SCHWAB STRATEGIC TRUST - SCHR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 238,259,660 | 5,975,552 | 0.93% | 0.92% | 1 | +10,065,870 | 4.41% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 17,081,168 | 428,396 | 0.07% | — | 2 | +17,081,168 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 13,848,002 | 347,314 | 0.08% | 0.08% | 3 | +166,354 | 1.22% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 7,250,566 | 181,844 | 0.16% | 0.2% | 4 | -1,363,069 | -15.82% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,200,552 | 130,429 | 0.01% | 0.01% | 5 | +303,810 | 6.2% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,172,220 | 129,719 | 0.01% | 0.01% | 6 | +1,018,450 | 24.52% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 4,029,634 | 101,063 | 0.77% | 0.59% | 7 | +1,280,247 | 46.56% | Q4 2025 | Jan 14, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 3,762,996 | 94,375 | 21.95% | 22.24% | 8 | +106,603 | 2.92% | Q4 2025 | Jan 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 3,656,158 | 91,696 | 10.35% | 10.22% | 9 | +203,477 | 5.89% | Q4 2025 | Jan 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,418,635 | 85,739 | 0.03% | 0.03% | 10 | -217,753 | -5.99% | Q4 2025 | Feb 10, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 3,173,904 | 79,601 | 12.61% | 12.29% | 11 | +250,341 | 8.56% | Q4 2025 | Jan 16, 2026 |
| STATE STREET CORP | History | No change | 2,900,000 | 72,732 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 2,867,615 | 71,919 | 3.95% | 3.88% | 13 | +218,686 | 8.26% | Q4 2025 | Jan 29, 2026 |
| Crane Advisory, LLC | History | Added to | 2,783,217 | 69,775 | 10.55% | 7.12% | 14 | +976,360 | 54.04% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,680,531 | 67,281 | 0.09% | 0.09% | 15 | +360,557 | 15.54% | Q4 2025 | Jan 08, 2026 |
| Cerity Partners LLC | History | Reduced | 2,470,418 | 61,958 | 0.09% | 0.12% | 16 | -417,873 | -14.47% | Q4 2025 | Feb 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 2,174,011 | 54,524 | 1.98% | 1.94% | 17 | +122,074 | 5.95% | Q4 2025 | Feb 02, 2026 |
| AlphaQuest LLC | History | Added to | 1,921,346 | 48,187 | 2.7% | 0.42% | 18 | +1,662,992 | 643.69% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 1,899,665 | 47,643 | 0.01% | 0.01% | 19 | +337,069 | 21.57% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,769,599 | 44,381 | 0.56% | 0.57% | 20 | +55,582 | 3.24% | Q4 2025 | Feb 09, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 1,768,966 | 44,365 | 6.34% | 6.6% | 21 | -125,968 | -6.65% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Added to | 1,747,388 | 43,824 | 0.0% | 0.0% | 22 | +404,534 | 30.12% | Q4 2025 | Feb 13, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,590,182 | 39,882 | 1.09% | 1.05% | 23 | +98,241 | 6.58% | Q4 2025 | Feb 06, 2026 |
| FLC Capital Advisors | History | Added to | 1,545,245 | 38,754 | 7.15% | 7.12% | 24 | +82,407 | 5.63% | Q4 2025 | Feb 11, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 1,416,984 | 35,537 | 2.66% | 2.48% | 25 | +137,856 | 10.78% | Q4 2025 | Jan 16, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,355,420 | 33,993 | 0.05% | 0.05% | 26 | +94,846 | 7.52% | Q4 2025 | Feb 13, 2026 |
| Beacon Wealthcare LLC | History | Added to | 1,345,645 | 33,748 | 11.59% | 11.22% | 27 | +75,082 | 5.91% | Q4 2025 | Jan 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 1,343,014 | 33,682 | 0.18% | 0.16% | 28 | +179,863 | 15.46% | Q4 2025 | Jan 12, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 1,336,122 | 33,509 | 13.13% | 0.3% | 29 | +1,309,980 | 5011.02% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 1,221,356 | 30,631 | 1.02% | 0.98% | 30 | +77,989 | 6.82% | Q4 2025 | Feb 09, 2026 |
| High Probability Advisors, LLC | History | Added to | 1,198,687 | 30,063 | 4.01% | 4.11% | 31 | +6,915 | 0.58% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,151,871 | 28,888 | 0.01% | 0.0% | 32 | +181,086 | 18.65% | Q4 2025 | Feb 13, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 1,138,809 | 28,561 | 5.43% | 5.61% | 33 | -303 | -0.03% | Q4 2025 | Jan 21, 2026 |
| Madison Asset Management, LLC | History | Reduced | 1,132,088 | 28,392 | 0.33% | 0.32% | 34 | -7,267 | -0.64% | Q4 2025 | Feb 04, 2026 |
| Stokes Family Office, LLC | History | Added to | 1,122,390 | 28,149 | 2.57% | 2.66% | 35 | +7,848 | 0.7% | Q4 2025 | Feb 18, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 1,122,315 | 28,148 | 1.5% | 1.59% | 36 | -51,608 | -4.4% | Q4 2025 | Jan 15, 2026 |
| Creative Planning | History | Reduced | 1,074,779 | 26,955 | 0.02% | 0.02% | 37 | -43,908 | -3.92% | Q4 2025 | Feb 17, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 1,064,666 | 26,701 | 2.08% | 2.17% | 38 | +3,939 | 0.37% | Q4 2025 | Jan 23, 2026 |
| Midwest Trust Co | History | Added to | 960,038 | 24,077 | 0.3% | 0.29% | 39 | +65,660 | 7.34% | Q4 2025 | Feb 04, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 951,629 | 23,866 | 1.71% | 1.68% | 40 | +47,658 | 5.27% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 934,939 | 23,448 | 0.1% | — | 41 | +934,939 | New | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 915,996 | 22,973 | 0.03% | 0.02% | 42 | +113,232 | 14.11% | Q4 2025 | Feb 17, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 871,230 | 21,850 | 7.13% | 6.88% | 43 | +53,965 | 6.6% | Q4 2025 | Feb 02, 2026 |
| HC Advisors, LLC | History | Added to | 857,670 | 21,510 | 14.88% | 14.67% | 44 | +27,006 | 3.25% | Q4 2025 | Feb 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 831,357 | 20,867 | 0.97% | 1.07% | 45 | +90,189 | 12.17% | Q4 2025 | Feb 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 722,546 | 18,121 | 0.47% | 0.46% | 46 | +4,474 | 0.62% | Q4 2025 | Jan 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 717,517 | 17,995 | 0.01% | 0.01% | 47 | +92,728 | 14.84% | Q4 2025 | Feb 17, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Added to | 694,837 | 17,426 | 5.25% | 5.22% | 48 | +30,400 | 4.58% | Q4 2025 | Jan 30, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 675,334 | 16,937 | 4.61% | 4.21% | 49 | +91,143 | 15.6% | Q4 2025 | Jan 28, 2026 |
| One Degree Advisors Inc | History | Added to | 650,156 | 16,305 | 4.48% | 2.5% | 50 | +325,923 | 100.52% | Q4 2025 | Feb 06, 2026 |
| SWS Partners | History | Added to | 646,305 | 16,209 | 3.91% | 3.83% | 51 | +21,743 | 3.48% | Q4 2025 | Jan 16, 2026 |
| Altiora Financial Group, LLC | History | Added to | 644,296 | 16,158 | 2.78% | 2.92% | 52 | +9,049 | 1.42% | Q4 2025 | Feb 12, 2026 |
| Marshall Financial Group, LLC | History | Added to | 634,381 | 15,910 | 3.09% | 2.93% | 53 | +36,267 | 6.06% | Q4 2025 | Jan 09, 2026 |
| Summit Financial, LLC | History | Added to | 612,874 | 15,370 | 0.23% | 0.23% | 54 | +6,719 | 1.11% | Q4 2025 | Feb 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 599,016 | 15,023 | 1.01% | 0.94% | 55 | +74,529 | 14.21% | Q4 2025 | Jan 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 553,187 | 13,873 | 0.03% | 0.03% | 56 | +142,216 | 34.6% | Q4 2025 | Feb 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 553,053 | 13,870 | 0.44% | 0.46% | 57 | -6,551 | -1.17% | Q4 2025 | Jan 30, 2026 |
| Downshift Financial, LLC | History | New | 544,824 | 13,656 | 8.42% | — | 58 | +544,824 | New | Q4 2025 | Mar 11, 2026 |
| BlackRock, Inc. | History | Reduced | 528,917 | 13,265 | 0.0% | 0.0% | 59 | -138,049 | -20.7% | Q4 2025 | Feb 12, 2026 |
| Vident Advisory, LLC | History | Reduced | 504,391 | 12,650 | 0.12% | 0.13% | 60 | -34,584 | -6.42% | Q4 2025 | Feb 18, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 500,038 | 12,540 | 0.0% | 0.0% | 61 | +29,842 | 6.35% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 495,510 | 12,427 | 0.0% | 0.0% | 62 | +107,171 | 27.6% | Q4 2025 | Feb 12, 2026 |
| Holcombe Financial, Inc. | History | Added to | 479,198 | 12,018 | 7.55% | 8.14% | 63 | +15,293 | 3.3% | Q4 2025 | Jan 27, 2026 |
| McAdam, LLC | History | Added to | 462,300 | 11,594 | 0.53% | 0.51% | 64 | +53,258 | 13.02% | Q4 2025 | Feb 13, 2026 |
| WorthPointe, LLC | History | Added to | 459,503 | 11,524 | 3.03% | 0.44% | 65 | +413,291 | 894.34% | Q4 2025 | Jan 26, 2026 |
| Fiduciary Alliance LLC | History | Added to | 446,840 | 11,206 | 0.73% | 0.72% | 66 | +19,434 | 4.55% | Q4 2025 | Jan 22, 2026 |
| Walker Financial Services, Inc. | History | Added to | 443,050 | 11,111 | 4.03% | 3.46% | 67 | +89,136 | 25.19% | Q4 2025 | Jan 28, 2026 |
| White Pine Investment CO | History | Added to | 436,376 | 10,944 | 2.58% | 2.42% | 68 | +29,800 | 7.33% | Q4 2025 | Jan 28, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 433,231 | 10,862 | 1.51% | 1.7% | 69 | +5,243 | 1.23% | Q4 2025 | Jan 21, 2026 |
| Attessa Capital LLC | History | Added to | 425,498 | 10,671 | 5.83% | 5.9% | 70 | +27,583 | 6.93% | Q4 2025 | Jan 06, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 423,222 | 10,614 | 3.85% | 3.38% | 71 | +76,030 | 21.9% | Q4 2025 | Jan 15, 2026 |
| UBS Group AG | History | Added to | 417,692 | 10,475 | 0.0% | 0.0% | 72 | +121,643 | 41.09% | Q4 2025 | Jan 29, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 415,988 | 10,432 | 1.95% | 1.9% | 73 | +40,061 | 10.66% | Q4 2025 | Jan 30, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 409,397 | 10,251 | 1.18% | 1.21% | 74 | +16,261 | 4.14% | Q4 2025 | Feb 03, 2026 |
| Valmark Advisers, Inc. | History | Added to | 406,557 | 10,196 | 0.13% | 0.11% | 75 | +74,294 | 22.36% | Q4 2025 | Jan 26, 2026 |
| ADVOCATE GROUP LLC | History | Added to | 405,405 | 10,167 | 1.64% | 1.39% | 76 | +69,007 | 20.51% | Q4 2025 | Jan 20, 2026 |
| Archer Investment Management, LLC | History | Reduced | 404,578 | 10,146 | 5.46% | 9.0% | 77 | -178,624 | -30.63% | Q4 2025 | Jan 12, 2026 |
| Clarity Wealth Development LLC | History | Added to | 386,777 | 9,700 | 8.21% | 7.92% | 78 | +39,909 | 11.51% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 382,811 | 9,600 | 0.0% | 0.0% | 79 | +12,401 | 3.35% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 379,249 | 9,511 | 0.01% | 0.01% | 80 | +19,211 | 5.34% | Q4 2025 | Feb 12, 2026 |
| Darrow Company, Inc. | History | Added to | 374,105 | 9,382 | 4.22% | 4.13% | 81 | +22,577 | 6.42% | Q4 2025 | Jan 27, 2026 |
| Act Two Investors LLC | History | Reduced | 368,270 | 9,236 | 1.66% | 1.64% | 82 | -494 | -0.13% | Q4 2025 | Feb 10, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 352,896 | 8,850 | 7.28% | 7.49% | 83 | +51,530 | 17.1% | Q4 2025 | Feb 02, 2026 |
| Centric Wealth Management | History | Added to | 338,266 | 8,436 | 1.78% | 1.87% | 84 | +5,279 | 1.59% | Q4 2025 | Feb 04, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 331,741 | 8,320 | 1.08% | 1.13% | 85 | +820 | 0.25% | Q4 2025 | Feb 05, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 326,375 | 8,185 | 1.26% | 1.88% | 86 | -142,131 | -30.34% | Q4 2025 | Jan 12, 2026 |
| Payne Capital LLC | History | Added to | 324,798 | 8,145 | 8.29% | 8.19% | 87 | +3,373 | 1.05% | Q4 2025 | Jan 20, 2026 |
| Kelly Financial Services LLC | History | Added to | 324,019 | 8,126 | 2.04% | 1.76% | 88 | +53,600 | 19.82% | Q4 2025 | Jan 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 312,610 | 7,839 | 0.09% | 0.08% | 89 | +28,144 | 9.89% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Wealth | History | Added to | 309,545 | 7,763 | 0.01% | 0.01% | 90 | +66,896 | 27.57% | Q4 2025 | Feb 13, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 276,867 | 6,943 | 0.12% | 0.12% | 91 | +21,847 | 8.57% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 273,637 | 6,863 | 0.01% | 0.01% | 92 | -2,692 | -0.97% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 261,637 | 6,562 | 0.02% | 0.02% | 93 | +24,039 | 10.12% | Q4 2025 | Feb 05, 2026 |
| Cooke Wealth Management, LLC | History | New | 252,010 | 6,333 | 5.53% | — | 94 | +252,010 | New | Q4 2025 | Jan 21, 2026 |
| Mariner, LLC | History | Added to | 252,143 | 6,323 | 0.01% | 0.01% | 95 | +6,665 | 2.72% | Q4 2025 | Feb 13, 2026 |
| DOCK STREET ASSET MANAGEMENT INC | History | New | 245,140 | 6,148 | 0.56% | — | 96 | +245,140 | New | Q4 2025 | Jan 15, 2026 |
| Maridea Wealth Management LLC | History | Added to | 244,761 | 6,138 | 0.92% | 0.76% | 97 | +52,301 | 27.17% | Q4 2025 | Jan 08, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 242,866 | 6,091 | 0.29% | 0.37% | 98 | -61,761 | -20.27% | Q4 2025 | Jan 20, 2026 |
| Cloud Capital Management, LLC | History | Added to | 238,791 | 5,988 | 2.83% | 2.19% | 99 | +73,174 | 44.18% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 236,312 | 5,926 | 0.02% | 0.02% | 100 | +38,234 | 19.3% | Q4 2025 | Feb 13, 2026 |
| BLVD Private Wealth, LLC | History | Added to | 235,611 | 5,909 | 5.14% | 4.59% | 101 | +22,888 | 10.76% | Q4 2025 | Jan 27, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 225,195 | 5,647 | 2.83% | 2.14% | 102 | +66,928 | 42.29% | Q4 2025 | Feb 06, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 224,809 | 5,638 | 1.88% | 0.7% | 103 | +145,370 | 183.0% | Q4 2025 | Jan 26, 2026 |
| MYECFO, LLC | History | Added to | 222,365 | 5,576 | 2.37% | 2.32% | 104 | +19,117 | 9.41% | Q4 2025 | Jan 12, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 219,597 | 5,507 | 1.01% | 0.99% | 105 | -1,819 | -0.82% | Q4 2025 | Feb 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 216,775 | 5,436 | 0.07% | 0.07% | 106 | +24,777 | 12.9% | Q4 2025 | Feb 10, 2026 |
| WT Wealth Management | History | Added to | 215,408 | 5,402 | 1.55% | 1.53% | 107 | +4,040 | 1.91% | Q4 2025 | Feb 02, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 214,708 | 5,384 | 2.3% | 2.29% | 108 | +2,589 | 1.22% | Q4 2025 | Jan 22, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 210,923 | 5,289 | 1.91% | 2.03% | 109 | -13,017 | -5.81% | Q4 2025 | Jan 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 210,601 | 5,269 | 0.17% | 0.12% | 110 | +64,633 | 44.28% | Q4 2025 | Jan 23, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 206,667 | 5,183 | 3.13% | 3.23% | 111 | -3,910 | -1.86% | Q4 2025 | Feb 10, 2026 |
| Code Waechter LLC | History | Reduced | 205,411 | 5,151 | 3.31% | 3.41% | 112 | -1,660 | -0.8% | Q4 2025 | Jan 26, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 204,474 | 5,128 | 3.26% | 3.37% | 113 | +4,245 | 2.12% | Q4 2025 | Feb 04, 2026 |
| LIBRA WEALTH LLC | History | Reduced | 202,043 | 5,067 | 1.42% | 1.53% | 114 | -200 | -0.1% | Q4 2025 | Jan 28, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 185,640 | 4,655 | 0.52% | 0.39% | 115 | +53,172 | 40.14% | Q4 2025 | Jan 08, 2026 |
| Modus Advisors, LLC | History | Added to | 184,650 | 4,631 | 1.22% | 1.21% | 116 | +7,423 | 4.19% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 182,823 | 4,585 | 0.01% | 0.0% | 117 | +137,529 | 303.64% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 179,917 | 4,512 | 0.01% | 0.02% | 118 | -72,852 | -28.82% | Q4 2025 | Jan 26, 2026 |
| Hilltop Partners LLC | History | Reduced | 175,530 | 4,402 | 1.13% | 1.32% | 119 | -451 | -0.26% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 171,110 | 4,291 | 0.0% | 0.0% | 120 | +4,622 | 2.78% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 170,000 | 4,263 | 0.0% | 0.0% | 121 | +109,700 | 181.92% | Q4 2025 | Feb 10, 2026 |
| North Forty Two & Co. | History | Reduced | 169,122 | 4,241 | 4.0% | 4.4% | 122 | -10,344 | -5.76% | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 166,952 | 4,187 | 0.14% | 0.15% | 123 | +32,987 | 24.62% | Q4 2025 | Jan 20, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 166,767 | 4,182 | 2.55% | 2.4% | 124 | +14,867 | 9.79% | Q4 2025 | Jan 22, 2026 |
| SYM FINANCIAL Corp | History | Added to | 153,907 | 3,859 | 0.4% | 0.41% | 125 | +1,215 | 0.8% | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 152,375 | 3,821 | 0.18% | 0.16% | 126 | +18,374 | 13.71% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 150,744 | 3,780 | 0.0% | 0.0% | 127 | +21,383 | 16.53% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 150,529 | 3,775 | 0.01% | 0.01% | 128 | +5,869 | 4.06% | Q4 2025 | Jan 23, 2026 |
| Inspire Advisors, LLC | History | Reduced | 149,606 | 3,752 | 0.35% | 0.51% | 129 | -64,183 | -30.02% | Q4 2025 | Feb 13, 2026 |
| Columbus Macro, LLC | History | Added to | 144,674 | 3,628 | 0.4% | 0.38% | 130 | +11,659 | 8.77% | Q4 2025 | Jan 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 141,759 | 3,555 | 0.09% | 0.0% | 131 | +141,692 | 211480.6% | Q4 2025 | Feb 17, 2026 |
| Farrow Financial, Inc. | History | Added to | 140,842 | 3,532 | 2.03% | 0.12% | 132 | +132,827 | 1657.23% | Q4 2025 | Jan 27, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 137,820 | 3,456 | 0.78% | 0.68% | 133 | +16,028 | 13.16% | Q4 2025 | Jan 21, 2026 |
| Keystone Global Partners, LLC | History | Added to | 135,989 | 3,410 | 1.5% | 0.69% | 134 | +82,236 | 152.99% | Q4 2025 | Jan 14, 2026 |
| JDM Financial Group LLC | History | New | 135,762 | 3,404 | 1.32% | — | 135 | +135,762 | New | Q4 2025 | Feb 02, 2026 |
| Addison Advisors LLC | History | Reduced | 132,019 | 3,311 | 0.74% | 0.77% | 136 | -115 | -0.09% | Q4 2025 | Feb 06, 2026 |
| Csenge Advisory Group | History | Added to | 130,535 | 3,273 | 0.15% | 0.14% | 137 | +16,129 | 14.1% | Q4 2025 | Feb 06, 2026 |
| SCS Capital Management LLC | History | Reduced | 127,006 | 3,185 | 0.03% | 0.04% | 138 | -8,560 | -6.31% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 122,783 | 3,079 | 0.01% | 0.01% | 139 | +12,141 | 10.97% | Q4 2025 | Feb 17, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Added to | 120,015 | 3,009 | 0.2% | 0.19% | 140 | +5,648 | 4.94% | Q4 2025 | Jan 27, 2026 |
| Vise Technologies, Inc. | History | Added to | 116,159 | 2,913 | 0.06% | 0.1% | 141 | +6,833 | 6.25% | Q4 2025 | Feb 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 115,687 | 2,901 | 0.09% | 0.08% | 142 | +1,123 | 0.98% | Q4 2025 | Jan 09, 2026 |
| Williams Financial, LLC | History | New | 113,341 | 2,842 | 1.64% | — | 143 | +113,341 | New | Q4 2025 | Feb 02, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 113,110 | 2,836 | 1.21% | 4.97% | 144 | -358,697 | -76.03% | Q4 2025 | Feb 10, 2026 |
| Hendershot Investments Inc. | History | Reduced | 112,683 | 2,826 | 0.36% | 0.37% | 145 | -3,881 | -3.33% | Q4 2025 | Jan 26, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 112,584 | 2,823 | 1.73% | 1.51% | 146 | +18,376 | 19.51% | Q4 2025 | Jan 26, 2026 |
| Pflug Koory, LLC | History | Added to | 112,062 | 2,810 | 1.31% | 1.27% | 147 | +5,129 | 4.8% | Q4 2025 | Jan 20, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | Added to | 111,105 | 2,786 | 0.33% | 0.06% | 148 | +91,780 | 474.93% | Q4 2025 | Jan 20, 2026 |
| Compound Planning, Inc. | History | Reduced | 110,766 | 2,778 | 0.08% | 0.09% | 149 | -419 | -0.38% | Q4 2025 | Feb 19, 2026 |
| Greenline Partners, LLC | History | Reduced | 109,573 | 2,748 | 0.31% | 0.38% | 150 | -14,187 | -11.46% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 108,943 | 2,732 | 0.0% | — | 151 | +108,943 | New | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 108,387 | 2,718 | 0.17% | 0.18% | 152 | +77 | 0.07% | Q4 2025 | Feb 06, 2026 |
| Fermata Advisors, LLC | History | Reduced | 106,899 | 2,681 | 0.64% | 0.75% | 153 | -11,573 | -9.77% | Q4 2025 | Jan 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 106,455 | 2,669 | 0.08% | 0.08% | 154 | -3,770 | -3.42% | Q4 2025 | Jan 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 106,017 | 2,658 | 0.03% | 0.03% | 155 | -8,299 | -7.26% | Q4 2025 | Jan 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 105,150 | 2,637 | 0.02% | 0.02% | 156 | +23,065 | 28.1% | Q4 2025 | Jan 05, 2026 |
| Spire Wealth Management | History | Added to | 104,560 | 2,622 | 0.09% | 0.09% | 157 | +505 | 0.49% | Q4 2025 | Jan 14, 2026 |
| Adams Wealth Management | History | Reduced | 102,455 | 2,569 | 0.55% | 0.56% | 158 | -766 | -0.74% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | Reduced | 102,455 | 2,569 | 0.48% | 0.52% | 159 | -766 | -0.74% | Q4 2025 | Feb 18, 2026 |
| Mendota Financial Group, LLC | History | Added to | 99,642 | 2,499 | 1.82% | 1.73% | 160 | +7,536 | 8.18% | Q4 2025 | Jan 20, 2026 |
| Savant Capital, LLC | History | Reduced | 98,869 | 2,479 | 0.01% | 0.02% | 161 | -2,140 | -2.12% | Q4 2025 | Feb 10, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 97,063 | 2,433 | 0.71% | 0.68% | 162 | +13,080 | 15.57% | Q4 2025 | Jan 06, 2026 |
| COMERICA BANK | History | Reduced | 96,482 | 2,419 | 0.01% | 0.01% | 163 | -11,493 | -10.64% | Q4 2025 | Jan 29, 2026 |
| Barden Capital Management, Inc. | History | Added to | 95,798 | 2,402 | 1.97% | 1.77% | 164 | +11,232 | 13.28% | Q4 2025 | Jan 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 94,453 | 2,368 | 0.04% | 0.04% | 165 | +6,646 | 7.57% | Q4 2025 | Feb 12, 2026 |
| Kaizen Financial Strategies | History | Added to | 93,542 | 2,346 | 1.03% | 0.93% | 166 | +11,597 | 14.15% | Q4 2025 | Jan 21, 2026 |
| Passive Capital Management, LLC. | History | Added to | 92,914 | 2,330 | 0.73% | 0.75% | 167 | +1,233 | 1.34% | Q4 2025 | Feb 05, 2026 |
| GenWealth Group, Inc. | History | Added to | 92,330 | 2,317 | 0.4% | 0.43% | 168 | +1,205 | 1.32% | Q4 2025 | Jan 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 88,729 | 2,225 | 0.0% | 0.0% | 169 | +14,234 | 19.11% | Q4 2025 | Feb 12, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 87,844 | 2,203 | 0.08% | 0.08% | 170 | -5,025 | -5.41% | Q4 2025 | Jan 12, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 87,183 | 2,186 | 0.56% | 0.58% | 171 | +633 | 0.73% | Q4 2025 | Jan 23, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 87,058 | 2,183 | 0.37% | 0.35% | 172 | +7,109 | 8.89% | Q4 2025 | Feb 09, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 85,638 | 2,147 | 0.61% | 0.73% | 173 | -18,591 | -17.84% | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 84,389 | 2,116 | 0.04% | 0.04% | 174 | +731 | 0.87% | Q4 2025 | Jan 16, 2026 |
| Johnson Financial Group, LLC | History | Added to | 83,767 | 2,100 | 0.13% | 0.06% | 175 | +57,451 | 218.31% | Q4 2025 | Feb 10, 2026 |
| Enstar Group LTD | History | No change | 83,500 | 2,094 | 0.81% | 0.78% | 176 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 83,077 | 2,082 | 0.0% | 0.0% | 177 | +3,191 | 3.99% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 82,168 | 2,060 | 0.15% | 0.14% | 178 | +11,058 | 15.55% | Q4 2025 | Jan 29, 2026 |
| Charles Schwab Trust Co | History | Added to | 81,300 | 2,039 | 0.13% | 0.13% | 179 | +4,307 | 5.59% | Q4 2025 | Jan 09, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 79,957 | 2,005 | 0.86% | — | 180 | +79,957 | New | Q4 2025 | Feb 24, 2026 |
| HARTLINE INVESTMENT CORP/ | History | New | 79,700 | 1,998 | 0.22% | — | 181 | +79,700 | New | Q4 2025 | Feb 09, 2026 |
| Nova R Wealth, Inc. | History | New | 79,347 | 1,990 | 0.73% | — | 182 | +79,347 | New | Q4 2025 | Jan 14, 2026 |
| WBH ADVISORY INC | History | Added to | 78,829 | 1,977 | 0.15% | 0.11% | 183 | +21,445 | 37.37% | Q4 2025 | Jan 26, 2026 |
| MilWealth Group LLC | History | No change | 77,302 | 1,938 | 0.46% | 0.47% | 184 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Betterment LLC | History | Added to | 75,483 | 1,893 | 0.0% | 0.0% | 185 | +7,709 | 11.37% | Q4 2025 | Feb 12, 2026 |
| GTS SECURITIES LLC | History | New | 74,725 | 1,874 | 0.06% | — | 186 | +74,725 | New | Q4 2025 | Feb 13, 2026 |
| Ethos Financial Group, LLC | History | Added to | 74,733 | 1,874 | 0.14% | 0.09% | 187 | +27,425 | 57.97% | Q4 2025 | Jan 20, 2026 |
| AE Wealth Management LLC | History | Added to | 73,385 | 1,840 | 0.01% | 0.01% | 188 | +3,355 | 4.79% | Q4 2025 | Jan 26, 2026 |
| Rede Wealth, LLC | History | New | 72,734 | 1,824 | 0.63% | — | 189 | +72,734 | New | Q4 2025 | Jan 23, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 69,557 | 1,744 | 0.0% | 0.0% | 190 | -3,662 | -5.0% | Q4 2025 | Feb 10, 2026 |
| Successful Portfolios LLC | History | Added to | 69,483 | 1,742 | 0.89% | 0.94% | 191 | +5,125 | 7.96% | Q4 2025 | Jan 23, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 65,654 | 1,646 | 0.92% | 0.94% | 192 | +525 | 0.81% | Q4 2025 | Feb 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 63,112 | 1,582 | 0.27% | 0.22% | 193 | +12,789 | 25.41% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 61,921 | 1,552 | 0.01% | 0.0% | 194 | +28,239 | 83.84% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 58,718 | 1,472 | 0.02% | 0.02% | 195 | -1,671 | -2.77% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | Reduced | 58,061 | 1,456 | 0.01% | 0.02% | 196 | -9,850 | -14.5% | Q4 2025 | Feb 17, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Reduced | 56,595 | 1,419 | 1.11% | 1.07% | 197 | -55 | -0.1% | Q4 2025 | Jan 07, 2026 |
| IFP Advisors, Inc | History | Added to | 55,937 | 1,402 | 0.03% | 0.03% | 198 | +15,464 | 38.21% | Q4 2025 | Feb 06, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 55,719 | 1,397 | 0.09% | 0.09% | 199 | +240 | 0.43% | Q4 2025 | Jan 22, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 54,895 | 1,376 | 1.66% | 1.91% | 200 | -8,749 | -13.75% | Q4 2025 | Feb 17, 2026 |
| Eagle Strategies LLC | History | Added to | 54,326 | 1,362 | 0.17% | 0.17% | 201 | +3,269 | 6.4% | Q4 2025 | Jan 23, 2026 |
| Brookstone Capital Management | History | Reduced | 52,782 | 1,323 | 0.02% | 0.02% | 202 | -7,096 | -11.85% | Q4 2025 | Jan 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 51,340 | 1,287 | 0.05% | 0.05% | 203 | +3,473 | 7.26% | Q4 2025 | Feb 09, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 50,958 | 1,278 | 0.5% | 0.42% | 204 | +9,073 | 21.66% | Q4 2025 | Jan 26, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 50,629 | 1,269 | 0.58% | 0.56% | 205 | +3,608 | 7.67% | Q4 2025 | Jan 12, 2026 |
| Hidden Cove Wealth Management, LLC | History | New | 49,462 | 1,240 | 0.8% | — | 206 | +49,462 | New | Q4 2025 | Feb 02, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 49,160 | 1,232 | 0.11% | 0.16% | 207 | -23,420 | -32.27% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 49,032 | 1,230 | 0.0% | 0.0% | 208 | +2,554 | 5.5% | Q4 2025 | Feb 11, 2026 |
| Asset Management Group, Inc. | History | Added to | 49,049 | 1,230 | 0.2% | 0.2% | 209 | +560 | 1.15% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 49,008 | 1,229 | 0.73% | 0.72% | 210 | +8,352 | 20.54% | Q4 2025 | Feb 11, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 48,232 | 1,209 | 0.22% | 0.22% | 211 | +1,825 | 3.93% | Q4 2025 | Feb 09, 2026 |
| Belpointe Asset Management LLC | History | Added to | 48,152 | 1,207 | 0.04% | 0.05% | 212 | +119 | 0.25% | Q4 2025 | Jan 27, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 48,049 | 1,205 | 0.07% | 0.07% | 213 | +3,388 | 7.59% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 47,742 | 1,197 | 0.0% | 0.0% | 214 | -4,183 | -8.06% | Q4 2025 | Feb 18, 2026 |
| Diligent Investors, LLC | History | Reduced | 46,445 | 1,164 | 0.29% | 0.31% | 215 | -1,644 | -3.42% | Q4 2025 | Jan 23, 2026 |
| Venture Visionary Partners LLC | History | Added to | 46,443 | 1,164 | 0.04% | 0.04% | 216 | +546 | 1.19% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 46,125 | 1,156 | 0.08% | 0.08% | 217 | +1,309 | 2.92% | Q4 2025 | Jan 23, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 45,841 | 1,149 | 0.07% | 0.07% | 218 | +1,431 | 3.22% | Q4 2025 | Feb 03, 2026 |
| Waycross Investment Management Co | History | No change | 45,646 | 1,144 | 1.01% | 1.17% | 219 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 45,070 | 1,130 | 0.75% | 0.81% | 220 | -2,405 | -5.07% | Q4 2025 | Feb 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 45,000 | 1,128 | 0.0% | 0.01% | 221 | -108,900 | -70.76% | Q4 2025 | Feb 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 44,874 | 1,125 | 0.0% | — | 222 | +44,874 | New | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 44,289 | 1,110 | 0.02% | 0.03% | 223 | -4,403 | -9.04% | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 44,036 | 1,104 | 0.0% | 0.0% | 224 | +11,940 | 37.2% | Q4 2025 | Feb 06, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 43,903 | 1,101 | 0.08% | 0.08% | 225 | -752 | -1.68% | Q4 2025 | Jan 23, 2026 |
| Simplicity Wealth,LLC | History | Added to | 43,882 | 1,100 | 0.07% | 0.06% | 226 | +2,425 | 5.85% | Q4 2025 | Jan 30, 2026 |
| StoneX Group Inc. | History | Added to | 43,698 | 1,095 | 0.05% | 0.04% | 227 | +10,237 | 30.59% | Q4 2025 | Feb 12, 2026 |
| GWN SECURITIES INC. | History | Added to | 43,416 | 1,088 | 0.22% | 0.18% | 228 | +12,973 | 42.61% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 43,144 | 1,082 | 0.02% | — | 229 | +43,144 | New | Q4 2025 | Jan 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 42,996 | 1,078 | 0.0% | 0.0% | 230 | +11,362 | 35.92% | Q4 2025 | Mar 09, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Reduced | 40,879 | 1,024 | 0.7% | 0.37% | 231 | -594 | -1.43% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 40,778 | 1,022 | 0.04% | 0.04% | 232 | -1,902 | -4.46% | Q4 2025 | Feb 06, 2026 |
| COMMERCE BANK | History | Added to | 40,386 | 1,012 | 0.01% | 0.01% | 233 | +4,224 | 11.68% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 39,813 | 998 | 0.06% | 0.06% | 234 | +474 | 1.2% | Q4 2025 | Feb 18, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 39,595 | 993 | 0.2% | 0.21% | 235 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 38,597 | 968 | 0.02% | 0.03% | 236 | -11,454 | -22.88% | Q4 2025 | Feb 17, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 38,636 | 967 | 0.64% | 0.57% | 237 | +7,288 | 23.25% | Q4 2025 | Feb 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 37,903 | 950 | 0.03% | 0.03% | 238 | +287 | 0.76% | Q4 2025 | Jan 06, 2026 |
| Ransom Advisory, Ltd | History | New | 36,000 | 902 | 0.36% | — | 239 | +36,000 | New | Q4 2025 | Jan 06, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 35,921 | 900 | 0.36% | 0.31% | 240 | +3,957 | 12.38% | Q4 2025 | Feb 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 35,845 | 898 | 0.01% | 0.02% | 241 | -21,868 | -37.89% | Q4 2025 | Feb 09, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 35,629 | 893 | 0.1% | 0.15% | 242 | +1,678 | 4.94% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | New | 35,076 | 879 | 0.01% | — | 243 | +35,076 | New | Q4 2025 | Feb 13, 2026 |
| New Hampshire Trust | History | Added to | 35,015 | 878 | 0.17% | 0.11% | 244 | +13,182 | 60.38% | Q4 2025 | Jan 29, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 34,841 | 873 | 0.02% | 0.17% | 245 | -241,176 | -87.38% | Q4 2025 | Feb 13, 2026 |
| RCW Management, LLC | History | New | 34,177 | 857 | 0.87% | — | 246 | +34,177 | New | Q4 2025 | Jan 30, 2026 |
| Brucke Financial, Inc. | History | Reduced | 34,027 | 853 | 0.47% | 0.51% | 247 | -516 | -1.49% | Q4 2025 | Jan 12, 2026 |
| Trust Point Inc. | History | Added to | 33,989 | 852 | 0.07% | 0.07% | 248 | +1,627 | 5.03% | Q4 2025 | Jan 13, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 33,644 | 843 | 0.5% | 0.53% | 249 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 33,602 | 842 | 0.13% | 0.12% | 250 | +4,795 | 16.65% | Q4 2025 | Feb 24, 2026 |
| Net Worth Advisory Group | History | New | 33,530 | 840 | 0.17% | — | 251 | +33,530 | New | Q4 2025 | Jan 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 33,483 | 839 | 0.0% | 0.01% | 252 | -3,560 | -9.61% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 33,144 | 831 | 0.06% | 0.05% | 253 | +7,729 | 30.41% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 33,123 | 830 | 0.04% | 0.02% | 254 | +18,206 | 122.05% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 32,655 | 818 | 0.01% | 0.01% | 255 | +928 | 2.92% | Q4 2025 | Jan 26, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 32,325 | 810 | 0.02% | 0.02% | 256 | +3,300 | 11.37% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 31,665 | 794 | 0.0% | 0.05% | 257 | -382,284 | -92.35% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 30,573 | 766 | 0.03% | 0.04% | 258 | -15,613 | -33.8% | Q4 2025 | Jan 13, 2026 |
| OneAscent Financial Services LLC | History | New | 30,447 | 763 | 0.07% | — | 259 | +30,447 | New | Q4 2025 | Feb 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 30,348 | 762 | 0.08% | 0.1% | 260 | -6,882 | -18.49% | Q4 2025 | Jan 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 28,778 | 721 | 0.01% | 0.01% | 261 | +4,918 | 20.61% | Q4 2025 | Feb 18, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 28,217 | 707 | 0.08% | 0.08% | 262 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Reduced | 27,514 | 690 | 0.48% | 0.53% | 263 | -275 | -0.99% | Q4 2025 | Jan 27, 2026 |
| Northwest Capital Management Inc | History | Reduced | 26,818 | 672 | 2.91% | 1.54% | 264 | -31,352 | -53.9% | Q4 2025 | Jan 26, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 26,046 | 653 | 0.27% | 0.19% | 265 | -2,321 | -8.18% | Q4 2025 | Feb 11, 2026 |
| Independent Advisor Alliance | History | Reduced | 25,357 | 635 | 0.02% | 0.02% | 266 | -2,735 | -9.74% | Q4 2025 | Feb 04, 2026 |
| MERIDIAN MANAGEMENT CO | History | Added to | 25,011 | 627 | 0.16% | 0.14% | 267 | +4,031 | 19.21% | Q4 2025 | Feb 10, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 24,765 | 621 | 0.17% | 0.06% | 268 | +16,115 | 186.3% | Q4 2025 | Feb 03, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 23,912 | 599 | 0.01% | 0.01% | 269 | +6,638 | 38.43% | Q4 2025 | Feb 03, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 23,654 | 593 | 0.01% | 0.01% | 270 | -8,747 | -27.0% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 23,384 | 586 | 0.0% | — | 271 | +23,384 | New | Q4 2025 | Mar 25, 2026 |
| Empower Advisory Group, LLC | History | Added to | 23,325 | 584 | 0.0% | 0.0% | 272 | +1,382 | 6.3% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 23,059 | 578 | 0.0% | 0.0% | 273 | +7,192 | 45.33% | Q4 2025 | Jan 29, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 22,533 | 565 | 0.24% | 0.25% | 274 | -510 | -2.21% | Q4 2025 | Jan 21, 2026 |
| Hexagon Capital Partners LLC | History | Reduced | 22,472 | 563 | 0.1% | 0.11% | 275 | -182 | -0.8% | Q4 2025 | Feb 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 22,302 | 559 | 0.01% | 0.02% | 276 | -24,749 | -52.6% | Q4 2025 | Jan 16, 2026 |
| NorthRock Partners, LLC | History | Added to | 22,325 | 559 | 0.01% | 0.0% | 277 | +14,342 | 179.66% | Q4 2025 | Feb 17, 2026 |
| XY Planning Network, Inc. | History | Added to | 22,207 | 556 | 0.1% | 0.14% | 278 | +6,340 | 39.96% | Q4 2025 | Jan 26, 2026 |
| Sigma Planning Corp | History | Reduced | 22,095 | 554 | 0.02% | 0.02% | 279 | -109 | -0.49% | Q4 2025 | Jan 30, 2026 |
| Quartz Partners, LLC | History | Reduced | 22,013 | 552 | 0.21% | 0.21% | 280 | -877 | -3.83% | Q4 2025 | Feb 13, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 21,700 | 544 | 0.1% | 0.05% | 281 | +11,549 | 113.77% | Q4 2025 | Jan 08, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 21,673 | 543 | 0.07% | 0.08% | 282 | -2,384 | -9.91% | Q4 2025 | Jan 30, 2026 |
| Worth Asset Management, LLC | History | Added to | 21,583 | 541 | 0.23% | 0.13% | 283 | +10,369 | 92.46% | Q4 2025 | Jan 14, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 21,411 | 536 | 0.05% | 0.05% | 284 | +73 | 0.34% | Q4 2025 | Feb 04, 2026 |
| Twele Capital Management, Inc. | History | Added to | 20,866 | 523 | 0.09% | 0.09% | 285 | +394 | 1.92% | Q4 2025 | Jan 09, 2026 |
| eCIO, Inc. | History | Added to | 20,246 | 507 | 0.24% | 0.19% | 286 | +261 | 1.31% | Q4 2025 | Jan 20, 2026 |
| Family Investment Center, Inc. | History | Added to | 20,036 | 502 | 0.1% | 0.1% | 287 | +250 | 1.26% | Q4 2025 | Jan 23, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 19,706 | 494 | 0.23% | 0.28% | 288 | -950 | -4.6% | Q4 2025 | Jan 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 19,412 | 486 | 0.01% | 0.01% | 289 | +201 | 1.05% | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Added to | 19,268 | 483 | 0.0% | 0.0% | 290 | +8,352 | 76.51% | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 19,081 | 479 | 0.48% | — | 292 | +19,081 | New | Q4 2025 | Feb 12, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 19,108 | 479 | 0.1% | 0.12% | 291 | -2,088 | -9.85% | Q4 2025 | Jan 07, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 18,300 | 458 | 0.31% | 0.32% | 293 | -490 | -2.61% | Q4 2025 | Jan 12, 2026 |
| BCS Wealth Management | History | Added to | 18,180 | 455 | 0.05% | 0.05% | 294 | +9,182 | 102.04% | Q4 2025 | Jan 26, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 17,968 | 450 | 0.14% | 0.16% | 296 | -506 | -2.74% | Q4 2025 | Jan 29, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 17,969 | 450 | 0.08% | 0.08% | 295 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 17,881 | 448 | 0.0% | 0.0% | 297 | -777 | -4.16% | Q4 2025 | Feb 02, 2026 |
| PFG Advisors | History | Added to | 17,607 | 441 | 0.02% | 0.02% | 298 | +523 | 3.06% | Q4 2025 | Jan 27, 2026 |
| World Investment Advisors | History | New | 17,504 | 439 | 0.01% | — | 299 | +17,504 | New | Q4 2025 | Mar 12, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 17,445 | 437 | 0.01% | 0.04% | 300 | -78,275 | -81.77% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 17,234 | 432 | 0.01% | 0.02% | 301 | -830 | -4.59% | Q4 2025 | Feb 06, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 17,073 | 428 | 0.28% | — | 302 | +17,073 | New | Q4 2025 | Feb 13, 2026 |
| Portland Financial Advisors Inc | History | Added to | 16,834 | 422 | 0.9% | 0.9% | 303 | +40 | 0.24% | Q4 2025 | Feb 06, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 16,670 | 418 | 0.02% | 0.02% | 304 | -283 | -1.67% | Q4 2025 | Feb 17, 2026 |
| Bangor Savings Bank | History | Reduced | 16,593 | 416 | 0.03% | 0.04% | 305 | -2,782 | -14.36% | Q4 2025 | Jan 16, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | Added to | 16,119 | 404 | 0.02% | 0.02% | 306 | +76 | 0.47% | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | Added to | 15,765 | 395 | 0.01% | 0.01% | 307 | +1,893 | 13.65% | Q4 2025 | Feb 03, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 15,618 | 391 | 0.01% | 0.05% | 308 | +2,862 | 22.44% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 15,523 | 389 | 0.0% | — | 309 | +15,523 | New | Q4 2025 | Feb 13, 2026 |
| rebel Financial LLC | History | New | 15,473 | 388 | 0.17% | — | 311 | +15,473 | New | Q4 2025 | Mar 27, 2026 |
| Rinkey Investments | History | Reduced | 15,493 | 388 | 0.1% | 0.1% | 310 | -15 | -0.1% | Q4 2025 | Feb 04, 2026 |
| FC Advisory LLC | History | Added to | 15,230 | 381 | 0.11% | 0.11% | 312 | +141 | 0.93% | Q4 2025 | Jan 13, 2026 |
| Churchill Financial Advisors, LLC | History | New | 15,081 | 378 | 0.12% | — | 313 | +15,081 | New | Q4 2025 | Feb 09, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 14,973 | 375 | 0.09% | 0.09% | 314 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 14,922 | 374 | 0.0% | 0.0% | 315 | +5,502 | 58.41% | Q4 2025 | Feb 12, 2026 |
| Note Advisors, LLC | History | No change | 14,968 | 374 | 0.19% | 0.22% | 316 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | Added to | 14,393 | 361 | 0.24% | 0.23% | 317 | +241 | 1.7% | Q4 2025 | Jan 26, 2026 |
| Coston, McIsaac & Partners | History | Added to | 13,583 | 340 | 0.08% | 0.08% | 318 | +168 | 1.25% | Q4 2025 | Feb 03, 2026 |
| Claro Advisors Inc. | History | New | 13,295 | 333 | 0.05% | — | 319 | +13,295 | New | Q4 2025 | Feb 17, 2026 |
| First County Bank /CT/ | History | Added to | 13,044 | 327 | 0.17% | 0.16% | 320 | +383 | 3.03% | Q4 2025 | Jan 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 12,986 | 325 | 0.02% | 0.01% | 321 | +314 | 2.48% | Q4 2025 | Jan 30, 2026 |
| Roundview Capital LLC | History | No change | 12,923 | 324 | 0.02% | 0.02% | 322 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 12,834 | 321 | 0.01% | 0.0% | 323 | +6,727 | 110.15% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 12,790 | 320 | 0.01% | 0.0% | 324 | +5,705 | 80.52% | Q4 2025 | Feb 06, 2026 |
| Valpey Financial Services, LLC | History | Added to | 12,789 | 320 | 0.2% | 0.17% | 325 | +2,505 | 24.36% | Q4 2025 | Mar 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 12,707 | 318 | 0.0% | 0.01% | 326 | -10,578 | -45.43% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 12,588 | 315 | 0.01% | 0.01% | 327 | -4,048 | -24.33% | Q4 2025 | Feb 11, 2026 |
| L2 Asset Management, LLC | History | No change | 12,542 | 314 | 0.04% | 0.05% | 328 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 12,421 | 311 | 0.02% | 0.02% | 329 | +132 | 1.07% | Q4 2025 | Feb 18, 2026 |
| Seneschal Advisors, LLC | History | Added to | 11,796 | 295 | 0.22% | 0.21% | 330 | +130 | 1.11% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,708 | 293 | 0.0% | 0.0% | 331 | +2,220 | 23.4% | Q4 2025 | Mar 16, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 11,554 | 289 | 0.02% | 0.01% | 332 | +7,378 | 176.68% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,383 | 285 | 0.0% | 0.0% | 333 | +8,078 | 244.42% | Q4 2025 | Feb 06, 2026 |
| Evanson Asset Management, LLC | History | Added to | 11,345 | 284 | 0.02% | 0.02% | 334 | +142 | 1.27% | Q4 2025 | Jan 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 11,289 | 283 | 0.01% | 0.01% | 335 | +620 | 5.81% | Q4 2025 | Feb 17, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 11,170 | 280 | 0.05% | 0.06% | 336 | -1,580 | -12.39% | Q4 2025 | Feb 13, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 11,133 | 279 | 0.02% | 0.02% | 337 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Invst, LLC | History | New | 10,937 | 274 | 0.03% | — | 338 | +10,937 | New | Q4 2025 | Feb 11, 2026 |
| Advisor OS, LLC | History | Added to | 10,883 | 272 | 0.02% | 0.02% | 339 | +1,044 | 10.61% | Q4 2025 | Feb 04, 2026 |
| HB Wealth Management, LLC | History | New | 10,829 | 271 | 0.0% | — | 340 | +10,829 | New | Q4 2025 | Jan 28, 2026 |
| Certified Advisory Corp | History | Added to | 10,722 | 268 | 0.02% | 0.02% | 341 | +711 | 7.1% | Q4 2025 | Jan 12, 2026 |
| Blueprint Investment Partners LLC | History | New | 10,555 | 264 | 0.03% | — | 342 | +10,555 | New | Q4 2025 | Feb 17, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 10,383 | 260 | 0.04% | 0.04% | 343 | +459 | 4.63% | Q4 2025 | Feb 09, 2026 |
| August Group Capital Ltd | History | New | 10,273 | 257 | 0.29% | — | 345 | +10,273 | New | Q4 2025 | Feb 12, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 10,265 | 257 | 0.05% | 0.05% | 344 | +130 | 1.28% | Q4 2025 | Jan 21, 2026 |
| Chancellor Financial Group WB LP | History | Added to | 10,077 | 252 | 0.17% | 0.18% | 346 | +6 | 0.06% | Q4 2025 | Feb 05, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 10,000 | 250 | 0.16% | 0.16% | 347 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | New | 9,857 | 247 | 0.0% | — | 348 | +9,857 | New | Q4 2025 | Feb 17, 2026 |
| RB Capital Management, LLC | History | New | 9,713 | 243 | 0.05% | — | 349 | +9,713 | New | Q4 2025 | Feb 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 9,697 | 243 | 0.01% | 0.01% | 350 | -381 | -3.78% | Q4 2025 | Jan 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 9,658 | 242 | 0.0% | — | 351 | +9,658 | New | Q4 2025 | Feb 13, 2026 |
| Seek First Inc. | History | Added to | 9,626 | 241 | 0.17% | 0.17% | 352 | +117 | 1.23% | Q4 2025 | Jan 30, 2026 |
| Bulwark Capital Corp | History | No change | 9,546 | 239 | 0.17% | 0.19% | 353 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 9,505 | 238 | 0.01% | — | 354 | +9,505 | New | Q4 2025 | Feb 11, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 9,392 | 235 | 0.03% | 0.03% | 355 | +716 | 8.25% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 9,287 | 232 | 0.0% | 0.0% | 356 | +148 | 1.62% | Q4 2025 | Feb 13, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 9,150 | 229 | 0.02% | 0.02% | 357 | -625 | -6.39% | Q4 2025 | Feb 03, 2026 |
| Krilogy Financial LLC | History | Reduced | 9,080 | 227 | 0.01% | 0.01% | 358 | -319 | -3.39% | Q4 2025 | Jan 27, 2026 |
| Capital Management Associates, Inc | History | New | 8,967 | 224 | 0.05% | — | 359 | +8,967 | New | Q4 2025 | Jan 21, 2026 |
| RKL Wealth Management LLC | History | Reduced | 8,924 | 223 | 0.02% | 0.04% | 360 | -8,306 | -48.21% | Q4 2025 | Feb 12, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 8,899 | 223 | 0.02% | 0.02% | 361 | +73 | 0.83% | Q4 2025 | Jan 26, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 8,780 | 220 | 0.01% | 0.01% | 362 | -2,203 | -20.06% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 8,656 | 217 | 0.0% | 0.0% | 363 | -1,498 | -14.75% | Q4 2025 | Feb 13, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 8,650 | 216 | 0.15% | 0.14% | 364 | +761 | 9.65% | Q4 2025 | Feb 02, 2026 |
| Arkadios Wealth Advisors | History | New | 8,454 | 212 | 0.0% | — | 365 | +8,454 | New | Q4 2025 | Feb 13, 2026 |
| Amicus Financial Advisors, LLC | History | New | 8,376 | 210 | 0.06% | — | 366 | +8,376 | New | Q4 2025 | Mar 02, 2026 |
| Acropolis Investment Management, LLC | History | No change | 8,344 | 209 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 8,268 | 207 | 0.03% | — | 368 | +8,268 | New | Q4 2025 | Feb 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 8,229 | 206 | 0.07% | 0.08% | 369 | -1,216 | -12.87% | Q4 2025 | Feb 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,178 | 205 | 0.0% | 0.0% | 370 | +206 | 2.58% | Q4 2025 | Feb 11, 2026 |
| GenTrust, LLC | History | No change | 8,150 | 204 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Allen Capital Group, LLC | History | New | 8,056 | 202 | 0.02% | — | 372 | +8,056 | New | Q4 2025 | Feb 09, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 8,085 | 202 | 0.08% | 0.1% | 373 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| US BANCORP \DE\ | History | Added to | 7,978 | 200 | 0.0% | 0.0% | 374 | +192 | 2.47% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Added to | 7,712 | 193 | 0.0% | 0.0% | 375 | +1,634 | 26.88% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 7,419 | 186 | 0.01% | 0.0% | 376 | +5,313 | 252.28% | Q4 2025 | Jan 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 11,843 | 162 | 0.0% | 0.01% | 377 | -3 | -0.03% | Q4 2025 | Feb 11, 2026 |
| Caitlin John, LLC | History | No change | 6,224 | 156 | 0.1% | 0.11% | 378 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 6,177 | 154 | 0.0% | 0.0% | 379 | -626 | -9.2% | Q4 2025 | Feb 09, 2026 |
| ORG Partners LLC | History | No change | 6,090 | 152 | 0.03% | 0.03% | 380 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Dorato Capital Management | History | New | 5,871 | 147 | 0.11% | — | 381 | +5,871 | New | Q4 2025 | Jan 16, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,840 | 146 | 0.01% | 0.01% | 382 | +136 | 2.38% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 5,663 | 142 | 0.01% | — | 383 | +5,663 | New | Q4 2025 | Feb 03, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 5,680 | 142 | 0.04% | 0.05% | 384 | -1,030 | -15.35% | Q4 2025 | Jan 23, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 5,634 | 141 | 0.03% | 0.02% | 385 | +468 | 9.06% | Q4 2025 | Feb 02, 2026 |
| HOWE & RUSLING INC | History | Reduced | 5,280 | 132 | 0.01% | 0.01% | 386 | -3,184 | -37.62% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 4,881 | 122 | 0.0% | 0.0% | 387 | -6,086 | -55.49% | Q4 2025 | Feb 12, 2026 |
| WFA of San Diego, LLC | History | No change | 4,730 | 118 | 0.09% | 0.08% | 388 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 4,340 | 108 | 0.03% | 0.05% | 389 | -3,529 | -44.85% | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | Added to | 4,071 | 102 | 0.02% | 0.02% | 390 | +1 | 0.02% | Q4 2025 | Jan 30, 2026 |
| Breakwater Investment Management | History | Reduced | 3,926 | 98 | 0.04% | 0.04% | 391 | -370 | -8.61% | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | New | 3,435 | 86 | 0.0% | — | 392 | +3,435 | New | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | New | 3,404 | 85 | 0.0% | — | 393 | +3,404 | New | Q4 2025 | Feb 17, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 3,367 | 84 | 0.01% | — | 394 | +3,367 | New | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | Added to | 3,386 | 84 | 0.03% | 0.03% | 395 | +34 | 1.01% | Q4 2025 | Feb 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 3,290 | 82 | 0.11% | 0.06% | 396 | +1,645 | 100.0% | Q4 2025 | Feb 10, 2026 |
| WealthCollab, LLC | History | New | 3,155 | 79 | 0.03% | — | 398 | +3,155 | New | Q4 2025 | Jan 27, 2026 |
| Strategic Advocates LLC | History | Added to | 3,164 | 79 | 0.02% | 0.02% | 397 | +33 | 1.05% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,008 | 75 | 0.0% | 0.0% | 399 | -82 | -2.65% | Q4 2025 | Feb 09, 2026 |
| PFS Partners, LLC | History | No change | 2,953 | 74 | 0.03% | 0.04% | 400 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Crews Bank & Trust | History | Reduced | 2,687 | 67 | 0.01% | 0.01% | 401 | -32 | -1.18% | Q4 2025 | Jan 21, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 2,513 | 63 | 0.04% | 0.04% | 402 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 2,443 | 61 | 0.0% | 0.0% | 403 | -6,016 | -71.12% | Q4 2025 | Jan 22, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,328 | 58 | 0.0% | 0.0% | 404 | -4,015 | -63.3% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 2,148 | 53 | 0.0% | — | 405 | +2,148 | New | Q4 2025 | Mar 04, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,060 | 51 | 0.0% | 0.0% | 406 | -391 | -15.95% | Q4 2025 | Jan 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,965 | 49 | 0.0% | 0.0% | 407 | +77 | 4.08% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,937 | 48 | 0.0% | 0.0% | 408 | +393 | 25.45% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,815 | 45 | 0.0% | — | 409 | +1,815 | New | Q4 2025 | Jan 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 1,690 | 42 | 0.01% | 0.01% | 410 | -124 | -6.84% | Q4 2025 | Jan 23, 2026 |
| GeoWealth Management, LLC | History | Added to | 1,640 | 41 | 0.0% | 0.0% | 411 | +293 | 21.75% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 1,622 | 40 | 0.0% | 0.0% | 412 | +376 | 30.18% | Q4 2025 | Jan 16, 2026 |
| Key FInancial Inc | History | Added to | 1,496 | 37 | 0.01% | 0.0% | 414 | +1,331 | 806.67% | Q4 2025 | Feb 09, 2026 |
| Roble, Belko & Company, Inc | History | No change | 1,444 | 37 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1,463 | 36 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,417 | 35 | 0.0% | 0.0% | 416 | +875 | 161.44% | Q4 2025 | Feb 02, 2026 |
| Triumph Capital Management | History | New | 1,371 | 34 | 0.01% | — | 417 | +1,371 | New | Q4 2025 | Feb 12, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,373 | 34 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| NBT BANK N A /NY | History | No change | 25 | 33 | 0.0% | 0.01% | 419 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 1,294 | 32 | 0.01% | 2.4% | 420 | -423,967 | -99.7% | Q4 2025 | Jan 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,211 | 30 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Aventura Private Wealth, LLC | History | No change | 998 | 25 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Asset Dedication, LLC | History | Reduced | 964 | 24 | 0.0% | 0.0% | 423 | -84 | -8.02% | Q4 2025 | Jan 26, 2026 |
| Kennebec Savings Bank | History | Reduced | 994 | 24 | 0.02% | 0.02% | 424 | -40 | -3.87% | Q4 2025 | Jan 22, 2026 |
| MCF Advisors LLC | History | Reduced | 874 | 21 | 0.0% | 0.0% | 425 | -142 | -13.98% | Q4 2025 | Feb 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | New | 809 | 20 | 0.0% | — | 426 | +809 | New | Q4 2025 | Jan 26, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 700 | 17 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CDKV HOLDINGS LLC | History | New | 629 | 15 | 0.01% | — | 428 | +629 | New | Q4 2025 | Feb 17, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 538 | 13 | 0.0% | 0.0% | 429 | +6 | 1.13% | Q4 2025 | Feb 02, 2026 |
| BAYBAN | History | New | 502 | 12 | 0.01% | — | 432 | +502 | New | Q4 2025 | Mar 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 490 | 12 | 0.0% | — | 430 | +490 | New | Q4 2025 | Feb 12, 2026 |
| Anfield Capital Management, LLC | History | No change | 490 | 12 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 474 | 11 | 0.0% | 0.0% | 433 | +428 | 930.43% | Q4 2025 | Feb 03, 2026 |
| Sankala Group LLC | History | New | 414 | 10 | 0.01% | — | 435 | +414 | New | Q4 2025 | Mar 02, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 405 | 10 | 0.01% | — | 434 | +405 | New | Q4 2025 | Feb 10, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 322 | 8 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 309 | 7 | 0.0% | 0.07% | 438 | -19,015 | -98.4% | Q4 2025 | Feb 02, 2026 |
| Front Row Advisors LLC | History | No change | 300 | 7 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 242 | 6 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Friedenthal Financial | History | No change | 236 | 5 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 164 | 4 | 0.0% | 0.0% | 441 | +88 | 115.79% | Q4 2025 | Feb 09, 2026 |
| Investors Research Corp | History | Reduced | 180 | 4 | 0.0% | 0.0% | 443 | -18 | -9.09% | Q4 2025 | Jan 06, 2026 |
| IMA Advisory Services, Inc. | History | No change | 184 | 4 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pacifica Partners Inc. | History | No change | 180 | 4 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 167 | 4 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 120 | 3 | 0.0% | 0.0% | 449 | -5,351 | -97.81% | Q4 2025 | Feb 05, 2026 |
| Camelot Portfolios, LLC | History | New | 157 | 3 | 0.0% | — | 448 | +157 | New | Q4 2025 | Jan 29, 2026 |
| Bogart Wealth, LLC | History | New | 143 | 3 | 0.0% | — | 450 | +143 | New | Q4 2025 | Jan 30, 2026 |
| Harbor Asset Planning, Inc. | History | New | 136 | 3 | 0.0% | — | 453 | +136 | New | Q4 2025 | Jan 26, 2026 |
| Wiser Advisor Group LLC | History | Added to | 143 | 3 | 0.0% | 0.0% | 451 | +1 | 0.7% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 150 | 3 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 158 | 3 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Millstone Evans Group, LLC | History | No change | 136 | 3 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Quent Capital, LLC | History | New | 86 | 2 | 0.0% | — | 457 | +86 | New | Q4 2025 | Jan 29, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 116 | 2 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Financial Management Professionals, Inc. | History | No change | 110 | 2 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 86 | 2 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Greenline Wealth Management LLC | History | New | 59 | 1 | 0.0% | — | 463 | +59 | New | Q4 2025 | Feb 13, 2026 |
| Lodestone Wealth Management LLC | History | New | 56 | 1 | 0.0% | — | 461 | +56 | New | Q4 2025 | Jan 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 58 | 1 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | No change | 76 | 1 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Salomon & Ludwin, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kilter Group LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -626,794 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -498,404 | -100.0% | Q3 2025 | Nov 14, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 3.38% | — | -347,192 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -156,904 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109,991 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -96,532 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.31% | — | -86,422 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -62,359 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -33,992 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -28,560 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,877 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,244 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Meridian Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,329 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,924 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bragg Financial Advisors, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -9,621 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,590 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,376 | -100.0% | Q3 2025 | Oct 30, 2025 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,265 | -100.0% | Q3 2025 | Oct 22, 2025 |
| HBK Sorce Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,034 | -100.0% | Q3 2025 | Oct 16, 2025 |
| John W. Brooker & Co., CPAs | History | Closed out | 0 | 0 | — | 0.46% | — | -8,970 | -100.0% | Q3 2025 | Oct 16, 2025 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -8,962 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CFS Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,312 | -100.0% | Q3 2025 | Oct 31, 2025 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,295 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,144 | -100.0% | Q3 2025 | Nov 18, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -1,600 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,120 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -855 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -811 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Towne Trust Company, N.A | History | Closed out | 0 | 0 | — | 0.01% | — | -700 | -100.0% | Q3 2025 | Oct 08, 2025 |
| LOWE BROCKENBROUGH & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -590 | -100.0% | Q3 2025 | Nov 05, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -545 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -470 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -451 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -426 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -242 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vestwell Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -93 | -100.0% | Q3 2025 | Dec 05, 2025 |
| VIRTUS ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Rice Partnership, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Root Financial Partners, LLC | History | Reduced | 30 | 0 | — | 0.0% | — | -45 | -60.0% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 34 | 0 | — | — | — | +34 | New | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Prestige Wealth Management Group LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wagner Wealth Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Solstein Capital, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Morling Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |