INVESCO QQQ TRUST, SERIES 1 - QQQ
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.
Details.
Showing first 2,000 of
4,032 rows for faster page load.
Safety cap is enabled for server stability (2,000 max rows).
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Added to | 71,953,639 | 44,201,839 | 6.68% | 5.06% | 1 | +16,600,857 | 29.99% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 69,809,151 | 42,884,459 | 4.94% | 4.16% | 2 | +9,199,976 | 15.18% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 59,067,322 | 36,285,646 | 5.45% | 6.58% | 3 | -12,978,811 | -18.01% | Q4 2025 | Feb 17, 2026 |
| CTC LLC | History | Added to | 532,569 | 32,716,246 | 15.97% | 15.44% | 4 | +18,620 | 3.62% | Q4 2025 | Feb 18, 2026 |
| BARCLAYS PLC | History | Reduced | 31,944,295 | 19,623,699 | 4.71% | 4.68% | 5 | -3,978,282 | -11.07% | Q4 2025 | Feb 13, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | Reduced | 23,548,677 | 14,466,187 | 22.91% | 23.39% | 6 | -2,934,900 | -11.08% | Q4 2025 | Feb 17, 2026 |
| Rokos Capital Management LLP | History | Added to | 22,072,056 | 13,556,767 | 52.83% | 41.17% | 7 | +6,113,154 | 38.31% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 19,547,552 | 12,008,256 | 0.87% | 2.07% | 8 | -31,315,745 | -61.57% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 18,563,485 | 11,403,733 | 2.08% | 2.53% | 9 | -3,604,008 | -16.26% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 17,765,171 | 10,913,322 | 1.34% | 2.28% | 10 | -13,302,288 | -42.82% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Reduced | 16,041,841 | 9,854,664 | 0.59% | 0.89% | 11 | -8,516,396 | -34.68% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,098,442 | 8,441,136 | 3.82% | 3.13% | 12 | -124,473 | -10.18% | Q4 2025 | Feb 10, 2026 |
| Belvedere Trading LLC | History | Reduced | 13,444,055 | 8,258,817 | 8.87% | 10.72% | 13 | -2,070,683 | -13.35% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 12,971,710 | 7,968,651 | 3.35% | 3.69% | 14 | -1,421,147 | -9.87% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 11,625,431 | 7,141,619 | 1.16% | — | 15 | +11,625,431 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 11,508,554 | 7,069,819 | 1.15% | 1.8% | 16 | -7,638,886 | -39.9% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 10,772,687 | 6,617,769 | 1.81% | 1.87% | 17 | +103,844 | 0.97% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 10,647,804 | 6,541,052 | 2.89% | 2.88% | 18 | -110,436 | -1.03% | Q4 2025 | Feb 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 7,433,672 | 4,566,579 | 8.94% | 2.96% | 19 | +4,782,864 | 180.43% | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 6,998,272 | 4,299,108 | 7.96% | 21709.17% | 20 | -790,158 | -10.15% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 6,884,900 | 4,229,462 | 8.34% | 9.73% | 21 | -3,799,984 | -35.56% | Q4 2025 | Feb 17, 2026 |
| Castle Hook Partners LP | History | Added to | 6,383,200 | 3,921,263 | 16.29% | 6.83% | 22 | +4,137,100 | 184.19% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | Reduced | 5,184,203 | 3,184,707 | 5.92% | 10.66% | 23 | -6,940,990 | -57.24% | Q4 2025 | Mar 12, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 5,153,500 | 3,165,846 | 4.21% | 6.76% | 24 | -2,114,600 | -29.09% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 4,940,878 | 3,035,230 | 9.31% | 9.78% | 25 | +599,832 | 13.82% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,394,714 | 2,699,336 | 0.61% | 0.59% | 26 | +101,213 | 2.36% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 4,172,300 | 2,563,085 | 3.25% | 4.81% | 27 | -2,143,440 | -33.94% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,963,837 | 2,429,194 | 0.76% | 0.76% | 28 | +23,167 | 0.59% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,615,492 | 2,221,033 | 0.14% | 0.15% | 29 | -423,815 | -10.49% | Q4 2025 | Feb 11, 2026 |
| Atreides Management, LP | History | Added to | 3,500,000 | 2,150,085 | 26.27% | 23.38% | 30 | +1,500,000 | 75.0% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Reduced | 3,147,300 | 1,933,417 | 2.06% | 2.36% | 31 | -773,100 | -19.72% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,091,292 | 1,899,012 | 1.2% | 1.27% | 32 | -80,718 | -2.54% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,036,463 | 1,865,329 | 1.02% | 1.12% | 33 | -34,558 | -1.13% | Q4 2025 | Feb 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 3,025,000 | 1,858,287 | 3.11% | 2.71% | 34 | +534,000 | 21.44% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,945,721 | 1,809,583 | 0.54% | 0.52% | 35 | -40,605 | -1.36% | Q4 2025 | Feb 10, 2026 |
| Owl Creek Asset Management, L.P. | History | Added to | 2,557,200 | 1,570,913 | 47.41% | 13.16% | 36 | +1,867,200 | 270.61% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 2,546,238 | 1,564,179 | 1.75% | 1.85% | 37 | +701,038 | 37.99% | Q4 2025 | Feb 17, 2026 |
| Elliott Investment Management L.P. | History | Reduced | 2,500,000 | 1,535,775 | 6.8% | 8.59% | 38 | -750,000 | -23.08% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 2,239,278 | 1,368,806 | 1.5% | 1.54% | 39 | +13,433 | 0.6% | Q4 2025 | Feb 17, 2026 |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd | History | No change | 2,200,000 | 1,351,482 | 65.15% | 68.27% | 40 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Added to | 2,088,404 | 1,282,927 | 1.83% | 0.84% | 41 | +1,165,804 | 126.36% | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 1,271,636 | 1,271,636 | 0.74% | — | 42 | +1,271,636 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 2,069,461 | 1,271,291 | 0.02% | 0.01% | 43 | +1,277,079 | 161.17% | Q4 2025 | Feb 12, 2026 |
| Glenorchy Capital Ltd | History | Added to | 2,038,700 | 1,252,393 | 75.95% | 42.82% | 44 | +1,553,700 | 320.35% | Q4 2025 | Jan 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,985,531 | 1,219,731 | 1.63% | 1.77% | 45 | -286,790 | -12.62% | Q4 2025 | Feb 12, 2026 |
| ExodusPoint Capital Management, LP | History | New | 1,888,000 | 1,159,552 | 9.09% | — | 46 | +1,888,000 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,847,004 | 1,135,729 | 1.66% | 1.45% | 47 | +72,309 | 4.07% | Q4 2025 | Feb 17, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 1,759,000 | 1,080,571 | 7.92% | 8.01% | 48 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 1,750,079 | 1,075,091 | 31.35% | 19.37% | 49 | +712,026 | 68.59% | Q4 2025 | Jan 20, 2026 |
| Select Equity Group, L.P. | History | New | 1,720,000 | 1,056,613 | 4.55% | — | 50 | +1,720,000 | New | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 1,545,273 | 949,276 | 2.16% | 2.73% | 51 | -170,847 | -9.96% | Q4 2025 | Feb 17, 2026 |
| CastleKnight Management LP | History | Added to | 1,545,000 | 949,108 | 21.02% | 13.6% | 52 | +395,000 | 34.35% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 1,541,026 | 946,667 | 2.99% | 5.25% | 53 | -835,216 | -35.15% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,431,050 | 877,405 | 0.3% | 0.52% | 54 | -840,997 | -37.01% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,366,550 | 839,487 | 0.98% | 0.98% | 55 | -11,507 | -0.84% | Q4 2025 | Jan 30, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,352,626 | 830,931 | 0.28% | 0.3% | 56 | -43,857 | -3.14% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,320,608 | 811,262 | 2.14% | 2.21% | 57 | -19,457 | -1.45% | Q4 2025 | Feb 05, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 1,277,709 | 784,909 | 24.12% | 24.97% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,203,564 | 739,361 | 0.81% | 0.82% | 59 | -97,459 | -7.49% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,154,740 | 709,368 | 1.28% | 1.31% | 60 | +37,166 | 3.33% | Q4 2025 | Mar 16, 2026 |
| Allianz Asset Management GmbH | History | Added to | 1,108,966 | 681,248 | 0.69% | 0.68% | 61 | +91,900 | 9.04% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 1,084,500 | 666,226 | 0.79% | 0.82% | 62 | +27,560 | 2.61% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,059,972 | 651,151 | 0.87% | 0.93% | 63 | -85,556 | -7.47% | Q4 2025 | Feb 02, 2026 |
| DV Trading LLC | History | New | 1,041,970 | 640,092 | 18.02% | — | 64 | +1,041,970 | New | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 1,039,438 | 638,537 | 0.51% | 0.51% | 65 | -2,747 | -0.26% | Q4 2025 | Feb 10, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 1,015,000 | 623,524 | 13.52% | — | 66 | +1,015,000 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 995,785 | 611,814 | 0.55% | 0.54% | 67 | +10,972 | 1.11% | Q4 2025 | Feb 13, 2026 |
| AIA Group Ltd | History | Added to | 970,018 | 595,891 | 8.92% | 0.25% | 68 | +946,473 | 4019.85% | Q4 2025 | Feb 09, 2026 |
| BARINGS LLC | History | Added to | 906,307 | 561,393 | 10.34% | 10.2% | 69 | +11,900 | 1.33% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 905,369 | 556,176 | 1.35% | 1.43% | 70 | +13,055 | 1.46% | Q4 2025 | Feb 13, 2026 |
| Centiva Capital, LP | History | Added to | 895,700 | 550,237 | 4.48% | 3.81% | 71 | +231,800 | 34.91% | Q4 2025 | Feb 13, 2026 |
| Cavalier Investments, LLC | History | Added to | 886,633 | 544,667 | 27.99% | 7.21% | 72 | +866,279 | 4256.06% | Q4 2025 | Feb 13, 2026 |
| Artemis Wealth Advisors, LLC | History | Reduced | 873,431 | 535,328 | 77.04% | 82.46% | 73 | -388,471 | -30.78% | Q4 2025 | Feb 13, 2026 |
| Howard Capital Management Inc. | History | Added to | 2,830,760 | 534,614 | 6.92% | 6.9% | 74 | +99 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 862,243 | 529,684 | 0.85% | 0.63% | 75 | +274,525 | 46.71% | Q4 2025 | Feb 10, 2026 |
| Alphadyne Asset Management LP | History | Added to | 845,428 | 519,354 | 12.14% | 1.76% | 76 | +809,592 | 2259.16% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 841,143 | 516,723 | 1.19% | 1.3% | 77 | -71,226 | -7.81% | Q4 2025 | Feb 11, 2026 |
| Calamos Advisors LLC | History | Reduced | 850,660 | 510,715 | 1.92% | 1.91% | 78 | -86,495 | -9.23% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 808,510 | 496,676 | 0.03% | 0.02% | 79 | +23,854 | 3.04% | Q4 2025 | Feb 17, 2026 |
| Fiera Capital Corp | History | Added to | 765,258 | 470,105 | 1.49% | 1.47% | 80 | +6,683 | 0.88% | Q4 2025 | Feb 11, 2026 |
| Pureheart Capital Pte Ltd. | History | Added to | 760,000 | 466,875 | 36.27% | 22.26% | 81 | +430,000 | 130.3% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 751,154 | 461,441 | 0.67% | 0.71% | 82 | +20,541 | 2.81% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 707,024 | 434,331 | 0.31% | 0.32% | 83 | +1,052 | 0.15% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Added to | 701,972 | 431,228 | 0.16% | 0.09% | 84 | +276,850 | 65.12% | Q4 2025 | Jan 29, 2026 |
| Philosophy Capital Management LLC | History | Reduced | 7,000 | 430,017 | 19.57% | 18.45% | 85 | -500 | -6.67% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 694,666 | 426,740 | 1.68% | 2.38% | 86 | -263,869 | -27.53% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 685,367 | 421,028 | 2.15% | 2.16% | 87 | -76,867 | -10.08% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 678,225 | 416,640 | 1.72% | 1.74% | 88 | +43,798 | 6.9% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | No change | 673,923 | 413,997 | 6.87% | 6.21% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 6,681,629 | 412,430 | 9.44% | 8.18% | 90 | +496,729 | 8.03% | Q4 2025 | Feb 17, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 669,245 | 411,094 | 4.75% | 3.68% | 91 | +205,563 | 44.33% | Q4 2025 | Feb 10, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 660,336 | 405,651 | 2.11% | 2.19% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | Added to | 660,000 | 405,444 | 6.44% | 136.19% | 93 | +10,000 | 1.54% | Q4 2025 | Feb 17, 2026 |
| NWI MANAGEMENT LP | History | New | 655,200 | 402,496 | 18.53% | — | 94 | +655,200 | New | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 629,974 | 386,999 | 2.65% | 2.59% | 95 | +43,028 | 7.33% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 627,194 | 380,750 | 1.14% | 1.17% | 96 | +7,616 | 1.23% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 579,851 | 361,552 | 0.49% | 0.52% | 97 | -29,833 | -4.89% | Q4 2025 | Jan 08, 2026 |
| HBK INVESTMENTS L P | History | Added to | 579,500 | 355,992 | 2.8% | 1.59% | 98 | +338,500 | 140.46% | Q4 2025 | Feb 17, 2026 |
| Valiant Capital Management, L.P. | History | New | 560,000 | 344,013 | 19.46% | — | 99 | +560,000 | New | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | Added to | 553,252 | 339,868 | 8.99% | 5.58% | 100 | +45,918 | 9.05% | Q4 2025 | Feb 12, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Added to | 552,000 | 339,099 | 7.72% | 0.66% | 101 | +507,000 | 1126.67% | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 551,290 | 338,662 | 1.17% | 1.07% | 102 | +1,770 | 0.32% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 541,577 | 332,696 | 0.47% | 1.11% | 103 | -695,381 | -56.22% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET SECURITIES (USA) INC. | History | Added to | 520,874 | 319,978 | 8.8% | 9.48% | 104 | +3,134 | 0.61% | Q4 2025 | Feb 11, 2026 |
| Norinchukin Bank, The | History | No change | 518,000 | 318,212 | 3.71% | 4.17% | 105 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 514,062 | 315,793 | 0.86% | 0.96% | 106 | -18,043 | -3.39% | Q4 2025 | Jan 26, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 509,000 | 312,683 | 0.21% | 0.21% | 107 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 501,866 | 307,265 | 1.45% | 1.53% | 108 | -20,164 | -3.86% | Q4 2025 | Feb 17, 2026 |
| Blackstone Inc. | History | New | 500,000 | 307,155 | 1.21% | — | 109 | +500,000 | New | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Added to | 495,804 | 304,577 | 3.48% | 3.22% | 110 | +46,391 | 10.32% | Q4 2025 | Jan 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 492,469 | 302,509 | 0.28% | 0.1% | 111 | +332,661 | 208.16% | Q4 2025 | Feb 17, 2026 |
| Capula Management Ltd | History | Reduced | 484,595 | 297,691 | 1.49% | 7.29% | 112 | -1,955,985 | -80.14% | Q4 2025 | Feb 13, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 483,756 | 297,175 | 15.18% | 14.23% | 113 | +27,785 | 6.09% | Q4 2025 | Jan 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 483,730 | 297,160 | 0.18% | 0.17% | 114 | +72,800 | 17.72% | Q4 2025 | Feb 17, 2026 |
| Marex Group plc | History | Added to | 478,622 | 294,022 | 1.85% | 1.61% | 115 | +100,230 | 26.49% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 477,381 | 293,259 | 0.27% | 0.24% | 116 | +87,574 | 22.47% | Q4 2025 | Feb 13, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Added to | 471,838 | 289,854 | 4.17% | 2.24% | 117 | +200,437 | 73.85% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 469,410 | 288,363 | 0.07% | 0.09% | 118 | -144,122 | -23.49% | Q4 2025 | Feb 11, 2026 |
| NATIXIS | History | Added to | 465,035 | 285,675 | 1.01% | 0.4% | 119 | +321,967 | 225.04% | Q4 2025 | Feb 13, 2026 |
| Carrhae Capital LLP | History | New | 463,200 | 284,548 | 10.76% | — | 120 | +463,200 | New | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 462,456 | 284,091 | 0.85% | 0.86% | 121 | -8,668 | -1.84% | Q4 2025 | Feb 13, 2026 |
| Waratah Capital Advisors Ltd. | History | Reduced | 461,200 | 283,319 | 9.54% | 24.17% | 122 | -1,818,100 | -79.77% | Q4 2025 | Feb 09, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 460,532 | 282,909 | 0.29% | 0.15% | 123 | +221,050 | 92.3% | Q4 2025 | Feb 17, 2026 |
| Nishkama Capital, LLC | History | Reduced | 457,000 | 280,739 | 11.25% | 6.8% | 124 | -19,000 | -3.99% | Q4 2025 | Feb 17, 2026 |
| TORONTO DOMINION BANK | History | Added to | 451,920 | 277,613 | 0.41% | 0.24% | 125 | +194,229 | 75.37% | Q4 2025 | Feb 17, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 450,000 | 276,439 | 6.24% | — | 126 | +450,000 | New | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 430,342 | 263,591 | 0.4% | 0.29% | 127 | +137,679 | 47.04% | Q4 2025 | Feb 18, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 421,260 | 258,839 | 9.79% | 9.91% | 128 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Added to | 407,317 | 250,218 | 1.44% | 1.36% | 129 | +43,517 | 11.96% | Q4 2025 | Feb 13, 2026 |
| Japan Science & Technology Agency | History | Added to | 403,081 | 247,616 | 4.55% | 3.19% | 130 | +104,414 | 34.96% | Q4 2025 | Feb 06, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 400,000 | 245,724 | 2.68% | 1.64% | 131 | -210,375 | -34.47% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 399,690 | 245,533 | 2.91% | 1.78% | 132 | +141,130 | 54.58% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 397,570 | 244,231 | 0.38% | 0.35% | 133 | +39,417 | 11.01% | Q4 2025 | Feb 13, 2026 |
| J.Safra Asset Management Corp | History | Added to | 391,141 | 240,281 | 12.6% | 13.3% | 134 | +26,439 | 7.25% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 435,995 | 239,923 | 0.46% | 0.47% | 135 | +55,777 | 14.67% | Q4 2025 | Feb 17, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 387,575 | 238,091 | 4.35% | 4.54% | 136 | -1,674 | -0.43% | Q4 2025 | Jan 23, 2026 |
| Kensington Asset Management, LLC | History | Added to | 375,243 | 232,436 | 12.01% | 13.24% | 137 | +7,341 | 2.0% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 375,518 | 230,684 | 3.89% | 3.3% | 138 | +70,666 | 23.18% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 363,098 | 223,054 | 1.6% | 1.64% | 139 | -11,938 | -3.18% | Q4 2025 | Feb 13, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 360,351 | 221,367 | 13.4% | 13.39% | 140 | +4,211 | 1.18% | Q4 2025 | Feb 13, 2026 |
| Polar Asset Management Partners Inc. | History | New | 357,900 | 219,861 | 2.79% | — | 141 | +357,900 | New | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 353,804 | 217,345 | 3.24% | 0.56% | 142 | +289,400 | 449.35% | Q4 2025 | Feb 17, 2026 |
| Bell Bank | History | Added to | 353,558 | 217,194 | 9.28% | 9.1% | 143 | +3,431 | 0.98% | Q4 2025 | Jan 14, 2026 |
| Vestal Point Capital, LP | History | New | 350,000 | 215,008 | 7.31% | — | 144 | +350,000 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 347,497 | 213,473 | 0.32% | 0.42% | 145 | -44,849 | -11.43% | Q4 2025 | Feb 13, 2026 |
| Mizuho Bank, Ltd. | History | Added to | 340,000 | 208,865 | 24.86% | 16.93% | 146 | +86,000 | 33.86% | Q4 2025 | Feb 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 331,926 | 203,421 | 2.56% | 2.62% | 147 | -2,785 | -0.83% | Q4 2025 | Feb 10, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 325,454 | 199,929 | 0.55% | 0.71% | 148 | -93,655 | -22.35% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 319,166 | 196,066 | 1.08% | 1.06% | 149 | +11,565 | 3.76% | Q4 2025 | Feb 12, 2026 |
| Cohen Klingenstein LLC | History | Reduced | 317,949 | 195,319 | 5.93% | 6.05% | 150 | -3,926 | -1.22% | Q4 2025 | Jan 20, 2026 |
| Consolidated Investment Group LLC | History | Added to | 310,400 | 190,681 | 22.81% | 22.64% | 151 | +3,400 | 1.11% | Q4 2025 | Jan 26, 2026 |
| Tejara Capital Ltd | History | New | 300,000 | 184,293 | 43.38% | — | 153 | +300,000 | New | Q4 2025 | Feb 05, 2026 |
| Luxor Capital Group, LP | History | Added to | 300,000 | 184,293 | 14.11% | 7.06% | 152 | +50,000 | 20.0% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 297,093 | 182,507 | 0.1% | 0.1% | 154 | +43,867 | 17.32% | Q4 2025 | Feb 17, 2026 |
| Allen Investment Management, LLC | History | Added to | 296,141 | 181,922 | 2.02% | 1.8% | 155 | +26,908 | 9.99% | Q4 2025 | Feb 10, 2026 |
| FIL Ltd | History | Added to | 284,343 | 174,674 | 0.13% | 0.1% | 156 | +69,008 | 32.05% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 651,166 | 173,474 | 0.63% | 0.63% | 157 | +293,069 | 81.84% | Q4 2025 | Feb 18, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | Added to | 281,155 | 172,939 | 11.28% | 10.77% | 158 | +14,740 | 5.53% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 281,300 | 172,805 | 0.46% | 0.42% | 159 | +15,715 | 5.92% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 275,544 | 169,269 | 3.43% | 3.67% | 160 | +5,786 | 2.14% | Q4 2025 | Feb 09, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 273,787 | 168,944 | 0.09% | 0.25% | 161 | -485,172 | -63.93% | Q4 2025 | Mar 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 21,436,917 | 164,693 | 0.22% | 0.55% | 162 | +20,851,832 | 3563.9% | Q4 2025 | Mar 09, 2026 |
| STEPHENS INC /AR/ | History | Added to | 267,960 | 164,610 | 2.05% | 1.98% | 163 | +9,378 | 3.63% | Q4 2025 | Feb 05, 2026 |
| PPSC Investment Service Corp | History | Reduced | 264,652 | 162,578 | 12.14% | 12.67% | 164 | -1,402 | -0.53% | Q4 2025 | Jan 26, 2026 |
| Saudi Central Bank | History | No change | 263,622 | 161,945 | 6.05% | 6.02% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Johns Hopkins University | History | No change | 258,537 | 158,821 | 11.57% | 8.65% | 166 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 258,365 | 158,716 | 16.48% | 17.17% | 167 | -3,835 | -1.46% | Q4 2025 | Feb 09, 2026 |
| LMR Partners LLP | History | Added to | 255,609 | 157,023 | 0.3% | 0.11% | 168 | +215,880 | 543.38% | Q4 2025 | Feb 17, 2026 |
| Interval Partners, LP | History | Added to | 254,163 | 156,134 | 2.79% | 1.5% | 169 | +100,847 | 65.78% | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 253,762 | 155,947 | 0.5% | 0.45% | 170 | +30,173 | 13.49% | Q4 2025 | Feb 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 252,104 | 154,869 | 0.83% | 0.07% | 171 | +229,103 | 996.06% | Q4 2025 | Jan 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 252,066 | 154,846 | 0.02% | 0.02% | 172 | -20,196 | -7.42% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Reduced | 251,378 | 154,423 | 2.21% | 2.37% | 173 | -12,021 | -4.56% | Q4 2025 | Feb 02, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 250,043 | 153,603 | 1.17% | 1.31% | 174 | -6,925 | -2.69% | Q4 2025 | Jan 14, 2026 |
| Cormorant Asset Management, LP | History | New | 250,000 | 153,577 | 7.1% | — | 176 | +250,000 | New | Q4 2025 | Feb 17, 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | History | Reduced | 2,500 | 153,577 | 24.6% | 30.68% | 175 | -1,000 | -28.57% | Q4 2025 | Feb 17, 2026 |
| CloudAlpha Capital Management Limited/Hong Kong | History | Reduced | 248,500 | 152,656 | 7.19% | 10.03% | 177 | -216,500 | -46.56% | Q4 2025 | Feb 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 242,014 | 148,671 | 0.9% | 0.19% | 178 | +197,644 | 445.45% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 231,510 | 142,218 | 1.61% | 1.6% | 179 | +6,143 | 2.73% | Q4 2025 | Jan 20, 2026 |
| ALLIANZ SE | History | Added to | 230,003 | 141,293 | 1.82% | 2.69% | 180 | +19,046 | 9.03% | Q4 2025 | Feb 13, 2026 |
| Eversept Partners, LP | History | Reduced | 225,000 | 138,219 | 6.97% | 9.52% | 181 | -5,000 | -2.17% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Reduced | 220,922 | 135,714 | 3.0% | 2.96% | 182 | -6,347 | -2.79% | Q4 2025 | Feb 04, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 218,257 | 134,077 | 7.17% | 5.65% | 183 | +21,075 | 10.69% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 213,722 | 131,292 | 0.17% | 0.28% | 184 | +77,102 | 56.44% | Q4 2025 | Jan 09, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 207,243 | 127,311 | 2.1% | 2.1% | 185 | +8,408 | 4.23% | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 207,007 | 127,166 | 0.26% | 0.17% | 186 | +100,555 | 94.46% | Q4 2025 | Feb 17, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 205,424 | 126,193 | 5.42% | 5.55% | 187 | -2,967 | -1.42% | Q4 2025 | Jan 27, 2026 |
| WEXFORD CAPITAL LP | History | Reduced | 205,200 | 126,056 | 24.31% | 50.14% | 188 | -375,800 | -64.68% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 202,044 | 124,117 | 1.51% | 1.59% | 189 | -8,464 | -4.02% | Q4 2025 | Jan 21, 2026 |
| Oasis Management Co Ltd. | History | New | 200,000 | 122,862 | 7.96% | — | 190 | +200,000 | New | Q4 2025 | Feb 13, 2026 |
| Anchor Capital Management Group Inc | History | Reduced | 178,500 | 121,875 | 61.7% | 61.7% | 191 | -24,500 | -12.07% | Q4 2025 | Feb 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 195,502 | 120,099 | 0.21% | 0.16% | 192 | +57,665 | 41.84% | Q4 2025 | Feb 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 194,598 | 119,543 | 1.53% | 1.55% | 193 | +254 | 0.13% | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 192,740 | 118,402 | 3.04% | 3.0% | 194 | -2,214 | -1.14% | Q4 2025 | Feb 03, 2026 |
| Industrial Alliance Investment Management Inc. | History | Added to | 192,673 | 118,361 | 67.17% | 66.1% | 195 | +10,260 | 5.62% | Q4 2025 | Feb 05, 2026 |
| CSM Advisors, LLC | History | Reduced | 192,578 | 118,305 | 3.21% | 3.34% | 196 | -6,641 | -3.33% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 190,262 | 116,879 | 0.82% | 0.99% | 197 | -5,218 | -2.67% | Q4 2025 | Feb 18, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 190,000 | 116,718 | 2.79% | 1.98% | 198 | -18,200 | -8.74% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 189,755 | 116,568 | 1.33% | 1.6% | 199 | +34,363 | 22.11% | Q4 2025 | Jan 29, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 189,340 | 116,313 | 2.12% | 2.53% | 200 | -23,458 | -11.02% | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 185,631 | 114,034 | 0.51% | 0.98% | 201 | -100,608 | -35.15% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 184,756 | 113,497 | 0.25% | 0.32% | 202 | -42,109 | -18.56% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 184,078 | 113,081 | 0.69% | 0.7% | 203 | +1,871 | 1.03% | Q4 2025 | Jan 29, 2026 |
| TAIYO LIFE INSURANCE CO | History | No change | 184,000 | 113,033 | 9.68% | 9.68% | 204 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 183,594 | 112,783 | 3.88% | 4.05% | 205 | -3,952 | -2.11% | Q4 2025 | Feb 12, 2026 |
| J. Goldman & Co LP | History | Added to | 183,076 | 112,465 | 2.96% | 0.02% | 206 | +181,851 | 14844.98% | Q4 2025 | Feb 17, 2026 |
| Focused Wealth Management, Inc | History | Added to | 180,062 | 110,613 | 11.56% | 11.29% | 207 | +3,376 | 1.91% | Q4 2025 | Jan 29, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 178,626 | 110,397 | 1.95% | 3.33% | 208 | -137,755 | -43.54% | Q4 2025 | Feb 12, 2026 |
| Constellation Investments, Inc. | History | Reduced | 179,026 | 109,977 | 3.39% | 5.47% | 209 | -15,974 | -8.19% | Q4 2025 | Jan 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 178,867 | 109,880 | 1.97% | 2.18% | 210 | +868 | 0.49% | Q4 2025 | Jan 16, 2026 |
| Miura Global Management, LLC | History | New | 177,500 | 109,040 | 55.14% | — | 211 | +177,500 | New | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 177,423 | 108,992 | 0.87% | 1.02% | 212 | -7,516 | -4.06% | Q4 2025 | Jan 26, 2026 |
| Trilogy Capital Inc. | History | Reduced | 176,314 | 108,311 | 4.84% | 5.05% | 213 | -5,622 | -3.09% | Q4 2025 | Jan 22, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 174,093 | 106,946 | 4.45% | 4.41% | 214 | +2,931 | 1.71% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 173,652 | 106,676 | 1.32% | 1.45% | 215 | -12,028 | -6.48% | Q4 2025 | Jan 29, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 173,511 | 106,589 | 3.47% | 2.73% | 216 | +37,115 | 27.21% | Q4 2025 | Jan 20, 2026 |
| Parker Investment Management, LLC | History | Reduced | 173,199 | 106,398 | 15.07% | 13.52% | 217 | -15,361 | -8.15% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 171,147 | 106,326 | 3.37% | 3.47% | 218 | +7,440 | 4.54% | Q4 2025 | Jan 23, 2026 |
| Cresset Asset Management, LLC | History | Added to | 170,774 | 104,907 | 0.44% | 0.42% | 219 | +8,848 | 5.46% | Q4 2025 | Feb 17, 2026 |
| Stadion Money Management, LLC | History | Reduced | 170,614 | 104,809 | 8.5% | 8.48% | 220 | -6,237 | -3.53% | Q4 2025 | Feb 17, 2026 |
| SummitTX Capital, L.P. | History | Added to | 167,544 | 102,923 | 3.1% | 3.52% | 221 | +25,544 | 17.99% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 165,976 | 101,960 | 3.55% | 3.59% | 222 | -1,716 | -1.02% | Q4 2025 | Jan 12, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 165,274 | 101,529 | 0.17% | 0.17% | 223 | -1,250 | -0.75% | Q4 2025 | Feb 12, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 162,458 | 99,799 | 3.51% | 3.77% | 224 | -1,486 | -0.91% | Q4 2025 | Feb 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 160,961 | 98,878 | 0.38% | 0.37% | 225 | +2,822 | 1.78% | Q4 2025 | Feb 12, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 159,965 | 98,268 | 1.4% | 1.33% | 226 | +16,469 | 11.48% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 159,131 | 97,755 | 1.38% | 1.44% | 227 | -4,572 | -2.79% | Q4 2025 | Feb 17, 2026 |
| Edenbrook Capital, LLC | History | Added to | 157,500 | 96,753 | 18.04% | 15.37% | 228 | +7,500 | 5.0% | Q4 2025 | Feb 13, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 157,000 | 96,446 | 7.23% | 17.53% | 229 | -221,714 | -58.54% | Q4 2025 | Jan 16, 2026 |
| Rising Stella Capital Pte. Ltd | History | New | 156,896 | 96,382 | 45.41% | — | 230 | +156,896 | New | Q4 2025 | Mar 02, 2026 |
| Sphera Management Technology Funds Ltd | History | Reduced | 155,000 | 95,218 | 32.5% | 35.92% | 231 | -35,000 | -18.42% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 153,898 | 94,620 | 1.55% | 1.42% | 232 | +14,872 | 10.7% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 152,945 | 93,955 | 1.01% | 0.99% | 233 | +43,949 | 40.32% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | Added to | 151,647 | 93,158 | 1.06% | 1.01% | 234 | +4,214 | 2.86% | Q4 2025 | Feb 05, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 150,733 | 92,596 | 3.56% | 3.34% | 235 | -1,193 | -0.79% | Q4 2025 | Feb 02, 2026 |
| Corvex Management LP | History | New | 150,000 | 92,146 | 2.82% | — | 236 | +150,000 | New | Q4 2025 | Feb 17, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 148,437 | 91,686 | 2.99% | 3.09% | 237 | -1,655 | -1.1% | Q4 2025 | Feb 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 148,015 | 90,927 | 5.76% | 5.88% | 238 | -4,562 | -2.99% | Q4 2025 | Jan 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 147,134 | 90,385 | 1.18% | 1.02% | 239 | +29,942 | 25.55% | Q4 2025 | Feb 10, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 146,431 | 89,953 | 7.85% | 7.91% | 240 | -368 | -0.25% | Q4 2025 | Feb 12, 2026 |
| Delta Accumulation, LLC | History | Added to | 3,997 | 89,380 | 3.29% | 3.61% | 241 | +2 | 0.05% | Q4 2025 | Feb 05, 2026 |
| Clearstead Trust, LLC | History | Added to | 144,638 | 88,852 | 13.99% | 14.69% | 242 | +1,395 | 0.97% | Q4 2025 | Feb 09, 2026 |
| Yarbrough Capital, LLC | History | No change | 144,498 | 88,766 | 2.76% | 2.7% | 243 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| M&T BANK CORP | History | Added to | 143,305 | 88,033 | 0.28% | 0.29% | 244 | +2,100 | 1.49% | Q4 2025 | Jan 30, 2026 |
| Pine Ridge Advisers LLC | History | Added to | 142,716 | 87,672 | 5.23% | 5.1% | 245 | +160 | 0.11% | Q4 2025 | Feb 17, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 143,257 | 87,648 | 0.51% | 0.42% | 246 | +23,535 | 19.66% | Q4 2025 | Jan 16, 2026 |
| BROWN ADVISORY INC | History | Added to | 141,870 | 87,152 | 0.12% | 0.06% | 247 | +65,059 | 84.7% | Q4 2025 | Feb 13, 2026 |
| Clear Street Group Inc. | History | Added to | 141,357 | 86,837 | 0.32% | 0.29% | 248 | +766 | 0.54% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 141,120 | 86,691 | 2.11% | 2.13% | 249 | +989 | 0.71% | Q4 2025 | Feb 17, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 139,387 | 85,626 | 8.54% | 9.36% | 250 | -13,041 | -8.56% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 137,523 | 84,481 | 0.34% | 0.32% | 251 | -6,317 | -4.39% | Q4 2025 | Jan 29, 2026 |
| Belpointe Asset Management LLC | History | Added to | 136,675 | 83,961 | 3.03% | 2.7% | 252 | +18,842 | 15.99% | Q4 2025 | Jan 27, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 135,561 | 83,276 | 2.02% | 1.61% | 253 | +25,415 | 23.07% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 134,062 | 82,365 | 0.43% | 0.38% | 254 | +34,557 | 34.73% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 133,657 | 82,106 | 0.65% | 0.44% | 255 | -7,368 | -5.22% | Q4 2025 | Feb 13, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 131,616 | 80,853 | 7.71% | 8.07% | 256 | +1,079 | 0.83% | Q4 2025 | Jan 27, 2026 |
| Csenge Advisory Group | History | Added to | 130,643 | 80,255 | 3.63% | 3.66% | 257 | +2,846 | 2.23% | Q4 2025 | Feb 06, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 130,592 | 80,224 | 7.3% | 7.45% | 258 | -1,087 | -0.83% | Q4 2025 | Feb 13, 2026 |
| MYDA Advisors LLC | History | Added to | 130,000 | 79,860 | 15.21% | 9.72% | 259 | +55,000 | 73.33% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 129,938 | 79,821 | 3.68% | 4.08% | 260 | +1,217 | 0.95% | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 129,784 | 79,727 | 0.41% | — | 261 | +129,784 | New | Q4 2025 | Feb 18, 2026 |
| American Financial Advisors, LLC | History | Reduced | 129,656 | 79,649 | 10.28% | 10.34% | 262 | -4,082 | -3.05% | Q4 2025 | Feb 03, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 129,636 | 79,636 | 6.75% | 7.16% | 263 | -6,554 | -4.81% | Q4 2025 | Jan 21, 2026 |
| BOKF, NA | History | Added to | 129,505 | 79,556 | 1.22% | 1.17% | 264 | +426 | 0.33% | Q4 2025 | Feb 03, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 129,059 | 79,282 | 6.85% | 0.76% | 265 | +118,996 | 1182.51% | Q4 2025 | Jan 26, 2026 |
| World Investment Advisors | History | Added to | 126,963 | 77,995 | 1.27% | 0.87% | 266 | +56,371 | 79.85% | Q4 2025 | Mar 12, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 125,855 | 77,395 | 2.03% | 1.64% | 267 | +13,771 | 12.29% | Q4 2025 | Jan 28, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 125,917 | 77,352 | 0.14% | 0.19% | 268 | -66,383 | -34.52% | Q4 2025 | Feb 12, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 125,306 | 76,976 | 3.46% | 3.03% | 269 | +22,820 | 22.27% | Q4 2025 | Feb 17, 2026 |
| Intellus Advisors LLC | History | Reduced | 124,867 | 76,707 | 10.18% | 10.26% | 270 | -140 | -0.11% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 181,038 | 76,367 | 1.85% | 2.27% | 271 | -16,566 | -8.38% | Q4 2025 | Feb 11, 2026 |
| BANK HAPOALIM BM | History | Reduced | 124,072 | 76,218 | 6.62% | 9.3% | 272 | -1,836 | -1.46% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 122,824 | 75,451 | 0.9% | 1.01% | 273 | -64,954 | -34.59% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 122,300 | 75,225 | 2.08% | 2.03% | 274 | +3,493 | 2.94% | Q4 2025 | Jan 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 121,326 | 74,532 | 2.17% | 1.38% | 275 | +50,963 | 72.43% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 121,260 | 74,491 | 0.55% | 0.56% | 276 | +78 | 0.06% | Q4 2025 | Feb 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 120,926 | 74,286 | 2.43% | 2.5% | 277 | -581 | -0.48% | Q4 2025 | Feb 13, 2026 |
| King Wealth Management Group | History | Reduced | 120,279 | 73,889 | 8.91% | 9.1% | 278 | -388 | -0.32% | Q4 2025 | Feb 09, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 120,248 | 73,869 | 2.58% | 2.78% | 279 | -11,480 | -8.71% | Q4 2025 | Feb 12, 2026 |
| SUN LIFE FINANCIAL INC | History | Reduced | 119,980 | 73,705 | 3.87% | 4.8% | 280 | -36,660 | -23.4% | Q4 2025 | Feb 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 119,215 | 73,234 | 0.6% | 0.57% | 281 | +4,605 | 4.02% | Q4 2025 | Feb 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 119,032 | 73,122 | 0.98% | 1.02% | 282 | -5,000 | -4.03% | Q4 2025 | Jan 30, 2026 |
| Purpose Unlimited Inc. | History | New | 118,767 | 72,959 | 3.34% | — | 283 | +118,767 | New | Q4 2025 | Mar 20, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 118,531 | 72,814 | 10.69% | 11.57% | 284 | -8,852 | -6.95% | Q4 2025 | Feb 04, 2026 |
| Sowell Financial Services LLC | History | Added to | 118,474 | 72,779 | 2.67% | 2.69% | 285 | +1,651 | 1.41% | Q4 2025 | Jan 21, 2026 |
| Arkadios Wealth Advisors | History | Added to | 118,258 | 72,647 | 1.41% | 1.45% | 286 | +17,295 | 17.13% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 117,886 | 72,415 | 0.29% | 0.26% | 287 | +14,287 | 13.79% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 117,859 | 72,401 | 0.4% | 0.43% | 288 | -406 | -0.34% | Q4 2025 | Feb 03, 2026 |
| LM Advisors LLC | History | Reduced | 44,419 | 72,306 | 1.3% | 5.94% | 289 | -24,195 | -35.26% | Q4 2025 | Feb 13, 2026 |
| Main Management LLC | History | Reduced | 117,654 | 72,276 | 5.2% | 5.2% | 290 | -574 | -0.49% | Q4 2025 | Feb 10, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 115,030 | 70,663 | 21.32% | 21.76% | 291 | -829 | -0.72% | Q4 2025 | Jan 22, 2026 |
| Juniper Hill Capital Management LP | History | No change | 113,987 | 70,023 | 16.72% | 16.19% | 292 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Golden Reserve Retirement LLC | History | Added to | 113,520 | 69,736 | 12.88% | 15.15% | 293 | +16,320 | 16.79% | Q4 2025 | Jan 29, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 112,791 | 69,288 | 10.74% | 10.61% | 294 | -11,591 | -9.32% | Q4 2025 | Feb 13, 2026 |
| Div Capital Phoenix Assets Ltd | History | New | 112,688 | 69,225 | 17.52% | — | 295 | +112,688 | New | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 111,738 | 68,641 | 4.49% | 4.5% | 296 | +1,875 | 1.71% | Q4 2025 | Jan 23, 2026 |
| Summit Financial, LLC | History | Reduced | 110,418 | 67,831 | 1.0% | 1.02% | 297 | -1,406 | -1.26% | Q4 2025 | Feb 13, 2026 |
| Arosa Capital Management LP | History | Added to | 110,000 | 67,574 | 8.49% | 2.64% | 298 | +90,000 | 450.0% | Q4 2025 | Feb 17, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 109,041 | 66,985 | 7.93% | 17.57% | 299 | -149,802 | -57.87% | Q4 2025 | Jan 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 108,799 | 66,836 | 0.54% | 0.6% | 300 | +8,830 | 8.83% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Reduced | 108,417 | 66,601 | 0.16% | 0.17% | 301 | -29,769 | -21.54% | Q4 2025 | Feb 13, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 108,350 | 66,560 | 20.0% | 22.96% | 302 | -719 | -0.66% | Q4 2025 | Jan 15, 2026 |
| Embree Financial Group | History | Reduced | 108,248 | 66,497 | 8.15% | 9.23% | 303 | -6,519 | -5.68% | Q4 2025 | Jan 14, 2026 |
| Activest Wealth Management | History | Added to | 107,678 | 66,147 | 12.36% | 10.67% | 304 | +19,944 | 22.73% | Q4 2025 | Jan 30, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 107,228 | 65,871 | 9.51% | 10.08% | 305 | -2,057 | -1.88% | Q4 2025 | Jan 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 107,031 | 65,750 | 2.4% | 2.12% | 306 | +32,024 | 42.69% | Q4 2025 | Feb 09, 2026 |
| GenTrust, LLC | History | Reduced | 106,978 | 65,717 | 2.83% | 3.07% | 307 | -5,408 | -4.81% | Q4 2025 | Feb 02, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 106,161 | 65,629 | 0.08% | 0.08% | 308 | -1,408 | -1.31% | Q4 2025 | Feb 18, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 106,776 | 65,593 | 0.03% | 0.03% | 309 | -1,334 | -1.23% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 106,521 | 65,436 | 2.28% | 2.4% | 310 | -3,425 | -3.12% | Q4 2025 | Jan 13, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 106,196 | 65,237 | 11.87% | 11.5% | 311 | -2,521 | -2.32% | Q4 2025 | Jan 14, 2026 |
| SWF LLC | History | No change | 105,000 | 64,502 | 6.52% | 6.46% | 312 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 104,397 | 64,131 | 0.92% | 0.94% | 313 | +2,033 | 1.99% | Q4 2025 | Feb 09, 2026 |
| Gotham Asset Management, LLC | History | Added to | 103,627 | 63,659 | 0.23% | 0.27% | 314 | +547 | 0.53% | Q4 2025 | Feb 17, 2026 |
| 180 GPS Investments IC Ltd | History | Added to | 113,673 | 63,442 | 50.15% | 6.15% | 315 | +96,038 | 544.59% | Q4 2025 | Feb 13, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 102,920 | 63,233 | 3.03% | 4.35% | 316 | -26,014 | -20.18% | Q4 2025 | Jan 21, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 102,243 | 62,808 | 1.14% | 1.22% | 317 | -1,783 | -1.71% | Q4 2025 | Jan 07, 2026 |
| Arax Advisory Partners | History | Reduced | 101,875 | 62,582 | 1.82% | 2.15% | 318 | -147,549 | -59.16% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 101,842 | 62,562 | 0.01% | 0.01% | 319 | +4,071 | 4.16% | Q4 2025 | Feb 10, 2026 |
| Northwest & Ethical Investments L.P. | History | New | 101,500 | 62,352 | 1.4% | — | 320 | +101,500 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 100,501 | 61,738 | 0.02% | 0.02% | 321 | +7,121 | 7.63% | Q4 2025 | Feb 17, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 108,909 | 61,626 | 11.93% | 10.18% | 322 | +1,028 | 0.95% | Q4 2025 | Jan 28, 2026 |
| Falcon Wealth Planning | History | Added to | 100,195 | 61,550 | 5.18% | 5.39% | 323 | +372 | 0.37% | Q4 2025 | Feb 03, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 100,053 | 61,463 | 1.42% | 1.43% | 324 | +347 | 0.35% | Q4 2025 | Feb 10, 2026 |
| Maven Securities LTD | History | Added to | 100,000 | 61,453 | 1.36% | 0.19% | 325 | +87,118 | 676.28% | Q4 2025 | Feb 13, 2026 |
| Ionic Capital Management LLC | History | New | 100,000 | 61,431 | 7.82% | — | 326 | +100,000 | New | Q4 2025 | Feb 17, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 99,579 | 61,172 | 4.64% | 4.56% | 327 | -1,781 | -1.76% | Q4 2025 | Feb 04, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 99,146 | 60,906 | 3.47% | 3.59% | 328 | -719 | -0.72% | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 98,642 | 60,596 | 2.26% | 4.0% | 329 | -3,317 | -3.25% | Q4 2025 | Feb 04, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 97,048 | 59,617 | 1.38% | 1.41% | 330 | -125 | -0.13% | Q4 2025 | Feb 02, 2026 |
| HB Wealth Management, LLC | History | Added to | 96,868 | 59,507 | 0.38% | 0.38% | 331 | +2,189 | 2.31% | Q4 2025 | Jan 28, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 96,666 | 59,382 | 11.41% | — | 332 | +96,666 | New | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 96,619 | 59,354 | 1.17% | 1.23% | 333 | -1,516 | -1.54% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Added to | 96,489 | 59,274 | 1.33% | 1.45% | 334 | +3,535 | 3.8% | Q4 2025 | Feb 06, 2026 |
| Dakota Wealth Management | History | Added to | 94,219 | 57,879 | 1.03% | 0.9% | 335 | +19,725 | 26.48% | Q4 2025 | Jan 13, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 94,020 | 57,757 | 6.65% | 6.61% | 336 | -916 | -0.96% | Q4 2025 | Feb 02, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 93,969 | 57,723 | 6.68% | 6.67% | 337 | -1,601 | -1.68% | Q4 2025 | Jan 27, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Reduced | 93,692 | 57,555 | 14.01% | 13.68% | 338 | -2,475 | -2.57% | Q4 2025 | Jan 21, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 93,375 | 57,361 | 9.57% | 10.04% | 339 | -9,025 | -8.81% | Q4 2025 | Feb 10, 2026 |
| Pacific Center for Financial Services | History | No change | 94,535 | 56,756 | 14.47% | 14.47% | 340 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 91,807 | 56,397 | 0.98% | 0.97% | 341 | +1,281 | 1.42% | Q4 2025 | Jan 22, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 91,702 | 56,333 | 7.94% | 8.85% | 342 | -1,248 | -1.34% | Q4 2025 | Feb 13, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | Added to | 90,881 | 55,901 | 10.97% | 10.57% | 343 | +5,010 | 5.83% | Q4 2025 | Feb 11, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 90,332 | 55,491 | 0.18% | 1.75% | 344 | -786,208 | -89.69% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | Reduced | 89,919 | 55,227 | 2.44% | 2.49% | 345 | -2,802 | -3.02% | Q4 2025 | Feb 09, 2026 |
| Virtus Wealth Solutions LLC | History | Reduced | 89,073 | 54,718 | 10.39% | 13.11% | 346 | -24,430 | -21.52% | Q4 2025 | Jan 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 88,127 | 54,137 | 0.04% | — | 347 | +88,127 | New | Q4 2025 | Feb 13, 2026 |
| Moment Partners, LLC | History | Added to | 87,997 | 54,057 | 11.12% | 9.21% | 348 | +1,226 | 1.41% | Q4 2025 | Feb 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 87,982 | 54,048 | 0.15% | 0.2% | 349 | -20,253 | -18.71% | Q4 2025 | Jan 26, 2026 |
| IFG Advisory, LLC | History | Added to | 87,972 | 54,042 | 2.35% | 2.4% | 350 | +83 | 0.09% | Q4 2025 | Feb 10, 2026 |
| Fortune 45 LLC | History | Added to | 87,890 | 53,887 | 25.77% | 25.63% | 351 | +3,578 | 4.24% | Q4 2025 | Feb 17, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 87,125 | 53,521 | 3.26% | 3.41% | 352 | -3,784 | -4.16% | Q4 2025 | Jan 26, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 87,109 | 53,511 | 16.01% | 16.31% | 353 | -1,325 | -1.5% | Q4 2025 | Jan 23, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | Added to | 87,100 | 53,506 | 14.18% | 7.64% | 354 | +27,900 | 47.13% | Q4 2025 | Feb 17, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | Reduced | 87,068 | 53,486 | 7.6% | 7.67% | 355 | -246 | -0.28% | Q4 2025 | Jan 15, 2026 |
| Pathstone Holdings, LLC | History | New | 86,632 | 53,220 | 0.21% | — | 356 | +86,632 | New | Q4 2025 | Feb 13, 2026 |
| Humankind Investments LLC | History | No change | 86,575 | 53,183 | 23.85% | 11.9% | 357 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC Asset Management Inc | History | Added to | 86,339 | 53,038 | 0.13% | 0.14% | 358 | +4,111 | 5.0% | Q4 2025 | Feb 10, 2026 |
| Jacobi Capital Management LLC | History | Added to | 86,276 | 53,000 | 3.07% | 3.12% | 359 | +927 | 1.09% | Q4 2025 | Feb 13, 2026 |
| AMG National Trust Bank | History | Reduced | 85,655 | 52,618 | 1.24% | 1.26% | 360 | -1,009 | -1.16% | Q4 2025 | Jan 30, 2026 |
| Gemsstock Ltd. | History | New | 8,772 | 52,465 | 6.61% | — | 361 | +8,772 | New | Q4 2025 | Feb 13, 2026 |
| RFG HOLDINGS, INC. | History | Added to | 83,900 | 51,540 | 12.92% | 12.97% | 362 | +159 | 0.19% | Q4 2025 | Jan 23, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 83,800 | 51,478 | 0.89% | 0.98% | 363 | +13,531 | 19.26% | Q4 2025 | Feb 09, 2026 |
| Evensky & Katz LLC | History | Reduced | 83,705 | 51,421 | 2.9% | 3.03% | 364 | -3,165 | -3.64% | Q4 2025 | Feb 05, 2026 |
| GREENWOOD GEARHART INC | History | Added to | 83,550 | 51,325 | 2.82% | 2.89% | 365 | +46 | 0.06% | Q4 2025 | Feb 04, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 83,435 | 51,255 | 0.65% | 0.91% | 366 | -27,041 | -24.48% | Q4 2025 | Feb 05, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 82,729 | 50,820 | 5.38% | 5.38% | 367 | +567 | 0.69% | Q4 2025 | Jan 20, 2026 |
| Trifecta Capital Advisors, LLC | History | Added to | 82,448 | 50,648 | 7.49% | 7.46% | 368 | +724 | 0.89% | Q4 2025 | Jan 30, 2026 |
| PSI Advisors, LLC | History | Added to | 89,688 | 50,301 | 12.63% | 12.37% | 369 | +9,707 | 12.14% | Q4 2025 | Feb 09, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 81,876 | 50,297 | 2.65% | 2.62% | 370 | +31,516 | 62.58% | Q4 2025 | Feb 09, 2026 |
| Copos Capital S.a r.l. | History | New | 81,366 | 49,983 | 34.91% | — | 371 | +81,366 | New | Q4 2025 | Feb 23, 2026 |
| Round Rock Advisors LLC | History | Added to | 81,102 | 49,821 | 7.49% | 7.67% | 372 | +514 | 0.64% | Q4 2025 | Apr 07, 2026 |
| Larson Financial Group LLC | History | Added to | 102,362 | 49,116 | 1.63% | 1.7% | 373 | +6,433 | 6.71% | Q4 2025 | Feb 06, 2026 |
| Socha Financial Group, LLC | History | Reduced | 79,857 | 49,057 | 23.94% | 25.53% | 374 | -20,796 | -20.66% | Q4 2025 | Jan 30, 2026 |
| Oxler Private Wealth LLC | History | Added to | 79,504 | 48,839 | 14.14% | 13.79% | 375 | +541 | 0.69% | Q4 2025 | Jan 23, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Reduced | 79,166 | 48,632 | 14.36% | 15.02% | 376 | -2,870 | -3.5% | Q4 2025 | Feb 04, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 78,645 | 48,555 | 0.34% | 0.33% | 377 | +7,555 | 10.63% | Q4 2025 | Feb 17, 2026 |
| Massar Capital Management, LP | History | Reduced | 78,764 | 48,385 | 5.19% | 8.91% | 378 | -34,028 | -30.17% | Q4 2025 | Feb 17, 2026 |
| Wallace Hart LLC | History | Added to | 78,013 | 47,924 | 35.32% | 34.39% | 379 | +128 | 0.16% | Q4 2025 | Feb 17, 2026 |
| Aragon Global Management, LP | History | No change | 77,995 | 47,913 | 14.54% | 14.39% | 380 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 77,985 | 47,906 | 1.35% | 1.96% | 381 | -33,599 | -30.11% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 77,877 | 47,840 | 0.27% | 0.29% | 382 | +1,606 | 2.11% | Q4 2025 | Jan 26, 2026 |
| Jain Global LLC | History | New | 77,500 | 47,609 | 0.23% | — | 383 | +77,500 | New | Q4 2025 | Feb 17, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 77,430 | 47,566 | 2.76% | 2.8% | 384 | -277 | -0.36% | Q4 2025 | Jan 29, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 77,219 | 47,432 | 0.29% | 0.3% | 385 | +1,883 | 2.5% | Q4 2025 | Jan 27, 2026 |
| FORM Wealth Advisors, LLC | History | New | 76,498 | 46,993 | 5.5% | — | 387 | +76,498 | New | Q4 2025 | Jan 28, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 76,498 | 46,993 | 12.02% | 12.1% | 386 | -4,720 | -5.81% | Q4 2025 | Feb 13, 2026 |
| McMillan Office, Inc. | History | New | 76,481 | 46,983 | 5.65% | — | 388 | +76,481 | New | Q4 2025 | Feb 12, 2026 |
| Client First Capital LLC | History | Reduced | 76,219 | 46,822 | 19.74% | 20.44% | 389 | -194 | -0.25% | Q4 2025 | Jan 26, 2026 |
| Richmond Brothers, Inc. | History | Added to | 76,170 | 46,789 | 29.77% | 25.43% | 390 | +9,065 | 13.51% | Q4 2025 | Feb 12, 2026 |
| Halter Ferguson Financial Inc. | History | Reduced | 75,240 | 46,220 | 10.16% | 13.66% | 391 | -24,318 | -24.43% | Q4 2025 | Feb 05, 2026 |
| SCOGGIN MANAGEMENT LP | History | No change | 75,000 | 46,073 | 7.07% | 7.05% | 392 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 74,843 | 46,008 | 0.35% | — | 393 | +74,843 | New | Q4 2025 | Feb 18, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 74,679 | 45,876 | 2.22% | 2.0% | 394 | +19,554 | 35.47% | Q4 2025 | Jan 28, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 74,667 | 45,868 | 3.4% | 3.21% | 395 | -3,922 | -4.99% | Q4 2025 | Jan 23, 2026 |
| RIA Advisory Group LLC | History | Added to | 74,660 | 45,864 | 11.03% | 9.66% | 396 | +11,882 | 18.93% | Q4 2025 | Feb 02, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 73,749 | 45,817 | 2.67% | 1.25% | 397 | +40,439 | 121.4% | Q4 2025 | Jan 26, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 74,150 | 45,550 | 17.83% | 18.3% | 398 | -845 | -1.13% | Q4 2025 | Jan 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 73,919 | 45,409 | 3.44% | 3.42% | 399 | +3,374 | 4.78% | Q4 2025 | Jan 09, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 72,973 | 44,827 | 9.58% | 9.83% | 400 | -1,236 | -1.67% | Q4 2025 | Jan 22, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 72,775 | 44,706 | 2.61% | 2.57% | 401 | +1,331 | 1.86% | Q4 2025 | Jan 15, 2026 |
| Cooper Financial Group | History | Reduced | 72,083 | 44,281 | 4.71% | 5.89% | 402 | -16,594 | -18.71% | Q4 2025 | Jan 08, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 72,067 | 44,272 | 4.06% | 4.42% | 403 | -7,150 | -9.03% | Q4 2025 | Jan 29, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 71,884 | 44,159 | 6.86% | 5.25% | 404 | +12,278 | 20.6% | Q4 2025 | Feb 04, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 71,544 | 43,950 | 7.53% | 7.25% | 405 | +1,754 | 2.51% | Q4 2025 | Jan 26, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 71,275 | 43,785 | 5.62% | 6.03% | 406 | +3,782 | 5.6% | Q4 2025 | Feb 10, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 69,558 | 43,588 | 8.42% | 8.41% | 407 | -1,225 | -1.73% | Q4 2025 | Jan 12, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 70,750 | 43,462 | 2.46% | 2.45% | 408 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 70,440 | 43,272 | 0.92% | 1.04% | 409 | -6,424 | -8.36% | Q4 2025 | Feb 05, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 70,311 | 43,192 | 0.35% | 0.29% | 410 | +3,663 | 5.5% | Q4 2025 | Feb 17, 2026 |
| Private Advisory Group LLC | History | Added to | 70,034 | 43,022 | 3.37% | 3.37% | 411 | +1,818 | 2.67% | Q4 2025 | Jan 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 69,207 | 42,514 | 2.38% | — | 412 | +69,207 | New | Q4 2025 | Feb 04, 2026 |
| PFG Advisors | History | Reduced | 69,197 | 42,508 | 2.06% | 2.18% | 413 | -19,483 | -21.97% | Q4 2025 | Jan 27, 2026 |
| Betterment LLC | History | Reduced | 69,148 | 42,478 | 0.08% | 0.08% | 414 | -1,325 | -1.88% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 68,980 | 42,374 | 1.04% | 1.0% | 415 | +3,284 | 5.0% | Q4 2025 | Jan 28, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 68,947 | 42,358 | 0.37% | 0.39% | 416 | -4,033 | -5.53% | Q4 2025 | Feb 03, 2026 |
| Valence8 US LP | History | Reduced | 68,788 | 42,257 | 12.52% | 15.43% | 417 | -6,173 | -8.23% | Q4 2025 | Feb 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 68,638 | 42,164 | 0.9% | 0.9% | 418 | +1,400 | 2.08% | Q4 2025 | Feb 02, 2026 |
| One Capital Management, LLC | History | Reduced | 68,429 | 42,036 | 1.27% | 1.33% | 419 | -1,086 | -1.56% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 68,359 | 41,993 | 0.81% | 0.8% | 420 | +2,029 | 3.06% | Q4 2025 | Feb 12, 2026 |
| Gratus Wealth Advisors, LLC | History | Reduced | 68,255 | 41,929 | 5.81% | 5.78% | 421 | -167 | -0.24% | Q4 2025 | Feb 04, 2026 |
| Bawa N Mallick Trust | History | Added to | 67,677 | 41,574 | 15.44% | 15.37% | 422 | +7 | 0.01% | Q4 2025 | Mar 12, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Reduced | 67,352 | 41,375 | 1.55% | 1.54% | 423 | -536 | -0.79% | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 67,249 | 41,311 | 12.03% | 11.73% | 424 | +2,421 | 3.73% | Q4 2025 | Feb 05, 2026 |
| Richmond Investment Services, LLC | History | Added to | 67,207 | 41,291 | 7.14% | 7.28% | 425 | +2,055 | 3.15% | Q4 2025 | Feb 12, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 67,125 | 41,235 | 12.49% | 12.5% | 426 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 67,050 | 41,189 | 0.26% | 0.26% | 427 | +477 | 0.72% | Q4 2025 | Jan 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 66,491 | 40,846 | 1.31% | 1.24% | 428 | -4,952 | -6.93% | Q4 2025 | Jan 09, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Added to | 66,200 | 40,667 | 19.43% | 17.44% | 429 | +1,000 | 1.53% | Q4 2025 | Feb 03, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 66,190 | 40,661 | 4.08% | 4.24% | 430 | -1,516 | -2.24% | Q4 2025 | Jan 27, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 66,167 | 40,646 | 8.72% | 3.6% | 431 | +48,457 | 273.61% | Q4 2025 | Feb 12, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 66,112 | 40,612 | 5.86% | 5.23% | 432 | +6,931 | 11.71% | Q4 2025 | Jan 28, 2026 |
| NWAM LLC | History | Added to | 65,200 | 40,527 | 2.26% | 2.15% | 433 | +86 | 0.13% | Q4 2025 | Feb 04, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 65,958 | 40,518 | 20.05% | — | 434 | +65,958 | New | Q4 2025 | Feb 25, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 65,394 | 39,943 | 4.45% | 4.45% | 435 | +2,702 | 4.31% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 63,842 | 39,800 | 0.83% | 0.8% | 436 | +1,933 | 3.12% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 64,746 | 39,774 | 2.74% | 2.91% | 437 | +95 | 0.15% | Q4 2025 | Feb 02, 2026 |
| IFG Advisors, LLC | History | Reduced | 64,700 | 39,745 | 6.62% | 6.56% | 438 | -2,307 | -3.44% | Q4 2025 | Jan 13, 2026 |
| Altus Wealth Management, LLC | History | Reduced | 64,389 | 39,554 | 17.05% | 17.71% | 439 | -2,236 | -3.36% | Q4 2025 | Jan 22, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 64,298 | 39,498 | 5.3% | 5.94% | 440 | +2,629 | 4.26% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 64,283 | 39,489 | 1.03% | 1.03% | 441 | +264 | 0.41% | Q4 2025 | Jan 23, 2026 |
| Goldstream Capital Management Ltd | History | Reduced | 64,052 | 39,347 | 14.14% | 35.91% | 442 | -200,251 | -75.77% | Q4 2025 | Feb 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 63,765 | 39,171 | 1.82% | 1.59% | 443 | +9,990 | 18.58% | Q4 2025 | Feb 13, 2026 |
| HWG Holdings LP | History | Reduced | 63,515 | 39,017 | 9.45% | 9.84% | 444 | -1,189 | -1.84% | Q4 2025 | Jan 12, 2026 |
| Peak Planning Group, LLC | History | New | 63,202 | 38,894 | 10.91% | — | 445 | +63,202 | New | Q4 2025 | Feb 13, 2026 |
| ING GROEP NV | History | No change | 62,369 | 38,313 | 0.23% | 0.2% | 446 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Volterra Technologies LP | History | Added to | 61,913 | 38,033 | 3.84% | 3.07% | 447 | +2,313 | 3.88% | Q4 2025 | Feb 13, 2026 |
| Georgetown University | History | Added to | 61,617 | 37,851 | 15.07% | 12.33% | 448 | +145 | 0.24% | Q4 2025 | Jan 30, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Added to | 61,589 | 37,834 | 19.77% | 19.3% | 449 | +867 | 1.43% | Q4 2025 | Feb 17, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Added to | 61,468 | 37,760 | 18.31% | 17.66% | 450 | +502 | 0.82% | Q4 2025 | Feb 13, 2026 |
| CARNEGIE MELLON UNIVERSITY | History | Added to | 61,106 | 37,538 | 42.04% | 27.85% | 451 | +67 | 0.11% | Q4 2025 | Jan 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 61,040 | 37,497 | 3.13% | 3.27% | 452 | -4,579 | -6.98% | Q4 2025 | Feb 13, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 60,972 | 37,455 | 5.53% | 5.73% | 453 | +689 | 1.14% | Q4 2025 | Jan 27, 2026 |
| SANDERS MORRIS HARRIS LLC | History | Reduced | 59,900 | 37,370 | 57.74% | 20.16% | 454 | -194,738 | -76.48% | Q4 2025 | Jan 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 60,718 | 37,299 | 2.55% | 2.65% | 455 | +496 | 0.82% | Q4 2025 | Feb 03, 2026 |
| Certified Advisory Corp | History | Added to | 60,657 | 37,262 | 3.4% | 3.4% | 456 | +943 | 1.58% | Q4 2025 | Jan 12, 2026 |
| Caprock Group, LLC | History | Added to | 60,628 | 37,244 | 0.79% | 0.81% | 457 | +2,642 | 4.56% | Q4 2025 | Jan 28, 2026 |
| Briaud Financial Planning, Inc | History | Reduced | 60,414 | 37,112 | 9.14% | 11.87% | 458 | -103 | -0.17% | Q4 2025 | Jan 28, 2026 |
| EMC Capital Management | History | Added to | 59,149 | 36,840 | 16.36% | 16.7% | 459 | +351 | 0.6% | Q4 2025 | Mar 09, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 59,460 | 36,526 | 1.11% | 1.13% | 460 | -277 | -0.46% | Q4 2025 | Feb 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 59,371 | 36,472 | 5.36% | 5.3% | 461 | +607 | 1.03% | Q4 2025 | Feb 10, 2026 |
| FF Advisors,LLC | History | Added to | 59,153 | 36,338 | 16.19% | 16.93% | 462 | +144 | 0.24% | Q4 2025 | Feb 13, 2026 |
| Wilmar Advisors LLC | History | No change | 59,000 | 36,244 | 28.31% | 29.07% | 463 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Advocates LLC | History | Added to | 58,429 | 36,192 | 9.26% | 8.86% | 464 | +1,776 | 3.13% | Q4 2025 | Feb 11, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 58,725 | 36,075 | 1.16% | 1.13% | 465 | +303 | 0.52% | Q4 2025 | Feb 13, 2026 |
| Circle Wealth Management, LLC | History | Added to | 58,091 | 35,685 | 0.55% | 0.64% | 466 | +3,477 | 6.37% | Q4 2025 | Feb 13, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 57,901 | 35,569 | 1.27% | 1.09% | 467 | +9,279 | 19.08% | Q4 2025 | Feb 06, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 57,844 | 35,533 | 1.54% | 1.56% | 468 | -564 | -0.97% | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 57,423 | 35,275 | 1.64% | 1.75% | 469 | -2,747 | -4.57% | Q4 2025 | Feb 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 57,416 | 35,271 | 0.03% | 0.05% | 470 | -30,820 | -34.93% | Q4 2025 | Feb 17, 2026 |
| Roundview Capital LLC | History | Added to | 57,144 | 35,104 | 2.16% | 2.13% | 471 | +990 | 1.76% | Q4 2025 | Feb 09, 2026 |
| Northern Capital Management, Inc. | History | Reduced | 57,126 | 35,092 | 18.54% | 18.89% | 472 | -851 | -1.47% | Q4 2025 | Feb 03, 2026 |
| Savant Capital, LLC | History | Added to | 57,093 | 35,072 | 0.2% | 0.15% | 473 | +15,352 | 36.78% | Q4 2025 | Feb 10, 2026 |
| TCP Asset Management, LLC | History | Added to | 57,024 | 35,030 | 5.9% | 5.93% | 474 | +1,680 | 3.04% | Q4 2025 | Jan 07, 2026 |
| Integrated Advisors Network LLC | History | Added to | 56,834 | 34,913 | 1.54% | 1.31% | 475 | +4,863 | 9.36% | Q4 2025 | Feb 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 56,535 | 34,729 | 3.77% | 3.9% | 476 | -1,197 | -2.07% | Q4 2025 | Jan 23, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 56,355 | 34,631 | 0.38% | 0.38% | 477 | +387 | 0.69% | Q4 2025 | Feb 02, 2026 |
| Royal Fund Management, LLC | History | Added to | 55,985 | 34,468 | 3.13% | 1.47% | 478 | +35,565 | 174.17% | Q4 2025 | Jan 15, 2026 |
| Harvest Investment Advisors, LLC | History | New | 56,042 | 34,427 | 19.51% | — | 479 | +56,042 | New | Q4 2025 | Feb 17, 2026 |
| Ategra Capital Management, LLC | History | Added to | 55,839 | 34,302 | 16.32% | 12.69% | 480 | +20,000 | 55.81% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 55,757 | 34,251 | 11.38% | 11.65% | 481 | -1,435 | -2.51% | Q4 2025 | Jan 23, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 55,647 | 34,185 | 1.52% | 1.48% | 482 | +6,357 | 12.9% | Q4 2025 | Feb 10, 2026 |
| NRI Wealth Management LC | History | Reduced | 55,622 | 34,169 | 17.43% | 17.95% | 483 | -300 | -0.54% | Q4 2025 | Jan 22, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 55,585 | 34,146 | 2.04% | 2.46% | 484 | -7,353 | -11.68% | Q4 2025 | Feb 17, 2026 |
| TCM Advisors, LLC | History | Reduced | 55,545 | 34,121 | 2.6% | 3.56% | 485 | -1,107 | -1.95% | Q4 2025 | Feb 13, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 55,348 | 34,000 | 5.61% | 5.72% | 486 | -291 | -0.52% | Q4 2025 | Feb 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 55,123 | 33,862 | 2.43% | 2.54% | 487 | -5,152 | -8.55% | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 54,997 | 33,784 | 1.57% | 2.36% | 488 | +13,297 | 31.89% | Q4 2025 | Feb 17, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Reduced | 54,629 | 33,559 | 0.18% | 0.24% | 489 | -15,067 | -21.62% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 54,467 | 33,459 | 0.02% | 0.02% | 490 | -1,349 | -2.42% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 54,457 | 33,453 | 0.86% | 0.87% | 491 | +1,605 | 3.04% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 54,424 | 33,432 | 0.33% | 0.39% | 492 | -8,718 | -13.81% | Q4 2025 | Feb 13, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 54,388 | 33,410 | 6.82% | 7.22% | 493 | -218 | -0.4% | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 54,333 | 33,377 | 0.2% | 0.17% | 494 | +7,771 | 16.69% | Q4 2025 | Feb 09, 2026 |
| Callan Family Office, LLC | History | Added to | 54,205 | 33,298 | 0.72% | 0.21% | 495 | +43,488 | 405.79% | Q4 2025 | Feb 12, 2026 |
| Braeburn Wealth Management LLC | History | New | 54,183 | 33,284 | 17.0% | — | 496 | +54,183 | New | Q4 2025 | Feb 18, 2026 |
| Twin Tree Management, LP | History | New | 54,105 | 33,237 | 0.29% | — | 497 | +54,105 | New | Q4 2025 | Feb 11, 2026 |
| VestGen Advisors, LLC | History | Reduced | 53,939 | 33,135 | 1.41% | 3.58% | 498 | -125,237 | -69.9% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Added to | 53,925 | 33,126 | 0.18% | 0.18% | 499 | +1,211 | 2.3% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 53,912 | 33,119 | 0.05% | 0.04% | 500 | +5,310 | 10.93% | Q4 2025 | Feb 05, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 53,892 | 33,106 | 9.82% | 9.89% | 501 | +63 | 0.12% | Q4 2025 | Jan 12, 2026 |
| CHOREO, LLC | History | Added to | 53,158 | 32,968 | 0.42% | 0.41% | 502 | +217 | 0.41% | Q4 2025 | Jan 23, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 53,495 | 32,862 | 0.06% | 0.08% | 503 | -18,043 | -25.22% | Q4 2025 | Feb 12, 2026 |
| Davidson Capital Management Inc. | History | Added to | 53,487 | 32,857 | 7.11% | 7.06% | 504 | +864 | 1.64% | Q4 2025 | Jan 28, 2026 |
| Redwood Investment Management, LLC | History | Added to | 53,351 | 32,774 | 3.68% | 3.3% | 505 | +2,651 | 5.23% | Q4 2025 | Feb 17, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Added to | 53,233 | 32,701 | 10.23% | 10.03% | 506 | +218 | 0.41% | Q4 2025 | Jan 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 52,774 | 32,420 | 0.56% | 0.5% | 507 | +10,119 | 23.72% | Q4 2025 | Feb 19, 2026 |
| Banco Santander, S.A. | History | New | 52,733 | 32,394 | 0.24% | — | 508 | +52,733 | New | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 52,705 | 32,377 | 0.76% | 0.77% | 509 | -507 | -0.95% | Q4 2025 | Feb 12, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 52,544 | 32,278 | 18.74% | 18.75% | 510 | -1,559 | -2.88% | Q4 2025 | Jan 07, 2026 |
| AJ Advisors, LLC | History | Added to | 52,392 | 32,184 | 11.88% | 12.35% | 511 | +2,123 | 4.22% | Q4 2025 | Jan 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 52,302 | 32,129 | 1.69% | 1.79% | 512 | +4,359 | 9.09% | Q4 2025 | Jan 26, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 52,227 | 32,083 | 0.71% | 0.74% | 513 | -2,609 | -4.76% | Q4 2025 | Feb 04, 2026 |
| Financial Life Planners | History | Added to | 52,111 | 32,012 | 22.98% | 20.54% | 514 | +1,183 | 2.32% | Q4 2025 | Jan 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 52,049 | 31,974 | 1.46% | 1.62% | 515 | -5,520 | -9.59% | Q4 2025 | Feb 13, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 51,964 | 31,921 | 6.9% | 6.84% | 516 | +247 | 0.48% | Q4 2025 | Jan 26, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 51,219 | 31,464 | 5.67% | 5.87% | 517 | -1,765 | -3.33% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 51,066 | 31,370 | 0.11% | 0.1% | 518 | +5,890 | 13.04% | Q4 2025 | Feb 06, 2026 |
| SCS Capital Management LLC | History | Reduced | 51,044 | 31,356 | 0.33% | 0.34% | 519 | -1,350 | -2.58% | Q4 2025 | Feb 10, 2026 |
| TTP Investments, Inc. | History | Reduced | 50,994 | 31,325 | 10.22% | 10.96% | 520 | -11,419 | -18.3% | Q4 2025 | Jan 28, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 50,945 | 31,296 | 3.33% | 3.32% | 521 | +27 | 0.05% | Q4 2025 | Feb 18, 2026 |
| AtlasMark Financial, Inc | History | Added to | 50,930 | 31,286 | 20.21% | 20.04% | 522 | +1,000 | 2.0% | Q4 2025 | Apr 22, 2026 |
| Resolute Advisors LLC | History | Reduced | 50,898 | 31,267 | 10.2% | 7.94% | 523 | -559 | -1.09% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 50,819 | 31,218 | 1.9% | 2.07% | 524 | -3,124 | -5.79% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 50,322 | 30,913 | 0.04% | 0.0% | 525 | +45,777 | 1007.19% | Q4 2025 | Feb 13, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 50,303 | 30,901 | 7.73% | 0.12% | 526 | +49,570 | 6762.62% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 50,082 | 30,765 | 0.23% | 0.18% | 527 | +11,954 | 31.35% | Q4 2025 | Feb 12, 2026 |
| Ground Swell Capital, LLC | History | New | 50,000 | 30,715 | 63.21% | — | 528 | +50,000 | New | Q4 2025 | Feb 04, 2026 |
| KOTLER KEVIN | History | New | 50,000 | 30,715 | 7.18% | — | 529 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| Union Square Park Capital Management, LLC | History | Added to | 50,000 | 30,715 | 14.77% | 5.34% | 530 | +25,000 | 100.0% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 49,960 | 30,691 | 0.56% | 0.56% | 531 | -761 | -1.5% | Q4 2025 | Feb 11, 2026 |
| FineMark National Bank & Trust | History | Added to | 49,925 | 30,669 | 0.96% | 0.93% | 532 | +2,517 | 5.31% | Q4 2025 | Feb 12, 2026 |
| Fairfield Financial Advisors, LTD | History | Reduced | 49,763 | 30,569 | 9.96% | 10.13% | 533 | -332 | -0.66% | Q4 2025 | Feb 02, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 49,521 | 30,421 | 5.81% | 5.84% | 534 | +356 | 0.72% | Q4 2025 | Jan 21, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 49,031 | 30,119 | 2.46% | 2.61% | 535 | -1,149 | -2.29% | Q4 2025 | Jan 23, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 49,017 | 30,111 | 5.76% | 5.37% | 536 | +4,175 | 9.31% | Q4 2025 | Jan 21, 2026 |
| Fore Capital, LLC | History | Added to | 49,000 | 30,101 | 9.84% | 7.41% | 537 | +6,000 | 13.95% | Q4 2025 | Feb 11, 2026 |
| KWMG, LLC | History | Reduced | 48,948 | 30,068 | 2.59% | 2.68% | 538 | -1,991 | -3.91% | Q4 2025 | Jan 16, 2026 |
| BANTA ASSET MANAGEMENT LP | History | New | 48,777 | 29,964 | 27.32% | — | 539 | +48,777 | New | Q4 2025 | Feb 09, 2026 |
| Cercano Management LLC | History | Reduced | 48,739 | 29,940 | 1.13% | 1.31% | 540 | -8,212 | -14.42% | Q4 2025 | Feb 10, 2026 |
| Avestar Capital, LLC | History | Reduced | 48,555 | 29,828 | 1.93% | 2.38% | 541 | -11,902 | -19.69% | Q4 2025 | Feb 10, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 48,556 | 29,828 | 12.49% | 12.76% | 542 | -602 | -1.22% | Q4 2025 | Jan 21, 2026 |
| American Trust | History | Added to | 48,495 | 29,790 | 2.5% | 2.41% | 543 | +877 | 1.84% | Q4 2025 | Feb 17, 2026 |
| Virtue Capital Management, LLC | History | Added to | 48,429 | 29,692 | 4.58% | 0.03% | 544 | +39,458 | 439.84% | Q4 2025 | Feb 18, 2026 |
| RFG Advisory, LLC | History | Reduced | 47,902 | 29,426 | 0.55% | 0.74% | 545 | -11,774 | -19.73% | Q4 2025 | Feb 03, 2026 |
| Wealth Group Ltd | History | Added to | 47,891 | 29,419 | 6.58% | 5.54% | 546 | +7,993 | 20.03% | Q4 2025 | Jan 12, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 47,852 | 29,395 | 2.65% | 2.68% | 547 | -461 | -0.95% | Q4 2025 | Feb 12, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 47,434 | 29,139 | 6.65% | 5.99% | 548 | -297 | -0.62% | Q4 2025 | Feb 02, 2026 |
| CDC Financial, Inc. | History | New | 47,500 | 29,053 | 13.6% | — | 549 | +47,500 | New | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 46,954 | 28,844 | 1.71% | 1.74% | 550 | +18 | 0.04% | Q4 2025 | Feb 10, 2026 |
| Sanchez Wealth Management Group | History | Reduced | 46,812 | 28,756 | 6.15% | 6.78% | 551 | -4,009 | -7.89% | Q4 2025 | Feb 04, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 46,767 | 28,729 | 3.91% | 3.93% | 552 | +858 | 1.87% | Q4 2025 | Jan 21, 2026 |
| BostonPremier Wealth LLC | History | Added to | 46,701 | 28,689 | 14.7% | 11.06% | 553 | +9,592 | 25.85% | Q4 2025 | Jan 13, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 46,658 | 28,662 | 7.73% | 7.22% | 554 | +2,727 | 6.21% | Q4 2025 | Feb 02, 2026 |
| Amundi | History | Reduced | 46,621 | 28,639 | 0.01% | 0.02% | 555 | -65,287 | -58.34% | Q4 2025 | Feb 17, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Added to | 64,559 | 28,627 | 2.78% | 3.48% | 556 | +9,559 | 17.38% | Q4 2025 | Feb 13, 2026 |
| Diesslin Group, Inc. | History | New | 46,440 | 28,528 | 11.34% | — | 557 | +46,440 | New | Q4 2025 | Feb 25, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 46,432 | 28,523 | 0.41% | 0.4% | 558 | +1,553 | 3.46% | Q4 2025 | Feb 09, 2026 |
| BALANCED WEALTH GROUP LLC | History | Reduced | 47,199 | 28,472 | 10.42% | 11.42% | 559 | -356 | -0.75% | Q4 2025 | Jan 13, 2026 |
| Darrow Company, Inc. | History | Added to | 46,260 | 28,418 | 12.77% | 13.0% | 560 | +41 | 0.09% | Q4 2025 | Jan 27, 2026 |
| Scott Capital Advisors, LLC | History | Reduced | 46,126 | 28,335 | 6.28% | 6.45% | 561 | -488 | -1.05% | Q4 2025 | Jan 12, 2026 |
| Hudock, Inc. | History | Reduced | 46,115 | 28,329 | 4.17% | 4.28% | 562 | -812 | -1.73% | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 45,978 | 28,244 | 1.3% | 1.26% | 563 | +481 | 1.06% | Q4 2025 | Feb 17, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 45,972 | 28,240 | 6.04% | 6.01% | 564 | +2,514 | 5.78% | Q4 2025 | Feb 10, 2026 |
| BURNS J W & CO INC/NY | History | Reduced | 45,959 | 28,232 | 3.13% | 3.16% | 565 | -585 | -1.26% | Q4 2025 | Jan 12, 2026 |
| Balance Wealth, LLC | History | Reduced | 45,849 | 28,165 | 9.04% | 17.5% | 566 | -72,161 | -61.15% | Q4 2025 | Jan 21, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 45,798 | 28,133 | 1.29% | 1.3% | 567 | -389 | -0.84% | Q4 2025 | Jan 29, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 45,576 | 27,998 | 4.88% | 4.84% | 568 | +903 | 2.02% | Q4 2025 | Feb 02, 2026 |
| Archer Investment Corp | History | Reduced | 45,497 | 27,949 | 6.3% | 6.54% | 569 | -2,769 | -5.74% | Q4 2025 | Jan 30, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 45,471 | 27,933 | 1.35% | 1.26% | 570 | +1,921 | 4.41% | Q4 2025 | Jan 20, 2026 |
| New Perspectives, Inc | History | Reduced | 45,106 | 27,709 | 9.61% | 12.4% | 571 | -1,046 | -2.27% | Q4 2025 | Jan 28, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 45,065 | 27,683 | 2.32% | 2.29% | 572 | +850 | 1.92% | Q4 2025 | Jan 12, 2026 |
| Fairway Wealth LLC | History | Added to | 44,870 | 27,563 | 7.43% | 7.52% | 573 | +223 | 0.5% | Q4 2025 | Jan 28, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 44,868 | 27,562 | 2.83% | 2.76% | 574 | +2,043 | 4.77% | Q4 2025 | Feb 06, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 44,300 | 27,547 | 4.62% | 5.06% | 575 | -2,433 | -5.21% | Q4 2025 | Feb 06, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 44,808 | 27,525 | 2.77% | 3.62% | 576 | -76 | -0.17% | Q4 2025 | Jan 12, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 44,663 | 27,524 | 1.78% | 1.89% | 577 | +166 | 0.37% | Q4 2025 | Jan 23, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 44,793 | 27,516 | 0.46% | 0.31% | 578 | +14,507 | 47.9% | Q4 2025 | Feb 03, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 44,735 | 27,481 | 0.56% | 0.52% | 579 | +6,968 | 18.45% | Q4 2025 | Feb 03, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 44,534 | 27,357 | 0.42% | 0.43% | 580 | +674 | 1.54% | Q4 2025 | Feb 12, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 44,536 | 27,306 | 7.96% | 8.78% | 581 | -299 | -0.67% | Q4 2025 | Jan 06, 2026 |
| GenWealth Group, Inc. | History | Added to | 43,713 | 27,251 | 4.65% | 4.66% | 582 | +2,052 | 4.93% | Q4 2025 | Jan 12, 2026 |
| Vontobel Holding Ltd. | History | Added to | 44,305 | 27,217 | 0.09% | 0.08% | 583 | +333 | 0.76% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 44,161 | 27,128 | 7.89% | 8.28% | 584 | +2,300 | 5.49% | Q4 2025 | Feb 11, 2026 |
| Sachetta, LLC | History | Reduced | 44,158 | 27,126 | 14.85% | 10.22% | 585 | -1,572 | -3.44% | Q4 2025 | Feb 02, 2026 |
| MIG Capital, LLC | History | No change | 44,019 | 27,041 | 4.59% | 3.84% | 586 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investidor Profissional Gestao de Recursos Ltda. | History | Reduced | 44,000 | 27,029 | 16.21% | 20.02% | 587 | -29,700 | -40.3% | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 43,943 | 26,994 | 0.23% | 0.19% | 588 | +2,822 | 6.86% | Q4 2025 | Jan 05, 2026 |
| Asset One Wealth Management LLC | History | New | 43,072 | 26,969 | 3.69% | — | 589 | +43,072 | New | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 43,849 | 26,936 | 0.13% | — | 590 | +43,849 | New | Q4 2025 | Feb 17, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 43,435 | 26,682 | 0.99% | 0.99% | 591 | +293 | 0.68% | Q4 2025 | Jan 28, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 43,392 | 26,656 | 17.53% | 18.08% | 592 | -955 | -2.15% | Q4 2025 | Jan 27, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 43,347 | 26,628 | 9.81% | 7.73% | 593 | +9,012 | 26.25% | Q4 2025 | Jan 15, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 43,328 | 26,616 | 6.04% | 6.02% | 594 | -307 | -0.7% | Q4 2025 | Jan 14, 2026 |
| Foster Group, Inc. | History | Reduced | 43,142 | 26,502 | 0.8% | 0.81% | 595 | -72 | -0.17% | Q4 2025 | Jan 12, 2026 |
| KilterHowling LLC | History | Added to | 42,893 | 26,349 | 13.36% | 14.13% | 596 | +625 | 1.48% | Q4 2025 | Feb 13, 2026 |
| QVT Financial LP | History | Reduced | 42,810 | 26,298 | 2.26% | 3.34% | 597 | -36,061 | -45.72% | Q4 2025 | Feb 13, 2026 |
| Platt Investment Counsel, LLC | History | Reduced | 42,755 | 26,264 | 19.41% | 20.41% | 598 | -403 | -0.93% | Q4 2025 | Jan 07, 2026 |
| CRA Financial Services, LLC | History | Added to | 42,735 | 26,252 | 3.44% | 3.47% | 599 | +485 | 1.15% | Q4 2025 | Jan 16, 2026 |
| Garde Capital, Inc. | History | Reduced | 42,662 | 26,207 | 1.55% | 1.28% | 600 | -1,106 | -2.53% | Q4 2025 | Feb 10, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 42,638 | 26,192 | 4.04% | 3.87% | 601 | +5,491 | 14.78% | Q4 2025 | Jan 15, 2026 |
| Rye Brook Capital LLC | History | Reduced | 42,555 | 26,143 | 24.43% | 14.08% | 602 | -2,550 | -5.65% | Q4 2025 | Jan 27, 2026 |
| CERTUITY, LLC | History | Reduced | 42,250 | 25,954 | 1.63% | 1.75% | 603 | -320 | -0.75% | Q4 2025 | Jan 30, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 41,898 | 25,892 | 0.77% | 0.45% | 604 | +30,101 | 255.16% | Q4 2025 | Feb 13, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 41,906 | 25,743 | 9.68% | 7.88% | 605 | +9,163 | 27.98% | Q4 2025 | Feb 05, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 41,825 | 25,693 | 1.26% | 1.3% | 606 | -886 | -2.07% | Q4 2025 | Jan 07, 2026 |
| Parisi Gray Wealth Management | History | Added to | 41,768 | 25,658 | 5.82% | 6.49% | 607 | +224 | 0.54% | Q4 2025 | Jan 07, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 41,480 | 25,481 | 5.85% | 6.24% | 608 | -960 | -2.26% | Q4 2025 | Feb 05, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 41,247 | 25,338 | 0.83% | 0.9% | 609 | -1,990 | -4.6% | Q4 2025 | Feb 03, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 41,245 | 25,337 | 0.66% | 0.66% | 610 | +4,713 | 12.9% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 41,018 | 25,197 | 1.31% | 1.36% | 611 | -117 | -0.28% | Q4 2025 | Feb 05, 2026 |
| Nuveen, LLC | History | New | 41,000 | 25,186 | 0.01% | — | 612 | +41,000 | New | Q4 2025 | Feb 12, 2026 |
| SPINNAKER TRUST | History | Added to | 40,931 | 25,143 | 1.35% | 1.35% | 613 | +452 | 1.12% | Q4 2025 | Feb 10, 2026 |
| MidFirst Bank | History | New | 40,781 | 25,052 | 2.0% | — | 614 | +40,781 | New | Q4 2025 | Feb 25, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 40,627 | 24,957 | 0.61% | 0.64% | 615 | -727 | -1.76% | Q4 2025 | Jan 29, 2026 |
| KPP Advisory Services LLC | History | Reduced | 40,581 | 24,929 | 3.62% | 3.68% | 616 | -814 | -1.97% | Q4 2025 | Feb 02, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 40,012 | 24,916 | 0.61% | 0.62% | 617 | +2,322 | 6.16% | Q4 2025 | Jan 28, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 40,507 | 24,883 | 4.8% | 4.76% | 618 | -225 | -0.55% | Q4 2025 | Feb 11, 2026 |
| Asset Management Group, Inc. | History | Added to | 40,299 | 24,756 | 4.0% | 3.96% | 619 | +12 | 0.03% | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 40,182 | 24,684 | 0.91% | 0.75% | 620 | +1,991 | 5.21% | Q4 2025 | Jan 30, 2026 |
| WS MANAGEMENT LLLP | History | New | 40,000 | 24,572 | 2.01% | — | 621 | +40,000 | New | Q4 2025 | Feb 17, 2026 |
| Polymer Capital Management (US) LLC | History | New | 40,000 | 24,572 | 2.58% | — | 623 | +40,000 | New | Q4 2025 | Feb 17, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 40,000 | 24,572 | 1.89% | 1.51% | 622 | +10,000 | 33.33% | Q4 2025 | Feb 03, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Reduced | 39,980 | 24,560 | 13.52% | 13.46% | 624 | -151 | -0.38% | Q4 2025 | Jan 22, 2026 |
| JT Stratford LLC | History | Added to | 39,884 | 24,501 | 3.15% | 2.68% | 625 | +6,588 | 19.79% | Q4 2025 | Feb 12, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 39,790 | 24,443 | 0.63% | 2.01% | 626 | -60,839 | -60.46% | Q4 2025 | Feb 17, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 39,783 | 24,439 | 6.98% | 7.59% | 627 | -19 | -0.05% | Q4 2025 | Jan 12, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 39,764 | 24,428 | 2.99% | 3.0% | 628 | +964 | 2.48% | Q4 2025 | Jan 07, 2026 |
| Penserra Capital Management LLC | History | Reduced | 39,731 | 24,407 | 0.29% | 0.48% | 629 | -27,248 | -40.68% | Q4 2025 | Feb 12, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 39,721 | 24,400 | 15.62% | 15.61% | 630 | -766 | -1.89% | Q4 2025 | Jan 28, 2026 |
| EQUITABLE TRUST CO | History | Added to | 39,650 | 24,357 | 1.09% | 1.09% | 631 | +72 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Capital Management Associates, Inc | History | Added to | 39,600 | 24,326 | 5.38% | 6.14% | 632 | +1,742 | 4.6% | Q4 2025 | Jan 21, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 39,463 | 24,242 | 5.68% | 4.65% | 633 | +11,987 | 43.63% | Q4 2025 | Feb 10, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 39,380 | 24,191 | 1.7% | 1.76% | 634 | +894 | 2.32% | Q4 2025 | Jan 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 38,864 | 23,874 | 0.5% | 0.54% | 635 | +171 | 0.44% | Q4 2025 | Feb 03, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 38,676 | 23,759 | 0.47% | 0.48% | 636 | -1,626 | -4.03% | Q4 2025 | Feb 05, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 38,673 | 23,757 | 0.7% | 0.7% | 637 | +750 | 1.98% | Q4 2025 | Jan 23, 2026 |
| Wealth Quarterback LLC | History | Added to | 38,557 | 23,686 | 8.53% | 6.87% | 638 | +8,970 | 30.32% | Q4 2025 | Jan 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 38,479 | 23,638 | 1.83% | 1.61% | 639 | +258 | 0.68% | Q4 2025 | Jan 23, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Reduced | 38,448 | 23,619 | 11.39% | 11.99% | 640 | -135 | -0.35% | Q4 2025 | Jan 22, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Added to | 38,430 | 23,607 | 17.54% | 11.1% | 641 | +11,741 | 43.99% | Q4 2025 | Feb 04, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 38,127 | 23,421 | 1.56% | 1.53% | 642 | +1,128 | 3.05% | Q4 2025 | Feb 20, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 38,044 | 23,370 | 4.97% | 1.02% | 643 | +30,854 | 429.12% | Q4 2025 | Feb 17, 2026 |
| SOL Capital Management CO | History | Added to | 37,990 | 23,338 | 2.1% | 1.99% | 644 | +931 | 2.51% | Q4 2025 | Jan 30, 2026 |
| SAM Advisors, LLC | History | Reduced | 37,924 | 23,297 | 7.37% | 7.54% | 645 | -1,026 | -2.63% | Q4 2025 | Feb 12, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 37,900 | 23,282 | 0.34% | 0.37% | 646 | -3,464 | -8.37% | Q4 2025 | Feb 17, 2026 |
| Bank Pictet & Cie (Europe) AG | History | Reduced | 37,941 | 23,213 | 0.46% | 0.59% | 647 | -11,090 | -22.62% | Q4 2025 | Jan 16, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 37,636 | 23,120 | 1.74% | 1.78% | 648 | -828 | -2.15% | Q4 2025 | Jan 27, 2026 |
| PFG Investments, LLC | History | Added to | 37,435 | 22,996 | 1.08% | 1.0% | 649 | +5,350 | 16.67% | Q4 2025 | Jan 26, 2026 |
| VVR Holdings LLC | History | New | 37,257 | 22,887 | 11.9% | — | 650 | +37,257 | New | Q4 2025 | Feb 11, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Reduced | 37,087 | 22,783 | 16.95% | 17.12% | 651 | -90 | -0.24% | Q4 2025 | Jan 27, 2026 |
| Family Capital Management, Inc. | History | Added to | 36,863 | 22,645 | 10.06% | 10.48% | 652 | +294 | 0.8% | Q4 2025 | Jan 27, 2026 |
| Yeomans Consulting Group, Inc. | History | Added to | 36,854 | 22,639 | 6.63% | 6.15% | 653 | +7,295 | 24.68% | Q4 2025 | Jan 07, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 36,814 | 22,615 | 2.1% | 2.12% | 654 | -381 | -1.02% | Q4 2025 | Feb 11, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 36,681 | 22,533 | 10.56% | 9.9% | 655 | +1,613 | 4.6% | Q4 2025 | Jan 26, 2026 |
| Savvy Advisors, Inc. | History | Added to | 36,766 | 22,526 | 0.73% | 0.73% | 656 | +10,307 | 38.95% | Q4 2025 | Jan 20, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 36,544 | 22,449 | 6.12% | 6.06% | 657 | -1,158 | -3.07% | Q4 2025 | Feb 17, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 36,540 | 22,446 | 11.48% | — | 658 | +36,540 | New | Q4 2025 | Mar 11, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 36,400 | 22,360 | 1.29% | 1.31% | 659 | -11 | -0.03% | Q4 2025 | Jan 22, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 36,033 | 22,135 | 0.73% | 0.74% | 660 | +1,690 | 4.92% | Q4 2025 | Jan 30, 2026 |
| JBF Capital, Inc. | History | Reduced | 36,000 | 22,115 | 3.19% | 3.91% | 661 | -10,000 | -21.74% | Q4 2025 | Feb 12, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 35,802 | 21,993 | 3.79% | 4.02% | 662 | +72 | 0.2% | Q4 2025 | Jan 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 35,775 | 21,977 | 0.67% | 1.11% | 663 | -24,733 | -40.88% | Q4 2025 | Feb 11, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 35,757 | 21,965 | 6.56% | 6.81% | 664 | -110 | -0.31% | Q4 2025 | Jan 26, 2026 |
| Apella Capital, LLC | History | Reduced | 35,719 | 21,942 | 0.43% | 0.51% | 665 | -2,161 | -5.7% | Q4 2025 | Jan 21, 2026 |
| Truvestments Capital LLC | History | Reduced | 35,629 | 21,887 | 3.98% | 4.06% | 666 | -1,759 | -4.7% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 35,606 | 21,873 | 1.29% | 1.38% | 667 | +1,804 | 5.34% | Q4 2025 | Feb 10, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 35,466 | 21,787 | 5.24% | 5.29% | 668 | -865 | -2.38% | Q4 2025 | Jan 29, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 35,344 | 21,720 | 8.94% | — | 669 | +35,344 | New | Q4 2025 | Jan 22, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 35,238 | 21,646 | 11.49% | — | 670 | +35,238 | New | Q4 2025 | Feb 13, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 35,229 | 21,641 | 6.91% | 6.83% | 671 | +167 | 0.48% | Q4 2025 | Jan 21, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Reduced | 35,189 | 21,616 | 3.37% | 4.06% | 672 | -2,705 | -7.14% | Q4 2025 | Jan 29, 2026 |
| FWG Holdings, LLC | History | No change | 33,950 | 21,584 | 8.19% | 9.31% | 673 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 35,104 | 21,565 | 1.34% | 1.2% | 674 | +7,333 | 26.41% | Q4 2025 | Feb 11, 2026 |
| Eagle Capital Management, LLC | History | Added to | 35,027 | 21,517 | 7.83% | 7.95% | 675 | +2 | 0.01% | Q4 2025 | Jan 12, 2026 |
| CANTOR FITZGERALD, L. P. | History | No change | 35,000 | 21,500 | 0.33% | 0.2% | 676 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 34,962 | 21,477 | 6.58% | 6.5% | 677 | +1,203 | 3.56% | Q4 2025 | Jan 20, 2026 |
| NewEdge Wealth, LLC | History | Added to | 40,561 | 21,461 | 0.24% | 0.22% | 678 | +15,516 | 61.95% | Q4 2025 | Feb 03, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 34,780 | 21,365 | 5.63% | 5.23% | 679 | +1,029 | 3.05% | Q4 2025 | Feb 10, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 34,679 | 21,303 | 1.53% | 1.54% | 680 | -93 | -0.27% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 34,643 | 21,282 | 0.03% | 0.03% | 681 | +807 | 2.39% | Q4 2025 | Feb 10, 2026 |
| TrustBank | History | New | 34,612 | 21,262 | 8.87% | — | 682 | +34,612 | New | Q4 2025 | Feb 09, 2026 |
| StoneX Group Inc. | History | Reduced | 34,309 | 21,116 | 0.92% | 1.34% | 683 | -16,978 | -33.1% | Q4 2025 | Feb 12, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 34,312 | 21,078 | 8.9% | 8.55% | 684 | +451 | 1.33% | Q4 2025 | Jan 22, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 34,285 | 21,061 | 3.89% | 4.32% | 685 | -5,552 | -13.94% | Q4 2025 | Jan 27, 2026 |
| CV Advisors LLC | History | New | 34,250 | 21,040 | 5.37% | — | 686 | +34,250 | New | Q4 2025 | Jan 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 34,152 | 20,980 | 0.26% | 0.28% | 687 | -6,439 | -15.86% | Q4 2025 | Feb 11, 2026 |
| Gouws Capital LLC | History | Reduced | 34,123 | 20,962 | 11.08% | 14.86% | 688 | -10,896 | -24.2% | Q4 2025 | Feb 02, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 34,082 | 20,936 | 0.47% | 0.47% | 689 | +1,147 | 3.48% | Q4 2025 | Jan 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 33,561 | 20,616 | 0.11% | 0.11% | 690 | +2,752 | 8.93% | Q4 2025 | Feb 11, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 33,472 | 20,562 | 7.6% | 6.33% | 691 | +4,436 | 15.28% | Q4 2025 | Jan 21, 2026 |
| AlphaCore Capital LLC | History | Added to | 33,392 | 20,512 | 0.46% | 0.37% | 692 | +14,846 | 80.05% | Q4 2025 | Feb 05, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 33,327 | 20,473 | 2.16% | 2.2% | 693 | +45 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 33,180 | 20,383 | 2.3% | 2.21% | 694 | +624 | 1.92% | Q4 2025 | Jan 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 33,137 | 20,356 | 0.77% | 0.8% | 695 | -1,336 | -3.88% | Q4 2025 | Feb 17, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 33,113 | 20,352 | 0.17% | 0.21% | 696 | +1,066 | 3.33% | Q4 2025 | Jan 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 33,080 | 20,321 | 0.71% | 0.58% | 697 | +4,793 | 16.94% | Q4 2025 | Feb 13, 2026 |
| Momentum Wealth Planning, LLC | History | Added to | 31,800 | 20,223 | 15.78% | 14.22% | 698 | +1,403 | 4.62% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | Added to | 32,917 | 20,221 | 0.04% | 0.04% | 699 | +5,023 | 18.01% | Q4 2025 | Jan 23, 2026 |
| Red Wave Investments LLC | History | Reduced | 32,903 | 20,212 | 6.01% | 6.16% | 700 | -527 | -1.58% | Q4 2025 | Feb 06, 2026 |
| Connective Capital Management, LLC | History | Added to | 32,694 | 20,084 | 11.8% | 13.39% | 701 | +8,400 | 34.58% | Q4 2025 | Feb 19, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 31,982 | 20,041 | 2.54% | 2.58% | 702 | -402 | -1.24% | Q4 2025 | Jan 14, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 32,615 | 20,035 | 0.56% | 0.83% | 703 | +10,546 | 47.79% | Q4 2025 | Feb 10, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 32,588 | 20,018 | 1.36% | 4.63% | 704 | +10,991 | 50.89% | Q4 2025 | Feb 17, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 32,466 | 19,944 | 3.2% | 3.21% | 705 | +545 | 1.71% | Q4 2025 | Feb 04, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 32,327 | 19,858 | 5.84% | 6.06% | 706 | -78 | -0.24% | Q4 2025 | Jan 21, 2026 |
| Destiny Capital Corp/CO | History | Added to | 32,266 | 19,821 | 10.2% | 10.33% | 707 | +708 | 2.24% | Q4 2025 | Jan 23, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 32,242 | 19,806 | 6.53% | 6.65% | 708 | +142 | 0.44% | Q4 2025 | Feb 05, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 32,103 | 19,721 | 1.81% | 1.83% | 709 | -242 | -0.75% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 31,952 | 19,628 | 1.39% | 1.72% | 710 | -8,222 | -20.47% | Q4 2025 | Jan 27, 2026 |
| Quattro Advisors LLC | History | New | 31,899 | 19,595 | 15.67% | — | 711 | +31,899 | New | Q4 2025 | Feb 13, 2026 |
| JB Capital LLC | History | Added to | 31,852 | 19,567 | 0.8% | 0.82% | 712 | +317 | 1.01% | Q4 2025 | Jan 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 31,791 | 19,529 | 0.07% | 0.07% | 713 | -2,949 | -8.49% | Q4 2025 | Jan 30, 2026 |
| Kelsey Financial, LLC | History | New | 31,687 | 19,465 | 16.72% | — | 714 | +31,687 | New | Q4 2025 | Jan 23, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 31,564 | 19,389 | 6.67% | 6.53% | 715 | +475 | 1.53% | Q4 2025 | Feb 09, 2026 |
| David J Yvars Group | History | Added to | 32,231 | 19,319 | 10.28% | 9.14% | 716 | +3,818 | 13.44% | Q4 2025 | Jan 12, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 31,445 | 19,317 | 5.65% | — | 717 | +31,445 | New | Q4 2025 | Mar 19, 2026 |
| Prostatis Group LLC | History | Reduced | 31,413 | 19,297 | 4.61% | 4.87% | 718 | -932 | -2.88% | Q4 2025 | Feb 17, 2026 |
| ICG Advisors, LLC | History | New | 31,282 | 19,273 | 52.08% | — | 719 | +31,282 | New | Q4 2025 | Jan 28, 2026 |
| Fox Financial, Inc | History | Reduced | 31,284 | 19,217 | 15.32% | 15.46% | 720 | -1,088 | -3.36% | Q4 2025 | Feb 09, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 31,252 | 19,198 | 5.05% | 5.56% | 721 | -705 | -2.21% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 31,252 | 19,198 | 1.24% | 1.28% | 722 | -444 | -1.4% | Q4 2025 | Feb 03, 2026 |
| Grandview Asset Management LLC | History | Added to | 31,244 | 19,193 | 5.26% | 4.81% | 723 | +2,752 | 9.66% | Q4 2025 | Jan 26, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 31,225 | 19,181 | 1.19% | 1.13% | 724 | +39 | 0.13% | Q4 2025 | Jan 21, 2026 |
| Kropog Financial Group, LLC | History | Added to | 31,195 | 19,163 | 14.84% | 15.25% | 725 | +185 | 0.6% | Q4 2025 | Feb 05, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 31,189 | 19,159 | 2.45% | 2.52% | 726 | -584 | -1.84% | Q4 2025 | Feb 04, 2026 |
| E&G Advisors, LP | History | Added to | 31,131 | 19,124 | 4.28% | 4.21% | 727 | +1,027 | 3.41% | Q4 2025 | Jan 23, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 31,130 | 19,123 | 3.68% | 3.74% | 728 | -80 | -0.26% | Q4 2025 | Jan 16, 2026 |
| Avondale Wealth Management | History | Reduced | 31,022 | 19,057 | 9.8% | 10.66% | 729 | -2,301 | -6.91% | Q4 2025 | Feb 17, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 30,911 | 19,049 | 2.48% | 3.84% | 730 | -15,931 | -34.01% | Q4 2025 | Jan 23, 2026 |
| Lee Financial Co | History | Reduced | 31,008 | 19,048 | 2.57% | 2.39% | 731 | -675 | -2.13% | Q4 2025 | Jan 22, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 40,453 | 19,016 | 3.27% | — | 732 | +40,453 | New | Q4 2025 | Feb 10, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 30,788 | 18,913 | 7.74% | 8.09% | 733 | +742 | 2.47% | Q4 2025 | Jan 26, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 30,646 | 18,876 | 5.15% | 5.15% | 734 | +873 | 2.93% | Q4 2025 | Jan 28, 2026 |
| Bensler, LLC | History | Added to | 30,670 | 18,840 | 1.89% | 1.83% | 735 | +1,301 | 4.43% | Q4 2025 | Feb 04, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 30,579 | 18,784 | 7.88% | 7.96% | 736 | -285 | -0.92% | Q4 2025 | Feb 04, 2026 |
| Founders Capital Management | History | Reduced | 30,509 | 18,741 | 9.73% | 9.75% | 737 | -136 | -0.44% | Q4 2025 | Jan 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 30,495 | 18,733 | 0.95% | 0.83% | 738 | +3,794 | 14.21% | Q4 2025 | Feb 03, 2026 |
| MGB Wealth Management, LLC | History | Added to | 30,432 | 18,707 | 5.35% | 5.01% | 739 | +895 | 3.03% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | Added to | 29,996 | 18,700 | 0.2% | 0.2% | 740 | +565 | 1.92% | Q4 2025 | Jan 26, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 30,410 | 18,681 | 2.61% | 2.69% | 741 | -690 | -2.22% | Q4 2025 | Feb 17, 2026 |
| Crew Capital Management, Ltd | History | Added to | 30,408 | 18,679 | 11.76% | 11.72% | 742 | +1,220 | 4.18% | Q4 2025 | Jan 16, 2026 |
| RD Finance Ltd | History | New | 30,350 | 18,644 | 18.85% | — | 743 | +30,350 | New | Q4 2025 | Feb 03, 2026 |
| INTRUST BANK NA | History | Reduced | 30,322 | 18,627 | 1.54% | 1.52% | 744 | -134 | -0.44% | Q4 2025 | Feb 06, 2026 |
| Chaney Capital Management, Inc. | History | Added to | 30,234 | 18,573 | 6.41% | 6.43% | 745 | +57 | 0.19% | Q4 2025 | Jan 27, 2026 |
| Rathbones Group PLC | History | Added to | 30,226 | 18,568 | 0.07% | 0.07% | 746 | +1,588 | 5.55% | Q4 2025 | Feb 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 30,192 | 18,547 | 0.24% | 0.16% | 747 | +10,708 | 54.96% | Q4 2025 | Feb 09, 2026 |
| PW Nova Financial Services LLC | History | New | 30,193 | 18,512 | 7.01% | — | 748 | +30,193 | New | Q4 2025 | Apr 09, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 30,105 | 18,492 | 2.96% | 2.94% | 749 | -583 | -1.9% | Q4 2025 | Jan 23, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 30,077 | 18,476 | 4.77% | 4.75% | 750 | +332 | 1.12% | Q4 2025 | Jan 20, 2026 |
| Cordoba Advisory Partners LLC | History | New | 30,034 | 18,450 | 4.56% | — | 751 | +30,034 | New | Q4 2025 | Feb 13, 2026 |
| Arvin Capital Management LP | History | New | 30,000 | 18,429 | 3.47% | — | 752 | +30,000 | New | Q4 2025 | Feb 13, 2026 |
| DIADEMA PARTNERS LP | History | New | 30,000 | 18,429 | 3.17% | — | 753 | +30,000 | New | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Reduced | 29,910 | 18,374 | 0.62% | 0.65% | 754 | -1,774 | -5.6% | Q4 2025 | Jan 14, 2026 |
| Cannon Capital Management, Inc. | History | New | 29,822 | 18,319 | 16.11% | — | 755 | +29,822 | New | Q4 2025 | Jan 30, 2026 |
| Invst, LLC | History | Added to | 29,772 | 18,288 | 1.99% | 2.03% | 756 | +21 | 0.07% | Q4 2025 | Feb 11, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 29,759 | 18,281 | 4.84% | 4.68% | 757 | +814 | 2.81% | Q4 2025 | Feb 06, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 29,755 | 18,278 | 4.16% | 3.76% | 758 | +3,040 | 11.38% | Q4 2025 | Jan 21, 2026 |
| Uptown Financial Advisors LLC | History | New | 29,732 | 18,264 | 13.08% | — | 759 | +29,732 | New | Q4 2025 | Jan 23, 2026 |
| Coastline Trust Co | History | Added to | 29,717 | 18,255 | 1.72% | 1.87% | 760 | +719 | 2.48% | Q4 2025 | Jan 05, 2026 |
| Thrive Capital Management, LLC | History | Added to | 29,621 | 18,196 | 4.05% | 3.07% | 761 | +9,823 | 49.62% | Q4 2025 | Feb 09, 2026 |
| Little Harbor Advisors, LLC | History | Added to | 29,614 | 18,192 | 9.38% | 7.73% | 762 | +3,836 | 14.88% | Q4 2025 | Feb 19, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 29,559 | 18,162 | 0.37% | 0.35% | 763 | -3,021 | -9.27% | Q4 2025 | Feb 05, 2026 |
| BXM Wealth LLC | History | Added to | 219,962 | 18,138 | 13.99% | 5.6% | 764 | +208,039 | 1744.85% | Q4 2025 | Jan 20, 2026 |
| Vivid Wealth Management, LLC | History | Reduced | 29,451 | 18,092 | 7.03% | 7.04% | 765 | -67 | -0.23% | Q4 2025 | Jan 30, 2026 |
| Lauer Wealth, LLC | History | Reduced | 29,111 | 18,062 | 13.41% | 12.64% | 766 | -258 | -0.88% | Q4 2025 | Jan 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 29,277 | 17,984 | 0.25% | 0.25% | 767 | -457 | -1.54% | Q4 2025 | Feb 03, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 29,228 | 17,955 | 6.33% | 6.45% | 768 | -965 | -3.2% | Q4 2025 | Jan 21, 2026 |
| DT Investment Partners, LLC | History | No change | 28,984 | 17,805 | 1.47% | 1.47% | 769 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SMITH, MOORE & CO. | History | Added to | 28,884 | 17,743 | 1.34% | 1.29% | 770 | +869 | 3.1% | Q4 2025 | Jan 23, 2026 |
| Bison Wealth, LLC | History | New | 30,427 | 17,710 | 1.99% | — | 771 | +30,427 | New | Q4 2025 | Mar 24, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 28,644 | 17,596 | 1.05% | 1.05% | 772 | -1,380 | -4.6% | Q4 2025 | Jan 20, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 28,586 | 17,560 | 0.12% | 0.12% | 773 | -470 | -1.62% | Q4 2025 | Feb 17, 2026 |
| Simmons Bank | History | Reduced | 28,554 | 17,541 | 1.17% | 1.15% | 774 | -217 | -0.75% | Q4 2025 | Feb 05, 2026 |
| ENZI WEALTH | History | Added to | 28,171 | 17,453 | 6.15% | 2.25% | 775 | +17,495 | 163.87% | Q4 2025 | Jan 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 28,380 | 17,434 | 1.17% | 1.24% | 776 | -1,605 | -5.35% | Q4 2025 | Jan 08, 2026 |
| Garner Asset Management Corp | History | Added to | 28,321 | 17,397 | 6.68% | 6.4% | 777 | +1,882 | 7.12% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 27,439 | 17,375 | 2.71% | 3.25% | 778 | -4,943 | -15.26% | Q4 2025 | Feb 02, 2026 |
| Compound Planning, Inc. | History | Reduced | 28,243 | 17,350 | 0.51% | 0.62% | 779 | -3,951 | -12.27% | Q4 2025 | Feb 19, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 28,140 | 17,286 | 0.35% | 0.37% | 780 | -708 | -2.45% | Q4 2025 | Feb 06, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 36,316 | 17,279 | 1.29% | 1.29% | 781 | -9,005 | -19.87% | Q4 2025 | Feb 17, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Reduced | 28,093 | 17,257 | 13.25% | 13.88% | 782 | -724 | -2.51% | Q4 2025 | Feb 02, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 28,078 | 17,248 | 0.31% | 0.32% | 783 | +1,203 | 4.48% | Q4 2025 | Jan 16, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 28,063 | 17,239 | 9.54% | 6.79% | 784 | +9,403 | 50.39% | Q4 2025 | Feb 17, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 28,004 | 17,203 | 2.54% | 2.6% | 785 | -182 | -0.65% | Q4 2025 | Feb 03, 2026 |
| Traction Financial Partners, LLC | History | Reduced | 27,932 | 17,158 | 10.17% | 10.35% | 786 | -14 | -0.05% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 27,831 | 17,096 | 7.52% | 8.67% | 787 | -5,252 | -15.88% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 27,735 | 17,037 | 1.87% | 1.66% | 788 | +3,334 | 13.66% | Q4 2025 | Jan 20, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 27,649 | 16,985 | 6.61% | 6.52% | 789 | +465 | 1.71% | Q4 2025 | Feb 11, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 27,578 | 16,941 | 3.23% | 3.07% | 790 | -273 | -0.98% | Q4 2025 | Feb 09, 2026 |
| Seros Financial, LLC | History | Added to | 27,523 | 16,907 | 9.92% | 9.72% | 791 | +756 | 2.82% | Q4 2025 | Feb 06, 2026 |
| jvl associates llc | History | Reduced | 27,425 | 16,847 | 5.48% | 6.02% | 792 | -2,869 | -9.47% | Q4 2025 | Jan 09, 2026 |
| Fidelis Wealth Advisors LLC | History | New | 27,311 | 16,777 | 24.32% | — | 793 | +27,311 | New | Q4 2025 | Feb 13, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 27,245 | 16,736 | 7.35% | — | 794 | +27,245 | New | Q4 2025 | Mar 10, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 27,216 | 16,718 | 0.25% | 0.27% | 795 | -61 | -0.22% | Q4 2025 | Jan 13, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 27,200 | 16,709 | 0.29% | 0.18% | 796 | +9,500 | 53.67% | Q4 2025 | Jan 16, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 26,728 | 16,678 | 1.69% | 1.76% | 797 | -527 | -1.93% | Q4 2025 | Jan 12, 2026 |
| Chris Bulman Inc | History | Added to | 27,093 | 16,644 | 7.36% | 7.28% | 798 | +2,873 | 11.86% | Q4 2025 | Jan 14, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 27,028 | 16,603 | 2.92% | 2.72% | 799 | +1,602 | 6.3% | Q4 2025 | Feb 03, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 27,001 | 16,586 | 3.22% | 3.21% | 800 | -426 | -1.55% | Q4 2025 | Jan 09, 2026 |
| Benin Management CORP | History | Added to | 26,994 | 16,582 | 3.7% | 3.76% | 801 | +509 | 1.92% | Q4 2025 | Jan 12, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 26,946 | 16,553 | 3.87% | 3.76% | 802 | +1,398 | 5.47% | Q4 2025 | Feb 05, 2026 |
| Trek Financial, LLC | History | Added to | 26,896 | 16,522 | 0.96% | 0.48% | 803 | +13,344 | 98.47% | Q4 2025 | Feb 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 26,875 | 16,509 | 0.61% | 0.61% | 804 | +1,282 | 5.01% | Q4 2025 | Feb 06, 2026 |
| Wedmont Private Capital | History | Added to | 26,349 | 16,442 | 0.57% | 0.59% | 805 | +216 | 0.83% | Q4 2025 | Jan 08, 2026 |
| 360 Financial, Inc. | History | New | 26,753 | 16,434 | 4.97% | — | 806 | +26,753 | New | Q4 2025 | Feb 13, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 26,657 | 16,375 | 3.7% | 4.03% | 807 | -309 | -1.15% | Q4 2025 | Feb 11, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 26,608 | 16,345 | 1.73% | 1.76% | 808 | -1,594 | -5.65% | Q4 2025 | Jan 27, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 26,565 | 16,319 | 13.61% | 13.06% | 809 | +448 | 1.72% | Q4 2025 | Feb 11, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 26,398 | 16,247 | 1.82% | 1.87% | 810 | -1 | -0.0% | Q4 2025 | Feb 13, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 26,423 | 16,231 | 2.52% | 2.11% | 811 | +2,893 | 12.29% | Q4 2025 | Jan 21, 2026 |
| Atlatl Advisers LLC | History | Added to | 26,344 | 16,183 | 6.2% | 4.54% | 812 | +7,295 | 38.3% | Q4 2025 | Feb 09, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 26,278 | 16,143 | 0.04% | 0.04% | 813 | +496 | 1.92% | Q4 2025 | Feb 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 26,243 | 16,121 | 0.4% | 0.4% | 814 | +279 | 1.07% | Q4 2025 | Feb 09, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 26,227 | 16,111 | 9.83% | 10.03% | 815 | +558 | 2.17% | Q4 2025 | Jan 16, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 26,083 | 16,022 | 5.89% | 6.88% | 816 | -1,682 | -6.06% | Q4 2025 | Feb 11, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 26,052 | 16,004 | 2.1% | 2.2% | 817 | -68 | -0.26% | Q4 2025 | Jan 14, 2026 |
| Tepp RIA, LLC | History | Added to | 26,045 | 15,999 | 15.84% | 16.98% | 818 | +1,133 | 4.55% | Q4 2025 | Feb 04, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 26,009 | 15,977 | 0.2% | 0.23% | 819 | -2,609 | -9.12% | Q4 2025 | Feb 09, 2026 |
| Estate Planners Group, LLC | History | New | 25,985 | 15,962 | 6.92% | — | 820 | +25,985 | New | Q4 2025 | Apr 07, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 25,891 | 15,904 | 1.71% | 1.8% | 821 | -1,067 | -3.96% | Q4 2025 | Jan 28, 2026 |
| Dougherty Wealth Advisers LLC | History | Added to | 25,848 | 15,878 | 8.97% | 3.73% | 822 | +16,193 | 167.72% | Q4 2025 | Jan 29, 2026 |
| Refined Wealth Management | History | Added to | 25,626 | 15,742 | 10.6% | 9.44% | 823 | +1,153 | 4.71% | Q4 2025 | Jan 15, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 25,599 | 15,725 | 10.47% | — | 824 | +25,599 | New | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 25,577 | 15,712 | 0.74% | 0.4% | 825 | +10,278 | 67.18% | Q4 2025 | Jan 21, 2026 |
| Continuum Advisory, LLC | History | Reduced | 25,554 | 15,698 | 1.57% | 1.67% | 826 | -760 | -2.89% | Q4 2025 | Feb 11, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 25,519 | 15,676 | 2.46% | 2.45% | 827 | +819 | 3.32% | Q4 2025 | Feb 11, 2026 |
| WESBANCO BANK INC | History | Added to | 25,478 | 15,651 | 0.43% | 0.41% | 828 | +860 | 3.49% | Q4 2025 | Feb 03, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 25,460 | 15,640 | 2.38% | 2.67% | 829 | -49 | -0.19% | Q4 2025 | Feb 03, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 25,457 | 15,638 | 5.78% | 5.87% | 830 | -7,109 | -21.83% | Q4 2025 | Jan 22, 2026 |
| Financial Insights, Inc. | History | Added to | 25,425 | 15,619 | 5.23% | 4.94% | 831 | +561 | 2.26% | Q4 2025 | Mar 31, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 25,370 | 15,584 | 0.17% | 0.46% | 832 | -41,741 | -62.2% | Q4 2025 | Feb 12, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 25,315 | 15,551 | 7.87% | 7.95% | 833 | -2,407 | -8.68% | Q4 2025 | Feb 13, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 25,740 | 15,532 | 0.18% | 0.19% | 834 | +2,501 | 10.76% | Q4 2025 | Jan 05, 2026 |
| Claro Advisors Inc. | History | Added to | 25,232 | 15,500 | 2.11% | 2.17% | 835 | +488 | 1.97% | Q4 2025 | Feb 17, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 25,218 | 15,491 | 3.84% | 4.12% | 836 | -226 | -0.89% | Q4 2025 | Feb 06, 2026 |
| Ebert Capital Management Inc. | History | New | 24,799 | 15,421 | 14.91% | — | 837 | +24,799 | New | Q4 2025 | Feb 04, 2026 |
| Pachira Investments Inc. | History | Added to | 25,075 | 15,404 | 7.5% | 6.71% | 838 | +5,195 | 26.13% | Q4 2025 | Feb 02, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Added to | 25,000 | 15,357 | 1.49% | 0.54% | 839 | +16,000 | 177.78% | Q4 2025 | Feb 17, 2026 |
| GERBER, LLC | History | Reduced | 24,868 | 15,276 | 8.52% | 9.52% | 840 | -374 | -1.48% | Q4 2025 | Jan 21, 2026 |
| Moors & Cabot, Inc. | History | Added to | 25,201 | 15,237 | 0.65% | 0.62% | 841 | +1,248 | 5.21% | Q4 2025 | Feb 10, 2026 |
| Financial Freedom, LLC | History | Reduced | 24,801 | 15,235 | 7.56% | 7.57% | 842 | -529 | -2.09% | Q4 2025 | Feb 17, 2026 |
| Choate Investment Advisors | History | Reduced | 24,791 | 15,229 | 0.3% | 0.31% | 843 | -312 | -1.24% | Q4 2025 | Feb 09, 2026 |
| CENTRAL TRUST Co | History | Added to | 24,786 | 15,226 | 0.3% | 0.3% | 844 | +1,069 | 4.51% | Q4 2025 | Feb 02, 2026 |
| Legend Financial Advisors, Inc. | History | Added to | 24,738 | 15,196 | 9.2% | 9.07% | 845 | +103 | 0.42% | Q4 2025 | Jan 23, 2026 |
| Rezny Wealth Management, Inc. | History | Added to | 24,718 | 15,184 | 3.06% | 2.81% | 846 | +2,321 | 10.36% | Q4 2025 | Feb 03, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 24,646 | 15,140 | 10.34% | 12.04% | 847 | -52 | -0.21% | Q4 2025 | Jan 15, 2026 |
| Ruggiero Investments, Inc. | History | New | 24,630 | 15,130 | 13.66% | — | 848 | +24,630 | New | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 24,517 | 15,068 | 4.81% | 4.66% | 849 | +2,534 | 11.53% | Q4 2025 | Feb 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 24,507 | 15,054 | 4.56% | 4.25% | 850 | +1,316 | 5.67% | Q4 2025 | Feb 10, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 24,487 | 15,042 | 0.28% | 0.3% | 851 | -471 | -1.89% | Q4 2025 | Feb 06, 2026 |
| MATHER GROUP, LLC. | History | Added to | 24,422 | 15,002 | 0.15% | 0.13% | 852 | +2,191 | 9.86% | Q4 2025 | Jan 13, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 24,385 | 14,981 | 5.41% | 5.95% | 853 | -327 | -1.32% | Q4 2025 | Jan 26, 2026 |
| JSF Financial, LLC | History | Reduced | 24,382 | 14,978 | 3.1% | 3.26% | 854 | -72 | -0.29% | Q4 2025 | Feb 04, 2026 |
| POM Investment Strategies, LLC | History | Added to | 24,377 | 14,975 | 7.7% | 7.58% | 855 | +1,133 | 4.87% | Q4 2025 | Feb 17, 2026 |
| SageGuard Financial Group, LLC | History | New | 24,340 | 14,952 | 2.38% | — | 856 | +24,340 | New | Q4 2025 | Jan 27, 2026 |
| Finley Financial, LLC | History | Reduced | 24,236 | 14,888 | 6.82% | 6.97% | 857 | -875 | -3.48% | Q4 2025 | Jan 21, 2026 |
| Haverford Trust Co | History | Reduced | 24,231 | 14,885 | 0.13% | 0.13% | 858 | -53 | -0.22% | Q4 2025 | Feb 13, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 24,137 | 14,827 | 4.14% | 3.37% | 859 | -561 | -2.27% | Q4 2025 | Jan 12, 2026 |
| Concord Investment Counsel Inc. | History | Reduced | 24,080 | 14,792 | 4.8% | 4.65% | 860 | -328 | -1.34% | Q4 2025 | Feb 10, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 24,002 | 14,744 | 3.76% | 3.8% | 861 | -344 | -1.41% | Q4 2025 | Jan 07, 2026 |
| ODonnell Financial Services, LLC | History | Added to | 23,983 | 14,733 | 5.04% | 4.98% | 862 | +664 | 2.85% | Q4 2025 | Jan 29, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 23,853 | 14,653 | 0.78% | 0.79% | 863 | +539 | 2.31% | Q4 2025 | Jan 20, 2026 |
| Vise Technologies, Inc. | History | Added to | 23,834 | 14,641 | 0.29% | 0.19% | 864 | +15,193 | 175.82% | Q4 2025 | Feb 11, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 23,806 | 14,624 | 2.08% | 2.06% | 865 | +3 | 0.01% | Q4 2025 | Jan 14, 2026 |
| Sonoma Allocations LLC | History | Added to | 23,274 | 14,577 | 4.84% | 4.92% | 866 | +733 | 3.25% | Q4 2025 | Feb 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 23,725 | 14,574 | 0.05% | 0.04% | 867 | +1,358 | 6.07% | Q4 2025 | Feb 02, 2026 |
| Procyon Advisors, LLC | History | Added to | 23,657 | 14,532 | 0.72% | 0.21% | 868 | +17,643 | 293.37% | Q4 2025 | Jan 07, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 23,635 | 14,519 | 1.35% | 1.69% | 869 | -3,614 | -13.26% | Q4 2025 | Feb 03, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 23,608 | 14,502 | 1.18% | 1.93% | 870 | -15,284 | -39.3% | Q4 2025 | Feb 26, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 23,522 | 14,449 | 10.65% | 10.52% | 871 | -518 | -2.15% | Q4 2025 | Feb 05, 2026 |
| Berger Financial Group, Inc | History | Added to | 23,503 | 14,438 | 0.84% | 0.79% | 872 | +1,509 | 6.86% | Q4 2025 | Jan 27, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 23,482 | 14,425 | 5.25% | 5.51% | 873 | +2,049 | 9.56% | Q4 2025 | Feb 12, 2026 |
| Thayer Partners, LLC / MA | History | New | 23,446 | 14,403 | 7.0% | — | 874 | +23,446 | New | Q4 2025 | Feb 05, 2026 |
| Tempo Wealth, LLC | History | New | 23,400 | 14,374 | 2.56% | — | 875 | +23,400 | New | Q4 2025 | Feb 25, 2026 |
| AlTi Global, Inc. | History | Added to | 23,367 | 14,362 | 0.31% | 0.33% | 876 | +46 | 0.2% | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 23,356 | 14,348 | 0.75% | 0.78% | 877 | -401 | -1.69% | Q4 2025 | Mar 04, 2026 |
| Bogart Wealth, LLC | History | Reduced | 23,339 | 14,337 | 0.58% | 0.6% | 878 | -1,126 | -4.6% | Q4 2025 | Jan 30, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 23,308 | 14,318 | 3.0% | 2.79% | 879 | +2,833 | 13.84% | Q4 2025 | Jan 23, 2026 |
| ZEGA Investments, LLC | History | Added to | 23,169 | 14,232 | 1.68% | 1.71% | 880 | +1,876 | 8.81% | Q4 2025 | Jan 27, 2026 |
| Proficio Capital Partners LLC | History | Added to | 23,130 | 14,208 | 1.0% | 0.94% | 881 | +281 | 1.23% | Q4 2025 | Feb 12, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 23,127 | 14,207 | 2.99% | 3.01% | 882 | +155 | 0.67% | Q4 2025 | Jan 26, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 23,011 | 14,136 | 6.9% | 6.48% | 883 | +1,192 | 5.46% | Q4 2025 | Feb 19, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 23,010 | 14,135 | 0.36% | 0.3% | 884 | +4,234 | 22.55% | Q4 2025 | Feb 06, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 22,953 | 14,100 | 3.19% | 3.33% | 885 | +123 | 0.54% | Q4 2025 | Jan 26, 2026 |
| Davidson Kahn Capital Management, LLC | History | Added to | 22,924 | 14,082 | 7.32% | 7.2% | 886 | +1,420 | 6.6% | Q4 2025 | Jan 28, 2026 |
| Rareview Capital LLC | History | Added to | 25,488 | 14,060 | 9.12% | 8.46% | 887 | +363 | 1.44% | Q4 2025 | Jan 29, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 22,848 | 14,035 | 0.21% | 0.2% | 888 | +440 | 1.96% | Q4 2025 | Feb 12, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 22,822 | 14,019 | 3.85% | 4.01% | 889 | -3,906 | -14.61% | Q4 2025 | Feb 03, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 22,799 | 14,005 | 2.85% | 2.75% | 890 | +373 | 1.66% | Q4 2025 | Feb 10, 2026 |
| FIRST HORIZON CORP | History | Reduced | 22,788 | 13,998 | 0.63% | 0.65% | 891 | -111 | -0.48% | Q4 2025 | Jan 27, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 22,748 | 13,974 | 0.85% | 0.99% | 892 | -3,430 | -13.1% | Q4 2025 | Feb 13, 2026 |
| MUFG Securities EMEA plc | History | Added to | 22,734 | 13,965 | 0.16% | 0.07% | 893 | +17,864 | 366.82% | Q4 2025 | Feb 10, 2026 |
| Vident Advisory, LLC | History | Added to | 22,716 | 13,955 | 0.13% | 0.11% | 894 | +3,007 | 15.26% | Q4 2025 | Feb 18, 2026 |
| Cypress Capital Group | History | Reduced | 22,656 | 13,917 | 1.56% | 1.63% | 895 | -15 | -0.07% | Q4 2025 | Feb 11, 2026 |
| Paragon Advisors, LLC | History | Reduced | 22,583 | 13,872 | 3.77% | 19.58% | 896 | -103,653 | -82.11% | Q4 2025 | Jan 12, 2026 |
| Concentrum Wealth Management | History | Added to | 22,548 | 13,851 | 3.87% | 3.54% | 897 | +2,081 | 10.17% | Q4 2025 | Feb 04, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 22,489 | 13,815 | 2.84% | 1.35% | 898 | +8,386 | 59.46% | Q4 2025 | Feb 06, 2026 |
| Erickson Financial Group, LLC | History | Reduced | 22,488 | 13,814 | 8.48% | 8.8% | 899 | -859 | -3.68% | Q4 2025 | Jan 21, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 22,478 | 13,809 | 3.75% | 4.18% | 900 | -27 | -0.12% | Q4 2025 | Feb 10, 2026 |
| Benson Wealth Management INC | History | New | 22,429 | 13,778 | 15.34% | — | 901 | +22,429 | New | Q4 2025 | Feb 12, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 22,379 | 13,747 | 4.6% | 4.43% | 902 | -1,703 | -7.07% | Q4 2025 | Jan 13, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 22,378 | 13,747 | 6.89% | 6.87% | 903 | -352 | -1.55% | Q4 2025 | Feb 09, 2026 |
| Owen LaRue, LLC | History | Added to | 22,364 | 13,738 | 5.23% | 5.12% | 904 | +678 | 3.13% | Q4 2025 | Feb 05, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 22,211 | 13,644 | 3.11% | 2.85% | 905 | +419 | 1.92% | Q4 2025 | Jan 29, 2026 |
| CI INVESTMENTS INC. | History | New | 22,112 | 13,583 | 0.06% | — | 906 | +22,112 | New | Q4 2025 | Feb 12, 2026 |
| Davies Financial Advisors, Inc. | History | Reduced | 22,075 | 13,560 | 25.08% | 21.38% | 907 | -21,776 | -49.66% | Q4 2025 | Jan 27, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 22,026 | 13,531 | 5.73% | 9.89% | 908 | +9 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 21,973 | 13,530 | 2.98% | 3.07% | 909 | -995 | -4.33% | Q4 2025 | Feb 17, 2026 |
| White Wing Wealth Management | History | Reduced | 21,986 | 13,506 | 8.06% | 8.47% | 910 | -617 | -2.73% | Q4 2025 | Jan 15, 2026 |
| Planned Solutions, Inc. | History | Added to | 21,809 | 13,397 | 4.3% | 4.44% | 911 | +296 | 1.38% | Q4 2025 | Jan 28, 2026 |
| LGL PARTNERS, LLC | History | Reduced | 21,783 | 13,381 | 5.71% | 5.67% | 912 | -373 | -1.68% | Q4 2025 | Feb 09, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 21,703 | 13,332 | 1.3% | 1.24% | 913 | +1,091 | 5.29% | Q4 2025 | Jan 20, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 21,608 | 13,273 | 5.24% | 6.1% | 914 | -4,404 | -16.93% | Q4 2025 | Feb 03, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 21,550 | 13,238 | 0.16% | 0.16% | 915 | +59 | 0.27% | Q4 2025 | Feb 11, 2026 |
| Family Office Research LLC | History | Added to | 21,305 | 13,227 | 5.41% | 5.52% | 916 | +288 | 1.37% | Q4 2025 | Feb 09, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 21,478 | 13,194 | 5.39% | 3.23% | 917 | +8,001 | 59.37% | Q4 2025 | Jan 26, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 21,443 | 13,172 | 0.87% | 0.75% | 918 | +3,372 | 18.66% | Q4 2025 | Apr 02, 2026 |
| Baron Financial Group, LLC | History | Reduced | 21,434 | 13,167 | 7.06% | 7.21% | 919 | -485 | -2.21% | Q4 2025 | Jan 09, 2026 |
| Next Capital Management LLC | History | Added to | 21,424 | 13,160 | 4.21% | 4.22% | 920 | +340 | 1.61% | Q4 2025 | Feb 11, 2026 |
| EFG International AG | History | New | 21,410 | 13,152 | 0.25% | — | 921 | +21,410 | New | Q4 2025 | Feb 17, 2026 |
| RVW Wealth, LLC | History | Added to | 21,375 | 13,130 | 1.0% | 0.99% | 922 | +296 | 1.4% | Q4 2025 | Jan 12, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 21,367 | 13,125 | 0.78% | 1.36% | 923 | -21,454 | -50.1% | Q4 2025 | Feb 17, 2026 |
| Jacksonville Wealth Management, LLC | History | Added to | 21,338 | 13,108 | 9.28% | 9.18% | 924 | +525 | 2.52% | Q4 2025 | Feb 04, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 21,325 | 13,100 | 5.7% | 5.63% | 925 | +395 | 1.89% | Q4 2025 | Jan 14, 2026 |
| Keystone Financial Group | History | Reduced | 21,221 | 13,036 | 0.96% | 0.99% | 926 | -289 | -1.34% | Q4 2025 | Feb 06, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 21,206 | 13,027 | 1.21% | 1.28% | 927 | -1,110 | -4.97% | Q4 2025 | Jan 22, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 21,198 | 13,022 | 1.46% | 1.31% | 928 | +2,339 | 12.4% | Q4 2025 | Jan 14, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 21,196 | 13,021 | 0.45% | 0.47% | 929 | -1,033 | -4.65% | Q4 2025 | Feb 03, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 21,148 | 12,991 | 1.94% | 1.74% | 930 | +1,774 | 9.16% | Q4 2025 | Feb 12, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | Added to | 21,116 | 12,971 | 0.25% | 0.2% | 931 | +4,017 | 23.49% | Q4 2025 | Feb 13, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 20,928 | 12,963 | 1.28% | 0.97% | 932 | +5,582 | 36.37% | Q4 2025 | Feb 17, 2026 |
| Destination Wealth Management | History | Added to | 21,124 | 12,930 | 0.34% | 0.31% | 933 | +2,165 | 11.42% | Q4 2025 | Feb 13, 2026 |
| HMS Capital Management, LLC | History | Added to | 21,012 | 12,908 | 5.34% | 5.3% | 934 | +20 | 0.1% | Q4 2025 | Jan 16, 2026 |
| CPR Investments Inc. | History | Reduced | 20,981 | 12,889 | 8.65% | 9.09% | 935 | -1,015 | -4.61% | Q4 2025 | Jan 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 20,913 | 12,846 | 0.62% | 0.63% | 936 | -126 | -0.6% | Q4 2025 | Feb 04, 2026 |
| Paloma Partners Management Co | History | New | 20,900 | 12,839 | 2.34% | — | 937 | +20,900 | New | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 20,884 | 12,829 | 0.81% | 0.81% | 938 | +720 | 3.57% | Q4 2025 | Feb 06, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 20,783 | 12,767 | 0.68% | 0.61% | 939 | +3,056 | 17.24% | Q4 2025 | Jan 12, 2026 |
| Advisors Capital Management, LLC | History | Added to | 20,735 | 12,738 | 0.15% | 0.14% | 940 | +2,308 | 12.53% | Q4 2025 | Jan 29, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 20,713 | 12,724 | 13.02% | 13.35% | 941 | +301 | 1.47% | Q4 2025 | Jan 23, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 20,698 | 12,715 | 5.64% | 5.28% | 942 | +520 | 2.58% | Q4 2025 | Jan 20, 2026 |
| VANGUARD GROUP INC | History | Added to | 20,687 | 12,708 | 0.0% | 0.0% | 943 | +434 | 2.14% | Q4 2025 | Jan 29, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 20,677 | 12,707 | 4.65% | 4.85% | 944 | -394 | -1.87% | Q4 2025 | Feb 06, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 20,629 | 12,672 | 6.61% | 6.24% | 945 | +859 | 4.34% | Q4 2025 | Feb 10, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 20,548 | 12,622 | 2.38% | 3.86% | 946 | -13,446 | -39.55% | Q4 2025 | Jan 28, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 20,480 | 12,580 | 1.63% | 1.67% | 947 | -38 | -0.19% | Q4 2025 | Feb 05, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 20,458 | 12,567 | 5.25% | — | 948 | +20,458 | New | Q4 2025 | Feb 10, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 20,356 | 12,504 | 0.39% | 0.41% | 949 | -599 | -2.86% | Q4 2025 | Jan 06, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 20,333 | 12,491 | 6.6% | 6.22% | 950 | +826 | 4.23% | Q4 2025 | Feb 02, 2026 |
| WIN ADVISORS, INC | History | New | 20,319 | 12,482 | 5.3% | — | 951 | +20,319 | New | Q4 2025 | Feb 04, 2026 |
| HFG Advisors, Inc. | History | Reduced | 20,297 | 12,468 | 9.03% | 9.31% | 952 | -720 | -3.43% | Q4 2025 | Feb 13, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 20,293 | 12,466 | 0.06% | 0.04% | 953 | +6,800 | 50.4% | Q4 2025 | Feb 12, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 20,294 | 12,466 | 5.02% | 4.84% | 954 | +1,744 | 9.4% | Q4 2025 | Jan 16, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 20,289 | 12,464 | 0.98% | 0.98% | 955 | +516 | 2.61% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 20,198 | 12,407 | 1.09% | 1.05% | 956 | +342 | 1.72% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 20,194 | 12,405 | 1.72% | 1.74% | 957 | +564 | 2.87% | Q4 2025 | Feb 02, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 20,069 | 12,317 | 1.41% | 1.38% | 958 | +567 | 2.91% | Q4 2025 | Jan 29, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 20,001 | 12,286 | 4.09% | — | 960 | +20,001 | New | Q4 2025 | Mar 27, 2026 |
| Capelight Capital Asset Management LP | History | New | 20,000 | 12,286 | 9.74% | — | 961 | +20,000 | New | Q4 2025 | Jan 28, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Reduced | 20,000 | 12,286 | 0.99% | 1.71% | 959 | -15,000 | -42.86% | Q4 2025 | Feb 13, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 19,990 | 12,280 | 0.03% | 0.03% | 962 | -653 | -3.16% | Q4 2025 | Feb 12, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 19,864 | 12,202 | 1.94% | 1.97% | 963 | +1,168 | 6.25% | Q4 2025 | Jan 23, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 19,828 | 12,180 | 4.58% | 4.29% | 964 | +459 | 2.37% | Q4 2025 | Feb 09, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 19,802 | 12,165 | 1.2% | 1.21% | 965 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sepio Capital, LP | History | Added to | 19,775 | 12,148 | 0.66% | 0.59% | 966 | +3,178 | 19.15% | Q4 2025 | Feb 12, 2026 |
| Carnegie Investment Counsel | History | Reduced | 19,774 | 12,147 | 0.22% | 0.24% | 967 | -1,053 | -5.06% | Q4 2025 | Jan 23, 2026 |
| SYKON CAPITAL LLC | History | Added to | 19,664 | 12,080 | 3.88% | 3.03% | 968 | +4,511 | 29.77% | Q4 2025 | Feb 12, 2026 |
| Carr Financial Group Corp | History | Added to | 19,629 | 12,058 | 3.21% | 2.92% | 969 | +1,893 | 10.67% | Q4 2025 | Jan 09, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 19,505 | 11,982 | 7.49% | 7.54% | 970 | +1,302 | 7.15% | Q4 2025 | Feb 10, 2026 |
| FORMULATE FINANCIAL LLC | History | Added to | 19,503 | 11,980 | 14.04% | 14.28% | 971 | +317 | 1.65% | Q4 2025 | Feb 11, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 19,487 | 11,970 | 1.49% | 1.54% | 972 | +64 | 0.33% | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 19,413 | 11,925 | 0.38% | 0.43% | 973 | -1,596 | -7.6% | Q4 2025 | Jan 12, 2026 |
| Crewe Advisors LLC | History | Reduced | 19,394 | 11,914 | 1.06% | 1.15% | 974 | -654 | -3.26% | Q4 2025 | Jan 16, 2026 |
| NBC SECURITIES, INC. | History | Added to | 19,386 | 11,909 | 0.89% | 0.83% | 975 | +1,474 | 8.23% | Q4 2025 | Jan 29, 2026 |
| Coastline Complete Wealth LLC | History | New | 19,364 | 11,895 | 7.49% | — | 976 | +19,364 | New | Q4 2025 | Feb 24, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 19,318 | 11,867 | 2.79% | 2.77% | 977 | -225 | -1.15% | Q4 2025 | Feb 05, 2026 |
| Peak Asset Management, LLC | History | Added to | 19,279 | 11,843 | 2.02% | 2.01% | 978 | +59 | 0.31% | Q4 2025 | Feb 05, 2026 |
| Caldwell Trust Co | History | Reduced | 19,249 | 11,824 | 1.05% | 1.09% | 979 | -222 | -1.14% | Q4 2025 | Jan 30, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 19,126 | 11,748 | 1.36% | 0.73% | 980 | +12,020 | 169.15% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 19,086 | 11,724 | 8.0% | 8.75% | 981 | -383 | -1.97% | Q4 2025 | Feb 02, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 19,166 | 11,684 | 0.27% | 0.29% | 982 | +228 | 1.2% | Q4 2025 | Feb 09, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 19,003 | 11,673 | 2.13% | 2.13% | 983 | +1,094 | 6.11% | Q4 2025 | Feb 10, 2026 |
| JP Wealth Management, Inc. | History | Reduced | 18,993 | 11,667 | 8.25% | 7.68% | 984 | -30 | -0.16% | Q4 2025 | Jan 15, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 18,980 | 11,659 | 0.2% | 0.18% | 985 | -2,410 | -11.27% | Q4 2025 | Feb 17, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 18,893 | 11,606 | 1.68% | 1.61% | 986 | +474 | 2.57% | Q4 2025 | Jan 27, 2026 |
| Osbon Capital Management LLC | History | New | 18,837 | 11,571 | 10.82% | — | 987 | +18,837 | New | Q4 2025 | Mar 16, 2026 |
| BFI Infinity Ltd. | History | Added to | 18,832 | 11,568 | 7.2% | 7.08% | 988 | +954 | 5.34% | Q4 2025 | Jan 14, 2026 |
| North Star Investment Management Corp. | History | Reduced | 18,810 | 11,555 | 0.73% | 0.73% | 989 | -2 | -0.01% | Q4 2025 | Jan 30, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 18,798 | 11,547 | 1.2% | 1.14% | 990 | +916 | 5.12% | Q4 2025 | Jan 20, 2026 |
| Q3 Asset Management | History | Added to | 18,729 | 11,505 | 2.63% | 0.46% | 991 | +16,471 | 729.45% | Q4 2025 | Jan 27, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 18,660 | 11,463 | 5.68% | 5.96% | 992 | -1,931 | -9.38% | Q4 2025 | Feb 12, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 18,404 | 11,461 | 4.57% | 4.67% | 993 | -136 | -0.73% | Q4 2025 | Jan 26, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 18,654 | 11,459 | 0.93% | 0.96% | 994 | +1,755 | 10.39% | Q4 2025 | Feb 04, 2026 |
| Midwest Financial Group LLC | History | Added to | 18,599 | 11,425 | 5.05% | 5.02% | 995 | +1,068 | 6.09% | Q4 2025 | Jan 20, 2026 |
| Cresta Advisors, Ltd. | History | Reduced | 18,576 | 11,411 | 4.78% | 5.04% | 996 | -242 | -1.29% | Q4 2025 | Feb 03, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 18,534 | 11,385 | 3.25% | 2.88% | 997 | +2,988 | 19.22% | Q4 2025 | Feb 11, 2026 |
| Wilkerson Advisory Group LLC | History | New | 18,525 | 11,380 | 4.01% | — | 998 | +18,525 | New | Q4 2025 | Feb 13, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 18,480 | 11,352 | 2.94% | 2.52% | 999 | +2,958 | 19.06% | Q4 2025 | Jan 07, 2026 |
| CVA Family Office, LLC | History | Added to | 18,410 | 11,309 | 1.3% | 1.2% | 1000 | +2,945 | 19.04% | Q4 2025 | Jan 12, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 18,367 | 11,283 | 2.48% | 2.58% | 1001 | -487 | -2.58% | Q4 2025 | Feb 11, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 18,364 | 11,280 | 12.51% | — | 1002 | +18,364 | New | Q4 2025 | Feb 05, 2026 |
| Sovran Advisors, LLC | History | Added to | 18,032 | 11,212 | 0.95% | 0.92% | 1003 | +1,340 | 8.03% | Q4 2025 | Jan 20, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 18,162 | 11,156 | 0.46% | 0.46% | 1004 | -87 | -0.48% | Q4 2025 | Feb 09, 2026 |
| Three Seasons Wealth, LLC | History | New | 18,077 | 11,104 | 1.06% | — | 1005 | +18,077 | New | Q4 2025 | Jan 15, 2026 |
| RDA Financial Network | History | Reduced | 18,070 | 11,100 | 2.67% | 2.71% | 1006 | -228 | -1.25% | Q4 2025 | Jan 06, 2026 |
| TopTier Wealth Management, LLC | History | New | 18,015 | 11,066 | 7.51% | — | 1007 | +18,015 | New | Q4 2025 | Feb 12, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 17,986 | 11,049 | 4.73% | 3.03% | 1008 | +7,277 | 67.95% | Q4 2025 | Jan 21, 2026 |
| Seneca House Advisors | History | Reduced | 17,908 | 11,001 | 4.12% | 4.39% | 1009 | -212 | -1.17% | Q4 2025 | Feb 17, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 17,873 | 10,979 | 0.05% | 0.05% | 1010 | -452 | -2.47% | Q4 2025 | Feb 17, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 17,863 | 10,973 | 0.24% | 0.14% | 1011 | -43,885 | -71.07% | Q4 2025 | Feb 20, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Reduced | 17,835 | 10,956 | 1.79% | 1.81% | 1012 | -207 | -1.15% | Q4 2025 | Jan 27, 2026 |
| Ryan Investment Management, Inc. | History | Reduced | 17,809 | 10,940 | 6.06% | 8.25% | 1013 | -6,920 | -27.98% | Q4 2025 | Jan 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 17,796 | 10,932 | 0.77% | 0.77% | 1014 | +1,523 | 9.36% | Q4 2025 | Jan 21, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 17,714 | 10,861 | 4.2% | 4.18% | 1015 | +480 | 2.79% | Q4 2025 | Feb 03, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 17,670 | 10,854 | 0.34% | 0.35% | 1016 | -186 | -1.04% | Q4 2025 | Jan 30, 2026 |
| Latitude Advisors, LLC | History | Reduced | 17,629 | 10,829 | 4.76% | 5.14% | 1017 | -1,141 | -6.08% | Q4 2025 | Jan 27, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 17,597 | 10,810 | 1.51% | 1.56% | 1018 | -104 | -0.59% | Q4 2025 | Jan 06, 2026 |
| NWF Advisory Services Inc. | History | Added to | 17,590 | 10,806 | 1.19% | 1.14% | 1019 | +308 | 1.78% | Q4 2025 | Mar 03, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 17,232 | 10,791 | 0.5% | 0.63% | 1020 | -95 | -0.55% | Q4 2025 | Feb 03, 2026 |
| TSFG, LLC | History | Reduced | 17,515 | 10,760 | 1.61% | 1.76% | 1021 | -887 | -4.82% | Q4 2025 | Feb 04, 2026 |
| Prosperitas Financial LLC | History | Reduced | 17,508 | 10,755 | 4.18% | 4.42% | 1022 | -232 | -1.31% | Q4 2025 | Feb 04, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 17,465 | 10,728 | 1.19% | 1.29% | 1023 | +1,575 | 9.91% | Q4 2025 | Feb 11, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 17,452 | 10,720 | 1.88% | 1.88% | 1024 | -80 | -0.46% | Q4 2025 | Feb 09, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 17,447 | 10,717 | 3.21% | 3.41% | 1025 | -553 | -3.07% | Q4 2025 | Jan 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 17,276 | 10,700 | 0.72% | 0.94% | 1026 | -3,530 | -16.97% | Q4 2025 | Jan 15, 2026 |
| WPG Advisers, LLC | History | Added to | 17,419 | 10,700 | 7.94% | 7.78% | 1027 | +702 | 4.2% | Q4 2025 | Jan 28, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 17,413 | 10,697 | 1.25% | 1.28% | 1028 | +26 | 0.15% | Q4 2025 | Jan 12, 2026 |
| TKG Advisors, LLC | History | Reduced | 17,400 | 10,689 | 4.31% | 4.65% | 1029 | -698 | -3.86% | Q4 2025 | Jan 29, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 17,315 | 10,637 | 4.18% | 4.27% | 1030 | -382 | -2.16% | Q4 2025 | Feb 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 17,242 | 10,591 | 0.06% | 0.06% | 1031 | +1,221 | 7.62% | Q4 2025 | Feb 12, 2026 |
| Americana Partners, LLC | History | Added to | 17,238 | 10,589 | 0.29% | 0.29% | 1032 | +1,213 | 7.57% | Q4 2025 | Feb 06, 2026 |
| Lakeshore Capital Group, Inc. | History | Added to | 17,220 | 10,578 | 8.46% | 8.21% | 1033 | +287 | 1.69% | Q4 2025 | Jan 21, 2026 |
| NORDEN GROUP LLC | History | Added to | 17,213 | 10,574 | 1.04% | 1.03% | 1034 | +365 | 2.17% | Q4 2025 | Jan 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 17,211 | 10,572 | 1.07% | 1.08% | 1035 | +68 | 0.4% | Q4 2025 | Jan 20, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 17,196 | 10,563 | 2.47% | — | 1036 | +17,196 | New | Q4 2025 | Jan 26, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 17,194 | 10,562 | 2.39% | 2.35% | 1037 | -171 | -0.98% | Q4 2025 | Jan 28, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 17,142 | 10,530 | 3.9% | 4.14% | 1038 | +408 | 2.44% | Q4 2025 | Feb 17, 2026 |
| GWN SECURITIES INC. | History | Added to | 17,102 | 10,506 | 2.13% | 2.21% | 1039 | +1,235 | 7.78% | Q4 2025 | Feb 11, 2026 |
| Strengthening Families & Communities, LLC | History | Reduced | 17,062 | 10,481 | 3.74% | 2.39% | 1040 | -1,111 | -6.11% | Q4 2025 | Feb 03, 2026 |
| SHP Wealth Management | History | New | 17,037 | 10,468 | 0.81% | — | 1041 | +17,037 | New | Q4 2025 | Mar 04, 2026 |
| Balefire, LLC | History | Reduced | 17,024 | 10,458 | 2.04% | 2.07% | 1042 | -224 | -1.3% | Q4 2025 | Jan 12, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 16,995 | 10,440 | 1.42% | 1.43% | 1043 | -138 | -0.81% | Q4 2025 | Feb 13, 2026 |
| Worth Asset Management, LLC | History | Added to | 16,927 | 10,398 | 4.41% | 4.08% | 1044 | +1,792 | 11.84% | Q4 2025 | Jan 14, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 16,907 | 10,385 | 0.34% | 0.34% | 1045 | +1,297 | 8.31% | Q4 2025 | Jan 14, 2026 |
| CMG Global Holdings, LLC | History | Added to | 17,137 | 10,380 | 4.61% | 4.9% | 1046 | +508 | 3.05% | Q4 2025 | Feb 05, 2026 |
| Strategent Financial, LLC | History | Reduced | 16,895 | 10,378 | 6.57% | 7.3% | 1047 | -115 | -0.68% | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | Reduced | 16,792 | 10,315 | 0.21% | 0.24% | 1048 | -2,816 | -14.36% | Q4 2025 | Feb 17, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 16,730 | 10,277 | 4.13% | 4.25% | 1049 | +484 | 2.98% | Q4 2025 | Feb 17, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 16,670 | 10,240 | 4.6% | — | 1050 | +16,670 | New | Q4 2025 | Feb 06, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 16,635 | 10,219 | 0.77% | 0.79% | 1051 | -619 | -3.59% | Q4 2025 | Feb 05, 2026 |
| Lighthouse Financial LLC | History | Reduced | 16,560 | 10,172 | 6.65% | 7.14% | 1052 | -1,464 | -8.12% | Q4 2025 | Feb 17, 2026 |
| HighRoad Wealth Advisors, LLC | History | New | 16,541 | 10,161 | 9.7% | — | 1053 | +16,541 | New | Q4 2025 | Jan 27, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 16,516 | 10,145 | 3.08% | 2.63% | 1054 | +2,580 | 18.51% | Q4 2025 | Jan 13, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Added to | 16,506 | 10,139 | 10.35% | 8.37% | 1055 | +171 | 1.05% | Q4 2025 | Jan 22, 2026 |
| Nokomis Capital, L.L.C. | History | Reduced | 16,500 | 10,136 | 2.4% | 7.7% | 1056 | -31,700 | -65.77% | Q4 2025 | Feb 17, 2026 |
| Legacy Advisors, LLC | History | Added to | 16,491 | 10,130 | 1.09% | 1.19% | 1057 | +402 | 2.5% | Q4 2025 | Jan 27, 2026 |
| Warner Group LLC | History | Reduced | 16,450 | 10,105 | 6.23% | 6.95% | 1058 | -360 | -2.14% | Q4 2025 | Feb 06, 2026 |
| Somerset Group LLC | History | Added to | 16,151 | 10,078 | 7.6% | 7.65% | 1059 | +79 | 0.49% | Q4 2025 | Feb 12, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 16,360 | 10,050 | 3.97% | 5.6% | 1060 | -4,257 | -20.65% | Q4 2025 | Jan 20, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Added to | 16,351 | 10,044 | 6.49% | 6.52% | 1061 | +1,120 | 7.35% | Q4 2025 | Jan 26, 2026 |
| Aristides Capital LLC | History | Added to | 16,350 | 10,043 | 1.78% | 1.35% | 1062 | +740 | 4.74% | Q4 2025 | Feb 26, 2026 |
| CDKV HOLDINGS LLC | History | New | 16,323 | 10,027 | 8.39% | — | 1063 | +16,323 | New | Q4 2025 | Feb 17, 2026 |
| Lansing Street Advisors | History | Reduced | 16,239 | 9,975 | 2.55% | 3.94% | 1064 | -8,477 | -34.3% | Q4 2025 | Jan 26, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 16,200 | 9,951 | 2.7% | 2.69% | 1065 | +29 | 0.18% | Q4 2025 | Feb 06, 2026 |
| Jump Financial, LLC | History | Reduced | 16,193 | 9,947 | 0.12% | 2.71% | 1066 | -360,707 | -95.7% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 15,871 | 9,926 | 0.34% | 0.38% | 1067 | -421 | -2.58% | Q4 2025 | Jan 27, 2026 |
| Gradient Investments LLC | History | Added to | 16,060 | 9,865 | 0.16% | 0.13% | 1068 | +2,953 | 22.53% | Q4 2025 | Jan 08, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 16,050 | 9,859 | 1.95% | 1.92% | 1069 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 16,035 | 9,850 | 0.99% | 1.12% | 1070 | -2,250 | -12.31% | Q4 2025 | Jan 26, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 16,033 | 9,848 | 0.46% | 0.49% | 1071 | +885 | 5.84% | Q4 2025 | Jan 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 15,994 | 9,825 | 0.01% | 0.01% | 1072 | +4,152 | 35.06% | Q4 2025 | Feb 13, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 15,991 | 9,823 | 1.48% | 2.23% | 1073 | -7,455 | -31.8% | Q4 2025 | Jan 08, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 15,981 | 9,817 | 3.85% | 0.57% | 1074 | +13,597 | 570.34% | Q4 2025 | Jan 30, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 15,975 | 9,813 | 1.22% | 1.07% | 1075 | +744 | 4.88% | Q4 2025 | Feb 10, 2026 |
| PINCUS CAPITAL MANAGEMENT, LP | History | New | 15,896 | 9,765 | 6.52% | — | 1076 | +15,896 | New | Q4 2025 | Feb 10, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 15,815 | 9,715 | 0.02% | 0.01% | 1077 | +7,290 | 85.51% | Q4 2025 | Feb 17, 2026 |
| Clarius Group, LLC | History | Reduced | 15,809 | 9,711 | 0.55% | 0.67% | 1078 | -3,017 | -16.03% | Q4 2025 | Jan 14, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 15,470 | 9,675 | 1.11% | 1.15% | 1079 | -126 | -0.81% | Q4 2025 | Feb 03, 2026 |
| Arcataur Capital Management LLC | History | Added to | 15,731 | 9,663 | 2.77% | 2.75% | 1080 | +169 | 1.09% | Q4 2025 | Jan 27, 2026 |
| Whitford Management LLC | History | New | 15,729 | 9,662 | 9.81% | — | 1081 | +15,729 | New | Q4 2025 | Feb 17, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 15,727 | 9,661 | 3.18% | 3.22% | 1082 | -144 | -0.91% | Q4 2025 | Jan 21, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 15,723 | 9,659 | 1.39% | 1.35% | 1083 | +1,620 | 11.49% | Q4 2025 | Feb 09, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Added to | 15,670 | 9,625 | 5.12% | 4.78% | 1084 | +121 | 0.78% | Q4 2025 | Feb 05, 2026 |
| Up Capital Management, Inc. | History | New | 15,663 | 9,621 | 8.6% | — | 1085 | +15,663 | New | Q4 2025 | Mar 23, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 15,617 | 9,595 | 5.5% | — | 1086 | +15,617 | New | Q4 2025 | Feb 17, 2026 |
| Family Manage LLC | History | Reduced | 15,588 | 9,575 | 1.21% | 1.74% | 1087 | -5,551 | -26.26% | Q4 2025 | Feb 17, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 15,584 | 9,573 | 3.67% | 3.97% | 1088 | +264 | 1.72% | Q4 2025 | Jan 27, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 15,549 | 9,551 | 4.15% | 8.96% | 1089 | -18,972 | -54.96% | Q4 2025 | Jan 23, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 15,536 | 9,543 | 2.39% | 2.37% | 1090 | +315 | 2.07% | Q4 2025 | Feb 13, 2026 |
| American State Bank (Iowa) | History | Reduced | 15,440 | 9,484 | 4.56% | 4.73% | 1091 | -13 | -0.08% | Q4 2025 | Apr 14, 2026 |
| Main Street Group, LTD | History | Added to | 15,410 | 9,466 | 3.26% | 2.54% | 1092 | +972 | 6.73% | Q4 2025 | Jan 26, 2026 |
| All Terrain Financial Advisors, LLC | History | Added to | 15,388 | 9,453 | 2.19% | 2.29% | 1093 | +157 | 1.03% | Q4 2025 | Feb 11, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 15,340 | 9,423 | 0.01% | — | 1094 | +15,340 | New | Q4 2025 | Feb 12, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 15,327 | 9,415 | 1.02% | 1.06% | 1095 | -341 | -2.18% | Q4 2025 | Feb 06, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 15,318 | 9,410 | 2.6% | 2.51% | 1096 | +733 | 5.03% | Q4 2025 | Jan 07, 2026 |
| Base Wealth Management LLC | History | Reduced | 15,261 | 9,375 | 5.05% | 5.78% | 1097 | -1,643 | -9.72% | Q4 2025 | Jan 21, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 15,248 | 9,366 | 5.28% | 5.37% | 1098 | -541 | -3.43% | Q4 2025 | Feb 02, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 15,245 | 9,365 | 1.97% | 2.01% | 1099 | +47 | 0.31% | Q4 2025 | Jan 29, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 15,219 | 9,349 | 0.15% | 0.15% | 1100 | -9,741 | -39.03% | Q4 2025 | Jan 15, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 15,200 | 9,337 | 1.08% | 1.17% | 1101 | -25 | -0.16% | Q4 2025 | Feb 13, 2026 |
| WARNER FINANCIAL, INC | History | Reduced | 15,185 | 9,329 | 3.24% | 3.42% | 1102 | -53 | -0.35% | Q4 2025 | Jan 21, 2026 |
| Fiduciary Alliance LLC | History | Added to | 15,169 | 9,318 | 0.61% | 0.6% | 1103 | +259 | 1.74% | Q4 2025 | Jan 22, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 15,133 | 9,296 | 0.87% | 0.87% | 1104 | +20 | 0.13% | Q4 2025 | Jan 23, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 14,972 | 9,275 | 6.54% | 6.63% | 1105 | -1,169 | -7.24% | Q4 2025 | Jan 15, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 15,033 | 9,234 | 0.9% | — | 1106 | +15,033 | New | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 15,030 | 9,232 | 0.53% | 0.67% | 1107 | +3,872 | 34.7% | Q4 2025 | Jan 29, 2026 |
| HERBST GROUP, LLC | History | Added to | 15,007 | 9,218 | 5.42% | 5.21% | 1108 | +1,034 | 7.4% | Q4 2025 | Jan 16, 2026 |
| Magnus Financial Group LLC | History | Added to | 15,002 | 9,216 | 0.7% | 0.68% | 1109 | +700 | 4.89% | Q4 2025 | Jan 07, 2026 |
| Dedeker Financial LLC | History | New | 14,998 | 9,212 | 8.25% | — | 1110 | +14,998 | New | Q4 2025 | Mar 31, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 14,885 | 9,144 | 1.03% | 1.08% | 1111 | -226 | -1.5% | Q4 2025 | Feb 17, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 14,869 | 9,134 | 0.77% | 0.85% | 1112 | -1,167 | -7.28% | Q4 2025 | Feb 09, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 14,867 | 9,132 | 4.97% | 5.06% | 1113 | -95 | -0.63% | Q4 2025 | Jan 23, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 14,767 | 9,071 | 5.18% | 5.3% | 1114 | +131 | 0.9% | Q4 2025 | Jan 23, 2026 |
| Sound Income Strategies, LLC | History | Added to | 14,533 | 9,028 | 0.43% | 0.35% | 1115 | +4,049 | 38.62% | Q4 2025 | Jan 21, 2026 |
| My Personal CFO, LLC | History | New | 14,694 | 9,026 | 3.77% | — | 1116 | +14,694 | New | Q4 2025 | Jan 15, 2026 |
| MATTERS CAPITAL LLC | History | New | 14,622 | 8,982 | 7.35% | — | 1117 | +14,622 | New | Q4 2025 | Feb 17, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 14,616 | 8,978 | 0.92% | 0.91% | 1118 | +29 | 0.2% | Q4 2025 | Jan 28, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 14,588 | 8,961 | 2.7% | 2.59% | 1119 | +645 | 4.63% | Q4 2025 | Jan 29, 2026 |
| Midwest Trust Co | History | Added to | 14,560 | 8,944 | 0.11% | 0.1% | 1120 | +1,665 | 12.91% | Q4 2025 | Feb 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 14,550 | 8,938 | 0.69% | 0.7% | 1121 | -30 | -0.21% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Reduced | 14,545 | 8,935 | 0.23% | 0.86% | 1123 | -13,059 | -47.31% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 14,546 | 8,935 | 0.1% | 0.1% | 1122 | +601 | 4.31% | Q4 2025 | Feb 06, 2026 |
| Finivi Inc. | History | New | 14,518 | 8,918 | 5.16% | — | 1124 | +14,518 | New | Q4 2025 | Jan 27, 2026 |
| 9823 Capital, L.P. | History | New | 14,500 | 8,907 | 6.14% | — | 1126 | +14,500 | New | Q4 2025 | Feb 17, 2026 |
| PING CAPITAL MANAGEMENT, INC. | History | Added to | 14,500 | 8,907 | 2.56% | 2.31% | 1125 | +3,200 | 28.32% | Q4 2025 | Feb 02, 2026 |
| Keel Point, LLC | History | Reduced | 14,467 | 8,887 | 0.54% | 0.57% | 1127 | -1,087 | -6.99% | Q4 2025 | Feb 12, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 14,448 | 8,875 | 2.03% | 2.01% | 1128 | -140 | -0.96% | Q4 2025 | Jan 16, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 14,444 | 8,872 | 0.09% | 0.09% | 1129 | -1,691 | -10.48% | Q4 2025 | Feb 05, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 14,365 | 8,824 | 0.14% | 0.14% | 1130 | -117 | -0.81% | Q4 2025 | Jan 13, 2026 |
| G&S Capital LLC | History | Reduced | 14,308 | 8,789 | 3.11% | 3.23% | 1131 | -225 | -1.55% | Q4 2025 | Jan 28, 2026 |
| M3 Advisory Group, LLC | History | Added to | 14,305 | 8,787 | 5.36% | 5.35% | 1132 | +12 | 0.08% | Q4 2025 | Jan 16, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 14,243 | 8,749 | 2.72% | 2.88% | 1133 | -833 | -5.53% | Q4 2025 | Jan 22, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 14,218 | 8,734 | 1.5% | 1.47% | 1134 | -98 | -0.68% | Q4 2025 | Jan 30, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 14,200 | 8,723 | 0.1% | 0.11% | 1135 | -931 | -6.15% | Q4 2025 | Jan 21, 2026 |
| Cedarwood Wealth LLC | History | New | 13,926 | 8,710 | 9.7% | — | 1136 | +13,926 | New | Q4 2025 | Mar 05, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 14,165 | 8,701 | 3.65% | 3.55% | 1137 | +196 | 1.4% | Q4 2025 | Feb 13, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 14,136 | 8,683 | 6.22% | 6.2% | 1138 | -243 | -1.69% | Q4 2025 | Jan 30, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 14,125 | 8,677 | 5.52% | 5.65% | 1139 | -317 | -2.19% | Q4 2025 | Feb 05, 2026 |
| Sage Capital Management, LLC | History | Added to | 14,090 | 8,673 | 4.01% | 3.64% | 1140 | +605 | 4.49% | Q4 2025 | Jan 15, 2026 |
| Ramiah Investment Group | History | Reduced | 14,066 | 8,640 | 8.46% | 8.55% | 1141 | -341 | -2.37% | Q4 2025 | Jan 28, 2026 |
| Petix & Botte Co | History | Added to | 14,038 | 8,623 | 1.96% | 1.93% | 1142 | +85 | 0.61% | Q4 2025 | Feb 05, 2026 |
| Spruce Point Capital Management, LLC | History | New | 14,000 | 8,600 | 17.88% | — | 1143 | +14,000 | New | Q4 2025 | Feb 17, 2026 |
| Blue Capital, Inc. | History | Reduced | 13,999 | 8,599 | 6.13% | 6.4% | 1144 | -345 | -2.41% | Q4 2025 | Feb 23, 2026 |
| Verde Capital Management | History | Reduced | 13,938 | 8,562 | 1.83% | 1.92% | 1145 | -520 | -3.6% | Q4 2025 | Feb 06, 2026 |
| First International Bank of Israel Ltd. | History | Reduced | 13,937 | 8,561 | 4.09% | 4.83% | 1146 | -227 | -1.6% | Q4 2025 | Feb 12, 2026 |
| Global Trust Wealth Management LLC | History | New | 13,922 | 8,552 | 6.34% | — | 1147 | +13,922 | New | Q4 2025 | Jan 28, 2026 |
| Cottage Street Advisors LLC | History | Added to | 13,884 | 8,529 | 3.61% | 3.43% | 1148 | +455 | 3.39% | Q4 2025 | Jan 26, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 13,846 | 8,505 | 5.76% | 5.72% | 1149 | +112 | 0.82% | Q4 2025 | Jan 26, 2026 |
| KIECKHEFER GROUP LLC | History | Added to | 13,778 | 8,463 | 4.03% | 3.86% | 1150 | +21 | 0.15% | Q4 2025 | Jan 15, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 13,772 | 8,460 | 4.66% | 5.84% | 1151 | -2,935 | -17.57% | Q4 2025 | Jan 28, 2026 |
| DSG Capital Advisors, LLC | History | Reduced | 13,591 | 8,450 | 1.29% | 1.32% | 1152 | -186 | -1.35% | Q4 2025 | Jan 27, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 13,722 | 8,429 | 2.08% | 1.82% | 1153 | +294 | 2.19% | Q4 2025 | Jan 08, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 13,719 | 8,427 | 0.16% | 0.16% | 1154 | -167 | -1.2% | Q4 2025 | Feb 04, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 13,686 | 8,407 | 4.12% | 4.31% | 1155 | -484 | -3.42% | Q4 2025 | Feb 10, 2026 |
| Oxford Wealth Group, LLC | History | New | 13,682 | 8,404 | 4.09% | — | 1156 | +13,682 | New | Q4 2025 | Feb 10, 2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | History | Reduced | 13,660 | 8,391 | 1.25% | 1.28% | 1157 | -7 | -0.05% | Q4 2025 | Jan 23, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 13,645 | 8,382 | 4.73% | 4.8% | 1158 | +941 | 7.41% | Q4 2025 | Feb 03, 2026 |
| EASTERN BANK | History | Added to | 13,632 | 8,374 | 0.14% | 0.14% | 1159 | +124 | 0.92% | Q4 2025 | Jan 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 13,615 | 8,363 | 1.41% | 1.41% | 1160 | -52 | -0.38% | Q4 2025 | Jan 20, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 13,612 | 8,361 | 0.07% | 0.01% | 1161 | +10,812 | 386.14% | Q4 2025 | Feb 12, 2026 |
| BCS Wealth Management | History | Added to | 13,580 | 8,341 | 0.84% | 0.93% | 1162 | +6,735 | 98.39% | Q4 2025 | Jan 26, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 13,477 | 8,279 | 3.62% | 3.76% | 1163 | -101 | -0.74% | Q4 2025 | Feb 05, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 13,465 | 8,271 | 1.98% | 2.84% | 1164 | -5,372 | -28.52% | Q4 2025 | Jan 15, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 13,441 | 8,257 | 1.12% | 1.16% | 1165 | -39 | -0.29% | Q4 2025 | Feb 10, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 13,396 | 8,229 | 1.4% | 1.49% | 1166 | -1,075 | -7.43% | Q4 2025 | Jan 27, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 13,387 | 8,223 | 0.76% | 0.71% | 1167 | +982 | 7.92% | Q4 2025 | Feb 10, 2026 |
| Capital Squared Financial LLC | History | Added to | 13,357 | 8,205 | 6.4% | 6.61% | 1168 | +670 | 5.28% | Q4 2025 | Apr 17, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 13,342 | 8,196 | 1.27% | 1.32% | 1169 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Martin Capital Advisors, LLP | History | Reduced | 13,332 | 8,189 | 4.8% | 4.9% | 1170 | -191 | -1.41% | Q4 2025 | Jan 26, 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | History | Added to | 13,276 | 8,166 | 18.76% | 12.66% | 1171 | +5,823 | 78.13% | Q4 2025 | Feb 12, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 13,270 | 8,151 | 5.97% | 5.94% | 1172 | -253 | -1.87% | Q4 2025 | Feb 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 13,240 | 8,133 | 4.53% | 4.83% | 1173 | -291 | -2.15% | Q4 2025 | Feb 17, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 13,219 | 8,120 | 0.8% | 0.75% | 1174 | +106 | 0.81% | Q4 2025 | Feb 17, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 13,130 | 8,066 | 0.45% | 0.54% | 1175 | -2,404 | -15.48% | Q4 2025 | Feb 06, 2026 |
| BANK OF HAWAII | History | Reduced | 13,099 | 8,046 | 0.4% | 0.41% | 1176 | -697 | -5.05% | Q4 2025 | Mar 03, 2026 |
| Cynosure Group, LLC | History | Reduced | 13,065 | 8,025 | 0.82% | 2.96% | 1177 | -32,352 | -71.23% | Q4 2025 | Feb 17, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 13,056 | 8,020 | 0.75% | 0.75% | 1178 | -114 | -0.87% | Q4 2025 | Jan 28, 2026 |
| Concorde Asset Management, LLC | History | Added to | 13,036 | 8,008 | 3.2% | 3.26% | 1179 | +144 | 1.12% | Q4 2025 | Feb 13, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 13,031 | 8,005 | 0.77% | 0.78% | 1180 | +722 | 5.87% | Q4 2025 | Jan 22, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 12,897 | 7,945 | 0.13% | 0.12% | 1181 | +75 | 0.58% | Q4 2025 | Jan 15, 2026 |
| Encompass More Asset Management | History | Reduced | 12,922 | 7,937 | 1.46% | 3.66% | 1182 | -18,914 | -59.41% | Q4 2025 | Feb 03, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 12,919 | 7,936 | 0.5% | 0.45% | 1183 | +1,312 | 11.3% | Q4 2025 | Jan 21, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 12,910 | 7,930 | 4.48% | 4.51% | 1184 | -88 | -0.68% | Q4 2025 | Jan 26, 2026 |
| Graetz Wealth LLC | History | New | 12,905 | 7,927 | 7.22% | — | 1185 | +12,905 | New | Q4 2025 | Feb 12, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 12,902 | 7,925 | 7.0% | — | 1186 | +12,902 | New | Q4 2025 | Feb 17, 2026 |
| Sassicaia Capital Advisers LLC | History | Added to | 12,900 | 7,924 | 17.36% | 1.1% | 1187 | +8,800 | 214.63% | Q4 2025 | Feb 13, 2026 |
| BTC Capital Management, Inc. | History | Added to | 12,833 | 7,883 | 0.55% | 0.53% | 1188 | +33 | 0.26% | Q4 2025 | Jan 15, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 12,820 | 7,875 | 1.34% | 1.46% | 1189 | -750 | -5.53% | Q4 2025 | Feb 02, 2026 |
| CADINHA & CO LLC | History | Reduced | 12,812 | 7,870 | 1.21% | 1.07% | 1190 | -252 | -1.93% | Q4 2025 | Jan 28, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 12,801 | 7,863 | 0.01% | 0.01% | 1191 | -285 | -2.18% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 9,184 | 7,861 | 0.0% | 0.0% | 1192 | -9,904 | -51.89% | Q4 2025 | Feb 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 12,783 | 7,852 | 0.9% | 0.98% | 1193 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VICUS CAPITAL | History | Reduced | 12,753 | 7,834 | 0.59% | 0.6% | 1194 | -271 | -2.08% | Q4 2025 | Jan 22, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 12,725 | 7,816 | 0.22% | 0.22% | 1195 | -109 | -0.85% | Q4 2025 | Feb 10, 2026 |
| Apriem Advisors | History | Added to | 12,722 | 7,815 | 0.72% | 0.72% | 1196 | +18 | 0.14% | Q4 2025 | Feb 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 12,715 | 7,810 | 0.7% | 0.73% | 1197 | -1,187 | -8.54% | Q4 2025 | Jan 30, 2026 |
| JTC Employer Solutions Trustee Ltd | History | Reduced | 12,705 | 7,804 | 0.53% | 0.68% | 1198 | -423 | -3.22% | Q4 2025 | Feb 10, 2026 |
| Guardian Capital, LLC | History | New | 12,700 | 7,801 | 6.98% | — | 1199 | +12,700 | New | Q4 2025 | Feb 05, 2026 |
| Strategic Advisors LLC | History | Reduced | 12,686 | 7,793 | 1.22% | 1.24% | 1200 | -145 | -1.13% | Q4 2025 | Feb 10, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 12,682 | 7,787 | 0.08% | 1.1% | 1201 | -137,717 | -91.57% | Q4 2025 | Feb 05, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 13,000 | 7,783 | 0.03% | 0.03% | 1202 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Morangie Management LLC | History | Reduced | 12,667 | 7,781 | 6.19% | 6.68% | 1203 | -232 | -1.8% | Q4 2025 | Jan 16, 2026 |
| Leo Wealth, LLC | History | Added to | 12,660 | 7,777 | 0.56% | 0.61% | 1204 | +4,772 | 60.5% | Q4 2025 | Jan 21, 2026 |
| Delta Investment Management, LLC | History | Reduced | 12,641 | 7,765 | 1.35% | 2.42% | 1205 | -9,892 | -43.9% | Q4 2025 | Jan 30, 2026 |
| Southland Equity Partners LLC | History | Reduced | 12,622 | 7,753 | 1.53% | 1.56% | 1206 | -187 | -1.46% | Q4 2025 | Jan 14, 2026 |
| Clark Asset Management, LLC | History | Added to | 12,608 | 7,745 | 0.8% | 0.76% | 1207 | +1,745 | 16.06% | Q4 2025 | Jan 27, 2026 |
| White Pine Investment CO | History | Added to | 12,590 | 7,734 | 1.82% | 1.78% | 1208 | +88 | 0.7% | Q4 2025 | Jan 28, 2026 |
| RMR Wealth Builders | History | Added to | 12,587 | 7,732 | 0.62% | 0.61% | 1209 | +366 | 2.99% | Q4 2025 | Jan 29, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 12,575 | 7,724 | 2.72% | 2.09% | 1210 | +4,071 | 47.87% | Q4 2025 | Feb 13, 2026 |
| Aurora Private Wealth, Inc. | History | New | 12,615 | 7,708 | 5.06% | — | 1211 | +12,615 | New | Q4 2025 | Feb 02, 2026 |
| AllGen Financial Advisors, Inc. | History | Added to | 12,544 | 7,705 | 1.83% | 1.63% | 1212 | +1,479 | 13.37% | Q4 2025 | Jan 22, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 12,528 | 7,696 | 4.97% | 5.24% | 1213 | -3,607 | -22.36% | Q4 2025 | Feb 09, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 12,513 | 7,691 | 1.16% | 1.11% | 1214 | +471 | 3.91% | Q4 2025 | Feb 11, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 12,513 | 7,686 | 0.56% | 0.59% | 1215 | -93 | -0.74% | Q4 2025 | Feb 09, 2026 |
| Narwhal Capital Management | History | Added to | 12,492 | 7,673 | 0.56% | 0.55% | 1216 | +59 | 0.47% | Q4 2025 | Jan 30, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 12,452 | 7,649 | 1.55% | 1.6% | 1217 | -232 | -1.83% | Q4 2025 | Feb 03, 2026 |
| Turner Capital Investments, LLC | History | New | 11,194 | 7,633 | 8.64% | — | 1218 | +11,194 | New | Q4 2025 | Jan 26, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 12,422 | 7,631 | 3.84% | 3.75% | 1219 | +939 | 8.18% | Q4 2025 | Jan 16, 2026 |
| One River Asset Management, LLC | History | Reduced | 12,412 | 7,624 | 0.72% | 3.65% | 1220 | -9,890 | -44.35% | Q4 2025 | Jan 28, 2026 |
| Shay Capital LLC | History | Reduced | 12,400 | 7,617 | 0.79% | 1.46% | 1221 | -15,600 | -55.71% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 12,392 | 7,612 | 3.8% | 3.79% | 1222 | +74 | 0.6% | Q4 2025 | Jan 23, 2026 |
| BOCHK Asset Management Ltd | History | New | 12,320 | 7,568 | 2.02% | — | 1223 | +12,320 | New | Q4 2025 | Jan 22, 2026 |
| Accel Wealth Management | History | Added to | 12,312 | 7,563 | 2.07% | 2.0% | 1224 | +850 | 7.42% | Q4 2025 | Jan 20, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 12,296 | 7,553 | 4.47% | 4.43% | 1225 | +22 | 0.18% | Q4 2025 | Jan 21, 2026 |
| Estate Counselors, LLC | History | Reduced | 12,280 | 7,543 | 0.63% | 0.68% | 1226 | -853 | -6.5% | Q4 2025 | Feb 02, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,268 | 7,536 | 2.66% | 2.79% | 1227 | -572 | -4.45% | Q4 2025 | Jan 16, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 12,238 | 7,517 | 1.43% | 1.35% | 1228 | +685 | 5.93% | Q4 2025 | Feb 12, 2026 |
| Bay Rivers Group | History | Added to | 12,231 | 7,513 | 3.04% | 3.05% | 1229 | +150 | 1.24% | Q4 2025 | Jan 07, 2026 |
| WBH ADVISORY INC | History | Added to | 12,197 | 7,492 | 0.55% | 0.51% | 1230 | +1,056 | 9.48% | Q4 2025 | Jan 26, 2026 |
| Empirical Finance, LLC | History | No change | 12,197 | 7,492 | 0.36% | 0.35% | 1231 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 12,161 | 7,470 | 1.25% | 1.26% | 1232 | +198 | 1.66% | Q4 2025 | Feb 10, 2026 |
| Park Capital Management, LLC / WI | History | Added to | 12,154 | 7,466 | 5.34% | 4.28% | 1233 | +3,251 | 36.52% | Q4 2025 | Jan 20, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 12,145 | 7,460 | 1.79% | 1.84% | 1234 | -288 | -2.32% | Q4 2025 | Feb 02, 2026 |
| Canal Capital Management, LLC | History | Reduced | 12,143 | 7,459 | 1.06% | 1.29% | 1235 | -2,185 | -15.25% | Q4 2025 | Jan 06, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 12,125 | 7,448 | 1.74% | 1.77% | 1236 | -15 | -0.12% | Q4 2025 | Jan 16, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 12,079 | 7,420 | 1.05% | 1.13% | 1237 | +119 | 0.99% | Q4 2025 | Jan 12, 2026 |
| EdgeRock Capital LLC | History | Reduced | 12,038 | 7,393 | 1.97% | 2.15% | 1238 | -804 | -6.26% | Q4 2025 | Jan 14, 2026 |
| LongView Wealth Management | History | Added to | 11,782 | 7,389 | 1.78% | 1.88% | 1239 | +216 | 1.87% | Q4 2025 | Jan 13, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 12,017 | 7,381 | 0.21% | 0.2% | 1240 | +288 | 2.46% | Q4 2025 | Feb 05, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 11,882 | 7,376 | 1.8% | 1.34% | 1241 | +3,584 | 43.19% | Q4 2025 | Jan 23, 2026 |
| Aperture Investors, LLC | History | New | 12,000 | 7,371 | 0.84% | — | 1243 | +12,000 | New | Q4 2025 | Feb 17, 2026 |
| FIFTH LANE CAPITAL, LP | History | Added to | 12,000 | 7,371 | 5.59% | 4.22% | 1244 | +5,000 | 71.43% | Q4 2025 | Feb 13, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 11,999 | 7,371 | 1.21% | 1.33% | 1242 | -293 | -2.38% | Q4 2025 | Feb 11, 2026 |
| Calamos Wealth Management LLC | History | Added to | 11,978 | 7,358 | 0.25% | 0.21% | 1245 | +2,444 | 25.63% | Q4 2025 | Jan 29, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Reduced | 11,965 | 7,350 | 1.95% | 1.86% | 1246 | -219 | -1.8% | Q4 2025 | Feb 09, 2026 |
| Sage Mountain Advisors LLC | History | No change | 11,943 | 7,336 | 0.39% | 0.41% | 1247 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Added to | 11,908 | 7,314 | 1.96% | 2.02% | 1248 | +218 | 1.86% | Q4 2025 | Feb 04, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 11,887 | 7,302 | 1.8% | 2.24% | 1249 | +205 | 1.75% | Q4 2025 | Jan 21, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 11,783 | 7,298 | 0.1% | 0.1% | 1250 | +1,099 | 10.29% | Q4 2025 | Feb 05, 2026 |
| Morse Asset Management, Inc | History | Added to | 11,827 | 7,265 | 1.45% | 1.09% | 1251 | +2,700 | 29.58% | Q4 2025 | Feb 03, 2026 |
| M1 Capital Management LLC | History | Reduced | 11,808 | 7,254 | 3.03% | 3.16% | 1252 | -401 | -3.28% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 11,807 | 7,252 | 0.43% | 0.34% | 1253 | -1,294 | -9.88% | Q4 2025 | Jan 30, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 11,800 | 7,248 | 2.91% | 2.93% | 1254 | -347 | -2.86% | Q4 2025 | Jan 28, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 11,788 | 7,241 | 0.69% | 0.71% | 1255 | -33 | -0.28% | Q4 2025 | Jan 23, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 11,429 | 7,236 | 0.71% | 0.77% | 1256 | -22 | -0.19% | Q4 2025 | Feb 03, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 11,754 | 7,220 | 0.57% | 0.48% | 1257 | +2,195 | 22.96% | Q4 2025 | Feb 04, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 11,741 | 7,212 | 2.5% | 2.79% | 1258 | -600 | -4.86% | Q4 2025 | Jan 12, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | New | 11,719 | 7,199 | 5.77% | — | 1259 | +11,719 | New | Q4 2025 | Jan 23, 2026 |
| XML Financial, LLC | History | Reduced | 11,710 | 7,193 | 0.59% | 0.59% | 1260 | -393 | -3.25% | Q4 2025 | Feb 11, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 11,693 | 7,183 | 0.88% | 0.87% | 1261 | -5,537 | -32.14% | Q4 2025 | Feb 11, 2026 |
| TFR Capital, LLC. | History | Added to | 11,694 | 7,183 | 2.38% | 2.3% | 1262 | +229 | 2.0% | Q4 2025 | Jan 27, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 11,625 | 7,178 | 2.67% | 0.58% | 1263 | +212 | 1.86% | Q4 2025 | Jan 29, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | New | 11,668 | 7,167 | 6.6% | — | 1264 | +11,668 | New | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | Added to | 11,665 | 7,165 | 0.3% | 0.3% | 1265 | +180 | 1.57% | Q4 2025 | Jan 16, 2026 |
| Golden State Equity Partners | History | Reduced | 11,660 | 7,162 | 1.16% | 1.27% | 1266 | -935 | -7.42% | Q4 2025 | Jan 29, 2026 |
| RHL GROUP, LLC | History | New | 11,643 | 7,152 | 5.75% | — | 1267 | +11,643 | New | Q4 2025 | Feb 09, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 11,639 | 7,149 | 0.22% | 0.22% | 1268 | -245 | -2.06% | Q4 2025 | Jan 21, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 11,610 | 7,132 | 2.71% | 2.96% | 1269 | -1,780 | -13.29% | Q4 2025 | Feb 17, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 11,514 | 7,115 | 0.16% | 0.16% | 1270 | +199 | 1.76% | Q4 2025 | Jan 08, 2026 |
| Oxinas Partners, LLC | History | Added to | 11,563 | 7,103 | 3.42% | 3.64% | 1271 | +250 | 2.21% | Q4 2025 | Jan 26, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 11,559 | 7,100 | 5.06% | — | 1272 | +11,559 | New | Q4 2025 | Feb 13, 2026 |
| Ackerman Asset Management, LLC | History | Reduced | 11,529 | 7,082 | 4.71% | 5.03% | 1273 | -168 | -1.44% | Q4 2025 | Feb 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 11,502 | 7,066 | 2.21% | 2.28% | 1274 | +168 | 1.48% | Q4 2025 | Jan 07, 2026 |
| Stony Point Capital LLC | History | New | 11,500 | 7,064 | 0.52% | — | 1275 | +11,500 | New | Q4 2025 | Feb 17, 2026 |
| Prospect Financial Services LLC | History | Reduced | 11,495 | 7,061 | 4.06% | 4.16% | 1276 | -543 | -4.51% | Q4 2025 | Feb 06, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 11,473 | 7,048 | 1.72% | 1.74% | 1277 | -769 | -6.28% | Q4 2025 | Feb 12, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 11,448 | 7,032 | 1.63% | 1.7% | 1278 | -582 | -4.84% | Q4 2025 | Jan 26, 2026 |
| Annex Advisory Services, LLC | History | Added to | 11,443 | 7,029 | 0.13% | 0.05% | 1279 | +7,748 | 209.69% | Q4 2025 | Jan 26, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 11,416 | 7,012 | 1.18% | — | 1280 | +11,416 | New | Q4 2025 | Feb 12, 2026 |
| Mount Lucas Management LP | History | Reduced | 11,402 | 7,004 | 2.8% | 11.8% | 1281 | -36,445 | -76.17% | Q4 2025 | Feb 05, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 11,374 | 6,987 | 1.92% | 1.82% | 1282 | +268 | 2.41% | Q4 2025 | Feb 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 11,363 | 6,980 | 0.95% | — | 1283 | +11,363 | New | Q4 2025 | Feb 09, 2026 |
| Balboa Wealth Partners | History | Added to | 11,349 | 6,971 | 1.15% | 1.11% | 1284 | +673 | 6.3% | Q4 2025 | Jan 16, 2026 |
| Triumph Capital Management | History | Reduced | 11,330 | 6,960 | 1.5% | 1.84% | 1285 | -104 | -0.91% | Q4 2025 | Feb 12, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 11,451 | 6,936 | 1.72% | 2.05% | 1286 | -700 | -5.76% | Q4 2025 | Feb 05, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 11,281 | 6,929 | 2.3% | 2.58% | 1287 | -1,314 | -10.43% | Q4 2025 | Feb 12, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 11,267 | 6,921 | 0.44% | 0.46% | 1288 | -475 | -4.05% | Q4 2025 | Feb 17, 2026 |
| Financial Partners Group, Inc | History | Added to | 11,108 | 6,907 | 0.8% | 0.82% | 1289 | +195 | 1.79% | Q4 2025 | Feb 03, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 11,226 | 6,896 | 0.02% | 0.02% | 1290 | -699 | -5.86% | Q4 2025 | Feb 13, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 11,214 | 6,888 | 0.4% | 0.14% | 1291 | +7,469 | 199.44% | Q4 2025 | Feb 17, 2026 |
| Cyr Financial Inc. | History | Added to | 11,211 | 6,887 | 4.29% | 4.28% | 1292 | +776 | 7.44% | Q4 2025 | Jan 16, 2026 |
| GTS SECURITIES LLC | History | Reduced | 11,206 | 6,883 | 0.23% | 8.43% | 1293 | -354,357 | -96.93% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 11,191 | 6,874 | 0.08% | 0.09% | 1294 | -825 | -6.87% | Q4 2025 | Jan 26, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 11,176 | 6,865 | 1.3% | 1.39% | 1295 | -316 | -2.75% | Q4 2025 | Feb 17, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 11,151 | 6,849 | 0.58% | 0.61% | 1296 | -456 | -3.93% | Q4 2025 | Feb 06, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 11,130 | 6,837 | 0.08% | 0.08% | 1297 | -135 | -1.2% | Q4 2025 | Feb 13, 2026 |
| Modus Advisors, LLC | History | Reduced | 11,123 | 6,833 | 1.8% | 1.86% | 1298 | -259 | -2.28% | Q4 2025 | Feb 11, 2026 |
| Element Squared LLC | History | New | 11,106 | 6,822 | 3.7% | — | 1302 | +11,106 | New | Q4 2025 | Jan 20, 2026 |
| May Barnhard Investments LLC | History | Reduced | 11,105 | 6,822 | 3.22% | 3.3% | 1301 | -737 | -6.22% | Q4 2025 | Jan 28, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 11,105 | 6,822 | 1.3% | 1.33% | 1300 | -167 | -1.48% | Q4 2025 | Jan 26, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 11,106 | 6,822 | 0.25% | 0.26% | 1299 | +16 | 0.14% | Q4 2025 | Feb 13, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 11,122 | 6,819 | 4.05% | 4.08% | 1303 | -633 | -5.38% | Q4 2025 | Jan 06, 2026 |
| HCR Wealth Advisors | History | Reduced | 11,096 | 6,816 | 0.68% | 0.71% | 1304 | -160 | -1.42% | Q4 2025 | Jan 27, 2026 |
| Indivisible Partners | History | New | 11,080 | 6,806 | 0.74% | — | 1305 | +11,080 | New | Q4 2025 | Feb 03, 2026 |
| Fermata Advisors, LLC | History | Reduced | 11,064 | 6,796 | 1.63% | 1.73% | 1306 | -277 | -2.44% | Q4 2025 | Jan 08, 2026 |
| J. Team Financial, Inc. | History | Added to | 11,017 | 6,767 | 6.76% | 6.64% | 1307 | +120 | 1.1% | Q4 2025 | Jan 29, 2026 |
| Busey Bank | History | Added to | 10,980 | 6,745 | 0.18% | 0.18% | 1308 | +292 | 2.73% | Q4 2025 | Jan 27, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 10,962 | 6,734 | 0.66% | 0.67% | 1309 | -158 | -1.42% | Q4 2025 | Jan 20, 2026 |
| Hyposwiss Advisors SA | History | New | 10,935 | 6,717 | 6.59% | — | 1310 | +10,935 | New | Q4 2025 | Feb 17, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 10,921 | 6,708 | 2.04% | 2.18% | 1311 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Simplicity Wealth,LLC | History | Added to | 10,918 | 6,706 | 0.4% | 0.35% | 1312 | +782 | 7.72% | Q4 2025 | Jan 30, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 10,908 | 6,701 | 0.64% | 0.51% | 1313 | +4,324 | 65.67% | Q4 2025 | Jan 22, 2026 |
| Eddie Patel Inc | History | New | 10,896 | 6,693 | 4.99% | — | 1314 | +10,896 | New | Q4 2025 | Feb 17, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 10,879 | 6,683 | 0.38% | 0.38% | 1315 | +113 | 1.05% | Q4 2025 | Feb 03, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 10,866 | 6,675 | 2.44% | 2.3% | 1316 | +161 | 1.5% | Q4 2025 | Jan 21, 2026 |
| Lavaca Capital LLC | History | Added to | 10,850 | 6,665 | 1.08% | 0.52% | 1317 | +5,850 | 117.0% | Q4 2025 | Feb 13, 2026 |
| Vienna Asset Management LLC | History | Reduced | 10,795 | 6,631 | 3.76% | 3.93% | 1318 | -182 | -1.66% | Q4 2025 | Feb 13, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 10,789 | 6,627 | 5.6% | 5.27% | 1319 | +872 | 8.79% | Q4 2025 | Jan 09, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 10,759 | 6,609 | 0.71% | 0.74% | 1320 | -57 | -0.53% | Q4 2025 | Jan 26, 2026 |
| CITY HOLDING CO | History | Added to | 10,744 | 6,599 | 0.81% | 0.78% | 1321 | +422 | 4.09% | Q4 2025 | Jan 22, 2026 |
| Requisite Capital Management, LLC | History | New | 10,735 | 6,594 | 1.25% | — | 1322 | +10,735 | New | Q4 2025 | Feb 05, 2026 |
| Blue Trust, Inc. | History | Added to | 10,728 | 6,590 | 0.07% | 0.07% | 1323 | +2 | 0.02% | Q4 2025 | Jan 16, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 10,653 | 6,544 | 4.67% | 5.07% | 1324 | -587 | -5.22% | Q4 2025 | Feb 03, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 10,627 | 6,528 | 1.61% | 1.53% | 1325 | +556 | 5.52% | Q4 2025 | Feb 09, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 10,606 | 6,515 | 0.36% | 0.34% | 1326 | -281 | -2.58% | Q4 2025 | Feb 06, 2026 |
| Winch Advisory Services, LLC | History | Added to | 10,579 | 6,498 | 1.44% | 1.4% | 1327 | +231 | 2.23% | Q4 2025 | Feb 03, 2026 |
| Box Hill Private Wealth LLC | History | New | 10,562 | 6,488 | 6.57% | — | 1328 | +10,562 | New | Q4 2025 | Feb 09, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 10,558 | 6,486 | 1.45% | 1.41% | 1329 | +209 | 2.02% | Q4 2025 | Jan 14, 2026 |
| Leslie Global Wealth, LLC | History | Reduced | 10,544 | 6,477 | 2.91% | 3.09% | 1330 | -417 | -3.8% | Q4 2025 | Feb 02, 2026 |
| Aurora Investment Managers, LLC. | History | Reduced | 10,532 | 6,470 | 3.67% | 3.51% | 1331 | -222 | -2.06% | Q4 2025 | Jan 08, 2026 |
| VANCE WEALTH, LLC | History | Added to | 10,529 | 6,468 | 1.92% | 1.91% | 1332 | +181 | 1.75% | Q4 2025 | Feb 17, 2026 |
| SMART Wealth LLC | History | Added to | 10,520 | 6,462 | 1.97% | 2.1% | 1334 | +1,236 | 13.31% | Q4 2025 | Jan 26, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 10,519 | 6,462 | 1.68% | 1.49% | 1333 | +820 | 8.45% | Q4 2025 | Feb 13, 2026 |
| DBK Financial Counsel, LLC | History | No change | 10,501 | 6,450 | 4.95% | 5.3% | 1335 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 10,498 | 6,449 | 0.89% | 0.66% | 1336 | +3,794 | 56.59% | Q4 2025 | Jan 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 10,473 | 6,433 | 0.12% | 0.12% | 1337 | +680 | 6.94% | Q4 2025 | Feb 10, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 10,467 | 6,430 | 0.48% | 0.62% | 1338 | -2,676 | -20.36% | Q4 2025 | Jan 20, 2026 |
| Global Assets Advisory, LLC | History | Added to | 10,464 | 6,428 | 1.84% | 1.86% | 1339 | +35 | 0.34% | Q4 2025 | Feb 09, 2026 |
| Crews Bank & Trust | History | Reduced | 10,434 | 6,409 | 0.92% | 0.94% | 1340 | -230 | -2.16% | Q4 2025 | Jan 21, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Reduced | 10,411 | 6,395 | 3.68% | 3.71% | 1341 | -27 | -0.26% | Q4 2025 | Jan 16, 2026 |
| Bollard Group LLC | History | Reduced | 10,393 | 6,384 | 0.16% | 0.26% | 1342 | -8,156 | -43.97% | Q4 2025 | Feb 13, 2026 |
| Advisory Resource Group | History | Reduced | 10,367 | 6,368 | 1.12% | 1.19% | 1343 | -670 | -6.07% | Q4 2025 | Feb 12, 2026 |
| Fortune Financial Group, Inc. | History | New | 10,280 | 6,328 | 6.22% | — | 1344 | +10,280 | New | Q4 2025 | Feb 11, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Added to | 10,299 | 6,326 | 1.03% | 1.04% | 1345 | +2 | 0.02% | Q4 2025 | Feb 17, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 10,287 | 6,319 | 2.66% | 2.58% | 1346 | +226 | 2.25% | Q4 2025 | Feb 05, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 10,283 | 6,316 | 1.28% | 1.35% | 1347 | -1,065 | -9.38% | Q4 2025 | Feb 12, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 10,274 | 6,311 | 0.13% | 0.13% | 1348 | -62 | -0.6% | Q4 2025 | Feb 10, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 10,244 | 6,293 | 5.04% | 4.8% | 1349 | -366 | -3.45% | Q4 2025 | Jan 08, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 10,224 | 6,280 | 2.68% | 2.94% | 1350 | -614 | -5.67% | Q4 2025 | Jan 26, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 10,219 | 6,277 | 0.26% | 0.28% | 1351 | -590 | -5.46% | Q4 2025 | Jan 26, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 10,184 | 6,256 | 1.23% | 1.09% | 1352 | -522 | -4.88% | Q4 2025 | Mar 03, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 10,155 | 6,238 | 0.5% | 0.49% | 1353 | +714 | 7.56% | Q4 2025 | Feb 12, 2026 |
| Riverstone Advisors, LLC | History | Added to | 10,122 | 6,217 | 2.93% | 2.93% | 1354 | +179 | 1.8% | Q4 2025 | Feb 02, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 10,070 | 6,185 | 1.32% | 1.67% | 1355 | -531 | -5.01% | Q4 2025 | Feb 02, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 10,038 | 6,166 | 1.15% | 1.2% | 1356 | +55 | 0.55% | Q4 2025 | Jan 30, 2026 |
| Objective Capital Management, LLC | History | Added to | 10,027 | 6,159 | 6.27% | 6.04% | 1357 | +303 | 3.12% | Q4 2025 | Feb 04, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 10,019 | 6,154 | 1.56% | 1.65% | 1358 | -236 | -2.3% | Q4 2025 | Feb 03, 2026 |
| PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | History | New | 10,000 | 6,143 | 12.69% | — | 1359 | +10,000 | New | Q4 2025 | Feb 12, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 10,000 | 6,143 | 0.18% | — | 1360 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| JONES ROAD CAPITAL MANAGEMENT, L.P. | History | New | 10,000 | 6,143 | 3.97% | — | 1361 | +10,000 | New | Q4 2025 | Feb 13, 2026 |
| Greenland Capital Management LP | History | New | 10,000 | 6,143 | 0.65% | — | 1362 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| Limestone Investment Advisors LP | History | New | 10,000 | 6,143 | 0.59% | — | 1364 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 10,000 | 6,143 | 0.77% | 0.81% | 1363 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 9,996 | 6,140 | 0.77% | 0.79% | 1365 | -398 | -3.83% | Q4 2025 | Feb 06, 2026 |
| Daybright Advisory Services, Inc. | History | New | 9,995 | 6,139 | 1.64% | — | 1366 | +9,995 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 9,975 | 6,127 | 0.42% | 0.42% | 1367 | -324 | -3.15% | Q4 2025 | Jan 26, 2026 |
| MATAURO, LLC | History | Reduced | 9,970 | 6,124 | 0.92% | 1.05% | 1368 | -1,039 | -9.44% | Q4 2025 | Jan 16, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 9,962 | 6,119 | 1.46% | 1.55% | 1369 | -356 | -3.45% | Q4 2025 | Jan 22, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 9,939 | 6,105 | 3.21% | — | 1370 | +9,939 | New | Q4 2025 | Feb 27, 2026 |
| Retirement Solution LLC | History | Added to | 9,932 | 6,101 | 1.35% | 1.24% | 1371 | +1,301 | 15.07% | Q4 2025 | Jan 29, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 9,880 | 6,069 | 0.78% | 0.81% | 1372 | +258 | 2.68% | Q4 2025 | Feb 04, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 9,870 | 6,062 | 2.59% | 2.71% | 1373 | +790 | 8.7% | Q4 2025 | Feb 17, 2026 |
| Victrix Investment Advisors | History | New | 9,840 | 6,044 | 2.34% | — | 1374 | +9,840 | New | Q4 2025 | Feb 11, 2026 |
| Quartz Partners, LLC | History | Added to | 9,838 | 6,043 | 2.25% | 1.99% | 1375 | +665 | 7.25% | Q4 2025 | Feb 13, 2026 |
| Waterloo Capital, L.P. | History | Added to | 9,815 | 6,029 | 0.43% | 0.42% | 1377 | +377 | 3.99% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 9,816 | 6,029 | 0.57% | 0.58% | 1376 | +13 | 0.13% | Q4 2025 | Jan 28, 2026 |
| WELCH & FORBES LLC | History | Added to | 9,813 | 6,028 | 0.07% | 0.07% | 1378 | +338 | 3.57% | Q4 2025 | Feb 10, 2026 |
| TFB Advisors LLC | History | Added to | 9,812 | 6,027 | 1.68% | 1.58% | 1379 | +726 | 7.99% | Q4 2025 | Feb 13, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 9,808 | 6,024 | 1.75% | 1.73% | 1380 | +150 | 1.55% | Q4 2025 | Jan 20, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 9,789 | 6,013 | 0.05% | — | 1381 | +9,789 | New | Q4 2025 | Feb 17, 2026 |
| DeDora Capital, Inc. | History | Added to | 9,760 | 5,995 | 1.42% | 1.41% | 1382 | +24 | 0.25% | Q4 2025 | Jan 22, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 9,756 | 5,993 | 3.75% | 3.5% | 1383 | +898 | 10.14% | Q4 2025 | Feb 24, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 9,737 | 5,981 | 1.39% | 1.58% | 1384 | -63 | -0.64% | Q4 2025 | Jan 15, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 9,729 | 5,976 | 2.0% | 2.03% | 1385 | +113 | 1.18% | Q4 2025 | Jan 22, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Reduced | 9,670 | 5,940 | 3.22% | 3.36% | 1386 | -301 | -3.02% | Q4 2025 | Jan 28, 2026 |
| Zhang Financial LLC | History | Reduced | 9,669 | 5,939 | 0.22% | 0.24% | 1387 | -25 | -0.26% | Q4 2025 | Feb 10, 2026 |
| High Note Wealth, LLC | History | Reduced | 9,658 | 5,933 | 1.16% | 1.17% | 1388 | -45 | -0.46% | Q4 2025 | Feb 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 9,654 | 5,930 | 0.33% | 0.31% | 1389 | +860 | 9.78% | Q4 2025 | Jan 14, 2026 |
| Rockport Wealth LLC | History | Added to | 9,610 | 5,903 | 1.15% | 0.96% | 1390 | +1,768 | 22.55% | Q4 2025 | Feb 06, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 9,600 | 5,897 | 1.87% | 1.91% | 1391 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 9,574 | 5,881 | 0.12% | 0.12% | 1392 | +41 | 0.43% | Q4 2025 | Feb 13, 2026 |
| Marathon Trading Investment Management LLC | History | Reduced | 9,561 | 5,873 | 0.13% | 0.57% | 1393 | -4,339 | -31.22% | Q4 2025 | Feb 13, 2026 |
| Secure Asset Management, LLC | History | Added to | 9,561 | 5,873 | 0.92% | 0.8% | 1394 | +899 | 10.38% | Q4 2025 | Jan 20, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 9,554 | 5,869 | 2.12% | 2.15% | 1395 | +71 | 0.75% | Q4 2025 | Jan 28, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 9,552 | 5,867 | 2.13% | 2.17% | 1396 | +43 | 0.45% | Q4 2025 | Jan 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 9,548 | 5,865 | 0.56% | 1.04% | 1397 | +1,561 | 19.54% | Q4 2025 | Feb 17, 2026 |
| Saxony Capital Management, LLC | History | Reduced | 9,542 | 5,861 | 3.59% | 5.65% | 1398 | -4,731 | -33.15% | Q4 2025 | Jan 15, 2026 |
| CPC Advisors, LLC | History | Reduced | 9,537 | 5,858 | 0.59% | 0.66% | 1399 | -936 | -8.94% | Q4 2025 | Jan 28, 2026 |
| Bramshill Investments, LLC | History | Added to | 9,500 | 5,835 | 0.33% | 0.06% | 1400 | +8,070 | 564.34% | Q4 2025 | Feb 17, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 9,488 | 5,828 | 0.97% | 0.95% | 1401 | +1,370 | 16.88% | Q4 2025 | Jan 29, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | Reduced | 9,486 | 5,827 | 3.66% | 3.43% | 1402 | -25 | -0.26% | Q4 2025 | Feb 12, 2026 |
| True North Advisors, LLC | History | New | 9,473 | 5,819 | 0.75% | — | 1403 | +9,473 | New | Q4 2025 | Jan 22, 2026 |
| Realta Investment Advisors | History | Added to | 9,473 | 5,819 | 1.9% | 1.79% | 1404 | +543 | 6.08% | Q4 2025 | Jan 20, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 9,463 | 5,813 | 3.01% | 2.97% | 1405 | +610 | 6.89% | Q4 2025 | Jan 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 9,441 | 5,799 | 0.37% | 0.36% | 1406 | +249 | 2.71% | Q4 2025 | Jan 23, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 9,431 | 5,793 | 2.62% | 4.41% | 1407 | -6,980 | -42.53% | Q4 2025 | Jan 26, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 9,401 | 5,775 | 0.64% | 0.78% | 1408 | -588 | -5.89% | Q4 2025 | Jan 26, 2026 |
| SEARLE & CO. | History | No change | 9,364 | 5,752 | 1.48% | 1.49% | 1409 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Leelyn Smith, LLC | History | Added to | 9,362 | 5,751 | 0.83% | 0.73% | 1410 | +1,264 | 15.61% | Q4 2025 | Jan 28, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 9,363 | 5,751 | 2.27% | 2.33% | 1411 | +146 | 1.58% | Q4 2025 | Feb 11, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 9,361 | 5,750 | 1.3% | 1.31% | 1412 | -238 | -2.48% | Q4 2025 | Feb 05, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 9,359 | 5,749 | 4.27% | 3.85% | 1413 | +1,270 | 15.7% | Q4 2025 | Jan 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 9,350 | 5,744 | 0.01% | 0.01% | 1414 | +1,537 | 19.67% | Q4 2025 | Feb 17, 2026 |
| Global Wealth Management, LLC | History | Reduced | 9,327 | 5,729 | 3.08% | 3.62% | 1415 | -2,173 | -18.9% | Q4 2025 | Jan 26, 2026 |
| FARMERS TRUST CO | History | Reduced | 9,322 | 5,726 | 0.93% | 0.97% | 1416 | -57 | -0.61% | Q4 2025 | Jan 06, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 9,296 | 5,710 | 0.39% | 0.33% | 1417 | +1,845 | 24.76% | Q4 2025 | Jan 16, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 9,286 | 5,704 | 0.8% | 0.82% | 1418 | +303 | 3.37% | Q4 2025 | Feb 09, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 9,281 | 5,701 | 0.1% | 0.1% | 1419 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vigilare Wealth Management | History | Reduced | 9,272 | 5,695 | 1.92% | 2.16% | 1420 | -1,121 | -10.79% | Q4 2025 | Jan 07, 2026 |
| Arrowroot Family Office, LLC | History | New | 9,254 | 5,684 | 2.07% | — | 1421 | +9,254 | New | Q4 2025 | Feb 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 9,250 | 5,682 | 0.38% | 0.39% | 1422 | +22 | 0.24% | Q4 2025 | Jan 08, 2026 |
| Zuckerman Investment Group, LLC | History | Reduced | 9,227 | 5,668 | 0.51% | 0.53% | 1423 | -303 | -3.18% | Q4 2025 | Feb 13, 2026 |
| Baring Financial LLC | History | Reduced | 9,198 | 5,650 | 3.44% | 4.11% | 1424 | -838 | -8.35% | Q4 2025 | Jan 07, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 9,174 | 5,635 | 1.02% | 1.01% | 1425 | -185 | -1.98% | Q4 2025 | Jan 16, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 9,168 | 5,632 | 1.73% | 1.77% | 1426 | -10 | -0.11% | Q4 2025 | Feb 12, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 9,152 | 5,622 | 1.01% | 1.06% | 1427 | -233 | -2.48% | Q4 2025 | Feb 05, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 9,144 | 5,617 | 0.35% | 0.36% | 1428 | +9 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 9,104 | 5,592 | 1.06% | 1.03% | 1429 | +30 | 0.33% | Q4 2025 | Feb 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 9,100 | 5,590 | 0.01% | 0.02% | 1430 | -356 | -3.76% | Q4 2025 | Feb 17, 2026 |
| Valued Retirements, Inc. | History | Reduced | 9,085 | 5,581 | 5.46% | 5.94% | 1431 | -455 | -4.77% | Q4 2025 | Feb 09, 2026 |
| West Financial Advisors, LLC | History | Reduced | 9,021 | 5,541 | 0.93% | 1.0% | 1432 | -1,021 | -10.17% | Q4 2025 | Jan 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 9,003 | 5,530 | 2.52% | 2.06% | 1433 | -740 | -7.6% | Q4 2025 | Jan 23, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 8,994 | 5,524 | 0.9% | 0.89% | 1434 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Monument Capital Management | History | Reduced | 8,981 | 5,517 | 1.37% | 1.44% | 1435 | -620 | -6.46% | Q4 2025 | Jan 26, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 8,971 | 5,510 | 2.01% | 2.04% | 1436 | +48 | 0.54% | Q4 2025 | Feb 04, 2026 |
| Montecito Bank & Trust | History | Reduced | 8,960 | 5,504 | 0.88% | 0.85% | 1437 | -173 | -1.89% | Q4 2025 | Jan 09, 2026 |
| Members Advisory Group LLC | History | Reduced | 8,941 | 5,504 | 2.07% | 1.91% | 1438 | -54 | -0.6% | Q4 2025 | Jan 27, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 8,958 | 5,503 | 1.34% | 1.36% | 1439 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 8,927 | 5,483 | 0.08% | 0.08% | 1440 | +627 | 7.55% | Q4 2025 | Jan 20, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 8,919 | 5,479 | 0.35% | 0.33% | 1441 | +245 | 2.82% | Q4 2025 | Feb 13, 2026 |
| Royal Capital Wealth Management, LLC | History | Added to | 8,911 | 5,474 | 3.23% | 3.28% | 1442 | +8 | 0.09% | Q4 2025 | Feb 18, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 8,723 | 5,470 | 3.67% | 3.21% | 1443 | +1,436 | 19.71% | Q4 2025 | Jan 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 8,884 | 5,457 | 0.11% | 0.12% | 1444 | -550 | -5.83% | Q4 2025 | Feb 17, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 8,884 | 5,457 | 4.24% | 4.2% | 1445 | -113 | -1.26% | Q4 2025 | Feb 10, 2026 |
| Paller Financial Services Inc | History | New | 8,878 | 5,453 | 4.37% | — | 1447 | +8,878 | New | Q4 2025 | Jan 15, 2026 |
| Cohen Capital Management, Inc. | History | Added to | 8,878 | 5,453 | 0.82% | 0.83% | 1446 | +10 | 0.11% | Q4 2025 | Jan 20, 2026 |
| COURIER CAPITAL LLC | History | Added to | 8,861 | 5,443 | 0.31% | 0.3% | 1448 | +16 | 0.18% | Q4 2025 | Jan 29, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 8,810 | 5,440 | 0.28% | 0.48% | 1449 | -5,449 | -38.21% | Q4 2025 | Feb 06, 2026 |
| Point Break Capital Management, LLC | History | New | 8,855 | 5,439 | 4.65% | — | 1450 | +8,855 | New | Q4 2025 | Feb 12, 2026 |
| Kensington Investment Counsel, LLC | History | Added to | 8,849 | 5,436 | 2.21% | 2.0% | 1451 | +659 | 8.05% | Q4 2025 | Feb 18, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 8,839 | 5,429 | 2.27% | 2.33% | 1452 | -334 | -3.64% | Q4 2025 | Jan 06, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 8,826 | 5,421 | 0.32% | — | 1453 | +8,826 | New | Q4 2025 | Feb 17, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Reduced | 8,813 | 5,413 | 1.85% | 1.91% | 1454 | -800 | -8.32% | Q4 2025 | Jan 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 8,806 | 5,409 | 0.65% | 0.65% | 1455 | -352 | -3.84% | Q4 2025 | Feb 13, 2026 |
| Guardian Partners Inc. | History | Added to | 8,925 | 5,391 | 0.43% | 0.03% | 1456 | +8,400 | 1600.0% | Q4 2025 | Feb 17, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 8,769 | 5,386 | 0.08% | 0.09% | 1457 | -1,390 | -13.68% | Q4 2025 | Feb 17, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 8,756 | 5,378 | 1.41% | 1.45% | 1458 | +95 | 1.1% | Q4 2025 | Jan 16, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 8,748 | 5,373 | 3.48% | — | 1459 | +8,748 | New | Q4 2025 | Feb 13, 2026 |
| Glenview Trust Co | History | Added to | 8,709 | 5,350 | 0.08% | 0.04% | 1460 | +4,113 | 89.49% | Q4 2025 | Feb 09, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 7,962 | 5,349 | 0.67% | 0.55% | 1461 | +1,296 | 19.44% | Q4 2025 | Jan 15, 2026 |
| Jasper Ridge Partners, L.P. | History | Reduced | 8,707 | 5,348 | 0.12% | 0.13% | 1462 | -1,200 | -12.11% | Q4 2025 | Feb 12, 2026 |
| Sharper & Granite LLC | History | Added to | 8,695 | 5,341 | 1.88% | 1.86% | 1463 | +66 | 0.76% | Q4 2025 | Jan 27, 2026 |
| Ketron Financial | History | New | 8,694 | 5,340 | 1.78% | — | 1464 | +8,694 | New | Q4 2025 | Feb 24, 2026 |
| Advance Capital Management, Inc. | History | Added to | 8,646 | 5,311 | 0.23% | 0.21% | 1465 | +414 | 5.03% | Q4 2025 | Jan 06, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 8,646 | 5,311 | 3.3% | 3.56% | 1466 | +155 | 1.83% | Q4 2025 | Jan 29, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 8,598 | 5,281 | 2.18% | 2.29% | 1467 | -350 | -3.91% | Q4 2025 | Jan 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 8,589 | 5,276 | 0.24% | 0.26% | 1468 | -645 | -6.99% | Q4 2025 | Feb 13, 2026 |
| Fortis Capital Management LLC | History | Added to | 8,564 | 5,260 | 0.7% | 0.62% | 1469 | +1,255 | 17.17% | Q4 2025 | Feb 13, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 8,557 | 5,256 | 0.96% | 1.15% | 1471 | -1,500 | -14.91% | Q4 2025 | Feb 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 8,556 | 5,256 | 0.24% | 0.23% | 1470 | +87 | 1.03% | Q4 2025 | Feb 02, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 8,553 | 5,254 | 3.67% | 4.13% | 1472 | -3,808 | -30.81% | Q4 2025 | Jan 20, 2026 |
| Reflection Asset Management | History | New | 8,475 | 5,252 | 3.73% | — | 1473 | +8,475 | New | Q4 2025 | Mar 02, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 8,514 | 5,230 | 0.14% | 0.15% | 1474 | -300 | -3.4% | Q4 2025 | Feb 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 8,501 | 5,222 | 0.57% | 0.58% | 1475 | +100 | 1.19% | Q4 2025 | Jan 26, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Reduced | 8,474 | 5,205 | 0.45% | 0.46% | 1476 | -4 | -0.05% | Q4 2025 | Jan 30, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 8,467 | 5,201 | 3.55% | 3.86% | 1477 | -149 | -1.73% | Q4 2025 | Feb 05, 2026 |
| Ignite Planners, LLC | History | Added to | 8,342 | 5,187 | 0.79% | 0.81% | 1478 | +140 | 1.71% | Q4 2025 | Feb 06, 2026 |
| Family Legacy, Inc. | History | Added to | 8,428 | 5,177 | 1.55% | 1.55% | 1479 | +10 | 0.12% | Q4 2025 | Feb 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 8,418 | 5,171 | 0.07% | 0.09% | 1480 | +738 | 9.61% | Q4 2025 | Feb 06, 2026 |
| Tactive Advisors, LLC | History | Reduced | 8,415 | 5,169 | 1.51% | 1.85% | 1481 | -2,460 | -22.62% | Q4 2025 | Jan 09, 2026 |
| Robbins Farley | History | Reduced | 8,394 | 5,156 | 2.34% | 2.18% | 1482 | -336 | -3.85% | Q4 2025 | Jan 23, 2026 |
| Custos Family Office, LLC | History | Reduced | 8,387 | 5,151 | 3.52% | 4.1% | 1483 | -3,689 | -30.55% | Q4 2025 | Feb 17, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 8,343 | 5,125 | 2.87% | 3.05% | 1484 | +78 | 0.94% | Q4 2025 | Jan 16, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | Added to | 8,335 | 5,120 | 1.33% | 1.15% | 1485 | +1,188 | 16.62% | Q4 2025 | Jan 20, 2026 |
| SFMG, LLC | History | Reduced | 8,313 | 5,106 | 0.34% | 0.45% | 1486 | -2,436 | -22.66% | Q4 2025 | Feb 10, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 8,311 | 5,105 | 0.58% | 0.61% | 1487 | -69 | -0.82% | Q4 2025 | Feb 10, 2026 |
| Polymer Capital Management (HK) LTD | History | Reduced | 8,295 | 5,095 | 0.72% | 1.4% | 1488 | -8,672 | -51.11% | Q4 2025 | Feb 13, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 8,283 | 5,088 | 0.51% | 0.24% | 1489 | +4,379 | 112.17% | Q4 2025 | Feb 13, 2026 |
| GFG Capital, LLC | History | Reduced | 8,278 | 5,085 | 1.81% | 1.76% | 1490 | -201 | -2.37% | Q4 2025 | Jan 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 8,255 | 5,071 | 0.28% | 0.21% | 1491 | +2,031 | 32.63% | Q4 2025 | Feb 10, 2026 |
| Purus Wealth Management, LLC | History | Added to | 8,226 | 5,053 | 1.58% | 1.57% | 1492 | +56 | 0.69% | Q4 2025 | Jan 27, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 8,246 | 5,049 | 1.09% | 1.02% | 1493 | +601 | 7.86% | Q4 2025 | Feb 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 8,214 | 5,046 | 0.26% | 0.27% | 1494 | +785 | 10.57% | Q4 2025 | Feb 10, 2026 |
| Independence Bank of Kentucky | History | Added to | 8,191 | 5,031 | 0.63% | 0.58% | 1495 | +690 | 9.2% | Q4 2025 | Jan 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 8,168 | 5,017 | 0.38% | 0.36% | 1496 | +966 | 13.41% | Q4 2025 | Jan 07, 2026 |
| PFC CAPITAL GROUP, INC. | History | Reduced | 8,166 | 5,016 | 2.07% | 2.23% | 1497 | -666 | -7.54% | Q4 2025 | Feb 11, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 8,140 | 4,999 | 0.84% | 1.61% | 1498 | -7,550 | -48.12% | Q4 2025 | Jan 29, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 8,137 | 4,998 | 3.73% | 3.82% | 1499 | +202 | 2.55% | Q4 2025 | Jan 12, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 8,108 | 4,980 | 0.21% | 0.23% | 1500 | -718 | -8.14% | Q4 2025 | Feb 10, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 8,103 | 4,977 | 3.75% | 3.85% | 1501 | +918 | 12.78% | Q4 2025 | Jan 20, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 8,088 | 4,968 | 1.74% | 0.44% | 1502 | +6,239 | 337.43% | Q4 2025 | Feb 13, 2026 |
| Lifetime Wealth Management P.C. | History | New | 8,086 | 4,967 | 3.12% | — | 1503 | +8,086 | New | Q4 2025 | Mar 25, 2026 |
| Park Edge Advisors, LLC | History | Added to | 8,085 | 4,966 | 1.12% | 0.28% | 1504 | +6,045 | 296.32% | Q4 2025 | Jan 16, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 8,049 | 4,944 | 2.0% | 2.05% | 1505 | +243 | 3.11% | Q4 2025 | Jan 22, 2026 |
| MCF Advisors LLC | History | Added to | 8,018 | 4,925 | 0.27% | 0.29% | 1506 | +178 | 2.27% | Q4 2025 | Feb 11, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | Added to | 8,015 | 4,923 | 5.37% | 5.32% | 1507 | +389 | 5.1% | Q4 2025 | Jan 14, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Added to | 8,010 | 4,920 | 3.06% | 2.96% | 1508 | +76 | 0.96% | Q4 2025 | Jan 20, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 8,006 | 4,918 | 1.46% | 3.38% | 1509 | -9,612 | -54.56% | Q4 2025 | Feb 09, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 7,991 | 4,908 | 1.43% | 1.58% | 1510 | +301 | 3.91% | Q4 2025 | Feb 10, 2026 |
| GSG Advisors LLC | History | Added to | 7,988 | 4,906 | 1.27% | 1.27% | 1511 | +61 | 0.77% | Q4 2025 | Jan 08, 2026 |
| Simplify Asset Management Inc. | History | New | 8,000 | 4,904 | 0.08% | — | 1512 | +8,000 | New | Q4 2025 | Feb 09, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 7,982 | 4,903 | 0.6% | 0.7% | 1513 | -1,616 | -16.84% | Q4 2025 | Jan 07, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 7,982 | 4,903 | 1.99% | 1.98% | 1514 | +94 | 1.19% | Q4 2025 | Jan 15, 2026 |
| Capital Developers, LLC | History | New | 7,972 | 4,897 | 4.39% | — | 1515 | +7,972 | New | Q4 2025 | Jan 30, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 7,964 | 4,892 | 0.08% | 0.08% | 1516 | -206 | -2.52% | Q4 2025 | Feb 11, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 7,937 | 4,875 | 0.39% | 0.37% | 1517 | +1,138 | 16.74% | Q4 2025 | Jan 13, 2026 |
| Stillwater Wealth Management Group | History | Reduced | 7,932 | 4,872 | 3.3% | 3.58% | 1518 | -599 | -7.02% | Q4 2025 | Jan 27, 2026 |
| ASPIRIANT, LLC | History | Added to | 7,927 | 4,870 | 0.14% | 0.13% | 1519 | +715 | 9.91% | Q4 2025 | Jan 20, 2026 |
| Westmount Partners, LLC | History | Reduced | 7,919 | 4,864 | 1.21% | 1.25% | 1520 | -86 | -1.07% | Q4 2025 | Jan 15, 2026 |
| Innovative Wealth Building LLC | History | Added to | 7,890 | 4,847 | 3.53% | 3.54% | 1521 | +314 | 4.14% | Q4 2025 | Feb 17, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 7,890 | 4,846 | 2.2% | 2.19% | 1522 | +179 | 2.32% | Q4 2025 | Jan 26, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Reduced | 7,820 | 4,803 | 1.02% | 1.68% | 1523 | -4,965 | -38.83% | Q4 2025 | Jan 14, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 7,815 | 4,800 | 1.93% | 1.88% | 1524 | +274 | 3.63% | Q4 2025 | Jan 14, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 7,808 | 4,796 | 0.16% | 0.15% | 1525 | +373 | 5.02% | Q4 2025 | Feb 09, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Added to | 7,711 | 4,795 | 2.09% | 1.92% | 1526 | +238 | 3.18% | Q4 2025 | Feb 17, 2026 |
| Omega Financial Group, LLC | History | Added to | 7,792 | 4,787 | 1.58% | 1.55% | 1527 | +14 | 0.18% | Q4 2025 | Jan 28, 2026 |
| Greenfield Savings Bank | History | Reduced | 7,771 | 4,773 | 2.01% | 2.0% | 1528 | -108 | -1.37% | Q4 2025 | Feb 02, 2026 |
| Iron Gate Global Advisors LLC | History | Reduced | 7,748 | 4,759 | 0.49% | 1.06% | 1529 | -42,433 | -84.56% | Q4 2025 | Feb 17, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 7,720 | 4,742 | 2.76% | 4.34% | 1531 | -4,336 | -35.97% | Q4 2025 | Jan 28, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 7,720 | 4,742 | 0.03% | 0.03% | 1530 | +1,417 | 22.48% | Q4 2025 | Feb 11, 2026 |
| NovaPoint Capital, LLC | History | Added to | 7,712 | 4,737 | 1.22% | 1.12% | 1532 | +106 | 1.39% | Q4 2025 | Jan 21, 2026 |
| Empire Life Investments Inc. | History | New | 7,700 | 4,730 | 0.27% | — | 1533 | +7,700 | New | Q4 2025 | Feb 04, 2026 |
| Soundwatch Capital LLC | History | Added to | 7,679 | 4,717 | 0.73% | 0.74% | 1534 | +1 | 0.01% | Q4 2025 | Feb 10, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 7,669 | 4,711 | 0.0% | 0.0% | 1535 | -10,155 | -56.97% | Q4 2025 | Feb 11, 2026 |
| Warm Springs Advisors Inc. | History | Reduced | 7,658 | 4,704 | 3.64% | 4.29% | 1536 | -1,740 | -18.51% | Q4 2025 | Jan 27, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 7,656 | 4,703 | 1.75% | 1.8% | 1537 | -172 | -2.2% | Q4 2025 | Feb 04, 2026 |
| SouthState Bank Corp | History | Reduced | 7,655 | 4,702 | 0.21% | 0.22% | 1538 | -131 | -1.68% | Q4 2025 | Feb 11, 2026 |
| KLCM Advisors, Inc. | History | New | 7,619 | 4,680 | 0.4% | — | 1539 | +7,619 | New | Q4 2025 | Feb 04, 2026 |
| Marble Wealth, LLC | History | New | 7,613 | 4,676 | 0.65% | — | 1540 | +7,613 | New | Q4 2025 | Feb 10, 2026 |
| Teucrium Investment Advisors, LLC | History | New | 7,580 | 4,656 | 5.11% | — | 1541 | +7,580 | New | Q4 2025 | Feb 17, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 7,567 | 4,648 | 2.68% | 2.67% | 1542 | -106 | -1.38% | Q4 2025 | Jan 15, 2026 |
| Signature Equity Partners, LLC | History | New | 7,551 | 4,638 | 2.57% | — | 1543 | +7,551 | New | Q4 2025 | Feb 17, 2026 |
| BayBridge Capital Group, LLC | History | Reduced | 7,545 | 4,634 | 2.87% | 2.95% | 1544 | -174 | -2.25% | Q4 2025 | Jan 16, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 7,494 | 4,618 | 0.62% | 0.58% | 1545 | -442 | -5.57% | Q4 2025 | Feb 11, 2026 |
| Alpha Financial Partners, LLC | History | Added to | 7,510 | 4,613 | 2.82% | 2.24% | 1546 | +1,775 | 30.95% | Q4 2025 | Feb 10, 2026 |
| Independent Advisor Alliance | History | Added to | 7,505 | 4,610 | 0.11% | 0.12% | 1547 | +27 | 0.36% | Q4 2025 | Feb 04, 2026 |
| KKM Financial LLC | History | Added to | 7,496 | 4,604 | 0.82% | 0.17% | 1548 | +6,597 | 733.82% | Q4 2025 | Feb 18, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 7,491 | 4,601 | 0.22% | 0.34% | 1549 | -549 | -6.83% | Q4 2025 | Feb 12, 2026 |
| LAM GROUP, INC. | History | No change | 7,475 | 4,591 | 2.63% | 2.78% | 1550 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Nvest Financial, LLC | History | Added to | 7,467 | 4,587 | 1.91% | 1.89% | 1551 | +1,999 | 36.56% | Q4 2025 | Feb 10, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 7,448 | 4,575 | 0.16% | 0.16% | 1552 | +74 | 1.0% | Q4 2025 | Jan 15, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 7,445 | 4,574 | 0.83% | 0.8% | 1553 | -140 | -1.85% | Q4 2025 | Jan 14, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 7,439 | 4,569 | 1.06% | 1.06% | 1554 | -17 | -0.23% | Q4 2025 | Feb 05, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 7,431 | 4,565 | 1.53% | 1.42% | 1556 | +550 | 7.99% | Q4 2025 | Feb 06, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 7,431 | 4,565 | 1.63% | 1.64% | 1555 | +65 | 0.88% | Q4 2025 | Feb 17, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 7,429 | 4,563 | 1.81% | 1.69% | 1557 | +899 | 13.77% | Q4 2025 | Feb 05, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 7,472 | 4,556 | 0.38% | 0.33% | 1558 | -43 | -0.57% | Q4 2025 | Jan 27, 2026 |
| Centric Wealth Management | History | Added to | 7,260 | 4,545 | 0.96% | 1.02% | 1559 | +2 | 0.03% | Q4 2025 | Feb 04, 2026 |
| Tudor Financial Inc. | History | Reduced | 7,378 | 4,532 | 2.32% | 2.36% | 1560 | -30 | -0.4% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 7,374 | 4,529 | 0.15% | 0.16% | 1561 | -115 | -1.54% | Q4 2025 | Feb 17, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 7,368 | 4,526 | 0.13% | 0.13% | 1562 | -1 | -0.01% | Q4 2025 | Feb 13, 2026 |
| Finward Bancorp | History | Added to | 7,277 | 4,470 | 3.47% | 3.3% | 1563 | +39 | 0.54% | Q4 2025 | Jan 21, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 7,242 | 4,448 | 3.25% | 3.3% | 1564 | +188 | 2.67% | Q4 2025 | Jan 21, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 7,220 | 4,435 | 0.56% | 0.66% | 1565 | -1,246 | -14.72% | Q4 2025 | Feb 10, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 7,210 | 4,429 | 3.01% | 3.4% | 1566 | -603 | -7.72% | Q4 2025 | Jan 29, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 7,209 | 4,428 | 1.02% | 0.97% | 1567 | +714 | 10.99% | Q4 2025 | Jan 20, 2026 |
| Apollon Financial, LLC | History | Added to | 7,209 | 4,428 | 0.64% | 0.67% | 1568 | +539 | 8.08% | Q4 2025 | Jan 22, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 7,205 | 4,426 | 0.63% | 0.63% | 1569 | +263 | 3.79% | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 7,182 | 4,412 | 0.65% | 0.65% | 1570 | +3 | 0.04% | Q4 2025 | Feb 09, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | Reduced | 7,172 | 4,405 | 0.33% | 0.33% | 1571 | -26 | -0.36% | Q4 2025 | Feb 04, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 7,158 | 4,397 | 3.42% | — | 1572 | +7,158 | New | Q4 2025 | Mar 05, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Reduced | 7,144 | 4,396 | 3.51% | 3.53% | 1573 | -186 | -2.54% | Q4 2025 | Feb 12, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 7,152 | 4,393 | 0.3% | 0.7% | 1574 | -9,551 | -57.18% | Q4 2025 | Feb 10, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Reduced | 7,085 | 4,378 | 2.33% | 2.31% | 1575 | -156 | -2.15% | Q4 2025 | Jan 06, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 7,109 | 4,366 | 3.88% | — | 1576 | +7,109 | New | Q4 2025 | Feb 05, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | Reduced | 7,100 | 4,361 | 1.32% | 1.53% | 1577 | -1,600 | -18.39% | Q4 2025 | Feb 12, 2026 |
| ELLERSON GROUP INC /ADV | History | Reduced | 7,073 | 4,345 | 2.94% | 2.67% | 1578 | -71 | -0.99% | Q4 2025 | Feb 09, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 7,064 | 4,339 | 2.16% | 1.97% | 1579 | +107 | 1.54% | Q4 2025 | Feb 05, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 7,062 | 4,338 | 1.44% | 1.48% | 1580 | -244 | -3.34% | Q4 2025 | Jan 22, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 7,052 | 4,332 | 1.95% | 2.01% | 1581 | +50 | 0.71% | Q4 2025 | Feb 10, 2026 |
| Clayton Financial Group LLC | History | Reduced | 7,042 | 4,326 | 2.21% | 3.09% | 1582 | -1 | -0.01% | Q4 2025 | Jan 21, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 7,032 | 4,320 | 1.3% | 1.36% | 1583 | -176 | -2.44% | Q4 2025 | Jan 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 7,031 | 4,319 | 0.04% | 0.05% | 1584 | -508 | -6.74% | Q4 2025 | Feb 13, 2026 |
| BankPlus Trust Department | History | Reduced | 7,029 | 4,317 | 1.13% | 1.18% | 1585 | -317 | -4.32% | Q4 2025 | Jan 27, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 7,026 | 4,316 | 0.32% | 0.35% | 1586 | -618 | -8.08% | Q4 2025 | Feb 18, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 7,021 | 4,313 | 0.27% | 0.29% | 1587 | -213 | -2.94% | Q4 2025 | Jan 21, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 7,017 | 4,310 | 0.66% | 0.69% | 1588 | +4 | 0.06% | Q4 2025 | Feb 03, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 7,014 | 4,309 | 1.3% | 1.37% | 1589 | +3,447 | 96.64% | Q4 2025 | Feb 12, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 7,014 | 4,308 | 3.0% | 3.05% | 1590 | -318 | -4.34% | Q4 2025 | Feb 04, 2026 |
| Ironwood Financial, llc | History | Reduced | 6,868 | 4,307 | 0.73% | 0.8% | 1591 | -654 | -8.69% | Q4 2025 | Jan 15, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | New | 6,993 | 4,295 | 4.3% | — | 1592 | +6,993 | New | Q4 2025 | Feb 06, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 6,978 | 4,286 | 3.55% | 3.56% | 1593 | -250 | -3.46% | Q4 2025 | Jan 22, 2026 |
| QTR Family Wealth, LLC | History | Added to | 7,005 | 4,283 | 1.89% | 1.91% | 1594 | +302 | 4.51% | Q4 2025 | Feb 13, 2026 |
| NCP Inc. | History | Reduced | 6,964 | 4,278 | 3.45% | 3.21% | 1595 | -237 | -3.29% | Q4 2025 | Feb 17, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 6,945 | 4,266 | 1.09% | 1.12% | 1596 | -149 | -2.1% | Q4 2025 | Jan 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 6,940 | 4,263 | 0.95% | 1.03% | 1598 | -152 | -2.14% | Q4 2025 | Jan 09, 2026 |
| Noked Israel Ltd | History | No change | 6,940 | 4,263 | 0.68% | 0.65% | 1597 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 6,927 | 4,255 | 0.95% | 0.97% | 1599 | +9 | 0.13% | Q4 2025 | Feb 06, 2026 |
| Fluent Financial, LLC | History | Reduced | 6,921 | 4,251 | 1.62% | 2.29% | 1600 | -2,813 | -28.9% | Q4 2025 | Jan 14, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | Added to | 6,908 | 4,244 | 2.06% | 1.51% | 1601 | +2,315 | 50.4% | Q4 2025 | Jan 26, 2026 |
| Drexel Morgan & Co. | History | No change | 6,900 | 4,238 | 0.66% | 0.65% | 1602 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Second Half Financial Partners, LLC | History | Added to | 6,860 | 4,214 | 1.87% | 1.81% | 1603 | +7 | 0.1% | Q4 2025 | Jan 26, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 6,858 | 4,212 | 0.12% | 0.11% | 1604 | +245 | 3.7% | Q4 2025 | Jan 20, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 6,845 | 4,205 | 1.93% | 2.05% | 1605 | -8 | -0.12% | Q4 2025 | Feb 04, 2026 |
| Trust Co | History | Added to | 6,841 | 4,202 | 0.39% | 0.38% | 1606 | +725 | 11.85% | Q4 2025 | Jan 15, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 6,829 | 4,195 | 3.7% | — | 1608 | +6,829 | New | Q4 2025 | Mar 11, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 6,829 | 4,195 | 0.25% | 0.22% | 1607 | +727 | 11.91% | Q4 2025 | Jan 29, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Reduced | 6,826 | 4,193 | 4.11% | 4.51% | 1609 | -1,062 | -13.46% | Q4 2025 | Jan 07, 2026 |
| Keebeck Wealth Management | History | Added to | 6,782 | 4,166 | 0.48% | 0.48% | 1610 | +20 | 0.3% | Q4 2025 | Feb 17, 2026 |
| Codex Capital Asset Management L.L.C. | History | No change | 6,780 | 4,165 | 1.51% | 1.53% | 1611 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prism Advisors, Inc. | History | Reduced | 6,776 | 4,162 | 1.11% | 2.6% | 1612 | -9,259 | -57.74% | Q4 2025 | Jan 23, 2026 |
| Retirement Investment Advisors, Inc. | History | Reduced | 6,757 | 4,150 | 0.33% | 0.35% | 1613 | -201 | -2.89% | Q4 2025 | Jan 21, 2026 |
| Essex Bank | History | Reduced | 6,726 | 4,131 | 0.9% | 0.92% | 1614 | -64 | -0.94% | Q4 2025 | Feb 02, 2026 |
| Diversified Enterprises, LLC | History | Added to | 6,721 | 4,128 | 0.25% | 0.25% | 1615 | +452 | 7.21% | Q4 2025 | Jan 28, 2026 |
| Beaton Management Co. Inc. | History | Reduced | 6,715 | 4,125 | 1.82% | 1.86% | 1616 | -100 | -1.47% | Q4 2025 | Feb 10, 2026 |
| WESPAC Advisors, LLC | History | Added to | 6,706 | 4,119 | 2.23% | 0.97% | 1617 | +3,945 | 142.88% | Q4 2025 | Jan 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 6,689 | 4,109 | 0.22% | 0.23% | 1618 | -78 | -1.15% | Q4 2025 | Jan 07, 2026 |
| Abound Wealth Management | History | Added to | 6,681 | 4,103 | 0.96% | 0.97% | 1619 | +228 | 3.53% | Q4 2025 | Jan 12, 2026 |
| Optimist Retirement Group LLC | History | Added to | 6,679 | 4,102 | 1.88% | 1.81% | 1620 | +6 | 0.09% | Q4 2025 | Feb 09, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 6,674 | 4,099 | 0.53% | 0.49% | 1621 | +543 | 8.86% | Q4 2025 | Feb 13, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 6,655 | 4,088 | 2.42% | 2.15% | 1622 | +1,277 | 23.74% | Q4 2025 | Feb 10, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 6,650 | 4,085 | 1.18% | 1.13% | 1623 | +40 | 0.61% | Q4 2025 | Jan 12, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 6,629 | 4,072 | 0.28% | 0.28% | 1624 | -63 | -0.94% | Q4 2025 | Jan 28, 2026 |
| Argent Trust Co | History | Reduced | 6,628 | 4,071 | 0.14% | 0.16% | 1625 | -996 | -13.06% | Q4 2025 | Feb 10, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 6,608 | 4,059 | 0.52% | 0.77% | 1626 | -2,761 | -29.47% | Q4 2025 | Feb 03, 2026 |
| High Falls Advisors, Inc | History | Reduced | 6,605 | 4,057 | 0.82% | 1.17% | 1627 | -2,895 | -30.47% | Q4 2025 | Feb 18, 2026 |
| Hardy Reed LLC | History | Reduced | 6,605 | 4,057 | 0.29% | 0.29% | 1628 | -62 | -0.93% | Q4 2025 | Feb 06, 2026 |
| GM Advisory Group, LLC | History | Added to | 6,602 | 4,055 | 0.16% | 0.07% | 1629 | +3,826 | 137.82% | Q4 2025 | Feb 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 6,587 | 4,046 | 0.24% | 0.23% | 1630 | -611 | -8.49% | Q4 2025 | Feb 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 6,540 | 4,011 | 0.06% | 0.06% | 1631 | +103 | 1.6% | Q4 2025 | Feb 09, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 6,593 | 4,008 | 0.9% | 1.0% | 1632 | +116 | 1.79% | Q4 2025 | Feb 04, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 6,536 | 4,007 | 1.54% | 1.77% | 1633 | -2 | -0.03% | Q4 2025 | Feb 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 6,519 | 4,004 | 0.07% | — | 1634 | +6,519 | New | Q4 2025 | Feb 13, 2026 |
| Independent Wealth Network Inc. | History | Added to | 6,506 | 3,996 | 1.22% | 1.13% | 1635 | +648 | 11.06% | Q4 2025 | Jan 26, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Reduced | 6,496 | 3,990 | 0.84% | 0.88% | 1636 | -294 | -4.33% | Q4 2025 | Jan 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 6,459 | 3,967 | 0.09% | 0.09% | 1637 | +69 | 1.08% | Q4 2025 | Feb 03, 2026 |
| Redwood Family Wealth LLC | History | New | 6,453 | 3,964 | 3.9% | — | 1638 | +6,453 | New | Q4 2025 | Mar 06, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 6,445 | 3,959 | 1.09% | 1.63% | 1639 | -6,179 | -48.95% | Q4 2025 | Feb 12, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 6,446 | 3,959 | 1.62% | 1.62% | 1640 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 6,435 | 3,953 | 0.11% | 0.11% | 1641 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 6,424 | 3,946 | 3.43% | 3.92% | 1642 | -1,501 | -18.94% | Q4 2025 | Feb 05, 2026 |
| River Wealth Advisors LLC | History | Reduced | 6,416 | 3,941 | 0.44% | 0.46% | 1643 | -159 | -2.42% | Q4 2025 | Feb 13, 2026 |
| Taikang Asset Management (Hong Kong) Co Ltd | History | Added to | 6,404 | 3,934 | 0.39% | 0.27% | 1644 | +2,410 | 60.34% | Q4 2025 | Feb 17, 2026 |
| SoundView Advisors Inc. | History | Reduced | 6,400 | 3,931 | 1.37% | 1.33% | 1645 | -79 | -1.22% | Q4 2025 | Feb 06, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 6,391 | 3,925 | 0.29% | 0.35% | 1646 | -44 | -0.68% | Q4 2025 | Jan 28, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 6,380 | 3,919 | 0.14% | 0.11% | 1647 | +1,208 | 23.36% | Q4 2025 | Jan 07, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 6,375 | 3,915 | 0.24% | 0.24% | 1648 | +79 | 1.25% | Q4 2025 | Feb 12, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Added to | 6,366 | 3,910 | 0.82% | 0.7% | 1649 | +988 | 18.37% | Q4 2025 | Jan 27, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 6,361 | 3,907 | 0.15% | 0.13% | 1650 | +380 | 6.35% | Q4 2025 | Feb 04, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 6,361 | 3,907 | 0.21% | 0.2% | 1651 | +349 | 5.81% | Q4 2025 | Feb 13, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 6,359 | 3,906 | 1.57% | 1.09% | 1652 | +1,684 | 36.02% | Q4 2025 | Feb 11, 2026 |
| FULTON BANK, N.A. | History | Added to | 6,355 | 3,903 | 0.13% | 0.12% | 1653 | +791 | 14.22% | Q4 2025 | Jan 08, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 6,488 | 3,902 | 0.89% | 0.99% | 1654 | +342 | 5.56% | Q4 2025 | Feb 24, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 6,349 | 3,900 | 0.11% | 0.11% | 1655 | -52 | -0.81% | Q4 2025 | Jan 12, 2026 |
| Zinnia Wealth Advisory, LLC | History | New | 6,323 | 3,884 | 4.2% | — | 1656 | +6,323 | New | Q4 2025 | Feb 13, 2026 |
| Coquina Private Wealth LLC | History | New | 6,323 | 3,884 | 3.11% | — | 1657 | +6,323 | New | Q4 2025 | Jan 29, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 6,320 | 3,882 | 0.45% | 0.41% | 1658 | +500 | 8.59% | Q4 2025 | Feb 06, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 6,315 | 3,879 | 0.25% | 0.25% | 1659 | -160 | -2.47% | Q4 2025 | Jan 16, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 6,296 | 3,867 | 2.6% | — | 1660 | +6,296 | New | Q4 2025 | Feb 03, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 6,284 | 3,860 | 0.04% | 0.04% | 1661 | +761 | 13.78% | Q4 2025 | Feb 02, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 6,277 | 3,856 | 0.08% | — | 1662 | +6,277 | New | Q4 2025 | Feb 17, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 6,212 | 3,855 | 1.01% | 1.31% | 1663 | -1,472 | -19.16% | Q4 2025 | Jan 26, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 6,097 | 3,847 | 0.03% | 0.03% | 1664 | +642 | 11.77% | Q4 2025 | Jan 28, 2026 |
| Keudell/Morrison Wealth Management | History | New | 6,262 | 3,846 | 0.81% | — | 1665 | +6,262 | New | Q4 2025 | Feb 06, 2026 |
| Plancorp, LLC | History | Reduced | 6,256 | 3,843 | 0.12% | 0.13% | 1666 | -475 | -7.06% | Q4 2025 | Feb 05, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 6,250 | 3,839 | 2.83% | 2.87% | 1667 | +8 | 0.13% | Q4 2025 | Jan 23, 2026 |
| Asset Advisory Group, Inc. | History | New | 6,221 | 3,823 | 1.91% | — | 1668 | +6,221 | New | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 6,215 | 3,817 | 0.01% | 0.01% | 1669 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LOM Asset Management Ltd | History | Added to | 6,205 | 3,811 | 1.1% | 1.05% | 1670 | +461 | 8.03% | Q4 2025 | Jan 23, 2026 |
| United Capital Management of KS, Inc. | History | Reduced | 6,203 | 3,810 | 0.53% | 0.53% | 1671 | -245 | -3.8% | Q4 2025 | Feb 17, 2026 |
| Boreal Capital Management LLC | History | Reduced | 6,199 | 3,808 | 2.87% | 3.29% | 1672 | -594 | -8.74% | Q4 2025 | Feb 17, 2026 |
| EJMK Ventures LLC | History | New | 6,195 | 3,805 | 2.34% | — | 1673 | +6,195 | New | Q4 2025 | Mar 03, 2026 |
| Weil Company, Inc. | History | Reduced | 6,192 | 3,803 | 0.87% | 0.94% | 1674 | -330 | -5.06% | Q4 2025 | Jan 14, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 6,185 | 3,799 | 0.46% | 0.46% | 1675 | -35 | -0.56% | Q4 2025 | Jan 21, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 6,181 | 3,797 | 1.06% | 0.83% | 1676 | +1,159 | 23.08% | Q4 2025 | Jan 13, 2026 |
| Vines Capital Management, LLC | History | New | 6,170 | 3,790 | 3.69% | — | 1677 | +6,170 | New | Q4 2025 | Feb 17, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 6,161 | 3,784 | 0.97% | 1.01% | 1678 | -30 | -0.48% | Q4 2025 | Jan 23, 2026 |
| Smith Salley Wealth Management | History | Added to | 6,159 | 3,783 | 0.19% | 0.19% | 1679 | +140 | 2.33% | Q4 2025 | Jan 27, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 6,153 | 3,779 | 0.32% | 0.32% | 1680 | +5 | 0.08% | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 6,085 | 3,769 | 0.14% | 0.09% | 1681 | +3,709 | 156.1% | Q4 2025 | Feb 13, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 6,103 | 3,749 | 0.57% | 0.59% | 1682 | -130 | -2.09% | Q4 2025 | Jan 13, 2026 |
| Keewaydin Investments LLC | History | New | 6,102 | 3,748 | 1.0% | — | 1683 | +6,102 | New | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 6,087 | 3,739 | 0.28% | 0.28% | 1684 | +36 | 0.59% | Q4 2025 | Feb 13, 2026 |
| Michels Family Financial, LLC | History | Added to | 6,077 | 3,733 | 2.74% | 2.53% | 1686 | +655 | 12.08% | Q4 2025 | Feb 19, 2026 |
| Keystone Financial Services, LLC | History | Added to | 6,078 | 3,733 | 2.54% | 2.54% | 1685 | +37 | 0.61% | Q4 2025 | Jan 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 6,071 | 3,729 | 0.14% | 0.13% | 1687 | +472 | 8.43% | Q4 2025 | Feb 02, 2026 |
| Winter & Associates, Inc. | History | New | 6,053 | 3,718 | 3.44% | — | 1688 | +6,053 | New | Q4 2025 | Feb 13, 2026 |
| WEST BANCORPORATION INC | History | Added to | 6,051 | 3,717 | 1.95% | 1.14% | 1689 | +2,648 | 77.81% | Q4 2025 | Jan 29, 2026 |
| Manske Wealth Management | History | Added to | 6,036 | 3,707 | 1.1% | 1.09% | 1691 | +131 | 2.22% | Q4 2025 | Feb 03, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 6,036 | 3,707 | 1.44% | 1.54% | 1690 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Forum Financial Management, LP | History | Added to | 6,016 | 3,695 | 0.05% | 0.04% | 1693 | +981 | 19.48% | Q4 2025 | Jan 27, 2026 |
| FISHMAN JAY A LTD/MI | History | No change | 6,015 | 3,695 | 0.3% | 0.31% | 1692 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 6,012 | 3,693 | 0.51% | 0.57% | 1694 | -134 | -2.18% | Q4 2025 | Jan 09, 2026 |
| MOR Wealth Management, LLC | History | New | 6,010 | 3,691 | 1.69% | — | 1695 | +6,010 | New | Q4 2025 | Jan 15, 2026 |
| Horizon Investments, LLC | History | Reduced | 6,007 | 3,690 | 0.05% | 0.05% | 1696 | -2,397 | -28.52% | Q4 2025 | Feb 02, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 5,995 | 3,683 | 0.16% | 0.16% | 1697 | +26 | 0.44% | Q4 2025 | Jan 29, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 5,992 | 3,680 | 0.53% | 0.62% | 1698 | -77 | -1.27% | Q4 2025 | Feb 11, 2026 |
| GAMMA Investing LLC | History | Added to | 5,983 | 3,675 | 0.18% | 0.13% | 1699 | +1,943 | 48.09% | Q4 2025 | Jan 05, 2026 |
| OxenFree Capital LLC | History | Added to | 5,982 | 3,674 | 1.93% | 1.84% | 1700 | +504 | 9.2% | Q4 2025 | Jan 15, 2026 |
| Curi Capital, LLC | History | Added to | 5,980 | 3,673 | 0.06% | 0.04% | 1701 | +2,472 | 70.47% | Q4 2025 | Feb 17, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 5,967 | 3,665 | 0.5% | 0.48% | 1702 | +327 | 5.8% | Q4 2025 | Jan 23, 2026 |
| South Shore Capital Advisors | History | New | 5,962 | 3,662 | 2.68% | — | 1703 | +5,962 | New | Q4 2025 | Jan 21, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 5,961 | 3,662 | 2.0% | 2.05% | 1704 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 5,955 | 3,658 | 1.03% | 1.22% | 1705 | -1,601 | -21.19% | Q4 2025 | Jan 15, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Reduced | 5,951 | 3,656 | 1.73% | 1.75% | 1706 | -19 | -0.32% | Q4 2025 | Jan 23, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 5,950 | 3,655 | 0.06% | 0.05% | 1707 | +1,236 | 26.22% | Q4 2025 | Jan 28, 2026 |
| BURNEY CO/ | History | Added to | 5,947 | 3,653 | 0.11% | 0.09% | 1708 | +1,474 | 32.95% | Q4 2025 | Jan 23, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 5,940 | 3,648 | 0.44% | 0.46% | 1709 | -148 | -2.43% | Q4 2025 | Jan 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 5,930 | 3,643 | 0.03% | 0.03% | 1710 | +18 | 0.3% | Q4 2025 | Feb 17, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 5,930 | 3,642 | 0.37% | 0.4% | 1711 | +105 | 1.8% | Q4 2025 | Feb 06, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 5,924 | 3,638 | 1.17% | 0.38% | 1713 | +2,056 | 53.15% | Q4 2025 | Jan 27, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 5,923 | 3,638 | 0.08% | 0.08% | 1712 | -369 | -5.86% | Q4 2025 | Feb 18, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 5,919 | 3,636 | 1.75% | 1.72% | 1714 | -4 | -0.07% | Q4 2025 | Feb 05, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 5,911 | 3,631 | 0.43% | 0.5% | 1715 | -1,222 | -17.13% | Q4 2025 | Jan 29, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 5,871 | 3,606 | 1.2% | 1.14% | 1716 | +587 | 11.11% | Q4 2025 | Feb 03, 2026 |
| Advisors Preferred, LLC | History | Added to | 5,876 | 3,602 | 0.59% | 0.47% | 1717 | +611 | 11.6% | Q4 2025 | Feb 02, 2026 |
| Inscription Capital, LLC | History | Added to | 5,817 | 3,573 | 0.37% | 0.3% | 1718 | +1,240 | 27.09% | Q4 2025 | Jan 29, 2026 |
| LeClair Wealth Partners LLC | History | No change | 5,810 | 3,569 | 2.07% | 2.17% | 1719 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hilltop National Bank | History | Added to | 5,809 | 3,568 | 0.86% | 0.86% | 1720 | +25 | 0.43% | Q4 2025 | Jan 07, 2026 |
| Private Capital Advisors, Inc. | History | Added to | 5,790 | 3,556 | 0.36% | 0.28% | 1721 | +1,600 | 38.19% | Q4 2025 | Feb 09, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 5,785 | 3,554 | 1.68% | 1.73% | 1722 | -156 | -2.63% | Q4 2025 | Feb 03, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 5,780 | 3,551 | 0.3% | 0.32% | 1723 | -417 | -6.73% | Q4 2025 | Feb 11, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 5,769 | 3,544 | 1.52% | 1.71% | 1724 | -459 | -7.37% | Q4 2025 | Jan 22, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 5,758 | 3,537 | 0.44% | 0.5% | 1725 | -1,000 | -14.8% | Q4 2025 | Feb 09, 2026 |
| DUTCH ASSET Corp | History | New | 5,751 | 3,533 | 2.72% | — | 1726 | +5,751 | New | Q4 2025 | Mar 11, 2026 |
| Addison Capital Co | History | Added to | 5,750 | 3,532 | 0.88% | 0.67% | 1727 | +1,952 | 51.4% | Q4 2025 | Feb 02, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 5,745 | 3,529 | 0.38% | 0.37% | 1728 | +21 | 0.37% | Q4 2025 | Jan 20, 2026 |
| Portside Wealth Group, LLC | History | Added to | 5,734 | 3,522 | 0.47% | 0.17% | 1729 | +3,662 | 176.74% | Q4 2025 | Jan 21, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 5,731 | 3,520 | 1.32% | 1.33% | 1730 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HF Advisory Group, LLC | History | Reduced | 5,729 | 3,519 | 1.23% | 1.27% | 1731 | -54 | -0.93% | Q4 2025 | Jan 23, 2026 |
| Hilton Capital Management, LLC | History | Added to | 5,720 | 3,513 | 0.26% | 0.2% | 1732 | +1,610 | 39.17% | Q4 2025 | Feb 12, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 5,714 | 3,510 | 0.38% | 0.39% | 1733 | -76 | -1.31% | Q4 2025 | Jan 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 5,713 | 3,509 | 0.49% | 0.5% | 1734 | +377 | 7.07% | Q4 2025 | Jan 23, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 5,713 | 3,509 | 0.26% | 0.26% | 1735 | +116 | 2.07% | Q4 2025 | Feb 04, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 5,706 | 3,505 | 0.38% | 0.41% | 1736 | -32 | -0.56% | Q4 2025 | Feb 10, 2026 |
| Reality Financial Planning Services, LLC | History | New | 5,705 | 3,504 | 3.36% | — | 1737 | +5,705 | New | Q4 2025 | Feb 12, 2026 |
| Westfuller Advisors, LLC | History | Added to | 5,685 | 3,492 | 1.41% | 1.49% | 1738 | +245 | 4.5% | Q4 2025 | Jan 21, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Reduced | 5,677 | 3,487 | 2.03% | 1.99% | 1739 | -34 | -0.6% | Q4 2025 | Feb 03, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 5,670 | 3,483 | 2.21% | 5.41% | 1740 | -7,642 | -57.41% | Q4 2025 | Feb 05, 2026 |
| Johnson Financial Group, LLC | History | New | 5,650 | 3,470 | 0.21% | — | 1741 | +5,650 | New | Q4 2025 | Feb 10, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 5,650 | 3,470 | 3.0% | — | 1742 | +5,650 | New | Q4 2025 | Feb 17, 2026 |
| AA Financial Advisors, LLC | History | Added to | 5,643 | 3,466 | 0.64% | 0.65% | 1743 | +152 | 2.77% | Q4 2025 | Jan 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 5,623 | 3,454 | 0.04% | 0.04% | 1744 | -318 | -5.35% | Q4 2025 | Feb 13, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 5,617 | 3,450 | 1.12% | 1.25% | 1745 | -23 | -0.41% | Q4 2025 | Jan 29, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 5,615 | 3,449 | 0.49% | 0.51% | 1746 | -15 | -0.27% | Q4 2025 | Jan 27, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 5,590 | 3,433 | 1.67% | 1.69% | 1747 | -197 | -3.4% | Q4 2025 | Feb 13, 2026 |
| Appalachian Capital Management Ltd | History | New | 5,588 | 3,432 | 2.75% | — | 1748 | +5,588 | New | Q4 2025 | Feb 17, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 5,571 | 3,422 | 0.98% | 1.1% | 1749 | -343 | -5.8% | Q4 2025 | Feb 11, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 5,567 | 3,420 | 1.86% | 1.86% | 1750 | +62 | 1.13% | Q4 2025 | Feb 05, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 5,540 | 3,402 | 0.14% | 0.07% | 1751 | +3,239 | 140.76% | Q4 2025 | Jan 28, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 5,537 | 3,401 | 0.06% | 0.06% | 1752 | +977 | 21.43% | Q4 2025 | Jan 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 5,542 | 3,397 | 0.01% | 0.01% | 1753 | -1,199 | -17.79% | Q4 2025 | Jan 15, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 5,527 | 3,395 | 0.45% | 0.82% | 1754 | -3,907 | -41.41% | Q4 2025 | Jan 21, 2026 |
| Sage Investment Advisers LLC | History | New | 5,508 | 3,383 | 2.54% | — | 1755 | +5,508 | New | Q4 2025 | Feb 10, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 5,505 | 3,381 | 1.17% | 0.91% | 1756 | +1,675 | 43.73% | Q4 2025 | Jan 08, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 5,465 | 3,357 | 1.71% | 1.71% | 1757 | +28 | 0.51% | Q4 2025 | Jan 14, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 5,459 | 3,353 | 0.73% | 0.73% | 1758 | +53 | 0.98% | Q4 2025 | Jan 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 5,455 | 3,351 | 0.0% | — | 1759 | +5,455 | New | Q4 2025 | Feb 13, 2026 |
| Midwest Professional Planners, LTD. | History | Reduced | 5,447 | 3,346 | 0.79% | 0.81% | 1760 | -51 | -0.93% | Q4 2025 | Feb 06, 2026 |
| Wagner Wealth Management, LLC | History | Reduced | 5,435 | 3,338 | 0.71% | 0.76% | 1761 | -41 | -0.75% | Q4 2025 | Jan 30, 2026 |
| SP Asset Management LLC | History | Added to | 5,426 | 3,333 | 0.26% | 0.26% | 1762 | +10 | 0.18% | Q4 2025 | Jan 28, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 5,414 | 3,325 | 0.19% | 0.11% | 1763 | +3,091 | 133.06% | Q4 2025 | Feb 09, 2026 |
| Attestor Capital Ltd | History | New | 5,354 | 3,316 | 1.57% | — | 1764 | +5,354 | New | Q4 2025 | Feb 20, 2026 |
| Noble Wealth Management PBC | History | Reduced | 5,389 | 3,310 | 1.66% | 1.93% | 1765 | -636 | -10.56% | Q4 2025 | Jan 05, 2026 |
| Foguth Wealth Management, LLC. | History | New | 5,386 | 3,302 | 0.51% | — | 1767 | +5,386 | New | Q4 2025 | Jan 05, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 5,376 | 3,302 | 0.16% | 0.16% | 1766 | -127 | -2.31% | Q4 2025 | Feb 12, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 5,373 | 3,300 | 1.91% | 2.1% | 1769 | -550 | -9.29% | Q4 2025 | Jan 27, 2026 |
| Asset Dedication, LLC | History | Reduced | 5,373 | 3,300 | 0.22% | 0.22% | 1768 | -55 | -1.01% | Q4 2025 | Jan 26, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 5,266 | 3,296 | 0.74% | 0.75% | 1770 | +197 | 3.89% | Q4 2025 | Jan 14, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 5,372 | 3,293 | 0.52% | 0.55% | 1771 | -132 | -2.4% | Q4 2025 | Jan 08, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 5,357 | 3,291 | 0.56% | 0.53% | 1772 | +81 | 1.54% | Q4 2025 | Feb 10, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 5,354 | 3,289 | 1.34% | 1.36% | 1773 | -3 | -0.06% | Q4 2025 | Jan 09, 2026 |
| STAR Financial Bank | History | Reduced | 5,353 | 3,288 | 1.68% | 1.99% | 1774 | -262 | -4.67% | Q4 2025 | Feb 13, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 5,352 | 3,287 | 0.21% | 0.26% | 1775 | -821 | -13.3% | Q4 2025 | Feb 05, 2026 |
| Investmark Advisory Group LLC | History | Added to | 5,350 | 3,286 | 1.4% | 1.39% | 1776 | +5 | 0.09% | Q4 2025 | Jan 28, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 5,347 | 3,284 | 1.76% | 1.81% | 1777 | -115 | -2.11% | Q4 2025 | Feb 24, 2026 |
| BIP Wealth, LLC | History | Added to | 5,344 | 3,283 | 0.12% | 0.09% | 1778 | +2,153 | 67.47% | Q4 2025 | Jan 21, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 5,342 | 3,281 | 1.55% | 1.64% | 1780 | -73 | -1.35% | Q4 2025 | Jan 29, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 5,342 | 3,281 | 2.68% | 2.71% | 1779 | -21 | -0.39% | Q4 2025 | Feb 03, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 5,337 | 3,278 | 1.42% | 1.57% | 1781 | -53 | -0.98% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Group, LLC | History | Reduced | 5,328 | 3,273 | 1.57% | 1.62% | 1782 | -111 | -2.04% | Q4 2025 | Jan 12, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 5,326 | 3,271 | 0.81% | 1.13% | 1783 | -2,066 | -27.95% | Q4 2025 | Jan 29, 2026 |
| CASTLEARK MANAGEMENT LLC | History | New | 5,320 | 3,268 | 0.1% | — | 1784 | +5,320 | New | Q4 2025 | Feb 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 5,310 | 3,262 | 0.53% | 0.53% | 1785 | +358 | 7.23% | Q4 2025 | Feb 17, 2026 |
| SNS Financial Group, LLC | History | Reduced | 5,309 | 3,261 | 0.28% | 0.28% | 1786 | -119 | -2.19% | Q4 2025 | Feb 02, 2026 |
| Carl P. Sherr & Co., LLC | History | Reduced | 5,240 | 3,258 | 1.45% | 1.52% | 1787 | -109 | -2.04% | Q4 2025 | Feb 09, 2026 |
| PATRON PARTNERS, LLC | History | Added to | 5,290 | 3,249 | 1.45% | 1.42% | 1788 | +58 | 1.11% | Q4 2025 | Feb 11, 2026 |
| Value Investment Professionals, LLC | History | New | 5,283 | 3,245 | 3.4% | — | 1789 | +5,283 | New | Q4 2025 | Feb 11, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 5,255 | 3,228 | 2.72% | 2.76% | 1790 | -345 | -6.16% | Q4 2025 | Jan 21, 2026 |
| Aberdeen Group plc | History | Added to | 5,243 | 3,220 | 0.0% | 0.0% | 1792 | +1,567 | 42.63% | Q4 2025 | Jan 16, 2026 |
| CWC Advisors, LLC. | History | Reduced | 5,242 | 3,220 | 1.55% | 1.55% | 1791 | -40 | -0.76% | Q4 2025 | Jan 26, 2026 |
| Veridan Wealth LLC | History | Reduced | 5,211 | 3,200 | 1.08% | 1.08% | 1793 | -4 | -0.08% | Q4 2025 | Feb 13, 2026 |
| Fairscale Capital, LLC | History | Added to | 5,207 | 3,198 | 2.12% | 2.14% | 1794 | +16 | 0.31% | Q4 2025 | Feb 17, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 5,195 | 3,191 | 1.13% | 1.16% | 1795 | -44 | -0.84% | Q4 2025 | Feb 13, 2026 |
| Dorato Capital Management | History | New | 5,147 | 3,188 | 2.39% | — | 1796 | +5,147 | New | Q4 2025 | Jan 16, 2026 |
| Tidemark, LLC | History | Added to | 5,185 | 3,185 | 0.91% | 0.79% | 1797 | +648 | 14.28% | Q4 2025 | Feb 10, 2026 |
| TSG Advice Partners, LLC | History | New | 5,175 | 3,179 | 0.49% | — | 1798 | +5,175 | New | Q4 2025 | Feb 17, 2026 |
| Northwest Financial Advisors | History | Reduced | 5,161 | 3,170 | 6.52% | 4.44% | 1801 | -596 | -10.35% | Q4 2025 | Jan 26, 2026 |
| Geneva Partners, LLC | History | Added to | 5,160 | 3,170 | 1.13% | 1.09% | 1800 | +172 | 3.45% | Q4 2025 | Feb 03, 2026 |
| LWM Advisory Services, LLC | History | Added to | 5,160 | 3,170 | 1.86% | 1.78% | 1799 | +86 | 1.69% | Q4 2025 | Feb 12, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 5,159 | 3,169 | 0.91% | 0.91% | 1802 | +95 | 1.88% | Q4 2025 | Jan 27, 2026 |
| Capital Planning Advisors, LLC | History | No change | 5,140 | 3,157 | 0.42% | 0.42% | 1803 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First Citizens Financial Corp | History | Added to | 5,136 | 3,155 | 1.56% | 1.31% | 1804 | +720 | 16.3% | Q4 2025 | Jan 06, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 5,136 | 3,154 | 1.54% | 1.53% | 1805 | +77 | 1.52% | Q4 2025 | Feb 13, 2026 |
| Perfromance Wealth Partners, LLC | History | Added to | 5,133 | 3,153 | 0.09% | 0.08% | 1806 | +472 | 10.13% | Q4 2025 | Jan 21, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 5,127 | 3,149 | 0.79% | 0.85% | 1807 | -372 | -6.76% | Q4 2025 | Jan 02, 2026 |
| Purkiss Capital Advisors LLC | History | Reduced | 5,127 | 3,149 | 1.48% | 1.5% | 1808 | -103 | -1.97% | Q4 2025 | Feb 04, 2026 |
| Carroll Advisory Group, LLC | History | New | 5,109 | 3,138 | 1.36% | — | 1809 | +5,109 | New | Q4 2025 | Feb 09, 2026 |
| FC Advisory LLC | History | Reduced | 5,103 | 3,135 | 0.9% | 0.9% | 1810 | -11 | -0.22% | Q4 2025 | Jan 13, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 5,098 | 3,131 | 2.19% | 2.17% | 1811 | -128 | -2.45% | Q4 2025 | Feb 04, 2026 |
| Mirador Capital Partners LP | History | Added to | 5,093 | 3,128 | 0.43% | 0.42% | 1812 | +197 | 4.02% | Q4 2025 | Jan 14, 2026 |
| Compass Financial Services Inc | History | Reduced | 5,083 | 3,122 | 1.35% | 1.35% | 1813 | -11 | -0.22% | Q4 2025 | Feb 27, 2026 |
| Ballew Advisors, Inc | History | Added to | 4,959 | 3,105 | 1.75% | 1.64% | 1814 | +38 | 0.77% | Q4 2025 | Jan 14, 2026 |
| 71 West Capital Partners | History | New | 5,051 | 3,102 | 0.14% | — | 1816 | +5,051 | New | Q4 2025 | Feb 17, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 5,050 | 3,102 | 0.73% | 0.64% | 1815 | +700 | 16.09% | Q4 2025 | Jan 30, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 5,032 | 3,091 | 0.83% | 0.91% | 1817 | -367 | -6.8% | Q4 2025 | Feb 09, 2026 |
| Facet Wealth, Inc. | History | Added to | 4,869 | 3,082 | 0.05% | 0.04% | 1818 | +2,006 | 70.07% | Q4 2025 | Jan 29, 2026 |
| GGM Financials LLC | History | Reduced | 5,018 | 3,082 | 1.5% | 1.52% | 1819 | -4 | -0.08% | Q4 2025 | Feb 04, 2026 |
| Pearl Planning LLC | History | New | 5,004 | 3,073 | 1.88% | — | 1820 | +5,004 | New | Q4 2025 | Feb 03, 2026 |
| 1ST SOURCE BANK | History | Added to | 5,000 | 3,071 | 0.16% | 0.16% | 1821 | +17 | 0.34% | Q4 2025 | Feb 05, 2026 |
| Brookwood Investment Group LLC | History | Added to | 4,998 | 3,070 | 0.37% | 0.34% | 1822 | +612 | 13.95% | Q4 2025 | Jan 22, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 4,993 | 3,067 | 1.88% | 2.15% | 1823 | -608 | -10.86% | Q4 2025 | Feb 12, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 4,989 | 3,064 | 2.8% | 0.39% | 1824 | +550 | 12.39% | Q4 2025 | Feb 09, 2026 |
| One Day In July LLC | History | Added to | 4,970 | 3,052 | 0.25% | 0.24% | 1826 | +166 | 3.46% | Q4 2025 | Feb 04, 2026 |
| Summit Asset Management, LLC | History | Added to | 4,969 | 3,052 | 0.43% | 0.45% | 1825 | +47 | 0.95% | Q4 2025 | Feb 09, 2026 |
| Markin Asset Management, LP | History | New | 4,959 | 3,046 | 3.35% | — | 1827 | +4,959 | New | Q4 2025 | Feb 13, 2026 |
| Greystone Financial Group, LLC | History | Reduced | 4,926 | 3,025 | 0.47% | 0.65% | 1828 | -2,095 | -29.84% | Q4 2025 | Jan 27, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 4,911 | 3,016 | 0.98% | 0.72% | 1830 | +1,419 | 40.64% | Q4 2025 | Feb 11, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 4,911 | 3,016 | 0.22% | 0.22% | 1829 | +1 | 0.02% | Q4 2025 | Feb 06, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 4,907 | 3,014 | 2.51% | 2.7% | 1831 | -564 | -10.31% | Q4 2025 | Jan 23, 2026 |
| Charles Schwab Trust Co | History | Reduced | 4,906 | 3,013 | 0.2% | 0.21% | 1832 | -316 | -6.05% | Q4 2025 | Jan 09, 2026 |
| Praxis Capital Management LLC | History | New | 4,900 | 3,010 | 10.78% | — | 1833 | +4,900 | New | Q4 2025 | Feb 09, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 4,899 | 3,009 | 2.44% | 2.39% | 1834 | +56 | 1.16% | Q4 2025 | Jan 20, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 4,885 | 3,000 | 0.33% | 0.33% | 1835 | -2 | -0.04% | Q4 2025 | Feb 18, 2026 |
| Prospera Capital Management, LLC | History | No change | 4,884 | 3,000 | 1.51% | 1.42% | 1836 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Capital CS Group, LLC | History | Added to | 4,854 | 2,981 | 4.59% | 4.35% | 1837 | +263 | 5.73% | Q4 2025 | Jan 09, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 4,849 | 2,978 | 0.02% | 0.01% | 1838 | +851 | 21.29% | Q4 2025 | Jan 13, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 4,840 | 2,973 | 0.65% | — | 1839 | +4,840 | New | Q4 2025 | Feb 18, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 1,437,073 | 2,967 | 0.23% | 0.22% | 1840 | +824 | 0.06% | Q4 2025 | Feb 11, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 4,815 | 2,957 | 0.13% | 0.14% | 1841 | -245 | -4.84% | Q4 2025 | Jan 22, 2026 |
| Intrua Financial, LLC | History | Reduced | 4,802 | 2,950 | 0.31% | 0.32% | 1842 | -91 | -1.86% | Q4 2025 | Feb 05, 2026 |
| Massachusetts Wealth Management | History | Reduced | 4,798 | 2,947 | 1.37% | 1.51% | 1843 | -266 | -5.25% | Q4 2025 | Jan 26, 2026 |
| Aspirean Wealth, LLC | History | New | 4,792 | 2,943 | 3.21% | — | 1844 | +4,792 | New | Q4 2025 | Feb 17, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 4,790 | 2,942 | 2.56% | 2.57% | 1845 | -198 | -3.97% | Q4 2025 | Jan 27, 2026 |
| Sequent Planning LLC | History | Added to | 4,778 | 2,935 | 0.75% | 0.79% | 1846 | +153 | 3.31% | Q4 2025 | Feb 05, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 4,685 | 2,933 | 2.72% | — | 1847 | +4,685 | New | Q4 2025 | Feb 18, 2026 |
| Innova Wealth Partners | History | Reduced | 4,775 | 2,933 | 1.48% | 1.92% | 1849 | -1,150 | -19.41% | Q4 2025 | Jan 07, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 4,776 | 2,933 | 0.21% | 0.22% | 1848 | +10 | 0.21% | Q4 2025 | Jan 26, 2026 |
| Cloud Capital Management, LLC | History | Added to | 4,766 | 2,928 | 1.38% | 1.44% | 1850 | +223 | 4.91% | Q4 2025 | Feb 12, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 4,757 | 2,922 | 1.5% | 1.53% | 1851 | +11 | 0.23% | Q4 2025 | Feb 12, 2026 |
| Bank of Marin | History | Reduced | 4,755 | 2,921 | 2.02% | 2.03% | 1852 | -50 | -1.04% | Q4 2025 | Feb 17, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Reduced | 4,752 | 2,919 | 1.13% | 1.18% | 1853 | -250 | -5.0% | Q4 2025 | Feb 13, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 4,750 | 2,918 | 1.03% | 1.1% | 1854 | -596 | -11.15% | Q4 2025 | Jan 30, 2026 |
| Solidarity Wealth, LLC | History | Added to | 4,693 | 2,883 | 0.59% | 0.08% | 1855 | +4,075 | 659.39% | Q4 2025 | Jan 29, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 4,687 | 2,879 | 1.6% | 10.83% | 1856 | -19,666 | -80.75% | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 4,684 | 2,877 | 1.49% | 1.47% | 1857 | -1,836 | -28.16% | Q4 2025 | Feb 18, 2026 |
| Invesco Ltd. | History | Reduced | 4,682 | 2,875 | 0.0% | 0.01% | 1858 | -56,399 | -92.33% | Q4 2025 | Feb 19, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 4,678 | 2,873 | 1.36% | 1.41% | 1859 | -106 | -2.22% | Q4 2025 | Feb 06, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 4,669 | 2,868 | 0.21% | 0.22% | 1860 | -347 | -6.92% | Q4 2025 | Feb 12, 2026 |
| Farrow Financial, Inc. | History | Reduced | 4,669 | 2,868 | 1.65% | 1.63% | 1861 | -8 | -0.17% | Q4 2025 | Jan 27, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 4,656 | 2,860 | 0.02% | 0.02% | 1862 | +610 | 15.08% | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 4,645 | 2,853 | 0.4% | 0.41% | 1863 | -151 | -3.15% | Q4 2025 | Jan 29, 2026 |
| RCW Management, LLC | History | New | 4,640 | 2,850 | 2.88% | — | 1865 | +4,640 | New | Q4 2025 | Jan 30, 2026 |
| Bleichroeder LP | History | No change | 4,640 | 2,850 | 0.5% | 0.54% | 1864 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 4,637 | 2,848 | 1.47% | 1.46% | 1866 | +18 | 0.39% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 4,626 | 2,841 | 0.83% | 0.81% | 1867 | +84 | 1.85% | Q4 2025 | Jan 22, 2026 |
| Rinkey Investments | History | Added to | 4,600 | 2,825 | 0.72% | 0.66% | 1868 | +462 | 11.16% | Q4 2025 | Feb 04, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 4,589 | 2,819 | 0.09% | 0.51% | 1869 | -24,689 | -84.33% | Q4 2025 | Feb 17, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 4,590 | 2,819 | 0.65% | 0.48% | 1870 | +462 | 11.19% | Q4 2025 | Feb 17, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 4,557 | 2,799 | 1.75% | — | 1873 | +4,557 | New | Q4 2025 | Feb 04, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 4,503 | 2,799 | 0.87% | 0.74% | 1871 | +688 | 18.03% | Q4 2025 | Jan 16, 2026 |
| North Capital, Inc. | History | Added to | 4,558 | 2,799 | 2.41% | 2.02% | 1872 | +216 | 4.97% | Q4 2025 | Feb 18, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 4,555 | 2,798 | 0.51% | 0.22% | 1874 | +2,682 | 143.19% | Q4 2025 | Feb 17, 2026 |
| NWK Group, Inc. | History | Reduced | 4,556 | 2,798 | 0.97% | 0.99% | 1875 | -276 | -5.71% | Q4 2025 | Feb 09, 2026 |
| Jones Kertz & Associates, Inc. | History | New | 4,540 | 2,788 | 1.43% | — | 1876 | +4,540 | New | Q4 2025 | Jan 27, 2026 |
| Perennial Advisors, LLC | History | Reduced | 4,493 | 2,760 | 0.46% | 0.5% | 1877 | -345 | -7.13% | Q4 2025 | Jan 12, 2026 |
| First Growth Capital LLC | History | New | 4,501 | 2,759 | 2.45% | — | 1878 | +4,501 | New | Q4 2025 | Feb 19, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 4,484 | 2,754 | 0.57% | — | 1879 | +4,484 | New | Q4 2025 | Feb 12, 2026 |
| Kentucky Trust Co | History | Reduced | 4,483 | 2,753 | 1.46% | 1.49% | 1880 | -109 | -2.37% | Q4 2025 | Jan 21, 2026 |
| Opulen Financial Group LLC | History | Added to | 4,475 | 2,748 | 2.0% | 2.01% | 1881 | +50 | 1.13% | Q4 2025 | Feb 10, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 4,471 | 2,746 | 0.45% | — | 1882 | +4,471 | New | Q4 2025 | Feb 18, 2026 |
| Accredited Investors Inc. | History | Added to | 4,469 | 2,745 | 0.15% | 0.13% | 1883 | +586 | 15.09% | Q4 2025 | Feb 05, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 4,469 | 2,745 | 1.14% | 1.13% | 1884 | +73 | 1.66% | Q4 2025 | Jan 23, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 4,461 | 2,740 | 0.43% | 0.65% | 1885 | -1,471 | -24.8% | Q4 2025 | Feb 03, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 4,459 | 2,739 | 0.01% | 0.01% | 1886 | -394 | -8.12% | Q4 2025 | Feb 09, 2026 |
| Affiance Financial, LLC | History | Added to | 4,454 | 2,736 | 0.44% | 0.36% | 1887 | +1,167 | 35.5% | Q4 2025 | Jan 21, 2026 |
| SLT Holdings LLC | History | Reduced | 4,453 | 2,735 | 1.76% | 1.75% | 1888 | -58 | -1.29% | Q4 2025 | Feb 09, 2026 |
| WoodTrust Financial Corp | History | Reduced | 4,431 | 2,722 | 0.32% | 0.32% | 1889 | -69 | -1.53% | Q4 2025 | Jan 30, 2026 |
| Stablepoint Partners, LLC | History | Added to | 4,428 | 2,720 | 0.42% | 0.41% | 1890 | +126 | 2.93% | Q4 2025 | Jan 13, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,423 | 2,717 | 0.65% | 0.74% | 1891 | -292 | -6.19% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 4,419 | 2,714 | 0.23% | 0.23% | 1892 | +38 | 0.87% | Q4 2025 | Jan 21, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 4,408 | 2,707 | 0.63% | 0.69% | 1893 | -182 | -3.97% | Q4 2025 | Jan 27, 2026 |
| Peoples Bank/KS | History | Reduced | 4,406 | 2,706 | 2.72% | 2.67% | 1894 | -72 | -1.61% | Q4 2025 | Jan 08, 2026 |
| Helium Advisors LLC | History | Reduced | 4,387 | 2,694 | 2.73% | 2.43% | 1895 | -467 | -9.62% | Q4 2025 | Feb 12, 2026 |
| Midwestern Financial, LLC /IA | History | Reduced | 4,385 | 2,693 | 2.23% | 2.35% | 1896 | -178 | -3.9% | Q4 2025 | Feb 06, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 7,393 | 2,688 | 1.6% | 1.58% | 1897 | -1,748 | -19.12% | Q4 2025 | Jan 13, 2026 |
| MSH Capital Advisors LLC | History | Added to | 4,351 | 2,673 | 0.57% | 0.69% | 1898 | +41 | 0.95% | Q4 2025 | Feb 09, 2026 |
| Hummer Financial Advisory Services Inc | History | New | 4,347 | 2,670 | 1.89% | — | 1899 | +4,347 | New | Q4 2025 | Jan 12, 2026 |
| Balentine LLC | History | Added to | 4,330 | 2,659 | 0.1% | 0.1% | 1900 | +32 | 0.74% | Q4 2025 | Feb 02, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Reduced | 4,327 | 2,658 | 0.35% | 0.52% | 1901 | -2,300 | -34.71% | Q4 2025 | Feb 17, 2026 |
| Welch Group, LLC | History | Reduced | 4,324 | 2,656 | 0.1% | 0.12% | 1902 | -764 | -15.02% | Q4 2025 | Jan 26, 2026 |
| Aspen Investment Management Inc | History | Added to | 4,323 | 2,655 | 0.8% | 1.0% | 1903 | +29 | 0.68% | Q4 2025 | Feb 06, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Added to | 4,319 | 2,653 | 0.21% | 0.21% | 1904 | +200 | 4.86% | Q4 2025 | Jan 14, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 4,315 | 2,651 | 1.06% | 0.89% | 1905 | +781 | 22.1% | Q4 2025 | Jan 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 4,314 | 2,650 | 0.61% | 0.37% | 1906 | +1,722 | 66.44% | Q4 2025 | Jan 28, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 4,305 | 2,644 | 0.12% | 0.14% | 1907 | -638 | -12.91% | Q4 2025 | Jan 14, 2026 |
| Oribel Capital Management, LP | History | No change | 4,300 | 2,641 | 0.12% | 0.08% | 1908 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 4,290 | 2,635 | 0.06% | 0.07% | 1909 | +168 | 4.08% | Q4 2025 | Feb 09, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 4,288 | 2,633 | 1.12% | 1.19% | 1910 | -320 | -6.94% | Q4 2025 | Jan 22, 2026 |
| Lazard Freres Gestion S.A.S. | History | Added to | 4,283 | 2,631 | 0.05% | 0.02% | 1911 | +2,646 | 161.64% | Q4 2025 | Feb 06, 2026 |
| CAMPBELL CAPITAL MANAGEMENT INC | History | Reduced | 4,279 | 2,628 | 0.89% | 1.03% | 1912 | -155 | -3.5% | Q4 2025 | Jan 28, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 4,270 | 2,623 | 0.02% | 0.02% | 1913 | +795 | 22.88% | Q4 2025 | Feb 03, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 4,271 | 2,623 | 0.63% | 0.78% | 1914 | -601 | -12.34% | Q4 2025 | Feb 02, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 4,207 | 2,622 | 0.33% | 0.35% | 1915 | -125 | -2.89% | Q4 2025 | Jan 14, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 4,265 | 2,620 | 0.3% | 0.29% | 1916 | +168 | 4.1% | Q4 2025 | Jan 02, 2026 |
| Dash Acquisitions Inc. | History | Reduced | 4,324 | 2,619 | 0.55% | 0.82% | 1917 | -2,150 | -33.21% | Q4 2025 | Feb 05, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 4,256 | 2,614 | 0.19% | 0.19% | 1918 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Added to | 4,255 | 2,613 | 0.22% | 0.2% | 1919 | +520 | 13.92% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 4,255 | 2,613 | 0.27% | 0.32% | 1920 | -333 | -7.26% | Q4 2025 | Feb 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 4,253 | 2,612 | 0.15% | 0.13% | 1921 | +494 | 13.14% | Q4 2025 | Feb 03, 2026 |
| Eagle Strategies LLC | History | Reduced | 4,239 | 2,604 | 0.33% | 0.34% | 1922 | -24 | -0.56% | Q4 2025 | Jan 23, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | Reduced | 4,238 | 2,603 | 0.52% | 0.6% | 1923 | -500 | -10.55% | Q4 2025 | Feb 05, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 4,236 | 2,602 | 1.62% | 1.69% | 1924 | -36 | -0.84% | Q4 2025 | Jan 15, 2026 |
| Oxbow Advisors, LLC | History | No change | 4,227 | 2,596 | 0.23% | 0.24% | 1925 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 4,226 | 2,595 | 1.78% | 1.75% | 1926 | +126 | 3.07% | Q4 2025 | Feb 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 4,223 | 2,594 | 0.31% | 0.31% | 1927 | +240 | 6.03% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | Reduced | 4,218 | 2,591 | 0.03% | 0.04% | 1928 | -726 | -14.68% | Q4 2025 | Feb 13, 2026 |
| Wellington Shields & Co., LLC | History | Added to | 4,217 | 2,590 | 0.64% | 0.6% | 1929 | +357 | 9.25% | Q4 2025 | Feb 09, 2026 |
| United Advisor Group, LLC | History | Reduced | 4,203 | 2,582 | 0.32% | 0.35% | 1930 | -87 | -2.03% | Q4 2025 | Jan 26, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 4,384 | 2,579 | 0.62% | 0.68% | 1931 | +17 | 0.39% | Q4 2025 | Feb 05, 2026 |
| AMG Asset Management Group, Inc. | History | New | 4,195 | 2,577 | 8.3% | — | 1933 | +4,195 | New | Q4 2025 | Mar 17, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 4,195 | 2,577 | 0.23% | 0.23% | 1932 | -4 | -0.1% | Q4 2025 | Feb 17, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 4,181 | 2,568 | 0.9% | 0.94% | 1934 | -45 | -1.06% | Q4 2025 | Feb 13, 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | History | No change | 4,180 | 2,567 | 0.16% | 0.16% | 1935 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Platform Technology Partners | History | Reduced | 4,172 | 2,563 | 0.55% | 0.61% | 1936 | -40 | -0.95% | Q4 2025 | Feb 13, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 4,165 | 2,558 | 2.33% | 2.4% | 1937 | +34 | 0.82% | Q4 2025 | Jan 15, 2026 |
| WorthPointe, LLC | History | Reduced | 4,156 | 2,553 | 0.67% | 1.17% | 1938 | -1,051 | -20.18% | Q4 2025 | Jan 26, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 4,154 | 2,551 | 0.26% | 0.28% | 1939 | -1,223 | -22.75% | Q4 2025 | Jan 20, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 4,150 | 2,549 | 0.2% | 0.2% | 1940 | +12 | 0.29% | Q4 2025 | Jan 16, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 4,144 | 2,545 | 0.03% | 0.03% | 1941 | +313 | 8.17% | Q4 2025 | Jan 22, 2026 |
| Tower Wealth Partners, Inc. | History | Reduced | 4,142 | 2,544 | 1.4% | 1.42% | 1942 | -173 | -4.01% | Q4 2025 | Jan 16, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 4,131 | 2,537 | 1.37% | 1.72% | 1943 | -921 | -18.23% | Q4 2025 | Jan 27, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 4,114 | 2,527 | 1.26% | 1.69% | 1944 | +103 | 2.57% | Q4 2025 | Feb 12, 2026 |
| PMV Capital Advisers, LLC | History | Reduced | 4,106 | 2,522 | 4.59% | 4.95% | 1945 | -139 | -3.27% | Q4 2025 | Jan 08, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 4,104 | 2,521 | 0.48% | 0.4% | 1946 | +673 | 19.62% | Q4 2025 | Feb 13, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 4,104 | 2,521 | 0.69% | 0.67% | 1947 | -5 | -0.12% | Q4 2025 | Feb 09, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | History | No change | 4,102 | 2,519 | 0.55% | 0.56% | 1948 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Atlas Brown,Inc. | History | Added to | 4,098 | 2,517 | 0.75% | 0.72% | 1949 | +47 | 1.16% | Q4 2025 | Jan 09, 2026 |
| United Asset Strategies, Inc. | History | Added to | 4,088 | 2,511 | 0.19% | 0.18% | 1950 | +353 | 9.45% | Q4 2025 | Jan 28, 2026 |
| Net Worth Advisory Group | History | Added to | 4,089 | 2,511 | 0.51% | 0.66% | 1951 | +302 | 7.97% | Q4 2025 | Jan 14, 2026 |
| BBR PARTNERS, LLC | History | Added to | 4,079 | 2,506 | 0.13% | 0.14% | 1952 | +123 | 3.11% | Q4 2025 | Feb 11, 2026 |
| CVFG LLC | History | Reduced | 4,077 | 2,504 | 1.72% | 1.81% | 1953 | -92 | -2.21% | Q4 2025 | Feb 06, 2026 |
| Curran Financial Partners, LLC | History | Added to | 4,072 | 2,501 | 0.48% | 0.4% | 1954 | +717 | 21.37% | Q4 2025 | Jan 22, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 4,065 | 2,496 | 0.72% | 0.73% | 1955 | -36 | -0.88% | Q4 2025 | Feb 09, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 4,058 | 2,492 | 0.16% | 0.15% | 1956 | +75 | 1.88% | Q4 2025 | Feb 05, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 4,054 | 2,490 | 0.78% | 0.78% | 1957 | -312 | -7.15% | Q4 2025 | Feb 02, 2026 |
| Tranquility Partners, LLC | History | Reduced | 4,047 | 2,486 | 0.9% | 0.82% | 1958 | -9 | -0.22% | Q4 2025 | Feb 03, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Added to | 4,044 | 2,484 | 0.65% | 0.66% | 1959 | +3 | 0.07% | Q4 2025 | Feb 12, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 4,036 | 2,479 | 0.07% | 0.08% | 1960 | -261 | -6.07% | Q4 2025 | Feb 06, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Reduced | 4,030 | 2,475 | 0.38% | 0.38% | 1961 | -149 | -3.57% | Q4 2025 | Feb 06, 2026 |
| Kaizen Financial Strategies | History | Reduced | 4,027 | 2,473 | 1.09% | 1.18% | 1962 | -259 | -6.04% | Q4 2025 | Jan 21, 2026 |
| Clear Trail Advisors, LLC | History | New | 4,020 | 2,469 | 0.57% | — | 1963 | +4,020 | New | Q4 2025 | Jan 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 4,015 | 2,466 | 0.01% | 0.0% | 1964 | +3,355 | 508.33% | Q4 2025 | Jan 27, 2026 |
| Williams & Novak, LLC | History | Added to | 4,015 | 2,466 | 1.86% | 1.19% | 1965 | +1,438 | 55.8% | Q4 2025 | Feb 05, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 4,003 | 2,459 | 0.11% | 0.07% | 1966 | +1,574 | 64.8% | Q4 2025 | Feb 11, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 4,000 | 2,457 | 0.14% | 0.14% | 1967 | -10 | -0.25% | Q4 2025 | Jan 29, 2026 |
| OneAscent Financial Services LLC | History | Added to | 3,993 | 2,452 | 0.23% | 0.21% | 1968 | +1,162 | 41.05% | Q4 2025 | Feb 11, 2026 |
| KG&L Capital Management,LLC | History | Added to | 3,991 | 2,451 | 0.61% | 0.62% | 1969 | +128 | 3.31% | Q4 2025 | Jan 23, 2026 |
| Carter Financial Group, INC. | History | Reduced | 3,988 | 2,450 | 1.45% | 1.48% | 1970 | -86 | -2.11% | Q4 2025 | Feb 13, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | Reduced | 3,985 | 2,447 | 1.01% | 1.09% | 1971 | -294 | -6.87% | Q4 2025 | Feb 04, 2026 |
| Advanced Asset Management Advisors Inc | History | Reduced | 3,983 | 2,446 | 0.67% | 0.74% | 1972 | -638 | -13.81% | Q4 2025 | Feb 02, 2026 |
| WealthShield Partners, LLC | History | Added to | 3,982 | 2,446 | 0.27% | 0.23% | 1973 | +605 | 17.92% | Q4 2025 | Feb 03, 2026 |
| SAGE ADVISORS, LLC | History | Added to | 3,982 | 2,446 | 1.62% | 1.53% | 1974 | +423 | 11.89% | Q4 2025 | Jan 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | Added to | 3,965 | 2,435 | 1.76% | 1.44% | 1975 | +407 | 11.44% | Q4 2025 | Mar 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 3,952 | 2,427 | 0.32% | — | 1976 | +3,952 | New | Q4 2025 | Feb 04, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 3,948 | 2,425 | 0.24% | 0.13% | 1977 | +1,876 | 90.54% | Q4 2025 | Feb 02, 2026 |
| Lewis Asset Management, LLC | History | Reduced | 3,948 | 2,425 | 0.99% | 1.04% | 1978 | -283 | -6.69% | Q4 2025 | Jan 15, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 3,946 | 2,424 | 0.58% | 0.65% | 1979 | -430 | -9.83% | Q4 2025 | Jan 20, 2026 |
| River Street Advisors LLC | History | No change | 3,942 | 2,421 | 0.91% | 0.92% | 1980 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Westwood Wealth Management | History | Reduced | 3,935 | 2,417 | 1.82% | 1.09% | 1981 | -1,030 | -20.75% | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 3,935 | 2,417 | 1.82% | 1.84% | 1982 | +74 | 1.92% | Q4 2025 | Jan 13, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Added to | 16,818 | 2,410 | 1.17% | 0.62% | 1983 | +14,701 | 694.43% | Q4 2025 | Jan 09, 2026 |
| American Money Management, LLC | History | Reduced | 3,917 | 2,406 | 0.38% | 0.42% | 1984 | -325 | -7.66% | Q4 2025 | Feb 10, 2026 |
| Westbourne Investment Advisors, Inc. | History | Reduced | 3,907 | 2,400 | 0.66% | 0.69% | 1985 | -210 | -5.1% | Q4 2025 | Jan 23, 2026 |
| Fortitude Financial, LLC | History | Reduced | 3,906 | 2,399 | 2.04% | 0.71% | 1986 | -18,919 | -82.89% | Q4 2025 | Jan 27, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Reduced | 3,905 | 2,398 | 1.5% | 1.52% | 1987 | -22 | -0.56% | Q4 2025 | Feb 04, 2026 |
| London & Capital Asset Management Ltd | History | New | 3,892 | 2,390 | 0.02% | — | 1988 | +3,892 | New | Q4 2025 | Feb 17, 2026 |
| Optivise Advisory Services LLC | History | Added to | 3,889 | 2,389 | 1.38% | 1.34% | 1989 | +141 | 3.76% | Q4 2025 | Jan 12, 2026 |
| Stembrook Asset Management, LLC | History | New | 3,885 | 2,386 | 2.25% | — | 1990 | +3,885 | New | Q4 2025 | Feb 13, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 3,884 | 2,385 | 0.26% | 0.28% | 1991 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 3,865 | 2,374 | 0.67% | 0.69% | 1992 | -67 | -1.7% | Q4 2025 | Feb 05, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 3,863 | 2,373 | 0.68% | 0.73% | 1993 | -90 | -2.28% | Q4 2025 | Feb 10, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 3,856 | 2,368 | 1.03% | 1.1% | 1994 | +352 | 10.05% | Q4 2025 | Feb 03, 2026 |
| F&V Capital Management, LLC | History | Reduced | 3,851 | 2,366 | 0.5% | 0.52% | 1995 | -17 | -0.44% | Q4 2025 | Mar 26, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 3,842 | 2,360 | 0.78% | 0.76% | 1996 | +278 | 7.8% | Q4 2025 | Jan 27, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 3,841 | 2,359 | 0.28% | 0.3% | 1997 | -363 | -8.63% | Q4 2025 | Jan 20, 2026 |
| ProVise Management Group, LLC | History | Reduced | 3,837 | 2,357 | 0.17% | 0.17% | 1998 | -85 | -2.17% | Q4 2025 | Jan 29, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | History | Added to | 3,836 | 2,356 | 0.22% | 0.18% | 1999 | +374 | 10.8% | Q4 2025 | Jan 15, 2026 |
| Pictet North America Advisors SA | History | No change | 3,846 | 2,353 | 0.22% | 0.22% | 2000 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |