iSHARES TRUST - IUSV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 | 83,401,630 | 8,552,003 | 0.62% | 0.54% | 1 | +3,168,089 | 3.95% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 16,406,531 | 1,682,325 | 0.46% | 0.46% | 2 | +569,611 | 3.6% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 9,720,751 | 996,765 | 0.06% | 0.05% | 3 | +639,948 | 7.05% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,417,565 | 658,132 | 0.4% | 0.42% | 4 | +287,263 | 4.69% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,937,609 | 608,842 | 0.18% | 0.17% | 5 | +128,734 | 2.22% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,573,759 | 468,993 | 7.16% | 7.07% | 6 | +84,650 | 1.89% | Q4 2025 | Jan 20, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,438,008 | 455,073 | 5.14% | 5.6% | 7 | -555,788 | -11.13% | Q4 2025 | Jan 16, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,772,169 | 386,798 | 9.46% | 9.04% | 8 | +401,238 | 11.9% | Q4 2025 | Feb 09, 2026 |
| ASPIRIANT, LLC | History | Reduced | 3,582,196 | 367,318 | 10.55% | 11.0% | 9 | -18,144 | -0.5% | Q4 2025 | Jan 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,594,909 | 266,081 | 2.13% | 2.15% | 10 | +251,417 | 10.73% | Q4 2025 | Jan 26, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,322,260 | 238,124 | 0.01% | 0.01% | 11 | +61,722 | 2.73% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,720,462 | 176,416 | 0.05% | 0.05% | 12 | +209,495 | 13.86% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 1,612,088 | 165,303 | 0.03% | 0.02% | 13 | +24,843 | 1.57% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,478,589 | 151,614 | 0.02% | — | 14 | +1,478,589 | New | Q4 2025 | Feb 17, 2026 |
| Auto-Owners Insurance Co | History | Added to | 1,354,000 | 138,961 | 2.92% | 2.22% | 15 | +490,000 | 56.71% | Q4 2025 | Mar 09, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 1,297,346 | 133,029 | 5.91% | 1.08% | 16 | +1,063,672 | 455.19% | Q4 2025 | Jan 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,219,063 | 125,002 | 0.07% | 0.05% | 17 | +400,936 | 49.01% | Q4 2025 | Feb 06, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,193,892 | 122,421 | 1.42% | 1.46% | 18 | -65,665 | -5.21% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,161,647 | 119,115 | 0.16% | 0.17% | 19 | -115,281 | -9.03% | Q4 2025 | Feb 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,148,105 | 117,729 | 1.3% | 1.21% | 20 | +73,509 | 6.84% | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,094,673 | 112,247 | 0.02% | 0.02% | 21 | +20,326 | 1.89% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,093,999 | 112,178 | 0.3% | 0.28% | 22 | +51,657 | 4.96% | Q4 2025 | Feb 17, 2026 |
| Foster Group, Inc. | History | Added to | 1,080,840 | 110,829 | 3.35% | 3.26% | 23 | +41,431 | 3.99% | Q4 2025 | Jan 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 887,030 | 90,956 | 0.13% | 0.12% | 24 | +75,774 | 9.34% | Q4 2025 | Feb 10, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Added to | 863,837 | 88,577 | 7.94% | 7.35% | 25 | +26,607 | 3.18% | Q4 2025 | Jan 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 743,600 | 76,248 | 0.08% | 0.1% | 26 | -80,731 | -9.79% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 707,465 | 72,543 | 0.08% | 0.07% | 27 | +71,996 | 11.33% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 705,293 | 71,963 | 0.1% | 0.07% | 28 | +258,858 | 57.98% | Q4 2025 | Mar 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 695,290 | 71,295 | 0.4% | 0.0% | 29 | +687,207 | 8501.88% | Q4 2025 | Feb 03, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 643,874 | 66,022 | 8.88% | 8.74% | 30 | +18,727 | 3.0% | Q4 2025 | Jan 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 627,649 | 64,359 | 0.99% | 1.21% | 31 | -108,918 | -14.79% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 613,072 | 62,864 | 0.17% | 0.19% | 32 | -9,475 | -1.52% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 611,958 | 62,750 | 0.26% | — | 33 | +611,958 | New | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 560,171 | 57,439 | 0.01% | 0.01% | 34 | -31,035 | -5.25% | Q4 2025 | Mar 25, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 543,586 | 55,962 | 0.09% | 0.09% | 35 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 502,725 | 51,563 | 0.08% | 0.07% | 36 | -15,083 | -2.91% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 470,937 | 48,289 | 0.0% | 0.0% | 37 | -6,739 | -1.41% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 451,423 | 47,277 | 0.06% | 0.07% | 38 | -6,578 | -1.44% | Q4 2025 | Jan 08, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 458,335 | 46,997 | 4.37% | 4.26% | 39 | +11,503 | 2.57% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | Added to | 448,877 | 45,851 | 0.05% | 0.06% | 40 | +55,245 | 14.03% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 435,777 | 44,684 | 2.11% | 1.77% | 41 | +27,704 | 6.79% | Q4 2025 | Jan 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 419,783 | 43,045 | 0.01% | 0.01% | 42 | +5,837 | 1.41% | Q4 2025 | Feb 17, 2026 |
| Veracity Capital LLC | History | Added to | 404,951 | 41,523 | 12.22% | 12.4% | 43 | +15,813 | 4.06% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 387,312 | 39,714 | 0.03% | 0.02% | 44 | +13,927 | 3.73% | Q4 2025 | Feb 10, 2026 |
| Townsend & Associates, Inc | History | Added to | 363,295 | 38,323 | 3.42% | 3.42% | 45 | +1,331 | 0.37% | Q4 2025 | Jan 26, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 360,923 | 37,009 | 0.69% | 0.68% | 46 | -2,499 | -0.69% | Q4 2025 | Feb 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 356,596 | 36,565 | 0.17% | 0.17% | 47 | +1,286 | 0.36% | Q4 2025 | Feb 17, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 356,075 | 36,511 | 13.71% | 24.84% | 48 | -287,323 | -44.66% | Q4 2025 | Feb 06, 2026 |
| HOWE & RUSLING INC | History | Added to | 349,317 | 35,818 | 2.37% | 2.34% | 49 | +7,432 | 2.17% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 347,406 | 35,623 | 0.52% | 0.53% | 50 | -594 | -0.17% | Q4 2025 | Feb 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 340,869 | 34,952 | 0.43% | 0.46% | 51 | -11,189 | -3.18% | Q4 2025 | Jan 29, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 311,949 | 31,987 | 5.84% | 5.9% | 52 | +13,170 | 4.41% | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | Added to | 310,799 | 31,869 | 0.55% | 0.34% | 53 | +125,706 | 67.92% | Q4 2025 | Feb 17, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 302,508 | 31,019 | 10.84% | 10.32% | 54 | +23,402 | 8.38% | Q4 2025 | Feb 10, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 300,457 | 30,808 | 8.86% | 8.72% | 55 | +330 | 0.11% | Q4 2025 | Jan 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 293,611 | 30,106 | 0.05% | 0.02% | 56 | +156,640 | 114.36% | Q4 2025 | Feb 13, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 293,510 | 30,096 | 13.89% | 13.44% | 57 | +6,655 | 2.32% | Q4 2025 | Jan 28, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 289,006 | 29,634 | 0.06% | 0.05% | 58 | +43,903 | 17.91% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 287,995 | 29,531 | 0.07% | 0.07% | 59 | +19,512 | 7.27% | Q4 2025 | Feb 13, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 272,824 | 29,216 | 7.26% | 5.84% | 60 | +65,030 | 31.3% | Q4 2025 | Feb 05, 2026 |
| DDFG, Inc | History | Added to | 280,310 | 28,742 | 6.29% | 6.26% | 61 | +9,196 | 3.39% | Q4 2025 | Jan 08, 2026 |
| GDS Wealth Management | History | Reduced | 241,470 | 24,760 | 1.55% | 1.95% | 62 | -54,162 | -18.32% | Q4 2025 | Feb 02, 2026 |
| Garde Capital, Inc. | History | Reduced | 241,369 | 24,749 | 1.47% | 1.18% | 63 | -618 | -0.26% | Q4 2025 | Feb 10, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 239,937 | 24,603 | 0.97% | 0.98% | 64 | -2,481 | -1.02% | Q4 2025 | Jan 14, 2026 |
| Vident Advisory, LLC | History | Reduced | 239,554 | 24,563 | 0.22% | 0.24% | 65 | -11,770 | -4.68% | Q4 2025 | Feb 18, 2026 |
| Equitable Holdings, Inc. | History | Added to | 231,021 | 23,688 | 0.16% | 0.15% | 66 | +20,440 | 9.71% | Q4 2025 | Feb 17, 2026 |
| Trek Financial, LLC | History | Added to | 230,602 | 23,645 | 1.37% | 0.34% | 67 | +172,869 | 299.43% | Q4 2025 | Feb 04, 2026 |
| Alliance Private Wealth, LLC | History | New | 218,577 | 23,183 | 8.06% | — | 68 | +218,577 | New | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 216,867 | 22,237 | 0.12% | 0.12% | 69 | -1,702 | -0.78% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 216,637 | 22,213 | 0.04% | 0.03% | 70 | +38,676 | 21.73% | Q4 2025 | Mar 16, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 210,907 | 21,626 | 0.93% | 0.94% | 71 | -1,367 | -0.64% | Q4 2025 | Jan 27, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 210,546 | 21,589 | 2.16% | 2.22% | 72 | -3,378 | -1.58% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 210,157 | 21,549 | 0.06% | 0.08% | 73 | -91,743 | -30.39% | Q4 2025 | Feb 05, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 206,991 | 21,224 | 12.72% | 12.52% | 74 | +3,933 | 1.94% | Q4 2025 | Jan 21, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 201,021 | 20,612 | 3.71% | 3.84% | 75 | -2,515 | -1.24% | Q4 2025 | Feb 05, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 199,277 | 20,433 | 10.03% | 8.69% | 76 | +30,931 | 18.37% | Q4 2025 | Jan 16, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 194,014 | 20,418 | 9.16% | 8.93% | 77 | -4,793 | -2.41% | Q4 2025 | Jan 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 179,016 | 18,356 | 0.81% | 0.91% | 78 | -37,045 | -17.15% | Q4 2025 | Feb 17, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 174,875 | 17,931 | 5.95% | 5.62% | 79 | +10,057 | 6.1% | Q4 2025 | Feb 12, 2026 |
| High Probability Advisors, LLC | History | Added to | 171,585 | 17,594 | 2.35% | 2.28% | 80 | +4,956 | 2.97% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Reduced | 169,310 | 17,360 | 0.2% | 0.21% | 81 | -10,633 | -5.91% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 168,795 | 17,308 | 0.07% | 0.06% | 82 | +37,933 | 28.99% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 166,357 | 17,058 | 0.78% | 0.77% | 83 | +1,646 | 1.0% | Q4 2025 | Feb 13, 2026 |
| Financial Partners Group, Inc | History | Added to | 160,364 | 16,873 | 1.95% | 2.0% | 84 | +1 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 163,211 | 16,735 | 1.55% | 1.55% | 85 | -460 | -0.28% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 162,531 | 16,666 | 0.01% | 0.01% | 86 | +10,053 | 6.59% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 155,566 | 15,951 | 0.18% | 0.24% | 87 | +13,574 | 9.56% | Q4 2025 | Jan 29, 2026 |
| Petix & Botte Co | History | Reduced | 152,471 | 15,634 | 3.55% | 4.02% | 88 | -21,981 | -12.6% | Q4 2025 | Feb 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 150,621 | 15,445 | 0.04% | 0.04% | 89 | +1,832 | 1.23% | Q4 2025 | Feb 13, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 149,236 | 15,302 | 3.23% | 3.06% | 90 | +9,191 | 6.56% | Q4 2025 | Jan 14, 2026 |
| Savant Capital, LLC | History | Reduced | 147,964 | 15,172 | 0.09% | 0.09% | 91 | -1,496 | -1.0% | Q4 2025 | Feb 10, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 145,310 | 14,900 | 1.46% | 1.44% | 92 | +550 | 0.38% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 141,729 | 14,532 | 0.02% | 0.02% | 93 | -406 | -0.29% | Q4 2025 | Feb 02, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 140,995 | 14,457 | 10.67% | 10.5% | 94 | +4,037 | 2.95% | Q4 2025 | Jan 23, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 136,991 | 14,414 | 6.43% | 6.42% | 95 | +1,430 | 1.05% | Q4 2025 | Feb 09, 2026 |
| Cosner Financial Group, LLC | History | Added to | 139,518 | 14,306 | 7.3% | 7.45% | 96 | +865 | 0.62% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Reduced | 133,060 | 13,643 | 0.01% | 0.01% | 97 | -1,966 | -1.46% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 130,522 | 13,383 | 0.08% | 0.08% | 98 | +16,608 | 14.58% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 128,490 | 13,175 | 0.05% | 0.02% | 99 | +80,558 | 168.07% | Q4 2025 | Feb 17, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Added to | 125,726 | 12,891 | 1.84% | 0.28% | 100 | +105,870 | 533.19% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 123,295 | 12,642 | 0.05% | 0.06% | 101 | +865 | 0.71% | Q4 2025 | Feb 18, 2026 |
| Independence Financial Advisors, LLC | History | Reduced | 118,715 | 12,173 | 3.35% | 3.64% | 102 | -974 | -0.81% | Q4 2025 | Jan 15, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 117,673 | 12,066 | 0.9% | 0.76% | 103 | -633 | -0.54% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 116,601 | 11,956 | 0.75% | 0.76% | 104 | +4,021 | 3.57% | Q4 2025 | Feb 06, 2026 |
| Certified Advisory Corp | History | Reduced | 114,144 | 11,704 | 1.07% | 1.11% | 105 | -2,946 | -2.52% | Q4 2025 | Jan 12, 2026 |
| Roberts Financial Services LLC | History | Added to | 114,148 | 11,704 | 3.67% | 3.68% | 106 | +248 | 0.22% | Q4 2025 | Jan 23, 2026 |
| Lutz Financial Services LLC | History | Reduced | 112,344 | 11,519 | 0.78% | 0.82% | 107 | -926 | -0.82% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 108,890 | 11,165 | 0.13% | 0.14% | 108 | -8,546 | -7.28% | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Reduced | 108,742 | 11,150 | 0.31% | 0.36% | 109 | -19,487 | -15.2% | Q4 2025 | Jan 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 105,148 | 10,781 | 0.23% | 0.26% | 110 | -12,036 | -10.27% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 105,129 | 10,780 | 0.01% | 0.01% | 111 | +7,870 | 8.09% | Q4 2025 | Feb 13, 2026 |
| Keenan, LLC | History | New | 104,957 | 10,762 | 9.46% | — | 112 | +104,957 | New | Q4 2025 | Mar 04, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 103,711 | 10,634 | 0.93% | 0.95% | 113 | -3,058 | -2.86% | Q4 2025 | Feb 06, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 103,656 | 10,628 | 0.13% | 0.09% | 114 | -2,429 | -2.29% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Reduced | 98,656 | 10,116 | 0.73% | 0.83% | 115 | -656 | -0.66% | Q4 2025 | Jan 29, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 96,224 | 9,941 | 0.14% | 0.15% | 116 | +150 | 0.16% | Q4 2025 | Feb 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 95,917 | 9,835 | 0.32% | 0.32% | 117 | -13,179 | -12.08% | Q4 2025 | Jan 09, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 95,480 | 9,790 | 0.0% | 0.0% | 118 | -2,859 | -2.91% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 95,684 | 9,754 | 0.05% | 0.06% | 119 | +9,036 | 10.43% | Q4 2025 | Feb 17, 2026 |
| ARWA LLC | History | New | 93,266 | 9,563 | 5.58% | — | 120 | +93,266 | New | Q4 2025 | Feb 27, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 91,904 | 9,423 | 0.19% | 0.08% | 121 | +54,339 | 144.65% | Q4 2025 | Feb 12, 2026 |
| Financial Council, LLC | History | Reduced | 90,466 | 9,276 | 3.7% | 4.04% | 122 | -558 | -0.61% | Q4 2025 | Feb 05, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 89,915 | 9,219 | 0.7% | 0.69% | 124 | +1,755 | 1.99% | Q4 2025 | Jan 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 89,915 | 9,219 | 0.0% | 0.0% | 123 | +547 | 0.61% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Added to | 89,533 | 9,180 | 0.4% | 0.37% | 125 | +8,437 | 10.4% | Q4 2025 | Feb 10, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 87,270 | 8,948 | 0.75% | 0.76% | 126 | -433 | -0.49% | Q4 2025 | Jan 12, 2026 |
| ICONIQ Capital, LLC | History | No change | 85,842 | 8,802 | 0.13% | 0.11% | 127 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 83,056 | 8,516 | 0.76% | 0.72% | 128 | +5,553 | 7.16% | Q4 2025 | Feb 13, 2026 |
| Weil Company, Inc. | History | Added to | 80,935 | 8,299 | 1.91% | 1.41% | 129 | +22,196 | 37.79% | Q4 2025 | Jan 14, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 80,765 | 8,281 | 5.65% | 7.41% | 130 | -22,452 | -21.75% | Q4 2025 | Feb 09, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 79,040 | 8,132 | 1.09% | 1.41% | 131 | -36,671 | -31.69% | Q4 2025 | Feb 11, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 78,918 | 8,092 | 4.05% | 4.03% | 132 | +2,168 | 2.82% | Q4 2025 | Feb 04, 2026 |
| HighMark Wealth Management LLC | History | Added to | 76,800 | 7,875 | 3.21% | 3.37% | 133 | +312 | 0.41% | Q4 2025 | Feb 05, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 75,899 | 7,782 | 3.31% | 3.34% | 134 | -1,582 | -2.04% | Q4 2025 | Jan 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 75,664 | 7,758 | 0.08% | 0.08% | 135 | -670 | -0.88% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 75,207 | 7,711 | 0.01% | 0.01% | 136 | -10,929 | -12.69% | Q4 2025 | Feb 18, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 74,831 | 7,673 | 6.74% | 6.62% | 137 | +1,152 | 1.56% | Q4 2025 | Jan 14, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 74,468 | 7,635 | 1.3% | 1.32% | 138 | +2,323 | 3.22% | Q4 2025 | Jan 12, 2026 |
| Canandaigua National Trust Co of Florida | History | Added to | 74,131 | 7,601 | 4.76% | 5.83% | 139 | +488 | 0.66% | Q4 2025 | Jan 30, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 70,515 | 7,230 | 0.09% | 0.09% | 140 | -2,401 | -3.29% | Q4 2025 | Jan 26, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 69,230 | 7,098 | 0.04% | 0.04% | 141 | +1,823 | 2.7% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 67,004 | 6,871 | 0.02% | 0.02% | 142 | +3,397 | 5.34% | Q4 2025 | Feb 11, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 66,622 | 6,831 | 0.25% | 0.83% | 143 | -60,475 | -47.58% | Q4 2025 | Feb 04, 2026 |
| Townsend Financial Planning, LLC | History | New | 64,394 | 6,602 | 6.61% | — | 144 | +64,394 | New | Q4 2025 | Feb 17, 2026 |
| Able Wealth Management LLC | History | Added to | 63,524 | 6,513 | 2.06% | 2.36% | 145 | +832 | 1.33% | Q4 2025 | Jan 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 63,366 | 6,497 | 0.24% | 0.27% | 146 | +6,952 | 12.32% | Q4 2025 | Feb 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 62,619 | 6,420 | 0.14% | 0.13% | 147 | +2,320 | 3.85% | Q4 2025 | Feb 02, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 62,323 | 6,390 | 0.21% | 0.21% | 148 | +3,828 | 6.54% | Q4 2025 | Feb 17, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 61,671 | 6,323 | 1.74% | 1.7% | 149 | -803 | -1.29% | Q4 2025 | Feb 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 61,602 | 6,316 | 0.16% | 0.04% | 150 | +49,812 | 422.49% | Q4 2025 | Feb 02, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 60,478 | 6,201 | 0.01% | 6.84% | 151 | +45,735 | 310.22% | Q4 2025 | Feb 17, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Reduced | 57,246 | 6,021 | 4.04% | 4.21% | 152 | -270 | -0.47% | Q4 2025 | Jan 15, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 57,750 | 5,921 | 3.41% | 3.38% | 153 | -453 | -0.78% | Q4 2025 | Jan 15, 2026 |
| Columbus Macro, LLC | History | Reduced | 57,603 | 5,906 | 0.65% | 0.7% | 154 | -3,822 | -6.22% | Q4 2025 | Jan 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 56,989 | 5,843 | 0.01% | 0.01% | 155 | +425 | 0.75% | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Reduced | 56,387 | 5,781 | 0.06% | 0.06% | 156 | -47 | -0.08% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 54,459 | 5,584 | 0.1% | 0.14% | 157 | -8,205 | -13.09% | Q4 2025 | Feb 06, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 54,215 | 5,559 | 0.63% | 0.67% | 158 | -1,078 | -1.95% | Q4 2025 | Jan 09, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 53,766 | 5,513 | 0.09% | — | 159 | +53,766 | New | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 53,060 | 5,440 | 0.14% | 0.13% | 160 | +6,042 | 12.85% | Q4 2025 | Jan 23, 2026 |
| Summit Financial, LLC | History | Added to | 52,732 | 5,407 | 0.08% | 0.08% | 161 | +856 | 1.65% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Reduced | 52,472 | 5,380 | 0.18% | 0.18% | 162 | -240 | -0.46% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Added to | 51,795 | 5,311 | 0.02% | 0.02% | 163 | +3,219 | 6.63% | Q4 2025 | Jan 29, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 51,609 | 5,291 | 1.38% | 1.49% | 164 | +1,771 | 3.55% | Q4 2025 | Jan 27, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 51,119 | 5,241 | 0.09% | 0.1% | 165 | -197 | -0.38% | Q4 2025 | Jan 16, 2026 |
| Eley Financial Management, Inc | History | Added to | 50,685 | 5,197 | 1.87% | 1.8% | 166 | +794 | 1.59% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 50,570 | 5,185 | 0.1% | 0.01% | 167 | +46,486 | 1138.25% | Q4 2025 | Feb 13, 2026 |
| Family Capital Management, Inc. | History | Added to | 49,898 | 5,116 | 2.27% | 2.13% | 168 | +5,339 | 11.98% | Q4 2025 | Jan 27, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 49,808 | 5,107 | 1.37% | 1.51% | 169 | -3,705 | -6.92% | Q4 2025 | Feb 09, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 47,972 | 4,919 | 0.91% | 0.86% | 170 | +333 | 0.7% | Q4 2025 | Jan 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 47,700 | 4,891 | 0.01% | 0.01% | 171 | +9,400 | 24.54% | Q4 2025 | Feb 12, 2026 |
| Asset Management Group, Inc. | History | Added to | 47,610 | 4,881 | 0.79% | 0.78% | 172 | +37 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Variant Private Wealth, LLC | History | Reduced | 47,525 | 4,873 | 5.06% | 5.26% | 173 | -9,481 | -16.63% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Reduced | 46,689 | 4,787 | 0.01% | 0.01% | 174 | -555 | -1.17% | Q4 2025 | Jan 30, 2026 |
| Breakwater Capital Group | History | Reduced | 46,679 | 4,786 | 0.67% | 0.71% | 175 | -1,419 | -2.95% | Q4 2025 | Jan 09, 2026 |
| Elm Partners Management LLC | History | Reduced | 45,133 | 4,627 | 0.21% | 0.23% | 176 | -29 | -0.06% | Q4 2025 | Feb 10, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | New | 44,340 | 4,547 | 1.21% | — | 177 | +44,340 | New | Q4 2025 | Feb 09, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 42,965 | 4,405 | 0.0% | 0.0% | 178 | +816 | 1.94% | Q4 2025 | Feb 11, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Added to | 42,862 | 4,395 | 2.21% | 2.11% | 179 | +2,311 | 5.7% | Q4 2025 | Jan 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 42,083 | 4,315 | 0.08% | 0.11% | 180 | -13,324 | -24.05% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 41,581 | 4,263 | 0.01% | 0.01% | 181 | -247 | -0.59% | Q4 2025 | Jan 30, 2026 |
| BlackRock, Inc. | History | Added to | 41,468 | 4,252 | 0.0% | 0.0% | 182 | +21,953 | 112.49% | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 41,409 | 4,246 | 0.1% | 0.11% | 183 | -1,916 | -4.42% | Q4 2025 | Feb 17, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 41,217 | 4,226 | 2.0% | 0.98% | 184 | +2,371 | 6.1% | Q4 2025 | Feb 06, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 40,110 | 4,112 | 1.17% | 1.3% | 185 | -723 | -1.77% | Q4 2025 | Jan 12, 2026 |
| BAILARD, INC. | History | Added to | 39,482 | 4,048 | 0.09% | 0.08% | 186 | +1,622 | 4.28% | Q4 2025 | Feb 04, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 39,242 | 4,023 | 0.0% | 0.0% | 187 | -262 | -0.66% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 39,138 | 4,013 | 0.05% | 0.06% | 188 | +5,454 | 16.19% | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 39,126 | 4,011 | 0.02% | — | 189 | +39,126 | New | Q4 2025 | Feb 18, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 38,843 | 3,982 | 1.38% | 1.37% | 190 | -747 | -1.89% | Q4 2025 | Feb 02, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 37,438 | 3,838 | 0.26% | 0.28% | 191 | -3,088 | -7.62% | Q4 2025 | Feb 20, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 36,908 | 3,785 | 0.18% | 0.2% | 192 | -2,415 | -6.14% | Q4 2025 | Jan 27, 2026 |
| SOL Capital Management CO | History | No change | 36,900 | 3,784 | 0.34% | 0.33% | 193 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 36,745 | 3,767 | 0.01% | 0.0% | 194 | +32,517 | 769.09% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 36,571 | 3,749 | 0.05% | 0.04% | 195 | +2,308 | 6.74% | Q4 2025 | Feb 02, 2026 |
| Greenline Partners, LLC | History | No change | 35,658 | 3,656 | 0.42% | 0.43% | 196 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 34,450 | 3,532 | 0.07% | 0.07% | 197 | +965 | 2.88% | Q4 2025 | Feb 12, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 34,165 | 3,503 | 1.53% | 1.41% | 198 | +2,044 | 6.36% | Q4 2025 | Jan 14, 2026 |
| Cerity Partners LLC | History | Added to | 33,607 | 3,446 | 0.01% | 0.0% | 199 | +5,245 | 18.49% | Q4 2025 | Feb 11, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | New | 33,282 | 3,412 | 0.22% | — | 200 | +33,282 | New | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 33,242 | 3,408 | 0.01% | 0.01% | 201 | +8,207 | 32.78% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 33,081 | 3,392 | 0.11% | — | 202 | +33,081 | New | Q4 2025 | Feb 13, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 33,029 | 3,386 | 2.14% | — | 203 | +33,029 | New | Q4 2025 | Feb 09, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 32,493 | 3,331 | 0.6% | 0.62% | 204 | -612 | -1.85% | Q4 2025 | Jan 14, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 32,038 | 3,285 | 0.46% | 0.49% | 205 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 31,590 | 3,239 | 0.04% | 0.05% | 206 | -12,398 | -28.18% | Q4 2025 | Feb 11, 2026 |
| Towne Trust Company, N.A | History | Added to | 31,087 | 3,187 | 0.99% | 0.55% | 207 | +14,186 | 83.94% | Q4 2025 | Jan 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 30,573 | 3,134 | 0.0% | 0.0% | 208 | +6,311 | 26.01% | Q4 2025 | Feb 17, 2026 |
| Family Manage LLC | History | Reduced | 30,475 | 3,124 | 0.39% | 0.43% | 209 | -540 | -1.74% | Q4 2025 | Feb 17, 2026 |
| Denver PWM, LLC | History | No change | 32,954 | 3,118 | 1.04% | 0.97% | 210 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 29,816 | 3,057 | 1.58% | 1.61% | 211 | +226 | 0.76% | Q4 2025 | Feb 13, 2026 |
| Castellan Group | History | New | 29,740 | 3,049 | 0.38% | — | 212 | +29,740 | New | Q4 2025 | Jan 23, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 28,917 | 2,965 | 0.33% | — | 213 | +28,917 | New | Q4 2025 | Feb 13, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 28,888 | 2,962 | 1.89% | 1.91% | 214 | -265 | -0.91% | Q4 2025 | Mar 04, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 28,015 | 2,873 | 0.67% | 0.67% | 215 | +33 | 0.12% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 27,988 | 2,869 | 0.03% | 0.04% | 216 | +3,790 | 15.66% | Q4 2025 | Jan 23, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 27,913 | 2,862 | 0.31% | 0.32% | 217 | -1,054 | -3.64% | Q4 2025 | Jan 28, 2026 |
| Eagle Strategies LLC | History | Reduced | 27,016 | 2,770 | 0.35% | 0.36% | 218 | -131 | -0.48% | Q4 2025 | Jan 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 26,925 | 2,760 | 0.13% | 0.13% | 219 | -842 | -3.03% | Q4 2025 | Feb 02, 2026 |
| Composition Wealth, LLC | History | Added to | 26,909 | 2,759 | 0.04% | 0.04% | 220 | +962 | 3.71% | Q4 2025 | Feb 02, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 26,430 | 2,710 | 0.1% | 0.09% | 221 | +992 | 3.9% | Q4 2025 | Jan 23, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 26,071 | 2,673 | 0.76% | 0.81% | 222 | -765 | -2.85% | Q4 2025 | Feb 17, 2026 |
| General Partner, Inc. | History | No change | 25,634 | 2,628 | 1.49% | 1.41% | 223 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 25,371 | 2,601 | 0.76% | 0.74% | 224 | +90 | 0.36% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 25,186 | 2,583 | 0.04% | 0.04% | 225 | -271 | -1.06% | Q4 2025 | Feb 09, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 25,057 | 2,569 | 0.84% | 0.85% | 226 | +13 | 0.05% | Q4 2025 | Feb 05, 2026 |
| GLENMEDE TRUST CO NA | History | New | 24,976 | 2,561 | 0.01% | — | 227 | +24,976 | New | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 24,681 | 2,530 | 0.04% | 0.04% | 228 | +1,306 | 5.59% | Q4 2025 | Feb 03, 2026 |
| Life Planning Partners, Inc | History | No change | 24,491 | 2,511 | 1.92% | 1.79% | 229 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 24,359 | 2,497 | 0.22% | 0.21% | 230 | +184 | 0.76% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 24,308 | 2,492 | 0.06% | 0.06% | 231 | -99 | -0.41% | Q4 2025 | Jan 28, 2026 |
| MATAURO, LLC | History | Added to | 24,268 | 2,488 | 0.37% | 0.38% | 232 | +340 | 1.42% | Q4 2025 | Jan 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 24,249 | 2,486 | 0.01% | 0.01% | 233 | +203 | 0.84% | Q4 2025 | Feb 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 24,218 | 2,483 | 0.15% | 0.16% | 234 | +269 | 1.12% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 24,201 | 2,481 | 0.01% | 0.01% | 235 | -26 | -0.11% | Q4 2025 | Feb 11, 2026 |
| Silver Lake Advisory, LLC | History | Added to | 23,951 | 2,455 | 0.95% | 0.92% | 236 | +721 | 3.1% | Q4 2025 | Jan 09, 2026 |
| MFA Wealth Services | History | Added to | 23,848 | 2,445 | 1.65% | 1.64% | 237 | +98 | 0.41% | Q4 2025 | Jan 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 23,651 | 2,425 | 0.03% | 0.04% | 238 | -954 | -3.88% | Q4 2025 | Feb 10, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 23,586 | 2,418 | 0.49% | 0.5% | 239 | -67 | -0.28% | Q4 2025 | Feb 03, 2026 |
| Brooklyn Investment Group | History | Added to | 23,341 | 2,414 | 0.11% | 0.09% | 240 | +16,539 | 243.15% | Q4 2025 | Feb 12, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 23,170 | 2,375 | 0.5% | 0.57% | 241 | +1,401 | 6.44% | Q4 2025 | Feb 13, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | New | 22,245 | 2,280 | 0.14% | — | 242 | +22,245 | New | Q4 2025 | Feb 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 22,016 | 2,257 | 0.25% | 0.25% | 243 | +40 | 0.18% | Q4 2025 | Feb 18, 2026 |
| Align Financial, LLC | History | New | 2,256 | 2,256 | 0.0% | — | 244 | +2,256 | New | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Added to | 21,771 | 2,232 | 0.05% | 0.05% | 245 | +311 | 1.45% | Q4 2025 | Jan 28, 2026 |
| Drake & Associates, LLC | History | Reduced | 21,651 | 2,220 | 0.44% | 0.5% | 246 | -2,266 | -9.47% | Q4 2025 | Feb 23, 2026 |
| XY Planning Network, Inc. | History | Reduced | 21,542 | 2,208 | 0.38% | 0.73% | 247 | -967 | -4.3% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 21,222 | 2,176 | 0.04% | 0.0% | 248 | +19,913 | 1521.24% | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 21,089 | 2,162 | 0.02% | 0.01% | 249 | +8,769 | 71.18% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 20,716 | 2,124 | 0.0% | 0.0% | 250 | -1,238 | -5.64% | Q4 2025 | Feb 13, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 20,721 | 2,124 | 0.38% | 0.37% | 251 | -24 | -0.12% | Q4 2025 | Jan 23, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 20,665 | 2,118 | 0.02% | 0.02% | 252 | -1,239 | -5.66% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 20,629 | 2,115 | 0.1% | 0.1% | 253 | +2,007 | 10.78% | Q4 2025 | Feb 05, 2026 |
| PFG Advisors | History | Reduced | 20,492 | 2,101 | 0.1% | 0.09% | 254 | -1,077 | -4.99% | Q4 2025 | Jan 27, 2026 |
| Next Capital Management LLC | History | Added to | 20,381 | 2,089 | 0.67% | 0.5% | 255 | +5,379 | 35.86% | Q4 2025 | Feb 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 20,378 | 2,089 | 0.02% | 0.03% | 256 | +1,151 | 5.99% | Q4 2025 | Feb 03, 2026 |
| Apollon Financial, LLC | History | Added to | 20,066 | 2,057 | 0.3% | 0.25% | 257 | +4,822 | 31.63% | Q4 2025 | Jan 22, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 19,732 | 2,023 | 0.15% | 0.16% | 258 | +12 | 0.06% | Q4 2025 | Jan 09, 2026 |
| Occidental Asset Management, LLC | History | Added to | 19,362 | 1,985 | 0.24% | 0.11% | 259 | +10,693 | 123.35% | Q4 2025 | Jan 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 19,094 | 1,957 | 0.0% | — | 260 | +19,094 | New | Q4 2025 | Feb 17, 2026 |
| TL Private Wealth | History | Reduced | 18,023 | 1,896 | 0.73% | 0.78% | 261 | -1,525 | -7.8% | Q4 2025 | Jan 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 18,102 | 1,856 | 0.1% | 0.12% | 262 | -1,166 | -6.05% | Q4 2025 | Jan 26, 2026 |
| Traub Capital Management LLC | History | Reduced | 17,117 | 1,755 | 1.69% | 1.75% | 263 | -613 | -3.46% | Q4 2025 | Jan 29, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 16,963 | 1,739 | 0.19% | 0.19% | 264 | -532 | -3.04% | Q4 2025 | Mar 03, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 16,624 | 1,704 | 0.36% | 0.46% | 265 | -942 | -5.36% | Q4 2025 | Feb 02, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 16,445 | 1,686 | 0.74% | 0.78% | 266 | -1,099 | -6.26% | Q4 2025 | Feb 05, 2026 |
| TriaGen Wealth Management LLC | History | No change | 16,387 | 1,680 | 0.43% | 0.43% | 267 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 16,232 | 1,664 | 0.56% | 0.57% | 268 | -328 | -1.98% | Q4 2025 | Jan 22, 2026 |
| CFO4Life Group, LLC | History | Added to | 15,506 | 1,589 | 0.23% | 0.22% | 269 | +83 | 0.54% | Q4 2025 | Feb 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 15,032 | 1,541 | 0.1% | 0.1% | 270 | +472 | 3.24% | Q4 2025 | Feb 11, 2026 |
| Soltis Investment Advisors LLC | History | New | 14,848 | 1,522 | 0.1% | — | 271 | +14,848 | New | Q4 2025 | Apr 02, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 14,692 | 1,506 | 0.26% | 0.27% | 272 | +162 | 1.11% | Q4 2025 | Jan 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 14,562 | 1,493 | 0.03% | 0.01% | 273 | +11,282 | 343.96% | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | Reduced | 14,242 | 1,460 | 0.02% | 0.02% | 274 | -389 | -2.66% | Q4 2025 | Feb 17, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 14,235 | 1,459 | 0.62% | 0.7% | 275 | -2,059 | -12.64% | Q4 2025 | Jan 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 13,914 | 1,426 | 0.01% | 0.01% | 276 | -140 | -1.0% | Q4 2025 | Feb 09, 2026 |
| Golden State Equity Partners | History | Reduced | 13,629 | 1,397 | 0.23% | 0.24% | 277 | -689 | -4.81% | Q4 2025 | Jan 29, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 13,598 | 1,394 | 0.51% | 0.98% | 278 | -13,091 | -49.05% | Q4 2025 | Jan 21, 2026 |
| Waverly Advisors, LLC | History | Added to | 13,581 | 1,392 | 0.01% | 0.01% | 279 | +246 | 1.84% | Q4 2025 | Feb 17, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 13,470 | 1,381 | 0.05% | 0.21% | 280 | -40,800 | -75.18% | Q4 2025 | Feb 13, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 13,464 | 1,380 | 0.63% | 2.75% | 281 | -47,192 | -77.8% | Q4 2025 | Feb 09, 2026 |
| Cambria Investment Management, L.P. | History | New | 13,449 | 1,379 | 0.08% | — | 282 | +13,449 | New | Q4 2025 | Feb 17, 2026 |
| Litman Gregory Wealth Management LLC | History | Added to | 13,253 | 1,358 | 0.1% | 0.1% | 283 | +100 | 0.76% | Q4 2025 | Feb 12, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 13,124 | 1,345 | 0.99% | 0.96% | 284 | +4 | 0.03% | Q4 2025 | Feb 12, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 13,093 | 1,342 | 0.31% | 0.31% | 285 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Added to | 13,061 | 1,339 | 0.45% | 0.47% | 286 | +8 | 0.06% | Q4 2025 | Jan 20, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 12,943 | 1,327 | 0.09% | 0.09% | 287 | -34 | -0.26% | Q4 2025 | Jan 20, 2026 |
| Wealthquest Corp | History | Reduced | 12,847 | 1,317 | 0.1% | 0.1% | 288 | -168 | -1.29% | Q4 2025 | Feb 09, 2026 |
| M Holdings Securities, Inc. | History | New | 12,816 | 1,314 | 0.09% | — | 289 | +12,816 | New | Q4 2025 | Feb 11, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 12,406 | 1,305 | 0.04% | 0.05% | 290 | -3,554 | -22.27% | Q4 2025 | Jan 23, 2026 |
| Carr Financial Group Corp | History | Added to | 12,567 | 1,288 | 0.34% | 0.34% | 291 | +67 | 0.54% | Q4 2025 | Jan 09, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 12,541 | 1,285 | 0.17% | 0.17% | 292 | +47 | 0.38% | Q4 2025 | Feb 05, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 12,495 | 1,281 | 0.1% | 0.05% | 293 | +4,854 | 63.53% | Q4 2025 | Jan 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 12,452 | 1,276 | 0.01% | 0.01% | 294 | -3,159 | -20.24% | Q4 2025 | Feb 18, 2026 |
| Prism Planning Partners LLC | History | New | 12,340 | 1,265 | 1.42% | — | 295 | +12,340 | New | Q4 2025 | Feb 11, 2026 |
| SYON CAPITAL LLC | History | Reduced | 12,317 | 1,262 | 0.06% | 0.07% | 296 | -21 | -0.17% | Q4 2025 | Feb 11, 2026 |
| One Day In July LLC | History | No change | 12,254 | 1,256 | 0.1% | 0.1% | 297 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Narus Financial Partners, LLC | History | Added to | 12,248 | 1,255 | 0.35% | 0.33% | 298 | +17 | 0.14% | Q4 2025 | Feb 09, 2026 |
| POTENTIA WEALTH | History | No change | 12,173 | 1,248 | 0.46% | 0.46% | 299 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NWAM LLC | History | Added to | 11,699 | 1,230 | 0.07% | 0.06% | 300 | +178 | 1.55% | Q4 2025 | Feb 04, 2026 |
| MLP3, LLC | History | New | 11,906 | 1,220 | 1.33% | — | 301 | +11,906 | New | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 11,882 | 1,218 | 0.0% | 0.0% | 302 | +2,618 | 28.26% | Q4 2025 | Feb 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 11,866 | 1,216 | 0.08% | 0.08% | 303 | -30 | -0.25% | Q4 2025 | Jan 26, 2026 |
| Brickley Wealth Management | History | No change | 11,806 | 1,210 | 0.2% | 0.21% | 304 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VestGen Advisors, LLC | History | Reduced | 11,395 | 1,168 | 0.05% | 0.08% | 305 | -14,089 | -55.29% | Q4 2025 | Feb 17, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 11,326 | 1,161 | 0.26% | 0.26% | 306 | +2 | 0.02% | Q4 2025 | Feb 11, 2026 |
| Argent Trust Co | History | No change | 10,940 | 1,121 | 0.04% | 0.04% | 307 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 10,815 | 1,108 | 0.28% | 0.12% | 308 | +6,315 | 140.33% | Q4 2025 | Jan 27, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 10,802 | 1,107 | 0.01% | 0.01% | 309 | -10,788 | -49.97% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 10,471 | 1,102 | 0.05% | 0.01% | 310 | +8,764 | 513.42% | Q4 2025 | Jan 21, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 10,744 | 1,101 | 0.01% | 0.01% | 311 | +1,204 | 12.62% | Q4 2025 | Feb 09, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 10,705 | 1,097 | 0.2% | 0.02% | 312 | +562 | 5.54% | Q4 2025 | Mar 04, 2026 |
| Bleakley Financial Group, LLC | History | New | 10,496 | 1,076 | 0.02% | — | 313 | +10,496 | New | Q4 2025 | Feb 09, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 10,451 | 1,071 | 0.29% | 0.31% | 314 | -323 | -3.0% | Q4 2025 | Feb 09, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 9,905 | 1,066 | 0.15% | 0.16% | 315 | +13 | 0.13% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 10,204 | 1,046 | 0.05% | 0.05% | 316 | +72 | 0.71% | Q4 2025 | Jan 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 10,182 | 1,044 | 0.01% | 0.01% | 317 | +965 | 10.47% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 10,061 | 1,031 | 0.06% | 0.06% | 318 | -46 | -0.46% | Q4 2025 | Jan 14, 2026 |
| Lansing Street Advisors | History | Reduced | 10,051 | 1,030 | 0.26% | 0.27% | 319 | -126 | -1.24% | Q4 2025 | Jan 26, 2026 |
| World Investment Advisors | History | Added to | 9,895 | 1,014 | 0.02% | 0.02% | 320 | +303 | 3.16% | Q4 2025 | Mar 12, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 9,715 | 996 | 0.49% | 0.5% | 321 | -17 | -0.17% | Q4 2025 | Jan 23, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 9,703 | 994 | 0.68% | 0.8% | 322 | -1,321 | -11.98% | Q4 2025 | Jan 27, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 9,599 | 984 | 0.25% | 0.26% | 323 | -134 | -1.38% | Q4 2025 | Feb 06, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 9,467 | 970 | 0.2% | 0.22% | 325 | -1,320 | -12.24% | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | No change | 9,461 | 970 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 9,344 | 958 | 0.08% | 0.09% | 326 | -1,399 | -13.02% | Q4 2025 | Feb 17, 2026 |
| Dentgroup LLC | History | Added to | 9,349 | 958 | 0.66% | 0.56% | 327 | +615 | 7.04% | Q4 2025 | Jan 28, 2026 |
| Richmond Investment Services, LLC | History | Added to | 9,305 | 954 | 0.16% | 0.13% | 328 | +2,211 | 31.17% | Q4 2025 | Feb 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 9,235 | 946 | 0.11% | 0.12% | 329 | -1,455 | -13.61% | Q4 2025 | Jan 22, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 9,150 | 939 | 0.73% | 0.76% | 330 | +19 | 0.21% | Q4 2025 | Feb 20, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 9,106 | 933 | 0.31% | 1.69% | 331 | -39,842 | -81.4% | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 8,902 | 912 | 0.03% | 0.04% | 332 | -511 | -5.43% | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 8,796 | 901 | 0.07% | 0.08% | 333 | -229 | -2.54% | Q4 2025 | Feb 04, 2026 |
| ERn Financial, LLC | History | Added to | 8,705 | 892 | 0.17% | 0.16% | 334 | +639 | 7.92% | Q4 2025 | Jan 15, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 8,605 | 882 | 0.38% | 0.54% | 335 | -7,929 | -47.96% | Q4 2025 | Jan 30, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 8,556 | 877 | 0.16% | 0.17% | 336 | +40 | 0.47% | Q4 2025 | Jan 30, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,539 | 875 | 0.01% | 0.0% | 337 | +1,836 | 27.39% | Q4 2025 | Jan 28, 2026 |
| Empirical Asset Management, LLC | History | No change | 8,315 | 852 | 0.24% | 0.23% | 338 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Patten Group, Inc. | History | Reduced | 8,291 | 850 | 0.16% | 0.18% | 339 | -939 | -10.17% | Q4 2025 | Jan 23, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 8,252 | 846 | 0.0% | 0.0% | 340 | -22 | -0.27% | Q4 2025 | Feb 13, 2026 |
| Riverwater Partners LLC | History | Added to | 8,248 | 845 | 0.33% | 0.15% | 341 | +4,699 | 132.4% | Q4 2025 | Feb 12, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 8,146 | 835 | 0.3% | 0.34% | 342 | -793 | -8.87% | Q4 2025 | Feb 06, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 8,113 | 831 | 0.13% | 0.16% | 343 | -1,382 | -14.56% | Q4 2025 | Jan 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 8,100 | 830 | 0.09% | 0.1% | 344 | -10 | -0.12% | Q4 2025 | Feb 17, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 8,056 | 826 | 0.7% | 0.69% | 345 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 7,955 | 815 | 0.24% | 0.2% | 346 | -394 | -4.72% | Q4 2025 | Jan 29, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 7,693 | 807 | 0.04% | — | 347 | +7,693 | New | Q4 2025 | Feb 03, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 7,870 | 806 | 0.01% | 0.01% | 348 | +686 | 9.55% | Q4 2025 | Feb 09, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 7,809 | 800 | 0.05% | 0.1% | 349 | -2,161 | -21.68% | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO | History | No change | 7,498 | 785 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 7,580 | 777 | 0.05% | 0.04% | 351 | +9 | 0.12% | Q4 2025 | Jan 29, 2026 |
| BESSEMER GROUP INC | History | Added to | 7,548 | 774 | 0.0% | 0.0% | 352 | +1,884 | 33.26% | Q4 2025 | Feb 05, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 7,491 | 768 | 0.58% | 0.6% | 353 | +40 | 0.54% | Q4 2025 | Jan 27, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 7,442 | 763 | 0.56% | 0.58% | 354 | -17 | -0.23% | Q4 2025 | Feb 17, 2026 |
| Berman McAleer LLC | History | Reduced | 7,308 | 749 | 0.1% | 0.11% | 355 | -461 | -5.93% | Q4 2025 | Feb 05, 2026 |
| CHOREO, LLC | History | Reduced | 7,177 | 741 | 0.01% | 0.01% | 356 | -1,994 | -21.74% | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 7,183 | 736 | 0.0% | 0.0% | 357 | -523 | -6.79% | Q4 2025 | Jan 29, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 7,174 | 735 | 0.22% | 0.23% | 358 | -44 | -0.61% | Q4 2025 | Feb 11, 2026 |
| Firestone Capital Management | History | No change | 6,942 | 711 | 0.15% | 0.15% | 359 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 6,940 | 711 | 0.03% | 0.04% | 360 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DGS Capital Management, LLC | History | Reduced | 6,891 | 706 | 0.12% | 0.13% | 361 | -75 | -1.08% | Q4 2025 | Feb 24, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 6,854 | 702 | 0.0% | 0.0% | 362 | -17 | -0.25% | Q4 2025 | Feb 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 6,804 | 697 | 0.03% | 0.03% | 363 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sachetta, LLC | History | Reduced | 6,766 | 693 | 0.38% | 0.39% | 364 | -3,748 | -35.65% | Q4 2025 | Feb 02, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 6,729 | 690 | 0.4% | 0.45% | 365 | -224 | -3.22% | Q4 2025 | Feb 09, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 6,727 | 689 | 0.2% | 0.2% | 366 | +25 | 0.37% | Q4 2025 | Feb 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 6,705 | 687 | 0.01% | 0.03% | 367 | -7,682 | -53.4% | Q4 2025 | Feb 19, 2026 |
| Waterloo Capital, L.P. | History | Added to | 6,654 | 682 | 0.05% | 0.05% | 368 | +1 | 0.02% | Q4 2025 | Feb 10, 2026 |
| Trust Point Inc. | History | No change | 6,600 | 676 | 0.05% | 0.05% | 369 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 6,516 | 668 | 0.36% | 0.36% | 370 | -38 | -0.58% | Q4 2025 | Feb 24, 2026 |
| Cambridge Financial Group, LLC | History | No change | 6,590 | 668 | 0.23% | 0.21% | 371 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| XML Financial, LLC | History | Added to | 6,410 | 657 | 0.05% | 0.05% | 372 | +253 | 4.11% | Q4 2025 | Feb 11, 2026 |
| Retirement Management Systems Inc. | History | New | 6,360 | 652 | 0.17% | — | 373 | +6,360 | New | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,271 | 643 | 0.01% | 0.01% | 374 | -165 | -2.56% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,256 | 641 | 0.04% | 0.04% | 375 | +123 | 2.01% | Q4 2025 | Feb 10, 2026 |
| Cascade Financial Partners, LLC | History | No change | 6,233 | 639 | 0.06% | 0.07% | 376 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | New | 6,214 | 637 | 0.02% | — | 377 | +6,214 | New | Q4 2025 | Feb 13, 2026 |
| RDA Financial Network | History | Reduced | 6,186 | 634 | 0.15% | 0.87% | 378 | -29,301 | -82.57% | Q4 2025 | Jan 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 6,057 | 621 | 0.01% | 0.01% | 379 | -248 | -3.93% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 6,016 | 616 | 0.04% | 0.04% | 380 | -37 | -0.61% | Q4 2025 | Jan 23, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 5,971 | 612 | 0.07% | 0.08% | 381 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 5,953 | 610 | 0.0% | 0.0% | 382 | +5,476 | 1148.01% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 5,933 | 608 | 0.01% | — | 383 | +5,933 | New | Q4 2025 | Feb 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 5,915 | 607 | 0.08% | 0.08% | 384 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Annex Advisory Services, LLC | History | Added to | 5,883 | 603 | 0.01% | 0.01% | 385 | +17 | 0.29% | Q4 2025 | Jan 26, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 5,836 | 598 | 0.44% | 0.47% | 386 | -147 | -2.46% | Q4 2025 | Feb 05, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Added to | 5,828 | 597 | 0.11% | 0.09% | 387 | +326 | 5.93% | Q4 2025 | Feb 10, 2026 |
| Essex Bank | History | No change | 5,824 | 597 | 0.13% | 0.13% | 388 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | Reduced | 5,793 | 594 | 0.0% | 0.0% | 389 | -328 | -5.36% | Q4 2025 | Feb 13, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 5,792 | 593 | 0.05% | 0.05% | 390 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 5,767 | 591 | 0.01% | 0.02% | 391 | -3,710 | -39.15% | Q4 2025 | Jan 16, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 5,721 | 586 | 0.03% | — | 392 | +5,721 | New | Q4 2025 | Feb 11, 2026 |
| USA FINANCIAL FORMULAS | History | New | 5,672 | 581 | 0.11% | — | 393 | +5,672 | New | Q4 2025 | Jan 14, 2026 |
| Dynamic Financial Group | History | Reduced | 5,672 | 581 | 0.5% | 0.5% | 395 | -139 | -2.39% | Q4 2025 | Jan 26, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 5,673 | 581 | 0.13% | 0.14% | 394 | +96 | 1.72% | Q4 2025 | Feb 05, 2026 |
| Ketron Financial | History | New | 5,598 | 574 | 0.19% | — | 396 | +5,598 | New | Q4 2025 | Feb 24, 2026 |
| StoneX Group Inc. | History | Added to | 5,535 | 567 | 0.02% | 0.02% | 397 | +1,624 | 41.52% | Q4 2025 | Feb 12, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 5,505 | 564 | 0.17% | 0.17% | 398 | +2 | 0.04% | Q4 2025 | Jan 28, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 5,500 | 563 | 0.01% | 0.01% | 399 | +90 | 1.66% | Q4 2025 | Feb 04, 2026 |
| BROWN ADVISORY INC | History | Reduced | 5,449 | 558 | 0.0% | 0.0% | 400 | -250 | -4.39% | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,390 | 552 | 0.02% | 0.02% | 401 | +633 | 13.31% | Q4 2025 | Feb 04, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 5,389 | 552 | 0.09% | 0.09% | 403 | +117 | 2.22% | Q4 2025 | Feb 17, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 5,385 | 552 | 0.04% | 0.04% | 402 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 5,357 | 549 | 0.01% | 0.01% | 404 | +230 | 4.49% | Q4 2025 | Jan 21, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 5,288 | 542 | 0.25% | 0.25% | 405 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Pathstone Holdings, LLC | History | New | 5,282 | 541 | 0.0% | — | 406 | +5,282 | New | Q4 2025 | Feb 13, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 5,274 | 540 | 0.1% | 0.1% | 407 | -149 | -2.75% | Q4 2025 | Jan 13, 2026 |
| AWM CAPITAL, LLC | History | Added to | 5,263 | 539 | 0.05% | 0.05% | 408 | +26 | 0.5% | Q4 2025 | Feb 17, 2026 |
| Braeburn Wealth Management LLC | History | New | 5,256 | 538 | 0.27% | — | 409 | +5,256 | New | Q4 2025 | Feb 18, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 5,241 | 537 | 0.03% | 0.04% | 410 | -895 | -14.59% | Q4 2025 | Jan 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 5,236 | 536 | 0.0% | 0.0% | 411 | -1,106 | -17.44% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 5,331 | 535 | 0.0% | 0.0% | 412 | +755 | 16.5% | Q4 2025 | Feb 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 5,210 | 534 | 0.03% | 0.03% | 413 | +8 | 0.15% | Q4 2025 | Jan 07, 2026 |
| Inspire Advisors, LLC | History | Added to | 5,206 | 533 | 0.05% | 0.04% | 414 | +1,494 | 40.25% | Q4 2025 | Feb 13, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 4,940 | 531 | 0.16% | 0.16% | 415 | +26 | 0.53% | Q4 2025 | Feb 13, 2026 |
| BTC Capital Management, Inc. | History | No change | 5,140 | 527 | 0.04% | 0.04% | 416 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Boreal Capital Management LLC | History | No change | 5,143 | 527 | 0.4% | 0.41% | 417 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GWN SECURITIES INC. | History | Reduced | 5,135 | 526 | 0.11% | 0.12% | 418 | -67 | -1.29% | Q4 2025 | Feb 11, 2026 |
| Fortis Advisors, LLC | History | Added to | 5,051 | 517 | 0.28% | 0.28% | 419 | +27 | 0.54% | Q4 2025 | Feb 10, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 5,013 | 514 | 0.01% | 0.01% | 420 | -80 | -1.57% | Q4 2025 | Feb 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 4,999 | 512 | 0.17% | 0.16% | 421 | -193 | -3.72% | Q4 2025 | Jan 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 4,883 | 500 | 0.04% | 0.04% | 422 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SYM FINANCIAL Corp | History | Added to | 4,862 | 498 | 0.05% | 0.05% | 423 | +172 | 3.67% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,861 | 498 | 0.01% | 0.01% | 425 | +101 | 2.12% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 4,761 | 498 | 0.01% | 0.01% | 424 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 4,772 | 494 | 0.05% | 0.05% | 426 | +139 | 3.0% | Q4 2025 | Jan 12, 2026 |
| Stone House Investment Management, LLC | History | Added to | 4,803 | 492 | 0.08% | 0.07% | 427 | +555 | 13.06% | Q4 2025 | Jan 21, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 4,728 | 484 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 4,690 | 480 | 0.04% | 0.04% | 430 | +416 | 9.73% | Q4 2025 | Feb 06, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 4,689 | 480 | 0.02% | 0.01% | 429 | +78 | 1.69% | Q4 2025 | Jan 30, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 4,642 | 475 | 0.1% | 0.11% | 431 | -400 | -7.93% | Q4 2025 | Feb 04, 2026 |
| Burk Holdings LLC | History | No change | 4,621 | 473 | 0.23% | 0.25% | 432 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 4,594 | 471 | 0.23% | 0.22% | 433 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 4,589 | 470 | 0.11% | — | 435 | +4,589 | New | Q4 2025 | Feb 02, 2026 |
| CIM, LLC | History | Added to | 4,590 | 470 | 0.06% | 0.06% | 434 | +73 | 1.62% | Q4 2025 | Feb 18, 2026 |
| Clark Asset Management, LLC | History | New | 4,564 | 467 | 0.05% | — | 436 | +4,564 | New | Q4 2025 | Jan 27, 2026 |
| Cutler Capital Management, LLC | History | No change | 4,550 | 466 | 0.14% | 0.14% | 437 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Choate Investment Advisors | History | No change | 4,500 | 461 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 4,480 | 459 | 0.21% | — | 439 | +4,480 | New | Q4 2025 | Feb 06, 2026 |
| VANGUARD GROUP INC | History | Added to | 4,452 | 456 | 0.0% | 0.0% | 440 | +971 | 27.89% | Q4 2025 | Jan 29, 2026 |
| NORDEN GROUP LLC | History | No change | 4,422 | 453 | 0.04% | 0.04% | 441 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Invariant Investment Management | History | New | 4,298 | 452 | 0.29% | — | 442 | +4,298 | New | Q4 2025 | Jan 26, 2026 |
| Vise Technologies, Inc. | History | New | 4,401 | 451 | 0.01% | — | 443 | +4,401 | New | Q4 2025 | Feb 11, 2026 |
| Vigil Wealth Management, LLC | History | New | 4,382 | 449 | 0.37% | — | 445 | +4,382 | New | Q4 2025 | Feb 10, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 4,388 | 449 | 0.12% | 0.13% | 444 | -300 | -6.4% | Q4 2025 | Jan 23, 2026 |
| Americana Partners, LLC | History | Reduced | 4,376 | 448 | 0.01% | 0.01% | 447 | -192 | -4.2% | Q4 2025 | Feb 06, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 4,377 | 448 | 0.04% | 0.04% | 446 | +6 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 4,341 | 445 | 0.06% | 0.06% | 448 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 4,330 | 443 | 0.06% | 0.07% | 449 | -441 | -9.24% | Q4 2025 | Jan 15, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 4,304 | 441 | 0.09% | 0.09% | 450 | -44 | -1.01% | Q4 2025 | Jan 16, 2026 |
| Bellecapital International Ltd. | History | No change | 4,291 | 439 | 0.08% | 0.07% | 451 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 4,273 | 438 | 0.0% | 0.0% | 452 | +1,387 | 48.06% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Added to | 4,261 | 436 | 0.0% | 0.0% | 453 | +1,881 | 79.03% | Q4 2025 | Feb 09, 2026 |
| Indivisible Partners | History | New | 4,242 | 435 | 0.05% | — | 454 | +4,242 | New | Q4 2025 | Feb 03, 2026 |
| TFR Capital, LLC. | History | No change | 4,217 | 432 | 0.14% | 0.14% | 455 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 4,208 | 431 | 0.08% | 0.08% | 456 | +15 | 0.36% | Q4 2025 | Feb 02, 2026 |
| American Trust | History | Reduced | 4,166 | 427 | 0.04% | 0.04% | 457 | -601 | -12.61% | Q4 2025 | Feb 17, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 4,147 | 425 | 0.17% | 0.18% | 458 | +9 | 0.22% | Q4 2025 | Feb 03, 2026 |
| COFG Advisors, LLC | History | New | 4,134 | 423 | 0.1% | — | 460 | +4,134 | New | Q4 2025 | Feb 10, 2026 |
| Claro Advisors Inc. | History | Added to | 4,132 | 423 | 0.06% | 0.06% | 459 | +18 | 0.44% | Q4 2025 | Feb 17, 2026 |
| Zhang Financial LLC | History | New | 4,121 | 422 | 0.02% | — | 461 | +4,121 | New | Q4 2025 | Feb 10, 2026 |
| BIP Wealth, LLC | History | Added to | 4,109 | 421 | 0.01% | 0.02% | 463 | +1 | 0.02% | Q4 2025 | Jan 21, 2026 |
| WESBANCO BANK INC | History | No change | 4,112 | 421 | 0.01% | 0.01% | 462 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 4,070 | 417 | 0.02% | 0.02% | 464 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Csenge Advisory Group | History | Added to | 4,051 | 415 | 0.02% | 0.02% | 465 | +15 | 0.37% | Q4 2025 | Feb 06, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 4,036 | 413 | 0.01% | 0.01% | 466 | -29 | -0.71% | Q4 2025 | Feb 05, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 4,004 | 410 | 0.1% | 0.17% | 468 | -3,644 | -47.65% | Q4 2025 | Jan 08, 2026 |
| Beck Bode, LLC | History | Reduced | 4,008 | 410 | 0.07% | 0.08% | 467 | -1,119 | -21.83% | Q4 2025 | Feb 09, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 3,976 | 407 | 0.04% | 0.05% | 469 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 3,966 | 406 | 0.23% | — | 470 | +3,966 | New | Q4 2025 | Jan 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,941 | 404 | 0.0% | 0.0% | 471 | -67 | -1.67% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 3,914 | 401 | 0.01% | 0.01% | 472 | +713 | 22.27% | Q4 2025 | Feb 06, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 3,919 | 401 | 0.03% | 0.03% | 473 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| United Advisor Group, LLC | History | Added to | 3,910 | 400 | 0.05% | 0.05% | 474 | +79 | 2.06% | Q4 2025 | Jan 26, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 3,893 | 399 | 0.05% | 0.05% | 475 | +21 | 0.54% | Q4 2025 | Jan 29, 2026 |
| Global Assets Advisory, LLC | History | No change | 3,888 | 398 | 0.11% | 0.12% | 476 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Peak Retirement Planning, Inc. | History | Reduced | 3,832 | 392 | 0.09% | 0.13% | 479 | -840 | -17.98% | Q4 2025 | Feb 10, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 3,823 | 392 | 0.04% | 0.04% | 477 | +29 | 0.76% | Q4 2025 | Feb 13, 2026 |
| Collier Financial | History | Added to | 3,825 | 392 | 0.29% | 0.29% | 478 | +29 | 0.76% | Q4 2025 | Feb 12, 2026 |
| Bank of Marin | History | No change | 3,820 | 391 | 0.27% | 0.27% | 480 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 3,811 | 390 | 0.02% | 0.03% | 481 | -415 | -9.82% | Q4 2025 | Jan 28, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 3,792 | 388 | 0.16% | 0.17% | 482 | -13 | -0.34% | Q4 2025 | Jan 07, 2026 |
| FF Advisors,LLC | History | No change | 3,772 | 386 | 0.17% | 0.18% | 483 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 3,697 | 379 | 0.19% | 0.19% | 484 | -19 | -0.51% | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | No change | 3,703 | 379 | 0.03% | 0.03% | 485 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Colonial Trust Co / SC | History | No change | 3,689 | 378 | 0.05% | 0.05% | 486 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 3,684 | 377 | 0.01% | 0.01% | 488 | -2 | -0.05% | Q4 2025 | Feb 17, 2026 |
| First National Bank of Hutchinson | History | No change | 3,682 | 377 | 0.22% | 0.19% | 487 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,670 | 376 | 0.0% | 0.0% | 489 | -58 | -1.56% | Q4 2025 | Feb 02, 2026 |
| eCIO, Inc. | History | New | 3,657 | 374 | 0.17% | — | 490 | +3,657 | New | Q4 2025 | Jan 20, 2026 |
| Redwood Financial Network Corp | History | Added to | 3,636 | 372 | 0.24% | 0.16% | 491 | +1,087 | 42.64% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,600 | 369 | 0.0% | 0.0% | 492 | -8,295 | -69.74% | Q4 2025 | Feb 17, 2026 |
| Intrua Financial, LLC | History | Added to | 3,580 | 367 | 0.04% | 0.04% | 493 | +183 | 5.39% | Q4 2025 | Feb 05, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 3,589 | 367 | 0.16% | 0.15% | 494 | +5 | 0.14% | Q4 2025 | Jan 22, 2026 |
| TRUST CO OF VERMONT | History | Added to | 3,573 | 366 | 0.02% | 0.01% | 495 | +2,042 | 133.38% | Q4 2025 | Jan 16, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 3,579 | 366 | 0.02% | 0.02% | 496 | +3 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 3,564 | 365 | 0.01% | 0.01% | 498 | +1,296 | 57.14% | Q4 2025 | Jan 20, 2026 |
| Front Row Advisors LLC | History | No change | 3,560 | 365 | 0.12% | 0.12% | 497 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 3,555 | 364 | 0.03% | 0.03% | 499 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 3,523 | 361 | 0.02% | 0.01% | 500 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 3,493 | 358 | 0.08% | 0.12% | 501 | -153 | -4.2% | Q4 2025 | Feb 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 3,487 | 357 | 0.04% | 0.04% | 502 | +7 | 0.2% | Q4 2025 | Jan 20, 2026 |
| RFG Advisory, LLC | History | Added to | 3,488 | 357 | 0.01% | 0.01% | 503 | +1 | 0.03% | Q4 2025 | Feb 03, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 3,470 | 355 | 0.15% | 0.16% | 504 | +2 | 0.06% | Q4 2025 | Jan 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 3,434 | 352 | 0.0% | 0.0% | 505 | -350 | -9.25% | Q4 2025 | Feb 12, 2026 |
| McAdam, LLC | History | Added to | 3,437 | 352 | 0.02% | 0.02% | 506 | +80 | 2.38% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 3,371 | 345 | 0.0% | 0.0% | 507 | -578 | -14.64% | Q4 2025 | Feb 10, 2026 |
| Carnegie Investment Counsel | History | No change | 3,368 | 345 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 3,361 | 344 | 0.12% | 0.13% | 509 | -179 | -5.06% | Q4 2025 | Jan 27, 2026 |
| Aerodigm Wealth, LLC | History | No change | 3,320 | 340 | 0.12% | 0.14% | 510 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 3,315 | 339 | 0.04% | 0.04% | 511 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Added to | 3,248 | 333 | 0.01% | 0.01% | 512 | +17 | 0.53% | Q4 2025 | Feb 02, 2026 |
| TritonPoint Partners, LLC | History | New | 3,225 | 330 | 0.18% | — | 514 | +3,225 | New | Q4 2025 | Feb 13, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 3,226 | 330 | 0.06% | 0.07% | 513 | -209 | -6.08% | Q4 2025 | Feb 04, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 3,210 | 329 | 0.02% | 0.02% | 515 | -50 | -1.53% | Q4 2025 | Feb 03, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 3,214 | 329 | 0.14% | 0.15% | 517 | -16 | -0.5% | Q4 2025 | Jan 30, 2026 |
| Heritage Wealth Management, Inc./Texas | History | No change | 3,214 | 329 | 0.14% | 0.14% | 516 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CPA Asset Management Group, LLC | History | No change | 3,180 | 326 | 0.11% | 0.12% | 518 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Greenspring Advisors, LLC | History | New | 3,173 | 325 | 0.02% | — | 520 | +3,173 | New | Q4 2025 | Feb 10, 2026 |
| Clifford Group, LLC | History | Reduced | 3,178 | 325 | 0.25% | 0.3% | 521 | -641 | -16.78% | Q4 2025 | Feb 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 3,179 | 325 | 0.02% | 0.03% | 519 | -52 | -1.61% | Q4 2025 | Feb 04, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | No change | 3,150 | 323 | 0.18% | 0.14% | 522 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 3,136 | 321 | 0.01% | 0.01% | 523 | +276 | 9.65% | Q4 2025 | Jan 07, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 3,123 | 320 | 0.01% | 0.01% | 524 | +2 | 0.06% | Q4 2025 | Feb 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,124 | 320 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 3,113 | 319 | 0.02% | 0.04% | 526 | -2,908 | -48.3% | Q4 2025 | Feb 18, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 3,095 | 317 | 0.05% | 0.05% | 527 | +12 | 0.39% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 3,087 | 316 | 0.03% | 0.04% | 528 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | New | 3,080 | 315 | 0.0% | — | 529 | +3,080 | New | Q4 2025 | Jan 15, 2026 |
| LongView Wealth Management | History | No change | 3,004 | 315 | 0.08% | 0.08% | 530 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Summit Investment Advisory Services, LLC | History | New | 3,063 | 314 | 0.12% | — | 531 | +3,063 | New | Q4 2025 | Feb 04, 2026 |
| Bank OZK | History | Added to | 3,059 | 313 | 0.11% | 0.1% | 532 | +150 | 5.16% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,039 | 311 | 0.04% | — | 533 | +3,039 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 3,032 | 310 | 0.0% | 0.0% | 534 | +139 | 4.8% | Q4 2025 | Jan 23, 2026 |
| Asset Dedication, LLC | History | No change | 3,029 | 310 | 0.02% | 0.02% | 535 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,971 | 306 | 0.02% | 0.28% | 536 | -34,156 | -92.0% | Q4 2025 | Jan 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,959 | 303 | 0.0% | 0.0% | 538 | -1,308 | -30.65% | Q4 2025 | Jan 26, 2026 |
| Compass Ion Advisors, LLC | History | No change | 2,960 | 303 | 0.03% | 0.03% | 537 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sovran Advisors, LLC | History | Added to | 2,852 | 300 | 0.03% | 0.02% | 539 | +177 | 6.62% | Q4 2025 | Jan 20, 2026 |
| Summit Trail Advisors, LLC | History | No change | 2,923 | 299 | 0.01% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fielder Capital Group LLC | History | Reduced | 2,915 | 298 | 0.06% | 0.09% | 542 | -981 | -25.18% | Q4 2025 | Feb 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 2,909 | 298 | 0.02% | 0.02% | 541 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Atala Financial Inc | History | No change | 2,894 | 296 | 0.19% | 0.18% | 543 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Legacy Financial Group LLC | History | Reduced | 2,713 | 290 | 0.04% | 0.04% | 544 | -616 | -18.5% | Q4 2025 | Feb 05, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 2,831 | 290 | 0.08% | 0.08% | 545 | +14 | 0.5% | Q4 2025 | Jan 14, 2026 |
| Heritage Family Offices, LLP | History | No change | 2,832 | 290 | 0.13% | 0.13% | 546 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,828 | 289 | 0.0% | 0.0% | 547 | -244 | -7.94% | Q4 2025 | Feb 06, 2026 |
| KWB Wealth | History | Added to | 2,817 | 288 | 0.03% | 0.03% | 549 | +209 | 8.01% | Q4 2025 | Jan 12, 2026 |
| Hilltop Holdings Inc. | History | Added to | 2,814 | 288 | 0.02% | 0.01% | 548 | +11 | 0.39% | Q4 2025 | Feb 17, 2026 |
| Roxbury Financial LLC | History | Reduced | 2,808 | 287 | 0.26% | 0.27% | 551 | -80 | -2.77% | Q4 2025 | Jan 05, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 2,800 | 287 | 0.05% | 0.05% | 550 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 2,720 | 278 | 0.01% | 0.01% | 553 | -24 | -0.87% | Q4 2025 | Jan 12, 2026 |
| Weaver Consulting Group | History | No change | 2,720 | 278 | 0.07% | 0.07% | 552 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| McIlrath & Eck, LLC | History | Added to | 2,683 | 275 | 0.03% | 0.03% | 554 | +14 | 0.52% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 2,677 | 274 | 0.01% | 0.01% | 556 | +145 | 5.73% | Q4 2025 | Jan 14, 2026 |
| HEADINVEST, LLC | History | No change | 2,673 | 274 | 0.05% | 0.06% | 555 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 2,666 | 273 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Joule Financial, LLC | History | Reduced | 2,657 | 272 | 0.08% | 0.08% | 559 | -40 | -1.48% | Q4 2025 | Jan 20, 2026 |
| Greenhouse Wealth Management, LLC | History | No change | 2,661 | 272 | 0.16% | 0.16% | 558 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Prospect Financial Services LLC | History | New | 2,627 | 269 | 0.15% | — | 561 | +2,627 | New | Q4 2025 | Feb 06, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 2,626 | 269 | 0.03% | 0.03% | 560 | -229 | -8.02% | Q4 2025 | Jan 23, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 2,614 | 268 | 0.06% | 0.06% | 563 | -103 | -3.79% | Q4 2025 | Jan 05, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 2,620 | 268 | 0.01% | 0.01% | 562 | +1 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Klingman & Associates, LLC | History | No change | 2,607 | 267 | 0.01% | 0.01% | 564 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Elevation Wealth Management LLC | History | New | 2,551 | 261 | 0.25% | — | 565 | +2,551 | New | Q4 2025 | Feb 12, 2026 |
| Oak Asset Management, LLC | History | Added to | 2,525 | 258 | 0.09% | 0.09% | 566 | +14 | 0.56% | Q4 2025 | Jan 14, 2026 |
| Francis Financial, Inc. | History | No change | 2,519 | 258 | 0.05% | 0.04% | 567 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 2,514 | 257 | 0.1% | 0.1% | 568 | +14 | 0.56% | Q4 2025 | Jan 20, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 2,493 | 255 | 0.03% | — | 570 | +2,493 | New | Q4 2025 | Feb 04, 2026 |
| North Star Investment Management Corp. | History | Added to | 2,488 | 255 | 0.02% | 0.02% | 569 | +2 | 0.08% | Q4 2025 | Jan 30, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 2,476 | 253 | 0.16% | 0.16% | 571 | +13 | 0.53% | Q4 2025 | Feb 05, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 2,448 | 250 | 0.07% | 0.07% | 572 | +55 | 2.3% | Q4 2025 | Jan 27, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 2,410 | 247 | 0.17% | 0.16% | 573 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 2,376 | 243 | 0.05% | 0.05% | 574 | +13 | 0.55% | Q4 2025 | Feb 02, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 2,345 | 240 | 0.06% | 0.06% | 575 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 2,331 | 239 | 0.03% | 0.04% | 576 | -244 | -9.48% | Q4 2025 | Feb 06, 2026 |
| Operose Advisors LLC | History | Added to | 2,322 | 238 | 0.06% | 0.06% | 577 | +30 | 1.31% | Q4 2025 | Feb 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 2,313 | 237 | 0.01% | 0.01% | 578 | +183 | 8.59% | Q4 2025 | Feb 13, 2026 |
| Legacy Advisors, LLC | History | New | 2,311 | 236 | 0.03% | — | 579 | +2,311 | New | Q4 2025 | Jan 27, 2026 |
| Falcon Wealth Planning | History | Reduced | 2,305 | 236 | 0.02% | 0.02% | 580 | -59 | -2.5% | Q4 2025 | Feb 03, 2026 |
| Continuum Advisory, LLC | History | New | 2,291 | 234 | 0.02% | — | 581 | +2,291 | New | Q4 2025 | Feb 11, 2026 |
| Empower Advisory Group, LLC | History | New | 2,277 | 233 | 0.0% | — | 582 | +2,277 | New | Q4 2025 | Feb 12, 2026 |
| Pallas Capital Advisors LLC | History | New | 2,265 | 232 | 0.01% | — | 583 | +2,265 | New | Q4 2025 | Jan 14, 2026 |
| Plum Street Advisors, LLC | History | Added to | 2,255 | 231 | 0.08% | 0.08% | 587 | +196 | 9.52% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 2,259 | 231 | 0.0% | 0.0% | 584 | -128 | -5.36% | Q4 2025 | Feb 13, 2026 |
| Trilogy Capital Inc. | History | Reduced | 2,256 | 231 | 0.01% | 0.01% | 585 | -21 | -0.92% | Q4 2025 | Jan 22, 2026 |
| Accel Wealth Management | History | No change | 2,253 | 231 | 0.06% | 0.07% | 586 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Key FInancial Inc | History | Reduced | 2,244 | 230 | 0.04% | 0.04% | 588 | -98 | -4.18% | Q4 2025 | Feb 09, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 2,231 | 228 | 0.02% | 0.03% | 590 | -2,064 | -48.06% | Q4 2025 | Feb 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 2,231 | 228 | 0.0% | 0.0% | 589 | -38 | -1.67% | Q4 2025 | Jan 12, 2026 |
| Visionary Wealth Advisors | History | No change | 2,222 | 227 | 0.01% | 0.01% | 591 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 2,210 | 226 | 0.11% | 0.12% | 592 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 2,197 | 225 | 0.0% | — | 593 | +2,197 | New | Q4 2025 | Feb 13, 2026 |
| Wilkinson Global Asset Management LLC | History | New | 2,190 | 224 | 0.02% | — | 596 | +2,190 | New | Q4 2025 | Feb 11, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 2,186 | 224 | 0.03% | 0.03% | 594 | +11 | 0.51% | Q4 2025 | Feb 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 2,221 | 224 | 0.02% | 0.02% | 595 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Added to | 2,182 | 223 | 0.01% | 0.01% | 599 | +693 | 46.54% | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 2,160 | 223 | 0.0% | 0.0% | 597 | -521 | -19.43% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 2,183 | 223 | 0.1% | 0.1% | 598 | +2 | 0.09% | Q4 2025 | Feb 17, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 2,169 | 222 | 0.08% | 0.09% | 600 | -45 | -2.03% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,151 | 220 | 0.01% | 0.0% | 601 | +1,184 | 122.44% | Q4 2025 | Feb 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 2,151 | 220 | 0.01% | 0.01% | 602 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Watchman Group, Inc. | History | No change | 2,138 | 219 | 0.05% | 0.05% | 603 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Verum Partners LLC | History | Reduced | 2,105 | 215 | 0.04% | 0.05% | 607 | -29 | -1.36% | Q4 2025 | Jan 14, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 2,105 | 215 | 0.03% | 0.03% | 604 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Gibson Capital, LLC | History | No change | 2,106 | 215 | 0.04% | 0.04% | 605 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Fiduciary Group, LLC | History | No change | 2,100 | 215 | 0.02% | 0.02% | 606 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 2,078 | 213 | 0.0% | 0.0% | 608 | +37 | 1.81% | Q4 2025 | Jan 22, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 2,084 | 213 | 0.04% | 0.04% | 609 | +11 | 0.53% | Q4 2025 | Feb 02, 2026 |
| Kovack Advisors, Inc. | History | New | 2,061 | 211 | 0.01% | — | 611 | +2,061 | New | Q4 2025 | Feb 17, 2026 |
| Oxbow Advisors, LLC | History | No change | 2,061 | 211 | 0.02% | 0.02% | 610 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Values Added Financial LLC | History | No change | 2,031 | 208 | 0.09% | 0.09% | 612 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Proficio Capital Partners LLC | History | No change | 2,022 | 207 | 0.01% | 0.01% | 613 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NorthRock Partners, LLC | History | Reduced | 2,011 | 206 | 0.0% | 0.0% | 615 | -525 | -20.7% | Q4 2025 | Feb 17, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 2,017 | 206 | 0.08% | 0.08% | 616 | +11 | 0.55% | Q4 2025 | Jan 08, 2026 |
| Calamos Wealth Management LLC | History | No change | 2,013 | 206 | 0.01% | 0.01% | 614 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Marble Harbor Investment Counsel, LLC | History | New | 2,000 | 205 | 0.02% | — | 617 | +2,000 | New | Q4 2025 | Feb 06, 2026 |
| Discipline Wealth Solutions, LLC | History | New | 2,000 | 205 | 0.04% | — | 619 | +2,000 | New | Q4 2025 | Jan 26, 2026 |
| MCF Advisors LLC | History | No change | 2,008 | 205 | 0.01% | 0.01% | 618 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 1,993 | 204 | 0.01% | — | 620 | +1,993 | New | Q4 2025 | Jan 29, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | New | 1,983 | 203 | 0.04% | — | 621 | +1,983 | New | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,975 | 202 | 0.0% | — | 622 | +1,975 | New | Q4 2025 | Feb 13, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | New | 1,973 | 202 | 0.14% | — | 623 | +1,973 | New | Q4 2025 | Feb 05, 2026 |
| Krilogy Financial LLC | History | New | 1,928 | 202 | 0.01% | — | 624 | +1,928 | New | Q4 2025 | Jan 27, 2026 |
| Headland Capital, LLC | History | New | 1,968 | 201 | 0.06% | — | 625 | +1,968 | New | Q4 2025 | Jan 28, 2026 |
| Three Magnolias Financial Advisors, LLC | History | New | 1,960 | 201 | 0.12% | — | 626 | +1,960 | New | Q4 2025 | Jan 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,856 | 190 | 0.01% | 0.02% | 627 | -248 | -11.79% | Q4 2025 | Feb 03, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 1,849 | 189 | 0.07% | 0.08% | 628 | -262 | -12.41% | Q4 2025 | Feb 04, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,761 | 180 | 0.05% | 0.05% | 630 | +9 | 0.51% | Q4 2025 | Jan 28, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 1,759 | 180 | 0.07% | 0.07% | 629 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WealthShield Partners, LLC | History | No change | 1,750 | 179 | 0.02% | 0.02% | 631 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 1,744 | 178 | 0.09% | 0.1% | 632 | +9 | 0.52% | Q4 2025 | Jan 16, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 1,705 | 174 | 0.2% | 0.2% | 633 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CURIO WEALTH, LLC | History | No change | 1,674 | 173 | 0.06% | 0.07% | 634 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,603 | 165 | 0.01% | 0.0% | 636 | +1,032 | 180.74% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,614 | 165 | 0.0% | 0.0% | 635 | -45 | -2.71% | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 1,559 | 159 | 0.16% | — | 637 | +1,559 | New | Q4 2025 | Feb 19, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,531 | 156 | 0.01% | 0.01% | 638 | -539 | -26.04% | Q4 2025 | Jan 13, 2026 |
| Hoese & Co LLP | History | New | 1,500 | 153 | 0.11% | — | 639 | +1,500 | New | Q4 2025 | Jan 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,490 | 152 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Avion Wealth | History | Reduced | 1,441 | 147 | 0.03% | 0.03% | 641 | -58 | -3.87% | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,405 | 144 | 0.0% | 0.0% | 642 | -101 | -6.71% | Q4 2025 | Feb 17, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 1,329 | 136 | 0.01% | 0.0% | 643 | +100 | 8.14% | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,318 | 135 | 0.0% | 0.01% | 645 | -1,055 | -44.46% | Q4 2025 | Feb 11, 2026 |
| TD Capital Management LLC | History | No change | 1,325 | 135 | 0.01% | 0.01% | 644 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 1,295 | 132 | 0.05% | 0.03% | 646 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 1,228 | 125 | 0.0% | 0.0% | 647 | -151 | -10.95% | Q4 2025 | Feb 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,171 | 120 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,173 | 120 | 0.01% | 0.01% | 649 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,169 | 119 | 0.02% | 0.1% | 650 | -16,592 | -93.42% | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 1,147 | 117 | 0.01% | 0.01% | 651 | -1 | -0.09% | Q4 2025 | Feb 26, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,138 | 116 | 0.07% | 0.08% | 652 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,119 | 114 | 0.02% | 0.02% | 653 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,084 | 111 | 0.01% | 0.01% | 654 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ankerstar Wealth, LLC | History | New | 1,081 | 110 | 0.11% | — | 656 | +1,081 | New | Q4 2025 | Feb 12, 2026 |
| Stephens Consulting, LLC | History | No change | 1,082 | 110 | 0.04% | 0.04% | 655 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,055 | 108 | 0.0% | 0.0% | 657 | +132 | 14.3% | Q4 2025 | Feb 05, 2026 |
| Park Place Capital Corp | History | Added to | 964 | 98 | 0.02% | 0.02% | 658 | +5 | 0.52% | Q4 2025 | Jan 09, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 945 | 96 | 0.03% | 0.03% | 659 | +165 | 21.15% | Q4 2025 | Jan 22, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 900 | 92 | 0.03% | 0.04% | 660 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 887 | 90 | 0.0% | 0.02% | 661 | -2,300 | -72.17% | Q4 2025 | Feb 11, 2026 |
| Rossmore Private Capital | History | No change | 880 | 90 | 0.01% | 0.01% | 662 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 818 | 83 | 0.01% | 0.01% | 663 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 806 | 82 | 0.03% | — | 664 | +806 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 773 | 79 | 0.0% | 0.0% | 665 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST HORIZON CORP | History | No change | 754 | 77 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 721 | 73 | 0.01% | 0.01% | 667 | +37 | 5.41% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Added to | 689 | 70 | 0.0% | 0.0% | 668 | +255 | 58.76% | Q4 2025 | Feb 17, 2026 |
| Pacific Center for Financial Services | History | No change | 709 | 70 | 0.02% | 0.02% | 669 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Added to | 656 | 67 | 0.02% | 0.02% | 670 | +2 | 0.31% | Q4 2025 | Jan 12, 2026 |
| Truvestments Capital LLC | History | No change | 650 | 66 | 0.01% | 0.01% | 671 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Finley Financial, LLC | History | No change | 640 | 65 | 0.03% | 0.03% | 672 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 611 | 62 | 0.0% | 0.0% | 673 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 578 | 59 | 0.02% | 0.02% | 674 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 560 | 57 | 0.0% | 0.0% | 675 | -67 | -10.69% | Q4 2025 | Jan 23, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 523 | 53 | 0.0% | 0.0% | 676 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | No change | 519 | 53 | 0.0% | 0.0% | 677 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Perkins Coie Trust Co | History | No change | 512 | 52 | 0.01% | 0.01% | 678 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Concord Wealth Partners | History | Added to | 504 | 51 | 0.01% | 0.01% | 680 | +2 | 0.4% | Q4 2025 | Jan 29, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 505 | 51 | 0.01% | 0.01% | 679 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Arlington Trust Co LLC | History | No change | 500 | 51 | 0.01% | 0.01% | 681 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 488 | 50 | 0.01% | 0.01% | 682 | -40 | -7.58% | Q4 2025 | Jan 22, 2026 |
| TSFG, LLC | History | No change | 487 | 50 | 0.01% | 0.01% | 683 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Winthrop Capital Management, LLC | History | No change | 488 | 50 | 0.01% | 0.01% | 684 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| American Wealth Advisors, LLC | History | Added to | 473 | 48 | 0.05% | 0.05% | 685 | +2 | 0.42% | Q4 2025 | Jan 26, 2026 |
| MidFirst Bank | History | New | 457 | 46 | 0.0% | — | 686 | +457 | New | Q4 2025 | Feb 25, 2026 |
| Quattro Advisors LLC | History | New | 446 | 45 | 0.04% | — | 689 | +446 | New | Q4 2025 | Feb 13, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 442 | 45 | 0.03% | — | 688 | +442 | New | Q4 2025 | Feb 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 444 | 45 | 0.02% | 0.02% | 687 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bank of New Hampshire | History | New | 423 | 43 | 0.01% | — | 690 | +423 | New | Q4 2025 | Mar 16, 2026 |
| SHP Wealth Management | History | New | 407 | 41 | 0.0% | — | 692 | +407 | New | Q4 2025 | Mar 04, 2026 |
| NBC SECURITIES, INC. | History | No change | 400 | 41 | 0.0% | 0.0% | 691 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 384 | 39 | 0.01% | 0.01% | 693 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 375 | 38 | 0.0% | 0.0% | 694 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 360 | 36 | 0.02% | — | 695 | +360 | New | Q4 2025 | Feb 18, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 344 | 35 | 0.01% | — | 696 | +344 | New | Q4 2025 | Jan 20, 2026 |
| Motiv8 Investments LLC | History | New | 342 | 35 | 0.02% | — | 698 | +342 | New | Q4 2025 | Feb 13, 2026 |
| Pacifica Partners Inc. | History | No change | 340 | 35 | 0.02% | 0.01% | 697 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Dougherty Wealth Advisers LLC | History | No change | 338 | 34 | 0.02% | 0.02% | 699 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 322 | 33 | 0.02% | 0.02% | 700 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Mechanics Financial Corp | History | No change | 317 | 32 | 0.01% | 0.01% | 701 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ransom Advisory, Ltd | History | New | 300 | 30 | 0.01% | — | 702 | +300 | New | Q4 2025 | Jan 06, 2026 |
| NCP Inc. | History | New | 290 | 29 | 0.02% | — | 707 | +290 | New | Q4 2025 | Feb 17, 2026 |
| MOTCO | History | New | 285 | 29 | 0.0% | — | 704 | +285 | New | Q4 2025 | Feb 06, 2026 |
| Premier Financial Group | History | New | 282 | 29 | 0.01% | — | 706 | +282 | New | Q4 2025 | Feb 09, 2026 |
| Smithfield Trust Co | History | No change | 282 | 29 | 0.0% | 0.0% | 703 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DT Investment Partners, LLC | History | No change | 283 | 29 | 0.0% | 0.0% | 705 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 281 | 28 | 0.02% | 0.03% | 709 | +17 | 6.44% | Q4 2025 | Feb 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 280 | 28 | 0.0% | 0.0% | 708 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Caldwell Trust Co | History | Reduced | 271 | 27 | 0.0% | 0.0% | 710 | -268 | -49.72% | Q4 2025 | Jan 30, 2026 |
| Bell Investment Advisors, Inc | History | No change | 258 | 26 | 0.0% | 0.0% | 711 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 250 | 25 | 0.0% | 0.0% | 712 | -316 | -55.83% | Q4 2025 | Feb 05, 2026 |
| CNB Bank | History | No change | 250 | 25 | 0.01% | 0.01% | 713 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sherman Asset Management, Inc. | History | No change | 240 | 24 | 0.02% | 0.02% | 714 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | New | 224 | 22 | 0.0% | — | 716 | +224 | New | Q4 2025 | Feb 17, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 216 | 22 | 0.01% | — | 715 | +216 | New | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 210 | 21 | 0.0% | 0.0% | 719 | +195 | 1300.0% | Q4 2025 | Feb 10, 2026 |
| Realta Investment Advisors | History | Added to | 213 | 21 | 0.01% | 0.0% | 718 | +179 | 526.47% | Q4 2025 | Jan 20, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 214 | 21 | 0.01% | 0.01% | 717 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GAMMA Investing LLC | History | No change | 212 | 21 | 0.0% | 0.0% | 720 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| OPTIMA CAPITAL LLC | History | New | 193 | 19 | 0.01% | — | 722 | +193 | New | Q4 2025 | Jan 23, 2026 |
| COUNTRY TRUST BANK | History | New | 190 | 19 | 0.0% | — | 721 | +190 | New | Q4 2025 | Jan 21, 2026 |
| Viewpoint Capital Management LLC | History | No change | 180 | 18 | 0.01% | 0.01% | 723 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Crews Bank & Trust | History | No change | 180 | 18 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SITTNER & NELSON, LLC | History | No change | 158 | 17 | 0.01% | 0.01% | 725 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 172 | 17 | 0.0% | 0.01% | 726 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 174 | 17 | 0.01% | 0.01% | 727 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 164 | 16 | 0.0% | 0.0% | 729 | +1 | 0.61% | Q4 2025 | Jan 21, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 153 | 16 | 0.0% | 0.0% | 728 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 150 | 15 | 0.0% | 0.0% | 730 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 150 | 15 | 0.0% | 0.0% | 731 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Planning Group LLC | History | No change | 144 | 15 | 0.0% | 0.0% | 732 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Signature Equity Partners, LLC | History | New | 129 | 13 | 0.01% | — | 736 | +129 | New | Q4 2025 | Feb 17, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 132 | 13 | 0.0% | 0.01% | 733 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 130 | 13 | 0.01% | 0.01% | 734 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Topsail Wealth Management, LLC | History | No change | 134 | 13 | 0.0% | 0.0% | 735 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 123 | 12 | 0.0% | 0.0% | 738 | +30 | 32.26% | Q4 2025 | Jan 28, 2026 |
| Archer Investment Corp | History | Reduced | 123 | 12 | 0.0% | 0.0% | 739 | -18 | -12.77% | Q4 2025 | Jan 30, 2026 |
| CITY HOLDING CO | History | No change | 118 | 12 | 0.0% | 0.0% | 737 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 110 | 11 | 0.0% | 0.02% | 742 | -781 | -87.65% | Q4 2025 | Feb 12, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 108 | 11 | 0.01% | — | 743 | +108 | New | Q4 2025 | Feb 11, 2026 |
| Providence Capital Advisors, LLC | History | No change | 117 | 11 | 0.0% | 0.0% | 740 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 108 | 11 | 0.0% | 0.0% | 741 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Independence Bank of Kentucky | History | No change | 100 | 10 | 0.0% | 0.0% | 744 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Salomon & Ludwin, LLC | History | No change | 97 | 10 | 0.0% | 0.0% | 745 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Missouri Trust & Investment Co | History | No change | 100 | 10 | 0.0% | 0.0% | 746 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 89 | 9 | 0.01% | 0.01% | 747 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 86 | 8 | 0.01% | — | 750 | +86 | New | Q4 2025 | Mar 05, 2026 |
| Meramec Financial Planners, LLC | History | New | 80 | 8 | 0.0% | — | 749 | +80 | New | Q4 2025 | Feb 10, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 82 | 8 | 0.0% | 0.0% | 748 | -47 | -36.43% | Q4 2025 | Feb 13, 2026 |
| Olistico Wealth, LLC | History | New | 72 | 7 | 0.0% | — | 753 | +72 | New | Q4 2025 | Jan 13, 2026 |
| WEST PACES ADVISORS INC. | History | New | 70 | 7 | 0.0% | — | 755 | +70 | New | Q4 2025 | Jan 21, 2026 |
| Wilkerson Advisory Group LLC | History | New | 68 | 7 | 0.0% | — | 757 | +68 | New | Q4 2025 | Feb 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 75 | 7 | 0.0% | 0.0% | 756 | +1 | 1.35% | Q4 2025 | Feb 11, 2026 |
| SouthState Bank Corp | History | No change | 77 | 7 | 0.0% | 0.0% | 751 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Johnson Financial Group, Inc. | History | No change | 78 | 7 | 0.0% | 0.0% | 752 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Nemes Rush Group LLC | History | No change | 70 | 7 | 0.0% | 0.0% | 754 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 62 | 6 | 0.0% | 0.0% | 758 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ATWOOD & PALMER INC | History | No change | 53 | 5 | 0.0% | 0.0% | 759 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 55 | 5 | 0.0% | 0.0% | 760 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 54 | 5 | 0.0% | 0.0% | 761 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MTM Investment Management, LLC | History | No change | 40 | 4 | 0.0% | 0.0% | 762 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| City State Bank | History | No change | 48 | 4 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rossby Financial, LCC | History | No change | 40 | 4 | 0.0% | 0.0% | 764 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 37 | 3 | 0.0% | 0.0% | 765 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 37 | 3 | 0.0% | 0.0% | 766 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 31 | 3 | 0.0% | 0.0% | 767 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 31 | 3 | 0.0% | 0.0% | 768 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 2,495 | 2 | 0.0% | — | 775 | +2,495 | New | Q4 2025 | Feb 10, 2026 |
| HM PAYSON & CO | History | New | 29 | 2 | 0.0% | — | 769 | +29 | New | Q4 2025 | Feb 12, 2026 |
| Laurel Wealth Advisors LLC | History | New | 28 | 2 | 0.0% | — | 770 | +28 | New | Q4 2025 | Jan 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 28 | 2 | 0.0% | — | 773 | +28 | New | Q4 2025 | Jan 15, 2026 |
| Monetary Solutions, Ltd | History | New | 23 | 2 | 0.0% | — | 776 | +23 | New | Q4 2025 | Feb 23, 2026 |
| Fairscale Capital, LLC | History | New | 21 | 2 | 0.0% | — | 771 | +21 | New | Q4 2025 | Feb 17, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 21 | 2 | 0.0% | 0.0% | 774 | -1 | -4.55% | Q4 2025 | Jan 15, 2026 |
| Wealth Watch Advisors, INC | History | No change | 22 | 2 | 0.0% | 0.0% | 772 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 12 | 1 | 0.0% | 0.0% | 778 | -17 | -58.62% | Q4 2025 | Jan 14, 2026 |
| CENTRAL TRUST Co | History | No change | 11 | 1 | 0.0% | 0.0% | 777 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 16 | 1 | 0.0% | 0.0% | 779 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -235,800 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -41,108 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,577 | -100.0% | Q3 2025 | Nov 14, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.18% | — | -31,620 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,915 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Prism Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.36% | — | -13,200 | -100.0% | Q3 2025 | Oct 14, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -8,921 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -8,600 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Financial & Tax Architects, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -7,774 | -100.0% | Q3 2025 | Nov 05, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,632 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,979 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Colonial River Investments, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,202 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TRITONPOINT WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,887 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -3,814 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Joel Isaacson & Co., LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,554 | -100.0% | Q3 2025 | Oct 30, 2025 |
| TABLEAUX LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,510 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,088 | -100.0% | Q3 2025 | Oct 14, 2025 |
| John W. Brooker & Co., CPAs | History | Closed out | 0 | 0 | — | 0.56% | — | -2,756 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Nikulski Financial, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -2,657 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Onyx Bridge Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,110 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Alteri Wealth LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,075 | -100.0% | Q3 2025 | Nov 10, 2025 |