SCHWAB STRATEGIC TRUST - SCHG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| KRM WEALTH MANAGEMENT L.L.C. | History | New | 792,149 | 25,839 | 14.17% | — | 155 | +792,149 | New | Q4 2025 | Apr 07, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 789,303 | 25,747 | 12.33% | 12.24% | 156 | -6,215 | -0.78% | Q4 2025 | Jan 29, 2026 |
| Persium Advisors, LLC | History | Reduced | 786,524 | 25,656 | 18.51% | 18.65% | 157 | -1,187 | -0.15% | Q4 2025 | Jan 21, 2026 |
| Capital Planning LLC | History | Added to | 788,940 | 25,640 | 7.18% | 7.33% | 158 | +863 | 0.11% | Q4 2025 | Jan 23, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 749,659 | 24,453 | 8.14% | — | 159 | +749,659 | New | Q4 2025 | Mar 27, 2026 |
| Steffes Financial, Ltd. | History | New | 742,727 | 24,227 | 12.65% | — | 160 | +742,727 | New | Q4 2025 | Feb 17, 2026 |
| CERTUITY, LLC | History | Added to | 740,884 | 24,167 | 1.52% | 1.29% | 161 | +153,742 | 26.18% | Q4 2025 | Jan 30, 2026 |
| Harbor Group, Inc. | History | Reduced | 737,190 | 24,047 | 3.6% | 3.97% | 162 | -46,027 | -5.88% | Q4 2025 | Jan 12, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 734,799 | 23,970 | 5.42% | 5.72% | 163 | +15,537 | 2.16% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 729,848 | 23,807 | 1.15% | 1.14% | 164 | -13,426 | -1.81% | Q4 2025 | Jan 20, 2026 |
| SkyOak Wealth, LLC | History | Added to | 729,456 | 23,794 | 4.28% | 4.34% | 165 | +9,159 | 1.27% | Q4 2025 | Feb 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 726,980 | 23,714 | 1.58% | 1.55% | 166 | +22,693 | 3.22% | Q4 2025 | Feb 20, 2026 |
| Meriwether Wealth & Planning, LLC | History | Reduced | 721,921 | 23,549 | 13.28% | 13.35% | 167 | -359 | -0.05% | Q4 2025 | Jan 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 714,694 | 23,313 | 0.5% | 0.52% | 168 | -16,508 | -2.26% | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 714,000 | 23,290 | 0.12% | — | 169 | +714,000 | New | Q4 2025 | Feb 18, 2026 |
| LVW Advisors, LLC | History | Reduced | 713,135 | 23,262 | 2.36% | 2.36% | 170 | -9,610 | -1.33% | Q4 2025 | Jan 14, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 710,912 | 23,189 | 13.1% | 13.16% | 171 | -3,286 | -0.46% | Q4 2025 | Jan 26, 2026 |
| DAGCO, INC. | History | Added to | 705,499 | 23,013 | 5.32% | 5.47% | 172 | +24,211 | 3.55% | Q4 2025 | Jan 08, 2026 |
| CDKV HOLDINGS LLC | History | New | 704,550 | 22,982 | 19.22% | — | 173 | +704,550 | New | Q4 2025 | Feb 17, 2026 |
| Seek First Inc. | History | Added to | 703,953 | 22,962 | 15.83% | 16.04% | 174 | +4,941 | 0.71% | Q4 2025 | Jan 30, 2026 |
| Keystone Global Partners, LLC | History | Added to | 698,832 | 22,795 | 10.03% | 9.33% | 175 | +125,144 | 21.81% | Q4 2025 | Jan 14, 2026 |
| Savant Capital, LLC | History | Reduced | 698,653 | 22,790 | 0.13% | 0.14% | 176 | -18,410 | -2.57% | Q4 2025 | Feb 10, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 695,380 | 22,683 | 0.72% | 0.6% | 177 | +105,921 | 17.97% | Q4 2025 | Jan 14, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 692,483 | 22,588 | 3.51% | 3.66% | 178 | -19,282 | -2.71% | Q4 2025 | Jan 21, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 688,103 | 22,445 | 8.34% | 8.17% | 179 | -15,165 | -2.16% | Q4 2025 | Feb 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 687,020 | 22,410 | 0.26% | 0.22% | 180 | +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% | 181 | -15,993 | -2.28% | Q4 2025 | Jan 22, 2026 |
| Souders Financial Advisors | History | Added to | 673,410 | 21,966 | 2.52% | 2.54% | 182 | +3,744 | 0.56% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 672,852 | 21,948 | 0.08% | 0.11% | 183 | -96,273 | -12.52% | Q4 2025 | Feb 18, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 672,540 | 21,938 | 1.43% | 1.48% | 184 | -20,214 | -2.92% | Q4 2025 | Jan 22, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 668,849 | 21,818 | 5.79% | 5.29% | 185 | +14,563 | 2.23% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 668,618 | 21,810 | 0.23% | 0.22% | 186 | +205,704 | 44.44% | Q4 2025 | Jan 23, 2026 |
| RKL Wealth Management LLC | History | Reduced | 667,037 | 21,758 | 1.79% | 1.9% | 187 | -30,026 | -4.31% | Q4 2025 | Feb 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 663,580 | 21,645 | 1.28% | 1.1% | 188 | +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% | 189 | -9,512 | -1.42% | Q4 2025 | Feb 13, 2026 |
| Allegheny Financial Group | History | Added to | 648,755 | 21,162 | 3.13% | 3.86% | 190 | +1,967 | 0.3% | Q4 2025 | Feb 02, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 648,561 | 21,156 | 2.47% | 2.05% | 191 | +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% | 192 | +6,983 | 1.1% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 638,994 | 20,843 | 0.14% | 0.13% | 193 | +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% | 194 | +527,534 | 491.2% | Q4 2025 | Jan 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 631,520 | 20,600 | 0.01% | 0.01% | 195 | +270,424 | 74.89% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 626,865 | 20,448 | 0.51% | 0.55% | 196 | -40,478 | -6.07% | Q4 2025 | Feb 09, 2026 |
| Friday Financial | History | Added to | 625,730 | 20,411 | 7.2% | 7.71% | 197 | +48,444 | 8.39% | Q4 2025 | Jan 09, 2026 |
| LCNB CORP | History | Reduced | 625,100 | 20,390 | 6.83% | 7.22% | 198 | -21,678 | -3.35% | Q4 2025 | Feb 10, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 622,555 | 20,307 | 1.99% | 2.02% | 199 | -11,941 | -1.88% | Q4 2025 | Jan 29, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 617,691 | 20,149 | 4.04% | 4.04% | 200 | +12,663 | 2.09% | Q4 2025 | Feb 11, 2026 |
| Clark Wealth Partners | History | No change | 613,001 | 19,996 | 12.18% | 12.18% | 201 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Members Advisory Group LLC | History | Reduced | 612,202 | 19,970 | 7.53% | 8.69% | 202 | -158,020 | -20.52% | Q4 2025 | Jan 27, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 599,128 | 19,543 | 2.7% | 2.91% | 203 | -12,694 | -2.07% | Q4 2025 | Jan 23, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 608,274 | 19,464 | 12.44% | 11.91% | 204 | +10,178 | 1.7% | Q4 2025 | Feb 11, 2026 |
| Kovack Advisors, Inc. | History | Added to | 595,974 | 19,440 | 0.9% | 1.54% | 205 | +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% | 206 | -20,306 | -3.3% | Q4 2025 | Jan 07, 2026 |
| Atria Investments, Inc | History | Reduced | 592,981 | 19,343 | 0.22% | 0.24% | 207 | -58,851 | -9.03% | Q4 2025 | Feb 05, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 590,099 | 19,249 | 6.34% | 6.1% | 208 | +35,501 | 6.4% | Q4 2025 | Feb 05, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 587,604 | 19,167 | 14.06% | — | 209 | +587,604 | New | Q4 2025 | Jan 28, 2026 |
| Leo Wealth, LLC | History | New | 573,896 | 18,748 | 1.36% | — | 210 | +573,896 | New | Q4 2025 | Jan 21, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 574,679 | 18,746 | 6.76% | 6.97% | 211 | -29,149 | -4.83% | Q4 2025 | Feb 09, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 573,059 | 18,693 | 6.24% | 6.37% | 212 | -6,742 | -1.16% | Q4 2025 | Jan 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 564,995 | 18,430 | 0.02% | 0.02% | 213 | -71,514 | -11.24% | Q4 2025 | Jan 30, 2026 |
| Bogart Wealth, LLC | History | Reduced | 559,724 | 18,258 | 0.73% | 0.73% | 214 | -4,670 | -0.83% | Q4 2025 | Jan 30, 2026 |
| Code Waechter LLC | History | Added to | 550,273 | 17,949 | 11.53% | 9.56% | 215 | +89,388 | 19.39% | Q4 2025 | Jan 26, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 544,206 | 17,915 | 1.81% | 1.82% | 216 | +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% | 217 | +59,645 | 12.28% | Q4 2025 | Feb 17, 2026 |
| Payne Capital Management, LLC | History | Reduced | 544,158 | 17,750 | 5.6% | 5.65% | 218 | -5,823 | -1.06% | Q4 2025 | Feb 02, 2026 |
| Kaizen Financial Strategies | History | Reduced | 543,716 | 17,736 | 7.82% | 8.02% | 219 | -3,485 | -0.64% | Q4 2025 | Jan 21, 2026 |
| DAHRING {-} CUSMANO LLC | History | Added to | 534,982 | 17,451 | 12.14% | 11.87% | 220 | +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% | 221 | +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% | 222 | +22,771 | 4.48% | Q4 2025 | Jan 22, 2026 |
| Advisory Services Network, LLC | History | Reduced | 518,474 | 16,912 | 0.24% | 0.25% | 223 | -17,891 | -3.34% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Reduced | 518,168 | 16,907 | 1.86% | 1.98% | 224 | -27,700 | -5.07% | Q4 2025 | Feb 03, 2026 |
| FMR LLC | History | Added to | 518,217 | 16,904 | 0.0% | 0.0% | 225 | +45,670 | 9.66% | Q4 2025 | Feb 17, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 517,410 | 16,877 | 1.12% | 1.18% | 226 | -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% | 227 | +9,553 | 1.83% | Q4 2025 | Feb 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 511,830 | 16,695 | 0.34% | 0.37% | 228 | -6,223 | -1.2% | Q4 2025 | Feb 09, 2026 |
| JBGlobal.com LLC | History | New | 562,709 | 16,661 | 20.98% | — | 229 | +562,709 | New | Q4 2025 | Jan 06, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 507,999 | 16,570 | 1.14% | 1.16% | 230 | +12,618 | 2.55% | Q4 2025 | Jan 16, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 506,263 | 16,514 | 3.16% | 3.17% | 231 | -10,640 | -2.06% | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 498,962 | 16,276 | 0.23% | 0.19% | 232 | +7,401 | 1.51% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 491,800 | 16,042 | 0.32% | 0.33% | 233 | -689 | -0.14% | Q4 2025 | Jan 14, 2026 |
| ProVise Management Group, LLC | History | Reduced | 491,091 | 16,019 | 1.14% | 1.19% | 234 | -15,180 | -3.0% | Q4 2025 | Jan 29, 2026 |
| Aspen Wealth Strategies, LLC | History | Reduced | 488,206 | 15,925 | 8.71% | 11.15% | 235 | -140,558 | -22.35% | Q4 2025 | Jan 28, 2026 |
| CHOREO, LLC | History | Reduced | 481,355 | 15,826 | 0.2% | 0.2% | 236 | -5,722 | -1.17% | Q4 2025 | Jan 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 482,907 | 15,752 | 0.21% | 0.2% | 237 | +47,368 | 10.88% | Q4 2025 | Feb 10, 2026 |
| Team Financial Group, LLC | History | Added to | 482,490 | 15,738 | 7.14% | 7.05% | 238 | +5,855 | 1.23% | Q4 2025 | Jan 13, 2026 |
| Clay Northam Wealth Management, LLC | History | Reduced | 481,666 | 15,711 | 8.73% | 8.81% | 239 | -1,815 | -0.38% | Q4 2025 | Feb 17, 2026 |
| IFS Advisors, LLC | History | Added to | 480,513 | 15,674 | 8.14% | 7.37% | 240 | +86,058 | 21.82% | Q4 2025 | Jan 09, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 477,426 | 15,573 | 1.75% | 1.79% | 241 | -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% | 242 | +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% | 243 | +10,698 | 2.3% | Q4 2025 | Feb 11, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 473,627 | 15,449 | 2.11% | 1.92% | 244 | +48,676 | 11.45% | Q4 2025 | Jan 23, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 473,529 | 15,446 | 0.56% | 0.71% | 245 | -2,701 | -0.57% | Q4 2025 | Feb 09, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 472,177 | 15,402 | 0.76% | 0.81% | 246 | -20,970 | -4.25% | Q4 2025 | Feb 11, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 469,427 | 15,312 | 0.22% | 0.25% | 247 | -34,451 | -6.84% | Q4 2025 | Feb 09, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 468,030 | 15,267 | 5.07% | 4.87% | 248 | +27,492 | 6.24% | Q4 2025 | Feb 11, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 466,953 | 15,231 | 9.46% | 9.48% | 249 | -10,191 | -2.14% | Q4 2025 | Jan 20, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 466,804 | 15,227 | 2.76% | 2.9% | 250 | +386 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Martel Wealth Advisors Inc | History | Reduced | 463,758 | 15,127 | 2.58% | 2.68% | 251 | -16,549 | -3.45% | Q4 2025 | Jan 21, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 459,170 | 14,978 | 4.54% | 4.81% | 252 | -34,012 | -6.9% | Q4 2025 | Feb 10, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 451,937 | 14,742 | 1.73% | 1.72% | 253 | +3,563 | 0.79% | Q4 2025 | Jan 20, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 451,876 | 14,740 | 1.72% | 1.66% | 254 | +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% | 255 | +7,783 | 1.75% | Q4 2025 | Jan 26, 2026 |
| Elite Financial, Inc. | History | Reduced | 443,756 | 14,475 | 6.58% | 6.75% | 256 | -1,692 | -0.38% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 443,615 | 14,470 | 0.09% | 0.09% | 257 | -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% | 258 | +291,756 | 194.48% | Q4 2025 | Feb 09, 2026 |
| Oasis Advisors, LLC | History | New | 440,608 | 14,372 | 7.62% | — | 259 | +440,608 | New | Q4 2025 | Apr 07, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 435,675 | 14,211 | 6.06% | 6.02% | 260 | -3,480 | -0.79% | Q4 2025 | Jan 22, 2026 |
| Prosperitas Financial LLC | History | Reduced | 433,083 | 14,127 | 5.49% | 5.78% | 261 | -3,715 | -0.85% | Q4 2025 | Feb 04, 2026 |
| Schaeffer Financial LLC | History | Added to | 427,396 | 13,941 | 12.17% | 12.33% | 262 | +1,274 | 0.3% | Q4 2025 | Jan 30, 2026 |
| One Capital Management, LLC | History | Reduced | 419,379 | 13,680 | 0.41% | 0.46% | 263 | -35,724 | -7.85% | Q4 2025 | Feb 10, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 413,578 | 13,490 | 0.59% | 0.61% | 264 | -34,009 | -7.6% | Q4 2025 | Feb 17, 2026 |
| Broadleaf Partners, LLC | History | Reduced | 410,305 | 13,384 | 2.82% | 2.73% | 265 | -192 | -0.05% | Q4 2025 | Feb 13, 2026 |
| Juno Financial Group LLC | History | New | 410,137 | 13,378 | 5.36% | — | 266 | +410,137 | New | Q4 2025 | Jan 28, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 408,745 | 13,333 | 2.47% | 2.47% | 267 | +17,142 | 4.38% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 408,123 | 13,312 | 0.02% | 0.1% | 268 | -1,755,600 | -81.14% | Q4 2025 | Feb 17, 2026 |
| Accel Wealth Management | History | Added to | 407,461 | 13,291 | 3.64% | 3.61% | 269 | +18,003 | 4.62% | Q4 2025 | Jan 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 406,534 | 13,261 | 0.15% | 0.13% | 270 | +56,947 | 16.29% | Q4 2025 | Jan 20, 2026 |
| Peak Wealth Management LLC | History | New | 405,313 | 13,221 | 11.05% | — | 271 | +405,313 | New | Q4 2025 | Feb 04, 2026 |
| Opes Wealth Management LLC | History | Reduced | 403,512 | 13,162 | 2.15% | 2.27% | 272 | -7,085 | -1.73% | Q4 2025 | Feb 02, 2026 |
| CVA Family Office, LLC | History | Added to | 403,007 | 13,146 | 1.51% | 0.96% | 273 | +169,224 | 72.39% | Q4 2025 | Jan 12, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 402,382 | 13,125 | 3.84% | 3.87% | 274 | -6,994 | -1.71% | Q4 2025 | Feb 09, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 402,174 | 13,118 | 3.69% | 3.7% | 275 | -5,050 | -1.24% | Q4 2025 | Feb 09, 2026 |
| Portus Wealth Advisors, LLC | History | Added to | 397,075 | 12,952 | 12.22% | 12.51% | 276 | +3,929 | 1.0% | Q4 2025 | Jan 27, 2026 |
| WIN ADVISORS, INC | History | Reduced | 393,448 | 12,834 | 5.45% | 10.99% | 277 | -314,123 | -44.39% | Q4 2025 | Feb 04, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 392,609 | 12,806 | 6.03% | 8.97% | 278 | -130,259 | -24.91% | Q4 2025 | Feb 09, 2026 |
| PFG Advisors | History | Added to | 391,406 | 12,767 | 0.62% | 0.42% | 279 | +69,194 | 21.47% | Q4 2025 | Jan 27, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 391,383 | 12,766 | 1.43% | 1.53% | 280 | -10,178 | -2.53% | Q4 2025 | Feb 17, 2026 |
| GPM Growth Investors, Inc. | History | Reduced | 390,308 | 12,731 | 4.96% | 5.66% | 281 | -70,989 | -15.39% | Q4 2025 | Jan 30, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 386,112 | 12,594 | 13.51% | 13.61% | 282 | -25,899 | -6.29% | Q4 2025 | Feb 09, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 380,558 | 12,413 | 3.21% | 3.19% | 283 | -2,933 | -0.76% | Q4 2025 | Jan 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 379,261 | 12,371 | 0.02% | 0.02% | 284 | +157,109 | 70.72% | Q4 2025 | Feb 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 376,500 | 12,281 | 1.8% | 1.75% | 285 | +10,656 | 2.91% | Q4 2025 | Feb 10, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 373,683 | 12,189 | 0.79% | 0.81% | 286 | +171 | 0.05% | Q4 2025 | Feb 18, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 375,010 | 12,135 | 6.22% | 6.67% | 287 | -2,348 | -0.62% | Q4 2025 | Jan 27, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 366,625 | 11,959 | 0.53% | 0.53% | 288 | -26,139 | -6.66% | Q4 2025 | Feb 17, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 366,612 | 11,958 | 1.11% | 1.42% | 289 | -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% | 290 | +3,095 | 0.85% | Q4 2025 | Mar 16, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 365,164 | 11,911 | 9.25% | 9.5% | 291 | -18,010 | -4.7% | Q4 2025 | Feb 10, 2026 |
| Powers Advisory Group, LLC | History | Added to | 362,499 | 11,824 | 4.45% | 4.51% | 292 | +7,790 | 2.2% | Q4 2025 | Jan 22, 2026 |
| May Barnhard Investments LLC | History | Reduced | 361,234 | 11,783 | 5.57% | 5.76% | 293 | -28,009 | -7.2% | Q4 2025 | Jan 28, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 360,184 | 11,749 | 2.0% | 2.04% | 294 | -53,662 | -12.97% | Q4 2025 | Jan 29, 2026 |
| Womack Financial LLC | History | Reduced | 360,014 | 11,743 | 8.67% | 8.74% | 295 | -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% | 296 | +14,643 | 4.25% | Q4 2025 | Jan 28, 2026 |
| McCarthy Asset Management, Inc. | History | Added to | 354,388 | 11,560 | 6.03% | 7.06% | 297 | +9,632 | 2.79% | Q4 2025 | Feb 03, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Reduced | 354,124 | 11,551 | 7.34% | 7.95% | 298 | -17,779 | -4.78% | Q4 2025 | Feb 04, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 352,368 | 11,494 | 4.78% | 4.75% | 299 | +5,859 | 1.69% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 351,473 | 11,465 | 0.07% | 0.07% | 300 | -9,558 | -2.65% | Q4 2025 | Jan 26, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 346,554 | 11,304 | 7.64% | 7.17% | 301 | +8,377 | 2.48% | Q4 2025 | Feb 04, 2026 |
| Simplicity Wealth,LLC | History | Added to | 342,626 | 11,176 | 0.67% | 0.56% | 302 | +41,469 | 13.77% | Q4 2025 | Jan 30, 2026 |
| Fairway Financial, LLC | History | Reduced | 341,495 | 11,139 | 8.41% | 8.66% | 303 | -2,826 | -0.82% | Q4 2025 | Feb 04, 2026 |
| L2 Asset Management, LLC | History | Added to | 338,738 | 11,049 | 1.48% | 1.05% | 304 | +111,552 | 49.1% | Q4 2025 | Feb 17, 2026 |
| Maridea Wealth Management LLC | History | Added to | 337,327 | 11,003 | 1.65% | 1.6% | 305 | +19,176 | 6.03% | Q4 2025 | Jan 08, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 336,483 | 10,976 | 0.19% | 0.2% | 306 | -9,686 | -2.8% | Q4 2025 | Jan 22, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 334,413 | 10,908 | 4.77% | 4.89% | 307 | -5,678 | -1.67% | Q4 2025 | Feb 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 331,855 | 10,825 | 3.6% | 3.62% | 308 | -2,691 | -0.8% | Q4 2025 | Jan 23, 2026 |
| Certified Advisory Corp | History | Added to | 331,819 | 10,823 | 0.99% | 0.99% | 309 | +5,206 | 1.59% | Q4 2025 | Jan 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 328,346 | 10,710 | 0.14% | 0.14% | 310 | -2,602 | -0.79% | Q4 2025 | Feb 09, 2026 |
| MBA Advisors LLC | History | Added to | 324,776 | 10,594 | 4.27% | 4.34% | 311 | +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% | 312 | +64,904 | 25.0% | Q4 2025 | Jan 27, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 323,868 | 10,564 | 0.03% | 0.03% | 313 | +379 | 0.12% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 488,208 | 10,505 | 0.25% | 0.26% | 314 | +64,102 | 15.11% | Q4 2025 | Feb 11, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 328,361 | 10,365 | 0.23% | 0.23% | 315 | +842 | 0.26% | Q4 2025 | Feb 04, 2026 |
| BLB&B Advisors, LLC | History | Added to | 317,456 | 10,355 | 0.43% | 0.42% | 316 | +12,296 | 4.03% | Q4 2025 | Jan 26, 2026 |
| MSH Capital Advisors LLC | History | Added to | 315,675 | 10,297 | 2.2% | 2.63% | 317 | +8,595 | 2.8% | Q4 2025 | Feb 09, 2026 |
| Prota Financial, LLC | History | New | 315,580 | 10,294 | 7.41% | — | 318 | +315,580 | New | Q4 2025 | Apr 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 314,904 | 10,272 | 1.12% | 0.78% | 319 | +97,647 | 44.95% | Q4 2025 | Jan 23, 2026 |
| Capital Squared Financial LLC | History | Added to | 314,875 | 10,271 | 8.01% | 8.46% | 320 | +9,098 | 2.98% | Q4 2025 | Apr 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 314,676 | 10,264 | 0.05% | 0.05% | 321 | -2,220 | -0.7% | Q4 2025 | Jan 12, 2026 |
| Royal Fund Management, LLC | History | Added to | 311,174 | 10,151 | 0.92% | 0.43% | 322 | +198,772 | 176.84% | Q4 2025 | Jan 15, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 307,908 | 10,043 | 3.07% | 3.17% | 323 | -2,968 | -0.95% | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 304,469 | 9,931 | 1.35% | — | 324 | +304,469 | New | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 300,942 | 9,894 | 0.37% | 0.58% | 325 | +3,409 | 1.15% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 300,161 | 9,791 | 0.0% | 0.0% | 326 | -83,839 | -21.83% | Q4 2025 | Feb 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 299,751 | 9,777 | 1.07% | 1.11% | 327 | -7,006 | -2.28% | Q4 2025 | Feb 18, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 299,588 | 9,772 | 3.24% | 3.3% | 328 | -9,650 | -3.12% | Q4 2025 | Jan 21, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 299,442 | 9,768 | 3.39% | 3.52% | 329 | +3,691 | 1.25% | Q4 2025 | Jan 21, 2026 |
| &PARTNERS | History | Added to | 297,181 | 9,708 | 0.05% | 0.06% | 330 | +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% | 331 | +253 | 0.09% | Q4 2025 | Jan 21, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 295,244 | 9,630 | 4.12% | 4.37% | 332 | -31,053 | -9.52% | Q4 2025 | Feb 10, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 294,599 | 9,609 | 1.77% | 1.71% | 333 | -6,796 | -2.25% | Q4 2025 | Feb 05, 2026 |
| Bravera Wealth | History | New | 294,223 | 9,597 | 4.81% | — | 334 | +294,223 | New | Q4 2025 | Apr 22, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 292,410 | 9,538 | 2.01% | 2.11% | 335 | -7,307 | -2.44% | Q4 2025 | Jan 07, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 290,712 | 9,485 | 0.1% | 0.11% | 336 | -634 | -0.22% | Q4 2025 | Feb 02, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 289,890 | 9,456 | 1.31% | 1.5% | 337 | -13,876 | -4.57% | Q4 2025 | Jan 09, 2026 |
| Corient Private Wealth LLC | History | Added to | 288,651 | 9,417 | 0.01% | 0.01% | 338 | +161,279 | 126.62% | Q4 2025 | Mar 09, 2026 |
| RFG Advisory, LLC | History | Added to | 285,993 | 9,329 | 0.18% | 0.17% | 339 | +30,162 | 11.79% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 284,074 | 9,266 | 2.69% | 2.14% | 340 | +80,347 | 39.44% | Q4 2025 | Feb 11, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 282,903 | 9,228 | 2.07% | 1.14% | 341 | +128,464 | 83.18% | Q4 2025 | Jan 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 281,865 | 9,194 | 0.04% | 0.05% | 342 | -46,579 | -14.18% | Q4 2025 | Feb 17, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 279,881 | 9,129 | 1.92% | 1.94% | 343 | +4,012 | 1.45% | Q4 2025 | Jan 29, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 278,548 | 9,086 | 0.71% | 0.62% | 344 | +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% | 345 | -122 | -0.04% | Q4 2025 | Feb 06, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 273,958 | 8,936 | 2.69% | 2.75% | 346 | -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% | 347 | +903 | 0.33% | Q4 2025 | Jan 30, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 270,205 | 8,824 | 7.44% | — | 348 | +270,205 | New | Q4 2025 | Jan 20, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 269,431 | 8,788 | 0.31% | 0.31% | 349 | -26 | -0.01% | Q4 2025 | Jan 13, 2026 |
| Brookstone Capital Management | History | Reduced | 264,538 | 8,629 | 0.1% | 0.11% | 350 | -29,921 | -10.16% | Q4 2025 | Jan 15, 2026 |
| RCW Management, LLC | History | New | 262,645 | 8,567 | 8.65% | — | 351 | +262,645 | New | Q4 2025 | Jan 30, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 262,569 | 8,564 | 2.55% | 2.15% | 352 | +47,945 | 22.34% | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 262,178 | 8,552 | 0.32% | 0.12% | 353 | +206,216 | 368.49% | Q4 2025 | Feb 04, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 259,882 | 8,477 | 0.24% | 0.24% | 354 | -4,879 | -1.84% | Q4 2025 | Feb 10, 2026 |
| Entelevest, LLC | History | New | 257,931 | 8,415 | 8.43% | — | 355 | +257,931 | New | Q4 2025 | Feb 11, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 256,488 | 8,366 | 1.64% | 1.43% | 356 | -6,886 | -2.61% | Q4 2025 | Mar 03, 2026 |
| FIDELIS iM, LLC | History | New | 256,045 | 8,352 | 3.24% | — | 357 | +256,045 | New | Q4 2025 | Jan 23, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 255,996 | 8,350 | 2.57% | 0.34% | 358 | +245,003 | 2228.72% | Q4 2025 | Feb 17, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 254,295 | 8,295 | 1.58% | 1.59% | 359 | -691 | -0.27% | Q4 2025 | Jan 21, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 254,119 | 8,289 | 2.75% | 2.75% | 360 | +11,791 | 4.87% | Q4 2025 | Jan 27, 2026 |
| HC Advisors, LLC | History | Added to | 253,826 | 8,279 | 5.73% | 5.15% | 361 | +24,033 | 10.46% | Q4 2025 | Feb 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 253,410 | 8,266 | 0.26% | 0.26% | 362 | +4,976 | 2.0% | Q4 2025 | Jan 30, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 253,503 | 8,238 | 3.2% | 3.63% | 363 | -11,804 | -4.45% | Q4 2025 | Jan 21, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 249,447 | 8,136 | 2.48% | 2.49% | 364 | -5,316 | -2.09% | Q4 2025 | Feb 04, 2026 |
| Tenzing Financial LLC | History | New | 249,052 | 8,124 | 6.59% | — | 365 | +249,052 | New | Q4 2025 | Feb 13, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 245,365 | 8,003 | 5.11% | 5.25% | 366 | -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% | 367 | -23,266 | -8.69% | Q4 2025 | Jan 26, 2026 |
| Snider Financial Group | History | Reduced | 244,141 | 7,963 | 2.12% | 2.19% | 368 | -7,580 | -3.01% | Q4 2025 | Jan 21, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 270,936 | 7,931 | 2.76% | 2.75% | 369 | +2,833 | 1.06% | Q4 2025 | Jan 09, 2026 |
| Betterment LLC | History | Added to | 242,522 | 7,911 | 0.02% | 0.01% | 370 | +11,204 | 4.84% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 242,210 | 7,900 | 0.06% | 0.05% | 371 | +8,898 | 3.81% | Q4 2025 | Feb 13, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 241,264 | 7,870 | 5.45% | 5.68% | 372 | -237 | -0.1% | Q4 2025 | Feb 03, 2026 |
| Bauman Advisory Group, LLC | History | New | 240,386 | 7,841 | 6.32% | — | 373 | +240,386 | New | Q4 2025 | Feb 20, 2026 |
| Selby Wealth Management, LLC | History | New | 236,729 | 7,722 | 3.11% | — | 374 | +236,729 | New | Q4 2025 | Feb 13, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 236,667 | 7,720 | 1.88% | 1.97% | 375 | -7,028 | -2.88% | Q4 2025 | Feb 03, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 235,423 | 7,679 | 0.19% | 0.28% | 376 | -109,128 | -31.67% | Q4 2025 | Feb 17, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 235,257 | 7,674 | 1.74% | 1.68% | 377 | +2,940 | 1.27% | Q4 2025 | Feb 05, 2026 |
| Financially Speaking Inc | History | Reduced | 232,243 | 7,575 | 4.9% | 5.61% | 378 | -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% | 379 | +8,548 | 3.8% | Q4 2025 | Jan 26, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 231,236 | 7,542 | 4.79% | 4.54% | 380 | +12,988 | 5.95% | Q4 2025 | Feb 05, 2026 |
| Truepoint, Inc. | History | Reduced | 231,104 | 7,538 | 0.17% | 0.19% | 381 | -19,007 | -7.6% | Q4 2025 | Feb 11, 2026 |
| SMITH, MOORE & CO. | History | Added to | 230,836 | 7,529 | 0.57% | 0.56% | 382 | +514 | 0.22% | Q4 2025 | Jan 23, 2026 |
| Csenge Advisory Group | History | Added to | 230,572 | 7,521 | 0.34% | 0.35% | 383 | +1,365 | 0.6% | Q4 2025 | Feb 06, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 229,943 | 7,500 | 2.7% | 2.85% | 384 | -6,926 | -2.92% | Q4 2025 | Jan 28, 2026 |
| New Hampshire Trust | History | Added to | 229,865 | 7,498 | 1.46% | 0.74% | 386 | +109,829 | 91.5% | Q4 2025 | Jan 29, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 229,865 | 7,498 | 0.79% | 0.77% | 385 | -1,016 | -0.44% | Q4 2025 | Jan 27, 2026 |
| WPG Advisers, LLC | History | Added to | 229,600 | 7,489 | 5.56% | 4.14% | 387 | +62,160 | 37.12% | Q4 2025 | Jan 28, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 229,546 | 7,487 | 1.39% | 1.36% | 388 | +3,279 | 1.45% | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 229,356 | 7,481 | 0.0% | 0.0% | 389 | +149,256 | 186.34% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 225,847 | 7,367 | 0.18% | 0.17% | 390 | +10,208 | 4.73% | Q4 2025 | Feb 13, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 225,659 | 7,360 | 2.03% | 1.99% | 391 | +2,125 | 0.95% | Q4 2025 | Jan 23, 2026 |
| Gleason Group, Inc. | History | Added to | 224,865 | 7,335 | 0.72% | 0.72% | 392 | +220 | 0.1% | Q4 2025 | Jan 15, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 222,742 | 7,265 | 1.51% | 1.55% | 393 | -2,581 | -1.15% | Q4 2025 | Jan 22, 2026 |
| Claro Advisors Inc. | History | Reduced | 220,905 | 7,205 | 0.98% | 1.1% | 394 | -16,174 | -6.82% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 219,109 | 7,204 | 0.49% | 0.49% | 395 | +14,013 | 6.83% | Q4 2025 | Jan 15, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 219,337 | 7,154 | 6.11% | 6.12% | 396 | +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% | 397 | -31,917 | -12.72% | Q4 2025 | Jan 23, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 215,333 | 7,024 | 0.23% | 0.24% | 398 | -2,261 | -1.04% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 214,986 | 7,012 | 3.09% | 3.01% | 399 | -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% | 400 | +1,682 | 0.79% | Q4 2025 | Jan 26, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 212,471 | 6,930 | 0.67% | 0.69% | 401 | -1,726 | -0.81% | Q4 2025 | Feb 11, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 211,441 | 6,897 | 0.41% | 0.43% | 402 | +13,473 | 6.81% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 210,151 | 6,855 | 0.04% | 0.04% | 403 | -256 | -0.12% | Q4 2025 | Feb 12, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 210,084 | 6,852 | 4.68% | 5.35% | 404 | -14,714 | -6.55% | Q4 2025 | Feb 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 209,672 | 6,839 | 0.39% | 0.39% | 405 | -1,022 | -0.49% | Q4 2025 | Jan 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 208,899 | 6,814 | 0.43% | 0.45% | 406 | -2,736 | -1.29% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 208,433 | 6,799 | 0.09% | 0.09% | 407 | -3,806 | -1.79% | Q4 2025 | Feb 09, 2026 |
| Daybright Advisory Services, Inc. | History | New | 206,642 | 6,740 | 1.8% | — | 408 | +206,642 | New | Q4 2025 | Feb 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 206,299 | 6,729 | 1.5% | 1.51% | 409 | +11,792 | 6.06% | Q4 2025 | Jan 09, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 205,856 | 6,715 | 0.15% | 0.14% | 410 | +16,030 | 8.44% | Q4 2025 | Jan 07, 2026 |
| CX Institutional | History | Added to | 203,270 | 6,631 | 0.2% | 0.19% | 411 | +6,785 | 3.45% | Q4 2025 | Feb 02, 2026 |
| BlackRock, Inc. | History | Added to | 202,016 | 6,589 | 0.0% | 0.0% | 412 | +118,728 | 142.55% | Q4 2025 | Feb 12, 2026 |
| Prostatis Group LLC | History | Added to | 199,783 | 6,516 | 1.56% | 1.36% | 413 | +29,289 | 17.18% | Q4 2025 | Feb 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 199,420 | 6,505 | 0.13% | 0.17% | 414 | -52,508 | -20.84% | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 198,680 | 6,480 | 0.39% | 0.38% | 415 | +15,561 | 8.5% | Q4 2025 | Feb 17, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 196,932 | 6,423 | 0.03% | 0.03% | 416 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 196,074 | 6,395 | 3.13% | 2.41% | 417 | +47,382 | 31.87% | Q4 2025 | Feb 10, 2026 |
| Magnus Financial Group LLC | History | Added to | 195,957 | 6,392 | 0.49% | 0.46% | 418 | +12,359 | 6.73% | Q4 2025 | Jan 07, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 194,063 | 6,330 | 0.38% | 0.4% | 419 | -3,359 | -1.7% | Q4 2025 | Feb 18, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 193,253 | 6,303 | 2.66% | 2.57% | 420 | +2,100 | 1.1% | Q4 2025 | Jan 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 190,984 | 6,229 | 0.08% | 0.08% | 421 | -2,263 | -1.17% | Q4 2025 | Jan 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 189,887 | 6,194 | 0.12% | 0.14% | 422 | +7,877 | 4.33% | Q4 2025 | Feb 13, 2026 |
| Cooper Financial Group | History | Added to | 189,004 | 6,165 | 0.66% | 0.48% | 423 | +53,360 | 39.34% | Q4 2025 | Jan 08, 2026 |
| Chesapeake Wealth Management | History | Added to | 186,648 | 6,088 | 1.81% | 1.7% | 424 | +12,453 | 7.15% | Q4 2025 | Feb 03, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 185,382 | 6,047 | 0.26% | 0.27% | 425 | -4,957 | -2.6% | Q4 2025 | Jan 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 185,185 | 6,040 | 0.36% | 0.35% | 426 | +8,453 | 4.78% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 184,868 | 6,030 | 0.05% | — | 427 | +184,868 | New | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 184,685 | 6,024 | 0.39% | 0.4% | 428 | +1,063 | 0.58% | Q4 2025 | Jan 23, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 184,345 | 6,013 | 3.92% | — | 429 | +184,345 | New | Q4 2025 | Apr 02, 2026 |
| Keudell/Morrison Wealth Management | History | New | 182,825 | 5,963 | 1.25% | — | 430 | +182,825 | New | Q4 2025 | Feb 06, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 181,763 | 5,929 | 6.58% | — | 431 | +181,763 | New | Q4 2025 | Feb 05, 2026 |
| Fermata Advisors, LLC | History | Reduced | 181,665 | 5,925 | 1.42% | 1.56% | 432 | -11,294 | -5.85% | Q4 2025 | Jan 08, 2026 |
| Independent Advisor Alliance | History | Added to | 181,109 | 5,907 | 0.14% | 0.1% | 433 | +65,918 | 57.22% | Q4 2025 | Feb 04, 2026 |
| Eagle Capital Management, LLC | History | Added to | 179,534 | 5,856 | 2.13% | 2.14% | 434 | +2,306 | 1.3% | Q4 2025 | Jan 12, 2026 |
| Apex Wealth Management, LLC | History | Reduced | 180,843 | 5,852 | 5.94% | 7.37% | 435 | -142,159 | -44.01% | Q4 2025 | Jan 26, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 179,357 | 5,850 | 2.35% | 2.15% | 436 | +5,099 | 2.93% | Q4 2025 | Feb 11, 2026 |
| Long Island Wealth Management, Inc. | History | Reduced | 179,095 | 5,842 | 2.76% | 2.8% | 437 | -979 | -0.54% | Q4 2025 | Jan 21, 2026 |
| Secure Asset Management, LLC | History | Added to | 179,013 | 5,839 | 0.91% | 0.68% | 438 | +50,372 | 39.16% | Q4 2025 | Jan 20, 2026 |
| MRWM Advisors, LLC | History | Reduced | 178,816 | 5,832 | 3.13% | 3.82% | 439 | -31,234 | -14.87% | Q4 2025 | Jan 26, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 177,910 | 5,803 | 3.15% | 3.05% | 440 | +7,859 | 4.62% | Q4 2025 | Feb 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 177,699 | 5,796 | 0.0% | 0.0% | 441 | +48,012 | 37.02% | Q4 2025 | Feb 17, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 174,552 | 5,693 | 0.27% | 0.09% | 442 | +116,221 | 199.24% | Q4 2025 | Feb 10, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 174,071 | 5,678 | 0.48% | 0.48% | 443 | -422 | -0.24% | Q4 2025 | Jan 15, 2026 |
| Marble Wealth, LLC | History | New | 173,395 | 5,656 | 0.79% | — | 444 | +173,395 | New | Q4 2025 | Feb 10, 2026 |
| Compass Advisory Group LLC | History | Reduced | 173,064 | 5,645 | 1.53% | 1.6% | 445 | -5,130 | -2.88% | Q4 2025 | Jan 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 172,980 | 5,642 | 0.18% | 0.16% | 446 | -3,535 | -2.0% | Q4 2025 | Jan 09, 2026 |
| Dakota Wealth Management | History | Reduced | 172,096 | 5,613 | 0.1% | 0.11% | 447 | -726 | -0.42% | Q4 2025 | Jan 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 170,797 | 5,602 | 0.26% | 0.33% | 448 | +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% | 449 | +13,741 | 8.74% | Q4 2025 | Feb 09, 2026 |
| Trek Financial, LLC | History | Added to | 170,715 | 5,568 | 0.32% | 0.29% | 450 | +19,226 | 12.69% | Q4 2025 | Feb 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 169,999 | 5,545 | 0.25% | 0.24% | 451 | +12,094 | 7.66% | Q4 2025 | Feb 13, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 169,530 | 5,530 | 2.48% | 2.57% | 452 | +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% | 453 | +9,598 | 6.03% | Q4 2025 | Feb 12, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 166,861 | 5,443 | 2.01% | 2.1% | 454 | -6,718 | -3.87% | Q4 2025 | Feb 17, 2026 |
| HCR Wealth Advisors | History | Added to | 165,542 | 5,399 | 0.53% | 0.55% | 455 | +25 | 0.02% | Q4 2025 | Jan 27, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 165,430 | 5,396 | 0.17% | 0.2% | 456 | -27,186 | -14.11% | Q4 2025 | Jan 06, 2026 |
| OneAscent Financial Services LLC | History | New | 163,504 | 5,333 | 0.49% | — | 457 | +163,504 | New | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 163,473 | 5,332 | 0.07% | 0.07% | 458 | +5,681 | 3.6% | Q4 2025 | Jan 29, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 162,992 | 5,316 | 4.54% | 4.65% | 459 | +77 | 0.05% | Q4 2025 | Jan 26, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 161,628 | 5,272 | 2.4% | 6.61% | 460 | -427,088 | -72.55% | Q4 2025 | Jan 23, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 160,652 | 5,240 | 2.05% | 2.04% | 461 | +1,792 | 1.13% | Q4 2025 | Jan 28, 2026 |
| Nabity-Jensen Investment Management Inc | History | Reduced | 160,081 | 5,221 | 3.54% | 3.56% | 462 | -925 | -0.57% | Q4 2025 | Jan 26, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 158,990 | 5,186 | 0.06% | 0.06% | 463 | -4,506 | -2.76% | Q4 2025 | Feb 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 158,283 | 5,163 | 0.01% | 0.01% | 464 | +23,086 | 17.08% | Q4 2025 | Jan 30, 2026 |
| GeoWealth Management, LLC | History | Reduced | 157,097 | 5,124 | 0.19% | 0.2% | 465 | -15,555 | -9.01% | Q4 2025 | Feb 17, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 157,060 | 5,123 | 0.63% | 0.63% | 466 | -7,131 | -4.34% | Q4 2025 | Jan 27, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 156,032 | 5,089 | 1.34% | 1.37% | 467 | +3,688 | 2.42% | Q4 2025 | Feb 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 155,408 | 5,069 | 0.01% | 0.01% | 468 | +27,766 | 21.75% | Q4 2025 | Feb 13, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 154,829 | 5,050 | 2.85% | 3.12% | 469 | -704 | -0.45% | Q4 2025 | Feb 03, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 154,587 | 5,043 | 1.18% | 1.21% | 470 | -1,971 | -1.26% | Q4 2025 | Feb 10, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 153,567 | 5,009 | 2.33% | 2.39% | 471 | -557 | -0.36% | Q4 2025 | Jan 15, 2026 |
| WESBANCO BANK INC | History | Reduced | 152,891 | 4,987 | 0.14% | 0.14% | 472 | -758 | -0.49% | Q4 2025 | Feb 03, 2026 |
| Arsenal Capital Advisors LLC | History | New | 152,642 | 4,979 | 3.52% | — | 473 | +152,642 | New | Q4 2025 | Feb 11, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 152,584 | 4,977 | 2.11% | 2.11% | 474 | -1,168 | -0.76% | Q4 2025 | Jan 28, 2026 |
| Elevated Financial Group LLC | History | New | 152,573 | 4,976 | 1.72% | — | 475 | +152,573 | New | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 151,384 | 4,938 | 0.0% | 0.0% | 476 | +12,105 | 8.69% | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 150,683 | 4,915 | 0.29% | 2.55% | 477 | -1,680,969 | -91.77% | Q4 2025 | Jan 30, 2026 |
| Parsonex Advisory Services, Inc. | History | Reduced | 150,531 | 4,910 | 3.13% | 3.28% | 478 | -450 | -0.3% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 150,217 | 4,900 | 0.03% | 0.03% | 479 | +9,784 | 6.97% | Q4 2025 | Feb 11, 2026 |
| Composition Wealth, LLC | History | Added to | 149,157 | 4,865 | 0.07% | 0.07% | 480 | +8,617 | 6.13% | Q4 2025 | Feb 02, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 147,852 | 4,822 | 2.34% | 2.38% | 481 | -5,525 | -3.6% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 147,464 | 4,810 | 0.01% | 0.02% | 482 | -58,544 | -28.42% | Q4 2025 | Feb 17, 2026 |
| Diversified Enterprises, LLC | History | Added to | 147,374 | 4,807 | 0.29% | 0.24% | 483 | +34,082 | 30.08% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | New | 146,435 | 4,776 | 0.14% | — | 484 | +146,435 | New | Q4 2025 | Feb 13, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 146,074 | 4,764 | 1.28% | 1.24% | 485 | +1,969 | 1.37% | Q4 2025 | Jan 16, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 145,273 | 4,738 | 0.18% | 0.18% | 486 | +679 | 0.47% | Q4 2025 | Feb 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 144,203 | 4,703 | 0.1% | 0.11% | 487 | -788 | -0.54% | Q4 2025 | Feb 03, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 141,933 | 4,629 | 1.42% | 1.04% | 488 | +3,772 | 2.73% | Q4 2025 | Feb 13, 2026 |
| KPP Advisory Services LLC | History | Added to | 141,898 | 4,628 | 0.67% | 0.62% | 489 | +11,237 | 8.6% | Q4 2025 | Feb 02, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 141,658 | 4,620 | 2.19% | 1.09% | 490 | +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% | 491 | +1,394 | 1.0% | Q4 2025 | Jan 15, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 140,825 | 4,593 | 0.61% | 0.63% | 492 | -1,984 | -1.39% | Q4 2025 | Jan 30, 2026 |
| Barden Capital Management, Inc. | History | Added to | 139,332 | 4,544 | 3.73% | 3.53% | 493 | +6,319 | 4.75% | Q4 2025 | Jan 06, 2026 |
| CENTRAL TRUST Co | History | Added to | 138,213 | 4,508 | 0.09% | 0.09% | 494 | +306 | 0.22% | Q4 2025 | Feb 02, 2026 |
| Monetary Solutions, Ltd | History | New | 138,191 | 4,507 | 4.44% | — | 495 | +138,191 | New | Q4 2025 | Feb 23, 2026 |
| Embree Financial Group | History | Reduced | 137,500 | 4,485 | 0.55% | 0.6% | 496 | -3,383 | -2.4% | Q4 2025 | Jan 14, 2026 |
| Advisory Alpha, LLC | History | Reduced | 137,325 | 4,479 | 0.12% | 0.12% | 497 | -1,545 | -1.11% | Q4 2025 | Feb 06, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 136,783 | 4,461 | 0.19% | 0.19% | 498 | +2,060 | 1.53% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 136,562 | 4,454 | 0.04% | 0.03% | 499 | -60,946 | -30.86% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 136,509 | 4,452 | 0.02% | — | 500 | +136,509 | New | Q4 2025 | Feb 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 134,456 | 4,385 | 0.37% | 0.37% | 501 | +1,211 | 0.91% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 134,396 | 4,383 | 0.11% | 0.09% | 502 | +18,444 | 15.91% | Q4 2025 | Jan 28, 2026 |
| Waterford Advisors, LLC | History | Added to | 147,643 | 4,371 | 1.71% | 0.14% | 503 | +135,063 | 1073.63% | Q4 2025 | Feb 20, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 133,405 | 4,351 | 0.79% | 0.48% | 504 | +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% | 505 | +3,485 | 2.7% | Q4 2025 | Jan 23, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 132,510 | 4,322 | 0.18% | 0.18% | 506 | +364 | 0.28% | Q4 2025 | Feb 09, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 132,302 | 4,315 | 2.56% | 2.61% | 507 | -2,759 | -2.04% | Q4 2025 | Jan 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 132,200 | 4,312 | 0.0% | 0.0% | 508 | -48,400 | -26.8% | Q4 2025 | Feb 17, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 131,170 | 4,278 | 1.54% | 1.65% | 509 | -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% | 510 | +2,450 | 1.91% | Q4 2025 | Feb 10, 2026 |
| Athena Investment Management | History | Added to | 128,302 | 4,185 | 2.14% | 2.13% | 511 | +159 | 0.12% | Q4 2025 | Feb 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 128,260 | 4,183 | 0.19% | 0.16% | 512 | +19,953 | 18.42% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 127,906 | 4,172 | 0.01% | 0.01% | 513 | +10,036 | 8.51% | Q4 2025 | Feb 11, 2026 |
| Asset Dedication, LLC | History | Added to | 127,897 | 4,172 | 0.27% | 0.27% | 514 | +3,158 | 2.53% | Q4 2025 | Jan 26, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 127,883 | 4,171 | 0.23% | 0.24% | 515 | +8,251 | 6.9% | Q4 2025 | Feb 04, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 127,414 | 4,156 | 0.48% | 0.43% | 516 | +49,400 | 63.32% | Q4 2025 | Feb 13, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 126,274 | 4,119 | 0.12% | 0.12% | 517 | -4,876 | -3.72% | Q4 2025 | Feb 05, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 126,398 | 4,090 | 0.13% | 0.13% | 518 | +14,046 | 12.5% | Q4 2025 | Jan 23, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 123,872 | 4,040 | 0.11% | 0.11% | 520 | -4,680 | -3.64% | Q4 2025 | Jan 22, 2026 |
| GenWealth Group, Inc. | History | Reduced | 123,039 | 4,040 | 0.69% | 0.74% | 519 | -1,673 | -1.34% | Q4 2025 | Jan 12, 2026 |
| Veridan Wealth LLC | History | Reduced | 123,160 | 4,017 | 1.35% | 1.36% | 521 | -409 | -0.33% | Q4 2025 | Feb 13, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 122,860 | 4,007 | 0.92% | 0.87% | 522 | +3,944 | 3.32% | Q4 2025 | Jan 16, 2026 |
| Elevation Capital Advisory, LLC | History | New | 122,387 | 3,992 | 1.63% | — | 523 | +122,387 | New | Q4 2025 | Jan 26, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 120,743 | 3,938 | 0.13% | 0.15% | 524 | -10,750 | -8.18% | Q4 2025 | Jan 14, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 120,494 | 3,930 | 0.72% | 0.7% | 525 | -481 | -0.4% | Q4 2025 | Feb 17, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 119,522 | 3,898 | 2.56% | — | 526 | +119,522 | New | Q4 2025 | Feb 13, 2026 |
| Archer Investment Management, LLC | History | New | 118,815 | 3,875 | 2.08% | — | 527 | +118,815 | New | Q4 2025 | Jan 12, 2026 |
| Texas Yale Capital Corp. | History | No change | 118,534 | 3,866 | 0.12% | 0.12% | 528 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Midwest Financial Group LLC | History | Added to | 117,586 | 3,835 | 1.69% | 1.5% | 529 | +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% | 530 | +46,190 | 64.76% | Q4 2025 | Feb 06, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 116,718 | 3,807 | 0.72% | 0.59% | 531 | +19,275 | 19.78% | Q4 2025 | Jan 28, 2026 |
| Joseph Group Capital Management | History | Reduced | 116,191 | 3,790 | 1.0% | 1.14% | 532 | -10,700 | -8.43% | Q4 2025 | Jan 30, 2026 |
| Meramec Financial Planners, LLC | History | New | 121,566 | 3,781 | 1.47% | — | 533 | +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% | 534 | +3,142 | 2.81% | Q4 2025 | Jan 28, 2026 |
| Curi Capital, LLC | History | Reduced | 113,091 | 3,689 | 0.06% | 0.07% | 535 | -1,351 | -1.18% | Q4 2025 | Feb 17, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 112,708 | 3,676 | 1.5% | 1.5% | 536 | +284 | 0.25% | Q4 2025 | Feb 09, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 112,594 | 3,672 | 2.46% | 2.44% | 537 | -611 | -0.54% | Q4 2025 | Feb 13, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 112,755 | 3,660 | 2.41% | 2.59% | 538 | +350 | 0.31% | Q4 2025 | Feb 11, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 110,617 | 3,608 | 1.54% | 1.4% | 539 | +13,379 | 13.76% | Q4 2025 | Jan 26, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 109,868 | 3,583 | 0.25% | 0.23% | 540 | +492 | 0.45% | Q4 2025 | Jan 14, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 109,581 | 3,574 | 1.87% | — | 541 | +109,581 | New | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 109,048 | 3,557 | 0.0% | 0.0% | 542 | +4,854 | 4.66% | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 108,656 | 3,544 | 0.05% | 0.15% | 543 | -196,081 | -64.34% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Added to | 108,289 | 3,532 | 0.12% | 0.12% | 544 | +993 | 0.93% | Q4 2025 | Feb 06, 2026 |
| Livet Wealth, LLC | History | New | 107,991 | 3,522 | 2.17% | — | 545 | +107,991 | New | Q4 2025 | Feb 13, 2026 |
| BFSG, LLC | History | Added to | 107,891 | 3,519 | 0.34% | 0.32% | 546 | +4,856 | 4.71% | Q4 2025 | Jan 22, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | New | 107,800 | 3,516 | 1.14% | — | 547 | +107,800 | New | Q4 2025 | Feb 02, 2026 |
| FC Advisory LLC | History | Reduced | 107,434 | 3,504 | 1.01% | 1.03% | 548 | -2,607 | -2.37% | Q4 2025 | Jan 13, 2026 |
| Apella Capital, LLC | History | Reduced | 107,087 | 3,493 | 0.07% | 0.08% | 550 | -1,047 | -0.97% | Q4 2025 | Jan 21, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 107,092 | 3,493 | 0.26% | 0.26% | 549 | +541 | 0.51% | Q4 2025 | Feb 13, 2026 |
| Bensler, LLC | History | Reduced | 106,849 | 3,485 | 0.35% | 0.36% | 552 | -3,062 | -2.79% | Q4 2025 | Feb 04, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 129,510 | 3,485 | 0.14% | 0.14% | 551 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 106,834 | 3,484 | 0.55% | 0.29% | 553 | +55,250 | 107.11% | Q4 2025 | Jan 23, 2026 |
| Ciovacco Capital Management LLC | History | Added to | 106,782 | 3,483 | 1.74% | 1.67% | 554 | +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% | 555 | +4,134 | 4.03% | Q4 2025 | Feb 13, 2026 |
| Wedmont Private Capital | History | Added to | 105,724 | 3,480 | 0.12% | 0.09% | 556 | +33,050 | 45.48% | Q4 2025 | Jan 08, 2026 |
| Bawa N Mallick Trust | History | No change | 106,520 | 3,474 | 1.29% | 1.29% | 557 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Avestar Capital, LLC | History | Added to | 105,727 | 3,448 | 0.22% | 0.22% | 558 | +63 | 0.06% | Q4 2025 | Feb 10, 2026 |
| Revisor Wealth Management LLC | History | Added to | 106,868 | 3,439 | 0.92% | 1.11% | 559 | +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% | 560 | -4,406 | -4.01% | Q4 2025 | Jan 16, 2026 |
| Columbus Macro, LLC | History | Added to | 105,121 | 3,429 | 0.38% | 0.27% | 561 | +32,008 | 43.78% | Q4 2025 | Jan 15, 2026 |
| Elgethun Capital Management | History | Reduced | 104,946 | 3,423 | 0.59% | 0.61% | 562 | -127 | -0.12% | Q4 2025 | Feb 10, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 104,539 | 3,410 | 0.49% | 0.47% | 563 | +10,342 | 10.98% | Q4 2025 | Jan 27, 2026 |
| Capital CS Group, LLC | History | Added to | 104,325 | 3,403 | 5.24% | 5.05% | 564 | +4,064 | 4.05% | Q4 2025 | Jan 09, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 103,763 | 3,384 | 0.27% | 0.27% | 565 | -338 | -0.32% | Q4 2025 | Feb 06, 2026 |
| Oxinas Partners, LLC | History | Reduced | 103,478 | 3,375 | 1.62% | 1.78% | 566 | -834 | -0.8% | Q4 2025 | Jan 26, 2026 |
| Alliance Wealth Management Group | History | Reduced | 102,171 | 3,332 | 0.73% | 0.73% | 567 | -23 | -0.02% | Q4 2025 | Jan 21, 2026 |
| Towercrest Capital Management | History | Reduced | 102,171 | 3,332 | 0.53% | 0.52% | 568 | -23 | -0.02% | Q4 2025 | Jan 21, 2026 |
| NWAM LLC | History | Reduced | 101,348 | 3,292 | 0.18% | 0.2% | 569 | -13,656 | -11.87% | Q4 2025 | Feb 04, 2026 |
| Clearview Wealth Advisors LLC | History | Reduced | 100,351 | 3,273 | 2.07% | 2.06% | 570 | -358 | -0.36% | Q4 2025 | Feb 17, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | New | 99,854 | 3,257 | 0.9% | — | 571 | +99,854 | New | Q4 2025 | Jan 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 98,517 | 3,213 | 0.14% | 0.11% | 572 | +18,876 | 23.7% | Q4 2025 | Feb 10, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 98,286 | 3,206 | 0.75% | — | 573 | +98,286 | New | Q4 2025 | Mar 23, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 119,038 | 3,203 | 1.29% | 1.3% | 574 | -325 | -0.27% | Q4 2025 | Jan 14, 2026 |
| Avant Capital LLC | History | Reduced | 98,039 | 3,198 | 2.2% | 2.22% | 575 | -1,060 | -1.07% | Q4 2025 | Feb 13, 2026 |
| Allen Capital Group, LLC | History | Added to | 96,936 | 3,162 | 0.29% | 0.27% | 576 | +7,223 | 8.05% | Q4 2025 | Feb 09, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 96,452 | 3,146 | 0.88% | 0.95% | 577 | -9,420 | -8.9% | Q4 2025 | Feb 11, 2026 |
| LongView Wealth Management | History | Added to | 95,570 | 3,145 | 0.76% | 0.38% | 578 | +51,218 | 115.48% | Q4 2025 | Jan 13, 2026 |
| AllGen Financial Advisors, Inc. | History | Reduced | 95,768 | 3,123 | 0.74% | 0.85% | 579 | -12,154 | -11.26% | Q4 2025 | Jan 22, 2026 |
| Heirloom Wealth Management | History | Added to | 95,555 | 3,117 | 0.72% | 0.71% | 580 | +3,103 | 3.36% | Q4 2025 | Jan 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 95,181 | 3,104 | 0.06% | 0.01% | 581 | +75,520 | 384.11% | Q4 2025 | Feb 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 94,077 | 3,068 | 0.27% | 0.31% | 582 | -689 | -0.73% | Q4 2025 | Jan 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 93,809 | 3,060 | 0.04% | 0.15% | 583 | -150,664 | -61.63% | Q4 2025 | Feb 06, 2026 |
| BCS Wealth Management | History | Added to | 93,400 | 3,046 | 0.31% | 0.34% | 584 | +45,545 | 95.17% | Q4 2025 | Jan 26, 2026 |
| Santori & Peters, Inc. | History | Added to | 92,778 | 3,026 | 1.03% | 1.06% | 585 | +125 | 0.13% | Q4 2025 | Jan 15, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 92,185 | 3,007 | 1.12% | 1.18% | 587 | -742 | -0.8% | Q4 2025 | Jan 21, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 92,208 | 3,007 | 0.52% | 0.51% | 586 | +13 | 0.01% | Q4 2025 | Jan 26, 2026 |
| JT Stratford LLC | History | Added to | 92,069 | 3,003 | 0.39% | 0.39% | 588 | +832 | 0.91% | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 91,807 | 2,994 | 0.06% | 0.05% | 589 | +12,820 | 16.23% | Q4 2025 | Feb 06, 2026 |
| Modern Wealth Management, LLC | History | Added to | 90,089 | 2,938 | 0.05% | 0.01% | 590 | +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% | 591 | +63,802 | 245.28% | Q4 2025 | Jan 13, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 89,639 | 2,924 | 1.46% | 1.52% | 592 | -2,613 | -2.83% | Q4 2025 | Feb 04, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 88,669 | 2,892 | 0.64% | 0.65% | 593 | +420 | 0.48% | Q4 2025 | Jan 12, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 87,774 | 2,878 | 2.67% | — | 594 | +87,774 | New | Q4 2025 | Feb 18, 2026 |
| Spire Wealth Management | History | Added to | 87,745 | 2,862 | 0.1% | 0.08% | 595 | +10,072 | 12.97% | Q4 2025 | Jan 14, 2026 |
| WESPAC Advisors, LLC | History | Added to | 87,684 | 2,860 | 1.55% | 0.65% | 596 | +52,870 | 151.86% | Q4 2025 | Jan 14, 2026 |
| Highland Financial Advisors, LLC | History | No change | 86,312 | 2,815 | 0.78% | 0.79% | 597 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 86,048 | 2,806 | 0.15% | 0.16% | 598 | +4 | 0.0% | Q4 2025 | Jan 23, 2026 |
| True Vision MN LLC | History | Added to | 85,311 | 2,782 | 1.41% | 1.41% | 599 | +522 | 0.62% | Q4 2025 | Jan 14, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Reduced | 85,082 | 2,775 | 0.19% | 0.19% | 600 | -1,500 | -1.73% | Q4 2025 | Jan 13, 2026 |
| United Advisor Group, LLC | History | Reduced | 84,683 | 2,762 | 0.34% | 0.37% | 601 | -690 | -0.81% | Q4 2025 | Jan 26, 2026 |
| Ocean Park Asset Management, LLC | History | New | 84,396 | 2,752 | 0.13% | — | 603 | +84,396 | New | Q4 2025 | Jan 15, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 84,395 | 2,752 | 1.78% | — | 604 | +84,395 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 84,377 | 2,752 | 0.0% | 0.01% | 602 | -10,641 | -11.2% | Q4 2025 | Feb 12, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 84,206 | 2,746 | 0.08% | 0.08% | 605 | -475 | -0.56% | Q4 2025 | Feb 13, 2026 |
| TFR Capital, LLC. | History | Added to | 84,070 | 2,742 | 0.91% | 0.88% | 606 | +1,822 | 2.22% | Q4 2025 | Jan 27, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 83,609 | 2,727 | 1.46% | 1.5% | 607 | -1,888 | -2.21% | Q4 2025 | Feb 24, 2026 |
| Millennium Capital Advisors, LLC | History | Reduced | 83,386 | 2,720 | 1.6% | 1.87% | 608 | -13,760 | -14.16% | Q4 2025 | Feb 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 83,134 | 2,711 | 0.29% | 0.34% | 609 | -14,678 | -15.01% | Q4 2025 | Feb 18, 2026 |
| Prospera Financial Services Inc | History | Added to | 81,805 | 2,668 | 0.04% | 0.04% | 610 | +49 | 0.06% | Q4 2025 | Feb 09, 2026 |
| Hurley Capital, LLC | History | Added to | 81,742 | 2,666 | 1.49% | 1.47% | 611 | +68 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Smithfield Trust Co | History | Reduced | 81,657 | 2,664 | 0.12% | 0.12% | 612 | -1,089 | -1.32% | Q4 2025 | Feb 09, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 81,492 | 2,658 | 0.72% | 0.43% | 613 | -2,177 | -2.6% | Q4 2025 | Jan 27, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Added to | 81,085 | 2,644 | 0.87% | 0.92% | 614 | +2,385 | 3.03% | Q4 2025 | Feb 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 80,812 | 2,636 | 0.0% | 51.05% | 615 | -263,796 | -76.55% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 80,720 | 2,633 | 0.07% | 0.06% | 616 | +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% | 617 | +80,088 | 170400.0% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 79,210 | 2,583 | 0.06% | 0.07% | 618 | +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% | 619 | -1,436 | -1.78% | Q4 2025 | Feb 12, 2026 |
| FOCUSED ALPHA, LLC | History | New | 79,048 | 2,578 | 0.76% | — | 620 | +79,048 | New | Q4 2025 | Feb 13, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 78,950 | 2,575 | 2.09% | 2.15% | 621 | -60 | -0.08% | Q4 2025 | Jan 14, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 78,532 | 2,564 | 1.19% | 1.22% | 622 | +2,081 | 2.72% | Q4 2025 | Jan 22, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 78,070 | 2,546 | 1.49% | 1.51% | 623 | -3,008 | -3.71% | Q4 2025 | Jan 21, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 81,395 | 2,532 | 0.06% | 0.06% | 624 | +786 | 0.98% | Q4 2025 | Feb 09, 2026 |
| Tactive Advisors, LLC | History | Added to | 77,144 | 2,516 | 0.74% | 0.6% | 625 | +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% | 626 | +7,157 | 10.29% | Q4 2025 | Jan 23, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 76,161 | 2,484 | 0.83% | 0.77% | 628 | +8,058 | 11.83% | Q4 2025 | Apr 24, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 76,154 | 2,484 | 1.64% | 1.63% | 627 | +1,581 | 2.12% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 76,004 | 2,479 | 0.0% | 0.0% | 629 | +2,616 | 3.56% | Q4 2025 | Feb 10, 2026 |
| Strategic Advocates LLC | History | Reduced | 75,085 | 2,468 | 0.63% | 0.62% | 630 | -1 | -0.0% | Q4 2025 | Feb 11, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 75,629 | 2,467 | 0.27% | 0.25% | 631 | +3,088 | 4.26% | Q4 2025 | Jan 29, 2026 |
| Old Port Advisors | History | Reduced | 75,400 | 2,459 | 0.6% | 0.62% | 632 | -2,494 | -3.2% | Q4 2025 | Jan 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 75,115 | 2,450 | 0.13% | 0.13% | 633 | +1,297 | 1.76% | Q4 2025 | Feb 05, 2026 |
| Michels Family Financial, LLC | History | Added to | 74,912 | 2,443 | 1.79% | 1.78% | 634 | +3,089 | 4.3% | Q4 2025 | Feb 19, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 74,707 | 2,436 | 0.43% | 0.41% | 635 | +312 | 0.42% | Q4 2025 | Jan 27, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 74,059 | 2,415 | 1.74% | 2.3% | 636 | -32,623 | -30.58% | Q4 2025 | Mar 12, 2026 |
| Ballast Financial Advisors LLC | History | New | 74,006 | 2,414 | 2.49% | — | 638 | +74,006 | New | Q4 2025 | Feb 17, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 74,027 | 2,414 | 1.1% | 1.11% | 637 | -643 | -0.86% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 73,910 | 2,410 | 0.17% | 0.18% | 639 | +2,674 | 3.75% | Q4 2025 | Jan 21, 2026 |
| WealthPoint Financial, LLC | History | New | 73,756 | 2,405 | 2.09% | — | 640 | +73,756 | New | Q4 2025 | Feb 19, 2026 |
| Strategic Advisors LLC | History | Reduced | 73,434 | 2,395 | 0.38% | 0.38% | 641 | -489 | -0.66% | Q4 2025 | Feb 10, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 73,302 | 2,391 | 0.04% | 0.04% | 642 | -646 | -0.87% | Q4 2025 | Jan 28, 2026 |
| Thayer Financial, L.L.C. | History | New | 72,804 | 2,374 | 2.51% | — | 643 | +72,804 | New | Q4 2025 | Jan 12, 2026 |
| BG Investment Services, LLC | History | Added to | 72,677 | 2,370 | 2.11% | 1.63% | 644 | +20,817 | 40.14% | Q4 2025 | Feb 05, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 72,625 | 2,369 | 0.41% | 0.39% | 645 | -55 | -0.08% | Q4 2025 | Feb 17, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 72,057 | 2,350 | 3.48% | 3.15% | 646 | -681,350 | -90.44% | Q4 2025 | Feb 18, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 71,980 | 2,348 | 0.15% | 0.15% | 647 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 71,860 | 2,344 | 0.04% | 0.05% | 648 | -26,321 | -26.81% | Q4 2025 | Jan 20, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 71,812 | 2,342 | 0.56% | 0.81% | 649 | -28,991 | -28.76% | Q4 2025 | Jan 15, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 71,721 | 2,339 | 1.16% | 1.18% | 650 | -503 | -0.7% | Q4 2025 | Jan 23, 2026 |
| RDA Financial Network | History | Added to | 71,691 | 2,338 | 0.56% | 0.45% | 651 | +14,229 | 24.76% | Q4 2025 | Jan 06, 2026 |
| Net Worth Advisory Group | History | New | 71,138 | 2,320 | 0.47% | — | 652 | +71,138 | New | Q4 2025 | Jan 14, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 70,886 | 2,312 | 0.71% | 0.75% | 653 | -1,974 | -2.71% | Q4 2025 | Feb 12, 2026 |
| Montis Financial, LLC | History | Reduced | 70,849 | 2,311 | 0.46% | 0.54% | 654 | -2,603 | -3.54% | Q4 2025 | Feb 11, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 78,037 | 2,310 | 0.41% | — | 655 | +78,037 | New | Q4 2025 | Jan 14, 2026 |
| KINTRA WEALTH, LLC | History | New | 70,788 | 2,309 | 0.32% | — | 656 | +70,788 | New | Q4 2025 | Feb 18, 2026 |
| Apriem Advisors | History | Reduced | 70,114 | 2,287 | 0.21% | 0.23% | 657 | -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% | 658 | -1,272 | -1.79% | Q4 2025 | Feb 09, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 69,502 | 2,267 | 0.29% | — | 659 | +69,502 | New | Q4 2025 | Jan 27, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 69,503 | 2,267 | 1.47% | 1.74% | 660 | +2,319 | 3.45% | Q4 2025 | Jan 26, 2026 |
| Atlas Wealth Partners, LLC | History | Added to | 69,439 | 2,265 | 2.49% | 2.2% | 661 | +2,026 | 3.01% | Q4 2025 | Jan 26, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 69,026 | 2,252 | 0.15% | 0.15% | 662 | -300 | -0.43% | Q4 2025 | Jan 09, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 68,494 | 2,234 | 0.79% | 0.86% | 663 | -7,161 | -9.47% | Q4 2025 | Jan 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 68,331 | 2,228 | 0.14% | 0.12% | 664 | +16,085 | 30.79% | Q4 2025 | Feb 11, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 68,306 | 2,228 | 0.25% | 0.26% | 665 | -843 | -1.22% | Q4 2025 | Jan 29, 2026 |
| Chesley Taft & Associates LLC | History | No change | 68,203 | 2,224 | 0.09% | 0.09% | 666 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| American Trust | History | Reduced | 67,923 | 2,215 | 0.19% | 0.37% | 667 | -69,139 | -50.44% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 67,187 | 2,191 | 0.08% | 0.08% | 668 | +25 | 0.04% | Q4 2025 | Feb 02, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 67,014 | 2,185 | 0.1% | 0.08% | 669 | +12,631 | 23.23% | Q4 2025 | Jan 29, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 66,924 | 2,183 | 1.49% | 1.72% | 670 | -8,216 | -10.93% | Q4 2025 | Feb 09, 2026 |
| Crescent Sterling, Ltd. | History | Reduced | 66,502 | 2,169 | 2.22% | 2.25% | 671 | -490 | -0.73% | Q4 2025 | Jan 07, 2026 |
| Westmount Partners, LLC | History | Added to | 66,447 | 2,167 | 0.54% | 0.54% | 672 | +1,781 | 2.75% | Q4 2025 | Jan 15, 2026 |
| Catalyst Investment Management LLC | History | New | 66,351 | 2,164 | 2.05% | — | 673 | +66,351 | New | Q4 2025 | Feb 20, 2026 |
| BROWN ADVISORY INC | History | Added to | 65,314 | 2,130 | 0.0% | 0.0% | 674 | +7,072 | 12.14% | Q4 2025 | Feb 13, 2026 |
| Rothschild Wealth LLC | History | New | 65,246 | 2,128 | 0.2% | — | 675 | +65,246 | New | Q4 2025 | Feb 17, 2026 |
| Park Place Capital Corp | History | Added to | 65,028 | 2,121 | 0.44% | 0.44% | 676 | +274 | 0.42% | Q4 2025 | Jan 09, 2026 |
| Payne Capital LLC | History | Added to | 64,733 | 2,111 | 2.15% | 1.9% | 677 | +5,854 | 9.94% | Q4 2025 | Jan 20, 2026 |
| Indie Asset Partners, LLC | History | No change | 64,224 | 2,094 | 2.33% | 2.73% | 678 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 63,988 | 2,087 | 0.04% | 0.04% | 679 | +2,641 | 4.31% | Q4 2025 | Feb 19, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 63,833 | 2,082 | 1.81% | 1.8% | 680 | -1,963 | -2.98% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 63,530 | 2,072 | 0.03% | 0.03% | 681 | +1,098 | 1.76% | Q4 2025 | Jan 13, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 63,343 | 2,066 | 0.67% | 0.83% | 682 | -17,065 | -21.22% | Q4 2025 | Jan 30, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 62,791 | 2,048 | 0.15% | 0.19% | 683 | -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% | 685 | +9,725 | 18.55% | Q4 2025 | Jan 26, 2026 |
| Carnegie Investment Counsel | History | Added to | 62,165 | 2,027 | 0.04% | 0.03% | 684 | +7,265 | 13.23% | Q4 2025 | Jan 23, 2026 |
| K2 Financial Inc. | History | Added to | 61,924 | 2,024 | 1.56% | 1.57% | 686 | +940 | 1.54% | Q4 2025 | Jan 22, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 61,608 | 2,009 | 0.34% | 0.31% | 687 | +5,408 | 9.62% | Q4 2025 | Jan 27, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 61,572 | 2,008 | 0.46% | 0.42% | 688 | +6,548 | 11.9% | Q4 2025 | Jan 23, 2026 |
| Signet Investment Advisory Group, Inc. | History | Reduced | 61,553 | 2,007 | 0.93% | 1.02% | 689 | -5,262 | -7.88% | Q4 2025 | Feb 12, 2026 |
| Destination Wealth Management | History | Added to | 61,483 | 2,005 | 0.05% | 0.04% | 690 | +14,383 | 30.54% | Q4 2025 | Feb 13, 2026 |
| Herold Advisors, Inc. | History | Added to | 60,976 | 1,989 | 0.44% | 0.45% | 691 | +197 | 0.32% | Q4 2025 | Feb 17, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 60,860 | 1,985 | 0.38% | 0.38% | 692 | -214 | -0.35% | Q4 2025 | Feb 11, 2026 |
| IFG Advisory, LLC | History | Reduced | 60,770 | 1,982 | 0.09% | 0.09% | 693 | -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% | 694 | +1,120 | 1.88% | Q4 2025 | Feb 13, 2026 |
| Prospect Financial Services LLC | History | Added to | 60,560 | 1,975 | 1.13% | 1.04% | 695 | +3,631 | 6.38% | Q4 2025 | Feb 06, 2026 |
| Rinkey Investments | History | No change | 60,311 | 1,967 | 0.5% | 0.51% | 696 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sachetta, LLC | History | Reduced | 60,171 | 1,962 | 1.07% | 0.72% | 697 | -415 | -0.68% | Q4 2025 | Feb 02, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 60,005 | 1,957 | 0.27% | 0.25% | 698 | +4,325 | 7.77% | Q4 2025 | Jan 21, 2026 |
| Investors Research Corp | History | Reduced | 59,784 | 1,950 | 0.36% | 0.36% | 699 | -483 | -0.8% | Q4 2025 | Jan 06, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 59,669 | 1,946 | 0.99% | 1.06% | 700 | +61 | 0.1% | Q4 2025 | Jan 08, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 59,172 | 1,930 | 0.19% | 0.2% | 701 | +154 | 0.26% | Q4 2025 | Jan 27, 2026 |
| First County Bank /CT/ | History | Added to | 58,900 | 1,921 | 1.01% | 0.91% | 702 | +3,238 | 5.82% | Q4 2025 | Jan 14, 2026 |
| Stewardship Advisors, LLC | History | Added to | 58,808 | 1,918 | 0.44% | 0.44% | 703 | +3 | 0.01% | Q4 2025 | Jan 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 58,679 | 1,914 | 1.23% | 1.27% | 704 | +118 | 0.2% | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 58,555 | 1,910 | 0.16% | 0.09% | 705 | +23,088 | 65.1% | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | Added to | 58,524 | 1,909 | 0.04% | 0.04% | 706 | +712 | 1.23% | Q4 2025 | Feb 04, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 58,288 | 1,901 | 0.26% | 0.26% | 707 | +34 | 0.06% | Q4 2025 | Jan 22, 2026 |
| NewEdge Wealth, LLC | History | Added to | 58,246 | 1,899 | 0.02% | 0.02% | 708 | +22,027 | 60.82% | Q4 2025 | Feb 03, 2026 |
| M Holdings Securities, Inc. | History | New | 57,644 | 1,880 | 0.13% | — | 709 | +57,644 | New | Q4 2025 | Feb 11, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 57,498 | 1,875 | 0.49% | 0.56% | 710 | -1,543 | -2.61% | Q4 2025 | Jan 27, 2026 |
| Opus Financial Solutions LLC | History | New | 57,444 | 1,873 | 1.77% | — | 712 | +57,444 | New | Q4 2025 | Feb 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 57,420 | 1,873 | 0.1% | 0.13% | 711 | -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% | 713 | +771 | 1.36% | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 57,358 | 1,871 | 0.05% | 0.1% | 714 | +7,343 | 14.68% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | Added to | 57,170 | 1,864 | 0.04% | 0.04% | 715 | +59 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 57,120 | 1,863 | 0.37% | 0.38% | 716 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Diversified Trust Co | History | Reduced | 56,443 | 1,841 | 0.03% | 0.09% | 717 | -79,994 | -58.63% | Q4 2025 | Jan 09, 2026 |
| Asset One Wealth Management LLC | History | New | 57,242 | 1,835 | 0.25% | — | 718 | +57,242 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 56,102 | 1,830 | 0.07% | 0.09% | 719 | -19,029 | -25.33% | Q4 2025 | Feb 06, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | New | 56,025 | 1,827 | 0.45% | — | 720 | +56,025 | New | Q4 2025 | Feb 06, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 55,514 | 1,810 | 3.24% | 4.1% | 721 | -7,779 | -12.29% | Q4 2025 | Jan 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 55,339 | 1,805 | 0.03% | 0.02% | 722 | +24,231 | 77.89% | Q4 2025 | Feb 17, 2026 |
| Davis Capital Management | History | Added to | 55,174 | 1,799 | 1.24% | 1.02% | 723 | +9,043 | 19.6% | Q4 2025 | Jan 28, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 54,945 | 1,792 | 0.9% | 0.5% | 724 | +25,926 | 89.34% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 54,634 | 1,782 | 0.01% | 0.01% | 725 | -3,468 | -5.97% | Q4 2025 | Jan 29, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 53,913 | 1,758 | 0.0% | 0.0% | 726 | +2,185 | 4.22% | Q4 2025 | Feb 11, 2026 |
| Indivisible Partners | History | New | 53,059 | 1,730 | 0.19% | — | 727 | +53,059 | New | Q4 2025 | Feb 03, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 52,912 | 1,725 | 0.09% | 0.09% | 728 | +1,179 | 2.28% | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 52,693 | 1,718 | 0.04% | 0.05% | 729 | -3,655 | -6.49% | Q4 2025 | Jan 07, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 51,705 | 1,710 | 1.48% | — | 730 | +51,705 | New | Q4 2025 | Feb 10, 2026 |
| Paradigm Capital Management, LLC/NV | History | Added to | 52,366 | 1,708 | 1.59% | 1.47% | 731 | +5,978 | 12.89% | Q4 2025 | Feb 06, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 52,337 | 1,707 | 0.69% | 0.34% | 732 | +27,916 | 114.31% | Q4 2025 | Jan 16, 2026 |
| Cynosure Group, LLC | History | Added to | 52,303 | 1,706 | 0.17% | 0.17% | 733 | +2,487 | 4.99% | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, LLC | History | New | 52,174 | 1,701 | 0.11% | — | 734 | +52,174 | New | Q4 2025 | Feb 10, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 52,081 | 1,698 | 0.71% | 0.74% | 735 | -2,548 | -4.66% | Q4 2025 | Jan 06, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 51,765 | 1,688 | 1.68% | — | 736 | +51,765 | New | Q4 2025 | Feb 19, 2026 |
| SageView Advisory Group, LLC | History | Added to | 51,496 | 1,679 | 0.06% | 0.05% | 737 | +2,012 | 4.07% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 51,359 | 1,675 | 0.08% | 0.07% | 738 | +9,242 | 21.94% | Q4 2025 | Feb 05, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 51,273 | 1,672 | 0.88% | — | 739 | +51,273 | New | Q4 2025 | Feb 27, 2026 |
| Vise Technologies, Inc. | History | Added to | 51,074 | 1,666 | 0.03% | 0.02% | 740 | +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% | 741 | +3,987 | 8.48% | Q4 2025 | Jan 13, 2026 |
| Stonebrook Private Inc. | History | Added to | 50,975 | 1,662 | 0.35% | 0.32% | 742 | +4,026 | 8.58% | Q4 2025 | Feb 11, 2026 |
| Aurora Private Wealth, Inc. | History | New | 51,286 | 1,661 | 1.09% | — | 743 | +51,286 | New | Q4 2025 | Feb 02, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 50,648 | 1,652 | 0.27% | 0.27% | 744 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arista Wealth Management, LLC | History | Added to | 50,491 | 1,647 | 0.2% | 0.2% | 745 | +79 | 0.16% | Q4 2025 | Feb 09, 2026 |
| Twin Cities Retirement Group LLC | History | New | 50,157 | 1,636 | 1.58% | — | 746 | +50,157 | New | Q4 2025 | Feb 09, 2026 |
| Keystone Financial Group | History | Reduced | 49,907 | 1,627 | 0.12% | 0.13% | 747 | -3,293 | -6.19% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 49,845 | 1,625 | 0.02% | 0.02% | 748 | +628 | 1.28% | Q4 2025 | Jan 26, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 49,736 | 1,622 | 2.63% | 2.42% | 749 | -81,986 | -62.24% | Q4 2025 | Jan 22, 2026 |
| Golden State Equity Partners | History | Added to | 49,553 | 1,616 | 0.26% | 0.26% | 750 | +959 | 1.97% | Q4 2025 | Jan 29, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 49,533 | 1,615 | 0.57% | 0.56% | 751 | -132 | -0.27% | Q4 2025 | Feb 05, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 49,466 | 1,613 | 0.84% | 0.7% | 752 | +8,968 | 22.14% | Q4 2025 | Jan 29, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Reduced | 7,848 | 1,612 | 0.78% | 5.13% | 753 | -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% | 754 | -48 | -0.1% | Q4 2025 | Feb 13, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Reduced | 49,069 | 1,600 | 1.25% | 1.32% | 755 | -5,554 | -10.17% | Q4 2025 | Jan 07, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 49,004 | 1,598 | 0.09% | 0.1% | 756 | -993 | -1.99% | Q4 2025 | Jan 29, 2026 |
| True North Advisors, LLC | History | New | 48,943 | 1,596 | 0.21% | — | 757 | +48,943 | New | Q4 2025 | Jan 22, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 48,782 | 1,591 | 0.21% | 0.19% | 758 | +1,924 | 4.11% | Q4 2025 | Jan 15, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 47,654 | 1,554 | 1.52% | 1.14% | 759 | +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% | 760 | +3,535 | 8.03% | Q4 2025 | Jan 26, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 47,159 | 1,538 | 0.89% | 0.95% | 761 | -2,963 | -5.91% | Q4 2025 | Jan 12, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 47,085 | 1,535 | 0.2% | 0.22% | 762 | -6,367 | -11.91% | Q4 2025 | Feb 10, 2026 |
| OneAscent Family Office, LLC | History | Added to | 46,782 | 1,526 | 1.03% | 1.2% | 763 | +683 | 1.48% | Q4 2025 | Feb 11, 2026 |
| GWN SECURITIES INC. | History | Added to | 46,362 | 1,512 | 0.31% | 0.3% | 764 | +6,006 | 14.88% | Q4 2025 | Feb 11, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 46,052 | 1,502 | 0.18% | 0.19% | 765 | -692 | -1.48% | Q4 2025 | Jan 22, 2026 |
| Cloud Capital Management, LLC | History | Reduced | 45,588 | 1,487 | 0.7% | 0.82% | 767 | -3,056 | -6.28% | Q4 2025 | Feb 12, 2026 |
| Accredited Investors Inc. | History | Reduced | 45,593 | 1,487 | 0.08% | 0.08% | 766 | -114 | -0.25% | Q4 2025 | Feb 05, 2026 |
| HUB Investment Partners, LLC | History | Added to | 45,498 | 1,484 | 0.04% | 0.03% | 768 | +19,662 | 76.1% | Q4 2025 | Feb 17, 2026 |
| Great Waters Wealth Management | History | Reduced | 44,915 | 1,465 | 0.16% | 0.17% | 769 | -626 | -1.37% | Q4 2025 | Jan 15, 2026 |
| Keel Point, LLC | History | Reduced | 44,394 | 1,448 | 0.09% | 0.09% | 770 | -2,042 | -4.4% | Q4 2025 | Feb 12, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 44,578 | 1,440 | 0.67% | 0.94% | 771 | -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% | 772 | +18,442 | 72.56% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 43,849 | 1,430 | 0.05% | 0.05% | 773 | +4,523 | 11.5% | Q4 2025 | Jan 21, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | Reduced | 43,714 | 1,426 | 0.96% | 0.91% | 774 | -257 | -0.58% | Q4 2025 | Jan 26, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 43,416 | 1,416 | 0.09% | 0.09% | 775 | +2,800 | 6.89% | Q4 2025 | Jan 21, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 43,384 | 1,415 | 0.37% | 0.37% | 776 | +4 | 0.01% | Q4 2025 | Jan 07, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 42,866 | 1,398 | 0.92% | — | 777 | +42,866 | New | Q4 2025 | Feb 17, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 44,685 | 1,390 | 0.62% | 0.69% | 778 | +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% | 779 | +1,751 | 4.3% | Q4 2025 | Jan 23, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 42,260 | 1,378 | 0.02% | 0.02% | 780 | +487 | 1.17% | Q4 2025 | Jan 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 41,988 | 1,369 | 0.11% | 0.08% | 781 | +15,493 | 58.48% | Q4 2025 | Jan 13, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 41,782 | 1,362 | 0.09% | 0.09% | 782 | +1,084 | 2.66% | Q4 2025 | Jan 26, 2026 |
| Modus Advisors, LLC | History | Reduced | 41,571 | 1,356 | 0.36% | 0.42% | 783 | -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% | 784 | +11 | 0.03% | Q4 2025 | Feb 27, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 41,444 | 1,351 | 0.28% | 0.03% | 785 | +37,198 | 876.07% | Q4 2025 | Jan 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 41,429 | 1,351 | 0.08% | 0.13% | 786 | +183 | 0.44% | Q4 2025 | Jan 29, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 41,203 | 1,344 | 0.04% | 0.04% | 787 | +2,926 | 7.64% | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 41,185 | 1,343 | 0.18% | — | 788 | +41,185 | New | Q4 2025 | Feb 04, 2026 |
| Gilbert & Cook, Inc. | History | No change | 41,102 | 1,340 | 0.17% | 0.17% | 789 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 40,974 | 1,336 | 0.07% | 0.07% | 790 | +287 | 0.71% | Q4 2025 | Jan 20, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 40,755 | 1,329 | 0.18% | 0.41% | 791 | -1,812 | -4.26% | Q4 2025 | Feb 17, 2026 |
| KLCM Advisors, Inc. | History | New | 40,463 | 1,319 | 0.11% | — | 792 | +40,463 | New | Q4 2025 | Feb 04, 2026 |
| Fusion Capital, LLC | History | Reduced | 39,940 | 1,302 | 0.37% | 0.39% | 793 | -279 | -0.69% | Q4 2025 | Feb 04, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 39,874 | 1,300 | 0.05% | 0.06% | 794 | -313 | -0.78% | Q4 2025 | Feb 11, 2026 |
| Cambria Investment Management, L.P. | History | New | 39,784 | 1,297 | 0.08% | — | 795 | +39,784 | New | Q4 2025 | Feb 17, 2026 |
| Capital Square, LLC | History | Added to | 39,742 | 1,296 | 0.66% | 0.61% | 796 | +2,054 | 5.45% | Q4 2025 | Feb 13, 2026 |
| CGN Advisors LLC | History | Reduced | 39,500 | 1,288 | 0.1% | 0.11% | 797 | -759 | -1.89% | Q4 2025 | Jan 05, 2026 |
| Asset Management Group, Inc. | History | Added to | 38,312 | 1,249 | 0.2% | 0.2% | 798 | +37 | 0.1% | Q4 2025 | Feb 17, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 38,126 | 1,243 | 0.62% | 0.75% | 799 | -4,618 | -10.8% | Q4 2025 | Jan 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 38,080 | 1,242 | 0.02% | 0.02% | 800 | +4 | 0.01% | Q4 2025 | Feb 05, 2026 |
| ASPIRIANT, LLC | History | Added to | 37,698 | 1,229 | 0.04% | 0.03% | 801 | +7,050 | 23.0% | Q4 2025 | Jan 20, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 37,331 | 1,218 | 0.46% | 0.46% | 802 | +32 | 0.09% | Q4 2025 | Jan 23, 2026 |
| Evercore Wealth Management, LLC | History | No change | 37,120 | 1,210 | 0.02% | 0.02% | 803 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 37,042 | 1,208 | 0.4% | 0.37% | 804 | +2,836 | 8.29% | Q4 2025 | Feb 11, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 36,983 | 1,206 | 0.31% | 0.32% | 805 | -2,841 | -7.13% | Q4 2025 | Feb 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 36,856 | 1,202 | 0.01% | 0.02% | 806 | -9,913 | -21.2% | Q4 2025 | Jan 28, 2026 |
| Quartz Partners, LLC | History | Reduced | 36,695 | 1,196 | 0.45% | 0.43% | 807 | -850 | -2.26% | Q4 2025 | Feb 13, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 36,522 | 1,191 | 0.73% | 0.74% | 808 | +392 | 1.08% | Q4 2025 | Jan 07, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 36,312 | 1,184 | 0.24% | 0.24% | 809 | -38 | -0.1% | Q4 2025 | Jan 21, 2026 |
| Hoese & Co LLP | History | No change | 36,276 | 1,182 | 0.84% | 0.88% | 810 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 36,082 | 1,177 | 0.17% | 0.18% | 811 | +839 | 2.38% | Q4 2025 | Feb 09, 2026 |
| Redwood Financial Network Corp | History | Reduced | 36,010 | 1,174 | 0.75% | 0.87% | 812 | -6,988 | -16.25% | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 35,976 | 1,173 | 0.01% | 0.01% | 813 | -429 | -1.18% | Q4 2025 | Feb 06, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 35,824 | 1,168 | 0.36% | 0.38% | 814 | -640 | -1.76% | Q4 2025 | Feb 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 35,806 | 1,167 | 0.09% | 0.09% | 815 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 35,416 | 1,155 | 0.29% | 0.24% | 816 | +6,058 | 20.63% | Q4 2025 | Jan 02, 2026 |
| Legacy Edge Advisors, LLC | History | New | 35,287 | 1,151 | 0.13% | — | 817 | +35,287 | New | Q4 2025 | Feb 02, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 35,252 | 1,149 | 0.27% | 0.29% | 818 | -3,442 | -8.9% | Q4 2025 | Feb 17, 2026 |
| Marotta Asset Management | History | Reduced | 35,188 | 1,147 | 0.21% | 0.25% | 820 | -5,543 | -13.61% | Q4 2025 | Jan 07, 2026 |
| UMB Bank, n.a. | History | Added to | 35,188 | 1,147 | 0.02% | 0.02% | 819 | +2,581 | 7.92% | Q4 2025 | Feb 13, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 34,881 | 1,137 | 0.15% | 0.12% | 821 | +10,835 | 45.06% | Q4 2025 | Jan 09, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 34,739 | 1,133 | 0.03% | 0.03% | 822 | +8,599 | 32.9% | Q4 2025 | Feb 12, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 34,720 | 1,132 | 0.26% | 0.28% | 823 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HEADINVEST, LLC | History | Added to | 34,700 | 1,131 | 0.22% | 0.22% | 824 | +1,381 | 4.14% | Q4 2025 | Feb 02, 2026 |
| StoneX Group Inc. | History | Reduced | 34,545 | 1,130 | 0.05% | 0.07% | 825 | -17,417 | -33.52% | Q4 2025 | Feb 12, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 34,826 | 1,130 | 0.18% | 0.2% | 826 | -1,288 | -3.57% | Q4 2025 | Feb 02, 2026 |
| Summit Trail Advisors, LLC | History | No change | 34,627 | 1,129 | 0.02% | 0.02% | 827 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 34,192 | 1,114 | 0.36% | 0.47% | 828 | +2,331 | 7.32% | Q4 2025 | Jan 23, 2026 |
| Bulwark Capital Corp | History | Added to | 34,072 | 1,111 | 0.79% | 0.82% | 829 | +964 | 2.91% | Q4 2025 | Jan 12, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | No change | 34,046 | 1,110 | 0.34% | 0.37% | 830 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 33,858 | 1,104 | 0.65% | 0.62% | 831 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vantus Wealth LLC | History | New | 33,819 | 1,103 | 0.81% | — | 832 | +33,819 | New | Q4 2025 | Feb 10, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 33,811 | 1,102 | 0.18% | 0.2% | 833 | -316 | -0.93% | Q4 2025 | Jan 26, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 33,702 | 1,099 | 0.34% | 0.35% | 834 | -141 | -0.42% | Q4 2025 | Jan 30, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 33,658 | 1,097 | 0.02% | 0.01% | 835 | +12,411 | 58.41% | Q4 2025 | Jan 23, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 33,355 | 1,088 | 0.3% | 0.29% | 836 | +102 | 0.31% | Q4 2025 | Feb 04, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 33,031 | 1,077 | 0.02% | 0.02% | 837 | -153 | -0.46% | Q4 2025 | Jan 28, 2026 |
| Eagle Wealth Advisors LLC | History | New | 33,008 | 1,076 | 0.92% | — | 838 | +33,008 | New | Q4 2025 | Jan 29, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | New | 32,985 | 1,075 | 1.08% | — | 839 | +32,985 | New | Q4 2025 | Feb 06, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 32,763 | 1,068 | 0.07% | 0.07% | 840 | +189 | 0.58% | Q4 2025 | Jan 13, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 32,584 | 1,062 | 0.24% | 0.2% | 841 | +6,980 | 27.26% | Q4 2025 | Feb 05, 2026 |
| First Pacific Financial | History | Reduced | 32,422 | 1,057 | 0.14% | 0.14% | 842 | -207 | -0.63% | Q4 2025 | Jan 16, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 32,283 | 1,053 | 0.38% | 0.43% | 843 | -3,096 | -8.75% | Q4 2025 | Jan 27, 2026 |
| Elser Financial Planning, Inc | History | Added to | 32,234 | 1,051 | 0.76% | 1.25% | 844 | +47 | 0.15% | Q4 2025 | Jan 15, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 32,156 | 1,048 | 0.11% | 0.14% | 845 | +712 | 2.26% | Q4 2025 | Feb 17, 2026 |
| Planning Center, Inc. | History | Reduced | 32,112 | 1,047 | 0.11% | 0.11% | 846 | -276 | -0.85% | Q4 2025 | Feb 02, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 32,047 | 1,045 | 0.29% | 0.33% | 847 | -650 | -1.99% | Q4 2025 | Feb 10, 2026 |
| Sun Financial Inc | History | New | 31,818 | 1,037 | 0.58% | — | 848 | +31,818 | New | Q4 2025 | Feb 02, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 31,566 | 1,029 | 0.55% | 0.52% | 849 | +745 | 2.42% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 31,536 | 1,028 | 0.16% | 0.21% | 850 | +712 | 2.31% | Q4 2025 | Feb 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 33,153 | 1,025 | 0.28% | 0.15% | 851 | +17,837 | 116.46% | Q4 2025 | Feb 10, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 31,300 | 1,021 | 0.25% | 0.23% | 853 | +3,961 | 14.49% | Q4 2025 | Feb 02, 2026 |
| STEPHENS INC /AR/ | History | Added to | 31,305 | 1,021 | 0.01% | 0.01% | 852 | +435 | 1.41% | Q4 2025 | Feb 05, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 31,040 | 1,012 | 0.43% | 0.53% | 855 | +137 | 0.44% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 31,040 | 1,012 | 0.05% | 0.05% | 854 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Missouri Trust & Investment Co | History | Added to | 30,979 | 1,010 | 0.3% | 0.29% | 856 | +315 | 1.03% | Q4 2025 | Feb 13, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 32,061 | 1,002 | 0.39% | 0.37% | 857 | +6,036 | 23.19% | Q4 2025 | Feb 12, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 30,736 | 1,002 | 0.68% | 0.66% | 858 | +3,009 | 10.85% | Q4 2025 | Feb 02, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 30,706 | 1,000 | 0.32% | 0.28% | 859 | +6,303 | 25.83% | Q4 2025 | Feb 10, 2026 |
| NorthRock Partners, LLC | History | Reduced | 30,428 | 992 | 0.02% | 0.02% | 860 | -3,352 | -9.92% | Q4 2025 | Feb 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 30,086 | 981 | 0.06% | 0.02% | 861 | +18,378 | 156.97% | Q4 2025 | Jan 20, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 29,938 | 976 | 0.01% | 0.01% | 862 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wealth Architects, LLC | History | No change | 29,927 | 976 | 0.09% | 0.09% | 863 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Reduced | 29,584 | 965 | 0.05% | 0.06% | 864 | -3,765 | -11.29% | Q4 2025 | Jan 22, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 29,574 | 964 | 0.17% | 0.17% | 865 | +1,350 | 4.78% | Q4 2025 | Jan 07, 2026 |
| Fisher Asset Management, LLC | History | Added to | 29,522 | 963 | 0.0% | 0.0% | 866 | +3,333 | 12.73% | Q4 2025 | Feb 09, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 29,434 | 960 | 0.19% | 0.2% | 867 | -417 | -1.4% | Q4 2025 | Feb 03, 2026 |
| TFB Advisors LLC | History | Added to | 29,332 | 956 | 0.27% | 0.26% | 868 | +1,593 | 5.74% | Q4 2025 | Feb 13, 2026 |
| GS Investments, Inc. | History | Added to | 29,211 | 952 | 0.52% | 0.46% | 869 | +50 | 0.17% | Q4 2025 | Feb 09, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 29,050 | 947 | 0.0% | 0.0% | 870 | +14,479 | 99.37% | Q4 2025 | Feb 12, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 29,051 | 947 | 0.31% | 0.32% | 871 | -800 | -2.68% | Q4 2025 | Jan 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 28,888 | 942 | 0.06% | 0.06% | 872 | +2,013 | 7.49% | Q4 2025 | Feb 03, 2026 |
| Platt Wealth Management LLC | History | New | 28,876 | 941 | 0.93% | — | 875 | +28,876 | New | Q4 2025 | Feb 06, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 28,871 | 941 | 0.06% | 0.05% | 874 | +6,974 | 31.85% | Q4 2025 | Apr 02, 2026 |
| Smart Portfolios, LLC | History | Reduced | 28,870 | 941 | 0.94% | 0.89% | 873 | -100 | -0.35% | Q4 2025 | Jan 30, 2026 |
| Maia Wealth LLC | History | Added to | 30,759 | 938 | 0.16% | 0.17% | 876 | +110 | 0.36% | Q4 2025 | Feb 17, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | Reduced | 28,655 | 934 | 0.12% | 0.72% | 877 | -138,596 | -82.87% | Q4 2025 | Feb 04, 2026 |
| Continuum Advisory, LLC | History | Added to | 28,501 | 929 | 0.09% | 0.08% | 878 | +4,048 | 16.55% | Q4 2025 | Feb 11, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 28,455 | 928 | 0.03% | 0.03% | 879 | -2,206 | -7.19% | Q4 2025 | Jan 30, 2026 |
| Adelphi Trust Co | History | New | 28,444 | 927 | 0.76% | — | 880 | +28,444 | New | Q4 2025 | Jan 26, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 28,383 | 925 | 0.3% | 0.3% | 881 | +12 | 0.04% | Q4 2025 | Jan 27, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 28,307 | 923 | 0.28% | 0.29% | 882 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 28,266 | 922 | 0.05% | 0.05% | 883 | +1,794 | 6.78% | Q4 2025 | Feb 02, 2026 |
| OMC Financial Services LTD | History | Reduced | 28,271 | 922 | 0.34% | 0.34% | 884 | -473 | -1.65% | Q4 2025 | Jan 06, 2026 |
| Evanson Asset Management, LLC | History | Added to | 28,193 | 919 | 0.05% | 0.04% | 885 | +5,405 | 23.72% | Q4 2025 | Jan 12, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 28,177 | 919 | 0.46% | 0.42% | 886 | +1,492 | 5.59% | Q4 2025 | Feb 12, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 28,153 | 918 | 0.27% | 0.24% | 887 | -509 | -1.78% | Q4 2025 | Feb 06, 2026 |
| National Wealth Management Group, LLC | History | Added to | 28,133 | 917 | 0.32% | 0.16% | 888 | +14,501 | 106.37% | Q4 2025 | Jan 12, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 27,978 | 912 | 0.25% | 0.26% | 889 | -229 | -0.81% | Q4 2025 | Jan 23, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Reduced | 27,939 | 911 | 0.41% | 0.43% | 890 | -83 | -0.3% | Q4 2025 | Feb 10, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | Added to | 27,856 | 908 | 0.99% | 0.95% | 891 | +2,314 | 9.06% | Q4 2025 | Jan 14, 2026 |
| Goldstein Advisors, LLC | History | Added to | 27,664 | 902 | 0.1% | 0.11% | 892 | +445 | 1.63% | Q4 2025 | Feb 10, 2026 |
| Fortis Advisors, LLC | History | Added to | 27,635 | 901 | 0.49% | 0.46% | 893 | +1,960 | 7.63% | Q4 2025 | Feb 10, 2026 |
| Essex LLC | History | Reduced | 27,584 | 899 | 0.16% | 0.16% | 894 | -893 | -3.14% | Q4 2025 | Jan 20, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 27,550 | 898 | 0.11% | 0.08% | 896 | +8,431 | 44.1% | Q4 2025 | Jan 15, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 27,542 | 898 | 0.03% | 0.03% | 895 | -1,086 | -3.79% | Q4 2025 | Jan 26, 2026 |
| Stark Wealth Management LLC | History | Added to | 27,424 | 894 | 3.36% | 3.83% | 898 | +1,223 | 4.67% | Q4 2025 | Feb 17, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 27,414 | 894 | 0.03% | 0.03% | 897 | +1,066 | 4.05% | Q4 2025 | Feb 13, 2026 |
| Hidden Cove Wealth Management, LLC | History | Added to | 27,352 | 892 | 0.58% | 0.54% | 899 | +1,601 | 6.22% | Q4 2025 | Feb 02, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 27,339 | 891 | 0.45% | 0.46% | 900 | -535 | -1.92% | Q4 2025 | Jan 14, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 27,274 | 889 | 0.19% | 0.1% | 901 | +15,000 | 122.21% | Q4 2025 | Feb 02, 2026 |
| Clear Retirement Advice LLC | History | New | 28,580 | 888 | 0.69% | — | 903 | +28,580 | New | Q4 2025 | Feb 24, 2026 |
| Fulcrum Equity Management | History | Reduced | 27,245 | 888 | 0.85% | 1.07% | 902 | -5,862 | -17.71% | Q4 2025 | Jan 06, 2026 |
| SpringVest Wealth Management LLC | History | No change | 27,121 | 884 | 0.62% | 0.64% | 904 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 27,060 | 882 | 0.35% | 3.19% | 905 | -324,037 | -92.29% | Q4 2025 | Feb 11, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 26,727 | 878 | 0.12% | 0.08% | 906 | +5,831 | 27.9% | Q4 2025 | Feb 11, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 26,908 | 877 | 0.13% | 0.12% | 907 | +1,121 | 4.35% | Q4 2025 | Feb 12, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 26,873 | 876 | 0.16% | 0.01% | 908 | +709 | 2.71% | Q4 2025 | Mar 04, 2026 |
| Johnson Wealth Management, LLC | History | New | 26,788 | 873 | 0.43% | — | 910 | +26,788 | New | Q4 2025 | Feb 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 26,770 | 873 | 0.45% | 0.43% | 909 | -9,485 | -26.16% | Q4 2025 | Feb 18, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 26,762 | 872 | 0.01% | — | 911 | +26,762 | New | Q4 2025 | Feb 13, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 26,717 | 871 | 0.02% | 0.02% | 912 | +654 | 2.51% | Q4 2025 | Feb 06, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 26,714 | 871 | 1.45% | 1.15% | 913 | -84 | -0.31% | Q4 2025 | Feb 09, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 26,623 | 868 | 0.14% | 0.14% | 914 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Independent Wealth Network Inc. | History | Added to | 26,483 | 863 | 0.26% | 0.27% | 915 | +517 | 1.99% | Q4 2025 | Jan 26, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 26,417 | 861 | 0.07% | 0.07% | 916 | -431 | -1.61% | Q4 2025 | Jan 27, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 26,342 | 859 | 0.35% | 0.21% | 917 | +2,146 | 8.87% | Q4 2025 | Feb 11, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 26,213 | 855 | 0.21% | 0.21% | 918 | -590 | -2.2% | Q4 2025 | Jan 29, 2026 |
| Members Trust Co | History | Reduced | 26,182 | 854 | 0.03% | 0.03% | 919 | -154 | -0.58% | Q4 2025 | Jan 15, 2026 |
| Global Endowment Management, LP | History | Reduced | 26,100 | 851 | 0.11% | 0.11% | 920 | -1,118 | -4.11% | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | Added to | 26,012 | 848 | 0.0% | 0.0% | 921 | +859 | 3.42% | Q4 2025 | Feb 13, 2026 |
| NBT BANK N A /NY | History | Added to | 65 | 846 | 0.05% | 0.05% | 922 | +1 | 1.56% | Q4 2025 | Jan 23, 2026 |
| ALTFEST L J & CO INC | History | Added to | 25,786 | 841 | 0.09% | 0.09% | 923 | +10 | 0.04% | Q4 2025 | Jan 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 25,759 | 840 | 0.04% | 0.05% | 924 | -852 | -3.2% | Q4 2025 | Jan 12, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | No change | 25,700 | 838 | 0.61% | 0.65% | 925 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 25,584 | 834 | 0.01% | 0.01% | 926 | -517 | -1.98% | Q4 2025 | Feb 05, 2026 |
| Richmond Investment Services, LLC | History | Added to | 25,540 | 833 | 0.14% | 0.11% | 928 | +7,159 | 38.95% | Q4 2025 | Feb 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 25,543 | 833 | 0.13% | 0.15% | 927 | -596 | -2.28% | Q4 2025 | Feb 17, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 25,520 | 829 | 0.25% | 0.24% | 929 | +1,743 | 7.33% | Q4 2025 | Feb 06, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 25,394 | 828 | 0.08% | 0.11% | 930 | -7,722 | -23.32% | Q4 2025 | Jan 20, 2026 |
| Ruggaard & Associates LLC | History | Added to | 25,318 | 825 | 0.32% | 0.3% | 931 | +1 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 25,277 | 824 | 0.08% | 0.08% | 933 | +286 | 1.14% | Q4 2025 | Feb 11, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 25,272 | 824 | 0.03% | 0.03% | 932 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 25,223 | 822 | 0.04% | 0.03% | 934 | +4,585 | 22.22% | Q4 2025 | Feb 11, 2026 |
| Soundwatch Capital LLC | History | Reduced | 25,183 | 821 | 0.13% | 0.13% | 935 | -742 | -2.86% | Q4 2025 | Feb 10, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | Reduced | 25,119 | 819 | 0.39% | 0.44% | 936 | -2,676 | -9.63% | Q4 2025 | Jan 28, 2026 |
| NORDEN GROUP LLC | History | Added to | 25,086 | 818 | 0.08% | 0.08% | 937 | +19 | 0.08% | Q4 2025 | Jan 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 25,041 | 816 | 0.07% | 0.1% | 938 | -11,196 | -30.9% | Q4 2025 | Feb 09, 2026 |
| BLUELINE ADVISORS LLC | History | New | 24,813 | 809 | 0.66% | — | 939 | +24,813 | New | Q4 2025 | Feb 10, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 24,719 | 806 | 0.08% | 0.03% | 940 | +17,800 | 257.26% | Q4 2025 | Jan 22, 2026 |
| Costello Asset Management, INC | History | Reduced | 24,604 | 802 | 0.27% | 0.27% | 941 | -1,049 | -4.09% | Q4 2025 | Feb 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 24,492 | 798 | 0.02% | 0.02% | 942 | -1,036 | -4.06% | Q4 2025 | Jan 29, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 24,334 | 793 | 0.51% | 0.5% | 943 | +6 | 0.02% | Q4 2025 | Jan 28, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 24,115 | 786 | 0.43% | 1.85% | 944 | -71,818 | -74.86% | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 24,019 | 783 | 0.43% | — | 946 | +24,019 | New | Q4 2025 | Feb 17, 2026 |
| Blackhawk Capital Partners, LLC | History | Reduced | 24,011 | 783 | 0.29% | 0.42% | 945 | -9,791 | -28.97% | Q4 2025 | Feb 04, 2026 |
| Annex Advisory Services, LLC | History | Added to | 23,863 | 778 | 0.01% | 0.01% | 947 | +3,207 | 15.53% | Q4 2025 | Jan 26, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 23,636 | 771 | 0.01% | 0.01% | 949 | +211 | 0.9% | Q4 2025 | Jan 07, 2026 |
| Windsor Advisory Group, LLC | History | No change | 23,644 | 771 | 0.69% | 0.67% | 948 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 23,575 | 769 | 0.06% | 0.05% | 950 | +3,141 | 15.37% | Q4 2025 | Jan 09, 2026 |
| RBA Wealth Management, LLC | History | Added to | 23,587 | 769 | 0.26% | 0.25% | 951 | +694 | 3.03% | Q4 2025 | Jan 26, 2026 |
| Sunpointe, LLC | History | Reduced | 23,486 | 766 | 0.25% | 0.28% | 952 | -931 | -3.81% | Q4 2025 | Jan 23, 2026 |
| Financial Sense Advisors, Inc. | History | Reduced | 23,449 | 764 | 0.14% | 0.13% | 953 | -550 | -2.29% | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | Added to | 23,407 | 763 | 0.01% | 0.01% | 955 | +8,498 | 57.0% | Q4 2025 | Jan 27, 2026 |
| Legend Financial Advisors, Inc. | History | Reduced | 23,397 | 763 | 0.46% | 0.48% | 954 | -1,167 | -4.75% | Q4 2025 | Jan 23, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 23,344 | 761 | 0.08% | 0.09% | 956 | -573 | -2.4% | Q4 2025 | Feb 10, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 23,271 | 759 | 0.03% | 0.04% | 957 | +15 | 0.06% | Q4 2025 | Feb 17, 2026 |
| Resolute Advisors LLC | History | Added to | 23,245 | 758 | 0.25% | 0.19% | 958 | +22 | 0.09% | Q4 2025 | Feb 11, 2026 |
| Element Wealth, LLC | History | No change | 23,212 | 757 | 0.31% | 0.32% | 959 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 23,155 | 755 | 0.17% | 0.11% | 960 | -99 | -0.43% | Q4 2025 | Feb 11, 2026 |
| GREENWOOD GEARHART INC | History | Added to | 23,039 | 751 | 0.04% | 0.04% | 961 | +1,234 | 5.66% | Q4 2025 | Feb 04, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 22,926 | 747 | 1.6% | 1.05% | 962 | -260,664 | -91.92% | Q4 2025 | Feb 13, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Added to | 22,753 | 742 | 0.05% | 0.04% | 963 | +3,129 | 15.94% | Q4 2025 | Jan 27, 2026 |
| Northwest Capital Management Inc | History | Reduced | 22,668 | 739 | 3.2% | 0.89% | 964 | -3,932 | -14.78% | Q4 2025 | Jan 26, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 22,612 | 737 | 0.01% | 0.01% | 965 | -186 | -0.82% | Q4 2025 | Feb 02, 2026 |
| HOEY INVESTMENTS, INC | History | Added to | 22,357 | 729 | 0.1% | 0.09% | 966 | +101 | 0.45% | Q4 2025 | Jan 28, 2026 |
| SOL Capital Management CO | History | No change | 22,170 | 723 | 0.06% | 0.06% | 967 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MBE Wealth Management, LLC | History | Added to | 22,151 | 722 | 0.3% | 0.31% | 968 | +3 | 0.01% | Q4 2025 | Jan 21, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 22,124 | 721 | 0.07% | 0.08% | 969 | -432 | -1.92% | Q4 2025 | Feb 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 22,075 | 720 | 0.0% | 0.0% | 970 | +2,420 | 12.31% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 22,039 | 718 | 0.0% | — | 971 | +22,039 | New | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 21,981 | 716 | 0.04% | 0.04% | 972 | -571 | -2.53% | Q4 2025 | Feb 17, 2026 |
| First Western Trust Bank | History | No change | 21,924 | 715 | 0.04% | 0.03% | 973 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 21,899 | 714 | 0.0% | 0.0% | 974 | +9,501 | 76.63% | Q4 2025 | Jan 29, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 21,810 | 711 | 0.31% | 2.66% | 975 | -149,744 | -87.29% | Q4 2025 | Jan 23, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 21,820 | 709 | 0.21% | 0.22% | 976 | +272 | 1.26% | Q4 2025 | Jan 06, 2026 |
| Baring Financial LLC | History | Reduced | 21,728 | 708 | 0.43% | 3.3% | 978 | -129,883 | -85.67% | Q4 2025 | Jan 07, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 21,727 | 708 | 0.32% | 0.31% | 977 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Core Wealth Partners LLC | History | Added to | 21,675 | 707 | 0.32% | 0.25% | 979 | +4,313 | 24.84% | Q4 2025 | Feb 17, 2026 |
| Alpha Financial Advisors, LLC | History | No change | 21,515 | 701 | 0.21% | 0.24% | 980 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 21,286 | 699 | 0.16% | 0.17% | 981 | -5 | -0.02% | Q4 2025 | Jan 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 21,396 | 697 | 0.04% | 0.05% | 982 | -474 | -2.17% | Q4 2025 | Jan 23, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 21,287 | 694 | 0.17% | 0.37% | 984 | -19,681 | -48.04% | Q4 2025 | Jan 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 21,304 | 694 | 0.02% | 0.02% | 983 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SRH ADVISORS, LLC | History | No change | 21,160 | 690 | 0.2% | 0.2% | 985 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| New Insight Wealth Advisors | History | Added to | 21,118 | 688 | 0.25% | 0.24% | 986 | +1,488 | 7.58% | Q4 2025 | Feb 17, 2026 |
| Financial Planning Navigators CORP | History | New | 20,980 | 684 | 0.31% | — | 988 | +20,980 | New | Q4 2025 | Jan 16, 2026 |
| Front Row Advisors LLC | History | Added to | 20,980 | 684 | 0.23% | 0.22% | 987 | +2 | 0.01% | Q4 2025 | Feb 12, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | New | 20,933 | 682 | 0.51% | — | 990 | +20,933 | New | Q4 2025 | Mar 02, 2026 |
| Owen LaRue, LLC | History | Added to | 20,920 | 682 | 0.26% | 0.26% | 989 | +7 | 0.03% | Q4 2025 | Feb 05, 2026 |
| SageGuard Financial Group, LLC | History | New | 20,863 | 680 | 0.11% | — | 992 | +20,863 | New | Q4 2025 | Jan 27, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 20,875 | 680 | 0.09% | 0.09% | 991 | -111 | -0.53% | Q4 2025 | Feb 13, 2026 |
| Red Mountain Financial, LLC | History | Added to | 20,722 | 675 | 0.66% | 0.6% | 993 | +2,040 | 10.92% | Q4 2025 | Jan 26, 2026 |
| Inspire Advisors, LLC | History | Added to | 20,671 | 674 | 0.06% | 0.03% | 994 | +9,967 | 93.11% | Q4 2025 | Feb 13, 2026 |
| SVRN Asset Management, LLC | History | New | 20,515 | 669 | 0.55% | — | 995 | +20,515 | New | Q4 2025 | Feb 13, 2026 |
| Amicus Financial Advisors, LLC | History | New | 20,500 | 668 | 0.19% | — | 996 | +20,500 | New | Q4 2025 | Mar 02, 2026 |
| L. Roy Papp & Associates, LLP | History | Reduced | 20,412 | 665 | 0.07% | 0.08% | 997 | -692 | -3.28% | Q4 2025 | Jan 28, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 20,390 | 665 | 0.04% | 0.04% | 998 | +33 | 0.16% | Q4 2025 | Jan 12, 2026 |
| SVB WEALTH LLC | History | Added to | 20,314 | 662 | 0.04% | 0.03% | 999 | +3 | 0.01% | Q4 2025 | Feb 04, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 20,262 | 660 | 0.14% | 0.11% | 1000 | -1,234 | -5.74% | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | Reduced | 20,142 | 657 | 0.0% | 0.0% | 1001 | -4,907 | -19.59% | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 19,904 | 653 | 0.01% | 0.0% | 1002 | +17,672 | 791.76% | Q4 2025 | Jan 26, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 19,984 | 651 | 0.01% | 0.01% | 1003 | -605 | -2.94% | Q4 2025 | Jan 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 19,860 | 647 | 0.04% | 0.04% | 1004 | +1,133 | 6.05% | Q4 2025 | Feb 05, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 19,821 | 646 | 0.08% | — | 1005 | +19,821 | New | Q4 2025 | Feb 04, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 19,720 | 643 | 0.18% | 0.19% | 1006 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 19,694 | 642 | 0.41% | 0.41% | 1007 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 19,659 | 641 | 0.03% | 0.03% | 1008 | +237 | 1.22% | Q4 2025 | Jan 21, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | New | 19,624 | 640 | 0.03% | — | 1009 | +19,624 | New | Q4 2025 | Feb 09, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 19,509 | 636 | 0.29% | 0.26% | 1010 | +1,148 | 6.25% | Q4 2025 | Jan 07, 2026 |
| Sovran Advisors, LLC | History | Added to | 19,595 | 635 | 0.05% | 0.05% | 1012 | +2,747 | 16.3% | Q4 2025 | Jan 20, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 19,468 | 635 | 0.01% | 0.02% | 1011 | -2,000 | -9.32% | Q4 2025 | Jan 27, 2026 |
| Kastel Capital Advisors, LLC | History | New | 19,454 | 634 | 0.39% | — | 1013 | +19,454 | New | Q4 2025 | Feb 18, 2026 |
| Lutz Financial Services LLC | History | Reduced | 19,334 | 630 | 0.04% | 0.05% | 1014 | -1,053 | -5.17% | Q4 2025 | Feb 06, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 19,235 | 627 | 0.09% | 0.1% | 1015 | -1,970 | -9.29% | Q4 2025 | Feb 11, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 19,131 | 624 | 0.46% | 0.46% | 1016 | -560 | -2.84% | Q4 2025 | Feb 13, 2026 |
| SMART Wealth LLC | History | Added to | 19,037 | 620 | 0.19% | 0.19% | 1019 | +3,498 | 22.51% | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | Reduced | 19,029 | 620 | 0.03% | 0.04% | 1018 | -1,606 | -7.78% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 19,024 | 620 | 0.01% | 0.01% | 1017 | -37 | -0.19% | Q4 2025 | Jan 16, 2026 |
| Plancorp, LLC | History | Reduced | 18,913 | 616 | 0.02% | 0.04% | 1020 | -16,761 | -46.98% | Q4 2025 | Feb 05, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 18,869 | 615 | 0.02% | 0.02% | 1021 | +4,975 | 35.81% | Q4 2025 | Feb 03, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 18,862 | 615 | 0.42% | 0.41% | 1022 | +400 | 2.17% | Q4 2025 | Feb 02, 2026 |
| Blue Barn Wealth, LLC | History | Reduced | 18,775 | 612 | 0.89% | 1.88% | 1024 | -115,508 | -86.02% | Q4 2025 | Feb 10, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Reduced | 18,752 | 612 | 0.13% | 0.13% | 1023 | -848 | -4.33% | Q4 2025 | Jan 16, 2026 |
| Focused Wealth Management, Inc | History | Added to | 18,692 | 609 | 0.06% | 0.06% | 1025 | +29 | 0.16% | Q4 2025 | Jan 29, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 18,695 | 609 | 0.1% | 0.1% | 1026 | +2 | 0.01% | Q4 2025 | Jan 20, 2026 |
| American Financial Advisors, LLC | History | Added to | 18,594 | 606 | 0.08% | 0.07% | 1027 | +411 | 2.26% | Q4 2025 | Feb 03, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 18,533 | 604 | 0.31% | 0.93% | 1030 | -42,488 | -69.63% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 18,529 | 604 | 0.05% | 0.03% | 1028 | +7,875 | 73.92% | Q4 2025 | Jan 26, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | No change | 18,539 | 604 | 0.08% | 0.08% | 1029 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealth Analytics Partners, LLC | History | New | 18,396 | 600 | 0.24% | — | 1032 | +18,396 | New | Q4 2025 | Feb 17, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 18,422 | 600 | 0.08% | 0.07% | 1031 | +645 | 3.63% | Q4 2025 | Feb 04, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 18,305 | 597 | 0.17% | 0.19% | 1033 | -1,385 | -7.03% | Q4 2025 | Feb 10, 2026 |
| Ankerstar Wealth, LLC | History | New | 18,186 | 593 | 0.59% | — | 1035 | +18,186 | New | Q4 2025 | Feb 12, 2026 |
| Fortis Capital Management LLC | History | Reduced | 18,198 | 593 | 0.08% | 0.1% | 1034 | -3,661 | -16.75% | Q4 2025 | Feb 13, 2026 |
| Wealth Advisory Team LLC | History | New | 18,134 | 591 | 0.52% | — | 1036 | +18,134 | New | Q4 2025 | Feb 05, 2026 |
| Vanguard Capital Wealth Advisors | History | Reduced | 18,088 | 590 | 0.47% | 0.47% | 1037 | -486 | -2.62% | Q4 2025 | Jan 16, 2026 |
| Aspen Investment Management Inc | History | Reduced | 17,846 | 582 | 0.18% | 0.22% | 1038 | -390 | -2.14% | Q4 2025 | Feb 06, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 17,855 | 582 | 0.04% | 0.04% | 1039 | +16 | 0.09% | Q4 2025 | Feb 06, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 17,813 | 581 | 0.06% | 0.07% | 1040 | +9 | 0.05% | Q4 2025 | Feb 13, 2026 |
| INVESTED ADVISORS | History | Added to | 17,786 | 580 | 0.6% | 0.5% | 1041 | +5,525 | 45.06% | Q4 2025 | Jan 26, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 17,602 | 574 | 0.15% | 0.13% | 1042 | +1,663 | 10.43% | Q4 2025 | Jan 13, 2026 |
| Annandale Capital, LLC | History | Added to | 17,506 | 571 | 0.07% | 0.09% | 1043 | +17 | 0.1% | Q4 2025 | Feb 12, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 17,424 | 568 | 0.02% | 0.02% | 1044 | +1,499 | 9.41% | Q4 2025 | Jan 23, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 17,335 | 565 | 0.38% | 0.41% | 1046 | -1,495 | -7.94% | Q4 2025 | Jan 22, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 17,326 | 565 | 0.02% | 0.02% | 1045 | +433 | 2.56% | Q4 2025 | Feb 09, 2026 |
| MONEYWISE, INC. | History | Added to | 17,170 | 560 | 0.23% | 0.25% | 1047 | +1 | 0.01% | Q4 2025 | Feb 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 17,156 | 559 | 0.0% | 0.0% | 1048 | +2,713 | 18.78% | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | Added to | 17,133 | 558 | 0.02% | 0.02% | 1049 | +15 | 0.09% | Q4 2025 | Feb 10, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 17,076 | 557 | 0.47% | 0.5% | 1050 | -1,983 | -10.4% | Q4 2025 | Jan 20, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 17,033 | 555 | 0.04% | 0.05% | 1051 | -1,328 | -7.23% | Q4 2025 | Feb 04, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 17,025 | 555 | 0.16% | 0.17% | 1052 | -705 | -3.98% | Q4 2025 | Feb 09, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 16,985 | 554 | 0.39% | 0.4% | 1054 | -1,700 | -9.1% | Q4 2025 | Feb 17, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 16,889 | 554 | 0.07% | 0.07% | 1053 | +14 | 0.08% | Q4 2025 | Jan 14, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 16,984 | 554 | 0.39% | 0.41% | 1055 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Elevation Wealth Management LLC | History | New | 16,962 | 553 | 0.53% | — | 1057 | +16,962 | New | Q4 2025 | Feb 12, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Reduced | 16,960 | 553 | 0.06% | 0.06% | 1056 | -534 | -3.05% | Q4 2025 | Feb 03, 2026 |
| Triangle Securities Wealth Management | History | Added to | 16,861 | 550 | 0.12% | 0.11% | 1058 | +1,339 | 8.63% | Q4 2025 | Jan 13, 2026 |
| Everstar Asset Management, LLC | History | Added to | 16,845 | 549 | 0.29% | 0.3% | 1059 | +1 | 0.01% | Q4 2025 | Feb 05, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 16,748 | 546 | 0.24% | 0.25% | 1060 | -523 | -3.03% | Q4 2025 | Jan 16, 2026 |
| ZynergyRetirementPlanningLLC | History | Reduced | 16,727 | 545 | 0.34% | 0.35% | 1061 | -848 | -4.83% | Q4 2025 | Jan 09, 2026 |
| Geometric Wealth Advisors | History | No change | 16,688 | 544 | 0.07% | 0.07% | 1062 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Argos Wealth Advisors, LLC | History | New | 16,584 | 540 | 0.15% | — | 1063 | +16,584 | New | Q4 2025 | Feb 04, 2026 |
| Klingman & Associates, LLC | History | Reduced | 16,538 | 539 | 0.03% | 0.03% | 1064 | -764 | -4.42% | Q4 2025 | Jan 29, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 16,378 | 538 | 0.07% | 0.07% | 1065 | -87 | -0.53% | Q4 2025 | Jan 14, 2026 |
| Tranquility Partners, LLC | History | No change | 16,425 | 535 | 0.19% | 0.18% | 1066 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 16,353 | 533 | 0.3% | 0.31% | 1067 | -13 | -0.08% | Q4 2025 | Jan 06, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 16,190 | 528 | 0.23% | 0.24% | 1068 | -493 | -2.96% | Q4 2025 | Jan 15, 2026 |
| Obermeyer Wealth Partners | History | Added to | 16,184 | 527 | 0.02% | 0.02% | 1069 | +144 | 0.9% | Q4 2025 | Jan 29, 2026 |
| Glassman Wealth Services | History | Added to | 16,183 | 527 | 0.07% | 0.07% | 1070 | +6 | 0.04% | Q4 2025 | Jan 28, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 16,148 | 526 | 0.03% | 0.03% | 1071 | -552 | -3.31% | Q4 2025 | Jan 15, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 16,095 | 525 | 0.03% | 0.04% | 1072 | -2,396 | -12.96% | Q4 2025 | Feb 05, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 16,092 | 524 | 0.13% | 0.13% | 1073 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Lantz Financial LLC | History | No change | 16,052 | 523 | 0.11% | 0.11% | 1074 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Caprock Group, LLC | History | Reduced | 16,023 | 522 | 0.01% | 0.01% | 1075 | -1,527 | -8.7% | Q4 2025 | Jan 28, 2026 |
| CVFG LLC | History | No change | 16,032 | 522 | 0.36% | 0.37% | 1076 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gotham Asset Management, LLC | History | No change | 16,000 | 521 | 0.0% | 0.0% | 1077 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ironwood Financial, llc | History | Reduced | 15,718 | 517 | 0.09% | 0.09% | 1078 | -961 | -5.76% | Q4 2025 | Jan 15, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 15,859 | 517 | 0.11% | 0.11% | 1079 | -538 | -3.28% | Q4 2025 | Feb 12, 2026 |
| Sharkey, Howes & Javer | History | No change | 15,792 | 515 | 0.07% | 0.06% | 1080 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 15,668 | 511 | 0.01% | 0.01% | 1081 | -1,445 | -8.44% | Q4 2025 | Feb 09, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | No change | 15,544 | 510 | 0.06% | 0.06% | 1082 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Affiance Financial, LLC | History | Added to | 15,606 | 509 | 0.08% | 0.09% | 1083 | +31 | 0.2% | Q4 2025 | Jan 21, 2026 |
| Waterfront Wealth Inc. | History | Added to | 15,594 | 505 | 0.1% | 0.09% | 1084 | +1,102 | 7.6% | Q4 2025 | Jan 27, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 15,390 | 502 | 0.21% | 0.19% | 1086 | -2,082 | -11.92% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 15,407 | 502 | 0.03% | 0.04% | 1085 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Advisor OS, LLC | History | Reduced | 15,381 | 501 | 0.04% | 0.04% | 1087 | -59 | -0.38% | Q4 2025 | Feb 04, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 15,354 | 500 | 0.08% | 0.09% | 1088 | -1,990 | -11.47% | Q4 2025 | Feb 17, 2026 |
| Brickley Wealth Management | History | Added to | 15,305 | 499 | 0.08% | 0.08% | 1089 | +1,098 | 7.73% | Q4 2025 | Jan 29, 2026 |
| Stokes Family Office, LLC | History | Added to | 15,243 | 497 | 0.05% | 0.04% | 1090 | +674 | 4.63% | Q4 2025 | Feb 18, 2026 |
| Arkos Global Advisors | History | No change | 15,200 | 496 | 0.06% | 0.06% | 1091 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 15,176 | 495 | 0.1% | 0.1% | 1092 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 15,148 | 494 | 0.0% | 0.0% | 1093 | +2,742 | 22.1% | Q4 2025 | Jan 30, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 15,171 | 494 | 0.11% | 0.11% | 1094 | +76 | 0.5% | Q4 2025 | Jan 12, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 15,066 | 491 | 0.42% | 2.48% | 1097 | -75,639 | -83.39% | Q4 2025 | Feb 18, 2026 |
| XY Planning Network, Inc. | History | Reduced | 15,071 | 491 | 0.09% | 0.18% | 1096 | -2,691 | -15.15% | Q4 2025 | Jan 26, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 15,054 | 491 | 0.04% | 0.04% | 1095 | +269 | 1.82% | Q4 2025 | Feb 09, 2026 |
| Granite Bay Wealth Management, LLC | History | Reduced | 15,011 | 489 | 0.12% | 0.13% | 1098 | -226 | -1.48% | Q4 2025 | Feb 05, 2026 |
| Manske Wealth Management | History | Added to | 14,938 | 487 | 0.14% | 0.14% | 1099 | +138 | 0.93% | Q4 2025 | Feb 03, 2026 |
| Keenan, LLC | History | New | 14,918 | 486 | 0.43% | — | 1101 | +14,918 | New | Q4 2025 | Mar 04, 2026 |
| Tull Financial Group, Inc. | History | Added to | 14,910 | 486 | 0.21% | 0.15% | 1100 | +4,000 | 36.66% | Q4 2025 | Feb 12, 2026 |
| West Branch Capital LLC | History | Added to | 14,866 | 484 | 0.12% | 0.12% | 1102 | +9 | 0.06% | Q4 2025 | Jan 16, 2026 |
| CPC Advisors, LLC | History | Added to | 14,719 | 480 | 0.05% | 0.05% | 1103 | +325 | 2.26% | Q4 2025 | Jan 28, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 14,672 | 478 | 0.07% | 0.07% | 1104 | -407 | -2.7% | Q4 2025 | Feb 09, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 14,609 | 476 | 0.05% | 0.05% | 1105 | -1,481 | -9.2% | Q4 2025 | Jan 20, 2026 |
| Fairman Group, LLC | History | Reduced | 14,469 | 471 | 0.38% | 0.37% | 1106 | -121 | -0.83% | Q4 2025 | Feb 13, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 14,403 | 469 | 0.33% | 0.33% | 1107 | +14 | 0.1% | Q4 2025 | Feb 11, 2026 |
| PUREfi Wealth, LLC | History | No change | 14,400 | 469 | 0.36% | 0.35% | 1108 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Lynx Investment Advisory | History | Reduced | 14,207 | 463 | 0.25% | 0.28% | 1111 | -539 | -3.66% | Q4 2025 | Feb 05, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | No change | 14,206 | 463 | 0.18% | 0.18% | 1109 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Florida Trust Wealth Management Co | History | No change | 14,216 | 463 | 0.01% | 0.01% | 1110 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 14,184 | 462 | 0.28% | 0.3% | 1112 | -579 | -3.92% | Q4 2025 | Jan 20, 2026 |
| COURIER CAPITAL LLC | History | No change | 14,100 | 459 | 0.03% | 0.03% | 1113 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vectors Research Management, LLC | History | No change | 14,100 | 459 | 0.14% | 0.14% | 1114 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Smith Salley Wealth Management | History | Reduced | 14,043 | 458 | 0.02% | 0.03% | 1115 | -2,034 | -12.65% | Q4 2025 | Jan 27, 2026 |
| Investment Research Partners LLC | History | No change | 14,067 | 458 | 0.2% | 0.21% | 1116 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 14,028 | 457 | 0.07% | 0.08% | 1117 | -1,113 | -7.35% | Q4 2025 | Jan 12, 2026 |
| SWMG, LLC | History | Added to | 14,710 | 457 | 0.13% | 0.14% | 1118 | +270 | 1.87% | Q4 2025 | Feb 10, 2026 |
| BEACON FINANCIAL GROUP | History | New | 13,999 | 456 | 0.05% | — | 1119 | +13,999 | New | Q4 2025 | Apr 01, 2026 |
| Argent Trust Co | History | Added to | 13,975 | 455 | 0.02% | 0.01% | 1120 | +6,255 | 81.02% | Q4 2025 | Feb 10, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 13,936 | 454 | 0.17% | 0.16% | 1121 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Yoffe Investment Management, LLC | History | No change | 13,824 | 450 | 0.57% | 0.57% | 1122 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 13,771 | 449 | 0.03% | 0.03% | 1123 | -2,359 | -14.62% | Q4 2025 | Feb 03, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 13,720 | 448 | 0.22% | 0.24% | 1124 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 13,705 | 447 | 0.11% | 0.1% | 1127 | +14 | 0.1% | Q4 2025 | Jan 08, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 13,720 | 447 | 0.01% | 0.01% | 1125 | +10 | 0.07% | Q4 2025 | Feb 12, 2026 |
| Asio Capital, LLC | History | No change | 13,716 | 447 | 0.06% | 0.07% | 1126 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 13,659 | 445 | 0.22% | 0.23% | 1128 | -138 | -1.0% | Q4 2025 | Feb 09, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 13,613 | 444 | 0.28% | 0.28% | 1129 | +80 | 0.59% | Q4 2025 | Feb 04, 2026 |
| ETF Store, Inc. | History | Added to | 13,541 | 441 | 0.45% | 0.46% | 1130 | +51 | 0.38% | Q4 2025 | Jan 22, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 13,466 | 439 | 0.04% | 0.05% | 1131 | -3,187 | -19.14% | Q4 2025 | Feb 09, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 13,487 | 439 | 0.05% | 0.05% | 1132 | +1,261 | 10.31% | Q4 2025 | Jan 15, 2026 |
| WEALTH EFFECTS LLC | History | Added to | 13,318 | 434 | 0.14% | 0.14% | 1133 | +110 | 0.83% | Q4 2025 | Jan 26, 2026 |
| Aegis Wealth Management, Inc. | History | New | 13,290 | 433 | 0.34% | — | 1135 | +13,290 | New | Q4 2025 | Feb 05, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 13,288 | 433 | 0.07% | 0.07% | 1134 | +13 | 0.1% | Q4 2025 | Jan 20, 2026 |
| WULFF, HANSEN & CO. | History | Added to | 13,270 | 432 | 0.36% | 0.36% | 1136 | +95 | 0.72% | Q4 2025 | Feb 03, 2026 |
| RHS Financial, LLC | History | No change | 13,252 | 432 | 0.21% | 0.22% | 1137 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 13,216 | 431 | 0.38% | — | 1140 | +13,216 | New | Q4 2025 | Feb 18, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 13,235 | 431 | 0.2% | 0.29% | 1139 | -5,281 | -28.52% | Q4 2025 | Feb 06, 2026 |
| Falcon Wealth Planning | History | Added to | 13,236 | 431 | 0.04% | 0.04% | 1138 | +193 | 1.48% | Q4 2025 | Feb 03, 2026 |
| Stratos Investment Management, LLC | History | Added to | 13,209 | 430 | 0.02% | 0.02% | 1141 | +1,377 | 11.64% | Q4 2025 | Jan 20, 2026 |
| AMG National Trust Bank | History | Reduced | 13,104 | 427 | 0.01% | 0.02% | 1142 | -8,341 | -38.89% | Q4 2025 | Jan 30, 2026 |
| GODSEY & GIBB, INC | History | Added to | 13,073 | 426 | 0.04% | 0.03% | 1143 | +788 | 6.41% | Q4 2025 | Jan 27, 2026 |
| VestGen Advisors, LLC | History | Reduced | 12,980 | 423 | 0.02% | 0.05% | 1145 | -29,428 | -69.39% | Q4 2025 | Feb 17, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 15,213 | 423 | 0.09% | 0.07% | 1144 | +1,445 | 10.5% | Q4 2025 | Feb 12, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 12,925 | 421 | 0.12% | 0.12% | 1146 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Frisch Financial Group, Inc. | History | New | 12,842 | 418 | 0.09% | — | 1147 | +12,842 | New | Q4 2025 | Feb 06, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 12,815 | 418 | 0.03% | 0.03% | 1148 | +1,393 | 12.2% | Q4 2025 | Jan 27, 2026 |
| Brooklyn Investment Group | History | New | 12,662 | 416 | 0.02% | — | 1149 | +12,662 | New | Q4 2025 | Feb 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 12,676 | 413 | 0.03% | 0.02% | 1150 | +4,872 | 62.43% | Q4 2025 | Feb 17, 2026 |
| Clark Asset Management, LLC | History | Added to | 12,673 | 413 | 0.04% | 0.05% | 1151 | +259 | 2.09% | Q4 2025 | Jan 27, 2026 |
| Coordinated Financial Services, Inc. | History | No change | 12,622 | 411 | 0.24% | 0.26% | 1152 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Finer Wealth Management, Inc. | History | Reduced | 12,561 | 409 | 0.2% | 0.2% | 1153 | -156 | -1.23% | Q4 2025 | Jan 21, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 12,533 | 408 | 0.0% | — | 1154 | +12,533 | New | Q4 2025 | Feb 17, 2026 |
| Hudock, Inc. | History | Added to | 12,512 | 408 | 0.06% | 0.06% | 1155 | +2 | 0.02% | Q4 2025 | Feb 12, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 12,488 | 407 | 0.22% | 0.13% | 1156 | +5,234 | 72.15% | Q4 2025 | Jan 23, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 12,419 | 405 | 0.02% | — | 1158 | +12,419 | New | Q4 2025 | Feb 09, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 12,420 | 405 | 0.12% | 0.07% | 1159 | +5,819 | 88.15% | Q4 2025 | Feb 05, 2026 |
| Summit Global Investments | History | Added to | 12,405 | 405 | 0.02% | 0.02% | 1157 | +690 | 5.89% | Q4 2025 | Feb 18, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Reduced | 12,411 | 404 | 0.17% | 0.19% | 1160 | -283 | -2.23% | Q4 2025 | Jan 21, 2026 |
| Firestone Capital Management | History | Added to | 12,366 | 403 | 0.09% | 0.09% | 1161 | +11 | 0.09% | Q4 2025 | Feb 09, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 12,329 | 402 | 0.09% | 0.12% | 1162 | -3,056 | -19.86% | Q4 2025 | Jan 16, 2026 |
| Oldfather Financial Services, LLC | History | Reduced | 12,305 | 401 | 0.12% | 0.13% | 1163 | -593 | -4.6% | Q4 2025 | Jan 16, 2026 |
| FULTON BANK, N.A. | History | New | 12,244 | 399 | 0.01% | — | 1164 | +12,244 | New | Q4 2025 | Jan 08, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 12,173 | 397 | 0.04% | 0.04% | 1165 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Stonebridge Financial Group, LLC | History | New | 12,140 | 396 | 0.03% | — | 1167 | +12,140 | New | Q4 2025 | Jan 21, 2026 |
| Coastwise Capital Group, LLC | History | Reduced | 12,161 | 396 | 0.2% | 0.27% | 1166 | -13 | -0.11% | Q4 2025 | Feb 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 12,092 | 394 | 0.03% | 0.03% | 1168 | +618 | 5.39% | Q4 2025 | Feb 12, 2026 |
| AUCTUS ADVISORS LLC | History | New | 12,058 | 393 | 0.36% | — | 1169 | +12,058 | New | Q4 2025 | Jan 14, 2026 |
| Omega Financial Group, LLC | History | Reduced | 12,034 | 392 | 0.13% | 0.13% | 1170 | -413 | -3.32% | Q4 2025 | Jan 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 12,000 | 391 | 0.04% | 0.04% | 1171 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Ted Buchan & Co | History | No change | 11,976 | 390 | 0.14% | 0.15% | 1172 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 11,926 | 389 | 0.08% | 0.07% | 1173 | +1,858 | 18.45% | Q4 2025 | Jan 16, 2026 |
| NWK Group, Inc. | History | No change | 11,904 | 388 | 0.13% | 0.13% | 1174 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 11,886 | 387 | 0.21% | 0.16% | 1175 | +2,601 | 28.01% | Q4 2025 | Feb 23, 2026 |
| CWC Advisors, LLC. | History | Added to | 11,846 | 386 | 0.19% | 0.17% | 1176 | +757 | 6.83% | Q4 2025 | Jan 26, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 11,810 | 385 | 0.06% | 0.05% | 1177 | +2,975 | 33.67% | Q4 2025 | Feb 10, 2026 |
| URS Advisory LLC | History | New | 11,750 | 383 | 0.32% | — | 1179 | +11,750 | New | Q4 2025 | Feb 17, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 11,756 | 383 | 0.04% | 0.04% | 1178 | -1 | -0.01% | Q4 2025 | Feb 02, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | New | 11,734 | 382 | 0.05% | — | 1180 | +11,734 | New | Q4 2025 | Feb 03, 2026 |
| Trilogy Capital Inc. | History | New | 11,683 | 381 | 0.02% | — | 1181 | +11,683 | New | Q4 2025 | Jan 22, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 11,670 | 380 | 0.12% | 0.13% | 1183 | +154 | 1.34% | Q4 2025 | Jan 27, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 11,673 | 380 | 0.21% | 0.22% | 1182 | +10 | 0.09% | Q4 2025 | Jan 30, 2026 |
| Painted Porch Advisors LLC | History | New | 11,649 | 379 | 0.15% | — | 1184 | +11,649 | New | Q4 2025 | Mar 19, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 11,613 | 378 | 0.28% | 0.3% | 1185 | -387 | -3.23% | Q4 2025 | Jan 21, 2026 |
| Seascape Capital Management | History | Added to | 11,566 | 377 | 0.11% | 0.11% | 1186 | +12 | 0.1% | Q4 2025 | Jan 21, 2026 |
| Rossmore Private Capital | History | No change | 11,580 | 377 | 0.03% | 0.04% | 1187 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LaFleur & Godfrey LLC | History | Reduced | 11,525 | 375 | 0.05% | 0.05% | 1188 | -155 | -1.33% | Q4 2025 | Feb 03, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 11,488 | 374 | 0.19% | 0.18% | 1189 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BURNEY CO/ | History | No change | 11,468 | 374 | 0.01% | 0.01% | 1190 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Uptown Financial Advisors LLC | History | No change | 11,476 | 374 | 0.27% | 0.3% | 1191 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Stone Summit Wealth LLC | History | Added to | 11,444 | 373 | 0.1% | 0.09% | 1192 | +1,595 | 16.19% | Q4 2025 | Jan 27, 2026 |
| Manuka Financial, LLC | History | Added to | 11,430 | 372 | 0.23% | 0.18% | 1193 | +2,365 | 26.09% | Q4 2025 | Jan 28, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 11,354 | 370 | 0.13% | 0.14% | 1194 | -13 | -0.11% | Q4 2025 | Jan 08, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 11,221 | 366 | 0.19% | 0.43% | 1196 | -11,136 | -49.81% | Q4 2025 | Jan 30, 2026 |
| American Money Management, LLC | History | Added to | 11,224 | 366 | 0.06% | 0.06% | 1195 | +19 | 0.17% | Q4 2025 | Feb 10, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 11,924 | 364 | 0.49% | 0.54% | 1198 | +4 | 0.03% | Q4 2025 | Feb 10, 2026 |
| Rolek Wealth Management LLC | History | No change | 11,171 | 364 | 0.25% | 0.27% | 1197 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 11,136 | 363 | 0.12% | 0.14% | 1200 | +120 | 1.09% | Q4 2025 | Feb 10, 2026 |
| Gradient Investments LLC | History | No change | 11,131 | 363 | 0.01% | 0.01% | 1199 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TPG Advisors LLC | History | Reduced | 11,053 | 360 | 0.22% | 0.29% | 1202 | -2,997 | -21.33% | Q4 2025 | Jan 21, 2026 |
| Flagship Private Wealth, LLC | History | No change | 11,061 | 360 | 0.14% | 0.14% | 1201 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Diversified Investment Strategies, LLC | History | No change | 11,036 | 359 | 0.24% | 0.23% | 1203 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Summit Financial Consulting LLC | History | Added to | 11,003 | 358 | 0.26% | 0.17% | 1204 | +4,361 | 65.66% | Q4 2025 | Jan 23, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 10,945 | 357 | 0.04% | 0.03% | 1206 | +3,124 | 39.94% | Q4 2025 | Feb 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 10,953 | 357 | 0.01% | 0.01% | 1205 | +344 | 3.24% | Q4 2025 | Feb 03, 2026 |
| ORG Partners LLC | History | Reduced | 10,938 | 356 | 0.06% | 0.17% | 1209 | -18,342 | -62.64% | Q4 2025 | Jan 14, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 10,931 | 356 | 0.08% | 0.05% | 1207 | +3,197 | 41.34% | Q4 2025 | Jan 26, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 10,921 | 356 | 0.11% | 0.06% | 1208 | -214 | -1.92% | Q4 2025 | Jan 27, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 10,908 | 355 | 0.04% | 0.03% | 1210 | +674 | 6.59% | Q4 2025 | Jan 09, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 10,908 | 355 | 0.1% | 0.1% | 1212 | +66 | 0.61% | Q4 2025 | Jan 13, 2026 |
| GoalVest Advisory LLC | History | No change | 10,896 | 355 | 0.07% | 0.07% | 1211 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Victrix Investment Advisors | History | New | 10,868 | 354 | 0.14% | — | 1213 | +10,868 | New | Q4 2025 | Feb 11, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 10,838 | 353 | 0.03% | 0.03% | 1214 | +14 | 0.13% | Q4 2025 | Feb 04, 2026 |
| Columbia Bank | History | No change | 10,740 | 350 | 0.1% | 0.1% | 1215 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vivaldi Capital Management LP | History | Added to | 10,689 | 348 | 0.05% | 0.05% | 1216 | +4 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 10,688 | 348 | 0.02% | 0.02% | 1217 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Strategic Equity Management | History | No change | 10,623 | 346 | 0.12% | 0.13% | 1218 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 10,585 | 345 | 0.03% | 0.02% | 1220 | +540 | 5.38% | Q4 2025 | Feb 10, 2026 |
| Atlas Brown,Inc. | History | Added to | 10,580 | 345 | 0.1% | 0.1% | 1219 | +10 | 0.09% | Q4 2025 | Jan 09, 2026 |
| Mason & Associates Inc | History | Reduced | 10,560 | 344 | 0.06% | 0.07% | 1221 | -603 | -5.4% | Q4 2025 | Feb 05, 2026 |
| Round Rock Advisors LLC | History | Added to | 10,463 | 341 | 0.05% | 0.05% | 1223 | +222 | 2.17% | Q4 2025 | Apr 07, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 10,456 | 341 | 0.02% | 0.02% | 1222 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sunrise Financial Services, LLC | History | New | 10,422 | 339 | 0.26% | — | 1225 | +10,422 | New | Q4 2025 | Feb 11, 2026 |
| Spectrum Investment Advisors, Inc. | History | No change | 10,395 | 339 | 0.17% | 0.18% | 1224 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 10,374 | 338 | 0.1% | 0.1% | 1226 | +340 | 3.39% | Q4 2025 | Feb 11, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 10,323 | 336 | 0.06% | 0.07% | 1227 | -345 | -3.23% | Q4 2025 | Feb 17, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 10,269 | 334 | 0.04% | 0.04% | 1228 | -243 | -2.31% | Q4 2025 | Jan 22, 2026 |
| REDW Wealth LLC | History | No change | 10,248 | 334 | 0.13% | 0.12% | 1229 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Value Investment Professionals, LLC | History | New | 10,156 | 331 | 0.35% | — | 1231 | +10,156 | New | Q4 2025 | Feb 11, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 10,165 | 331 | 0.05% | 0.05% | 1230 | -590 | -5.49% | Q4 2025 | Feb 02, 2026 |
| Tannin Capital LLC | History | New | 10,123 | 330 | 0.3% | — | 1233 | +10,123 | New | Q4 2025 | Feb 17, 2026 |
| Balefire, LLC | History | Reduced | 10,139 | 330 | 0.06% | 0.07% | 1232 | -190 | -1.84% | Q4 2025 | Jan 12, 2026 |
| Delta Investment Management, LLC | History | Added to | 10,069 | 328 | 0.06% | 0.05% | 1234 | +467 | 4.86% | Q4 2025 | Jan 30, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 10,025 | 326 | 0.03% | 0.03% | 1235 | +52 | 0.52% | Q4 2025 | Jan 21, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 9,933 | 324 | 0.03% | 0.02% | 1237 | +2,170 | 27.95% | Q4 2025 | Feb 06, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 9,936 | 324 | 0.03% | 0.03% | 1236 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Seneca House Advisors | History | Reduced | 9,910 | 323 | 0.12% | 0.13% | 1239 | -495 | -4.76% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | Added to | 9,917 | 323 | 0.09% | 0.09% | 1241 | +174 | 1.79% | Q4 2025 | Feb 10, 2026 |
| VestGen Investment Management | History | No change | 9,908 | 323 | 0.18% | 0.19% | 1238 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Trust Co of the South | History | No change | 9,920 | 323 | 0.05% | 0.05% | 1240 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 9,871 | 322 | 0.03% | 0.04% | 1243 | -63 | -0.63% | Q4 2025 | Jan 28, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 9,891 | 322 | 0.04% | 0.04% | 1242 | +4 | 0.04% | Q4 2025 | Jan 20, 2026 |
| Plan A Wealth LLC | History | Added to | 9,838 | 320 | 0.16% | 0.16% | 1244 | +11 | 0.11% | Q4 2025 | Feb 06, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 9,795 | 319 | 0.21% | 0.21% | 1246 | +5 | 0.05% | Q4 2025 | Jan 12, 2026 |
| LWM ADVISORS INC | History | Added to | 9,788 | 319 | 0.28% | 0.28% | 1247 | +1 | 0.01% | Q4 2025 | Jan 09, 2026 |
| CHECK CAPITAL MANAGEMENT INC/CA | History | No change | 9,800 | 319 | 0.01% | 0.01% | 1245 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 9,756 | 318 | 0.02% | 0.03% | 1248 | -1,474 | -13.13% | Q4 2025 | Jan 29, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 9,705 | 317 | 0.31% | — | 1250 | +9,705 | New | Q4 2025 | Feb 12, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 9,744 | 317 | 0.0% | 0.01% | 1249 | -1,540 | -13.65% | Q4 2025 | Feb 17, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Added to | 9,698 | 316 | 0.01% | 0.01% | 1251 | +6 | 0.06% | Q4 2025 | Feb 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | New | 9,668 | 315 | 0.03% | — | 1254 | +9,668 | New | Q4 2025 | Feb 12, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 9,665 | 315 | 0.01% | 0.01% | 1252 | -1,801 | -15.71% | Q4 2025 | Feb 09, 2026 |
| Riverstone Advisors, LLC | History | Added to | 9,664 | 315 | 0.15% | 0.15% | 1253 | +104 | 1.09% | Q4 2025 | Feb 02, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 9,679 | 315 | 0.21% | 0.21% | 1255 | +36 | 0.37% | Q4 2025 | Feb 09, 2026 |
| Western Reserve Capital Management, LLC | History | New | 9,627 | 314 | 0.29% | — | 1258 | +9,627 | New | Q4 2025 | Feb 10, 2026 |
| Trexquant Investment LP | History | Added to | 9,633 | 314 | 0.0% | 0.0% | 1256 | +1,096 | 12.84% | Q4 2025 | Feb 17, 2026 |
| City Center Advisors, LLC | History | Reduced | 9,641 | 314 | 0.29% | 0.32% | 1257 | -793 | -7.6% | Q4 2025 | Jan 05, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 9,617 | 313 | 0.23% | 0.33% | 1260 | -3,004 | -23.8% | Q4 2025 | Feb 10, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 9,607 | 313 | 0.02% | 0.02% | 1259 | -1,517 | -13.64% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 9,570 | 312 | 0.0% | 0.0% | 1261 | -98 | -1.01% | Q4 2025 | Feb 13, 2026 |
| Copley Financial Group, Inc. | History | Added to | 9,580 | 312 | 0.19% | 0.21% | 1262 | +52 | 0.55% | Q4 2025 | Feb 17, 2026 |
| Sage Investment Counsel LLC | History | Added to | 9,552 | 311 | 0.34% | 0.3% | 1264 | +959 | 11.16% | Q4 2025 | Jan 23, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 9,490 | 311 | 0.03% | 0.03% | 1263 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 9,508 | 310 | 0.01% | 0.01% | 1265 | +1,929 | 25.45% | Q4 2025 | Jan 12, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 9,501 | 309 | 0.13% | 0.12% | 1267 | +536 | 5.98% | Q4 2025 | Jan 22, 2026 |
| Palisade Asset Management, LLC | History | No change | 9,484 | 309 | 0.03% | 0.03% | 1266 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 9,464 | 308 | 0.03% | 0.03% | 1268 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 9,384 | 306 | 0.05% | 0.06% | 1270 | +326 | 3.6% | Q4 2025 | Feb 03, 2026 |
| Brightwater Advisory LLC | History | Added to | 9,411 | 306 | 0.21% | 0.2% | 1269 | +153 | 1.65% | Q4 2025 | Feb 12, 2026 |
| Glenview Trust Co | History | Reduced | 9,368 | 305 | 0.0% | 0.0% | 1271 | -150 | -1.58% | Q4 2025 | Feb 09, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 9,319 | 303 | 0.22% | 0.5% | 1272 | -10,567 | -53.14% | Q4 2025 | Feb 05, 2026 |
| HighMark Wealth Management LLC | History | Added to | 9,213 | 300 | 0.12% | 0.13% | 1273 | +9 | 0.1% | Q4 2025 | Feb 05, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 9,189 | 299 | 0.01% | 0.01% | 1274 | -1,392 | -13.16% | Q4 2025 | Jan 20, 2026 |
| Operose Advisors LLC | History | Added to | 9,186 | 299 | 0.07% | 0.07% | 1276 | +458 | 5.25% | Q4 2025 | Feb 10, 2026 |
| Stolper Co | History | Reduced | 9,170 | 299 | 0.09% | 0.09% | 1275 | -99 | -1.07% | Q4 2025 | Jan 12, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 9,185 | 299 | 0.08% | 0.08% | 1277 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Van Diest Capital, LLC | History | New | 9,152 | 298 | 0.44% | — | 1279 | +9,152 | New | Q4 2025 | Feb 19, 2026 |
| Rice Partnership, LLC | History | No change | 9,137 | 298 | 0.04% | 0.04% | 1278 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Davis Wealth Advisors, LLC | History | New | 9,121 | 297 | 0.25% | — | 1282 | +9,121 | New | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 9,106 | 297 | 0.0% | 0.0% | 1281 | +508 | 5.91% | Q4 2025 | Feb 02, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 9,105 | 297 | 0.04% | 0.05% | 1280 | +91 | 1.01% | Q4 2025 | Jan 21, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 9,085 | 296 | 0.04% | 0.04% | 1283 | +9 | 0.1% | Q4 2025 | Feb 04, 2026 |
| Latitude Advisors, LLC | History | Reduced | 9,038 | 294 | 0.13% | 0.14% | 1284 | -814 | -8.26% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 8,990 | 293 | 0.03% | 0.03% | 1285 | +584 | 6.95% | Q4 2025 | Feb 13, 2026 |
| SAXON INTERESTS, INC. | History | No change | 8,984 | 293 | 0.1% | 0.11% | 1286 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cypress Capital Group | History | New | 8,926 | 291 | 0.03% | — | 1287 | +8,926 | New | Q4 2025 | Feb 11, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 8,962 | 291 | 0.13% | 0.15% | 1288 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,856 | 288 | 0.0% | 0.0% | 1289 | +4,892 | 123.41% | Q4 2025 | Feb 02, 2026 |
| Telos Capital Management, Inc. | History | Added to | 8,747 | 285 | 0.03% | 0.03% | 1290 | +2 | 0.02% | Q4 2025 | Jan 22, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 8,735 | 284 | 0.18% | — | 1291 | +8,735 | New | Q4 2025 | Feb 09, 2026 |
| EJMK Ventures LLC | History | New | 8,723 | 284 | 0.17% | — | 1292 | +8,723 | New | Q4 2025 | Mar 03, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | New | 8,654 | 282 | 0.02% | — | 1293 | +8,654 | New | Q4 2025 | Jan 07, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 8,553 | 281 | 0.03% | 0.03% | 1294 | -116 | -1.34% | Q4 2025 | Feb 17, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 8,589 | 280 | 0.05% | 0.05% | 1295 | +783 | 10.03% | Q4 2025 | Feb 09, 2026 |
| MCF Advisors LLC | History | Added to | 8,582 | 279 | 0.02% | 0.0% | 1296 | +6,340 | 282.78% | Q4 2025 | Feb 11, 2026 |
| Fonville Wealth Management LLC | History | Added to | 8,534 | 278 | 0.06% | 0.05% | 1297 | +1,861 | 27.89% | Q4 2025 | Jan 23, 2026 |
| Legacy Financial Group LLC | History | New | 8,928 | 277 | 0.03% | — | 1298 | +8,928 | New | Q4 2025 | Feb 05, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 8,500 | 277 | 0.12% | 0.12% | 1299 | +95 | 1.13% | Q4 2025 | Feb 18, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 8,465 | 276 | 0.08% | 0.09% | 1300 | -202 | -2.33% | Q4 2025 | Jan 29, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 8,441 | 275 | 0.04% | — | 1301 | +8,441 | New | Q4 2025 | Jan 22, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 8,455 | 275 | 0.08% | 0.08% | 1302 | +305 | 3.74% | Q4 2025 | Jan 22, 2026 |
| Summit Wealth Group, LLC | History | No change | 8,456 | 275 | 0.06% | 0.07% | 1303 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 8,402 | 274 | 0.1% | 0.08% | 1307 | +1,590 | 23.34% | Q4 2025 | Feb 04, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 8,419 | 274 | 0.14% | 0.14% | 1306 | -22 | -0.26% | Q4 2025 | Jan 29, 2026 |
| Venture Visionary Partners LLC | History | No change | 8,401 | 274 | 0.01% | 0.01% | 1304 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wayfinding Financial, LLC | History | No change | 8,408 | 274 | 0.12% | 0.12% | 1305 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Added to | 8,383 | 273 | 0.05% | 0.04% | 1308 | +1,983 | 30.98% | Q4 2025 | Feb 09, 2026 |
| Basepoint Wealth LLC | History | Reduced | 8,319 | 271 | 0.16% | 0.31% | 1310 | -5,446 | -39.56% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 8,328 | 271 | 0.0% | 0.0% | 1309 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mirador Capital Partners LP | History | Added to | 8,290 | 270 | 0.04% | 0.04% | 1311 | +113 | 1.38% | Q4 2025 | Jan 14, 2026 |
| Kilter Group LLC | History | No change | 8,253 | 269 | 0.12% | 0.12% | 1312 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 8,234 | 268 | 0.08% | 0.08% | 1315 | -161 | -1.92% | Q4 2025 | Jan 20, 2026 |
| Brown Financial Advisory | History | No change | 8,240 | 268 | 0.14% | 0.14% | 1313 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Emprise Bank | History | No change | 8,227 | 268 | 0.11% | 0.11% | 1314 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| London & Capital Asset Management Ltd | History | New | 8,204 | 267 | 0.0% | — | 1316 | +8,204 | New | Q4 2025 | Feb 17, 2026 |
| Synergy Asset Management, LLC | History | New | 8,171 | 266 | 0.03% | — | 1318 | +8,171 | New | Q4 2025 | Jan 13, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 8,156 | 266 | 0.02% | 0.02% | 1317 | +8 | 0.1% | Q4 2025 | Jan 07, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 8,147 | 265 | 0.22% | 0.22% | 1319 | +8 | 0.1% | Q4 2025 | Jan 21, 2026 |
| Cypress Capital Management LLC (WY) | History | Reduced | 8,123 | 264 | 0.25% | 0.25% | 1320 | -465 | -5.41% | Q4 2025 | Feb 09, 2026 |
| Wolff Financial Management LLC | History | Reduced | 8,083 | 263 | 0.06% | 0.06% | 1323 | -302 | -3.6% | Q4 2025 | Feb 06, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 8,076 | 263 | 0.09% | 0.09% | 1321 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 8,078 | 263 | 0.01% | 0.01% | 1322 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 8,048 | 262 | 0.04% | 0.04% | 1324 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 8,038 | 261 | 0.04% | 0.43% | 1326 | -94,967 | -92.2% | Q4 2025 | Feb 18, 2026 |
| LFG Wealth Partners, LLC | History | New | 8,023 | 261 | 0.17% | — | 1327 | +8,023 | New | Q4 2025 | Feb 17, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 8,025 | 261 | 0.08% | 0.06% | 1325 | +1,225 | 18.01% | Q4 2025 | Feb 02, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 8,000 | 260 | 0.01% | 0.01% | 1328 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bouchey Financial Group Ltd | History | No change | 7,972 | 260 | 0.02% | 0.02% | 1329 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 7,916 | 258 | 0.0% | 0.0% | 1330 | +764 | 10.68% | Q4 2025 | Feb 03, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 7,894 | 257 | 0.03% | 0.03% | 1332 | +1 | 0.01% | Q4 2025 | Jan 02, 2026 |
| HARTLINE INVESTMENT CORP/ | History | No change | 7,902 | 257 | 0.03% | 0.03% | 1331 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fort Point Capital Partners LLC | History | New | 7,907 | 256 | 0.03% | — | 1333 | +7,907 | New | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 7,840 | 255 | 0.0% | — | 1334 | +7,840 | New | Q4 2025 | Feb 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 7,816 | 254 | 0.04% | — | 1336 | +7,816 | New | Q4 2025 | Feb 12, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 7,812 | 254 | 0.01% | 0.01% | 1335 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Navis Wealth Advisors, LLC | History | Reduced | 7,758 | 253 | 0.11% | 0.23% | 1337 | -1,968 | -20.23% | Q4 2025 | Feb 13, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 7,759 | 252 | 0.1% | 0.1% | 1338 | +155 | 2.04% | Q4 2025 | Feb 03, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 7,706 | 251 | 0.09% | 0.09% | 1341 | -244 | -3.07% | Q4 2025 | Jan 09, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 7,716 | 251 | 0.01% | 0.01% | 1339 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Crewe Advisors LLC | History | No change | 7,698 | 251 | 0.02% | 0.02% | 1340 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Stenger Family Office, LLC | History | No change | 7,718 | 251 | 0.05% | 0.05% | 1342 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 7,668 | 250 | 0.1% | 0.11% | 1343 | -394 | -4.89% | Q4 2025 | Jan 27, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 7,663 | 249 | 0.08% | 0.08% | 1344 | +8 | 0.1% | Q4 2025 | Feb 12, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 7,628 | 248 | 0.06% | 0.06% | 1345 | -290 | -3.66% | Q4 2025 | Feb 05, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 7,757 | 247 | 0.02% | 0.02% | 1346 | -1,588 | -16.99% | Q4 2025 | Jan 23, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 7,583 | 247 | 0.03% | 0.03% | 1347 | -551 | -6.77% | Q4 2025 | Feb 17, 2026 |
| American Institute for Advanced Investment Management, LLP | History | No change | 7,600 | 247 | 0.16% | 0.16% | 1348 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Avantra Family Wealth, Inc. | History | No change | 7,549 | 246 | 0.18% | 0.18% | 1349 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 7,536 | 245 | 0.13% | 0.14% | 1350 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Grandview Asset Management LLC | History | Added to | 7,498 | 244 | 0.07% | 0.07% | 1351 | +6 | 0.08% | Q4 2025 | Jan 26, 2026 |
| Welch Financial Planning, LLC | History | New | 7,392 | 241 | 0.18% | — | 1353 | +7,392 | New | Q4 2025 | Feb 02, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Reduced | 7,401 | 241 | 0.06% | 0.07% | 1352 | -1,117 | -13.11% | Q4 2025 | Jan 22, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 7,368 | 240 | 0.02% | 0.03% | 1354 | -400 | -5.15% | Q4 2025 | Jan 22, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 7,335 | 239 | 0.01% | — | 1355 | +7,335 | New | Q4 2025 | Jan 26, 2026 |
| Aull & Monroe Investment Management Corp | History | Added to | 7,332 | 239 | 0.12% | 0.11% | 1356 | +516 | 7.57% | Q4 2025 | Jan 09, 2026 |
| SP Asset Management LLC | History | Added to | 7,338 | 239 | 0.02% | 0.02% | 1358 | +5 | 0.07% | Q4 2025 | Jan 28, 2026 |
| Bellwether Advisors, LLC | History | No change | 7,341 | 239 | 0.04% | 0.04% | 1357 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tanager Wealth Management LLP | History | New | 7,323 | 238 | 0.02% | — | 1359 | +7,323 | New | Q4 2025 | Jan 26, 2026 |
| Naviter Wealth, LLC | History | New | 7,286 | 237 | 0.03% | — | 1360 | +7,286 | New | Q4 2025 | Jan 21, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 7,232 | 235 | 0.05% | 0.06% | 1362 | -110 | -1.5% | Q4 2025 | Jan 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 7,229 | 235 | 0.01% | 0.02% | 1361 | +12 | 0.17% | Q4 2025 | Feb 12, 2026 |
| DECISION INVESTMENTS, INC | History | New | 7,200 | 234 | 0.26% | — | 1363 | +7,200 | New | Q4 2025 | Feb 17, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | New | 7,152 | 233 | 0.1% | — | 1365 | +7,152 | New | Q4 2025 | Jan 23, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 7,143 | 233 | 0.05% | 0.05% | 1364 | +356 | 5.25% | Q4 2025 | Feb 09, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 7,117 | 232 | 0.01% | 0.01% | 1367 | -4,707 | -39.81% | Q4 2025 | Feb 06, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 7,118 | 232 | 0.07% | 0.06% | 1369 | +272 | 3.97% | Q4 2025 | Feb 06, 2026 |
| INGALLS & SNYDER LLC | History | No change | 7,100 | 232 | 0.01% | 0.01% | 1366 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Intrua Financial, LLC | History | No change | 7,116 | 232 | 0.02% | 0.02% | 1368 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Essex Financial Services, Inc. | History | New | 7,108 | 231 | 0.01% | — | 1371 | +7,108 | New | Q4 2025 | Feb 10, 2026 |
| MEYER HANDELMAN CO | History | No change | 7,096 | 231 | 0.01% | 0.01% | 1370 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 7,053 | 230 | 0.03% | 0.03% | 1372 | +321 | 4.77% | Q4 2025 | Feb 05, 2026 |
| SHUTTLEWORTH & Co | History | Reduced | 7,026 | 229 | 0.21% | 0.21% | 1373 | -270 | -3.7% | Q4 2025 | Feb 13, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 7,007 | 228 | 0.01% | 0.01% | 1375 | -556 | -7.35% | Q4 2025 | Jan 30, 2026 |
| Econ Financial Services Corp | History | Reduced | 7,010 | 228 | 0.11% | 0.11% | 1376 | -7 | -0.1% | Q4 2025 | Jan 15, 2026 |
| FineMark National Bank & Trust | History | No change | 6,993 | 228 | 0.01% | 0.01% | 1374 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Apollon Financial, LLC | History | New | 6,986 | 227 | 0.03% | — | 1377 | +6,986 | New | Q4 2025 | Jan 22, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 6,948 | 226 | 0.08% | 0.1% | 1380 | -948 | -12.01% | Q4 2025 | Feb 02, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 6,934 | 226 | 0.06% | 0.06% | 1379 | -568 | -7.57% | Q4 2025 | Jan 23, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | No change | 6,936 | 226 | 0.02% | 0.02% | 1378 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Clarity Wealth Advisors, LLC | History | New | 6,896 | 224 | 0.05% | — | 1383 | +6,896 | New | Q4 2025 | Jan 23, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 6,894 | 224 | 0.01% | 0.01% | 1382 | -50 | -0.72% | Q4 2025 | Jan 07, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 6,879 | 224 | 0.03% | 0.03% | 1381 | +1 | 0.01% | Q4 2025 | Feb 06, 2026 |
| Roundview Capital LLC | History | Added to | 6,864 | 223 | 0.01% | 0.01% | 1384 | +236 | 3.56% | Q4 2025 | Feb 09, 2026 |
| Tudor Financial Inc. | History | No change | 6,827 | 222 | 0.11% | 0.12% | 1385 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sequent Planning LLC | History | New | 6,723 | 219 | 0.06% | — | 1386 | +6,723 | New | Q4 2025 | Feb 05, 2026 |
| HOLDERNESS INVESTMENTS CO | History | New | 6,694 | 218 | 0.04% | — | 1388 | +6,694 | New | Q4 2025 | Feb 10, 2026 |
| THREADGILL FINANCIAL, LLC | History | New | 6,405 | 218 | 0.09% | — | 1390 | +6,405 | New | Q4 2025 | Jan 08, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 6,700 | 218 | 0.01% | 0.01% | 1387 | -276 | -3.96% | Q4 2025 | Feb 02, 2026 |
| Advisory Resource Group | History | Added to | 6,705 | 218 | 0.04% | 0.04% | 1389 | +6 | 0.09% | Q4 2025 | Feb 12, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 6,674 | 217 | 0.07% | 0.09% | 1392 | -2,064 | -23.62% | Q4 2025 | Jan 12, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 6,666 | 217 | 0.03% | 0.04% | 1391 | -122 | -1.8% | Q4 2025 | Jan 14, 2026 |
| Compass Planning Associates Inc | History | No change | 6,655 | 217 | 0.15% | 0.19% | 1393 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Plan Group Financial, LLC | History | Reduced | 6,626 | 216 | 0.06% | 0.06% | 1395 | -442 | -6.25% | Q4 2025 | Feb 03, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 6,640 | 216 | 0.09% | 0.09% | 1394 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Strive Financial Group ,LLC | History | New | 6,615 | 215 | 0.11% | — | 1397 | +6,615 | New | Q4 2025 | Feb 18, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 6,609 | 215 | 0.12% | 0.13% | 1396 | +7 | 0.11% | Q4 2025 | Jan 13, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 6,508 | 212 | 0.02% | 0.03% | 1398 | -572 | -8.08% | Q4 2025 | Feb 03, 2026 |
| Howard Capital Management Inc. | History | New | 6,451 | 210 | 0.0% | — | 1400 | +6,451 | New | Q4 2025 | Jan 23, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 6,450 | 210 | 0.13% | 0.13% | 1399 | -36 | -0.56% | Q4 2025 | Jan 23, 2026 |
| First National Advisers, LLC | History | No change | 6,456 | 210 | 0.03% | 0.03% | 1401 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Saxony Capital Management, LLC | History | New | 6,427 | 209 | 0.13% | — | 1402 | +6,427 | New | Q4 2025 | Jan 15, 2026 |
| Pegasus Asset Management, Inc. | History | Reduced | 6,431 | 209 | 0.06% | 0.07% | 1403 | -653 | -9.22% | Q4 2025 | Feb 02, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 6,346 | 207 | 0.04% | 0.05% | 1404 | -841 | -11.7% | Q4 2025 | Jan 12, 2026 |
| BlackDiamond Wealth Management, LLC | History | New | 6,533 | 205 | 0.1% | — | 1406 | +6,533 | New | Q4 2025 | Feb 10, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 6,285 | 205 | 0.05% | — | 1407 | +6,285 | New | Q4 2025 | Feb 18, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 6,289 | 205 | 0.07% | 0.13% | 1405 | -6,277 | -49.95% | Q4 2025 | Feb 03, 2026 |
| ERn Financial, LLC | History | No change | 6,284 | 204 | 0.04% | 0.04% | 1408 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | New | 6,236 | 203 | 0.03% | — | 1411 | +6,236 | New | Q4 2025 | Jan 07, 2026 |
| BAXTER BROS INC | History | Reduced | 6,225 | 203 | 0.02% | 0.02% | 1409 | -275 | -4.23% | Q4 2025 | Jan 26, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 6,247 | 203 | 0.02% | 0.02% | 1410 | -99 | -1.56% | Q4 2025 | Jan 20, 2026 |
| Centennial Wealth Advisory LLC | History | New | 6,170 | 201 | 0.05% | — | 1412 | +6,170 | New | Q4 2025 | Jan 14, 2026 |
| Beacon Financial Strategies CORP | History | Reduced | 6,187 | 201 | 0.11% | 0.12% | 1414 | -213 | -3.33% | Q4 2025 | Jan 12, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 6,192 | 201 | 0.06% | 0.06% | 1413 | -90 | -1.43% | Q4 2025 | Feb 06, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 6,154 | 200 | 0.14% | — | 1417 | +6,154 | New | Q4 2025 | Jan 29, 2026 |
| PFG Investments, LLC | History | New | 6,142 | 200 | 0.01% | — | 1416 | +6,142 | New | Q4 2025 | Jan 26, 2026 |
| Heritage Wealth Advisors | History | Added to | 6,133 | 200 | 0.01% | 0.01% | 1415 | +1 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | Added to | 6,119 | 199 | 0.01% | 0.01% | 1418 | +4,031 | 193.06% | Q4 2025 | Jan 29, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 6,078 | 198 | 0.02% | 0.02% | 1419 | -15 | -0.25% | Q4 2025 | Feb 26, 2026 |
| Pflug Koory, LLC | History | Added to | 5,869 | 191 | 0.09% | 0.09% | 1420 | +227 | 4.02% | Q4 2025 | Jan 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 5,830 | 190 | 0.06% | 0.03% | 1421 | +3,122 | 115.29% | Q4 2025 | Feb 05, 2026 |
| Clearstead Trust, LLC | History | No change | 5,756 | 187 | 0.03% | 0.03% | 1422 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 5,724 | 186 | 0.0% | 0.0% | 1423 | -5,537 | -49.17% | Q4 2025 | Feb 09, 2026 |
| United Community Bank | History | No change | 5,600 | 182 | 0.07% | 0.06% | 1424 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SouthState Bank Corp | History | Reduced | 5,396 | 176 | 0.01% | 0.01% | 1425 | -3,855 | -41.67% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 5,381 | 175 | 0.01% | 0.01% | 1426 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HM PAYSON & CO | History | Added to | 5,294 | 172 | 0.0% | 0.0% | 1427 | +1,006 | 23.46% | Q4 2025 | Feb 12, 2026 |
| Kennebec Savings Bank | History | Reduced | 5,243 | 171 | 0.15% | 0.15% | 1428 | -55 | -1.04% | Q4 2025 | Jan 22, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 5,204 | 169 | 0.03% | 0.04% | 1429 | -1,544 | -22.88% | Q4 2025 | Feb 24, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 4,991 | 162 | 0.01% | 0.01% | 1430 | +5 | 0.1% | Q4 2025 | Feb 03, 2026 |
| TD Capital Management LLC | History | Added to | 4,916 | 160 | 0.01% | 0.01% | 1431 | +4 | 0.08% | Q4 2025 | Feb 26, 2026 |
| Lodestone Wealth Management LLC | History | New | 4,786 | 156 | 0.06% | — | 1433 | +4,786 | New | Q4 2025 | Jan 15, 2026 |
| FIRST HORIZON CORP | History | No change | 4,800 | 156 | 0.01% | 0.01% | 1432 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| YANKCOM Partnership | History | No change | 4,608 | 150 | 0.06% | 0.07% | 1434 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 4,592 | 149 | 0.0% | 0.0% | 1435 | -33,789 | -88.04% | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 4,561 | 148 | 0.05% | 0.03% | 1437 | +2,020 | 79.5% | Q4 2025 | Jan 22, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 4,560 | 148 | 0.01% | 0.01% | 1436 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SFAM, LLC | History | New | 4,514 | 147 | 0.13% | — | 1438 | +4,514 | New | Q4 2025 | Feb 12, 2026 |
| Citizens National Bank Trust Department | History | No change | 4,340 | 141 | 0.02% | 0.02% | 1439 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 4,129 | 134 | 0.0% | 0.0% | 1440 | -99 | -2.34% | Q4 2025 | Feb 11, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 4,114 | 134 | 0.06% | 0.06% | 1441 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,097 | 133 | 0.02% | 0.0% | 1442 | +3,077 | 301.67% | Q4 2025 | Jan 08, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 4,027 | 131 | 0.06% | 0.06% | 1443 | +4 | 0.1% | Q4 2025 | Jan 14, 2026 |
| Legacy Bridge, LLC | History | Reduced | 4,000 | 130 | 0.05% | 0.06% | 1444 | -364 | -8.34% | Q4 2025 | Jan 23, 2026 |
| Concord Wealth Partners | History | No change | 4,006 | 130 | 0.02% | 0.02% | 1445 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Laurel Wealth Advisors LLC | History | New | 3,904 | 127 | 0.02% | — | 1448 | +3,904 | New | Q4 2025 | Jan 30, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 3,912 | 127 | 0.06% | 0.06% | 1446 | +2 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Friedenthal Financial | History | No change | 3,894 | 127 | 0.07% | 0.06% | 1447 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 3,818 | 124 | 0.01% | 0.01% | 1449 | -136 | -3.44% | Q4 2025 | Feb 06, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 3,760 | 122 | 0.07% | 0.07% | 1450 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 3,566 | 116 | 0.06% | 0.06% | 1451 | +4 | 0.11% | Q4 2025 | Jan 14, 2026 |
| TSFG, LLC | History | Reduced | 3,493 | 114 | 0.02% | 0.02% | 1452 | -515 | -12.85% | Q4 2025 | Feb 04, 2026 |
| Tidemark, LLC | History | Added to | 3,278 | 106 | 0.03% | 0.03% | 1455 | +342 | 11.65% | Q4 2025 | Feb 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 3,268 | 106 | 0.01% | 0.01% | 1453 | +254 | 8.43% | Q4 2025 | Jan 20, 2026 |
| Armor Investment Advisors, LLC | History | No change | 3,260 | 106 | 0.04% | 0.03% | 1454 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 3,171 | 103 | 0.03% | — | 1456 | +3,171 | New | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,128 | 102 | 0.0% | 0.0% | 1457 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Planning Project LLC | History | New | 3,055 | 99 | 0.02% | — | 1458 | +3,055 | New | Q4 2025 | Feb 12, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 3,011 | 98 | 0.0% | 0.0% | 1459 | -265 | -8.09% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 2,932 | 95 | 0.01% | 0.0% | 1461 | +2,770 | 1709.88% | Q4 2025 | Feb 02, 2026 |
| JNBA Financial Advisors | History | Added to | 2,928 | 95 | 0.01% | 0.01% | 1460 | +2 | 0.07% | Q4 2025 | Jan 26, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 2,880 | 93 | 0.02% | 0.02% | 1462 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WealthCollab, LLC | History | Added to | 2,621 | 85 | 0.03% | 0.01% | 1464 | +1,621 | 162.1% | Q4 2025 | Jan 27, 2026 |
| Evolution Advisers, Inc. | History | No change | 2,618 | 85 | 0.04% | 0.04% | 1463 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Providence Capital Advisors, LLC | History | No change | 2,586 | 84 | 0.01% | 0.01% | 1465 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Inlight Wealth Management, LLC | History | Reduced | 2,500 | 81 | 0.03% | 0.04% | 1467 | -500 | -16.67% | Q4 2025 | Jan 23, 2026 |
| Cheviot Value Management, LLC | History | Added to | 2,518 | 81 | 0.01% | 0.01% | 1466 | +2 | 0.08% | Q4 2025 | Feb 03, 2026 |
| Longview Financial Advisors LLC | History | No change | 2,509 | 81 | 0.04% | 0.05% | 1468 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Blume Capital Management, Inc. | History | No change | 2,400 | 78 | 0.01% | 0.01% | 1469 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | Added to | 2,334 | 76 | 0.02% | 0.0% | 1471 | +1,809 | 344.57% | Q4 2025 | Jan 29, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 2,332 | 76 | 0.03% | 0.04% | 1470 | -306 | -11.6% | Q4 2025 | Jan 12, 2026 |
| Johnson Financial Group, Inc. | History | No change | 2,300 | 75 | 0.0% | 0.0% | 1472 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SHP Wealth Management | History | New | 2,283 | 74 | 0.01% | — | 1474 | +2,283 | New | Q4 2025 | Mar 04, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 2,284 | 74 | 0.02% | 0.02% | 1475 | -41 | -1.76% | Q4 2025 | Jan 15, 2026 |
| Kozak & Associates, Inc. | History | Added to | 2,281 | 74 | 0.01% | 0.01% | 1473 | +2 | 0.09% | Q4 2025 | Jan 12, 2026 |
| Rossby Financial, LCC | History | No change | 2,260 | 73 | 0.02% | 0.02% | 1476 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| United Financial Planning Group LLC | History | Added to | 2,120 | 69 | 0.04% | 0.04% | 1477 | +52 | 2.51% | Q4 2025 | Feb 11, 2026 |
| CITY HOLDING CO | History | No change | 2,100 | 68 | 0.01% | 0.01% | 1478 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bangor Savings Bank | History | No change | 2,040 | 66 | 0.01% | 0.01% | 1479 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| RMG Wealth Management LLC | History | Reduced | 2,367 | 64 | 0.01% | 22.36% | 1480 | -4,948,421 | -99.95% | Q4 2025 | Jan 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,988 | 64 | 0.05% | 0.07% | 1481 | -308 | -13.41% | Q4 2025 | Feb 10, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 1,964 | 64 | 0.04% | 0.05% | 1482 | -303 | -13.37% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Reduced | 1,921 | 62 | 0.01% | 0.03% | 1484 | -2,064 | -51.79% | Q4 2025 | Jan 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,912 | 62 | 0.0% | 0.0% | 1483 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,927 | 62 | 0.01% | 0.01% | 1485 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Copia Wealth Management | History | No change | 1,910 | 62 | 0.04% | 0.04% | 1486 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 1,893 | 61 | 0.02% | 0.8% | 1488 | -51,256 | -96.44% | Q4 2025 | Feb 06, 2026 |
| Stone House Investment Management, LLC | History | New | 1,881 | 61 | 0.01% | — | 1487 | +1,881 | New | Q4 2025 | Jan 21, 2026 |
| MTM Investment Management, LLC | History | No change | 1,895 | 61 | 0.02% | 0.02% | 1489 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Caitlin John, LLC | History | No change | 1,880 | 61 | 0.04% | 0.04% | 1490 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SWAN Capital LLC | History | New | 1,852 | 60 | 0.02% | — | 1492 | +1,852 | New | Q4 2025 | Feb 12, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 1,847 | 60 | 0.0% | 0.0% | 1491 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 1,815 | 59 | 0.02% | 0.02% | 1494 | +2 | 0.11% | Q4 2025 | Jan 15, 2026 |
| Creative Capital Management Investments LLC | History | No change | 1,825 | 59 | 0.02% | 0.02% | 1493 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Roxbury Financial LLC | History | Reduced | 1,800 | 58 | 0.05% | 0.07% | 1496 | -616 | -25.5% | Q4 2025 | Jan 05, 2026 |
| McIlrath & Eck, LLC | History | Added to | 1,785 | 58 | 0.01% | 0.01% | 1495 | +37 | 2.12% | Q4 2025 | Feb 03, 2026 |
| Dorato Capital Management | History | New | 1,776 | 57 | 0.04% | — | 1497 | +1,776 | New | Q4 2025 | Jan 16, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 1,708 | 55 | 0.01% | 0.01% | 1498 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Trust Co | History | Added to | 1,674 | 54 | 0.01% | 0.0% | 1499 | +250 | 17.56% | Q4 2025 | Jan 15, 2026 |
| Avalon Trust Co | History | No change | 1,600 | 52 | 0.0% | 0.0% | 1500 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 1,541 | 50 | 0.01% | 0.01% | 1501 | +49 | 3.28% | Q4 2025 | Jan 12, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 1,516 | 49 | 0.03% | — | 1505 | +1,516 | New | Q4 2025 | Feb 19, 2026 |
| Kingdom Financial Group LLC. | History | New | 1,506 | 49 | 0.02% | — | 1503 | +1,506 | New | Q4 2025 | Feb 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 1,500 | 49 | 0.0% | — | 1502 | +1,500 | New | Q4 2025 | Feb 03, 2026 |
| REAP Financial Group, LLC | History | Added to | 1,520 | 49 | 0.01% | 0.01% | 1504 | +630 | 70.79% | Q4 2025 | Feb 10, 2026 |
| Founders Capital Management | History | Added to | 1,436 | 46 | 0.02% | 0.02% | 1506 | +7 | 0.49% | Q4 2025 | Jan 15, 2026 |
| Avion Wealth | History | Reduced | 1,320 | 43 | 0.01% | 0.02% | 1507 | -1,523 | -53.57% | Q4 2025 | Jan 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,304 | 42 | 0.0% | 0.0% | 1508 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF VERMONT | History | Reduced | 1,280 | 41 | 0.0% | 0.0% | 1509 | -2,083 | -61.94% | Q4 2025 | Jan 16, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,234 | 40 | 0.0% | 0.0% | 1510 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,153 | 37 | 0.0% | 0.0% | 1511 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Y.D. More Investments Ltd | History | No change | 1,122 | 36 | 0.0% | 0.0% | 1512 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 1,072 | 34 | 0.01% | 0.0% | 1513 | +1,019 | 1922.64% | Q4 2025 | Feb 09, 2026 |
| CGC Financial Services, LLC | History | No change | 1,059 | 34 | 0.01% | 0.01% | 1514 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,016 | 33 | 0.0% | 0.0% | 1515 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Key FInancial Inc | History | Reduced | 921 | 30 | 0.01% | 0.01% | 1516 | -216 | -19.0% | Q4 2025 | Feb 09, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 818 | 26 | 0.01% | 0.03% | 1518 | -4,049 | -83.19% | Q4 2025 | Feb 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 819 | 26 | 0.01% | — | 1520 | +819 | New | Q4 2025 | Feb 18, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 816 | 26 | 0.0% | 0.0% | 1517 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Westfuller Advisors, LLC | History | No change | 802 | 26 | 0.01% | 0.01% | 1519 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HOWE & RUSLING INC | History | Reduced | 768 | 25 | 0.0% | 0.0% | 1521 | -444 | -36.63% | Q4 2025 | Feb 17, 2026 |
| Crews Bank & Trust | History | No change | 774 | 25 | 0.0% | 0.0% | 1522 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Activest Wealth Management | History | New | 748 | 24 | 0.0% | — | 1524 | +748 | New | Q4 2025 | Jan 30, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 742 | 24 | 0.01% | 0.01% | 1525 | -7 | -0.93% | Q4 2025 | Jan 30, 2026 |
| ATWOOD & PALMER INC | History | No change | 765 | 24 | 0.0% | 0.0% | 1523 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Noble Wealth Management PBC | History | Added to | 678 | 22 | 0.01% | 0.01% | 1528 | +151 | 28.65% | Q4 2025 | Jan 05, 2026 |
| Sound Income Strategies, LLC | History | Added to | 706 | 22 | 0.0% | 0.0% | 1527 | +80 | 12.78% | Q4 2025 | Jan 21, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 692 | 22 | 0.01% | 0.01% | 1526 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 655 | 21 | 0.01% | 0.01% | 1530 | +16 | 2.5% | Q4 2025 | Feb 12, 2026 |
| Anfield Capital Management, LLC | History | No change | 648 | 21 | 0.01% | 0.01% | 1529 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 657 | 21 | 0.0% | 0.0% | 1531 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Colonial Trust Advisors | History | No change | 625 | 20 | 0.0% | 0.0% | 1532 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GGM Financials LLC | History | No change | 643 | 20 | 0.01% | 0.01% | 1533 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 591 | 19 | 0.02% | 0.06% | 1537 | -1,442 | -70.93% | Q4 2025 | Jan 29, 2026 |
| Investment Research & Advisory Group, Inc. | History | Reduced | 612 | 19 | 0.01% | 0.01% | 1535 | -1 | -0.16% | Q4 2025 | Jan 20, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 609 | 19 | 0.0% | 0.0% | 1536 | +1 | 0.16% | Q4 2025 | Jan 27, 2026 |
| Clean Yield Group | History | No change | 608 | 19 | 0.01% | 0.01% | 1534 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 575 | 18 | 0.0% | 0.0% | 1538 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ALERUS FINANCIAL NA | History | No change | 580 | 18 | 0.0% | 0.0% | 1539 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MOTCO | History | No change | 547 | 17 | 0.0% | 0.0% | 1540 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 501 | 16 | 0.0% | — | 1541 | +501 | New | Q4 2025 | Feb 12, 2026 |
| JDM Financial Group LLC | History | No change | 512 | 16 | 0.01% | 0.01% | 1542 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 465 | 15 | 0.0% | 0.0% | 1547 | +10 | 2.2% | Q4 2025 | Feb 12, 2026 |
| Morse Asset Management, Inc | History | Reduced | 475 | 15 | 0.0% | 0.0% | 1546 | -5 | -1.04% | Q4 2025 | Feb 03, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 480 | 15 | 0.01% | 0.01% | 1543 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 460 | 15 | 0.0% | 0.0% | 1544 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Oakworth Capital, Inc. | History | No change | 483 | 15 | 0.0% | 0.0% | 1545 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| LRI Investments, LLC | History | No change | 448 | 14 | 0.0% | 0.0% | 1548 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 400 | 13 | 0.0% | 0.0% | 1549 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Colonial Trust Co / SC | History | New | 376 | 12 | 0.0% | — | 1551 | +376 | New | Q4 2025 | Feb 12, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 385 | 12 | 0.01% | 0.01% | 1550 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| 10Elms LLP | History | No change | 392 | 12 | 0.01% | 0.01% | 1552 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Osbon Capital Management LLC | History | New | 347 | 11 | 0.01% | — | 1553 | +347 | New | Q4 2025 | Mar 16, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 300 | 9 | 0.0% | 0.0% | 1555 | -2,825 | -90.4% | Q4 2025 | Feb 12, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 304 | 9 | 0.0% | 0.0% | 1554 | -600 | -66.37% | Q4 2025 | Feb 04, 2026 |
| Archer Investment Corp | History | Reduced | 290 | 9 | 0.0% | 0.0% | 1557 | -424 | -59.38% | Q4 2025 | Jan 30, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 301 | 9 | 0.0% | 0.0% | 1560 | +1 | 0.33% | Q4 2025 | Feb 11, 2026 |
| Towne Trust Company, N.A | History | No change | 276 | 9 | 0.0% | 0.0% | 1556 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| City State Bank | History | No change | 276 | 9 | 0.0% | 0.0% | 1558 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 300 | 9 | 0.0% | 0.0% | 1559 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 252 | 8 | 0.0% | 0.0% | 1562 | +3 | 1.2% | Q4 2025 | Feb 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 248 | 8 | 0.0% | 0.0% | 1561 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Breakwater Investment Management | History | No change | 252 | 8 | 0.0% | 0.0% | 1563 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 256 | 8 | 0.01% | 0.01% | 1564 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Woodside Wealth Management LLC | History | No change | 268 | 8 | 0.01% | 0.01% | 1565 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Triumph Capital Management | History | New | 236 | 7 | 0.0% | — | 1567 | +236 | New | Q4 2025 | Feb 12, 2026 |
| Wilkerson Advisory Group LLC | History | New | 234 | 7 | 0.0% | — | 1568 | +234 | New | Q4 2025 | Feb 13, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 216 | 7 | 0.0% | — | 1566 | +216 | New | Q4 2025 | Feb 12, 2026 |
| Ransom Advisory, Ltd | History | New | 201 | 6 | 0.0% | — | 1571 | +201 | New | Q4 2025 | Jan 06, 2026 |
| Westside Investment Management, Inc. | History | New | 200 | 6 | 0.0% | — | 1569 | +200 | New | Q4 2025 | Jan 23, 2026 |
| Beacon Capital Management, Inc. | History | No change | 184 | 6 | 0.0% | 0.0% | 1570 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fortitude Family Office, LLC | History | New | 160 | 5 | 0.0% | — | 1573 | +160 | New | Q4 2025 | Jan 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 176 | 5 | 0.0% | 0.0% | 1572 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 176 | 5 | 0.0% | 0.0% | 1574 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| DB Fitzpatrick & Co, Inc | History | No change | 141 | 4 | 0.0% | 0.0% | 1575 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Hughes Financial Services, LLC | History | No change | 133 | 4 | 0.0% | 0.0% | 1576 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 107 | 3 | 0.0% | 0.05% | 1577 | -49,571 | -99.78% | Q4 2025 | Feb 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 104 | 3 | 0.0% | 0.01% | 1579 | -4,165 | -97.56% | Q4 2025 | Feb 06, 2026 |
| Greenline Wealth Management LLC | History | New | 121 | 3 | 0.0% | — | 1582 | +121 | New | Q4 2025 | Feb 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 95 | 3 | 0.0% | — | 1578 | +95 | New | Q4 2025 | Feb 10, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 100 | 3 | 0.0% | 0.0% | 1580 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 112 | 3 | 0.05% | 0.04% | 1581 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 82 | 2 | 0.0% | 0.04% | 1589 | -3,323 | -97.59% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Reduced | 62 | 2 | 0.0% | 0.0% | 1585 | -672 | -91.55% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO | History | Reduced | 65 | 2 | 0.0% | 0.0% | 1584 | -335 | -83.75% | Q4 2025 | Jan 26, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 66 | 2 | 0.0% | 0.01% | 1587 | -279 | -80.87% | Q4 2025 | Feb 09, 2026 |
| PROFFITT & GOODSON INC | History | New | 80 | 2 | 0.0% | — | 1583 | +80 | New | Q4 2025 | Jan 27, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 76 | 2 | 0.0% | — | 1590 | +76 | New | Q4 2025 | Mar 05, 2026 |
| Robbins Farley | History | No change | 70 | 2 | 0.0% | 0.0% | 1586 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | No change | 68 | 2 | 0.0% | 0.0% | 1588 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Key Capital Management, INC | History | New | 52 | 1 | 0.0% | — | 1596 | +52 | New | Q4 2025 | Jan 26, 2026 |
| Addison Advisors LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 1591 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 55 | 1 | 0.0% | 0.0% | 1592 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 1593 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 36 | 1 | 0.0% | 0.0% | 1594 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Nova Wealth Management, Inc. | History | No change | 57 | 1 | 0.0% | 0.0% | 1595 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -5,701,018 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FINANCIAL COUNSELORS INC | History | Closed out | 0 | 0 | — | 31.43% | — | -740,237 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.67% | — | -167,253 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -145,800 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Q3 Asset Management | History | Closed out | 0 | 0 | — | 1.54% | — | -141,160 | -100.0% | Q3 2025 | Oct 27, 2025 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 0.53% | — | -73,453 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -35,243 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,364 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -29,451 | -100.0% | Q3 2025 | Nov 13, 2025 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -27,490 | -100.0% | Q3 2025 | Nov 05, 2025 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -26,411 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,673 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Tiller Private Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -17,200 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Fortis Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -15,043 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Castleview Partners, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -14,669 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Significant Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -13,747 | -100.0% | Q3 2025 | Nov 04, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -12,979 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -11,735 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,687 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Conrad Siegel Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -10,378 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,964 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Future Fund LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,813 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,553 | -100.0% | Q3 2025 | Nov 18, 2025 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -8,408 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DAYMARK WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,322 | -100.0% | Q3 2025 | Oct 22, 2025 |
| ADVOCATE GROUP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,701 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Capital Asset Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,578 | -100.0% | Q3 2025 | Oct 02, 2025 |
| PAX Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,492 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Weaver Consulting Group | History | Closed out | 0 | 0 | — | 0.06% | — | -7,074 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Fifth Third Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,040 | -100.0% | Q3 2025 | Oct 21, 2025 |
| COOKSON PEIRCE & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,728 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FLP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -6,691 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Castle Rock Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,342 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -6,302 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -4,347 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Canopy Partners, LLC | History | Reduced | 2 | 0 | — | 0.03% | — | -3,141 | -99.94% | Q4 2025 | Feb 12, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,840 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,712 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,584 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,451 | -100.0% | Q3 2025 | Nov 05, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -985 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Hamilton Point Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -712 | -100.0% | Q3 2025 | Oct 20, 2025 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -677 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Truvestments Capital LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -674 | -99.85% | Q4 2025 | Feb 13, 2026 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Oct 24, 2025 |
| ROSS\JOHNSON & Associates LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -307 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -198 | -100.0% | Q3 2025 | Oct 27, 2025 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2025 | Nov 13, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q3 2025 | Nov 07, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Feb 10, 2026 |
| RHL GROUP, LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q4 2025 | Feb 09, 2026 |
| Imprint Wealth LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -20 | -50.0% | Q4 2025 | Feb 17, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 02, 2026 |
| DecisionPoint Financial, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 29, 2026 |
| Clayton Financial Group LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 21, 2026 |
| Camelot Portfolios, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 29, 2026 |
| Nemes Rush Group LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 11, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Eukles Asset Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wagner Wealth Management, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| High Note Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Red Tortoise LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PFS Partners, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CURIO WEALTH, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |