., LLP | History | No change | 1,446 | 33 | 0.01% | 0.01% | 718 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Signature Equity Partners, LLC | History | New | 1,425 | 32 | 0.02% | — | 720 | +1,425 | New | Q4 2025 | Feb 17, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 1,330 | 30 | 0.01% | 1.1% | 722 | -76,468 | -98.29% | Q4 2025 | Feb 06, 2026 |
| Meramec Financial Planners, LLC | History | New | 1,328 | 30 | 0.01% | — | 723 | +1,328 | New | Q4 2025 | Feb 10, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 1,338 | 30 | 0.01% | 0.01% | 721 | +64 | 5.02% | Q4 2025 | Jan 02, 2026 |
| TORONTO DOMINION BANK | History | New | 1,246 | 28 | 0.0% | — | 726 | +1,246 | New | Q4 2025 | Feb 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,225 | 28 | 0.01% | 0.01% | 725 | +1,013 | 477.83% | Q4 2025 | Jan 20, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 1,250 | 28 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,211 | 27 | 0.01% | 0.01% | 727 | -435 | -26.43% | Q4 2025 | Feb 18, 2026 |
| Towne Trust Company, N.A | History | No change | 1,118 | 25 | 0.01% | 0.01% | 728 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| S&T BANK/PA | History | New | 1,081 | 24 | 0.01% | — | 729 | +1,081 | New | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,039 | 23 | 0.0% | — | 733 | +1,039 | New | Q4 2025 | Feb 09, 2026 |
| Nemes Rush Group LLC | History | New | 1,000 | 23 | 0.0% | — | 731 | +1,000 | New | Q4 2025 | Feb 11, 2026 |
| Canton Hathaway, LLC | History | No change | 1,000 | 23 | 0.0% | 0.0% | 730 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,014 | 23 | 0.01% | 0.01% | 732 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Investors Research Corp | History | Reduced | 996 | 22 | 0.0% | 0.0% | 734 | -41 | -3.95% | Q4 2025 | Jan 06, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 965 | 22 | 0.0% | 0.0% | 735 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 941 | 21 | 0.0% | 0.0% | 736 | +897 | 2038.64% | Q4 2025 | Jan 07, 2026 |
| TSFG, LLC | History | Reduced | 900 | 21 | 0.0% | 0.0% | 737 | -120 | -11.76% | Q4 2025 | Feb 04, 2026 |
| Register Financial Advisors LLC | History | Added to | 932 | 21 | 0.01% | 0.01% | 738 | +11 | 1.19% | Q4 2025 | Jan 21, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 840 | 19 | 0.0% | 0.0% | 739 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| HOWE & RUSLING INC | History | Added to | 795 | 18 | 0.0% | 0.0% | 740 | +584 | 276.78% | Q4 2025 | Feb 17, 2026 |
| BankPlus Trust Department | History | Reduced | 785 | 18 | 0.0% | 0.01% | 742 | -394 | -33.42% | Q4 2025 | Jan 27, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 824 | 18 | 0.0% | 0.0% | 741 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 769 | 17 | 0.02% | 0.02% | 743 | -8 | -1.03% | Q4 2025 | Jan 29, 2026 |
| REAP Financial Group, LLC | History | Added to | 744 | 17 | 0.0% | 0.0% | 744 | +6 | 0.81% | Q4 2025 | Feb 10, 2026 |
| Financial Connections Group, Inc. | History | Added to | 712 | 16 | 0.01% | 0.01% | 745 | +8 | 1.14% | Q4 2025 | Jan 23, 2026 |
| MTM Investment Management, LLC | History | Added to | 673 | 15 | 0.0% | 0.0% | 747 | +8 | 1.2% | Q4 2025 | Feb 09, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 692 | 15 | 0.01% | 0.01% | 746 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EASTERN BANK | History | Added to | 613 | 14 | 0.0% | 0.0% | 749 | +546 | 814.93% | Q4 2025 | Jan 14, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 619 | 14 | 0.01% | 0.01% | 748 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 618 | 14 | 0.0% | 0.0% | 750 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tidemark, LLC | History | No change | 648 | 14 | 0.0% | 0.0% | 751 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO | History | Reduced | 581 | 13 | 0.0% | 0.0% | 753 | -1,337 | -69.71% | Q4 2025 | Jan 26, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 593 | 13 | 0.0% | 0.01% | 755 | -22 | -3.58% | Q4 2025 | Jan 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 590 | 13 | 0.0% | 0.0% | 752 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 575 | 13 | 0.0% | 0.01% | 754 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 531 | 12 | 0.0% | 0.0% | 756 | +7 | 1.34% | Q4 2025 | Feb 27, 2026 |
| New Millennium Group LLC | History | New | 479 | 11 | 0.0% | — | 757 | +479 | New | Q4 2025 | Feb 06, 2026 |
| Creative Capital Management Investments LLC | History | New | 461 | 10 | 0.0% | — | 762 | +461 | New | Q4 2025 | Jan 23, 2026 |
| SHP Wealth Management | History | New | 452 | 10 | 0.0% | — | 760 | +452 | New | Q4 2025 | Mar 04, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 447 | 10 | 0.01% | — | 764 | +447 | New | Q4 2025 | Mar 05, 2026 |
| GODSEY & GIBB, INC | History | No change | 447 | 10 | 0.0% | 0.0% | 758 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| West Branch Capital LLC | History | No change | 447 | 10 | 0.0% | 0.0% | 759 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Concord Wealth Partners | History | No change | 450 | 10 | 0.0% | 0.0% | 761 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Park Place Capital Corp | History | No change | 451 | 10 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| BAYBAN | History | New | 434 | 9 | 0.01% | — | 768 | +434 | New | Q4 2025 | Mar 05, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | New | 411 | 9 | 0.0% | — | 765 | +411 | New | Q4 2025 | Feb 04, 2026 |
| Quarry LP | History | New | 400 | 9 | 0.0% | — | 767 | +400 | New | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 423 | 9 | 0.0% | 0.0% | 766 | +1 | 0.24% | Q4 2025 | Feb 20, 2026 |
| Breakwater Investment Management | History | New | 380 | 8 | 0.0% | — | 775 | +380 | New | Q4 2025 | Feb 02, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 357 | 8 | 0.0% | — | 770 | +357 | New | Q4 2025 | Feb 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 353 | 8 | 0.0% | — | 774 | +353 | New | Q4 2025 | Feb 05, 2026 |
| MOTCO | History | Added to | 349 | 8 | 0.0% | 0.0% | 769 | +264 | 310.59% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | No change | 358 | 8 | 0.0% | 0.0% | 771 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 380 | 8 | 0.0% | 0.0% | 772 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | No change | 361 | 8 | 0.0% | 0.0% | 773 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| United Financial Planning Group LLC | History | Added to | 340 | 7 | 0.0% | — | 781 | +333 | 4757.14% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 331 | 7 | 0.0% | — | 777 | +331 | New | Q4 2025 | Feb 13, 2026 |
| Fairscale Capital, LLC | History | New | 330 | 7 | 0.0% | — | 780 | +330 | New | Q4 2025 | Feb 17, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 327 | 7 | 0.0% | — | 778 | +327 | New | Q4 2025 | Feb 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 326 | 7 | 0.0% | 0.0% | 776 | +273 | 515.09% | Q4 2025 | Jan 26, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 318 | 7 | 0.01% | 0.01% | 782 | +2 | 0.63% | Q4 2025 | Feb 10, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 332 | 7 | 0.0% | 0.0% | 779 | +1 | 0.3% | Q4 2025 | Jan 20, 2026 |
| Key Capital Management, INC | History | New | 299 | 6 | 0.01% | — | 785 | +299 | New | Q4 2025 | Jan 26, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 277 | 6 | 0.0% | 0.0% | 784 | -124 | -30.92% | Q4 2025 | Feb 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 300 | 6 | 0.0% | 0.0% | 783 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| POM Investment Strategies, LLC | History | New | 251 | 5 | 0.0% | — | 789 | +251 | New | Q4 2025 | Feb 17, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 240 | 5 | 0.0% | 0.0% | 786 | -2 | -0.83% | Q4 2025 | Jan 27, 2026 |
| Anchor Investment Management, LLC | History | No change | 252 | 5 | 0.0% | 0.0% | 787 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Rossmore Private Capital | History | No change | 222 | 5 | 0.0% | 0.0% | 788 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Operose Advisors LLC | History | New | 193 | 4 | 0.0% | — | 792 | +193 | New | Q4 2025 | Feb 10, 2026 |
| OPTIMA CAPITAL LLC | History | New | 174 | 4 | 0.0% | — | 793 | +174 | New | Q4 2025 | Jan 23, 2026 |
| Heritage Wealth Advisors | History | Added to | 182 | 4 | 0.0% | 0.0% | 790 | +2 | 1.11% | Q4 2025 | Feb 13, 2026 |
| Davis Capital Management | History | No change | 208 | 4 | 0.0% | 0.0% | 791 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Balentine LLC | History | Reduced | 169 | 3 | 0.0% | 0.01% | 798 | -12,252 | -98.64% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Financial Management LLC | History | New | 156 | 3 | 0.0% | — | 801 | +156 | New | Q4 2025 | Feb 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 167 | 3 | 0.0% | 0.0% | 796 | +108 | 183.05% | Q4 2025 | Jan 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 113 | 3 | 0.0% | 0.0% | 794 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 147 | 3 | 0.0% | 0.0% | 795 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 145 | 3 | 0.0% | 0.0% | 797 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 169 | 3 | 0.0% | 0.0% | 799 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |