iSHARES TRUST - IUSG
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 43,507,215 | 7,306,601 | 0.53% | 0.46% | 1 | +1,853,499 | 4.45% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 14,224,602 | 2,388,879 | 0.65% | 0.67% | 2 | +191,247 | 1.36% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 14,005,357 | 2,352,059 | 0.14% | 0.14% | 3 | -14,841 | -0.11% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,355,686 | 899,507 | 0.55% | 0.58% | 4 | +123,396 | 2.36% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,303,749 | 386,891 | 0.11% | 0.11% | 5 | +52,797 | 2.35% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,870,642 | 314,155 | 3.55% | 3.54% | 6 | -45,358 | -2.37% | Q4 2025 | Jan 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,626,452 | 273,146 | 2.19% | 2.13% | 7 | +214,255 | 15.17% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,621,371 | 272,293 | 0.02% | 0.02% | 8 | +14,427 | 0.9% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,452,646 | 243,957 | 0.08% | 0.07% | 9 | +136,983 | 10.41% | Q4 2025 | Feb 18, 2026 |
| Align Financial, LLC | History | New | 202,704 | 202,704 | 0.12% | — | 10 | +202,704 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,198,241 | 201,232 | 0.03% | 0.03% | 11 | +1,941 | 0.16% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,159,832 | 194,782 | 0.04% | 0.03% | 12 | +75,199 | 6.93% | Q4 2025 | Feb 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,131,808 | 190,075 | 4.65% | 3.56% | 13 | +326,483 | 40.54% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,074,415 | 180,438 | 0.03% | — | 14 | +1,074,415 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,051,235 | 176,544 | 0.24% | 0.25% | 15 | -98,913 | -8.6% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,005,357 | 168,839 | 0.09% | 0.09% | 16 | +139,614 | 16.13% | Q4 2025 | Feb 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 939,473 | 157,775 | 0.22% | 0.19% | 17 | +166,655 | 21.56% | Q4 2025 | Feb 10, 2026 |
| Facet Wealth, Inc. | History | Added to | 773,302 | 132,690 | 2.35% | 2.48% | 18 | +45,371 | 6.23% | Q4 2025 | Jan 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 712,182 | 119,609 | 1.32% | 1.26% | 19 | +35,058 | 5.18% | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Reduced | 686,399 | 116,060 | 0.01% | 0.01% | 20 | -14,011 | -2.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 615,595 | 103,383 | 0.11% | 0.12% | 21 | -9,495 | -1.52% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 571,921 | 96,048 | 0.11% | 0.11% | 22 | +3,487 | 0.61% | Q4 2025 | Feb 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 467,252 | 78,470 | 1.05% | 1.07% | 23 | -8,674 | -1.82% | Q4 2025 | Jan 30, 2026 |
| SHP Wealth Management | History | New | 466,387 | 78,327 | 6.09% | — | 24 | +466,387 | New | Q4 2025 | Mar 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 460,641 | 77,355 | 0.02% | 0.02% | 25 | -5,253 | -1.13% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 431,822 | 72,520 | 0.3% | — | 26 | +431,822 | New | Q4 2025 | Feb 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 419,694 | 70,483 | 0.19% | 0.13% | 27 | +118,987 | 39.57% | Q4 2025 | Feb 17, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 401,259 | 67,387 | 12.3% | 12.79% | 28 | +8,274 | 2.11% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 398,510 | 66,975 | 0.1% | 0.1% | 29 | -48,997 | -10.95% | Q4 2025 | Feb 17, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 353,247 | 59,324 | 7.69% | 7.67% | 30 | +9,738 | 2.83% | Q4 2025 | Feb 05, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 347,160 | 58,301 | 0.67% | 0.7% | 31 | -18,083 | -4.95% | Q4 2025 | Jan 21, 2026 |
| CX Institutional | History | Reduced | 343,577 | 57,700 | 1.72% | 1.79% | 32 | -13,995 | -3.91% | Q4 2025 | Feb 02, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 334,528 | 56,180 | 14.68% | 14.72% | 33 | +1,841 | 0.55% | Q4 2025 | Jan 27, 2026 |
| Legacy Financial Group LLC | History | Reduced | 338,551 | 55,600 | 6.87% | 7.72% | 34 | -19,901 | -5.55% | Q4 2025 | Feb 05, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 325,119 | 54,600 | 20.5% | 20.28% | 35 | +6,037 | 1.89% | Q4 2025 | Feb 06, 2026 |
| HOWE & RUSLING INC | History | Added to | 322,597 | 54,177 | 3.58% | 3.55% | 36 | +8,149 | 2.59% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 320,939 | 53,387 | 0.07% | 0.07% | 37 | +59,766 | 22.88% | Q4 2025 | Mar 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 306,857 | 51,533 | 0.8% | 0.95% | 38 | -42,106 | -12.07% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 288,381 | 48,430 | 0.03% | 0.06% | 39 | -217,016 | -42.94% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 276,433 | 46,424 | 0.32% | 0.32% | 40 | +9,287 | 3.48% | Q4 2025 | Feb 17, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 274,409 | 46,084 | 14.21% | 14.31% | 41 | +988 | 0.36% | Q4 2025 | Jan 12, 2026 |
| DDFG, Inc | History | Added to | 267,464 | 44,917 | 9.83% | 10.02% | 42 | +3,700 | 1.4% | Q4 2025 | Jan 08, 2026 |
| Veracity Capital LLC | History | Added to | 255,176 | 42,854 | 12.61% | 13.22% | 43 | +3,171 | 1.26% | Q4 2025 | Jan 29, 2026 |
| Charles Schwab Trust Co | History | Reduced | 244,347 | 41,035 | 2.7% | 2.8% | 44 | -6,200 | -2.47% | Q4 2025 | Jan 09, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 238,577 | 40,066 | 20.12% | 20.7% | 45 | -2,797 | -1.16% | Q4 2025 | Jan 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 235,813 | 39,602 | 0.01% | 0.01% | 46 | +1,909 | 0.82% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 229,766 | 38,587 | 0.1% | 0.11% | 47 | -6,126 | -2.6% | Q4 2025 | Feb 05, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 228,719 | 38,411 | 0.67% | 0.04% | 48 | +218,138 | 2061.6% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 224,006 | 37,619 | 0.15% | 0.15% | 49 | +23,059 | 11.48% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | Added to | 215,771 | 36,236 | 0.63% | 0.41% | 50 | +80,019 | 58.94% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 211,236 | 35,475 | 0.17% | 0.17% | 51 | -2,034 | -0.95% | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Added to | 205,706 | 34,546 | 0.37% | 0.37% | 52 | +1,752 | 0.86% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 204,667 | 34,371 | 0.64% | 0.66% | 53 | -8,089 | -3.8% | Q4 2025 | Feb 04, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 200,766 | 33,716 | 7.28% | 7.38% | 54 | +7,075 | 3.65% | Q4 2025 | Jan 20, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 198,616 | 33,355 | 0.41% | 0.43% | 55 | -5,769 | -2.82% | Q4 2025 | Jan 26, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 198,031 | 33,257 | 6.98% | 7.35% | 56 | -3,231 | -1.61% | Q4 2025 | Jan 05, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 192,634 | 32,350 | 3.37% | 3.4% | 57 | -4,471 | -2.27% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 180,842 | 30,370 | 0.03% | 0.05% | 58 | +138 | 0.08% | Q4 2025 | Feb 13, 2026 |
| ForthRight Wealth Management, LLC | History | Reduced | 176,125 | 29,578 | 8.5% | 8.6% | 59 | -3,773 | -2.1% | Q4 2025 | Jan 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 175,404 | 29,457 | 0.05% | 0.04% | 60 | +45,059 | 34.57% | Q4 2025 | Mar 16, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 175,299 | 29,434 | 0.08% | 0.04% | 61 | +85,749 | 95.76% | Q4 2025 | Feb 13, 2026 |
| FIL Ltd | History | Reduced | 173,794 | 29,386 | 0.02% | 0.05% | 62 | -193,816 | -52.72% | Q4 2025 | Feb 17, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 167,565 | 28,140 | 2.82% | 3.1% | 63 | -13,762 | -7.59% | Q4 2025 | Feb 13, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 164,420 | 27,612 | 1.09% | 1.11% | 64 | -2,244 | -1.35% | Q4 2025 | Jan 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 162,234 | 27,245 | 0.0% | 0.01% | 65 | -8,495 | -4.98% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 154,541 | 25,953 | 0.14% | 0.13% | 66 | -24,658 | -13.76% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 153,275 | 25,741 | 0.06% | 0.09% | 67 | -43,740 | -22.2% | Q4 2025 | Feb 13, 2026 |
| Alliance Private Wealth, LLC | History | New | 153,374 | 25,636 | 8.92% | — | 68 | +153,374 | New | Q4 2025 | Feb 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 148,115 | 24,874 | 0.03% | 0.02% | 69 | +20,120 | 15.72% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 141,831 | 23,818 | 0.02% | 0.02% | 70 | +6,573 | 4.86% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Reduced | 141,683 | 23,794 | 0.8% | 0.81% | 71 | -3,196 | -2.21% | Q4 2025 | Jan 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 140,405 | 23,579 | 0.0% | 0.0% | 72 | +996 | 0.71% | Q4 2025 | Mar 25, 2026 |
| Hudock, Inc. | History | Added to | 140,284 | 23,559 | 3.47% | 3.49% | 73 | +479 | 0.34% | Q4 2025 | Feb 12, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 136,575 | 22,936 | 10.32% | 10.24% | 74 | +6,566 | 5.05% | Q4 2025 | Feb 10, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 130,053 | 21,841 | 5.47% | 5.73% | 75 | -4,569 | -3.39% | Q4 2025 | Jan 06, 2026 |
| Petix & Botte Co | History | Reduced | 128,969 | 21,659 | 4.91% | 5.61% | 76 | -18,688 | -12.66% | Q4 2025 | Feb 05, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 127,067 | 21,339 | 0.25% | 0.19% | 77 | -4,796 | -3.64% | Q4 2025 | Feb 13, 2026 |
| NBT BANK N A /NY | History | Added to | 168 | 21,230 | 1.37% | 1.42% | 78 | +3 | 1.82% | Q4 2025 | Jan 23, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 119,831 | 20,124 | 4.32% | 4.45% | 79 | -2,738 | -2.23% | Q4 2025 | Feb 04, 2026 |
| Clearbridge Investments, LLC | History | Added to | 119,065 | 19,995 | 0.02% | 0.0% | 80 | +116,929 | 5474.2% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Reduced | 118,654 | 19,926 | 0.23% | 0.28% | 81 | -27,998 | -19.09% | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 118,097 | 19,833 | 0.12% | 0.09% | 82 | +42,449 | 56.11% | Q4 2025 | Feb 17, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 118,100 | 19,833 | 9.74% | 10.24% | 83 | -2,374 | -1.97% | Q4 2025 | Jan 16, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 117,210 | 19,684 | 6.97% | 7.21% | 84 | -4,544 | -3.73% | Q4 2025 | Jan 09, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 115,767 | 19,441 | 0.21% | 0.22% | 85 | -705 | -0.61% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 113,980 | 19,141 | 0.22% | 0.3% | 86 | +8,303 | 7.86% | Q4 2025 | Jan 29, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 113,470 | 19,056 | 2.12% | 2.11% | 87 | +5,292 | 4.89% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 111,860 | 18,785 | 0.03% | 0.02% | 88 | +8,505 | 8.23% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 110,421 | 18,544 | 1.09% | 1.21% | 89 | +1,913 | 1.76% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Added to | 109,232 | 18,344 | 0.23% | 0.23% | 90 | +1,387 | 1.29% | Q4 2025 | Feb 02, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 103,133 | 17,320 | 5.75% | 5.59% | 91 | +3,529 | 3.54% | Q4 2025 | Feb 12, 2026 |
| Roberts Financial Services LLC | History | Reduced | 102,575 | 17,226 | 5.41% | 5.54% | 92 | -1,662 | -1.59% | Q4 2025 | Jan 23, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 100,956 | 16,954 | 2.88% | 3.04% | 93 | -296 | -0.29% | Q4 2025 | Jan 12, 2026 |
| BlackRock, Inc. | History | Reduced | 99,512 | 16,712 | 0.0% | 0.0% | 94 | -1,062 | -1.06% | Q4 2025 | Feb 12, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 95,636 | 16,061 | 5.62% | 6.13% | 95 | -5,093 | -5.06% | Q4 2025 | Feb 10, 2026 |
| WIN ADVISORS, INC | History | Added to | 94,933 | 15,943 | 6.77% | 1.44% | 96 | +76,982 | 428.85% | Q4 2025 | Feb 04, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 92,617 | 15,554 | 11.48% | 11.52% | 97 | +1,270 | 1.39% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 88,167 | 14,806 | 0.03% | 0.03% | 98 | +7,890 | 9.83% | Q4 2025 | Feb 17, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 86,798 | 14,576 | 2.96% | 2.98% | 99 | +796 | 0.93% | Q4 2025 | Feb 03, 2026 |
| Financial Council, LLC | History | Reduced | 85,961 | 14,436 | 5.76% | 6.31% | 100 | -447 | -0.52% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 84,727 | 14,394 | 0.02% | 0.02% | 101 | -6,788 | -7.42% | Q4 2025 | Jan 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 85,452 | 14,350 | 0.35% | 0.37% | 102 | -4,155 | -4.64% | Q4 2025 | Feb 17, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 82,766 | 13,899 | 1.04% | 0.88% | 103 | -989 | -1.18% | Q4 2025 | Feb 17, 2026 |
| Brio Consultants, LLC | History | Added to | 81,460 | 13,680 | 1.78% | 1.82% | 104 | +1,277 | 1.59% | Q4 2025 | Feb 04, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 75,955 | 12,921 | 5.8% | 5.79% | 105 | -2,464 | -3.14% | Q4 2025 | Jan 14, 2026 |
| Cosner Financial Group, LLC | History | Reduced | 76,762 | 12,891 | 6.58% | 6.91% | 106 | -1,336 | -1.71% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Added to | 76,424 | 12,834 | 0.01% | 0.01% | 107 | +1,646 | 2.2% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 74,826 | 12,566 | 0.05% | 0.05% | 108 | +1,839 | 2.52% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 74,234 | 12,467 | 0.03% | 0.03% | 109 | +4,989 | 7.2% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 72,873 | 12,238 | 0.12% | 0.12% | 110 | -909 | -1.23% | Q4 2025 | Feb 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 72,558 | 12,185 | 3.19% | 3.45% | 111 | +2,383 | 3.4% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 72,309 | 12,143 | 0.14% | 0.15% | 112 | -4,775 | -6.19% | Q4 2025 | Jan 20, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 71,990 | 12,090 | 0.02% | 0.02% | 113 | -5,323 | -6.88% | Q4 2025 | Feb 13, 2026 |
| BOS Asset Management, LLC | History | Reduced | 71,532 | 12,013 | 3.22% | 3.33% | 114 | -330 | -0.46% | Q4 2025 | Jan 09, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 68,969 | 11,582 | 5.8% | 5.51% | 115 | +5,240 | 8.22% | Q4 2025 | Feb 04, 2026 |
| IFG Advisory, LLC | History | Added to | 68,617 | 11,523 | 0.5% | 0.48% | 116 | +3,998 | 6.19% | Q4 2025 | Feb 10, 2026 |
| Quent Capital, LLC | History | Reduced | 66,824 | 11,222 | 0.81% | 0.94% | 117 | -1,386 | -2.03% | Q4 2025 | Jan 29, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 66,650 | 11,193 | 1.09% | 1.1% | 118 | -60 | -0.09% | Q4 2025 | Jan 29, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | New | 66,532 | 11,173 | 0.05% | — | 119 | +66,532 | New | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 65,209 | 10,951 | 0.14% | 0.13% | 120 | +4,359 | 7.16% | Q4 2025 | Jan 29, 2026 |
| Savant Capital, LLC | History | Reduced | 64,785 | 10,880 | 0.06% | 0.07% | 121 | -5,209 | -7.44% | Q4 2025 | Feb 10, 2026 |
| Independence Financial Advisors, LLC | History | Reduced | 64,448 | 10,823 | 2.97% | 3.27% | 122 | -769 | -1.18% | Q4 2025 | Jan 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 63,480 | 10,660 | 0.04% | 0.04% | 123 | +5,051 | 8.64% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 62,450 | 10,487 | 0.01% | 0.01% | 124 | +1,204 | 1.97% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 61,876 | 10,318 | 0.05% | 0.06% | 125 | +7,496 | 13.78% | Q4 2025 | Feb 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 57,685 | 9,687 | 0.31% | 0.33% | 126 | +3,031 | 5.55% | Q4 2025 | Feb 17, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 57,114 | 9,591 | 2.74% | 1.97% | 127 | +7,694 | 15.57% | Q4 2025 | Feb 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 56,547 | 9,496 | 0.2% | 0.21% | 128 | -178 | -0.31% | Q4 2025 | Feb 05, 2026 |
| Gotham Asset Management, LLC | History | Added to | 55,910 | 9,389 | 0.03% | 0.01% | 129 | +40,328 | 258.81% | Q4 2025 | Feb 17, 2026 |
| Bawa N Mallick Trust | History | Added to | 50,200 | 8,430 | 3.13% | 3.12% | 130 | +36 | 0.07% | Q4 2025 | Mar 12, 2026 |
| South Shore Capital Advisors | History | New | 49,801 | 8,363 | 6.11% | — | 131 | +49,801 | New | Q4 2025 | Jan 21, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 49,554 | 8,322 | 0.15% | 0.17% | 132 | -901 | -1.79% | Q4 2025 | Jan 16, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 48,493 | 8,143 | 2.99% | 3.44% | 133 | -2,151 | -4.25% | Q4 2025 | Feb 11, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 48,380 | 8,124 | 3.46% | 3.7% | 134 | -3,804 | -7.29% | Q4 2025 | Jan 15, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 47,524 | 7,981 | 7.01% | 7.56% | 135 | -3,572 | -6.99% | Q4 2025 | Jan 14, 2026 |
| Phoenix Wealth Advisors | History | Added to | 46,987 | 7,890 | 3.03% | 2.95% | 136 | +388 | 0.83% | Q4 2025 | Jan 22, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Added to | 46,420 | 7,795 | 2.45% | 2.42% | 137 | +1,418 | 3.15% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 44,594 | 7,489 | 0.02% | 0.02% | 138 | +405 | 0.92% | Q4 2025 | Jan 26, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 44,121 | 7,409 | 0.44% | 0.46% | 139 | -1,403 | -3.08% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 43,624 | 7,326 | 0.03% | 0.03% | 140 | -2,418 | -5.25% | Q4 2025 | Feb 18, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 42,529 | 7,142 | 0.6% | 0.62% | 141 | -1,069 | -2.45% | Q4 2025 | Jan 12, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 42,296 | 7,103 | 2.22% | 2.21% | 142 | -418 | -0.98% | Q4 2025 | Jan 22, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 41,015 | 6,888 | 1.38% | 0.51% | 143 | +26,292 | 178.58% | Q4 2025 | Feb 11, 2026 |
| Wall Capital Group, Inc. | History | New | 40,887 | 6,866 | 6.54% | — | 144 | +40,887 | New | Q4 2025 | Feb 17, 2026 |
| Able Wealth Management LLC | History | Added to | 39,612 | 6,652 | 2.1% | 2.42% | 145 | +532 | 1.36% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Added to | 38,986 | 6,547 | 0.12% | 0.14% | 146 | +611 | 1.59% | Q4 2025 | Feb 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 38,076 | 6,394 | 0.11% | — | 147 | +38,076 | New | Q4 2025 | Feb 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 37,864 | 6,358 | 0.05% | 0.04% | 148 | -76 | -0.2% | Q4 2025 | Feb 17, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 37,685 | 6,328 | 4.31% | 4.99% | 149 | -4,144 | -9.91% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Reduced | 37,358 | 6,273 | 0.12% | 0.14% | 150 | -2,434 | -6.12% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 36,638 | 6,153 | 0.59% | 0.56% | 151 | +1,755 | 5.03% | Q4 2025 | Jan 28, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 36,173 | 6,074 | 0.46% | 0.48% | 152 | -319 | -0.87% | Q4 2025 | Jan 09, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 36,149 | 6,070 | 0.08% | 0.09% | 153 | -2,708 | -6.97% | Q4 2025 | Feb 09, 2026 |
| Vident Advisory, LLC | History | Reduced | 35,700 | 5,995 | 0.05% | 0.06% | 154 | -1,636 | -4.38% | Q4 2025 | Feb 18, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 35,511 | 5,963 | 0.12% | 0.14% | 155 | -5,416 | -13.23% | Q4 2025 | Jan 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 35,497 | 5,961 | 0.33% | 0.32% | 156 | +1,194 | 3.48% | Q4 2025 | Jan 13, 2026 |
| Lido Advisors, LLC | History | Added to | 36,003 | 5,931 | 0.02% | 0.02% | 157 | +1,643 | 4.78% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 34,641 | 5,817 | 0.0% | 0.0% | 158 | -2,033 | -5.54% | Q4 2025 | Feb 12, 2026 |
| Americana Partners, LLC | History | Added to | 34,482 | 5,790 | 0.16% | 0.11% | 159 | +11,605 | 50.73% | Q4 2025 | Feb 06, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 34,134 | 5,732 | 0.37% | 0.4% | 160 | -1,459 | -4.1% | Q4 2025 | Jan 20, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 34,060 | 5,720 | 0.0% | 0.0% | 161 | -2,441 | -6.69% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 33,933 | 5,698 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 33,802 | 5,676 | 0.03% | 0.03% | 163 | +1,457 | 4.5% | Q4 2025 | Jan 29, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 33,229 | 5,580 | 2.56% | 3.45% | 164 | -12,918 | -27.99% | Q4 2025 | Feb 09, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 32,033 | 5,379 | 1.69% | 1.57% | 165 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 31,634 | 5,195 | 1.46% | 1.5% | 166 | +1,818 | 6.1% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 30,619 | 5,142 | 0.04% | 0.03% | 167 | +11,562 | 60.67% | Q4 2025 | Feb 18, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 30,214 | 5,074 | 0.29% | 0.3% | 168 | -355 | -1.16% | Q4 2025 | Feb 10, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 29,858 | 5,014 | 0.01% | 0.01% | 169 | -105 | -0.35% | Q4 2025 | Feb 11, 2026 |
| M&T BANK CORP | History | Reduced | 29,834 | 5,010 | 0.02% | 0.02% | 170 | -1,796 | -5.68% | Q4 2025 | Jan 30, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 29,816 | 5,007 | 1.81% | 1.88% | 171 | -574 | -1.89% | Q4 2025 | Feb 05, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 29,807 | 5,005 | 1.73% | 1.72% | 172 | -568 | -1.87% | Q4 2025 | Feb 02, 2026 |
| Garde Capital, Inc. | History | Reduced | 29,750 | 4,996 | 0.3% | 0.27% | 173 | -4,159 | -12.27% | Q4 2025 | Feb 10, 2026 |
| WealthShield Partners, LLC | History | Reduced | 29,108 | 4,888 | 0.54% | 0.55% | 174 | -216 | -0.74% | Q4 2025 | Feb 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 29,034 | 4,876 | 0.09% | 0.1% | 175 | +211 | 0.73% | Q4 2025 | Feb 12, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 28,877 | 4,849 | 1.41% | 1.41% | 176 | +88 | 0.31% | Q4 2025 | Jan 20, 2026 |
| Arkadios Wealth Advisors | History | Added to | 28,782 | 4,833 | 0.09% | 0.01% | 177 | +26,749 | 1315.74% | Q4 2025 | Feb 13, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 28,161 | 4,729 | 1.86% | 1.92% | 178 | -888 | -3.06% | Q4 2025 | Feb 04, 2026 |
| ASPIRIANT, LLC | History | No change | 27,787 | 4,666 | 0.13% | 0.14% | 179 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 27,747 | 4,662 | 0.01% | 0.01% | 180 | -1,240 | -4.28% | Q4 2025 | Feb 05, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 27,756 | 4,661 | 1.35% | 1.35% | 181 | -221 | -0.79% | Q4 2025 | Jan 14, 2026 |
| Greenline Partners, LLC | History | No change | 27,574 | 4,630 | 0.53% | 0.55% | 182 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 26,717 | 4,486 | 0.03% | 0.0% | 183 | +23,278 | 676.88% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Reduced | 26,542 | 4,457 | 0.01% | 0.01% | 184 | -553 | -2.04% | Q4 2025 | Jan 30, 2026 |
| JMG Financial Group, Ltd. | History | No change | 26,307 | 4,417 | 0.12% | 0.12% | 185 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 25,669 | 4,310 | 1.76% | 3.91% | 186 | -33,845 | -56.87% | Q4 2025 | Jan 26, 2026 |
| Midwest Trust Co | History | Reduced | 25,565 | 4,293 | 0.05% | 0.05% | 187 | -24 | -0.09% | Q4 2025 | Feb 04, 2026 |
| Columbus Macro, LLC | History | Added to | 25,304 | 4,249 | 0.47% | 0.47% | 188 | +462 | 1.86% | Q4 2025 | Jan 15, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 25,036 | 4,204 | 1.17% | 1.24% | 189 | -1,108 | -4.24% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | Reduced | 24,744 | 4,155 | 0.03% | 0.03% | 190 | -133 | -0.53% | Q4 2025 | Jan 28, 2026 |
| Omega Financial Group, LLC | History | Added to | 24,650 | 4,139 | 1.36% | 1.34% | 191 | +114 | 0.46% | Q4 2025 | Jan 28, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 24,516 | 4,117 | 1.51% | 1.58% | 192 | -2,479 | -9.18% | Q4 2025 | Jan 21, 2026 |
| CENTRAL TRUST Co | History | Reduced | 24,302 | 4,081 | 0.08% | 0.08% | 193 | -140 | -0.57% | Q4 2025 | Feb 02, 2026 |
| BCS Wealth Management | History | New | 23,924 | 4,017 | 0.41% | — | 194 | +23,924 | New | Q4 2025 | Jan 26, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 23,783 | 3,994 | 0.42% | 0.44% | 195 | -431 | -1.78% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 23,373 | 3,925 | 0.03% | 0.02% | 196 | +4,078 | 21.14% | Q4 2025 | Feb 12, 2026 |
| Stokes Family Office, LLC | History | Reduced | 23,248 | 3,904 | 0.36% | 0.37% | 197 | -304 | -1.29% | Q4 2025 | Feb 18, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 22,566 | 3,789 | 3.19% | 3.16% | 198 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 22,360 | 3,755 | 1.41% | 1.45% | 199 | -350 | -1.54% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 22,158 | 3,721 | 0.01% | 0.01% | 200 | +1,199 | 5.72% | Q4 2025 | Feb 18, 2026 |
| BAILARD, INC. | History | Added to | 21,987 | 3,692 | 0.08% | 0.08% | 201 | +402 | 1.86% | Q4 2025 | Feb 04, 2026 |
| Western Wealth Management, LLC | History | Reduced | 21,541 | 3,617 | 0.17% | 0.22% | 202 | -3,434 | -13.75% | Q4 2025 | Feb 05, 2026 |
| EVOKE WEALTH, LLC | History | No change | 21,075 | 3,539 | 0.07% | 0.07% | 203 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Trek Financial, LLC | History | Added to | 21,027 | 3,531 | 0.2% | 0.14% | 204 | +6,897 | 48.81% | Q4 2025 | Feb 04, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 20,991 | 3,525 | 2.25% | 2.27% | 205 | -68 | -0.32% | Q4 2025 | Mar 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 20,901 | 3,510 | 0.01% | 0.01% | 206 | +3,466 | 19.88% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 20,095 | 3,374 | 0.01% | 0.01% | 207 | -366 | -1.79% | Q4 2025 | Feb 13, 2026 |
| Keenan, LLC | History | New | 20,085 | 3,372 | 2.96% | — | 208 | +20,085 | New | Q4 2025 | Mar 04, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 20,031 | 3,363 | 0.36% | 0.38% | 209 | -628 | -3.04% | Q4 2025 | Jan 28, 2026 |
| Bulwark Capital Corp | History | Reduced | 20,001 | 3,358 | 2.39% | 2.57% | 210 | -100 | -0.5% | Q4 2025 | Jan 12, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 19,816 | 3,327 | 0.91% | 0.9% | 211 | -252 | -1.26% | Q4 2025 | Feb 04, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 19,725 | 3,312 | 0.22% | 0.22% | 212 | +328 | 1.69% | Q4 2025 | Feb 20, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 19,457 | 3,267 | 0.25% | 0.21% | 213 | +1,311 | 7.22% | Q4 2025 | Jan 23, 2026 |
| Legacy Private Trust Co. | History | No change | 19,300 | 3,241 | 0.19% | 0.19% | 214 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Eagle Strategies LLC | History | Reduced | 19,281 | 3,238 | 0.41% | 0.45% | 215 | -949 | -4.69% | Q4 2025 | Jan 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 19,107 | 3,212 | 0.01% | 0.0% | 216 | +12,436 | 186.42% | Q4 2025 | Jan 15, 2026 |
| EP Wealth Advisors, LLC | History | New | 19,116 | 3,210 | 0.02% | — | 217 | +19,116 | New | Q4 2025 | Feb 18, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 19,023 | 3,194 | 0.28% | 0.28% | 218 | -60 | -0.31% | Q4 2025 | Jan 26, 2026 |
| NORTHERN TRUST CORP | History | Added to | 18,903 | 3,174 | 0.0% | 0.0% | 219 | +658 | 3.61% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 18,776 | 3,153 | 0.03% | 0.02% | 220 | +655 | 3.61% | Q4 2025 | Jan 05, 2026 |
| Caprock Group, LLC | History | Added to | 17,741 | 2,979 | 0.06% | 0.07% | 221 | +297 | 1.7% | Q4 2025 | Jan 28, 2026 |
| MLP3, LLC | History | New | 17,388 | 2,920 | 3.19% | — | 222 | +17,388 | New | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 17,362 | 2,915 | 0.02% | 0.02% | 223 | -1,454 | -7.73% | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 17,281 | 2,902 | 0.02% | 0.01% | 224 | +2,357 | 15.79% | Q4 2025 | Feb 12, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 17,204 | 2,889 | 0.35% | 0.35% | 225 | +424 | 2.53% | Q4 2025 | Jan 15, 2026 |
| MATAURO, LLC | History | Reduced | 17,150 | 2,880 | 0.43% | 0.46% | 226 | -499 | -2.83% | Q4 2025 | Jan 16, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 17,102 | 2,872 | 0.74% | 0.74% | 227 | -31 | -0.18% | Q4 2025 | Jan 27, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 17,006 | 2,856 | 1.8% | — | 228 | +17,006 | New | Q4 2025 | Feb 09, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 16,961 | 2,848 | 0.31% | 0.32% | 229 | +2 | 0.01% | Q4 2025 | Feb 18, 2026 |
| Prospera Financial Services Inc | History | Reduced | 16,917 | 2,844 | 0.05% | 0.05% | 230 | -816 | -4.6% | Q4 2025 | Feb 09, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 16,595 | 2,786 | 0.48% | 0.52% | 231 | -251 | -1.49% | Q4 2025 | Jan 07, 2026 |
| Summit Financial, LLC | History | Added to | 16,241 | 2,727 | 0.04% | 0.03% | 232 | +2,637 | 19.38% | Q4 2025 | Feb 13, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 16,137 | 2,710 | 0.3% | 0.32% | 233 | +120 | 0.75% | Q4 2025 | Feb 12, 2026 |
| PFG Advisors | History | Reduced | 15,744 | 2,644 | 0.13% | 0.11% | 234 | -945 | -5.66% | Q4 2025 | Jan 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 15,679 | 2,633 | 0.09% | 0.09% | 235 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Added to | 15,611 | 2,621 | 0.07% | 0.07% | 236 | +1,036 | 7.11% | Q4 2025 | Jan 30, 2026 |
| Watchman Group, Inc. | History | Reduced | 15,379 | 2,582 | 0.62% | 0.65% | 237 | -896 | -5.51% | Q4 2025 | Feb 06, 2026 |
| NewEdge Wealth, LLC | History | Added to | 15,203 | 2,553 | 0.03% | 0.02% | 238 | +5,267 | 53.01% | Q4 2025 | Feb 03, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 15,173 | 2,548 | 0.73% | 0.82% | 239 | -417 | -2.67% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,028 | 2,523 | 0.03% | 0.03% | 240 | +3,072 | 25.69% | Q4 2025 | Jan 23, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 14,994 | 2,518 | 1.27% | 1.45% | 241 | -1,918 | -11.34% | Q4 2025 | Jan 21, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | No change | 14,656 | 2,461 | 1.68% | 1.67% | 242 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Integrated Advisors Network LLC | History | Added to | 14,581 | 2,448 | 0.11% | 0.06% | 243 | +5,962 | 69.17% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 14,345 | 2,409 | 0.03% | 0.04% | 244 | -428 | -2.9% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 14,312 | 2,403 | 0.05% | 0.01% | 245 | +12,696 | 785.64% | Q4 2025 | Feb 09, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Added to | 14,187 | 2,382 | 0.14% | 0.05% | 246 | +9,547 | 205.75% | Q4 2025 | Jan 23, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 13,830 | 2,322 | 0.26% | 0.29% | 247 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| J.Safra Asset Management Corp | History | New | 12,960 | 2,176 | 0.11% | — | 248 | +12,960 | New | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 12,829 | 2,154 | 0.15% | 0.32% | 249 | -11,382 | -47.01% | Q4 2025 | Jan 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 12,533 | 2,104 | 0.01% | 0.01% | 250 | -220 | -1.73% | Q4 2025 | Feb 11, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 12,478 | 2,095 | 0.29% | 0.26% | 251 | +2,242 | 21.9% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 12,416 | 2,085 | 0.0% | 0.0% | 252 | +6,855 | 123.27% | Q4 2025 | Feb 17, 2026 |
| Clarius Group, LLC | History | No change | 12,300 | 2,065 | 0.12% | 0.12% | 253 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 12,278 | 2,061 | 0.15% | 0.15% | 254 | -74 | -0.6% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 12,235 | 2,054 | 0.1% | 0.09% | 255 | +126 | 1.04% | Q4 2025 | Jan 21, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,183 | 2,045 | 0.03% | 0.03% | 256 | -2 | -0.02% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | No change | 12,174 | 2,044 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | Added to | 12,006 | 2,016 | 0.0% | 0.0% | 258 | +4,020 | 50.34% | Q4 2025 | Feb 11, 2026 |
| M Holdings Securities, Inc. | History | New | 11,634 | 1,954 | 0.14% | — | 259 | +11,634 | New | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 11,518 | 1,934 | 0.01% | 0.01% | 260 | -154 | -1.32% | Q4 2025 | Feb 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 11,282 | 1,894 | 0.01% | 0.01% | 261 | +663 | 6.24% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 11,220 | 1,884 | 0.03% | 0.02% | 262 | +663 | 6.28% | Q4 2025 | Feb 02, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 11,048 | 1,855 | 0.09% | 0.05% | 263 | +6,453 | 140.44% | Q4 2025 | Jan 28, 2026 |
| Banque Cantonale Vaudoise | History | New | 11,000 | 1,853 | 0.07% | — | 264 | +11,000 | New | Q4 2025 | Feb 06, 2026 |
| GLENMEDE TRUST CO NA | History | New | 11,014 | 1,849 | 0.01% | — | 265 | +11,014 | New | Q4 2025 | Feb 17, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 10,740 | 1,803 | 0.38% | 0.47% | 266 | -51 | -0.47% | Q4 2025 | Feb 02, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 10,645 | 1,787 | 0.87% | 0.86% | 267 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 10,446 | 1,754 | 0.05% | 0.05% | 268 | -929 | -8.17% | Q4 2025 | Feb 13, 2026 |
| GSG Advisors LLC | History | Reduced | 10,433 | 1,752 | 0.45% | 0.46% | 269 | -67 | -0.64% | Q4 2025 | Jan 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 10,383 | 1,743 | 0.04% | 0.01% | 270 | +8,669 | 505.78% | Q4 2025 | Feb 03, 2026 |
| Darden Wealth Group Inc | History | Reduced | 10,374 | 1,742 | 0.85% | 0.91% | 271 | -264 | -2.48% | Q4 2025 | Feb 09, 2026 |
| CIM, LLC | History | Added to | 10,316 | 1,732 | 0.23% | 0.22% | 272 | +31 | 0.3% | Q4 2025 | Feb 18, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 10,191 | 1,711 | 0.6% | 0.58% | 273 | +353 | 3.59% | Q4 2025 | Feb 09, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 10,141 | 1,703 | 0.69% | 0.69% | 274 | +8 | 0.08% | Q4 2025 | Jan 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 10,003 | 1,679 | 0.09% | 0.11% | 275 | -1,203 | -10.74% | Q4 2025 | Jan 26, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 9,755 | 1,638 | 0.11% | 0.11% | 276 | +414 | 4.43% | Q4 2025 | Jan 16, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 9,735 | 1,634 | 1.04% | 1.07% | 277 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Vise Technologies, Inc. | History | Added to | 9,656 | 1,621 | 0.03% | 0.01% | 278 | +7,861 | 437.94% | Q4 2025 | Feb 11, 2026 |
| Trilogy Capital Inc. | History | Reduced | 9,626 | 1,616 | 0.07% | 0.07% | 279 | -4 | -0.04% | Q4 2025 | Jan 22, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 9,610 | 1,613 | 0.09% | 0.09% | 280 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 9,569 | 1,607 | 0.29% | 0.32% | 281 | -607 | -5.97% | Q4 2025 | Jan 13, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 9,542 | 1,602 | 1.09% | 1.13% | 282 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 9,500 | 1,595 | 0.12% | 0.1% | 283 | +999 | 11.75% | Q4 2025 | Feb 06, 2026 |
| COMMERCE BANK | History | No change | 9,471 | 1,590 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 9,368 | 1,573 | 0.05% | — | 285 | +9,368 | New | Q4 2025 | Feb 13, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 9,337 | 1,555 | 0.46% | 0.5% | 286 | +15 | 0.16% | Q4 2025 | Feb 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 9,185 | 1,546 | 0.21% | 0.18% | 287 | +121 | 1.33% | Q4 2025 | Feb 11, 2026 |
| Worthington Financial Partners, LLC | History | New | 9,147 | 1,536 | 1.36% | — | 288 | +9,147 | New | Q4 2025 | Mar 05, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 9,108 | 1,529 | 0.44% | 0.46% | 289 | -379 | -3.99% | Q4 2025 | Feb 12, 2026 |
| High Point Wealth Management, LLC | History | New | 9,062 | 1,521 | 1.43% | — | 290 | +9,062 | New | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 9,027 | 1,516 | 0.03% | 0.03% | 291 | +79 | 0.88% | Q4 2025 | Feb 11, 2026 |
| Keystone Financial Group | History | Reduced | 8,975 | 1,507 | 0.11% | 0.12% | 292 | -963 | -9.69% | Q4 2025 | Feb 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 8,933 | 1,500 | 0.01% | 0.01% | 293 | +177 | 2.02% | Q4 2025 | Feb 17, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 8,840 | 1,485 | 1.16% | 1.21% | 294 | -8 | -0.09% | Q4 2025 | Feb 20, 2026 |
| CITIGROUP INC | History | Added to | 8,812 | 1,479 | 0.0% | 0.0% | 295 | +1,257 | 16.64% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 8,761 | 1,471 | 0.07% | 0.09% | 296 | +2,923 | 50.07% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | New | 8,695 | 1,460 | 0.0% | — | 297 | +8,695 | New | Q4 2025 | Feb 11, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 8,605 | 1,445 | 0.48% | 0.49% | 298 | +13 | 0.15% | Q4 2025 | Jan 22, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 8,453 | 1,419 | 0.05% | 0.16% | 299 | -6,148 | -42.11% | Q4 2025 | Feb 04, 2026 |
| Investors Research Corp | History | Reduced | 8,447 | 1,418 | 0.26% | 0.26% | 300 | -84 | -0.98% | Q4 2025 | Jan 06, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 8,438 | 1,416 | 1.42% | 1.21% | 301 | +1,614 | 23.65% | Q4 2025 | Jan 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 8,421 | 1,414 | 0.01% | 0.01% | 302 | +1,815 | 27.48% | Q4 2025 | Feb 13, 2026 |
| Wealth Management Partners, LLC | History | No change | 8,301 | 1,394 | 0.4% | 0.43% | 303 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 8,273 | 1,389 | 0.4% | 0.43% | 304 | -334 | -3.88% | Q4 2025 | Jan 27, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 8,213 | 1,379 | 0.11% | 0.13% | 305 | -1,553 | -15.9% | Q4 2025 | Feb 17, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 8,172 | 1,372 | 0.71% | 0.73% | 306 | -150 | -1.8% | Q4 2025 | Jan 28, 2026 |
| Moment Partners, LLC | History | Added to | 8,130 | 1,365 | 0.28% | 0.23% | 307 | +92 | 1.14% | Q4 2025 | Feb 10, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 8,107 | 1,361 | 0.06% | 0.07% | 308 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Innovative Wealth Building LLC | History | Added to | 8,066 | 1,354 | 0.99% | 1.01% | 309 | +157 | 1.99% | Q4 2025 | Feb 17, 2026 |
| Richmond Investment Services, LLC | History | Added to | 8,014 | 1,345 | 0.23% | 0.2% | 310 | +1,614 | 25.22% | Q4 2025 | Feb 12, 2026 |
| St. Clair Advisors, LLC | History | Added to | 7,998 | 1,343 | 0.35% | 0.31% | 311 | +951 | 13.5% | Q4 2025 | Jan 20, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 7,938 | 1,333 | 0.25% | 0.24% | 312 | +1 | 0.01% | Q4 2025 | Jan 27, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 7,911 | 1,328 | 0.11% | 0.11% | 313 | -161 | -1.99% | Q4 2025 | Feb 04, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 8,001 | 1,327 | 0.19% | 0.22% | 314 | +3 | 0.04% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 7,806 | 1,318 | 0.03% | 0.04% | 315 | -104 | -1.31% | Q4 2025 | Jan 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 7,806 | 1,310 | 0.06% | 0.06% | 316 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 7,800 | 1,309 | 0.0% | 0.01% | 317 | -17,500 | -69.17% | Q4 2025 | Feb 12, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 7,737 | 1,299 | 0.08% | 0.09% | 318 | -233 | -2.92% | Q4 2025 | Jan 28, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 7,716 | 1,295 | 0.02% | 0.02% | 319 | +38 | 0.49% | Q4 2025 | Feb 03, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 7,648 | 1,284 | 0.05% | 0.06% | 320 | -1,128 | -12.85% | Q4 2025 | Feb 17, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 7,629 | 1,281 | 0.27% | 0.31% | 321 | +517 | 7.27% | Q4 2025 | Feb 13, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 7,617 | 1,279 | 0.56% | 0.57% | 322 | -255 | -3.24% | Q4 2025 | Jan 14, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 7,468 | 1,254 | 0.44% | 0.5% | 323 | -167 | -2.19% | Q4 2025 | Jan 15, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 7,376 | 1,238 | 0.05% | 0.05% | 324 | -843 | -10.26% | Q4 2025 | Feb 12, 2026 |
| One Day In July LLC | History | No change | 7,334 | 1,231 | 0.1% | 0.1% | 325 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 7,222 | 1,212 | 0.02% | 0.02% | 326 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 7,029 | 1,193 | 0.12% | 0.13% | 327 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TL Private Wealth | History | Reduced | 6,988 | 1,188 | 0.46% | 0.46% | 328 | -26 | -0.37% | Q4 2025 | Jan 12, 2026 |
| Inscription Capital, LLC | History | No change | 7,031 | 1,180 | 0.12% | 0.12% | 329 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 7,020 | 1,178 | 0.24% | 0.26% | 330 | -621 | -8.13% | Q4 2025 | Feb 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 6,991 | 1,174 | 0.07% | 0.08% | 332 | +286 | 4.27% | Q4 2025 | Feb 11, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 6,994 | 1,174 | 0.26% | 0.26% | 331 | +1 | 0.01% | Q4 2025 | Feb 11, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 6,978 | 1,172 | 0.04% | 0.04% | 333 | -257 | -3.55% | Q4 2025 | Feb 13, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 6,962 | 1,169 | 0.67% | 0.77% | 334 | -345 | -4.72% | Q4 2025 | Feb 09, 2026 |
| Graney & King, LLC | History | Reduced | 6,954 | 1,167 | 0.68% | 0.79% | 335 | -22 | -0.32% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 6,809 | 1,143 | 0.02% | 0.03% | 336 | -2,383 | -25.92% | Q4 2025 | Feb 19, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 6,700 | 1,125 | 0.18% | 0.19% | 337 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Weil Company, Inc. | History | No change | 6,636 | 1,114 | 0.26% | 0.26% | 338 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 6,584 | 1,105 | 0.01% | 0.01% | 339 | +2,486 | 60.66% | Q4 2025 | Feb 10, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 6,487 | 1,103 | 0.25% | 0.28% | 340 | -459 | -6.61% | Q4 2025 | Jan 23, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 6,506 | 1,092 | 0.59% | 0.56% | 342 | +479 | 7.95% | Q4 2025 | Jan 23, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 6,507 | 1,092 | 0.06% | 0.09% | 341 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PFG Investments, LLC | History | Reduced | 6,439 | 1,081 | 0.05% | 0.06% | 343 | -134 | -2.04% | Q4 2025 | Jan 26, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 6,417 | 1,077 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Reduced | 6,397 | 1,074 | 0.01% | 0.01% | 345 | -112 | -1.72% | Q4 2025 | Feb 13, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 6,322 | 1,061 | 0.28% | 0.3% | 346 | +10 | 0.16% | Q4 2025 | Feb 13, 2026 |
| TCTC Holdings, LLC | History | No change | 6,314 | 1,060 | 0.03% | 0.03% | 347 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SouthState Bank Corp | History | Added to | 6,253 | 1,050 | 0.05% | 0.01% | 348 | +5,491 | 720.6% | Q4 2025 | Feb 11, 2026 |
| Denver PWM, LLC | History | No change | 6,934 | 1,042 | 0.35% | 0.32% | 349 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 6,181 | 1,037 | 0.57% | 0.62% | 351 | -284 | -4.39% | Q4 2025 | Jan 30, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 6,178 | 1,037 | 0.13% | 0.13% | 350 | +30 | 0.49% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 6,168 | 1,035 | 0.02% | 0.02% | 352 | +631 | 11.4% | Q4 2025 | Feb 02, 2026 |
| XML Financial, LLC | History | Reduced | 6,105 | 1,025 | 0.08% | 0.09% | 353 | -383 | -5.9% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Partners, LLC | History | Added to | 6,028 | 1,012 | 0.07% | 0.02% | 354 | +4,440 | 279.6% | Q4 2025 | Jan 27, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 6,017 | 1,010 | 0.16% | 0.16% | 355 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 5,946 | 999 | 0.8% | 0.78% | 356 | -360 | -5.71% | Q4 2025 | Jan 08, 2026 |
| Visionary Wealth Advisors | History | Added to | 5,922 | 994 | 0.04% | 0.04% | 357 | +123 | 2.12% | Q4 2025 | Feb 13, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 5,823 | 985 | 0.01% | 0.01% | 358 | +92 | 1.61% | Q4 2025 | Feb 05, 2026 |
| Tannin Capital LLC | History | New | 5,813 | 976 | 0.87% | — | 359 | +5,813 | New | Q4 2025 | Feb 17, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 5,795 | 973 | 0.25% | 0.25% | 361 | -90 | -1.53% | Q4 2025 | Feb 06, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 5,798 | 973 | 0.04% | 0.04% | 360 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 5,772 | 969 | 0.1% | 0.11% | 362 | -296 | -4.88% | Q4 2025 | Jan 20, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 5,745 | 964 | 0.11% | 0.11% | 363 | +5 | 0.09% | Q4 2025 | Jan 02, 2026 |
| Asset Management Group, Inc. | History | Added to | 5,718 | 960 | 0.16% | 0.15% | 364 | +9 | 0.16% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 5,683 | 954 | 0.06% | 0.08% | 365 | -1,548 | -21.41% | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 5,651 | 949 | 0.02% | 0.02% | 366 | -100 | -1.74% | Q4 2025 | Jan 28, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 5,622 | 944 | 0.08% | 0.08% | 367 | -32 | -0.57% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Added to | 5,557 | 933 | 0.0% | 0.0% | 368 | +5 | 0.09% | Q4 2025 | Feb 12, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 5,543 | 930 | 0.27% | — | 369 | +5,543 | New | Q4 2025 | Mar 19, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | Added to | 5,509 | 925 | 0.18% | 0.18% | 370 | +200 | 3.77% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,461 | 924 | 0.04% | 0.04% | 371 | +1,939 | 55.05% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Management | History | New | 5,453 | 915 | 1.03% | — | 372 | +5,453 | New | Q4 2025 | Mar 03, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 5,443 | 914 | 0.0% | 0.0% | 373 | +1,110 | 25.62% | Q4 2025 | Feb 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 5,412 | 908 | 0.13% | 0.12% | 374 | +647 | 13.58% | Q4 2025 | Feb 10, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,411 | 908 | 0.03% | 0.03% | 375 | +259 | 5.03% | Q4 2025 | Feb 04, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 5,394 | 905 | 0.58% | 0.61% | 376 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 5,379 | 903 | 0.1% | 0.11% | 377 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 5,354 | 899 | 0.05% | 0.05% | 378 | -289 | -5.12% | Q4 2025 | Mar 04, 2026 |
| NWAM LLC | History | Reduced | 5,299 | 899 | 0.05% | 0.05% | 379 | -83 | -1.54% | Q4 2025 | Feb 04, 2026 |
| Colonial Trust Co / SC | History | No change | 5,346 | 897 | 0.12% | 0.12% | 380 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 5,331 | 895 | 0.1% | 0.11% | 381 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GDS Wealth Management | History | Added to | 5,272 | 885 | 0.06% | 0.05% | 382 | +622 | 13.38% | Q4 2025 | Feb 02, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 5,176 | 881 | 0.09% | 0.09% | 384 | -182 | -3.4% | Q4 2025 | Jan 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 5,248 | 881 | 0.1% | 0.11% | 383 | -47 | -0.89% | Q4 2025 | Jan 26, 2026 |
| Wealth Quarterback LLC | History | Added to | 5,202 | 873 | 0.31% | 0.33% | 385 | +2 | 0.04% | Q4 2025 | Jan 15, 2026 |
| Apollon Financial, LLC | History | Added to | 5,107 | 857 | 0.12% | 0.11% | 386 | +948 | 22.79% | Q4 2025 | Jan 22, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Reduced | 5,078 | 852 | 0.15% | 0.16% | 387 | -651 | -11.36% | Q4 2025 | Feb 10, 2026 |
| Empower Advisory Group, LLC | History | Added to | 5,038 | 846 | 0.0% | 0.0% | 388 | +557 | 12.43% | Q4 2025 | Feb 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 5,012 | 841 | 0.05% | 0.05% | 389 | +25 | 0.5% | Q4 2025 | Jan 30, 2026 |
| FC Advisory LLC | History | Reduced | 4,990 | 838 | 0.24% | 0.27% | 390 | -530 | -9.6% | Q4 2025 | Jan 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 4,992 | 838 | 0.02% | 0.02% | 391 | -38 | -0.76% | Q4 2025 | Feb 17, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 4,985 | 837 | 0.24% | 0.27% | 392 | -909 | -15.42% | Q4 2025 | Feb 06, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 5,034 | 835 | 0.37% | 0.4% | 393 | +8 | 0.16% | Q4 2025 | Feb 09, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 4,949 | 831 | 0.38% | 0.39% | 394 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 4,935 | 828 | 0.0% | — | 395 | +4,935 | New | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,862 | 816 | 0.02% | 0.02% | 396 | -14 | -0.29% | Q4 2025 | Feb 04, 2026 |
| WHITTIER TRUST CO | History | No change | 4,802 | 815 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 4,810 | 807 | 0.29% | 0.28% | 399 | +314 | 6.98% | Q4 2025 | Feb 04, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 4,808 | 807 | 0.06% | 0.06% | 398 | -19 | -0.39% | Q4 2025 | Feb 10, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 4,793 | 804 | 0.24% | 0.26% | 400 | -211 | -4.22% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 5,093 | 802 | 0.02% | 0.03% | 401 | -3,240 | -38.88% | Q4 2025 | Feb 11, 2026 |
| Financial Partners Group, Inc | History | Added to | 4,725 | 799 | 0.09% | 0.09% | 402 | +529 | 12.61% | Q4 2025 | Feb 03, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 4,756 | 798 | 0.11% | 0.11% | 403 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 4,734 | 795 | 0.1% | 0.1% | 404 | +199 | 4.39% | Q4 2025 | Jan 15, 2026 |
| Allen Capital Group, LLC | History | Reduced | 4,723 | 793 | 0.07% | 0.09% | 405 | -804 | -14.55% | Q4 2025 | Feb 09, 2026 |
| StoneX Group Inc. | History | Added to | 4,705 | 791 | 0.03% | 0.03% | 406 | +862 | 22.43% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | Added to | 4,678 | 791 | 0.01% | 0.01% | 407 | +77 | 1.67% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,700 | 789 | 0.0% | 0.0% | 408 | -19,696 | -80.73% | Q4 2025 | Feb 17, 2026 |
| Inspire Advisors, LLC | History | Added to | 4,674 | 784 | 0.07% | 0.06% | 409 | +880 | 23.19% | Q4 2025 | Feb 13, 2026 |
| ORG Wealth Partners, LLC | History | Reduced | 4,670 | 784 | 0.18% | 0.17% | 410 | -212 | -4.34% | Q4 2025 | Jan 14, 2026 |
| BENNETT SELBY INVESTMENTS LP | History | No change | 4,650 | 780 | 0.25% | 0.25% | 411 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MidFirst Bank | History | New | 4,636 | 778 | 0.06% | — | 412 | +4,636 | New | Q4 2025 | Feb 25, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 4,630 | 777 | 0.07% | 0.08% | 413 | -64 | -1.36% | Q4 2025 | Jan 23, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 4,616 | 775 | 0.14% | 0.14% | 414 | +83 | 1.83% | Q4 2025 | Jan 14, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 4,588 | 770 | 0.24% | 0.24% | 415 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RPG Investment Advisory, LLC | History | Added to | 4,566 | 766 | 0.09% | 0.09% | 416 | +28 | 0.62% | Q4 2025 | Jan 20, 2026 |
| Avior Wealth Management, LLC | History | Added to | 4,534 | 761 | 0.02% | 0.02% | 417 | +6 | 0.13% | Q4 2025 | Jan 06, 2026 |
| Weaver Consulting Group | History | No change | 4,462 | 749 | 0.18% | 0.19% | 418 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GWN SECURITIES INC. | History | Reduced | 4,432 | 744 | 0.15% | 0.18% | 419 | -342 | -7.16% | Q4 2025 | Feb 11, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 4,422 | 742 | 0.33% | — | 420 | +4,422 | New | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 4,388 | 736 | 0.04% | 0.03% | 421 | +1 | 0.02% | Q4 2025 | Jan 20, 2026 |
| Worth Financial Advisory Group, LLC | History | No change | 4,365 | 733 | 0.36% | 0.4% | 422 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BESSEMER GROUP INC | History | Added to | 4,360 | 732 | 0.0% | 0.0% | 423 | +3,060 | 235.38% | Q4 2025 | Feb 05, 2026 |
| Kaizen Financial Strategies | History | Added to | 4,339 | 728 | 0.32% | 0.32% | 424 | +7 | 0.16% | Q4 2025 | Jan 21, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 4,317 | 724 | 0.31% | 0.3% | 425 | +117 | 2.79% | Q4 2025 | Jan 28, 2026 |
| Annex Advisory Services, LLC | History | No change | 4,275 | 717 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Reduced | 4,255 | 714 | 0.41% | 0.41% | 427 | -60 | -1.39% | Q4 2025 | Feb 12, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 4,228 | 710 | 0.06% | 0.06% | 428 | +251 | 6.31% | Q4 2025 | Feb 06, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 4,181 | 702 | 0.16% | 0.17% | 429 | -200 | -4.57% | Q4 2025 | Jan 06, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 4,178 | 701 | 0.04% | 0.05% | 430 | -327 | -7.26% | Q4 2025 | Feb 18, 2026 |
| Calamos Wealth Management LLC | History | No change | 4,171 | 700 | 0.02% | 0.02% | 431 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Elm Partners Management LLC | History | Reduced | 4,148 | 696 | 0.03% | 0.03% | 432 | -27 | -0.65% | Q4 2025 | Feb 10, 2026 |
| Wealthquest Corp | History | New | 4,134 | 694 | 0.05% | — | 433 | +4,134 | New | Q4 2025 | Feb 09, 2026 |
| LIBRA WEALTH LLC | History | No change | 4,133 | 694 | 0.19% | 0.2% | 434 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 4,128 | 693 | 0.01% | 0.01% | 435 | -40 | -0.96% | Q4 2025 | Feb 17, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 4,098 | 688 | 0.47% | 0.63% | 436 | -609 | -12.94% | Q4 2025 | Feb 11, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 4,091 | 687 | 0.18% | 0.17% | 437 | +2 | 0.05% | Q4 2025 | Feb 10, 2026 |
| VANGUARD GROUP INC | History | Added to | 4,082 | 685 | 0.0% | 0.0% | 438 | +360 | 9.67% | Q4 2025 | Jan 29, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,030 | 676 | 0.01% | 0.01% | 439 | -123 | -2.96% | Q4 2025 | Feb 13, 2026 |
| Thayer Financial, L.L.C. | History | New | 4,001 | 671 | 0.71% | — | 442 | +4,001 | New | Q4 2025 | Jan 12, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 4,000 | 671 | 0.11% | 0.11% | 440 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 4,000 | 671 | 0.09% | 0.09% | 441 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Added to | 3,982 | 668 | 0.01% | 0.01% | 443 | +128 | 3.32% | Q4 2025 | Feb 17, 2026 |
| AlTi Global, Inc. | History | No change | 3,971 | 666 | 0.01% | 0.02% | 444 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Heritage Financial Services, LLC | History | No change | 3,953 | 663 | 0.06% | 0.06% | 445 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 3,945 | 662 | 0.01% | 0.0% | 446 | -620 | -13.58% | Q4 2025 | Feb 13, 2026 |
| Melone Private Wealth, LLC | History | Added to | 3,928 | 659 | 0.28% | 0.29% | 447 | +95 | 2.48% | Q4 2025 | Jan 07, 2026 |
| Pathstone Holdings, LLC | History | New | 3,893 | 653 | 0.0% | — | 448 | +3,893 | New | Q4 2025 | Feb 13, 2026 |
| PMG Wealth Management, Inc. | History | No change | 3,885 | 652 | 0.48% | 0.48% | 449 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 3,854 | 647 | 0.04% | 0.03% | 450 | +932 | 31.9% | Q4 2025 | Apr 02, 2026 |
| ORG Partners LLC | History | Reduced | 3,850 | 646 | 0.11% | 0.12% | 451 | -106 | -2.68% | Q4 2025 | Jan 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 3,805 | 639 | 0.0% | 4.96% | 452 | -2,692 | -41.43% | Q4 2025 | Feb 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 3,759 | 631 | 0.15% | — | 453 | +3,759 | New | Q4 2025 | Feb 02, 2026 |
| Fielder Capital Group LLC | History | No change | 3,746 | 629 | 0.13% | 0.14% | 454 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,735 | 627 | 0.0% | 0.0% | 455 | +326 | 9.56% | Q4 2025 | Feb 09, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 3,720 | 624 | 0.08% | 0.09% | 456 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | New | 3,689 | 619 | 0.02% | — | 457 | +3,689 | New | Q4 2025 | Jan 20, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 3,678 | 617 | 0.04% | 0.04% | 458 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 3,660 | 614 | 0.01% | 0.01% | 459 | +1,388 | 61.09% | Q4 2025 | Jan 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 3,645 | 612 | 0.01% | 0.01% | 460 | +33 | 0.91% | Q4 2025 | Jan 29, 2026 |
| Intrua Financial, LLC | History | Added to | 3,587 | 602 | 0.06% | 0.06% | 461 | +150 | 4.36% | Q4 2025 | Feb 05, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 3,539 | 594 | 0.44% | 0.45% | 462 | +1 | 0.03% | Q4 2025 | Feb 05, 2026 |
| Van Diest Capital, LLC | History | New | 3,537 | 593 | 0.89% | — | 463 | +3,537 | New | Q4 2025 | Feb 19, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 3,524 | 591 | 0.0% | 0.0% | 464 | -1,530 | -30.27% | Q4 2025 | Feb 12, 2026 |
| Clark Asset Management, LLC | History | New | 3,515 | 590 | 0.06% | — | 465 | +3,515 | New | Q4 2025 | Jan 27, 2026 |
| Hershey Financial Advisers, LLC | History | New | 3,454 | 580 | 0.49% | — | 466 | +3,454 | New | Q4 2025 | Feb 18, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 3,438 | 577 | 0.05% | — | 468 | +3,438 | New | Q4 2025 | Feb 12, 2026 |
| First City Capital Management, Inc. | History | Added to | 3,440 | 577 | 0.3% | 0.3% | 467 | +1 | 0.03% | Q4 2025 | Jan 14, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 3,396 | 570 | 0.08% | 0.08% | 469 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| DGS Capital Management, LLC | History | Reduced | 3,391 | 569 | 0.1% | 0.1% | 470 | -1 | -0.03% | Q4 2025 | Feb 24, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,387 | 568 | 0.02% | 0.02% | 471 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NORDEN GROUP LLC | History | No change | 3,360 | 564 | 0.06% | 0.06% | 472 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 3,322 | 557 | 0.19% | 0.2% | 473 | -6 | -0.18% | Q4 2025 | Feb 10, 2026 |
| Monument Capital Management | History | No change | 3,311 | 556 | 0.14% | 0.14% | 474 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 3,293 | 553 | 0.0% | 0.0% | 475 | -126 | -3.69% | Q4 2025 | Jan 12, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 3,277 | 550 | 0.02% | 0.02% | 476 | -249 | -7.06% | Q4 2025 | Feb 10, 2026 |
| Fisher Asset Management, LLC | History | Added to | 3,252 | 546 | 0.0% | 0.0% | 477 | +1,319 | 68.24% | Q4 2025 | Feb 09, 2026 |
| ALTFEST L J & CO INC | History | No change | 3,243 | 544 | 0.06% | 0.06% | 478 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 3,232 | 542 | 0.01% | 0.01% | 479 | +323 | 11.1% | Q4 2025 | Feb 10, 2026 |
| Paulson Wealth Management Inc. | History | No change | 3,221 | 540 | 0.12% | 0.13% | 480 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 3,200 | 537 | 0.03% | 0.03% | 481 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Magnus Financial Group LLC | History | No change | 3,198 | 537 | 0.04% | 0.04% | 482 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Neuberger Berman Group LLC | History | Added to | 3,195 | 536 | 0.0% | 0.0% | 483 | +61 | 1.95% | Q4 2025 | Feb 13, 2026 |
| Centennial Advisors, LLC | History | New | 3,190 | 535 | 0.7% | — | 484 | +3,190 | New | Q4 2025 | Jan 22, 2026 |
| ASSETMARK, INC | History | Added to | 3,174 | 533 | 0.0% | 0.0% | 485 | +1,969 | 163.4% | Q4 2025 | Jan 23, 2026 |
| POTENTIA WEALTH | History | No change | 3,137 | 526 | 0.19% | 0.2% | 486 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 3,131 | 525 | 0.11% | 0.18% | 487 | -94 | -2.91% | Q4 2025 | Feb 12, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 3,123 | 524 | 0.02% | 0.02% | 488 | +1 | 0.03% | Q4 2025 | Feb 12, 2026 |
| United Advisor Group, LLC | History | Added to | 3,113 | 522 | 0.07% | 0.07% | 489 | +44 | 1.43% | Q4 2025 | Jan 26, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 3,107 | 521 | 0.01% | 0.01% | 490 | -392 | -11.2% | Q4 2025 | Feb 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 3,098 | 520 | 0.02% | 0.02% | 491 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NOVEM GROUP | History | Added to | 3,090 | 518 | 0.06% | 0.06% | 492 | +4 | 0.13% | Q4 2025 | Jan 27, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 3,060 | 513 | 0.04% | 0.04% | 493 | -1 | -0.03% | Q4 2025 | Feb 26, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 3,015 | 505 | 0.15% | 0.2% | 494 | -516 | -14.61% | Q4 2025 | Feb 10, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 3,000 | 503 | 0.07% | 0.07% | 495 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 2,985 | 501 | 0.14% | 0.14% | 496 | +23 | 0.78% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Added to | 2,981 | 500 | 0.01% | 0.01% | 497 | +429 | 16.81% | Q4 2025 | Feb 06, 2026 |
| Madison Asset Management, LLC | History | Reduced | 2,967 | 498 | 0.01% | 0.01% | 498 | -848 | -22.23% | Q4 2025 | Feb 04, 2026 |
| Collier Financial | History | Added to | 2,970 | 498 | 0.37% | 0.37% | 500 | +9 | 0.3% | Q4 2025 | Feb 12, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 2,967 | 498 | 0.05% | 0.05% | 499 | +2 | 0.07% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,959 | 496 | 0.0% | 0.0% | 501 | +655 | 28.43% | Q4 2025 | Feb 02, 2026 |
| Peak Planning Group, LLC | History | New | 2,949 | 495 | 0.14% | — | 502 | +2,949 | New | Q4 2025 | Feb 13, 2026 |
| GREENWOOD GEARHART INC | History | Reduced | 2,931 | 492 | 0.03% | 0.03% | 503 | -687 | -18.99% | Q4 2025 | Feb 04, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 2,920 | 490 | 0.01% | — | 504 | +2,920 | New | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | No change | 2,923 | 490 | 0.02% | 0.02% | 505 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 2,900 | 487 | 0.08% | 0.08% | 506 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 2,838 | 476 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 2,799 | 470 | 0.0% | 0.0% | 508 | -880 | -23.92% | Q4 2025 | Feb 17, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 2,785 | 467 | 0.27% | — | 509 | +2,785 | New | Q4 2025 | Jan 15, 2026 |
| Stephens Consulting, LLC | History | No change | 2,754 | 462 | 0.15% | 0.16% | 510 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,745 | 460 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | Added to | 2,714 | 455 | 0.01% | 0.01% | 513 | +206 | 8.21% | Q4 2025 | Feb 02, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 2,710 | 455 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 2,698 | 453 | 0.01% | 0.01% | 514 | -35 | -1.28% | Q4 2025 | Feb 05, 2026 |
| Westmount Partners, LLC | History | Added to | 2,692 | 452 | 0.11% | 0.11% | 515 | +2 | 0.07% | Q4 2025 | Jan 15, 2026 |
| High Falls Advisors, Inc | History | Reduced | 2,681 | 450 | 0.09% | 0.16% | 516 | -2,063 | -43.49% | Q4 2025 | Feb 18, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 2,632 | 442 | 0.06% | 0.06% | 517 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 2,630 | 441 | 0.11% | 0.33% | 518 | -5,403 | -67.26% | Q4 2025 | Jan 15, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 2,630 | 441 | 0.03% | 0.03% | 519 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Colonial River Investments, LLC | History | Reduced | 2,621 | 440 | 0.16% | 0.18% | 520 | -372 | -12.43% | Q4 2025 | Feb 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 2,605 | 437 | 0.01% | — | 521 | +2,605 | New | Q4 2025 | Feb 06, 2026 |
| M1 Capital Management LLC | History | Reduced | 2,601 | 436 | 0.18% | 0.21% | 522 | -367 | -12.37% | Q4 2025 | Feb 13, 2026 |
| Northside Capital Management, LLC | History | No change | 2,570 | 431 | 0.04% | 0.04% | 523 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| GenWealth Group, Inc. | History | No change | 2,525 | 428 | 0.07% | 0.08% | 524 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 2,544 | 427 | 0.12% | 0.14% | 525 | -15 | -0.59% | Q4 2025 | Jan 06, 2026 |
| FF Advisors,LLC | History | No change | 2,510 | 421 | 0.19% | 0.2% | 526 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 2,498 | 419 | 0.18% | 0.2% | 527 | +3 | 0.12% | Q4 2025 | Feb 13, 2026 |
| Ellevest, Inc. | History | Reduced | 2,490 | 418 | 0.06% | 0.06% | 528 | -75 | -2.92% | Q4 2025 | Feb 10, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 2,472 | 415 | 0.23% | 0.24% | 529 | -121 | -4.67% | Q4 2025 | Feb 10, 2026 |
| HEADINVEST, LLC | History | No change | 2,455 | 412 | 0.08% | 0.08% | 530 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 2,450 | 411 | 0.06% | 0.07% | 531 | -130 | -5.04% | Q4 2025 | Jan 12, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 2,444 | 410 | 0.04% | 0.04% | 532 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,425 | 407 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | Reduced | 2,420 | 406 | 0.07% | 0.07% | 534 | -8 | -0.33% | Q4 2025 | Feb 09, 2026 |
| VestGen Advisors, LLC | History | Reduced | 2,411 | 404 | 0.02% | 0.41% | 535 | -73,010 | -96.8% | Q4 2025 | Feb 17, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 2,409 | 404 | 0.4% | — | 537 | +2,409 | New | Q4 2025 | Feb 19, 2026 |
| TritonPoint Partners, LLC | History | New | 2,408 | 404 | 0.22% | — | 538 | +2,408 | New | Q4 2025 | Feb 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 2,410 | 404 | 0.06% | 0.06% | 536 | +1 | 0.04% | Q4 2025 | Jan 08, 2026 |
| ALESCO ADVISORS LLC | History | No change | 2,400 | 403 | 0.01% | 0.01% | 539 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Family Legacy Financial Solutions, LLC | History | Reduced | 2,384 | 400 | 0.31% | 0.31% | 541 | -63 | -2.57% | Q4 2025 | Jan 20, 2026 |
| American Trust | History | Reduced | 2,387 | 400 | 0.03% | 0.03% | 540 | -45 | -1.85% | Q4 2025 | Feb 17, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 2,378 | 399 | 0.1% | 0.11% | 542 | +1 | 0.04% | Q4 2025 | Jan 07, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 2,370 | 398 | 0.03% | 0.05% | 543 | -1,900 | -44.5% | Q4 2025 | Feb 11, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | No change | 2,373 | 398 | 0.08% | 0.08% | 544 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 2,340 | 393 | 0.01% | 0.02% | 545 | -864 | -26.97% | Q4 2025 | Jan 30, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | No change | 2,314 | 388 | 0.09% | 0.09% | 546 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 2,295 | 385 | 0.0% | 0.0% | 547 | +58 | 2.59% | Q4 2025 | Jan 21, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 2,286 | 384 | 0.06% | 0.06% | 548 | -61 | -2.6% | Q4 2025 | Jan 08, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 2,282 | 383 | 0.03% | 0.03% | 549 | -178 | -7.24% | Q4 2025 | Jan 29, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 2,272 | 381 | 0.01% | 0.01% | 550 | -52 | -2.24% | Q4 2025 | Jan 28, 2026 |
| BROWN ADVISORY INC | History | No change | 2,253 | 378 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,243 | 376 | 0.0% | 0.0% | 552 | +1 | 0.04% | Q4 2025 | Feb 13, 2026 |
| West Branch Capital LLC | History | Reduced | 2,225 | 373 | 0.1% | 0.11% | 553 | -249 | -10.06% | Q4 2025 | Jan 16, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 2,226 | 373 | 0.04% | 0.04% | 554 | -49 | -2.15% | Q4 2025 | Feb 13, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 2,218 | 372 | 0.05% | 0.06% | 555 | -352 | -13.7% | Q4 2025 | Feb 04, 2026 |
| OneAscent Financial Services LLC | History | New | 2,210 | 371 | 0.03% | — | 556 | +2,210 | New | Q4 2025 | Feb 11, 2026 |
| Providence Financial Advisors, LLC | History | No change | 2,200 | 369 | 0.37% | 0.34% | 557 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 2,167 | 363 | 0.01% | 0.02% | 559 | -1,651 | -43.24% | Q4 2025 | Jan 30, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 2,167 | 363 | 0.0% | 0.0% | 558 | +295 | 15.76% | Q4 2025 | Feb 05, 2026 |
| Centurion Wealth Management LLC | History | Added to | 2,165 | 363 | 0.08% | 0.07% | 560 | +182 | 9.18% | Q4 2025 | Jan 14, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 2,143 | 359 | 0.14% | 0.16% | 561 | -158 | -6.87% | Q4 2025 | Feb 03, 2026 |
| Continuum Advisory, LLC | History | Added to | 2,124 | 356 | 0.04% | 0.03% | 562 | +500 | 30.79% | Q4 2025 | Feb 11, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | New | 2,113 | 354 | 0.07% | — | 563 | +2,113 | New | Q4 2025 | Feb 13, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 2,103 | 353 | 0.25% | 0.25% | 564 | -58 | -2.68% | Q4 2025 | Feb 04, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,092 | 351 | 0.01% | 0.01% | 565 | -1,946 | -48.19% | Q4 2025 | Jan 22, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 2,095 | 351 | 0.02% | 0.01% | 566 | +651 | 45.08% | Q4 2025 | Feb 11, 2026 |
| Financial Perspectives, Inc | History | Added to | 2,067 | 347 | 0.09% | 0.09% | 567 | +2 | 0.1% | Q4 2025 | Jan 28, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 2,066 | 346 | 0.04% | 0.05% | 569 | -842 | -28.95% | Q4 2025 | Feb 18, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,063 | 346 | 0.01% | 0.01% | 568 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 2,060 | 345 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 2,059 | 345 | 0.07% | 0.07% | 571 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 2,053 | 344 | 0.04% | 0.05% | 572 | -352 | -14.64% | Q4 2025 | Jan 20, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 2,048 | 343 | 0.01% | 0.01% | 573 | +31 | 1.54% | Q4 2025 | Jan 07, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,033 | 341 | 0.1% | 0.1% | 574 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 2,019 | 339 | 0.13% | 0.13% | 576 | +3 | 0.15% | Q4 2025 | Jan 21, 2026 |
| Summit Global Investments | History | No change | 2,017 | 339 | 0.02% | 0.02% | 575 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | New | 2,043 | 338 | 0.2% | — | 577 | +2,043 | New | Q4 2025 | Feb 27, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 2,011 | 337 | 0.06% | 0.07% | 578 | -121 | -5.68% | Q4 2025 | Feb 04, 2026 |
| Claro Advisors Inc. | History | Reduced | 1,969 | 330 | 0.04% | 0.05% | 579 | -153 | -7.21% | Q4 2025 | Feb 17, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 1,961 | 329 | 0.07% | 0.07% | 580 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 1,955 | 328 | 0.02% | 0.02% | 581 | -31 | -1.56% | Q4 2025 | Jan 21, 2026 |
| Oak Asset Management, LLC | History | Added to | 1,938 | 325 | 0.11% | 0.11% | 582 | +5 | 0.26% | Q4 2025 | Jan 14, 2026 |
| Leisure Capital Management | History | No change | 1,924 | 323 | 0.11% | 0.11% | 583 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 1,922 | 322 | 0.04% | 0.04% | 584 | -70 | -3.51% | Q4 2025 | Feb 10, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 1,913 | 321 | 0.06% | 0.06% | 585 | -19 | -0.98% | Q4 2025 | Jan 16, 2026 |
| Legacy Edge Advisors, LLC | History | New | 1,883 | 316 | 0.03% | — | 586 | +1,883 | New | Q4 2025 | Feb 02, 2026 |
| Summit Trail Advisors, LLC | History | No change | 1,865 | 313 | 0.01% | 0.0% | 587 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Seascape Capital Management | History | Reduced | 1,853 | 311 | 0.09% | 0.1% | 588 | -246 | -11.72% | Q4 2025 | Jan 21, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 1,838 | 308 | 0.04% | — | 589 | +1,838 | New | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,827 | 306 | 0.01% | 0.01% | 590 | +595 | 48.3% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 1,803 | 302 | 0.01% | 0.01% | 592 | +129 | 7.71% | Q4 2025 | Feb 09, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 1,800 | 302 | 0.03% | 0.03% | 591 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Heritage Family Offices, LLP | History | No change | 1,785 | 299 | 0.14% | 0.14% | 593 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Fiduciary Alliance LLC | History | New | 1,777 | 298 | 0.02% | — | 596 | +1,777 | New | Q4 2025 | Jan 22, 2026 |
| WESBANCO BANK INC | History | Reduced | 1,776 | 298 | 0.01% | 0.01% | 594 | -36 | -1.99% | Q4 2025 | Feb 03, 2026 |
| KWB Wealth | History | No change | 1,777 | 298 | 0.03% | 0.03% | 595 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 1,758 | 295 | 0.03% | 0.06% | 598 | -2,408 | -57.8% | Q4 2025 | Jan 20, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 1,760 | 295 | 0.1% | 0.12% | 597 | -25 | -1.4% | Q4 2025 | Feb 09, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 1,740 | 294 | 0.01% | 0.01% | 602 | -64 | -3.55% | Q4 2025 | Jan 23, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 1,752 | 294 | 0.1% | 0.08% | 599 | +63 | 3.73% | Q4 2025 | Jan 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 1,754 | 294 | 0.01% | 0.01% | 601 | +1 | 0.06% | Q4 2025 | Feb 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,756 | 294 | 0.02% | 0.02% | 600 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COURIER CAPITAL LLC | History | No change | 1,736 | 291 | 0.02% | 0.02% | 603 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Headland Capital, LLC | History | Reduced | 1,716 | 288 | 0.08% | 0.08% | 604 | -12 | -0.69% | Q4 2025 | Jan 28, 2026 |
| Mechanics Bank Trust Department | History | New | 1,704 | 286 | 0.04% | — | 605 | +1,704 | New | Q4 2025 | Jan 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 1,693 | 284 | 0.01% | 0.01% | 606 | -15 | -0.88% | Q4 2025 | Jan 12, 2026 |
| Stonebrook Private Inc. | History | No change | 1,687 | 283 | 0.06% | 0.06% | 607 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | No change | 1,681 | 282 | 0.01% | 0.01% | 608 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 1,678 | 281 | 0.0% | 0.0% | 609 | -660 | -28.23% | Q4 2025 | Feb 13, 2026 |
| Braeburn Wealth Management LLC | History | New | 1,671 | 280 | 0.14% | — | 610 | +1,671 | New | Q4 2025 | Feb 18, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 1,653 | 278 | 0.0% | — | 611 | +1,653 | New | Q4 2025 | Feb 18, 2026 |
| Sowell Financial Services LLC | History | Added to | 1,650 | 277 | 0.01% | 0.01% | 612 | +99 | 6.38% | Q4 2025 | Jan 21, 2026 |
| SPWM Advisors LLC | History | New | 1,649 | 276 | 0.26% | — | 613 | +1,649 | New | Q4 2025 | Feb 17, 2026 |
| Elevation Wealth Management LLC | History | New | 1,642 | 275 | 0.26% | — | 616 | +1,642 | New | Q4 2025 | Feb 12, 2026 |
| Forefront Wealth Partners, LLC | History | New | 1,638 | 275 | 0.13% | — | 615 | +1,638 | New | Q4 2025 | Feb 06, 2026 |
| First National Bank of Hutchinson | History | Reduced | 1,640 | 275 | 0.16% | 0.18% | 614 | -377 | -18.69% | Q4 2025 | Jan 29, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 1,623 | 272 | 0.02% | 0.02% | 617 | +1 | 0.06% | Q4 2025 | Feb 18, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 1,634 | 271 | 0.06% | 0.06% | 618 | +2 | 0.12% | Q4 2025 | Feb 05, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 1,597 | 268 | 0.04% | 0.04% | 620 | +2 | 0.13% | Q4 2025 | Jan 26, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,600 | 268 | 0.01% | 0.01% | 619 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 1,600 | 268 | 0.04% | 0.04% | 621 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Evernest Financial Advisors, LLC | History | New | 1,596 | 267 | 0.06% | — | 622 | +1,596 | New | Q4 2025 | Feb 13, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 1,579 | 265 | 0.04% | 0.04% | 623 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Regal Investment Advisors LLC | History | New | 1,562 | 262 | 0.02% | — | 624 | +1,562 | New | Q4 2025 | Feb 17, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 1,563 | 262 | 0.01% | 0.01% | 625 | -42 | -2.62% | Q4 2025 | Jan 20, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 1,553 | 260 | 0.09% | 0.09% | 626 | +1 | 0.06% | Q4 2025 | Jan 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 1,531 | 257 | 0.02% | 0.02% | 629 | -471 | -23.53% | Q4 2025 | Feb 12, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 1,532 | 257 | 0.01% | 0.01% | 628 | -40 | -2.54% | Q4 2025 | Jan 23, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1,533 | 257 | 0.08% | 0.08% | 627 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MTM Investment Management, LLC | History | Added to | 1,530 | 256 | 0.08% | 0.03% | 632 | +1,000 | 188.68% | Q4 2025 | Feb 09, 2026 |
| Bank OZK | History | Reduced | 1,527 | 256 | 0.09% | 0.1% | 631 | -152 | -9.05% | Q4 2025 | Feb 17, 2026 |
| DT Investment Partners, LLC | History | No change | 1,528 | 256 | 0.02% | 0.02% | 630 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 1,516 | 254 | 0.0% | — | 634 | +1,516 | New | Q4 2025 | Feb 11, 2026 |
| Proficio Capital Partners LLC | History | No change | 1,514 | 254 | 0.02% | 0.02% | 633 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | New | 1,510 | 253 | 0.17% | — | 637 | +1,510 | New | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Added to | 1,509 | 253 | 0.01% | 0.01% | 635 | +352 | 30.42% | Q4 2025 | Feb 11, 2026 |
| Csenge Advisory Group | History | Reduced | 1,509 | 253 | 0.01% | 0.01% | 636 | -36 | -2.33% | Q4 2025 | Feb 06, 2026 |
| Blankinship & Foster, LLC | History | No change | 1,504 | 252 | 0.05% | 0.05% | 638 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Titan Wealth (CI) Ltd | History | New | 1,500 | 251 | 0.1% | — | 641 | +1,500 | New | Q4 2025 | Feb 17, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 1,497 | 251 | 0.03% | 0.03% | 640 | +2 | 0.13% | Q4 2025 | Feb 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 1,500 | 251 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,490 | 250 | 0.22% | — | 643 | +1,490 | New | Q4 2025 | Feb 10, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 1,490 | 250 | 0.14% | 0.15% | 642 | -3 | -0.2% | Q4 2025 | Jan 06, 2026 |
| AWM CAPITAL, LLC | History | Added to | 1,479 | 248 | 0.02% | 0.02% | 644 | +2 | 0.14% | Q4 2025 | Feb 17, 2026 |
| Global Assets Advisory, LLC | History | No change | 1,479 | 248 | 0.07% | 0.07% | 645 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 1,474 | 247 | 0.04% | 0.04% | 646 | -119 | -7.47% | Q4 2025 | Feb 06, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 1,476 | 247 | 0.16% | 0.16% | 648 | +2 | 0.14% | Q4 2025 | Feb 05, 2026 |
| MKT Advisors LLC | History | No change | 1,465 | 247 | 0.08% | 0.09% | 647 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Benchmark Financial, LLC | History | New | 1,465 | 246 | 0.25% | — | 649 | +1,465 | New | Q4 2025 | Jan 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 1,461 | 245 | 0.03% | 0.03% | 651 | +1 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Community Financial Services Group, LLC | History | No change | 1,462 | 245 | 0.04% | 0.04% | 650 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,458 | 244 | 0.0% | 0.0% | 652 | +157 | 12.07% | Q4 2025 | Feb 13, 2026 |
| CVFG LLC | History | Reduced | 1,456 | 244 | 0.17% | 0.19% | 654 | -130 | -8.2% | Q4 2025 | Feb 06, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,453 | 244 | 0.07% | 0.07% | 653 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Antonelli Financial Advisors, LLC | History | No change | 1,454 | 244 | 0.16% | 0.16% | 655 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Convergence Financial, LLC | History | Reduced | 1,447 | 243 | 0.04% | 0.06% | 656 | -795 | -35.46% | Q4 2025 | Feb 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,446 | 242 | 0.01% | 0.01% | 657 | +2 | 0.14% | Q4 2025 | Feb 02, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 1,436 | 241 | 0.01% | 0.02% | 660 | -1,571 | -52.24% | Q4 2025 | Jan 30, 2026 |
| Tortoise Investment Management, LLC | History | No change | 1,438 | 241 | 0.02% | 0.02% | 658 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Falcon Wealth Planning | History | No change | 1,439 | 241 | 0.02% | 0.02% | 659 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 1,433 | 240 | 0.13% | 0.13% | 661 | +3 | 0.21% | Q4 2025 | Jan 16, 2026 |
| Belvedere Trading LLC | History | New | 1,426 | 239 | 0.0% | — | 663 | +1,426 | New | Q4 2025 | Feb 10, 2026 |
| Retirement Planning Group, LLC | History | Added to | 1,428 | 239 | 0.01% | 0.01% | 662 | +63 | 4.62% | Q4 2025 | Feb 03, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 1,419 | 238 | 0.01% | 0.01% | 664 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| InTrack Investment Management Inc | History | No change | 1,411 | 237 | 0.13% | 0.14% | 665 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 1,406 | 236 | 0.0% | 0.0% | 666 | -91 | -6.08% | Q4 2025 | Jan 13, 2026 |
| Unified Investment Management | History | Reduced | 1,400 | 235 | 0.24% | 0.27% | 668 | -240 | -14.63% | Q4 2025 | Feb 09, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 1,399 | 235 | 0.12% | 0.12% | 667 | +76 | 5.74% | Q4 2025 | Jan 23, 2026 |
| TABLEAUX LLC | History | Reduced | 1,395 | 234 | 0.17% | 0.18% | 671 | -1,395 | -50.0% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 1,395 | 234 | 0.01% | 0.01% | 669 | -19 | -1.34% | Q4 2025 | Jan 09, 2026 |
| BALLAST ADVISORS LLC | History | No change | 1,394 | 234 | 0.06% | 0.06% | 670 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 1,391 | 233 | 0.01% | 0.01% | 672 | -168 | -10.78% | Q4 2025 | Feb 17, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 1,385 | 232 | 0.09% | 0.1% | 674 | -174 | -11.16% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,379 | 232 | 0.01% | 0.01% | 673 | +48 | 3.61% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 1,367 | 231 | 0.01% | — | 675 | +1,367 | New | Q4 2025 | Feb 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 1,364 | 230 | 0.02% | 0.02% | 676 | -143 | -9.49% | Q4 2025 | Jan 15, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 1,370 | 230 | 0.16% | 0.16% | 677 | +48 | 3.63% | Q4 2025 | Jan 27, 2026 |
| ABLE Financial Group, LLC | History | No change | 1,362 | 228 | 0.05% | 0.05% | 678 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 1,352 | 227 | 0.07% | 0.07% | 681 | +2 | 0.15% | Q4 2025 | Jan 26, 2026 |
| Verity & Verity, LLC | History | No change | 1,356 | 227 | 0.02% | 0.02% | 679 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Perfromance Wealth Partners, LLC | History | No change | 1,355 | 227 | 0.01% | 0.01% | 680 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cornerstone Financial Management LLC | History | New | 1,350 | 226 | 0.21% | — | 683 | +1,350 | New | Q4 2025 | Feb 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 1,350 | 226 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legacy Advisors, LLC | History | New | 1,340 | 225 | 0.02% | — | 685 | +1,340 | New | Q4 2025 | Jan 27, 2026 |
| Redmond Asset Management, LLC | History | No change | 1,342 | 225 | 0.06% | 0.05% | 684 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 1,337 | 224 | 0.01% | — | 686 | +1,337 | New | Q4 2025 | Feb 09, 2026 |
| DB&C Advisors, LLC | History | New | 1,335 | 224 | 0.28% | — | 687 | +1,335 | New | Q4 2025 | Feb 11, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 1,320 | 221 | 0.02% | 0.02% | 688 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Balboa Wealth Partners | History | No change | 1,319 | 221 | 0.04% | 0.04% | 689 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 1,313 | 220 | 0.14% | 0.13% | 690 | +44 | 3.47% | Q4 2025 | Jan 20, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 1,307 | 219 | 0.0% | 0.01% | 691 | -2,687 | -67.28% | Q4 2025 | Feb 13, 2026 |
| Embree Financial Group | History | Added to | 1,292 | 217 | 0.03% | 0.03% | 692 | +2 | 0.16% | Q4 2025 | Jan 14, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 1,285 | 215 | 0.02% | 0.03% | 693 | -378 | -22.73% | Q4 2025 | Feb 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,285 | 215 | 0.01% | 0.01% | 694 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WMG Financial Advisors, LLC | History | No change | 1,274 | 213 | 0.09% | 0.07% | 695 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | No change | 1,268 | 212 | 0.02% | 0.02% | 696 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| O'Brien Greene & Co. Inc | History | No change | 1,265 | 212 | 0.06% | 0.06% | 697 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Lakeshore Financial Planning, Inc. | History | No change | 1,265 | 212 | 0.08% | 0.08% | 698 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 1,262 | 211 | 0.01% | 0.01% | 700 | -91 | -6.73% | Q4 2025 | Jan 14, 2026 |
| PDS Planning, Inc | History | No change | 1,261 | 211 | 0.01% | 0.01% | 699 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 1,251 | 210 | 0.19% | 0.21% | 703 | +1 | 0.08% | Q4 2025 | Jan 21, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 1,252 | 210 | 0.02% | 0.02% | 701 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 1,255 | 210 | 0.01% | 0.01% | 702 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 1,247 | 209 | 0.01% | — | 704 | +1,247 | New | Q4 2025 | Feb 13, 2026 |
| Investment Advisory Group, LLC | History | No change | 1,233 | 207 | 0.05% | 0.05% | 705 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,225 | 205 | 0.01% | 0.01% | 707 | -322 | -20.81% | Q4 2025 | Jan 13, 2026 |
| NorthRock Partners, LLC | History | Reduced | 1,223 | 205 | 0.0% | 0.0% | 706 | -283 | -18.79% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 1,219 | 204 | 0.0% | 0.01% | 708 | -1,428 | -53.95% | Q4 2025 | Feb 13, 2026 |
| Vigil Wealth Management, LLC | History | New | 1,215 | 204 | 0.17% | — | 710 | +1,215 | New | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,220 | 204 | 0.01% | 0.02% | 709 | -471 | -27.85% | Q4 2025 | Feb 03, 2026 |
| Freestone Capital Holdings, LLC | History | New | 1,214 | 203 | 0.01% | — | 711 | +1,214 | New | Q4 2025 | Jan 23, 2026 |
| Pure Financial Advisors, LLC | History | New | 1,209 | 203 | 0.04% | — | 712 | +1,209 | New | Q4 2025 | Mar 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,211 | 203 | 0.01% | 0.01% | 713 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 1,204 | 202 | 0.04% | — | 714 | +1,204 | New | Q4 2025 | Jan 09, 2026 |
| Pasadena Private Wealth, LLC | History | New | 1,200 | 201 | 0.03% | — | 715 | +1,200 | New | Q4 2025 | Feb 10, 2026 |
| Zhang Financial LLC | History | New | 1,200 | 201 | 0.01% | — | 716 | +1,200 | New | Q4 2025 | Feb 10, 2026 |
| Verum Partners LLC | History | New | 1,194 | 200 | 0.04% | — | 717 | +1,194 | New | Q4 2025 | Jan 14, 2026 |
| Miller Global Investments, LLC | History | New | 1,185 | 199 | 0.18% | — | 718 | +1,185 | New | Q4 2025 | Jan 05, 2026 |
| Finley Financial, LLC | History | No change | 1,180 | 198 | 0.09% | 0.09% | 719 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sachetta, LLC | History | No change | 1,041 | 174 | 0.1% | 0.06% | 720 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 1,014 | 170 | 0.18% | 0.18% | 721 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | New | 1,000 | 167 | 0.05% | — | 722 | +1,000 | New | Q4 2025 | Jan 08, 2026 |
| Park Place Capital Corp | History | Added to | 939 | 157 | 0.03% | 0.03% | 723 | +1 | 0.11% | Q4 2025 | Jan 09, 2026 |
| Dunhill Financial, LLC | History | No change | 915 | 153 | 0.04% | 0.04% | 724 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Independence Bank of Kentucky | History | New | 907 | 152 | 0.02% | — | 726 | +907 | New | Q4 2025 | Jan 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 904 | 152 | 0.0% | 0.0% | 725 | -112 | -11.02% | Q4 2025 | Feb 09, 2026 |
| Elyxium Wealth, LLC | History | New | 902 | 151 | 0.04% | — | 727 | +902 | New | Q4 2025 | Feb 05, 2026 |
| Kingdom Financial Group LLC. | History | New | 878 | 147 | 0.05% | — | 728 | +878 | New | Q4 2025 | Feb 06, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 845 | 141 | 0.05% | 0.05% | 729 | +1 | 0.12% | Q4 2025 | Jan 27, 2026 |
| TSFG, LLC | History | No change | 832 | 140 | 0.02% | 0.02% | 730 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Addison Advisors LLC | History | No change | 825 | 138 | 0.03% | 0.03% | 731 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 810 | 135 | 0.01% | 0.01% | 732 | -6 | -0.74% | Q4 2025 | Feb 13, 2026 |
| Family Manage LLC | History | No change | 803 | 134 | 0.02% | 0.02% | 733 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| American Wealth Advisors, LLC | History | Added to | 792 | 133 | 0.13% | 0.13% | 734 | +1 | 0.13% | Q4 2025 | Jan 26, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 748 | 127 | 0.0% | 0.0% | 735 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 743 | 124 | 0.05% | — | 737 | +743 | New | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 735 | 124 | 0.01% | 0.0% | 736 | +537 | 271.21% | Q4 2025 | Jan 21, 2026 |
| HighMark Wealth Management LLC | History | Added to | 736 | 123 | 0.05% | 0.0% | 738 | +725 | 6590.91% | Q4 2025 | Feb 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 731 | 122 | 0.01% | 0.01% | 739 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 726 | 121 | 0.02% | 0.11% | 740 | -10,755 | -93.68% | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 709 | 119 | 0.02% | — | 741 | +709 | New | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 700 | 117 | 0.01% | 0.01% | 742 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bank of New Hampshire | History | New | 650 | 109 | 0.02% | — | 744 | +650 | New | Q4 2025 | Mar 16, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 650 | 109 | 0.04% | 0.04% | 743 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 637 | 107 | 0.02% | 0.02% | 745 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Concord Wealth Partners | History | Added to | 606 | 101 | 0.01% | 0.01% | 746 | +1 | 0.17% | Q4 2025 | Jan 29, 2026 |
| FIRST HORIZON CORP | History | No change | 583 | 97 | 0.0% | 0.0% | 747 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 576 | 96 | 0.04% | 0.0% | 748 | +563 | 4330.77% | Q4 2025 | Feb 17, 2026 |
| JNBA Financial Advisors | History | New | 542 | 91 | 0.01% | — | 749 | +542 | New | Q4 2025 | Jan 26, 2026 |
| Fairscale Capital, LLC | History | Added to | 543 | 91 | 0.06% | 0.06% | 750 | +24 | 4.62% | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | No change | 535 | 89 | 0.0% | 0.0% | 751 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Abound Wealth Management | History | No change | 519 | 87 | 0.02% | 0.02% | 752 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Longview Financial Advisors LLC | History | No change | 515 | 86 | 0.05% | 0.05% | 753 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 503 | 84 | 0.01% | 0.01% | 754 | -87 | -14.75% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 463 | 79 | 0.01% | 0.01% | 755 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 471 | 79 | 0.02% | 0.02% | 756 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 438 | 73 | 0.01% | 0.01% | 757 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 440 | 73 | 0.07% | 0.07% | 758 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pacific Center for Financial Services | History | No change | 442 | 72 | 0.02% | 0.02% | 759 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GGM Financials LLC | History | Added to | 415 | 69 | 0.03% | 0.03% | 761 | +1 | 0.24% | Q4 2025 | Feb 04, 2026 |
| Providence Capital Advisors, LLC | History | No change | 415 | 69 | 0.01% | 0.01% | 760 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 400 | 67 | 0.03% | 0.03% | 762 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Activest Wealth Management | History | No change | 396 | 66 | 0.01% | 0.01% | 763 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Roxbury Financial LLC | History | No change | 389 | 65 | 0.06% | 0.06% | 764 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| NBC SECURITIES, INC. | History | No change | 385 | 64 | 0.0% | 0.0% | 765 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Winch Advisory Services, LLC | History | No change | 384 | 64 | 0.01% | 0.01% | 766 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Key Capital Management, INC | History | New | 355 | 59 | 0.06% | — | 768 | +355 | New | Q4 2025 | Jan 26, 2026 |
| Nemes Rush Group LLC | History | No change | 352 | 59 | 0.01% | 0.01% | 767 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hoese & Co LLP | History | No change | 333 | 55 | 0.04% | 0.04% | 769 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 322 | 54 | 0.0% | 0.0% | 770 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 310 | 52 | 0.02% | 0.02% | 771 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Asset Dedication, LLC | History | Reduced | 309 | 51 | 0.0% | 0.0% | 772 | -2 | -0.64% | Q4 2025 | Jan 26, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 306 | 51 | 0.02% | 0.02% | 773 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 297 | 49 | 0.01% | 0.01% | 774 | -300 | -50.25% | Q4 2025 | Jan 20, 2026 |
| GAMMA Investing LLC | History | No change | 289 | 48 | 0.0% | 0.0% | 775 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| LRI Investments, LLC | History | No change | 289 | 48 | 0.0% | 0.0% | 776 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 284 | 47 | 0.01% | 0.01% | 777 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Stone House Investment Management, LLC | History | New | 276 | 46 | 0.01% | — | 778 | +276 | New | Q4 2025 | Jan 21, 2026 |
| Bogart Wealth, LLC | History | No change | 278 | 46 | 0.0% | 0.0% | 779 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 269 | 45 | 0.0% | 0.0% | 780 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 264 | 44 | 0.02% | 0.01% | 781 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 250 | 41 | 0.0% | 0.0% | 782 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Arlington Trust Co LLC | History | No change | 250 | 41 | 0.0% | 0.01% | 783 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Breakwater Investment Management | History | No change | 245 | 41 | 0.01% | 0.01% | 784 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 243 | 40 | 0.03% | 0.04% | 786 | +15 | 6.58% | Q4 2025 | Feb 10, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 244 | 40 | 0.01% | 0.01% | 785 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Strive Financial Group ,LLC | History | New | 237 | 39 | 0.02% | — | 787 | +237 | New | Q4 2025 | Feb 18, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 228 | 38 | 0.0% | 0.0% | 788 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Wealth Strategies & Associates | History | No change | 231 | 38 | 0.01% | 0.01% | 789 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 209 | 35 | 0.0% | 0.0% | 790 | +18 | 9.42% | Q4 2025 | Feb 17, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 211 | 35 | 0.0% | 0.0% | 791 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 205 | 34 | 0.01% | — | 792 | +205 | New | Q4 2025 | Jan 20, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 200 | 33 | 0.0% | 0.0% | 793 | -50 | -20.0% | Q4 2025 | Jan 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 193 | 32 | 0.01% | 0.01% | 794 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NCP Inc. | History | New | 190 | 31 | 0.02% | — | 796 | +190 | New | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 185 | 31 | 0.0% | 0.0% | 795 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mechanics Financial Corp | History | No change | 179 | 30 | 0.01% | 0.01% | 797 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 176 | 29 | 0.0% | 0.0% | 798 | -21 | -10.66% | Q4 2025 | Feb 06, 2026 |
| Archer Investment Corp | History | No change | 176 | 29 | 0.01% | 0.01% | 799 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 174 | 29 | 0.02% | 0.02% | 800 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |