J.P. Morgan Exchange-Traded Fund Trust - JEPI
Detailed investor-level table based on 13F positions.
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 | 47,234,309 | 2,703,691 | 0.16% | 0.16% | 1 | +261,872 | 0.56% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 31,820,375 | 1,821,398 | 0.13% | 0.13% | 2 | -1,125,185 | -3.42% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 16,812,996 | 962,375 | 0.18% | 0.18% | 3 | -164,890 | -0.97% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 9,891,371 | 566,182 | 0.17% | 0.15% | 4 | +458,407 | 4.86% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 8,099,270 | 463,602 | 0.14% | 0.13% | 5 | +825,889 | 11.35% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,916,784 | 453,156 | 0.07% | — | 6 | +7,916,784 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 7,175,637 | 410,733 | 0.07% | 0.07% | 7 | -392,863 | -5.19% | Q4 2025 | Jan 29, 2026 |
| Nationwide Fund Advisors | History | Added to | 7,089,908 | 405,826 | 17.38% | 22.17% | 8 | +51,190 | 0.73% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,726,913 | 327,808 | 0.02% | 0.03% | 9 | -2,488,912 | -30.29% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,694,209 | 326,048 | 0.48% | 0.51% | 10 | -731,207 | -11.38% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 5,530,763 | 316,580 | 0.35% | 0.34% | 11 | +370,330 | 7.18% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,255,018 | 243,557 | 0.32% | 0.35% | 12 | -501,059 | -10.54% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 4,175,885 | 239,027 | 0.07% | 0.07% | 13 | -71,683 | -1.69% | Q4 2025 | Feb 11, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 3,804,642 | 217,777 | 3.59% | 3.07% | 14 | +737,043 | 24.03% | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 3,079,471 | 176,268 | 0.3% | 0.32% | 15 | -149,278 | -4.62% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,063,422 | 175,350 | 0.43% | 0.43% | 16 | +230,264 | 8.13% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,003,765 | 171,935 | 0.11% | 0.11% | 17 | +72,427 | 2.47% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,881,623 | 164,944 | 0.18% | 0.2% | 18 | -264,427 | -8.41% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,829,128 | 161,938 | 0.15% | 0.16% | 19 | -153,818 | -5.16% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,692,604 | 154,125 | 0.35% | 0.36% | 20 | +36,106 | 1.36% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,524,737 | 144,537 | 0.09% | 0.08% | 21 | +497,410 | 24.54% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,135,264 | 122,222 | 0.02% | 0.02% | 22 | +143,183 | 7.19% | Q4 2025 | Feb 10, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 2,114,467 | 121,032 | 5.01% | 5.52% | 23 | +152,932 | 7.8% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,980,485 | 113,362 | 0.47% | 0.5% | 24 | +74,191 | 3.89% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 1,961,971 | 112,303 | 10.71% | 11.36% | 25 | -64,331 | -3.17% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,893,752 | 108,398 | 0.29% | 0.32% | 26 | -139,779 | -6.87% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,853,767 | 106,109 | 0.73% | 0.02% | 27 | +1,801,951 | 3477.6% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,754,995 | 100,455 | 0.18% | 0.18% | 28 | +175,322 | 11.1% | Q4 2025 | Mar 16, 2026 |
| CWM, LLC | History | Reduced | 1,653,081 | 94,622 | 0.26% | 0.33% | 29 | -294,005 | -15.1% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,650,864 | 94,495 | 0.05% | 0.05% | 30 | +191,240 | 13.1% | Q4 2025 | Feb 06, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 1,552,845 | 88,884 | 5.74% | 5.93% | 31 | +18,315 | 1.19% | Q4 2025 | Feb 18, 2026 |
| Enstar Group LTD | History | No change | 1,539,025 | 88,093 | 34.07% | 32.48% | 32 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 1,511,059 | 86,493 | 3.26% | 3.15% | 33 | +17,778 | 1.19% | Q4 2025 | Feb 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,373,826 | 79,613 | 0.11% | 0.13% | 34 | -138,540 | -9.16% | Q4 2025 | Jan 08, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,300,626 | 74,457 | 0.94% | 1.02% | 35 | -62,893 | -4.61% | Q4 2025 | Feb 09, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 1,279,949 | 73,264 | 3.3% | 3.19% | 36 | +145,617 | 12.84% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 1,226,749 | 70,219 | 0.29% | — | 37 | +1,226,749 | New | Q4 2025 | Feb 05, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 1,105,887 | 63,300 | 1.02% | 1.03% | 38 | +32,016 | 2.98% | Q4 2025 | Jan 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,017,292 | 58,229 | 1.09% | 1.03% | 39 | +57,509 | 5.99% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Wealth | History | Added to | 1,013,656 | 58,139 | 0.07% | 0.08% | 40 | +165,563 | 19.52% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,009,369 | 57,776 | 0.32% | 0.32% | 41 | +25,300 | 2.57% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,009,325 | 57,773 | 0.09% | 0.09% | 42 | +56,285 | 5.91% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 997,647 | 57,105 | 0.01% | 0.01% | 43 | -53,567 | -5.1% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 967,515 | 55,380 | 0.01% | 0.0% | 44 | +771,015 | 392.37% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 959,489 | 54,921 | 0.07% | 0.08% | 45 | -62,434 | -6.11% | Q4 2025 | Feb 02, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 937,037 | 53,636 | 2.86% | 2.61% | 46 | +136,642 | 17.07% | Q4 2025 | Jan 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 928,454 | 53,144 | 1.32% | 1.57% | 47 | -129,072 | -12.21% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 928,030 | 53,123 | 0.4% | — | 48 | +928,030 | New | Q4 2025 | Feb 18, 2026 |
| Brookstone Capital Management | History | Added to | 859,926 | 49,222 | 0.56% | 0.56% | 49 | +36,320 | 4.41% | Q4 2025 | Jan 15, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 765,683 | 43,827 | 6.76% | 7.48% | 50 | +16,879 | 2.25% | Q4 2025 | Jan 28, 2026 |
| SHP Wealth Management | History | New | 749,160 | 42,881 | 3.34% | — | 51 | +749,160 | New | Q4 2025 | Mar 04, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 743,087 | 42,534 | 0.74% | 0.8% | 52 | -40,026 | -5.11% | Q4 2025 | Jan 22, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 732,375 | 41,921 | 2.82% | 2.79% | 53 | +44,376 | 6.45% | Q4 2025 | Jan 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 727,039 | 41,615 | 0.36% | 0.13% | 54 | +477,935 | 191.86% | Q4 2025 | Feb 05, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 725,240 | 41,512 | 1.07% | 1.4% | 55 | -11,077 | -1.5% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 723,593 | 41,418 | 0.01% | 0.01% | 56 | +136,750 | 23.3% | Q4 2025 | Feb 17, 2026 |
| Oakworth Capital, Inc. | History | Added to | 713,164 | 40,821 | 2.23% | 2.2% | 57 | +45,195 | 6.77% | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 681,503 | 39,009 | 0.14% | 0.16% | 58 | +49,115 | 7.77% | Q4 2025 | Feb 18, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 681,262 | 38,995 | 0.5% | 0.53% | 59 | -13,574 | -1.95% | Q4 2025 | Feb 05, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 671,914 | 38,460 | 5.36% | 5.4% | 60 | -8,813 | -1.29% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 657,514 | 37,636 | 0.47% | 0.47% | 61 | +24,330 | 3.84% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 652,847 | 37,368 | 0.0% | 0.0% | 62 | +36,547 | 5.93% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 647,439 | 37,059 | 0.21% | 0.18% | 63 | +135,936 | 26.58% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Reduced | 642,316 | 36,821 | 0.19% | 0.24% | 64 | -18,985 | -2.87% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 619,861 | 35,480 | 0.44% | 0.47% | 65 | -24,207 | -3.76% | Q4 2025 | Feb 05, 2026 |
| First Financial Bank - Trust Division | History | Added to | 605,468 | 34,656 | 2.85% | 2.75% | 66 | +41,562 | 7.37% | Q4 2025 | Jan 02, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 604,267 | 34,588 | 2.58% | 2.67% | 67 | -13,659 | -2.21% | Q4 2025 | Feb 18, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 595,634 | 34,094 | 0.52% | 0.58% | 68 | -24,919 | -4.02% | Q4 2025 | Jan 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 544,117 | 31,956 | 0.05% | 0.04% | 69 | +104,089 | 23.66% | Q4 2025 | Feb 18, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | Added to | 542,919 | 31,076 | 14.87% | 14.63% | 70 | +21,738 | 4.17% | Q4 2025 | Jan 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 526,834 | 30,155 | 0.47% | 0.58% | 71 | -93,753 | -15.11% | Q4 2025 | Feb 12, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 517,009 | 29,663 | 2.22% | 2.09% | 72 | +42,993 | 9.07% | Q4 2025 | Jan 16, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 503,929 | 28,844 | 0.16% | 0.21% | 73 | -148,016 | -22.7% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 497,524 | 28,478 | 0.03% | 0.03% | 74 | +48,930 | 10.91% | Q4 2025 | Feb 13, 2026 |
| BOKF, NA | History | Added to | 487,439 | 27,901 | 0.43% | 0.4% | 75 | +24,659 | 5.33% | Q4 2025 | Feb 03, 2026 |
| Horizon Advisory Services, Inc. | History | Added to | 486,233 | 27,831 | 14.08% | 14.12% | 76 | +2,960 | 0.61% | Q4 2025 | Jan 29, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 486,101 | 27,824 | 7.97% | 8.57% | 77 | +17,699 | 3.78% | Q4 2025 | Jan 27, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 479,454 | 27,443 | 2.81% | 2.88% | 78 | -27,814 | -5.48% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 475,841 | 27,237 | 0.19% | 0.22% | 79 | +29,529 | 6.62% | Q4 2025 | Feb 18, 2026 |
| Cerity Partners LLC | History | Added to | 469,991 | 26,902 | 0.04% | 0.02% | 80 | +271,218 | 136.45% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 466,040 | 26,682 | 0.19% | 0.19% | 81 | -1,805 | -0.39% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 460,502 | 26,359 | 2.86% | 3.09% | 82 | -20,839 | -4.33% | Q4 2025 | Jan 23, 2026 |
| Prospera Financial Services Inc | History | Reduced | 455,076 | 26,050 | 0.43% | 0.53% | 83 | -85,283 | -15.78% | Q4 2025 | Feb 09, 2026 |
| DAVENPORT & Co LLC | History | Added to | 450,908 | 25,809 | 0.14% | 0.13% | 84 | +29,821 | 7.08% | Q4 2025 | Jan 12, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 449,273 | 25,716 | 5.46% | 5.54% | 85 | +31,510 | 7.54% | Q4 2025 | Jan 30, 2026 |
| Cooper Financial Group | History | Added to | 434,906 | 24,894 | 2.65% | 2.68% | 86 | +11,404 | 2.69% | Q4 2025 | Jan 08, 2026 |
| Midwest Trust Co | History | Added to | 433,278 | 24,800 | 0.31% | 0.31% | 87 | +19,473 | 4.71% | Q4 2025 | Feb 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 429,250 | 24,570 | 0.18% | 0.2% | 88 | -24,262 | -5.35% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 419,400 | 24,006 | 0.01% | 0.01% | 89 | +44,099 | 11.75% | Q4 2025 | Feb 13, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 415,000 | 23,754 | 1.56% | 1.46% | 90 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 412,277 | 23,598 | 3.93% | 3.97% | 91 | +5,931 | 1.46% | Q4 2025 | Jan 15, 2026 |
| Lido Advisors, LLC | History | Added to | 403,182 | 23,031 | 0.07% | 0.07% | 92 | +8,242 | 2.09% | Q4 2025 | Feb 10, 2026 |
| Melia Wealth LLC | History | Added to | 390,963 | 22,378 | 10.34% | 9.62% | 93 | +6,111 | 1.59% | Q4 2025 | Feb 09, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 385,563 | 22,069 | 0.62% | 0.64% | 94 | -3,187 | -0.82% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 381,952 | 21,862 | 1.5% | 1.68% | 95 | -9,460 | -2.42% | Q4 2025 | Feb 02, 2026 |
| TigerOak Management, L.L.C. | History | Added to | 378,364 | 21,657 | 6.61% | 6.64% | 96 | +3,453 | 0.92% | Q4 2025 | Jan 21, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 371,626 | 21,271 | 3.41% | 3.3% | 97 | +26,954 | 7.82% | Q4 2025 | Feb 04, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 362,648 | 21,171 | 0.52% | 0.48% | 98 | +41,892 | 13.06% | Q4 2025 | Jan 28, 2026 |
| Curran Financial Partners, LLC | History | Added to | 369,666 | 21,159 | 4.02% | 3.84% | 99 | +29,396 | 8.64% | Q4 2025 | Jan 22, 2026 |
| Rezny Wealth Management, Inc. | History | Reduced | 364,538 | 20,866 | 4.21% | 4.41% | 100 | -5,846 | -1.58% | Q4 2025 | Feb 03, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 361,062 | 20,667 | 0.83% | 1.49% | 101 | -272,258 | -42.99% | Q4 2025 | Jan 20, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 357,391 | 20,457 | 4.74% | 4.7% | 102 | +2,210 | 0.62% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 352,499 | 20,177 | 0.16% | 0.2% | 103 | +2,967 | 0.85% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 506,956 | 20,133 | 0.49% | 0.58% | 104 | -21,582 | -4.08% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 350,470 | 20,060 | 0.24% | 0.22% | 105 | -72,518 | -17.14% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 350,361 | 20,054 | 0.08% | 0.08% | 106 | -15,922 | -4.35% | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | Added to | 347,881 | 19,912 | 0.39% | 0.43% | 107 | +9,499 | 2.81% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 345,163 | 19,757 | 0.04% | 0.04% | 108 | +18,784 | 5.76% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 337,987 | 19,346 | 0.21% | 0.05% | 109 | +283,389 | 519.05% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 333,933 | 19,114 | 1.05% | 1.06% | 110 | +3,778 | 1.14% | Q4 2025 | Feb 10, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 324,218 | 18,558 | 3.54% | 3.69% | 111 | -5,521 | -1.67% | Q4 2025 | Jan 26, 2026 |
| EP Wealth Advisors, LLC | History | New | 322,969 | 18,486 | 0.1% | — | 112 | +322,969 | New | Q4 2025 | Feb 18, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 300,208 | 17,595 | 2.84% | 2.85% | 113 | +15,168 | 5.32% | Q4 2025 | Jan 28, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 304,966 | 17,582 | 0.75% | 0.8% | 114 | -12,767 | -4.02% | Q4 2025 | Jan 27, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 305,581 | 17,491 | 0.25% | 0.21% | 115 | -2,606 | -0.85% | Q4 2025 | Feb 02, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 303,646 | 17,380 | 5.44% | 5.52% | 116 | -3,240 | -1.06% | Q4 2025 | Jan 22, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 302,698 | 17,326 | 1.02% | 1.12% | 117 | -29,751 | -8.95% | Q4 2025 | Feb 03, 2026 |
| Americana Partners, LLC | History | Added to | 302,296 | 17,303 | 0.47% | 0.05% | 118 | +274,620 | 992.27% | Q4 2025 | Feb 06, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 299,297 | 17,131 | 1.01% | 1.12% | 119 | -17,995 | -5.67% | Q4 2025 | Feb 10, 2026 |
| SageGuard Financial Group, LLC | History | New | 298,448 | 17,083 | 2.72% | — | 120 | +298,448 | New | Q4 2025 | Jan 27, 2026 |
| SFMG, LLC | History | Added to | 295,839 | 16,933 | 1.14% | 1.08% | 121 | +21,890 | 7.99% | Q4 2025 | Feb 10, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 294,570 | 16,861 | 3.07% | 3.01% | 122 | -5,474 | -1.82% | Q4 2025 | Jan 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 294,095 | 16,833 | 0.34% | 0.34% | 123 | +33,064 | 12.67% | Q4 2025 | Feb 03, 2026 |
| CHOREO, LLC | History | Added to | 287,937 | 16,694 | 0.21% | 0.21% | 124 | +1,692 | 0.59% | Q4 2025 | Jan 23, 2026 |
| Tenzing Financial LLC | History | New | 291,052 | 16,659 | 13.52% | — | 125 | +291,052 | New | Q4 2025 | Feb 13, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 289,257 | 16,557 | 2.34% | 2.3% | 126 | +23,533 | 8.86% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 287,416 | 16,451 | 0.23% | 0.24% | 127 | -484 | -0.17% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 285,063 | 16,316 | 0.87% | 0.86% | 128 | +19,180 | 7.21% | Q4 2025 | Jan 20, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 284,292 | 16,272 | 5.73% | 6.18% | 129 | +20,204 | 7.65% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 281,931 | 16,258 | 0.07% | 0.05% | 130 | +65,650 | 30.35% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 283,836 | 16,246 | 0.32% | 0.33% | 131 | +8,161 | 2.96% | Q4 2025 | Jan 14, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 281,575 | 16,117 | 2.15% | 2.34% | 132 | -14,866 | -5.01% | Q4 2025 | Jan 30, 2026 |
| Columbus Macro, LLC | History | Added to | 279,378 | 15,991 | 1.75% | 1.65% | 133 | +25,077 | 9.86% | Q4 2025 | Jan 15, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 269,489 | 15,425 | 1.11% | 1.29% | 134 | -34,995 | -11.49% | Q4 2025 | Feb 11, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 269,304 | 15,414 | 4.14% | 4.24% | 135 | +5,636 | 2.14% | Q4 2025 | Feb 09, 2026 |
| Centurion Wealth Management LLC | History | Added to | 267,487 | 15,311 | 3.35% | 3.39% | 136 | +6,751 | 2.59% | Q4 2025 | Jan 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 266,092 | 15,231 | 0.09% | 0.02% | 137 | +224,212 | 535.37% | Q4 2025 | Feb 17, 2026 |
| St. Clair Advisors, LLC | History | Added to | 264,308 | 15,129 | 3.9% | 3.97% | 138 | +2,318 | 0.88% | Q4 2025 | Jan 20, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 263,716 | 15,095 | 0.99% | 1.0% | 139 | +1,858 | 0.71% | Q4 2025 | Jan 09, 2026 |
| Legacy Edge Advisors, LLC | History | New | 259,111 | 14,831 | 1.62% | — | 140 | +259,111 | New | Q4 2025 | Feb 02, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 258,573 | 14,800 | 1.94% | 2.1% | 141 | -3,780 | -1.44% | Q4 2025 | Jan 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 257,089 | 14,715 | 0.09% | 0.08% | 142 | +26,425 | 11.46% | Q4 2025 | Jan 29, 2026 |
| Magnus Financial Group LLC | History | Reduced | 255,351 | 14,616 | 1.12% | 1.19% | 143 | -7,933 | -3.01% | Q4 2025 | Jan 07, 2026 |
| Requisite Capital Management, LLC | History | Added to | 253,178 | 14,600 | 2.77% | 2.24% | 144 | +19,817 | 8.49% | Q4 2025 | Feb 05, 2026 |
| Savant Capital, LLC | History | Reduced | 254,817 | 14,585 | 0.08% | 0.22% | 145 | -385,989 | -60.23% | Q4 2025 | Feb 10, 2026 |
| Prentice Wealth Management LLC | History | Added to | 251,348 | 14,387 | 3.29% | 3.28% | 146 | +18,133 | 7.78% | Q4 2025 | Jan 30, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 250,497 | 14,338 | 0.37% | 0.36% | 147 | +3,588 | 1.45% | Q4 2025 | Feb 03, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 247,968 | 14,193 | 2.98% | 3.07% | 148 | +10,703 | 4.51% | Q4 2025 | Jan 23, 2026 |
| Signature Wealth Management Partners, LLC | History | Reduced | 247,694 | 14,178 | 7.01% | 7.41% | 149 | -147 | -0.06% | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Added to | 243,732 | 13,951 | 0.08% | 0.06% | 150 | +65,319 | 36.61% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 240,550 | 13,769 | 0.28% | 0.31% | 151 | +4,805 | 2.04% | Q4 2025 | Feb 09, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 239,958 | 13,735 | 0.11% | 0.1% | 152 | -1,317 | -0.55% | Q4 2025 | Feb 17, 2026 |
| Allen Capital Group, LLC | History | Reduced | 238,173 | 13,633 | 1.25% | 1.3% | 153 | -3,094 | -1.28% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 237,203 | 13,577 | 0.04% | 0.03% | 154 | +7,220 | 3.14% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 236,597 | 13,542 | 0.22% | 0.25% | 155 | +26,359 | 12.54% | Q4 2025 | Mar 12, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 235,441 | 13,476 | 3.09% | 3.42% | 156 | -25,865 | -9.9% | Q4 2025 | Jan 26, 2026 |
| Mosley Wealth Management | History | New | 235,850 | 13,422 | 6.14% | — | 157 | +235,850 | New | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 233,880 | 13,387 | 0.19% | 0.31% | 158 | -123,104 | -34.48% | Q4 2025 | Feb 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 232,715 | 13,320 | 0.64% | 0.54% | 160 | +75,224 | 47.76% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Reduced | 232,715 | 13,320 | 0.01% | 0.01% | 159 | -37,412 | -13.85% | Q4 2025 | Feb 17, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 230,243 | 13,277 | 9.06% | 8.42% | 161 | +33,160 | 16.83% | Q4 2025 | Feb 02, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 226,439 | 13,264 | 3.73% | 4.87% | 162 | -53,884 | -19.22% | Q4 2025 | Feb 09, 2026 |
| Fermata Advisors, LLC | History | Added to | 230,629 | 13,201 | 3.17% | 3.32% | 163 | +1,034 | 0.45% | Q4 2025 | Jan 08, 2026 |
| UMB Bank, n.a. | History | Added to | 227,667 | 13,031 | 0.17% | 0.0% | 164 | +226,867 | 28358.38% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 225,716 | 12,919 | 0.91% | 0.77% | 165 | +55,610 | 32.69% | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | Added to | 224,486 | 12,849 | 0.43% | 0.42% | 166 | +15,110 | 7.22% | Q4 2025 | Feb 06, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 221,157 | 12,659 | 5.18% | 4.9% | 167 | +29,743 | 15.54% | Q4 2025 | Jan 26, 2026 |
| COURIER CAPITAL LLC | History | Added to | 219,148 | 12,544 | 0.7% | 0.7% | 168 | +6,235 | 2.93% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 218,305 | 12,495 | 0.31% | 0.27% | 169 | +30,567 | 16.28% | Q4 2025 | Jan 28, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 215,423 | 12,330 | 0.3% | 0.32% | 170 | -10,834 | -4.79% | Q4 2025 | Feb 13, 2026 |
| First National Advisers, LLC | History | Reduced | 215,279 | 12,323 | 1.69% | 1.73% | 171 | -8,419 | -3.76% | Q4 2025 | Feb 04, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 215,201 | 12,318 | 5.71% | 5.81% | 172 | +5,878 | 2.81% | Q4 2025 | Jan 23, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 214,699 | 12,289 | 1.47% | 1.45% | 173 | +62 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Prota Financial, LLC | History | New | 210,254 | 12,034 | 8.67% | — | 174 | +210,254 | New | Q4 2025 | Apr 09, 2026 |
| Cassia Capital Partners, LLC | History | Added to | 205,842 | 11,782 | 6.38% | 6.21% | 175 | +6,563 | 3.29% | Q4 2025 | Jan 16, 2026 |
| Wealthfront Advisers LLC | History | Added to | 204,290 | 11,693 | 0.03% | 0.03% | 176 | +5,823 | 2.93% | Q4 2025 | Jan 30, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 202,838 | 11,610 | 5.05% | 4.95% | 177 | +8,767 | 4.52% | Q4 2025 | Jan 16, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 202,781 | 11,608 | 0.72% | 0.77% | 178 | -5,478 | -2.63% | Q4 2025 | Feb 17, 2026 |
| Indivisible Partners | History | New | 200,013 | 11,448 | 1.24% | — | 179 | +200,013 | New | Q4 2025 | Feb 03, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 197,674 | 11,314 | 3.13% | 3.24% | 180 | -724 | -0.36% | Q4 2025 | Jan 07, 2026 |
| Blue Water Asset Management | History | New | 197,446 | 11,301 | 4.06% | — | 181 | +197,446 | New | Q4 2025 | Feb 05, 2026 |
| Foguth Wealth Management, LLC. | History | New | 197,028 | 11,293 | 1.75% | — | 182 | +197,028 | New | Q4 2025 | Jan 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 195,162 | 11,288 | 0.02% | 0.02% | 183 | +30,621 | 18.61% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | Reduced | 193,898 | 11,181 | 0.16% | 0.2% | 184 | -33,346 | -14.67% | Q4 2025 | Feb 13, 2026 |
| ARROW FINANCIAL CORP | History | New | 195,286 | 11,178 | 1.11% | — | 185 | +195,286 | New | Q4 2025 | Feb 05, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 194,526 | 11,134 | 6.01% | — | 186 | +194,526 | New | Q4 2025 | Mar 16, 2026 |
| Visionary Wealth Advisors | History | Reduced | 192,669 | 11,028 | 0.5% | 0.52% | 187 | -3,628 | -1.85% | Q4 2025 | Feb 13, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 189,100 | 10,824 | 3.81% | 3.86% | 188 | +3,258 | 1.75% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 188,437 | 10,786 | 0.66% | 0.62% | 189 | +18,268 | 10.74% | Q4 2025 | Feb 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 188,309 | 10,778 | 0.74% | 0.93% | 190 | -15,854 | -7.77% | Q4 2025 | Feb 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 188,249 | 10,775 | 0.13% | 0.14% | 191 | -12,074 | -6.03% | Q4 2025 | Jan 21, 2026 |
| Hilton Capital Management, LLC | History | Reduced | 188,065 | 10,764 | 0.81% | 3.17% | 192 | -498,875 | -72.62% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 187,902 | 10,755 | 0.33% | 0.32% | 193 | -4,459 | -2.32% | Q4 2025 | Feb 11, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 186,483 | 10,674 | 0.47% | 0.75% | 194 | -126,681 | -40.45% | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | Reduced | 185,619 | 10,624 | 0.36% | 0.39% | 195 | -6,958 | -3.61% | Q4 2025 | Feb 10, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 183,602 | 10,580 | 0.58% | 0.59% | 196 | +4,946 | 2.77% | Q4 2025 | Jan 29, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 184,328 | 10,550 | 1.4% | 1.22% | 197 | +17,887 | 10.75% | Q4 2025 | Jan 05, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | Reduced | 184,325 | 10,550 | 3.03% | 3.08% | 198 | -5,319 | -2.8% | Q4 2025 | Feb 10, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 183,284 | 10,491 | 0.31% | 0.35% | 199 | -2,772 | -1.49% | Q4 2025 | Feb 12, 2026 |
| F/m Investments LLC | History | Reduced | 183,170 | 10,484 | 0.4% | 0.4% | 200 | -175 | -0.1% | Q4 2025 | Feb 03, 2026 |
| CENTRAL TRUST Co | History | Added to | 182,946 | 10,471 | 0.21% | 0.22% | 201 | +1,461 | 0.81% | Q4 2025 | Feb 02, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | Added to | 182,906 | 10,469 | 7.51% | 7.15% | 202 | +12,100 | 7.08% | Q4 2025 | Jan 23, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 182,429 | 10,442 | 1.99% | 2.09% | 203 | -5,072 | -2.71% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 180,974 | 10,358 | 0.08% | 0.1% | 204 | -301 | -0.17% | Q4 2025 | Jan 26, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 180,345 | 10,322 | 2.33% | 2.34% | 205 | +15,700 | 9.54% | Q4 2025 | Feb 17, 2026 |
| Community Bank, N.A. | History | Reduced | 177,251 | 10,145 | 1.2% | 1.22% | 206 | -4 | -0.0% | Q4 2025 | Feb 04, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 172,357 | 10,069 | 4.64% | 7.5% | 207 | -96,270 | -35.84% | Q4 2025 | Feb 04, 2026 |
| CVA Family Office, LLC | History | Reduced | 174,805 | 10,005 | 1.15% | 1.31% | 208 | -2,839 | -1.6% | Q4 2025 | Jan 12, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Added to | 167,328 | 9,954 | 6.74% | 6.63% | 209 | +9,105 | 5.75% | Q4 2025 | Feb 24, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 173,012 | 9,903 | 7.5% | 7.62% | 210 | +5,099 | 3.04% | Q4 2025 | Jan 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 164,605 | 9,543 | 0.28% | — | 211 | +164,605 | New | Q4 2025 | Feb 13, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 166,298 | 9,518 | 2.19% | 2.46% | 212 | -13,057 | -7.28% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Management, LLC | History | Added to | 165,043 | 9,447 | 6.36% | 6.32% | 213 | +943 | 0.57% | Q4 2025 | Jan 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 164,909 | 9,439 | 0.34% | 0.35% | 214 | +5,780 | 3.63% | Q4 2025 | Jan 27, 2026 |
| Perkins Coie Trust Co | History | Added to | 163,119 | 9,336 | 1.74% | 1.5% | 215 | +23,427 | 16.77% | Q4 2025 | Jan 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 158,994 | 9,318 | 0.32% | 0.35% | 216 | -7,879 | -4.72% | Q4 2025 | Jan 27, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 162,003 | 9,286 | 3.61% | 4.29% | 217 | -13,218 | -7.54% | Q4 2025 | Jan 21, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Added to | 161,448 | 9,241 | 0.72% | 0.67% | 218 | +9,812 | 6.47% | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 161,272 | 9,231 | 0.11% | 0.16% | 219 | +963 | 0.6% | Q4 2025 | Jan 29, 2026 |
| Pacific Center for Financial Services | History | No change | 160,328 | 9,154 | 2.33% | 2.33% | 220 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cadence Bank | History | Added to | 157,709 | 9,027 | 0.53% | 0.45% | 221 | +27,619 | 21.23% | Q4 2025 | Jan 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 157,644 | 9,023 | 1.07% | 1.19% | 222 | -5,358 | -3.29% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 157,373 | 9,008 | 0.33% | 0.35% | 223 | +3,329 | 2.16% | Q4 2025 | Feb 06, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 154,294 | 8,831 | 0.57% | 0.64% | 224 | -11,251 | -6.8% | Q4 2025 | Feb 03, 2026 |
| Montis Financial, LLC | History | Added to | 152,868 | 8,750 | 1.73% | 1.92% | 225 | +7,233 | 4.97% | Q4 2025 | Feb 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 151,892 | 8,694 | 0.28% | 0.39% | 226 | -81,644 | -34.96% | Q4 2025 | Jan 09, 2026 |
| Sigma Planning Corp | History | Reduced | 151,743 | 8,688 | 0.24% | 0.31% | 227 | -38,329 | -20.17% | Q4 2025 | Jan 30, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 148,488 | 8,562 | 0.22% | 0.22% | 228 | +8,947 | 6.41% | Q4 2025 | Feb 17, 2026 |
| MBA Advisors LLC | History | Added to | 149,423 | 8,552 | 3.45% | 3.34% | 229 | +12,390 | 9.04% | Q4 2025 | Jan 21, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 149,220 | 8,541 | 0.94% | 1.11% | 230 | -27,904 | -15.75% | Q4 2025 | Mar 03, 2026 |
| Fairway Wealth LLC | History | Added to | 148,643 | 8,508 | 2.29% | 2.36% | 231 | +1,548 | 1.05% | Q4 2025 | Jan 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 148,621 | 8,507 | 0.15% | 0.19% | 232 | -11,167 | -6.99% | Q4 2025 | Feb 19, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 147,547 | 8,445 | 0.03% | 0.04% | 233 | -29,647 | -16.73% | Q4 2025 | Feb 06, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 146,810 | 8,403 | 1.86% | 1.59% | 234 | +23,167 | 18.74% | Q4 2025 | Jan 12, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 145,588 | 8,333 | 2.4% | 2.37% | 235 | +9,907 | 7.3% | Q4 2025 | Jan 23, 2026 |
| NCM Capital Management, LLC | History | Added to | 143,751 | 8,228 | 3.05% | 3.1% | 236 | +3,776 | 2.7% | Q4 2025 | Mar 02, 2026 |
| CFO4Life Group, LLC | History | Reduced | 143,531 | 8,215 | 1.17% | 1.29% | 237 | -11,366 | -7.34% | Q4 2025 | Feb 06, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 137,476 | 7,940 | 0.8% | 0.85% | 238 | -4,635 | -3.26% | Q4 2025 | Jan 12, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 138,678 | 7,927 | 3.01% | 3.04% | 239 | -1,143 | -0.82% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Reduced | 137,884 | 7,892 | 0.37% | 0.43% | 240 | -6,699 | -4.63% | Q4 2025 | Jan 26, 2026 |
| EASTERN BANK | History | Reduced | 137,807 | 7,888 | 0.14% | 0.14% | 241 | -1,784 | -1.28% | Q4 2025 | Jan 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 137,504 | 7,870 | 0.29% | 0.2% | 242 | +61,555 | 81.05% | Q4 2025 | Feb 09, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 136,376 | 7,806 | 1.37% | 1.42% | 243 | -464 | -0.34% | Q4 2025 | Jan 15, 2026 |
| DeDora Capital, Inc. | History | Added to | 135,694 | 7,767 | 1.84% | 1.63% | 244 | +17,647 | 14.95% | Q4 2025 | Jan 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 134,940 | 7,724 | 0.35% | 0.34% | 245 | +7,585 | 5.96% | Q4 2025 | Feb 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 132,974 | 7,651 | 1.68% | 1.7% | 246 | -1,001 | -0.75% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 132,508 | 7,584 | 0.5% | 0.49% | 247 | +6,639 | 5.27% | Q4 2025 | Jan 23, 2026 |
| Moors & Cabot, Inc. | History | Added to | 132,499 | 7,584 | 0.32% | 0.32% | 248 | +2,468 | 1.9% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 132,264 | 7,570 | 0.16% | 0.19% | 249 | -19,331 | -12.75% | Q4 2025 | Feb 02, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 131,739 | 7,540 | 2.48% | 2.58% | 250 | -1,971 | -1.47% | Q4 2025 | Jan 21, 2026 |
| Global Assets Advisory, LLC | History | Added to | 131,486 | 7,526 | 2.15% | 2.15% | 251 | +4,819 | 3.8% | Q4 2025 | Feb 09, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 131,429 | 7,522 | 1.39% | 1.4% | 252 | +5,101 | 4.04% | Q4 2025 | Feb 09, 2026 |
| Corient Private Wealth LLC | History | Added to | 137,314 | 7,510 | 0.01% | 0.01% | 253 | +42,997 | 45.59% | Q4 2025 | Mar 09, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 129,412 | 7,407 | 0.92% | 1.02% | 254 | -6,802 | -4.99% | Q4 2025 | Feb 13, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 129,278 | 7,399 | 1.19% | 1.77% | 255 | -40,792 | -23.99% | Q4 2025 | Jan 26, 2026 |
| Financial Alternatives, Inc | History | Added to | 129,232 | 7,397 | 4.3% | 4.22% | 256 | +7,320 | 6.0% | Q4 2025 | Feb 04, 2026 |
| Clearstead Trust, LLC | History | Added to | 128,609 | 7,361 | 1.16% | 0.78% | 257 | +49,115 | 61.78% | Q4 2025 | Feb 09, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 127,940 | 7,323 | 0.63% | 0.62% | 258 | +4,643 | 3.77% | Q4 2025 | Jan 21, 2026 |
| BRIGHTON JONES LLC | History | Added to | 127,528 | 7,299 | 0.27% | 0.01% | 259 | +120,087 | 1613.86% | Q4 2025 | Jan 27, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 126,449 | 7,242 | 0.97% | 0.99% | 260 | +1,819 | 1.46% | Q4 2025 | Jan 21, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 126,512 | 7,241 | 1.37% | 1.29% | 261 | +6,742 | 5.63% | Q4 2025 | Jan 28, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 124,204 | 7,109 | 0.41% | 0.69% | 262 | +1,912 | 1.56% | Q4 2025 | Jan 29, 2026 |
| Financially in Tune, LLC | History | New | 123,954 | 7,095 | 6.62% | — | 263 | +123,954 | New | Q4 2025 | Feb 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 123,712 | 7,081 | 0.14% | 0.15% | 264 | +16,751 | 15.66% | Q4 2025 | Feb 13, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 123,180 | 7,050 | 0.67% | 0.58% | 265 | +26,196 | 27.01% | Q4 2025 | Jan 22, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 121,790 | 6,971 | 0.95% | 0.91% | 266 | +9,522 | 8.48% | Q4 2025 | Jan 21, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 121,746 | 6,968 | 1.76% | 0.98% | 267 | +57,394 | 89.19% | Q4 2025 | Feb 03, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 119,942 | 6,865 | 1.15% | 1.73% | 268 | -52,359 | -30.39% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 119,524 | 6,841 | 0.01% | 0.01% | 269 | +22,079 | 22.66% | Q4 2025 | Jan 23, 2026 |
| Turn8 Private Wealth Inc. | History | Reduced | 119,163 | 6,820 | 4.89% | 4.9% | 270 | -456 | -0.38% | Q4 2025 | Feb 10, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 118,786 | 6,799 | 0.83% | 0.91% | 271 | -5,086 | -4.11% | Q4 2025 | Jan 07, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 116,188 | 6,788 | 2.12% | 2.65% | 272 | -28,751 | -19.84% | Q4 2025 | Jan 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 116,427 | 6,664 | 0.04% | 0.04% | 273 | +13,168 | 12.75% | Q4 2025 | Feb 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 115,178 | 6,592 | 0.21% | 0.22% | 274 | +699 | 0.61% | Q4 2025 | Jan 12, 2026 |
| Community Financial Services Group, LLC | History | Reduced | 114,394 | 6,547 | 1.2% | 1.21% | 275 | -1,731 | -1.49% | Q4 2025 | Jan 15, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 112,678 | 6,449 | 0.46% | 0.38% | 276 | +13,643 | 13.78% | Q4 2025 | Jan 14, 2026 |
| Continuum Advisory, LLC | History | Reduced | 109,546 | 6,270 | 0.63% | 0.71% | 277 | -7,455 | -6.37% | Q4 2025 | Feb 11, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 109,130 | 6,246 | 0.89% | 0.81% | 278 | +17,608 | 19.24% | Q4 2025 | Jan 27, 2026 |
| SMART Wealth LLC | History | Added to | 108,881 | 6,232 | 1.9% | 2.31% | 279 | +1,588 | 1.48% | Q4 2025 | Jan 26, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 108,146 | 6,190 | 0.59% | 0.64% | 280 | +5,700 | 5.56% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 107,708 | 6,165 | 0.21% | 0.2% | 281 | +2,743 | 2.61% | Q4 2025 | Jan 14, 2026 |
| Perissos Private Wealth Management, LLC | History | Reduced | 107,550 | 6,156 | 5.31% | 4.57% | 282 | -2,353 | -2.14% | Q4 2025 | Feb 09, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 104,593 | 6,106 | 2.85% | 4.09% | 283 | -11,671 | -10.04% | Q4 2025 | Jan 26, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 106,436 | 6,092 | 2.37% | 2.38% | 284 | +1,707 | 1.63% | Q4 2025 | Jan 30, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 105,949 | 6,064 | 0.41% | 0.39% | 285 | +5,767 | 5.76% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 105,478 | 6,037 | 0.0% | 0.0% | 286 | +32,770 | 45.07% | Q4 2025 | Feb 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 105,378 | 6,031 | 0.2% | 0.15% | 287 | +26,108 | 32.94% | Q4 2025 | Feb 13, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 104,990 | 6,009 | 3.74% | 3.3% | 288 | +17,332 | 19.77% | Q4 2025 | Jan 15, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 104,941 | 6,006 | 1.05% | 1.43% | 289 | -33,923 | -24.43% | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Reduced | 103,854 | 5,944 | 0.03% | 0.04% | 290 | -45,474 | -30.45% | Q4 2025 | Feb 17, 2026 |
| VeraBank, N.A. | History | Reduced | 103,073 | 5,899 | 1.07% | 1.39% | 291 | -27,246 | -20.91% | Q4 2025 | Feb 11, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 102,110 | 5,844 | 0.83% | 0.88% | 292 | -7,085 | -6.49% | Q4 2025 | Jan 15, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 101,312 | 5,799 | 1.99% | 2.63% | 293 | -37,599 | -27.07% | Q4 2025 | Jan 12, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 99,833 | 5,756 | 2.33% | 2.26% | 294 | +8,071 | 8.8% | Q4 2025 | Feb 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 99,716 | 5,707 | 0.62% | 0.65% | 295 | -331 | -0.33% | Q4 2025 | Feb 18, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 99,361 | 5,687 | 5.02% | — | 296 | +99,361 | New | Q4 2025 | Feb 17, 2026 |
| Focused Wealth Management, Inc | History | Added to | 99,173 | 5,676 | 0.59% | 0.54% | 297 | +10,455 | 11.78% | Q4 2025 | Jan 29, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 98,714 | 5,650 | 0.57% | 2.88% | 298 | -391,634 | -79.87% | Q4 2025 | Jan 09, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 98,575 | 5,642 | 0.06% | 0.09% | 299 | -34,828 | -26.11% | Q4 2025 | Feb 02, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 98,217 | 5,621 | 4.54% | 4.46% | 300 | +10,829 | 12.39% | Q4 2025 | Jan 22, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 97,787 | 5,597 | 2.16% | 2.31% | 301 | +7,325 | 8.1% | Q4 2025 | Jan 21, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | New | 97,407 | 5,575 | 3.51% | — | 302 | +97,407 | New | Q4 2025 | Feb 27, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 95,226 | 5,521 | 0.21% | 0.24% | 303 | +28,096 | 41.85% | Q4 2025 | Feb 13, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 95,255 | 5,452 | 0.31% | 0.37% | 304 | -16,487 | -14.75% | Q4 2025 | Feb 06, 2026 |
| Investment Advisory Services Group LLC | History | New | 94,783 | 5,425 | 4.82% | — | 305 | +94,783 | New | Q4 2025 | Feb 04, 2026 |
| Allred Capital Management, LLC | History | Added to | 94,553 | 5,412 | 1.96% | 1.68% | 306 | +10,243 | 12.15% | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 94,537 | 5,411 | 0.01% | 0.0% | 307 | +44,600 | 89.31% | Q4 2025 | Feb 10, 2026 |
| J. Team Financial, Inc. | History | Added to | 93,641 | 5,360 | 5.36% | 5.3% | 308 | +2,128 | 2.33% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 93,446 | 5,349 | 0.1% | 0.36% | 309 | -217,260 | -69.92% | Q4 2025 | Feb 12, 2026 |
| Thayer Partners, LLC / MA | History | New | 92,708 | 5,306 | 2.58% | — | 310 | +92,708 | New | Q4 2025 | Feb 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 91,377 | 5,230 | 0.09% | 0.1% | 311 | +9,265 | 11.28% | Q4 2025 | Jan 16, 2026 |
| Peregrine Asset Advisers, Inc. | History | New | 91,234 | 5,222 | 1.47% | — | 312 | +91,234 | New | Q4 2025 | Feb 02, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 90,565 | 5,183 | 0.96% | 0.97% | 313 | +4,827 | 5.63% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 90,055 | 5,154 | 0.02% | 0.02% | 314 | -809 | -0.89% | Q4 2025 | Feb 17, 2026 |
| Thomasville National Bank | History | Added to | 89,917 | 5,146 | 0.32% | 0.31% | 315 | +3,632 | 4.21% | Q4 2025 | Jan 26, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 89,685 | 5,133 | 0.69% | 0.61% | 316 | +15,927 | 21.59% | Q4 2025 | Jan 21, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 89,545 | 5,126 | 4.1% | 3.92% | 317 | -1,593 | -1.75% | Q4 2025 | Jan 08, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 89,421 | 5,118 | 3.48% | 3.72% | 318 | -453 | -0.5% | Q4 2025 | Jan 29, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 87,599 | 5,051 | 1.69% | 1.49% | 319 | +2,370 | 2.78% | Q4 2025 | Jan 13, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 88,176 | 5,047 | 3.46% | 3.37% | 320 | +2,646 | 3.09% | Q4 2025 | Jan 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 88,045 | 5,039 | 0.23% | 0.24% | 321 | +752 | 0.86% | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 87,708 | 5,020 | 0.16% | 0.16% | 322 | +8,734 | 11.06% | Q4 2025 | Feb 03, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 87,464 | 5,006 | 1.95% | 1.99% | 323 | +3,909 | 4.68% | Q4 2025 | Jan 28, 2026 |
| Saxony Capital Management, LLC | History | Added to | 86,819 | 4,969 | 3.05% | 2.67% | 324 | +15,780 | 22.21% | Q4 2025 | Jan 15, 2026 |
| Vavra Capital Management, LLC | History | New | 86,253 | 4,937 | 4.85% | — | 325 | +86,253 | New | Q4 2025 | Jan 22, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 86,198 | 4,933 | 4.51% | 4.91% | 326 | -4,528 | -4.99% | Q4 2025 | Jan 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 85,786 | 4,910 | 0.06% | 0.08% | 327 | -6,667 | -7.21% | Q4 2025 | Feb 10, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 85,701 | 4,905 | 0.88% | 1.92% | 328 | -55,271 | -39.21% | Q4 2025 | Mar 02, 2026 |
| New Millennium Group LLC | History | New | 85,515 | 4,894 | 2.12% | — | 329 | +85,515 | New | Q4 2025 | Feb 06, 2026 |
| Boston Partners | History | Added to | 84,806 | 4,890 | 0.01% | 0.0% | 330 | +5,391 | 6.79% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 85,046 | 4,868 | 0.36% | 0.44% | 331 | -2,175 | -2.49% | Q4 2025 | Jan 28, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 84,912 | 4,860 | 0.75% | 0.94% | 332 | -17,211 | -16.85% | Q4 2025 | Jan 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 83,900 | 4,802 | 0.05% | 0.06% | 333 | -1,263 | -1.48% | Q4 2025 | Jan 20, 2026 |
| Aureum Wealth Management, LLC | History | New | 83,570 | 4,783 | 4.44% | — | 334 | +83,570 | New | Q4 2025 | Jan 28, 2026 |
| Atria Investments, Inc | History | Reduced | 83,286 | 4,767 | 0.05% | 0.07% | 335 | -26,112 | -23.87% | Q4 2025 | Feb 05, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 83,279 | 4,766 | 2.37% | 0.79% | 336 | +58,137 | 231.23% | Q4 2025 | Jan 26, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 83,078 | 4,755 | 1.45% | 2.3% | 337 | -48,388 | -36.81% | Q4 2025 | Feb 04, 2026 |
| Archer Investment Corp | History | Reduced | 82,971 | 4,749 | 1.07% | 1.43% | 338 | -28,146 | -25.33% | Q4 2025 | Jan 30, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 82,953 | 4,748 | 0.01% | 0.01% | 339 | +2,160 | 2.67% | Q4 2025 | Feb 10, 2026 |
| Claro Advisors Inc. | History | Reduced | 82,573 | 4,726 | 0.64% | 0.73% | 340 | -4,721 | -5.41% | Q4 2025 | Feb 17, 2026 |
| Madrona Financial Services, LLC | History | Added to | 82,493 | 4,721 | 1.01% | 1.02% | 341 | +1,375 | 1.7% | Q4 2025 | Jan 22, 2026 |
| KENNEDY INVESTMENT GROUP | History | Reduced | 81,971 | 4,691 | 1.77% | 2.56% | 342 | -30,993 | -27.44% | Q4 2025 | Feb 06, 2026 |
| MOR Wealth Management, LLC | History | New | 81,550 | 4,667 | 2.13% | — | 343 | +81,550 | New | Q4 2025 | Jan 15, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 81,433 | 4,661 | 2.9% | 2.88% | 344 | +293 | 0.36% | Q4 2025 | Jan 20, 2026 |
| Bauman Advisory Group, LLC | History | New | 80,815 | 4,625 | 3.73% | — | 345 | +80,815 | New | Q4 2025 | Feb 20, 2026 |
| Troutman Wealth Management, LLC | History | New | 80,744 | 4,621 | 3.82% | — | 346 | +80,744 | New | Q4 2025 | Feb 18, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 80,678 | 4,617 | 0.85% | 0.83% | 347 | +327 | 0.41% | Q4 2025 | Jan 27, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 80,549 | 4,610 | 0.26% | 0.28% | 348 | +1,821 | 2.31% | Q4 2025 | Feb 04, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 80,067 | 4,583 | 1.45% | 1.53% | 349 | -1,113 | -1.37% | Q4 2025 | Jan 26, 2026 |
| Modern Wealth Management, LLC | History | Added to | 80,031 | 4,580 | 0.08% | 0.08% | 350 | +10,689 | 15.41% | Q4 2025 | Feb 17, 2026 |
| Clark Wealth Partners | History | No change | 79,198 | 4,533 | 2.76% | 2.76% | 351 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Snider Financial Group | History | Added to | 78,386 | 4,486 | 1.2% | 1.11% | 352 | +6,973 | 9.76% | Q4 2025 | Jan 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 77,944 | 4,461 | 0.12% | 0.13% | 353 | -4,239 | -5.16% | Q4 2025 | Jan 23, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 77,928 | 4,460 | 0.29% | 0.24% | 354 | +18,152 | 30.37% | Q4 2025 | Apr 02, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 77,896 | 4,458 | 3.8% | 3.93% | 355 | +785 | 1.02% | Q4 2025 | Jan 21, 2026 |
| AlphaCore Capital LLC | History | Added to | 77,084 | 4,445 | 0.1% | 0.14% | 356 | +3,027 | 4.09% | Q4 2025 | Feb 05, 2026 |
| Base Wealth Management LLC | History | Added to | 77,644 | 4,444 | 2.39% | 2.27% | 357 | +7,965 | 11.43% | Q4 2025 | Jan 21, 2026 |
| RDA Financial Network | History | Reduced | 77,589 | 4,441 | 1.07% | 1.1% | 358 | -646 | -0.83% | Q4 2025 | Jan 06, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 77,203 | 4,423 | 0.47% | 0.44% | 359 | +5,936 | 8.33% | Q4 2025 | Feb 18, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 76,989 | 4,406 | 1.6% | 1.55% | 360 | +5,818 | 8.17% | Q4 2025 | Jan 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 76,870 | 4,400 | 0.1% | 0.12% | 361 | -4,821 | -5.9% | Q4 2025 | Feb 06, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 76,797 | 4,395 | 1.59% | 1.75% | 362 | -4,497 | -5.53% | Q4 2025 | Jan 28, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 76,652 | 4,387 | 2.48% | 2.47% | 363 | +1,609 | 2.14% | Q4 2025 | Jan 26, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 76,560 | 4,382 | 0.31% | 0.33% | 364 | -5,711 | -6.94% | Q4 2025 | Feb 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 76,349 | 4,370 | 0.97% | 1.03% | 365 | +2,358 | 3.19% | Q4 2025 | Jan 09, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 76,307 | 4,367 | 0.25% | 0.35% | 366 | -24,798 | -24.53% | Q4 2025 | Feb 10, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 76,195 | 4,361 | 0.97% | 1.45% | 367 | -22,225 | -22.58% | Q4 2025 | Feb 09, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 76,142 | 4,358 | 0.78% | 1.34% | 368 | -44,439 | -36.85% | Q4 2025 | Feb 06, 2026 |
| Ankerstar Wealth, LLC | History | New | 75,537 | 4,355 | 4.34% | — | 369 | +75,537 | New | Q4 2025 | Feb 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 75,471 | 4,345 | 0.49% | 0.58% | 370 | -13,263 | -14.95% | Q4 2025 | Jan 22, 2026 |
| Windsor Capital Management, LLC | History | Added to | 75,761 | 4,336 | 1.2% | 1.17% | 371 | +1,720 | 2.32% | Q4 2025 | Jan 15, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 75,341 | 4,312 | 2.39% | 1.94% | 372 | +19,149 | 34.08% | Q4 2025 | Feb 17, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 75,174 | 4,302 | 1.96% | 1.47% | 373 | +1,853 | 2.53% | Q4 2025 | Jan 23, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 74,910 | 4,287 | 1.97% | 4.87% | 374 | -108,196 | -59.09% | Q4 2025 | Jan 21, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 74,231 | 4,248 | 0.36% | 0.35% | 375 | +3,855 | 5.48% | Q4 2025 | Feb 06, 2026 |
| Focus Financial Network, Inc. | History | Added to | 72,955 | 4,207 | 0.15% | 0.14% | 376 | +6,285 | 9.43% | Q4 2025 | Jan 12, 2026 |
| Patten Group, Inc. | History | Added to | 73,055 | 4,181 | 0.77% | 0.65% | 377 | +14,793 | 25.39% | Q4 2025 | Jan 23, 2026 |
| Trajan Wealth LLC | History | Reduced | 73,005 | 4,178 | 0.17% | 0.19% | 378 | -3,122 | -4.1% | Q4 2025 | Feb 06, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 72,293 | 4,138 | 2.23% | 2.35% | 379 | -531 | -0.73% | Q4 2025 | Jan 27, 2026 |
| RFG Advisory, LLC | History | Reduced | 72,130 | 4,128 | 0.08% | 0.1% | 380 | -12,761 | -15.03% | Q4 2025 | Feb 03, 2026 |
| Integrated Financial Solutions, Inc. | History | Added to | 72,095 | 4,126 | 2.47% | 2.14% | 381 | +17,800 | 32.78% | Q4 2025 | Jan 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 71,808 | 4,110 | 0.0% | 0.0% | 382 | +1,021 | 1.44% | Q4 2025 | Feb 17, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Added to | 71,066 | 4,067 | 4.11% | 3.47% | 383 | +16,603 | 30.48% | Q4 2025 | Jan 07, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 70,914 | 4,059 | 0.09% | 0.13% | 384 | -27,081 | -27.64% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 70,600 | 4,041 | 0.01% | 0.0% | 385 | +43,200 | 157.66% | Q4 2025 | Feb 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 70,606 | 4,041 | 0.15% | 0.23% | 386 | -32,909 | -31.79% | Q4 2025 | Jan 21, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 70,154 | 4,015 | 0.29% | 0.3% | 387 | +8,610 | 13.99% | Q4 2025 | Feb 02, 2026 |
| Ducere Wealth Management LLC | History | New | 70,135 | 4,014 | 1.58% | — | 388 | +70,135 | New | Q4 2025 | Feb 17, 2026 |
| TrustBank | History | New | 69,668 | 3,987 | 1.66% | — | 389 | +69,668 | New | Q4 2025 | Feb 09, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 69,644 | 3,986 | 1.44% | 1.51% | 390 | -3,310 | -4.54% | Q4 2025 | Feb 09, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 69,202 | 3,961 | 2.4% | 2.48% | 391 | +1,291 | 1.9% | Q4 2025 | Jan 09, 2026 |
| Fairway Financial, LLC | History | Added to | 68,645 | 3,929 | 2.97% | 3.0% | 392 | +1,963 | 2.94% | Q4 2025 | Feb 04, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 68,520 | 3,922 | 0.85% | 0.9% | 393 | -696 | -1.01% | Q4 2025 | Feb 12, 2026 |
| Rockport Wealth LLC | History | Added to | 67,990 | 3,891 | 0.76% | 0.72% | 394 | +5,869 | 9.45% | Q4 2025 | Feb 06, 2026 |
| Inspire Advisors, LLC | History | Reduced | 67,938 | 3,888 | 0.36% | 0.39% | 395 | -4,210 | -5.84% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Reduced | 67,894 | 3,886 | 0.19% | 0.67% | 396 | -219,160 | -76.35% | Q4 2025 | Jan 27, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 67,904 | 3,886 | 0.23% | 0.29% | 397 | -47,149 | -40.98% | Q4 2025 | Jan 30, 2026 |
| NewEdge Wealth, LLC | History | Added to | 67,442 | 3,860 | 0.04% | 0.05% | 398 | +6,807 | 11.23% | Q4 2025 | Feb 03, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 67,353 | 3,855 | 0.7% | 0.68% | 399 | +852 | 1.28% | Q4 2025 | Jan 16, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 67,013 | 3,835 | 0.21% | 0.22% | 400 | -2,245 | -3.24% | Q4 2025 | Jan 13, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 66,966 | 3,833 | 1.86% | 2.19% | 401 | -1,498 | -2.19% | Q4 2025 | Jan 16, 2026 |
| MidWestOne Financial Group, Inc. | History | Reduced | 66,708 | 3,818 | 0.42% | 0.57% | 402 | -15,660 | -19.01% | Q4 2025 | Feb 12, 2026 |
| STAR Financial Bank | History | Reduced | 66,412 | 3,801 | 1.94% | 2.35% | 403 | -3,300 | -4.73% | Q4 2025 | Feb 13, 2026 |
| Security National Bank | History | Reduced | 66,176 | 3,787 | 0.54% | 0.61% | 404 | -3,059 | -4.42% | Q4 2025 | Feb 05, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 66,019 | 3,778 | 0.59% | 0.57% | 405 | -1,061 | -1.58% | Q4 2025 | Jan 21, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 65,996 | 3,777 | 0.77% | 0.83% | 406 | -114 | -0.17% | Q4 2025 | Jan 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 65,886 | 3,771 | 0.18% | 0.18% | 407 | +7,478 | 12.8% | Q4 2025 | Jan 12, 2026 |
| VICUS CAPITAL | History | Added to | 65,649 | 3,757 | 0.28% | 0.28% | 408 | +913 | 1.41% | Q4 2025 | Jan 22, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 65,557 | 3,752 | 0.17% | 0.18% | 409 | -2,934 | -4.28% | Q4 2025 | Feb 17, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 64,951 | 3,745 | 0.82% | 0.82% | 410 | -535 | -0.82% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 65,196 | 3,731 | 0.17% | 0.24% | 411 | +21,158 | 48.04% | Q4 2025 | Feb 17, 2026 |
| Whalen Wealth Management Inc. | History | New | 65,052 | 3,723 | 2.0% | — | 412 | +65,052 | New | Q4 2025 | Jan 20, 2026 |
| Procyon Advisors, LLC | History | Added to | 64,690 | 3,702 | 0.18% | 0.22% | 413 | +831 | 1.3% | Q4 2025 | Jan 07, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 64,536 | 3,694 | 0.6% | 0.63% | 414 | -1,718 | -2.59% | Q4 2025 | Jan 20, 2026 |
| Ignite Planners, LLC | History | Added to | 63,021 | 3,690 | 0.56% | 0.58% | 415 | +1,061 | 1.71% | Q4 2025 | Feb 06, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 64,326 | 3,682 | 1.15% | 1.13% | 416 | +5,194 | 8.78% | Q4 2025 | Jan 07, 2026 |
| J2 Capital Management Inc | History | Added to | 64,237 | 3,676 | 2.68% | 2.68% | 417 | +1,901 | 3.05% | Q4 2025 | Jan 20, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 63,686 | 3,645 | 0.22% | 0.23% | 418 | -725 | -1.13% | Q4 2025 | Jan 07, 2026 |
| M.E. ALLISON & CO., INC. | History | Reduced | 63,573 | 3,638 | 2.47% | 2.66% | 419 | -3,380 | -5.05% | Q4 2025 | Jan 12, 2026 |
| Register Financial Advisors LLC | History | Reduced | 63,424 | 3,630 | 1.41% | 1.44% | 420 | -506 | -0.79% | Q4 2025 | Jan 21, 2026 |
| American Trust | History | Added to | 63,308 | 3,623 | 0.3% | 0.3% | 421 | +1,205 | 1.94% | Q4 2025 | Feb 17, 2026 |
| Benchmark Financial, LLC | History | New | 63,230 | 3,619 | 3.61% | — | 422 | +63,230 | New | Q4 2025 | Jan 27, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 63,209 | 3,618 | 2.11% | 2.05% | 423 | +1,345 | 2.17% | Q4 2025 | Feb 03, 2026 |
| Vise Technologies, Inc. | History | Added to | 63,199 | 3,617 | 0.07% | 0.02% | 424 | +53,331 | 540.44% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 62,827 | 3,596 | 0.06% | 0.07% | 425 | +6,493 | 11.53% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 62,741 | 3,591 | 0.04% | 0.04% | 426 | +9,289 | 17.38% | Q4 2025 | Jan 26, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 61,634 | 3,590 | 0.17% | 0.17% | 427 | +8,857 | 16.78% | Q4 2025 | Feb 03, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 62,401 | 3,571 | 0.98% | 0.97% | 428 | +155 | 0.25% | Q4 2025 | Feb 04, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 62,355 | 3,569 | 0.5% | 0.62% | 429 | -6,306 | -9.18% | Q4 2025 | Jan 21, 2026 |
| StoneX Group Inc. | History | Reduced | 61,562 | 3,558 | 0.15% | 0.37% | 430 | -87,192 | -58.61% | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 61,822 | 3,538 | 0.07% | 0.07% | 431 | +4,852 | 8.52% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 61,689 | 3,531 | 0.01% | 0.01% | 432 | +10,962 | 21.61% | Q4 2025 | Feb 17, 2026 |
| WMS Group LLC | History | New | 61,564 | 3,523 | 4.48% | — | 433 | +61,564 | New | Q4 2025 | Mar 03, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 61,526 | 3,522 | 0.29% | 0.31% | 434 | -205 | -0.33% | Q4 2025 | Feb 11, 2026 |
| Grantvest Financial Group LLC | History | Added to | 61,405 | 3,514 | 2.25% | 1.68% | 435 | +18,680 | 43.72% | Q4 2025 | Feb 02, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 61,359 | 3,512 | 0.05% | 0.05% | 436 | -1,005 | -1.61% | Q4 2025 | Feb 12, 2026 |
| Heritage Trust Co | History | Reduced | 61,271 | 3,507 | 0.36% | 0.41% | 437 | -6,717 | -9.88% | Q4 2025 | Feb 10, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 61,118 | 3,498 | 0.88% | 0.88% | 438 | -5,858 | -8.75% | Q4 2025 | Feb 06, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 61,080 | 3,496 | 0.65% | 0.7% | 439 | -1,849 | -2.94% | Q4 2025 | Jan 30, 2026 |
| Sunpointe, LLC | History | Added to | 60,416 | 3,484 | 1.16% | 1.1% | 440 | +7,155 | 13.43% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | Added to | 60,385 | 3,456 | 0.26% | 0.26% | 441 | +1,948 | 3.33% | Q4 2025 | Jan 29, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 60,044 | 3,436 | 0.11% | 0.19% | 442 | -41,437 | -40.83% | Q4 2025 | Jan 06, 2026 |
| Centennial Advisors, LLC | History | New | 59,991 | 3,433 | 4.46% | — | 443 | +59,991 | New | Q4 2025 | Jan 22, 2026 |
| M Holdings Securities, Inc. | History | New | 59,894 | 3,428 | 0.25% | — | 444 | +59,894 | New | Q4 2025 | Feb 11, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 59,831 | 3,424 | 0.63% | 0.6% | 445 | +7,739 | 14.86% | Q4 2025 | Feb 06, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 59,715 | 3,418 | 2.83% | 2.77% | 446 | +2,035 | 3.53% | Q4 2025 | Feb 06, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 59,427 | 3,401 | 0.2% | 0.19% | 447 | +3,302 | 5.88% | Q4 2025 | Jan 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 59,027 | 3,377 | 0.01% | 0.01% | 448 | +4,184 | 7.63% | Q4 2025 | Feb 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 58,506 | 3,373 | 0.77% | 0.78% | 449 | +1,428 | 2.5% | Q4 2025 | Jan 28, 2026 |
| Haverford Trust Co | History | Added to | 58,826 | 3,367 | 0.03% | 0.03% | 450 | +2,218 | 3.92% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 58,737 | 3,362 | 0.2% | 0.12% | 451 | +27,980 | 90.97% | Q4 2025 | Feb 10, 2026 |
| Herold Advisors, Inc. | History | Added to | 58,432 | 3,344 | 0.75% | 0.72% | 452 | +4,372 | 8.09% | Q4 2025 | Feb 17, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 58,281 | 3,340 | 0.53% | 0.52% | 453 | +2,800 | 5.05% | Q4 2025 | Jan 08, 2026 |
| CAP Partners, LLC | History | Reduced | 58,269 | 3,335 | 1.89% | 1.92% | 454 | -1,108 | -1.87% | Q4 2025 | Feb 04, 2026 |
| Parallel Advisors, LLC | History | Added to | 58,183 | 3,330 | 0.06% | 0.05% | 455 | +12,526 | 27.44% | Q4 2025 | Feb 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 58,125 | 3,327 | 0.06% | 0.05% | 456 | +12,915 | 28.57% | Q4 2025 | Feb 10, 2026 |
| Dakota Wealth Management | History | Added to | 57,799 | 3,308 | 0.06% | 0.02% | 457 | +40,907 | 242.17% | Q4 2025 | Jan 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 57,735 | 3,305 | 0.03% | 0.09% | 458 | -134,830 | -70.02% | Q4 2025 | Jan 05, 2026 |
| Vienna Asset Management LLC | History | Reduced | 56,318 | 3,223 | 1.83% | 4.14% | 459 | -65,472 | -53.76% | Q4 2025 | Feb 13, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 56,263 | 3,220 | 0.58% | 0.71% | 460 | -9,480 | -14.42% | Q4 2025 | Feb 05, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 56,136 | 3,213 | 1.62% | 1.67% | 461 | +236 | 0.42% | Q4 2025 | Jan 21, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 56,098 | 3,211 | 1.83% | 1.99% | 462 | -2,557 | -4.36% | Q4 2025 | Jan 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 55,794 | 3,193 | 0.04% | 0.03% | 463 | +4,660 | 9.11% | Q4 2025 | Feb 06, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 55,445 | 3,173 | 3.25% | 3.07% | 464 | +6,105 | 12.37% | Q4 2025 | Jan 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 55,105 | 3,154 | 0.17% | 0.18% | 465 | +4,395 | 8.67% | Q4 2025 | Jan 26, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 54,956 | 3,145 | 0.84% | 0.95% | 466 | -4,934 | -8.24% | Q4 2025 | Feb 11, 2026 |
| Legacy Private Trust Co. | History | Reduced | 54,932 | 3,144 | 0.18% | 0.23% | 467 | -12,460 | -18.49% | Q4 2025 | Jan 08, 2026 |
| United Advisor Group, LLC | History | Reduced | 54,800 | 3,137 | 0.39% | 0.44% | 468 | -2,522 | -4.4% | Q4 2025 | Jan 26, 2026 |
| Greater Midwest Financial Group, LLC | History | Reduced | 54,804 | 3,136 | 1.75% | 3.69% | 469 | -45,414 | -45.32% | Q4 2025 | Feb 17, 2026 |
| Slagle Financial, LLC | History | Reduced | 54,456 | 3,117 | 1.09% | 1.17% | 470 | -1,374 | -2.46% | Q4 2025 | Jan 26, 2026 |
| Lewis Asset Management, LLC | History | Added to | 54,469 | 3,117 | 1.27% | 1.26% | 471 | +911 | 1.7% | Q4 2025 | Jan 15, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 54,340 | 3,110 | 0.36% | 0.36% | 472 | +1,659 | 3.15% | Q4 2025 | Jan 15, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | New | 53,549 | 3,065 | 0.66% | — | 473 | +53,549 | New | Q4 2025 | Feb 02, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 53,078 | 3,038 | 1.65% | 1.6% | 474 | +3,181 | 6.38% | Q4 2025 | Jan 28, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 52,853 | 3,025 | 1.64% | 1.71% | 475 | -458 | -0.86% | Q4 2025 | Feb 05, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 52,737 | 3,017 | 0.98% | 1.37% | 476 | +728 | 1.4% | Q4 2025 | Jan 23, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 52,574 | 3,009 | 0.16% | 0.16% | 477 | +3,506 | 7.15% | Q4 2025 | Feb 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 50,952 | 2,954 | 0.2% | 0.21% | 478 | +1,798 | 3.66% | Q4 2025 | Jan 15, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 50,822 | 2,909 | 0.32% | 0.32% | 479 | +2,923 | 6.1% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 50,786 | 2,907 | 0.14% | 0.14% | 480 | -395 | -0.77% | Q4 2025 | Jan 20, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 50,762 | 2,905 | 0.1% | 0.1% | 481 | +1,927 | 3.95% | Q4 2025 | Jan 14, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 50,631 | 2,898 | 0.88% | 0.96% | 482 | -4,664 | -8.43% | Q4 2025 | Feb 10, 2026 |
| FMA Wealth Management, LLC | History | Added to | 49,980 | 2,860 | 1.85% | 1.92% | 483 | +1,072 | 2.19% | Q4 2025 | Jan 13, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 49,917 | 2,857 | 1.03% | 1.34% | 485 | -13,537 | -21.33% | Q4 2025 | Jan 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 49,915 | 2,857 | 0.19% | 0.17% | 484 | +7,224 | 16.92% | Q4 2025 | Jan 08, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 49,478 | 2,832 | 1.2% | 0.53% | 486 | +37,162 | 301.74% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 49,446 | 2,830 | 0.0% | 0.0% | 487 | +4,119 | 9.09% | Q4 2025 | Feb 17, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 49,290 | 2,821 | 0.75% | 0.75% | 488 | +1,727 | 3.63% | Q4 2025 | Feb 09, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 49,064 | 2,808 | 0.59% | 0.62% | 489 | -10 | -0.02% | Q4 2025 | Feb 10, 2026 |
| 5T Wealth, LLC | History | Added to | 48,823 | 2,794 | 1.12% | 1.21% | 490 | +286 | 0.59% | Q4 2025 | Jan 27, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 48,794 | 2,792 | 0.67% | 0.66% | 491 | +1,876 | 4.0% | Q4 2025 | Feb 02, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 48,330 | 2,769 | 1.29% | 1.3% | 492 | +700 | 1.47% | Q4 2025 | Jan 22, 2026 |
| Weil Company, Inc. | History | Reduced | 48,188 | 2,758 | 0.63% | 0.75% | 493 | -6,736 | -12.26% | Q4 2025 | Jan 14, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 47,991 | 2,747 | 2.27% | 2.71% | 494 | -9,832 | -17.0% | Q4 2025 | Feb 13, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 47,917 | 2,742 | 0.01% | — | 495 | +47,917 | New | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 47,720 | 2,731 | 0.21% | 0.3% | 496 | -16,775 | -26.01% | Q4 2025 | Jan 07, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 47,554 | 2,722 | 1.66% | 2.29% | 498 | -13,946 | -22.68% | Q4 2025 | Jan 16, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 47,571 | 2,722 | 0.7% | 0.75% | 497 | -1,237 | -2.53% | Q4 2025 | Jan 07, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 47,527 | 2,720 | 0.88% | 0.87% | 499 | +3,065 | 6.89% | Q4 2025 | Feb 11, 2026 |
| CoreFirst Bank & Trust | History | Added to | 47,487 | 2,718 | 1.47% | 1.43% | 500 | +1,063 | 2.29% | Q4 2025 | Feb 11, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 47,015 | 2,691 | 0.63% | 0.65% | 501 | +609 | 1.31% | Q4 2025 | Jan 30, 2026 |
| GFS Advisors, LLC | History | New | 46,860 | 2,682 | 0.32% | — | 502 | +46,860 | New | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 46,571 | 2,664 | 0.02% | 0.06% | 503 | -105,745 | -69.42% | Q4 2025 | Jan 27, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 46,321 | 2,651 | 0.82% | 0.76% | 504 | +2,711 | 6.22% | Q4 2025 | Jan 20, 2026 |
| RAHLFS CAPITAL, LLC | History | Reduced | 46,197 | 2,644 | 2.05% | 2.16% | 505 | -1,553 | -3.25% | Q4 2025 | Feb 05, 2026 |
| Redmond Asset Management, LLC | History | Reduced | 46,189 | 2,643 | 0.67% | 0.66% | 506 | -1,139 | -2.41% | Q4 2025 | Feb 09, 2026 |
| Caprock Group, LLC | History | Added to | 45,736 | 2,637 | 0.06% | 0.06% | 507 | +311 | 0.68% | Q4 2025 | Jan 28, 2026 |
| Regal Investment Advisors LLC | History | Added to | 45,806 | 2,621 | 0.16% | 0.16% | 508 | +3,199 | 7.51% | Q4 2025 | Feb 17, 2026 |
| First PREMIER Bank | History | Reduced | 45,427 | 2,600 | 0.6% | 0.62% | 509 | -2,678 | -5.57% | Q4 2025 | Jan 23, 2026 |
| Stirlingshire Investments, Inc. | History | New | 44,928 | 2,590 | 2.3% | — | 511 | +44,928 | New | Q4 2025 | Feb 11, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 45,250 | 2,590 | 1.09% | 1.16% | 510 | -2,706 | -5.64% | Q4 2025 | Jan 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 44,872 | 2,587 | 0.06% | 0.07% | 512 | -3,444 | -7.13% | Q4 2025 | Jan 29, 2026 |
| LongView Wealth Management | History | Added to | 44,145 | 2,573 | 0.62% | 0.51% | 513 | +11,075 | 33.49% | Q4 2025 | Jan 13, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 44,887 | 2,569 | 0.08% | 0.09% | 514 | -462 | -1.02% | Q4 2025 | Jan 30, 2026 |
| True North Advisors, LLC | History | Reduced | 44,825 | 2,565 | 0.33% | 0.43% | 515 | -2,812 | -5.9% | Q4 2025 | Jan 22, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 44,770 | 2,563 | 0.72% | 0.72% | 516 | -100 | -0.22% | Q4 2025 | Feb 02, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 44,623 | 2,554 | 0.74% | 0.77% | 517 | -147 | -0.33% | Q4 2025 | Jan 08, 2026 |
| Sachetta, LLC | History | Added to | 44,457 | 2,545 | 1.39% | 0.89% | 518 | +2,513 | 5.99% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 44,448 | 2,544 | 1.19% | 1.07% | 519 | +3,608 | 8.83% | Q4 2025 | Jan 14, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 44,416 | 2,542 | 1.58% | 1.69% | 520 | +2,129 | 5.03% | Q4 2025 | Jan 29, 2026 |
| JSF Financial, LLC | History | Reduced | 44,260 | 2,533 | 0.53% | 0.69% | 521 | -10,271 | -18.84% | Q4 2025 | Feb 04, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 44,168 | 2,528 | 0.79% | 0.83% | 522 | -1,352 | -2.97% | Q4 2025 | Jan 27, 2026 |
| Oxinas Partners, LLC | History | Added to | 43,756 | 2,504 | 1.2% | 0.38% | 523 | +31,330 | 252.13% | Q4 2025 | Jan 26, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 43,735 | 2,503 | 1.61% | 2.54% | 524 | -23,934 | -35.37% | Q4 2025 | Feb 17, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 43,672 | 2,499 | 0.4% | 0.39% | 525 | +5,119 | 13.28% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 43,305 | 2,478 | 0.09% | 0.08% | 526 | +3,393 | 8.5% | Q4 2025 | Jan 13, 2026 |
| Ring Mountain Capital, LLC | History | Added to | 42,419 | 2,478 | 1.27% | 1.32% | 527 | +789 | 1.9% | Q4 2025 | Jan 27, 2026 |
| Arsenal Capital Advisors LLC | History | New | 42,895 | 2,473 | 1.75% | — | 528 | +42,895 | New | Q4 2025 | Feb 11, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 42,463 | 2,430 | 0.95% | 1.08% | 530 | -2,182 | -4.89% | Q4 2025 | Jan 28, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 42,463 | 2,430 | 0.74% | 0.78% | 529 | -92 | -0.22% | Q4 2025 | Jan 26, 2026 |
| Bell Bank | History | Added to | 42,447 | 2,429 | 0.1% | 0.1% | 531 | +3,835 | 9.93% | Q4 2025 | Jan 14, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 42,416 | 2,427 | 3.67% | 2.25% | 532 | +16,976 | 66.73% | Q4 2025 | Feb 09, 2026 |
| Sage Capital Management, LLC | History | Added to | 42,233 | 2,417 | 1.12% | 0.87% | 533 | +8,246 | 24.26% | Q4 2025 | Jan 15, 2026 |
| Integras Partners LLC | History | Added to | 42,162 | 2,413 | 1.95% | 1.92% | 534 | +522 | 1.25% | Q4 2025 | Jan 29, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 42,081 | 2,408 | 0.67% | 0.67% | 535 | +2,190 | 5.49% | Q4 2025 | Jan 26, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 41,080 | 2,377 | 0.9% | 0.39% | 536 | +33,355 | 431.78% | Q4 2025 | Feb 10, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 41,233 | 2,360 | 0.41% | 0.37% | 537 | +6,241 | 17.84% | Q4 2025 | Jan 07, 2026 |
| Invst, LLC | History | Added to | 41,068 | 2,350 | 0.26% | 0.26% | 538 | +909 | 2.26% | Q4 2025 | Feb 11, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 40,994 | 2,346 | 0.26% | 0.27% | 539 | -407 | -0.98% | Q4 2025 | Jan 20, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 40,962 | 2,344 | 0.74% | 0.67% | 540 | +1,908 | 4.89% | Q4 2025 | Feb 02, 2026 |
| BG Investment Services, LLC | History | Reduced | 40,949 | 2,343 | 2.09% | 3.88% | 541 | -27,938 | -40.56% | Q4 2025 | Feb 05, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 40,850 | 2,338 | 0.5% | 0.47% | 542 | +3,272 | 8.71% | Q4 2025 | Jan 16, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 40,082 | 2,294 | 0.15% | 0.15% | 543 | +1,049 | 2.69% | Q4 2025 | Jan 16, 2026 |
| Frontier Asset Management, LLC | History | Added to | 40,008 | 2,290 | 0.53% | 0.53% | 544 | +2,731 | 7.33% | Q4 2025 | Feb 04, 2026 |
| Anchor Capital Management Group Inc | History | No change | 40,000 | 2,284 | 1.16% | 1.16% | 545 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 39,836 | 2,280 | 0.17% | 0.17% | 546 | +91 | 0.23% | Q4 2025 | Feb 06, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Added to | 39,607 | 2,267 | 1.67% | 1.55% | 547 | +2,377 | 6.38% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Added to | 39,461 | 2,258 | 0.0% | 0.0% | 548 | +3,616 | 10.09% | Q4 2025 | Jan 30, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 39,421 | 2,256 | 0.01% | 0.06% | 549 | -125,943 | -76.16% | Q4 2025 | Jan 27, 2026 |
| SFE Investment Counsel | History | Reduced | 39,101 | 2,238 | 0.34% | 0.38% | 550 | -3,056 | -7.25% | Q4 2025 | Feb 05, 2026 |
| Cedarwood Wealth LLC | History | New | 38,079 | 2,231 | 2.49% | — | 551 | +38,079 | New | Q4 2025 | Mar 05, 2026 |
| Fullerton Advisors, LLC | History | New | 38,683 | 2,214 | 2.21% | — | 553 | +38,683 | New | Q4 2025 | Feb 02, 2026 |
| JT Stratford LLC | History | Reduced | 38,683 | 2,214 | 0.28% | 0.32% | 552 | -3,640 | -8.6% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 38,624 | 2,210 | 0.03% | 0.02% | 554 | +23,262 | 151.43% | Q4 2025 | Feb 06, 2026 |
| Crewe Advisors LLC | History | Added to | 38,406 | 2,198 | 0.19% | 0.16% | 555 | +9,514 | 32.93% | Q4 2025 | Jan 16, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 38,119 | 2,195 | 0.78% | 0.79% | 556 | -2,122 | -5.27% | Q4 2025 | Feb 12, 2026 |
| Note Advisors, LLC | History | Added to | 37,501 | 2,182 | 1.12% | 1.18% | 557 | +2,843 | 8.2% | Q4 2025 | Feb 18, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 38,048 | 2,177 | 13.33% | 5.02% | 558 | -2,769 | -6.78% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Added to | 37,930 | 2,171 | 0.04% | 0.04% | 559 | +1,545 | 4.25% | Q4 2025 | Feb 17, 2026 |
| TFR Capital, LLC. | History | Added to | 37,843 | 2,166 | 0.72% | 0.69% | 560 | +1,653 | 4.57% | Q4 2025 | Jan 27, 2026 |
| Caerus Investment Advisors, LLC | History | Reduced | 37,778 | 2,162 | 0.7% | 1.43% | 561 | -23,444 | -38.29% | Q4 2025 | Feb 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 37,456 | 2,159 | 0.13% | 0.13% | 562 | +1,038 | 2.85% | Q4 2025 | Feb 06, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 37,149 | 2,126 | 0.84% | 0.88% | 563 | +696 | 1.91% | Q4 2025 | Feb 11, 2026 |
| Newport Capital Group, LLC | History | Added to | 37,058 | 2,121 | 1.3% | 1.25% | 564 | +2,173 | 6.23% | Q4 2025 | Feb 13, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 37,025 | 2,119 | 0.04% | 0.23% | 565 | -137,277 | -78.76% | Q4 2025 | Feb 09, 2026 |
| OneAscent Family Office, LLC | History | Added to | 36,565 | 2,092 | 1.42% | 1.67% | 566 | +676 | 1.88% | Q4 2025 | Feb 11, 2026 |
| PMG Family Office LLC | History | Reduced | 36,271 | 2,091 | 2.42% | 2.38% | 567 | -1,030 | -2.76% | Q4 2025 | Jan 28, 2026 |
| Avestar Capital, LLC | History | Reduced | 36,042 | 2,078 | 0.13% | 0.16% | 568 | -7,641 | -17.49% | Q4 2025 | Feb 10, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 36,041 | 2,062 | 0.17% | 0.22% | 569 | -8,985 | -19.96% | Q4 2025 | Jan 26, 2026 |
| Ruggiero Investments, Inc. | History | New | 35,964 | 2,058 | 1.86% | — | 570 | +35,964 | New | Q4 2025 | Feb 12, 2026 |
| Boreal Capital Management LLC | History | Added to | 35,774 | 2,052 | 1.55% | 0.98% | 571 | +14,399 | 67.36% | Q4 2025 | Feb 17, 2026 |
| MLP3, LLC | History | New | 35,812 | 2,049 | 2.24% | — | 572 | +35,812 | New | Q4 2025 | Feb 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 35,462 | 2,045 | 0.05% | 0.11% | 573 | -25,595 | -41.92% | Q4 2025 | Feb 02, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 35,696 | 2,043 | 0.09% | 0.1% | 574 | -777 | -2.13% | Q4 2025 | Feb 10, 2026 |
| CROBAN | History | Reduced | 35,710 | 2,043 | 0.98% | 1.36% | 575 | -120 | -0.33% | Q4 2025 | Feb 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 35,526 | 2,033 | 0.04% | 0.03% | 576 | +4,874 | 15.9% | Q4 2025 | Feb 17, 2026 |
| Round Rock Advisors LLC | History | Added to | 35,447 | 2,028 | 0.31% | 0.31% | 577 | +854 | 2.47% | Q4 2025 | Apr 07, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 35,397 | 2,026 | 0.64% | 0.66% | 578 | +180 | 0.51% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | Added to | 35,359 | 2,023 | 0.02% | 0.01% | 579 | +16,728 | 89.79% | Q4 2025 | Jan 16, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 34,675 | 2,023 | 2.73% | 1.98% | 580 | +9,987 | 40.45% | Q4 2025 | Feb 10, 2026 |
| HERBST GROUP, LLC | History | Reduced | 35,251 | 2,017 | 1.19% | 2.88% | 582 | -45,974 | -56.6% | Q4 2025 | Jan 16, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 35,254 | 2,017 | 0.6% | 0.77% | 581 | -8,035 | -18.56% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 35,214 | 2,015 | 0.02% | 0.03% | 583 | -9,304 | -20.9% | Q4 2025 | Feb 13, 2026 |
| Worth Asset Management, LLC | History | Reduced | 35,172 | 2,013 | 0.85% | 0.95% | 584 | -1,799 | -4.87% | Q4 2025 | Jan 14, 2026 |
| Carr Financial Group Corp | History | Reduced | 34,881 | 1,996 | 0.53% | 0.68% | 585 | -8,185 | -19.01% | Q4 2025 | Jan 09, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 34,778 | 1,995 | 0.05% | 0.05% | 586 | -559 | -1.58% | Q4 2025 | Feb 17, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 34,785 | 1,991 | 0.49% | 0.54% | 587 | -180 | -0.51% | Q4 2025 | Feb 06, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 34,575 | 1,979 | 0.16% | 0.13% | 588 | +9,574 | 38.29% | Q4 2025 | Jan 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 34,350 | 1,966 | 0.16% | 0.2% | 589 | -5,527 | -13.86% | Q4 2025 | Jan 23, 2026 |
| J.Safra Asset Management Corp | History | Added to | 34,301 | 1,963 | 0.1% | 0.1% | 590 | +5,096 | 17.45% | Q4 2025 | Feb 11, 2026 |
| Helium Advisors LLC | History | Reduced | 33,947 | 1,943 | 1.97% | 2.07% | 591 | -9,455 | -21.78% | Q4 2025 | Feb 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 33,677 | 1,942 | 0.09% | 0.08% | 592 | +13,333 | 65.54% | Q4 2025 | Feb 12, 2026 |
| Red Mountain Financial, LLC | History | Added to | 33,749 | 1,931 | 1.9% | 1.85% | 593 | +1,812 | 5.67% | Q4 2025 | Jan 26, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 33,662 | 1,926 | 0.04% | — | 594 | +33,662 | New | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 33,307 | 1,906 | 0.99% | 0.21% | 595 | +23,463 | 238.35% | Q4 2025 | Feb 18, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 33,018 | 1,903 | 0.06% | 0.09% | 597 | -14,359 | -30.31% | Q4 2025 | Jan 20, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 33,094 | 1,903 | 0.36% | 0.37% | 598 | +1,776 | 5.67% | Q4 2025 | Feb 09, 2026 |
| PDS Planning, Inc | History | Added to | 33,254 | 1,903 | 0.13% | 0.13% | 596 | +434 | 1.32% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | Added to | 32,449 | 1,895 | 0.09% | 0.1% | 599 | +801 | 2.53% | Q4 2025 | Jan 21, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 32,768 | 1,875 | 0.07% | 0.06% | 600 | +4,032 | 14.03% | Q4 2025 | Feb 02, 2026 |
| BIP Wealth, LLC | History | New | 32,742 | 1,874 | 0.07% | — | 601 | +32,742 | New | Q4 2025 | Jan 21, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 32,702 | 1,871 | 0.4% | 0.7% | 602 | -3,528 | -9.74% | Q4 2025 | Feb 12, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 32,665 | 1,869 | 0.27% | — | 603 | +32,665 | New | Q4 2025 | Feb 13, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 32,620 | 1,867 | 0.78% | — | 604 | +32,620 | New | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | Reduced | 32,616 | 1,866 | 0.4% | 0.52% | 605 | -1,507 | -4.42% | Q4 2025 | Feb 12, 2026 |
| Acorns Advisers, LLC | History | Added to | 32,586 | 1,865 | 0.01% | 0.01% | 606 | +4,655 | 16.67% | Q4 2025 | Feb 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 32,580 | 1,864 | 0.15% | 0.17% | 607 | -4,331 | -11.73% | Q4 2025 | Jan 23, 2026 |
| Columbia Bank | History | Added to | 32,515 | 1,861 | 0.52% | 0.36% | 608 | +9,599 | 41.89% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 32,265 | 1,846 | 0.5% | 0.12% | 609 | +27,036 | 517.04% | Q4 2025 | Feb 09, 2026 |
| Somerset Trust Co | History | Added to | 32,211 | 1,843 | 0.56% | 0.57% | 610 | +67 | 0.21% | Q4 2025 | Jan 09, 2026 |
| Betterment LLC | History | Added to | 32,163 | 1,841 | 0.0% | 0.0% | 611 | +10,158 | 46.16% | Q4 2025 | Feb 12, 2026 |
| Pacific Park Financial, Inc. | History | New | 32,143 | 1,839 | 1.15% | — | 613 | +32,143 | New | Q4 2025 | Jan 30, 2026 |
| CPC Advisors, LLC | History | Reduced | 32,135 | 1,839 | 0.19% | 0.2% | 612 | -383 | -1.18% | Q4 2025 | Jan 28, 2026 |
| HB Wealth Management, LLC | History | Reduced | 32,091 | 1,836 | 0.01% | 0.02% | 614 | -18,528 | -36.6% | Q4 2025 | Jan 28, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 32,068 | 1,835 | 0.31% | 0.52% | 615 | -18,885 | -37.06% | Q4 2025 | Jan 26, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 32,041 | 1,834 | 0.11% | 0.29% | 616 | -38,433 | -54.54% | Q4 2025 | Feb 11, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 31,873 | 1,824 | 0.24% | 0.4% | 617 | -20,705 | -39.38% | Q4 2025 | Feb 13, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 31,606 | 1,809 | 0.57% | 0.58% | 619 | +173 | 0.55% | Q4 2025 | Jan 26, 2026 |
| Modus Advisors, LLC | History | Added to | 31,614 | 1,809 | 0.48% | 0.49% | 618 | +104 | 0.33% | Q4 2025 | Feb 11, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 31,514 | 1,803 | 0.76% | 0.78% | 620 | -335 | -1.05% | Q4 2025 | Feb 06, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 31,310 | 1,792 | 0.21% | 0.25% | 621 | -5,491 | -14.92% | Q4 2025 | Feb 10, 2026 |
| LJI Wealth Management, LLC | History | Added to | 31,266 | 1,789 | 0.27% | 0.22% | 622 | +9,023 | 40.57% | Q4 2025 | Feb 03, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 30,678 | 1,785 | 0.67% | 0.35% | 623 | +14,579 | 90.56% | Q4 2025 | Feb 05, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 30,994 | 1,774 | 0.65% | 1.93% | 624 | -75,818 | -70.98% | Q4 2025 | Feb 05, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 30,960 | 1,772 | 0.52% | 0.58% | 625 | -1,712 | -5.24% | Q4 2025 | Jan 21, 2026 |
| BKM Wealth Management, LLC | History | Added to | 30,510 | 1,746 | 0.64% | 0.62% | 626 | +1,029 | 3.49% | Q4 2025 | Jan 29, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 29,996 | 1,739 | 0.17% | 0.16% | 627 | +3,432 | 12.92% | Q4 2025 | Feb 17, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 30,355 | 1,737 | 0.21% | 0.22% | 628 | -1,016 | -3.24% | Q4 2025 | Jan 13, 2026 |
| Kelly Financial Services LLC | History | Added to | 30,225 | 1,730 | 0.43% | 0.38% | 629 | +4,708 | 18.45% | Q4 2025 | Jan 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 30,167 | 1,726 | 0.36% | 0.33% | 630 | +3,200 | 11.87% | Q4 2025 | Feb 09, 2026 |
| Grant Private Wealth Management Inc | History | Reduced | 30,121 | 1,724 | 1.04% | 1.13% | 631 | -2,103 | -6.53% | Q4 2025 | Jan 05, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 30,017 | 1,718 | 1.51% | — | 632 | +30,017 | New | Q4 2025 | Jan 07, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 29,885 | 1,710 | 0.84% | 0.86% | 633 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 29,735 | 1,702 | 0.38% | 1.47% | 634 | -81,644 | -73.3% | Q4 2025 | Feb 04, 2026 |
| Generation Capital Management LLC | History | Added to | 29,632 | 1,696 | 1.1% | 1.13% | 635 | +2,233 | 8.15% | Q4 2025 | Feb 13, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 29,161 | 1,669 | 0.3% | 0.31% | 636 | +74 | 0.25% | Q4 2025 | Jan 12, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 29,142 | 1,668 | 1.41% | 1.45% | 637 | +387 | 1.35% | Q4 2025 | Jan 09, 2026 |
| Edge Financial Advisors LLC | History | Added to | 29,109 | 1,666 | 0.7% | 0.32% | 638 | +16,502 | 130.9% | Q4 2025 | Jan 28, 2026 |
| ELCO Management Co., LLC | History | Reduced | 29,000 | 1,659 | 1.05% | 0.87% | 639 | -400 | -1.36% | Q4 2025 | Feb 04, 2026 |
| Nolet Wealth Management, LLC | History | New | 28,669 | 1,641 | 0.91% | — | 640 | +28,669 | New | Q4 2025 | Feb 27, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 28,649 | 1,639 | 1.07% | 1.11% | 641 | -718 | -2.44% | Q4 2025 | Jan 21, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 28,542 | 1,633 | 0.39% | 0.35% | 642 | +3,369 | 13.38% | Q4 2025 | Feb 06, 2026 |
| GC Wealth Management RIA, LLC | History | New | 28,152 | 1,611 | 0.06% | — | 643 | +28,152 | New | Q4 2025 | Jan 30, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 27,971 | 1,601 | 0.18% | 0.18% | 644 | +1,406 | 5.29% | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | Added to | 27,791 | 1,590 | 0.09% | 0.09% | 645 | +640 | 2.36% | Q4 2025 | Jan 27, 2026 |
| BlackRock, Inc. | History | Reduced | 27,711 | 1,586 | 0.0% | 0.0% | 646 | -3,256 | -10.51% | Q4 2025 | Feb 12, 2026 |
| IFG Advisory, LLC | History | New | 27,650 | 1,582 | 0.07% | — | 647 | +27,650 | New | Q4 2025 | Feb 10, 2026 |
| XML Financial, LLC | History | Added to | 27,360 | 1,566 | 0.13% | 0.1% | 648 | +5,215 | 23.55% | Q4 2025 | Feb 11, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 27,320 | 1,563 | 1.04% | 1.13% | 649 | -2,544 | -8.52% | Q4 2025 | Jan 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 27,182 | 1,555 | 0.03% | 0.0% | 650 | +24,858 | 1069.62% | Q4 2025 | Feb 05, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 26,937 | 1,541 | 0.08% | 0.04% | 651 | +12,790 | 90.41% | Q4 2025 | Jan 07, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 26,918 | 1,540 | 0.67% | 0.68% | 652 | +931 | 3.58% | Q4 2025 | Jan 29, 2026 |
| Strategic Wealth Advisors LLC | History | New | 26,891 | 1,539 | 1.32% | — | 653 | +26,891 | New | Q4 2025 | Feb 03, 2026 |
| DB&C Advisors, LLC | History | New | 26,704 | 1,528 | 1.92% | — | 654 | +26,704 | New | Q4 2025 | Feb 11, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 25,823 | 1,526 | 0.04% | 0.03% | 655 | +2,525 | 10.84% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 26,483 | 1,515 | 0.01% | 0.01% | 656 | -5,749 | -17.84% | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 26,208 | 1,500 | 0.14% | 0.23% | 657 | -5,666 | -17.78% | Q4 2025 | Jan 22, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 26,083 | 1,492 | 0.52% | 0.51% | 658 | +4,347 | 20.0% | Q4 2025 | Jan 27, 2026 |
| Prosperitas Financial LLC | History | Added to | 26,077 | 1,492 | 0.58% | 0.59% | 659 | +980 | 3.9% | Q4 2025 | Feb 04, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 26,019 | 1,489 | 0.05% | 0.05% | 660 | +1,052 | 4.21% | Q4 2025 | Feb 04, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 25,977 | 1,486 | 0.06% | 0.08% | 661 | +4,027 | 18.35% | Q4 2025 | Feb 04, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 25,797 | 1,476 | 0.18% | 0.16% | 662 | -854 | -3.2% | Q4 2025 | Feb 04, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 25,705 | 1,471 | 0.63% | 1.64% | 664 | -62,209 | -70.76% | Q4 2025 | Jan 30, 2026 |
| Aspen Investment Management Inc | History | New | 25,707 | 1,471 | 0.44% | — | 663 | +25,707 | New | Q4 2025 | Feb 06, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 25,560 | 1,463 | 0.02% | 0.02% | 665 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 25,429 | 1,455 | 0.02% | 0.02% | 666 | +3,430 | 15.59% | Q4 2025 | Feb 09, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 25,363 | 1,451 | 0.11% | 0.12% | 667 | -5,700 | -18.35% | Q4 2025 | Jan 23, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 25,326 | 1,449 | 0.11% | 0.13% | 668 | -5,147 | -16.89% | Q4 2025 | Jan 23, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 25,293 | 1,447 | 0.15% | 0.15% | 669 | +302 | 1.21% | Q4 2025 | Jan 27, 2026 |
| Frederick Financial Consultants, LLC | History | New | 25,024 | 1,432 | 0.78% | — | 670 | +25,024 | New | Q4 2025 | Feb 10, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 24,890 | 1,424 | 0.14% | 0.15% | 671 | -932 | -3.61% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 24,867 | 1,423 | 0.0% | 0.0% | 672 | -7,965 | -24.26% | Q4 2025 | Feb 13, 2026 |
| Andina Capital Management, LLC | History | Reduced | 24,817 | 1,420 | 0.86% | 0.85% | 673 | -1,565 | -5.93% | Q4 2025 | Feb 12, 2026 |
| TABLEAUX LLC | History | Reduced | 24,782 | 1,410 | 1.0% | 2.2% | 674 | -71,480 | -74.26% | Q4 2025 | Feb 17, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 24,624 | 1,409 | 0.18% | 0.19% | 675 | -59 | -0.24% | Q4 2025 | Feb 04, 2026 |
| Concord Wealth Partners | History | Added to | 24,523 | 1,403 | 0.18% | 0.19% | 676 | +345 | 1.43% | Q4 2025 | Jan 29, 2026 |
| PKS Advisory Services, LLC | History | Added to | 24,345 | 1,393 | 0.32% | 0.27% | 677 | +1,433 | 6.25% | Q4 2025 | Feb 02, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 24,184 | 1,384 | 1.01% | 1.13% | 678 | -1,195 | -4.71% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Added to | 23,990 | 1,373 | 0.04% | 0.01% | 679 | +15,588 | 185.53% | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | Reduced | 23,955 | 1,371 | 0.03% | 0.04% | 680 | -4,424 | -15.59% | Q4 2025 | Feb 04, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Reduced | 23,932 | 1,369 | 0.62% | 0.72% | 681 | -753 | -3.05% | Q4 2025 | Feb 10, 2026 |
| Teucrium Investment Advisors, LLC | History | New | 23,905 | 1,368 | 1.5% | — | 682 | +23,905 | New | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 23,885 | 1,367 | 0.02% | 0.03% | 683 | -1,164 | -4.65% | Q4 2025 | Jan 07, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Added to | 23,791 | 1,361 | 0.89% | 0.87% | 684 | +38 | 0.16% | Q4 2025 | Jan 22, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 23,645 | 1,353 | 0.87% | 0.88% | 685 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 23,583 | 1,349 | 0.46% | 0.23% | 686 | +13,327 | 129.94% | Q4 2025 | Feb 10, 2026 |
| Elevation Wealth Management LLC | History | New | 23,381 | 1,348 | 1.29% | — | 687 | +23,381 | New | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 23,299 | 1,343 | 0.02% | 0.03% | 688 | -16,452 | -41.39% | Q4 2025 | Jan 30, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 22,882 | 1,336 | 0.04% | 0.06% | 689 | -8,042 | -26.01% | Q4 2025 | Jan 23, 2026 |
| Kestra Investment Management, LLC | History | Added to | 23,339 | 1,335 | 0.03% | 0.03% | 690 | +1,915 | 8.94% | Q4 2025 | Feb 09, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 23,248 | 1,330 | 0.08% | 0.09% | 691 | -452 | -1.91% | Q4 2025 | Jan 15, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 23,198 | 1,327 | 0.26% | 0.3% | 692 | -2,327 | -9.12% | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 23,080 | 1,321 | 0.38% | 0.41% | 693 | -849 | -3.55% | Q4 2025 | Feb 05, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 23,027 | 1,318 | 0.64% | 0.66% | 694 | -465 | -1.98% | Q4 2025 | Feb 19, 2026 |
| LRI Investments, LLC | History | Reduced | 22,891 | 1,310 | 0.11% | 0.13% | 695 | -4,033 | -14.98% | Q4 2025 | Feb 04, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Reduced | 22,786 | 1,304 | 0.2% | 0.22% | 696 | -347 | -1.5% | Q4 2025 | Feb 06, 2026 |
| Falcon Wealth Planning | History | Added to | 22,617 | 1,294 | 0.11% | 0.09% | 697 | +5,339 | 30.9% | Q4 2025 | Feb 03, 2026 |
| NOVEM GROUP | History | Reduced | 22,600 | 1,293 | 0.15% | 0.17% | 698 | -2,349 | -9.42% | Q4 2025 | Jan 27, 2026 |
| PCM Encore, LLC | History | New | 22,475 | 1,286 | 0.27% | — | 700 | +22,475 | New | Q4 2025 | Feb 13, 2026 |
| L2 Asset Management, LLC | History | Added to | 22,476 | 1,286 | 0.17% | 0.07% | 699 | +13,843 | 160.35% | Q4 2025 | Feb 17, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 22,302 | 1,276 | 0.67% | 0.58% | 702 | +2,513 | 12.7% | Q4 2025 | Jan 23, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 22,297 | 1,276 | 0.4% | 0.46% | 701 | -1,950 | -8.04% | Q4 2025 | Feb 03, 2026 |
| RoundAngle Advisors LLC | History | Reduced | 22,191 | 1,270 | 0.92% | 0.99% | 703 | -288 | -1.28% | Q4 2025 | Jan 12, 2026 |
| Millennium Capital Advisors, LLC | History | Reduced | 22,181 | 1,269 | 0.75% | 0.76% | 704 | -5 | -0.02% | Q4 2025 | Feb 05, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 22,128 | 1,266 | 0.49% | 0.49% | 705 | +161 | 0.73% | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 22,062 | 1,262 | 0.0% | 0.0% | 706 | -1,335 | -5.71% | Q4 2025 | Feb 02, 2026 |
| Leelyn Smith, LLC | History | Added to | 22,040 | 1,261 | 0.18% | 0.19% | 707 | +384 | 1.77% | Q4 2025 | Jan 28, 2026 |
| Financial Partners Group, Inc | History | Reduced | 21,525 | 1,260 | 0.15% | 0.19% | 708 | -5,092 | -19.13% | Q4 2025 | Feb 03, 2026 |
| Bravias Capital Group, LLC | History | Added to | 22,011 | 1,259 | 0.76% | 0.52% | 709 | +8,404 | 61.76% | Q4 2025 | Jan 29, 2026 |
| Code Waechter LLC | History | Added to | 21,880 | 1,252 | 0.8% | 0.79% | 710 | +645 | 3.04% | Q4 2025 | Jan 26, 2026 |
| GWN SECURITIES INC. | History | Added to | 21,773 | 1,246 | 0.25% | 0.19% | 711 | +7,357 | 51.03% | Q4 2025 | Feb 11, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 21,676 | 1,240 | 0.89% | 0.92% | 712 | -157 | -0.72% | Q4 2025 | Feb 10, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 21,445 | 1,227 | 0.43% | 0.46% | 713 | +336 | 1.59% | Q4 2025 | Jan 13, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 21,415 | 1,225 | 0.17% | 0.19% | 714 | -1,405 | -6.16% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 21,287 | 1,218 | 0.0% | 0.0% | 715 | -1,736 | -7.54% | Q4 2025 | Feb 17, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 20,919 | 1,212 | 0.47% | 0.47% | 716 | -196 | -0.93% | Q4 2025 | Feb 13, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 21,169 | 1,211 | 0.33% | 0.34% | 717 | +379 | 1.82% | Q4 2025 | Jan 23, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 21,055 | 1,205 | 0.44% | 0.43% | 718 | +1,989 | 10.43% | Q4 2025 | Feb 11, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 20,941 | 1,198 | 0.69% | 0.99% | 719 | -6,212 | -22.88% | Q4 2025 | Feb 09, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 20,773 | 1,189 | 0.67% | 0.46% | 720 | +7,899 | 61.36% | Q4 2025 | Feb 03, 2026 |
| BTS Asset Management, Inc. | History | Reduced | 20,569 | 1,178 | 1.59% | 1.54% | 721 | -447 | -2.13% | Q4 2025 | Jan 26, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 20,413 | 1,168 | 0.82% | 0.84% | 722 | +877 | 4.49% | Q4 2025 | Jan 27, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 20,385 | 1,166 | 0.06% | 0.06% | 723 | +255 | 1.27% | Q4 2025 | Feb 02, 2026 |
| BESSEMER GROUP INC | History | No change | 20,292 | 1,162 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SNS Financial Group, LLC | History | Added to | 20,150 | 1,161 | 0.1% | 0.09% | 725 | +2,377 | 13.37% | Q4 2025 | Feb 02, 2026 |
| HOURGLASS CAPITAL, LLC | History | Reduced | 20,150 | 1,153 | 0.25% | 0.39% | 726 | -10,000 | -33.17% | Q4 2025 | Jan 14, 2026 |
| Yukon Wealth Management, Inc. | History | New | 19,520 | 1,143 | 0.66% | — | 727 | +19,520 | New | Q4 2025 | Feb 10, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 19,930 | 1,140 | 0.58% | 0.49% | 728 | +3,350 | 20.21% | Q4 2025 | Jan 21, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Added to | 19,811 | 1,134 | 0.83% | 0.78% | 729 | +2,410 | 13.85% | Q4 2025 | Feb 20, 2026 |
| Strategic Advisors LLC | History | Added to | 19,747 | 1,130 | 0.18% | 0.16% | 730 | +2,774 | 16.34% | Q4 2025 | Feb 10, 2026 |
| Maia Wealth LLC | History | Reduced | 19,079 | 1,125 | 0.19% | 0.21% | 731 | -2,681 | -12.32% | Q4 2025 | Feb 17, 2026 |
| Nordwand Advisors, LLC | History | No change | 19,565 | 1,119 | 0.2% | 0.18% | 732 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Reyes Financial Architecture, Inc. | History | Added to | 19,539 | 1,118 | 0.68% | 0.59% | 734 | +4,253 | 27.82% | Q4 2025 | Jan 26, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 19,543 | 1,118 | 0.16% | 0.18% | 733 | -790 | -3.89% | Q4 2025 | Feb 13, 2026 |
| FWG Holdings, LLC | History | No change | 19,602 | 1,115 | 0.42% | 0.48% | 735 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 19,476 | 1,114 | 0.28% | 0.35% | 736 | -4,087 | -17.34% | Q4 2025 | Jan 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 19,450 | 1,113 | 0.02% | 0.02% | 737 | +722 | 3.86% | Q4 2025 | Feb 09, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 19,434 | 1,112 | 0.19% | 0.07% | 738 | +12,621 | 185.25% | Q4 2025 | Jan 30, 2026 |
| Bellwether Advisors, LLC | History | No change | 19,393 | 1,110 | 0.18% | 0.18% | 739 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 19,305 | 1,104 | 0.08% | 0.22% | 740 | -34,216 | -63.93% | Q4 2025 | Jan 27, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 19,067 | 1,099 | 0.11% | 0.1% | 741 | -509 | -2.6% | Q4 2025 | Jan 20, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 19,082 | 1,092 | 0.15% | 0.15% | 742 | +2,662 | 16.21% | Q4 2025 | Jan 12, 2026 |
| Sun Financial Inc | History | New | 19,005 | 1,087 | 0.61% | — | 745 | +19,005 | New | Q4 2025 | Feb 02, 2026 |
| ERn Financial, LLC | History | Added to | 18,994 | 1,087 | 0.2% | 0.2% | 743 | +1,589 | 9.13% | Q4 2025 | Jan 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 18,997 | 1,087 | 0.1% | 0.1% | 744 | -474 | -2.43% | Q4 2025 | Feb 10, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 18,873 | 1,080 | 0.08% | 0.09% | 746 | -608 | -3.12% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 18,818 | 1,077 | 0.01% | 0.01% | 747 | -1,536 | -7.55% | Q4 2025 | Feb 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 18,787 | 1,075 | 0.01% | 0.01% | 748 | +6,257 | 49.94% | Q4 2025 | Feb 12, 2026 |
| Cascades Capital Asset Management, LLC | History | Reduced | 18,772 | 1,074 | 0.45% | 0.55% | 749 | -3,296 | -14.94% | Q4 2025 | Feb 04, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 18,447 | 1,069 | 0.02% | 0.02% | 750 | +1,500 | 8.85% | Q4 2025 | Jan 26, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 18,574 | 1,063 | 0.6% | 0.66% | 751 | -973 | -4.98% | Q4 2025 | Feb 10, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 18,382 | 1,060 | 0.19% | 0.18% | 752 | +1,308 | 7.66% | Q4 2025 | Feb 09, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 18,332 | 1,049 | 0.07% | 0.12% | 753 | -14,552 | -44.25% | Q4 2025 | Feb 05, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 18,305 | 1,047 | 0.73% | 0.92% | 755 | -3,179 | -14.8% | Q4 2025 | Jan 23, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 18,300 | 1,047 | 0.29% | 0.28% | 754 | +900 | 5.17% | Q4 2025 | Jan 23, 2026 |
| Intrua Financial, LLC | History | Reduced | 18,268 | 1,045 | 0.11% | 0.18% | 756 | -10,628 | -36.78% | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 18,222 | 1,043 | 0.07% | 0.09% | 757 | -3,637 | -16.64% | Q4 2025 | Feb 20, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 18,213 | 1,042 | 0.69% | 0.94% | 758 | -4,804 | -20.87% | Q4 2025 | Jan 07, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 17,956 | 1,027 | 0.08% | 0.1% | 759 | -3,745 | -17.26% | Q4 2025 | Jan 09, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 17,925 | 1,026 | 0.18% | 0.22% | 760 | -3,744 | -17.28% | Q4 2025 | Jan 23, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 17,503 | 1,025 | 0.16% | 0.21% | 762 | -4,772 | -21.42% | Q4 2025 | Feb 02, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 17,922 | 1,025 | 0.12% | 0.11% | 761 | +965 | 5.69% | Q4 2025 | Feb 06, 2026 |
| Marion Wealth Management | History | Reduced | 17,198 | 1,004 | 0.22% | 0.25% | 763 | -1,075 | -5.88% | Q4 2025 | Jan 26, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 17,549 | 1,004 | 0.43% | 0.44% | 764 | +126 | 0.72% | Q4 2025 | Feb 05, 2026 |
| Next Level Private LLC | History | Reduced | 17,492 | 1,001 | 0.26% | 1.07% | 765 | -47,278 | -72.99% | Q4 2025 | Jan 07, 2026 |
| NVWM, LLC | History | Added to | 17,418 | 997 | 0.22% | 0.22% | 766 | +627 | 3.73% | Q4 2025 | Jan 20, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 17,384 | 995 | 0.33% | — | 767 | +17,384 | New | Q4 2025 | Mar 27, 2026 |
| ProCore Advisors, LLC | History | New | 17,350 | 993 | 1.02% | — | 768 | +17,350 | New | Q4 2025 | Jan 21, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 17,250 | 987 | 0.54% | 0.34% | 769 | +6,751 | 64.3% | Q4 2025 | Jan 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 17,071 | 977 | 0.04% | 0.05% | 770 | -7,423 | -30.31% | Q4 2025 | Feb 17, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 17,064 | 976 | 0.14% | 0.16% | 771 | -1,891 | -9.98% | Q4 2025 | Jan 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 16,909 | 967 | 0.77% | — | 773 | +16,909 | New | Q4 2025 | Feb 11, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 16,780 | 967 | 0.53% | 0.3% | 772 | +4,374 | 35.26% | Q4 2025 | Feb 02, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 16,755 | 965 | 0.22% | 0.21% | 774 | +2,477 | 17.35% | Q4 2025 | Feb 04, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 16,535 | 964 | 0.49% | 0.6% | 775 | -2,212 | -11.8% | Q4 2025 | Jan 29, 2026 |
| Sovran Advisors, LLC | History | Reduced | 16,469 | 962 | 0.08% | 0.22% | 777 | -28,172 | -63.11% | Q4 2025 | Jan 20, 2026 |
| Auour Investments LLC | History | Added to | 16,808 | 962 | 0.31% | 0.23% | 776 | +4,165 | 32.94% | Q4 2025 | Jan 12, 2026 |
| Tactive Advisors, LLC | History | Added to | 16,788 | 960 | 0.28% | 0.27% | 778 | +116 | 0.7% | Q4 2025 | Jan 09, 2026 |
| Jupiter Wealth Management LLC | History | No change | 16,250 | 958 | 0.43% | 0.44% | 779 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| L & S Advisors Inc | History | Added to | 16,679 | 954 | 0.09% | 0.08% | 780 | +1,447 | 9.5% | Q4 2025 | Feb 05, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 16,605 | 950 | 0.33% | 0.13% | 781 | +10,935 | 192.86% | Q4 2025 | Feb 09, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 16,565 | 948 | 0.07% | 0.22% | 782 | -42,205 | -71.81% | Q4 2025 | Feb 17, 2026 |
| Cypress Capital Management LLC (WY) | History | Reduced | 16,260 | 937 | 0.87% | 1.27% | 783 | -7,803 | -32.43% | Q4 2025 | Feb 09, 2026 |
| Bay Rivers Group | History | Added to | 16,342 | 935 | 0.38% | 0.29% | 784 | +4,316 | 35.89% | Q4 2025 | Jan 07, 2026 |
| Pointe Capital Management LLC | History | Reduced | 16,290 | 932 | 0.46% | 0.48% | 785 | -1,050 | -6.06% | Q4 2025 | Feb 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 16,261 | 930 | 0.08% | 0.08% | 787 | -2,464 | -13.16% | Q4 2025 | Feb 17, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 16,260 | 930 | 0.68% | 0.75% | 788 | -1,999 | -10.95% | Q4 2025 | Feb 17, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 16,139 | 930 | 0.27% | 0.25% | 786 | +1,713 | 11.87% | Q4 2025 | Feb 11, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 16,240 | 929 | 0.74% | 1.58% | 790 | -16,145 | -49.85% | Q4 2025 | Jan 21, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 16,214 | 929 | 0.16% | 0.16% | 789 | -480 | -2.88% | Q4 2025 | Feb 13, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 16,206 | 927 | 0.59% | 0.44% | 791 | +4,152 | 34.44% | Q4 2025 | Feb 11, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 16,135 | 923 | 0.26% | 0.34% | 792 | -3,510 | -17.87% | Q4 2025 | Jan 27, 2026 |
| IAM Advisory, LLC | History | Added to | 16,132 | 923 | 0.21% | 0.2% | 793 | +227 | 1.43% | Q4 2025 | Jan 07, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 16,060 | 919 | 0.11% | 0.24% | 794 | -20,099 | -55.59% | Q4 2025 | Jan 27, 2026 |
| Skyline Advisors, Inc. | History | Added to | 16,064 | 919 | 0.31% | 0.29% | 795 | +1,351 | 9.18% | Q4 2025 | Jan 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 15,991 | 915 | 0.03% | 0.03% | 796 | +4,083 | 34.29% | Q4 2025 | Jan 20, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 15,976 | 914 | 0.39% | 0.44% | 797 | -220 | -1.36% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 15,902 | 910 | 0.5% | — | 799 | +15,902 | New | Q4 2025 | Feb 17, 2026 |
| MRA Advisory Group | History | Added to | 15,906 | 910 | 0.38% | 0.35% | 798 | +1,954 | 14.01% | Q4 2025 | Jan 16, 2026 |
| CGN Advisors LLC | History | Added to | 15,533 | 889 | 0.07% | 0.07% | 800 | +305 | 2.0% | Q4 2025 | Jan 05, 2026 |
| PINCUS CAPITAL MANAGEMENT, LP | History | New | 15,500 | 887 | 0.59% | — | 801 | +15,500 | New | Q4 2025 | Feb 10, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 15,494 | 886 | 0.35% | 0.4% | 802 | -1,391 | -8.24% | Q4 2025 | Feb 13, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 15,486 | 886 | 0.49% | 0.5% | 803 | +480 | 3.2% | Q4 2025 | Jan 30, 2026 |
| FineMark National Bank & Trust | History | Added to | 15,477 | 885 | 0.03% | 0.02% | 804 | +4,877 | 46.01% | Q4 2025 | Feb 12, 2026 |
| Menard Financial Group LLC | History | Reduced | 15,409 | 882 | 0.61% | 0.61% | 805 | -483 | -3.04% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Group, LLC | History | Added to | 15,407 | 881 | 0.07% | 0.07% | 806 | +1,439 | 10.3% | Q4 2025 | Feb 12, 2026 |
| INDEPENDENT INVESTORS INC | History | No change | 15,211 | 870 | 0.16% | 0.17% | 807 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 15,147 | 867 | 0.17% | 0.18% | 808 | -929 | -5.78% | Q4 2025 | Jan 09, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 15,072 | 862 | 0.05% | 0.04% | 809 | +4,374 | 40.89% | Q4 2025 | Jan 20, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 15,027 | 860 | 0.33% | 0.33% | 810 | -100 | -0.66% | Q4 2025 | Feb 10, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 14,880 | 851 | 0.55% | — | 811 | +14,880 | New | Q4 2025 | Apr 02, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 14,798 | 849 | 0.08% | 0.03% | 812 | +9,184 | 163.59% | Q4 2025 | Feb 11, 2026 |
| Athena Wealth Management, LLC | History | New | 14,832 | 848 | 0.82% | — | 813 | +14,832 | New | Q4 2025 | Apr 17, 2026 |
| Apollon Financial, LLC | History | Added to | 14,797 | 846 | 0.12% | 0.1% | 814 | +3,992 | 36.95% | Q4 2025 | Jan 22, 2026 |
| American Capital Advisory, LLC | History | Reduced | 14,613 | 836 | 0.36% | 0.4% | 815 | -341 | -2.28% | Q4 2025 | Jan 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 14,579 | 834 | 0.02% | — | 816 | +14,579 | New | Q4 2025 | Jan 23, 2026 |
| Fidelis Wealth Advisors LLC | History | New | 14,496 | 829 | 1.2% | — | 817 | +14,496 | New | Q4 2025 | Feb 13, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 14,404 | 824 | 0.07% | 0.08% | 818 | -2,358 | -14.07% | Q4 2025 | Feb 09, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 14,402 | 824 | 0.23% | 0.22% | 819 | +937 | 6.96% | Q4 2025 | Jan 14, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 14,306 | 818 | 0.03% | 0.04% | 820 | -3,088 | -17.75% | Q4 2025 | Jan 06, 2026 |
| Tranquility Partners, LLC | History | Reduced | 14,289 | 817 | 0.29% | 0.29% | 821 | -749 | -4.98% | Q4 2025 | Feb 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 14,232 | 814 | 0.11% | — | 823 | +14,232 | New | Q4 2025 | Feb 09, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 14,225 | 814 | 0.04% | 0.04% | 822 | -308 | -2.12% | Q4 2025 | Feb 17, 2026 |
| Legacy Bridge, LLC | History | Added to | 14,197 | 812 | 0.33% | 0.33% | 824 | +300 | 2.16% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 14,166 | 811 | 0.09% | 0.09% | 825 | +295 | 2.13% | Q4 2025 | Jan 21, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 13,668 | 798 | 0.05% | 0.05% | 826 | -1,618 | -10.58% | Q4 2025 | Jan 26, 2026 |
| Resolute Wealth Strategies, LLC | History | Reduced | 13,928 | 797 | 0.35% | 0.37% | 827 | -259 | -1.83% | Q4 2025 | Feb 06, 2026 |
| Wealth Watch Advisors, INC | History | New | 13,854 | 793 | 0.29% | — | 828 | +13,854 | New | Q4 2025 | Feb 17, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 13,821 | 791 | 0.34% | 0.34% | 829 | +693 | 5.28% | Q4 2025 | Jan 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 13,756 | 787 | 0.02% | 0.03% | 830 | -1,456 | -9.57% | Q4 2025 | Feb 19, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 13,741 | 786 | 0.67% | 0.65% | 831 | +1,106 | 8.75% | Q4 2025 | Jan 26, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 13,691 | 783 | 0.77% | — | 832 | +13,691 | New | Q4 2025 | Jan 26, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 13,678 | 782 | 0.09% | 0.05% | 833 | +5,603 | 69.39% | Q4 2025 | Feb 10, 2026 |
| Platform Technology Partners | History | Added to | 13,620 | 779 | 0.17% | 0.14% | 834 | +3,169 | 30.32% | Q4 2025 | Feb 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 13,625 | 779 | 0.21% | 0.22% | 835 | +946 | 7.46% | Q4 2025 | Feb 10, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 13,580 | 777 | 0.64% | 0.65% | 836 | +38 | 0.28% | Q4 2025 | Feb 03, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 13,530 | 774 | 0.05% | 0.05% | 837 | +246 | 1.85% | Q4 2025 | Feb 13, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 13,471 | 771 | 0.28% | 1.16% | 838 | -42,046 | -75.74% | Q4 2025 | Jan 26, 2026 |
| Maridea Wealth Management LLC | History | Added to | 13,431 | 768 | 0.12% | 0.03% | 839 | +9,544 | 245.54% | Q4 2025 | Jan 08, 2026 |
| Blue Chip Partners, LLC | History | Reduced | 13,313 | 762 | 0.06% | 0.08% | 840 | -6,434 | -32.58% | Q4 2025 | Feb 18, 2026 |
| Leo Wealth, LLC | History | New | 13,233 | 757 | 0.05% | — | 841 | +13,233 | New | Q4 2025 | Jan 21, 2026 |
| Encompass More Asset Management | History | Added to | 13,228 | 757 | 0.14% | 0.05% | 842 | +8,977 | 211.17% | Q4 2025 | Feb 03, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 13,211 | 756 | 0.76% | 1.79% | 843 | -18,708 | -58.61% | Q4 2025 | Jan 26, 2026 |
| Tandem Financial, LLC | History | Reduced | 13,064 | 756 | 0.91% | 0.34% | 845 | -2,724 | -17.25% | Q4 2025 | Feb 10, 2026 |
| Rockingstone Advisors LLC | History | Added to | 13,215 | 756 | 0.34% | 0.37% | 844 | +100 | 0.76% | Q4 2025 | Jan 28, 2026 |
| XY Planning Network, Inc. | History | New | 13,118 | 750 | 0.13% | — | 846 | +13,118 | New | Q4 2025 | Jan 26, 2026 |
| CRA Financial Services, LLC | History | Added to | 13,099 | 749 | 0.1% | 0.07% | 847 | +4,695 | 55.87% | Q4 2025 | Jan 16, 2026 |
| TopTier Wealth Management, LLC | History | New | 12,950 | 741 | 0.5% | — | 848 | +12,950 | New | Q4 2025 | Feb 12, 2026 |
| Wellington Shields Capital Management, LLC | History | Added to | 12,930 | 740 | 0.11% | 0.11% | 849 | +2 | 0.02% | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Management | History | New | 12,912 | 739 | 0.83% | — | 850 | +12,912 | New | Q4 2025 | Mar 03, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 12,604 | 738 | 0.12% | 0.13% | 851 | -163 | -1.28% | Q4 2025 | Feb 06, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 12,874 | 736 | 0.12% | 0.13% | 852 | -312 | -2.37% | Q4 2025 | Feb 06, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 12,831 | 734 | 0.02% | 0.01% | 853 | +7,165 | 126.46% | Q4 2025 | Feb 05, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 12,834 | 734 | 0.01% | 0.01% | 854 | -1,500 | -10.46% | Q4 2025 | Feb 17, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 12,820 | 734 | 0.17% | 0.14% | 855 | +1,002 | 8.48% | Q4 2025 | Jan 14, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 12,747 | 729 | 0.13% | 0.01% | 856 | +552 | 4.53% | Q4 2025 | Mar 04, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Reduced | 12,667 | 725 | 0.41% | 0.51% | 857 | -1,845 | -12.71% | Q4 2025 | Jan 16, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 12,609 | 721 | 0.33% | 0.31% | 858 | +221 | 1.78% | Q4 2025 | Jan 07, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 12,591 | 720 | 0.07% | 0.06% | 859 | +3,400 | 36.99% | Q4 2025 | Feb 06, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 12,546 | 718 | 0.47% | 0.39% | 862 | +2,610 | 26.27% | Q4 2025 | Feb 13, 2026 |
| WESBANCO BANK INC | History | Added to | 12,544 | 718 | 0.02% | 0.02% | 861 | +689 | 5.81% | Q4 2025 | Feb 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 12,550 | 718 | 0.03% | 0.03% | 860 | +550 | 4.58% | Q4 2025 | Feb 11, 2026 |
| NBT BANK N A /NY | History | Added to | 10,280 | 715 | 0.05% | 0.03% | 863 | +2,595 | 33.77% | Q4 2025 | Jan 23, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 12,478 | 714 | 0.2% | 0.44% | 864 | -13,924 | -52.74% | Q4 2025 | Jan 26, 2026 |
| Park Place Capital Corp | History | Added to | 12,331 | 705 | 0.15% | 0.08% | 865 | +5,747 | 87.29% | Q4 2025 | Jan 09, 2026 |
| Pegasus Asset Management, Inc. | History | Added to | 12,310 | 704 | 0.22% | 0.2% | 867 | +1,138 | 10.19% | Q4 2025 | Feb 02, 2026 |
| WEST BANCORPORATION INC | History | Reduced | 12,300 | 704 | 0.37% | 0.4% | 866 | -350 | -2.77% | Q4 2025 | Jan 29, 2026 |
| Cypress Wealth Services, LLC | History | New | 12,267 | 702 | 0.1% | — | 868 | +12,267 | New | Q4 2025 | Jan 14, 2026 |
| New Insight Wealth Advisors | History | Added to | 12,252 | 701 | 0.25% | 0.13% | 870 | +6,250 | 104.13% | Q4 2025 | Feb 17, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 12,252 | 701 | 0.13% | 0.15% | 869 | -605 | -4.71% | Q4 2025 | Feb 10, 2026 |
| Guided Capital Wealth Management, LLC | History | New | 11,986 | 686 | 0.48% | — | 871 | +11,986 | New | Q4 2025 | Jan 15, 2026 |
| Balboa Wealth Partners | History | Reduced | 11,958 | 684 | 0.11% | 0.13% | 872 | -1,436 | -10.72% | Q4 2025 | Jan 16, 2026 |
| Grandview Asset Management LLC | History | Reduced | 11,816 | 676 | 0.19% | 0.2% | 873 | -507 | -4.11% | Q4 2025 | Jan 26, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | New | 11,783 | 674 | 0.15% | — | 874 | +11,783 | New | Q4 2025 | Feb 03, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 11,767 | 673 | 0.1% | 0.09% | 875 | +1,571 | 15.41% | Q4 2025 | Feb 03, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 11,703 | 669 | 0.11% | 0.16% | 876 | -4,210 | -26.46% | Q4 2025 | Jan 22, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 11,501 | 659 | 0.03% | 0.03% | 877 | +1,228 | 11.95% | Q4 2025 | Feb 13, 2026 |
| Latitude Advisors, LLC | History | Reduced | 11,494 | 657 | 0.29% | 0.32% | 878 | -697 | -5.72% | Q4 2025 | Jan 27, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 11,476 | 656 | 0.3% | — | 879 | +11,476 | New | Q4 2025 | Feb 17, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 11,344 | 649 | 0.09% | 0.1% | 880 | -1,088 | -8.75% | Q4 2025 | Jan 14, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 11,287 | 646 | 0.16% | 0.14% | 881 | +1,394 | 14.09% | Q4 2025 | Feb 09, 2026 |
| Colonial Trust Co / SC | History | No change | 11,294 | 646 | 0.09% | 0.09% | 882 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Darden Wealth Group Inc | History | Added to | 11,225 | 642 | 0.31% | 0.33% | 883 | +275 | 2.51% | Q4 2025 | Feb 09, 2026 |
| Trust Co | History | Added to | 11,117 | 636 | 0.06% | 0.06% | 885 | +1,058 | 10.52% | Q4 2025 | Jan 15, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 11,122 | 636 | 0.07% | 0.07% | 884 | +200 | 1.83% | Q4 2025 | Jan 26, 2026 |
| Activest Wealth Management | History | Added to | 11,083 | 634 | 0.12% | 0.13% | 886 | +55 | 0.5% | Q4 2025 | Jan 30, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 11,003 | 629 | 0.02% | 0.01% | 887 | +3,245 | 41.83% | Q4 2025 | Jan 05, 2026 |
| Harvest Investment Services, LLC | History | Added to | 10,986 | 628 | 0.12% | 0.11% | 888 | +1,346 | 13.96% | Q4 2025 | Feb 17, 2026 |
| Fortune Financial Group, Inc. | History | New | 10,788 | 625 | 0.61% | — | 889 | +10,788 | New | Q4 2025 | Feb 11, 2026 |
| Plan Group Financial, LLC | History | Added to | 10,851 | 621 | 0.16% | 0.11% | 890 | +3,901 | 56.13% | Q4 2025 | Feb 03, 2026 |
| Formidable Asset Management, LLC | History | Added to | 10,825 | 618 | 0.09% | 0.09% | 891 | +892 | 8.98% | Q4 2025 | Jan 16, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 10,715 | 613 | 0.06% | 0.14% | 892 | -7,942 | -42.57% | Q4 2025 | Jan 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 10,612 | 607 | 0.01% | 0.01% | 893 | +1,309 | 14.07% | Q4 2025 | Feb 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 10,599 | 606 | 0.02% | 0.02% | 894 | -224 | -2.07% | Q4 2025 | Feb 13, 2026 |
| Hixon Zuercher, LLC | History | Reduced | 10,570 | 605 | 0.18% | 0.2% | 895 | -966 | -8.37% | Q4 2025 | Jan 26, 2026 |
| Stenger Family Office, LLC | History | New | 10,558 | 604 | 0.12% | — | 896 | +10,558 | New | Q4 2025 | Mar 04, 2026 |
| PVG ASSET MANAGEMENT CORP | History | Added to | 10,538 | 603 | 1.28% | 2.16% | 897 | +245 | 2.38% | Q4 2025 | Jan 30, 2026 |
| Delta Investment Management, LLC | History | Reduced | 10,420 | 596 | 0.1% | 0.13% | 899 | -1,879 | -15.28% | Q4 2025 | Jan 30, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 10,421 | 596 | 0.01% | 0.01% | 898 | +837 | 8.73% | Q4 2025 | Feb 13, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 10,401 | 595 | 0.36% | 0.37% | 900 | -542 | -4.95% | Q4 2025 | Jan 29, 2026 |
| BCS Wealth Management | History | Added to | 10,336 | 591 | 0.06% | 0.06% | 901 | +5,593 | 117.92% | Q4 2025 | Jan 26, 2026 |
| Aurdan Capital Management, LLC | History | No change | 10,263 | 587 | 0.18% | 0.19% | 902 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Tradewinds, LLC. | History | Added to | 10,245 | 586 | 0.14% | 0.14% | 903 | +31 | 0.3% | Q4 2025 | Feb 13, 2026 |
| American Money Management, LLC | History | Added to | 10,221 | 585 | 0.09% | 0.09% | 904 | +368 | 3.73% | Q4 2025 | Feb 10, 2026 |
| SANDERS MORRIS HARRIS LLC | History | Reduced | 10,072 | 584 | 0.9% | 0.1% | 905 | -3,622 | -26.45% | Q4 2025 | Jan 08, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 10,191 | 583 | 0.13% | 0.13% | 906 | -289 | -2.76% | Q4 2025 | Feb 04, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 10,177 | 582 | 0.1% | — | 907 | +10,177 | New | Q4 2025 | Feb 18, 2026 |
| Monument Capital Management | History | Reduced | 10,109 | 578 | 0.14% | 0.2% | 908 | -3,664 | -26.6% | Q4 2025 | Jan 26, 2026 |
| Sterling Manor Financial, LLC | History | Added to | 10,068 | 576 | 0.36% | 0.3% | 909 | +1,597 | 18.85% | Q4 2025 | Jan 07, 2026 |
| Fortis Advisors, LLC | History | Added to | 10,027 | 573 | 0.31% | 0.32% | 910 | +188 | 1.91% | Q4 2025 | Feb 10, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Reduced | 9,941 | 569 | 0.24% | 0.32% | 912 | -3,122 | -23.9% | Q4 2025 | Jan 15, 2026 |
| Mattern Wealth Management LLC | History | Added to | 9,954 | 569 | 0.11% | 0.11% | 911 | +250 | 2.58% | Q4 2025 | Jan 16, 2026 |
| LVZ, Inc. | History | Added to | 9,910 | 567 | 0.06% | 0.05% | 913 | +1,503 | 17.88% | Q4 2025 | Feb 10, 2026 |
| Realta Investment Advisors | History | Added to | 9,820 | 562 | 0.18% | 0.16% | 914 | +1,479 | 17.73% | Q4 2025 | Jan 20, 2026 |
| FMR LLC | History | Added to | 9,810 | 561 | 0.0% | 0.0% | 915 | +9,107 | 1295.45% | Q4 2025 | Feb 17, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 9,786 | 560 | 0.24% | 0.25% | 916 | +119 | 1.23% | Q4 2025 | Feb 05, 2026 |
| Jefferies Financial Group Inc. | History | New | 9,774 | 559 | 0.0% | — | 917 | +9,774 | New | Q4 2025 | Feb 09, 2026 |
| Detalus Advisors, LLC | History | Reduced | 9,758 | 558 | 0.14% | 0.17% | 918 | -1,443 | -12.88% | Q4 2025 | Feb 03, 2026 |
| Clearwave Capital, LLC | History | New | 9,745 | 557 | 0.41% | — | 919 | +9,745 | New | Q4 2025 | Mar 02, 2026 |
| Fisher Asset Management, LLC | History | New | 9,663 | 553 | 0.0% | — | 920 | +9,663 | New | Q4 2025 | Feb 09, 2026 |
| Rothschild Wealth LLC | History | Added to | 9,632 | 551 | 0.05% | 0.09% | 921 | +2,585 | 36.68% | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | Added to | 9,601 | 549 | 0.1% | 0.1% | 922 | +113 | 1.19% | Q4 2025 | Feb 09, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 9,567 | 547 | 0.61% | — | 923 | +9,567 | New | Q4 2025 | Feb 05, 2026 |
| KFA Private Wealth Group, LLC | History | Reduced | 9,515 | 544 | 0.13% | 0.19% | 924 | -1,925 | -16.83% | Q4 2025 | Jan 07, 2026 |
| KKM Financial LLC | History | Reduced | 9,462 | 541 | 0.1% | 0.19% | 925 | -1,080 | -10.24% | Q4 2025 | Feb 18, 2026 |
| One Capital Management, LLC | History | Reduced | 9,443 | 540 | 0.02% | 0.02% | 926 | -871 | -8.44% | Q4 2025 | Feb 10, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 9,410 | 538 | 0.08% | 0.08% | 927 | +519 | 5.84% | Q4 2025 | Jan 13, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 9,385 | 537 | 0.25% | 0.24% | 928 | +274 | 3.01% | Q4 2025 | Feb 09, 2026 |
| Quartz Partners, LLC | History | Reduced | 9,367 | 536 | 0.2% | 0.21% | 929 | -618 | -6.19% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 9,299 | 532 | 0.03% | 0.03% | 930 | +600 | 6.9% | Q4 2025 | Jan 22, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 9,250 | 529 | 0.03% | 0.04% | 931 | -5,772 | -38.42% | Q4 2025 | Feb 04, 2026 |
| Sherman Wealth Management LLC | History | New | 9,165 | 524 | 0.46% | — | 932 | +9,165 | New | Q4 2025 | Jan 15, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 9,198 | 523 | 0.24% | 0.17% | 933 | +3,302 | 56.0% | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | New | 9,077 | 519 | 0.06% | — | 935 | +9,077 | New | Q4 2025 | Feb 13, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 8,943 | 519 | 0.11% | 0.16% | 934 | -3,510 | -28.19% | Q4 2025 | Feb 05, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 8,991 | 518 | 0.09% | 0.09% | 936 | +122 | 1.38% | Q4 2025 | Jan 12, 2026 |
| JM2 Capital Inc. | History | New | 9,036 | 517 | 0.42% | — | 937 | +9,036 | New | Q4 2025 | Jan 23, 2026 |
| HM PAYSON & CO | History | Added to | 8,950 | 512 | 0.01% | 0.0% | 938 | +3,525 | 64.98% | Q4 2025 | Feb 12, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 8,902 | 509 | 0.34% | 0.34% | 939 | +202 | 2.32% | Q4 2025 | Feb 11, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 8,846 | 506 | 0.17% | 0.17% | 940 | -133 | -1.48% | Q4 2025 | Jan 22, 2026 |
| Crumly & Associates Inc. | History | Reduced | 8,837 | 505 | 0.11% | 0.11% | 941 | -5 | -0.06% | Q4 2025 | Jan 14, 2026 |
| Matisse Capital | History | Added to | 8,765 | 501 | 0.22% | 0.22% | 942 | +60 | 0.69% | Q4 2025 | Jan 29, 2026 |
| Corps Capital Advisors, LLC | History | Added to | 8,731 | 499 | 0.52% | 0.53% | 943 | +2,584 | 42.04% | Q4 2025 | Feb 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 8,663 | 495 | 0.04% | 0.05% | 944 | -1,681 | -16.25% | Q4 2025 | Feb 09, 2026 |
| NICOLET BANKSHARES INC | History | New | 8,631 | 494 | 0.08% | — | 945 | +8,631 | New | Q4 2025 | Feb 09, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 8,617 | 493 | 0.01% | 0.01% | 946 | -1,798 | -17.26% | Q4 2025 | Feb 03, 2026 |
| Sincerus Advisory, LLC | History | Added to | 8,627 | 493 | 0.4% | 0.42% | 947 | +23 | 0.27% | Q4 2025 | Jan 08, 2026 |
| 4J Wealth Management LLC | History | No change | 8,604 | 492 | 0.28% | 0.29% | 948 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 8,554 | 489 | 0.43% | — | 949 | +8,554 | New | Q4 2025 | Feb 05, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 8,474 | 485 | 0.26% | 0.27% | 950 | +35 | 0.41% | Q4 2025 | Feb 02, 2026 |
| Capasso Planning Partners LLC | History | Added to | 8,466 | 484 | 0.27% | 0.3% | 951 | +21 | 0.25% | Q4 2025 | Feb 17, 2026 |
| Brookwood Investment Group LLC | History | Added to | 8,444 | 483 | 0.06% | 0.06% | 953 | +115 | 1.38% | Q4 2025 | Jan 22, 2026 |
| Shum Financial Group, Inc. | History | Added to | 8,448 | 483 | 0.35% | 0.36% | 952 | +88 | 1.05% | Q4 2025 | Jan 15, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 8,419 | 481 | 0.05% | 0.03% | 954 | +3,368 | 66.68% | Q4 2025 | Jan 20, 2026 |
| MSH Capital Advisors LLC | History | New | 8,370 | 479 | 0.1% | — | 955 | +8,370 | New | Q4 2025 | Feb 09, 2026 |
| Bison Wealth, LLC | History | New | 8,492 | 476 | 0.05% | — | 957 | +8,492 | New | Q4 2025 | Mar 24, 2026 |
| American Financial Advisors, LLC | History | Reduced | 8,319 | 476 | 0.06% | 0.06% | 956 | -46 | -0.55% | Q4 2025 | Feb 03, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 8,308 | 475 | 0.04% | 0.04% | 958 | +65 | 0.79% | Q4 2025 | Jan 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 8,273 | 473 | 0.0% | — | 959 | +8,273 | New | Q4 2025 | Jan 30, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 8,161 | 467 | 0.01% | 0.01% | 960 | -180 | -2.16% | Q4 2025 | Jan 21, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 8,168 | 467 | 0.36% | 0.38% | 961 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Coquina Private Wealth LLC | History | New | 8,159 | 466 | 0.37% | — | 963 | +8,159 | New | Q4 2025 | Jan 29, 2026 |
| Texas Yale Capital Corp. | History | Added to | 8,150 | 466 | 0.01% | 0.01% | 962 | +500 | 6.54% | Q4 2025 | Feb 10, 2026 |
| WealthSpring Partners, LLC | History | New | 8,126 | 465 | 0.48% | — | 964 | +8,126 | New | Q4 2025 | Feb 12, 2026 |
| Selby Wealth Management, LLC | History | New | 8,118 | 464 | 0.19% | — | 965 | +8,118 | New | Q4 2025 | Feb 13, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Reduced | 8,103 | 463 | 0.13% | 0.15% | 966 | -782 | -8.8% | Q4 2025 | Jan 20, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 8,005 | 458 | 0.03% | 0.03% | 967 | -3,493 | -30.38% | Q4 2025 | Feb 17, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | New | 8,000 | 457 | 0.28% | — | 968 | +8,000 | New | Q4 2025 | Feb 13, 2026 |
| Accredited Investors Inc. | History | Added to | 7,995 | 457 | 0.02% | 0.02% | 969 | +297 | 3.86% | Q4 2025 | Feb 05, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 7,918 | 456 | 0.18% | 0.33% | 970 | -6,679 | -45.76% | Q4 2025 | Feb 10, 2026 |
| VestGen Advisors, LLC | History | Reduced | 7,957 | 455 | 0.02% | 0.04% | 971 | -11,104 | -58.26% | Q4 2025 | Feb 17, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 7,945 | 454 | 0.28% | 0.28% | 972 | +406 | 5.39% | Q4 2025 | Jan 20, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 7,920 | 453 | 0.31% | 0.24% | 973 | +1,676 | 26.84% | Q4 2025 | Feb 04, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 7,905 | 452 | 0.33% | 0.96% | 974 | -13,663 | -63.35% | Q4 2025 | Feb 05, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 7,911 | 452 | 0.17% | 0.17% | 975 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| McAdam, LLC | History | Added to | 7,788 | 445 | 0.02% | 0.02% | 976 | +750 | 10.66% | Q4 2025 | Feb 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 7,640 | 437 | 0.08% | 0.06% | 977 | -247 | -3.13% | Q4 2025 | Feb 02, 2026 |
| SimpliFi, Inc. | History | Added to | 7,635 | 437 | 0.18% | 0.18% | 978 | +142 | 1.9% | Q4 2025 | Jan 23, 2026 |
| Rolek Wealth Management LLC | History | New | 7,542 | 431 | 0.3% | — | 980 | +7,542 | New | Q4 2025 | Jan 26, 2026 |
| Hurley Capital, LLC | History | Reduced | 7,530 | 431 | 0.24% | 0.29% | 979 | -1,568 | -17.23% | Q4 2025 | Feb 17, 2026 |
| Vickerman Investment Advisors, Inc. | History | New | 7,522 | 430 | 0.09% | — | 981 | +7,522 | New | Q4 2025 | Feb 12, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 7,528 | 430 | 0.29% | 0.37% | 982 | -1,825 | -19.51% | Q4 2025 | Feb 02, 2026 |
| Entelevest, LLC | History | New | 7,501 | 429 | 0.43% | — | 984 | +7,501 | New | Q4 2025 | Feb 11, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 7,497 | 429 | 0.04% | 0.05% | 983 | -1,834 | -19.65% | Q4 2025 | Jan 20, 2026 |
| Capital Planning LLC | History | Reduced | 7,397 | 427 | 0.12% | 0.17% | 985 | -3,110 | -29.6% | Q4 2025 | Jan 23, 2026 |
| Choate Investment Advisors | History | No change | 7,435 | 425 | 0.01% | 0.01% | 986 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TAGStone Capital, Inc. | History | Added to | 7,346 | 423 | 0.16% | 0.16% | 987 | +138 | 1.91% | Q4 2025 | Feb 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 7,365 | 421 | 0.03% | — | 989 | +7,365 | New | Q4 2025 | Feb 12, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 7,361 | 421 | 0.01% | 0.01% | 988 | +132 | 1.83% | Q4 2025 | Jan 21, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 7,284 | 417 | 0.27% | 0.22% | 990 | +312 | 4.48% | Q4 2025 | Feb 12, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 7,284 | 416 | 0.03% | 0.44% | 991 | -74,668 | -91.11% | Q4 2025 | Feb 04, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 7,201 | 412 | 0.02% | 0.02% | 992 | +1,407 | 24.28% | Q4 2025 | Jan 22, 2026 |
| Stablepoint Partners, LLC | History | Added to | 7,134 | 408 | 0.06% | 0.06% | 993 | +424 | 6.32% | Q4 2025 | Jan 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 7,114 | 407 | 0.06% | 0.06% | 994 | +789 | 12.47% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 7,109 | 406 | 0.0% | 0.0% | 995 | -1,547 | -17.87% | Q4 2025 | Feb 17, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 7,104 | 406 | 0.09% | 0.1% | 996 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 7,243 | 405 | 0.05% | 0.06% | 997 | -999 | -12.12% | Q4 2025 | Jan 29, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 7,061 | 404 | 0.01% | 0.01% | 998 | +1,169 | 19.84% | Q4 2025 | Jan 07, 2026 |
| WFA of San Diego, LLC | History | Reduced | 7,070 | 404 | 0.3% | 0.28% | 999 | -183 | -2.52% | Q4 2025 | Feb 17, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 7,050 | 403 | 0.24% | 0.27% | 1000 | -533 | -7.03% | Q4 2025 | Jan 12, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 7,040 | 402 | 0.05% | 0.07% | 1002 | -1,300 | -15.59% | Q4 2025 | Feb 13, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 7,040 | 402 | 0.04% | 0.04% | 1001 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bank of New Hampshire | History | New | 7,000 | 400 | 0.09% | — | 1003 | +7,000 | New | Q4 2025 | Mar 16, 2026 |
| Arax Advisory Partners | History | New | 6,957 | 398 | 0.01% | — | 1004 | +6,957 | New | Q4 2025 | Feb 13, 2026 |
| Reliant Wealth Planning | History | Reduced | 6,962 | 398 | 0.12% | 0.16% | 1005 | -1,704 | -19.66% | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | Reduced | 6,953 | 397 | 0.0% | 0.0% | 1006 | -1,580 | -18.52% | Q4 2025 | Feb 13, 2026 |
| Winch Advisory Services, LLC | History | No change | 6,922 | 396 | 0.09% | 0.09% | 1007 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sepio Capital, LP | History | Added to | 6,908 | 395 | 0.02% | 0.02% | 1008 | +2,289 | 49.56% | Q4 2025 | Feb 12, 2026 |
| Columbia Asset Management | History | No change | 6,894 | 394 | 0.07% | 0.07% | 1009 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 6,853 | 392 | 0.27% | 0.57% | 1011 | -7,597 | -52.57% | Q4 2025 | Jan 22, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 6,855 | 392 | 0.09% | 0.1% | 1010 | -795 | -10.39% | Q4 2025 | Jan 13, 2026 |
| Wealth Management Partners, LLC | History | Added to | 6,823 | 390 | 0.11% | 0.11% | 1012 | +572 | 9.15% | Q4 2025 | Jan 12, 2026 |
| Beck Bode, LLC | History | Reduced | 6,780 | 388 | 0.06% | 0.07% | 1013 | -539 | -7.36% | Q4 2025 | Feb 09, 2026 |
| Vigil Wealth Management, LLC | History | New | 6,744 | 386 | 0.32% | — | 1014 | +6,744 | New | Q4 2025 | Feb 10, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 6,737 | 385 | 0.02% | 0.02% | 1015 | +300 | 4.66% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Reduced | 6,672 | 384 | 0.01% | 0.01% | 1016 | -3,673 | -35.51% | Q4 2025 | Feb 17, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 6,752 | 383 | 0.05% | 0.06% | 1017 | -775 | -10.3% | Q4 2025 | Feb 04, 2026 |
| Cooper Capital Advisors LLC | History | Reduced | 6,682 | 382 | 0.24% | 0.32% | 1019 | -2,139 | -24.25% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 6,670 | 382 | 0.06% | 0.06% | 1018 | +200 | 3.09% | Q4 2025 | Jan 23, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 6,642 | 381 | 0.17% | 0.84% | 1020 | -23,643 | -78.07% | Q4 2025 | Jan 23, 2026 |
| Alteri Wealth LLC | History | Added to | 6,649 | 380 | 0.12% | 0.12% | 1021 | +290 | 4.56% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 6,613 | 378 | 0.02% | 0.03% | 1024 | -1,566 | -19.15% | Q4 2025 | Jan 05, 2026 |
| Southland Equity Partners LLC | History | Reduced | 6,613 | 378 | 0.07% | 0.08% | 1023 | -487 | -6.86% | Q4 2025 | Jan 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 6,612 | 378 | 0.01% | 0.01% | 1022 | +336 | 5.35% | Q4 2025 | Jan 20, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 6,561 | 375 | 0.06% | 0.05% | 1026 | +1,285 | 24.36% | Q4 2025 | Jan 12, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 6,555 | 375 | 0.02% | 0.02% | 1025 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 6,549 | 374 | 0.39% | 0.35% | 1027 | -489 | -6.95% | Q4 2025 | Jan 16, 2026 |
| Virtue Capital Management, LLC | History | Added to | 6,506 | 372 | 0.06% | 0.08% | 1028 | +5,452 | 517.27% | Q4 2025 | Feb 18, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 6,508 | 372 | 0.01% | 0.02% | 1029 | -4,082 | -38.55% | Q4 2025 | Feb 13, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 6,510 | 372 | 0.2% | 0.18% | 1030 | +431 | 7.09% | Q4 2025 | Feb 02, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 6,449 | 369 | 0.12% | 0.12% | 1031 | +171 | 2.72% | Q4 2025 | Feb 12, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 6,437 | 368 | 0.15% | 0.15% | 1032 | +96 | 1.51% | Q4 2025 | Jan 20, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 6,375 | 364 | 0.13% | — | 1033 | +6,375 | New | Q4 2025 | Mar 26, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 6,368 | 364 | 0.27% | 0.41% | 1034 | -2,921 | -31.45% | Q4 2025 | Feb 11, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,358 | 363 | 0.02% | 0.13% | 1036 | -33,099 | -83.89% | Q4 2025 | Jan 30, 2026 |
| Argent Advisors, Inc. | History | No change | 6,354 | 363 | 0.1% | 0.11% | 1035 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 6,280 | 359 | 0.26% | — | 1037 | +6,280 | New | Q4 2025 | Jan 30, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 6,251 | 358 | 0.0% | 0.0% | 1038 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Management, LLC / MS | History | No change | 6,267 | 358 | 0.1% | 0.11% | 1039 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| NavPoint Financial, Inc. | History | Added to | 6,247 | 357 | 0.15% | 0.15% | 1041 | +1,098 | 21.32% | Q4 2025 | Jan 20, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 6,124 | 357 | 0.02% | 0.03% | 1040 | +382 | 6.65% | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | No change | 6,236 | 356 | 0.01% | 0.01% | 1042 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Advisor Resource Council | History | New | 6,067 | 354 | 0.13% | — | 1043 | +6,067 | New | Q4 2025 | Feb 10, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 6,049 | 352 | 0.14% | 0.21% | 1044 | -2,882 | -32.27% | Q4 2025 | Feb 05, 2026 |
| Elevate Capital Advisors, LLC | History | Added to | 6,123 | 350 | 0.23% | 0.24% | 1045 | +21 | 0.34% | Q4 2025 | Jan 23, 2026 |
| PATRON PARTNERS, LLC | History | Added to | 6,110 | 349 | 0.16% | 0.11% | 1046 | +1,740 | 39.82% | Q4 2025 | Feb 11, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 6,087 | 348 | 0.22% | 0.22% | 1047 | +106 | 1.77% | Q4 2025 | Feb 04, 2026 |
| EPG Wealth Management LLC | History | Added to | 6,066 | 347 | 0.09% | 0.09% | 1048 | +209 | 3.57% | Q4 2025 | Jan 28, 2026 |
| Core Wealth Partners LLC | History | New | 6,033 | 345 | 0.16% | — | 1049 | +6,033 | New | Q4 2025 | Feb 17, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 6,014 | 344 | 0.02% | 0.02% | 1050 | -152 | -2.47% | Q4 2025 | Jan 20, 2026 |
| Tepp RIA, LLC | History | Reduced | 6,008 | 343 | 0.34% | 0.41% | 1051 | -364 | -5.71% | Q4 2025 | Feb 04, 2026 |
| Welch Financial Planning, LLC | History | New | 5,985 | 342 | 0.25% | — | 1052 | +5,985 | New | Q4 2025 | Feb 02, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 5,920 | 338 | 0.05% | 0.06% | 1053 | -480 | -7.5% | Q4 2025 | Feb 04, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 5,810 | 332 | 0.12% | 0.13% | 1054 | +60 | 1.04% | Q4 2025 | Jan 21, 2026 |
| Global Financial Private Client, LLC | History | Added to | 5,800 | 331 | 0.12% | 0.11% | 1055 | +483 | 9.08% | Q4 2025 | Jan 27, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 5,755 | 329 | 0.02% | 0.02% | 1056 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 5,738 | 328 | 0.05% | 0.09% | 1057 | -4,766 | -45.37% | Q4 2025 | Jan 27, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 5,733 | 328 | 0.23% | 0.22% | 1059 | +305 | 5.62% | Q4 2025 | Jan 22, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 5,742 | 328 | 0.24% | 0.25% | 1058 | +108 | 1.92% | Q4 2025 | Jan 23, 2026 |
| IEQ CAPITAL, LLC | History | New | 5,665 | 324 | 0.0% | — | 1060 | +5,665 | New | Q4 2025 | Feb 13, 2026 |
| Chris Bulman Inc | History | Added to | 5,668 | 324 | 0.14% | 0.16% | 1061 | +45 | 0.8% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 5,624 | 321 | 0.14% | 0.17% | 1063 | -1,336 | -19.2% | Q4 2025 | Feb 17, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 5,625 | 321 | 0.03% | 0.03% | 1062 | +64 | 1.15% | Q4 2025 | Jan 15, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 5,595 | 320 | 0.04% | 0.03% | 1064 | +1,263 | 29.16% | Q4 2025 | Feb 13, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | No change | 5,598 | 320 | 0.1% | 0.1% | 1065 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 5,585 | 319 | 0.31% | — | 1066 | +5,585 | New | Q4 2025 | Jan 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 5,575 | 319 | 0.01% | 0.01% | 1067 | -1,994 | -26.34% | Q4 2025 | Feb 05, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 5,534 | 316 | 0.13% | 0.14% | 1068 | +104 | 1.92% | Q4 2025 | Jan 22, 2026 |
| LWM Advisory Services, LLC | History | New | 5,515 | 315 | 0.18% | — | 1069 | +5,515 | New | Q4 2025 | Feb 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 5,504 | 315 | 0.21% | 0.01% | 1070 | +5,144 | 1428.89% | Q4 2025 | Feb 05, 2026 |
| Renasant Bank | History | New | 5,492 | 314 | 0.21% | — | 1071 | +5,492 | New | Q4 2025 | Jan 30, 2026 |
| Clear Point Advisors Inc. | History | Added to | 5,488 | 314 | 0.24% | 0.24% | 1072 | +84 | 1.55% | Q4 2025 | Feb 10, 2026 |
| KLCM Advisors, Inc. | History | New | 5,445 | 311 | 0.03% | — | 1073 | +5,445 | New | Q4 2025 | Feb 04, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 5,440 | 311 | 0.1% | 0.1% | 1075 | +3,570 | 190.91% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 5,436 | 311 | 0.0% | 0.0% | 1074 | -1,645 | -23.23% | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 5,423 | 310 | 0.04% | 0.04% | 1076 | +882 | 19.42% | Q4 2025 | Feb 13, 2026 |
| Cypress Capital Group | History | No change | 5,400 | 309 | 0.03% | 0.04% | 1077 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 5,400 | 309 | 0.21% | 0.24% | 1078 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 5,394 | 308 | 0.03% | 0.03% | 1079 | -88 | -1.61% | Q4 2025 | Jan 27, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 5,374 | 307 | 0.23% | — | 1080 | +5,374 | New | Q4 2025 | Feb 11, 2026 |
| NorthRock Partners, LLC | History | Reduced | 5,356 | 306 | 0.01% | 0.01% | 1081 | -1,046 | -16.34% | Q4 2025 | Feb 17, 2026 |
| AIFG Consultants Ltd. | History | Reduced | 5,339 | 305 | 0.52% | 4.39% | 1084 | -38,239 | -87.75% | Q4 2025 | Feb 04, 2026 |
| SP Asset Management LLC | History | Added to | 5,341 | 305 | 0.02% | 0.02% | 1083 | +66 | 1.25% | Q4 2025 | Jan 28, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 5,345 | 305 | 0.01% | 0.01% | 1082 | +62 | 1.17% | Q4 2025 | Feb 05, 2026 |
| Redwood Family Wealth LLC | History | New | 5,268 | 301 | 0.3% | — | 1085 | +5,268 | New | Q4 2025 | Mar 06, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 5,232 | 300 | 0.01% | 0.01% | 1086 | -700 | -11.8% | Q4 2025 | Jan 28, 2026 |
| SageView Advisory Group, LLC | History | Added to | 5,217 | 298 | 0.01% | 0.01% | 1087 | +725 | 16.14% | Q4 2025 | Feb 17, 2026 |
| BOS Asset Management, LLC | History | No change | 5,213 | 298 | 0.08% | 0.08% | 1088 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Solidarity Wealth, LLC | History | Reduced | 5,005 | 292 | 0.06% | 0.06% | 1089 | -11 | -0.22% | Q4 2025 | Jan 29, 2026 |
| Hamilton Wealth, LLC | History | New | 5,090 | 291 | 0.06% | — | 1091 | +5,090 | New | Q4 2025 | Feb 19, 2026 |
| Hudock, Inc. | History | Added to | 5,100 | 291 | 0.04% | 0.04% | 1090 | +210 | 4.29% | Q4 2025 | Feb 12, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 5,067 | 290 | 0.06% | 0.06% | 1092 | +456 | 9.89% | Q4 2025 | Jan 22, 2026 |
| Balefire, LLC | History | Reduced | 5,071 | 290 | 0.06% | 0.06% | 1093 | -123 | -2.37% | Q4 2025 | Jan 12, 2026 |
| Mallini Complete Financial Planning LLC | History | Reduced | 5,075 | 290 | 0.23% | 0.24% | 1094 | -40 | -0.78% | Q4 2025 | Jan 06, 2026 |
| Adalta Capital Management LLC | History | No change | 5,000 | 288 | 0.13% | 0.13% | 1095 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 5,020 | 287 | 0.0% | — | 1096 | +5,020 | New | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 4,984 | 285 | 0.1% | 0.14% | 1097 | +3,709 | 290.9% | Q4 2025 | Jan 20, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 4,959 | 283 | 0.18% | 0.25% | 1099 | -480 | -8.83% | Q4 2025 | Jan 26, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 4,951 | 283 | 0.02% | 0.02% | 1098 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 4,927 | 282 | 0.15% | 0.17% | 1100 | -43 | -0.87% | Q4 2025 | Jan 14, 2026 |
| Midwest Financial Group LLC | History | Added to | 4,926 | 281 | 0.12% | 0.12% | 1101 | +474 | 10.65% | Q4 2025 | Jan 20, 2026 |
| ZEGA Investments, LLC | History | Reduced | 4,896 | 280 | 0.03% | 0.35% | 1104 | -41,562 | -89.46% | Q4 2025 | Jan 27, 2026 |
| Finivi Inc. | History | New | 4,896 | 280 | 0.16% | — | 1105 | +4,896 | New | Q4 2025 | Jan 27, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 4,892 | 280 | 0.1% | 0.09% | 1103 | +749 | 18.08% | Q4 2025 | Jan 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 4,906 | 280 | 0.0% | 0.0% | 1102 | -17 | -0.35% | Q4 2025 | Feb 13, 2026 |
| Element Wealth, LLC | History | Reduced | 4,889 | 279 | 0.11% | 0.13% | 1106 | -414 | -7.81% | Q4 2025 | Feb 13, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Reduced | 4,872 | 278 | 0.12% | 0.12% | 1107 | -1 | -0.02% | Q4 2025 | Feb 02, 2026 |
| Private Capital Advisors, Inc. | History | Reduced | 4,823 | 276 | 0.03% | 0.04% | 1108 | -1,562 | -24.46% | Q4 2025 | Feb 09, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | No change | 4,810 | 275 | 0.06% | 0.07% | 1109 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 4,802 | 274 | 0.14% | 0.14% | 1111 | +60 | 1.27% | Q4 2025 | Jan 14, 2026 |
| Transce3nd, LLC | History | Reduced | 4,679 | 274 | 2.21% | 2.29% | 1110 | -7 | -0.15% | Q4 2025 | Feb 06, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 4,775 | 273 | 0.01% | 0.01% | 1112 | -5,441 | -53.26% | Q4 2025 | Jan 26, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 4,769 | 272 | 0.11% | 0.15% | 1114 | -1,679 | -26.04% | Q4 2025 | Feb 03, 2026 |
| AlTi Global, Inc. | History | No change | 4,728 | 272 | 0.01% | 0.01% | 1113 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wills Financial Group LLC | History | Reduced | 4,711 | 269 | 0.1% | 0.11% | 1115 | -201 | -4.09% | Q4 2025 | Feb 11, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 4,631 | 267 | 0.11% | 0.09% | 1116 | +1,040 | 28.96% | Q4 2025 | Jan 22, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 4,678 | 267 | 0.15% | 0.17% | 1117 | -539 | -10.33% | Q4 2025 | Jan 14, 2026 |
| Bridgewater Advisors Inc. | History | No change | 4,588 | 266 | 0.02% | 0.02% | 1118 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| QTR Family Wealth, LLC | History | No change | 4,500 | 266 | 0.12% | 0.12% | 1119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Able Wealth Management LLC | History | Reduced | 4,610 | 263 | 0.08% | 0.11% | 1120 | -622 | -11.89% | Q4 2025 | Jan 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 4,558 | 260 | 0.04% | 0.02% | 1121 | +1,910 | 72.13% | Q4 2025 | Jan 29, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 4,533 | 259 | 0.01% | 0.01% | 1122 | -2,167 | -32.34% | Q4 2025 | Jan 07, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 4,542 | 259 | 0.12% | 0.13% | 1123 | -131 | -2.8% | Q4 2025 | Feb 06, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 4,512 | 258 | 0.04% | 0.05% | 1125 | -1,435 | -24.13% | Q4 2025 | Feb 06, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 4,518 | 258 | 0.01% | 0.01% | 1124 | +27 | 0.6% | Q4 2025 | Jan 30, 2026 |
| Forum Financial Management, LP | History | Added to | 4,491 | 257 | 0.0% | 0.0% | 1126 | +419 | 10.29% | Q4 2025 | Jan 27, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 4,487 | 256 | 0.11% | 0.11% | 1128 | +64 | 1.45% | Q4 2025 | Jan 14, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 4,476 | 256 | 0.09% | 0.09% | 1127 | +6 | 0.13% | Q4 2025 | Jan 26, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | New | 4,468 | 255 | 0.13% | — | 1130 | +4,468 | New | Q4 2025 | Feb 13, 2026 |
| Atlas Brown,Inc. | History | Reduced | 4,460 | 255 | 0.08% | 0.08% | 1129 | -28 | -0.62% | Q4 2025 | Jan 09, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 4,439 | 254 | 0.1% | 0.1% | 1132 | +112 | 2.59% | Q4 2025 | Feb 05, 2026 |
| Welch Group, LLC | History | Added to | 4,454 | 254 | 0.01% | 0.01% | 1131 | +11 | 0.25% | Q4 2025 | Jan 26, 2026 |
| Nautilus Advisors LLC | History | Added to | 4,413 | 252 | 0.16% | 0.17% | 1133 | +8 | 0.18% | Q4 2025 | Jan 22, 2026 |
| Leverty Financial Group, LLC | History | Added to | 4,391 | 251 | 0.06% | 0.05% | 1134 | +781 | 21.63% | Q4 2025 | Jan 09, 2026 |
| South Shore Capital Advisors | History | New | 4,362 | 249 | 0.18% | — | 1136 | +4,362 | New | Q4 2025 | Jan 21, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 4,354 | 249 | 0.03% | 0.03% | 1135 | +39 | 0.9% | Q4 2025 | Jan 20, 2026 |
| Chatterton & Associates Inc. | History | New | 4,299 | 246 | 0.21% | — | 1139 | +4,299 | New | Q4 2025 | Jan 20, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 4,301 | 246 | 0.1% | 0.18% | 1138 | -3,658 | -45.96% | Q4 2025 | Feb 13, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 4,305 | 246 | 0.02% | 0.03% | 1137 | -3,100 | -41.86% | Q4 2025 | Feb 05, 2026 |
| BNB Wealth Management, LLC | History | New | 4,258 | 243 | 0.16% | — | 1140 | +4,258 | New | Q4 2025 | Feb 17, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 4,233 | 242 | 0.0% | — | 1141 | +4,233 | New | Q4 2025 | Feb 13, 2026 |
| Embree Financial Group | History | Reduced | 4,218 | 241 | 0.03% | 0.04% | 1143 | -1,559 | -26.99% | Q4 2025 | Jan 14, 2026 |
| Penbrook Management LLC | History | Reduced | 4,225 | 241 | 0.17% | 0.17% | 1142 | -100 | -2.31% | Q4 2025 | Jan 06, 2026 |
| WealthTrust Axiom LLC | History | New | 4,190 | 239 | 0.06% | — | 1144 | +4,190 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Equity Partners | History | New | 4,177 | 239 | 0.04% | — | 1146 | +4,177 | New | Q4 2025 | Jan 29, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 4,178 | 239 | 0.05% | 0.05% | 1145 | +174 | 4.35% | Q4 2025 | Jan 07, 2026 |
| TFB Advisors LLC | History | Added to | 4,174 | 238 | 0.07% | 0.07% | 1147 | +150 | 3.73% | Q4 2025 | Feb 13, 2026 |
| West Wealth Group, LLC | History | Reduced | 4,137 | 236 | 0.05% | 0.06% | 1148 | -813 | -16.42% | Q4 2025 | Jan 26, 2026 |
| INSIGHT 2811, INC. | History | Reduced | 4,105 | 234 | 0.1% | 0.12% | 1149 | -505 | -10.95% | Q4 2025 | Feb 03, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | No change | 4,082 | 233 | 0.06% | 0.07% | 1150 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 4,052 | 232 | 0.13% | 0.12% | 1151 | -88 | -2.13% | Q4 2025 | Jan 28, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 4,044 | 231 | 0.13% | 0.12% | 1153 | +174 | 4.5% | Q4 2025 | Jan 28, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 4,043 | 231 | 0.01% | 0.01% | 1152 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 4,020 | 230 | 0.01% | 0.01% | 1154 | -800 | -16.6% | Q4 2025 | Feb 12, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 4,021 | 230 | 0.01% | 0.01% | 1155 | -249 | -5.83% | Q4 2025 | Jan 26, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 3,973 | 229 | 0.01% | 0.0% | 1156 | +3,573 | 893.25% | Q4 2025 | Feb 17, 2026 |
| Atlatl Advisers LLC | History | No change | 4,014 | 229 | 0.09% | 0.09% | 1157 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Abel Hall, LLC | History | New | 4,000 | 228 | 0.05% | — | 1159 | +4,000 | New | Q4 2025 | Feb 17, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 3,961 | 228 | 0.02% | 0.02% | 1158 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 3,960 | 226 | 0.0% | 0.01% | 1160 | -16,910 | -81.03% | Q4 2025 | Feb 13, 2026 |
| Lexington Hill Partners, LLC | History | New | 3,965 | 226 | 0.17% | — | 1163 | +3,965 | New | Q4 2025 | Feb 19, 2026 |
| MBL Wealth, LLC | History | New | 3,954 | 226 | 0.02% | — | 1162 | +3,954 | New | Q4 2025 | Jan 21, 2026 |
| KG&L Capital Management,LLC | History | Added to | 3,954 | 226 | 0.06% | 0.06% | 1161 | +85 | 2.2% | Q4 2025 | Jan 23, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 3,915 | 225 | 0.06% | 0.05% | 1164 | +340 | 9.51% | Q4 2025 | Jan 23, 2026 |
| Nvest Financial, LLC | History | Added to | 3,933 | 225 | 0.09% | 0.13% | 1165 | +74 | 1.92% | Q4 2025 | Feb 10, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 3,879 | 222 | 0.06% | 2.01% | 1168 | -108,539 | -96.55% | Q4 2025 | Feb 13, 2026 |
| Occidental Asset Management, LLC | History | New | 3,895 | 222 | 0.03% | — | 1167 | +3,895 | New | Q4 2025 | Jan 08, 2026 |
| Composition Wealth, LLC | History | Reduced | 3,882 | 222 | 0.0% | 0.0% | 1166 | -176 | -4.34% | Q4 2025 | Feb 02, 2026 |
| A4 Wealth Advisors LLC | History | New | 3,877 | 221 | 0.19% | — | 1171 | +3,877 | New | Q4 2025 | Feb 13, 2026 |
| Cogent Private Wealth, Inc. | History | New | 3,861 | 221 | 0.17% | — | 1174 | +3,861 | New | Q4 2025 | Feb 10, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 3,848 | 221 | 0.19% | — | 1173 | +3,848 | New | Q4 2025 | Feb 05, 2026 |
| Accel Wealth Management | History | Reduced | 3,873 | 221 | 0.06% | 0.1% | 1170 | -1,897 | -32.88% | Q4 2025 | Jan 20, 2026 |
| Coastline Trust Co | History | Added to | 3,868 | 221 | 0.02% | 0.01% | 1169 | +1,887 | 95.25% | Q4 2025 | Jan 05, 2026 |
| Stillwater Wealth Management Group | History | Added to | 3,870 | 221 | 0.15% | 0.15% | 1172 | +100 | 2.65% | Q4 2025 | Jan 27, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 3,844 | 220 | 0.03% | 0.03% | 1177 | +296 | 8.34% | Q4 2025 | Jan 12, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 3,856 | 220 | 0.01% | 0.02% | 1176 | +1 | 0.03% | Q4 2025 | Feb 10, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 3,855 | 220 | 0.01% | 0.01% | 1175 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hidden Cove Wealth Management, LLC | History | New | 3,840 | 219 | 0.14% | — | 1178 | +3,840 | New | Q4 2025 | Feb 02, 2026 |
| ORG Partners LLC | History | New | 3,824 | 218 | 0.04% | — | 1179 | +3,824 | New | Q4 2025 | Jan 14, 2026 |
| Claris Financial LLC | History | New | 3,812 | 218 | 0.12% | — | 1180 | +3,812 | New | Q4 2025 | Feb 19, 2026 |
| Gateway Wealth Partners, LLC | History | New | 3,797 | 217 | 0.02% | — | 1182 | +3,797 | New | Q4 2025 | Feb 11, 2026 |
| Seelaus Asset Management LLC | History | No change | 3,800 | 217 | 0.17% | 0.17% | 1181 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Royal Fund Management, LLC | History | New | 5,239 | 214 | 0.02% | — | 1183 | +5,239 | New | Q4 2025 | Jan 15, 2026 |
| OPINICUS CAPITAL, INC. | History | New | 3,745 | 214 | 0.15% | — | 1185 | +3,745 | New | Q4 2025 | Feb 04, 2026 |
| Empirical Asset Management, LLC | History | Added to | 62,333 | 214 | 0.06% | 0.06% | 1184 | +15 | 0.02% | Q4 2025 | Feb 06, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 3,723 | 213 | 0.02% | 0.04% | 1186 | -2,958 | -44.27% | Q4 2025 | Jan 29, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 3,722 | 213 | 0.15% | 0.15% | 1188 | +175 | 4.93% | Q4 2025 | Jan 27, 2026 |
| Financial Perspectives, Inc | History | Added to | 3,732 | 213 | 0.06% | 0.06% | 1187 | +32 | 0.86% | Q4 2025 | Jan 28, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 3,705 | 212 | 0.04% | 0.04% | 1189 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SLT Holdings LLC | History | No change | 3,706 | 212 | 0.14% | 0.14% | 1190 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Secure Asset Management, LLC | History | New | 3,696 | 211 | 0.03% | — | 1191 | +3,696 | New | Q4 2025 | Jan 20, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 3,671 | 210 | 0.31% | 0.1% | 1192 | -10,164 | -73.47% | Q4 2025 | Feb 18, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 3,639 | 208 | 0.05% | 0.26% | 1194 | -15,850 | -81.33% | Q4 2025 | Jan 16, 2026 |
| Blankinship & Foster, LLC | History | New | 3,645 | 208 | 0.04% | — | 1193 | +3,645 | New | Q4 2025 | Jan 23, 2026 |
| Kaizen Financial Strategies | History | New | 3,643 | 208 | 0.09% | — | 1195 | +3,643 | New | Q4 2025 | Jan 21, 2026 |
| Friday Financial | History | No change | 3,620 | 207 | 0.07% | 0.09% | 1196 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Atlas Wealth Partners, LLC | History | New | 3,585 | 205 | 0.23% | — | 1198 | +3,585 | New | Q4 2025 | Jan 26, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 3,584 | 205 | 0.03% | — | 1197 | +3,584 | New | Q4 2025 | Jan 20, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | New | 3,559 | 203 | 0.1% | — | 1199 | +3,559 | New | Q4 2025 | Jan 21, 2026 |
| Vontobel Holding Ltd. | History | New | 3,533 | 202 | 0.0% | — | 1200 | +3,533 | New | Q4 2025 | Feb 13, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | New | 3,456 | 201 | 0.05% | — | 1201 | +3,456 | New | Q4 2025 | Jan 26, 2026 |
| SEVEN MILE ADVISORY | History | No change | 3,520 | 201 | 0.03% | 0.03% | 1202 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Burford Brothers, Inc. | History | No change | 3,518 | 201 | 0.08% | 0.09% | 1203 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CERTUITY, LLC | History | New | 3,506 | 200 | 0.01% | — | 1204 | +3,506 | New | Q4 2025 | Jan 30, 2026 |
| Boyer Financial Services, Inc. | History | New | 3,495 | 200 | 0.21% | — | 1206 | +3,495 | New | Q4 2025 | Jan 30, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Reduced | 3,500 | 200 | 0.11% | 0.09% | 1205 | -150 | -4.11% | Q4 2025 | Jan 22, 2026 |
| BFSG, LLC | History | Added to | 3,465 | 198 | 0.02% | 0.02% | 1207 | +22 | 0.64% | Q4 2025 | Jan 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 3,258 | 186 | 0.02% | 0.03% | 1208 | -773 | -19.18% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,045 | 174 | 0.02% | 0.02% | 1209 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wellington Shields & Co., LLC | History | Added to | 3,010 | 172 | 0.04% | 0.04% | 1210 | +510 | 20.4% | Q4 2025 | Feb 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,989 | 171 | 0.01% | 0.01% | 1211 | +60 | 2.05% | Q4 2025 | Feb 06, 2026 |
| Smithfield Trust Co | History | No change | 2,822 | 162 | 0.01% | 0.01% | 1212 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 2,815 | 161 | 0.09% | — | 1214 | +2,815 | New | Q4 2025 | Feb 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 2,828 | 161 | 0.05% | 0.06% | 1213 | -112 | -3.81% | Q4 2025 | Feb 10, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 2,659 | 152 | 0.07% | 0.07% | 1215 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,594 | 148 | 0.01% | 0.01% | 1216 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,550 | 145 | 0.09% | 0.09% | 1217 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Stone House Investment Management, LLC | History | Added to | 2,532 | 144 | 0.02% | 0.02% | 1219 | +321 | 14.52% | Q4 2025 | Jan 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 2,518 | 144 | 0.01% | 0.01% | 1218 | -95 | -3.64% | Q4 2025 | Jan 14, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 2,517 | 144 | 0.07% | 0.07% | 1220 | -43 | -1.68% | Q4 2025 | Jan 29, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 2,503 | 143 | 0.04% | 0.1% | 1221 | -3,785 | -60.19% | Q4 2025 | Jan 15, 2026 |
| Anfield Capital Management, LLC | History | Added to | 2,407 | 137 | 0.04% | 0.04% | 1222 | +78 | 3.35% | Q4 2025 | Feb 03, 2026 |
| Caitlin John, LLC | History | Reduced | 2,330 | 133 | 0.09% | 0.17% | 1223 | -2,047 | -46.77% | Q4 2025 | Feb 18, 2026 |
| Navalign, LLC | History | New | 2,296 | 131 | 0.03% | — | 1224 | +2,296 | New | Q4 2025 | Feb 05, 2026 |
| Elyxium Wealth, LLC | History | New | 2,276 | 130 | 0.04% | — | 1225 | +2,276 | New | Q4 2025 | Feb 05, 2026 |
| Strive Financial Group ,LLC | History | New | 2,236 | 128 | 0.06% | — | 1227 | +2,236 | New | Q4 2025 | Feb 18, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 2,251 | 128 | 0.02% | 0.02% | 1226 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Independence Bank of Kentucky | History | Reduced | 2,157 | 123 | 0.02% | 0.09% | 1228 | -10,570 | -83.05% | Q4 2025 | Jan 20, 2026 |
| RMG Wealth Management LLC | History | New | 2,026 | 118 | 0.02% | — | 1229 | +2,026 | New | Q4 2025 | Jan 29, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,060 | 117 | 0.0% | 0.0% | 1230 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| 3Chopt Investment Partners, LLC | History | Reduced | 1,966 | 113 | 0.03% | 0.05% | 1231 | -1,652 | -45.66% | Q4 2025 | Feb 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,984 | 113 | 0.0% | 0.0% | 1232 | -200 | -9.16% | Q4 2025 | Feb 12, 2026 |
| Canton Hathaway, LLC | History | No change | 1,950 | 111 | 0.02% | 0.02% | 1233 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,900 | 108 | 0.03% | 0.03% | 1234 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,868 | 106 | 0.04% | 0.04% | 1236 | +35 | 1.91% | Q4 2025 | Jan 09, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,856 | 106 | 0.01% | 0.01% | 1235 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 1,765 | 101 | 0.0% | 0.0% | 1237 | +65 | 3.82% | Q4 2025 | Feb 03, 2026 |
| Luminist Capital LLC | History | Reduced | 1,756 | 100 | 0.12% | 0.1% | 1238 | -372 | -17.48% | Q4 2025 | Feb 13, 2026 |
| eCIO, Inc. | History | New | 1,696 | 97 | 0.05% | — | 1239 | +1,696 | New | Q4 2025 | Jan 20, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,659 | 94 | 0.0% | 0.01% | 1240 | -136 | -7.58% | Q4 2025 | Feb 10, 2026 |
| BAYBAN | History | New | 1,640 | 93 | 0.08% | — | 1241 | +1,640 | New | Q4 2025 | Mar 05, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1,602 | 91 | 0.02% | 0.02% | 1243 | -67 | -4.01% | Q4 2025 | Jan 29, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 1,586 | 91 | 0.0% | 0.0% | 1242 | +18 | 1.15% | Q4 2025 | Feb 02, 2026 |
| Global Wealth Strategies & Associates | History | New | 1,575 | 90 | 0.02% | — | 1245 | +1,575 | New | Q4 2025 | Jan 02, 2026 |
| Colonial Trust Advisors | History | Added to | 1,572 | 90 | 0.01% | 0.01% | 1244 | +20 | 1.29% | Q4 2025 | Feb 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 1,500 | 85 | 0.01% | 0.04% | 1246 | -5,300 | -77.94% | Q4 2025 | Jan 20, 2026 |
| CX Institutional | History | Added to | 1,488 | 85 | 0.0% | 0.0% | 1247 | +1,193 | 404.41% | Q4 2025 | Feb 02, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 1,456 | 83 | 0.03% | 0.02% | 1248 | +270 | 22.77% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,373 | 78 | 0.0% | 0.0% | 1249 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,319 | 75 | 0.01% | 0.01% | 1250 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,227 | 70 | 0.0% | 0.0% | 1251 | +417 | 51.48% | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,176 | 67 | 0.0% | 0.0% | 1252 | +1 | 0.09% | Q4 2025 | Jan 30, 2026 |
| Westfuller Advisors, LLC | History | Added to | 1,128 | 65 | 0.03% | 0.03% | 1253 | +21 | 1.9% | Q4 2025 | Jan 21, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 1,124 | 64 | 0.0% | — | 1255 | +1,124 | New | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1,125 | 64 | 0.0% | 0.0% | 1254 | -9 | -0.79% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,097 | 62 | 0.0% | 0.0% | 1257 | +137 | 14.27% | Q4 2025 | Feb 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,100 | 62 | 0.02% | 0.03% | 1256 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,095 | 62 | 0.04% | 0.04% | 1258 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,082 | 61 | 0.01% | 0.02% | 1259 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Imprint Wealth LLC | History | Added to | 1,039 | 59 | 0.28% | 0.06% | 1261 | +698 | 204.69% | Q4 2025 | Feb 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 1,038 | 59 | 0.03% | 0.02% | 1260 | +20 | 1.96% | Q4 2025 | Jan 30, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 1,026 | 58 | 0.03% | 0.03% | 1262 | -88 | -7.9% | Q4 2025 | Feb 03, 2026 |
| Pacifica Partners Inc. | History | No change | 1,000 | 57 | 0.03% | 0.02% | 1263 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Cetera Trust Company, N.A | History | No change | 1,000 | 57 | 0.03% | 0.03% | 1264 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Truvestments Capital LLC | History | No change | 996 | 56 | 0.01% | 0.01% | 1265 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 968 | 55 | 0.02% | 0.01% | 1266 | +379 | 64.35% | Q4 2025 | Feb 06, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 887 | 50 | 0.05% | 0.04% | 1267 | +17 | 1.95% | Q4 2025 | Jan 22, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 50,366 | 50 | 0.01% | 0.01% | 1268 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 864 | 49 | 0.01% | 0.02% | 1270 | -1,224 | -58.62% | Q4 2025 | Jan 22, 2026 |
| Friedenthal Financial | History | New | 869 | 49 | 0.03% | — | 1269 | +869 | New | Q4 2025 | Jan 27, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 855 | 48 | 0.03% | — | 1271 | +855 | New | Q4 2025 | Feb 18, 2026 |
| CHELSEA COUNSEL CO | History | No change | 806 | 46 | 0.02% | 0.02% | 1272 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Avalon Trust Co | History | No change | 800 | 45 | 0.0% | 0.0% | 1273 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 786 | 44 | 0.01% | 0.01% | 1274 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 750 | 42 | 0.0% | — | 1276 | +750 | New | Q4 2025 | Jan 23, 2026 |
| North Star Investment Management Corp. | History | Reduced | 750 | 42 | 0.0% | 0.0% | 1275 | -315 | -29.58% | Q4 2025 | Jan 30, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 855 | 42 | 0.02% | 0.03% | 1277 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FSA Advisors, Inc. | History | New | 18,438 | 40 | 0.03% | — | 1279 | +18,438 | New | Q4 2025 | Feb 02, 2026 |
| Sunrise Financial Services, LLC | History | New | 700 | 40 | 0.03% | — | 1280 | +700 | New | Q4 2025 | Feb 11, 2026 |
| Front Row Advisors LLC | History | No change | 705 | 40 | 0.01% | 0.01% | 1278 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Addison Advisors LLC | History | No change | 650 | 37 | 0.01% | 0.01% | 1281 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Graney & King, LLC | History | New | 600 | 34 | 0.02% | — | 1283 | +600 | New | Q4 2025 | Feb 13, 2026 |
| BankPlus Trust Department | History | New | 596 | 34 | 0.01% | — | 1282 | +596 | New | Q4 2025 | Jan 27, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Added to | 540 | 32 | 0.02% | 0.02% | 1284 | +17 | 3.25% | Q4 2025 | Feb 13, 2026 |
| Monetary Solutions, Ltd | History | New | 529 | 30 | 0.03% | — | 1285 | +529 | New | Q4 2025 | Feb 23, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 519 | 29 | 0.01% | 0.02% | 1288 | -1,113 | -68.2% | Q4 2025 | Feb 13, 2026 |
| Investors Portfolio Services LLC | History | New | 505 | 29 | 0.03% | — | 1289 | +505 | New | Q4 2025 | Feb 09, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 504 | 29 | 0.0% | 0.0% | 1287 | +10 | 2.02% | Q4 2025 | Jan 27, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 520 | 29 | 0.01% | 0.01% | 1286 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Avion Wealth | History | Reduced | 490 | 28 | 0.01% | 0.03% | 1291 | -1,999 | -80.31% | Q4 2025 | Jan 23, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 504 | 28 | 0.02% | — | 1292 | +504 | New | Q4 2025 | Feb 02, 2026 |
| FNY Investment Advisers, LLC | History | New | 500 | 28 | 0.01% | — | 1290 | +500 | New | Q4 2025 | Jan 16, 2026 |
| Bank of Jackson Hole Trust | History | No change | 483 | 27 | 0.01% | 0.01% | 1293 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GGM Financials LLC | History | Reduced | 463 | 26 | 0.01% | 0.04% | 1294 | -773 | -62.54% | Q4 2025 | Feb 04, 2026 |
| Providence Capital Advisors, LLC | History | New | 452 | 25 | 0.0% | — | 1295 | +452 | New | Q4 2025 | Feb 12, 2026 |
| Rice Partnership, LLC | History | Added to | 449 | 25 | 0.0% | 0.0% | 1296 | +249 | 124.5% | Q4 2025 | Feb 10, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 448 | 25 | 0.01% | 0.01% | 1297 | +8 | 1.82% | Q4 2025 | Feb 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 428 | 24 | 0.01% | 0.04% | 1298 | -738 | -63.29% | Q4 2025 | Jan 05, 2026 |
| Abound Wealth Management | History | No change | 409 | 23 | 0.01% | 0.01% | 1299 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cornerstone Financial Management LLC | History | New | 400 | 22 | 0.02% | — | 1304 | +400 | New | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | New | 392 | 22 | 0.01% | — | 1301 | +392 | New | Q4 2025 | Jan 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 400 | 22 | 0.0% | 0.0% | 1300 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 400 | 22 | 0.02% | 0.02% | 1302 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 400 | 22 | 0.02% | 0.02% | 1303 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | Reduced | 382 | 21 | 0.01% | 0.01% | 1306 | -106 | -21.72% | Q4 2025 | Jan 20, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 375 | 21 | 0.01% | 0.01% | 1305 | -100 | -21.05% | Q4 2025 | Jan 20, 2026 |
| Capital Investment Counsel, Inc | History | New | 350 | 20 | 0.0% | — | 1309 | +350 | New | Q4 2025 | Jan 23, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 350 | 20 | 0.0% | 0.0% | 1307 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 362 | 20 | 0.0% | 0.0% | 1308 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Lodestone Wealth Management LLC | History | New | 329 | 18 | 0.01% | — | 1310 | +329 | New | Q4 2025 | Jan 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 322 | 18 | 0.01% | — | 1312 | +322 | New | Q4 2025 | Feb 19, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 325 | 18 | 0.01% | 0.01% | 1311 | +7 | 2.2% | Q4 2025 | Feb 04, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 300 | 17 | 0.01% | 0.01% | 1313 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 280 | 16 | 0.01% | — | 1318 | +280 | New | Q4 2025 | Feb 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 285 | 16 | 0.01% | 0.02% | 1317 | +18 | 6.74% | Q4 2025 | Feb 10, 2026 |
| SRH ADVISORS, LLC | History | No change | 280 | 16 | 0.0% | 0.0% | 1314 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 280 | 16 | 0.01% | 0.01% | 1315 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 291 | 16 | 0.01% | 0.01% | 1316 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Reduced | 267 | 15 | 0.0% | 0.0% | 1319 | -49 | -15.51% | Q4 2025 | Feb 03, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 276 | 15 | 0.0% | 0.0% | 1320 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EFG International AG | History | New | 250 | 14 | 0.0% | — | 1321 | +250 | New | Q4 2025 | Feb 17, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 243 | 13 | 0.0% | 0.01% | 1322 | -1,324 | -84.49% | Q4 2025 | Jan 28, 2026 |
| United Financial Planning Group LLC | History | Added to | 236 | 13 | 0.01% | 0.0% | 1323 | +200 | 555.56% | Q4 2025 | Feb 11, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 200 | 11 | 0.01% | — | 1328 | +200 | New | Q4 2025 | Feb 10, 2026 |
| Compass Financial Services Inc | History | Reduced | 198 | 11 | 0.0% | 0.01% | 1326 | -198 | -50.0% | Q4 2025 | Feb 27, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 190 | 11 | 0.01% | — | 1329 | +190 | New | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | Added to | 208 | 11 | 0.0% | 0.0% | 1327 | +4 | 1.96% | Q4 2025 | Feb 12, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Added to | 196 | 11 | 0.01% | 0.01% | 1325 | +3 | 1.55% | Q4 2025 | Jan 08, 2026 |
| SYM FINANCIAL Corp | History | No change | 200 | 11 | 0.0% | 0.0% | 1324 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 188 | 10 | 0.0% | 0.0% | 1330 | +4 | 2.17% | Q4 2025 | Jan 27, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 181 | 10 | 0.01% | 0.01% | 1331 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Lummis Asset Management, LP | History | New | 163 | 9 | 0.01% | — | 1332 | +163 | New | Q4 2025 | Feb 10, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 150 | 8 | 0.0% | 0.01% | 1334 | -658 | -81.44% | Q4 2025 | Feb 12, 2026 |
| FIRST COMMUNITY TRUST NA | History | Reduced | 146 | 8 | 0.01% | 0.02% | 1333 | -228 | -60.96% | Q4 2025 | Jan 16, 2026 |
| Kingdom Financial Group LLC. | History | New | 149 | 8 | 0.0% | — | 1336 | +149 | New | Q4 2025 | Feb 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 1335 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Investors Research Corp | History | New | 134 | 7 | 0.0% | — | 1338 | +134 | New | Q4 2025 | Jan 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 122 | 7 | 0.0% | 0.0% | 1337 | -2 | -1.61% | Q4 2025 | Feb 13, 2026 |
| Horizon Investments, LLC | History | Added to | 117 | 6 | 0.0% | — | 1339 | +100 | 588.24% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 101 | 5 | 0.0% | 0.01% | 1340 | -685 | -87.15% | Q4 2025 | Feb 02, 2026 |
| Aspect Partners, LLC | History | Reduced | 100 | 5 | 0.0% | 0.01% | 1341 | -240 | -70.59% | Q4 2025 | Jan 23, 2026 |
| Motiv8 Investments LLC | History | New | 93 | 5 | 0.0% | — | 1342 | +93 | New | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 86 | 4 | 0.0% | 0.0% | 1343 | -44 | -33.85% | Q4 2025 | Jan 27, 2026 |
| City State Bank | History | No change | 75 | 4 | 0.0% | 0.0% | 1344 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Added to | 57 | 3 | 0.0% | — | 1345 | +52 | 1040.0% | Q4 2025 | Feb 13, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 53 | 3 | 0.0% | 0.0% | 1346 | -6 | -10.17% | Q4 2025 | Feb 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 61 | 3 | 0.0% | 0.0% | 1347 | +4 | 7.02% | Q4 2025 | Feb 27, 2026 |
| First Command Advisory Services, Inc. | History | New | 52 | 2 | 0.0% | — | 1349 | +52 | New | Q4 2025 | Feb 11, 2026 |
| Crews Bank & Trust | History | New | 48 | 2 | 0.0% | — | 1352 | +48 | New | Q4 2025 | Jan 21, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | New | 42 | 2 | 0.0% | — | 1351 | +42 | New | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | No change | 45 | 2 | 0.0% | 0.0% | 1348 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quaker Wealth Management, LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 1350 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cranbrook Wealth Management, LLC | History | New | 34 | 1 | 0.0% | — | 1353 | +34 | New | Q4 2025 | Jan 28, 2026 |
| IAG Wealth Partners, LLC | History | New | 32 | 1 | 0.0% | — | 1355 | +32 | New | Q4 2025 | Feb 10, 2026 |
| BIRCHBROOK, INC. | History | Added to | 28 | 1 | 0.0% | 0.0% | 1358 | +1 | 3.7% | Q4 2025 | Feb 04, 2026 |
| Scarborough Advisors, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 1354 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 18 | 1 | 0.0% | 0.0% | 1356 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 1357 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SK Wealth Management, LLC | History | Closed out | 0 | 0 | — | 7.76% | — | -366,601 | -100.0% | Q3 2025 | Oct 10, 2025 |
| ELEMENT POINTE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 2.99% | — | -245,686 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -240,775 | -100.0% | Q3 2025 | Nov 04, 2025 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -165,010 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -142,038 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Destiny Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.93% | — | -132,953 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -126,398 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Integrity Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 4.0% | — | -105,546 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.07% | — | -95,755 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -83,103 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.68% | — | -79,767 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Members Advisory Group LLC | History | Closed out | 0 | 0 | — | 1.54% | — | -76,491 | -100.0% | Q3 2025 | Oct 22, 2025 |
| StoneCrest Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 1.85% | — | -73,902 | -100.0% | Q3 2025 | Oct 23, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -39,411 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Richard W. Paul & Associates, LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -38,016 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Investment Planning Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.64% | — | -35,412 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Park Edge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -28,391 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.19% | — | -26,554 | -100.0% | Q3 2025 | Nov 12, 2025 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.06% | — | -25,564 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -21,143 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Closed out | 0 | 0 | — | 0.14% | — | -20,757 | -100.0% | Q3 2025 | Oct 23, 2025 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -15,272 | -100.0% | Q3 2025 | Oct 31, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -12,486 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Mezzasalma Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -11,925 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Safeguard Investment Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -11,441 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 3.01% | — | -11,381 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Spahn Wealth & Retirement LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -11,275 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Armstrong, Fleming & Moore, Inc | History | Closed out | 0 | 0 | — | 0.3% | — | -10,916 | -100.0% | Q3 2025 | Oct 20, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -10,708 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,301 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,291 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,132 | -100.0% | Q3 2025 | Nov 14, 2025 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.27% | — | -10,068 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Advisory Resource Group | History | Closed out | 0 | 0 | — | 0.1% | — | -9,312 | -100.0% | Q3 2025 | Oct 22, 2025 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -8,216 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,021 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,325 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Samalin Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -5,853 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,688 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Cannell & Spears LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Talisman Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -5,452 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Carson Advisory Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -5,249 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -4,887 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,582 | -100.0% | Q3 2025 | Nov 07, 2025 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -4,221 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Koa Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -4,218 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Palacios Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,056 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -3,953 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,827 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Family Investment Center, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,821 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Arbor Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,797 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Veracity Capital LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,760 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Coign Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,758 | -100.0% | Q3 2025 | Oct 30, 2025 |
| LifeGoal Investments, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -3,601 | -100.0% | Q3 2025 | Nov 24, 2025 |
| RMR Wealth Builders | History | Closed out | 0 | 0 | — | 0.02% | — | -3,571 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Rede Wealth, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -3,509 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -3,509 | -100.0% | Q3 2025 | Oct 17, 2025 |
| MGB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,290 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,259 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,681 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,292 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Alaska Permanent Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,967 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,682 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,615 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,105 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,059 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -940 | -100.0% | Q3 2025 | Oct 14, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -867 | -100.0% | Q3 2025 | Nov 17, 2025 |
| ESL Trust Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -750 | -100.0% | Q3 2025 | Nov 04, 2025 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2025 | Oct 27, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -576 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Glassman Wealth Services | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 10, 2025 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -350 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Paladin Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -290 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -280 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -236 | -100.0% | Q3 2025 | Nov 14, 2025 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q3 2025 | Oct 27, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TD Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Nov 24, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Measured Wealth Private Client Group, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| GODSEY & GIBB, INC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Beacon Capital Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Morse Asset Management, Inc | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |