Invesco Exchange-Traded Fund Trust II - QQQM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Ltd. | History | Added to | 11,653,647 | 2,947,440 | 0.45% | 0.44% | 1 | +468,626 | 4.19% | Q4 2025 | Feb 19, 2026 |
| LPL Financial LLC | History | Added to | 10,730,491 | 2,713,955 | 0.74% | 0.7% | 2 | +957,423 | 9.8% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 7,380,169 | 1,866,592 | 0.55% | 0.53% | 3 | -106,689 | -1.43% | Q4 2025 | Feb 10, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 4,747,672 | 1,200,781 | 8.37% | 8.55% | 4 | -29,099 | -0.61% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 4,367,200 | 1,104,552 | 0.07% | 0.07% | 5 | -453,545 | -9.41% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,664,198 | 926,748 | 0.59% | 0.59% | 6 | +65,487 | 1.82% | Q4 2025 | Feb 10, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 3,098,047 | 783,561 | 6.74% | 0.25% | 7 | +3,005,140 | 3234.57% | Q4 2025 | Jan 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,936,996 | 742,824 | 0.23% | 0.21% | 8 | +313,262 | 11.94% | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,779,380 | 703,034 | 0.43% | 0.38% | 9 | +494,084 | 21.62% | Q4 2025 | Feb 17, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Reduced | 2,776,663 | 702,274 | 4.53% | 7.31% | 10 | -1,106,000 | -28.49% | Q4 2025 | Feb 13, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | Added to | 2,634,000 | 666,191 | 4.89% | 4.7% | 11 | +129,000 | 5.15% | Q4 2025 | Feb 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,477,756 | 626,810 | 0.14% | 0.13% | 12 | +168,697 | 7.31% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,264,161 | 572,651 | 0.31% | 0.35% | 13 | -83,899 | -3.57% | Q4 2025 | Feb 06, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 2,136,773 | 540,432 | 4.35% | 4.39% | 14 | -40,393 | -1.86% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Added to | 2,096,928 | 530,355 | 0.58% | 0.52% | 15 | +276,011 | 15.16% | Q4 2025 | Feb 17, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 2,056,044 | 520,014 | 6.0% | 6.06% | 16 | +195,144 | 10.49% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 1,940,759 | 493,748 | 0.03% | 0.03% | 17 | -12,533 | -0.64% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,286,802 | 325,458 | 0.05% | — | 18 | +1,286,802 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,192,560 | 301,622 | 0.02% | 0.02% | 19 | -13,627 | -1.13% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,171,905 | 300,821 | 0.41% | 0.43% | 20 | +41,945 | 3.71% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,126,967 | 285,032 | 0.38% | 0.35% | 21 | +39,862 | 3.67% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,085,527 | 274,639 | 0.4% | 0.34% | 22 | +64,540 | 6.32% | Q4 2025 | Feb 17, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 934,161 | 236,266 | 8.25% | 7.54% | 23 | +45,254 | 5.09% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 904,077 | 228,659 | 1.08% | 1.01% | 24 | +73,815 | 8.89% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 835,930 | 211,423 | 0.04% | 0.03% | 25 | +62,705 | 8.11% | Q4 2025 | Feb 10, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 815,484 | 206,252 | 0.12% | 0.13% | 26 | -109,036 | -11.79% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Reduced | 758,258 | 191,778 | 0.03% | 0.03% | 27 | -87,720 | -10.37% | Q4 2025 | Jan 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 721,406 | 182,458 | 0.51% | 0.5% | 28 | +75,826 | 11.75% | Q4 2025 | Jan 26, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 587,964 | 148,707 | 11.15% | 0.02% | 29 | +587,107 | 68507.23% | Q4 2025 | Jan 16, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 578,345 | 146,275 | 0.76% | 0.79% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 501,567 | 126,856 | 0.19% | 0.23% | 31 | -31,970 | -5.99% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 493,966 | 124,933 | 0.02% | 0.02% | 32 | -25,624 | -4.93% | Q4 2025 | Mar 25, 2026 |
| Cerity Partners LLC | History | Added to | 492,190 | 124,484 | 0.18% | 0.16% | 33 | +83,703 | 20.49% | Q4 2025 | Feb 11, 2026 |
| Mizuho Bank, Ltd. | History | Reduced | 485,000 | 122,666 | 14.6% | 17.64% | 34 | -158,000 | -24.57% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 477,600 | 120,794 | 0.01% | 0.03% | 35 | -438,082 | -47.84% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 457,299 | 115,660 | 0.14% | 0.14% | 36 | +31,951 | 7.51% | Q4 2025 | Feb 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 443,394 | 112,143 | 5.28% | 5.34% | 37 | +41,438 | 10.31% | Q4 2025 | Jan 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 442,651 | 111,955 | 3.86% | 3.9% | 38 | +3,567 | 0.81% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 439,316 | 111,111 | 0.27% | 0.33% | 39 | -64,725 | -12.84% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 430,100 | 108,780 | 0.02% | 0.02% | 40 | -141,500 | -24.76% | Q4 2025 | Feb 12, 2026 |
| Main Management Fund Advisors LLC | History | Added to | 429,200 | 108,553 | 9.9% | 8.21% | 41 | +86,400 | 25.2% | Q4 2025 | Feb 10, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 415,741 | 106,030 | 0.08% | — | 42 | +415,741 | New | Q4 2025 | Feb 13, 2026 |
| Banco Santander, S.A. | History | New | 417,000 | 105,467 | 0.79% | — | 43 | +417,000 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 388,016 | 98,137 | 0.26% | 0.49% | 44 | -339,552 | -46.67% | Q4 2025 | Feb 05, 2026 |
| Norinchukin Bank, The | History | Added to | 387,000 | 97,880 | 1.14% | 0.39% | 45 | +268,000 | 225.21% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Added to | 384,096 | 97,145 | 1.39% | 1.31% | 46 | +30,940 | 8.76% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 384,040 | 97,131 | 0.11% | 0.09% | 47 | +76,802 | 25.0% | Q4 2025 | Feb 06, 2026 |
| TAIYO LIFE INSURANCE CO | History | No change | 383,000 | 96,868 | 8.29% | 8.29% | 48 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Summit Financial, LLC | History | Reduced | 342,229 | 86,556 | 1.27% | 1.32% | 49 | -7,425 | -2.12% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 337,950 | 85,474 | 0.23% | 0.18% | 50 | +96,641 | 40.05% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Added to | 327,811 | 82,909 | 0.1% | 0.09% | 51 | +33,056 | 11.21% | Q4 2025 | Jan 30, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 309,798 | 78,354 | 0.04% | 0.04% | 52 | -22,801 | -6.86% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 302,405 | 76,484 | 0.52% | 0.53% | 53 | +11,110 | 3.81% | Q4 2025 | Feb 17, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Reduced | 298,687 | 75,543 | 9.69% | 9.64% | 54 | -1,380 | -0.46% | Q4 2025 | Feb 03, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 288,293 | 72,914 | 0.87% | 0.62% | 55 | +8,859 | 3.17% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 285,758 | 72,273 | 0.22% | 0.2% | 56 | +12,490 | 4.57% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 284,358 | 71,919 | 3.31% | 2.89% | 57 | +62,665 | 28.27% | Q4 2025 | Feb 05, 2026 |
| Paragon Advisors, LLC | History | New | 269,648 | 68,199 | 18.53% | — | 58 | +269,648 | New | Q4 2025 | Jan 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 259,396 | 67,640 | 10.55% | 10.69% | 59 | +285 | 0.11% | Q4 2025 | Feb 02, 2026 |
| Bogart Wealth, LLC | History | Reduced | 264,134 | 66,804 | 2.68% | 2.66% | 60 | -1,703 | -0.64% | Q4 2025 | Jan 30, 2026 |
| Gradient Investments LLC | History | Added to | 264,052 | 66,783 | 1.06% | 1.05% | 61 | +8,429 | 3.3% | Q4 2025 | Jan 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 252,396 | 63,835 | 0.26% | 0.24% | 62 | +43,502 | 20.82% | Q4 2025 | Feb 13, 2026 |
| One Day In July LLC | History | Added to | 249,241 | 63,037 | 5.18% | 5.06% | 63 | +7,411 | 3.06% | Q4 2025 | Feb 04, 2026 |
| PAYDEN & RYGEL | History | No change | 242,572 | 61,351 | 4.24% | 4.97% | 64 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Scarborough Advisors, LLC | History | Added to | 233,361 | 59,021 | 9.96% | 10.17% | 65 | +54 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 225,481 | 57,028 | 0.24% | 0.24% | 66 | -563 | -0.25% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 216,780 | 55,256 | 0.1% | 0.1% | 67 | +3,212 | 1.5% | Q4 2025 | Feb 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 216,233 | 54,689 | 0.42% | 0.39% | 68 | +32,843 | 17.91% | Q4 2025 | Jan 14, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 212,334 | 53,703 | 19.03% | 19.11% | 69 | +2,448 | 1.17% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 212,010 | 53,621 | 0.12% | 0.04% | 70 | +144,528 | 214.17% | Q4 2025 | Jan 30, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 212,000 | 53,619 | 0.01% | 0.0% | 71 | +114,000 | 116.33% | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 53,619 | 53,619 | 0.03% | — | 72 | +53,619 | New | Q4 2025 | Feb 17, 2026 |
| Whelan Financial | History | Reduced | 210,801 | 53,315 | 16.66% | 16.9% | 73 | -4,992 | -2.31% | Q4 2025 | Feb 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 210,797 | 53,314 | 0.07% | 0.07% | 74 | +227 | 0.11% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 203,559 | 51,484 | 0.28% | 0.1% | 75 | +114,148 | 127.67% | Q4 2025 | Jan 29, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 197,090 | 49,847 | 3.36% | 4.17% | 76 | -1,309 | -0.66% | Q4 2025 | Feb 11, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 193,159 | 48,853 | 5.35% | 5.47% | 77 | -5,177 | -2.61% | Q4 2025 | Jan 23, 2026 |
| Main Management LLC | History | Added to | 192,645 | 48,724 | 3.51% | 3.47% | 78 | +810 | 0.42% | Q4 2025 | Feb 10, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 186,738 | 47,229 | 4.34% | 4.53% | 79 | -7,888 | -4.05% | Q4 2025 | Feb 10, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 181,257 | 45,843 | 4.69% | 5.08% | 80 | -25,298 | -12.25% | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | Added to | 174,080 | 44,028 | 0.08% | 0.08% | 81 | +20,069 | 13.03% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 172,865 | 43,721 | 0.49% | 0.47% | 82 | +11,662 | 7.23% | Q4 2025 | Jan 20, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 170,675 | 43,158 | 0.12% | 0.1% | 83 | +9,805 | 6.09% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 166,868 | 42,204 | 1.03% | 1.01% | 84 | +5,449 | 3.38% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 164,805 | 41,682 | 0.15% | 0.18% | 85 | +7,712 | 4.91% | Q4 2025 | Feb 18, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 161,684 | 40,893 | 3.13% | 3.81% | 86 | +7,897 | 5.14% | Q4 2025 | Jan 27, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 155,847 | 39,416 | 5.57% | 5.95% | 87 | -2,584 | -1.63% | Q4 2025 | Feb 13, 2026 |
| EdgeRock Capital LLC | History | Added to | 154,578 | 39,104 | 10.41% | 10.37% | 88 | +3,809 | 2.53% | Q4 2025 | Jan 14, 2026 |
| Verde Capital Management | History | Added to | 154,340 | 39,035 | 8.32% | 8.34% | 89 | +2,029 | 1.33% | Q4 2025 | Feb 06, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 152,365 | 38,536 | 2.92% | 2.78% | 90 | +2,305 | 1.54% | Q4 2025 | Feb 04, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Reduced | 149,171 | 37,728 | 6.16% | 6.21% | 91 | -183 | -0.12% | Q4 2025 | Feb 17, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 148,949 | 37,672 | 1.84% | 2.09% | 92 | -18,688 | -11.15% | Q4 2025 | Jan 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 147,479 | 37,300 | 0.02% | 0.02% | 93 | +20,553 | 16.19% | Q4 2025 | Feb 17, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 146,715 | 37,107 | 10.29% | 10.24% | 94 | +2,262 | 1.57% | Q4 2025 | Jan 23, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 145,736 | 36,859 | 1.94% | 1.82% | 95 | +60,668 | 71.32% | Q4 2025 | Feb 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 145,409 | 36,776 | 3.69% | 3.73% | 96 | +779 | 0.54% | Q4 2025 | Jan 27, 2026 |
| Foguth Wealth Management, LLC. | History | New | 145,552 | 36,743 | 5.7% | — | 97 | +145,552 | New | Q4 2025 | Jan 05, 2026 |
| 360 Financial, Inc. | History | Added to | 144,124 | 36,451 | 11.02% | 10.83% | 98 | +7,863 | 5.77% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 142,501 | 36,041 | 0.19% | — | 99 | +142,501 | New | Q4 2025 | Feb 18, 2026 |
| BANK HAPOALIM BM | History | No change | 142,000 | 35,915 | 3.12% | 4.32% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 141,713 | 35,842 | 4.58% | 4.64% | 101 | -569 | -0.4% | Q4 2025 | Feb 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 140,055 | 35,422 | 0.19% | 0.19% | 102 | +4,050 | 2.98% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 139,770 | 35,327 | 0.04% | 0.05% | 103 | +16,029 | 12.95% | Q4 2025 | Feb 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 139,314 | 35,235 | 2.23% | 4.1% | 104 | -119,101 | -46.09% | Q4 2025 | Jan 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 138,874 | 35,123 | 0.61% | 0.33% | 105 | +76,124 | 121.31% | Q4 2025 | Feb 19, 2026 |
| Financial Partners Group, Inc | History | Added to | 133,201 | 34,106 | 3.94% | 3.99% | 106 | +3,671 | 2.83% | Q4 2025 | Feb 03, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 133,893 | 33,864 | 7.83% | 8.03% | 107 | -3,570 | -2.6% | Q4 2025 | Jan 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 133,225 | 33,695 | 0.0% | 0.0% | 108 | +50,933 | 61.89% | Q4 2025 | Feb 11, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 130,913 | 33,110 | 9.22% | 9.0% | 109 | -1,289 | -0.98% | Q4 2025 | Jan 13, 2026 |
| KPP Advisory Services LLC | History | Reduced | 128,573 | 32,518 | 4.72% | 4.79% | 110 | -2,382 | -1.82% | Q4 2025 | Feb 02, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 127,017 | 32,125 | 2.31% | 2.34% | 111 | -162 | -0.13% | Q4 2025 | Feb 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 125,273 | 31,684 | 1.88% | 1.72% | 112 | +12,612 | 11.19% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 124,358 | 31,452 | 0.45% | 0.47% | 113 | -778 | -0.62% | Q4 2025 | Feb 09, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 124,274 | 31,431 | 1.41% | 1.51% | 114 | +318 | 0.26% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 123,761 | 31,303 | 0.03% | 0.03% | 115 | +3,827 | 3.19% | Q4 2025 | Feb 13, 2026 |
| Apriem Advisors | History | Added to | 123,049 | 31,121 | 2.86% | 2.81% | 116 | +2,823 | 2.35% | Q4 2025 | Feb 13, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 121,400 | 30,704 | 8.8% | 9.65% | 117 | -376 | -0.31% | Q4 2025 | Jan 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 120,630 | 30,509 | 0.41% | 0.31% | 118 | +28,806 | 31.37% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | Added to | 120,329 | 30,433 | 0.54% | 0.56% | 119 | +19,114 | 18.88% | Q4 2025 | Feb 06, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 116,700 | 29,515 | 6.16% | 6.91% | 120 | -11,600 | -9.04% | Q4 2025 | Jan 22, 2026 |
| IFG Advisors, LLC | History | Added to | 116,597 | 29,489 | 4.91% | 4.69% | 121 | +228 | 0.2% | Q4 2025 | Jan 13, 2026 |
| RFG Advisory, LLC | History | Added to | 116,289 | 29,411 | 0.55% | 0.59% | 122 | +55 | 0.05% | Q4 2025 | Feb 03, 2026 |
| JP Wealth Management, Inc. | History | Added to | 115,062 | 29,101 | 20.57% | 18.6% | 123 | +3,206 | 2.87% | Q4 2025 | Jan 15, 2026 |
| Integrated Capital Management, LLC | History | Added to | 113,507 | 28,708 | 12.34% | 12.63% | 124 | +2,615 | 2.36% | Q4 2025 | Jan 26, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 112,439 | 28,438 | 4.42% | 4.08% | 125 | -23 | -0.02% | Q4 2025 | Feb 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 110,000 | 27,821 | 0.06% | 0.06% | 126 | +1,407 | 1.3% | Q4 2025 | Feb 11, 2026 |
| Hudock, Inc. | History | Added to | 109,821 | 27,776 | 4.09% | 3.96% | 127 | +4,325 | 4.1% | Q4 2025 | Feb 12, 2026 |
| ACT Advisors, LLC. | History | Reduced | 108,850 | 27,530 | 10.85% | 10.92% | 128 | -618 | -0.56% | Q4 2025 | Jan 14, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Added to | 108,117 | 27,345 | 9.41% | 8.83% | 129 | +11,374 | 11.76% | Q4 2025 | Feb 10, 2026 |
| NorthRock Partners, LLC | History | Added to | 107,902 | 27,290 | 0.46% | 0.01% | 130 | +104,623 | 3190.7% | Q4 2025 | Feb 17, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 106,445 | 26,922 | 6.71% | 7.0% | 131 | -3,722 | -3.38% | Q4 2025 | Jan 02, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | Reduced | 106,140 | 26,844 | 2.01% | 2.42% | 132 | -38,371 | -26.55% | Q4 2025 | Feb 12, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 105,336 | 26,641 | 13.04% | 13.58% | 133 | -3,078 | -2.84% | Q4 2025 | Feb 10, 2026 |
| AAF Wealth Management, LLC | History | Added to | 104,860 | 26,521 | 11.18% | 11.04% | 134 | +6,257 | 6.35% | Q4 2025 | Feb 06, 2026 |
| AllGen Financial Advisors, Inc. | History | Added to | 104,323 | 26,385 | 6.26% | 6.14% | 135 | +3,114 | 3.08% | Q4 2025 | Jan 22, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 102,607 | 25,951 | 3.01% | 3.7% | 136 | -14,333 | -12.26% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Added to | 101,788 | 25,744 | 1.12% | 1.04% | 137 | +4,849 | 5.0% | Q4 2025 | Feb 12, 2026 |
| SOL Capital Management CO | History | Reduced | 101,022 | 25,551 | 2.3% | 2.86% | 138 | -27,995 | -21.7% | Q4 2025 | Jan 30, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 98,969 | 25,031 | 4.63% | 4.81% | 139 | +690 | 0.7% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 97,799 | 24,735 | 0.28% | 0.22% | 140 | +22,793 | 30.39% | Q4 2025 | Jan 15, 2026 |
| PRUDENTIAL PLC | History | New | 97,500 | 24,659 | 0.2% | — | 141 | +97,500 | New | Q4 2025 | Feb 11, 2026 |
| Advisors Preferred, LLC | History | No change | 96,740 | 24,421 | 3.98% | 3.55% | 142 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Modern Wealth Management, LLC | History | Added to | 95,225 | 24,084 | 0.44% | 0.45% | 143 | +4,074 | 4.47% | Q4 2025 | Feb 17, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 93,637 | 23,682 | 5.67% | 5.62% | 144 | +2,544 | 2.79% | Q4 2025 | Jan 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 92,070 | 23,286 | 0.17% | 0.16% | 145 | +10,362 | 12.68% | Q4 2025 | Feb 12, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 91,693 | 23,190 | 4.06% | 3.94% | 146 | +9,096 | 11.01% | Q4 2025 | Jan 29, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 88,984 | 22,562 | 3.02% | 2.83% | 147 | +6,163 | 7.44% | Q4 2025 | Jan 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 88,729 | 22,441 | 0.32% | 0.24% | 148 | +8,439 | 10.51% | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | Added to | 86,207 | 21,803 | 0.35% | 0.4% | 149 | +6,420 | 8.05% | Q4 2025 | Mar 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 86,022 | 21,756 | 0.13% | — | 150 | +86,022 | New | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 85,934 | 21,734 | 0.25% | 0.25% | 151 | +26,314 | 44.14% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 85,731 | 21,683 | 0.23% | 0.24% | 152 | +22,077 | 34.68% | Q4 2025 | Jan 23, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 85,718 | 21,679 | 5.91% | 5.4% | 153 | +4,085 | 5.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 84,380 | 21,341 | 0.02% | 0.01% | 154 | +9,030 | 11.98% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 83,370 | 21,085 | 0.26% | 0.25% | 155 | +4,699 | 5.97% | Q4 2025 | Jan 29, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 82,645 | 20,902 | 1.24% | 1.4% | 156 | -1,259 | -1.5% | Q4 2025 | Jan 28, 2026 |
| VestGen Advisors, LLC | History | Reduced | 81,406 | 20,589 | 0.88% | 0.69% | 157 | -2,872 | -3.41% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Reduced | 80,253 | 20,297 | 0.42% | 0.43% | 158 | -7,870 | -8.93% | Q4 2025 | Feb 17, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 79,408 | 20,083 | 2.95% | 2.56% | 159 | +10,974 | 16.04% | Q4 2025 | Feb 04, 2026 |
| Clark Wealth Partners | History | No change | 79,013 | 19,984 | 12.17% | 12.17% | 160 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Anchor Investment Management, LLC | History | Added to | 77,109 | 19,502 | 1.58% | 0.86% | 161 | +35,037 | 83.28% | Q4 2025 | Feb 26, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 76,818 | 19,429 | 9.2% | 9.36% | 162 | -1,380 | -1.76% | Q4 2025 | Feb 03, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 76,537 | 19,357 | 0.63% | 0.65% | 163 | -219 | -0.29% | Q4 2025 | Feb 13, 2026 |
| Global View Capital Management LLC | History | Added to | 76,400 | 19,323 | 3.6% | 3.95% | 164 | +1,123 | 1.49% | Q4 2025 | Jan 14, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 76,323 | 19,303 | 9.57% | 9.84% | 165 | -6,199 | -7.51% | Q4 2025 | Feb 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 76,249 | 19,284 | 0.67% | 0.64% | 166 | +3,340 | 4.58% | Q4 2025 | Jan 12, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 75,888 | 19,194 | 1.87% | 1.82% | 167 | +2,186 | 2.97% | Q4 2025 | Jan 20, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 73,920 | 18,695 | 1.56% | 1.63% | 168 | -5,736 | -7.2% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 73,246 | 18,525 | 0.03% | 0.0% | 169 | +60,979 | 497.1% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 73,040 | 18,473 | 0.36% | 0.36% | 170 | +3,366 | 4.83% | Q4 2025 | Jan 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 72,917 | 18,442 | 0.7% | 0.78% | 171 | -8,608 | -10.56% | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 72,574 | 18,355 | 0.48% | 0.5% | 172 | +1,144 | 1.6% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 71,425 | 18,064 | 0.05% | 0.04% | 173 | +14,000 | 24.38% | Q4 2025 | Feb 10, 2026 |
| Asset One Wealth Management LLC | History | New | 69,686 | 17,966 | 2.46% | — | 174 | +69,686 | New | Q4 2025 | Feb 17, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 70,684 | 17,877 | 7.21% | 7.29% | 175 | +3,317 | 4.92% | Q4 2025 | Jan 16, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 69,361 | 17,542 | 5.14% | — | 176 | +69,361 | New | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | New | 69,175 | 17,495 | 0.21% | — | 177 | +69,175 | New | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | Added to | 69,029 | 17,458 | 0.27% | 0.16% | 178 | +26,693 | 63.05% | Q4 2025 | Feb 03, 2026 |
| Atria Investments, Inc | History | Added to | 68,756 | 17,389 | 0.2% | 0.16% | 179 | +11,728 | 20.57% | Q4 2025 | Feb 05, 2026 |
| Sepio Capital, LP | History | Added to | 68,595 | 17,349 | 0.95% | 0.91% | 180 | +6,202 | 9.94% | Q4 2025 | Feb 12, 2026 |
| Forge Financial Services LLC | History | Added to | 68,498 | 17,330 | 7.41% | 7.77% | 181 | +1,963 | 2.95% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 68,266 | 17,265 | 0.1% | 0.1% | 182 | +4,753 | 7.48% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 67,295 | 17,020 | 0.22% | 0.21% | 183 | +8,622 | 14.7% | Q4 2025 | Feb 10, 2026 |
| Wick Capital Partners, LLC | History | Added to | 67,295 | 17,020 | 3.05% | 3.79% | 184 | +2,997 | 4.66% | Q4 2025 | Mar 02, 2026 |
| Prospera Financial Services Inc | History | Added to | 66,876 | 16,938 | 0.28% | 0.21% | 185 | +16,407 | 32.51% | Q4 2025 | Feb 09, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 66,658 | 16,859 | 1.01% | 0.66% | 186 | +20,932 | 45.78% | Q4 2025 | Jan 20, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 66,069 | 16,710 | 0.12% | 0.51% | 187 | -215,086 | -76.5% | Q4 2025 | Feb 13, 2026 |
| AdvisorShares Investments LLC | History | New | 64,920 | 16,419 | 2.74% | — | 188 | +64,920 | New | Q4 2025 | Feb 10, 2026 |
| Sunrise Financial Services, LLC | History | New | 64,643 | 16,349 | 12.32% | — | 189 | +64,643 | New | Q4 2025 | Feb 11, 2026 |
| Empire Life Investments Inc. | History | Reduced | 64,000 | 16,186 | 0.91% | 0.94% | 190 | -1,000 | -1.54% | Q4 2025 | Feb 04, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 954,798 | 16,165 | 10.11% | 9.48% | 191 | +899,154 | 1615.9% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 63,912 | 16,164 | 0.56% | 0.63% | 192 | -5,725 | -8.22% | Q4 2025 | Jan 13, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 63,654 | 16,099 | 4.69% | 5.6% | 193 | -8,450 | -11.72% | Q4 2025 | Jan 20, 2026 |
| Secure Asset Management, LLC | History | Added to | 63,635 | 16,094 | 2.52% | 2.53% | 194 | +1,911 | 3.1% | Q4 2025 | Jan 20, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 61,572 | 15,573 | 0.95% | 0.62% | 195 | +21,808 | 54.84% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 60,708 | 15,341 | 0.05% | 0.09% | 196 | -50,296 | -45.31% | Q4 2025 | Feb 10, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 60,860 | 15,237 | 10.25% | 8.36% | 197 | +7,097 | 13.2% | Q4 2025 | Jan 21, 2026 |
| Compass Financial Services Inc | History | Added to | 57,912 | 14,647 | 6.31% | 6.12% | 198 | +1,920 | 3.43% | Q4 2025 | Feb 27, 2026 |
| Modus Advisors, LLC | History | Reduced | 57,467 | 14,534 | 3.83% | 4.51% | 199 | -9,607 | -14.32% | Q4 2025 | Feb 11, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 57,346 | 14,503 | 6.08% | 4.11% | 200 | +18,051 | 45.94% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 57,256 | 14,481 | 0.45% | 0.46% | 201 | +17 | 0.03% | Q4 2025 | Jan 06, 2026 |
| Cooper Capital Advisors LLC | History | Added to | 56,828 | 14,372 | 9.05% | 9.0% | 202 | +444 | 0.79% | Q4 2025 | Feb 12, 2026 |
| Carroll Advisory Group, LLC | History | New | 56,409 | 14,266 | 6.17% | — | 203 | +56,409 | New | Q4 2025 | Feb 09, 2026 |
| Drake & Associates, LLC | History | Added to | 56,281 | 14,234 | 2.84% | 2.69% | 204 | +6,220 | 12.42% | Q4 2025 | Feb 23, 2026 |
| CITIGROUP INC | History | Added to | 56,140 | 14,199 | 0.01% | 0.0% | 205 | +12,871 | 29.75% | Q4 2025 | Feb 13, 2026 |
| FIL Ltd | History | No change | 55,224 | 14,049 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VICUS CAPITAL | History | Added to | 55,376 | 14,005 | 1.05% | 0.96% | 207 | +4,696 | 9.27% | Q4 2025 | Jan 22, 2026 |
| Q3 Asset Management | History | Added to | 55,308 | 13,988 | 3.2% | 0.87% | 208 | +45,013 | 437.23% | Q4 2025 | Jan 27, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Reduced | 55,087 | 13,933 | 3.7% | 3.47% | 209 | -90 | -0.16% | Q4 2025 | Feb 09, 2026 |
| Merit Financial Group, LLC | History | Reduced | 54,089 | 13,680 | 0.11% | 0.2% | 210 | -35,806 | -39.83% | Q4 2025 | Jan 26, 2026 |
| CAP Partners, LLC | History | Reduced | 53,803 | 13,607 | 7.71% | 7.57% | 211 | -209 | -0.39% | Q4 2025 | Feb 04, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 52,990 | 13,403 | 0.39% | 0.36% | 212 | +6,637 | 14.32% | Q4 2025 | Jan 20, 2026 |
| Wall Street Financial Group, Inc. | History | Added to | 52,399 | 13,261 | 9.66% | 9.5% | 213 | +23 | 0.04% | Q4 2025 | Jan 16, 2026 |
| Roundview Capital LLC | History | Added to | 51,524 | 13,031 | 0.8% | 0.76% | 214 | +2,762 | 5.66% | Q4 2025 | Feb 09, 2026 |
| HELIOS CAPITAL MANAGEMENT PTE. LTD | History | No change | 51,300 | 12,974 | 8.91% | 8.6% | 215 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 50,285 | 12,875 | 2.16% | 3.83% | 216 | -35,703 | -41.52% | Q4 2025 | Feb 06, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 50,843 | 12,859 | 1.0% | 0.09% | 217 | +46,409 | 1046.66% | Q4 2025 | Jan 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 49,391 | 12,492 | 0.17% | 0.2% | 218 | +6,282 | 14.57% | Q4 2025 | Feb 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 49,050 | 12,406 | 0.96% | — | 219 | +49,050 | New | Q4 2025 | Jan 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 48,954 | 12,381 | 0.25% | 0.22% | 220 | +6,946 | 16.53% | Q4 2025 | Feb 06, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 48,913 | 12,371 | 4.55% | 4.87% | 221 | +1,191 | 2.5% | Q4 2025 | Feb 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 48,413 | 12,347 | 0.83% | 1.05% | 222 | -8,280 | -14.6% | Q4 2025 | Jan 15, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 48,765 | 12,333 | 1.95% | 1.88% | 223 | +1,971 | 4.21% | Q4 2025 | Feb 02, 2026 |
| Baring Financial LLC | History | Added to | 48,314 | 12,219 | 7.44% | 1.58% | 224 | +38,934 | 415.07% | Q4 2025 | Jan 07, 2026 |
| Bauman Advisory Group, LLC | History | New | 48,094 | 12,164 | 9.8% | — | 225 | +48,094 | New | Q4 2025 | Feb 20, 2026 |
| Petix & Botte Co | History | Added to | 47,512 | 12,017 | 2.73% | 2.35% | 226 | +6,326 | 15.36% | Q4 2025 | Feb 05, 2026 |
| Walker Financial Services, Inc. | History | Added to | 47,435 | 11,997 | 4.35% | 3.1% | 227 | +15,134 | 46.85% | Q4 2025 | Jan 28, 2026 |
| Carter Financial Group, INC. | History | Added to | 47,335 | 11,972 | 7.1% | 6.97% | 228 | +632 | 1.35% | Q4 2025 | Feb 13, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Added to | 47,149 | 11,925 | 4.21% | 4.22% | 229 | +10 | 0.02% | Q4 2025 | Jan 16, 2026 |
| Enclave Advisors LLC | History | Added to | 46,847 | 11,848 | 1.68% | 1.3% | 230 | +12,401 | 36.0% | Q4 2025 | Jan 14, 2026 |
| URS Advisory LLC | History | New | 46,437 | 11,744 | 9.76% | — | 231 | +46,437 | New | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Added to | 45,911 | 11,611 | 0.52% | 0.52% | 232 | +963 | 2.14% | Q4 2025 | Feb 13, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 45,261 | 11,447 | 5.04% | 4.78% | 233 | +2,717 | 6.39% | Q4 2025 | Feb 04, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 45,202 | 11,432 | 0.6% | 0.6% | 234 | +727 | 1.63% | Q4 2025 | Mar 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 44,661 | 11,295 | 0.04% | 0.04% | 235 | +3,693 | 9.01% | Q4 2025 | Jan 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 44,354 | 11,218 | 3.16% | 2.73% | 236 | +3,260 | 7.93% | Q4 2025 | Jan 15, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 44,110 | 11,156 | 6.3% | 6.56% | 237 | -1,831 | -3.99% | Q4 2025 | Jan 26, 2026 |
| Procyon Advisors, LLC | History | New | 43,905 | 11,104 | 0.55% | — | 238 | +43,905 | New | Q4 2025 | Jan 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 43,694 | 11,051 | 0.29% | 0.29% | 239 | +561 | 1.3% | Q4 2025 | Jan 23, 2026 |
| Strategent Financial, LLC | History | Added to | 43,503 | 11,002 | 6.96% | 7.17% | 240 | +2,952 | 7.28% | Q4 2025 | Jan 29, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 43,197 | 10,925 | 0.13% | 0.13% | 241 | -820 | -1.86% | Q4 2025 | Jan 29, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 43,343 | 10,808 | 3.04% | 2.78% | 242 | +6,626 | 18.05% | Q4 2025 | Feb 09, 2026 |
| AlTi Global, Inc. | History | No change | 42,200 | 10,673 | 0.23% | 0.24% | 243 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 42,171 | 10,665 | 0.57% | 0.6% | 244 | -156 | -0.37% | Q4 2025 | Jan 23, 2026 |
| SG Americas Securities, LLC | History | No change | 41,863 | 10,588 | 0.01% | 0.03% | 245 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 41,860 | 10,587 | 0.26% | 0.14% | 246 | +19,845 | 90.14% | Q4 2025 | Jan 28, 2026 |
| GenTrust, LLC | History | Added to | 41,789 | 10,569 | 0.46% | 0.4% | 247 | +6,085 | 17.04% | Q4 2025 | Feb 02, 2026 |
| Sowell Financial Services LLC | History | Added to | 40,795 | 10,317 | 0.38% | 0.35% | 248 | +3,848 | 10.41% | Q4 2025 | Jan 21, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 40,437 | 10,227 | 0.73% | 0.62% | 249 | +6,695 | 19.84% | Q4 2025 | Feb 11, 2026 |
| Retirement Management Systems Inc. | History | New | 40,229 | 10,174 | 2.6% | — | 250 | +40,229 | New | Q4 2025 | Feb 12, 2026 |
| Brandywine Asset Management, Inc. | History | New | 40,000 | 10,116 | 7.11% | — | 251 | +40,000 | New | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 39,985 | 10,113 | 0.14% | 0.09% | 252 | +14,575 | 57.36% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Added to | 39,103 | 9,889 | 0.43% | 0.26% | 253 | +15,930 | 68.74% | Q4 2025 | Feb 10, 2026 |
| Kovack Advisors, Inc. | History | Added to | 38,940 | 9,848 | 0.46% | 0.06% | 254 | +36,463 | 1472.06% | Q4 2025 | Feb 17, 2026 |
| Congress Park Capital LLC | History | Added to | 38,682 | 9,783 | 2.92% | 2.52% | 255 | +5,838 | 17.77% | Q4 2025 | Jan 14, 2026 |
| Financial Enhancement Group LLC | History | New | 38,358 | 9,731 | 1.27% | — | 256 | +38,358 | New | Q4 2025 | Jan 23, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 38,461 | 9,727 | 0.16% | 0.17% | 257 | -398 | -1.02% | Q4 2025 | Feb 05, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 38,438 | 9,721 | 2.97% | 3.43% | 258 | -945 | -2.4% | Q4 2025 | Jan 20, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 38,423 | 9,718 | 1.74% | 1.52% | 259 | +6,754 | 21.33% | Q4 2025 | Feb 06, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 37,914 | 9,612 | 6.63% | 7.46% | 260 | +179 | 0.47% | Q4 2025 | Feb 10, 2026 |
| Integrity Wealth Solutions LLC | History | New | 37,776 | 9,554 | 3.78% | — | 261 | +37,776 | New | Q4 2025 | Feb 02, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 37,679 | 9,542 | 4.96% | 5.01% | 262 | +70 | 0.19% | Q4 2025 | Jan 29, 2026 |
| Capital Developers, LLC | History | New | 37,723 | 9,540 | 8.55% | — | 263 | +37,723 | New | Q4 2025 | Jan 30, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 37,706 | 9,536 | 0.96% | 0.97% | 264 | -802 | -2.08% | Q4 2025 | Jan 26, 2026 |
| &PARTNERS | History | Added to | 37,658 | 9,529 | 0.05% | 0.06% | 265 | +1,950 | 5.46% | Q4 2025 | Feb 17, 2026 |
| JBR Co Financial Management Inc | History | Added to | 37,642 | 9,520 | 3.99% | 3.88% | 266 | +572 | 1.54% | Q4 2025 | Jan 06, 2026 |
| Evensky & Katz LLC | History | Added to | 37,473 | 9,478 | 0.53% | 0.5% | 267 | +2,724 | 7.84% | Q4 2025 | Feb 05, 2026 |
| Financial Security Advisor, Inc. | History | New | 36,821 | 9,312 | 1.8% | — | 268 | +36,821 | New | Q4 2025 | Feb 05, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 36,241 | 9,166 | 0.78% | 0.66% | 269 | +5,761 | 18.9% | Q4 2025 | Jan 21, 2026 |
| Solitude Financial Services | History | Added to | 35,748 | 9,041 | 2.98% | 2.58% | 270 | +5,286 | 17.35% | Q4 2025 | Jan 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 35,553 | 8,992 | 0.67% | 0.68% | 271 | -680 | -1.88% | Q4 2025 | Jan 26, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 35,540 | 8,988 | 1.1% | 0.93% | 272 | +4,427 | 14.23% | Q4 2025 | Jan 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 35,408 | 8,955 | 0.47% | 0.48% | 273 | +595 | 1.71% | Q4 2025 | Feb 05, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 35,213 | 8,906 | 3.14% | 3.48% | 274 | +347 | 1.0% | Q4 2025 | Feb 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 35,106 | 8,879 | 0.96% | 0.93% | 275 | +1,731 | 5.19% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 34,320 | 8,680 | 0.07% | 0.08% | 276 | +2,650 | 8.37% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | Added to | 34,046 | 8,610 | 1.52% | 1.23% | 277 | +6,742 | 24.69% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | New | 33,896 | 8,572 | 0.25% | — | 278 | +33,896 | New | Q4 2025 | Feb 13, 2026 |
| HT Partners LLC | History | Reduced | 33,859 | 8,563 | 2.55% | 2.56% | 279 | -26 | -0.08% | Q4 2025 | Jan 21, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 32,704 | 8,271 | 2.46% | 2.56% | 280 | -961 | -2.85% | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | Added to | 32,682 | 8,265 | 1.03% | 1.07% | 281 | +577 | 1.8% | Q4 2025 | Jan 26, 2026 |
| BARINGS LLC | History | Reduced | 32,670 | 8,262 | 0.15% | 0.17% | 282 | -4,386 | -11.84% | Q4 2025 | Feb 12, 2026 |
| GERBER, LLC | History | Added to | 32,446 | 8,206 | 4.58% | 2.81% | 283 | +14,367 | 79.47% | Q4 2025 | Jan 21, 2026 |
| Blue Edge Capital, LLC | History | Added to | 32,430 | 8,202 | 1.1% | 0.81% | 284 | +9,358 | 40.56% | Q4 2025 | Feb 12, 2026 |
| Eddie Patel Inc | History | New | 32,016 | 8,097 | 6.03% | — | 285 | +32,016 | New | Q4 2025 | Feb 17, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 31,305 | 8,026 | 3.75% | 3.47% | 286 | +8,492 | 37.22% | Q4 2025 | Jan 26, 2026 |
| Raub Brock Capital Management LP | History | Reduced | 31,524 | 7,973 | 1.78% | 1.7% | 287 | -366 | -1.15% | Q4 2025 | Jan 15, 2026 |
| Carnegie Investment Counsel | History | Reduced | 30,880 | 7,810 | 0.14% | 0.15% | 288 | -1,604 | -4.94% | Q4 2025 | Jan 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 30,416 | 7,692 | 1.13% | 0.99% | 289 | +3,675 | 13.74% | Q4 2025 | Feb 10, 2026 |
| Rolek Wealth Management LLC | History | Added to | 30,064 | 7,603 | 5.21% | 3.53% | 290 | +11,060 | 58.2% | Q4 2025 | Jan 26, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 29,850 | 7,549 | 0.0% | 0.0% | 291 | +5,595 | 23.07% | Q4 2025 | Feb 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 29,602 | 7,486 | 1.11% | 0.31% | 292 | +23,948 | 423.56% | Q4 2025 | Feb 03, 2026 |
| Summit Financial Consulting LLC | History | Added to | 29,458 | 7,450 | 5.41% | 5.29% | 293 | +2,613 | 9.73% | Q4 2025 | Jan 23, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 29,341 | 7,421 | 0.56% | 0.48% | 294 | +5,124 | 21.16% | Q4 2025 | Jan 09, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 29,197 | 7,384 | 2.7% | 2.98% | 295 | -4,502 | -13.36% | Q4 2025 | Jan 21, 2026 |
| Echo45 Advisors LLC | History | Reduced | 29,138 | 7,369 | 4.21% | 4.38% | 296 | -1,083 | -3.58% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 33,937 | 7,339 | 0.18% | 0.15% | 297 | +2,232 | 7.04% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 28,667 | 7,250 | 0.15% | 0.09% | 298 | +12,702 | 79.56% | Q4 2025 | Feb 09, 2026 |
| Mutual Advisors, LLC | History | Reduced | 28,311 | 7,160 | 0.15% | 0.17% | 299 | -1,563 | -5.23% | Q4 2025 | Feb 02, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Added to | 28,286 | 7,154 | 1.42% | 1.52% | 300 | +5 | 0.02% | Q4 2025 | Jan 21, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 28,145 | 7,118 | 1.82% | 1.65% | 301 | +1,299 | 4.84% | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 28,131 | 7,115 | 0.26% | 0.21% | 302 | +6,240 | 28.5% | Q4 2025 | Jan 27, 2026 |
| ATX Financial Planning, LLC | History | New | 27,848 | 7,043 | 5.43% | — | 303 | +27,848 | New | Q4 2025 | Feb 19, 2026 |
| Aspire Growth Partners LLC | History | Added to | 26,953 | 6,817 | 4.75% | 4.51% | 304 | +2,001 | 8.02% | Q4 2025 | Feb 05, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 26,900 | 6,803 | 0.54% | 0.48% | 305 | +5,589 | 26.23% | Q4 2025 | Jan 13, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 26,888 | 6,800 | 1.92% | 1.9% | 306 | +452 | 1.71% | Q4 2025 | Feb 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 26,571 | 6,720 | 1.13% | 1.16% | 307 | -90 | -0.34% | Q4 2025 | Feb 10, 2026 |
| New Perspectives, Inc | History | Added to | 26,340 | 6,661 | 2.31% | 2.45% | 308 | +4,204 | 18.99% | Q4 2025 | Jan 28, 2026 |
| Redwood Financial Network Corp | History | Added to | 26,229 | 6,633 | 4.23% | 3.94% | 309 | +1,051 | 4.17% | Q4 2025 | Feb 10, 2026 |
| SMI Advisory Services, LLC | History | Added to | 25,683 | 6,632 | 1.14% | 0.17% | 310 | +22,138 | 624.49% | Q4 2025 | Jan 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 25,934 | 6,559 | 0.37% | 0.3% | 311 | +6,458 | 33.16% | Q4 2025 | Feb 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 25,709 | 6,502 | 0.3% | 0.33% | 312 | -2,904 | -10.15% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 25,501 | 6,449 | 0.01% | 0.01% | 313 | +4,509 | 21.48% | Q4 2025 | Mar 16, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 25,427 | 6,430 | 2.98% | 2.55% | 314 | +4,163 | 19.58% | Q4 2025 | Jan 23, 2026 |
| Tempo Wealth, LLC | History | New | 25,321 | 6,404 | 1.14% | — | 315 | +25,321 | New | Q4 2025 | Feb 25, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 25,180 | 6,368 | 3.55% | 3.63% | 316 | +445 | 1.8% | Q4 2025 | Feb 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 25,119 | 6,352 | 1.54% | 1.64% | 317 | +114 | 0.46% | Q4 2025 | Feb 02, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 25,000 | 6,323 | 0.01% | 0.1% | 318 | -254,200 | -91.05% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Added to | 24,986 | 6,319 | 0.13% | 0.12% | 319 | +4,390 | 21.31% | Q4 2025 | Jan 28, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 24,904 | 6,298 | 0.23% | 0.53% | 320 | -7,585 | -23.35% | Q4 2025 | Feb 04, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 24,887 | 6,294 | 2.18% | 2.45% | 321 | -1,469 | -5.57% | Q4 2025 | Jan 12, 2026 |
| Avestar Capital, LLC | History | Added to | 24,794 | 6,271 | 0.41% | 0.4% | 322 | +96 | 0.39% | Q4 2025 | Feb 10, 2026 |
| Appalachian Capital Management Ltd | History | New | 24,765 | 6,263 | 5.02% | — | 323 | +24,765 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 24,719 | 6,251 | 4.36% | 4.45% | 324 | +1,475 | 6.35% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 24,639 | 6,231 | 0.06% | 0.05% | 325 | +3,143 | 14.62% | Q4 2025 | Feb 13, 2026 |
| AGH Wealth Advisors, LLC | History | Added to | 24,487 | 6,197 | 4.66% | 4.42% | 326 | +92 | 0.38% | Q4 2025 | Feb 04, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 24,491 | 6,194 | 0.29% | 0.31% | 327 | -927 | -3.65% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 24,476 | 6,190 | 0.14% | 0.1% | 328 | +8,614 | 54.31% | Q4 2025 | Feb 06, 2026 |
| Wealth Group Ltd | History | Added to | 24,403 | 6,171 | 1.38% | 0.51% | 329 | +15,504 | 174.22% | Q4 2025 | Jan 12, 2026 |
| BCS Wealth Management | History | Added to | 24,017 | 6,074 | 0.61% | 0.66% | 330 | +12,135 | 102.13% | Q4 2025 | Jan 26, 2026 |
| GeoWealth Management, LLC | History | Reduced | 23,729 | 6,001 | 0.22% | 0.36% | 331 | -15,778 | -39.94% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Added to | 23,547 | 5,955 | 0.14% | 0.14% | 332 | +2,368 | 11.18% | Q4 2025 | Feb 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 23,297 | 5,892 | 0.14% | 0.08% | 333 | +10,815 | 86.64% | Q4 2025 | Feb 13, 2026 |
| Prism Advisors, Inc. | History | Reduced | 23,079 | 5,837 | 1.56% | 1.66% | 334 | -1,823 | -7.32% | Q4 2025 | Jan 23, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 22,948 | 5,804 | 0.2% | 0.18% | 335 | +4,222 | 22.55% | Q4 2025 | Feb 04, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 22,943 | 5,802 | 1.51% | 1.35% | 336 | +1,499 | 6.99% | Q4 2025 | Feb 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 22,798 | 5,766 | 0.75% | 0.65% | 337 | +3,397 | 17.51% | Q4 2025 | Feb 05, 2026 |
| Graney & King, LLC | History | Added to | 22,710 | 5,743 | 3.36% | 3.52% | 338 | +2,140 | 10.4% | Q4 2025 | Feb 13, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 22,399 | 5,665 | 0.59% | 0.52% | 339 | +3,250 | 16.97% | Q4 2025 | Feb 12, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 22,335 | 5,649 | 3.88% | 3.79% | 340 | -117 | -0.52% | Q4 2025 | Jan 26, 2026 |
| Lansing Street Advisors | History | New | 22,168 | 5,606 | 1.43% | — | 341 | +22,168 | New | Q4 2025 | Jan 26, 2026 |
| Lynch Investment Planning, LLC | History | New | 22,086 | 5,585 | 5.35% | — | 342 | +22,086 | New | Q4 2025 | Feb 24, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 21,939 | 5,548 | 0.6% | 0.64% | 343 | -2,195 | -9.1% | Q4 2025 | Jan 20, 2026 |
| WJ Wealth Management, LLC | History | Added to | 21,748 | 5,500 | 2.41% | 2.46% | 344 | +149 | 0.69% | Q4 2025 | Feb 05, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 21,315 | 5,390 | 2.47% | 2.62% | 345 | -14 | -0.07% | Q4 2025 | Feb 04, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 21,200 | 5,361 | 1.18% | 1.56% | 346 | -6,472 | -23.39% | Q4 2025 | Feb 11, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 21,187 | 5,358 | 0.16% | 0.14% | 347 | +3,012 | 16.57% | Q4 2025 | Jan 23, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 20,753 | 5,344 | 1.8% | 1.57% | 348 | +3,054 | 17.26% | Q4 2025 | Feb 10, 2026 |
| Premier Private Wealth Management LLC | History | New | 20,687 | 5,333 | 5.53% | — | 349 | +20,687 | New | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 20,872 | 5,278 | 0.01% | 0.01% | 350 | +2,141 | 11.43% | Q4 2025 | Feb 17, 2026 |
| High Note Wealth, LLC | History | Added to | 20,831 | 5,268 | 1.03% | 1.0% | 351 | +577 | 2.85% | Q4 2025 | Feb 05, 2026 |
| Strategic Advisors LLC | History | Added to | 20,792 | 5,258 | 0.82% | 0.71% | 352 | +2,980 | 16.73% | Q4 2025 | Feb 10, 2026 |
| Bensler, LLC | History | Added to | 20,748 | 5,247 | 0.53% | 0.52% | 353 | +316 | 1.55% | Q4 2025 | Feb 04, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 20,494 | 5,183 | 0.99% | 1.03% | 354 | -683 | -3.23% | Q4 2025 | Jan 26, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 20,419 | 5,164 | 0.24% | 0.22% | 355 | -295 | -1.42% | Q4 2025 | Jan 21, 2026 |
| PFG Investments, LLC | History | Added to | 20,382 | 5,155 | 0.24% | 0.23% | 356 | +2,133 | 11.69% | Q4 2025 | Jan 26, 2026 |
| Pearl Planning LLC | History | New | 20,187 | 5,105 | 3.12% | — | 357 | +20,187 | New | Q4 2025 | Feb 03, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 19,996 | 5,057 | 0.54% | 0.53% | 358 | +294 | 1.49% | Q4 2025 | Feb 18, 2026 |
| CVFG LLC | History | Reduced | 19,949 | 5,045 | 3.46% | 3.57% | 359 | -51 | -0.26% | Q4 2025 | Feb 06, 2026 |
| Bison Wealth, LLC | History | New | 21,035 | 5,040 | 0.57% | — | 360 | +21,035 | New | Q4 2025 | Mar 24, 2026 |
| Investment Advisory Services Group LLC | History | New | 19,896 | 5,032 | 4.47% | — | 361 | +19,896 | New | Q4 2025 | Feb 04, 2026 |
| AE Wealth Management LLC | History | Added to | 19,849 | 5,020 | 0.03% | 0.02% | 362 | +8,163 | 69.85% | Q4 2025 | Jan 26, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 19,691 | 4,979 | 0.14% | 0.28% | 363 | +1,592 | 8.8% | Q4 2025 | Feb 10, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 19,301 | 4,882 | 0.01% | — | 364 | +19,301 | New | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 19,162 | 4,846 | 0.16% | 0.13% | 365 | +546 | 2.93% | Q4 2025 | Jan 09, 2026 |
| AlphaCore Capital LLC | History | Added to | 18,870 | 4,772 | 0.11% | 0.0% | 366 | +18,706 | 11406.1% | Q4 2025 | Feb 05, 2026 |
| Faithward Advisors, LLC | History | Added to | 18,567 | 4,695 | 0.69% | 0.66% | 367 | +684 | 3.82% | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 18,540 | 4,689 | 0.25% | 0.08% | 368 | +12,070 | 186.55% | Q4 2025 | Feb 11, 2026 |
| jvl associates llc | History | Added to | 18,430 | 4,661 | 1.52% | 1.08% | 369 | +5,229 | 39.61% | Q4 2025 | Jan 09, 2026 |
| Warner Group LLC | History | Added to | 18,341 | 4,638 | 2.86% | 2.95% | 370 | +985 | 5.68% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 18,195 | 4,601 | 0.02% | — | 371 | +18,195 | New | Q4 2025 | Feb 12, 2026 |
| Maridea Wealth Management LLC | History | Added to | 18,184 | 4,599 | 0.69% | 0.63% | 372 | +2,058 | 12.76% | Q4 2025 | Jan 08, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 18,139 | 4,587 | 2.91% | 0.0% | 373 | +18,114 | 72456.0% | Q4 2025 | Feb 05, 2026 |
| Segment Wealth Management, LLC | History | New | 18,130 | 4,585 | 0.27% | — | 374 | +18,130 | New | Q4 2025 | Jan 29, 2026 |
| Worth Asset Management, LLC | History | Reduced | 18,044 | 4,563 | 1.94% | 2.31% | 375 | -2,726 | -13.12% | Q4 2025 | Jan 14, 2026 |
| Trademark Financial Management, LLC | History | Added to | 18,001 | 4,552 | 2.5% | 0.55% | 376 | +14,185 | 371.72% | Q4 2025 | Jan 28, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 17,924 | 4,533 | 0.12% | 0.1% | 377 | +2,077 | 13.11% | Q4 2025 | Feb 03, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 17,922 | 4,532 | 0.5% | 0.46% | 378 | +1,150 | 6.86% | Q4 2025 | Feb 03, 2026 |
| PAX Financial Group, LLC | History | Added to | 17,773 | 4,495 | 0.78% | 0.74% | 379 | +1,059 | 6.34% | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 67,032 | 4,478 | 0.01% | 0.01% | 380 | +53,051 | 379.45% | Q4 2025 | Mar 09, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 17,633 | 4,459 | 3.04% | 2.83% | 381 | +2,311 | 15.08% | Q4 2025 | Feb 02, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 17,606 | 4,452 | 5.66% | — | 382 | +17,606 | New | Q4 2025 | Feb 11, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 17,546 | 4,437 | 1.04% | 0.99% | 383 | +1,115 | 6.79% | Q4 2025 | Feb 05, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 17,280 | 4,370 | 0.01% | 0.01% | 384 | +595 | 3.57% | Q4 2025 | Feb 12, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 17,209 | 4,352 | 0.73% | 0.69% | 385 | +1,615 | 10.36% | Q4 2025 | Jan 26, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 16,883 | 4,270 | 0.78% | 0.78% | 386 | +934 | 5.86% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 16,807 | 4,250 | 0.0% | 0.0% | 387 | +1,224 | 7.85% | Q4 2025 | Feb 12, 2026 |
| FineMark National Bank & Trust | History | Added to | 16,794 | 4,247 | 0.13% | 0.09% | 388 | +6,155 | 57.85% | Q4 2025 | Feb 12, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 16,757 | 4,238 | 1.4% | 1.44% | 389 | -462 | -2.68% | Q4 2025 | Jan 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 16,732 | 4,231 | 0.29% | 0.29% | 390 | +636 | 3.95% | Q4 2025 | Feb 03, 2026 |
| Maia Wealth LLC | History | Added to | 17,067 | 4,221 | 0.72% | 0.47% | 391 | +6,138 | 56.16% | Q4 2025 | Feb 17, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 16,500 | 4,172 | 0.67% | 0.67% | 392 | -538 | -3.16% | Q4 2025 | Jan 23, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 16,095 | 4,070 | 0.06% | 0.08% | 393 | -110 | -0.68% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 16,026 | 4,053 | 0.08% | 0.08% | 394 | +2,142 | 15.43% | Q4 2025 | Feb 03, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | New | 15,546 | 3,931 | 2.38% | — | 395 | +15,546 | New | Q4 2025 | Feb 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 15,536 | 3,929 | 0.19% | 0.21% | 396 | +1,703 | 12.31% | Q4 2025 | Jan 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 15,482 | 3,915 | 0.08% | 0.09% | 397 | +281 | 1.85% | Q4 2025 | Feb 03, 2026 |
| CPC Advisors, LLC | History | Reduced | 15,383 | 3,890 | 0.39% | 0.42% | 398 | -736 | -4.57% | Q4 2025 | Jan 28, 2026 |
| Coquina Private Wealth LLC | History | New | 15,316 | 3,873 | 3.1% | — | 399 | +15,316 | New | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,079 | 3,813 | 0.01% | 0.01% | 400 | +2,748 | 22.29% | Q4 2025 | Feb 18, 2026 |
| Purus Wealth Management, LLC | History | Added to | 15,047 | 3,805 | 1.19% | 1.13% | 401 | +762 | 5.33% | Q4 2025 | Jan 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 14,635 | 3,701 | 0.06% | 0.05% | 402 | +1,514 | 11.54% | Q4 2025 | Feb 12, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 14,303 | 3,617 | 3.0% | 2.93% | 403 | -155 | -1.07% | Q4 2025 | Jan 22, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 14,223 | 3,597 | 1.96% | 1.91% | 404 | +468 | 3.4% | Q4 2025 | Jan 23, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 14,149 | 3,578 | 1.69% | 1.5% | 405 | +1,746 | 14.08% | Q4 2025 | Jan 23, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 14,141 | 3,576 | 3.27% | 2.91% | 406 | +1,170 | 9.02% | Q4 2025 | Feb 13, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 14,020 | 3,545 | 1.85% | 1.75% | 407 | +2,314 | 19.77% | Q4 2025 | Jan 30, 2026 |
| Hegarty Advisors, LLC | History | New | 13,948 | 3,529 | 3.06% | — | 408 | +13,948 | New | Q4 2025 | Jan 29, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Added to | 13,902 | 3,516 | 3.55% | 3.7% | 409 | +468 | 3.48% | Q4 2025 | Jan 07, 2026 |
| Round Rock Advisors LLC | History | Added to | 13,892 | 3,513 | 0.53% | 0.54% | 410 | +33 | 0.24% | Q4 2025 | Jan 27, 2026 |
| Brown Financial Advisors | History | Reduced | 13,880 | 3,510 | 1.28% | 1.28% | 411 | -130 | -0.93% | Q4 2025 | Feb 17, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 13,874 | 3,509 | 1.34% | 1.4% | 412 | -363 | -2.55% | Q4 2025 | Feb 05, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 13,887 | 3,505 | 0.54% | 0.34% | 413 | -17,542 | -55.81% | Q4 2025 | Feb 18, 2026 |
| Regal Investment Advisors LLC | History | New | 13,840 | 3,500 | 0.21% | — | 414 | +13,840 | New | Q4 2025 | Feb 17, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Added to | 13,832 | 3,498 | 0.66% | 0.3% | 415 | +6,408 | 86.31% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 13,792 | 3,488 | 0.01% | 0.01% | 416 | +84 | 0.61% | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | Added to | 13,733 | 3,473 | 0.1% | 0.1% | 417 | +1,129 | 8.96% | Q4 2025 | Feb 10, 2026 |
| BKM Wealth Management, LLC | History | New | 13,676 | 3,458 | 1.26% | — | 418 | +13,676 | New | Q4 2025 | Jan 29, 2026 |
| Intrua Financial, LLC | History | Added to | 13,624 | 3,445 | 0.36% | 0.34% | 419 | +799 | 6.23% | Q4 2025 | Feb 05, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 13,372 | 3,382 | 0.56% | 0.58% | 420 | -253 | -1.86% | Q4 2025 | Feb 06, 2026 |
| SCS Capital Management LLC | History | Reduced | 13,271 | 3,356 | 0.04% | 0.04% | 421 | -2,184 | -14.13% | Q4 2025 | Feb 10, 2026 |
| Alchemi Wealth, LLC | History | New | 13,228 | 3,346 | 1.83% | — | 422 | +13,228 | New | Q4 2025 | Feb 13, 2026 |
| Cordoba Advisory Partners LLC | History | New | 13,180 | 3,333 | 0.82% | — | 423 | +13,180 | New | Q4 2025 | Feb 13, 2026 |
| JGP Wealth Management, LLC | History | Added to | 13,173 | 3,331 | 0.35% | 0.29% | 424 | +2,637 | 25.03% | Q4 2025 | Jan 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 13,134 | 3,322 | 0.04% | 0.0% | 425 | +12,213 | 1326.06% | Q4 2025 | Feb 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 13,105 | 3,314 | 0.39% | 0.46% | 426 | -1,285 | -8.93% | Q4 2025 | Jan 26, 2026 |
| TSG Advice Partners, LLC | History | New | 13,090 | 3,310 | 0.51% | — | 427 | +13,090 | New | Q4 2025 | Feb 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 12,986 | 3,284 | 0.37% | 0.34% | 428 | +963 | 8.01% | Q4 2025 | Jan 14, 2026 |
| Austin Wealth Management, LLC | History | Added to | 12,722 | 3,249 | 0.48% | 0.45% | 429 | +1,135 | 9.8% | Q4 2025 | Jan 26, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 12,803 | 3,238 | 0.86% | 0.78% | 430 | +1,402 | 12.3% | Q4 2025 | Jan 14, 2026 |
| Luminist Capital LLC | History | Reduced | 12,723 | 3,217 | 3.97% | 6.54% | 431 | -17,762 | -58.26% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 12,631 | 3,194 | 0.15% | 0.17% | 432 | -1,826 | -12.63% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 12,595 | 3,186 | 0.03% | 0.01% | 433 | +8,702 | 223.53% | Q4 2025 | Jan 05, 2026 |
| Allen Investment Management, LLC | History | No change | 12,588 | 3,183 | 0.04% | 0.03% | 434 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bestgate Wealth Advisors, LLC | History | Reduced | 12,578 | 3,181 | 5.59% | 5.64% | 435 | -354 | -2.74% | Q4 2025 | Jan 16, 2026 |
| GTS SECURITIES LLC | History | Reduced | 12,565 | 3,177 | 0.11% | 0.57% | 436 | -47,982 | -79.25% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 12,533 | 3,169 | 0.01% | — | 437 | +12,533 | New | Q4 2025 | Feb 13, 2026 |
| Luken Investment Analytics, LLC | History | Reduced | 12,448 | 3,148 | 1.24% | 1.38% | 438 | -1,876 | -13.1% | Q4 2025 | Feb 03, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 12,431 | 3,144 | 0.01% | 0.01% | 439 | +795 | 6.83% | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 12,413 | 3,139 | 0.08% | 0.08% | 440 | +688 | 5.87% | Q4 2025 | Jan 29, 2026 |
| Bank of New Hampshire | History | New | 12,281 | 3,106 | 0.7% | — | 441 | +12,281 | New | Q4 2025 | Mar 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 12,257 | 3,100 | 0.04% | 0.02% | 442 | +4,414 | 56.28% | Q4 2025 | Jan 21, 2026 |
| Vise Technologies, Inc. | History | Added to | 12,211 | 3,088 | 0.06% | 0.03% | 444 | +9,273 | 315.62% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,212 | 3,088 | 0.01% | 0.01% | 443 | +4,713 | 62.85% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Reduced | 12,207 | 3,087 | 0.15% | 0.14% | 445 | -1,386 | -10.2% | Q4 2025 | Jan 27, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Reduced | 12,166 | 3,077 | 1.3% | 1.52% | 446 | -1,641 | -11.89% | Q4 2025 | Jan 23, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 12,164 | 3,076 | 0.68% | 0.49% | 447 | +3,979 | 48.61% | Q4 2025 | Jan 09, 2026 |
| Essex Financial Services, Inc. | History | Added to | 12,154 | 3,074 | 0.17% | 0.18% | 448 | +226 | 1.89% | Q4 2025 | Feb 10, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 12,047 | 3,046 | 2.08% | 0.13% | 449 | +10,525 | 691.52% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 11,950 | 3,022 | 0.0% | — | 450 | +11,950 | New | Q4 2025 | Feb 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 11,895 | 3,008 | 0.22% | 0.22% | 451 | +375 | 3.26% | Q4 2025 | Feb 10, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 11,877 | 3,003 | 0.25% | 0.2% | 453 | +2,723 | 29.75% | Q4 2025 | Feb 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 11,874 | 3,003 | 0.06% | 0.06% | 452 | +347 | 3.01% | Q4 2025 | Feb 12, 2026 |
| Invst, LLC | History | Reduced | 11,630 | 2,941 | 0.32% | 0.33% | 454 | -97 | -0.83% | Q4 2025 | Feb 11, 2026 |
| Sandy Cove Advisors, LLC | History | New | 11,577 | 2,928 | 0.87% | — | 455 | +11,577 | New | Q4 2025 | Feb 09, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 11,571 | 2,926 | 0.02% | 0.02% | 456 | +897 | 8.4% | Q4 2025 | Jan 29, 2026 |
| Destiny Capital Corp/CO | History | New | 11,531 | 2,916 | 1.5% | — | 457 | +11,531 | New | Q4 2025 | Jan 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,490 | 2,906 | 0.09% | 0.08% | 459 | +4,648 | 67.93% | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Added to | 11,491 | 2,906 | 0.08% | 0.08% | 458 | +692 | 6.41% | Q4 2025 | Jan 30, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 11,396 | 2,882 | 1.13% | 0.82% | 460 | +3,106 | 37.47% | Q4 2025 | Feb 04, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 11,372 | 2,876 | 0.02% | 0.02% | 461 | -859 | -7.02% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 11,301 | 2,858 | 0.01% | — | 462 | +11,301 | New | Q4 2025 | Feb 05, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 11,254 | 2,841 | 1.31% | 1.35% | 463 | +404 | 3.72% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 11,189 | 2,829 | 0.05% | 0.05% | 464 | +255 | 2.33% | Q4 2025 | Jan 22, 2026 |
| Next Capital Management LLC | History | Added to | 11,175 | 2,826 | 0.9% | 0.69% | 465 | +2,837 | 34.02% | Q4 2025 | Feb 11, 2026 |
| TD Capital Management LLC | History | Added to | 10,933 | 2,765 | 0.25% | 0.23% | 466 | +499 | 4.78% | Q4 2025 | Feb 26, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 10,909 | 2,759 | 2.64% | — | 467 | +10,909 | New | Q4 2025 | Feb 09, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 10,790 | 2,728 | 2.46% | — | 468 | +10,790 | New | Q4 2025 | Feb 11, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 10,768 | 2,725 | 1.5% | 1.43% | 469 | +953 | 9.71% | Q4 2025 | Feb 04, 2026 |
| GK Wealth Management LLC | History | Reduced | 10,751 | 2,718 | 1.8% | 1.96% | 470 | -74 | -0.68% | Q4 2025 | Jan 05, 2026 |
| Eagle Strategies LLC | History | Reduced | 10,695 | 2,705 | 0.35% | 0.37% | 471 | -426 | -3.83% | Q4 2025 | Jan 23, 2026 |
| Wealth Management Nebraska | History | Added to | 10,620 | 2,686 | 0.31% | 0.26% | 472 | +1,837 | 20.92% | Q4 2025 | Jan 28, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 10,573 | 2,674 | 0.2% | 0.38% | 473 | -9,651 | -47.72% | Q4 2025 | Jan 23, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 10,504 | 2,656 | 0.98% | 0.13% | 474 | +9,102 | 649.22% | Q4 2025 | Jan 21, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 10,500 | 2,655 | 0.56% | 0.64% | 475 | -1,442 | -12.08% | Q4 2025 | Jan 26, 2026 |
| NWAM LLC | History | Added to | 10,406 | 2,636 | 0.15% | 0.14% | 476 | +8 | 0.08% | Q4 2025 | Feb 04, 2026 |
| CERTUITY, LLC | History | Added to | 10,403 | 2,631 | 0.17% | 0.17% | 477 | +496 | 5.01% | Q4 2025 | Jan 30, 2026 |
| Balentine LLC | History | No change | 10,389 | 2,627 | 0.1% | 0.09% | 478 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 10,376 | 2,624 | 0.01% | 0.01% | 479 | +1,075 | 11.56% | Q4 2025 | Feb 06, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 10,209 | 2,581 | 0.7% | 0.7% | 480 | +984 | 10.67% | Q4 2025 | Feb 10, 2026 |
| Dougherty & Associates, LLC | History | New | 10,121 | 2,559 | 2.29% | — | 481 | +10,121 | New | Q4 2025 | Feb 05, 2026 |
| Marshall Financial Group, LLC | History | Added to | 10,096 | 2,553 | 0.5% | 0.36% | 482 | +2,690 | 36.32% | Q4 2025 | Jan 09, 2026 |
| COMERICA BANK | History | Added to | 10,075 | 2,547 | 0.01% | 0.01% | 483 | +1 | 0.01% | Q4 2025 | Jan 29, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 10,064 | 2,545 | 1.49% | 1.52% | 484 | -523 | -4.94% | Q4 2025 | Feb 12, 2026 |
| Balefire, LLC | History | Reduced | 10,019 | 2,534 | 0.49% | 0.53% | 485 | -749 | -6.96% | Q4 2025 | Jan 12, 2026 |
| Redwood Family Wealth LLC | History | New | 10,009 | 2,531 | 2.49% | — | 486 | +10,009 | New | Q4 2025 | Mar 06, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,861 | 2,494 | 0.07% | 0.05% | 487 | +4,226 | 75.0% | Q4 2025 | Feb 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 9,767 | 2,470 | 1.38% | — | 488 | +9,767 | New | Q4 2025 | Feb 18, 2026 |
| Zhang Financial LLC | History | Added to | 9,752 | 2,466 | 0.09% | 0.09% | 489 | +407 | 4.36% | Q4 2025 | Feb 10, 2026 |
| Rede Wealth, LLC | History | New | 9,703 | 2,454 | 0.85% | — | 490 | +9,703 | New | Q4 2025 | Jan 23, 2026 |
| Twin Tree Management, LP | History | Reduced | 9,616 | 2,432 | 0.02% | 0.04% | 491 | -30,096 | -75.79% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 9,593 | 2,426 | 0.21% | 0.2% | 492 | +595 | 6.61% | Q4 2025 | Jan 26, 2026 |
| Falcon Wealth Planning | History | Added to | 9,533 | 2,411 | 0.2% | 0.21% | 493 | +30 | 0.32% | Q4 2025 | Feb 03, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 9,361 | 2,410 | 1.59% | 1.74% | 494 | -345 | -3.55% | Q4 2025 | Feb 11, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 9,527 | 2,409 | 1.42% | 1.54% | 495 | +728 | 8.27% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 9,513 | 2,405 | 0.0% | 0.0% | 496 | -1,952 | -17.03% | Q4 2025 | Feb 17, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 9,511 | 2,405 | 0.2% | 0.23% | 497 | -1,160 | -10.87% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 9,501 | 2,403 | 0.13% | 0.13% | 498 | +6 | 0.06% | Q4 2025 | Jan 20, 2026 |
| Motiv8 Investments LLC | History | Added to | 9,410 | 2,380 | 1.3% | 1.23% | 499 | +47 | 0.5% | Q4 2025 | Feb 13, 2026 |
| Paladin Wealth, LLC | History | Added to | 9,228 | 2,333 | 1.59% | 1.42% | 500 | +1,324 | 16.75% | Q4 2025 | Jan 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 9,176 | 2,320 | 0.14% | 0.13% | 501 | +694 | 8.18% | Q4 2025 | Jan 15, 2026 |
| Reliant Investment Partners, LLC | History | Added to | 9,149 | 2,313 | 1.82% | 1.66% | 502 | +624 | 7.32% | Q4 2025 | Feb 06, 2026 |
| RDA Financial Network | History | Reduced | 9,116 | 2,305 | 0.55% | 0.57% | 503 | -274 | -2.92% | Q4 2025 | Jan 06, 2026 |
| Altus Wealth Group LLC | History | Added to | 8,949 | 2,263 | 0.9% | 0.9% | 504 | +38 | 0.43% | Q4 2025 | Feb 13, 2026 |
| Sequent Planning LLC | History | Added to | 8,889 | 2,248 | 0.57% | 0.59% | 505 | +448 | 5.31% | Q4 2025 | Feb 05, 2026 |
| Vienna Asset Management LLC | History | New | 8,885 | 2,247 | 1.27% | — | 506 | +8,885 | New | Q4 2025 | Feb 13, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 8,864 | 2,241 | 0.96% | 1.01% | 507 | -231 | -2.54% | Q4 2025 | Jan 26, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 8,803 | 2,226 | 0.0% | 0.0% | 508 | +12 | 0.14% | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 8,776 | 2,219 | 0.18% | 0.17% | 509 | +445 | 5.34% | Q4 2025 | Feb 04, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 8,773 | 2,218 | 0.32% | 0.23% | 510 | +2,342 | 36.42% | Q4 2025 | Jan 28, 2026 |
| Sanchez Wealth Management Group | History | Added to | 8,677 | 2,194 | 0.47% | 0.25% | 511 | +4,068 | 88.26% | Q4 2025 | Feb 04, 2026 |
| Valued Retirements, Inc. | History | Added to | 8,507 | 2,151 | 2.1% | 2.05% | 512 | +525 | 6.58% | Q4 2025 | Feb 09, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 8,478 | 2,144 | 0.18% | 0.18% | 513 | +6 | 0.07% | Q4 2025 | Feb 03, 2026 |
| Hyposwiss Advisors SA | History | New | 8,350 | 2,111 | 2.07% | — | 514 | +8,350 | New | Q4 2025 | Feb 17, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 8,267 | 2,090 | 0.79% | 0.74% | 515 | +654 | 8.59% | Q4 2025 | Jan 13, 2026 |
| Evanson Asset Management, LLC | History | Added to | 8,257 | 2,088 | 0.11% | 0.11% | 516 | +72 | 0.88% | Q4 2025 | Jan 12, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 8,254 | 2,087 | 0.78% | 0.68% | 517 | +1,380 | 20.08% | Q4 2025 | Feb 05, 2026 |
| Third View Private Wealth, LLC | History | New | 8,100 | 2,048 | 0.28% | — | 518 | +8,100 | New | Q4 2025 | Jan 23, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 8,096 | 2,047 | 0.67% | 0.73% | 519 | -453 | -5.3% | Q4 2025 | Feb 05, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 8,081 | 2,043 | 1.22% | 1.31% | 520 | +161 | 2.03% | Q4 2025 | Feb 17, 2026 |
| CABANA LLC | History | Added to | 8,031 | 2,031 | 15.22% | 6.72% | 521 | +3,582 | 80.51% | Q4 2025 | Jan 28, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 7,996 | 2,022 | 0.19% | 0.2% | 522 | -586 | -6.83% | Q4 2025 | Feb 11, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 7,957 | 2,012 | 0.22% | 0.4% | 523 | -6,689 | -45.67% | Q4 2025 | Mar 03, 2026 |
| Fortitude Financial, LLC | History | New | 7,931 | 2,005 | 1.7% | — | 524 | +7,931 | New | Q4 2025 | Jan 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 7,911 | 2,000 | 0.07% | 0.05% | 525 | +2,386 | 43.19% | Q4 2025 | Feb 02, 2026 |
| Strategic Blueprint, LLC | History | Added to | 7,882 | 1,993 | 0.12% | 0.08% | 526 | +534 | 7.27% | Q4 2025 | Jan 30, 2026 |
| SFMG, LLC | History | Added to | 7,839 | 1,982 | 0.13% | 0.03% | 527 | +5,834 | 290.97% | Q4 2025 | Feb 10, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | New | 7,800 | 1,973 | 0.02% | — | 528 | +7,800 | New | Q4 2025 | Feb 03, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 7,710 | 1,950 | 0.68% | 0.69% | 529 | -84 | -1.08% | Q4 2025 | Jan 27, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 7,671 | 1,940 | 0.68% | 0.57% | 530 | +1,809 | 30.86% | Q4 2025 | Feb 13, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 7,668 | 1,939 | 1.42% | 1.31% | 531 | +429 | 5.93% | Q4 2025 | Feb 12, 2026 |
| Wagner Wealth Management, Corp | History | New | 7,653 | 1,935 | 1.91% | — | 532 | +7,653 | New | Q4 2025 | Feb 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 7,622 | 1,927 | 0.12% | 0.11% | 533 | +791 | 11.58% | Q4 2025 | Feb 03, 2026 |
| KIECKHEFER GROUP LLC | History | Reduced | 7,617 | 1,926 | 0.92% | 0.95% | 534 | -565 | -6.91% | Q4 2025 | Jan 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 7,599 | 1,921 | 0.08% | 0.07% | 535 | +872 | 12.96% | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 7,589 | 1,919 | 0.03% | 0.08% | 536 | -9,243 | -54.91% | Q4 2025 | Jan 07, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 7,581 | 1,917 | 1.62% | 1.66% | 537 | -578 | -7.08% | Q4 2025 | Jan 21, 2026 |
| Clark Capital Management Group, Inc. | History | New | 7,542 | 1,907 | 0.01% | — | 538 | +7,542 | New | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 7,539 | 1,906 | 1.26% | 1.25% | 539 | +149 | 2.02% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 7,515 | 1,900 | 0.18% | 0.16% | 540 | +817 | 12.2% | Q4 2025 | Jan 28, 2026 |
| Edgestream Partners, L.P. | History | Added to | 7,468 | 1,888 | 0.05% | 0.03% | 541 | +3,393 | 83.26% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 7,449 | 1,883 | 0.0% | 0.0% | 542 | +4,536 | 155.72% | Q4 2025 | Feb 13, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 7,430 | 1,879 | 0.0% | 0.0% | 543 | +3,642 | 96.15% | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 7,430 | 1,879 | 1.55% | 1.45% | 544 | +1,702 | 29.71% | Q4 2025 | Feb 10, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 7,386 | 1,868 | 0.21% | 0.22% | 545 | -75 | -1.01% | Q4 2025 | Feb 10, 2026 |
| AMG National Trust Bank | History | Added to | 7,332 | 1,854 | 0.04% | 0.03% | 546 | +1,708 | 30.37% | Q4 2025 | Jan 30, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 7,318 | 1,850 | 0.17% | 0.17% | 547 | +3 | 0.04% | Q4 2025 | Jan 28, 2026 |
| Colonial River Investments, LLC | History | Reduced | 7,314 | 1,849 | 0.66% | 0.77% | 548 | -1,170 | -13.79% | Q4 2025 | Feb 04, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 7,224 | 1,827 | 0.79% | 0.85% | 549 | +150 | 2.12% | Q4 2025 | Jan 23, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 7,142 | 1,826 | 0.06% | 0.06% | 550 | +640 | 9.84% | Q4 2025 | Jan 23, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 7,197 | 1,820 | 0.43% | 0.45% | 551 | -369 | -4.88% | Q4 2025 | Feb 12, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 7,160 | 1,810 | 0.67% | 0.59% | 552 | +785 | 12.31% | Q4 2025 | Jan 15, 2026 |
| Capital Analysts, LLC | History | Added to | 7,151 | 1,808 | 0.06% | 0.05% | 553 | +568 | 8.63% | Q4 2025 | Feb 11, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 7,142 | 1,806 | 0.47% | 0.47% | 554 | +173 | 2.48% | Q4 2025 | Jan 07, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Added to | 7,119 | 1,800 | 0.87% | 0.82% | 555 | +205 | 2.96% | Q4 2025 | Feb 13, 2026 |
| Emerald Advisors, LLC | History | Added to | 7,092 | 1,793 | 0.24% | 0.23% | 556 | +160 | 2.31% | Q4 2025 | Jan 27, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 7,000 | 1,770 | 0.18% | 0.18% | 557 | +6 | 0.09% | Q4 2025 | Jan 20, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 6,997 | 1,769 | 0.0% | — | 558 | +6,997 | New | Q4 2025 | Feb 17, 2026 |
| Strong Tower Advisory Services | History | Added to | 6,973 | 1,763 | 0.32% | 0.31% | 559 | +255 | 3.8% | Q4 2025 | Jan 23, 2026 |
| Triton Financial Group Inc | History | Reduced | 6,957 | 1,759 | 1.16% | 1.17% | 560 | -82 | -1.16% | Q4 2025 | Feb 03, 2026 |
| Gotham Asset Management, LLC | History | Added to | 6,887 | 1,741 | 0.01% | 0.01% | 561 | +1,549 | 29.02% | Q4 2025 | Feb 17, 2026 |
| Del-Sette Capital Management, LLC | History | New | 6,843 | 1,730 | 1.07% | — | 562 | +6,843 | New | Q4 2025 | Feb 02, 2026 |
| Fulcrum Equity Management | History | Added to | 6,804 | 1,720 | 1.65% | 1.65% | 563 | +220 | 3.34% | Q4 2025 | Jan 06, 2026 |
| American Financial Advisors, LLC | History | Added to | 6,784 | 1,715 | 0.22% | 0.21% | 564 | +210 | 3.19% | Q4 2025 | Feb 03, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 6,779 | 1,714 | 1.62% | 1.56% | 565 | +155 | 2.34% | Q4 2025 | Jan 27, 2026 |
| BXM Wealth LLC | History | Added to | 6,607 | 1,671 | 1.29% | 1.55% | 566 | +2 | 0.03% | Q4 2025 | Jan 20, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 6,604 | 1,670 | 0.61% | 0.6% | 567 | +276 | 4.36% | Q4 2025 | Feb 05, 2026 |
| Larson Financial Group LLC | History | Added to | 6,539 | 1,653 | 0.05% | 0.04% | 568 | +1,544 | 30.91% | Q4 2025 | Feb 06, 2026 |
| Csenge Advisory Group | History | Added to | 6,520 | 1,648 | 0.07% | 0.07% | 569 | +462 | 7.63% | Q4 2025 | Feb 06, 2026 |
| Box Hill Private Wealth LLC | History | New | 6,494 | 1,642 | 1.66% | — | 571 | +6,494 | New | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,496 | 1,642 | 0.01% | 0.01% | 570 | +1,710 | 35.73% | Q4 2025 | Feb 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 6,441 | 1,629 | 0.47% | 0.49% | 572 | +652 | 11.26% | Q4 2025 | Feb 10, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 6,426 | 1,625 | 0.04% | 0.03% | 573 | +1,722 | 36.61% | Q4 2025 | Feb 04, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 6,383 | 1,614 | 0.09% | — | 574 | +6,383 | New | Q4 2025 | Feb 09, 2026 |
| CRA Financial Services, LLC | History | Reduced | 6,370 | 1,611 | 0.21% | 0.22% | 575 | -62 | -0.96% | Q4 2025 | Jan 16, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 6,339 | 1,603 | 1.14% | 1.42% | 576 | -1,626 | -20.41% | Q4 2025 | Feb 11, 2026 |
| TRUE Private Wealth Advisors | History | New | 6,292 | 1,591 | 0.16% | — | 577 | +6,292 | New | Q4 2025 | Feb 13, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 6,287 | 1,590 | 0.27% | 0.1% | 578 | +4,238 | 206.83% | Q4 2025 | Jan 29, 2026 |
| Moors & Cabot, Inc. | History | Added to | 6,063 | 1,533 | 0.07% | 0.06% | 579 | +187 | 3.18% | Q4 2025 | Feb 10, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 6,000 | 1,517 | 0.0% | 0.01% | 580 | -8,700 | -59.18% | Q4 2025 | Feb 13, 2026 |
| Y.D. More Investments Ltd | History | New | 6,000 | 1,517 | 0.07% | — | 581 | +6,000 | New | Q4 2025 | Jan 21, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 5,801 | 1,467 | 0.16% | 0.15% | 582 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 5,771 | 1,459 | 0.19% | 0.19% | 583 | -241 | -4.01% | Q4 2025 | Jan 13, 2026 |
| JDM Financial Group LLC | History | Reduced | 5,766 | 1,458 | 0.57% | 0.66% | 584 | -621 | -9.72% | Q4 2025 | Feb 02, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 5,745 | 1,450 | 0.56% | 0.42% | 585 | +1,528 | 36.23% | Q4 2025 | Feb 03, 2026 |
| Prostatis Group LLC | History | Added to | 5,707 | 1,443 | 0.34% | 0.21% | 586 | +2,363 | 70.66% | Q4 2025 | Feb 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 5,638 | 1,425 | 0.08% | 0.07% | 587 | +1,549 | 37.88% | Q4 2025 | Feb 10, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 5,607 | 1,418 | 1.15% | — | 589 | +5,607 | New | Q4 2025 | Feb 13, 2026 |
| AA Financial Advisors, LLC | History | Added to | 5,608 | 1,418 | 0.26% | 0.24% | 588 | +740 | 15.2% | Q4 2025 | Jan 14, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 5,573 | 1,409 | 0.42% | 0.51% | 590 | -271 | -4.64% | Q4 2025 | Jan 15, 2026 |
| Opulen Financial Group LLC | History | Reduced | 5,519 | 1,395 | 1.02% | 1.04% | 591 | -31 | -0.56% | Q4 2025 | Feb 10, 2026 |
| Independent Wealth Network Inc. | History | Added to | 5,494 | 1,389 | 0.42% | 0.44% | 592 | +1 | 0.02% | Q4 2025 | Jan 26, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 5,447 | 1,377 | 1.03% | 1.02% | 593 | +96 | 1.79% | Q4 2025 | Feb 11, 2026 |
| NOVEM GROUP | History | Added to | 5,426 | 1,372 | 0.16% | 0.15% | 594 | +348 | 6.85% | Q4 2025 | Jan 27, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 5,421 | 1,371 | 0.29% | — | 595 | +5,421 | New | Q4 2025 | Feb 13, 2026 |
| PSI Advisors, LLC | History | Added to | 5,388 | 1,362 | 0.34% | 0.33% | 596 | +250 | 4.87% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | Added to | 5,353 | 1,353 | 0.05% | 0.04% | 597 | +52 | 0.98% | Q4 2025 | Jan 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 5,343 | 1,351 | 0.0% | 0.0% | 598 | -2,068 | -27.9% | Q4 2025 | Feb 09, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 5,329 | 1,347 | 0.54% | 0.62% | 599 | +3 | 0.06% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Reduced | 5,308 | 1,342 | 0.07% | 0.22% | 600 | -9,096 | -63.15% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,246 | 1,337 | 0.05% | 0.07% | 601 | +908 | 20.93% | Q4 2025 | Feb 13, 2026 |
| Tactive Advisors, LLC | History | Reduced | 5,269 | 1,332 | 0.39% | 0.39% | 602 | -362 | -6.43% | Q4 2025 | Jan 09, 2026 |
| Bridgewater Advisors Inc. | History | No change | 5,247 | 1,331 | 0.09% | 0.09% | 603 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Vertex Planning Partners, LLC | History | New | 37,421 | 1,315 | 0.31% | — | 604 | +37,421 | New | Q4 2025 | Feb 17, 2026 |
| ZEGA Investments, LLC | History | Added to | 5,190 | 1,312 | 0.15% | 0.14% | 605 | +817 | 18.68% | Q4 2025 | Jan 27, 2026 |
| Perfromance Wealth Partners, LLC | History | Reduced | 5,172 | 1,308 | 0.04% | 0.04% | 606 | -27 | -0.52% | Q4 2025 | Jan 21, 2026 |
| Rockingstone Advisors LLC | History | Reduced | 5,158 | 1,304 | 0.59% | 0.63% | 607 | -15 | -0.29% | Q4 2025 | Jan 28, 2026 |
| SFM, LLC | History | Added to | 5,154 | 1,303 | 0.76% | 0.66% | 608 | +547 | 11.87% | Q4 2025 | Jan 23, 2026 |
| BLVD Private Wealth, LLC | History | Added to | 5,050 | 1,277 | 1.11% | 1.02% | 609 | +243 | 5.06% | Q4 2025 | Jan 27, 2026 |
| FSM Wealth Advisors, LLC | History | New | 5,032 | 1,272 | 0.17% | — | 610 | +5,032 | New | Q4 2025 | Jan 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 4,977 | 1,258 | 0.03% | 0.01% | 611 | +4,146 | 498.92% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 4,910 | 1,242 | 0.01% | — | 612 | +4,910 | New | Q4 2025 | Feb 18, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | New | 4,859 | 1,228 | 0.01% | — | 613 | +4,859 | New | Q4 2025 | Jan 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 4,788 | 1,210 | 0.08% | 0.08% | 614 | +11 | 0.23% | Q4 2025 | Feb 17, 2026 |
| City State Bank | History | Added to | 4,783 | 1,209 | 0.33% | 0.31% | 615 | +436 | 10.03% | Q4 2025 | Jan 28, 2026 |
| Pure Financial Advisors, LLC | History | New | 4,721 | 1,194 | 0.22% | — | 616 | +4,721 | New | Q4 2025 | Mar 04, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 4,719 | 1,193 | 0.51% | 0.87% | 617 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Flavin Financial Services, Inc. | History | Reduced | 4,666 | 1,180 | 0.81% | 0.85% | 619 | -171 | -3.54% | Q4 2025 | Feb 05, 2026 |
| Sierra Capital LLC | History | No change | 4,664 | 1,180 | 0.12% | 0.13% | 618 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 4,650 | 1,176 | 0.76% | 1.23% | 620 | -1,503 | -24.43% | Q4 2025 | Jan 26, 2026 |
| Pacific Asset Management, LLC | History | Added to | 4,649 | 1,175 | 0.71% | 0.68% | 622 | +602 | 14.88% | Q4 2025 | Jan 28, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 4,647 | 1,175 | 0.0% | 0.0% | 621 | +113 | 2.49% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 4,623 | 1,169 | 0.01% | 0.01% | 623 | -353 | -7.09% | Q4 2025 | Feb 18, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 4,617 | 1,167 | 0.65% | 0.92% | 624 | -1,537 | -24.98% | Q4 2025 | Feb 17, 2026 |
| Nicholas Wealth, LLC. | History | New | 4,601 | 1,163 | 0.79% | — | 625 | +4,601 | New | Q4 2025 | Feb 17, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 4,577 | 1,157 | 0.27% | 0.27% | 626 | -23 | -0.5% | Q4 2025 | Jan 28, 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | History | Reduced | 4,532 | 1,146 | 0.38% | 0.67% | 627 | -2,543 | -35.94% | Q4 2025 | Jan 27, 2026 |
| Lord & Richards Wealth Management, LLC | History | Added to | 4,534 | 1,146 | 0.98% | 0.67% | 628 | +1,565 | 52.71% | Q4 2025 | Jan 15, 2026 |
| Clarendon Private LLC | History | Added to | 4,470 | 1,130 | 0.96% | 1.0% | 629 | +6 | 0.13% | Q4 2025 | Feb 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 4,463 | 1,128 | 0.03% | 0.01% | 630 | +3,024 | 210.15% | Q4 2025 | Feb 17, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 4,452 | 1,125 | 0.11% | 0.11% | 631 | +161 | 3.75% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,411 | 1,115 | 0.04% | 0.02% | 632 | +2,423 | 121.88% | Q4 2025 | Feb 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 4,348 | 1,099 | 0.12% | 0.13% | 634 | +429 | 10.95% | Q4 2025 | Feb 11, 2026 |
| Quartz Partners, LLC | History | Added to | 4,348 | 1,099 | 0.41% | 0.37% | 633 | +234 | 5.69% | Q4 2025 | Feb 13, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | New | 4,321 | 1,092 | 0.39% | — | 635 | +4,321 | New | Q4 2025 | Jan 26, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 4,290 | 1,085 | 0.3% | 0.3% | 636 | -7 | -0.16% | Q4 2025 | Feb 11, 2026 |
| Keystone Financial Group | History | Added to | 4,229 | 1,069 | 0.08% | 0.06% | 637 | +1,280 | 43.4% | Q4 2025 | Feb 06, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | New | 4,220 | 1,067 | 1.0% | — | 638 | +4,220 | New | Q4 2025 | Feb 05, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Added to | 4,207 | 1,064 | 0.24% | 0.16% | 639 | +2 | 0.05% | Q4 2025 | Feb 11, 2026 |
| Legacy Private Trust Co. | History | Added to | 4,199 | 1,062 | 0.06% | 0.06% | 640 | +65 | 1.57% | Q4 2025 | Jan 08, 2026 |
| Texas Yale Capital Corp. | History | Added to | 4,190 | 1,059 | 0.03% | 0.01% | 642 | +2,640 | 170.32% | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 4,191 | 1,059 | 0.01% | 0.01% | 641 | +40 | 0.96% | Q4 2025 | Feb 06, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 4,163 | 1,052 | 0.26% | 0.35% | 643 | -1,594 | -27.69% | Q4 2025 | Feb 11, 2026 |
| Douglass Winthrop Advisors, LLC | History | New | 4,150 | 1,049 | 0.02% | — | 644 | +4,150 | New | Q4 2025 | Feb 12, 2026 |
| Pacific Point Advisors, LLC | History | Added to | 4,147 | 1,048 | 0.56% | 0.52% | 646 | +538 | 14.91% | Q4 2025 | Jan 21, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 4,146 | 1,048 | 0.42% | 0.46% | 645 | -164 | -3.81% | Q4 2025 | Feb 05, 2026 |
| Plum Street Advisors, LLC | History | New | 4,133 | 1,045 | 0.37% | — | 647 | +4,133 | New | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 4,122 | 1,042 | 0.42% | 0.4% | 648 | +139 | 3.49% | Q4 2025 | Jan 28, 2026 |
| RFP Financial Group LLC | History | No change | 4,100 | 1,036 | 0.5% | 0.41% | 649 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 4,075 | 1,030 | 0.36% | 0.39% | 650 | +35 | 0.87% | Q4 2025 | Jan 08, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 4,070 | 1,029 | 0.29% | 0.45% | 651 | -4,004 | -49.59% | Q4 2025 | Jan 12, 2026 |
| Squarepoint Ops LLC | History | New | 4,059 | 1,026 | 0.0% | — | 652 | +4,059 | New | Q4 2025 | Feb 13, 2026 |
| Well Done, LLC | History | Added to | 4,048 | 1,023 | 0.15% | 0.16% | 653 | +275 | 7.29% | Q4 2025 | Jan 13, 2026 |
| Fortune Financial Group, Inc. | History | New | 3,340 | 1,017 | 1.0% | — | 654 | +3,340 | New | Q4 2025 | Feb 11, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 4,016 | 1,015 | 0.22% | 0.25% | 655 | +110 | 2.82% | Q4 2025 | Feb 02, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 4,010 | 1,014 | 0.01% | 0.01% | 656 | -155 | -3.72% | Q4 2025 | Feb 12, 2026 |
| Blue Line Capital, LLC / IL | History | New | 4,000 | 1,011 | 1.19% | — | 657 | +4,000 | New | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 3,961 | 1,001 | 0.31% | 0.04% | 658 | +3,785 | 2150.57% | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | Added to | 3,925 | 992 | 0.01% | 0.01% | 659 | +5 | 0.13% | Q4 2025 | Jan 21, 2026 |
| Advisor Resource Council | History | New | 3,854 | 991 | 0.35% | — | 660 | +3,854 | New | Q4 2025 | Feb 10, 2026 |
| Indivisible Partners | History | New | 3,887 | 983 | 0.11% | — | 661 | +3,887 | New | Q4 2025 | Feb 03, 2026 |
| Legacy Wealth Partners, LLC | History | New | 3,884 | 982 | 0.25% | — | 663 | +3,884 | New | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 3,832 | 982 | 0.02% | 0.03% | 662 | -28 | -0.73% | Q4 2025 | Jan 28, 2026 |
| Venture Visionary Partners LLC | History | New | 3,882 | 981 | 0.03% | — | 665 | +3,882 | New | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,882 | 981 | 0.01% | 0.0% | 664 | +750 | 23.95% | Q4 2025 | Feb 03, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 3,843 | 972 | 0.07% | 0.05% | 666 | +1,186 | 44.64% | Q4 2025 | Feb 12, 2026 |
| Aldebaran Financial Inc. | History | Reduced | 3,804 | 970 | 0.9% | 0.98% | 667 | -180 | -4.52% | Q4 2025 | Jan 23, 2026 |
| Krilogy Financial LLC | History | Added to | 3,762 | 968 | 0.03% | 0.04% | 669 | +66 | 1.79% | Q4 2025 | Jan 27, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 3,830 | 968 | 0.01% | 0.01% | 668 | -24 | -0.62% | Q4 2025 | Jan 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 3,825 | 967 | 0.05% | 0.06% | 670 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 3,803 | 961 | 0.09% | 0.1% | 671 | -282 | -6.9% | Q4 2025 | Feb 04, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 3,766 | 952 | 0.35% | 0.39% | 672 | -236 | -5.9% | Q4 2025 | Feb 11, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 3,744 | 946 | 0.31% | 0.45% | 673 | -1,582 | -29.7% | Q4 2025 | Feb 12, 2026 |
| Shoker Investment Counsel, Inc. | History | Reduced | 3,738 | 945 | 0.28% | 0.31% | 674 | -521 | -12.23% | Q4 2025 | Feb 04, 2026 |
| Blue Chip Partners, LLC | History | Added to | 3,735 | 944 | 0.07% | 0.03% | 675 | +1,948 | 109.01% | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,711 | 938 | 0.02% | 0.02% | 676 | +260 | 7.53% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 3,673 | 928 | 0.01% | 0.01% | 677 | +86 | 2.4% | Q4 2025 | Feb 10, 2026 |
| Inscription Capital, LLC | History | Added to | 3,668 | 927 | 0.1% | 0.04% | 678 | +2,253 | 159.22% | Q4 2025 | Jan 29, 2026 |
| Ares Financial Consulting, LLC | History | New | 3,665 | 926 | 0.88% | — | 679 | +3,665 | New | Q4 2025 | Jan 30, 2026 |
| Embree Financial Group | History | Reduced | 3,645 | 921 | 0.11% | 0.13% | 680 | -419 | -10.31% | Q4 2025 | Jan 14, 2026 |
| Centerpoint Advisory Group | History | Added to | 3,642 | 921 | 0.71% | 0.64% | 681 | +295 | 8.81% | Q4 2025 | Feb 03, 2026 |
| Three Cord True Wealth Management, LLC | History | Reduced | 3,636 | 919 | 0.53% | 0.84% | 682 | -1,379 | -27.5% | Q4 2025 | Feb 05, 2026 |
| Dedeker Financial LLC | History | New | 3,614 | 914 | 0.82% | — | 683 | +3,614 | New | Q4 2025 | Mar 31, 2026 |
| American Money Management, LLC | History | New | 3,598 | 910 | 0.14% | — | 684 | +3,598 | New | Q4 2025 | Feb 10, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 3,569 | 902 | 0.3% | 0.22% | 685 | +1,096 | 44.32% | Q4 2025 | Feb 03, 2026 |
| FOCUSED ALPHA, LLC | History | New | 3,561 | 900 | 0.26% | — | 686 | +3,561 | New | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 3,528 | 892 | 0.04% | 0.04% | 687 | +259 | 7.92% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 3,510 | 887 | 0.0% | 0.0% | 688 | +1,958 | 126.16% | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 3,497 | 884 | 0.12% | — | 690 | +3,497 | New | Q4 2025 | Feb 09, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 3,496 | 884 | 0.01% | 0.01% | 689 | +1,410 | 67.59% | Q4 2025 | Feb 03, 2026 |
| Seros Financial, LLC | History | Added to | 3,495 | 883 | 0.52% | 0.16% | 691 | +2,395 | 217.73% | Q4 2025 | Feb 06, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 3,483 | 880 | 0.67% | — | 692 | +3,483 | New | Q4 2025 | Feb 11, 2026 |
| Blue Water Asset Management | History | New | 3,469 | 877 | 0.32% | — | 693 | +3,469 | New | Q4 2025 | Feb 05, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 3,444 | 871 | 0.04% | 0.04% | 694 | +395 | 12.96% | Q4 2025 | Feb 10, 2026 |
| Continuum Advisory, LLC | History | Added to | 3,434 | 868 | 0.09% | 0.08% | 695 | +226 | 7.04% | Q4 2025 | Feb 11, 2026 |
| Taylor Financial Group, Inc. | History | No change | 3,435 | 868 | 0.51% | 0.49% | 696 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Added to | 3,428 | 867 | 0.21% | 0.22% | 697 | +12 | 0.35% | Q4 2025 | Feb 17, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 3,382 | 855 | 0.27% | 0.23% | 698 | +593 | 21.26% | Q4 2025 | Jan 07, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 3,307 | 836 | 0.03% | 0.02% | 699 | +927 | 38.95% | Q4 2025 | Feb 17, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 3,265 | 825 | 0.15% | 0.16% | 700 | -14 | -0.43% | Q4 2025 | Feb 12, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 3,261 | 824 | 0.72% | 0.72% | 701 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 3,254 | 823 | 0.44% | 0.72% | 702 | -2,434 | -42.79% | Q4 2025 | Feb 05, 2026 |
| Revisor Wealth Management LLC | History | Added to | 3,228 | 820 | 0.22% | 0.13% | 703 | +1,679 | 108.39% | Q4 2025 | Jan 27, 2026 |
| Compass Advisory Group LLC | History | Added to | 3,215 | 813 | 0.22% | 0.22% | 704 | +4 | 0.12% | Q4 2025 | Jan 21, 2026 |
| Firestone Capital Management | History | Added to | 3,191 | 807 | 0.17% | 0.14% | 705 | +536 | 20.19% | Q4 2025 | Feb 09, 2026 |
| MSH Capital Advisors LLC | History | Added to | 3,173 | 802 | 0.17% | 0.19% | 706 | +346 | 12.24% | Q4 2025 | Feb 09, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 3,158 | 798 | 0.17% | 0.24% | 708 | -1,316 | -29.41% | Q4 2025 | Jan 22, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 3,159 | 798 | 0.44% | 0.63% | 707 | -279 | -8.12% | Q4 2025 | Feb 17, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 3,119 | 788 | 0.18% | 0.16% | 709 | +164 | 5.55% | Q4 2025 | Jan 28, 2026 |
| Abound Wealth Management | History | Reduced | 3,109 | 786 | 0.18% | 0.21% | 712 | -366 | -10.53% | Q4 2025 | Jan 12, 2026 |
| Orion Capital Management LLC | History | Added to | 3,108 | 786 | 0.26% | 0.25% | 711 | +151 | 5.11% | Q4 2025 | Feb 03, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 3,111 | 786 | 0.25% | 0.24% | 710 | +52 | 1.7% | Q4 2025 | Jan 30, 2026 |
| Wilian Securities, LLC | History | New | 3,104 | 785 | 0.85% | — | 713 | +3,104 | New | Q4 2025 | Feb 06, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 3,100 | 784 | 0.26% | 0.28% | 714 | +23 | 0.75% | Q4 2025 | Feb 12, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 3,103 | 784 | 0.24% | 0.24% | 715 | +8 | 0.26% | Q4 2025 | Jan 28, 2026 |
| Dakota Wealth Management | History | Added to | 3,098 | 783 | 0.01% | 0.01% | 716 | +489 | 18.74% | Q4 2025 | Jan 13, 2026 |
| FF Advisors,LLC | History | New | 3,086 | 780 | 0.35% | — | 717 | +3,086 | New | Q4 2025 | Feb 13, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 3,068 | 775 | 0.18% | 0.15% | 718 | +369 | 13.67% | Q4 2025 | Jan 16, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 3,044 | 769 | 0.22% | — | 719 | +3,044 | New | Q4 2025 | Mar 19, 2026 |
| STEPHENS INC /AR/ | History | Added to | 3,038 | 768 | 0.01% | 0.01% | 720 | +1,187 | 64.13% | Q4 2025 | Feb 05, 2026 |
| Advance Capital Management, Inc. | History | Added to | 3,034 | 767 | 0.03% | 0.03% | 721 | +39 | 1.3% | Q4 2025 | Jan 06, 2026 |
| Clearstead Trust, LLC | History | Reduced | 3,032 | 766 | 0.12% | 0.14% | 722 | -185 | -5.75% | Q4 2025 | Feb 09, 2026 |
| Alteri Wealth LLC | History | Added to | 3,023 | 764 | 0.25% | 0.23% | 723 | +263 | 9.53% | Q4 2025 | Feb 11, 2026 |
| Seneschal Advisors, LLC | History | Added to | 2,977 | 752 | 0.55% | 0.49% | 724 | +230 | 8.37% | Q4 2025 | Feb 13, 2026 |
| Arsenal Capital Advisors LLC | History | New | 2,973 | 751 | 0.53% | — | 725 | +2,973 | New | Q4 2025 | Feb 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 2,960 | 748 | 0.06% | 0.06% | 726 | +64 | 2.21% | Q4 2025 | Feb 12, 2026 |
| Braeburn Wealth Management LLC | History | New | 2,937 | 742 | 0.38% | — | 728 | +2,937 | New | Q4 2025 | Feb 18, 2026 |
| Reality Financial Planning Services, LLC | History | New | 2,934 | 742 | 0.71% | — | 727 | +2,934 | New | Q4 2025 | Feb 12, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 2,927 | 740 | 0.35% | 0.4% | 729 | -264 | -8.27% | Q4 2025 | Jan 29, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 2,904 | 734 | 0.01% | 0.01% | 730 | +19 | 0.66% | Q4 2025 | Jan 23, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | Reduced | 2,846 | 733 | 0.25% | 0.86% | 731 | -2,849 | -50.03% | Q4 2025 | Feb 05, 2026 |
| AGP FRANKLIN, LLC | History | Added to | 2,894 | 732 | 0.34% | 0.34% | 732 | +57 | 2.01% | Q4 2025 | Jan 28, 2026 |
| Seneca House Advisors | History | Added to | 2,892 | 731 | 0.27% | 0.29% | 733 | +3 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,802 | 730 | 0.01% | 0.01% | 734 | +1,556 | 124.88% | Q4 2025 | Jan 29, 2026 |
| Pitti Group Wealth Management, LLC | History | Reduced | 2,869 | 725 | 0.6% | 0.62% | 735 | -93 | -3.14% | Q4 2025 | Feb 13, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 2,821 | 713 | 0.53% | 0.48% | 736 | +325 | 13.02% | Q4 2025 | Feb 05, 2026 |
| Daviman Financial, LLC | History | New | 2,816 | 712 | 0.42% | — | 737 | +2,816 | New | Q4 2025 | Feb 06, 2026 |
| Founders Financial Alliance, LLC | History | New | 2,791 | 705 | 0.13% | — | 738 | +2,791 | New | Q4 2025 | Feb 12, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 2,784 | 704 | 0.4% | 0.4% | 739 | +226 | 8.84% | Q4 2025 | Feb 03, 2026 |
| XTX Topco Ltd | History | Reduced | 2,770 | 700 | 0.02% | 0.08% | 741 | -3,861 | -58.23% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 2,771 | 700 | 0.01% | 0.01% | 740 | +201 | 7.82% | Q4 2025 | Feb 02, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 2,766 | 699 | 0.16% | 0.99% | 742 | -208 | -6.99% | Q4 2025 | Feb 02, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 2,755 | 696 | 0.15% | 0.33% | 743 | -3,007 | -52.19% | Q4 2025 | Feb 04, 2026 |
| Avion Wealth | History | Added to | 2,736 | 692 | 0.15% | 0.07% | 744 | +1,370 | 100.29% | Q4 2025 | Jan 23, 2026 |
| DSG Capital Advisors, LLC | History | Reduced | 2,689 | 688 | 0.1% | 0.16% | 745 | -1,302 | -32.62% | Q4 2025 | Jan 27, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 2,695 | 681 | 0.04% | — | 746 | +2,695 | New | Q4 2025 | Feb 17, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 2,637 | 666 | 0.58% | 0.82% | 747 | -1,320 | -33.36% | Q4 2025 | Feb 13, 2026 |
| Columbia Asset Management | History | No change | 2,631 | 665 | 0.12% | 0.12% | 748 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 2,619 | 662 | 0.05% | 0.05% | 749 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,550 | 645 | 0.0% | 0.0% | 751 | +1,167 | 84.38% | Q4 2025 | Feb 17, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 2,553 | 645 | 0.05% | 0.04% | 750 | +20 | 0.79% | Q4 2025 | Jan 21, 2026 |
| BlackRock, Inc. | History | Reduced | 2,538 | 641 | 0.0% | 0.0% | 753 | -900 | -26.18% | Q4 2025 | Feb 12, 2026 |
| Northwest Financial Advisors | History | Reduced | 2,536 | 641 | 1.32% | 0.84% | 752 | -124 | -4.66% | Q4 2025 | Jan 26, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,534 | 640 | 0.0% | 0.0% | 754 | +42 | 1.69% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,523 | 638 | 0.0% | — | 755 | +2,523 | New | Q4 2025 | Feb 13, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 2,500 | 632 | 0.36% | 0.38% | 756 | -167 | -6.26% | Q4 2025 | Jan 14, 2026 |
| ENTREWEALTH, LLC | History | Added to | 2,497 | 626 | 0.28% | 0.28% | 757 | +273 | 12.28% | Q4 2025 | Feb 13, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 2,470 | 624 | 0.16% | 0.16% | 758 | +94 | 3.96% | Q4 2025 | Jan 20, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Reduced | 2,465 | 623 | 0.28% | 0.35% | 759 | -454 | -15.55% | Q4 2025 | Jan 12, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 2,418 | 621 | 0.06% | 0.04% | 760 | +968 | 66.76% | Q4 2025 | Jan 12, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 2,406 | 620 | 0.14% | 0.15% | 761 | -86 | -3.45% | Q4 2025 | Jan 14, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 2,449 | 619 | 0.3% | 0.58% | 762 | -1,835 | -42.83% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 2,445 | 618 | 0.01% | 0.01% | 763 | +254 | 11.59% | Q4 2025 | Jan 13, 2026 |
| DUTCH ASSET Corp | History | New | 2,413 | 610 | 0.47% | — | 766 | +2,413 | New | Q4 2025 | Mar 11, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 2,415 | 610 | 0.2% | 0.2% | 764 | +5 | 0.21% | Q4 2025 | Feb 13, 2026 |
| Boreal Capital Management LLC | History | No change | 2,415 | 610 | 0.46% | 0.48% | 765 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 2,380 | 605 | 0.01% | 0.01% | 767 | +1,000 | 72.46% | Q4 2025 | Jan 08, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 2,373 | 600 | 0.03% | 0.02% | 768 | +833 | 54.09% | Q4 2025 | Jan 12, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 2,364 | 597 | 0.59% | — | 769 | +2,364 | New | Q4 2025 | Feb 03, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 2,357 | 596 | 0.04% | 0.04% | 771 | +622 | 35.85% | Q4 2025 | Feb 02, 2026 |
| Obermeyer Wealth Partners | History | Added to | 2,357 | 596 | 0.03% | 0.02% | 770 | +489 | 26.18% | Q4 2025 | Jan 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 2,356 | 595 | 0.0% | 0.0% | 772 | +370 | 18.63% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,344 | 592 | 0.04% | 0.04% | 773 | -78 | -3.22% | Q4 2025 | Feb 20, 2026 |
| Planned Solutions, Inc. | History | Reduced | 2,332 | 589 | 0.19% | 0.21% | 774 | -151 | -6.08% | Q4 2025 | Jan 28, 2026 |
| SWMG, LLC | History | Reduced | 2,344 | 588 | 0.16% | 0.42% | 775 | -3,123 | -57.12% | Q4 2025 | Feb 10, 2026 |
| SHP Wealth Management | History | New | 2,317 | 586 | 0.05% | — | 776 | +2,317 | New | Q4 2025 | Mar 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 2,312 | 584 | 0.02% | 0.02% | 777 | +389 | 20.23% | Q4 2025 | Feb 09, 2026 |
| Mount Lucas Management LP | History | Reduced | 2,308 | 583 | 0.23% | 0.93% | 778 | -6,813 | -74.7% | Q4 2025 | Feb 05, 2026 |
| AlphaCentric Advisors LLC | History | New | 2,308 | 583 | 0.58% | — | 780 | +2,308 | New | Q4 2025 | Feb 12, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 2,307 | 583 | 0.03% | 0.06% | 779 | -1,920 | -45.42% | Q4 2025 | Jan 30, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 2,303 | 582 | 0.27% | 0.21% | 781 | +412 | 21.79% | Q4 2025 | Feb 09, 2026 |
| Archer Investment Corp | History | Added to | 2,292 | 579 | 0.13% | 0.13% | 782 | +44 | 1.96% | Q4 2025 | Jan 30, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | New | 2,286 | 578 | 0.1% | — | 783 | +2,286 | New | Q4 2025 | Jan 27, 2026 |
| Fiduciary Group, LLC | History | Added to | 2,248 | 568 | 0.05% | 0.04% | 784 | +415 | 22.64% | Q4 2025 | Feb 12, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 2,214 | 559 | 0.01% | 0.01% | 785 | -338 | -13.24% | Q4 2025 | Feb 13, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 2,188 | 553 | 0.32% | 0.2% | 786 | +869 | 65.88% | Q4 2025 | Jan 23, 2026 |
| RIA Advisory Group LLC | History | Added to | 2,160 | 546 | 0.13% | 0.11% | 787 | +446 | 26.02% | Q4 2025 | Feb 02, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,103 | 537 | 0.03% | 0.01% | 788 | +1,156 | 122.07% | Q4 2025 | Jan 21, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 2,122 | 536 | 0.06% | 0.06% | 789 | +62 | 3.01% | Q4 2025 | Jan 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 2,112 | 534 | 0.01% | 0.0% | 790 | +1,284 | 155.07% | Q4 2025 | Feb 03, 2026 |
| Breachway Investments LLC | History | New | 2,093 | 529 | 0.56% | — | 791 | +2,093 | New | Q4 2025 | Jan 27, 2026 |
| Orgel Wealth Management, LLC | History | New | 2,067 | 522 | 0.01% | — | 792 | +2,067 | New | Q4 2025 | Jan 07, 2026 |
| KWB Wealth | History | Added to | 2,062 | 521 | 0.05% | 0.05% | 794 | +101 | 5.15% | Q4 2025 | Jan 12, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 2,060 | 521 | 0.08% | 0.08% | 793 | +20 | 0.98% | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,052 | 518 | 0.03% | 0.03% | 795 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Added to | 2,043 | 516 | 0.13% | 0.07% | 796 | +923 | 82.41% | Q4 2025 | Feb 12, 2026 |
| MWA Asset Management | History | Reduced | 2,033 | 514 | 0.29% | 0.29% | 797 | -82 | -3.88% | Q4 2025 | Jan 29, 2026 |
| IPG Investment Advisors LLC | History | Added to | 2,019 | 510 | 0.09% | 0.07% | 798 | +343 | 20.47% | Q4 2025 | Feb 09, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 2,008 | 507 | 0.01% | 0.01% | 799 | -11 | -0.54% | Q4 2025 | Feb 10, 2026 |
| MOR Wealth Management, LLC | History | New | 1,998 | 505 | 0.23% | — | 801 | +1,998 | New | Q4 2025 | Jan 15, 2026 |