SCHWAB STRATEGIC TRUST - SCHC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 4,177,112 | 190,184 | 0.46% | 0.4% | 1 | +550,585 | 15.18% | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Reduced | 2,155,296 | 98,130 | 0.56% | 0.66% | 2 | -220,996 | -9.3% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 1,754,109 | 79,864 | 2.7% | 3.01% | 3 | -161,147 | -8.41% | Q4 2025 | Feb 17, 2026 |
| McAdam, LLC | History | Added to | 1,603,280 | 72,997 | 3.34% | 3.25% | 4 | +155,338 | 10.73% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 1,585,259 | 72,176 | 0.01% | — | 5 | +1,585,259 | New | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Reduced | 1,331,839 | 60,638 | 0.0% | 0.0% | 6 | -235,882 | -15.05% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,291,171 | 58,787 | 0.03% | 0.04% | 7 | -139,128 | -9.73% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Added to | 1,254,927 | 57,136 | 0.04% | 0.04% | 8 | +22,005 | 1.78% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 1,237,398 | 56,338 | 0.0% | 0.0% | 9 | +50,350 | 4.24% | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 1,103,103 | 50,224 | 0.52% | 0.51% | 10 | +3,799 | 0.35% | Q4 2025 | Jan 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,047,337 | 47,685 | 0.03% | 0.02% | 11 | +361,221 | 52.65% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 1,030,190 | 46,904 | 0.05% | 0.07% | 12 | +76,802 | 8.06% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 831,997 | 37,880 | 0.0% | — | 13 | +831,997 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 806,282 | 36,879 | 0.47% | 0.45% | 14 | +41,251 | 5.39% | Q4 2025 | Jan 23, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 777,154 | 35,383 | 0.63% | 0.66% | 15 | +49,052 | 6.74% | Q4 2025 | Jan 16, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 741,684 | 33,768 | 2.09% | 3.29% | 16 | -49,418 | -6.25% | Q4 2025 | Feb 10, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 608,571 | 27,708 | 5.04% | 0.44% | 17 | -4,816 | -0.79% | Q4 2025 | Mar 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 598,521 | 27,250 | 0.04% | 0.04% | 18 | -14,505 | -2.37% | Q4 2025 | Mar 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 543,663 | 24,752 | 0.01% | 0.01% | 19 | -172,165 | -24.05% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 503,328 | 22,916 | 0.0% | 0.0% | 20 | +274,417 | 119.88% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 478,110 | 21,768 | 0.9% | 0.9% | 21 | +9,416 | 2.01% | Q4 2025 | Jan 27, 2026 |
| Vise Technologies, Inc. | History | Added to | 431,323 | 19,638 | 0.38% | 0.63% | 22 | +60,082 | 16.18% | Q4 2025 | Feb 11, 2026 |
| Charles Schwab Trust Co | History | Added to | 422,413 | 19,232 | 1.26% | 1.25% | 23 | +17,702 | 4.37% | Q4 2025 | Jan 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 406,341 | 18,500 | 0.04% | 0.04% | 24 | +10,911 | 2.76% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 396,231 | 18,040 | 0.0% | 0.0% | 25 | +369 | 0.09% | Q4 2025 | Jan 29, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 360,236 | 16,402 | 1.84% | 1.99% | 26 | -43,399 | -10.75% | Q4 2025 | Feb 17, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 356,927 | 16,250 | 1.43% | 1.4% | 27 | +11,616 | 3.36% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 338,561 | 15,414 | 0.0% | 0.0% | 28 | +258,412 | 322.41% | Q4 2025 | Feb 17, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 311,504 | 14,182 | 1.32% | 1.43% | 29 | -6,592 | -2.07% | Q4 2025 | Feb 04, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 284,622 | 12,958 | 0.3% | 0.31% | 30 | +3,896 | 1.39% | Q4 2025 | Feb 02, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 271,767 | 12,373 | 0.41% | 0.24% | 31 | +128,370 | 89.52% | Q4 2025 | Feb 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 269,681 | 12,278 | 0.15% | 0.09% | 32 | +108,820 | 67.65% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 261,813 | 12,207 | 0.02% | 0.02% | 33 | -2,308 | -0.87% | Q4 2025 | Jan 08, 2026 |
| White & Co Financial Planning Inc | History | Reduced | 266,842 | 12,149 | 9.08% | 9.14% | 34 | -88 | -0.03% | Q4 2025 | Jan 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 239,896 | 10,922 | 0.01% | 0.01% | 35 | +5,319 | 2.27% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 238,985 | 10,880 | 0.01% | 0.01% | 36 | +9,596 | 4.18% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 236,813 | 10,782 | 0.16% | 0.16% | 37 | +4,380 | 1.88% | Q4 2025 | Feb 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 228,616 | 10,408 | 0.19% | 0.18% | 38 | +8,607 | 3.91% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 220,892 | 10,057 | 0.0% | 0.0% | 39 | +16,970 | 8.32% | Q4 2025 | Feb 18, 2026 |
| Brooklyn FI, LLC | History | Added to | 218,238 | 9,936 | 2.13% | 2.06% | 40 | +17,506 | 8.72% | Q4 2025 | Jan 21, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 216,454 | 9,855 | 0.32% | — | 41 | +216,454 | New | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 211,310 | 9,620 | 0.72% | 0.59% | 42 | +9,542 | 4.73% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 197,597 | 9,285 | 0.43% | 0.04% | 43 | +180,519 | 1057.03% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 200,049 | 9,107 | 0.0% | — | 44 | +200,049 | New | Q4 2025 | Feb 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 199,584 | 9,087 | 1.01% | — | 45 | +199,584 | New | Q4 2025 | Feb 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 190,812 | 8,687 | 0.72% | 0.73% | 46 | +3,641 | 1.95% | Q4 2025 | Feb 09, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 187,727 | 8,547 | 4.57% | 4.73% | 47 | +574 | 0.31% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 180,072 | 8,198 | 0.01% | 0.01% | 48 | +3,650 | 2.07% | Q4 2025 | Feb 06, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 176,574 | 8,039 | 2.25% | 2.33% | 49 | -5,662 | -3.11% | Q4 2025 | Feb 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 174,726 | 7,955 | 0.06% | 0.06% | 50 | -3,984 | -2.23% | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 174,687 | 7,953 | 0.66% | 0.72% | 51 | -15,847 | -8.32% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 172,730 | 7,864 | 0.14% | 0.15% | 52 | +7,037 | 4.25% | Q4 2025 | Jan 16, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 170,759 | 7,774 | 1.5% | 1.58% | 53 | -3,149 | -1.81% | Q4 2025 | Jan 21, 2026 |
| Strategic Financial Planning, Inc. | History | Reduced | 170,239 | 7,750 | 4.41% | 4.55% | 54 | -2,363 | -1.37% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 169,897 | 7,735 | 0.15% | 0.15% | 55 | +419 | 0.25% | Q4 2025 | Feb 05, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 169,285 | 7,707 | 2.32% | 2.37% | 56 | -4,805 | -2.76% | Q4 2025 | Jan 26, 2026 |
| Procyon Advisors, LLC | History | Reduced | 168,397 | 7,667 | 0.38% | 0.46% | 57 | -1,933 | -1.13% | Q4 2025 | Jan 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 168,055 | 7,651 | 0.0% | 0.0% | 58 | -9,511 | -5.36% | Q4 2025 | Feb 13, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 161,616 | 7,358 | 1.76% | 1.93% | 59 | -3,204 | -1.94% | Q4 2025 | Jan 12, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 155,670 | 7,087 | 3.03% | 2.76% | 60 | +11,234 | 7.78% | Q4 2025 | Feb 10, 2026 |
| Wedmont Private Capital | History | Reduced | 151,015 | 7,046 | 0.24% | 0.26% | 61 | -2,094 | -1.37% | Q4 2025 | Jan 08, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 151,156 | 6,882 | 1.59% | 1.63% | 62 | -485 | -0.32% | Q4 2025 | Jan 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 142,366 | 6,481 | 0.08% | 0.08% | 63 | -1,140 | -0.79% | Q4 2025 | Jan 21, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 141,393 | 6,437 | 0.44% | 0.48% | 64 | -6,191 | -4.19% | Q4 2025 | Feb 23, 2026 |
| Divergent Planning, LLC | History | Added to | 137,675 | 6,320 | 1.61% | 1.65% | 65 | +2,750 | 2.04% | Q4 2025 | Jan 12, 2026 |
| Arnold Financial Planning LLC | History | New | 127,575 | 5,808 | 5.99% | — | 66 | +127,575 | New | Q4 2025 | Jan 27, 2026 |
| BCS Wealth Management | History | Added to | 126,040 | 5,738 | 0.58% | 0.7% | 67 | +57,739 | 84.54% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 124,803 | 5,682 | 0.0% | 0.0% | 68 | +7,174 | 6.1% | Q4 2025 | Feb 17, 2026 |
| Hamrick Investment Counsel, llc | History | New | 120,018 | 5,464 | 4.06% | — | 69 | +120,018 | New | Q4 2025 | Mar 31, 2026 |
| Brucke Financial, Inc. | History | Added to | 119,814 | 5,455 | 2.98% | 3.02% | 70 | +5,845 | 5.13% | Q4 2025 | Jan 12, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 118,702 | 5,404 | 1.0% | 1.0% | 71 | +8,084 | 7.31% | Q4 2025 | Feb 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 113,849 | 5,183 | 0.98% | 0.72% | 72 | +747 | 0.66% | Q4 2025 | Feb 02, 2026 |
| LPL Financial LLC | History | Added to | 107,988 | 4,916 | 0.0% | 0.0% | 73 | +5,962 | 5.84% | Q4 2025 | Feb 11, 2026 |
| Traveka Wealth, LLC | History | Added to | 105,427 | 4,800 | 1.95% | 2.13% | 74 | +600 | 0.57% | Q4 2025 | Jan 08, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 104,719 | 4,767 | 0.75% | 0.78% | 75 | +185 | 0.18% | Q4 2025 | Feb 24, 2026 |
| Compound Planning, Inc. | History | Reduced | 98,557 | 4,487 | 0.13% | 0.16% | 76 | -9,822 | -9.06% | Q4 2025 | Feb 19, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 98,352 | 4,477 | 2.73% | 2.86% | 77 | -1,859 | -1.86% | Q4 2025 | Jan 22, 2026 |
| World Investment Advisors | History | Added to | 97,116 | 4,421 | 0.07% | 0.08% | 78 | +6,931 | 7.69% | Q4 2025 | Mar 12, 2026 |
| Columbus Macro, LLC | History | Reduced | 96,540 | 4,395 | 0.48% | 0.52% | 79 | -3,389 | -3.39% | Q4 2025 | Jan 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 95,982 | 4,369 | 0.0% | 0.0% | 80 | +15,085 | 18.65% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 94,250 | 4,291 | 0.01% | 0.01% | 81 | +8,362 | 9.74% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 93,670 | 4,265 | 0.01% | 0.01% | 82 | -11,790 | -11.18% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | Added to | 91,736 | 4,176 | 0.08% | 0.08% | 83 | +93 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 90,963 | 4,141 | 0.01% | 0.01% | 84 | -147 | -0.16% | Q4 2025 | Feb 11, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 89,921 | 4,094 | 1.17% | 0.99% | 85 | -84 | -0.09% | Q4 2025 | Feb 10, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 81,296 | 4,002 | 0.09% | 0.09% | 86 | -100 | -0.12% | Q4 2025 | Feb 09, 2026 |
| St. Louis Trust Co | History | No change | 86,541 | 3,940 | 0.45% | 0.49% | 87 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 85,618 | 3,898 | 0.09% | 0.09% | 88 | +52 | 0.06% | Q4 2025 | Jan 27, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 83,960 | 3,822 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 83,368 | 3,795 | 0.24% | 0.26% | 90 | -4,455 | -5.07% | Q4 2025 | Jan 23, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 83,249 | 3,790 | 1.2% | 1.32% | 91 | +1,306 | 1.59% | Q4 2025 | Jan 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 82,803 | 3,770 | 0.01% | 0.0% | 92 | +21,485 | 35.04% | Q4 2025 | Feb 10, 2026 |
| Texas Yale Capital Corp. | History | Added to | 81,400 | 3,706 | 0.11% | 0.11% | 93 | +6,693 | 8.96% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 78,836 | 3,589 | 0.83% | 0.84% | 94 | +2,573 | 3.37% | Q4 2025 | Jan 14, 2026 |
| Archer Investment Management, LLC | History | Reduced | 73,790 | 3,359 | 1.81% | 3.11% | 95 | -37,392 | -33.63% | Q4 2025 | Jan 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 73,607 | 3,351 | 0.0% | 0.0% | 96 | +11 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 71,461 | 3,253 | 0.04% | 0.03% | 97 | -2,076 | -2.82% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 71,373 | 3,249 | 0.0% | 0.0% | 98 | +35,362 | 98.2% | Q4 2025 | Feb 18, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 70,395 | 3,205 | 2.44% | 2.5% | 99 | +1,350 | 1.96% | Q4 2025 | Feb 17, 2026 |
| Jacobs Equity LLC | History | New | 70,071 | 3,190 | 3.07% | — | 100 | +70,071 | New | Q4 2025 | Feb 19, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 69,846 | 3,180 | 0.87% | 0.98% | 101 | -4,970 | -6.64% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 69,440 | 3,161 | 0.04% | 0.04% | 102 | -17,918 | -20.51% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 68,298 | 3,109 | 0.0% | 0.0% | 103 | +37 | 0.05% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 67,331 | 3,065 | 0.0% | 0.0% | 104 | +5,480 | 8.86% | Q4 2025 | Feb 12, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 62,307 | 2,836 | 0.52% | 0.54% | 105 | -2,682 | -4.13% | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 61,100 | 2,781 | 0.39% | 0.55% | 106 | -17,012 | -21.78% | Q4 2025 | Jan 23, 2026 |
| Diversify Advisory Services, LLC | History | New | 57,191 | 2,724 | 0.09% | — | 107 | +57,191 | New | Q4 2025 | Jan 23, 2026 |
| Manske Wealth Management | History | Reduced | 59,745 | 2,720 | 0.8% | 0.84% | 108 | -653 | -1.08% | Q4 2025 | Feb 03, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 56,344 | 2,565 | 0.03% | 0.04% | 109 | -3,239 | -5.44% | Q4 2025 | Feb 09, 2026 |
| Noble Family Wealth, LLC | History | Added to | 56,136 | 2,555 | 0.54% | 0.56% | 110 | +326 | 0.58% | Q4 2025 | Jan 07, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 56,095 | 2,553 | 0.34% | 0.35% | 111 | +805 | 1.46% | Q4 2025 | Jan 16, 2026 |
| Invesco Ltd. | History | Reduced | 54,537 | 2,483 | 0.0% | 0.0% | 112 | -7,624 | -12.26% | Q4 2025 | Feb 19, 2026 |
| Colony Family Offices, LLC | History | Added to | 54,450 | 2,479 | 0.62% | 0.59% | 113 | +4,345 | 8.67% | Q4 2025 | Jan 22, 2026 |
| Carter Financial Group, INC. | History | Added to | 52,561 | 2,393 | 1.42% | 1.41% | 114 | +1,416 | 2.77% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 51,834 | 2,360 | 0.01% | 0.01% | 115 | +12,160 | 30.65% | Q4 2025 | Jan 27, 2026 |
| Amicus Financial Advisors, LLC | History | New | 50,995 | 2,321 | 0.65% | — | 116 | +50,995 | New | Q4 2025 | Mar 02, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 50,207 | 2,285 | 0.2% | 0.24% | 117 | -206 | -0.41% | Q4 2025 | Jan 30, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 48,745 | 2,219 | 0.47% | 3.62% | 118 | -304,983 | -86.22% | Q4 2025 | Jan 14, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 48,211 | 2,195 | 0.49% | 0.51% | 119 | -746 | -1.52% | Q4 2025 | Feb 06, 2026 |
| Stone Summit Wealth LLC | History | Added to | 47,913 | 2,181 | 0.59% | 0.57% | 120 | +3,909 | 8.88% | Q4 2025 | Jan 27, 2026 |
| Beckerman Institutional, LLC | History | Added to | 47,800 | 2,176 | 1.22% | 1.25% | 121 | +1,064 | 2.28% | Q4 2025 | Feb 10, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 47,095 | 2,144 | 0.02% | 0.03% | 122 | -6,321 | -11.83% | Q4 2025 | Jan 21, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 47,080 | 2,143 | 0.24% | 0.2% | 123 | +7,916 | 20.21% | Q4 2025 | Feb 03, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 45,735 | 2,082 | 0.87% | 1.0% | 124 | -627 | -1.35% | Q4 2025 | Feb 03, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 44,801 | 2,039 | 1.26% | 1.3% | 125 | -664 | -1.46% | Q4 2025 | Jan 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 43,263 | 1,969 | 0.01% | 0.01% | 126 | +13,632 | 46.01% | Q4 2025 | Feb 18, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 42,348 | 1,928 | 0.82% | 0.85% | 127 | -1,321 | -3.03% | Q4 2025 | Jan 22, 2026 |
| Quadrature Capital Ltd | History | New | 41,475 | 1,888 | 0.02% | — | 128 | +41,475 | New | Q4 2025 | Feb 17, 2026 |
| HORAN Wealth, LLC | History | Added to | 41,485 | 1,888 | 0.29% | 0.29% | 129 | +360 | 0.88% | Q4 2025 | Feb 04, 2026 |
| CENTRAL TRUST Co | History | Reduced | 40,652 | 1,850 | 0.04% | 0.04% | 130 | -1,896 | -4.46% | Q4 2025 | Feb 02, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 37,914 | 1,726 | 0.86% | 0.85% | 131 | +600 | 1.61% | Q4 2025 | Jan 30, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 36,784 | 1,674 | 0.03% | 0.04% | 132 | -2,826 | -7.13% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 36,626 | 1,667 | 0.01% | 0.01% | 133 | -1,430 | -3.76% | Q4 2025 | Feb 13, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 36,389 | 1,656 | 0.21% | 0.21% | 134 | +3,966 | 12.23% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 36,315 | 1,653 | 0.0% | 0.0% | 135 | -406 | -1.11% | Q4 2025 | Feb 12, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 36,160 | 1,646 | 0.69% | 0.65% | 136 | +2,488 | 7.39% | Q4 2025 | Jan 14, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 36,013 | 1,639 | 0.3% | 0.31% | 137 | +1,508 | 4.37% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 35,715 | 1,626 | 0.02% | 0.01% | 138 | +22,164 | 163.56% | Q4 2025 | Jan 23, 2026 |
| Focus Financial Network, Inc. | History | Added to | 35,675 | 1,624 | 0.06% | 0.06% | 139 | +733 | 2.1% | Q4 2025 | Jan 12, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 35,398 | 1,611 | 0.33% | 0.37% | 140 | -327 | -0.92% | Q4 2025 | Jan 23, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 35,007 | 1,594 | 0.22% | 0.28% | 141 | -3,643 | -9.43% | Q4 2025 | Jan 21, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Reduced | 34,921 | 1,589 | 0.52% | 0.57% | 142 | -674 | -1.89% | Q4 2025 | Jan 15, 2026 |
| Embree Financial Group | History | Reduced | 34,836 | 1,586 | 0.19% | 0.25% | 143 | -5,743 | -14.15% | Q4 2025 | Jan 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 33,567 | 1,528 | 0.0% | 0.0% | 144 | -40,087 | -54.43% | Q4 2025 | Feb 13, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 33,023 | 1,503 | 0.61% | 0.64% | 145 | -331 | -0.99% | Q4 2025 | Jan 09, 2026 |
| Foster Group, Inc. | History | Added to | 32,952 | 1,500 | 0.05% | 0.04% | 146 | +2,152 | 6.99% | Q4 2025 | Jan 12, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 31,502 | 1,489 | 0.33% | 0.34% | 147 | +2,340 | 8.02% | Q4 2025 | Feb 04, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 32,681 | 1,487 | 0.34% | 0.36% | 148 | -218 | -0.66% | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | Reduced | 31,847 | 1,449 | 0.0% | 0.0% | 149 | -2,507 | -7.3% | Q4 2025 | Jan 30, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 31,043 | 1,413 | 1.3% | — | 150 | +31,043 | New | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 30,953 | 1,409 | 0.01% | 0.01% | 151 | +781 | 2.59% | Q4 2025 | Feb 17, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 30,324 | 1,409 | 0.03% | 0.03% | 152 | -100 | -0.33% | Q4 2025 | Jan 08, 2026 |
| COMMERCE BANK | History | Added to | 30,929 | 1,408 | 0.01% | 0.01% | 153 | +300 | 0.98% | Q4 2025 | Feb 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 30,852 | 1,404 | 0.5% | 0.64% | 154 | -8,398 | -21.4% | Q4 2025 | Jan 09, 2026 |
| Wealth Architects, LLC | History | No change | 29,910 | 1,361 | 0.12% | 0.13% | 155 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 29,370 | 1,337 | 0.13% | 0.13% | 156 | +892 | 3.13% | Q4 2025 | Feb 11, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 29,225 | 1,330 | 0.4% | 0.42% | 157 | +785 | 2.76% | Q4 2025 | Jan 26, 2026 |
| Falcon Wealth Planning | History | Added to | 28,587 | 1,301 | 0.11% | 0.12% | 158 | +31 | 0.11% | Q4 2025 | Feb 03, 2026 |
| LTG Capital LLC | History | Added to | 27,225 | 1,239 | 0.97% | 0.96% | 159 | +347 | 1.29% | Q4 2025 | Feb 11, 2026 |
| NWAM LLC | History | Reduced | 25,626 | 1,238 | 0.07% | 0.06% | 160 | -194 | -0.75% | Q4 2025 | Feb 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 26,317 | 1,198 | 0.06% | 0.04% | 161 | +12,610 | 92.0% | Q4 2025 | Jan 26, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 26,324 | 1,198 | 0.22% | 0.24% | 162 | -50 | -0.19% | Q4 2025 | Jan 30, 2026 |
| 25 LLC | History | Reduced | 26,048 | 1,185 | 0.38% | 0.44% | 163 | -2,383 | -8.38% | Q4 2025 | Jan 15, 2026 |
| Leisure Capital Management | History | Added to | 25,996 | 1,183 | 0.39% | 0.4% | 164 | +67 | 0.26% | Q4 2025 | Jan 27, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 25,222 | 1,176 | 0.12% | 0.12% | 165 | -125 | -0.49% | Q4 2025 | Jan 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 25,281 | 1,151 | 0.0% | 0.0% | 166 | -208,226 | -89.17% | Q4 2025 | Mar 25, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 24,928 | 1,135 | 0.0% | 0.0% | 167 | +12,158 | 95.21% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Reduced | 24,357 | 1,109 | 0.0% | 0.0% | 168 | -3,576 | -12.8% | Q4 2025 | Jan 26, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 24,176 | 1,100 | 0.0% | 0.0% | 169 | -59 | -0.24% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | New | 24,115 | 1,097 | 0.02% | — | 170 | +24,115 | New | Q4 2025 | Feb 03, 2026 |
| Avestar Capital, LLC | History | Added to | 24,011 | 1,093 | 0.07% | 0.07% | 171 | +169 | 0.71% | Q4 2025 | Feb 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 23,137 | 1,053 | 0.01% | — | 172 | +23,137 | New | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | Added to | 22,894 | 1,042 | 0.02% | 0.02% | 173 | +3,206 | 16.28% | Q4 2025 | Feb 06, 2026 |
| James J. Burns & Company, LLC | History | Added to | 22,875 | 1,041 | 0.14% | 0.15% | 174 | +215 | 0.95% | Q4 2025 | Jan 23, 2026 |
| Cloud Capital Management, LLC | History | Added to | 22,784 | 1,037 | 0.49% | 0.53% | 175 | +686 | 3.1% | Q4 2025 | Feb 12, 2026 |
| Creekside Partners | History | Added to | 22,653 | 1,031 | 0.44% | 0.44% | 176 | +665 | 3.02% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,187 | 1,010 | 0.0% | 0.0% | 177 | +5,832 | 35.66% | Q4 2025 | Feb 17, 2026 |
| Klingman & Associates, LLC | History | New | 21,988 | 1,001 | 0.05% | — | 178 | +21,988 | New | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 21,949 | 999 | 0.04% | 0.04% | 179 | -349 | -1.57% | Q4 2025 | Feb 06, 2026 |
| ZynergyRetirementPlanningLLC | History | Added to | 21,776 | 991 | 0.61% | 0.59% | 180 | +1,266 | 6.17% | Q4 2025 | Jan 09, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 21,563 | 981 | 0.06% | 0.06% | 181 | +2,129 | 10.96% | Q4 2025 | Jan 23, 2026 |
| Aspen Investment Management Inc | History | Added to | 20,978 | 955 | 0.29% | 0.36% | 182 | +400 | 1.94% | Q4 2025 | Feb 06, 2026 |
| BLUELINE ADVISORS LLC | History | New | 20,681 | 941 | 0.77% | — | 183 | +20,681 | New | Q4 2025 | Feb 10, 2026 |
| OneAscent Financial Services LLC | History | New | 20,562 | 936 | 0.09% | — | 184 | +20,562 | New | Q4 2025 | Feb 11, 2026 |
| Envision Financial LLC | History | Reduced | 20,432 | 930 | 0.49% | 0.55% | 185 | -497 | -2.37% | Q4 2025 | Jan 07, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 20,206 | 920 | 0.21% | 0.2% | 186 | +962 | 5.0% | Q4 2025 | Jan 16, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 20,050 | 912 | 0.03% | 0.03% | 187 | +156 | 0.78% | Q4 2025 | Feb 12, 2026 |
| Yoffe Investment Management, LLC | History | Added to | 19,444 | 885 | 1.13% | 1.14% | 188 | +107 | 0.55% | Q4 2025 | Jan 26, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 19,389 | 882 | 0.04% | 0.04% | 189 | -148 | -0.76% | Q4 2025 | Jan 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 19,367 | 881 | 0.01% | 0.01% | 190 | +411 | 2.17% | Q4 2025 | Jan 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 19,268 | 877 | 0.01% | 0.01% | 191 | +816 | 4.42% | Q4 2025 | Feb 18, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 19,209 | 874 | 0.01% | 0.01% | 192 | +8,302 | 76.12% | Q4 2025 | Jan 29, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 19,107 | 869 | 0.1% | 0.11% | 193 | -888 | -4.44% | Q4 2025 | Jan 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 19,006 | 865 | 0.01% | 0.01% | 194 | -1,539 | -7.49% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 18,775 | 854 | 0.01% | 0.02% | 195 | -397 | -2.07% | Q4 2025 | Feb 06, 2026 |
| Clearview Wealth Advisors LLC | History | Added to | 18,592 | 846 | 0.54% | 0.53% | 196 | +472 | 2.6% | Q4 2025 | Feb 17, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 18,377 | 836 | 0.52% | 0.58% | 197 | -957 | -4.95% | Q4 2025 | Jan 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 18,365 | 836 | 0.6% | 0.63% | 198 | -221 | -1.19% | Q4 2025 | Feb 10, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 18,309 | 833 | 0.03% | 0.03% | 199 | -67 | -0.36% | Q4 2025 | Jan 06, 2026 |
| K2 Financial Inc. | History | Added to | 17,147 | 800 | 0.62% | 0.56% | 200 | +1,642 | 10.59% | Q4 2025 | Jan 22, 2026 |
| McLean Asset Management Corp | History | Reduced | 16,915 | 799 | 0.14% | 0.18% | 201 | -2,179 | -11.41% | Q4 2025 | Jan 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,402 | 792 | 0.0% | 0.0% | 202 | +1,179 | 7.27% | Q4 2025 | Feb 05, 2026 |
| Vawter Financial, Ltd. | History | No change | 17,353 | 790 | 0.33% | 0.36% | 203 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 16,840 | 766 | 0.17% | 0.19% | 204 | +252 | 1.52% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 16,666 | 758 | 0.0% | 0.0% | 205 | +584 | 3.63% | Q4 2025 | Feb 12, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 16,558 | 753 | 0.08% | 0.09% | 206 | -220 | -1.31% | Q4 2025 | Jan 23, 2026 |
| Composition Wealth, LLC | History | Added to | 16,497 | 751 | 0.01% | 0.01% | 207 | +682 | 4.31% | Q4 2025 | Feb 02, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 16,393 | 746 | 0.06% | 0.06% | 208 | +92 | 0.56% | Q4 2025 | Feb 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 16,122 | 734 | 0.17% | 0.18% | 209 | -230 | -1.41% | Q4 2025 | Jan 06, 2026 |
| Lido Advisors, LLC | History | Added to | 16,025 | 729 | 0.0% | 0.0% | 210 | +16 | 0.1% | Q4 2025 | Feb 10, 2026 |
| Passive Capital Management, LLC. | History | Added to | 15,980 | 727 | 0.23% | 0.22% | 211 | +1,024 | 6.85% | Q4 2025 | Feb 05, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | New | 15,831 | 720 | 0.45% | — | 212 | +15,831 | New | Q4 2025 | Feb 13, 2026 |
| Argent Trust Co | History | No change | 15,831 | 720 | 0.02% | 0.03% | 213 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 15,930 | 702 | 0.02% | 0.01% | 214 | +629 | 4.11% | Q4 2025 | Feb 11, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 15,321 | 697 | 0.05% | 0.04% | 215 | +3,948 | 34.71% | Q4 2025 | Feb 09, 2026 |
| May Hill Capital, LLC | History | Added to | 15,300 | 696 | 0.09% | 0.14% | 216 | +5,091 | 49.87% | Q4 2025 | Feb 05, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 15,105 | 687 | 0.18% | 0.19% | 217 | -350 | -2.26% | Q4 2025 | Jan 23, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 14,962 | 681 | 0.03% | 0.03% | 218 | -446 | -2.89% | Q4 2025 | Feb 17, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 14,709 | 669 | 0.14% | 0.15% | 219 | -4,838 | -24.75% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 14,237 | 648 | 0.0% | 0.0% | 220 | -349 | -2.39% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 14,196 | 646 | 0.0% | 0.0% | 221 | -1,493 | -9.52% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 14,206 | 646 | 0.01% | 0.01% | 222 | -158 | -1.1% | Q4 2025 | Jan 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 14,150 | 644 | 0.02% | 0.02% | 223 | +4,981 | 54.32% | Q4 2025 | Jan 15, 2026 |
| Livet Wealth, LLC | History | New | 13,782 | 627 | 0.39% | — | 224 | +13,782 | New | Q4 2025 | Feb 13, 2026 |
| Parcion Private Wealth LLC | History | Added to | 21,273 | 622 | 0.04% | 0.01% | 225 | +16,108 | 311.87% | Q4 2025 | Jan 26, 2026 |
| Brooklyn Investment Group | History | New | 13,505 | 618 | 0.03% | — | 226 | +13,505 | New | Q4 2025 | Feb 12, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 13,437 | 611 | 0.16% | — | 227 | +13,437 | New | Q4 2025 | Jan 27, 2026 |
| Omega Financial Group, LLC | History | Reduced | 13,412 | 610 | 0.2% | 0.21% | 228 | -514 | -3.69% | Q4 2025 | Jan 28, 2026 |
| Simplicity Wealth,LLC | History | Added to | 13,166 | 599 | 0.04% | 0.03% | 229 | +848 | 6.88% | Q4 2025 | Jan 30, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 13,085 | 595 | 0.02% | 0.03% | 230 | -472 | -3.48% | Q4 2025 | Jan 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 13,024 | 592 | 0.01% | 0.01% | 231 | +518 | 4.14% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 12,894 | 589 | 0.02% | 0.01% | 232 | +10,637 | 471.29% | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 12,715 | 578 | 0.02% | 0.02% | 233 | -171 | -1.33% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 12,715 | 578 | 0.09% | 0.09% | 234 | -171 | -1.33% | Q4 2025 | Jan 27, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 11,657 | 568 | 0.36% | 0.63% | 235 | -10,462 | -47.3% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 12,220 | 556 | 0.0% | 0.0% | 236 | +250 | 2.09% | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | No change | 12,158 | 553 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMARA FINANCIAL, LLC. | History | New | 11,582 | 527 | 0.36% | — | 238 | +11,582 | New | Q4 2025 | Feb 03, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 11,538 | 525 | 0.08% | 0.08% | 239 | -59 | -0.51% | Q4 2025 | Feb 09, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 11,533 | 525 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Oath Planning, LLC | History | New | 11,472 | 522 | 0.52% | — | 241 | +11,472 | New | Q4 2025 | Feb 12, 2026 |
| Lantz Financial LLC | History | No change | 11,408 | 519 | 0.11% | 0.11% | 242 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | Added to | 10,929 | 497 | 0.0% | 0.0% | 243 | +1,643 | 17.69% | Q4 2025 | Jan 26, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 10,840 | 493 | 0.06% | 0.05% | 245 | +1,948 | 21.91% | Q4 2025 | Feb 06, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 10,838 | 493 | 0.03% | 0.03% | 244 | +17 | 0.16% | Q4 2025 | Feb 03, 2026 |
| Krilogy Financial LLC | History | Added to | 9,944 | 490 | 0.02% | 0.02% | 246 | +357 | 3.72% | Q4 2025 | Jan 27, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 10,737 | 488 | 0.13% | 0.13% | 247 | -94 | -0.87% | Q4 2025 | Jan 22, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 10,572 | 481 | 0.23% | 0.26% | 248 | +14 | 0.13% | Q4 2025 | Jan 09, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 10,361 | 471 | 0.16% | 0.17% | 249 | -100 | -0.96% | Q4 2025 | Feb 09, 2026 |
| Life Planning Partners, Inc | History | No change | 10,338 | 470 | 0.36% | 0.34% | 250 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Chesley Taft & Associates LLC | History | No change | 10,296 | 468 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 10,195 | 464 | 0.01% | 0.01% | 252 | -687 | -6.31% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 10,152 | 462 | 0.12% | 0.15% | 253 | -1,552 | -13.26% | Q4 2025 | Jan 23, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 10,014 | 455 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MASECO LLP | History | New | 9,753 | 444 | 0.02% | — | 255 | +9,753 | New | Q4 2025 | Jan 22, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 9,720 | 442 | 0.28% | 0.25% | 256 | +826 | 9.29% | Q4 2025 | Jan 14, 2026 |
| Cooke Wealth Management, LLC | History | New | 9,239 | 436 | 0.38% | — | 257 | +9,239 | New | Q4 2025 | Jan 21, 2026 |
| One Capital Management, LLC | History | Reduced | 9,479 | 431 | 0.01% | 0.06% | 258 | -28,996 | -75.36% | Q4 2025 | Feb 10, 2026 |
| SACHEM HILL LLC | History | Reduced | 9,465 | 430 | 0.08% | 0.09% | 259 | -131 | -1.37% | Q4 2025 | Feb 12, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 9,335 | 425 | 0.04% | 0.03% | 260 | +2,447 | 35.53% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Reduced | 9,282 | 422 | 0.01% | 0.01% | 261 | -92 | -0.98% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 9,098 | 414 | 0.0% | 0.0% | 262 | +1,943 | 27.16% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Reduced | 9,008 | 410 | 0.01% | 0.01% | 263 | -143 | -1.56% | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,825 | 401 | 0.0% | 0.0% | 264 | +86 | 0.98% | Q4 2025 | Feb 11, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 8,618 | 392 | 0.05% | 0.05% | 265 | +292 | 3.51% | Q4 2025 | Jan 07, 2026 |
| CWC Advisors, LLC. | History | Reduced | 8,607 | 391 | 0.19% | 0.19% | 266 | -26 | -0.3% | Q4 2025 | Jan 26, 2026 |
| Ballast Financial Advisors LLC | History | New | 8,528 | 388 | 0.4% | — | 267 | +8,528 | New | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | Added to | 8,331 | 379 | 0.02% | 0.02% | 268 | +234 | 2.89% | Q4 2025 | Jan 27, 2026 |
| Busey Bank | History | No change | 8,293 | 377 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 8,065 | 367 | 0.0% | 0.01% | 270 | -961 | -10.65% | Q4 2025 | Feb 09, 2026 |
| SEI INVESTMENTS CO | History | New | 8,056 | 366 | 0.0% | — | 271 | +8,056 | New | Q4 2025 | Feb 13, 2026 |
| Garde Capital, Inc. | History | New | 7,996 | 364 | 0.02% | — | 272 | +7,996 | New | Q4 2025 | Feb 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 7,922 | 360 | 0.04% | 0.03% | 273 | +1,443 | 22.27% | Q4 2025 | Feb 18, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 7,911 | 360 | 0.16% | 0.16% | 274 | +135 | 1.74% | Q4 2025 | Jan 16, 2026 |
| Allworth Financial LP | History | New | 7,694 | 350 | 0.0% | — | 275 | +7,694 | New | Q4 2025 | Feb 05, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 7,696 | 350 | 0.1% | 0.11% | 276 | -94 | -1.21% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 7,281 | 331 | 0.01% | 0.01% | 277 | +361 | 5.22% | Q4 2025 | Jan 09, 2026 |
| Advisory Alpha, LLC | History | Reduced | 7,257 | 330 | 0.01% | 0.02% | 278 | -5,840 | -44.59% | Q4 2025 | Feb 06, 2026 |
| Obermeyer Wealth Partners | History | Added to | 7,231 | 329 | 0.02% | 0.01% | 279 | +333 | 4.83% | Q4 2025 | Jan 29, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 7,216 | 328 | 0.05% | 0.05% | 280 | +241 | 3.46% | Q4 2025 | Feb 09, 2026 |
| Geometric Wealth Advisors | History | Reduced | 7,177 | 326 | 0.04% | 0.04% | 281 | -216 | -2.92% | Q4 2025 | Feb 06, 2026 |
| Payne Capital Management, LLC | History | Added to | 7,097 | 323 | 0.1% | 0.1% | 282 | +415 | 6.21% | Q4 2025 | Feb 02, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 7,090 | 322 | 0.05% | 0.05% | 283 | -9 | -0.13% | Q4 2025 | Jan 22, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 7,007 | 319 | 0.09% | 0.11% | 284 | -1,794 | -20.38% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,866 | 312 | 0.0% | 0.0% | 285 | +489 | 7.67% | Q4 2025 | Feb 13, 2026 |
| Tranquility Partners, LLC | History | No change | 6,853 | 312 | 0.11% | 0.11% | 286 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 6,817 | 310 | 0.01% | 0.02% | 287 | +17 | 0.25% | Q4 2025 | Jan 12, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 6,756 | 307 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PFG Advisors | History | New | 6,660 | 303 | 0.01% | — | 289 | +6,660 | New | Q4 2025 | Jan 27, 2026 |
| RFG Advisory, LLC | History | Reduced | 6,650 | 302 | 0.01% | 0.01% | 290 | -2,690 | -28.8% | Q4 2025 | Feb 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 6,613 | 301 | 0.01% | 0.01% | 291 | +764 | 13.06% | Q4 2025 | Feb 19, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 6,607 | 300 | 0.02% | 0.03% | 292 | -1,461 | -18.11% | Q4 2025 | Jan 27, 2026 |
| Kingsview Wealth Management, LLC | History | New | 6,572 | 299 | 0.0% | — | 293 | +6,572 | New | Q4 2025 | Feb 09, 2026 |
| Asset Dedication, LLC | History | Added to | 6,566 | 298 | 0.02% | 0.02% | 294 | +29 | 0.44% | Q4 2025 | Jan 26, 2026 |
| MBL Wealth, LLC | History | No change | 6,500 | 295 | 0.02% | 0.03% | 295 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Uptown Financial Advisors LLC | History | No change | 6,347 | 288 | 0.21% | 0.24% | 296 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,240 | 284 | 0.0% | 0.0% | 297 | +91 | 1.48% | Q4 2025 | Feb 17, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 6,193 | 281 | 0.1% | 0.1% | 298 | -514 | -7.66% | Q4 2025 | Jan 27, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 6,136 | 279 | 0.09% | 0.07% | 299 | -2,785 | -31.22% | Q4 2025 | Jan 27, 2026 |
| MOTCO | History | Reduced | 6,087 | 277 | 0.03% | 0.04% | 300 | -2,443 | -28.64% | Q4 2025 | Feb 06, 2026 |
| Port Capital LLC | History | No change | 6,000 | 273 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Single Point Partners, LLC | History | Reduced | 5,947 | 270 | 0.05% | 0.06% | 302 | -801 | -11.87% | Q4 2025 | Jan 26, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 5,869 | 267 | 0.27% | — | 303 | +5,869 | New | Q4 2025 | Feb 19, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,862 | 266 | 0.0% | 0.0% | 305 | +501 | 9.35% | Q4 2025 | Feb 13, 2026 |
| Kathmere Capital Management, LLC | History | No change | 5,852 | 266 | 0.02% | 0.02% | 304 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Black Diamond Financial, LLC | History | Added to | 5,680 | 258 | 0.03% | 0.03% | 306 | +21 | 0.37% | Q4 2025 | Feb 03, 2026 |
| American Capital Advisory, LLC | History | Added to | 5,662 | 257 | 0.11% | 0.09% | 307 | +1,588 | 38.98% | Q4 2025 | Jan 30, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 5,623 | 256 | 0.02% | 0.02% | 308 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Aurelius Family Office LLC | History | No change | 5,428 | 252 | 0.11% | 0.11% | 309 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Capital Analysts, LLC | History | Reduced | 5,501 | 251 | 0.01% | 0.02% | 310 | -10,536 | -65.7% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 5,514 | 251 | 0.0% | 0.0% | 311 | +2 | 0.04% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 5,511 | 250 | 0.01% | 0.01% | 312 | -133 | -2.36% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 5,490 | 249 | 0.17% | 0.18% | 313 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 5,467 | 248 | 0.01% | 0.01% | 314 | +3 | 0.05% | Q4 2025 | Jan 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 5,303 | 241 | 0.0% | 0.0% | 315 | +168 | 3.27% | Q4 2025 | Feb 02, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 5,268 | 239 | 0.11% | 0.11% | 316 | -495 | -8.59% | Q4 2025 | Jan 21, 2026 |
| Evanson Asset Management, LLC | History | Added to | 5,245 | 238 | 0.01% | 0.01% | 317 | +126 | 2.46% | Q4 2025 | Jan 12, 2026 |
| VISIONARY HORIZONS, LLC | History | New | 5,225 | 237 | 0.12% | — | 318 | +5,225 | New | Q4 2025 | Jan 23, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 5,193 | 236 | 0.04% | 0.04% | 319 | +67 | 1.31% | Q4 2025 | Feb 17, 2026 |
| SUMMITRY LLC | History | New | 5,177 | 235 | 0.01% | — | 320 | +5,177 | New | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 5,146 | 234 | 0.0% | — | 321 | +5,146 | New | Q4 2025 | Feb 17, 2026 |
| North Forty Two & Co. | History | Added to | 5,067 | 230 | 0.22% | 0.22% | 322 | +50 | 1.0% | Q4 2025 | Feb 09, 2026 |
| Sensible Money, LLC | History | Added to | 5,031 | 229 | 0.07% | 0.08% | 323 | +52 | 1.04% | Q4 2025 | Feb 09, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 4,993 | 227 | 0.0% | 0.0% | 324 | -1,275 | -20.34% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 4,977 | 226 | 0.0% | 0.0% | 325 | -248 | -4.75% | Q4 2025 | Feb 13, 2026 |
| Lifeworks Advisors, LLC | History | New | 4,916 | 223 | 0.03% | — | 327 | +4,916 | New | Q4 2025 | Feb 13, 2026 |
| Brickley Wealth Management | History | Added to | 4,911 | 223 | 0.04% | 0.04% | 326 | +287 | 6.21% | Q4 2025 | Jan 29, 2026 |
| Tribridge Partners Financial LLC | History | No change | 4,803 | 218 | 0.09% | 0.1% | 328 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 4,784 | 217 | 0.08% | 0.09% | 329 | +161 | 3.48% | Q4 2025 | Feb 09, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 4,750 | 216 | 0.14% | 0.14% | 330 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 4,715 | 214 | 0.03% | 0.02% | 331 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GTS SECURITIES LLC | History | New | 4,655 | 211 | 0.01% | — | 332 | +4,655 | New | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | No change | 4,648 | 211 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Manuka Financial, LLC | History | No change | 4,597 | 209 | 0.13% | 0.13% | 334 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Accredited Investors Inc. | History | No change | 4,587 | 208 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | New | 4,568 | 207 | 0.0% | — | 336 | +4,568 | New | Q4 2025 | Feb 17, 2026 |
| Ballentine Capital Advisors, Inc | History | Reduced | 4,568 | 207 | 0.09% | 0.09% | 337 | -141 | -2.99% | Q4 2025 | Feb 02, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 4,485 | 204 | 0.12% | 0.13% | 339 | +24 | 0.54% | Q4 2025 | Feb 09, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 4,490 | 204 | 0.05% | 0.05% | 338 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Worth Asset Management, LLC | History | Reduced | 4,466 | 203 | 0.09% | 0.16% | 340 | -3,294 | -42.45% | Q4 2025 | Jan 14, 2026 |
| Integrity Investment Advisors, LLC | History | New | 4,425 | 201 | 0.11% | — | 342 | +4,425 | New | Q4 2025 | Feb 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 4,419 | 201 | 0.01% | 0.01% | 341 | +22 | 0.5% | Q4 2025 | Feb 02, 2026 |
| Northwest Capital Management Inc | History | Reduced | 4,259 | 193 | 0.84% | 0.52% | 343 | -6,661 | -61.0% | Q4 2025 | Jan 26, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,935 | 179 | 0.01% | 0.01% | 344 | -2,895 | -42.39% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,904 | 177 | 0.01% | 0.01% | 345 | +238 | 6.49% | Q4 2025 | Feb 06, 2026 |
| Meramec Financial Planners, LLC | History | New | 3,514 | 172 | 0.07% | — | 346 | +3,514 | New | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,753 | 170 | 0.0% | 0.0% | 347 | +333 | 9.74% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 3,591 | 163 | 0.0% | 0.0% | 349 | -267 | -6.92% | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 3,593 | 163 | 0.0% | 0.01% | 350 | -2 | -0.06% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Added to | 3,600 | 163 | 0.0% | 0.0% | 348 | +1 | 0.03% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,566 | 162 | 0.0% | 0.0% | 351 | +965 | 37.1% | Q4 2025 | Feb 02, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 3,230 | 147 | 0.08% | 0.09% | 352 | +6 | 0.19% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 3,171 | 144 | 0.0% | — | 353 | +3,171 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,155 | 143 | 0.01% | — | 354 | +3,155 | New | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,021 | 137 | 0.01% | 0.0% | 355 | +1,332 | 78.86% | Q4 2025 | Feb 10, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 2,643 | 120 | 0.02% | 0.02% | 356 | +47 | 1.81% | Q4 2025 | Jan 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,570 | 117 | 0.0% | 0.0% | 357 | +274 | 11.93% | Q4 2025 | Feb 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 2,590 | 117 | 0.0% | 0.0% | 358 | -83 | -3.11% | Q4 2025 | Jan 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,566 | 116 | 0.0% | 0.0% | 359 | +108 | 4.39% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,434 | 110 | 0.01% | 0.01% | 360 | +33 | 1.37% | Q4 2025 | Jan 08, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,362 | 107 | 0.0% | 0.0% | 363 | +2,198 | 1340.24% | Q4 2025 | Feb 06, 2026 |
| Clearstead Trust, LLC | History | Reduced | 2,361 | 107 | 0.02% | 0.02% | 362 | -651 | -21.61% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,361 | 107 | 0.0% | 0.0% | 361 | +317 | 15.51% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,345 | 106 | 0.0% | 0.01% | 364 | -722 | -23.54% | Q4 2025 | Jan 13, 2026 |
| BAYBAN | History | New | 2,300 | 104 | 0.09% | — | 366 | +2,300 | New | Q4 2025 | Mar 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,303 | 104 | 0.0% | 0.0% | 365 | -465 | -16.8% | Q4 2025 | Feb 17, 2026 |
| Daytona Street Capital LLC | History | New | 2,198 | 100 | 0.08% | — | 367 | +2,198 | New | Q4 2025 | Jan 21, 2026 |
| WealthCollab, LLC | History | New | 2,127 | 96 | 0.04% | — | 369 | +2,127 | New | Q4 2025 | Jan 27, 2026 |
| Operose Advisors LLC | History | Added to | 2,118 | 96 | 0.02% | 0.01% | 368 | +1,170 | 123.42% | Q4 2025 | Feb 10, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 2,010 | 91 | 0.02% | 0.02% | 370 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Access Investment Management LLC | History | No change | 2,000 | 91 | 0.02% | 0.02% | 371 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,970 | 90 | 0.0% | 0.0% | 372 | +1,552 | 371.29% | Q4 2025 | Feb 09, 2026 |
| GW&K Investment Management, LLC | History | Added to | 1,962 | 89 | 0.0% | 0.0% | 373 | +14 | 0.72% | Q4 2025 | Feb 11, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 1,889 | 86 | 0.03% | 0.04% | 375 | -416 | -18.05% | Q4 2025 | Jan 21, 2026 |
| Newton One Investments LLC | History | Added to | 1,899 | 86 | 0.03% | 0.02% | 374 | +64 | 3.49% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,779 | 80 | 0.0% | 0.0% | 377 | -277 | -13.47% | Q4 2025 | Jan 16, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 1,766 | 80 | 0.02% | 0.02% | 376 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,741 | 79 | 0.0% | — | 378 | +1,741 | New | Q4 2025 | Jan 21, 2026 |
| CVA Family Office, LLC | History | Added to | 1,687 | 76 | 0.01% | 0.01% | 379 | +5 | 0.3% | Q4 2025 | Jan 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,484 | 67 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 1,439 | 66 | 0.01% | — | 381 | +1,439 | New | Q4 2025 | Jan 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 1,396 | 63 | 0.0% | 0.0% | 382 | +41 | 3.03% | Q4 2025 | Jan 14, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 1,391 | 63 | 0.04% | 0.04% | 383 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | New | 1,358 | 61 | 0.0% | — | 384 | +1,358 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,347 | 61 | 0.0% | 0.0% | 385 | +47 | 3.62% | Q4 2025 | Mar 16, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,275 | 58 | 0.0% | 0.0% | 386 | +83 | 6.96% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,236 | 56 | 0.0% | 0.0% | 387 | +300 | 32.05% | Q4 2025 | Feb 04, 2026 |
| MCF Advisors LLC | History | Reduced | 1,190 | 54 | 0.0% | 0.0% | 388 | -69 | -5.48% | Q4 2025 | Feb 11, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,176 | 53 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,122 | 51 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 1,112 | 50 | 0.0% | 0.0% | 391 | +89 | 8.7% | Q4 2025 | Feb 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,000 | 45 | 0.03% | 0.03% | 392 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 972 | 44 | 0.01% | 0.02% | 393 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Kilter Group LLC | History | Added to | 909 | 41 | 0.02% | 0.01% | 395 | +297 | 48.53% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | Added to | 915 | 41 | 0.01% | 0.01% | 394 | +25 | 2.81% | Q4 2025 | Jan 29, 2026 |
| Fairway Wealth LLC | History | No change | 879 | 40 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ancora Advisors LLC | History | New | 839 | 38 | 0.0% | — | 397 | +839 | New | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Reduced | 749 | 34 | 0.01% | 0.02% | 398 | -600 | -44.48% | Q4 2025 | Jan 12, 2026 |
| Breakwater Investment Management | History | Added to | 715 | 32 | 0.01% | 0.01% | 399 | +128 | 21.81% | Q4 2025 | Feb 02, 2026 |
| Independence Bank of Kentucky | History | New | 684 | 31 | 0.0% | — | 400 | +684 | New | Q4 2025 | Jan 20, 2026 |
| IMG Wealth Management, Inc. | History | New | 675 | 30 | 0.02% | — | 402 | +675 | New | Q4 2025 | Feb 05, 2026 |
| Front Row Advisors LLC | History | Added to | 662 | 30 | 0.01% | 0.01% | 401 | +24 | 3.76% | Q4 2025 | Feb 12, 2026 |
| HOWE & RUSLING INC | History | Reduced | 623 | 28 | 0.0% | 0.0% | 403 | -483 | -43.67% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 616 | 28 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Activest Wealth Management | History | New | 609 | 27 | 0.01% | — | 405 | +609 | New | Q4 2025 | Jan 30, 2026 |
| PROFFITT & GOODSON INC | History | No change | 559 | 25 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GAMMA Investing LLC | History | No change | 569 | 25 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 535 | 24 | 0.0% | — | 408 | +535 | New | Q4 2025 | Feb 12, 2026 |
| Cape Investment Advisory, Inc. | History | New | 535 | 24 | 0.01% | — | 409 | +535 | New | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, Inc. | History | New | 525 | 23 | 0.0% | — | 410 | +525 | New | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | New | 468 | 21 | 0.0% | — | 412 | +468 | New | Q4 2025 | Feb 12, 2026 |
| Crewe Advisors LLC | History | No change | 467 | 21 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TFC Financial Management, Inc. | History | No change | 479 | 21 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 445 | 20 | 0.02% | — | 416 | +445 | New | Q4 2025 | Feb 12, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 448 | 20 | 0.0% | — | 415 | +427 | 2033.33% | Q4 2025 | Feb 02, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 450 | 20 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| 4Thought Financial Group Inc. | History | New | 424 | 19 | 0.01% | — | 418 | +424 | New | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | Added to | 433 | 19 | 0.0% | 0.0% | 417 | +25 | 6.13% | Q4 2025 | Jan 23, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 348 | 17 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | New | 372 | 16 | 0.0% | — | 422 | +372 | New | Q4 2025 | Jan 27, 2026 |
| PFC CAPITAL GROUP, INC. | History | New | 368 | 16 | 0.01% | — | 424 | +368 | New | Q4 2025 | Feb 11, 2026 |
| Smithfield Trust Co | History | New | 343 | 16 | 0.0% | — | 420 | +343 | New | Q4 2025 | Feb 09, 2026 |
| Sound Income Strategies, LLC | History | New | 338 | 16 | 0.0% | — | 421 | +338 | New | Q4 2025 | Jan 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 359 | 16 | 0.01% | 0.01% | 423 | +3 | 0.84% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | New | 340 | 15 | 0.0% | — | 426 | +340 | New | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | Added to | 342 | 15 | 0.0% | 0.0% | 425 | +12 | 3.64% | Q4 2025 | Jan 26, 2026 |
| PFS Partners, LLC | History | No change | 346 | 15 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Wilkerson Advisory Group LLC | History | New | 292 | 13 | 0.0% | — | 430 | +292 | New | Q4 2025 | Feb 13, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 300 | 13 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CURIO WEALTH, LLC | History | No change | 288 | 13 | 0.0% | 0.01% | 429 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| eCIO, Inc. | History | Reduced | 270 | 12 | 0.01% | 0.32% | 432 | -18,504 | -98.56% | Q4 2025 | Jan 20, 2026 |
| Darwin Wealth Management, LLC | History | New | 266 | 12 | 0.0% | — | 431 | +266 | New | Q4 2025 | Jan 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 251 | 11 | 0.0% | — | 433 | +251 | New | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | Reduced | 263 | 11 | 0.0% | 0.0% | 435 | -15 | -5.4% | Q4 2025 | Jan 30, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 245 | 11 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 235 | 10 | 0.0% | — | 439 | +235 | New | Q4 2025 | Feb 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 229 | 10 | 0.0% | 0.0% | 437 | -149 | -39.42% | Q4 2025 | Feb 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 221 | 10 | 0.0% | 0.0% | 436 | +105 | 90.52% | Q4 2025 | Jan 20, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 232 | 10 | 0.0% | 0.0% | 438 | +15 | 6.91% | Q4 2025 | Feb 05, 2026 |
| Integrity Financial Corp /WA | History | No change | 223 | 10 | 0.01% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 214 | 9 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | No change | 198 | 9 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GLENMEDE TRUST CO NA | History | New | 195 | 8 | 0.0% | — | 443 | +195 | New | Q4 2025 | Feb 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | New | 194 | 8 | 0.0% | — | 445 | +194 | New | Q4 2025 | Jan 26, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 193 | 8 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 160 | 7 | 0.01% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 150 | 6 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Caldwell Trust Co | History | No change | 134 | 6 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OPTIMA CAPITAL LLC | History | New | 127 | 5 | 0.0% | — | 453 | +127 | New | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | No change | 122 | 5 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 120 | 5 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Princeton Global Asset Management LLC | History | No change | 128 | 5 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| JDM Financial Group LLC | History | No change | 131 | 5 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 71 | 3 | 0.0% | — | 458 | +71 | New | Q4 2025 | Feb 03, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 71 | 3 | 0.0% | 0.0% | 455 | +3 | 4.41% | Q4 2025 | Feb 18, 2026 |
| Archer Investment Corp | History | Added to | 83 | 3 | 0.0% | 0.0% | 457 | +3 | 3.75% | Q4 2025 | Jan 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 81 | 3 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 54 | 2 | 0.0% | — | 459 | +54 | New | Q4 2025 | Feb 17, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Quent Capital, LLC | History | New | 26 | 1 | 0.0% | — | 472 | +26 | New | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 31 | 1 | 0.0% | — | 465 | +19 | 158.33% | Q4 2025 | Feb 17, 2026 |
| BFSG, LLC | History | Reduced | 41 | 1 | 0.0% | 0.0% | 467 | -2 | -4.65% | Q4 2025 | Jan 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 12 | 1 | 0.0% | 0.0% | 462 | +1 | 9.09% | Q4 2025 | Feb 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 38 | 1 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 37 | 1 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Management Professionals, Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Solstein Capital, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Founders Financial Alliance, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Addison Advisors LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 23 | 1 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 36 | 1 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | No change | 25 | 1 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CSM Advisors, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -391,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -237,703 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financially Speaking Inc | History | Closed out | 0 | 0 | — | 3.41% | — | -113,953 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Foster Victor Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -87,054 | -100.0% | Q3 2025 | Oct 10, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,178 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Future Fund LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -20,633 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -17,808 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.06% | — | -14,790 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Dorsey & Whitney Trust CO LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,741 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -9,208 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Destination Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -4,398 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,037 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,809 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,300 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,253 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -680 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -442 | -100.0% | Q3 2025 | Nov 06, 2025 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -324 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -313 | -100.0% | Q3 2025 | Oct 31, 2025 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -223 | -100.0% | Q3 2025 | Oct 16, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Transce3nd, LLC | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 19, 2026 |
| Frazier Financial Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 09, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 5 | 0 | — | — | — | -9 | -64.29% | Q4 2025 | Jan 20, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Mar 05, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Camelot Portfolios, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Jan 29, 2026 |
| Nemes Rush Group LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 11, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Crews Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Sunbelt Securities, Inc. | History | Added to | 14 | 0 | — | — | — | +1 | 7.69% | Q4 2025 | Feb 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Wagner Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Paladin Advisory Group, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Graney & King, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |