iSHARES TRUST - IYW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 245 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 5,773,004 | 1,152,753 | 0.07% | 0.07% | 1 | +186,297 | 3.33% | Q4 2025 | Feb 13, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 4,354,541 | 869,514 | 12.84% | 12.76% | 2 | +27,355 | 0.63% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,033,291 | 805,367 | 0.05% | 0.04% | 3 | +1,031,871 | 34.38% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Reduced | 3,594,393 | 717,728 | 0.2% | 0.21% | 4 | -12,456 | -0.35% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,562,593 | 711,378 | 0.05% | 0.06% | 5 | -854,108 | -19.34% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,022,978 | 403,948 | 0.12% | 0.13% | 6 | -290,980 | -12.57% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 1,822,677 | 363,952 | 0.06% | 0.06% | 7 | -59,941 | -3.18% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,551,709 | 309,845 | 0.06% | 0.06% | 8 | -46,115 | -2.89% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,475,503 | 294,628 | 0.09% | 0.1% | 9 | -48,929 | -3.21% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,038,224 | 207,312 | 0.29% | 0.16% | 10 | +475,300 | 84.43% | Q4 2025 | Feb 17, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 986,140 | 196,912 | 1.93% | 2.91% | 11 | -128,494 | -11.53% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 957,868 | 191,269 | 0.03% | — | 12 | +957,868 | New | Q4 2025 | Feb 17, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 918,400 | 183,386 | 3.02% | 3.11% | 13 | +20,409 | 2.27% | Q4 2025 | Feb 05, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 886,487 | 177,013 | 0.09% | 0.09% | 14 | +29,367 | 3.43% | Q4 2025 | Mar 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 744,568 | 148,876 | 0.03% | 0.04% | 15 | -147,421 | -16.53% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 720,720 | 143,913 | 0.19% | 0.18% | 16 | +10,855 | 1.53% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 656,889 | 131,205 | 0.19% | 0.2% | 17 | -85,776 | -11.55% | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 119,808 | 119,808 | 0.07% | — | 18 | +119,808 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 588,276 | 117,466 | 0.01% | 0.01% | 19 | -16,921 | -2.8% | Q4 2025 | Mar 25, 2026 |
| Cetera Investment Advisers | History | Added to | 566,967 | 113,211 | 0.12% | 0.13% | 20 | +15,885 | 2.88% | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 702,258 | 100,490 | 1.83% | 2.06% | 21 | -34,898 | -4.73% | Q4 2025 | Jan 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 446,419 | 89,141 | 0.37% | 0.34% | 22 | +61,595 | 16.01% | Q4 2025 | Feb 13, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 398,245 | 79,520 | 9.21% | 9.28% | 23 | -9,264 | -2.27% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 394,891 | 78,852 | 0.05% | 0.06% | 24 | -31,560 | -7.4% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 371,681 | 74,217 | 0.04% | 0.04% | 25 | -957 | -0.26% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 349,623 | 69,812 | 0.17% | 0.18% | 26 | +212 | 0.06% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 340,236 | 67,938 | 0.07% | 0.09% | 27 | -49,095 | -12.61% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 320,619 | 64,028 | 0.06% | 0.06% | 28 | +2,482 | 0.78% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 318,712 | 63,640 | 0.38% | 0.17% | 29 | +196,862 | 161.56% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 312,367 | 62,372 | 0.07% | 0.02% | 30 | +255,584 | 450.11% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 305,708 | 61,043 | 0.12% | 0.13% | 31 | -15,056 | -4.69% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 280,845 | 56,079 | 0.1% | 0.11% | 32 | -3,036 | -1.07% | Q4 2025 | Mar 16, 2026 |
| BlackRock, Inc. | History | Reduced | 254,220 | 50,762 | 0.0% | 0.0% | 33 | -11,035 | -4.16% | Q4 2025 | Feb 12, 2026 |
| Parker Investment Management, LLC | History | Reduced | 250,330 | 49,986 | 7.08% | 10.92% | 34 | -216,291 | -46.35% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 240,072 | 47,988 | 0.03% | 0.03% | 35 | +37,223 | 18.35% | Q4 2025 | Feb 17, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 238,284 | 47,557 | 8.33% | 8.06% | 36 | +24,962 | 11.7% | Q4 2025 | Jan 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 223,700 | 44,668 | 0.44% | 0.6% | 37 | -75,847 | -25.32% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 209,328 | 41,798 | 0.23% | 0.27% | 38 | -124,674 | -37.33% | Q4 2025 | Jan 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 206,326 | 41,199 | 0.71% | — | 39 | +206,326 | New | Q4 2025 | Feb 19, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 203,871 | 40,708 | 4.17% | 4.21% | 40 | +3,943 | 1.97% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 203,191 | 40,573 | 0.09% | 0.1% | 41 | -12,169 | -5.65% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 201,581 | 40,252 | 0.11% | 0.11% | 42 | -2,290 | -1.12% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 183,031 | 36,547 | 0.13% | 0.19% | 43 | -34,760 | -15.96% | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Reduced | 181,506 | 36,243 | 0.17% | 0.21% | 44 | -32,396 | -15.15% | Q4 2025 | Feb 17, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 181,287 | 36,199 | 2.29% | 2.27% | 45 | -1,504 | -0.82% | Q4 2025 | Jan 16, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 170,058 | 33,957 | 1.26% | 1.27% | 46 | -1,827 | -1.06% | Q4 2025 | Jan 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 168,610 | 33,668 | 0.29% | 0.34% | 47 | -56,043 | -24.95% | Q4 2025 | Jan 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 160,423 | 32,033 | 0.53% | — | 48 | +160,423 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 159,905 | 31,929 | 0.02% | 0.02% | 49 | +897 | 0.56% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 152,815 | 30,514 | 0.35% | 0.32% | 50 | +57,602 | 60.5% | Q4 2025 | Jan 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 152,043 | 30,359 | 0.21% | 0.21% | 51 | +5,434 | 3.71% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 147,418 | 29,436 | 0.33% | 0.4% | 52 | -26,321 | -15.15% | Q4 2025 | Jan 20, 2026 |
| COMMERCE BANK | History | Reduced | 147,081 | 29,369 | 0.16% | 0.17% | 53 | -5,491 | -3.6% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 142,322 | 28,418 | 0.03% | 0.04% | 54 | -24,000 | -14.43% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 134,600 | 26,876 | 0.0% | 0.01% | 55 | -61,591 | -31.39% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 133,646 | 26,686 | 0.78% | 0.85% | 56 | -1,375 | -1.02% | Q4 2025 | Feb 19, 2026 |
| CWM, LLC | History | Reduced | 127,828 | 25,525 | 0.07% | 0.08% | 57 | -5,380 | -4.04% | Q4 2025 | Jan 26, 2026 |
| ASSETMARK, INC | History | Added to | 124,828 | 24,925 | 0.05% | 0.04% | 58 | +24,665 | 24.62% | Q4 2025 | Jan 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 119,953 | 24,270 | 0.03% | 0.04% | 59 | +234 | 0.2% | Q4 2025 | Jan 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 118,705 | 23,702 | 0.42% | 0.46% | 60 | +2,283 | 1.96% | Q4 2025 | Jan 16, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 111,932 | 22,350 | 0.02% | 0.04% | 61 | -114,263 | -50.52% | Q4 2025 | Feb 17, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 111,210 | 22,206 | 2.61% | 2.74% | 62 | -4,588 | -3.96% | Q4 2025 | Feb 03, 2026 |
| Advisory Services Network, LLC | History | Added to | 110,419 | 22,048 | 0.31% | 0.16% | 63 | +54,010 | 95.75% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 109,412 | 21,847 | 0.0% | 0.0% | 64 | -11,989 | -9.88% | Q4 2025 | Feb 17, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 107,134 | 21,392 | 2.3% | 2.44% | 65 | -3,717 | -3.35% | Q4 2025 | Jan 14, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 106,892 | 21,344 | 0.33% | 0.35% | 66 | -2,683 | -2.45% | Q4 2025 | Jan 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 103,820 | 20,730 | 0.01% | 0.01% | 67 | -1,188 | -1.13% | Q4 2025 | Feb 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 102,347 | 20,623 | 0.02% | — | 68 | +102,347 | New | Q4 2025 | Feb 13, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 100,538 | 20,090 | 1.58% | 1.94% | 69 | -19,271 | -16.08% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 99,955 | 19,959 | 0.24% | 0.19% | 70 | -10,819 | -9.77% | Q4 2025 | Feb 13, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 96,878 | 19,344 | 1.96% | 1.78% | 71 | -9,286 | -8.75% | Q4 2025 | Jan 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 96,665 | 19,302 | 0.15% | 0.19% | 72 | -8,472 | -8.06% | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | Added to | 93,752 | 18,720 | 0.03% | 0.03% | 73 | +4,140 | 4.62% | Q4 2025 | Mar 09, 2026 |
| &PARTNERS | History | Added to | 90,781 | 18,131 | 0.09% | 0.08% | 74 | +23,043 | 34.02% | Q4 2025 | Feb 17, 2026 |
| First Citizens Financial Corp | History | Reduced | 90,319 | 18,034 | 8.91% | 8.95% | 75 | -2,079 | -2.25% | Q4 2025 | Jan 06, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Reduced | 90,109 | 17,992 | 1.23% | 9.54% | 76 | -46,325 | -33.95% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 88,669 | 17,705 | 0.5% | 0.59% | 77 | +40,903 | 85.63% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 85,075 | 16,987 | 0.02% | 0.02% | 78 | -3,679 | -4.15% | Q4 2025 | Feb 02, 2026 |
| RVW Wealth, LLC | History | Reduced | 85,075 | 16,987 | 1.3% | 1.34% | 79 | -2,608 | -2.97% | Q4 2025 | Jan 12, 2026 |
| HC Advisors, LLC | History | Added to | 82,998 | 16,573 | 11.47% | 11.35% | 80 | +504 | 0.61% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 82,831 | 16,539 | 0.06% | 0.05% | 81 | +9,276 | 12.61% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 82,280 | 16,429 | 0.0% | 0.0% | 82 | +5,800 | 7.58% | Q4 2025 | Feb 17, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 79,900 | 15,954 | 0.14% | 0.17% | 83 | -636 | -0.79% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | Added to | 79,484 | 15,871 | 0.02% | 0.02% | 84 | +25,337 | 46.79% | Q4 2025 | Feb 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 73,793 | 14,735 | 0.12% | 0.1% | 85 | +15,492 | 26.57% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 72,657 | 14,508 | 0.08% | 0.07% | 86 | +6,363 | 9.6% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 70,740 | 14,121 | 0.01% | 0.01% | 87 | +205 | 0.29% | Q4 2025 | Feb 17, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 70,023 | 13,982 | 5.32% | 5.17% | 88 | -1,587 | -2.22% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 69,376 | 13,891 | 0.02% | 0.03% | 89 | -8,537 | -10.96% | Q4 2025 | Feb 05, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 69,262 | 13,830 | 1.51% | 1.55% | 90 | -292 | -0.42% | Q4 2025 | Feb 18, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 69,130 | 13,803 | 2.62% | 2.84% | 91 | -5,325 | -7.15% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 66,127 | 13,205 | 0.22% | 0.2% | 92 | +6,813 | 11.49% | Q4 2025 | Feb 09, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 64,091 | 12,797 | 0.24% | 0.24% | 93 | -326 | -0.51% | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 63,696 | 12,718 | 0.02% | 0.02% | 94 | -2,996 | -4.49% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | Reduced | 63,642 | 12,708 | 0.04% | 0.04% | 95 | -205 | -0.32% | Q4 2025 | Jan 30, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 62,328 | 12,445 | 1.83% | 2.0% | 96 | -5,203 | -7.7% | Q4 2025 | Feb 04, 2026 |
| Signature Wealth Management Partners, LLC | History | Reduced | 61,545 | 12,289 | 6.08% | 6.38% | 97 | -638 | -1.03% | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 61,248 | 12,230 | 0.07% | 0.07% | 98 | -578 | -0.93% | Q4 2025 | Feb 09, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 61,218 | 12,224 | 5.37% | — | 99 | +61,218 | New | Q4 2025 | Mar 10, 2026 |
| Finley Financial, LLC | History | Added to | 60,992 | 12,178 | 5.58% | 5.51% | 100 | +176 | 0.29% | Q4 2025 | Jan 21, 2026 |
| Lido Advisors, LLC | History | Added to | 61,361 | 12,052 | 0.04% | 0.03% | 101 | +6,926 | 12.72% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 60,006 | 11,981 | 0.13% | 0.17% | 102 | +2,674 | 4.66% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | Added to | 59,241 | 11,829 | 0.13% | 0.1% | 103 | +14,595 | 32.69% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 58,541 | 11,689 | 0.01% | 0.01% | 104 | -3,764 | -6.04% | Q4 2025 | Feb 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 58,521 | 11,685 | 4.22% | 4.46% | 105 | -2,070 | -3.42% | Q4 2025 | Feb 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 61,274 | 11,579 | 0.28% | 0.22% | 106 | +1,267 | 2.11% | Q4 2025 | Feb 11, 2026 |
| CPR Investments Inc. | History | Reduced | 57,474 | 11,476 | 7.7% | 8.0% | 107 | -1,872 | -3.15% | Q4 2025 | Jan 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 57,381 | 11,457 | 0.01% | 0.01% | 108 | -50,046 | -46.59% | Q4 2025 | Feb 02, 2026 |
| Pathstone Holdings, LLC | History | New | 56,242 | 11,230 | 0.04% | — | 109 | +56,242 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 56,008 | 11,183 | 0.06% | 0.07% | 110 | +574 | 1.04% | Q4 2025 | Feb 13, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 55,418 | 11,065 | 0.75% | 0.88% | 111 | -10,512 | -15.94% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 54,641 | 10,910 | 3.36% | 3.39% | 112 | +721 | 1.34% | Q4 2025 | Jan 30, 2026 |
| Perkins Coie Trust Co | History | Added to | 54,526 | 10,887 | 2.03% | 2.0% | 113 | +375 | 0.69% | Q4 2025 | Jan 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 54,175 | 10,817 | 0.71% | 0.7% | 114 | +1,847 | 3.53% | Q4 2025 | Jan 23, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 53,941 | 10,771 | 1.05% | 1.01% | 115 | +2,383 | 4.62% | Q4 2025 | Jan 20, 2026 |
| Prostatis Group LLC | History | Added to | 53,721 | 10,726 | 2.56% | 2.21% | 116 | +8,708 | 19.35% | Q4 2025 | Feb 17, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 53,444 | 10,671 | 2.25% | 2.28% | 117 | +618 | 1.17% | Q4 2025 | Jan 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 52,716 | 10,526 | 0.26% | 0.39% | 118 | -25,315 | -32.44% | Q4 2025 | Feb 17, 2026 |
| High Point Wealth Management, LLC | History | New | 52,598 | 10,502 | 9.86% | — | 119 | +52,598 | New | Q4 2025 | Jan 29, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 52,494 | 10,481 | 2.69% | 2.93% | 120 | -4,175 | -7.37% | Q4 2025 | Jan 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 52,038 | 10,390 | 0.02% | 0.02% | 121 | -12,729 | -19.65% | Q4 2025 | Feb 18, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 51,903 | 10,363 | 2.75% | 3.71% | 122 | -11,813 | -18.54% | Q4 2025 | Jan 12, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 89,590 | 9,995 | 1.67% | 0.12% | 123 | +86,340 | 2656.62% | Q4 2025 | Jan 29, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 49,704 | 9,924 | 1.3% | 1.41% | 124 | -1,675 | -3.26% | Q4 2025 | Jan 14, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 49,065 | 9,797 | 0.93% | 0.89% | 125 | +3,205 | 6.99% | Q4 2025 | Jan 15, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 48,116 | 9,607 | 0.17% | 0.22% | 126 | -737 | -1.51% | Q4 2025 | Feb 09, 2026 |
| J.Safra Asset Management Corp | History | No change | 47,904 | 9,565 | 0.5% | 0.57% | 127 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Essex LLC | History | Reduced | 47,511 | 9,486 | 1.68% | 1.7% | 128 | -509 | -1.06% | Q4 2025 | Jan 20, 2026 |
| Spire Wealth Management | History | Reduced | 47,194 | 9,423 | 0.32% | 0.34% | 129 | -3,847 | -7.54% | Q4 2025 | Jan 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 46,988 | 9,382 | 0.11% | 0.12% | 130 | -1,490 | -3.07% | Q4 2025 | Jan 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 46,578 | 9,300 | 0.45% | 0.55% | 131 | +34 | 0.07% | Q4 2025 | Jan 28, 2026 |
| CERTUITY, LLC | History | Reduced | 46,350 | 9,255 | 0.58% | 0.63% | 132 | -680 | -1.45% | Q4 2025 | Jan 30, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 45,714 | 9,128 | 6.51% | 6.59% | 133 | -456 | -0.99% | Q4 2025 | Jan 14, 2026 |
| One Wealth Advisors, LLC | History | Added to | 44,826 | 8,950 | 1.09% | 1.1% | 134 | +56 | 0.13% | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Reduced | 44,800 | 8,945 | 0.05% | 0.06% | 135 | -3,536 | -7.32% | Q4 2025 | Jan 26, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 44,733 | 8,932 | 0.01% | — | 136 | +44,733 | New | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 44,181 | 8,822 | 0.03% | 0.03% | 137 | -1,027 | -2.27% | Q4 2025 | Feb 12, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 44,064 | 8,797 | 1.14% | 1.24% | 138 | -743 | -1.66% | Q4 2025 | Feb 04, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 43,880 | 8,762 | 2.45% | 3.21% | 139 | -10,628 | -19.5% | Q4 2025 | Jan 28, 2026 |
| MA Private Wealth | History | Reduced | 43,668 | 8,719 | 1.45% | 3.94% | 140 | -75,921 | -63.48% | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 43,324 | 8,650 | 0.0% | 0.0% | 141 | -37,892 | -46.66% | Q4 2025 | Feb 17, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 43,288 | 8,643 | 4.08% | 4.2% | 142 | -484 | -1.11% | Q4 2025 | Feb 06, 2026 |
| hemming& Wealth Management, Inc. | History | New | 43,241 | 8,634 | 5.91% | — | 143 | +43,241 | New | Q4 2025 | Mar 03, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 43,015 | 8,589 | 0.33% | 0.31% | 144 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 42,903 | 8,566 | 0.27% | 0.31% | 145 | -12,102 | -22.0% | Q4 2025 | Jan 09, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 42,883 | 8,562 | 0.3% | 0.3% | 146 | -506 | -1.17% | Q4 2025 | Jan 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 42,728 | 8,531 | 0.3% | 0.37% | 147 | -9,212 | -17.74% | Q4 2025 | Jan 13, 2026 |
| Keebeck Wealth Management | History | Reduced | 42,363 | 8,459 | 0.98% | 1.01% | 148 | -1,059 | -2.44% | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 42,286 | 8,443 | 0.11% | 0.09% | 149 | +7,217 | 20.58% | Q4 2025 | Jan 22, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 42,244 | 8,435 | 1.03% | 1.12% | 150 | -4,863 | -10.32% | Q4 2025 | Jan 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 41,898 | 8,366 | 0.01% | 0.01% | 151 | +5,607 | 15.45% | Q4 2025 | Feb 13, 2026 |
| Ciovacco Capital Management LLC | History | Added to | 41,568 | 8,300 | 4.16% | 4.01% | 152 | +912 | 2.24% | Q4 2025 | Feb 09, 2026 |
| BBR PARTNERS, LLC | History | Added to | 41,173 | 8,221 | 0.44% | 0.35% | 153 | +10,433 | 33.94% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 41,031 | 8,193 | 0.0% | 0.0% | 154 | +5,953 | 16.97% | Q4 2025 | Feb 10, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 40,291 | 8,045 | 0.47% | 0.44% | 155 | -11,129 | -21.64% | Q4 2025 | Jan 30, 2026 |
| Elevated Financial Group LLC | History | New | 40,146 | 8,016 | 2.77% | — | 156 | +40,146 | New | Q4 2025 | Jan 29, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 40,059 | 7,995 | 0.03% | 0.04% | 157 | -2,479 | -5.83% | Q4 2025 | Feb 12, 2026 |
| Simmons Bank | History | Reduced | 39,911 | 7,969 | 0.53% | 0.52% | 158 | -116 | -0.29% | Q4 2025 | Feb 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 39,584 | 7,904 | 0.19% | 0.21% | 159 | -2,214 | -5.3% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 39,033 | 7,794 | 0.06% | 0.05% | 160 | +4,328 | 12.47% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 38,950 | 7,777 | 0.12% | 0.13% | 161 | -152 | -0.39% | Q4 2025 | Feb 12, 2026 |
| Summit Financial Consulting LLC | History | Added to | 38,904 | 7,768 | 5.64% | 5.44% | 162 | +4,084 | 11.73% | Q4 2025 | Jan 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 38,784 | 7,744 | 0.19% | 0.21% | 163 | -2,643 | -6.38% | Q4 2025 | Feb 09, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 38,159 | 7,619 | 1.79% | 1.8% | 164 | -726 | -1.87% | Q4 2025 | Feb 05, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 37,667 | 7,521 | 0.0% | 0.0% | 165 | -6,876 | -15.44% | Q4 2025 | Feb 17, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 37,607 | 7,509 | 2.72% | 3.7% | 166 | -5,772 | -13.31% | Q4 2025 | Jan 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 37,158 | 7,419 | 0.0% | 0.02% | 167 | -107,287 | -74.28% | Q4 2025 | Feb 10, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 36,210 | 7,230 | 0.67% | 0.61% | 168 | +3,407 | 10.39% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Reduced | 36,070 | 7,202 | 0.16% | 0.21% | 169 | -5,512 | -13.26% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 35,993 | 7,187 | 0.01% | 0.01% | 170 | +2,838 | 8.56% | Q4 2025 | Jan 30, 2026 |
| Kingsman Wealth Management, Inc. | History | Added to | 35,704 | 7,129 | 3.86% | 3.35% | 171 | +4,967 | 16.16% | Q4 2025 | Jan 22, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 35,653 | 7,119 | 2.01% | 1.98% | 172 | -690 | -1.9% | Q4 2025 | Feb 06, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 35,425 | 7,073 | 0.19% | 1.98% | 173 | -333,256 | -90.39% | Q4 2025 | Jan 22, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 34,477 | 6,884 | 0.5% | 0.56% | 174 | -2,616 | -7.05% | Q4 2025 | Feb 10, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 33,941 | 6,777 | 1.12% | 1.25% | 175 | -3,492 | -9.33% | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 33,774 | 6,743 | 0.04% | — | 176 | +33,774 | New | Q4 2025 | Feb 18, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 33,758 | 6,740 | 1.1% | 1.13% | 177 | -1,167 | -3.34% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Reduced | 33,541 | 6,697 | 0.03% | 0.03% | 178 | -2,957 | -8.1% | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Reduced | 33,539 | 6,697 | 0.18% | 0.2% | 179 | -2,536 | -7.03% | Q4 2025 | Jan 30, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 32,980 | 6,585 | 0.27% | 0.27% | 180 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TABLEAUX LLC | History | Reduced | 30,397 | 6,538 | 4.63% | 4.98% | 181 | -33,099 | -52.13% | Q4 2025 | Feb 17, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 32,587 | 6,507 | 0.43% | 0.43% | 182 | +419 | 1.3% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 32,570 | 6,503 | 0.02% | 0.02% | 183 | +2,684 | 8.98% | Q4 2025 | Feb 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 32,298 | 6,449 | 1.5% | 1.86% | 184 | -3,055 | -8.64% | Q4 2025 | Jan 15, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 32,240 | 6,437 | 0.49% | 0.51% | 185 | -117 | -0.36% | Q4 2025 | Jan 09, 2026 |
| Daybright Advisory Services, Inc. | History | New | 32,149 | 6,419 | 1.71% | — | 186 | +32,149 | New | Q4 2025 | Feb 12, 2026 |
| AdvisorShares Investments LLC | History | Added to | 31,917 | 6,373 | 1.06% | 0.91% | 187 | +3,456 | 12.14% | Q4 2025 | Feb 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 31,916 | 6,373 | 0.38% | 0.35% | 188 | +1,268 | 4.14% | Q4 2025 | Jan 20, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 31,865 | 6,362 | 1.45% | 1.53% | 189 | -1,385 | -4.17% | Q4 2025 | Jan 21, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 31,742 | 6,338 | 0.23% | 0.3% | 190 | -1,020 | -3.11% | Q4 2025 | Feb 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 30,995 | 6,189 | 0.36% | 0.4% | 191 | +1,045 | 3.49% | Q4 2025 | Feb 10, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 30,834 | 6,156 | 0.96% | 1.03% | 192 | -955 | -3.0% | Q4 2025 | Feb 11, 2026 |
| 1832 Asset Management L.P. | History | Added to | 30,608 | 6,111 | 0.0% | 0.0% | 193 | +13,516 | 79.08% | Q4 2025 | Feb 13, 2026 |
| Trek Financial, LLC | History | Added to | 30,404 | 6,071 | 0.35% | 0.04% | 194 | +27,249 | 863.68% | Q4 2025 | Feb 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 30,300 | 6,050 | 0.02% | 0.02% | 195 | -1,187 | -3.77% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 30,226 | 6,035 | 0.16% | 0.15% | 196 | +1,503 | 5.23% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 30,014 | 5,993 | 0.12% | 0.14% | 197 | -1,709 | -5.39% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 29,724 | 5,935 | 0.37% | 0.42% | 198 | -2,181 | -6.84% | Q4 2025 | Feb 06, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 28,900 | 5,770 | 0.34% | 0.34% | 199 | -1 | -0.0% | Q4 2025 | Jan 15, 2026 |
| SWMG, LLC | History | Added to | 29,590 | 5,725 | 1.59% | 1.23% | 200 | +9,211 | 45.2% | Q4 2025 | Feb 10, 2026 |
| Carnegie Investment Counsel | History | Reduced | 28,631 | 5,716 | 0.11% | 0.11% | 201 | -824 | -2.8% | Q4 2025 | Jan 23, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 28,539 | 5,698 | 0.8% | 0.84% | 202 | -727 | -2.48% | Q4 2025 | Jan 06, 2026 |
| ALLSTATE CORP | History | Added to | 28,080 | 5,607 | 0.08% | 0.1% | 203 | +5,772 | 25.87% | Q4 2025 | Feb 09, 2026 |
| Security Financial Services, INC. | History | Reduced | 28,008 | 5,592 | 0.88% | 0.9% | 204 | -270 | -0.95% | Q4 2025 | Jan 27, 2026 |
| Avid Wealth Partners LLC | History | Added to | 27,639 | 5,518 | 2.7% | 2.66% | 205 | +280 | 1.02% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 27,449 | 5,481 | 0.01% | 0.01% | 206 | +5,450 | 24.77% | Q4 2025 | Feb 17, 2026 |
| Montecito Bank & Trust | History | Reduced | 27,373 | 5,465 | 0.87% | 0.86% | 207 | -995 | -3.51% | Q4 2025 | Jan 09, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 26,802 | 5,397 | 0.16% | 0.02% | 208 | +24,802 | 1240.1% | Q4 2025 | Feb 13, 2026 |
| Financial Freedom, LLC | History | Reduced | 26,958 | 5,382 | 2.67% | 2.67% | 209 | -367 | -1.34% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 26,598 | 5,311 | 0.1% | 0.12% | 210 | +354 | 1.35% | Q4 2025 | Feb 13, 2026 |
| Gallagher Capital Advisors, LLC | History | Reduced | 26,585 | 5,308 | 3.43% | 3.28% | 211 | -702 | -2.57% | Q4 2025 | Feb 12, 2026 |
| Counterweight Ventures, LLC | History | Added to | 26,393 | 5,270 | 2.96% | 2.98% | 212 | +374 | 1.44% | Q4 2025 | Jan 15, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 26,277 | 5,246 | 3.3% | 3.11% | 213 | +452 | 1.75% | Q4 2025 | Feb 23, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 26,094 | 5,210 | 0.38% | 0.4% | 214 | -12 | -0.05% | Q4 2025 | Jan 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 26,090 | 5,209 | 0.19% | 0.19% | 215 | +284 | 1.1% | Q4 2025 | Feb 02, 2026 |
| STEPHENS INC /AR/ | History | Added to | 25,953 | 5,182 | 0.06% | 0.06% | 216 | +359 | 1.4% | Q4 2025 | Feb 05, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 25,743 | 5,140 | 0.08% | 0.08% | 217 | -390 | -1.49% | Q4 2025 | Jan 13, 2026 |
| WealthCare Asset Management, LLC | History | New | 25,723 | 5,072 | 3.21% | — | 218 | +25,723 | New | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 25,357 | 5,063 | 0.33% | 0.35% | 219 | -1,128 | -4.26% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | Reduced | 25,197 | 5,031 | 0.09% | 0.09% | 220 | -819 | -3.15% | Q4 2025 | Feb 11, 2026 |
| Rathbones Group PLC | History | Reduced | 25,160 | 5,023 | 0.02% | 0.02% | 221 | -1,910 | -7.06% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 24,823 | 4,956 | 0.06% | 0.06% | 222 | +1,359 | 5.79% | Q4 2025 | Jan 26, 2026 |
| BROWN ADVISORY INC | History | Reduced | 24,562 | 4,904 | 0.01% | 0.01% | 223 | -884 | -3.47% | Q4 2025 | Feb 13, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 24,406 | 4,873 | 1.76% | 1.73% | 224 | +7 | 0.03% | Q4 2025 | Feb 09, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 24,328 | 4,857 | 0.18% | 0.28% | 225 | +2,352 | 10.7% | Q4 2025 | Feb 04, 2026 |
| NorthRock Partners, LLC | History | Reduced | 24,087 | 4,809 | 0.08% | 0.16% | 226 | -21,154 | -46.76% | Q4 2025 | Feb 17, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 24,027 | 4,797 | 1.45% | 1.37% | 227 | +1,282 | 5.64% | Q4 2025 | Jan 23, 2026 |
| WBH ADVISORY INC | History | Reduced | 23,876 | 4,767 | 0.35% | 0.37% | 228 | -791 | -3.21% | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | Reduced | 23,593 | 4,711 | 0.14% | 0.14% | 229 | -369 | -1.54% | Q4 2025 | Feb 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 23,484 | 4,689 | 0.02% | 0.02% | 230 | -136 | -0.58% | Q4 2025 | Jan 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 23,236 | 4,640 | 0.01% | 0.01% | 231 | -793 | -3.3% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 23,174 | 4,627 | 0.1% | 0.11% | 232 | -2,129 | -8.41% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 22,985 | 4,589 | 0.24% | 0.11% | 233 | +13,037 | 131.05% | Q4 2025 | Feb 05, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 22,907 | 4,574 | 0.01% | 0.01% | 234 | -293 | -1.26% | Q4 2025 | Feb 10, 2026 |
| DT Investment Partners, LLC | History | No change | 22,678 | 4,528 | 0.37% | 0.38% | 235 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 22,507 | 4,494 | 0.08% | 0.09% | 236 | +1,664 | 7.98% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 22,423 | 4,477 | 0.06% | 0.07% | 237 | -1,804 | -7.45% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 22,421 | 4,477 | 0.02% | 0.02% | 238 | +1,280 | 6.05% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 22,390 | 4,470 | 0.11% | 0.11% | 239 | -196 | -0.87% | Q4 2025 | Jan 28, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 22,372 | 4,467 | 0.59% | 0.61% | 240 | +210 | 0.95% | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 21,945 | 4,381 | 0.29% | 0.3% | 241 | -415 | -1.86% | Q4 2025 | Feb 20, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 21,801 | 4,353 | 0.09% | 0.11% | 242 | -2,483 | -10.22% | Q4 2025 | Feb 03, 2026 |
| IFG Advisory, LLC | History | Reduced | 21,690 | 4,331 | 0.19% | 0.2% | 243 | -530 | -2.39% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 21,636 | 4,320 | 0.02% | 0.02% | 244 | +2,474 | 12.91% | Q4 2025 | Feb 11, 2026 |
| Ascent Group, LLC | History | Reduced | 21,618 | 4,316 | 0.15% | 0.16% | 245 | -945 | -4.19% | Q4 2025 | Jan 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 21,543 | 4,301 | 0.05% | 0.05% | 246 | +28 | 0.13% | Q4 2025 | Jan 29, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 21,515 | 4,296 | 0.07% | 0.11% | 247 | -9,432 | -30.48% | Q4 2025 | Jan 22, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 21,419 | 4,276 | 0.15% | 0.17% | 248 | -759 | -3.42% | Q4 2025 | Feb 04, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 21,133 | 4,219 | 1.92% | 1.99% | 249 | -12 | -0.06% | Q4 2025 | Jan 16, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 20,358 | 4,065 | 0.05% | 0.05% | 250 | +2,947 | 16.93% | Q4 2025 | Jan 30, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 20,338 | 4,061 | 0.18% | 0.18% | 251 | -355 | -1.72% | Q4 2025 | Jan 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 20,240 | 4,040 | 0.01% | 0.01% | 252 | -1,033 | -4.86% | Q4 2025 | Feb 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 20,033 | 4,000 | 0.13% | 0.13% | 253 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 19,888 | 3,971 | 0.1% | 0.08% | 254 | +2,148 | 12.11% | Q4 2025 | Feb 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 19,848 | 3,963 | 0.55% | 0.7% | 255 | -2,048 | -9.35% | Q4 2025 | Jan 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 19,823 | 3,958 | 0.39% | 0.39% | 256 | +344 | 1.77% | Q4 2025 | Feb 13, 2026 |
| TSA Wealth Managment LLC | History | Added to | 19,656 | 3,924 | 1.3% | 1.28% | 257 | +403 | 2.09% | Q4 2025 | Jan 22, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 19,436 | 3,881 | 0.05% | 0.05% | 258 | -125 | -0.64% | Q4 2025 | Feb 10, 2026 |
| Midwest Trust Co | History | Reduced | 19,365 | 3,866 | 0.05% | 0.05% | 259 | -91 | -0.47% | Q4 2025 | Feb 04, 2026 |
| Sowell Financial Services LLC | History | Added to | 19,194 | 3,832 | 0.14% | 0.14% | 260 | +184 | 0.97% | Q4 2025 | Jan 21, 2026 |
| May Hill Capital, LLC | History | Added to | 19,182 | 3,830 | 0.5% | 0.55% | 261 | +9,675 | 101.77% | Q4 2025 | Feb 05, 2026 |
| Secure Asset Management, LLC | History | Reduced | 19,129 | 3,819 | 0.6% | 0.71% | 262 | -2,578 | -11.88% | Q4 2025 | Jan 20, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 18,847 | 3,763 | 0.05% | 0.05% | 263 | -200 | -1.05% | Q4 2025 | Feb 05, 2026 |
| Stonebrook Private Inc. | History | Reduced | 18,830 | 3,759 | 0.79% | 0.84% | 264 | -1,006 | -5.07% | Q4 2025 | Feb 11, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 18,751 | 3,743 | 1.34% | 1.11% | 265 | +3,508 | 23.01% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Reduced | 18,648 | 3,723 | 0.0% | 0.0% | 266 | -4,878 | -20.73% | Q4 2025 | Feb 17, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 18,443 | 3,682 | 0.56% | 0.56% | 267 | -281 | -1.5% | Q4 2025 | Jan 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 18,331 | 3,660 | 0.0% | 0.0% | 268 | +2,390 | 14.99% | Q4 2025 | Feb 17, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 18,246 | 3,643 | 1.19% | 0.91% | 269 | +4,705 | 34.75% | Q4 2025 | Feb 11, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 18,232 | 3,640 | 0.16% | 0.16% | 270 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 18,138 | 3,621 | 0.12% | 0.11% | 271 | +2,340 | 14.81% | Q4 2025 | Jan 30, 2026 |
| Caprock Group, LLC | History | Added to | 18,134 | 3,620 | 0.08% | 0.08% | 272 | +249 | 1.39% | Q4 2025 | Jan 28, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 17,990 | 3,592 | 1.06% | 1.1% | 273 | -123 | -0.68% | Q4 2025 | Jan 21, 2026 |
| Sovran Advisors, LLC | History | Reduced | 17,881 | 3,574 | 0.3% | 0.33% | 274 | -234 | -1.29% | Q4 2025 | Jan 20, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 17,854 | 3,565 | 0.02% | 0.02% | 275 | -3 | -0.02% | Q4 2025 | Jan 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 17,853 | 3,564 | 3.19% | 3.25% | 276 | -167 | -0.93% | Q4 2025 | Jan 29, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 17,697 | 3,533 | 0.46% | 0.4% | 277 | +2,750 | 18.4% | Q4 2025 | Feb 05, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 17,684 | 3,531 | 0.21% | 0.06% | 278 | +12,586 | 246.88% | Q4 2025 | Feb 13, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 17,554 | 3,505 | 0.35% | 0.23% | 279 | +5,944 | 51.2% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 17,530 | 3,500 | 0.09% | 0.11% | 280 | -2,391 | -12.0% | Q4 2025 | Feb 17, 2026 |
| Inscription Capital, LLC | History | Added to | 17,512 | 3,496 | 0.36% | 0.35% | 281 | +854 | 5.13% | Q4 2025 | Jan 29, 2026 |
| Mosley Wealth Management | History | New | 17,302 | 3,475 | 1.59% | — | 282 | +17,302 | New | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | Added to | 17,267 | 3,447 | 0.06% | 0.07% | 284 | +530 | 3.17% | Q4 2025 | Feb 03, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 17,267 | 3,447 | 0.19% | 0.2% | 283 | -335 | -1.9% | Q4 2025 | Jan 13, 2026 |
| Glenview Trust Co | History | Added to | 17,120 | 3,418 | 0.05% | 0.04% | 285 | +3,454 | 25.27% | Q4 2025 | Feb 09, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 17,111 | 3,416 | 0.61% | 0.59% | 286 | -593 | -3.35% | Q4 2025 | Jan 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 17,101 | 3,414 | 0.02% | 0.02% | 287 | +388 | 2.32% | Q4 2025 | Jan 28, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 16,967 | 3,387 | 0.6% | 0.69% | 288 | -1,357 | -7.41% | Q4 2025 | Jan 21, 2026 |
| Haverford Trust Co | History | No change | 16,784 | 3,351 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 16,710 | 3,336 | 1.12% | 1.02% | 290 | -261 | -1.54% | Q4 2025 | Jan 13, 2026 |
| Terra Nova Asset Management LLC | History | Reduced | 16,488 | 3,292 | 2.17% | 2.04% | 291 | -64 | -0.39% | Q4 2025 | Jan 14, 2026 |
| CHOREO, LLC | History | Reduced | 16,145 | 3,253 | 0.04% | 0.05% | 292 | -1,509 | -8.55% | Q4 2025 | Jan 23, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 16,230 | 3,241 | 0.79% | 0.8% | 293 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Balboa Wealth Partners | History | Reduced | 16,094 | 3,213 | 0.53% | 0.56% | 294 | -355 | -2.16% | Q4 2025 | Jan 16, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 15,989 | 3,192 | 1.17% | 1.26% | 295 | -739 | -4.42% | Q4 2025 | Feb 06, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 15,916 | 3,178 | 0.01% | 0.01% | 296 | +12 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 15,907 | 3,176 | 1.44% | 1.51% | 297 | -1,488 | -8.55% | Q4 2025 | Jan 07, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 15,816 | 3,158 | 1.01% | 1.01% | 298 | -100 | -0.63% | Q4 2025 | Jan 21, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 15,788 | 3,152 | 0.03% | 0.04% | 299 | -20,876 | -56.94% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 15,750 | 3,144 | 0.0% | 0.0% | 300 | +13,944 | 772.09% | Q4 2025 | Feb 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 15,708 | 3,136 | 0.25% | 0.28% | 301 | -1,625 | -9.38% | Q4 2025 | Feb 06, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 15,702 | 3,135 | 0.5% | 0.57% | 302 | -889 | -5.36% | Q4 2025 | Jan 23, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Reduced | 15,658 | 3,126 | 1.69% | 1.76% | 303 | -27 | -0.17% | Q4 2025 | Feb 12, 2026 |
| Activest Wealth Management | History | Added to | 15,615 | 3,118 | 0.58% | 0.05% | 304 | +14,455 | 1246.12% | Q4 2025 | Jan 30, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 15,487 | 3,092 | 0.2% | 0.17% | 305 | +1,997 | 14.8% | Q4 2025 | Feb 17, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 15,451 | 3,085 | 0.18% | 0.2% | 306 | -479 | -3.01% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 15,440 | 3,083 | 0.01% | 0.01% | 307 | -564 | -3.52% | Q4 2025 | Feb 17, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 15,355 | 3,066 | 0.44% | 0.46% | 308 | +572 | 3.87% | Q4 2025 | Feb 09, 2026 |
| Waverly Advisors, LLC | History | Reduced | 15,298 | 3,054 | 0.02% | 0.03% | 309 | -160 | -1.04% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 15,272 | 3,049 | 0.14% | 0.34% | 310 | -18,180 | -54.35% | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | History | Reduced | 15,233 | 3,041 | 0.03% | 0.04% | 311 | -623 | -3.93% | Q4 2025 | Jan 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 15,206 | 3,036 | 0.26% | 0.32% | 312 | -3,479 | -18.62% | Q4 2025 | Feb 09, 2026 |
| NWAM LLC | History | Reduced | 15,192 | 3,035 | 0.17% | 0.18% | 313 | -2,002 | -11.64% | Q4 2025 | Feb 04, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 15,002 | 2,995 | 0.84% | 0.86% | 314 | -450 | -2.91% | Q4 2025 | Feb 09, 2026 |
| W ADVISORS, LLC | History | Reduced | 14,937 | 2,982 | 1.5% | 1.55% | 315 | -89 | -0.59% | Q4 2025 | Feb 13, 2026 |
| Second Half Financial Partners, LLC | History | No change | 14,855 | 2,966 | 1.32% | 1.28% | 316 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 14,853 | 2,965 | 0.53% | 0.51% | 317 | -200 | -1.33% | Q4 2025 | Jan 27, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 14,786 | 2,952 | 0.92% | 0.94% | 318 | +305 | 2.11% | Q4 2025 | Jan 12, 2026 |
| VestGen Advisors, LLC | History | Reduced | 14,729 | 2,941 | 0.13% | 0.1% | 319 | -996 | -6.33% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 14,711 | 2,937 | 0.25% | 0.24% | 320 | -97 | -0.66% | Q4 2025 | Feb 13, 2026 |
| Adams Wealth Management | History | Reduced | 14,344 | 2,864 | 0.61% | 0.63% | 321 | -775 | -5.13% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | Reduced | 14,344 | 2,864 | 0.53% | 0.6% | 322 | -775 | -5.13% | Q4 2025 | Feb 18, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 14,320 | 2,861 | 0.03% | 0.03% | 323 | +1,174 | 8.93% | Q4 2025 | Feb 02, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 14,154 | 2,826 | 0.65% | 0.65% | 324 | -384 | -2.64% | Q4 2025 | Jan 16, 2026 |
| World Investment Advisors | History | Added to | 14,127 | 2,820 | 0.05% | 0.03% | 325 | +6,461 | 84.28% | Q4 2025 | Mar 12, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 13,880 | 2,771 | 2.22% | 2.22% | 326 | -196 | -1.39% | Q4 2025 | Jan 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 13,851 | 2,766 | 0.13% | 0.13% | 327 | +94 | 0.68% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 13,701 | 2,735 | 0.02% | 0.02% | 328 | +631 | 4.83% | Q4 2025 | Feb 18, 2026 |
| Western Wealth Management, LLC | History | Reduced | 13,636 | 2,722 | 0.13% | 0.15% | 329 | -911 | -6.26% | Q4 2025 | Feb 05, 2026 |
| KKM Financial LLC | History | Reduced | 13,505 | 2,696 | 0.48% | 0.87% | 331 | -689 | -4.85% | Q4 2025 | Feb 18, 2026 |
| Eagle Strategies LLC | History | Added to | 13,503 | 2,696 | 0.34% | 0.35% | 330 | +36 | 0.27% | Q4 2025 | Jan 23, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 13,496 | 2,694 | 0.24% | 0.27% | 332 | -1,169 | -7.97% | Q4 2025 | Feb 12, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 13,408 | 2,677 | 0.61% | 0.64% | 333 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 13,258 | 2,671 | 0.18% | 0.17% | 334 | +1,660 | 14.31% | Q4 2025 | Jan 15, 2026 |
| LVW Advisors, LLC | History | Reduced | 13,362 | 2,668 | 0.27% | 0.27% | 335 | -44 | -0.33% | Q4 2025 | Jan 14, 2026 |
| Savant Capital, LLC | History | Added to | 13,327 | 2,661 | 0.02% | 0.02% | 336 | +615 | 4.84% | Q4 2025 | Feb 10, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 13,234 | 2,642 | 0.8% | 0.87% | 337 | -1,186 | -8.22% | Q4 2025 | Jan 12, 2026 |
| LongView Wealth Management | History | Reduced | 12,991 | 2,629 | 0.63% | 0.7% | 338 | -238 | -1.8% | Q4 2025 | Jan 13, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 13,126 | 2,621 | 0.48% | 0.52% | 339 | -2,075 | -13.65% | Q4 2025 | Jan 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 13,098 | 2,615 | 0.18% | 0.22% | 340 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 13,079 | 2,611 | 0.56% | 0.11% | 341 | +11,389 | 673.91% | Q4 2025 | Feb 12, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 13,075 | 2,610 | 0.32% | 0.32% | 342 | +173 | 1.34% | Q4 2025 | Jan 13, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 12,909 | 2,577 | 1.03% | 1.13% | 343 | -778 | -5.68% | Q4 2025 | Feb 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 12,896 | 2,575 | 0.15% | — | 344 | +12,896 | New | Q4 2025 | Feb 17, 2026 |
| Montis Financial, LLC | History | Reduced | 12,873 | 2,570 | 0.51% | 0.59% | 345 | -257 | -1.96% | Q4 2025 | Feb 11, 2026 |
| Summit Financial, LLC | History | Added to | 12,805 | 2,556 | 0.04% | 0.03% | 346 | +1,115 | 9.54% | Q4 2025 | Feb 13, 2026 |
| Financial Perspectives, Inc | History | Added to | 12,796 | 2,555 | 0.69% | 0.69% | 347 | +135 | 1.07% | Q4 2025 | Jan 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 12,703 | 2,536 | 0.14% | 0.14% | 348 | +746 | 6.24% | Q4 2025 | Feb 04, 2026 |
| M1 Capital Management LLC | History | Reduced | 12,676 | 2,531 | 1.06% | 1.18% | 349 | -1,331 | -9.5% | Q4 2025 | Feb 13, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 12,646 | 2,525 | 0.53% | 0.56% | 350 | -458 | -3.5% | Q4 2025 | Jan 26, 2026 |
| LRI Investments, LLC | History | No change | 12,465 | 2,489 | 0.2% | 0.2% | 351 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Allworth Financial LP | History | New | 12,319 | 2,459 | 0.01% | — | 352 | +12,319 | New | Q4 2025 | Feb 05, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 12,216 | 2,439 | 0.07% | 0.07% | 353 | +39 | 0.32% | Q4 2025 | Jan 21, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 12,158 | 2,427 | 0.65% | 0.7% | 354 | -1,105 | -8.33% | Q4 2025 | Jan 16, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 12,073 | 2,410 | 0.13% | 0.11% | 355 | +1,575 | 15.0% | Q4 2025 | Jan 07, 2026 |
| Ballew Advisors, Inc | History | Reduced | 11,792 | 2,380 | 1.34% | 1.32% | 356 | -383 | -3.15% | Q4 2025 | Jan 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 11,812 | 2,357 | 0.01% | 0.01% | 357 | +1,347 | 12.87% | Q4 2025 | Jan 27, 2026 |
| BEACON FINANCIAL GROUP | History | New | 11,776 | 2,351 | 0.23% | — | 358 | +11,776 | New | Q4 2025 | Apr 01, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 11,694 | 2,335 | 0.08% | 0.08% | 359 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 11,548 | 2,305 | 0.13% | 0.13% | 360 | -40 | -0.35% | Q4 2025 | Feb 06, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 11,487 | 2,293 | 0.52% | 0.59% | 361 | -507 | -4.23% | Q4 2025 | Feb 11, 2026 |
| EWA, LLC | History | Added to | 11,414 | 2,279 | 0.56% | 0.58% | 362 | +786 | 7.4% | Q4 2025 | Feb 03, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 11,410 | 2,278 | 0.22% | 0.14% | 363 | +4,178 | 57.77% | Q4 2025 | Feb 17, 2026 |
| Legacy Private Trust Co. | History | Reduced | 11,362 | 2,268 | 0.13% | 0.13% | 364 | -184 | -1.59% | Q4 2025 | Jan 08, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 11,342 | 2,264 | 0.18% | 0.2% | 365 | -500 | -4.22% | Q4 2025 | Jan 23, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 11,331 | 2,262 | 0.35% | 0.36% | 366 | -348 | -2.98% | Q4 2025 | Jan 23, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 11,211 | 2,238 | 0.1% | 0.1% | 367 | -130 | -1.15% | Q4 2025 | Feb 17, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 11,199 | 2,236 | 1.6% | 1.59% | 368 | -26 | -0.23% | Q4 2025 | Jan 30, 2026 |
| EQ LLC | History | Added to | 11,100 | 2,216 | 0.64% | 0.72% | 369 | +319 | 2.96% | Q4 2025 | Feb 10, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 11,075 | 2,211 | 1.52% | 1.53% | 370 | -36 | -0.32% | Q4 2025 | Jan 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 10,896 | 2,207 | 0.22% | 0.22% | 371 | +437 | 4.18% | Q4 2025 | Jan 12, 2026 |
| Apollon Financial, LLC | History | Added to | 10,944 | 2,185 | 0.32% | 0.35% | 372 | +241 | 2.25% | Q4 2025 | Jan 22, 2026 |
| West Wealth Group, LLC | History | Reduced | 10,886 | 2,173 | 0.45% | 0.5% | 373 | -510 | -4.48% | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 10,870 | 2,170 | 0.12% | 0.11% | 374 | +606 | 5.9% | Q4 2025 | Jan 20, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 10,855 | 2,169 | 0.63% | 0.71% | 375 | -290 | -2.6% | Q4 2025 | Jan 06, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 10,780 | 2,152 | 0.01% | 0.01% | 376 | -182 | -1.66% | Q4 2025 | Jan 29, 2026 |
| Magnus Financial Group LLC | History | Added to | 10,707 | 2,137 | 0.16% | 0.16% | 377 | +114 | 1.08% | Q4 2025 | Jan 07, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 10,702 | 2,136 | 0.36% | 0.38% | 378 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Apella Capital, LLC | History | New | 10,656 | 2,127 | 0.04% | — | 379 | +10,656 | New | Q4 2025 | Jan 21, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 10,989 | 2,123 | 0.46% | 0.47% | 380 | +282 | 2.63% | Q4 2025 | Feb 05, 2026 |
| Kovack Advisors, Inc. | History | Added to | 10,622 | 2,120 | 0.1% | 0.09% | 381 | +5,564 | 110.0% | Q4 2025 | Feb 17, 2026 |
| Allen Investment Management, LLC | History | Added to | 10,606 | 2,117 | 0.02% | 0.01% | 382 | +5,142 | 94.11% | Q4 2025 | Feb 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 10,571 | 2,110 | 0.25% | 0.26% | 383 | +152 | 1.46% | Q4 2025 | Jan 26, 2026 |
| Wealth Quarterback LLC | History | Reduced | 10,500 | 2,096 | 0.75% | 1.49% | 384 | -9,147 | -46.56% | Q4 2025 | Jan 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 10,487 | 2,094 | 0.16% | 0.16% | 385 | -75 | -0.71% | Q4 2025 | Feb 18, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 10,480 | 2,092 | 0.76% | 0.76% | 386 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NCM Capital Management, LLC | History | Added to | 10,472 | 2,090 | 0.78% | 0.78% | 387 | +201 | 1.96% | Q4 2025 | Mar 02, 2026 |
| Global Financial Private Client, LLC | History | No change | 10,464 | 2,089 | 0.73% | 0.73% | 388 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 10,453 | 2,087 | 0.85% | 0.89% | 389 | +64 | 0.62% | Q4 2025 | Jan 22, 2026 |
| Redwood Financial Network Corp | History | Added to | 10,307 | 2,058 | 1.31% | 1.21% | 390 | +554 | 5.68% | Q4 2025 | Feb 10, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 10,280 | 2,052 | 1.75% | — | 391 | +10,280 | New | Q4 2025 | Feb 13, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 10,273 | 2,051 | 0.12% | 0.12% | 392 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WESBANCO BANK INC | History | Reduced | 10,216 | 2,039 | 0.06% | 0.06% | 393 | -149 | -1.44% | Q4 2025 | Feb 03, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 10,132 | 2,023 | 0.12% | 0.13% | 394 | -18 | -0.18% | Q4 2025 | Feb 18, 2026 |
| AlphaCore Capital LLC | History | Added to | 10,108 | 2,018 | 0.05% | 0.02% | 395 | +7,542 | 293.92% | Q4 2025 | Feb 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 10,100 | 2,016 | 0.0% | 0.0% | 396 | -6,900 | -40.59% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 9,996 | 1,996 | 0.03% | 0.02% | 397 | -236 | -2.31% | Q4 2025 | Feb 02, 2026 |
| Visionary Wealth Advisors | History | Added to | 9,989 | 1,994 | 0.09% | 0.09% | 398 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Reduced | 9,903 | 1,977 | 0.09% | 0.09% | 399 | -181 | -1.79% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 9,888 | 1,974 | 0.02% | 0.01% | 400 | +6,061 | 158.37% | Q4 2025 | Feb 11, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 9,832 | 1,963 | 0.78% | 0.81% | 401 | -132 | -1.32% | Q4 2025 | Jan 15, 2026 |
| Northside Capital Management, LLC | History | No change | 9,800 | 1,956 | 0.17% | 0.18% | 402 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Kelly Financial Services LLC | History | Reduced | 9,705 | 1,937 | 0.49% | 0.62% | 403 | -2,423 | -19.98% | Q4 2025 | Jan 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 9,670 | 1,930 | 0.01% | 0.01% | 404 | +437 | 4.73% | Q4 2025 | Feb 13, 2026 |
| Maia Wealth LLC | History | Reduced | 10,078 | 1,922 | 0.33% | 0.37% | 405 | -613 | -5.73% | Q4 2025 | Feb 17, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 9,500 | 1,897 | 0.12% | 0.12% | 406 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| High Falls Advisors, Inc | History | Reduced | 9,487 | 1,894 | 0.38% | 0.55% | 408 | -4,077 | -30.06% | Q4 2025 | Feb 18, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 9,487 | 1,894 | 0.88% | 0.99% | 407 | -456 | -4.59% | Q4 2025 | Jan 22, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 9,444 | 1,885 | 0.23% | 0.24% | 409 | -188 | -1.95% | Q4 2025 | Jan 07, 2026 |
| Advisory Alpha, LLC | History | Reduced | 9,405 | 1,878 | 0.05% | 0.06% | 410 | -1,557 | -14.2% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 9,355 | 1,868 | 0.13% | 0.09% | 411 | +3,180 | 51.5% | Q4 2025 | Feb 03, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 9,347 | 1,866 | 0.22% | 0.22% | 412 | -120 | -1.27% | Q4 2025 | Feb 06, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 9,340 | 1,864 | 1.29% | 1.41% | 413 | -410 | -4.21% | Q4 2025 | Jan 08, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 9,329 | 1,862 | 0.62% | 2.2% | 415 | -22,228 | -70.44% | Q4 2025 | Jan 27, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 9,327 | 1,862 | 0.18% | 0.18% | 414 | -24 | -0.26% | Q4 2025 | Feb 17, 2026 |
| HCR Wealth Advisors | History | Reduced | 9,214 | 1,840 | 0.18% | 0.19% | 416 | -15 | -0.16% | Q4 2025 | Jan 27, 2026 |
| Apeiron RIA LLC | History | Reduced | 9,211 | 1,838 | 0.37% | 0.7% | 417 | -6,550 | -41.56% | Q4 2025 | Feb 03, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 9,200 | 1,837 | 0.45% | 0.48% | 418 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wallace Hart LLC | History | Added to | 9,175 | 1,832 | 1.35% | 0.28% | 420 | +7,203 | 365.26% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 9,177 | 1,832 | 0.02% | 0.02% | 419 | -1,175 | -11.35% | Q4 2025 | Jan 16, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 9,146 | 1,826 | 0.02% | 0.02% | 421 | -145 | -1.56% | Q4 2025 | Feb 12, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 9,101 | 1,817 | 0.06% | 0.06% | 422 | -507 | -5.28% | Q4 2025 | Feb 09, 2026 |
| ShoreHaven Wealth Partners, LLC | History | New | 8,985 | 1,794 | 0.64% | — | 423 | +8,985 | New | Q4 2025 | Feb 10, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 8,943 | 1,785 | 0.62% | 0.98% | 424 | -4,752 | -34.7% | Q4 2025 | Jan 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 8,937 | 1,784 | 0.03% | 0.02% | 425 | +3,642 | 68.78% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 8,810 | 1,759 | 0.05% | 0.05% | 426 | +240 | 2.8% | Q4 2025 | Feb 02, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 8,761 | 1,749 | 1.06% | 1.23% | 427 | -1,496 | -14.59% | Q4 2025 | Jan 16, 2026 |
| Fulcrum Equity Management | History | Reduced | 8,744 | 1,745 | 1.67% | 2.58% | 428 | -4,278 | -32.85% | Q4 2025 | Jan 06, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 8,681 | 1,733 | 0.01% | 0.01% | 429 | -66 | -0.75% | Q4 2025 | Jan 12, 2026 |
| Sharkey, Howes & Javer | History | Added to | 8,670 | 1,731 | 0.22% | 0.22% | 430 | +100 | 1.17% | Q4 2025 | Jan 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 8,628 | 1,722 | 0.01% | 0.04% | 431 | -17,085 | -66.44% | Q4 2025 | Feb 12, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 8,655 | 1,721 | 0.42% | 0.45% | 432 | +70 | 0.82% | Q4 2025 | Jan 23, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 8,606 | 1,718 | 0.07% | 0.08% | 433 | -954 | -9.98% | Q4 2025 | Jan 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 8,584 | 1,714 | 0.06% | 0.07% | 434 | -922 | -9.7% | Q4 2025 | Jan 15, 2026 |
| Investment Advisory Group, LLC | History | Added to | 8,541 | 1,705 | 0.44% | 0.43% | 435 | +387 | 4.75% | Q4 2025 | Jan 23, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 7,055 | 1,704 | 0.1% | 0.14% | 436 | -121 | -1.69% | Q4 2025 | Jan 29, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 8,531 | 1,703 | 0.28% | 0.3% | 437 | +60 | 0.71% | Q4 2025 | Jan 26, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 8,528 | 1,702 | 0.23% | 0.24% | 438 | -187 | -2.15% | Q4 2025 | Feb 13, 2026 |
| Balance Wealth, LLC | History | Reduced | 8,481 | 1,693 | 0.54% | 0.41% | 439 | -14 | -0.16% | Q4 2025 | Jan 21, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 8,477 | 1,692 | 0.69% | 0.72% | 440 | -504 | -5.61% | Q4 2025 | Jan 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 8,395 | 1,676 | 0.02% | 0.02% | 441 | +409 | 5.12% | Q4 2025 | Feb 02, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 8,334 | 1,664 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 8,331 | 1,663 | 0.12% | 0.14% | 443 | -1,232 | -12.88% | Q4 2025 | Jan 20, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 8,318 | 1,660 | 0.04% | 0.05% | 444 | -108 | -1.28% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 8,306 | 1,658 | 0.04% | 0.05% | 445 | -218 | -2.56% | Q4 2025 | Feb 17, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 8,278 | 1,652 | 0.63% | 0.62% | 446 | -4 | -0.05% | Q4 2025 | Feb 13, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 8,258 | 1,649 | 0.05% | 0.05% | 447 | +1 | 0.01% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 8,187 | 1,634 | 0.14% | 0.14% | 448 | -174 | -2.08% | Q4 2025 | Jan 26, 2026 |
| Keystone Financial Services | History | Reduced | 8,183 | 1,633 | 0.49% | 2.19% | 449 | -27,890 | -77.32% | Q4 2025 | Feb 12, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 8,170 | 1,631 | 1.19% | — | 450 | +8,170 | New | Q4 2025 | Mar 04, 2026 |
| Avior Wealth Management, LLC | History | Added to | 8,134 | 1,624 | 0.05% | 0.04% | 451 | +1,104 | 15.7% | Q4 2025 | Jan 06, 2026 |
| Meridian Wealth Advisors, LLC | History | Reduced | 8,076 | 1,612 | 0.22% | 0.24% | 452 | -630 | -7.24% | Q4 2025 | Feb 17, 2026 |
| Accel Wealth Management | History | Added to | 8,066 | 1,610 | 0.44% | 0.35% | 453 | +1,929 | 31.43% | Q4 2025 | Jan 20, 2026 |
| Davis Wealth Advisors, LLC | History | New | 8,029 | 1,603 | 1.33% | — | 454 | +8,029 | New | Q4 2025 | Feb 17, 2026 |
| Bawa N Mallick Trust | History | No change | 8,000 | 1,597 | 0.59% | 0.59% | 455 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 7,989 | 1,595 | 0.12% | 0.14% | 456 | -1,054 | -11.66% | Q4 2025 | Jan 23, 2026 |
| Teucrium Investment Advisors, LLC | History | New | 7,981 | 1,593 | 1.75% | — | 457 | +7,981 | New | Q4 2025 | Feb 17, 2026 |
| Asempa Wealth Advisors | History | New | 7,900 | 1,577 | 1.36% | — | 458 | +7,900 | New | Q4 2025 | Jan 08, 2026 |
| Worth Asset Management, LLC | History | Added to | 7,840 | 1,565 | 0.66% | 0.24% | 459 | +5,097 | 185.82% | Q4 2025 | Jan 14, 2026 |
| JB Capital LLC | History | Added to | 7,837 | 1,564 | 0.06% | 0.06% | 460 | +952 | 13.83% | Q4 2025 | Jan 20, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 7,809 | 1,559 | 0.05% | 0.04% | 461 | +2,311 | 42.03% | Q4 2025 | Jan 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 7,773 | 1,552 | 0.03% | 0.01% | 462 | +5,925 | 320.62% | Q4 2025 | Feb 18, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 7,718 | 1,541 | 0.68% | 1.42% | 463 | -10,690 | -58.07% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 7,618 | 1,521 | 0.01% | — | 464 | +7,618 | New | Q4 2025 | Feb 18, 2026 |
| Empower Advisory Group, LLC | History | Added to | 7,592 | 1,515 | 0.0% | 0.0% | 465 | +2,334 | 44.39% | Q4 2025 | Feb 12, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 7,495 | 1,496 | 0.07% | 0.07% | 466 | -196 | -2.55% | Q4 2025 | Jan 22, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 7,470 | 1,491 | 0.09% | 0.14% | 467 | -4,530 | -37.75% | Q4 2025 | Feb 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 7,454 | 1,488 | 0.07% | 0.08% | 468 | -74 | -0.98% | Q4 2025 | Jan 12, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 7,420 | 1,483 | 0.05% | 0.09% | 469 | -5,750 | -43.66% | Q4 2025 | Jan 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 7,352 | 1,468 | 0.03% | 0.02% | 470 | +4,339 | 144.01% | Q4 2025 | Feb 11, 2026 |
| Detalus Advisors, LLC | History | New | 7,346 | 1,466 | 0.36% | — | 472 | +7,346 | New | Q4 2025 | Feb 03, 2026 |
| Moors & Cabot, Inc. | History | Added to | 7,343 | 1,466 | 0.06% | 0.06% | 471 | +344 | 4.91% | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | Added to | 7,310 | 1,459 | 0.03% | 0.02% | 473 | +455 | 6.64% | Q4 2025 | Feb 17, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 7,185 | 1,434 | 0.42% | 0.4% | 474 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| KM Capital Management Ltd. | History | Added to | 7,178 | 1,433 | 0.73% | 0.13% | 475 | +5,713 | 389.97% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | Reduced | 7,176 | 1,432 | 0.44% | 0.47% | 476 | -121 | -1.66% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 7,171 | 1,431 | 0.01% | — | 477 | +7,171 | New | Q4 2025 | Feb 17, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Added to | 7,170 | 1,431 | 0.92% | 0.86% | 478 | +437 | 6.49% | Q4 2025 | Feb 04, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 7,159 | 1,429 | 0.5% | 0.54% | 479 | -380 | -5.04% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 7,086 | 1,414 | 0.0% | 0.0% | 480 | +5,369 | 312.7% | Q4 2025 | Feb 19, 2026 |
| M3 Advisory Group, LLC | History | Reduced | 6,972 | 1,392 | 0.85% | 0.86% | 481 | -46 | -0.66% | Q4 2025 | Jan 16, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 6,917 | 1,391 | 0.56% | 0.6% | 482 | -257 | -3.58% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,962 | 1,390 | 0.03% | 0.03% | 483 | +149 | 2.19% | Q4 2025 | Jan 14, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 6,955 | 1,388 | 0.05% | 0.05% | 484 | +50 | 0.72% | Q4 2025 | Jan 07, 2026 |
| NBC SECURITIES, INC. | History | Added to | 6,922 | 1,382 | 0.1% | 0.1% | 485 | +29 | 0.42% | Q4 2025 | Jan 29, 2026 |
| Greenspring Advisors, LLC | History | Added to | 6,890 | 1,375 | 0.08% | 0.06% | 486 | +5,089 | 282.57% | Q4 2025 | Feb 10, 2026 |
| Westside Investment Management, Inc. | History | No change | 6,852 | 1,368 | 0.22% | 0.21% | 487 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Stanich Group LLC | History | Added to | 6,844 | 1,366 | 1.03% | 0.82% | 488 | +5 | 0.07% | Q4 2025 | Jan 23, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 6,793 | 1,356 | 0.04% | 0.05% | 489 | -854 | -11.17% | Q4 2025 | Feb 12, 2026 |
| Aurora Private Wealth, Inc. | History | New | 6,768 | 1,351 | 0.89% | — | 490 | +6,768 | New | Q4 2025 | Feb 02, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 6,734 | 1,344 | 0.32% | 0.4% | 491 | -1,464 | -17.86% | Q4 2025 | Jan 15, 2026 |
| First Western Trust Bank | History | No change | 6,700 | 1,337 | 0.07% | 0.06% | 492 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 6,680 | 1,333 | 0.45% | 0.47% | 493 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Olde Wealth Management, LLC | History | No change | 6,667 | 1,331 | 0.41% | 0.42% | 494 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 6,613 | 1,320 | 0.95% | 0.99% | 495 | +2 | 0.03% | Q4 2025 | Jan 12, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 6,596 | 1,317 | 0.45% | 0.46% | 496 | -463 | -6.56% | Q4 2025 | Jan 12, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 6,580 | 1,313 | 0.3% | 0.27% | 497 | -65 | -0.98% | Q4 2025 | Feb 02, 2026 |
| Harborfront Financial Group LLC | History | New | 6,561 | 1,310 | 9.75% | — | 498 | +6,561 | New | Q4 2025 | Feb 17, 2026 |
| Yeomans Consulting Group, Inc. | History | Added to | 6,529 | 1,303 | 0.38% | 0.42% | 499 | +373 | 6.06% | Q4 2025 | Jan 07, 2026 |
| BROOKTREE CAPITAL MANAGEMENT | History | Reduced | 6,476 | 1,293 | 0.86% | 0.84% | 500 | -270 | -4.0% | Q4 2025 | Feb 02, 2026 |
| Zhang Financial LLC | History | No change | 6,454 | 1,288 | 0.05% | 0.05% | 501 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 6,449 | 1,287 | 0.07% | 0.08% | 502 | -127 | -1.93% | Q4 2025 | Feb 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 6,371 | 1,286 | 0.06% | — | 503 | +6,371 | New | Q4 2025 | Feb 03, 2026 |
| KPP Advisory Services LLC | History | Reduced | 6,402 | 1,278 | 0.19% | 0.2% | 504 | -612 | -8.73% | Q4 2025 | Feb 02, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 6,383 | 1,274 | 0.08% | 0.08% | 505 | -132 | -2.03% | Q4 2025 | Feb 05, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 6,348 | 1,267 | 0.13% | 0.15% | 506 | -400 | -5.93% | Q4 2025 | Jan 09, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 6,305 | 1,258 | 0.42% | 0.72% | 507 | -4,383 | -41.01% | Q4 2025 | Feb 06, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 6,277 | 1,253 | 0.99% | — | 508 | +6,277 | New | Q4 2025 | Feb 09, 2026 |
| Cooper Financial Group | History | Reduced | 6,159 | 1,229 | 0.13% | 0.15% | 509 | -568 | -8.44% | Q4 2025 | Jan 08, 2026 |
| Clearstead Advisors, LLC | History | Added to | 6,148 | 1,227 | 0.02% | 0.02% | 510 | +99 | 1.64% | Q4 2025 | Feb 09, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 6,135 | 1,225 | 0.81% | 0.56% | 511 | +1,936 | 46.11% | Q4 2025 | Feb 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 6,126 | 1,223 | 0.08% | 0.09% | 512 | +27 | 0.44% | Q4 2025 | Feb 11, 2026 |
| StoneX Group Inc. | History | Added to | 6,117 | 1,222 | 0.05% | 0.04% | 513 | +1,108 | 22.12% | Q4 2025 | Feb 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 6,100 | 1,218 | 0.15% | — | 515 | +6,100 | New | Q4 2025 | Jan 15, 2026 |
| Hudson Portfolio Management LLC | History | Reduced | 6,100 | 1,218 | 1.05% | 1.12% | 514 | -335 | -5.21% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 6,025 | 1,214 | 0.05% | 0.31% | 517 | -19,404 | -76.31% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 6,081 | 1,214 | 0.04% | — | 516 | +6,081 | New | Q4 2025 | Feb 13, 2026 |
| Lavaca Capital LLC | History | Added to | 6,059 | 1,209 | 0.2% | 0.2% | 518 | +59 | 0.98% | Q4 2025 | Feb 13, 2026 |
| Stratos Investment Management, LLC | History | Added to | 6,026 | 1,203 | 0.05% | 0.05% | 519 | +120 | 2.03% | Q4 2025 | Jan 20, 2026 |
| Axecap Investments, LLC | History | Added to | 5,993 | 1,196 | 0.74% | 0.67% | 521 | +435 | 7.83% | Q4 2025 | Jan 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 5,992 | 1,196 | 0.03% | 0.03% | 520 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 5,913 | 1,180 | 0.08% | 0.09% | 522 | -326 | -5.23% | Q4 2025 | Feb 11, 2026 |
| DAGCO, INC. | History | Added to | 5,883 | 1,174 | 0.27% | 0.26% | 523 | +533 | 9.96% | Q4 2025 | Jan 08, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 5,850 | 1,168 | 0.04% | 0.04% | 524 | -90 | -1.52% | Q4 2025 | Jan 05, 2026 |
| Stillwater Wealth Management Group | History | Reduced | 5,850 | 1,168 | 0.79% | 0.8% | 525 | -10 | -0.17% | Q4 2025 | Jan 27, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Reduced | 5,833 | 1,164 | 0.07% | 0.07% | 526 | -36 | -0.61% | Q4 2025 | Feb 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 5,789 | 1,155 | 0.07% | 0.08% | 527 | -768 | -11.71% | Q4 2025 | Jan 23, 2026 |
| Petix & Botte Co | History | Added to | 5,774 | 1,152 | 0.26% | 0.26% | 528 | +16 | 0.28% | Q4 2025 | Feb 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 5,767 | 1,151 | 0.05% | 0.05% | 529 | +112 | 1.98% | Q4 2025 | Feb 02, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 5,730 | 1,144 | 0.09% | 0.09% | 530 | +278 | 5.1% | Q4 2025 | Jan 07, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 5,719 | 1,141 | 0.27% | 0.27% | 531 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 5,712 | 1,140 | 0.72% | 0.64% | 532 | +765 | 15.46% | Q4 2025 | Jan 07, 2026 |
| Latitude Advisors, LLC | History | Reduced | 5,686 | 1,135 | 0.5% | 0.54% | 533 | -357 | -5.91% | Q4 2025 | Jan 27, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 5,683 | 1,134 | 0.0% | 0.0% | 534 | +232 | 4.26% | Q4 2025 | Feb 11, 2026 |
| GREENLEAF TRUST | History | Reduced | 5,657 | 1,129 | 0.01% | 0.01% | 535 | -58 | -1.01% | Q4 2025 | Jan 21, 2026 |
| Riverview Capital Advisers, LLC | History | No change | 9,834 | 1,129 | 0.34% | 0.33% | 536 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 5,629 | 1,124 | 0.61% | 0.93% | 537 | -2,800 | -33.22% | Q4 2025 | Feb 05, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 5,621 | 1,122 | 0.17% | 0.23% | 538 | -1,246 | -18.14% | Q4 2025 | Jan 21, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 5,874 | 1,118 | 0.64% | 0.45% | 539 | -1,080 | -15.53% | Q4 2025 | Feb 10, 2026 |
| MKT Advisors LLC | History | Added to | 5,530 | 1,108 | 0.38% | 0.39% | 540 | +153 | 2.85% | Q4 2025 | Jan 08, 2026 |
| COURIER CAPITAL LLC | History | No change | 5,459 | 1,090 | 0.06% | 0.06% | 541 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 5,449 | 1,087 | 0.58% | — | 542 | +5,449 | New | Q4 2025 | Feb 13, 2026 |
| Howard Capital Management Inc. | History | Added to | 5,442 | 1,086 | 0.01% | 0.01% | 543 | +39 | 0.72% | Q4 2025 | Jan 23, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 5,417 | 1,081 | 1.04% | — | 544 | +5,417 | New | Q4 2025 | Jan 23, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 5,413 | 1,080 | 0.4% | 0.47% | 545 | -651 | -10.74% | Q4 2025 | Jan 08, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 5,383 | 1,074 | 0.55% | 0.52% | 546 | +439 | 8.88% | Q4 2025 | Feb 12, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 5,404 | 1,072 | 0.18% | 0.19% | 547 | +1 | 0.02% | Q4 2025 | Feb 06, 2026 |
| Tactive Advisors, LLC | History | Reduced | 5,368 | 1,071 | 0.31% | 0.31% | 548 | -195 | -3.51% | Q4 2025 | Jan 09, 2026 |
| Unified Investment Management | History | Reduced | 5,345 | 1,067 | 1.07% | 1.13% | 549 | -450 | -7.77% | Q4 2025 | Feb 09, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 5,304 | 1,059 | 0.08% | 0.1% | 550 | -149 | -2.73% | Q4 2025 | Jan 28, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 5,293 | 1,056 | 0.31% | 0.31% | 551 | -70 | -1.31% | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 5,284 | 1,055 | 0.07% | 0.08% | 552 | +195 | 3.83% | Q4 2025 | Jan 21, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 5,278 | 1,053 | 0.13% | 0.13% | 553 | +83 | 1.6% | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | Reduced | 5,254 | 1,049 | 0.14% | 0.14% | 554 | -103 | -1.92% | Q4 2025 | Jan 29, 2026 |
| Palumbo Wealth Management LLC | History | New | 5,200 | 1,038 | 0.26% | — | 555 | +5,200 | New | Q4 2025 | Jan 21, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 5,191 | 1,036 | 0.05% | 0.06% | 556 | -6 | -0.12% | Q4 2025 | Feb 04, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 5,108 | 1,019 | 0.13% | 0.17% | 557 | -1,352 | -20.93% | Q4 2025 | Feb 03, 2026 |
| Dakota Wealth Management | History | Reduced | 5,075 | 1,013 | 0.02% | 0.02% | 558 | -364 | -6.69% | Q4 2025 | Jan 13, 2026 |
| LANE BROTHERS & CO INC | History | New | 5,070 | 1,012 | 0.73% | — | 559 | +5,070 | New | Q4 2025 | Mar 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 5,048 | 1,007 | 0.03% | 0.03% | 560 | +1,176 | 30.37% | Q4 2025 | Feb 03, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 5,045 | 1,007 | 0.31% | 0.32% | 561 | -37 | -0.73% | Q4 2025 | Feb 12, 2026 |
| Choate Investment Advisors | History | No change | 4,950 | 988 | 0.02% | 0.02% | 562 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 4,875 | 973 | 0.07% | 0.06% | 563 | +370 | 8.21% | Q4 2025 | Jan 26, 2026 |
| Rede Wealth, LLC | History | New | 4,868 | 972 | 0.34% | — | 564 | +4,868 | New | Q4 2025 | Jan 23, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 4,865 | 971 | 0.06% | 0.08% | 565 | -989 | -16.89% | Q4 2025 | Feb 18, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | No change | 4,812 | 960 | 0.15% | 0.14% | 566 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lighthouse Financial LLC | History | Reduced | 4,790 | 956 | 0.62% | 0.68% | 568 | -500 | -9.45% | Q4 2025 | Feb 17, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 4,807 | 956 | 0.25% | 0.27% | 567 | +1 | 0.02% | Q4 2025 | Jan 26, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 4,768 | 952 | 0.16% | — | 569 | +4,768 | New | Q4 2025 | Feb 12, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 4,749 | 948 | 0.3% | 0.3% | 570 | +173 | 3.78% | Q4 2025 | Jan 07, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 4,718 | 942 | 0.09% | 0.11% | 571 | +452 | 10.6% | Q4 2025 | Jan 22, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 4,646 | 927 | 0.11% | 0.12% | 572 | -214 | -4.4% | Q4 2025 | Jan 08, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 4,633 | 925 | 0.3% | 0.27% | 573 | +570 | 14.03% | Q4 2025 | Feb 13, 2026 |
| Bedminster, LLC | History | New | 4,630 | 924 | 0.85% | — | 575 | +4,630 | New | Q4 2025 | Feb 05, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Added to | 4,632 | 924 | 0.14% | 0.16% | 574 | +100 | 2.21% | Q4 2025 | Jan 29, 2026 |
| Eddie Patel Inc | History | New | 4,623 | 923 | 0.69% | — | 576 | +4,623 | New | Q4 2025 | Feb 17, 2026 |
| BURNS J W & CO INC/NY | History | No change | 4,620 | 922 | 0.1% | 0.1% | 577 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,595 | 917 | 0.0% | 0.0% | 578 | +1,265 | 37.99% | Q4 2025 | Feb 17, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 4,586 | 915 | 0.1% | 0.17% | 579 | -3,957 | -46.32% | Q4 2025 | Feb 03, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 4,581 | 914 | 0.02% | 0.02% | 580 | -9 | -0.2% | Q4 2025 | Feb 05, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 4,555 | 909 | 0.6% | 0.64% | 581 | -347 | -7.08% | Q4 2025 | Jan 21, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 4,549 | 908 | 0.31% | 0.33% | 582 | -7 | -0.15% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 4,535 | 905 | 0.01% | 0.01% | 583 | -181 | -3.84% | Q4 2025 | Feb 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,495 | 897 | 0.01% | 0.01% | 584 | +36 | 0.81% | Q4 2025 | Feb 03, 2026 |
| Signet Private Wealth LLC | History | New | 4,405 | 879 | 0.84% | — | 585 | +4,405 | New | Q4 2025 | Feb 11, 2026 |
| CrossGen Wealth, LLC | History | New | 4,405 | 879 | 0.77% | — | 586 | +4,405 | New | Q4 2025 | Feb 19, 2026 |
| Affiance Financial, LLC | History | Reduced | 4,400 | 878 | 0.14% | 0.17% | 587 | -400 | -8.33% | Q4 2025 | Jan 21, 2026 |
| Orange Investment Advisors, Inc. | History | Reduced | 4,370 | 872 | 0.1% | 0.09% | 588 | -70 | -1.58% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 4,356 | 869 | 0.0% | — | 589 | +4,356 | New | Q4 2025 | Feb 13, 2026 |
| WealthShield Partners, LLC | History | Reduced | 4,345 | 867 | 0.1% | 0.1% | 590 | -171 | -3.79% | Q4 2025 | Feb 03, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 4,341 | 866 | 0.03% | 0.06% | 591 | -4,195 | -49.14% | Q4 2025 | Feb 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 4,323 | 863 | 0.3% | 0.08% | 592 | +4,123 | 2061.5% | Q4 2025 | Jan 20, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 4,327 | 863 | 0.15% | 0.16% | 593 | -861 | -16.6% | Q4 2025 | Feb 10, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 4,321 | 862 | 0.16% | 0.18% | 595 | -460 | -9.62% | Q4 2025 | Jan 30, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 4,321 | 862 | 0.0% | 0.0% | 594 | -3 | -0.07% | Q4 2025 | Feb 12, 2026 |
| WARNER FINANCIAL, INC | History | No change | 4,313 | 861 | 0.3% | 0.32% | 596 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SPINNAKER TRUST | History | Reduced | 4,286 | 855 | 0.05% | 0.05% | 597 | -253 | -5.57% | Q4 2025 | Feb 10, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 4,263 | 851 | 0.62% | 0.61% | 598 | -22 | -0.51% | Q4 2025 | Feb 12, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 4,234 | 845 | 0.05% | 0.05% | 599 | -805 | -15.98% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 4,152 | 829 | 0.04% | 0.05% | 600 | +135 | 3.36% | Q4 2025 | Feb 10, 2026 |
| Advance Capital Management, Inc. | History | No change | 4,137 | 826 | 0.04% | 0.04% | 601 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 4,127 | 824 | 0.02% | 0.02% | 602 | -411 | -9.06% | Q4 2025 | Feb 03, 2026 |
| WT Wealth Management | History | Added to | 4,122 | 823 | 0.24% | 0.22% | 603 | +276 | 7.18% | Q4 2025 | Feb 02, 2026 |
| Asset Dedication, LLC | History | No change | 4,120 | 822 | 0.05% | 0.05% | 604 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 4,070 | 812 | 0.42% | 0.62% | 605 | -1,495 | -26.86% | Q4 2025 | Feb 10, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 4,037 | 806 | 0.34% | 0.38% | 606 | -306 | -7.05% | Q4 2025 | Feb 18, 2026 |
| Westover Capital Advisors, LLC | History | No change | 4,000 | 798 | 0.15% | 0.14% | 607 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PUREfi Wealth, LLC | History | Added to | 3,985 | 795 | 0.61% | 0.59% | 608 | +93 | 2.39% | Q4 2025 | Jan 12, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 3,977 | 794 | 0.02% | 0.02% | 609 | -23 | -0.58% | Q4 2025 | Feb 04, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 3,980 | 793 | 0.56% | 0.54% | 610 | -20 | -0.5% | Q4 2025 | Jan 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 3,970 | 792 | 0.01% | 0.01% | 611 | -232 | -5.52% | Q4 2025 | Jan 21, 2026 |
| Dodds Wealth, LLC | History | Reduced | 3,964 | 791 | 0.19% | 0.19% | 612 | -13 | -0.33% | Q4 2025 | Feb 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 3,917 | 782 | 0.04% | 0.04% | 613 | +188 | 5.04% | Q4 2025 | Feb 13, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 3,903 | 779 | 0.57% | 0.65% | 615 | -749 | -16.1% | Q4 2025 | Feb 17, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 3,906 | 779 | 0.32% | 0.33% | 614 | +7 | 0.18% | Q4 2025 | Jan 22, 2026 |
| Lantz Financial LLC | History | Reduced | 3,870 | 772 | 0.16% | 0.21% | 616 | -1,057 | -21.45% | Q4 2025 | Jan 14, 2026 |
| Family Manage LLC | History | No change | 3,860 | 770 | 0.1% | 0.1% | 617 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 3,861 | 770 | 0.23% | 0.24% | 618 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 3,828 | 764 | 0.02% | 0.02% | 619 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 3,824 | 763 | 0.04% | 0.1% | 620 | -5,278 | -57.99% | Q4 2025 | Jan 14, 2026 |
| Bison Wealth, LLC | History | New | 4,115 | 759 | 0.09% | — | 621 | +4,115 | New | Q4 2025 | Mar 24, 2026 |
| BLVD Private Wealth, LLC | History | No change | 3,800 | 758 | 0.66% | 0.64% | 622 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| United Capital Management of KS, Inc. | History | Reduced | 3,785 | 755 | 0.11% | 0.11% | 623 | -165 | -4.18% | Q4 2025 | Feb 17, 2026 |
| Amicus Financial Advisors, LLC | History | New | 3,780 | 754 | 0.21% | — | 624 | +3,780 | New | Q4 2025 | Mar 02, 2026 |
| Presidio Capital Management, LLC | History | Added to | 3,776 | 753 | 0.23% | 0.25% | 625 | +166 | 4.6% | Q4 2025 | Jan 15, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 3,762 | 752 | 0.35% | 0.32% | 626 | +256 | 7.3% | Q4 2025 | Jan 23, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 3,957 | 751 | 0.17% | 0.18% | 627 | +488 | 14.07% | Q4 2025 | Feb 24, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 3,757 | 750 | 0.05% | 0.05% | 628 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PFG Advisors | History | Added to | 3,751 | 749 | 0.04% | 0.02% | 629 | +1,071 | 39.96% | Q4 2025 | Jan 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 3,740 | 747 | 0.01% | 0.02% | 630 | -784 | -17.33% | Q4 2025 | Feb 12, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 3,736 | 746 | 0.17% | 0.18% | 631 | -15 | -0.4% | Q4 2025 | Feb 05, 2026 |
| Hilltop Partners LLC | History | No change | 3,715 | 741 | 0.19% | 0.22% | 632 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Fiduciary Planning LLC | History | No change | 3,684 | 735 | 0.22% | 0.22% | 633 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 3,680 | 734 | 0.01% | 0.03% | 634 | -3,103 | -45.75% | Q4 2025 | Feb 06, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 3,655 | 729 | 0.19% | 0.19% | 635 | -26 | -0.71% | Q4 2025 | Jan 07, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 3,628 | 724 | 0.02% | 0.02% | 636 | +1 | 0.03% | Q4 2025 | Jan 12, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 3,606 | 720 | 0.09% | 0.09% | 637 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| ASL Financial, LLC | History | New | 3,596 | 718 | 0.56% | — | 639 | +3,596 | New | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,601 | 718 | 0.03% | 0.03% | 638 | -18 | -0.5% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | Reduced | 3,573 | 713 | 0.01% | 0.1% | 640 | -22,626 | -86.36% | Q4 2025 | Feb 17, 2026 |
| Urban Wealth Management, LLC | History | New | 3,570 | 712 | 0.66% | — | 641 | +3,570 | New | Q4 2025 | Jan 30, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 3,535 | 705 | 0.04% | 0.04% | 642 | -69 | -1.91% | Q4 2025 | Jan 22, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 3,504 | 699 | 0.05% | 0.05% | 643 | -398 | -10.2% | Q4 2025 | Feb 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 3,498 | 698 | 0.2% | 0.73% | 644 | -8,558 | -70.99% | Q4 2025 | Feb 11, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Reduced | 3,483 | 695 | 0.38% | 0.46% | 645 | -407 | -10.46% | Q4 2025 | Feb 10, 2026 |
| Oxinas Partners, LLC | History | Added to | 3,437 | 686 | 0.33% | 0.36% | 646 | +1 | 0.03% | Q4 2025 | Jan 26, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 3,430 | 684 | 0.01% | 0.01% | 647 | -2 | -0.06% | Q4 2025 | Feb 17, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 3,414 | 681 | 0.29% | 0.3% | 648 | -42 | -1.22% | Q4 2025 | Jan 15, 2026 |
| Chesapeake Wealth Management | History | Reduced | 3,404 | 679 | 0.2% | 0.2% | 649 | -15 | -0.44% | Q4 2025 | Feb 03, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 3,400 | 678 | 0.13% | 0.11% | 650 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XML Financial, LLC | History | Added to | 3,394 | 677 | 0.06% | 0.05% | 651 | +42 | 1.25% | Q4 2025 | Feb 11, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,356 | 670 | 0.0% | 0.0% | 652 | -201 | -5.65% | Q4 2025 | Feb 13, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 3,346 | 668 | 0.05% | 0.05% | 653 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Essex Bank | History | No change | 3,345 | 667 | 0.14% | 0.15% | 654 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Moment Partners, LLC | History | No change | 3,339 | 666 | 0.14% | 0.12% | 655 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 3,334 | 665 | 0.0% | 0.0% | 656 | +954 | 40.08% | Q4 2025 | Feb 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 3,307 | 660 | 0.01% | 0.01% | 657 | -106 | -3.11% | Q4 2025 | Jan 28, 2026 |
| Intrua Financial, LLC | History | Reduced | 3,300 | 658 | 0.07% | 0.07% | 659 | -11 | -0.33% | Q4 2025 | Feb 05, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 3,296 | 658 | 0.02% | 0.02% | 658 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Madrid Wealth Management, LLC | History | New | 3,267 | 652 | 0.53% | — | 661 | +3,267 | New | Q4 2025 | Feb 02, 2026 |
| Diversified Trust Co | History | No change | 3,269 | 652 | 0.01% | 0.01% | 660 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 3,250 | 648 | 0.01% | 0.01% | 662 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 3,230 | 645 | 0.02% | 0.02% | 663 | +35 | 1.1% | Q4 2025 | Feb 13, 2026 |
| Harvest Investment Services, LLC | History | Added to | 3,223 | 643 | 0.12% | 0.11% | 664 | +428 | 15.31% | Q4 2025 | Feb 17, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 3,208 | 640 | 0.36% | 0.47% | 665 | -972 | -23.25% | Q4 2025 | Jan 14, 2026 |
| Aspen Investment Management Inc | History | New | 3,200 | 639 | 0.19% | — | 666 | +3,200 | New | Q4 2025 | Feb 06, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 3,199 | 638 | 0.05% | 0.07% | 667 | -1,289 | -28.72% | Q4 2025 | Feb 04, 2026 |
| Sensible Money, LLC | History | No change | 3,200 | 638 | 0.2% | 0.21% | 668 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Columbia Bank | History | No change | 3,200 | 638 | 0.18% | 0.18% | 669 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 3,188 | 636 | 0.05% | 0.05% | 670 | +1,385 | 76.82% | Q4 2025 | Feb 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 3,184 | 635 | 0.07% | 0.06% | 671 | +1,408 | 79.28% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 3,160 | 630 | 0.0% | 0.0% | 672 | -596 | -15.87% | Q4 2025 | Feb 17, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 3,059 | 610 | 0.22% | 0.21% | 673 | +2 | 0.07% | Q4 2025 | Jan 30, 2026 |
| BESSEMER GROUP INC | History | Added to | 3,034 | 607 | 0.0% | 0.0% | 674 | +1,840 | 154.1% | Q4 2025 | Feb 05, 2026 |
| Fiduciary Group, LLC | History | No change | 3,044 | 607 | 0.05% | 0.05% | 675 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,034 | 605 | 0.0% | 0.0% | 676 | +137 | 4.73% | Q4 2025 | Feb 02, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 3,032 | 605 | 0.09% | 0.09% | 677 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Antonelli Financial Advisors, LLC | History | No change | 3,021 | 603 | 0.4% | 0.4% | 678 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Dentgroup LLC | History | Reduced | 3,005 | 600 | 0.41% | 0.38% | 679 | -12 | -0.4% | Q4 2025 | Jan 28, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 2,996 | 598 | 0.01% | 0.01% | 680 | -20 | -0.66% | Q4 2025 | Feb 03, 2026 |
| Michels Family Financial, LLC | History | Reduced | 2,992 | 597 | 0.44% | 0.46% | 681 | -47 | -1.55% | Q4 2025 | Feb 19, 2026 |
| Canal Capital Management, LLC | History | Added to | 2,983 | 595 | 0.08% | 0.09% | 682 | +1 | 0.03% | Q4 2025 | Jan 06, 2026 |
| Manchester Capital Management LLC | History | No change | 2,968 | 592 | 0.08% | 0.08% | 683 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 2,961 | 591 | 0.25% | 0.27% | 684 | -6 | -0.2% | Q4 2025 | Jan 26, 2026 |
| Next Level Private LLC | History | Added to | 2,946 | 588 | 0.15% | 0.17% | 685 | +1 | 0.03% | Q4 2025 | Jan 07, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 2,893 | 585 | 0.04% | 0.04% | 686 | +37 | 1.3% | Q4 2025 | Feb 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 2,890 | 577 | 0.01% | 0.01% | 687 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | No change | 2,891 | 577 | 0.23% | 0.24% | 688 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 2,888 | 576 | 0.02% | 0.03% | 689 | -435 | -13.09% | Q4 2025 | Jan 20, 2026 |
| CARDEROCK CAPITAL MANAGEMENT INC | History | No change | 2,875 | 574 | 0.14% | 0.14% | 690 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 2,876 | 573 | 0.29% | 0.66% | 691 | -3,112 | -51.97% | Q4 2025 | Jan 29, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 2,852 | 569 | 0.16% | — | 692 | +2,852 | New | Q4 2025 | Jan 12, 2026 |
| Traveka Wealth, LLC | History | Added to | 2,820 | 563 | 0.23% | 0.13% | 693 | +1,337 | 90.16% | Q4 2025 | Jan 08, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 2,809 | 560 | 0.09% | 0.12% | 694 | -546 | -16.27% | Q4 2025 | Feb 11, 2026 |
| One Capital Management, LLC | History | No change | 2,801 | 559 | 0.02% | 0.02% | 695 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WASHINGTON TRUST BANK | History | No change | 2,793 | 557 | 0.04% | 0.04% | 696 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Asset Management Group, Inc. | History | Reduced | 2,770 | 553 | 0.09% | 0.09% | 697 | -32 | -1.14% | Q4 2025 | Feb 17, 2026 |
| Bensler, LLC | History | Reduced | 2,770 | 553 | 0.06% | 0.06% | 698 | -5 | -0.18% | Q4 2025 | Feb 04, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 2,766 | 552 | 0.04% | 0.04% | 699 | -35 | -1.25% | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,750 | 549 | 0.04% | 0.04% | 700 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 2,749 | 548 | 0.1% | 0.02% | 701 | +2,337 | 567.23% | Q4 2025 | Feb 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 2,735 | 546 | 0.01% | 0.01% | 703 | +763 | 38.69% | Q4 2025 | Feb 02, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 2,739 | 546 | 0.08% | 0.07% | 702 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 2,733 | 545 | 0.0% | 0.0% | 704 | -151 | -5.24% | Q4 2025 | Feb 09, 2026 |
| Asset Advisory Group, Inc. | History | New | 2,713 | 541 | 0.27% | — | 706 | +2,713 | New | Q4 2025 | Feb 12, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 2,710 | 541 | 0.11% | 0.11% | 705 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| InTrack Investment Management Inc | History | Added to | 2,706 | 540 | 0.3% | 0.21% | 707 | +868 | 47.23% | Q4 2025 | Jan 14, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 2,701 | 539 | 0.04% | 0.08% | 709 | -1,644 | -37.84% | Q4 2025 | Jan 13, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 2,701 | 539 | 0.04% | 0.04% | 708 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Quantbot Technologies LP | History | Reduced | 2,654 | 529 | 0.02% | 0.02% | 710 | -346 | -11.53% | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,625 | 524 | 0.06% | 0.06% | 711 | -98 | -3.6% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 2,620 | 523 | 0.45% | — | 713 | +2,620 | New | Q4 2025 | Feb 10, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,555 | 523 | 0.01% | 0.01% | 712 | +36 | 1.43% | Q4 2025 | Jan 29, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 2,611 | 521 | 0.26% | 0.25% | 714 | +123 | 4.94% | Q4 2025 | Jan 21, 2026 |
| HT Partners LLC | History | No change | 2,612 | 521 | 0.15% | 0.16% | 715 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 2,605 | 520 | 0.06% | 0.08% | 716 | -644 | -19.82% | Q4 2025 | Jan 22, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 2,596 | 518 | 0.27% | 0.37% | 718 | -2,438 | -48.43% | Q4 2025 | Feb 18, 2026 |
| Yardley Wealth Management LLC | History | Reduced | 2,595 | 518 | 0.28% | 0.3% | 717 | -128 | -4.7% | Q4 2025 | Feb 05, 2026 |
| Advisors Capital Management, LLC | History | Added to | 2,583 | 515 | 0.01% | 0.01% | 719 | +383 | 17.41% | Q4 2025 | Jan 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,576 | 514 | 0.02% | 0.02% | 720 | -18 | -0.69% | Q4 2025 | Feb 09, 2026 |
| Fisher Asset Management, LLC | History | Added to | 2,555 | 510 | 0.0% | 0.0% | 721 | +13 | 0.51% | Q4 2025 | Feb 09, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 2,528 | 504 | 0.16% | 0.15% | 722 | +174 | 7.39% | Q4 2025 | Feb 05, 2026 |
| IFG Advisors, LLC | History | Added to | 2,506 | 500 | 0.08% | 0.06% | 723 | +576 | 29.84% | Q4 2025 | Jan 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,505 | 500 | 0.03% | 0.03% | 724 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 2,459 | 491 | 0.09% | 0.07% | 725 | +531 | 27.54% | Q4 2025 | Feb 05, 2026 |
| Blue Fin Capital, Inc. | History | Reduced | 2,443 | 487 | 0.08% | 0.08% | 726 | -50 | -2.01% | Q4 2025 | Jan 23, 2026 |
| Verger Capital Management LLC | History | No change | 2,443 | 487 | 0.14% | 0.16% | 727 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,426 | 484 | 0.04% | 0.04% | 728 | +18 | 0.75% | Q4 2025 | Feb 13, 2026 |
| Accredited Investors Inc. | History | No change | 2,424 | 484 | 0.03% | 0.03% | 729 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 2,420 | 483 | 0.4% | 1.19% | 730 | -4,952 | -67.17% | Q4 2025 | Jan 23, 2026 |
| Resonant Capital Advisors, LLC | History | New | 2,407 | 480 | 0.03% | — | 731 | +2,407 | New | Q4 2025 | Jan 29, 2026 |
| TFB Advisors LLC | History | Reduced | 2,405 | 480 | 0.13% | 0.14% | 732 | -4 | -0.17% | Q4 2025 | Feb 13, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | No change | 2,400 | 479 | 0.03% | 0.03% | 733 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 2,400 | 479 | 0.18% | 0.18% | 734 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 2,397 | 478 | 0.4% | 0.34% | 735 | +693 | 40.67% | Q4 2025 | Feb 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 2,385 | 476 | 0.0% | 21.17% | 736 | -20,899 | -89.76% | Q4 2025 | Feb 17, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 2,385 | 476 | 0.11% | 0.13% | 740 | -491 | -17.07% | Q4 2025 | Jan 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 2,367 | 476 | 0.31% | 0.33% | 739 | +47 | 2.03% | Q4 2025 | Feb 11, 2026 |
| Powell Investment Advisors, LLC | History | No change | 2,385 | 476 | 0.16% | 0.16% | 737 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,384 | 476 | 0.05% | 0.05% | 738 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SCS Capital Management LLC | History | No change | 2,370 | 473 | 0.01% | 0.01% | 741 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 2,368 | 472 | 0.1% | 0.1% | 742 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 2,355 | 470 | 0.01% | 0.01% | 743 | -72 | -2.97% | Q4 2025 | Jan 28, 2026 |
| True Vision MN LLC | History | Reduced | 2,339 | 467 | 0.24% | 0.24% | 745 | -62 | -2.58% | Q4 2025 | Jan 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 2,341 | 467 | 0.03% | 0.03% | 744 | -8 | -0.34% | Q4 2025 | Feb 10, 2026 |
| Westfuller Advisors, LLC | History | Added to | 2,329 | 465 | 0.19% | 0.21% | 747 | +1 | 0.04% | Q4 2025 | Jan 21, 2026 |
| ALTFEST L J & CO INC | History | No change | 2,330 | 465 | 0.05% | 0.05% | 746 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Well Done, LLC | History | Added to | 2,324 | 464 | 0.07% | 0.08% | 748 | +26 | 1.13% | Q4 2025 | Jan 13, 2026 |
| Warm Springs Advisors Inc. | History | Reduced | 2,312 | 461 | 0.36% | 0.39% | 749 | -287 | -11.04% | Q4 2025 | Jan 27, 2026 |
| BAILARD, INC. | History | Reduced | 2,306 | 460 | 0.01% | 0.01% | 750 | -50 | -2.12% | Q4 2025 | Feb 04, 2026 |
| Rothschild Wealth LLC | History | Reduced | 2,300 | 459 | 0.04% | 1.03% | 751 | -21,749 | -90.44% | Q4 2025 | Feb 17, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 2,295 | 458 | 0.15% | 0.19% | 753 | -50 | -2.13% | Q4 2025 | Feb 13, 2026 |
| Independence Bank of Kentucky | History | No change | 2,296 | 458 | 0.06% | 0.06% | 752 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 2,290 | 457 | 0.2% | 0.19% | 754 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Weaver Consulting Group | History | Added to | 2,281 | 455 | 0.11% | 0.11% | 755 | +12 | 0.53% | Q4 2025 | Feb 10, 2026 |
| Elevation Wealth Management LLC | History | New | 2,277 | 454 | 0.44% | — | 757 | +2,277 | New | Q4 2025 | Feb 12, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 2,278 | 454 | 0.08% | 0.09% | 756 | -322 | -12.38% | Q4 2025 | Feb 17, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 2,272 | 453 | 0.04% | 0.04% | 758 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 2,265 | 452 | 0.13% | 0.16% | 759 | -293 | -11.45% | Q4 2025 | Feb 10, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,261 | 451 | 0.02% | 0.02% | 760 | -19 | -0.83% | Q4 2025 | Jan 05, 2026 |
| FIRST AMERICAN TRUST, FSB | History | New | 2,253 | 449 | 0.03% | — | 761 | +2,253 | New | Q4 2025 | Feb 11, 2026 |
| Livet Wealth, LLC | History | New | 2,253 | 449 | 0.28% | — | 762 | +2,253 | New | Q4 2025 | Feb 13, 2026 |
| New Insight Wealth Advisors | History | No change | 2,237 | 446 | 0.16% | 0.16% | 763 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 2,224 | 444 | 0.02% | 0.02% | 764 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Breachway Investments LLC | History | New | 2,206 | 440 | 0.46% | — | 766 | +2,206 | New | Q4 2025 | Jan 27, 2026 |
| Silicon Valley Capital Partners | History | Added to | 2,206 | 440 | 0.04% | 0.04% | 765 | +1 | 0.05% | Q4 2025 | Feb 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 2,200 | 439 | 0.03% | 0.03% | 767 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 2,203 | 439 | 0.01% | 0.01% | 768 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ignite Planners, LLC | History | Reduced | 2,211 | 438 | 0.07% | 0.07% | 769 | -29 | -1.29% | Q4 2025 | Feb 06, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 2,191 | 437 | 0.04% | 0.05% | 770 | -60 | -2.67% | Q4 2025 | Jan 28, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 2,180 | 435 | 0.17% | 0.13% | 771 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 2,172 | 433 | 0.24% | 0.27% | 772 | -228 | -9.5% | Q4 2025 | Jan 21, 2026 |
| AlTi Global, Inc. | History | No change | 2,166 | 432 | 0.01% | 0.01% | 773 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | Reduced | 2,159 | 431 | 0.0% | 0.01% | 774 | -821 | -27.55% | Q4 2025 | Feb 17, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 2,153 | 429 | 0.29% | 0.28% | 775 | +40 | 1.89% | Q4 2025 | Jan 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 2,095 | 428 | 0.07% | 0.07% | 776 | +9 | 0.43% | Q4 2025 | Feb 02, 2026 |
| Golden State Equity Partners | History | Added to | 2,141 | 427 | 0.07% | 0.06% | 777 | +194 | 9.96% | Q4 2025 | Jan 29, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 2,140 | 427 | 0.11% | 0.11% | 778 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Eagle Wealth Advisors LLC | History | New | 2,136 | 426 | 0.36% | — | 781 | +2,136 | New | Q4 2025 | Jan 29, 2026 |
| 5T Wealth, LLC | History | Reduced | 2,135 | 426 | 0.17% | 0.19% | 780 | -88 | -3.96% | Q4 2025 | Jan 27, 2026 |
| Garde Capital, Inc. | History | Added to | 2,137 | 426 | 0.03% | 0.02% | 779 | +1 | 0.05% | Q4 2025 | Feb 10, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 2,117 | 422 | 0.05% | 0.04% | 783 | +75 | 3.67% | Q4 2025 | Jan 28, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 2,092 | 422 | 0.05% | 0.05% | 782 | -21 | -0.99% | Q4 2025 | Jan 14, 2026 |
| Americana Partners, LLC | History | Added to | 2,111 | 421 | 0.01% | 0.01% | 784 | +62 | 3.03% | Q4 2025 | Feb 06, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 2,108 | 420 | 0.2% | 0.23% | 786 | -362 | -14.66% | Q4 2025 | Jan 26, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | Reduced | 2,107 | 420 | 0.1% | 0.09% | 785 | -40 | -1.86% | Q4 2025 | Jan 29, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 2,102 | 419 | 0.36% | 0.24% | 788 | +634 | 43.19% | Q4 2025 | Feb 13, 2026 |
| One Charles Private Wealth Services, LLC | History | No change | 2,100 | 419 | 0.11% | 0.11% | 787 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 2,098 | 418 | 0.01% | 0.01% | 789 | -76 | -3.5% | Q4 2025 | Feb 06, 2026 |
| Atlas Brown,Inc. | History | Reduced | 2,076 | 414 | 0.12% | 0.14% | 790 | -267 | -11.4% | Q4 2025 | Jan 09, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 2,070 | 413 | 0.11% | 0.02% | 791 | +1,851 | 845.21% | Q4 2025 | Feb 09, 2026 |
| JT Stratford LLC | History | Added to | 2,065 | 412 | 0.05% | 0.05% | 792 | +82 | 4.14% | Q4 2025 | Feb 12, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 2,060 | 411 | 0.48% | — | 795 | +2,060 | New | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 2,060 | 411 | 0.01% | 0.02% | 793 | -467 | -18.48% | Q4 2025 | Feb 13, 2026 |
| Avalon Trust Co | History | Reduced | 2,060 | 411 | 0.03% | 0.03% | 794 | -426 | -17.14% | Q4 2025 | Feb 09, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 2,057 | 410 | 0.03% | 0.03% | 796 | -246 | -10.68% | Q4 2025 | Feb 17, 2026 |
| Center for Wealth Management Advisory | History | New | 2,052 | 409 | 0.3% | — | 798 | +2,052 | New | Q4 2025 | Apr 10, 2026 |
| First City Capital Management, Inc. | History | Reduced | 2,050 | 409 | 0.22% | 0.25% | 797 | -350 | -14.58% | Q4 2025 | Jan 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 2,044 | 408 | 0.02% | 0.02% | 799 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cassilly Financial Group LLC | History | New | 2,031 | 405 | 0.36% | — | 800 | +2,031 | New | Q4 2025 | Jan 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 2,025 | 404 | 0.03% | 0.05% | 801 | -1,840 | -47.61% | Q4 2025 | Jan 23, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 2,000 | 403 | 0.0% | 0.0% | 802 | -91 | -4.35% | Q4 2025 | Feb 17, 2026 |
| Polaris Investment Advisors, LLC | History | New | 2,007 | 400 | 0.29% | — | 803 | +2,007 | New | Q4 2025 | Jan 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 2,000 | 399 | 0.04% | 0.04% | 804 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Cambridge Advisors Inc. | History | No change | 2,000 | 399 | 0.08% | 0.08% | 805 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Argentarii, LLC | History | No change | 2,000 | 399 | 0.13% | 0.16% | 806 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2,000 | 399 | 0.1% | 0.1% | 807 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 1,998 | 398 | 0.0% | 0.0% | 808 | -1,046 | -34.36% | Q4 2025 | Feb 09, 2026 |
| GFS Advisors, LLC | History | Reduced | 1,985 | 396 | 0.05% | 0.09% | 809 | -1,608 | -44.75% | Q4 2025 | Feb 11, 2026 |
| SIERRA OCEAN, LLC | History | Reduced | 1,984 | 396 | 0.33% | 0.33% | 810 | -27 | -1.34% | Q4 2025 | Feb 06, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 1,978 | 394 | 0.09% | 0.1% | 811 | -294 | -12.94% | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 1,973 | 393 | 0.01% | 0.0% | 812 | +800 | 68.2% | Q4 2025 | Feb 03, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 1,963 | 391 | 0.04% | — | 813 | +1,963 | New | Q4 2025 | Feb 13, 2026 |
| Frankly Finances, LLC | History | New | 1,960 | 391 | 0.34% | — | 814 | +1,960 | New | Q4 2025 | Jan 26, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 1,953 | 389 | 0.14% | 0.13% | 815 | +60 | 3.17% | Q4 2025 | Jan 14, 2026 |
| DOVER ADVISORS, LLC | History | No change | 1,950 | 389 | 0.15% | 0.15% | 816 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Resolute Wealth Strategies, LLC | History | No change | 1,951 | 389 | 0.17% | 0.17% | 817 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| XY Planning Network, Inc. | History | Added to | 1,934 | 386 | 0.07% | 0.08% | 819 | +614 | 46.52% | Q4 2025 | Jan 26, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 1,934 | 386 | 0.01% | 0.01% | 818 | +238 | 14.03% | Q4 2025 | Feb 10, 2026 |
| Baldwin Investment Management, LLC | History | No change | 1,930 | 385 | 0.04% | 0.04% | 820 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CVA Family Office, LLC | History | Reduced | 1,924 | 384 | 0.04% | 0.05% | 823 | -3 | -0.16% | Q4 2025 | Jan 12, 2026 |
| PEOPLES BANK /OH | History | No change | 1,926 | 384 | 0.24% | 0.23% | 821 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Venture Visionary Partners LLC | History | No change | 1,924 | 384 | 0.01% | 0.01% | 822 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | No change | 1,920 | 383 | 0.05% | 0.05% | 824 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DF DENT & CO INC | History | No change | 1,910 | 381 | 0.01% | 0.0% | 825 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 1,909 | 381 | 0.1% | 0.1% | 826 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Oldfather Financial Services, LLC | History | No change | 1,909 | 381 | 0.11% | 0.12% | 827 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 1,907 | 380 | 0.07% | 0.08% | 828 | -337 | -15.02% | Q4 2025 | Jan 16, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Reduced | 1,898 | 379 | 0.18% | 0.21% | 829 | -217 | -10.26% | Q4 2025 | Jan 14, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 1,902 | 379 | 0.02% | 0.02% | 830 | +35 | 1.87% | Q4 2025 | Jan 29, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 1,902 | 379 | 0.08% | 0.08% | 831 | -2 | -0.11% | Q4 2025 | Jan 14, 2026 |
| V2 Financial group LLC | History | No change | 1,900 | 379 | 0.19% | 0.21% | 832 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Key FInancial Inc | History | Reduced | 1,896 | 378 | 0.07% | 0.07% | 833 | -80 | -4.05% | Q4 2025 | Feb 09, 2026 |
| Nilsine Partners, LLC | History | No change | 1,895 | 378 | 0.03% | 0.03% | 834 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 1,894 | 378 | 0.2% | 0.19% | 835 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 1,891 | 377 | 0.16% | — | 838 | +1,891 | New | Q4 2025 | Feb 10, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 1,890 | 377 | 0.06% | — | 836 | +1,890 | New | Q4 2025 | Feb 13, 2026 |
| GWN SECURITIES INC. | History | Reduced | 1,891 | 377 | 0.08% | 0.14% | 837 | -1,150 | -37.82% | Q4 2025 | Feb 11, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 1,884 | 376 | 0.17% | 0.17% | 839 | -25 | -1.31% | Q4 2025 | Jan 26, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 1,878 | 375 | 0.03% | 0.03% | 840 | -30 | -1.57% | Q4 2025 | Feb 26, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 1,881 | 375 | 0.04% | 0.04% | 841 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,875 | 374 | 0.06% | 0.06% | 843 | +1 | 0.05% | Q4 2025 | Jan 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 1,873 | 374 | 0.0% | 0.0% | 842 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 1,865 | 372 | 0.04% | 0.05% | 845 | -526 | -22.0% | Q4 2025 | Jan 08, 2026 |
| Composition Wealth, LLC | History | No change | 1,867 | 372 | 0.01% | 0.01% | 844 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Soundwatch Capital LLC | History | Added to | 1,858 | 371 | 0.06% | 0.05% | 846 | +171 | 10.14% | Q4 2025 | Feb 10, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 1,860 | 371 | 0.26% | 0.24% | 847 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 1,842 | 370 | 0.12% | 0.12% | 848 | +69 | 3.89% | Q4 2025 | Feb 10, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 1,851 | 369 | 0.01% | 0.01% | 849 | -251 | -11.94% | Q4 2025 | Feb 13, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 1,842 | 367 | 0.02% | 0.03% | 850 | -986 | -34.87% | Q4 2025 | Jan 28, 2026 |
| Headlands Technologies LLC | History | Added to | 1,834 | 366 | 0.03% | 0.02% | 851 | +770 | 72.37% | Q4 2025 | Feb 13, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 1,835 | 366 | 0.05% | 0.05% | 852 | -92 | -4.77% | Q4 2025 | Jan 12, 2026 |
| Human Investing LLC | History | Reduced | 1,834 | 366 | 0.05% | 0.05% | 853 | -19 | -1.03% | Q4 2025 | Jan 27, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 1,830 | 365 | 0.13% | 0.13% | 855 | -117 | -6.01% | Q4 2025 | Feb 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 1,831 | 365 | 0.02% | 0.02% | 854 | -59 | -3.12% | Q4 2025 | Jan 26, 2026 |
| BCS Wealth Management | History | New | 1,824 | 364 | 0.04% | — | 856 | +1,824 | New | Q4 2025 | Jan 26, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 1,821 | 363 | 0.08% | 0.05% | 857 | -15 | -0.82% | Q4 2025 | Feb 11, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 1,818 | 363 | 0.04% | 0.04% | 858 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Peak Planning Group, LLC | History | New | 1,814 | 362 | 0.1% | — | 859 | +1,814 | New | Q4 2025 | Feb 13, 2026 |
| POTENTIA WEALTH | History | Reduced | 1,811 | 361 | 0.13% | 0.14% | 861 | -21 | -1.15% | Q4 2025 | Feb 13, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 1,810 | 361 | 0.08% | 0.08% | 860 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Widmann Financial Services, Inc. | History | Reduced | 1,800 | 359 | 0.22% | 0.25% | 862 | -200 | -10.0% | Q4 2025 | Feb 18, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 1,800 | 359 | 0.09% | 0.09% | 863 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 1,787 | 356 | 0.01% | 0.01% | 864 | -956 | -34.85% | Q4 2025 | Jan 27, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 1,779 | 355 | 0.03% | — | 868 | +1,779 | New | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,779 | 355 | 0.0% | 0.0% | 865 | +668 | 60.13% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Added to | 1,778 | 355 | 0.01% | 0.01% | 866 | +152 | 9.35% | Q4 2025 | Feb 04, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 1,782 | 355 | 0.14% | 0.17% | 867 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Berman McAleer LLC | History | No change | 1,775 | 354 | 0.05% | 0.05% | 869 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 1,766 | 352 | 0.01% | 0.02% | 870 | -1,231 | -41.07% | Q4 2025 | Jan 20, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 1,760 | 351 | 0.09% | 0.09% | 871 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Belpointe Asset Management LLC | History | Added to | 1,745 | 348 | 0.01% | 0.01% | 872 | +23 | 1.34% | Q4 2025 | Jan 27, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 1,736 | 346 | 0.13% | 0.35% | 873 | -2,765 | -61.43% | Q4 2025 | Jan 07, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,721 | 344 | 0.02% | 0.02% | 874 | -423 | -19.73% | Q4 2025 | Jan 21, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 1,722 | 343 | 0.08% | 0.08% | 875 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 1,700 | 339 | 0.06% | 0.11% | 879 | -1,196 | -41.3% | Q4 2025 | Feb 12, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 1,699 | 339 | 0.14% | 0.15% | 877 | -279 | -14.11% | Q4 2025 | Feb 11, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 1,700 | 339 | 0.03% | 0.03% | 876 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Tranquility Partners, LLC | History | No change | 1,698 | 339 | 0.12% | 0.11% | 878 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Reflection Asset Management | History | New | 1,676 | 338 | 0.24% | — | 880 | +1,676 | New | Q4 2025 | Mar 02, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 1,680 | 335 | 0.12% | 0.22% | 883 | -1,680 | -50.0% | Q4 2025 | Feb 03, 2026 |
| FIRST HORIZON CORP | History | Added to | 1,679 | 335 | 0.01% | 0.0% | 881 | +1,672 | 23885.71% | Q4 2025 | Jan 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 1,680 | 335 | 0.02% | 0.02% | 882 | -316 | -15.83% | Q4 2025 | Feb 05, 2026 |
| Genesee Capital Advisors, LLC | History | New | 1,670 | 333 | 0.13% | — | 884 | +1,670 | New | Q4 2025 | Jan 16, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 1,672 | 333 | 0.04% | 0.04% | 885 | -72 | -4.13% | Q4 2025 | Feb 13, 2026 |
| Center For Asset Management LLC | History | Added to | 1,669 | 333 | 0.17% | 0.17% | 886 | +60 | 3.73% | Q4 2025 | Jan 21, 2026 |
| Inspire Advisors, LLC | History | Added to | 1,667 | 332 | 0.03% | 0.02% | 888 | +339 | 25.53% | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 1,665 | 332 | 0.08% | 0.08% | 887 | -48 | -2.8% | Q4 2025 | Jan 27, 2026 |
| Daviman Financial, LLC | History | New | 1,658 | 331 | 0.19% | — | 889 | +1,658 | New | Q4 2025 | Feb 06, 2026 |
| Vident Advisory, LLC | History | Reduced | 1,648 | 329 | 0.0% | 0.0% | 890 | -351 | -17.56% | Q4 2025 | Feb 18, 2026 |
| BIP Wealth, LLC | History | Added to | 1,643 | 328 | 0.01% | 0.02% | 891 | +28 | 1.73% | Q4 2025 | Jan 21, 2026 |
| HM PAYSON & CO | History | No change | 1,640 | 327 | 0.0% | 0.0% | 892 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hobart Private Capital, LLC | History | No change | 1,634 | 326 | 0.06% | 0.07% | 893 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 1,634 | 326 | 0.1% | 0.1% | 894 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Shelter Rock Management, LLC | History | New | 1,619 | 323 | 0.32% | — | 896 | +1,619 | New | Q4 2025 | Feb 09, 2026 |
| Flower City Capital | History | No change | 1,620 | 323 | 0.16% | 0.17% | 895 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Provident Wealth Management, LLC | History | No change | 1,616 | 322 | 0.1% | 0.1% | 897 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TritonPoint Partners, LLC | History | New | 1,609 | 321 | 0.17% | — | 899 | +1,609 | New | Q4 2025 | Feb 13, 2026 |
| Ariadne Wealth Management, LP | History | No change | 1,686 | 321 | 0.13% | 0.15% | 898 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 1,606 | 320 | 0.06% | 0.07% | 900 | -133 | -7.65% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Reduced | 1,597 | 319 | 0.0% | 0.0% | 901 | -90 | -5.33% | Q4 2025 | Feb 12, 2026 |
| Klingman & Associates, LLC | History | No change | 1,601 | 319 | 0.02% | 0.02% | 902 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 1,591 | 318 | 0.06% | 0.05% | 903 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Banco Santander, S.A. | History | New | 1,548 | 309 | 0.0% | — | 904 | +1,548 | New | Q4 2025 | Feb 13, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 1,537 | 309 | 0.27% | — | 905 | +1,537 | New | Q4 2025 | Feb 11, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 1,546 | 308 | 0.02% | 0.02% | 906 | -548 | -26.17% | Q4 2025 | Jan 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,541 | 307 | 0.04% | 0.04% | 908 | +215 | 16.21% | Q4 2025 | Jan 29, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 1,538 | 307 | 0.04% | 0.03% | 907 | +9 | 0.59% | Q4 2025 | Jan 22, 2026 |
| CORRADO ADVISORS, LLC | History | No change | 1,537 | 306 | 0.15% | 0.16% | 909 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Firestone Capital Management | History | No change | 1,530 | 305 | 0.06% | 0.06% | 910 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Campion Asset Management | History | No change | 1,530 | 305 | 0.21% | 0.21% | 911 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Objective Capital Management, LLC | History | No change | 1,532 | 305 | 0.31% | 0.31% | 912 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Legacy Financial Group LLC | History | Reduced | 1,600 | 304 | 0.04% | 0.05% | 913 | -211 | -11.65% | Q4 2025 | Feb 05, 2026 |
| Thoma Capital Management LLC | History | Reduced | 1,514 | 302 | 0.17% | 0.2% | 914 | -227 | -13.04% | Q4 2025 | Jan 08, 2026 |
| 71 West Capital Partners | History | New | 1,511 | 301 | 0.01% | — | 916 | +1,511 | New | Q4 2025 | Feb 17, 2026 |
| Bonfire Financial | History | No change | 1,510 | 301 | 0.22% | 0.23% | 915 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Larson Financial Group LLC | History | Added to | 1,502 | 299 | 0.01% | 0.01% | 917 | +81 | 5.7% | Q4 2025 | Feb 06, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 1,500 | 299 | 0.09% | 0.09% | 918 | -27 | -1.77% | Q4 2025 | Feb 09, 2026 |
| Synergy Asset Management, LLC | History | New | 1,488 | 297 | 0.03% | — | 920 | +1,488 | New | Q4 2025 | Jan 13, 2026 |
| GM Advisory Group, LLC | History | No change | 1,488 | 297 | 0.01% | 0.01% | 919 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 1,481 | 295 | 0.18% | 1.07% | 921 | -7,040 | -82.62% | Q4 2025 | Jan 07, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 1,475 | 294 | 0.04% | 0.04% | 923 | +155 | 11.74% | Q4 2025 | Feb 06, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Reduced | 1,470 | 294 | 0.04% | 0.04% | 922 | -100 | -6.37% | Q4 2025 | Feb 13, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 1,488 | 292 | 0.14% | 0.16% | 924 | -2 | -0.13% | Q4 2025 | Feb 10, 2026 |
| Cambria Investment Management, L.P. | History | New | 1,454 | 290 | 0.02% | — | 925 | +1,454 | New | Q4 2025 | Feb 17, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 1,451 | 289 | 0.14% | 0.4% | 926 | -2,824 | -66.06% | Q4 2025 | Jan 29, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 1,448 | 289 | 0.07% | 0.06% | 927 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Main Street Group, LTD | History | Added to | 1,437 | 286 | 0.1% | 0.06% | 929 | +408 | 39.65% | Q4 2025 | Jan 26, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 1,433 | 286 | 0.08% | 0.05% | 930 | +1 | 0.07% | Q4 2025 | Jan 27, 2026 |
| Balentine LLC | History | No change | 1,437 | 286 | 0.01% | 0.01% | 928 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WHITE PINE CAPITAL LLC | History | No change | 1,432 | 285 | 0.08% | 0.08% | 931 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MCDONALD PARTNERS LLC | History | New | 1,425 | 284 | 0.09% | — | 932 | +1,425 | New | Q4 2025 | Feb 02, 2026 |
| Third View Private Wealth, LLC | History | New | 1,419 | 283 | 0.04% | — | 934 | +1,419 | New | Q4 2025 | Jan 23, 2026 |
| IVC Wealth Advisors LLC | History | No change | 1,420 | 283 | 0.12% | 0.12% | 933 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GKV Capital Management Co., Inc. | History | No change | 1,416 | 282 | 0.11% | 0.11% | 935 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INSIGHT 2811, INC. | History | No change | 1,410 | 281 | 0.12% | 0.12% | 936 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,412 | 281 | 0.01% | 0.02% | 937 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Leo Wealth, LLC | History | New | 1,405 | 280 | 0.02% | — | 940 | +1,405 | New | Q4 2025 | Jan 21, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 1,406 | 280 | 0.07% | 0.07% | 938 | -9 | -0.64% | Q4 2025 | Jan 23, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 1,407 | 280 | 0.09% | 0.1% | 939 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KTF INVESTMENTS, LLC | History | New | 1,400 | 279 | 0.05% | — | 941 | +1,400 | New | Q4 2025 | Jan 30, 2026 |
| Northwest Capital Management Inc | History | Reduced | 1,389 | 277 | 1.2% | 0.37% | 944 | -394 | -22.1% | Q4 2025 | Jan 26, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 1,392 | 277 | 0.06% | 0.07% | 945 | -7 | -0.5% | Q4 2025 | Feb 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 1,390 | 277 | 0.02% | 0.02% | 942 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bell Bank | History | No change | 1,390 | 277 | 0.01% | 0.01% | 943 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 1,378 | 275 | 0.05% | 0.05% | 946 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 1,375 | 274 | 0.0% | — | 947 | +1,375 | New | Q4 2025 | Feb 17, 2026 |
| FOCUSED ALPHA, LLC | History | New | 1,373 | 274 | 0.08% | — | 949 | +1,373 | New | Q4 2025 | Feb 13, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 1,377 | 274 | 0.01% | 0.02% | 948 | -392 | -22.16% | Q4 2025 | Feb 11, 2026 |
| Claro Advisors Inc. | History | Added to | 1,368 | 273 | 0.04% | 0.04% | 950 | +63 | 4.83% | Q4 2025 | Feb 17, 2026 |
| Verum Partners LLC | History | No change | 1,371 | 273 | 0.06% | 0.06% | 951 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Janney Capital Management LLC | History | No change | 1,360 | 272 | 0.02% | 0.02% | 952 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BLALOCK WILLIAMS, LLC | History | Reduced | 1,360 | 271 | 0.22% | 0.25% | 953 | -78 | -5.42% | Q4 2025 | Feb 02, 2026 |
| Tarbox Family Office, Inc. | History | No change | 1,348 | 269 | 0.04% | 0.04% | 954 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | New | 1,343 | 268 | 0.25% | — | 955 | +1,343 | New | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Partners, LLC | History | New | 1,324 | 264 | 0.07% | — | 957 | +1,324 | New | Q4 2025 | Feb 17, 2026 |
| DDFG, Inc | History | No change | 1,326 | 264 | 0.06% | 0.06% | 956 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| IMZ Advisory Inc | History | Reduced | 1,317 | 263 | 0.1% | 0.17% | 958 | -980 | -42.66% | Q4 2025 | Jan 21, 2026 |
| DUTCH ASSET Corp | History | New | 1,313 | 262 | 0.2% | — | 959 | +1,313 | New | Q4 2025 | Mar 11, 2026 |
| Seneca House Advisors | History | No change | 1,308 | 261 | 0.1% | 0.1% | 960 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allegheny Financial Group | History | No change | 1,310 | 261 | 0.04% | 0.05% | 961 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 1,303 | 260 | 0.09% | 0.11% | 962 | -76 | -5.51% | Q4 2025 | Jan 08, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 1,284 | 256 | 0.17% | — | 965 | +1,284 | New | Q4 2025 | Feb 03, 2026 |
| MBL Wealth, LLC | History | Reduced | 1,287 | 256 | 0.02% | 0.02% | 963 | -42 | -3.16% | Q4 2025 | Jan 21, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 1,287 | 256 | 0.19% | 0.19% | 964 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 1,278 | 255 | 0.01% | 0.01% | 966 | -495 | -27.92% | Q4 2025 | Feb 12, 2026 |
| Waldron Private Wealth LLC | History | No change | 1,272 | 253 | 0.01% | 0.01% | 967 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 1,263 | 252 | 0.02% | 0.04% | 969 | -1,240 | -49.54% | Q4 2025 | Jan 07, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 1,266 | 252 | 0.01% | 0.01% | 968 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SFMG, LLC | History | No change | 1,260 | 251 | 0.02% | 0.02% | 970 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Portus Wealth Advisors, LLC | History | No change | 1,260 | 251 | 0.24% | 0.25% | 971 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 1,251 | 249 | 0.06% | 0.07% | 972 | -49 | -3.77% | Q4 2025 | Jan 23, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | No change | 1,245 | 248 | 0.03% | 0.03% | 973 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Excelsior Advisor Network LLC | History | New | 1,241 | 247 | 0.12% | — | 977 | +1,241 | New | Q4 2025 | Feb 13, 2026 |
| Patten Group, Inc. | History | Reduced | 1,238 | 247 | 0.05% | 0.06% | 975 | -256 | -17.14% | Q4 2025 | Jan 23, 2026 |
| Fiduciary Alliance LLC | History | Added to | 1,237 | 247 | 0.02% | 0.02% | 976 | +73 | 6.27% | Q4 2025 | Jan 22, 2026 |
| CENTRAL TRUST Co | History | Reduced | 1,237 | 247 | 0.0% | 0.01% | 974 | -54 | -4.18% | Q4 2025 | Feb 02, 2026 |
| FARMERS TRUST CO | History | New | 1,233 | 246 | 0.04% | — | 978 | +1,233 | New | Q4 2025 | Jan 06, 2026 |
| DSG Capital Advisors, LLC | History | New | 1,220 | 243 | 0.04% | — | 980 | +1,220 | New | Q4 2025 | Jan 27, 2026 |
| River Wealth Advisors LLC | History | No change | 1,217 | 243 | 0.03% | 0.03% | 979 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 1,212 | 242 | 0.01% | 0.01% | 981 | -623 | -33.95% | Q4 2025 | Jan 15, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 1,214 | 242 | 0.02% | 0.03% | 982 | -570 | -31.95% | Q4 2025 | Jan 07, 2026 |
| Advisor OS, LLC | History | Reduced | 1,210 | 241 | 0.02% | 0.02% | 983 | -171 | -12.38% | Q4 2025 | Feb 04, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 1,204 | 240 | 0.09% | 0.1% | 984 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Broussard Financial Group LLC | History | New | 1,201 | 239 | 0.19% | — | 987 | +1,201 | New | Q4 2025 | Feb 02, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | New | 1,200 | 239 | 0.02% | — | 989 | +1,200 | New | Q4 2025 | Jan 23, 2026 |
| Live Oak Investment Partners | History | New | 1,200 | 239 | 0.15% | — | 991 | +1,200 | New | Q4 2025 | Jan 29, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 1,200 | 239 | 0.07% | 0.08% | 992 | -15 | -1.23% | Q4 2025 | Jan 26, 2026 |
| Omega Financial Group, LLC | History | Reduced | 1,197 | 239 | 0.08% | 0.08% | 990 | -7 | -0.58% | Q4 2025 | Jan 28, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,200 | 239 | 0.01% | 0.01% | 985 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 1,200 | 239 | 0.0% | 0.0% | 986 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Paragon Capital Management Ltd | History | No change | 1,200 | 239 | 0.05% | 0.04% | 988 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 1,193 | 238 | 0.04% | 0.03% | 995 | +75 | 6.71% | Q4 2025 | Jan 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,192 | 238 | 0.01% | 0.01% | 993 | +46 | 4.01% | Q4 2025 | Feb 05, 2026 |
| Evanson Asset Management, LLC | History | Added to | 1,196 | 238 | 0.01% | 0.01% | 994 | +16 | 1.36% | Q4 2025 | Jan 12, 2026 |
| Quartz Partners, LLC | History | Reduced | 1,187 | 237 | 0.09% | 0.09% | 996 | -23 | -1.9% | Q4 2025 | Feb 13, 2026 |
| ESG Planning DBA Harper Investing | History | No change | 1,187 | 237 | 0.1% | 0.11% | 997 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JGP Wealth Management, LLC | History | Added to | 1,182 | 236 | 0.02% | 0.03% | 998 | +1 | 0.08% | Q4 2025 | Jan 12, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | No change | 1,173 | 234 | 0.06% | 0.06% | 999 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Madrona Financial Services, LLC | History | New | 1,160 | 231 | 0.05% | — | 1000 | +1,160 | New | Q4 2025 | Jan 22, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 1,156 | 231 | 0.05% | 0.06% | 1002 | -62 | -5.09% | Q4 2025 | Feb 11, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 1,158 | 231 | 0.01% | 0.01% | 1001 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sava Infond d.o.o. | History | No change | 1,160 | 231 | 0.03% | 0.03% | 1003 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,150 | 229 | 0.07% | 0.07% | 1004 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KLCM Advisors, Inc. | History | New | 1,145 | 228 | 0.02% | — | 1005 | +1,145 | New | Q4 2025 | Feb 04, 2026 |
| UPTICK PARTNERS, LLC | History | New | 1,144 | 228 | 0.05% | — | 1007 | +1,144 | New | Q4 2025 | Feb 02, 2026 |
| One Day In July LLC | History | No change | 1,144 | 228 | 0.02% | 0.02% | 1006 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 1,139 | 227 | 0.12% | 0.13% | 1008 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 1,128 | 225 | 0.03% | 0.18% | 1009 | -7,292 | -86.6% | Q4 2025 | Feb 17, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 1,130 | 225 | 0.05% | 0.07% | 1010 | -441 | -28.07% | Q4 2025 | Jan 12, 2026 |
| NOVEM GROUP | History | Reduced | 1,120 | 223 | 0.03% | 0.03% | 1013 | -72 | -6.04% | Q4 2025 | Jan 27, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 1,118 | 223 | 0.03% | 0.03% | 1011 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clarus Group, Inc. | History | No change | 1,120 | 223 | 0.08% | 0.08% | 1012 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Strong Tower Advisory Services | History | New | 1,116 | 222 | 0.04% | — | 1015 | +1,116 | New | Q4 2025 | Jan 23, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,113 | 222 | 0.0% | 0.0% | 1014 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Three Cord True Wealth Management, LLC | History | No change | 1,115 | 222 | 0.13% | 0.15% | 1016 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pure Financial Advisors, LLC | History | New | 1,107 | 221 | 0.04% | — | 1017 | +1,107 | New | Q4 2025 | Mar 04, 2026 |
| CROBAN | History | No change | 1,111 | 221 | 0.11% | 0.14% | 1018 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Chatterton & Associates Inc. | History | New | 1,102 | 220 | 0.19% | — | 1019 | +1,102 | New | Q4 2025 | Jan 20, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 1,100 | 219 | 0.08% | 0.09% | 1021 | -122 | -9.98% | Q4 2025 | Feb 04, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 1,100 | 219 | 0.01% | 0.01% | 1020 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Forum Financial Management, LP | History | New | 1,096 | 218 | 0.0% | — | 1025 | +1,096 | New | Q4 2025 | Jan 27, 2026 |
| GW&K Investment Management, LLC | History | New | 1,092 | 218 | 0.0% | — | 1022 | +1,092 | New | Q4 2025 | Feb 11, 2026 |
| Oak Asset Management, LLC | History | Added to | 1,095 | 218 | 0.07% | 0.07% | 1023 | +50 | 4.78% | Q4 2025 | Jan 14, 2026 |
| Front Row Advisors LLC | History | No change | 1,094 | 218 | 0.07% | 0.07% | 1024 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 1,091 | 217 | 0.02% | 0.03% | 1026 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Taylor Financial Group, Inc. | History | No change | 1,088 | 217 | 0.13% | 0.12% | 1027 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 1,086 | 216 | 0.0% | 0.2% | 1028 | -267,138 | -99.6% | Q4 2025 | Feb 20, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 1,074 | 214 | 0.21% | — | 1032 | +1,074 | New | Q4 2025 | Feb 03, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 1,072 | 214 | 0.02% | 0.02% | 1030 | +2 | 0.19% | Q4 2025 | Jan 28, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 1,076 | 214 | 0.02% | 0.02% | 1029 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Wealth Management Partners, LLC | History | No change | 1,072 | 214 | 0.06% | 0.07% | 1031 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Ransom Advisory, Ltd | History | New | 1,062 | 212 | 0.08% | — | 1034 | +1,062 | New | Q4 2025 | Jan 06, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 1,066 | 212 | 0.04% | 0.04% | 1033 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | New | 1,058 | 211 | 0.04% | — | 1036 | +1,058 | New | Q4 2025 | Jan 21, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Reduced | 1,061 | 211 | 0.2% | 0.2% | 1037 | -24 | -2.21% | Q4 2025 | Jan 27, 2026 |
| Argent Trust Co | History | No change | 1,061 | 211 | 0.01% | 0.01% | 1035 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Powers Advisory Group, LLC | History | Reduced | 1,057 | 210 | 0.08% | 0.08% | 1038 | -24 | -2.22% | Q4 2025 | Jan 22, 2026 |
| NWF Advisory Services Inc. | History | New | 1,047 | 209 | 0.02% | — | 1042 | +1,047 | New | Q4 2025 | Mar 03, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 1,050 | 209 | 0.02% | 0.02% | 1039 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sandbox Financial Partners, LLC | History | No change | 1,050 | 209 | 0.06% | 0.06% | 1040 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| WealthTrust Asset Management, LLC | History | No change | 1,047 | 209 | 0.15% | 0.14% | 1041 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 1,045 | 208 | 0.07% | — | 1045 | +1,045 | New | Q4 2025 | Mar 27, 2026 |
| ASPIRIANT, LLC | History | No change | 1,043 | 208 | 0.01% | 0.01% | 1043 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NDWM LLC | History | No change | 1,045 | 208 | 0.14% | 0.14% | 1044 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Evergreen Advisors, LLC | History | New | 1,038 | 207 | 0.05% | — | 1048 | +1,038 | New | Q4 2025 | Feb 05, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 1,040 | 207 | 0.01% | 0.01% | 1047 | -19 | -1.79% | Q4 2025 | Jan 16, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,038 | 207 | 0.0% | 0.0% | 1046 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 1,037 | 207 | 0.04% | 0.04% | 1049 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| OPINICUS CAPITAL, INC. | History | No change | 1,037 | 207 | 0.14% | 0.14% | 1050 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| American Trust | History | Reduced | 1,033 | 206 | 0.02% | 0.02% | 1051 | -99 | -8.75% | Q4 2025 | Feb 17, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 1,036 | 206 | 0.04% | 0.04% | 1052 | -50 | -4.6% | Q4 2025 | Jan 13, 2026 |
| Florida Trust Wealth Management Co | History | No change | 1,025 | 204 | 0.01% | 0.01% | 1053 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Zullo Investment Group, Inc. | History | New | 1,017 | 203 | 0.07% | — | 1055 | +1,017 | New | Q4 2025 | Jan 26, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 1,017 | 203 | 0.45% | 0.5% | 1056 | -99 | -8.87% | Q4 2025 | Feb 13, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 1,018 | 203 | 0.01% | 0.01% | 1054 | -8 | -0.78% | Q4 2025 | Apr 02, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | New | 1,011 | 201 | 0.02% | — | 1058 | +1,011 | New | Q4 2025 | Feb 12, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 1,010 | 201 | 0.11% | 0.11% | 1057 | -67 | -6.22% | Q4 2025 | Jan 26, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 1,006 | 200 | 0.01% | 0.01% | 1059 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MGB Wealth Management, LLC | History | No change | 984 | 196 | 0.06% | 0.05% | 1060 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IAG Wealth Partners, LLC | History | No change | 978 | 195 | 0.02% | 0.02% | 1061 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Caitlin John, LLC | History | No change | 942 | 188 | 0.12% | 0.13% | 1062 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Hurley Capital, LLC | History | No change | 937 | 187 | 0.1% | 0.1% | 1063 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 919 | 183 | 0.01% | 0.01% | 1064 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 902 | 180 | 0.0% | 0.0% | 1065 | -154 | -14.58% | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 906 | 180 | 0.05% | 0.05% | 1066 | -3 | -0.33% | Q4 2025 | Feb 05, 2026 |
| GGM Financials LLC | History | No change | 904 | 180 | 0.09% | 0.09% | 1067 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EFG International AG | History | New | 900 | 179 | 0.0% | — | 1068 | +900 | New | Q4 2025 | Feb 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 888 | 177 | 0.04% | 0.04% | 1069 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Richardson Capital Management LLC | History | No change | 877 | 175 | 0.09% | 0.08% | 1070 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 873 | 174 | 0.03% | 0.07% | 1071 | -903 | -50.84% | Q4 2025 | Feb 12, 2026 |
| New Republic Capital, LLC | History | Added to | 874 | 174 | 0.05% | 0.05% | 1072 | +110 | 14.4% | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 840 | 167 | 0.01% | 0.01% | 1073 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Colonial Trust Advisors | History | Reduced | 818 | 163 | 0.01% | 0.01% | 1074 | -28 | -3.31% | Q4 2025 | Feb 12, 2026 |
| CoreFirst Bank & Trust | History | New | 800 | 159 | 0.09% | — | 1075 | +800 | New | Q4 2025 | Feb 11, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 794 | 158 | 0.06% | 0.07% | 1076 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cheviot Value Management, LLC | History | No change | 750 | 153 | 0.02% | 0.02% | 1077 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Caldwell Trust Co | History | No change | 733 | 146 | 0.01% | 0.01% | 1078 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 720 | 145 | 0.0% | 0.0% | 1079 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 702 | 140 | 0.01% | 0.01% | 1080 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 654 | 130 | 0.04% | 0.03% | 1081 | +252 | 62.69% | Q4 2025 | Jan 08, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 655 | 130 | 0.01% | 0.01% | 1082 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Founders Capital Management | History | No change | 634 | 126 | 0.07% | 0.07% | 1083 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BOKF, NA | History | No change | 628 | 125 | 0.0% | 0.0% | 1084 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Wells Financial Advisors INC | History | Reduced | 625 | 124 | 0.24% | 0.34% | 1085 | -670 | -51.74% | Q4 2025 | Feb 02, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 607 | 121 | 0.04% | 0.04% | 1086 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 604 | 120 | 0.04% | 0.04% | 1087 | -1 | -0.17% | Q4 2025 | Jan 05, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 600 | 119 | 0.0% | 0.0% | 1088 | -100 | -14.29% | Q4 2025 | Feb 11, 2026 |
| MTM Investment Management, LLC | History | No change | 600 | 119 | 0.04% | 0.04% | 1089 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NBT BANK N A /NY | History | Added to | 200 | 116 | 0.01% | 0.01% | 1090 | +4 | 2.04% | Q4 2025 | Jan 23, 2026 |
| Truvestments Capital LLC | History | No change | 580 | 115 | 0.02% | 0.02% | 1091 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 547 | 109 | 0.03% | 0.03% | 1092 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 545 | 108 | 0.0% | 0.0% | 1093 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CKW FINANCIAL GROUP | History | No change | 540 | 108 | 0.01% | 0.01% | 1094 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 545 | 108 | 0.07% | 0.08% | 1095 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Johnson Financial Group, Inc. | History | No change | 531 | 106 | 0.0% | 0.0% | 1096 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GeoWealth Management, LLC | History | Reduced | 487 | 97 | 0.0% | 0.0% | 1097 | -116 | -19.24% | Q4 2025 | Feb 17, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 485 | 96 | 0.04% | 0.03% | 1098 | +128 | 35.85% | Q4 2025 | Jan 20, 2026 |
| Newton One Investments LLC | History | No change | 478 | 95 | 0.03% | 0.03% | 1099 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Crewe Advisors LLC | History | Reduced | 474 | 94 | 0.01% | 0.01% | 1100 | -39 | -7.6% | Q4 2025 | Jan 16, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 465 | 92 | 0.08% | 0.08% | 1101 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Aventura Private Wealth, LLC | History | No change | 456 | 91 | 0.03% | 0.03% | 1102 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SYM FINANCIAL Corp | History | No change | 454 | 90 | 0.01% | 0.01% | 1103 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | New | 450 | 89 | 0.05% | — | 1104 | +450 | New | Q4 2025 | Feb 02, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 434 | 86 | 0.03% | 0.03% | 1105 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 400 | 79 | 0.02% | 0.02% | 1109 | -25 | -5.88% | Q4 2025 | Jan 21, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 400 | 79 | 0.06% | 0.06% | 1106 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Biltmore Family Office, LLC | History | No change | 400 | 79 | 0.01% | 0.01% | 1107 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rossmore Private Capital | History | No change | 400 | 79 | 0.01% | 0.01% | 1108 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 386 | 77 | 0.01% | 0.01% | 1110 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dunhill Financial, LLC | History | No change | 386 | 77 | 0.02% | 0.02% | 1111 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 371 | 74 | 0.0% | 0.0% | 1112 | +32 | 9.44% | Q4 2025 | Feb 11, 2026 |
| Davis Capital Management | History | No change | 374 | 74 | 0.05% | 0.05% | 1113 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 361 | 72 | 0.08% | 0.08% | 1114 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Realta Investment Advisors | History | No change | 352 | 70 | 0.02% | 0.02% | 1115 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Park Place Capital Corp | History | Reduced | 348 | 69 | 0.01% | 0.01% | 1116 | -12 | -3.33% | Q4 2025 | Jan 09, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 344 | 68 | 0.02% | 0.02% | 1117 | -50 | -12.69% | Q4 2025 | Feb 02, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 339 | 67 | 0.06% | 0.1% | 1118 | -4,507 | -93.0% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | New | 334 | 66 | 0.0% | — | 1119 | +334 | New | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 335 | 66 | 0.0% | 0.0% | 1120 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OPTIMA CAPITAL LLC | History | New | 328 | 65 | 0.03% | — | 1122 | +328 | New | Q4 2025 | Jan 23, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 328 | 65 | 0.04% | 0.04% | 1121 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 318 | 63 | 0.01% | — | 1123 | +318 | New | Q4 2025 | Feb 09, 2026 |
| MCF Advisors LLC | History | Added to | 312 | 62 | 0.0% | 0.0% | 1124 | +237 | 316.0% | Q4 2025 | Feb 11, 2026 |
| Clark Wealth Partners | History | No change | 311 | 62 | 0.04% | 0.04% | 1125 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Lodestone Wealth Management LLC | History | New | 309 | 61 | 0.02% | — | 1126 | +309 | New | Q4 2025 | Jan 15, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 303 | 60 | 0.02% | — | 1127 | +303 | New | Q4 2025 | Feb 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 291 | 58 | 0.02% | 0.02% | 1128 | -111 | -27.61% | Q4 2025 | Feb 02, 2026 |
| Team Financial Group, LLC | History | Reduced | 282 | 56 | 0.03% | 0.03% | 1129 | -29 | -9.32% | Q4 2025 | Jan 13, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 277 | 55 | 0.0% | 1.05% | 1131 | -99,733 | -99.72% | Q4 2025 | Jan 30, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 279 | 55 | 0.02% | — | 1130 | +279 | New | Q4 2025 | Feb 06, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 270 | 53 | 0.03% | — | 1132 | +270 | New | Q4 2025 | Feb 17, 2026 |
| GoalVest Advisory LLC | History | No change | 270 | 53 | 0.01% | 0.01% | 1133 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Meramec Financial Planners, LLC | History | New | 243 | 47 | 0.02% | — | 1134 | +243 | New | Q4 2025 | Feb 10, 2026 |
| SouthState Bank Corp | History | Reduced | 235 | 46 | 0.0% | 0.0% | 1135 | -25 | -9.62% | Q4 2025 | Feb 11, 2026 |
| SJS Investment Consulting Inc. | History | No change | 235 | 46 | 0.01% | 0.01% | 1136 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 227 | 45 | 0.0% | 0.01% | 1137 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 222 | 44 | 0.0% | — | 1138 | +222 | New | Q4 2025 | Jan 21, 2026 |
| Centennial Bank/AR/ | History | No change | 214 | 42 | 0.02% | 0.02% | 1139 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Strategies CORP | History | New | 205 | 40 | 0.02% | — | 1140 | +205 | New | Q4 2025 | Jan 12, 2026 |
| Allianz Asset Management GmbH | History | Added to | 200 | 39 | 0.0% | 0.0% | 1141 | +100 | 100.0% | Q4 2025 | Feb 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 200 | 39 | 0.03% | 0.03% | 1142 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Pacifica Partners Inc. | History | No change | 200 | 39 | 0.02% | 0.01% | 1143 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 188 | 38 | 0.0% | 0.0% | 1144 | +28 | 17.5% | Q4 2025 | Feb 09, 2026 |
| HOEY INVESTMENTS, INC | History | Reduced | 190 | 37 | 0.0% | 0.01% | 1145 | -60 | -24.0% | Q4 2025 | Jan 28, 2026 |
| Tidemark, LLC | History | Reduced | 190 | 37 | 0.01% | 0.01% | 1146 | -3 | -1.55% | Q4 2025 | Feb 10, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 181 | 36 | 0.01% | 0.02% | 1147 | +64 | 54.7% | Q4 2025 | Feb 17, 2026 |
| Collier Financial | History | Reduced | 174 | 34 | 0.03% | 0.03% | 1148 | -16 | -8.42% | Q4 2025 | Feb 12, 2026 |
| TSFG, LLC | History | Reduced | 164 | 33 | 0.0% | 0.01% | 1149 | -58 | -26.13% | Q4 2025 | Feb 04, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 163 | 32 | 0.0% | 0.0% | 1150 | +11 | 7.24% | Q4 2025 | Jan 08, 2026 |
| Kingdom Financial Group LLC. | History | New | 160 | 31 | 0.01% | — | 1152 | +160 | New | Q4 2025 | Feb 06, 2026 |
| Bangor Savings Bank | History | No change | 158 | 31 | 0.0% | 0.0% | 1151 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 156 | 31 | 0.03% | 0.03% | 1153 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JDM Financial Group LLC | History | No change | 151 | 30 | 0.01% | 0.01% | 1154 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CITY HOLDING CO | History | No change | 150 | 29 | 0.0% | 0.0% | 1155 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Triumph Capital Management | History | New | 143 | 28 | 0.01% | — | 1156 | +143 | New | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | No change | 143 | 28 | 0.0% | 0.0% | 1157 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Evolution Advisers, Inc. | History | No change | 142 | 28 | 0.01% | 0.01% | 1158 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Miller Capital Partners, Inc. | History | New | 140 | 27 | 0.01% | — | 1159 | +140 | New | Q4 2025 | Feb 17, 2026 |
| Sankala Group LLC | History | New | 136 | 25 | 0.02% | — | 1162 | +136 | New | Q4 2025 | Mar 02, 2026 |
| Monetary Solutions, Ltd | History | New | 130 | 25 | 0.02% | — | 1161 | +130 | New | Q4 2025 | Feb 23, 2026 |
| EPG Wealth Management LLC | History | No change | 126 | 25 | 0.01% | 0.01% | 1160 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 121 | 24 | 0.01% | — | 1163 | +121 | New | Q4 2025 | Jan 22, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Added to | 119 | 23 | 0.0% | 0.0% | 1164 | +5 | 4.39% | Q4 2025 | Feb 10, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 107 | 21 | 0.01% | 0.0% | 1165 | +58 | 118.37% | Q4 2025 | Jan 21, 2026 |
| Strategic Advocates LLC | History | New | 104 | 20 | 0.01% | — | 1166 | +104 | New | Q4 2025 | Feb 11, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 99 | 19 | 0.02% | — | 1168 | +99 | New | Q4 2025 | Feb 19, 2026 |
| Morse Asset Management, Inc | History | No change | 100 | 19 | 0.0% | 0.0% | 1167 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | New | 93 | 18 | 0.0% | — | 1171 | +93 | New | Q4 2025 | Feb 17, 2026 |
| Armor Investment Advisors, LLC | History | No change | 92 | 18 | 0.01% | 0.01% | 1169 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 95 | 18 | 0.0% | 0.0% | 1170 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 86 | 17 | 0.02% | — | 1173 | +86 | New | Q4 2025 | Feb 12, 2026 |
| Investors Research Corp | History | No change | 86 | 17 | 0.0% | 0.0% | 1172 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 82 | 16 | 0.0% | 0.0% | 1174 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bogart Wealth, LLC | History | Reduced | 80 | 15 | 0.0% | 0.0% | 1176 | -82 | -50.62% | Q4 2025 | Jan 30, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 80 | 15 | 0.01% | — | 1177 | +80 | New | Q4 2025 | Mar 05, 2026 |
| NorthAvenue LLC | History | New | 77 | 15 | 0.01% | — | 1178 | +77 | New | Q4 2025 | Apr 02, 2026 |
| Darwin Wealth Management, LLC | History | New | 76 | 15 | 0.0% | — | 1175 | +76 | New | Q4 2025 | Jan 22, 2026 |
| Joseph Group Capital Management | History | No change | 75 | 14 | 0.0% | 0.0% | 1179 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Benson Wealth Management INC | History | New | 69 | 13 | 0.01% | — | 1184 | +69 | New | Q4 2025 | Feb 12, 2026 |
| Key Capital Management, INC | History | New | 66 | 13 | 0.01% | — | 1183 | +66 | New | Q4 2025 | Jan 26, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 66 | 13 | 0.01% | 0.01% | 1180 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 69 | 13 | 0.0% | 0.01% | 1181 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 67 | 13 | 0.01% | 0.01% | 1182 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Abound Wealth Management | History | Reduced | 64 | 12 | 0.0% | 0.01% | 1188 | -108 | -62.79% | Q4 2025 | Jan 12, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 65 | 12 | 0.0% | 0.0% | 1186 | -6 | -8.45% | Q4 2025 | Feb 11, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 61 | 12 | 0.0% | 0.0% | 1185 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | No change | 62 | 12 | 0.0% | 0.0% | 1187 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TRUST CO OF VERMONT | History | New | 59 | 11 | 0.0% | — | 1190 | +59 | New | Q4 2025 | Jan 16, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 56 | 11 | 0.0% | 0.0% | 1189 | -8 | -12.5% | Q4 2025 | Feb 13, 2026 |
| West Branch Capital LLC | History | No change | 60 | 11 | 0.0% | 0.0% | 1191 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 52 | 10 | 0.0% | 0.0% | 1192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 52 | 10 | 0.01% | 0.01% | 1193 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 50 | 9 | 0.01% | — | 1196 | +50 | New | Q4 2025 | Feb 13, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 50 | 9 | 0.0% | — | 1197 | +50 | New | Q4 2025 | Feb 20, 2026 |
| Operose Advisors LLC | History | Added to | 49 | 9 | 0.0% | 0.0% | 1195 | +1 | 2.08% | Q4 2025 | Feb 10, 2026 |
| Smithfield Trust Co | History | No change | 47 | 9 | 0.0% | 0.0% | 1194 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 45 | 8 | 0.0% | 0.0% | 1198 | -27 | -37.5% | Q4 2025 | Jan 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 45 | 8 | 0.0% | 0.0% | 1199 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 38 | 7 | 0.0% | — | 1203 | +38 | New | Q4 2025 | Feb 27, 2026 |
| Decker Retirement Planning Inc. | History | New | 38 | 7 | 0.0% | — | 1204 | +38 | New | Q4 2025 | Jan 26, 2026 |
| Estate Planners Group, LLC | History | New | 35 | 7 | 0.0% | — | 1205 | +35 | New | Q4 2025 | Apr 07, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 39 | 7 | 0.0% | 0.0% | 1200 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Glassman Wealth Services | History | No change | 36 | 7 | 0.0% | 0.0% | 1201 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 36 | 7 | 0.0% | 0.0% | 1202 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SWAN Capital LLC | History | New | 35 | 6 | 0.0% | — | 1206 | +35 | New | Q4 2025 | Feb 12, 2026 |
| Ankerstar Wealth, LLC | History | New | 31 | 6 | 0.01% | — | 1207 | +31 | New | Q4 2025 | Feb 12, 2026 |
| Kilter Group LLC | History | Reduced | 29 | 5 | 0.0% | 0.06% | 1209 | -614 | -95.49% | Q4 2025 | Feb 13, 2026 |
| COUNTRY TRUST BANK | History | New | 30 | 5 | 0.0% | — | 1208 | +30 | New | Q4 2025 | Jan 21, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | New | 30 | 5 | 0.0% | — | 1210 | +30 | New | Q4 2025 | Jan 14, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 23 | 4 | 0.0% | 0.0% | 1212 | -77 | -77.0% | Q4 2025 | Jan 22, 2026 |
| Greenline Wealth Management LLC | History | New | 24 | 4 | 0.0% | — | 1214 | +24 | New | Q4 2025 | Feb 13, 2026 |
| Imprint Wealth LLC | History | Reduced | 23 | 4 | 0.02% | 0.02% | 1213 | -9 | -28.13% | Q4 2025 | Feb 17, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 20 | 4 | 0.0% | 0.0% | 1211 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ORG Partners LLC | History | Reduced | 17 | 3 | 0.0% | 0.0% | 1220 | -114 | -87.02% | Q4 2025 | Jan 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 17 | 3 | 0.0% | — | 1217 | +17 | New | Q4 2025 | Jan 07, 2026 |
| Modus Advisors, LLC | History | New | 16 | 3 | 0.0% | — | 1218 | +16 | New | Q4 2025 | Feb 11, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | New | 16 | 3 | 0.01% | — | 1219 | +16 | New | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 20 | 3 | 0.0% | 0.0% | 1216 | -15 | -42.86% | Q4 2025 | Feb 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 19 | 3 | 0.0% | 0.0% | 1215 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Roxbury Financial LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 1221 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Signature Resources Capital Management, LLC | History | New | 15 | 2 | 0.0% | — | 1222 | +15 | New | Q4 2025 | Jan 21, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 1223 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 1224 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| American Wealth Advisors, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 1225 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SHP Wealth Management | History | New | 8 | 1 | 0.0% | — | 1232 | +8 | New | Q4 2025 | Mar 04, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 8 | 1 | 0.0% | — | 1234 | +8 | New | Q4 2025 | Feb 11, 2026 |
| NVWM, LLC | History | New | 6 | 1 | 0.0% | — | 1230 | +6 | New | Q4 2025 | Jan 20, 2026 |
| Signature Equity Partners, LLC | History | New | 6 | 1 | 0.0% | — | 1233 | +6 | New | Q4 2025 | Feb 17, 2026 |
| ALERUS FINANCIAL NA | History | No change | 10 | 1 | 0.0% | 0.0% | 1226 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHELSEA COUNSEL CO | History | No change | 9 | 1 | 0.0% | 0.0% | 1227 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 9 | 1 | 0.0% | 0.0% | 1228 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Oakworth Capital, Inc. | History | No change | 7 | 1 | 0.0% | 0.0% | 1229 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Costello Asset Management, INC | History | No change | 7 | 1 | 0.0% | 0.0% | 1231 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.04% | — | -56,072 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KWB Wealth | History | Closed out | 0 | 0 | — | 0.95% | — | -49,820 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 4.71% | — | -29,185 | -100.0% | Q3 2025 | Nov 05, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -25,583 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cardinal Strategic Wealth Guidance | History | Closed out | 0 | 0 | — | 1.14% | — | -21,696 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.38% | — | -15,554 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -14,783 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 2.06% | — | -14,493 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -14,115 | -100.0% | Q3 2025 | Nov 10, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.14% | — | -13,811 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -12,202 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,722 | -100.0% | Q3 2025 | Oct 31, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,488 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 0.72% | — | -9,995 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -8,088 | -100.0% | Q3 2025 | Nov 18, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -6,042 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FFG RETIREMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -5,580 | -100.0% | Q3 2025 | Oct 17, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,579 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,065 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Clearview Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -4,906 | -100.0% | Q3 2025 | Oct 24, 2025 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.35% | — | -4,675 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,632 | -100.0% | Q3 2025 | Nov 14, 2025 |
| McNaughton Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -4,413 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Edgemoor Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,600 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,547 | -100.0% | Q3 2025 | Feb 18, 2026 |
| Aspire Private Capital, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,006 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Horizon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -2,987 | -100.0% | Q3 2025 | Nov 06, 2025 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,801 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PUFF WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.78% | — | -2,630 | -100.0% | Q3 2025 | Oct 06, 2025 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,565 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optivise Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -2,503 | -100.0% | Q3 2025 | Oct 17, 2025 |
| ELCO Management Co., LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -2,300 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Buttonwood Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -2,271 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -2,252 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WealthTrak Capital Management LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -2,197 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Circle Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,033 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Summit Financial Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,033 | -100.0% | Q3 2025 | Oct 03, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,988 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Eaton Financial Holdings Company, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,852 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Pinnacle Family Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,792 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -1,783 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Turtle Creek Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,626 | -100.0% | Q3 2025 | Oct 29, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -1,607 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Grey Ledge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,582 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Chemistry Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,540 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Two West Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,418 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SWS Partners | History | Closed out | 0 | 0 | — | 0.06% | — | -1,272 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Heritage Family Offices, LLP | History | Closed out | 0 | 0 | — | 0.11% | — | -1,255 | -100.0% | Q3 2025 | Oct 07, 2025 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,232 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Blue Capital, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -1,211 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,208 | -100.0% | Q3 2025 | Oct 23, 2025 |
| BCU Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,158 | -100.0% | Q3 2025 | Oct 16, 2025 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,149 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Claris Financial LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,146 | -100.0% | Q3 2025 | Apr 07, 2026 |
| Vantage Point Financial LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,118 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Talisman Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -1,112 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,088 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -1,070 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,069 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MSH Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,058 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,047 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -714 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -688 | -100.0% | Q3 2025 | Oct 28, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -444 | -100.0% | Q3 2025 | Nov 10, 2025 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -419 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -297 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Vestwell Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -258 | -100.0% | Q3 2025 | Dec 05, 2025 |
| LOOMIS SAYLES & CO L P | History | Closed out | 0 | 0 | — | 0.0% | — | -246 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -240 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Rice Partnership, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -106 | -100.0% | Q3 2025 | Oct 20, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -92 | -100.0% | Q3 2025 | Nov 07, 2025 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Viewpoint Capital Management LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -23 | -92.0% | Q4 2025 | Feb 11, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Oct 20, 2025 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 04, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2025 | Oct 17, 2025 |
| United Financial Planning Group LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| Advocate Investing Services LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |