SCHWAB STRATEGIC TRUST - SCHV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | Reduced | 50,764,107 | 1,503,125 | 2.85% | 2.88% | 1 | -1,124,842 | -2.17% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 45,783,122 | 1,355,639 | 1.34% | 1.39% | 2 | +1,425,827 | 3.21% | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 35,128,777 | 1,040,163 | 10.71% | 10.02% | 3 | +1,023,339 | 3.0% | Q4 2025 | Jan 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 16,612,123 | 491,884 | 0.15% | 0.14% | 4 | -74,604 | -0.45% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,602,782 | 343,565 | 0.5% | 0.49% | 5 | -456,487 | -3.79% | Q4 2025 | Feb 17, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 10,187,907 | 301,663 | 8.44% | 8.41% | 6 | +108,122 | 1.07% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 9,103,028 | 269,542 | 0.32% | 0.33% | 7 | +329,550 | 3.76% | Q4 2025 | Feb 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 8,516,803 | 252,182 | 2.03% | 2.01% | 8 | +66,800 | 0.79% | Q4 2025 | Jan 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,372,410 | 194,231 | 0.26% | 0.29% | 9 | -208,819 | -3.17% | Q4 2025 | Jan 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 4,721,385 | 139,800 | 1.06% | 1.1% | 10 | -13,105 | -0.28% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Reduced | 4,117,665 | 121,924 | 0.23% | 0.24% | 11 | -133,784 | -3.15% | Q4 2025 | Feb 12, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 3,683,118 | 109,057 | 8.4% | 10.16% | 12 | -648,510 | -14.97% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 3,614,316 | 107,019 | 0.12% | 0.1% | 13 | +615,249 | 20.51% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 3,251,539 | 96,278 | 0.03% | 0.03% | 14 | -529,558 | -14.01% | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Reduced | 3,190,242 | 94,463 | 0.54% | 0.59% | 15 | -157,725 | -4.71% | Q4 2025 | Feb 10, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 3,048,461 | 90,264 | 22.65% | 22.45% | 16 | +100,168 | 3.4% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | Added to | 3,029,364 | 89,699 | 0.06% | 0.02% | 17 | +2,235,847 | 281.76% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Added to | 2,858,209 | 88,290 | 3.0% | 2.79% | 18 | +286,147 | 11.13% | Q4 2025 | Jan 27, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 2,977,872 | 88,174 | 14.39% | 14.33% | 19 | +31,180 | 1.06% | Q4 2025 | Jan 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,790,900 | 82,493 | 0.02% | 0.01% | 20 | +1,280,732 | 84.81% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 2,766,550 | 81,917 | 0.0% | 0.0% | 21 | +152,662 | 5.84% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,657,036 | 78,674 | 0.09% | 0.09% | 22 | +41,382 | 1.58% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 2,476,800 | 73,338 | 0.01% | 0.01% | 23 | -27,504 | -1.1% | Q4 2025 | Jan 29, 2026 |
| Compound Planning, Inc. | History | Added to | 2,093,243 | 61,980 | 1.82% | 1.97% | 24 | +2,555 | 0.12% | Q4 2025 | Feb 19, 2026 |
| Cooper Financial Group | History | Added to | 2,061,521 | 61,041 | 6.49% | 6.32% | 25 | +100,732 | 5.14% | Q4 2025 | Jan 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 2,035,286 | 60,264 | 0.46% | 0.45% | 26 | +208,237 | 11.4% | Q4 2025 | Jan 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,896,836 | 56,165 | 0.0% | 0.0% | 27 | +73,727 | 4.04% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Reduced | 1,848,372 | 54,730 | 1.63% | 1.67% | 28 | -40,370 | -2.14% | Q4 2025 | Feb 02, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 1,707,367 | 50,555 | 11.9% | 11.92% | 29 | +41,098 | 2.47% | Q4 2025 | Feb 02, 2026 |
| GenWealth Group, Inc. | History | Added to | 1,647,900 | 50,227 | 8.56% | 8.38% | 30 | +102,606 | 6.64% | Q4 2025 | Jan 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,663,283 | 49,249 | 0.3% | 0.35% | 31 | -26,899 | -1.59% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,646,493 | 48,752 | 0.6% | 0.59% | 32 | -132,676 | -7.46% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,379,908 | 41,046 | 0.07% | 0.03% | 33 | +779,645 | 129.88% | Q4 2025 | Feb 05, 2026 |
| Black Diamond Financial, LLC | History | Added to | 1,366,132 | 40,451 | 4.26% | 4.16% | 34 | +90,362 | 7.08% | Q4 2025 | Feb 03, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Reduced | 1,287,146 | 38,112 | 18.25% | 18.32% | 35 | -3,176 | -0.25% | Q4 2025 | Jan 21, 2026 |
| DRAVO BAY LLC | History | Added to | 1,284,821 | 38,043 | 15.81% | 15.82% | 36 | +54,469 | 4.43% | Q4 2025 | Jan 27, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 1,228,737 | 36,382 | 6.41% | 7.14% | 37 | -121,492 | -9.0% | Q4 2025 | Jan 15, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 1,189,268 | 35,214 | 3.91% | 4.07% | 38 | +39,306 | 3.42% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,186,424 | 35,130 | 0.12% | 0.12% | 39 | +40,496 | 3.53% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,185,247 | 35,095 | 0.0% | 0.0% | 40 | +71,834 | 6.45% | Q4 2025 | Feb 11, 2026 |
| Summit Asset Management, LLC | History | Added to | 1,175,473 | 34,805 | 4.92% | 4.98% | 41 | +63,102 | 5.67% | Q4 2025 | Feb 09, 2026 |
| XML Financial, LLC | History | Reduced | 1,160,962 | 34,376 | 2.8% | 2.89% | 42 | -59,562 | -4.88% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,158,529 | 34,304 | 0.24% | 0.28% | 43 | +8,829 | 0.77% | Q4 2025 | Feb 18, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 1,135,506 | 33,622 | 9.27% | 9.22% | 44 | -14,074 | -1.22% | Q4 2025 | Feb 03, 2026 |
| Veery Capital, LLC | History | Added to | 1,135,273 | 33,615 | 10.32% | 10.42% | 45 | +1,583 | 0.14% | Q4 2025 | Jan 27, 2026 |
| Northern Capital Management, Inc. | History | Reduced | 1,110,791 | 32,890 | 17.38% | 18.01% | 46 | -29,573 | -2.59% | Q4 2025 | Feb 03, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 1,100,145 | 32,575 | 2.1% | 2.21% | 47 | -18,333 | -1.64% | Q4 2025 | Feb 18, 2026 |
| Midwest Trust Co | History | Added to | 1,096,794 | 32,476 | 0.41% | 0.35% | 48 | +174,676 | 18.94% | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,065,707 | 31,555 | 0.08% | 0.07% | 49 | +205,994 | 23.96% | Q4 2025 | Feb 13, 2026 |
| Dodds Wealth, LLC | History | Reduced | 1,063,270 | 31,483 | 7.72% | 7.91% | 50 | -34,344 | -3.13% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,041,603 | 30,841 | 0.3% | 0.32% | 51 | -39,677 | -3.67% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,006,308 | 29,796 | 1.23% | 1.22% | 52 | +5,244 | 0.52% | Q4 2025 | Jan 27, 2026 |
| MAI Capital Management | History | Added to | 1,006,075 | 29,789 | 0.17% | 0.18% | 53 | +12,405 | 1.25% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 980,974 | 29,046 | 0.47% | 0.08% | 54 | +846,224 | 628.0% | Q4 2025 | Mar 12, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 952,375 | 28,199 | 1.95% | 1.94% | 55 | +23,606 | 2.54% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 944,145 | 27,956 | 0.04% | 0.05% | 56 | -12,133 | -1.27% | Q4 2025 | Feb 11, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 934,474 | 27,669 | 1.99% | 2.03% | 57 | -7,974 | -0.85% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 878,859 | 26,023 | 0.0% | 0.0% | 58 | +45,603 | 5.47% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 875,261 | 25,916 | 0.46% | 0.06% | 59 | +789,636 | 922.2% | Q4 2025 | Feb 06, 2026 |
| Persium Advisors, LLC | History | Added to | 845,184 | 25,025 | 18.06% | 17.75% | 60 | +23,520 | 2.86% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 842,188 | 24,937 | 0.01% | 0.01% | 61 | +290,764 | 52.73% | Q4 2025 | Feb 18, 2026 |
| KRM WEALTH MANAGEMENT L.L.C. | History | New | 803,337 | 23,786 | 13.04% | — | 62 | +803,337 | New | Q4 2025 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | Reduced | 802,671 | 23,767 | 0.19% | 0.22% | 63 | -12,321 | -1.51% | Q4 2025 | Jan 26, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 781,637 | 23,144 | 1.53% | 1.54% | 64 | +2,665 | 0.34% | Q4 2025 | Jan 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 772,039 | 22,860 | 0.06% | 0.05% | 65 | +100,881 | 15.03% | Q4 2025 | Feb 05, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 763,768 | 22,615 | 12.75% | 12.41% | 66 | +28,226 | 3.84% | Q4 2025 | Jan 14, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 729,490 | 21,600 | 4.55% | 4.71% | 67 | -3,833 | -0.52% | Q4 2025 | Jan 07, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 714,681 | 21,161 | 0.74% | 0.77% | 68 | -25,803 | -3.48% | Q4 2025 | Jan 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 708,702 | 20,984 | 0.26% | 0.28% | 69 | -68,406 | -8.8% | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 702,454 | 20,800 | 0.0% | — | 70 | +702,454 | New | Q4 2025 | Feb 17, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 700,116 | 20,730 | 6.83% | 6.39% | 71 | +63,563 | 9.99% | Q4 2025 | Feb 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 697,653 | 20,657 | 0.31% | 0.33% | 72 | -22,205 | -3.08% | Q4 2025 | Jan 22, 2026 |
| Ethos Financial Group, LLC | History | Added to | 682,207 | 20,200 | 1.49% | 1.54% | 73 | +6,318 | 0.93% | Q4 2025 | Jan 20, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 680,325 | 20,144 | 6.98% | 6.93% | 74 | +30,716 | 4.73% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 672,855 | 19,923 | 0.01% | 0.01% | 75 | -11,245 | -1.64% | Q4 2025 | Feb 10, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 652,944 | 19,333 | 5.88% | 6.03% | 76 | +18,214 | 2.87% | Q4 2025 | Jan 26, 2026 |
| LCNB CORP | History | Reduced | 652,830 | 19,330 | 6.48% | 6.65% | 77 | -228 | -0.03% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 651,288 | 19,284 | 0.02% | 0.01% | 78 | +379,690 | 139.8% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 650,150 | 19,250 | 0.04% | 0.04% | 79 | -5,797 | -0.88% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 628,884 | 18,621 | 4.33% | 4.21% | 80 | +30,774 | 5.15% | Q4 2025 | Jan 14, 2026 |
| Denver PWM, LLC | History | No change | 661,822 | 18,312 | 6.12% | 5.71% | 81 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 613,657 | 18,170 | 0.33% | 0.36% | 82 | +11,685 | 1.94% | Q4 2025 | Jan 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 607,977 | 18,002 | 0.07% | 0.08% | 83 | +18,776 | 3.19% | Q4 2025 | Feb 13, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 606,420 | 17,957 | 4.06% | 4.28% | 84 | +15,821 | 2.68% | Q4 2025 | Feb 17, 2026 |
| Garde Capital, Inc. | History | Reduced | 603,074 | 17,857 | 1.06% | 0.87% | 85 | -7,388 | -1.21% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 599,323 | 17,745 | 0.38% | 0.39% | 86 | -7,011 | -1.16% | Q4 2025 | Feb 02, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 597,832 | 17,701 | 5.44% | 0.29% | 87 | +587,699 | 5799.85% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 585,383 | 17,333 | 0.14% | 0.17% | 88 | -4,636 | -0.79% | Q4 2025 | Feb 17, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 553,330 | 16,384 | 3.42% | 3.28% | 89 | +36,507 | 7.06% | Q4 2025 | Jan 22, 2026 |
| Seek First Inc. | History | Added to | 540,874 | 16,015 | 11.04% | 11.16% | 90 | +7,970 | 1.5% | Q4 2025 | Jan 30, 2026 |
| Payne Capital Management, LLC | History | Added to | 529,661 | 15,683 | 4.95% | 4.76% | 91 | +21,904 | 4.31% | Q4 2025 | Feb 02, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 527,995 | 15,633 | 1.53% | 1.55% | 92 | -7,155 | -1.34% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 507,880 | 15,038 | 0.16% | 0.18% | 93 | +108,980 | 27.32% | Q4 2025 | Jan 23, 2026 |
| Martel Wealth Advisors Inc | History | Reduced | 498,411 | 14,757 | 2.52% | 2.57% | 94 | -4,849 | -0.96% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 485,323 | 14,370 | 0.02% | 0.02% | 95 | -69,585 | -12.54% | Q4 2025 | Feb 12, 2026 |
| YANKCOM Partnership | History | Added to | 470,368 | 13,927 | 5.92% | 5.89% | 96 | +20,582 | 4.58% | Q4 2025 | Jan 20, 2026 |
| rebel Financial LLC | History | New | 468,644 | 13,876 | 5.93% | — | 97 | +468,644 | New | Q4 2025 | Mar 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 435,362 | 12,891 | 0.02% | 0.02% | 98 | +88,829 | 25.63% | Q4 2025 | Feb 18, 2026 |
| Peak Wealth Management LLC | History | New | 427,656 | 12,662 | 10.58% | — | 99 | +427,656 | New | Q4 2025 | Feb 04, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 426,852 | 12,639 | 2.71% | — | 100 | +426,852 | New | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | Added to | 426,712 | 12,634 | 0.51% | 0.5% | 101 | +271 | 0.06% | Q4 2025 | Jan 30, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 425,609 | 12,602 | 4.11% | 4.29% | 102 | -6,864 | -1.59% | Q4 2025 | Feb 09, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 408,908 | 12,107 | 4.04% | 4.2% | 103 | -1,972 | -0.48% | Q4 2025 | Jan 26, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 408,347 | 12,091 | 0.81% | 0.43% | 104 | +193,261 | 89.85% | Q4 2025 | Feb 20, 2026 |
| Allworth Financial LP | History | New | 407,361 | 12,061 | 0.05% | — | 105 | +407,361 | New | Q4 2025 | Feb 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 389,535 | 11,534 | 0.13% | 0.13% | 106 | -7,978 | -2.01% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 387,372 | 11,470 | 0.03% | 0.01% | 107 | +249,130 | 180.21% | Q4 2025 | Jan 26, 2026 |
| James J. Burns & Company, LLC | History | Added to | 386,593 | 11,447 | 1.58% | 1.66% | 108 | +3,178 | 0.83% | Q4 2025 | Jan 23, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 385,600 | 11,417 | 3.46% | 3.48% | 109 | -6,149 | -1.57% | Q4 2025 | Feb 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 383,747 | 11,362 | 0.2% | 0.23% | 110 | -3,237 | -0.84% | Q4 2025 | Jan 16, 2026 |
| Align Financial, LLC | History | New | 11,104 | 11,104 | 0.01% | — | 111 | +11,104 | New | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 362,965 | 10,747 | 0.48% | 0.46% | 112 | -13,575 | -3.61% | Q4 2025 | Feb 17, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 355,790 | 10,534 | 0.88% | 1.0% | 113 | -31,821 | -8.21% | Q4 2025 | Feb 09, 2026 |
| Opes Wealth Management LLC | History | Added to | 347,283 | 10,283 | 1.68% | 1.74% | 114 | +2,069 | 0.6% | Q4 2025 | Feb 02, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 343,273 | 10,164 | 3.37% | 3.34% | 115 | -1 | -0.0% | Q4 2025 | Jan 21, 2026 |
| WealthShield Partners, LLC | History | Reduced | 341,425 | 10,109 | 1.11% | 1.15% | 116 | -7,181 | -2.06% | Q4 2025 | Feb 03, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 334,913 | 9,916 | 0.65% | 0.65% | 117 | -276 | -0.08% | Q4 2025 | Jan 22, 2026 |
| Harbor Group, Inc. | History | Reduced | 332,195 | 9,836 | 1.47% | 1.54% | 118 | -416 | -0.13% | Q4 2025 | Jan 12, 2026 |
| White Pine Investment CO | History | Added to | 328,528 | 9,728 | 2.29% | 2.25% | 119 | +2,170 | 0.66% | Q4 2025 | Jan 28, 2026 |
| CDKV HOLDINGS LLC | History | New | 323,931 | 9,591 | 8.02% | — | 120 | +323,931 | New | Q4 2025 | Feb 17, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 313,096 | 9,270 | 1.7% | 1.64% | 121 | -3,881 | -1.22% | Q4 2025 | Feb 05, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 288,335 | 9,252 | 0.21% | 0.21% | 122 | -1,806 | -0.62% | Q4 2025 | Feb 09, 2026 |
| Friday Financial | History | Added to | 310,266 | 9,186 | 3.24% | 3.37% | 123 | +33,949 | 12.29% | Q4 2025 | Jan 09, 2026 |
| Capital Squared Financial LLC | History | Added to | 305,884 | 9,057 | 7.06% | 7.33% | 124 | +15,643 | 5.39% | Q4 2025 | Apr 17, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 292,319 | 8,655 | 0.98% | 1.01% | 125 | -1,102 | -0.38% | Q4 2025 | Feb 12, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 291,573 | 8,633 | 1.27% | 1.25% | 126 | +7,036 | 2.47% | Q4 2025 | Jan 12, 2026 |
| May Barnhard Investments LLC | History | Reduced | 283,449 | 8,392 | 3.97% | 4.14% | 127 | -23,089 | -7.53% | Q4 2025 | Jan 28, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 282,804 | 8,373 | 3.57% | 3.51% | 128 | +1,906 | 0.68% | Q4 2025 | Jan 22, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 255,622 | 8,338 | 3.35% | 3.46% | 129 | -6,243 | -2.38% | Q4 2025 | Jan 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 279,711 | 8,282 | 0.37% | 0.32% | 130 | +44,238 | 18.79% | Q4 2025 | Feb 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 277,220 | 8,208 | 0.26% | 0.26% | 131 | +2,407 | 0.88% | Q4 2025 | Jan 30, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 276,119 | 8,175 | 2.95% | 3.11% | 132 | -18,819 | -6.38% | Q4 2025 | Feb 09, 2026 |
| SteelPeak Wealth, LLC | History | New | 275,642 | 8,161 | 0.27% | — | 133 | +275,642 | New | Q4 2025 | Jan 20, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 271,995 | 8,053 | 2.43% | 2.4% | 134 | -3,199 | -1.16% | Q4 2025 | Jan 26, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 263,728 | 7,808 | 1.57% | 2.53% | 135 | -151,099 | -36.42% | Q4 2025 | Feb 11, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 262,094 | 7,760 | 0.87% | 0.88% | 136 | +8,050 | 3.17% | Q4 2025 | Feb 17, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 256,676 | 7,600 | 0.33% | 0.3% | 137 | +17,600 | 7.36% | Q4 2025 | Feb 17, 2026 |
| Plus Group Wealth Advisors LLC | History | New | 255,245 | 7,557 | 8.38% | — | 138 | +255,245 | New | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 253,720 | 7,512 | 0.28% | 0.28% | 139 | +503 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Reduced | 250,995 | 7,431 | 0.09% | 0.09% | 140 | -12,863 | -4.87% | Q4 2025 | Jan 15, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 245,780 | 7,277 | 5.05% | 4.45% | 141 | +43,171 | 21.31% | Q4 2025 | Jan 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 244,641 | 7,243 | 0.23% | 0.28% | 142 | +35,864 | 17.18% | Q4 2025 | Jan 20, 2026 |
| Baring Financial LLC | History | New | 231,950 | 6,868 | 4.18% | — | 143 | +231,950 | New | Q4 2025 | Jan 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 229,945 | 6,808 | 0.01% | 0.01% | 144 | -28,248 | -10.94% | Q4 2025 | Jan 30, 2026 |
| FMR LLC | History | Added to | 226,204 | 6,697 | 0.0% | 0.0% | 145 | +11,821 | 5.51% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 225,832 | 6,686 | 0.03% | — | 146 | +225,832 | New | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 221,950 | 6,571 | 0.03% | 0.03% | 147 | +4,717 | 2.17% | Q4 2025 | Feb 17, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 221,889 | 6,570 | 3.71% | 3.76% | 148 | -1,807 | -0.81% | Q4 2025 | Jan 26, 2026 |
| Cadence Wealth Management LLC | History | Added to | 221,059 | 6,545 | 3.16% | 3.17% | 150 | +12,846 | 6.17% | Q4 2025 | Feb 06, 2026 |
| ProVise Management Group, LLC | History | Reduced | 221,070 | 6,545 | 0.47% | 0.48% | 149 | -2,276 | -1.02% | Q4 2025 | Jan 29, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 220,061 | 6,516 | 3.54% | 3.54% | 151 | +4,037 | 1.87% | Q4 2025 | Feb 05, 2026 |
| Sun Financial Inc | History | New | 219,992 | 6,513 | 3.63% | — | 152 | +219,992 | New | Q4 2025 | Feb 02, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 217,320 | 6,434 | 1.35% | 1.33% | 153 | +15,021 | 7.43% | Q4 2025 | Jan 23, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 216,543 | 6,411 | 1.65% | 1.64% | 154 | -164 | -0.08% | Q4 2025 | Jan 22, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 213,781 | 6,330 | 2.57% | 2.62% | 155 | -2,581 | -1.19% | Q4 2025 | Feb 11, 2026 |
| Valpey Financial Services, LLC | History | Added to | 211,120 | 6,251 | 3.99% | 3.95% | 156 | +3,675 | 1.77% | Q4 2025 | Mar 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 209,227 | 6,195 | 0.05% | 0.05% | 157 | +807 | 0.39% | Q4 2025 | Feb 12, 2026 |
| Avant Capital LLC | History | Added to | 208,309 | 6,168 | 4.23% | 4.17% | 158 | +4,741 | 2.33% | Q4 2025 | Feb 13, 2026 |
| Arnold Financial Planning LLC | History | New | 207,609 | 6,147 | 6.34% | — | 159 | +207,609 | New | Q4 2025 | Jan 27, 2026 |
| Glassman Wealth Services | History | No change | 205,333 | 6,079 | 0.82% | 0.84% | 160 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 203,138 | 6,014 | 0.08% | — | 161 | +203,138 | New | Q4 2025 | Feb 06, 2026 |
| Columbus Macro, LLC | History | Reduced | 201,872 | 5,977 | 0.65% | 0.77% | 162 | -29,712 | -12.83% | Q4 2025 | Jan 15, 2026 |
| Summit Financial, LLC | History | Added to | 201,351 | 5,962 | 0.09% | 0.09% | 163 | +3,897 | 1.97% | Q4 2025 | Feb 13, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 200,546 | 5,938 | 3.48% | 3.53% | 164 | -7,575 | -3.64% | Q4 2025 | Jan 21, 2026 |
| Lighthouse Wealth Management Inc. | History | Added to | 200,153 | 5,926 | 4.05% | 4.37% | 165 | +15,042 | 8.13% | Q4 2025 | Jan 15, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 199,582 | 5,909 | 1.65% | 1.77% | 166 | -16,413 | -7.6% | Q4 2025 | Feb 11, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Added to | 198,395 | 5,874 | 1.77% | 1.8% | 167 | +1,125 | 0.57% | Q4 2025 | Jan 30, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 196,333 | 5,813 | 0.07% | 0.07% | 168 | -59,829 | -23.36% | Q4 2025 | Feb 13, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 191,684 | 5,675 | 3.95% | 4.08% | 169 | +933 | 0.49% | Q4 2025 | Jan 23, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 190,559 | 5,642 | 1.53% | 1.72% | 170 | -821 | -0.43% | Q4 2025 | Feb 10, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 189,715 | 5,617 | 1.52% | 0.94% | 171 | -10,238 | -5.12% | Q4 2025 | Jan 27, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 189,046 | 5,597 | 0.61% | 0.61% | 172 | +3,942 | 2.13% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Added to | 188,450 | 5,579 | 0.0% | 0.0% | 173 | +138,818 | 279.69% | Q4 2025 | Feb 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 186,219 | 5,513 | 0.03% | — | 174 | +186,219 | New | Q4 2025 | Feb 18, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 182,749 | 5,411 | 0.74% | 0.74% | 175 | +4,709 | 2.64% | Q4 2025 | Jan 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 182,695 | 5,409 | 0.03% | 0.01% | 176 | +146,908 | 410.51% | Q4 2025 | Jan 29, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 182,615 | 5,407 | 1.49% | 1.41% | 177 | +8,916 | 5.13% | Q4 2025 | Jan 23, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 182,431 | 5,401 | 0.4% | 0.35% | 178 | -5,471 | -2.91% | Q4 2025 | Feb 17, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 177,656 | 5,260 | 1.48% | 1.48% | 179 | -1,394 | -0.78% | Q4 2025 | Feb 09, 2026 |
| Rinkey Investments | History | No change | 175,707 | 5,202 | 1.32% | 1.36% | 180 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Apex Wealth Management, LLC | History | Added to | 166,898 | 5,167 | 5.25% | 3.23% | 181 | +11,843 | 7.64% | Q4 2025 | Jan 26, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 173,917 | 5,149 | 4.25% | 4.53% | 182 | -15,862 | -8.36% | Q4 2025 | Feb 13, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 172,431 | 5,105 | 1.05% | 1.08% | 183 | -9,236 | -5.08% | Q4 2025 | Feb 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 171,739 | 5,085 | 0.18% | 0.18% | 184 | +7,931 | 4.84% | Q4 2025 | Feb 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 168,482 | 4,988 | 0.06% | 0.04% | 185 | +52,912 | 45.78% | Q4 2025 | Jan 20, 2026 |
| Baird Financial Group, Inc. | History | Added to | 164,492 | 4,870 | 0.01% | 0.01% | 186 | +4,129 | 2.57% | Q4 2025 | Feb 13, 2026 |
| New Hampshire Trust | History | Added to | 163,773 | 4,849 | 0.94% | 0.46% | 187 | +82,254 | 100.9% | Q4 2025 | Jan 29, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 160,813 | 4,846 | 0.49% | 0.5% | 188 | -2,306 | -1.41% | Q4 2025 | Jan 12, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 161,510 | 4,782 | 1.26% | 1.25% | 189 | +8,383 | 5.47% | Q4 2025 | Feb 06, 2026 |
| Embree Financial Group | History | Reduced | 160,514 | 4,752 | 0.58% | 0.65% | 190 | -5,235 | -3.16% | Q4 2025 | Jan 14, 2026 |
| Dakota Wealth Management | History | Added to | 160,365 | 4,748 | 0.08% | 0.09% | 191 | +2,452 | 1.55% | Q4 2025 | Jan 13, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 158,016 | 4,678 | 2.34% | 3.18% | 192 | +2,656 | 1.71% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 157,532 | 4,664 | 0.03% | 0.03% | 193 | +1,277 | 0.82% | Q4 2025 | Feb 03, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 156,883 | 4,645 | 0.97% | 0.99% | 194 | -854 | -0.54% | Q4 2025 | Jan 22, 2026 |
| One Capital Management, LLC | History | Reduced | 156,831 | 4,643 | 0.14% | 0.17% | 195 | -29,251 | -15.72% | Q4 2025 | Feb 10, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 155,871 | 4,615 | 0.37% | 0.35% | 196 | +11,331 | 7.84% | Q4 2025 | Jan 21, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 152,569 | 4,517 | 3.76% | 3.93% | 197 | -3,001 | -1.93% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 150,343 | 4,451 | 0.02% | 0.02% | 198 | -275 | -0.18% | Q4 2025 | Feb 18, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 149,899 | 4,438 | 1.54% | 1.54% | 199 | +7,926 | 5.58% | Q4 2025 | Jan 21, 2026 |
| KPP Advisory Services LLC | History | Added to | 145,899 | 4,320 | 0.63% | 0.57% | 200 | +14,477 | 11.02% | Q4 2025 | Feb 02, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 145,228 | 4,300 | 0.63% | 0.63% | 201 | +3,154 | 2.22% | Q4 2025 | Feb 09, 2026 |
| OneAscent Financial Services LLC | History | New | 144,180 | 4,269 | 0.39% | — | 202 | +144,180 | New | Q4 2025 | Feb 11, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 143,014 | 4,234 | 0.59% | 0.67% | 203 | -5,637 | -3.79% | Q4 2025 | Jan 09, 2026 |
| DDD Partners, LLC | History | Added to | 141,851 | 4,200 | 0.27% | 0.25% | 204 | +4,832 | 3.53% | Q4 2025 | Jan 22, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 141,719 | 4,196 | 0.39% | 0.4% | 205 | -1,560 | -1.09% | Q4 2025 | Jan 28, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 141,464 | 4,188 | 1.78% | 0.17% | 206 | +128,368 | 980.21% | Q4 2025 | Jan 26, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 134,753 | 3,990 | 1.62% | 1.62% | 207 | +2,225 | 1.68% | Q4 2025 | Feb 09, 2026 |
| RKL Wealth Management LLC | History | Reduced | 133,347 | 3,948 | 0.32% | 0.35% | 208 | -5,859 | -4.21% | Q4 2025 | Feb 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 133,246 | 3,945 | 0.19% | 0.24% | 209 | -575 | -0.43% | Q4 2025 | Jan 28, 2026 |
| BCS Wealth Management | History | Added to | 131,958 | 3,907 | 0.39% | 0.47% | 210 | +60,489 | 84.64% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 129,316 | 3,829 | 0.0% | 0.0% | 211 | +1,878 | 1.47% | Q4 2025 | Feb 13, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 129,225 | 3,826 | 0.35% | 0.47% | 212 | -33,435 | -20.56% | Q4 2025 | Jan 07, 2026 |
| Vise Technologies, Inc. | History | Added to | 128,792 | 3,813 | 0.07% | 0.12% | 213 | +21,489 | 20.03% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 128,457 | 3,803 | 0.01% | 0.0% | 214 | +87,869 | 216.49% | Q4 2025 | Feb 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 127,211 | 3,766 | 0.32% | 0.32% | 215 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 125,498 | 3,715 | 0.04% | 0.04% | 216 | -90 | -0.07% | Q4 2025 | Jan 21, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 125,136 | 3,705 | 0.15% | 0.14% | 217 | +6,759 | 5.71% | Q4 2025 | Feb 09, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 124,023 | 3,672 | 2.39% | — | 218 | +124,023 | New | Q4 2025 | Apr 02, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 123,576 | 3,659 | 0.07% | 0.07% | 219 | -2,730 | -2.16% | Q4 2025 | Jan 07, 2026 |
| Barden Capital Management, Inc. | History | Added to | 123,435 | 3,654 | 3.0% | 2.79% | 220 | +8,278 | 7.19% | Q4 2025 | Jan 06, 2026 |
| Diversified Enterprises, LLC | History | Added to | 120,722 | 3,574 | 0.21% | 0.18% | 221 | +26,420 | 28.02% | Q4 2025 | Jan 28, 2026 |
| NewEdge Wealth, LLC | History | Added to | 120,466 | 3,566 | 0.04% | 0.04% | 222 | +25,970 | 27.48% | Q4 2025 | Feb 03, 2026 |
| CERTUITY, LLC | History | Added to | 120,104 | 3,556 | 0.22% | 0.14% | 223 | +49,864 | 70.99% | Q4 2025 | Jan 30, 2026 |
| Apriem Advisors | History | Reduced | 118,825 | 3,518 | 0.32% | 0.35% | 224 | -9,232 | -7.21% | Q4 2025 | Feb 13, 2026 |
| Joseph Group Capital Management | History | Reduced | 116,824 | 3,459 | 0.91% | 1.0% | 225 | -5,158 | -4.23% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 116,607 | 3,452 | 0.0% | 0.0% | 226 | -539 | -0.46% | Q4 2025 | Feb 02, 2026 |
| Allen Capital Group, LLC | History | Added to | 113,821 | 3,370 | 0.31% | 0.29% | 227 | +9,755 | 9.37% | Q4 2025 | Feb 09, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 113,800 | 3,369 | 1.68% | 1.98% | 228 | -22,543 | -16.53% | Q4 2025 | Jan 30, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 113,397 | 3,357 | 0.14% | 0.15% | 229 | -7,288 | -6.04% | Q4 2025 | Feb 09, 2026 |
| Lido Advisors, LLC | History | Added to | 113,320 | 3,321 | 0.01% | 0.01% | 230 | +14,871 | 15.11% | Q4 2025 | Feb 10, 2026 |
| Altus Wealth Group LLC | History | Reduced | 110,799 | 3,280 | 1.31% | 1.49% | 231 | -13,525 | -10.88% | Q4 2025 | Feb 13, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 110,052 | 3,258 | 1.42% | 1.4% | 232 | +2,589 | 2.41% | Q4 2025 | Jan 16, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | New | 109,891 | 3,253 | 0.9% | — | 233 | +109,891 | New | Q4 2025 | Jan 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 105,619 | 3,127 | 0.04% | 0.04% | 234 | +1,167 | 1.12% | Q4 2025 | Feb 17, 2026 |
| Compass Advisory Group LLC | History | Added to | 105,234 | 3,115 | 0.84% | 0.85% | 235 | +1,358 | 1.31% | Q4 2025 | Jan 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 104,909 | 3,106 | 0.1% | 0.09% | 236 | -5,299 | -4.81% | Q4 2025 | Jan 09, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 104,919 | 3,106 | 1.36% | 1.37% | 237 | +308 | 0.29% | Q4 2025 | Feb 05, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 104,285 | 3,087 | 0.06% | 0.1% | 240 | -56,642 | -35.2% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 103,457 | 3,087 | 0.04% | 0.04% | 239 | +642 | 0.62% | Q4 2025 | Jan 23, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 104,277 | 3,087 | 0.19% | 0.2% | 238 | +192 | 0.18% | Q4 2025 | Jan 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 102,806 | 3,044 | 0.0% | 0.0% | 241 | +44,638 | 76.74% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Reduced | 102,484 | 3,034 | 0.02% | 0.02% | 242 | -343 | -0.33% | Q4 2025 | Jan 28, 2026 |
| ZynergyRetirementPlanningLLC | History | Reduced | 101,806 | 3,014 | 1.85% | 1.87% | 243 | -222 | -0.22% | Q4 2025 | Jan 09, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 99,991 | 2,960 | 0.11% | 0.01% | 245 | +94,169 | 1617.47% | Q4 2025 | Feb 04, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 99,976 | 2,960 | 0.13% | 0.14% | 244 | -8,108 | -7.5% | Q4 2025 | Jan 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 96,968 | 2,871 | 0.0% | 0.0% | 246 | +14,325 | 17.33% | Q4 2025 | Feb 17, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 96,583 | 2,859 | 0.4% | 0.42% | 247 | -1,187 | -1.21% | Q4 2025 | Jan 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 96,125 | 2,846 | 2.05% | 2.06% | 248 | +766 | 0.8% | Q4 2025 | Feb 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 94,018 | 2,805 | 0.19% | 0.11% | 249 | +44,764 | 90.88% | Q4 2025 | Jan 15, 2026 |
| M3 Advisory Group, LLC | History | Added to | 93,527 | 2,769 | 1.69% | 1.69% | 250 | +264 | 0.28% | Q4 2025 | Jan 16, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 91,593 | 2,712 | 0.05% | 0.06% | 251 | -9,421 | -9.33% | Q4 2025 | Feb 05, 2026 |
| Broadview Financial Management, LLC | History | Added to | 90,704 | 2,685 | 1.8% | 1.77% | 252 | +486 | 0.54% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 90,349 | 2,675 | 0.0% | 0.0% | 253 | +16,077 | 21.65% | Q4 2025 | Mar 09, 2026 |
| EVOKE WEALTH, LLC | History | No change | 88,290 | 2,614 | 0.05% | 0.05% | 254 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 95,145 | 2,576 | 0.9% | 0.82% | 255 | +7,336 | 8.35% | Q4 2025 | Jan 09, 2026 |
| Clearstead Advisors, LLC | History | Added to | 85,324 | 2,526 | 0.03% | 0.03% | 256 | +2,665 | 3.22% | Q4 2025 | Feb 09, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 84,785 | 2,510 | 0.33% | 0.35% | 257 | -1,732 | -2.0% | Q4 2025 | Jan 30, 2026 |
| Apella Capital, LLC | History | Reduced | 84,502 | 2,502 | 0.05% | 0.05% | 258 | -331 | -0.39% | Q4 2025 | Jan 21, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 83,962 | 2,486 | 0.72% | 0.72% | 259 | -167 | -0.2% | Q4 2025 | Feb 12, 2026 |
| Amicus Financial Advisors, LLC | History | New | 83,891 | 2,484 | 0.69% | — | 260 | +83,891 | New | Q4 2025 | Mar 02, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 83,497 | 2,472 | 0.22% | 0.22% | 261 | -737 | -0.87% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 82,893 | 2,454 | 0.12% | 0.12% | 262 | -23 | -0.03% | Q4 2025 | Jan 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 82,634 | 2,446 | 0.03% | 0.04% | 263 | -1,703 | -2.02% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | Added to | 82,518 | 2,443 | 0.0% | 0.0% | 264 | +31,695 | 62.36% | Q4 2025 | Jan 23, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 81,419 | 2,410 | 0.06% | 0.05% | 265 | +9,976 | 13.96% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 80,452 | 2,382 | 0.05% | 0.06% | 266 | -2,476 | -2.99% | Q4 2025 | Feb 13, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 80,195 | 2,374 | 1.41% | 1.42% | 267 | +1,373 | 1.74% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 80,002 | 2,368 | 1.04% | 1.03% | 268 | -1,021 | -1.26% | Q4 2025 | Feb 17, 2026 |
| Weaver Capital Management LLC | History | Reduced | 79,726 | 2,360 | 0.5% | 0.52% | 269 | -2,604 | -3.16% | Q4 2025 | Jan 22, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 79,239 | 2,346 | 0.38% | 0.38% | 270 | +385 | 0.49% | Q4 2025 | Jan 07, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 79,106 | 2,342 | 0.43% | 0.04% | 271 | -249 | -0.31% | Q4 2025 | Mar 04, 2026 |
| Secure Asset Management, LLC | History | Added to | 78,846 | 2,334 | 0.37% | 0.25% | 272 | +26,414 | 50.38% | Q4 2025 | Jan 20, 2026 |
| AE Wealth Management LLC | History | Reduced | 78,341 | 2,319 | 0.01% | 0.02% | 273 | -12,066 | -13.35% | Q4 2025 | Jan 26, 2026 |
| Elgethun Capital Management | History | Added to | 78,257 | 2,317 | 0.4% | 0.4% | 274 | +2,723 | 3.6% | Q4 2025 | Feb 10, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 77,349 | 2,290 | 1.01% | 1.71% | 275 | -120,693 | -60.94% | Q4 2025 | Feb 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 76,572 | 2,267 | 0.14% | 0.15% | 276 | -376 | -0.49% | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | Added to | 75,759 | 2,243 | 0.13% | 0.13% | 277 | +3,575 | 4.95% | Q4 2025 | Jan 27, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 75,726 | 2,242 | 0.05% | 0.05% | 278 | -2,079 | -2.67% | Q4 2025 | Feb 13, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 75,672 | 2,240 | 0.39% | 0.38% | 279 | -1,233 | -1.6% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 165,559 | 2,230 | 0.05% | 0.09% | 280 | +11,863 | 7.72% | Q4 2025 | Feb 11, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 72,183 | 2,200 | 0.4% | 0.4% | 281 | -955 | -1.31% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 73,252 | 2,168 | 0.08% | 0.09% | 282 | -7,037 | -8.76% | Q4 2025 | Feb 06, 2026 |
| MYECFO, LLC | History | Added to | 72,940 | 2,159 | 0.92% | 0.92% | 283 | +3,740 | 5.4% | Q4 2025 | Jan 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 72,774 | 2,154 | 0.0% | 0.0% | 284 | +41,147 | 130.1% | Q4 2025 | Feb 17, 2026 |
| BCWM, LLC | History | Added to | 71,313 | 2,111 | 0.63% | 0.6% | 285 | +3,000 | 4.39% | Q4 2025 | Feb 11, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 71,185 | 2,107 | 0.37% | 0.36% | 286 | +235 | 0.33% | Q4 2025 | Jan 27, 2026 |
| Monetary Solutions, Ltd | History | New | 70,176 | 2,077 | 2.05% | — | 287 | +70,176 | New | Q4 2025 | Feb 23, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 69,324 | 2,052 | 0.04% | 0.05% | 288 | +1,433 | 2.11% | Q4 2025 | Feb 09, 2026 |
| Twin Cities Retirement Group LLC | History | New | 68,004 | 2,013 | 1.94% | — | 289 | +68,004 | New | Q4 2025 | Feb 09, 2026 |
| Asset Dedication, LLC | History | Reduced | 67,883 | 2,010 | 0.13% | 0.14% | 290 | -4,606 | -6.35% | Q4 2025 | Jan 26, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 67,373 | 1,994 | 0.01% | 0.01% | 291 | +135 | 0.2% | Q4 2025 | Feb 13, 2026 |
| Emerald Advisors, LLC | History | Reduced | 67,095 | 1,986 | 0.27% | 0.26% | 292 | -4 | -0.01% | Q4 2025 | Jan 27, 2026 |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | History | Reduced | 66,702 | 1,975 | 1.33% | 1.26% | 293 | -46 | -0.07% | Q4 2025 | Jan 26, 2026 |
| Asset One Wealth Management LLC | History | New | 62,082 | 1,947 | 0.27% | — | 295 | +62,082 | New | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 65,782 | 1,947 | 0.06% | 0.07% | 294 | -575 | -0.87% | Q4 2025 | Feb 03, 2026 |
| Clear Retirement Advice LLC | History | New | 61,245 | 1,934 | 1.5% | — | 296 | +61,245 | New | Q4 2025 | Feb 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 64,958 | 1,923 | 0.09% | 0.05% | 297 | +32,044 | 97.36% | Q4 2025 | Jan 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 64,591 | 1,913 | 0.0% | 0.0% | 298 | +4,416 | 7.34% | Q4 2025 | Feb 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 64,347 | 1,905 | 0.01% | — | 299 | +64,347 | New | Q4 2025 | Feb 17, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 64,282 | 1,903 | 1.37% | 1.53% | 300 | -13,424 | -17.28% | Q4 2025 | Mar 12, 2026 |
| Index Technologies Group LLC | History | New | 63,639 | 1,884 | 1.97% | — | 301 | +63,639 | New | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | Added to | 63,366 | 1,876 | 0.03% | 0.03% | 302 | +5 | 0.01% | Q4 2025 | Feb 02, 2026 |
| Stewardship Advisors, LLC | History | Added to | 63,073 | 1,867 | 0.43% | 0.42% | 303 | +1,998 | 3.27% | Q4 2025 | Jan 15, 2026 |
| Net Worth Advisory Group | History | New | 62,942 | 1,863 | 0.38% | — | 304 | +62,942 | New | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 62,782 | 1,858 | 0.04% | 0.05% | 305 | -1,445 | -2.25% | Q4 2025 | Feb 06, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 62,255 | 1,843 | 0.21% | 0.21% | 306 | -158 | -0.25% | Q4 2025 | Jan 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 61,074 | 1,808 | 0.03% | 0.04% | 307 | -2,461 | -3.87% | Q4 2025 | Jan 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 60,812 | 1,800 | 0.04% | 0.06% | 308 | -16,402 | -21.24% | Q4 2025 | Feb 09, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 60,576 | 1,793 | 0.03% | 0.03% | 309 | -1,034 | -1.68% | Q4 2025 | Jan 22, 2026 |
| CGN Advisors LLC | History | Added to | 60,538 | 1,792 | 0.14% | 0.14% | 310 | +2,236 | 3.84% | Q4 2025 | Jan 05, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | No change | 60,036 | 1,777 | 0.12% | 0.12% | 311 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 58,560 | 1,733 | 0.03% | 0.03% | 312 | +49 | 0.08% | Q4 2025 | Feb 11, 2026 |
| K2 Financial Inc. | History | Added to | 56,962 | 1,729 | 1.34% | 1.28% | 313 | +1,666 | 3.01% | Q4 2025 | Jan 22, 2026 |
| Schaeffer Financial LLC | History | Reduced | 57,020 | 1,688 | 1.47% | 2.55% | 314 | -39,715 | -41.06% | Q4 2025 | Jan 30, 2026 |
| Maia Wealth LLC | History | Added to | 52,649 | 1,676 | 0.29% | 0.26% | 315 | +471 | 0.9% | Q4 2025 | Feb 17, 2026 |
| ASPIRIANT, LLC | History | Added to | 55,809 | 1,652 | 0.05% | 0.04% | 316 | +5,308 | 10.51% | Q4 2025 | Jan 20, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 55,547 | 1,644 | 0.64% | 0.69% | 317 | -3,703 | -6.25% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 54,989 | 1,628 | 0.08% | 0.08% | 318 | +5,781 | 11.75% | Q4 2025 | Feb 05, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 54,883 | 1,625 | 0.08% | 0.08% | 319 | +1,836 | 3.46% | Q4 2025 | Feb 10, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 54,608 | 1,616 | 0.16% | 0.16% | 320 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 53,509 | 1,584 | 0.03% | 0.01% | 321 | +36,092 | 207.22% | Q4 2025 | Feb 03, 2026 |
| BlackRock, Inc. | History | Added to | 53,322 | 1,578 | 0.0% | 0.0% | 322 | +31,105 | 140.01% | Q4 2025 | Feb 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 53,194 | 1,575 | 0.09% | 0.09% | 323 | +5,733 | 12.08% | Q4 2025 | Feb 04, 2026 |
| Csenge Advisory Group | History | Reduced | 52,649 | 1,558 | 0.07% | 0.08% | 324 | -2,172 | -3.96% | Q4 2025 | Feb 06, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 48,561 | 1,557 | 0.6% | 0.51% | 325 | +8,263 | 20.5% | Q4 2025 | Feb 12, 2026 |
| ETF Store, Inc. | History | Added to | 52,307 | 1,548 | 1.58% | 1.59% | 326 | +828 | 1.61% | Q4 2025 | Jan 22, 2026 |
| Ballast Financial Advisors LLC | History | New | 52,155 | 1,544 | 1.59% | — | 327 | +52,155 | New | Q4 2025 | Feb 17, 2026 |
| Keel Point, LLC | History | Reduced | 51,458 | 1,523 | 0.09% | 0.1% | 328 | -3,480 | -6.33% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 51,302 | 1,519 | 0.01% | 0.01% | 329 | +1,220 | 2.44% | Q4 2025 | Feb 11, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 50,469 | 1,494 | 0.68% | 2.84% | 330 | -226,987 | -81.81% | Q4 2025 | Jan 23, 2026 |
| Sovran Advisors, LLC | History | Added to | 48,307 | 1,494 | 0.13% | 0.07% | 331 | +18,995 | 64.8% | Q4 2025 | Jan 20, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 49,985 | 1,480 | 0.7% | 0.79% | 332 | -262 | -0.52% | Q4 2025 | Feb 09, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 49,013 | 1,451 | 0.29% | 0.32% | 333 | +271 | 0.56% | Q4 2025 | Jan 09, 2026 |
| Continuum Advisory, LLC | History | Added to | 48,714 | 1,442 | 0.14% | 0.15% | 334 | +859 | 1.8% | Q4 2025 | Feb 11, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 48,569 | 1,438 | 0.68% | 0.67% | 335 | +949 | 1.99% | Q4 2025 | Jan 21, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 48,194 | 1,427 | 0.16% | 0.16% | 336 | -740 | -1.51% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 47,704 | 1,412 | 0.0% | 0.0% | 337 | -2,058 | -4.14% | Q4 2025 | Mar 16, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 47,600 | 1,409 | 0.0% | 0.01% | 338 | -101,200 | -68.01% | Q4 2025 | Feb 12, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 47,562 | 1,408 | 0.3% | 0.28% | 339 | +3,702 | 8.44% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 47,496 | 1,406 | 0.03% | 0.03% | 340 | +7,524 | 18.82% | Q4 2025 | Jan 28, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 47,440 | 1,404 | 0.36% | 0.37% | 341 | -1,118 | -2.3% | Q4 2025 | Jan 23, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 47,386 | 1,403 | 0.03% | 0.06% | 342 | -35,371 | -42.74% | Q4 2025 | Feb 17, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 47,323 | 1,401 | 0.36% | 0.35% | 343 | +1,264 | 2.74% | Q4 2025 | Jan 07, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 47,051 | 1,393 | 0.32% | 0.33% | 344 | -793 | -1.66% | Q4 2025 | Jan 23, 2026 |
| Meramec Financial Planners, LLC | History | New | 43,255 | 1,388 | 0.54% | — | 346 | +43,255 | New | Q4 2025 | Feb 10, 2026 |
| SOL Capital Management CO | History | Added to | 46,889 | 1,388 | 0.12% | 0.12% | 345 | +475 | 1.02% | Q4 2025 | Jan 30, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 46,860 | 1,387 | 0.05% | 0.05% | 347 | -504 | -1.06% | Q4 2025 | Feb 02, 2026 |
| United Advisor Group, LLC | History | Added to | 46,652 | 1,381 | 0.17% | 0.18% | 348 | +1,679 | 3.73% | Q4 2025 | Jan 26, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 46,434 | 1,374 | 0.03% | 0.03% | 349 | +20 | 0.04% | Q4 2025 | Feb 03, 2026 |
| Creekside Partners | History | Added to | 46,010 | 1,362 | 0.58% | 0.59% | 350 | +170 | 0.37% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 45,683 | 1,352 | 0.01% | 0.01% | 351 | +5,301 | 13.13% | Q4 2025 | Feb 17, 2026 |
| True North Advisors, LLC | History | New | 45,641 | 1,351 | 0.17% | — | 352 | +45,641 | New | Q4 2025 | Jan 22, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 43,844 | 1,349 | 0.03% | 0.02% | 353 | +11,299 | 34.72% | Q4 2025 | Jan 28, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 45,347 | 1,342 | 0.01% | 0.01% | 354 | -7 | -0.02% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 44,981 | 1,331 | 0.03% | 0.03% | 355 | +1 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 44,930 | 1,330 | 0.92% | 0.9% | 356 | -70 | -0.16% | Q4 2025 | Jan 21, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 44,820 | 1,327 | 0.01% | 0.01% | 357 | -106 | -0.24% | Q4 2025 | Feb 17, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 44,115 | 1,306 | 0.11% | 0.11% | 358 | +4 | 0.01% | Q4 2025 | Feb 06, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 43,678 | 1,293 | 0.36% | 0.31% | 359 | +7,899 | 22.08% | Q4 2025 | Feb 03, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 42,933 | 1,271 | 0.04% | 0.04% | 360 | +8 | 0.02% | Q4 2025 | Feb 10, 2026 |
| Vanguard Capital Wealth Advisors | History | Added to | 42,866 | 1,269 | 1.02% | 0.99% | 361 | +333 | 0.78% | Q4 2025 | Jan 16, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 42,817 | 1,267 | 0.78% | 0.89% | 362 | -5,221 | -10.87% | Q4 2025 | Jan 26, 2026 |
| L2 Asset Management, LLC | History | Added to | 42,731 | 1,265 | 0.17% | 0.11% | 363 | +16,323 | 61.81% | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 42,553 | 1,260 | 0.08% | 0.08% | 365 | +423 | 1.0% | Q4 2025 | Feb 03, 2026 |
| IMA Advisory Services, Inc. | History | No change | 42,558 | 1,260 | 0.12% | 0.12% | 364 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 42,527 | 1,259 | 0.32% | 0.33% | 366 | -170 | -0.4% | Q4 2025 | Feb 06, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 42,186 | 1,249 | 0.05% | 0.05% | 367 | -297 | -0.7% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 41,548 | 1,230 | 0.0% | 0.0% | 368 | -190,060 | -82.06% | Q4 2025 | Mar 25, 2026 |
| First County Bank /CT/ | History | Added to | 41,548 | 1,230 | 0.64% | 0.59% | 369 | +1,677 | 4.21% | Q4 2025 | Jan 14, 2026 |
| Tactive Advisors, LLC | History | Added to | 41,273 | 1,222 | 0.36% | 0.29% | 370 | +5,845 | 16.5% | Q4 2025 | Jan 09, 2026 |
| Haverford Trust Co | History | Added to | 41,083 | 1,216 | 0.01% | 0.01% | 371 | +372 | 0.91% | Q4 2025 | Feb 13, 2026 |
| Knuff & Co LLC | History | No change | 40,438 | 1,197 | 0.35% | 0.34% | 372 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wedmont Private Capital | History | Added to | 39,580 | 1,192 | 0.04% | 0.02% | 373 | +22,684 | 134.26% | Q4 2025 | Jan 08, 2026 |
| Modern Wealth Management, LLC | History | Added to | 40,053 | 1,185 | 0.02% | 0.01% | 374 | +17,607 | 78.44% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 39,882 | 1,180 | 0.0% | 0.0% | 375 | +13,451 | 50.89% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Added to | 39,846 | 1,179 | 0.0% | 0.0% | 376 | +15,194 | 61.63% | Q4 2025 | Jan 29, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 39,086 | 1,157 | 0.07% | 0.08% | 377 | -1,754 | -4.29% | Q4 2025 | Feb 18, 2026 |
| Enclave Advisors LLC | History | Added to | 38,881 | 1,151 | 0.16% | 0.12% | 378 | +11,292 | 40.93% | Q4 2025 | Jan 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 38,760 | 1,147 | 0.19% | 0.2% | 379 | +213 | 0.55% | Q4 2025 | Feb 11, 2026 |
| Athena Investment Management | History | No change | 38,510 | 1,140 | 0.58% | 0.58% | 380 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Waterford Advisors, LLC | History | Reduced | 34,807 | 1,139 | 0.44% | 1.5% | 381 | -114,567 | -76.7% | Q4 2025 | Feb 20, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | New | 38,370 | 1,136 | 0.59% | — | 383 | +38,370 | New | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 38,378 | 1,136 | 0.04% | 0.04% | 382 | -965 | -2.45% | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 38,122 | 1,128 | 0.0% | 0.0% | 384 | -3,408 | -8.21% | Q4 2025 | Feb 17, 2026 |
| HOEY INVESTMENTS, INC | History | Reduced | 37,951 | 1,123 | 0.15% | 0.15% | 385 | -30 | -0.08% | Q4 2025 | Jan 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 37,724 | 1,117 | 0.01% | 0.01% | 386 | +680 | 1.84% | Q4 2025 | Feb 02, 2026 |
| SCS Capital Management LLC | History | Reduced | 37,472 | 1,109 | 0.01% | 0.02% | 387 | -21,457 | -36.41% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 37,353 | 1,106 | 0.08% | 0.07% | 388 | +5,560 | 17.49% | Q4 2025 | Jan 21, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 35,652 | 1,103 | 0.03% | 0.03% | 389 | +128 | 0.36% | Q4 2025 | Jan 23, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 36,312 | 1,075 | 0.25% | — | 390 | +36,312 | New | Q4 2025 | Mar 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 35,902 | 1,063 | 0.01% | 0.02% | 391 | -547 | -1.5% | Q4 2025 | Feb 10, 2026 |
| NWAM LLC | History | Reduced | 35,575 | 1,059 | 0.06% | 0.06% | 392 | -1,159 | -3.16% | Q4 2025 | Feb 04, 2026 |
| Wescott Financial Advisory Group, LLC | History | New | 35,130 | 1,040 | 0.09% | — | 393 | +35,130 | New | Q4 2025 | Feb 12, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 34,883 | 1,032 | 0.05% | 0.05% | 394 | +160 | 0.46% | Q4 2025 | Feb 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 34,600 | 1,024 | 0.17% | 0.18% | 395 | +644 | 1.9% | Q4 2025 | Jan 26, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 34,200 | 1,012 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Thayer Financial, L.L.C. | History | New | 34,092 | 1,009 | 1.07% | — | 398 | +34,092 | New | Q4 2025 | Jan 12, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 34,080 | 1,009 | 0.28% | 0.3% | 397 | -225 | -0.66% | Q4 2025 | Jan 14, 2026 |
| New Republic Capital, LLC | History | New | 34,046 | 1,008 | 0.27% | — | 399 | +34,046 | New | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 33,886 | 1,003 | 0.0% | — | 400 | +33,886 | New | Q4 2025 | Feb 13, 2026 |
| Chesapeake Wealth Management | History | Reduced | 33,885 | 1,003 | 0.3% | 0.31% | 401 | -1,495 | -4.23% | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 33,385 | 996 | 0.04% | 0.04% | 402 | +10,129 | 43.55% | Q4 2025 | Feb 13, 2026 |
| Hidden Cove Wealth Management, LLC | History | Reduced | 33,204 | 983 | 0.64% | 0.65% | 403 | -842 | -2.47% | Q4 2025 | Feb 02, 2026 |
| HUB Investment Partners, LLC | History | Added to | 33,099 | 980 | 0.03% | 0.01% | 404 | +25,242 | 321.27% | Q4 2025 | Feb 17, 2026 |
| Verum Partners LLC | History | Reduced | 33,104 | 980 | 0.2% | 0.21% | 405 | -263 | -0.79% | Q4 2025 | Jan 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 33,061 | 978 | 0.05% | 0.05% | 406 | -3,664 | -9.98% | Q4 2025 | Feb 13, 2026 |
| WBH ADVISORY INC | History | Added to | 33,002 | 977 | 0.07% | 0.07% | 407 | +2,550 | 8.37% | Q4 2025 | Jan 26, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 32,903 | 974 | 0.15% | 0.16% | 408 | -1,045 | -3.08% | Q4 2025 | Jan 23, 2026 |
| BFSG, LLC | History | Reduced | 32,660 | 967 | 0.09% | 0.09% | 409 | -284 | -0.86% | Q4 2025 | Jan 22, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 32,644 | 966 | 0.48% | 0.6% | 410 | -10,325 | -24.03% | Q4 2025 | Feb 09, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 32,559 | 964 | 0.27% | 0.3% | 411 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Atlas Wealth Partners, LLC | History | Reduced | 32,439 | 960 | 1.06% | 0.97% | 412 | -120 | -0.37% | Q4 2025 | Jan 26, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 32,215 | 953 | 0.04% | 0.1% | 413 | -2,708 | -7.75% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 32,094 | 950 | 0.01% | 0.03% | 414 | -25,007 | -43.79% | Q4 2025 | Jan 20, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 31,968 | 946 | 0.09% | 0.1% | 415 | +9 | 0.03% | Q4 2025 | Jan 27, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 31,883 | 944 | 0.99% | 0.94% | 416 | -802 | -2.45% | Q4 2025 | Jan 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 31,633 | 936 | 0.02% | 0.02% | 417 | -3,070 | -8.85% | Q4 2025 | Jan 14, 2026 |
| Indivisible Partners | History | New | 31,385 | 929 | 0.1% | — | 418 | +31,385 | New | Q4 2025 | Feb 03, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 31,358 | 928 | 0.1% | 0.1% | 419 | +51 | 0.16% | Q4 2025 | Jan 20, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 31,302 | 926 | 0.06% | 0.06% | 420 | -85 | -0.27% | Q4 2025 | Jan 16, 2026 |
| Sachetta, LLC | History | Reduced | 30,746 | 910 | 0.5% | 0.34% | 421 | -245 | -0.79% | Q4 2025 | Feb 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 30,251 | 895 | 0.02% | 0.02% | 422 | -2,027 | -6.28% | Q4 2025 | Jan 07, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 30,066 | 890 | 0.2% | 0.23% | 423 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 29,908 | 885 | 0.01% | 0.02% | 424 | -1,910 | -6.0% | Q4 2025 | Jan 28, 2026 |
| Argos Wealth Advisors, LLC | History | New | 29,844 | 883 | 0.24% | — | 425 | +29,844 | New | Q4 2025 | Feb 04, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 29,793 | 882 | 0.41% | 0.42% | 426 | -755 | -2.47% | Q4 2025 | Jan 22, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 29,818 | 882 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 29,725 | 880 | 0.15% | 0.15% | 428 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 29,664 | 878 | 0.01% | 0.01% | 429 | +291 | 0.99% | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 29,516 | 873 | 0.28% | 0.3% | 430 | +215 | 0.73% | Q4 2025 | Feb 10, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 29,220 | 865 | 0.2% | 0.21% | 431 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Joule Financial, LLC | History | Reduced | 29,205 | 864 | 0.26% | 0.34% | 433 | -9,447 | -24.44% | Q4 2025 | Jan 20, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 29,193 | 864 | 0.05% | 0.05% | 432 | -1,340 | -4.39% | Q4 2025 | Jan 20, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 29,124 | 862 | 0.1% | 0.08% | 434 | +4,592 | 18.72% | Q4 2025 | Jan 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 29,089 | 861 | 0.01% | 0.01% | 435 | -7,351 | -20.17% | Q4 2025 | Jan 22, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 28,802 | 852 | 0.1% | 0.1% | 436 | +874 | 3.13% | Q4 2025 | Jan 26, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 28,791 | 852 | 0.16% | 0.16% | 437 | +55 | 0.19% | Q4 2025 | Jan 26, 2026 |
| Ironwood Financial, llc | History | Reduced | 27,705 | 849 | 0.14% | 0.15% | 438 | -1,013 | -3.53% | Q4 2025 | Jan 15, 2026 |
| GREENLEAF TRUST | History | No change | 28,650 | 848 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 28,292 | 837 | 0.0% | 0.0% | 440 | +3,295 | 13.18% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 28,255 | 837 | 0.01% | 0.01% | 441 | +419 | 1.51% | Q4 2025 | Jan 05, 2026 |
| WPG Advisers, LLC | History | Added to | 28,196 | 834 | 0.62% | 0.63% | 442 | +89 | 0.32% | Q4 2025 | Jan 28, 2026 |
| UMB Bank, n.a. | History | Added to | 28,134 | 833 | 0.01% | 0.01% | 443 | +1,683 | 6.36% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 28,053 | 830 | 0.0% | 0.0% | 444 | +23,942 | 582.39% | Q4 2025 | Feb 17, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 27,986 | 828 | 0.06% | 0.06% | 445 | +87 | 0.31% | Q4 2025 | Jan 13, 2026 |
| Santori & Peters, Inc. | History | Added to | 27,762 | 822 | 0.28% | 0.29% | 446 | +43 | 0.16% | Q4 2025 | Jan 15, 2026 |
| Biltmore Family Office, LLC | History | No change | 27,546 | 815 | 0.11% | 0.11% | 447 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 26,550 | 786 | 0.52% | — | 449 | +26,550 | New | Q4 2025 | Feb 13, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 28,793 | 786 | 0.13% | 0.06% | 448 | +17,723 | 160.1% | Q4 2025 | Jan 29, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 26,394 | 781 | 0.01% | 0.01% | 450 | +400 | 1.54% | Q4 2025 | Feb 11, 2026 |
| Well Done, LLC | History | No change | 26,265 | 777 | 0.12% | 0.13% | 451 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 26,210 | 776 | 0.35% | 0.36% | 452 | +130 | 0.5% | Q4 2025 | Feb 10, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 26,173 | 774 | 0.4% | 0.25% | 453 | +10,674 | 68.87% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 26,126 | 773 | 0.01% | 0.01% | 454 | +1,814 | 7.46% | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 25,699 | 760 | 0.02% | 0.02% | 455 | -942 | -3.54% | Q4 2025 | Feb 06, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 25,654 | 759 | 0.11% | 0.13% | 456 | -3,116 | -10.83% | Q4 2025 | Jan 16, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 25,450 | 753 | 0.51% | 0.53% | 457 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Smart Portfolios, LLC | History | No change | 25,345 | 750 | 0.75% | 0.71% | 458 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 24,990 | 739 | 0.73% | — | 459 | +24,990 | New | Q4 2025 | Feb 19, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 24,706 | 731 | 0.03% | 0.03% | 460 | +136 | 0.55% | Q4 2025 | Jan 29, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 24,591 | 728 | 0.25% | 0.28% | 461 | -3,618 | -12.83% | Q4 2025 | Jan 05, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 24,283 | 726 | 0.28% | 0.3% | 462 | +134 | 0.55% | Q4 2025 | Jan 21, 2026 |
| Blueprint Investment Partners LLC | History | No change | 24,456 | 724 | 0.08% | 0.1% | 463 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 24,417 | 722 | 0.31% | 0.38% | 464 | +431 | 1.8% | Q4 2025 | Feb 13, 2026 |
| HANCOCK WHITNEY CORP | History | New | 24,277 | 718 | 0.01% | — | 465 | +24,277 | New | Q4 2025 | Feb 17, 2026 |
| Alliance Wealth Management Group | History | No change | 24,237 | 717 | 0.16% | 0.16% | 466 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Towercrest Capital Management | History | No change | 24,237 | 717 | 0.11% | 0.11% | 467 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 24,139 | 714 | 0.16% | 0.16% | 468 | +1 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 24,088 | 713 | 0.46% | 0.48% | 469 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 23,961 | 709 | 0.05% | 0.06% | 470 | -4,094 | -14.59% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 23,746 | 703 | 0.01% | 0.02% | 471 | -11,134 | -31.92% | Q4 2025 | Feb 03, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 23,736 | 702 | 0.11% | 0.15% | 472 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Adelphi Trust Co | History | New | 23,664 | 700 | 0.57% | — | 474 | +23,664 | New | Q4 2025 | Jan 26, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 23,664 | 700 | 0.13% | 0.13% | 473 | -740 | -3.03% | Q4 2025 | Feb 17, 2026 |
| Lantz Financial LLC | History | No change | 23,610 | 699 | 0.15% | 0.15% | 475 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Texas Yale Capital Corp. | History | Added to | 23,504 | 695 | 0.02% | 0.02% | 476 | +44 | 0.19% | Q4 2025 | Feb 10, 2026 |
| FIRST AMERICAN TRUST, FSB | History | New | 23,400 | 692 | 0.05% | — | 477 | +23,400 | New | Q4 2025 | Feb 11, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 23,240 | 688 | 0.14% | 0.14% | 478 | +89 | 0.38% | Q4 2025 | Feb 11, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 23,228 | 687 | 0.15% | 0.12% | 479 | -1,255 | -5.13% | Q4 2025 | Feb 17, 2026 |
| Sculati Wealth Management, LLC | History | Reduced | 23,084 | 683 | 0.24% | 0.24% | 480 | -176 | -0.76% | Q4 2025 | Feb 05, 2026 |
| Plancorp, LLC | History | Reduced | 23,035 | 682 | 0.02% | 0.02% | 481 | -87 | -0.38% | Q4 2025 | Feb 05, 2026 |
| LongView Wealth Management | History | Added to | 21,984 | 674 | 0.16% | 0.17% | 482 | +62 | 0.28% | Q4 2025 | Jan 13, 2026 |
| Independent Wealth Network Inc. | History | Added to | 22,510 | 666 | 0.2% | 0.18% | 483 | +2,821 | 14.33% | Q4 2025 | Jan 26, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 21,418 | 663 | 0.34% | 0.36% | 484 | -988 | -4.41% | Q4 2025 | Jan 27, 2026 |
| Womack Financial LLC | History | Reduced | 22,274 | 659 | 0.49% | 0.54% | 486 | -1,968 | -8.12% | Q4 2025 | Feb 10, 2026 |
| GREENWOOD GEARHART INC | History | Added to | 22,264 | 659 | 0.04% | 0.04% | 485 | +405 | 1.85% | Q4 2025 | Feb 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 22,215 | 657 | 0.0% | 0.0% | 487 | -6,125 | -21.61% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | No change | 22,063 | 653 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 21,904 | 648 | 0.16% | 0.16% | 489 | +119 | 0.55% | Q4 2025 | Feb 11, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 21,558 | 638 | 0.06% | 0.06% | 490 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 21,532 | 637 | 0.32% | 0.34% | 491 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 21,505 | 636 | 0.01% | 0.01% | 492 | +12 | 0.06% | Q4 2025 | Feb 12, 2026 |
| Stark Wealth Management LLC | History | Added to | 21,468 | 635 | 2.38% | 2.82% | 493 | +259 | 1.22% | Q4 2025 | Feb 17, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 21,310 | 630 | 0.16% | 0.13% | 494 | +3,621 | 20.47% | Q4 2025 | Jan 02, 2026 |
| KINTRA WEALTH, LLC | History | New | 21,184 | 627 | 0.09% | — | 495 | +21,184 | New | Q4 2025 | Feb 18, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 21,134 | 625 | 0.02% | 0.02% | 496 | -436 | -2.02% | Q4 2025 | Jan 28, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Added to | 21,071 | 623 | 0.42% | 0.38% | 497 | +3,634 | 20.84% | Q4 2025 | Feb 02, 2026 |
| Uptown Financial Advisors LLC | History | Reduced | 21,060 | 623 | 0.45% | 0.52% | 498 | -790 | -3.62% | Q4 2025 | Jan 23, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | No change | 20,409 | 604 | 1.0% | 0.8% | 499 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 20,218 | 598 | 0.08% | — | 500 | +20,218 | New | Q4 2025 | Feb 04, 2026 |
| Resolute Advisors LLC | History | Added to | 20,005 | 592 | 0.19% | 0.15% | 501 | +110 | 0.55% | Q4 2025 | Feb 11, 2026 |
| Livet Wealth, LLC | History | New | 19,907 | 589 | 0.36% | — | 502 | +19,907 | New | Q4 2025 | Feb 13, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 19,914 | 587 | 0.18% | 1.49% | 503 | -178,974 | -89.99% | Q4 2025 | Feb 06, 2026 |
| Gilbert & Cook, Inc. | History | No change | 19,764 | 585 | 0.07% | 0.07% | 504 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 19,752 | 584 | 0.07% | — | 505 | +19,752 | New | Q4 2025 | Feb 13, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 19,610 | 580 | 0.07% | 0.07% | 506 | -315 | -1.58% | Q4 2025 | Jan 20, 2026 |
| Center for Financial Planning, Inc. | History | No change | 19,533 | 578 | 0.06% | 0.06% | 507 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Obermeyer Wealth Partners | History | Added to | 19,346 | 572 | 0.03% | 0.03% | 508 | +1 | 0.01% | Q4 2025 | Jan 29, 2026 |
| Seneschal Advisors, LLC | History | No change | 19,164 | 567 | 0.42% | 0.4% | 509 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Reduced | 19,125 | 566 | 0.0% | 0.0% | 510 | -475 | -2.42% | Q4 2025 | Feb 17, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 19,081 | 564 | 0.12% | 0.13% | 513 | -819 | -4.12% | Q4 2025 | Jan 23, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 19,068 | 564 | 0.15% | 0.15% | 512 | -178 | -0.92% | Q4 2025 | Feb 04, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 19,080 | 564 | 0.03% | 0.03% | 511 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 18,857 | 558 | 0.02% | 0.02% | 514 | +144 | 0.77% | Q4 2025 | Feb 03, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 18,744 | 555 | 0.1% | 0.11% | 515 | -360 | -1.88% | Q4 2025 | Feb 05, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 18,692 | 553 | 0.03% | 0.03% | 516 | +74 | 0.4% | Q4 2025 | Jan 23, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 18,240 | 540 | 0.23% | 0.26% | 517 | -1,211 | -6.23% | Q4 2025 | Feb 02, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 18,210 | 539 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Radnor Capital Management, LLC | History | No change | 18,210 | 539 | 0.08% | 0.08% | 519 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 18,068 | 534 | 0.0% | 0.0% | 520 | +2,280 | 14.44% | Q4 2025 | Feb 12, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 18,033 | 533 | 0.05% | 0.05% | 521 | +575 | 3.29% | Q4 2025 | Feb 17, 2026 |
| M Holdings Securities, Inc. | History | New | 17,912 | 530 | 0.04% | — | 522 | +17,912 | New | Q4 2025 | Feb 11, 2026 |
| Zhang Financial LLC | History | Added to | 17,919 | 530 | 0.02% | 0.02% | 524 | +80 | 0.45% | Q4 2025 | Feb 10, 2026 |
| NorthRock Partners, LLC | History | Added to | 17,911 | 530 | 0.01% | 0.01% | 523 | +21 | 0.12% | Q4 2025 | Feb 17, 2026 |
| Elm Partners Management LLC | History | Added to | 17,881 | 529 | 0.02% | 0.02% | 525 | +5,666 | 46.39% | Q4 2025 | Feb 10, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | No change | 17,125 | 527 | 0.25% | 0.31% | 526 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Goldstein Advisors, LLC | History | Added to | 17,788 | 526 | 0.06% | 0.06% | 527 | +487 | 2.81% | Q4 2025 | Feb 10, 2026 |
| Fisher Asset Management, LLC | History | New | 17,701 | 524 | 0.0% | — | 528 | +17,701 | New | Q4 2025 | Feb 09, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 17,612 | 521 | 0.28% | 0.22% | 530 | +3,738 | 26.94% | Q4 2025 | Feb 23, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 17,597 | 521 | 0.01% | 0.01% | 529 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 17,036 | 520 | 0.12% | 0.13% | 531 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 17,238 | 510 | 0.17% | 0.17% | 532 | +95 | 0.55% | Q4 2025 | Jan 07, 2026 |
| Lynx Investment Advisory | History | Added to | 17,195 | 509 | 0.28% | 0.3% | 533 | +128 | 0.75% | Q4 2025 | Feb 05, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 16,041 | 503 | 0.2% | 0.17% | 534 | +1,674 | 11.65% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 16,977 | 502 | 0.07% | — | 535 | +16,977 | New | Q4 2025 | Feb 09, 2026 |
| Facet Wealth, Inc. | History | Added to | 16,183 | 501 | 0.01% | 0.01% | 536 | +6,732 | 71.23% | Q4 2025 | Jan 29, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 16,825 | 498 | 0.06% | 0.07% | 537 | +442 | 2.7% | Q4 2025 | Feb 13, 2026 |
| FULTON BANK, N.A. | History | New | 16,779 | 496 | 0.02% | — | 538 | +16,779 | New | Q4 2025 | Jan 08, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 16,776 | 496 | 0.2% | 0.17% | 539 | -232 | -1.36% | Q4 2025 | Jan 28, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 16,737 | 495 | 0.09% | 0.1% | 540 | -1,124 | -6.29% | Q4 2025 | Jan 07, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 16,550 | 490 | 0.05% | 0.04% | 541 | +1,454 | 9.63% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 16,513 | 488 | 0.01% | 0.01% | 542 | -1,961 | -10.61% | Q4 2025 | Feb 09, 2026 |
| KLCM Advisors, Inc. | History | New | 16,463 | 487 | 0.04% | — | 543 | +16,463 | New | Q4 2025 | Feb 04, 2026 |
| Blue Trust, Inc. | History | Added to | 16,458 | 487 | 0.01% | 0.01% | 544 | +85 | 0.52% | Q4 2025 | Jan 16, 2026 |
| BROWN ADVISORY INC | History | Added to | 16,387 | 485 | 0.0% | 0.0% | 545 | +3,378 | 25.97% | Q4 2025 | Feb 13, 2026 |
| THEORY FINANCIAL LLC | History | No change | 15,618 | 482 | 0.16% | 0.16% | 546 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Payne Capital LLC | History | No change | 16,266 | 481 | 0.49% | 0.48% | 547 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 16,150 | 478 | 1.02% | 1.04% | 548 | -293,554 | -94.79% | Q4 2025 | Feb 13, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 16,121 | 477 | 0.04% | 0.04% | 549 | -114 | -0.7% | Q4 2025 | Feb 18, 2026 |
| Fortune Financial Group, Inc. | History | New | 15,221 | 476 | 0.47% | — | 551 | +15,221 | New | Q4 2025 | Feb 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 16,079 | 476 | 0.03% | 0.03% | 550 | -1,310 | -7.53% | Q4 2025 | Jan 07, 2026 |
| Smith Salley Wealth Management | History | Reduced | 16,042 | 475 | 0.02% | 0.02% | 552 | -27 | -0.17% | Q4 2025 | Jan 27, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 15,920 | 471 | 0.24% | 0.28% | 553 | -816 | -4.88% | Q4 2025 | Feb 23, 2026 |
| TruNorth Capital Management, LLC | History | No change | 15,885 | 470 | 0.09% | 0.09% | 554 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| American Trust | History | Reduced | 15,868 | 469 | 0.04% | 0.15% | 555 | -43,450 | -73.25% | Q4 2025 | Feb 17, 2026 |
| Basepoint Wealth LLC | History | Added to | 15,848 | 469 | 0.28% | 0.32% | 556 | +87 | 0.55% | Q4 2025 | Feb 10, 2026 |
| Brickley Wealth Management | History | Added to | 15,823 | 468 | 0.08% | 0.07% | 557 | +1,733 | 12.3% | Q4 2025 | Jan 29, 2026 |
| StoneX Group Inc. | History | Reduced | 15,709 | 467 | 0.02% | 0.05% | 558 | -21,878 | -58.21% | Q4 2025 | Feb 12, 2026 |
| Ignite Planners, LLC | History | Added to | 15,025 | 467 | 0.07% | 0.03% | 560 | +7,935 | 111.92% | Q4 2025 | Feb 06, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 15,784 | 467 | 0.03% | 0.03% | 559 | +147 | 0.94% | Q4 2025 | Apr 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 15,276 | 465 | 0.01% | 0.0% | 561 | +13,791 | 928.69% | Q4 2025 | Jan 26, 2026 |
| American Investment Services, Inc. | History | Reduced | 15,663 | 463 | 0.11% | 0.12% | 562 | -1,635 | -9.45% | Q4 2025 | Feb 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 15,603 | 462 | 0.07% | 0.07% | 563 | +389 | 2.56% | Q4 2025 | Jan 12, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 15,070 | 461 | 0.06% | 0.06% | 564 | -49 | -0.32% | Q4 2025 | Jan 14, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 15,518 | 459 | 0.11% | 0.11% | 565 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 15,391 | 455 | 0.01% | 0.01% | 566 | +1,559 | 11.27% | Q4 2025 | Jan 23, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 15,040 | 445 | 0.07% | 0.07% | 567 | -66 | -0.44% | Q4 2025 | Jan 20, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 14,927 | 441 | 0.0% | — | 568 | +14,927 | New | Q4 2025 | Feb 17, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 14,178 | 441 | 0.28% | 0.29% | 570 | -1,639 | -10.36% | Q4 2025 | Feb 11, 2026 |
| Cascade Investment Advisors, Inc. | History | No change | 14,924 | 441 | 0.26% | 0.26% | 569 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 14,831 | 439 | 0.16% | 0.18% | 571 | -1,119 | -7.02% | Q4 2025 | Jan 28, 2026 |
| Geometric Wealth Advisors | History | Added to | 14,828 | 439 | 0.06% | 0.06% | 572 | +458 | 3.19% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 14,785 | 437 | 0.03% | 0.03% | 573 | -99 | -0.67% | Q4 2025 | Feb 06, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 14,779 | 437 | 0.2% | 0.19% | 574 | -30 | -0.2% | Q4 2025 | Jan 07, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 14,703 | 435 | 0.01% | 0.02% | 575 | -500 | -3.29% | Q4 2025 | Feb 17, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 14,667 | 434 | 0.2% | 0.17% | 577 | +1,821 | 14.18% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 14,666 | 434 | 0.0% | 0.0% | 576 | -70 | -0.48% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 14,613 | 432 | 0.03% | 0.03% | 578 | +1,037 | 7.64% | Q4 2025 | Feb 03, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 14,496 | 429 | 0.01% | 0.01% | 579 | -62 | -0.43% | Q4 2025 | Jan 06, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 14,478 | 428 | 0.04% | 0.03% | 580 | +3,601 | 33.11% | Q4 2025 | Feb 12, 2026 |
| Diversified Investment Strategies, LLC | History | No change | 14,284 | 422 | 0.28% | 0.27% | 581 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 14,200 | 420 | 0.01% | 0.02% | 582 | -1,800 | -11.25% | Q4 2025 | Jan 12, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 14,157 | 419 | 0.06% | 0.07% | 583 | -2,682 | -15.93% | Q4 2025 | Jan 16, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 14,109 | 417 | 0.04% | 0.04% | 584 | -920 | -6.12% | Q4 2025 | Feb 04, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 14,026 | 415 | 0.31% | 0.32% | 586 | -894 | -5.99% | Q4 2025 | Feb 17, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | Added to | 14,024 | 415 | 0.01% | 0.01% | 585 | +686 | 5.14% | Q4 2025 | Feb 12, 2026 |
| SACHEM HILL LLC | History | No change | 14,024 | 415 | 0.08% | 0.08% | 587 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 13,976 | 413 | 0.06% | 0.06% | 588 | -578 | -3.97% | Q4 2025 | Jan 26, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 13,953 | 413 | 0.16% | 0.16% | 589 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| True Vision MN LLC | History | Added to | 13,854 | 410 | 0.21% | 0.21% | 590 | +113 | 0.82% | Q4 2025 | Jan 14, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 13,614 | 403 | 0.25% | 0.25% | 591 | -81 | -0.59% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 13,606 | 402 | 0.0% | 0.0% | 592 | -61,020 | -81.77% | Q4 2025 | Feb 17, 2026 |
| FLC Capital Advisors | History | No change | 13,537 | 400 | 0.07% | 0.08% | 593 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 13,457 | 398 | 0.27% | 0.26% | 596 | -165 | -1.21% | Q4 2025 | Feb 04, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 13,443 | 398 | 0.25% | 0.25% | 595 | +19 | 0.14% | Q4 2025 | Jan 28, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 13,446 | 398 | 0.01% | 0.01% | 594 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Westmount Partners, LLC | History | No change | 13,277 | 393 | 0.1% | 0.1% | 597 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 13,258 | 392 | 0.02% | 0.03% | 598 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Traveka Wealth, LLC | History | New | 13,210 | 391 | 0.16% | — | 601 | +13,210 | New | Q4 2025 | Jan 08, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 13,206 | 391 | 0.11% | 0.12% | 599 | -812 | -5.79% | Q4 2025 | Jan 27, 2026 |
| Meredith Wealth Planning | History | No change | 13,224 | 391 | 0.12% | 0.12% | 600 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 13,183 | 390 | 0.0% | 0.0% | 602 | -868 | -6.18% | Q4 2025 | Feb 10, 2026 |
| FF Advisors,LLC | History | No change | 13,151 | 389 | 0.17% | 0.18% | 603 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | No change | 13,074 | 387 | 0.12% | 0.13% | 604 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAYPORT, LLC | History | No change | 13,026 | 385 | 0.08% | 0.08% | 605 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 12,816 | 379 | 0.09% | 0.09% | 606 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 12,693 | 375 | 0.07% | 0.07% | 607 | +7 | 0.06% | Q4 2025 | Mar 05, 2026 |
| Sigma Planning Corp | History | Added to | 12,659 | 374 | 0.01% | 0.01% | 608 | +614 | 5.1% | Q4 2025 | Jan 30, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 12,660 | 374 | 0.26% | 0.28% | 609 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 12,630 | 373 | 0.02% | 0.02% | 610 | +54 | 0.43% | Q4 2025 | Jan 29, 2026 |
| Allied Investment Advisors, LLC | History | No change | 12,451 | 368 | 0.06% | 0.06% | 611 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 12,390 | 366 | 0.05% | — | 612 | +12,390 | New | Q4 2025 | Feb 17, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 12,365 | 366 | 0.02% | 0.02% | 614 | -400 | -3.13% | Q4 2025 | Feb 04, 2026 |
| Cambridge Advisors Inc. | History | Added to | 12,387 | 366 | 0.07% | 0.07% | 613 | +184 | 1.51% | Q4 2025 | Jan 21, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 12,309 | 364 | 0.17% | — | 615 | +12,309 | New | Q4 2025 | Feb 17, 2026 |
| Hurley Capital, LLC | History | Added to | 12,230 | 362 | 0.2% | 0.2% | 616 | +21 | 0.17% | Q4 2025 | Feb 17, 2026 |
| Chesley Taft & Associates LLC | History | No change | 12,130 | 359 | 0.01% | 0.01% | 617 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 12,156 | 359 | 0.24% | 0.24% | 618 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 12,111 | 358 | 0.17% | 0.18% | 619 | +141 | 1.18% | Q4 2025 | Jan 26, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 11,708 | 346 | 0.0% | 0.01% | 620 | -2,368 | -16.82% | Q4 2025 | Feb 09, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 11,640 | 344 | 0.08% | 0.08% | 621 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Signature Equity Partners, LLC | History | New | 11,584 | 343 | 0.19% | — | 622 | +11,584 | New | Q4 2025 | Feb 17, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 11,571 | 342 | 0.21% | 0.21% | 623 | +411 | 3.68% | Q4 2025 | Jan 07, 2026 |
| LWM ADVISORS INC | History | Added to | 11,509 | 340 | 0.3% | 0.3% | 624 | +8 | 0.07% | Q4 2025 | Jan 09, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 11,457 | 339 | 0.06% | 0.06% | 625 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 11,419 | 338 | 0.23% | 0.24% | 627 | -343 | -2.92% | Q4 2025 | Jan 22, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 11,439 | 338 | 0.06% | 0.06% | 628 | -315 | -2.68% | Q4 2025 | Feb 04, 2026 |
| Atria Investments, Inc | History | Reduced | 11,427 | 338 | 0.0% | 0.0% | 626 | -204 | -1.75% | Q4 2025 | Feb 05, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 11,382 | 337 | 0.18% | 0.21% | 630 | -98 | -0.85% | Q4 2025 | Feb 10, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 11,400 | 337 | 0.1% | 0.1% | 629 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First Western Trust Bank | History | No change | 11,304 | 334 | 0.02% | 0.02% | 631 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aurora Private Wealth, Inc. | History | New | 11,234 | 333 | 0.22% | — | 632 | +11,234 | New | Q4 2025 | Feb 02, 2026 |
| Fortis Capital Management LLC | History | No change | 11,268 | 333 | 0.04% | 0.05% | 633 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 11,213 | 332 | 0.0% | 0.0% | 634 | +1,167 | 11.62% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 11,113 | 329 | 0.0% | 0.0% | 635 | +3,396 | 44.01% | Q4 2025 | Jan 29, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 11,030 | 326 | 0.02% | 0.02% | 637 | -286 | -2.53% | Q4 2025 | Jan 12, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 11,040 | 326 | 0.05% | 0.05% | 636 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Marotta Asset Management | History | Reduced | 10,950 | 324 | 0.06% | 0.07% | 639 | -1,192 | -9.82% | Q4 2025 | Jan 07, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 10,953 | 324 | 0.01% | 0.02% | 638 | -605 | -5.23% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | New | 10,899 | 322 | 0.01% | — | 641 | +10,899 | New | Q4 2025 | Feb 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 10,887 | 322 | 0.02% | — | 640 | +10,887 | New | Q4 2025 | Feb 10, 2026 |
| Sterling Wealth Advisors Inc | History | Reduced | 10,780 | 319 | 0.19% | 0.23% | 643 | -1,880 | -14.85% | Q4 2025 | Jan 26, 2026 |
| Mirador Capital Partners LP | History | Reduced | 10,785 | 319 | 0.04% | 0.05% | 642 | -1,643 | -13.22% | Q4 2025 | Jan 14, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 10,777 | 319 | 0.03% | 0.03% | 644 | +42 | 0.39% | Q4 2025 | Feb 06, 2026 |
| Klingman & Associates, LLC | History | Reduced | 10,756 | 318 | 0.02% | 0.02% | 645 | -343 | -3.09% | Q4 2025 | Jan 29, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 10,703 | 316 | 0.21% | 0.22% | 646 | +79 | 0.74% | Q4 2025 | Feb 10, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 10,590 | 313 | 0.03% | 0.03% | 647 | +353 | 3.45% | Q4 2025 | Jan 15, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 10,584 | 313 | 0.18% | 0.19% | 648 | +44 | 0.42% | Q4 2025 | Feb 03, 2026 |
| CWC Advisors, LLC. | History | Added to | 10,543 | 312 | 0.15% | 0.14% | 649 | +866 | 8.95% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 10,431 | 308 | 0.0% | 0.0% | 650 | +393 | 3.92% | Q4 2025 | Jan 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 10,399 | 307 | 0.02% | 0.02% | 651 | +52 | 0.5% | Q4 2025 | Jan 14, 2026 |
| PFG Advisors | History | Reduced | 10,365 | 306 | 0.01% | 0.01% | 653 | -1,472 | -12.44% | Q4 2025 | Jan 27, 2026 |
| Truepoint, Inc. | History | Reduced | 10,346 | 306 | 0.01% | 0.01% | 652 | -19 | -0.18% | Q4 2025 | Feb 11, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 10,276 | 304 | 0.14% | 0.16% | 655 | +135 | 1.33% | Q4 2025 | Jan 09, 2026 |
| Waterfront Wealth Inc. | History | No change | 9,846 | 304 | 0.06% | 0.06% | 654 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Code Waechter LLC | History | No change | 10,166 | 301 | 0.19% | 0.19% | 656 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Independent Advisor Alliance | History | Reduced | 10,098 | 298 | 0.01% | 0.01% | 657 | -2,313 | -18.64% | Q4 2025 | Feb 04, 2026 |
| TFB Advisors LLC | History | New | 10,060 | 297 | 0.08% | — | 659 | +10,060 | New | Q4 2025 | Feb 13, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 10,031 | 297 | 0.11% | 0.17% | 658 | -5,070 | -33.57% | Q4 2025 | Jan 27, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 9,995 | 295 | 0.0% | 0.01% | 660 | -24,012 | -70.61% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 9,967 | 295 | 0.0% | 0.0% | 661 | -1,754 | -14.96% | Q4 2025 | Feb 13, 2026 |
| Front Row Advisors LLC | History | No change | 9,987 | 295 | 0.1% | 0.1% | 662 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Shearwater Capital LLC | History | No change | 9,992 | 295 | 0.17% | 0.17% | 663 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 9,847 | 291 | 0.15% | 0.15% | 665 | -454 | -4.41% | Q4 2025 | Feb 12, 2026 |
| RBA Wealth Management, LLC | History | Added to | 9,831 | 291 | 0.1% | 0.1% | 664 | +316 | 3.32% | Q4 2025 | Jan 26, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 9,801 | 290 | 0.15% | 0.14% | 666 | +902 | 10.14% | Q4 2025 | Jan 29, 2026 |
| Bensler, LLC | History | Added to | 9,788 | 289 | 0.03% | 0.03% | 668 | +11 | 0.11% | Q4 2025 | Feb 04, 2026 |
| Forza Wealth Management, LLC | History | No change | 9,768 | 289 | 0.1% | 0.11% | 667 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Acropolis Investment Management, LLC | History | No change | 9,684 | 286 | 0.01% | 0.01% | 669 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Marble Wealth, LLC | History | New | 9,632 | 285 | 0.04% | — | 670 | +9,632 | New | Q4 2025 | Feb 10, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 9,596 | 284 | 0.19% | 0.19% | 671 | +5 | 0.05% | Q4 2025 | Jan 12, 2026 |
| Bellwether Advisors, LLC | History | No change | 9,473 | 280 | 0.04% | 0.05% | 672 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Spectrum Investment Advisors, Inc. | History | No change | 9,460 | 280 | 0.14% | 0.15% | 673 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Millennium Capital Advisors, LLC | History | Reduced | 9,452 | 279 | 0.16% | 0.18% | 674 | -900 | -8.69% | Q4 2025 | Feb 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 9,403 | 278 | 0.09% | 0.09% | 675 | +355 | 3.92% | Q4 2025 | Jan 23, 2026 |
| GLENMEDE TRUST CO NA | History | New | 9,380 | 277 | 0.0% | — | 676 | +9,380 | New | Q4 2025 | Feb 17, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 9,363 | 277 | 0.1% | 0.1% | 678 | -46 | -0.49% | Q4 2025 | Feb 09, 2026 |
| Curi Capital, LLC | History | No change | 9,355 | 277 | 0.0% | 0.0% | 677 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 9,339 | 276 | 0.01% | — | 679 | +9,339 | New | Q4 2025 | Jan 26, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 9,344 | 276 | 0.01% | 0.01% | 680 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 9,134 | 270 | 0.0% | 0.0% | 681 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Carnegie Investment Counsel | History | New | 9,040 | 267 | 0.0% | — | 682 | +9,040 | New | Q4 2025 | Jan 23, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 8,999 | 266 | 0.17% | — | 685 | +8,999 | New | Q4 2025 | Feb 09, 2026 |
| IAG Wealth Partners, LLC | History | No change | 9,000 | 266 | 0.03% | 0.03% | 683 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 9,001 | 266 | 0.06% | 0.07% | 684 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 8,910 | 265 | 0.0% | 0.0% | 686 | +1,710 | 23.75% | Q4 2025 | Feb 03, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 8,950 | 265 | 0.06% | 0.06% | 688 | +920 | 11.46% | Q4 2025 | Jan 12, 2026 |
| Aspen Investment Management Inc | History | Reduced | 8,946 | 265 | 0.08% | 0.1% | 687 | -291 | -3.15% | Q4 2025 | Feb 06, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 8,919 | 264 | 0.11% | 0.12% | 689 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Clark Wealth Partners | History | No change | 8,894 | 263 | 0.16% | 0.16% | 690 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 8,865 | 262 | 0.04% | 0.03% | 691 | +1,092 | 14.05% | Q4 2025 | Feb 03, 2026 |
| Stonebrook Private Inc. | History | No change | 8,862 | 262 | 0.05% | 0.06% | 692 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 8,762 | 259 | 0.08% | 0.08% | 693 | -310 | -3.42% | Q4 2025 | Feb 10, 2026 |
| Leo Wealth, LLC | History | New | 8,689 | 257 | 0.02% | — | 696 | +8,689 | New | Q4 2025 | Jan 21, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | Reduced | 8,691 | 257 | 0.13% | 0.13% | 694 | -90 | -1.02% | Q4 2025 | Feb 13, 2026 |
| Diversified Trust Co | History | Added to | 8,699 | 257 | 0.0% | 0.01% | 695 | +18 | 0.21% | Q4 2025 | Jan 09, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 8,675 | 256 | 0.01% | 0.01% | 698 | +844 | 10.78% | Q4 2025 | Jan 30, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 8,647 | 256 | 0.01% | 0.01% | 697 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NORTHERN TRUST CORP | History | New | 8,603 | 254 | 0.0% | — | 699 | +8,603 | New | Q4 2025 | Feb 17, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 8,549 | 253 | 0.01% | 0.02% | 700 | -63 | -0.73% | Q4 2025 | Jan 29, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | No change | 8,530 | 252 | 0.18% | 0.19% | 701 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 8,508 | 251 | 0.1% | 0.1% | 703 | -144 | -1.66% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 8,485 | 251 | 0.0% | 0.0% | 702 | +99 | 1.18% | Q4 2025 | Feb 02, 2026 |
| Matisse Capital | History | No change | 8,503 | 251 | 0.11% | 0.11% | 704 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Trust Point Inc. | History | New | 8,447 | 250 | 0.02% | — | 705 | +8,447 | New | Q4 2025 | Jan 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 8,440 | 249 | 0.0% | — | 706 | +8,440 | New | Q4 2025 | Feb 13, 2026 |
| Parsonex Advisory Services, Inc. | History | Added to | 8,397 | 248 | 0.16% | 0.17% | 707 | +30 | 0.36% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 8,350 | 247 | 0.0% | 0.0% | 708 | +786 | 10.39% | Q4 2025 | Jan 29, 2026 |
| Focused Wealth Management, Inc | History | Added to | 8,342 | 247 | 0.03% | 0.03% | 709 | +46 | 0.55% | Q4 2025 | Jan 29, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 8,340 | 246 | 0.02% | 0.03% | 711 | -5,032 | -37.63% | Q4 2025 | Feb 04, 2026 |
| Valmark Advisers, Inc. | History | Added to | 8,314 | 246 | 0.0% | 0.0% | 710 | +1,150 | 16.05% | Q4 2025 | Jan 26, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,280 | 245 | 0.01% | 0.01% | 713 | +1,323 | 19.02% | Q4 2025 | Jan 13, 2026 |
| Lutz Financial Services LLC | History | No change | 8,275 | 245 | 0.02% | 0.02% | 712 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Synergy Asset Management, LLC | History | New | 8,261 | 244 | 0.03% | — | 714 | +8,261 | New | Q4 2025 | Jan 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 8,263 | 244 | 0.21% | 0.21% | 715 | +47 | 0.57% | Q4 2025 | Jan 26, 2026 |
| GS Investments, Inc. | History | No change | 8,209 | 243 | 0.13% | 0.12% | 716 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 8,187 | 242 | 0.07% | 0.08% | 717 | +46 | 0.57% | Q4 2025 | Feb 12, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 8,163 | 241 | 0.06% | 0.06% | 718 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Reduced | 8,091 | 239 | 0.1% | 0.12% | 720 | -1,200 | -12.92% | Q4 2025 | Jan 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 8,097 | 239 | 0.01% | 0.01% | 719 | +29 | 0.36% | Q4 2025 | Feb 05, 2026 |
| ADVOCATE GROUP LLC | History | No change | 8,100 | 239 | 0.04% | 0.04% | 721 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 8,068 | 238 | 0.02% | 0.02% | 722 | -63 | -0.77% | Q4 2025 | Feb 26, 2026 |
| Brooklyn Investment Group | History | New | 7,949 | 237 | 0.01% | — | 723 | +7,949 | New | Q4 2025 | Feb 12, 2026 |
| Advyzon Investment Management, LLC | History | New | 7,941 | 235 | 0.03% | — | 725 | +7,941 | New | Q4 2025 | Feb 13, 2026 |
| William Howard & Co Financial Advisors Inc | History | Reduced | 7,949 | 235 | 0.2% | 0.21% | 726 | -456 | -5.43% | Q4 2025 | Jan 21, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 7,941 | 235 | 0.01% | 0.01% | 724 | +14 | 0.18% | Q4 2025 | Jan 07, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 7,953 | 235 | 0.21% | 0.21% | 727 | -4 | -0.05% | Q4 2025 | Jan 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 7,913 | 234 | 0.05% | — | 728 | +7,913 | New | Q4 2025 | Jan 09, 2026 |
| Kennebec Savings Bank | History | Added to | 7,919 | 234 | 0.2% | 0.12% | 729 | +3,286 | 70.93% | Q4 2025 | Jan 22, 2026 |
| G&S Capital LLC | History | Added to | 7,875 | 233 | 0.08% | 0.08% | 730 | +19 | 0.24% | Q4 2025 | Jan 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 7,836 | 232 | 0.02% | 0.02% | 731 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clark Asset Management, LLC | History | No change | 7,863 | 232 | 0.02% | 0.03% | 732 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Forum Financial Management, LP | History | Added to | 7,826 | 231 | 0.0% | 0.0% | 733 | +233 | 3.07% | Q4 2025 | Jan 27, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 7,743 | 229 | 0.05% | 0.05% | 735 | +34 | 0.44% | Q4 2025 | Jan 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 7,758 | 229 | 0.0% | 0.0% | 734 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | New | 7,707 | 228 | 0.0% | — | 736 | +7,707 | New | Q4 2025 | Jan 28, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 7,721 | 228 | 0.05% | 0.06% | 737 | +43 | 0.56% | Q4 2025 | Feb 05, 2026 |
| Caprock Group, LLC | History | Added to | 7,680 | 227 | 0.0% | 0.01% | 738 | +240 | 3.23% | Q4 2025 | Jan 28, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 7,653 | 226 | 0.2% | 0.16% | 739 | +27 | 0.35% | Q4 2025 | Feb 09, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | New | 7,626 | 225 | 0.03% | — | 741 | +7,626 | New | Q4 2025 | Feb 03, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 7,586 | 225 | 0.01% | 0.01% | 743 | +7 | 0.09% | Q4 2025 | Feb 12, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 7,600 | 225 | 0.05% | 0.05% | 740 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 7,602 | 225 | 0.01% | 0.01% | 742 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | No change | 7,593 | 224 | 0.17% | 0.18% | 744 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 7,496 | 221 | 0.0% | 0.0% | 746 | -732 | -8.9% | Q4 2025 | Feb 11, 2026 |
| Essex LLC | History | Reduced | 7,491 | 221 | 0.04% | 0.04% | 745 | -220 | -2.85% | Q4 2025 | Jan 20, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 7,443 | 220 | 0.07% | 0.04% | 748 | -17 | -0.23% | Q4 2025 | Jan 27, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 7,446 | 220 | 0.01% | 0.01% | 747 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Northwest Capital Management Inc | History | Reduced | 7,418 | 219 | 0.95% | 0.31% | 749 | -2,832 | -27.63% | Q4 2025 | Jan 26, 2026 |
| Synergy Financial Group, LTD | History | Reduced | 7,398 | 219 | 0.15% | 0.14% | 750 | -18 | -0.24% | Q4 2025 | Feb 17, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | No change | 7,389 | 218 | 0.25% | 0.24% | 751 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Firestone Capital Management | History | Added to | 7,354 | 217 | 0.05% | 0.05% | 752 | +41 | 0.56% | Q4 2025 | Feb 09, 2026 |
| Madden Advisory Services, Inc. | History | New | 7,245 | 214 | 0.09% | — | 753 | +7,245 | New | Q4 2025 | Feb 11, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 7,201 | 213 | 0.07% | — | 754 | +7,201 | New | Q4 2025 | Mar 27, 2026 |
| GAMMA Investing LLC | History | No change | 7,223 | 213 | 0.01% | 0.01% | 755 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Teamwork Financial Advisors, LLC | History | New | 7,184 | 212 | 0.02% | — | 757 | +7,184 | New | Q4 2025 | Jan 09, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 7,192 | 212 | 0.08% | 0.09% | 756 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Collaborative Wealth Managment Inc. | History | New | 7,091 | 209 | 0.07% | — | 759 | +7,091 | New | Q4 2025 | Feb 09, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 7,090 | 209 | 0.16% | — | 761 | +7,090 | New | Q4 2025 | Feb 10, 2026 |
| COMMERCE BANK | History | Reduced | 7,071 | 209 | 0.0% | 0.0% | 758 | -721 | -9.25% | Q4 2025 | Feb 13, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 7,061 | 209 | 0.05% | 0.05% | 760 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sunrise Financial Services, LLC | History | New | 7,027 | 208 | 0.16% | — | 764 | +7,027 | New | Q4 2025 | Feb 11, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 7,050 | 208 | 0.13% | 0.13% | 763 | -179 | -2.48% | Q4 2025 | Jan 20, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 7,031 | 208 | 0.01% | 0.01% | 762 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 7,016 | 207 | 0.0% | — | 765 | +7,016 | New | Q4 2025 | Jan 30, 2026 |
| Roundview Capital LLC | History | New | 7,014 | 207 | 0.01% | — | 766 | +7,014 | New | Q4 2025 | Feb 09, 2026 |
| Legacy Financial Group LLC | History | New | 6,582 | 207 | 0.03% | — | 768 | +6,582 | New | Q4 2025 | Feb 05, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 7,020 | 207 | 0.05% | 0.06% | 767 | -834 | -10.62% | Q4 2025 | Feb 06, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 6,903 | 204 | 0.01% | 0.01% | 769 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 6,891 | 204 | 0.04% | 0.03% | 770 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 6,873 | 203 | 0.05% | 0.18% | 771 | -16,165 | -70.17% | Q4 2025 | Jan 29, 2026 |
| FRG Family Wealth Advisors LLC | History | New | 6,861 | 203 | 0.03% | — | 773 | +6,861 | New | Q4 2025 | Jan 21, 2026 |
| CVFG LLC | History | New | 6,858 | 203 | 0.14% | — | 774 | +6,858 | New | Q4 2025 | Feb 06, 2026 |
| GoalVest Advisory LLC | History | No change | 6,873 | 203 | 0.04% | 0.04% | 772 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 6,700 | 202 | 0.27% | 0.14% | 776 | +3,359 | 100.54% | Q4 2025 | Feb 10, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 6,836 | 202 | 0.06% | 0.07% | 775 | -673 | -8.96% | Q4 2025 | Feb 10, 2026 |
| KW WEALTH MANAGEMENT LLC | History | New | 6,819 | 201 | 0.31% | — | 778 | +6,819 | New | Q4 2025 | Feb 25, 2026 |
| Wealth Management Nebraska | History | New | 6,798 | 201 | 0.02% | — | 777 | +6,798 | New | Q4 2025 | Jan 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 6,765 | 200 | 0.01% | 0.01% | 779 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 6,711 | 198 | 0.11% | 0.11% | 780 | -42 | -0.62% | Q4 2025 | Feb 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 6,489 | 192 | 0.03% | 0.03% | 781 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| BLUELINE ADVISORS LLC | History | New | 6,430 | 190 | 0.16% | — | 782 | +6,430 | New | Q4 2025 | Feb 10, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 6,399 | 189 | 0.01% | 0.01% | 783 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legacy Bridge, LLC | History | No change | 6,341 | 187 | 0.08% | 0.08% | 784 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 6,300 | 186 | 0.04% | 0.04% | 785 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 6,231 | 184 | 0.03% | 0.03% | 786 | +149 | 2.45% | Q4 2025 | Jan 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,693 | 168 | 0.0% | 0.04% | 787 | -44,753 | -88.71% | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 5,499 | 162 | 0.04% | 0.04% | 788 | +7 | 0.13% | Q4 2025 | Feb 27, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 5,347 | 158 | 0.01% | — | 789 | +5,347 | New | Q4 2025 | Jan 30, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 5,320 | 157 | 0.01% | 0.0% | 790 | +5,098 | 2296.4% | Q4 2025 | Jan 23, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 5,289 | 156 | 0.07% | 0.07% | 791 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 5,005 | 148 | 0.13% | 0.12% | 792 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 4,853 | 144 | 0.0% | 0.0% | 793 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| RMG Wealth Management LLC | History | Added to | 4,603 | 142 | 0.02% | 0.0% | 794 | +4,058 | 744.59% | Q4 2025 | Jan 29, 2026 |
| Lodestone Wealth Management LLC | History | New | 4,734 | 140 | 0.06% | — | 796 | +4,734 | New | Q4 2025 | Jan 15, 2026 |
| Costello Asset Management, INC | History | Reduced | 4,755 | 140 | 0.05% | 0.05% | 795 | -481 | -9.19% | Q4 2025 | Feb 03, 2026 |
| Missouri Trust & Investment Co | History | Added to | 4,660 | 137 | 0.04% | 0.04% | 797 | +190 | 4.25% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,605 | 136 | 0.01% | 0.01% | 798 | +19 | 0.41% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 4,507 | 133 | 0.01% | — | 799 | +4,507 | New | Q4 2025 | Feb 13, 2026 |
| TD Capital Management LLC | History | Added to | 4,452 | 131 | 0.01% | 0.01% | 800 | +25 | 0.56% | Q4 2025 | Feb 26, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 4,294 | 127 | 0.07% | 0.06% | 802 | -1,480 | -25.63% | Q4 2025 | Feb 18, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 4,310 | 127 | 0.04% | 0.04% | 801 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SRH ADVISORS, LLC | History | No change | 4,140 | 122 | 0.04% | 0.04% | 803 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 3,921 | 116 | 0.01% | 0.01% | 804 | -270 | -6.44% | Q4 2025 | Feb 11, 2026 |
| Robbins Farley | History | Reduced | 3,841 | 113 | 0.05% | 0.07% | 805 | -2,061 | -34.92% | Q4 2025 | Jan 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,526 | 104 | 0.0% | 0.0% | 806 | +20 | 0.57% | Q4 2025 | Feb 06, 2026 |
| HOWE & RUSLING INC | History | Added to | 3,470 | 102 | 0.01% | 0.01% | 807 | +19 | 0.55% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,279 | 97 | 0.0% | 0.01% | 808 | +137 | 4.36% | Q4 2025 | Feb 10, 2026 |
| Crews Bank & Trust | History | No change | 3,186 | 94 | 0.01% | 0.01% | 809 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Evensky & Katz LLC | History | Added to | 3,073 | 91 | 0.01% | 0.01% | 810 | +14 | 0.46% | Q4 2025 | Feb 05, 2026 |
| Kozak & Associates, Inc. | History | Added to | 2,891 | 88 | 0.02% | 0.02% | 811 | +16 | 0.56% | Q4 2025 | Jan 12, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 3,000 | 88 | 0.02% | 0.02% | 812 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Citizens National Bank Trust Department | History | No change | 2,965 | 87 | 0.02% | 0.02% | 813 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 2,686 | 79 | 0.07% | — | 814 | +2,686 | New | Q4 2025 | Feb 10, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 2,667 | 78 | 0.02% | 0.02% | 815 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SouthState Bank Corp | History | Reduced | 2,603 | 77 | 0.0% | 0.01% | 816 | -2,209 | -45.91% | Q4 2025 | Feb 11, 2026 |
| REAP Financial Group, LLC | History | Added to | 2,300 | 68 | 0.01% | 0.01% | 817 | +646 | 39.06% | Q4 2025 | Feb 10, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | No change | 2,244 | 66 | 0.03% | 0.03% | 818 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Caldwell Trust Co | History | No change | 2,235 | 66 | 0.01% | 0.01% | 819 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,209 | 65 | 0.0% | 0.0% | 820 | +1,846 | 508.54% | Q4 2025 | Feb 02, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 2,227 | 65 | 0.03% | 0.04% | 821 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Hanson & Doremus Investment Management | History | No change | 2,175 | 64 | 0.01% | 0.01% | 822 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Spire Wealth Management | History | Added to | 2,108 | 62 | 0.0% | 0.0% | 824 | +279 | 15.25% | Q4 2025 | Jan 14, 2026 |
| United Financial Planning Group LLC | History | Added to | 2,107 | 62 | 0.04% | 0.04% | 825 | +12 | 0.57% | Q4 2025 | Feb 11, 2026 |
| TSFG, LLC | History | No change | 2,088 | 62 | 0.01% | 0.01% | 823 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JNBA Financial Advisors | History | No change | 2,067 | 61 | 0.01% | 0.01% | 826 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MTM Investment Management, LLC | History | No change | 2,085 | 61 | 0.02% | 0.02% | 827 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 2,040 | 60 | 0.0% | 0.0% | 828 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 2,022 | 59 | 0.02% | 0.02% | 829 | +11 | 0.55% | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,899 | 56 | 0.0% | 0.0% | 830 | -870 | -31.42% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,785 | 53 | 0.0% | 0.01% | 831 | -14,125 | -88.78% | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 1,766 | 52 | 0.0% | — | 832 | +1,766 | New | Q4 2025 | Feb 13, 2026 |
| Pflug Koory, LLC | History | Reduced | 1,750 | 51 | 0.02% | 0.02% | 833 | -10 | -0.57% | Q4 2025 | Jan 20, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 1,589 | 47 | 0.01% | — | 835 | +1,589 | New | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | No change | 1,621 | 47 | 0.01% | 0.01% | 834 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Blume Capital Management, Inc. | History | No change | 1,500 | 44 | 0.01% | 0.01% | 836 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CVA Family Office, LLC | History | Added to | 1,414 | 41 | 0.0% | 0.01% | 837 | +5 | 0.35% | Q4 2025 | Jan 12, 2026 |
| NWK Group, Inc. | History | No change | 1,416 | 41 | 0.01% | 0.01% | 838 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1,299 | 38 | 0.04% | — | 840 | +1,299 | New | Q4 2025 | Feb 12, 2026 |
| Family Capital Trust Co | History | No change | 1,299 | 38 | 0.01% | 0.01% | 839 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,263 | 37 | 0.0% | — | 842 | +1,263 | New | Q4 2025 | Jan 27, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 1,275 | 37 | 0.02% | 0.02% | 841 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,183 | 35 | 0.0% | 0.0% | 845 | +166 | 16.32% | Q4 2025 | Jan 28, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 1,188 | 35 | 0.03% | 0.03% | 843 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,197 | 35 | 0.0% | 0.0% | 844 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tidemark, LLC | History | No change | 1,200 | 35 | 0.01% | 0.01% | 846 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 1,176 | 34 | 0.01% | 0.01% | 848 | +209 | 21.61% | Q4 2025 | Feb 05, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 1,170 | 34 | 0.01% | 0.01% | 847 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 1,128 | 33 | 0.01% | 0.01% | 849 | +19 | 1.71% | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,090 | 32 | 0.0% | 0.01% | 850 | -1,193 | -52.26% | Q4 2025 | Jan 08, 2026 |
| DAGCO, INC. | History | No change | 1,041 | 30 | 0.01% | 0.01% | 851 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 996 | 29 | 0.0% | 0.0% | 852 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 918 | 27 | 0.01% | 0.2% | 854 | -10,353 | -91.86% | Q4 2025 | Jan 30, 2026 |
| Laurel Wealth Advisors LLC | History | New | 915 | 27 | 0.0% | — | 853 | +915 | New | Q4 2025 | Jan 30, 2026 |
| DT Investment Partners, LLC | History | No change | 894 | 26 | 0.0% | 0.0% | 855 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Abound Wealth Management | History | Reduced | 864 | 25 | 0.01% | 0.01% | 856 | -387 | -30.94% | Q4 2025 | Jan 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 876 | 25 | 0.0% | 0.0% | 857 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Horizons Wealth Management | History | Reduced | 838 | 24 | 0.02% | 0.03% | 859 | -484 | -36.61% | Q4 2025 | Jan 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 831 | 24 | 0.0% | 0.0% | 858 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Wealth Advisors LLC | History | New | 780 | 23 | 0.02% | — | 861 | +780 | New | Q4 2025 | Feb 03, 2026 |
| Operose Advisors LLC | History | No change | 789 | 23 | 0.01% | 0.01% | 860 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 660 | 19 | 0.0% | 0.0% | 862 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ares Financial Consulting, LLC | History | New | 618 | 18 | 0.02% | — | 864 | +618 | New | Q4 2025 | Jan 30, 2026 |
| Winthrop Capital Management, LLC | History | No change | 612 | 18 | 0.0% | 0.0% | 863 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ORG Wealth Partners, LLC | History | No change | 591 | 17 | 0.0% | 0.0% | 865 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 565 | 16 | 0.01% | 0.01% | 866 | +51 | 9.92% | Q4 2025 | Jan 21, 2026 |
| First PREMIER Bank | History | No change | 510 | 15 | 0.0% | 0.0% | 867 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JDM Financial Group LLC | History | No change | 483 | 14 | 0.01% | 0.01% | 868 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 444 | 13 | 0.01% | 0.01% | 870 | +2 | 0.45% | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 456 | 13 | 0.01% | 0.01% | 869 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 435 | 12 | 0.01% | — | 872 | +435 | New | Q4 2025 | Feb 19, 2026 |
| Evolution Advisers, Inc. | History | New | 420 | 12 | 0.01% | — | 871 | +420 | New | Q4 2025 | Jan 23, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 398 | 11 | 0.0% | 0.0% | 873 | +2 | 0.51% | Q4 2025 | Feb 11, 2026 |
| Stephens Consulting, LLC | History | No change | 391 | 11 | 0.0% | 0.0% | 874 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 354 | 10 | 0.0% | 0.0% | 875 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rossby Financial, LCC | History | No change | 360 | 10 | 0.0% | 0.0% | 876 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 308 | 9 | 0.0% | 0.0% | 879 | +150 | 94.94% | Q4 2025 | Feb 04, 2026 |
| Crewe Advisors LLC | History | Added to | 329 | 9 | 0.0% | 0.0% | 877 | +2 | 0.61% | Q4 2025 | Jan 16, 2026 |
| ORG Partners LLC | History | No change | 325 | 9 | 0.0% | 0.0% | 878 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Planning Project LLC | History | New | 285 | 8 | 0.0% | — | 885 | +285 | New | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 290 | 8 | 0.0% | 0.0% | 880 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 299 | 8 | 0.0% | 0.0% | 881 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 300 | 8 | 0.0% | 0.01% | 882 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Park Place Capital Corp | History | No change | 282 | 8 | 0.0% | 0.0% | 883 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 288 | 8 | 0.01% | 0.01% | 884 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wilkerson Advisory Group LLC | History | New | 253 | 7 | 0.0% | — | 888 | +253 | New | Q4 2025 | Feb 13, 2026 |
| ATWOOD & PALMER INC | History | No change | 270 | 7 | 0.0% | 0.0% | 886 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| LRI Investments, LLC | History | No change | 261 | 7 | 0.0% | 0.0% | 887 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 234 | 6 | 0.0% | — | 890 | +234 | New | Q4 2025 | Feb 03, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 225 | 6 | 0.0% | 0.0% | 889 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Strive Financial Group ,LLC | History | New | 195 | 5 | 0.0% | — | 892 | +195 | New | Q4 2025 | Feb 18, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 189 | 5 | 0.0% | 0.0% | 891 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 153 | 4 | 0.0% | — | 896 | +153 | New | Q4 2025 | Feb 10, 2026 |
| Garner Asset Management Corp | History | New | 145 | 4 | 0.0% | — | 893 | +145 | New | Q4 2025 | Feb 03, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 153 | 4 | 0.0% | 0.0% | 894 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quent Capital, LLC | History | No change | 153 | 4 | 0.0% | 0.0% | 895 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NorthAvenue LLC | History | New | 122 | 3 | 0.0% | — | 897 | +122 | New | Q4 2025 | Apr 02, 2026 |
| Modus Advisors, LLC | History | New | 93 | 2 | 0.0% | — | 901 | +93 | New | Q4 2025 | Feb 11, 2026 |
| SIMPLEX TRADING, LLC | History | New | 87 | 2 | 0.0% | — | 898 | +87 | New | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 96 | 2 | 0.0% | 0.0% | 899 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Armor Investment Advisors, LLC | History | No change | 99 | 2 | 0.0% | 0.0% | 900 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 902 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Imprint Wealth LLC | History | Reduced | 57 | 1 | 0.0% | 0.01% | 908 | -57 | -50.0% | Q4 2025 | Feb 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 55 | 1 | 0.0% | — | 904 | +55 | New | Q4 2025 | Feb 10, 2026 |
| Sound Income Strategies, LLC | History | New | 36 | 1 | 0.0% | — | 905 | +36 | New | Q4 2025 | Jan 21, 2026 |
| Clayton Financial Group LLC | History | New | 35 | 1 | 0.0% | — | 909 | +35 | New | Q4 2025 | Jan 21, 2026 |
| TRUST CO OF VERMONT | History | No change | 37 | 1 | 0.0% | 0.0% | 903 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| New Millennium Group LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 906 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 60 | 1 | 0.0% | 0.0% | 907 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,361,457 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FINANCIAL COUNSELORS INC | History | Closed out | 0 | 0 | — | 28.29% | — | -730,386 | -100.0% | Q3 2025 | Nov 06, 2025 |
| JBGlobal.com LLC | History | Closed out | 0 | 0 | — | 17.45% | — | -588,401 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 4.36% | — | -306,126 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.52% | — | -141,658 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.87% | — | -97,268 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -78,514 | -100.0% | Q3 2025 | Oct 15, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,591 | -100.0% | Q3 2025 | Nov 10, 2025 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -30,761 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,563 | -100.0% | Q3 2025 | Oct 14, 2025 |
| LaSalle St. Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -22,891 | -100.0% | Q3 2025 | Nov 13, 2025 |
| McCarthy & Cox | History | Closed out | 0 | 0 | — | 0.14% | — | -20,747 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -20,071 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -17,463 | -100.0% | Q3 2025 | Nov 05, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,193 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Harel Insurance Investments & Financial Services Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,000 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,213 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Bright Futures Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.25% | — | -11,115 | -100.0% | Q3 2025 | Nov 12, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -10,808 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Astoria Portfolio Advisors LLC. | History | Closed out | 0 | 0 | — | 0.08% | — | -10,476 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Freestone Capital Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,050 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Alpha, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,165 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Foster Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,907 | -100.0% | Q3 2025 | Oct 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,304 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,224 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Pullen Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,167 | -100.0% | Q3 2025 | Oct 27, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,737 | -100.0% | Q3 2025 | Nov 05, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -885 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -689 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -678 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -653 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -510 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -408 | -100.0% | Q3 2025 | Nov 03, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -351 | -100.0% | Q3 2025 | Nov 03, 2025 |
| ROSS\JOHNSON & Associates LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -317 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Hamilton Point Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Quaker Wealth Management, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q4 2025 | Jan 28, 2026 |
| Cypress Capital Management LLC (WY) | History | Reduced | 30 | 0 | — | 0.0% | — | -15 | -33.33% | Q4 2025 | Feb 09, 2026 |
| Kilter Group LLC | History | Reduced | 31 | 0 | — | 0.0% | — | -5 | -13.89% | Q4 2025 | Feb 13, 2026 |
| GODSEY & GIBB, INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Activest Wealth Management | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Integrity Financial Corp /WA | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |