J.P. Morgan Exchange-Traded Fund Trust - JPST
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 106,472,614 | 5,386,449 | 0.34% | 0.29% | 1 | +9,729,791 | 10.06% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 61,468,768 | 3,109,705 | 0.19% | 0.18% | 2 | +1,449,509 | 2.42% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 19,620,900 | 992,621 | 0.27% | 0.27% | 3 | +1,459,312 | 8.04% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 16,175,293 | 818,308 | 0.06% | 0.06% | 4 | +148,067 | 0.92% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 13,181,100 | 666,832 | 1.27% | 1.22% | 5 | +1,002,505 | 8.23% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 11,445,396 | 579,022 | 0.09% | 0.09% | 6 | +194,855 | 1.73% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 10,749,658 | 543,825 | 0.03% | 0.03% | 7 | -1,033,242 | -8.77% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,606,957 | 486,015 | 0.09% | 0.09% | 8 | +233,025 | 2.49% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 9,469,398 | 479,056 | 0.08% | 0.07% | 9 | +531,080 | 5.94% | Q4 2025 | Jan 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 9,443,109 | 475,272 | 3.07% | 3.18% | 10 | +140,546 | 1.51% | Q4 2025 | Jan 28, 2026 |
| Temasek Holdings (Private) Ltd | History | No change | 5,919,494 | 299,467 | 0.95% | 1.04% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,897,602 | 298,359 | 0.09% | 0.08% | 12 | +699,780 | 13.46% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,695,603 | 288,311 | 0.39% | 0.54% | 13 | -1,391,192 | -19.63% | Q4 2025 | Jan 08, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Added to | 4,884,480 | 247,982 | 15.24% | 12.87% | 14 | +1,016,542 | 26.28% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Reduced | 4,882,933 | 247,027 | 0.36% | 0.42% | 15 | -210,011 | -4.12% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,837,946 | 244,751 | 0.04% | — | 16 | +4,837,946 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,335,889 | 219,352 | 0.07% | 0.06% | 17 | +370,927 | 9.36% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 4,013,417 | 203,038 | 0.13% | 0.17% | 18 | -993,732 | -19.85% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,514,101 | 177,785 | 0.04% | 0.04% | 19 | -43,578 | -1.22% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,271,997 | 165,530 | 0.44% | 0.34% | 20 | +835,309 | 34.28% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 3,065,269 | 155,071 | 0.17% | 0.17% | 21 | +130,740 | 4.46% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,577,517 | 130,419 | 0.19% | 0.2% | 22 | -244,557 | -8.67% | Q4 2025 | Feb 17, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 2,530,212 | 128,003 | 2.11% | 1.2% | 23 | +1,177,835 | 87.09% | Q4 2025 | Feb 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 1,925,152 | 97,393 | 1.69% | 1.25% | 24 | +761,030 | 65.37% | Q4 2025 | Feb 19, 2026 |
| Cornerstone Management, Inc. | History | Added to | 1,923,884 | 97,329 | 15.87% | 15.73% | 25 | +49,265 | 2.63% | Q4 2025 | Feb 06, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 1,867,988 | 94,725 | 6.14% | 6.35% | 26 | +59,917 | 3.31% | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,816,996 | 91,922 | 0.08% | 0.09% | 27 | -37,616 | -2.03% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Added to | 1,806,977 | 91,414 | 1.88% | 1.68% | 28 | +152,366 | 9.21% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,774,595 | 89,776 | 0.05% | 0.05% | 29 | +329,598 | 22.81% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,770,458 | 89,567 | 0.12% | 0.13% | 30 | -171,179 | -8.82% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,743,625 | 88,210 | 2.66% | 2.48% | 31 | +239,528 | 15.93% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,685,583 | 85,273 | 0.27% | 0.22% | 32 | +304,040 | 22.01% | Q4 2025 | Feb 02, 2026 |
| Legacy Wealth Management, Inc | History | Added to | 1,631,362 | 82,530 | 4.76% | 4.62% | 33 | +83,125 | 5.37% | Q4 2025 | Jan 21, 2026 |
| GREENWOOD GEARHART INC | History | Added to | 1,587,784 | 80,325 | 4.42% | 4.08% | 34 | +192,915 | 13.83% | Q4 2025 | Feb 04, 2026 |
| ASSETMARK, INC | History | Added to | 1,522,345 | 77,015 | 0.16% | 0.16% | 35 | +80,577 | 5.59% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | Added to | 1,440,192 | 72,956 | 0.08% | 0.05% | 36 | +863,988 | 149.94% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 1,410,553 | 71,376 | 0.21% | 0.02% | 37 | +1,284,279 | 1017.06% | Q4 2025 | Feb 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,380,840 | 69,856 | 0.42% | 0.42% | 38 | +229,945 | 19.98% | Q4 2025 | Feb 17, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 1,348,757 | 68,233 | 1.51% | 0.39% | 39 | -616,234 | -31.36% | Q4 2025 | Feb 20, 2026 |
| Rock Creek Group, LP | History | Added to | 1,294,929 | 65,513 | 7.35% | 6.71% | 40 | +37,892 | 3.01% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,266,826 | 64,162 | 0.11% | 0.03% | 41 | +938,617 | 285.98% | Q4 2025 | Feb 05, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 1,255,984 | 63,540 | 34.31% | — | 42 | +1,255,984 | New | Q4 2025 | Mar 16, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,214,499 | 61,441 | 0.22% | 0.21% | 43 | +323,119 | 36.25% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,211,818 | 61,305 | 0.15% | 0.18% | 44 | -93,958 | -7.2% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,184,363 | 59,916 | 0.11% | 0.1% | 45 | +226,236 | 23.61% | Q4 2025 | Feb 17, 2026 |
| Crane Advisory, LLC | History | Reduced | 1,172,033 | 59,363 | 8.97% | 11.75% | 46 | -305,541 | -20.68% | Q4 2025 | Jan 15, 2026 |
| Kensington Asset Management, LLC | History | Added to | 1,161,999 | 59,006 | 3.05% | 3.28% | 47 | +81,767 | 7.57% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,157,721 | 58,569 | 4.33% | 5.0% | 48 | +54,022 | 4.89% | Q4 2025 | Jan 28, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,144,058 | 57,876 | 0.06% | 0.06% | 49 | +16,020 | 1.42% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,137,455 | 57,543 | 0.47% | 0.31% | 50 | +525,134 | 85.76% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,125,473 | 56,937 | 0.27% | 0.29% | 51 | -29,918 | -2.59% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 1,115,317 | 56,424 | 0.15% | 0.18% | 52 | -46,519 | -4.0% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,062,461 | 53,749 | 0.06% | 0.05% | 53 | +273,959 | 34.74% | Q4 2025 | Feb 06, 2026 |
| Acorns Advisers, LLC | History | Added to | 1,007,576 | 50,973 | 0.38% | 0.39% | 54 | +20,675 | 2.09% | Q4 2025 | Feb 13, 2026 |
| MCMORGAN & CO LLC | History | Added to | 999,267 | 50,552 | 8.38% | 6.6% | 55 | +154,275 | 18.26% | Q4 2025 | Feb 11, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 959,528 | 48,571 | 1.95% | 1.27% | 56 | +379,895 | 65.54% | Q4 2025 | Jan 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 942,754 | 47,694 | 0.11% | 0.1% | 57 | +118,422 | 14.37% | Q4 2025 | Feb 11, 2026 |
| PFG Investments, LLC | History | Added to | 940,405 | 47,575 | 2.24% | 0.19% | 58 | +870,053 | 1236.71% | Q4 2025 | Jan 26, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 919,399 | 46,677 | 0.63% | 0.6% | 59 | +52,486 | 6.05% | Q4 2025 | Jan 30, 2026 |
| Valmark Advisers, Inc. | History | Added to | 902,017 | 45,633 | 0.56% | 0.58% | 60 | +9,800 | 1.1% | Q4 2025 | Jan 26, 2026 |
| Round Rock Advisors LLC | History | Added to | 900,926 | 45,577 | 6.86% | 7.07% | 61 | +21,170 | 2.41% | Q4 2025 | Apr 07, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Reduced | 889,900 | 45,020 | 1.34% | 4.17% | 62 | -1,001,800 | -52.96% | Q4 2025 | Feb 13, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 879,733 | 44,505 | 5.93% | 6.18% | 63 | +63,666 | 7.8% | Q4 2025 | Jan 09, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 820,320 | 41,499 | 2.62% | 2.45% | 64 | +78,219 | 10.54% | Q4 2025 | Feb 17, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 810,487 | 41,002 | 6.8% | 6.77% | 65 | +8,622 | 1.08% | Q4 2025 | Jan 22, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 808,575 | 40,905 | 0.62% | 0.67% | 66 | -27,432 | -3.28% | Q4 2025 | Jan 20, 2026 |
| STEPHENS INC /AR/ | History | Added to | 806,296 | 40,790 | 0.51% | 0.49% | 67 | +47,102 | 6.2% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 805,176 | 40,733 | 0.23% | 0.2% | 68 | +185,939 | 30.03% | Q4 2025 | Feb 13, 2026 |
| Bramshill Investments, LLC | History | No change | 780,797 | 39,500 | 2.23% | 2.7% | 69 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 764,410 | 38,671 | 0.79% | 0.89% | 70 | +2,251 | 0.3% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 760,459 | 38,471 | 0.07% | 0.07% | 71 | +78,951 | 11.58% | Q4 2025 | Mar 16, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 748,106 | 37,846 | 1.94% | 1.88% | 72 | +16,168 | 2.21% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 742,191 | 37,547 | 2.0% | 1.95% | 73 | +62,598 | 9.21% | Q4 2025 | Jan 20, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 718,205 | 36,333 | 6.63% | 6.55% | 74 | +30,714 | 4.47% | Q4 2025 | Jan 26, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 714,240 | 36,133 | 6.13% | 8.16% | 75 | -226,037 | -24.04% | Q4 2025 | Jan 27, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 709,422 | 35,889 | 6.01% | 7.01% | 76 | -57,263 | -7.47% | Q4 2025 | Jan 26, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 695,111 | 35,165 | 7.28% | 7.22% | 77 | +36,461 | 5.54% | Q4 2025 | Jan 05, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 682,190 | 34,512 | 0.97% | 0.81% | 78 | +427,838 | 168.21% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 677,259 | 34,262 | 0.01% | 0.01% | 79 | +65,611 | 10.73% | Q4 2025 | Feb 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 657,333 | 33,254 | 9.35% | 6.3% | 80 | +195,486 | 42.33% | Q4 2025 | Jan 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 652,830 | 33,026 | 1.15% | 1.04% | 81 | +55,093 | 9.22% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 649,655 | 32,979 | 0.74% | 0.33% | 82 | +458,272 | 239.45% | Q4 2025 | Feb 05, 2026 |
| Phoenix Wealth Advisors | History | Added to | 646,548 | 32,708 | 12.58% | 12.16% | 83 | +22,687 | 3.64% | Q4 2025 | Jan 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 624,863 | 31,611 | 0.22% | 0.22% | 84 | +29,291 | 4.92% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 619,748 | 31,353 | 0.04% | 0.04% | 85 | -34,450 | -5.27% | Q4 2025 | Feb 13, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 615,378 | 31,131 | 13.97% | 14.03% | 86 | +10,524 | 1.74% | Q4 2025 | Jan 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 606,060 | 30,660 | 1.25% | 1.09% | 87 | +96,594 | 18.96% | Q4 2025 | Jan 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 598,814 | 30,293 | 0.97% | 0.84% | 88 | +27,997 | 4.9% | Q4 2025 | Jan 09, 2026 |
| StrongBox Wealth, LLC | History | Added to | 595,494 | 30,126 | 9.9% | 9.81% | 89 | +23,883 | 4.18% | Q4 2025 | Jan 21, 2026 |
| Dakota Wealth Management | History | Added to | 585,556 | 29,623 | 0.53% | 0.47% | 90 | +130,415 | 28.65% | Q4 2025 | Jan 13, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 582,233 | 29,455 | 7.69% | 6.63% | 91 | +90,858 | 18.49% | Q4 2025 | Jan 13, 2026 |
| Naviter Wealth, LLC | History | Reduced | 578,520 | 29,370 | 3.83% | 4.85% | 92 | -242,180 | -29.51% | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 576,862 | 29,183 | 0.12% | 0.13% | 93 | +24,575 | 4.45% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 569,575 | 28,814 | 0.11% | 0.1% | 94 | +118,280 | 26.21% | Q4 2025 | Feb 17, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 559,018 | 28,280 | 6.41% | 5.04% | 95 | +149,976 | 36.67% | Q4 2025 | Jan 26, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 551,701 | 27,910 | 0.33% | 0.41% | 96 | -349,590 | -38.79% | Q4 2025 | Feb 13, 2026 |
| SkyOak Wealth, LLC | History | Added to | 544,898 | 27,566 | 4.96% | 4.87% | 97 | +36,330 | 7.14% | Q4 2025 | Feb 05, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 533,742 | 27,002 | 0.34% | 0.38% | 98 | -45,151 | -7.8% | Q4 2025 | Feb 10, 2026 |
| Evensky & Katz LLC | History | Added to | 525,679 | 26,594 | 1.5% | 1.49% | 99 | +19,694 | 3.89% | Q4 2025 | Feb 05, 2026 |
| American Trust | History | Added to | 525,224 | 26,571 | 2.23% | 2.24% | 100 | +1,726 | 0.33% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 519,628 | 26,287 | 0.2% | 0.22% | 101 | +4,590 | 0.89% | Q4 2025 | Jan 14, 2026 |
| Spire Wealth Management | History | Reduced | 516,002 | 26,104 | 0.87% | 2.47% | 102 | -916,529 | -63.98% | Q4 2025 | Jan 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 330,064 | 26,043 | 0.04% | 0.01% | 103 | +200,220 | 154.2% | Q4 2025 | Feb 18, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 511,137 | 25,940 | 2.0% | 2.12% | 104 | +4,773 | 0.94% | Q4 2025 | Jan 16, 2026 |
| Sollinda Capital Management LLC | History | Reduced | 503,296 | 25,461 | 6.5% | 7.25% | 105 | -18,154 | -3.48% | Q4 2025 | Jan 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 497,477 | 25,167 | 1.21% | 1.27% | 106 | -6,877 | -1.36% | Q4 2025 | Feb 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 494,963 | 25,040 | 1.18% | 1.19% | 107 | -42,953 | -7.99% | Q4 2025 | Jan 21, 2026 |
| Baird Financial Group, Inc. | History | Added to | 491,707 | 24,875 | 0.04% | 0.03% | 108 | +136,675 | 38.5% | Q4 2025 | Feb 13, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 480,735 | 24,320 | 2.39% | 2.46% | 109 | +12,165 | 2.6% | Q4 2025 | Feb 04, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 479,117 | 24,239 | 1.6% | 1.64% | 110 | -3,609 | -0.75% | Q4 2025 | Jan 09, 2026 |
| Saiph Capital, LLC | History | Added to | 470,160 | 23,785 | 8.54% | 6.75% | 111 | +100,367 | 27.14% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 469,363 | 23,745 | 0.03% | 0.01% | 112 | +362,846 | 340.65% | Q4 2025 | Mar 09, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 464,464 | 23,515 | 10.55% | 10.88% | 113 | -4,247 | -0.91% | Q4 2025 | Jan 14, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 460,712 | 23,390 | 1.29% | 0.59% | 114 | +262,326 | 132.23% | Q4 2025 | Jan 29, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 461,016 | 23,322 | 5.55% | 4.99% | 115 | +65,110 | 16.45% | Q4 2025 | Jan 26, 2026 |
| Clarus Group, Inc. | History | Reduced | 453,143 | 22,924 | 8.26% | 8.3% | 116 | -17,484 | -3.72% | Q4 2025 | Jan 16, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 445,624 | 22,544 | 3.07% | 3.04% | 117 | +25,429 | 6.05% | Q4 2025 | Jan 21, 2026 |
| Compass Financial Services Inc | History | Reduced | 444,855 | 22,505 | 9.7% | 10.03% | 118 | -2,117 | -0.47% | Q4 2025 | Feb 27, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 442,921 | 22,407 | 0.34% | 0.33% | 119 | +36,236 | 8.91% | Q4 2025 | Jan 22, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 436,286 | 22,071 | 0.7% | 0.62% | 120 | +48,413 | 12.48% | Q4 2025 | Jan 14, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 434,038 | 21,957 | 1.52% | 1.08% | 121 | +143,087 | 49.18% | Q4 2025 | Jan 16, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 430,219 | 21,764 | 4.67% | 4.68% | 122 | +12,019 | 2.87% | Q4 2025 | Feb 04, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 427,796 | 21,642 | 1.43% | 1.63% | 123 | -35,857 | -7.73% | Q4 2025 | Apr 02, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 426,150 | 21,558 | 14.23% | — | 124 | +426,150 | New | Q4 2025 | Feb 17, 2026 |
| Thomasville National Bank | History | Added to | 424,130 | 21,456 | 1.33% | 1.32% | 125 | +11,402 | 2.76% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 421,584 | 21,327 | 1.51% | 1.76% | 126 | -16,564 | -3.78% | Q4 2025 | Jan 21, 2026 |
| Beacon Bank & Trust | History | Reduced | 419,166 | 21,205 | 4.3% | 6.53% | 127 | -179,006 | -29.93% | Q4 2025 | Feb 17, 2026 |
| Souders Financial Advisors | History | Added to | 418,820 | 21,188 | 2.43% | 2.44% | 128 | +14,131 | 3.49% | Q4 2025 | Feb 02, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 414,185 | 20,953 | 2.76% | 2.68% | 129 | -1,797 | -0.43% | Q4 2025 | Jan 23, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 409,853 | 20,734 | 13.57% | 14.9% | 130 | -31,945 | -7.23% | Q4 2025 | Jan 21, 2026 |
| White Wing Wealth Management | History | Reduced | 401,082 | 20,290 | 12.11% | 12.69% | 131 | -3,178 | -0.79% | Q4 2025 | Jan 15, 2026 |
| IMZ Advisory Inc | History | Reduced | 399,020 | 20,186 | 7.39% | 7.77% | 132 | -12,608 | -3.06% | Q4 2025 | Jan 21, 2026 |
| Family Investment Center, Inc. | History | Added to | 394,554 | 19,971 | 4.03% | 3.99% | 133 | +15,402 | 4.06% | Q4 2025 | Jan 23, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 394,281 | 19,946 | 14.23% | 16.52% | 134 | -39,334 | -9.07% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 393,308 | 19,897 | 0.4% | 0.44% | 135 | +8,377 | 2.18% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 391,796 | 19,820 | 0.44% | 0.55% | 136 | -24,351 | -5.85% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Added to | 389,372 | 19,698 | 0.11% | 0.11% | 137 | +52,846 | 15.7% | Q4 2025 | Jan 26, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 386,935 | 19,575 | 0.22% | 0.22% | 138 | +12,757 | 3.41% | Q4 2025 | Jan 20, 2026 |
| Jacobi Capital Management LLC | History | Added to | 384,459 | 19,449 | 1.13% | 0.64% | 139 | +178,391 | 86.57% | Q4 2025 | Feb 13, 2026 |
| Cooper Financial Group | History | Reduced | 383,568 | 19,404 | 2.06% | 2.2% | 140 | -8,736 | -2.23% | Q4 2025 | Jan 08, 2026 |
| COMERICA BANK | History | Added to | 378,570 | 19,151 | 0.08% | 0.05% | 141 | +100,177 | 35.98% | Q4 2025 | Jan 29, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 377,522 | 19,098 | 0.12% | 0.13% | 142 | -17,984 | -4.55% | Q4 2025 | Jan 29, 2026 |
| Selby Wealth Management, LLC | History | New | 375,758 | 19,009 | 7.66% | — | 143 | +375,758 | New | Q4 2025 | Feb 13, 2026 |
| Strategent Financial, LLC | History | Added to | 374,756 | 18,958 | 12.0% | 12.95% | 144 | +17,887 | 5.01% | Q4 2025 | Jan 29, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 372,281 | 18,833 | 1.31% | 1.29% | 145 | +22,448 | 6.42% | Q4 2025 | Jan 07, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 362,300 | 18,328 | 8.02% | 8.24% | 146 | -6,965 | -1.89% | Q4 2025 | Feb 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 359,071 | 18,165 | 0.18% | 0.14% | 147 | +91,817 | 34.36% | Q4 2025 | Feb 13, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 356,364 | 18,092 | 6.69% | 8.21% | 148 | -89,193 | -20.02% | Q4 2025 | Jan 21, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 343,385 | 17,371 | 3.21% | 2.98% | 149 | +17,607 | 5.4% | Q4 2025 | Jan 27, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 339,541 | 17,238 | 1.78% | 1.7% | 150 | +18,149 | 5.65% | Q4 2025 | Jan 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 340,348 | 17,218 | 0.63% | 0.25% | 151 | +210,239 | 161.59% | Q4 2025 | Jan 21, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 333,386 | 16,866 | 1.89% | 1.83% | 152 | +31,394 | 10.4% | Q4 2025 | Feb 17, 2026 |
| Frisch Financial Group, Inc. | History | Reduced | 331,679 | 16,839 | 3.77% | 6.97% | 153 | -259,246 | -43.87% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | Added to | 331,805 | 16,798 | 0.09% | 0.1% | 154 | +26,456 | 8.66% | Q4 2025 | Feb 17, 2026 |
| LANE BROTHERS & CO INC | History | New | 331,906 | 16,791 | 12.15% | — | 155 | +331,906 | New | Q4 2025 | Mar 13, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 328,513 | 16,619 | 2.08% | 2.06% | 156 | +8,638 | 2.7% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 328,041 | 16,595 | 0.07% | — | 157 | +328,041 | New | Q4 2025 | Feb 05, 2026 |
| LPWM LLC | History | Reduced | 321,899 | 16,284 | 4.11% | 4.82% | 158 | -34,266 | -9.62% | Q4 2025 | Jan 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 321,825 | 16,281 | 0.92% | 0.95% | 159 | +2,028 | 0.63% | Q4 2025 | Jan 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 313,578 | 15,863 | 0.02% | 0.02% | 160 | +48,112 | 18.12% | Q4 2025 | Feb 02, 2026 |
| Verum Partners LLC | History | Reduced | 311,255 | 15,746 | 3.17% | 3.36% | 161 | -99 | -0.03% | Q4 2025 | Jan 14, 2026 |
| Palumbo Wealth Management LLC | History | New | 310,268 | 15,696 | 3.87% | — | 162 | +310,268 | New | Q4 2025 | Jan 21, 2026 |
| Essex Financial Services, Inc. | History | Added to | 309,877 | 15,676 | 0.89% | 0.72% | 163 | +71,372 | 29.92% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | Added to | 309,688 | 15,667 | 0.22% | 0.23% | 164 | +10,642 | 3.56% | Q4 2025 | Feb 02, 2026 |
| Legacy CG, LLC | History | Added to | 308,843 | 15,624 | 4.37% | 3.61% | 165 | +56,442 | 22.36% | Q4 2025 | Jan 26, 2026 |
| Allen Capital Group, LLC | History | Added to | 308,587 | 15,611 | 1.43% | 1.2% | 166 | +56,914 | 22.61% | Q4 2025 | Feb 09, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 308,311 | 15,597 | 4.21% | 4.08% | 167 | +14,353 | 4.88% | Q4 2025 | Feb 02, 2026 |
| VCI Wealth Management LLC | History | Added to | 307,261 | 15,544 | 4.32% | 4.3% | 168 | +28,013 | 10.03% | Q4 2025 | Jan 27, 2026 |
| Prism Advisors, Inc. | History | Added to | 307,102 | 15,536 | 4.14% | 3.82% | 169 | +28,613 | 10.27% | Q4 2025 | Jan 23, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 306,478 | 15,504 | 0.29% | 0.28% | 170 | +9,612 | 3.24% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 305,665 | 15,466 | 0.12% | — | 171 | +305,665 | New | Q4 2025 | Feb 18, 2026 |
| Ridgepath Capital Management LLC | History | No change | 298,335 | 15,134 | 6.95% | 6.46% | 172 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 295,889 | 14,969 | 0.52% | 0.5% | 173 | +13,260 | 4.69% | Q4 2025 | Feb 12, 2026 |
| KWMG, LLC | History | Added to | 293,858 | 14,866 | 1.28% | 1.23% | 174 | +16,220 | 5.84% | Q4 2025 | Jan 16, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 293,304 | 14,838 | 9.74% | 10.29% | 175 | -23,535 | -7.43% | Q4 2025 | Jan 22, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 288,921 | 14,616 | 5.75% | 5.89% | 176 | -21,585 | -6.95% | Q4 2025 | Feb 20, 2026 |
| Requisite Capital Management, LLC | History | Added to | 286,425 | 14,541 | 2.76% | 1.97% | 177 | +55,015 | 23.77% | Q4 2025 | Feb 05, 2026 |
| IronBridge Private Wealth, LLC | History | No change | 285,794 | 14,498 | 4.59% | 4.57% | 178 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Fluent Financial, LLC | History | Reduced | 285,695 | 14,453 | 5.51% | 7.89% | 179 | -111,921 | -28.15% | Q4 2025 | Jan 14, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 283,986 | 14,366 | 1.82% | 1.84% | 180 | +19,402 | 7.33% | Q4 2025 | Feb 03, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 283,853 | 14,360 | 0.25% | 0.25% | 181 | +7,464 | 2.7% | Q4 2025 | Jan 22, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 277,522 | 14,039 | 0.61% | 0.64% | 182 | +750 | 0.27% | Q4 2025 | Jan 29, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 276,303 | 14,025 | 0.64% | 0.71% | 183 | -29,419 | -9.62% | Q4 2025 | Feb 02, 2026 |
| SOL Capital Management CO | History | Added to | 275,791 | 13,952 | 1.25% | 1.1% | 184 | +34,080 | 14.1% | Q4 2025 | Jan 30, 2026 |
| Krilogy Financial LLC | History | Reduced | 273,497 | 13,874 | 0.47% | 0.53% | 185 | -4,073 | -1.47% | Q4 2025 | Jan 27, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 272,403 | 13,829 | 3.04% | 0.46% | 186 | +231,028 | 558.38% | Q4 2025 | Feb 13, 2026 |
| Tradewinds, LLC. | History | Added to | 272,740 | 13,797 | 3.29% | 2.43% | 187 | +76,401 | 38.91% | Q4 2025 | Feb 13, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 268,202 | 13,568 | 1.86% | 4.03% | 188 | +7,220 | 2.77% | Q4 2025 | Feb 17, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 267,919 | 13,554 | 1.97% | 1.67% | 189 | +56,115 | 26.49% | Q4 2025 | Feb 05, 2026 |
| REDW Wealth LLC | History | Reduced | 267,544 | 13,535 | 5.16% | 5.3% | 190 | -8,875 | -3.21% | Q4 2025 | Jan 28, 2026 |
| TD Capital Management LLC | History | Added to | 266,755 | 13,495 | 1.2% | 1.21% | 191 | +2,742 | 1.04% | Q4 2025 | Feb 26, 2026 |
| Taylor Securities Services, Inc. | History | New | 264,319 | 13,371 | 6.1% | — | 192 | +264,319 | New | Q4 2025 | Mar 05, 2026 |
| Parkside Investments, LLC | History | Reduced | 260,426 | 13,174 | 1.66% | 1.74% | 193 | -14,007 | -5.1% | Q4 2025 | Feb 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 258,458 | 13,075 | 0.6% | 0.62% | 194 | +100 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 255,934 | 12,947 | 0.28% | 0.28% | 195 | +7,723 | 3.11% | Q4 2025 | Feb 02, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 255,895 | 12,945 | 0.58% | 0.68% | 196 | -15,981 | -5.88% | Q4 2025 | Feb 17, 2026 |
| Heritage Financial Services, LLC | History | Reduced | 255,596 | 12,930 | 1.08% | 1.18% | 197 | -3,511 | -1.36% | Q4 2025 | Feb 02, 2026 |
| NavPoint Financial, Inc. | History | Added to | 253,969 | 12,848 | 5.49% | 5.91% | 198 | +31,741 | 14.28% | Q4 2025 | Jan 20, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 253,552 | 12,827 | 0.05% | 0.06% | 199 | -32,538 | -11.37% | Q4 2025 | Feb 12, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 252,878 | 12,793 | 6.58% | 6.55% | 200 | +24,037 | 10.5% | Q4 2025 | Feb 10, 2026 |
| Scott Capital Advisors, LLC | History | Reduced | 248,450 | 12,569 | 2.78% | 2.88% | 201 | -3,202 | -1.27% | Q4 2025 | Jan 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 248,279 | 12,560 | 0.14% | 0.18% | 202 | +1,012 | 0.41% | Q4 2025 | Feb 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 246,557 | 12,473 | 0.15% | 0.14% | 203 | +20,736 | 9.18% | Q4 2025 | Jan 21, 2026 |
| Paradigm Capital Management, LLC/NV | History | Added to | 244,989 | 12,394 | 11.52% | 11.98% | 204 | +6,799 | 2.85% | Q4 2025 | Feb 06, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 242,396 | 12,262 | 4.98% | 4.74% | 205 | +17,776 | 7.91% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 252,466 | 12,238 | 0.3% | 0.23% | 206 | +12,600 | 5.25% | Q4 2025 | Feb 11, 2026 |
| Hudock, Inc. | History | Added to | 241,856 | 12,235 | 1.8% | 1.8% | 207 | +8,195 | 3.51% | Q4 2025 | Feb 12, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 241,403 | 12,212 | 4.72% | 4.17% | 208 | -22,122 | -8.39% | Q4 2025 | Feb 09, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 240,792 | 12,181 | 2.54% | 2.4% | 209 | +24,184 | 11.16% | Q4 2025 | Jan 22, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 240,670 | 12,175 | 3.96% | 3.94% | 210 | +5,705 | 2.43% | Q4 2025 | Feb 10, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Added to | 238,607 | 12,071 | 2.14% | 1.27% | 211 | +91,981 | 62.73% | Q4 2025 | Jan 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 235,616 | 11,919 | 0.23% | 0.53% | 212 | -282,872 | -54.56% | Q4 2025 | Feb 12, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 235,521 | 11,915 | 2.89% | 2.89% | 213 | +11,695 | 5.23% | Q4 2025 | Jan 28, 2026 |
| BFSG, LLC | History | Added to | 232,577 | 11,766 | 1.14% | 1.11% | 214 | +5,743 | 2.53% | Q4 2025 | Jan 22, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 229,885 | 11,670 | 0.05% | 0.06% | 215 | -50,839 | -18.11% | Q4 2025 | Feb 17, 2026 |
| Choice Wealth Advisors, LLC | History | Added to | 226,782 | 11,472 | 4.54% | 4.85% | 216 | +3,588 | 1.61% | Q4 2025 | Jan 08, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 225,546 | 11,450 | 2.22% | 2.55% | 217 | -10,776 | -4.56% | Q4 2025 | Feb 05, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 225,073 | 11,386 | 3.87% | 3.75% | 218 | +7,940 | 3.66% | Q4 2025 | Jan 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 224,965 | 11,380 | 0.28% | 0.84% | 219 | -378,045 | -62.69% | Q4 2025 | Feb 17, 2026 |
| Kendall Capital Management | History | Added to | 219,358 | 11,097 | 2.32% | 2.23% | 220 | +24,284 | 12.45% | Q4 2025 | Jan 16, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 218,918 | 11,075 | 1.23% | 1.27% | 221 | +7,317 | 3.46% | Q4 2025 | Feb 13, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Reduced | 218,060 | 11,031 | 7.79% | 9.39% | 222 | -269 | -0.12% | Q4 2025 | Feb 04, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 217,698 | 11,013 | 1.01% | 0.94% | 223 | +14,901 | 7.35% | Q4 2025 | Feb 06, 2026 |
| Aspen Wealth Management LLC | History | Added to | 217,658 | 11,011 | 2.31% | 2.31% | 224 | +12,744 | 6.22% | Q4 2025 | Jan 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 217,094 | 10,982 | 1.19% | 1.14% | 225 | +17,663 | 8.86% | Q4 2025 | Jan 23, 2026 |
| RAHLFS CAPITAL, LLC | History | Added to | 217,005 | 10,978 | 8.53% | 5.47% | 226 | +80,750 | 59.26% | Q4 2025 | Feb 05, 2026 |
| Massachusetts Wealth Management | History | Added to | 216,155 | 10,935 | 5.09% | 1.77% | 227 | +145,855 | 207.48% | Q4 2025 | Jan 26, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 215,655 | 10,927 | 4.15% | 3.75% | 228 | +131,391 | 155.93% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 213,085 | 10,779 | 0.09% | 0.12% | 229 | -43,466 | -16.94% | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 204,903 | 10,366 | 0.13% | 0.13% | 230 | +2,981 | 1.48% | Q4 2025 | Jan 29, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 204,135 | 10,327 | 5.62% | 5.9% | 231 | -2,449 | -1.19% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Reduced | 201,260 | 10,181 | 0.14% | 0.17% | 232 | -21,152 | -9.51% | Q4 2025 | Feb 17, 2026 |
| Perennial Advisors, LLC | History | Added to | 200,875 | 10,162 | 1.7% | 1.63% | 233 | +15,081 | 8.12% | Q4 2025 | Jan 12, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 199,830 | 10,109 | 4.13% | 0.71% | 234 | +164,623 | 467.59% | Q4 2025 | Jan 26, 2026 |
| Independent Wealth Network Inc. | History | Added to | 198,406 | 10,037 | 3.07% | 3.2% | 235 | +2,129 | 1.08% | Q4 2025 | Jan 26, 2026 |
| Mach-1 Financial Group, LLC | History | New | 197,688 | 10,001 | 2.05% | — | 236 | +197,688 | New | Q4 2025 | Feb 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 197,512 | 9,992 | 0.36% | 0.29% | 237 | +75,128 | 61.39% | Q4 2025 | Feb 09, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | Reduced | 197,444 | 9,988 | 3.45% | 3.36% | 238 | -1,385 | -0.7% | Q4 2025 | Feb 09, 2026 |
| Prospera Financial Services Inc | History | Added to | 196,466 | 9,939 | 0.16% | 0.12% | 239 | +60,548 | 44.55% | Q4 2025 | Feb 09, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 193,592 | 9,793 | 0.09% | 0.05% | 240 | +92,687 | 91.86% | Q4 2025 | Feb 05, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 192,700 | 9,785 | 0.03% | 0.07% | 241 | -197,400 | -50.6% | Q4 2025 | Feb 18, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 192,874 | 9,757 | 0.7% | 0.69% | 242 | +8,994 | 4.89% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 192,720 | 9,749 | 0.93% | 0.98% | 243 | -4,913 | -2.49% | Q4 2025 | Jan 28, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 192,123 | 9,719 | 4.49% | — | 244 | +192,123 | New | Q4 2025 | Feb 17, 2026 |
| American Financial Advisors, LLC | History | Added to | 189,238 | 9,573 | 1.24% | 1.11% | 245 | +19,000 | 11.16% | Q4 2025 | Feb 03, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 188,609 | 9,541 | 0.3% | 0.26% | 246 | +35,842 | 23.46% | Q4 2025 | Jan 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 188,512 | 9,536 | 0.44% | 0.39% | 247 | +20,783 | 12.39% | Q4 2025 | Feb 17, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 187,532 | 9,487 | 2.63% | 2.6% | 248 | +8,669 | 4.85% | Q4 2025 | Jan 07, 2026 |
| VanWeelden Wealth Management, LLC | History | New | 186,852 | 9,452 | 7.42% | — | 249 | +186,852 | New | Q4 2025 | Feb 02, 2026 |
| Investment Advisory Services Group LLC | History | New | 186,542 | 9,437 | 8.38% | — | 250 | +186,542 | New | Q4 2025 | Feb 04, 2026 |
| Invst, LLC | History | Added to | 186,085 | 9,414 | 1.02% | 0.98% | 251 | +16,874 | 9.97% | Q4 2025 | Feb 11, 2026 |
| Hardworking Capital Advisors, LLC | History | New | 185,449 | 9,381 | 8.52% | — | 252 | +185,449 | New | Q4 2025 | Feb 12, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 185,325 | 9,377 | 3.49% | 0.76% | 253 | +10,236 | 5.85% | Q4 2025 | Jan 29, 2026 |
| Enclave Advisors LLC | History | Reduced | 185,146 | 9,366 | 1.33% | 2.08% | 254 | -83,181 | -31.0% | Q4 2025 | Jan 14, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 184,997 | 9,359 | 1.28% | 1.19% | 255 | +19,116 | 11.52% | Q4 2025 | Jan 23, 2026 |
| Daybright Advisory Services, Inc. | History | New | 183,017 | 9,258 | 2.47% | — | 256 | +183,017 | New | Q4 2025 | Feb 12, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 182,687 | 9,242 | 1.07% | 1.16% | 257 | -14,021 | -7.13% | Q4 2025 | Jan 20, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 181,458 | 9,179 | 0.34% | 0.01% | 258 | +177,883 | 4975.75% | Q4 2025 | Feb 04, 2026 |
| CHOREO, LLC | History | Reduced | 179,550 | 9,117 | 0.12% | 0.13% | 259 | -13,129 | -6.81% | Q4 2025 | Jan 23, 2026 |
| J. Mark Nickell & Co. | History | New | 179,683 | 9,090 | 8.39% | — | 260 | +179,683 | New | Q4 2025 | Feb 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 178,301 | 9,020 | 4.11% | 2.91% | 261 | +15,462 | 9.5% | Q4 2025 | Jan 23, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 178,128 | 9,011 | 6.18% | 6.12% | 262 | +8,283 | 4.88% | Q4 2025 | Feb 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 175,538 | 8,880 | 0.16% | 0.15% | 263 | +31,000 | 21.45% | Q4 2025 | Jan 16, 2026 |
| Syverson Strege & Co | History | Added to | 175,407 | 8,873 | 2.1% | 2.08% | 264 | +4,617 | 2.7% | Q4 2025 | Feb 09, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 174,653 | 8,835 | 1.03% | 0.39% | 265 | +111,780 | 177.79% | Q4 2025 | Jan 12, 2026 |
| Financial Enhancement Group LLC | History | Added to | 173,424 | 8,794 | 1.14% | 1.11% | 266 | +10,191 | 6.24% | Q4 2025 | Jan 23, 2026 |
| Anchor Investment Management, LLC | History | Added to | 171,516 | 8,676 | 0.7% | 0.68% | 267 | +8,521 | 5.23% | Q4 2025 | Feb 26, 2026 |
| Ascension Capital Advisors, Inc. | History | Reduced | 171,372 | 8,669 | 2.97% | 4.15% | 268 | -38,936 | -18.51% | Q4 2025 | Feb 10, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 171,070 | 8,654 | 3.94% | 4.58% | 269 | -11,725 | -6.41% | Q4 2025 | Jan 28, 2026 |
| Helium Advisors LLC | History | Reduced | 170,319 | 8,616 | 8.73% | 8.99% | 270 | -42,010 | -19.79% | Q4 2025 | Feb 12, 2026 |
| Wills Financial Group LLC | History | Added to | 169,478 | 8,573 | 3.28% | 3.19% | 271 | +16,137 | 10.52% | Q4 2025 | Feb 11, 2026 |
| Stewardship Advisors, LLC | History | Added to | 168,609 | 8,529 | 1.97% | 1.79% | 272 | +19,356 | 12.97% | Q4 2025 | Jan 15, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 167,315 | 8,464 | 2.12% | 2.03% | 273 | -6,354 | -3.66% | Q4 2025 | Feb 06, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 166,871 | 8,441 | 1.63% | 1.41% | 274 | +27,661 | 19.87% | Q4 2025 | Jan 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 166,276 | 8,438 | 0.21% | 0.21% | 275 | +4,605 | 2.85% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 166,407 | 8,418 | 0.41% | 0.41% | 276 | -3,354 | -1.98% | Q4 2025 | Jan 20, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 164,580 | 8,325 | 1.54% | 1.53% | 277 | +10,256 | 6.65% | Q4 2025 | Jan 30, 2026 |
| Hilltop Holdings Inc. | History | Added to | 164,196 | 8,306 | 0.49% | 0.31% | 278 | +49,773 | 43.5% | Q4 2025 | Feb 17, 2026 |
| Financial Connections Group, Inc. | History | Added to | 164,091 | 8,301 | 2.85% | 2.75% | 279 | +25,240 | 18.18% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Reduced | 162,402 | 8,244 | 4.37% | 3.72% | 280 | -6,374 | -3.78% | Q4 2025 | Feb 12, 2026 |
| Advisory Alpha, LLC | History | Reduced | 160,989 | 8,144 | 0.22% | 0.26% | 281 | -25,465 | -13.66% | Q4 2025 | Feb 06, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 160,787 | 8,134 | 3.16% | 3.12% | 282 | +224 | 0.14% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 160,553 | 8,122 | 2.7% | 2.76% | 283 | +370 | 0.23% | Q4 2025 | Jan 23, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 160,257 | 8,118 | 0.38% | 0.44% | 284 | +7,886 | 5.18% | Q4 2025 | Feb 03, 2026 |
| IFG Advisory, LLC | History | Added to | 159,806 | 8,084 | 0.35% | 0.36% | 285 | +3,957 | 2.54% | Q4 2025 | Feb 10, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 159,505 | 8,069 | 0.69% | 0.52% | 286 | +89,573 | 128.09% | Q4 2025 | Feb 11, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 158,818 | 8,034 | 1.25% | 0.97% | 287 | +40,500 | 34.23% | Q4 2025 | Jan 21, 2026 |
| Bank of New York Mellon Corp | History | Added to | 158,724 | 8,029 | 0.0% | 0.0% | 288 | +55,014 | 53.05% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 158,598 | 8,023 | 0.04% | 0.03% | 289 | +62,066 | 64.3% | Q4 2025 | Feb 03, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 156,733 | 7,929 | 0.51% | 1.31% | 290 | -235,317 | -60.02% | Q4 2025 | Feb 04, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 155,619 | 7,872 | 1.12% | 1.2% | 291 | -8,275 | -5.05% | Q4 2025 | Jan 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 154,830 | 7,832 | 0.01% | 0.01% | 292 | +15,409 | 11.05% | Q4 2025 | Feb 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 153,391 | 7,788 | 1.05% | 0.94% | 293 | +1,656 | 1.09% | Q4 2025 | Feb 11, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 152,552 | 7,744 | 0.29% | 0.26% | 294 | +16,262 | 11.93% | Q4 2025 | Feb 12, 2026 |
| Sovran Advisors, LLC | History | Reduced | 152,279 | 7,714 | 0.66% | 0.84% | 295 | -35,789 | -19.03% | Q4 2025 | Jan 20, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 151,545 | 7,693 | 0.65% | 0.62% | 296 | +12,028 | 8.62% | Q4 2025 | Jan 21, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 151,854 | 7,682 | 0.45% | 0.39% | 297 | +23,962 | 18.74% | Q4 2025 | Jan 15, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 151,009 | 7,639 | 1.61% | 1.31% | 298 | +36,477 | 31.85% | Q4 2025 | Jan 14, 2026 |
| CITIGROUP INC | History | Added to | 150,516 | 7,614 | 0.0% | 0.0% | 299 | +16,294 | 12.14% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 148,222 | 7,498 | 0.18% | 0.17% | 300 | +16,435 | 12.47% | Q4 2025 | Jan 28, 2026 |
| 5th Street Advisors, LLC | History | Added to | 147,908 | 7,482 | 3.49% | 2.82% | 301 | +35,722 | 31.84% | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 147,565 | 7,465 | 0.08% | 0.08% | 302 | +48,223 | 48.54% | Q4 2025 | Jan 23, 2026 |
| Triumph Capital Management | History | Added to | 147,364 | 7,455 | 1.61% | 1.85% | 303 | +11,303 | 8.31% | Q4 2025 | Feb 12, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 145,656 | 7,368 | 4.47% | 5.03% | 304 | -16,799 | -10.34% | Q4 2025 | Jan 16, 2026 |
| Ackerman Asset Management, LLC | History | Added to | 145,507 | 7,361 | 4.9% | 4.68% | 305 | +16,620 | 12.9% | Q4 2025 | Feb 13, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 144,450 | 7,307 | 1.51% | — | 306 | +144,450 | New | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 143,812 | 7,275 | 0.08% | 0.08% | 308 | +47,031 | 48.6% | Q4 2025 | Jan 29, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 143,812 | 7,275 | 2.3% | 2.54% | 307 | +2,569 | 1.82% | Q4 2025 | Jan 08, 2026 |
| Forza Wealth Management, LLC | History | Added to | 142,673 | 7,217 | 2.61% | 2.46% | 309 | +16,185 | 12.8% | Q4 2025 | Feb 02, 2026 |
| Avestar Capital, LLC | History | Reduced | 142,252 | 7,212 | 0.47% | 0.96% | 310 | -147,790 | -50.95% | Q4 2025 | Feb 10, 2026 |
| O'Connor Financial Group LLC | History | Added to | 141,972 | 7,200 | 2.87% | 2.87% | 311 | +6,809 | 5.04% | Q4 2025 | Jan 26, 2026 |
| Blue Water Asset Management | History | New | 141,986 | 7,183 | 2.58% | — | 312 | +141,986 | New | Q4 2025 | Feb 05, 2026 |
| WT Wealth Management | History | Reduced | 141,673 | 7,167 | 2.06% | 2.13% | 313 | -4,321 | -2.96% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 140,623 | 7,114 | 0.04% | 0.04% | 314 | -6,483 | -4.41% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 140,246 | 7,095 | 0.45% | 0.44% | 315 | +10,382 | 7.99% | Q4 2025 | Feb 06, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 139,659 | 7,065 | 0.82% | 0.81% | 316 | +5,042 | 3.75% | Q4 2025 | Jan 15, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 137,783 | 6,970 | 0.4% | 0.15% | 317 | +107,421 | 353.8% | Q4 2025 | Jan 29, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 137,600 | 6,961 | 0.97% | 1.79% | 318 | -103,876 | -43.02% | Q4 2025 | Feb 06, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 137,240 | 6,943 | 1.81% | 1.75% | 319 | +9,033 | 7.05% | Q4 2025 | Jan 27, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 137,199 | 6,940 | 2.83% | 3.09% | 320 | +1,700 | 1.25% | Q4 2025 | Jan 15, 2026 |
| Atria Investments, Inc | History | Added to | 136,916 | 6,926 | 0.08% | 0.06% | 321 | +31,124 | 29.42% | Q4 2025 | Feb 05, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 134,588 | 6,808 | 0.05% | 0.04% | 322 | +14,183 | 11.78% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 134,055 | 6,781 | 0.1% | 0.08% | 323 | +11,965 | 9.8% | Q4 2025 | Feb 02, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 133,569 | 6,757 | 0.88% | 1.64% | 324 | -96,718 | -42.0% | Q4 2025 | Feb 13, 2026 |
| Guardian Wealth Advisors, LLC | History | Added to | 132,105 | 6,683 | 3.77% | 2.77% | 325 | +35,786 | 37.15% | Q4 2025 | Feb 02, 2026 |
| Scarborough Advisors, LLC | History | Added to | 132,035 | 6,679 | 1.13% | 1.15% | 326 | +3,091 | 2.4% | Q4 2025 | Feb 17, 2026 |
| Financially Speaking Inc | History | Reduced | 131,890 | 6,672 | 4.32% | 4.51% | 327 | -3,564 | -2.63% | Q4 2025 | Feb 10, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 131,671 | 6,661 | 0.04% | 0.04% | 328 | +2,971 | 2.31% | Q4 2025 | Feb 17, 2026 |
| Cottage Street Advisors LLC | History | Added to | 129,882 | 6,570 | 2.78% | 1.53% | 329 | +58,881 | 82.93% | Q4 2025 | Jan 26, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 129,543 | 6,553 | 3.2% | 2.91% | 330 | +13,575 | 11.71% | Q4 2025 | Feb 19, 2026 |
| Cynosure Group, LLC | History | Reduced | 128,929 | 6,522 | 0.66% | 2.0% | 331 | -233,406 | -64.42% | Q4 2025 | Feb 17, 2026 |
| Eagle Strategies LLC | History | Added to | 128,264 | 6,488 | 0.83% | 0.87% | 332 | +16 | 0.01% | Q4 2025 | Jan 23, 2026 |
| CRA Financial Services, LLC | History | Added to | 127,955 | 6,473 | 0.85% | 0.82% | 333 | +9,735 | 8.23% | Q4 2025 | Jan 16, 2026 |
| Sharper & Granite LLC | History | Added to | 127,742 | 6,462 | 2.28% | 2.22% | 334 | +5,349 | 4.37% | Q4 2025 | Jan 27, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 124,662 | 6,306 | 0.47% | 0.26% | 335 | +44,706 | 55.91% | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 124,203 | 6,283 | 1.46% | 1.32% | 336 | +11,954 | 10.65% | Q4 2025 | Feb 17, 2026 |
| One Capital Management, LLC | History | Added to | 124,162 | 6,281 | 0.19% | 0.19% | 337 | +9,338 | 8.13% | Q4 2025 | Feb 10, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 121,457 | 6,144 | 1.08% | 1.14% | 338 | +5,310 | 4.57% | Q4 2025 | Jan 29, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 121,050 | 6,123 | 1.44% | 1.57% | 339 | -4,575 | -3.64% | Q4 2025 | Jan 16, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 120,852 | 6,113 | 1.15% | 1.05% | 340 | +11,364 | 10.38% | Q4 2025 | Feb 12, 2026 |
| 5T Wealth, LLC | History | Added to | 120,673 | 6,104 | 2.44% | 1.37% | 341 | +58,771 | 94.94% | Q4 2025 | Jan 27, 2026 |
| Bank of New Hampshire | History | New | 120,094 | 6,075 | 1.37% | — | 342 | +120,094 | New | Q4 2025 | Mar 16, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 119,027 | 6,035 | 2.39% | 2.8% | 343 | -14,301 | -10.73% | Q4 2025 | Feb 05, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 119,160 | 6,028 | 0.04% | 0.04% | 344 | -12,120 | -9.23% | Q4 2025 | Jan 27, 2026 |
| Formidable Asset Management, LLC | History | Added to | 118,533 | 6,013 | 0.87% | 0.91% | 345 | +4,215 | 3.69% | Q4 2025 | Jan 16, 2026 |
| Security National Bank | History | Added to | 118,610 | 6,000 | 0.86% | 0.89% | 346 | +4,608 | 4.04% | Q4 2025 | Feb 05, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 117,893 | 5,964 | 4.14% | 4.53% | 347 | -523 | -0.44% | Q4 2025 | Jan 23, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 114,132 | 5,788 | 0.14% | 0.16% | 348 | -7,932 | -6.5% | Q4 2025 | Jan 28, 2026 |
| BOS Asset Management, LLC | History | Added to | 114,145 | 5,774 | 1.55% | 1.61% | 349 | +1,793 | 1.6% | Q4 2025 | Jan 09, 2026 |
| Worth Asset Management, LLC | History | New | 113,124 | 5,722 | 2.43% | — | 351 | +113,124 | New | Q4 2025 | Jan 14, 2026 |
| Savant Capital, LLC | History | Reduced | 113,113 | 5,722 | 0.03% | 0.04% | 350 | -10,456 | -8.46% | Q4 2025 | Feb 10, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 112,603 | 5,696 | 4.16% | 4.62% | 352 | -4,097 | -3.51% | Q4 2025 | Jan 21, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 111,551 | 5,645 | 1.33% | 0.91% | 353 | +27,488 | 32.7% | Q4 2025 | Jan 14, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 111,329 | 5,632 | 1.45% | 1.72% | 354 | -14,952 | -11.84% | Q4 2025 | Feb 06, 2026 |
| Skyline Advisors, Inc. | History | Added to | 110,790 | 5,604 | 1.87% | 1.83% | 355 | +6,024 | 5.75% | Q4 2025 | Jan 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 110,109 | 5,570 | 1.24% | 1.13% | 356 | +18,652 | 20.39% | Q4 2025 | Jan 09, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 108,702 | 5,499 | 5.07% | — | 357 | +108,702 | New | Q4 2025 | Feb 27, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 107,324 | 5,448 | 4.57% | — | 358 | +107,324 | New | Q4 2025 | Feb 05, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 107,339 | 5,430 | 0.51% | 0.41% | 359 | +22,815 | 26.99% | Q4 2025 | Jan 23, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 107,188 | 5,422 | 0.51% | 0.43% | 360 | +29,245 | 37.52% | Q4 2025 | Feb 13, 2026 |
| Cravens & Co Advisors, LLC | History | New | 104,395 | 5,288 | 3.46% | — | 361 | +104,395 | New | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 102,855 | 5,203 | 0.09% | 0.14% | 362 | -16,934 | -14.14% | Q4 2025 | Feb 06, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Added to | 102,501 | 5,185 | 1.29% | 1.36% | 363 | +3,318 | 3.35% | Q4 2025 | Feb 06, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 102,264 | 5,173 | 1.59% | 1.27% | 364 | +25,791 | 33.73% | Q4 2025 | Feb 11, 2026 |
| Entelevest, LLC | History | New | 101,902 | 5,155 | 5.17% | — | 365 | +101,902 | New | Q4 2025 | Feb 11, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 101,754 | 5,147 | 0.22% | 0.23% | 366 | -3,972 | -3.76% | Q4 2025 | Feb 11, 2026 |
| WMS Group LLC | History | New | 101,231 | 5,121 | 6.51% | — | 367 | +101,231 | New | Q4 2025 | Mar 03, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 101,206 | 5,120 | 0.65% | — | 368 | +101,206 | New | Q4 2025 | Jan 27, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 100,847 | 5,101 | 4.4% | 3.7% | 369 | +720 | 0.72% | Q4 2025 | Feb 09, 2026 |
| Sherman Wealth Management LLC | History | New | 100,431 | 5,080 | 4.41% | — | 370 | +100,431 | New | Q4 2025 | Jan 15, 2026 |
| North Forty Two & Co. | History | Reduced | 100,374 | 5,077 | 4.79% | 5.14% | 371 | -3,295 | -3.18% | Q4 2025 | Feb 09, 2026 |
| GK Wealth Management LLC | History | Added to | 100,209 | 5,069 | 3.36% | 3.56% | 372 | +4,173 | 4.35% | Q4 2025 | Jan 05, 2026 |
| Colonial Trust Advisors | History | Reduced | 100,180 | 5,068 | 0.38% | 0.45% | 373 | -14,813 | -12.88% | Q4 2025 | Feb 12, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 99,858 | 5,051 | 1.66% | 2.29% | 374 | -32,697 | -24.67% | Q4 2025 | Feb 05, 2026 |
| Newport Capital Group, LLC | History | Added to | 99,200 | 5,018 | 3.07% | 2.2% | 376 | +30,295 | 43.97% | Q4 2025 | Feb 13, 2026 |
| Edgestream Partners, L.P. | History | Added to | 99,192 | 5,018 | 0.14% | 0.13% | 375 | +13,592 | 15.88% | Q4 2025 | Feb 13, 2026 |
| CVS HEALTH Corp | History | New | 98,500 | 4,983 | 3.68% | — | 377 | +98,500 | New | Q4 2025 | Feb 13, 2026 |
| Intrua Financial, LLC | History | Reduced | 98,457 | 4,980 | 0.53% | 0.55% | 378 | -1,556 | -1.56% | Q4 2025 | Feb 05, 2026 |
| Saxony Capital Management, LLC | History | Added to | 98,384 | 4,977 | 3.05% | 1.61% | 379 | +50,326 | 104.72% | Q4 2025 | Jan 15, 2026 |
| Invariant Investment Management | History | New | 98,294 | 4,976 | 3.18% | — | 380 | +98,294 | New | Q4 2025 | Jan 26, 2026 |
| Martin Investment Management, LLC | History | New | 98,190 | 4,967 | 1.39% | — | 381 | +98,190 | New | Q4 2025 | Feb 10, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 97,822 | 4,948 | 0.13% | 0.17% | 382 | -914 | -0.93% | Q4 2025 | Feb 17, 2026 |
| Legacy Private Trust Co. | History | Reduced | 97,432 | 4,929 | 0.29% | 1.05% | 383 | -248,892 | -71.87% | Q4 2025 | Jan 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 97,254 | 4,920 | 0.03% | 0.02% | 384 | +15,572 | 19.06% | Q4 2025 | Feb 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 97,195 | 4,917 | 0.38% | 0.28% | 385 | +28,377 | 41.23% | Q4 2025 | Jan 23, 2026 |
| United Advisor Group, LLC | History | Reduced | 96,603 | 4,887 | 0.61% | 0.8% | 386 | -20,277 | -17.35% | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | Reduced | 96,076 | 4,860 | 0.1% | 0.1% | 387 | -1,899 | -1.94% | Q4 2025 | Feb 02, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 97,161 | 4,830 | 4.05% | 4.3% | 388 | -6,555 | -6.32% | Q4 2025 | Jan 20, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 94,558 | 4,790 | 0.95% | 1.02% | 389 | +222 | 0.24% | Q4 2025 | Jan 16, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 93,965 | 4,753 | 0.25% | 0.23% | 390 | +10,692 | 12.84% | Q4 2025 | Jan 26, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 93,523 | 4,731 | 0.35% | 0.31% | 391 | +13,705 | 17.17% | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 92,965 | 4,703 | 0.07% | 0.07% | 392 | +2,744 | 3.04% | Q4 2025 | Feb 09, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 92,517 | 4,680 | 1.59% | 1.4% | 394 | +20,623 | 28.69% | Q4 2025 | Jan 20, 2026 |
| Trademark Financial Management, LLC | History | Added to | 92,518 | 4,680 | 2.58% | 2.7% | 393 | +1,180 | 1.29% | Q4 2025 | Jan 28, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 91,420 | 4,624 | 1.68% | 1.64% | 395 | +10,288 | 12.68% | Q4 2025 | Feb 11, 2026 |
| SlateStone Wealth, LLC | History | No change | 91,320 | 4,620 | 0.39% | 0.4% | 396 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 91,219 | 4,618 | 0.29% | 0.31% | 397 | -2,273 | -2.43% | Q4 2025 | Feb 17, 2026 |
| Vienna Asset Management LLC | History | Added to | 90,760 | 4,591 | 2.6% | 1.09% | 398 | +54,616 | 151.11% | Q4 2025 | Feb 13, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 90,589 | 4,582 | 3.42% | 3.97% | 399 | -5,605 | -5.83% | Q4 2025 | Feb 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 90,299 | 4,568 | 0.31% | 0.24% | 400 | +31,544 | 53.69% | Q4 2025 | Feb 03, 2026 |
| Bauman Advisory Group, LLC | History | New | 89,932 | 4,549 | 3.67% | — | 401 | +89,932 | New | Q4 2025 | Feb 20, 2026 |
| Strategic Wealth Advisors LLC | History | New | 89,892 | 4,547 | 3.89% | — | 402 | +89,892 | New | Q4 2025 | Feb 03, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 89,473 | 4,526 | 0.68% | 0.73% | 403 | -4,105 | -4.39% | Q4 2025 | Feb 11, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 88,934 | 4,511 | 0.73% | 0.73% | 404 | +7,373 | 9.04% | Q4 2025 | Jan 28, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 89,136 | 4,509 | 1.24% | 1.43% | 405 | -12,759 | -12.52% | Q4 2025 | Jan 15, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 89,114 | 4,508 | 1.97% | 2.29% | 406 | -9,027 | -9.2% | Q4 2025 | Jan 29, 2026 |
| BayBridge Capital Group, LLC | History | Added to | 89,045 | 4,504 | 2.79% | 2.39% | 407 | +15,124 | 20.46% | Q4 2025 | Jan 16, 2026 |
| JGP Wealth Management, LLC | History | Added to | 88,979 | 4,501 | 0.47% | 0.49% | 408 | +713 | 0.81% | Q4 2025 | Jan 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 88,948 | 4,499 | 0.0% | 0.0% | 409 | +23,814 | 36.56% | Q4 2025 | Feb 17, 2026 |
| NORDEN GROUP LLC | History | Reduced | 88,098 | 4,456 | 0.44% | 0.51% | 410 | -9,913 | -10.11% | Q4 2025 | Jan 13, 2026 |
| Illumine Investment Management, LLC | History | Added to | 86,743 | 4,388 | 3.2% | 3.06% | 411 | +1,986 | 2.34% | Q4 2025 | Feb 09, 2026 |
| Woodside Wealth Management LLC | History | Added to | 86,085 | 4,355 | 3.25% | 3.03% | 412 | +10,215 | 13.46% | Q4 2025 | Jan 30, 2026 |
| Apeiron RIA LLC | History | Reduced | 85,714 | 4,337 | 0.88% | 0.98% | 413 | -236 | -0.27% | Q4 2025 | Feb 03, 2026 |
| DAVENPORT & Co LLC | History | Added to | 85,630 | 4,332 | 0.02% | 0.02% | 414 | +7,920 | 10.19% | Q4 2025 | Jan 12, 2026 |
| Gallacher Capital Management LLC | History | Added to | 84,863 | 4,293 | 1.66% | 1.63% | 416 | +3,422 | 4.2% | Q4 2025 | Feb 03, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 84,867 | 4,293 | 0.14% | 0.15% | 415 | -481 | -0.56% | Q4 2025 | Feb 09, 2026 |
| Sun Financial Inc | History | New | 84,122 | 4,255 | 2.37% | — | 417 | +84,122 | New | Q4 2025 | Feb 02, 2026 |
| Gateway Wealth Partners, LLC | History | New | 83,656 | 4,232 | 0.47% | — | 418 | +83,656 | New | Q4 2025 | Feb 11, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 83,175 | 4,207 | 0.17% | 0.18% | 419 | +1,439 | 1.76% | Q4 2025 | Jan 14, 2026 |
| Herold Advisors, Inc. | History | Reduced | 83,095 | 4,203 | 0.94% | 1.05% | 420 | -6,490 | -7.24% | Q4 2025 | Feb 17, 2026 |
| Brooklyn FI, LLC | History | Reduced | 83,002 | 4,199 | 0.9% | 1.21% | 421 | -27,650 | -24.99% | Q4 2025 | Jan 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 82,764 | 4,185 | 0.58% | 0.58% | 422 | +10,799 | 15.01% | Q4 2025 | Jan 21, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 82,466 | 4,179 | 0.94% | 1.11% | 423 | -2,555 | -3.01% | Q4 2025 | Feb 04, 2026 |
| MBA Advisors LLC | History | Added to | 82,421 | 4,169 | 1.68% | 1.52% | 424 | +12,182 | 17.34% | Q4 2025 | Jan 21, 2026 |
| Castleview Partners, LLC | History | Added to | 82,285 | 4,162 | 2.06% | 1.91% | 425 | +12,764 | 18.36% | Q4 2025 | Jan 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 82,206 | 4,159 | 0.14% | 1.17% | 426 | -488,663 | -85.6% | Q4 2025 | Feb 13, 2026 |
| Patten Group, Inc. | History | Reduced | 82,202 | 4,158 | 0.77% | 0.84% | 427 | -3,121 | -3.66% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 82,147 | 4,155 | 0.06% | 0.06% | 428 | +8,050 | 10.86% | Q4 2025 | Feb 12, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 82,095 | 4,153 | 3.44% | 3.19% | 429 | +8,737 | 11.91% | Q4 2025 | Feb 06, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 81,853 | 4,140 | 1.75% | 2.04% | 430 | -6,658 | -7.52% | Q4 2025 | Feb 02, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Added to | 81,024 | 4,113 | 2.22% | 2.02% | 431 | +11,573 | 16.66% | Q4 2025 | Feb 12, 2026 |
| McCarthy Asset Management, Inc. | History | Reduced | 80,989 | 4,097 | 2.14% | 2.97% | 432 | -10,321 | -11.3% | Q4 2025 | Feb 03, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 80,646 | 4,082 | 0.98% | 0.61% | 433 | +33,446 | 70.86% | Q4 2025 | Jan 21, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 79,461 | 4,019 | 1.1% | 3.63% | 434 | -168,530 | -67.96% | Q4 2025 | Jan 14, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 79,415 | 4,017 | 0.62% | 0.49% | 435 | +14,468 | 22.28% | Q4 2025 | Jan 21, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 79,255 | 4,009 | 2.1% | — | 436 | +79,255 | New | Q4 2025 | Feb 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 79,071 | 4,000 | 0.01% | 0.01% | 437 | -16,044 | -16.87% | Q4 2025 | Feb 12, 2026 |
| Willow Financial LLC | History | New | 78,955 | 3,994 | 4.06% | — | 438 | +78,955 | New | Q4 2025 | Apr 21, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Added to | 78,652 | 3,979 | 1.96% | 1.93% | 439 | +3,570 | 4.75% | Q4 2025 | Feb 17, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 78,383 | 3,965 | 1.82% | 1.8% | 440 | +84 | 0.11% | Q4 2025 | Feb 09, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 78,065 | 3,949 | 0.24% | 0.24% | 441 | -1,000 | -1.26% | Q4 2025 | Feb 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 77,719 | 3,945 | 0.11% | 0.09% | 442 | +13,055 | 20.19% | Q4 2025 | Jan 12, 2026 |
| NOVEM GROUP | History | Added to | 77,753 | 3,933 | 0.45% | 0.43% | 443 | +5,581 | 7.73% | Q4 2025 | Jan 27, 2026 |
| Hixon Zuercher, LLC | History | Reduced | 77,072 | 3,899 | 1.18% | 1.19% | 444 | -322 | -0.42% | Q4 2025 | Jan 26, 2026 |
| Oxbow Advisors, LLC | History | Added to | 77,063 | 3,898 | 0.34% | 0.28% | 445 | +18,078 | 30.65% | Q4 2025 | Feb 04, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 76,691 | 3,879 | 2.08% | 1.44% | 446 | +25,158 | 48.82% | Q4 2025 | Feb 24, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Added to | 75,612 | 3,825 | 0.63% | 0.57% | 447 | +4,055 | 5.67% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 75,558 | 3,822 | 0.2% | 0.21% | 448 | +2,063 | 2.81% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 74,551 | 3,771 | 0.07% | 0.08% | 449 | -2,500 | -3.24% | Q4 2025 | Jan 14, 2026 |
| Keystone Financial Services, LLC | History | Added to | 74,482 | 3,768 | 2.57% | 2.58% | 450 | +1,700 | 2.34% | Q4 2025 | Jan 27, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 74,079 | 3,747 | 0.07% | 0.43% | 451 | -350,884 | -82.57% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 74,054 | 3,746 | 0.03% | 0.03% | 452 | +1,916 | 2.66% | Q4 2025 | Feb 18, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 74,026 | 3,744 | 0.52% | 0.52% | 453 | +1 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MidFirst Bank | History | New | 73,801 | 3,733 | 0.3% | — | 454 | +73,801 | New | Q4 2025 | Feb 25, 2026 |
| Certified Advisory Corp | History | Added to | 73,658 | 3,726 | 0.34% | 0.32% | 455 | +7,034 | 10.56% | Q4 2025 | Jan 12, 2026 |
| Directional Asset Management | History | New | 72,750 | 3,680 | 3.23% | — | 456 | +72,750 | New | Q4 2025 | Jan 29, 2026 |
| Brookstone Capital Management | History | Added to | 72,334 | 3,659 | 0.04% | 0.02% | 457 | +43,350 | 149.57% | Q4 2025 | Jan 15, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 72,169 | 3,651 | 0.58% | 0.6% | 458 | -1,886 | -2.55% | Q4 2025 | Jan 23, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 72,029 | 3,643 | 2.17% | 2.26% | 459 | -229 | -0.32% | Q4 2025 | Jan 14, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 71,834 | 3,634 | 0.67% | 0.54% | 460 | +11,621 | 19.3% | Q4 2025 | Feb 05, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 71,425 | 3,627 | 2.47% | 0.19% | 461 | +61,079 | 590.36% | Q4 2025 | Feb 17, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 70,717 | 3,577 | 6.4% | 7.96% | 462 | -6,505 | -8.42% | Q4 2025 | Jan 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 69,586 | 3,532 | 0.12% | 0.17% | 463 | -23,336 | -25.11% | Q4 2025 | Jan 12, 2026 |
| Crumly & Associates Inc. | History | Reduced | 69,533 | 3,517 | 0.74% | 1.83% | 464 | -95,519 | -57.87% | Q4 2025 | Jan 14, 2026 |
| OPTIMA CAPITAL LLC | History | New | 68,644 | 3,484 | 1.51% | — | 465 | +68,644 | New | Q4 2025 | Jan 23, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 68,512 | 3,466 | 0.28% | 0.42% | 466 | -28,119 | -29.1% | Q4 2025 | Jan 23, 2026 |
| Western Wealth Management, LLC | History | Added to | 68,482 | 3,464 | 0.16% | 0.17% | 467 | +6,345 | 10.21% | Q4 2025 | Feb 05, 2026 |
| Crewe Advisors LLC | History | Reduced | 68,160 | 3,448 | 0.31% | 0.44% | 468 | -22,938 | -25.18% | Q4 2025 | Jan 16, 2026 |
| GatePass Capital, LLC | History | Added to | 67,816 | 3,430 | 1.77% | 1.78% | 469 | +7,161 | 11.81% | Q4 2025 | Feb 09, 2026 |
| Madrid Wealth Management, LLC | History | New | 66,831 | 3,380 | 2.74% | — | 470 | +66,831 | New | Q4 2025 | Feb 02, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 66,760 | 3,377 | 1.49% | 1.53% | 472 | -642 | -0.95% | Q4 2025 | Feb 05, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 66,743 | 3,377 | 0.15% | 0.17% | 471 | -383 | -0.57% | Q4 2025 | Feb 10, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Added to | 65,762 | 3,326 | 5.04% | 2.58% | 473 | +29,273 | 80.22% | Q4 2025 | Feb 06, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 65,155 | 3,307 | 0.56% | 0.51% | 474 | +9,982 | 18.09% | Q4 2025 | Jan 12, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 65,296 | 3,303 | 0.21% | 0.22% | 475 | +2,026 | 3.2% | Q4 2025 | Feb 18, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Reduced | 64,931 | 3,293 | 2.23% | 3.48% | 476 | -27,784 | -29.97% | Q4 2025 | Feb 24, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 64,884 | 3,284 | 1.28% | 1.51% | 477 | -4,563 | -6.57% | Q4 2025 | Jan 21, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 64,873 | 3,281 | 1.29% | 1.43% | 478 | -4,237 | -6.13% | Q4 2025 | Jan 27, 2026 |
| Sigma Planning Corp | History | Reduced | 64,629 | 3,270 | 0.09% | 0.11% | 479 | -10,883 | -14.41% | Q4 2025 | Jan 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 64,540 | 3,265 | 0.1% | 0.07% | 480 | +20,211 | 45.59% | Q4 2025 | Feb 12, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 64,438 | 3,259 | 0.41% | 0.47% | 481 | -1,180 | -1.8% | Q4 2025 | Feb 13, 2026 |
| NWAM LLC | History | Reduced | 63,677 | 3,230 | 0.18% | 0.33% | 482 | -56,458 | -47.0% | Q4 2025 | Feb 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 63,428 | 3,220 | 0.04% | 0.04% | 483 | -1,662 | -2.55% | Q4 2025 | Jan 22, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 63,494 | 3,212 | 0.73% | 1.41% | 484 | -58,845 | -48.1% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 61,818 | 3,127 | 0.02% | 0.03% | 485 | -2,398 | -3.73% | Q4 2025 | Feb 12, 2026 |
| Rise Advisors, LLC | History | Added to | 61,546 | 3,113 | 1.11% | 0.53% | 486 | +32,526 | 112.08% | Q4 2025 | Feb 11, 2026 |
| Dean, Jacobson Financial Services, LLC | History | Reduced | 61,102 | 3,091 | 1.96% | 2.47% | 487 | -5,911 | -8.82% | Q4 2025 | Feb 03, 2026 |
| Flagship Capital Management Inc. | History | New | 61,031 | 3,087 | 2.18% | — | 488 | +61,031 | New | Q4 2025 | Jan 22, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 60,728 | 3,072 | 4.55% | 9.75% | 489 | -1,403,981 | -95.85% | Q4 2025 | Feb 18, 2026 |
| SP Asset Management LLC | History | Reduced | 60,574 | 3,064 | 0.24% | 0.25% | 490 | -2,577 | -4.08% | Q4 2025 | Jan 28, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 60,364 | 3,053 | 1.01% | 0.92% | 491 | +7,647 | 14.51% | Q4 2025 | Feb 05, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 60,051 | 3,037 | 0.46% | 0.51% | 492 | -3,309 | -5.22% | Q4 2025 | Jan 13, 2026 |
| Nolet Wealth Management, LLC | History | New | 59,598 | 3,015 | 1.68% | — | 493 | +59,598 | New | Q4 2025 | Feb 27, 2026 |
| Procyon Advisors, LLC | History | Added to | 59,590 | 3,014 | 0.15% | 0.17% | 494 | +2,107 | 3.67% | Q4 2025 | Jan 07, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 59,214 | 2,995 | 0.13% | 0.13% | 495 | -3,279 | -5.25% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 59,181 | 2,993 | 0.02% | 0.01% | 496 | +13,650 | 29.98% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 58,362 | 2,952 | 0.07% | 0.03% | 497 | +38,015 | 186.83% | Q4 2025 | Feb 13, 2026 |
| Nikulski Financial, Inc. | History | Added to | 58,199 | 2,944 | 0.7% | 0.64% | 498 | +7,749 | 15.36% | Q4 2025 | Jan 15, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 58,033 | 2,935 | 0.23% | 0.15% | 499 | +22,995 | 65.63% | Q4 2025 | Feb 04, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 57,527 | 2,910 | 1.23% | 1.25% | 500 | +1,951 | 3.51% | Q4 2025 | Feb 02, 2026 |
| Old Port Advisors | History | Added to | 57,432 | 2,905 | 0.71% | 0.68% | 501 | +3,786 | 7.06% | Q4 2025 | Jan 08, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Reduced | 56,455 | 2,866 | 1.16% | 1.26% | 502 | -1,295 | -2.24% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 56,253 | 2,845 | 0.06% | 0.05% | 503 | +29,171 | 107.71% | Q4 2025 | Feb 11, 2026 |
| Bolthouse Investments, LLC | History | No change | 56,198 | 2,843 | 2.53% | 2.58% | 504 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 55,817 | 2,833 | 0.65% | 0.7% | 505 | -1,345 | -2.35% | Q4 2025 | Jan 28, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 55,702 | 2,825 | 1.86% | 1.91% | 506 | +2,756 | 5.21% | Q4 2025 | Feb 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 55,224 | 2,793 | 0.1% | 0.11% | 507 | -2,657 | -4.59% | Q4 2025 | Jan 27, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 55,044 | 2,784 | 0.3% | 0.39% | 508 | +9 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 55,044 | 2,784 | 0.42% | 0.6% | 509 | +9 | 0.02% | Q4 2025 | Feb 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 54,815 | 2,773 | 0.52% | 0.55% | 510 | -856 | -1.54% | Q4 2025 | Jan 30, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 54,537 | 2,759 | 0.29% | 0.25% | 511 | +9,327 | 20.63% | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | Reduced | 54,544 | 2,759 | 0.05% | 0.07% | 512 | -3,765 | -6.46% | Q4 2025 | Jan 21, 2026 |
| BancFirst Trust & Investment Management | History | Added to | 54,203 | 2,752 | 1.13% | 1.04% | 513 | +337 | 0.63% | Q4 2025 | Jan 05, 2026 |
| Essex LLC | History | Reduced | 53,799 | 2,721 | 0.48% | 0.51% | 514 | -1,260 | -2.29% | Q4 2025 | Jan 20, 2026 |
| Firestone Capital Management | History | Added to | 53,751 | 2,719 | 0.58% | 0.19% | 515 | +36,629 | 213.93% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 53,721 | 2,717 | 0.0% | 0.0% | 516 | -15,136 | -21.98% | Q4 2025 | Feb 12, 2026 |
| Cambridge Advisors Inc. | History | Added to | 53,494 | 2,706 | 0.52% | 0.49% | 517 | +4,024 | 8.13% | Q4 2025 | Jan 21, 2026 |
| Transcendent Capital Group LLC | History | Added to | 53,446 | 2,703 | 1.22% | 1.18% | 518 | +1,320 | 2.53% | Q4 2025 | Jan 26, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 53,312 | 2,697 | 0.3% | 0.28% | 519 | +4,056 | 8.23% | Q4 2025 | Jan 20, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 53,016 | 2,682 | 0.55% | 0.59% | 520 | -2,047 | -3.72% | Q4 2025 | Feb 09, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 52,525 | 2,657 | 0.56% | 0.54% | 521 | +2,913 | 5.87% | Q4 2025 | Jan 12, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 52,512 | 2,656 | 0.4% | 0.39% | 522 | +4,803 | 10.07% | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 52,490 | 2,655 | 0.01% | — | 523 | +52,490 | New | Q4 2025 | Feb 18, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 52,417 | 2,651 | 0.37% | 0.45% | 524 | -4,318 | -7.61% | Q4 2025 | Jan 23, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Reduced | 52,116 | 2,636 | 0.54% | 0.54% | 525 | -150 | -0.29% | Q4 2025 | Feb 10, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 51,904 | 2,626 | 0.17% | 0.19% | 526 | -5,735 | -9.95% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 51,898 | 2,625 | 0.01% | 0.01% | 527 | +1,967 | 3.94% | Q4 2025 | Jan 30, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 51,725 | 2,616 | 0.73% | 0.96% | 528 | -17,084 | -24.83% | Q4 2025 | Jan 13, 2026 |
| Trek Financial, LLC | History | Reduced | 51,398 | 2,600 | 0.15% | 0.2% | 529 | -15,402 | -23.06% | Q4 2025 | Feb 04, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 50,940 | 2,577 | 1.4% | 1.46% | 530 | -3,755 | -6.87% | Q4 2025 | Jan 28, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 50,230 | 2,549 | 0.56% | 0.51% | 531 | +5,026 | 11.12% | Q4 2025 | Feb 17, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 49,938 | 2,526 | 0.69% | 0.77% | 532 | -6,987 | -12.27% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | Reduced | 49,751 | 2,516 | 0.34% | 0.37% | 533 | -4,553 | -8.38% | Q4 2025 | Feb 12, 2026 |
| ProVise Management Group, LLC | History | Reduced | 49,289 | 2,493 | 0.18% | 0.25% | 534 | -18,222 | -26.99% | Q4 2025 | Jan 29, 2026 |
| Evergreen Wealth Partners LLC | History | New | 48,923 | 2,475 | 2.09% | — | 536 | +48,923 | New | Q4 2025 | Feb 05, 2026 |
| Leo Wealth, LLC | History | Added to | 48,939 | 2,475 | 0.18% | 0.31% | 535 | +1,750 | 3.71% | Q4 2025 | Jan 21, 2026 |
| NVWM, LLC | History | Added to | 48,617 | 2,459 | 0.54% | 0.54% | 537 | +1,206 | 2.54% | Q4 2025 | Jan 20, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 48,576 | 2,457 | 0.14% | 0.14% | 538 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 48,512 | 2,454 | 0.73% | 0.84% | 539 | -4,037 | -7.68% | Q4 2025 | Feb 10, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 48,492 | 2,453 | 0.82% | 0.57% | 540 | +18,183 | 59.99% | Q4 2025 | Feb 06, 2026 |
| Klingman & Associates, LLC | History | No change | 47,808 | 2,418 | 0.12% | 0.12% | 541 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Financial Perspectives, Inc | History | Reduced | 47,458 | 2,400 | 0.65% | 0.67% | 542 | -525 | -1.09% | Q4 2025 | Jan 28, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 47,435 | 2,399 | 0.49% | 0.51% | 543 | -215 | -0.45% | Q4 2025 | Jan 21, 2026 |
| Arkadios Wealth Advisors | History | Added to | 47,274 | 2,391 | 0.05% | 0.04% | 544 | +11,210 | 31.08% | Q4 2025 | Feb 13, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 47,229 | 2,389 | 0.88% | 0.91% | 545 | -121 | -0.26% | Q4 2025 | Feb 17, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 47,154 | 2,385 | 1.57% | 1.61% | 546 | +125 | 0.27% | Q4 2025 | Feb 17, 2026 |
| Prentice Wealth Management LLC | History | Added to | 47,007 | 2,378 | 0.54% | 0.12% | 547 | +37,769 | 408.84% | Q4 2025 | Jan 30, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 46,694 | 2,362 | 0.15% | 0.05% | 548 | +32,826 | 236.7% | Q4 2025 | Feb 11, 2026 |
| Freedom Financial Partners LLC | History | Added to | 46,456 | 2,350 | 0.85% | 0.66% | 549 | +12,321 | 36.09% | Q4 2025 | Jan 06, 2026 |
| Hartford Financial Management Inc. | History | Added to | 46,186 | 2,336 | 0.61% | 0.6% | 550 | +1,700 | 3.82% | Q4 2025 | Jan 21, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 46,110 | 2,332 | 0.94% | 1.0% | 551 | +932 | 2.06% | Q4 2025 | Jan 16, 2026 |
| Summit Financial, LLC | History | Added to | 45,871 | 2,328 | 0.03% | 0.03% | 552 | +1,340 | 3.01% | Q4 2025 | Feb 13, 2026 |
| Mosley Wealth Management | History | New | 45,884 | 2,323 | 1.06% | — | 553 | +45,884 | New | Q4 2025 | Feb 12, 2026 |
| First Citizens Financial Corp | History | Added to | 45,702 | 2,312 | 1.14% | 1.09% | 554 | +2,028 | 4.64% | Q4 2025 | Jan 06, 2026 |
| Creative Planning | History | Added to | 45,191 | 2,286 | 0.0% | 0.0% | 555 | +4,597 | 11.32% | Q4 2025 | Feb 17, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 44,653 | 2,258 | 0.09% | 0.08% | 556 | -611 | -1.35% | Q4 2025 | Feb 04, 2026 |
| Everstar Asset Management, LLC | History | Added to | 44,377 | 2,245 | 1.2% | 0.52% | 558 | +26,291 | 145.37% | Q4 2025 | Feb 05, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 44,386 | 2,245 | 1.41% | 1.58% | 557 | -436 | -0.97% | Q4 2025 | Jan 28, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 44,342 | 2,243 | 0.18% | 0.19% | 559 | -1,186 | -2.6% | Q4 2025 | Feb 17, 2026 |
| Texas Yale Capital Corp. | History | Added to | 44,201 | 2,236 | 0.07% | 0.07% | 560 | +1,385 | 3.23% | Q4 2025 | Feb 10, 2026 |
| Dunhill Financial, LLC | History | Added to | 44,170 | 2,234 | 0.55% | 0.45% | 561 | +10,002 | 29.27% | Q4 2025 | Jan 29, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 44,087 | 2,230 | 1.03% | 1.09% | 562 | -2,221 | -4.8% | Q4 2025 | Jan 21, 2026 |
| INSIGHT 2811, INC. | History | Reduced | 44,027 | 2,227 | 0.98% | 1.17% | 563 | -7,545 | -14.63% | Q4 2025 | Feb 03, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 43,987 | 2,225 | 0.4% | 0.31% | 564 | +12,005 | 37.54% | Q4 2025 | Feb 06, 2026 |
| Kovack Advisors, Inc. | History | Added to | 43,333 | 2,192 | 0.1% | 0.09% | 565 | +23,468 | 118.14% | Q4 2025 | Feb 17, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 42,992 | 2,174 | 1.3% | 1.39% | 566 | -1,533 | -3.44% | Q4 2025 | Jan 12, 2026 |
| Revisor Wealth Management LLC | History | Added to | 42,235 | 2,138 | 0.57% | 0.51% | 567 | +13,008 | 44.51% | Q4 2025 | Jan 27, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 41,911 | 2,120 | 0.28% | 0.27% | 568 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| 9823 Capital, L.P. | History | New | 41,675 | 2,108 | 1.45% | — | 569 | +41,675 | New | Q4 2025 | Feb 17, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 41,330 | 2,090 | 0.14% | 0.17% | 570 | -6,902 | -14.31% | Q4 2025 | Jan 27, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 41,206 | 2,084 | 1.38% | 1.51% | 571 | -3,892 | -8.63% | Q4 2025 | Feb 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 40,858 | 2,067 | 1.64% | — | 572 | +40,858 | New | Q4 2025 | Feb 11, 2026 |
| SouthState Bank Corp | History | Added to | 40,828 | 2,065 | 0.09% | 0.09% | 573 | +828 | 2.07% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | Added to | 40,713 | 2,059 | 0.03% | 0.03% | 574 | +16,551 | 68.5% | Q4 2025 | Mar 12, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 40,527 | 2,057 | 1.31% | 3.24% | 575 | -61,783 | -60.39% | Q4 2025 | Feb 11, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 40,599 | 2,053 | 0.68% | 0.75% | 576 | -3,195 | -7.3% | Q4 2025 | Feb 11, 2026 |
| Essex Bank | History | Added to | 40,448 | 2,046 | 0.44% | 0.42% | 577 | +3,540 | 9.59% | Q4 2025 | Feb 02, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 40,420 | 2,044 | 0.11% | 0.12% | 578 | +2,633 | 6.97% | Q4 2025 | Feb 04, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 40,143 | 2,030 | 0.3% | 0.41% | 579 | -10,642 | -20.96% | Q4 2025 | Jan 27, 2026 |
| MSH Capital Advisors LLC | History | Added to | 39,833 | 2,015 | 0.43% | 0.52% | 580 | +1,725 | 4.53% | Q4 2025 | Feb 09, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 39,821 | 2,014 | 1.68% | 1.57% | 581 | +2,611 | 7.02% | Q4 2025 | Feb 11, 2026 |
| Red Mountain Financial, LLC | History | Added to | 39,689 | 2,007 | 1.97% | 2.02% | 582 | +478 | 1.22% | Q4 2025 | Jan 26, 2026 |
| SkyView Investment Advisors, LLC | History | New | 39,503 | 1,998 | 0.25% | — | 583 | +39,503 | New | Q4 2025 | Feb 18, 2026 |
| CFO4Life Group, LLC | History | Reduced | 39,466 | 1,996 | 0.28% | 0.29% | 584 | -144 | -0.36% | Q4 2025 | Feb 06, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 39,450 | 1,995 | 0.4% | 0.41% | 585 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Fermata Advisors, LLC | History | Reduced | 39,124 | 1,979 | 0.48% | 0.54% | 586 | -2,982 | -7.08% | Q4 2025 | Jan 08, 2026 |
| Rothschild Wealth LLC | History | New | 39,096 | 1,977 | 0.19% | — | 587 | +39,096 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 38,955 | 1,970 | 0.17% | 0.12% | 588 | +12,666 | 48.18% | Q4 2025 | Jan 26, 2026 |
| Diversified Trust Co | History | Added to | 38,899 | 1,967 | 0.04% | 0.01% | 590 | +32,539 | 511.62% | Q4 2025 | Jan 09, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 38,889 | 1,967 | 0.15% | 0.15% | 589 | +1,280 | 3.4% | Q4 2025 | Feb 13, 2026 |
| NBT BANK N A /NY | History | Added to | 38,826 | 1,964 | 0.13% | 0.0% | 591 | +37,600 | 3066.88% | Q4 2025 | Jan 23, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 46,975 | 1,946 | 0.27% | 0.35% | 592 | -2,465 | -4.99% | Q4 2025 | Jan 26, 2026 |
| Fonville Wealth Management LLC | History | Added to | 38,434 | 1,944 | 0.4% | 0.19% | 593 | +21,958 | 133.27% | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | Reduced | 37,978 | 1,921 | 0.06% | 0.09% | 594 | -18,285 | -32.5% | Q4 2025 | Feb 02, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 37,212 | 1,882 | 0.23% | 0.17% | 595 | +10,454 | 39.07% | Q4 2025 | Jan 07, 2026 |
| Prosperitas Financial LLC | History | New | 37,046 | 1,874 | 0.73% | — | 596 | +37,046 | New | Q4 2025 | Feb 04, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 36,242 | 1,839 | 0.03% | 0.04% | 597 | -1,270 | -3.39% | Q4 2025 | Jan 28, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 36,304 | 1,836 | 0.78% | 0.94% | 598 | -5,739 | -13.65% | Q4 2025 | Jan 23, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 36,055 | 1,824 | 0.02% | 0.02% | 599 | -647 | -1.76% | Q4 2025 | Feb 02, 2026 |
| Carter Financial Group, INC. | History | Added to | 35,416 | 1,798 | 1.07% | 1.07% | 600 | +606 | 1.74% | Q4 2025 | Feb 13, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 35,138 | 1,777 | 0.07% | 0.07% | 601 | +7,673 | 27.94% | Q4 2025 | Jan 28, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 35,003 | 1,770 | 0.41% | 0.52% | 602 | -2,930 | -7.72% | Q4 2025 | Jan 15, 2026 |
| Auxano Advisors, LLC | History | Added to | 34,958 | 1,768 | 0.35% | 0.37% | 603 | +270 | 0.78% | Q4 2025 | Feb 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 34,874 | 1,764 | 0.37% | 0.28% | 604 | +9,365 | 36.71% | Q4 2025 | Feb 10, 2026 |
| FCA CORP /TX | History | Reduced | 34,857 | 1,763 | 0.5% | 0.51% | 605 | -1,450 | -3.99% | Q4 2025 | Feb 11, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 34,653 | 1,753 | 0.85% | 1.19% | 606 | -14,947 | -30.14% | Q4 2025 | Feb 02, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 34,635 | 1,752 | 0.02% | 0.02% | 607 | +11,180 | 47.67% | Q4 2025 | Feb 05, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 34,584 | 1,749 | 0.03% | 0.03% | 608 | -1,377 | -3.83% | Q4 2025 | Feb 03, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 34,520 | 1,746 | 0.06% | 0.06% | 609 | +1,174 | 3.52% | Q4 2025 | Feb 02, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 34,490 | 1,744 | 0.23% | 0.23% | 610 | -64 | -0.19% | Q4 2025 | Feb 13, 2026 |
| M3 Wealth Management, LLC | History | New | 34,409 | 1,740 | 1.38% | — | 612 | +34,409 | New | Q4 2025 | Feb 09, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 34,409 | 1,740 | 1.39% | 0.47% | 611 | +24,441 | 245.19% | Q4 2025 | Feb 09, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Reduced | 34,374 | 1,738 | 0.14% | 0.16% | 613 | -5,920 | -14.69% | Q4 2025 | Jan 14, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 34,243 | 1,732 | 0.57% | 0.48% | 614 | +7,105 | 26.18% | Q4 2025 | Feb 17, 2026 |
| Entruity Wealth, LLC | History | Added to | 34,065 | 1,723 | 1.23% | 1.34% | 615 | +103 | 0.3% | Q4 2025 | Feb 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 33,858 | 1,719 | 0.12% | 0.14% | 616 | -3,171 | -8.56% | Q4 2025 | Jan 15, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 33,891 | 1,714 | 0.47% | 0.58% | 617 | -5,585 | -14.15% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 33,848 | 1,712 | 0.24% | 0.11% | 618 | +18,576 | 121.63% | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 33,826 | 1,711 | 0.09% | — | 619 | +33,826 | New | Q4 2025 | Feb 11, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 33,381 | 1,689 | 0.22% | 0.25% | 620 | -3,450 | -9.37% | Q4 2025 | Jan 12, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 33,277 | 1,683 | 0.29% | 0.35% | 621 | -3,779 | -10.2% | Q4 2025 | Jan 07, 2026 |
| McBroom & Associates, LLC | History | Added to | 33,146 | 1,676 | 0.81% | 0.76% | 623 | +1,794 | 5.72% | Q4 2025 | Jan 20, 2026 |
| Maple Capital Management, Inc. | History | Added to | 33,146 | 1,676 | 0.11% | 0.11% | 622 | +1,354 | 4.26% | Q4 2025 | Feb 03, 2026 |
| Aries Wealth Management | History | Reduced | 32,915 | 1,665 | 0.37% | 0.4% | 624 | -500 | -1.5% | Q4 2025 | Jan 30, 2026 |
| Next Capital Management LLC | History | Added to | 32,562 | 1,647 | 0.53% | 0.4% | 625 | +8,880 | 37.5% | Q4 2025 | Feb 11, 2026 |
| Clear Point Advisors Inc. | History | Added to | 32,551 | 1,646 | 1.28% | 1.22% | 626 | +1,518 | 4.89% | Q4 2025 | Feb 10, 2026 |
| Continuum Advisory, LLC | History | Reduced | 32,474 | 1,642 | 0.16% | 0.26% | 627 | -16,491 | -33.68% | Q4 2025 | Feb 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 32,440 | 1,641 | 0.06% | 0.07% | 628 | -4,048 | -11.09% | Q4 2025 | Feb 17, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Added to | 32,363 | 1,637 | 0.75% | 0.26% | 629 | +22,089 | 215.0% | Q4 2025 | Feb 04, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 32,286 | 1,633 | 0.9% | 2.96% | 630 | -64,085 | -66.5% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 31,896 | 1,613 | 0.03% | 0.02% | 631 | +15,566 | 95.32% | Q4 2025 | Feb 11, 2026 |
| POTENTIA WEALTH | History | Added to | 31,765 | 1,606 | 0.59% | 0.61% | 632 | +5 | 0.02% | Q4 2025 | Feb 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 31,569 | 1,600 | 0.39% | 0.38% | 633 | +3,106 | 10.91% | Q4 2025 | Jan 23, 2026 |
| Keystone Financial Group | History | Added to | 31,609 | 1,599 | 0.12% | 0.08% | 634 | +12,228 | 63.09% | Q4 2025 | Feb 06, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 31,529 | 1,599 | 0.75% | 0.88% | 635 | +3,353 | 11.9% | Q4 2025 | Jan 26, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Reduced | 30,835 | 1,590 | 1.27% | 1.3% | 636 | -965 | -3.03% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 31,018 | 1,569 | 0.05% | 0.05% | 637 | -643 | -2.03% | Q4 2025 | Feb 19, 2026 |
| JM2 Capital Inc. | History | New | 30,912 | 1,563 | 1.26% | — | 638 | +30,912 | New | Q4 2025 | Jan 23, 2026 |
| Americana Partners, LLC | History | Added to | 30,708 | 1,553 | 0.04% | 0.05% | 639 | +1,069 | 3.61% | Q4 2025 | Feb 06, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 30,520 | 1,544 | 0.64% | — | 640 | +30,520 | New | Q4 2025 | Jan 22, 2026 |
| Slow Capital, Inc. | History | Reduced | 30,204 | 1,533 | 0.18% | 0.45% | 641 | -44,501 | -59.57% | Q4 2025 | Jan 26, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 29,728 | 1,503 | 0.39% | 0.44% | 642 | -3,509 | -10.56% | Q4 2025 | Jan 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 29,646 | 1,499 | 0.05% | 0.06% | 643 | -2,335 | -7.3% | Q4 2025 | Jan 13, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 29,527 | 1,493 | 0.68% | 0.77% | 644 | -2,441 | -7.64% | Q4 2025 | Jan 12, 2026 |
| Capstone Wealth Management, Inc. | History | New | 29,108 | 1,472 | 1.29% | — | 645 | +29,108 | New | Q4 2025 | Feb 20, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 28,940 | 1,464 | 1.09% | 1.23% | 646 | -2,531 | -8.04% | Q4 2025 | Feb 11, 2026 |
| Golden State Equity Partners | History | Reduced | 28,785 | 1,456 | 0.23% | 0.3% | 647 | -5,953 | -17.14% | Q4 2025 | Jan 29, 2026 |
| NewSquare Capital LLC | History | Reduced | 28,777 | 1,455 | 0.13% | 0.1% | 648 | -1,209 | -4.03% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 28,500 | 1,441 | 0.02% | 0.02% | 649 | +12 | 0.04% | Q4 2025 | Jan 16, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Added to | 28,258 | 1,429 | 0.44% | 0.42% | 650 | +1,541 | 5.77% | Q4 2025 | Jan 07, 2026 |
| Blue Chip Partners, LLC | History | Added to | 28,223 | 1,427 | 0.1% | 0.1% | 651 | +2,388 | 9.24% | Q4 2025 | Feb 18, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 28,132 | 1,423 | 0.11% | 0.11% | 652 | +466 | 1.68% | Q4 2025 | Jan 09, 2026 |
| StoneX Group Inc. | History | Added to | 27,893 | 1,415 | 0.06% | 0.04% | 653 | +8,299 | 42.35% | Q4 2025 | Feb 12, 2026 |
| IRON Financial LLC | History | New | 27,861 | 1,409 | 0.65% | — | 654 | +27,861 | New | Q4 2025 | Jan 22, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 27,829 | 1,408 | 0.08% | 0.09% | 655 | -3,585 | -11.41% | Q4 2025 | Jan 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 27,716 | 1,402 | 0.27% | 0.11% | 656 | +12,754 | 85.24% | Q4 2025 | Feb 02, 2026 |
| Sloy Dahl & Holst, LLC | History | Reduced | 27,715 | 1,402 | 0.17% | 0.15% | 657 | -20 | -0.07% | Q4 2025 | Feb 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 27,601 | 1,396 | 0.02% | 0.02% | 659 | -4,831 | -14.9% | Q4 2025 | Feb 10, 2026 |
| Family Manage LLC | History | Reduced | 27,600 | 1,396 | 0.18% | 0.19% | 658 | -282 | -1.01% | Q4 2025 | Feb 17, 2026 |
| Aspen Wealth Strategies, LLC | History | Reduced | 27,519 | 1,392 | 0.76% | 0.8% | 660 | -1,004 | -3.52% | Q4 2025 | Jan 28, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 27,140 | 1,373 | 0.15% | 0.11% | 661 | +8,857 | 48.44% | Q4 2025 | Feb 18, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 27,068 | 1,369 | 0.08% | 0.08% | 662 | +434 | 1.63% | Q4 2025 | Jan 07, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 26,972 | 1,364 | 0.98% | 1.0% | 663 | +2,944 | 12.25% | Q4 2025 | Feb 10, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 26,584 | 1,344 | 0.27% | 0.31% | 664 | -1,049 | -3.8% | Q4 2025 | Jan 23, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 26,200 | 1,325 | 0.11% | 0.04% | 665 | +16,601 | 172.95% | Q4 2025 | Jan 13, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 25,922 | 1,311 | 0.85% | 0.84% | 666 | +1,573 | 6.46% | Q4 2025 | Feb 13, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 25,874 | 1,308 | 0.09% | 0.05% | 667 | +12,566 | 94.42% | Q4 2025 | Jan 16, 2026 |
| Detalus Advisors, LLC | History | Added to | 25,700 | 1,300 | 0.32% | 0.33% | 668 | +700 | 2.8% | Q4 2025 | Feb 03, 2026 |
| AIFG Consultants Ltd. | History | Added to | 25,631 | 1,296 | 2.23% | 1.7% | 669 | +6,655 | 35.07% | Q4 2025 | Feb 04, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 25,527 | 1,291 | 0.55% | 0.78% | 670 | -8,126 | -24.15% | Q4 2025 | Jan 22, 2026 |
| Venture Visionary Partners LLC | History | Added to | 25,494 | 1,289 | 0.04% | 0.01% | 671 | +19,315 | 312.59% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 25,313 | 1,280 | 0.03% | 0.02% | 672 | +8,433 | 49.96% | Q4 2025 | Feb 03, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 25,216 | 1,275 | 0.11% | 0.11% | 673 | +1,393 | 5.85% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Added to | 24,931 | 1,261 | 0.02% | 0.02% | 674 | +808 | 3.35% | Q4 2025 | Feb 13, 2026 |
| JNBA Financial Advisors | History | Reduced | 24,818 | 1,255 | 0.11% | 0.13% | 675 | -4,183 | -14.42% | Q4 2025 | Jan 26, 2026 |
| PDS Planning, Inc | History | Reduced | 24,661 | 1,247 | 0.08% | 0.1% | 676 | -2,961 | -10.72% | Q4 2025 | Jan 26, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 24,224 | 1,225 | 0.43% | 0.44% | 677 | +3,217 | 15.31% | Q4 2025 | Jan 27, 2026 |
| Curi Capital, LLC | History | Added to | 23,869 | 1,211 | 0.02% | 0.01% | 678 | +14,493 | 154.58% | Q4 2025 | Feb 17, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 23,744 | 1,201 | 0.55% | 0.66% | 679 | -3,862 | -13.99% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | New | 23,710 | 1,199 | 0.03% | — | 680 | +23,710 | New | Q4 2025 | Feb 13, 2026 |
| Smart Portfolios, LLC | History | Added to | 23,650 | 1,196 | 1.19% | 1.15% | 681 | +102 | 0.43% | Q4 2025 | Jan 30, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 23,487 | 1,188 | 0.07% | 0.07% | 682 | -1,066 | -4.34% | Q4 2025 | Jan 13, 2026 |
| CAP Partners, LLC | History | Added to | 23,321 | 1,179 | 0.67% | 0.63% | 683 | +1,587 | 7.3% | Q4 2025 | Feb 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 23,209 | 1,174 | 0.03% | 0.02% | 684 | +5,090 | 28.09% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 23,161 | 1,171 | 0.06% | 0.07% | 685 | +51 | 0.22% | Q4 2025 | Jan 28, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 22,504 | 1,138 | 0.17% | 0.04% | 687 | +17,360 | 337.48% | Q4 2025 | Feb 04, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 22,508 | 1,138 | 0.02% | 0.01% | 686 | +8,687 | 62.85% | Q4 2025 | Feb 09, 2026 |
| Park Place Capital Corp | History | Added to | 22,345 | 1,130 | 0.24% | 0.23% | 688 | +1,304 | 6.2% | Q4 2025 | Jan 09, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 22,306 | 1,128 | 0.36% | 0.4% | 689 | -1,745 | -7.26% | Q4 2025 | Jan 26, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 22,266 | 1,126 | 0.18% | 0.18% | 690 | -1,865 | -7.73% | Q4 2025 | Jan 21, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 22,240 | 1,125 | 0.05% | 0.06% | 691 | -5,887 | -20.93% | Q4 2025 | Jan 26, 2026 |
| Daner Wealth Management, LLC | History | Added to | 22,180 | 1,124 | 0.69% | 0.72% | 692 | +295 | 1.35% | Q4 2025 | Feb 11, 2026 |
| National Wealth Management Group, LLC | History | Added to | 22,209 | 1,123 | 0.39% | 0.42% | 693 | +12 | 0.05% | Q4 2025 | Jan 12, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Reduced | 22,085 | 1,117 | 0.84% | 0.87% | 694 | -162 | -0.73% | Q4 2025 | Jan 28, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 21,883 | 1,107 | 0.47% | 0.61% | 695 | -4,775 | -17.91% | Q4 2025 | Jan 28, 2026 |
| Strong Retirement Solutions LLC | History | New | 21,861 | 1,105 | 0.74% | — | 698 | +21,861 | New | Q4 2025 | Feb 18, 2026 |
| ProCore Advisors, LLC | History | New | 21,859 | 1,105 | 1.13% | — | 697 | +21,859 | New | Q4 2025 | Jan 21, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 21,857 | 1,105 | 0.08% | 0.1% | 696 | -5,694 | -20.67% | Q4 2025 | Feb 10, 2026 |
| L & S Advisors Inc | History | Added to | 21,831 | 1,104 | 0.1% | 0.1% | 700 | +1,909 | 9.58% | Q4 2025 | Feb 05, 2026 |
| BANK OF HAWAII | History | Reduced | 21,828 | 1,104 | 0.05% | 0.06% | 699 | -800 | -3.54% | Q4 2025 | Mar 03, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Added to | 21,459 | 1,085 | 0.47% | 0.38% | 701 | +4,741 | 28.36% | Q4 2025 | Feb 02, 2026 |
| RM Financial Services, LLC | History | New | 21,428 | 1,084 | 0.96% | — | 702 | +21,428 | New | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | New | 21,292 | 1,077 | 0.0% | — | 703 | +21,292 | New | Q4 2025 | Feb 12, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 21,126 | 1,068 | 0.19% | 0.28% | 704 | -9,673 | -31.41% | Q4 2025 | Jan 16, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 21,085 | 1,066 | 0.12% | 0.13% | 705 | -1,027 | -4.64% | Q4 2025 | Feb 10, 2026 |
| Colonial River Investments, LLC | History | Added to | 20,937 | 1,059 | 0.38% | 0.37% | 706 | +1,259 | 6.4% | Q4 2025 | Feb 04, 2026 |
| Benchmark Financial, LLC | History | New | 20,929 | 1,058 | 1.05% | — | 707 | +20,929 | New | Q4 2025 | Jan 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 20,727 | 1,048 | 0.06% | 0.04% | 708 | +7,021 | 51.23% | Q4 2025 | Feb 10, 2026 |
| Nordwand Advisors, LLC | History | Added to | 20,695 | 1,046 | 0.18% | 0.16% | 709 | +732 | 3.67% | Q4 2025 | Feb 03, 2026 |
| Realta Investment Advisors | History | Reduced | 20,673 | 1,045 | 0.34% | 0.36% | 710 | -374 | -1.78% | Q4 2025 | Jan 20, 2026 |
| Petix & Botte Co | History | Reduced | 20,644 | 1,044 | 0.24% | 0.25% | 711 | -949 | -4.39% | Q4 2025 | Feb 05, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 20,449 | 1,034 | 0.28% | 0.29% | 712 | -246 | -1.19% | Q4 2025 | Feb 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 20,421 | 1,033 | 0.06% | — | 713 | +20,421 | New | Q4 2025 | Feb 10, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 20,415 | 1,032 | 0.26% | 0.41% | 715 | -9,731 | -32.28% | Q4 2025 | Feb 03, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 20,408 | 1,032 | 0.14% | 0.11% | 714 | +5,557 | 37.42% | Q4 2025 | Jan 14, 2026 |
| Birch Capital Management, LLC | History | Reduced | 20,387 | 1,031 | 0.51% | 0.53% | 716 | -26 | -0.13% | Q4 2025 | Feb 03, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 20,253 | 1,024 | 0.03% | 0.02% | 717 | +6,217 | 44.29% | Q4 2025 | Jan 23, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 19,867 | 1,005 | 0.24% | 0.27% | 718 | -28 | -0.14% | Q4 2025 | Feb 02, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 19,770 | 1,000 | 0.22% | 0.23% | 719 | -840 | -4.08% | Q4 2025 | Feb 05, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 19,592 | 991 | 0.72% | — | 720 | +19,592 | New | Q4 2025 | Jan 30, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 19,500 | 986 | 0.57% | 0.57% | 721 | +2,100 | 12.07% | Q4 2025 | Feb 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 19,410 | 981 | 0.02% | 0.03% | 722 | -4,511 | -18.86% | Q4 2025 | Feb 09, 2026 |
| GEM Asset Management, LLC | History | Added to | 19,241 | 974 | 0.43% | 0.28% | 723 | +7,674 | 66.34% | Q4 2025 | Jan 09, 2026 |
| Portside Wealth Group, LLC | History | Added to | 19,179 | 970 | 0.13% | 0.11% | 724 | +3,268 | 20.54% | Q4 2025 | Jan 21, 2026 |
| CGN Advisors LLC | History | Added to | 18,723 | 947 | 0.08% | 0.08% | 725 | +448 | 2.45% | Q4 2025 | Jan 05, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 18,725 | 947 | 0.28% | 0.3% | 726 | -175 | -0.93% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 18,681 | 945 | 0.06% | 0.06% | 727 | +278 | 1.51% | Q4 2025 | Jan 26, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 18,665 | 944 | 0.0% | 0.01% | 728 | -23,465 | -55.7% | Q4 2025 | Jan 26, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | Added to | 18,501 | 936 | 0.64% | 0.67% | 729 | +45 | 0.24% | Q4 2025 | Feb 13, 2026 |
| Generation Capital Management LLC | History | Added to | 18,500 | 935 | 0.61% | 0.37% | 730 | +8,500 | 85.0% | Q4 2025 | Feb 13, 2026 |
| COFG Advisors, LLC | History | New | 18,451 | 933 | 0.23% | — | 732 | +18,451 | New | Q4 2025 | Feb 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 18,449 | 933 | 0.0% | 0.0% | 731 | +11,849 | 179.53% | Q4 2025 | Jan 15, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 18,413 | 931 | 0.36% | 0.41% | 733 | -611 | -3.21% | Q4 2025 | Feb 04, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 18,267 | 924 | 0.59% | 0.62% | 734 | -408 | -2.18% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 18,120 | 916 | 0.0% | 0.0% | 735 | -2,835 | -13.53% | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 18,076 | 914 | 0.51% | — | 736 | +18,076 | New | Q4 2025 | Feb 17, 2026 |
| Mendota Financial Group, LLC | History | Added to | 18,059 | 913 | 0.66% | 0.68% | 737 | +196 | 1.1% | Q4 2025 | Jan 20, 2026 |
| Stark Wealth Management LLC | History | New | 18,003 | 910 | 3.42% | — | 738 | +18,003 | New | Q4 2025 | Feb 17, 2026 |
| Faithward Advisors, LLC | History | Added to | 17,909 | 906 | 0.13% | 0.07% | 739 | +9,267 | 107.23% | Q4 2025 | Feb 17, 2026 |
| Family Capital Trust Co | History | Added to | 17,838 | 902 | 0.29% | 0.3% | 740 | +89 | 0.5% | Q4 2025 | Jan 27, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 17,580 | 890 | 0.03% | 0.03% | 741 | -1,167 | -6.22% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 17,447 | 885 | 0.03% | 0.05% | 742 | -21 | -0.12% | Q4 2025 | Feb 13, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 17,421 | 881 | 0.3% | 0.29% | 743 | -50 | -0.29% | Q4 2025 | Jan 28, 2026 |
| Paragon Advisors, LLC | History | Reduced | 17,259 | 873 | 0.24% | 11.95% | 744 | -894,319 | -98.11% | Q4 2025 | Jan 12, 2026 |
| Live Oak Investment Partners | History | Added to | 17,129 | 866 | 0.53% | 0.56% | 745 | +383 | 2.29% | Q4 2025 | Jan 29, 2026 |
| Principle Wealth Partners LLC | History | New | 16,932 | 856 | 0.05% | — | 746 | +16,932 | New | Q4 2025 | Feb 06, 2026 |
| Delta Investment Management, LLC | History | Reduced | 16,866 | 853 | 0.15% | 0.18% | 748 | -2,589 | -13.31% | Q4 2025 | Jan 30, 2026 |
| Waldron Private Wealth LLC | History | Added to | 16,809 | 853 | 0.03% | 0.03% | 747 | +988 | 6.24% | Q4 2025 | Jan 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 16,838 | 851 | 0.1% | 0.13% | 749 | -4,088 | -19.54% | Q4 2025 | Feb 13, 2026 |
| Latitude Advisors, LLC | History | Reduced | 16,733 | 846 | 0.37% | 0.45% | 750 | -2,671 | -13.77% | Q4 2025 | Jan 27, 2026 |
| Ridge Creek Global, Inc | History | New | 16,644 | 842 | 0.71% | — | 751 | +16,644 | New | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 16,449 | 832 | 0.05% | 0.05% | 752 | +1,875 | 12.87% | Q4 2025 | Feb 17, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 16,462 | 832 | 0.31% | 0.3% | 753 | +692 | 4.39% | Q4 2025 | Jan 08, 2026 |
| Wilkerson Advisory Group LLC | History | New | 16,413 | 830 | 0.29% | — | 755 | +16,413 | New | Q4 2025 | Feb 13, 2026 |
| Security Financial Services, INC. | History | Added to | 16,409 | 830 | 0.13% | 0.12% | 754 | +1,783 | 12.19% | Q4 2025 | Jan 27, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 16,325 | 826 | 0.0% | — | 756 | +16,325 | New | Q4 2025 | Feb 10, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 16,274 | 823 | 0.21% | 0.21% | 757 | +135 | 0.84% | Q4 2025 | Feb 17, 2026 |
| JDM Financial Group LLC | History | Added to | 16,190 | 819 | 0.32% | 0.28% | 759 | +3,068 | 23.38% | Q4 2025 | Feb 02, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 16,201 | 819 | 0.04% | 0.05% | 758 | +278 | 1.75% | Q4 2025 | Jan 26, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Reduced | 16,154 | 817 | 0.82% | 1.61% | 760 | -3,337 | -17.12% | Q4 2025 | Feb 05, 2026 |
| CDKV HOLDINGS LLC | History | New | 16,118 | 815 | 0.68% | — | 761 | +16,118 | New | Q4 2025 | Feb 17, 2026 |
| New Insight Wealth Advisors | History | Added to | 16,043 | 811 | 0.29% | 0.22% | 762 | +4,561 | 39.72% | Q4 2025 | Feb 17, 2026 |
| FORBES J M & CO LLP | History | Added to | 15,987 | 808 | 0.07% | 0.04% | 763 | +6,196 | 63.28% | Q4 2025 | Jan 21, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 15,983 | 808 | 0.11% | 0.12% | 764 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Affiance Financial, LLC | History | Reduced | 15,659 | 792 | 0.13% | 0.15% | 765 | -256 | -1.61% | Q4 2025 | Jan 21, 2026 |
| Brio Consultants, LLC | History | Reduced | 15,597 | 789 | 0.1% | 0.14% | 766 | -3,768 | -19.46% | Q4 2025 | Feb 04, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 15,602 | 789 | 0.56% | 0.51% | 767 | +2,352 | 17.75% | Q4 2025 | Jan 27, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 15,554 | 786 | 0.29% | 0.31% | 768 | -595 | -3.68% | Q4 2025 | Jan 23, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 15,462 | 782 | 0.08% | 0.09% | 769 | -1,666 | -9.73% | Q4 2025 | Jan 27, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 15,457 | 781 | 0.08% | 0.08% | 770 | +861 | 5.9% | Q4 2025 | Jan 28, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 15,383 | 778 | 0.2% | 0.67% | 771 | -37,706 | -71.02% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 15,362 | 777 | 0.0% | 0.0% | 772 | +2,104 | 15.87% | Q4 2025 | Jan 30, 2026 |
| LVZ, Inc. | History | Reduced | 15,349 | 776 | 0.09% | 0.1% | 773 | -1,860 | -10.81% | Q4 2025 | Feb 10, 2026 |
| Capital Analysts, LLC | History | Reduced | 15,197 | 769 | 0.02% | 0.02% | 774 | -29 | -0.19% | Q4 2025 | Feb 11, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 15,115 | 764 | 0.12% | 0.13% | 775 | +84 | 0.56% | Q4 2025 | Jan 20, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 15,046 | 761 | 0.03% | 0.02% | 776 | +3,049 | 25.41% | Q4 2025 | Jan 14, 2026 |
| Balboa Wealth Partners | History | Added to | 15,028 | 760 | 0.13% | 0.1% | 777 | +3,495 | 30.3% | Q4 2025 | Jan 16, 2026 |
| Lifestyle Asset Management, Inc. | History | Reduced | 15,001 | 758 | 0.25% | 0.26% | 778 | -292 | -1.91% | Q4 2025 | Feb 11, 2026 |
| Csenge Advisory Group | History | Added to | 14,931 | 755 | 0.03% | 0.01% | 779 | +9,846 | 193.63% | Q4 2025 | Feb 06, 2026 |
| Prairie Wealth Advisors, Inc. | History | Closed out | 0 | 750 | 0.32% | 0.31% | 780 | -14,720 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 14,728 | 745 | 0.06% | 0.06% | 781 | +121 | 0.83% | Q4 2025 | Feb 06, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 14,713 | 744 | 0.46% | 0.42% | 782 | +2,023 | 15.94% | Q4 2025 | Jan 15, 2026 |
| Keel Point, LLC | History | Reduced | 14,689 | 743 | 0.04% | 0.05% | 783 | -1,924 | -11.58% | Q4 2025 | Feb 12, 2026 |
| Asio Capital, LLC | History | Reduced | 14,500 | 736 | 0.1% | 0.32% | 784 | -27,000 | -65.06% | Q4 2025 | Jan 21, 2026 |
| Key FInancial Inc | History | Added to | 14,539 | 735 | 0.13% | 0.11% | 785 | +3,053 | 26.58% | Q4 2025 | Feb 09, 2026 |
| Wall Street Financial Group, Inc. | History | New | 14,695 | 733 | 0.53% | — | 786 | +14,695 | New | Q4 2025 | Jan 16, 2026 |
| Nepsis Inc. | History | Reduced | 14,446 | 730 | 0.23% | 0.23% | 787 | -62 | -0.43% | Q4 2025 | Jan 14, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 14,383 | 728 | 0.07% | 0.08% | 788 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 14,059 | 712 | 0.19% | 0.18% | 789 | +617 | 4.59% | Q4 2025 | Jan 26, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 14,087 | 712 | 0.31% | 0.31% | 790 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| OneAscent Financial Services LLC | History | Added to | 13,993 | 707 | 0.07% | 0.06% | 791 | +5,070 | 56.82% | Q4 2025 | Feb 11, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 13,970 | 706 | 0.09% | 0.08% | 792 | +1,976 | 16.47% | Q4 2025 | Feb 17, 2026 |
| Sunpointe, LLC | History | Reduced | 13,829 | 702 | 0.23% | 0.26% | 793 | -173 | -1.24% | Q4 2025 | Jan 23, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 13,608 | 688 | 0.07% | 0.21% | 794 | -26,813 | -66.33% | Q4 2025 | Feb 13, 2026 |
| Brookwood Investment Group LLC | History | New | 13,509 | 683 | 0.08% | — | 795 | +13,509 | New | Q4 2025 | Jan 22, 2026 |
| GeoWealth Management, LLC | History | Reduced | 13,392 | 677 | 0.02% | 0.03% | 796 | -2,257 | -14.42% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 13,279 | 671 | 0.01% | 0.01% | 797 | -161 | -1.2% | Q4 2025 | Feb 06, 2026 |
| Strategic Blueprint, LLC | History | Added to | 13,191 | 667 | 0.04% | 0.03% | 798 | +809 | 6.53% | Q4 2025 | Jan 30, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 13,130 | 664 | 0.16% | 0.06% | 799 | +7,549 | 135.26% | Q4 2025 | Jan 08, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 13,103 | 662 | 0.61% | 0.07% | 800 | +3,679 | 39.04% | Q4 2025 | Feb 09, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 13,048 | 660 | 0.14% | 0.12% | 802 | +3,182 | 32.25% | Q4 2025 | Feb 02, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 13,060 | 660 | 0.24% | 0.24% | 801 | +141 | 1.09% | Q4 2025 | Jan 21, 2026 |
| Sowa Financial Group, Inc. | History | Added to | 13,017 | 659 | 0.34% | 0.37% | 803 | +154 | 1.2% | Q4 2025 | Feb 03, 2026 |
| Royal Harbor Partners, LLC | History | No change | 12,936 | 654 | 0.22% | 0.22% | 804 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| SHP Wealth Management | History | New | 12,900 | 652 | 0.05% | — | 805 | +12,900 | New | Q4 2025 | Mar 04, 2026 |
| Gibbs Wealth Management | History | Reduced | 12,816 | 648 | 0.16% | 0.18% | 806 | -3,021 | -19.08% | Q4 2025 | Jan 23, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 12,789 | 647 | 0.65% | 0.71% | 807 | -1,346 | -9.52% | Q4 2025 | Jan 26, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 12,765 | 646 | 0.17% | 0.13% | 808 | +3,665 | 40.27% | Q4 2025 | Feb 09, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 12,746 | 644 | 0.55% | 0.14% | 809 | -13,802 | -51.99% | Q4 2025 | Feb 06, 2026 |
| Second Line Capital, LLC | History | Added to | 12,581 | 637 | 0.13% | 0.07% | 810 | +6,119 | 94.69% | Q4 2025 | Feb 17, 2026 |
| INTREPID FAMILY OFFICE LLC | History | New | 12,500 | 632 | 0.54% | — | 811 | +12,500 | New | Q4 2025 | Feb 17, 2026 |
| XY Planning Network, Inc. | History | New | 12,426 | 628 | 0.11% | — | 812 | +12,426 | New | Q4 2025 | Jan 26, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 12,377 | 625 | 0.18% | 0.35% | 813 | -9,413 | -43.2% | Q4 2025 | Jan 27, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 12,347 | 624 | 0.1% | 0.11% | 814 | -1,345 | -9.82% | Q4 2025 | Jan 23, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 12,304 | 622 | 0.17% | 0.31% | 815 | -8,977 | -42.18% | Q4 2025 | Jan 27, 2026 |
| Argent Trust Co | History | Reduced | 12,106 | 612 | 0.02% | 0.02% | 816 | -200 | -1.63% | Q4 2025 | Feb 10, 2026 |
| AGH Wealth Advisors, LLC | History | No change | 12,000 | 607 | 0.46% | 0.45% | 817 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SVB WEALTH LLC | History | Reduced | 11,903 | 602 | 0.04% | 0.07% | 818 | -13,726 | -53.56% | Q4 2025 | Feb 04, 2026 |
| Berger Financial Group, Inc | History | Added to | 11,883 | 601 | 0.03% | 0.01% | 819 | +6,999 | 143.3% | Q4 2025 | Jan 27, 2026 |
| One Degree Advisors Inc | History | Reduced | 11,863 | 600 | 0.16% | 0.19% | 820 | -109 | -0.91% | Q4 2025 | Feb 06, 2026 |
| Janney Capital Management LLC | History | Added to | 11,850 | 599 | 0.04% | 0.02% | 821 | +4,950 | 71.74% | Q4 2025 | Feb 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 11,822 | 598 | 0.49% | 0.47% | 822 | +2,806 | 31.12% | Q4 2025 | Feb 10, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 11,745 | 594 | 0.03% | 0.05% | 823 | -3,983 | -25.32% | Q4 2025 | Jan 12, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 11,738 | 593 | 0.11% | 0.33% | 824 | -21,418 | -64.6% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | New | 11,635 | 590 | 0.03% | — | 825 | +11,635 | New | Q4 2025 | Feb 12, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 11,540 | 583 | 0.06% | 0.06% | 826 | +76 | 0.66% | Q4 2025 | Jan 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 11,470 | 580 | 0.02% | — | 827 | +11,470 | New | Q4 2025 | Feb 13, 2026 |
| WealthShield Partners, LLC | History | Added to | 11,459 | 579 | 0.06% | 0.06% | 828 | +686 | 6.37% | Q4 2025 | Feb 03, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 11,386 | 578 | 0.02% | 0.01% | 829 | +3,550 | 45.3% | Q4 2025 | Jan 20, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 11,370 | 575 | 0.14% | 0.16% | 830 | +70 | 0.62% | Q4 2025 | Jan 29, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 11,350 | 574 | 0.11% | 0.11% | 831 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TRUE Private Wealth Advisors | History | New | 11,303 | 571 | 0.06% | — | 832 | +11,303 | New | Q4 2025 | Feb 13, 2026 |
| Prossimo Advisors, LLC | History | No change | 11,248 | 569 | 3.66% | 4.19% | 833 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 11,095 | 561 | 0.13% | 0.15% | 834 | -1,000 | -8.27% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 11,083 | 560 | 0.04% | 0.03% | 835 | +2,425 | 28.01% | Q4 2025 | Feb 02, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 11,088 | 560 | 0.08% | 0.08% | 836 | +686 | 6.59% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 11,060 | 559 | 0.03% | 0.01% | 837 | +6,370 | 135.82% | Q4 2025 | Feb 13, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 11,000 | 556 | 0.08% | 0.37% | 838 | -35,500 | -76.34% | Q4 2025 | Feb 13, 2026 |
| VeraBank, N.A. | History | Reduced | 10,978 | 555 | 0.1% | 0.13% | 839 | -2,530 | -18.73% | Q4 2025 | Feb 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 10,947 | 553 | 0.15% | 0.01% | 840 | +10,551 | 2664.39% | Q4 2025 | Feb 09, 2026 |
| Redwood Family Wealth LLC | History | New | 10,920 | 552 | 0.54% | — | 841 | +10,920 | New | Q4 2025 | Mar 06, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 10,800 | 546 | 0.46% | — | 842 | +10,800 | New | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 10,736 | 543 | 0.01% | 0.01% | 843 | -10,039 | -48.32% | Q4 2025 | Feb 13, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 10,730 | 542 | 0.09% | 0.04% | 844 | +6,427 | 149.36% | Q4 2025 | Feb 09, 2026 |
| HORAN Wealth, LLC | History | Reduced | 10,639 | 538 | 0.08% | 0.09% | 845 | -1,127 | -9.58% | Q4 2025 | Feb 04, 2026 |
| M Holdings Securities, Inc. | History | New | 10,608 | 537 | 0.04% | — | 846 | +10,608 | New | Q4 2025 | Feb 11, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 10,580 | 535 | 0.21% | 0.11% | 847 | +5,600 | 112.45% | Q4 2025 | Jan 27, 2026 |
| Advisor Resource Council | History | New | 10,550 | 533 | 0.19% | — | 848 | +10,550 | New | Q4 2025 | Feb 10, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 10,505 | 531 | 0.07% | 0.07% | 849 | +1,210 | 13.02% | Q4 2025 | Feb 10, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 10,300 | 521 | 0.11% | 0.11% | 850 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 10,258 | 518 | 0.09% | 0.1% | 851 | -1,193 | -10.42% | Q4 2025 | Feb 17, 2026 |
| Centurion Wealth Management LLC | History | No change | 10,160 | 513 | 0.11% | 0.12% | 852 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Tortuga Wealth Management, Inc | History | New | 10,086 | 510 | 0.54% | — | 853 | +10,086 | New | Q4 2025 | Apr 16, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 10,081 | 509 | 0.28% | 0.3% | 854 | +43 | 0.43% | Q4 2025 | Feb 17, 2026 |
| Retireful, LLC | History | Reduced | 9,986 | 507 | 0.64% | 3.24% | 855 | -56,188 | -84.91% | Q4 2025 | Jan 15, 2026 |
| Alhambra Investment Management LLC | History | Reduced | 9,862 | 498 | 0.23% | 0.25% | 856 | -400 | -3.9% | Q4 2025 | Jan 15, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 9,851 | 498 | 0.18% | 0.17% | 857 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Glenview Trust Co | History | No change | 9,788 | 495 | 0.01% | 0.01% | 858 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Redwood Financial Network Corp | History | Reduced | 9,651 | 488 | 0.31% | 0.35% | 859 | -1,406 | -12.72% | Q4 2025 | Feb 10, 2026 |
| Lee Financial Co | History | Reduced | 9,602 | 487 | 0.07% | 0.09% | 860 | -5,000 | -34.24% | Q4 2025 | Jan 22, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 9,569 | 484 | 0.15% | 0.17% | 861 | -723 | -7.02% | Q4 2025 | Jan 07, 2026 |
| Inspire Advisors, LLC | History | Reduced | 9,545 | 482 | 0.04% | 0.05% | 862 | -918 | -8.77% | Q4 2025 | Feb 13, 2026 |
| URS Advisory LLC | History | New | 9,487 | 479 | 0.4% | — | 863 | +9,487 | New | Q4 2025 | Feb 17, 2026 |
| Mittelman Wealth Management | History | Reduced | 9,459 | 478 | 0.31% | 1.02% | 864 | -21,390 | -69.34% | Q4 2025 | Feb 17, 2026 |
| Clear Trail Advisors, LLC | History | New | 9,468 | 478 | 0.11% | — | 865 | +9,468 | New | Q4 2025 | Jan 09, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | No change | 9,409 | 476 | 0.11% | 0.12% | 866 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 9,343 | 472 | 0.14% | 0.14% | 867 | +101 | 1.09% | Q4 2025 | Feb 04, 2026 |
| Fiduciary Alliance LLC | History | Added to | 9,300 | 470 | 0.03% | 0.03% | 868 | +471 | 5.33% | Q4 2025 | Jan 22, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 9,282 | 469 | 0.3% | 0.6% | 869 | -7,950 | -46.14% | Q4 2025 | Jan 13, 2026 |
| Bell Bank | History | Reduced | 9,259 | 468 | 0.02% | 0.04% | 870 | -10,000 | -51.92% | Q4 2025 | Jan 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 9,169 | 463 | 0.02% | 0.02% | 871 | +1,960 | 27.19% | Q4 2025 | Feb 10, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 9,093 | 460 | 0.07% | 0.08% | 872 | +682 | 8.11% | Q4 2025 | Feb 17, 2026 |
| Five Oceans Advisors | History | Reduced | 9,087 | 459 | 0.16% | 0.19% | 874 | -1,212 | -11.77% | Q4 2025 | Jan 16, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 9,077 | 459 | 0.19% | 0.19% | 873 | +292 | 3.32% | Q4 2025 | Jan 30, 2026 |
| Golden Reserve Retirement LLC | History | New | 9,006 | 455 | 0.08% | — | 876 | +9,006 | New | Q4 2025 | Jan 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 8,978 | 455 | 0.01% | 0.03% | 875 | -7,489 | -45.48% | Q4 2025 | Feb 02, 2026 |
| Oxinas Partners, LLC | History | Reduced | 8,921 | 451 | 0.22% | 0.29% | 877 | -1,834 | -17.05% | Q4 2025 | Jan 26, 2026 |
| FSR Wealth Management Ltd. | History | Reduced | 8,913 | 450 | 0.53% | 0.56% | 878 | -502 | -5.33% | Q4 2025 | Jan 27, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 8,848 | 447 | 0.13% | 2.44% | 879 | -141,863 | -94.13% | Q4 2025 | Feb 09, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | New | 8,748 | 442 | 0.06% | — | 881 | +8,748 | New | Q4 2025 | Feb 06, 2026 |
| Haverford Trust Co | History | Added to | 8,750 | 442 | 0.0% | 0.0% | 880 | +3,250 | 59.09% | Q4 2025 | Feb 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 8,565 | 434 | 0.02% | 0.02% | 883 | +2,737 | 46.96% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 8,585 | 434 | 0.02% | 0.02% | 882 | +221 | 2.64% | Q4 2025 | Feb 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 8,565 | 433 | 0.01% | 0.01% | 884 | +2,737 | 46.96% | Q4 2025 | Feb 06, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 8,540 | 432 | 0.1% | 0.16% | 885 | -4,031 | -32.07% | Q4 2025 | Jan 12, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 8,521 | 431 | 0.03% | 0.03% | 886 | -190 | -2.18% | Q4 2025 | Jan 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 8,503 | 430 | 0.03% | 0.03% | 887 | +150 | 1.8% | Q4 2025 | Feb 12, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 8,463 | 428 | 0.13% | 0.29% | 888 | -9,715 | -53.44% | Q4 2025 | Jan 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 8,462 | 428 | 0.25% | 0.27% | 889 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PFG Advisors | History | Reduced | 8,424 | 426 | 0.02% | 0.03% | 890 | -6,090 | -41.96% | Q4 2025 | Jan 27, 2026 |
| RED REEF ADVISORS LLC | History | New | 8,409 | 425 | 0.43% | — | 892 | +8,409 | New | Q4 2025 | Apr 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 8,419 | 425 | 0.04% | 0.06% | 891 | -1,693 | -16.74% | Q4 2025 | Feb 13, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 8,400 | 424 | 0.04% | 0.02% | 893 | +4,081 | 94.49% | Q4 2025 | Jan 21, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 8,346 | 422 | 0.06% | 0.04% | 894 | +2,518 | 43.21% | Q4 2025 | Jan 27, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 8,262 | 419 | 0.06% | — | 895 | +8,262 | New | Q4 2025 | Feb 20, 2026 |
| Maia Wealth LLC | History | Added to | 8,237 | 417 | 0.07% | 0.06% | 896 | +1,639 | 24.84% | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 8,220 | 416 | 0.41% | — | 897 | +8,220 | New | Q4 2025 | Feb 12, 2026 |
| Modera Wealth Management, LLC | History | Added to | 8,219 | 415 | 0.0% | 0.0% | 898 | +2,113 | 34.61% | Q4 2025 | Jan 21, 2026 |
| BNB Wealth Management, LLC | History | New | 8,193 | 414 | 0.27% | — | 899 | +8,193 | New | Q4 2025 | Feb 17, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 8,103 | 409 | 0.03% | 0.01% | 901 | +5,489 | 209.98% | Q4 2025 | Feb 03, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 8,087 | 409 | 0.05% | 0.05% | 900 | -600 | -6.91% | Q4 2025 | Jan 21, 2026 |
| Ballast Financial Advisors LLC | History | New | 8,070 | 408 | 0.42% | — | 902 | +8,070 | New | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 8,008 | 405 | 0.01% | 0.01% | 903 | +1,298 | 19.34% | Q4 2025 | Feb 13, 2026 |
| Centerpoint Advisory Group | History | Reduced | 8,010 | 405 | 0.31% | 0.33% | 904 | -459 | -5.42% | Q4 2025 | Feb 03, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 7,893 | 400 | 0.03% | 0.02% | 905 | +3,591 | 83.47% | Q4 2025 | Jan 16, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 7,897 | 399 | 0.1% | 0.1% | 906 | +243 | 3.17% | Q4 2025 | Feb 09, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 7,846 | 396 | 0.1% | 0.06% | 907 | +2,921 | 59.31% | Q4 2025 | Jan 07, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 7,719 | 390 | 0.11% | 0.15% | 908 | -2,888 | -27.23% | Q4 2025 | Jan 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 7,658 | 387 | 0.02% | 0.02% | 909 | -648 | -7.8% | Q4 2025 | Jan 12, 2026 |
| Platt Wealth Management LLC | History | New | 7,637 | 386 | 0.38% | — | 910 | +7,637 | New | Q4 2025 | Feb 06, 2026 |
| BROWN ADVISORY INC | History | Reduced | 7,626 | 385 | 0.0% | 0.0% | 911 | -7,071 | -48.11% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 7,622 | 385 | 0.01% | 0.01% | 912 | +78 | 1.03% | Q4 2025 | Feb 06, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 7,523 | 380 | 0.02% | 0.02% | 913 | +39 | 0.52% | Q4 2025 | Jan 23, 2026 |
| Andrew Hill Investment Advisors, Inc. | History | Reduced | 7,492 | 379 | 0.29% | 0.3% | 914 | -192 | -2.5% | Q4 2025 | Jan 23, 2026 |
| Pathstone Holdings, LLC | History | New | 7,490 | 378 | 0.0% | — | 916 | +7,490 | New | Q4 2025 | Feb 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 7,481 | 378 | 0.11% | 0.08% | 915 | +550 | 7.94% | Q4 2025 | Jan 12, 2026 |
| Elevation Wealth Management LLC | History | New | 7,432 | 377 | 0.36% | — | 917 | +7,432 | New | Q4 2025 | Feb 12, 2026 |
| Palatine Hill Wealth Management, LLC | History | New | 7,452 | 376 | 0.3% | — | 919 | +7,452 | New | Q4 2025 | Feb 10, 2026 |
| Able Wealth Management LLC | History | Reduced | 7,450 | 376 | 0.12% | 0.14% | 918 | -9 | -0.12% | Q4 2025 | Jan 27, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 7,403 | 374 | 0.01% | 0.02% | 921 | -4,900 | -39.83% | Q4 2025 | Jan 30, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 7,397 | 374 | 0.02% | 0.02% | 920 | +11 | 0.15% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 7,386 | 373 | 0.02% | 0.02% | 922 | +42 | 0.57% | Q4 2025 | Feb 10, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 7,299 | 370 | 0.03% | 0.03% | 923 | -1,128 | -13.39% | Q4 2025 | Jan 20, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 7,312 | 369 | 0.13% | 0.12% | 924 | +1,687 | 29.99% | Q4 2025 | Jan 21, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 7,286 | 368 | 0.05% | 0.03% | 925 | +2,576 | 54.69% | Q4 2025 | Jan 14, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 7,276 | 368 | 0.22% | 0.24% | 926 | -500 | -6.43% | Q4 2025 | Jan 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 7,268 | 367 | 0.11% | 0.14% | 927 | -1,649 | -18.49% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 7,274 | 367 | 0.0% | 0.0% | 928 | -1,649 | -18.48% | Q4 2025 | Feb 10, 2026 |
| Ankerstar Wealth, LLC | History | New | 7,190 | 365 | 0.36% | — | 929 | +7,190 | New | Q4 2025 | Feb 12, 2026 |
| VestGen Advisors, LLC | History | Reduced | 7,142 | 361 | 0.02% | 0.03% | 930 | -10,932 | -60.48% | Q4 2025 | Feb 17, 2026 |
| Granite Group Advisors, LLC | History | New | 7,097 | 359 | 0.2% | — | 931 | +7,097 | New | Q4 2025 | Jan 13, 2026 |
| Mendel Money Management | History | Reduced | 7,084 | 358 | 0.15% | 0.16% | 932 | -276 | -3.75% | Q4 2025 | Jan 29, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 6,999 | 354 | 0.1% | 0.1% | 934 | +576 | 8.97% | Q4 2025 | Jan 27, 2026 |
| Balefire, LLC | History | Reduced | 7,003 | 354 | 0.07% | 0.07% | 933 | -201 | -2.79% | Q4 2025 | Jan 12, 2026 |
| Elevated Financial Group LLC | History | New | 6,920 | 350 | 0.12% | — | 935 | +6,920 | New | Q4 2025 | Jan 29, 2026 |
| ACT Advisors, LLC. | History | Reduced | 6,878 | 347 | 0.14% | 0.7% | 936 | -27,359 | -79.91% | Q4 2025 | Jan 14, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 6,846 | 346 | 0.14% | 0.2% | 937 | -2,972 | -30.27% | Q4 2025 | Feb 13, 2026 |
| Cedarwood Wealth LLC | History | New | 6,757 | 342 | 0.38% | — | 938 | +6,757 | New | Q4 2025 | Mar 05, 2026 |
| RCW Management, LLC | History | New | 6,745 | 341 | 0.34% | — | 940 | +6,745 | New | Q4 2025 | Jan 30, 2026 |
| ZEGA Investments, LLC | History | Reduced | 6,753 | 341 | 0.04% | 0.05% | 939 | -752 | -10.02% | Q4 2025 | Jan 27, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 6,678 | 339 | 0.11% | 0.1% | 941 | +38 | 0.57% | Q4 2025 | Jan 13, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 6,689 | 338 | 0.05% | 0.07% | 943 | -745 | -10.02% | Q4 2025 | Jan 26, 2026 |
| Aull & Monroe Investment Management Corp | History | No change | 6,684 | 338 | 0.17% | 0.17% | 942 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 6,676 | 337 | 0.02% | — | 944 | +6,676 | New | Q4 2025 | Jan 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 6,670 | 337 | 0.02% | 0.02% | 945 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 6,681 | 337 | 0.12% | 0.13% | 946 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 6,610 | 334 | 0.21% | 0.26% | 947 | -1,424 | -17.72% | Q4 2025 | Jan 14, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 6,459 | 327 | 0.02% | 0.02% | 948 | -729 | -10.14% | Q4 2025 | Feb 13, 2026 |
| Slagle Financial, LLC | History | Reduced | 6,477 | 327 | 0.11% | 0.12% | 949 | -137 | -2.07% | Q4 2025 | Jan 26, 2026 |
| New Capital Management LP | History | Reduced | 6,456 | 326 | 0.08% | 1.3% | 951 | -91,110 | -93.38% | Q4 2025 | Jan 20, 2026 |
| Montecito Bank & Trust | History | Reduced | 6,453 | 326 | 0.05% | 0.09% | 950 | -4,600 | -41.62% | Q4 2025 | Jan 09, 2026 |
| Ironvine Capital Partners, LLC | History | No change | 6,441 | 325 | 0.03% | 0.03% | 952 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 6,311 | 319 | 0.09% | 0.13% | 954 | -1,632 | -20.55% | Q4 2025 | Jan 06, 2026 |
| EPG Wealth Management LLC | History | Added to | 6,316 | 319 | 0.09% | 0.09% | 953 | +35 | 0.56% | Q4 2025 | Jan 28, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 6,250 | 316 | 0.03% | 0.04% | 955 | -2,547 | -28.95% | Q4 2025 | Feb 09, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 6,259 | 316 | 0.08% | 0.09% | 956 | -512 | -7.56% | Q4 2025 | Jan 16, 2026 |
| Orion Capital Management LLC | History | No change | 6,236 | 315 | 0.11% | 0.11% | 957 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Inscription Capital, LLC | History | Added to | 6,225 | 314 | 0.03% | 0.03% | 958 | +514 | 9.0% | Q4 2025 | Jan 29, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 6,060 | 306 | 0.04% | 0.05% | 959 | -260 | -4.11% | Q4 2025 | Jan 06, 2026 |
| REGIONS FINANCIAL CORP | History | New | 6,022 | 304 | 0.0% | — | 960 | +6,022 | New | Q4 2025 | Jan 27, 2026 |
| Emerald Advisors, LLC | History | Reduced | 5,990 | 303 | 0.04% | 0.04% | 963 | -20 | -0.33% | Q4 2025 | Jan 27, 2026 |
| Gemmer Asset Management LLC | History | No change | 6,000 | 303 | 0.02% | 0.02% | 961 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Summit Trail Advisors, LLC | History | No change | 5,971 | 303 | 0.01% | 0.0% | 962 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of Jackson Hole Trust | History | No change | 5,944 | 300 | 0.14% | 0.15% | 964 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PMV Capital Advisers, LLC | History | Added to | 5,907 | 298 | 0.54% | 0.58% | 965 | +3 | 0.05% | Q4 2025 | Jan 08, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 5,866 | 296 | 0.04% | 0.05% | 966 | -885 | -13.11% | Q4 2025 | Feb 10, 2026 |
| NCM Capital Management, LLC | History | No change | 5,848 | 295 | 0.11% | 0.11% | 967 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 5,814 | 294 | 0.15% | 0.17% | 968 | -1,040 | -15.17% | Q4 2025 | Jan 13, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 5,750 | 290 | 0.04% | 0.28% | 970 | -3,925 | -40.57% | Q4 2025 | Feb 18, 2026 |
| Trust Co | History | Added to | 5,746 | 290 | 0.03% | 0.02% | 969 | +990 | 20.82% | Q4 2025 | Jan 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 5,638 | 286 | 0.02% | — | 972 | +5,638 | New | Q4 2025 | Feb 17, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 5,673 | 286 | 0.07% | 0.05% | 971 | +1,559 | 37.89% | Q4 2025 | Jan 16, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 5,599 | 283 | 0.06% | 0.07% | 973 | -100 | -1.75% | Q4 2025 | Jan 23, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 5,592 | 282 | 0.16% | 0.17% | 974 | +331 | 6.29% | Q4 2025 | Feb 03, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | New | 5,542 | 280 | 0.09% | — | 976 | +5,542 | New | Q4 2025 | Feb 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 5,554 | 280 | 0.03% | 0.03% | 975 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SHUFRO ROSE & CO LLC | History | New | 5,525 | 279 | 0.02% | — | 977 | +5,525 | New | Q4 2025 | Feb 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 5,478 | 277 | 0.01% | 0.01% | 978 | -6,097 | -52.67% | Q4 2025 | Feb 05, 2026 |
| Bedminster, LLC | History | New | 5,495 | 277 | 0.25% | — | 979 | +5,495 | New | Q4 2025 | Feb 05, 2026 |
| InTrack Investment Management Inc | History | Reduced | 5,459 | 276 | 0.15% | 0.17% | 980 | -75 | -1.36% | Q4 2025 | Jan 14, 2026 |
| Aurdan Capital Management, LLC | History | No change | 5,437 | 275 | 0.08% | 0.09% | 981 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| COURIER CAPITAL LLC | History | Added to | 5,409 | 273 | 0.02% | 0.02% | 982 | +94 | 1.77% | Q4 2025 | Jan 29, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | New | 5,384 | 272 | 0.06% | — | 983 | +5,384 | New | Q4 2025 | Jan 29, 2026 |
| CWC Advisors, LLC. | History | Reduced | 5,368 | 271 | 0.13% | 0.13% | 984 | -4 | -0.07% | Q4 2025 | Jan 26, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 5,325 | 269 | 0.13% | 0.14% | 985 | +90 | 1.72% | Q4 2025 | Feb 10, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 5,306 | 268 | 0.06% | 0.06% | 987 | -529 | -9.07% | Q4 2025 | Jan 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 5,298 | 268 | 0.0% | 0.0% | 986 | +398 | 8.12% | Q4 2025 | Jan 30, 2026 |
| Peak Asset Management, LLC | History | New | 5,278 | 267 | 0.05% | — | 988 | +5,278 | New | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,253 | 265 | 0.0% | 0.0% | 989 | -1,523 | -22.48% | Q4 2025 | Feb 10, 2026 |
| Daviman Financial, LLC | History | New | 5,209 | 263 | 0.15% | — | 991 | +5,209 | New | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 5,200 | 263 | 0.0% | 0.0% | 990 | +2,722 | 109.85% | Q4 2025 | Feb 12, 2026 |
| Cherry Creek Investment Advisors, Inc. | History | Added to | 5,150 | 260 | 0.11% | 0.11% | 992 | +316 | 6.54% | Q4 2025 | Jan 15, 2026 |
| XTX Topco Ltd | History | New | 5,130 | 259 | 0.01% | — | 993 | +5,130 | New | Q4 2025 | Feb 17, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 5,121 | 259 | 0.19% | 0.19% | 994 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NorthRock Partners, LLC | History | Added to | 5,107 | 258 | 0.0% | 0.0% | 996 | +179 | 3.63% | Q4 2025 | Feb 17, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 5,116 | 258 | 0.09% | 0.09% | 995 | +24 | 0.47% | Q4 2025 | Feb 09, 2026 |
| Next Level Private LLC | History | New | 5,092 | 257 | 0.07% | — | 997 | +5,092 | New | Q4 2025 | Jan 07, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 5,096 | 257 | 0.11% | 0.11% | 998 | -2 | -0.04% | Q4 2025 | Jan 26, 2026 |
| Ascent Group, LLC | History | Added to | 5,052 | 255 | 0.01% | 0.01% | 999 | +195 | 4.01% | Q4 2025 | Jan 20, 2026 |
| Intellus Advisors LLC | History | Reduced | 5,003 | 253 | 0.03% | 0.04% | 1000 | -325 | -6.1% | Q4 2025 | Feb 06, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 5,000 | 252 | 0.04% | 0.04% | 1001 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 4,977 | 251 | 0.02% | 0.01% | 1002 | +914 | 22.5% | Q4 2025 | Feb 03, 2026 |
| Independent Advisor Alliance | History | New | 4,951 | 250 | 0.01% | — | 1003 | +4,951 | New | Q4 2025 | Feb 04, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 4,925 | 249 | 0.07% | 0.07% | 1004 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Carrera Capital Advisors | History | New | 4,898 | 248 | 0.04% | — | 1005 | +4,898 | New | Q4 2025 | Jan 30, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 4,884 | 247 | 0.13% | 0.13% | 1006 | +163 | 3.45% | Q4 2025 | Feb 17, 2026 |
| LongView Wealth Management | History | Added to | 4,884 | 247 | 0.06% | 0.07% | 1007 | +135 | 2.84% | Q4 2025 | Jan 13, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 4,860 | 246 | 0.11% | 0.16% | 1008 | -1,946 | -28.59% | Q4 2025 | Feb 05, 2026 |
| Aspen Grove Capital, LLC | History | New | 4,831 | 244 | 0.04% | — | 1009 | +4,831 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,815 | 243 | 0.0% | 0.0% | 1010 | +1,706 | 54.87% | Q4 2025 | Feb 06, 2026 |
| American Money Management, LLC | History | Added to | 4,795 | 242 | 0.04% | 0.04% | 1012 | +20 | 0.42% | Q4 2025 | Feb 10, 2026 |
| TERRIL BROTHERS, INC. | History | No change | 4,800 | 242 | 0.06% | 0.07% | 1011 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 4,770 | 241 | 0.11% | 0.1% | 1013 | +206 | 4.51% | Q4 2025 | Jan 07, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 4,760 | 240 | 0.13% | 0.16% | 1015 | -965 | -16.86% | Q4 2025 | Jan 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 4,759 | 240 | 0.0% | 0.0% | 1014 | +55 | 1.17% | Q4 2025 | Feb 06, 2026 |
| Keystone Wealth Services, LLC | History | New | 4,669 | 236 | 0.05% | — | 1016 | +4,669 | New | Q4 2025 | Jan 26, 2026 |
| Belleair Asset Management, LLC | History | New | 4,655 | 235 | 0.22% | — | 1019 | +4,655 | New | Q4 2025 | Jan 30, 2026 |
| Savvy Advisors, Inc. | History | New | 4,649 | 235 | 0.01% | — | 1017 | +4,649 | New | Q4 2025 | Jan 20, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 4,650 | 235 | 0.16% | 0.24% | 1018 | -2,050 | -30.6% | Q4 2025 | Jan 22, 2026 |
| HALL LAURIE J TRUSTEE | History | No change | 4,630 | 234 | 0.08% | 0.08% | 1020 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 4,593 | 232 | 0.03% | 0.04% | 1021 | -1,631 | -26.21% | Q4 2025 | Jan 29, 2026 |
| Troutman Wealth Management, LLC | History | New | 4,575 | 231 | 0.19% | — | 1022 | +4,575 | New | Q4 2025 | Feb 18, 2026 |
| FOCUSED ALPHA, LLC | History | New | 4,528 | 229 | 0.07% | — | 1023 | +4,528 | New | Q4 2025 | Feb 13, 2026 |
| MBL Wealth, LLC | History | Reduced | 4,503 | 227 | 0.02% | 0.04% | 1024 | -4,587 | -50.46% | Q4 2025 | Jan 21, 2026 |
| TMB Capital Partners, LLC | History | New | 4,493 | 227 | 0.08% | — | 1025 | +4,493 | New | Q4 2025 | Feb 19, 2026 |
| Discipline Wealth Solutions, LLC | History | New | 4,471 | 226 | 0.04% | — | 1026 | +4,471 | New | Q4 2025 | Jan 26, 2026 |
| ETF Store, Inc. | History | Added to | 4,459 | 225 | 0.23% | 0.24% | 1027 | +48 | 1.09% | Q4 2025 | Jan 22, 2026 |
| Prota Financial, LLC | History | New | 4,432 | 224 | 0.16% | — | 1028 | +4,432 | New | Q4 2025 | Apr 09, 2026 |
| BlackRock, Inc. | History | Added to | 4,410 | 223 | 0.0% | 0.0% | 1029 | +805 | 22.33% | Q4 2025 | Feb 12, 2026 |
| K2 Financial Inc. | History | Reduced | 4,414 | 223 | 0.17% | 0.2% | 1030 | -545 | -10.99% | Q4 2025 | Jan 22, 2026 |
| Fisher Asset Management, LLC | History | New | 4,370 | 221 | 0.0% | — | 1031 | +4,370 | New | Q4 2025 | Feb 09, 2026 |
| IFG Advisors, LLC | History | Reduced | 4,345 | 219 | 0.04% | 0.04% | 1032 | -150 | -3.34% | Q4 2025 | Jan 13, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 4,316 | 218 | 0.07% | 0.07% | 1033 | +20 | 0.47% | Q4 2025 | Feb 11, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 4,233 | 214 | 0.17% | — | 1035 | +4,233 | New | Q4 2025 | Feb 10, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 4,234 | 214 | 0.15% | 0.29% | 1034 | -2,884 | -40.52% | Q4 2025 | Feb 11, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 4,208 | 212 | 0.16% | 0.16% | 1036 | -66 | -1.54% | Q4 2025 | Feb 06, 2026 |
| Hills Bank & Trust Co | History | Reduced | 4,174 | 211 | 0.01% | 0.01% | 1037 | -78 | -1.83% | Q4 2025 | Feb 05, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Added to | 4,171 | 210 | 0.17% | 0.18% | 1039 | +13 | 0.31% | Q4 2025 | Jan 21, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 4,157 | 210 | 0.03% | 0.03% | 1038 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 4,136 | 209 | 0.01% | — | 1040 | +4,136 | New | Q4 2025 | Feb 05, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 4,133 | 209 | 0.09% | 0.1% | 1041 | -344 | -7.68% | Q4 2025 | Jan 16, 2026 |
| Client First Investment Management LLC | History | Reduced | 4,117 | 208 | 0.11% | 0.11% | 1044 | -204 | -4.72% | Q4 2025 | Feb 09, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 4,122 | 208 | 0.02% | 0.02% | 1042 | -123 | -2.9% | Q4 2025 | Feb 13, 2026 |
| Sunflower Bank, N.A. | History | No change | 4,115 | 208 | 0.05% | 0.05% | 1043 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Q3 Asset Management | History | New | 4,085 | 206 | 0.05% | — | 1045 | +4,085 | New | Q4 2025 | Jan 27, 2026 |
| Legacy Wealth Partners, LLC | History | New | 4,059 | 205 | 0.05% | — | 1046 | +4,059 | New | Q4 2025 | Feb 17, 2026 |
| Indivisible Partners | History | New | 4,052 | 204 | 0.02% | — | 1048 | +4,052 | New | Q4 2025 | Feb 03, 2026 |
| Alteri Wealth LLC | History | New | 4,045 | 204 | 0.07% | — | 1047 | +4,045 | New | Q4 2025 | Feb 11, 2026 |
| Front Row Advisors LLC | History | No change | 4,000 | 203 | 0.07% | 0.07% | 1049 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 4,000 | 203 | 0.01% | 0.01% | 1050 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Harbor Group, Inc. | History | Reduced | 4,001 | 202 | 0.03% | 0.04% | 1051 | -1,376 | -25.59% | Q4 2025 | Jan 12, 2026 |
| Financial Alternatives, Inc | History | No change | 4,000 | 202 | 0.12% | 0.12% | 1052 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 3,966 | 201 | 0.03% | — | 1054 | +3,966 | New | Q4 2025 | Feb 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 3,984 | 201 | 0.02% | 0.01% | 1053 | +2,335 | 141.6% | Q4 2025 | Jan 07, 2026 |
| Argos Wealth Advisors, LLC | History | New | 3,955 | 200 | 0.05% | — | 1056 | +3,955 | New | Q4 2025 | Feb 04, 2026 |
| Kathmere Capital Management, LLC | History | No change | 3,954 | 200 | 0.01% | 0.01% | 1055 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Canton Hathaway, LLC | History | Reduced | 3,953 | 199 | 0.04% | 0.06% | 1057 | -2,000 | -33.6% | Q4 2025 | Jan 21, 2026 |
| Northwest Capital Management Inc | History | Reduced | 3,929 | 198 | 0.86% | 0.88% | 1058 | -12,477 | -76.05% | Q4 2025 | Jan 26, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 3,566 | 180 | 0.07% | — | 1059 | +3,566 | New | Q4 2025 | Feb 06, 2026 |
| Fairway Wealth LLC | History | Reduced | 3,577 | 180 | 0.05% | 0.05% | 1060 | -198 | -5.25% | Q4 2025 | Jan 28, 2026 |
| FIRST HORIZON CORP | History | Added to | 3,558 | 179 | 0.01% | 0.01% | 1061 | +705 | 24.71% | Q4 2025 | Jan 27, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 3,526 | 178 | 0.11% | — | 1062 | +3,526 | New | Q4 2025 | Feb 10, 2026 |
| ATWOOD & PALMER INC | History | No change | 3,500 | 177 | 0.01% | 0.01% | 1063 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 3,475 | 175 | 0.06% | 0.06% | 1064 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 3,334 | 168 | 0.14% | 0.15% | 1065 | +36 | 1.09% | Q4 2025 | Jan 26, 2026 |
| Hurley Capital, LLC | History | Added to | 3,140 | 158 | 0.09% | 0.07% | 1066 | +767 | 32.32% | Q4 2025 | Feb 17, 2026 |
| WPG Advisers, LLC | History | Added to | 3,126 | 158 | 0.12% | 0.12% | 1067 | +1 | 0.03% | Q4 2025 | Jan 28, 2026 |
| WFA of San Diego, LLC | History | Added to | 3,066 | 155 | 0.11% | 0.1% | 1068 | +30 | 0.99% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,053 | 154 | 0.0% | 0.0% | 1069 | +1,119 | 57.86% | Q4 2025 | Feb 09, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 2,967 | 150 | 0.01% | 0.0% | 1070 | +2,227 | 300.95% | Q4 2025 | Jan 20, 2026 |
| Sankala Group LLC | History | New | 2,875 | 145 | 0.12% | — | 1071 | +2,875 | New | Q4 2025 | Mar 02, 2026 |
| PFS Partners, LLC | History | Reduced | 2,766 | 139 | 0.06% | 0.14% | 1072 | -2,964 | -51.73% | Q4 2025 | Jan 16, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,570 | 130 | 0.01% | 0.0% | 1073 | +2,130 | 484.09% | Q4 2025 | Jan 21, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 2,413 | 122 | 0.05% | 0.05% | 1074 | -258 | -9.66% | Q4 2025 | Feb 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 2,339 | 118 | 0.04% | 0.04% | 1075 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Capital Investment Counsel, Inc | History | New | 2,207 | 111 | 0.01% | — | 1076 | +2,207 | New | Q4 2025 | Jan 23, 2026 |
| Main Management LLC | History | No change | 2,167 | 110 | 0.01% | 0.01% | 1077 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HM PAYSON & CO | History | No change | 2,092 | 105 | 0.0% | 0.0% | 1078 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 2,013 | 101 | 0.02% | 0.02% | 1079 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,993 | 100 | 0.03% | 0.09% | 1081 | +116 | 6.18% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | No change | 1,991 | 100 | 0.02% | 0.02% | 1080 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kingdom Financial Group LLC. | History | New | 1,969 | 99 | 0.03% | — | 1083 | +1,969 | New | Q4 2025 | Feb 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 1,966 | 99 | 0.03% | — | 1082 | +1,966 | New | Q4 2025 | Jan 20, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 1,931 | 97 | 0.06% | 0.04% | 1084 | +516 | 36.47% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,874 | 94 | 0.0% | 0.0% | 1085 | +1,838 | 5105.56% | Q4 2025 | Feb 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,822 | 92 | 0.01% | 0.01% | 1086 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,480 | 74 | 0.01% | 0.01% | 1087 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 1,356 | 68 | 0.04% | 0.04% | 1089 | -1,024 | -43.03% | Q4 2025 | Feb 18, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 1,357 | 68 | 0.04% | 0.03% | 1088 | +326 | 31.62% | Q4 2025 | Feb 13, 2026 |
| MASECO LLP | History | No change | 1,269 | 64 | 0.0% | 0.0% | 1090 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 1,263 | 63 | 0.07% | 0.07% | 1091 | +14 | 1.12% | Q4 2025 | Feb 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,217 | 61 | 0.02% | 0.02% | 1092 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | New | 1,200 | 60 | 0.02% | — | 1093 | +1,200 | New | Q4 2025 | Jan 23, 2026 |
| First Pacific Financial | History | Added to | 1,089 | 55 | 0.01% | 0.01% | 1094 | +12 | 1.11% | Q4 2025 | Jan 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 1,050 | 53 | 0.0% | — | 1095 | +1,050 | New | Q4 2025 | Feb 12, 2026 |
| Strive Financial Group ,LLC | History | New | 1,042 | 52 | 0.03% | — | 1098 | +1,042 | New | Q4 2025 | Feb 18, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,040 | 52 | 0.0% | 0.0% | 1096 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Winch Advisory Services, LLC | History | No change | 1,039 | 52 | 0.01% | 0.01% | 1097 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rossmore Private Capital | History | Added to | 1,000 | 50 | 0.0% | 0.0% | 1100 | +500 | 100.0% | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO | History | No change | 1,000 | 50 | 0.0% | 0.0% | 1099 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Wagner Wealth Management, LLC | History | No change | 979 | 49 | 0.01% | 0.01% | 1101 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 897 | 45 | 0.01% | 0.02% | 1103 | -42 | -4.47% | Q4 2025 | Feb 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 903 | 45 | 0.0% | 0.0% | 1102 | +8 | 0.89% | Q4 2025 | Jan 20, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 870 | 44 | 0.02% | 0.05% | 1104 | -787 | -47.5% | Q4 2025 | Jan 14, 2026 |
| Versant Capital Management, Inc | History | Reduced | 858 | 43 | 0.01% | 0.02% | 1105 | -1,930 | -69.23% | Q4 2025 | Jan 08, 2026 |
| Copia Wealth Management | History | New | 851 | 43 | 0.03% | — | 1106 | +851 | New | Q4 2025 | Feb 06, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 837 | 42 | 0.0% | 0.0% | 1107 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Operose Advisors LLC | History | Added to | 808 | 40 | 0.01% | 0.0% | 1108 | +747 | 1224.59% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 765 | 38 | 0.0% | — | 1111 | +765 | New | Q4 2025 | Feb 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 754 | 38 | 0.02% | — | 1112 | +754 | New | Q4 2025 | Feb 18, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 756 | 38 | 0.0% | 0.0% | 1109 | -682 | -47.43% | Q4 2025 | Feb 06, 2026 |
| McIlrath & Eck, LLC | History | No change | 766 | 38 | 0.0% | 0.0% | 1110 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 750 | 37 | 0.0% | — | 1113 | +750 | New | Q4 2025 | Jan 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 743 | 37 | 0.0% | 0.0% | 1114 | +350 | 89.06% | Q4 2025 | Feb 05, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 732 | 37 | 0.04% | 0.04% | 1115 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 694 | 35 | 0.0% | 0.0% | 1117 | +196 | 39.36% | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | No change | 706 | 35 | 0.0% | 0.0% | 1116 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Motiv8 Investments LLC | History | New | 631 | 32 | 0.02% | — | 1118 | +631 | New | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 616 | 31 | 0.0% | 0.0% | 1119 | +6 | 0.98% | Q4 2025 | Feb 02, 2026 |
| SITTNER & NELSON, LLC | History | New | 588 | 29 | 0.01% | — | 1121 | +588 | New | Q4 2025 | Feb 11, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 587 | 29 | 0.01% | 0.01% | 1120 | +20 | 3.53% | Q4 2025 | Jan 28, 2026 |
| Jackson Hole Capital Partners, LLC | History | New | 556 | 28 | 0.0% | — | 1122 | +556 | New | Q4 2025 | Jan 30, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 475 | 24 | 0.0% | 0.0% | 1123 | -521 | -52.31% | Q4 2025 | Jan 29, 2026 |
| Creative Capital Management Investments LLC | History | New | 479 | 24 | 0.01% | — | 1125 | +479 | New | Q4 2025 | Jan 23, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 475 | 24 | 0.01% | 0.02% | 1126 | -300 | -38.71% | Q4 2025 | Feb 06, 2026 |
| CHELSEA COUNSEL CO | History | No change | 485 | 24 | 0.01% | 0.01% | 1124 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| CVA Family Office, LLC | History | No change | 451 | 22 | 0.0% | 0.0% | 1127 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 427 | 21 | 0.01% | 0.01% | 1129 | -182 | -29.89% | Q4 2025 | Feb 03, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 419 | 21 | 0.01% | 0.01% | 1128 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Community Bank, N.A. | History | No change | 400 | 20 | 0.0% | 0.0% | 1130 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 384 | 19 | 0.01% | — | 1131 | +384 | New | Q4 2025 | Jan 22, 2026 |
| Hilltop National Bank | History | No change | 391 | 19 | 0.0% | 0.0% | 1132 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HighMark Wealth Management LLC | History | New | 334 | 16 | 0.01% | — | 1134 | +334 | New | Q4 2025 | Feb 05, 2026 |
| Beacon Capital Management, Inc. | History | New | 330 | 16 | 0.0% | — | 1133 | +330 | New | Q4 2025 | Feb 12, 2026 |
| Hughes Financial Services, LLC | History | Added to | 335 | 16 | 0.0% | 0.0% | 1137 | +206 | 159.69% | Q4 2025 | Feb 11, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 322 | 16 | 0.0% | 0.0% | 1135 | +90 | 38.79% | Q4 2025 | Feb 17, 2026 |
| Coston, McIsaac & Partners | History | No change | 336 | 16 | 0.0% | 0.0% | 1136 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Balentine LLC | History | Reduced | 301 | 15 | 0.0% | 0.01% | 1138 | -6,472 | -95.56% | Q4 2025 | Feb 02, 2026 |
| TSFG, LLC | History | Added to | 302 | 15 | 0.0% | 0.0% | 1139 | +3 | 1.0% | Q4 2025 | Feb 04, 2026 |
| CURIO WEALTH, LLC | History | No change | 312 | 15 | 0.01% | 0.01% | 1140 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 292 | 14 | 0.0% | 0.0% | 1141 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Eukles Asset Management | History | No change | 280 | 14 | 0.01% | 0.01% | 1142 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 264 | 13 | 0.0% | — | 1143 | +264 | New | Q4 2025 | Feb 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Reduced | 243 | 12 | 0.01% | 0.01% | 1145 | -2 | -0.82% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 250 | 12 | 0.0% | 0.0% | 1144 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pandora Wealth, Inc. | History | Reduced | 235 | 11 | 0.01% | 0.02% | 1147 | -403 | -63.17% | Q4 2025 | Feb 04, 2026 |
| Glen Eagle Advisors, LLC | History | New | 225 | 11 | 0.0% | — | 1146 | +225 | New | Q4 2025 | Feb 13, 2026 |
| Navalign, LLC | History | New | 202 | 10 | 0.0% | — | 1151 | +202 | New | Q4 2025 | Feb 05, 2026 |
| BLUELINE ADVISORS LLC | History | New | 202 | 10 | 0.01% | — | 1152 | +202 | New | Q4 2025 | Feb 10, 2026 |
| Costello Asset Management, INC | History | New | 200 | 10 | 0.0% | — | 1149 | +200 | New | Q4 2025 | Feb 03, 2026 |
| Modus Advisors, LLC | History | New | 200 | 10 | 0.0% | — | 1150 | +200 | New | Q4 2025 | Feb 11, 2026 |
| Rice Partnership, LLC | History | Reduced | 200 | 10 | 0.0% | 0.0% | 1148 | -92 | -31.51% | Q4 2025 | Feb 10, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 190 | 9 | 0.0% | 0.02% | 1153 | -610 | -76.25% | Q4 2025 | Feb 12, 2026 |
| Key Capital Management, INC | History | New | 193 | 9 | 0.01% | — | 1156 | +193 | New | Q4 2025 | Jan 26, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 188 | 9 | 0.0% | 0.0% | 1154 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Deseret Mutual Benefit Administrators | History | No change | 195 | 9 | 0.0% | 0.0% | 1155 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Investors Research Corp | History | New | 172 | 8 | 0.0% | — | 1158 | +172 | New | Q4 2025 | Jan 06, 2026 |
| Asset Dedication, LLC | History | Reduced | 166 | 8 | 0.0% | 0.0% | 1157 | -7 | -4.05% | Q4 2025 | Jan 26, 2026 |
| Park Square Financial Group, LLC | History | Added to | 153 | 7 | 0.04% | 0.03% | 1159 | +34 | 28.57% | Q4 2025 | Feb 05, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 120 | 6 | 0.02% | 0.02% | 1160 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 136 | 6 | 0.0% | 0.0% | 1161 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Manchester Capital Management LLC | History | New | 86 | 4 | 0.0% | — | 1162 | +86 | New | Q4 2025 | Feb 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 94 | 4 | 0.0% | 0.0% | 1163 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Basepoint Wealth LLC | History | New | 70 | 3 | 0.0% | — | 1166 | +70 | New | Q4 2025 | Feb 10, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 62 | 3 | 0.0% | — | 1167 | +62 | New | Q4 2025 | Feb 19, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 72 | 3 | 0.0% | 0.0% | 1165 | +1 | 1.41% | Q4 2025 | Jan 27, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 63 | 3 | 0.0% | 0.0% | 1164 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 41 | 2 | 0.0% | — | 1168 | +41 | New | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 40 | 2 | 0.0% | — | 1169 | +40 | New | Q4 2025 | Feb 10, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 39 | 1 | 0.0% | 0.01% | 1176 | -366 | -90.37% | Q4 2025 | Jan 29, 2026 |
| New Millennium Group LLC | History | New | 38 | 1 | 0.0% | — | 1174 | +38 | New | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 38 | 1 | 0.0% | — | 1170 | +37 | 3700.0% | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 22 | 1 | 0.0% | — | 1171 | +22 | New | Q4 2025 | Feb 09, 2026 |
| RHL GROUP, LLC | History | New | 22 | 1 | 0.0% | — | 1178 | +22 | New | Q4 2025 | Feb 09, 2026 |
| Darwin Wealth Management, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 1172 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 1173 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 1175 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| LRI Investments, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 1177 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -882,681 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Donoghue Forlines LLC | History | Closed out | 0 | 0 | — | 10.22% | — | -653,942 | -100.0% | Q3 2025 | Oct 29, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -480,737 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Endurance Services Ltd | History | Closed out | 0 | 0 | — | 3.53% | — | -415,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -333,065 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 2.25% | — | -289,705 | -100.0% | Q3 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -289,664 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Three Seasons Wealth, LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -150,545 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Concorde Financial Corp | History | Closed out | 0 | 0 | — | 3.88% | — | -138,079 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -122,063 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hayek Kallen Investment Management | History | Closed out | 0 | 0 | — | 1.28% | — | -79,695 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 3.27% | — | -75,296 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Financial Futures Ltd Liability Co. | History | Closed out | 0 | 0 | — | 1.53% | — | -62,008 | -100.0% | Q3 2025 | Oct 27, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.62% | — | -60,500 | -100.0% | Q3 2025 | Jan 12, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.95% | — | -59,513 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -28,493 | -100.0% | Q3 2025 | Nov 03, 2025 |
| RETIREMENT CAPITAL STRATEGIES | History | Closed out | 0 | 0 | — | 0.48% | — | -24,569 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Evanson Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -23,051 | -100.0% | Q3 2025 | Oct 14, 2025 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -20,799 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.11% | — | -17,385 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bleakley Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,517 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,565 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Serenus Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -14,529 | -100.0% | Q3 2025 | Nov 07, 2025 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,569 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RVW Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,409 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CRUX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.2% | — | -9,961 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LVW Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,870 | -100.0% | Q3 2025 | Oct 20, 2025 |
| SFE Investment Counsel | History | Closed out | 0 | 0 | — | 0.06% | — | -7,417 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Koss-Olinger Consulting, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,896 | -100.0% | Q3 2025 | Oct 20, 2025 |
| TRED AVON FAMILY WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,828 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,592 | -100.0% | Q3 2025 | Nov 12, 2025 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,568 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Resurgent Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,533 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BWM Planning, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,102 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TABR Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,898 | -100.0% | Q3 2025 | Oct 15, 2025 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,854 | -100.0% | Q3 2025 | Oct 27, 2025 |
| AVAII WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,788 | -100.0% | Q3 2025 | Oct 20, 2025 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,696 | -100.0% | Q3 2025 | Oct 14, 2025 |
| NICOLET ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,556 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Plan Group Financial, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,351 | -100.0% | Q3 2025 | Oct 27, 2025 |
| TT Capital Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,224 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Alpha Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,154 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Duncan Williams Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,147 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Obermeyer Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -4,063 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Intelligence Driven Advisers, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,014 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,996 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -3,963 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BKM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,874 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,383 | -100.0% | Q3 2025 | Oct 06, 2025 |
| VESTOR CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,139 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Brentview Investment Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,700 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -1,492 | -100.0% | Q3 2025 | Oct 22, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -872 | -100.0% | Q3 2025 | Nov 17, 2025 |
| MGB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -591 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Centerpoint Advisors, LLC | History | Reduced | 9 | 0 | — | 0.01% | — | -388 | -97.73% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -314 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -233 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Imprint Wealth LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -150 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Silicon Valley Capital Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Richard W. Paul & Associates, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Russell Investments Group, Ltd. | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 18 | 0 | — | 0.0% | — | -6 | -25.0% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Anfield Capital Management, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Fortis Group Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |