iSHARES TRUST - QUAL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 17,577,202 | 3,491,183 | 0.18% | 0.16% | 1 | +1,843,898 | 11.72% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 16,736,082 | 3,324,118 | 0.99% | 1.46% | 2 | -9,366,263 | -35.88% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 16,176,100 | 3,212,896 | 0.88% | 1.05% | 3 | -2,346,797 | -12.67% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 8,969,360 | 1,781,494 | 0.11% | 0.11% | 4 | -614,479 | -6.41% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,445,591 | 1,280,223 | 0.7% | 0.8% | 5 | -310,262 | -4.59% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,383,670 | 1,267,924 | 0.09% | 0.09% | 6 | -760,993 | -10.65% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,451,066 | 884,071 | 0.06% | 0.07% | 7 | -1,930,847 | -30.25% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,118,693 | 818,054 | 0.15% | 0.16% | 8 | -183,820 | -4.27% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,955,637 | 785,449 | 0.18% | 0.2% | 9 | -608,682 | -13.34% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 3,718,062 | 738,481 | 0.12% | 0.12% | 10 | -192,283 | -4.92% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | Reduced | 3,527,690 | 700,929 | 1.02% | 1.17% | 11 | -181,327 | -4.89% | Q4 2025 | Feb 11, 2026 |
| M&T BANK CORP | History | Reduced | 3,114,818 | 618,664 | 1.99% | 2.08% | 12 | -66,160 | -2.08% | Q4 2025 | Jan 30, 2026 |
| BlackRock, Inc. | History | Reduced | 3,105,459 | 616,806 | 0.01% | 0.01% | 13 | -1,234,739 | -28.45% | Q4 2025 | Feb 12, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 3,050,553 | 605,900 | 13.37% | 13.34% | 14 | +44,952 | 1.5% | Q4 2025 | Jan 07, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,888,100 | 589,952 | 10.44% | 10.58% | 15 | +259,414 | 9.87% | Q4 2025 | Jan 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,701,754 | 536,622 | 6.06% | 5.98% | 16 | -36,165 | -1.32% | Q4 2025 | Jan 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 2,660,811 | 528,490 | 1.89% | 1.96% | 17 | -208,071 | -7.25% | Q4 2025 | Jan 30, 2026 |
| Focus Partners Wealth | History | Added to | 2,386,956 | 474,097 | 0.54% | 0.67% | 18 | +240,881 | 11.22% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 2,245,928 | 446,086 | 1.21% | 1.9% | 19 | -1,001,622 | -30.84% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,988,066 | 394,869 | 0.25% | 0.29% | 20 | -263,124 | -11.69% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,969,479 | 391,177 | 0.12% | 0.13% | 21 | -71,096 | -3.48% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,850,669 | 367,579 | 0.9% | 1.29% | 22 | -643,912 | -25.81% | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,764,425 | 350,450 | 6.24% | 3.84% | 23 | +778,465 | 78.96% | Q4 2025 | Jan 16, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,727,463 | 343,109 | 0.06% | — | 24 | +1,727,463 | New | Q4 2025 | Feb 17, 2026 |
| Haverford Trust Co | History | Added to | 1,720,275 | 341,681 | 3.05% | 2.95% | 25 | +41,540 | 2.47% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,592,772 | 316,362 | 0.28% | 0.31% | 26 | -131,863 | -7.65% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,554,516 | 308,757 | 0.05% | 0.05% | 27 | -52,338 | -3.26% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,530,303 | 303,948 | 0.33% | 0.46% | 28 | -521,383 | -25.41% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,355,327 | 269,195 | 0.36% | 0.41% | 29 | -273,685 | -16.8% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,300,753 | 258,355 | 0.28% | 0.3% | 30 | -37,694 | -2.82% | Q4 2025 | Feb 06, 2026 |
| Wharton Business Group, LLC | History | Added to | 1,202,274 | 238,796 | 9.08% | 0.13% | 31 | +770 | 0.06% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,369,378 | 221,097 | 0.34% | 0.37% | 32 | +239,680 | 21.22% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,108,964 | 220,262 | 0.03% | 0.01% | 33 | +888,773 | 403.64% | Q4 2025 | Mar 25, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,093,491 | 217,189 | 0.76% | 1.37% | 34 | -811,925 | -42.61% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 1,085,153 | 215,533 | 1.83% | 3.01% | 35 | -898,596 | -45.3% | Q4 2025 | Jan 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,076,830 | 213,880 | 2.76% | 2.74% | 36 | +32,284 | 3.09% | Q4 2025 | Feb 09, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 1,023,787 | 203,344 | 8.84% | 9.02% | 37 | -20,975 | -2.01% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 867,313 | 172,449 | 0.25% | 0.3% | 38 | -269,087 | -23.68% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 846,687 | 168,169 | 0.39% | 0.62% | 39 | -503,204 | -37.28% | Q4 2025 | Feb 11, 2026 |
| SCS Capital Management LLC | History | Reduced | 837,390 | 166,322 | 1.76% | 2.64% | 40 | -406,733 | -32.69% | Q4 2025 | Feb 10, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 818,786 | 162,627 | 3.98% | 4.6% | 41 | -62,160 | -7.06% | Q4 2025 | Feb 09, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 785,766 | 156,068 | 0.03% | 0.04% | 42 | -452,337 | -36.53% | Q4 2025 | Feb 10, 2026 |
| SNS Financial Group, LLC | History | Reduced | 758,836 | 150,720 | 12.98% | 13.17% | 43 | -19,790 | -2.54% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 727,584 | 144,512 | 0.6% | 0.49% | 44 | +177,291 | 32.22% | Q4 2025 | Feb 13, 2026 |
| Foster Group, Inc. | History | Added to | 719,725 | 142,951 | 4.32% | 4.28% | 45 | +19,030 | 2.72% | Q4 2025 | Jan 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 714,153 | 141,844 | 0.51% | 0.96% | 46 | -376,794 | -34.54% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 687,099 | 136,472 | 0.16% | 0.14% | 47 | +135,216 | 24.5% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 664,367 | 131,960 | 0.18% | 0.2% | 48 | +16,759 | 2.59% | Q4 2025 | Mar 09, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 650,190 | 129,140 | 1.27% | 2.07% | 49 | -384,243 | -37.15% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Reduced | 609,636 | 121,090 | 0.63% | 0.79% | 50 | -25,944 | -4.08% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 599,698 | 119,112 | 0.73% | 0.73% | 51 | +14,985 | 2.56% | Q4 2025 | Jan 29, 2026 |
| Modern Wealth Management, LLC | History | Added to | 580,779 | 115,354 | 2.1% | 1.97% | 52 | +69,615 | 13.62% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 580,624 | 115,323 | 0.69% | 0.72% | 53 | +61,286 | 11.8% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 567,790 | 112,774 | 0.62% | 0.88% | 54 | -329,556 | -36.73% | Q4 2025 | Jan 29, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 561,990 | 111,622 | 5.92% | 6.49% | 55 | -20,584 | -3.53% | Q4 2025 | Jan 23, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 548,575 | 108,957 | 4.98% | 5.05% | 56 | -5,552 | -1.0% | Q4 2025 | Jan 29, 2026 |
| Savant Capital, LLC | History | Reduced | 548,003 | 108,844 | 0.62% | 0.66% | 57 | -8,567 | -1.54% | Q4 2025 | Feb 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 536,023 | 106,464 | 1.4% | 2.34% | 58 | -291,725 | -35.24% | Q4 2025 | Feb 10, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 534,840 | 106,229 | 6.43% | 6.94% | 59 | -31,229 | -5.52% | Q4 2025 | Jan 07, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 524,607 | 104,197 | 1.24% | 1.66% | 60 | -429,119 | -44.99% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 508,907 | 101,079 | 0.27% | 0.31% | 61 | -80,626 | -13.68% | Q4 2025 | Feb 05, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 507,751 | 100,849 | 11.79% | 12.02% | 62 | +2,581 | 0.51% | Q4 2025 | Jan 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 488,614 | 97,048 | 0.79% | 0.78% | 63 | +7,959 | 1.66% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 483,014 | 95,936 | 1.17% | 1.13% | 64 | +20,481 | 4.43% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 465,944 | 92,545 | 0.74% | 1.25% | 65 | -231,559 | -33.2% | Q4 2025 | Jan 26, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 463,270 | 92,014 | 4.33% | 4.6% | 66 | +22,847 | 5.19% | Q4 2025 | Jan 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 458,517 | 91,070 | 0.62% | 0.67% | 67 | -12,236 | -2.6% | Q4 2025 | Feb 17, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 452,605 | 89,896 | 3.76% | 5.27% | 68 | -172,135 | -27.55% | Q4 2025 | Feb 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 427,145 | 84,839 | 1.09% | 1.11% | 69 | -1,046 | -0.24% | Q4 2025 | Feb 05, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 420,537 | 83,526 | 1.93% | 1.94% | 70 | +3,163 | 0.76% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | Reduced | 409,551 | 81,344 | 1.17% | 1.26% | 71 | -22,483 | -5.2% | Q4 2025 | Feb 02, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 408,800 | 81,195 | 0.11% | 0.56% | 72 | -1,523,000 | -78.84% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 403,748 | 80,192 | 0.15% | 0.16% | 73 | -3,185 | -0.78% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 400,404 | 79,528 | 0.37% | 0.44% | 74 | -64,166 | -13.81% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 396,165 | 78,686 | 0.14% | 0.11% | 75 | +105,066 | 36.09% | Q4 2025 | Mar 16, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 390,162 | 77,493 | 1.82% | 1.81% | 76 | +4,794 | 1.24% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 384,909 | 76,450 | 0.96% | 0.99% | 77 | -4,082 | -1.05% | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 375,852 | 74,651 | 0.31% | 0.32% | 78 | -1,488 | -0.39% | Q4 2025 | Feb 17, 2026 |
| Unison Advisors LLC | History | Added to | 373,248 | 74,134 | 6.48% | 6.55% | 79 | +4,418 | 1.2% | Q4 2025 | Jan 21, 2026 |
| Valence8 US LP | History | Reduced | 363,103 | 72,119 | 21.37% | 26.58% | 80 | -35,622 | -8.93% | Q4 2025 | Feb 09, 2026 |
| JB Capital LLC | History | Reduced | 359,243 | 71,352 | 2.91% | 5.77% | 81 | -328,462 | -47.76% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 357,323 | 70,971 | 0.04% | 0.04% | 82 | +28,105 | 8.54% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 344,822 | 69,967 | 0.09% | 0.1% | 83 | +1,028 | 0.3% | Q4 2025 | Jan 08, 2026 |
| SACHEM HILL LLC | History | Added to | 347,402 | 69,001 | 13.41% | 13.37% | 84 | +3,811 | 1.11% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 324,486 | 64,449 | 0.37% | 0.59% | 85 | -152,707 | -32.0% | Q4 2025 | Jan 26, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 320,084 | 63,575 | 3.86% | 2.03% | 86 | +158,143 | 97.65% | Q4 2025 | Jan 29, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 317,375 | 63,037 | 0.15% | 0.18% | 87 | -60,097 | -15.92% | Q4 2025 | Feb 11, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 316,479 | 62,859 | 0.95% | 1.09% | 88 | -38,476 | -10.84% | Q4 2025 | Jan 22, 2026 |
| LANDAAS & CO /WI /ADV | History | Reduced | 311,714 | 61,913 | 13.62% | 14.58% | 89 | -18,103 | -5.49% | Q4 2025 | Jan 21, 2026 |
| Horizon Investments, LLC | History | Reduced | 303,700 | 60,320 | 0.76% | 0.79% | 90 | -6,303 | -2.03% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 288,830 | 57,367 | 0.31% | 0.36% | 91 | -30,184 | -9.46% | Q4 2025 | Feb 12, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 286,783 | 56,960 | 5.71% | 5.51% | 92 | +14,516 | 5.33% | Q4 2025 | Feb 13, 2026 |
| Baron Wealth Management LLC | History | Added to | 284,589 | 56,525 | 17.42% | 18.28% | 93 | +550 | 0.19% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 281,667 | 55,944 | 3.85% | 4.11% | 94 | +240 | 0.09% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | Reduced | 279,559 | 55,526 | 0.07% | 0.09% | 95 | -92,453 | -24.85% | Q4 2025 | Jan 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 263,128 | 52,552 | 0.09% | 0.17% | 96 | -191,239 | -42.09% | Q4 2025 | Feb 05, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 263,654 | 52,366 | 2.36% | 2.06% | 97 | +49,140 | 22.91% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 261,259 | 51,891 | 0.9% | 0.93% | 98 | -8,162 | -3.03% | Q4 2025 | Jan 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 251,788 | 50,010 | 0.02% | 0.02% | 99 | -17,834 | -6.61% | Q4 2025 | Feb 17, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 245,049 | 48,671 | 0.24% | 0.23% | 100 | -1,300 | -0.53% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 243,321 | 48,328 | 0.08% | 0.08% | 101 | -23,286 | -8.73% | Q4 2025 | Feb 13, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Reduced | 239,991 | 47,666 | 14.08% | 14.51% | 102 | -4,657 | -1.9% | Q4 2025 | Feb 04, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 237,787 | 47,229 | 3.84% | 3.85% | 103 | +27,866 | 13.27% | Q4 2025 | Feb 04, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 230,233 | 45,728 | 3.08% | 3.08% | 104 | +7,195 | 3.23% | Q4 2025 | Jan 13, 2026 |
| Aspen Wealth Management LLC | History | Added to | 228,882 | 45,460 | 9.55% | 9.63% | 105 | +5,878 | 2.64% | Q4 2025 | Jan 05, 2026 |
| UMB Bank, n.a. | History | Reduced | 225,611 | 44,810 | 0.6% | 1.36% | 106 | -248,477 | -52.41% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 218,528 | 43,407 | 1.05% | 1.05% | 107 | +5,711 | 2.68% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 217,142 | 43,128 | 0.2% | — | 108 | +217,142 | New | Q4 2025 | Feb 17, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Reduced | 212,601 | 42,226 | 1.01% | 1.06% | 109 | -16,310 | -7.13% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 212,601 | 42,226 | 0.87% | 0.9% | 110 | -16,310 | -7.13% | Q4 2025 | Feb 10, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 210,213 | 41,752 | 3.52% | 3.48% | 111 | +519 | 0.25% | Q4 2025 | Jan 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 209,540 | 41,618 | 0.93% | 0.2% | 112 | +179,715 | 602.56% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 208,567 | 41,425 | 0.44% | 0.61% | 113 | -228 | -0.11% | Q4 2025 | Jan 23, 2026 |
| Wealth Group Ltd | History | Added to | 203,892 | 40,496 | 9.06% | 8.86% | 114 | +6,952 | 3.53% | Q4 2025 | Jan 12, 2026 |
| TD Capital Management LLC | History | Reduced | 198,756 | 39,476 | 3.5% | 3.52% | 115 | -2,040 | -1.02% | Q4 2025 | Feb 26, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 195,868 | 38,903 | 4.94% | 6.58% | 116 | -67,403 | -25.6% | Q4 2025 | Jan 13, 2026 |
| SlateStone Wealth, LLC | History | Added to | 194,888 | 38,709 | 3.24% | 3.16% | 117 | +7,155 | 3.81% | Q4 2025 | Feb 11, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 192,948 | 38,323 | 2.46% | 2.54% | 118 | +197 | 0.1% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 183,788 | 36,504 | 0.28% | — | 119 | +183,788 | New | Q4 2025 | Feb 18, 2026 |
| CFO4Life Group, LLC | History | Reduced | 176,230 | 35,002 | 4.99% | 5.04% | 120 | -2,117 | -1.19% | Q4 2025 | Feb 06, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 176,184 | 34,993 | 2.6% | 4.73% | 121 | -144,680 | -45.09% | Q4 2025 | Jan 20, 2026 |
| Sowell Financial Services LLC | History | Added to | 172,371 | 34,236 | 1.26% | 1.24% | 122 | +6,802 | 4.11% | Q4 2025 | Jan 21, 2026 |
| Atria Investments, Inc | History | Reduced | 170,637 | 33,891 | 0.39% | 0.64% | 123 | -117,026 | -40.68% | Q4 2025 | Feb 05, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 169,196 | 33,605 | 3.83% | 6.81% | 124 | -118,868 | -41.26% | Q4 2025 | Feb 10, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 169,104 | 33,587 | 4.51% | 5.01% | 125 | +8,692 | 5.42% | Q4 2025 | Feb 17, 2026 |
| MA Private Wealth | History | Added to | 169,087 | 33,584 | 5.6% | 5.45% | 126 | +2,338 | 1.4% | Q4 2025 | Feb 03, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 169,032 | 33,573 | 0.01% | 0.01% | 127 | -196 | -0.12% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 168,053 | 33,379 | 3.76% | 3.63% | 128 | +2,833 | 1.71% | Q4 2025 | Jan 21, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 167,910 | 33,350 | 0.33% | 1.51% | 129 | -414,185 | -71.15% | Q4 2025 | Feb 10, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 165,682 | 32,907 | 5.56% | 7.68% | 130 | -58,113 | -25.97% | Q4 2025 | Feb 17, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 165,510 | 32,873 | 5.98% | 0.5% | 131 | +5,541 | 3.46% | Q4 2025 | Mar 04, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 164,914 | 32,755 | 5.5% | 5.4% | 132 | +1,886 | 1.16% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Reduced | 163,901 | 32,554 | 0.6% | 0.6% | 133 | -4,458 | -2.65% | Q4 2025 | Feb 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 163,415 | 32,457 | 1.21% | 0.05% | 134 | +159,451 | 4022.48% | Q4 2025 | Feb 04, 2026 |
| Family Manage LLC | History | Added to | 162,280 | 32,232 | 4.07% | 4.03% | 135 | +11,665 | 7.74% | Q4 2025 | Feb 17, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 160,623 | 31,902 | 2.88% | 3.15% | 136 | -3,710 | -2.26% | Q4 2025 | Jan 12, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 159,433 | 31,666 | 8.28% | 11.16% | 137 | -53,984 | -25.3% | Q4 2025 | Jan 27, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 159,213 | 31,622 | 1.52% | 1.66% | 138 | -12,622 | -7.35% | Q4 2025 | Feb 04, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 159,312 | 31,621 | 4.08% | 4.28% | 139 | +3,188 | 2.04% | Q4 2025 | Feb 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 158,521 | 31,485 | 0.76% | 1.27% | 140 | -109,318 | -40.81% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 157,959 | 31,373 | 0.04% | 0.07% | 141 | -105,462 | -40.04% | Q4 2025 | Feb 02, 2026 |
| Symmetry Partners, LLC | History | Added to | 155,158 | 30,817 | 1.82% | 3.24% | 142 | +2,288 | 1.5% | Q4 2025 | Jan 27, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 153,283 | 30,445 | 2.27% | 2.35% | 143 | -2,832 | -1.81% | Q4 2025 | Jan 16, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 153,029 | 30,394 | 0.47% | 0.54% | 144 | +1,483 | 0.98% | Q4 2025 | Feb 17, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 151,174 | 30,026 | 4.06% | 4.22% | 145 | +3,120 | 2.11% | Q4 2025 | Jan 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 149,836 | 29,760 | 0.21% | 0.21% | 146 | +306 | 0.2% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 149,224 | 29,638 | 0.34% | 0.39% | 147 | -21,908 | -12.8% | Q4 2025 | Jan 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 147,690 | 29,334 | 1.34% | 1.2% | 148 | +16,506 | 12.58% | Q4 2025 | Feb 13, 2026 |
| Boulder Wealth Advisors, LLC | History | Added to | 146,896 | 29,176 | 12.33% | 13.16% | 149 | +1,376 | 0.95% | Q4 2025 | Feb 05, 2026 |
| CGC Financial Services, LLC | History | Reduced | 146,660 | 29,129 | 7.79% | 8.02% | 150 | -2,959 | -1.98% | Q4 2025 | Feb 03, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 143,952 | 28,591 | 1.75% | 1.79% | 151 | -2,176 | -1.49% | Q4 2025 | Feb 06, 2026 |
| CHOREO, LLC | History | Reduced | 142,332 | 28,480 | 0.36% | 0.39% | 152 | -11,052 | -7.21% | Q4 2025 | Jan 23, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 142,742 | 28,351 | 1.89% | 3.0% | 153 | -84,520 | -37.19% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 139,931 | 27,793 | 1.64% | 1.58% | 154 | -46,087 | -24.78% | Q4 2025 | Jan 30, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | New | 139,351 | 27,673 | 18.95% | — | 155 | +139,351 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 136,107 | 27,033 | 0.31% | 0.19% | 156 | +67,797 | 99.25% | Q4 2025 | Feb 03, 2026 |
| RVW Wealth, LLC | History | Reduced | 134,645 | 26,743 | 2.04% | 2.07% | 157 | -1,514 | -1.11% | Q4 2025 | Jan 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 133,663 | 26,548 | 1.59% | 2.51% | 158 | -89,190 | -40.02% | Q4 2025 | Jan 20, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 132,788 | 26,374 | 8.11% | 8.14% | 159 | -2,099 | -1.56% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 132,152 | 26,247 | 0.47% | 0.72% | 160 | -50,193 | -27.53% | Q4 2025 | Jan 16, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 128,870 | 25,596 | 4.73% | 4.63% | 161 | -2,938 | -2.23% | Q4 2025 | Jan 27, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 126,715 | 25,168 | 2.12% | 1.83% | 162 | -433 | -0.34% | Q4 2025 | Jan 27, 2026 |
| Aventus Investment Advisors, Inc. | History | Added to | 125,793 | 24,985 | 20.25% | 20.27% | 163 | +3,568 | 2.92% | Q4 2025 | Jan 14, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 125,359 | 24,898 | 1.2% | 1.18% | 164 | +4,042 | 3.33% | Q4 2025 | Feb 10, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 125,154 | 24,858 | 2.3% | 3.45% | 165 | -61,086 | -32.8% | Q4 2025 | Feb 10, 2026 |
| Client First Capital LLC | History | Added to | 124,359 | 24,700 | 10.41% | 10.64% | 166 | +1,592 | 1.3% | Q4 2025 | Jan 26, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 122,770 | 24,384 | 8.45% | 8.96% | 167 | -2,906 | -2.31% | Q4 2025 | Jan 27, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 121,624 | 24,156 | 2.21% | 2.25% | 168 | -2,831 | -2.27% | Q4 2025 | Jan 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 121,611 | 24,154 | 0.59% | 0.67% | 169 | -12,057 | -9.02% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Reduced | 121,563 | 24,144 | 0.1% | 0.1% | 170 | -9,183 | -7.02% | Q4 2025 | Jan 29, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 121,376 | 24,107 | 0.1% | 0.11% | 171 | -5,131 | -4.06% | Q4 2025 | Feb 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 120,607 | 23,955 | 2.62% | 2.42% | 172 | +11,438 | 10.48% | Q4 2025 | Feb 18, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 119,770 | 23,788 | 3.94% | 3.6% | 173 | -360 | -0.3% | Q4 2025 | Feb 11, 2026 |
| Ascent Group, LLC | History | Reduced | 115,100 | 22,861 | 0.78% | 1.59% | 174 | -116,153 | -50.23% | Q4 2025 | Jan 20, 2026 |
| Annandale Capital, LLC | History | Added to | 114,253 | 22,693 | 2.69% | 1.07% | 175 | +81,869 | 252.81% | Q4 2025 | Feb 12, 2026 |
| Legacy Edge Advisors, LLC | History | New | 113,890 | 22,620 | 2.48% | — | 176 | +113,890 | New | Q4 2025 | Feb 02, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 113,548 | 22,558 | 3.4% | 5.6% | 177 | -75,116 | -39.81% | Q4 2025 | Jan 27, 2026 |
| Lido Advisors, LLC | History | Added to | 115,409 | 22,452 | 0.07% | 0.07% | 178 | +1,071 | 0.94% | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 111,127 | 22,072 | 0.25% | 0.26% | 179 | +31,932 | 40.32% | Q4 2025 | Jan 29, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 110,775 | 22,002 | 3.03% | 3.03% | 180 | -2,324 | -2.05% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 109,923 | 21,833 | 0.76% | 0.76% | 181 | +17 | 0.02% | Q4 2025 | Jan 12, 2026 |
| 360 Financial, Inc. | History | Added to | 109,748 | 21,798 | 6.59% | 6.25% | 182 | +9,914 | 9.93% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 109,670 | 21,782 | 0.16% | 0.21% | 183 | -30,101 | -21.54% | Q4 2025 | Feb 12, 2026 |
| Skyline Advisors, Inc. | History | Added to | 109,374 | 21,723 | 7.25% | 7.23% | 184 | +1,529 | 1.42% | Q4 2025 | Jan 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 108,994 | 21,648 | 0.33% | 0.28% | 185 | +21,410 | 24.45% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 108,535 | 21,557 | 0.12% | 0.12% | 186 | +3,013 | 2.86% | Q4 2025 | Feb 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 108,164 | 21,483 | 0.27% | 0.34% | 187 | -24,464 | -18.45% | Q4 2025 | Jan 29, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 107,177 | 21,287 | 2.94% | 2.92% | 188 | +2,738 | 2.62% | Q4 2025 | Jan 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 106,924 | 21,237 | 0.11% | 0.13% | 189 | -13,435 | -11.16% | Q4 2025 | Jan 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 106,624 | 21,177 | 0.43% | 0.55% | 190 | -15,443 | -12.65% | Q4 2025 | Feb 03, 2026 |
| Keystone Financial Services | History | Reduced | 106,219 | 21,097 | 6.37% | 7.9% | 191 | -24,898 | -18.99% | Q4 2025 | Feb 12, 2026 |
| Financial Partners Group, Inc | History | Added to | 104,050 | 21,061 | 2.44% | 2.34% | 192 | +7,572 | 7.85% | Q4 2025 | Feb 03, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 105,426 | 20,939 | 3.16% | 3.21% | 193 | +929 | 0.89% | Q4 2025 | Jan 13, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 104,802 | 20,815 | 0.68% | 1.1% | 194 | -64,502 | -38.1% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 104,563 | 20,768 | 0.09% | — | 195 | +104,563 | New | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Added to | 104,217 | 20,699 | 0.01% | 0.02% | 196 | +1,742 | 1.7% | Q4 2025 | Feb 17, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 103,985 | 20,653 | 0.54% | 0.07% | 197 | +91,346 | 722.73% | Q4 2025 | Feb 13, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 103,800 | 20,616 | 2.91% | 2.98% | 198 | +2,865 | 2.84% | Q4 2025 | Feb 13, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 102,795 | 20,417 | 1.5% | 1.66% | 199 | -11,803 | -10.3% | Q4 2025 | Feb 06, 2026 |
| Weaver Consulting Group | History | Reduced | 100,104 | 19,882 | 4.86% | 5.01% | 200 | -1,156 | -1.14% | Q4 2025 | Feb 10, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 99,680 | 19,798 | 0.25% | 0.25% | 201 | -1,102 | -1.09% | Q4 2025 | Feb 05, 2026 |
| Brookstone Capital Management | History | Reduced | 98,912 | 19,645 | 0.22% | 0.32% | 202 | -40,572 | -29.09% | Q4 2025 | Jan 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 95,993 | 19,066 | 1.39% | 2.21% | 203 | -55,127 | -36.48% | Q4 2025 | Feb 10, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 95,210 | 18,910 | 2.17% | 2.18% | 204 | -84 | -0.09% | Q4 2025 | Jan 02, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 94,908 | 18,850 | 2.3% | 3.42% | 205 | -45,280 | -32.3% | Q4 2025 | Feb 02, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 94,379 | 18,745 | 6.9% | 6.94% | 206 | -767 | -0.81% | Q4 2025 | Jan 15, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 91,876 | 18,248 | 1.9% | 1.96% | 207 | -2,329 | -2.47% | Q4 2025 | Feb 05, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 91,759 | 18,225 | 0.09% | 0.08% | 208 | +164 | 0.18% | Q4 2025 | Feb 09, 2026 |
| Keebeck Wealth Management | History | Reduced | 90,974 | 18,069 | 2.09% | 2.3% | 209 | -9,225 | -9.21% | Q4 2025 | Feb 17, 2026 |
| INTRUST BANK NA | History | Added to | 90,290 | 17,933 | 1.49% | 1.46% | 210 | +309 | 0.34% | Q4 2025 | Feb 06, 2026 |
| Well Done, LLC | History | Reduced | 89,858 | 17,847 | 2.67% | 3.03% | 211 | -1,595 | -1.74% | Q4 2025 | Jan 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 88,606 | 17,598 | 0.05% | 0.02% | 212 | +53,606 | 153.16% | Q4 2025 | Jan 26, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 87,164 | 17,312 | 0.14% | 0.09% | 213 | +435 | 0.5% | Q4 2025 | Feb 13, 2026 |
| Apeiron RIA LLC | History | Reduced | 85,215 | 17,287 | 3.51% | 4.12% | 214 | -9,539 | -10.07% | Q4 2025 | Feb 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 86,337 | 17,148 | 0.38% | 0.52% | 215 | -16,950 | -16.41% | Q4 2025 | Feb 06, 2026 |
| Waverly Advisors, LLC | History | Reduced | 85,726 | 17,026 | 0.14% | 0.2% | 216 | -19,287 | -18.37% | Q4 2025 | Feb 17, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 85,243 | 16,930 | 3.21% | 6.06% | 217 | -74,553 | -46.66% | Q4 2025 | Feb 12, 2026 |
| J. Mark Nickell & Co. | History | New | 84,969 | 16,876 | 15.58% | — | 218 | +84,969 | New | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 84,822 | 16,847 | 0.61% | 1.28% | 219 | -55,363 | -39.49% | Q4 2025 | Feb 09, 2026 |
| KWB Wealth | History | Reduced | 84,694 | 16,821 | 1.59% | 2.99% | 220 | -63,462 | -42.83% | Q4 2025 | Jan 12, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 84,573 | 16,797 | 3.25% | 3.58% | 221 | -1,857 | -2.15% | Q4 2025 | Feb 13, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 84,530 | 16,789 | 3.6% | 1.91% | 222 | +55,595 | 192.14% | Q4 2025 | Feb 12, 2026 |
| Detalus Advisors, LLC | History | Reduced | 84,523 | 16,787 | 4.09% | 5.97% | 223 | -34,053 | -28.72% | Q4 2025 | Feb 03, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 84,248 | 16,733 | 2.6% | 4.98% | 224 | -67,593 | -44.52% | Q4 2025 | Jan 21, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 82,994 | 16,484 | 1.99% | 2.55% | 225 | -21,629 | -20.67% | Q4 2025 | Jan 13, 2026 |
| Elevated Financial Group LLC | History | New | 82,669 | 16,419 | 5.68% | — | 226 | +82,669 | New | Q4 2025 | Jan 29, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 82,653 | 16,416 | 8.69% | 10.23% | 227 | -138 | -0.17% | Q4 2025 | Feb 10, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 82,549 | 16,395 | 2.59% | 2.61% | 228 | +329 | 0.4% | Q4 2025 | Feb 24, 2026 |
| Community Financial Services Group, LLC | History | Reduced | 82,184 | 16,323 | 3.0% | 2.97% | 229 | -1,112 | -1.33% | Q4 2025 | Jan 15, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 81,149 | 16,117 | 3.68% | 3.39% | 230 | +1,242 | 1.55% | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | Reduced | 79,802 | 15,850 | 0.31% | 0.37% | 231 | -6,817 | -7.87% | Q4 2025 | Jan 21, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 79,775 | 15,844 | 0.41% | 0.52% | 232 | -476 | -0.59% | Q4 2025 | Feb 17, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 79,693 | 15,828 | 2.19% | 3.79% | 233 | -39,449 | -33.11% | Q4 2025 | Jan 14, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 77,663 | 15,425 | 6.57% | 6.54% | 234 | -321 | -0.41% | Q4 2025 | Jan 15, 2026 |
| Lutz Financial Services LLC | History | Added to | 77,301 | 15,353 | 1.04% | 1.03% | 235 | +4,154 | 5.68% | Q4 2025 | Feb 06, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 77,200 | 15,333 | 0.47% | 0.32% | 236 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 76,928 | 15,279 | 0.27% | 0.33% | 237 | +1,015 | 1.34% | Q4 2025 | Feb 06, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 76,764 | 15,246 | 1.03% | 0.93% | 238 | +10,234 | 15.38% | Q4 2025 | Feb 09, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 225,748 | 15,194 | 0.28% | 1.58% | 239 | -338,658 | -60.0% | Q4 2025 | Jan 07, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 75,729 | 15,041 | 3.75% | 3.68% | 240 | +2,243 | 3.05% | Q4 2025 | Jan 02, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 75,413 | 14,978 | 2.08% | 3.69% | 241 | -57,889 | -43.43% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 73,599 | 14,618 | 0.01% | 0.0% | 242 | +18,733 | 34.14% | Q4 2025 | Feb 12, 2026 |
| High Falls Advisors, Inc | History | Reduced | 73,422 | 14,583 | 2.95% | 5.37% | 243 | -60,660 | -45.24% | Q4 2025 | Feb 18, 2026 |
| IFG Advisory, LLC | History | Added to | 72,840 | 14,467 | 0.63% | 0.6% | 244 | +5,122 | 7.56% | Q4 2025 | Feb 10, 2026 |
| Sovran Advisors, LLC | History | Reduced | 70,956 | 14,438 | 1.23% | 1.51% | 245 | -15,849 | -18.26% | Q4 2025 | Jan 20, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 70,607 | 14,367 | 3.22% | 3.82% | 246 | -9,121 | -11.44% | Q4 2025 | Jan 14, 2026 |
| Caprock Group, LLC | History | Added to | 71,070 | 14,116 | 0.3% | 0.33% | 247 | +821 | 1.17% | Q4 2025 | Jan 28, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 70,738 | 14,049 | 2.69% | 2.67% | 248 | +1,249 | 1.8% | Q4 2025 | Jan 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 70,480 | 13,998 | 0.53% | 0.49% | 249 | +4,903 | 7.48% | Q4 2025 | Feb 17, 2026 |
| Wealth Quarterback LLC | History | Added to | 70,390 | 13,980 | 5.03% | 5.17% | 250 | +1,718 | 2.5% | Q4 2025 | Jan 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 69,858 | 13,875 | 0.17% | 0.1% | 251 | +25,746 | 58.37% | Q4 2025 | Feb 11, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 69,416 | 13,787 | 0.36% | 0.4% | 252 | -5,253 | -7.04% | Q4 2025 | Feb 17, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 68,752 | 13,655 | 3.83% | 3.9% | 253 | +856 | 1.26% | Q4 2025 | Feb 12, 2026 |
| EWA, LLC | History | Reduced | 68,318 | 13,569 | 3.31% | 6.55% | 254 | -53,379 | -43.86% | Q4 2025 | Feb 03, 2026 |
| Stonebrook Private Inc. | History | Reduced | 68,301 | 13,565 | 2.84% | 4.54% | 255 | -39,736 | -36.78% | Q4 2025 | Feb 11, 2026 |
| CGN Advisors LLC | History | Reduced | 67,462 | 13,399 | 1.06% | 1.17% | 256 | -5,927 | -8.08% | Q4 2025 | Jan 05, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 66,528 | 13,213 | 2.5% | 2.57% | 257 | -1,331 | -1.96% | Q4 2025 | Feb 04, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 66,256 | 13,159 | 1.88% | 2.02% | 258 | -8,724 | -11.64% | Q4 2025 | Jan 23, 2026 |
| Kelly Financial Services LLC | History | Reduced | 65,709 | 13,051 | 3.27% | 5.95% | 259 | -52,490 | -44.41% | Q4 2025 | Jan 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 65,370 | 12,983 | 0.03% | 0.03% | 260 | +16,521 | 33.82% | Q4 2025 | Feb 17, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 65,318 | 12,973 | 0.38% | 0.38% | 261 | -2,772 | -4.07% | Q4 2025 | Feb 03, 2026 |
| World Investment Advisors | History | Added to | 64,632 | 12,837 | 0.21% | 0.11% | 262 | +37,211 | 135.7% | Q4 2025 | Mar 12, 2026 |
| Trek Financial, LLC | History | Reduced | 64,545 | 12,819 | 0.74% | 1.17% | 263 | -36,173 | -35.92% | Q4 2025 | Feb 04, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 64,103 | 12,732 | 1.17% | 1.23% | 264 | -3,858 | -5.68% | Q4 2025 | Feb 03, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 63,695 | 12,651 | 0.02% | 0.04% | 265 | -49,770 | -43.86% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | Reduced | 63,020 | 12,517 | 0.22% | 1.1% | 266 | -255,965 | -80.24% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | New | 61,717 | 12,258 | 0.36% | — | 267 | +61,717 | New | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 61,339 | 12,183 | 0.24% | 0.25% | 268 | -220 | -0.36% | Q4 2025 | Jan 14, 2026 |
| Elevation Capital Advisory, LLC | History | New | 61,058 | 12,127 | 4.95% | — | 269 | +61,058 | New | Q4 2025 | Jan 26, 2026 |
| Csenge Advisory Group | History | Reduced | 60,675 | 12,051 | 0.55% | 0.69% | 270 | -13,377 | -18.06% | Q4 2025 | Feb 06, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 60,442 | 12,004 | 1.89% | 6.61% | 271 | -151,544 | -71.49% | Q4 2025 | Feb 11, 2026 |
| Moment Partners, LLC | History | Reduced | 60,390 | 11,994 | 2.47% | 2.71% | 272 | -18,451 | -23.4% | Q4 2025 | Feb 10, 2026 |
| Trilogy Capital Inc. | History | Reduced | 60,147 | 11,946 | 0.53% | 0.58% | 273 | -3,863 | -6.03% | Q4 2025 | Jan 22, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 60,077 | 11,932 | 3.6% | 6.0% | 274 | -41,441 | -40.82% | Q4 2025 | Jan 12, 2026 |
| PAX Financial Group, LLC | History | Reduced | 59,865 | 11,890 | 2.05% | 3.81% | 275 | -48,932 | -44.98% | Q4 2025 | Feb 05, 2026 |
| 5T Wealth, LLC | History | Reduced | 59,037 | 11,725 | 4.68% | 5.46% | 276 | -5,362 | -8.33% | Q4 2025 | Jan 27, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 58,710 | 11,660 | 5.59% | 9.17% | 277 | -39,047 | -39.94% | Q4 2025 | Jan 29, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 58,480 | 11,615 | 2.45% | 2.53% | 278 | -651 | -1.1% | Q4 2025 | Jan 29, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 58,405 | 11,600 | 1.14% | 2.05% | 279 | -44,278 | -43.12% | Q4 2025 | Feb 13, 2026 |
| Balentine LLC | History | Reduced | 58,303 | 11,580 | 0.44% | 0.48% | 280 | -8,184 | -12.31% | Q4 2025 | Feb 02, 2026 |
| Kilter Group LLC | History | Reduced | 58,117 | 11,543 | 5.09% | 7.25% | 281 | -20,919 | -26.47% | Q4 2025 | Feb 13, 2026 |
| GSG Advisors LLC | History | Reduced | 57,848 | 11,489 | 2.97% | 3.02% | 282 | -483 | -0.83% | Q4 2025 | Jan 08, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 57,535 | 11,427 | 7.18% | 6.78% | 283 | +864 | 1.52% | Q4 2025 | Feb 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 57,506 | 11,421 | 0.22% | 0.28% | 284 | +18,509 | 47.46% | Q4 2025 | Feb 11, 2026 |
| ERn Financial, LLC | History | Added to | 56,958 | 11,313 | 2.13% | 2.17% | 285 | +408 | 0.72% | Q4 2025 | Jan 15, 2026 |
| Montecito Bank & Trust | History | Reduced | 56,779 | 11,277 | 1.8% | 1.76% | 286 | -1,400 | -2.41% | Q4 2025 | Jan 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 56,575 | 11,236 | 0.01% | 0.0% | 287 | +17,999 | 46.66% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 56,427 | 11,207 | 0.01% | 0.01% | 288 | +12,030 | 27.1% | Q4 2025 | Feb 17, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 56,280 | 11,178 | 0.29% | 0.29% | 289 | -4,643 | -7.62% | Q4 2025 | Jan 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 56,138 | 11,150 | 0.06% | 0.06% | 290 | +4,605 | 8.94% | Q4 2025 | Feb 11, 2026 |
| Emissary Wealth LLC | History | New | 56,117 | 11,145 | 9.36% | — | 291 | +56,117 | New | Q4 2025 | Jan 27, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 55,593 | 11,041 | 3.66% | 5.65% | 292 | -29,856 | -34.94% | Q4 2025 | Jan 22, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 55,417 | 11,002 | 0.13% | 0.14% | 293 | -501 | -0.9% | Q4 2025 | Feb 10, 2026 |
| Jacobi Capital Management LLC | History | Added to | 55,200 | 10,963 | 0.64% | 0.65% | 294 | +455 | 0.83% | Q4 2025 | Feb 13, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 55,039 | 10,931 | 1.01% | 0.98% | 295 | +1,776 | 3.33% | Q4 2025 | Jan 23, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 54,699 | 10,864 | 0.08% | 0.09% | 296 | +1,048 | 1.95% | Q4 2025 | Jan 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 54,672 | 10,858 | 0.57% | 0.56% | 297 | +498 | 0.92% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 54,425 | 10,809 | 0.76% | 0.83% | 298 | +676 | 1.26% | Q4 2025 | Jan 21, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 54,342 | 10,798 | 0.85% | 0.84% | 299 | +1,818 | 3.46% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 54,287 | 10,782 | 0.02% | 0.03% | 300 | -21,157 | -28.04% | Q4 2025 | Jan 23, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 54,070 | 10,739 | 2.74% | 4.49% | 301 | -34,587 | -39.01% | Q4 2025 | Jan 07, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 53,207 | 10,568 | 3.47% | 3.93% | 302 | -6,459 | -10.83% | Q4 2025 | Jan 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 53,089 | 10,544 | 0.0% | 0.0% | 303 | +36,013 | 210.9% | Q4 2025 | Feb 17, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 53,046 | 10,535 | 1.37% | 1.35% | 304 | +2,045 | 4.01% | Q4 2025 | Feb 05, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 52,856 | 10,498 | 1.36% | 1.43% | 305 | -4,381 | -7.65% | Q4 2025 | Jan 22, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 52,776 | 10,482 | 0.39% | 0.39% | 306 | -1,092 | -2.03% | Q4 2025 | Feb 04, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 52,225 | 10,372 | 2.18% | 1.74% | 307 | +17,897 | 52.14% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 52,011 | 10,330 | 0.29% | 0.31% | 308 | -3,477 | -6.27% | Q4 2025 | Jan 30, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 51,926 | 10,313 | 0.29% | 0.81% | 309 | -14,267 | -21.55% | Q4 2025 | Feb 10, 2026 |
| Blue Edge Capital, LLC | History | Added to | 51,807 | 10,289 | 1.38% | 1.37% | 310 | +2,063 | 4.15% | Q4 2025 | Feb 12, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 52,113 | 10,229 | 1.06% | 1.12% | 311 | -571 | -1.08% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 51,357 | 10,200 | 0.01% | 0.01% | 312 | -62 | -0.12% | Q4 2025 | Feb 13, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 51,350 | 10,199 | 2.85% | 3.14% | 313 | -2,331 | -4.34% | Q4 2025 | Jan 28, 2026 |
| VestGen Advisors, LLC | History | Reduced | 50,178 | 9,966 | 0.42% | 0.59% | 314 | -40,605 | -44.73% | Q4 2025 | Feb 17, 2026 |
| Guided Capital Wealth Management, LLC | History | Added to | 50,041 | 9,939 | 6.97% | 8.21% | 315 | +787 | 1.6% | Q4 2025 | Jan 15, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 49,937 | 9,918 | 4.5% | 4.68% | 316 | -74 | -0.15% | Q4 2025 | Jan 16, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 49,030 | 9,891 | 9.65% | — | 317 | +49,030 | New | Q4 2025 | Feb 17, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 49,493 | 9,830 | 3.86% | 4.01% | 318 | -1,838 | -3.58% | Q4 2025 | Feb 04, 2026 |
| MRA Advisory Group | History | Added to | 49,137 | 9,759 | 4.1% | 4.02% | 319 | +1,695 | 3.57% | Q4 2025 | Jan 16, 2026 |
| Geneva Partners, LLC | History | Reduced | 49,133 | 9,758 | 3.47% | 3.53% | 320 | -537 | -1.08% | Q4 2025 | Feb 03, 2026 |
| SOL Capital Management CO | History | Reduced | 49,117 | 9,756 | 0.88% | 0.88% | 321 | -1,190 | -2.37% | Q4 2025 | Jan 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 49,114 | 9,755 | 0.01% | 0.01% | 322 | +2,764 | 5.96% | Q4 2025 | Feb 17, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 48,789 | 9,690 | 3.58% | 3.81% | 323 | -1,862 | -3.68% | Q4 2025 | Jan 13, 2026 |
| Claro Advisors Inc. | History | Reduced | 48,587 | 9,650 | 1.31% | 1.94% | 324 | -19,762 | -28.91% | Q4 2025 | Feb 17, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 48,551 | 9,643 | 0.46% | 0.29% | 325 | +27,341 | 128.91% | Q4 2025 | Feb 12, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 48,467 | 9,626 | 2.6% | 2.52% | 326 | +4,714 | 10.77% | Q4 2025 | Feb 09, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 48,455 | 9,624 | 2.97% | 2.92% | 327 | +1,763 | 3.78% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Added to | 48,322 | 9,597 | 0.06% | 0.04% | 328 | +13,641 | 39.33% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 48,053 | 9,544 | 0.13% | 0.12% | 329 | +15,276 | 46.61% | Q4 2025 | Feb 06, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 48,052 | 9,544 | 5.93% | 5.94% | 330 | -989 | -2.02% | Q4 2025 | Jan 20, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 47,784 | 9,490 | 0.57% | 0.92% | 331 | -24,725 | -34.1% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 46,919 | 9,319 | 0.0% | 0.0% | 332 | +423 | 0.91% | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 46,738 | 9,283 | 0.08% | 0.09% | 333 | -1,406 | -2.92% | Q4 2025 | Feb 18, 2026 |
| RFG Advisory, LLC | History | Reduced | 46,283 | 9,192 | 0.17% | 0.22% | 334 | -9,091 | -16.42% | Q4 2025 | Feb 03, 2026 |
| M1 Capital Management LLC | History | Reduced | 46,219 | 9,180 | 3.83% | 4.13% | 335 | -3,011 | -6.12% | Q4 2025 | Feb 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 46,205 | 9,177 | 0.54% | 0.6% | 336 | -11,192 | -19.5% | Q4 2025 | Feb 04, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 45,840 | 9,104 | 2.48% | 2.46% | 337 | -1,403 | -2.97% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 45,786 | 9,093 | 0.19% | 0.2% | 338 | -1,630 | -3.44% | Q4 2025 | Feb 02, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 44,583 | 9,073 | 0.42% | 1.3% | 339 | -70,742 | -61.34% | Q4 2025 | Feb 03, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 45,154 | 8,968 | 2.96% | 2.96% | 340 | +302 | 0.67% | Q4 2025 | Feb 19, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 44,906 | 8,919 | 0.99% | 0.91% | 341 | +2,862 | 6.81% | Q4 2025 | Feb 03, 2026 |
| Legacy Financial Group LLC | History | Reduced | 44,225 | 8,916 | 1.1% | 2.13% | 342 | -39,484 | -47.17% | Q4 2025 | Feb 05, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 44,861 | 8,910 | 3.14% | 2.84% | 343 | +3,394 | 8.18% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Reduced | 44,829 | 8,903 | 0.3% | 0.34% | 344 | -5,906 | -11.64% | Q4 2025 | Jan 14, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 44,288 | 8,796 | 2.64% | 4.56% | 345 | -29,976 | -40.36% | Q4 2025 | Jan 23, 2026 |
| SWMG, LLC | History | Reduced | 42,980 | 8,752 | 2.43% | 4.85% | 346 | -38,878 | -47.49% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 43,574 | 8,654 | 0.3% | 0.34% | 347 | -4,800 | -9.92% | Q4 2025 | Jan 13, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 43,448 | 8,629 | 6.32% | 6.38% | 348 | +313 | 0.73% | Q4 2025 | Jan 23, 2026 |
| BOS Asset Management, LLC | History | Added to | 43,075 | 8,555 | 2.29% | 2.29% | 349 | +1,281 | 3.07% | Q4 2025 | Jan 09, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 43,060 | 8,552 | 0.61% | 0.87% | 350 | -17,487 | -28.88% | Q4 2025 | Feb 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 43,034 | 8,547 | 0.09% | 0.24% | 351 | -67,256 | -60.98% | Q4 2025 | Feb 12, 2026 |
| Green Ridge Wealth Planning LLC | History | New | 42,626 | 8,466 | 4.33% | — | 352 | +42,626 | New | Q4 2025 | Mar 11, 2026 |
| Maia Wealth LLC | History | Reduced | 41,345 | 8,299 | 1.42% | 2.28% | 353 | -27,727 | -40.14% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | Reduced | 41,695 | 8,281 | 1.24% | 2.41% | 354 | -36,423 | -46.63% | Q4 2025 | Feb 04, 2026 |
| Rothschild Wealth LLC | History | Reduced | 41,585 | 8,259 | 0.79% | 3.89% | 355 | -50,203 | -54.69% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 45,412 | 8,250 | 0.2% | 0.18% | 356 | -3,161 | -6.51% | Q4 2025 | Feb 11, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 41,059 | 8,155 | 4.29% | — | 357 | +41,059 | New | Q4 2025 | Feb 27, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 41,680 | 8,106 | 1.18% | 1.28% | 358 | -2,690 | -6.06% | Q4 2025 | Jan 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 40,707 | 8,085 | 0.0% | 0.0% | 359 | -73,746 | -64.43% | Q4 2025 | Feb 17, 2026 |
| Security Financial Services, INC. | History | Reduced | 40,211 | 7,986 | 1.25% | 4.15% | 360 | -91,746 | -69.53% | Q4 2025 | Jan 27, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 39,692 | 7,883 | 2.0% | 1.67% | 361 | +6,464 | 19.45% | Q4 2025 | Feb 12, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 39,218 | 7,789 | 5.86% | 5.73% | 362 | +67 | 0.17% | Q4 2025 | Jan 23, 2026 |
| PFG Advisors | History | Reduced | 38,975 | 7,741 | 0.38% | 0.51% | 363 | -25,272 | -39.34% | Q4 2025 | Jan 27, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 38,944 | 7,735 | 2.42% | 2.4% | 364 | +1,651 | 4.43% | Q4 2025 | Jan 12, 2026 |
| Performa Ltd (US), LLC | History | Reduced | 38,883 | 7,722 | 1.96% | 2.03% | 365 | -507 | -1.29% | Q4 2025 | Feb 10, 2026 |
| Nuveen, LLC | History | No change | 42,462 | 7,693 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 38,409 | 7,628 | 0.52% | 0.51% | 367 | +2,644 | 7.39% | Q4 2025 | Feb 11, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 37,899 | 7,527 | 2.7% | 4.63% | 368 | -26,500 | -41.15% | Q4 2025 | Feb 10, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 37,378 | 7,424 | 0.0% | 0.0% | 369 | +2,778 | 8.03% | Q4 2025 | Mar 20, 2026 |
| Summit Financial, LLC | History | Added to | 37,296 | 7,407 | 0.11% | 0.11% | 370 | +1,171 | 3.24% | Q4 2025 | Feb 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 37,227 | 7,394 | 0.46% | 0.47% | 371 | +336 | 0.91% | Q4 2025 | Feb 17, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 37,222 | 7,393 | 0.14% | 0.16% | 372 | -2,133 | -5.42% | Q4 2025 | Jan 26, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 36,703 | 7,290 | 0.77% | 0.79% | 373 | +107 | 0.29% | Q4 2025 | Feb 13, 2026 |
| WIN ADVISORS, INC | History | New | 36,544 | 7,258 | 3.08% | — | 374 | +36,544 | New | Q4 2025 | Feb 04, 2026 |
| Invst, LLC | History | Reduced | 36,512 | 7,251 | 0.79% | 1.71% | 375 | -40,779 | -52.76% | Q4 2025 | Feb 11, 2026 |
| Capital Advantage, Inc. | History | Added to | 36,446 | 7,238 | 0.98% | 1.02% | 376 | +1,575 | 4.52% | Q4 2025 | Jan 07, 2026 |
| Capital Analysts, LLC | History | Reduced | 36,002 | 7,151 | 0.22% | 0.39% | 377 | -33,582 | -48.26% | Q4 2025 | Feb 11, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 35,541 | 7,087 | 0.95% | 1.18% | 378 | -14,057 | -28.34% | Q4 2025 | Feb 11, 2026 |
| WealthShield Partners, LLC | History | Reduced | 35,656 | 7,082 | 0.78% | 1.34% | 379 | -25,240 | -41.45% | Q4 2025 | Feb 03, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 35,699 | 7,043 | 3.21% | 3.82% | 380 | -6,076 | -14.54% | Q4 2025 | Jan 22, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 35,336 | 7,018 | 2.48% | 2.26% | 381 | +3,721 | 11.77% | Q4 2025 | Jan 27, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Reduced | 34,834 | 6,918 | 1.45% | 1.51% | 382 | -1,239 | -3.43% | Q4 2025 | Jan 21, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 34,559 | 6,864 | 2.28% | 6.22% | 383 | -55,369 | -61.57% | Q4 2025 | Jan 27, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 34,416 | 6,835 | 0.28% | 0.29% | 384 | -576 | -1.65% | Q4 2025 | Feb 09, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 34,337 | 6,820 | 2.25% | 2.19% | 385 | +2,057 | 6.37% | Q4 2025 | Feb 17, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 34,307 | 6,814 | 4.4% | 3.86% | 386 | -2,375 | -6.47% | Q4 2025 | Feb 09, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 34,298 | 6,812 | 1.23% | 1.16% | 387 | +1,218 | 3.68% | Q4 2025 | Jan 16, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 34,190 | 6,790 | 2.97% | 0.13% | 388 | +32,648 | 2117.25% | Q4 2025 | Jan 15, 2026 |
| TruWealth Advisors, LLC | History | Added to | 33,510 | 6,655 | 0.33% | 0.31% | 389 | +2,099 | 6.68% | Q4 2025 | Jan 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 33,358 | 6,625 | 0.09% | 0.13% | 390 | -10,888 | -24.61% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 33,345 | 6,623 | 0.1% | 0.11% | 391 | -579 | -1.71% | Q4 2025 | Jan 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 33,242 | 6,602 | 0.11% | 0.11% | 392 | +188 | 0.57% | Q4 2025 | Jan 28, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 32,531 | 6,461 | 2.52% | 2.69% | 393 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 32,527 | 6,460 | 0.47% | 0.47% | 394 | -270 | -0.82% | Q4 2025 | Feb 10, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 32,469 | 6,449 | 1.41% | 1.7% | 395 | -5,809 | -15.18% | Q4 2025 | Jan 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 32,446 | 6,444 | 0.05% | 0.05% | 396 | -768 | -2.31% | Q4 2025 | Feb 18, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 32,369 | 6,429 | 1.68% | 3.24% | 397 | -29,251 | -47.47% | Q4 2025 | Feb 02, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 32,070 | 6,369 | 2.62% | 4.42% | 399 | -21,835 | -40.51% | Q4 2025 | Jan 12, 2026 |
| ALLSTATE CORP | History | Reduced | 32,067 | 6,369 | 0.09% | 0.17% | 398 | -6,288 | -16.39% | Q4 2025 | Feb 09, 2026 |
| West Wealth Group, LLC | History | Added to | 32,065 | 6,368 | 1.32% | 1.32% | 400 | +1,827 | 6.04% | Q4 2025 | Jan 26, 2026 |
| Hoese & Co LLP | History | Reduced | 32,042 | 6,364 | 4.54% | 6.44% | 401 | -11,311 | -26.09% | Q4 2025 | Jan 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 31,630 | 6,282 | 0.29% | 0.11% | 402 | +25,832 | 445.53% | Q4 2025 | Feb 17, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 31,607 | 6,277 | 0.46% | 0.49% | 403 | -430 | -1.34% | Q4 2025 | Feb 09, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 31,339 | 6,224 | 0.39% | 0.51% | 404 | -4,676 | -12.98% | Q4 2025 | Feb 11, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 29,937 | 6,098 | 2.05% | 3.1% | 405 | -14,969 | -33.33% | Q4 2025 | Feb 10, 2026 |
| Bison Wealth, LLC | History | New | 31,769 | 6,096 | 0.69% | — | 406 | +31,769 | New | Q4 2025 | Mar 24, 2026 |
| Paller Financial Services Inc | History | New | 30,287 | 6,015 | 4.82% | — | 407 | +30,287 | New | Q4 2025 | Jan 15, 2026 |
| Trust Co | History | Reduced | 30,221 | 6,002 | 0.56% | 0.62% | 408 | -697 | -2.25% | Q4 2025 | Jan 15, 2026 |
| Shum Financial Group, Inc. | History | Added to | 30,096 | 5,977 | 4.31% | 4.28% | 409 | +619 | 2.1% | Q4 2025 | Jan 15, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 29,826 | 5,924 | 2.67% | 2.59% | 410 | +1,450 | 5.11% | Q4 2025 | Feb 02, 2026 |
| Avant Capital LLC | History | Reduced | 29,825 | 5,923 | 4.07% | 4.14% | 411 | -429 | -1.42% | Q4 2025 | Feb 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 29,789 | 5,916 | 0.22% | 0.23% | 412 | +73 | 0.25% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Reduced | 29,629 | 5,884 | 0.17% | 0.2% | 413 | -1,438 | -4.63% | Q4 2025 | Feb 19, 2026 |
| Sheridan Capital Management, LLC | History | Reduced | 29,592 | 5,877 | 2.98% | 3.05% | 414 | -85 | -0.29% | Q4 2025 | Jan 23, 2026 |
| Inscription Capital, LLC | History | Added to | 29,420 | 5,843 | 0.6% | 0.62% | 415 | +9 | 0.03% | Q4 2025 | Jan 29, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 29,279 | 5,815 | 1.42% | 1.33% | 416 | +4,611 | 18.69% | Q4 2025 | Jan 29, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 29,235 | 5,806 | 0.17% | 0.28% | 417 | -17,238 | -37.09% | Q4 2025 | Jan 16, 2026 |
| KM Capital Management Ltd. | History | Reduced | 29,119 | 5,783 | 2.95% | 2.78% | 418 | -1,756 | -5.69% | Q4 2025 | Feb 17, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 28,971 | 5,754 | 3.59% | 2.17% | 419 | +14,671 | 102.59% | Q4 2025 | Jan 14, 2026 |
| American Money Management, LLC | History | Added to | 28,839 | 5,728 | 0.9% | 0.89% | 420 | +1,464 | 5.35% | Q4 2025 | Feb 10, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 28,793 | 5,718 | 0.94% | 1.75% | 421 | -20,381 | -41.45% | Q4 2025 | Jan 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 28,609 | 5,682 | 0.02% | 0.01% | 422 | +2,418 | 9.23% | Q4 2025 | Feb 17, 2026 |
| BEACON FINANCIAL GROUP | History | New | 28,025 | 5,566 | 0.55% | — | 423 | +28,025 | New | Q4 2025 | Apr 01, 2026 |
| Apollon Financial, LLC | History | Reduced | 27,826 | 5,526 | 0.8% | 0.9% | 424 | -122 | -0.44% | Q4 2025 | Jan 22, 2026 |
| Breakwater Capital Group | History | Added to | 27,811 | 5,523 | 0.77% | 0.79% | 425 | +132 | 0.48% | Q4 2025 | Jan 09, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 27,636 | 5,489 | 2.05% | 3.09% | 426 | -12,654 | -31.41% | Q4 2025 | Jan 08, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 27,612 | 5,484 | 3.4% | 3.95% | 427 | -5,108 | -15.61% | Q4 2025 | Jan 12, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 27,124 | 5,478 | 0.71% | 0.73% | 428 | -426 | -1.55% | Q4 2025 | Jan 23, 2026 |
| Ehrenkranz Partners L.P. | History | No change | 27,490 | 5,460 | 6.19% | 4.69% | 429 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 27,404 | 5,442 | 0.65% | 0.93% | 430 | -10,008 | -26.75% | Q4 2025 | Jan 26, 2026 |
| Savvy Advisors, Inc. | History | Added to | 27,381 | 5,438 | 0.18% | 0.22% | 431 | +2,684 | 10.87% | Q4 2025 | Jan 20, 2026 |
| Keystone Financial Group | History | Added to | 27,352 | 5,432 | 0.4% | 0.3% | 432 | +7,078 | 34.91% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 27,330 | 5,428 | 0.11% | 0.15% | 433 | -7,095 | -20.61% | Q4 2025 | Feb 09, 2026 |
| Peak Wealth Management LLC | History | New | 27,268 | 5,415 | 4.53% | — | 434 | +27,268 | New | Q4 2025 | Feb 04, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 26,421 | 5,371 | 0.17% | 0.24% | 435 | -10,559 | -28.55% | Q4 2025 | Jan 23, 2026 |
| Hobbs Wealth Management, LLC | History | Reduced | 26,967 | 5,356 | 5.21% | 9.69% | 436 | -32,411 | -54.58% | Q4 2025 | Jan 29, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 26,208 | 5,309 | 2.72% | 2.86% | 437 | +8 | 0.03% | Q4 2025 | Jan 29, 2026 |
| EP Wealth Advisors, LLC | History | New | 26,701 | 5,303 | 0.03% | — | 438 | +26,701 | New | Q4 2025 | Feb 18, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 26,680 | 5,299 | 0.01% | 0.01% | 439 | -61 | -0.23% | Q4 2025 | Feb 10, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 26,643 | 5,291 | 0.86% | 1.05% | 440 | -4,384 | -14.13% | Q4 2025 | Feb 11, 2026 |
| Tempo Wealth, LLC | History | New | 26,537 | 5,270 | 0.94% | — | 441 | +26,537 | New | Q4 2025 | Feb 25, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 26,456 | 5,254 | 2.7% | 4.61% | 442 | -15,572 | -37.05% | Q4 2025 | Feb 10, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 26,274 | 5,218 | 1.5% | 2.77% | 443 | -19,796 | -42.97% | Q4 2025 | Feb 11, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 26,135 | 5,190 | 3.2% | 4.63% | 444 | -11,664 | -30.86% | Q4 2025 | Jan 14, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 25,915 | 5,147 | 4.05% | — | 445 | +25,915 | New | Q4 2025 | Feb 10, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 25,825 | 5,129 | 1.36% | 2.71% | 446 | -21,085 | -44.95% | Q4 2025 | Jan 12, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 25,754 | 5,115 | 0.09% | 0.41% | 447 | -128,373 | -83.29% | Q4 2025 | Feb 17, 2026 |
| Bedminster, LLC | History | New | 25,716 | 5,107 | 4.69% | — | 448 | +25,716 | New | Q4 2025 | Feb 05, 2026 |
| Red Tortoise LLC | History | Added to | 25,674 | 5,099 | 2.16% | 2.16% | 449 | +61 | 0.24% | Q4 2025 | Jan 22, 2026 |
| Stillwater Wealth Management Group | History | Added to | 25,664 | 5,097 | 3.46% | 3.4% | 450 | +681 | 2.73% | Q4 2025 | Jan 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 25,582 | 5,081 | 0.07% | 0.02% | 451 | +17,932 | 234.41% | Q4 2025 | Feb 02, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 24,903 | 5,073 | 2.05% | 2.96% | 452 | -10,933 | -30.51% | Q4 2025 | Feb 11, 2026 |
| Fortis Capital Management LLC | History | Added to | 25,500 | 5,064 | 0.67% | 0.67% | 453 | +839 | 3.4% | Q4 2025 | Feb 13, 2026 |
| Mosley Wealth Management | History | New | 25,733 | 5,061 | 2.32% | — | 454 | +25,733 | New | Q4 2025 | Feb 12, 2026 |
| Custos Family Office, LLC | History | Reduced | 25,471 | 5,059 | 3.45% | 3.72% | 456 | -8,403 | -24.81% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Reduced | 25,474 | 5,059 | 0.23% | 0.29% | 455 | -2,631 | -9.36% | Q4 2025 | Feb 05, 2026 |
| Lantz Financial LLC | History | Reduced | 25,408 | 5,046 | 1.06% | 1.56% | 457 | -10,916 | -30.05% | Q4 2025 | Jan 14, 2026 |
| AlTi Global, Inc. | History | Added to | 25,388 | 5,042 | 0.11% | 0.09% | 458 | +4,976 | 24.38% | Q4 2025 | Feb 13, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 25,335 | 5,032 | 2.52% | 2.73% | 459 | -160 | -0.63% | Q4 2025 | Jan 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 25,281 | 5,021 | 0.36% | 0.11% | 461 | +17,369 | 219.53% | Q4 2025 | Feb 12, 2026 |
| WARNER FINANCIAL, INC | History | Reduced | 25,280 | 5,021 | 1.74% | 1.91% | 460 | -1,081 | -4.1% | Q4 2025 | Jan 21, 2026 |
| Tacita Capital Inc | History | Reduced | 25,258 | 5,016 | 2.91% | 2.98% | 462 | -77 | -0.3% | Q4 2025 | Feb 11, 2026 |
| KPP Advisory Services LLC | History | Reduced | 25,030 | 4,971 | 0.72% | 0.8% | 463 | -2,926 | -10.47% | Q4 2025 | Feb 02, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 24,965 | 4,958 | 2.4% | 2.78% | 464 | -552 | -2.16% | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 24,908 | 4,947 | 0.17% | 0.17% | 465 | -115 | -0.46% | Q4 2025 | Feb 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 24,217 | 4,941 | 1.44% | 2.64% | 466 | -15,466 | -38.97% | Q4 2025 | Feb 10, 2026 |
| Daviman Financial, LLC | History | New | 24,830 | 4,931 | 2.89% | — | 467 | +24,830 | New | Q4 2025 | Feb 06, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 24,708 | 4,907 | 4.83% | — | 468 | +24,708 | New | Q4 2025 | Jan 26, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 24,646 | 4,895 | 0.18% | 0.28% | 469 | -12,979 | -34.5% | Q4 2025 | Feb 02, 2026 |
| Gambit Capital Management, LLC | History | New | 24,592 | 4,884 | 3.49% | — | 470 | +24,592 | New | Q4 2025 | Feb 06, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 24,543 | 4,874 | 2.45% | 5.15% | 471 | -27,400 | -52.75% | Q4 2025 | Jan 16, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 24,514 | 4,868 | 0.71% | 0.77% | 472 | -1,590 | -6.09% | Q4 2025 | Feb 04, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 24,486 | 4,863 | 1.56% | 2.68% | 473 | -16,366 | -40.06% | Q4 2025 | Feb 13, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 24,365 | 4,839 | 1.72% | 1.73% | 474 | -350 | -1.42% | Q4 2025 | Jan 23, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 24,150 | 4,796 | 1.51% | 0.79% | 475 | +7,260 | 42.98% | Q4 2025 | Feb 02, 2026 |
| Stanich Group LLC | History | Reduced | 23,976 | 4,762 | 3.59% | 2.91% | 476 | -417 | -1.71% | Q4 2025 | Jan 23, 2026 |
| Aries Wealth Management | History | Reduced | 23,966 | 4,760 | 1.05% | 1.12% | 477 | -290 | -1.2% | Q4 2025 | Jan 30, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 23,956 | 4,758 | 3.14% | 3.07% | 478 | +524 | 2.24% | Q4 2025 | Feb 17, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 23,814 | 4,729 | 4.04% | — | 479 | +23,814 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 23,506 | 4,668 | 0.22% | 0.2% | 480 | +292 | 1.26% | Q4 2025 | Jan 21, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 23,483 | 4,664 | 0.2% | 0.21% | 481 | -329 | -1.38% | Q4 2025 | Jan 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 23,257 | 4,653 | 0.31% | 0.21% | 482 | +8,565 | 58.3% | Q4 2025 | Jan 15, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 23,269 | 4,621 | 0.25% | 0.28% | 483 | -435 | -1.84% | Q4 2025 | Feb 02, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 23,264 | 4,620 | 0.06% | 0.06% | 484 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 23,115 | 4,591 | 4.05% | — | 485 | +23,115 | New | Q4 2025 | Jan 23, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 23,024 | 4,573 | 1.14% | 1.12% | 486 | +744 | 3.34% | Q4 2025 | Feb 13, 2026 |
| ORG Partners LLC | History | Added to | 23,022 | 4,572 | 0.8% | 0.66% | 487 | +4,778 | 26.19% | Q4 2025 | Jan 14, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 22,354 | 4,554 | 3.96% | — | 488 | +22,354 | New | Q4 2025 | Feb 11, 2026 |
| Triumph Capital Management | History | Added to | 22,636 | 4,495 | 0.97% | 1.18% | 489 | +102 | 0.45% | Q4 2025 | Feb 12, 2026 |
| Sherman Wealth Management LLC | History | New | 22,466 | 4,462 | 3.88% | — | 490 | +22,466 | New | Q4 2025 | Jan 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 22,370 | 4,443 | 0.23% | 0.24% | 491 | -61 | -0.27% | Q4 2025 | Feb 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 22,363 | 4,441 | 0.36% | 0.47% | 492 | -5,391 | -19.42% | Q4 2025 | Feb 12, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 22,350 | 4,439 | 2.14% | 2.22% | 493 | +346 | 1.57% | Q4 2025 | Jan 22, 2026 |
| True Vision MN LLC | History | Reduced | 22,184 | 4,406 | 2.24% | 4.12% | 494 | -18,486 | -45.45% | Q4 2025 | Jan 14, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 22,135 | 4,396 | 0.49% | 0.51% | 495 | -2,116 | -8.73% | Q4 2025 | Feb 17, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 22,108 | 4,390 | 2.35% | 3.54% | 496 | -10,922 | -33.07% | Q4 2025 | Feb 24, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 21,123 | 4,310 | 2.29% | 2.29% | 497 | -5,929 | -21.92% | Q4 2025 | Jan 13, 2026 |
| TME FINANCIAL, INC. | History | Added to | 21,689 | 4,307 | 3.03% | 3.02% | 498 | +953 | 4.6% | Q4 2025 | Jan 27, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 21,044 | 4,256 | 0.97% | 1.56% | 499 | -9,222 | -30.47% | Q4 2025 | Feb 24, 2026 |
| Davis Wealth Advisors, LLC | History | New | 21,412 | 4,252 | 3.54% | — | 500 | +21,412 | New | Q4 2025 | Feb 17, 2026 |
| Avestar Capital, LLC | History | Reduced | 21,378 | 4,246 | 0.28% | 0.29% | 501 | -1,120 | -4.98% | Q4 2025 | Feb 10, 2026 |
| Banco Santander, S.A. | History | New | 21,031 | 4,177 | 0.03% | — | 502 | +21,031 | New | Q4 2025 | Feb 13, 2026 |
| Kastel Capital Advisors, LLC | History | New | 20,912 | 4,153 | 2.55% | — | 503 | +20,912 | New | Q4 2025 | Feb 18, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 20,797 | 4,130 | 0.1% | 0.1% | 504 | -231 | -1.1% | Q4 2025 | Jan 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 20,741 | 4,119 | 0.07% | 0.08% | 505 | +460 | 2.27% | Q4 2025 | Feb 19, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 20,696 | 4,110 | 0.48% | 0.17% | 506 | +15,558 | 302.8% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 20,611 | 4,093 | 0.03% | 0.02% | 507 | +2,415 | 13.27% | Q4 2025 | Jan 28, 2026 |
| Embree Financial Group | History | Reduced | 20,507 | 4,073 | 0.5% | 0.55% | 508 | -556 | -2.64% | Q4 2025 | Jan 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 20,438 | 4,060 | 0.07% | 0.09% | 509 | -5,426 | -20.98% | Q4 2025 | Feb 09, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 20,275 | 4,027 | 0.03% | — | 510 | +20,275 | New | Q4 2025 | Feb 12, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 20,224 | 4,016 | 1.64% | 1.45% | 511 | +2,478 | 13.96% | Q4 2025 | Feb 09, 2026 |
| Polaris Investment Advisors, LLC | History | New | 20,219 | 4,015 | 2.9% | — | 512 | +20,219 | New | Q4 2025 | Jan 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 20,201 | 4,012 | 0.35% | 0.39% | 513 | -2,395 | -10.6% | Q4 2025 | Jan 26, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 20,151 | 4,002 | 0.3% | 0.33% | 514 | -1,313 | -6.12% | Q4 2025 | Jan 20, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 20,064 | 3,985 | 0.25% | 0.26% | 515 | -63 | -0.31% | Q4 2025 | Jan 21, 2026 |
| Cynosure Group, LLC | History | Reduced | 20,016 | 3,975 | 0.4% | 0.98% | 516 | -26,521 | -56.99% | Q4 2025 | Feb 17, 2026 |
| Carnegie Investment Counsel | History | Added to | 19,998 | 3,972 | 0.07% | 0.07% | 517 | +623 | 3.22% | Q4 2025 | Jan 23, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 19,929 | 3,958 | 1.58% | 1.72% | 518 | -1,064 | -5.07% | Q4 2025 | Feb 13, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 19,877 | 3,947 | 2.79% | 0.8% | 519 | +14,267 | 254.31% | Q4 2025 | Feb 03, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 19,858 | 3,944 | 1.68% | 2.99% | 521 | -14,380 | -42.0% | Q4 2025 | Feb 18, 2026 |
| Farrell Financial LLC | History | Added to | 19,859 | 3,944 | 2.33% | 2.32% | 520 | +792 | 4.15% | Q4 2025 | Jan 12, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 19,837 | 3,940 | 0.02% | 0.03% | 522 | -230 | -1.15% | Q4 2025 | Jan 27, 2026 |
| First Citizens Financial Corp | History | Reduced | 19,836 | 3,939 | 1.95% | 2.01% | 523 | -1,036 | -4.96% | Q4 2025 | Jan 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 19,754 | 3,923 | 0.18% | 0.18% | 524 | +658 | 3.45% | Q4 2025 | Feb 13, 2026 |
| Fluent Financial, LLC | History | Added to | 19,659 | 3,904 | 1.49% | 1.43% | 525 | +924 | 4.93% | Q4 2025 | Jan 14, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 19,447 | 3,862 | 0.56% | 0.52% | 526 | +1,000 | 5.42% | Q4 2025 | Jan 27, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 19,281 | 3,829 | 0.02% | 0.02% | 527 | -2,633 | -12.02% | Q4 2025 | Jan 12, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 19,189 | 3,811 | 0.61% | 0.69% | 528 | -1,006 | -4.98% | Q4 2025 | Jan 23, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 19,177 | 3,809 | 0.88% | 1.0% | 529 | -3,025 | -13.62% | Q4 2025 | Feb 17, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 19,157 | 3,804 | 0.17% | 0.17% | 530 | +19 | 0.1% | Q4 2025 | Jan 22, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | New | 19,108 | 3,795 | 0.46% | — | 531 | +19,108 | New | Q4 2025 | Jan 29, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 19,105 | 3,794 | 0.31% | 0.33% | 532 | -319 | -1.64% | Q4 2025 | Jan 23, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 18,965 | 3,766 | 2.44% | — | 533 | +18,965 | New | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 18,892 | 3,752 | 0.01% | — | 534 | +18,892 | New | Q4 2025 | Feb 13, 2026 |
| JPL Wealth Management, LLC | History | Added to | 18,881 | 3,750 | 0.91% | 0.06% | 535 | +17,587 | 1359.12% | Q4 2025 | Feb 12, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 18,621 | 3,709 | 1.44% | 1.56% | 536 | -38 | -0.2% | Q4 2025 | Jan 21, 2026 |
| Sollinda Capital Management LLC | History | Added to | 18,609 | 3,696 | 0.94% | 0.9% | 537 | +1,723 | 10.2% | Q4 2025 | Jan 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 18,507 | 3,675 | 0.22% | 0.38% | 538 | -14,876 | -44.56% | Q4 2025 | Jan 30, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 18,489 | 3,672 | 0.34% | 0.36% | 539 | -1,223 | -6.2% | Q4 2025 | Feb 11, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 18,395 | 3,653 | 0.06% | 0.16% | 540 | -30,260 | -62.19% | Q4 2025 | Feb 03, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 18,216 | 3,618 | 2.47% | 2.73% | 541 | -603 | -3.2% | Q4 2025 | Feb 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 18,084 | 3,591 | 0.17% | 0.21% | 542 | -5,141 | -22.14% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 17,936 | 3,562 | 0.01% | 0.01% | 543 | -2,479 | -12.14% | Q4 2025 | Feb 02, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 17,853 | 3,546 | 0.51% | 0.6% | 544 | -1,318 | -6.87% | Q4 2025 | Feb 09, 2026 |
| SimpliFi, Inc. | History | New | 17,764 | 3,528 | 1.49% | — | 545 | +17,764 | New | Q4 2025 | Jan 23, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 17,726 | 3,520 | 0.55% | 0.61% | 546 | -1,902 | -9.69% | Q4 2025 | Jan 23, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 17,647 | 3,505 | 0.38% | 0.47% | 548 | -1,419 | -7.44% | Q4 2025 | Jan 28, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 17,651 | 3,505 | 0.21% | 0.22% | 547 | +803 | 4.77% | Q4 2025 | Feb 10, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 17,619 | 3,499 | 1.02% | 1.01% | 549 | +102 | 0.58% | Q4 2025 | Feb 09, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 17,442 | 3,464 | 1.52% | 1.64% | 550 | -1,594 | -8.37% | Q4 2025 | Feb 05, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 16,944 | 3,451 | 2.28% | 3.35% | 551 | -7,086 | -29.49% | Q4 2025 | Feb 11, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 17,292 | 3,434 | 0.33% | 2.94% | 552 | -99,835 | -85.24% | Q4 2025 | Jan 22, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 17,243 | 3,424 | 0.38% | 0.78% | 553 | -12,485 | -42.0% | Q4 2025 | Feb 11, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 17,226 | 3,421 | 0.77% | 0.56% | 554 | +4,759 | 38.17% | Q4 2025 | Feb 06, 2026 |
| Elevate Capital Advisors, LLC | History | Reduced | 17,217 | 3,419 | 2.26% | 2.46% | 555 | -905 | -4.99% | Q4 2025 | Jan 23, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 17,210 | 3,418 | 1.71% | 2.22% | 556 | -4,511 | -20.77% | Q4 2025 | Feb 04, 2026 |
| GeoWealth Management, LLC | History | Reduced | 17,198 | 3,415 | 0.13% | 0.23% | 557 | -15,374 | -47.2% | Q4 2025 | Feb 17, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 17,088 | 3,393 | 2.32% | 2.37% | 558 | +81 | 0.48% | Q4 2025 | Feb 09, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 17,078 | 3,391 | 0.41% | 0.51% | 559 | -3,348 | -16.39% | Q4 2025 | Jan 22, 2026 |
| SG Americas Securities, LLC | History | Added to | 16,952 | 3,367 | 0.0% | 0.0% | 560 | +11,048 | 187.13% | Q4 2025 | Jan 09, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 16,784 | 3,333 | 0.77% | 1.02% | 561 | -10,648 | -38.82% | Q4 2025 | Feb 17, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 16,770 | 3,330 | 0.62% | 0.85% | 562 | -5,619 | -25.1% | Q4 2025 | Jan 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 16,758 | 3,328 | 0.02% | 0.01% | 563 | +8,503 | 103.0% | Q4 2025 | Feb 12, 2026 |
| United Advisor Group, LLC | History | Reduced | 16,681 | 3,313 | 0.41% | 0.51% | 564 | -2,816 | -14.44% | Q4 2025 | Jan 26, 2026 |
| Dakota Wealth Management | History | Added to | 16,666 | 3,310 | 0.06% | 0.06% | 565 | +366 | 2.25% | Q4 2025 | Jan 13, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 16,558 | 3,288 | 1.42% | 2.1% | 566 | -7,865 | -32.2% | Q4 2025 | Jan 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 16,477 | 3,272 | 0.06% | 0.09% | 567 | -3,740 | -18.5% | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 16,419 | 3,261 | 0.29% | 0.27% | 568 | +1,100 | 7.18% | Q4 2025 | Feb 06, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 16,377 | 3,252 | 0.11% | 0.04% | 569 | +10,771 | 192.13% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 16,204 | 3,218 | 0.04% | 0.04% | 570 | +1,012 | 6.66% | Q4 2025 | Feb 02, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 16,059 | 3,189 | 0.68% | 0.73% | 571 | +147 | 0.92% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 15,947 | 3,167 | 0.08% | 0.09% | 572 | -699 | -4.2% | Q4 2025 | Jan 23, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 15,742 | 3,126 | 0.35% | 0.6% | 573 | -10,747 | -40.57% | Q4 2025 | Jan 08, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 15,657 | 3,109 | 2.6% | 2.62% | 574 | -1,548 | -9.0% | Q4 2025 | Jan 28, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 15,602 | 3,098 | 0.06% | 0.06% | 575 | -744 | -4.55% | Q4 2025 | Feb 05, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 15,601 | 3,098 | 0.01% | 0.01% | 576 | -563 | -3.48% | Q4 2025 | Feb 13, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 15,569 | 3,092 | 2.14% | 2.33% | 577 | -632 | -3.9% | Q4 2025 | Jan 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 15,510 | 3,080 | 0.24% | 0.31% | 578 | -7,493 | -32.57% | Q4 2025 | Jan 23, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 15,348 | 3,048 | 0.64% | 0.66% | 579 | -228 | -1.46% | Q4 2025 | Jan 26, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 15,130 | 3,005 | 1.09% | 1.37% | 580 | -1,357 | -8.23% | Q4 2025 | Feb 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 15,090 | 2,997 | 0.04% | 0.05% | 581 | -946 | -5.9% | Q4 2025 | Feb 09, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 15,068 | 2,992 | 0.17% | 0.18% | 582 | -155 | -1.02% | Q4 2025 | Jan 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 15,029 | 2,986 | 0.0% | 0.0% | 583 | -117 | -0.77% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 14,804 | 2,962 | 0.11% | 0.17% | 584 | +261 | 1.79% | Q4 2025 | Feb 13, 2026 |
| Boreal Capital Management LLC | History | Reduced | 14,871 | 2,953 | 2.23% | 3.43% | 585 | -7,003 | -32.02% | Q4 2025 | Feb 17, 2026 |
| Carr Financial Group Corp | History | Reduced | 14,790 | 2,937 | 0.78% | 0.81% | 586 | -436 | -2.86% | Q4 2025 | Jan 09, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 14,744 | 2,928 | 2.93% | — | 587 | +14,744 | New | Q4 2025 | Feb 13, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 14,597 | 2,920 | 1.11% | 0.92% | 588 | +9,209 | 170.92% | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | Added to | 14,554 | 2,891 | 0.01% | 0.0% | 589 | +4,266 | 41.47% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 14,500 | 2,879 | 0.0% | 0.0% | 590 | +9,900 | 215.22% | Q4 2025 | Feb 12, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 14,448 | 2,869 | 0.85% | 0.96% | 591 | -1,239 | -7.9% | Q4 2025 | Feb 10, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 14,443 | 2,868 | 0.27% | 0.26% | 592 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 14,435 | 2,867 | 0.13% | 0.17% | 593 | -6,432 | -30.82% | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | Reduced | 14,426 | 2,865 | 0.21% | 0.24% | 594 | -587 | -3.91% | Q4 2025 | Jan 29, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 14,378 | 2,855 | 2.38% | 3.95% | 595 | -10,294 | -41.72% | Q4 2025 | Jan 23, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 14,364 | 2,852 | 0.39% | 0.24% | 596 | +5,528 | 62.56% | Q4 2025 | Feb 13, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 14,271 | 2,834 | 1.19% | 1.24% | 597 | -2 | -0.01% | Q4 2025 | Jan 28, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 14,216 | 2,823 | 0.17% | 0.12% | 598 | +4,000 | 39.15% | Q4 2025 | Jan 29, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 14,194 | 2,819 | 0.45% | 0.45% | 599 | -256 | -1.77% | Q4 2025 | Feb 06, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 14,167 | 2,813 | 2.43% | 2.8% | 600 | -2,935 | -17.16% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Reduced | 14,100 | 2,800 | 0.05% | 0.05% | 601 | -1,341 | -8.68% | Q4 2025 | Feb 17, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 14,074 | 2,795 | 0.41% | 0.42% | 602 | -313 | -2.18% | Q4 2025 | Jan 12, 2026 |
| Keel Point, LLC | History | Added to | 13,890 | 2,758 | 0.17% | 0.17% | 603 | +72 | 0.52% | Q4 2025 | Feb 12, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 13,881 | 2,756 | 0.08% | 0.08% | 604 | +150 | 1.09% | Q4 2025 | Jan 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 13,829 | 2,746 | 0.05% | 0.06% | 605 | -1,084 | -7.27% | Q4 2025 | Feb 05, 2026 |
| Provident Investment Management, Inc. | History | Reduced | 13,813 | 2,743 | 0.25% | 0.24% | 606 | -302 | -2.14% | Q4 2025 | Feb 04, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 13,525 | 2,727 | 1.57% | 0.81% | 607 | +782 | 6.14% | Q4 2025 | Feb 10, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 13,689 | 2,718 | 0.81% | 1.61% | 608 | -11,983 | -46.68% | Q4 2025 | Feb 11, 2026 |
| Providence First Trust Co | History | Reduced | 13,681 | 2,717 | 0.94% | 1.26% | 609 | -5,066 | -27.02% | Q4 2025 | Feb 03, 2026 |
| GREENLEAF TRUST | History | Reduced | 13,675 | 2,716 | 0.02% | 0.02% | 610 | -70 | -0.51% | Q4 2025 | Jan 21, 2026 |
| M Holdings Securities, Inc. | History | New | 13,488 | 2,679 | 0.19% | — | 611 | +13,488 | New | Q4 2025 | Feb 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 13,472 | 2,675 | 0.15% | 0.15% | 612 | -1,125 | -7.71% | Q4 2025 | Feb 06, 2026 |
| Tidal Investments LLC | History | New | 13,437 | 2,668 | 0.01% | — | 613 | +13,437 | New | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 13,412 | 2,663 | 0.03% | 0.04% | 614 | -4,419 | -24.78% | Q4 2025 | Feb 02, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 13,347 | 2,650 | 0.83% | 0.89% | 615 | -325 | -2.38% | Q4 2025 | Jan 07, 2026 |
| Clarendon Private LLC | History | Added to | 13,329 | 2,647 | 2.24% | 1.99% | 616 | +2,049 | 18.16% | Q4 2025 | Feb 05, 2026 |
| 10Elms LLP | History | Reduced | 13,308 | 2,643 | 2.42% | 2.56% | 617 | -1,346 | -9.19% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 13,186 | 2,619 | 0.06% | 0.06% | 618 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 13,164 | 2,614 | 1.65% | 2.56% | 619 | -6,838 | -34.19% | Q4 2025 | Jan 07, 2026 |
| Tradewinds, LLC. | History | Added to | 13,135 | 2,608 | 0.62% | 0.62% | 620 | +127 | 0.98% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 12,738 | 2,602 | 0.41% | 0.65% | 621 | -7,875 | -38.2% | Q4 2025 | Feb 02, 2026 |
| WBH ADVISORY INC | History | Reduced | 13,063 | 2,594 | 0.19% | 0.2% | 622 | -537 | -3.95% | Q4 2025 | Jan 26, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 13,009 | 2,583 | 0.81% | 0.37% | 623 | +7,206 | 124.18% | Q4 2025 | Feb 11, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 12,961 | 2,574 | 1.95% | 1.97% | 624 | +242 | 1.9% | Q4 2025 | Jan 15, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 12,822 | 2,546 | 1.38% | 1.51% | 625 | -998 | -7.22% | Q4 2025 | Feb 05, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 12,733 | 2,529 | 0.01% | 0.01% | 626 | -736 | -5.46% | Q4 2025 | Feb 17, 2026 |
| Unify Financial Advisors | History | New | 12,705 | 2,523 | 2.63% | — | 627 | +12,705 | New | Q4 2025 | Apr 08, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Reduced | 12,638 | 2,510 | 2.06% | 2.48% | 628 | -275 | -2.13% | Q4 2025 | Feb 02, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 12,601 | 2,502 | 0.43% | 0.39% | 629 | -461 | -3.53% | Q4 2025 | Jan 29, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 12,482 | 2,479 | 0.96% | 0.6% | 630 | +5,926 | 90.39% | Q4 2025 | Feb 06, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 12,193 | 2,471 | 0.06% | 0.07% | 631 | -396 | -3.15% | Q4 2025 | Jan 28, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 12,402 | 2,463 | 0.82% | 0.7% | 632 | +2,292 | 22.67% | Q4 2025 | Feb 03, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 12,063 | 2,461 | 1.2% | 1.62% | 633 | -3,235 | -21.15% | Q4 2025 | Feb 10, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 12,353 | 2,453 | 0.54% | 0.44% | 634 | +2,319 | 23.11% | Q4 2025 | Jan 20, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 12,340 | 2,451 | 0.43% | 0.38% | 635 | +1,588 | 14.77% | Q4 2025 | Feb 02, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 12,271 | 2,437 | 0.29% | 0.27% | 636 | +595 | 5.1% | Q4 2025 | Feb 13, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 12,272 | 2,437 | 0.09% | 0.08% | 637 | -242 | -1.93% | Q4 2025 | Jan 30, 2026 |
| Wells Financial Advisors INC | History | Reduced | 12,111 | 2,405 | 4.57% | 4.33% | 638 | -4,532 | -27.23% | Q4 2025 | Feb 02, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | New | 12,087 | 2,400 | 0.04% | — | 639 | +12,087 | New | Q4 2025 | Feb 12, 2026 |
| BigSur Wealth Management LLC | History | No change | 12,000 | 2,383 | 0.58% | 0.57% | 640 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bestgate Wealth Advisors, LLC | History | Added to | 11,995 | 2,382 | 4.19% | 4.12% | 641 | +5 | 0.04% | Q4 2025 | Jan 16, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 11,963 | 2,376 | 0.19% | 0.33% | 642 | -6,744 | -36.05% | Q4 2025 | Jan 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 11,885 | 2,360 | 0.08% | 0.07% | 643 | +1,865 | 18.61% | Q4 2025 | Feb 04, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 11,873 | 2,358 | 1.3% | 1.81% | 645 | -3,495 | -22.74% | Q4 2025 | Feb 17, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 11,875 | 2,358 | 0.3% | 0.3% | 644 | -48 | -0.4% | Q4 2025 | Jan 23, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Added to | 11,562 | 2,354 | 1.29% | 0.88% | 646 | +859 | 8.03% | Q4 2025 | Feb 17, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 11,833 | 2,350 | 0.32% | — | 647 | +11,833 | New | Q4 2025 | Feb 20, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 11,816 | 2,346 | 0.3% | 0.3% | 648 | +7 | 0.06% | Q4 2025 | Feb 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 11,759 | 2,335 | 0.11% | 0.14% | 649 | -153 | -1.28% | Q4 2025 | Jan 28, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 11,494 | 2,329 | 1.09% | 1.4% | 650 | -157 | -1.35% | Q4 2025 | Jan 26, 2026 |
| EQ LLC | History | Reduced | 11,640 | 2,311 | 0.67% | 1.25% | 651 | -7,230 | -38.31% | Q4 2025 | Feb 10, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 11,488 | 2,281 | 0.18% | 0.19% | 652 | -160 | -1.37% | Q4 2025 | Feb 04, 2026 |
| NWAM LLC | History | Reduced | 11,187 | 2,271 | 0.13% | 0.24% | 653 | -10,965 | -49.5% | Q4 2025 | Feb 04, 2026 |
| Tranquility Partners, LLC | History | Reduced | 11,126 | 2,209 | 0.8% | 0.76% | 654 | -463 | -4.0% | Q4 2025 | Feb 03, 2026 |
| Asempa Wealth Advisors | History | New | 11,114 | 2,207 | 1.9% | — | 655 | +11,114 | New | Q4 2025 | Jan 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 11,104 | 2,205 | 0.07% | 0.07% | 656 | +89 | 0.81% | Q4 2025 | Jan 30, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 11,047 | 2,194 | 0.13% | 0.13% | 657 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 10,986 | 2,182 | 0.51% | 0.53% | 658 | -44 | -0.4% | Q4 2025 | Jan 27, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 10,978 | 2,180 | 0.27% | 0.06% | 660 | +8,875 | 422.02% | Q4 2025 | Jan 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 10,980 | 2,180 | 0.02% | 0.04% | 659 | -6,958 | -38.79% | Q4 2025 | Jan 13, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 10,916 | 2,171 | 1.69% | 1.75% | 661 | +57 | 0.52% | Q4 2025 | Feb 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 10,924 | 2,169 | 0.08% | 0.1% | 662 | -2,219 | -16.88% | Q4 2025 | Feb 06, 2026 |
| Vontobel Holding Ltd. | History | No change | 10,875 | 2,160 | 0.01% | 0.01% | 663 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 10,808 | 2,146 | 0.15% | 0.16% | 664 | -444 | -3.95% | Q4 2025 | Jan 16, 2026 |
| HORAN Wealth, LLC | History | Added to | 10,809 | 2,146 | 0.33% | 0.33% | 665 | +184 | 1.73% | Q4 2025 | Feb 04, 2026 |
| XY Planning Network, Inc. | History | New | 10,796 | 2,144 | 0.37% | — | 666 | +10,796 | New | Q4 2025 | Jan 26, 2026 |
| Argent Trust Co | History | Reduced | 10,776 | 2,140 | 0.07% | 0.08% | 667 | -332 | -2.99% | Q4 2025 | Feb 10, 2026 |
| RMR Capital Management, LLC | History | Reduced | 10,693 | 2,123 | 1.53% | 1.49% | 668 | -249 | -2.28% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Management | History | New | 10,656 | 2,116 | 2.38% | — | 669 | +10,656 | New | Q4 2025 | Mar 03, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 10,650 | 2,115 | 0.4% | 0.41% | 670 | -362 | -3.29% | Q4 2025 | Jan 28, 2026 |
| BLALOCK WILLIAMS, LLC | History | Reduced | 10,645 | 2,114 | 1.69% | 2.98% | 671 | -6,845 | -39.14% | Q4 2025 | Feb 02, 2026 |
| WESBANCO BANK INC | History | Reduced | 10,583 | 2,101 | 0.06% | 0.06% | 672 | -368 | -3.36% | Q4 2025 | Feb 03, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 10,570 | 2,099 | 0.72% | 0.89% | 673 | -2,302 | -17.88% | Q4 2025 | Feb 04, 2026 |
| SYNTAX RESEARCH, INC. | History | Added to | 10,532 | 2,091 | 1.29% | 1.2% | 674 | +963 | 10.06% | Q4 2025 | Feb 02, 2026 |
| Alteri Wealth LLC | History | Added to | 10,465 | 2,078 | 0.67% | 0.67% | 675 | +428 | 4.26% | Q4 2025 | Feb 11, 2026 |
| W ADVISORS, LLC | History | Reduced | 10,462 | 2,077 | 1.04% | 1.4% | 676 | -3,225 | -23.56% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 10,430 | 2,071 | 0.03% | 0.02% | 677 | +1,031 | 10.97% | Q4 2025 | Jan 22, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Reduced | 10,395 | 2,064 | 1.15% | 2.39% | 678 | -10,387 | -49.98% | Q4 2025 | Mar 05, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 10,230 | 2,031 | 0.55% | 0.9% | 679 | -6,912 | -40.32% | Q4 2025 | Jan 16, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 10,225 | 2,030 | 0.14% | 0.14% | 680 | +5 | 0.05% | Q4 2025 | Feb 10, 2026 |
| WealthPoint Financial, LLC | History | New | 10,176 | 2,021 | 1.76% | — | 681 | +10,176 | New | Q4 2025 | Feb 19, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 10,160 | 2,018 | 1.14% | 1.24% | 682 | -834 | -7.59% | Q4 2025 | Jan 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 10,156 | 2,017 | 0.13% | 0.14% | 684 | -346 | -3.29% | Q4 2025 | Feb 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 10,158 | 2,017 | 0.0% | 0.0% | 683 | -138 | -1.34% | Q4 2025 | Feb 13, 2026 |
| RED REEF ADVISORS LLC | History | New | 10,121 | 2,010 | 2.05% | — | 685 | +10,121 | New | Q4 2025 | Apr 08, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 10,060 | 1,998 | 1.92% | — | 686 | +10,060 | New | Q4 2025 | Jan 23, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 9,978 | 1,996 | 0.03% | 0.01% | 687 | +4,357 | 77.51% | Q4 2025 | Feb 03, 2026 |
| Smart Money Group LLC | History | Reduced | 9,997 | 1,985 | 0.58% | 0.59% | 688 | -291 | -2.83% | Q4 2025 | Jan 30, 2026 |
| Chatterton & Associates Inc. | History | New | 9,984 | 1,983 | 1.7% | — | 689 | +9,984 | New | Q4 2025 | Jan 20, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 9,915 | 1,969 | 0.21% | 0.25% | 690 | -2,571 | -20.59% | Q4 2025 | Jan 27, 2026 |
| Archer Investment Management, LLC | History | New | 9,788 | 1,944 | 1.05% | — | 692 | +9,788 | New | Q4 2025 | Jan 12, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 9,788 | 1,944 | 0.68% | 0.69% | 691 | -188 | -1.88% | Q4 2025 | Jan 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 9,777 | 1,941 | 0.12% | 0.16% | 693 | -2,855 | -22.6% | Q4 2025 | Feb 06, 2026 |
| Burton Enright Welch | History | Reduced | 9,766 | 1,939 | 0.27% | 0.29% | 694 | -25 | -0.26% | Q4 2025 | Feb 13, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 9,737 | 1,933 | 1.6% | 1.42% | 695 | +1,257 | 14.82% | Q4 2025 | Feb 06, 2026 |
| Portus Wealth Advisors, LLC | History | Reduced | 9,719 | 1,930 | 1.82% | 1.89% | 696 | -36 | -0.37% | Q4 2025 | Jan 27, 2026 |
| CITIGROUP INC | History | Reduced | 9,684 | 1,923 | 0.0% | 0.0% | 697 | -34,767 | -78.21% | Q4 2025 | Feb 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 9,673 | 1,921 | 0.46% | 0.39% | 698 | +2,141 | 28.43% | Q4 2025 | Feb 02, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 9,591 | 1,905 | 0.11% | 0.12% | 699 | -775 | -7.48% | Q4 2025 | Feb 10, 2026 |
| Diversified Enterprises, LLC | History | Added to | 9,586 | 1,903 | 0.11% | 0.12% | 700 | +148 | 1.57% | Q4 2025 | Jan 28, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 9,517 | 1,890 | 0.05% | 0.06% | 701 | -432 | -4.34% | Q4 2025 | Feb 02, 2026 |
| First International Bank of Israel Ltd. | History | Reduced | 9,471 | 1,881 | 0.9% | 1.27% | 702 | -2,000 | -17.44% | Q4 2025 | Feb 12, 2026 |
| Level Financial Advisors | History | Reduced | 9,463 | 1,879 | 0.5% | 0.52% | 703 | -50 | -0.53% | Q4 2025 | Jan 26, 2026 |
| Abel Hall, LLC | History | Reduced | 9,435 | 1,873 | 0.44% | 0.75% | 704 | -130 | -1.36% | Q4 2025 | Feb 17, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Reduced | 9,361 | 1,864 | 1.77% | 1.38% | 705 | -382 | -3.92% | Q4 2025 | Jan 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 9,379 | 1,862 | 0.06% | 0.06% | 706 | +31 | 0.33% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 9,319 | 1,851 | 0.05% | 0.07% | 707 | -1,755 | -15.85% | Q4 2025 | Feb 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 9,304 | 1,848 | 0.02% | 0.02% | 708 | +2,004 | 27.45% | Q4 2025 | Jan 26, 2026 |
| Selby Wealth Management, LLC | History | New | 9,234 | 1,834 | 0.74% | — | 709 | +9,234 | New | Q4 2025 | Feb 13, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 9,222 | 1,831 | 0.12% | 0.13% | 710 | -99 | -1.06% | Q4 2025 | Apr 02, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 9,207 | 1,828 | 1.0% | 1.69% | 711 | -6,002 | -39.46% | Q4 2025 | Jan 21, 2026 |
| BCU Wealth Advisors, LLC | History | Reduced | 9,200 | 1,827 | 0.7% | 1.34% | 712 | -7,872 | -46.11% | Q4 2025 | Jan 30, 2026 |
| Shore Point Advisors, LLC | History | Added to | 9,196 | 1,826 | 0.77% | 0.77% | 713 | +215 | 2.39% | Q4 2025 | Jan 23, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 9,148 | 1,816 | 1.84% | 1.76% | 714 | -31 | -0.34% | Q4 2025 | Jan 26, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 9,103 | 1,807 | 0.14% | 0.24% | 715 | -6,490 | -41.62% | Q4 2025 | Jan 09, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 9,062 | 1,799 | 0.58% | 1.06% | 716 | -7,014 | -43.63% | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | Added to | 9,052 | 1,797 | 0.04% | 0.03% | 717 | +54 | 0.6% | Q4 2025 | Feb 17, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 9,042 | 1,795 | 0.51% | 0.57% | 718 | -516 | -5.4% | Q4 2025 | Feb 10, 2026 |
| BAILARD, INC. | History | Added to | 9,033 | 1,794 | 0.04% | 0.04% | 719 | +429 | 4.99% | Q4 2025 | Feb 04, 2026 |
| MATAURO, LLC | History | Reduced | 9,022 | 1,791 | 0.27% | 0.29% | 720 | -483 | -5.08% | Q4 2025 | Jan 16, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 8,965 | 1,780 | 0.19% | 0.31% | 721 | -4,917 | -35.42% | Q4 2025 | Jan 08, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 8,961 | 1,779 | 0.41% | 0.55% | 722 | -3,341 | -27.16% | Q4 2025 | Jan 16, 2026 |
| Clearview Wealth Advisors LLC | History | Reduced | 8,935 | 1,774 | 1.12% | 2.14% | 723 | -8,258 | -48.03% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,931 | 1,773 | 0.0% | 0.0% | 724 | +6,349 | 245.89% | Q4 2025 | Feb 10, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 8,750 | 1,737 | 0.26% | 0.46% | 725 | -6,869 | -43.98% | Q4 2025 | Feb 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 8,625 | 1,713 | 0.06% | 0.05% | 726 | +694 | 8.75% | Q4 2025 | Feb 13, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 8,622 | 1,712 | 0.33% | 0.35% | 727 | -292 | -3.28% | Q4 2025 | Jan 16, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 8,609 | 1,709 | 0.41% | 0.7% | 728 | -6,151 | -41.67% | Q4 2025 | Feb 11, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 8,550 | 1,698 | 1.16% | 1.26% | 730 | -79 | -0.92% | Q4 2025 | Feb 02, 2026 |
| Haverford Financial Services, Inc. | History | No change | 8,550 | 1,698 | 0.48% | 0.47% | 729 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 8,542 | 1,696 | 0.2% | 0.21% | 731 | -8 | -0.09% | Q4 2025 | Jan 27, 2026 |
| One Capital Management, LLC | History | New | 8,491 | 1,686 | 0.05% | — | 732 | +8,491 | New | Q4 2025 | Feb 10, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 8,484 | 1,685 | 0.37% | 0.67% | 733 | -8,301 | -49.45% | Q4 2025 | Jan 16, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 8,466 | 1,681 | 0.29% | 0.32% | 734 | -439 | -4.93% | Q4 2025 | Feb 12, 2026 |
| J.M. Arbour, LLC | History | New | 8,461 | 1,680 | 1.68% | — | 735 | +8,461 | New | Q4 2025 | Jan 26, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 8,406 | 1,669 | 0.55% | 0.56% | 736 | +11 | 0.13% | Q4 2025 | Feb 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 8,385 | 1,665 | 0.09% | 0.09% | 737 | +636 | 8.21% | Q4 2025 | Jan 14, 2026 |
| Balance Wealth, LLC | History | Reduced | 8,381 | 1,664 | 0.53% | 0.43% | 738 | -585 | -6.52% | Q4 2025 | Jan 21, 2026 |
| PFG Investments, LLC | History | Reduced | 8,272 | 1,642 | 0.08% | 0.1% | 740 | -1,953 | -19.1% | Q4 2025 | Jan 26, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 8,269 | 1,642 | 1.21% | 1.16% | 739 | +102 | 1.25% | Q4 2025 | Feb 17, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 8,263 | 1,641 | 1.07% | 1.16% | 741 | -748 | -8.3% | Q4 2025 | Jan 21, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 8,238 | 1,636 | 0.2% | 0.21% | 742 | -222 | -2.62% | Q4 2025 | Jan 14, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 8,190 | 1,626 | 0.05% | 0.06% | 743 | -9 | -0.11% | Q4 2025 | Feb 03, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 8,183 | 1,625 | 0.89% | 1.15% | 744 | -2,004 | -19.67% | Q4 2025 | Jan 28, 2026 |
| Advisors Capital Management, LLC | History | Added to | 8,081 | 1,605 | 0.02% | 0.01% | 745 | +1,899 | 30.72% | Q4 2025 | Jan 29, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 8,075 | 1,603 | 0.28% | 0.29% | 746 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 8,034 | 1,595 | 0.04% | 0.04% | 747 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cooper Financial Group | History | Reduced | 7,963 | 1,581 | 0.17% | 0.19% | 748 | -920 | -10.36% | Q4 2025 | Jan 08, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 7,927 | 1,574 | 0.03% | 0.03% | 749 | -225 | -2.76% | Q4 2025 | Feb 13, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 7,727 | 1,573 | 0.7% | 1.39% | 750 | -7,100 | -47.89% | Q4 2025 | Feb 09, 2026 |
| MKT Advisors LLC | History | Reduced | 7,776 | 1,564 | 0.53% | 0.8% | 751 | -3,173 | -28.98% | Q4 2025 | Jan 08, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 7,798 | 1,548 | 0.33% | 0.2% | 752 | +3,828 | 96.42% | Q4 2025 | Feb 02, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 7,752 | 1,539 | 0.09% | 0.12% | 753 | -2,100 | -21.32% | Q4 2025 | Feb 04, 2026 |
| WT Wealth Management | History | Added to | 7,746 | 1,538 | 0.44% | 0.41% | 754 | +485 | 6.68% | Q4 2025 | Feb 02, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 7,695 | 1,528 | 1.11% | 1.12% | 755 | +21 | 0.27% | Q4 2025 | Jan 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 7,612 | 1,511 | 0.1% | 0.06% | 756 | +3,305 | 76.74% | Q4 2025 | Feb 03, 2026 |
| StoneX Group Inc. | History | Added to | 7,566 | 1,504 | 0.07% | 0.06% | 757 | +5 | 0.07% | Q4 2025 | Feb 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 7,569 | 1,503 | 0.14% | 0.16% | 758 | -1,399 | -15.6% | Q4 2025 | Feb 10, 2026 |
| Latitude Advisors, LLC | History | Added to | 7,567 | 1,502 | 0.66% | 0.64% | 759 | +371 | 5.16% | Q4 2025 | Jan 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 7,507 | 1,491 | 0.05% | 0.04% | 760 | -115 | -1.51% | Q4 2025 | Jan 09, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 7,505 | 1,490 | 0.55% | 1.09% | 762 | -6,721 | -47.24% | Q4 2025 | Jan 07, 2026 |
| Allen Capital Group, LLC | History | No change | 7,504 | 1,490 | 0.14% | 0.14% | 761 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 7,478 | 1,485 | 0.12% | 0.12% | 763 | -191 | -2.49% | Q4 2025 | Feb 13, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 7,427 | 1,475 | 0.3% | 0.3% | 764 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,424 | 1,474 | 0.03% | 0.03% | 765 | +252 | 3.51% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 7,358 | 1,461 | 0.01% | 0.01% | 766 | +146 | 2.02% | Q4 2025 | Feb 09, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 7,310 | 1,451 | 0.04% | 0.05% | 767 | -839 | -10.3% | Q4 2025 | Feb 05, 2026 |
| Financial Insights, Inc. | History | Reduced | 7,303 | 1,450 | 0.49% | 0.48% | 768 | -75 | -1.02% | Q4 2025 | Mar 31, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 7,262 | 1,442 | 0.03% | 0.03% | 769 | -758 | -9.45% | Q4 2025 | Feb 18, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 7,249 | 1,439 | 0.32% | 0.43% | 770 | -2,568 | -26.16% | Q4 2025 | Jan 14, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 7,225 | 1,435 | 0.22% | 0.03% | 771 | +6,079 | 530.45% | Q4 2025 | Feb 04, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 7,222 | 1,434 | 0.12% | 0.12% | 772 | +80 | 1.12% | Q4 2025 | Feb 03, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 7,181 | 1,426 | 0.6% | 0.62% | 773 | -197 | -2.67% | Q4 2025 | Jan 21, 2026 |
| Fisher Asset Management, LLC | History | Added to | 7,175 | 1,425 | 0.0% | 0.0% | 774 | +4,048 | 129.45% | Q4 2025 | Feb 09, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 7,147 | 1,419 | 0.02% | 0.02% | 775 | -29 | -0.4% | Q4 2025 | Feb 10, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 7,138 | 1,417 | 0.53% | 0.65% | 777 | -1,260 | -15.0% | Q4 2025 | Feb 03, 2026 |
| Investors Research Corp | History | Reduced | 7,135 | 1,417 | 0.26% | 0.26% | 776 | -21 | -0.29% | Q4 2025 | Jan 06, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 7,125 | 1,415 | 0.82% | 0.82% | 778 | +1 | 0.01% | Q4 2025 | Jan 27, 2026 |
| RDA Financial Network | History | Reduced | 7,095 | 1,409 | 0.34% | 0.39% | 779 | -938 | -11.68% | Q4 2025 | Jan 06, 2026 |
| Capital Asset Managemnet, LLC | History | New | 6,892 | 1,402 | 1.55% | — | 780 | +6,892 | New | Q4 2025 | Apr 07, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 7,024 | 1,395 | 0.46% | 0.51% | 781 | -124 | -1.73% | Q4 2025 | Feb 12, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 6,998 | 1,389 | 0.27% | 0.32% | 782 | -1,415 | -16.82% | Q4 2025 | Jan 09, 2026 |
| Opulen Financial Group LLC | History | Added to | 6,994 | 1,389 | 1.01% | 1.02% | 783 | +94 | 1.36% | Q4 2025 | Feb 10, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 6,942 | 1,378 | 0.26% | 0.25% | 784 | +331 | 5.01% | Q4 2025 | Jan 26, 2026 |
| HRT FINANCIAL LP | History | Reduced | 6,925 | 1,375 | 0.0% | 0.02% | 785 | -24,346 | -77.85% | Q4 2025 | Feb 12, 2026 |
| Insight Inv LLC | History | Added to | 6,924 | 1,375 | 0.77% | 0.6% | 786 | +1,698 | 32.49% | Q4 2025 | Feb 06, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 6,917 | 1,373 | 0.02% | 0.02% | 787 | +968 | 16.27% | Q4 2025 | Feb 09, 2026 |
| Ruggiero Investments, Inc. | History | New | 6,900 | 1,370 | 1.24% | — | 788 | +6,900 | New | Q4 2025 | Feb 12, 2026 |
| Wall Capital Group, Inc. | History | New | 6,896 | 1,369 | 1.3% | — | 789 | +6,896 | New | Q4 2025 | Feb 17, 2026 |
| ASL Financial, LLC | History | New | 6,886 | 1,367 | 1.07% | — | 790 | +6,886 | New | Q4 2025 | Jan 20, 2026 |
| Ardent Capital Management, Inc. | History | No change | 6,874 | 1,365 | 0.54% | 0.57% | 791 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vantage Point Financial LLC | History | Reduced | 6,844 | 1,359 | 0.49% | 1.05% | 792 | -7,063 | -50.79% | Q4 2025 | Feb 02, 2026 |
| CPC Advisors, LLC | History | Reduced | 6,826 | 1,355 | 0.14% | 0.16% | 793 | -898 | -11.63% | Q4 2025 | Jan 28, 2026 |
| LPWM LLC | History | Added to | 6,817 | 1,354 | 0.34% | 0.33% | 794 | +540 | 8.6% | Q4 2025 | Jan 06, 2026 |
| Cassilly Financial Group LLC | History | New | 6,789 | 1,348 | 1.19% | — | 795 | +6,789 | New | Q4 2025 | Jan 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 6,761 | 1,342 | 0.01% | 0.01% | 796 | +2,508 | 58.97% | Q4 2025 | Feb 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 6,753 | 1,341 | 0.07% | 0.08% | 797 | -141 | -2.05% | Q4 2025 | Jan 13, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Reduced | 6,751 | 1,340 | 1.05% | 1.2% | 798 | -1,038 | -13.33% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Management, Inc. | History | New | 6,716 | 1,333 | 0.47% | — | 800 | +6,716 | New | Q4 2025 | Apr 10, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 6,713 | 1,333 | 0.28% | 0.35% | 799 | -1,760 | -20.77% | Q4 2025 | Jan 12, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 7,027 | 1,329 | 0.15% | 0.15% | 801 | +374 | 5.62% | Q4 2025 | Jan 29, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 6,681 | 1,327 | 0.15% | 0.15% | 802 | +151 | 2.31% | Q4 2025 | Feb 17, 2026 |
| Magnus Financial Group LLC | History | Reduced | 6,666 | 1,324 | 0.1% | 0.12% | 803 | -1,289 | -16.2% | Q4 2025 | Jan 07, 2026 |
| New Republic Capital, LLC | History | Reduced | 6,646 | 1,320 | 0.35% | 0.45% | 804 | -847 | -11.3% | Q4 2025 | Feb 10, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 6,615 | 1,313 | 0.29% | 0.32% | 805 | -117 | -1.74% | Q4 2025 | Jan 09, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 6,608 | 1,312 | 0.14% | 0.18% | 807 | -1,908 | -22.4% | Q4 2025 | Jan 28, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 6,607 | 1,312 | 0.11% | 0.12% | 806 | -459 | -6.5% | Q4 2025 | Jan 02, 2026 |
| Saiph Capital, LLC | History | No change | 6,563 | 1,303 | 0.47% | 0.46% | 808 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 6,516 | 1,294 | 0.11% | 0.11% | 809 | +16 | 0.25% | Q4 2025 | Feb 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 6,502 | 1,291 | 1.07% | 0.98% | 810 | +1,591 | 32.4% | Q4 2025 | Feb 10, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 6,495 | 1,290 | 0.96% | — | 811 | +6,495 | New | Q4 2025 | Feb 06, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 6,481 | 1,287 | 0.87% | 1.26% | 813 | -3,066 | -32.11% | Q4 2025 | Jan 12, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 6,480 | 1,287 | 0.16% | 0.17% | 812 | -133 | -2.01% | Q4 2025 | Jan 07, 2026 |
| L & S Advisors Inc | History | Reduced | 6,448 | 1,280 | 0.12% | 0.12% | 814 | -38 | -0.59% | Q4 2025 | Feb 05, 2026 |
| Inspire Advisors, LLC | History | Added to | 6,418 | 1,274 | 0.12% | 0.1% | 816 | +1,198 | 22.95% | Q4 2025 | Feb 13, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 6,417 | 1,274 | 0.2% | 0.18% | 815 | -1 | -0.02% | Q4 2025 | Jan 21, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 6,385 | 1,268 | 0.44% | 0.67% | 817 | -2,372 | -27.09% | Q4 2025 | Jan 08, 2026 |
| Investment Research Partners LLC | History | Added to | 6,377 | 1,266 | 0.54% | 0.38% | 818 | +2,085 | 48.58% | Q4 2025 | Feb 12, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 6,368 | 1,264 | 0.38% | 0.4% | 819 | -209 | -3.18% | Q4 2025 | Jan 28, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 6,361 | 1,263 | 0.1% | 0.03% | 820 | +4,392 | 223.06% | Q4 2025 | Jan 23, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 6,342 | 1,259 | 0.01% | 0.01% | 821 | +200 | 3.26% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 6,312 | 1,254 | 0.08% | 0.12% | 822 | -3,731 | -37.15% | Q4 2025 | Feb 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 6,290 | 1,249 | 0.02% | — | 823 | +6,290 | New | Q4 2025 | Feb 13, 2026 |
| COWA, LLC | History | Reduced | 6,266 | 1,244 | 0.38% | 0.44% | 824 | -556 | -8.15% | Q4 2025 | Feb 12, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 6,234 | 1,238 | 0.3% | 0.3% | 825 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 6,232 | 1,237 | 0.84% | 1.8% | 826 | -6,542 | -51.21% | Q4 2025 | Jan 29, 2026 |
| Activest Wealth Management | History | Reduced | 6,112 | 1,221 | 0.23% | 0.44% | 828 | -5,249 | -46.2% | Q4 2025 | Jan 30, 2026 |
| Empire Life Investments Inc. | History | Added to | 6,150 | 1,221 | 0.07% | 0.07% | 827 | +50 | 0.82% | Q4 2025 | Feb 04, 2026 |
| Seneschal Advisors, LLC | History | Added to | 6,146 | 1,220 | 0.9% | 0.83% | 829 | +269 | 4.58% | Q4 2025 | Feb 13, 2026 |
| Pines Wealth Management, LLC | History | Added to | 6,133 | 1,218 | 0.39% | 0.38% | 830 | +264 | 4.5% | Q4 2025 | Feb 02, 2026 |
| Visionary Wealth Advisors | History | Added to | 6,104 | 1,212 | 0.05% | 0.05% | 831 | +43 | 0.71% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 6,080 | 1,207 | 0.17% | 0.21% | 833 | -1,246 | -17.01% | Q4 2025 | Feb 02, 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP | History | No change | 6,078 | 1,207 | 0.37% | 0.37% | 832 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pearl Planning LLC | History | New | 6,057 | 1,203 | 0.74% | — | 834 | +6,057 | New | Q4 2025 | Feb 03, 2026 |
| XTX Topco Ltd | History | New | 6,028 | 1,197 | 0.03% | — | 836 | +6,028 | New | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 6,028 | 1,197 | 0.0% | 0.0% | 835 | +1,995 | 49.47% | Q4 2025 | Jan 30, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 6,019 | 1,195 | 0.69% | 1.31% | 837 | -5,000 | -45.38% | Q4 2025 | Jan 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 6,007 | 1,193 | 0.02% | 0.03% | 838 | -828 | -12.11% | Q4 2025 | Feb 06, 2026 |
| Abundance Wealth Counselors | History | No change | 5,998 | 1,191 | 0.2% | 0.2% | 839 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| YANKCOM Partnership | History | No change | 6,000 | 1,191 | 0.51% | 0.53% | 840 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 5,939 | 1,179 | 0.78% | 0.8% | 841 | -55 | -0.92% | Q4 2025 | Feb 09, 2026 |
| Arsenal Capital Advisors LLC | History | New | 5,933 | 1,178 | 0.83% | — | 843 | +5,933 | New | Q4 2025 | Feb 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 5,932 | 1,178 | 0.07% | 0.1% | 842 | +766 | 14.83% | Q4 2025 | Jan 29, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 5,822 | 1,175 | 0.12% | 0.11% | 844 | +657 | 12.72% | Q4 2025 | Jan 12, 2026 |
| Hershey Financial Advisers, LLC | History | New | 5,915 | 1,174 | 0.99% | — | 845 | +5,915 | New | Q4 2025 | Feb 18, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 5,883 | 1,168 | 0.66% | 0.75% | 846 | -630 | -9.67% | Q4 2025 | Jan 06, 2026 |
| Glenview Trust Co | History | No change | 5,822 | 1,156 | 0.02% | 0.02% | 847 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Allegheny Financial Group | History | Reduced | 5,811 | 1,154 | 0.17% | 0.21% | 848 | -25 | -0.43% | Q4 2025 | Feb 02, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 5,812 | 1,153 | 0.53% | 0.97% | 850 | -4,140 | -41.6% | Q4 2025 | Feb 17, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 5,806 | 1,153 | 0.09% | 0.06% | 851 | +2,257 | 63.6% | Q4 2025 | Jan 28, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 5,805 | 1,153 | 0.11% | 0.11% | 849 | -277 | -4.55% | Q4 2025 | Jan 29, 2026 |
| Dentgroup LLC | History | Reduced | 5,801 | 1,152 | 0.79% | 0.81% | 852 | -675 | -10.42% | Q4 2025 | Jan 28, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 5,771 | 1,146 | 0.22% | 0.27% | 853 | -1,299 | -18.37% | Q4 2025 | Feb 13, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 5,755 | 1,143 | 0.08% | 0.08% | 854 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 5,731 | 1,138 | 0.06% | 0.09% | 855 | -1,547 | -21.26% | Q4 2025 | Jan 26, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 5,721 | 1,136 | 0.81% | 1.76% | 856 | -5,307 | -48.12% | Q4 2025 | Feb 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 5,717 | 1,135 | 0.01% | 0.01% | 857 | +254 | 4.65% | Q4 2025 | Feb 13, 2026 |
| Diversified Trust Co | History | Added to | 5,701 | 1,132 | 0.02% | 0.02% | 858 | +180 | 3.26% | Q4 2025 | Jan 09, 2026 |
| TCTC Holdings, LLC | History | Added to | 5,688 | 1,129 | 0.03% | 0.01% | 859 | +4,117 | 262.06% | Q4 2025 | Feb 12, 2026 |
| Meridian Financial Partners LLC | History | No change | 5,587 | 1,128 | 0.45% | 0.46% | 860 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 5,548 | 1,127 | 0.05% | 0.08% | 861 | -2,400 | -30.2% | Q4 2025 | Jan 21, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 5,661 | 1,124 | 0.04% | 0.07% | 862 | -3,205 | -36.15% | Q4 2025 | Jan 27, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 5,641 | 1,120 | 0.61% | 0.67% | 864 | -478 | -7.81% | Q4 2025 | Feb 02, 2026 |
| Ipsen Advisor Group LLC | History | Reduced | 5,641 | 1,120 | 0.8% | 0.82% | 863 | -193 | -3.31% | Q4 2025 | Feb 11, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 5,637 | 1,119 | 0.41% | 0.76% | 865 | -4,671 | -45.31% | Q4 2025 | Jan 21, 2026 |
| PALLADIEM, LLC | History | New | 5,584 | 1,117 | 1.06% | — | 866 | +5,584 | New | Q4 2025 | Feb 11, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 5,627 | 1,117 | 0.18% | 0.22% | 867 | -578 | -9.32% | Q4 2025 | Feb 17, 2026 |
| Storen Legacy Partners, LLC | History | New | 5,613 | 1,114 | 0.35% | — | 868 | +5,613 | New | Q4 2025 | Mar 05, 2026 |
| MFA Wealth Services | History | Reduced | 5,544 | 1,101 | 0.74% | 0.78% | 869 | -244 | -4.22% | Q4 2025 | Jan 15, 2026 |
| Violich Capital Management, Inc. | History | No change | 5,540 | 1,100 | 0.12% | 0.13% | 870 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 5,519 | 1,096 | 0.22% | 0.24% | 871 | -482 | -8.03% | Q4 2025 | Feb 13, 2026 |
| ALTFEST L J & CO INC | History | No change | 5,504 | 1,093 | 0.12% | 0.12% | 872 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 5,496 | 1,091 | 0.23% | 0.4% | 873 | -2,238 | -28.94% | Q4 2025 | Feb 09, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 5,490 | 1,090 | 0.25% | 0.24% | 874 | -522 | -8.68% | Q4 2025 | Feb 02, 2026 |
| Kellett Wealth Advisors, LLC | History | Added to | 5,488 | 1,090 | 0.62% | 0.64% | 875 | +29 | 0.53% | Q4 2025 | Jan 23, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 5,485 | 1,089 | 0.11% | 0.1% | 876 | +337 | 6.55% | Q4 2025 | Jan 20, 2026 |
| Vavra Capital Management, LLC | History | New | 5,472 | 1,086 | 1.07% | — | 877 | +5,472 | New | Q4 2025 | Jan 22, 2026 |
| Vantus Wealth LLC | History | New | 5,455 | 1,083 | 0.8% | — | 878 | +5,455 | New | Q4 2025 | Feb 10, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 5,449 | 1,082 | 0.13% | 0.13% | 879 | -21 | -0.38% | Q4 2025 | Feb 03, 2026 |
| Raub Brock Capital Management LP | History | Added to | 5,429 | 1,078 | 0.24% | 0.23% | 880 | +25 | 0.46% | Q4 2025 | Jan 15, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 5,425 | 1,077 | 0.19% | 0.41% | 881 | -5,743 | -51.42% | Q4 2025 | Jan 07, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 5,409 | 1,074 | 0.77% | 1.34% | 882 | -3,770 | -41.07% | Q4 2025 | Feb 03, 2026 |
| Investment Advisory Group, LLC | History | Added to | 5,395 | 1,071 | 0.28% | 0.29% | 883 | +2 | 0.04% | Q4 2025 | Jan 23, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 5,387 | 1,069 | 0.57% | 0.76% | 884 | -1,982 | -26.9% | Q4 2025 | Feb 17, 2026 |
| Maridea Wealth Management LLC | History | Added to | 5,323 | 1,057 | 0.16% | 0.16% | 885 | +138 | 2.66% | Q4 2025 | Jan 08, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 5,317 | 1,056 | 0.23% | 0.26% | 886 | -540 | -9.22% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 5,313 | 1,055 | 0.0% | 0.0% | 887 | +1,814 | 51.84% | Q4 2025 | Feb 12, 2026 |
| Empower Advisory Group, LLC | History | Added to | 5,293 | 1,051 | 0.0% | 0.0% | 888 | +775 | 17.15% | Q4 2025 | Feb 12, 2026 |
| Noble Wealth Management PBC | History | Reduced | 5,290 | 1,050 | 0.53% | 0.68% | 889 | -1,277 | -19.45% | Q4 2025 | Jan 05, 2026 |
| GK Wealth Management LLC | History | Reduced | 5,269 | 1,046 | 0.69% | 0.75% | 890 | -40 | -0.75% | Q4 2025 | Jan 05, 2026 |
| FWG Investments, LLC. | History | Reduced | 5,260 | 1,044 | 0.67% | 0.91% | 891 | -1,573 | -23.02% | Q4 2025 | Jan 28, 2026 |
| First American Bank | History | No change | 5,252 | 1,043 | 0.06% | 0.06% | 892 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JT Stratford LLC | History | Reduced | 5,193 | 1,031 | 0.13% | 0.18% | 894 | -1,764 | -25.36% | Q4 2025 | Feb 12, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 5,192 | 1,031 | 0.0% | 0.0% | 893 | +140 | 2.77% | Q4 2025 | Feb 05, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 5,186 | 1,030 | 0.38% | 0.41% | 895 | -274 | -5.02% | Q4 2025 | Feb 04, 2026 |
| Wise Wealth Partners | History | Reduced | 5,184 | 1,029 | 1.48% | 1.56% | 896 | -74 | -1.41% | Q4 2025 | Jan 29, 2026 |
| Wolff Financial Management LLC | History | Reduced | 5,148 | 1,022 | 0.23% | 0.23% | 897 | -18 | -0.35% | Q4 2025 | Feb 06, 2026 |
| Calamos Wealth Management LLC | History | Added to | 5,141 | 1,021 | 0.04% | 0.03% | 898 | +403 | 8.51% | Q4 2025 | Jan 29, 2026 |
| InTrack Investment Management Inc | History | Reduced | 5,130 | 1,018 | 0.57% | 0.6% | 899 | -70 | -1.35% | Q4 2025 | Jan 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 5,056 | 1,004 | 0.27% | 0.26% | 900 | +1,856 | 58.0% | Q4 2025 | Feb 09, 2026 |
| VANGUARD GROUP INC | History | Added to | 5,053 | 1,003 | 0.0% | 0.0% | 901 | +399 | 8.57% | Q4 2025 | Jan 29, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 5,047 | 1,002 | 0.13% | 0.11% | 902 | +717 | 16.56% | Q4 2025 | Feb 04, 2026 |
| Claris Financial LLC | History | Reduced | 5,017 | 996 | 0.53% | 0.66% | 903 | -917 | -15.45% | Q4 2025 | Feb 19, 2026 |
| Galaxy Group Investments LLC | History | New | 5,000 | 993 | 0.12% | — | 905 | +5,000 | New | Q4 2025 | Mar 23, 2026 |
| FULTON BANK, N.A. | History | Added to | 5,004 | 993 | 0.03% | 0.03% | 904 | +1,144 | 29.64% | Q4 2025 | Jan 08, 2026 |
| LANE BROTHERS & CO INC | History | New | 4,968 | 986 | 0.71% | — | 906 | +4,968 | New | Q4 2025 | Mar 13, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 4,966 | 986 | 0.45% | 0.52% | 907 | -755 | -13.2% | Q4 2025 | Jan 21, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 4,958 | 984 | 0.33% | 0.45% | 908 | -2,648 | -34.81% | Q4 2025 | Jan 13, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 4,913 | 975 | 0.21% | — | 910 | +4,913 | New | Q4 2025 | Feb 18, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 4,914 | 975 | 0.11% | 0.12% | 909 | -355 | -6.74% | Q4 2025 | Feb 13, 2026 |
| FLC Capital Advisors | History | Added to | 4,894 | 972 | 0.18% | 0.18% | 911 | +67 | 1.39% | Q4 2025 | Feb 11, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 4,727 | 963 | 0.11% | 0.12% | 912 | -204 | -4.14% | Q4 2025 | Feb 03, 2026 |
| FLP Wealth Management, LLC | History | Added to | 26,019 | 959 | 2.26% | 2.85% | 913 | +20,811 | 399.6% | Q4 2025 | Jan 20, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 4,827 | 958 | 0.13% | 0.14% | 914 | -105 | -2.13% | Q4 2025 | Feb 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 4,821 | 957 | 0.0% | 0.0% | 915 | -311 | -6.06% | Q4 2025 | Feb 17, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 4,819 | 957 | 0.72% | 0.83% | 916 | +49 | 1.03% | Q4 2025 | Jan 20, 2026 |
| WASHINGTON TRUST Co | History | No change | 4,815 | 956 | 0.03% | 0.03% | 917 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Americana Partners, LLC | History | Reduced | 4,797 | 952 | 0.03% | 0.03% | 918 | -25 | -0.52% | Q4 2025 | Feb 06, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 4,717 | 936 | 0.13% | 0.31% | 919 | +1,846 | 64.3% | Q4 2025 | Feb 18, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 4,701 | 933 | 0.0% | 0.0% | 920 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Midwest Trust Co | History | Added to | 4,686 | 930 | 0.01% | 0.01% | 921 | +1,579 | 50.82% | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 4,676 | 928 | 0.0% | 0.0% | 922 | +25 | 0.54% | Q4 2025 | Feb 12, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 4,668 | 927 | 0.24% | 0.25% | 923 | -263 | -5.33% | Q4 2025 | Jan 23, 2026 |
| Altus Wealth Group LLC | History | Reduced | 4,634 | 920 | 0.37% | 0.4% | 926 | -401 | -7.96% | Q4 2025 | Feb 13, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 4,635 | 920 | 0.11% | 0.11% | 924 | -128 | -2.69% | Q4 2025 | Jan 29, 2026 |
| Soundwatch Capital LLC | History | Added to | 4,636 | 920 | 0.14% | 0.14% | 925 | +16 | 0.35% | Q4 2025 | Feb 10, 2026 |
| COMMERCE BANK | History | Added to | 4,584 | 910 | 0.01% | 0.0% | 927 | +255 | 5.89% | Q4 2025 | Feb 13, 2026 |
| Sonoma Private Wealth LLC | History | No change | 4,586 | 910 | 1.1% | 1.06% | 928 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Trust | History | No change | 4,516 | 897 | 0.17% | 0.17% | 929 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 4,401 | 896 | 0.26% | 0.2% | 930 | +1,335 | 43.54% | Q4 2025 | Feb 13, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 4,444 | 882 | 0.14% | 0.15% | 931 | -12 | -0.27% | Q4 2025 | Jan 28, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 4,432 | 880 | 0.11% | 0.22% | 932 | -3,993 | -47.39% | Q4 2025 | Feb 13, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 4,434 | 880 | 0.64% | 0.64% | 933 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Independence Bank of Kentucky | History | Added to | 4,398 | 873 | 0.11% | 0.06% | 934 | +2,091 | 90.64% | Q4 2025 | Jan 20, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 4,399 | 873 | 0.5% | 0.62% | 935 | -555 | -11.2% | Q4 2025 | Feb 09, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 4,376 | 869 | 0.53% | 1.04% | 936 | -4,400 | -50.14% | Q4 2025 | Jan 16, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 4,301 | 854 | 0.56% | 0.93% | 938 | -3,171 | -42.44% | Q4 2025 | Feb 10, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,300 | 854 | 0.02% | 0.02% | 937 | -39 | -0.9% | Q4 2025 | Feb 04, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 4,298 | 853 | 0.31% | 0.31% | 939 | +24 | 0.56% | Q4 2025 | Jan 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 4,268 | 847 | 0.23% | 0.17% | 941 | +1,410 | 49.34% | Q4 2025 | Feb 10, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 4,268 | 847 | 0.07% | 0.07% | 940 | +1 | 0.02% | Q4 2025 | Jan 12, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 4,221 | 838 | 0.12% | 0.11% | 943 | +650 | 18.2% | Q4 2025 | Feb 09, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 4,220 | 838 | 0.01% | 0.01% | 942 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 4,205 | 835 | 0.13% | 0.17% | 944 | -1,175 | -21.84% | Q4 2025 | Jan 21, 2026 |
| Atlatl Advisers LLC | History | Reduced | 4,195 | 833 | 0.32% | 0.61% | 945 | -3,708 | -46.92% | Q4 2025 | Feb 09, 2026 |
| Independent Advisor Alliance | History | New | 4,157 | 825 | 0.02% | — | 946 | +4,157 | New | Q4 2025 | Feb 04, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 4,145 | 823 | 0.38% | — | 948 | +4,145 | New | Q4 2025 | Feb 17, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 4,146 | 823 | 0.2% | 0.2% | 947 | -241 | -5.49% | Q4 2025 | Feb 13, 2026 |
| McAdam, LLC | History | Added to | 4,141 | 822 | 0.04% | 0.03% | 949 | +1,196 | 40.61% | Q4 2025 | Feb 13, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 4,140 | 822 | 0.09% | 0.09% | 950 | +220 | 5.61% | Q4 2025 | Jan 21, 2026 |
| FineMark National Bank & Trust | History | Reduced | 4,111 | 816 | 0.03% | 0.03% | 951 | -36 | -0.87% | Q4 2025 | Feb 12, 2026 |
| GatePass Capital, LLC | History | Reduced | 4,076 | 809 | 0.42% | 0.66% | 952 | -1,802 | -30.66% | Q4 2025 | Feb 09, 2026 |
| True North Advisors, LLC | History | Added to | 4,057 | 805 | 0.1% | 0.12% | 953 | +171 | 4.4% | Q4 2025 | Jan 22, 2026 |
| RHS Financial, LLC | History | Reduced | 4,039 | 802 | 0.39% | 0.43% | 954 | -270 | -6.27% | Q4 2025 | Jan 16, 2026 |
| New England Professional Planning Group Inc. | History | Added to | 4,035 | 801 | 0.34% | 0.36% | 955 | +13 | 0.32% | Q4 2025 | Jan 14, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 4,028 | 800 | 0.12% | — | 956 | +4,028 | New | Q4 2025 | Feb 13, 2026 |
| HCR Wealth Advisors | History | Added to | 4,019 | 798 | 0.08% | 0.08% | 957 | +100 | 2.55% | Q4 2025 | Jan 27, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 3,987 | 791 | 0.82% | 0.69% | 958 | -146 | -3.53% | Q4 2025 | Jan 16, 2026 |
| Continuum Advisory, LLC | History | Reduced | 3,979 | 790 | 0.08% | 0.09% | 959 | -602 | -13.14% | Q4 2025 | Feb 11, 2026 |
| Paulson Wealth Management Inc. | History | No change | 3,965 | 787 | 0.18% | 0.18% | 960 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OneAscent Family Office, LLC | History | Added to | 3,950 | 784 | 0.53% | 0.62% | 961 | +11 | 0.28% | Q4 2025 | Feb 11, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 3,938 | 782 | 0.04% | 0.04% | 962 | -399 | -9.2% | Q4 2025 | Jan 14, 2026 |
| NCM Capital Management, LLC | History | Added to | 3,939 | 782 | 0.29% | 0.29% | 963 | +100 | 2.6% | Q4 2025 | Mar 02, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 3,935 | 781 | 0.16% | 0.17% | 964 | +25 | 0.64% | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 3,912 | 776 | 0.06% | 0.06% | 965 | +17 | 0.44% | Q4 2025 | Feb 13, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 3,902 | 774 | 0.05% | 0.05% | 966 | -34 | -0.86% | Q4 2025 | Jan 22, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 3,874 | 769 | 0.03% | 0.02% | 967 | +795 | 25.82% | Q4 2025 | Feb 03, 2026 |
| Allie Family Office LLC | History | No change | 3,862 | 767 | 0.36% | 0.36% | 968 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 3,855 | 765 | 0.05% | 0.04% | 969 | +595 | 18.25% | Q4 2025 | Jan 23, 2026 |
| Northwest Capital Management Inc | History | Reduced | 3,836 | 761 | 3.3% | 2.81% | 970 | -9,901 | -72.08% | Q4 2025 | Jan 26, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 3,816 | 757 | 1.69% | 1.72% | 971 | -40 | -1.04% | Q4 2025 | Feb 13, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 3,804 | 755 | 0.41% | 0.72% | 972 | -2,744 | -41.91% | Q4 2025 | Jan 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 3,795 | 753 | 0.04% | 0.17% | 973 | -12,001 | -75.97% | Q4 2025 | Jan 07, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 3,763 | 747 | 0.14% | 0.1% | 974 | +1,259 | 50.28% | Q4 2025 | Jan 21, 2026 |
| Boston Trust Walden Corp | History | Reduced | 3,748 | 744 | 0.01% | 0.01% | 975 | -254 | -6.35% | Q4 2025 | Jan 28, 2026 |
| MBL Wealth, LLC | History | Added to | 3,739 | 742 | 0.06% | 0.06% | 976 | +224 | 6.37% | Q4 2025 | Jan 21, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 3,730 | 740 | 0.24% | 0.25% | 977 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 3,719 | 738 | 0.37% | 0.64% | 979 | -3,032 | -44.91% | Q4 2025 | Feb 12, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 3,717 | 738 | 0.03% | 0.03% | 978 | -203 | -5.18% | Q4 2025 | Feb 10, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 3,699 | 734 | 0.05% | 0.06% | 980 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Firestone Capital Management | History | Reduced | 3,695 | 733 | 0.16% | 0.16% | 981 | -1 | -0.03% | Q4 2025 | Feb 09, 2026 |
| DAVIDSON TRUST CO | History | Added to | 3,655 | 726 | 0.3% | 0.28% | 982 | +224 | 6.53% | Q4 2025 | Jan 27, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 3,641 | 723 | 0.05% | 0.05% | 983 | +52 | 1.45% | Q4 2025 | Feb 20, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 3,634 | 721 | 0.2% | 0.3% | 984 | -1,867 | -33.94% | Q4 2025 | Feb 06, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 3,625 | 719 | 0.2% | 0.37% | 985 | -4,680 | -56.35% | Q4 2025 | Jan 12, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 3,624 | 719 | 0.01% | 0.02% | 986 | -1,039 | -22.28% | Q4 2025 | Feb 06, 2026 |
| 4J Wealth Management LLC | History | No change | 3,607 | 716 | 0.41% | 0.41% | 987 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Indie Asset Partners, LLC | History | Added to | 3,592 | 713 | 0.79% | 0.84% | 988 | +362 | 11.21% | Q4 2025 | Feb 03, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Reduced | 3,580 | 711 | 0.21% | 0.26% | 990 | -800 | -18.26% | Q4 2025 | Jan 23, 2026 |
| Northside Capital Management, LLC | History | No change | 3,582 | 711 | 0.06% | 0.06% | 989 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Adelphi Trust Co | History | New | 3,567 | 708 | 0.58% | — | 991 | +3,567 | New | Q4 2025 | Jan 26, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 3,550 | 705 | 0.42% | 0.47% | 992 | -379 | -9.65% | Q4 2025 | Jan 21, 2026 |
| TFR Capital, LLC. | History | Added to | 3,541 | 703 | 0.23% | 0.23% | 993 | +64 | 1.84% | Q4 2025 | Jan 27, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 3,520 | 699 | 0.35% | 0.61% | 994 | -2,351 | -40.04% | Q4 2025 | Feb 02, 2026 |
| Clark Asset Management, LLC | History | New | 3,495 | 694 | 0.07% | — | 995 | +3,495 | New | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,479 | 690 | 0.01% | 0.0% | 996 | +2,849 | 452.22% | Q4 2025 | Jan 20, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 3,391 | 686 | 0.12% | 0.09% | 997 | +867 | 34.35% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 3,446 | 684 | 0.3% | 0.33% | 998 | -482 | -12.27% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 3,439 | 683 | 0.01% | 0.01% | 999 | -70 | -1.99% | Q4 2025 | Feb 06, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 3,434 | 682 | 0.5% | 0.51% | 1000 | +10 | 0.29% | Q4 2025 | Jan 23, 2026 |
| Painted Porch Advisors LLC | History | New | 3,433 | 681 | 0.27% | — | 1001 | +3,433 | New | Q4 2025 | Mar 19, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 3,430 | 681 | 0.16% | 0.14% | 1002 | +142 | 4.32% | Q4 2025 | Jan 14, 2026 |
| Olde Wealth Management, LLC | History | No change | 3,427 | 680 | 0.21% | 0.21% | 1003 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Elevation Wealth Management LLC | History | New | 3,418 | 678 | 0.65% | — | 1004 | +3,418 | New | Q4 2025 | Feb 12, 2026 |
| GenTrust, LLC | History | No change | 3,400 | 675 | 0.03% | 0.03% | 1005 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 3,369 | 669 | 0.01% | 0.27% | 1006 | -346,165 | -99.04% | Q4 2025 | Feb 20, 2026 |
| Bogart Wealth, LLC | History | Reduced | 3,372 | 669 | 0.03% | 0.04% | 1007 | -1,736 | -33.99% | Q4 2025 | Jan 30, 2026 |
| Palisade Asset Management, LLC | History | No change | 3,365 | 668 | 0.07% | 0.06% | 1008 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Procyon Advisors, LLC | History | Added to | 3,361 | 667 | 0.03% | 0.04% | 1009 | +11 | 0.33% | Q4 2025 | Jan 07, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 3,354 | 666 | 0.04% | 0.04% | 1010 | -268 | -7.4% | Q4 2025 | Feb 13, 2026 |
| Rathbones Group PLC | History | Added to | 3,329 | 661 | 0.0% | 0.0% | 1011 | +513 | 18.22% | Q4 2025 | Feb 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 3,284 | 652 | 0.01% | 0.01% | 1012 | +1,084 | 49.27% | Q4 2025 | Jan 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 3,277 | 650 | 0.05% | 0.05% | 1013 | +188 | 6.09% | Q4 2025 | Jan 07, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 3,251 | 645 | 0.28% | 0.33% | 1014 | -2,432 | -42.79% | Q4 2025 | Feb 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 3,243 | 644 | 0.01% | 0.01% | 1015 | -463 | -12.49% | Q4 2025 | Feb 03, 2026 |
| Quartz Partners, LLC | History | Added to | 3,235 | 642 | 0.24% | 0.21% | 1016 | +263 | 8.85% | Q4 2025 | Feb 13, 2026 |
| BCS Wealth Management | History | Added to | 3,224 | 640 | 0.06% | 0.07% | 1017 | +1,612 | 100.0% | Q4 2025 | Jan 26, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 3,215 | 638 | 0.04% | 0.04% | 1019 | -222 | -6.46% | Q4 2025 | Jan 22, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 3,217 | 638 | 0.16% | 0.17% | 1018 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sachetta, LLC | History | No change | 3,209 | 637 | 0.35% | 0.23% | 1020 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 3,198 | 635 | 0.35% | 0.36% | 1021 | -52 | -1.6% | Q4 2025 | Feb 18, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 3,183 | 632 | 0.27% | 0.27% | 1022 | +102 | 3.31% | Q4 2025 | Jan 22, 2026 |
| SouthState Bank Corp | History | Reduced | 3,168 | 629 | 0.03% | 0.04% | 1023 | -834 | -20.84% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,171 | 629 | 0.07% | 0.07% | 1024 | +104 | 3.39% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | Added to | 3,165 | 628 | 0.01% | 0.01% | 1025 | +196 | 6.6% | Q4 2025 | Feb 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 3,148 | 625 | 0.12% | 0.28% | 1026 | -3,751 | -54.37% | Q4 2025 | Feb 04, 2026 |
| Anchor Investment Management, LLC | History | No change | 3,100 | 615 | 0.05% | 0.05% | 1027 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 3,092 | 614 | 0.01% | 0.01% | 1028 | -11 | -0.35% | Q4 2025 | Jan 13, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | New | 3,091 | 613 | 0.1% | — | 1029 | +3,091 | New | Q4 2025 | Feb 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 3,077 | 611 | 0.02% | 0.01% | 1030 | +689 | 28.85% | Q4 2025 | Feb 09, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 3,081 | 611 | 0.02% | 0.02% | 1031 | -3 | -0.1% | Q4 2025 | Jan 14, 2026 |
| TruNorth Capital Management, LLC | History | No change | 3,063 | 608 | 0.12% | 0.12% | 1032 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 3,047 | 605 | 0.0% | — | 1033 | +3,047 | New | Q4 2025 | Feb 17, 2026 |
| NOVEM GROUP | History | Reduced | 3,046 | 605 | 0.07% | 0.07% | 1034 | -231 | -7.05% | Q4 2025 | Jan 27, 2026 |
| Neuberger Berman Group LLC | History | Added to | 3,027 | 601 | 0.0% | 0.0% | 1035 | +443 | 17.14% | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | Added to | 2,977 | 591 | 0.02% | 0.02% | 1036 | +746 | 33.44% | Q4 2025 | Feb 10, 2026 |
| Genesis Wealth Advisors, LLC | History | Reduced | 2,967 | 589 | 0.4% | 0.51% | 1037 | -791 | -21.05% | Q4 2025 | Feb 13, 2026 |
| Oath Planning, LLC | History | New | 2,962 | 588 | 0.58% | — | 1038 | +2,962 | New | Q4 2025 | Feb 12, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 2,959 | 587 | 0.37% | 0.36% | 1040 | -13 | -0.44% | Q4 2025 | Jan 14, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 2,957 | 587 | 0.08% | 0.09% | 1039 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Opus Financial Solutions LLC | History | New | 2,953 | 586 | 0.55% | — | 1041 | +2,953 | New | Q4 2025 | Feb 17, 2026 |
| BBR PARTNERS, LLC | History | Added to | 2,944 | 584 | 0.03% | 0.03% | 1042 | +302 | 11.43% | Q4 2025 | Feb 11, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 2,940 | 583 | 0.12% | 0.12% | 1043 | -42 | -1.41% | Q4 2025 | Feb 03, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 2,902 | 576 | 0.08% | 0.05% | 1044 | +1,189 | 69.41% | Q4 2025 | Feb 09, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 2,894 | 574 | 0.39% | 0.41% | 1045 | -34 | -1.16% | Q4 2025 | Jan 27, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 2,893 | 574 | 0.06% | 0.06% | 1046 | -30 | -1.03% | Q4 2025 | Mar 03, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 2,889 | 573 | 0.26% | — | 1047 | +2,889 | New | Q4 2025 | Feb 06, 2026 |
| Palatine Hill Wealth Management, LLC | History | New | 2,881 | 572 | 0.46% | — | 1048 | +2,881 | New | Q4 2025 | Feb 10, 2026 |
| Heritage Family Offices, LLP | History | Added to | 2,878 | 571 | 0.26% | 0.25% | 1049 | +95 | 3.41% | Q4 2025 | Jan 12, 2026 |
| Johnson Financial Group, LLC | History | Added to | 2,873 | 570 | 0.04% | 0.03% | 1050 | +1,152 | 66.94% | Q4 2025 | Feb 10, 2026 |
| Atlas Brown,Inc. | History | Reduced | 2,866 | 569 | 0.17% | 0.17% | 1051 | -23 | -0.8% | Q4 2025 | Jan 09, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 2,862 | 568 | 0.01% | 0.01% | 1052 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SYM FINANCIAL Corp | History | Added to | 2,846 | 565 | 0.06% | 0.06% | 1053 | +174 | 6.51% | Q4 2025 | Feb 13, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 2,842 | 564 | 0.17% | 0.21% | 1054 | -264 | -8.5% | Q4 2025 | Jan 15, 2026 |
| First Financial Group Corp | History | Added to | 2,837 | 563 | 0.48% | 0.48% | 1055 | +1 | 0.04% | Q4 2025 | Jan 28, 2026 |
| IPG Investment Advisors LLC | History | No change | 2,819 | 559 | 0.1% | 0.1% | 1056 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 2,811 | 558 | 0.18% | 0.18% | 1057 | +7 | 0.25% | Q4 2025 | Jan 27, 2026 |
| 46 Peaks LLC | History | New | 2,796 | 555 | 0.41% | — | 1058 | +2,796 | New | Q4 2025 | Feb 26, 2026 |
| Wedmont Private Capital | History | Reduced | 2,747 | 554 | 0.02% | 0.02% | 1060 | -265 | -8.8% | Q4 2025 | Jan 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 2,791 | 554 | 0.05% | 0.06% | 1059 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Gibbs Wealth Management | History | No change | 2,708 | 552 | 0.13% | 0.12% | 1061 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 2,735 | 543 | 0.02% | 0.02% | 1062 | +351 | 14.72% | Q4 2025 | Feb 09, 2026 |
| LS Investment Advisors, LLC | History | No change | 2,735 | 543 | 0.08% | 0.07% | 1063 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 2,731 | 542 | 0.05% | 0.07% | 1064 | -668 | -19.65% | Q4 2025 | Jan 23, 2026 |
| KENNEDY INVESTMENT GROUP | History | Added to | 2,707 | 537 | 0.2% | 0.19% | 1065 | +224 | 9.02% | Q4 2025 | Feb 06, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 2,693 | 534 | 0.39% | 0.54% | 1066 | -868 | -24.38% | Q4 2025 | Jan 20, 2026 |
| Legacy Advisors, LLC | History | Added to | 2,685 | 533 | 0.06% | 0.06% | 1067 | +88 | 3.39% | Q4 2025 | Jan 27, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 2,684 | 533 | 0.22% | 0.24% | 1068 | -59 | -2.15% | Q4 2025 | Feb 17, 2026 |
| Exchange Bank | History | Reduced | 2,660 | 528 | 0.37% | 0.36% | 1069 | -24 | -0.89% | Q4 2025 | Jan 13, 2026 |
| Crewe Advisors LLC | History | Reduced | 2,650 | 526 | 0.05% | 0.06% | 1070 | -389 | -12.8% | Q4 2025 | Jan 16, 2026 |
| Fort Point Capital Partners LLC | History | No change | 2,580 | 525 | 0.06% | 0.06% | 1071 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 2,639 | 524 | 0.05% | 0.06% | 1072 | -79 | -2.91% | Q4 2025 | Jan 12, 2026 |
| TRUST CO OF VERMONT | History | Added to | 2,626 | 521 | 0.02% | 0.02% | 1073 | +29 | 1.12% | Q4 2025 | Jan 16, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 2,621 | 520 | 0.01% | 0.01% | 1074 | +208 | 8.62% | Q4 2025 | Jan 28, 2026 |
| Legacy Wealth Partners, LLC | History | New | 2,614 | 519 | 0.13% | — | 1075 | +2,614 | New | Q4 2025 | Feb 17, 2026 |
| Citizens National Bank Trust Department | History | No change | 2,606 | 517 | 0.09% | 0.09% | 1076 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Avior Wealth Management, LLC | History | Added to | 2,593 | 514 | 0.02% | 0.02% | 1077 | +194 | 8.09% | Q4 2025 | Jan 06, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 2,585 | 513 | 0.03% | 0.03% | 1078 | -614 | -19.19% | Q4 2025 | Feb 17, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,584 | 513 | 0.44% | 0.45% | 1080 | +9 | 0.35% | Q4 2025 | Jan 26, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 2,586 | 513 | 0.03% | 0.04% | 1079 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 2,578 | 512 | 0.02% | 0.02% | 1081 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 2,570 | 510 | 0.05% | 0.05% | 1082 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 2,564 | 509 | 0.01% | 0.03% | 1083 | -2,380 | -48.14% | Q4 2025 | Jan 22, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 2,560 | 508 | 0.0% | — | 1084 | +2,560 | New | Q4 2025 | Feb 17, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 2,562 | 508 | 0.09% | 0.09% | 1085 | +8 | 0.31% | Q4 2025 | Jan 26, 2026 |
| Ledyard National Bank | History | Reduced | 2,551 | 506 | 0.04% | 0.05% | 1086 | -269 | -9.54% | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,548 | 506 | 0.02% | 0.02% | 1087 | -7 | -0.27% | Q4 2025 | Feb 06, 2026 |
| VIAWEALTH, LLC | History | Reduced | 2,539 | 504 | 0.28% | 0.31% | 1088 | -423 | -14.28% | Q4 2025 | Feb 10, 2026 |
| Edgestream Partners, L.P. | History | New | 2,514 | 499 | 0.01% | — | 1089 | +2,514 | New | Q4 2025 | Feb 13, 2026 |
| Disciplined Investments, LLC | History | No change | 2,503 | 497 | 0.19% | 0.19% | 1090 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Leo Wealth, LLC | History | New | 2,499 | 496 | 0.04% | — | 1091 | +2,499 | New | Q4 2025 | Jan 21, 2026 |
| Lansing Street Advisors | History | Added to | 2,497 | 495 | 0.13% | 0.13% | 1092 | +7 | 0.28% | Q4 2025 | Jan 26, 2026 |
| COFG Advisors, LLC | History | New | 2,491 | 494 | 0.12% | — | 1093 | +2,491 | New | Q4 2025 | Feb 10, 2026 |
| Empowered Funds, LLC | History | New | 2,470 | 490 | 0.01% | — | 1094 | +2,470 | New | Q4 2025 | Feb 18, 2026 |
| LongView Wealth Management | History | Added to | 2,398 | 489 | 0.12% | 0.09% | 1095 | +742 | 44.81% | Q4 2025 | Jan 13, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 2,461 | 488 | 0.05% | 0.05% | 1096 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GWN SECURITIES INC. | History | Reduced | 2,452 | 487 | 0.1% | 0.21% | 1097 | -2,115 | -46.31% | Q4 2025 | Feb 11, 2026 |
| TritonPoint Partners, LLC | History | New | 2,449 | 486 | 0.26% | — | 1099 | +2,449 | New | Q4 2025 | Feb 13, 2026 |
| Busey Bank | History | Reduced | 2,451 | 486 | 0.01% | 0.02% | 1098 | -555 | -18.46% | Q4 2025 | Jan 27, 2026 |
| Imprint Wealth LLC | History | Reduced | 2,443 | 485 | 2.27% | 3.12% | 1100 | -2,577 | -51.33% | Q4 2025 | Feb 17, 2026 |
| Sequent Planning LLC | History | New | 2,445 | 485 | 0.12% | — | 1101 | +2,445 | New | Q4 2025 | Feb 05, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 2,439 | 484 | 0.1% | 0.08% | 1102 | -149 | -5.76% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 2,363 | 481 | 0.02% | 0.02% | 1103 | -117 | -4.72% | Q4 2025 | Jan 27, 2026 |
| PUREfi Wealth, LLC | History | Reduced | 2,420 | 480 | 0.37% | 0.72% | 1106 | -2,396 | -49.75% | Q4 2025 | Jan 12, 2026 |
| Key FInancial Inc | History | Added to | 2,420 | 480 | 0.09% | 0.08% | 1105 | +94 | 4.04% | Q4 2025 | Feb 09, 2026 |
| Asset Dedication, LLC | History | Added to | 2,421 | 480 | 0.03% | 0.03% | 1104 | +3 | 0.12% | Q4 2025 | Jan 26, 2026 |
| Darden Wealth Group Inc | History | Reduced | 2,393 | 475 | 0.23% | 0.25% | 1109 | -25 | -1.03% | Q4 2025 | Feb 09, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 2,392 | 475 | 0.22% | 0.23% | 1110 | -13 | -0.54% | Q4 2025 | Feb 06, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 2,396 | 475 | 0.14% | 0.15% | 1108 | -4 | -0.17% | Q4 2025 | Jan 27, 2026 |
| Integrity Financial Corp /WA | History | No change | 2,392 | 475 | 0.24% | 0.22% | 1107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Index Technologies Group LLC | History | New | 2,374 | 471 | 0.49% | — | 1112 | +2,374 | New | Q4 2025 | Feb 12, 2026 |
| Fermata Advisors, LLC | History | No change | 2,376 | 471 | 0.11% | 0.12% | 1111 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| SFMG, LLC | History | New | 2,368 | 470 | 0.03% | — | 1113 | +2,368 | New | Q4 2025 | Feb 10, 2026 |
| Aegis Wealth Management, Inc. | History | New | 2,367 | 470 | 0.37% | — | 1115 | +2,367 | New | Q4 2025 | Feb 05, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 2,368 | 470 | 0.09% | 0.09% | 1114 | -20 | -0.84% | Q4 2025 | Feb 13, 2026 |
| ASPIRIANT, LLC | History | Added to | 2,364 | 469 | 0.01% | 0.01% | 1116 | +263 | 12.52% | Q4 2025 | Jan 20, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 2,348 | 468 | 0.18% | 0.2% | 1118 | -298 | -11.26% | Q4 2025 | Feb 13, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 2,356 | 468 | 0.03% | 0.03% | 1117 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fortune Financial Advisors, LLC | History | Reduced | 2,341 | 465 | 0.31% | 0.34% | 1119 | -7 | -0.3% | Q4 2025 | Jan 23, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 2,335 | 463 | 0.02% | 0.03% | 1120 | -442 | -15.92% | Q4 2025 | Mar 04, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 2,312 | 459 | 0.03% | 0.03% | 1122 | -180 | -7.22% | Q4 2025 | Jan 16, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 2,313 | 459 | 0.04% | 0.04% | 1121 | -47 | -1.99% | Q4 2025 | Jan 23, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 2,309 | 458 | 0.13% | 0.14% | 1124 | -28 | -1.2% | Q4 2025 | Jan 20, 2026 |
| Madison Asset Management, LLC | History | No change | 2,309 | 458 | 0.01% | 0.0% | 1123 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 2,251 | 456 | 0.04% | 0.04% | 1125 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BNB Wealth Management, LLC | History | New | 2,290 | 454 | 0.29% | — | 1128 | +2,290 | New | Q4 2025 | Feb 17, 2026 |
| AlphaStar Capital Management, LLC | History | New | 2,289 | 454 | 0.03% | — | 1126 | +2,289 | New | Q4 2025 | Feb 02, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 2,289 | 454 | 0.16% | 0.13% | 1127 | +433 | 23.33% | Q4 2025 | Jan 22, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 2,282 | 453 | 0.0% | — | 1129 | +2,282 | New | Q4 2025 | Feb 17, 2026 |
| Veridan Wealth LLC | History | Reduced | 2,271 | 451 | 0.15% | 0.16% | 1131 | -122 | -5.1% | Q4 2025 | Feb 13, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 2,271 | 451 | 0.23% | 0.24% | 1130 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CapWealth Advisors, LLC | History | No change | 2,270 | 450 | 0.03% | 0.03% | 1132 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kingdom Financial Group LLC. | History | New | 2,256 | 448 | 0.14% | — | 1133 | +2,256 | New | Q4 2025 | Feb 06, 2026 |
| Forefront Wealth Partners, LLC | History | New | 2,240 | 444 | 0.21% | — | 1135 | +2,240 | New | Q4 2025 | Feb 06, 2026 |
| Lodestone Wealth Management LLC | History | No change | 2,240 | 444 | 0.18% | 0.2% | 1134 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| JDM Financial Group LLC | History | Reduced | 2,234 | 443 | 0.17% | 0.2% | 1136 | -207 | -8.48% | Q4 2025 | Feb 02, 2026 |
| Sensible Money, LLC | History | Reduced | 2,232 | 443 | 0.14% | 0.15% | 1137 | -12 | -0.53% | Q4 2025 | Feb 09, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 2,228 | 442 | 0.01% | 0.01% | 1138 | -232 | -9.43% | Q4 2025 | Feb 10, 2026 |
| Advance Capital Management, Inc. | History | Added to | 2,219 | 440 | 0.02% | 0.02% | 1139 | +41 | 1.88% | Q4 2025 | Jan 06, 2026 |
| London & Capital Asset Management Ltd | History | New | 2,213 | 439 | 0.0% | — | 1140 | +2,213 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,207 | 438 | 0.0% | — | 1141 | +2,207 | New | Q4 2025 | Feb 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 2,210 | 438 | 0.04% | 0.03% | 1142 | +591 | 36.5% | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,208 | 438 | 0.02% | 0.02% | 1143 | +543 | 32.61% | Q4 2025 | Feb 10, 2026 |
| Riverbend Wealth Management, LLC | History | Reduced | 2,207 | 438 | 0.27% | 0.33% | 1144 | -202 | -8.39% | Q4 2025 | Jan 29, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 2,203 | 437 | 0.26% | 0.26% | 1145 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 2,187 | 434 | 0.03% | 0.03% | 1146 | +4 | 0.18% | Q4 2025 | Feb 05, 2026 |
| VestGen Investment Management | History | Reduced | 2,185 | 433 | 0.24% | 0.54% | 1147 | -2,478 | -53.14% | Q4 2025 | Feb 18, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 2,181 | 433 | 0.06% | — | 1150 | +2,181 | New | Q4 2025 | Feb 10, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 2,184 | 433 | 0.24% | 0.2% | 1149 | +541 | 32.93% | Q4 2025 | Feb 03, 2026 |
| Oxinas Partners, LLC | History | Reduced | 2,181 | 433 | 0.21% | 0.23% | 1148 | -27 | -1.22% | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,176 | 432 | 0.0% | 0.0% | 1151 | +276 | 14.53% | Q4 2025 | Feb 12, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 2,171 | 431 | 0.15% | 0.15% | 1152 | +33 | 1.54% | Q4 2025 | Jan 20, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 2,136 | 424 | 0.28% | 0.34% | 1153 | -293 | -12.06% | Q4 2025 | Jan 07, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 2,130 | 423 | 0.06% | 0.14% | 1154 | -2,516 | -54.15% | Q4 2025 | Jan 27, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 2,124 | 421 | 0.04% | 0.04% | 1155 | -15 | -0.7% | Q4 2025 | Feb 09, 2026 |
| LVW Advisors, LLC | History | Reduced | 2,114 | 419 | 0.04% | 0.06% | 1156 | -738 | -25.88% | Q4 2025 | Jan 14, 2026 |
| Klingman & Associates, LLC | History | No change | 2,114 | 419 | 0.02% | 0.02% | 1157 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Argentarii, LLC | History | No change | 2,113 | 419 | 0.14% | 0.16% | 1158 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 2,099 | 417 | 0.01% | 0.02% | 1160 | -1,855 | -46.91% | Q4 2025 | Feb 06, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 2,096 | 417 | 0.07% | 0.07% | 1159 | -23 | -1.09% | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,077 | 412 | 0.0% | 0.0% | 1161 | +5 | 0.24% | Q4 2025 | Feb 17, 2026 |
| Alpha Financial Partners, LLC | History | Reduced | 2,071 | 411 | 0.25% | 0.59% | 1162 | -2,621 | -55.86% | Q4 2025 | Feb 10, 2026 |
| Frankly Finances, LLC | History | New | 2,062 | 409 | 0.36% | — | 1163 | +2,062 | New | Q4 2025 | Jan 26, 2026 |
| Farnam Financial LLC | History | Reduced | 2,046 | 406 | 0.31% | 0.42% | 1164 | -730 | -26.3% | Q4 2025 | Jan 26, 2026 |
| Daybright Advisory Services, Inc. | History | New | 2,044 | 405 | 0.11% | — | 1165 | +2,044 | New | Q4 2025 | Feb 12, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 2,034 | 404 | 0.76% | — | 1166 | +2,034 | New | Q4 2025 | Feb 18, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 2,027 | 402 | 0.01% | 0.01% | 1167 | -64 | -3.06% | Q4 2025 | Jan 07, 2026 |
| Blue Capital, Inc. | History | Reduced | 2,021 | 401 | 0.29% | 0.62% | 1168 | -2,305 | -53.28% | Q4 2025 | Feb 23, 2026 |
| Waterway Wealth Management, LLC | History | No change | 2,011 | 399 | 0.09% | 0.09% | 1169 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 2,006 | 398 | 0.0% | 0.0% | 1170 | +140 | 7.5% | Q4 2025 | Feb 17, 2026 |
| Provident Wealth Management, LLC | History | No change | 2,000 | 397 | 0.12% | 0.12% | 1171 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Corundum Group, Inc. | History | No change | 1,994 | 396 | 0.13% | 0.16% | 1172 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 1,988 | 394 | 0.01% | 0.01% | 1173 | -535 | -21.2% | Q4 2025 | Feb 03, 2026 |
| Apex Wealth Management, LLC | History | Added to | 1,938 | 394 | 0.4% | 0.25% | 1174 | +104 | 5.67% | Q4 2025 | Jan 26, 2026 |
| WHALEROCK POINT PARTNERS, LLC | History | No change | 1,975 | 392 | 0.07% | 0.08% | 1175 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Added to | 1,959 | 389 | 0.12% | 0.12% | 1178 | +78 | 4.15% | Q4 2025 | Feb 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 1,960 | 389 | 0.04% | 0.04% | 1176 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 1,958 | 389 | 0.27% | 0.27% | 1177 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 1,957 | 388 | 0.36% | — | 1179 | +1,957 | New | Q4 2025 | Feb 27, 2026 |
| Gradient Investments LLC | History | Reduced | 1,953 | 387 | 0.01% | 0.01% | 1180 | -354 | -15.34% | Q4 2025 | Jan 08, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 1,942 | 387 | 0.52% | 0.5% | 1181 | +105 | 5.72% | Q4 2025 | Feb 10, 2026 |
| CWS Financial Advisors, LLC | History | No change | 1,920 | 381 | 0.1% | 0.1% | 1182 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SMART Wealth LLC | History | New | 1,918 | 380 | 0.12% | — | 1183 | +1,918 | New | Q4 2025 | Jan 26, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 1,909 | 379 | 0.07% | — | 1184 | +1,909 | New | Q4 2025 | Feb 13, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 1,898 | 377 | 0.09% | 0.32% | 1188 | -4,676 | -71.13% | Q4 2025 | Jan 15, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 1,902 | 377 | 0.09% | 0.07% | 1187 | +328 | 20.84% | Q4 2025 | Feb 05, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 1,902 | 377 | 0.63% | 0.5% | 1186 | -8 | -0.42% | Q4 2025 | Feb 09, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | Added to | 1,899 | 377 | 0.1% | 0.1% | 1185 | +1 | 0.05% | Q4 2025 | Feb 12, 2026 |
| Fulcrum Equity Management | History | Reduced | 1,890 | 375 | 0.36% | 0.88% | 1189 | -2,601 | -57.92% | Q4 2025 | Jan 06, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 1,885 | 374 | 0.25% | 0.32% | 1190 | -120 | -5.99% | Q4 2025 | Jan 15, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 1,878 | 372 | 0.1% | 0.1% | 1191 | +4 | 0.21% | Q4 2025 | Jan 13, 2026 |
| NIXON PEABODY TRUST CO | History | New | 1,869 | 371 | 0.03% | — | 1193 | +1,869 | New | Q4 2025 | Feb 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,871 | 371 | 0.02% | 0.02% | 1192 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 1,867 | 370 | 0.05% | 0.09% | 1194 | -1,167 | -38.46% | Q4 2025 | Feb 06, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 1,863 | 369 | 0.02% | 0.02% | 1195 | -54 | -2.82% | Q4 2025 | Feb 03, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 1,857 | 368 | 0.43% | — | 1196 | +1,857 | New | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 1,848 | 367 | 0.01% | 0.02% | 1198 | -568 | -23.51% | Q4 2025 | Jan 14, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 1,835 | 367 | 0.04% | 0.04% | 1197 | +84 | 4.8% | Q4 2025 | Feb 17, 2026 |
| Envision Financial Planning, LLC | History | No change | 1,844 | 366 | 0.14% | 0.15% | 1199 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smithfield Trust Co | History | No change | 1,828 | 365 | 0.02% | 0.02% | 1200 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 1,834 | 364 | 0.02% | 0.02% | 1201 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 1,828 | 363 | 0.02% | 0.02% | 1203 | +187 | 11.4% | Q4 2025 | Jan 26, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 1,814 | 363 | 0.0% | 0.0% | 1202 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Hobart Private Capital, LLC | History | Added to | 1,824 | 362 | 0.07% | 0.07% | 1204 | +176 | 10.68% | Q4 2025 | Jan 27, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 1,819 | 361 | 0.08% | 0.07% | 1205 | +140 | 8.34% | Q4 2025 | Jan 16, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 1,820 | 361 | 0.2% | 0.2% | 1206 | +1 | 0.05% | Q4 2025 | Feb 10, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 1,816 | 360 | 0.1% | 0.12% | 1207 | -213 | -10.5% | Q4 2025 | Feb 11, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 1,806 | 358 | 0.06% | 0.06% | 1208 | -98 | -5.15% | Q4 2025 | Feb 06, 2026 |
| Kendall Capital Management | History | No change | 1,800 | 357 | 0.07% | 0.08% | 1209 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Avion Wealth | History | Added to | 1,784 | 354 | 0.07% | 0.07% | 1210 | +8 | 0.45% | Q4 2025 | Jan 23, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 1,778 | 353 | 0.24% | 0.32% | 1212 | -457 | -20.45% | Q4 2025 | Feb 17, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 1,780 | 353 | 0.12% | 0.15% | 1213 | -161 | -8.29% | Q4 2025 | Jan 13, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 1,782 | 353 | 0.11% | 0.11% | 1211 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,768 | 351 | 0.02% | 0.02% | 1214 | -402 | -18.53% | Q4 2025 | Jan 20, 2026 |
| CogentBlue Wealth Advisors, LLC | History | No change | 1,755 | 348 | 0.24% | 0.23% | 1215 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 1,745 | 346 | 0.03% | 0.04% | 1216 | -600 | -25.59% | Q4 2025 | Feb 09, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 1,741 | 345 | 0.03% | 0.04% | 1217 | -53 | -2.95% | Q4 2025 | Feb 13, 2026 |
| Clarity Financial LLC | History | Reduced | 1,733 | 344 | 0.03% | 0.03% | 1219 | -55 | -3.08% | Q4 2025 | Jan 28, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 1,735 | 344 | 0.03% | 0.03% | 1218 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Timonier Family Office, LTD. | History | No change | 1,733 | 344 | 0.11% | 0.11% | 1220 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Van Diest Capital, LLC | History | New | 1,732 | 343 | 0.51% | — | 1223 | +1,732 | New | Q4 2025 | Feb 19, 2026 |
| FSR Wealth Management Ltd. | History | Reduced | 1,731 | 343 | 0.4% | 0.57% | 1222 | -729 | -29.63% | Q4 2025 | Jan 27, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 1,728 | 343 | 0.02% | 0.02% | 1221 | -31 | -1.76% | Q4 2025 | Feb 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 1,727 | 342 | 0.01% | 0.01% | 1224 | -139 | -7.45% | Q4 2025 | Jan 23, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 1,721 | 341 | 0.1% | 0.21% | 1225 | -1,904 | -52.52% | Q4 2025 | Jan 29, 2026 |
| SB Capital Management Inc | History | New | 1,712 | 340 | 0.12% | — | 1226 | +1,712 | New | Q4 2025 | Feb 20, 2026 |
| GAMMA Investing LLC | History | Added to | 1,716 | 340 | 0.02% | 0.02% | 1227 | +58 | 3.5% | Q4 2025 | Jan 05, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 1,702 | 338 | 0.04% | 0.04% | 1229 | +62 | 3.78% | Q4 2025 | Jan 23, 2026 |
| Solstein Capital, LLC | History | No change | 1,702 | 338 | 0.14% | 0.08% | 1228 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 1,700 | 337 | 0.03% | 0.04% | 1230 | -27 | -1.56% | Q4 2025 | Jan 20, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 1,695 | 336 | 0.08% | 0.08% | 1231 | -2 | -0.12% | Q4 2025 | Feb 09, 2026 |
| OneAscent Financial Services LLC | History | New | 1,689 | 335 | 0.03% | — | 1232 | +1,689 | New | Q4 2025 | Feb 11, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 1,682 | 334 | 0.05% | 1.07% | 1234 | -35,891 | -95.52% | Q4 2025 | Jan 06, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 1,684 | 334 | 0.01% | 0.01% | 1233 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 1,670 | 331 | 0.01% | 0.01% | 1235 | -207 | -11.03% | Q4 2025 | Jan 12, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 1,661 | 329 | 0.01% | 0.01% | 1236 | -53 | -3.09% | Q4 2025 | Feb 11, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 1,655 | 328 | 0.02% | 0.02% | 1237 | -142 | -7.9% | Q4 2025 | Jan 12, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 1,643 | 326 | 0.05% | 0.04% | 1238 | +331 | 25.23% | Q4 2025 | Feb 03, 2026 |
| INVESTED ADVISORS | History | Added to | 1,641 | 325 | 0.34% | 0.41% | 1240 | +78 | 4.99% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 1,640 | 325 | 0.16% | 0.16% | 1239 | +14 | 0.86% | Q4 2025 | Jan 23, 2026 |
| Key Capital Management, INC | History | New | 1,635 | 324 | 0.32% | — | 1242 | +1,635 | New | Q4 2025 | Jan 26, 2026 |
| Post Resch Tallon Group Inc. | History | No change | 1,633 | 324 | 0.27% | 0.28% | 1241 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 1,630 | 323 | 0.1% | 0.54% | 1243 | -1,186 | -42.12% | Q4 2025 | Feb 17, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 1,629 | 323 | 0.32% | 0.32% | 1244 | -20 | -1.21% | Q4 2025 | Jan 26, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 1,613 | 320 | 0.09% | 0.16% | 1245 | -1,431 | -47.01% | Q4 2025 | Feb 06, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 1,599 | 317 | 0.01% | 0.01% | 1246 | -53 | -3.21% | Q4 2025 | Feb 13, 2026 |
| Lexington Hill Partners, LLC | History | New | 1,596 | 316 | 0.24% | — | 1247 | +1,596 | New | Q4 2025 | Feb 19, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 1,582 | 314 | 0.09% | 0.11% | 1248 | -208 | -11.62% | Q4 2025 | Jan 27, 2026 |
| Beacon Wealthcare LLC | History | No change | 1,581 | 314 | 0.11% | 0.11% | 1249 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Hurlow Wealth Management Group, Inc. | History | New | 1,579 | 313 | 0.08% | — | 1250 | +1,579 | New | Q4 2025 | Feb 17, 2026 |
| Cadence Bank | History | Reduced | 1,571 | 312 | 0.02% | 0.02% | 1251 | -196 | -11.09% | Q4 2025 | Jan 30, 2026 |
| Stirlingshire Investments, Inc. | History | New | 1,568 | 311 | 0.28% | — | 1253 | +1,568 | New | Q4 2025 | Feb 11, 2026 |
| CERTUITY, LLC | History | Added to | 1,570 | 311 | 0.02% | 0.02% | 1252 | +28 | 1.82% | Q4 2025 | Jan 30, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 1,562 | 310 | 0.08% | 0.1% | 1254 | -306 | -16.38% | Q4 2025 | Feb 03, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 1,560 | 309 | 0.03% | 0.03% | 1255 | -1 | -0.06% | Q4 2025 | Feb 03, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 1,553 | 308 | 0.01% | 0.01% | 1256 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 1,551 | 308 | 0.02% | 0.02% | 1257 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 1,544 | 306 | 0.12% | 0.13% | 1258 | +2 | 0.13% | Q4 2025 | Feb 02, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 1,531 | 304 | 0.05% | — | 1262 | +1,531 | New | Q4 2025 | Feb 12, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 1,533 | 304 | 0.03% | 0.05% | 1261 | -492 | -24.3% | Q4 2025 | Feb 04, 2026 |
| Colonial Trust Advisors | History | Reduced | 1,535 | 304 | 0.02% | 0.02% | 1259 | -25 | -1.6% | Q4 2025 | Feb 12, 2026 |
| Archford Capital Strategies, LLC | History | No change | 1,532 | 304 | 0.04% | 0.04% | 1260 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Intrua Financial, LLC | History | Added to | 1,521 | 302 | 0.03% | 0.03% | 1263 | +106 | 7.49% | Q4 2025 | Feb 05, 2026 |
| Professional Financial Advisors, LLC | History | No change | 1,512 | 300 | 0.06% | 0.06% | 1264 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Chancellor Financial Group WB LP | History | No change | 1,514 | 300 | 0.2% | 0.21% | 1265 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 1,507 | 299 | 0.01% | 0.01% | 1266 | -91 | -5.69% | Q4 2025 | Feb 02, 2026 |
| Revisor Wealth Management LLC | History | New | 1,473 | 295 | 0.08% | — | 1268 | +1,473 | New | Q4 2025 | Jan 27, 2026 |
| Bangor Savings Bank | History | No change | 1,489 | 295 | 0.02% | 0.02% | 1267 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Creekside Partners | History | No change | 1,473 | 292 | 0.12% | 0.13% | 1269 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 1,469 | 291 | 0.17% | 0.19% | 1270 | +4 | 0.27% | Q4 2025 | Feb 10, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,462 | 290 | 0.0% | 0.0% | 1271 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Donor Advised Charitable Giving, Inc. | History | Reduced | 1,455 | 289 | 0.01% | 0.01% | 1272 | -555 | -27.61% | Q4 2025 | Jan 23, 2026 |
| GFG Capital, LLC | History | Added to | 1,460 | 289 | 0.1% | 0.1% | 1273 | +18 | 1.25% | Q4 2025 | Jan 15, 2026 |
| IFC Advisors LLC | History | No change | 1,450 | 287 | 0.04% | 0.05% | 1274 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 1,435 | 285 | 0.04% | 0.03% | 1276 | +336 | 30.57% | Q4 2025 | Feb 10, 2026 |
| NBT BANK N A /NY | History | Added to | 1,057 | 285 | 0.02% | 0.02% | 1275 | +4 | 0.38% | Q4 2025 | Jan 23, 2026 |
| Entelevest, LLC | History | New | 1,430 | 284 | 0.28% | — | 1277 | +1,430 | New | Q4 2025 | Feb 11, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 1,428 | 283 | 0.05% | 0.04% | 1278 | +373 | 35.36% | Q4 2025 | Feb 10, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 1,425 | 282 | 0.22% | — | 1279 | +1,425 | New | Q4 2025 | Feb 06, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 1,410 | 280 | 0.1% | 0.08% | 1280 | +345 | 32.39% | Q4 2025 | Feb 13, 2026 |
| Northwest Financial Advisors | History | Reduced | 1,404 | 278 | 0.57% | 0.35% | 1281 | -16 | -1.13% | Q4 2025 | Jan 26, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 1,395 | 277 | 0.06% | 0.06% | 1282 | +50 | 3.72% | Q4 2025 | Jan 21, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 1,380 | 274 | 0.03% | 0.03% | 1283 | +119 | 9.44% | Q4 2025 | Feb 02, 2026 |
| Members Trust Co | History | Reduced | 1,378 | 273 | 0.01% | 0.01% | 1284 | -6 | -0.43% | Q4 2025 | Jan 15, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 1,375 | 273 | 0.1% | 0.11% | 1285 | +4 | 0.29% | Q4 2025 | Feb 04, 2026 |
| Roble, Belko & Company, Inc | History | New | 1,367 | 272 | 0.04% | — | 1286 | +1,367 | New | Q4 2025 | Jan 12, 2026 |
| MBA Advisors LLC | History | Reduced | 1,373 | 272 | 0.11% | 0.12% | 1287 | -71 | -4.92% | Q4 2025 | Jan 21, 2026 |
| Permanent Capital Management, LP | History | Reduced | 1,371 | 272 | 0.05% | 0.05% | 1288 | -35 | -2.49% | Q4 2025 | Jan 07, 2026 |
| Greenspring Advisors, LLC | History | New | 1,368 | 271 | 0.02% | — | 1290 | +1,368 | New | Q4 2025 | Feb 10, 2026 |
| Falcon Wealth Planning | History | Added to | 1,366 | 271 | 0.02% | 0.02% | 1289 | +29 | 2.17% | Q4 2025 | Feb 03, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 1,362 | 270 | 0.04% | 0.04% | 1292 | +60 | 4.61% | Q4 2025 | Feb 04, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 1,360 | 270 | 0.03% | 0.03% | 1291 | -14 | -1.02% | Q4 2025 | Feb 04, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,357 | 269 | 0.06% | 0.07% | 1293 | -88 | -6.09% | Q4 2025 | Feb 17, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 1,320 | 269 | 0.03% | 0.03% | 1294 | -19 | -1.42% | Q4 2025 | Jan 14, 2026 |
| Providence Financial Advisors, LLC | History | No change | 1,355 | 269 | 0.27% | 0.25% | 1295 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 1,352 | 268 | 0.07% | 0.07% | 1296 | +4 | 0.3% | Q4 2025 | Jan 27, 2026 |
| Longview Financial Advisors LLC | History | No change | 1,347 | 267 | 0.15% | 0.15% | 1297 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 1,341 | 266 | 0.14% | 0.14% | 1298 | +2 | 0.15% | Q4 2025 | Feb 12, 2026 |
| Veracity Capital LLC | History | Reduced | 1,331 | 264 | 0.08% | 0.12% | 1299 | -648 | -32.74% | Q4 2025 | Jan 29, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 1,330 | 264 | 0.07% | 0.07% | 1300 | -56 | -4.04% | Q4 2025 | Jan 14, 2026 |
| Stark Wealth Management LLC | History | Added to | 1,328 | 263 | 0.99% | 1.18% | 1301 | +4 | 0.3% | Q4 2025 | Feb 17, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 1,296 | 262 | 0.01% | 0.02% | 1302 | -893 | -40.79% | Q4 2025 | Jan 09, 2026 |
| Saxony Capital Management, LLC | History | New | 1,319 | 261 | 0.16% | — | 1303 | +1,319 | New | Q4 2025 | Jan 15, 2026 |
| Indivisible Partners | History | New | 1,316 | 261 | 0.03% | — | 1304 | +1,316 | New | Q4 2025 | Feb 03, 2026 |
| CVFG LLC | History | Reduced | 1,311 | 260 | 0.18% | 0.19% | 1305 | -55 | -4.03% | Q4 2025 | Feb 06, 2026 |
| BDFS Capital LLC | History | New | 1,306 | 259 | 0.13% | — | 1309 | +1,306 | New | Q4 2025 | Feb 26, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 1,305 | 259 | 0.01% | 0.01% | 1306 | -952 | -42.18% | Q4 2025 | Feb 13, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 1,304 | 259 | 0.04% | 0.03% | 1307 | +216 | 19.85% | Q4 2025 | Feb 10, 2026 |
| Headland Capital, LLC | History | Added to | 1,309 | 259 | 0.07% | 0.07% | 1308 | +43 | 3.4% | Q4 2025 | Jan 28, 2026 |
| Centennial Advisors, LLC | History | New | 1,302 | 258 | 0.34% | — | 1311 | +1,302 | New | Q4 2025 | Jan 22, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 1,302 | 258 | 0.01% | 0.01% | 1310 | -231 | -15.07% | Q4 2025 | Jan 28, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 1,301 | 258 | 0.05% | 0.06% | 1312 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Maple Capital Management, Inc. | History | Added to | 1,295 | 257 | 0.02% | 0.02% | 1313 | +18 | 1.41% | Q4 2025 | Feb 03, 2026 |
| Sanchez Wealth Management Group | History | Reduced | 1,285 | 255 | 0.05% | 0.06% | 1314 | -104 | -7.49% | Q4 2025 | Feb 04, 2026 |
| Ironvine Capital Partners, LLC | History | Added to | 1,286 | 255 | 0.03% | 0.02% | 1315 | +11 | 0.86% | Q4 2025 | Feb 13, 2026 |
| Ethic Inc. | History | No change | 1,281 | 254 | 0.0% | 0.0% | 1316 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Opes Wealth Management LLC | History | Reduced | 1,277 | 253 | 0.04% | 0.05% | 1317 | -111 | -8.0% | Q4 2025 | Feb 02, 2026 |
| REGIONS FINANCIAL CORP | History | New | 1,265 | 251 | 0.0% | — | 1318 | +1,265 | New | Q4 2025 | Jan 27, 2026 |
| Cove Private Wealth, LLC | History | No change | 1,265 | 251 | 0.07% | 0.08% | 1319 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Verum Partners LLC | History | Added to | 1,262 | 250 | 0.05% | 0.05% | 1320 | +12 | 0.96% | Q4 2025 | Jan 14, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | New | 1,255 | 249 | 0.06% | — | 1322 | +1,255 | New | Q4 2025 | Jan 08, 2026 |
| apricus wealth, LLC | History | Reduced | 1,254 | 249 | 0.13% | 0.17% | 1323 | -409 | -24.59% | Q4 2025 | Jan 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,256 | 249 | 0.01% | 0.01% | 1321 | +199 | 18.83% | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | Added to | 1,250 | 248 | 0.0% | 0.0% | 1324 | +433 | 53.0% | Q4 2025 | Feb 02, 2026 |
| SHP Wealth Management | History | New | 1,248 | 247 | 0.02% | — | 1325 | +1,248 | New | Q4 2025 | Mar 04, 2026 |
| Wilian Securities, LLC | History | New | 1,244 | 247 | 0.27% | — | 1326 | +1,244 | New | Q4 2025 | Feb 06, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 1,239 | 246 | 0.03% | 0.03% | 1327 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 1,236 | 245 | 0.11% | 0.11% | 1329 | +2 | 0.16% | Q4 2025 | Feb 04, 2026 |
| M3 Advisory Group, LLC | History | No change | 1,236 | 245 | 0.15% | 0.15% | 1328 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 1,233 | 244 | 0.47% | 0.47% | 1333 | -685 | -35.71% | Q4 2025 | Jan 21, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 1,232 | 244 | 0.01% | 0.01% | 1330 | +80 | 6.94% | Q4 2025 | Jan 21, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 1,233 | 244 | 0.08% | 0.07% | 1332 | +70 | 6.02% | Q4 2025 | Jan 30, 2026 |
| Garde Capital, Inc. | History | No change | 1,230 | 244 | 0.01% | 0.01% | 1331 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Essex Bank | History | Reduced | 1,222 | 242 | 0.05% | 0.06% | 1335 | -98 | -7.42% | Q4 2025 | Feb 02, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,223 | 242 | 0.03% | 0.03% | 1334 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bridgewealth Advisory Group, LLC | History | No change | 1,221 | 242 | 0.05% | 0.05% | 1336 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 1,200 | 238 | 0.03% | 0.04% | 1337 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 1,195 | 237 | 0.08% | 0.08% | 1339 | -99 | -7.65% | Q4 2025 | Jan 26, 2026 |
| Idaho Trust Co | History | No change | 1,195 | 237 | 0.08% | 0.08% | 1338 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 1,192 | 236 | 0.05% | 0.07% | 1341 | -227 | -16.0% | Q4 2025 | Jan 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 1,191 | 236 | 0.03% | 0.03% | 1340 | +100 | 9.17% | Q4 2025 | Jan 09, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 1,192 | 236 | 0.03% | 0.03% | 1343 | +71 | 6.33% | Q4 2025 | Jan 21, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 1,190 | 236 | 0.05% | 0.05% | 1342 | -45 | -3.64% | Q4 2025 | Jan 05, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 1,186 | 235 | 0.19% | 0.19% | 1345 | -28 | -2.31% | Q4 2025 | Jan 29, 2026 |
| TFO Wealth Partners, LLC | History | No change | 1,188 | 235 | 0.04% | 0.04% | 1344 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 1,183 | 234 | 0.02% | 0.02% | 1346 | +7 | 0.6% | Q4 2025 | Jan 14, 2026 |
| Core Wealth Management, Inc. | History | New | 1,177 | 233 | 0.07% | — | 1350 | +1,177 | New | Q4 2025 | Jan 28, 2026 |
| FSA Advisors, Inc. | History | New | 1,173 | 233 | 0.16% | — | 1349 | +1,173 | New | Q4 2025 | Feb 02, 2026 |
| Center For Asset Management LLC | History | Added to | 1,173 | 233 | 0.12% | 0.12% | 1347 | +3 | 0.26% | Q4 2025 | Jan 21, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,178 | 233 | 0.03% | 0.03% | 1348 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| May Hill Capital, LLC | History | New | 1,166 | 231 | 0.03% | — | 1351 | +1,166 | New | Q4 2025 | Feb 05, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 1,158 | 229 | 0.02% | — | 1352 | +1,158 | New | Q4 2025 | Feb 18, 2026 |
| Planning Project LLC | History | New | 1,155 | 229 | 0.06% | — | 1354 | +1,155 | New | Q4 2025 | Feb 12, 2026 |
| Torrey-Payne Wealth Management, LLC | History | New | 1,127 | 229 | 0.21% | — | 1355 | +1,127 | New | Q4 2025 | Feb 19, 2026 |
| CX Institutional | History | Added to | 1,155 | 229 | 0.01% | 0.01% | 1353 | +28 | 2.48% | Q4 2025 | Feb 02, 2026 |
| Hemenway Trust Co LLC | History | Reduced | 1,150 | 228 | 0.02% | 0.02% | 1357 | -150 | -11.54% | Q4 2025 | Feb 03, 2026 |
| Axim Planning & Wealth | History | Reduced | 1,150 | 228 | 0.24% | 0.18% | 1358 | -6 | -0.52% | Q4 2025 | Feb 13, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 1,149 | 228 | 0.0% | 0.0% | 1356 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ariadne Wealth Management, LP | History | No change | 1,138 | 228 | 0.09% | 0.1% | 1359 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 1,140 | 226 | 0.04% | 0.08% | 1360 | -1,030 | -47.47% | Q4 2025 | Jan 12, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 1,139 | 226 | 0.08% | 0.05% | 1361 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 1,108 | 220 | 0.04% | 0.07% | 1363 | -1,027 | -48.1% | Q4 2025 | Feb 17, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 1,112 | 220 | 0.0% | 0.0% | 1362 | +3 | 0.27% | Q4 2025 | Feb 09, 2026 |
| Wealthquest Corp | History | New | 1,106 | 219 | 0.02% | — | 1364 | +1,106 | New | Q4 2025 | Feb 09, 2026 |
| Aventura Private Wealth, LLC | History | No change | 1,106 | 219 | 0.08% | 0.08% | 1365 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Marex Group plc | History | Reduced | 1,100 | 218 | 0.0% | 0.0% | 1367 | -77 | -6.54% | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 1,100 | 218 | 0.0% | 0.0% | 1366 | -48 | -4.18% | Q4 2025 | Feb 10, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | New | 1,092 | 216 | 0.09% | — | 1370 | +1,092 | New | Q4 2025 | Jan 22, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | New | 1,088 | 216 | 0.01% | — | 1368 | +1,088 | New | Q4 2025 | Feb 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 1,092 | 216 | 0.03% | 0.03% | 1369 | +4 | 0.37% | Q4 2025 | Feb 13, 2026 |
| Bawa N Mallick Trust | History | No change | 1,090 | 216 | 0.08% | 0.08% | 1371 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| BIP Wealth, LLC | History | New | 1,083 | 215 | 0.01% | — | 1372 | +1,083 | New | Q4 2025 | Jan 21, 2026 |
| Oasis Advisors, LLC | History | New | 1,080 | 214 | 0.11% | — | 1373 | +1,080 | New | Q4 2025 | Apr 07, 2026 |
| Rubicon Advisors, GP | History | New | 1,074 | 213 | 0.2% | — | 1374 | +1,074 | New | Q4 2025 | Mar 09, 2026 |
| ProVise Management Group, LLC | History | Reduced | 1,069 | 212 | 0.02% | 0.02% | 1375 | -52 | -4.64% | Q4 2025 | Jan 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 1,067 | 211 | 0.0% | — | 1377 | +1,067 | New | Q4 2025 | Feb 13, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 1,063 | 211 | 0.14% | 0.14% | 1376 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evergreen Wealth Partners LLC | History | New | 1,062 | 210 | 0.18% | — | 1380 | +1,062 | New | Q4 2025 | Feb 05, 2026 |
| Golden State Equity Partners | History | New | 1,060 | 210 | 0.03% | — | 1379 | +1,060 | New | Q4 2025 | Jan 29, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | No change | 1,059 | 210 | 0.02% | 0.02% | 1378 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 1,054 | 209 | 0.01% | 0.01% | 1381 | +75 | 7.66% | Q4 2025 | Feb 13, 2026 |
| Able Wealth Management LLC | History | Reduced | 1,050 | 208 | 0.07% | 0.08% | 1383 | -7 | -0.66% | Q4 2025 | Jan 27, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 1,052 | 208 | 0.07% | 0.08% | 1382 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Astra Wealth Partners LLC | History | No change | 1,049 | 208 | 0.12% | 0.14% | 1384 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| American Trust | History | Reduced | 1,045 | 207 | 0.02% | 0.04% | 1386 | -1,386 | -57.01% | Q4 2025 | Feb 17, 2026 |
| Pacific Asset Management, LLC | History | Added to | 1,046 | 207 | 0.12% | 0.14% | 1387 | +3 | 0.29% | Q4 2025 | Jan 28, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 1,045 | 207 | 0.01% | 0.01% | 1385 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Accredited Investors Inc. | History | No change | 1,038 | 206 | 0.01% | 0.01% | 1388 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Element Wealth, LLC | History | Reduced | 1,037 | 205 | 0.08% | 0.12% | 1389 | -380 | -26.82% | Q4 2025 | Feb 13, 2026 |
| Team Financial Group, LLC | History | Reduced | 1,035 | 205 | 0.09% | 0.09% | 1390 | -10 | -0.96% | Q4 2025 | Jan 13, 2026 |
| Ironwood Investment Counsel, LLC | History | New | 1,027 | 204 | 0.03% | — | 1391 | +1,027 | New | Q4 2025 | Feb 06, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Reduced | 1,025 | 203 | 0.19% | 0.25% | 1392 | -337 | -24.74% | Q4 2025 | Jan 27, 2026 |
| Francis Financial, Inc. | History | Reduced | 1,021 | 202 | 0.04% | 0.04% | 1393 | -28 | -2.67% | Q4 2025 | Feb 11, 2026 |
| Trexquant Investment LP | History | New | 1,015 | 201 | 0.0% | — | 1395 | +1,015 | New | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 1,013 | 201 | 0.03% | 0.03% | 1396 | +28 | 2.84% | Q4 2025 | Jan 20, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 1,016 | 201 | 0.17% | 0.17% | 1394 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Orion Capital Management LLC | History | Reduced | 997 | 198 | 0.07% | 0.11% | 1397 | -600 | -37.57% | Q4 2025 | Feb 03, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 1,000 | 198 | 0.19% | 0.19% | 1398 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Milestone Investment Advisors LLC | History | No change | 1,000 | 198 | 0.05% | 0.05% | 1399 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 975 | 193 | 0.01% | 0.01% | 1400 | +71 | 7.85% | Q4 2025 | Jan 23, 2026 |
| EPG Wealth Management LLC | History | Reduced | 971 | 192 | 0.05% | 0.06% | 1401 | -80 | -7.61% | Q4 2025 | Jan 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 957 | 191 | 0.06% | 0.07% | 1402 | -11 | -1.14% | Q4 2025 | Feb 10, 2026 |
| MOTCO | History | No change | 960 | 190 | 0.02% | 0.02% | 1403 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 950 | 188 | 0.02% | 0.02% | 1404 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 924 | 183 | 0.07% | — | 1405 | +924 | New | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 905 | 180 | 0.0% | 0.0% | 1406 | +775 | 596.15% | Q4 2025 | Feb 09, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 909 | 180 | 0.07% | 0.07% | 1407 | -12 | -1.3% | Q4 2025 | Feb 04, 2026 |
| MidFirst Bank | History | New | 901 | 178 | 0.01% | — | 1410 | +901 | New | Q4 2025 | Feb 25, 2026 |
| HOWE & RUSLING INC | History | Added to | 901 | 178 | 0.01% | 0.01% | 1408 | +211 | 30.58% | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | Added to | 900 | 178 | 0.0% | 0.0% | 1409 | +72 | 8.7% | Q4 2025 | Feb 12, 2026 |
| Clark Wealth Partners | History | No change | 901 | 178 | 0.11% | 0.11% | 1411 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 876 | 176 | 0.06% | 0.08% | 1412 | -82 | -8.56% | Q4 2025 | Feb 11, 2026 |
| Clearstead Trust, LLC | History | Reduced | 871 | 172 | 0.03% | 0.04% | 1413 | -195 | -18.29% | Q4 2025 | Feb 09, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 870 | 172 | 0.03% | 0.03% | 1414 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CNB Bank | History | No change | 843 | 167 | 0.07% | 0.07% | 1415 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| United Community Bank | History | Reduced | 837 | 166 | 0.06% | 0.05% | 1416 | -14 | -1.65% | Q4 2025 | Jan 30, 2026 |
| Caldwell Trust Co | History | No change | 805 | 159 | 0.01% | 0.01% | 1417 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 780 | 154 | 0.06% | 0.09% | 1419 | -275 | -26.07% | Q4 2025 | Jan 20, 2026 |
| BOKF, NA | History | Reduced | 776 | 154 | 0.0% | 0.0% | 1418 | -90 | -10.39% | Q4 2025 | Feb 03, 2026 |
| OPTIMA CAPITAL LLC | History | New | 764 | 151 | 0.07% | — | 1420 | +764 | New | Q4 2025 | Jan 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 751 | 149 | 0.13% | 0.15% | 1422 | -82 | -9.84% | Q4 2025 | Jan 29, 2026 |
| Tidemark, LLC | History | Reduced | 754 | 149 | 0.04% | 0.04% | 1421 | -5 | -0.66% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 745 | 147 | 0.04% | 0.04% | 1423 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| EFG International AG | History | New | 705 | 140 | 0.0% | — | 1424 | +705 | New | Q4 2025 | Feb 17, 2026 |
| Miller Capital Partners, Inc. | History | New | 692 | 137 | 0.07% | — | 1425 | +692 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Counsel, Inc | History | New | 679 | 134 | 0.02% | — | 1426 | +679 | New | Q4 2025 | Jan 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 671 | 133 | 0.01% | 0.01% | 1427 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Operose Advisors LLC | History | Added to | 664 | 131 | 0.03% | 0.02% | 1429 | +264 | 66.0% | Q4 2025 | Feb 10, 2026 |
| BFSG, LLC | History | No change | 663 | 131 | 0.01% | 0.01% | 1428 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 651 | 129 | 0.0% | 0.0% | 1430 | -1,016 | -60.95% | Q4 2025 | Jan 28, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 653 | 129 | 0.04% | 0.05% | 1431 | 0 | 0.0% | Q4 2025 | Apr 24, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 643 | 127 | 0.11% | — | 1432 | +643 | New | Q4 2025 | Feb 10, 2026 |
| Navigoe, LLC | History | No change | 634 | 125 | 0.08% | 0.08% | 1433 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 621 | 123 | 0.06% | 0.05% | 1434 | +149 | 31.57% | Q4 2025 | Jan 21, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 598 | 118 | 0.0% | 0.0% | 1435 | -78 | -11.54% | Q4 2025 | Feb 04, 2026 |
| UNION SAVINGS BANK | History | New | 583 | 115 | 0.05% | — | 1437 | +583 | New | Q4 2025 | Mar 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 579 | 115 | 0.01% | 0.01% | 1436 | -211 | -26.71% | Q4 2025 | Jan 29, 2026 |
| JNBA Financial Advisors | History | Added to | 577 | 114 | 0.01% | 0.01% | 1438 | +78 | 15.63% | Q4 2025 | Jan 26, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 578 | 114 | 0.03% | 0.04% | 1439 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 573 | 113 | 0.1% | — | 1440 | +573 | New | Q4 2025 | Feb 17, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 571 | 113 | 0.01% | 0.02% | 1441 | -112 | -16.4% | Q4 2025 | Jan 21, 2026 |
| Colonial Trust Co / SC | History | No change | 570 | 113 | 0.02% | 0.01% | 1442 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 568 | 112 | 0.07% | — | 1443 | +568 | New | Q4 2025 | Feb 17, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 558 | 110 | 0.03% | 0.03% | 1444 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mascoma Wealth Management LLC | History | No change | 544 | 108 | 0.02% | 0.02% | 1445 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Arlington Trust Co LLC | History | Reduced | 541 | 107 | 0.01% | 0.07% | 1448 | -1,477 | -73.19% | Q4 2025 | Jan 30, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 541 | 107 | 0.01% | 0.01% | 1446 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 541 | 107 | 0.01% | 0.01% | 1447 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 533 | 105 | 0.05% | 0.04% | 1449 | -57 | -9.66% | Q4 2025 | Feb 18, 2026 |
| Estate Planners Group, LLC | History | New | 523 | 103 | 0.04% | — | 1450 | +523 | New | Q4 2025 | Apr 07, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 515 | 102 | 0.01% | — | 1451 | +515 | New | Q4 2025 | Feb 12, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 508 | 100 | 0.02% | 0.05% | 1452 | -785 | -60.71% | Q4 2025 | Feb 12, 2026 |
| Realta Investment Advisors | History | No change | 500 | 99 | 0.03% | 0.03% | 1453 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 481 | 95 | 0.02% | 0.02% | 1454 | +2 | 0.42% | Q4 2025 | Feb 10, 2026 |
| Park Place Capital Corp | History | Reduced | 464 | 92 | 0.02% | 0.02% | 1455 | -43 | -8.48% | Q4 2025 | Jan 09, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 457 | 90 | 0.04% | 0.02% | 1456 | -21 | -4.39% | Q4 2025 | Feb 11, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 450 | 89 | 0.01% | 0.01% | 1457 | -1 | -0.22% | Q4 2025 | Feb 18, 2026 |
| American Capital Advisory, LLC | History | No change | 450 | 89 | 0.04% | 0.04% | 1458 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| REAP Financial Group, LLC | History | Reduced | 446 | 88 | 0.02% | 0.04% | 1459 | -570 | -56.1% | Q4 2025 | Feb 10, 2026 |
| SITTNER & NELSON, LLC | History | No change | 431 | 87 | 0.03% | 0.03% | 1460 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Signature Equity Partners, LLC | History | New | 435 | 86 | 0.05% | — | 1462 | +435 | New | Q4 2025 | Feb 17, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 434 | 86 | 0.01% | 0.01% | 1461 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Networth Advisors, LLC | History | New | 432 | 85 | 0.06% | — | 1463 | +432 | New | Q4 2025 | Jan 22, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 424 | 84 | 0.0% | 0.0% | 1464 | -58 | -12.03% | Q4 2025 | Feb 11, 2026 |
| MCF Advisors LLC | History | Added to | 414 | 82 | 0.0% | 0.0% | 1465 | +258 | 165.38% | Q4 2025 | Feb 11, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 398 | 79 | 0.08% | — | 1468 | +398 | New | Q4 2025 | Feb 19, 2026 |
| CITY HOLDING CO | History | No change | 400 | 79 | 0.01% | 0.01% | 1466 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 400 | 79 | 0.0% | 0.0% | 1467 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RMG Wealth Management LLC | History | Reduced | 305 | 77 | 0.01% | 0.02% | 1469 | -307 | -50.16% | Q4 2025 | Jan 29, 2026 |
| Abound Wealth Management | History | Added to | 380 | 75 | 0.02% | 0.01% | 1470 | +164 | 75.93% | Q4 2025 | Jan 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 381 | 75 | 0.02% | 0.02% | 1471 | +2 | 0.53% | Q4 2025 | Jan 15, 2026 |
| Newbridge Financial Services Group, Inc. | History | Reduced | 376 | 74 | 0.01% | 0.06% | 1473 | -1,578 | -80.76% | Q4 2025 | Jan 21, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 374 | 74 | 0.0% | 0.0% | 1472 | +53 | 16.51% | Q4 2025 | Feb 11, 2026 |
| Richardson Capital Management LLC | History | No change | 363 | 72 | 0.04% | 0.03% | 1474 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Dunhill Financial, LLC | History | No change | 362 | 71 | 0.02% | 0.02% | 1475 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 344 | 68 | 0.01% | 0.0% | 1477 | +52 | 17.81% | Q4 2025 | Jan 08, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 346 | 68 | 0.01% | 0.01% | 1476 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 333 | 66 | 0.01% | 0.01% | 1478 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RHL GROUP, LLC | History | New | 312 | 61 | 0.05% | — | 1480 | +312 | New | Q4 2025 | Feb 09, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 310 | 61 | 0.02% | 0.02% | 1479 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 300 | 59 | 0.03% | 0.03% | 1481 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 296 | 58 | 0.04% | 0.03% | 1483 | +70 | 30.97% | Q4 2025 | Feb 10, 2026 |
| Millstone Evans Group, LLC | History | No change | 296 | 58 | 0.03% | 0.04% | 1482 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 287 | 57 | 0.02% | 0.01% | 1484 | +48 | 20.08% | Q4 2025 | Feb 05, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 283 | 56 | 0.06% | — | 1486 | +283 | New | Q4 2025 | Feb 12, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 284 | 56 | 0.03% | 0.03% | 1485 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 281 | 55 | 0.02% | 0.02% | 1487 | +1 | 0.36% | Q4 2025 | Jan 23, 2026 |
| Concord Wealth Partners | History | No change | 280 | 55 | 0.01% | 0.01% | 1488 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 273 | 54 | 0.01% | — | 1489 | +273 | New | Q4 2025 | Jan 27, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 257 | 51 | 0.03% | 0.03% | 1490 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cheviot Value Management, LLC | History | No change | 249 | 50 | 0.0% | 0.01% | 1491 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Darwin Wealth Management, LLC | History | No change | 250 | 49 | 0.02% | 0.02% | 1492 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Costello Asset Management, INC | History | No change | 251 | 49 | 0.02% | 0.02% | 1493 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BankPlus Trust Department | History | No change | 244 | 48 | 0.01% | 0.01% | 1494 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 238 | 47 | 0.02% | 0.02% | 1496 | +20 | 9.17% | Q4 2025 | Feb 03, 2026 |
| Morse Asset Management, Inc | History | No change | 241 | 47 | 0.01% | 0.01% | 1495 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 229 | 45 | 0.0% | 0.01% | 1498 | -556 | -70.83% | Q4 2025 | Feb 12, 2026 |
| Nemes Rush Group LLC | History | Added to | 227 | 45 | 0.0% | 0.0% | 1497 | +107 | 89.17% | Q4 2025 | Feb 11, 2026 |
| CVA Family Office, LLC | History | No change | 226 | 44 | 0.01% | 0.01% | 1499 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MGB Wealth Management, LLC | History | Added to | 221 | 43 | 0.01% | 0.01% | 1501 | +1 | 0.45% | Q4 2025 | Feb 17, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 218 | 43 | 0.0% | 0.0% | 1500 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Wealth Watch Advisors, INC | History | New | 216 | 42 | 0.02% | — | 1503 | +216 | New | Q4 2025 | Feb 17, 2026 |
| Glassman Wealth Services | History | New | 212 | 42 | 0.01% | — | 1502 | +212 | New | Q4 2025 | Jan 28, 2026 |
| GGM Financials LLC | History | Added to | 211 | 41 | 0.02% | 0.02% | 1504 | +1 | 0.48% | Q4 2025 | Feb 04, 2026 |
| ST GERMAIN D J CO INC | History | No change | 204 | 40 | 0.0% | 0.0% | 1505 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ransom Advisory, Ltd | History | New | 197 | 39 | 0.02% | — | 1506 | +197 | New | Q4 2025 | Jan 06, 2026 |
| Fortitude Family Office, LLC | History | New | 195 | 38 | 0.01% | — | 1508 | +195 | New | Q4 2025 | Jan 15, 2026 |
| FIRST HORIZON CORP | History | Added to | 192 | 38 | 0.0% | 0.0% | 1507 | +7 | 3.78% | Q4 2025 | Jan 27, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 187 | 37 | 0.0% | 0.0% | 1509 | +129 | 222.41% | Q4 2025 | Feb 13, 2026 |
| CoreFirst Bank & Trust | History | No change | 182 | 36 | 0.02% | 0.02% | 1510 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hurley Capital, LLC | History | New | 176 | 34 | 0.02% | — | 1511 | +176 | New | Q4 2025 | Feb 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 175 | 34 | 0.0% | — | 1512 | +175 | New | Q4 2025 | Feb 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 168 | 33 | 0.02% | 0.02% | 1513 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Decker Retirement Planning Inc. | History | New | 164 | 32 | 0.02% | — | 1515 | +164 | New | Q4 2025 | Jan 26, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 166 | 32 | 0.01% | 0.05% | 1514 | +26 | 18.57% | Q4 2025 | Jan 20, 2026 |
| Centennial Bank/AR/ | History | No change | 162 | 32 | 0.01% | 0.01% | 1516 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 163 | 32 | 0.02% | 0.02% | 1517 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Roxbury Financial LLC | History | No change | 157 | 31 | 0.03% | 0.03% | 1518 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Copia Wealth Management | History | No change | 160 | 31 | 0.02% | 0.02% | 1519 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 154 | 30 | 0.01% | 0.01% | 1520 | +4 | 2.67% | Q4 2025 | Jan 28, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 154 | 30 | 0.01% | 0.01% | 1521 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ares Financial Consulting, LLC | History | New | 151 | 29 | 0.03% | — | 1522 | +151 | New | Q4 2025 | Jan 30, 2026 |
| Cornerstone Financial Management LLC | History | New | 151 | 29 | 0.03% | — | 1523 | +151 | New | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 142 | 28 | 0.0% | — | 1524 | +142 | New | Q4 2025 | Feb 09, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | New | 134 | 27 | 0.0% | — | 1525 | +134 | New | Q4 2025 | Feb 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 128 | 25 | 0.0% | 0.0% | 1526 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sawyer & Company, Inc | History | No change | 128 | 25 | 0.01% | 0.01% | 1527 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Advocate Investing Services LLC | History | New | 124 | 24 | 0.02% | — | 1531 | +124 | New | Q4 2025 | Feb 12, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 123 | 24 | 0.02% | 0.02% | 1528 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Field & Main Bank | History | No change | 123 | 24 | 0.01% | 0.01% | 1529 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 121 | 24 | 0.01% | 0.01% | 1530 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| DecisionPoint Financial, LLC | History | New | 118 | 23 | 0.01% | — | 1532 | +118 | New | Q4 2025 | Jan 29, 2026 |
| Ankerstar Wealth, LLC | History | New | 111 | 22 | 0.02% | — | 1534 | +111 | New | Q4 2025 | Feb 12, 2026 |
| City State Bank | History | No change | 114 | 22 | 0.01% | 0.01% | 1533 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 106 | 21 | 0.01% | 0.01% | 1535 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NorthAvenue LLC | History | New | 103 | 20 | 0.02% | — | 1536 | +103 | New | Q4 2025 | Apr 02, 2026 |
| GROUP ONE TRADING LLC | History | New | 100 | 19 | 0.0% | — | 1538 | +100 | New | Q4 2025 | Feb 12, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 99 | 19 | 0.01% | — | 1541 | +99 | New | Q4 2025 | Feb 11, 2026 |
| GODSEY & GIBB, INC | History | New | 96 | 19 | 0.0% | — | 1537 | +96 | New | Q4 2025 | Jan 27, 2026 |
| MTM Investment Management, LLC | History | No change | 100 | 19 | 0.01% | 0.01% | 1539 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Valued Wealth Advisors LLC | History | No change | 97 | 19 | 0.01% | 0.01% | 1540 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| LRI Investments, LLC | History | Reduced | 92 | 18 | 0.0% | 0.0% | 1542 | -50 | -35.21% | Q4 2025 | Feb 04, 2026 |
| Financial Management Professionals, Inc. | History | No change | 89 | 17 | 0.0% | 0.0% | 1543 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 82 | 16 | 0.0% | 0.0% | 1544 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO | History | No change | 82 | 16 | 0.0% | 0.0% | 1545 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Elyxium Wealth, LLC | History | New | 80 | 15 | 0.0% | — | 1546 | +80 | New | Q4 2025 | Feb 05, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 78 | 15 | 0.01% | — | 1548 | +78 | New | Q4 2025 | Feb 18, 2026 |
| Holos Integrated Wealth LLC | History | No change | 77 | 15 | 0.01% | 0.01% | 1547 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Bank of Jackson Hole Trust | History | New | 75 | 14 | 0.01% | — | 1550 | +75 | New | Q4 2025 | Feb 12, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 72 | 14 | 0.0% | 0.0% | 1549 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BAYBAN | History | New | 70 | 13 | 0.01% | — | 1553 | +70 | New | Q4 2025 | Mar 05, 2026 |
| Security National Bank | History | New | 68 | 13 | 0.0% | — | 1551 | +68 | New | Q4 2025 | Feb 05, 2026 |
| ROGCO, LP | History | No change | 66 | 13 | 0.0% | 0.0% | 1552 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Meramec Financial Planners, LLC | History | New | 62 | 12 | 0.0% | — | 1554 | +62 | New | Q4 2025 | Feb 10, 2026 |
| Benson Wealth Management INC | History | New | 62 | 12 | 0.01% | — | 1555 | +62 | New | Q4 2025 | Feb 12, 2026 |
| Rice Partnership, LLC | History | Reduced | 58 | 11 | 0.0% | 0.0% | 1556 | -59 | -50.43% | Q4 2025 | Feb 10, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 57 | 11 | 0.0% | — | 1558 | +57 | New | Q4 2025 | Feb 20, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 60 | 11 | 0.01% | 0.01% | 1557 | -5 | -7.69% | Q4 2025 | Jan 23, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 51 | 10 | 0.0% | 0.01% | 1561 | -175 | -77.43% | Q4 2025 | Feb 10, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 52 | 10 | 0.0% | 0.0% | 1562 | +4 | 8.33% | Q4 2025 | Jan 26, 2026 |
| Versant Capital Management, Inc | History | No change | 54 | 10 | 0.0% | 0.0% | 1559 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Archer Investment Corp | History | No change | 52 | 10 | 0.0% | 0.0% | 1560 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 46 | 9 | 0.0% | 0.0% | 1563 | -1 | -2.13% | Q4 2025 | Feb 05, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 50 | 9 | 0.0% | 0.0% | 1566 | -1 | -1.96% | Q4 2025 | Feb 04, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | No change | 48 | 9 | 0.0% | 0.0% | 1564 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 50 | 9 | 0.0% | 0.0% | 1565 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 41 | 8 | 0.0% | 0.04% | 1568 | -1,508 | -97.35% | Q4 2025 | Jan 07, 2026 |
| Parvin Asset Management, LLC | History | New | 41 | 8 | 0.01% | — | 1569 | +41 | New | Q4 2025 | Feb 17, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 41 | 8 | 0.0% | 0.0% | 1567 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| United Financial Planning Group LLC | History | New | 40 | 7 | 0.0% | — | 1572 | +40 | New | Q4 2025 | Feb 11, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | New | 40 | 7 | 0.01% | — | 1573 | +40 | New | Q4 2025 | Apr 24, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 37 | 7 | 0.01% | — | 1571 | +37 | New | Q4 2025 | Feb 11, 2026 |
| Redwood Park Advisors LLC | History | No change | 40 | 7 | 0.0% | 0.0% | 1570 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| S&T BANK/PA | History | No change | 31 | 6 | 0.0% | 0.0% | 1574 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WFA of San Diego, LLC | History | No change | 34 | 6 | 0.0% | 0.0% | 1575 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Y.D. More Investments Ltd | History | No change | 32 | 6 | 0.0% | 0.0% | 1576 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | New | 21 | 4 | 0.0% | — | 1577 | +21 | New | Q4 2025 | Jan 21, 2026 |
| ALERUS FINANCIAL NA | History | No change | 24 | 4 | 0.0% | 0.0% | 1578 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHELSEA COUNSEL CO | History | No change | 21 | 4 | 0.0% | 0.0% | 1579 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 21 | 4 | 0.0% | 0.0% | 1580 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 1581 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 24 | 4 | 0.0% | 0.0% | 1582 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bernard Wealth Management Corp. | History | No change | 21 | 4 | 0.0% | 0.0% | 1583 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Manchester Capital Management LLC | History | New | 18 | 3 | 0.0% | — | 1584 | +18 | New | Q4 2025 | Feb 11, 2026 |
| Fairscale Capital, LLC | History | New | 17 | 3 | 0.0% | — | 1587 | +17 | New | Q4 2025 | Feb 17, 2026 |
| Caitlin John, LLC | History | No change | 18 | 3 | 0.0% | 0.0% | 1585 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Fairman Group, LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 1586 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ATWOOD & PALMER INC | History | New | 14 | 2 | 0.0% | — | 1588 | +14 | New | Q4 2025 | Jan 28, 2026 |
| Register Financial Advisors LLC | History | New | 14 | 2 | 0.0% | — | 1596 | +14 | New | Q4 2025 | Jan 21, 2026 |
| ESL Trust Services, LLC | History | New | 13 | 2 | 0.0% | — | 1594 | +13 | New | Q4 2025 | Feb 10, 2026 |
| NVWM, LLC | History | New | 12 | 2 | 0.0% | — | 1591 | +12 | New | Q4 2025 | Jan 20, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 12 | 2 | 0.0% | 0.0% | 1590 | -4 | -25.0% | Q4 2025 | Jan 30, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 11 | 2 | 0.0% | 0.0% | 1589 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 1592 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 1593 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| First Pacific Financial | History | No change | 14 | 2 | 0.0% | 0.0% | 1595 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 11 | 2 | 0.0% | 0.0% | 1597 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 12 | 2 | 0.0% | 0.0% | 1598 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 10 | 1 | 0.0% | — | 1599 | +10 | New | Q4 2025 | Jan 30, 2026 |
| Garner Asset Management Corp | History | New | 10 | 1 | 0.0% | — | 1600 | +10 | New | Q4 2025 | Feb 03, 2026 |
| Front Row Advisors LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 1601 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Perspectives, Inc | History | No change | 7 | 1 | 0.0% | 0.0% | 1602 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WPG Advisers, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 1603 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 1604 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Closed out | 0 | 0 | — | 0.19% | — | -545,242 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -157,490 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.02% | — | -62,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ADE, LLC | History | Closed out | 0 | 0 | — | 4.67% | — | -47,532 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Sage Advisory Services, Ltd.Co. | History | Closed out | 0 | 0 | — | 3.89% | — | -38,121 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -31,592 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -30,430 | -100.0% | Q3 2025 | Oct 27, 2025 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -27,483 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Pacific Wealth Management | History | Closed out | 0 | 0 | — | 2.6% | — | -26,526 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -25,807 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,469 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -19,171 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -14,152 | -100.0% | Q3 2025 | Oct 14, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 3.07% | — | -7,320 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,172 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,674 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.14% | — | -5,563 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IBEX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.09% | — | -4,710 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,367 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,589 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,892 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TRITONPOINT WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,731 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Atlas Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.12% | — | -2,482 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,361 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UNIVEST FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -2,005 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Sightline Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,913 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FSC Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -1,751 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Western Financial Corp/CA | History | Closed out | 0 | 0 | — | 0.14% | — | -1,629 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Fortis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,471 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Syverson Strege & Co | History | Closed out | 0 | 0 | — | 0.06% | — | -1,379 | -100.0% | Q3 2025 | Dec 01, 2025 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,375 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,372 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Safeguard Investment Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,368 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Goodman Financial Corp | History | Closed out | 0 | 0 | — | 0.05% | — | -1,353 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TrueWealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,300 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Shira Ridge Wealth Management | History | Closed out | 0 | 0 | — | 0.11% | — | -1,286 | -100.0% | Q3 2025 | Oct 20, 2025 |
| FSA WEALTH PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -1,281 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Nordwand Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,180 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,178 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.1% | — | -1,156 | -100.0% | Q3 2025 | Nov 13, 2025 |
| EdgeRock Capital LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,149 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Trail Ridge Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,146 | -100.0% | Q3 2025 | Oct 20, 2025 |
| One Wealth Management Investment & Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -1,102 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Tactive Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,055 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Global Assets Advisory, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,053 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Single Point Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,052 | -100.0% | Q3 2025 | Oct 20, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -879 | -100.0% | Q3 2025 | Nov 03, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -562 | -100.0% | Q3 2025 | Oct 09, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -501 | -100.0% | Q3 2025 | Jan 12, 2026 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -492 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -490 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Vestwell Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -414 | -100.0% | Q3 2025 | Dec 05, 2025 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -378 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -283 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -246 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -207 | -100.0% | Q3 2025 | Oct 24, 2025 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -160 | -100.0% | Q3 2025 | Nov 07, 2025 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Closed out | 0 | 0 | — | 0.01% | — | -150 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.02% | — | -144 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q3 2025 | Oct 22, 2025 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q3 2025 | Oct 29, 2025 |
| BARCLAYS PLC | History | Reduced | 4 | 0 | — | 0.0% | — | -70 | -94.59% | Q4 2025 | Feb 13, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -70 | -93.33% | Q4 2025 | Jan 28, 2026 |
| Financial Connections Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LOGAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Coston, McIsaac & Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 03, 2025 |