iSHARES TRUST - IEI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 800 of
892 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 17,694,417 | 2,111,828 | 0.13% | 0.12% | 1 | +1,180,896 | 7.15% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,614,724 | 789,467 | 0.06% | 0.06% | 2 | -825,081 | -11.09% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,924,603 | 707,101 | 1.34% | 1.38% | 3 | +281,282 | 4.98% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | No change | 4,292,100 | 512,262 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 4,287,913 | 511,762 | 0.97% | 0.97% | 5 | +33,946 | 0.8% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,874,242 | 462,390 | 0.14% | 0.13% | 6 | +197,656 | 5.38% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 3,052,028 | 364,259 | 0.74% | 0.73% | 7 | +190,019 | 6.64% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Reduced | 2,784,256 | 332,301 | 0.02% | 0.02% | 8 | -209,632 | -7.0% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,726,135 | 325,229 | 0.07% | 0.07% | 9 | +6,340 | 0.23% | Q4 2025 | Feb 17, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 2,679,733 | 319,826 | 0.88% | 0.85% | 10 | +162,897 | 6.47% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Added to | 2,454,299 | 292,920 | 0.08% | 0.08% | 11 | +250,345 | 11.36% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Added to | 2,271,764 | 271,135 | 0.04% | 0.04% | 12 | +171,507 | 8.17% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,175,997 | 259,705 | 0.23% | 0.22% | 13 | +139,251 | 6.84% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,095,506 | 250,098 | 0.05% | 0.05% | 14 | -19,085 | -0.9% | Q4 2025 | Feb 13, 2026 |
| WIT, LLC | History | Added to | 2,089,070 | 249,330 | 5.0% | 5.49% | 15 | +59,373 | 2.93% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,968,623 | 234,955 | 0.31% | 0.31% | 16 | +32,316 | 1.67% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Added to | 1,954,658 | 233,288 | 0.34% | 0.36% | 17 | +108,210 | 5.86% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,885,917 | 225,084 | 0.52% | 0.51% | 18 | +99,191 | 5.55% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Reduced | 1,618,052 | 193,114 | 0.0% | 0.01% | 19 | -1,806,075 | -52.75% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,523,850 | 181,871 | 0.06% | 0.06% | 20 | +67,822 | 4.66% | Q4 2025 | Feb 18, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 1,480,366 | 176,681 | 16.2% | 11.62% | 21 | +434,416 | 41.53% | Q4 2025 | Jan 29, 2026 |
| Clarity Financial LLC | History | Added to | 1,358,263 | 162,108 | 14.99% | 15.61% | 22 | +41,882 | 3.18% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Reduced | 1,246,571 | 148,778 | 0.11% | 0.13% | 23 | -131,867 | -9.57% | Q4 2025 | Feb 17, 2026 |
| WestEnd Advisors, LLC | History | Added to | 1,173,042 | 140,003 | 3.26% | 3.23% | 24 | +17,576 | 1.52% | Q4 2025 | Jan 27, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,170,497 | 139,698 | 1.37% | 0.95% | 25 | +577,371 | 97.34% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,107,904 | 132,229 | 0.02% | — | 26 | +1,107,904 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,080,201 | 128,922 | 0.77% | 0.73% | 27 | +75,991 | 7.57% | Q4 2025 | Feb 09, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 988,397 | 117,965 | 7.97% | 8.07% | 28 | +30,837 | 3.22% | Q4 2025 | Jan 08, 2026 |
| Facet Wealth, Inc. | History | Added to | 966,634 | 115,164 | 2.04% | 2.06% | 29 | +134,384 | 16.15% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 939,394 | 112,116 | 0.13% | 0.15% | 30 | +144,183 | 18.13% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 875,183 | 104,453 | 0.01% | 0.01% | 31 | -73,288 | -7.73% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 802,799 | 95,577 | 0.1% | 0.11% | 32 | +40,469 | 5.31% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 748,901 | 89,381 | 2.0% | 2.19% | 33 | -21,684 | -2.81% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 708,226 | 84,526 | 0.05% | 0.06% | 34 | -30,784 | -4.17% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 644,190 | 76,884 | 0.04% | 0.04% | 35 | +75,536 | 13.28% | Q4 2025 | Feb 06, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 614,843 | 73,381 | 10.15% | 10.21% | 36 | +20,002 | 3.36% | Q4 2025 | Jan 15, 2026 |
| SNS Financial Group, LLC | History | Reduced | 597,724 | 71,338 | 6.14% | 6.26% | 37 | -4,826 | -0.8% | Q4 2025 | Feb 02, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 594,344 | 70,934 | 2.66% | 2.66% | 38 | +955 | 0.16% | Q4 2025 | Feb 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 562,536 | 67,138 | 1.11% | — | 39 | +562,536 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 494,907 | 59,067 | 0.07% | 0.07% | 40 | +11,925 | 2.47% | Q4 2025 | Feb 13, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 480,586 | 57,493 | 0.4% | 0.28% | 41 | +175,388 | 57.47% | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 468,630 | 55,931 | 1.02% | 1.19% | 42 | -41,809 | -8.19% | Q4 2025 | Jan 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 466,164 | 55,636 | 0.45% | 0.55% | 43 | +6,746 | 1.47% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 464,017 | 55,380 | 0.03% | 0.03% | 44 | +188 | 0.04% | Q4 2025 | Feb 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 447,159 | 53,368 | 3.95% | 3.52% | 45 | +14,409 | 3.33% | Q4 2025 | Jan 23, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 430,835 | 51,420 | 5.5% | 2.93% | 46 | +256,185 | 146.68% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 413,848 | 49,392 | 1.05% | 1.1% | 47 | +3,904 | 0.95% | Q4 2025 | Feb 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 413,028 | 49,294 | 0.01% | 0.01% | 48 | +46,163 | 12.58% | Q4 2025 | Feb 10, 2026 |
| AlphaQuest LLC | History | Added to | 403,902 | 48,205 | 2.7% | 0.42% | 49 | +349,637 | 644.31% | Q4 2025 | Feb 09, 2026 |
| Curi Capital, LLC | History | Reduced | 399,700 | 47,704 | 0.83% | 0.9% | 50 | -10,280 | -2.51% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 396,641 | 47,339 | 0.17% | 0.16% | 51 | +3,906 | 0.99% | Q4 2025 | Jan 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 370,001 | 44,159 | 0.07% | 0.04% | 52 | +156,937 | 73.66% | Q4 2025 | Jan 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 360,984 | 43,083 | 1.21% | 0.89% | 53 | +242,303 | 204.16% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 359,794 | 42,941 | 0.01% | 0.01% | 54 | +17,023 | 4.97% | Q4 2025 | Feb 11, 2026 |
| DDFG, Inc | History | Added to | 357,253 | 42,638 | 9.33% | 9.6% | 55 | +9,298 | 2.67% | Q4 2025 | Jan 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 328,470 | 39,203 | 0.43% | 0.38% | 56 | +48,956 | 17.51% | Q4 2025 | Feb 02, 2026 |
| Silicon Valley Capital Partners | History | Added to | 327,652 | 39,105 | 3.56% | 3.53% | 57 | +14,646 | 4.68% | Q4 2025 | Feb 13, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 304,433 | 36,334 | 2.24% | 1.92% | 58 | +45,225 | 17.45% | Q4 2025 | Jan 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 296,284 | 35,381 | 0.05% | 0.11% | 59 | -381,702 | -56.3% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 286,617 | 34,207 | 0.34% | 0.36% | 60 | -5,912 | -2.02% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 284,873 | 33,999 | 0.19% | 0.18% | 61 | +28,803 | 11.25% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 284,011 | 33,896 | 0.01% | 0.02% | 62 | -759,915 | -72.79% | Q4 2025 | Feb 13, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 283,804 | 33,872 | 4.28% | 4.47% | 63 | -12,363 | -4.17% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 277,801 | 33,155 | 0.04% | 0.05% | 64 | -20,179 | -6.77% | Q4 2025 | Feb 12, 2026 |
| Banco Santander, S.A. | History | New | 271,993 | 32,462 | 0.24% | — | 65 | +271,993 | New | Q4 2025 | Feb 13, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 271,164 | 32,363 | 3.58% | 3.22% | 66 | +28,319 | 11.66% | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 270,784 | 32,361 | 0.04% | 0.04% | 67 | +21,537 | 8.64% | Q4 2025 | Jan 08, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 253,386 | 30,241 | 4.39% | 4.4% | 68 | +7,798 | 3.18% | Q4 2025 | Jan 27, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 253,161 | 30,214 | 0.67% | 0.22% | 69 | -212,525 | -45.64% | Q4 2025 | Feb 20, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 252,645 | 30,153 | 5.52% | 5.53% | 70 | +24,357 | 10.67% | Q4 2025 | Jan 30, 2026 |
| Allianz Asset Management GmbH | History | Added to | 244,800 | 29,216 | 0.03% | 0.03% | 71 | +43,000 | 21.31% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 241,104 | 28,775 | 0.0% | 0.0% | 72 | +122,013 | 102.45% | Q4 2025 | Feb 17, 2026 |
| Hilton Capital Management, LLC | History | Added to | 236,863 | 28,269 | 2.13% | 2.23% | 73 | +6,108 | 2.65% | Q4 2025 | Feb 12, 2026 |
| Hoese & Co LLP | History | Added to | 221,484 | 26,434 | 18.84% | 17.52% | 74 | +29,626 | 15.44% | Q4 2025 | Jan 14, 2026 |
| MBL Wealth, LLC | History | Added to | 220,933 | 26,368 | 2.11% | 2.19% | 75 | +11,154 | 5.32% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 213,074 | 25,430 | 0.07% | 0.07% | 76 | -4,540 | -2.09% | Q4 2025 | Feb 05, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | Reduced | 210,715 | 25,148 | 12.29% | 25.97% | 77 | -210,715 | -50.0% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 210,464 | 25,118 | 0.0% | 0.0% | 78 | +9,765 | 4.87% | Q4 2025 | Mar 25, 2026 |
| US BANCORP \DE\ | History | Reduced | 207,003 | 24,705 | 0.03% | 0.03% | 79 | -5,708 | -2.68% | Q4 2025 | Jan 30, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 193,283 | 23,068 | 0.67% | 0.68% | 80 | -3,328 | -1.69% | Q4 2025 | Feb 10, 2026 |
| DT Investment Partners, LLC | History | Added to | 190,155 | 22,695 | 1.88% | 0.02% | 81 | +188,090 | 9108.47% | Q4 2025 | Feb 10, 2026 |
| CSM Advisors, LLC | History | No change | 189,900 | 22,665 | 0.62% | 0.63% | 82 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 186,548 | 22,264 | 0.13% | 0.13% | 83 | +12,018 | 6.89% | Q4 2025 | Jan 26, 2026 |
| Mirabaud & Cie SA | History | Added to | 184,445 | 22,013 | 7.1% | 6.04% | 84 | +25,353 | 15.94% | Q4 2025 | Jan 16, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 184,310 | 21,997 | 3.36% | 2.08% | 85 | +103,918 | 129.26% | Q4 2025 | Feb 13, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 182,549 | 21,787 | 4.16% | 3.99% | 86 | +13,737 | 8.14% | Q4 2025 | Jan 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 174,264 | 20,798 | 0.15% | 0.16% | 87 | +182 | 0.1% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 171,648 | 20,486 | 0.07% | 0.08% | 88 | +20,454 | 13.53% | Q4 2025 | Feb 18, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 170,910 | 20,398 | 1.4% | 1.44% | 89 | +4,648 | 2.8% | Q4 2025 | Feb 11, 2026 |
| Napier Financial, LLC | History | New | 170,227 | 20,316 | 5.07% | — | 90 | +170,227 | New | Q4 2025 | Feb 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 164,672 | 19,653 | 0.25% | 0.19% | 91 | +47,780 | 40.88% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Added to | 162,484 | 19,392 | 0.03% | 0.03% | 92 | +5,481 | 3.49% | Q4 2025 | Feb 13, 2026 |
| Vectors Research Management, LLC | History | Added to | 160,211 | 19,121 | 5.84% | 5.81% | 93 | +6,057 | 3.93% | Q4 2025 | Feb 03, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 159,512 | 19,037 | 5.23% | 5.57% | 94 | +6,599 | 4.32% | Q4 2025 | Jan 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 156,317 | 18,656 | 0.05% | 0.04% | 95 | +17,636 | 12.72% | Q4 2025 | Feb 13, 2026 |
| Haverford Trust Co | History | Added to | 152,863 | 18,244 | 0.16% | 0.15% | 96 | +10,106 | 7.08% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 150,546 | 17,967 | 0.02% | 0.03% | 97 | -96,294 | -39.01% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 149,425 | 17,835 | 0.05% | 0.06% | 98 | -11,240 | -7.0% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Services of America, Inc. | History | Added to | 147,324 | 17,583 | 1.66% | 1.56% | 99 | +125 | 0.08% | Q4 2025 | Jan 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 147,090 | 17,555 | 0.26% | 0.34% | 100 | -43,471 | -22.81% | Q4 2025 | Feb 09, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 144,134 | 17,202 | 1.26% | 1.23% | 101 | +5,881 | 4.25% | Q4 2025 | Feb 10, 2026 |
| COURIER CAPITAL LLC | History | Added to | 143,056 | 17,073 | 0.96% | 0.94% | 102 | +5,214 | 3.78% | Q4 2025 | Jan 29, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 140,208 | 16,733 | 0.01% | 0.01% | 103 | -5,315 | -3.65% | Q4 2025 | Feb 13, 2026 |
| Canal Capital Management, LLC | History | Added to | 138,540 | 16,534 | 2.35% | 2.38% | 104 | +5,918 | 4.46% | Q4 2025 | Jan 06, 2026 |
| Spartan Planning & Wealth Management | History | Added to | 136,057 | 16,238 | 11.98% | 4.34% | 105 | +89,526 | 192.4% | Q4 2025 | Jan 08, 2026 |
| Columbia Bank | History | Added to | 136,010 | 16,232 | 4.51% | 4.41% | 106 | +4,503 | 3.42% | Q4 2025 | Feb 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 135,365 | 16,155 | 0.18% | 0.19% | 107 | -2,487 | -1.8% | Q4 2025 | Feb 12, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 134,682 | 16,074 | 6.71% | 6.74% | 108 | +6,015 | 4.67% | Q4 2025 | Feb 03, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 134,422 | 16,043 | 4.14% | 4.21% | 109 | +2,129 | 1.61% | Q4 2025 | Jan 20, 2026 |
| Austin Wealth Management, LLC | History | Added to | 131,539 | 15,701 | 2.32% | 2.33% | 110 | +8,246 | 6.69% | Q4 2025 | Jan 26, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 129,713 | 15,481 | 9.0% | 10.97% | 111 | -52,013 | -28.62% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 128,389 | 15,323 | 0.03% | 0.03% | 112 | +12,442 | 10.73% | Q4 2025 | Mar 16, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 125,647 | 14,995 | 0.22% | 0.19% | 113 | +12,744 | 11.29% | Q4 2025 | Jan 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 125,479 | 14,975 | 0.01% | 0.01% | 114 | +11,141 | 9.74% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 124,805 | 14,892 | 0.08% | 0.09% | 115 | +6,851 | 5.81% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 118,319 | 14,120 | 0.05% | 0.04% | 116 | +7,610 | 6.87% | Q4 2025 | Jan 30, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 118,110 | 14,096 | 0.21% | 0.25% | 117 | -16,509 | -12.26% | Q4 2025 | Jan 22, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 116,582 | 13,914 | 0.58% | 0.69% | 118 | -20,645 | -15.04% | Q4 2025 | Feb 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 114,732 | 13,693 | 0.18% | 0.19% | 119 | +58 | 0.05% | Q4 2025 | Jan 30, 2026 |
| Walleye Trading LLC | History | Added to | 111,536 | 13,311 | 0.02% | 0.02% | 120 | +21,136 | 23.38% | Q4 2025 | Feb 13, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 110,791 | 13,222 | 3.72% | 3.96% | 121 | +493 | 0.45% | Q4 2025 | Jan 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 110,206 | 13,153 | 0.82% | 0.91% | 122 | -5,438 | -4.7% | Q4 2025 | Jan 21, 2026 |
| Cordoba Advisory Partners LLC | History | New | 109,927 | 13,119 | 3.24% | — | 123 | +109,927 | New | Q4 2025 | Feb 13, 2026 |
| Gould Capital, LLC | History | Reduced | 106,113 | 12,664 | 7.8% | 7.97% | 124 | -1,587 | -1.47% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 105,107 | 12,544 | 0.09% | — | 125 | +105,107 | New | Q4 2025 | Feb 18, 2026 |
| Pictet Asset Management Holding SA | History | No change | 105,000 | 12,531 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 104,849 | 12,513 | 5.96% | — | 127 | +104,849 | New | Q4 2025 | Jan 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 104,371 | 12,456 | 0.07% | 0.08% | 128 | +10,947 | 11.72% | Q4 2025 | Feb 17, 2026 |
| Eley Financial Management, Inc | History | Added to | 102,510 | 12,234 | 4.39% | 4.41% | 129 | +95 | 0.09% | Q4 2025 | Feb 12, 2026 |
| Rinkey Investments | History | Added to | 101,713 | 12,139 | 3.08% | 3.14% | 130 | +2,823 | 2.85% | Q4 2025 | Feb 04, 2026 |
| Enclave Advisors LLC | History | Added to | 99,079 | 11,825 | 1.68% | 0.05% | 131 | +96,416 | 3620.58% | Q4 2025 | Jan 14, 2026 |
| CRITERIA CAIXA, S.A.U. | History | No change | 82,000 | 11,776 | 4.06% | 1.36% | 132 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Boltwood Capital Management | History | Added to | 98,283 | 11,730 | 3.05% | 3.05% | 133 | +2,480 | 2.59% | Q4 2025 | Jan 02, 2026 |
| HM PAYSON & CO | History | No change | 97,633 | 11,652 | 0.16% | 0.17% | 134 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 96,575 | 11,526 | 2.66% | 2.53% | 135 | +7,091 | 7.92% | Q4 2025 | Feb 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 95,397 | 11,385 | 0.2% | 0.2% | 136 | +15,197 | 18.95% | Q4 2025 | Feb 19, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 93,946 | 11,212 | 0.12% | 0.12% | 137 | +24,919 | 36.1% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 92,595 | 11,051 | 0.01% | 0.01% | 138 | +23,296 | 33.62% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 92,320 | 11,018 | 0.03% | 0.02% | 139 | +24,452 | 36.03% | Q4 2025 | Jan 26, 2026 |
| Ascent Group, LLC | History | Reduced | 90,986 | 10,859 | 0.37% | 0.39% | 140 | -175 | -0.19% | Q4 2025 | Jan 20, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 88,928 | 10,613 | 1.49% | 1.53% | 141 | -19 | -0.02% | Q4 2025 | Jan 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 86,500 | 10,323 | 0.0% | 0.0% | 142 | -39,600 | -31.4% | Q4 2025 | Feb 17, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 86,292 | 10,298 | 1.02% | 1.03% | 143 | +1,524 | 1.8% | Q4 2025 | Jan 20, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 85,972 | 10,260 | 4.05% | 0.0% | 144 | +85,947 | 343788.0% | Q4 2025 | Jan 20, 2026 |
| Keel Point, LLC | History | Added to | 84,560 | 10,092 | 0.61% | 0.58% | 145 | +6,046 | 7.7% | Q4 2025 | Feb 12, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 83,699 | 9,989 | 2.38% | 2.39% | 146 | +3,103 | 3.85% | Q4 2025 | Jan 26, 2026 |
| First Financial Bank - Trust Division | History | Added to | 82,493 | 9,845 | 0.81% | 0.81% | 147 | +2,955 | 3.72% | Q4 2025 | Jan 02, 2026 |
| Sollinda Capital Management LLC | History | Added to | 81,968 | 9,782 | 2.5% | 2.22% | 148 | +14,303 | 21.14% | Q4 2025 | Jan 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 80,831 | 9,644 | 0.01% | 0.0% | 149 | +43,900 | 118.87% | Q4 2025 | Feb 17, 2026 |
| Everstar Asset Management, LLC | History | Added to | 80,735 | 9,635 | 5.17% | 4.49% | 150 | +14,503 | 21.9% | Q4 2025 | Feb 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 80,128 | 9,563 | 0.17% | 0.24% | 151 | -21,540 | -21.19% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 79,769 | 9,520 | 0.12% | 0.13% | 152 | -677 | -0.84% | Q4 2025 | Jan 29, 2026 |
| Ridgepath Capital Management LLC | History | No change | 79,204 | 9,465 | 4.35% | 4.04% | 153 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 75,696 | 9,034 | 0.06% | 0.03% | 154 | +34,864 | 85.38% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 73,973 | 8,828 | 0.04% | 0.05% | 155 | -5,358 | -6.75% | Q4 2025 | Feb 17, 2026 |
| Lake Hills Wealth Management, LLC | History | Added to | 73,844 | 8,813 | 4.6% | 2.96% | 156 | +27,410 | 59.03% | Q4 2025 | Jan 07, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 73,707 | 8,777 | 0.28% | 0.29% | 157 | +965 | 1.33% | Q4 2025 | Jan 23, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 73,396 | 8,759 | 0.65% | 0.56% | 158 | +13,145 | 21.82% | Q4 2025 | Jan 16, 2026 |
| Procyon Advisors, LLC | History | Reduced | 73,148 | 8,730 | 0.43% | 0.52% | 159 | -922 | -1.24% | Q4 2025 | Jan 07, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 71,394 | 8,520 | 1.1% | 1.06% | 160 | +2,589 | 3.76% | Q4 2025 | Jan 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 71,277 | 8,506 | 0.45% | 0.38% | 161 | +20,187 | 39.51% | Q4 2025 | Jan 26, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 69,805 | 8,331 | 0.09% | 0.11% | 162 | +17,745 | 34.09% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Reduced | 68,889 | 8,221 | 0.05% | 0.05% | 163 | -4,896 | -6.64% | Q4 2025 | Feb 13, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 66,782 | 7,970 | 0.81% | 0.52% | 164 | +29,170 | 77.56% | Q4 2025 | Feb 06, 2026 |
| Portfolio Design Labs, LLC | History | Added to | 66,570 | 7,945 | 1.31% | 1.36% | 165 | +473 | 0.72% | Q4 2025 | Feb 11, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 65,246 | 7,787 | 3.9% | 3.67% | 167 | +6,780 | 11.6% | Q4 2025 | Feb 04, 2026 |
| WRAPMANAGER INC | History | Reduced | 65,249 | 7,787 | 2.63% | 2.48% | 166 | -2,281 | -3.38% | Q4 2025 | Feb 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 64,879 | 7,743 | 0.09% | 0.05% | 168 | +20,903 | 47.53% | Q4 2025 | Feb 13, 2026 |
| Frontier Asset Management, LLC | History | New | 64,031 | 7,642 | 1.77% | — | 169 | +64,031 | New | Q4 2025 | Feb 04, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 63,821 | 7,616 | 1.8% | 1.78% | 170 | +2,910 | 4.78% | Q4 2025 | Feb 06, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 62,998 | 7,548 | 2.06% | 1.97% | 171 | +5,660 | 9.87% | Q4 2025 | Jan 28, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 63,079 | 7,528 | 0.04% | 0.04% | 172 | -1,150 | -1.79% | Q4 2025 | Jan 12, 2026 |
| SummitTX Capital, L.P. | History | New | 62,770 | 7,491 | 0.23% | — | 173 | +62,770 | New | Q4 2025 | Feb 17, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 62,455 | 7,454 | 2.49% | 2.45% | 174 | +7,433 | 13.51% | Q4 2025 | Feb 06, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 61,575 | 7,349 | 0.8% | 0.78% | 175 | +2,117 | 3.56% | Q4 2025 | Jan 29, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 61,419 | 7,330 | 0.37% | 0.38% | 176 | -464 | -0.75% | Q4 2025 | Jan 27, 2026 |
| PATTEN & PATTEN INC/TN | History | New | 61,195 | 7,303 | 0.43% | — | 177 | +61,195 | New | Q4 2025 | Feb 03, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 60,930 | 7,271 | 1.01% | 1.05% | 178 | -493 | -0.8% | Q4 2025 | Jan 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 60,753 | 7,250 | 0.02% | 0.03% | 179 | -13,734 | -18.44% | Q4 2025 | Jan 26, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 58,644 | 6,999 | 0.52% | 0.47% | 180 | +7,193 | 13.98% | Q4 2025 | Feb 18, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 56,599 | 6,755 | 2.45% | — | 181 | +56,599 | New | Q4 2025 | Jan 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 487,364 | 6,737 | 0.01% | 0.01% | 182 | +444,017 | 1024.33% | Q4 2025 | Mar 09, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 55,961 | 6,678 | 0.92% | 0.85% | 183 | +4,985 | 9.78% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 55,545 | 6,629 | 0.03% | 0.03% | 184 | -598 | -1.07% | Q4 2025 | Jan 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 55,241 | 6,593 | 0.17% | 0.2% | 185 | -493 | -0.88% | Q4 2025 | Feb 02, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 54,958 | 6,559 | 3.21% | 3.26% | 186 | +1,200 | 2.23% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 54,605 | 6,517 | 0.04% | 0.03% | 187 | +11,860 | 27.75% | Q4 2025 | Jan 29, 2026 |
| Benchmark Financial, LLC | History | New | 54,390 | 6,491 | 6.47% | — | 188 | +54,390 | New | Q4 2025 | Jan 27, 2026 |
| Prospera Financial Services Inc | History | Reduced | 54,356 | 6,487 | 0.11% | 0.11% | 189 | -257 | -0.47% | Q4 2025 | Feb 09, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 54,192 | 6,467 | 4.07% | 2.22% | 190 | +24,612 | 83.2% | Q4 2025 | Jan 14, 2026 |
| 4J Wealth Management LLC | History | Added to | 54,012 | 6,446 | 3.69% | 2.95% | 191 | +12,060 | 28.75% | Q4 2025 | Jan 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 52,976 | 6,322 | 0.71% | 1.26% | 192 | -38,166 | -41.88% | Q4 2025 | Jan 14, 2026 |
| JPL Wealth Management, LLC | History | Added to | 52,385 | 6,252 | 1.52% | 1.27% | 193 | +7,567 | 16.88% | Q4 2025 | Feb 12, 2026 |
| MFA Wealth Services | History | Added to | 51,177 | 6,107 | 4.13% | 4.1% | 194 | +1,520 | 3.06% | Q4 2025 | Jan 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 50,768 | 6,059 | 0.47% | 0.57% | 195 | -16,551 | -24.59% | Q4 2025 | Jan 23, 2026 |
| CFO4Life Group, LLC | History | Reduced | 50,689 | 6,049 | 0.86% | 0.96% | 196 | -4,833 | -8.7% | Q4 2025 | Feb 06, 2026 |
| PFG Advisors | History | Added to | 50,517 | 6,029 | 0.29% | 0.15% | 197 | +19,929 | 65.15% | Q4 2025 | Jan 27, 2026 |
| Trilogy Capital Inc. | History | Reduced | 50,487 | 6,025 | 0.27% | 0.29% | 198 | -1,451 | -2.79% | Q4 2025 | Jan 22, 2026 |
| Great Diamond Partners, LLC | History | Added to | 50,482 | 6,025 | 1.16% | 1.15% | 199 | +671 | 1.35% | Q4 2025 | Feb 06, 2026 |
| Crabel Capital Management, LLC | History | Added to | 50,420 | 6,017 | 4.55% | 2.06% | 200 | +31,165 | 161.85% | Q4 2025 | Feb 17, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 49,968 | 5,962 | 0.94% | 1.03% | 201 | -2,467 | -4.7% | Q4 2025 | Jan 08, 2026 |
| Strategic Blueprint, LLC | History | Added to | 49,919 | 5,957 | 0.35% | 0.26% | 202 | +162 | 0.33% | Q4 2025 | Jan 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 48,960 | 5,843 | 0.0% | 0.05% | 203 | -886,564 | -94.77% | Q4 2025 | Feb 17, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 48,887 | 5,834 | 0.76% | 0.79% | 204 | +5 | 0.01% | Q4 2025 | Feb 05, 2026 |
| AMG National Trust Bank | History | Added to | 48,614 | 5,802 | 0.14% | 0.14% | 205 | +1,041 | 2.19% | Q4 2025 | Jan 30, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 48,292 | 5,763 | 0.3% | 0.3% | 206 | +1,773 | 3.81% | Q4 2025 | Mar 04, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Added to | 48,142 | 5,745 | 0.3% | 0.31% | 207 | +456 | 0.96% | Q4 2025 | Jan 09, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 48,077 | 5,737 | 0.02% | 0.03% | 208 | -4,491 | -8.54% | Q4 2025 | Feb 13, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 47,368 | 5,653 | 3.03% | 3.06% | 209 | +3,544 | 8.09% | Q4 2025 | Jan 20, 2026 |
| Atria Investments, Inc | History | Added to | 46,974 | 5,606 | 0.06% | 0.06% | 210 | +1,938 | 4.3% | Q4 2025 | Feb 05, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 46,631 | 5,565 | 1.73% | 1.73% | 211 | +976 | 2.14% | Q4 2025 | Jan 22, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 46,261 | 5,521 | 3.46% | 3.77% | 212 | -1,683 | -3.51% | Q4 2025 | Feb 24, 2026 |
| PRUDENTIAL PLC | History | Reduced | 45,600 | 5,442 | 0.04% | 0.05% | 213 | -11,514 | -20.16% | Q4 2025 | Feb 11, 2026 |
| Blue Fin Capital, Inc. | History | Added to | 45,305 | 5,407 | 0.84% | 0.72% | 214 | +7,001 | 18.28% | Q4 2025 | Jan 23, 2026 |
| Values First Advisors, Inc. | History | Added to | 45,132 | 5,386 | 2.79% | 2.76% | 215 | +1,911 | 4.42% | Q4 2025 | Jan 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 44,457 | 5,305 | 0.04% | 0.05% | 216 | -6,538 | -12.82% | Q4 2025 | Jan 14, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 44,311 | 5,288 | 1.86% | 2.15% | 217 | +478 | 1.09% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 44,287 | 5,285 | 0.07% | 0.08% | 218 | -4,728 | -9.65% | Q4 2025 | Feb 09, 2026 |
| DSG Capital Advisors, LLC | History | Reduced | 44,302 | 5,284 | 0.8% | 0.95% | 219 | -5,583 | -11.19% | Q4 2025 | Jan 27, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 43,826 | 5,230 | 0.09% | 0.09% | 220 | +899 | 2.09% | Q4 2025 | Feb 12, 2026 |
| InTrack Investment Management Inc | History | Added to | 43,515 | 5,193 | 2.9% | 2.34% | 221 | +10,745 | 32.79% | Q4 2025 | Jan 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 43,298 | 5,167 | 0.1% | 0.12% | 222 | -7,742 | -15.17% | Q4 2025 | Feb 12, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 42,927 | 5,123 | 3.75% | — | 223 | +42,927 | New | Q4 2025 | Mar 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 42,882 | 5,117 | 0.16% | 0.15% | 224 | -616 | -1.42% | Q4 2025 | Jan 09, 2026 |
| Global Retirement Partners, LLC | History | Added to | 42,861 | 5,115 | 0.09% | 0.08% | 225 | +14,031 | 48.67% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 42,712 | 5,097 | 0.07% | 0.08% | 226 | -1,112 | -2.54% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 42,071 | 5,021 | 0.0% | 0.0% | 227 | +1,728 | 4.28% | Q4 2025 | Feb 13, 2026 |
| SEMITAM BONAM LLC | History | Added to | 41,474 | 4,949 | 4.12% | 4.22% | 228 | +1,971 | 4.99% | Q4 2025 | Jan 20, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 41,354 | 4,935 | 0.06% | 0.07% | 229 | -641 | -1.53% | Q4 2025 | Feb 05, 2026 |
| Monument Capital Management | History | Reduced | 40,903 | 4,881 | 1.21% | 1.23% | 230 | -418 | -1.01% | Q4 2025 | Jan 26, 2026 |
| Edge Wealth Management LLC | History | Added to | 40,847 | 4,875 | 0.86% | 0.85% | 231 | +620 | 1.54% | Q4 2025 | Jan 12, 2026 |
| Beacon Bank & Trust | History | Reduced | 39,911 | 4,763 | 0.97% | 5.14% | 232 | -159,994 | -80.04% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 39,583 | 4,724 | 0.03% | 0.03% | 233 | +1,239 | 3.23% | Q4 2025 | Feb 12, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 38,635 | 4,611 | 0.13% | 0.11% | 234 | +5,755 | 17.5% | Q4 2025 | Feb 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 38,639 | 4,611 | 0.01% | 0.01% | 235 | -467 | -1.19% | Q4 2025 | Feb 11, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 37,901 | 4,523 | 3.18% | 3.12% | 236 | +1,508 | 4.14% | Q4 2025 | Jan 08, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 37,713 | 4,500 | 1.92% | 2.0% | 237 | -1,175 | -3.02% | Q4 2025 | Jan 22, 2026 |
| Madison Asset Management, LLC | History | Reduced | 37,151 | 4,433 | 0.05% | 0.05% | 238 | -186 | -0.5% | Q4 2025 | Feb 04, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 36,926 | 4,407 | 1.46% | 1.38% | 239 | +2,859 | 8.39% | Q4 2025 | Feb 19, 2026 |
| IHT Wealth Management, LLC | History | Added to | 36,882 | 4,401 | 0.11% | 0.09% | 240 | +6,287 | 20.55% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 36,800 | 4,392 | 0.0% | 0.0% | 241 | -93,200 | -71.69% | Q4 2025 | Feb 17, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 36,414 | 4,345 | 0.61% | 0.8% | 242 | -9,406 | -20.53% | Q4 2025 | Jan 06, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 35,707 | 4,261 | 0.29% | 0.33% | 243 | -753 | -2.07% | Q4 2025 | Feb 02, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 35,502 | 4,237 | 1.82% | 1.93% | 244 | -224 | -0.63% | Q4 2025 | Jan 26, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 35,404 | 4,225 | 1.57% | 1.09% | 245 | +11,687 | 49.28% | Q4 2025 | Feb 13, 2026 |
| Opus Capital Group, LLC | History | Reduced | 35,160 | 4,196 | 0.45% | 0.48% | 246 | -479 | -1.34% | Q4 2025 | Jan 30, 2026 |
| Compound Planning, Inc. | History | Added to | 35,057 | 4,184 | 0.12% | 0.13% | 247 | +449 | 1.3% | Q4 2025 | Feb 19, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 34,588 | 4,128 | 1.73% | 1.63% | 248 | +3,671 | 11.87% | Q4 2025 | Feb 04, 2026 |
| Newport Capital Group, LLC | History | Added to | 33,532 | 4,001 | 2.45% | 2.5% | 249 | +310 | 0.93% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 32,302 | 3,855 | 0.19% | 0.37% | 250 | -31,969 | -49.74% | Q4 2025 | Jan 20, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 32,261 | 3,850 | 0.17% | 0.23% | 251 | -5,995 | -15.67% | Q4 2025 | Jan 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 31,994 | 3,818 | 0.09% | 0.08% | 252 | +6,226 | 24.16% | Q4 2025 | Feb 13, 2026 |
| Center For Asset Management LLC | History | Reduced | 31,931 | 3,810 | 1.99% | 2.2% | 253 | -2,648 | -7.66% | Q4 2025 | Jan 21, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 31,422 | 3,750 | 2.07% | 2.2% | 254 | -505 | -1.58% | Q4 2025 | Jan 14, 2026 |
| Magnus Financial Group LLC | History | Added to | 30,805 | 3,676 | 0.28% | 0.28% | 255 | +691 | 2.29% | Q4 2025 | Jan 07, 2026 |
| CDKV HOLDINGS LLC | History | New | 30,433 | 3,632 | 3.04% | — | 256 | +30,433 | New | Q4 2025 | Feb 17, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 30,354 | 3,627 | 0.08% | 0.09% | 257 | -644 | -2.08% | Q4 2025 | Jan 08, 2026 |
| IF Advisors, LLC | History | New | 30,083 | 3,590 | 2.92% | — | 258 | +30,083 | New | Q4 2025 | Feb 10, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 29,749 | 3,550 | 0.75% | 0.13% | 259 | +25,046 | 532.55% | Q4 2025 | Feb 17, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 29,741 | 3,549 | 0.43% | 0.44% | 260 | -270 | -0.9% | Q4 2025 | Jan 27, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 29,157 | 3,479 | 2.93% | 2.96% | 261 | +19 | 0.07% | Q4 2025 | Jan 21, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 29,116 | 3,474 | 0.94% | 0.0% | 262 | +29,041 | 38721.33% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 29,100 | 3,473 | 0.0% | 0.0% | 263 | -6,600 | -18.49% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 28,223 | 3,368 | 0.08% | 0.08% | 264 | +532 | 1.92% | Q4 2025 | Jan 28, 2026 |
| Headlands Technologies LLC | History | Added to | 27,901 | 3,329 | 0.28% | 0.17% | 265 | +10,447 | 59.85% | Q4 2025 | Feb 13, 2026 |
| Markin Asset Management, LP | History | New | 27,792 | 3,316 | 3.65% | — | 266 | +27,792 | New | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 27,516 | 3,284 | 0.01% | 0.01% | 267 | +2,398 | 9.55% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 38,085 | 3,235 | 0.08% | 0.08% | 268 | +1,581 | 4.33% | Q4 2025 | Feb 11, 2026 |
| ETF Store, Inc. | History | Added to | 26,950 | 3,216 | 3.28% | 3.34% | 269 | +607 | 2.3% | Q4 2025 | Jan 22, 2026 |
| Savvy Advisors, Inc. | History | New | 26,817 | 3,200 | 0.1% | — | 270 | +26,817 | New | Q4 2025 | Jan 20, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 26,805 | 3,199 | 0.54% | — | 271 | +26,805 | New | Q4 2025 | Feb 12, 2026 |
| ENTREWEALTH, LLC | History | Added to | 26,633 | 3,177 | 1.43% | 1.4% | 272 | +3,827 | 16.78% | Q4 2025 | Feb 13, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 26,615 | 3,176 | 0.84% | 0.85% | 273 | +1,139 | 4.47% | Q4 2025 | Jan 14, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 26,432 | 3,154 | 2.13% | 2.37% | 274 | +98 | 0.37% | Q4 2025 | Jan 23, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 26,246 | 3,132 | 0.84% | 0.88% | 275 | -26 | -0.1% | Q4 2025 | Feb 09, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 26,167 | 3,123 | 0.09% | 0.11% | 276 | -5,610 | -17.65% | Q4 2025 | Feb 13, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 26,037 | 3,107 | 1.24% | 1.29% | 277 | +27 | 0.1% | Q4 2025 | Jan 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 25,891 | 3,090 | 0.07% | 0.08% | 278 | -514 | -1.95% | Q4 2025 | Feb 06, 2026 |
| EFG International AG | History | New | 25,881 | 3,088 | 0.06% | — | 279 | +25,881 | New | Q4 2025 | Feb 17, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 25,775 | 3,076 | 0.17% | 0.17% | 280 | +156 | 0.61% | Q4 2025 | Jan 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 24,608 | 2,937 | 0.06% | 0.01% | 281 | +20,809 | 547.75% | Q4 2025 | Feb 09, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 24,530 | 2,927 | 1.7% | 1.82% | 282 | -1,300 | -5.03% | Q4 2025 | Jan 27, 2026 |
| One Day In July LLC | History | Added to | 24,365 | 2,907 | 0.24% | 0.22% | 283 | +2,844 | 13.21% | Q4 2025 | Feb 04, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 23,927 | 2,855 | 2.11% | 2.19% | 284 | +490 | 2.09% | Q4 2025 | Feb 05, 2026 |
| Oak Grove Capital LLC | History | Added to | 23,800 | 2,840 | 0.34% | 0.13% | 285 | +16,300 | 217.33% | Q4 2025 | Feb 26, 2026 |
| McKinley Carter Wealth Services, Inc. | History | New | 23,651 | 2,822 | 0.16% | — | 286 | +23,651 | New | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 23,599 | 2,821 | 0.01% | 0.01% | 287 | -4,643 | -16.44% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 23,220 | 2,771 | 0.01% | 0.01% | 288 | +564 | 2.49% | Q4 2025 | Feb 02, 2026 |
| Visionary Wealth Advisors | History | Added to | 23,129 | 2,760 | 0.12% | 0.12% | 289 | +1,381 | 6.35% | Q4 2025 | Feb 13, 2026 |
| Trajan Wealth LLC | History | Reduced | 22,906 | 2,733 | 0.11% | 0.12% | 290 | -896 | -3.76% | Q4 2025 | Feb 06, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 22,627 | 2,705 | 0.03% | 0.0% | 291 | +20,037 | 773.63% | Q4 2025 | Jan 05, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 22,583 | 2,695 | 0.05% | 0.08% | 292 | -8,270 | -26.8% | Q4 2025 | Jan 16, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 22,403 | 2,673 | 0.11% | 0.1% | 293 | +1,675 | 8.08% | Q4 2025 | Jan 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 22,148 | 2,643 | 0.03% | 0.03% | 294 | +3,510 | 18.83% | Q4 2025 | Feb 05, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 22,140 | 2,642 | 1.43% | 1.54% | 295 | -158 | -0.71% | Q4 2025 | Jan 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 22,086 | 2,635 | 0.0% | 0.0% | 296 | -2,983 | -11.9% | Q4 2025 | Feb 18, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 21,416 | 2,556 | 0.16% | 0.05% | 297 | +14,204 | 196.95% | Q4 2025 | Feb 13, 2026 |
| Sequent Planning LLC | History | Added to | 21,194 | 2,529 | 0.64% | 0.67% | 298 | +1,547 | 7.87% | Q4 2025 | Feb 05, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 21,160 | 2,525 | 0.81% | 1.12% | 299 | -6,831 | -24.4% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 21,015 | 2,508 | 0.18% | 0.22% | 300 | -2,460 | -10.48% | Q4 2025 | Jan 21, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 20,741 | 2,475 | 0.07% | 0.06% | 301 | +3,814 | 22.53% | Q4 2025 | Jan 23, 2026 |
| Vernal Point Advisors, LLC | History | No change | 20,710 | 2,471 | 1.02% | 1.07% | 302 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 20,641 | 2,463 | 0.05% | — | 303 | +20,641 | New | Q4 2025 | Feb 06, 2026 |
| Hilltop Holdings Inc. | History | Added to | 20,450 | 2,440 | 0.14% | 0.12% | 304 | +1,151 | 5.96% | Q4 2025 | Feb 17, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | History | Reduced | 20,082 | 2,396 | 0.22% | 0.35% | 305 | -13,609 | -40.39% | Q4 2025 | Jan 15, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 20,081 | 2,396 | 0.84% | 1.03% | 306 | -469 | -2.28% | Q4 2025 | Feb 06, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 20,066 | 2,394 | 0.2% | 0.22% | 307 | -1,166 | -5.49% | Q4 2025 | Jan 27, 2026 |
| Global Endowment Management, LP | History | No change | 20,000 | 2,387 | 0.3% | 0.3% | 308 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 19,818 | 2,365 | 0.36% | 0.35% | 309 | +1,110 | 5.93% | Q4 2025 | Jan 13, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 19,737 | 2,355 | 1.08% | 1.05% | 310 | +307 | 1.58% | Q4 2025 | Feb 09, 2026 |
| Veridan Wealth LLC | History | Added to | 19,427 | 2,318 | 0.78% | 0.78% | 311 | +398 | 2.09% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS | History | Added to | 19,264 | 2,299 | 0.07% | 0.06% | 312 | +1,642 | 9.32% | Q4 2025 | Feb 10, 2026 |
| CONNING INC. | History | No change | 19,236 | 2,295 | 0.08% | 0.08% | 313 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Betterment LLC | History | Added to | 19,105 | 2,280 | 0.0% | 0.0% | 314 | +1,358 | 7.65% | Q4 2025 | Feb 12, 2026 |
| Jacobi Capital Management LLC | History | Added to | 18,938 | 2,260 | 0.13% | 0.11% | 315 | +4,018 | 26.93% | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | Added to | 18,871 | 2,252 | 0.29% | 0.3% | 316 | +475 | 2.58% | Q4 2025 | Jan 29, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 18,860 | 2,250 | 0.19% | 0.08% | 317 | +11,290 | 149.14% | Q4 2025 | Feb 09, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 18,765 | 2,239 | 0.13% | 0.23% | 318 | -14,539 | -43.66% | Q4 2025 | Jan 29, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 18,736 | 2,236 | 0.0% | 0.0% | 319 | -30,342 | -61.82% | Q4 2025 | Mar 20, 2026 |
| REGIONS FINANCIAL CORP | History | New | 18,665 | 2,227 | 0.01% | — | 320 | +18,665 | New | Q4 2025 | Jan 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 18,401 | 2,196 | 0.01% | 0.01% | 321 | +269 | 1.48% | Q4 2025 | Feb 12, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 18,307 | 2,185 | 0.76% | 0.74% | 322 | +1,651 | 9.91% | Q4 2025 | Jan 21, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 18,225 | 2,175 | 0.12% | 0.13% | 323 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GTS SECURITIES LLC | History | Added to | 18,178 | 2,169 | 0.07% | 0.01% | 324 | +15,984 | 728.53% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 18,042 | 2,153 | 0.03% | 0.04% | 325 | +2,426 | 15.54% | Q4 2025 | Mar 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 17,990 | 2,147 | 0.03% | 0.03% | 326 | -1,514 | -7.76% | Q4 2025 | Feb 02, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 17,905 | 2,136 | 0.05% | 0.04% | 327 | +4,219 | 30.83% | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 17,272 | 2,061 | 0.05% | 0.05% | 328 | +767 | 4.65% | Q4 2025 | Jan 07, 2026 |
| Wealthfront Advisers LLC | History | Added to | 17,222 | 2,055 | 0.0% | 0.0% | 329 | +5,242 | 43.76% | Q4 2025 | Jan 30, 2026 |
| RKL Wealth Management LLC | History | Reduced | 17,097 | 2,040 | 0.17% | 0.18% | 330 | -366 | -2.1% | Q4 2025 | Feb 12, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 16,902 | 2,017 | 0.17% | 0.18% | 331 | -129,549 | -88.46% | Q4 2025 | Feb 17, 2026 |
| Twele Capital Management, Inc. | History | Added to | 16,739 | 1,997 | 0.36% | 0.36% | 332 | +530 | 3.27% | Q4 2025 | Jan 09, 2026 |
| Cresset Asset Management, LLC | History | Added to | 16,661 | 1,988 | 0.01% | 0.01% | 333 | +2,252 | 15.63% | Q4 2025 | Feb 17, 2026 |
| Belleair Asset Management, LLC | History | New | 16,654 | 1,987 | 1.89% | — | 334 | +16,654 | New | Q4 2025 | Jan 30, 2026 |
| Mount Lucas Management LP | History | Reduced | 16,603 | 1,981 | 0.79% | 1.13% | 335 | -6,350 | -27.67% | Q4 2025 | Feb 05, 2026 |
| Permanens Capital L.P. | History | Added to | 16,508 | 1,970 | 0.26% | 0.28% | 336 | +912 | 5.85% | Q4 2025 | Feb 17, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 16,495 | 1,968 | 0.42% | 0.48% | 337 | -1,926 | -10.46% | Q4 2025 | Jan 14, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 16,419 | 1,959 | 0.11% | 0.12% | 338 | -395 | -2.35% | Q4 2025 | Jan 28, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 16,188 | 1,932 | 0.38% | 0.38% | 339 | -880 | -5.16% | Q4 2025 | Jan 22, 2026 |
| BayBridge Capital Group, LLC | History | Added to | 15,834 | 1,889 | 1.17% | 0.7% | 340 | +6,589 | 71.27% | Q4 2025 | Jan 16, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 15,788 | 1,884 | 0.94% | 1.06% | 341 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MY Wealth Management Inc. | History | Reduced | 15,756 | 1,880 | 1.64% | 1.65% | 342 | -40 | -0.25% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 15,706 | 1,874 | 0.01% | 0.02% | 343 | -1,818 | -10.37% | Q4 2025 | Feb 17, 2026 |
| Braeburn Wealth Management LLC | History | New | 15,674 | 1,870 | 0.96% | — | 344 | +15,674 | New | Q4 2025 | Feb 18, 2026 |
| Allworth Financial LP | History | New | 15,545 | 1,855 | 0.01% | — | 345 | +15,545 | New | Q4 2025 | Feb 05, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | New | 15,484 | 1,848 | 1.59% | — | 346 | +15,484 | New | Q4 2025 | Jan 23, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 15,459 | 1,844 | 0.22% | 0.19% | 347 | +2,250 | 17.03% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 15,439 | 1,842 | 0.1% | 0.11% | 348 | +716 | 4.86% | Q4 2025 | Feb 04, 2026 |
| Spire Wealth Management | History | Added to | 15,342 | 1,831 | 0.06% | 0.06% | 349 | +1,654 | 12.08% | Q4 2025 | Jan 14, 2026 |
| SevenBridge Financial Group, LLC | History | Added to | 15,309 | 1,824 | 0.29% | 0.24% | 350 | +3,186 | 26.28% | Q4 2025 | Feb 02, 2026 |
| Sowell Financial Services LLC | History | Reduced | 15,247 | 1,819 | 0.07% | 0.08% | 351 | -1,458 | -8.73% | Q4 2025 | Jan 21, 2026 |
| Eagle Strategies LLC | History | Reduced | 15,213 | 1,815 | 0.23% | 0.25% | 352 | -274 | -1.77% | Q4 2025 | Jan 23, 2026 |
| Gotham Asset Management, LLC | History | New | 15,108 | 1,803 | 0.01% | — | 353 | +15,108 | New | Q4 2025 | Feb 17, 2026 |
| Pacific Park Financial, Inc. | History | New | 14,949 | 1,784 | 1.11% | — | 354 | +14,949 | New | Q4 2025 | Jan 30, 2026 |
| Legacy Private Trust Co. | History | Reduced | 14,687 | 1,752 | 0.1% | 0.12% | 355 | -2,186 | -12.96% | Q4 2025 | Jan 08, 2026 |
| Royal Fund Management, LLC | History | Added to | 14,644 | 1,747 | 0.16% | 0.08% | 356 | +8,724 | 147.36% | Q4 2025 | Jan 15, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Reduced | 14,559 | 1,737 | 1.23% | 1.36% | 357 | -114 | -0.78% | Q4 2025 | Feb 13, 2026 |
| Verger Capital Management LLC | History | Added to | 14,530 | 1,734 | 0.51% | 0.56% | 358 | +173 | 1.2% | Q4 2025 | Feb 02, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 14,309 | 1,707 | 0.51% | 0.57% | 359 | -1,342 | -8.57% | Q4 2025 | Jan 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 14,302 | 1,706 | 0.0% | — | 360 | +14,302 | New | Q4 2025 | Feb 17, 2026 |
| BANK HAPOALIM BM | History | Added to | 14,223 | 1,698 | 0.15% | 0.2% | 361 | +651 | 4.8% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 14,197 | 1,694 | 0.02% | 0.03% | 362 | -541 | -3.67% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 14,185 | 1,692 | 0.02% | 0.02% | 363 | -1,188 | -7.73% | Q4 2025 | Jan 20, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 13,682 | 1,632 | 0.45% | 0.53% | 364 | -6,769 | -33.1% | Q4 2025 | Feb 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 13,658 | 1,630 | 0.0% | 0.0% | 365 | +6,661 | 95.2% | Q4 2025 | Feb 09, 2026 |
| Generation Capital Management LLC | History | Added to | 13,639 | 1,627 | 1.06% | 1.12% | 366 | +723 | 5.6% | Q4 2025 | Feb 13, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 13,612 | 1,624 | 0.38% | 0.39% | 367 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| E&G Advisors, LP | History | No change | 13,437 | 1,603 | 0.36% | 0.37% | 368 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AlTi Global, Inc. | History | Reduced | 13,409 | 1,600 | 0.03% | 0.04% | 369 | -50 | -0.37% | Q4 2025 | Feb 13, 2026 |
| TFB Advisors LLC | History | Added to | 13,334 | 1,591 | 0.44% | 0.47% | 370 | +22 | 0.17% | Q4 2025 | Feb 13, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 13,252 | 1,584 | 0.15% | 0.13% | 371 | +2,006 | 17.84% | Q4 2025 | Feb 13, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 13,222 | 1,578 | 0.12% | 0.12% | 372 | -325 | -2.4% | Q4 2025 | Jan 27, 2026 |
| Alliance Private Wealth, LLC | History | New | 13,254 | 1,575 | 0.55% | — | 373 | +13,254 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Equity Partners | History | Added to | 13,071 | 1,560 | 0.25% | 0.26% | 374 | +46 | 0.35% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 13,043 | 1,556 | 0.35% | 0.27% | 375 | +3,359 | 34.69% | Q4 2025 | Jan 12, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 13,021 | 1,554 | 2.3% | — | 376 | +13,021 | New | Q4 2025 | Feb 06, 2026 |
| COMMERCE BANK | History | Added to | 12,964 | 1,547 | 0.01% | 0.01% | 377 | +555 | 4.47% | Q4 2025 | Feb 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 12,797 | 1,527 | 0.06% | 0.06% | 378 | +153 | 1.21% | Q4 2025 | Feb 13, 2026 |
| Greenspring Advisors, LLC | History | Added to | 12,475 | 1,488 | 0.09% | 0.08% | 379 | +8,686 | 229.24% | Q4 2025 | Feb 10, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 12,360 | 1,475 | 0.07% | 0.08% | 380 | -427 | -3.34% | Q4 2025 | Feb 04, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 12,311 | 1,469 | 0.01% | 0.01% | 381 | -220 | -1.76% | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | New | 12,026 | 1,435 | 0.18% | — | 383 | +12,026 | New | Q4 2025 | Jan 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 12,026 | 1,435 | 0.01% | 0.01% | 382 | +4,188 | 53.43% | Q4 2025 | Jan 26, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 11,995 | 1,428 | 1.56% | — | 385 | +11,995 | New | Q4 2025 | Mar 02, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 11,967 | 1,428 | 0.16% | 0.19% | 384 | -621 | -4.93% | Q4 2025 | Feb 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 11,876 | 1,417 | 0.05% | 0.05% | 386 | -336 | -2.75% | Q4 2025 | Jan 12, 2026 |
| Nolet Wealth Management, LLC | History | New | 11,862 | 1,415 | 0.79% | — | 387 | +11,862 | New | Q4 2025 | Feb 27, 2026 |
| JDM Financial Group LLC | History | Reduced | 11,831 | 1,412 | 0.55% | 0.6% | 388 | -208 | -1.73% | Q4 2025 | Feb 02, 2026 |
| NWAM LLC | History | Added to | 11,821 | 1,408 | 0.08% | 0.08% | 389 | +127 | 1.09% | Q4 2025 | Feb 04, 2026 |
| HCR Wealth Advisors | History | Reduced | 11,729 | 1,399 | 0.14% | 0.15% | 390 | -685 | -5.52% | Q4 2025 | Jan 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 11,672 | 1,393 | 0.02% | 0.02% | 391 | +3,226 | 38.2% | Q4 2025 | Jan 16, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 11,358 | 1,355 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rothschild Wealth LLC | History | New | 11,175 | 1,333 | 0.13% | — | 393 | +11,175 | New | Q4 2025 | Feb 17, 2026 |
| Columbus Macro, LLC | History | Added to | 11,101 | 1,324 | 0.14% | 0.14% | 394 | +720 | 6.94% | Q4 2025 | Jan 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 11,043 | 1,317 | 0.01% | 0.02% | 395 | -7,283 | -39.74% | Q4 2025 | Feb 13, 2026 |
| Entelevest, LLC | History | New | 10,944 | 1,306 | 1.31% | — | 396 | +10,944 | New | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 10,926 | 1,304 | 0.01% | 0.01% | 397 | -443 | -3.9% | Q4 2025 | Jan 05, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 10,706 | 1,277 | 0.42% | 0.43% | 398 | +303 | 2.91% | Q4 2025 | Jan 27, 2026 |
| Maridea Wealth Management LLC | History | Added to | 10,545 | 1,258 | 0.19% | 0.19% | 399 | +406 | 4.0% | Q4 2025 | Jan 08, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 10,323 | 1,232 | 0.34% | 0.3% | 400 | +1,686 | 19.52% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO | History | No change | 10,242 | 1,224 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 10,194 | 1,218 | 0.04% | — | 402 | +10,194 | New | Q4 2025 | Feb 13, 2026 |
| Gambit Capital Management, LLC | History | New | 10,174 | 1,214 | 0.87% | — | 403 | +10,174 | New | Q4 2025 | Feb 06, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 10,044 | 1,198 | 1.03% | — | 404 | +10,044 | New | Q4 2025 | Feb 09, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 10,036 | 1,197 | 0.01% | 0.01% | 405 | +691 | 7.39% | Q4 2025 | Jan 27, 2026 |
| HBE Wealth Management, LLC | History | New | 9,838 | 1,174 | 1.1% | — | 406 | +9,838 | New | Q4 2025 | Jan 20, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 9,777 | 1,168 | 0.82% | 0.85% | 407 | -790 | -7.48% | Q4 2025 | Jan 15, 2026 |
| Core Wealth Partners LLC | History | Added to | 9,720 | 1,160 | 0.52% | 0.29% | 408 | +4,403 | 82.81% | Q4 2025 | Feb 17, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 9,700 | 1,157 | 0.08% | 0.2% | 409 | -12,573 | -56.45% | Q4 2025 | Feb 10, 2026 |
| PKS Advisory Services, LLC | History | New | 9,674 | 1,154 | 0.26% | — | 410 | +9,674 | New | Q4 2025 | Feb 02, 2026 |
| Martin Capital Partners, LLC | History | Reduced | 9,635 | 1,150 | 0.43% | 0.46% | 411 | -295 | -2.97% | Q4 2025 | Jan 06, 2026 |
| Krilogy Financial LLC | History | Added to | 9,533 | 1,136 | 0.04% | 0.04% | 412 | +1,098 | 13.02% | Q4 2025 | Jan 27, 2026 |
| HRT FINANCIAL LP | History | New | 9,344 | 1,115 | 0.0% | — | 413 | +9,344 | New | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Reduced | 9,242 | 1,102 | 0.01% | 0.01% | 414 | -483 | -4.97% | Q4 2025 | Jan 15, 2026 |
| FLP Wealth Management, LLC | History | Reduced | 1,910 | 1,085 | 2.56% | 2.97% | 415 | -6,904 | -78.33% | Q4 2025 | Jan 20, 2026 |
| Bedel Financial Consulting, Inc. | History | New | 9,071 | 1,082 | 0.12% | — | 416 | +9,071 | New | Q4 2025 | Jan 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 9,060 | 1,081 | 0.05% | 0.05% | 417 | +1,260 | 16.15% | Q4 2025 | Feb 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 9,064 | 1,081 | 0.06% | 0.05% | 418 | +1,151 | 14.55% | Q4 2025 | Jan 30, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 8,974 | 1,071 | 0.04% | 0.01% | 419 | +7,833 | 686.5% | Q4 2025 | Feb 04, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 8,960 | 1,069 | 0.96% | 0.93% | 420 | +559 | 6.65% | Q4 2025 | Jan 23, 2026 |
| StoneX Group Inc. | History | Added to | 8,916 | 1,064 | 0.05% | 0.04% | 421 | +1,527 | 20.67% | Q4 2025 | Feb 12, 2026 |
| Montecito Bank & Trust | History | Added to | 8,753 | 1,044 | 0.17% | 0.16% | 422 | +126 | 1.46% | Q4 2025 | Jan 09, 2026 |
| Park Edge Advisors, LLC | History | Added to | 8,669 | 1,034 | 0.23% | 0.22% | 423 | +572 | 7.06% | Q4 2025 | Jan 16, 2026 |
| Summa Corp. | History | No change | 8,624 | 1,029 | 0.44% | 0.45% | 424 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 8,608 | 1,027 | 0.14% | 0.4% | 425 | -14,310 | -62.44% | Q4 2025 | Feb 02, 2026 |
| Pathstone Holdings, LLC | History | New | 8,523 | 1,017 | 0.0% | — | 426 | +8,523 | New | Q4 2025 | Feb 13, 2026 |
| Koa Wealth Management, LLC | History | Added to | 8,490 | 1,013 | 0.7% | 0.55% | 428 | +2,235 | 35.73% | Q4 2025 | Jan 29, 2026 |
| Emprise Bank | History | No change | 8,490 | 1,013 | 0.42% | 0.44% | 427 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PEOPLES BANK /OH | History | Added to | 8,406 | 1,003 | 0.62% | 0.52% | 429 | +1,337 | 18.91% | Q4 2025 | Jan 29, 2026 |
| GeoWealth Management, LLC | History | Reduced | 8,351 | 996 | 0.04% | 0.04% | 430 | -614 | -6.85% | Q4 2025 | Feb 17, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 8,331 | 994 | 0.86% | 0.58% | 431 | +2,825 | 51.31% | Q4 2025 | Feb 13, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 8,328 | 993 | 0.33% | 0.42% | 432 | -320 | -3.7% | Q4 2025 | Feb 13, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 8,271 | 987 | 0.18% | 0.19% | 433 | -447 | -5.13% | Q4 2025 | Jan 27, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 8,257 | 985 | 0.03% | 0.03% | 434 | +385 | 4.89% | Q4 2025 | Feb 13, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 8,248 | 984 | 0.25% | 0.25% | 435 | +87 | 1.07% | Q4 2025 | Feb 13, 2026 |
| Israel Discount Bank of New York | History | Added to | 8,209 | 979 | 2.66% | 2.26% | 436 | +1,811 | 28.31% | Q4 2025 | Jan 28, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 8,196 | 978 | 0.02% | 0.02% | 437 | -96 | -1.16% | Q4 2025 | Feb 03, 2026 |
| Fiduciary Alliance LLC | History | Added to | 8,110 | 967 | 0.06% | 0.05% | 438 | +1,792 | 28.36% | Q4 2025 | Jan 22, 2026 |
| Parker Financial LLC | History | Reduced | 8,104 | 967 | 0.39% | 0.4% | 439 | -83 | -1.01% | Q4 2025 | Feb 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 8,028 | 958 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | Added to | 8,025 | 957 | 0.17% | 0.17% | 441 | +31 | 0.39% | Q4 2025 | Jan 14, 2026 |
| GenWealth Group, Inc. | History | Reduced | 7,992 | 955 | 0.16% | 0.18% | 442 | -42 | -0.52% | Q4 2025 | Jan 12, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 7,997 | 954 | 0.63% | 0.63% | 443 | +148 | 1.89% | Q4 2025 | Jan 09, 2026 |
| ABLE Financial Group, LLC | History | Added to | 7,982 | 952 | 0.19% | 0.2% | 444 | +317 | 4.14% | Q4 2025 | Jan 23, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 7,922 | 945 | 0.53% | 0.54% | 445 | +1,791 | 29.21% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 7,865 | 938 | 0.0% | 0.0% | 446 | -7,538 | -48.94% | Q4 2025 | Feb 11, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 7,858 | 937 | 0.05% | 0.05% | 447 | +485 | 6.58% | Q4 2025 | Jan 15, 2026 |
| Asempa Wealth Advisors | History | New | 7,763 | 926 | 0.8% | — | 449 | +7,763 | New | Q4 2025 | Jan 08, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 7,764 | 926 | 0.22% | 0.22% | 448 | +237 | 3.15% | Q4 2025 | Jan 23, 2026 |
| Bangor Savings Bank | History | Reduced | 7,736 | 923 | 0.07% | 0.09% | 450 | -1,470 | -15.97% | Q4 2025 | Jan 16, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 7,641 | 912 | 0.33% | 0.26% | 451 | +2,203 | 40.51% | Q4 2025 | Jan 26, 2026 |
| F/m Investments LLC | History | No change | 7,610 | 908 | 0.03% | 0.04% | 452 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | New | 7,546 | 900 | 0.17% | — | 454 | +7,546 | New | Q4 2025 | Jan 14, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 7,548 | 900 | 0.08% | 0.12% | 453 | +359 | 4.99% | Q4 2025 | Feb 11, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 7,500 | 895 | 0.62% | 0.69% | 455 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 7,473 | 891 | 0.21% | 0.23% | 456 | -149 | -1.95% | Q4 2025 | Jan 27, 2026 |
| CPR Investments Inc. | History | Reduced | 7,415 | 884 | 0.59% | 1.89% | 457 | -15,580 | -67.75% | Q4 2025 | Jan 14, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 7,365 | 879 | 0.33% | 0.36% | 458 | -696 | -8.63% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 7,364 | 878 | 0.03% | 0.03% | 459 | +11 | 0.15% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 7,256 | 866 | 0.0% | 0.0% | 460 | +702 | 10.71% | Q4 2025 | Feb 17, 2026 |
| IMA Advisory Services, Inc. | History | No change | 7,234 | 863 | 0.08% | 0.09% | 461 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Apella Capital, LLC | History | No change | 7,227 | 862 | 0.02% | 0.02% | 462 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 7,204 | 859 | 0.01% | 0.01% | 463 | +1,526 | 26.88% | Q4 2025 | Jan 15, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 7,186 | 857 | 0.52% | 0.54% | 464 | -49 | -0.68% | Q4 2025 | Jan 22, 2026 |
| Vontobel Holding Ltd. | History | Added to | 7,081 | 845 | 0.0% | 0.0% | 465 | +296 | 4.36% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 7,054 | 841 | 0.02% | 0.02% | 466 | +459 | 6.96% | Q4 2025 | Feb 03, 2026 |
| Jump Financial, LLC | History | New | 6,959 | 830 | 0.01% | — | 467 | +6,959 | New | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 6,920 | 825 | 0.02% | 0.06% | 468 | -14,897 | -68.28% | Q4 2025 | Feb 03, 2026 |
| ROCKLAND TRUST CO | History | Added to | 6,902 | 823 | 0.03% | 0.03% | 469 | +103 | 1.51% | Q4 2025 | Jan 15, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 6,747 | 805 | 0.05% | 0.06% | 470 | -357 | -5.03% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,653 | 794 | 0.03% | 0.03% | 471 | +1,049 | 18.72% | Q4 2025 | Feb 06, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 6,642 | 792 | 0.07% | 0.07% | 472 | +12 | 0.18% | Q4 2025 | Jan 21, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 6,632 | 791 | 0.31% | 0.23% | 473 | +1,900 | 40.15% | Q4 2025 | Jan 28, 2026 |
| Patten Group, Inc. | History | Added to | 6,591 | 786 | 0.15% | 0.09% | 474 | +2,600 | 65.15% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,525 | 778 | 0.07% | 0.07% | 475 | +219 | 3.47% | Q4 2025 | Jan 26, 2026 |
| Valmark Advisers, Inc. | History | Added to | 6,508 | 776 | 0.01% | 0.01% | 476 | +285 | 4.58% | Q4 2025 | Jan 26, 2026 |
| Peak Asset Management, LLC | History | Added to | 6,494 | 775 | 0.13% | 0.13% | 477 | +172 | 2.72% | Q4 2025 | Feb 05, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 6,483 | 773 | 0.36% | 0.36% | 478 | +116 | 1.82% | Q4 2025 | Jan 26, 2026 |
| CHOREO, LLC | History | Reduced | 6,346 | 758 | 0.01% | 0.02% | 480 | -4,827 | -43.2% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 6,356 | 758 | 0.01% | 0.01% | 479 | -273 | -4.12% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 6,109 | 729 | 0.02% | 0.03% | 481 | -3,943 | -39.23% | Q4 2025 | Feb 17, 2026 |
| ARGUS INVESTORS' COUNSEL, INC. | History | Added to | 6,106 | 728 | 0.58% | 0.52% | 482 | +682 | 12.57% | Q4 2025 | Jan 22, 2026 |
| SFMG, LLC | History | Reduced | 5,994 | 715 | 0.05% | 0.1% | 483 | -5,801 | -49.18% | Q4 2025 | Feb 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 5,983 | 714 | 0.05% | 0.04% | 484 | +1,783 | 42.45% | Q4 2025 | Feb 12, 2026 |
| Redwood Investment Management, LLC | History | New | 5,820 | 695 | 0.08% | — | 485 | +5,820 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,831 | 695 | 0.02% | 0.0% | 486 | +5,313 | 1025.68% | Q4 2025 | Jan 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 5,776 | 689 | 0.0% | 0.0% | 487 | +20 | 0.35% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,763 | 687 | 0.01% | 0.02% | 488 | -93 | -1.59% | Q4 2025 | Feb 02, 2026 |
| Savant Capital, LLC | History | Added to | 5,730 | 683 | 0.0% | 0.0% | 489 | +426 | 8.03% | Q4 2025 | Feb 10, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 5,714 | 681 | 0.25% | 0.12% | 490 | +3,051 | 114.57% | Q4 2025 | Jan 26, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 5,684 | 678 | 0.01% | 0.01% | 491 | -73 | -1.27% | Q4 2025 | Jan 22, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 5,628 | 671 | 0.15% | 0.17% | 492 | -516 | -8.4% | Q4 2025 | Jan 14, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 5,629 | 671 | 0.49% | 0.46% | 493 | +265 | 4.94% | Q4 2025 | Feb 17, 2026 |
| Blue Line Capital, LLC / IL | History | New | 5,617 | 670 | 0.79% | — | 494 | +5,617 | New | Q4 2025 | Feb 17, 2026 |
| BSW Wealth Partners | History | Added to | 5,585 | 666 | 0.08% | 0.07% | 495 | +881 | 18.73% | Q4 2025 | Jan 23, 2026 |
| Summit Financial, LLC | History | Reduced | 5,548 | 662 | 0.01% | 0.01% | 496 | -913 | -14.13% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 5,420 | 646 | 0.11% | 0.13% | 497 | -776 | -12.52% | Q4 2025 | Jan 27, 2026 |
| Argent Advisors, Inc. | History | Added to | 5,322 | 635 | 0.18% | 0.17% | 498 | +505 | 10.48% | Q4 2025 | Feb 11, 2026 |
| Rede Wealth, LLC | History | New | 5,313 | 634 | 0.22% | — | 500 | +5,313 | New | Q4 2025 | Jan 23, 2026 |
| Composition Wealth, LLC | History | Added to | 5,314 | 634 | 0.01% | 0.01% | 499 | +1,653 | 45.15% | Q4 2025 | Feb 02, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 5,308 | 633 | 0.13% | 0.14% | 501 | -1 | -0.02% | Q4 2025 | Jan 07, 2026 |
| Kovack Advisors, Inc. | History | New | 5,269 | 628 | 0.03% | — | 502 | +5,269 | New | Q4 2025 | Feb 17, 2026 |
| Charles Schwab Trust Co | History | Reduced | 5,245 | 625 | 0.04% | 0.04% | 503 | -241 | -4.39% | Q4 2025 | Jan 09, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Added to | 5,073 | 605 | 0.22% | 0.21% | 504 | +486 | 10.6% | Q4 2025 | Jan 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 5,037 | 601 | 0.0% | 0.0% | 505 | -134 | -2.59% | Q4 2025 | Feb 17, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 4,982 | 594 | 0.4% | 0.68% | 506 | -3,335 | -40.1% | Q4 2025 | Jan 16, 2026 |
| PFG Investments, LLC | History | Added to | 4,962 | 592 | 0.03% | 0.03% | 508 | +654 | 15.18% | Q4 2025 | Jan 26, 2026 |
| CVA Family Office, LLC | History | Reduced | 4,963 | 592 | 0.07% | 0.08% | 507 | -3 | -0.06% | Q4 2025 | Jan 12, 2026 |
| Blue Edge Capital, LLC | History | Reduced | 4,921 | 587 | 0.08% | 0.08% | 509 | -14 | -0.28% | Q4 2025 | Feb 12, 2026 |
| Midwest Trust Co | History | Reduced | 4,906 | 585 | 0.01% | 0.01% | 510 | -170 | -3.35% | Q4 2025 | Feb 04, 2026 |
| Cadence Bank | History | No change | 4,858 | 579 | 0.03% | 0.04% | 511 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Forefront Analytics, LLC | History | Reduced | 4,740 | 566 | 0.5% | 0.56% | 512 | -164 | -3.34% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 4,665 | 556 | 0.01% | 0.02% | 513 | -17 | -0.36% | Q4 2025 | Feb 09, 2026 |
| JGP Wealth Management, LLC | History | Added to | 4,648 | 554 | 0.06% | 0.04% | 514 | +1,788 | 62.52% | Q4 2025 | Jan 12, 2026 |
| True Vision MN LLC | History | New | 4,623 | 551 | 0.28% | — | 515 | +4,623 | New | Q4 2025 | Jan 14, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 4,541 | 541 | 0.04% | 0.04% | 516 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Net Worth Advisory Group | History | New | 4,522 | 539 | 0.11% | — | 517 | +4,522 | New | Q4 2025 | Jan 14, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 4,524 | 539 | 0.09% | 0.09% | 518 | +56 | 1.25% | Q4 2025 | Feb 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,504 | 537 | 0.01% | 0.01% | 520 | +819 | 22.23% | Q4 2025 | Jan 21, 2026 |
| Caprock Group, LLC | History | Reduced | 4,506 | 537 | 0.01% | 0.01% | 519 | -260 | -5.46% | Q4 2025 | Jan 28, 2026 |
| RMR Wealth Builders | History | No change | 4,500 | 537 | 0.04% | 0.04% | 521 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 4,360 | 520 | 0.04% | 0.05% | 522 | -700 | -13.83% | Q4 2025 | Jan 20, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 4,324 | 516 | 0.0% | 0.0% | 523 | -1,246 | -22.37% | Q4 2025 | Jan 16, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 4,316 | 515 | 0.02% | 0.03% | 524 | -394 | -8.37% | Q4 2025 | Jan 29, 2026 |
| Faithward Advisors, LLC | History | Reduced | 4,290 | 512 | 0.08% | 0.08% | 526 | -233 | -5.15% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,295 | 512 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Crewe Advisors LLC | History | Added to | 4,254 | 507 | 0.04% | 0.05% | 527 | +50 | 1.19% | Q4 2025 | Jan 16, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 4,237 | 505 | 0.1% | 0.1% | 528 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Omega Financial Group, LLC | History | Added to | 4,224 | 504 | 0.17% | 0.17% | 529 | +46 | 1.1% | Q4 2025 | Jan 28, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 4,224 | 504 | 0.13% | 0.13% | 530 | +46 | 1.1% | Q4 2025 | Feb 03, 2026 |
| Firestone Capital Management | History | Added to | 4,188 | 499 | 0.11% | 0.05% | 531 | +2,265 | 117.78% | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 4,176 | 498 | 0.01% | 0.01% | 532 | -81 | -1.9% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 4,163 | 496 | 0.01% | 0.02% | 533 | -3,291 | -44.15% | Q4 2025 | Feb 17, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 4,137 | 493 | 0.01% | 0.01% | 535 | +1,476 | 55.47% | Q4 2025 | Feb 05, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 4,139 | 493 | 0.02% | 0.02% | 534 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 4,129 | 492 | 0.02% | 0.02% | 536 | +390 | 10.43% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 4,110 | 490 | 0.0% | 0.0% | 537 | -743 | -15.31% | Q4 2025 | Feb 03, 2026 |
| Dakota Wealth Management | History | Added to | 4,105 | 489 | 0.01% | 0.0% | 538 | +2,389 | 139.22% | Q4 2025 | Jan 13, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 4,072 | 485 | 0.03% | 0.04% | 539 | -956 | -19.01% | Q4 2025 | Jan 26, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 3,994 | 476 | 0.0% | 0.0% | 540 | -738 | -15.6% | Q4 2025 | Feb 10, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 3,988 | 475 | 0.12% | 0.13% | 541 | -254 | -5.99% | Q4 2025 | Jan 23, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Reduced | 3,948 | 471 | 0.18% | 6.54% | 542 | -133,997 | -97.14% | Q4 2025 | Jan 07, 2026 |
| J.M. Arbour, LLC | History | New | 3,943 | 470 | 0.47% | — | 543 | +3,943 | New | Q4 2025 | Jan 26, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 3,930 | 469 | 0.06% | 0.04% | 544 | +1,408 | 55.83% | Q4 2025 | Feb 10, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 3,929 | 468 | 0.07% | 0.09% | 545 | -449 | -10.26% | Q4 2025 | Jan 14, 2026 |
| Welch Group, LLC | History | Added to | 3,917 | 467 | 0.02% | 0.02% | 547 | +47 | 1.21% | Q4 2025 | Jan 26, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 3,917 | 467 | 0.0% | 0.0% | 546 | +30 | 0.77% | Q4 2025 | Feb 12, 2026 |
| Element Wealth, LLC | History | Reduced | 3,896 | 465 | 0.19% | 0.21% | 548 | -149 | -3.68% | Q4 2025 | Feb 13, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 3,889 | 464 | 0.34% | 0.24% | 549 | +1,278 | 48.95% | Q4 2025 | Jan 20, 2026 |
| High Probability Advisors, LLC | History | No change | 3,878 | 462 | 0.06% | 0.06% | 550 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,855 | 460 | 0.0% | — | 551 | +3,855 | New | Q4 2025 | Feb 18, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | New | 3,847 | 459 | 0.06% | — | 552 | +3,847 | New | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 3,852 | 459 | 0.0% | 0.0% | 553 | +346 | 9.87% | Q4 2025 | Feb 13, 2026 |
| DARA CAPITAL US, INC. | History | New | 3,785 | 451 | 0.4% | — | 554 | +3,785 | New | Q4 2025 | Jan 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 3,756 | 449 | 0.03% | 0.05% | 555 | -1,587 | -29.7% | Q4 2025 | Jan 15, 2026 |
| NDWM LLC | History | Added to | 3,758 | 448 | 0.3% | 0.3% | 556 | +12 | 0.32% | Q4 2025 | Feb 05, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 3,724 | 444 | 0.05% | 0.04% | 557 | +735 | 24.59% | Q4 2025 | Feb 13, 2026 |
| Maxele Advisors, LLC | History | No change | 3,704 | 442 | 0.36% | 0.38% | 558 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Principle Wealth Partners LLC | History | Added to | 3,665 | 437 | 0.02% | 0.02% | 560 | +828 | 29.19% | Q4 2025 | Feb 06, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 3,662 | 437 | 0.06% | 0.06% | 559 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Phoenix Financial Ltd. | History | Added to | 3,649 | 435 | 0.0% | 0.0% | 561 | +430 | 13.36% | Q4 2025 | Feb 05, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 3,653 | 435 | 0.2% | 0.21% | 562 | -147 | -3.87% | Q4 2025 | Jan 14, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 3,579 | 427 | 0.19% | 0.11% | 564 | +1,564 | 77.62% | Q4 2025 | Feb 09, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 3,583 | 427 | 0.18% | 0.18% | 563 | +131 | 3.79% | Q4 2025 | Jan 30, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 3,555 | 424 | 0.02% | — | 565 | +3,555 | New | Q4 2025 | Feb 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 3,542 | 422 | 0.05% | — | 566 | +3,542 | New | Q4 2025 | Jan 27, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 3,532 | 421 | 0.1% | 0.08% | 568 | +850 | 31.69% | Q4 2025 | Jan 28, 2026 |
| Stanley-Laman Group, Ltd. | History | Added to | 3,532 | 421 | 0.05% | 0.06% | 567 | +5 | 0.14% | Q4 2025 | Jan 23, 2026 |
| Obsido Oy | History | Reduced | 3,517 | 419 | 0.26% | 0.35% | 569 | -826 | -19.02% | Q4 2025 | Feb 17, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 3,504 | 418 | 0.13% | 0.15% | 570 | -385 | -9.9% | Q4 2025 | Jan 21, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 3,497 | 417 | 0.01% | 0.01% | 571 | +426 | 13.87% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | New | 3,491 | 416 | 0.01% | — | 572 | +3,491 | New | Q4 2025 | Feb 02, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,458 | 412 | 0.06% | — | 573 | +3,458 | New | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 3,374 | 402 | 0.01% | 0.02% | 574 | -22 | -0.65% | Q4 2025 | Jan 27, 2026 |
| NBT BANK N A /NY | History | No change | 3,350 | 399 | 0.03% | 0.03% | 575 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Alhambra Investment Management LLC | History | No change | 3,245 | 387 | 0.18% | 0.18% | 576 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 3,250 | 387 | 0.18% | 0.19% | 577 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Aries Wealth Management | History | No change | 3,238 | 386 | 0.09% | 0.09% | 578 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 3,226 | 385 | 0.03% | 0.02% | 579 | -43 | -1.32% | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | New | 3,225 | 384 | 0.02% | — | 581 | +3,225 | New | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | New | 3,219 | 384 | 0.0% | — | 580 | +3,219 | New | Q4 2025 | Feb 13, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 3,137 | 374 | 0.3% | 0.3% | 582 | +225 | 7.73% | Q4 2025 | Feb 02, 2026 |
| SACHEM HILL LLC | History | Added to | 3,098 | 369 | 0.07% | 0.07% | 585 | +8 | 0.26% | Q4 2025 | Feb 12, 2026 |
| WBH ADVISORY INC | History | No change | 3,099 | 369 | 0.03% | 0.03% | 583 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 3,099 | 369 | 0.07% | 0.07% | 584 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 3,078 | 367 | 0.25% | 0.26% | 586 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 3,064 | 365 | 0.06% | 0.07% | 587 | -470 | -13.3% | Q4 2025 | Feb 17, 2026 |
| Riggs Asset Managment Co. Inc. | History | Reduced | 3,064 | 365 | 0.07% | 0.09% | 588 | -356 | -10.41% | Q4 2025 | Jan 29, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 3,040 | 362 | 0.03% | 0.03% | 589 | +255 | 9.16% | Q4 2025 | Jan 09, 2026 |
| Vise Technologies, Inc. | History | New | 3,020 | 360 | 0.01% | — | 590 | +3,020 | New | Q4 2025 | Feb 11, 2026 |
| Members Trust Co | History | No change | 3,013 | 359 | 0.01% | 0.01% | 591 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 3,001 | 358 | 0.02% | 0.01% | 592 | +1,178 | 64.62% | Q4 2025 | Jan 22, 2026 |
| JMG Financial Group, Ltd. | History | No change | 2,995 | 357 | 0.01% | 0.01% | 593 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 2,984 | 356 | 0.04% | 0.04% | 594 | -77 | -2.52% | Q4 2025 | Feb 02, 2026 |
| Foster Group, Inc. | History | Added to | 2,984 | 356 | 0.01% | 0.01% | 595 | +35 | 1.19% | Q4 2025 | Jan 12, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 2,962 | 353 | 0.21% | 0.21% | 596 | +15 | 0.51% | Q4 2025 | Jan 21, 2026 |
| Keebeck Wealth Management | History | Added to | 2,949 | 351 | 0.04% | 0.03% | 598 | +1,055 | 55.7% | Q4 2025 | Feb 17, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Reduced | 2,947 | 351 | 0.01% | 0.01% | 597 | -13 | -0.44% | Q4 2025 | Feb 13, 2026 |
| BFSG, LLC | History | Added to | 2,938 | 350 | 0.03% | 0.03% | 599 | +224 | 8.25% | Q4 2025 | Jan 22, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 2,885 | 344 | 0.01% | 0.01% | 600 | -920 | -24.18% | Q4 2025 | Jan 21, 2026 |
| Rossby Financial, LCC | History | Added to | 2,836 | 338 | 0.1% | 0.1% | 601 | +138 | 5.11% | Q4 2025 | Feb 12, 2026 |
| IFG Advisory, LLC | History | Reduced | 2,821 | 336 | 0.01% | 0.05% | 602 | -7,209 | -71.87% | Q4 2025 | Feb 10, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 2,767 | 330 | 0.23% | 0.23% | 603 | +18 | 0.65% | Q4 2025 | Feb 13, 2026 |
| Oath Planning, LLC | History | New | 2,759 | 329 | 0.32% | — | 604 | +2,759 | New | Q4 2025 | Feb 12, 2026 |
| Tempo Wealth, LLC | History | New | 2,749 | 328 | 0.06% | — | 606 | +2,749 | New | Q4 2025 | Feb 25, 2026 |
| SFI Advisors, LLC | History | No change | 2,756 | 328 | 0.21% | 0.21% | 605 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TSFG, LLC | History | Reduced | 2,719 | 324 | 0.05% | 0.06% | 607 | -433 | -13.74% | Q4 2025 | Feb 04, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 2,676 | 319 | 0.01% | 0.0% | 608 | +2,148 | 406.82% | Q4 2025 | Feb 02, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 2,626 | 313 | 0.04% | 0.04% | 609 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Value Partners Investments Inc. | History | No change | 2,605 | 311 | 0.02% | 0.03% | 610 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,586 | 308 | 0.0% | 0.01% | 611 | -189,550 | -98.65% | Q4 2025 | Feb 10, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 2,582 | 308 | 0.31% | — | 612 | +2,582 | New | Q4 2025 | Feb 13, 2026 |
| TopTier Wealth Management, LLC | History | New | 2,573 | 307 | 0.21% | — | 613 | +2,573 | New | Q4 2025 | Feb 12, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 2,566 | 306 | 0.17% | 0.22% | 615 | -528 | -17.07% | Q4 2025 | Jan 30, 2026 |
| Busey Bank | History | Reduced | 2,565 | 306 | 0.01% | 0.01% | 614 | -25 | -0.97% | Q4 2025 | Jan 27, 2026 |
| Ruggiero Investments, Inc. | History | New | 2,511 | 299 | 0.27% | — | 616 | +2,511 | New | Q4 2025 | Feb 12, 2026 |
| BDFS Capital LLC | History | New | 2,509 | 299 | 0.15% | — | 617 | +2,509 | New | Q4 2025 | Feb 26, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 2,492 | 297 | 0.02% | 0.02% | 618 | -26 | -1.03% | Q4 2025 | Feb 04, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 2,484 | 296 | 0.03% | 0.05% | 620 | -1,804 | -42.07% | Q4 2025 | Feb 17, 2026 |
| Advance Capital Management, Inc. | History | Added to | 2,484 | 296 | 0.01% | 0.01% | 619 | +73 | 3.03% | Q4 2025 | Jan 06, 2026 |
| Empower Advisory Group, LLC | History | New | 2,464 | 294 | 0.0% | — | 621 | +2,464 | New | Q4 2025 | Feb 12, 2026 |
| TBH Global Asset Management, LLC | History | New | 3,170 | 291 | 0.05% | — | 622 | +3,170 | New | Q4 2025 | Jan 29, 2026 |
| Idaho Trust Co | History | New | 2,428 | 289 | 0.1% | — | 624 | +2,428 | New | Q4 2025 | Feb 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 2,429 | 289 | 0.04% | 0.04% | 623 | +129 | 5.61% | Q4 2025 | Feb 10, 2026 |
| AlphaCentric Advisors LLC | History | New | 2,404 | 286 | 0.29% | — | 625 | +2,404 | New | Q4 2025 | Feb 12, 2026 |
| United Asset Strategies, Inc. | History | Added to | 2,389 | 285 | 0.02% | 0.02% | 626 | +24 | 1.01% | Q4 2025 | Jan 28, 2026 |
| Pallas Capital Advisors LLC | History | New | 2,382 | 284 | 0.01% | — | 627 | +2,382 | New | Q4 2025 | Jan 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,365 | 282 | 0.02% | 0.02% | 628 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,360 | 281 | 0.0% | 0.0% | 629 | +615 | 35.24% | Q4 2025 | Feb 12, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 2,368 | 281 | 0.07% | 0.08% | 630 | +39 | 1.67% | Q4 2025 | Feb 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 2,332 | 278 | 0.06% | — | 631 | +2,332 | New | Q4 2025 | Jan 09, 2026 |
| Chemistry Wealth Management LLC | History | No change | 2,323 | 277 | 0.05% | 0.05% | 632 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Westfuller Advisors, LLC | History | Added to | 2,310 | 275 | 0.11% | 0.12% | 633 | +28 | 1.23% | Q4 2025 | Jan 21, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 2,303 | 274 | 0.15% | 0.16% | 634 | -15 | -0.65% | Q4 2025 | Feb 10, 2026 |
| SouthState Bank Corp | History | Added to | 2,286 | 272 | 0.01% | 0.01% | 635 | +111 | 5.1% | Q4 2025 | Feb 11, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 2,282 | 272 | 0.03% | 0.04% | 636 | -63 | -2.69% | Q4 2025 | Feb 11, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 2,279 | 271 | 0.0% | 0.0% | 638 | -18 | -0.78% | Q4 2025 | Jan 13, 2026 |
| ALESCO ADVISORS LLC | History | No change | 2,277 | 271 | 0.01% | 0.01% | 637 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Brightwater Advisory LLC | History | Reduced | 2,259 | 269 | 0.18% | 0.19% | 639 | -8 | -0.35% | Q4 2025 | Feb 12, 2026 |
| Rathbones Group PLC | History | New | 2,196 | 262 | 0.0% | — | 640 | +2,196 | New | Q4 2025 | Feb 06, 2026 |
| ARWA LLC | History | New | 2,196 | 262 | 0.15% | — | 641 | +2,196 | New | Q4 2025 | Feb 27, 2026 |
| Sather Financial Group Inc | History | Reduced | 2,188 | 261 | 0.01% | 0.02% | 642 | -174 | -7.37% | Q4 2025 | Jan 26, 2026 |
| NICOLET BANKSHARES INC | History | New | 2,186 | 260 | 0.04% | — | 643 | +2,186 | New | Q4 2025 | Feb 09, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 2,167 | 258 | 0.1% | 0.37% | 644 | -7,048 | -76.48% | Q4 2025 | Feb 17, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 2,154 | 257 | 0.12% | 0.12% | 645 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Oxbow Advisors, LLC | History | Added to | 2,146 | 256 | 0.02% | 0.02% | 646 | +101 | 4.94% | Q4 2025 | Feb 04, 2026 |
| Wealthquest Corp | History | New | 2,135 | 254 | 0.02% | — | 647 | +2,135 | New | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | No change | 2,130 | 254 | 0.01% | 0.02% | 648 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 2,128 | 253 | 0.06% | 0.05% | 649 | +344 | 19.28% | Q4 2025 | Jan 28, 2026 |
| BAM Wealth Management, LLC | History | Added to | 2,109 | 251 | 0.18% | 0.17% | 650 | +265 | 14.37% | Q4 2025 | Jan 20, 2026 |
| My Personal CFO, LLC | History | New | 2,096 | 250 | 0.1% | — | 652 | +2,096 | New | Q4 2025 | Jan 15, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 2,098 | 250 | 0.03% | 0.03% | 651 | -80 | -3.67% | Q4 2025 | Jan 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 2,065 | 246 | 0.01% | — | 653 | +2,065 | New | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,054 | 245 | 0.02% | 0.02% | 654 | -41 | -1.96% | Q4 2025 | Jan 29, 2026 |
| King Wealth Management Group | History | Reduced | 2,040 | 243 | 0.03% | 0.03% | 655 | -66 | -3.13% | Q4 2025 | Feb 09, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 2,037 | 243 | 0.03% | 0.04% | 656 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Flagstone Financial Management | History | No change | 2,042 | 243 | 0.06% | 0.06% | 657 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 2,034 | 242 | 0.15% | — | 658 | +2,034 | New | Q4 2025 | Feb 09, 2026 |
| NorthRock Partners, LLC | History | New | 2,014 | 240 | 0.0% | — | 659 | +2,014 | New | Q4 2025 | Feb 17, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 2,013 | 239 | 0.06% | — | 660 | +2,013 | New | Q4 2025 | Jan 23, 2026 |
| Kastel Capital Advisors, LLC | History | New | 2,011 | 239 | 0.15% | — | 661 | +2,011 | New | Q4 2025 | Feb 18, 2026 |
| ASL Financial, LLC | History | New | 1,993 | 237 | 0.19% | — | 662 | +1,993 | New | Q4 2025 | Jan 20, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 1,947 | 232 | 0.08% | 0.07% | 663 | +16 | 0.83% | Q4 2025 | Jan 13, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 1,943 | 231 | 0.09% | 0.1% | 664 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Unconventional Investor, LLC | History | Reduced | 1,918 | 228 | 0.11% | 0.16% | 665 | -822 | -30.0% | Q4 2025 | Feb 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 1,875 | 223 | 0.01% | 0.01% | 666 | -52 | -2.7% | Q4 2025 | Feb 17, 2026 |
| Kelly Financial Services LLC | History | New | 1,846 | 220 | 0.06% | — | 667 | +1,846 | New | Q4 2025 | Jan 13, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 1,837 | 219 | 0.04% | 0.04% | 668 | +65 | 3.67% | Q4 2025 | Feb 09, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 1,824 | 217 | 0.01% | 0.13% | 669 | -17,925 | -90.76% | Q4 2025 | Jan 21, 2026 |
| NOVEM GROUP | History | Added to | 1,819 | 217 | 0.02% | 0.02% | 670 | +62 | 3.53% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,807 | 215 | 0.0% | 0.13% | 671 | -97,674 | -98.18% | Q4 2025 | Feb 11, 2026 |
| Balboa Wealth Partners | History | New | 1,802 | 215 | 0.04% | — | 672 | +1,802 | New | Q4 2025 | Jan 16, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 1,788 | 213 | 0.03% | 0.08% | 674 | -2,210 | -55.28% | Q4 2025 | Jan 21, 2026 |
| Investors Research Corp | History | Added to | 1,788 | 213 | 0.04% | 0.04% | 673 | +196 | 12.31% | Q4 2025 | Jan 06, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 1,790 | 213 | 0.04% | 0.03% | 675 | +21 | 1.19% | Q4 2025 | Feb 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 1,763 | 210 | 0.03% | 0.04% | 677 | -235 | -11.76% | Q4 2025 | Feb 11, 2026 |
| Evercore Wealth Management, LLC | History | No change | 1,760 | 210 | 0.0% | 0.0% | 676 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 1,752 | 209 | 0.01% | 0.01% | 678 | -84 | -4.58% | Q4 2025 | Jan 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,746 | 208 | 0.01% | 0.01% | 679 | +102 | 6.2% | Q4 2025 | Feb 13, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 1,742 | 207 | 0.18% | 0.24% | 680 | -218 | -11.12% | Q4 2025 | Feb 12, 2026 |
| FineMark National Bank & Trust | History | New | 1,727 | 206 | 0.01% | — | 681 | +1,727 | New | Q4 2025 | Feb 12, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 1,730 | 206 | 0.01% | 0.01% | 682 | -237 | -12.05% | Q4 2025 | Jan 22, 2026 |
| Legacy Wealth Partners, LLC | History | New | 1,720 | 205 | 0.05% | — | 685 | +1,720 | New | Q4 2025 | Feb 17, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 1,722 | 205 | 0.07% | 0.13% | 684 | -1,381 | -44.51% | Q4 2025 | Jan 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 1,719 | 205 | 0.0% | 0.0% | 683 | -355 | -17.12% | Q4 2025 | Feb 10, 2026 |
| Successful Portfolios LLC | History | New | 1,716 | 204 | 0.1% | — | 687 | +1,716 | New | Q4 2025 | Jan 23, 2026 |
| Hardin Capital Partners, LLC | History | New | 1,713 | 204 | 0.1% | — | 689 | +1,713 | New | Q4 2025 | Jan 09, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 1,718 | 204 | 0.03% | 0.03% | 688 | +3 | 0.17% | Q4 2025 | Jan 21, 2026 |
| JCIC Asset Management Inc. | History | No change | 1,715 | 204 | 0.06% | 0.06% | 686 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Invariant Investment Management | History | New | 1,694 | 202 | 0.13% | — | 690 | +1,694 | New | Q4 2025 | Jan 26, 2026 |
| Farmers National Bank | History | New | 1,682 | 200 | 0.04% | — | 693 | +1,682 | New | Q4 2025 | Mar 12, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 1,682 | 200 | 0.02% | 0.02% | 694 | -445 | -20.92% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,681 | 200 | 0.01% | 0.02% | 691 | -324 | -16.16% | Q4 2025 | Feb 06, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 1,678 | 200 | 0.01% | 0.01% | 692 | +30 | 1.82% | Q4 2025 | Feb 12, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 1,610 | 192 | 0.05% | 0.04% | 695 | +183 | 12.82% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 1,601 | 191 | 0.0% | 0.0% | 696 | +1,221 | 321.32% | Q4 2025 | Jan 16, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,578 | 188 | 0.1% | 0.11% | 697 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 1,470 | 175 | 0.05% | 0.05% | 698 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,451 | 173 | 0.01% | 0.01% | 699 | +117 | 8.77% | Q4 2025 | Feb 13, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1,414 | 169 | 0.17% | — | 700 | +1,414 | New | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,404 | 167 | 0.0% | — | 701 | +1,404 | New | Q4 2025 | Feb 17, 2026 |
| Merited Wealth, LLC | History | New | 1,289 | 153 | 0.14% | — | 702 | +1,289 | New | Q4 2025 | Mar 26, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,278 | 152 | 0.01% | — | 703 | +1,278 | New | Q4 2025 | Jan 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 1,188 | 141 | 0.0% | 0.0% | 704 | +262 | 28.29% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,176 | 140 | 0.01% | 0.0% | 705 | +559 | 90.6% | Q4 2025 | Feb 13, 2026 |
| CNB Bank | History | No change | 1,113 | 132 | 0.05% | 0.06% | 706 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EASTERN BANK | History | Added to | 1,052 | 125 | 0.0% | 0.0% | 707 | +182 | 20.92% | Q4 2025 | Jan 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1,048 | 125 | 0.01% | 0.01% | 708 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 1,008 | 120 | 0.0% | 0.0% | 709 | -79 | -7.27% | Q4 2025 | Feb 06, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,000 | 119 | 0.02% | 0.02% | 710 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 988 | 117 | 0.0% | 0.0% | 711 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 962 | 114 | 0.01% | — | 712 | +962 | New | Q4 2025 | Feb 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 886 | 105 | 0.0% | 0.0% | 713 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 849 | 101 | 0.01% | — | 714 | +849 | New | Q4 2025 | Feb 13, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 835 | 99 | 0.05% | 0.05% | 715 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 811 | 96 | 0.06% | 0.06% | 716 | +11 | 1.38% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 778 | 92 | 0.01% | 0.01% | 717 | +54 | 7.46% | Q4 2025 | Feb 02, 2026 |
| Boreal Capital Management LLC | History | No change | 744 | 88 | 0.07% | 0.07% | 718 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 731 | 87 | 0.01% | — | 719 | +731 | New | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | New | 708 | 84 | 0.0% | — | 722 | +708 | New | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | No change | 704 | 84 | 0.0% | 0.01% | 720 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 712 | 84 | 0.01% | 0.01% | 721 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 698 | 83 | 0.04% | — | 724 | +698 | New | Q4 2025 | Feb 03, 2026 |
| Clearstead Trust, LLC | History | No change | 701 | 83 | 0.01% | 0.01% | 723 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Park Place Capital Corp | History | Reduced | 657 | 78 | 0.02% | 0.04% | 725 | -821 | -55.55% | Q4 2025 | Jan 09, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 647 | 77 | 0.01% | 0.0% | 726 | +290 | 81.23% | Q4 2025 | Jan 23, 2026 |
| TRUST CO OF VERMONT | History | No change | 650 | 77 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Capital Analysts, LLC | History | Reduced | 616 | 74 | 0.0% | 0.0% | 728 | -657 | -51.61% | Q4 2025 | Feb 11, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 609 | 72 | 0.03% | 0.39% | 729 | -6,137 | -90.97% | Q4 2025 | Jan 23, 2026 |
| Triumph Capital Management | History | New | 588 | 70 | 0.02% | — | 730 | +588 | New | Q4 2025 | Feb 12, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 588 | 70 | 0.02% | 0.02% | 731 | +14 | 2.44% | Q4 2025 | Feb 13, 2026 |
| Nemes Rush Group LLC | History | Added to | 579 | 69 | 0.01% | 0.0% | 732 | +200 | 52.77% | Q4 2025 | Feb 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 501 | 59 | 0.02% | 0.02% | 733 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SHP Wealth Management | History | New | 491 | 58 | 0.0% | — | 734 | +491 | New | Q4 2025 | Mar 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 481 | 57 | 0.0% | — | 735 | +481 | New | Q4 2025 | Feb 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 477 | 56 | 0.01% | 0.01% | 736 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 455 | 54 | 0.01% | 0.01% | 737 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 441 | 52 | 0.03% | — | 738 | +441 | New | Q4 2025 | Feb 10, 2026 |
| Dunhill Financial, LLC | History | Reduced | 429 | 51 | 0.01% | 0.08% | 740 | -2,069 | -82.83% | Q4 2025 | Jan 29, 2026 |
| TCTC Holdings, LLC | History | No change | 429 | 51 | 0.0% | 0.0% | 739 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cedar Wealth Management, LLC | History | No change | 427 | 50 | 0.01% | 0.02% | 741 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ares Financial Consulting, LLC | History | New | 414 | 49 | 0.05% | — | 742 | +414 | New | Q4 2025 | Jan 30, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 377 | 44 | 0.02% | 0.02% | 744 | +5 | 1.34% | Q4 2025 | Feb 11, 2026 |
| Hanson & Doremus Investment Management | History | No change | 365 | 44 | 0.01% | 0.01% | 743 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sound Income Strategies, LLC | History | Added to | 360 | 42 | 0.0% | 0.0% | 746 | +60 | 20.0% | Q4 2025 | Jan 21, 2026 |
| WealthShield Partners, LLC | History | No change | 360 | 42 | 0.0% | 0.0% | 745 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 343 | 40 | 0.01% | 0.0% | 747 | +234 | 214.68% | Q4 2025 | Feb 10, 2026 |
| CX Institutional | History | Added to | 324 | 39 | 0.0% | 0.0% | 748 | +216 | 200.0% | Q4 2025 | Feb 02, 2026 |
| Crews Bank & Trust | History | No change | 317 | 37 | 0.01% | 0.01% | 749 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 304 | 36 | 0.0% | 0.01% | 751 | -574 | -65.38% | Q4 2025 | Jan 20, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 310 | 36 | 0.0% | 0.0% | 750 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 307 | 36 | 0.02% | 0.02% | 752 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Coston, McIsaac & Partners | History | No change | 309 | 36 | 0.01% | 0.01% | 753 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 303 | 36 | 0.01% | 0.01% | 754 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MASECO LLP | History | New | 295 | 35 | 0.0% | — | 755 | +295 | New | Q4 2025 | Jan 22, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 283 | 33 | 0.02% | 0.02% | 756 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | No change | 272 | 32 | 0.0% | 0.0% | 757 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 260 | 31 | 0.0% | 0.0% | 758 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ancora Advisors LLC | History | No change | 260 | 31 | 0.0% | 0.0% | 759 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ankerstar Wealth, LLC | History | New | 252 | 30 | 0.03% | — | 760 | +252 | New | Q4 2025 | Feb 12, 2026 |
| SJS Investment Consulting Inc. | History | New | 250 | 29 | 0.0% | — | 761 | +250 | New | Q4 2025 | Jan 21, 2026 |
| Cape Investment Advisory, Inc. | History | New | 244 | 29 | 0.01% | — | 762 | +244 | New | Q4 2025 | Feb 17, 2026 |
| Key Capital Management, INC | History | New | 237 | 28 | 0.03% | — | 764 | +237 | New | Q4 2025 | Jan 26, 2026 |
| Asset Dedication, LLC | History | No change | 238 | 28 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Family Manage LLC | History | No change | 226 | 26 | 0.0% | 0.0% | 765 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | No change | 225 | 26 | 0.0% | 0.0% | 766 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kingdom Financial Group LLC. | History | New | 216 | 25 | 0.01% | — | 768 | +216 | New | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | No change | 216 | 25 | 0.01% | 0.01% | 767 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| COUNTRY TRUST BANK | History | New | 209 | 24 | 0.0% | — | 769 | +209 | New | Q4 2025 | Jan 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 204 | 24 | 0.0% | 0.0% | 771 | -208 | -50.49% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Counsel, Inc | History | New | 204 | 24 | 0.0% | — | 770 | +204 | New | Q4 2025 | Jan 23, 2026 |
| Biltmore Family Office, LLC | History | No change | 200 | 23 | 0.0% | 0.0% | 772 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Pacifica Partners Inc. | History | No change | 200 | 23 | 0.01% | 0.01% | 773 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Friedenthal Financial | History | Added to | 178 | 21 | 0.01% | 0.01% | 774 | +46 | 34.85% | Q4 2025 | Jan 27, 2026 |
| Caitlin John, LLC | History | No change | 179 | 21 | 0.01% | 0.01% | 775 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FIRST HORIZON CORP | History | No change | 173 | 20 | 0.0% | 0.0% | 776 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| LRI Investments, LLC | History | No change | 171 | 20 | 0.0% | 0.0% | 777 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | New | 165 | 19 | 0.0% | — | 778 | +165 | New | Q4 2025 | Feb 13, 2026 |
| WealthCollab, LLC | History | New | 163 | 19 | 0.01% | — | 779 | +163 | New | Q4 2025 | Jan 27, 2026 |
| Breakwater Investment Management | History | No change | 152 | 18 | 0.01% | 0.01% | 780 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 141 | 16 | 0.0% | 0.0% | 781 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 136 | 16 | 0.02% | 0.02% | 782 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | No change | 142 | 16 | 0.01% | 0.01% | 783 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 130 | 15 | 0.0% | — | 784 | +130 | New | Q4 2025 | Feb 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 127 | 15 | 0.0% | 0.0% | 785 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 130 | 15 | 0.0% | 0.0% | 786 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Versant Capital Management, Inc | History | No change | 131 | 15 | 0.0% | 0.0% | 787 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Team Financial Group, LLC | History | No change | 127 | 15 | 0.01% | 0.01% | 788 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Granite FO LLC | History | No change | 133 | 15 | 0.01% | 0.01% | 789 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Copia Wealth Management | History | No change | 133 | 15 | 0.01% | 0.01% | 790 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 200 | 13 | 0.0% | 0.0% | 791 | +190 | 1900.0% | Q4 2025 | Jan 22, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 105 | 12 | 0.0% | 0.0% | 792 | +1 | 0.96% | Q4 2025 | Feb 04, 2026 |
| REAP Financial Group, LLC | History | Added to | 104 | 12 | 0.0% | 0.0% | 795 | +1 | 0.97% | Q4 2025 | Feb 10, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 102 | 12 | 0.0% | 0.0% | 793 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 108 | 12 | 0.0% | 0.0% | 794 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| HOWE & RUSLING INC | History | Added to | 100 | 11 | 0.0% | 0.0% | 796 | +91 | 1011.11% | Q4 2025 | Feb 17, 2026 |
| Realta Investment Advisors | History | No change | 96 | 11 | 0.0% | 0.0% | 797 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EPG Wealth Management LLC | History | No change | 99 | 11 | 0.0% | 0.0% | 798 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 84 | 10 | 0.0% | 0.0% | 799 | -178 | -67.94% | Q4 2025 | Feb 10, 2026 |
| Hara Capital LLC | History | Reduced | 86 | 10 | 0.01% | 0.01% | 805 | -70 | -44.87% | Q4 2025 | Jan 15, 2026 |