SCHWAB STRATEGIC TRUST - SCHM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | Reduced | 57,971,734 | 1,743,210 | 3.3% | 3.33% | 1 | -837,408 | -1.42% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 30,436,442 | 915,223 | 0.66% | 0.67% | 2 | +908,423 | 3.08% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,932,629 | 328,744 | 0.21% | 0.21% | 3 | +459,489 | 4.39% | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 10,669,428 | 320,829 | 2.43% | 2.36% | 4 | +648,134 | 6.47% | Q4 2025 | Feb 12, 2026 |
| Advisory Alpha, LLC | History | Reduced | 8,355,080 | 251,238 | 6.84% | 7.45% | 5 | -587,229 | -6.57% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,950,893 | 209,013 | 0.23% | 0.36% | 6 | -3,831,682 | -35.54% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,748,603 | 180,506 | 0.24% | 0.26% | 7 | +15,350 | 0.27% | Q4 2025 | Jan 08, 2026 |
| Cerity Partners LLC | History | Added to | 5,437,844 | 163,515 | 0.24% | 0.26% | 8 | +1,495 | 0.03% | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Management, Inc | History | Added to | 4,319,152 | 129,876 | 7.48% | 7.34% | 9 | +114,417 | 2.72% | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,494,632 | 105,117 | 0.06% | 0.05% | 10 | +964,123 | 38.1% | Q4 2025 | Feb 17, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 3,148,832 | 94,685 | 2.66% | 2.73% | 11 | -88,303 | -2.73% | Q4 2025 | Feb 10, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 2,980,496 | 89,623 | 5.43% | 5.49% | 12 | +52,432 | 1.79% | Q4 2025 | Jan 07, 2026 |
| Mariner, LLC | History | Added to | 2,204,963 | 66,303 | 0.08% | 0.08% | 13 | +39,511 | 1.82% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 2,072,838 | 62,950 | 0.11% | 0.11% | 14 | +148,197 | 7.7% | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Added to | 1,919,240 | 57,711 | 0.02% | 0.01% | 15 | +284,581 | 17.41% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,819,234 | 54,704 | 0.02% | 0.02% | 16 | -49,342 | -2.64% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Reduced | 1,812,779 | 54,510 | 0.0% | 0.0% | 17 | -788,284 | -30.31% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 1,741,785 | 52,375 | 0.42% | 0.52% | 18 | -7,897 | -0.45% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,644,012 | 49,435 | 0.6% | 0.73% | 19 | -324,087 | -16.47% | Q4 2025 | Jan 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 1,623,745 | 48,826 | 1.54% | 1.35% | 20 | +227,263 | 16.27% | Q4 2025 | Jan 30, 2026 |
| 93 Financial Group, LLC | History | New | 1,616,678 | 48,613 | 21.17% | — | 21 | +1,616,678 | New | Q4 2025 | Feb 20, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 1,568,534 | 47,165 | 3.88% | 4.38% | 22 | -154,561 | -8.97% | Q4 2025 | Jan 27, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 1,559,425 | 46,891 | 1.96% | 1.89% | 23 | +86,487 | 5.87% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,462,304 | 43,970 | 0.01% | 0.01% | 24 | -11,712 | -0.79% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,412,072 | 42,461 | 0.08% | 0.08% | 25 | +53,508 | 3.94% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 1,375,638 | 41,365 | 0.29% | 0.36% | 26 | -48,339 | -3.39% | Q4 2025 | Feb 18, 2026 |
| Summit Asset Management, LLC | History | Added to | 1,260,594 | 37,906 | 5.36% | 5.65% | 27 | +20,765 | 1.67% | Q4 2025 | Feb 09, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 1,232,416 | 37,058 | 1.55% | 1.58% | 28 | -6,179 | -0.5% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Added to | 1,173,633 | 35,291 | 0.04% | 0.04% | 29 | +122,646 | 11.67% | Q4 2025 | Feb 17, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 1,138,481 | 34,235 | 8.59% | 8.5% | 30 | +42,412 | 3.87% | Q4 2025 | Feb 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,061,312 | 31,913 | 0.05% | 0.06% | 31 | -92,432 | -8.01% | Q4 2025 | Feb 18, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 951,922 | 30,528 | 0.75% | 0.67% | 32 | +93,144 | 10.85% | Q4 2025 | Jan 28, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 974,044 | 29,289 | 1.94% | 1.94% | 33 | +12,282 | 1.28% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Reduced | 951,937 | 28,624 | 0.0% | 0.0% | 34 | -2,318 | -0.24% | Q4 2025 | Jan 29, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 939,794 | 28,259 | 2.18% | 2.37% | 35 | -53,531 | -5.39% | Q4 2025 | Jan 23, 2026 |
| High Note Wealth, LLC | History | Added to | 898,247 | 27,010 | 5.29% | 5.2% | 36 | +24,013 | 2.75% | Q4 2025 | Feb 05, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 890,432 | 26,776 | 6.06% | 6.27% | 37 | +40,381 | 4.75% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 881,839 | 26,516 | 0.0% | 0.0% | 38 | +1,463 | 0.17% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 868,492 | 26,123 | 0.04% | 0.03% | 39 | +134,822 | 18.38% | Q4 2025 | Mar 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 859,496 | 25,845 | 0.07% | 0.07% | 40 | +23,192 | 2.77% | Q4 2025 | Feb 05, 2026 |
| Curi Capital, LLC | History | Reduced | 859,208 | 25,836 | 0.45% | 0.47% | 41 | -11,799 | -1.35% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 845,556 | 25,424 | 0.03% | 0.03% | 42 | +203,372 | 31.67% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 778,263 | 23,402 | 0.53% | 0.6% | 43 | -4,550 | -0.58% | Q4 2025 | Feb 06, 2026 |
| RKL Wealth Management LLC | History | Reduced | 761,000 | 22,883 | 1.88% | 1.92% | 44 | -764 | -0.1% | Q4 2025 | Feb 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 743,412 | 22,354 | 1.44% | 1.42% | 45 | +32,563 | 4.58% | Q4 2025 | Feb 03, 2026 |
| Financial Planning Navigators CORP | History | New | 740,491 | 22,266 | 10.22% | — | 46 | +740,491 | New | Q4 2025 | Jan 16, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 733,648 | 22,060 | 0.0% | 0.0% | 47 | +409,532 | 126.35% | Q4 2025 | Feb 13, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 732,134 | 22,015 | 6.7% | 6.74% | 48 | +35,967 | 5.17% | Q4 2025 | Jan 26, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 728,909 | 21,918 | 0.25% | 0.26% | 49 | -22,035 | -2.93% | Q4 2025 | Jan 21, 2026 |
| Compass Advisory Group LLC | History | Added to | 711,007 | 21,379 | 5.78% | 5.89% | 50 | +3,070 | 0.43% | Q4 2025 | Jan 21, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 709,056 | 21,321 | 0.21% | 0.23% | 51 | -34,906 | -4.69% | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 695,876 | 20,925 | 0.17% | 0.15% | 52 | +73,005 | 11.72% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 690,866 | 20,774 | 0.01% | 0.01% | 53 | -669,197 | -49.2% | Q4 2025 | Feb 10, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 682,215 | 20,514 | 0.9% | 0.84% | 54 | +12,856 | 1.92% | Q4 2025 | Feb 17, 2026 |
| Noble Family Wealth, LLC | History | Added to | 680,442 | 20,460 | 4.31% | 4.4% | 55 | +7,521 | 1.12% | Q4 2025 | Jan 07, 2026 |
| Lutz Financial Services LLC | History | Reduced | 670,307 | 20,156 | 1.37% | 1.45% | 56 | -4,674 | -0.69% | Q4 2025 | Feb 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 666,013 | 20,027 | 0.64% | 0.8% | 57 | -266,516 | -28.58% | Q4 2025 | Jan 09, 2026 |
| Essex LLC | History | Added to | 656,720 | 19,747 | 3.5% | 3.42% | 58 | +19,109 | 3.0% | Q4 2025 | Jan 20, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 651,235 | 19,582 | 0.34% | 0.43% | 59 | +19,970 | 3.16% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 635,798 | 19,119 | 0.03% | 0.02% | 60 | +48,577 | 8.27% | Q4 2025 | Feb 17, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 634,996 | 19,094 | 0.54% | 0.54% | 61 | +443 | 0.07% | Q4 2025 | Jan 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 628,481 | 18,898 | 1.2% | 1.17% | 62 | -2,545 | -0.4% | Q4 2025 | Feb 05, 2026 |
| Bangor Savings Bank | History | Added to | 626,905 | 18,851 | 1.52% | 1.53% | 63 | +7,153 | 1.15% | Q4 2025 | Jan 16, 2026 |
| Denver PWM, LLC | History | No change | 651,013 | 18,260 | 6.1% | 5.69% | 64 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 604,350 | 18,172 | 1.17% | 1.14% | 65 | +36,811 | 6.49% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 602,017 | 18,102 | 0.0% | 0.0% | 66 | +39,250 | 6.97% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 557,439 | 16,761 | 0.19% | 0.18% | 67 | +23,251 | 4.35% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | Added to | 547,132 | 16,452 | 0.09% | 0.1% | 68 | +8,860 | 1.65% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 538,826 | 16,202 | 0.17% | 0.17% | 69 | +158,469 | 41.66% | Q4 2025 | Jan 23, 2026 |
| Asset Management Group, Inc. | History | Reduced | 525,766 | 15,809 | 2.56% | 2.64% | 70 | -19,737 | -3.62% | Q4 2025 | Feb 17, 2026 |
| Sherwood Financial Partners, LLC | History | Added to | 517,868 | 15,572 | 13.42% | 13.37% | 71 | +837 | 0.16% | Q4 2025 | Feb 18, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 516,831 | 15,541 | 3.28% | 3.47% | 72 | -137 | -0.03% | Q4 2025 | Jan 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 513,919 | 15,453 | 0.0% | 0.0% | 73 | +19,094 | 3.86% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 513,131 | 15,429 | 0.0% | 0.0% | 74 | +1,117 | 0.22% | Q4 2025 | Mar 25, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 498,477 | 14,989 | 6.82% | 7.1% | 75 | -3,361 | -0.67% | Q4 2025 | Jan 12, 2026 |
| Curbstone Financial Management Corp | History | Added to | 497,949 | 14,973 | 2.86% | 2.77% | 76 | +11,330 | 2.33% | Q4 2025 | Jan 23, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 487,054 | 14,645 | 1.72% | 1.71% | 77 | -11,386 | -2.28% | Q4 2025 | Jan 22, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 484,455 | 14,567 | 3.34% | 3.25% | 78 | +7,047 | 1.48% | Q4 2025 | Jan 26, 2026 |
| Savant Capital, LLC | History | Reduced | 479,513 | 14,418 | 0.08% | 0.09% | 79 | -9,828 | -2.01% | Q4 2025 | Feb 10, 2026 |
| Harbor Group, Inc. | History | Added to | 478,872 | 14,399 | 2.15% | 2.26% | 80 | +93 | 0.02% | Q4 2025 | Jan 12, 2026 |
| Womack Financial LLC | History | Added to | 477,566 | 14,360 | 10.6% | 10.48% | 81 | +11,558 | 2.48% | Q4 2025 | Feb 10, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 474,903 | 14,280 | 0.55% | 0.54% | 82 | -23,900 | -4.79% | Q4 2025 | Feb 02, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 460,324 | 13,841 | 1.33% | 1.34% | 83 | +13,055 | 2.92% | Q4 2025 | Feb 11, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 458,977 | 13,801 | 4.16% | 4.11% | 84 | -4,168 | -0.9% | Q4 2025 | Jan 26, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 456,692 | 13,732 | 1.14% | 1.14% | 85 | +6,560 | 1.46% | Q4 2025 | Feb 09, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 451,608 | 13,579 | 2.46% | 2.53% | 86 | -2,519 | -0.55% | Q4 2025 | Jan 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 449,739 | 13,523 | 1.36% | 1.28% | 87 | +35,030 | 8.45% | Q4 2025 | Jan 27, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 448,477 | 13,485 | 1.52% | 1.55% | 88 | +7,297 | 1.65% | Q4 2025 | Feb 12, 2026 |
| Fortis Capital Management LLC | History | Added to | 437,262 | 13,148 | 1.74% | 1.64% | 89 | +42,921 | 10.88% | Q4 2025 | Feb 13, 2026 |
| Cannon Capital Management, Inc. | History | New | 435,855 | 13,106 | 11.53% | — | 90 | +435,855 | New | Q4 2025 | Jan 30, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 433,221 | 13,026 | 0.85% | 0.83% | 91 | +21,105 | 5.12% | Q4 2025 | Jan 23, 2026 |
| White & Co Financial Planning Inc | History | Reduced | 432,356 | 13,000 | 9.72% | 9.65% | 92 | -214 | -0.05% | Q4 2025 | Jan 20, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 426,954 | 12,838 | 0.45% | 0.46% | 93 | -8,477 | -1.95% | Q4 2025 | Jan 12, 2026 |
| BlackRock, Inc. | History | Added to | 425,391 | 12,791 | 0.0% | 0.0% | 94 | +213,544 | 100.8% | Q4 2025 | Feb 12, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 412,211 | 12,395 | 1.96% | 1.97% | 95 | +14,255 | 3.58% | Q4 2025 | Jan 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 406,508 | 12,223 | 0.02% | 0.02% | 96 | +17,448 | 4.48% | Q4 2025 | Mar 16, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 372,482 | 12,124 | 11.83% | — | 97 | +372,482 | New | Q4 2025 | Feb 17, 2026 |
| St. Johns Investment Management Company, LLC | History | Reduced | 398,643 | 11,987 | 5.0% | 5.08% | 98 | -4,878 | -1.21% | Q4 2025 | Jan 29, 2026 |
| Peak Financial Management, Inc. | History | Added to | 392,250 | 11,794 | 3.04% | 3.04% | 99 | +4,536 | 1.17% | Q4 2025 | Jan 23, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 380,554 | 11,443 | 3.2% | 3.17% | 100 | -239 | -0.06% | Q4 2025 | Feb 11, 2026 |
| Alliance Wealth Management Group | History | Reduced | 380,277 | 11,434 | 2.51% | 2.55% | 101 | -5,975 | -1.55% | Q4 2025 | Jan 21, 2026 |
| Towercrest Capital Management | History | Reduced | 380,277 | 11,434 | 1.8% | 1.84% | 102 | -5,975 | -1.55% | Q4 2025 | Jan 21, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 350,270 | 11,432 | 0.26% | 0.27% | 103 | -16,832 | -4.59% | Q4 2025 | Feb 09, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 359,910 | 11,416 | 2.56% | 2.66% | 104 | +10,599 | 3.03% | Q4 2025 | Feb 04, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Added to | 379,292 | 11,405 | 6.38% | 6.62% | 105 | +2,271 | 0.6% | Q4 2025 | Mar 05, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 375,879 | 11,302 | 0.06% | 0.06% | 106 | -6,646 | -1.74% | Q4 2025 | Jan 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 356,203 | 11,184 | 0.23% | 0.23% | 107 | +81 | 0.02% | Q4 2025 | Jan 26, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 367,646 | 11,055 | 0.9% | 1.13% | 108 | -70,660 | -16.12% | Q4 2025 | Jan 23, 2026 |
| Missouri Trust & Investment Co | History | Added to | 367,312 | 11,045 | 3.24% | 2.88% | 109 | +38,497 | 11.71% | Q4 2025 | Feb 13, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 366,066 | 11,007 | 1.52% | 1.75% | 110 | -14,973 | -3.93% | Q4 2025 | Jan 23, 2026 |
| Omega Financial Group, LLC | History | Reduced | 365,003 | 10,975 | 3.61% | 3.62% | 111 | -3,519 | -0.95% | Q4 2025 | Jan 28, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 363,057 | 10,917 | 0.44% | 0.44% | 112 | +500 | 0.14% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 361,883 | 10,881 | 0.03% | 0.03% | 113 | -25,358 | -6.55% | Q4 2025 | Feb 13, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 358,722 | 10,786 | 1.0% | 1.01% | 114 | -395 | -0.11% | Q4 2025 | Jan 28, 2026 |
| ProVise Management Group, LLC | History | Reduced | 356,503 | 10,720 | 0.76% | 0.81% | 115 | -14,918 | -4.02% | Q4 2025 | Jan 29, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 353,581 | 10,632 | 4.54% | 4.5% | 116 | +161 | 0.05% | Q4 2025 | Jan 22, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 351,877 | 10,580 | 1.46% | 1.36% | 117 | +7,644 | 2.22% | Q4 2025 | Jan 20, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 346,673 | 10,424 | 1.83% | 2.04% | 119 | -11,250 | -3.14% | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | Added to | 346,685 | 10,424 | 0.35% | 0.35% | 118 | +7,828 | 2.31% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 346,531 | 10,420 | 0.13% | 0.14% | 120 | -7,152 | -2.02% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 346,201 | 10,410 | 0.01% | 0.01% | 121 | +21,246 | 6.54% | Q4 2025 | Feb 17, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 342,595 | 10,301 | 3.66% | 3.59% | 122 | +5,727 | 1.7% | Q4 2025 | Jan 23, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 340,882 | 10,250 | 4.37% | 4.59% | 123 | -2,104 | -0.61% | Q4 2025 | Jan 26, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 338,592 | 10,181 | 0.42% | 0.45% | 124 | -18,544 | -5.19% | Q4 2025 | Feb 09, 2026 |
| Avior Wealth Management, LLC | History | Added to | 337,242 | 10,140 | 0.32% | 0.32% | 125 | +1,723 | 0.51% | Q4 2025 | Jan 06, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 336,984 | 10,133 | 2.45% | 2.5% | 126 | -2,882 | -0.85% | Q4 2025 | Feb 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 336,457 | 10,117 | 0.57% | 0.62% | 127 | -1,165 | -0.35% | Q4 2025 | Feb 04, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 330,011 | 9,923 | 0.73% | 0.15% | 128 | +274,764 | 497.34% | Q4 2025 | Jan 28, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 327,279 | 9,841 | 3.5% | 3.77% | 129 | -30,284 | -8.47% | Q4 2025 | Jan 14, 2026 |
| Lee Financial Co | History | Reduced | 323,124 | 9,716 | 1.31% | 1.22% | 130 | -5,088 | -1.55% | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 321,084 | 9,654 | 0.04% | — | 131 | +321,084 | New | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 318,866 | 9,588 | 0.01% | 0.01% | 132 | +118 | 0.04% | Q4 2025 | Feb 02, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 315,981 | 9,501 | 2.45% | 2.55% | 133 | -5,535 | -1.72% | Q4 2025 | Feb 06, 2026 |
| HB Wealth Management, LLC | History | Reduced | 315,361 | 9,482 | 0.06% | 0.07% | 134 | -10,842 | -3.32% | Q4 2025 | Jan 28, 2026 |
| Visionary Wealth Advisors | History | Added to | 310,806 | 9,345 | 0.42% | 0.41% | 135 | +16,059 | 5.45% | Q4 2025 | Feb 13, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 307,350 | 9,242 | 3.75% | 3.77% | 136 | +2,635 | 0.86% | Q4 2025 | Jan 15, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 305,958 | 9,200 | 4.08% | 3.09% | 137 | +66,876 | 27.97% | Q4 2025 | Jan 20, 2026 |
| Monetary Solutions, Ltd | History | New | 304,332 | 9,151 | 9.01% | — | 138 | +304,332 | New | Q4 2025 | Feb 23, 2026 |
| Lido Advisors, LLC | History | Reduced | 304,739 | 9,077 | 0.03% | 0.03% | 139 | -14,908 | -4.66% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 301,859 | 9,076 | 0.04% | 0.03% | 140 | +114,890 | 61.45% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | Reduced | 282,496 | 8,870 | 0.1% | 0.1% | 141 | -99 | -0.04% | Q4 2025 | Jan 26, 2026 |
| Trust Point Inc. | History | Added to | 293,483 | 8,825 | 0.7% | 0.69% | 142 | +5,760 | 2.0% | Q4 2025 | Jan 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 293,000 | 8,810 | 0.01% | — | 143 | +293,000 | New | Q4 2025 | Feb 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 290,220 | 8,726 | 0.55% | 0.59% | 144 | -13,450 | -4.43% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 290,109 | 8,723 | 0.01% | 0.01% | 145 | -73,893 | -20.3% | Q4 2025 | Feb 12, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 288,759 | 8,682 | 2.52% | 2.47% | 146 | +4,039 | 1.42% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 285,807 | 8,594 | 0.57% | 0.54% | 147 | +23,284 | 8.87% | Q4 2025 | Feb 20, 2026 |
| Baird Financial Group, Inc. | History | Added to | 282,573 | 8,496 | 0.01% | 0.01% | 148 | +34,954 | 14.12% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 279,157 | 8,394 | 0.39% | 0.41% | 149 | -3,130 | -1.11% | Q4 2025 | Feb 13, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 270,151 | 8,123 | 0.61% | 0.58% | 150 | -36,919 | -12.02% | Q4 2025 | Feb 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 269,680 | 8,109 | 0.92% | 0.95% | 151 | -2,161 | -0.79% | Q4 2025 | Jan 14, 2026 |
| Family Legacy Financial Solutions, LLC | History | Added to | 269,093 | 8,092 | 6.24% | 5.1% | 152 | +44,194 | 19.65% | Q4 2025 | Jan 20, 2026 |
| American Money Management, LLC | History | Added to | 269,013 | 8,089 | 1.27% | 1.26% | 153 | +13,418 | 5.25% | Q4 2025 | Feb 10, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 266,934 | 8,026 | 0.85% | 0.92% | 154 | -9,963 | -3.6% | Q4 2025 | Feb 03, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Added to | 264,437 | 7,951 | 4.62% | 4.38% | 155 | +8,628 | 3.37% | Q4 2025 | Jan 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 258,753 | 7,780 | 2.36% | 1.99% | 156 | +38,807 | 17.64% | Q4 2025 | Feb 10, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 258,571 | 7,775 | 3.4% | 3.96% | 157 | -37,884 | -12.78% | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 254,906 | 7,665 | 0.19% | 0.2% | 158 | -1,982 | -0.77% | Q4 2025 | Feb 09, 2026 |
| James J. Burns & Company, LLC | History | Added to | 244,371 | 7,348 | 1.01% | 1.07% | 159 | +1,271 | 0.52% | Q4 2025 | Jan 23, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 242,388 | 7,288 | 1.0% | 1.08% | 160 | -23,125 | -8.71% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 241,917 | 7,274 | 0.08% | 0.07% | 161 | +36,546 | 17.8% | Q4 2025 | Jan 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 241,069 | 7,248 | 0.26% | 0.27% | 162 | +2,544 | 1.07% | Q4 2025 | Feb 04, 2026 |
| White Pine Investment CO | History | Added to | 237,297 | 7,136 | 1.68% | 1.6% | 163 | +10,410 | 4.59% | Q4 2025 | Jan 28, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 235,057 | 7,068 | 0.03% | 0.03% | 164 | -1,432 | -0.61% | Q4 2025 | Feb 17, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 234,307 | 7,045 | 0.94% | 1.04% | 165 | -178 | -0.08% | Q4 2025 | Jan 09, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 232,998 | 7,006 | 0.41% | 0.44% | 166 | -11,034 | -4.52% | Q4 2025 | Feb 13, 2026 |
| Downshift Financial, LLC | History | New | 218,150 | 6,907 | 4.26% | — | 167 | +218,150 | New | Q4 2025 | Mar 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 228,459 | 6,869 | 0.87% | — | 168 | +228,459 | New | Q4 2025 | Jan 27, 2026 |
| Broadleaf Partners, LLC | History | Added to | 227,321 | 6,835 | 1.44% | 1.39% | 169 | +2,244 | 1.0% | Q4 2025 | Feb 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 224,103 | 6,738 | 0.5% | 0.45% | 170 | +1,087 | 0.49% | Q4 2025 | Jan 23, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 216,528 | 6,511 | 0.63% | 0.66% | 171 | -2,994 | -1.36% | Q4 2025 | Feb 06, 2026 |
| McCarthy Asset Management, Inc. | History | Added to | 214,138 | 6,439 | 3.36% | 3.1% | 172 | +51,226 | 31.44% | Q4 2025 | Feb 03, 2026 |
| Merit Financial Group, LLC | History | Reduced | 210,346 | 6,325 | 0.05% | 0.06% | 173 | -668 | -0.32% | Q4 2025 | Jan 26, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 209,566 | 6,301 | 0.56% | 0.65% | 174 | -5,313 | -2.47% | Q4 2025 | Jan 30, 2026 |
| Anchor Investment Management, LLC | History | Added to | 207,667 | 6,244 | 0.51% | 0.5% | 175 | +2,793 | 1.36% | Q4 2025 | Feb 26, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 206,893 | 6,221 | 1.9% | 1.94% | 176 | +4,404 | 2.17% | Q4 2025 | Feb 12, 2026 |
| Destination Wealth Management | History | Added to | 204,672 | 6,154 | 0.16% | 0.08% | 177 | +112,526 | 122.12% | Q4 2025 | Feb 13, 2026 |
| Victrix Investment Advisors | History | New | 202,819 | 6,098 | 2.36% | — | 178 | +202,819 | New | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 199,849 | 6,009 | 2.0% | 2.01% | 179 | -526 | -0.26% | Q4 2025 | Jan 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 196,793 | 5,978 | 0.4% | 0.45% | 180 | -4,797 | -2.38% | Q4 2025 | Jan 15, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 195,502 | 5,878 | 4.08% | 4.3% | 181 | +3,072 | 1.6% | Q4 2025 | Jan 23, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 195,396 | 5,875 | 1.81% | — | 183 | +195,372 | 814050.0% | Q4 2025 | Feb 17, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 195,396 | 5,875 | 1.1% | 1.29% | 182 | -22,452 | -10.31% | Q4 2025 | Feb 12, 2026 |
| Newton One Investments LLC | History | Added to | 193,068 | 5,805 | 1.71% | 1.69% | 184 | +948 | 0.49% | Q4 2025 | Jan 23, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 190,087 | 5,715 | 1.04% | 0.09% | 185 | -1,283 | -0.67% | Q4 2025 | Mar 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 186,644 | 5,612 | 0.1% | 0.08% | 186 | +57,487 | 44.51% | Q4 2025 | Feb 17, 2026 |
| OneAscent Financial Services LLC | History | New | 186,471 | 5,607 | 0.52% | — | 187 | +186,471 | New | Q4 2025 | Feb 11, 2026 |
| Gleason Group, Inc. | History | Added to | 186,219 | 5,599 | 0.55% | 0.52% | 188 | +10,686 | 6.09% | Q4 2025 | Jan 15, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 183,854 | 5,528 | 0.17% | 0.17% | 189 | -285 | -0.15% | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 182,913 | 5,500 | 0.29% | 0.29% | 190 | +9,030 | 5.19% | Q4 2025 | Jan 20, 2026 |
| Powers Advisory Group, LLC | History | Added to | 177,607 | 5,340 | 2.01% | 2.06% | 191 | +2,914 | 1.67% | Q4 2025 | Jan 22, 2026 |
| Creekside Partners | History | Added to | 175,588 | 5,279 | 2.23% | 1.91% | 192 | +29,231 | 19.97% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 174,415 | 5,245 | 0.01% | 0.02% | 193 | -4,098 | -2.3% | Q4 2025 | Jan 26, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 173,184 | 5,207 | 2.09% | 1.94% | 194 | +4,124 | 2.44% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 171,454 | 5,155 | 0.04% | 0.05% | 195 | -178,220 | -50.97% | Q4 2025 | Feb 13, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 166,731 | 5,013 | 0.89% | 0.98% | 196 | -1,280 | -0.76% | Q4 2025 | Mar 05, 2026 |
| MONEYWISE, INC. | History | Added to | 164,202 | 4,937 | 2.05% | 2.12% | 197 | +6,168 | 3.9% | Q4 2025 | Feb 05, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Added to | 159,319 | 4,790 | 2.41% | 2.46% | 198 | +117 | 0.07% | Q4 2025 | Jan 14, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 159,054 | 4,782 | 2.38% | 2.5% | 199 | -3,787 | -2.33% | Q4 2025 | Feb 04, 2026 |
| TMB Capital Partners, LLC | History | New | 157,852 | 4,746 | 1.62% | — | 200 | +157,852 | New | Q4 2025 | Feb 19, 2026 |
| ROYAL BANK OF CANADA | History | New | 156,917 | 4,719 | 0.0% | — | 201 | +156,917 | New | Q4 2025 | Feb 17, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 153,029 | 4,601 | 0.96% | 0.96% | 202 | +3,214 | 2.15% | Q4 2025 | Jan 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 144,595 | 4,593 | 0.21% | 0.25% | 203 | -914 | -0.63% | Q4 2025 | Feb 03, 2026 |
| Selby Wealth Management, LLC | History | New | 152,087 | 4,573 | 1.84% | — | 204 | +152,087 | New | Q4 2025 | Feb 13, 2026 |
| Steele Capital Management, Inc. | History | Added to | 151,201 | 4,546 | 0.2% | 0.19% | 205 | +3,322 | 2.25% | Q4 2025 | Jan 27, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 151,063 | 4,542 | 1.83% | 1.89% | 206 | -2,604 | -1.69% | Q4 2025 | Jan 14, 2026 |
| May Hill Capital, LLC | History | Added to | 149,692 | 4,501 | 0.59% | 0.71% | 207 | +68,302 | 83.92% | Q4 2025 | Feb 05, 2026 |
| Family Investment Center, Inc. | History | Reduced | 148,998 | 4,480 | 0.9% | 0.93% | 208 | -2,479 | -1.64% | Q4 2025 | Jan 23, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Reduced | 147,991 | 4,450 | 0.81% | 0.81% | 209 | -413 | -0.28% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 147,312 | 4,429 | 0.02% | 0.02% | 210 | -744 | -0.5% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 146,862 | 4,416 | 0.01% | 0.01% | 211 | +21,102 | 16.78% | Q4 2025 | Feb 10, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 145,828 | 4,385 | 0.04% | 0.05% | 212 | -49,933 | -25.51% | Q4 2025 | Feb 05, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 145,766 | 4,383 | 0.81% | 0.77% | 213 | -608 | -0.42% | Q4 2025 | Feb 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 145,529 | 4,376 | 0.21% | 0.16% | 214 | +55,792 | 62.17% | Q4 2025 | Jan 28, 2026 |
| Columbus Macro, LLC | History | Added to | 142,990 | 4,299 | 0.47% | 0.48% | 215 | +981 | 0.69% | Q4 2025 | Jan 15, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 142,340 | 4,280 | 0.71% | 0.7% | 216 | +499 | 0.35% | Q4 2025 | Jan 22, 2026 |
| Code Waechter LLC | History | Reduced | 142,078 | 4,272 | 2.74% | 2.82% | 217 | -3,303 | -2.27% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 141,335 | 4,249 | 0.0% | 0.0% | 218 | +12,586 | 9.78% | Q4 2025 | Feb 17, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 140,495 | 4,224 | 2.7% | 2.75% | 219 | -1,442 | -1.02% | Q4 2025 | Mar 04, 2026 |
| Capital Planning LLC | History | Added to | 137,352 | 4,186 | 1.17% | 1.04% | 220 | +17,238 | 14.35% | Q4 2025 | Jan 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 137,716 | 4,141 | 0.08% | 0.09% | 221 | -6,341 | -4.4% | Q4 2025 | Feb 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 137,619 | 4,138 | 0.61% | 0.63% | 222 | -2,013 | -1.44% | Q4 2025 | Feb 09, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 136,963 | 4,118 | 1.26% | 1.3% | 223 | -420 | -0.31% | Q4 2025 | Feb 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 136,155 | 4,094 | 0.46% | — | 224 | +136,155 | New | Q4 2025 | Feb 13, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 136,164 | 4,094 | 1.17% | 1.2% | 225 | -2,154 | -1.56% | Q4 2025 | Jan 27, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 136,887 | 4,075 | 1.49% | 1.7% | 226 | +7 | 0.01% | Q4 2025 | Jan 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 133,679 | 4,019 | 0.07% | 0.08% | 227 | -293 | -0.22% | Q4 2025 | Jan 16, 2026 |
| Richardson Capital Management LLC | History | Added to | 133,182 | 4,004 | 2.01% | 1.87% | 228 | +86 | 0.06% | Q4 2025 | Jan 30, 2026 |
| IHT Wealth Management, LLC | History | Added to | 133,047 | 4,000 | 0.1% | 0.09% | 229 | +16,205 | 13.87% | Q4 2025 | Feb 17, 2026 |
| Schaeffer Financial LLC | History | Reduced | 130,767 | 3,932 | 3.43% | 7.07% | 230 | -132,217 | -50.28% | Q4 2025 | Jan 30, 2026 |
| Roundview Capital LLC | History | Added to | 130,680 | 3,929 | 0.24% | 0.24% | 231 | +4,176 | 3.3% | Q4 2025 | Feb 09, 2026 |
| Vivaldi Capital Management LP | History | Added to | 130,378 | 3,920 | 0.53% | 0.54% | 232 | +2,558 | 2.0% | Q4 2025 | Feb 13, 2026 |
| St. Louis Trust Co | History | Reduced | 129,829 | 3,903 | 0.45% | 0.5% | 233 | -5,000 | -3.71% | Q4 2025 | Feb 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 129,440 | 3,892 | 0.05% | 0.05% | 234 | +488 | 0.38% | Q4 2025 | Jan 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 127,705 | 3,840 | 0.0% | 0.0% | 235 | -1,895 | -1.46% | Q4 2025 | Feb 13, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 125,611 | 3,777 | 1.25% | 1.3% | 236 | +1,936 | 1.57% | Q4 2025 | Jan 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 125,600 | 3,776 | 0.0% | — | 237 | +125,600 | New | Q4 2025 | Feb 13, 2026 |
| Apollon Financial, LLC | History | Reduced | 125,303 | 3,767 | 0.55% | 0.63% | 238 | -3,085 | -2.4% | Q4 2025 | Jan 22, 2026 |
| Providence First Trust Co | History | Added to | 124,769 | 3,751 | 1.3% | 0.78% | 239 | +49,033 | 64.74% | Q4 2025 | Feb 03, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 123,908 | 3,725 | 1.11% | 1.19% | 240 | -4,191 | -3.27% | Q4 2025 | Feb 10, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 122,602 | 3,686 | 0.75% | 0.79% | 241 | -4,364 | -3.44% | Q4 2025 | Feb 11, 2026 |
| Nicollet Investment Management, Inc. | History | Reduced | 122,252 | 3,676 | 1.16% | 1.19% | 242 | -840 | -0.68% | Q4 2025 | Feb 11, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 121,374 | 3,649 | 0.18% | 0.19% | 243 | -5,305 | -4.19% | Q4 2025 | Feb 11, 2026 |
| United Advisor Group, LLC | History | Added to | 120,161 | 3,613 | 0.45% | 0.42% | 244 | +14,185 | 13.39% | Q4 2025 | Jan 26, 2026 |
| May Barnhard Investments LLC | History | Reduced | 119,132 | 3,582 | 1.69% | 1.67% | 245 | -2,434 | -2.0% | Q4 2025 | Jan 28, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 118,156 | 3,552 | 0.06% | 0.06% | 246 | -171 | -0.14% | Q4 2025 | Jan 22, 2026 |
| Dakota Wealth Management | History | Added to | 116,830 | 3,513 | 0.06% | 0.03% | 247 | +66,702 | 133.06% | Q4 2025 | Jan 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 115,967 | 3,487 | 0.06% | 0.06% | 248 | +425 | 0.37% | Q4 2025 | Feb 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 115,535 | 3,474 | 0.04% | 0.05% | 249 | +978 | 0.85% | Q4 2025 | Feb 05, 2026 |
| Envision Financial LLC | History | Reduced | 114,934 | 3,456 | 1.83% | 2.16% | 250 | -12,052 | -9.49% | Q4 2025 | Jan 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 114,454 | 3,441 | 0.02% | 0.02% | 251 | +5,924 | 5.46% | Q4 2025 | Feb 03, 2026 |
| Livet Wealth, LLC | History | New | 113,370 | 3,409 | 2.1% | — | 252 | +113,370 | New | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Added to | 113,146 | 3,402 | 0.05% | 0.04% | 253 | +19,822 | 21.24% | Q4 2025 | Feb 02, 2026 |
| BCS Wealth Management | History | Added to | 112,890 | 3,394 | 0.34% | 0.37% | 254 | +57,206 | 102.73% | Q4 2025 | Jan 26, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 110,963 | 3,336 | 2.41% | 2.46% | 255 | -696 | -0.62% | Q4 2025 | Feb 10, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 110,691 | 3,328 | 0.04% | 0.04% | 256 | -1,125 | -1.01% | Q4 2025 | Jan 26, 2026 |
| Prentice Wealth Management LLC | History | Added to | 108,977 | 3,276 | 0.75% | 0.78% | 257 | +1,855 | 1.73% | Q4 2025 | Jan 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 108,605 | 3,265 | 0.02% | 0.02% | 258 | +9,551 | 9.64% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 108,571 | 3,264 | 0.0% | 0.0% | 259 | +3,111 | 2.95% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 108,296 | 3,256 | 0.22% | 0.24% | 260 | +1,221 | 1.14% | Q4 2025 | Feb 02, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 107,891 | 3,244 | 2.13% | 2.13% | 261 | -4,355 | -3.88% | Q4 2025 | Jan 22, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 107,357 | 3,228 | 0.3% | 0.38% | 262 | -19,294 | -15.23% | Q4 2025 | Jan 07, 2026 |
| HC Advisors, LLC | History | Reduced | 107,145 | 3,221 | 2.23% | 2.26% | 263 | -1,252 | -1.16% | Q4 2025 | Feb 11, 2026 |
| McAdam, LLC | History | Added to | 106,755 | 3,210 | 0.15% | 0.15% | 264 | +3,736 | 3.63% | Q4 2025 | Feb 13, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 106,531 | 3,203 | 0.38% | 0.38% | 265 | -1,375 | -1.27% | Q4 2025 | Jan 20, 2026 |
| Element Wealth, LLC | History | Reduced | 106,224 | 3,194 | 1.32% | 1.38% | 266 | -1,063 | -0.99% | Q4 2025 | Feb 13, 2026 |
| Meramec Financial Planners, LLC | History | New | 97,358 | 3,177 | 1.24% | — | 267 | +97,358 | New | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | Reduced | 104,700 | 3,148 | 0.01% | 0.01% | 268 | -35,991 | -25.58% | Q4 2025 | Feb 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 103,209 | 3,103 | 0.27% | 0.27% | 269 | +389 | 0.38% | Q4 2025 | Feb 12, 2026 |
| Wealth Group Ltd | History | Reduced | 102,850 | 3,094 | 0.69% | 0.73% | 270 | -2,884 | -2.73% | Q4 2025 | Jan 12, 2026 |
| WealthShield Partners, LLC | History | Reduced | 102,252 | 3,082 | 0.34% | 0.35% | 271 | -927 | -0.9% | Q4 2025 | Feb 03, 2026 |
| Blankinship & Foster, LLC | History | Added to | 101,885 | 3,063 | 0.66% | 0.66% | 272 | +162 | 0.16% | Q4 2025 | Jan 23, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 94,295 | 3,044 | 2.28% | 1.99% | 273 | +9,354 | 11.01% | Q4 2025 | Feb 13, 2026 |
| Orcam Financial Group | History | Added to | 101,119 | 3,040 | 2.28% | 2.42% | 274 | +153 | 0.15% | Q4 2025 | Feb 06, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 101,083 | 3,039 | 0.05% | 0.05% | 275 | +1,792 | 1.8% | Q4 2025 | Jan 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 100,912 | 3,034 | 0.06% | 0.07% | 276 | -18,337 | -15.38% | Q4 2025 | Jan 14, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 101,140 | 2,986 | 1.04% | 0.98% | 277 | -1,687 | -1.64% | Q4 2025 | Jan 09, 2026 |
| Waterfront Wealth Inc. | History | Added to | 91,013 | 2,923 | 0.56% | 0.53% | 278 | +2,899 | 3.29% | Q4 2025 | Jan 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 97,205 | 2,922 | 0.04% | 0.04% | 279 | +1,668 | 1.75% | Q4 2025 | Feb 09, 2026 |
| Zhang Financial LLC | History | Added to | 95,926 | 2,884 | 0.11% | 0.11% | 280 | +901 | 0.95% | Q4 2025 | Feb 10, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 95,639 | 2,875 | 0.52% | 0.35% | 281 | +35,205 | 58.25% | Q4 2025 | Feb 10, 2026 |
| River Wealth Advisors LLC | History | Reduced | 94,098 | 2,829 | 0.32% | 0.33% | 282 | -404 | -0.43% | Q4 2025 | Feb 13, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 93,838 | 2,821 | 0.4% | 0.41% | 283 | +1,009 | 1.09% | Q4 2025 | Jan 27, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 93,767 | 2,819 | 0.99% | 1.17% | 284 | -13,000 | -12.18% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 93,195 | 2,802 | 0.05% | 0.04% | 285 | +59,068 | 173.08% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 93,132 | 2,800 | 0.02% | 0.02% | 286 | -7,308 | -7.28% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 93,006 | 2,796 | 0.02% | 0.02% | 287 | +113 | 0.12% | Q4 2025 | Feb 13, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 88,992 | 2,774 | 0.28% | 0.29% | 288 | -1,543 | -1.7% | Q4 2025 | Jan 12, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 91,965 | 2,765 | 1.77% | 1.73% | 289 | +1,094 | 1.2% | Q4 2025 | Jan 28, 2026 |
| True North Advisors, LLC | History | New | 91,628 | 2,755 | 0.36% | — | 290 | +91,628 | New | Q4 2025 | Jan 22, 2026 |
| Boltwood Capital Management | History | Added to | 90,974 | 2,735 | 0.71% | 0.7% | 291 | +2,210 | 2.49% | Q4 2025 | Jan 02, 2026 |
| Advisory Services Network, LLC | History | Added to | 90,642 | 2,725 | 0.04% | 0.04% | 292 | +13 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Jacobs Equity LLC | History | New | 90,445 | 2,719 | 2.62% | — | 294 | +90,445 | New | Q4 2025 | Feb 19, 2026 |
| Leisure Capital Management | History | Added to | 90,430 | 2,719 | 0.9% | 0.91% | 293 | +613 | 0.68% | Q4 2025 | Jan 27, 2026 |
| EP Wealth Advisors, LLC | History | New | 89,597 | 2,694 | 0.01% | — | 295 | +89,597 | New | Q4 2025 | Feb 18, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 83,036 | 2,672 | 0.3% | 0.33% | 296 | -12,717 | -13.28% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 88,759 | 2,668 | 0.05% | 0.06% | 297 | -9,322 | -9.5% | Q4 2025 | Feb 03, 2026 |
| Values Added Financial LLC | History | Added to | 88,169 | 2,651 | 1.12% | 1.15% | 298 | +643 | 0.73% | Q4 2025 | Jan 16, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 87,763 | 2,639 | 0.19% | 0.2% | 299 | -3,065 | -3.37% | Q4 2025 | Feb 11, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 87,537 | 2,632 | 0.9% | 0.9% | 300 | -816 | -0.92% | Q4 2025 | Jan 05, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 86,033 | 2,587 | 0.03% | 0.03% | 301 | -5,071 | -5.57% | Q4 2025 | Jan 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 85,978 | 2,585 | 0.01% | 0.01% | 302 | -9,298 | -9.76% | Q4 2025 | Feb 18, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 85,435 | 2,569 | 0.67% | 0.35% | 303 | +46,020 | 116.76% | Q4 2025 | Jan 27, 2026 |
| Centerpoint Advisors, LLC | History | No change | 84,000 | 2,526 | 0.78% | 0.77% | 304 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 83,970 | 2,524 | 0.51% | 0.53% | 305 | -549 | -0.65% | Q4 2025 | Feb 03, 2026 |
| CDKV HOLDINGS LLC | History | New | 83,737 | 2,517 | 2.11% | — | 306 | +83,737 | New | Q4 2025 | Feb 17, 2026 |
| Athena Investment Management | History | Added to | 82,959 | 2,494 | 1.28% | 1.28% | 307 | +46 | 0.06% | Q4 2025 | Feb 12, 2026 |
| Marquette Asset Management, LLC | History | No change | 81,970 | 2,464 | 0.36% | 0.37% | 308 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 81,679 | 2,456 | 0.38% | 0.4% | 309 | -3,415 | -4.01% | Q4 2025 | Jan 12, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 80,354 | 2,416 | 1.93% | 1.9% | 310 | -4,620 | -5.44% | Q4 2025 | Jan 08, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 80,275 | 2,413 | 0.25% | 0.25% | 311 | +2,123 | 2.72% | Q4 2025 | Jan 20, 2026 |
| WBH ADVISORY INC | History | Added to | 80,165 | 2,410 | 0.18% | 0.17% | 312 | +6,447 | 8.75% | Q4 2025 | Jan 26, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 79,653 | 2,395 | 0.79% | 0.88% | 313 | -8,841 | -9.99% | Q4 2025 | Jan 27, 2026 |
| Bensler, LLC | History | Reduced | 79,429 | 2,388 | 0.24% | 0.26% | 314 | -5,120 | -6.06% | Q4 2025 | Feb 04, 2026 |
| CRA Financial Services, LLC | History | Reduced | 79,109 | 2,378 | 0.31% | 0.33% | 315 | -2,762 | -3.37% | Q4 2025 | Jan 16, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 78,580 | 2,363 | 0.89% | 1.15% | 316 | -21,643 | -21.59% | Q4 2025 | Jan 23, 2026 |
| Dorato Capital Management | History | New | 74,180 | 2,361 | 1.77% | — | 317 | +74,180 | New | Q4 2025 | Jan 16, 2026 |
| CHOREO, LLC | History | Reduced | 77,518 | 2,354 | 0.03% | 0.03% | 318 | -2,462 | -3.08% | Q4 2025 | Jan 23, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 77,847 | 2,340 | 0.05% | 0.06% | 319 | +846 | 1.1% | Q4 2025 | Feb 02, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 77,602 | 2,333 | 0.03% | 0.03% | 320 | -3,632 | -4.47% | Q4 2025 | Jan 22, 2026 |
| Krilogy Financial LLC | History | Reduced | 72,115 | 2,307 | 0.08% | 0.08% | 321 | -789 | -1.08% | Q4 2025 | Jan 27, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 76,283 | 2,293 | 1.25% | 1.36% | 322 | -5,120 | -6.29% | Q4 2025 | Feb 05, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 76,179 | 2,290 | 0.32% | 0.38% | 323 | -6,115 | -7.43% | Q4 2025 | Jan 09, 2026 |
| MBA Advisors LLC | History | Reduced | 76,105 | 2,288 | 0.92% | 0.98% | 324 | -1,250 | -1.62% | Q4 2025 | Jan 21, 2026 |
| PFG Advisors | History | Reduced | 75,981 | 2,284 | 0.11% | 0.1% | 325 | -8,737 | -10.31% | Q4 2025 | Jan 27, 2026 |
| Strategic Financial Planning, Inc. | History | Reduced | 74,880 | 2,251 | 1.28% | 1.34% | 326 | -3,414 | -4.36% | Q4 2025 | Feb 17, 2026 |
| SWS Partners | History | Added to | 74,526 | 2,240 | 0.54% | 0.54% | 327 | +77 | 0.1% | Q4 2025 | Jan 16, 2026 |
| CX Institutional | History | Added to | 73,073 | 2,197 | 0.07% | 0.06% | 328 | +1,303 | 1.82% | Q4 2025 | Feb 02, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 71,349 | 2,145 | 0.37% | 0.36% | 329 | +55 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Blue Barn Wealth, LLC | History | Reduced | 70,446 | 2,118 | 3.08% | 2.28% | 330 | -104,900 | -59.82% | Q4 2025 | Feb 10, 2026 |
| Asset Advisors Investment Management, LLC | History | Reduced | 70,280 | 2,113 | 0.19% | 0.2% | 331 | -880 | -1.24% | Q4 2025 | Jan 23, 2026 |
| WJ Financial Advisors LLC | History | Added to | 69,799 | 2,098 | 1.87% | 1.99% | 332 | +651 | 0.94% | Q4 2025 | Feb 02, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 69,497 | 2,089 | 0.75% | 0.83% | 333 | -4,929 | -6.62% | Q4 2025 | Jan 28, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 69,460 | 2,088 | 0.42% | 0.43% | 334 | +48 | 0.07% | Q4 2025 | Jan 21, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 69,305 | 2,084 | 0.23% | 0.23% | 335 | +494 | 0.72% | Q4 2025 | Jan 20, 2026 |
| Summit Financial, LLC | History | Reduced | 69,030 | 2,075 | 0.03% | 0.03% | 336 | -1,242 | -1.77% | Q4 2025 | Feb 13, 2026 |
| Ironwood Financial, llc | History | Reduced | 65,329 | 2,072 | 0.35% | 0.35% | 337 | -480 | -0.73% | Q4 2025 | Jan 15, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 68,222 | 2,051 | 1.26% | 1.22% | 338 | +1,287 | 1.92% | Q4 2025 | Feb 12, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 67,130 | 2,018 | 0.08% | 0.08% | 339 | -167 | -0.25% | Q4 2025 | Feb 05, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 67,090 | 2,017 | 0.73% | 0.89% | 340 | -7,857 | -10.48% | Q4 2025 | Feb 11, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 66,830 | 2,009 | 0.57% | 1.07% | 341 | -50,272 | -42.93% | Q4 2025 | Feb 11, 2026 |
| Madison Park Capital Advisors, LLC | History | Reduced | 66,749 | 2,007 | 1.63% | 1.63% | 342 | -154 | -0.23% | Q4 2025 | Jan 20, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 66,196 | 1,990 | 0.03% | 0.03% | 343 | -758 | -1.13% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Added to | 66,129 | 1,988 | 0.06% | 0.06% | 344 | +21 | 0.03% | Q4 2025 | Feb 19, 2026 |
| Alliance Private Wealth, LLC | History | New | 61,813 | 1,973 | 0.69% | — | 345 | +61,813 | New | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Added to | 65,177 | 1,959 | 0.09% | 0.08% | 346 | +5,588 | 9.38% | Q4 2025 | Feb 06, 2026 |
| Westview Management dba Westview Investment Advisors | History | New | 64,898 | 1,951 | 0.93% | — | 347 | +64,898 | New | Q4 2025 | Jan 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 64,825 | 1,949 | 0.0% | 0.0% | 348 | +13,046 | 25.2% | Q4 2025 | Feb 06, 2026 |
| Venture Visionary Partners LLC | History | Added to | 64,842 | 1,949 | 0.06% | 0.06% | 349 | +3,207 | 5.2% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 64,621 | 1,943 | 0.03% | 0.04% | 350 | +3,439 | 5.62% | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | Reduced | 64,050 | 1,925 | 0.11% | 0.12% | 351 | -606 | -0.94% | Q4 2025 | Feb 11, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 63,459 | 1,908 | 0.06% | 0.06% | 352 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Econ Financial Services Corp | History | Reduced | 61,299 | 1,843 | 0.92% | 0.91% | 353 | -573 | -0.93% | Q4 2025 | Jan 15, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 60,996 | 1,834 | 3.28% | 4.0% | 354 | -5,416 | -8.16% | Q4 2025 | Jan 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 60,445 | 1,817 | 0.04% | 0.04% | 355 | +284 | 0.47% | Q4 2025 | Feb 04, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 60,022 | 1,804 | 0.12% | 0.12% | 356 | +21 | 0.03% | Q4 2025 | Jan 16, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 59,583 | 1,791 | 0.11% | 0.12% | 357 | -2,238 | -3.62% | Q4 2025 | Feb 18, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 59,514 | 1,789 | 0.22% | 0.22% | 358 | -1,728 | -2.82% | Q4 2025 | Jan 27, 2026 |
| SMITH, MOORE & CO. | History | Added to | 59,444 | 1,787 | 0.14% | 0.13% | 359 | +1,614 | 2.79% | Q4 2025 | Jan 23, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 59,410 | 1,786 | 0.47% | 0.5% | 360 | -1,051 | -1.74% | Q4 2025 | Jan 26, 2026 |
| Cambridge Advisors Inc. | History | Added to | 58,758 | 1,766 | 0.34% | 0.33% | 361 | +1,087 | 1.88% | Q4 2025 | Jan 21, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 58,483 | 1,758 | 0.77% | 0.9% | 362 | +109 | 0.19% | Q4 2025 | Feb 03, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 58,449 | 1,757 | 0.86% | 0.83% | 363 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Amicus Financial Advisors, LLC | History | New | 58,232 | 1,751 | 0.49% | — | 364 | +58,232 | New | Q4 2025 | Mar 02, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 58,092 | 1,746 | 0.23% | 0.24% | 365 | -1,442 | -2.42% | Q4 2025 | Jan 30, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 57,754 | 1,736 | 0.4% | 0.43% | 366 | -2,845 | -4.69% | Q4 2025 | Jan 06, 2026 |
| VSM Wealth Advisory, LLC | History | New | 57,577 | 1,731 | 0.52% | — | 367 | +57,577 | New | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 57,438 | 1,727 | 0.1% | 0.1% | 368 | +981 | 1.74% | Q4 2025 | Jan 14, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 56,112 | 1,687 | 0.19% | 0.2% | 369 | -1,002 | -1.75% | Q4 2025 | Jan 29, 2026 |
| Embree Financial Group | History | Reduced | 55,799 | 1,677 | 0.21% | 0.22% | 370 | -153 | -0.27% | Q4 2025 | Jan 14, 2026 |
| CVA Family Office, LLC | History | Reduced | 55,180 | 1,659 | 0.19% | 0.21% | 371 | -922 | -1.64% | Q4 2025 | Jan 12, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 54,831 | 1,649 | 0.57% | 0.57% | 372 | +3,275 | 6.35% | Q4 2025 | Jan 21, 2026 |
| Oldfather Financial Services, LLC | History | Added to | 54,712 | 1,645 | 0.49% | 0.5% | 373 | +1,034 | 1.93% | Q4 2025 | Jan 16, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 54,585 | 1,641 | 0.26% | 0.26% | 374 | +238 | 0.44% | Q4 2025 | Feb 13, 2026 |
| LTG Capital LLC | History | Added to | 53,881 | 1,620 | 1.26% | 1.23% | 375 | +1,303 | 2.48% | Q4 2025 | Feb 11, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 53,793 | 1,617 | 0.08% | 0.11% | 376 | -18,738 | -25.83% | Q4 2025 | Feb 13, 2026 |
| Seek First Inc. | History | Added to | 53,798 | 1,617 | 1.11% | 1.14% | 377 | +235 | 0.44% | Q4 2025 | Jan 30, 2026 |
| ETF Store, Inc. | History | Added to | 53,352 | 1,604 | 1.64% | 1.67% | 378 | +154 | 0.29% | Q4 2025 | Jan 22, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 52,990 | 1,593 | 0.17% | 0.2% | 379 | -6,074 | -10.28% | Q4 2025 | Feb 18, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 52,267 | 1,571 | 0.22% | 0.23% | 380 | +454 | 0.88% | Q4 2025 | Jan 26, 2026 |
| BFSG, LLC | History | Reduced | 51,813 | 1,558 | 0.15% | 0.16% | 381 | -2,388 | -4.41% | Q4 2025 | Jan 22, 2026 |
| GuidedMoney, LLC | History | New | 51,435 | 1,546 | 0.83% | — | 382 | +51,435 | New | Q4 2025 | Feb 23, 2026 |
| RCW Management, LLC | History | New | 51,314 | 1,543 | 1.56% | — | 383 | +51,314 | New | Q4 2025 | Jan 30, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 51,008 | 1,533 | 0.1% | 0.1% | 384 | -331 | -0.64% | Q4 2025 | Jan 21, 2026 |
| Integrated Capital Management, LLC | History | Added to | 50,951 | 1,532 | 0.66% | 0.67% | 385 | +223 | 0.44% | Q4 2025 | Jan 26, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 50,271 | 1,512 | 0.35% | 0.39% | 386 | -4,358 | -7.98% | Q4 2025 | Feb 10, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 50,313 | 1,512 | 0.72% | 0.73% | 387 | +18 | 0.04% | Q4 2025 | Jan 21, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 50,272 | 1,511 | 0.33% | 0.37% | 388 | -3,739 | -6.92% | Q4 2025 | Jan 20, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 50,077 | 1,505 | 0.07% | 0.07% | 389 | -2,345 | -4.47% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 49,919 | 1,501 | 0.0% | 0.0% | 390 | +14,699 | 41.73% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 49,910 | 1,500 | 0.03% | 0.04% | 391 | -10,158 | -16.91% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 49,799 | 1,497 | 0.1% | 0.11% | 392 | -6,371 | -11.34% | Q4 2025 | Jan 26, 2026 |
| First Growth Capital LLC | History | New | 45,486 | 1,489 | 1.32% | — | 393 | +45,486 | New | Q4 2025 | Feb 19, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 49,504 | 1,488 | 0.21% | 0.22% | 394 | -1,317 | -2.59% | Q4 2025 | Jan 28, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 49,458 | 1,487 | 0.0% | 0.0% | 395 | +8,217 | 19.92% | Q4 2025 | Feb 13, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 48,566 | 1,460 | 0.21% | 0.25% | 396 | -7,290 | -13.05% | Q4 2025 | Jan 12, 2026 |
| Financially in Tune, LLC | History | New | 47,914 | 1,440 | 1.34% | — | 397 | +47,914 | New | Q4 2025 | Feb 27, 2026 |
| Legacy Bridge, LLC | History | No change | 47,846 | 1,438 | 0.58% | 0.59% | 398 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| S.A. Mason LLC | History | Added to | 47,577 | 1,430 | 0.57% | 0.61% | 399 | +760 | 1.62% | Q4 2025 | Jan 29, 2026 |
| K2 Financial Inc. | History | Added to | 45,465 | 1,426 | 1.1% | 0.91% | 400 | +6,866 | 17.79% | Q4 2025 | Jan 22, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 46,968 | 1,412 | 0.09% | 0.09% | 401 | -5 | -0.01% | Q4 2025 | Jan 20, 2026 |
| Coastline Complete Wealth LLC | History | New | 46,763 | 1,406 | 0.89% | — | 402 | +46,763 | New | Q4 2025 | Feb 24, 2026 |
| Capital Advantage, Inc. | History | Reduced | 46,519 | 1,398 | 0.19% | 0.21% | 403 | -101 | -0.22% | Q4 2025 | Jan 07, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 46,228 | 1,390 | 0.59% | 0.59% | 404 | -992 | -2.1% | Q4 2025 | Feb 10, 2026 |
| SCS Capital Management LLC | History | No change | 46,143 | 1,387 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| North Forty Two & Co. | History | Added to | 46,051 | 1,384 | 1.31% | 1.22% | 406 | +3,845 | 9.11% | Q4 2025 | Feb 09, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 45,424 | 1,365 | 0.01% | 0.01% | 407 | +11,027 | 32.06% | Q4 2025 | Feb 12, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 45,346 | 1,363 | 0.12% | 0.17% | 408 | +5,698 | 14.37% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 45,199 | 1,359 | 0.0% | 0.0% | 409 | +3,539 | 8.49% | Q4 2025 | Feb 11, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 45,166 | 1,358 | 0.15% | 0.16% | 410 | -1,153 | -2.49% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 45,147 | 1,357 | 0.0% | — | 413 | +45,147 | New | Q4 2025 | Feb 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 45,137 | 1,357 | 0.0% | — | 412 | +45,137 | New | Q4 2025 | Feb 17, 2026 |
| ALTFEST L J & CO INC | History | Added to | 45,136 | 1,357 | 0.15% | 0.15% | 411 | +132 | 0.29% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 44,831 | 1,348 | 0.02% | 0.01% | 414 | +24,876 | 124.66% | Q4 2025 | Feb 11, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 44,823 | 1,347 | 0.35% | 0.34% | 415 | +18 | 0.04% | Q4 2025 | Jan 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 44,387 | 1,334 | 0.0% | 0.0% | 416 | +1,108 | 2.56% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 44,382 | 1,334 | 0.04% | 0.04% | 417 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 43,806 | 1,317 | 0.85% | 0.84% | 418 | +598 | 1.38% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 41,010 | 1,316 | 0.04% | 0.03% | 420 | +13,638 | 49.82% | Q4 2025 | Jan 23, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 43,776 | 1,316 | 0.17% | 0.17% | 419 | -852 | -1.91% | Q4 2025 | Jan 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 43,744 | 1,315 | 0.0% | 0.0% | 421 | -5,947 | -11.97% | Q4 2025 | Jan 30, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 43,531 | 1,308 | 0.08% | 0.11% | 422 | -11,170 | -20.42% | Q4 2025 | Jan 26, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 43,158 | 1,297 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 42,068 | 1,264 | 0.03% | 0.03% | 424 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 41,933 | 1,260 | 0.02% | 0.02% | 425 | -1,510 | -3.48% | Q4 2025 | Feb 10, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 41,494 | 1,248 | 0.04% | — | 426 | +41,494 | New | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 41,170 | 1,238 | 0.04% | — | 427 | +41,170 | New | Q4 2025 | Feb 13, 2026 |
| WP Advisors, LLC | History | Added to | 41,176 | 1,238 | 0.31% | 0.31% | 428 | +180 | 0.44% | Q4 2025 | Jan 28, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 41,000 | 1,232 | 0.34% | 0.39% | 429 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 40,702 | 1,223 | 0.06% | 0.06% | 430 | -476 | -1.16% | Q4 2025 | Feb 03, 2026 |
| Single Point Partners, LLC | History | Added to | 40,467 | 1,216 | 0.24% | 0.24% | 431 | +946 | 2.39% | Q4 2025 | Jan 26, 2026 |
| FF Advisors,LLC | History | Reduced | 40,406 | 1,215 | 0.54% | 0.57% | 432 | -44 | -0.11% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | No change | 40,032 | 1,203 | 0.02% | 0.02% | 433 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 39,901 | 1,199 | 1.99% | 1.59% | 434 | -46 | -0.12% | Q4 2025 | Feb 09, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 39,766 | 1,195 | 0.05% | 0.05% | 435 | +109 | 0.27% | Q4 2025 | Jan 27, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 39,670 | 1,192 | 0.71% | 0.63% | 436 | +5,345 | 15.57% | Q4 2025 | Jan 21, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 39,583 | 1,190 | 0.09% | 0.09% | 437 | +1,486 | 3.9% | Q4 2025 | Feb 04, 2026 |
| First Pacific Financial | History | Reduced | 39,477 | 1,187 | 0.15% | 0.17% | 438 | -879 | -2.18% | Q4 2025 | Jan 16, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 39,447 | 1,186 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Added to | 39,244 | 1,180 | 0.15% | 0.14% | 441 | +260 | 0.67% | Q4 2025 | Feb 09, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 39,256 | 1,180 | 0.0% | 0.0% | 440 | -210 | -0.53% | Q4 2025 | Feb 17, 2026 |
| Bouchey Financial Group Ltd | History | No change | 38,980 | 1,172 | 0.09% | 0.09% | 442 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 38,705 | 1,163 | 0.02% | 0.03% | 443 | -804 | -2.03% | Q4 2025 | Feb 09, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 38,691 | 1,163 | 0.13% | 0.14% | 444 | -598 | -1.52% | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 38,586 | 1,160 | 0.04% | 0.13% | 445 | -27,948 | -42.01% | Q4 2025 | Feb 04, 2026 |
| AlphaCore Capital LLC | History | Added to | 38,541 | 1,158 | 0.03% | 0.02% | 446 | +19,323 | 100.55% | Q4 2025 | Feb 05, 2026 |
| Cassilly Financial Group LLC | History | New | 38,392 | 1,154 | 1.02% | — | 447 | +38,392 | New | Q4 2025 | Jan 15, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 38,117 | 1,146 | 0.1% | 0.1% | 448 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 37,961 | 1,141 | 0.09% | 0.09% | 449 | -578 | -1.5% | Q4 2025 | Feb 06, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 37,831 | 1,137 | 0.23% | 0.22% | 450 | +897 | 2.43% | Q4 2025 | Feb 10, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 37,801 | 1,136 | 0.34% | 0.35% | 451 | +1,525 | 4.2% | Q4 2025 | Jan 22, 2026 |
| Orca Investment Management, LLC | History | Added to | 37,564 | 1,129 | 0.89% | 0.91% | 452 | +100 | 0.27% | Q4 2025 | Jan 20, 2026 |
| FIDELIS iM, LLC | History | Added to | 37,542 | 1,128 | 0.44% | 0.8% | 454 | +20,822 | 124.53% | Q4 2025 | Jan 23, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 37,530 | 1,128 | 0.16% | 0.18% | 453 | -985 | -2.56% | Q4 2025 | Jan 27, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 37,530 | 1,128 | 0.04% | 0.05% | 455 | -730 | -1.91% | Q4 2025 | Jan 20, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 37,488 | 1,127 | 0.4% | 0.4% | 457 | -466 | -1.23% | Q4 2025 | Feb 05, 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC | History | No change | 37,500 | 1,127 | 0.57% | 0.57% | 456 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Great Waters Wealth Management | History | Added to | 37,385 | 1,124 | 0.12% | 0.13% | 458 | +391 | 1.06% | Q4 2025 | Jan 15, 2026 |
| RMR Wealth Builders | History | Added to | 37,048 | 1,114 | 0.09% | 0.09% | 459 | +126 | 0.34% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 36,245 | 1,089 | 0.06% | 0.06% | 460 | -194 | -0.53% | Q4 2025 | Feb 05, 2026 |
| COMMERCE BANK | History | Reduced | 35,835 | 1,077 | 0.01% | 0.01% | 461 | -110 | -0.31% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 35,804 | 1,076 | 0.0% | — | 462 | +35,804 | New | Q4 2025 | Feb 13, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 35,372 | 1,063 | 0.3% | 0.29% | 463 | +105 | 0.3% | Q4 2025 | Jan 13, 2026 |
| SOL Capital Management CO | History | Added to | 35,321 | 1,062 | 0.1% | 0.09% | 464 | +2 | 0.01% | Q4 2025 | Jan 30, 2026 |
| Chesapeake Wealth Management | History | Reduced | 34,901 | 1,049 | 0.31% | 0.32% | 465 | -225 | -0.64% | Q4 2025 | Feb 03, 2026 |
| Crescent Sterling, Ltd. | History | Reduced | 34,824 | 1,047 | 1.07% | 1.12% | 466 | -1,246 | -3.45% | Q4 2025 | Jan 07, 2026 |
| NWAM LLC | History | Added to | 32,630 | 1,044 | 0.06% | 0.05% | 467 | +2,226 | 7.32% | Q4 2025 | Feb 04, 2026 |
| Rede Wealth, LLC | History | New | 34,638 | 1,041 | 0.36% | — | 469 | +34,638 | New | Q4 2025 | Jan 23, 2026 |
| AMG National Trust Bank | History | No change | 34,650 | 1,041 | 0.02% | 0.02% | 468 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 34,428 | 1,035 | 0.66% | 0.72% | 470 | -544 | -1.56% | Q4 2025 | Feb 02, 2026 |
| WFA of San Diego, LLC | History | Reduced | 34,369 | 1,033 | 0.76% | 0.7% | 471 | -178 | -0.52% | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 34,336 | 1,032 | 0.17% | 0.17% | 472 | -119 | -0.35% | Q4 2025 | Jan 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 34,255 | 1,030 | 0.25% | 0.26% | 473 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FIDUCIARY TRUST CO | History | No change | 34,200 | 1,028 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 34,144 | 1,026 | 0.36% | 0.4% | 475 | +212 | 0.62% | Q4 2025 | Jan 15, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 34,030 | 1,023 | 0.58% | 0.57% | 476 | +844 | 2.54% | Q4 2025 | Jan 26, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 33,612 | 1,010 | 0.36% | 0.38% | 477 | -2,469 | -6.84% | Q4 2025 | Jan 09, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 33,303 | 1,001 | 0.08% | 0.12% | 478 | -20,662 | -38.29% | Q4 2025 | Feb 05, 2026 |
| Five Pine Wealth Management | History | Added to | 32,835 | 987 | 0.63% | 0.66% | 479 | +83 | 0.25% | Q4 2025 | Jan 21, 2026 |
| Gambit Capital Management, LLC | History | New | 32,731 | 984 | 0.7% | — | 481 | +32,731 | New | Q4 2025 | Feb 06, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 32,756 | 984 | 0.47% | 0.47% | 480 | -420 | -1.27% | Q4 2025 | Feb 05, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 32,589 | 979 | 0.29% | 0.33% | 482 | -271 | -0.82% | Q4 2025 | Feb 02, 2026 |
| Hilltop Partners LLC | History | Added to | 32,508 | 977 | 0.25% | 0.28% | 483 | +802 | 2.53% | Q4 2025 | Feb 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 32,409 | 974 | 0.06% | 0.06% | 484 | +21 | 0.06% | Q4 2025 | Feb 10, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 32,369 | 973 | 0.04% | 0.05% | 485 | -13,498 | -29.43% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 32,369 | 973 | 0.14% | 0.12% | 486 | +6,715 | 26.18% | Q4 2025 | Jan 27, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 32,165 | 967 | 0.41% | 0.5% | 487 | +1,025 | 3.29% | Q4 2025 | Feb 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 31,950 | 960 | 0.18% | 0.21% | 488 | -2,000 | -5.89% | Q4 2025 | Feb 09, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 31,868 | 958 | 0.26% | 0.25% | 489 | +3,243 | 11.33% | Q4 2025 | Jan 26, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 31,626 | 951 | 0.03% | 0.03% | 490 | +2,785 | 9.66% | Q4 2025 | Feb 17, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 31,537 | 948 | 0.1% | 0.11% | 491 | -2,231 | -6.61% | Q4 2025 | Feb 06, 2026 |
| IF Advisors, LLC | History | New | 31,369 | 943 | 0.77% | — | 493 | +31,369 | New | Q4 2025 | Feb 10, 2026 |
| Wedmont Private Capital | History | Reduced | 30,272 | 943 | 0.03% | 0.03% | 492 | -256 | -0.84% | Q4 2025 | Jan 08, 2026 |
| Bogart Wealth, LLC | History | Added to | 31,257 | 939 | 0.04% | 0.04% | 494 | +187 | 0.6% | Q4 2025 | Jan 30, 2026 |
| Bank of New York Mellon Corp | History | Added to | 31,175 | 937 | 0.0% | 0.0% | 495 | +219 | 0.71% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 31,138 | 936 | 0.02% | 0.02% | 496 | -501 | -1.58% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 30,987 | 931 | 0.01% | 0.01% | 497 | +6,092 | 24.47% | Q4 2025 | Jan 20, 2026 |
| Heritage Family Offices, LLP | History | New | 30,487 | 916 | 0.42% | — | 498 | +30,487 | New | Q4 2025 | Jan 12, 2026 |
| JM2 Capital Inc. | History | New | 30,443 | 915 | 0.74% | — | 501 | +30,443 | New | Q4 2025 | Jan 23, 2026 |
| One Capital Management, LLC | History | Reduced | 30,444 | 915 | 0.03% | 0.04% | 500 | -12,189 | -28.59% | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Reduced | 30,455 | 915 | 0.03% | 0.03% | 499 | -324 | -1.05% | Q4 2025 | Jan 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 30,000 | 902 | 0.07% | 0.07% | 502 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 29,712 | 893 | 0.17% | 0.17% | 503 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pegasus Asset Management, Inc. | History | Added to | 29,489 | 886 | 0.27% | 0.24% | 506 | +3,739 | 14.52% | Q4 2025 | Feb 02, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 29,497 | 886 | 0.02% | 0.02% | 504 | +2,791 | 10.45% | Q4 2025 | Jan 28, 2026 |
| BCWM, LLC | History | Added to | 29,489 | 886 | 0.27% | 0.25% | 505 | +1,496 | 5.34% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 29,413 | 884 | 0.02% | 0.02% | 507 | -12,079 | -29.11% | Q4 2025 | Feb 11, 2026 |
| Aurora Private Wealth, Inc. | History | New | 29,205 | 878 | 0.58% | — | 508 | +29,205 | New | Q4 2025 | Feb 02, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 29,211 | 878 | 0.25% | 0.22% | 509 | -801 | -2.67% | Q4 2025 | Feb 10, 2026 |
| Daybright Advisory Services, Inc. | History | New | 29,123 | 875 | 0.23% | — | 510 | +29,123 | New | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | New | 29,045 | 873 | 0.01% | — | 511 | +29,045 | New | Q4 2025 | Jan 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 29,003 | 872 | 0.09% | 0.09% | 512 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 28,894 | 868 | 0.17% | 0.17% | 513 | +42 | 0.15% | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 28,812 | 866 | 0.01% | 0.0% | 514 | +3,454 | 13.62% | Q4 2025 | Feb 09, 2026 |
| FineMark National Bank & Trust | History | Reduced | 28,702 | 863 | 0.03% | 0.04% | 515 | -9,932 | -25.71% | Q4 2025 | Feb 12, 2026 |
| NBT BANK N A /NY | History | Added to | 17,197 | 861 | 0.06% | 0.06% | 516 | +1 | 0.01% | Q4 2025 | Jan 23, 2026 |
| CAP Partners, LLC | History | Reduced | 28,629 | 860 | 0.49% | 0.48% | 517 | -16 | -0.06% | Q4 2025 | Feb 04, 2026 |
| Cynosure Group, LLC | History | Reduced | 28,595 | 859 | 0.09% | 0.16% | 519 | -21,459 | -42.87% | Q4 2025 | Feb 17, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 28,586 | 859 | 0.32% | 0.29% | 518 | -1,792 | -5.9% | Q4 2025 | Feb 05, 2026 |
| Northern Capital Management, Inc. | History | Reduced | 28,516 | 857 | 0.45% | 0.6% | 520 | -9,057 | -24.11% | Q4 2025 | Feb 03, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 28,469 | 856 | 0.66% | 0.72% | 521 | -2,806 | -8.97% | Q4 2025 | Feb 10, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 28,316 | 851 | 0.29% | 0.33% | 522 | -802 | -2.75% | Q4 2025 | Jan 12, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 28,294 | 850 | 0.28% | 0.35% | 523 | -6,387 | -18.42% | Q4 2025 | Feb 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 27,909 | 839 | 0.01% | 0.0% | 524 | +16,905 | 153.63% | Q4 2025 | Feb 12, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 27,826 | 836 | 0.33% | 0.37% | 525 | -3,570 | -11.37% | Q4 2025 | Jan 28, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 27,696 | 832 | 0.01% | 0.01% | 526 | +1,827 | 7.06% | Q4 2025 | Feb 09, 2026 |
| Red Mountain Financial, LLC | History | Added to | 27,573 | 829 | 0.81% | 0.8% | 527 | +1,007 | 3.79% | Q4 2025 | Jan 26, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 27,535 | 827 | 0.03% | 0.03% | 528 | +9 | 0.03% | Q4 2025 | Feb 02, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 27,411 | 824 | 0.35% | 0.35% | 529 | -396 | -1.42% | Q4 2025 | Feb 05, 2026 |
| Retirement Planning Group, LLC | History | No change | 27,118 | 815 | 0.03% | 0.03% | 530 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 26,942 | 810 | 0.36% | 0.38% | 531 | -2,838 | -9.53% | Q4 2025 | Jan 21, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 26,935 | 809 | 0.06% | 0.06% | 532 | +648 | 2.47% | Q4 2025 | Jan 16, 2026 |
| Prospera Financial Services Inc | History | Reduced | 26,541 | 798 | 0.01% | 0.02% | 533 | -9,865 | -27.1% | Q4 2025 | Feb 09, 2026 |
| Indivisible Partners | History | New | 26,538 | 797 | 0.09% | — | 534 | +26,538 | New | Q4 2025 | Feb 03, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Added to | 26,431 | 794 | 0.28% | 0.28% | 535 | +142 | 0.54% | Q4 2025 | Jan 21, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 26,058 | 783 | 0.01% | 0.01% | 536 | -575 | -2.16% | Q4 2025 | Feb 09, 2026 |
| Sachetta, LLC | History | Reduced | 25,719 | 773 | 0.42% | 0.29% | 538 | -733 | -2.77% | Q4 2025 | Feb 02, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 25,716 | 773 | 0.05% | 0.06% | 537 | -726 | -2.75% | Q4 2025 | Jan 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 25,513 | 767 | 0.01% | 0.02% | 539 | +972 | 3.96% | Q4 2025 | Feb 13, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 25,339 | 761 | 0.01% | 0.01% | 540 | +87 | 0.34% | Q4 2025 | Feb 10, 2026 |
| Payne Capital LLC | History | Reduced | 25,160 | 756 | 0.77% | 0.85% | 541 | -3,224 | -11.36% | Q4 2025 | Jan 20, 2026 |
| Arista Wealth Management, LLC | History | No change | 25,040 | 752 | 0.09% | 0.09% | 542 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Joule Financial, LLC | History | Reduced | 24,889 | 748 | 0.22% | 0.22% | 543 | -201 | -0.8% | Q4 2025 | Jan 20, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 24,743 | 744 | 0.09% | 0.09% | 544 | -56 | -0.23% | Q4 2025 | Jan 22, 2026 |
| Eley Financial Management, Inc | History | Reduced | 24,663 | 741 | 0.27% | 0.26% | 545 | -122 | -0.49% | Q4 2025 | Feb 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 24,541 | 737 | 0.08% | 0.07% | 547 | +3,196 | 14.97% | Q4 2025 | Jan 29, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 24,531 | 737 | 0.09% | 0.1% | 546 | -601 | -2.39% | Q4 2025 | Feb 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 24,471 | 735 | 0.08% | 0.08% | 548 | -412 | -1.66% | Q4 2025 | Jan 22, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 24,241 | 728 | 0.08% | 0.09% | 549 | -2,858 | -10.55% | Q4 2025 | Jan 14, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Reduced | 24,180 | 727 | 0.26% | 0.26% | 550 | -45 | -0.19% | Q4 2025 | Jan 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 24,005 | 721 | 0.0% | 0.0% | 551 | -3,161 | -11.64% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | Added to | 23,953 | 720 | 0.02% | 0.02% | 552 | +3,050 | 14.59% | Q4 2025 | Feb 17, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 23,873 | 717 | 0.14% | 0.15% | 553 | -2,599 | -9.82% | Q4 2025 | Jan 12, 2026 |
| Hendershot Investments Inc. | History | Added to | 23,763 | 714 | 0.09% | 0.08% | 554 | +1,204 | 5.34% | Q4 2025 | Jan 26, 2026 |
| Milestones Private Investment Advisors LLC | History | Added to | 23,771 | 714 | 0.49% | 0.48% | 555 | +15 | 0.06% | Q4 2025 | Jan 26, 2026 |
| Nautilus Advisors LLC | History | Added to | 23,730 | 713 | 0.47% | 0.47% | 556 | +1 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 23,573 | 708 | 0.33% | 0.34% | 557 | -325 | -1.36% | Q4 2025 | Jan 22, 2026 |
| Modus Advisors, LLC | History | Reduced | 23,493 | 706 | 0.19% | 0.19% | 558 | -551 | -2.29% | Q4 2025 | Feb 11, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 23,387 | 703 | 0.32% | 0.32% | 559 | +12 | 0.05% | Q4 2025 | Feb 11, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 23,208 | 697 | 0.33% | 0.4% | 560 | -4,619 | -16.6% | Q4 2025 | Jan 29, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 22,965 | 690 | 0.09% | 0.1% | 561 | -247 | -1.06% | Q4 2025 | Jan 22, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 22,874 | 687 | 0.03% | 0.03% | 562 | +352 | 1.56% | Q4 2025 | Jan 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 22,805 | 685 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Leverty Financial Group, LLC | History | Added to | 22,753 | 684 | 0.16% | 0.11% | 564 | +8,403 | 58.56% | Q4 2025 | Jan 09, 2026 |
| BROWN ADVISORY INC | History | Reduced | 22,698 | 682 | 0.0% | 0.0% | 565 | -862 | -3.66% | Q4 2025 | Feb 13, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 20,834 | 682 | 0.14% | 0.17% | 566 | +78 | 0.38% | Q4 2025 | Feb 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 22,592 | 679 | 0.01% | 0.01% | 568 | -601 | -2.59% | Q4 2025 | Feb 02, 2026 |
| GREENLEAF TRUST | History | No change | 22,593 | 679 | 0.01% | 0.01% | 567 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Stokes Family Office, LLC | History | Reduced | 22,344 | 671 | 0.06% | 0.19% | 569 | -44,622 | -66.63% | Q4 2025 | Feb 18, 2026 |
| Asset One Wealth Management LLC | History | New | 20,793 | 662 | 0.09% | — | 570 | +20,793 | New | Q4 2025 | Feb 17, 2026 |
| Biltmore Family Office, LLC | History | No change | 22,005 | 661 | 0.09% | 0.09% | 571 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 21,990 | 661 | 0.43% | 0.43% | 572 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Strategic Equity Management | History | Reduced | 21,951 | 660 | 0.22% | 0.3% | 573 | -5,576 | -20.26% | Q4 2025 | Feb 09, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 21,903 | 658 | 0.15% | — | 574 | +21,903 | New | Q4 2025 | Jan 26, 2026 |
| JBR Co Financial Management Inc | History | Reduced | 21,821 | 656 | 0.27% | 0.3% | 575 | -1,874 | -7.91% | Q4 2025 | Jan 06, 2026 |
| Cooksen Wealth, LLC | History | Added to | 21,740 | 653 | 0.48% | 0.48% | 576 | +29 | 0.13% | Q4 2025 | Jan 20, 2026 |
| Apella Capital, LLC | History | No change | 21,685 | 652 | 0.01% | 0.01% | 577 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Aspen Investment Management Inc | History | Reduced | 21,592 | 649 | 0.2% | 0.25% | 578 | -197 | -0.9% | Q4 2025 | Feb 06, 2026 |
| Caprock Group, LLC | History | Reduced | 21,567 | 648 | 0.01% | 0.02% | 579 | -2,093 | -8.85% | Q4 2025 | Jan 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 21,314 | 640 | 0.0% | 0.0% | 581 | +6,736 | 46.21% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 21,300 | 640 | 0.0% | 0.0% | 580 | +2,676 | 14.37% | Q4 2025 | Jan 26, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 21,166 | 636 | 0.07% | 0.07% | 582 | +26 | 0.12% | Q4 2025 | Feb 06, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 21,141 | 635 | 0.11% | 0.12% | 583 | -713 | -3.26% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 20,968 | 630 | 0.0% | — | 584 | +20,968 | New | Q4 2025 | Feb 18, 2026 |
| VICUS CAPITAL | History | Added to | 20,935 | 629 | 0.05% | 0.04% | 585 | +1,174 | 5.94% | Q4 2025 | Jan 22, 2026 |
| TPG Advisors LLC | History | Reduced | 20,910 | 628 | 0.39% | 0.41% | 586 | -253 | -1.2% | Q4 2025 | Jan 21, 2026 |
| Arkos Global Advisors | History | Added to | 20,806 | 626 | 0.08% | 0.08% | 587 | +7 | 0.03% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 20,785 | 624 | 0.03% | 0.03% | 588 | +989 | 5.0% | Q4 2025 | Jan 26, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 20,501 | 616 | 0.03% | 0.03% | 589 | -613 | -2.9% | Q4 2025 | Jan 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 20,415 | 613 | 0.01% | 0.02% | 590 | -569 | -2.71% | Q4 2025 | Feb 03, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 20,411 | 613 | 0.06% | 0.06% | 591 | +156 | 0.77% | Q4 2025 | Jan 12, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | No change | 20,371 | 612 | 0.24% | 0.26% | 592 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WLTH Capital Management, LLC | History | New | 18,753 | 610 | 0.47% | — | 593 | +18,753 | New | Q4 2025 | Feb 24, 2026 |
| LifePlan Financial, LLC | History | Reduced | 20,180 | 606 | 0.46% | 0.49% | 594 | -648 | -3.11% | Q4 2025 | Jan 20, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | Reduced | 20,115 | 604 | 0.39% | 0.39% | 595 | -225 | -1.11% | Q4 2025 | Feb 17, 2026 |
| KPP Advisory Services LLC | History | Reduced | 20,020 | 601 | 0.09% | 0.09% | 597 | -703 | -3.39% | Q4 2025 | Feb 02, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 20,004 | 601 | 0.05% | 0.05% | 596 | -378 | -1.85% | Q4 2025 | Feb 13, 2026 |
| Tranquility Partners, LLC | History | Reduced | 19,522 | 587 | 0.21% | 0.2% | 598 | -857 | -4.21% | Q4 2025 | Feb 03, 2026 |
| Haverford Trust Co | History | Added to | 19,470 | 585 | 0.01% | 0.0% | 599 | +807 | 4.32% | Q4 2025 | Feb 13, 2026 |
| Diligent Investors, LLC | History | No change | 19,411 | 583 | 0.14% | 0.15% | 600 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Midwest Trust Co | History | No change | 19,304 | 580 | 0.01% | 0.01% | 601 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 19,242 | 578 | 0.01% | 0.01% | 602 | -113 | -0.58% | Q4 2025 | Feb 12, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 19,252 | 578 | 0.22% | 0.23% | 603 | +82 | 0.43% | Q4 2025 | Feb 09, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 19,211 | 577 | 0.23% | 0.23% | 606 | -1,300 | -6.34% | Q4 2025 | Feb 20, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 19,217 | 577 | 0.17% | 0.19% | 605 | -627 | -3.16% | Q4 2025 | Jan 23, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 19,208 | 577 | 0.01% | 0.01% | 604 | +60 | 0.31% | Q4 2025 | Feb 04, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 19,007 | 571 | 0.12% | 0.12% | 607 | -469 | -2.41% | Q4 2025 | Jan 27, 2026 |
| Vestment Financial LLC | History | Reduced | 17,904 | 567 | 0.29% | 0.33% | 609 | -1,485 | -7.66% | Q4 2025 | Jan 23, 2026 |
| ASSET PLANNING SERVICES INC /LA/ /ADV | History | Reduced | 18,861 | 567 | 0.25% | 0.24% | 608 | -470 | -2.43% | Q4 2025 | Jan 16, 2026 |
| Smart Portfolios, LLC | History | No change | 18,835 | 566 | 0.56% | 0.54% | 610 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Twele Capital Management, Inc. | History | No change | 18,613 | 559 | 0.1% | 0.1% | 611 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| CWC Advisors, LLC. | History | Reduced | 18,420 | 553 | 0.27% | 0.27% | 612 | -51 | -0.28% | Q4 2025 | Jan 26, 2026 |
| Pachira Investments Inc. | History | Added to | 18,290 | 549 | 0.27% | 0.3% | 613 | +80 | 0.44% | Q4 2025 | Feb 02, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 18,063 | 543 | 0.1% | 0.11% | 614 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 18,017 | 541 | 0.01% | 0.01% | 615 | +744 | 4.31% | Q4 2025 | Feb 05, 2026 |
| Park Capital Management, LLC / WI | History | Added to | 17,526 | 527 | 0.38% | 0.36% | 616 | +2,160 | 14.06% | Q4 2025 | Jan 20, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 17,419 | 523 | 0.05% | 0.05% | 617 | -1,421 | -7.54% | Q4 2025 | Jan 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 17,290 | 519 | 0.01% | 0.01% | 618 | -2,936 | -14.52% | Q4 2025 | Jan 16, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 17,235 | 518 | 0.02% | 0.02% | 619 | -387 | -2.2% | Q4 2025 | Jan 14, 2026 |
| Heritage Trust Co | History | No change | 17,100 | 514 | 0.05% | 0.05% | 620 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 17,065 | 513 | 0.16% | 0.16% | 621 | -292 | -1.68% | Q4 2025 | Feb 04, 2026 |
| Spire Wealth Management | History | Added to | 17,058 | 512 | 0.02% | 0.02% | 622 | +967 | 6.01% | Q4 2025 | Jan 14, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 16,986 | 510 | 0.22% | 0.22% | 623 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 16,893 | 507 | 0.44% | 0.36% | 624 | +20 | 0.12% | Q4 2025 | Feb 09, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 16,737 | 503 | 0.34% | 0.34% | 625 | +2 | 0.01% | Q4 2025 | Feb 02, 2026 |
| Front Row Advisors LLC | History | No change | 16,684 | 501 | 0.17% | 0.17% | 626 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| International Private Wealth Advisors LLC | History | No change | 16,662 | 501 | 0.32% | 0.31% | 627 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Mirador Capital Partners LP | History | Added to | 16,653 | 500 | 0.07% | 0.07% | 628 | +744 | 4.68% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 16,522 | 496 | 0.15% | 0.15% | 629 | -220 | -1.31% | Q4 2025 | Jan 22, 2026 |
| Continuum Advisory, LLC | History | Added to | 16,465 | 495 | 0.05% | 0.05% | 630 | +642 | 4.06% | Q4 2025 | Feb 11, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 16,485 | 495 | 0.16% | 0.16% | 631 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 16,399 | 493 | 0.25% | 0.16% | 633 | +6,980 | 74.11% | Q4 2025 | Jan 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 16,400 | 493 | 0.02% | 0.02% | 632 | -941 | -5.43% | Q4 2025 | Feb 13, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 16,381 | 492 | 0.2% | 0.11% | 634 | +8,024 | 96.02% | Q4 2025 | Jan 16, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 16,264 | 489 | 0.05% | 0.05% | 635 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 16,204 | 487 | 0.02% | 0.02% | 636 | -215 | -1.31% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 15,938 | 485 | 0.0% | 0.0% | 637 | +7,032 | 78.96% | Q4 2025 | Feb 17, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 16,111 | 484 | 0.33% | 0.32% | 638 | +868 | 5.69% | Q4 2025 | Feb 05, 2026 |
| Berger Financial Group, Inc | History | Reduced | 15,804 | 475 | 0.03% | 0.03% | 639 | -14 | -0.09% | Q4 2025 | Jan 27, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 15,449 | 464 | 0.12% | 0.1% | 640 | +3,026 | 24.36% | Q4 2025 | Feb 09, 2026 |
| World Investment Advisors | History | New | 15,263 | 458 | 0.01% | — | 641 | +15,263 | New | Q4 2025 | Mar 12, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 15,219 | 457 | 0.27% | 0.27% | 642 | +35 | 0.23% | Q4 2025 | Feb 05, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 15,154 | 455 | 0.23% | 0.24% | 643 | -1,258 | -7.67% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 15,106 | 454 | 0.04% | 0.04% | 644 | -584 | -3.72% | Q4 2025 | Jan 26, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 15,035 | 452 | 0.05% | 0.11% | 645 | -15,293 | -50.43% | Q4 2025 | Feb 13, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 15,000 | 451 | 0.22% | 0.23% | 646 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Whelan Financial | History | Added to | 14,980 | 450 | 0.14% | 0.14% | 648 | +7 | 0.05% | Q4 2025 | Feb 02, 2026 |
| Acropolis Investment Management, LLC | History | No change | 14,997 | 450 | 0.02% | 0.02% | 647 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Added to | 14,907 | 448 | 0.0% | 0.0% | 649 | +3,493 | 30.6% | Q4 2025 | Jan 29, 2026 |
| Liberty Capital Management, Inc. | History | No change | 14,900 | 448 | 0.08% | 0.08% | 650 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 14,852 | 446 | 0.01% | 0.01% | 651 | -3,321 | -18.27% | Q4 2025 | Feb 05, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 14,794 | 444 | 0.0% | 0.0% | 652 | -156,412 | -91.36% | Q4 2025 | Feb 17, 2026 |
| GREENWOOD GEARHART INC | History | Reduced | 14,756 | 443 | 0.02% | 0.03% | 653 | -1,120 | -7.05% | Q4 2025 | Feb 04, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 13,864 | 438 | 0.56% | 0.64% | 654 | -786 | -5.37% | Q4 2025 | Feb 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 14,192 | 426 | 0.01% | — | 655 | +14,192 | New | Q4 2025 | Jan 23, 2026 |
| ASPIRIANT, LLC | History | Reduced | 14,067 | 422 | 0.01% | 0.02% | 656 | -6,408 | -31.3% | Q4 2025 | Jan 20, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 13,132 | 422 | 0.13% | 0.12% | 657 | +1,024 | 8.46% | Q4 2025 | Jan 16, 2026 |
| Plancorp, LLC | History | Reduced | 13,944 | 419 | 0.01% | 0.01% | 658 | -1,126 | -7.47% | Q4 2025 | Feb 05, 2026 |
| Aspire Capital Advisors LLC | History | No change | 13,965 | 419 | 0.1% | 0.1% | 659 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| RBA Wealth Management, LLC | History | Added to | 13,871 | 417 | 0.14% | 0.14% | 661 | +380 | 2.82% | Q4 2025 | Jan 26, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 13,895 | 417 | 0.36% | 0.36% | 660 | -195 | -1.38% | Q4 2025 | Jan 14, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 13,839 | 416 | 0.23% | 0.24% | 662 | -314 | -2.22% | Q4 2025 | Jan 23, 2026 |
| M&T BANK CORP | History | No change | 13,818 | 415 | 0.0% | 0.0% | 663 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 13,485 | 405 | 0.08% | 0.09% | 664 | -635 | -4.5% | Q4 2025 | Jan 23, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 13,351 | 401 | 0.02% | 0.03% | 665 | +66 | 0.5% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 13,249 | 398 | 0.01% | 0.02% | 666 | -1,011 | -7.09% | Q4 2025 | Feb 06, 2026 |
| MBE Wealth Management, LLC | History | No change | 13,231 | 397 | 0.17% | 0.17% | 667 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Balance Wealth, LLC | History | Reduced | 13,202 | 396 | 0.13% | 0.1% | 668 | -466 | -3.41% | Q4 2025 | Jan 21, 2026 |
| AG Campbell Advisory, LLC | History | New | 13,162 | 395 | 0.25% | — | 670 | +13,162 | New | Q4 2025 | Mar 11, 2026 |
| Falcon Wealth Planning | History | Added to | 13,164 | 395 | 0.03% | 0.03% | 669 | +44 | 0.34% | Q4 2025 | Feb 03, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 13,134 | 394 | 0.02% | 0.02% | 671 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Goldstein Advisors, LLC | History | No change | 13,043 | 392 | 0.04% | 0.05% | 672 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Opus Financial Solutions LLC | History | New | 12,920 | 388 | 0.37% | — | 673 | +12,920 | New | Q4 2025 | Feb 17, 2026 |
| Firestone Capital Management | History | Reduced | 12,885 | 387 | 0.08% | 0.08% | 674 | -327 | -2.48% | Q4 2025 | Feb 09, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 12,731 | 382 | 0.24% | 0.23% | 675 | +731 | 6.09% | Q4 2025 | Feb 04, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 12,630 | 379 | 0.21% | 0.22% | 676 | -464 | -3.54% | Q4 2025 | Jan 12, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 12,591 | 378 | 0.0% | 0.01% | 677 | -1,545 | -10.93% | Q4 2025 | Feb 03, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 12,520 | 376 | 0.03% | 0.04% | 678 | -1,823 | -12.71% | Q4 2025 | Jan 13, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 12,414 | 373 | 0.05% | — | 680 | +12,414 | New | Q4 2025 | Feb 20, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Reduced | 12,431 | 373 | 0.07% | 0.07% | 679 | -440 | -3.42% | Q4 2025 | Feb 10, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 12,381 | 372 | 0.0% | 0.0% | 681 | -115 | -0.92% | Q4 2025 | Feb 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 12,365 | 371 | 0.02% | 0.03% | 682 | -2,992 | -19.48% | Q4 2025 | Jan 13, 2026 |
| SVRN Asset Management, LLC | History | New | 12,279 | 369 | 0.3% | — | 683 | +12,279 | New | Q4 2025 | Feb 13, 2026 |
| Enclave Advisors LLC | History | Reduced | 12,177 | 366 | 0.05% | 0.06% | 684 | -1,525 | -11.13% | Q4 2025 | Jan 14, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 12,164 | 365 | 0.19% | 0.16% | 685 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TSG Advice Partners, LLC | History | New | 12,110 | 364 | 0.06% | — | 687 | +12,110 | New | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 12,000 | 364 | 0.01% | — | 686 | +12,000 | New | Q4 2025 | Feb 13, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 12,004 | 360 | 0.23% | 0.23% | 689 | +194 | 1.64% | Q4 2025 | Feb 05, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 11,995 | 360 | 0.06% | 0.06% | 688 | +150 | 1.27% | Q4 2025 | Jan 23, 2026 |
| VestGen Advisors, LLC | History | Added to | 11,956 | 359 | 0.02% | 0.01% | 692 | +1,250 | 11.68% | Q4 2025 | Feb 17, 2026 |
| Raub Brock Capital Management LP | History | Added to | 11,967 | 359 | 0.08% | 0.08% | 691 | +52 | 0.44% | Q4 2025 | Jan 15, 2026 |
| Busey Bank | History | Reduced | 11,952 | 359 | 0.01% | 0.01% | 690 | -21 | -0.18% | Q4 2025 | Jan 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 11,735 | 353 | 0.04% | 0.04% | 693 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,730 | 352 | 0.0% | 0.0% | 694 | +1,005 | 9.37% | Q4 2025 | Jan 29, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 11,734 | 352 | 0.08% | 0.07% | 695 | +323 | 2.83% | Q4 2025 | Jan 26, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 11,737 | 352 | 0.07% | 0.07% | 696 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,568 | 347 | 0.0% | 0.0% | 698 | +2,325 | 25.15% | Q4 2025 | Jan 29, 2026 |
| MOTCO | History | Reduced | 11,545 | 347 | 0.03% | 0.03% | 697 | -105 | -0.9% | Q4 2025 | Feb 06, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 11,534 | 346 | 0.07% | 0.08% | 700 | -159 | -1.36% | Q4 2025 | Jan 26, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 11,525 | 346 | 0.07% | 0.07% | 699 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kaizen Financial Strategies | History | Added to | 11,481 | 345 | 0.15% | 0.15% | 701 | +50 | 0.44% | Q4 2025 | Jan 21, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 11,446 | 344 | 0.11% | 0.12% | 702 | -34 | -0.3% | Q4 2025 | Jan 08, 2026 |
| Clarity Wealth Advisors, LLC | History | New | 11,348 | 341 | 0.07% | — | 704 | +11,348 | New | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 11,369 | 341 | 0.0% | 0.0% | 703 | -2,488 | -17.95% | Q4 2025 | Feb 12, 2026 |
| Golden Reserve Retirement LLC | History | New | 11,322 | 340 | 0.06% | — | 706 | +11,322 | New | Q4 2025 | Jan 29, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 11,308 | 340 | 0.19% | 0.21% | 705 | -939 | -7.67% | Q4 2025 | Feb 02, 2026 |
| Advyzon Investment Management, LLC | History | No change | 11,301 | 339 | 0.04% | 0.06% | 707 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 11,179 | 336 | 0.0% | 0.0% | 708 | +2,195 | 24.43% | Q4 2025 | Feb 12, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 11,195 | 336 | 0.04% | 0.04% | 709 | -1,675 | -13.01% | Q4 2025 | Mar 03, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 11,173 | 335 | 0.18% | 0.23% | 711 | -3,020 | -21.28% | Q4 2025 | Feb 06, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 11,172 | 335 | 0.02% | 0.03% | 710 | +2 | 0.02% | Q4 2025 | Feb 18, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 11,090 | 333 | 0.02% | 0.02% | 712 | -100 | -0.89% | Q4 2025 | Feb 02, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 11,053 | 332 | 0.23% | 0.24% | 714 | -765 | -6.47% | Q4 2025 | Jan 27, 2026 |
| American Financial Advisors, LLC | History | Added to | 11,073 | 332 | 0.04% | 0.04% | 713 | +150 | 1.37% | Q4 2025 | Feb 03, 2026 |
| Berkeley, Inc | History | Reduced | 10,975 | 330 | 0.1% | 0.12% | 715 | -1,597 | -12.7% | Q4 2025 | Jan 26, 2026 |
| Magnus Financial Group LLC | History | New | 10,922 | 328 | 0.03% | — | 716 | +10,922 | New | Q4 2025 | Jan 07, 2026 |
| SLT Holdings LLC | History | No change | 10,835 | 325 | 0.21% | 0.21% | 717 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 10,785 | 324 | 0.07% | 0.08% | 718 | -984 | -8.36% | Q4 2025 | Feb 05, 2026 |
| Altus Wealth Group LLC | History | Reduced | 10,765 | 323 | 0.13% | 0.16% | 719 | -2,363 | -18.0% | Q4 2025 | Feb 13, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 10,181 | 322 | 0.12% | 0.13% | 720 | -1,033 | -9.21% | Q4 2025 | Feb 05, 2026 |
| HUB Investment Partners, LLC | History | Added to | 10,595 | 318 | 0.01% | 0.01% | 721 | +825 | 8.44% | Q4 2025 | Feb 17, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 10,495 | 315 | 0.04% | 0.04% | 722 | -93 | -0.88% | Q4 2025 | Jan 14, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 10,380 | 312 | 0.05% | 0.05% | 723 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 10,331 | 310 | 0.08% | 0.09% | 724 | -1,236 | -10.69% | Q4 2025 | Jan 02, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 10,299 | 309 | 0.0% | 0.0% | 726 | -10,652 | -50.84% | Q4 2025 | Feb 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 10,308 | 309 | 0.01% | 0.0% | 725 | +795 | 8.36% | Q4 2025 | Jan 28, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 10,272 | 308 | 0.08% | 0.17% | 727 | -12,145 | -54.18% | Q4 2025 | Feb 03, 2026 |
| Next Capital Management LLC | History | New | 10,169 | 305 | 0.1% | — | 728 | +10,169 | New | Q4 2025 | Feb 11, 2026 |
| Advisor OS, LLC | History | Reduced | 10,161 | 305 | 0.02% | 0.03% | 729 | -146 | -1.42% | Q4 2025 | Feb 04, 2026 |
| Apeiron RIA LLC | History | No change | 9,538 | 304 | 0.06% | 0.06% | 730 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Legacy Edge Advisors, LLC | History | New | 10,018 | 301 | 0.03% | — | 731 | +10,018 | New | Q4 2025 | Feb 02, 2026 |
| Colonial Trust Advisors | History | No change | 9,910 | 298 | 0.02% | 0.02% | 732 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XY Planning Network, Inc. | History | Reduced | 9,903 | 297 | 0.05% | 0.11% | 733 | -1,761 | -15.1% | Q4 2025 | Jan 26, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | New | 9,831 | 295 | 0.01% | — | 734 | +9,831 | New | Q4 2025 | Jan 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 9,836 | 295 | 0.0% | 0.0% | 735 | +486 | 5.2% | Q4 2025 | Feb 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 9,800 | 294 | 0.01% | 0.03% | 737 | -10,890 | -52.63% | Q4 2025 | Jan 29, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 9,810 | 294 | 0.1% | 0.11% | 736 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 9,725 | 292 | 0.04% | — | 738 | +9,725 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 9,690 | 291 | 0.02% | 0.03% | 739 | -1,730 | -15.15% | Q4 2025 | Jan 21, 2026 |
| Everstar Asset Management, LLC | History | No change | 9,654 | 290 | 0.16% | 0.16% | 740 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Caldwell Trust Co | History | No change | 9,645 | 290 | 0.03% | 0.03% | 741 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Old Port Advisors | History | Reduced | 9,620 | 289 | 0.07% | 0.07% | 742 | -249 | -2.52% | Q4 2025 | Jan 08, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Added to | 9,595 | 288 | 0.18% | 0.18% | 744 | +159 | 1.69% | Q4 2025 | Jan 12, 2026 |
| Ancora Advisors LLC | History | No change | 9,606 | 288 | 0.01% | 0.01% | 743 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 9,517 | 286 | 0.02% | — | 745 | +9,517 | New | Q4 2025 | Feb 10, 2026 |
| Diversified Trust Co | History | No change | 9,481 | 285 | 0.01% | 0.01% | 746 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 9,474 | 284 | 0.01% | 0.01% | 747 | +10 | 0.11% | Q4 2025 | Feb 11, 2026 |
| FCA CORP /TX | History | Reduced | 9,405 | 282 | 0.08% | 0.08% | 748 | -34 | -0.36% | Q4 2025 | Feb 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 9,336 | 280 | 0.07% | 0.08% | 749 | -444 | -4.54% | Q4 2025 | Feb 27, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 9,331 | 280 | 0.11% | 0.12% | 750 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 9,307 | 279 | 0.02% | 0.02% | 751 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 9,282 | 279 | 0.04% | 0.04% | 752 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AWM CAPITAL, LLC | History | Added to | 9,266 | 278 | 0.03% | 0.02% | 753 | +8 | 0.09% | Q4 2025 | Feb 17, 2026 |
| HEADINVEST, LLC | History | Reduced | 9,186 | 276 | 0.05% | 0.06% | 754 | -204 | -2.17% | Q4 2025 | Feb 02, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 9,167 | 275 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BIP Wealth, LLC | History | Added to | 9,053 | 272 | 0.01% | 0.01% | 756 | +24 | 0.27% | Q4 2025 | Jan 21, 2026 |
| XXI WEALTH, LLC | History | New | 8,916 | 268 | 0.16% | — | 757 | +8,916 | New | Q4 2025 | Feb 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 8,841 | 266 | 0.01% | 0.01% | 758 | -218 | -2.41% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 60,620 | 264 | 0.01% | 0.03% | 759 | +682 | 1.14% | Q4 2025 | Feb 11, 2026 |
| FSA Advisors, Inc. | History | Reduced | 8,800 | 264 | 0.18% | 0.22% | 761 | -471 | -5.08% | Q4 2025 | Feb 02, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 8,806 | 264 | 0.13% | 0.14% | 762 | +39 | 0.44% | Q4 2025 | Feb 11, 2026 |
| Sherman Asset Management, Inc. | History | No change | 8,784 | 264 | 0.22% | 0.22% | 760 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 8,678 | 260 | 0.01% | 0.01% | 763 | +15 | 0.17% | Q4 2025 | Feb 03, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 8,623 | 259 | 0.14% | — | 764 | +8,623 | New | Q4 2025 | Feb 12, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 8,590 | 258 | 0.15% | 0.14% | 765 | +355 | 4.31% | Q4 2025 | Jan 14, 2026 |
| Independent Advisor Alliance | History | Added to | 8,485 | 255 | 0.01% | 0.01% | 766 | +99 | 1.18% | Q4 2025 | Feb 04, 2026 |
| Clayton Financial Group LLC | History | Added to | 8,506 | 255 | 0.13% | 0.18% | 767 | +21 | 0.25% | Q4 2025 | Jan 21, 2026 |
| Directional Asset Management | History | New | 8,419 | 253 | 0.22% | — | 768 | +8,419 | New | Q4 2025 | Jan 29, 2026 |
| Barnett & Company, Inc. | History | Added to | 8,383 | 252 | 0.2% | 0.17% | 769 | +927 | 12.43% | Q4 2025 | Feb 12, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 11,126 | 250 | 0.05% | 0.05% | 770 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Providence Financial Advisors, LLC | History | No change | 8,318 | 250 | 0.25% | 0.23% | 771 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 8,303 | 249 | 0.02% | 0.02% | 772 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 8,225 | 247 | 0.21% | 0.3% | 773 | -3,934 | -32.35% | Q4 2025 | Jan 21, 2026 |
| Portus Wealth Advisors, LLC | History | Reduced | 8,227 | 247 | 0.23% | 0.24% | 774 | -8 | -0.1% | Q4 2025 | Jan 27, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 8,175 | 245 | 0.06% | 0.06% | 775 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 8,049 | 242 | 0.0% | — | 777 | +8,049 | New | Q4 2025 | Feb 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 7,980 | 242 | 0.0% | 0.0% | 776 | +2,100 | 35.71% | Q4 2025 | Feb 03, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 8,064 | 242 | 0.01% | 0.01% | 778 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Avion Wealth | History | Added to | 8,046 | 241 | 0.05% | 0.05% | 780 | +2 | 0.02% | Q4 2025 | Jan 23, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 8,038 | 241 | 0.12% | 0.12% | 779 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 7,955 | 239 | 0.03% | 0.03% | 781 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Robbins Farley | History | Added to | 7,935 | 238 | 0.11% | 0.09% | 782 | +660 | 9.07% | Q4 2025 | Jan 23, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Added to | 7,914 | 237 | 0.05% | 0.04% | 783 | +458 | 6.14% | Q4 2025 | Feb 10, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 7,903 | 237 | 0.04% | 0.04% | 786 | -202 | -2.49% | Q4 2025 | Jan 27, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 7,892 | 237 | 0.01% | 0.01% | 787 | +28 | 0.36% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 7,893 | 237 | 0.01% | 0.01% | 784 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Family Manage LLC | History | No change | 7,896 | 237 | 0.03% | 0.03% | 785 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 7,844 | 236 | 0.02% | 0.02% | 788 | -133 | -1.67% | Q4 2025 | Jan 09, 2026 |
| One Day In July LLC | History | No change | 7,875 | 236 | 0.02% | 0.02% | 789 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| American Trust | History | Reduced | 7,750 | 233 | 0.02% | 0.03% | 790 | -2,981 | -27.78% | Q4 2025 | Feb 17, 2026 |
| Advisors Capital Management, LLC | History | New | 7,719 | 232 | 0.0% | — | 791 | +7,719 | New | Q4 2025 | Jan 29, 2026 |
| Heirloom Wealth Management | History | No change | 7,748 | 232 | 0.05% | 0.06% | 792 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 7,691 | 231 | 0.0% | 0.0% | 793 | +5 | 0.07% | Q4 2025 | Feb 05, 2026 |
| LCNB CORP | History | No change | 7,680 | 230 | 0.08% | 0.08% | 794 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Moors & Cabot, Inc. | History | New | 7,620 | 229 | 0.01% | — | 795 | +7,620 | New | Q4 2025 | Feb 10, 2026 |
| MOR Wealth Management, LLC | History | New | 7,506 | 225 | 0.1% | — | 797 | +7,506 | New | Q4 2025 | Jan 15, 2026 |
| Osprey Private Wealth LLC | History | No change | 7,503 | 225 | 0.06% | 0.08% | 796 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 7,439 | 223 | 0.01% | 0.02% | 798 | -3,118 | -29.53% | Q4 2025 | Jan 29, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 7,428 | 223 | 0.0% | 0.0% | 800 | -672 | -8.3% | Q4 2025 | Feb 12, 2026 |
| Charles Schwab Trust Co | History | No change | 7,428 | 223 | 0.01% | 0.01% | 799 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |