J.P. Morgan Exchange-Traded Fund Trust - JMST
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,973,128 | 202,391 | 0.13% | 0.13% | 1 | +192,499 | 5.09% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,956,783 | 201,558 | 0.01% | 0.01% | 2 | +170,229 | 4.5% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 3,024,296 | 154,057 | 0.04% | 0.04% | 3 | +54,500 | 1.84% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,177,912 | 110,942 | 0.72% | 0.6% | 4 | +444,793 | 25.66% | Q4 2025 | Jan 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,481,928 | 75,489 | 0.01% | 0.01% | 5 | +136,125 | 10.11% | Q4 2025 | Feb 13, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 1,432,023 | 73,068 | 4.02% | 4.22% | 6 | +11,620 | 0.82% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 1,381,769 | 70,387 | 0.0% | 0.0% | 7 | +167 | 0.01% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,339,176 | 68,217 | 0.0% | 0.0% | 8 | +138,673 | 11.55% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,268,731 | 64,692 | 0.09% | 0.08% | 9 | +198,260 | 18.52% | Q4 2025 | Jan 08, 2026 |
| NorthRock Partners, LLC | History | Added to | 1,184,016 | 60,313 | 1.02% | 0.96% | 10 | +147,479 | 14.23% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,172,070 | 59,732 | 5.28% | 5.27% | 11 | +22,032 | 1.92% | Q4 2025 | Jan 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,099,786 | 56,023 | 0.01% | 0.01% | 12 | +177,944 | 19.3% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 1,048,120 | 53,391 | 0.01% | 0.01% | 13 | +9,339 | 0.9% | Q4 2025 | Jan 29, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 1,018,379 | 51,876 | 1.24% | 1.32% | 14 | -32,514 | -3.09% | Q4 2025 | Feb 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 894,113 | 45,546 | 0.01% | 0.01% | 15 | -12,472 | -1.38% | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Added to | 893,211 | 45,506 | 0.06% | 0.03% | 16 | +520,911 | 139.92% | Q4 2025 | Mar 09, 2026 |
| Mariner, LLC | History | Added to | 888,937 | 45,282 | 0.05% | 0.05% | 17 | +97,892 | 12.38% | Q4 2025 | Feb 13, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 754,000 | 38,408 | 7.12% | 7.53% | 18 | +1,644 | 0.22% | Q4 2025 | Jan 30, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 707,636 | 36,114 | 2.78% | 2.87% | 19 | +25,812 | 3.79% | Q4 2025 | Jan 16, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 689,620 | 35,232 | 2.28% | 2.32% | 20 | +32,667 | 4.97% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 657,456 | 33,491 | 0.05% | 0.05% | 21 | -29,176 | -4.25% | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 617,884 | 31,475 | 0.46% | 0.44% | 22 | +44,473 | 7.76% | Q4 2025 | Feb 09, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 615,055 | 31,330 | 4.29% | 4.33% | 23 | +15,629 | 2.61% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 591,728 | 30,142 | 0.0% | — | 24 | +591,728 | New | Q4 2025 | Feb 17, 2026 |
| Sage Mountain Advisors LLC | History | New | 590,000 | 30,054 | 1.59% | — | 25 | +590,000 | New | Q4 2025 | Jan 23, 2026 |
| AlphaCore Capital LLC | History | Added to | 582,811 | 29,750 | 0.66% | 0.85% | 26 | +85,971 | 17.3% | Q4 2025 | Feb 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 533,422 | 27,172 | 0.1% | 0.07% | 27 | +123,715 | 30.2% | Q4 2025 | Jan 30, 2026 |
| Cerity Partners LLC | History | Reduced | 525,168 | 26,752 | 0.04% | 0.04% | 28 | -11,036 | -2.06% | Q4 2025 | Feb 11, 2026 |
| Global Wealth Management, LLC | History | Reduced | 522,702 | 26,626 | 14.33% | 14.24% | 29 | -8,880 | -1.67% | Q4 2025 | Jan 26, 2026 |
| Trust Co | History | Added to | 503,857 | 25,666 | 2.41% | 2.3% | 30 | +63,732 | 14.48% | Q4 2025 | Jan 15, 2026 |
| Focus Partners Wealth | History | Added to | 493,519 | 25,163 | 0.03% | 0.03% | 31 | +165,179 | 50.31% | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 493,050 | 25,116 | 0.7% | 0.44% | 32 | +356,972 | 262.33% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 466,576 | 23,767 | 0.03% | 0.03% | 33 | +18,221 | 4.06% | Q4 2025 | Feb 06, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 462,390 | 23,554 | 0.36% | 0.31% | 34 | +75,894 | 19.64% | Q4 2025 | Jan 22, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 440,879 | 22,458 | 0.81% | 0.99% | 35 | -84,511 | -16.09% | Q4 2025 | Jan 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 433,117 | 22,063 | 0.06% | 0.03% | 36 | +187,545 | 76.37% | Q4 2025 | Feb 05, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 432,204 | 22,016 | 2.15% | 2.09% | 37 | +22,109 | 5.39% | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 412,846 | 21,030 | 0.25% | 0.27% | 38 | -187,126 | -31.19% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 392,805 | 20,009 | 0.02% | 0.02% | 39 | +123,144 | 45.67% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 390,535 | 19,893 | 0.01% | 0.0% | 40 | +121,782 | 45.31% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 366,323 | 18,660 | 0.04% | 0.04% | 41 | +9,158 | 2.56% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 353,511 | 18,008 | 0.05% | 0.06% | 42 | -6,576 | -1.83% | Q4 2025 | Jan 26, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 342,711 | 17,457 | 2.61% | 0.53% | 43 | +279,117 | 438.9% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 337,701 | 17,202 | 0.02% | 0.03% | 44 | -189,107 | -35.9% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 329,297 | 16,774 | 0.19% | 0.23% | 45 | -70,551 | -17.64% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 323,330 | 16,470 | 0.29% | 0.31% | 46 | +39,033 | 13.73% | Q4 2025 | Feb 19, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 322,233 | 16,414 | 0.01% | 0.01% | 47 | +69,587 | 27.54% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 319,849 | 16,293 | 0.0% | 0.0% | 48 | +30,290 | 10.46% | Q4 2025 | Feb 11, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 297,129 | 15,135 | 1.26% | 1.14% | 49 | +43,792 | 17.29% | Q4 2025 | Feb 09, 2026 |
| Auxano Advisors, LLC | History | Added to | 293,259 | 14,938 | 2.95% | 3.18% | 50 | +448 | 0.15% | Q4 2025 | Feb 06, 2026 |
| SouthState Bank Corp | History | Added to | 286,731 | 14,606 | 0.65% | 0.01% | 51 | +282,280 | 6341.95% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 283,816 | 14,458 | 0.04% | 0.05% | 52 | -20,008 | -6.59% | Q4 2025 | Feb 10, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 281,874 | 14,372 | 0.58% | 0.54% | 53 | +34,766 | 14.07% | Q4 2025 | Jan 09, 2026 |
| Boothe Investment Group, Inc. | History | Added to | 266,990 | 13,600 | 4.87% | 4.81% | 54 | +9,638 | 3.75% | Q4 2025 | Feb 03, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 265,768 | 13,538 | 2.8% | 2.8% | 55 | +12,049 | 4.75% | Q4 2025 | Jan 05, 2026 |
| Oak Harvest Investment Services | History | Added to | 262,409 | 13,367 | 1.46% | 1.47% | 56 | +15,628 | 6.33% | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 252,574 | 12,866 | 0.05% | 0.05% | 57 | +23,238 | 10.13% | Q4 2025 | Feb 18, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 247,572 | 12,611 | 0.46% | 0.49% | 58 | -8,331 | -3.26% | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Reduced | 246,506 | 12,557 | 0.06% | 0.07% | 59 | -20,626 | -7.72% | Q4 2025 | Feb 17, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Reduced | 237,529 | 12,099 | 2.88% | 3.25% | 60 | -19,319 | -7.52% | Q4 2025 | Jan 26, 2026 |
| Dynasty Wealth Management, LLC | History | New | 233,996 | 11,919 | 0.12% | — | 61 | +233,996 | New | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 232,838 | 11,866 | 0.02% | 0.04% | 62 | -162,476 | -41.1% | Q4 2025 | Feb 05, 2026 |
| TD Capital Management LLC | History | Reduced | 230,340 | 11,733 | 1.04% | 1.13% | 63 | -15,019 | -6.12% | Q4 2025 | Feb 26, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 224,544 | 11,438 | 0.01% | 0.01% | 64 | -186 | -0.08% | Q4 2025 | Feb 13, 2026 |
| Principle Wealth Partners LLC | History | Added to | 222,970 | 11,358 | 0.64% | 0.65% | 65 | +2,944 | 1.34% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 215,564 | 10,980 | 0.02% | 0.02% | 66 | -20,683 | -8.75% | Q4 2025 | Mar 16, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 212,930 | 10,847 | 0.21% | 0.21% | 67 | +10,429 | 5.15% | Q4 2025 | Feb 12, 2026 |
| Gradient Investments LLC | History | Added to | 208,967 | 10,644 | 0.17% | 0.12% | 68 | +63,204 | 43.36% | Q4 2025 | Jan 08, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 208,448 | 10,618 | 2.77% | 2.92% | 69 | +2,735 | 1.33% | Q4 2025 | Jan 26, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 205,738 | 10,480 | 0.46% | — | 70 | +205,738 | New | Q4 2025 | Jan 29, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 201,640 | 10,271 | 0.41% | 0.36% | 71 | +36,350 | 21.99% | Q4 2025 | Jan 14, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 201,509 | 10,264 | 0.43% | 0.55% | 72 | -50,672 | -20.09% | Q4 2025 | Jan 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 192,256 | 9,793 | 0.05% | 0.05% | 73 | +34,232 | 21.66% | Q4 2025 | Feb 03, 2026 |
| Phoenix Wealth Advisors | History | Added to | 186,898 | 9,520 | 3.66% | 3.62% | 74 | +2,200 | 1.19% | Q4 2025 | Jan 22, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 180,770 | 9,208 | 2.88% | 2.44% | 75 | +35,565 | 24.49% | Q4 2025 | Feb 10, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 173,479 | 8,855 | 0.12% | 0.1% | 76 | +37,323 | 27.41% | Q4 2025 | Jan 30, 2026 |
| IF Advisors, LLC | History | New | 170,850 | 8,703 | 7.07% | — | 77 | +170,850 | New | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 168,696 | 8,593 | 0.01% | 0.01% | 78 | +51,937 | 44.48% | Q4 2025 | Feb 18, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 166,353 | 8,474 | 0.06% | 0.05% | 79 | +36,048 | 27.66% | Q4 2025 | Feb 13, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 161,970 | 8,250 | 1.51% | 1.33% | 80 | +23,030 | 16.58% | Q4 2025 | Jan 26, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 160,542 | 8,177 | 0.22% | 0.23% | 81 | -7,485 | -4.45% | Q4 2025 | Jan 22, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 160,095 | 8,155 | 1.55% | 1.36% | 82 | +16,925 | 11.82% | Q4 2025 | Jan 21, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 155,119 | 7,901 | 0.69% | 0.8% | 83 | -20,121 | -11.48% | Q4 2025 | Feb 06, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 154,332 | 7,861 | 2.48% | 2.63% | 84 | +8,705 | 5.98% | Q4 2025 | Jan 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 152,464 | 7,766 | 0.08% | 0.08% | 85 | +47,183 | 44.82% | Q4 2025 | Jan 23, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 150,610 | 7,672 | 0.73% | 0.62% | 86 | +38,320 | 34.13% | Q4 2025 | Feb 13, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 147,604 | 7,518 | 1.14% | 1.05% | 87 | +12,984 | 9.64% | Q4 2025 | Feb 11, 2026 |
| REGIONS FINANCIAL CORP | History | New | 144,287 | 7,349 | 0.05% | — | 88 | +144,287 | New | Q4 2025 | Jan 27, 2026 |
| Capital Analysts, LLC | History | Added to | 143,485 | 7,309 | 0.22% | 0.2% | 89 | +12,283 | 9.36% | Q4 2025 | Feb 11, 2026 |
| Elequin Capital, LP | History | Reduced | 140,871 | 7,175 | 0.53% | 0.68% | 90 | -106,330 | -43.01% | Q4 2025 | Feb 17, 2026 |
| Sierra Capital LLC | History | Added to | 137,619 | 7,010 | 0.74% | 0.55% | 91 | +39,244 | 39.89% | Q4 2025 | Feb 18, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 136,298 | 6,943 | 0.31% | 0.31% | 92 | +11,370 | 9.1% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | Reduced | 133,743 | 6,812 | 0.13% | 0.14% | 93 | -390 | -0.29% | Q4 2025 | Feb 02, 2026 |
| Summit Financial, LLC | History | Reduced | 131,096 | 6,692 | 0.1% | 0.1% | 94 | -3,035 | -2.26% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 130,874 | 6,666 | 0.03% | — | 95 | +130,874 | New | Q4 2025 | Feb 18, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 129,239 | 6,583 | 0.6% | 0.51% | 96 | +23,010 | 21.66% | Q4 2025 | Feb 10, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 128,944 | 6,568 | 0.74% | 0.74% | 97 | +8,460 | 7.02% | Q4 2025 | Feb 17, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 124,583 | 6,346 | 1.84% | 1.83% | 98 | +4,717 | 3.94% | Q4 2025 | Jan 08, 2026 |
| Valeo Financial Advisors, LLC | History | New | 121,913 | 6,210 | 0.14% | — | 99 | +121,913 | New | Q4 2025 | Feb 04, 2026 |
| SOL Capital Management CO | History | Added to | 119,865 | 6,106 | 0.55% | 0.55% | 100 | +355 | 0.3% | Q4 2025 | Jan 30, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 119,572 | 6,091 | 0.4% | 0.41% | 101 | +1,140 | 0.96% | Q4 2025 | Jan 09, 2026 |
| MY Wealth Management Inc. | History | Reduced | 118,875 | 6,055 | 5.28% | 11.14% | 102 | -129,907 | -52.22% | Q4 2025 | Feb 10, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 115,968 | 5,907 | 0.41% | 0.4% | 103 | +10,086 | 9.53% | Q4 2025 | Jan 16, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 115,430 | 5,880 | 0.37% | 0.35% | 104 | +1,654 | 1.45% | Q4 2025 | Jan 21, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 114,199 | 5,817 | 1.32% | 1.31% | 105 | +8,750 | 8.3% | Q4 2025 | Jan 26, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 112,931 | 5,752 | 0.11% | 0.09% | 106 | +28,498 | 33.75% | Q4 2025 | Jan 14, 2026 |
| VestGen Advisors, LLC | History | New | 112,070 | 5,708 | 0.24% | — | 108 | +112,070 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 112,063 | 5,708 | 0.01% | 0.01% | 107 | +30,743 | 37.8% | Q4 2025 | Feb 13, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 109,200 | 5,562 | 2.01% | 2.17% | 109 | -2,000 | -1.8% | Q4 2025 | Feb 02, 2026 |
| BOKF, NA | History | Added to | 107,883 | 5,495 | 0.08% | 0.08% | 110 | +7,934 | 7.94% | Q4 2025 | Feb 03, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 105,217 | 5,370 | 0.07% | 0.06% | 111 | +13,536 | 14.76% | Q4 2025 | Feb 03, 2026 |
| StrongBox Wealth, LLC | History | Added to | 103,916 | 5,293 | 1.74% | 1.64% | 112 | +9,009 | 9.49% | Q4 2025 | Jan 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 103,325 | 5,263 | 0.03% | 0.02% | 113 | +49,872 | 93.3% | Q4 2025 | Jan 29, 2026 |
| PDS Planning, Inc | History | Reduced | 102,658 | 5,229 | 0.35% | 0.37% | 114 | -1,408 | -1.35% | Q4 2025 | Jan 26, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 102,008 | 5,196 | 1.09% | 1.08% | 115 | +3,919 | 4.0% | Q4 2025 | Jan 12, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 101,368 | 5,163 | 0.7% | 0.1% | 116 | +87,485 | 630.16% | Q4 2025 | Jan 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 101,267 | 5,158 | 0.06% | 0.05% | 117 | +26,061 | 34.65% | Q4 2025 | Jan 20, 2026 |
| J.Safra Asset Management Corp | History | Added to | 100,621 | 5,125 | 0.27% | 0.28% | 118 | +10,433 | 11.57% | Q4 2025 | Feb 11, 2026 |
| Aspen Wealth Management LLC | History | Added to | 99,648 | 5,076 | 1.07% | 0.81% | 119 | +27,861 | 38.81% | Q4 2025 | Jan 05, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 98,716 | 5,028 | 0.53% | 0.45% | 120 | +18,399 | 22.91% | Q4 2025 | Jan 09, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 97,202 | 4,951 | 0.2% | 0.17% | 121 | +18,212 | 23.06% | Q4 2025 | Jan 16, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 96,972 | 4,939 | 0.12% | 0.14% | 122 | -7,971 | -7.6% | Q4 2025 | Jan 28, 2026 |
| Able Wealth Management LLC | History | Added to | 96,467 | 4,914 | 1.55% | 1.24% | 123 | +31,840 | 49.27% | Q4 2025 | Jan 27, 2026 |
| One Capital Management, LLC | History | Reduced | 96,241 | 4,902 | 0.15% | 0.28% | 124 | -74,874 | -43.76% | Q4 2025 | Feb 10, 2026 |
| Essex Financial Services, Inc. | History | Added to | 94,035 | 4,790 | 0.27% | 0.28% | 125 | +2,051 | 2.23% | Q4 2025 | Feb 10, 2026 |
| SkyOak Wealth, LLC | History | Added to | 93,741 | 4,775 | 0.86% | 0.84% | 126 | +6,143 | 7.01% | Q4 2025 | Feb 05, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Reduced | 93,628 | 4,769 | 0.82% | 0.89% | 127 | -2,693 | -2.8% | Q4 2025 | Jan 29, 2026 |
| CFO4Life Group, LLC | History | Reduced | 93,476 | 4,761 | 0.68% | 0.73% | 128 | -5,568 | -5.62% | Q4 2025 | Feb 06, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 92,960 | 4,735 | 0.15% | 0.22% | 129 | -226 | -0.24% | Q4 2025 | Jan 20, 2026 |
| Ancora Advisors LLC | History | Added to | 92,180 | 4,695 | 0.1% | 0.09% | 130 | +6,133 | 7.13% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 92,056 | 4,689 | 0.1% | 0.11% | 131 | -1,630 | -1.74% | Q4 2025 | Feb 02, 2026 |
| LPWM LLC | History | Added to | 91,984 | 4,685 | 1.18% | 1.2% | 132 | +4,138 | 4.71% | Q4 2025 | Jan 06, 2026 |
| ERn Financial, LLC | History | Added to | 91,152 | 4,643 | 0.87% | 0.88% | 133 | +3,721 | 4.26% | Q4 2025 | Jan 15, 2026 |
| Jupiter Wealth Management LLC | History | Added to | 90,000 | 4,598 | 2.05% | 1.93% | 134 | +10,000 | 12.5% | Q4 2025 | Feb 13, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 89,579 | 4,563 | 1.05% | 1.3% | 135 | -17,777 | -16.56% | Q4 2025 | Jan 15, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Reduced | 89,055 | 4,536 | 0.74% | 0.73% | 136 | -2,350 | -2.57% | Q4 2025 | Feb 02, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 88,078 | 4,496 | 0.99% | 1.01% | 137 | -2,439 | -2.69% | Q4 2025 | Feb 13, 2026 |
| IMZ Advisory Inc | History | Added to | 85,025 | 4,331 | 1.59% | 1.61% | 138 | +349 | 0.41% | Q4 2025 | Jan 21, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 83,730 | 4,265 | 0.99% | 0.74% | 139 | +7,762 | 10.22% | Q4 2025 | Feb 17, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 83,600 | 4,258 | 0.22% | 0.21% | 140 | +1,600 | 1.95% | Q4 2025 | Feb 17, 2026 |
| Boulder Wealth Advisors, LLC | History | Reduced | 82,199 | 4,187 | 1.77% | 3.78% | 141 | -77,143 | -48.41% | Q4 2025 | Feb 05, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 81,769 | 4,165 | 0.19% | 0.33% | 142 | -40,175 | -32.95% | Q4 2025 | Jan 14, 2026 |
| NavPoint Financial, Inc. | History | Added to | 81,742 | 4,163 | 1.78% | 2.08% | 143 | +4,088 | 5.26% | Q4 2025 | Jan 20, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 81,440 | 4,148 | 0.35% | 0.37% | 144 | -1,970 | -2.36% | Q4 2025 | Feb 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 79,991 | 4,074 | 0.01% | 0.01% | 145 | +1,181 | 1.5% | Q4 2025 | Feb 02, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 78,397 | 3,993 | 0.1% | 0.1% | 146 | +4,103 | 5.52% | Q4 2025 | Jan 23, 2026 |
| Perennial Advisors, LLC | History | Added to | 78,171 | 3,982 | 0.67% | 0.67% | 147 | +2,618 | 3.47% | Q4 2025 | Jan 12, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 77,731 | 3,959 | 0.55% | 0.77% | 148 | -26,404 | -25.36% | Q4 2025 | Feb 06, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 75,279 | 3,834 | 0.14% | 0.07% | 149 | +36,608 | 94.67% | Q4 2025 | Jan 23, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 75,232 | 3,832 | 2.62% | 2.82% | 150 | -1,841 | -2.39% | Q4 2025 | Feb 09, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 74,832 | 3,811 | 0.53% | 0.26% | 151 | +42,571 | 131.96% | Q4 2025 | Jan 21, 2026 |
| Mainsail Financial Group, LLC | History | New | 74,774 | 3,808 | 1.58% | — | 152 | +74,774 | New | Q4 2025 | Jan 23, 2026 |
| KM Capital Management Ltd. | History | Reduced | 74,766 | 3,808 | 1.95% | 1.89% | 153 | -5,240 | -6.55% | Q4 2025 | Feb 17, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 73,666 | 3,752 | 0.96% | 1.01% | 154 | -2,527 | -3.32% | Q4 2025 | Jan 07, 2026 |
| Parallel Advisors, LLC | History | Reduced | 72,965 | 3,716 | 0.07% | 0.08% | 155 | -15,517 | -17.54% | Q4 2025 | Feb 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 72,375 | 3,686 | 0.14% | 0.01% | 156 | +69,462 | 2384.55% | Q4 2025 | Feb 04, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 69,474 | 3,538 | 1.4% | 1.97% | 157 | -25,404 | -26.78% | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 69,374 | 3,533 | 0.03% | 0.04% | 158 | -38,008 | -35.4% | Q4 2025 | Feb 12, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 68,670 | 3,498 | 0.39% | 0.42% | 159 | -1,679 | -2.39% | Q4 2025 | Jan 08, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 68,317 | 3,480 | 0.49% | 2.07% | 160 | -3,518 | -4.9% | Q4 2025 | Feb 18, 2026 |
| Legacy Private Trust Co. | History | Reduced | 67,150 | 3,420 | 0.2% | 0.46% | 161 | -84,292 | -55.66% | Q4 2025 | Jan 08, 2026 |
| NCM Capital Management, LLC | History | Added to | 66,765 | 3,401 | 1.26% | 1.26% | 162 | +3,035 | 4.76% | Q4 2025 | Mar 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 66,317 | 3,378 | 0.06% | 0.07% | 163 | +6,004 | 9.95% | Q4 2025 | Feb 06, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 65,022 | 3,312 | 0.28% | 0.37% | 164 | -17,368 | -21.08% | Q4 2025 | Jan 21, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Added to | 64,766 | 3,299 | 1.49% | 1.45% | 165 | +4,124 | 6.8% | Q4 2025 | Feb 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 63,151 | 3,216 | 0.9% | 0.8% | 166 | +5,048 | 8.69% | Q4 2025 | Jan 15, 2026 |
| Sigma Planning Corp | History | Added to | 61,329 | 3,124 | 0.09% | 0.09% | 167 | +1,648 | 2.76% | Q4 2025 | Jan 30, 2026 |
| Rossmore Private Capital | History | Added to | 60,732 | 3,100 | 0.28% | 0.28% | 168 | +9,899 | 19.47% | Q4 2025 | Feb 05, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 60,435 | 3,078 | 0.17% | 0.07% | 169 | +34,724 | 135.06% | Q4 2025 | Jan 13, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 60,427 | 3,078 | 1.69% | 1.68% | 170 | +1,670 | 2.84% | Q4 2025 | Feb 13, 2026 |
| Wills Financial Group LLC | History | New | 60,249 | 3,069 | 1.17% | — | 171 | +60,249 | New | Q4 2025 | Feb 11, 2026 |
| Invariant Investment Management | History | New | 59,569 | 3,039 | 1.95% | — | 172 | +59,569 | New | Q4 2025 | Jan 26, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 58,853 | 2,997 | 0.05% | 0.06% | 173 | -359 | -0.61% | Q4 2025 | Feb 17, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 58,573 | 2,983 | 0.83% | 0.84% | 174 | +1,329 | 2.32% | Q4 2025 | Jan 07, 2026 |
| IFP Advisors, Inc | History | Added to | 58,339 | 2,971 | 0.07% | 0.08% | 175 | +1,435 | 2.52% | Q4 2025 | Feb 06, 2026 |
| Evergreen Wealth Partners LLC | History | New | 56,579 | 2,882 | 2.43% | — | 176 | +56,579 | New | Q4 2025 | Feb 05, 2026 |
| Sargent Investment Group, LLC | History | Added to | 56,171 | 2,861 | 0.36% | 0.36% | 177 | +6,070 | 12.12% | Q4 2025 | Feb 13, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 54,768 | 2,789 | 1.55% | 1.42% | 178 | +2,277 | 4.34% | Q4 2025 | Jan 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 54,602 | 2,781 | 0.05% | — | 179 | +54,602 | New | Q4 2025 | Jan 07, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 54,488 | 2,775 | 1.19% | 1.28% | 180 | +1,206 | 2.26% | Q4 2025 | Jan 21, 2026 |
| Cooper Financial Group | History | Reduced | 53,575 | 2,729 | 0.29% | 0.89% | 181 | -104,685 | -66.15% | Q4 2025 | Jan 08, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 53,410 | 2,720 | 0.52% | 0.39% | 182 | -1,900 | -3.44% | Q4 2025 | Feb 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 51,652 | 2,631 | 0.08% | 0.09% | 183 | -8,477 | -14.1% | Q4 2025 | Jan 09, 2026 |
| Syverson Strege & Co | History | Added to | 51,553 | 2,626 | 0.62% | 0.61% | 184 | +1,831 | 3.68% | Q4 2025 | Feb 09, 2026 |
| IHT Wealth Management, LLC | History | Added to | 50,418 | 2,568 | 0.06% | 0.06% | 185 | +4,403 | 9.57% | Q4 2025 | Feb 17, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 50,000 | 2,547 | 0.43% | 0.46% | 186 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Selby Wealth Management, LLC | History | New | 49,219 | 2,507 | 1.01% | — | 187 | +49,219 | New | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 49,187 | 2,505 | 0.13% | 0.06% | 188 | +27,439 | 126.17% | Q4 2025 | Jan 20, 2026 |
| Skyline Advisors, Inc. | History | Added to | 47,474 | 2,418 | 0.81% | 0.82% | 189 | +568 | 1.21% | Q4 2025 | Jan 12, 2026 |
| Klingman & Associates, LLC | History | Added to | 47,429 | 2,416 | 0.12% | 0.09% | 190 | +13,008 | 37.79% | Q4 2025 | Jan 29, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 47,276 | 2,408 | 0.49% | 0.51% | 191 | -210 | -0.44% | Q4 2025 | Jan 21, 2026 |
| BAILARD, INC. | History | Reduced | 46,771 | 2,382 | 0.05% | 0.07% | 192 | -12,934 | -21.66% | Q4 2025 | Feb 04, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 46,431 | 2,365 | 0.18% | 0.06% | 193 | +26,731 | 135.69% | Q4 2025 | Feb 17, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 46,281 | 2,357 | 0.27% | 0.27% | 194 | +294 | 0.64% | Q4 2025 | Jan 20, 2026 |
| Summit Place Financial Advisors, LLC | History | Added to | 45,150 | 2,299 | 1.11% | 0.48% | 195 | +25,255 | 126.94% | Q4 2025 | Feb 02, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 44,694 | 2,276 | 0.04% | 0.05% | 196 | +1,291 | 2.97% | Q4 2025 | Jan 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 44,301 | 2,256 | 0.02% | 0.02% | 197 | +1,401 | 3.27% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 44,240 | 2,253 | 0.02% | — | 198 | +44,240 | New | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 44,118 | 2,247 | 0.0% | 0.0% | 199 | +26,621 | 152.15% | Q4 2025 | Mar 25, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 43,899 | 2,236 | 0.76% | 0.82% | 200 | -3,060 | -6.52% | Q4 2025 | Jan 22, 2026 |
| Second Line Capital, LLC | History | New | 43,311 | 2,210 | 0.45% | — | 201 | +43,311 | New | Q4 2025 | Feb 17, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 43,389 | 2,210 | 0.41% | 0.33% | 202 | +7,015 | 19.29% | Q4 2025 | Jan 27, 2026 |
| &PARTNERS | History | Added to | 43,294 | 2,205 | 0.01% | 0.01% | 203 | +3,919 | 9.95% | Q4 2025 | Feb 17, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | New | 42,836 | 2,182 | 1.03% | — | 204 | +42,836 | New | Q4 2025 | Jan 29, 2026 |
| Directional Asset Management | History | New | 42,353 | 2,157 | 1.89% | — | 206 | +42,353 | New | Q4 2025 | Jan 29, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 42,266 | 2,157 | 0.08% | 0.08% | 205 | -1,493 | -3.41% | Q4 2025 | Jan 12, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 41,973 | 2,138 | 0.6% | 0.62% | 207 | -1,787 | -4.08% | Q4 2025 | Jan 13, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 41,494 | 2,118 | 0.56% | 0.84% | 208 | -22,603 | -35.26% | Q4 2025 | Feb 10, 2026 |
| Ariadne Wealth Management, LP | History | No change | 40,926 | 2,090 | 0.86% | 0.93% | 209 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 40,191 | 2,047 | 0.14% | 0.17% | 210 | -6,712 | -14.31% | Q4 2025 | Feb 20, 2026 |
| Aprio Wealth Management, LLC | History | New | 39,600 | 2,017 | 0.12% | — | 211 | +39,600 | New | Q4 2025 | Jan 29, 2026 |
| Circle Wealth Management, LLC | History | No change | 39,460 | 2,010 | 0.03% | 0.04% | 212 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 39,191 | 1,996 | 0.03% | 0.02% | 213 | +17,214 | 78.33% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 39,096 | 1,991 | 0.1% | 0.09% | 214 | +9,989 | 34.32% | Q4 2025 | Feb 10, 2026 |
| FULTON BANK, N.A. | History | Reduced | 38,739 | 1,973 | 0.07% | 0.1% | 215 | -17,810 | -31.49% | Q4 2025 | Jan 08, 2026 |
| Red Mountain Financial, LLC | History | Added to | 38,657 | 1,969 | 1.93% | 1.92% | 216 | +1,673 | 4.52% | Q4 2025 | Jan 26, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 38,575 | 1,965 | 0.83% | 0.91% | 217 | -883 | -2.24% | Q4 2025 | Feb 02, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 38,474 | 1,959 | 0.02% | 0.02% | 218 | +4,647 | 13.74% | Q4 2025 | Feb 13, 2026 |
| BFSG, LLC | History | Added to | 38,420 | 1,957 | 0.19% | 0.19% | 219 | +395 | 1.04% | Q4 2025 | Jan 22, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 38,244 | 1,948 | 0.53% | 0.77% | 220 | +1,961 | 5.4% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | Added to | 37,931 | 1,932 | 0.0% | 0.0% | 221 | +5,586 | 17.27% | Q4 2025 | Jan 23, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 36,697 | 1,869 | 1.36% | 1.36% | 222 | +2,470 | 7.22% | Q4 2025 | Jan 21, 2026 |
| Bolthouse Investments, LLC | History | Added to | 36,445 | 1,856 | 1.65% | 0.78% | 223 | +19,650 | 117.0% | Q4 2025 | Jan 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 36,286 | 1,848 | 0.01% | 0.01% | 224 | -5,089 | -12.3% | Q4 2025 | Feb 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 35,946 | 1,831 | 0.12% | 0.12% | 225 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 35,398 | 1,803 | 0.3% | 0.29% | 226 | +1,185 | 3.46% | Q4 2025 | Jan 22, 2026 |
| PECAUT & CO. | History | Added to | 35,232 | 1,794 | 0.58% | 0.58% | 227 | +115 | 0.33% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 35,025 | 1,784 | 0.03% | 0.01% | 228 | +17,974 | 105.41% | Q4 2025 | Feb 17, 2026 |
| Bramshill Investments, LLC | History | Reduced | 34,847 | 1,775 | 0.1% | 0.13% | 229 | -2,000 | -5.43% | Q4 2025 | Feb 17, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 34,808 | 1,773 | 0.14% | 0.12% | 231 | +5,701 | 19.59% | Q4 2025 | Feb 17, 2026 |
| New Capital Management LP | History | Reduced | 34,815 | 1,773 | 0.45% | 0.52% | 230 | -3,828 | -9.91% | Q4 2025 | Jan 20, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 34,730 | 1,769 | 0.49% | 0.6% | 232 | -7,945 | -18.62% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Added to | 34,675 | 1,766 | 0.01% | 0.01% | 233 | +133 | 0.39% | Q4 2025 | Feb 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 34,658 | 1,765 | 0.14% | 0.13% | 234 | +2,298 | 7.1% | Q4 2025 | Jan 23, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 34,138 | 1,738 | 0.04% | — | 235 | +34,138 | New | Q4 2025 | Feb 17, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 33,831 | 1,723 | 0.2% | 0.17% | 236 | +5,604 | 19.85% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 33,277 | 1,695 | 0.0% | 0.0% | 237 | +1,041 | 3.23% | Q4 2025 | Feb 06, 2026 |
| Kooman & Associates | History | Added to | 33,169 | 1,689 | 0.5% | 0.48% | 238 | +2,506 | 8.17% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Reduced | 32,711 | 1,666 | 0.0% | 0.0% | 239 | -8,287 | -20.21% | Q4 2025 | Feb 17, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 32,650 | 1,663 | 0.46% | 0.7% | 240 | -14,817 | -31.22% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 32,614 | 1,661 | 0.03% | 0.04% | 241 | -2,146 | -6.17% | Q4 2025 | Feb 09, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 32,300 | 1,645 | 0.11% | 0.14% | 242 | -7,154 | -18.13% | Q4 2025 | Jan 13, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 32,028 | 1,631 | 1.07% | 1.14% | 243 | -2,987 | -8.53% | Q4 2025 | Jan 22, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 31,800 | 1,619 | 0.19% | 0.22% | 244 | -2,500 | -7.29% | Q4 2025 | Jan 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 31,714 | 1,615 | 0.05% | 0.05% | 245 | +125 | 0.4% | Q4 2025 | Jan 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 31,657 | 1,612 | 0.02% | 0.02% | 246 | +1,116 | 3.65% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Added to | 31,295 | 1,597 | 0.85% | 0.66% | 247 | +1,483 | 4.97% | Q4 2025 | Feb 12, 2026 |
| BayBridge Capital Group, LLC | History | Added to | 31,115 | 1,584 | 0.98% | 0.83% | 248 | +5,604 | 21.97% | Q4 2025 | Jan 16, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 30,966 | 1,577 | 0.09% | 0.11% | 249 | -615 | -1.95% | Q4 2025 | Feb 10, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 30,562 | 1,566 | 0.52% | 0.53% | 250 | +298 | 0.98% | Q4 2025 | Feb 05, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 30,444 | 1,550 | 0.35% | 0.36% | 251 | +550 | 1.84% | Q4 2025 | Jan 21, 2026 |
| Apex Wealth Management, LLC | History | Reduced | 30,350 | 1,549 | 1.57% | 5.13% | 252 | -110,112 | -78.39% | Q4 2025 | Jan 26, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 30,107 | 1,533 | 0.68% | 0.69% | 253 | -154 | -0.51% | Q4 2025 | Feb 05, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 29,761 | 1,516 | 0.6% | — | 254 | +29,761 | New | Q4 2025 | Feb 17, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 29,565 | 1,506 | 0.28% | 0.3% | 255 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Security Financial Services, INC. | History | Added to | 29,015 | 1,478 | 0.23% | 0.17% | 256 | +8,855 | 43.92% | Q4 2025 | Jan 27, 2026 |
| Strategic Wealth Advisors LLC | History | New | 28,993 | 1,476 | 1.26% | — | 257 | +28,993 | New | Q4 2025 | Feb 03, 2026 |
| Leverty Financial Group, LLC | History | Added to | 28,591 | 1,456 | 0.35% | 0.26% | 258 | +9,134 | 46.94% | Q4 2025 | Jan 09, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 28,570 | 1,455 | 0.33% | 0.21% | 259 | +11,258 | 65.03% | Q4 2025 | Jan 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 27,888 | 1,420 | 0.03% | 0.01% | 260 | +21,450 | 333.18% | Q4 2025 | Feb 11, 2026 |
| Clark Capital Management Group, Inc. | History | New | 27,773 | 1,414 | 0.01% | — | 261 | +27,773 | New | Q4 2025 | Feb 17, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 27,400 | 1,398 | 0.24% | 0.14% | 262 | +12,675 | 86.08% | Q4 2025 | Jan 12, 2026 |
| Keudell/Morrison Wealth Management | History | New | 27,304 | 1,390 | 0.29% | — | 263 | +27,304 | New | Q4 2025 | Feb 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 26,970 | 1,373 | 0.02% | — | 265 | +26,970 | New | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 26,965 | 1,373 | 0.01% | 0.01% | 264 | -1,298 | -4.59% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 26,801 | 1,365 | 0.01% | 0.01% | 266 | +6,936 | 34.92% | Q4 2025 | Feb 18, 2026 |
| United Advisor Group, LLC | History | Reduced | 26,517 | 1,350 | 0.17% | 0.18% | 267 | -64 | -0.24% | Q4 2025 | Jan 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 26,395 | 1,344 | 0.02% | 0.01% | 268 | +15,179 | 135.33% | Q4 2025 | Feb 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 26,228 | 1,336 | 0.02% | 0.02% | 269 | +556 | 2.17% | Q4 2025 | Jan 26, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 25,923 | 1,320 | 0.44% | 0.39% | 270 | +4,215 | 19.42% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 25,885 | 1,318 | 0.01% | 0.01% | 271 | -1,612 | -5.86% | Q4 2025 | Feb 12, 2026 |
| Core Wealth Advisors, Inc. | History | Reduced | 25,756 | 1,312 | 0.34% | 0.34% | 272 | -41 | -0.16% | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 25,708 | 1,309 | 0.21% | 0.21% | 273 | +588 | 2.34% | Q4 2025 | Jan 20, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 25,508 | 1,299 | 0.38% | 0.54% | 274 | -7,698 | -23.18% | Q4 2025 | Feb 09, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 25,381 | 1,292 | 0.17% | 0.21% | 275 | -2,585 | -9.24% | Q4 2025 | Jan 09, 2026 |
| MORGAN STANLEY | History | Added to | 25,159 | 1,281 | 0.0% | 0.0% | 276 | +6,554 | 35.23% | Q4 2025 | Feb 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 24,990 | 1,272 | 0.08% | 0.08% | 277 | +1,914 | 8.29% | Q4 2025 | Jan 27, 2026 |
| NewSquare Capital LLC | History | Reduced | 23,773 | 1,210 | 0.11% | 0.09% | 278 | -3,214 | -11.91% | Q4 2025 | Feb 17, 2026 |
| Bristlecone Value Partners, LLC | History | New | 23,560 | 1,200 | 1.38% | — | 279 | +23,560 | New | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 23,467 | 1,195 | 0.01% | — | 280 | +23,467 | New | Q4 2025 | Jan 05, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 23,018 | 1,172 | 0.3% | 2.56% | 281 | -183,553 | -88.86% | Q4 2025 | Jan 09, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 22,915 | 1,167 | 0.46% | 0.56% | 282 | -2,549 | -10.01% | Q4 2025 | Feb 03, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 22,895 | 1,166 | 0.15% | 0.16% | 283 | -861 | -3.62% | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 22,807 | 1,161 | 0.1% | 0.12% | 284 | -3,754 | -14.13% | Q4 2025 | Jan 26, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 22,683 | 1,155 | 0.02% | 0.02% | 285 | -1,901 | -7.73% | Q4 2025 | Jan 22, 2026 |
| KWMG, LLC | History | Reduced | 22,575 | 1,149 | 0.1% | 0.11% | 286 | -3,113 | -12.12% | Q4 2025 | Jan 16, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 22,517 | 1,147 | 0.05% | 0.18% | 287 | -51,894 | -69.74% | Q4 2025 | Jan 22, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 22,489 | 1,145 | 0.49% | 0.59% | 288 | -2,876 | -11.34% | Q4 2025 | Jan 22, 2026 |
| Essex Bank | History | Added to | 22,461 | 1,143 | 0.25% | 0.14% | 289 | +10,000 | 80.25% | Q4 2025 | Feb 02, 2026 |
| Waverly Advisors, LLC | History | Added to | 22,249 | 1,133 | 0.01% | 0.01% | 290 | +3,716 | 20.05% | Q4 2025 | Feb 17, 2026 |
| URS Advisory LLC | History | New | 22,179 | 1,129 | 0.94% | — | 291 | +22,179 | New | Q4 2025 | Feb 17, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 21,562 | 1,098 | 0.85% | 1.02% | 292 | -4,121 | -16.05% | Q4 2025 | Feb 10, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 21,501 | 1,095 | 0.0% | — | 293 | +21,501 | New | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 21,339 | 1,087 | 0.0% | 0.0% | 294 | +2,819 | 15.22% | Q4 2025 | Feb 11, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 21,231 | 1,081 | 0.53% | — | 295 | +21,231 | New | Q4 2025 | Feb 25, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 20,867 | 1,064 | 0.3% | 0.33% | 296 | -456 | -2.14% | Q4 2025 | Feb 09, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 20,301 | 1,034 | 0.62% | 0.64% | 297 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 20,285 | 1,033 | 0.11% | 0.11% | 298 | +1,962 | 10.71% | Q4 2025 | Feb 18, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 20,190 | 1,030 | 0.05% | — | 299 | +20,190 | New | Q4 2025 | Feb 12, 2026 |
| Tranquility Partners, LLC | History | No change | 20,049 | 1,021 | 0.37% | 0.35% | 300 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Allen Capital Group, LLC | History | Added to | 19,813 | 1,009 | 0.09% | 0.07% | 301 | +5,644 | 39.83% | Q4 2025 | Feb 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 19,690 | 1,003 | 0.01% | — | 302 | +19,690 | New | Q4 2025 | Feb 06, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 19,659 | 1,003 | 0.14% | — | 303 | +19,659 | New | Q4 2025 | Feb 20, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 19,654 | 1,001 | 0.03% | 0.12% | 304 | -36,817 | -65.2% | Q4 2025 | Feb 13, 2026 |
| Aries Wealth Management | History | Added to | 19,670 | 1,001 | 0.22% | 0.07% | 305 | +14,240 | 262.25% | Q4 2025 | Jan 30, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 19,595 | 998 | 0.14% | 0.16% | 306 | -1,697 | -7.97% | Q4 2025 | Jan 14, 2026 |
| Stark Wealth Management LLC | History | New | 19,502 | 993 | 3.73% | — | 307 | +19,502 | New | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Added to | 19,311 | 983 | 0.06% | 0.05% | 308 | +2,436 | 14.44% | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 19,102 | 973 | 0.06% | 0.06% | 309 | +448 | 2.4% | Q4 2025 | Feb 18, 2026 |
| OPAL CAPITAL LLC | History | New | 19,002 | 970 | 0.24% | — | 310 | +19,002 | New | Q4 2025 | Feb 17, 2026 |
| Gateway Wealth Partners, LLC | History | New | 19,032 | 969 | 0.11% | — | 311 | +19,032 | New | Q4 2025 | Feb 11, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 19,002 | 967 | 0.08% | 0.05% | 312 | +9,228 | 94.41% | Q4 2025 | Feb 04, 2026 |
| JNBA Financial Advisors | History | No change | 18,907 | 963 | 0.08% | 0.09% | 313 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 18,656 | 950 | 0.33% | 0.38% | 314 | +186 | 1.01% | Q4 2025 | Feb 09, 2026 |
| OLIO Financial Planning | History | Added to | 18,564 | 945 | 0.27% | 0.25% | 315 | +1,701 | 10.09% | Q4 2025 | Jan 21, 2026 |
| WEBSTER BANK, N. A. | History | No change | 18,294 | 931 | 0.09% | 0.09% | 316 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 18,139 | 924 | 0.02% | 0.14% | 317 | -82,077 | -81.9% | Q4 2025 | Feb 09, 2026 |
| Argo Wealth Advisory, LLC | History | New | 17,787 | 906 | 0.54% | — | 318 | +17,787 | New | Q4 2025 | Jan 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 17,472 | 891 | 0.06% | 0.06% | 319 | +1,145 | 7.01% | Q4 2025 | Jan 15, 2026 |
| Investment Advisory Services Group LLC | History | New | 17,098 | 870 | 0.77% | — | 320 | +17,098 | New | Q4 2025 | Feb 04, 2026 |
| Entelevest, LLC | History | New | 16,887 | 860 | 0.86% | — | 321 | +16,887 | New | Q4 2025 | Feb 11, 2026 |
| Marion Wealth Management | History | Added to | 16,708 | 853 | 0.19% | 0.17% | 322 | +2,562 | 18.11% | Q4 2025 | Jan 26, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 16,751 | 853 | 0.26% | 0.26% | 323 | +528 | 3.25% | Q4 2025 | Jan 22, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 16,738 | 852 | 0.31% | 0.31% | 324 | +833 | 5.24% | Q4 2025 | Feb 04, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 16,521 | 841 | 0.05% | 0.04% | 325 | +5,790 | 53.96% | Q4 2025 | Jan 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 16,473 | 839 | 0.14% | 0.1% | 326 | +5,149 | 45.47% | Q4 2025 | Feb 10, 2026 |
| Apella Capital, LLC | History | Added to | 16,461 | 838 | 0.02% | 0.02% | 327 | +72 | 0.44% | Q4 2025 | Jan 21, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 16,375 | 834 | 0.25% | 0.35% | 328 | -3,108 | -15.95% | Q4 2025 | Jan 15, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 16,334 | 832 | 0.55% | 0.54% | 329 | +2,936 | 21.91% | Q4 2025 | Feb 09, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 16,185 | 824 | 0.04% | 0.11% | 330 | -34,206 | -67.88% | Q4 2025 | Feb 17, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 16,165 | 823 | 0.05% | 0.05% | 331 | -344 | -2.08% | Q4 2025 | Feb 13, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 16,000 | 815 | 0.27% | 0.11% | 332 | +10,000 | 166.67% | Q4 2025 | Feb 03, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 15,828 | 806 | 0.11% | 0.15% | 333 | -4,008 | -20.21% | Q4 2025 | Jan 23, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Reduced | 15,737 | 803 | 0.33% | 0.35% | 334 | -200 | -1.25% | Q4 2025 | Feb 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 15,612 | 795 | 0.04% | — | 335 | +15,612 | New | Q4 2025 | Jan 07, 2026 |
| Claro Advisors Inc. | History | Reduced | 15,559 | 792 | 0.11% | 0.12% | 336 | -292 | -1.84% | Q4 2025 | Feb 17, 2026 |
| Sound Portfolio Advisors, LLC | History | New | 15,392 | 784 | 0.66% | — | 337 | +15,392 | New | Q4 2025 | Feb 05, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 15,283 | 769 | 0.09% | 0.1% | 338 | -1,390 | -8.34% | Q4 2025 | Jan 29, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 14,902 | 759 | 0.61% | 0.61% | 339 | +101 | 0.68% | Q4 2025 | Jan 06, 2026 |
| Mattson Financial Services, LLC | History | Added to | 14,875 | 757 | 0.18% | 0.14% | 340 | +3,171 | 27.09% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 14,771 | 752 | 0.0% | 0.0% | 341 | +373 | 2.59% | Q4 2025 | Jan 29, 2026 |
| Red Door Wealth Management, LLC | History | New | 14,695 | 748 | 0.08% | — | 342 | +14,695 | New | Q4 2025 | Jan 20, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 14,600 | 743 | 0.23% | 0.22% | 343 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 14,523 | 739 | 0.12% | 0.12% | 344 | +404 | 2.86% | Q4 2025 | Feb 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 14,401 | 734 | 0.01% | 0.01% | 345 | -344 | -2.33% | Q4 2025 | Feb 10, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 14,181 | 724 | 0.7% | — | 346 | +14,181 | New | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 14,200 | 723 | 0.04% | 0.03% | 347 | +5 | 0.04% | Q4 2025 | Jan 30, 2026 |
| Centurion Wealth Management LLC | History | No change | 14,043 | 715 | 0.16% | 0.16% | 348 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Indivisible Partners | History | New | 14,009 | 713 | 0.08% | — | 349 | +14,009 | New | Q4 2025 | Feb 03, 2026 |
| Revolve Wealth Partners, LLC | History | New | 13,612 | 693 | 0.08% | — | 350 | +13,612 | New | Q4 2025 | Jan 20, 2026 |
| Belpointe Asset Management LLC | History | Added to | 13,491 | 687 | 0.02% | 0.02% | 351 | +5,203 | 62.78% | Q4 2025 | Jan 27, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 13,436 | 685 | 0.04% | 0.04% | 352 | +1,491 | 12.48% | Q4 2025 | Feb 05, 2026 |
| Shum Financial Group, Inc. | History | Reduced | 13,389 | 682 | 0.49% | 0.54% | 353 | -814 | -5.73% | Q4 2025 | Jan 15, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 13,223 | 673 | 0.18% | 0.21% | 354 | -400 | -2.94% | Q4 2025 | Jan 12, 2026 |
| Acropolis Investment Management, LLC | History | New | 13,148 | 669 | 0.03% | — | 355 | +13,148 | New | Q4 2025 | Jan 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 12,979 | 661 | 0.05% | 0.06% | 356 | -1,767 | -11.98% | Q4 2025 | Feb 13, 2026 |
| Tradewinds, LLC. | History | Reduced | 12,580 | 640 | 0.15% | 0.16% | 357 | -20 | -0.16% | Q4 2025 | Feb 13, 2026 |
| Aspen Wealth Strategies, LLC | History | No change | 12,493 | 636 | 0.35% | 0.35% | 358 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Old Port Advisors | History | Added to | 12,269 | 624 | 0.15% | 0.08% | 359 | +6,232 | 103.23% | Q4 2025 | Jan 08, 2026 |
| Dakota Wealth Management | History | Reduced | 12,245 | 623 | 0.01% | 0.01% | 360 | -1,570 | -11.36% | Q4 2025 | Jan 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 12,133 | 618 | 0.19% | 0.27% | 361 | -429 | -3.42% | Q4 2025 | Jan 08, 2026 |
| Paladin Wealth, LLC | History | Added to | 12,097 | 616 | 0.42% | 0.29% | 362 | +4,154 | 52.3% | Q4 2025 | Jan 15, 2026 |
| PFW Advisors LLC | History | Added to | 12,087 | 615 | 0.19% | 0.1% | 363 | +5,723 | 89.93% | Q4 2025 | Jan 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 12,061 | 614 | 0.01% | 0.01% | 364 | +116 | 0.97% | Q4 2025 | Feb 02, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 11,789 | 601 | 0.06% | 0.07% | 365 | -1,260 | -9.66% | Q4 2025 | Jan 29, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | No change | 11,750 | 598 | 0.04% | 0.04% | 366 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 11,525 | 587 | 0.09% | 0.09% | 367 | +1,773 | 18.18% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,489 | 585 | 0.01% | 0.01% | 368 | +3,206 | 38.71% | Q4 2025 | Jan 29, 2026 |
| Madrid Wealth Management, LLC | History | New | 11,245 | 572 | 0.46% | — | 369 | +11,245 | New | Q4 2025 | Feb 02, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 11,097 | 565 | 0.07% | 0.07% | 370 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Souders Financial Advisors | History | Added to | 11,018 | 561 | 0.06% | 0.06% | 371 | +794 | 7.77% | Q4 2025 | Feb 02, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 10,915 | 557 | 0.27% | 0.33% | 372 | -1,108 | -9.22% | Q4 2025 | Feb 10, 2026 |
| Ruggaard & Associates LLC | History | No change | 10,920 | 556 | 0.22% | 0.21% | 373 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 10,886 | 554 | 0.03% | 0.04% | 374 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Family Office Research LLC | History | Added to | 10,839 | 553 | 0.23% | 0.24% | 375 | +73 | 0.68% | Q4 2025 | Feb 09, 2026 |
| Carter Financial, LLC | History | New | 10,692 | 544 | 0.48% | — | 376 | +10,692 | New | Q4 2025 | Mar 17, 2026 |
| Carnegie Investment Counsel | History | Added to | 10,589 | 539 | 0.01% | 0.01% | 377 | +3,199 | 43.29% | Q4 2025 | Jan 23, 2026 |
| Redmond Asset Management, LLC | History | No change | 10,600 | 539 | 0.14% | 0.13% | 378 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 10,577 | 538 | 0.04% | 0.04% | 379 | +449 | 4.43% | Q4 2025 | Apr 02, 2026 |
| UNIQUE WEALTH, LLC | History | New | 10,494 | 534 | 0.07% | — | 380 | +10,494 | New | Q4 2025 | Jan 06, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 10,464 | 533 | 0.05% | 0.03% | 381 | +5,882 | 128.37% | Q4 2025 | Feb 11, 2026 |
| Hartford Financial Management Inc. | History | No change | 10,436 | 531 | 0.14% | 0.14% | 382 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 10,288 | 524 | 0.09% | 0.06% | 383 | +3,144 | 44.01% | Q4 2025 | Feb 17, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 10,277 | 523 | 0.13% | 0.15% | 384 | -490 | -4.55% | Q4 2025 | Feb 06, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 10,285 | 523 | 0.19% | 0.21% | 385 | -299 | -2.83% | Q4 2025 | Jan 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 10,265 | 522 | 0.01% | 0.01% | 387 | -1,016 | -9.01% | Q4 2025 | Feb 09, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 10,252 | 522 | 0.01% | 0.01% | 386 | -753 | -6.84% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 10,199 | 519 | 0.01% | 0.01% | 388 | -4,700 | -31.55% | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 10,156 | 517 | 0.02% | 0.02% | 389 | +1,069 | 11.76% | Q4 2025 | Feb 17, 2026 |
| Firestone Capital Management | History | Added to | 10,060 | 512 | 0.11% | 0.06% | 390 | +4,305 | 74.8% | Q4 2025 | Feb 09, 2026 |
| IFC Advisors LLC | History | New | 10,000 | 509 | 0.07% | — | 392 | +10,000 | New | Q4 2025 | Feb 12, 2026 |
| Pallas Capital Advisors LLC | History | No change | 10,000 | 509 | 0.02% | 0.02% | 391 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 9,807 | 499 | 0.21% | 0.25% | 393 | -1,272 | -11.48% | Q4 2025 | Jan 23, 2026 |
| ORG Partners LLC | History | Added to | 9,759 | 497 | 0.09% | 0.08% | 394 | +1,151 | 13.37% | Q4 2025 | Jan 14, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 9,752 | 496 | 0.18% | 0.18% | 395 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 9,424 | 481 | 0.11% | 0.1% | 396 | +758 | 8.75% | Q4 2025 | Feb 17, 2026 |
| Midwestern Financial, LLC /IA | History | Reduced | 9,431 | 480 | 0.4% | 0.44% | 397 | -518 | -5.21% | Q4 2025 | Feb 06, 2026 |
| Seneca House Advisors | History | Added to | 9,250 | 471 | 0.18% | 0.16% | 398 | +1,400 | 17.83% | Q4 2025 | Feb 17, 2026 |
| NOVEM GROUP | History | No change | 9,106 | 463 | 0.05% | 0.05% | 399 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 8,865 | 451 | 0.21% | 0.22% | 400 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Curbstone Financial Management Corp | History | Added to | 8,800 | 448 | 0.09% | 0.08% | 401 | +550 | 6.67% | Q4 2025 | Jan 23, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 8,800 | 448 | 0.02% | 0.02% | 402 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 8,721 | 444 | 0.04% | 0.04% | 403 | +452 | 5.47% | Q4 2025 | Jan 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 8,620 | 440 | 0.02% | — | 404 | +8,620 | New | Q4 2025 | Feb 02, 2026 |
| Sincerus Advisory, LLC | History | Added to | 8,526 | 434 | 0.35% | 0.37% | 405 | +73 | 0.86% | Q4 2025 | Jan 08, 2026 |
| IFG Advisory, LLC | History | Reduced | 8,402 | 427 | 0.02% | 0.02% | 406 | -750 | -8.19% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 8,380 | 426 | 0.0% | 0.0% | 407 | -3,470 | -29.28% | Q4 2025 | Feb 17, 2026 |
| MEMBERS WEALTH LLC | History | No change | 8,349 | 426 | 0.27% | 0.27% | 408 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DAVENPORT & Co LLC | History | Added to | 8,328 | 424 | 0.0% | 0.0% | 409 | +578 | 7.46% | Q4 2025 | Jan 12, 2026 |
| Brookwood Investment Group LLC | History | No change | 8,340 | 424 | 0.05% | 0.05% | 410 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bison Wealth, LLC | History | New | 8,060 | 410 | 0.05% | — | 411 | +8,060 | New | Q4 2025 | Mar 24, 2026 |
| Atria Investments, Inc | History | Added to | 8,032 | 409 | 0.0% | 0.0% | 412 | +263 | 3.39% | Q4 2025 | Feb 05, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | New | 8,025 | 408 | 0.09% | — | 413 | +8,025 | New | Q4 2025 | Jan 20, 2026 |
| Curran Financial Partners, LLC | History | Added to | 7,885 | 401 | 0.08% | 0.07% | 414 | +1,181 | 17.62% | Q4 2025 | Jan 22, 2026 |
| Procyon Advisors, LLC | History | No change | 7,855 | 400 | 0.02% | 0.02% | 415 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| M Wealth Management, LLC | History | Added to | 7,764 | 395 | 0.34% | 0.35% | 416 | +53 | 0.69% | Q4 2025 | Jan 29, 2026 |
| Spinnaker Investment Group, LLC | History | New | 7,700 | 392 | 0.07% | — | 417 | +7,700 | New | Q4 2025 | Jan 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 7,656 | 390 | 0.05% | 0.04% | 418 | +284 | 3.85% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 7,648 | 389 | 0.01% | 0.01% | 419 | +16 | 0.21% | Q4 2025 | Feb 11, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 7,631 | 388 | 0.02% | 0.03% | 420 | -3,972 | -34.23% | Q4 2025 | Feb 17, 2026 |
| Mason & Associates Inc | History | Reduced | 7,583 | 386 | 0.07% | 0.12% | 422 | -4,312 | -36.25% | Q4 2025 | Feb 05, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 7,583 | 386 | 0.11% | 0.13% | 421 | -485 | -6.01% | Q4 2025 | Jan 06, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 7,550 | 384 | 0.03% | 0.05% | 423 | -4,522 | -37.46% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | New | 7,493 | 381 | 0.01% | — | 424 | +7,493 | New | Q4 2025 | Feb 13, 2026 |
| Argent Trust Co | History | No change | 7,387 | 376 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 7,247 | 369 | 0.05% | 0.1% | 426 | -6,240 | -46.27% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 7,185 | 366 | 0.03% | 0.04% | 427 | -1,850 | -20.48% | Q4 2025 | Feb 03, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 6,950 | 354 | 0.04% | 0.04% | 428 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 6,960 | 354 | 0.12% | 0.12% | 429 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Csenge Advisory Group | History | Added to | 6,924 | 352 | 0.02% | 0.02% | 430 | +92 | 1.35% | Q4 2025 | Feb 06, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 6,899 | 351 | 0.04% | 0.04% | 431 | -177 | -2.5% | Q4 2025 | Jan 15, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 6,817 | 347 | 0.01% | 0.01% | 432 | -881 | -11.44% | Q4 2025 | Feb 04, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 6,794 | 346 | 0.0% | 0.0% | 433 | -100 | -1.45% | Q4 2025 | Feb 12, 2026 |
| Ballentine Partners, LLC | History | Added to | 6,783 | 345 | 0.0% | 0.0% | 434 | +857 | 14.46% | Q4 2025 | Feb 03, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 6,761 | 345 | 0.22% | 0.21% | 435 | +278 | 4.29% | Q4 2025 | Feb 11, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 6,770 | 344 | 0.11% | — | 437 | +6,770 | New | Q4 2025 | Jan 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 6,771 | 344 | 0.1% | 0.11% | 436 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Enclave Advisors LLC | History | Reduced | 6,752 | 343 | 0.05% | 0.1% | 438 | -5,594 | -45.31% | Q4 2025 | Jan 14, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 6,663 | 340 | 0.11% | 0.1% | 439 | +46 | 0.7% | Q4 2025 | Jan 13, 2026 |
| AIFG Consultants Ltd. | History | New | 6,672 | 339 | 0.58% | — | 440 | +6,672 | New | Q4 2025 | Feb 04, 2026 |
| Impact Capital Partners LLC | History | Reduced | 6,571 | 334 | 0.1% | 0.2% | 442 | -6,716 | -50.55% | Q4 2025 | Jan 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,574 | 334 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 6,407 | 327 | 0.0% | 0.0% | 443 | +43 | 0.68% | Q4 2025 | Feb 17, 2026 |
| Global Trust Asset Management, LLC | History | No change | 6,350 | 323 | 0.13% | 0.15% | 444 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CAP Partners, LLC | History | Reduced | 6,163 | 313 | 0.18% | 0.18% | 445 | -65 | -1.04% | Q4 2025 | Feb 04, 2026 |
| Brown Financial Advisors | History | Added to | 6,142 | 312 | 0.11% | 0.09% | 447 | +1,163 | 23.36% | Q4 2025 | Feb 17, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 6,137 | 312 | 0.02% | 0.02% | 446 | +245 | 4.16% | Q4 2025 | Jan 07, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 6,000 | 305 | 0.09% | 0.09% | 448 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 5,960 | 303 | 0.17% | 0.17% | 449 | +16 | 0.27% | Q4 2025 | Jan 23, 2026 |
| Choice Wealth Advisors, LLC | History | No change | 5,900 | 300 | 0.12% | 0.13% | 450 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ProCore Advisors, LLC | History | New | 5,810 | 295 | 0.3% | — | 452 | +5,810 | New | Q4 2025 | Jan 21, 2026 |
| PFG Advisors | History | Reduced | 5,809 | 295 | 0.01% | 0.02% | 451 | -3,660 | -38.65% | Q4 2025 | Jan 27, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 5,704 | 290 | 0.0% | — | 453 | +5,704 | New | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 5,668 | 288 | 0.02% | 0.02% | 454 | +928 | 19.58% | Q4 2025 | Jan 26, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 5,583 | 284 | 0.07% | 0.1% | 455 | -1,752 | -23.89% | Q4 2025 | Feb 02, 2026 |
| Fullerton Advisors, LLC | History | New | 5,561 | 283 | 0.28% | — | 456 | +5,561 | New | Q4 2025 | Feb 02, 2026 |
| Herold Advisors, Inc. | History | Reduced | 5,550 | 282 | 0.06% | 0.07% | 457 | -250 | -4.31% | Q4 2025 | Feb 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 5,477 | 279 | 0.02% | 0.04% | 458 | -4,416 | -44.64% | Q4 2025 | Feb 12, 2026 |
| Private Wealth Group, LLC | History | Reduced | 5,449 | 277 | 0.13% | 0.14% | 459 | -11 | -0.2% | Q4 2025 | Jan 12, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 5,184 | 265 | 0.26% | — | 461 | +5,184 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,205 | 265 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 5,183 | 264 | 0.04% | — | 462 | +5,183 | New | Q4 2025 | Feb 09, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 5,091 | 259 | 0.0% | 0.02% | 463 | -17,988 | -77.94% | Q4 2025 | Feb 10, 2026 |
| Western Wealth Management, LLC | History | Reduced | 5,065 | 258 | 0.01% | 0.01% | 464 | -184 | -3.51% | Q4 2025 | Feb 05, 2026 |
| Newman Dignan & Sheerar, Inc. | History | New | 5,036 | 256 | 0.05% | — | 465 | +5,036 | New | Q4 2025 | Jan 22, 2026 |
| Ellis Investment Partners, LLC | History | New | 5,022 | 255 | 0.04% | — | 466 | +5,022 | New | Q4 2025 | Feb 02, 2026 |
| Towneley Capital Management, Inc / DE | History | New | 4,909 | 250 | 0.05% | — | 467 | +4,909 | New | Q4 2025 | Jan 30, 2026 |
| Colonial River Investments, LLC | History | Added to | 4,880 | 248 | 0.09% | 0.09% | 468 | +41 | 0.85% | Q4 2025 | Feb 04, 2026 |
| WealthTrak Capital Management LLC | History | No change | 4,783 | 243 | 0.17% | 0.2% | 469 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 4,760 | 242 | 0.09% | — | 470 | +4,760 | New | Q4 2025 | Jan 08, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 4,726 | 241 | 0.01% | 0.01% | 471 | +594 | 14.38% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | New | 4,712 | 240 | 0.0% | — | 472 | +4,712 | New | Q4 2025 | Feb 17, 2026 |
| Arbor Investment Advisors, LLC | History | New | 4,700 | 239 | 0.03% | — | 473 | +4,700 | New | Q4 2025 | Jan 23, 2026 |
| XTX Topco Ltd | History | New | 4,698 | 239 | 0.01% | — | 474 | +4,698 | New | Q4 2025 | Feb 17, 2026 |
| Harbor Group, Inc. | History | Reduced | 4,711 | 239 | 0.04% | 0.04% | 475 | -222 | -4.5% | Q4 2025 | Jan 12, 2026 |
| Weaver Consulting Group | History | Reduced | 4,650 | 236 | 0.06% | 0.08% | 476 | -1,250 | -21.19% | Q4 2025 | Feb 10, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 4,624 | 235 | 0.1% | 0.12% | 477 | -391 | -7.8% | Q4 2025 | Feb 04, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 4,598 | 234 | 0.12% | 0.13% | 478 | +12 | 0.26% | Q4 2025 | Feb 09, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 4,560 | 232 | 0.12% | 0.12% | 480 | +30 | 0.66% | Q4 2025 | Jan 29, 2026 |
| Ergawealth Advisors, Inc. | History | No change | 4,559 | 232 | 0.11% | 0.11% | 479 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SYKON CAPITAL LLC | History | New | 4,500 | 229 | 0.07% | — | 482 | +4,500 | New | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 4,492 | 229 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Saiph Capital, LLC | History | No change | 4,500 | 229 | 0.08% | 0.08% | 483 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 4,441 | 226 | 0.04% | 0.04% | 484 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 4,356 | 221 | 0.06% | 0.13% | 485 | -5,082 | -53.85% | Q4 2025 | Feb 06, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 4,307 | 219 | 0.12% | 0.13% | 486 | -169 | -3.78% | Q4 2025 | Jan 27, 2026 |
| Strategic Financial Concepts, LLC | History | New | 4,288 | 218 | 0.2% | — | 487 | +4,288 | New | Q4 2025 | Feb 09, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 4,236 | 215 | 0.0% | 0.01% | 488 | -1,310 | -23.62% | Q4 2025 | Jan 26, 2026 |
| Key FInancial Inc | History | No change | 4,167 | 212 | 0.04% | 0.04% | 489 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DecisionMap Wealth Management, LLC | History | New | 4,033 | 205 | 0.13% | — | 490 | +4,033 | New | Q4 2025 | Jan 07, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 3,995 | 203 | 0.03% | 0.13% | 491 | -11,507 | -74.23% | Q4 2025 | Feb 17, 2026 |
| First Citizens Financial Corp | History | Reduced | 3,992 | 203 | 0.1% | 0.12% | 492 | -590 | -12.88% | Q4 2025 | Jan 06, 2026 |
| Pathway Financial Advisors LLC | History | No change | 3,973 | 202 | 0.03% | 0.03% | 493 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Transce3nd, LLC | History | Reduced | 3,921 | 200 | 1.61% | 1.85% | 494 | -174 | -4.25% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,626 | 185 | 0.01% | 0.01% | 495 | -709 | -16.36% | Q4 2025 | Feb 13, 2026 |
| Hills Bank & Trust Co | History | No change | 3,574 | 182 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bank of Jackson Hole Trust | History | No change | 3,259 | 166 | 0.08% | 0.08% | 497 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CVA Family Office, LLC | History | No change | 2,860 | 145 | 0.02% | 0.02% | 498 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2,790 | 142 | 0.05% | 0.05% | 499 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 2,650 | 134 | 0.03% | 0.03% | 500 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,600 | 132 | 0.08% | 0.08% | 501 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GGM Financials LLC | History | Added to | 2,568 | 130 | 0.06% | 0.05% | 502 | +603 | 30.69% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Financial Management LLC | History | New | 2,450 | 124 | 0.12% | — | 504 | +2,450 | New | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Advisors | History | Added to | 2,434 | 124 | 0.01% | 0.01% | 503 | +16 | 0.66% | Q4 2025 | Feb 12, 2026 |
| Longview Financial Advisors LLC | History | No change | 1,975 | 100 | 0.06% | 0.06% | 505 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Triumph Capital Management | History | New | 1,885 | 96 | 0.02% | — | 506 | +1,885 | New | Q4 2025 | Feb 12, 2026 |
| EPG Wealth Management LLC | History | Added to | 1,768 | 90 | 0.02% | 0.02% | 507 | +11 | 0.63% | Q4 2025 | Jan 28, 2026 |
| Park Place Capital Corp | History | Added to | 1,757 | 89 | 0.02% | 0.01% | 508 | +952 | 118.26% | Q4 2025 | Jan 09, 2026 |
| Clark Wealth Partners | History | No change | 1,627 | 82 | 0.05% | 0.05% | 509 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 1,565 | 79 | 0.05% | — | 510 | +1,565 | New | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 1,426 | 72 | 0.0% | 0.0% | 511 | +1,055 | 284.37% | Q4 2025 | Jan 26, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,393 | 70 | 0.06% | — | 512 | +1,393 | New | Q4 2025 | Feb 10, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 1,179 | 60 | 0.04% | 0.04% | 513 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Added to | 1,148 | 58 | 0.0% | 0.0% | 516 | +3 | 0.26% | Q4 2025 | Jan 05, 2026 |
| US BANCORP \DE\ | History | No change | 1,153 | 58 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,145 | 58 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 1,061 | 54 | 0.06% | 0.06% | 517 | +2 | 0.19% | Q4 2025 | Feb 13, 2026 |
| Rice Partnership, LLC | History | Added to | 982 | 50 | 0.01% | 0.01% | 518 | +138 | 16.35% | Q4 2025 | Feb 10, 2026 |
| Financial Perspectives, Inc | History | Added to | 828 | 42 | 0.01% | 0.01% | 519 | +6 | 0.73% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 780 | 39 | 0.01% | 0.01% | 520 | +5 | 0.65% | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 580 | 29 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 440 | 22 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 424 | 21 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 374 | 19 | 0.01% | 0.01% | 524 | -130 | -25.79% | Q4 2025 | Feb 03, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 365 | 18 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Signature Equity Partners, LLC | History | New | 349 | 17 | 0.01% | — | 527 | +349 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 341 | 17 | 0.0% | 0.0% | 526 | -12 | -3.4% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 298 | 15 | 0.0% | — | 528 | +298 | New | Q4 2025 | Feb 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 270 | 13 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | New | 239 | 12 | 0.0% | — | 530 | +239 | New | Q4 2025 | Feb 12, 2026 |
| Wealth Watch Advisors, INC | History | No change | 215 | 10 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 153 | 7 | 0.01% | 0.27% | 532 | -49,483 | -99.69% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 106 | 5 | 0.0% | 0.0% | 533 | -913 | -89.6% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 89 | 4 | 0.0% | 0.0% | 534 | -46 | -34.07% | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | Reduced | 43 | 2 | 0.0% | 0.01% | 535 | -843 | -95.15% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 26 | 1 | 0.0% | — | 536 | +26 | New | Q4 2025 | Feb 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 37 | 1 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -85,795 | -100.0% | Q3 2025 | Nov 10, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -67,084 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Investment Consultants, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -55,000 | -100.0% | Q3 2025 | Nov 18, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -41,014 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -31,339 | -100.0% | Q3 2025 | Feb 04, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -18,770 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Paragon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -14,952 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -14,500 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,960 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BSW Wealth Partners | History | Closed out | 0 | 0 | — | 0.09% | — | -13,944 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Slow Capital, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -10,602 | -100.0% | Q3 2025 | Oct 29, 2025 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 0.11% | — | -9,320 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,313 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Tarbox Family Office, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -6,738 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Chokshi & Queen Wealth Advisors, Inc | History | Closed out | 0 | 0 | — | 0.18% | — | -6,604 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Requisite Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| AMARA FINANCIAL, LLC. | History | Closed out | 0 | 0 | — | 0.18% | — | -4,935 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SMITH, MOORE & CO. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,605 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Principia Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,859 | -100.0% | Q3 2025 | Feb 10, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q3 2025 | Nov 12, 2025 |
| REAP Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Blue Trust, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 16, 2026 |