SCHWAB STRATEGIC TRUST - SCHB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wealthfront Advisers LLC | History | Reduced | 53,564,291 | 1,404,991 | 3.14% | 3.33% | 1 | -1,533,696 | -2.78% | Q4 2025 | Jan 30, 2026 |
| Betterment LLC | History | Reduced | 16,156,262 | 423,779 | 0.81% | 0.84% | 2 | -347,851 | -2.11% | Q4 2025 | Feb 12, 2026 |
| REBALANCE, LLC | History | Added to | 14,963,211 | 392,485 | 22.94% | 22.46% | 3 | +483,144 | 3.34% | Q4 2025 | Jan 15, 2026 |
| Align Financial, LLC | History | New | 367,995 | 367,995 | 0.21% | — | 4 | +367,995 | New | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Reduced | 11,909,368 | 312,382 | 3.31% | 3.42% | 5 | -290,555 | -2.38% | Q4 2025 | Feb 10, 2026 |
| Strid Group, LLC | History | Added to | 8,716,818 | 228,642 | 28.46% | 28.48% | 6 | +617 | 0.01% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,631,797 | 226,412 | 0.25% | 0.23% | 7 | +854,800 | 10.99% | Q4 2025 | Feb 06, 2026 |
| Evensky & Katz LLC | History | Reduced | 8,280,843 | 217,207 | 12.25% | 12.67% | 8 | -212,118 | -2.5% | Q4 2025 | Feb 05, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 7,726,247 | 202,659 | 17.07% | 18.56% | 9 | -731,216 | -8.65% | Q4 2025 | Jan 15, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 7,007,872 | 183,816 | 22.09% | 21.08% | 10 | +493,815 | 7.58% | Q4 2025 | Jan 20, 2026 |
| HB Wealth Management, LLC | History | Reduced | 6,688,619 | 175,442 | 1.13% | 1.17% | 11 | -5,470 | -0.08% | Q4 2025 | Jan 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 6,193,890 | 162,465 | 3.07% | 3.23% | 12 | -140,320 | -2.22% | Q4 2025 | Feb 10, 2026 |
| Evergreen Advisors, LLC | History | New | 6,167,435 | 161,771 | 39.45% | — | 13 | +6,167,435 | New | Q4 2025 | Feb 05, 2026 |
| HT Partners LLC | History | Reduced | 6,082,785 | 159,551 | 47.44% | 47.85% | 14 | -5,574 | -0.09% | Q4 2025 | Jan 21, 2026 |
| AlphaCore Capital LLC | History | Reduced | 5,810,478 | 152,408 | 3.4% | 5.28% | 15 | -292,086 | -4.79% | Q4 2025 | Feb 05, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 5,090,429 | 133,521 | 25.34% | 25.79% | 16 | +19,118 | 0.38% | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 5,037,648 | 132,137 | 15.55% | 15.48% | 17 | -167,238 | -3.21% | Q4 2025 | Jan 22, 2026 |
| Accredited Investors Inc. | History | Reduced | 4,719,541 | 123,793 | 6.57% | 6.89% | 18 | -86,405 | -1.8% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 4,454,313 | 116,847 | 0.14% | 0.14% | 19 | +164,384 | 3.83% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,236,900 | 111,133 | 0.21% | 0.18% | 20 | +849,417 | 25.08% | Q4 2025 | Feb 17, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 3,847,441 | 100,918 | 27.48% | 28.25% | 21 | +18,364 | 0.48% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Added to | 3,807,645 | 99,874 | 0.07% | 0.04% | 22 | +1,557,553 | 69.22% | Q4 2025 | Feb 17, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 3,648,642 | 95,703 | 13.67% | 13.09% | 23 | +262,111 | 7.74% | Q4 2025 | Jan 27, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 3,432,268 | 90,028 | 16.83% | 17.72% | 24 | -19,763 | -0.57% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 3,217,149 | 84,385 | 0.01% | 0.0% | 25 | +20,816 | 0.65% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,212,483 | 84,263 | 0.01% | 0.01% | 26 | +74,787 | 2.38% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Reduced | 3,209,293 | 84,179 | 1.18% | 1.16% | 27 | -28,060 | -0.87% | Q4 2025 | Feb 03, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 3,183,036 | 83,491 | 6.86% | 7.81% | 28 | -359,116 | -10.14% | Q4 2025 | Jan 27, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 3,106,134 | 82,840 | 1.9% | 2.03% | 29 | -40,971 | -1.3% | Q4 2025 | Feb 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,019,866 | 79,211 | 0.64% | 0.74% | 30 | +127,085 | 4.39% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,953,826 | 77,478 | 0.02% | — | 31 | +2,953,826 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 2,864,530 | 75,136 | 0.02% | 0.02% | 32 | +24,576 | 0.87% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,775,960 | 74,118 | 0.1% | 0.1% | 33 | +320,001 | 13.03% | Q4 2025 | Jan 08, 2026 |
| Asset Advisors Investment Management, LLC | History | Reduced | 2,809,236 | 73,686 | 6.8% | 6.84% | 34 | -582 | -0.02% | Q4 2025 | Jan 23, 2026 |
| Savant Capital, LLC | History | Reduced | 2,799,604 | 73,433 | 0.42% | 0.45% | 35 | -63,815 | -2.23% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,743,356 | 71,959 | 0.01% | — | 36 | +2,743,356 | New | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 2,726,869 | 71,525 | 0.1% | 0.09% | 37 | +5,186 | 0.19% | Q4 2025 | Feb 13, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 2,676,232 | 70,197 | 2.83% | 2.8% | 38 | -11,388 | -0.42% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,667,904 | 69,979 | 0.11% | 0.12% | 39 | -59,320 | -2.18% | Q4 2025 | Feb 18, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 2,626,353 | 68,889 | 2.23% | 0.98% | 40 | +1,590,221 | 153.48% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 2,626,053 | 68,881 | 0.08% | 0.05% | 41 | +1,485,838 | 130.31% | Q4 2025 | Feb 13, 2026 |
| Circle Wealth Management, LLC | History | Added to | 2,611,861 | 68,509 | 1.06% | 1.31% | 42 | +1,380 | 0.05% | Q4 2025 | Feb 13, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 2,597,862 | 68,141 | 11.49% | 11.26% | 43 | -11,648 | -0.45% | Q4 2025 | Feb 17, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 2,593,226 | 68,020 | 12.04% | 12.46% | 44 | -90,527 | -3.37% | Q4 2025 | Jan 23, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 2,552,924 | 66,963 | 5.02% | 16.48% | 45 | -5,765,462 | -69.31% | Q4 2025 | Jan 16, 2026 |
| MYECFO, LLC | History | Added to | 2,481,049 | 65,080 | 27.62% | 28.28% | 46 | +63,496 | 2.63% | Q4 2025 | Jan 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,395,633 | 62,837 | 0.04% | 0.04% | 47 | +108,939 | 4.76% | Q4 2025 | Feb 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 2,362,355 | 61,964 | 0.94% | 1.0% | 48 | -104,747 | -4.25% | Q4 2025 | Jan 22, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 2,294,238 | 60,177 | 5.1% | 5.19% | 49 | -14,315 | -0.62% | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,182,505 | 57,247 | 0.41% | 0.4% | 50 | +41,082 | 1.92% | Q4 2025 | Feb 13, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 2,126,176 | 55,769 | 11.28% | 11.3% | 51 | +39,321 | 1.88% | Q4 2025 | Jan 21, 2026 |
| Caprock Group, LLC | History | Reduced | 2,083,220 | 54,642 | 1.15% | 1.35% | 52 | -121,564 | -5.51% | Q4 2025 | Jan 28, 2026 |
| WBH ADVISORY INC | History | Added to | 2,032,771 | 53,319 | 3.95% | 3.96% | 53 | +13,682 | 0.68% | Q4 2025 | Jan 26, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,993,156 | 52,280 | 0.1% | 0.12% | 54 | +326,069 | 19.56% | Q4 2025 | Feb 17, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 1,956,507 | 51,319 | 3.79% | 4.18% | 55 | -115,674 | -5.58% | Q4 2025 | Jan 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,947,760 | 51,089 | 0.01% | 0.01% | 56 | -472,083 | -19.51% | Q4 2025 | Feb 13, 2026 |
| Compass Advisory Group LLC | History | Reduced | 1,930,589 | 50,639 | 13.68% | 13.97% | 57 | -4,932 | -0.25% | Q4 2025 | Jan 21, 2026 |
| SNS Financial Group, LLC | History | Reduced | 1,806,946 | 47,396 | 4.08% | 4.12% | 58 | -33,311 | -1.81% | Q4 2025 | Feb 02, 2026 |
| Capital Management Associates, Inc | History | Added to | 1,779,549 | 46,677 | 10.32% | 12.35% | 59 | +2,065 | 0.12% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,778,973 | 46,662 | 0.12% | 0.09% | 60 | +466,241 | 35.52% | Q4 2025 | Feb 05, 2026 |
| Roundview Capital LLC | History | Added to | 1,691,550 | 44,369 | 2.73% | 2.66% | 61 | +54,892 | 3.35% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 1,648,774 | 43,247 | 0.12% | 0.03% | 62 | +1,241,374 | 304.71% | Q4 2025 | Jan 26, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 1,638,747 | 42,984 | 17.3% | 16.17% | 63 | +191,184 | 13.21% | Q4 2025 | Jan 16, 2026 |
| Members Advisory Group LLC | History | Reduced | 1,597,065 | 41,891 | 15.79% | 16.06% | 64 | -169,049 | -9.57% | Q4 2025 | Jan 27, 2026 |
| Boulder Wealth Advisors, LLC | History | Added to | 1,586,333 | 41,609 | 17.59% | 18.8% | 65 | +13,592 | 0.86% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,576,053 | 41,339 | 0.06% | 0.05% | 66 | -5,747 | -0.36% | Q4 2025 | Feb 02, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,564,367 | 41,033 | 12.62% | 0.32% | 67 | +1,551,606 | 12158.97% | Q4 2025 | Feb 17, 2026 |
| Appalachian Capital Management Ltd | History | New | 1,556,042 | 40,814 | 32.7% | — | 68 | +1,556,042 | New | Q4 2025 | Feb 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 1,546,021 | 40,552 | 2.37% | 2.38% | 69 | +1,501 | 0.1% | Q4 2025 | Jan 15, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 1,518,271 | 39,824 | 9.07% | 9.0% | 70 | +123,860 | 8.88% | Q4 2025 | Jan 21, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 1,485,850 | 38,973 | 0.71% | 0.77% | 71 | -33,086 | -2.18% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,414,241 | 37,095 | 0.01% | 0.01% | 72 | +10,531 | 0.75% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 1,410,115 | 36,987 | 0.15% | — | 73 | +1,410,115 | New | Q4 2025 | Feb 05, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 1,388,726 | 36,967 | 17.28% | 19.41% | 74 | +163,205 | 13.32% | Q4 2025 | Jan 26, 2026 |
| Legacy Private Trust Co. | History | Reduced | 1,332,535 | 34,952 | 2.05% | 2.05% | 75 | -6,612 | -0.49% | Q4 2025 | Jan 08, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,332,291 | 34,945 | 0.34% | 0.36% | 76 | -48,655 | -3.52% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,273,878 | 33,413 | 0.01% | 0.01% | 77 | -162,711 | -11.33% | Q4 2025 | Feb 18, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 1,273,539 | 33,404 | 11.0% | 10.97% | 78 | +398 | 0.03% | Q4 2025 | Jan 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,267,269 | 33,240 | 0.0% | 0.0% | 79 | +49,084 | 4.03% | Q4 2025 | Feb 11, 2026 |
| WT Wealth Management | History | Reduced | 1,193,268 | 31,299 | 9.0% | 9.04% | 80 | -28,033 | -2.3% | Q4 2025 | Feb 02, 2026 |
| SYM FINANCIAL Corp | History | Added to | 1,192,229 | 31,272 | 3.21% | 2.82% | 81 | +167,189 | 16.31% | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 1,180,968 | 30,976 | 1.02% | 1.1% | 82 | -55,956 | -4.52% | Q4 2025 | Feb 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,169,488 | 30,675 | 0.0% | 0.0% | 83 | +166,375 | 16.59% | Q4 2025 | Mar 25, 2026 |
| Pegasus Asset Management, Inc. | History | Added to | 1,167,103 | 30,613 | 9.42% | 9.6% | 84 | +3,375 | 0.29% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | Added to | 1,165,113 | 30,560 | 0.18% | 0.18% | 85 | +66,165 | 6.02% | Q4 2025 | Feb 13, 2026 |
| Goepper Burkhardt LLC | History | Added to | 1,149,601 | 30,154 | 9.82% | 9.74% | 86 | +38,162 | 3.43% | Q4 2025 | Feb 09, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Added to | 1,138,394 | 29,860 | 20.82% | 21.09% | 87 | +67,670 | 6.32% | Q4 2025 | Jan 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,131,271 | 29,673 | 0.02% | 0.01% | 88 | +375,683 | 49.72% | Q4 2025 | Feb 17, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 1,124,612 | 29,498 | 2.27% | 2.39% | 89 | -30,201 | -2.62% | Q4 2025 | Jan 23, 2026 |
| Cerity Partners LLC | History | Reduced | 1,120,531 | 29,391 | 0.04% | 0.05% | 90 | -2,109 | -0.19% | Q4 2025 | Feb 11, 2026 |
| Truepoint, Inc. | History | Reduced | 1,116,699 | 29,291 | 0.66% | 0.67% | 91 | -11,754 | -1.04% | Q4 2025 | Feb 11, 2026 |
| Strategic Advisors LLC | History | Reduced | 1,111,119 | 29,144 | 4.56% | 4.68% | 92 | -22,781 | -2.01% | Q4 2025 | Feb 10, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 1,102,037 | 28,906 | 4.0% | 4.29% | 93 | +24,971 | 2.32% | Q4 2025 | Jan 23, 2026 |
| GSG Advisors LLC | History | Added to | 1,078,456 | 28,287 | 7.3% | 7.31% | 94 | +7,692 | 0.72% | Q4 2025 | Jan 08, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 1,073,612 | 28,160 | 19.23% | 18.81% | 95 | +54,271 | 5.32% | Q4 2025 | Feb 09, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 1,056,993 | 27,724 | 1.76% | 1.77% | 96 | -13 | -0.0% | Q4 2025 | Jan 23, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,027,639 | 27,571 | 0.49% | 0.54% | 97 | +15,693 | 1.55% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,028,172 | 26,968 | 0.55% | 0.58% | 98 | +28,701 | 2.87% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,002,656 | 26,299 | 0.18% | 0.13% | 99 | +391,373 | 64.02% | Q4 2025 | Feb 18, 2026 |
| Dodds Wealth, LLC | History | Added to | 984,749 | 25,829 | 6.33% | 5.93% | 100 | +52,623 | 5.65% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 966,352 | 25,724 | 0.63% | 0.66% | 101 | +14,417 | 1.51% | Q4 2025 | Jan 28, 2026 |
| FMR LLC | History | Reduced | 943,817 | 24,756 | 0.0% | 0.0% | 102 | -132,726 | -12.33% | Q4 2025 | Feb 17, 2026 |
| Strategic Financial Planning, Inc. | History | Reduced | 939,186 | 24,634 | 14.02% | 15.54% | 103 | -104,106 | -9.98% | Q4 2025 | Feb 17, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 925,147 | 24,266 | 3.47% | 3.63% | 104 | -92,008 | -9.05% | Q4 2025 | Jan 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 916,985 | 24,052 | 0.01% | 0.0% | 105 | +405,659 | 79.33% | Q4 2025 | Feb 17, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 913,151 | 23,951 | 2.49% | 2.52% | 106 | +13,928 | 1.55% | Q4 2025 | Feb 12, 2026 |
| Wynn Capital, LLC | History | Added to | 902,913 | 23,683 | 11.5% | 11.07% | 107 | +15,413 | 1.74% | Q4 2025 | Jan 13, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 895,438 | 23,487 | 3.24% | 3.18% | 108 | -2,281 | -0.25% | Q4 2025 | Feb 13, 2026 |
| Stonekeep Investments, LLC | History | Added to | 884,166 | 23,192 | 14.83% | 14.4% | 109 | +471 | 0.05% | Q4 2025 | Jan 07, 2026 |
| Schaeffer Financial LLC | History | Added to | 881,926 | 23,132 | 20.19% | 20.47% | 110 | +3,618 | 0.41% | Q4 2025 | Jan 30, 2026 |
| Global Wealth Management, LLC | History | Reduced | 878,601 | 23,045 | 12.4% | 12.88% | 111 | -75,406 | -7.9% | Q4 2025 | Jan 26, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 872,697 | 22,890 | 2.2% | 2.15% | 112 | +41,745 | 5.02% | Q4 2025 | Feb 11, 2026 |
| Breakwater Investment Management | History | Reduced | 872,018 | 22,873 | 8.28% | 8.41% | 113 | -15,182 | -1.71% | Q4 2025 | Feb 02, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 856,512 | 22,466 | 7.5% | 7.57% | 114 | +3,904 | 0.46% | Q4 2025 | Jan 22, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 846,141 | 22,194 | 0.69% | 0.7% | 115 | -2,129 | -0.25% | Q4 2025 | Jan 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 826,795 | 21,686 | 0.13% | 0.16% | 116 | -25,802 | -3.03% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 825,641 | 21,659 | 0.03% | 0.03% | 117 | +51,146 | 6.6% | Q4 2025 | Mar 09, 2026 |
| ASSETMARK, INC | History | Added to | 813,658 | 21,342 | 0.04% | 0.04% | 118 | +8,546 | 1.06% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 808,847 | 21,216 | 0.03% | 0.03% | 119 | -42,534 | -5.0% | Q4 2025 | Feb 17, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 808,772 | 21,214 | 15.3% | 14.88% | 120 | -49,171 | -5.73% | Q4 2025 | Mar 12, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 805,302 | 21,123 | 1.94% | 2.2% | 121 | -116,110 | -12.6% | Q4 2025 | Jan 29, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 804,988 | 21,114 | 2.08% | 2.14% | 122 | -13,976 | -1.71% | Q4 2025 | Feb 02, 2026 |
| Davis Capital Management | History | Added to | 800,037 | 20,984 | 14.44% | 14.03% | 123 | +12,487 | 1.59% | Q4 2025 | Jan 28, 2026 |
| Socha Financial Group, LLC | History | Reduced | 799,561 | 20,972 | 10.23% | 9.87% | 124 | -109,195 | -12.02% | Q4 2025 | Jan 30, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 797,963 | 20,930 | 1.5% | 1.54% | 125 | -11,964 | -1.48% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | Added to | 798,969 | 20,767 | 0.06% | 0.06% | 126 | +4,237 | 0.53% | Q4 2025 | Feb 10, 2026 |
| Rothschild Wealth LLC | History | New | 777,682 | 20,398 | 1.96% | — | 127 | +777,682 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 768,449 | 20,156 | 0.02% | 0.02% | 128 | +12,533 | 1.66% | Q4 2025 | Feb 17, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 740,530 | 19,424 | 1.45% | 1.46% | 129 | -7,477 | -1.0% | Q4 2025 | Feb 18, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 736,840 | 19,327 | 2.53% | 2.62% | 130 | -13,508 | -1.8% | Q4 2025 | Jan 12, 2026 |
| LIBRA WEALTH LLC | History | Reduced | 735,499 | 19,292 | 5.4% | 5.81% | 131 | -17,700 | -2.35% | Q4 2025 | Jan 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 726,836 | 19,064 | 0.25% | 0.36% | 132 | -318,721 | -30.48% | Q4 2025 | Jan 22, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 720,616 | 18,901 | 2.1% | 1.89% | 133 | +115,901 | 19.17% | Q4 2025 | Feb 12, 2026 |
| James J. Burns & Company, LLC | History | Added to | 718,097 | 18,835 | 2.6% | 2.75% | 134 | +1,609 | 0.22% | Q4 2025 | Jan 23, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 696,588 | 18,271 | 7.35% | 7.3% | 135 | -36,294 | -4.95% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 696,254 | 18,262 | 0.02% | 0.02% | 136 | +2,052 | 0.3% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 662,755 | 17,384 | 0.19% | 0.17% | 137 | +227,602 | 52.3% | Q4 2025 | Jan 23, 2026 |
| Focus Financial Network, Inc. | History | Added to | 661,759 | 17,357 | 0.6% | 0.6% | 138 | +11,574 | 1.78% | Q4 2025 | Jan 12, 2026 |
| Compound Planning, Inc. | History | Added to | 657,681 | 17,250 | 0.51% | 0.53% | 139 | +19,540 | 3.06% | Q4 2025 | Feb 19, 2026 |
| Zhang Financial LLC | History | Reduced | 648,395 | 17,007 | 0.63% | 0.68% | 140 | -2,411 | -0.37% | Q4 2025 | Feb 10, 2026 |
| Walker Financial Services, Inc. | History | Added to | 621,182 | 16,293 | 5.9% | 4.27% | 141 | +193,690 | 45.31% | Q4 2025 | Jan 28, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 615,113 | 16,134 | 6.88% | 6.85% | 142 | -4,973 | -0.8% | Q4 2025 | Jan 22, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 605,024 | 15,869 | 2.33% | 2.4% | 143 | -9,039 | -1.47% | Q4 2025 | Feb 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 602,416 | 15,801 | 1.59% | 1.66% | 144 | -16,090 | -2.6% | Q4 2025 | Jan 27, 2026 |
| True North Advisors, LLC | History | New | 595,340 | 15,615 | 2.02% | — | 145 | +595,340 | New | Q4 2025 | Jan 22, 2026 |
| Empower Advisory Group, LLC | History | Added to | 589,515 | 15,462 | 0.04% | 0.03% | 146 | +111,614 | 23.36% | Q4 2025 | Feb 12, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 586,053 | 15,372 | 4.33% | 4.45% | 147 | +10,116 | 1.76% | Q4 2025 | Jan 14, 2026 |
| Ashford Advisors, LLC | History | Reduced | 577,324 | 15,143 | 3.32% | 3.4% | 148 | -19,660 | -3.29% | Q4 2025 | Jan 23, 2026 |
| &PARTNERS | History | Added to | 573,300 | 15,050 | 0.08% | 0.01% | 149 | +483,850 | 540.92% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 570,724 | 14,966 | 0.0% | 0.0% | 150 | +31,273 | 5.8% | Q4 2025 | Feb 17, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Added to | 570,286 | 14,959 | 3.13% | 3.06% | 151 | +14,730 | 2.65% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | Added to | 569,737 | 14,944 | 0.34% | 0.34% | 152 | +67,758 | 13.5% | Q4 2025 | Feb 06, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 561,342 | 14,723 | 0.25% | 0.07% | 153 | +350,756 | 166.56% | Q4 2025 | Feb 17, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 560,792 | 14,709 | 4.05% | 4.3% | 154 | -24,526 | -4.19% | Q4 2025 | Jan 23, 2026 |
| Opes Wealth Management LLC | History | Added to | 555,549 | 14,572 | 2.38% | 2.45% | 155 | +4,414 | 0.8% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 552,053 | 14,480 | 0.01% | 0.01% | 156 | -30,735 | -5.27% | Q4 2025 | Feb 13, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 541,444 | 14,202 | 3.44% | 3.6% | 157 | -22,878 | -4.05% | Q4 2025 | Feb 11, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 533,580 | 13,995 | 2.54% | 2.64% | 158 | -12,575 | -2.3% | Q4 2025 | Jan 12, 2026 |
| Elgethun Capital Management | History | Reduced | 531,780 | 13,948 | 2.41% | 2.98% | 159 | -107,827 | -16.86% | Q4 2025 | Feb 10, 2026 |
| Passive Capital Management, LLC. | History | Added to | 526,727 | 13,816 | 4.32% | 4.4% | 160 | +2,125 | 0.41% | Q4 2025 | Feb 05, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 515,373 | 13,698 | 0.41% | 0.42% | 161 | -13,251 | -2.51% | Q4 2025 | Jan 16, 2026 |
| TPG Advisors LLC | History | Reduced | 519,321 | 13,621 | 8.48% | 8.79% | 162 | -235 | -0.05% | Q4 2025 | Jan 21, 2026 |
| HORAN Wealth, LLC | History | Added to | 519,198 | 13,618 | 2.09% | 2.1% | 163 | +1,613 | 0.31% | Q4 2025 | Feb 04, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 513,185 | 13,460 | 0.56% | 0.56% | 164 | +186 | 0.04% | Q4 2025 | Feb 09, 2026 |
| Wedmont Private Capital | History | Added to | 502,881 | 13,381 | 0.46% | 0.48% | 165 | +5,544 | 1.11% | Q4 2025 | Jan 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 504,530 | 13,233 | 0.01% | 0.01% | 166 | -4,458 | -0.88% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 500,567 | 13,129 | 0.1% | 0.13% | 167 | -501,705 | -50.06% | Q4 2025 | Feb 13, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 498,333 | 13,071 | 9.14% | 8.42% | 168 | -90,635 | -15.39% | Q4 2025 | Jan 20, 2026 |
| Davidson Kahn Capital Management, LLC | History | Added to | 496,485 | 13,022 | 6.77% | 6.58% | 169 | +37,340 | 8.13% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 491,689 | 12,896 | 0.05% | 0.06% | 170 | +8,953 | 1.85% | Q4 2025 | Feb 18, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 489,962 | 12,851 | 0.11% | 0.1% | 171 | +31,104 | 6.78% | Q4 2025 | Feb 13, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 481,787 | 12,637 | 4.55% | 4.82% | 172 | -36,432 | -7.03% | Q4 2025 | Feb 09, 2026 |
| TruWealth Advisors, LLC | History | Added to | 478,351 | 12,547 | 0.61% | 0.61% | 173 | +6,326 | 1.34% | Q4 2025 | Jan 07, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 475,614 | 12,475 | 5.31% | 5.32% | 174 | -4,134 | -0.86% | Q4 2025 | Jan 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 469,139 | 12,305 | 0.07% | 0.08% | 175 | -28,446 | -5.72% | Q4 2025 | Feb 03, 2026 |
| Peak Financial Management, Inc. | History | Added to | 467,399 | 12,259 | 3.16% | 3.12% | 176 | +9,032 | 1.97% | Q4 2025 | Jan 23, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 467,241 | 12,255 | 0.43% | 0.48% | 177 | -18,345 | -3.78% | Q4 2025 | Feb 04, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 461,068 | 12,093 | 2.95% | 3.05% | 178 | -5,945 | -1.27% | Q4 2025 | Feb 03, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 450,618 | 11,819 | 3.55% | 3.67% | 179 | -7,957 | -1.74% | Q4 2025 | Feb 06, 2026 |
| Waldron Private Wealth LLC | History | No change | 450,000 | 11,803 | 0.47% | 0.47% | 180 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Beacon Wealthcare LLC | History | Reduced | 447,737 | 11,744 | 4.03% | 4.08% | 181 | -4,367 | -0.97% | Q4 2025 | Jan 06, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 445,949 | 11,697 | 2.18% | 2.06% | 182 | +19,898 | 4.67% | Q4 2025 | Jan 26, 2026 |
| Brooklyn FI, LLC | History | Added to | 443,982 | 11,645 | 2.49% | 2.55% | 183 | +2,153 | 0.49% | Q4 2025 | Jan 21, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 425,763 | 11,167 | 1.03% | 1.16% | 184 | -25,994 | -5.75% | Q4 2025 | Jan 07, 2026 |
| Vestwell Advisors, LLC | History | Reduced | 417,180 | 10,942 | 1.62% | 4.0% | 185 | -18,911 | -4.34% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 414,355 | 10,868 | 0.0% | 0.0% | 186 | +52,323 | 14.45% | Q4 2025 | Feb 17, 2026 |
| Five Oceans Advisors | History | Reduced | 409,952 | 10,753 | 3.8% | 3.88% | 187 | -354 | -0.09% | Q4 2025 | Jan 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 408,876 | 10,724 | 0.04% | 0.04% | 188 | +55,588 | 15.73% | Q4 2025 | Feb 13, 2026 |
| Alliance Wealth Management Group | History | Reduced | 408,391 | 10,712 | 2.35% | 2.39% | 189 | -8,836 | -2.12% | Q4 2025 | Jan 21, 2026 |
| Towercrest Capital Management | History | Reduced | 408,391 | 10,712 | 1.69% | 1.72% | 190 | -8,836 | -2.12% | Q4 2025 | Jan 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 406,173 | 10,653 | 0.13% | 0.13% | 191 | -6,490 | -1.57% | Q4 2025 | Jan 21, 2026 |
| Apriem Advisors | History | Reduced | 405,078 | 10,625 | 0.98% | 1.0% | 192 | -7,559 | -1.83% | Q4 2025 | Feb 13, 2026 |
| Destination Wealth Management | History | Added to | 402,252 | 10,551 | 0.28% | 0.18% | 193 | +151,217 | 60.24% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 400,609 | 10,508 | 0.2% | 0.21% | 194 | -3,656 | -0.9% | Q4 2025 | Feb 12, 2026 |
| Downshift Financial, LLC | History | New | 399,432 | 10,413 | 6.42% | — | 195 | +399,432 | New | Q4 2025 | Mar 11, 2026 |
| SRH ADVISORS, LLC | History | Added to | 395,503 | 10,374 | 2.99% | 2.91% | 196 | +7,622 | 1.97% | Q4 2025 | Jan 21, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 395,079 | 10,362 | 0.0% | 0.0% | 197 | -17,266 | -4.19% | Q4 2025 | Feb 13, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 387,626 | 10,167 | 4.14% | 4.13% | 198 | +11,986 | 3.19% | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 387,321 | 10,159 | 0.08% | 0.08% | 199 | -22,774 | -5.55% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 375,635 | 9,852 | 0.11% | 0.11% | 200 | -120 | -0.03% | Q4 2025 | Feb 13, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 373,641 | 9,800 | 1.87% | 1.82% | 201 | -10,848 | -2.82% | Q4 2025 | Feb 09, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 369,116 | 9,681 | 1.77% | 2.69% | 202 | -161,008 | -30.37% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 365,740 | 9,593 | 0.0% | 0.01% | 203 | -502,394 | -57.87% | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | Reduced | 360,345 | 9,451 | 0.14% | 0.14% | 204 | -5,562 | -1.52% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 360,108 | 9,445 | 0.04% | 0.04% | 205 | +14,809 | 4.29% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 359,414 | 9,427 | 0.0% | 0.0% | 206 | -574,096 | -61.5% | Q4 2025 | Feb 12, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 356,585 | 9,353 | 1.25% | 1.27% | 207 | -939 | -0.26% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 352,073 | 9,234 | 0.02% | 0.02% | 208 | -5,355 | -1.5% | Q4 2025 | Mar 16, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 346,819 | 9,097 | 0.85% | 0.9% | 209 | -7,625 | -2.15% | Q4 2025 | Feb 04, 2026 |
| Brookstone Capital Management | History | Reduced | 343,307 | 9,004 | 0.1% | 0.11% | 210 | -4,464 | -1.28% | Q4 2025 | Jan 15, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 337,829 | 8,861 | 2.37% | 2.36% | 211 | +6,452 | 1.95% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 337,418 | 8,850 | 0.04% | 0.04% | 212 | +15,654 | 4.87% | Q4 2025 | Feb 17, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 334,650 | 8,777 | 5.76% | 6.13% | 213 | -91 | -0.03% | Q4 2025 | Feb 10, 2026 |
| Prosperitas Financial LLC | History | Added to | 334,170 | 8,765 | 3.41% | 3.46% | 214 | +9,812 | 3.03% | Q4 2025 | Feb 04, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 328,243 | 8,609 | 3.1% | 3.16% | 215 | +2,825 | 0.87% | Q4 2025 | Jan 28, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 327,595 | 8,592 | 3.88% | 3.79% | 216 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Carnegie Investment Counsel | History | Added to | 326,752 | 8,570 | 0.16% | 0.02% | 217 | +279,331 | 589.04% | Q4 2025 | Jan 23, 2026 |
| Orcam Financial Group | History | Added to | 326,475 | 8,563 | 6.42% | 6.77% | 218 | +104 | 0.03% | Q4 2025 | Feb 06, 2026 |
| Brightwater Advisory LLC | History | Reduced | 326,449 | 8,562 | 5.79% | 5.78% | 219 | -737 | -0.23% | Q4 2025 | Feb 12, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 326,360 | 8,560 | 2.49% | 2.46% | 220 | -474 | -0.15% | Q4 2025 | Feb 12, 2026 |
| NBZ Investment Advisors LLC | History | Reduced | 312,531 | 8,197 | 3.57% | 4.2% | 221 | -708 | -0.23% | Q4 2025 | Feb 03, 2026 |
| Creekside Partners | History | Added to | 310,314 | 8,139 | 3.44% | 3.45% | 222 | +5,615 | 1.84% | Q4 2025 | Feb 13, 2026 |
| Embree Financial Group | History | Reduced | 306,562 | 8,041 | 0.99% | 1.11% | 223 | -15,447 | -4.8% | Q4 2025 | Jan 14, 2026 |
| BRIGHTON JONES LLC | History | Added to | 304,302 | 7,981 | 0.29% | 0.18% | 224 | +7,050 | 2.37% | Q4 2025 | Jan 27, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 303,352 | 7,956 | 1.52% | 1.52% | 225 | -4,832 | -1.57% | Q4 2025 | Jan 23, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 300,635 | 7,885 | 0.81% | 0.86% | 226 | -9,264 | -2.99% | Q4 2025 | Feb 06, 2026 |
| CVA Family Office, LLC | History | Reduced | 300,632 | 7,885 | 0.91% | 1.01% | 227 | -3,240 | -1.07% | Q4 2025 | Jan 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 299,396 | 7,853 | 0.0% | 0.0% | 228 | +115,196 | 62.54% | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 299,267 | 7,849 | 0.44% | 0.45% | 229 | +615 | 0.21% | Q4 2025 | Jan 14, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 298,274 | 7,823 | 0.99% | 1.04% | 230 | -15,938 | -5.07% | Q4 2025 | Jan 13, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 296,375 | 7,773 | 0.22% | 0.24% | 231 | -27,910 | -8.61% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 294,341 | 7,720 | 0.03% | 0.03% | 232 | -2,966 | -1.0% | Q4 2025 | Feb 06, 2026 |
| Equita Financial Network, Inc. | History | Added to | 293,624 | 7,701 | 2.32% | 2.33% | 233 | +25,226 | 9.4% | Q4 2025 | Jan 29, 2026 |
| RHS Financial, LLC | History | Reduced | 291,481 | 7,645 | 3.73% | 4.19% | 234 | -22,977 | -7.31% | Q4 2025 | Jan 16, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 287,087 | 7,530 | 0.78% | 0.78% | 235 | -336 | -0.12% | Q4 2025 | Jan 20, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 285,082 | 7,477 | 0.09% | 0.1% | 236 | -3,973 | -1.37% | Q4 2025 | Jan 26, 2026 |
| RCW Management, LLC | History | New | 284,548 | 7,463 | 7.54% | — | 237 | +284,548 | New | Q4 2025 | Jan 30, 2026 |
| Mutual Advisors, LLC | History | Added to | 283,828 | 7,444 | 0.16% | 0.16% | 238 | +2,959 | 1.05% | Q4 2025 | Feb 02, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 277,219 | 7,271 | 0.8% | 0.81% | 239 | -1,631 | -0.58% | Q4 2025 | Jan 20, 2026 |
| BlackRock, Inc. | History | Added to | 272,842 | 7,156 | 0.0% | 0.0% | 240 | +194,012 | 246.11% | Q4 2025 | Feb 12, 2026 |
| BCS Wealth Management | History | Added to | 269,882 | 7,079 | 0.71% | 0.82% | 241 | +128,741 | 91.21% | Q4 2025 | Jan 26, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 267,490 | 7,016 | 0.58% | 0.52% | 242 | +3,561 | 1.35% | Q4 2025 | Feb 17, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 265,637 | 6,967 | 1.92% | 1.89% | 243 | -716 | -0.27% | Q4 2025 | Feb 03, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Added to | 261,304 | 6,854 | 4.5% | 4.39% | 244 | +1,400 | 0.54% | Q4 2025 | Feb 05, 2026 |
| MAIRS & POWER INC | History | No change | 261,246 | 6,852 | 0.07% | 0.06% | 245 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ellevest, Inc. | History | Added to | 259,636 | 6,810 | 0.94% | 0.93% | 246 | +7,181 | 2.84% | Q4 2025 | Feb 10, 2026 |
| Graver Capital Management, LLC | History | Added to | 253,409 | 6,646 | 5.25% | 5.37% | 247 | +5,526 | 2.23% | Q4 2025 | Feb 13, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 251,998 | 6,609 | 3.07% | 3.2% | 249 | -4,274 | -1.67% | Q4 2025 | Jan 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 251,988 | 6,609 | 0.12% | 0.12% | 248 | +2,636 | 1.06% | Q4 2025 | Feb 11, 2026 |
| ProVise Management Group, LLC | History | Added to | 248,059 | 6,506 | 0.46% | 0.45% | 250 | +9,896 | 4.16% | Q4 2025 | Jan 29, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 246,129 | 6,451 | 1.45% | 1.63% | 251 | -917 | -0.37% | Q4 2025 | Feb 04, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 245,849 | 6,448 | 1.84% | 1.93% | 252 | -6,551 | -2.6% | Q4 2025 | Feb 17, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 244,264 | 6,407 | 0.44% | — | 253 | +244,264 | New | Q4 2025 | Feb 17, 2026 |
| Joule Financial, LLC | History | Added to | 241,297 | 6,329 | 1.9% | 1.45% | 254 | +53,540 | 28.52% | Q4 2025 | Jan 20, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 241,223 | 6,327 | 0.02% | 0.02% | 255 | -2,674 | -1.1% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 241,099 | 6,324 | 0.04% | 0.04% | 256 | +5,793 | 2.46% | Q4 2025 | Feb 17, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 240,675 | 6,312 | 1.49% | 1.52% | 257 | +5 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 240,256 | 6,302 | 2.51% | 2.5% | 258 | +9,632 | 4.18% | Q4 2025 | Jan 12, 2026 |
| Clark Asset Management, LLC | History | Added to | 239,110 | 6,271 | 0.65% | 0.16% | 259 | +185,853 | 348.97% | Q4 2025 | Jan 27, 2026 |
| Firestone Capital Management | History | Reduced | 238,515 | 6,256 | 1.33% | 1.41% | 260 | -15,835 | -6.23% | Q4 2025 | Feb 09, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 233,558 | 6,126 | 0.01% | 0.01% | 261 | -504 | -0.22% | Q4 2025 | Feb 12, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 232,990 | 6,111 | 0.2% | 0.19% | 262 | +40 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Asset Advisory Group, Inc. | History | New | 231,540 | 6,073 | 3.03% | — | 263 | +231,540 | New | Q4 2025 | Feb 12, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 229,880 | 6,029 | 0.82% | 0.84% | 264 | -672 | -0.29% | Q4 2025 | Feb 13, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 228,179 | 5,985 | 4.04% | 4.21% | 265 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Successful Portfolios LLC | History | Added to | 222,874 | 5,970 | 3.04% | 3.18% | 266 | +10,932 | 5.16% | Q4 2025 | Jan 23, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 227,410 | 5,964 | 0.19% | 0.28% | 267 | -6,281 | -2.69% | Q4 2025 | Jan 20, 2026 |
| OneAscent Financial Services LLC | History | New | 226,925 | 5,952 | 0.55% | — | 268 | +226,925 | New | Q4 2025 | Feb 11, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 225,062 | 5,903 | 1.53% | 1.56% | 269 | -5,881 | -2.55% | Q4 2025 | Feb 06, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 223,610 | 5,865 | 0.64% | 0.66% | 270 | -4,767 | -2.09% | Q4 2025 | Jan 23, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 223,489 | 5,862 | 0.1% | 0.12% | 271 | -1,627 | -0.72% | Q4 2025 | Jan 16, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 217,479 | 5,704 | 0.43% | 0.55% | 272 | -113,288 | -34.25% | Q4 2025 | Feb 17, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 214,697 | 5,631 | 0.47% | 0.49% | 273 | -760 | -0.35% | Q4 2025 | Feb 09, 2026 |
| Bawa N Mallick Trust | History | No change | 212,190 | 5,565 | 2.07% | 2.06% | 274 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 208,250 | 5,462 | 0.22% | 0.22% | 275 | -3,743 | -1.77% | Q4 2025 | Jan 20, 2026 |
| Cordant, Inc. | History | Reduced | 207,187 | 5,434 | 2.28% | 2.43% | 276 | -2,511 | -1.2% | Q4 2025 | Jan 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 205,511 | 5,390 | 0.01% | 0.02% | 277 | -106,379 | -34.11% | Q4 2025 | Feb 17, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 201,657 | 5,366 | 0.54% | 0.66% | 278 | -40,613 | -16.76% | Q4 2025 | Jan 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 204,150 | 5,354 | 0.58% | 0.52% | 279 | +18,567 | 10.0% | Q4 2025 | Jan 29, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 201,760 | 5,292 | 0.57% | 0.74% | 280 | -3,291 | -1.6% | Q4 2025 | Feb 17, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 199,576 | 5,234 | 0.23% | 0.21% | 281 | +3,704 | 1.89% | Q4 2025 | Feb 17, 2026 |
| NYL Investors LLC | History | Reduced | 199,564 | 5,234 | 1.78% | 1.69% | 282 | -502 | -0.25% | Q4 2025 | Feb 11, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 199,343 | 5,228 | 3.61% | 3.69% | 283 | -8,720 | -4.19% | Q4 2025 | Jan 21, 2026 |
| ELCO Management Co., LLC | History | Added to | 198,875 | 5,216 | 3.29% | 2.26% | 284 | +30,369 | 18.02% | Q4 2025 | Feb 04, 2026 |
| Aspiring Ventures, LLC | History | Added to | 198,475 | 5,205 | 1.77% | 1.62% | 285 | +13,666 | 7.39% | Q4 2025 | Jan 27, 2026 |
| Unify Financial Advisors | History | New | 197,362 | 5,176 | 5.39% | — | 286 | +197,362 | New | Q4 2025 | Apr 08, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 197,006 | 5,167 | 0.02% | 0.02% | 287 | +3,074 | 1.59% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 195,006 | 5,115 | 0.06% | 0.05% | 288 | +24,133 | 14.12% | Q4 2025 | Feb 11, 2026 |
| Chesapeake Wealth Management | History | Reduced | 194,182 | 5,093 | 1.52% | 1.53% | 289 | -1,166 | -0.6% | Q4 2025 | Feb 03, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 193,250 | 5,068 | 1.15% | 1.19% | 290 | -606 | -0.31% | Q4 2025 | Jan 23, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 192,702 | 5,054 | 0.16% | 0.14% | 291 | +24,114 | 14.3% | Q4 2025 | Jan 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 192,589 | 5,051 | 0.01% | 13.64% | 292 | +78,310 | 68.53% | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 192,604 | 5,051 | 0.08% | 0.08% | 293 | -11 | -0.01% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 192,190 | 5,041 | 0.1% | 0.1% | 294 | +13,167 | 7.35% | Q4 2025 | Jan 14, 2026 |
| Farnam Financial LLC | History | Reduced | 191,830 | 5,031 | 3.79% | 3.89% | 295 | -2,878 | -1.48% | Q4 2025 | Jan 26, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 191,386 | 5,020 | 0.83% | 0.84% | 296 | -4,382 | -2.24% | Q4 2025 | Jan 22, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 191,269 | 5,017 | 0.16% | 0.17% | 297 | -5,780 | -2.93% | Q4 2025 | Feb 13, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 191,125 | 5,013 | 0.75% | 0.8% | 298 | -7,210 | -3.64% | Q4 2025 | Jan 08, 2026 |
| Independent Advisor Alliance | History | Added to | 190,382 | 4,993 | 0.12% | 0.04% | 300 | +137,914 | 262.85% | Q4 2025 | Feb 04, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 190,378 | 4,993 | 1.3% | 1.27% | 299 | -3,287 | -1.7% | Q4 2025 | Feb 13, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 189,661 | 4,974 | 0.47% | 0.47% | 301 | +243 | 0.13% | Q4 2025 | Jan 29, 2026 |
| Avant Capital LLC | History | Reduced | 189,560 | 4,972 | 3.41% | 3.46% | 302 | -1,848 | -0.97% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 186,512 | 4,892 | 0.01% | 0.0% | 303 | +24,026 | 14.79% | Q4 2025 | Jan 30, 2026 |
| MBA Advisors LLC | History | Added to | 186,252 | 4,885 | 1.97% | 2.01% | 304 | +2,835 | 1.55% | Q4 2025 | Jan 21, 2026 |
| Midwestern Financial, LLC /IA | History | Reduced | 185,988 | 4,878 | 4.04% | 4.6% | 306 | -22,468 | -10.78% | Q4 2025 | Feb 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 185,971 | 4,878 | 0.09% | 0.09% | 305 | -1,779 | -0.95% | Q4 2025 | Jan 23, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 184,970 | 4,851 | 0.74% | 1.06% | 307 | -5,280 | -2.78% | Q4 2025 | Feb 13, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 184,836 | 4,848 | 1.05% | 1.0% | 308 | +8,199 | 4.64% | Q4 2025 | Jan 26, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 184,793 | 4,847 | 0.29% | 0.27% | 309 | -125 | -0.07% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Reduced | 183,570 | 4,815 | 0.14% | 1.59% | 310 | -3,866,498 | -95.47% | Q4 2025 | Feb 13, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 179,287 | 4,702 | 3.65% | 3.65% | 311 | -3,442 | -1.88% | Q4 2025 | Feb 10, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 179,229 | 4,701 | 0.36% | 0.38% | 312 | -4,860 | -2.64% | Q4 2025 | Feb 13, 2026 |
| Leo Wealth, LLC | History | Added to | 178,996 | 4,695 | 0.34% | 0.03% | 313 | +169,161 | 1719.99% | Q4 2025 | Jan 21, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 190,350 | 4,632 | 1.61% | 1.58% | 314 | -43 | -0.02% | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 175,459 | 4,602 | 0.08% | 0.1% | 315 | -15,314 | -8.03% | Q4 2025 | Feb 19, 2026 |
| Amicus Financial Advisors, LLC | History | New | 175,402 | 4,600 | 1.28% | — | 316 | +175,402 | New | Q4 2025 | Mar 02, 2026 |
| Pullen Investment Management, LLC | History | Reduced | 175,243 | 4,596 | 2.42% | 2.81% | 317 | -26,279 | -13.04% | Q4 2025 | Jan 20, 2026 |
| Pacific Park Financial, Inc. | History | New | 173,228 | 4,543 | 2.84% | — | 318 | +173,228 | New | Q4 2025 | Jan 30, 2026 |
| Brio Consultants, LLC | History | Added to | 170,756 | 4,478 | 0.58% | 0.53% | 319 | +21,575 | 14.46% | Q4 2025 | Feb 04, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 170,407 | 4,469 | 2.11% | 2.13% | 320 | +79 | 0.05% | Q4 2025 | Jan 21, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 167,361 | 4,389 | 0.16% | 0.16% | 321 | +87 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Opus Capital Group, LLC | History | Added to | 164,781 | 4,322 | 0.47% | 0.48% | 322 | +10 | 0.01% | Q4 2025 | Jan 30, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 163,948 | 4,300 | 0.21% | 0.22% | 323 | -8,300 | -4.82% | Q4 2025 | Feb 02, 2026 |
| CRA Financial Services, LLC | History | Added to | 163,378 | 4,285 | 0.56% | 0.56% | 324 | +5,120 | 3.24% | Q4 2025 | Jan 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 162,046 | 4,250 | 0.03% | 0.03% | 325 | +12,838 | 8.6% | Q4 2025 | Feb 12, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 161,959 | 4,248 | 0.09% | 0.09% | 326 | +145 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 161,216 | 4,228 | 0.99% | 1.02% | 327 | +879 | 0.55% | Q4 2025 | Jan 16, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 160,735 | 4,216 | 0.32% | 0.32% | 328 | -166 | -0.1% | Q4 2025 | Feb 04, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 159,117 | 4,173 | 0.53% | 0.53% | 329 | -2,865 | -1.77% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 158,664 | 4,161 | 0.06% | 0.06% | 330 | +1,204 | 0.76% | Q4 2025 | Jan 20, 2026 |
| Avalon Advisory Group | History | Reduced | 157,809 | 4,139 | 1.69% | 1.65% | 331 | -106 | -0.07% | Q4 2025 | Jan 29, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 155,413 | 4,076 | 0.84% | 0.87% | 332 | -1,135 | -0.73% | Q4 2025 | Jan 05, 2026 |
| Belpointe Asset Management LLC | History | Added to | 154,919 | 4,063 | 0.15% | 0.14% | 333 | +16,055 | 11.56% | Q4 2025 | Jan 27, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 154,186 | 4,044 | 2.78% | 2.75% | 334 | -2,402 | -1.53% | Q4 2025 | Jan 26, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 153,034 | 4,014 | 1.81% | 1.85% | 335 | -5,670 | -3.57% | Q4 2025 | Feb 03, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 153,008 | 4,013 | 2.73% | 2.67% | 336 | +3,000 | 2.0% | Q4 2025 | Feb 02, 2026 |
| Merit Financial Group, LLC | History | Reduced | 152,060 | 3,988 | 0.03% | 0.04% | 337 | -9,619 | -5.95% | Q4 2025 | Jan 26, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 151,153 | 3,964 | 2.33% | 3.89% | 338 | -113,701 | -42.93% | Q4 2025 | Feb 17, 2026 |
| Dakota Wealth Management | History | Added to | 151,000 | 3,960 | 0.07% | 0.01% | 339 | +132,367 | 710.39% | Q4 2025 | Jan 13, 2026 |
| WealthCollab, LLC | History | Reduced | 150,901 | 3,958 | 1.62% | 1.8% | 340 | -1,316 | -0.86% | Q4 2025 | Jan 27, 2026 |
| EP Wealth Advisors, LLC | History | New | 150,381 | 3,944 | 0.02% | — | 341 | +150,381 | New | Q4 2025 | Feb 18, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 149,926 | 3,932 | 0.35% | 0.35% | 342 | -4,630 | -3.0% | Q4 2025 | Feb 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 146,333 | 3,838 | 0.43% | — | 343 | +146,333 | New | Q4 2025 | Feb 13, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 145,003 | 3,803 | 0.7% | 0.68% | 344 | -3,444 | -2.32% | Q4 2025 | Feb 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 143,700 | 3,769 | 0.01% | 0.0% | 345 | +133,800 | 1351.52% | Q4 2025 | Feb 12, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 143,272 | 3,758 | 0.55% | 0.49% | 346 | +15,977 | 12.55% | Q4 2025 | Jan 12, 2026 |
| L. Roy Papp & Associates, LLP | History | Reduced | 142,359 | 3,734 | 0.41% | 0.42% | 347 | -2,265 | -1.57% | Q4 2025 | Jan 28, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 141,395 | 3,708 | 1.49% | 1.52% | 348 | -1,311 | -0.92% | Q4 2025 | Jan 14, 2026 |
| Pathstone Holdings, LLC | History | New | 140,181 | 3,676 | 0.01% | — | 350 | +140,181 | New | Q4 2025 | Feb 13, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 140,158 | 3,676 | 0.19% | 0.2% | 349 | -7,890 | -5.33% | Q4 2025 | Feb 03, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Reduced | 139,702 | 3,664 | 1.44% | 1.46% | 351 | -2,520 | -1.77% | Q4 2025 | Jan 30, 2026 |
| Daybright Advisory Services, Inc. | History | New | 139,572 | 3,660 | 0.98% | — | 352 | +139,572 | New | Q4 2025 | Feb 12, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 138,159 | 3,623 | 0.23% | 0.25% | 353 | -6,631 | -4.58% | Q4 2025 | Feb 03, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 137,572 | 3,608 | 0.79% | 0.78% | 355 | -12,952 | -8.6% | Q4 2025 | Feb 02, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 137,579 | 3,608 | 0.18% | 0.19% | 354 | -5,511 | -3.85% | Q4 2025 | Feb 11, 2026 |
| Archer Investment Management, LLC | History | Reduced | 136,408 | 3,577 | 1.92% | 2.2% | 356 | -3,166 | -2.27% | Q4 2025 | Jan 12, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 136,293 | 3,574 | 0.68% | 0.69% | 357 | -400 | -0.29% | Q4 2025 | Jan 21, 2026 |
| SMITH, MOORE & CO. | History | Added to | 136,116 | 3,570 | 0.27% | 0.25% | 358 | +8,796 | 6.91% | Q4 2025 | Jan 23, 2026 |
| RVW Wealth, LLC | History | Added to | 135,862 | 3,563 | 0.27% | 0.27% | 359 | +576 | 0.43% | Q4 2025 | Jan 12, 2026 |
| PFG Advisors | History | Reduced | 135,556 | 3,555 | 0.17% | 0.16% | 361 | -15,761 | -10.42% | Q4 2025 | Jan 27, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 135,559 | 3,555 | 0.34% | 0.33% | 360 | +4,622 | 3.53% | Q4 2025 | Feb 17, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 135,299 | 3,548 | 0.1% | 0.1% | 362 | -113 | -0.08% | Q4 2025 | Jan 12, 2026 |
| Krilogy Financial LLC | History | Added to | 131,540 | 3,518 | 0.12% | 0.13% | 363 | +1,224 | 0.94% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 133,214 | 3,494 | 0.06% | 0.08% | 364 | -11,012 | -7.64% | Q4 2025 | Feb 06, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 131,936 | 3,460 | 0.26% | 0.33% | 365 | -37,813 | -22.28% | Q4 2025 | Feb 05, 2026 |
| CHOREO, LLC | History | Added to | 130,796 | 3,458 | 0.04% | 0.04% | 366 | +2,132 | 1.66% | Q4 2025 | Jan 23, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 130,321 | 3,418 | 0.13% | 0.08% | 367 | +60,715 | 87.23% | Q4 2025 | Jan 14, 2026 |
| CX Institutional | History | Added to | 128,144 | 3,361 | 0.1% | 0.07% | 368 | +33,457 | 35.33% | Q4 2025 | Feb 02, 2026 |
| Selby Wealth Management, LLC | History | New | 127,871 | 3,354 | 1.35% | — | 369 | +127,871 | New | Q4 2025 | Feb 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 127,406 | 3,341 | 1.58% | 1.58% | 370 | -7 | -0.01% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | Added to | 127,348 | 3,340 | 0.11% | 0.11% | 371 | +7,940 | 6.65% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 126,339 | 3,313 | 0.0% | 0.0% | 372 | +17,974 | 16.59% | Q4 2025 | Feb 06, 2026 |
| Intrua Financial, LLC | History | Reduced | 125,542 | 3,292 | 0.35% | 0.36% | 373 | -2,857 | -2.23% | Q4 2025 | Feb 05, 2026 |
| Asset Dedication, LLC | History | Reduced | 125,424 | 3,289 | 0.22% | 0.22% | 374 | -3,481 | -2.7% | Q4 2025 | Jan 26, 2026 |
| Planned Solutions, Inc. | History | Added to | 124,578 | 3,267 | 1.05% | 1.06% | 375 | +5,040 | 4.22% | Q4 2025 | Jan 28, 2026 |
| Cross Staff Investments Inc | History | Added to | 123,536 | 3,240 | 1.78% | 2.0% | 376 | +12,021 | 10.78% | Q4 2025 | Feb 27, 2026 |
| Sachetta, LLC | History | Reduced | 122,155 | 3,204 | 1.75% | 1.25% | 377 | -8,053 | -6.18% | Q4 2025 | Feb 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 121,300 | 3,181 | 0.0% | 0.0% | 378 | +13,353 | 12.37% | Q4 2025 | Feb 12, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 121,263 | 3,180 | 0.62% | 0.63% | 379 | -1,765 | -1.43% | Q4 2025 | Jan 21, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 120,750 | 3,167 | 0.76% | 0.79% | 380 | +936 | 0.78% | Q4 2025 | Jan 12, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 120,749 | 3,167 | 0.46% | 0.52% | 381 | +186 | 0.15% | Q4 2025 | Feb 04, 2026 |
| Triangle Securities Wealth Management | History | Added to | 120,576 | 3,162 | 0.67% | 0.68% | 382 | +3,402 | 2.9% | Q4 2025 | Jan 13, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 120,424 | 3,158 | 0.99% | 0.89% | 383 | +15,317 | 14.57% | Q4 2025 | Feb 10, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 119,715 | 3,140 | 0.38% | 0.39% | 384 | -6,115 | -4.86% | Q4 2025 | Jan 27, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 117,819 | 3,090 | 1.09% | 1.09% | 385 | +7 | 0.01% | Q4 2025 | Jan 09, 2026 |
| Financial Designs Corp | History | Reduced | 117,106 | 3,071 | 1.74% | 1.87% | 387 | -5,970 | -4.85% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 117,091 | 3,071 | 0.02% | 0.02% | 386 | +4,788 | 4.26% | Q4 2025 | Feb 11, 2026 |
| GeoWealth Management, LLC | History | Added to | 116,770 | 3,062 | 0.11% | 0.09% | 388 | +16,727 | 16.72% | Q4 2025 | Feb 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 116,680 | 3,060 | 0.65% | 0.66% | 389 | +434 | 0.37% | Q4 2025 | Feb 10, 2026 |
| Skyline Advisors, Inc. | History | Added to | 116,118 | 3,045 | 1.02% | 1.03% | 390 | +58 | 0.05% | Q4 2025 | Jan 12, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 115,920 | 3,040 | 1.81% | 2.01% | 392 | -10,297 | -8.16% | Q4 2025 | Jan 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 115,935 | 3,040 | 1.01% | 1.07% | 391 | -7,021 | -5.71% | Q4 2025 | Jan 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 115,080 | 3,018 | 0.08% | 0.09% | 393 | +5,053 | 4.59% | Q4 2025 | Feb 02, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 114,633 | 3,016 | 1.17% | 1.27% | 394 | -345 | -0.3% | Q4 2025 | Jan 21, 2026 |
| American Investment Services, Inc. | History | New | 114,611 | 3,006 | 0.7% | — | 395 | +114,611 | New | Q4 2025 | Feb 13, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 112,648 | 2,954 | 1.05% | 1.03% | 396 | +795 | 0.71% | Q4 2025 | Jan 23, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 112,519 | 2,951 | 0.06% | 0.06% | 397 | -3,898 | -3.35% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 112,475 | 2,950 | 0.01% | 0.01% | 398 | -2,632 | -2.29% | Q4 2025 | Feb 11, 2026 |
| Wealth Group Ltd | History | Reduced | 111,054 | 2,912 | 0.65% | 0.72% | 399 | -9,745 | -8.07% | Q4 2025 | Jan 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 111,002 | 2,911 | 0.01% | 0.01% | 400 | -603 | -0.54% | Q4 2025 | Feb 11, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 110,840 | 2,907 | 2.02% | 2.16% | 401 | -697 | -0.62% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 110,723 | 2,904 | 0.4% | 0.44% | 402 | -9,487 | -7.89% | Q4 2025 | Jan 22, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 110,748 | 2,904 | 1.12% | 1.27% | 403 | +500 | 0.45% | Q4 2025 | Jan 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 109,825 | 2,880 | 0.13% | 0.13% | 404 | +1,834 | 1.7% | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 109,644 | 2,875 | 0.19% | 0.22% | 405 | -14,659 | -11.79% | Q4 2025 | Feb 18, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 109,568 | 2,873 | 0.1% | 0.1% | 406 | -1,976 | -1.77% | Q4 2025 | Jan 23, 2026 |
| NewEdge Wealth, LLC | History | Added to | 109,249 | 2,865 | 0.03% | 0.03% | 407 | +26,598 | 32.18% | Q4 2025 | Feb 03, 2026 |
| Kastel Capital Advisors, LLC | History | New | 109,220 | 2,864 | 1.76% | — | 408 | +109,220 | New | Q4 2025 | Feb 18, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 108,848 | 2,855 | 0.06% | — | 409 | +108,848 | New | Q4 2025 | Feb 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 108,309 | 2,840 | 0.16% | 0.16% | 410 | +8,082 | 8.06% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 107,465 | 2,818 | 0.03% | 0.05% | 411 | -97,602 | -47.6% | Q4 2025 | Feb 13, 2026 |
| Gleason Group, Inc. | History | Added to | 107,191 | 2,811 | 0.28% | 0.28% | 412 | +232 | 0.22% | Q4 2025 | Jan 15, 2026 |
| Elm Partners Management LLC | History | Added to | 106,827 | 2,802 | 0.13% | 0.12% | 413 | +12,415 | 13.15% | Q4 2025 | Feb 10, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 105,525 | 2,767 | 0.19% | 0.2% | 414 | +507 | 0.48% | Q4 2025 | Jan 16, 2026 |
| Elser Financial Planning, Inc | History | No change | 105,347 | 2,763 | 2.0% | 3.28% | 415 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SJBENEN ADVISORY, LLC | History | New | 105,143 | 2,757 | 2.57% | — | 416 | +105,143 | New | Q4 2025 | Jan 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 104,766 | 2,748 | 0.03% | 0.03% | 417 | +195 | 0.19% | Q4 2025 | Feb 12, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 103,931 | 2,726 | 0.8% | 0.91% | 418 | -1,339 | -1.27% | Q4 2025 | Feb 02, 2026 |
| Boltwood Capital Management | History | Reduced | 103,306 | 2,709 | 0.7% | 0.72% | 419 | -2,444 | -2.31% | Q4 2025 | Jan 02, 2026 |
| waypoint wealth counsel | History | Added to | 103,308 | 2,709 | 0.99% | 1.04% | 420 | +821 | 0.8% | Q4 2025 | Jan 28, 2026 |
| Foster Group, Inc. | History | Added to | 102,870 | 2,698 | 0.08% | 0.08% | 421 | +1,337 | 1.32% | Q4 2025 | Jan 12, 2026 |
| Red Tortoise LLC | History | Added to | 102,173 | 2,680 | 1.14% | 1.14% | 422 | +184 | 0.18% | Q4 2025 | Jan 22, 2026 |
| Values Added Financial LLC | History | Reduced | 101,394 | 2,659 | 1.12% | 1.16% | 423 | -407 | -0.4% | Q4 2025 | Jan 16, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 101,151 | 2,653 | 1.15% | 1.24% | 424 | +1,808 | 1.82% | Q4 2025 | Jan 23, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 101,128 | 2,652 | 0.56% | 0.58% | 425 | -600 | -0.59% | Q4 2025 | Jan 07, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 99,449 | 2,608 | 0.45% | 0.45% | 426 | -3,982 | -3.85% | Q4 2025 | Jan 30, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 99,354 | 2,606 | 0.16% | 0.16% | 427 | -475 | -0.48% | Q4 2025 | Feb 18, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 98,804 | 2,591 | 0.15% | 0.15% | 428 | -1,120 | -1.12% | Q4 2025 | Jan 29, 2026 |
| Mason & Associates, LLC | History | Reduced | 97,031 | 2,545 | 0.58% | 0.62% | 429 | -6,131 | -5.94% | Q4 2025 | Jan 21, 2026 |
| Csenge Advisory Group | History | Reduced | 97,000 | 2,544 | 0.12% | 0.12% | 430 | -144 | -0.15% | Q4 2025 | Feb 06, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 96,572 | 2,533 | 0.16% | 0.16% | 431 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 96,352 | 2,527 | 0.03% | 0.03% | 432 | -1,176 | -1.21% | Q4 2025 | Jan 13, 2026 |
| Great Waters Wealth Management | History | Reduced | 95,714 | 2,510 | 0.28% | 0.3% | 433 | -1,459 | -1.5% | Q4 2025 | Jan 15, 2026 |
| Dorato Capital Management | History | New | 93,710 | 2,500 | 1.88% | — | 434 | +93,710 | New | Q4 2025 | Jan 16, 2026 |
| Asset Management Group, Inc. | History | Reduced | 95,203 | 2,497 | 0.4% | 0.4% | 435 | -223 | -0.23% | Q4 2025 | Feb 17, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 95,176 | 2,496 | 0.48% | 0.47% | 436 | -171 | -0.18% | Q4 2025 | Feb 11, 2026 |
| Essex LLC | History | Reduced | 94,494 | 2,478 | 0.44% | 0.45% | 437 | -1,268 | -1.32% | Q4 2025 | Jan 20, 2026 |
| Advisory Alpha, LLC | History | Added to | 93,827 | 2,461 | 0.07% | 0.06% | 438 | +5,580 | 6.32% | Q4 2025 | Feb 06, 2026 |
| Indivisible Partners | History | New | 93,765 | 2,459 | 0.27% | — | 439 | +93,765 | New | Q4 2025 | Feb 03, 2026 |
| Axos Invest Inc. | History | Reduced | 93,359 | 2,448 | 1.8% | 2.46% | 440 | -34,217 | -26.82% | Q4 2025 | Jan 23, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 92,114 | 2,416 | 1.16% | 1.04% | 441 | +8,084 | 9.62% | Q4 2025 | Jan 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 92,030 | 2,414 | 0.0% | 0.0% | 442 | +15,760 | 20.66% | Q4 2025 | Feb 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 91,991 | 2,412 | 0.01% | 0.01% | 443 | -767 | -0.83% | Q4 2025 | Jan 30, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 90,890 | 2,384 | 0.48% | 0.47% | 444 | +687 | 0.76% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | Added to | 90,729 | 2,379 | 0.05% | 0.05% | 445 | +1,815 | 2.04% | Q4 2025 | Feb 17, 2026 |
| Souders Financial Advisors | History | Reduced | 90,645 | 2,377 | 0.27% | 0.28% | 446 | -1,935 | -2.09% | Q4 2025 | Feb 02, 2026 |
| Geometric Wealth Advisors | History | Reduced | 90,371 | 2,370 | 0.3% | 0.31% | 447 | -379 | -0.42% | Q4 2025 | Feb 06, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 90,180 | 2,365 | 1.29% | 1.28% | 448 | +1,444 | 1.63% | Q4 2025 | Feb 05, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Reduced | 90,152 | 2,364 | 0.1% | 0.11% | 449 | -4,110 | -4.36% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 89,480 | 2,348 | 0.04% | 0.04% | 450 | +3,223 | 3.74% | Q4 2025 | Feb 09, 2026 |
| SOL Capital Management CO | History | Added to | 89,028 | 2,335 | 0.21% | 0.2% | 451 | +992 | 1.13% | Q4 2025 | Jan 30, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 88,367 | 2,317 | 0.03% | 0.03% | 453 | -12,950 | -12.78% | Q4 2025 | Jan 21, 2026 |
| Texas Yale Capital Corp. | History | No change | 88,351 | 2,317 | 0.07% | 0.07% | 452 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Weaver Capital Management LLC | History | Reduced | 88,273 | 2,315 | 0.49% | 7.64% | 454 | -1,285,598 | -93.57% | Q4 2025 | Jan 22, 2026 |
| HOWE & RUSLING INC | History | Added to | 88,192 | 2,313 | 0.15% | 0.16% | 455 | +58 | 0.07% | Q4 2025 | Feb 17, 2026 |
| Barden Capital Management, Inc. | History | Added to | 87,594 | 2,297 | 1.89% | 1.78% | 456 | +4,077 | 4.88% | Q4 2025 | Jan 06, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 87,278 | 2,289 | 0.51% | 0.53% | 457 | -2,435 | -2.71% | Q4 2025 | Jan 14, 2026 |
| Operose Advisors LLC | History | Added to | 87,261 | 2,288 | 0.53% | 0.56% | 458 | +272 | 0.31% | Q4 2025 | Feb 10, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 86,675 | 2,273 | 1.05% | 0.79% | 460 | +23,041 | 36.21% | Q4 2025 | Jan 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 86,675 | 2,273 | 0.04% | 0.04% | 459 | +6,880 | 8.62% | Q4 2025 | Jan 16, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 86,442 | 2,267 | 0.89% | 0.9% | 461 | -796 | -0.91% | Q4 2025 | Jan 28, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 86,079 | 2,257 | 0.23% | 0.24% | 462 | -4,148 | -4.6% | Q4 2025 | Jan 27, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 85,953 | 2,254 | 0.19% | 0.19% | 463 | -475 | -0.55% | Q4 2025 | Jan 27, 2026 |
| Hendershot Investments Inc. | History | Added to | 85,716 | 2,248 | 0.29% | 0.27% | 464 | +1,655 | 1.97% | Q4 2025 | Jan 26, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 85,577 | 2,244 | 1.56% | 1.14% | 465 | +25,330 | 42.04% | Q4 2025 | Jan 23, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 85,347 | 2,238 | 0.62% | 0.7% | 466 | -222 | -0.26% | Q4 2025 | Feb 10, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 85,295 | 2,237 | 0.3% | 0.31% | 467 | -1,134 | -1.31% | Q4 2025 | Jan 16, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 84,793 | 2,224 | 0.23% | 0.22% | 468 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bank of New York Mellon Corp | History | Added to | 84,066 | 2,205 | 0.0% | 0.0% | 469 | +290 | 0.35% | Q4 2025 | Feb 10, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 84,038 | 2,204 | 0.03% | 0.03% | 470 | +289 | 0.35% | Q4 2025 | Feb 05, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 83,720 | 2,195 | 0.28% | 0.28% | 471 | +1,975 | 2.42% | Q4 2025 | Feb 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 83,613 | 2,193 | 0.0% | 0.0% | 472 | +789 | 0.95% | Q4 2025 | Feb 13, 2026 |
| Farrow Financial, Inc. | History | Added to | 83,285 | 2,184 | 1.25% | 0.84% | 473 | +26,673 | 47.12% | Q4 2025 | Jan 27, 2026 |
| WEIK CAPITAL MANAGEMENT | History | Reduced | 82,105 | 2,153 | 0.81% | 0.85% | 474 | -6,890 | -7.74% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 81,859 | 2,147 | 0.06% | 0.06% | 475 | +4,812 | 6.25% | Q4 2025 | Feb 13, 2026 |
| TRUST CO OF VERMONT | History | Added to | 81,336 | 2,133 | 0.09% | 0.06% | 476 | +26,658 | 48.75% | Q4 2025 | Jan 16, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 80,962 | 2,123 | 0.03% | 0.03% | 477 | +8 | 0.01% | Q4 2025 | Jan 15, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 80,625 | 2,114 | 0.0% | 0.01% | 478 | -48,750 | -37.68% | Q4 2025 | Feb 12, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 80,556 | 2,112 | 0.7% | 0.73% | 479 | -343 | -0.42% | Q4 2025 | Jan 26, 2026 |
| Adams Wealth Management | History | Reduced | 80,326 | 2,106 | 0.45% | 0.49% | 480 | -7,901 | -8.96% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | Reduced | 80,326 | 2,106 | 0.39% | 0.46% | 481 | -7,901 | -8.96% | Q4 2025 | Feb 18, 2026 |
| ASPIRIANT, LLC | History | Added to | 79,715 | 2,090 | 0.06% | 0.06% | 482 | +1,875 | 2.41% | Q4 2025 | Jan 20, 2026 |
| Kera Capital Partners, Inc. | History | No change | 76,533 | 2,039 | 0.25% | 0.3% | 483 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Modus Advisors, LLC | History | No change | 77,284 | 2,027 | 0.53% | 0.54% | 484 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Regent Peak Wealth Advisors LLC | History | Added to | 77,261 | 2,026 | 0.4% | 0.4% | 485 | +2 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Callahan Advisors, LLC | History | Reduced | 77,229 | 2,025 | 0.17% | 0.17% | 486 | -1,109 | -1.42% | Q4 2025 | Feb 06, 2026 |
| Exchange Bank | History | Reduced | 77,100 | 2,022 | 1.4% | 1.38% | 487 | -250 | -0.32% | Q4 2025 | Jan 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 75,725 | 2,002 | 0.14% | 0.15% | 488 | -4,676 | -5.82% | Q4 2025 | Jan 15, 2026 |
| GLENMEDE TRUST CO NA | History | New | 76,210 | 1,998 | 0.01% | — | 489 | +76,210 | New | Q4 2025 | Feb 17, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 76,014 | 1,993 | 0.36% | 0.03% | 490 | +273 | 0.36% | Q4 2025 | Mar 04, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 75,941 | 1,991 | 0.66% | 0.65% | 491 | +3,103 | 4.26% | Q4 2025 | Feb 11, 2026 |
| One Capital Management, LLC | History | Reduced | 75,520 | 1,980 | 0.06% | 0.07% | 492 | -4,836 | -6.02% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 75,276 | 1,974 | 0.05% | 0.05% | 493 | +4,202 | 5.91% | Q4 2025 | Feb 17, 2026 |
| Selective Wealth Management, Inc. | History | No change | 73,712 | 1,971 | 0.62% | 0.61% | 494 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 74,909 | 1,964 | 0.06% | 0.02% | 495 | +48,893 | 187.93% | Q4 2025 | Jan 20, 2026 |
| Curi Capital, LLC | History | Reduced | 74,498 | 1,954 | 0.03% | 0.04% | 496 | -1,351 | -1.78% | Q4 2025 | Feb 17, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 74,431 | 1,952 | 0.54% | 0.59% | 497 | +3,453 | 4.86% | Q4 2025 | Jan 26, 2026 |
| WFA of San Diego, LLC | History | Reduced | 74,106 | 1,943 | 1.42% | 1.34% | 498 | -2,244 | -2.94% | Q4 2025 | Feb 17, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Added to | 73,415 | 1,925 | 0.24% | 0.23% | 499 | +225 | 0.31% | Q4 2025 | Feb 09, 2026 |
| Clear Retirement Advice LLC | History | New | 71,659 | 1,894 | 1.47% | — | 500 | +71,659 | New | Q4 2025 | Feb 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 72,016 | 1,888 | 0.09% | 0.11% | 501 | +1,379 | 1.95% | Q4 2025 | Jan 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 71,654 | 1,879 | 0.01% | 0.0% | 502 | +43,832 | 157.54% | Q4 2025 | Jan 29, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 71,006 | 1,862 | 0.21% | 0.28% | 503 | -23,380 | -24.77% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 70,776 | 1,856 | 0.0% | 0.0% | 504 | +1,301 | 1.87% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Group, LLC | History | Added to | 70,587 | 1,851 | 0.16% | 0.16% | 505 | +1,216 | 1.75% | Q4 2025 | Feb 12, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 70,228 | 1,842 | 0.04% | 0.05% | 506 | -2,658 | -3.65% | Q4 2025 | Feb 02, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 70,069 | 1,837 | 0.38% | 0.39% | 507 | +305 | 0.44% | Q4 2025 | Jan 22, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 69,226 | 1,815 | 0.47% | 0.53% | 508 | -7,088 | -9.29% | Q4 2025 | Feb 06, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 69,231 | 1,815 | 0.63% | 0.67% | 509 | -2,027 | -2.84% | Q4 2025 | Jan 27, 2026 |
| North Forty Two & Co. | History | Added to | 68,992 | 1,809 | 1.71% | 1.72% | 510 | +326 | 0.47% | Q4 2025 | Feb 09, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 18,551 | 1,797 | 0.87% | — | 511 | +18,551 | New | Q4 2025 | Jan 09, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 68,062 | 1,785 | 0.04% | 0.14% | 512 | -1,346,766 | -95.19% | Q4 2025 | Feb 20, 2026 |
| Eley Financial Management, Inc | History | Added to | 68,075 | 1,785 | 0.64% | 0.62% | 513 | +1,254 | 1.88% | Q4 2025 | Feb 12, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 67,978 | 1,783 | 0.26% | 0.27% | 514 | -659 | -0.96% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 67,800 | 1,778 | 0.01% | 0.01% | 515 | +7,910 | 13.21% | Q4 2025 | Feb 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 67,231 | 1,763 | 0.57% | 0.27% | 516 | +3,306 | 5.17% | Q4 2025 | Jan 27, 2026 |
| CGN Advisors LLC | History | Reduced | 67,196 | 1,762 | 0.14% | 0.14% | 517 | -571 | -0.84% | Q4 2025 | Jan 05, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | Reduced | 67,120 | 1,760 | 1.14% | 1.19% | 518 | -4,300 | -6.02% | Q4 2025 | Feb 17, 2026 |
| S.A. Mason LLC | History | Added to | 67,130 | 1,760 | 0.7% | 0.76% | 519 | +365 | 0.55% | Q4 2025 | Jan 29, 2026 |
| Main Street Group, LTD | History | Reduced | 66,873 | 1,754 | 0.6% | 0.5% | 520 | -166 | -0.25% | Q4 2025 | Jan 26, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 66,749 | 1,750 | 0.24% | 0.24% | 521 | +68 | 0.1% | Q4 2025 | Jan 23, 2026 |
| Composition Wealth, LLC | History | Added to | 66,445 | 1,742 | 0.02% | 0.01% | 522 | +37,625 | 130.55% | Q4 2025 | Feb 02, 2026 |
| Value Investment Professionals, LLC | History | New | 65,931 | 1,729 | 1.81% | — | 523 | +65,931 | New | Q4 2025 | Feb 11, 2026 |
| RKL Wealth Management LLC | History | Added to | 65,854 | 1,727 | 0.14% | 0.14% | 524 | +1,117 | 1.73% | Q4 2025 | Feb 12, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 65,381 | 1,714 | 0.07% | 0.06% | 525 | +4,728 | 7.8% | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 65,331 | 1,713 | 0.03% | 0.03% | 526 | +7,681 | 13.32% | Q4 2025 | Feb 03, 2026 |
| VANGUARD GROUP INC | History | Added to | 64,910 | 1,702 | 0.0% | 0.0% | 527 | +1,704 | 2.7% | Q4 2025 | Jan 29, 2026 |
| Missouri Trust & Investment Co | History | No change | 63,990 | 1,678 | 0.49% | 0.49% | 528 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 63,745 | 1,672 | 0.02% | 0.02% | 529 | -343 | -0.54% | Q4 2025 | Jan 29, 2026 |
| BSW Wealth Partners | History | Reduced | 63,593 | 1,668 | 0.2% | 0.21% | 530 | -2,558 | -3.87% | Q4 2025 | Jan 23, 2026 |
| Western Wealth Management, LLC | History | Reduced | 63,290 | 1,660 | 0.08% | 0.09% | 531 | -763 | -1.19% | Q4 2025 | Feb 05, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 62,526 | 1,640 | 0.04% | 0.07% | 532 | -17,172 | -21.55% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 69,146 | 1,637 | 0.04% | 0.04% | 533 | -2,444 | -3.41% | Q4 2025 | Feb 11, 2026 |
| Blossom Wealth Management | History | Reduced | 61,795 | 1,620 | 2.67% | 2.86% | 534 | -7,195 | -10.43% | Q4 2025 | Jan 16, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 61,637 | 1,616 | 0.97% | 0.75% | 535 | +13,543 | 28.16% | Q4 2025 | Feb 10, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | New | 61,200 | 1,605 | 0.2% | — | 536 | +61,200 | New | Q4 2025 | Jan 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 61,152 | 1,604 | 0.14% | 0.14% | 537 | -158 | -0.26% | Q4 2025 | Jan 26, 2026 |
| REDW Wealth LLC | History | No change | 61,163 | 1,604 | 0.61% | 0.59% | 538 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 60,945 | 1,598 | 0.02% | 0.02% | 539 | -1,151 | -1.85% | Q4 2025 | Feb 17, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 60,520 | 1,587 | 0.85% | 0.9% | 540 | -1,503 | -2.42% | Q4 2025 | Feb 05, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 60,315 | 1,582 | 0.1% | 0.11% | 541 | -1,809 | -2.91% | Q4 2025 | Jan 27, 2026 |
| Bogart Wealth, LLC | History | Reduced | 59,003 | 1,547 | 0.06% | 0.06% | 542 | -1,173 | -1.95% | Q4 2025 | Jan 30, 2026 |
| BAILARD, INC. | History | Reduced | 58,808 | 1,542 | 0.03% | 0.03% | 543 | -1,350 | -2.24% | Q4 2025 | Feb 04, 2026 |
| Larson Financial Group LLC | History | Reduced | 57,971 | 1,520 | 0.05% | 0.05% | 544 | -88 | -0.15% | Q4 2025 | Feb 06, 2026 |
| Northern Lights Advisors, Inc. | History | New | 57,447 | 1,506 | 1.03% | — | 545 | +57,447 | New | Q4 2025 | Apr 20, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 57,276 | 1,502 | 0.76% | 0.81% | 546 | -176 | -0.31% | Q4 2025 | Jan 21, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 57,249 | 1,501 | 0.82% | 0.83% | 547 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Wealth Architects, LLC | History | Reduced | 56,957 | 1,493 | 0.13% | 0.14% | 548 | -888 | -1.54% | Q4 2025 | Feb 17, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 56,892 | 1,492 | 0.47% | 0.49% | 549 | -177 | -0.31% | Q4 2025 | Feb 06, 2026 |
| RMG Wealth Management LLC | History | Added to | 55,960 | 1,488 | 0.19% | 0.2% | 550 | +1,435 | 2.63% | Q4 2025 | Jan 29, 2026 |
| VERITY Wealth Advisors | History | No change | 56,088 | 1,471 | 0.91% | 0.91% | 551 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| World Investment Advisors | History | Added to | 56,031 | 1,469 | 0.02% | 0.03% | 552 | +3,512 | 6.69% | Q4 2025 | Mar 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 55,976 | 1,468 | 0.05% | — | 553 | +55,976 | New | Q4 2025 | Feb 13, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 55,764 | 1,462 | 0.3% | 0.34% | 554 | -3,151 | -5.35% | Q4 2025 | Jan 23, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 55,672 | 1,460 | 0.18% | 0.19% | 555 | -276 | -0.49% | Q4 2025 | Jan 22, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 55,608 | 1,458 | 0.06% | 0.06% | 556 | -1,852 | -3.22% | Q4 2025 | Feb 17, 2026 |
| Guardian Wealth Management, Inc. | History | Reduced | 55,462 | 1,454 | 0.85% | 0.87% | 557 | -1,545 | -2.71% | Q4 2025 | Feb 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 55,028 | 1,446 | 0.15% | 0.15% | 558 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 55,000 | 1,442 | 0.0% | 0.0% | 559 | -16,900 | -23.5% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 54,931 | 1,440 | 0.02% | 0.02% | 560 | +2,047 | 3.87% | Q4 2025 | Jan 29, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 54,868 | 1,439 | 0.01% | 0.01% | 561 | -1,778 | -3.14% | Q4 2025 | Jan 29, 2026 |
| Provident Living Financial Services, Inc. | History | New | 54,772 | 1,436 | 1.41% | — | 562 | +54,772 | New | Q4 2025 | Jan 21, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 54,677 | 1,434 | 0.52% | 0.54% | 563 | -116 | -0.21% | Q4 2025 | Jan 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 54,280 | 1,423 | 0.05% | 0.05% | 564 | -891 | -1.61% | Q4 2025 | Jan 13, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 54,221 | 1,422 | 0.66% | 0.71% | 565 | -1,565 | -2.81% | Q4 2025 | Jan 22, 2026 |
| PDS Planning, Inc | History | Reduced | 54,121 | 1,419 | 0.09% | 0.1% | 566 | -1,506 | -2.71% | Q4 2025 | Jan 26, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 53,548 | 1,404 | 0.02% | 0.01% | 568 | +23,036 | 75.5% | Q4 2025 | Feb 10, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 53,540 | 1,404 | 0.04% | 0.04% | 567 | -472 | -0.87% | Q4 2025 | Feb 05, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 52,916 | 1,387 | 0.19% | 0.2% | 569 | -383 | -0.72% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 52,276 | 1,382 | 0.05% | 0.05% | 571 | +19,560 | 59.79% | Q4 2025 | Feb 13, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 52,699 | 1,382 | 0.52% | 0.55% | 570 | -1,924 | -3.52% | Q4 2025 | Jan 08, 2026 |
| Seascape Capital Management | History | Reduced | 52,033 | 1,365 | 0.39% | 0.4% | 572 | -1,600 | -2.98% | Q4 2025 | Jan 21, 2026 |
| Attessa Capital LLC | History | Reduced | 52,022 | 1,364 | 0.75% | 0.81% | 574 | -1,121 | -2.11% | Q4 2025 | Jan 06, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 52,011 | 1,364 | 0.27% | 0.28% | 573 | +576 | 1.12% | Q4 2025 | Jan 28, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 51,232 | 1,343 | 0.24% | 0.22% | 575 | +6,280 | 13.97% | Q4 2025 | Feb 06, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 51,012 | 1,338 | 0.4% | 0.45% | 576 | -4,318 | -7.8% | Q4 2025 | Feb 10, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 50,619 | 1,327 | 0.56% | 0.59% | 577 | -1,829 | -3.49% | Q4 2025 | Jan 12, 2026 |
| Envision Financial LLC | History | Reduced | 50,565 | 1,326 | 0.7% | 0.75% | 578 | -138 | -0.27% | Q4 2025 | Jan 07, 2026 |
| Keebeck Wealth Management | History | Added to | 49,980 | 1,310 | 0.15% | 0.15% | 579 | +11 | 0.02% | Q4 2025 | Feb 17, 2026 |
| SVB WEALTH LLC | History | Reduced | 49,768 | 1,305 | 0.08% | 0.09% | 580 | -13,722 | -21.61% | Q4 2025 | Feb 04, 2026 |
| Hurley Capital, LLC | History | Added to | 49,604 | 1,301 | 0.73% | 0.7% | 581 | +1,006 | 2.07% | Q4 2025 | Feb 17, 2026 |
| KLCM Advisors, Inc. | History | New | 49,359 | 1,294 | 0.11% | — | 582 | +49,359 | New | Q4 2025 | Feb 04, 2026 |
| Cornerstone Planning, LLC | History | New | 48,984 | 1,284 | 0.3% | — | 583 | +48,984 | New | Q4 2025 | Mar 17, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 48,530 | 1,272 | 0.22% | 0.24% | 584 | -253 | -0.52% | Q4 2025 | Jan 21, 2026 |
| Greenspring Advisors, LLC | History | New | 48,080 | 1,261 | 0.08% | — | 585 | +48,080 | New | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 47,798 | 1,253 | 0.05% | 0.05% | 586 | -3,083 | -6.06% | Q4 2025 | Feb 06, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | Added to | 47,595 | 1,248 | 0.68% | 0.69% | 587 | +144 | 0.3% | Q4 2025 | Jan 28, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 47,356 | 1,242 | 0.26% | 0.26% | 588 | +103 | 0.22% | Q4 2025 | Jan 22, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 46,920 | 1,230 | 0.09% | 0.09% | 589 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Midwest Financial Group LLC | History | Added to | 46,872 | 1,229 | 0.54% | 0.57% | 590 | +104 | 0.22% | Q4 2025 | Jan 20, 2026 |
| Westwood Wealth Management | History | New | 46,656 | 1,223 | 0.92% | — | 591 | +46,656 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 46,656 | 1,223 | 0.92% | 0.99% | 592 | -2,130 | -4.37% | Q4 2025 | Jan 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 45,722 | 1,199 | 0.09% | 0.1% | 593 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 45,560 | 1,195 | 0.16% | 0.16% | 594 | +1,122 | 2.52% | Q4 2025 | Feb 13, 2026 |
| FineMark National Bank & Trust | History | No change | 45,552 | 1,194 | 0.04% | 0.04% | 595 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 45,488 | 1,193 | 0.27% | 0.28% | 596 | -1,548 | -3.29% | Q4 2025 | Feb 03, 2026 |
| Tandem Investment Partners LLC | History | Added to | 45,467 | 1,192 | 1.01% | 0.84% | 597 | +5,894 | 14.89% | Q4 2025 | Jan 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 45,283 | 1,188 | 0.01% | 0.01% | 598 | +3,367 | 8.03% | Q4 2025 | Jan 05, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 45,224 | 1,186 | 0.6% | 0.63% | 599 | -61 | -0.13% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 45,155 | 1,184 | 0.52% | 0.57% | 600 | -5,374 | -10.64% | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | Added to | 45,086 | 1,182 | 0.07% | 0.05% | 601 | +14,836 | 49.04% | Q4 2025 | Feb 11, 2026 |
| McCarthy Asset Management, Inc. | History | Reduced | 44,647 | 1,171 | 0.61% | 1.45% | 602 | -43,168 | -49.16% | Q4 2025 | Feb 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 44,470 | 1,166 | 0.03% | — | 603 | +44,470 | New | Q4 2025 | Feb 09, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 44,352 | 1,163 | 0.4% | 0.37% | 604 | +2,013 | 4.75% | Q4 2025 | Jan 05, 2026 |
| Smith Salley Wealth Management | History | No change | 43,968 | 1,153 | 0.06% | 0.06% | 605 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 43,774 | 1,148 | 0.72% | — | 606 | +43,774 | New | Q4 2025 | Feb 04, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 43,541 | 1,142 | 0.21% | 0.23% | 607 | -632 | -1.43% | Q4 2025 | Jan 30, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 43,537 | 1,141 | 0.1% | 0.08% | 608 | +21,768 | 100.0% | Q4 2025 | Feb 11, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 43,441 | 1,139 | 0.43% | 0.43% | 609 | +136 | 0.31% | Q4 2025 | Jan 23, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 42,632 | 1,118 | 0.03% | 0.03% | 610 | +129 | 0.3% | Q4 2025 | Feb 03, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 41,650 | 1,115 | 0.25% | 0.27% | 611 | -1,068 | -2.5% | Q4 2025 | Jan 23, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 42,339 | 1,110 | 3.36% | — | 612 | +42,339 | New | Q4 2025 | Feb 06, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 42,290 | 1,109 | 0.2% | 0.21% | 613 | +44 | 0.1% | Q4 2025 | Mar 05, 2026 |
| Hamilton Wealth, LLC | History | New | 42,246 | 1,108 | 0.21% | — | 614 | +42,246 | New | Q4 2025 | Feb 19, 2026 |
| WLTH Capital Management, LLC | History | New | 42,017 | 1,106 | 0.86% | — | 615 | +42,017 | New | Q4 2025 | Feb 24, 2026 |
| Fulcrum Equity Management | History | Reduced | 42,025 | 1,102 | 1.05% | 1.1% | 616 | -96 | -0.23% | Q4 2025 | Jan 06, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 41,897 | 1,099 | 0.12% | 0.12% | 617 | +970 | 2.37% | Q4 2025 | Jan 21, 2026 |
| Summit Place Financial Advisors, LLC | History | Added to | 41,214 | 1,081 | 0.52% | 0.49% | 618 | +425 | 1.04% | Q4 2025 | Feb 02, 2026 |
| Altus Wealth Group LLC | History | Added to | 40,961 | 1,074 | 0.43% | 0.43% | 619 | +116 | 0.28% | Q4 2025 | Feb 13, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 40,761 | 1,069 | 0.04% | 0.05% | 620 | -133 | -0.33% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Capital, Inc. | History | No change | 40,678 | 1,066 | 0.11% | 0.1% | 621 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 40,624 | 1,065 | 0.36% | 0.36% | 622 | +43 | 0.11% | Q4 2025 | Jan 28, 2026 |
| FF Advisors,LLC | History | Added to | 40,553 | 1,063 | 0.47% | 0.5% | 623 | +40 | 0.1% | Q4 2025 | Feb 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 40,512 | 1,062 | 0.04% | 0.04% | 624 | -1,705 | -4.04% | Q4 2025 | Feb 12, 2026 |
| Northern Capital Management, Inc. | History | Added to | 40,395 | 1,059 | 0.56% | 0.56% | 625 | +495 | 1.24% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 40,338 | 1,058 | 0.0% | 0.0% | 626 | -4 | -0.01% | Q4 2025 | Feb 02, 2026 |
| GREENLEAF TRUST | History | No change | 40,350 | 1,058 | 0.01% | 0.01% | 627 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Evanson Asset Management, LLC | History | Added to | 40,281 | 1,056 | 0.06% | 0.06% | 628 | +146 | 0.36% | Q4 2025 | Jan 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 39,344 | 1,054 | 0.05% | 0.06% | 629 | -326 | -0.82% | Q4 2025 | Feb 03, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | New | 39,815 | 1,044 | 0.06% | — | 630 | +39,815 | New | Q4 2025 | Jan 22, 2026 |
| Waycross Investment Management Co | History | Reduced | 39,665 | 1,040 | 0.91% | 1.04% | 631 | -111 | -0.28% | Q4 2025 | Jan 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 39,315 | 1,031 | 0.02% | 0.01% | 632 | +17,443 | 79.75% | Q4 2025 | Feb 13, 2026 |
| Belvedere Trading LLC | History | Reduced | 39,154 | 1,027 | 0.0% | 0.0% | 633 | -18,800 | -32.44% | Q4 2025 | Feb 10, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 39,010 | 1,023 | 0.11% | 0.13% | 634 | -5,515 | -12.39% | Q4 2025 | Jan 22, 2026 |
| Miller Capital Partners, Inc. | History | New | 38,965 | 1,022 | 0.51% | — | 635 | +38,965 | New | Q4 2025 | Feb 17, 2026 |
| Ironwood Financial, llc | History | Reduced | 38,053 | 1,021 | 0.17% | 0.18% | 636 | -699 | -1.8% | Q4 2025 | Jan 15, 2026 |
| One Day In July LLC | History | Added to | 38,790 | 1,017 | 0.08% | 0.08% | 637 | +793 | 2.09% | Q4 2025 | Feb 04, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 38,679 | 1,014 | 0.11% | 0.12% | 638 | -1,168 | -2.93% | Q4 2025 | Feb 06, 2026 |
| High Probability Advisors, LLC | History | Added to | 38,477 | 1,009 | 0.13% | 0.13% | 639 | +1,151 | 3.08% | Q4 2025 | Jan 29, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 38,462 | 1,008 | 0.07% | 0.07% | 640 | -3,355 | -8.02% | Q4 2025 | Apr 02, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 38,283 | 1,004 | 0.07% | 0.08% | 641 | -1,790 | -4.47% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Management, Inc | History | Reduced | 38,021 | 997 | 0.06% | 0.06% | 642 | -440 | -1.14% | Q4 2025 | Jan 21, 2026 |
| Indie Asset Partners, LLC | History | Reduced | 37,903 | 994 | 1.11% | 1.36% | 643 | -1,870 | -4.7% | Q4 2025 | Feb 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 37,844 | 992 | 0.02% | 0.02% | 644 | +267 | 0.71% | Q4 2025 | Feb 13, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | Added to | 37,735 | 989 | 1.08% | 1.08% | 645 | +1,504 | 4.15% | Q4 2025 | Jan 14, 2026 |
| Diligent Investors, LLC | History | Reduced | 37,401 | 981 | 0.24% | 0.25% | 646 | -520 | -1.37% | Q4 2025 | Jan 23, 2026 |
| CAP Partners, LLC | History | Reduced | 37,280 | 977 | 0.55% | 0.56% | 647 | -932 | -2.44% | Q4 2025 | Feb 04, 2026 |
| Madrid Wealth Management, LLC | History | New | 36,941 | 968 | 0.79% | — | 648 | +36,941 | New | Q4 2025 | Feb 02, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 36,135 | 957 | 0.06% | 0.06% | 649 | +83 | 0.23% | Q4 2025 | Jan 23, 2026 |
| Phocas Financial Corp. | History | No change | 36,417 | 955 | 0.12% | 0.12% | 650 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Diversified Trust Co | History | Reduced | 36,348 | 953 | 0.02% | 0.02% | 651 | -61 | -0.17% | Q4 2025 | Jan 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 36,225 | 950 | 0.02% | 0.02% | 652 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 36,225 | 950 | 0.14% | 0.13% | 653 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 36,070 | 946 | 0.0% | 0.0% | 654 | -810 | -2.2% | Q4 2025 | Feb 11, 2026 |
| Vise Technologies, Inc. | History | Added to | 36,050 | 945 | 0.02% | 0.02% | 656 | +16,185 | 81.47% | Q4 2025 | Feb 11, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 36,050 | 945 | 0.02% | 0.02% | 655 | -2,200 | -5.75% | Q4 2025 | Jan 21, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 35,855 | 940 | 0.25% | 0.3% | 657 | -5,793 | -13.91% | Q4 2025 | Feb 09, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 35,827 | 939 | 0.1% | 0.12% | 658 | +46 | 0.13% | Q4 2025 | Jan 28, 2026 |
| AE Wealth Management LLC | History | Added to | 35,636 | 934 | 0.01% | 0.0% | 659 | +9,138 | 34.49% | Q4 2025 | Jan 26, 2026 |
| Burton Enright Welch | History | Reduced | 35,559 | 932 | 0.13% | 0.14% | 660 | -666 | -1.84% | Q4 2025 | Feb 13, 2026 |
| Ketron Financial | History | New | 35,507 | 931 | 0.31% | — | 661 | +35,507 | New | Q4 2025 | Feb 24, 2026 |
| Traction Financial Partners, LLC | History | Added to | 35,319 | 926 | 0.55% | 0.53% | 662 | +2,018 | 6.06% | Q4 2025 | Jan 29, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 34,833 | 913 | 0.56% | 0.56% | 663 | +793 | 2.33% | Q4 2025 | Jan 07, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 34,705 | 910 | 0.51% | 0.48% | 664 | -243 | -0.7% | Q4 2025 | Jan 14, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 34,485 | 904 | 0.09% | 0.09% | 665 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 34,470 | 904 | 0.33% | 0.34% | 666 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 33,712 | 901 | 0.59% | 0.6% | 667 | +964 | 2.94% | Q4 2025 | Feb 11, 2026 |
| Mason & Associates Inc | History | Added to | 34,124 | 895 | 0.17% | 0.18% | 668 | +9 | 0.03% | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 34,095 | 894 | 0.02% | 0.02% | 669 | +1,554 | 4.78% | Q4 2025 | Jan 28, 2026 |
| Wolfstich Capital, LLC | History | New | 32,427 | 889 | 0.82% | — | 670 | +32,427 | New | Q4 2025 | Jan 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 33,884 | 888 | 0.7% | — | 671 | +33,884 | New | Q4 2025 | Feb 11, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 33,622 | 881 | 0.1% | 0.12% | 672 | -7,433 | -18.1% | Q4 2025 | Feb 18, 2026 |
| Apex Wealth Management, LLC | History | Added to | 32,956 | 881 | 0.89% | 0.6% | 673 | +66 | 0.2% | Q4 2025 | Jan 26, 2026 |
| Forum Financial Management, LP | History | Added to | 33,567 | 880 | 0.01% | 0.01% | 674 | +2,034 | 6.45% | Q4 2025 | Jan 27, 2026 |
| LAWOOD & CO | History | New | 33,510 | 878 | 0.83% | — | 675 | +33,510 | New | Q4 2025 | Feb 05, 2026 |
| DecisionPoint Financial, LLC | History | No change | 33,423 | 876 | 0.19% | 0.2% | 676 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 33,282 | 872 | 0.34% | 0.32% | 677 | +3,810 | 12.93% | Q4 2025 | Feb 04, 2026 |
| Beacon Capital Management, LLC | History | Added to | 33,201 | 870 | 0.13% | 0.11% | 679 | +4,258 | 14.71% | Q4 2025 | Feb 13, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 33,169 | 870 | 0.18% | 0.17% | 678 | -4 | -0.01% | Q4 2025 | Feb 12, 2026 |
| Next Capital Management LLC | History | Added to | 33,125 | 868 | 0.28% | 0.28% | 680 | +104 | 0.31% | Q4 2025 | Feb 11, 2026 |
| Westmount Partners, LLC | History | Added to | 32,834 | 861 | 0.21% | 0.22% | 681 | +32 | 0.1% | Q4 2025 | Jan 15, 2026 |
| Sunpointe, LLC | History | Added to | 32,614 | 855 | 0.28% | 0.3% | 682 | +118 | 0.36% | Q4 2025 | Jan 23, 2026 |
| Hudock, Inc. | History | Reduced | 32,151 | 843 | 0.12% | 0.13% | 684 | -2,209 | -6.43% | Q4 2025 | Feb 12, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 32,147 | 843 | 0.02% | 0.02% | 683 | +1,236 | 4.0% | Q4 2025 | Jan 23, 2026 |
| GatePass Capital, LLC | History | New | 32,097 | 841 | 0.43% | — | 685 | +32,097 | New | Q4 2025 | Feb 09, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | Reduced | 31,993 | 839 | 1.07% | 1.03% | 686 | -1,149 | -3.47% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 31,933 | 837 | 0.04% | 0.05% | 687 | -1,279 | -3.85% | Q4 2025 | Jan 20, 2026 |
| COMERICA BANK | History | Added to | 31,877 | 836 | 0.0% | 0.0% | 688 | +192 | 0.61% | Q4 2025 | Jan 29, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 31,866 | 835 | 0.29% | 0.27% | 689 | +1,877 | 6.26% | Q4 2025 | Jan 21, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 31,787 | 833 | 0.13% | 0.16% | 690 | -1,900 | -5.64% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Added to | 31,580 | 828 | 0.19% | 0.18% | 691 | +3,796 | 13.66% | Q4 2025 | Jan 12, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 30,944 | 827 | 0.05% | 0.05% | 692 | +1,699 | 5.81% | Q4 2025 | Jan 26, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 31,510 | 826 | 0.0% | 0.0% | 693 | +170 | 0.54% | Q4 2025 | Feb 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 31,462 | 825 | 0.03% | 0.03% | 694 | +248 | 0.79% | Q4 2025 | Feb 13, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 31,250 | 819 | 0.11% | 0.12% | 695 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 31,154 | 817 | 0.18% | 0.18% | 696 | +717 | 2.36% | Q4 2025 | Jan 28, 2026 |
| Veracity Capital LLC | History | New | 31,020 | 813 | 0.24% | — | 697 | +31,020 | New | Q4 2025 | Jan 29, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 30,952 | 811 | 0.08% | 0.08% | 698 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 30,853 | 809 | 0.03% | 0.03% | 699 | +96 | 0.31% | Q4 2025 | Jan 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 30,775 | 807 | 0.0% | 0.0% | 700 | +1,094 | 3.69% | Q4 2025 | Feb 09, 2026 |
| Costello Asset Management, INC | History | Reduced | 30,536 | 800 | 0.26% | 0.29% | 701 | -2,885 | -8.63% | Q4 2025 | Feb 03, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 30,474 | 799 | 0.04% | 0.04% | 702 | +1,532 | 5.29% | Q4 2025 | Mar 04, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Reduced | 30,284 | 794 | 0.2% | 0.31% | 703 | -18,174 | -37.5% | Q4 2025 | Jan 22, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 30,162 | 791 | 0.26% | 0.29% | 704 | -3,020 | -9.1% | Q4 2025 | Feb 11, 2026 |
| Crewe Advisors LLC | History | Reduced | 29,967 | 786 | 0.07% | 0.09% | 707 | -4,776 | -13.75% | Q4 2025 | Jan 16, 2026 |
| Hills Bank & Trust Co | History | No change | 30,000 | 786 | 0.05% | 0.05% | 705 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bowie Capital Management, LLC | History | No change | 30,000 | 786 | 0.03% | 0.03% | 706 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | No change | 30,000 | 786 | 0.02% | 0.02% | 708 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Plancorp, LLC | History | Reduced | 29,818 | 782 | 0.02% | 0.04% | 709 | -14,434 | -32.62% | Q4 2025 | Feb 05, 2026 |
| Womack Financial LLC | History | Added to | 29,747 | 780 | 0.58% | 0.52% | 710 | +2,982 | 11.14% | Q4 2025 | Feb 10, 2026 |
| Tannin Capital LLC | History | New | 29,702 | 779 | 0.7% | — | 711 | +29,702 | New | Q4 2025 | Feb 17, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 29,668 | 778 | 0.57% | 0.6% | 712 | -1,580 | -5.06% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 29,551 | 775 | 0.01% | 0.01% | 713 | +10,803 | 57.62% | Q4 2025 | Feb 12, 2026 |
| Horizon Investment Services, LLC | History | Added to | 29,497 | 773 | 0.28% | 0.28% | 714 | +167 | 0.57% | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | No change | 29,352 | 769 | 0.05% | 0.05% | 715 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EWA, LLC | History | New | 28,965 | 759 | 0.19% | — | 716 | +28,965 | New | Q4 2025 | Feb 03, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 28,922 | 758 | 0.33% | — | 718 | +28,922 | New | Q4 2025 | Mar 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 28,930 | 758 | 0.01% | 0.01% | 717 | +289 | 1.01% | Q4 2025 | Jan 22, 2026 |
| Magnus Financial Group LLC | History | Added to | 28,751 | 754 | 0.06% | 0.04% | 719 | +8,385 | 41.17% | Q4 2025 | Jan 07, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 28,769 | 754 | 0.36% | 0.38% | 720 | -1,158 | -3.87% | Q4 2025 | Jan 27, 2026 |
| NorthRock Partners, LLC | History | Added to | 28,585 | 749 | 0.01% | 0.01% | 721 | +8,516 | 42.43% | Q4 2025 | Feb 17, 2026 |
| BANTAMAC CAPITAL, LLC | History | Reduced | 28,200 | 739 | 0.36% | 0.4% | 722 | -1,800 | -6.0% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 28,122 | 737 | 0.03% | 0.03% | 723 | +36 | 0.13% | Q4 2025 | Feb 02, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 28,046 | 735 | 0.27% | 0.3% | 724 | -2,098 | -6.96% | Q4 2025 | Jan 15, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 27,944 | 732 | 0.13% | 0.13% | 725 | -439 | -1.55% | Q4 2025 | Jan 09, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 27,904 | 731 | 0.36% | 0.37% | 726 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Analysts, LLC | History | Added to | 27,770 | 728 | 0.02% | 0.02% | 727 | +71 | 0.26% | Q4 2025 | Feb 11, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 27,492 | 721 | 0.3% | 0.32% | 728 | -153 | -0.55% | Q4 2025 | Jan 28, 2026 |
| Scott & Selber, Inc. | History | Added to | 27,447 | 719 | 0.18% | 0.18% | 729 | +16 | 0.06% | Q4 2025 | Jan 09, 2026 |
| Reliant Wealth Planning | History | No change | 27,189 | 713 | 0.22% | 0.23% | 730 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | New | 27,091 | 710 | 0.39% | — | 731 | +27,091 | New | Q4 2025 | Apr 07, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 26,997 | 708 | 0.05% | 0.05% | 732 | +611 | 2.32% | Q4 2025 | Feb 02, 2026 |
| Perennial Advisors, LLC | History | Reduced | 27,006 | 708 | 0.12% | 0.12% | 733 | -238 | -0.87% | Q4 2025 | Jan 12, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 27,000 | 708 | 0.12% | 0.12% | 734 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 26,916 | 706 | 0.0% | 0.0% | 736 | -38,882 | -59.09% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 26,924 | 706 | 0.01% | 0.01% | 735 | +1,618 | 6.39% | Q4 2025 | Jan 20, 2026 |
| AF Advisors, Inc. | History | Added to | 26,935 | 706 | 0.27% | 0.28% | 737 | +8 | 0.03% | Q4 2025 | Feb 06, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 26,903 | 705 | 0.3% | 0.31% | 738 | +215 | 0.81% | Q4 2025 | Jan 26, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 26,808 | 703 | 0.1% | — | 739 | +26,808 | New | Q4 2025 | Feb 13, 2026 |
| Denver PWM, LLC | History | No change | 29,523 | 703 | 0.23% | 0.22% | 740 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 26,631 | 698 | 0.05% | 0.05% | 741 | +72 | 0.27% | Q4 2025 | Jan 07, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 26,587 | 697 | 0.17% | 0.15% | 742 | +35 | 0.13% | Q4 2025 | Jan 08, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 26,523 | 695 | 0.08% | 0.08% | 743 | -66 | -0.25% | Q4 2025 | Feb 03, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 26,400 | 692 | 0.01% | 0.01% | 744 | +1,948 | 7.97% | Q4 2025 | Feb 06, 2026 |
| Econ Financial Services Corp | History | Reduced | 26,356 | 691 | 0.35% | 0.36% | 745 | -1,770 | -6.29% | Q4 2025 | Jan 15, 2026 |
| McAdam, LLC | History | Reduced | 26,361 | 691 | 0.03% | 0.03% | 746 | -152 | -0.57% | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | New | 26,197 | 687 | 0.0% | — | 747 | +26,197 | New | Q4 2025 | Feb 13, 2026 |
| Advisor OS, LLC | History | Reduced | 26,199 | 687 | 0.06% | 0.06% | 748 | -450 | -1.69% | Q4 2025 | Feb 04, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 26,162 | 686 | 0.11% | 0.12% | 749 | +81 | 0.31% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 26,144 | 685 | 0.0% | 0.0% | 750 | -132,556 | -83.53% | Q4 2025 | Feb 13, 2026 |
| SouthState Bank Corp | History | Reduced | 25,917 | 679 | 0.03% | 0.04% | 751 | -4,225 | -14.02% | Q4 2025 | Feb 11, 2026 |
| BIP Wealth, LLC | History | Added to | 25,428 | 666 | 0.02% | 0.02% | 752 | +11,764 | 86.09% | Q4 2025 | Jan 21, 2026 |
| Wernau Asset Management Inc. | History | Reduced | 25,320 | 664 | 0.36% | 0.49% | 753 | -2,874 | -10.19% | Q4 2025 | Jan 21, 2026 |
| My Personal CFO, LLC | History | Reduced | 25,257 | 662 | 0.28% | 0.3% | 755 | -4,887 | -16.21% | Q4 2025 | Jan 15, 2026 |
| Summit Asset Management, LLC | History | Added to | 25,241 | 662 | 0.09% | 0.1% | 754 | +8 | 0.03% | Q4 2025 | Feb 09, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 25,089 | 658 | 0.15% | 0.15% | 756 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 25,092 | 658 | 0.19% | 0.19% | 757 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 25,067 | 657 | 0.1% | 0.1% | 758 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Greenline Partners, LLC | History | Added to | 25,036 | 656 | 0.08% | 0.08% | 759 | +67 | 0.27% | Q4 2025 | Feb 17, 2026 |
| OLIO Financial Planning | History | Reduced | 24,779 | 649 | 0.18% | 0.19% | 760 | -2 | -0.01% | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | Reduced | 24,407 | 640 | 0.03% | 0.04% | 761 | -2,897 | -10.61% | Q4 2025 | Feb 10, 2026 |
| Broadleaf Partners, LLC | History | Added to | 24,177 | 634 | 0.13% | 0.13% | 762 | +354 | 1.49% | Q4 2025 | Feb 13, 2026 |
| Integris Wealth Management, LLC | History | No change | 24,107 | 632 | 0.14% | 0.15% | 763 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 23,877 | 626 | 0.09% | 0.09% | 764 | -260 | -1.08% | Q4 2025 | Feb 04, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 23,806 | 624 | 0.03% | 0.03% | 765 | +1,680 | 7.59% | Q4 2025 | Jan 15, 2026 |
| Disciplined Investments, LLC | History | Reduced | 23,744 | 622 | 0.24% | 0.63% | 766 | -38,127 | -61.62% | Q4 2025 | Feb 05, 2026 |
| IRON Financial LLC | History | Added to | 23,540 | 617 | 0.28% | 0.29% | 767 | +16 | 0.07% | Q4 2025 | Jan 22, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 23,412 | 614 | 0.06% | 0.05% | 768 | -458 | -1.92% | Q4 2025 | Jan 20, 2026 |
| Edgestream Partners, L.P. | History | New | 23,358 | 612 | 0.02% | — | 769 | +23,358 | New | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 23,335 | 612 | 0.02% | 0.01% | 771 | +9,310 | 66.38% | Q4 2025 | Jan 12, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 23,338 | 612 | 0.09% | 0.1% | 770 | -499 | -2.09% | Q4 2025 | Jan 21, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 23,311 | 611 | 0.01% | 0.01% | 772 | -1,404 | -5.68% | Q4 2025 | Jan 26, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 23,262 | 610 | 0.03% | 0.03% | 773 | -241 | -1.03% | Q4 2025 | Feb 17, 2026 |
| GS Investments, Inc. | History | Reduced | 23,220 | 609 | 0.33% | 0.3% | 774 | -150 | -0.64% | Q4 2025 | Feb 09, 2026 |
| Shepherd Street Advisors LLC | History | New | 23,193 | 608 | 0.58% | — | 775 | +23,193 | New | Q4 2025 | Feb 10, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 23,174 | 607 | 0.51% | 0.54% | 776 | -1,330 | -5.43% | Q4 2025 | Feb 18, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 22,903 | 600 | 0.16% | 0.16% | 777 | -2,358 | -9.33% | Q4 2025 | Jan 07, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 22,669 | 594 | 0.54% | 0.5% | 780 | +1,402 | 6.59% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 22,650 | 594 | 0.01% | 0.01% | 778 | +275 | 1.23% | Q4 2025 | Jan 16, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 22,671 | 594 | 0.33% | 0.33% | 779 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Custos Family Office, LLC | History | Reduced | 22,503 | 590 | 0.4% | 0.33% | 781 | -26 | -0.12% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 22,486 | 589 | 0.04% | 0.05% | 782 | -1,476 | -6.16% | Q4 2025 | Jan 29, 2026 |
| Clearstead Advisors, LLC | History | Added to | 22,321 | 585 | 0.01% | 0.01% | 783 | +1,336 | 6.37% | Q4 2025 | Feb 09, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 22,325 | 585 | 0.43% | 0.42% | 784 | +68 | 0.31% | Q4 2025 | Feb 17, 2026 |
| Faithward Advisors, LLC | History | Reduced | 22,167 | 581 | 0.09% | 0.09% | 785 | -161 | -0.72% | Q4 2025 | Feb 17, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 21,850 | 573 | 0.16% | 0.17% | 787 | -1,739 | -7.37% | Q4 2025 | Jan 27, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 21,873 | 573 | 0.07% | 0.07% | 786 | +42 | 0.19% | Q4 2025 | Feb 03, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 21,807 | 571 | 0.07% | 0.07% | 788 | -1,497 | -6.42% | Q4 2025 | Jan 13, 2026 |
| BENNETT SELBY INVESTMENTS LP | History | New | 21,739 | 570 | 0.18% | — | 789 | +21,739 | New | Q4 2025 | Jan 08, 2026 |
| Waterford Advisors, LLC | History | Reduced | 21,744 | 570 | 0.22% | 0.2% | 790 | -1,200 | -5.23% | Q4 2025 | Feb 20, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 21,707 | 569 | 0.03% | 0.04% | 791 | -5,473 | -20.14% | Q4 2025 | Jan 14, 2026 |
| Naviter Wealth, LLC | History | No change | 21,696 | 569 | 0.07% | 0.06% | 792 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Prepared Retirement Institute LLC | History | Added to | 21,629 | 567 | 0.29% | 0.29% | 794 | +74 | 0.34% | Q4 2025 | Jan 29, 2026 |
| Argent Trust Co | History | No change | 21,636 | 567 | 0.02% | 0.02% | 793 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vanguard Capital Wealth Advisors | History | Reduced | 21,526 | 564 | 0.45% | 0.45% | 795 | -545 | -2.47% | Q4 2025 | Jan 16, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 21,469 | 563 | 0.1% | 0.1% | 796 | +16 | 0.07% | Q4 2025 | Jan 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 21,450 | 562 | 0.01% | 0.01% | 797 | -87 | -0.4% | Q4 2025 | Feb 06, 2026 |
| Hirtle Callaghan & Co LLC | History | No change | 21,347 | 559 | 0.02% | 0.02% | 798 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Heritage Financial Services, LLC | History | Reduced | 21,228 | 556 | 0.05% | 0.05% | 799 | -385 | -1.78% | Q4 2025 | Feb 02, 2026 |
| Shira Ridge Wealth Management | History | No change | 21,114 | 553 | 0.22% | 0.23% | 800 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Keener Financial Planning LLC | History | Reduced | 21,006 | 550 | 0.24% | 0.25% | 801 | -147 | -0.69% | Q4 2025 | Jan 23, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 20,676 | 542 | 0.12% | 0.13% | 802 | -1,897 | -8.4% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 20,551 | 539 | 0.06% | 0.0% | 803 | +19,675 | 2246.0% | Q4 2025 | Feb 10, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 20,500 | 538 | 0.45% | — | 805 | +20,500 | New | Q4 2025 | Jan 20, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 20,529 | 538 | 0.06% | 0.07% | 804 | -865 | -4.04% | Q4 2025 | Feb 17, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | No change | 20,474 | 537 | 0.36% | 0.34% | 806 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CDKV HOLDINGS LLC | History | New | 20,376 | 534 | 0.45% | — | 808 | +20,376 | New | Q4 2025 | Feb 17, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 20,378 | 534 | 0.14% | 0.16% | 807 | -3,687 | -15.32% | Q4 2025 | Feb 10, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 20,120 | 527 | 0.19% | 0.2% | 809 | -1,351 | -6.29% | Q4 2025 | Jan 21, 2026 |
| Black Diamond Financial, LLC | History | Added to | 20,048 | 525 | 0.06% | 0.06% | 810 | +296 | 1.5% | Q4 2025 | Feb 03, 2026 |
| Kilner Capital Advisors, LLC | History | New | 19,958 | 523 | 0.5% | — | 811 | +19,958 | New | Q4 2025 | Feb 11, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 19,903 | 522 | 0.29% | 1.22% | 812 | -58,583 | -74.64% | Q4 2025 | Feb 17, 2026 |
| RIA Advisory Group LLC | History | Reduced | 19,839 | 520 | 0.13% | 0.14% | 813 | -1,741 | -8.07% | Q4 2025 | Feb 02, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 19,711 | 517 | 0.44% | 0.45% | 814 | +62 | 0.32% | Q4 2025 | Jan 26, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 19,691 | 516 | 0.18% | 0.18% | 815 | -139 | -0.7% | Q4 2025 | Feb 09, 2026 |
| Seneca House Advisors | History | Added to | 19,609 | 514 | 0.19% | 0.2% | 816 | +114 | 0.58% | Q4 2025 | Feb 17, 2026 |
| Aull & Monroe Investment Management Corp | History | Reduced | 19,583 | 513 | 0.26% | 0.26% | 817 | -200 | -1.01% | Q4 2025 | Jan 09, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 19,499 | 511 | 0.17% | 0.16% | 818 | +1,424 | 7.88% | Q4 2025 | Feb 02, 2026 |
| Sowell Financial Services LLC | History | Added to | 19,457 | 510 | 0.02% | 0.02% | 819 | +94 | 0.49% | Q4 2025 | Jan 21, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 19,443 | 509 | 0.1% | 0.12% | 820 | -2,325 | -10.68% | Q4 2025 | Jan 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 19,325 | 506 | 0.01% | 0.01% | 821 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 19,249 | 504 | 0.08% | 0.09% | 822 | -1,532 | -7.37% | Q4 2025 | Jan 23, 2026 |
| 71 West Capital Partners | History | New | 19,185 | 503 | 0.02% | — | 824 | +19,185 | New | Q4 2025 | Feb 17, 2026 |
| Baldwin Investment Management, LLC | History | Added to | 19,204 | 503 | 0.06% | 0.06% | 823 | +9 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 19,086 | 500 | 0.04% | 0.04% | 825 | +61 | 0.32% | Q4 2025 | Feb 26, 2026 |
| Aviance Capital Partners, LLC | History | No change | 18,963 | 497 | 0.06% | 0.06% | 826 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gilbert & Cook, Inc. | History | No change | 18,979 | 497 | 0.06% | 0.06% | 827 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 18,945 | 496 | 0.1% | 0.11% | 828 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Oasis Advisors, LLC | History | New | 18,868 | 494 | 0.26% | — | 830 | +18,868 | New | Q4 2025 | Apr 07, 2026 |
| Balefire, LLC | History | No change | 18,840 | 494 | 0.1% | 0.1% | 829 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 18,730 | 491 | 0.41% | — | 831 | +18,730 | New | Q4 2025 | Feb 05, 2026 |
| Integrity Investment Advisors, LLC | History | New | 18,704 | 490 | 0.27% | — | 832 | +18,704 | New | Q4 2025 | Feb 13, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 18,617 | 488 | 0.74% | 0.73% | 833 | +235 | 1.28% | Q4 2025 | Feb 09, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 18,636 | 488 | 0.22% | 0.21% | 834 | +15 | 0.08% | Q4 2025 | Jan 07, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 18,500 | 485 | 0.12% | 0.12% | 835 | +1,524 | 8.98% | Q4 2025 | Feb 02, 2026 |
| Hardin Capital Partners, LLC | History | No change | 18,487 | 484 | 0.23% | 0.25% | 836 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Fiduciary Alliance LLC | History | Added to | 18,435 | 483 | 0.03% | 0.03% | 838 | +1,608 | 9.56% | Q4 2025 | Jan 22, 2026 |
| Apella Capital, LLC | History | Added to | 18,436 | 483 | 0.01% | 0.01% | 837 | +502 | 2.8% | Q4 2025 | Jan 21, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 18,376 | 482 | 0.19% | 0.18% | 839 | -80 | -0.43% | Q4 2025 | Feb 13, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 18,340 | 481 | 0.03% | 0.03% | 840 | +68 | 0.37% | Q4 2025 | Jan 21, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 18,321 | 480 | 0.06% | 0.06% | 841 | -87 | -0.47% | Q4 2025 | Jan 20, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 18,073 | 474 | 0.03% | 0.02% | 842 | +4,615 | 34.29% | Q4 2025 | Jan 12, 2026 |
| Royal Capital Wealth Management, LLC | History | Added to | 18,091 | 474 | 0.28% | 0.28% | 844 | +5 | 0.03% | Q4 2025 | Feb 18, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 18,103 | 474 | 0.07% | 0.07% | 843 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 18,051 | 473 | 0.0% | 2.57% | 845 | -9,220,887 | -99.8% | Q4 2025 | Jan 27, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 18,049 | 473 | 0.04% | 0.04% | 846 | +56 | 0.31% | Q4 2025 | Feb 10, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 17,988 | 471 | 0.09% | 0.09% | 847 | +47 | 0.26% | Q4 2025 | Jan 30, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 17,894 | 469 | 0.01% | 0.01% | 848 | +140 | 0.79% | Q4 2025 | Feb 06, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 17,873 | 468 | 0.07% | 0.07% | 849 | +802 | 4.7% | Q4 2025 | Jan 21, 2026 |
| NWAM LLC | History | Reduced | 17,721 | 467 | 0.03% | 0.03% | 850 | -3,428 | -16.21% | Q4 2025 | Feb 04, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 17,781 | 466 | 0.1% | 0.1% | 851 | +2,185 | 14.01% | Q4 2025 | Feb 13, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 17,796 | 466 | 0.22% | 0.21% | 852 | +70 | 0.39% | Q4 2025 | Jan 23, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Added to | 17,714 | 464 | 0.15% | 0.15% | 854 | +12 | 0.07% | Q4 2025 | Jan 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 17,700 | 464 | 0.0% | 0.0% | 853 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 17,629 | 462 | 0.03% | 0.04% | 856 | -354 | -1.97% | Q4 2025 | Feb 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 17,649 | 462 | 0.03% | 0.03% | 855 | -242 | -1.35% | Q4 2025 | Jan 27, 2026 |
| Garde Capital, Inc. | History | Added to | 17,627 | 462 | 0.03% | 0.02% | 857 | +100 | 0.57% | Q4 2025 | Feb 10, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 17,537 | 460 | 0.06% | 0.05% | 858 | +47 | 0.27% | Q4 2025 | Feb 10, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 16,991 | 455 | 0.06% | 0.06% | 859 | -9 | -0.05% | Q4 2025 | Jan 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 16,891 | 453 | 0.07% | 0.01% | 860 | +13,814 | 448.94% | Q4 2025 | Feb 02, 2026 |
| West Financial Advisors, LLC | History | Reduced | 17,308 | 453 | 0.08% | 0.08% | 861 | -1,082 | -5.88% | Q4 2025 | Jan 13, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 17,273 | 453 | 0.06% | 0.06% | 862 | +19 | 0.11% | Q4 2025 | Jan 15, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Reduced | 17,190 | 450 | 0.03% | 0.04% | 863 | -1,885 | -9.88% | Q4 2025 | Jan 16, 2026 |
| Verum Partners LLC | History | New | 17,042 | 447 | 0.09% | — | 865 | +17,042 | New | Q4 2025 | Jan 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 17,062 | 447 | 0.03% | 0.03% | 864 | +47 | 0.28% | Q4 2025 | Jan 08, 2026 |
| Gibson Capital, LLC | History | Added to | 17,020 | 446 | 0.08% | 0.08% | 866 | +3 | 0.02% | Q4 2025 | Feb 05, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 17,001 | 445 | 0.05% | 0.06% | 867 | -3,465 | -16.93% | Q4 2025 | Feb 04, 2026 |
| Arlington Trust Co LLC | History | Reduced | 16,907 | 443 | 0.05% | 0.09% | 868 | -1,779 | -9.52% | Q4 2025 | Jan 30, 2026 |
| Klingman & Associates, LLC | History | Reduced | 16,862 | 442 | 0.02% | 0.02% | 869 | -570 | -3.27% | Q4 2025 | Jan 29, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 16,788 | 440 | 0.01% | 0.02% | 871 | -6,352 | -27.45% | Q4 2025 | Jan 09, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 16,471 | 440 | 0.01% | 0.01% | 873 | +6,295 | 61.86% | Q4 2025 | Jan 23, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 16,775 | 440 | 0.01% | 0.01% | 870 | -1,310 | -7.24% | Q4 2025 | Feb 11, 2026 |
| American Money Management, LLC | History | No change | 16,800 | 440 | 0.07% | 0.07% | 872 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GC Wealth Management RIA, LLC | History | New | 16,740 | 439 | 0.02% | — | 876 | +16,740 | New | Q4 2025 | Jan 30, 2026 |
| Front Row Advisors LLC | History | Added to | 16,756 | 439 | 0.15% | 0.14% | 875 | +30 | 0.18% | Q4 2025 | Feb 12, 2026 |
| United Asset Strategies, Inc. | History | Added to | 16,759 | 439 | 0.03% | 0.03% | 874 | +22 | 0.13% | Q4 2025 | Jan 28, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 16,522 | 433 | 0.03% | 0.03% | 877 | +3,264 | 24.62% | Q4 2025 | Feb 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 16,517 | 433 | 0.31% | 0.31% | 878 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 16,507 | 432 | 0.02% | 0.02% | 879 | +24 | 0.15% | Q4 2025 | Feb 13, 2026 |
| Trevian Wealth Management LLC | History | No change | 16,490 | 432 | 0.2% | 0.23% | 880 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Resolute Advisors LLC | History | Reduced | 16,441 | 431 | 0.14% | 0.12% | 882 | -1,155 | -6.56% | Q4 2025 | Feb 11, 2026 |
| JACOBS & CO/CA | History | No change | 16,442 | 431 | 0.04% | 0.04% | 881 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 16,398 | 430 | 0.02% | 0.02% | 883 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Reduced | 16,376 | 429 | 0.13% | 0.13% | 884 | -100 | -0.61% | Q4 2025 | Jan 20, 2026 |
| Fortune Financial Group, Inc. | History | New | 15,368 | 427 | 0.42% | — | 885 | +15,368 | New | Q4 2025 | Feb 11, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 16,178 | 424 | 0.05% | 0.05% | 886 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Warm Springs Advisors Inc. | History | Reduced | 16,150 | 423 | 0.33% | 1.02% | 887 | -36,030 | -69.05% | Q4 2025 | Jan 27, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 16,043 | 421 | 0.03% | 0.03% | 888 | +664 | 4.32% | Q4 2025 | Jan 09, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 16,020 | 420 | 0.05% | 0.05% | 891 | +2,290 | 16.68% | Q4 2025 | Feb 04, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 16,047 | 420 | 0.01% | 0.01% | 890 | -2,167 | -11.9% | Q4 2025 | Feb 04, 2026 |
| Neuberger Berman Group LLC | History | No change | 16,043 | 420 | 0.0% | 0.0% | 889 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 15,900 | 417 | 0.04% | 0.04% | 892 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 15,827 | 415 | 0.22% | 0.25% | 894 | -1,512 | -8.72% | Q4 2025 | Feb 24, 2026 |
| Live Oak Investment Partners | History | No change | 15,828 | 415 | 0.26% | 0.27% | 893 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 15,760 | 413 | 0.05% | 0.05% | 895 | +49 | 0.31% | Q4 2025 | Feb 13, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 15,740 | 412 | 0.21% | 0.22% | 896 | +8 | 0.05% | Q4 2025 | Feb 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 15,620 | 409 | 0.01% | 0.01% | 897 | +845 | 5.72% | Q4 2025 | Feb 09, 2026 |
| Somerset Group LLC | History | Added to | 15,389 | 409 | 0.31% | 0.31% | 898 | +63 | 0.41% | Q4 2025 | Feb 12, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 15,427 | 404 | 0.03% | 0.03% | 900 | +2,629 | 20.54% | Q4 2025 | Feb 04, 2026 |
| Balentine LLC | History | No change | 15,426 | 404 | 0.02% | 0.01% | 899 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Broadview Financial Management, LLC | History | Added to | 15,368 | 403 | 0.27% | 0.27% | 901 | +48 | 0.31% | Q4 2025 | Feb 13, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 15,332 | 402 | 0.04% | 0.04% | 902 | +5 | 0.03% | Q4 2025 | Feb 06, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 15,277 | 400 | 0.72% | 0.8% | 903 | +13 | 0.09% | Q4 2025 | Jan 13, 2026 |
| Steffes Financial, Ltd. | History | New | 15,247 | 399 | 0.21% | — | 904 | +15,247 | New | Q4 2025 | Feb 17, 2026 |
| Bill Few Associates, Inc. | History | Reduced | 15,189 | 398 | 0.1% | 0.1% | 905 | -498 | -3.17% | Q4 2025 | Jan 12, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 15,067 | 395 | 0.11% | 0.1% | 906 | +731 | 5.1% | Q4 2025 | Jan 13, 2026 |
| PFG Investments, LLC | History | Reduced | 15,048 | 394 | 0.02% | 0.02% | 907 | -459 | -2.96% | Q4 2025 | Jan 26, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 15,013 | 393 | 0.01% | 0.01% | 908 | +1,918 | 14.65% | Q4 2025 | Feb 04, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 15,001 | 393 | 0.09% | 0.09% | 912 | +46 | 0.31% | Q4 2025 | Feb 10, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 15,014 | 393 | 0.18% | 0.17% | 911 | +14 | 0.09% | Q4 2025 | Jan 21, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 14,984 | 393 | 0.02% | 0.02% | 909 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CULBERTSON A N & CO INC | History | No change | 15,000 | 393 | 0.05% | 0.05% | 910 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Able Wealth Management LLC | History | No change | 14,929 | 391 | 0.12% | 0.14% | 913 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| New Republic Capital, LLC | History | Added to | 14,839 | 389 | 0.1% | 0.09% | 914 | +2,890 | 24.19% | Q4 2025 | Feb 10, 2026 |
| TrueWealth Financial Partners | History | New | 14,776 | 387 | 0.32% | — | 916 | +14,776 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 14,776 | 387 | 0.32% | — | 917 | +14,776 | New | Q4 2025 | Feb 05, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 14,755 | 387 | 0.25% | 0.24% | 915 | +467 | 3.27% | Q4 2025 | Jan 28, 2026 |
| Essex Bank | History | Added to | 14,730 | 386 | 0.08% | 0.08% | 918 | +641 | 4.55% | Q4 2025 | Feb 02, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 14,665 | 384 | 0.08% | 0.1% | 919 | -4,313 | -22.73% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 14,620 | 383 | 0.01% | 0.01% | 920 | -6,628 | -31.19% | Q4 2025 | Feb 13, 2026 |
| Apollon Financial, LLC | History | New | 14,527 | 381 | 0.06% | — | 923 | +14,527 | New | Q4 2025 | Jan 22, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | History | Reduced | 14,554 | 381 | 0.03% | 0.05% | 921 | -5,813 | -28.54% | Q4 2025 | Jan 15, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 14,526 | 381 | 0.08% | 0.08% | 922 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 14,429 | 378 | 0.01% | 0.01% | 924 | +40 | 0.28% | Q4 2025 | Feb 11, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 14,382 | 377 | 0.22% | 0.29% | 925 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | History | New | 14,341 | 376 | 0.23% | — | 929 | +14,341 | New | Q4 2025 | Feb 11, 2026 |
| Hardy Reed LLC | History | Reduced | 14,351 | 376 | 0.03% | 0.03% | 928 | -3,736 | -20.66% | Q4 2025 | Feb 06, 2026 |
| V. M. MANNING & CO., INC. | History | Reduced | 14,361 | 376 | 0.38% | 0.33% | 926 | -58 | -0.4% | Q4 2025 | Feb 09, 2026 |
| GWN SECURITIES INC. | History | Added to | 14,352 | 376 | 0.08% | 0.08% | 927 | +43 | 0.3% | Q4 2025 | Feb 11, 2026 |
| Brooklyn Investment Group | History | New | 14,168 | 375 | 0.02% | — | 930 | +14,168 | New | Q4 2025 | Feb 12, 2026 |
| CDM FINANCIAL COUNSELING SERVICES, INC. | History | New | 14,280 | 374 | 0.35% | — | 932 | +14,280 | New | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 14,269 | 374 | 0.01% | 0.01% | 931 | +663 | 4.87% | Q4 2025 | Jan 13, 2026 |
| First Growth Capital LLC | History | New | 13,950 | 372 | 0.33% | — | 934 | +13,950 | New | Q4 2025 | Feb 19, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 14,198 | 372 | 0.02% | 0.02% | 933 | +40 | 0.28% | Q4 2025 | Feb 05, 2026 |
| SHP Wealth Management | History | New | 14,172 | 371 | 0.03% | — | 937 | +14,172 | New | Q4 2025 | Mar 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 14,172 | 371 | 0.05% | 0.05% | 936 | +44 | 0.31% | Q4 2025 | Jan 08, 2026 |
| Gainplan LLC | History | Reduced | 14,145 | 371 | 0.14% | 0.15% | 935 | -12 | -0.08% | Q4 2025 | Jan 23, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 14,114 | 370 | 0.01% | 0.01% | 938 | +307 | 2.22% | Q4 2025 | Feb 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 14,002 | 367 | 0.02% | 0.02% | 939 | +3,826 | 37.6% | Q4 2025 | Feb 17, 2026 |
| M3 Wealth Management, LLC | History | New | 13,975 | 366 | 0.29% | — | 942 | +13,975 | New | Q4 2025 | Feb 09, 2026 |
| Redwood Investment Management, LLC | History | Added to | 13,969 | 366 | 0.04% | 0.04% | 940 | +1,050 | 8.13% | Q4 2025 | Feb 17, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 13,975 | 366 | 0.29% | 0.34% | 941 | -189 | -1.33% | Q4 2025 | Feb 09, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 13,863 | 363 | 0.04% | 0.04% | 943 | -108 | -0.77% | Q4 2025 | Jan 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 13,870 | 363 | 0.01% | 0.01% | 944 | +11 | 0.08% | Q4 2025 | Jan 23, 2026 |
| Aurora Private Wealth, Inc. | History | New | 13,819 | 361 | 0.24% | — | 946 | +13,819 | New | Q4 2025 | Feb 02, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 13,800 | 361 | 0.0% | 0.0% | 945 | -320 | -2.27% | Q4 2025 | Feb 17, 2026 |
| ZynergyRetirementPlanningLLC | History | Reduced | 13,781 | 361 | 0.22% | 0.22% | 947 | -87 | -0.63% | Q4 2025 | Jan 09, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 13,677 | 358 | 0.05% | 0.05% | 948 | -144 | -1.04% | Q4 2025 | Feb 13, 2026 |
| American Financial Advisors, LLC | History | Added to | 13,601 | 356 | 0.05% | 0.04% | 949 | +53 | 0.39% | Q4 2025 | Feb 03, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 13,520 | 354 | 0.17% | 0.17% | 950 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TFO Wealth Partners, LLC | History | No change | 13,446 | 352 | 0.05% | 0.06% | 951 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Reduced | 13,396 | 351 | 0.19% | 0.2% | 952 | -644 | -4.59% | Q4 2025 | Jan 22, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 13,302 | 348 | 0.03% | 0.03% | 953 | +1 | 0.01% | Q4 2025 | Jan 30, 2026 |
| Level Wealth Management LLC | History | Reduced | 13,205 | 346 | 0.18% | 0.25% | 956 | -4,945 | -27.25% | Q4 2025 | Feb 02, 2026 |
| Advisors Capital Management, LLC | History | Added to | 13,221 | 346 | 0.0% | 0.0% | 954 | +1,224 | 10.2% | Q4 2025 | Jan 29, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 13,218 | 346 | 0.07% | 0.06% | 955 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JBGlobal.com LLC | History | No change | 13,148 | 344 | 0.43% | 0.34% | 957 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 13,114 | 343 | 0.02% | 0.02% | 958 | +19 | 0.15% | Q4 2025 | Jan 29, 2026 |
| New Perspectives, Inc | History | No change | 13,089 | 343 | 0.12% | 0.15% | 959 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Creative Capital Management Investments LLC | History | No change | 13,053 | 342 | 0.1% | 0.11% | 960 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Silver Lake Advisory, LLC | History | Added to | 13,001 | 341 | 0.13% | 0.1% | 961 | +2,889 | 28.57% | Q4 2025 | Jan 09, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 13,002 | 341 | 0.0% | 0.0% | 962 | -1,885 | -12.66% | Q4 2025 | Feb 13, 2026 |
| Tranquility Partners, LLC | History | No change | 13,003 | 341 | 0.12% | 0.11% | 963 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ADE, LLC | History | No change | 13,030 | 341 | 0.17% | 0.17% | 964 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Generations Wealth, LLC | History | New | 12,990 | 340 | 0.35% | — | 966 | +12,990 | New | Q4 2025 | Feb 13, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 12,993 | 340 | 0.03% | 0.03% | 965 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Berger Financial Group, Inc | History | Added to | 12,950 | 339 | 0.02% | 0.02% | 967 | +91 | 0.71% | Q4 2025 | Jan 27, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 12,916 | 338 | 0.08% | 0.09% | 968 | -1 | -0.01% | Q4 2025 | Jan 29, 2026 |
| Midwest Trust Co | History | No change | 12,793 | 335 | 0.0% | 0.0% | 969 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 12,748 | 334 | 0.06% | 0.1% | 970 | -11,435 | -47.29% | Q4 2025 | Jan 29, 2026 |
| Atlatl Advisers LLC | History | No change | 12,771 | 334 | 0.13% | 0.13% | 971 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| 55 North Private Wealth, LLC | History | New | 12,672 | 332 | 0.09% | — | 973 | +12,672 | New | Q4 2025 | Jan 27, 2026 |
| COMMERCE BANK | History | Reduced | 12,675 | 332 | 0.0% | 0.0% | 972 | -425 | -3.24% | Q4 2025 | Feb 13, 2026 |
| Choate Investment Advisors | History | No change | 12,630 | 331 | 0.01% | 0.01% | 974 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | New | 12,582 | 330 | 0.14% | — | 977 | +12,582 | New | Q4 2025 | Jan 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 12,601 | 330 | 0.0% | 0.0% | 976 | +1,487 | 13.38% | Q4 2025 | Feb 09, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 12,591 | 330 | 0.08% | 0.08% | 975 | +9 | 0.07% | Q4 2025 | Jan 21, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 12,505 | 327 | 0.17% | 0.16% | 978 | -175 | -1.38% | Q4 2025 | Jan 13, 2026 |
| 5T Wealth, LLC | History | New | 12,458 | 326 | 0.13% | — | 979 | +12,458 | New | Q4 2025 | Jan 27, 2026 |
| DRAVO BAY LLC | History | No change | 12,411 | 325 | 0.14% | 0.14% | 980 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | No change | 12,426 | 325 | 0.16% | 0.16% | 981 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Plan A Wealth LLC | History | New | 12,346 | 323 | 0.16% | — | 982 | +12,346 | New | Q4 2025 | Feb 06, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 12,257 | 321 | 0.0% | — | 983 | +12,257 | New | Q4 2025 | Feb 17, 2026 |
| Worth Asset Management, LLC | History | Reduced | 12,256 | 321 | 0.14% | 0.16% | 985 | -1,165 | -8.68% | Q4 2025 | Jan 14, 2026 |
| Rock Point Advisors, LLC | History | No change | 12,243 | 321 | 0.08% | 0.08% | 984 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 12,161 | 318 | 0.01% | 0.01% | 986 | -287 | -2.31% | Q4 2025 | Jan 22, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 12,038 | 315 | 0.18% | 0.14% | 987 | +3,414 | 39.59% | Q4 2025 | Feb 09, 2026 |
| Briggs Wealth Management, Inc | History | New | 11,991 | 314 | 0.34% | — | 992 | +11,991 | New | Q4 2025 | Feb 19, 2026 |
| GRANDFIELD & DODD, LLC | History | Reduced | 11,979 | 314 | 0.02% | 0.02% | 988 | -38 | -0.32% | Q4 2025 | Feb 10, 2026 |
| Americana Partners, LLC | History | Added to | 12,003 | 314 | 0.01% | 0.01% | 990 | +38 | 0.32% | Q4 2025 | Feb 06, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 12,000 | 314 | 0.1% | 0.1% | 991 | -2 | -0.02% | Q4 2025 | Jan 22, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 12,000 | 314 | 0.03% | 0.03% | 989 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Echo45 Advisors LLC | History | New | 11,942 | 313 | 0.18% | — | 994 | +11,942 | New | Q4 2025 | Feb 06, 2026 |
| Fisher Asset Management, LLC | History | Added to | 11,950 | 313 | 0.0% | 0.0% | 993 | +1,972 | 19.76% | Q4 2025 | Feb 09, 2026 |
| McCartney Wealth Management LLC | History | New | 11,912 | 312 | 0.27% | — | 996 | +11,912 | New | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 11,901 | 312 | 0.06% | 0.06% | 995 | +20 | 0.17% | Q4 2025 | Feb 12, 2026 |
| Planning Center, Inc. | History | Added to | 11,884 | 311 | 0.03% | 0.03% | 997 | +5 | 0.04% | Q4 2025 | Feb 02, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 11,852 | 310 | 0.09% | 0.1% | 998 | +72 | 0.61% | Q4 2025 | Jan 16, 2026 |
| PUREfi Wealth, LLC | History | No change | 11,757 | 308 | 0.24% | 0.23% | 999 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Virtue Capital Management, LLC | History | Added to | 11,632 | 306 | 0.05% | 0.04% | 1000 | +3,595 | 44.73% | Q4 2025 | Feb 18, 2026 |
| Michels Family Financial, LLC | History | Added to | 11,674 | 306 | 0.22% | 0.23% | 1001 | +33 | 0.28% | Q4 2025 | Feb 19, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 11,437 | 305 | 0.01% | 0.01% | 1002 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Red Mountain Financial, LLC | History | Added to | 11,551 | 302 | 0.3% | 0.24% | 1003 | +2,173 | 23.17% | Q4 2025 | Jan 26, 2026 |
| Carter Financial, LLC | History | New | 11,484 | 301 | 0.27% | — | 1004 | +11,484 | New | Q4 2025 | Mar 17, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 11,468 | 300 | 0.05% | 0.05% | 1005 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Arista Wealth Management, LLC | History | No change | 11,454 | 300 | 0.04% | 0.04% | 1006 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 11,434 | 299 | 0.04% | 0.05% | 1008 | -1,091 | -8.71% | Q4 2025 | Feb 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 11,411 | 299 | 0.02% | 0.02% | 1007 | +102 | 0.9% | Q4 2025 | Jan 26, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 11,383 | 298 | 0.02% | 0.02% | 1009 | +7 | 0.06% | Q4 2025 | Jan 07, 2026 |
| Wealthquest Corp | History | Added to | 11,360 | 297 | 0.02% | 0.02% | 1010 | +782 | 7.39% | Q4 2025 | Feb 09, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 11,360 | 297 | 0.05% | 0.05% | 1014 | +670 | 6.27% | Q4 2025 | Jan 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 11,353 | 297 | 0.01% | 0.01% | 1012 | -440 | -3.73% | Q4 2025 | Jan 28, 2026 |
| Paulson Wealth Management Inc. | History | No change | 11,357 | 297 | 0.07% | 0.07% | 1011 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Snowden Capital Advisors LLC | History | No change | 11,355 | 297 | 0.01% | 0.01% | 1013 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 11,276 | 295 | 0.05% | 0.05% | 1015 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 11,209 | 294 | 0.0% | 0.0% | 1016 | +2,514 | 28.91% | Q4 2025 | Feb 17, 2026 |
| Prairiewood Capital, LLC | History | No change | 11,199 | 293 | 0.09% | 0.1% | 1017 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 11,158 | 292 | 0.24% | 0.23% | 1018 | +6 | 0.05% | Q4 2025 | Jan 20, 2026 |
| Guardian Financial Partners, LLC | History | Reduced | 11,061 | 290 | 0.12% | 0.12% | 1019 | -118 | -1.06% | Q4 2025 | Jan 14, 2026 |
| United Community Bank | History | Added to | 10,992 | 288 | 0.11% | 0.08% | 1020 | +1,176 | 11.98% | Q4 2025 | Jan 30, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 11,001 | 288 | 0.06% | 0.06% | 1021 | +114 | 1.05% | Q4 2025 | Jan 20, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 10,964 | 287 | 0.03% | 0.04% | 1023 | -562 | -4.88% | Q4 2025 | Feb 10, 2026 |
| Pflug Koory, LLC | History | Added to | 10,944 | 287 | 0.13% | 0.13% | 1022 | +7 | 0.06% | Q4 2025 | Jan 20, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 10,939 | 286 | 0.04% | 0.05% | 1024 | -274 | -2.44% | Q4 2025 | Jan 14, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 10,855 | 284 | 0.02% | 0.02% | 1025 | -1,530 | -12.35% | Q4 2025 | Feb 03, 2026 |
| CWA Asset Management Group, LLC | History | New | 10,783 | 282 | 0.01% | — | 1026 | +10,783 | New | Q4 2025 | Jan 07, 2026 |
| Team Hewins, LLC | History | No change | 10,764 | 282 | 0.09% | 0.09% | 1027 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 10,751 | 281 | 0.02% | 0.03% | 1028 | -5,509 | -33.88% | Q4 2025 | Jan 07, 2026 |
| Vigilare Wealth Management | History | No change | 10,716 | 281 | 0.09% | 0.1% | 1029 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Rossby Financial, LCC | History | No change | 10,737 | 281 | 0.09% | 0.09% | 1030 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | New | 10,690 | 280 | 0.01% | — | 1031 | +10,690 | New | Q4 2025 | Feb 09, 2026 |
| Richard Young Associates, Ltd. | History | New | 10,660 | 279 | 0.22% | — | 1032 | +10,660 | New | Q4 2025 | Feb 05, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 10,591 | 277 | 0.09% | — | 1034 | +10,591 | New | Q4 2025 | Mar 27, 2026 |
| Glenview Trust Co | History | New | 10,572 | 277 | 0.0% | — | 1033 | +10,572 | New | Q4 2025 | Feb 09, 2026 |
| Orion Capital Management LLC | History | No change | 10,531 | 276 | 0.09% | 0.09% | 1035 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| KWMG, LLC | History | Added to | 10,518 | 275 | 0.02% | 0.02% | 1037 | +1,746 | 19.9% | Q4 2025 | Jan 16, 2026 |
| Main Management LLC | History | Reduced | 10,488 | 275 | 0.02% | 0.02% | 1036 | -732 | -6.52% | Q4 2025 | Feb 10, 2026 |
| Certified Advisory Corp | History | Added to | 10,502 | 275 | 0.03% | 0.03% | 1038 | +7 | 0.07% | Q4 2025 | Jan 12, 2026 |
| Councilmark Asset Management, LLC | History | No change | 10,500 | 275 | 0.15% | 0.15% | 1039 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 10,453 | 274 | 0.02% | 0.02% | 1040 | +556 | 5.62% | Q4 2025 | Feb 04, 2026 |
| Napier Financial, LLC | History | New | 10,428 | 273 | 0.07% | — | 1041 | +10,428 | New | Q4 2025 | Feb 11, 2026 |
| ATLas Financial Planning LLC | History | New | 10,413 | 273 | 0.27% | — | 1042 | +10,413 | New | Q4 2025 | Feb 17, 2026 |
| Patten Group, Inc. | History | New | 10,377 | 272 | 0.05% | — | 1043 | +10,377 | New | Q4 2025 | Jan 23, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 10,376 | 272 | 0.02% | — | 1045 | +10,376 | New | Q4 2025 | Feb 12, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 10,382 | 272 | 0.04% | 0.05% | 1044 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 10,165 | 270 | 0.04% | 0.04% | 1046 | -9 | -0.09% | Q4 2025 | Jan 26, 2026 |
| Auxano Advisors, LLC | History | No change | 10,266 | 269 | 0.05% | 0.06% | 1047 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ruggaard & Associates LLC | History | No change | 10,262 | 269 | 0.11% | 0.1% | 1048 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 10,242 | 268 | 0.0% | 0.02% | 1052 | -32,872 | -76.24% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 10,242 | 268 | 0.01% | 0.08% | 1053 | -32,872 | -76.24% | Q4 2025 | Feb 12, 2026 |
| Telos Capital Management, Inc. | History | New | 10,234 | 268 | 0.02% | — | 1050 | +10,234 | New | Q4 2025 | Jan 22, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 10,224 | 268 | 0.07% | 0.07% | 1049 | -503 | -4.69% | Q4 2025 | Jan 22, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 10,229 | 268 | 0.1% | 0.11% | 1054 | +32 | 0.31% | Q4 2025 | Jan 15, 2026 |
| Florida Trust Wealth Management Co | History | No change | 10,230 | 268 | 0.01% | 0.01% | 1051 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 10,193 | 267 | 0.03% | 0.03% | 1055 | +7 | 0.07% | Q4 2025 | Feb 06, 2026 |
| HC Advisors, LLC | History | No change | 10,188 | 267 | 0.18% | 0.18% | 1056 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Nordwand Advisors, LLC | History | No change | 10,200 | 267 | 0.05% | 0.04% | 1057 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Trek Financial, LLC | History | Added to | 10,156 | 266 | 0.02% | 0.02% | 1058 | +172 | 1.72% | Q4 2025 | Feb 04, 2026 |
| STEPHENS INC /AR/ | History | No change | 10,083 | 264 | 0.0% | 0.0% | 1059 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 10,039 | 263 | 0.19% | 0.2% | 1060 | +32 | 0.32% | Q4 2025 | Feb 05, 2026 |
| Tandem Wealth Advisors LLC | History | New | 10,021 | 262 | 0.12% | — | 1061 | +10,021 | New | Q4 2025 | Feb 12, 2026 |
| Strategic Equity Management | History | Reduced | 10,002 | 262 | 0.09% | 0.11% | 1062 | -2,090 | -17.28% | Q4 2025 | Feb 09, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 9,951 | 261 | 0.02% | 0.02% | 1063 | -217 | -2.13% | Q4 2025 | Jan 23, 2026 |
| Alley Investment Management Company, LLC | History | No change | 9,936 | 260 | 0.03% | 0.03% | 1064 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 9,889 | 259 | 0.24% | 1.06% | 1067 | -274,892 | -96.53% | Q4 2025 | Feb 09, 2026 |
| UMB Bank, n.a. | History | Reduced | 9,900 | 259 | 0.0% | 0.01% | 1065 | -3,800 | -27.74% | Q4 2025 | Feb 13, 2026 |
| Occidental Asset Management, LLC | History | Added to | 9,880 | 259 | 0.03% | 0.03% | 1066 | +400 | 4.22% | Q4 2025 | Jan 08, 2026 |
| Pachira Investments Inc. | History | Reduced | 9,842 | 258 | 0.13% | 0.21% | 1068 | -4,828 | -32.91% | Q4 2025 | Feb 02, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | No change | 9,870 | 258 | 0.14% | 0.15% | 1069 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 9,820 | 257 | 0.23% | 0.22% | 1070 | +235 | 2.45% | Q4 2025 | Jan 15, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 9,809 | 257 | 0.02% | 0.02% | 1071 | +30 | 0.31% | Q4 2025 | Jan 12, 2026 |
| KilterHowling LLC | History | Added to | 9,730 | 255 | 0.13% | 0.14% | 1072 | +31 | 0.32% | Q4 2025 | Feb 13, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 9,741 | 255 | 0.03% | 0.03% | 1073 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | Added to | 9,706 | 254 | 0.01% | 0.01% | 1075 | +363 | 3.89% | Q4 2025 | Jan 14, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 9,699 | 254 | 0.08% | 0.08% | 1074 | +30 | 0.31% | Q4 2025 | Jan 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 9,680 | 253 | 0.0% | 0.0% | 1076 | +1,006 | 11.6% | Q4 2025 | Jan 30, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 9,635 | 252 | 0.07% | 0.07% | 1077 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Obermeyer Wealth Partners | History | No change | 9,600 | 251 | 0.01% | 0.01% | 1078 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WealthShield Partners, LLC | History | Reduced | 9,568 | 250 | 0.03% | 0.03% | 1079 | -654 | -6.4% | Q4 2025 | Feb 03, 2026 |
| Red Spruce Capital, LLC | History | No change | 9,507 | 249 | 0.1% | 0.1% | 1080 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Riverwater Partners LLC | History | No change | 9,461 | 248 | 0.1% | 0.1% | 1081 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 9,422 | 247 | 0.0% | 0.0% | 1082 | -852 | -8.29% | Q4 2025 | Feb 09, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 9,361 | 245 | 0.07% | 0.06% | 1086 | +136 | 1.47% | Q4 2025 | Jan 16, 2026 |
| Glaxis Capital Management, LLC | History | Added to | 9,371 | 245 | 0.42% | 0.4% | 1083 | +29 | 0.31% | Q4 2025 | Feb 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 9,375 | 245 | 0.01% | 0.01% | 1084 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wick Capital Partners, LLC | History | No change | 9,354 | 245 | 0.04% | 0.06% | 1085 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 9,326 | 244 | 0.03% | 0.03% | 1087 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Secure Asset Management, LLC | History | Reduced | 9,296 | 243 | 0.04% | 0.04% | 1089 | -513 | -5.23% | Q4 2025 | Jan 20, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | No change | 9,275 | 243 | 0.28% | 0.26% | 1088 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Howard Capital Management Inc. | History | New | 9,231 | 242 | 0.0% | — | 1090 | +9,231 | New | Q4 2025 | Jan 23, 2026 |
| Jackson Wealth Management, LLC | History | No change | 9,182 | 241 | 0.02% | 0.02% | 1091 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Reduced | 9,150 | 240 | 0.04% | 0.04% | 1092 | -1 | -0.01% | Q4 2025 | Jan 29, 2026 |
| Round Rock Advisors LLC | History | Added to | 9,134 | 239 | 0.04% | 0.04% | 1094 | +13 | 0.14% | Q4 2025 | Apr 07, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 9,135 | 239 | 0.01% | 0.01% | 1093 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 9,000 | 236 | 0.1% | 0.11% | 1098 | -123 | -1.35% | Q4 2025 | Feb 02, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 9,035 | 236 | 0.03% | 0.03% | 1096 | +3 | 0.03% | Q4 2025 | Feb 13, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | No change | 9,000 | 236 | 0.05% | 0.04% | 1095 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 9,005 | 236 | 0.04% | 0.04% | 1097 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 8,949 | 234 | 0.04% | 0.04% | 1101 | +8 | 0.09% | Q4 2025 | Feb 17, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 8,928 | 234 | 0.01% | 0.01% | 1099 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aurora Investment Managers, LLC. | History | No change | 8,906 | 234 | 0.13% | 0.12% | 1100 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Glassman Wealth Services | History | No change | 8,910 | 233 | 0.03% | 0.03% | 1102 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Falcon Wealth Planning | History | No change | 8,902 | 233 | 0.02% | 0.02% | 1103 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SVRN Asset Management, LLC | History | New | 8,844 | 231 | 0.19% | — | 1105 | +8,844 | New | Q4 2025 | Feb 13, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Reduced | 8,845 | 231 | 0.08% | 0.1% | 1104 | -2,371 | -21.14% | Q4 2025 | Jan 15, 2026 |
| Sherman Wealth Management LLC | History | New | 8,796 | 230 | 0.2% | — | 1107 | +8,796 | New | Q4 2025 | Jan 15, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 8,780 | 230 | 0.08% | 0.07% | 1106 | +6 | 0.07% | Q4 2025 | Feb 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 8,760 | 229 | 0.03% | 0.03% | 1108 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 8,696 | 228 | 0.01% | 0.01% | 1109 | +4 | 0.05% | Q4 2025 | Feb 10, 2026 |
| Gibraltar Capital Management, Inc. | History | New | 8,661 | 227 | 0.04% | — | 1110 | +8,661 | New | Q4 2025 | Feb 02, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 8,688 | 227 | 0.01% | 0.01% | 1111 | -1,540 | -15.06% | Q4 2025 | Feb 04, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 8,632 | 226 | 0.1% | 0.11% | 1112 | +86 | 1.01% | Q4 2025 | Jan 13, 2026 |
| CWS Financial Advisors, LLC | History | No change | 8,580 | 225 | 0.06% | 0.06% | 1113 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 8,481 | 222 | 0.01% | 0.02% | 1114 | -124 | -1.44% | Q4 2025 | Feb 05, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 8,455 | 221 | 0.09% | 0.1% | 1115 | -865 | -9.28% | Q4 2025 | Jan 20, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 8,415 | 220 | 0.05% | 0.06% | 1116 | -1,272 | -13.13% | Q4 2025 | Jan 29, 2026 |
| Strive Financial Group ,LLC | History | New | 8,383 | 219 | 0.11% | — | 1117 | +8,383 | New | Q4 2025 | Feb 18, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 8,340 | 218 | 0.01% | 0.01% | 1118 | -500 | -5.66% | Q4 2025 | Feb 13, 2026 |
| Sensible Money, LLC | History | Added to | 8,330 | 218 | 0.07% | 0.07% | 1119 | +7 | 0.08% | Q4 2025 | Feb 09, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 8,296 | 217 | 0.06% | 0.06% | 1120 | +26 | 0.31% | Q4 2025 | Feb 09, 2026 |
| White Pine Investment CO | History | Reduced | 8,221 | 216 | 0.05% | 0.05% | 1122 | -600 | -6.8% | Q4 2025 | Jan 28, 2026 |
| Randolph Co Inc | History | Reduced | 8,244 | 216 | 0.02% | 0.02% | 1123 | -569 | -6.46% | Q4 2025 | Feb 11, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 8,261 | 216 | 0.15% | 0.15% | 1124 | -477 | -5.46% | Q4 2025 | Jan 12, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 8,250 | 216 | 0.04% | 0.04% | 1121 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 8,205 | 215 | 0.06% | 0.05% | 1125 | +1,803 | 28.16% | Q4 2025 | Feb 05, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 8,172 | 214 | 0.03% | — | 1129 | +8,172 | New | Q4 2025 | Feb 10, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 8,188 | 214 | 0.0% | 0.0% | 1126 | +180 | 2.25% | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 8,159 | 214 | 0.16% | 0.17% | 1128 | +26 | 0.32% | Q4 2025 | Jan 27, 2026 |
| MONEYWISE, INC. | History | Reduced | 8,175 | 214 | 0.09% | 0.09% | 1127 | -18 | -0.22% | Q4 2025 | Feb 05, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 8,121 | 213 | 0.06% | 0.06% | 1130 | -608 | -6.97% | Q4 2025 | Feb 11, 2026 |
| Balboa Wealth Partners | History | No change | 8,128 | 213 | 0.04% | 0.04% | 1131 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Quantum Capital Management, LLC / NJ | History | Reduced | 8,089 | 212 | 0.02% | 0.02% | 1132 | -81 | -0.99% | Q4 2025 | Feb 13, 2026 |
| RMR Capital Management, LLC | History | No change | 8,088 | 212 | 0.15% | 0.14% | 1133 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 8,056 | 211 | 0.02% | 0.02% | 1134 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cooke Wealth Management, LLC | History | New | 7,899 | 210 | 0.18% | — | 1135 | +7,899 | New | Q4 2025 | Jan 21, 2026 |
| Pacific Point Advisors, LLC | History | No change | 7,972 | 209 | 0.11% | 0.12% | 1136 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 7,958 | 208 | 0.07% | 0.07% | 1137 | +24 | 0.3% | Q4 2025 | Feb 03, 2026 |
| Sherry Group, Inc. | History | New | 7,848 | 207 | 0.22% | — | 1139 | +7,848 | New | Q4 2025 | Feb 05, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 7,913 | 207 | 0.11% | 0.11% | 1138 | +38 | 0.48% | Q4 2025 | Feb 02, 2026 |
| TCI Wealth Advisors, Inc. | History | New | 7,886 | 206 | 0.01% | — | 1140 | +7,886 | New | Q4 2025 | Feb 02, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 7,825 | 205 | 0.03% | — | 1141 | +7,825 | New | Q4 2025 | Jan 12, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 7,812 | 204 | 0.05% | 0.06% | 1143 | +14 | 0.18% | Q4 2025 | Jan 27, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 7,800 | 204 | 0.08% | 0.09% | 1142 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| First Command Advisory Services, Inc. | History | New | 7,740 | 203 | 0.0% | — | 1145 | +7,740 | New | Q4 2025 | Feb 11, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 7,746 | 203 | 0.06% | 0.07% | 1144 | -1,160 | -13.02% | Q4 2025 | Jan 26, 2026 |
| Acropolis Investment Management, LLC | History | New | 7,724 | 202 | 0.01% | — | 1146 | +7,724 | New | Q4 2025 | Jan 14, 2026 |
| Ellenbecker Investment Group | History | New | 7,716 | 202 | 0.03% | — | 1147 | +7,716 | New | Q4 2025 | Jan 30, 2026 |
| Victrix Investment Advisors | History | New | 7,706 | 202 | 0.08% | — | 1148 | +7,706 | New | Q4 2025 | Feb 11, 2026 |
| Frankly Finances, LLC | History | New | 7,686 | 201 | 0.17% | — | 1150 | +7,686 | New | Q4 2025 | Jan 26, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | New | 7,551 | 201 | 0.08% | — | 1149 | +7,551 | New | Q4 2025 | Feb 10, 2026 |
| marrick wealth, LLC | History | New | 7,627 | 200 | 0.16% | — | 1151 | +7,627 | New | Q4 2025 | Feb 13, 2026 |
| Biltmore Family Office, LLC | History | No change | 7,521 | 197 | 0.03% | 0.03% | 1152 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BOKF, NA | History | No change | 7,368 | 193 | 0.0% | 0.0% | 1153 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Friedenthal Financial | History | Added to | 7,174 | 188 | 0.1% | 0.09% | 1154 | +32 | 0.45% | Q4 2025 | Jan 27, 2026 |
| Tidemark, LLC | History | Added to | 7,162 | 187 | 0.05% | 0.05% | 1155 | +2 | 0.03% | Q4 2025 | Feb 10, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 6,863 | 180 | 0.03% | 0.03% | 1156 | -163 | -2.32% | Q4 2025 | Jan 20, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 6,859 | 179 | 0.02% | 0.02% | 1157 | -632 | -8.44% | Q4 2025 | Jan 14, 2026 |
| Pacific Center for Financial Services | History | No change | 6,931 | 178 | 0.05% | 0.05% | 1158 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ares Financial Consulting, LLC | History | New | 155,951 | 170 | 0.16% | — | 1159 | +155,951 | New | Q4 2025 | Jan 30, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 6,274 | 164 | 0.01% | 0.01% | 1160 | +67 | 1.08% | Q4 2025 | Jan 23, 2026 |
| TCTC Holdings, LLC | History | No change | 6,180 | 162 | 0.0% | 0.0% | 1161 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 6,075 | 159 | 0.01% | 0.01% | 1162 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 6,000 | 157 | 0.0% | 0.0% | 1163 | -4,665 | -43.74% | Q4 2025 | Feb 05, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 6,000 | 157 | 0.07% | 0.07% | 1164 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Richardson Capital Management LLC | History | Reduced | 5,714 | 149 | 0.07% | 0.07% | 1165 | -18 | -0.31% | Q4 2025 | Jan 30, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 5,664 | 148 | 0.01% | 0.01% | 1166 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CENTRAL TRUST Co | History | Added to | 5,444 | 142 | 0.0% | 0.0% | 1167 | +454 | 9.1% | Q4 2025 | Feb 02, 2026 |
| PFC CAPITAL GROUP, INC. | History | New | 5,309 | 139 | 0.06% | — | 1168 | +5,309 | New | Q4 2025 | Feb 11, 2026 |
| Investors Research Corp | History | Added to | 5,193 | 136 | 0.02% | 0.02% | 1169 | +1,045 | 25.19% | Q4 2025 | Jan 06, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 5,217 | 136 | 0.02% | 0.03% | 1170 | -642 | -10.96% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | Added to | 5,087 | 133 | 0.02% | 0.0% | 1171 | +4,454 | 703.63% | Q4 2025 | Feb 09, 2026 |
| Bangor Savings Bank | History | Reduced | 4,960 | 130 | 0.01% | 0.01% | 1172 | -5 | -0.1% | Q4 2025 | Jan 16, 2026 |
| Quent Capital, LLC | History | Added to | 4,839 | 126 | 0.01% | 0.01% | 1173 | +714 | 17.31% | Q4 2025 | Jan 29, 2026 |
| McIlrath & Eck, LLC | History | No change | 4,482 | 117 | 0.01% | 0.01% | 1174 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WHITTIER TRUST CO | History | No change | 4,191 | 111 | 0.0% | 0.0% | 1175 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Elevated Capital Advisors, LLC | History | New | 4,170 | 109 | 0.03% | — | 1176 | +4,170 | New | Q4 2025 | Jan 27, 2026 |
| Pacifica Partners Inc. | History | No change | 3,996 | 105 | 0.05% | 0.04% | 1177 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 3,975 | 104 | 0.05% | 0.08% | 1178 | -3,975 | -50.0% | Q4 2025 | Feb 18, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 3,869 | 101 | 0.0% | 0.0% | 1179 | +11 | 0.29% | Q4 2025 | Feb 02, 2026 |
| Laurel Wealth Advisors LLC | History | New | 3,431 | 89 | 0.01% | — | 1180 | +3,431 | New | Q4 2025 | Jan 30, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 3,222 | 84 | 0.06% | 0.05% | 1181 | +1 | 0.03% | Q4 2025 | Feb 10, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 3,114 | 81 | 0.02% | 0.02% | 1182 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 3,074 | 80 | 0.02% | 0.02% | 1183 | -63 | -2.01% | Q4 2025 | Feb 27, 2026 |
| Roxbury Financial LLC | History | Added to | 3,010 | 78 | 0.07% | 0.07% | 1184 | +7 | 0.23% | Q4 2025 | Jan 05, 2026 |
| GODSEY & GIBB, INC | History | No change | 2,895 | 75 | 0.01% | 0.01% | 1185 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,891 | 75 | 0.0% | 0.0% | 1186 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 2,759 | 72 | 0.04% | 0.02% | 1187 | +1,379 | 99.93% | Q4 2025 | Feb 23, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 2,756 | 72 | 0.04% | 0.04% | 1188 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,747 | 72 | 0.01% | 0.01% | 1189 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 2,681 | 70 | 0.0% | 0.0% | 1190 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 2,703 | 70 | 0.05% | 0.05% | 1191 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HighMark Wealth Management LLC | History | Added to | 2,577 | 67 | 0.03% | 0.03% | 1192 | +8 | 0.31% | Q4 2025 | Feb 05, 2026 |
| HOERTKORN RICHARD CHARLES | History | No change | 2,480 | 65 | 0.03% | 0.02% | 1193 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Beacon Financial Strategies CORP | History | New | 2,453 | 64 | 0.04% | — | 1195 | +2,453 | New | Q4 2025 | Jan 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 2,447 | 64 | 0.07% | 0.07% | 1194 | +7 | 0.29% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 2,360 | 61 | 0.01% | 0.01% | 1196 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 2,309 | 60 | 0.01% | 0.01% | 1197 | +7 | 0.3% | Q4 2025 | Feb 13, 2026 |
| JNBA Financial Advisors | History | Reduced | 2,216 | 58 | 0.01% | 0.01% | 1198 | -193 | -8.01% | Q4 2025 | Jan 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,160 | 56 | 0.0% | 0.0% | 1199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 2,110 | 55 | 0.03% | 0.0% | 1201 | +2,067 | 4806.98% | Q4 2025 | Feb 03, 2026 |
| BFSG, LLC | History | Reduced | 2,103 | 55 | 0.01% | 0.01% | 1200 | -172 | -7.56% | Q4 2025 | Jan 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,001 | 52 | 0.0% | — | 1203 | +2,001 | New | Q4 2025 | Feb 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 1,964 | 52 | 0.0% | — | 1202 | +1,964 | New | Q4 2025 | Feb 09, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,956 | 51 | 0.0% | — | 1204 | +1,956 | New | Q4 2025 | Feb 11, 2026 |
| First Pacific Financial | History | No change | 1,980 | 51 | 0.01% | 0.01% | 1205 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,941 | 50 | 0.04% | — | 1206 | +1,941 | New | Q4 2025 | Feb 10, 2026 |
| HM PAYSON & CO | History | No change | 1,881 | 49 | 0.0% | 0.0% | 1207 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 1,786 | 46 | 0.02% | 0.03% | 1209 | +9 | 0.51% | Q4 2025 | Feb 12, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,775 | 46 | 0.0% | 0.0% | 1208 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,681 | 44 | 0.0% | 0.0% | 1210 | +249 | 17.39% | Q4 2025 | Jan 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,673 | 43 | 0.0% | 0.0% | 1211 | +3 | 0.18% | Q4 2025 | Feb 06, 2026 |
| EASTERN BANK | History | No change | 1,622 | 42 | 0.0% | 0.0% | 1212 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| American Capital Advisory, LLC | History | No change | 1,621 | 42 | 0.02% | 0.02% | 1213 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Western Pacific Wealth Management, LP | History | Added to | 1,584 | 41 | 0.04% | 0.04% | 1214 | +4 | 0.25% | Q4 2025 | Feb 04, 2026 |
| NWK Group, Inc. | History | No change | 1,542 | 40 | 0.01% | 0.01% | 1215 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Basepoint Wealth LLC | History | New | 1,449 | 38 | 0.02% | — | 1218 | +1,449 | New | Q4 2025 | Feb 10, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,459 | 38 | 0.0% | 0.0% | 1217 | +3 | 0.21% | Q4 2025 | Feb 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,474 | 38 | 0.0% | 0.0% | 1216 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Curat Global, LLC | History | Added to | 1,442 | 37 | 0.04% | 0.03% | 1220 | +5 | 0.35% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | No change | 1,446 | 37 | 0.0% | 0.0% | 1219 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Marquette Asset Management, LLC | History | No change | 1,400 | 36 | 0.01% | 0.01% | 1221 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BIRCHBROOK, INC. | History | No change | 1,400 | 36 | 0.02% | 0.02% | 1222 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| LRI Investments, LLC | History | New | 1,336 | 35 | 0.0% | — | 1223 | +1,336 | New | Q4 2025 | Feb 04, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 1,305 | 34 | 0.02% | 0.02% | 1224 | -53 | -3.9% | Q4 2025 | Feb 02, 2026 |
| BAYBAN | History | New | 1,272 | 33 | 0.03% | — | 1227 | +1,272 | New | Q4 2025 | Mar 05, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 1,264 | 33 | 0.01% | 0.01% | 1226 | +3 | 0.24% | Q4 2025 | Jan 27, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,260 | 33 | 0.0% | 0.0% | 1225 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,220 | 32 | 0.0% | — | 1228 | +1,220 | New | Q4 2025 | Feb 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 1,258 | 32 | 0.01% | 0.01% | 1229 | -149 | -10.59% | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,194 | 31 | 0.0% | — | 1230 | +1,194 | New | Q4 2025 | Feb 09, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 1,130 | 29 | 0.01% | 0.01% | 1232 | -31 | -2.67% | Q4 2025 | Jan 20, 2026 |
| Blume Capital Management, Inc. | History | Added to | 1,114 | 29 | 0.01% | 0.01% | 1231 | +1 | 0.09% | Q4 2025 | Feb 05, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 1,070 | 28 | 0.03% | — | 1233 | +1,070 | New | Q4 2025 | Feb 19, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,046 | 27 | 0.0% | 0.0% | 1234 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,006 | 26 | 0.01% | 0.01% | 1235 | +40 | 4.14% | Q4 2025 | Jan 22, 2026 |
| PITTENGER & ANDERSON INC | History | New | 912 | 23 | 0.0% | — | 1236 | +912 | New | Q4 2025 | Feb 02, 2026 |
| Lodestone Wealth Management LLC | History | New | 786 | 20 | 0.01% | — | 1238 | +786 | New | Q4 2025 | Jan 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 782 | 20 | 0.0% | 0.0% | 1237 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 749 | 19 | 0.0% | 0.0% | 1239 | +3 | 0.4% | Q4 2025 | Feb 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 750 | 19 | 0.0% | 0.0% | 1240 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Financial Perspectives, Inc | History | Added to | 723 | 18 | 0.0% | 0.0% | 1241 | +3 | 0.42% | Q4 2025 | Jan 28, 2026 |
| Inlight Wealth Management, LLC | History | New | 675 | 17 | 0.01% | — | 1242 | +675 | New | Q4 2025 | Jan 23, 2026 |
| Evolution Advisers, Inc. | History | No change | 657 | 17 | 0.01% | 0.01% | 1243 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Garner Asset Management Corp | History | New | 600 | 15 | 0.01% | — | 1246 | +600 | New | Q4 2025 | Feb 03, 2026 |
| Kilter Group LLC | History | Reduced | 582 | 15 | 0.01% | 0.01% | 1248 | -15 | -2.51% | Q4 2025 | Feb 13, 2026 |
| MOTCO | History | No change | 592 | 15 | 0.0% | 0.0% | 1244 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Manchester Capital Management LLC | History | No change | 600 | 15 | 0.0% | 0.0% | 1245 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CURIO WEALTH, LLC | History | No change | 567 | 15 | 0.01% | 0.01% | 1247 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 538 | 14 | 0.01% | 0.01% | 1251 | -242 | -31.03% | Q4 2025 | Feb 13, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 549 | 14 | 0.0% | 0.0% | 1249 | +2 | 0.37% | Q4 2025 | Jan 20, 2026 |
| Addison Advisors LLC | History | No change | 564 | 14 | 0.0% | 0.0% | 1250 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 570 | 14 | 0.01% | 0.01% | 1252 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Avion Wealth | History | Added to | 509 | 13 | 0.0% | 0.0% | 1253 | +1 | 0.2% | Q4 2025 | Jan 23, 2026 |
| Raleigh Capital Management Inc. | History | No change | 500 | 13 | 0.0% | 0.0% | 1254 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Wiser Advisor Group LLC | History | Reduced | 467 | 12 | 0.01% | 0.04% | 1256 | -678 | -59.21% | Q4 2025 | Feb 09, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 488 | 12 | 0.0% | — | 1255 | +488 | New | Q4 2025 | Jan 21, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 453 | 11 | 0.01% | — | 1258 | +453 | New | Q4 2025 | Mar 05, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 420 | 11 | 0.0% | 0.0% | 1257 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quaker Wealth Management, LLC | History | New | 384 | 10 | 0.0% | — | 1259 | +384 | New | Q4 2025 | Jan 28, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 389 | 10 | 0.01% | 0.01% | 1263 | +2 | 0.52% | Q4 2025 | Feb 13, 2026 |
| Financial Freedom, LLC | History | Added to | 387 | 10 | 0.0% | 0.0% | 1261 | +1 | 0.26% | Q4 2025 | Feb 17, 2026 |
| MTM Investment Management, LLC | History | No change | 402 | 10 | 0.0% | 0.0% | 1260 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 401 | 10 | 0.01% | 0.01% | 1262 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Planning Project LLC | History | New | 366 | 9 | 0.0% | — | 1264 | +366 | New | Q4 2025 | Feb 12, 2026 |
| Prudent Man Investment Management, Inc. | History | Added to | 356 | 9 | 0.0% | 0.0% | 1265 | +2 | 0.56% | Q4 2025 | Feb 12, 2026 |
| United Financial Planning Group LLC | History | Added to | 379 | 9 | 0.01% | 0.01% | 1266 | +1 | 0.26% | Q4 2025 | Feb 11, 2026 |
| Key Capital Management, INC | History | New | 339 | 8 | 0.01% | — | 1268 | +339 | New | Q4 2025 | Jan 26, 2026 |
| Tower View Wealth Management LLC | History | Added to | 312 | 8 | 0.0% | 0.0% | 1267 | +1 | 0.32% | Q4 2025 | Jan 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 303 | 7 | 0.0% | — | 1269 | +303 | New | Q4 2025 | Jan 20, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 288 | 7 | 0.0% | 0.0% | 1270 | +159 | 123.26% | Q4 2025 | Feb 10, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 233 | 6 | 0.0% | 0.0% | 1271 | +2 | 0.87% | Q4 2025 | Feb 13, 2026 |
| Bernard Wealth Management Corp. | History | No change | 239 | 6 | 0.0% | 0.0% | 1272 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Monetary Solutions, Ltd | History | New | 198 | 5 | 0.0% | — | 1274 | +198 | New | Q4 2025 | Feb 23, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 204 | 5 | 0.0% | 0.0% | 1273 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hamrick Investment Counsel, llc | History | New | 167 | 4 | 0.0% | — | 1279 | +167 | New | Q4 2025 | Mar 31, 2026 |
| Winch Advisory Services, LLC | History | Added to | 147 | 4 | 0.0% | 0.0% | 1276 | +63 | 75.0% | Q4 2025 | Feb 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 180 | 4 | 0.0% | 0.0% | 1275 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| High Note Wealth, LLC | History | No change | 156 | 4 | 0.0% | 0.0% | 1277 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Global Wealth Strategies & Associates | History | No change | 181 | 4 | 0.0% | 0.0% | 1278 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Clayton Financial Group LLC | History | New | 130 | 3 | 0.0% | — | 1281 | +130 | New | Q4 2025 | Jan 21, 2026 |
| NBT BANK N A /NY | History | No change | 26 | 3 | 0.0% | 0.0% | 1280 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 128 | 3 | 0.0% | 0.0% | 1282 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 83 | 2 | 0.0% | 0.0% | 1283 | -25 | -23.15% | Q4 2025 | Feb 20, 2026 |
| Networth Advisors, LLC | History | New | 45 | 1 | 0.0% | — | 1286 | +45 | New | Q4 2025 | Jan 22, 2026 |
| Rossmore Private Capital | History | No change | 42 | 1 | 0.0% | 0.0% | 1284 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 60 | 1 | 0.0% | 0.0% | 1285 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.11% | — | -93,653 | -100.0% | Q3 2025 | Nov 14, 2025 |
| B&D White Capital Company, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -67,881 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -45,158 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -44,622 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Premier Path Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -38,907 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.9% | — | -33,408 | -100.0% | Q3 2025 | Oct 20, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.04% | — | -25,610 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -20,125 | -100.0% | Q3 2025 | Nov 03, 2025 |
| ISTHMUS PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -20,108 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Werba Rubin Papier Wealth Management | History | Closed out | 0 | 0 | — | 0.08% | — | -18,300 | -100.0% | Q3 2025 | Nov 04, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.2% | — | -16,488 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Peak Retirement Planning, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -11,099 | -100.0% | Q3 2025 | Nov 04, 2025 |
| BEAM WEALTH ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -10,942 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Empirical Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,040 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Babb Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -9,933 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Richard P Slaughter Associates Inc | History | Closed out | 0 | 0 | — | 0.05% | — | -9,830 | -100.0% | Q3 2025 | Oct 09, 2025 |
| 17 CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -8,547 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Archvest Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -8,542 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Westshore Wealth, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,477 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Northwest Financial Advisors | History | Closed out | 0 | 0 | — | 0.27% | — | -8,332 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Courage Miller Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,075 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,986 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,097 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,634 | -100.0% | Q3 2025 | Nov 17, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,016 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.02% | — | -1,061 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Robbins Farley | History | Closed out | 0 | 0 | — | 0.01% | — | -675 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -517 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -417 | -100.0% | Q3 2025 | Oct 29, 2025 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -198 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -132 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 3 | 0 | — | 0.0% | — | -118 | -97.52% | Q4 2025 | Feb 13, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q3 2025 | Nov 05, 2025 |
| New Millennium Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q3 2025 | Nov 10, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q3 2025 | Jan 12, 2026 |
| BLUELINE ADVISORS LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Feb 17, 2026 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2025 | Oct 07, 2025 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 18 | 0 | — | — | — | -16 | -47.06% | Q4 2025 | Jan 14, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 19, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 02, 2026 |
| Truvestments Capital LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 12, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Reduced | 19 | 0 | — | — | — | -1 | -5.0% | Q4 2025 | Feb 06, 2026 |
| IFS Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Hughes Financial Services, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Longview Financial Advisors LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |