SCHWAB STRATEGIC TRUST - SCHG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 64,327,203 | 2,098,353 | 0.62% | 0.57% | 1 | +2,435,513 | 3.94% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 44,207,939 | 1,442,062 | 1.42% | 1.53% | 2 | -242,930 | -0.55% | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 41,810,550 | 1,363,860 | 14.04% | 13.58% | 3 | -357,792 | -0.85% | Q4 2025 | Jan 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 37,744,872 | 1,231,237 | 0.19% | 0.18% | 4 | +3,230,427 | 9.36% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 34,166,654 | 1,114,516 | 0.3% | 0.29% | 5 | +2,464,714 | 7.77% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 33,984,232 | 1,108,565 | 2.1% | 2.17% | 6 | -1,604,897 | -4.51% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 20,078,592 | 654,967 | 0.78% | 0.74% | 7 | +2,229,203 | 12.49% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 18,282,953 | 596,413 | 0.87% | 0.85% | 8 | -1,149,933 | -5.92% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 17,605,054 | 574,032 | 0.13% | 0.12% | 9 | +884,737 | 5.29% | Q4 2025 | Feb 17, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 17,067,494 | 556,741 | 4.48% | 4.18% | 10 | +1,038,388 | 6.48% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Added to | 16,960,267 | 553,243 | 0.6% | 0.57% | 11 | +1,572,946 | 10.22% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,890,934 | 485,742 | 0.15% | 0.15% | 12 | +374,218 | 2.58% | Q4 2025 | Feb 18, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 14,890,533 | 485,729 | 13.59% | 13.74% | 13 | -123,778 | -0.82% | Q4 2025 | Feb 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 11,726,425 | 382,515 | 0.93% | 0.87% | 14 | +1,552,141 | 15.26% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,572,063 | 344,860 | 0.22% | 0.21% | 15 | +544,507 | 5.43% | Q4 2025 | Feb 10, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 9,445,586 | 308,152 | 10.19% | 11.15% | 16 | -207,306 | -2.15% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 8,820,737 | 287,732 | 0.02% | 0.02% | 17 | -43,550 | -0.49% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,546,544 | 278,788 | 0.02% | 0.02% | 18 | +154,410 | 1.84% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,443,988 | 275,442 | 0.02% | 0.02% | 19 | +57,510 | 0.69% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,369,417 | 273,010 | 0.3% | 0.29% | 20 | +236,668 | 2.91% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 7,458,612 | 243,300 | 0.66% | 0.7% | 21 | +155,983 | 2.14% | Q4 2025 | Jan 26, 2026 |
| McAdam, LLC | History | Added to | 7,256,974 | 236,722 | 10.83% | 11.03% | 22 | +242,784 | 3.46% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 7,168,249 | 233,828 | 2.29% | 2.42% | 23 | -224,767 | -3.04% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,783,933 | 221,291 | 0.04% | 0.03% | 24 | +2,381,950 | 54.11% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 6,602,251 | 215,286 | 0.25% | 0.04% | 25 | +5,728,214 | 655.37% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 5,729,958 | 186,911 | 1.41% | 1.49% | 26 | -138,011 | -2.35% | Q4 2025 | Feb 12, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 4,922,527 | 160,572 | 23.59% | 23.91% | 27 | -45,663 | -0.92% | Q4 2025 | Jan 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 4,761,784 | 155,329 | 5.41% | 5.4% | 28 | +18,770 | 0.4% | Q4 2025 | Jan 12, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 4,560,951 | 148,778 | 0.91% | 0.87% | 29 | +201,100 | 4.61% | Q4 2025 | Feb 17, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 4,244,236 | 138,446 | 20.44% | 20.98% | 30 | -51,858 | -1.21% | Q4 2025 | Jan 16, 2026 |
| Creative Planning | History | Added to | 4,214,539 | 137,478 | 0.1% | 0.05% | 31 | +2,235,456 | 112.95% | Q4 2025 | Feb 17, 2026 |
| Golden Reserve Retirement LLC | History | Added to | 4,107,553 | 133,988 | 24.74% | 29.72% | 32 | +519,203 | 14.47% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,860,376 | 125,925 | 0.17% | 0.2% | 33 | -1,095,032 | -22.1% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,646,617 | 118,953 | 1.01% | 0.81% | 34 | +413,587 | 12.79% | Q4 2025 | Jan 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 3,639,546 | 118,721 | 0.83% | 0.98% | 35 | -3,686 | -0.1% | Q4 2025 | Feb 18, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 3,482,686 | 113,605 | 13.37% | 13.35% | 36 | -132,594 | -3.67% | Q4 2025 | Jan 22, 2026 |
| Krilogy Financial LLC | History | Added to | 3,465,069 | 112,476 | 3.83% | 3.99% | 37 | +246,591 | 7.66% | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,235,999 | 105,558 | 0.14% | 0.14% | 38 | +20,900 | 0.65% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,233,007 | 105,461 | 0.28% | 0.29% | 39 | -50,423 | -1.54% | Q4 2025 | Feb 05, 2026 |
| Lido Advisors, LLC | History | Added to | 3,173,962 | 102,129 | 0.31% | 0.25% | 40 | +697,937 | 28.19% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,109,536 | 102,117 | 0.14% | 0.15% | 41 | +24,783 | 0.8% | Q4 2025 | Jan 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 3,110,459 | 101,473 | 0.18% | 0.0% | 42 | +3,071,625 | 7909.63% | Q4 2025 | Feb 05, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 3,096,774 | 101,016 | 16.48% | 16.45% | 43 | +11,370 | 0.37% | Q4 2025 | Jan 27, 2026 |
| Cerity Partners LLC | History | Added to | 3,065,447 | 99,994 | 0.15% | 0.16% | 44 | +20,681 | 0.68% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Reduced | 2,901,375 | 94,642 | 0.19% | 0.21% | 45 | -183,041 | -5.93% | Q4 2025 | Jan 23, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 2,853,067 | 93,067 | 16.48% | 16.77% | 46 | -56,217 | -1.93% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 2,847,963 | 92,900 | 0.56% | 0.45% | 47 | +887,615 | 45.28% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,831,744 | 92,372 | 0.02% | — | 48 | +2,831,744 | New | Q4 2025 | Feb 17, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 2,823,123 | 92,090 | 10.17% | — | 49 | +2,823,123 | New | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 2,787,861 | 90,940 | 0.01% | 0.01% | 50 | +627,864 | 29.07% | Q4 2025 | Jan 29, 2026 |
| Gemmer Asset Management LLC | History | Added to | 2,702,334 | 88,150 | 6.79% | 5.17% | 51 | +694,019 | 34.56% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 2,523,361 | 82,312 | 0.67% | 0.76% | 52 | +124,241 | 5.18% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | Added to | 2,371,128 | 77,346 | 2.5% | 2.4% | 53 | +734,008 | 44.84% | Q4 2025 | Jan 20, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 2,336,825 | 76,227 | 4.2% | 4.26% | 54 | +157,177 | 7.21% | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | Added to | 2,295,428 | 74,876 | 4.33% | 4.33% | 55 | +27,587 | 1.22% | Q4 2025 | Jan 27, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Reduced | 2,248,063 | 73,331 | 35.12% | 35.32% | 56 | -21,710 | -0.96% | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | Reduced | 2,242,182 | 73,139 | 0.42% | 0.45% | 57 | -16,117 | -0.71% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,175,121 | 70,952 | 0.06% | 0.06% | 58 | -7,754 | -0.36% | Q4 2025 | Feb 13, 2026 |
| Brio Consultants, LLC | History | Reduced | 2,135,184 | 69,649 | 9.05% | 9.72% | 59 | -79,263 | -3.58% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,112,917 | 68,923 | 0.28% | 0.27% | 60 | +291,480 | 16.0% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | New | 2,106,262 | 68,706 | 4.42% | 4.43% | 61 | +2,106,262 | New | Q4 2025 | Feb 03, 2026 |
| Compound Planning, Inc. | History | Reduced | 2,097,817 | 68,430 | 2.01% | 2.2% | 62 | -30,473 | -1.43% | Q4 2025 | Feb 19, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,952,024 | 63,675 | 0.22% | 0.21% | 63 | +192,666 | 10.95% | Q4 2025 | Feb 06, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 1,927,577 | 62,877 | 5.85% | 5.83% | 64 | +11,754 | 0.61% | Q4 2025 | Jan 28, 2026 |
| Belpointe Asset Management LLC | History | Added to | 1,849,921 | 60,344 | 2.18% | 2.22% | 65 | +28,787 | 1.58% | Q4 2025 | Jan 27, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 1,834,823 | 59,851 | 8.55% | 8.78% | 66 | -21,942 | -1.18% | Q4 2025 | Jan 26, 2026 |
| HB Wealth Management, LLC | History | Reduced | 1,834,718 | 59,848 | 0.39% | 0.4% | 67 | -5,135 | -0.28% | Q4 2025 | Jan 28, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 1,832,835 | 59,787 | 6.17% | 6.63% | 68 | -164,691 | -8.24% | Q4 2025 | Jan 27, 2026 |
| BIP Wealth, LLC | History | Added to | 1,779,503 | 58,047 | 2.05% | 0.05% | 69 | +1,746,355 | 5268.36% | Q4 2025 | Jan 21, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,776,112 | 57,936 | 1.01% | 1.28% | 70 | +43,243 | 2.5% | Q4 2025 | Feb 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,764,116 | 57,545 | 0.44% | 0.41% | 71 | +237,594 | 15.56% | Q4 2025 | Jan 14, 2026 |
| Midwest Trust Co | History | Added to | 1,763,856 | 57,536 | 0.72% | 0.65% | 72 | +192,625 | 12.26% | Q4 2025 | Feb 04, 2026 |
| Charles Schwab Trust Co | History | Added to | 1,753,222 | 57,190 | 3.76% | 3.73% | 73 | +30,853 | 1.79% | Q4 2025 | Jan 09, 2026 |
| Northern Capital Management, Inc. | History | Reduced | 1,743,373 | 56,868 | 30.05% | 30.85% | 74 | -38,455 | -2.16% | Q4 2025 | Feb 03, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,731,654 | 56,486 | 0.45% | 0.54% | 75 | -102,376 | -5.58% | Q4 2025 | Jan 26, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 1,661,436 | 54,196 | 4.06% | 3.89% | 76 | -238,692 | -12.56% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 1,628,504 | 53,121 | 12.35% | 12.86% | 77 | -36,741 | -2.21% | Q4 2025 | Jan 14, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 1,609,284 | 52,494 | 5.92% | 6.07% | 78 | +5,408 | 0.34% | Q4 2025 | Feb 12, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 1,599,626 | 52,179 | 17.81% | 18.28% | 79 | -62,199 | -3.74% | Q4 2025 | Jan 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 1,565,180 | 51,056 | 0.77% | 0.8% | 80 | -31,926 | -2.0% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 1,557,983 | 50,821 | 0.62% | 0.54% | 81 | +77,827 | 5.26% | Q4 2025 | Feb 11, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 1,556,145 | 50,761 | 3.64% | 3.74% | 82 | -29,658 | -1.87% | Q4 2025 | Feb 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,540,446 | 50,249 | 0.61% | 0.64% | 83 | -64,362 | -4.01% | Q4 2025 | Jan 21, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 1,528,494 | 49,859 | 11.74% | 12.19% | 84 | -25,747 | -1.66% | Q4 2025 | Feb 02, 2026 |
| XML Financial, LLC | History | Reduced | 1,501,657 | 48,984 | 4.0% | 4.13% | 85 | -87,024 | -5.48% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,468,737 | 47,910 | 0.09% | 0.1% | 86 | -46,690 | -3.08% | Q4 2025 | Feb 17, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 1,454,774 | 47,454 | 1.95% | 1.96% | 87 | -5,527 | -0.38% | Q4 2025 | Jan 27, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 1,495,238 | 46,845 | 17.62% | 20.61% | 88 | -121,848 | -7.54% | Q4 2025 | Feb 05, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 1,415,926 | 46,187 | 6.78% | 7.17% | 89 | -67,799 | -4.57% | Q4 2025 | Feb 04, 2026 |
| Summit Asset Management, LLC | History | Added to | 1,399,024 | 45,636 | 6.46% | 6.82% | 90 | +9,699 | 0.7% | Q4 2025 | Feb 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 1,386,608 | 45,231 | 2.1% | 2.12% | 91 | +16,344 | 1.19% | Q4 2025 | Feb 13, 2026 |
| Goepper Burkhardt LLC | History | Added to | 1,374,716 | 44,843 | 14.61% | 14.56% | 92 | +36,040 | 2.69% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,359,101 | 44,333 | 0.68% | 0.67% | 93 | +79,137 | 6.18% | Q4 2025 | Feb 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 1,331,813 | 43,443 | 1.96% | 1.96% | 94 | +16,314 | 1.24% | Q4 2025 | Feb 13, 2026 |
| Veery Capital, LLC | History | Reduced | 1,317,731 | 42,984 | 13.19% | 13.43% | 95 | -15,243 | -1.14% | Q4 2025 | Jan 27, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 1,281,453 | 41,801 | 12.38% | 12.41% | 96 | -4,764 | -0.37% | Q4 2025 | Jan 28, 2026 |
| Vestwell Advisors, LLC | History | Added to | 1,247,892 | 40,706 | 6.01% | 13.3% | 97 | +79,342 | 6.79% | Q4 2025 | Feb 13, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 1,215,160 | 39,638 | 3.83% | 3.94% | 98 | -4,803 | -0.39% | Q4 2025 | Feb 06, 2026 |
| DRAVO BAY LLC | History | Added to | 1,213,888 | 39,597 | 16.45% | 16.68% | 99 | +30,487 | 2.58% | Q4 2025 | Jan 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 1,212,348 | 39,546 | 0.47% | 0.44% | 100 | -313,434 | -20.54% | Q4 2025 | Feb 13, 2026 |
| SK Wealth Management, LLC | History | Added to | 1,210,727 | 39,033 | 10.88% | 11.97% | 101 | +223,039 | 22.58% | Q4 2025 | Jan 30, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 1,195,446 | 38,995 | 1.65% | 1.73% | 102 | -56,146 | -4.49% | Q4 2025 | Jan 06, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 1,186,561 | 38,705 | 8.12% | 8.44% | 103 | +20,314 | 1.74% | Q4 2025 | Jan 23, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 1,177,961 | 38,425 | 9.64% | 9.72% | 104 | +13,479 | 1.16% | Q4 2025 | Feb 03, 2026 |
| Black Diamond Financial, LLC | History | Added to | 1,171,510 | 38,214 | 4.03% | 4.0% | 105 | +51,855 | 4.63% | Q4 2025 | Feb 03, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 1,145,183 | 37,355 | 0.31% | 0.31% | 106 | -6,193 | -0.54% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,135,396 | 37,037 | 0.06% | 0.06% | 107 | +44,347 | 4.06% | Q4 2025 | Feb 18, 2026 |
| NOVEM GROUP | History | Reduced | 1,130,575 | 36,879 | 4.24% | 4.59% | 108 | -98,998 | -8.05% | Q4 2025 | Jan 27, 2026 |
| FLC Capital Advisors | History | Added to | 1,095,746 | 35,743 | 6.6% | 6.63% | 109 | +22,893 | 2.13% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,092,888 | 35,649 | 0.02% | 0.02% | 110 | +138,139 | 14.47% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,075,135 | 35,070 | 0.2% | 0.21% | 111 | -3,008 | -0.28% | Q4 2025 | Feb 03, 2026 |
| Facet Wealth, Inc. | History | Reduced | 1,060,077 | 34,441 | 0.61% | 0.72% | 112 | -36,805 | -3.36% | Q4 2025 | Jan 29, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 1,050,900 | 34,280 | 17.73% | 17.95% | 113 | +42,582 | 4.22% | Q4 2025 | Jan 23, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 1,033,152 | 33,701 | 4.97% | 5.14% | 114 | +16,569 | 1.63% | Q4 2025 | Jan 27, 2026 |
| Invst, LLC | History | Added to | 1,032,830 | 33,690 | 3.66% | 3.55% | 115 | +53,786 | 5.49% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,032,275 | 33,672 | 0.16% | 0.14% | 116 | +130,893 | 14.52% | Q4 2025 | Feb 17, 2026 |
| Richardson Capital Management LLC | History | Reduced | 1,019,684 | 33,262 | 16.69% | 16.81% | 117 | -88,757 | -8.01% | Q4 2025 | Jan 30, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 1,014,406 | 33,089 | 8.01% | 8.21% | 118 | -21,180 | -2.05% | Q4 2025 | Feb 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 1,012,395 | 33,024 | 1.6% | 2.05% | 119 | -48,325 | -4.56% | Q4 2025 | Jan 28, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 1,011,068 | 32,981 | 12.95% | 12.78% | 120 | +6,632 | 0.66% | Q4 2025 | Jan 30, 2026 |
| CRA Financial Services, LLC | History | Reduced | 1,010,795 | 32,972 | 4.31% | 4.56% | 121 | -33,305 | -3.19% | Q4 2025 | Jan 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,005,061 | 32,785 | 0.0% | 0.0% | 122 | +416,760 | 70.84% | Q4 2025 | Mar 25, 2026 |
| World Investment Advisors | History | Reduced | 1,003,044 | 32,719 | 0.53% | 0.89% | 123 | -363,372 | -26.59% | Q4 2025 | Mar 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 997,963 | 32,553 | 4.51% | 4.22% | 124 | +143,450 | 16.79% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 989,705 | 32,284 | 0.37% | 0.6% | 125 | -108,619 | -9.89% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 971,697 | 31,696 | 0.13% | — | 126 | +971,697 | New | Q4 2025 | Feb 05, 2026 |
| Denver PWM, LLC | History | No change | 1,079,625 | 31,535 | 10.53% | 9.83% | 127 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 965,303 | 31,488 | 0.36% | 0.36% | 128 | -16,660 | -1.7% | Q4 2025 | Jan 21, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 955,487 | 31,167 | 4.35% | 3.52% | 129 | +202,865 | 26.95% | Q4 2025 | Jan 06, 2026 |
| Sigma Planning Corp | History | Added to | 977,872 | 31,080 | 0.86% | 0.88% | 130 | +6,828 | 0.7% | Q4 2025 | Jan 30, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 944,778 | 30,818 | 2.63% | 2.21% | 131 | +467,936 | 98.13% | Q4 2025 | Feb 11, 2026 |
| Storen Legacy Partners, LLC | History | New | 938,072 | 30,599 | 9.6% | — | 132 | +938,072 | New | Q4 2025 | Mar 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 936,140 | 30,536 | 0.69% | 0.78% | 133 | -10,934 | -1.15% | Q4 2025 | Feb 06, 2026 |
| Ignite Planners, LLC | History | Added to | 948,261 | 30,344 | 4.64% | 4.8% | 134 | +30,433 | 3.32% | Q4 2025 | Feb 06, 2026 |
| Garde Capital, Inc. | History | Reduced | 917,857 | 29,940 | 1.77% | 1.44% | 135 | -6,794 | -0.73% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 914,514 | 29,831 | 0.61% | 0.67% | 136 | +7,940 | 0.88% | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 898,757 | 29,317 | 0.52% | 0.13% | 137 | +721,088 | 405.86% | Q4 2025 | Feb 06, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 898,289 | 29,302 | 3.39% | 4.07% | 138 | -98,114 | -9.85% | Q4 2025 | Feb 13, 2026 |
| Ally Invest Advisors Inc. | History | Reduced | 891,124 | 29,068 | 2.01% | 2.04% | 139 | -674 | -0.08% | Q4 2025 | Feb 13, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 874,913 | 28,539 | 7.87% | 7.87% | 140 | -19,954 | -2.23% | Q4 2025 | Feb 03, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 874,370 | 28,521 | 2.11% | 2.26% | 141 | -27,898 | -3.09% | Q4 2025 | Jan 20, 2026 |
| Weaver Capital Management LLC | History | Added to | 869,459 | 28,361 | 5.99% | 5.4% | 142 | +87,784 | 11.23% | Q4 2025 | Jan 22, 2026 |
| MOR Wealth Management, LLC | History | New | 864,003 | 28,183 | 12.88% | — | 143 | +864,003 | New | Q4 2025 | Jan 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 854,002 | 27,857 | 0.98% | 1.01% | 144 | +26,337 | 3.18% | Q4 2025 | Feb 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 852,088 | 27,795 | 0.2% | 0.16% | 145 | +192,198 | 29.13% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 851,043 | 27,761 | 0.5% | 0.55% | 146 | -1,826 | -0.21% | Q4 2025 | Jan 16, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 844,739 | 27,555 | 0.59% | 0.51% | 147 | +141,394 | 20.1% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Added to | 840,733 | 27,424 | 0.01% | 0.01% | 148 | +160,770 | 23.64% | Q4 2025 | Feb 13, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 839,966 | 27,399 | 8.34% | 8.5% | 149 | +24,175 | 2.96% | Q4 2025 | Jan 26, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 830,536 | 27,092 | 9.39% | 9.41% | 150 | +25,751 | 3.2% | Q4 2025 | Jan 27, 2026 |
| WBH ADVISORY INC | History | Added to | 830,325 | 27,085 | 2.01% | 1.96% | 151 | +25,596 | 3.18% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 813,183 | 26,526 | 0.14% | 0.1% | 152 | +107,401 | 15.22% | Q4 2025 | Jan 29, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 807,073 | 26,326 | 4.64% | 4.89% | 153 | -37,213 | -4.41% | Q4 2025 | Jan 15, 2026 |
| Summit Financial, LLC | History | Added to | 792,965 | 25,866 | 0.38% | 0.36% | 154 | +56,170 | 7.62% | Q4 2025 | Feb 13, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 789,303 | 25,747 | 12.33% | 12.24% | 155 | -6,215 | -0.78% | Q4 2025 | Jan 29, 2026 |
| Persium Advisors, LLC | History | Reduced | 786,524 | 25,656 | 18.51% | 18.65% | 156 | -1,187 | -0.15% | Q4 2025 | Jan 21, 2026 |
| Capital Planning LLC | History | Added to | 788,940 | 25,640 | 7.18% | 7.33% | 157 | +863 | 0.11% | Q4 2025 | Jan 23, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 749,659 | 24,453 | 8.14% | — | 158 | +749,659 | New | Q4 2025 | Mar 27, 2026 |
| Steffes Financial, Ltd. | History | New | 742,727 | 24,227 | 12.65% | — | 159 | +742,727 | New | Q4 2025 | Feb 17, 2026 |
| CERTUITY, LLC | History | Added to | 740,884 | 24,167 | 1.52% | 1.29% | 160 | +153,742 | 26.18% | Q4 2025 | Jan 30, 2026 |
| Harbor Group, Inc. | History | Reduced | 737,190 | 24,047 | 3.6% | 3.97% | 161 | -46,027 | -5.88% | Q4 2025 | Jan 12, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 734,799 | 23,970 | 5.42% | 5.72% | 162 | +15,537 | 2.16% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 729,848 | 23,807 | 1.15% | 1.14% | 163 | -13,426 | -1.81% | Q4 2025 | Jan 20, 2026 |
| SkyOak Wealth, LLC | History | Added to | 729,456 | 23,794 | 4.28% | 4.34% | 164 | +9,159 | 1.27% | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 726,980 | 23,714 | 1.58% | 1.55% | 165 | +22,693 | 3.22% | Q4 2025 | Feb 20, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 721,921 | 23,549 | 13.28% | 13.35% | 166 | -359 | -0.05% | Q4 2025 | Jan 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 714,694 | 23,313 | 0.5% | 0.52% | 167 | -16,508 | -2.26% | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 714,000 | 23,290 | 0.12% | — | 168 | +714,000 | New | Q4 2025 | Feb 18, 2026 |
| LVW Advisors, LLC | History | Reduced | 713,135 | 23,262 | 2.36% | 2.36% | 169 | -9,610 | -1.33% | Q4 2025 | Jan 14, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 710,912 | 23,189 | 13.1% | 13.16% | 170 | -3,286 | -0.46% | Q4 2025 | Jan 26, 2026 |
| DAGCO, INC. | History | Added to | 705,499 | 23,013 | 5.32% | 5.47% | 171 | +24,211 | 3.55% | Q4 2025 | Jan 08, 2026 |
| CDKV HOLDINGS LLC | History | New | 704,550 | 22,982 | 19.22% | — | 172 | +704,550 | New | Q4 2025 | Feb 17, 2026 |
| Seek First Inc. | History | Added to | 703,953 | 22,962 | 15.83% | 16.04% | 173 | +4,941 | 0.71% | Q4 2025 | Jan 30, 2026 |
| Keystone Global Partners, LLC | History | Added to | 698,832 | 22,795 | 10.03% | 9.33% | 174 | +125,144 | 21.81% | Q4 2025 | Jan 14, 2026 |
| Savant Capital, LLC | History | Reduced | 698,653 | 22,790 | 0.13% | 0.14% | 175 | -18,410 | -2.57% | Q4 2025 | Feb 10, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 695,380 | 22,683 | 0.72% | 0.6% | 176 | +105,921 | 17.97% | Q4 2025 | Jan 14, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 692,483 | 22,588 | 3.51% | 3.66% | 177 | -19,282 | -2.71% | Q4 2025 | Jan 21, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 688,103 | 22,445 | 8.34% | 8.17% | 178 | -15,165 | -2.16% | Q4 2025 | Feb 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 687,020 | 22,410 | 0.26% | 0.22% | 179 | +128,946 | 23.11% | Q4 2025 | Jan 29, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 685,587 | 22,363 | 14.68% | 14.34% | 180 | -15,993 | -2.28% | Q4 2025 | Jan 22, 2026 |
| Souders Financial Advisors | History | Added to | 673,410 | 21,966 | 2.52% | 2.54% | 181 | +3,744 | 0.56% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 672,852 | 21,948 | 0.08% | 0.11% | 182 | -96,273 | -12.52% | Q4 2025 | Feb 18, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 672,540 | 21,938 | 1.43% | 1.48% | 183 | -20,214 | -2.92% | Q4 2025 | Jan 22, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 668,849 | 21,818 | 5.79% | 5.29% | 184 | +14,563 | 2.23% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 668,618 | 21,810 | 0.23% | 0.22% | 185 | +205,704 | 44.44% | Q4 2025 | Jan 23, 2026 |
| RKL Wealth Management LLC | History | Reduced | 667,037 | 21,758 | 1.79% | 1.9% | 186 | -30,026 | -4.31% | Q4 2025 | Feb 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 663,580 | 21,645 | 1.28% | 1.1% | 187 | +89,654 | 15.62% | Q4 2025 | Jan 29, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 660,721 | 21,552 | 3.04% | 3.39% | 188 | -9,512 | -1.42% | Q4 2025 | Feb 13, 2026 |
| Allegheny Financial Group | History | Added to | 648,755 | 21,162 | 3.13% | 3.86% | 189 | +1,967 | 0.3% | Q4 2025 | Feb 02, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 648,561 | 21,156 | 2.47% | 2.05% | 190 | +123,705 | 23.57% | Q4 2025 | Jan 12, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 641,395 | 20,922 | 8.5% | 8.42% | 191 | +6,983 | 1.1% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 638,994 | 20,843 | 0.14% | 0.13% | 192 | +96,985 | 17.89% | Q4 2025 | Feb 17, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 634,931 | 20,711 | 1.53% | 0.31% | 193 | +527,534 | 491.2% | Q4 2025 | Jan 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 631,520 | 20,600 | 0.01% | 0.01% | 194 | +270,424 | 74.89% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 626,865 | 20,448 | 0.51% | 0.55% | 195 | -40,478 | -6.07% | Q4 2025 | Feb 09, 2026 |
| Friday Financial | History | Added to | 625,730 | 20,411 | 7.2% | 7.71% | 196 | +48,444 | 8.39% | Q4 2025 | Jan 09, 2026 |
| LCNB CORP | History | Reduced | 625,100 | 20,390 | 6.83% | 7.22% | 197 | -21,678 | -3.35% | Q4 2025 | Feb 10, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 622,555 | 20,307 | 1.99% | 2.02% | 198 | -11,941 | -1.88% | Q4 2025 | Jan 29, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 617,691 | 20,149 | 4.04% | 4.04% | 199 | +12,663 | 2.09% | Q4 2025 | Feb 11, 2026 |
| Clark Wealth Partners | History | No change | 613,001 | 19,996 | 12.18% | 12.18% | 200 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Members Advisory Group LLC | History | Reduced | 612,202 | 19,970 | 7.53% | 8.69% | 201 | -158,020 | -20.52% | Q4 2025 | Jan 27, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 599,128 | 19,543 | 2.7% | 2.91% | 202 | -12,694 | -2.07% | Q4 2025 | Jan 23, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 608,274 | 19,464 | 12.44% | 11.91% | 203 | +10,178 | 1.7% | Q4 2025 | Feb 11, 2026 |
| Kovack Advisors, Inc. | History | Added to | 595,974 | 19,440 | 0.9% | 1.54% | 204 | +83,876 | 16.38% | Q4 2025 | Feb 17, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 594,557 | 19,394 | 11.26% | 11.33% | 205 | -20,306 | -3.3% | Q4 2025 | Jan 07, 2026 |
| Atria Investments, Inc | History | Reduced | 592,981 | 19,343 | 0.22% | 0.24% | 206 | -58,851 | -9.03% | Q4 2025 | Feb 05, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 590,099 | 19,249 | 6.34% | 6.1% | 207 | +35,501 | 6.4% | Q4 2025 | Feb 05, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 587,604 | 19,167 | 14.06% | — | 208 | +587,604 | New | Q4 2025 | Jan 28, 2026 |
| Leo Wealth, LLC | History | New | 573,896 | 18,748 | 1.36% | — | 209 | +573,896 | New | Q4 2025 | Jan 21, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 574,679 | 18,746 | 6.76% | 6.97% | 210 | -29,149 | -4.83% | Q4 2025 | Feb 09, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 573,059 | 18,693 | 6.24% | 6.37% | 211 | -6,742 | -1.16% | Q4 2025 | Jan 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 564,995 | 18,430 | 0.02% | 0.02% | 212 | -71,514 | -11.24% | Q4 2025 | Jan 30, 2026 |
| Bogart Wealth, LLC | History | Reduced | 559,724 | 18,258 | 0.73% | 0.73% | 213 | -4,670 | -0.83% | Q4 2025 | Jan 30, 2026 |
| Code Waechter LLC | History | Added to | 550,273 | 17,949 | 11.53% | 9.56% | 214 | +89,388 | 19.39% | Q4 2025 | Jan 26, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 544,206 | 17,915 | 1.81% | 1.82% | 215 | +13,859 | 2.61% | Q4 2025 | Jan 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 545,475 | 17,782 | 0.02% | 0.02% | 216 | +59,645 | 12.28% | Q4 2025 | Feb 17, 2026 |
| Payne Capital Management, LLC | History | Reduced | 544,158 | 17,750 | 5.6% | 5.65% | 217 | -5,823 | -1.06% | Q4 2025 | Feb 02, 2026 |
| Kaizen Financial Strategies | History | Reduced | 543,716 | 17,736 | 7.82% | 8.02% | 218 | -3,485 | -0.64% | Q4 2025 | Jan 21, 2026 |
| DAHRING {-} CUSMANO LLC | History | Added to | 534,982 | 17,451 | 12.14% | 11.87% | 219 | +20,127 | 3.91% | Q4 2025 | Feb 05, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 534,351 | 17,430 | 0.45% | 0.29% | 220 | +234,851 | 78.41% | Q4 2025 | Feb 02, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 530,584 | 17,307 | 3.61% | 3.53% | 221 | +22,771 | 4.48% | Q4 2025 | Jan 22, 2026 |
| Advisory Services Network, LLC | History | Reduced | 518,474 | 16,912 | 0.24% | 0.25% | 222 | -17,891 | -3.34% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Reduced | 518,168 | 16,907 | 1.86% | 1.98% | 223 | -27,700 | -5.07% | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | Added to | 518,217 | 16,904 | 0.0% | 0.0% | 224 | +45,670 | 9.66% | Q4 2025 | Feb 17, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 517,410 | 16,877 | 1.12% | 1.18% | 225 | -24,734 | -4.56% | Q4 2025 | Jan 27, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 531,813 | 16,799 | 3.77% | 4.29% | 226 | +9,553 | 1.83% | Q4 2025 | Feb 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 511,830 | 16,695 | 0.34% | 0.37% | 227 | -6,223 | -1.2% | Q4 2025 | Feb 09, 2026 |
| JBGlobal.com LLC | History | New | 562,709 | 16,661 | 20.98% | — | 228 | +562,709 | New | Q4 2025 | Jan 06, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 507,999 | 16,570 | 1.14% | 1.16% | 229 | +12,618 | 2.55% | Q4 2025 | Jan 16, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 506,263 | 16,514 | 3.16% | 3.17% | 230 | -10,640 | -2.06% | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 498,962 | 16,276 | 0.23% | 0.19% | 231 | +7,401 | 1.51% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 491,800 | 16,042 | 0.32% | 0.33% | 232 | -689 | -0.14% | Q4 2025 | Jan 14, 2026 |
| ProVise Management Group, LLC | History | Reduced | 491,091 | 16,019 | 1.14% | 1.19% | 233 | -15,180 | -3.0% | Q4 2025 | Jan 29, 2026 |
| Aspen Wealth Strategies, LLC | History | Reduced | 488,206 | 15,925 | 8.71% | 11.15% | 234 | -140,558 | -22.35% | Q4 2025 | Jan 28, 2026 |
| CHOREO, LLC | History | Reduced | 481,355 | 15,826 | 0.2% | 0.2% | 235 | -5,722 | -1.17% | Q4 2025 | Jan 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 482,907 | 15,752 | 0.21% | 0.2% | 236 | +47,368 | 10.88% | Q4 2025 | Feb 10, 2026 |
| Team Financial Group, LLC | History | Added to | 482,490 | 15,738 | 7.14% | 7.05% | 237 | +5,855 | 1.23% | Q4 2025 | Jan 13, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 481,666 | 15,711 | 8.73% | 8.81% | 238 | -1,815 | -0.38% | Q4 2025 | Feb 17, 2026 |
| IFS Advisors, LLC | History | Added to | 480,513 | 15,674 | 8.14% | 7.37% | 239 | +86,058 | 21.82% | Q4 2025 | Jan 09, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 477,426 | 15,573 | 1.75% | 1.79% | 240 | -6,185 | -1.28% | Q4 2025 | Jan 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 475,976 | 15,526 | 0.0% | 0.0% | 241 | +174,139 | 57.69% | Q4 2025 | Feb 10, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 475,533 | 15,511 | 12.93% | 12.36% | 242 | +10,698 | 2.3% | Q4 2025 | Feb 11, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 473,627 | 15,449 | 2.11% | 1.92% | 243 | +48,676 | 11.45% | Q4 2025 | Jan 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 473,529 | 15,446 | 0.56% | 0.71% | 244 | -2,701 | -0.57% | Q4 2025 | Feb 09, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 472,177 | 15,402 | 0.76% | 0.81% | 245 | -20,970 | -4.25% | Q4 2025 | Feb 11, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 469,427 | 15,312 | 0.22% | 0.25% | 246 | -34,451 | -6.84% | Q4 2025 | Feb 09, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 468,030 | 15,267 | 5.07% | 4.87% | 247 | +27,492 | 6.24% | Q4 2025 | Feb 11, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 466,953 | 15,231 | 9.46% | 9.48% | 248 | -10,191 | -2.14% | Q4 2025 | Jan 20, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 466,804 | 15,227 | 2.76% | 2.9% | 249 | +386 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Martel Wealth Advisors Inc | History | Reduced | 463,758 | 15,127 | 2.58% | 2.68% | 250 | -16,549 | -3.45% | Q4 2025 | Jan 21, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 459,170 | 14,978 | 4.54% | 4.81% | 251 | -34,012 | -6.9% | Q4 2025 | Feb 10, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 451,937 | 14,742 | 1.73% | 1.72% | 252 | +3,563 | 0.79% | Q4 2025 | Jan 20, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 451,876 | 14,740 | 1.72% | 1.66% | 253 | +15,816 | 3.63% | Q4 2025 | Jan 15, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 451,540 | 14,729 | 7.84% | 7.99% | 254 | +7,783 | 1.75% | Q4 2025 | Jan 26, 2026 |
| Elite Financial, Inc. | History | Reduced | 443,756 | 14,475 | 6.58% | 6.75% | 255 | -1,692 | -0.38% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 443,615 | 14,470 | 0.09% | 0.09% | 256 | -2,171 | -0.49% | Q4 2025 | Jan 29, 2026 |
| Pacific Wealth Strategies Group, Inc. | History | Added to | 441,778 | 14,410 | 8.16% | 2.94% | 257 | +291,756 | 194.48% | Q4 2025 | Feb 09, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 435,675 | 14,211 | 6.06% | 6.02% | 258 | -3,480 | -0.79% | Q4 2025 | Jan 22, 2026 |
| Prosperitas Financial LLC | History | Reduced | 433,083 | 14,127 | 5.49% | 5.78% | 259 | -3,715 | -0.85% | Q4 2025 | Feb 04, 2026 |
| Schaeffer Financial LLC | History | Added to | 427,396 | 13,941 | 12.17% | 12.33% | 260 | +1,274 | 0.3% | Q4 2025 | Jan 30, 2026 |
| One Capital Management, LLC | History | Reduced | 419,379 | 13,680 | 0.41% | 0.46% | 261 | -35,724 | -7.85% | Q4 2025 | Feb 10, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 413,578 | 13,490 | 0.59% | 0.61% | 262 | -34,009 | -7.6% | Q4 2025 | Feb 17, 2026 |
| Broadleaf Partners, LLC | History | Reduced | 410,305 | 13,384 | 2.82% | 2.73% | 263 | -192 | -0.05% | Q4 2025 | Feb 13, 2026 |
| Juno Financial Group LLC | History | New | 410,137 | 13,378 | 5.36% | — | 264 | +410,137 | New | Q4 2025 | Jan 28, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 408,745 | 13,333 | 2.47% | 2.47% | 265 | +17,142 | 4.38% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 408,123 | 13,312 | 0.02% | 0.1% | 266 | -1,755,600 | -81.14% | Q4 2025 | Feb 17, 2026 |
| Accel Wealth Management | History | Added to | 407,461 | 13,291 | 3.64% | 3.61% | 267 | +18,003 | 4.62% | Q4 2025 | Jan 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 406,534 | 13,261 | 0.15% | 0.13% | 268 | +56,947 | 16.29% | Q4 2025 | Jan 20, 2026 |
| Peak Wealth Management LLC | History | New | 405,313 | 13,221 | 11.05% | — | 269 | +405,313 | New | Q4 2025 | Feb 04, 2026 |
| Opes Wealth Management LLC | History | Reduced | 403,512 | 13,162 | 2.15% | 2.27% | 270 | -7,085 | -1.73% | Q4 2025 | Feb 02, 2026 |
| CVA Family Office, LLC | History | Added to | 403,007 | 13,146 | 1.51% | 0.96% | 271 | +169,224 | 72.39% | Q4 2025 | Jan 12, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 402,382 | 13,125 | 3.84% | 3.87% | 272 | -6,994 | -1.71% | Q4 2025 | Feb 09, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 402,174 | 13,118 | 3.69% | 3.7% | 273 | -5,050 | -1.24% | Q4 2025 | Feb 09, 2026 |
| Portus Wealth Advisors, LLC | History | Added to | 397,075 | 12,952 | 12.22% | 12.51% | 274 | +3,929 | 1.0% | Q4 2025 | Jan 27, 2026 |
| WIN ADVISORS, INC | History | Reduced | 393,448 | 12,834 | 5.45% | 10.99% | 275 | -314,123 | -44.39% | Q4 2025 | Feb 04, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 392,609 | 12,806 | 6.03% | 8.97% | 276 | -130,259 | -24.91% | Q4 2025 | Feb 09, 2026 |
| PFG Advisors | History | Added to | 391,406 | 12,767 | 0.62% | 0.42% | 277 | +69,194 | 21.47% | Q4 2025 | Jan 27, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 391,383 | 12,766 | 1.43% | 1.53% | 278 | -10,178 | -2.53% | Q4 2025 | Feb 17, 2026 |
| GPM Growth Investors, Inc. | History | Reduced | 390,308 | 12,731 | 4.96% | 5.66% | 279 | -70,989 | -15.39% | Q4 2025 | Jan 30, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 386,112 | 12,594 | 13.51% | 13.61% | 280 | -25,899 | -6.29% | Q4 2025 | Feb 09, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 380,558 | 12,413 | 3.21% | 3.19% | 281 | -2,933 | -0.76% | Q4 2025 | Jan 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 379,261 | 12,371 | 0.02% | 0.02% | 282 | +157,109 | 70.72% | Q4 2025 | Feb 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 376,500 | 12,281 | 1.8% | 1.75% | 283 | +10,656 | 2.91% | Q4 2025 | Feb 10, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 373,683 | 12,189 | 0.79% | 0.81% | 284 | +171 | 0.05% | Q4 2025 | Feb 18, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 375,010 | 12,135 | 6.22% | 6.67% | 285 | -2,348 | -0.62% | Q4 2025 | Jan 27, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 366,625 | 11,959 | 0.53% | 0.53% | 286 | -26,139 | -6.66% | Q4 2025 | Feb 17, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 366,612 | 11,958 | 1.11% | 1.42% | 287 | -76,069 | -17.18% | Q4 2025 | Jan 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 365,690 | 11,928 | 0.02% | 0.02% | 288 | +3,095 | 0.85% | Q4 2025 | Mar 16, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 365,164 | 11,911 | 9.25% | 9.5% | 289 | -18,010 | -4.7% | Q4 2025 | Feb 10, 2026 |
| Powers Advisory Group, LLC | History | Added to | 362,499 | 11,824 | 4.45% | 4.51% | 290 | +7,790 | 2.2% | Q4 2025 | Jan 22, 2026 |
| May Barnhard Investments LLC | History | Reduced | 361,234 | 11,783 | 5.57% | 5.76% | 291 | -28,009 | -7.2% | Q4 2025 | Jan 28, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 360,184 | 11,749 | 2.0% | 2.04% | 292 | -53,662 | -12.97% | Q4 2025 | Jan 29, 2026 |
| Womack Financial LLC | History | Reduced | 360,014 | 11,743 | 8.67% | 8.74% | 293 | -1,079 | -0.3% | Q4 2025 | Feb 10, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 358,920 | 11,596 | 0.29% | 0.3% | 294 | +14,643 | 4.25% | Q4 2025 | Jan 28, 2026 |
| McCarthy Asset Management, Inc. | History | Added to | 354,388 | 11,560 | 6.03% | 7.06% | 295 | +9,632 | 2.79% | Q4 2025 | Feb 03, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Reduced | 354,124 | 11,551 | 7.34% | 7.95% | 296 | -17,779 | -4.78% | Q4 2025 | Feb 04, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 352,368 | 11,494 | 4.78% | 4.75% | 297 | +5,859 | 1.69% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 351,473 | 11,465 | 0.07% | 0.07% | 298 | -9,558 | -2.65% | Q4 2025 | Jan 26, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 346,554 | 11,304 | 7.64% | 7.17% | 299 | +8,377 | 2.48% | Q4 2025 | Feb 04, 2026 |
| Simplicity Wealth,LLC | History | Added to | 342,626 | 11,176 | 0.67% | 0.56% | 300 | +41,469 | 13.77% | Q4 2025 | Jan 30, 2026 |
| Fairway Financial, LLC | History | Reduced | 341,495 | 11,139 | 8.41% | 8.66% | 301 | -2,826 | -0.82% | Q4 2025 | Feb 04, 2026 |
| L2 Asset Management, LLC | History | Added to | 338,738 | 11,049 | 1.48% | 1.05% | 302 | +111,552 | 49.1% | Q4 2025 | Feb 17, 2026 |
| Maridea Wealth Management LLC | History | Added to | 337,327 | 11,003 | 1.65% | 1.6% | 303 | +19,176 | 6.03% | Q4 2025 | Jan 08, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 336,483 | 10,976 | 0.19% | 0.2% | 304 | -9,686 | -2.8% | Q4 2025 | Jan 22, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 334,413 | 10,908 | 4.77% | 4.89% | 305 | -5,678 | -1.67% | Q4 2025 | Feb 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 331,855 | 10,825 | 3.6% | 3.62% | 306 | -2,691 | -0.8% | Q4 2025 | Jan 23, 2026 |
| Certified Advisory Corp | History | Added to | 331,819 | 10,823 | 0.99% | 0.99% | 307 | +5,206 | 1.59% | Q4 2025 | Jan 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 328,346 | 10,710 | 0.14% | 0.14% | 308 | -2,602 | -0.79% | Q4 2025 | Feb 09, 2026 |
| MBA Advisors LLC | History | Added to | 324,776 | 10,594 | 4.27% | 4.34% | 309 | +6,755 | 2.12% | Q4 2025 | Jan 21, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 324,473 | 10,584 | 1.51% | 1.24% | 310 | +64,904 | 25.0% | Q4 2025 | Jan 27, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 323,868 | 10,564 | 0.03% | 0.03% | 311 | +379 | 0.12% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 488,208 | 10,505 | 0.25% | 0.26% | 312 | +64,102 | 15.11% | Q4 2025 | Feb 11, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 328,361 | 10,365 | 0.23% | 0.23% | 313 | +842 | 0.26% | Q4 2025 | Feb 04, 2026 |
| BLB&B Advisors, LLC | History | Added to | 317,456 | 10,355 | 0.43% | 0.42% | 314 | +12,296 | 4.03% | Q4 2025 | Jan 26, 2026 |
| MSH Capital Advisors LLC | History | Added to | 315,675 | 10,297 | 2.2% | 2.63% | 315 | +8,595 | 2.8% | Q4 2025 | Feb 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 314,904 | 10,272 | 1.12% | 0.78% | 316 | +97,647 | 44.95% | Q4 2025 | Jan 23, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 314,676 | 10,264 | 0.05% | 0.05% | 317 | -2,220 | -0.7% | Q4 2025 | Jan 12, 2026 |
| Royal Fund Management, LLC | History | Added to | 311,174 | 10,151 | 0.92% | 0.43% | 318 | +198,772 | 176.84% | Q4 2025 | Jan 15, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 307,908 | 10,043 | 3.07% | 3.17% | 319 | -2,968 | -0.95% | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 304,469 | 9,931 | 1.35% | — | 320 | +304,469 | New | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 300,942 | 9,894 | 0.37% | 0.58% | 321 | +3,409 | 1.15% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 300,161 | 9,791 | 0.0% | 0.0% | 322 | -83,839 | -21.83% | Q4 2025 | Feb 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 299,751 | 9,777 | 1.07% | 1.11% | 323 | -7,006 | -2.28% | Q4 2025 | Feb 18, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 299,588 | 9,772 | 3.24% | 3.3% | 324 | -9,650 | -3.12% | Q4 2025 | Jan 21, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 299,442 | 9,768 | 3.39% | 3.52% | 325 | +3,691 | 1.25% | Q4 2025 | Jan 21, 2026 |
| &PARTNERS | History | Added to | 297,181 | 9,708 | 0.05% | 0.06% | 326 | +19,259 | 6.93% | Q4 2025 | Feb 17, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 296,754 | 9,680 | 5.76% | 5.86% | 327 | +253 | 0.09% | Q4 2025 | Jan 21, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 295,244 | 9,630 | 4.12% | 4.37% | 328 | -31,053 | -9.52% | Q4 2025 | Feb 10, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 294,599 | 9,609 | 1.77% | 1.71% | 329 | -6,796 | -2.25% | Q4 2025 | Feb 05, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 292,410 | 9,538 | 2.01% | 2.11% | 330 | -7,307 | -2.44% | Q4 2025 | Jan 07, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 290,712 | 9,485 | 0.1% | 0.11% | 331 | -634 | -0.22% | Q4 2025 | Feb 02, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 289,890 | 9,456 | 1.31% | 1.5% | 332 | -13,876 | -4.57% | Q4 2025 | Jan 09, 2026 |
| Corient Private Wealth LLC | History | Added to | 288,651 | 9,417 | 0.01% | 0.01% | 333 | +161,279 | 126.62% | Q4 2025 | Mar 09, 2026 |
| RFG Advisory, LLC | History | Added to | 285,993 | 9,329 | 0.18% | 0.17% | 334 | +30,162 | 11.79% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 284,074 | 9,266 | 2.69% | 2.14% | 335 | +80,347 | 39.44% | Q4 2025 | Feb 11, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 282,903 | 9,228 | 2.07% | 1.14% | 336 | +128,464 | 83.18% | Q4 2025 | Jan 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 281,865 | 9,194 | 0.04% | 0.05% | 337 | -46,579 | -14.18% | Q4 2025 | Feb 17, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 279,881 | 9,129 | 1.92% | 1.94% | 338 | +4,012 | 1.45% | Q4 2025 | Jan 29, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 278,548 | 9,086 | 0.71% | 0.62% | 339 | +46,532 | 20.06% | Q4 2025 | Jan 08, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 274,945 | 8,968 | 2.32% | 2.31% | 340 | -122 | -0.04% | Q4 2025 | Feb 06, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 273,958 | 8,936 | 2.69% | 2.75% | 341 | -13,513 | -4.7% | Q4 2025 | Jan 26, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 271,779 | 8,865 | 2.65% | 2.69% | 342 | +903 | 0.33% | Q4 2025 | Jan 30, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 270,205 | 8,824 | 7.44% | — | 343 | +270,205 | New | Q4 2025 | Jan 20, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 269,431 | 8,788 | 0.31% | 0.31% | 344 | -26 | -0.01% | Q4 2025 | Jan 13, 2026 |
| Brookstone Capital Management | History | Reduced | 264,538 | 8,629 | 0.1% | 0.11% | 345 | -29,921 | -10.16% | Q4 2025 | Jan 15, 2026 |
| RCW Management, LLC | History | New | 262,645 | 8,567 | 8.65% | — | 346 | +262,645 | New | Q4 2025 | Jan 30, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 262,569 | 8,564 | 2.55% | 2.15% | 347 | +47,945 | 22.34% | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 262,178 | 8,552 | 0.32% | 0.12% | 348 | +206,216 | 368.49% | Q4 2025 | Feb 04, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 259,882 | 8,477 | 0.24% | 0.24% | 349 | -4,879 | -1.84% | Q4 2025 | Feb 10, 2026 |
| Entelevest, LLC | History | New | 257,931 | 8,415 | 8.43% | — | 350 | +257,931 | New | Q4 2025 | Feb 11, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 256,488 | 8,366 | 1.64% | 1.43% | 351 | -6,886 | -2.61% | Q4 2025 | Mar 03, 2026 |
| FIDELIS iM, LLC | History | New | 256,045 | 8,352 | 3.24% | — | 352 | +256,045 | New | Q4 2025 | Jan 23, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 255,996 | 8,350 | 2.57% | 0.34% | 353 | +245,003 | 2228.72% | Q4 2025 | Feb 17, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 254,295 | 8,295 | 1.58% | 1.59% | 354 | -691 | -0.27% | Q4 2025 | Jan 21, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 254,119 | 8,289 | 2.75% | 2.75% | 355 | +11,791 | 4.87% | Q4 2025 | Jan 27, 2026 |
| HC Advisors, LLC | History | Added to | 253,826 | 8,279 | 5.73% | 5.15% | 356 | +24,033 | 10.46% | Q4 2025 | Feb 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 253,410 | 8,266 | 0.26% | 0.26% | 357 | +4,976 | 2.0% | Q4 2025 | Jan 30, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 253,503 | 8,238 | 3.2% | 3.63% | 358 | -11,804 | -4.45% | Q4 2025 | Jan 21, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 249,447 | 8,136 | 2.48% | 2.49% | 359 | -5,316 | -2.09% | Q4 2025 | Feb 04, 2026 |
| Tenzing Financial LLC | History | New | 249,052 | 8,124 | 6.59% | — | 360 | +249,052 | New | Q4 2025 | Feb 13, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 245,365 | 8,003 | 5.11% | 5.25% | 361 | -5,910 | -2.35% | Q4 2025 | Mar 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 244,527 | 7,976 | 0.95% | 1.09% | 362 | -23,266 | -8.69% | Q4 2025 | Jan 26, 2026 |
| Snider Financial Group | History | Reduced | 244,141 | 7,963 | 2.12% | 2.19% | 363 | -7,580 | -3.01% | Q4 2025 | Jan 21, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 270,936 | 7,931 | 2.76% | 2.75% | 364 | +2,833 | 1.06% | Q4 2025 | Jan 09, 2026 |
| Betterment LLC | History | Added to | 242,522 | 7,911 | 0.02% | 0.01% | 365 | +11,204 | 4.84% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 242,210 | 7,900 | 0.06% | 0.05% | 366 | +8,898 | 3.81% | Q4 2025 | Feb 13, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 241,264 | 7,870 | 5.45% | 5.68% | 367 | -237 | -0.1% | Q4 2025 | Feb 03, 2026 |
| Bauman Advisory Group, LLC | History | New | 240,386 | 7,841 | 6.32% | — | 368 | +240,386 | New | Q4 2025 | Feb 20, 2026 |
| Selby Wealth Management, LLC | History | New | 236,729 | 7,722 | 3.11% | — | 369 | +236,729 | New | Q4 2025 | Feb 13, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 236,667 | 7,720 | 1.88% | 1.97% | 370 | -7,028 | -2.88% | Q4 2025 | Feb 03, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 235,423 | 7,679 | 0.19% | 0.28% | 371 | -109,128 | -31.67% | Q4 2025 | Feb 17, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 235,257 | 7,674 | 1.74% | 1.68% | 372 | +2,940 | 1.27% | Q4 2025 | Feb 05, 2026 |
| Financially Speaking Inc | History | Reduced | 232,243 | 7,575 | 4.9% | 5.61% | 373 | -35,632 | -13.3% | Q4 2025 | Feb 10, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 233,232 | 7,547 | 0.44% | 0.45% | 374 | +8,548 | 3.8% | Q4 2025 | Jan 26, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 231,236 | 7,542 | 4.79% | 4.54% | 375 | +12,988 | 5.95% | Q4 2025 | Feb 05, 2026 |
| Truepoint, Inc. | History | Reduced | 231,104 | 7,538 | 0.17% | 0.19% | 376 | -19,007 | -7.6% | Q4 2025 | Feb 11, 2026 |
| SMITH, MOORE & CO. | History | Added to | 230,836 | 7,529 | 0.57% | 0.56% | 377 | +514 | 0.22% | Q4 2025 | Jan 23, 2026 |
| Csenge Advisory Group | History | Added to | 230,572 | 7,521 | 0.34% | 0.35% | 378 | +1,365 | 0.6% | Q4 2025 | Feb 06, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 229,943 | 7,500 | 2.7% | 2.85% | 379 | -6,926 | -2.92% | Q4 2025 | Jan 28, 2026 |
| New Hampshire Trust | History | Added to | 229,865 | 7,498 | 1.46% | 0.74% | 381 | +109,829 | 91.5% | Q4 2025 | Jan 29, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 229,865 | 7,498 | 0.79% | 0.77% | 380 | -1,016 | -0.44% | Q4 2025 | Jan 27, 2026 |
| WPG Advisers, LLC | History | Added to | 229,600 | 7,489 | 5.56% | 4.14% | 382 | +62,160 | 37.12% | Q4 2025 | Jan 28, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 229,546 | 7,487 | 1.39% | 1.36% | 383 | +3,279 | 1.45% | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 229,356 | 7,481 | 0.0% | 0.0% | 384 | +149,256 | 186.34% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 225,847 | 7,367 | 0.18% | 0.17% | 385 | +10,208 | 4.73% | Q4 2025 | Feb 13, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 225,659 | 7,360 | 2.03% | 1.99% | 386 | +2,125 | 0.95% | Q4 2025 | Jan 23, 2026 |
| Gleason Group, Inc. | History | Added to | 224,865 | 7,335 | 0.72% | 0.72% | 387 | +220 | 0.1% | Q4 2025 | Jan 15, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 222,742 | 7,265 | 1.51% | 1.55% | 388 | -2,581 | -1.15% | Q4 2025 | Jan 22, 2026 |
| Claro Advisors Inc. | History | Reduced | 220,905 | 7,205 | 0.98% | 1.1% | 389 | -16,174 | -6.82% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 219,109 | 7,204 | 0.49% | 0.49% | 390 | +14,013 | 6.83% | Q4 2025 | Jan 15, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 219,337 | 7,154 | 6.11% | 6.12% | 391 | +3,331 | 1.54% | Q4 2025 | Jan 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 219,007 | 7,144 | 0.19% | 0.22% | 392 | -31,917 | -12.72% | Q4 2025 | Jan 23, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 215,333 | 7,024 | 0.23% | 0.24% | 393 | -2,261 | -1.04% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 214,986 | 7,012 | 3.09% | 3.01% | 394 | -1,531 | -0.71% | Q4 2025 | Feb 17, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 213,707 | 6,971 | 2.33% | 2.38% | 395 | +1,682 | 0.79% | Q4 2025 | Jan 26, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 212,471 | 6,930 | 0.67% | 0.69% | 396 | -1,726 | -0.81% | Q4 2025 | Feb 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 211,441 | 6,897 | 0.41% | 0.43% | 397 | +13,473 | 6.81% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 210,151 | 6,855 | 0.04% | 0.04% | 398 | -256 | -0.12% | Q4 2025 | Feb 12, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 210,084 | 6,852 | 4.68% | 5.35% | 399 | -14,714 | -6.55% | Q4 2025 | Feb 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 209,672 | 6,839 | 0.39% | 0.39% | 400 | -1,022 | -0.49% | Q4 2025 | Jan 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 208,899 | 6,814 | 0.43% | 0.45% | 401 | -2,736 | -1.29% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 208,433 | 6,799 | 0.09% | 0.09% | 402 | -3,806 | -1.79% | Q4 2025 | Feb 09, 2026 |
| Daybright Advisory Services, Inc. | History | New | 206,642 | 6,740 | 1.8% | — | 403 | +206,642 | New | Q4 2025 | Feb 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 206,299 | 6,729 | 1.5% | 1.51% | 404 | +11,792 | 6.06% | Q4 2025 | Jan 09, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 205,856 | 6,715 | 0.15% | 0.14% | 405 | +16,030 | 8.44% | Q4 2025 | Jan 07, 2026 |
| CX Institutional | History | Added to | 203,270 | 6,631 | 0.2% | 0.19% | 406 | +6,785 | 3.45% | Q4 2025 | Feb 02, 2026 |
| BlackRock, Inc. | History | Added to | 202,016 | 6,589 | 0.0% | 0.0% | 407 | +118,728 | 142.55% | Q4 2025 | Feb 12, 2026 |
| Prostatis Group LLC | History | Added to | 199,783 | 6,516 | 1.56% | 1.36% | 408 | +29,289 | 17.18% | Q4 2025 | Feb 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 199,420 | 6,505 | 0.13% | 0.17% | 409 | -52,508 | -20.84% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 198,680 | 6,480 | 0.39% | 0.38% | 410 | +15,561 | 8.5% | Q4 2025 | Feb 17, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 196,932 | 6,423 | 0.03% | 0.03% | 411 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 196,074 | 6,395 | 3.13% | 2.41% | 412 | +47,382 | 31.87% | Q4 2025 | Feb 10, 2026 |
| Magnus Financial Group LLC | History | Added to | 195,957 | 6,392 | 0.49% | 0.46% | 413 | +12,359 | 6.73% | Q4 2025 | Jan 07, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 194,063 | 6,330 | 0.38% | 0.4% | 414 | -3,359 | -1.7% | Q4 2025 | Feb 18, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 193,253 | 6,303 | 2.66% | 2.57% | 415 | +2,100 | 1.1% | Q4 2025 | Jan 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 190,984 | 6,229 | 0.08% | 0.08% | 416 | -2,263 | -1.17% | Q4 2025 | Jan 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 189,887 | 6,194 | 0.12% | 0.14% | 417 | +7,877 | 4.33% | Q4 2025 | Feb 13, 2026 |
| Cooper Financial Group | History | Added to | 189,004 | 6,165 | 0.66% | 0.48% | 418 | +53,360 | 39.34% | Q4 2025 | Jan 08, 2026 |
| Chesapeake Wealth Management | History | Added to | 186,648 | 6,088 | 1.81% | 1.7% | 419 | +12,453 | 7.15% | Q4 2025 | Feb 03, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 185,382 | 6,047 | 0.26% | 0.27% | 420 | -4,957 | -2.6% | Q4 2025 | Jan 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 185,185 | 6,040 | 0.36% | 0.35% | 421 | +8,453 | 4.78% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 184,868 | 6,030 | 0.05% | — | 422 | +184,868 | New | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 184,685 | 6,024 | 0.39% | 0.4% | 423 | +1,063 | 0.58% | Q4 2025 | Jan 23, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 184,345 | 6,013 | 3.92% | — | 424 | +184,345 | New | Q4 2025 | Apr 02, 2026 |
| Keudell/Morrison Wealth Management | History | New | 182,825 | 5,963 | 1.25% | — | 425 | +182,825 | New | Q4 2025 | Feb 06, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 181,763 | 5,929 | 6.58% | — | 426 | +181,763 | New | Q4 2025 | Feb 05, 2026 |
| Fermata Advisors, LLC | History | Reduced | 181,665 | 5,925 | 1.42% | 1.56% | 427 | -11,294 | -5.85% | Q4 2025 | Jan 08, 2026 |
| Independent Advisor Alliance | History | Added to | 181,109 | 5,907 | 0.14% | 0.1% | 428 | +65,918 | 57.22% | Q4 2025 | Feb 04, 2026 |
| Eagle Capital Management, LLC | History | Added to | 179,534 | 5,856 | 2.13% | 2.14% | 429 | +2,306 | 1.3% | Q4 2025 | Jan 12, 2026 |
| Apex Wealth Management, LLC | History | Reduced | 180,843 | 5,852 | 5.94% | 7.37% | 430 | -142,159 | -44.01% | Q4 2025 | Jan 26, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 179,357 | 5,850 | 2.35% | 2.15% | 431 | +5,099 | 2.93% | Q4 2025 | Feb 11, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 179,095 | 5,842 | 2.76% | 2.8% | 432 | -979 | -0.54% | Q4 2025 | Jan 21, 2026 |
| Secure Asset Management, LLC | History | Added to | 179,013 | 5,839 | 0.91% | 0.68% | 433 | +50,372 | 39.16% | Q4 2025 | Jan 20, 2026 |
| MRWM Advisors, LLC | History | Reduced | 178,816 | 5,832 | 3.13% | 3.82% | 434 | -31,234 | -14.87% | Q4 2025 | Jan 26, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 177,910 | 5,803 | 3.15% | 3.05% | 435 | +7,859 | 4.62% | Q4 2025 | Feb 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 177,699 | 5,796 | 0.0% | 0.0% | 436 | +48,012 | 37.02% | Q4 2025 | Feb 17, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 174,552 | 5,693 | 0.27% | 0.09% | 437 | +116,221 | 199.24% | Q4 2025 | Feb 10, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 174,071 | 5,678 | 0.48% | 0.48% | 438 | -422 | -0.24% | Q4 2025 | Jan 15, 2026 |
| Marble Wealth, LLC | History | New | 173,395 | 5,656 | 0.79% | — | 439 | +173,395 | New | Q4 2025 | Feb 10, 2026 |
| Compass Advisory Group LLC | History | Reduced | 173,064 | 5,645 | 1.53% | 1.6% | 440 | -5,130 | -2.88% | Q4 2025 | Jan 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 172,980 | 5,642 | 0.18% | 0.16% | 441 | -3,535 | -2.0% | Q4 2025 | Jan 09, 2026 |
| Dakota Wealth Management | History | Reduced | 172,096 | 5,613 | 0.1% | 0.11% | 442 | -726 | -0.42% | Q4 2025 | Jan 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 170,797 | 5,602 | 0.26% | 0.33% | 443 | +1,758 | 1.04% | Q4 2025 | Feb 03, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 170,953 | 5,576 | 4.81% | 3.65% | 444 | +13,741 | 8.74% | Q4 2025 | Feb 09, 2026 |
| Trek Financial, LLC | History | Added to | 170,715 | 5,568 | 0.32% | 0.29% | 445 | +19,226 | 12.69% | Q4 2025 | Feb 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 169,999 | 5,545 | 0.25% | 0.24% | 446 | +12,094 | 7.66% | Q4 2025 | Feb 13, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 169,530 | 5,530 | 2.48% | 2.57% | 447 | +1,430 | 0.85% | Q4 2025 | Jan 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 168,879 | 5,508 | 0.11% | 0.1% | 448 | +9,598 | 6.03% | Q4 2025 | Feb 12, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 166,861 | 5,443 | 2.01% | 2.1% | 449 | -6,718 | -3.87% | Q4 2025 | Feb 17, 2026 |
| HCR Wealth Advisors | History | Added to | 165,542 | 5,399 | 0.53% | 0.55% | 450 | +25 | 0.02% | Q4 2025 | Jan 27, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 165,430 | 5,396 | 0.17% | 0.2% | 451 | -27,186 | -14.11% | Q4 2025 | Jan 06, 2026 |
| OneAscent Financial Services LLC | History | New | 163,504 | 5,333 | 0.49% | — | 452 | +163,504 | New | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 163,473 | 5,332 | 0.07% | 0.07% | 453 | +5,681 | 3.6% | Q4 2025 | Jan 29, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 162,992 | 5,316 | 4.54% | 4.65% | 454 | +77 | 0.05% | Q4 2025 | Jan 26, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 161,628 | 5,272 | 2.4% | 6.61% | 455 | -427,088 | -72.55% | Q4 2025 | Jan 23, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 160,652 | 5,240 | 2.05% | 2.04% | 456 | +1,792 | 1.13% | Q4 2025 | Jan 28, 2026 |
| Nabity-Jensen Investment Management Inc | History | Reduced | 160,081 | 5,221 | 3.54% | 3.56% | 457 | -925 | -0.57% | Q4 2025 | Jan 26, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 158,990 | 5,186 | 0.06% | 0.06% | 458 | -4,506 | -2.76% | Q4 2025 | Feb 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 158,283 | 5,163 | 0.01% | 0.01% | 459 | +23,086 | 17.08% | Q4 2025 | Jan 30, 2026 |
| GeoWealth Management, LLC | History | Reduced | 157,097 | 5,124 | 0.19% | 0.2% | 460 | -15,555 | -9.01% | Q4 2025 | Feb 17, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 157,060 | 5,123 | 0.63% | 0.63% | 461 | -7,131 | -4.34% | Q4 2025 | Jan 27, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 156,032 | 5,089 | 1.34% | 1.37% | 462 | +3,688 | 2.42% | Q4 2025 | Feb 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 155,408 | 5,069 | 0.01% | 0.01% | 463 | +27,766 | 21.75% | Q4 2025 | Feb 13, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 154,829 | 5,050 | 2.85% | 3.12% | 464 | -704 | -0.45% | Q4 2025 | Feb 03, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 154,587 | 5,043 | 1.18% | 1.21% | 465 | -1,971 | -1.26% | Q4 2025 | Feb 10, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 153,567 | 5,009 | 2.33% | 2.39% | 466 | -557 | -0.36% | Q4 2025 | Jan 15, 2026 |
| WESBANCO BANK INC | History | Reduced | 152,891 | 4,987 | 0.14% | 0.14% | 467 | -758 | -0.49% | Q4 2025 | Feb 03, 2026 |
| Arsenal Capital Advisors LLC | History | New | 152,642 | 4,979 | 3.52% | — | 468 | +152,642 | New | Q4 2025 | Feb 11, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 152,584 | 4,977 | 2.11% | 2.11% | 469 | -1,168 | -0.76% | Q4 2025 | Jan 28, 2026 |
| Elevated Financial Group LLC | History | New | 152,573 | 4,976 | 1.72% | — | 470 | +152,573 | New | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 151,384 | 4,938 | 0.0% | 0.0% | 471 | +12,105 | 8.69% | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 150,683 | 4,915 | 0.29% | 2.55% | 472 | -1,680,969 | -91.77% | Q4 2025 | Jan 30, 2026 |
| Parsonex Advisory Services, Inc. | History | Reduced | 150,531 | 4,910 | 3.13% | 3.28% | 473 | -450 | -0.3% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 150,217 | 4,900 | 0.03% | 0.03% | 474 | +9,784 | 6.97% | Q4 2025 | Feb 11, 2026 |
| Composition Wealth, LLC | History | Added to | 149,157 | 4,865 | 0.07% | 0.07% | 475 | +8,617 | 6.13% | Q4 2025 | Feb 02, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 147,852 | 4,822 | 2.34% | 2.38% | 476 | -5,525 | -3.6% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 147,464 | 4,810 | 0.01% | 0.02% | 477 | -58,544 | -28.42% | Q4 2025 | Feb 17, 2026 |
| Diversified Enterprises, LLC | History | Added to | 147,374 | 4,807 | 0.29% | 0.24% | 478 | +34,082 | 30.08% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | New | 146,435 | 4,776 | 0.14% | — | 479 | +146,435 | New | Q4 2025 | Feb 13, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 146,074 | 4,764 | 1.28% | 1.24% | 480 | +1,969 | 1.37% | Q4 2025 | Jan 16, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 145,273 | 4,738 | 0.18% | 0.18% | 481 | +679 | 0.47% | Q4 2025 | Feb 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 144,203 | 4,703 | 0.1% | 0.11% | 482 | -788 | -0.54% | Q4 2025 | Feb 03, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 141,933 | 4,629 | 1.42% | 1.04% | 483 | +3,772 | 2.73% | Q4 2025 | Feb 13, 2026 |
| KPP Advisory Services LLC | History | Added to | 141,898 | 4,628 | 0.67% | 0.62% | 484 | +11,237 | 8.6% | Q4 2025 | Feb 02, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 141,658 | 4,620 | 2.19% | 1.09% | 485 | +6,112 | 4.51% | Q4 2025 | Feb 06, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 140,872 | 4,595 | 1.61% | 1.76% | 486 | +1,394 | 1.0% | Q4 2025 | Jan 15, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 140,825 | 4,593 | 0.61% | 0.63% | 487 | -1,984 | -1.39% | Q4 2025 | Jan 30, 2026 |
| Barden Capital Management, Inc. | History | Added to | 139,332 | 4,544 | 3.73% | 3.53% | 488 | +6,319 | 4.75% | Q4 2025 | Jan 06, 2026 |
| CENTRAL TRUST Co | History | Added to | 138,213 | 4,508 | 0.09% | 0.09% | 489 | +306 | 0.22% | Q4 2025 | Feb 02, 2026 |
| Monetary Solutions, Ltd | History | New | 138,191 | 4,507 | 4.44% | — | 490 | +138,191 | New | Q4 2025 | Feb 23, 2026 |
| Embree Financial Group | History | Reduced | 137,500 | 4,485 | 0.55% | 0.6% | 491 | -3,383 | -2.4% | Q4 2025 | Jan 14, 2026 |
| Advisory Alpha, LLC | History | Reduced | 137,325 | 4,479 | 0.12% | 0.12% | 492 | -1,545 | -1.11% | Q4 2025 | Feb 06, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 136,783 | 4,461 | 0.19% | 0.19% | 493 | +2,060 | 1.53% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 136,562 | 4,454 | 0.04% | 0.03% | 494 | -60,946 | -30.86% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 136,509 | 4,452 | 0.02% | — | 495 | +136,509 | New | Q4 2025 | Feb 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 134,456 | 4,385 | 0.37% | 0.37% | 496 | +1,211 | 0.91% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 134,396 | 4,383 | 0.11% | 0.09% | 497 | +18,444 | 15.91% | Q4 2025 | Jan 28, 2026 |
| Waterford Advisors, LLC | History | Added to | 147,643 | 4,371 | 1.71% | 0.14% | 498 | +135,063 | 1073.63% | Q4 2025 | Feb 20, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 133,405 | 4,351 | 0.79% | 0.48% | 499 | +56,779 | 74.1% | Q4 2025 | Feb 10, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 132,677 | 4,327 | 1.21% | 1.19% | 500 | +3,485 | 2.7% | Q4 2025 | Jan 23, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 132,510 | 4,322 | 0.18% | 0.18% | 501 | +364 | 0.28% | Q4 2025 | Feb 09, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 132,302 | 4,315 | 2.56% | 2.61% | 502 | -2,759 | -2.04% | Q4 2025 | Jan 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 132,200 | 4,312 | 0.0% | 0.0% | 503 | -48,400 | -26.8% | Q4 2025 | Feb 17, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 131,170 | 4,278 | 1.54% | 1.65% | 504 | -2,827 | -2.11% | Q4 2025 | Jan 30, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 130,620 | 4,260 | 3.07% | 3.03% | 505 | +2,450 | 1.91% | Q4 2025 | Feb 10, 2026 |
| Athena Investment Management | History | Added to | 128,302 | 4,185 | 2.14% | 2.13% | 506 | +159 | 0.12% | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 128,260 | 4,183 | 0.19% | 0.16% | 507 | +19,953 | 18.42% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 127,906 | 4,172 | 0.01% | 0.01% | 508 | +10,036 | 8.51% | Q4 2025 | Feb 11, 2026 |
| Asset Dedication, LLC | History | Added to | 127,897 | 4,172 | 0.27% | 0.27% | 509 | +3,158 | 2.53% | Q4 2025 | Jan 26, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 127,883 | 4,171 | 0.23% | 0.24% | 510 | +8,251 | 6.9% | Q4 2025 | Feb 04, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 127,414 | 4,156 | 0.48% | 0.43% | 511 | +49,400 | 63.32% | Q4 2025 | Feb 13, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 126,274 | 4,119 | 0.12% | 0.12% | 512 | -4,876 | -3.72% | Q4 2025 | Feb 05, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 126,398 | 4,090 | 0.13% | 0.13% | 513 | +14,046 | 12.5% | Q4 2025 | Jan 23, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 123,872 | 4,040 | 0.11% | 0.11% | 515 | -4,680 | -3.64% | Q4 2025 | Jan 22, 2026 |
| GenWealth Group, Inc. | History | Reduced | 123,039 | 4,040 | 0.69% | 0.74% | 514 | -1,673 | -1.34% | Q4 2025 | Jan 12, 2026 |
| Veridan Wealth LLC | History | Reduced | 123,160 | 4,017 | 1.35% | 1.36% | 516 | -409 | -0.33% | Q4 2025 | Feb 13, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 122,860 | 4,007 | 0.92% | 0.87% | 517 | +3,944 | 3.32% | Q4 2025 | Jan 16, 2026 |
| Elevation Capital Advisory, LLC | History | New | 122,387 | 3,992 | 1.63% | — | 518 | +122,387 | New | Q4 2025 | Jan 26, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 120,743 | 3,938 | 0.13% | 0.15% | 519 | -10,750 | -8.18% | Q4 2025 | Jan 14, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 120,494 | 3,930 | 0.72% | 0.7% | 520 | -481 | -0.4% | Q4 2025 | Feb 17, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 119,522 | 3,898 | 2.56% | — | 521 | +119,522 | New | Q4 2025 | Feb 13, 2026 |
| Archer Investment Management, LLC | History | New | 118,815 | 3,875 | 2.08% | — | 522 | +118,815 | New | Q4 2025 | Jan 12, 2026 |
| Texas Yale Capital Corp. | History | No change | 118,534 | 3,866 | 0.12% | 0.12% | 523 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Midwest Financial Group LLC | History | Added to | 117,586 | 3,835 | 1.69% | 1.5% | 524 | +18,684 | 18.89% | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 117,518 | 3,833 | 0.0% | 0.0% | 525 | +46,190 | 64.76% | Q4 2025 | Feb 06, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 116,718 | 3,807 | 0.72% | 0.59% | 526 | +19,275 | 19.78% | Q4 2025 | Jan 28, 2026 |
| Joseph Group Capital Management | History | Reduced | 116,191 | 3,790 | 1.0% | 1.14% | 527 | -10,700 | -8.43% | Q4 2025 | Jan 30, 2026 |
| Meramec Financial Planners, LLC | History | New | 121,566 | 3,781 | 1.47% | — | 528 | +121,566 | New | Q4 2025 | Feb 10, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 114,888 | 3,747 | 0.61% | 0.59% | 529 | +3,142 | 2.81% | Q4 2025 | Jan 28, 2026 |
| Curi Capital, LLC | History | Reduced | 113,091 | 3,689 | 0.06% | 0.07% | 530 | -1,351 | -1.18% | Q4 2025 | Feb 17, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 112,708 | 3,676 | 1.5% | 1.5% | 531 | +284 | 0.25% | Q4 2025 | Feb 09, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 112,594 | 3,672 | 2.46% | 2.44% | 532 | -611 | -0.54% | Q4 2025 | Feb 13, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 112,755 | 3,660 | 2.41% | 2.59% | 533 | +350 | 0.31% | Q4 2025 | Feb 11, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 110,617 | 3,608 | 1.54% | 1.4% | 534 | +13,379 | 13.76% | Q4 2025 | Jan 26, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 109,868 | 3,583 | 0.25% | 0.23% | 535 | +492 | 0.45% | Q4 2025 | Jan 14, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 109,581 | 3,574 | 1.87% | — | 536 | +109,581 | New | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 109,048 | 3,557 | 0.0% | 0.0% | 537 | +4,854 | 4.66% | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 108,656 | 3,544 | 0.05% | 0.15% | 538 | -196,081 | -64.34% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Added to | 108,289 | 3,532 | 0.12% | 0.12% | 539 | +993 | 0.93% | Q4 2025 | Feb 06, 2026 |
| Livet Wealth, LLC | History | New | 107,991 | 3,522 | 2.17% | — | 540 | +107,991 | New | Q4 2025 | Feb 13, 2026 |
| BFSG, LLC | History | Added to | 107,891 | 3,519 | 0.34% | 0.32% | 541 | +4,856 | 4.71% | Q4 2025 | Jan 22, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | New | 107,800 | 3,516 | 1.14% | — | 542 | +107,800 | New | Q4 2025 | Feb 02, 2026 |
| FC Advisory LLC | History | Reduced | 107,434 | 3,504 | 1.01% | 1.03% | 543 | -2,607 | -2.37% | Q4 2025 | Jan 13, 2026 |
| Apella Capital, LLC | History | Reduced | 107,087 | 3,493 | 0.07% | 0.08% | 545 | -1,047 | -0.97% | Q4 2025 | Jan 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 107,092 | 3,493 | 0.26% | 0.26% | 544 | +541 | 0.51% | Q4 2025 | Feb 13, 2026 |
| Bensler, LLC | History | Reduced | 106,849 | 3,485 | 0.35% | 0.36% | 547 | -3,062 | -2.79% | Q4 2025 | Feb 04, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 129,510 | 3,485 | 0.14% | 0.14% | 546 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 106,834 | 3,484 | 0.55% | 0.29% | 548 | +55,250 | 107.11% | Q4 2025 | Jan 23, 2026 |
| Ciovacco Capital Management LLC | History | Added to | 106,782 | 3,483 | 1.74% | 1.67% | 549 | +2,706 | 2.6% | Q4 2025 | Feb 09, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 106,746 | 3,482 | 0.42% | 0.39% | 550 | +4,134 | 4.03% | Q4 2025 | Feb 13, 2026 |
| Wedmont Private Capital | History | Added to | 105,724 | 3,480 | 0.12% | 0.09% | 551 | +33,050 | 45.48% | Q4 2025 | Jan 08, 2026 |
| Bawa N Mallick Trust | History | No change | 106,520 | 3,474 | 1.29% | 1.29% | 552 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Avestar Capital, LLC | History | Added to | 105,727 | 3,448 | 0.22% | 0.22% | 553 | +63 | 0.06% | Q4 2025 | Feb 10, 2026 |
| Revisor Wealth Management LLC | History | Added to | 106,868 | 3,439 | 0.92% | 1.11% | 554 | +7,724 | 7.79% | Q4 2025 | Jan 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 105,376 | 3,437 | 0.06% | 0.07% | 555 | -4,406 | -4.01% | Q4 2025 | Jan 16, 2026 |
| Columbus Macro, LLC | History | Added to | 105,121 | 3,429 | 0.38% | 0.27% | 556 | +32,008 | 43.78% | Q4 2025 | Jan 15, 2026 |
| Elgethun Capital Management | History | Reduced | 104,946 | 3,423 | 0.59% | 0.61% | 557 | -127 | -0.12% | Q4 2025 | Feb 10, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 104,539 | 3,410 | 0.49% | 0.47% | 558 | +10,342 | 10.98% | Q4 2025 | Jan 27, 2026 |
| Capital CS Group, LLC | History | Added to | 104,325 | 3,403 | 5.24% | 5.05% | 559 | +4,064 | 4.05% | Q4 2025 | Jan 09, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 103,763 | 3,384 | 0.27% | 0.27% | 560 | -338 | -0.32% | Q4 2025 | Feb 06, 2026 |
| Oxinas Partners, LLC | History | Reduced | 103,478 | 3,375 | 1.62% | 1.78% | 561 | -834 | -0.8% | Q4 2025 | Jan 26, 2026 |
| Alliance Wealth Management Group | History | Reduced | 102,171 | 3,332 | 0.73% | 0.73% | 562 | -23 | -0.02% | Q4 2025 | Jan 21, 2026 |
| Towercrest Capital Management | History | Reduced | 102,171 | 3,332 | 0.53% | 0.52% | 563 | -23 | -0.02% | Q4 2025 | Jan 21, 2026 |
| NWAM LLC | History | Reduced | 101,348 | 3,292 | 0.18% | 0.2% | 564 | -13,656 | -11.87% | Q4 2025 | Feb 04, 2026 |
| Clearview Wealth Advisors LLC | History | Reduced | 100,351 | 3,273 | 2.07% | 2.06% | 565 | -358 | -0.36% | Q4 2025 | Feb 17, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | New | 99,854 | 3,257 | 0.9% | — | 566 | +99,854 | New | Q4 2025 | Jan 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 98,517 | 3,213 | 0.14% | 0.11% | 567 | +18,876 | 23.7% | Q4 2025 | Feb 10, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 98,286 | 3,206 | 0.75% | — | 568 | +98,286 | New | Q4 2025 | Mar 23, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 119,038 | 3,203 | 1.29% | 1.3% | 569 | -325 | -0.27% | Q4 2025 | Jan 14, 2026 |
| Avant Capital LLC | History | Reduced | 98,039 | 3,198 | 2.2% | 2.22% | 570 | -1,060 | -1.07% | Q4 2025 | Feb 13, 2026 |
| Allen Capital Group, LLC | History | Added to | 96,936 | 3,162 | 0.29% | 0.27% | 571 | +7,223 | 8.05% | Q4 2025 | Feb 09, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 96,452 | 3,146 | 0.88% | 0.95% | 572 | -9,420 | -8.9% | Q4 2025 | Feb 11, 2026 |
| LongView Wealth Management | History | Added to | 95,570 | 3,145 | 0.76% | 0.38% | 573 | +51,218 | 115.48% | Q4 2025 | Jan 13, 2026 |
| AllGen Financial Advisors, Inc. | History | Reduced | 95,768 | 3,123 | 0.74% | 0.85% | 574 | -12,154 | -11.26% | Q4 2025 | Jan 22, 2026 |
| Heirloom Wealth Management | History | Added to | 95,555 | 3,117 | 0.72% | 0.71% | 575 | +3,103 | 3.36% | Q4 2025 | Jan 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 95,181 | 3,104 | 0.06% | 0.01% | 576 | +75,520 | 384.11% | Q4 2025 | Feb 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 94,077 | 3,068 | 0.27% | 0.31% | 577 | -689 | -0.73% | Q4 2025 | Jan 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 93,809 | 3,060 | 0.04% | 0.15% | 578 | -150,664 | -61.63% | Q4 2025 | Feb 06, 2026 |
| BCS Wealth Management | History | Added to | 93,400 | 3,046 | 0.31% | 0.34% | 579 | +45,545 | 95.17% | Q4 2025 | Jan 26, 2026 |
| Santori & Peters, Inc. | History | Added to | 92,778 | 3,026 | 1.03% | 1.06% | 580 | +125 | 0.13% | Q4 2025 | Jan 15, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 92,185 | 3,007 | 1.12% | 1.18% | 582 | -742 | -0.8% | Q4 2025 | Jan 21, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 92,208 | 3,007 | 0.52% | 0.51% | 581 | +13 | 0.01% | Q4 2025 | Jan 26, 2026 |
| JT Stratford LLC | History | Added to | 92,069 | 3,003 | 0.39% | 0.39% | 583 | +832 | 0.91% | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 91,807 | 2,994 | 0.06% | 0.05% | 584 | +12,820 | 16.23% | Q4 2025 | Feb 06, 2026 |
| Modern Wealth Management, LLC | History | Added to | 90,089 | 2,938 | 0.05% | 0.01% | 585 | +77,401 | 610.03% | Q4 2025 | Feb 17, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 89,814 | 2,929 | 0.05% | 0.01% | 586 | +63,802 | 245.28% | Q4 2025 | Jan 13, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 89,639 | 2,924 | 1.46% | 1.52% | 587 | -2,613 | -2.83% | Q4 2025 | Feb 04, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 88,669 | 2,892 | 0.64% | 0.65% | 588 | +420 | 0.48% | Q4 2025 | Jan 12, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 87,774 | 2,878 | 2.67% | — | 589 | +87,774 | New | Q4 2025 | Feb 18, 2026 |
| Spire Wealth Management | History | Added to | 87,745 | 2,862 | 0.1% | 0.08% | 590 | +10,072 | 12.97% | Q4 2025 | Jan 14, 2026 |
| WESPAC Advisors, LLC | History | Added to | 87,684 | 2,860 | 1.55% | 0.65% | 591 | +52,870 | 151.86% | Q4 2025 | Jan 14, 2026 |
| Highland Financial Advisors, LLC | History | No change | 86,312 | 2,815 | 0.78% | 0.79% | 592 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 86,048 | 2,806 | 0.15% | 0.16% | 593 | +4 | 0.0% | Q4 2025 | Jan 23, 2026 |
| True Vision MN LLC | History | Added to | 85,311 | 2,782 | 1.41% | 1.41% | 594 | +522 | 0.62% | Q4 2025 | Jan 14, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Reduced | 85,082 | 2,775 | 0.19% | 0.19% | 595 | -1,500 | -1.73% | Q4 2025 | Jan 13, 2026 |
| United Advisor Group, LLC | History | Reduced | 84,683 | 2,762 | 0.34% | 0.37% | 596 | -690 | -0.81% | Q4 2025 | Jan 26, 2026 |
| Ocean Park Asset Management, LLC | History | New | 84,396 | 2,752 | 0.13% | — | 598 | +84,396 | New | Q4 2025 | Jan 15, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 84,395 | 2,752 | 1.78% | — | 599 | +84,395 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 84,377 | 2,752 | 0.0% | 0.01% | 597 | -10,641 | -11.2% | Q4 2025 | Feb 12, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 84,206 | 2,746 | 0.08% | 0.08% | 600 | -475 | -0.56% | Q4 2025 | Feb 13, 2026 |
| TFR Capital, LLC. | History | Added to | 84,070 | 2,742 | 0.91% | 0.88% | 601 | +1,822 | 2.22% | Q4 2025 | Jan 27, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 83,609 | 2,727 | 1.46% | 1.5% | 602 | -1,888 | -2.21% | Q4 2025 | Feb 24, 2026 |
| Millennium Capital Advisors, LLC | History | Reduced | 83,386 | 2,720 | 1.6% | 1.87% | 603 | -13,760 | -14.16% | Q4 2025 | Feb 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 83,134 | 2,711 | 0.29% | 0.34% | 604 | -14,678 | -15.01% | Q4 2025 | Feb 18, 2026 |
| Prospera Financial Services Inc | History | Added to | 81,805 | 2,668 | 0.04% | 0.04% | 605 | +49 | 0.06% | Q4 2025 | Feb 09, 2026 |
| Hurley Capital, LLC | History | Added to | 81,742 | 2,666 | 1.49% | 1.47% | 606 | +68 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Smithfield Trust Co | History | Reduced | 81,657 | 2,664 | 0.12% | 0.12% | 607 | -1,089 | -1.32% | Q4 2025 | Feb 09, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 81,492 | 2,658 | 0.72% | 0.43% | 608 | -2,177 | -2.6% | Q4 2025 | Jan 27, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 81,085 | 2,644 | 0.87% | 0.92% | 609 | +2,385 | 3.03% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 80,812 | 2,636 | 0.0% | 51.05% | 610 | -263,796 | -76.55% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 80,720 | 2,633 | 0.07% | 0.06% | 611 | +7,203 | 9.8% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 80,135 | 2,614 | 0.06% | 0.0% | 612 | +80,088 | 170400.0% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 79,210 | 2,583 | 0.06% | 0.07% | 613 | +14,912 | 23.19% | Q4 2025 | Feb 05, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 79,142 | 2,581 | 0.75% | 0.75% | 614 | -1,436 | -1.78% | Q4 2025 | Feb 12, 2026 |
| FOCUSED ALPHA, LLC | History | New | 79,048 | 2,578 | 0.76% | — | 615 | +79,048 | New | Q4 2025 | Feb 13, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 78,950 | 2,575 | 2.09% | 2.15% | 616 | -60 | -0.08% | Q4 2025 | Jan 14, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 78,532 | 2,564 | 1.19% | 1.22% | 617 | +2,081 | 2.72% | Q4 2025 | Jan 22, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 78,070 | 2,546 | 1.49% | 1.51% | 618 | -3,008 | -3.71% | Q4 2025 | Jan 21, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 81,395 | 2,532 | 0.06% | 0.06% | 619 | +786 | 0.98% | Q4 2025 | Feb 09, 2026 |
| Tactive Advisors, LLC | History | Added to | 77,144 | 2,516 | 0.74% | 0.6% | 620 | +10,089 | 15.05% | Q4 2025 | Jan 09, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 76,739 | 2,503 | 0.2% | 0.19% | 621 | +7,157 | 10.29% | Q4 2025 | Jan 23, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 76,154 | 2,484 | 1.64% | 1.63% | 622 | +1,581 | 2.12% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 76,004 | 2,479 | 0.0% | 0.0% | 623 | +2,616 | 3.56% | Q4 2025 | Feb 10, 2026 |
| Strategic Advocates LLC | History | Reduced | 75,085 | 2,468 | 0.63% | 0.62% | 624 | -1 | -0.0% | Q4 2025 | Feb 11, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 75,629 | 2,467 | 0.27% | 0.25% | 625 | +3,088 | 4.26% | Q4 2025 | Jan 29, 2026 |
| Old Port Advisors | History | Reduced | 75,400 | 2,459 | 0.6% | 0.62% | 626 | -2,494 | -3.2% | Q4 2025 | Jan 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 75,115 | 2,450 | 0.13% | 0.13% | 627 | +1,297 | 1.76% | Q4 2025 | Feb 05, 2026 |
| Michels Family Financial, LLC | History | Added to | 74,912 | 2,443 | 1.79% | 1.78% | 628 | +3,089 | 4.3% | Q4 2025 | Feb 19, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 74,707 | 2,436 | 0.43% | 0.41% | 629 | +312 | 0.42% | Q4 2025 | Jan 27, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 74,059 | 2,415 | 1.74% | 2.3% | 630 | -32,623 | -30.58% | Q4 2025 | Mar 12, 2026 |
| Ballast Financial Advisors LLC | History | New | 74,006 | 2,414 | 2.49% | — | 632 | +74,006 | New | Q4 2025 | Feb 17, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 74,027 | 2,414 | 1.1% | 1.11% | 631 | -643 | -0.86% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 73,910 | 2,410 | 0.17% | 0.18% | 633 | +2,674 | 3.75% | Q4 2025 | Jan 21, 2026 |
| WealthPoint Financial, LLC | History | New | 73,756 | 2,405 | 2.09% | — | 634 | +73,756 | New | Q4 2025 | Feb 19, 2026 |
| Strategic Advisors LLC | History | Reduced | 73,434 | 2,395 | 0.38% | 0.38% | 635 | -489 | -0.66% | Q4 2025 | Feb 10, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 73,302 | 2,391 | 0.04% | 0.04% | 636 | -646 | -0.87% | Q4 2025 | Jan 28, 2026 |
| Thayer Financial, L.L.C. | History | New | 72,804 | 2,374 | 2.51% | — | 637 | +72,804 | New | Q4 2025 | Jan 12, 2026 |
| BG Investment Services, LLC | History | Added to | 72,677 | 2,370 | 2.11% | 1.63% | 638 | +20,817 | 40.14% | Q4 2025 | Feb 05, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 72,625 | 2,369 | 0.41% | 0.39% | 639 | -55 | -0.08% | Q4 2025 | Feb 17, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 72,057 | 2,350 | 3.48% | 3.15% | 640 | -681,350 | -90.44% | Q4 2025 | Feb 18, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 71,980 | 2,348 | 0.15% | 0.15% | 641 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 71,860 | 2,344 | 0.04% | 0.05% | 642 | -26,321 | -26.81% | Q4 2025 | Jan 20, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 71,812 | 2,342 | 0.56% | 0.81% | 643 | -28,991 | -28.76% | Q4 2025 | Jan 15, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 71,721 | 2,339 | 1.16% | 1.18% | 644 | -503 | -0.7% | Q4 2025 | Jan 23, 2026 |
| RDA Financial Network | History | Added to | 71,691 | 2,338 | 0.56% | 0.45% | 645 | +14,229 | 24.76% | Q4 2025 | Jan 06, 2026 |
| Net Worth Advisory Group | History | New | 71,138 | 2,320 | 0.47% | — | 646 | +71,138 | New | Q4 2025 | Jan 14, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 70,886 | 2,312 | 0.71% | 0.75% | 647 | -1,974 | -2.71% | Q4 2025 | Feb 12, 2026 |
| Montis Financial, LLC | History | Reduced | 70,849 | 2,311 | 0.46% | 0.54% | 648 | -2,603 | -3.54% | Q4 2025 | Feb 11, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 78,037 | 2,310 | 0.41% | — | 649 | +78,037 | New | Q4 2025 | Jan 14, 2026 |
| KINTRA WEALTH, LLC | History | New | 70,788 | 2,309 | 0.32% | — | 650 | +70,788 | New | Q4 2025 | Feb 18, 2026 |
| Apriem Advisors | History | Reduced | 70,114 | 2,287 | 0.21% | 0.23% | 651 | -7,467 | -9.62% | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 69,871 | 2,279 | 0.33% | 0.34% | 652 | -1,272 | -1.79% | Q4 2025 | Feb 09, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 69,502 | 2,267 | 0.29% | — | 653 | +69,502 | New | Q4 2025 | Jan 27, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 69,503 | 2,267 | 1.47% | 1.74% | 654 | +2,319 | 3.45% | Q4 2025 | Jan 26, 2026 |
| Atlas Wealth Partners, LLC | History | Added to | 69,439 | 2,265 | 2.49% | 2.2% | 655 | +2,026 | 3.01% | Q4 2025 | Jan 26, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 69,026 | 2,252 | 0.15% | 0.15% | 656 | -300 | -0.43% | Q4 2025 | Jan 09, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 68,494 | 2,234 | 0.79% | 0.86% | 657 | -7,161 | -9.47% | Q4 2025 | Jan 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 68,331 | 2,228 | 0.14% | 0.12% | 658 | +16,085 | 30.79% | Q4 2025 | Feb 11, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 68,306 | 2,228 | 0.25% | 0.26% | 659 | -843 | -1.22% | Q4 2025 | Jan 29, 2026 |
| Chesley Taft & Associates LLC | History | No change | 68,203 | 2,224 | 0.09% | 0.09% | 660 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| American Trust | History | Reduced | 67,923 | 2,215 | 0.19% | 0.37% | 661 | -69,139 | -50.44% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 67,187 | 2,191 | 0.08% | 0.08% | 662 | +25 | 0.04% | Q4 2025 | Feb 02, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 67,014 | 2,185 | 0.1% | 0.08% | 663 | +12,631 | 23.23% | Q4 2025 | Jan 29, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 66,924 | 2,183 | 1.49% | 1.72% | 664 | -8,216 | -10.93% | Q4 2025 | Feb 09, 2026 |
| Crescent Sterling, Ltd. | History | Reduced | 66,502 | 2,169 | 2.22% | 2.25% | 665 | -490 | -0.73% | Q4 2025 | Jan 07, 2026 |
| Westmount Partners, LLC | History | Added to | 66,447 | 2,167 | 0.54% | 0.54% | 666 | +1,781 | 2.75% | Q4 2025 | Jan 15, 2026 |
| Catalyst Investment Management LLC | History | New | 66,351 | 2,164 | 2.05% | — | 667 | +66,351 | New | Q4 2025 | Feb 20, 2026 |
| BROWN ADVISORY INC | History | Added to | 65,314 | 2,130 | 0.0% | 0.0% | 668 | +7,072 | 12.14% | Q4 2025 | Feb 13, 2026 |
| Rothschild Wealth LLC | History | New | 65,246 | 2,128 | 0.2% | — | 669 | +65,246 | New | Q4 2025 | Feb 17, 2026 |
| Park Place Capital Corp | History | Added to | 65,028 | 2,121 | 0.44% | 0.44% | 670 | +274 | 0.42% | Q4 2025 | Jan 09, 2026 |
| Payne Capital LLC | History | Added to | 64,733 | 2,111 | 2.15% | 1.9% | 671 | +5,854 | 9.94% | Q4 2025 | Jan 20, 2026 |
| Indie Asset Partners, LLC | History | No change | 64,224 | 2,094 | 2.33% | 2.73% | 672 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 63,988 | 2,087 | 0.04% | 0.04% | 673 | +2,641 | 4.31% | Q4 2025 | Feb 19, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 63,833 | 2,082 | 1.81% | 1.8% | 674 | -1,963 | -2.98% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 63,530 | 2,072 | 0.03% | 0.03% | 675 | +1,098 | 1.76% | Q4 2025 | Jan 13, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 63,343 | 2,066 | 0.67% | 0.83% | 676 | -17,065 | -21.22% | Q4 2025 | Jan 30, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 62,791 | 2,048 | 0.15% | 0.19% | 677 | -15,471 | -19.77% | Q4 2025 | Feb 10, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 62,159 | 2,027 | 0.44% | 0.37% | 679 | +9,725 | 18.55% | Q4 2025 | Jan 26, 2026 |
| Carnegie Investment Counsel | History | Added to | 62,165 | 2,027 | 0.04% | 0.03% | 678 | +7,265 | 13.23% | Q4 2025 | Jan 23, 2026 |
| K2 Financial Inc. | History | Added to | 61,924 | 2,024 | 1.56% | 1.57% | 680 | +940 | 1.54% | Q4 2025 | Jan 22, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 61,608 | 2,009 | 0.34% | 0.31% | 681 | +5,408 | 9.62% | Q4 2025 | Jan 27, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 61,572 | 2,008 | 0.46% | 0.42% | 682 | +6,548 | 11.9% | Q4 2025 | Jan 23, 2026 |
| Signet Investment Advisory Group, Inc. | History | Reduced | 61,553 | 2,007 | 0.93% | 1.02% | 683 | -5,262 | -7.88% | Q4 2025 | Feb 12, 2026 |
| Destination Wealth Management | History | Added to | 61,483 | 2,005 | 0.05% | 0.04% | 684 | +14,383 | 30.54% | Q4 2025 | Feb 13, 2026 |
| Herold Advisors, Inc. | History | Added to | 60,976 | 1,989 | 0.44% | 0.45% | 685 | +197 | 0.32% | Q4 2025 | Feb 17, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 60,860 | 1,985 | 0.38% | 0.38% | 686 | -214 | -0.35% | Q4 2025 | Feb 11, 2026 |
| IFG Advisory, LLC | History | Reduced | 60,770 | 1,982 | 0.09% | 0.09% | 687 | -4,046 | -6.24% | Q4 2025 | Feb 10, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 60,656 | 1,978 | 0.25% | 0.25% | 688 | +1,120 | 1.88% | Q4 2025 | Feb 13, 2026 |
| Prospect Financial Services LLC | History | Added to | 60,560 | 1,975 | 1.13% | 1.04% | 689 | +3,631 | 6.38% | Q4 2025 | Feb 06, 2026 |
| Rinkey Investments | History | No change | 60,311 | 1,967 | 0.5% | 0.51% | 690 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sachetta, LLC | History | Reduced | 60,171 | 1,962 | 1.07% | 0.72% | 691 | -415 | -0.68% | Q4 2025 | Feb 02, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 60,005 | 1,957 | 0.27% | 0.25% | 692 | +4,325 | 7.77% | Q4 2025 | Jan 21, 2026 |
| Investors Research Corp | History | Reduced | 59,784 | 1,950 | 0.36% | 0.36% | 693 | -483 | -0.8% | Q4 2025 | Jan 06, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 59,669 | 1,946 | 0.99% | 1.06% | 694 | +61 | 0.1% | Q4 2025 | Jan 08, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 59,172 | 1,930 | 0.19% | 0.2% | 695 | +154 | 0.26% | Q4 2025 | Jan 27, 2026 |
| First County Bank /CT/ | History | Added to | 58,900 | 1,921 | 1.01% | 0.91% | 696 | +3,238 | 5.82% | Q4 2025 | Jan 14, 2026 |
| Stewardship Advisors, LLC | History | Added to | 58,808 | 1,918 | 0.44% | 0.44% | 697 | +3 | 0.01% | Q4 2025 | Jan 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 58,679 | 1,914 | 1.23% | 1.27% | 698 | +118 | 0.2% | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 58,555 | 1,910 | 0.16% | 0.09% | 699 | +23,088 | 65.1% | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | Added to | 58,524 | 1,909 | 0.04% | 0.04% | 700 | +712 | 1.23% | Q4 2025 | Feb 04, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 58,288 | 1,901 | 0.26% | 0.26% | 701 | +34 | 0.06% | Q4 2025 | Jan 22, 2026 |
| NewEdge Wealth, LLC | History | Added to | 58,246 | 1,899 | 0.02% | 0.02% | 702 | +22,027 | 60.82% | Q4 2025 | Feb 03, 2026 |
| M Holdings Securities, Inc. | History | New | 57,644 | 1,880 | 0.13% | — | 703 | +57,644 | New | Q4 2025 | Feb 11, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 57,498 | 1,875 | 0.49% | 0.56% | 704 | -1,543 | -2.61% | Q4 2025 | Jan 27, 2026 |
| Opus Financial Solutions LLC | History | New | 57,444 | 1,873 | 1.77% | — | 706 | +57,444 | New | Q4 2025 | Feb 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 57,420 | 1,873 | 0.1% | 0.13% | 705 | -22,411 | -28.07% | Q4 2025 | Feb 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 57,438 | 1,873 | 0.09% | 0.09% | 707 | +771 | 1.36% | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 57,358 | 1,871 | 0.05% | 0.1% | 708 | +7,343 | 14.68% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | Added to | 57,170 | 1,864 | 0.04% | 0.04% | 709 | +59 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 57,120 | 1,863 | 0.37% | 0.38% | 710 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Diversified Trust Co | History | Reduced | 56,443 | 1,841 | 0.03% | 0.09% | 711 | -79,994 | -58.63% | Q4 2025 | Jan 09, 2026 |
| Asset One Wealth Management LLC | History | New | 57,242 | 1,835 | 0.25% | — | 712 | +57,242 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 56,102 | 1,830 | 0.07% | 0.09% | 713 | -19,029 | -25.33% | Q4 2025 | Feb 06, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | New | 56,025 | 1,827 | 0.45% | — | 714 | +56,025 | New | Q4 2025 | Feb 06, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 55,514 | 1,810 | 3.24% | 4.1% | 715 | -7,779 | -12.29% | Q4 2025 | Jan 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 55,339 | 1,805 | 0.03% | 0.02% | 716 | +24,231 | 77.89% | Q4 2025 | Feb 17, 2026 |
| Davis Capital Management | History | Added to | 55,174 | 1,799 | 1.24% | 1.02% | 717 | +9,043 | 19.6% | Q4 2025 | Jan 28, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 54,945 | 1,792 | 0.9% | 0.5% | 718 | +25,926 | 89.34% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 54,634 | 1,782 | 0.01% | 0.01% | 719 | -3,468 | -5.97% | Q4 2025 | Jan 29, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 53,913 | 1,758 | 0.0% | 0.0% | 720 | +2,185 | 4.22% | Q4 2025 | Feb 11, 2026 |
| Indivisible Partners | History | New | 53,059 | 1,730 | 0.19% | — | 721 | +53,059 | New | Q4 2025 | Feb 03, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 52,912 | 1,725 | 0.09% | 0.09% | 722 | +1,179 | 2.28% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 52,693 | 1,718 | 0.04% | 0.05% | 723 | -3,655 | -6.49% | Q4 2025 | Jan 07, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 51,705 | 1,710 | 1.48% | — | 724 | +51,705 | New | Q4 2025 | Feb 10, 2026 |
| Paradigm Capital Management, LLC/NV | History | Added to | 52,366 | 1,708 | 1.59% | 1.47% | 725 | +5,978 | 12.89% | Q4 2025 | Feb 06, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 52,337 | 1,707 | 0.69% | 0.34% | 726 | +27,916 | 114.31% | Q4 2025 | Jan 16, 2026 |
| Cynosure Group, LLC | History | Added to | 52,303 | 1,706 | 0.17% | 0.17% | 727 | +2,487 | 4.99% | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, LLC | History | New | 52,174 | 1,701 | 0.11% | — | 728 | +52,174 | New | Q4 2025 | Feb 10, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 52,081 | 1,698 | 0.71% | 0.74% | 729 | -2,548 | -4.66% | Q4 2025 | Jan 06, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 51,765 | 1,688 | 1.68% | — | 730 | +51,765 | New | Q4 2025 | Feb 19, 2026 |
| SageView Advisory Group, LLC | History | Added to | 51,496 | 1,679 | 0.06% | 0.05% | 731 | +2,012 | 4.07% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 51,359 | 1,675 | 0.08% | 0.07% | 732 | +9,242 | 21.94% | Q4 2025 | Feb 05, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 51,273 | 1,672 | 0.88% | — | 733 | +51,273 | New | Q4 2025 | Feb 27, 2026 |
| Vise Technologies, Inc. | History | Added to | 51,074 | 1,666 | 0.03% | 0.02% | 734 | +31,412 | 159.76% | Q4 2025 | Feb 11, 2026 |
| Two West Capital Advisors LLC | History | Added to | 50,989 | 1,663 | 0.97% | 0.93% | 735 | +3,987 | 8.48% | Q4 2025 | Jan 13, 2026 |
| Stonebrook Private Inc. | History | Added to | 50,975 | 1,662 | 0.35% | 0.32% | 736 | +4,026 | 8.58% | Q4 2025 | Feb 11, 2026 |
| Aurora Private Wealth, Inc. | History | New | 51,286 | 1,661 | 1.09% | — | 737 | +51,286 | New | Q4 2025 | Feb 02, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 50,648 | 1,652 | 0.27% | 0.27% | 738 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arista Wealth Management, LLC | History | Added to | 50,491 | 1,647 | 0.2% | 0.2% | 739 | +79 | 0.16% | Q4 2025 | Feb 09, 2026 |
| Twin Cities Retirement Group LLC | History | New | 50,157 | 1,636 | 1.58% | — | 740 | +50,157 | New | Q4 2025 | Feb 09, 2026 |
| Keystone Financial Group | History | Reduced | 49,907 | 1,627 | 0.12% | 0.13% | 741 | -3,293 | -6.19% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 49,845 | 1,625 | 0.02% | 0.02% | 742 | +628 | 1.28% | Q4 2025 | Jan 26, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 49,736 | 1,622 | 2.63% | 2.42% | 743 | -81,986 | -62.24% | Q4 2025 | Jan 22, 2026 |
| Golden State Equity Partners | History | Added to | 49,553 | 1,616 | 0.26% | 0.26% | 744 | +959 | 1.97% | Q4 2025 | Jan 29, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 49,533 | 1,615 | 0.57% | 0.56% | 745 | -132 | -0.27% | Q4 2025 | Feb 05, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 49,466 | 1,613 | 0.84% | 0.7% | 746 | +8,968 | 22.14% | Q4 2025 | Jan 29, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Reduced | 7,848 | 1,612 | 0.78% | 5.13% | 747 | -320,815 | -97.61% | Q4 2025 | Jan 09, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Reduced | 49,365 | 1,610 | 0.79% | 0.79% | 748 | -48 | -0.1% | Q4 2025 | Feb 13, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Reduced | 49,069 | 1,600 | 1.25% | 1.32% | 749 | -5,554 | -10.17% | Q4 2025 | Jan 07, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 49,004 | 1,598 | 0.09% | 0.1% | 750 | -993 | -1.99% | Q4 2025 | Jan 29, 2026 |
| True North Advisors, LLC | History | New | 48,943 | 1,596 | 0.21% | — | 751 | +48,943 | New | Q4 2025 | Jan 22, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 48,782 | 1,591 | 0.21% | 0.19% | 752 | +1,924 | 4.11% | Q4 2025 | Jan 15, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 47,654 | 1,554 | 1.52% | 1.14% | 753 | +10,175 | 27.15% | Q4 2025 | Jan 07, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 47,564 | 1,551 | 0.42% | 0.41% | 754 | +3,535 | 8.03% | Q4 2025 | Jan 26, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 47,159 | 1,538 | 0.89% | 0.95% | 755 | -2,963 | -5.91% | Q4 2025 | Jan 12, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 47,085 | 1,535 | 0.2% | 0.22% | 756 | -6,367 | -11.91% | Q4 2025 | Feb 10, 2026 |
| OneAscent Family Office, LLC | History | Added to | 46,782 | 1,526 | 1.03% | 1.2% | 757 | +683 | 1.48% | Q4 2025 | Feb 11, 2026 |
| GWN SECURITIES INC. | History | Added to | 46,362 | 1,512 | 0.31% | 0.3% | 758 | +6,006 | 14.88% | Q4 2025 | Feb 11, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 46,052 | 1,502 | 0.18% | 0.19% | 759 | -692 | -1.48% | Q4 2025 | Jan 22, 2026 |
| Cloud Capital Management, LLC | History | Reduced | 45,588 | 1,487 | 0.7% | 0.82% | 761 | -3,056 | -6.28% | Q4 2025 | Feb 12, 2026 |
| Accredited Investors Inc. | History | Reduced | 45,593 | 1,487 | 0.08% | 0.08% | 760 | -114 | -0.25% | Q4 2025 | Feb 05, 2026 |
| HUB Investment Partners, LLC | History | Added to | 45,498 | 1,484 | 0.04% | 0.03% | 762 | +19,662 | 76.1% | Q4 2025 | Feb 17, 2026 |
| Great Waters Wealth Management | History | Reduced | 44,915 | 1,465 | 0.16% | 0.17% | 763 | -626 | -1.37% | Q4 2025 | Jan 15, 2026 |
| Keel Point, LLC | History | Reduced | 44,394 | 1,448 | 0.09% | 0.09% | 764 | -2,042 | -4.4% | Q4 2025 | Feb 12, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 44,578 | 1,440 | 0.67% | 0.94% | 765 | -3,065 | -6.43% | Q4 2025 | Jan 26, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 43,857 | 1,430 | 0.01% | 0.01% | 766 | +18,442 | 72.56% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 43,849 | 1,430 | 0.05% | 0.05% | 767 | +4,523 | 11.5% | Q4 2025 | Jan 21, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | Reduced | 43,714 | 1,426 | 0.96% | 0.91% | 768 | -257 | -0.58% | Q4 2025 | Jan 26, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 43,416 | 1,416 | 0.09% | 0.09% | 769 | +2,800 | 6.89% | Q4 2025 | Jan 21, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 43,384 | 1,415 | 0.37% | 0.37% | 770 | +4 | 0.01% | Q4 2025 | Jan 07, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 42,866 | 1,398 | 0.92% | — | 771 | +42,866 | New | Q4 2025 | Feb 17, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 44,685 | 1,390 | 0.62% | 0.69% | 772 | +445 | 1.01% | Q4 2025 | Feb 09, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 42,468 | 1,385 | 0.6% | 0.56% | 773 | +1,751 | 4.3% | Q4 2025 | Jan 23, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 42,260 | 1,378 | 0.02% | 0.02% | 774 | +487 | 1.17% | Q4 2025 | Jan 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 41,988 | 1,369 | 0.11% | 0.08% | 775 | +15,493 | 58.48% | Q4 2025 | Jan 13, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 41,782 | 1,362 | 0.09% | 0.09% | 776 | +1,084 | 2.66% | Q4 2025 | Jan 26, 2026 |
| Modus Advisors, LLC | History | Reduced | 41,571 | 1,356 | 0.36% | 0.42% | 777 | -6,626 | -13.75% | Q4 2025 | Feb 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 41,506 | 1,353 | 0.33% | 0.35% | 778 | +11 | 0.03% | Q4 2025 | Feb 27, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 41,444 | 1,351 | 0.28% | 0.03% | 779 | +37,198 | 876.07% | Q4 2025 | Jan 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 41,429 | 1,351 | 0.08% | 0.13% | 780 | +183 | 0.44% | Q4 2025 | Jan 29, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 41,203 | 1,344 | 0.04% | 0.04% | 781 | +2,926 | 7.64% | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 41,185 | 1,343 | 0.18% | — | 782 | +41,185 | New | Q4 2025 | Feb 04, 2026 |
| Gilbert & Cook, Inc. | History | No change | 41,102 | 1,340 | 0.17% | 0.17% | 783 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 40,974 | 1,336 | 0.07% | 0.07% | 784 | +287 | 0.71% | Q4 2025 | Jan 20, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 40,755 | 1,329 | 0.18% | 0.41% | 785 | -1,812 | -4.26% | Q4 2025 | Feb 17, 2026 |
| KLCM Advisors, Inc. | History | New | 40,463 | 1,319 | 0.11% | — | 786 | +40,463 | New | Q4 2025 | Feb 04, 2026 |
| Fusion Capital, LLC | History | Reduced | 39,940 | 1,302 | 0.37% | 0.39% | 787 | -279 | -0.69% | Q4 2025 | Feb 04, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 39,874 | 1,300 | 0.05% | 0.06% | 788 | -313 | -0.78% | Q4 2025 | Feb 11, 2026 |
| Cambria Investment Management, L.P. | History | New | 39,784 | 1,297 | 0.08% | — | 789 | +39,784 | New | Q4 2025 | Feb 17, 2026 |
| Capital Square, LLC | History | Added to | 39,742 | 1,296 | 0.66% | 0.61% | 790 | +2,054 | 5.45% | Q4 2025 | Feb 13, 2026 |
| CGN Advisors LLC | History | Reduced | 39,500 | 1,288 | 0.1% | 0.11% | 791 | -759 | -1.89% | Q4 2025 | Jan 05, 2026 |
| Asset Management Group, Inc. | History | Added to | 38,312 | 1,249 | 0.2% | 0.2% | 792 | +37 | 0.1% | Q4 2025 | Feb 17, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 38,126 | 1,243 | 0.62% | 0.75% | 793 | -4,618 | -10.8% | Q4 2025 | Jan 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 38,080 | 1,242 | 0.02% | 0.02% | 794 | +4 | 0.01% | Q4 2025 | Feb 05, 2026 |
| ASPIRIANT, LLC | History | Added to | 37,698 | 1,229 | 0.04% | 0.03% | 795 | +7,050 | 23.0% | Q4 2025 | Jan 20, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 37,331 | 1,218 | 0.46% | 0.46% | 796 | +32 | 0.09% | Q4 2025 | Jan 23, 2026 |
| Evercore Wealth Management, LLC | History | No change | 37,120 | 1,210 | 0.02% | 0.02% | 797 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 37,042 | 1,208 | 0.4% | 0.37% | 798 | +2,836 | 8.29% | Q4 2025 | Feb 11, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 36,983 | 1,206 | 0.31% | 0.32% | 799 | -2,841 | -7.13% | Q4 2025 | Feb 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 36,856 | 1,202 | 0.01% | 0.02% | 800 | -9,913 | -21.2% | Q4 2025 | Jan 28, 2026 |