INVESCO EXCHANGE-TRADED FUND TRUST - PRF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,010,233 | 516,600 | 0.04% | 0.04% | 1 | -566,501 | -4.89% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 7,712,428 | 361,857 | 0.08% | 0.08% | 2 | +486,823 | 6.74% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,192,385 | 243,626 | 0.13% | 0.14% | 3 | +97,185 | 1.91% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,784,491 | 224,488 | 0.07% | 0.06% | 4 | +57,759 | 1.22% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Reduced | 3,703,220 | 173,755 | 1.41% | 1.69% | 5 | -55,152 | -1.47% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 3,135,416 | 147,116 | 0.18% | 0.18% | 6 | +54,954 | 1.78% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 3,071,925 | 144,134 | 0.02% | 0.02% | 7 | -66,813 | -2.13% | Q4 2025 | Feb 19, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,013,264 | 141,382 | 0.19% | 0.17% | 8 | +149,439 | 5.22% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 2,727,461 | 127,972 | 0.03% | 0.03% | 9 | +188,790 | 7.44% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,589,251 | 124,620 | 0.17% | 0.19% | 10 | -126,699 | -4.66% | Q4 2025 | Jan 08, 2026 |
| MORGAN STANLEY | History | Added to | 2,135,865 | 100,214 | 0.01% | 0.01% | 11 | +3,367 | 0.16% | Q4 2025 | Feb 13, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 2,129,383 | 99,910 | 4.19% | 4.14% | 12 | +5,250 | 0.25% | Q4 2025 | Feb 10, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 2,055,842 | 96,460 | 0.59% | 0.57% | 13 | +84,012 | 4.26% | Q4 2025 | Jan 29, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 2,027,880 | 95,148 | 12.52% | 11.82% | 14 | -31,083 | -1.51% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,868,856 | 87,686 | 0.06% | 0.05% | 15 | +53,271 | 2.93% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,802,219 | 84,560 | 0.02% | 0.02% | 16 | -23,071 | -1.26% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 1,714,516 | 80,419 | 0.09% | 0.03% | 17 | +1,347,696 | 367.4% | Q4 2025 | Feb 13, 2026 |
| Berman McAleer LLC | History | Added to | 1,565,303 | 73,444 | 10.04% | 9.84% | 18 | +9,195 | 0.59% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,419,366 | 66,596 | 0.02% | 0.02% | 19 | +31,639 | 2.28% | Q4 2025 | Feb 18, 2026 |
| RFG Advisory, LLC | History | Reduced | 1,286,330 | 60,354 | 1.14% | 1.3% | 20 | -109,199 | -7.82% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 1,257,833 | 59,028 | 0.45% | — | 21 | +1,257,833 | New | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,198,815 | 56,249 | 0.01% | — | 22 | +1,198,815 | New | Q4 2025 | Feb 17, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 939,828 | 44,096 | 5.92% | 5.13% | 23 | +233,392 | 33.04% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 926,136 | 43,454 | 0.05% | 0.05% | 24 | +15,752 | 1.73% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Reduced | 891,043 | 41,807 | 0.93% | 1.42% | 25 | -44,959 | -4.8% | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Added to | 870,722 | 40,854 | 1.36% | 1.26% | 26 | +70,996 | 8.88% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 814,935 | 38,236 | 0.01% | 0.01% | 27 | -26,492 | -3.15% | Q4 2025 | Jan 29, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 810,044 | 38,007 | 7.18% | 6.95% | 28 | +20,807 | 2.64% | Q4 2025 | Feb 04, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 773,857 | 36,309 | 0.87% | 0.88% | 29 | -11,422 | -1.45% | Q4 2025 | Feb 03, 2026 |
| Corient Private Wealth LLC | History | Reduced | 736,947 | 34,577 | 0.05% | 0.05% | 30 | -1,932 | -0.26% | Q4 2025 | Mar 09, 2026 |
| Klingman & Associates, LLC | History | Added to | 681,565 | 31,979 | 1.54% | 1.55% | 31 | +66 | 0.01% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 670,384 | 31,454 | 9.13% | 9.41% | 32 | -17,902 | -2.6% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 661,057 | 31,016 | 0.21% | 0.24% | 33 | -47,333 | -6.68% | Q4 2025 | Feb 17, 2026 |
| Charles Schwab Trust Co | History | Reduced | 649,380 | 30,468 | 2.0% | 2.01% | 34 | -6,219 | -0.95% | Q4 2025 | Jan 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 643,205 | 30,179 | 0.03% | 0.03% | 35 | +9,338 | 1.47% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 619,700 | 29,076 | 1.6% | 1.58% | 36 | +1,598 | 0.26% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 595,096 | 27,922 | 0.04% | 0.03% | 37 | +36,397 | 6.51% | Q4 2025 | Feb 17, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 586,153 | 27,502 | 14.2% | 14.01% | 38 | +11,741 | 2.04% | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 585,637 | 27,478 | 0.0% | 0.0% | 39 | -27,000 | -4.41% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 556,442 | 26,108 | 0.03% | 0.03% | 40 | +19,258 | 3.58% | Q4 2025 | Feb 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 543,715 | 25,505 | 0.02% | 0.0% | 41 | +533,930 | 5456.62% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 534,717 | 25,088 | 0.1% | — | 42 | +534,717 | New | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 24,445 | 24,445 | 0.01% | — | 43 | +24,445 | New | Q4 2025 | Feb 17, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 515,715 | 24,197 | 8.48% | 9.38% | 44 | -25,014 | -4.63% | Q4 2025 | Feb 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 513,270 | 24,082 | 0.45% | 0.47% | 45 | -13,863 | -2.63% | Q4 2025 | Feb 10, 2026 |
| Wharton Business Group, LLC | History | No change | 493,135 | 23,137 | 0.88% | 0.97% | 46 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Boulder Wealth Advisors, LLC | History | Added to | 488,182 | 22,905 | 9.68% | 9.67% | 47 | +28,073 | 6.1% | Q4 2025 | Feb 05, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 448,707 | 21,753 | 10.17% | 10.6% | 48 | +68,019 | 17.87% | Q4 2025 | Jan 26, 2026 |
| Breakwater Capital Group | History | Reduced | 449,211 | 21,076 | 2.94% | 3.41% | 49 | -61,062 | -11.97% | Q4 2025 | Jan 09, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 434,431 | 20,383 | 7.29% | 7.11% | 50 | +8,121 | 1.9% | Q4 2025 | Feb 06, 2026 |
| Goodman Advisory Group, LLC | History | New | 418,663 | 19,643 | 4.83% | — | 51 | +418,663 | New | Q4 2025 | Feb 11, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 418,309 | 19,627 | 1.82% | 2.12% | 52 | -35,499 | -7.82% | Q4 2025 | Feb 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 409,919 | 19,233 | 0.03% | 0.03% | 53 | -4,164 | -1.01% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 405,867 | 19,043 | 0.05% | 0.05% | 54 | +12,459 | 3.17% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 383,398 | 17,989 | 0.07% | — | 55 | +383,398 | New | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 488,797 | 17,785 | 0.03% | 0.03% | 56 | +139,972 | 40.13% | Q4 2025 | Feb 17, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 374,209 | 17,557 | 3.33% | 3.14% | 57 | +17,809 | 5.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 327,670 | 15,374 | 0.08% | 0.09% | 58 | -13,918 | -4.07% | Q4 2025 | Feb 12, 2026 |
| Ted Buchan & Co | History | Added to | 325,298 | 15,263 | 5.6% | 5.33% | 59 | +24,230 | 8.05% | Q4 2025 | Feb 11, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 322,115 | 15,113 | 1.82% | 1.81% | 60 | -2,298 | -0.71% | Q4 2025 | Jan 21, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 318,640 | 14,950 | 1.28% | 1.27% | 61 | -1,013 | -0.32% | Q4 2025 | Jan 21, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 317,074 | 14,877 | 0.9% | 0.9% | 62 | +4,140 | 1.32% | Q4 2025 | Feb 18, 2026 |
| World Investment Advisors | History | Reduced | 314,210 | 14,742 | 0.24% | 0.3% | 63 | -11,090 | -3.41% | Q4 2025 | Mar 12, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 312,844 | 14,678 | 5.95% | 6.1% | 64 | +3,628 | 1.17% | Q4 2025 | Jan 22, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 311,689 | 14,624 | 0.99% | 0.95% | 65 | +9,348 | 3.09% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 304,493 | 14,286 | 0.74% | 0.69% | 66 | +28,563 | 10.35% | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 296,875 | 13,929 | 0.01% | 0.01% | 67 | +48,739 | 19.64% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 294,001 | 13,794 | 0.07% | — | 68 | +294,001 | New | Q4 2025 | Feb 17, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 268,765 | 12,610 | 5.57% | 5.54% | 69 | -4,136 | -1.52% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Added to | 264,886 | 12,428 | 0.01% | 0.01% | 70 | +58,854 | 28.57% | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | Added to | 255,830 | 12,003 | 0.68% | 0.64% | 71 | +20,110 | 8.53% | Q4 2025 | Feb 10, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 245,251 | 11,507 | 1.17% | 1.16% | 72 | -4,562 | -1.83% | Q4 2025 | Jan 22, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 240,139 | 11,267 | 0.58% | 0.57% | 73 | -10,067 | -4.02% | Q4 2025 | Jan 27, 2026 |
| JNBA Financial Advisors | History | Reduced | 232,544 | 10,910 | 0.95% | 0.97% | 74 | -3,792 | -1.6% | Q4 2025 | Jan 26, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 228,472 | 10,719 | 0.03% | 0.03% | 75 | +109 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 221,665 | 10,400 | 0.08% | 0.05% | 76 | +709 | 0.32% | Q4 2025 | Feb 13, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 219,382 | 10,293 | 2.36% | 2.28% | 77 | +2,366 | 1.09% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 217,648 | 10,212 | 0.01% | 0.01% | 78 | +32,863 | 17.78% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 217,069 | 10,184 | 0.14% | 0.18% | 79 | +5,748 | 2.72% | Q4 2025 | Feb 06, 2026 |
| Marion Wealth Management | History | Added to | 195,733 | 9,489 | 2.11% | 2.07% | 80 | +2,349 | 1.21% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 201,543 | 9,456 | 0.0% | 0.0% | 81 | +5,682 | 2.9% | Q4 2025 | Feb 17, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 199,409 | 9,356 | 1.34% | 1.33% | 82 | -1,212 | -0.6% | Q4 2025 | Jan 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 190,629 | 8,944 | 0.16% | 0.18% | 83 | -3,068 | -1.58% | Q4 2025 | Jan 16, 2026 |
| Cerity Partners LLC | History | Reduced | 183,306 | 8,600 | 0.01% | 0.01% | 84 | -3,745 | -2.0% | Q4 2025 | Feb 11, 2026 |
| WIMMER ASSOCIATES 1, LLC | History | Added to | 170,574 | 8,003 | 3.72% | 3.68% | 85 | +1,416 | 0.84% | Q4 2025 | Feb 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 169,885 | 7,971 | 0.36% | 0.35% | 86 | +12,355 | 7.84% | Q4 2025 | Feb 17, 2026 |
| Woodside Wealth Management LLC | History | Reduced | 169,705 | 7,962 | 5.94% | 6.06% | 87 | -295 | -0.17% | Q4 2025 | Jan 30, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 166,905 | 7,831 | 1.35% | 1.21% | 88 | +663 | 0.4% | Q4 2025 | Feb 13, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 166,132 | 7,794 | 0.43% | 0.44% | 89 | -322 | -0.19% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 147,349 | 6,913 | 0.01% | 0.01% | 90 | +69,099 | 88.31% | Q4 2025 | Feb 17, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 146,552 | 6,876 | 0.58% | 0.51% | 91 | -4,866 | -3.21% | Q4 2025 | Jan 27, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 145,148 | 6,810 | 1.8% | 1.7% | 92 | -1,142 | -0.78% | Q4 2025 | Feb 10, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 143,106 | 6,714 | 0.96% | 0.95% | 93 | -8,926 | -5.87% | Q4 2025 | Jan 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 141,219 | 6,625 | 0.01% | 0.01% | 94 | +51,364 | 57.16% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 139,584 | 6,549 | 0.02% | 0.02% | 95 | +4,430 | 3.28% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 139,213 | 6,531 | 0.02% | 0.02% | 96 | -2,128 | -1.51% | Q4 2025 | Feb 13, 2026 |
| Ellevest, Inc. | History | Reduced | 139,106 | 6,526 | 0.9% | 0.9% | 97 | -199 | -0.14% | Q4 2025 | Feb 10, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 135,677 | 6,365 | 1.92% | 1.97% | 98 | -806 | -0.59% | Q4 2025 | Jan 23, 2026 |
| Hirtle Callaghan & Co LLC | History | No change | 131,777 | 6,182 | 0.21% | 0.21% | 99 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 129,454 | 6,073 | 2.64% | 2.51% | 100 | +8,125 | 6.7% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 128,334 | 6,021 | 0.01% | 0.01% | 101 | +20,355 | 18.85% | Q4 2025 | Mar 16, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 126,570 | 5,938 | 0.57% | 0.58% | 102 | -3,098 | -2.39% | Q4 2025 | Jan 28, 2026 |
| Lido Advisors, LLC | History | Added to | 127,826 | 5,794 | 0.02% | 0.02% | 103 | +628 | 0.49% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 123,400 | 5,790 | 0.01% | 0.01% | 104 | +746 | 0.61% | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 120,216 | 5,640 | 0.02% | 0.02% | 105 | -4,445 | -3.57% | Q4 2025 | Feb 12, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 117,039 | 5,491 | 0.39% | 0.3% | 106 | +1,559 | 1.35% | Q4 2025 | Jan 21, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 112,120 | 5,260 | 0.82% | 0.81% | 107 | -618 | -0.55% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | Reduced | 108,220 | 5,077 | 0.03% | 0.04% | 108 | -26,005 | -19.37% | Q4 2025 | Feb 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 103,732 | 4,867 | 0.61% | 0.62% | 109 | +204 | 0.2% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 102,654 | 4,816 | 0.0% | 0.0% | 110 | +64,741 | 170.76% | Q4 2025 | Feb 13, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 101,744 | 4,773 | 1.05% | — | 111 | +101,744 | New | Q4 2025 | Feb 18, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 100,205 | 4,701 | 0.62% | 0.6% | 112 | +5,546 | 5.86% | Q4 2025 | Jan 30, 2026 |
| WIN ADVISORS, INC | History | New | 98,799 | 4,635 | 1.97% | — | 113 | +98,799 | New | Q4 2025 | Feb 04, 2026 |
| One Wealth Map LLC | History | Added to | 86,835 | 4,276 | 2.18% | 2.07% | 114 | +2,119 | 2.5% | Q4 2025 | Feb 04, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 91,133 | 4,275 | 0.9% | 0.94% | 115 | -2,995 | -3.18% | Q4 2025 | Jan 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 90,434 | 4,243 | 0.0% | 0.0% | 116 | +7,589 | 9.16% | Q4 2025 | Feb 17, 2026 |
| Legacy Private Trust Co. | History | Reduced | 87,541 | 4,107 | 0.24% | 0.24% | 117 | -970 | -1.1% | Q4 2025 | Jan 08, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 85,978 | 4,034 | 0.59% | 0.59% | 118 | +6 | 0.01% | Q4 2025 | Feb 04, 2026 |
| KWB Wealth | History | Added to | 83,302 | 3,908 | 0.37% | 0.34% | 119 | +9,498 | 12.87% | Q4 2025 | Jan 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 80,552 | 3,774 | 0.11% | 0.21% | 120 | +7,673 | 10.53% | Q4 2025 | Feb 10, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Added to | 80,261 | 3,765 | 5.46% | 4.64% | 121 | +20,534 | 34.38% | Q4 2025 | Jan 28, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 79,589 | 3,734 | 1.08% | 1.05% | 122 | +3,725 | 4.91% | Q4 2025 | Jan 23, 2026 |
| CENTRAL TRUST Co | History | Reduced | 78,759 | 3,695 | 0.07% | 0.08% | 123 | -3,869 | -4.68% | Q4 2025 | Feb 02, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 78,752 | 3,695 | 0.05% | 0.05% | 124 | -50 | -0.06% | Q4 2025 | Feb 10, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 77,263 | 3,625 | 1.65% | 1.67% | 125 | -895 | -1.15% | Q4 2025 | Jan 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 77,244 | 3,624 | 0.01% | 0.0% | 126 | +68,482 | 781.58% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 74,304 | 3,486 | 0.01% | 0.02% | 127 | +79 | 0.11% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 73,771 | 3,461 | 0.06% | 0.07% | 128 | -145 | -0.2% | Q4 2025 | Feb 17, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 73,050 | 3,427 | 3.37% | — | 129 | +73,050 | New | Q4 2025 | Jan 26, 2026 |
| Jacobi Capital Management LLC | History | Added to | 70,421 | 3,304 | 0.19% | 0.17% | 130 | +6,936 | 10.93% | Q4 2025 | Feb 13, 2026 |
| Security Financial Services, INC. | History | Reduced | 67,950 | 3,188 | 0.5% | 0.5% | 131 | -63 | -0.09% | Q4 2025 | Jan 27, 2026 |
| WFA of San Diego, LLC | History | Reduced | 66,463 | 3,118 | 2.28% | 2.14% | 132 | -3,010 | -4.33% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 65,845 | 3,089 | 0.02% | 0.02% | 133 | +4,916 | 8.07% | Q4 2025 | Feb 12, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 64,585 | 3,030 | 0.15% | 0.15% | 134 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 59,950 | 2,812 | 0.3% | 0.29% | 135 | -867 | -1.43% | Q4 2025 | Jan 27, 2026 |
| Smith Salley Wealth Management | History | No change | 59,300 | 2,782 | 0.14% | 0.14% | 136 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 57,346 | 2,690 | 0.52% | 0.43% | 137 | -218 | -0.38% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 54,767 | 2,569 | 0.05% | 0.05% | 138 | -252 | -0.46% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 53,633 | 2,516 | 0.14% | 0.15% | 139 | -1,309 | -2.38% | Q4 2025 | Jan 14, 2026 |
| CWM, LLC | History | Added to | 49,558 | 2,325 | 0.01% | 0.01% | 140 | +33 | 0.07% | Q4 2025 | Jan 26, 2026 |
| Wealthfront Advisers LLC | History | Added to | 49,491 | 2,322 | 0.01% | 0.0% | 141 | +2,878 | 6.17% | Q4 2025 | Jan 30, 2026 |
| Certified Advisory Corp | History | Added to | 49,018 | 2,299 | 0.21% | 0.17% | 142 | +8,869 | 22.09% | Q4 2025 | Jan 12, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 48,247 | 2,263 | 0.36% | 0.36% | 143 | -1,103 | -2.24% | Q4 2025 | Feb 24, 2026 |
| US BANCORP \DE\ | History | Reduced | 48,004 | 2,252 | 0.0% | 0.0% | 144 | -399 | -0.82% | Q4 2025 | Jan 30, 2026 |
| Ballentine Partners, LLC | History | No change | 47,244 | 2,216 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sigma Planning Corp | History | Reduced | 46,165 | 2,197 | 0.06% | 0.06% | 146 | -761 | -1.62% | Q4 2025 | Jan 30, 2026 |
| Summit Financial, LLC | History | Reduced | 46,623 | 2,187 | 0.03% | 0.03% | 147 | -1,151 | -2.41% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 46,592 | 2,186 | 0.02% | 0.01% | 148 | +25,408 | 119.94% | Q4 2025 | Jan 26, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 46,565 | 2,184 | 0.02% | 0.02% | 149 | +65 | 0.14% | Q4 2025 | Feb 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 44,883 | 2,105 | 0.0% | 0.0% | 150 | -2,113 | -4.5% | Q4 2025 | Feb 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 44,854 | 2,104 | 0.23% | 0.23% | 151 | +491 | 1.11% | Q4 2025 | Jan 20, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 41,569 | 1,950 | 0.37% | 0.36% | 152 | -1,472 | -3.42% | Q4 2025 | Jan 21, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 41,471 | 1,945 | 0.06% | 0.06% | 153 | +205 | 0.5% | Q4 2025 | Jan 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 40,911 | 1,919 | 0.01% | 0.01% | 154 | -949 | -2.27% | Q4 2025 | Feb 03, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 39,974 | 1,875 | 0.53% | 0.34% | 155 | +14,715 | 58.26% | Q4 2025 | Feb 12, 2026 |
| Independent Advisor Alliance | History | No change | 39,378 | 1,847 | 0.04% | 0.05% | 156 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EP Wealth Advisors, LLC | History | New | 38,930 | 1,826 | 0.01% | — | 157 | +38,930 | New | Q4 2025 | Feb 18, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 37,905 | 1,778 | 0.02% | 0.01% | 158 | +11,392 | 42.97% | Q4 2025 | Jan 20, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 36,826 | 1,727 | 0.13% | 0.13% | 159 | -2,150 | -5.52% | Q4 2025 | Feb 05, 2026 |
| Verum Partners LLC | History | Reduced | 36,616 | 1,718 | 0.35% | 0.37% | 160 | -2,266 | -5.83% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Reduced | 36,458 | 1,710 | 0.01% | 0.01% | 161 | -7,868 | -17.75% | Q4 2025 | Jan 29, 2026 |
| SUMMITRY LLC | History | New | 36,015 | 1,689 | 0.07% | — | 162 | +36,015 | New | Q4 2025 | Feb 09, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 35,902 | 1,684 | 0.02% | 0.02% | 163 | -2,365 | -6.18% | Q4 2025 | Jan 21, 2026 |
| West Financial Advisors, LLC | History | Reduced | 35,824 | 1,680 | 0.28% | 0.27% | 164 | -703 | -1.92% | Q4 2025 | Jan 13, 2026 |
| HB Wealth Management, LLC | History | No change | 35,753 | 1,677 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 34,961 | 1,640 | 0.36% | 0.37% | 166 | -1,352 | -3.72% | Q4 2025 | Feb 06, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 34,772 | 1,631 | 0.26% | 0.28% | 167 | -382 | -1.09% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 34,422 | 1,615 | 0.02% | 0.0% | 168 | +30,584 | 796.87% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 34,057 | 1,597 | 0.02% | 0.0% | 169 | +24,819 | 268.66% | Q4 2025 | Feb 11, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 33,474 | 1,570 | 0.21% | 0.21% | 170 | -720 | -2.11% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Reduced | 33,432 | 1,568 | 0.01% | 0.01% | 171 | -1,244 | -3.59% | Q4 2025 | Feb 10, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 33,332 | 1,563 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 33,298 | 1,562 | 0.1% | 0.08% | 173 | +5,163 | 18.35% | Q4 2025 | Feb 05, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 33,146 | 1,555 | 0.03% | 0.04% | 174 | -1,042 | -3.05% | Q4 2025 | Feb 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 31,679 | 1,545 | 0.38% | 1.09% | 175 | -59,219 | -65.15% | Q4 2025 | Jan 23, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 32,669 | 1,532 | 0.98% | 0.98% | 176 | -313 | -0.95% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 32,224 | 1,511 | 0.01% | 0.01% | 177 | +342 | 1.07% | Q4 2025 | Feb 18, 2026 |
| Addison Advisors LLC | History | No change | 31,305 | 1,468 | 0.33% | 0.33% | 178 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 31,127 | 1,460 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Diversified Portfolios, Inc. | History | No change | 30,825 | 1,446 | 0.12% | 0.12% | 180 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fairman Group, LLC | History | Reduced | 30,618 | 1,436 | 1.15% | 1.14% | 181 | -586 | -1.88% | Q4 2025 | Feb 13, 2026 |
| Principle Wealth Partners LLC | History | No change | 30,570 | 1,434 | 0.08% | 0.08% | 182 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 30,472 | 1,429 | 0.43% | 0.47% | 183 | -2,164 | -6.63% | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 30,115 | 1,412 | 0.0% | 0.0% | 184 | -1,736 | -5.45% | Q4 2025 | Feb 12, 2026 |
| Detalus Advisors, LLC | History | Added to | 29,832 | 1,399 | 0.34% | 0.35% | 185 | +22 | 0.07% | Q4 2025 | Feb 03, 2026 |
| Diversified Trust Co | History | No change | 29,280 | 1,373 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Empowered Funds, LLC | History | New | 28,124 | 1,319 | 0.02% | — | 187 | +28,124 | New | Q4 2025 | Feb 18, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 26,836 | 1,301 | 0.67% | 0.65% | 188 | +1,224 | 4.78% | Q4 2025 | Jan 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 27,653 | 1,297 | 0.03% | 0.04% | 189 | -10,157 | -26.86% | Q4 2025 | Jan 27, 2026 |
| Cambria Investment Management, L.P. | History | New | 27,354 | 1,283 | 0.07% | — | 190 | +27,354 | New | Q4 2025 | Feb 17, 2026 |
| Colorado Capital Management, Inc. | History | No change | 27,045 | 1,269 | 0.48% | 0.47% | 191 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 26,872 | 1,260 | 0.01% | 0.01% | 192 | +576 | 2.19% | Q4 2025 | Feb 17, 2026 |
| Allen Capital Group, LLC | History | Reduced | 26,738 | 1,254 | 0.11% | 0.12% | 193 | -419 | -1.54% | Q4 2025 | Feb 09, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 26,699 | 1,252 | 0.01% | 0.01% | 194 | +4 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Virtus Family Office LLC | History | Reduced | 26,478 | 1,242 | 1.07% | 1.17% | 195 | -1,238 | -4.47% | Q4 2025 | Feb 03, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 26,150 | 1,226 | 0.06% | 0.06% | 196 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 25,232 | 1,183 | 0.03% | 0.03% | 197 | +1,723 | 7.33% | Q4 2025 | Feb 06, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 25,075 | 1,176 | 0.43% | 0.43% | 198 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 24,432 | 1,175 | 0.17% | 0.18% | 199 | -1,330 | -5.16% | Q4 2025 | Jan 26, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 25,000 | 1,173 | 0.34% | 0.35% | 200 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 24,703 | 1,159 | 0.32% | 0.32% | 201 | -260 | -1.04% | Q4 2025 | Jan 28, 2026 |
| Neuberger Berman Group LLC | History | Added to | 24,638 | 1,156 | 0.0% | 0.0% | 202 | +940 | 3.97% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 24,569 | 1,152 | 0.05% | 0.05% | 203 | +5,674 | 30.03% | Q4 2025 | Feb 05, 2026 |
| Austin Asset Management Co Inc | History | No change | 24,266 | 1,138 | 0.19% | 0.2% | 204 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 23,831 | 1,118 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ancora Advisors LLC | History | No change | 23,680 | 1,111 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 23,500 | 1,102 | 0.0% | 0.0% | 207 | -11,000 | -31.88% | Q4 2025 | Feb 12, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 23,070 | 1,082 | 0.07% | 0.07% | 208 | +1 | 0.0% | Q4 2025 | Feb 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 22,706 | 1,065 | 0.04% | 0.03% | 209 | +10,119 | 80.39% | Q4 2025 | Feb 09, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 22,409 | 1,051 | 0.18% | 0.18% | 210 | +1,191 | 5.61% | Q4 2025 | Jan 07, 2026 |
| Intrua Financial, LLC | History | Added to | 22,085 | 1,036 | 0.11% | 0.1% | 211 | +2,186 | 10.99% | Q4 2025 | Feb 05, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 21,505 | 1,009 | 0.29% | 0.28% | 212 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 21,050 | 987 | 0.0% | 0.0% | 213 | +25 | 0.12% | Q4 2025 | Feb 17, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 20,378 | 956 | 0.1% | 0.1% | 214 | +3 | 0.01% | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 20,359 | 955 | 0.01% | — | 215 | +20,359 | New | Q4 2025 | Feb 17, 2026 |
| Summit Place Financial Advisors, LLC | History | No change | 20,000 | 938 | 0.45% | 0.43% | 216 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| REGIONS FINANCIAL CORP | History | New | 19,840 | 930 | 0.01% | — | 217 | +19,840 | New | Q4 2025 | Jan 27, 2026 |
| Vise Technologies, Inc. | History | Added to | 19,234 | 902 | 0.02% | 0.02% | 218 | +7,659 | 66.17% | Q4 2025 | Feb 11, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 19,217 | 902 | 0.11% | 0.11% | 219 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 19,124 | 897 | 0.1% | 0.12% | 220 | -506 | -2.58% | Q4 2025 | Feb 11, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Reduced | 19,009 | 891 | 0.73% | 0.87% | 221 | -475 | -2.44% | Q4 2025 | Feb 02, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 18,862 | 885 | 0.0% | 0.0% | 222 | -328 | -1.71% | Q4 2025 | Feb 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 18,683 | 876 | 0.03% | 0.03% | 223 | +1 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 18,530 | 869 | 0.15% | 0.13% | 224 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 18,380 | 862 | 0.09% | 0.09% | 225 | -480 | -2.55% | Q4 2025 | Jan 27, 2026 |
| Cooper Financial Group | History | Reduced | 18,175 | 852 | 0.09% | 0.11% | 226 | -2,828 | -13.46% | Q4 2025 | Jan 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 18,056 | 847 | 0.01% | 0.01% | 227 | -1,673 | -8.48% | Q4 2025 | Feb 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 17,987 | 843 | 0.0% | 0.0% | 228 | +231 | 1.3% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | No change | 17,340 | 819 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 16,590 | 778 | 0.53% | 0.52% | 230 | -210 | -1.25% | Q4 2025 | Feb 02, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 16,274 | 763 | 0.01% | 0.02% | 231 | -470 | -2.81% | Q4 2025 | Jan 16, 2026 |
| BROWN ADVISORY INC | History | Added to | 15,757 | 739 | 0.0% | 0.0% | 232 | +581 | 3.83% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 15,762 | 739 | 0.02% | 0.03% | 233 | -426 | -2.63% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Reduced | 15,595 | 736 | 0.08% | 0.08% | 234 | -815 | -4.97% | Q4 2025 | Feb 03, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 15,618 | 732 | 0.63% | 0.63% | 235 | +64 | 0.41% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | New | 15,526 | 728 | 0.02% | — | 236 | +15,526 | New | Q4 2025 | Feb 13, 2026 |
| Evercore Wealth Management, LLC | History | No change | 15,473 | 725 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 15,248 | 715 | 0.13% | 0.19% | 238 | -872 | -5.41% | Q4 2025 | Jan 26, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 15,199 | 713 | 0.06% | 0.06% | 239 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Financial Group LLC | History | No change | 14,234 | 705 | 0.09% | 0.08% | 240 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 15,000 | 703 | 0.08% | 0.08% | 241 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 14,913 | 699 | 0.01% | 0.01% | 242 | +3,661 | 32.54% | Q4 2025 | Feb 02, 2026 |
| GSG Advisors LLC | History | Added to | 14,915 | 699 | 0.18% | 0.18% | 243 | +45 | 0.3% | Q4 2025 | Jan 08, 2026 |
| DAVIDSON TRUST CO | History | Added to | 14,892 | 698 | 0.29% | 0.25% | 244 | +1,729 | 13.14% | Q4 2025 | Jan 27, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 14,440 | 677 | 0.01% | 0.01% | 245 | +1,525 | 11.81% | Q4 2025 | Feb 06, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 14,414 | 676 | 0.1% | 0.11% | 246 | +20 | 0.14% | Q4 2025 | Jan 21, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 14,356 | 673 | 0.16% | 0.19% | 247 | -866 | -5.69% | Q4 2025 | Jan 15, 2026 |
| Firestone Capital Management | History | No change | 14,260 | 669 | 0.14% | 0.14% | 248 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cadence Bank | History | Reduced | 14,206 | 666 | 0.04% | 0.04% | 249 | -361 | -2.48% | Q4 2025 | Jan 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 13,995 | 657 | 0.0% | 0.0% | 250 | -2,545 | -15.39% | Q4 2025 | Feb 10, 2026 |
| Solitude Financial Services | History | No change | 13,805 | 647 | 0.21% | 0.21% | 251 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 13,587 | 637 | 0.03% | — | 252 | +13,587 | New | Q4 2025 | Feb 12, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 13,530 | 634 | 0.27% | 0.31% | 253 | -1,946 | -12.57% | Q4 2025 | Jan 28, 2026 |
| BlackRock, Inc. | History | Added to | 13,475 | 632 | 0.0% | 0.0% | 254 | +470 | 3.61% | Q4 2025 | Feb 12, 2026 |
| M Holdings Securities, Inc. | History | New | 13,448 | 631 | 0.05% | — | 255 | +13,448 | New | Q4 2025 | Feb 11, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 13,408 | 629 | 0.07% | 0.06% | 256 | +2,322 | 20.95% | Q4 2025 | Feb 04, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 13,243 | 621 | 0.06% | 0.09% | 257 | -133 | -0.99% | Q4 2025 | Feb 05, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 13,131 | 616 | 0.0% | 0.0% | 258 | -769 | -5.53% | Q4 2025 | Feb 12, 2026 |
| GM Advisory Group, LLC | History | No change | 13,126 | 615 | 0.02% | 0.03% | 259 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 13,041 | 611 | 0.03% | 0.03% | 260 | -110 | -0.84% | Q4 2025 | Jan 20, 2026 |
| Sovran Advisors, LLC | History | Added to | 12,542 | 610 | 0.05% | 0.05% | 261 | +2 | 0.02% | Q4 2025 | Jan 20, 2026 |
| WEST BANCORPORATION INC | History | Reduced | 12,942 | 607 | 0.32% | 0.35% | 262 | -1,140 | -8.1% | Q4 2025 | Jan 29, 2026 |
| Trust Co of the South | History | No change | 12,650 | 593 | 0.1% | 0.09% | 263 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 12,574 | 589 | 0.02% | 0.02% | 264 | -1,323 | -9.52% | Q4 2025 | Feb 11, 2026 |
| Essex Bank | History | Added to | 12,389 | 581 | 0.13% | 0.09% | 265 | +3,164 | 34.3% | Q4 2025 | Feb 02, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 12,271 | 575 | 0.34% | 0.33% | 266 | -105 | -0.85% | Q4 2025 | Jan 22, 2026 |
| VestGen Advisors, LLC | History | New | 12,148 | 569 | 0.02% | — | 267 | +12,148 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 12,086 | 567 | 0.01% | 0.01% | 268 | +1,951 | 19.25% | Q4 2025 | Jan 13, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 12,047 | 565 | 0.02% | — | 269 | +12,047 | New | Q4 2025 | Feb 17, 2026 |
| Choate Investment Advisors | History | No change | 12,000 | 563 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 11,991 | 562 | 0.01% | 0.01% | 271 | +1 | 0.01% | Q4 2025 | Feb 09, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 11,955 | 560 | 0.03% | 0.04% | 272 | +3,080 | 34.7% | Q4 2025 | Jan 29, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 11,846 | 555 | 0.37% | 0.39% | 273 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 11,623 | 545 | 0.06% | 0.06% | 274 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 11,437 | 536 | 0.04% | 0.05% | 275 | -2,154 | -15.85% | Q4 2025 | Jan 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 11,304 | 530 | 0.07% | 0.07% | 276 | +1,200 | 11.88% | Q4 2025 | Jan 23, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 11,294 | 529 | 0.02% | 0.03% | 277 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 10,783 | 522 | 0.01% | 0.01% | 278 | +3 | 0.03% | Q4 2025 | Jan 28, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 11,102 | 521 | 0.03% | 0.03% | 279 | -323 | -2.83% | Q4 2025 | Jan 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 11,097 | 520 | 0.0% | 0.0% | 280 | +1,503 | 15.67% | Q4 2025 | Feb 13, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 11,063 | 519 | 0.03% | 0.04% | 281 | -555 | -4.78% | Q4 2025 | Jan 28, 2026 |
| &PARTNERS | History | Added to | 11,053 | 518 | 0.0% | 0.0% | 282 | +412 | 3.87% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | No change | 11,049 | 518 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| LJI Wealth Management, LLC | History | New | 11,000 | 516 | 0.08% | — | 284 | +11,000 | New | Q4 2025 | Feb 03, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 10,913 | 512 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 10,898 | 511 | 0.01% | 0.01% | 286 | -19,405 | -64.04% | Q4 2025 | Feb 13, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 10,866 | 509 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Morling Financial Advisors, LLC | History | No change | 10,820 | 507 | 0.16% | 0.16% | 288 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RIA Advisory Group LLC | History | Added to | 10,669 | 500 | 0.12% | 0.12% | 289 | +31 | 0.29% | Q4 2025 | Feb 02, 2026 |
| Maridea Wealth Management LLC | History | Added to | 10,473 | 491 | 0.07% | 0.07% | 290 | +152 | 1.47% | Q4 2025 | Jan 08, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 10,399 | 487 | 0.13% | 0.13% | 291 | +22 | 0.21% | Q4 2025 | Jan 07, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 10,301 | 483 | 0.03% | 0.03% | 292 | +956 | 10.23% | Q4 2025 | Feb 03, 2026 |
| CRA Financial Services, LLC | History | No change | 10,209 | 479 | 0.06% | 0.06% | 293 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 10,161 | 476 | 0.01% | 0.01% | 294 | +3,020 | 42.29% | Q4 2025 | Feb 11, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 10,095 | 473 | 0.07% | 0.1% | 295 | +38 | 0.38% | Q4 2025 | Feb 03, 2026 |
| Beckerman Institutional, LLC | History | No change | 10,036 | 470 | 0.26% | 0.27% | 296 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TRUEFG, LLC | History | No change | 10,016 | 469 | 0.13% | 0.12% | 297 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 9,931 | 465 | 0.29% | 0.32% | 298 | -280 | -2.74% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 9,860 | 462 | 0.0% | 0.0% | 299 | +383 | 4.04% | Q4 2025 | Feb 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 9,834 | 461 | 0.02% | 0.02% | 300 | +36 | 0.37% | Q4 2025 | Jan 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 9,776 | 458 | 0.01% | 0.01% | 301 | +4 | 0.04% | Q4 2025 | Feb 05, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 9,628 | 451 | 0.0% | 0.0% | 302 | -43 | -0.44% | Q4 2025 | Jan 13, 2026 |
| Trailhead Planners LLC | History | New | 9,550 | 448 | 0.44% | — | 303 | +9,550 | New | Q4 2025 | Feb 12, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 9,536 | 447 | 0.04% | 0.04% | 304 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Spire Wealth Management | History | Added to | 9,499 | 445 | 0.01% | 0.01% | 305 | +9 | 0.09% | Q4 2025 | Jan 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 9,360 | 438 | 0.0% | 0.0% | 306 | +512 | 5.79% | Q4 2025 | Feb 12, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 9,308 | 436 | 0.03% | 0.03% | 307 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Welch Group, LLC | History | No change | 9,294 | 436 | 0.02% | 0.02% | 308 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 9,250 | 434 | 0.02% | 0.02% | 309 | -512 | -5.24% | Q4 2025 | Feb 17, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 9,224 | 432 | 0.18% | 0.19% | 310 | +37 | 0.4% | Q4 2025 | Jan 26, 2026 |
| Plancorp, LLC | History | No change | 9,168 | 430 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | No change | 9,123 | 428 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Roundview Capital LLC | History | Reduced | 9,115 | 427 | 0.03% | 0.03% | 313 | -100 | -1.09% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 8,998 | 422 | 0.02% | 0.02% | 314 | +1,500 | 20.01% | Q4 2025 | Feb 10, 2026 |
| Glassman Wealth Services | History | No change | 8,898 | 417 | 0.06% | 0.06% | 315 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Blue Fin Capital, Inc. | History | Reduced | 8,883 | 416 | 0.06% | 0.06% | 316 | -132 | -1.46% | Q4 2025 | Jan 23, 2026 |
| Syverson Strege & Co | History | Added to | 8,791 | 412 | 0.1% | 0.1% | 318 | +8 | 0.09% | Q4 2025 | Feb 09, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 8,800 | 412 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Advisory Services Network, LLC | History | No change | 8,658 | 406 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 8,565 | 401 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NWK Group, Inc. | History | No change | 8,500 | 398 | 0.14% | 0.13% | 321 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 8,436 | 395 | 0.12% | — | 322 | +8,436 | New | Q4 2025 | Jan 08, 2026 |
| Intellus Advisors LLC | History | No change | 8,400 | 394 | 0.05% | 0.05% | 323 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Haverford Trust Co | History | New | 8,391 | 393 | 0.0% | — | 324 | +8,391 | New | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,380 | 393 | 0.0% | 0.0% | 325 | +299 | 3.7% | Q4 2025 | Jan 29, 2026 |
| Claro Advisors Inc. | History | No change | 8,210 | 385 | 0.05% | 0.05% | 326 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Opus Financial Solutions LLC | History | New | 8,100 | 380 | 0.36% | — | 327 | +8,100 | New | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Added to | 8,055 | 377 | 0.0% | 0.0% | 328 | +32 | 0.4% | Q4 2025 | Feb 10, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | No change | 8,002 | 375 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 7,995 | 375 | 0.11% | 0.11% | 330 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 7,843 | 367 | 0.25% | 0.25% | 331 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 7,810 | 366 | 0.0% | 0.0% | 332 | +2,653 | 51.44% | Q4 2025 | Feb 12, 2026 |
| Obermeyer Wealth Partners | History | No change | 7,740 | 363 | 0.02% | 0.02% | 333 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 7,721 | 362 | 0.01% | 0.01% | 334 | +746 | 10.7% | Q4 2025 | Feb 06, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 7,634 | 358 | 0.06% | 0.06% | 335 | +30 | 0.39% | Q4 2025 | Jan 20, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 7,575 | 355 | 0.0% | 0.0% | 336 | +570 | 8.14% | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Added to | 7,541 | 353 | 0.0% | 0.0% | 337 | +573 | 8.22% | Q4 2025 | Jan 15, 2026 |
| Curated Wealth Partners LLC | History | No change | 7,500 | 351 | 0.04% | 0.04% | 338 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| NOVEM GROUP | History | Reduced | 7,418 | 348 | 0.04% | 0.04% | 339 | -706 | -8.69% | Q4 2025 | Jan 27, 2026 |
| Global Assets Advisory, LLC | History | No change | 7,350 | 344 | 0.1% | 0.1% | 340 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Leo Wealth, LLC | History | New | 7,330 | 343 | 0.02% | — | 341 | +7,330 | New | Q4 2025 | Jan 21, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 7,328 | 343 | 0.22% | 0.2% | 342 | +484 | 7.07% | Q4 2025 | Feb 11, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 7,294 | 342 | 0.05% | 0.04% | 343 | +4 | 0.05% | Q4 2025 | Feb 11, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 7,155 | 335 | 0.02% | 0.02% | 344 | +540 | 8.16% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 7,139 | 334 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Clarity Wealth Advisors, LLC | History | New | 6,984 | 327 | 0.07% | — | 347 | +6,984 | New | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 6,988 | 327 | 0.03% | 0.04% | 346 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Trek Financial, LLC | History | No change | 6,962 | 326 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 6,515 | 325 | 0.05% | 0.05% | 349 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 6,889 | 323 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Paragon Capital Management Ltd | History | No change | 6,880 | 322 | 0.06% | 0.06% | 351 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Soundwatch Capital LLC | History | New | 6,855 | 321 | 0.05% | — | 352 | +6,855 | New | Q4 2025 | Feb 10, 2026 |
| Busey Bank | History | No change | 6,792 | 318 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Traction Financial Partners, LLC | History | No change | 6,755 | 316 | 0.19% | 0.19% | 354 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 6,718 | 315 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FineMark National Bank & Trust | History | Reduced | 6,687 | 313 | 0.01% | 0.01% | 356 | -743 | -10.0% | Q4 2025 | Feb 12, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 6,685 | 313 | 0.25% | 0.24% | 357 | +10 | 0.15% | Q4 2025 | Jan 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 6,595 | 309 | 0.01% | 0.01% | 358 | -855 | -11.48% | Q4 2025 | Feb 09, 2026 |
| Carnegie Investment Counsel | History | Added to | 6,531 | 306 | 0.01% | 0.0% | 359 | +1,650 | 33.8% | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 6,515 | 305 | 0.0% | 0.0% | 360 | -133 | -2.0% | Q4 2025 | Feb 02, 2026 |
| Financial Alternatives, Inc | History | Reduced | 6,482 | 304 | 0.18% | 0.19% | 361 | -427 | -6.18% | Q4 2025 | Feb 04, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 6,400 | 300 | 0.05% | — | 362 | +6,400 | New | Q4 2025 | Feb 18, 2026 |
| MBA Advisors LLC | History | Reduced | 6,360 | 298 | 0.12% | 0.12% | 363 | -100 | -1.55% | Q4 2025 | Jan 21, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 6,316 | 296 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| STEPH & CO | History | Reduced | 6,273 | 294 | 0.08% | 0.11% | 365 | -1,872 | -22.98% | Q4 2025 | Jan 23, 2026 |
| HRT FINANCIAL LP | History | Reduced | 6,208 | 291 | 0.0% | 0.0% | 366 | -1,091 | -14.95% | Q4 2025 | Feb 12, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 6,212 | 291 | 0.07% | 0.07% | 367 | +7 | 0.11% | Q4 2025 | Jan 21, 2026 |
| HBK Sorce Advisory LLC | History | New | 5,800 | 290 | 0.01% | — | 368 | +5,800 | New | Q4 2025 | Feb 09, 2026 |
| GTS SECURITIES LLC | History | Reduced | 6,108 | 286 | 0.01% | 0.01% | 369 | -400 | -6.15% | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 6,116 | 286 | 0.02% | 0.02% | 370 | +16 | 0.26% | Q4 2025 | Feb 18, 2026 |
| PKS Advisory Services, LLC | History | No change | 6,035 | 283 | 0.06% | 0.06% | 371 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 6,000 | 281 | 0.03% | 0.03% | 372 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HCR Wealth Advisors | History | No change | 6,000 | 281 | 0.03% | 0.03% | 373 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Genesis Wealth Advisors, LLC | History | No change | 5,940 | 278 | 0.19% | 0.19% | 374 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tidemark, LLC | History | Added to | 5,900 | 276 | 0.08% | 0.07% | 375 | +915 | 18.36% | Q4 2025 | Feb 10, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 5,823 | 273 | 0.05% | 0.0% | 376 | +190 | 3.37% | Q4 2025 | Mar 04, 2026 |
| Laurel Wealth Planning LLC | History | No change | 5,811 | 272 | 0.15% | 0.14% | 377 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 5,723 | 268 | 0.0% | 0.0% | 378 | +5,691 | 17784.38% | Q4 2025 | Feb 17, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 5,650 | 265 | 0.02% | 0.02% | 379 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Forum Private Client Group LLC | History | Reduced | 5,647 | 264 | 0.09% | 0.11% | 381 | -1,204 | -17.57% | Q4 2025 | Feb 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 5,630 | 264 | 0.0% | 0.0% | 380 | +670 | 13.51% | Q4 2025 | Feb 05, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 5,593 | 262 | 0.05% | 0.05% | 383 | +55 | 0.99% | Q4 2025 | Jan 14, 2026 |
| VANGUARD GROUP INC | History | No change | 5,593 | 262 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RVW Wealth, LLC | History | No change | 5,598 | 262 | 0.02% | 0.02% | 384 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Breakwater Investment Management | History | No change | 5,600 | 262 | 0.09% | 0.09% | 385 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EQ WEALTH ADVISORS, LLC | History | No change | 5,529 | 259 | 0.15% | 0.16% | 386 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 5,513 | 258 | 0.08% | 0.08% | 388 | +22 | 0.4% | Q4 2025 | Feb 05, 2026 |
| First Long Island Investors, LLC | History | No change | 5,500 | 258 | 0.02% | 0.02% | 387 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 5,293 | 256 | 0.01% | 0.01% | 389 | -341 | -6.05% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Added to | 5,390 | 252 | 0.0% | 0.0% | 390 | +442 | 8.93% | Q4 2025 | Jan 26, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 5,335 | 250 | 0.07% | 0.07% | 391 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hara Capital LLC | History | No change | 5,310 | 249 | 0.14% | 0.14% | 392 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| DECISION INVESTMENTS, INC | History | New | 5,280 | 247 | 0.27% | — | 393 | +5,280 | New | Q4 2025 | Feb 17, 2026 |
| Midwest Financial Group LLC | History | No change | 5,256 | 246 | 0.11% | 0.11% | 394 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Fermata Advisors, LLC | History | New | 5,217 | 244 | 0.06% | — | 395 | +5,217 | New | Q4 2025 | Jan 08, 2026 |
| Insight Inv LLC | History | No change | 5,205 | 244 | 0.14% | 0.14% | 396 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Geometric Wealth Advisors | History | No change | 5,180 | 243 | 0.03% | 0.03% | 397 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SYON CAPITAL LLC | History | No change | 5,178 | 242 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 5,080 | 238 | 0.08% | 0.09% | 399 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | Added to | 5,057 | 237 | 0.01% | 0.01% | 400 | +14 | 0.28% | Q4 2025 | Feb 11, 2026 |
| M&T BANK CORP | History | No change | 5,045 | 236 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 5,010 | 235 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CapWealth Advisors, LLC | History | No change | 5,000 | 234 | 0.02% | 0.02% | 403 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 4,958 | 232 | 0.01% | 0.01% | 404 | -596 | -10.73% | Q4 2025 | Feb 02, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 4,903 | 230 | 0.0% | — | 405 | +4,903 | New | Q4 2025 | Feb 17, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | New | 4,883 | 229 | 0.01% | — | 406 | +4,883 | New | Q4 2025 | Jan 21, 2026 |
| Csenge Advisory Group | History | Added to | 4,886 | 229 | 0.01% | 0.01% | 407 | +18 | 0.37% | Q4 2025 | Feb 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 4,890 | 229 | 0.05% | 0.05% | 408 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WESBANCO BANK INC | History | No change | 4,860 | 228 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Visionary Wealth Advisors | History | No change | 4,860 | 228 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,851 | 227 | 0.0% | 0.0% | 411 | +4,211 | 657.97% | Q4 2025 | Feb 06, 2026 |
| Advisors Capital Management, LLC | History | New | 4,790 | 224 | 0.0% | — | 412 | +4,790 | New | Q4 2025 | Jan 29, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 4,745 | 222 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Iowa State Bank | History | No change | 4,750 | 222 | 0.04% | 0.04% | 414 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Armor Investment Advisors, LLC | History | No change | 4,750 | 222 | 0.08% | 0.07% | 415 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 4,715 | 221 | 0.07% | 0.07% | 416 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 4,725 | 221 | 0.07% | 0.07% | 417 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 4,500 | 218 | 0.24% | — | 420 | +4,500 | New | Q4 2025 | Mar 02, 2026 |
| NBC SECURITIES, INC. | History | No change | 4,665 | 218 | 0.02% | 0.02% | 418 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 4,660 | 218 | 0.02% | 0.02% | 419 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| NorthRock Partners, LLC | History | New | 4,631 | 217 | 0.0% | — | 421 | +4,631 | New | Q4 2025 | Feb 17, 2026 |
| Allegheny Financial Group | History | Added to | 4,635 | 217 | 0.03% | 0.04% | 423 | +19 | 0.41% | Q4 2025 | Feb 02, 2026 |
| New Republic Capital, LLC | History | Added to | 4,639 | 217 | 0.06% | 0.06% | 424 | +16 | 0.35% | Q4 2025 | Feb 10, 2026 |
| Crewe Advisors LLC | History | No change | 4,640 | 217 | 0.02% | 0.02% | 422 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Park Place Capital Corp | History | Added to | 4,620 | 216 | 0.04% | 0.04% | 425 | +18 | 0.39% | Q4 2025 | Jan 09, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 4,580 | 214 | 0.0% | — | 426 | +4,580 | New | Q4 2025 | Jan 15, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 4,572 | 214 | 0.02% | 0.02% | 427 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Center For Asset Management LLC | History | No change | 4,540 | 213 | 0.11% | 0.11% | 428 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WEBSTER BANK, N. A. | History | No change | 4,526 | 212 | 0.02% | 0.02% | 429 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Keel Point, LLC | History | No change | 4,503 | 211 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Heritage Investment Group, Inc. | History | No change | 4,466 | 209 | 0.03% | 0.03% | 431 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Prairiewood Capital, LLC | History | Reduced | 4,436 | 208 | 0.06% | 0.07% | 432 | -178 | -3.86% | Q4 2025 | Jan 26, 2026 |
| GenTrust, LLC | History | No change | 4,425 | 207 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GS Investments, Inc. | History | No change | 4,425 | 207 | 0.11% | 0.1% | 434 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Third View Private Wealth, LLC | History | New | 4,379 | 205 | 0.03% | — | 436 | +4,379 | New | Q4 2025 | Jan 23, 2026 |
| Pacific Center for Financial Services | History | No change | 4,553 | 205 | 0.05% | 0.05% | 435 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 4,356 | 204 | 0.01% | 0.01% | 437 | -219 | -4.79% | Q4 2025 | Feb 03, 2026 |
| Savvy Advisors, Inc. | History | New | 4,322 | 202 | 0.01% | — | 438 | +4,322 | New | Q4 2025 | Jan 20, 2026 |
| Focus Financial Network, Inc. | History | New | 4,318 | 202 | 0.01% | — | 439 | +4,318 | New | Q4 2025 | Jan 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 4,205 | 197 | 0.0% | 0.0% | 440 | -1,351 | -24.32% | Q4 2025 | Feb 11, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 4,110 | 192 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Milestone Investment Advisors LLC | History | No change | 4,000 | 187 | 0.05% | 0.04% | 442 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ankerstar Wealth, LLC | History | New | 3,895 | 182 | 0.18% | — | 443 | +3,895 | New | Q4 2025 | Feb 12, 2026 |
| Planning Project LLC | History | New | 3,689 | 173 | 0.04% | — | 444 | +3,689 | New | Q4 2025 | Feb 12, 2026 |
| Lavaca Capital LLC | History | New | 3,508 | 164 | 0.03% | — | 445 | +3,508 | New | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,475 | 163 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Johnson Financial Group, Inc. | History | No change | 3,475 | 163 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Key Capital Management, INC | History | New | 3,289 | 154 | 0.15% | — | 448 | +3,289 | New | Q4 2025 | Jan 26, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,243 | 152 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 3,182 | 149 | 0.01% | — | 452 | +3,182 | New | Q4 2025 | Jan 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 3,181 | 149 | 0.0% | — | 450 | +3,181 | New | Q4 2025 | Feb 13, 2026 |
| Balentine LLC | History | No change | 3,186 | 149 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 3,000 | 140 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,923 | 138 | 0.01% | 0.01% | 454 | -1,173 | -28.64% | Q4 2025 | Feb 13, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 2,894 | 135 | 0.05% | 0.04% | 455 | +1 | 0.03% | Q4 2025 | Jan 28, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 2,851 | 133 | 0.01% | 0.0% | 456 | +413 | 16.94% | Q4 2025 | Jan 27, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 2,822 | 132 | 0.02% | 0.02% | 457 | +11 | 0.39% | Q4 2025 | Jan 20, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 2,821 | 132 | 0.03% | 0.03% | 458 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,776 | 130 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 2,685 | 125 | 0.02% | 0.01% | 461 | +1,525 | 131.47% | Q4 2025 | Jan 21, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 2,674 | 125 | 0.01% | 0.01% | 460 | +11 | 0.41% | Q4 2025 | Feb 10, 2026 |
| Hoese & Co LLP | History | No change | 2,570 | 120 | 0.09% | 0.09% | 462 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Dunhill Financial, LLC | History | No change | 2,525 | 118 | 0.03% | 0.03% | 463 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 2,500 | 117 | 0.0% | 0.0% | 464 | -70 | -2.72% | Q4 2025 | Feb 06, 2026 |
| Provident Wealth Management, LLC | History | No change | 2,379 | 111 | 0.03% | 0.03% | 465 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Archer Investment Corp | History | No change | 2,369 | 111 | 0.03% | 0.02% | 466 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,326 | 109 | 0.01% | 0.0% | 467 | +1,994 | 600.6% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,317 | 108 | 0.01% | 0.01% | 468 | +9 | 0.39% | Q4 2025 | Jan 20, 2026 |
| Oakworth Capital, Inc. | History | No change | 2,223 | 104 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 2,177 | 102 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,083 | 97 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,053 | 96 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2,020 | 94 | 0.0% | 0.01% | 473 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 2,000 | 93 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,935 | 90 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Blume Capital Management, Inc. | History | No change | 1,836 | 86 | 0.02% | 0.02% | 476 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Signature Equity Partners, LLC | History | New | 1,775 | 83 | 0.05% | — | 477 | +1,775 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,754 | 82 | 0.01% | 0.04% | 478 | -7,161 | -80.33% | Q4 2025 | Jan 26, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,695 | 79 | 0.03% | 0.03% | 479 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Arlington Trust Co LLC | History | No change | 1,550 | 72 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Providence Capital Advisors, LLC | History | No change | 1,500 | 70 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Coston, McIsaac & Partners | History | No change | 1,475 | 69 | 0.02% | 0.02% | 482 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Legacy Bridge, LLC | History | No change | 1,450 | 68 | 0.03% | 0.03% | 483 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Triumph Capital Management | History | New | 1,427 | 66 | 0.01% | — | 484 | +1,427 | New | Q4 2025 | Feb 12, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 1,422 | 66 | 0.03% | 0.04% | 485 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 1,343 | 63 | 0.03% | 0.05% | 486 | -1,186 | -46.9% | Q4 2025 | Feb 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 1,310 | 61 | 0.04% | 0.04% | 487 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,258 | 59 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,265 | 59 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1,250 | 58 | 0.03% | 0.03% | 491 | -75 | -5.66% | Q4 2025 | Jan 05, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,255 | 58 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 1,225 | 57 | 0.02% | 0.03% | 492 | -150 | -10.91% | Q4 2025 | Jan 30, 2026 |
| Smithfield Trust Co | History | No change | 1,205 | 56 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| UMB Bank, n.a. | History | No change | 1,168 | 54 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TSFG, LLC | History | No change | 1,115 | 52 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| High Point Wealth Management, LLC | History | New | 1,060 | 49 | 0.05% | — | 497 | +1,060 | New | Q4 2025 | Jan 29, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,050 | 49 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Activest Wealth Management | History | New | 1,039 | 48 | 0.01% | — | 498 | +1,039 | New | Q4 2025 | Jan 30, 2026 |
| Camelot Portfolios, LLC | History | New | 1,000 | 46 | 0.03% | — | 499 | +1,000 | New | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 982 | 46 | 0.0% | 0.0% | 500 | +147 | 17.6% | Q4 2025 | Feb 17, 2026 |
| Cetera Trust Company, N.A | History | No change | 1,000 | 46 | 0.02% | 0.03% | 501 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 960 | 45 | 0.02% | 0.02% | 502 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Osbon Capital Management LLC | History | New | 945 | 44 | 0.04% | — | 503 | +945 | New | Q4 2025 | Mar 16, 2026 |
| HOWE & RUSLING INC | History | Added to | 916 | 42 | 0.0% | 0.0% | 504 | +460 | 100.88% | Q4 2025 | Feb 17, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 878 | 41 | 0.01% | 0.0% | 505 | +747 | 570.23% | Q4 2025 | Jan 20, 2026 |
| Geneos Wealth Management Inc. | History | No change | 777 | 36 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Missouri Trust & Investment Co | History | No change | 750 | 35 | 0.01% | 0.01% | 507 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lodestone Wealth Management LLC | History | New | 725 | 34 | 0.01% | — | 508 | +725 | New | Q4 2025 | Jan 15, 2026 |
| MCF Advisors LLC | History | Added to | 702 | 32 | 0.0% | 0.0% | 509 | +300 | 74.63% | Q4 2025 | Feb 11, 2026 |
| Luminist Capital LLC | History | No change | 650 | 30 | 0.04% | 0.03% | 510 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 545 | 25 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 530 | 24 | 0.01% | 0.01% | 512 | +2 | 0.38% | Q4 2025 | Feb 04, 2026 |
| Avion Wealth | History | No change | 498 | 23 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 452 | 21 | 0.0% | 0.0% | 516 | -556 | -55.16% | Q4 2025 | Jan 21, 2026 |
| GODSEY & GIBB, INC | History | No change | 465 | 21 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 460 | 21 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 443 | 20 | 0.0% | — | 517 | +443 | New | Q4 2025 | Feb 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 445 | 20 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 404 | 19 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 381 | 17 | 0.02% | — | 520 | +381 | New | Q4 2025 | Feb 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 370 | 17 | 0.0% | — | 521 | +370 | New | Q4 2025 | Jan 30, 2026 |
| Perkins Coie Trust Co | History | No change | 350 | 16 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Fortis Group Advisors, LLC | History | No change | 360 | 16 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fairway Wealth LLC | History | No change | 345 | 16 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Private Wealth Management Group, LLC | History | No change | 328 | 15 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rossby Financial, LCC | History | No change | 325 | 15 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 300 | 14 | 0.01% | — | 527 | +300 | New | Q4 2025 | Jan 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 290 | 13 | 0.0% | — | 528 | +290 | New | Q4 2025 | Feb 03, 2026 |
| Abound Wealth Management | History | New | 276 | 12 | 0.0% | — | 529 | +276 | New | Q4 2025 | Jan 12, 2026 |
| LRI Investments, LLC | History | No change | 250 | 11 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 225 | 10 | 0.0% | — | 532 | +225 | New | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | No change | 220 | 10 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 213 | 9 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Reduced | 174 | 8 | 0.0% | 0.0% | 534 | -1,299 | -88.19% | Q4 2025 | Feb 05, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 175 | 8 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 190 | 8 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 157 | 7 | 0.0% | 0.02% | 539 | -545 | -77.64% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 155 | 7 | 0.0% | 0.0% | 537 | +1 | 0.65% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Reduced | 155 | 7 | 0.0% | 0.0% | 538 | -1 | -0.64% | Q4 2025 | Feb 02, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 112 | 5 | 0.0% | 0.0% | 540 | -126 | -52.94% | Q4 2025 | Jan 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 86 | 4 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 55 | 2 | 0.0% | 0.02% | 542 | -13,572 | -99.6% | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EPG Wealth Management LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ORG Partners LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 38 | 1 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -1,284,595 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.91% | — | -66,111 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.11% | — | -52,130 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -51,610 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,049 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -23,291 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,559 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,188 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,237 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CITIGROUP INC | History | Reduced | 1 | 0 | — | 0.0% | — | -9,102 | -99.99% | Q4 2025 | Feb 13, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.01% | — | -8,700 | -100.0% | Q3 2025 | Oct 17, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,065 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,396 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,588 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Old Port Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -4,550 | -100.0% | Q3 2025 | Oct 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,822 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,578 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,573 | -100.0% | Q3 2025 | Oct 30, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,100 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,145 | -100.0% | Q3 2025 | Nov 17, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,108 | -100.0% | Q3 2025 | Oct 21, 2025 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,050 | -100.0% | Q3 2025 | Oct 29, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,001 | -100.0% | Q3 2025 | Oct 09, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -770 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -510 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Clearstead Trust, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -490 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -306 | -100.0% | Q3 2025 | Nov 06, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 10, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |