SCHWAB STRATEGIC TRUST - SCHX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 800 of
1,589 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| US BANCORP \DE\ | History | Reduced | 201,085,961 | 5,411,223 | 6.34% | 6.42% | 1 | -4,565,004 | -2.22% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Added to | 83,812,325 | 2,255,389 | 1.61% | 1.62% | 2 | +3,078,140 | 3.81% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 35,831,024 | 964,212 | 7.3% | 7.28% | 3 | +1,051,978 | 3.02% | Q4 2025 | Feb 12, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 34,479,165 | 939,212 | 21.57% | 22.49% | 4 | +437,374 | 1.28% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 30,984,972 | 833,805 | 0.53% | 0.52% | 5 | +1,546,669 | 5.25% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 30,973,811 | 833,504 | 0.82% | 0.89% | 6 | -420,356 | -1.34% | Q4 2025 | Feb 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 23,836,476 | 641,439 | 42.45% | 44.81% | 7 | -1,173,166 | -4.69% | Q4 2025 | Jan 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 19,522,489 | 525,350 | 1.0% | 0.99% | 8 | +1,039,540 | 5.62% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 19,086,174 | 521,815 | 0.71% | 0.78% | 9 | -334,247 | -1.72% | Q4 2025 | Jan 08, 2026 |
| Cerity Partners LLC | History | Added to | 18,990,659 | 511,038 | 0.74% | 0.81% | 10 | +126,434 | 0.67% | Q4 2025 | Feb 11, 2026 |
| Betterment LLC | History | Added to | 18,148,928 | 488,388 | 0.93% | 0.94% | 11 | +64,308 | 0.36% | Q4 2025 | Feb 12, 2026 |
| Diversified Enterprises, LLC | History | Added to | 16,962,165 | 456,451 | 27.15% | 29.23% | 12 | +480,959 | 2.92% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 14,141,394 | 380,544 | 0.42% | 0.42% | 13 | -58,313 | -0.41% | Q4 2025 | Feb 06, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 12,410,720 | 333,972 | 0.15% | 0.14% | 14 | +983,108 | 8.6% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,387,007 | 283,037 | 0.43% | 0.46% | 15 | +37,076 | 0.36% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 10,235,455 | 275,437 | 0.33% | 0.33% | 16 | +651,340 | 6.8% | Q4 2025 | Feb 13, 2026 |
| Norinchukin Bank, The | History | New | 10,180,000 | 273,943 | 3.19% | — | 17 | +10,180,000 | New | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 10,005,831 | 269,256 | 3.28% | 3.37% | 18 | -177,187 | -1.74% | Q4 2025 | Jan 21, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 9,998,509 | 269,060 | 20.85% | 19.0% | 19 | +584,429 | 6.21% | Q4 2025 | Feb 10, 2026 |
| McAdam, LLC | History | Added to | 9,936,362 | 267,387 | 12.24% | 12.5% | 20 | +302,734 | 3.14% | Q4 2025 | Feb 13, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 9,492,565 | 255,444 | 8.45% | 6.83% | 21 | +2,325,216 | 32.44% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 9,021,839 | 242,777 | 0.02% | 0.02% | 22 | -182,255 | -1.98% | Q4 2025 | Feb 17, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 8,445,906 | 227,279 | 6.39% | 6.59% | 23 | -338,104 | -3.85% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 7,696,890 | 207,123 | 0.06% | 0.06% | 24 | -522,670 | -6.36% | Q4 2025 | Feb 11, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 7,592,541 | 204,315 | 1.64% | 1.63% | 25 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 7,128,362 | 192,010 | 17.17% | 17.48% | 26 | +663,721 | 10.27% | Q4 2025 | Jan 30, 2026 |
| ASSETMARK, INC | History | Reduced | 6,513,794 | 175,286 | 0.36% | 0.43% | 27 | -1,104,161 | -14.49% | Q4 2025 | Jan 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 6,461,827 | 173,887 | 1.22% | 1.34% | 28 | +465,022 | 7.75% | Q4 2025 | Feb 18, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 6,216,158 | 167,276 | 22.06% | 21.86% | 29 | +62,149 | 1.01% | Q4 2025 | Jan 26, 2026 |
| Apriem Advisors | History | Reduced | 6,166,583 | 165,942 | 15.23% | 15.96% | 30 | -238,596 | -3.73% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 6,006,598 | 161,637 | 0.01% | 0.01% | 31 | +310,042 | 5.44% | Q4 2025 | Feb 13, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 5,301,134 | 142,653 | 29.5% | 29.12% | 32 | +66,926 | 1.28% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 5,201,944 | 139,984 | 19.14% | 19.09% | 33 | +68,869 | 1.34% | Q4 2025 | Jan 22, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 5,075,689 | 136,586 | 1.12% | 1.1% | 34 | +52,009 | 1.04% | Q4 2025 | Feb 13, 2026 |
| GREENWOOD GEARHART INC | History | Reduced | 4,746,845 | 127,737 | 7.03% | 7.53% | 35 | -209,852 | -4.23% | Q4 2025 | Feb 04, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 4,679,398 | 125,922 | 2.78% | 2.82% | 36 | -12,789 | -0.27% | Q4 2025 | Jan 07, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 4,435,795 | 119,367 | 13.39% | 13.49% | 37 | -44,087 | -0.98% | Q4 2025 | Jan 22, 2026 |
| Charles Schwab Trust Co | History | Added to | 4,214,954 | 113,424 | 7.45% | 7.45% | 38 | +50,745 | 1.22% | Q4 2025 | Jan 09, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,028,249 | 108,412 | 0.15% | 0.23% | 39 | -1,456,993 | -26.56% | Q4 2025 | Mar 09, 2026 |
| Steele Capital Management, Inc. | History | Added to | 3,985,073 | 107,238 | 4.6% | 4.58% | 40 | +69,493 | 1.77% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,972,127 | 106,889 | 1.15% | 1.15% | 41 | +1,081,148 | 37.4% | Q4 2025 | Jan 23, 2026 |
| Curi Capital, LLC | History | Reduced | 3,561,826 | 95,848 | 1.66% | 1.74% | 42 | -39,969 | -1.11% | Q4 2025 | Feb 17, 2026 |
| FSA Investment Group, LLC | History | Reduced | 3,545,168 | 95,400 | 58.16% | 60.4% | 43 | -119,691 | -3.27% | Q4 2025 | Jan 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,484,577 | 93,761 | 0.02% | 0.02% | 44 | +31,527 | 0.91% | Q4 2025 | Feb 17, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Added to | 3,420,432 | 92,043 | 32.53% | 32.06% | 45 | +57,063 | 1.7% | Q4 2025 | Jan 16, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 3,405,743 | 91,648 | 12.63% | 12.38% | 46 | -9,023 | -0.26% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,216,726 | 86,562 | 0.45% | — | 47 | +3,216,726 | New | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 3,204,446 | 86,225 | 0.1% | 0.11% | 48 | +571,987 | 21.73% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 3,151,933 | 84,818 | 1.01% | 0.74% | 49 | +15,546 | 0.5% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 3,031,436 | 81,575 | 0.53% | 0.54% | 50 | -11,309 | -0.37% | Q4 2025 | Jan 28, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 2,915,883 | 78,478 | 12.74% | 13.41% | 51 | +3,093 | 0.11% | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 2,828,898 | 76,125 | 0.32% | 0.33% | 52 | -6,137 | -0.22% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 2,816,409 | 75,789 | 0.6% | 0.79% | 53 | -2,914,447 | -50.86% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,797,970 | 75,294 | 0.11% | 0.1% | 54 | +135,942 | 5.11% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,773,529 | 74,635 | 0.04% | 0.04% | 55 | +609,734 | 28.18% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,729,048 | 73,439 | 0.19% | 0.2% | 56 | +12,404 | 0.46% | Q4 2025 | Feb 05, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 2,695,183 | 72,527 | 1.67% | 1.64% | 57 | +91,049 | 3.5% | Q4 2025 | Feb 10, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,676,224 | 72,017 | 0.52% | 0.49% | 58 | +105,503 | 4.1% | Q4 2025 | Feb 13, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 2,657,500 | 71,513 | 16.34% | 16.37% | 59 | -92,200 | -3.35% | Q4 2025 | Feb 12, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 2,622,172 | 70,562 | 4.38% | 4.26% | 60 | +126,713 | 5.08% | Q4 2025 | Feb 17, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 2,570,082 | 69,160 | 4.04% | 4.04% | 61 | +6,904 | 0.27% | Q4 2025 | Jan 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,547,563 | 68,554 | 0.0% | 0.0% | 62 | +219,886 | 9.45% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,530,291 | 68,090 | 0.04% | 0.04% | 63 | +218,236 | 9.44% | Q4 2025 | Feb 17, 2026 |
| Bangor Savings Bank | History | Reduced | 2,472,943 | 66,546 | 5.35% | 5.57% | 64 | -64,654 | -2.55% | Q4 2025 | Jan 16, 2026 |
| Savant Capital, LLC | History | Reduced | 2,464,660 | 66,323 | 0.38% | 0.4% | 65 | -32,018 | -1.28% | Q4 2025 | Feb 10, 2026 |
| Berger Financial Group, Inc | History | Reduced | 2,337,749 | 62,908 | 3.64% | 3.72% | 66 | -25,654 | -1.09% | Q4 2025 | Jan 27, 2026 |
| CacheTech Inc. | History | Added to | 2,300,000 | 61,892 | 11.47% | 12.01% | 67 | +33,670 | 1.49% | Q4 2025 | Feb 18, 2026 |
| NewSquare Capital LLC | History | Reduced | 2,276,685 | 61,265 | 5.4% | 4.57% | 68 | -279,811 | -10.95% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,243,444 | 60,371 | 0.01% | 0.01% | 69 | +64,684 | 2.97% | Q4 2025 | Feb 13, 2026 |
| Alliance Wealth Management Group | History | Reduced | 2,212,231 | 59,531 | 13.06% | 13.15% | 70 | -32,753 | -1.46% | Q4 2025 | Jan 21, 2026 |
| Towercrest Capital Management | History | Reduced | 2,212,231 | 59,531 | 9.39% | 9.49% | 71 | -32,753 | -1.46% | Q4 2025 | Jan 21, 2026 |
| Legacy Wealth Management, Inc | History | Reduced | 2,206,176 | 59,368 | 3.42% | 3.54% | 72 | -76,081 | -3.33% | Q4 2025 | Jan 21, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 2,200,040 | 59,203 | 6.11% | 6.28% | 73 | -89,255 | -3.9% | Q4 2025 | Jan 27, 2026 |
| RKL Wealth Management LLC | History | Reduced | 2,147,814 | 57,797 | 4.74% | 4.87% | 74 | -20,705 | -0.95% | Q4 2025 | Feb 12, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 2,119,924 | 57,047 | 7.67% | 7.7% | 75 | +31,231 | 1.5% | Q4 2025 | Jan 15, 2026 |
| Adams Wealth Management | History | Reduced | 2,115,264 | 56,921 | 12.14% | 12.22% | 76 | -48,958 | -2.26% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,072,279 | 55,765 | 0.01% | 0.0% | 77 | +1,016,474 | 96.27% | Q4 2025 | Mar 25, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,049,310 | 55,146 | 0.02% | 0.02% | 78 | +100,417 | 5.15% | Q4 2025 | Feb 18, 2026 |
| Modern Wealth Management, LLC | History | Added to | 2,000,358 | 53,829 | 0.98% | 0.95% | 79 | +185,172 | 10.2% | Q4 2025 | Feb 17, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 1,985,532 | 53,430 | 5.56% | 5.36% | 80 | +69,317 | 3.62% | Q4 2025 | Jan 20, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 1,983,561 | 53,379 | 12.07% | 12.63% | 81 | +57,317 | 2.98% | Q4 2025 | Feb 17, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 1,975,566 | 53,162 | 9.67% | 0.82% | 82 | +15,360 | 0.78% | Q4 2025 | Mar 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 1,971,052 | 53,040 | 7.35% | 7.69% | 83 | +85,174 | 4.52% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,903,988 | 51,236 | 0.31% | 0.37% | 84 | -33,734 | -1.74% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,891,079 | 50,888 | 0.88% | 1.1% | 85 | +94,847 | 5.28% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,850,090 | 49,785 | 0.01% | 0.03% | 86 | -2,269,538 | -55.09% | Q4 2025 | Feb 10, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 1,846,376 | 49,686 | 3.27% | 3.29% | 87 | -17,013 | -0.91% | Q4 2025 | Jan 09, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 1,788,112 | 48,118 | 4.62% | 4.79% | 88 | -17,671 | -0.98% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,775,672 | 47,783 | 0.97% | 1.25% | 89 | -323,507 | -15.41% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,763,659 | 47,460 | 0.01% | — | 90 | +1,763,659 | New | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,735,246 | 47,233 | 1.16% | 1.16% | 91 | +104,479 | 6.41% | Q4 2025 | Jan 28, 2026 |
| Visionary Wealth Advisors | History | Added to | 1,751,872 | 47,142 | 2.12% | 2.08% | 92 | +54,896 | 3.23% | Q4 2025 | Feb 13, 2026 |
| Richardson Capital Management LLC | History | Reduced | 1,747,876 | 47,035 | 23.6% | 23.6% | 93 | -137,374 | -7.29% | Q4 2025 | Jan 30, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 1,745,021 | 46,958 | 14.14% | 14.24% | 94 | -60,176 | -3.33% | Q4 2025 | Jan 26, 2026 |
| World Investment Advisors | History | Added to | 1,695,498 | 45,625 | 0.74% | 0.89% | 95 | +48,764 | 2.96% | Q4 2025 | Mar 12, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 1,666,797 | 44,853 | 6.18% | 5.73% | 96 | +35,223 | 2.16% | Q4 2025 | Jan 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,607,504 | 43,257 | 0.09% | 0.1% | 97 | +208,345 | 14.89% | Q4 2025 | Feb 17, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 1,546,940 | 41,661 | 1.24% | 1.07% | 98 | +226,952 | 17.19% | Q4 2025 | Jan 16, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 1,538,425 | 41,399 | 8.63% | 8.78% | 99 | -5,582 | -0.36% | Q4 2025 | Jan 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 1,537,906 | 41,385 | 0.97% | 0.96% | 100 | +27,569 | 1.83% | Q4 2025 | Feb 12, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 1,518,734 | 40,869 | 14.88% | 13.44% | 101 | +110,238 | 7.83% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,514,975 | 40,767 | 0.05% | 0.06% | 102 | -253,477 | -14.33% | Q4 2025 | Feb 12, 2026 |
| FIDELIS iM, LLC | History | Added to | 1,503,708 | 40,464 | 15.71% | 9.63% | 103 | +1,354,421 | 907.26% | Q4 2025 | Jan 23, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,496,412 | 40,268 | 0.47% | 0.47% | 104 | -28,630 | -1.88% | Q4 2025 | Jan 21, 2026 |
| Belpointe Asset Management LLC | History | Added to | 1,472,759 | 39,631 | 1.43% | 1.44% | 105 | +36,919 | 2.57% | Q4 2025 | Jan 27, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 1,462,473 | 39,355 | 4.03% | 4.08% | 106 | +21,382 | 1.48% | Q4 2025 | Feb 06, 2026 |
| D.B. Root & Company, LLC | History | Added to | 1,460,128 | 39,292 | 9.59% | 8.2% | 107 | +233,431 | 19.03% | Q4 2025 | Feb 03, 2026 |
| Matrix Trust Co | History | Added to | 1,456,441 | 39,193 | 6.47% | 5.94% | 108 | +15,610 | 1.08% | Q4 2025 | Jan 13, 2026 |
| FMR LLC | History | Added to | 1,430,260 | 38,488 | 0.0% | 0.0% | 109 | +77,158 | 5.7% | Q4 2025 | Feb 17, 2026 |
| Embree Financial Group | History | Reduced | 1,428,282 | 38,435 | 4.71% | 5.65% | 110 | -171,191 | -10.7% | Q4 2025 | Jan 14, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 1,423,565 | 38,308 | 13.42% | 13.12% | 111 | +45,019 | 3.27% | Q4 2025 | Feb 09, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 1,420,448 | 38,224 | 4.31% | 4.4% | 112 | +13,031 | 0.93% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,420,177 | 38,216 | 0.21% | 0.23% | 113 | +9,760 | 0.69% | Q4 2025 | Feb 03, 2026 |
| Destination Wealth Management | History | Added to | 1,416,630 | 38,121 | 1.0% | 0.69% | 114 | +462,254 | 48.44% | Q4 2025 | Feb 13, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 1,408,447 | 37,901 | 5.59% | 5.72% | 115 | +37,558 | 2.74% | Q4 2025 | Jan 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 1,407,637 | 37,879 | 0.92% | 0.97% | 116 | -19,059 | -1.34% | Q4 2025 | Jan 29, 2026 |
| Sherwood Financial Partners, LLC | History | Reduced | 1,404,347 | 37,790 | 32.57% | 32.68% | 117 | -18,237 | -1.28% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 1,362,888 | 36,675 | 0.04% | 0.03% | 118 | +252,766 | 22.77% | Q4 2025 | Feb 17, 2026 |
| Ashford Advisors, LLC | History | Reduced | 1,355,327 | 36,471 | 7.99% | 7.95% | 119 | -9,300 | -0.68% | Q4 2025 | Jan 23, 2026 |
| Bernard Wealth Management Corp. | History | Added to | 1,349,634 | 36,318 | 14.74% | 14.75% | 120 | +8,928 | 0.67% | Q4 2025 | Jan 15, 2026 |
| BCS Wealth Management | History | Added to | 1,344,800 | 36,188 | 3.65% | 4.0% | 121 | +671,264 | 99.66% | Q4 2025 | Jan 26, 2026 |
| Fortis Capital Management LLC | History | Added to | 1,339,853 | 36,055 | 4.77% | 4.68% | 122 | +75,058 | 5.93% | Q4 2025 | Feb 13, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Reduced | 1,331,671 | 35,835 | 7.5% | 7.56% | 123 | -7,014 | -0.52% | Q4 2025 | Jan 16, 2026 |
| Athena Investment Management | History | Reduced | 1,306,764 | 35,165 | 18.02% | 17.95% | 124 | -1,579 | -0.12% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | Reduced | 1,296,003 | 35,147 | 0.45% | 0.51% | 125 | -176,261 | -11.97% | Q4 2025 | Jan 23, 2026 |
| St. Louis Trust Co | History | No change | 1,297,295 | 34,910 | 4.0% | 4.26% | 126 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Gleason Group, Inc. | History | Added to | 1,287,531 | 34,647 | 3.4% | 3.33% | 127 | +29,472 | 2.34% | Q4 2025 | Jan 15, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 1,271,925 | 34,227 | 9.44% | 9.47% | 128 | -33,844 | -2.59% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 1,271,769 | 34,223 | 2.34% | 2.35% | 129 | -48,006 | -3.64% | Q4 2025 | Jan 26, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 1,248,334 | 34,116 | 1.99% | 2.1% | 130 | -28,442 | -2.23% | Q4 2025 | Jan 26, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 1,257,287 | 33,833 | 2.53% | 2.21% | 131 | -50,439 | -3.86% | Q4 2025 | Feb 17, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Reduced | 1,252,181 | 33,696 | 16.14% | 16.15% | 132 | -5,257 | -0.42% | Q4 2025 | Jan 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 1,246,944 | 33,555 | 1.08% | 0.96% | 133 | -9,630 | -0.77% | Q4 2025 | Jan 09, 2026 |
| UBS Group AG | History | Added to | 1,236,399 | 33,271 | 0.01% | 0.01% | 134 | +23,848 | 1.97% | Q4 2025 | Jan 29, 2026 |
| Ascension Capital Advisors, Inc. | History | Added to | 1,233,008 | 33,180 | 11.38% | 11.74% | 135 | +87,454 | 7.63% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 1,224,401 | 32,948 | 0.19% | 0.2% | 136 | +288 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Ethos Financial Group, LLC | History | Added to | 1,218,437 | 32,788 | 2.42% | 2.5% | 137 | +10,944 | 0.91% | Q4 2025 | Jan 20, 2026 |
| Powers Advisory Group, LLC | History | Added to | 1,199,072 | 32,267 | 12.15% | 12.55% | 138 | +2,244 | 0.19% | Q4 2025 | Jan 22, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Added to | 1,193,291 | 32,111 | 9.67% | 9.81% | 139 | +1,570 | 0.13% | Q4 2025 | Jan 30, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 1,188,906 | 31,993 | 2.18% | 0.14% | 140 | +1,173,544 | 7639.27% | Q4 2025 | Feb 17, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 1,186,560 | 31,930 | 6.73% | 1.86% | 141 | +872,273 | 277.54% | Q4 2025 | Jan 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,184,855 | 31,884 | 0.03% | 0.03% | 142 | -41,377 | -3.37% | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 1,172,583 | 31,554 | 2.56% | 2.52% | 143 | +17,597 | 1.52% | Q4 2025 | Feb 26, 2026 |
| BlackRock, Inc. | History | Added to | 1,166,702 | 31,395 | 0.0% | 0.0% | 144 | +660,318 | 130.4% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 1,157,789 | 31,156 | 0.56% | 0.64% | 145 | -31,489 | -2.65% | Q4 2025 | Jan 16, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,145,531 | 30,826 | 0.3% | 0.34% | 146 | -127,325 | -10.0% | Q4 2025 | Feb 13, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 1,141,964 | 30,730 | 13.11% | 13.29% | 147 | -32,767 | -2.79% | Q4 2025 | Jan 22, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 1,141,669 | 30,722 | 5.22% | 4.65% | 148 | +53 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,130,533 | 30,422 | 0.54% | 0.57% | 149 | +55,088 | 5.12% | Q4 2025 | Jan 16, 2026 |
| Gordian Advisors LLC | History | Reduced | 1,108,746 | 29,836 | 19.77% | 20.39% | 150 | -43,258 | -3.76% | Q4 2025 | Feb 09, 2026 |
| Csenge Advisory Group | History | Added to | 1,106,149 | 29,766 | 1.35% | 1.32% | 151 | +59,169 | 5.65% | Q4 2025 | Feb 06, 2026 |
| Provident Wealth Management, LLC | History | Added to | 1,080,579 | 29,078 | 8.61% | 8.52% | 152 | +10,572 | 0.99% | Q4 2025 | Jan 28, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Added to | 1,069,325 | 28,775 | 15.76% | 16.01% | 153 | +56,534 | 5.58% | Q4 2025 | Feb 10, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Reduced | 1,044,972 | 28,120 | 3.51% | 3.5% | 154 | -31,985 | -2.97% | Q4 2025 | Feb 09, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 1,019,736 | 27,441 | 3.92% | 4.01% | 155 | -8,238 | -0.8% | Q4 2025 | Jan 26, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 1,018,982 | 27,420 | 6.64% | 6.68% | 156 | -1,151 | -0.11% | Q4 2025 | Feb 11, 2026 |
| St. Johns Investment Management Company, LLC | History | Added to | 1,015,733 | 27,333 | 11.4% | 11.11% | 157 | +23,285 | 2.35% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 998,682 | 26,874 | 0.11% | — | 158 | +998,682 | New | Q4 2025 | Feb 05, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 970,709 | 26,121 | 8.7% | — | 159 | +970,709 | New | Q4 2025 | Mar 27, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 958,031 | 25,780 | 1.73% | 1.77% | 160 | -19,073 | -1.95% | Q4 2025 | Jan 08, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 950,630 | 25,581 | 7.81% | 8.03% | 161 | -3,903 | -0.41% | Q4 2025 | Feb 05, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 945,011 | 25,430 | 1.25% | 1.31% | 162 | -23,659 | -2.44% | Q4 2025 | Feb 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 937,188 | 25,219 | 0.71% | 0.71% | 163 | -4,127 | -0.44% | Q4 2025 | Jan 12, 2026 |
| Essex LLC | History | Reduced | 935,988 | 25,187 | 4.46% | 4.5% | 164 | -7,026 | -0.75% | Q4 2025 | Jan 20, 2026 |
| MANCHESTER FINANCIAL INC | History | Reduced | 918,824 | 24,725 | 4.62% | 4.9% | 165 | -12,428 | -1.33% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 914,622 | 24,612 | 0.18% | 0.2% | 166 | -40,222 | -4.21% | Q4 2025 | Feb 12, 2026 |
| Align Financial, LLC | History | New | 24,466 | 24,466 | 0.01% | — | 167 | +24,466 | New | Q4 2025 | Feb 17, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 907,465 | 24,419 | 2.04% | 2.02% | 168 | +5,597 | 0.62% | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | Reduced | 904,076 | 24,328 | 0.5% | 0.49% | 169 | -29,401 | -3.15% | Q4 2025 | Feb 17, 2026 |
| GEN Financial Management, INC. | History | Added to | 895,830 | 24,106 | 15.18% | 16.34% | 170 | +176,498 | 24.54% | Q4 2025 | Jan 15, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 887,608 | 23,885 | 3.78% | 3.88% | 171 | -14,002 | -1.55% | Q4 2025 | Feb 24, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 881,891 | 23,731 | 1.76% | 1.62% | 172 | -20,408 | -2.26% | Q4 2025 | Jan 23, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 877,600 | 23,616 | 6.87% | 6.83% | 173 | -8,780 | -0.99% | Q4 2025 | Feb 12, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 848,897 | 22,843 | 4.23% | 4.23% | 174 | +37,945 | 4.68% | Q4 2025 | Feb 13, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 837,859 | 22,546 | 11.45% | 12.87% | 175 | -37,500 | -4.28% | Q4 2025 | Jan 08, 2026 |
| Truepoint, Inc. | History | Reduced | 836,756 | 22,517 | 0.51% | 0.52% | 176 | -7,288 | -0.86% | Q4 2025 | Feb 11, 2026 |
| WBH ADVISORY INC | History | Reduced | 826,182 | 22,232 | 1.65% | 1.68% | 177 | -11,010 | -1.32% | Q4 2025 | Jan 26, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 817,810 | 22,007 | 3.23% | 3.3% | 178 | -6,368 | -0.77% | Q4 2025 | Feb 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 813,474 | 21,890 | 1.83% | 1.92% | 179 | -63,214 | -7.21% | Q4 2025 | Feb 13, 2026 |
| White & Co Financial Planning Inc | History | Reduced | 810,769 | 21,817 | 16.31% | 16.08% | 180 | -334 | -0.04% | Q4 2025 | Jan 20, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Reduced | 808,258 | 21,750 | 10.7% | 10.91% | 181 | -59,536 | -6.86% | Q4 2025 | Feb 09, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 808,245 | 21,749 | 3.06% | 3.4% | 182 | -4,354 | -0.54% | Q4 2025 | Feb 13, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 799,637 | 21,518 | 1.81% | 1.83% | 183 | -15,125 | -1.86% | Q4 2025 | Jan 15, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 797,120 | 21,450 | 2.26% | 2.37% | 184 | -7,502 | -0.93% | Q4 2025 | Feb 03, 2026 |
| Abound Wealth Management | History | Added to | 796,844 | 21,443 | 5.02% | 5.2% | 185 | +7,639 | 0.97% | Q4 2025 | Jan 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 780,202 | 20,995 | 0.79% | 0.8% | 186 | -5,522 | -0.7% | Q4 2025 | Feb 17, 2026 |
| SNS Financial Group, LLC | History | Added to | 779,930 | 20,987 | 1.81% | 1.76% | 187 | +11,266 | 1.47% | Q4 2025 | Feb 02, 2026 |
| MCF Advisors LLC | History | Reduced | 765,007 | 20,586 | 1.14% | 1.26% | 188 | -16,842 | -2.15% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 751,790 | 20,230 | 0.01% | 0.01% | 189 | -10,962 | -1.44% | Q4 2025 | Feb 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 743,457 | 20,006 | 0.03% | 0.03% | 190 | -4,971 | -0.66% | Q4 2025 | Feb 02, 2026 |
| Downshift Financial, LLC | History | New | 750,046 | 19,993 | 12.33% | — | 191 | +750,046 | New | Q4 2025 | Mar 11, 2026 |
| Investors Research Corp | History | Added to | 741,079 | 19,942 | 3.65% | 3.5% | 192 | +23,065 | 3.21% | Q4 2025 | Jan 06, 2026 |
| MONEYWISE, INC. | History | Reduced | 738,905 | 19,883 | 8.27% | 9.52% | 193 | -60,485 | -7.57% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Planning, LLC | History | New | 731,374 | 19,684 | 4.57% | — | 194 | +731,374 | New | Q4 2025 | Mar 17, 2026 |
| Lutz Financial Services LLC | History | Reduced | 728,336 | 19,599 | 1.33% | 1.4% | 195 | -7,824 | -1.06% | Q4 2025 | Feb 06, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | Added to | 718,663 | 19,576 | 14.22% | 13.41% | 196 | +39,455 | 5.81% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 725,392 | 19,520 | 0.16% | 0.1% | 197 | +302,007 | 71.33% | Q4 2025 | Jan 26, 2026 |
| Family Legacy Financial Solutions, LLC | History | Added to | 716,115 | 19,271 | 14.86% | 9.69% | 198 | +235,502 | 49.0% | Q4 2025 | Jan 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 714,911 | 19,238 | 0.11% | 0.07% | 199 | +152,730 | 27.17% | Q4 2025 | Jan 29, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 714,809 | 19,235 | 1.11% | 1.15% | 200 | -774 | -0.11% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 710,515 | 19,119 | 0.43% | 0.4% | 201 | +121,175 | 20.56% | Q4 2025 | Feb 06, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 705,070 | 18,973 | 2.08% | 1.99% | 202 | +38,456 | 5.77% | Q4 2025 | Jan 20, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 705,007 | 18,971 | 1.67% | 1.74% | 203 | -37,363 | -5.03% | Q4 2025 | Feb 06, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 702,149 | 18,894 | 3.99% | 3.87% | 204 | +28,743 | 4.27% | Q4 2025 | Jan 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 688,992 | 18,540 | 0.24% | 0.25% | 205 | -28,709 | -4.0% | Q4 2025 | Feb 09, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 670,671 | 18,047 | 0.75% | 0.77% | 206 | -20,185 | -2.92% | Q4 2025 | Feb 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 669,805 | 18,024 | 0.03% | 0.03% | 207 | +8,163 | 1.23% | Q4 2025 | Mar 16, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 660,723 | 17,780 | 4.14% | 4.15% | 208 | +9,559 | 1.47% | Q4 2025 | Feb 10, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 656,462 | 17,665 | 1.91% | 2.03% | 209 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 642,584 | 17,291 | 0.6% | 0.63% | 210 | -26,073 | -3.9% | Q4 2025 | Jan 12, 2026 |
| CWM, LLC | History | Reduced | 641,480 | 17,262 | 0.05% | 0.05% | 211 | -44,230 | -6.45% | Q4 2025 | Jan 26, 2026 |
| Leisure Capital Management | History | Reduced | 640,745 | 17,242 | 5.71% | 5.8% | 212 | -2,548 | -0.4% | Q4 2025 | Jan 27, 2026 |
| Summit Financial, LLC | History | Added to | 626,200 | 16,851 | 0.25% | 0.21% | 213 | +102,697 | 19.62% | Q4 2025 | Feb 13, 2026 |
| Strategic Equity Management | History | Reduced | 618,115 | 16,633 | 5.64% | 6.85% | 214 | -84,071 | -11.97% | Q4 2025 | Feb 09, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 608,424 | 16,372 | 3.76% | 3.76% | 215 | +2,503 | 0.41% | Q4 2025 | Jan 26, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 606,334 | 16,316 | 9.72% | 10.0% | 216 | -3,927 | -0.64% | Q4 2025 | Jan 21, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 604,073 | 16,255 | 1.82% | 1.57% | 217 | +91,556 | 17.86% | Q4 2025 | Jan 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 596,721 | 16,057 | 0.0% | 0.0% | 218 | -347,004 | -36.77% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 579,346 | 15,590 | 0.11% | 0.11% | 219 | +15,107 | 2.68% | Q4 2025 | Feb 17, 2026 |
| L2 Asset Management, LLC | History | Added to | 577,272 | 15,534 | 2.08% | 1.49% | 220 | +185,882 | 47.49% | Q4 2025 | Feb 17, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 571,076 | 15,367 | 1.7% | — | 221 | +571,076 | New | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 562,212 | 15,129 | 0.0% | — | 222 | +562,212 | New | Q4 2025 | Feb 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 559,865 | 15,065 | 3.94% | 3.12% | 223 | +162,459 | 40.88% | Q4 2025 | Jan 27, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 551,211 | 14,833 | 2.69% | 2.76% | 224 | +14,957 | 2.79% | Q4 2025 | Feb 17, 2026 |
| May Barnhard Investments LLC | History | Reduced | 546,716 | 14,712 | 6.95% | 7.11% | 225 | -35,652 | -6.12% | Q4 2025 | Jan 28, 2026 |
| Blackhawk Capital Partners, LLC | History | Added to | 545,982 | 14,692 | 5.52% | 5.49% | 226 | +10,255 | 1.91% | Q4 2025 | Feb 04, 2026 |
| Vivaldi Capital Management LP | History | Added to | 543,124 | 14,615 | 1.99% | 2.0% | 227 | +6,222 | 1.16% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Added to | 538,955 | 14,503 | 0.31% | 0.27% | 228 | +110,345 | 25.74% | Q4 2025 | Jan 28, 2026 |
| Sigma Planning Corp | History | Reduced | 533,857 | 14,361 | 0.4% | 0.42% | 229 | -23,966 | -4.3% | Q4 2025 | Jan 30, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 528,475 | 14,221 | 0.18% | 0.18% | 230 | -1,574 | -0.3% | Q4 2025 | Feb 10, 2026 |
| Balance Wealth, LLC | History | Added to | 526,696 | 14,173 | 4.55% | 3.39% | 231 | +5,010 | 0.96% | Q4 2025 | Jan 21, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 522,177 | 14,051 | 1.41% | 1.43% | 232 | +2,584 | 0.5% | Q4 2025 | Jan 27, 2026 |
| Savvy Advisors, Inc. | History | Added to | 518,836 | 13,961 | 0.45% | 0.6% | 233 | +24,328 | 4.92% | Q4 2025 | Jan 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 514,916 | 13,856 | 0.11% | 0.13% | 234 | +21,727 | 4.41% | Q4 2025 | Feb 17, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 512,312 | 13,786 | 6.41% | 6.68% | 235 | -9,870 | -1.89% | Q4 2025 | Jan 15, 2026 |
| Allen Capital Group, LLC | History | Reduced | 511,501 | 13,764 | 1.26% | 1.29% | 236 | -6,360 | -1.23% | Q4 2025 | Feb 09, 2026 |
| CVA Family Office, LLC | History | Reduced | 506,723 | 13,635 | 1.57% | 1.72% | 237 | -218 | -0.04% | Q4 2025 | Jan 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 501,807 | 13,503 | 0.26% | 0.36% | 238 | +129,660 | 34.84% | Q4 2025 | Feb 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 491,711 | 13,231 | 0.32% | 0.33% | 239 | -14,228 | -2.81% | Q4 2025 | Feb 03, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 490,749 | 13,206 | 5.65% | 5.53% | 240 | -9,599 | -1.92% | Q4 2025 | Feb 10, 2026 |
| Envision Financial LLC | History | Reduced | 487,400 | 13,115 | 6.93% | 7.54% | 241 | -12,090 | -2.42% | Q4 2025 | Jan 07, 2026 |
| Elite Life Management LLC | History | Reduced | 477,150 | 12,997 | 21.09% | 26.01% | 242 | -6,371 | -1.32% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | Added to | 474,763 | 12,775 | 0.45% | 0.43% | 243 | +29,014 | 6.51% | Q4 2025 | Jan 13, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Reduced | 468,439 | 12,605 | 3.04% | 3.13% | 244 | -2,007 | -0.43% | Q4 2025 | Jan 23, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 467,361 | 12,576 | 0.51% | 0.5% | 245 | -4,893 | -1.04% | Q4 2025 | Feb 09, 2026 |
| SCS Capital Management LLC | History | Reduced | 460,431 | 12,390 | 0.13% | 0.13% | 246 | -4,250 | -0.91% | Q4 2025 | Feb 10, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 458,881 | 12,348 | 3.88% | 3.9% | 247 | +10,715 | 2.39% | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 457,108 | 12,300 | 0.3% | 0.32% | 248 | -18,237 | -3.84% | Q4 2025 | Feb 17, 2026 |
| Arnold Financial Planning LLC | History | New | 453,850 | 12,213 | 12.59% | — | 249 | +453,850 | New | Q4 2025 | Jan 27, 2026 |
| Enclave Advisors LLC | History | Reduced | 453,283 | 12,197 | 1.73% | 1.86% | 250 | -9,587 | -2.07% | Q4 2025 | Jan 14, 2026 |
| American Money Management, LLC | History | Added to | 449,535 | 12,097 | 1.9% | 1.96% | 251 | +3,266 | 0.73% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 446,335 | 12,010 | 0.04% | 0.05% | 252 | -11,317 | -2.47% | Q4 2025 | Feb 18, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 445,522 | 11,988 | 3.35% | 3.55% | 253 | -32,954 | -6.89% | Q4 2025 | Feb 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 440,706 | 11,859 | 0.62% | 0.37% | 254 | +216,944 | 96.95% | Q4 2025 | Jan 26, 2026 |
| Leverty Financial Group, LLC | History | Added to | 438,536 | 11,801 | 2.82% | 2.88% | 255 | +17,429 | 4.14% | Q4 2025 | Jan 09, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 436,678 | 11,694 | 2.62% | 2.95% | 256 | +1,135 | 0.26% | Q4 2025 | Feb 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 433,363 | 11,661 | 0.15% | 0.14% | 257 | +55,374 | 14.65% | Q4 2025 | Feb 10, 2026 |
| LongView Wealth Management | History | Reduced | 423,920 | 11,645 | 2.81% | 3.05% | 258 | -2,952 | -0.69% | Q4 2025 | Jan 13, 2026 |
| Farrell Financial LLC | History | Reduced | 432,404 | 11,636 | 6.86% | 7.24% | 259 | -6,106 | -1.39% | Q4 2025 | Jan 12, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 430,994 | 11,598 | 5.27% | 5.39% | 260 | -6,805 | -1.55% | Q4 2025 | Feb 11, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 430,740 | 11,591 | 1.36% | 1.35% | 261 | +2,513 | 0.59% | Q4 2025 | Jan 20, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | New | 429,291 | 11,552 | 11.55% | — | 262 | +429,291 | New | Q4 2025 | Feb 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 426,374 | 11,473 | 0.23% | 0.26% | 263 | -71,515 | -14.36% | Q4 2025 | Feb 05, 2026 |
| NorthRock Partners, LLC | History | Added to | 425,946 | 11,462 | 0.19% | 0.2% | 264 | +14,566 | 3.54% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 422,207 | 11,361 | 0.41% | 0.42% | 265 | -3,070 | -0.72% | Q4 2025 | Feb 02, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 420,588 | 11,318 | 4.01% | 4.15% | 266 | -16,919 | -3.87% | Q4 2025 | Jan 09, 2026 |
| Farnam Financial LLC | History | Reduced | 417,539 | 11,235 | 8.46% | 10.65% | 267 | -102,888 | -19.77% | Q4 2025 | Jan 26, 2026 |
| Ballast Financial Advisors LLC | History | New | 415,341 | 11,176 | 11.51% | — | 268 | +415,341 | New | Q4 2025 | Feb 17, 2026 |
| Guardian Financial Partners, LLC | History | Added to | 411,728 | 11,079 | 4.67% | 4.5% | 269 | +6,747 | 1.67% | Q4 2025 | Jan 14, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 402,404 | 10,828 | 5.35% | 5.44% | 270 | -433 | -0.11% | Q4 2025 | Jan 23, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 398,972 | 10,736 | 0.19% | 0.2% | 271 | -17,515 | -4.21% | Q4 2025 | Jan 22, 2026 |
| MBA Advisors LLC | History | Added to | 398,945 | 10,735 | 4.33% | 4.45% | 272 | +3,166 | 0.8% | Q4 2025 | Jan 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 396,335 | 10,665 | 0.03% | 0.03% | 273 | +24,258 | 6.52% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 395,945 | 10,654 | 0.21% | 0.23% | 274 | -22,370 | -5.35% | Q4 2025 | Jan 14, 2026 |
| CAP Partners, LLC | History | Added to | 393,585 | 10,591 | 6.0% | 5.83% | 275 | +3,456 | 0.89% | Q4 2025 | Feb 04, 2026 |
| United Advisor Group, LLC | History | Reduced | 387,160 | 10,418 | 1.3% | 1.37% | 276 | -659 | -0.17% | Q4 2025 | Jan 26, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 385,900 | 10,384 | 0.02% | — | 277 | +385,900 | New | Q4 2025 | Feb 12, 2026 |
| K2 Financial Inc. | History | Added to | 380,612 | 10,371 | 8.02% | 7.86% | 278 | +8,322 | 2.24% | Q4 2025 | Jan 22, 2026 |
| PFG Advisors | History | Added to | 381,661 | 10,270 | 0.5% | 0.37% | 279 | +36,597 | 10.61% | Q4 2025 | Jan 27, 2026 |
| Peachtree Investment Partners, LLC | History | Added to | 378,722 | 10,191 | 3.38% | 2.35% | 280 | +121,050 | 46.98% | Q4 2025 | Feb 11, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 375,238 | 10,097 | 0.03% | 0.03% | 281 | -3,957 | -1.04% | Q4 2025 | Feb 13, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 374,339 | 10,073 | 2.03% | 2.07% | 282 | +1,989 | 0.53% | Q4 2025 | Jan 28, 2026 |
| Attessa Capital LLC | History | Reduced | 372,815 | 10,032 | 5.48% | 5.86% | 283 | -4,637 | -1.23% | Q4 2025 | Jan 06, 2026 |
| Global Endowment Management, LP | History | Reduced | 363,887 | 9,792 | 1.22% | 1.24% | 284 | -11,235 | -3.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 362,898 | 9,765 | 1.23% | — | 285 | +362,898 | New | Q4 2025 | Jan 27, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 357,136 | 9,610 | 1.17% | 1.19% | 286 | -19,788 | -5.25% | Q4 2025 | Jan 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 355,840 | 9,576 | 0.02% | — | 287 | +355,840 | New | Q4 2025 | Feb 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 355,523 | 9,567 | 0.25% | 0.25% | 288 | +321 | 0.09% | Q4 2025 | Jan 23, 2026 |
| Asset Dedication, LLC | History | Reduced | 355,323 | 9,561 | 0.63% | 0.72% | 289 | -50,513 | -12.45% | Q4 2025 | Jan 26, 2026 |
| Lee Financial Co | History | Reduced | 355,199 | 9,558 | 1.29% | 1.17% | 290 | -143 | -0.04% | Q4 2025 | Jan 22, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 354,436 | 9,537 | 1.2% | 1.26% | 291 | -18,416 | -4.94% | Q4 2025 | Feb 06, 2026 |
| Consilium Wealth Advisory, LLC | History | Reduced | 354,116 | 9,529 | 3.52% | 3.63% | 292 | -2,980 | -0.83% | Q4 2025 | Jan 26, 2026 |
| Legacy Private Trust Co. | History | Added to | 352,523 | 9,486 | 0.56% | 0.54% | 293 | +7,326 | 2.12% | Q4 2025 | Jan 08, 2026 |
| Advisory Services Network, LLC | History | Reduced | 351,911 | 9,469 | 0.13% | 0.15% | 294 | -35,049 | -9.06% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 349,120 | 9,394 | 0.21% | 0.29% | 295 | +16,742 | 5.04% | Q4 2025 | Feb 05, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 348,420 | 9,375 | 1.0% | 1.23% | 296 | +16,870 | 5.09% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 344,030 | 9,150 | 0.03% | 0.03% | 297 | +6,484 | 1.92% | Q4 2025 | Feb 10, 2026 |
| VSM Wealth Advisory, LLC | History | New | 335,557 | 9,019 | 2.71% | — | 298 | +335,557 | New | Q4 2025 | Feb 06, 2026 |
| Meramec Financial Planners, LLC | History | New | 330,039 | 8,990 | 3.5% | — | 299 | +330,039 | New | Q4 2025 | Feb 10, 2026 |
| Element Wealth, LLC | History | Reduced | 333,799 | 8,982 | 3.7% | 3.86% | 300 | -3,742 | -1.11% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 330,827 | 8,902 | 0.04% | 0.05% | 301 | -46,932 | -12.42% | Q4 2025 | Feb 17, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 327,846 | 8,822 | 1.65% | 1.73% | 302 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 322,496 | 8,675 | 1.2% | 1.38% | 303 | -7,566 | -2.29% | Q4 2025 | Jan 21, 2026 |
| Dakota Wealth Management | History | Added to | 315,026 | 8,477 | 0.15% | 0.07% | 304 | +182,724 | 138.11% | Q4 2025 | Jan 13, 2026 |
| Gradient Investments LLC | History | Added to | 310,835 | 8,364 | 0.13% | 0.13% | 305 | +19,579 | 6.72% | Q4 2025 | Jan 08, 2026 |
| Circle Wealth Management, LLC | History | No change | 310,300 | 8,350 | 0.13% | 0.16% | 306 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Monetary Solutions, Ltd | History | New | 305,547 | 8,222 | 8.1% | — | 307 | +305,547 | New | Q4 2025 | Feb 23, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 304,946 | 8,206 | 0.83% | 0.82% | 308 | +1,592 | 0.52% | Q4 2025 | Jan 26, 2026 |
| Bank of New York Mellon Corp | History | Added to | 304,729 | 8,200 | 0.0% | 0.0% | 309 | +78,778 | 34.87% | Q4 2025 | Feb 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 304,560 | 8,195 | 0.52% | 0.62% | 310 | -56,443 | -15.64% | Q4 2025 | Jan 23, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Added to | 304,137 | 8,184 | 0.23% | 0.01% | 311 | +288,677 | 1867.25% | Q4 2025 | Jan 05, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 300,798 | 8,094 | 0.89% | 0.96% | 312 | -18,437 | -5.78% | Q4 2025 | Feb 18, 2026 |
| SWS Partners | History | Reduced | 299,561 | 8,061 | 1.95% | 1.94% | 313 | -2,878 | -0.95% | Q4 2025 | Jan 16, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 297,133 | 7,995 | 1.8% | 1.83% | 314 | -2,752 | -0.92% | Q4 2025 | Jan 14, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 296,372 | 7,975 | 0.35% | 0.32% | 315 | +13,751 | 4.87% | Q4 2025 | Feb 17, 2026 |
| Nicollet Investment Management, Inc. | History | No change | 293,530 | 7,899 | 2.5% | 2.52% | 316 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| VanderPol Investments L.L.C. | History | Added to | 291,822 | 7,852 | 13.65% | 13.35% | 317 | +4,348 | 1.51% | Q4 2025 | Feb 04, 2026 |
| Raine Group LLC | History | Reduced | 291,323 | 7,839 | 72.18% | 76.13% | 318 | -72,690 | -19.97% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 291,236 | 7,837 | 0.09% | 0.23% | 319 | -210,292 | -41.93% | Q4 2025 | Jan 29, 2026 |
| MBL Wealth, LLC | History | Added to | 288,900 | 7,774 | 0.62% | 0.66% | 320 | +55 | 0.02% | Q4 2025 | Jan 21, 2026 |
| Red Tortoise LLC | History | Reduced | 284,936 | 7,673 | 3.26% | 3.26% | 321 | -384 | -0.13% | Q4 2025 | Jan 22, 2026 |
| Harbor Group, Inc. | History | Reduced | 283,218 | 7,621 | 1.14% | 1.2% | 322 | -3,030 | -1.06% | Q4 2025 | Jan 12, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 282,745 | 7,608 | 2.18% | 2.21% | 323 | -2,968 | -1.04% | Q4 2025 | Jan 27, 2026 |
| GPM Growth Investors, Inc. | History | Reduced | 281,209 | 7,567 | 2.95% | 2.9% | 324 | -5,059 | -1.77% | Q4 2025 | Jan 30, 2026 |
| Barden Capital Management, Inc. | History | Added to | 281,185 | 7,566 | 6.21% | 5.83% | 325 | +15,078 | 5.67% | Q4 2025 | Jan 06, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 279,943 | 7,533 | 0.73% | 0.76% | 326 | -3,947 | -1.39% | Q4 2025 | Feb 06, 2026 |
| Curbstone Financial Management Corp | History | Added to | 279,240 | 7,514 | 1.44% | 1.37% | 327 | +7,760 | 2.86% | Q4 2025 | Jan 23, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 278,480 | 7,493 | 1.55% | 1.63% | 328 | -8,678 | -3.02% | Q4 2025 | Jan 05, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 276,549 | 7,441 | 0.1% | — | 329 | +276,549 | New | Q4 2025 | Feb 13, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 274,898 | 7,397 | 3.23% | 3.31% | 330 | -4,393 | -1.57% | Q4 2025 | Feb 05, 2026 |
| Summit Financial Consulting LLC | History | Added to | 273,802 | 7,368 | 5.35% | 5.28% | 331 | +22,548 | 8.97% | Q4 2025 | Jan 23, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 271,393 | 7,303 | 1.67% | 1.59% | 332 | +9,055 | 3.45% | Q4 2025 | Jan 16, 2026 |
| Cynosure Group, LLC | History | Reduced | 271,079 | 7,294 | 0.74% | 0.78% | 333 | -1,889 | -0.69% | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 270,198 | 7,271 | 0.11% | 0.22% | 334 | -289,560 | -51.73% | Q4 2025 | Feb 09, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 269,200 | 7,244 | 1.91% | 2.12% | 335 | -9,118 | -3.28% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 267,933 | 7,210 | 0.04% | 0.02% | 336 | +173,975 | 185.16% | Q4 2025 | Jan 26, 2026 |
| Ignite Planners, LLC | History | Added to | 264,683 | 7,209 | 1.1% | 0.9% | 337 | +56,528 | 27.16% | Q4 2025 | Feb 06, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 265,860 | 7,154 | 1.84% | 1.98% | 338 | -13,917 | -4.97% | Q4 2025 | Feb 06, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 265,784 | 7,152 | 2.88% | 2.76% | 339 | -5,168 | -1.91% | Q4 2025 | Feb 11, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 264,354 | 7,113 | 2.36% | 2.72% | 340 | -41,879 | -13.68% | Q4 2025 | Jan 22, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 262,108 | 7,053 | 0.45% | 0.45% | 341 | +5,523 | 2.15% | Q4 2025 | Jan 26, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 261,273 | 7,030 | 1.08% | 1.05% | 342 | +12,556 | 5.05% | Q4 2025 | Jan 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 259,978 | 6,996 | 0.09% | 0.09% | 343 | -9,405 | -3.49% | Q4 2025 | Jan 22, 2026 |
| Triangle Securities Wealth Management | History | Added to | 258,864 | 6,966 | 1.47% | 1.53% | 344 | +1,845 | 0.72% | Q4 2025 | Jan 13, 2026 |
| SFMG, LLC | History | Added to | 258,348 | 6,952 | 0.47% | 0.47% | 345 | +944 | 0.37% | Q4 2025 | Feb 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 258,002 | 6,942 | 0.14% | 0.13% | 346 | +18,079 | 7.54% | Q4 2025 | Feb 06, 2026 |
| Cannon Capital Management, Inc. | History | New | 251,453 | 6,766 | 5.95% | — | 348 | +251,453 | New | Q4 2025 | Jan 30, 2026 |
| Krilogy Financial LLC | History | Reduced | 247,400 | 6,766 | 0.23% | 0.25% | 347 | -5,723 | -2.26% | Q4 2025 | Jan 27, 2026 |
| Johnson Financial Group, LLC | History | Added to | 251,219 | 6,760 | 0.42% | 0.24% | 349 | +150,621 | 149.73% | Q4 2025 | Feb 10, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Added to | 248,078 | 6,742 | 4.56% | 4.51% | 350 | +16,337 | 7.05% | Q4 2025 | Feb 24, 2026 |
| Sage Mountain Advisors LLC | History | No change | 249,841 | 6,723 | 0.36% | 0.38% | 351 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 249,361 | 6,710 | 0.25% | 0.25% | 352 | +947 | 0.38% | Q4 2025 | Feb 13, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 245,696 | 6,611 | 1.73% | 1.79% | 353 | -2,167 | -0.87% | Q4 2025 | Feb 06, 2026 |
| Van Cleef Asset Management,Inc | History | Added to | 245,409 | 6,603 | 0.67% | 0.6% | 354 | +19,837 | 8.79% | Q4 2025 | Feb 09, 2026 |
| Somerset Group LLC | History | Added to | 242,111 | 6,595 | 4.97% | 4.93% | 355 | +6,113 | 2.59% | Q4 2025 | Feb 12, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 244,761 | 6,586 | 0.42% | 0.43% | 356 | -2,064 | -0.84% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Added to | 244,451 | 6,578 | 0.0% | 0.0% | 357 | +7,473 | 3.15% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 243,483 | 6,552 | 0.01% | 29.96% | 358 | -1,542 | -0.63% | Q4 2025 | Feb 17, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 242,971 | 6,538 | 1.83% | 1.87% | 359 | +934 | 0.39% | Q4 2025 | Feb 03, 2026 |
| Jacobs Equity LLC | History | New | 242,302 | 6,520 | 6.28% | — | 360 | +242,302 | New | Q4 2025 | Feb 19, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 241,632 | 6,502 | 3.24% | 3.33% | 361 | -3,185 | -1.3% | Q4 2025 | Feb 04, 2026 |
| Mutual Advisors, LLC | History | Reduced | 238,730 | 6,424 | 0.14% | 0.14% | 362 | -676 | -0.28% | Q4 2025 | Feb 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 237,237 | 6,384 | 0.02% | 0.02% | 363 | +7,804 | 3.4% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | Added to | 236,402 | 6,361 | 0.61% | 0.26% | 364 | +191,460 | 426.02% | Q4 2025 | Feb 17, 2026 |
| Gambit Capital Management, LLC | History | New | 232,847 | 6,265 | 4.48% | — | 365 | +232,847 | New | Q4 2025 | Feb 06, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 231,516 | 6,230 | 1.45% | 1.5% | 366 | -3,282 | -1.4% | Q4 2025 | Jan 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 230,765 | 6,210 | 0.01% | 0.01% | 367 | +6,279 | 2.8% | Q4 2025 | Feb 10, 2026 |
| ASPIRIANT, LLC | History | Reduced | 227,400 | 6,119 | 0.18% | 0.19% | 368 | -2,519 | -1.1% | Q4 2025 | Jan 20, 2026 |
| Simplicity Wealth,LLC | History | Added to | 227,302 | 6,116 | 0.36% | 0.33% | 369 | +12,079 | 5.61% | Q4 2025 | Jan 30, 2026 |
| Santori & Peters, Inc. | History | Reduced | 224,672 | 6,045 | 2.06% | 2.14% | 370 | -2,413 | -1.06% | Q4 2025 | Jan 15, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 224,315 | 6,036 | 0.37% | 0.45% | 371 | -42,507 | -15.93% | Q4 2025 | Feb 18, 2026 |
| BRIGHTON JONES LLC | History | Added to | 222,605 | 5,990 | 0.22% | 0.14% | 372 | +1,737 | 0.79% | Q4 2025 | Jan 27, 2026 |
| U S WEALTH GROUP, LLC. | History | New | 221,950 | 5,972 | 3.94% | — | 373 | +221,950 | New | Q4 2025 | Mar 17, 2026 |
| Eagle Capital Management, LLC | History | Added to | 221,585 | 5,963 | 2.17% | 2.17% | 374 | +3,949 | 1.81% | Q4 2025 | Jan 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 261,189 | 5,952 | 0.14% | 0.13% | 375 | +1,439 | 0.55% | Q4 2025 | Feb 11, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 200,946 | 5,950 | 2.39% | 2.42% | 376 | -111 | -0.06% | Q4 2025 | Jan 14, 2026 |
| Hamrick Investment Counsel, llc | History | New | 220,683 | 5,938 | 4.42% | — | 377 | +220,683 | New | Q4 2025 | Mar 31, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 218,496 | 5,879 | 0.06% | 0.06% | 378 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 217,183 | 5,844 | 0.07% | 0.07% | 379 | -360 | -0.17% | Q4 2025 | Jan 26, 2026 |
| BAILARD, INC. | History | Reduced | 215,359 | 5,795 | 0.13% | 0.12% | 380 | -1,417 | -0.65% | Q4 2025 | Feb 04, 2026 |
| Omega Financial Group, LLC | History | Reduced | 212,649 | 5,722 | 1.88% | 1.98% | 381 | -14,338 | -6.32% | Q4 2025 | Jan 28, 2026 |
| Clearview Wealth Advisors LLC | History | Reduced | 212,105 | 5,707 | 3.62% | 3.59% | 382 | -766 | -0.36% | Q4 2025 | Feb 17, 2026 |
| RMG Wealth Management LLC | History | Added to | 196,774 | 5,656 | 0.73% | 0.01% | 383 | +194,716 | 9461.42% | Q4 2025 | Jan 29, 2026 |
| Montis Financial, LLC | History | Reduced | 208,185 | 5,602 | 1.11% | 1.31% | 384 | -7,611 | -3.53% | Q4 2025 | Feb 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 207,807 | 5,592 | 0.26% | 0.28% | 385 | -12,177 | -5.54% | Q4 2025 | Feb 13, 2026 |
| Dorato Capital Management | History | New | 204,668 | 5,581 | 4.19% | — | 386 | +204,668 | New | Q4 2025 | Jan 16, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 206,932 | 5,568 | 0.82% | 0.82% | 387 | +67 | 0.03% | Q4 2025 | Jan 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 203,961 | 5,488 | 0.02% | 0.02% | 389 | +17,266 | 9.25% | Q4 2025 | Feb 13, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 203,959 | 5,488 | 0.97% | 1.04% | 388 | +3,862 | 1.93% | Q4 2025 | Mar 05, 2026 |
| Pathstone Holdings, LLC | History | New | 202,715 | 5,455 | 0.02% | — | 390 | +202,715 | New | Q4 2025 | Feb 13, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 200,548 | 5,396 | 0.27% | 0.29% | 391 | -12,223 | -5.74% | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 197,838 | 5,323 | 0.18% | 0.18% | 392 | -5,381 | -2.65% | Q4 2025 | Feb 17, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 197,478 | 5,314 | 0.37% | 0.28% | 393 | +50,920 | 34.74% | Q4 2025 | Jan 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 196,651 | 5,291 | 0.0% | 0.0% | 394 | -9,073 | -4.41% | Q4 2025 | Feb 12, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 192,128 | 5,251 | 2.69% | 2.84% | 395 | -2,449 | -1.26% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 192,708 | 5,185 | 0.06% | 0.06% | 396 | +8,574 | 4.66% | Q4 2025 | Jan 20, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 192,311 | 5,175 | 2.02% | 2.22% | 397 | -16,859 | -8.06% | Q4 2025 | Jan 28, 2026 |
| Sowell Financial Services LLC | History | Added to | 191,046 | 5,141 | 0.19% | 0.17% | 398 | +25,260 | 15.24% | Q4 2025 | Jan 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 187,363 | 5,041 | 0.09% | 0.08% | 399 | +50,996 | 37.4% | Q4 2025 | Feb 19, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 186,757 | 5,025 | 0.11% | 0.11% | 400 | +5,337 | 2.94% | Q4 2025 | Feb 05, 2026 |
| ASSET PLANNING SERVICES INC /LA/ /ADV | History | Reduced | 183,892 | 4,949 | 2.19% | 2.09% | 401 | -4,810 | -2.55% | Q4 2025 | Jan 16, 2026 |
| Missouri Trust & Investment Co | History | Added to | 183,385 | 4,934 | 1.45% | 1.41% | 402 | +2,488 | 1.38% | Q4 2025 | Feb 13, 2026 |
| Selby Wealth Management, LLC | History | New | 182,490 | 4,910 | 1.98% | — | 403 | +182,490 | New | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 181,894 | 4,894 | 0.01% | 0.01% | 404 | -2,599 | -1.41% | Q4 2025 | Feb 12, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 180,497 | 4,857 | 3.56% | 3.63% | 405 | -5,584 | -3.0% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 179,681 | 4,835 | 0.07% | 0.06% | 406 | +31,774 | 21.48% | Q4 2025 | Feb 09, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 179,187 | 4,821 | 0.41% | 0.42% | 407 | -3,375 | -1.85% | Q4 2025 | Jan 21, 2026 |
| Atria Investments, Inc | History | Reduced | 178,136 | 4,793 | 0.05% | 0.1% | 408 | -160,001 | -47.32% | Q4 2025 | Feb 05, 2026 |
| Denver PWM, LLC | History | No change | 194,727 | 4,759 | 1.59% | 1.48% | 409 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 176,788 | 4,757 | 0.34% | 0.36% | 410 | -8,390 | -4.53% | Q4 2025 | Feb 10, 2026 |
| Code Waechter LLC | History | Reduced | 176,500 | 4,749 | 3.05% | 3.1% | 411 | -4,428 | -2.45% | Q4 2025 | Jan 26, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 176,432 | 4,747 | 0.07% | 0.07% | 412 | -1,340 | -0.75% | Q4 2025 | Feb 12, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 193,372 | 4,734 | 1.65% | 1.63% | 413 | +1,079 | 0.56% | Q4 2025 | Jan 09, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 174,493 | 4,695 | 1.48% | 1.66% | 414 | -3,094 | -1.74% | Q4 2025 | Jan 08, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 173,800 | 4,676 | 1.21% | 1.26% | 415 | -7,679 | -4.23% | Q4 2025 | Jan 23, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 173,203 | 4,660 | 0.21% | 0.2% | 416 | -3,414 | -1.93% | Q4 2025 | Feb 17, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 171,950 | 4,627 | 3.21% | 3.39% | 417 | +1,172 | 0.69% | Q4 2025 | Jan 23, 2026 |
| Carr Financial Group Corp | History | Reduced | 170,881 | 4,598 | 1.22% | 1.27% | 418 | -4,625 | -2.64% | Q4 2025 | Jan 09, 2026 |
| Creekside Partners | History | Reduced | 170,371 | 4,584 | 1.94% | 2.15% | 419 | -14,887 | -8.04% | Q4 2025 | Feb 13, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 169,616 | 4,564 | 0.16% | 0.15% | 420 | +9,799 | 6.13% | Q4 2025 | Feb 12, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 169,446 | 4,559 | 1.34% | 1.52% | 421 | -2,986 | -1.73% | Q4 2025 | Feb 02, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 169,350 | 4,557 | 0.1% | 0.12% | 422 | -28,474 | -14.39% | Q4 2025 | Feb 04, 2026 |
| Asset Management Group, Inc. | History | Reduced | 169,019 | 4,548 | 0.74% | 0.75% | 423 | -5,031 | -2.89% | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 166,611 | 4,483 | 0.15% | 0.16% | 424 | -19 | -0.01% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 166,304 | 4,475 | 0.01% | 0.01% | 425 | +849 | 0.51% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 165,907 | 4,464 | 0.08% | 0.03% | 426 | +113,831 | 218.59% | Q4 2025 | Feb 06, 2026 |
| RMR Wealth Builders | History | Added to | 165,014 | 4,440 | 0.36% | 0.36% | 427 | +358 | 0.22% | Q4 2025 | Jan 29, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 164,881 | 4,436 | 3.02% | 3.06% | 428 | -3,436 | -2.04% | Q4 2025 | Feb 02, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 164,561 | 4,428 | 0.17% | 0.16% | 429 | +1,175 | 0.72% | Q4 2025 | Feb 04, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 163,460 | 4,398 | 1.89% | 2.0% | 430 | -4,272 | -2.55% | Q4 2025 | Jan 26, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 163,335 | 4,395 | 2.35% | 2.41% | 431 | -1,634 | -0.99% | Q4 2025 | Feb 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 162,412 | 4,370 | 0.05% | 0.04% | 432 | +21,383 | 15.16% | Q4 2025 | Feb 12, 2026 |
| Berkeley, Inc | History | Reduced | 162,225 | 4,365 | 1.39% | 1.69% | 433 | -37,794 | -18.9% | Q4 2025 | Jan 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 160,670 | 4,324 | 0.04% | 0.03% | 434 | +10,880 | 7.26% | Q4 2025 | Jan 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 158,784 | 4,272 | 0.08% | 0.11% | 435 | -69,631 | -30.48% | Q4 2025 | Feb 11, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 158,218 | 4,257 | 0.35% | 0.36% | 436 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 157,931 | 4,249 | 0.32% | 0.31% | 437 | +7,187 | 4.77% | Q4 2025 | Feb 04, 2026 |
| Values Added Financial LLC | History | Reduced | 157,718 | 4,244 | 1.79% | 1.86% | 438 | -839 | -0.53% | Q4 2025 | Jan 16, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 157,532 | 4,239 | 3.61% | 3.58% | 439 | -974 | -0.61% | Q4 2025 | Jan 14, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 156,674 | 4,216 | 0.97% | 1.1% | 440 | -19,796 | -11.22% | Q4 2025 | Feb 05, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 155,694 | 4,189 | 1.45% | 1.72% | 441 | -10,197 | -6.15% | Q4 2025 | Jan 08, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 152,147 | 4,158 | 0.13% | 0.14% | 442 | -991 | -0.65% | Q4 2025 | Jan 23, 2026 |
| Procyon Advisors, LLC | History | Reduced | 154,435 | 4,155 | 0.21% | 0.24% | 443 | -1,409 | -0.9% | Q4 2025 | Jan 07, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 153,777 | 4,138 | 2.0% | 1.94% | 444 | -2,639 | -1.69% | Q4 2025 | Feb 02, 2026 |
| WJ Financial Advisors LLC | History | Added to | 152,176 | 4,095 | 3.65% | 3.86% | 445 | +1,264 | 0.84% | Q4 2025 | Feb 02, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 152,173 | 4,094 | 0.14% | 0.15% | 446 | -318 | -0.21% | Q4 2025 | Feb 04, 2026 |
| Poehling Capital Management, INC. | History | No change | 151,707 | 4,082 | 0.84% | 0.84% | 447 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NewEdge Wealth, LLC | History | No change | 151,399 | 4,074 | 0.05% | 0.06% | 448 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GODSEY & GIBB, INC | History | Added to | 150,688 | 4,055 | 0.36% | 0.32% | 449 | +10,883 | 7.78% | Q4 2025 | Jan 27, 2026 |
| Maia Wealth LLC | History | Reduced | 150,988 | 4,054 | 0.69% | 0.74% | 450 | -11,825 | -7.26% | Q4 2025 | Feb 17, 2026 |
| ETF Store, Inc. | History | Added to | 146,022 | 3,929 | 4.01% | 4.07% | 451 | +172 | 0.12% | Q4 2025 | Jan 22, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 145,349 | 3,911 | 0.26% | 0.26% | 452 | +3 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 144,831 | 3,897 | 0.15% | 0.13% | 453 | +8,974 | 6.61% | Q4 2025 | Feb 02, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 144,753 | 3,895 | 0.67% | 0.67% | 454 | -1,950 | -1.33% | Q4 2025 | Jan 26, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 142,482 | 3,834 | 0.49% | 0.51% | 455 | -7,644 | -5.09% | Q4 2025 | Jan 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 141,719 | 3,813 | 0.12% | 0.14% | 456 | -21,259 | -13.04% | Q4 2025 | Jan 30, 2026 |
| Cornerstone Financial Management LLC | History | New | 141,622 | 3,811 | 3.58% | — | 457 | +141,622 | New | Q4 2025 | Feb 13, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 141,270 | 3,801 | 2.15% | 2.16% | 458 | +11,085 | 8.51% | Q4 2025 | Feb 03, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 140,721 | 3,787 | 0.01% | 0.01% | 459 | +20,325 | 16.88% | Q4 2025 | Feb 11, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 140,514 | 3,781 | 0.69% | 0.67% | 460 | -3,681 | -2.55% | Q4 2025 | Jan 14, 2026 |
| Payne Capital LLC | History | Added to | 139,632 | 3,757 | 3.83% | 2.95% | 461 | +29,283 | 26.54% | Q4 2025 | Jan 20, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 138,362 | 3,723 | 0.06% | 0.05% | 462 | -763 | -0.55% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Added to | 137,349 | 3,696 | 0.02% | 0.02% | 463 | +5,205 | 3.94% | Q4 2025 | Feb 13, 2026 |
| RCW Management, LLC | History | New | 137,219 | 3,692 | 3.73% | — | 464 | +137,219 | New | Q4 2025 | Jan 30, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 136,750 | 3,679 | 2.57% | 2.76% | 465 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 136,460 | 3,672 | 2.29% | — | 466 | +136,460 | New | Q4 2025 | Feb 04, 2026 |
| Elser Financial Planning, Inc | History | Reduced | 135,471 | 3,645 | 2.64% | 4.34% | 467 | -371 | -0.27% | Q4 2025 | Jan 15, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 134,880 | 3,629 | 0.61% | 0.6% | 468 | -15 | -0.01% | Q4 2025 | Jan 23, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 134,459 | 3,618 | 1.12% | 1.15% | 469 | -1,971 | -1.44% | Q4 2025 | Feb 12, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 134,031 | 3,606 | 0.78% | 0.86% | 470 | -6,280 | -4.48% | Q4 2025 | Jan 20, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 133,988 | 3,605 | 0.79% | — | 471 | +133,988 | New | Q4 2025 | Feb 18, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 133,392 | 3,589 | 0.88% | 0.91% | 472 | -715 | -0.53% | Q4 2025 | Feb 17, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 133,333 | 3,587 | 0.88% | 0.98% | 473 | -518 | -0.39% | Q4 2025 | Jan 29, 2026 |
| Indivisible Partners | History | New | 132,924 | 3,576 | 0.39% | — | 474 | +132,924 | New | Q4 2025 | Feb 03, 2026 |
| Authentikos Wealth Advisory, LLC | History | New | 132,790 | 3,573 | 2.36% | — | 475 | +132,790 | New | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 132,272 | 3,559 | 0.13% | 0.05% | 477 | +105,338 | 391.1% | Q4 2025 | Feb 04, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 132,261 | 3,559 | 0.29% | 0.29% | 476 | -1,023 | -0.77% | Q4 2025 | Feb 06, 2026 |
| Wealth Group Ltd | History | Added to | 131,666 | 3,543 | 0.79% | 0.8% | 478 | +542 | 0.41% | Q4 2025 | Jan 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 130,713 | 3,517 | 0.23% | 0.23% | 479 | +1,220 | 0.94% | Q4 2025 | Jan 20, 2026 |
| VERITY Wealth Advisors | History | Reduced | 130,613 | 3,514 | 2.18% | 2.17% | 480 | -27 | -0.02% | Q4 2025 | Jan 07, 2026 |
| Wedmont Private Capital | History | Reduced | 128,614 | 3,503 | 0.12% | 0.14% | 481 | -18,349 | -12.49% | Q4 2025 | Jan 08, 2026 |
| EWA, LLC | History | Added to | 129,447 | 3,483 | 0.85% | 0.07% | 482 | +119,560 | 1209.26% | Q4 2025 | Feb 03, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 127,718 | 3,436 | 0.05% | 0.05% | 483 | +2,430 | 1.94% | Q4 2025 | Jan 22, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 127,650 | 3,435 | 0.03% | 0.0% | 484 | +127,598 | 245380.77% | Q4 2025 | Jan 14, 2026 |
| Ocean Park Asset Management, LLC | History | New | 127,622 | 3,434 | 0.16% | — | 485 | +127,622 | New | Q4 2025 | Jan 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 126,942 | 3,416 | 0.01% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Flower City Capital | History | Added to | 126,843 | 3,413 | 1.74% | 1.65% | 488 | +10,360 | 8.89% | Q4 2025 | Jan 22, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 126,835 | 3,413 | 0.46% | 0.47% | 487 | -3,502 | -2.69% | Q4 2025 | Jan 30, 2026 |
| Seros Financial, LLC | History | Added to | 126,019 | 3,391 | 1.99% | 1.42% | 489 | +37,154 | 41.81% | Q4 2025 | Feb 06, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 125,690 | 3,382 | 2.26% | 2.25% | 490 | -1,190 | -0.94% | Q4 2025 | Feb 13, 2026 |
| Roundview Capital LLC | History | Reduced | 125,552 | 3,378 | 0.21% | 0.21% | 491 | -1,432 | -1.13% | Q4 2025 | Feb 09, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 124,235 | 3,343 | 0.16% | 0.16% | 492 | +1,825 | 1.49% | Q4 2025 | Feb 10, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 123,284 | 3,317 | 0.01% | 0.01% | 493 | +592 | 0.48% | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 122,945 | 3,308 | 0.15% | 0.16% | 494 | +5,831 | 4.98% | Q4 2025 | Feb 05, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 122,697 | 3,301 | 0.05% | 0.05% | 495 | -788 | -0.64% | Q4 2025 | Jan 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 119,387 | 3,264 | 0.07% | 0.05% | 496 | +29,628 | 33.01% | Q4 2025 | Jan 26, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 121,291 | 3,263 | 0.05% | 0.02% | 497 | +77,400 | 176.35% | Q4 2025 | Jan 13, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 120,844 | 3,251 | 0.99% | 1.04% | 498 | +336 | 0.28% | Q4 2025 | Jan 26, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 120,346 | 3,239 | 0.86% | 0.63% | 499 | +27,960 | 30.26% | Q4 2025 | Feb 09, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 119,175 | 3,207 | 0.07% | 0.08% | 500 | +1,411 | 1.2% | Q4 2025 | Feb 02, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 117,203 | 3,153 | 0.02% | — | 501 | +117,203 | New | Q4 2025 | Feb 17, 2026 |
| Hurley Capital, LLC | History | Reduced | 115,149 | 3,098 | 1.73% | 1.74% | 502 | -2,200 | -1.87% | Q4 2025 | Feb 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 114,849 | 3,090 | 0.04% | 0.04% | 503 | -1,756 | -1.51% | Q4 2025 | Feb 05, 2026 |
| Brucke Financial, Inc. | History | Added to | 114,734 | 3,087 | 1.69% | 1.76% | 504 | +3,448 | 3.1% | Q4 2025 | Jan 12, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 114,080 | 3,069 | 0.21% | 0.22% | 505 | -2,590 | -2.22% | Q4 2025 | Jan 13, 2026 |
| Next Capital Management LLC | History | Reduced | 113,652 | 3,058 | 0.98% | 1.01% | 506 | -1,759 | -1.52% | Q4 2025 | Feb 11, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 113,351 | 3,050 | 1.44% | 1.47% | 507 | -2,998 | -2.58% | Q4 2025 | Feb 13, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 112,662 | 3,031 | 5.03% | 3.99% | 508 | -294 | -0.26% | Q4 2025 | Feb 09, 2026 |
| Midwest Trust Co | History | Reduced | 112,402 | 3,024 | 0.04% | 0.04% | 509 | -145 | -0.13% | Q4 2025 | Feb 04, 2026 |
| JM2 Capital Inc. | History | New | 112,118 | 3,017 | 2.43% | — | 510 | +112,118 | New | Q4 2025 | Jan 23, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 111,561 | 3,002 | 0.25% | 0.29% | 511 | -16,838 | -13.11% | Q4 2025 | Jan 27, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 111,485 | 3,000 | 0.33% | 0.38% | 512 | -11,146 | -9.09% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 110,184 | 2,965 | 0.09% | 0.09% | 513 | -1,561 | -1.4% | Q4 2025 | Jan 06, 2026 |
| WealthShield Partners, LLC | History | Reduced | 110,022 | 2,965 | 0.33% | 0.33% | 514 | -958 | -0.86% | Q4 2025 | Feb 03, 2026 |
| Brookstone Capital Management | History | Added to | 108,943 | 2,931 | 0.03% | 0.03% | 515 | +16,424 | 17.75% | Q4 2025 | Jan 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 107,705 | 2,898 | 0.04% | 0.04% | 516 | -1,294 | -1.19% | Q4 2025 | Feb 09, 2026 |
| Apella Capital, LLC | History | Added to | 106,932 | 2,877 | 0.06% | 0.05% | 517 | +18,499 | 20.92% | Q4 2025 | Jan 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 106,837 | 2,874 | 0.0% | 0.0% | 518 | +65,137 | 156.2% | Q4 2025 | Feb 17, 2026 |
| Zhang Financial LLC | History | Added to | 105,883 | 2,849 | 0.11% | 0.11% | 519 | +4,197 | 4.13% | Q4 2025 | Feb 10, 2026 |
| Bawa N Mallick Trust | History | No change | 105,900 | 2,849 | 1.06% | 1.06% | 520 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Front Row Advisors LLC | History | Reduced | 105,626 | 2,842 | 0.95% | 0.95% | 521 | -1,772 | -1.65% | Q4 2025 | Feb 12, 2026 |
| Westmount Partners, LLC | History | Added to | 105,342 | 2,834 | 0.71% | 0.72% | 522 | +1 | 0.0% | Q4 2025 | Jan 15, 2026 |
| First Growth Capital LLC | History | New | 103,820 | 2,833 | 2.51% | — | 524 | +103,820 | New | Q4 2025 | Feb 19, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 105,304 | 2,833 | 0.58% | 0.59% | 523 | -1,713 | -1.6% | Q4 2025 | Feb 03, 2026 |
| Aureum Wealth Management, LLC | History | New | 104,926 | 2,823 | 2.62% | — | 525 | +104,926 | New | Q4 2025 | Jan 28, 2026 |
| Larson Financial Group LLC | History | Reduced | 102,494 | 2,758 | 0.09% | 0.1% | 526 | -4,184 | -3.92% | Q4 2025 | Feb 06, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 102,430 | 2,756 | 0.39% | 0.4% | 527 | +2,573 | 2.58% | Q4 2025 | Jan 27, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 102,095 | 2,747 | 0.99% | 1.06% | 528 | -4,603 | -4.31% | Q4 2025 | Jan 28, 2026 |
| Phocas Financial Corp. | History | Reduced | 101,124 | 2,721 | 0.35% | 0.35% | 529 | -957 | -0.94% | Q4 2025 | Jan 26, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 100,943 | 2,716 | 0.17% | 0.17% | 530 | -290 | -0.29% | Q4 2025 | Feb 06, 2026 |
| GuidedMoney, LLC | History | New | 100,630 | 2,707 | 1.45% | — | 531 | +100,630 | New | Q4 2025 | Feb 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 99,858 | 2,687 | 0.14% | 0.13% | 532 | +15,386 | 18.21% | Q4 2025 | Jan 20, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 99,499 | 2,677 | 1.09% | 0.47% | 533 | +33,769 | 51.38% | Q4 2025 | Feb 11, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 98,484 | 2,656 | 1.03% | 1.11% | 534 | -190 | -0.19% | Q4 2025 | Jan 21, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 98,215 | 2,642 | 1.13% | 1.22% | 535 | +2 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 98,113 | 2,640 | 0.15% | 0.14% | 536 | +6,186 | 6.73% | Q4 2025 | Jan 13, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 97,559 | 2,625 | 1.48% | 1.43% | 537 | +3,600 | 3.83% | Q4 2025 | Jan 26, 2026 |
| WLTH Capital Management, LLC | History | New | 97,040 | 2,608 | 2.02% | — | 538 | +97,040 | New | Q4 2025 | Feb 24, 2026 |
| SIGNATUREFD, LLC | History | Added to | 96,681 | 2,601 | 0.04% | 0.04% | 539 | +481 | 0.5% | Q4 2025 | Jan 20, 2026 |
| SouthState Bank Corp | History | Reduced | 96,526 | 2,597 | 0.12% | 0.13% | 540 | -13,369 | -12.17% | Q4 2025 | Feb 11, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 96,311 | 2,591 | 0.36% | 0.48% | 541 | -35,224 | -26.78% | Q4 2025 | Jan 26, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 95,549 | 2,571 | 2.2% | 2.28% | 542 | -1,256 | -1.3% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 95,075 | 2,558 | 0.04% | 0.04% | 543 | +13,295 | 16.26% | Q4 2025 | Jan 13, 2026 |
| Cooper Financial Group | History | Added to | 95,040 | 2,557 | 0.27% | 0.26% | 544 | +4,723 | 5.23% | Q4 2025 | Jan 08, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 93,978 | 2,528 | 0.51% | 0.5% | 545 | +1,577 | 1.71% | Q4 2025 | Feb 10, 2026 |
| Plancorp, LLC | History | Reduced | 93,843 | 2,525 | 0.08% | 0.08% | 546 | -400 | -0.42% | Q4 2025 | Feb 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 93,745 | 2,522 | 0.01% | 0.01% | 547 | +8,810 | 10.37% | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 93,031 | 2,503 | 0.6% | 0.61% | 548 | +2,901 | 3.22% | Q4 2025 | Jan 12, 2026 |
| Callan Family Office, LLC | History | No change | 93,000 | 2,502 | 0.05% | 0.08% | 549 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Reduced | 92,606 | 2,492 | 0.28% | 0.29% | 550 | -6,853 | -6.89% | Q4 2025 | Feb 03, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | Reduced | 92,208 | 2,481 | 2.83% | 2.79% | 551 | -4,348 | -4.5% | Q4 2025 | Feb 04, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 91,653 | 2,466 | 0.53% | 0.79% | 552 | +3,085 | 3.48% | Q4 2025 | Feb 12, 2026 |
| Daybright Advisory Services, Inc. | History | New | 91,553 | 2,463 | 0.66% | — | 553 | +91,553 | New | Q4 2025 | Feb 12, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 91,524 | 2,462 | 0.44% | 0.44% | 554 | -3,340 | -3.52% | Q4 2025 | Jan 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 91,302 | 2,456 | 0.11% | 0.11% | 555 | -2,100 | -2.25% | Q4 2025 | Feb 17, 2026 |
| Successful Portfolios LLC | History | Added to | 89,355 | 2,450 | 1.25% | 1.34% | 556 | +1,874 | 2.14% | Q4 2025 | Jan 23, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Reduced | 90,851 | 2,444 | 0.44% | 0.42% | 557 | -2,456 | -2.63% | Q4 2025 | Feb 10, 2026 |
| S.E.E.D. Planning Group LLC | History | Reduced | 90,228 | 2,428 | 0.69% | 0.7% | 558 | -802 | -0.88% | Q4 2025 | Jan 09, 2026 |
| Capital Advantage, Inc. | History | Added to | 90,062 | 2,423 | 0.33% | 0.36% | 559 | +35 | 0.04% | Q4 2025 | Jan 07, 2026 |
| RIA Advisory Group LLC | History | Reduced | 89,641 | 2,412 | 0.58% | 0.61% | 560 | -226 | -0.25% | Q4 2025 | Feb 02, 2026 |
| Sun Financial Inc | History | New | 89,459 | 2,407 | 1.34% | — | 561 | +89,459 | New | Q4 2025 | Feb 02, 2026 |
| Maridea Wealth Management LLC | History | New | 89,053 | 2,396 | 0.36% | — | 562 | +89,053 | New | Q4 2025 | Jan 08, 2026 |
| Coastline Complete Wealth LLC | History | New | 88,735 | 2,387 | 1.5% | — | 563 | +88,735 | New | Q4 2025 | Feb 24, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 88,562 | 2,383 | 0.24% | 0.25% | 564 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 86,855 | 2,337 | 0.03% | 0.03% | 565 | -5,806 | -6.27% | Q4 2025 | Feb 02, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 86,826 | 2,336 | 0.27% | 0.28% | 566 | +500 | 0.58% | Q4 2025 | Jan 29, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 86,553 | 2,329 | 0.48% | 0.58% | 567 | -18,872 | -17.9% | Q4 2025 | Jan 27, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 86,249 | 2,320 | 0.79% | 0.9% | 568 | -13,949 | -13.92% | Q4 2025 | Jan 27, 2026 |
| DAVIDSON TRUST CO | History | No change | 85,608 | 2,303 | 0.96% | 0.93% | 569 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| American Investment Services, Inc. | History | Reduced | 85,578 | 2,302 | 0.53% | 0.55% | 570 | -682 | -0.79% | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 85,273 | 2,294 | 0.15% | 0.16% | 571 | -6,135 | -6.71% | Q4 2025 | Feb 18, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 85,265 | 2,294 | 0.04% | 0.05% | 572 | +455 | 0.54% | Q4 2025 | Feb 06, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 84,968 | 2,286 | 1.15% | 1.22% | 573 | -693 | -0.81% | Q4 2025 | Feb 06, 2026 |
| Verum Partners LLC | History | Reduced | 84,923 | 2,285 | 0.46% | 0.51% | 574 | -5,864 | -6.46% | Q4 2025 | Jan 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 84,691 | 2,279 | 0.14% | 0.14% | 575 | +7,274 | 9.4% | Q4 2025 | Feb 06, 2026 |
| OUTFITTERS FINANCIAL LLC | History | Reduced | 84,650 | 2,277 | 1.79% | 1.87% | 576 | -3,230 | -3.68% | Q4 2025 | Jan 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 84,589 | 2,276 | 0.01% | 0.01% | 577 | -4,283 | -4.82% | Q4 2025 | Feb 11, 2026 |
| Bull Oak Capital, LLC | History | Reduced | 84,512 | 2,274 | 0.93% | 0.95% | 578 | -125 | -0.15% | Q4 2025 | Feb 02, 2026 |
| RHS Financial, LLC | History | Reduced | 83,033 | 2,234 | 1.09% | 1.2% | 579 | -4,556 | -5.2% | Q4 2025 | Jan 16, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 82,997 | 2,233 | 0.61% | 0.51% | 580 | +16,366 | 24.56% | Q4 2025 | Jan 26, 2026 |
| Worth Asset Management, LLC | History | Reduced | 82,377 | 2,216 | 0.94% | 1.07% | 581 | -7,946 | -8.8% | Q4 2025 | Jan 14, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 81,736 | 2,199 | 0.34% | 0.36% | 582 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wynn Capital, LLC | History | No change | 81,015 | 2,180 | 1.06% | 1.04% | 583 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 80,604 | 2,169 | 0.24% | 0.25% | 584 | -1,334 | -1.63% | Q4 2025 | Jan 14, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 79,794 | 2,147 | 0.46% | 0.46% | 585 | +26 | 0.03% | Q4 2025 | Feb 10, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 79,710 | 2,145 | 0.36% | 0.35% | 586 | -250 | -0.31% | Q4 2025 | Jan 22, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 79,585 | 2,141 | 1.66% | 1.75% | 587 | -5,779 | -6.77% | Q4 2025 | Feb 10, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 79,467 | 2,138 | 1.04% | 1.04% | 588 | -52 | -0.07% | Q4 2025 | Feb 19, 2026 |
| IF Advisors, LLC | History | New | 79,415 | 2,137 | 1.74% | — | 589 | +79,415 | New | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 79,349 | 2,135 | 0.03% | 0.04% | 590 | -3,708 | -4.46% | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 78,865 | 2,122 | 1.76% | 2.11% | 591 | +685 | 0.88% | Q4 2025 | Feb 10, 2026 |
| Aspen Investment Management Inc | History | Added to | 78,497 | 2,112 | 0.64% | 0.78% | 592 | +2,193 | 2.87% | Q4 2025 | Feb 06, 2026 |
| Elgethun Capital Management | History | Reduced | 78,465 | 2,111 | 0.36% | 0.41% | 593 | -6,734 | -7.9% | Q4 2025 | Feb 10, 2026 |
| American Financial Advisors, LLC | History | Added to | 78,292 | 2,106 | 0.27% | 0.25% | 594 | +4,609 | 6.26% | Q4 2025 | Feb 03, 2026 |
| Wiser Advisor Group LLC | History | Added to | 77,435 | 2,083 | 2.38% | 2.46% | 595 | +2,292 | 3.05% | Q4 2025 | Feb 09, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 77,364 | 2,081 | 0.16% | 0.16% | 596 | -370 | -0.48% | Q4 2025 | Jan 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 77,149 | 2,076 | 0.01% | 0.01% | 597 | +16,505 | 27.22% | Q4 2025 | Jan 30, 2026 |
| Main Street Group, LTD | History | Reduced | 76,722 | 2,064 | 0.71% | 0.59% | 598 | -30 | -0.04% | Q4 2025 | Jan 26, 2026 |
| Cross Staff Investments Inc | History | Added to | 76,533 | 2,059 | 1.13% | 1.4% | 599 | +226 | 0.3% | Q4 2025 | Feb 27, 2026 |
| 93 Financial Group, LLC | History | New | 76,464 | 2,057 | 0.9% | — | 601 | +76,464 | New | Q4 2025 | Feb 20, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 76,443 | 2,057 | 0.09% | 0.1% | 600 | -3,341 | -4.19% | Q4 2025 | Jan 29, 2026 |
| Victrix Investment Advisors | History | New | 76,197 | 2,050 | 0.79% | — | 602 | +76,197 | New | Q4 2025 | Feb 11, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 75,146 | 2,022 | 0.89% | 0.91% | 603 | -3,896 | -4.93% | Q4 2025 | Feb 17, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 75,142 | 2,022 | 0.82% | 0.84% | 604 | -1,319 | -1.73% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 74,071 | 1,993 | 0.0% | 0.0% | 605 | +13,037 | 21.36% | Q4 2025 | Feb 13, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 73,943 | 1,989 | 0.31% | 0.33% | 606 | -4,526 | -5.77% | Q4 2025 | Jan 23, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 73,782 | 1,985 | 0.05% | 0.06% | 607 | -3,811 | -4.91% | Q4 2025 | Jan 28, 2026 |
| Garde Capital, Inc. | History | Reduced | 73,714 | 1,983 | 0.12% | 0.1% | 608 | -1,356 | -1.81% | Q4 2025 | Feb 10, 2026 |
| Foster Group, Inc. | History | Added to | 73,394 | 1,975 | 0.06% | 0.06% | 609 | +3,272 | 4.67% | Q4 2025 | Jan 12, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 72,890 | 1,961 | 0.18% | 0.2% | 610 | -1,867 | -2.5% | Q4 2025 | Jan 07, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 72,789 | 1,958 | 0.09% | 0.1% | 611 | -319 | -0.44% | Q4 2025 | Jan 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 72,425 | 1,948 | 0.11% | 0.11% | 612 | -1,088 | -1.48% | Q4 2025 | Jan 14, 2026 |
| Oldfather Financial Services, LLC | History | Added to | 72,170 | 1,942 | 0.58% | 0.58% | 613 | +1,965 | 2.8% | Q4 2025 | Jan 16, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 72,018 | 1,938 | 0.2% | 0.2% | 614 | +11 | 0.02% | Q4 2025 | Feb 12, 2026 |
| RHL GROUP, LLC | History | New | 72,013 | 1,937 | 1.56% | — | 615 | +72,013 | New | Q4 2025 | Feb 09, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 71,447 | 1,922 | 0.59% | 0.55% | 616 | +3,135 | 4.59% | Q4 2025 | Feb 04, 2026 |
| HUB Investment Partners, LLC | History | Added to | 71,067 | 1,912 | 0.05% | 0.05% | 617 | +11,711 | 19.73% | Q4 2025 | Feb 17, 2026 |
| AlTi Global, Inc. | History | Added to | 70,153 | 1,887 | 0.04% | 0.04% | 618 | +195 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 70,113 | 1,886 | 0.18% | 0.18% | 620 | -937 | -1.32% | Q4 2025 | Jan 29, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 70,093 | 1,886 | 0.12% | 0.12% | 619 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 67,828 | 1,875 | 0.01% | 0.01% | 621 | +4,707 | 7.46% | Q4 2025 | Feb 17, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 69,688 | 1,875 | 0.06% | 0.06% | 622 | -330 | -0.47% | Q4 2025 | Jan 23, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 69,569 | 1,872 | 0.21% | 0.22% | 623 | -137 | -0.2% | Q4 2025 | Feb 17, 2026 |
| FineMark National Bank & Trust | History | Reduced | 69,438 | 1,868 | 0.06% | 0.06% | 624 | -3,300 | -4.54% | Q4 2025 | Feb 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 69,141 | 1,860 | 0.04% | 0.04% | 625 | -2,347 | -3.28% | Q4 2025 | Feb 12, 2026 |
| Integrity Investment Advisors, LLC | History | New | 69,017 | 1,857 | 1.02% | — | 626 | +69,017 | New | Q4 2025 | Feb 13, 2026 |
| Evanson Asset Management, LLC | History | Added to | 68,660 | 1,847 | 0.1% | 0.1% | 628 | +1,959 | 2.94% | Q4 2025 | Jan 12, 2026 |
| AMG National Trust Bank | History | Added to | 68,669 | 1,847 | 0.04% | 0.04% | 627 | +1,058 | 1.56% | Q4 2025 | Jan 30, 2026 |
| Avant Capital LLC | History | Added to | 68,433 | 1,841 | 1.26% | 1.27% | 629 | +109 | 0.16% | Q4 2025 | Feb 13, 2026 |
| Warwick Investment Management, Inc. | History | No change | 67,668 | 1,820 | 0.28% | 0.31% | 630 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 67,623 | 1,819 | 0.17% | 0.17% | 631 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 66,644 | 1,793 | 0.22% | 0.22% | 632 | -1,278 | -1.88% | Q4 2025 | Jan 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 66,475 | 1,788 | 0.12% | 0.12% | 633 | -2,475 | -3.59% | Q4 2025 | Jan 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 66,187 | 1,781 | 0.11% | 0.12% | 634 | -7,180 | -9.79% | Q4 2025 | Feb 10, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 66,166 | 1,780 | 0.24% | 0.24% | 635 | -153 | -0.23% | Q4 2025 | Jan 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 66,135 | 1,779 | 0.07% | 0.08% | 636 | -8,356 | -11.22% | Q4 2025 | Feb 06, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 66,088 | 1,778 | 1.0% | 1.01% | 637 | +86 | 0.13% | Q4 2025 | Jan 14, 2026 |
| Seneca House Advisors | History | Added to | 65,710 | 1,768 | 0.66% | 0.61% | 638 | +8,597 | 15.05% | Q4 2025 | Feb 17, 2026 |
| WIN ADVISORS, INC | History | Reduced | 65,546 | 1,763 | 0.75% | 1.32% | 639 | -37,336 | -36.29% | Q4 2025 | Feb 04, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 65,365 | 1,758 | 0.0% | 0.0% | 640 | -5,031 | -7.15% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 64,718 | 1,742 | 0.05% | 0.05% | 641 | +1,309 | 2.06% | Q4 2025 | Feb 02, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 64,723 | 1,741 | 0.25% | 0.24% | 642 | +1,253 | 1.97% | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 64,666 | 1,740 | 0.01% | 0.0% | 643 | +44,377 | 218.72% | Q4 2025 | Feb 02, 2026 |
| Northwest Bancshares, Inc. | History | No change | 64,053 | 1,723 | 0.33% | 0.28% | 644 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Burk Holdings LLC | History | Reduced | 63,814 | 1,717 | 0.82% | 0.91% | 645 | -668 | -1.04% | Q4 2025 | Feb 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 63,570 | 1,711 | 0.19% | 0.19% | 646 | -114 | -0.18% | Q4 2025 | Jan 21, 2026 |
| Womack Financial LLC | History | Added to | 63,393 | 1,705 | 1.26% | 0.97% | 647 | +14,791 | 30.43% | Q4 2025 | Feb 10, 2026 |
| Ironwood Financial, llc | History | Reduced | 61,547 | 1,690 | 0.29% | 0.3% | 648 | -2,293 | -3.59% | Q4 2025 | Jan 15, 2026 |
| Human Investing LLC | History | Reduced | 62,767 | 1,689 | 0.24% | 0.25% | 649 | -1,578 | -2.45% | Q4 2025 | Jan 27, 2026 |
| VANGUARD GROUP INC | History | Added to | 62,486 | 1,681 | 0.0% | 0.0% | 650 | +18,168 | 40.99% | Q4 2025 | Jan 29, 2026 |
| Weaver Capital Management LLC | History | Reduced | 62,431 | 1,680 | 0.35% | 0.39% | 651 | -5,110 | -7.57% | Q4 2025 | Jan 22, 2026 |
| Passive Capital Management, LLC. | History | Added to | 62,330 | 1,677 | 0.52% | 0.51% | 652 | +3,164 | 5.35% | Q4 2025 | Feb 05, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 62,185 | 1,673 | 0.0% | 0.01% | 653 | -34,731 | -35.84% | Q4 2025 | Feb 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 62,071 | 1,670 | 0.35% | 0.36% | 654 | +259 | 0.42% | Q4 2025 | Feb 10, 2026 |
| IFG Advisory, LLC | History | Added to | 61,974 | 1,667 | 0.07% | 0.07% | 655 | +1,356 | 2.24% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 61,858 | 1,664 | 0.03% | 0.03% | 656 | -1,791 | -2.81% | Q4 2025 | Feb 04, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 61,753 | 1,661 | 0.16% | 0.15% | 657 | +3,292 | 5.63% | Q4 2025 | Feb 17, 2026 |
| Millennium Capital Advisors, LLC | History | Reduced | 61,504 | 1,655 | 0.98% | 0.99% | 658 | -442 | -0.71% | Q4 2025 | Feb 05, 2026 |
| Family Manage LLC | History | Reduced | 61,278 | 1,648 | 0.21% | 0.22% | 659 | -401 | -0.65% | Q4 2025 | Feb 17, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 61,024 | 1,642 | 0.23% | 0.24% | 660 | -1,326 | -2.13% | Q4 2025 | Jan 23, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 60,990 | 1,641 | 0.17% | 0.13% | 662 | +2,340 | 3.99% | Q4 2025 | Jan 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 60,276 | 1,641 | 0.17% | 0.18% | 661 | -2,052 | -3.29% | Q4 2025 | Jan 12, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 60,773 | 1,635 | 0.63% | — | 663 | +60,773 | New | Q4 2025 | Feb 06, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 60,747 | 1,634 | 0.58% | 0.59% | 664 | -2,005 | -3.2% | Q4 2025 | Jan 21, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 60,657 | 1,634 | 0.76% | 0.8% | 665 | -890 | -1.45% | Q4 2025 | Jan 22, 2026 |
| CWC Advisors, LLC. | History | Reduced | 60,624 | 1,631 | 0.79% | 0.78% | 666 | -222 | -0.36% | Q4 2025 | Jan 26, 2026 |
| Jefferies Financial Group Inc. | History | No change | 60,288 | 1,622 | 0.01% | 0.01% | 667 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Capital Management Associates, Inc | History | Reduced | 60,088 | 1,616 | 0.36% | 0.52% | 668 | -12,728 | -17.48% | Q4 2025 | Jan 21, 2026 |
| Virtue Capital Management, LLC | History | Added to | 58,891 | 1,588 | 0.24% | 0.14% | 669 | +49,997 | 562.14% | Q4 2025 | Feb 18, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 58,944 | 1,586 | 0.12% | — | 670 | +58,944 | New | Q4 2025 | Feb 09, 2026 |
| Evolution Advisers, Inc. | History | Added to | 58,899 | 1,584 | 0.69% | 0.66% | 671 | +3,126 | 5.6% | Q4 2025 | Jan 23, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 58,664 | 1,578 | 0.08% | 0.08% | 672 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Heritage Trust Co | History | Reduced | 58,489 | 1,573 | 0.16% | 0.21% | 673 | -16,229 | -21.72% | Q4 2025 | Feb 10, 2026 |
| Aull & Monroe Investment Management Corp | History | Added to | 58,250 | 1,567 | 0.79% | 0.76% | 674 | +1,636 | 2.89% | Q4 2025 | Jan 09, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 58,060 | 1,562 | 0.03% | 0.03% | 675 | -760 | -1.29% | Q4 2025 | Jan 28, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 57,752 | 1,554 | 0.4% | 0.41% | 676 | -2,209 | -3.68% | Q4 2025 | Jan 22, 2026 |
| Trust Point Inc. | History | Added to | 57,413 | 1,544 | 0.12% | 0.11% | 677 | +4,843 | 9.21% | Q4 2025 | Jan 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 57,177 | 1,538 | 0.01% | — | 678 | +57,177 | New | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 57,142 | 1,537 | 0.02% | 0.02% | 679 | +2,425 | 4.43% | Q4 2025 | Feb 09, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 56,768 | 1,527 | 0.2% | 0.27% | 680 | -19,574 | -25.64% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 56,616 | 1,523 | 0.16% | 0.18% | 681 | -2,220 | -3.77% | Q4 2025 | Feb 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 56,430 | 1,518 | 0.23% | 0.07% | 682 | +43,725 | 344.16% | Q4 2025 | Feb 03, 2026 |
| Fortitude Advisory Group L.L.C. | History | Added to | 56,305 | 1,515 | 0.64% | 0.77% | 683 | +1,825 | 3.35% | Q4 2025 | Feb 13, 2026 |
| GenWealth Group, Inc. | History | Reduced | 55,343 | 1,513 | 0.26% | 0.28% | 684 | -1,728 | -3.03% | Q4 2025 | Jan 12, 2026 |
| Breakwater Investment Management | History | Reduced | 55,893 | 1,504 | 0.54% | 0.59% | 685 | -4,428 | -7.34% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 55,792 | 1,501 | 0.02% | 0.01% | 687 | +24,575 | 78.72% | Q4 2025 | Feb 11, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 55,793 | 1,501 | 0.12% | 0.13% | 686 | -755 | -1.34% | Q4 2025 | Jan 23, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 55,550 | 1,494 | 0.82% | 0.86% | 688 | -1,032 | -1.82% | Q4 2025 | Jan 12, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 55,499 | 1,493 | 0.05% | 0.05% | 689 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 54,315 | 1,473 | 0.39% | 0.58% | 690 | -9,265 | -14.57% | Q4 2025 | Jan 27, 2026 |
| Texas Yale Capital Corp. | History | Added to | 54,719 | 1,472 | 0.04% | 0.05% | 691 | +64 | 0.12% | Q4 2025 | Feb 10, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 54,524 | 1,467 | 0.4% | 0.43% | 692 | -2,484 | -4.36% | Q4 2025 | Jan 27, 2026 |
| KLCM Advisors, Inc. | History | New | 54,107 | 1,456 | 0.13% | — | 693 | +54,107 | New | Q4 2025 | Feb 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 53,684 | 1,455 | 0.06% | 0.07% | 694 | +9,437 | 21.33% | Q4 2025 | Feb 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 52,773 | 1,447 | 0.03% | 0.03% | 695 | +2,257 | 4.47% | Q4 2025 | Jan 29, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 53,609 | 1,442 | 1.25% | — | 696 | +53,609 | New | Q4 2025 | Feb 10, 2026 |
| HOWE & RUSLING INC | History | Added to | 53,284 | 1,433 | 0.09% | 0.08% | 697 | +9,039 | 20.43% | Q4 2025 | Feb 17, 2026 |
| CGN Advisors LLC | History | Reduced | 52,837 | 1,421 | 0.11% | 0.13% | 698 | -5,415 | -9.3% | Q4 2025 | Jan 05, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 52,413 | 1,410 | 0.11% | 0.12% | 699 | +32 | 0.06% | Q4 2025 | Feb 04, 2026 |
| Vanguard Capital Wealth Advisors | History | Reduced | 52,136 | 1,402 | 1.12% | 1.14% | 700 | -1,978 | -3.66% | Q4 2025 | Jan 16, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 51,526 | 1,386 | 0.03% | 0.04% | 701 | -7,879 | -13.26% | Q4 2025 | Feb 13, 2026 |
| SLT Holdings LLC | History | No change | 51,254 | 1,379 | 0.89% | 0.87% | 702 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Compound Planning, Inc. | History | Added to | 50,919 | 1,370 | 0.04% | 0.03% | 703 | +11,398 | 28.84% | Q4 2025 | Feb 19, 2026 |
| Veery Capital, LLC | History | Reduced | 50,193 | 1,350 | 0.41% | 0.42% | 704 | -533 | -1.05% | Q4 2025 | Jan 27, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 50,068 | 1,347 | 0.67% | 0.72% | 705 | +150 | 0.3% | Q4 2025 | Feb 11, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 49,925 | 1,343 | 0.43% | 0.2% | 706 | +4,238 | 9.28% | Q4 2025 | Jan 27, 2026 |
| Edgestream Partners, L.P. | History | New | 49,847 | 1,341 | 0.04% | — | 707 | +49,847 | New | Q4 2025 | Feb 13, 2026 |
| Vernal Point Advisors, LLC | History | No change | 49,806 | 1,340 | 0.55% | 0.57% | 708 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clayton Financial Group LLC | History | Added to | 49,587 | 1,334 | 0.68% | 0.37% | 709 | +30,112 | 154.62% | Q4 2025 | Jan 21, 2026 |
| Baird Financial Group, Inc. | History | Added to | 49,538 | 1,333 | 0.0% | 0.0% | 710 | +12,206 | 32.7% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 49,372 | 1,328 | 0.03% | 0.03% | 711 | +6 | 0.01% | Q4 2025 | Jan 27, 2026 |
| Ariadne Wealth Management, LP | History | No change | 49,482 | 1,328 | 0.55% | 0.59% | 712 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 49,201 | 1,324 | 0.1% | 0.09% | 713 | -470 | -0.95% | Q4 2025 | Jan 23, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 48,307 | 1,322 | 0.15% | 0.16% | 714 | -2,174 | -4.31% | Q4 2025 | Feb 13, 2026 |
| BFSG, LLC | History | Added to | 49,029 | 1,319 | 0.13% | 0.12% | 715 | +374 | 0.77% | Q4 2025 | Jan 22, 2026 |
| Flagship Capital Management Inc. | History | New | 49,006 | 1,318 | 0.93% | — | 716 | +49,006 | New | Q4 2025 | Jan 22, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Reduced | 48,580 | 1,307 | 0.24% | 0.24% | 717 | -221 | -0.45% | Q4 2025 | Feb 09, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 48,482 | 1,304 | 0.46% | 0.46% | 718 | -161 | -0.33% | Q4 2025 | Jan 23, 2026 |
| Balboa Wealth Partners | History | Added to | 48,444 | 1,303 | 0.22% | 0.12% | 719 | +23,116 | 91.27% | Q4 2025 | Jan 16, 2026 |
| Carnegie Investment Counsel | History | Added to | 48,404 | 1,302 | 0.02% | 0.02% | 720 | +11,294 | 30.43% | Q4 2025 | Jan 23, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 48,358 | 1,301 | 0.15% | 0.16% | 721 | -2,667 | -5.23% | Q4 2025 | Jan 27, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 47,977 | 1,291 | 0.48% | 0.49% | 722 | +132 | 0.28% | Q4 2025 | Jan 23, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 47,313 | 1,273 | 0.21% | 0.2% | 723 | +3,943 | 9.09% | Q4 2025 | Feb 10, 2026 |
| Amicus Financial Advisors, LLC | History | New | 46,856 | 1,260 | 0.35% | — | 724 | +46,856 | New | Q4 2025 | Mar 02, 2026 |
| Diversified Trust Co | History | No change | 46,788 | 1,259 | 0.02% | 0.02% | 725 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| COMERICA BANK | History | Reduced | 46,715 | 1,257 | 0.01% | 0.0% | 726 | -673 | -1.42% | Q4 2025 | Jan 29, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 46,315 | 1,246 | 0.81% | — | 727 | +46,315 | New | Q4 2025 | Apr 02, 2026 |
| Lynx Investment Advisory | History | Added to | 46,217 | 1,243 | 0.68% | 0.66% | 728 | +4,176 | 9.93% | Q4 2025 | Feb 05, 2026 |
| Cambridge Advisors Inc. | History | Added to | 46,083 | 1,240 | 0.24% | 0.2% | 729 | +7,679 | 20.0% | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 45,923 | 1,235 | 0.01% | 0.0% | 730 | +29,026 | 171.78% | Q4 2025 | Feb 09, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 45,640 | 1,228 | 0.1% | 0.1% | 731 | -938 | -2.01% | Q4 2025 | Feb 13, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 45,437 | 1,223 | 0.98% | 0.96% | 732 | -2,876 | -5.95% | Q4 2025 | Jan 08, 2026 |
| Crewe Advisors LLC | History | Reduced | 45,411 | 1,222 | 0.11% | 0.12% | 733 | -3,961 | -8.02% | Q4 2025 | Jan 16, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Added to | 45,378 | 1,221 | 0.78% | 0.79% | 734 | +58 | 0.13% | Q4 2025 | Jan 12, 2026 |
| Michels Family Financial, LLC | History | Reduced | 45,072 | 1,212 | 0.89% | 0.93% | 735 | -89 | -0.2% | Q4 2025 | Feb 19, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 44,790 | 1,205 | 0.16% | 0.17% | 736 | -1,273 | -2.76% | Q4 2025 | Jan 23, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 44,749 | 1,204 | 0.46% | 0.48% | 737 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 44,611 | 1,200 | 0.24% | 0.07% | 738 | +33,133 | 288.67% | Q4 2025 | Jan 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 44,577 | 1,199 | 0.14% | 0.14% | 739 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Signet Private Wealth LLC | History | New | 44,203 | 1,189 | 1.14% | — | 740 | +44,203 | New | Q4 2025 | Feb 11, 2026 |
| Everstar Asset Management, LLC | History | Added to | 44,065 | 1,185 | 0.64% | 0.66% | 741 | +3 | 0.01% | Q4 2025 | Feb 05, 2026 |
| Aurora Private Wealth, Inc. | History | New | 43,988 | 1,184 | 0.78% | — | 742 | +43,988 | New | Q4 2025 | Feb 02, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 43,918 | 1,183 | 1.0% | — | 743 | +43,918 | New | Q4 2025 | Jan 20, 2026 |
| Directional Asset Management | History | New | 43,700 | 1,175 | 1.03% | — | 744 | +43,700 | New | Q4 2025 | Jan 29, 2026 |
| Retirement Planning Group, LLC | History | Added to | 43,638 | 1,174 | 0.04% | 0.04% | 745 | +1,688 | 4.02% | Q4 2025 | Feb 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 43,015 | 1,166 | 0.08% | 0.17% | 746 | -41,247 | -48.95% | Q4 2025 | Jan 15, 2026 |
| Park Capital Management, LLC / WI | History | Added to | 43,350 | 1,166 | 0.83% | 0.82% | 748 | +4,322 | 11.07% | Q4 2025 | Jan 20, 2026 |
| ORG Partners LLC | History | Reduced | 43,332 | 1,166 | 0.21% | 0.21% | 747 | -900 | -2.03% | Q4 2025 | Jan 14, 2026 |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | History | Reduced | 43,354 | 1,166 | 1.05% | 1.0% | 749 | -614 | -1.4% | Q4 2025 | Feb 13, 2026 |
| SACHEM HILL LLC | History | Reduced | 43,184 | 1,162 | 0.23% | 0.23% | 750 | -188 | -0.43% | Q4 2025 | Feb 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 43,160 | 1,161 | 0.02% | 0.02% | 751 | +2,186 | 5.34% | Q4 2025 | Feb 03, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 29,221 | 1,158 | 0.56% | — | 752 | +29,221 | New | Q4 2025 | Jan 09, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 42,787 | 1,151 | 0.68% | 0.63% | 753 | +1,381 | 3.34% | Q4 2025 | Jan 21, 2026 |
| Compass Advisory Group LLC | History | Reduced | 42,759 | 1,150 | 0.31% | 0.32% | 754 | -175 | -0.41% | Q4 2025 | Jan 21, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 42,715 | 1,149 | 0.03% | 0.03% | 755 | -458 | -1.06% | Q4 2025 | Feb 05, 2026 |
| CDKV HOLDINGS LLC | History | New | 42,519 | 1,144 | 0.96% | — | 756 | +42,519 | New | Q4 2025 | Feb 17, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 42,443 | 1,142 | 0.54% | 0.62% | 757 | -1,636 | -3.71% | Q4 2025 | Jan 09, 2026 |
| Joule Financial, LLC | History | Reduced | 42,383 | 1,140 | 0.34% | 0.34% | 758 | -459 | -1.07% | Q4 2025 | Jan 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 42,245 | 1,136 | 0.03% | 0.24% | 759 | -285,415 | -87.11% | Q4 2025 | Feb 17, 2026 |
| Orcam Financial Group | History | Added to | 41,725 | 1,122 | 0.84% | 0.89% | 760 | +5 | 0.01% | Q4 2025 | Feb 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 41,613 | 1,119 | 0.0% | 0.0% | 761 | +4,590 | 12.4% | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 40,998 | 1,103 | 1.1% | — | 762 | +40,998 | New | Q4 2025 | Feb 19, 2026 |
| Noble Family Wealth, LLC | History | No change | 40,905 | 1,100 | 0.23% | 0.24% | 763 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Econ Financial Services Corp | History | Reduced | 40,720 | 1,095 | 0.55% | 0.56% | 764 | -1,740 | -4.1% | Q4 2025 | Jan 15, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 40,620 | 1,093 | 0.5% | — | 765 | +40,620 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 40,439 | 1,088 | 0.0% | 0.0% | 766 | +2,468 | 6.5% | Q4 2025 | Feb 11, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 40,348 | 1,085 | 0.46% | 0.47% | 767 | +252 | 0.63% | Q4 2025 | Feb 18, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 40,103 | 1,079 | 0.03% | 0.04% | 768 | -7,108 | -15.06% | Q4 2025 | Feb 02, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 40,092 | 1,078 | 0.14% | 0.14% | 770 | +855 | 2.18% | Q4 2025 | Jan 15, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 40,075 | 1,078 | 0.19% | 0.2% | 769 | -337 | -0.83% | Q4 2025 | Jan 09, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 39,806 | 1,071 | 0.24% | 0.27% | 771 | -432 | -1.07% | Q4 2025 | Jan 21, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 39,698 | 1,068 | 0.73% | 0.75% | 772 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 39,675 | 1,067 | 0.14% | 0.14% | 773 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 39,590 | 1,065 | 0.02% | 0.02% | 774 | +6,447 | 19.45% | Q4 2025 | Feb 13, 2026 |
| DRAVO BAY LLC | History | Reduced | 39,562 | 1,064 | 0.44% | 0.52% | 775 | -5,039 | -11.3% | Q4 2025 | Jan 27, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 39,510 | 1,063 | 0.67% | 0.79% | 776 | -8,260 | -17.29% | Q4 2025 | Jan 14, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 39,446 | 1,061 | 0.29% | 0.29% | 777 | -314 | -0.79% | Q4 2025 | Feb 04, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 39,292 | 1,057 | 0.45% | — | 778 | +39,292 | New | Q4 2025 | Feb 24, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Added to | 39,101 | 1,052 | 0.21% | 0.19% | 779 | +1,709 | 4.57% | Q4 2025 | Feb 10, 2026 |
| CURIO WEALTH, LLC | History | Added to | 38,322 | 1,044 | 0.37% | 0.4% | 780 | +1,637 | 4.46% | Q4 2025 | Feb 11, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 38,754 | 1,042 | 0.39% | 0.39% | 781 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 38,676 | 1,040 | 0.01% | 0.01% | 782 | +6,224 | 19.18% | Q4 2025 | Jan 29, 2026 |
| XML Financial, LLC | History | Added to | 38,652 | 1,040 | 0.08% | 0.07% | 783 | +3,824 | 10.98% | Q4 2025 | Feb 11, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 38,649 | 1,040 | 0.24% | 0.24% | 784 | -370 | -0.95% | Q4 2025 | Jan 16, 2026 |
| FARMERS TRUST CO | History | No change | 38,616 | 1,039 | 0.17% | 0.18% | 785 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 38,321 | 1,031 | 0.46% | 0.48% | 786 | -3,714 | -8.84% | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 38,243 | 1,029 | 0.05% | 0.05% | 787 | +10,093 | 35.85% | Q4 2025 | Feb 10, 2026 |
| Independent Advisor Alliance | History | Added to | 37,957 | 1,021 | 0.02% | 0.02% | 788 | +2,648 | 7.5% | Q4 2025 | Feb 04, 2026 |
| Argos Wealth Advisors, LLC | History | New | 37,796 | 1,017 | 0.27% | — | 789 | +37,796 | New | Q4 2025 | Feb 04, 2026 |
| StoneX Group Inc. | History | Reduced | 37,622 | 1,012 | 0.04% | 0.05% | 790 | -2,859 | -7.06% | Q4 2025 | Feb 12, 2026 |
| Evensky & Katz LLC | History | Reduced | 37,574 | 1,011 | 0.06% | 0.06% | 791 | -331 | -0.87% | Q4 2025 | Feb 05, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 37,466 | 1,008 | 0.04% | 0.03% | 792 | +10,488 | 38.88% | Q4 2025 | Jan 16, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 37,435 | 1,007 | 0.23% | 0.24% | 793 | -864 | -2.26% | Q4 2025 | Jan 15, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 37,283 | 1,003 | 0.01% | 0.0% | 794 | +15,945 | 74.73% | Q4 2025 | Feb 17, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 37,218 | 1,001 | 0.21% | 0.2% | 795 | +2,753 | 7.99% | Q4 2025 | Jan 26, 2026 |
| Sovran Advisors, LLC | History | Reduced | 36,550 | 1,000 | 0.08% | 0.1% | 796 | -7,611 | -17.23% | Q4 2025 | Jan 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 36,918 | 993 | 0.06% | 0.05% | 797 | +4,799 | 14.94% | Q4 2025 | Feb 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 36,843 | 991 | 0.03% | 0.03% | 798 | +2,925 | 8.62% | Q4 2025 | Jan 12, 2026 |
| XTX Topco Ltd | History | Added to | 36,776 | 989 | 0.03% | 0.02% | 799 | +20,862 | 131.09% | Q4 2025 | Feb 17, 2026 |
| Pflug Koory, LLC | History | Added to | 36,557 | 983 | 0.46% | 0.41% | 800 | +4,026 | 12.38% | Q4 2025 | Jan 20, 2026 |