J.P. Morgan Exchange-Traded Fund Trust - JEPQ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Reduced | 23,671,381 | 1,375,780 | 0.09% | 0.1% | 1 | -4,335,731 | -15.48% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 22,507,866 | 1,308,157 | 0.08% | 0.07% | 2 | +1,408,923 | 6.68% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 14,883,554 | 865,032 | 0.24% | 0.24% | 3 | +589,696 | 4.13% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,745,418 | 740,763 | 0.05% | 0.05% | 4 | +957,146 | 8.12% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,195,365 | 476,314 | 0.09% | 0.09% | 5 | +383,927 | 4.91% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,039,267 | 292,836 | 0.07% | 0.06% | 6 | +597,930 | 13.46% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,088,702 | 237,636 | 0.04% | — | 7 | +4,088,702 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,937,400 | 228,841 | 0.07% | 0.07% | 8 | +6,450 | 0.16% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,874,499 | 225,249 | 0.33% | 0.31% | 9 | -21,448 | -0.55% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 3,423,625 | 198,981 | 0.03% | 0.03% | 10 | +29,163 | 0.86% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,388,639 | 196,947 | 0.06% | 0.06% | 11 | -185,783 | -5.2% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,872,597 | 166,955 | 0.22% | 0.21% | 12 | +89,212 | 3.21% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 2,831,490 | 164,566 | 0.18% | 0.18% | 13 | +137,560 | 5.11% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 2,042,274 | 118,696 | 0.49% | — | 14 | +2,042,274 | New | Q4 2025 | Feb 05, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 1,961,662 | 114,011 | 1.88% | 2.66% | 15 | -669,052 | -25.43% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,922,556 | 111,738 | 0.76% | 0.29% | 16 | +1,231,809 | 178.33% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,714,156 | 99,627 | 0.06% | 0.05% | 17 | +411,161 | 31.56% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,704,463 | 99,063 | 0.01% | 0.01% | 18 | +285,963 | 20.16% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,343,676 | 78,094 | 0.19% | 0.18% | 19 | +178,169 | 15.29% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,272,889 | 73,980 | 0.07% | 0.07% | 20 | -104,559 | -7.59% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,148,691 | 66,761 | 0.27% | 0.29% | 21 | +58,733 | 5.39% | Q4 2025 | Feb 13, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 1,121,601 | 65,187 | 1.05% | 1.05% | 22 | +31,566 | 2.9% | Q4 2025 | Jan 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,119,736 | 65,079 | 0.15% | 0.16% | 23 | -32,386 | -2.81% | Q4 2025 | Feb 11, 2026 |
| Hilton Capital Management, LLC | History | Added to | 1,070,046 | 62,191 | 4.68% | 4.96% | 24 | +4,577 | 0.43% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,010,618 | 58,737 | 0.28% | 0.28% | 25 | +9,560 | 0.95% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 840,622 | 48,856 | 0.05% | 0.06% | 26 | -63,752 | -7.05% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 825,450 | 47,975 | 0.13% | 0.1% | 27 | +164,323 | 24.85% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Added to | 823,751 | 47,876 | 0.13% | 0.13% | 28 | +47,179 | 6.08% | Q4 2025 | Jan 26, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 737,969 | 42,890 | 1.1% | 1.07% | 29 | +12,700 | 1.75% | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 669,600 | 38,917 | 0.01% | 0.01% | 30 | -302,822 | -31.14% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 662,314 | 38,493 | 0.05% | 0.04% | 31 | +109,014 | 19.7% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 659,374 | 38,322 | 0.06% | 0.06% | 32 | +8,995 | 1.38% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 657,148 | 38,209 | 0.07% | 0.07% | 33 | +69,986 | 11.92% | Q4 2025 | Mar 16, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 618,962 | 35,974 | 11.81% | 11.7% | 34 | +21,516 | 3.6% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 612,639 | 35,606 | 0.2% | 0.19% | 35 | +23,932 | 4.07% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 611,979 | 35,568 | 0.62% | 0.63% | 36 | -149 | -0.02% | Q4 2025 | Jan 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 601,260 | 35,396 | 0.05% | 0.07% | 37 | -233,632 | -27.98% | Q4 2025 | Jan 08, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 589,440 | 34,258 | 0.69% | 0.72% | 38 | +5,278 | 0.9% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 588,942 | 34,229 | 0.01% | 0.01% | 39 | -29,707 | -4.8% | Q4 2025 | Feb 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 588,774 | 34,219 | 0.85% | 0.9% | 40 | -12,310 | -2.05% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 578,402 | 33,616 | 0.04% | 0.05% | 41 | -9,307 | -1.58% | Q4 2025 | Feb 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 526,978 | 30,628 | 0.59% | 0.58% | 42 | +22,845 | 4.53% | Q4 2025 | Feb 12, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 517,512 | 30,077 | 4.64% | 5.13% | 43 | +7,647 | 1.5% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 511,360 | 29,720 | 0.11% | 0.14% | 44 | -12,114 | -2.31% | Q4 2025 | Feb 18, 2026 |
| PSI Advisors, LLC | History | Added to | 496,715 | 28,869 | 7.25% | 6.94% | 45 | +28,083 | 5.99% | Q4 2025 | Feb 09, 2026 |
| Magnus Financial Group LLC | History | Added to | 467,341 | 27,161 | 2.07% | 2.09% | 46 | +7,939 | 1.73% | Q4 2025 | Jan 07, 2026 |
| Focus Partners Wealth | History | Added to | 446,570 | 26,008 | 0.03% | 0.04% | 47 | +25,844 | 6.14% | Q4 2025 | Feb 13, 2026 |
| James Reed Financial Services, Inc. | History | Added to | 439,846 | 25,563 | 20.49% | 21.3% | 48 | +26,869 | 6.51% | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 428,500 | 24,904 | 0.0% | 0.0% | 49 | -126,100 | -22.74% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 385,776 | 22,421 | 2.14% | 2.13% | 50 | +8,051 | 2.13% | Q4 2025 | Jan 28, 2026 |
| SageGuard Financial Group, LLC | History | New | 366,313 | 21,290 | 3.39% | — | 51 | +366,313 | New | Q4 2025 | Jan 27, 2026 |
| HUB Investment Partners, LLC | History | Added to | 359,246 | 20,879 | 0.54% | 0.56% | 52 | +64,583 | 21.92% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 353,775 | 20,561 | 0.01% | 0.01% | 53 | +31,261 | 9.69% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 337,822 | 19,634 | 0.01% | 0.01% | 54 | +10,611 | 3.24% | Q4 2025 | Feb 10, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 335,097 | 19,475 | 0.16% | 0.14% | 55 | +520 | 0.16% | Q4 2025 | Feb 17, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 317,764 | 18,468 | 0.99% | 0.89% | 56 | +46,178 | 17.0% | Q4 2025 | Jan 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 312,367 | 18,154 | 0.22% | 0.23% | 57 | -5,839 | -1.83% | Q4 2025 | Jan 21, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 302,951 | 17,607 | 6.33% | 6.6% | 58 | -8,085 | -2.6% | Q4 2025 | Jan 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 300,051 | 17,438 | 0.25% | 0.21% | 59 | +57,357 | 23.63% | Q4 2025 | Feb 09, 2026 |
| Wealthfront Advisers LLC | History | Added to | 293,227 | 17,042 | 0.04% | 0.04% | 60 | +26,389 | 9.89% | Q4 2025 | Jan 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 289,236 | 16,810 | 0.14% | 0.15% | 61 | +26,009 | 9.88% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 276,324 | 16,060 | 0.02% | 0.01% | 62 | +217,708 | 371.41% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Reduced | 262,881 | 15,317 | 0.08% | 0.1% | 63 | -3,512 | -1.32% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 262,420 | 15,251 | 0.11% | 0.11% | 64 | +10,230 | 4.06% | Q4 2025 | Feb 12, 2026 |
| Centurion Wealth Management LLC | History | Added to | 251,902 | 14,641 | 3.21% | 3.22% | 65 | +5,977 | 2.43% | Q4 2025 | Jan 14, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 235,309 | 13,771 | 0.64% | 0.64% | 66 | +8,531 | 3.76% | Q4 2025 | Feb 13, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 230,085 | 13,372 | 2.55% | 2.58% | 67 | +1,314 | 0.57% | Q4 2025 | Jan 26, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 222,368 | 12,924 | 3.94% | 4.32% | 68 | -23,099 | -9.41% | Q4 2025 | Feb 04, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 211,822 | 12,594 | 2.03% | 2.05% | 69 | +8,184 | 4.02% | Q4 2025 | Jan 28, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 215,597 | 12,530 | 1.75% | 7.22% | 70 | -6,993 | -3.14% | Q4 2025 | Feb 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 213,117 | 12,386 | 0.15% | 0.15% | 71 | +9,453 | 4.64% | Q4 2025 | Jan 29, 2026 |
| Argent Trust Co | History | Reduced | 211,015 | 12,264 | 0.42% | 0.45% | 72 | -7,335 | -3.36% | Q4 2025 | Feb 10, 2026 |
| Cambridge Advisors Inc. | History | Added to | 208,509 | 12,118 | 2.31% | 2.33% | 73 | +1,570 | 0.76% | Q4 2025 | Jan 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 205,600 | 11,949 | 0.1% | 0.04% | 74 | +125,789 | 157.61% | Q4 2025 | Jan 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 204,496 | 11,885 | 0.57% | 0.32% | 75 | +111,653 | 120.26% | Q4 2025 | Jan 28, 2026 |
| Compass Financial Services Inc | History | Added to | 204,503 | 11,885 | 5.12% | 4.94% | 76 | +10,562 | 5.45% | Q4 2025 | Feb 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 203,611 | 11,833 | 0.65% | 0.66% | 77 | +312 | 0.15% | Q4 2025 | Feb 10, 2026 |
| RWQ Financial Management Services, Inc. | History | Added to | 196,750 | 11,435 | 5.26% | 0.09% | 78 | +193,250 | 5521.43% | Q4 2025 | Feb 02, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 196,586 | 11,425 | 2.65% | 2.54% | 79 | +6,133 | 3.22% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 194,906 | 11,327 | 0.07% | — | 80 | +194,906 | New | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 194,550 | 11,308 | 0.19% | 0.2% | 81 | -10,150 | -4.96% | Q4 2025 | Feb 09, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 191,863 | 11,151 | 2.46% | 2.65% | 82 | -12,325 | -6.04% | Q4 2025 | Feb 11, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 186,927 | 10,864 | 6.75% | 6.62% | 83 | +1,919 | 1.04% | Q4 2025 | Jan 20, 2026 |
| Venture Visionary Partners LLC | History | Added to | 184,687 | 10,734 | 0.35% | 0.35% | 84 | +9,294 | 5.3% | Q4 2025 | Feb 13, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | New | 184,451 | 10,720 | 6.76% | — | 85 | +184,451 | New | Q4 2025 | Feb 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 183,664 | 10,674 | 0.28% | 0.27% | 86 | +11,676 | 6.79% | Q4 2025 | Jan 23, 2026 |
| Summit Financial, LLC | History | Reduced | 177,705 | 10,430 | 0.15% | 0.17% | 87 | -16,929 | -8.7% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 176,137 | 10,237 | 0.21% | 0.23% | 88 | +3,713 | 2.15% | Q4 2025 | Feb 03, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 175,227 | 10,184 | 1.78% | 2.72% | 89 | -86,679 | -33.1% | Q4 2025 | Feb 02, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 159,581 | 9,274 | 0.69% | 0.69% | 90 | +450 | 0.28% | Q4 2025 | Feb 18, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 156,525 | 9,097 | 0.48% | 0.57% | 91 | -18,191 | -10.41% | Q4 2025 | Jan 20, 2026 |
| Lighthouse Financial LLC | History | Reduced | 156,511 | 9,096 | 5.94% | 6.26% | 92 | -8,424 | -5.11% | Q4 2025 | Feb 17, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 155,697 | 9,049 | 1.62% | 2.3% | 93 | -11,984 | -7.15% | Q4 2025 | Mar 02, 2026 |
| COMERICA BANK | History | Reduced | 155,214 | 9,021 | 0.04% | 0.04% | 94 | -7,524 | -4.62% | Q4 2025 | Jan 29, 2026 |
| Morse Asset Management, Inc | History | Added to | 153,505 | 8,921 | 1.78% | 1.74% | 95 | +1,752 | 1.15% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 152,844 | 8,883 | 0.46% | 0.46% | 96 | +9,344 | 6.51% | Q4 2025 | Feb 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 150,302 | 8,735 | 0.3% | 0.3% | 97 | +7,769 | 5.45% | Q4 2025 | Jan 14, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 149,573 | 8,693 | 6.58% | 6.64% | 98 | +4,204 | 2.89% | Q4 2025 | Jan 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 147,238 | 8,557 | 0.11% | 0.11% | 99 | -3,969 | -2.62% | Q4 2025 | Feb 05, 2026 |
| Principle Wealth Partners LLC | History | Added to | 145,107 | 8,433 | 0.47% | 0.48% | 100 | +2,435 | 1.71% | Q4 2025 | Feb 06, 2026 |
| Members Advisory Group LLC | History | Added to | 143,039 | 8,313 | 3.13% | 2.49% | 101 | +20,624 | 16.85% | Q4 2025 | Jan 27, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 142,833 | 8,301 | 1.33% | 1.62% | 102 | -11,147 | -7.24% | Q4 2025 | Jan 26, 2026 |
| Carr Financial Group Corp | History | Added to | 140,611 | 8,172 | 2.17% | 1.67% | 103 | +34,547 | 32.57% | Q4 2025 | Jan 09, 2026 |
| Sandbox Financial Partners, LLC | History | Reduced | 139,962 | 8,134 | 2.25% | 2.34% | 104 | -2,158 | -1.52% | Q4 2025 | Jan 07, 2026 |
| KENNEDY INVESTMENT GROUP | History | Added to | 139,234 | 8,092 | 3.05% | 2.9% | 105 | +12,207 | 9.61% | Q4 2025 | Feb 06, 2026 |
| Advisory Resource Group | History | Added to | 138,077 | 8,025 | 1.41% | 1.39% | 106 | +3,506 | 2.61% | Q4 2025 | Feb 12, 2026 |
| SHP Wealth Management | History | New | 137,958 | 8,018 | 0.62% | — | 107 | +137,958 | New | Q4 2025 | Mar 04, 2026 |
| Larson Financial Group LLC | History | Added to | 137,415 | 7,986 | 0.27% | 0.26% | 108 | +6,839 | 5.24% | Q4 2025 | Feb 06, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 136,846 | 7,953 | 0.87% | 0.77% | 109 | +17,828 | 14.98% | Q4 2025 | Jan 20, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 134,752 | 7,831 | 3.41% | 3.32% | 110 | +5,783 | 4.48% | Q4 2025 | Jan 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 129,901 | 7,549 | 0.15% | 0.15% | 111 | +5,705 | 4.59% | Q4 2025 | Jan 14, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 127,449 | 7,480 | 2.74% | 2.86% | 112 | -7,441 | -5.52% | Q4 2025 | Jan 21, 2026 |
| Creative Planning | History | Added to | 127,602 | 7,416 | 0.01% | 0.0% | 113 | +19,144 | 17.65% | Q4 2025 | Feb 17, 2026 |
| Mechanics Bank Trust Department | History | Added to | 126,546 | 7,354 | 0.96% | 0.9% | 114 | +15,033 | 13.48% | Q4 2025 | Jan 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 125,682 | 7,304 | 0.08% | 0.1% | 115 | -16,689 | -11.72% | Q4 2025 | Jan 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 125,136 | 7,272 | 0.43% | 0.44% | 116 | +2,583 | 2.11% | Q4 2025 | Feb 10, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 124,526 | 7,237 | 0.9% | 0.95% | 117 | -462 | -0.37% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 120,460 | 7,117 | 0.27% | 0.24% | 118 | +51,527 | 74.75% | Q4 2025 | Feb 13, 2026 |
| Indivisible Partners | History | New | 122,250 | 7,105 | 0.77% | — | 119 | +122,250 | New | Q4 2025 | Feb 03, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 121,394 | 7,055 | 0.05% | 0.06% | 120 | +1,326 | 1.1% | Q4 2025 | Feb 18, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 121,285 | 7,049 | 1.33% | 1.27% | 121 | +4,595 | 3.94% | Q4 2025 | Jan 28, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 119,884 | 6,967 | 1.08% | 1.04% | 122 | -760 | -0.63% | Q4 2025 | Jan 21, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | Added to | 118,017 | 6,859 | 4.92% | 4.94% | 123 | +977 | 0.83% | Q4 2025 | Jan 23, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 116,859 | 6,791 | 1.62% | 1.57% | 124 | -1,819 | -1.53% | Q4 2025 | Feb 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 116,161 | 6,782 | 1.49% | 1.48% | 125 | +402 | 0.35% | Q4 2025 | Feb 17, 2026 |
| MBL Wealth, LLC | History | Reduced | 116,040 | 6,744 | 0.54% | 0.65% | 126 | -13,278 | -10.27% | Q4 2025 | Jan 21, 2026 |
| Cadence Bank | History | Added to | 114,044 | 6,628 | 0.39% | 0.35% | 127 | +13,746 | 13.71% | Q4 2025 | Jan 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 113,509 | 6,597 | 0.21% | 0.2% | 128 | -6,809 | -5.66% | Q4 2025 | Jan 09, 2026 |
| Avior Wealth Management, LLC | History | Added to | 112,873 | 6,560 | 0.2% | 0.19% | 129 | +9,310 | 8.99% | Q4 2025 | Jan 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 112,396 | 6,532 | 0.04% | 0.04% | 130 | +13,200 | 13.31% | Q4 2025 | Jan 29, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 112,353 | 6,530 | 1.51% | 1.45% | 131 | +7,674 | 7.33% | Q4 2025 | Jan 23, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 111,868 | 6,501 | 0.48% | 0.66% | 132 | -20,916 | -15.75% | Q4 2025 | Feb 02, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 111,292 | 6,468 | 3.5% | 3.49% | 133 | +3,309 | 3.06% | Q4 2025 | Jan 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 108,493 | 6,401 | 0.01% | 0.01% | 134 | +18,478 | 20.53% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Added to | 110,097 | 6,398 | 0.21% | 0.1% | 135 | +58,060 | 111.57% | Q4 2025 | Jan 14, 2026 |
| Vienna Asset Management LLC | History | Reduced | 109,964 | 6,391 | 3.63% | 4.98% | 136 | -35,461 | -24.38% | Q4 2025 | Feb 13, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Reduced | 108,325 | 6,358 | 2.58% | 2.72% | 137 | -1,368 | -1.25% | Q4 2025 | Feb 13, 2026 |
| Caerus Investment Advisors, LLC | History | Added to | 109,277 | 6,351 | 2.06% | 0.58% | 138 | +84,431 | 339.82% | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | Added to | 109,130 | 6,342 | 0.19% | 0.18% | 139 | +3,326 | 3.14% | Q4 2025 | Feb 11, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 107,411 | 6,242 | 2.14% | 2.76% | 141 | -36,801 | -25.52% | Q4 2025 | Jan 12, 2026 |
| ASSETMARK, INC | History | Added to | 107,405 | 6,242 | 0.01% | 0.01% | 140 | +7,566 | 7.58% | Q4 2025 | Jan 23, 2026 |
| Brookstone Capital Management | History | Added to | 107,220 | 6,231 | 0.07% | 0.07% | 142 | +11,926 | 12.51% | Q4 2025 | Jan 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 105,038 | 6,220 | 0.15% | 0.15% | 143 | +10,111 | 10.65% | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 105,857 | 6,152 | 0.15% | 0.13% | 144 | +19,727 | 22.9% | Q4 2025 | Jan 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 104,613 | 6,080 | 0.08% | 0.07% | 145 | +12,983 | 14.17% | Q4 2025 | Feb 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 104,233 | 6,058 | 0.72% | 0.76% | 146 | +485 | 0.47% | Q4 2025 | Jan 26, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 103,780 | 6,031 | 0.07% | 0.06% | 147 | +16,498 | 18.9% | Q4 2025 | Feb 02, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 103,633 | 6,023 | 0.07% | 0.07% | 148 | -23,311 | -18.36% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 103,612 | 6,022 | 0.28% | 0.27% | 149 | +2,851 | 2.83% | Q4 2025 | Feb 13, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 99,471 | 5,838 | 1.34% | 1.35% | 150 | +1,566 | 1.6% | Q4 2025 | Jan 28, 2026 |
| Ignite Planners, LLC | History | Added to | 95,302 | 5,663 | 0.87% | 0.86% | 151 | +3,914 | 4.28% | Q4 2025 | Feb 06, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 97,232 | 5,651 | 2.15% | 2.16% | 152 | -1,205 | -1.22% | Q4 2025 | Feb 13, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 97,056 | 5,640 | 5.15% | 5.42% | 153 | -2,328 | -2.34% | Q4 2025 | Jan 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 95,648 | 5,559 | 0.2% | 0.19% | 154 | +26,652 | 38.63% | Q4 2025 | Feb 09, 2026 |
| Greater Midwest Financial Group, LLC | History | Added to | 95,099 | 5,527 | 3.09% | 3.21% | 155 | +8,648 | 10.0% | Q4 2025 | Feb 17, 2026 |
| Foguth Wealth Management, LLC. | History | New | 94,820 | 5,508 | 0.85% | — | 156 | +94,820 | New | Q4 2025 | Jan 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 94,294 | 5,480 | 0.12% | 0.12% | 157 | +1,933 | 2.09% | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Added to | 93,835 | 5,453 | 0.03% | 0.01% | 158 | +61,360 | 188.95% | Q4 2025 | Jan 26, 2026 |
| Arkadios Wealth Advisors | History | Added to | 92,896 | 5,399 | 0.1% | 0.11% | 159 | +13,468 | 16.96% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 91,438 | 5,314 | 0.06% | 0.08% | 160 | +8,178 | 9.82% | Q4 2025 | Jan 29, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 90,996 | 5,288 | 0.82% | 1.0% | 161 | -17,195 | -15.89% | Q4 2025 | Jan 21, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 89,489 | 5,201 | 0.57% | 0.61% | 162 | -7,312 | -7.55% | Q4 2025 | Mar 03, 2026 |
| Krilogy Financial LLC | History | Added to | 87,059 | 5,176 | 0.18% | 0.19% | 163 | +897 | 1.04% | Q4 2025 | Jan 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 88,947 | 5,169 | 0.09% | 0.1% | 164 | +4,047 | 4.77% | Q4 2025 | Feb 19, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 87,896 | 5,108 | 1.17% | 1.38% | 165 | -13,931 | -13.68% | Q4 2025 | Jan 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 85,207 | 5,034 | 0.34% | 0.35% | 166 | +4,817 | 5.99% | Q4 2025 | Jan 15, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 86,409 | 5,022 | 4.02% | 3.8% | 167 | -1,329 | -1.51% | Q4 2025 | Jan 08, 2026 |
| World Investment Advisors | History | Added to | 85,793 | 4,986 | 0.08% | 0.07% | 168 | +24,531 | 40.04% | Q4 2025 | Mar 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 85,155 | 4,949 | 0.34% | 0.35% | 169 | +5,274 | 6.6% | Q4 2025 | Feb 03, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 84,005 | 4,882 | 1.47% | 1.51% | 170 | +42,985 | 104.79% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 83,863 | 4,874 | 0.05% | 0.1% | 171 | -32,691 | -28.05% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 83,160 | 4,833 | 0.07% | 0.07% | 172 | +12,491 | 17.68% | Q4 2025 | Feb 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 83,119 | 4,830 | 0.18% | 0.24% | 173 | -26,331 | -24.06% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 82,758 | 4,809 | 0.03% | 0.02% | 174 | +9,016 | 12.23% | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 82,459 | 4,792 | 0.03% | 0.02% | 175 | +21,976 | 36.33% | Q4 2025 | Feb 09, 2026 |
| Maia Wealth LLC | History | Added to | 83,052 | 4,770 | 0.81% | 0.81% | 176 | +1,263 | 1.54% | Q4 2025 | Feb 17, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 80,548 | 4,681 | 0.57% | 0.61% | 177 | -1,129 | -1.38% | Q4 2025 | Jan 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 78,691 | 4,574 | 0.01% | 0.0% | 178 | +31,478 | 66.67% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 78,497 | 4,562 | 0.02% | 0.01% | 179 | +8,696 | 12.46% | Q4 2025 | Feb 06, 2026 |
| Semus Wealth Partners LLC | History | Added to | 78,467 | 4,560 | 2.46% | 2.48% | 180 | +2,403 | 3.16% | Q4 2025 | Jan 27, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 77,363 | 4,496 | 0.29% | 0.26% | 181 | +10,066 | 14.96% | Q4 2025 | Feb 18, 2026 |
| Visionary Wealth Advisors | History | Reduced | 75,911 | 4,411 | 0.2% | 0.2% | 182 | -7 | -0.01% | Q4 2025 | Feb 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 75,421 | 4,387 | 0.47% | 0.44% | 183 | +5,386 | 7.69% | Q4 2025 | Feb 18, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 94,403 | 4,381 | 0.11% | 0.09% | 184 | +9,076 | 10.64% | Q4 2025 | Feb 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 74,876 | 4,351 | 0.02% | 0.02% | 185 | +5,911 | 8.57% | Q4 2025 | Jan 12, 2026 |
| PFG Investments, LLC | History | Added to | 74,492 | 4,329 | 0.2% | 0.21% | 186 | +4,679 | 6.7% | Q4 2025 | Jan 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 73,982 | 4,299 | 0.01% | 0.01% | 187 | -10,041 | -11.95% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 73,351 | 4,263 | 0.3% | 0.33% | 188 | +114 | 0.16% | Q4 2025 | Jan 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 73,337 | 4,262 | 0.24% | 0.23% | 189 | +8,930 | 13.86% | Q4 2025 | Feb 04, 2026 |
| Headlands Technologies LLC | History | Added to | 73,101 | 4,248 | 0.35% | 0.17% | 190 | +37,126 | 103.2% | Q4 2025 | Feb 13, 2026 |
| Trajan Wealth LLC | History | Reduced | 71,812 | 4,173 | 0.17% | 0.19% | 191 | -3,386 | -4.5% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 71,633 | 4,163 | 0.29% | 0.29% | 192 | +4,334 | 6.44% | Q4 2025 | Feb 02, 2026 |
| Belpointe Asset Management LLC | History | Added to | 71,414 | 4,150 | 0.15% | 0.12% | 193 | +17,045 | 31.35% | Q4 2025 | Jan 27, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 71,211 | 4,138 | 0.33% | 0.29% | 194 | +10,405 | 17.11% | Q4 2025 | Feb 17, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 71,043 | 4,129 | 0.76% | 0.64% | 195 | +15,668 | 28.29% | Q4 2025 | Feb 06, 2026 |
| Sunpointe, LLC | History | Added to | 70,226 | 4,121 | 1.37% | 1.23% | 196 | +10,901 | 18.38% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 70,902 | 4,120 | 0.08% | 0.09% | 197 | +2,666 | 3.91% | Q4 2025 | Feb 09, 2026 |
| WCG Wealth Advisors LLC | History | New | 70,273 | 4,084 | 0.11% | — | 198 | +70,273 | New | Q4 2025 | Feb 10, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 69,138 | 4,058 | 0.89% | 0.9% | 199 | -2,135 | -3.0% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 68,219 | 4,031 | 0.05% | 0.04% | 200 | +8,473 | 14.18% | Q4 2025 | Jan 23, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 69,263 | 4,025 | 0.29% | 0.56% | 201 | -62,315 | -47.36% | Q4 2025 | Feb 11, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 68,945 | 4,007 | 0.54% | 0.47% | 202 | +12,876 | 22.96% | Q4 2025 | Jan 21, 2026 |
| Sigma Planning Corp | History | Added to | 68,591 | 3,987 | 0.11% | 0.11% | 203 | +615 | 0.9% | Q4 2025 | Jan 30, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 68,571 | 3,985 | 0.87% | 1.05% | 204 | -11,249 | -14.09% | Q4 2025 | Feb 12, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 68,395 | 3,975 | 0.33% | 0.34% | 205 | -422 | -0.61% | Q4 2025 | Feb 11, 2026 |
| Rooted Wealth Advisors, Inc. | History | New | 68,749 | 3,965 | 1.12% | — | 206 | +68,749 | New | Q4 2025 | Feb 09, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 68,172 | 3,962 | 0.64% | 0.65% | 207 | +286 | 0.42% | Q4 2025 | Jan 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 67,216 | 3,961 | 0.4% | 0.4% | 208 | +1,999 | 3.07% | Q4 2025 | Jan 12, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 67,403 | 3,956 | 2.7% | 1.44% | 209 | +33,827 | 100.75% | Q4 2025 | Feb 02, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 66,562 | 3,869 | 2.26% | 2.21% | 210 | +387 | 0.58% | Q4 2025 | Feb 03, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 65,446 | 3,803 | 0.14% | 0.09% | 211 | +17,052 | 35.24% | Q4 2025 | Jan 30, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 64,614 | 3,792 | 1.27% | 1.12% | 212 | +1,014 | 1.59% | Q4 2025 | Jan 13, 2026 |
| Saxony Capital Management, LLC | History | Added to | 64,407 | 3,743 | 2.29% | 1.6% | 213 | +22,322 | 53.04% | Q4 2025 | Jan 15, 2026 |
| HERBST GROUP, LLC | History | Reduced | 63,958 | 3,717 | 2.19% | 2.31% | 214 | -580 | -0.9% | Q4 2025 | Jan 16, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 63,499 | 3,690 | 1.68% | 1.15% | 215 | +6,575 | 11.55% | Q4 2025 | Jan 23, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 62,859 | 3,651 | 1.42% | 1.56% | 216 | -545 | -0.86% | Q4 2025 | Jan 21, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 62,750 | 3,647 | 0.78% | 0.82% | 217 | +1,063 | 1.72% | Q4 2025 | Jan 30, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 64,849 | 3,619 | 2.59% | 2.57% | 218 | +91 | 0.14% | Q4 2025 | Feb 10, 2026 |
| Palacios Wealth Management, LLC | History | Reduced | 61,566 | 3,578 | 2.74% | 2.92% | 219 | -15,626 | -20.24% | Q4 2025 | Jan 28, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 61,037 | 3,547 | 0.53% | 0.14% | 220 | +49,810 | 443.66% | Q4 2025 | Feb 03, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 60,887 | 3,539 | 0.1% | 0.13% | 221 | -8,282 | -11.97% | Q4 2025 | Feb 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 60,798 | 3,533 | 0.38% | 0.33% | 222 | +9,034 | 17.45% | Q4 2025 | Jan 23, 2026 |
| WMS Group LLC | History | New | 60,556 | 3,519 | 4.48% | — | 223 | +60,556 | New | Q4 2025 | Mar 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 59,690 | 3,503 | 0.05% | 0.04% | 224 | +12,943 | 27.69% | Q4 2025 | Jan 30, 2026 |
| Verity Asset Management, Inc. | History | Added to | 59,163 | 3,438 | 1.48% | 0.95% | 225 | +8,785 | 17.44% | Q4 2025 | Jan 30, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 58,631 | 3,407 | 0.16% | 0.15% | 226 | +5,798 | 10.97% | Q4 2025 | Jan 20, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 58,309 | 3,391 | 1.58% | 1.58% | 227 | +2,493 | 4.47% | Q4 2025 | Jan 22, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 56,878 | 3,305 | 0.11% | 0.11% | 228 | +3,444 | 6.45% | Q4 2025 | Feb 13, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 56,793 | 3,300 | 0.25% | 0.28% | 229 | -7,453 | -11.6% | Q4 2025 | Jan 23, 2026 |
| JT Stratford LLC | History | Reduced | 54,644 | 3,175 | 0.41% | 0.43% | 230 | -1,778 | -3.15% | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 54,612 | 3,174 | 0.15% | 0.15% | 231 | +26,816 | 96.47% | Q4 2025 | Feb 17, 2026 |
| Investment Partners Asset Management, Inc. | History | New | 54,324 | 3,157 | 1.97% | — | 232 | +54,324 | New | Q4 2025 | Jan 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 54,254 | 3,153 | 0.35% | 0.1% | 233 | +41,102 | 312.52% | Q4 2025 | Feb 11, 2026 |
| Financial Partners Group, Inc | History | Reduced | 52,410 | 3,114 | 0.36% | 1.86% | 234 | -206,785 | -79.78% | Q4 2025 | Feb 03, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 53,300 | 3,097 | 2.64% | 2.73% | 235 | +256 | 0.48% | Q4 2025 | Jan 21, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 53,084 | 3,085 | 1.87% | 1.83% | 236 | +3,362 | 6.76% | Q4 2025 | Jan 09, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 53,032 | 3,082 | 1.1% | 1.13% | 237 | -382 | -0.72% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 52,710 | 3,067 | 0.02% | 0.02% | 238 | +13,614 | 34.82% | Q4 2025 | Feb 13, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 52,671 | 3,061 | 3.13% | 2.7% | 239 | +9,624 | 22.36% | Q4 2025 | Jan 23, 2026 |
| Bank of New York Mellon Corp | History | Added to | 52,308 | 3,040 | 0.0% | 0.0% | 240 | +26,190 | 100.28% | Q4 2025 | Feb 10, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 52,310 | 3,040 | 0.56% | 0.53% | 241 | +1,174 | 2.3% | Q4 2025 | Jan 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 51,661 | 3,002 | 0.14% | 0.11% | 242 | +12,456 | 31.77% | Q4 2025 | Feb 13, 2026 |
| Purus Wealth Management, LLC | History | Added to | 51,489 | 2,992 | 0.93% | 0.94% | 243 | +247 | 0.48% | Q4 2025 | Jan 27, 2026 |
| PVG ASSET MANAGEMENT CORP | History | Added to | 51,472 | 2,991 | 6.36% | 0.95% | 244 | +46,964 | 1041.79% | Q4 2025 | Jan 30, 2026 |
| Global Assets Advisory, LLC | History | Added to | 51,128 | 2,971 | 0.85% | 0.84% | 246 | +1,962 | 3.99% | Q4 2025 | Feb 09, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 51,129 | 2,971 | 0.36% | 0.31% | 245 | +205 | 0.4% | Q4 2025 | Feb 04, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 50,437 | 2,931 | 0.04% | 0.04% | 247 | -9,982 | -16.52% | Q4 2025 | Feb 02, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 50,270 | 2,921 | 0.15% | 0.15% | 248 | +7,247 | 16.84% | Q4 2025 | Jan 26, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 49,543 | 2,919 | 1.5% | 1.58% | 249 | -50 | -0.1% | Q4 2025 | Jan 27, 2026 |
| FWG Holdings, LLC | History | No change | 48,763 | 2,887 | 1.1% | 1.25% | 250 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 49,457 | 2,874 | 0.1% | 0.1% | 251 | +5,588 | 12.74% | Q4 2025 | Feb 02, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 49,225 | 2,860 | 0.89% | 0.85% | 252 | +2,292 | 4.88% | Q4 2025 | Jan 22, 2026 |
| M Holdings Securities, Inc. | History | New | 47,834 | 2,780 | 0.2% | — | 253 | +47,834 | New | Q4 2025 | Feb 11, 2026 |
| PMG Family Office LLC | History | Added to | 47,083 | 2,763 | 3.19% | 3.03% | 254 | +5 | 0.01% | Q4 2025 | Jan 28, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Added to | 46,856 | 2,723 | 2.01% | 1.87% | 255 | +2,320 | 5.21% | Q4 2025 | Feb 05, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 46,811 | 2,720 | 2.35% | 1.67% | 256 | +6,840 | 17.11% | Q4 2025 | Feb 09, 2026 |
| Generation Capital Management LLC | History | Added to | 46,165 | 2,683 | 1.74% | 1.78% | 257 | +3,322 | 7.75% | Q4 2025 | Feb 13, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 46,087 | 2,678 | 0.3% | 0.29% | 258 | +3,028 | 7.03% | Q4 2025 | Feb 13, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 45,968 | 2,671 | 1.72% | 1.47% | 259 | +7,075 | 18.19% | Q4 2025 | Feb 17, 2026 |
| Concorde Financial Corp | History | Added to | 45,311 | 2,656 | 2.06% | 1.44% | 260 | +2 | 0.0% | Q4 2025 | Feb 17, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 45,501 | 2,644 | 1.8% | 1.73% | 261 | +2,285 | 5.29% | Q4 2025 | Jan 12, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 45,467 | 2,642 | 1.33% | 1.36% | 262 | +184 | 0.41% | Q4 2025 | Jan 21, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 45,380 | 2,637 | 0.05% | 0.02% | 263 | +25,580 | 129.19% | Q4 2025 | Feb 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 45,178 | 2,626 | 0.06% | 0.06% | 264 | +4,669 | 11.53% | Q4 2025 | Feb 17, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 44,471 | 2,584 | 0.67% | 0.66% | 265 | +1,795 | 4.21% | Q4 2025 | Jan 07, 2026 |
| IFP Advisors, Inc | History | Added to | 44,392 | 2,580 | 0.06% | 0.06% | 266 | +4,566 | 11.46% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 44,323 | 2,576 | 0.05% | 0.05% | 267 | +5,408 | 13.9% | Q4 2025 | Feb 06, 2026 |
| Stillwater Wealth Management Group | History | Reduced | 44,201 | 2,568 | 1.74% | 1.84% | 268 | -1,575 | -3.44% | Q4 2025 | Jan 27, 2026 |
| Oxinas Partners, LLC | History | Added to | 44,166 | 2,566 | 1.23% | 0.27% | 269 | +35,250 | 395.36% | Q4 2025 | Jan 26, 2026 |
| PDS Planning, Inc | History | Added to | 43,497 | 2,528 | 0.17% | 0.17% | 270 | +707 | 1.65% | Q4 2025 | Jan 26, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 43,478 | 2,526 | 0.09% | 0.16% | 271 | +1,090 | 2.57% | Q4 2025 | Feb 04, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 43,448 | 2,525 | 1.07% | 0.22% | 272 | +38,280 | 740.71% | Q4 2025 | Feb 13, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 43,208 | 2,511 | 0.32% | 0.32% | 273 | +1,060 | 2.51% | Q4 2025 | Feb 04, 2026 |
| American Trust | History | Added to | 42,995 | 2,498 | 0.21% | 0.21% | 274 | +157 | 0.37% | Q4 2025 | Feb 17, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 42,538 | 2,472 | 0.5% | 0.53% | 275 | +710 | 1.7% | Q4 2025 | Jan 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 42,452 | 2,467 | 0.72% | 0.71% | 276 | +1,398 | 3.41% | Q4 2025 | Feb 05, 2026 |
| Lifeworks Advisors, LLC | History | No change | 42,096 | 2,446 | 0.32% | 0.32% | 277 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Herold Advisors, Inc. | History | Added to | 41,868 | 2,433 | 0.54% | 0.46% | 278 | +7,505 | 21.84% | Q4 2025 | Feb 17, 2026 |
| Investors Portfolio Services LLC | History | New | 41,593 | 2,432 | 2.19% | — | 279 | +41,593 | New | Q4 2025 | Feb 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 41,777 | 2,428 | 0.03% | 0.03% | 280 | +4,091 | 10.86% | Q4 2025 | Feb 10, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Added to | 41,657 | 2,421 | 2.45% | 2.02% | 281 | +10,147 | 32.2% | Q4 2025 | Jan 07, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 41,340 | 2,402 | 0.08% | 0.08% | 282 | +2,621 | 6.77% | Q4 2025 | Jan 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 40,923 | 2,378 | 0.0% | 0.0% | 283 | +17,526 | 74.91% | Q4 2025 | Feb 18, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 40,569 | 2,357 | 0.71% | 0.78% | 284 | -4,083 | -9.14% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 40,551 | 2,356 | 0.0% | 0.01% | 285 | +6,569 | 19.33% | Q4 2025 | Feb 17, 2026 |
| Fiduciary Alliance LLC | History | Added to | 40,510 | 2,354 | 0.15% | 0.16% | 286 | +35 | 0.09% | Q4 2025 | Jan 22, 2026 |
| J.Safra Asset Management Corp | History | Added to | 40,063 | 2,328 | 0.12% | 0.12% | 287 | +5,976 | 17.53% | Q4 2025 | Feb 11, 2026 |
| Modus Advisors, LLC | History | Reduced | 39,764 | 2,311 | 0.61% | 0.66% | 288 | -2,465 | -5.84% | Q4 2025 | Feb 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 39,510 | 2,296 | 0.03% | 0.03% | 289 | +3,722 | 10.4% | Q4 2025 | Jan 26, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 38,994 | 2,266 | 0.15% | 0.17% | 290 | -5,614 | -12.59% | Q4 2025 | Feb 03, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 38,877 | 2,259 | 0.16% | 0.11% | 291 | +10,048 | 34.85% | Q4 2025 | Jan 14, 2026 |
| Security National Bank | History | Added to | 38,106 | 2,214 | 0.32% | 0.3% | 292 | +4,490 | 13.36% | Q4 2025 | Feb 05, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 37,982 | 2,207 | 0.43% | 0.47% | 293 | -3,617 | -8.69% | Q4 2025 | Jan 09, 2026 |
| Lifestyle Asset Management, Inc. | History | Reduced | 37,825 | 2,198 | 0.72% | 0.75% | 294 | -563 | -1.47% | Q4 2025 | Feb 11, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 37,617 | 2,186 | 0.23% | 0.22% | 295 | +1,134 | 3.11% | Q4 2025 | Jan 27, 2026 |
| Integras Partners LLC | History | Reduced | 37,069 | 2,154 | 1.74% | 1.74% | 296 | -277 | -0.74% | Q4 2025 | Jan 29, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 36,691 | 2,132 | 0.69% | 0.96% | 297 | +276 | 0.76% | Q4 2025 | Jan 23, 2026 |
| Anchor Capital Management Group Inc | History | No change | 37,000 | 2,128 | 1.08% | 1.08% | 298 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Boreal Capital Management LLC | History | Added to | 36,180 | 2,109 | 1.59% | 0.51% | 299 | +25,252 | 231.08% | Q4 2025 | Feb 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 35,701 | 2,095 | 0.41% | 0.19% | 300 | +20,506 | 134.95% | Q4 2025 | Feb 04, 2026 |
| StoneX Group Inc. | History | Reduced | 35,534 | 2,093 | 0.09% | 0.09% | 301 | -1,329 | -3.61% | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | Added to | 35,340 | 2,053 | 0.04% | 0.04% | 302 | +4,220 | 13.56% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Added to | 35,310 | 2,052 | 0.03% | 0.03% | 303 | +1,818 | 5.43% | Q4 2025 | Feb 09, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 35,238 | 2,048 | 1.07% | 0.81% | 304 | +7,622 | 27.6% | Q4 2025 | Jan 23, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 35,161 | 2,043 | 0.23% | 0.24% | 305 | +340 | 0.98% | Q4 2025 | Feb 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 34,841 | 2,024 | 0.43% | 0.69% | 306 | -666 | -1.88% | Q4 2025 | Feb 12, 2026 |
| Invst, LLC | History | Added to | 34,771 | 2,020 | 0.22% | 0.22% | 307 | +1,216 | 3.62% | Q4 2025 | Feb 11, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 34,635 | 2,012 | 1.01% | 1.0% | 309 | -840 | -2.37% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 34,625 | 2,012 | 0.03% | 0.03% | 308 | -470 | -1.34% | Q4 2025 | Jan 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 34,460 | 2,002 | 0.01% | — | 310 | +34,460 | New | Q4 2025 | Feb 18, 2026 |
| Lido Advisors, LLC | History | Added to | 34,714 | 1,996 | 0.01% | 0.01% | 311 | +129 | 0.37% | Q4 2025 | Feb 10, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 34,102 | 1,982 | 0.71% | 0.78% | 312 | -2,064 | -5.71% | Q4 2025 | Jan 28, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 33,959 | 1,973 | 0.62% | 0.48% | 313 | +6,109 | 21.94% | Q4 2025 | Feb 02, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 33,561 | 1,969 | 0.05% | 0.03% | 314 | +15,003 | 80.84% | Q4 2025 | Feb 17, 2026 |
| TrustBank | History | New | 33,779 | 1,963 | 0.82% | — | 315 | +33,779 | New | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 33,714 | 1,959 | 0.03% | 0.03% | 316 | +2,974 | 9.67% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Reduced | 33,302 | 1,954 | 0.04% | 0.05% | 317 | -832 | -2.44% | Q4 2025 | Jan 28, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 33,593 | 1,952 | 0.61% | 0.45% | 318 | +9,429 | 39.02% | Q4 2025 | Jan 26, 2026 |
| Colonial River Investments, LLC | History | Added to | 33,555 | 1,950 | 0.7% | 0.69% | 319 | +863 | 2.64% | Q4 2025 | Feb 04, 2026 |
| VestGen Advisors, LLC | History | Reduced | 33,387 | 1,940 | 0.08% | 0.07% | 320 | -3,401 | -9.24% | Q4 2025 | Feb 17, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 32,777 | 1,905 | 0.12% | 0.01% | 321 | +28,948 | 756.02% | Q4 2025 | Feb 05, 2026 |
| NCP Inc. | History | Added to | 32,164 | 1,869 | 1.51% | 1.23% | 322 | +3,374 | 11.72% | Q4 2025 | Feb 17, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 32,002 | 1,859 | 0.08% | 0.09% | 323 | +1,260 | 4.1% | Q4 2025 | Jan 28, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 31,229 | 1,815 | 0.04% | 0.01% | 324 | +20,636 | 194.81% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 31,222 | 1,814 | 0.0% | 0.0% | 325 | +17,136 | 121.65% | Q4 2025 | Feb 17, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 30,533 | 1,804 | 0.18% | 0.17% | 326 | +2,177 | 7.68% | Q4 2025 | Feb 17, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 31,025 | 1,803 | 0.3% | 0.55% | 328 | -22,324 | -41.85% | Q4 2025 | Jan 26, 2026 |
| Integrated Advisors Network LLC | History | Added to | 31,039 | 1,803 | 0.08% | 0.07% | 327 | +2,757 | 9.75% | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 31,022 | 1,802 | 0.13% | 0.09% | 329 | +8,124 | 35.48% | Q4 2025 | Feb 12, 2026 |
| IFG Advisory, LLC | History | Added to | 30,950 | 1,798 | 0.08% | 0.08% | 330 | +2,257 | 7.87% | Q4 2025 | Feb 10, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 30,929 | 1,797 | 0.42% | 0.43% | 331 | +520 | 1.71% | Q4 2025 | Jan 30, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 30,706 | 1,784 | 0.48% | 0.14% | 332 | +24,853 | 424.62% | Q4 2025 | Feb 09, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 30,667 | 1,782 | 1.57% | — | 333 | +30,667 | New | Q4 2025 | Jan 07, 2026 |
| Investment Advisory Services Group LLC | History | New | 30,538 | 1,774 | 1.57% | — | 334 | +30,538 | New | Q4 2025 | Feb 04, 2026 |
| US BANCORP \DE\ | History | Added to | 30,480 | 1,771 | 0.0% | 0.0% | 335 | +350 | 1.16% | Q4 2025 | Jan 30, 2026 |
| OPAL CAPITAL LLC | History | New | 33,755 | 1,763 | 0.44% | — | 336 | +33,755 | New | Q4 2025 | Feb 17, 2026 |
| Haverford Trust Co | History | No change | 30,172 | 1,753 | 0.02% | 0.02% | 337 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 30,143 | 1,751 | 0.14% | 0.13% | 338 | -1,911 | -5.96% | Q4 2025 | Jan 23, 2026 |
| Slagle Financial, LLC | History | Added to | 30,039 | 1,745 | 0.61% | 0.4% | 339 | +11,047 | 58.17% | Q4 2025 | Jan 26, 2026 |
| Anderson Financial Strategies, LLC | History | Reduced | 29,815 | 1,732 | 1.01% | 1.36% | 340 | -10,170 | -25.43% | Q4 2025 | Feb 24, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 29,654 | 1,723 | 0.01% | 0.01% | 341 | +409 | 1.4% | Q4 2025 | Feb 12, 2026 |
| Marks Wealth, LLC | History | Added to | 29,144 | 1,693 | 0.57% | 0.49% | 342 | +1,831 | 6.7% | Q4 2025 | Feb 02, 2026 |
| Vise Technologies, Inc. | History | Added to | 29,108 | 1,691 | 0.03% | 0.04% | 343 | +12,548 | 75.77% | Q4 2025 | Feb 11, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 28,449 | 1,651 | 0.04% | 0.03% | 344 | +4,736 | 19.97% | Q4 2025 | Feb 09, 2026 |
| CPC Advisors, LLC | History | Added to | 28,195 | 1,638 | 0.17% | 0.17% | 345 | +178 | 0.64% | Q4 2025 | Jan 28, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 28,140 | 1,635 | 0.16% | 0.22% | 346 | +101 | 0.36% | Q4 2025 | Jan 12, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 28,070 | 1,631 | 0.13% | 0.09% | 347 | +9,340 | 49.87% | Q4 2025 | Jan 23, 2026 |
| LRI Investments, LLC | History | No change | 27,900 | 1,621 | 0.13% | 0.13% | 348 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 27,671 | 1,608 | 0.66% | 0.25% | 349 | +17,846 | 181.64% | Q4 2025 | Jan 26, 2026 |
| Continuum Advisory, LLC | History | Reduced | 27,116 | 1,576 | 0.16% | 0.17% | 350 | -786 | -2.82% | Q4 2025 | Feb 11, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 26,972 | 1,567 | 0.07% | 0.07% | 351 | -659 | -2.39% | Q4 2025 | Feb 10, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 26,956 | 1,566 | 0.61% | 0.69% | 352 | -1,067 | -3.81% | Q4 2025 | Jan 28, 2026 |
| Delta Investment Management, LLC | History | Added to | 26,223 | 1,524 | 0.26% | 0.25% | 353 | +1,522 | 6.16% | Q4 2025 | Jan 30, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 26,058 | 1,514 | 1.31% | 1.37% | 354 | -2,935 | -10.12% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 25,935 | 1,507 | 0.01% | — | 355 | +25,935 | New | Q4 2025 | Feb 18, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 25,874 | 1,503 | 0.72% | 0.75% | 356 | +643 | 2.55% | Q4 2025 | Jan 22, 2026 |
| JSF Financial, LLC | History | Added to | 25,711 | 1,494 | 0.31% | 0.17% | 357 | +12,295 | 91.64% | Q4 2025 | Feb 04, 2026 |
| Teucrium Investment Advisors, LLC | History | New | 25,424 | 1,477 | 1.62% | — | 358 | +25,424 | New | Q4 2025 | Feb 17, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 25,358 | 1,473 | 0.15% | 0.32% | 359 | -29,128 | -53.46% | Q4 2025 | Jan 09, 2026 |
| Sowell Financial Services LLC | History | Reduced | 25,244 | 1,467 | 0.05% | 0.14% | 360 | -39,354 | -60.92% | Q4 2025 | Jan 21, 2026 |
| Melia Wealth LLC | History | Added to | 25,201 | 1,464 | 0.68% | 0.53% | 361 | +4,234 | 20.19% | Q4 2025 | Feb 09, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 24,982 | 1,451 | 0.4% | 0.4% | 362 | +741 | 3.06% | Q4 2025 | Jan 23, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 24,885 | 1,446 | 1.15% | 1.22% | 363 | +120 | 0.48% | Q4 2025 | Jan 21, 2026 |
| Frontier Asset Management, LLC | History | Added to | 24,869 | 1,445 | 0.34% | 0.33% | 364 | +1,835 | 7.97% | Q4 2025 | Feb 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 24,754 | 1,438 | 0.01% | 0.01% | 365 | +19 | 0.08% | Q4 2025 | Jan 28, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 24,497 | 1,423 | 0.15% | 0.09% | 366 | +10,826 | 79.19% | Q4 2025 | Feb 13, 2026 |
| SNS Financial Group, LLC | History | New | 24,203 | 1,420 | 0.12% | — | 367 | +24,203 | New | Q4 2025 | Feb 02, 2026 |
| MBA Advisors LLC | History | Added to | 24,290 | 1,411 | 0.57% | 0.53% | 368 | +2,624 | 12.11% | Q4 2025 | Jan 21, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 24,175 | 1,405 | 0.78% | 0.84% | 369 | -1,963 | -7.51% | Q4 2025 | Jan 30, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 23,888 | 1,388 | 0.44% | 0.46% | 370 | -91 | -0.38% | Q4 2025 | Feb 11, 2026 |
| Newport Capital Group, LLC | History | Added to | 23,216 | 1,349 | 0.82% | 0.82% | 371 | +528 | 2.33% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 23,174 | 1,346 | 0.0% | 0.0% | 372 | +9,235 | 66.25% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Reduced | 23,021 | 1,337 | 0.06% | 0.08% | 373 | -11,619 | -33.54% | Q4 2025 | Jan 27, 2026 |
| Steele Capital Management, Inc. | History | No change | 22,763 | 1,336 | 0.06% | 0.06% | 374 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 22,961 | 1,334 | 0.06% | 0.07% | 375 | +1,323 | 6.11% | Q4 2025 | Feb 05, 2026 |
| Focused Wealth Management, Inc | History | Added to | 22,767 | 1,323 | 0.14% | 0.13% | 376 | +1,710 | 8.12% | Q4 2025 | Jan 29, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 22,569 | 1,311 | 0.57% | 0.56% | 377 | +2,275 | 11.21% | Q4 2025 | Feb 13, 2026 |
| Cogent Private Wealth, Inc. | History | New | 22,211 | 1,290 | 0.98% | — | 378 | +22,211 | New | Q4 2025 | Feb 10, 2026 |
| PKS Advisory Services, LLC | History | Added to | 21,987 | 1,277 | 0.29% | 0.25% | 379 | +971 | 4.62% | Q4 2025 | Feb 02, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 21,537 | 1,259 | 0.61% | 0.97% | 380 | -9,401 | -30.39% | Q4 2025 | Feb 10, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 21,609 | 1,255 | 0.23% | 0.24% | 381 | +8 | 0.04% | Q4 2025 | Feb 09, 2026 |
| Concord Wealth Partners | History | Added to | 21,472 | 1,247 | 0.16% | 0.17% | 382 | +270 | 1.27% | Q4 2025 | Jan 29, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 21,409 | 1,244 | 0.23% | 0.02% | 383 | -127 | -0.59% | Q4 2025 | Mar 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 21,122 | 1,239 | 0.01% | 0.0% | 384 | +1,276 | 6.43% | Q4 2025 | Feb 17, 2026 |
| Finivi Inc. | History | New | 21,157 | 1,229 | 0.71% | — | 385 | +21,157 | New | Q4 2025 | Jan 27, 2026 |
| BROWN ADVISORY INC | History | Added to | 21,116 | 1,227 | 0.0% | 0.0% | 386 | +7,891 | 59.67% | Q4 2025 | Feb 13, 2026 |
| Intrua Financial, LLC | History | Added to | 20,980 | 1,219 | 0.13% | 0.12% | 387 | +1,601 | 8.26% | Q4 2025 | Feb 05, 2026 |
| Procyon Advisors, LLC | History | Added to | 20,887 | 1,213 | 0.06% | 0.07% | 388 | +464 | 2.27% | Q4 2025 | Jan 07, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 20,804 | 1,209 | 0.07% | 0.07% | 389 | -207 | -0.99% | Q4 2025 | Jan 15, 2026 |
| Bauman Advisory Group, LLC | History | New | 20,781 | 1,207 | 0.97% | — | 390 | +20,781 | New | Q4 2025 | Feb 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 20,571 | 1,195 | 0.02% | 0.02% | 391 | +1,788 | 9.52% | Q4 2025 | Feb 11, 2026 |
| Tactive Advisors, LLC | History | Reduced | 20,337 | 1,181 | 0.35% | 0.34% | 392 | -332 | -1.61% | Q4 2025 | Jan 09, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 20,151 | 1,171 | 0.14% | 0.13% | 393 | +1,511 | 8.11% | Q4 2025 | Feb 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 20,112 | 1,168 | 0.32% | 0.31% | 394 | +206 | 1.03% | Q4 2025 | Feb 04, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 20,065 | 1,166 | 0.03% | 0.04% | 395 | -14,048 | -41.18% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 20,074 | 1,166 | 0.0% | 0.0% | 396 | +7,186 | 55.76% | Q4 2025 | Feb 17, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 20,076 | 1,157 | 0.67% | 0.38% | 397 | -351 | -1.72% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 19,758 | 1,148 | 0.01% | 0.01% | 398 | -1,610 | -7.53% | Q4 2025 | Jan 26, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 19,411 | 1,128 | 0.67% | 0.67% | 399 | +67 | 0.35% | Q4 2025 | Feb 05, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 19,378 | 1,126 | 0.65% | 0.57% | 400 | +4,005 | 26.05% | Q4 2025 | Feb 09, 2026 |
| Round Rock Advisors LLC | History | Added to | 19,365 | 1,125 | 0.17% | 0.17% | 401 | +420 | 2.22% | Q4 2025 | Jan 27, 2026 |
| GM Advisory Group, LLC | History | New | 19,346 | 1,124 | 0.04% | — | 402 | +19,346 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 19,246 | 1,118 | 0.0% | 0.0% | 403 | +9,877 | 105.42% | Q4 2025 | Feb 12, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 19,193 | 1,115 | 0.3% | 0.25% | 404 | +5,115 | 36.33% | Q4 2025 | Feb 10, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 19,167 | 1,113 | 0.31% | 0.35% | 405 | +400 | 2.13% | Q4 2025 | Jan 16, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 18,780 | 1,111 | 0.05% | 0.06% | 406 | +920 | 5.15% | Q4 2025 | Feb 03, 2026 |
| Cooper Financial Group | History | Added to | 19,077 | 1,108 | 0.12% | 0.12% | 407 | +64 | 0.34% | Q4 2025 | Jan 08, 2026 |
| Ethos Capital Management, Inc. | History | New | 19,014 | 1,105 | 1.04% | — | 408 | +19,014 | New | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 18,999 | 1,104 | 0.07% | 0.12% | 409 | -11,317 | -37.33% | Q4 2025 | Feb 20, 2026 |
| NCM Capital Management, LLC | History | Added to | 18,961 | 1,102 | 0.41% | 0.41% | 410 | +501 | 2.71% | Q4 2025 | Mar 02, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 18,782 | 1,091 | 0.17% | 0.12% | 411 | +6,196 | 49.23% | Q4 2025 | Feb 04, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 18,693 | 1,086 | 0.24% | 0.51% | 412 | -19,411 | -50.94% | Q4 2025 | Feb 04, 2026 |
| Midwest Trust Co | History | Added to | 18,478 | 1,073 | 0.01% | 0.01% | 413 | +350 | 1.93% | Q4 2025 | Feb 04, 2026 |
| Ruggiero Investments, Inc. | History | New | 18,441 | 1,071 | 0.97% | — | 414 | +18,441 | New | Q4 2025 | Feb 12, 2026 |
| Stirlingshire Investments, Inc. | History | New | 18,140 | 1,064 | 0.94% | — | 415 | +18,140 | New | Q4 2025 | Feb 11, 2026 |
| Owen LaRue, LLC | History | Added to | 18,062 | 1,049 | 0.4% | 0.27% | 416 | +5,930 | 48.88% | Q4 2025 | Feb 05, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 18,021 | 1,047 | 0.3% | 0.33% | 417 | -287 | -1.57% | Q4 2025 | Jan 12, 2026 |
| CVA Family Office, LLC | History | Added to | 17,905 | 1,040 | 0.12% | 0.12% | 418 | +1,872 | 11.68% | Q4 2025 | Jan 12, 2026 |
| NOVEM GROUP | History | Reduced | 17,743 | 1,031 | 0.12% | 0.12% | 419 | -155 | -0.87% | Q4 2025 | Jan 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 17,679 | 1,027 | 0.22% | 0.23% | 420 | -389 | -2.15% | Q4 2025 | Feb 10, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 17,304 | 1,022 | 0.03% | — | 421 | +17,304 | New | Q4 2025 | Feb 13, 2026 |
| Redwood Financial Network Corp | History | Reduced | 17,597 | 1,022 | 0.65% | 0.64% | 422 | -6 | -0.03% | Q4 2025 | Feb 10, 2026 |
| Annex Advisory Services, LLC | History | Added to | 17,520 | 1,018 | 0.02% | 0.02% | 423 | +1,375 | 8.52% | Q4 2025 | Jan 26, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 17,292 | 1,005 | 0.07% | 0.07% | 424 | +810 | 4.91% | Q4 2025 | Apr 02, 2026 |
| Emissary Wealth LLC | History | New | 17,236 | 1,001 | 0.84% | — | 425 | +17,236 | New | Q4 2025 | Jan 27, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 17,158 | 997 | 0.09% | 0.08% | 426 | +620 | 3.75% | Q4 2025 | Jan 26, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 17,119 | 994 | 0.08% | 0.06% | 427 | +3,539 | 26.06% | Q4 2025 | Feb 13, 2026 |
| Abel Hall, LLC | History | No change | 17,100 | 993 | 0.23% | 0.4% | 428 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 17,070 | 992 | 0.18% | 0.2% | 429 | -739 | -4.15% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | Added to | 17,038 | 990 | 0.21% | 0.21% | 430 | +3,288 | 23.91% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 18,918 | 983 | 0.0% | 0.0% | 431 | +8,296 | 78.1% | Q4 2025 | Mar 09, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 16,833 | 978 | 0.36% | 0.3% | 433 | +3,125 | 22.8% | Q4 2025 | Jan 27, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 16,835 | 978 | 0.01% | 0.01% | 432 | -210 | -1.23% | Q4 2025 | Feb 03, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 16,780 | 975 | 0.36% | 1.5% | 434 | -65,465 | -79.6% | Q4 2025 | Feb 05, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 16,749 | 973 | 0.13% | 0.12% | 435 | +1,844 | 12.37% | Q4 2025 | Feb 10, 2026 |
| Xcel Wealth Management, LLC | History | Added to | 16,727 | 972 | 0.25% | 0.24% | 436 | +931 | 5.89% | Q4 2025 | Jan 26, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 16,733 | 972 | 0.36% | 0.37% | 437 | +202 | 1.22% | Q4 2025 | Jan 26, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 16,711 | 971 | 0.04% | 0.03% | 439 | +5,361 | 47.23% | Q4 2025 | Feb 17, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 16,765 | 971 | 0.65% | 0.59% | 438 | +350 | 2.13% | Q4 2025 | Jan 21, 2026 |
| WESBANCO BANK INC | History | Added to | 16,668 | 968 | 0.03% | 0.03% | 440 | +753 | 4.73% | Q4 2025 | Feb 03, 2026 |
| DB&C Advisors, LLC | History | New | 16,628 | 966 | 1.21% | — | 441 | +16,628 | New | Q4 2025 | Feb 11, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 16,618 | 965 | 0.04% | 0.04% | 442 | -121 | -0.72% | Q4 2025 | Jan 06, 2026 |
| Great Diamond Partners, LLC | History | New | 16,582 | 963 | 0.19% | — | 445 | +16,582 | New | Q4 2025 | Feb 06, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 16,579 | 963 | 0.48% | 0.6% | 444 | -3,290 | -16.56% | Q4 2025 | Jan 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 16,581 | 963 | 0.05% | 0.06% | 443 | -858 | -4.92% | Q4 2025 | Feb 10, 2026 |
| Putney Financial Group LLC | History | Added to | 16,480 | 957 | 0.89% | 0.5% | 446 | +7,615 | 85.9% | Q4 2025 | Jan 23, 2026 |
| Lewis Asset Management, LLC | History | Added to | 16,361 | 950 | 0.39% | 0.35% | 447 | +1,498 | 10.08% | Q4 2025 | Jan 15, 2026 |
| Johnson & White Wealth Management, LLC | History | Reduced | 16,318 | 948 | 0.41% | 0.43% | 448 | -126 | -0.77% | Q4 2025 | Feb 05, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 16,293 | 946 | 0.44% | 0.43% | 449 | +281 | 1.75% | Q4 2025 | Jan 26, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Added to | 16,211 | 942 | 0.62% | 0.5% | 450 | +2,694 | 19.93% | Q4 2025 | Jan 22, 2026 |
| Betterment LLC | History | Added to | 16,160 | 939 | 0.0% | 0.0% | 451 | +6,204 | 62.31% | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 16,079 | 934 | 0.04% | 0.04% | 452 | +1,241 | 8.36% | Q4 2025 | Feb 17, 2026 |
| SFMG, LLC | History | New | 16,026 | 931 | 0.06% | — | 453 | +16,026 | New | Q4 2025 | Feb 10, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 15,771 | 925 | 0.09% | 0.08% | 454 | +310 | 2.01% | Q4 2025 | Jan 20, 2026 |
| Helium Advisors LLC | History | Added to | 15,910 | 924 | 0.94% | 0.56% | 456 | +4,268 | 36.66% | Q4 2025 | Feb 12, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 15,914 | 924 | 0.08% | 0.08% | 455 | -228 | -1.41% | Q4 2025 | Jan 21, 2026 |
| Nautilus Advisors LLC | History | Reduced | 15,878 | 922 | 0.6% | 0.62% | 457 | -89 | -0.56% | Q4 2025 | Jan 22, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 15,833 | 920 | 0.01% | 0.01% | 458 | -907 | -5.42% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 15,739 | 914 | 0.6% | 0.69% | 459 | -1,866 | -10.6% | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Reduced | 15,659 | 910 | 0.01% | 0.01% | 460 | -2,659 | -14.52% | Q4 2025 | Feb 10, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 15,587 | 905 | 0.13% | 0.04% | 461 | +11,765 | 307.82% | Q4 2025 | Jan 14, 2026 |
| Bell Bank | History | Reduced | 15,560 | 904 | 0.04% | 0.04% | 462 | -86 | -0.55% | Q4 2025 | Jan 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 15,537 | 903 | 0.01% | 0.01% | 463 | -124 | -0.79% | Q4 2025 | Feb 12, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 15,463 | 898 | 0.73% | 0.74% | 464 | +279 | 1.84% | Q4 2025 | Feb 03, 2026 |
| Corps Capital Advisors, LLC | History | Added to | 15,058 | 875 | 0.91% | 0.94% | 466 | +4,300 | 39.97% | Q4 2025 | Feb 13, 2026 |
| Latitude Advisors, LLC | History | Added to | 15,071 | 875 | 0.39% | 0.39% | 465 | +228 | 1.54% | Q4 2025 | Jan 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 15,000 | 871 | 0.0% | 0.0% | 468 | +3,000 | 25.0% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | Added to | 15,003 | 871 | 0.01% | 0.0% | 467 | +1,836 | 13.94% | Q4 2025 | Feb 13, 2026 |
| 5T Wealth, LLC | History | Reduced | 14,788 | 859 | 0.34% | 0.4% | 469 | -1,175 | -7.36% | Q4 2025 | Jan 27, 2026 |
| Jacobi Capital Management LLC | History | Added to | 14,645 | 851 | 0.05% | 0.05% | 470 | +1,081 | 7.97% | Q4 2025 | Feb 13, 2026 |
| Clay Northam Wealth Management, LLC | History | Added to | 14,515 | 843 | 0.47% | 0.48% | 471 | +3 | 0.02% | Q4 2025 | Feb 17, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 14,314 | 840 | 0.02% | 0.02% | 472 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 14,315 | 837 | 0.36% | 0.38% | 473 | +701 | 5.15% | Q4 2025 | Jan 23, 2026 |
| Palogic Value Management, L.P. | History | New | 14,400 | 836 | 0.35% | — | 474 | +14,400 | New | Q4 2025 | Feb 17, 2026 |
| ARROW FINANCIAL CORP | History | New | 14,174 | 823 | 0.08% | — | 475 | +14,174 | New | Q4 2025 | Feb 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 14,120 | 820 | 0.0% | 0.0% | 476 | +245 | 1.77% | Q4 2025 | Feb 17, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 13,898 | 818 | 0.05% | 0.05% | 477 | -1,085 | -7.24% | Q4 2025 | Jan 26, 2026 |
| Tempo Wealth, LLC | History | New | 14,041 | 816 | 0.15% | — | 479 | +14,041 | New | Q4 2025 | Feb 25, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 14,058 | 816 | 0.01% | 0.01% | 478 | +338 | 2.46% | Q4 2025 | Jan 27, 2026 |
| Chung Wu Investment Group, LLC | History | Reduced | 14,015 | 814 | 0.67% | 0.68% | 480 | -200 | -1.41% | Q4 2025 | Feb 02, 2026 |
| Fermata Advisors, LLC | History | Added to | 13,991 | 813 | 0.2% | 0.2% | 481 | +33 | 0.24% | Q4 2025 | Jan 08, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 13,946 | 810 | 0.42% | 0.09% | 482 | +9,788 | 235.4% | Q4 2025 | Feb 18, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 13,805 | 802 | 0.44% | 0.44% | 483 | +225 | 1.66% | Q4 2025 | Feb 05, 2026 |
| Savvy Advisors, Inc. | History | Added to | 13,726 | 797 | 0.03% | 0.02% | 484 | +5,617 | 69.27% | Q4 2025 | Jan 20, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 13,702 | 796 | 0.05% | 0.05% | 485 | +1,590 | 13.13% | Q4 2025 | Feb 11, 2026 |
| Abbot Financial Management, Inc. | History | Reduced | 13,611 | 791 | 0.33% | 0.34% | 486 | -409 | -2.92% | Q4 2025 | Feb 13, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 13,527 | 786 | 0.34% | 0.25% | 487 | +3,865 | 40.0% | Q4 2025 | Jan 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 13,517 | 785 | 0.06% | 0.06% | 488 | +39 | 0.29% | Q4 2025 | Jan 07, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 13,468 | 782 | 0.16% | 0.17% | 489 | +196 | 1.48% | Q4 2025 | Jan 26, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 13,406 | 779 | 0.03% | 0.04% | 490 | -625 | -4.45% | Q4 2025 | Feb 10, 2026 |
| Skyline Advisors, Inc. | History | Added to | 13,399 | 778 | 0.26% | 0.25% | 491 | +869 | 6.94% | Q4 2025 | Jan 12, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 13,379 | 777 | 0.57% | 0.68% | 492 | -1,876 | -12.3% | Q4 2025 | Feb 17, 2026 |
| Fullerton Advisors, LLC | History | New | 13,352 | 776 | 0.78% | — | 493 | +13,352 | New | Q4 2025 | Feb 02, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 13,339 | 775 | 0.01% | 0.01% | 494 | +1,024 | 8.32% | Q4 2025 | Jan 16, 2026 |
| Aurora Private Wealth, Inc. | History | New | 13,309 | 774 | 0.51% | — | 495 | +13,309 | New | Q4 2025 | Feb 02, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 13,094 | 761 | 0.5% | 0.82% | 496 | -9,254 | -41.41% | Q4 2025 | Feb 10, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 13,062 | 759 | 0.18% | 0.2% | 497 | +31 | 0.24% | Q4 2025 | Feb 02, 2026 |
| Atria Investments, Inc | History | Added to | 12,935 | 751 | 0.01% | 0.01% | 498 | +1,052 | 8.85% | Q4 2025 | Feb 05, 2026 |
| TigerOak Management, L.L.C. | History | Added to | 12,921 | 750 | 0.23% | 0.23% | 499 | +240 | 1.89% | Q4 2025 | Jan 21, 2026 |
| TopTier Wealth Management, LLC | History | New | 12,889 | 749 | 0.51% | — | 500 | +12,889 | New | Q4 2025 | Feb 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 12,879 | 748 | 0.11% | 0.11% | 501 | +132 | 1.04% | Q4 2025 | Feb 10, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 12,867 | 747 | 1.34% | 0.57% | 502 | +7,978 | 163.18% | Q4 2025 | Jan 13, 2026 |
| CAP Partners, LLC | History | Reduced | 12,842 | 746 | 0.42% | 0.45% | 503 | -913 | -6.64% | Q4 2025 | Feb 04, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 12,790 | 743 | 0.27% | 0.28% | 504 | +1,533 | 13.62% | Q4 2025 | Feb 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 12,716 | 739 | 0.03% | 0.01% | 505 | +8,068 | 173.58% | Q4 2025 | Feb 04, 2026 |
| Tandem Financial, LLC | History | Reduced | 12,821 | 728 | 0.87% | 0.3% | 506 | -1,401 | -9.85% | Q4 2025 | Feb 10, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 12,452 | 723 | 0.41% | 0.48% | 507 | -1,707 | -12.06% | Q4 2025 | Jan 06, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 12,393 | 720 | 0.08% | 0.09% | 508 | +40 | 0.32% | Q4 2025 | Jan 12, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 12,202 | 716 | 0.02% | 0.05% | 509 | -12,140 | -49.87% | Q4 2025 | Jan 20, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 12,300 | 714 | 0.03% | 0.03% | 510 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 12,202 | 709 | 0.16% | 0.15% | 511 | +1,772 | 16.99% | Q4 2025 | Jan 09, 2026 |
| Meridian Financial Partners LLC | History | Added to | 12,078 | 708 | 0.28% | 0.28% | 512 | +476 | 4.1% | Q4 2025 | Feb 05, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 12,158 | 706 | 0.18% | 0.18% | 513 | -49 | -0.4% | Q4 2025 | Feb 12, 2026 |
| BLVD Private Wealth, LLC | History | Added to | 12,063 | 701 | 0.61% | 0.59% | 514 | +162 | 1.36% | Q4 2025 | Jan 27, 2026 |
| Strategic Advisors LLC | History | Added to | 11,951 | 694 | 0.11% | 0.08% | 515 | +3,505 | 41.5% | Q4 2025 | Feb 10, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 11,910 | 692 | 0.2% | 0.39% | 516 | -9,668 | -44.8% | Q4 2025 | Jan 20, 2026 |
| FIRST FOUNDATION ADVISORS | History | New | 11,781 | 684 | 0.03% | — | 517 | +11,781 | New | Q4 2025 | Feb 04, 2026 |
| Southland Equity Partners LLC | History | Reduced | 11,768 | 683 | 0.13% | 0.14% | 518 | -445 | -3.64% | Q4 2025 | Jan 14, 2026 |
| Grant Private Wealth Management Inc | History | Added to | 11,750 | 682 | 0.41% | 0.41% | 519 | +251 | 2.18% | Q4 2025 | Jan 05, 2026 |
| Tepp RIA, LLC | History | Added to | 11,669 | 678 | 0.67% | 0.37% | 520 | +6,055 | 107.86% | Q4 2025 | Feb 04, 2026 |
| IMC-Chicago, LLC | History | New | 11,485 | 667 | 0.0% | — | 521 | +11,485 | New | Q4 2025 | Jan 29, 2026 |
| RDA Financial Network | History | Reduced | 11,425 | 664 | 0.16% | 0.17% | 522 | -692 | -5.71% | Q4 2025 | Jan 06, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 11,393 | 662 | 0.24% | 0.01% | 525 | +10,906 | 2239.43% | Q4 2025 | Feb 04, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 11,403 | 662 | 0.12% | 0.15% | 523 | +1,651 | 16.93% | Q4 2025 | Jan 26, 2026 |
| Kelly Financial Services LLC | History | Reduced | 11,399 | 662 | 0.17% | 0.18% | 524 | -408 | -3.46% | Q4 2025 | Jan 13, 2026 |
| ELCO Management Co., LLC | History | Reduced | 11,375 | 661 | 0.42% | 0.34% | 526 | -100 | -0.87% | Q4 2025 | Feb 04, 2026 |
| PATRON PARTNERS, LLC | History | Added to | 11,359 | 660 | 0.29% | 0.25% | 527 | +1,660 | 17.12% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 11,274 | 655 | 0.0% | 0.0% | 528 | +7,574 | 204.7% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 11,015 | 646 | 0.02% | 0.03% | 529 | -1,299 | -10.55% | Q4 2025 | Jan 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 11,057 | 642 | 0.04% | 0.04% | 530 | +298 | 2.77% | Q4 2025 | Jan 08, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 10,878 | 632 | 0.04% | 0.02% | 531 | +6,293 | 137.25% | Q4 2025 | Jan 21, 2026 |
| Advisor Resource Council | History | New | 10,600 | 629 | 0.22% | — | 532 | +10,600 | New | Q4 2025 | Feb 10, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 10,765 | 625 | 0.06% | 0.06% | 533 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Elevation Wealth Management LLC | History | New | 10,584 | 621 | 0.6% | — | 534 | +10,584 | New | Q4 2025 | Feb 12, 2026 |
| Marmo Financial Group, LLC | History | New | 10,608 | 616 | 0.29% | — | 535 | +10,608 | New | Q4 2025 | Feb 03, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 10,586 | 615 | 0.05% | 0.06% | 536 | -2,019 | -16.02% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | Added to | 10,559 | 613 | 0.05% | 0.04% | 537 | +1,940 | 22.51% | Q4 2025 | Jan 29, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 10,547 | 612 | 0.1% | 0.1% | 539 | +1,044 | 10.99% | Q4 2025 | Jan 23, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 10,537 | 612 | 0.07% | 0.07% | 538 | +194 | 1.88% | Q4 2025 | Jan 21, 2026 |
| PCM Encore, LLC | History | New | 10,515 | 611 | 0.13% | — | 540 | +10,515 | New | Q4 2025 | Feb 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 10,500 | 610 | 0.05% | 0.05% | 541 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 10,430 | 606 | 0.28% | 0.31% | 542 | -520 | -4.75% | Q4 2025 | Jan 28, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 10,416 | 605 | 0.03% | 0.05% | 543 | +276 | 2.72% | Q4 2025 | Feb 09, 2026 |
| Significant Wealth Partners LLC | History | New | 10,373 | 602 | 0.67% | — | 544 | +10,373 | New | Q4 2025 | Jan 07, 2026 |
| Pacific Center for Financial Services | History | No change | 10,466 | 601 | 0.15% | 0.15% | 545 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 10,301 | 598 | 0.07% | 0.08% | 546 | -736 | -6.67% | Q4 2025 | Jan 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 10,224 | 594 | 0.01% | — | 547 | +10,224 | New | Q4 2025 | Feb 09, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 10,224 | 594 | 0.03% | 0.03% | 548 | +412 | 4.2% | Q4 2025 | Feb 17, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 10,189 | 592 | 0.04% | 0.04% | 549 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 10,162 | 590 | 0.0% | 0.0% | 550 | +1,601 | 18.7% | Q4 2025 | Feb 10, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 10,148 | 589 | 0.16% | 0.17% | 551 | +101 | 1.01% | Q4 2025 | Jan 26, 2026 |
| Signature Equity Partners, LLC | History | New | 10,109 | 587 | 0.32% | — | 552 | +10,109 | New | Q4 2025 | Feb 17, 2026 |
| MSH Capital Advisors LLC | History | New | 10,055 | 584 | 0.12% | — | 555 | +10,055 | New | Q4 2025 | Feb 09, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 10,055 | 584 | 0.15% | 0.19% | 554 | -2,616 | -20.65% | Q4 2025 | Jan 02, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 10,024 | 584 | 0.13% | 0.12% | 553 | +405 | 4.21% | Q4 2025 | Feb 05, 2026 |
| Harvest Investment Services, LLC | History | Added to | 10,007 | 581 | 0.11% | 0.09% | 556 | +1,927 | 23.85% | Q4 2025 | Feb 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 9,898 | 575 | 0.03% | 0.03% | 558 | +2,257 | 29.54% | Q4 2025 | Jan 20, 2026 |
| BTS Asset Management, Inc. | History | Reduced | 9,904 | 575 | 0.78% | 0.75% | 557 | -345 | -3.37% | Q4 2025 | Jan 26, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 9,869 | 573 | 0.23% | 0.24% | 559 | -120 | -1.2% | Q4 2025 | Feb 13, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 9,846 | 572 | 0.26% | 0.9% | 560 | -23,606 | -70.57% | Q4 2025 | Jan 21, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Added to | 9,838 | 571 | 0.35% | 0.35% | 561 | +465 | 4.96% | Q4 2025 | Jan 20, 2026 |
| Shepherd Financial Partners LLC | History | No change | 9,817 | 570 | 0.05% | 0.05% | 562 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CRA Financial Services, LLC | History | New | 9,708 | 564 | 0.07% | — | 563 | +9,708 | New | Q4 2025 | Jan 16, 2026 |
| Autumn Glory Partners, LLC | History | No change | 9,670 | 562 | 0.2% | 0.23% | 564 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 9,550 | 555 | 0.15% | 0.15% | 565 | -50 | -0.52% | Q4 2025 | Feb 09, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 9,323 | 549 | 0.02% | 0.02% | 566 | +1,411 | 17.83% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 9,458 | 549 | 0.03% | 0.03% | 567 | +273 | 2.97% | Q4 2025 | Feb 18, 2026 |
| Marion Wealth Management | History | Reduced | 9,217 | 545 | 0.12% | 0.13% | 568 | -232 | -2.46% | Q4 2025 | Jan 26, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 9,374 | 544 | 0.17% | 0.2% | 569 | -1,109 | -10.58% | Q4 2025 | Feb 03, 2026 |
| Crewe Advisors LLC | History | Added to | 9,306 | 540 | 0.05% | 0.04% | 570 | +2,245 | 31.79% | Q4 2025 | Jan 16, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 9,181 | 533 | 0.38% | 0.37% | 571 | +566 | 6.57% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 9,155 | 532 | 0.0% | 0.0% | 572 | +2,911 | 46.62% | Q4 2025 | Feb 03, 2026 |
| Allen Capital Group, LLC | History | Added to | 9,141 | 531 | 0.05% | 0.05% | 573 | +489 | 5.65% | Q4 2025 | Feb 09, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 9,121 | 530 | 0.06% | 0.08% | 575 | -3,375 | -27.01% | Q4 2025 | Feb 18, 2026 |
| INDEPENDENT INVESTORS INC | History | Added to | 9,120 | 530 | 0.1% | 0.1% | 574 | +75 | 0.83% | Q4 2025 | Jan 15, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 9,111 | 529 | 0.01% | 0.01% | 576 | +2,893 | 46.53% | Q4 2025 | Feb 10, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 9,080 | 527 | 0.19% | 1.18% | 577 | -46,914 | -83.78% | Q4 2025 | Jan 26, 2026 |
| Strategic Blueprint, LLC | History | New | 9,025 | 524 | 0.03% | — | 578 | +9,025 | New | Q4 2025 | Jan 30, 2026 |
| Clearwave Capital, LLC | History | New | 8,948 | 520 | 0.38% | — | 579 | +8,948 | New | Q4 2025 | Mar 02, 2026 |
| Synergy Investment Management, LLC | History | Added to | 8,921 | 518 | 0.18% | 0.13% | 580 | +2,833 | 46.53% | Q4 2025 | Feb 06, 2026 |
| Westend Capital Management, LLC | History | Reduced | 8,900 | 517 | 0.14% | 0.15% | 581 | -100 | -1.11% | Q4 2025 | Jan 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 8,759 | 514 | 0.01% | 0.02% | 582 | -1,653 | -15.88% | Q4 2025 | Jan 29, 2026 |
| Balboa Wealth Partners | History | Added to | 8,820 | 512 | 0.08% | 0.08% | 583 | +753 | 9.33% | Q4 2025 | Jan 16, 2026 |
| Plan Group Financial, LLC | History | Added to | 8,778 | 510 | 0.13% | 0.08% | 584 | +3,463 | 65.16% | Q4 2025 | Feb 03, 2026 |
| Rothschild Wealth LLC | History | Reduced | 8,710 | 506 | 0.05% | 0.11% | 585 | -259 | -2.89% | Q4 2025 | Feb 17, 2026 |
| Matisse Capital | History | Added to | 8,659 | 503 | 0.22% | 0.19% | 587 | +1,260 | 17.03% | Q4 2025 | Jan 29, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 8,665 | 503 | 0.04% | 0.04% | 586 | +475 | 5.8% | Q4 2025 | Feb 05, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 8,637 | 501 | 0.17% | 0.17% | 588 | -136 | -1.55% | Q4 2025 | Jan 28, 2026 |
| RBA Wealth Management, LLC | History | New | 8,598 | 499 | 0.17% | — | 590 | +8,598 | New | Q4 2025 | Jan 26, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 8,597 | 499 | 0.06% | 0.06% | 589 | -443 | -4.9% | Q4 2025 | Jan 14, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 8,451 | 491 | 0.14% | 0.14% | 591 | +539 | 6.81% | Q4 2025 | Jan 21, 2026 |
| Signal Advisors Wealth, LLC | History | New | 8,321 | 483 | 0.04% | — | 592 | +8,321 | New | Q4 2025 | Jan 13, 2026 |
| Family Investment Center, Inc. | History | Reduced | 8,104 | 474 | 0.1% | 0.1% | 593 | -602 | -6.91% | Q4 2025 | Jan 23, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | New | 8,149 | 473 | 0.32% | — | 596 | +8,149 | New | Q4 2025 | Feb 17, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 8,150 | 473 | 0.07% | 0.06% | 594 | +1,250 | 18.12% | Q4 2025 | Feb 03, 2026 |
| Hilltop Holdings Inc. | History | Added to | 8,154 | 473 | 0.03% | 0.02% | 595 | +1,211 | 17.44% | Q4 2025 | Feb 17, 2026 |
| Darden Wealth Group Inc | History | New | 8,112 | 471 | 0.23% | — | 597 | +8,112 | New | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | Added to | 7,987 | 470 | 0.02% | 0.02% | 598 | +68 | 0.86% | Q4 2025 | Jan 21, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 8,040 | 467 | 0.14% | 0.16% | 599 | -484 | -5.68% | Q4 2025 | Jan 26, 2026 |
| Strong Retirement Solutions LLC | History | New | 7,977 | 463 | 0.31% | — | 600 | +7,977 | New | Q4 2025 | Feb 18, 2026 |
| Legacy Private Trust Co. | History | No change | 7,955 | 462 | 0.03% | 0.03% | 601 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 7,945 | 461 | 0.18% | 0.18% | 602 | -10 | -0.13% | Q4 2025 | Feb 10, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 7,907 | 459 | 0.07% | 0.07% | 603 | -15 | -0.19% | Q4 2025 | Jan 23, 2026 |
| GWN SECURITIES INC. | History | Reduced | 7,846 | 456 | 0.09% | 0.11% | 604 | -270 | -3.33% | Q4 2025 | Feb 11, 2026 |
| Modera Wealth Management, LLC | History | No change | 7,860 | 456 | 0.01% | 0.01% | 605 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 7,787 | 452 | 0.5% | — | 606 | +7,787 | New | Q4 2025 | Feb 05, 2026 |
| Jackson Hole Capital Partners, LLC | History | New | 7,777 | 451 | 0.08% | — | 607 | +7,777 | New | Q4 2025 | Jan 30, 2026 |
| BCS Wealth Management | History | Reduced | 7,769 | 451 | 0.05% | 0.18% | 608 | -6,468 | -45.43% | Q4 2025 | Jan 26, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | New | 7,631 | 450 | 0.12% | — | 609 | +7,631 | New | Q4 2025 | Jan 26, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 7,759 | 450 | 0.34% | 0.36% | 610 | -434 | -5.3% | Q4 2025 | Feb 11, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 7,632 | 449 | 0.18% | 0.57% | 611 | -17,616 | -69.77% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 7,716 | 448 | 0.01% | 0.01% | 612 | +716 | 10.23% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 7,700 | 447 | 0.0% | 0.02% | 613 | -172,600 | -95.73% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 7,649 | 444 | 0.0% | 0.0% | 614 | +7,055 | 1187.71% | Q4 2025 | Feb 17, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 7,518 | 439 | 0.17% | 0.16% | 616 | +370 | 5.18% | Q4 2025 | Feb 05, 2026 |
| Advisor OS, LLC | History | Added to | 7,554 | 439 | 0.04% | 0.04% | 615 | +1 | 0.01% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 7,542 | 438 | 0.01% | 0.0% | 617 | +2,872 | 61.5% | Q4 2025 | Feb 11, 2026 |
| SEARLE & CO. | History | No change | 7,490 | 435 | 0.11% | 0.11% | 618 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Socha Financial Group, LLC | History | Reduced | 7,363 | 427 | 0.21% | 0.19% | 619 | -596 | -7.49% | Q4 2025 | Jan 30, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 7,330 | 426 | 0.07% | — | 620 | +7,330 | New | Q4 2025 | Feb 17, 2026 |
| Fortis Advisors, LLC | History | Added to | 7,326 | 425 | 0.23% | 0.23% | 621 | +183 | 2.56% | Q4 2025 | Feb 10, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Added to | 7,260 | 421 | 0.25% | 0.22% | 622 | +1,048 | 16.87% | Q4 2025 | Jan 12, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 7,236 | 420 | 0.05% | 0.05% | 623 | +307 | 4.43% | Q4 2025 | Feb 06, 2026 |
| Benchmark Financial, LLC | History | New | 7,142 | 415 | 0.41% | — | 624 | +7,142 | New | Q4 2025 | Jan 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 7,090 | 412 | 0.02% | 0.02% | 625 | +152 | 2.19% | Q4 2025 | Jan 07, 2026 |
| Nordwand Advisors, LLC | History | New | 7,025 | 408 | 0.07% | — | 626 | +7,025 | New | Q4 2025 | Feb 03, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 7,035 | 408 | 0.28% | 0.26% | 628 | +600 | 9.32% | Q4 2025 | Jan 22, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 6,965 | 408 | 0.22% | 0.17% | 627 | +156 | 2.29% | Q4 2025 | Feb 02, 2026 |
| Catalyst Investment Management LLC | History | New | 7,007 | 407 | 0.39% | — | 629 | +7,007 | New | Q4 2025 | Feb 20, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | New | 7,000 | 406 | 0.02% | — | 630 | +7,000 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Management, LLC / MS | History | No change | 6,990 | 406 | 0.11% | 0.12% | 631 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Pointe Capital Management LLC | History | Reduced | 6,765 | 393 | 0.19% | 0.21% | 632 | -555 | -7.58% | Q4 2025 | Feb 17, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 6,632 | 385 | 0.03% | 0.03% | 633 | +16 | 0.24% | Q4 2025 | Feb 06, 2026 |
| Milestone Asset Management Group, LLC | History | New | 6,512 | 378 | 0.21% | — | 634 | +6,512 | New | Q4 2025 | Feb 03, 2026 |
| Montecito Bank & Trust | History | Reduced | 6,470 | 376 | 0.06% | 0.07% | 635 | -840 | -11.49% | Q4 2025 | Jan 09, 2026 |
| CENTRAL TRUST Co | History | Added to | 6,463 | 375 | 0.01% | 0.01% | 636 | +1,147 | 21.58% | Q4 2025 | Feb 02, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 6,458 | 375 | 0.06% | 0.07% | 637 | -426 | -6.19% | Q4 2025 | Feb 12, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 6,400 | 371 | 0.05% | 0.05% | 638 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 6,228 | 370 | 0.06% | 0.07% | 639 | -725 | -10.43% | Q4 2025 | Feb 02, 2026 |
| Providence Capital Advisors, LLC | History | New | 6,342 | 368 | 0.06% | — | 640 | +6,342 | New | Q4 2025 | Feb 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 6,201 | 364 | 0.02% | — | 641 | +6,201 | New | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Reduced | 6,254 | 363 | 0.04% | 0.04% | 642 | -140 | -2.19% | Q4 2025 | Feb 03, 2026 |
| Financially in Tune, LLC | History | New | 6,243 | 362 | 0.34% | — | 644 | +6,243 | New | Q4 2025 | Feb 27, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 6,238 | 362 | 0.06% | 0.06% | 643 | -102 | -1.61% | Q4 2025 | Jan 22, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 6,162 | 361 | 0.01% | 0.0% | 645 | +51 | 0.83% | Q4 2025 | Feb 17, 2026 |
| Raub Brock Capital Management LP | History | No change | 6,163 | 358 | 0.08% | 0.08% | 646 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BLODGETT WEALTH ADVISORS, LLC | History | No change | 6,150 | 357 | 0.25% | 0.24% | 647 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Dakota Wealth Management | History | New | 6,136 | 356 | 0.01% | — | 648 | +6,136 | New | Q4 2025 | Jan 13, 2026 |
| Sonoma Allocations LLC | History | Added to | 5,995 | 355 | 0.12% | 0.12% | 649 | +36 | 0.6% | Q4 2025 | Feb 23, 2026 |
| Meadowbrook Wealth Management, LLC | History | No change | 6,114 | 355 | 0.41% | 0.36% | 650 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 6,096 | 354 | 0.0% | 0.0% | 651 | +2,616 | 75.17% | Q4 2025 | Feb 12, 2026 |
| Texas Yale Capital Corp. | History | Added to | 6,025 | 350 | 0.01% | 0.01% | 652 | +750 | 14.22% | Q4 2025 | Feb 10, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 6,013 | 349 | 0.02% | 0.01% | 653 | +2,087 | 53.16% | Q4 2025 | Feb 11, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | New | 6,000 | 348 | 0.22% | — | 654 | +6,000 | New | Q4 2025 | Feb 13, 2026 |
| Blankinship & Foster, LLC | History | New | 6,000 | 348 | 0.08% | — | 656 | +6,000 | New | Q4 2025 | Jan 23, 2026 |
| Financial Sense Advisors, Inc. | History | New | 5,994 | 348 | 0.06% | — | 655 | +5,994 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 5,980 | 347 | 0.11% | — | 657 | +5,980 | New | Q4 2025 | Jan 07, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 5,939 | 345 | 0.0% | 0.01% | 658 | -6,557 | -52.47% | Q4 2025 | Feb 03, 2026 |
| Blue Trust, Inc. | History | Added to | 5,938 | 345 | 0.0% | 0.0% | 659 | +5,234 | 743.47% | Q4 2025 | Jan 16, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Added to | 5,948 | 345 | 0.25% | 0.18% | 660 | +1,998 | 50.58% | Q4 2025 | Feb 20, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 5,892 | 342 | 0.06% | 0.07% | 661 | +52 | 0.89% | Q4 2025 | Jan 30, 2026 |
| Clearstead Trust, LLC | History | Added to | 5,834 | 339 | 0.05% | 0.05% | 662 | +1,001 | 20.71% | Q4 2025 | Feb 09, 2026 |
| Argyle Capital Partners, LLC | History | No change | 5,834 | 339 | 0.25% | 0.24% | 663 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 5,739 | 333 | 0.0% | 0.0% | 664 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Stratos Investment Management, LLC | History | No change | 5,740 | 333 | 0.01% | 0.01% | 665 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 5,720 | 332 | 0.06% | 0.07% | 666 | -785 | -12.07% | Q4 2025 | Jan 23, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | Reduced | 5,700 | 331 | 0.1% | 0.66% | 667 | -28,300 | -83.24% | Q4 2025 | Feb 02, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 5,693 | 330 | 0.22% | — | 669 | +5,693 | New | Q4 2025 | Apr 02, 2026 |
| BankPlus Trust Department | History | No change | 5,692 | 330 | 0.09% | 0.09% | 668 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Strait & Sound Wealth Management LLC | History | Added to | 5,668 | 329 | 0.12% | 0.11% | 670 | +576 | 11.31% | Q4 2025 | Feb 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 5,660 | 328 | 0.0% | 0.0% | 671 | +589 | 11.62% | Q4 2025 | Feb 06, 2026 |
| Edge Financial Advisors LLC | History | New | 5,641 | 327 | 0.14% | — | 673 | +5,641 | New | Q4 2025 | Jan 28, 2026 |
| Trexquant Investment LP | History | Added to | 5,636 | 327 | 0.0% | 0.0% | 672 | +198 | 3.64% | Q4 2025 | Feb 17, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 5,604 | 325 | 0.29% | — | 674 | +5,604 | New | Q4 2025 | Feb 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 5,685 | 324 | 0.44% | 0.29% | 675 | +2,076 | 57.52% | Q4 2025 | Feb 10, 2026 |
| ONE Advisory Partners, LLC | History | No change | 5,562 | 323 | 0.1% | 0.1% | 676 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 5,512 | 320 | 0.22% | 0.25% | 678 | -281 | -4.85% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 5,514 | 320 | 0.0% | 0.0% | 677 | +91 | 1.68% | Q4 2025 | Feb 13, 2026 |
| Thomasville National Bank | History | No change | 5,500 | 319 | 0.02% | 0.02% | 679 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 5,475 | 318 | 0.08% | 0.09% | 680 | +200 | 3.79% | Q4 2025 | Jan 07, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 5,456 | 317 | 0.03% | 0.05% | 681 | -1,612 | -22.81% | Q4 2025 | Jan 22, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 5,440 | 316 | 0.02% | 0.02% | 682 | -600 | -9.93% | Q4 2025 | Jan 09, 2026 |
| Regal Investment Advisors LLC | History | Added to | 5,421 | 315 | 0.02% | 0.02% | 683 | +407 | 8.12% | Q4 2025 | Feb 17, 2026 |
| FOCUSED ALPHA, LLC | History | New | 5,392 | 313 | 0.09% | — | 685 | +5,392 | New | Q4 2025 | Feb 13, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 5,394 | 313 | 0.25% | 0.28% | 684 | -753 | -12.25% | Q4 2025 | Feb 04, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 5,378 | 312 | 0.04% | — | 686 | +5,378 | New | Q4 2025 | Feb 17, 2026 |
| Freestone Capital Holdings, LLC | History | New | 5,362 | 311 | 0.01% | — | 687 | +5,362 | New | Q4 2025 | Jan 23, 2026 |
| Private Capital Advisors, Inc. | History | Reduced | 5,311 | 308 | 0.03% | 0.05% | 688 | -2,575 | -32.65% | Q4 2025 | Feb 09, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 5,285 | 307 | 0.01% | 0.0% | 689 | +1,079 | 25.65% | Q4 2025 | Jan 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,281 | 306 | 0.0% | 0.0% | 690 | +1,164 | 28.27% | Q4 2025 | Jan 20, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 5,248 | 305 | 0.05% | 0.06% | 691 | -164 | -3.03% | Q4 2025 | Feb 06, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | New | 5,245 | 304 | 0.18% | — | 692 | +5,245 | New | Q4 2025 | Jan 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 5,218 | 303 | 0.01% | 0.01% | 693 | +1,397 | 36.56% | Q4 2025 | Jan 21, 2026 |
| Portfolio Strategies, Inc. | History | Added to | 5,223 | 303 | 0.04% | 0.03% | 694 | +198 | 3.94% | Q4 2025 | Jan 27, 2026 |
| Berger Financial Group, Inc | History | Reduced | 5,225 | 303 | 0.02% | 0.02% | 695 | -80 | -1.51% | Q4 2025 | Jan 27, 2026 |
| Redwood Family Wealth LLC | History | New | 5,200 | 302 | 0.3% | — | 698 | +5,200 | New | Q4 2025 | Mar 06, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 5,197 | 302 | 0.15% | 0.13% | 697 | +510 | 10.88% | Q4 2025 | Feb 05, 2026 |
| Secure Asset Management, LLC | History | Added to | 5,200 | 302 | 0.05% | 0.05% | 696 | +54 | 1.05% | Q4 2025 | Jan 20, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 5,191 | 301 | 0.04% | 0.05% | 699 | -842 | -13.96% | Q4 2025 | Feb 12, 2026 |
| Csenge Advisory Group | History | Added to | 5,176 | 300 | 0.01% | 0.01% | 700 | +220 | 4.44% | Q4 2025 | Feb 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 5,171 | 300 | 0.04% | 0.05% | 701 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 5,161 | 299 | 0.04% | 0.03% | 703 | +1,336 | 34.93% | Q4 2025 | Jan 21, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 5,153 | 299 | 0.01% | 0.01% | 702 | +744 | 16.87% | Q4 2025 | Jan 07, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 5,070 | 294 | 0.14% | 0.19% | 704 | -1,500 | -22.83% | Q4 2025 | Jan 16, 2026 |
| HighMark Wealth Management LLC | History | Added to | 5,056 | 293 | 0.12% | 0.12% | 705 | +126 | 2.56% | Q4 2025 | Feb 05, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 5,035 | 292 | 0.02% | 0.02% | 706 | -1,010 | -16.71% | Q4 2025 | Jan 13, 2026 |
| Columbia Asset Management | History | No change | 5,028 | 292 | 0.05% | 0.05% | 707 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 5,037 | 292 | 0.19% | 0.21% | 708 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 5,000 | 290 | 0.12% | 0.19% | 711 | -3,000 | -37.5% | Q4 2025 | Jan 14, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 5,000 | 290 | 0.02% | 0.02% | 709 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Evercore Wealth Management, LLC | History | No change | 5,000 | 290 | 0.0% | 0.0% | 710 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Added to | 4,900 | 284 | 0.12% | 0.1% | 712 | +1,000 | 25.64% | Q4 2025 | Feb 06, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 4,761 | 281 | 0.13% | 0.15% | 713 | +626 | 15.14% | Q4 2025 | Jan 26, 2026 |
| Keystone Financial Group | History | Added to | 4,821 | 280 | 0.02% | 0.02% | 714 | +414 | 9.39% | Q4 2025 | Feb 06, 2026 |
| Aurdan Capital Management, LLC | History | No change | 4,785 | 278 | 0.09% | 0.09% | 715 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SMART Wealth LLC | History | Reduced | 4,770 | 277 | 0.08% | 0.11% | 716 | -93 | -1.91% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,733 | 275 | 0.0% | 0.0% | 717 | -17,852 | -79.04% | Q4 2025 | Mar 25, 2026 |
| Ankerstar Wealth, LLC | History | New | 4,684 | 274 | 0.27% | — | 718 | +4,684 | New | Q4 2025 | Feb 12, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 4,698 | 273 | 0.12% | 0.12% | 719 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | New | 4,661 | 270 | 0.01% | — | 720 | +4,661 | New | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 4,643 | 269 | 0.0% | — | 721 | +4,643 | New | Q4 2025 | Jan 23, 2026 |
| Balefire, LLC | History | Added to | 4,637 | 269 | 0.05% | 0.05% | 722 | +350 | 8.16% | Q4 2025 | Jan 12, 2026 |
| Integrated Wealth Management | History | New | 4,600 | 267 | 0.3% | — | 724 | +4,600 | New | Q4 2025 | Mar 03, 2026 |
| Redwood Wealth Management Group, LLC | History | No change | 4,600 | 267 | 0.11% | 0.11% | 723 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Inspire Advisors, LLC | History | New | 4,521 | 262 | 0.02% | — | 725 | +4,521 | New | Q4 2025 | Feb 13, 2026 |
| HAMEL ASSOCIATES, INC. | History | Added to | 4,466 | 259 | 0.08% | 0.06% | 726 | +888 | 24.82% | Q4 2025 | Feb 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 4,459 | 259 | 0.03% | 0.03% | 727 | -171 | -3.69% | Q4 2025 | Jan 27, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Added to | 4,435 | 257 | 0.18% | 0.17% | 728 | +315 | 7.65% | Q4 2025 | Jan 27, 2026 |
| Fisher Asset Management, LLC | History | New | 4,405 | 256 | 0.0% | — | 729 | +4,405 | New | Q4 2025 | Feb 09, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Added to | 4,341 | 252 | 0.11% | 0.11% | 731 | +6 | 0.14% | Q4 2025 | Feb 02, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 4,344 | 252 | 0.02% | 0.02% | 730 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Private Wealth Asset Management, LLC | History | New | 4,319 | 251 | 0.03% | — | 733 | +4,319 | New | Q4 2025 | Feb 10, 2026 |
| Realta Investment Advisors | History | Added to | 4,324 | 251 | 0.08% | 0.08% | 732 | +120 | 2.85% | Q4 2025 | Jan 20, 2026 |
| Apollon Financial, LLC | History | New | 4,289 | 249 | 0.04% | — | 735 | +4,289 | New | Q4 2025 | Jan 22, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 4,300 | 249 | 0.04% | 0.04% | 734 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Novak & Powell Financial Services, Inc. | History | New | 4,274 | 248 | 0.13% | — | 736 | +4,274 | New | Q4 2025 | Feb 10, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 4,261 | 247 | 0.04% | 0.06% | 738 | -97,739 | -95.82% | Q4 2025 | Feb 18, 2026 |
| Fairvoy Private Wealth, LLC | History | New | 4,250 | 247 | 0.06% | — | 739 | +4,250 | New | Q4 2025 | Jan 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 4,257 | 247 | 0.02% | 0.02% | 737 | -23 | -0.54% | Q4 2025 | Feb 13, 2026 |
| Clarendon Private LLC | History | No change | 4,240 | 246 | 0.21% | 0.22% | 740 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TFC Financial Management, Inc. | History | Added to | 4,228 | 245 | 0.03% | 0.02% | 741 | +2,044 | 93.59% | Q4 2025 | Jan 23, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | New | 4,200 | 244 | 0.05% | — | 742 | +4,200 | New | Q4 2025 | Jan 13, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 4,176 | 242 | 0.1% | 0.1% | 743 | +176 | 4.4% | Q4 2025 | Jan 22, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 4,157 | 241 | 0.01% | 0.01% | 744 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Welch Financial Planning, LLC | History | New | 4,139 | 240 | 0.17% | — | 745 | +4,139 | New | Q4 2025 | Feb 02, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 4,111 | 238 | 0.1% | 0.11% | 747 | -481 | -10.47% | Q4 2025 | Jan 22, 2026 |
| Family Manage LLC | History | No change | 4,100 | 238 | 0.03% | 0.03% | 746 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Worth Financial Advisory Group, LLC | History | New | 4,079 | 237 | 0.11% | — | 748 | +4,079 | New | Q4 2025 | Jan 16, 2026 |
| Red Mountain Financial, LLC | History | Added to | 4,090 | 237 | 0.23% | 0.21% | 749 | +530 | 14.89% | Q4 2025 | Jan 26, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 4,067 | 236 | 0.13% | 0.13% | 750 | -151 | -3.58% | Q4 2025 | Feb 24, 2026 |
| Trivium Point Advisory, LLC | History | New | 4,053 | 235 | 0.02% | — | 751 | +4,053 | New | Q4 2025 | Jan 26, 2026 |
| Forum Financial Management, LP | History | No change | 4,017 | 233 | 0.0% | 0.0% | 752 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | No change | 4,000 | 232 | 0.13% | 0.1% | 753 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 3,975 | 231 | 0.05% | 0.02% | 754 | +2,288 | 135.63% | Q4 2025 | Feb 04, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 3,969 | 230 | 0.24% | 0.22% | 755 | -386 | -8.86% | Q4 2025 | Jan 16, 2026 |
| WealthPLAN Partners, LLC | History | New | 3,954 | 229 | 0.03% | — | 758 | +3,954 | New | Q4 2025 | Feb 12, 2026 |
| CFO4Life Group, LLC | History | Reduced | 3,952 | 229 | 0.03% | 0.04% | 759 | -763 | -16.18% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,944 | 229 | 0.0% | 0.0% | 756 | -11 | -0.28% | Q4 2025 | Feb 11, 2026 |
| Welch Group, LLC | History | No change | 3,950 | 229 | 0.01% | 0.01% | 757 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Claro Advisors Inc. | History | No change | 3,955 | 229 | 0.03% | 0.03% | 760 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bay Rivers Group | History | Added to | 3,921 | 227 | 0.09% | 0.09% | 761 | +6 | 0.15% | Q4 2025 | Jan 07, 2026 |
| Sequent Planning LLC | History | Reduced | 3,894 | 226 | 0.06% | 0.45% | 762 | -23,608 | -85.84% | Q4 2025 | Feb 05, 2026 |
| Goldenstone Wealth Management LLC | History | New | 3,893 | 226 | 0.17% | — | 763 | +3,893 | New | Q4 2025 | Feb 06, 2026 |
| Cascade Financial Partners, LLC | History | No change | 3,886 | 225 | 0.02% | 0.03% | 764 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| McAdam, LLC | History | Reduced | 3,840 | 223 | 0.01% | 0.01% | 765 | -1,003 | -20.71% | Q4 2025 | Feb 13, 2026 |
| High Falls Advisors, Inc | History | New | 3,784 | 219 | 0.04% | — | 766 | +3,784 | New | Q4 2025 | Feb 18, 2026 |
| Tidemark, LLC | History | Reduced | 3,780 | 219 | 0.06% | 0.07% | 767 | -269 | -6.64% | Q4 2025 | Feb 10, 2026 |
| CERTUITY, LLC | History | No change | 3,766 | 218 | 0.01% | 0.01% | 768 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| XML Financial, LLC | History | Reduced | 3,750 | 217 | 0.02% | 0.03% | 770 | -2,505 | -40.05% | Q4 2025 | Feb 11, 2026 |
| SkyOak Wealth, LLC | History | No change | 3,750 | 217 | 0.04% | 0.04% | 769 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 3,668 | 215 | 0.06% | 0.06% | 771 | +68 | 1.89% | Q4 2025 | Feb 11, 2026 |
| Tranquility Partners, LLC | History | Reduced | 3,687 | 214 | 0.08% | 0.07% | 772 | -133 | -3.48% | Q4 2025 | Feb 03, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 3,674 | 213 | 0.1% | — | 775 | +3,674 | New | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | New | 3,672 | 213 | 0.02% | — | 773 | +3,672 | New | Q4 2025 | Feb 04, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 3,676 | 213 | 0.09% | 0.09% | 774 | +173 | 4.94% | Q4 2025 | Jan 29, 2026 |
| OPINICUS CAPITAL, INC. | History | New | 3,654 | 212 | 0.15% | — | 777 | +3,654 | New | Q4 2025 | Feb 04, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 3,662 | 212 | 0.02% | 0.02% | 776 | +86 | 2.4% | Q4 2025 | Jan 29, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | New | 3,619 | 210 | 0.1% | — | 778 | +3,619 | New | Q4 2025 | Feb 06, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 3,600 | 209 | 0.05% | 0.37% | 782 | -22,575 | -86.25% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,613 | 209 | 0.0% | 0.0% | 779 | +1,741 | 93.0% | Q4 2025 | Feb 02, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 3,607 | 209 | 0.02% | 0.02% | 780 | -1,291 | -26.36% | Q4 2025 | Feb 17, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 3,608 | 209 | 0.31% | 0.04% | 781 | -1,044 | -22.44% | Q4 2025 | Feb 18, 2026 |
| Colonial Trust Co / SC | History | Reduced | 3,605 | 209 | 0.03% | 0.03% | 783 | -9 | -0.25% | Q4 2025 | Feb 12, 2026 |
| Burford Brothers, Inc. | History | No change | 3,587 | 208 | 0.09% | 0.09% | 784 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Signature Wealth Management Partners, LLC | History | New | 3,547 | 206 | 0.1% | — | 786 | +3,547 | New | Q4 2025 | Feb 02, 2026 |
| Capital Square, LLC | History | No change | 3,558 | 206 | 0.11% | 0.1% | 785 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MRA Advisory Group | History | New | 3,528 | 205 | 0.09% | — | 787 | +3,528 | New | Q4 2025 | Jan 16, 2026 |
| Sun Financial Inc | History | New | 3,496 | 203 | 0.11% | — | 791 | +3,496 | New | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,502 | 203 | 0.01% | 0.0% | 790 | +2,524 | 258.08% | Q4 2025 | Jan 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 3,506 | 203 | 0.02% | 0.01% | 789 | +2,311 | 193.39% | Q4 2025 | Jan 28, 2026 |
| WoodTrust Financial Corp | History | No change | 3,500 | 203 | 0.02% | 0.02% | 788 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SWMG, LLC | History | New | 3,482 | 202 | 0.06% | — | 792 | +3,482 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,475 | 201 | 0.02% | — | 793 | +3,475 | New | Q4 2025 | Feb 13, 2026 |
| Requisite Capital Management, LLC | History | Reduced | 3,424 | 200 | 0.04% | 0.16% | 794 | -13,495 | -79.76% | Q4 2025 | Feb 05, 2026 |
| Motiv8 Investments LLC | History | New | 3,444 | 200 | 0.11% | — | 795 | +3,444 | New | Q4 2025 | Feb 13, 2026 |
| BFSG, LLC | History | Added to | 3,372 | 195 | 0.02% | 0.02% | 796 | +43 | 1.29% | Q4 2025 | Jan 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 3,324 | 193 | 0.0% | — | 797 | +3,324 | New | Q4 2025 | Feb 13, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 3,005 | 175 | 0.05% | 0.05% | 798 | +112 | 3.87% | Q4 2025 | Feb 13, 2026 |
| Park Place Capital Corp | History | New | 3,000 | 174 | 0.04% | — | 800 | +3,000 | New | Q4 2025 | Jan 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 2,970 | 174 | 0.0% | 0.0% | 799 | -800 | -21.22% | Q4 2025 | Jan 26, 2026 |