SCHWAB STRATEGIC TRUST - SCHH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | Added to | 60,040,433 | 1,254,244 | 2.38% | 2.35% | 1 | +2,964,924 | 5.19% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 32,751,460 | 684,184 | 0.8% | 0.82% | 2 | +672,570 | 2.1% | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | Reduced | 24,331,399 | 508,282 | 0.03% | 0.03% | 3 | -3,602,717 | -12.9% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 21,105,120 | 440,885 | 0.32% | 0.36% | 4 | -604,084 | -2.78% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 11,681,437 | 244,025 | 0.34% | — | 5 | +11,681,437 | New | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 8,916,100 | 186,257 | 0.65% | 0.66% | 6 | +557,970 | 6.68% | Q4 2025 | Feb 06, 2026 |
| DUMAC, INC. | History | New | 7,846,742 | 163,918 | 25.18% | — | 7 | +7,846,742 | New | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,646,130 | 159,727 | 0.1% | 0.11% | 8 | +199,277 | 2.68% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 2,655,805 | 55,479 | 0.08% | 0.09% | 9 | +20,140 | 0.76% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,996,820 | 41,712 | 0.01% | 0.01% | 10 | +292,647 | 17.17% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,811,444 | 37,838 | 0.42% | 0.41% | 11 | +131,891 | 7.85% | Q4 2025 | Feb 02, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 1,713,085 | 35,786 | 3.52% | 3.64% | 12 | +85,915 | 5.28% | Q4 2025 | Feb 04, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 1,476,372 | 30,841 | 3.16% | 3.29% | 13 | -57,556 | -3.75% | Q4 2025 | Feb 10, 2026 |
| Charles Schwab Trust Co | History | Added to | 1,360,354 | 28,417 | 1.87% | 1.87% | 14 | +83,833 | 6.57% | Q4 2025 | Jan 09, 2026 |
| BlackRock, Inc. | History | Added to | 1,310,424 | 27,374 | 0.0% | 0.0% | 15 | +254,965 | 24.16% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,164,325 | 24,322 | 0.01% | 0.01% | 16 | -47,982 | -3.96% | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 1,059,654 | 22,136 | 0.17% | 0.18% | 17 | -10,242 | -0.96% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | New | 1,046,422 | 21,859 | 0.07% | — | 18 | +1,046,422 | New | Q4 2025 | Jan 30, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 1,026,973 | 21,453 | 2.83% | 2.88% | 19 | +36,125 | 3.65% | Q4 2025 | Jan 26, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 965,695 | 20,173 | 1.08% | 1.12% | 20 | +4,724 | 0.49% | Q4 2025 | Jan 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 868,988 | 18,153 | 0.27% | 0.27% | 21 | +41,738 | 5.05% | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 802,747 | 16,769 | 0.01% | 0.01% | 22 | -46,900 | -5.52% | Q4 2025 | Feb 06, 2026 |
| Betterment LLC | History | Added to | 769,210 | 16,069 | 0.03% | 0.03% | 23 | +61,581 | 8.7% | Q4 2025 | Feb 12, 2026 |
| ZynergyRetirementPlanningLLC | History | Added to | 751,590 | 15,700 | 9.66% | 10.15% | 24 | +5,189 | 0.7% | Q4 2025 | Jan 09, 2026 |
| Pioneer Wealth Management Group | History | Added to | 709,659 | 14,824 | 4.5% | 4.85% | 25 | +13,139 | 1.89% | Q4 2025 | Jan 12, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Added to | 641,124 | 13,393 | 4.03% | 4.21% | 26 | +16,111 | 2.58% | Q4 2025 | Jan 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 638,775 | 13,344 | 0.21% | 0.21% | 27 | +49,554 | 8.41% | Q4 2025 | Feb 12, 2026 |
| Elm Partners Management LLC | History | Added to | 627,312 | 13,104 | 0.59% | 0.61% | 28 | +63,271 | 11.22% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 603,192 | 12,600 | 0.09% | 0.05% | 29 | +339,056 | 128.36% | Q4 2025 | Feb 18, 2026 |
| Morningstar Investment Management LLC | History | Added to | 565,481 | 11,813 | 0.7% | 0.4% | 30 | +57,444 | 11.31% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Added to | 538,400 | 11,247 | 0.0% | 0.0% | 31 | +162,982 | 43.41% | Q4 2025 | Jan 29, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 523,909 | 10,944 | 0.96% | 0.95% | 32 | +28,602 | 5.77% | Q4 2025 | Feb 06, 2026 |
| Courage Miller Partners, LLC | History | Added to | 521,872 | 10,901 | 3.28% | 3.33% | 33 | +7,456 | 1.45% | Q4 2025 | Jan 26, 2026 |
| Krilogy Financial LLC | History | Added to | 507,578 | 10,801 | 0.37% | 0.37% | 34 | +41,636 | 8.94% | Q4 2025 | Jan 27, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 491,379 | 10,338 | 0.13% | 0.07% | 35 | +223,731 | 83.59% | Q4 2025 | Feb 03, 2026 |
| Strategic Financial Planning, Inc. | History | Added to | 483,962 | 10,111 | 5.75% | 5.74% | 36 | +24,511 | 5.33% | Q4 2025 | Feb 17, 2026 |
| Firestone Capital Management | History | Added to | 445,084 | 9,297 | 1.97% | 2.06% | 37 | +4,189 | 0.95% | Q4 2025 | Feb 09, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 426,610 | 8,975 | 0.85% | 0.93% | 38 | -7,318 | -1.69% | Q4 2025 | Jan 22, 2026 |
| Vise Technologies, Inc. | History | Added to | 418,055 | 8,733 | 0.17% | 0.32% | 39 | +25,125 | 6.39% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 411,648 | 8,599 | 0.01% | 0.01% | 40 | +8,856 | 2.2% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 410,146 | 8,567 | 0.0% | 0.02% | 41 | -1,323,986 | -76.35% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 409,068 | 8,545 | 0.0% | 0.0% | 42 | +24,260 | 6.3% | Q4 2025 | Feb 13, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 402,594 | 8,410 | 2.96% | 2.78% | 43 | +4,517 | 1.13% | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Reduced | 400,676 | 8,370 | 0.0% | 0.0% | 44 | -25,739 | -6.04% | Q4 2025 | Feb 13, 2026 |
| Grove Bank & Trust | History | Added to | 398,105 | 8,316 | 0.94% | 0.92% | 45 | +33,271 | 9.12% | Q4 2025 | Jan 08, 2026 |
| Avior Wealth Management, LLC | History | Added to | 373,701 | 7,806 | 0.24% | 0.24% | 46 | +33,431 | 9.82% | Q4 2025 | Jan 06, 2026 |
| Focus Partners Wealth | History | Added to | 364,963 | 7,626 | 0.01% | 0.01% | 47 | +22,058 | 6.43% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 353,936 | 7,393 | 0.01% | 0.02% | 48 | -15,833 | -4.28% | Q4 2025 | Mar 16, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 350,108 | 7,313 | 0.72% | 0.74% | 49 | +13,229 | 3.93% | Q4 2025 | Feb 02, 2026 |
| LPL Financial LLC | History | Added to | 347,746 | 7,264 | 0.0% | 0.0% | 50 | +2,350 | 0.68% | Q4 2025 | Feb 11, 2026 |
| Amicus Financial Advisors, LLC | History | New | 346,737 | 7,243 | 2.02% | — | 51 | +346,737 | New | Q4 2025 | Mar 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 340,936 | 7,115 | 0.01% | 0.01% | 52 | +46,010 | 15.6% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 339,329 | 7,088 | 0.02% | 0.03% | 53 | -301,461 | -47.05% | Q4 2025 | Jan 30, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 332,787 | 6,951 | 0.01% | 0.01% | 54 | -1,191 | -0.36% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 324,764 | 6,784 | 0.01% | 0.01% | 55 | +33,016 | 11.32% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 321,551 | 6,717 | 0.0% | 0.0% | 56 | +19,303 | 6.39% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 318,556 | 6,654 | 0.0% | 0.0% | 57 | +184,233 | 137.16% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 305,777 | 6,433 | 0.01% | 0.01% | 58 | -15,142 | -4.72% | Q4 2025 | Jan 08, 2026 |
| Passive Capital Management, LLC. | History | Added to | 299,841 | 6,263 | 1.96% | 1.98% | 59 | +18,101 | 6.42% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 281,389 | 5,878 | 0.0% | — | 60 | +281,389 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 277,377 | 5,794 | 0.01% | 0.01% | 61 | +47,336 | 20.58% | Q4 2025 | Feb 17, 2026 |
| WealthCollab, LLC | History | Added to | 260,338 | 5,438 | 2.22% | 2.56% | 62 | +2,034 | 0.79% | Q4 2025 | Jan 27, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 258,056 | 5,390 | 3.28% | 3.03% | 63 | +33,999 | 15.17% | Q4 2025 | Jan 22, 2026 |
| White & Co Financial Planning Inc | History | Reduced | 252,471 | 5,274 | 3.94% | 4.1% | 64 | -177 | -0.07% | Q4 2025 | Jan 20, 2026 |
| Texas Yale Capital Corp. | History | Added to | 251,366 | 5,251 | 0.16% | 0.12% | 65 | +76,023 | 43.36% | Q4 2025 | Feb 10, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 242,349 | 5,062 | 0.94% | 0.98% | 66 | +12,282 | 5.34% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 234,315 | 4,894 | 0.17% | 0.17% | 67 | +17,019 | 7.83% | Q4 2025 | Jan 13, 2026 |
| Williams Financial, LLC | History | New | 230,952 | 4,824 | 2.79% | — | 68 | +230,952 | New | Q4 2025 | Feb 02, 2026 |
| APPLETON PARTNERS INC/MA | History | Added to | 223,625 | 4,672 | 0.31% | 0.31% | 69 | +10,747 | 5.05% | Q4 2025 | Jan 09, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 222,637 | 4,650 | 1.65% | 1.6% | 70 | +17,190 | 8.37% | Q4 2025 | Jan 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 220,993 | 4,616 | 0.0% | 0.0% | 71 | +210,893 | 2088.05% | Q4 2025 | Feb 17, 2026 |
| Good Steward Wealth Advisors,LLC | History | New | 216,475 | 4,522 | 2.98% | — | 72 | +216,475 | New | Q4 2025 | Jan 22, 2026 |
| Baird Financial Group, Inc. | History | Added to | 215,079 | 4,493 | 0.01% | 0.01% | 73 | +2,466 | 1.16% | Q4 2025 | Feb 13, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 211,763 | 4,423 | 0.97% | 0.85% | 74 | +16,402 | 8.4% | Q4 2025 | Feb 02, 2026 |
| Stanich Group LLC | History | Added to | 210,418 | 4,395 | 3.31% | 2.59% | 75 | +14,281 | 7.28% | Q4 2025 | Jan 23, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 207,156 | 4,327 | 0.79% | 0.07% | 76 | +3,407 | 1.67% | Q4 2025 | Mar 04, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 204,663 | 4,275 | 0.0% | 0.0% | 77 | +146,722 | 253.23% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | New | 200,287 | 4,183 | 0.0% | — | 78 | +200,287 | New | Q4 2025 | Feb 19, 2026 |
| SMITH, MOORE & CO. | History | Added to | 193,597 | 4,044 | 0.31% | 0.29% | 79 | +16,847 | 9.53% | Q4 2025 | Jan 23, 2026 |
| Fiduciary Alliance LLC | History | Added to | 193,491 | 4,042 | 0.26% | 0.27% | 80 | +4,859 | 2.58% | Q4 2025 | Jan 22, 2026 |
| Omega Financial Group, LLC | History | Reduced | 193,108 | 4,034 | 1.33% | 1.41% | 81 | -5,106 | -2.58% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 187,945 | 3,926 | 0.0% | 0.0% | 82 | +5,998 | 3.3% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 186,711 | 3,900 | 0.01% | 0.01% | 83 | +25,125 | 15.55% | Q4 2025 | Jan 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 172,816 | 3,610 | 0.41% | 0.45% | 84 | -2,894 | -1.65% | Q4 2025 | Jan 14, 2026 |
| SWS Partners | History | Added to | 167,632 | 3,501 | 0.85% | 0.85% | 85 | +6,056 | 3.75% | Q4 2025 | Jan 16, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 166,486 | 3,477 | 0.06% | 0.07% | 86 | +4,504 | 2.78% | Q4 2025 | Jan 16, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 165,267 | 3,452 | 0.87% | 0.93% | 87 | -1,422 | -0.85% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 162,591 | 3,396 | 0.16% | 0.18% | 88 | -12,138 | -6.95% | Q4 2025 | Jan 20, 2026 |
| Brooklyn FI, LLC | History | Reduced | 154,803 | 3,233 | 0.69% | 0.77% | 89 | -5,010 | -3.13% | Q4 2025 | Jan 21, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 152,263 | 3,180 | 1.3% | 1.34% | 90 | +4,362 | 2.95% | Q4 2025 | Feb 09, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 145,466 | 3,147 | 0.89% | 0.88% | 91 | +10,887 | 8.09% | Q4 2025 | Feb 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 150,251 | 3,138 | 0.04% | 0.04% | 92 | +39 | 0.03% | Q4 2025 | Feb 09, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 149,755 | 3,128 | 0.06% | 0.06% | 93 | +4,020 | 2.76% | Q4 2025 | Jan 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 148,656 | 3,105 | 0.0% | 0.0% | 94 | -3,338 | -2.2% | Q4 2025 | Feb 18, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 147,022 | 3,071 | 0.01% | — | 95 | +147,022 | New | Q4 2025 | Feb 12, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 140,202 | 2,928 | 0.82% | 0.98% | 96 | -21,822 | -13.47% | Q4 2025 | Feb 11, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 129,268 | 2,700 | 1.14% | 1.16% | 97 | +2,046 | 1.61% | Q4 2025 | Jan 14, 2026 |
| Johnson Financial Group, LLC | History | Added to | 129,006 | 2,694 | 0.17% | 0.17% | 98 | +43,339 | 50.59% | Q4 2025 | Feb 10, 2026 |
| Sagace Wealth Management LLC | History | Added to | 124,286 | 2,596 | 1.76% | 1.81% | 99 | +742 | 0.6% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 122,185 | 2,552 | 0.0% | 0.0% | 100 | +12,477 | 11.37% | Q4 2025 | Feb 18, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 116,416 | 2,431 | 0.07% | 0.08% | 101 | -6,577 | -5.35% | Q4 2025 | Feb 10, 2026 |
| Gotham Asset Management, LLC | History | No change | 116,009 | 2,423 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 115,158 | 2,405 | 0.66% | 0.66% | 103 | +4,569 | 4.13% | Q4 2025 | Feb 03, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 114,274 | 2,387 | 0.72% | 0.74% | 104 | +904 | 0.8% | Q4 2025 | Feb 10, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 108,467 | 2,265 | 0.91% | 0.89% | 105 | +1,941 | 1.82% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 106,027 | 2,214 | 0.05% | 0.0% | 106 | +105,977 | 211954.0% | Q4 2025 | Feb 17, 2026 |
| Midwest Trust Co | History | Reduced | 105,910 | 2,212 | 0.03% | 0.04% | 107 | -25,140 | -19.18% | Q4 2025 | Feb 04, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 105,540 | 2,205 | 0.17% | 0.18% | 108 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 104,964 | 2,192 | 0.04% | 0.05% | 109 | +3,664 | 3.62% | Q4 2025 | Feb 03, 2026 |
| Vivaldi Capital Management LP | History | Added to | 104,881 | 2,190 | 0.3% | 0.28% | 110 | +13,259 | 14.47% | Q4 2025 | Feb 13, 2026 |
| SACHEM HILL LLC | History | Added to | 104,391 | 2,180 | 0.42% | 0.45% | 111 | +40 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Brio Consultants, LLC | History | Added to | 103,879 | 2,170 | 0.28% | 0.3% | 112 | +2,499 | 2.46% | Q4 2025 | Feb 04, 2026 |
| FIDUCIENT ADVISORS LLC | History | New | 101,312 | 2,116 | 0.26% | — | 113 | +101,312 | New | Q4 2025 | Feb 10, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 97,287 | 2,105 | 0.84% | 0.72% | 114 | +15,672 | 19.2% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 99,963 | 2,088 | 0.04% | 0.04% | 115 | -3,504 | -3.39% | Q4 2025 | Jan 22, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 99,916 | 2,087 | 0.36% | 0.37% | 116 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 98,846 | 2,065 | 0.0% | — | 117 | +98,846 | New | Q4 2025 | Feb 17, 2026 |
| EPIQ PARTNERS, LLC | History | Reduced | 98,082 | 2,048 | 0.95% | 1.63% | 118 | -62,011 | -38.73% | Q4 2025 | Jan 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 97,605 | 2,038 | 0.01% | 0.01% | 119 | +27,094 | 38.43% | Q4 2025 | Feb 12, 2026 |
| Black Diamond Financial, LLC | History | Added to | 97,542 | 2,037 | 0.21% | 0.24% | 120 | +232 | 0.24% | Q4 2025 | Feb 03, 2026 |
| AWM CAPITAL, LLC | History | Added to | 96,432 | 2,014 | 0.18% | 0.19% | 121 | +460 | 0.48% | Q4 2025 | Feb 17, 2026 |
| Ramiah Investment Group | History | Added to | 95,490 | 1,994 | 1.95% | 1.77% | 122 | +12,566 | 15.15% | Q4 2025 | Jan 28, 2026 |
| Davis Capital Management | History | Reduced | 95,340 | 1,991 | 1.37% | 1.43% | 123 | -153 | -0.16% | Q4 2025 | Jan 28, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 94,640 | 1,977 | 0.76% | 0.76% | 124 | +5,329 | 5.97% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | Added to | 94,294 | 1,969 | 0.03% | 0.03% | 125 | +12,799 | 15.71% | Q4 2025 | Feb 13, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 94,206 | 1,967 | 0.25% | 0.24% | 126 | +7,470 | 8.61% | Q4 2025 | Feb 13, 2026 |
| FC Advisory LLC | History | Added to | 93,172 | 1,946 | 0.56% | 0.59% | 127 | +50 | 0.05% | Q4 2025 | Jan 13, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 92,238 | 1,926 | 0.78% | 0.67% | 128 | +20,006 | 27.7% | Q4 2025 | Feb 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 91,591 | 1,913 | 0.12% | 0.13% | 129 | +633 | 0.7% | Q4 2025 | Jan 23, 2026 |
| Empower Advisory Group, LLC | History | Added to | 88,937 | 1,857 | 0.01% | 0.0% | 130 | +25,983 | 41.27% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 88,575 | 1,850 | 0.05% | 0.05% | 131 | +1,111 | 1.27% | Q4 2025 | Jan 28, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 88,261 | 1,843 | 0.21% | 0.23% | 132 | +2,565 | 2.99% | Q4 2025 | Jan 29, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 87,647 | 1,830 | 0.19% | 0.23% | 133 | -5,504 | -5.91% | Q4 2025 | Feb 06, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 87,029 | 1,818 | 0.02% | 0.02% | 134 | -1,658 | -1.87% | Q4 2025 | Jan 21, 2026 |
| Lido Advisors, LLC | History | Added to | 83,161 | 1,792 | 0.01% | 0.01% | 135 | +1,442 | 1.76% | Q4 2025 | Feb 10, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 72,728 | 1,763 | 0.16% | 0.15% | 136 | +5,310 | 7.88% | Q4 2025 | Jan 30, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 83,797 | 1,750 | 0.32% | 0.32% | 137 | +9,455 | 12.72% | Q4 2025 | Feb 06, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 83,068 | 1,735 | 0.32% | 0.31% | 138 | +1,379 | 1.69% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Reduced | 82,647 | 1,726 | 0.01% | 0.01% | 139 | -2,920 | -3.41% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 81,985 | 1,712 | 0.53% | 0.03% | 140 | +80,525 | 5515.41% | Q4 2025 | Feb 17, 2026 |
| Carter Financial Group, INC. | History | Added to | 81,013 | 1,692 | 1.0% | 1.0% | 141 | +4,198 | 5.47% | Q4 2025 | Feb 13, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 80,627 | 1,684 | 0.2% | 0.21% | 142 | -4,505 | -5.29% | Q4 2025 | Jan 22, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 77,188 | 1,612 | 1.0% | 1.0% | 143 | +3,288 | 4.45% | Q4 2025 | Jan 14, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 76,759 | 1,603 | 0.08% | 0.1% | 144 | -12,806 | -14.3% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 71,609 | 1,495 | 0.01% | — | 145 | +71,609 | New | Q4 2025 | Feb 18, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 71,053 | 1,484 | 0.34% | 0.34% | 146 | +1,954 | 2.83% | Q4 2025 | Jan 16, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 70,453 | 1,471 | 0.0% | 0.0% | 147 | -19,590 | -21.76% | Q4 2025 | Feb 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 69,768 | 1,457 | 0.07% | 0.09% | 148 | +3,521 | 5.31% | Q4 2025 | Jan 28, 2026 |
| CHOREO, LLC | History | Added to | 67,231 | 1,414 | 0.02% | 0.02% | 149 | +1,541 | 2.35% | Q4 2025 | Jan 23, 2026 |
| GTS SECURITIES LLC | History | New | 66,762 | 1,394 | 0.05% | — | 150 | +66,762 | New | Q4 2025 | Feb 13, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 66,140 | 1,382 | 0.04% | 0.04% | 151 | -1,149 | -1.71% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 65,955 | 1,377 | 0.03% | 0.03% | 152 | -1,942 | -2.86% | Q4 2025 | Jan 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 63,057 | 1,317 | 0.02% | 0.02% | 153 | +3,663 | 6.17% | Q4 2025 | Jan 26, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 61,298 | 1,279 | 0.13% | 0.13% | 154 | +2,746 | 4.69% | Q4 2025 | Jan 12, 2026 |
| Breakwater Investment Management | History | Added to | 59,936 | 1,252 | 0.45% | 0.46% | 155 | +1,455 | 2.49% | Q4 2025 | Feb 02, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | New | 59,050 | 1,233 | 0.53% | — | 156 | +59,050 | New | Q4 2025 | Jan 12, 2026 |
| Clearview Wealth Advisors LLC | History | Reduced | 58,227 | 1,216 | 0.77% | 0.81% | 157 | -131 | -0.22% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 58,071 | 1,213 | 0.0% | 0.0% | 158 | +17,134 | 41.85% | Q4 2025 | Feb 02, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 57,825 | 1,207 | 0.16% | 0.24% | 159 | -18,238 | -23.98% | Q4 2025 | Jan 09, 2026 |
| IFG Advisors, LLC | History | Reduced | 57,093 | 1,192 | 0.2% | 0.2% | 160 | -256 | -0.45% | Q4 2025 | Jan 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 55,359 | 1,156 | 0.0% | 0.0% | 161 | +1,508 | 2.8% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 55,227 | 1,153 | 0.03% | 0.03% | 162 | +4,824 | 9.57% | Q4 2025 | Feb 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 54,015 | 1,128 | 0.06% | 0.03% | 163 | +28,269 | 109.8% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 53,695 | 1,121 | 0.0% | 0.0% | 164 | +5,485 | 11.38% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 52,649 | 1,103 | 0.0% | 0.0% | 165 | +22,581 | 75.1% | Q4 2025 | Mar 09, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 51,884 | 1,083 | 0.03% | 0.03% | 166 | +4,651 | 9.85% | Q4 2025 | Jan 28, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 51,663 | 1,079 | 0.28% | 1.7% | 167 | -229,470 | -81.62% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 51,590 | 1,078 | 0.0% | 0.0% | 168 | -3,981 | -7.16% | Q4 2025 | Feb 05, 2026 |
| Csenge Advisory Group | History | Added to | 51,267 | 1,070 | 0.05% | 0.05% | 169 | +5,708 | 12.53% | Q4 2025 | Feb 06, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 50,662 | 1,058 | 0.1% | 0.13% | 170 | -9,545 | -15.85% | Q4 2025 | Feb 04, 2026 |
| BCS Wealth Management | History | Added to | 50,604 | 1,057 | 0.11% | 0.15% | 171 | +20,229 | 66.6% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Added to | 50,553 | 1,056 | 0.0% | 0.0% | 172 | +49,670 | 5625.14% | Q4 2025 | Feb 18, 2026 |
| Curbstone Financial Management Corp | History | No change | 49,332 | 1,030 | 0.2% | 0.2% | 173 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 49,120 | 1,026 | 0.02% | 0.02% | 174 | +8,321 | 20.4% | Q4 2025 | Feb 06, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 49,054 | 1,024 | 0.02% | 0.02% | 175 | +1,888 | 4.0% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 48,934 | 1,022 | 0.0% | 0.01% | 176 | +210 | 0.43% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 46,436 | 990 | 0.02% | 0.03% | 177 | -6,391 | -12.1% | Q4 2025 | Jan 28, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 46,593 | 973 | 0.44% | 0.34% | 178 | +12,941 | 38.46% | Q4 2025 | Jan 22, 2026 |
| Bestgate Wealth Advisors, LLC | History | Reduced | 45,397 | 948 | 1.67% | 1.8% | 179 | -1,779 | -3.77% | Q4 2025 | Jan 16, 2026 |
| Cooke Wealth Management, LLC | History | New | 43,765 | 939 | 0.82% | — | 180 | +43,765 | New | Q4 2025 | Jan 21, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 44,637 | 935 | 0.03% | 0.03% | 181 | +5,748 | 14.78% | Q4 2025 | Jan 16, 2026 |
| North Forty Two & Co. | History | Reduced | 43,824 | 915 | 0.86% | 0.94% | 182 | -600 | -1.35% | Q4 2025 | Feb 09, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 43,379 | 906 | 0.62% | 0.66% | 183 | +275 | 0.64% | Q4 2025 | Jan 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 42,741 | 892 | 0.0% | 0.0% | 184 | +4,627 | 12.14% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 42,285 | 883 | 0.0% | 0.0% | 185 | +26,562 | 168.94% | Q4 2025 | Feb 13, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 42,191 | 881 | 0.21% | 0.22% | 186 | +48 | 0.11% | Q4 2025 | Feb 10, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 41,777 | 872 | 0.22% | 0.24% | 187 | -238 | -0.57% | Q4 2025 | Feb 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 41,269 | 862 | 0.1% | — | 188 | +41,269 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 40,856 | 853 | 0.0% | 0.0% | 189 | +31,251 | 325.36% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 40,173 | 839 | 0.01% | 0.01% | 190 | +6,970 | 20.99% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 39,766 | 830 | 0.06% | 0.06% | 191 | +2,530 | 6.79% | Q4 2025 | Feb 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 39,751 | 830 | 0.6% | 0.66% | 192 | -1,790 | -4.31% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 39,441 | 823 | 0.03% | 0.04% | 193 | -1,947 | -4.7% | Q4 2025 | Feb 06, 2026 |
| &PARTNERS | History | New | 38,965 | 813 | 0.0% | — | 194 | +38,965 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 37,294 | 779 | 0.0% | 0.0% | 195 | +10,024 | 36.76% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 36,446 | 761 | 0.0% | 0.0% | 196 | +2,256 | 6.6% | Q4 2025 | Feb 10, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 36,314 | 758 | 0.03% | 0.03% | 197 | -995 | -2.67% | Q4 2025 | Feb 11, 2026 |
| RCW Management, LLC | History | New | 35,897 | 749 | 0.76% | — | 198 | +35,897 | New | Q4 2025 | Jan 30, 2026 |
| Foster Group, Inc. | History | Added to | 35,321 | 737 | 0.02% | 0.02% | 199 | +3,842 | 12.2% | Q4 2025 | Jan 12, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 35,179 | 734 | 0.2% | 0.21% | 200 | +105 | 0.3% | Q4 2025 | Feb 05, 2026 |
| WT Wealth Management | History | Added to | 35,096 | 733 | 0.21% | 0.21% | 201 | +721 | 2.1% | Q4 2025 | Feb 02, 2026 |
| WealthShield Partners, LLC | History | Reduced | 34,896 | 728 | 0.08% | 0.09% | 202 | -68 | -0.19% | Q4 2025 | Feb 03, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 34,703 | 724 | 0.13% | 0.12% | 203 | +4,074 | 13.3% | Q4 2025 | Jan 26, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 34,645 | 724 | 0.09% | 0.11% | 204 | -3,381 | -8.89% | Q4 2025 | Jan 12, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 33,918 | 708 | 0.3% | 0.32% | 205 | -442 | -1.29% | Q4 2025 | Jan 22, 2026 |
| IF Advisors, LLC | History | New | 32,945 | 688 | 0.56% | — | 206 | +32,945 | New | Q4 2025 | Feb 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 32,918 | 687 | 0.01% | 0.01% | 207 | -2,097 | -5.99% | Q4 2025 | Feb 05, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 32,864 | 686 | 0.08% | 0.08% | 208 | -369 | -1.11% | Q4 2025 | Jan 23, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 32,174 | 672 | 0.22% | 0.24% | 209 | -1,230 | -3.68% | Q4 2025 | Jan 27, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 32,087 | 670 | 0.09% | 0.11% | 210 | -42 | -0.13% | Q4 2025 | Jan 21, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 31,500 | 658 | 0.01% | 0.01% | 211 | -1,781 | -5.35% | Q4 2025 | Feb 09, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 31,292 | 653 | 0.58% | — | 212 | +31,292 | New | Q4 2025 | Feb 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 30,933 | 646 | 0.02% | 0.02% | 213 | -1,303 | -4.04% | Q4 2025 | Jan 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 30,822 | 643 | 0.0% | 0.0% | 214 | +3,640 | 13.39% | Q4 2025 | Jan 29, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | Reduced | 30,657 | 640 | 0.16% | 0.2% | 215 | -3,700 | -10.77% | Q4 2025 | Feb 06, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 30,332 | 633 | 0.17% | 0.17% | 216 | +3,774 | 14.21% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 29,959 | 625 | 0.01% | 0.02% | 217 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Clear Retirement Advice LLC | History | New | 28,536 | 617 | 0.48% | — | 218 | +28,536 | New | Q4 2025 | Feb 24, 2026 |
| Roundview Capital LLC | History | Reduced | 28,772 | 601 | 0.04% | 0.04% | 219 | -90 | -0.31% | Q4 2025 | Feb 09, 2026 |
| Prospect Financial Group LLC | History | Added to | 28,521 | 595 | 0.55% | 0.57% | 220 | +1,623 | 6.03% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 28,476 | 594 | 0.01% | 0.01% | 221 | +181 | 0.64% | Q4 2025 | Feb 11, 2026 |
| Dorato Capital Management | History | New | 27,294 | 586 | 0.44% | — | 222 | +27,294 | New | Q4 2025 | Jan 16, 2026 |
| Quantinno Capital Management LP | History | New | 27,638 | 577 | 0.0% | — | 224 | +27,638 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 27,641 | 577 | 0.0% | 0.01% | 223 | +3,246 | 13.31% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 27,550 | 576 | 0.0% | 0.0% | 225 | -920 | -3.23% | Q4 2025 | Feb 10, 2026 |
| Simplicity Wealth,LLC | History | Added to | 27,284 | 569 | 0.03% | 0.03% | 226 | +5,128 | 23.14% | Q4 2025 | Jan 30, 2026 |
| Compound Planning, Inc. | History | Reduced | 26,522 | 554 | 0.02% | 0.44% | 227 | -602,350 | -95.78% | Q4 2025 | Feb 19, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 26,012 | 543 | 0.24% | 0.26% | 228 | -505 | -1.9% | Q4 2025 | Jan 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 25,844 | 540 | 0.0% | 0.0% | 229 | +9,864 | 61.73% | Q4 2025 | Jan 05, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 25,857 | 540 | 0.11% | 0.11% | 230 | +1,523 | 6.26% | Q4 2025 | Feb 12, 2026 |
| Carrera Capital Advisors | History | Added to | 25,804 | 539 | 0.09% | 0.1% | 231 | +258 | 1.01% | Q4 2025 | Jan 30, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 25,662 | 536 | 0.06% | 0.06% | 232 | +1,738 | 7.26% | Q4 2025 | Jan 26, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 25,250 | 527 | 0.21% | 0.21% | 233 | +506 | 2.04% | Q4 2025 | Jan 28, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 25,115 | 524 | 0.05% | 0.05% | 234 | +951 | 3.94% | Q4 2025 | Jan 27, 2026 |
| M Wealth Management, LLC | History | Reduced | 24,980 | 521 | 0.45% | 0.57% | 235 | -4,955 | -16.55% | Q4 2025 | Jan 29, 2026 |
| Human Investing LLC | History | Added to | 24,891 | 519 | 0.07% | 0.08% | 236 | +306 | 1.24% | Q4 2025 | Jan 27, 2026 |
| PFG Advisors | History | Added to | 24,721 | 516 | 0.03% | 0.01% | 237 | +9,542 | 62.86% | Q4 2025 | Jan 27, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 24,609 | 514 | 0.2% | 0.21% | 238 | -38 | -0.15% | Q4 2025 | Jan 21, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 24,167 | 504 | 0.33% | 0.34% | 239 | -4,705 | -16.3% | Q4 2025 | Feb 09, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 24,078 | 502 | 0.15% | 0.16% | 240 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Friedenthal Financial | History | Reduced | 24,015 | 501 | 0.26% | 0.28% | 241 | -1,079 | -4.3% | Q4 2025 | Jan 27, 2026 |
| NATIXIS | History | Added to | 23,601 | 495 | 0.0% | 0.0% | 242 | +470 | 2.03% | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | Reduced | 23,631 | 493 | 0.01% | 0.01% | 243 | -343 | -1.43% | Q4 2025 | Feb 04, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 23,415 | 489 | 0.05% | 0.06% | 244 | -4,316 | -15.56% | Q4 2025 | Jan 07, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 23,389 | 488 | 0.04% | 0.04% | 245 | +39 | 0.17% | Q4 2025 | Feb 11, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 22,551 | 471 | 0.08% | 0.12% | 246 | -5,625 | -19.96% | Q4 2025 | Jan 21, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | New | 22,500 | 470 | 0.0% | — | 247 | +22,500 | New | Q4 2025 | Feb 12, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 22,254 | 464 | 0.2% | 0.21% | 248 | +234 | 1.06% | Q4 2025 | Jan 16, 2026 |
| RFG Advisory, LLC | History | Reduced | 22,023 | 460 | 0.01% | 0.04% | 249 | -61,985 | -73.78% | Q4 2025 | Feb 03, 2026 |
| XY Planning Network, Inc. | History | New | 22,040 | 460 | 0.08% | — | 250 | +22,040 | New | Q4 2025 | Jan 26, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 21,420 | 459 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OneAscent Financial Services LLC | History | New | 21,879 | 457 | 0.04% | — | 252 | +21,879 | New | Q4 2025 | Feb 11, 2026 |
| Lee Financial Co | History | Reduced | 21,545 | 450 | 0.06% | 0.06% | 253 | -96 | -0.44% | Q4 2025 | Jan 22, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 21,510 | 449 | 0.16% | 0.17% | 254 | -433 | -1.97% | Q4 2025 | Jan 13, 2026 |
| SEI INVESTMENTS CO | History | New | 21,371 | 446 | 0.0% | — | 255 | +21,371 | New | Q4 2025 | Feb 13, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 21,200 | 442 | 0.38% | 0.41% | 256 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Portland Financial Advisors Inc | History | No change | 21,000 | 438 | 0.93% | 0.96% | 257 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 20,962 | 437 | 0.08% | 0.12% | 258 | +219 | 1.06% | Q4 2025 | Jan 26, 2026 |
| Aegis Wealth Management LLC | History | Added to | 20,901 | 436 | 0.25% | 0.24% | 259 | +354 | 1.72% | Q4 2025 | Jan 14, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 20,449 | 427 | 0.09% | 0.11% | 260 | -9,491 | -31.7% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Reduced | 20,436 | 426 | 0.0% | 0.0% | 261 | -2,114 | -9.37% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 20,334 | 424 | 0.03% | 0.03% | 262 | +409 | 2.05% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 20,062 | 419 | 0.0% | 0.0% | 263 | -381 | -1.86% | Q4 2025 | Feb 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 19,314 | 415 | 0.09% | 0.13% | 264 | -4,743 | -19.72% | Q4 2025 | Feb 04, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 19,850 | 414 | 0.03% | 0.04% | 265 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 19,727 | 412 | 0.04% | 0.03% | 267 | +4,414 | 28.83% | Q4 2025 | Jan 26, 2026 |
| AlphaCore Capital LLC | History | Reduced | 19,746 | 412 | 0.01% | 0.02% | 266 | -1,845 | -8.55% | Q4 2025 | Feb 05, 2026 |
| Brooklyn Investment Group | History | New | 19,457 | 408 | 0.02% | — | 269 | +19,457 | New | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 19,546 | 408 | 0.0% | 0.0% | 268 | -10,063 | -33.99% | Q4 2025 | Mar 25, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 19,485 | 407 | 0.0% | 0.01% | 271 | -25,118 | -56.31% | Q4 2025 | Feb 11, 2026 |
| NWAM LLC | History | Reduced | 19,452 | 407 | 0.02% | 0.02% | 270 | -304 | -1.54% | Q4 2025 | Feb 04, 2026 |
| Cordant, Inc. | History | Reduced | 19,364 | 404 | 0.17% | 0.19% | 272 | -76 | -0.39% | Q4 2025 | Jan 12, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 19,002 | 396 | 0.08% | 0.09% | 273 | -121 | -0.63% | Q4 2025 | Jan 23, 2026 |
| WBH ADVISORY INC | History | Reduced | 18,929 | 395 | 0.03% | 0.03% | 274 | -646 | -3.3% | Q4 2025 | Jan 26, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 18,819 | 393 | 0.09% | 0.07% | 275 | +6,638 | 54.49% | Q4 2025 | Jan 12, 2026 |
| Allworth Financial LP | History | New | 18,742 | 391 | 0.0% | — | 276 | +18,742 | New | Q4 2025 | Feb 05, 2026 |
| Fort Point Capital Partners LLC | History | No change | 17,834 | 385 | 0.04% | 0.05% | 277 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 18,405 | 384 | 0.0% | 0.0% | 278 | +4,938 | 36.67% | Q4 2025 | Feb 17, 2026 |
| Bangor Savings Bank | History | Reduced | 18,381 | 383 | 0.03% | 0.04% | 279 | -1,253 | -6.38% | Q4 2025 | Jan 16, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 18,338 | 383 | 0.18% | 0.21% | 280 | +23 | 0.13% | Q4 2025 | Jan 09, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 17,201 | 377 | 0.01% | 0.01% | 281 | -2,486 | -12.63% | Q4 2025 | Feb 09, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | Reduced | 17,984 | 376 | 0.25% | 0.73% | 282 | -34,011 | -65.41% | Q4 2025 | Jan 26, 2026 |
| BLUELINE ADVISORS LLC | History | New | 17,997 | 375 | 0.31% | — | 283 | +17,997 | New | Q4 2025 | Feb 10, 2026 |
| Heritage Financial Services, LLC | History | Reduced | 17,836 | 372 | 0.03% | 0.04% | 284 | -620 | -3.36% | Q4 2025 | Feb 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 17,709 | 369 | 0.02% | 0.02% | 285 | +859 | 5.1% | Q4 2025 | Feb 06, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 16,223 | 365 | 0.15% | 0.14% | 287 | +1,273 | 8.52% | Q4 2025 | Feb 13, 2026 |
| Whelan Financial | History | Reduced | 17,493 | 365 | 0.11% | 0.12% | 286 | -777 | -4.25% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 17,410 | 363 | 0.11% | 0.11% | 288 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Western Wealth Management, LLC | History | Added to | 17,323 | 361 | 0.02% | 0.02% | 289 | +305 | 1.79% | Q4 2025 | Feb 05, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 16,949 | 354 | 0.01% | 0.01% | 290 | +75 | 0.44% | Q4 2025 | Jan 07, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 16,857 | 352 | 0.23% | 0.25% | 291 | +4 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 16,584 | 346 | 0.02% | 0.04% | 292 | -5,321 | -24.29% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 16,500 | 344 | 0.0% | 0.0% | 293 | -19,100 | -53.65% | Q4 2025 | Feb 17, 2026 |
| United Advisor Group, LLC | History | Added to | 16,503 | 344 | 0.04% | 0.03% | 294 | +4,883 | 42.02% | Q4 2025 | Jan 26, 2026 |
| Phocas Financial Corp. | History | No change | 16,411 | 342 | 0.04% | 0.05% | 295 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 16,350 | 341 | 0.04% | 0.04% | 296 | +881 | 5.7% | Q4 2025 | Jan 14, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 16,285 | 340 | 0.15% | 0.18% | 297 | -3 | -0.02% | Q4 2025 | Jan 14, 2026 |
| Root Financial Partners, LLC | History | Reduced | 16,200 | 338 | 0.02% | 0.03% | 298 | -7,556 | -31.81% | Q4 2025 | Feb 10, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 16,126 | 336 | 0.24% | 0.19% | 299 | +4,135 | 34.48% | Q4 2025 | Jan 08, 2026 |
| Elser Financial Planning, Inc | History | Reduced | 16,109 | 336 | 0.24% | 0.48% | 300 | -2,659 | -14.17% | Q4 2025 | Jan 15, 2026 |
| Savant Capital, LLC | History | Reduced | 15,946 | 333 | 0.0% | 0.0% | 301 | -1,359 | -7.85% | Q4 2025 | Feb 10, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 15,935 | 332 | 0.1% | 0.11% | 302 | -1,007 | -5.94% | Q4 2025 | Feb 06, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 15,819 | 330 | 0.09% | 0.09% | 303 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 15,490 | 323 | 0.02% | 0.02% | 304 | +559 | 3.74% | Q4 2025 | Feb 03, 2026 |
| Savvy Advisors, Inc. | History | New | 15,402 | 321 | 0.01% | — | 306 | +15,402 | New | Q4 2025 | Jan 20, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 15,397 | 321 | 0.04% | 0.04% | 305 | +146 | 0.96% | Q4 2025 | Feb 18, 2026 |
| Facet Wealth, Inc. | History | Added to | 15,102 | 318 | 0.01% | 0.0% | 307 | +5,111 | 51.16% | Q4 2025 | Jan 29, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 14,845 | 310 | 0.07% | 0.07% | 308 | +156 | 1.06% | Q4 2025 | Jan 16, 2026 |
| Values Added Financial LLC | History | Reduced | 14,766 | 308 | 0.13% | 0.16% | 309 | -1,457 | -8.98% | Q4 2025 | Jan 16, 2026 |
| M Holdings Securities, Inc. | History | New | 14,712 | 307 | 0.02% | — | 310 | +14,712 | New | Q4 2025 | Feb 11, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 14,738 | 307 | 0.03% | 0.04% | 311 | -756 | -4.88% | Q4 2025 | Jan 20, 2026 |
| Rinkey Investments | History | No change | 14,560 | 304 | 0.08% | 0.08% | 312 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 14,500 | 302 | 0.05% | 0.05% | 313 | +1 | 0.01% | Q4 2025 | Jan 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 14,367 | 300 | 0.0% | 0.0% | 314 | +41 | 0.29% | Q4 2025 | Feb 17, 2026 |
| Quantbot Technologies LP | History | New | 14,318 | 299 | 0.01% | — | 315 | +14,318 | New | Q4 2025 | Feb 10, 2026 |
| Aurora Investment Managers, LLC. | History | Added to | 14,039 | 293 | 0.17% | 0.16% | 316 | +4 | 0.03% | Q4 2025 | Jan 08, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 13,459 | 281 | 0.22% | 0.2% | 318 | +2,675 | 24.81% | Q4 2025 | Feb 09, 2026 |
| Rothschild Wealth LLC | History | Added to | 13,492 | 281 | 0.03% | 0.06% | 317 | +819 | 6.46% | Q4 2025 | Feb 17, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 13,405 | 280 | 0.08% | 0.09% | 319 | -1,174 | -8.05% | Q4 2025 | Jan 08, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 13,329 | 278 | 0.0% | 0.0% | 320 | -10,770 | -44.69% | Q4 2025 | Jan 23, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 13,292 | 277 | 0.02% | 0.04% | 321 | -9,541 | -41.79% | Q4 2025 | Jan 27, 2026 |
| Piscataqua Savings Bank | History | New | 13,196 | 275 | 0.19% | — | 322 | +13,196 | New | Q4 2025 | Jan 16, 2026 |
| LCW Services, LLC | History | New | 13,131 | 274 | 0.15% | — | 324 | +13,131 | New | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 13,094 | 274 | 0.0% | 0.0% | 323 | +2,495 | 23.54% | Q4 2025 | Jan 26, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 12,931 | 270 | 0.01% | 0.03% | 325 | -44,970 | -77.67% | Q4 2025 | Feb 13, 2026 |
| CERTUITY, LLC | History | Reduced | 12,811 | 267 | 0.02% | 0.04% | 326 | -16,728 | -56.63% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 12,658 | 264 | 0.03% | 0.03% | 327 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 12,573 | 262 | 0.0% | 0.01% | 328 | -14,811 | -54.09% | Q4 2025 | Feb 05, 2026 |
| FF Advisors,LLC | History | Reduced | 12,346 | 257 | 0.11% | 0.13% | 329 | -405 | -3.18% | Q4 2025 | Feb 13, 2026 |
| Allen Capital Group, LLC | History | Reduced | 12,256 | 256 | 0.02% | 0.03% | 330 | -1,343 | -9.88% | Q4 2025 | Feb 09, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 12,249 | 255 | 0.05% | 0.06% | 331 | -834 | -6.37% | Q4 2025 | Jan 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 12,217 | 255 | 0.01% | 0.01% | 332 | -132 | -1.07% | Q4 2025 | Feb 13, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 11,979 | 252 | 0.07% | 0.09% | 333 | -1,475 | -10.96% | Q4 2025 | Jan 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 11,785 | 246 | 0.01% | 0.02% | 334 | -5,444 | -31.6% | Q4 2025 | Feb 17, 2026 |
| Jacobs Equity LLC | History | New | 11,707 | 244 | 0.23% | — | 337 | +11,707 | New | Q4 2025 | Feb 19, 2026 |
| Embree Financial Group | History | Reduced | 11,694 | 244 | 0.03% | 0.04% | 336 | -738 | -5.94% | Q4 2025 | Jan 14, 2026 |
| CAP Partners, LLC | History | Added to | 11,693 | 244 | 0.14% | 0.14% | 335 | +75 | 0.65% | Q4 2025 | Feb 04, 2026 |
| One Charles Private Wealth Services, LLC | History | New | 11,621 | 242 | 0.06% | — | 338 | +11,621 | New | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 11,579 | 241 | 0.0% | 0.0% | 339 | -1,211 | -9.47% | Q4 2025 | Jan 29, 2026 |
| Downshift Financial, LLC | History | New | 11,086 | 240 | 0.15% | — | 340 | +11,086 | New | Q4 2025 | Mar 11, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 11,307 | 236 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 11,222 | 234 | 0.01% | — | 342 | +11,222 | New | Q4 2025 | Feb 10, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 11,165 | 233 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lewis Asset Management, LLC | History | Added to | 11,022 | 230 | 0.09% | 0.1% | 344 | +145 | 1.33% | Q4 2025 | Jan 15, 2026 |
| HOWE & RUSLING INC | History | Added to | 10,938 | 228 | 0.02% | 0.0% | 345 | +10,051 | 1133.15% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 10,922 | 227 | 0.0% | 0.01% | 346 | -15,105 | -58.04% | Q4 2025 | Jan 23, 2026 |
| IFG Advisory, LLC | History | Added to | 10,892 | 227 | 0.01% | 0.01% | 347 | +137 | 1.27% | Q4 2025 | Feb 10, 2026 |
| SWMG, LLC | History | Added to | 10,212 | 224 | 0.06% | 0.06% | 348 | +471 | 4.84% | Q4 2025 | Feb 10, 2026 |
| Skyline Advisors, Inc. | History | No change | 10,736 | 224 | 0.07% | 0.08% | 349 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 10,543 | 220 | 0.16% | 0.0% | 351 | +10,400 | 7272.73% | Q4 2025 | Jan 21, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 10,235 | 220 | 0.01% | 0.02% | 350 | -487 | -4.54% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 10,501 | 219 | 0.0% | 0.0% | 352 | +10,229 | 3760.66% | Q4 2025 | Feb 12, 2026 |
| REDW Wealth LLC | History | Reduced | 10,506 | 219 | 0.08% | 0.1% | 353 | -1,899 | -15.31% | Q4 2025 | Jan 28, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 10,490 | 219 | 0.01% | 0.01% | 354 | -1,359 | -11.47% | Q4 2025 | Feb 04, 2026 |
| Garde Capital, Inc. | History | Reduced | 10,270 | 214 | 0.01% | 0.01% | 355 | -1,707 | -14.25% | Q4 2025 | Feb 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 10,250 | 214 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 10,244 | 213 | 0.02% | 0.03% | 357 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 10,017 | 209 | 0.0% | — | 358 | +10,017 | New | Q4 2025 | Feb 17, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 9,948 | 208 | 0.08% | 0.07% | 359 | +394 | 4.12% | Q4 2025 | Jan 30, 2026 |
| Invst, LLC | History | Reduced | 9,952 | 207 | 0.02% | 0.03% | 360 | -1,510 | -13.17% | Q4 2025 | Feb 11, 2026 |
| MidFirst Bank | History | New | 9,877 | 206 | 0.02% | — | 361 | +9,877 | New | Q4 2025 | Feb 25, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 9,824 | 205 | 0.01% | — | 362 | +9,824 | New | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 9,796 | 204 | 0.0% | 0.0% | 364 | -16,128 | -62.21% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 9,792 | 204 | 0.0% | 0.0% | 363 | +126 | 1.3% | Q4 2025 | Feb 12, 2026 |
| Wilkins Miller Wealth Management, LLC | History | New | 9,721 | 203 | 0.12% | — | 365 | +9,721 | New | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 9,703 | 202 | 0.01% | 0.01% | 366 | +381 | 4.09% | Q4 2025 | Jan 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 9,615 | 200 | 0.0% | 0.0% | 367 | -747 | -7.21% | Q4 2025 | Feb 03, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 9,539 | 199 | 0.17% | — | 368 | +9,539 | New | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | Reduced | 8,794 | 183 | 0.01% | 0.01% | 369 | -356 | -3.89% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 8,547 | 178 | 0.02% | 0.01% | 370 | +4,107 | 92.5% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 7,294 | 152 | 0.0% | 0.0% | 371 | -451 | -5.82% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 6,975 | 145 | 0.0% | 0.0% | 372 | +1,188 | 20.53% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | New | 6,516 | 136 | 0.0% | — | 373 | +6,516 | New | Q4 2025 | Feb 13, 2026 |
| JDM Financial Group LLC | History | Reduced | 6,530 | 136 | 0.05% | 0.07% | 374 | -1,403 | -17.69% | Q4 2025 | Feb 02, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 6,139 | 128 | 0.0% | 0.01% | 375 | -1,918 | -23.81% | Q4 2025 | Feb 11, 2026 |
| LGT Financial Advisors LLC | History | No change | 6,096 | 127 | 0.78% | 0.28% | 376 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 6,008 | 125 | 0.07% | 0.07% | 377 | -212 | -3.41% | Q4 2025 | Jan 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 5,809 | 121 | 0.0% | 0.0% | 378 | +630 | 12.16% | Q4 2025 | Feb 17, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 5,683 | 118 | 0.03% | 0.04% | 379 | -520 | -8.38% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | Added to | 5,143 | 108 | 0.0% | 0.0% | 380 | +120 | 2.39% | Q4 2025 | Feb 11, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 5,152 | 107 | 0.08% | 0.09% | 381 | -258 | -4.77% | Q4 2025 | Feb 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 4,970 | 103 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 4,729 | 98 | 0.1% | — | 383 | +4,729 | New | Q4 2025 | Feb 19, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,561 | 95 | 0.0% | 0.0% | 384 | +914 | 25.06% | Q4 2025 | Feb 11, 2026 |
| DV Trading LLC | History | New | 4,470 | 93 | 0.0% | — | 385 | +4,470 | New | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 4,495 | 93 | 0.0% | 0.0% | 386 | -2,977 | -39.84% | Q4 2025 | Jan 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,027 | 84 | 0.0% | — | 387 | +4,026 | 402600.0% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,734 | 78 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Reduced | 3,618 | 75 | 0.0% | 0.0% | 389 | -1,742 | -32.5% | Q4 2025 | Jan 29, 2026 |
| CENTRAL TRUST Co | History | Reduced | 3,523 | 73 | 0.0% | 0.0% | 390 | -1,962 | -35.77% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 3,461 | 72 | 0.0% | 0.0% | 391 | -73 | -2.07% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,414 | 71 | 0.0% | 0.0% | 392 | +387 | 12.78% | Q4 2025 | Feb 12, 2026 |
| Front Row Advisors LLC | History | Added to | 3,286 | 68 | 0.02% | 0.02% | 393 | +1 | 0.03% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 3,220 | 67 | 0.0% | 0.01% | 395 | -813 | -20.16% | Q4 2025 | Jan 21, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 3,230 | 67 | 0.01% | 0.01% | 394 | -300 | -8.5% | Q4 2025 | Feb 05, 2026 |
| Citizens National Bank Trust Department | History | No change | 3,023 | 63 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,935 | 61 | 0.0% | 0.0% | 397 | +1,820 | 163.23% | Q4 2025 | Jan 29, 2026 |
| New Republic Capital, LLC | History | New | 2,880 | 60 | 0.02% | — | 398 | +2,880 | New | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | Added to | 2,842 | 59 | 0.03% | 0.03% | 399 | +263 | 10.2% | Q4 2025 | Feb 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 2,765 | 57 | 0.0% | — | 400 | +2,765 | New | Q4 2025 | Feb 05, 2026 |
| Meramec Financial Planners, LLC | History | New | 2,511 | 55 | 0.02% | — | 401 | +2,511 | New | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,516 | 52 | 0.0% | 0.0% | 402 | -641 | -20.3% | Q4 2025 | Feb 09, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 2,460 | 51 | 0.01% | 0.01% | 403 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 1,968 | 41 | 0.01% | 0.01% | 404 | +122 | 6.61% | Q4 2025 | Feb 05, 2026 |
| CVA Family Office, LLC | History | Added to | 1,951 | 40 | 0.0% | 0.01% | 405 | +3 | 0.15% | Q4 2025 | Jan 12, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,908 | 39 | 0.02% | 0.02% | 406 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,851 | 38 | 0.0% | 0.0% | 408 | -3,102 | -62.63% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 1,840 | 38 | 0.0% | — | 409 | +1,840 | New | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,848 | 38 | 0.0% | 0.0% | 407 | +215 | 13.17% | Q4 2025 | Feb 02, 2026 |
| SRH ADVISORS, LLC | History | Reduced | 1,659 | 34 | 0.01% | 0.02% | 410 | -953 | -36.49% | Q4 2025 | Jan 21, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,589 | 33 | 0.0% | 0.0% | 411 | +16 | 1.02% | Q4 2025 | Jan 20, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 1,536 | 32 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Independence Bank of Kentucky | History | Reduced | 1,419 | 29 | 0.0% | 0.01% | 414 | -902 | -38.86% | Q4 2025 | Jan 20, 2026 |
| Crewe Advisors LLC | History | No change | 1,402 | 29 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,266 | 26 | 0.0% | — | 415 | +1,266 | New | Q4 2025 | Jan 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 1,200 | 25 | 0.02% | — | 418 | +1,200 | New | Q4 2025 | Feb 11, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,212 | 25 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Asset Dedication, LLC | History | No change | 1,205 | 25 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Horizon Investments, LLC | History | New | 1,189 | 24 | 0.0% | — | 419 | +1,189 | New | Q4 2025 | Feb 02, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 1,152 | 24 | 0.01% | 0.01% | 420 | -410 | -26.25% | Q4 2025 | Feb 05, 2026 |
| SHP Wealth Management | History | New | 1,118 | 23 | 0.0% | — | 422 | +1,118 | New | Q4 2025 | Mar 04, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,106 | 23 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| McIlrath & Eck, LLC | History | Added to | 1,070 | 22 | 0.0% | 0.0% | 423 | +191 | 21.73% | Q4 2025 | Feb 03, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,035 | 21 | 0.0% | 0.0% | 424 | +293 | 39.49% | Q4 2025 | Jan 22, 2026 |
| Abound Wealth Management | History | Added to | 985 | 20 | 0.0% | 0.01% | 426 | +32 | 3.36% | Q4 2025 | Jan 12, 2026 |
| Pacific Center for Financial Services | History | No change | 929 | 20 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 942 | 19 | 0.0% | — | 427 | +899 | 2090.7% | Q4 2025 | Feb 02, 2026 |
| Fairway Wealth LLC | History | Reduced | 870 | 18 | 0.0% | 0.01% | 429 | -52 | -5.64% | Q4 2025 | Jan 28, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 898 | 18 | 0.0% | 0.0% | 428 | +3 | 0.34% | Q4 2025 | Feb 04, 2026 |
| PFC CAPITAL GROUP, INC. | History | New | 856 | 17 | 0.01% | — | 432 | +856 | New | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 842 | 17 | 0.0% | — | 431 | +842 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | New | 824 | 17 | 0.0% | — | 430 | +824 | New | Q4 2025 | Feb 11, 2026 |
| Noble Wealth Management PBC | History | Reduced | 766 | 16 | 0.01% | 0.01% | 434 | -217 | -22.08% | Q4 2025 | Jan 05, 2026 |
| Sunbelt Securities, Inc. | History | No change | 775 | 16 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 745 | 15 | 0.0% | 0.0% | 435 | -525 | -41.34% | Q4 2025 | Feb 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 735 | 15 | 0.01% | 0.0% | 438 | +144 | 24.37% | Q4 2025 | Jan 22, 2026 |
| Investors Research Corp | History | No change | 720 | 15 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 733 | 15 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 708 | 14 | 0.0% | — | 439 | +708 | New | Q4 2025 | Feb 12, 2026 |
| Reflection Asset Management | History | New | 644 | 13 | 0.01% | — | 442 | +644 | New | Q4 2025 | Mar 02, 2026 |
| BFSG, LLC | History | Added to | 648 | 13 | 0.0% | 0.0% | 440 | +210 | 47.95% | Q4 2025 | Jan 22, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 637 | 13 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 591 | 12 | 0.0% | — | 445 | +556 | 1588.57% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Added to | 586 | 12 | 0.0% | 0.0% | 443 | +6 | 1.03% | Q4 2025 | Feb 02, 2026 |
| Golden State Wealth Management, LLC | History | No change | 621 | 12 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CDKV HOLDINGS LLC | History | New | 532 | 11 | 0.01% | — | 449 | +532 | New | Q4 2025 | Feb 17, 2026 |
| Activest Wealth Management | History | New | 530 | 11 | 0.0% | — | 447 | +530 | New | Q4 2025 | Jan 30, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 534 | 11 | 0.0% | 0.0% | 448 | +4 | 0.75% | Q4 2025 | Feb 27, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 557 | 11 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| EFG International AG | History | New | 500 | 10 | 0.0% | — | 451 | +500 | New | Q4 2025 | Feb 17, 2026 |
| Aventura Private Wealth, LLC | History | No change | 524 | 10 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Evolution Advisers, Inc. | History | New | 457 | 9 | 0.0% | — | 454 | +457 | New | Q4 2025 | Jan 23, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 446 | 9 | 0.0% | 0.0% | 453 | -56 | -11.16% | Q4 2025 | Jan 23, 2026 |
| BESSEMER GROUP INC | History | No change | 432 | 9 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 456 | 9 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OPTIMA CAPITAL LLC | History | New | 427 | 8 | 0.0% | — | 463 | +427 | New | Q4 2025 | Jan 23, 2026 |
| Lodestone Wealth Management LLC | History | New | 410 | 8 | 0.0% | — | 461 | +410 | New | Q4 2025 | Jan 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 394 | 8 | 0.0% | 0.0% | 457 | +204 | 107.37% | Q4 2025 | Jan 30, 2026 |
| Tidemark, LLC | History | Added to | 393 | 8 | 0.0% | 0.0% | 462 | +189 | 92.65% | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 370 | 8 | 0.0% | 0.0% | 458 | -81 | -17.96% | Q4 2025 | Jan 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 417 | 8 | 0.0% | 0.0% | 456 | -4 | -0.95% | Q4 2025 | Jan 23, 2026 |
| Key FInancial Inc | History | Added to | 385 | 8 | 0.0% | 0.0% | 460 | +4 | 1.05% | Q4 2025 | Feb 09, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 425 | 8 | 0.0% | 0.0% | 459 | +2 | 0.47% | Q4 2025 | Jan 23, 2026 |
| Caldwell Trust Co | History | No change | 424 | 8 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MCF Advisors LLC | History | Reduced | 356 | 7 | 0.0% | 0.0% | 468 | -57 | -13.8% | Q4 2025 | Feb 11, 2026 |
| REAP Financial Group, LLC | History | Added to | 357 | 7 | 0.0% | 0.0% | 469 | +4 | 1.13% | Q4 2025 | Feb 10, 2026 |
| Smithfield Trust Co | History | No change | 312 | 7 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 304 | 7 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 357 | 7 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 365 | 7 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Triumph Capital Management | History | New | 292 | 6 | 0.0% | — | 473 | +292 | New | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 328 | 6 | 0.0% | 0.0% | 474 | +3 | 0.92% | Q4 2025 | Feb 24, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 296 | 6 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 300 | 6 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PFS Partners, LLC | History | No change | 323 | 6 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | New | 286 | 5 | 0.0% | — | 476 | +286 | New | Q4 2025 | Jan 26, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 277 | 5 | 0.0% | — | 480 | +277 | New | Q4 2025 | Feb 10, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 255 | 5 | 0.0% | 0.0% | 477 | +2 | 0.79% | Q4 2025 | Feb 11, 2026 |
| TSFG, LLC | History | No change | 228 | 5 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 250 | 5 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Arlington Trust Co LLC | History | No change | 242 | 5 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Reduced | 199 | 4 | 0.0% | 0.01% | 482 | -333 | -62.59% | Q4 2025 | Jan 08, 2026 |
| Spire Wealth Management | History | Added to | 193 | 4 | 0.0% | 0.0% | 486 | +124 | 179.71% | Q4 2025 | Jan 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 194 | 4 | 0.0% | 0.0% | 484 | +2 | 1.04% | Q4 2025 | Jan 27, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 213 | 4 | 0.01% | 0.01% | 488 | +2 | 0.95% | Q4 2025 | Feb 10, 2026 |
| Horrell Capital Management, Inc. | History | No change | 220 | 4 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pflug Koory, LLC | History | No change | 224 | 4 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 230 | 4 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 131 | 3 | 0.0% | — | 494 | +131 | New | Q4 2025 | Feb 12, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 148 | 3 | 0.0% | 0.0% | 492 | +18 | 13.85% | Q4 2025 | Feb 09, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 185 | 3 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 184 | 3 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Integrity Financial Corp /WA | History | No change | 182 | 3 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sachetta, LLC | History | No change | 156 | 3 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 122 | 2 | 0.0% | 0.0% | 497 | -2,278 | -94.92% | Q4 2025 | Feb 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 102 | 2 | 0.0% | 0.0% | 504 | -169 | -62.36% | Q4 2025 | Feb 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 137 | 2 | 0.0% | — | 503 | +137 | New | Q4 2025 | Feb 03, 2026 |
| Wilkerson Advisory Group LLC | History | New | 109 | 2 | 0.0% | — | 507 | +109 | New | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | New | 98 | 2 | 0.0% | — | 501 | +98 | New | Q4 2025 | Jan 27, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 100 | 2 | 0.0% | 0.0% | 498 | +45 | 81.82% | Q4 2025 | Jan 14, 2026 |
| Archer Investment Corp | History | Reduced | 114 | 2 | 0.0% | 0.0% | 502 | -21 | -15.56% | Q4 2025 | Jan 30, 2026 |
| Costello Asset Management, INC | History | Added to | 122 | 2 | 0.0% | 0.0% | 499 | +1 | 0.83% | Q4 2025 | Feb 03, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 120 | 2 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| IMA Advisory Services, Inc. | History | No change | 116 | 2 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sellwood Investment Partners LLC | History | No change | 142 | 2 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 121 | 2 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ORG Partners LLC | History | No change | 113 | 2 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 80 | 1 | 0.0% | 0.0% | 516 | -480 | -85.71% | Q4 2025 | Feb 12, 2026 |
| Harbor Asset Planning, Inc. | History | New | 87 | 1 | 0.0% | — | 518 | +87 | New | Q4 2025 | Jan 26, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 62 | 1 | 0.0% | — | 508 | +62 | New | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 85 | 1 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 63 | 1 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Team Financial Group, LLC | History | No change | 73 | 1 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ATMOS ADVISORY, LLC | History | No change | 78 | 1 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| City State Bank | History | No change | 85 | 1 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 61 | 1 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Vestwell Advisors, LLC | History | Closed out | 0 | 0 | — | 1.23% | — | -159,934 | -100.0% | Q3 2025 | Dec 05, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58,897 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.01% | — | -38,373 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Forza Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -35,633 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Tanglewood Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -28,507 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Gerber Kawasaki Wealth & Investment Management | History | Closed out | 0 | 0 | — | 0.02% | — | -22,396 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,156 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Advantage Trust Co | History | Closed out | 0 | 0 | — | 0.15% | — | -15,740 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,717 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Kelman-Lazarov, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -13,476 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ascension Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -11,244 | -100.0% | Q3 2025 | Nov 10, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -10,898 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -10,743 | -100.0% | Q3 2025 | Oct 07, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 1.06% | — | -10,621 | -100.0% | Q3 2025 | Dec 09, 2025 |
| Perissos Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -10,329 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,175 | -100.0% | Q3 2025 | Oct 14, 2025 |
| CURA WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,092 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bensler, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,051 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MB Generational Wealth, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -10,047 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SAX WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,788 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Dodds Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,544 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,983 | -100.0% | Q3 2025 | Oct 06, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -7,959 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,900 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,126 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,500 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,223 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,144 | -100.0% | Q3 2025 | Nov 17, 2025 |
| BIRCHBROOK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,053 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -918 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRUST CO OF VERMONT | History | Closed out | 0 | 0 | — | 0.0% | — | -748 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -588 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Westside Investment Management, Inc. | History | Reduced | 20 | 0 | — | 0.0% | — | -410 | -95.35% | Q4 2025 | Jan 23, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -380 | -100.0% | Q3 2025 | Nov 07, 2025 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -339 | -100.0% | Q3 2025 | Oct 31, 2025 |
| MARQUETTE ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -297 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -279 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q3 2025 | Nov 05, 2025 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -229 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Oct 31, 2025 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Midwest Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Nov 12, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | — | — | -44 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Legacy Wealth Managment, LLC/ID | History | New | 43 | 0 | — | — | — | +43 | New | Q4 2025 | Feb 03, 2026 |
| Quent Capital, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q4 2025 | Jan 29, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 24 | 0 | — | 0.0% | — | -30 | -55.56% | Q4 2025 | Jan 14, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q3 2025 | Nov 07, 2025 |
| NBT BANK N A /NY | History | New | 21 | 0 | — | — | — | +21 | New | Q4 2025 | Jan 23, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Clayton Financial Group LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 21, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 19, 2026 |
| Peachtree Investment Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Camelot Portfolios, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 29, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 6 | 0 | — | — | — | -12 | -66.67% | Q4 2025 | Jan 20, 2026 |
| Networth Advisors, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 22, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Feb 06, 2026 |
| Creative Capital Management Investments LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 23, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Game Plan Financial Advisors, LLC | History | Added to | 34 | 0 | — | — | — | +5 | 17.24% | Q4 2025 | Jan 14, 2026 |
| Crews Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Mar 05, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 14 | 0 | — | — | — | +1 | 7.69% | Q4 2025 | Jan 30, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 20, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Transamerica Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Financial Management Professionals, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Solstein Capital, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MTM Investment Management, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Graney & King, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |