SCHWAB STRATEGIC TRUST - SCHX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 351 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Capital Squared Financial LLC | History | Added to | 373,636 | 10,054 | 7.84% | 8.18% | 283 | +15,735 | 4.4% | Q4 2025 | Apr 17, 2026 |
| Attessa Capital LLC | History | Reduced | 372,815 | 10,032 | 5.48% | 5.86% | 284 | -4,637 | -1.23% | Q4 2025 | Jan 06, 2026 |
| Global Endowment Management, LP | History | Reduced | 363,887 | 9,792 | 1.22% | 1.24% | 285 | -11,235 | -3.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 362,898 | 9,765 | 1.23% | — | 286 | +362,898 | New | Q4 2025 | Jan 27, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 357,136 | 9,610 | 1.17% | 1.19% | 287 | -19,788 | -5.25% | Q4 2025 | Jan 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 355,840 | 9,576 | 0.02% | — | 288 | +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% | 289 | +321 | 0.09% | Q4 2025 | Jan 23, 2026 |
| Asset Dedication, LLC | History | Reduced | 355,323 | 9,561 | 0.63% | 0.72% | 290 | -50,513 | -12.45% | Q4 2025 | Jan 26, 2026 |
| Lee Financial Co | History | Reduced | 355,199 | 9,558 | 1.29% | 1.17% | 291 | -143 | -0.04% | Q4 2025 | Jan 22, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 354,436 | 9,537 | 1.2% | 1.26% | 292 | -18,416 | -4.94% | Q4 2025 | Feb 06, 2026 |
| Consilium Wealth Advisory, LLC | History | Reduced | 354,116 | 9,529 | 3.52% | 3.63% | 293 | -2,980 | -0.83% | Q4 2025 | Jan 26, 2026 |
| Legacy Private Trust Co. | History | Added to | 352,523 | 9,486 | 0.56% | 0.54% | 294 | +7,326 | 2.12% | Q4 2025 | Jan 08, 2026 |
| Advisory Services Network, LLC | History | Reduced | 351,911 | 9,469 | 0.13% | 0.15% | 295 | -35,049 | -9.06% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 349,120 | 9,394 | 0.21% | 0.29% | 296 | +16,742 | 5.04% | Q4 2025 | Feb 05, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 348,420 | 9,375 | 1.0% | 1.23% | 297 | +16,870 | 5.09% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 344,030 | 9,150 | 0.03% | 0.03% | 298 | +6,484 | 1.92% | Q4 2025 | Feb 10, 2026 |
| VSM Wealth Advisory, LLC | History | New | 335,557 | 9,019 | 2.71% | — | 299 | +335,557 | New | Q4 2025 | Feb 06, 2026 |
| Meramec Financial Planners, LLC | History | New | 330,039 | 8,990 | 3.5% | — | 300 | +330,039 | New | Q4 2025 | Feb 10, 2026 |
| Element Wealth, LLC | History | Reduced | 333,799 | 8,982 | 3.7% | 3.86% | 301 | -3,742 | -1.11% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 330,827 | 8,902 | 0.04% | 0.05% | 302 | -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% | 303 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 322,496 | 8,675 | 1.2% | 1.38% | 304 | -7,566 | -2.29% | Q4 2025 | Jan 21, 2026 |
| Dakota Wealth Management | History | Added to | 315,026 | 8,477 | 0.15% | 0.07% | 305 | +182,724 | 138.11% | Q4 2025 | Jan 13, 2026 |
| Gradient Investments LLC | History | Added to | 310,835 | 8,364 | 0.13% | 0.13% | 306 | +19,579 | 6.72% | Q4 2025 | Jan 08, 2026 |
| Circle Wealth Management, LLC | History | No change | 310,300 | 8,350 | 0.13% | 0.16% | 307 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Monetary Solutions, Ltd | History | New | 305,547 | 8,222 | 8.1% | — | 308 | +305,547 | New | Q4 2025 | Feb 23, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 304,946 | 8,206 | 0.83% | 0.82% | 309 | +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% | 310 | +78,778 | 34.87% | Q4 2025 | Feb 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 304,560 | 8,195 | 0.52% | 0.62% | 311 | -56,443 | -15.64% | Q4 2025 | Jan 23, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Added to | 304,137 | 8,184 | 0.23% | 0.01% | 312 | +288,677 | 1867.25% | Q4 2025 | Jan 05, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 300,798 | 8,094 | 0.89% | 0.96% | 313 | -18,437 | -5.78% | Q4 2025 | Feb 18, 2026 |
| SWS Partners | History | Reduced | 299,561 | 8,061 | 1.95% | 1.94% | 314 | -2,878 | -0.95% | Q4 2025 | Jan 16, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 297,133 | 7,995 | 1.8% | 1.83% | 315 | -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% | 316 | +13,751 | 4.87% | Q4 2025 | Feb 17, 2026 |
| Nicollet Investment Management, Inc. | History | No change | 293,530 | 7,899 | 2.5% | 2.52% | 317 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| VanderPol Investments L.L.C. | History | Added to | 291,822 | 7,852 | 13.65% | 13.35% | 318 | +4,348 | 1.51% | Q4 2025 | Feb 04, 2026 |
| Raine Group LLC | History | Reduced | 291,323 | 7,839 | 72.18% | 76.13% | 319 | -72,690 | -19.97% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 291,236 | 7,837 | 0.09% | 0.23% | 320 | -210,292 | -41.93% | Q4 2025 | Jan 29, 2026 |
| MBL Wealth, LLC | History | Added to | 288,900 | 7,774 | 0.62% | 0.66% | 321 | +55 | 0.02% | Q4 2025 | Jan 21, 2026 |
| Red Tortoise LLC | History | Reduced | 284,936 | 7,673 | 3.26% | 3.26% | 322 | -384 | -0.13% | Q4 2025 | Jan 22, 2026 |
| Harbor Group, Inc. | History | Reduced | 283,218 | 7,621 | 1.14% | 1.2% | 323 | -3,030 | -1.06% | Q4 2025 | Jan 12, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 282,745 | 7,608 | 2.18% | 2.21% | 324 | -2,968 | -1.04% | Q4 2025 | Jan 27, 2026 |
| GPM Growth Investors, Inc. | History | Reduced | 281,209 | 7,567 | 2.95% | 2.9% | 325 | -5,059 | -1.77% | Q4 2025 | Jan 30, 2026 |
| Barden Capital Management, Inc. | History | Added to | 281,185 | 7,566 | 6.21% | 5.83% | 326 | +15,078 | 5.67% | Q4 2025 | Jan 06, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 279,943 | 7,533 | 0.73% | 0.76% | 327 | -3,947 | -1.39% | Q4 2025 | Feb 06, 2026 |
| Curbstone Financial Management Corp | History | Added to | 279,240 | 7,514 | 1.44% | 1.37% | 328 | +7,760 | 2.86% | Q4 2025 | Jan 23, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 278,480 | 7,493 | 1.55% | 1.63% | 329 | -8,678 | -3.02% | Q4 2025 | Jan 05, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 276,549 | 7,441 | 0.1% | — | 330 | +276,549 | New | Q4 2025 | Feb 13, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 274,898 | 7,397 | 3.23% | 3.31% | 331 | -4,393 | -1.57% | Q4 2025 | Feb 05, 2026 |
| Summit Financial Consulting LLC | History | Added to | 273,802 | 7,368 | 5.35% | 5.28% | 332 | +22,548 | 8.97% | Q4 2025 | Jan 23, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 271,393 | 7,303 | 1.67% | 1.59% | 333 | +9,055 | 3.45% | Q4 2025 | Jan 16, 2026 |
| Cynosure Group, LLC | History | Reduced | 271,079 | 7,294 | 0.74% | 0.78% | 334 | -1,889 | -0.69% | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 270,198 | 7,271 | 0.11% | 0.22% | 335 | -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% | 336 | -9,118 | -3.28% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 267,933 | 7,210 | 0.04% | 0.02% | 337 | +173,975 | 185.16% | Q4 2025 | Jan 26, 2026 |
| Ignite Planners, LLC | History | Added to | 264,683 | 7,209 | 1.1% | 0.9% | 338 | +56,528 | 27.16% | Q4 2025 | Feb 06, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 265,860 | 7,154 | 1.84% | 1.98% | 339 | -13,917 | -4.97% | Q4 2025 | Feb 06, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 265,784 | 7,152 | 2.88% | 2.76% | 340 | -5,168 | -1.91% | Q4 2025 | Feb 11, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 264,354 | 7,113 | 2.36% | 2.72% | 341 | -41,879 | -13.68% | Q4 2025 | Jan 22, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 262,108 | 7,053 | 0.45% | 0.45% | 342 | +5,523 | 2.15% | Q4 2025 | Jan 26, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 261,273 | 7,030 | 1.08% | 1.05% | 343 | +12,556 | 5.05% | Q4 2025 | Jan 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 259,978 | 6,996 | 0.09% | 0.09% | 344 | -9,405 | -3.49% | Q4 2025 | Jan 22, 2026 |
| Triangle Securities Wealth Management | History | Added to | 258,864 | 6,966 | 1.47% | 1.53% | 345 | +1,845 | 0.72% | Q4 2025 | Jan 13, 2026 |
| SFMG, LLC | History | Added to | 258,348 | 6,952 | 0.47% | 0.47% | 346 | +944 | 0.37% | Q4 2025 | Feb 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 258,002 | 6,942 | 0.14% | 0.13% | 347 | +18,079 | 7.54% | Q4 2025 | Feb 06, 2026 |
| Cannon Capital Management, Inc. | History | New | 251,453 | 6,766 | 5.95% | — | 349 | +251,453 | New | Q4 2025 | Jan 30, 2026 |
| Krilogy Financial LLC | History | Reduced | 247,400 | 6,766 | 0.23% | 0.25% | 348 | -5,723 | -2.26% | Q4 2025 | Jan 27, 2026 |
| Johnson Financial Group, LLC | History | Added to | 251,219 | 6,760 | 0.42% | 0.24% | 350 | +150,621 | 149.73% | Q4 2025 | Feb 10, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | Added to | 248,078 | 6,742 | 4.56% | 4.51% | 351 | +16,337 | 7.05% | Q4 2025 | Feb 24, 2026 |
| Sage Mountain Advisors LLC | History | No change | 249,841 | 6,723 | 0.36% | 0.38% | 352 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 249,361 | 6,710 | 0.25% | 0.25% | 353 | +947 | 0.38% | Q4 2025 | Feb 13, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 245,696 | 6,611 | 1.73% | 1.79% | 354 | -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% | 355 | +19,837 | 8.79% | Q4 2025 | Feb 09, 2026 |
| Somerset Group LLC | History | Added to | 242,111 | 6,595 | 4.97% | 4.93% | 356 | +6,113 | 2.59% | Q4 2025 | Feb 12, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 244,761 | 6,586 | 0.42% | 0.43% | 357 | -2,064 | -0.84% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Added to | 244,451 | 6,578 | 0.0% | 0.0% | 358 | +7,473 | 3.15% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 243,483 | 6,552 | 0.01% | 29.96% | 359 | -1,542 | -0.63% | Q4 2025 | Feb 17, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 242,971 | 6,538 | 1.83% | 1.87% | 360 | +934 | 0.39% | Q4 2025 | Feb 03, 2026 |
| Jacobs Equity LLC | History | New | 242,302 | 6,520 | 6.28% | — | 361 | +242,302 | New | Q4 2025 | Feb 19, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 241,632 | 6,502 | 3.24% | 3.33% | 362 | -3,185 | -1.3% | Q4 2025 | Feb 04, 2026 |
| Mutual Advisors, LLC | History | Reduced | 238,730 | 6,424 | 0.14% | 0.14% | 363 | -676 | -0.28% | Q4 2025 | Feb 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 237,237 | 6,384 | 0.02% | 0.02% | 364 | +7,804 | 3.4% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | Added to | 236,402 | 6,361 | 0.61% | 0.26% | 365 | +191,460 | 426.02% | Q4 2025 | Feb 17, 2026 |
| Gambit Capital Management, LLC | History | New | 232,847 | 6,265 | 4.48% | — | 366 | +232,847 | New | Q4 2025 | Feb 06, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 231,516 | 6,230 | 1.45% | 1.5% | 367 | -3,282 | -1.4% | Q4 2025 | Jan 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 230,765 | 6,210 | 0.01% | 0.01% | 368 | +6,279 | 2.8% | Q4 2025 | Feb 10, 2026 |
| ASPIRIANT, LLC | History | Reduced | 227,400 | 6,119 | 0.18% | 0.19% | 369 | -2,519 | -1.1% | Q4 2025 | Jan 20, 2026 |
| Simplicity Wealth,LLC | History | Added to | 227,302 | 6,116 | 0.36% | 0.33% | 370 | +12,079 | 5.61% | Q4 2025 | Jan 30, 2026 |
| Santori & Peters, Inc. | History | Reduced | 224,672 | 6,045 | 2.06% | 2.14% | 371 | -2,413 | -1.06% | Q4 2025 | Jan 15, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 224,315 | 6,036 | 0.37% | 0.45% | 372 | -42,507 | -15.93% | Q4 2025 | Feb 18, 2026 |
| BRIGHTON JONES LLC | History | Added to | 222,605 | 5,990 | 0.22% | 0.14% | 373 | +1,737 | 0.79% | Q4 2025 | Jan 27, 2026 |
| U S WEALTH GROUP, LLC. | History | New | 221,950 | 5,972 | 3.94% | — | 374 | +221,950 | New | Q4 2025 | Mar 17, 2026 |
| Eagle Capital Management, LLC | History | Added to | 221,585 | 5,963 | 2.17% | 2.17% | 375 | +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% | 376 | +1,439 | 0.55% | Q4 2025 | Feb 11, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 200,946 | 5,950 | 2.39% | 2.42% | 377 | -111 | -0.06% | Q4 2025 | Jan 14, 2026 |
| Hamrick Investment Counsel, llc | History | New | 220,683 | 5,938 | 4.42% | — | 378 | +220,683 | New | Q4 2025 | Mar 31, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 218,496 | 5,879 | 0.06% | 0.06% | 379 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 217,183 | 5,844 | 0.07% | 0.07% | 380 | -360 | -0.17% | Q4 2025 | Jan 26, 2026 |
| BAILARD, INC. | History | Reduced | 215,359 | 5,795 | 0.13% | 0.12% | 381 | -1,417 | -0.65% | Q4 2025 | Feb 04, 2026 |
| Omega Financial Group, LLC | History | Reduced | 212,649 | 5,722 | 1.88% | 1.98% | 382 | -14,338 | -6.32% | Q4 2025 | Jan 28, 2026 |
| Clearview Wealth Advisors LLC | History | Reduced | 212,105 | 5,707 | 3.62% | 3.59% | 383 | -766 | -0.36% | Q4 2025 | Feb 17, 2026 |
| RMG Wealth Management LLC | History | Added to | 196,774 | 5,656 | 0.73% | 0.01% | 384 | +194,716 | 9461.42% | Q4 2025 | Jan 29, 2026 |
| Montis Financial, LLC | History | Reduced | 208,185 | 5,602 | 1.11% | 1.31% | 385 | -7,611 | -3.53% | Q4 2025 | Feb 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 207,807 | 5,592 | 0.26% | 0.28% | 386 | -12,177 | -5.54% | Q4 2025 | Feb 13, 2026 |
| Dorato Capital Management | History | New | 204,668 | 5,581 | 4.19% | — | 387 | +204,668 | New | Q4 2025 | Jan 16, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 206,932 | 5,568 | 0.82% | 0.82% | 388 | +67 | 0.03% | Q4 2025 | Jan 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 203,961 | 5,488 | 0.02% | 0.02% | 390 | +17,266 | 9.25% | Q4 2025 | Feb 13, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 203,959 | 5,488 | 0.97% | 1.04% | 389 | +3,862 | 1.93% | Q4 2025 | Mar 05, 2026 |
| Pathstone Holdings, LLC | History | New | 202,715 | 5,455 | 0.02% | — | 391 | +202,715 | New | Q4 2025 | Feb 13, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 200,548 | 5,396 | 0.27% | 0.29% | 392 | -12,223 | -5.74% | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 197,838 | 5,323 | 0.18% | 0.18% | 393 | -5,381 | -2.65% | Q4 2025 | Feb 17, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 197,478 | 5,314 | 0.37% | 0.28% | 394 | +50,920 | 34.74% | Q4 2025 | Jan 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 196,651 | 5,291 | 0.0% | 0.0% | 395 | -9,073 | -4.41% | Q4 2025 | Feb 12, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 192,128 | 5,251 | 2.69% | 2.84% | 396 | -2,449 | -1.26% | Q4 2025 | Jan 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 192,708 | 5,185 | 0.06% | 0.06% | 397 | +8,574 | 4.66% | Q4 2025 | Jan 20, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 192,311 | 5,175 | 2.02% | 2.22% | 398 | -16,859 | -8.06% | Q4 2025 | Jan 28, 2026 |
| Sowell Financial Services LLC | History | Added to | 191,046 | 5,141 | 0.19% | 0.17% | 399 | +25,260 | 15.24% | Q4 2025 | Jan 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 187,363 | 5,041 | 0.09% | 0.08% | 400 | +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% | 401 | +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% | 402 | -4,810 | -2.55% | Q4 2025 | Jan 16, 2026 |
| Missouri Trust & Investment Co | History | Added to | 183,385 | 4,934 | 1.45% | 1.41% | 403 | +2,488 | 1.38% | Q4 2025 | Feb 13, 2026 |
| Selby Wealth Management, LLC | History | New | 182,490 | 4,910 | 1.98% | — | 404 | +182,490 | New | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 181,894 | 4,894 | 0.01% | 0.01% | 405 | -2,599 | -1.41% | Q4 2025 | Feb 12, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 180,497 | 4,857 | 3.56% | 3.63% | 406 | -5,584 | -3.0% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 179,681 | 4,835 | 0.07% | 0.06% | 407 | +31,774 | 21.48% | Q4 2025 | Feb 09, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 179,187 | 4,821 | 0.41% | 0.42% | 408 | -3,375 | -1.85% | Q4 2025 | Jan 21, 2026 |
| Atria Investments, Inc | History | Reduced | 178,136 | 4,793 | 0.05% | 0.1% | 409 | -160,001 | -47.32% | Q4 2025 | Feb 05, 2026 |
| Denver PWM, LLC | History | No change | 194,727 | 4,759 | 1.59% | 1.48% | 410 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 176,788 | 4,757 | 0.34% | 0.36% | 411 | -8,390 | -4.53% | Q4 2025 | Feb 10, 2026 |
| Code Waechter LLC | History | Reduced | 176,500 | 4,749 | 3.05% | 3.1% | 412 | -4,428 | -2.45% | Q4 2025 | Jan 26, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 176,432 | 4,747 | 0.07% | 0.07% | 413 | -1,340 | -0.75% | Q4 2025 | Feb 12, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 193,372 | 4,734 | 1.65% | 1.63% | 414 | +1,079 | 0.56% | Q4 2025 | Jan 09, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 174,493 | 4,695 | 1.48% | 1.66% | 415 | -3,094 | -1.74% | Q4 2025 | Jan 08, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 173,800 | 4,676 | 1.21% | 1.26% | 416 | -7,679 | -4.23% | Q4 2025 | Jan 23, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 173,203 | 4,660 | 0.21% | 0.2% | 417 | -3,414 | -1.93% | Q4 2025 | Feb 17, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 171,950 | 4,627 | 3.21% | 3.39% | 418 | +1,172 | 0.69% | Q4 2025 | Jan 23, 2026 |
| Carr Financial Group Corp | History | Reduced | 170,881 | 4,598 | 1.22% | 1.27% | 419 | -4,625 | -2.64% | Q4 2025 | Jan 09, 2026 |
| Creekside Partners | History | Reduced | 170,371 | 4,584 | 1.94% | 2.15% | 420 | -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% | 421 | +9,799 | 6.13% | Q4 2025 | Feb 12, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 169,446 | 4,559 | 1.34% | 1.52% | 422 | -2,986 | -1.73% | Q4 2025 | Feb 02, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 169,350 | 4,557 | 0.1% | 0.12% | 423 | -28,474 | -14.39% | Q4 2025 | Feb 04, 2026 |
| Asset Management Group, Inc. | History | Reduced | 169,019 | 4,548 | 0.74% | 0.75% | 424 | -5,031 | -2.89% | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 166,611 | 4,483 | 0.15% | 0.16% | 425 | -19 | -0.01% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 166,304 | 4,475 | 0.01% | 0.01% | 426 | +849 | 0.51% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 165,907 | 4,464 | 0.08% | 0.03% | 427 | +113,831 | 218.59% | Q4 2025 | Feb 06, 2026 |
| RMR Wealth Builders | History | Added to | 165,014 | 4,440 | 0.36% | 0.36% | 428 | +358 | 0.22% | Q4 2025 | Jan 29, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Reduced | 164,881 | 4,436 | 3.02% | 3.06% | 429 | -3,436 | -2.04% | Q4 2025 | Feb 02, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 164,561 | 4,428 | 0.17% | 0.16% | 430 | +1,175 | 0.72% | Q4 2025 | Feb 04, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 163,460 | 4,398 | 1.89% | 2.0% | 431 | -4,272 | -2.55% | Q4 2025 | Jan 26, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 163,335 | 4,395 | 2.35% | 2.41% | 432 | -1,634 | -0.99% | Q4 2025 | Feb 06, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 162,412 | 4,370 | 0.05% | 0.04% | 433 | +21,383 | 15.16% | Q4 2025 | Feb 12, 2026 |
| Berkeley, Inc | History | Reduced | 162,225 | 4,365 | 1.39% | 1.69% | 434 | -37,794 | -18.9% | Q4 2025 | Jan 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 160,670 | 4,324 | 0.04% | 0.03% | 435 | +10,880 | 7.26% | Q4 2025 | Jan 05, 2026 |
| Parallel Advisors, LLC | History | Reduced | 158,784 | 4,272 | 0.08% | 0.11% | 436 | -69,631 | -30.48% | Q4 2025 | Feb 11, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 158,218 | 4,257 | 0.35% | 0.36% | 437 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 157,931 | 4,249 | 0.32% | 0.31% | 438 | +7,187 | 4.77% | Q4 2025 | Feb 04, 2026 |
| Values Added Financial LLC | History | Reduced | 157,718 | 4,244 | 1.79% | 1.86% | 439 | -839 | -0.53% | Q4 2025 | Jan 16, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 157,532 | 4,239 | 3.61% | 3.58% | 440 | -974 | -0.61% | Q4 2025 | Jan 14, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 156,674 | 4,216 | 0.97% | 1.1% | 441 | -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% | 442 | -10,197 | -6.15% | Q4 2025 | Jan 08, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 152,147 | 4,158 | 0.13% | 0.14% | 443 | -991 | -0.65% | Q4 2025 | Jan 23, 2026 |
| Procyon Advisors, LLC | History | Reduced | 154,435 | 4,155 | 0.21% | 0.24% | 444 | -1,409 | -0.9% | Q4 2025 | Jan 07, 2026 |
| Summit Place Financial Advisors, LLC | History | Reduced | 153,777 | 4,138 | 2.0% | 1.94% | 445 | -2,639 | -1.69% | Q4 2025 | Feb 02, 2026 |
| WJ Financial Advisors LLC | History | Added to | 152,176 | 4,095 | 3.65% | 3.86% | 446 | +1,264 | 0.84% | Q4 2025 | Feb 02, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 152,173 | 4,094 | 0.14% | 0.15% | 447 | -318 | -0.21% | Q4 2025 | Feb 04, 2026 |
| Poehling Capital Management, INC. | History | No change | 151,707 | 4,082 | 0.84% | 0.84% | 448 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NewEdge Wealth, LLC | History | No change | 151,399 | 4,074 | 0.05% | 0.06% | 449 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GODSEY & GIBB, INC | History | Added to | 150,688 | 4,055 | 0.36% | 0.32% | 450 | +10,883 | 7.78% | Q4 2025 | Jan 27, 2026 |
| Maia Wealth LLC | History | Reduced | 150,988 | 4,054 | 0.69% | 0.74% | 451 | -11,825 | -7.26% | Q4 2025 | Feb 17, 2026 |
| ETF Store, Inc. | History | Added to | 146,022 | 3,929 | 4.01% | 4.07% | 452 | +172 | 0.12% | Q4 2025 | Jan 22, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 145,349 | 3,911 | 0.26% | 0.26% | 453 | +3 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 144,831 | 3,897 | 0.15% | 0.13% | 454 | +8,974 | 6.61% | Q4 2025 | Feb 02, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 144,753 | 3,895 | 0.67% | 0.67% | 455 | -1,950 | -1.33% | Q4 2025 | Jan 26, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 142,482 | 3,834 | 0.49% | 0.51% | 456 | -7,644 | -5.09% | Q4 2025 | Jan 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 141,719 | 3,813 | 0.12% | 0.14% | 457 | -21,259 | -13.04% | Q4 2025 | Jan 30, 2026 |
| Cornerstone Financial Management LLC | History | New | 141,622 | 3,811 | 3.58% | — | 458 | +141,622 | New | Q4 2025 | Feb 13, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 141,270 | 3,801 | 2.15% | 2.16% | 459 | +11,085 | 8.51% | Q4 2025 | Feb 03, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 140,721 | 3,787 | 0.01% | 0.01% | 460 | +20,325 | 16.88% | Q4 2025 | Feb 11, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 140,514 | 3,781 | 0.69% | 0.67% | 461 | -3,681 | -2.55% | Q4 2025 | Jan 14, 2026 |
| Payne Capital LLC | History | Added to | 139,632 | 3,757 | 3.83% | 2.95% | 462 | +29,283 | 26.54% | Q4 2025 | Jan 20, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 138,362 | 3,723 | 0.06% | 0.05% | 463 | -763 | -0.55% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Added to | 137,349 | 3,696 | 0.02% | 0.02% | 464 | +5,205 | 3.94% | Q4 2025 | Feb 13, 2026 |
| RCW Management, LLC | History | New | 137,219 | 3,692 | 3.73% | — | 465 | +137,219 | New | Q4 2025 | Jan 30, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 136,750 | 3,679 | 2.57% | 2.76% | 466 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 136,460 | 3,672 | 2.29% | — | 467 | +136,460 | New | Q4 2025 | Feb 04, 2026 |
| Elser Financial Planning, Inc | History | Reduced | 135,471 | 3,645 | 2.64% | 4.34% | 468 | -371 | -0.27% | Q4 2025 | Jan 15, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 134,880 | 3,629 | 0.61% | 0.6% | 469 | -15 | -0.01% | Q4 2025 | Jan 23, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Reduced | 134,459 | 3,618 | 1.12% | 1.15% | 470 | -1,971 | -1.44% | Q4 2025 | Feb 12, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 134,031 | 3,606 | 0.78% | 0.86% | 471 | -6,280 | -4.48% | Q4 2025 | Jan 20, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 133,988 | 3,605 | 0.79% | — | 472 | +133,988 | New | Q4 2025 | Feb 18, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 133,392 | 3,589 | 0.88% | 0.91% | 473 | -715 | -0.53% | Q4 2025 | Feb 17, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 133,333 | 3,587 | 0.88% | 0.98% | 474 | -518 | -0.39% | Q4 2025 | Jan 29, 2026 |
| Indivisible Partners | History | New | 132,924 | 3,576 | 0.39% | — | 475 | +132,924 | New | Q4 2025 | Feb 03, 2026 |
| Authentikos Wealth Advisory, LLC | History | New | 132,790 | 3,573 | 2.36% | — | 476 | +132,790 | New | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 132,272 | 3,559 | 0.13% | 0.05% | 478 | +105,338 | 391.1% | Q4 2025 | Feb 04, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 132,261 | 3,559 | 0.29% | 0.29% | 477 | -1,023 | -0.77% | Q4 2025 | Feb 06, 2026 |
| Wealth Group Ltd | History | Added to | 131,666 | 3,543 | 0.79% | 0.8% | 479 | +542 | 0.41% | Q4 2025 | Jan 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 130,713 | 3,517 | 0.23% | 0.23% | 480 | +1,220 | 0.94% | Q4 2025 | Jan 20, 2026 |
| VERITY Wealth Advisors | History | Reduced | 130,613 | 3,514 | 2.18% | 2.17% | 481 | -27 | -0.02% | Q4 2025 | Jan 07, 2026 |
| Wedmont Private Capital | History | Reduced | 128,614 | 3,503 | 0.12% | 0.14% | 482 | -18,349 | -12.49% | Q4 2025 | Jan 08, 2026 |
| EWA, LLC | History | Added to | 129,447 | 3,483 | 0.85% | 0.07% | 483 | +119,560 | 1209.26% | Q4 2025 | Feb 03, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 127,718 | 3,436 | 0.05% | 0.05% | 484 | +2,430 | 1.94% | Q4 2025 | Jan 22, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 127,650 | 3,435 | 0.03% | 0.0% | 485 | +127,598 | 245380.77% | Q4 2025 | Jan 14, 2026 |
| Ocean Park Asset Management, LLC | History | New | 127,622 | 3,434 | 0.16% | — | 486 | +127,622 | New | Q4 2025 | Jan 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 126,942 | 3,416 | 0.01% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Flower City Capital | History | Added to | 126,843 | 3,413 | 1.74% | 1.65% | 489 | +10,360 | 8.89% | Q4 2025 | Jan 22, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 126,835 | 3,413 | 0.46% | 0.47% | 488 | -3,502 | -2.69% | Q4 2025 | Jan 30, 2026 |
| Seros Financial, LLC | History | Added to | 126,019 | 3,391 | 1.99% | 1.42% | 490 | +37,154 | 41.81% | Q4 2025 | Feb 06, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 125,690 | 3,382 | 2.26% | 2.25% | 491 | -1,190 | -0.94% | Q4 2025 | Feb 13, 2026 |
| Roundview Capital LLC | History | Reduced | 125,552 | 3,378 | 0.21% | 0.21% | 492 | -1,432 | -1.13% | Q4 2025 | Feb 09, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 124,235 | 3,343 | 0.16% | 0.16% | 493 | +1,825 | 1.49% | Q4 2025 | Feb 10, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 123,284 | 3,317 | 0.01% | 0.01% | 494 | +592 | 0.48% | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 122,945 | 3,308 | 0.15% | 0.16% | 495 | +5,831 | 4.98% | Q4 2025 | Feb 05, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 122,697 | 3,301 | 0.05% | 0.05% | 496 | -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% | 497 | +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% | 498 | +77,400 | 176.35% | Q4 2025 | Jan 13, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 120,844 | 3,251 | 0.99% | 1.04% | 499 | +336 | 0.28% | Q4 2025 | Jan 26, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 120,346 | 3,239 | 0.86% | 0.63% | 500 | +27,960 | 30.26% | Q4 2025 | Feb 09, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 119,175 | 3,207 | 0.07% | 0.08% | 501 | +1,411 | 1.2% | Q4 2025 | Feb 02, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 117,203 | 3,153 | 0.02% | — | 502 | +117,203 | New | Q4 2025 | Feb 17, 2026 |
| Hurley Capital, LLC | History | Reduced | 115,149 | 3,098 | 1.73% | 1.74% | 503 | -2,200 | -1.87% | Q4 2025 | Feb 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 114,849 | 3,090 | 0.04% | 0.04% | 504 | -1,756 | -1.51% | Q4 2025 | Feb 05, 2026 |
| Brucke Financial, Inc. | History | Added to | 114,734 | 3,087 | 1.69% | 1.76% | 505 | +3,448 | 3.1% | Q4 2025 | Jan 12, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 114,080 | 3,069 | 0.21% | 0.22% | 506 | -2,590 | -2.22% | Q4 2025 | Jan 13, 2026 |
| Next Capital Management LLC | History | Reduced | 113,652 | 3,058 | 0.98% | 1.01% | 507 | -1,759 | -1.52% | Q4 2025 | Feb 11, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 113,351 | 3,050 | 1.44% | 1.47% | 508 | -2,998 | -2.58% | Q4 2025 | Feb 13, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Reduced | 112,662 | 3,031 | 5.03% | 3.99% | 509 | -294 | -0.26% | Q4 2025 | Feb 09, 2026 |
| Midwest Trust Co | History | Reduced | 112,402 | 3,024 | 0.04% | 0.04% | 510 | -145 | -0.13% | Q4 2025 | Feb 04, 2026 |
| JM2 Capital Inc. | History | New | 112,118 | 3,017 | 2.43% | — | 511 | +112,118 | New | Q4 2025 | Jan 23, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 111,561 | 3,002 | 0.25% | 0.29% | 512 | -16,838 | -13.11% | Q4 2025 | Jan 27, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 111,485 | 3,000 | 0.33% | 0.38% | 513 | -11,146 | -9.09% | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 110,184 | 2,965 | 0.09% | 0.09% | 514 | -1,561 | -1.4% | Q4 2025 | Jan 06, 2026 |
| WealthShield Partners, LLC | History | Reduced | 110,022 | 2,965 | 0.33% | 0.33% | 515 | -958 | -0.86% | Q4 2025 | Feb 03, 2026 |
| Brookstone Capital Management | History | Added to | 108,943 | 2,931 | 0.03% | 0.03% | 516 | +16,424 | 17.75% | Q4 2025 | Jan 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 107,705 | 2,898 | 0.04% | 0.04% | 517 | -1,294 | -1.19% | Q4 2025 | Feb 09, 2026 |
| Apella Capital, LLC | History | Added to | 106,932 | 2,877 | 0.06% | 0.05% | 518 | +18,499 | 20.92% | Q4 2025 | Jan 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 106,837 | 2,874 | 0.0% | 0.0% | 519 | +65,137 | 156.2% | Q4 2025 | Feb 17, 2026 |
| Zhang Financial LLC | History | Added to | 105,883 | 2,849 | 0.11% | 0.11% | 520 | +4,197 | 4.13% | Q4 2025 | Feb 10, 2026 |
| Bawa N Mallick Trust | History | No change | 105,900 | 2,849 | 1.06% | 1.06% | 521 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Front Row Advisors LLC | History | Reduced | 105,626 | 2,842 | 0.95% | 0.95% | 522 | -1,772 | -1.65% | Q4 2025 | Feb 12, 2026 |
| Westmount Partners, LLC | History | Added to | 105,342 | 2,834 | 0.71% | 0.72% | 523 | +1 | 0.0% | Q4 2025 | Jan 15, 2026 |
| First Growth Capital LLC | History | New | 103,820 | 2,833 | 2.51% | — | 525 | +103,820 | New | Q4 2025 | Feb 19, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 105,304 | 2,833 | 0.58% | 0.59% | 524 | -1,713 | -1.6% | Q4 2025 | Feb 03, 2026 |
| Aureum Wealth Management, LLC | History | New | 104,926 | 2,823 | 2.62% | — | 526 | +104,926 | New | Q4 2025 | Jan 28, 2026 |
| Larson Financial Group LLC | History | Reduced | 102,494 | 2,758 | 0.09% | 0.1% | 527 | -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% | 528 | +2,573 | 2.58% | Q4 2025 | Jan 27, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 102,095 | 2,747 | 0.99% | 1.06% | 529 | -4,603 | -4.31% | Q4 2025 | Jan 28, 2026 |
| Phocas Financial Corp. | History | Reduced | 101,124 | 2,721 | 0.35% | 0.35% | 530 | -957 | -0.94% | Q4 2025 | Jan 26, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 100,943 | 2,716 | 0.17% | 0.17% | 531 | -290 | -0.29% | Q4 2025 | Feb 06, 2026 |
| GuidedMoney, LLC | History | New | 100,630 | 2,707 | 1.45% | — | 532 | +100,630 | New | Q4 2025 | Feb 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 99,858 | 2,687 | 0.14% | 0.13% | 533 | +15,386 | 18.21% | Q4 2025 | Jan 20, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 99,499 | 2,677 | 1.09% | 0.47% | 534 | +33,769 | 51.38% | Q4 2025 | Feb 11, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 98,484 | 2,656 | 1.03% | 1.11% | 535 | -190 | -0.19% | Q4 2025 | Jan 21, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 98,215 | 2,642 | 1.13% | 1.22% | 536 | +2 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 98,113 | 2,640 | 0.15% | 0.14% | 537 | +6,186 | 6.73% | Q4 2025 | Jan 13, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 97,559 | 2,625 | 1.48% | 1.43% | 538 | +3,600 | 3.83% | Q4 2025 | Jan 26, 2026 |
| WLTH Capital Management, LLC | History | New | 97,040 | 2,608 | 2.02% | — | 539 | +97,040 | New | Q4 2025 | Feb 24, 2026 |
| SIGNATUREFD, LLC | History | Added to | 96,681 | 2,601 | 0.04% | 0.04% | 540 | +481 | 0.5% | Q4 2025 | Jan 20, 2026 |
| SouthState Bank Corp | History | Reduced | 96,526 | 2,597 | 0.12% | 0.13% | 541 | -13,369 | -12.17% | Q4 2025 | Feb 11, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 96,311 | 2,591 | 0.36% | 0.48% | 542 | -35,224 | -26.78% | Q4 2025 | Jan 26, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 95,549 | 2,571 | 2.2% | 2.28% | 543 | -1,256 | -1.3% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 95,075 | 2,558 | 0.04% | 0.04% | 544 | +13,295 | 16.26% | Q4 2025 | Jan 13, 2026 |
| Cooper Financial Group | History | Added to | 95,040 | 2,557 | 0.27% | 0.26% | 545 | +4,723 | 5.23% | Q4 2025 | Jan 08, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 93,978 | 2,528 | 0.51% | 0.5% | 546 | +1,577 | 1.71% | Q4 2025 | Feb 10, 2026 |
| Plancorp, LLC | History | Reduced | 93,843 | 2,525 | 0.08% | 0.08% | 547 | -400 | -0.42% | Q4 2025 | Feb 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 93,745 | 2,522 | 0.01% | 0.01% | 548 | +8,810 | 10.37% | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 93,031 | 2,503 | 0.6% | 0.61% | 549 | +2,901 | 3.22% | Q4 2025 | Jan 12, 2026 |
| Callan Family Office, LLC | History | No change | 93,000 | 2,502 | 0.05% | 0.08% | 550 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Reduced | 92,606 | 2,492 | 0.28% | 0.29% | 551 | -6,853 | -6.89% | Q4 2025 | Feb 03, 2026 |
| WEDGEWOOD INVESTORS INC /PA/ | History | Reduced | 92,208 | 2,481 | 2.83% | 2.79% | 552 | -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% | 553 | +3,085 | 3.48% | Q4 2025 | Feb 12, 2026 |
| Daybright Advisory Services, Inc. | History | New | 91,553 | 2,463 | 0.66% | — | 554 | +91,553 | New | Q4 2025 | Feb 12, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 91,524 | 2,462 | 0.44% | 0.44% | 555 | -3,340 | -3.52% | Q4 2025 | Jan 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 91,302 | 2,456 | 0.11% | 0.11% | 556 | -2,100 | -2.25% | Q4 2025 | Feb 17, 2026 |
| Successful Portfolios LLC | History | Added to | 89,355 | 2,450 | 1.25% | 1.34% | 557 | +1,874 | 2.14% | Q4 2025 | Jan 23, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Reduced | 90,851 | 2,444 | 0.44% | 0.42% | 558 | -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% | 559 | -802 | -0.88% | Q4 2025 | Jan 09, 2026 |
| Capital Advantage, Inc. | History | Added to | 90,062 | 2,423 | 0.33% | 0.36% | 560 | +35 | 0.04% | Q4 2025 | Jan 07, 2026 |
| RIA Advisory Group LLC | History | Reduced | 89,641 | 2,412 | 0.58% | 0.61% | 561 | -226 | -0.25% | Q4 2025 | Feb 02, 2026 |
| Sun Financial Inc | History | New | 89,459 | 2,407 | 1.34% | — | 562 | +89,459 | New | Q4 2025 | Feb 02, 2026 |
| Maridea Wealth Management LLC | History | New | 89,053 | 2,396 | 0.36% | — | 563 | +89,053 | New | Q4 2025 | Jan 08, 2026 |
| Coastline Complete Wealth LLC | History | New | 88,735 | 2,387 | 1.5% | — | 564 | +88,735 | New | Q4 2025 | Feb 24, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 88,562 | 2,383 | 0.24% | 0.25% | 565 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 86,855 | 2,337 | 0.03% | 0.03% | 566 | -5,806 | -6.27% | Q4 2025 | Feb 02, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 86,826 | 2,336 | 0.27% | 0.28% | 567 | +500 | 0.58% | Q4 2025 | Jan 29, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 86,553 | 2,329 | 0.48% | 0.58% | 568 | -18,872 | -17.9% | Q4 2025 | Jan 27, 2026 |
| Aspiring Ventures, LLC | History | Reduced | 86,249 | 2,320 | 0.79% | 0.9% | 569 | -13,949 | -13.92% | Q4 2025 | Jan 27, 2026 |
| DAVIDSON TRUST CO | History | No change | 85,608 | 2,303 | 0.96% | 0.93% | 570 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| American Investment Services, Inc. | History | Reduced | 85,578 | 2,302 | 0.53% | 0.55% | 571 | -682 | -0.79% | Q4 2025 | Feb 13, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 85,273 | 2,294 | 0.15% | 0.16% | 572 | -6,135 | -6.71% | Q4 2025 | Feb 18, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 85,265 | 2,294 | 0.04% | 0.05% | 573 | +455 | 0.54% | Q4 2025 | Feb 06, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 84,968 | 2,286 | 1.15% | 1.22% | 574 | -693 | -0.81% | Q4 2025 | Feb 06, 2026 |
| Verum Partners LLC | History | Reduced | 84,923 | 2,285 | 0.46% | 0.51% | 575 | -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% | 576 | +7,274 | 9.4% | Q4 2025 | Feb 06, 2026 |
| OUTFITTERS FINANCIAL LLC | History | Reduced | 84,650 | 2,277 | 1.79% | 1.87% | 577 | -3,230 | -3.68% | Q4 2025 | Jan 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 84,589 | 2,276 | 0.01% | 0.01% | 578 | -4,283 | -4.82% | Q4 2025 | Feb 11, 2026 |
| Bull Oak Capital, LLC | History | Reduced | 84,512 | 2,274 | 0.93% | 0.95% | 579 | -125 | -0.15% | Q4 2025 | Feb 02, 2026 |
| RHS Financial, LLC | History | Reduced | 83,033 | 2,234 | 1.09% | 1.2% | 580 | -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% | 581 | +16,366 | 24.56% | Q4 2025 | Jan 26, 2026 |
| Worth Asset Management, LLC | History | Reduced | 82,377 | 2,216 | 0.94% | 1.07% | 582 | -7,946 | -8.8% | Q4 2025 | Jan 14, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 81,736 | 2,199 | 0.34% | 0.36% | 583 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wynn Capital, LLC | History | No change | 81,015 | 2,180 | 1.06% | 1.04% | 584 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 80,604 | 2,169 | 0.24% | 0.25% | 585 | -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% | 586 | +26 | 0.03% | Q4 2025 | Feb 10, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 79,710 | 2,145 | 0.36% | 0.35% | 587 | -250 | -0.31% | Q4 2025 | Jan 22, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 79,585 | 2,141 | 1.66% | 1.75% | 588 | -5,779 | -6.77% | Q4 2025 | Feb 10, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 79,467 | 2,138 | 1.04% | 1.04% | 589 | -52 | -0.07% | Q4 2025 | Feb 19, 2026 |
| IF Advisors, LLC | History | New | 79,415 | 2,137 | 1.74% | — | 590 | +79,415 | New | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 79,349 | 2,135 | 0.03% | 0.04% | 591 | -3,708 | -4.46% | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 78,865 | 2,122 | 1.76% | 2.11% | 592 | +685 | 0.88% | Q4 2025 | Feb 10, 2026 |
| Aspen Investment Management Inc | History | Added to | 78,497 | 2,112 | 0.64% | 0.78% | 593 | +2,193 | 2.87% | Q4 2025 | Feb 06, 2026 |
| Elgethun Capital Management | History | Reduced | 78,465 | 2,111 | 0.36% | 0.41% | 594 | -6,734 | -7.9% | Q4 2025 | Feb 10, 2026 |
| American Financial Advisors, LLC | History | Added to | 78,292 | 2,106 | 0.27% | 0.25% | 595 | +4,609 | 6.26% | Q4 2025 | Feb 03, 2026 |
| Wiser Advisor Group LLC | History | Added to | 77,435 | 2,083 | 2.38% | 2.46% | 596 | +2,292 | 3.05% | Q4 2025 | Feb 09, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 77,364 | 2,081 | 0.16% | 0.16% | 597 | -370 | -0.48% | Q4 2025 | Jan 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 77,149 | 2,076 | 0.01% | 0.01% | 598 | +16,505 | 27.22% | Q4 2025 | Jan 30, 2026 |
| Main Street Group, LTD | History | Reduced | 76,722 | 2,064 | 0.71% | 0.59% | 599 | -30 | -0.04% | Q4 2025 | Jan 26, 2026 |
| Cross Staff Investments Inc | History | Added to | 76,533 | 2,059 | 1.13% | 1.4% | 600 | +226 | 0.3% | Q4 2025 | Feb 27, 2026 |
| 93 Financial Group, LLC | History | New | 76,464 | 2,057 | 0.9% | — | 602 | +76,464 | New | Q4 2025 | Feb 20, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 76,443 | 2,057 | 0.09% | 0.1% | 601 | -3,341 | -4.19% | Q4 2025 | Jan 29, 2026 |
| Victrix Investment Advisors | History | New | 76,197 | 2,050 | 0.79% | — | 603 | +76,197 | New | Q4 2025 | Feb 11, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 75,146 | 2,022 | 0.89% | 0.91% | 604 | -3,896 | -4.93% | Q4 2025 | Feb 17, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Reduced | 75,142 | 2,022 | 0.82% | 0.84% | 605 | -1,319 | -1.73% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 74,071 | 1,993 | 0.0% | 0.0% | 606 | +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% | 607 | -4,526 | -5.77% | Q4 2025 | Jan 23, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 73,782 | 1,985 | 0.05% | 0.06% | 608 | -3,811 | -4.91% | Q4 2025 | Jan 28, 2026 |
| Garde Capital, Inc. | History | Reduced | 73,714 | 1,983 | 0.12% | 0.1% | 609 | -1,356 | -1.81% | Q4 2025 | Feb 10, 2026 |
| Foster Group, Inc. | History | Added to | 73,394 | 1,975 | 0.06% | 0.06% | 610 | +3,272 | 4.67% | Q4 2025 | Jan 12, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 72,890 | 1,961 | 0.18% | 0.2% | 611 | -1,867 | -2.5% | Q4 2025 | Jan 07, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 72,789 | 1,958 | 0.09% | 0.1% | 612 | -319 | -0.44% | Q4 2025 | Jan 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 72,425 | 1,948 | 0.11% | 0.11% | 613 | -1,088 | -1.48% | Q4 2025 | Jan 14, 2026 |
| Oldfather Financial Services, LLC | History | Added to | 72,170 | 1,942 | 0.58% | 0.58% | 614 | +1,965 | 2.8% | Q4 2025 | Jan 16, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 72,018 | 1,938 | 0.2% | 0.2% | 615 | +11 | 0.02% | Q4 2025 | Feb 12, 2026 |
| RHL GROUP, LLC | History | New | 72,013 | 1,937 | 1.56% | — | 616 | +72,013 | New | Q4 2025 | Feb 09, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 71,447 | 1,922 | 0.59% | 0.55% | 617 | +3,135 | 4.59% | Q4 2025 | Feb 04, 2026 |
| HUB Investment Partners, LLC | History | Added to | 71,067 | 1,912 | 0.05% | 0.05% | 618 | +11,711 | 19.73% | Q4 2025 | Feb 17, 2026 |
| AlTi Global, Inc. | History | Added to | 70,153 | 1,887 | 0.04% | 0.04% | 619 | +195 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 70,113 | 1,886 | 0.18% | 0.18% | 621 | -937 | -1.32% | Q4 2025 | Jan 29, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 70,093 | 1,886 | 0.12% | 0.12% | 620 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 67,828 | 1,875 | 0.01% | 0.01% | 622 | +4,707 | 7.46% | Q4 2025 | Feb 17, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 69,688 | 1,875 | 0.06% | 0.06% | 623 | -330 | -0.47% | Q4 2025 | Jan 23, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 69,569 | 1,872 | 0.21% | 0.22% | 624 | -137 | -0.2% | Q4 2025 | Feb 17, 2026 |
| FineMark National Bank & Trust | History | Reduced | 69,438 | 1,868 | 0.06% | 0.06% | 625 | -3,300 | -4.54% | Q4 2025 | Feb 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 69,141 | 1,860 | 0.04% | 0.04% | 626 | -2,347 | -3.28% | Q4 2025 | Feb 12, 2026 |
| Integrity Investment Advisors, LLC | History | New | 69,017 | 1,857 | 1.02% | — | 627 | +69,017 | New | Q4 2025 | Feb 13, 2026 |
| Evanson Asset Management, LLC | History | Added to | 68,660 | 1,847 | 0.1% | 0.1% | 629 | +1,959 | 2.94% | Q4 2025 | Jan 12, 2026 |
| AMG National Trust Bank | History | Added to | 68,669 | 1,847 | 0.04% | 0.04% | 628 | +1,058 | 1.56% | Q4 2025 | Jan 30, 2026 |
| Avant Capital LLC | History | Added to | 68,433 | 1,841 | 1.26% | 1.27% | 630 | +109 | 0.16% | Q4 2025 | Feb 13, 2026 |
| RED REEF ADVISORS LLC | History | New | 68,258 | 1,836 | 1.87% | — | 631 | +68,258 | New | Q4 2025 | Apr 08, 2026 |
| Warwick Investment Management, Inc. | History | No change | 67,668 | 1,820 | 0.28% | 0.31% | 632 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 67,623 | 1,819 | 0.17% | 0.17% | 633 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 66,644 | 1,793 | 0.22% | 0.22% | 634 | -1,278 | -1.88% | Q4 2025 | Jan 27, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 66,475 | 1,788 | 0.12% | 0.12% | 635 | -2,475 | -3.59% | Q4 2025 | Jan 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 66,187 | 1,781 | 0.11% | 0.12% | 636 | -7,180 | -9.79% | Q4 2025 | Feb 10, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 66,166 | 1,780 | 0.24% | 0.24% | 637 | -153 | -0.23% | Q4 2025 | Jan 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 66,135 | 1,779 | 0.07% | 0.08% | 638 | -8,356 | -11.22% | Q4 2025 | Feb 06, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 66,088 | 1,778 | 1.0% | 1.01% | 639 | +86 | 0.13% | Q4 2025 | Jan 14, 2026 |
| Seneca House Advisors | History | Added to | 65,710 | 1,768 | 0.66% | 0.61% | 640 | +8,597 | 15.05% | Q4 2025 | Feb 17, 2026 |
| WIN ADVISORS, INC | History | Reduced | 65,546 | 1,763 | 0.75% | 1.32% | 641 | -37,336 | -36.29% | Q4 2025 | Feb 04, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 65,365 | 1,758 | 0.0% | 0.0% | 642 | -5,031 | -7.15% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 64,718 | 1,742 | 0.05% | 0.05% | 643 | +1,309 | 2.06% | Q4 2025 | Feb 02, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 64,723 | 1,741 | 0.25% | 0.24% | 644 | +1,253 | 1.97% | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 64,666 | 1,740 | 0.01% | 0.0% | 645 | +44,377 | 218.72% | Q4 2025 | Feb 02, 2026 |
| Northwest Bancshares, Inc. | History | No change | 64,053 | 1,723 | 0.33% | 0.28% | 646 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Burk Holdings LLC | History | Reduced | 63,814 | 1,717 | 0.82% | 0.91% | 647 | -668 | -1.04% | Q4 2025 | Feb 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 63,570 | 1,711 | 0.19% | 0.19% | 648 | -114 | -0.18% | Q4 2025 | Jan 21, 2026 |
| Womack Financial LLC | History | Added to | 63,393 | 1,705 | 1.26% | 0.97% | 649 | +14,791 | 30.43% | Q4 2025 | Feb 10, 2026 |
| Ironwood Financial, llc | History | Reduced | 61,547 | 1,690 | 0.29% | 0.3% | 650 | -2,293 | -3.59% | Q4 2025 | Jan 15, 2026 |
| Human Investing LLC | History | Reduced | 62,767 | 1,689 | 0.24% | 0.25% | 651 | -1,578 | -2.45% | Q4 2025 | Jan 27, 2026 |
| VANGUARD GROUP INC | History | Added to | 62,486 | 1,681 | 0.0% | 0.0% | 652 | +18,168 | 40.99% | Q4 2025 | Jan 29, 2026 |
| Weaver Capital Management LLC | History | Reduced | 62,431 | 1,680 | 0.35% | 0.39% | 653 | -5,110 | -7.57% | Q4 2025 | Jan 22, 2026 |
| Passive Capital Management, LLC. | History | Added to | 62,330 | 1,677 | 0.52% | 0.51% | 654 | +3,164 | 5.35% | Q4 2025 | Feb 05, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 62,185 | 1,673 | 0.0% | 0.01% | 655 | -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% | 656 | +259 | 0.42% | Q4 2025 | Feb 10, 2026 |
| IFG Advisory, LLC | History | Added to | 61,974 | 1,667 | 0.07% | 0.07% | 657 | +1,356 | 2.24% | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 61,858 | 1,664 | 0.03% | 0.03% | 658 | -1,791 | -2.81% | Q4 2025 | Feb 04, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 61,753 | 1,661 | 0.16% | 0.15% | 659 | +3,292 | 5.63% | Q4 2025 | Feb 17, 2026 |
| Millennium Capital Advisors, LLC | History | Reduced | 61,504 | 1,655 | 0.98% | 0.99% | 660 | -442 | -0.71% | Q4 2025 | Feb 05, 2026 |
| Family Manage LLC | History | Reduced | 61,278 | 1,648 | 0.21% | 0.22% | 661 | -401 | -0.65% | Q4 2025 | Feb 17, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 61,024 | 1,642 | 0.23% | 0.24% | 662 | -1,326 | -2.13% | Q4 2025 | Jan 23, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 60,990 | 1,641 | 0.17% | 0.13% | 664 | +2,340 | 3.99% | Q4 2025 | Jan 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 60,276 | 1,641 | 0.17% | 0.18% | 663 | -2,052 | -3.29% | Q4 2025 | Jan 12, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 60,773 | 1,635 | 0.63% | — | 665 | +60,773 | New | Q4 2025 | Feb 06, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 60,747 | 1,634 | 0.58% | 0.59% | 666 | -2,005 | -3.2% | Q4 2025 | Jan 21, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 60,657 | 1,634 | 0.76% | 0.8% | 667 | -890 | -1.45% | Q4 2025 | Jan 22, 2026 |
| CWC Advisors, LLC. | History | Reduced | 60,624 | 1,631 | 0.79% | 0.78% | 668 | -222 | -0.36% | Q4 2025 | Jan 26, 2026 |
| Jefferies Financial Group Inc. | History | No change | 60,288 | 1,622 | 0.01% | 0.01% | 669 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Capital Management Associates, Inc | History | Reduced | 60,088 | 1,616 | 0.36% | 0.52% | 670 | -12,728 | -17.48% | Q4 2025 | Jan 21, 2026 |
| Virtue Capital Management, LLC | History | Added to | 58,891 | 1,588 | 0.24% | 0.14% | 671 | +49,997 | 562.14% | Q4 2025 | Feb 18, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 58,944 | 1,586 | 0.12% | — | 672 | +58,944 | New | Q4 2025 | Feb 09, 2026 |
| Evolution Advisers, Inc. | History | Added to | 58,899 | 1,584 | 0.69% | 0.66% | 673 | +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% | 674 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Heritage Trust Co | History | Reduced | 58,489 | 1,573 | 0.16% | 0.21% | 675 | -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% | 676 | +1,636 | 2.89% | Q4 2025 | Jan 09, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 58,060 | 1,562 | 0.03% | 0.03% | 677 | -760 | -1.29% | Q4 2025 | Jan 28, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 57,752 | 1,554 | 0.4% | 0.41% | 678 | -2,209 | -3.68% | Q4 2025 | Jan 22, 2026 |
| Trust Point Inc. | History | Added to | 57,413 | 1,544 | 0.12% | 0.11% | 679 | +4,843 | 9.21% | Q4 2025 | Jan 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 57,177 | 1,538 | 0.01% | — | 680 | +57,177 | New | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 57,142 | 1,537 | 0.02% | 0.02% | 681 | +2,425 | 4.43% | Q4 2025 | Feb 09, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 56,768 | 1,527 | 0.2% | 0.27% | 682 | -19,574 | -25.64% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 56,616 | 1,523 | 0.16% | 0.18% | 683 | -2,220 | -3.77% | Q4 2025 | Feb 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 56,430 | 1,518 | 0.23% | 0.07% | 684 | +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% | 685 | +1,825 | 3.35% | Q4 2025 | Feb 13, 2026 |
| GenWealth Group, Inc. | History | Reduced | 55,343 | 1,513 | 0.26% | 0.28% | 686 | -1,728 | -3.03% | Q4 2025 | Jan 12, 2026 |
| Breakwater Investment Management | History | Reduced | 55,893 | 1,504 | 0.54% | 0.59% | 687 | -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% | 689 | +24,575 | 78.72% | Q4 2025 | Feb 11, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 55,793 | 1,501 | 0.12% | 0.13% | 688 | -755 | -1.34% | Q4 2025 | Jan 23, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 55,550 | 1,494 | 0.82% | 0.86% | 690 | -1,032 | -1.82% | Q4 2025 | Jan 12, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 55,499 | 1,493 | 0.05% | 0.05% | 691 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 54,315 | 1,473 | 0.39% | 0.58% | 692 | -9,265 | -14.57% | Q4 2025 | Jan 27, 2026 |
| Texas Yale Capital Corp. | History | Added to | 54,719 | 1,472 | 0.04% | 0.05% | 693 | +64 | 0.12% | Q4 2025 | Feb 10, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 54,524 | 1,467 | 0.4% | 0.43% | 694 | -2,484 | -4.36% | Q4 2025 | Jan 27, 2026 |
| KLCM Advisors, Inc. | History | New | 54,107 | 1,456 | 0.13% | — | 695 | +54,107 | New | Q4 2025 | Feb 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 53,684 | 1,455 | 0.06% | 0.07% | 696 | +9,437 | 21.33% | Q4 2025 | Feb 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 52,773 | 1,447 | 0.03% | 0.03% | 697 | +2,257 | 4.47% | Q4 2025 | Jan 29, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 53,609 | 1,442 | 1.25% | — | 698 | +53,609 | New | Q4 2025 | Feb 10, 2026 |
| HOWE & RUSLING INC | History | Added to | 53,284 | 1,433 | 0.09% | 0.08% | 699 | +9,039 | 20.43% | Q4 2025 | Feb 17, 2026 |
| CGN Advisors LLC | History | Reduced | 52,837 | 1,421 | 0.11% | 0.13% | 700 | -5,415 | -9.3% | Q4 2025 | Jan 05, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 52,413 | 1,410 | 0.11% | 0.12% | 701 | +32 | 0.06% | Q4 2025 | Feb 04, 2026 |
| Vanguard Capital Wealth Advisors | History | Reduced | 52,136 | 1,402 | 1.12% | 1.14% | 702 | -1,978 | -3.66% | Q4 2025 | Jan 16, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 51,526 | 1,386 | 0.03% | 0.04% | 703 | -7,879 | -13.26% | Q4 2025 | Feb 13, 2026 |
| SLT Holdings LLC | History | No change | 51,254 | 1,379 | 0.89% | 0.87% | 704 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Compound Planning, Inc. | History | Added to | 50,919 | 1,370 | 0.04% | 0.03% | 705 | +11,398 | 28.84% | Q4 2025 | Feb 19, 2026 |
| Veery Capital, LLC | History | Reduced | 50,193 | 1,350 | 0.41% | 0.42% | 706 | -533 | -1.05% | Q4 2025 | Jan 27, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 50,068 | 1,347 | 0.67% | 0.72% | 707 | +150 | 0.3% | Q4 2025 | Feb 11, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 49,925 | 1,343 | 0.43% | 0.2% | 708 | +4,238 | 9.28% | Q4 2025 | Jan 27, 2026 |
| Edgestream Partners, L.P. | History | New | 49,847 | 1,341 | 0.04% | — | 709 | +49,847 | New | Q4 2025 | Feb 13, 2026 |
| Vernal Point Advisors, LLC | History | No change | 49,806 | 1,340 | 0.55% | 0.57% | 710 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clayton Financial Group LLC | History | Added to | 49,587 | 1,334 | 0.68% | 0.37% | 711 | +30,112 | 154.62% | Q4 2025 | Jan 21, 2026 |
| Baird Financial Group, Inc. | History | Added to | 49,538 | 1,333 | 0.0% | 0.0% | 712 | +12,206 | 32.7% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 49,372 | 1,328 | 0.03% | 0.03% | 713 | +6 | 0.01% | Q4 2025 | Jan 27, 2026 |
| Ariadne Wealth Management, LP | History | No change | 49,482 | 1,328 | 0.55% | 0.59% | 714 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 49,201 | 1,324 | 0.1% | 0.09% | 715 | -470 | -0.95% | Q4 2025 | Jan 23, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 48,307 | 1,322 | 0.15% | 0.16% | 716 | -2,174 | -4.31% | Q4 2025 | Feb 13, 2026 |
| BFSG, LLC | History | Added to | 49,029 | 1,319 | 0.13% | 0.12% | 717 | +374 | 0.77% | Q4 2025 | Jan 22, 2026 |
| Flagship Capital Management Inc. | History | New | 49,006 | 1,318 | 0.93% | — | 718 | +49,006 | New | Q4 2025 | Jan 22, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Reduced | 48,580 | 1,307 | 0.24% | 0.24% | 719 | -221 | -0.45% | Q4 2025 | Feb 09, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 48,482 | 1,304 | 0.46% | 0.46% | 720 | -161 | -0.33% | Q4 2025 | Jan 23, 2026 |
| Balboa Wealth Partners | History | Added to | 48,444 | 1,303 | 0.22% | 0.12% | 721 | +23,116 | 91.27% | Q4 2025 | Jan 16, 2026 |
| Carnegie Investment Counsel | History | Added to | 48,404 | 1,302 | 0.02% | 0.02% | 722 | +11,294 | 30.43% | Q4 2025 | Jan 23, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 48,358 | 1,301 | 0.15% | 0.16% | 723 | -2,667 | -5.23% | Q4 2025 | Jan 27, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 47,977 | 1,291 | 0.48% | 0.49% | 724 | +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% | 725 | +3,943 | 9.09% | Q4 2025 | Feb 10, 2026 |
| Amicus Financial Advisors, LLC | History | New | 46,856 | 1,260 | 0.35% | — | 726 | +46,856 | New | Q4 2025 | Mar 02, 2026 |
| Diversified Trust Co | History | No change | 46,788 | 1,259 | 0.02% | 0.02% | 727 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| COMERICA BANK | History | Reduced | 46,715 | 1,257 | 0.01% | 0.0% | 728 | -673 | -1.42% | Q4 2025 | Jan 29, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 46,315 | 1,246 | 0.81% | — | 729 | +46,315 | New | Q4 2025 | Apr 02, 2026 |
| Lynx Investment Advisory | History | Added to | 46,217 | 1,243 | 0.68% | 0.66% | 730 | +4,176 | 9.93% | Q4 2025 | Feb 05, 2026 |
| Cambridge Advisors Inc. | History | Added to | 46,083 | 1,240 | 0.24% | 0.2% | 731 | +7,679 | 20.0% | Q4 2025 | Jan 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 45,923 | 1,235 | 0.01% | 0.0% | 732 | +29,026 | 171.78% | Q4 2025 | Feb 09, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 45,640 | 1,228 | 0.1% | 0.1% | 733 | -938 | -2.01% | Q4 2025 | Feb 13, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 45,437 | 1,223 | 0.98% | 0.96% | 734 | -2,876 | -5.95% | Q4 2025 | Jan 08, 2026 |
| Crewe Advisors LLC | History | Reduced | 45,411 | 1,222 | 0.11% | 0.12% | 735 | -3,961 | -8.02% | Q4 2025 | Jan 16, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Added to | 45,378 | 1,221 | 0.78% | 0.79% | 736 | +58 | 0.13% | Q4 2025 | Jan 12, 2026 |
| Michels Family Financial, LLC | History | Reduced | 45,072 | 1,212 | 0.89% | 0.93% | 737 | -89 | -0.2% | Q4 2025 | Feb 19, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 44,790 | 1,205 | 0.16% | 0.17% | 738 | -1,273 | -2.76% | Q4 2025 | Jan 23, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 44,749 | 1,204 | 0.46% | 0.48% | 739 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 44,611 | 1,200 | 0.24% | 0.07% | 740 | +33,133 | 288.67% | Q4 2025 | Jan 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 44,577 | 1,199 | 0.14% | 0.14% | 741 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Signet Private Wealth LLC | History | New | 44,203 | 1,189 | 1.14% | — | 742 | +44,203 | New | Q4 2025 | Feb 11, 2026 |
| Everstar Asset Management, LLC | History | Added to | 44,065 | 1,185 | 0.64% | 0.66% | 743 | +3 | 0.01% | Q4 2025 | Feb 05, 2026 |
| Aurora Private Wealth, Inc. | History | New | 43,988 | 1,184 | 0.78% | — | 744 | +43,988 | New | Q4 2025 | Feb 02, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 43,918 | 1,183 | 1.0% | — | 745 | +43,918 | New | Q4 2025 | Jan 20, 2026 |
| Directional Asset Management | History | New | 43,700 | 1,175 | 1.03% | — | 746 | +43,700 | New | Q4 2025 | Jan 29, 2026 |
| Retirement Planning Group, LLC | History | Added to | 43,638 | 1,174 | 0.04% | 0.04% | 747 | +1,688 | 4.02% | Q4 2025 | Feb 03, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 43,015 | 1,166 | 0.08% | 0.17% | 748 | -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% | 750 | +4,322 | 11.07% | Q4 2025 | Jan 20, 2026 |
| ORG Partners LLC | History | Reduced | 43,332 | 1,166 | 0.21% | 0.21% | 749 | -900 | -2.03% | Q4 2025 | Jan 14, 2026 |
| ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC | History | Reduced | 43,354 | 1,166 | 1.05% | 1.0% | 751 | -614 | -1.4% | Q4 2025 | Feb 13, 2026 |
| SACHEM HILL LLC | History | Reduced | 43,184 | 1,162 | 0.23% | 0.23% | 752 | -188 | -0.43% | Q4 2025 | Feb 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 43,160 | 1,161 | 0.02% | 0.02% | 753 | +2,186 | 5.34% | Q4 2025 | Feb 03, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 29,221 | 1,158 | 0.56% | — | 754 | +29,221 | New | Q4 2025 | Jan 09, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 42,787 | 1,151 | 0.68% | 0.63% | 755 | +1,381 | 3.34% | Q4 2025 | Jan 21, 2026 |
| Compass Advisory Group LLC | History | Reduced | 42,759 | 1,150 | 0.31% | 0.32% | 756 | -175 | -0.41% | Q4 2025 | Jan 21, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 42,715 | 1,149 | 0.03% | 0.03% | 757 | -458 | -1.06% | Q4 2025 | Feb 05, 2026 |
| CDKV HOLDINGS LLC | History | New | 42,519 | 1,144 | 0.96% | — | 758 | +42,519 | New | Q4 2025 | Feb 17, 2026 |
| Unify Financial Advisors | History | New | 42,459 | 1,142 | 1.19% | — | 760 | +42,459 | New | Q4 2025 | Apr 08, 2026 |
| Hardin Capital Partners, LLC | History | Reduced | 42,443 | 1,142 | 0.54% | 0.62% | 759 | -1,636 | -3.71% | Q4 2025 | Jan 09, 2026 |
| Joule Financial, LLC | History | Reduced | 42,383 | 1,140 | 0.34% | 0.34% | 761 | -459 | -1.07% | Q4 2025 | Jan 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 42,245 | 1,136 | 0.03% | 0.24% | 762 | -285,415 | -87.11% | Q4 2025 | Feb 17, 2026 |
| Orcam Financial Group | History | Added to | 41,725 | 1,122 | 0.84% | 0.89% | 763 | +5 | 0.01% | Q4 2025 | Feb 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 41,613 | 1,119 | 0.0% | 0.0% | 764 | +4,590 | 12.4% | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 40,998 | 1,103 | 1.1% | — | 765 | +40,998 | New | Q4 2025 | Feb 19, 2026 |
| Noble Family Wealth, LLC | History | No change | 40,905 | 1,100 | 0.23% | 0.24% | 766 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Econ Financial Services Corp | History | Reduced | 40,720 | 1,095 | 0.55% | 0.56% | 767 | -1,740 | -4.1% | Q4 2025 | Jan 15, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 40,620 | 1,093 | 0.5% | — | 768 | +40,620 | New | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 40,439 | 1,088 | 0.0% | 0.0% | 769 | +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% | 770 | +252 | 0.63% | Q4 2025 | Feb 18, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 40,103 | 1,079 | 0.03% | 0.04% | 771 | -7,108 | -15.06% | Q4 2025 | Feb 02, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 40,092 | 1,078 | 0.14% | 0.14% | 773 | +855 | 2.18% | Q4 2025 | Jan 15, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 40,075 | 1,078 | 0.19% | 0.2% | 772 | -337 | -0.83% | Q4 2025 | Jan 09, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 39,806 | 1,071 | 0.24% | 0.27% | 774 | -432 | -1.07% | Q4 2025 | Jan 21, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 39,698 | 1,068 | 0.73% | 0.75% | 775 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 39,675 | 1,067 | 0.14% | 0.14% | 776 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 39,590 | 1,065 | 0.02% | 0.02% | 777 | +6,447 | 19.45% | Q4 2025 | Feb 13, 2026 |
| DRAVO BAY LLC | History | Reduced | 39,562 | 1,064 | 0.44% | 0.52% | 778 | -5,039 | -11.3% | Q4 2025 | Jan 27, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 39,510 | 1,063 | 0.67% | 0.79% | 779 | -8,260 | -17.29% | Q4 2025 | Jan 14, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 39,446 | 1,061 | 0.29% | 0.29% | 780 | -314 | -0.79% | Q4 2025 | Feb 04, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 39,292 | 1,057 | 0.45% | — | 781 | +39,292 | New | Q4 2025 | Feb 24, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Added to | 39,101 | 1,052 | 0.21% | 0.19% | 782 | +1,709 | 4.57% | Q4 2025 | Feb 10, 2026 |
| CURIO WEALTH, LLC | History | Added to | 38,322 | 1,044 | 0.37% | 0.4% | 783 | +1,637 | 4.46% | Q4 2025 | Feb 11, 2026 |
| CURA WEALTH ADVISORS, LLC | History | No change | 38,754 | 1,042 | 0.39% | 0.39% | 784 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 38,676 | 1,040 | 0.01% | 0.01% | 785 | +6,224 | 19.18% | Q4 2025 | Jan 29, 2026 |
| XML Financial, LLC | History | Added to | 38,652 | 1,040 | 0.08% | 0.07% | 786 | +3,824 | 10.98% | Q4 2025 | Feb 11, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 38,649 | 1,040 | 0.24% | 0.24% | 787 | -370 | -0.95% | Q4 2025 | Jan 16, 2026 |
| FARMERS TRUST CO | History | No change | 38,616 | 1,039 | 0.17% | 0.18% | 788 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 38,321 | 1,031 | 0.46% | 0.48% | 789 | -3,714 | -8.84% | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 38,243 | 1,029 | 0.05% | 0.05% | 790 | +10,093 | 35.85% | Q4 2025 | Feb 10, 2026 |
| Independent Advisor Alliance | History | Added to | 37,957 | 1,021 | 0.02% | 0.02% | 791 | +2,648 | 7.5% | Q4 2025 | Feb 04, 2026 |
| Argos Wealth Advisors, LLC | History | New | 37,796 | 1,017 | 0.27% | — | 792 | +37,796 | New | Q4 2025 | Feb 04, 2026 |
| StoneX Group Inc. | History | Reduced | 37,622 | 1,012 | 0.04% | 0.05% | 793 | -2,859 | -7.06% | Q4 2025 | Feb 12, 2026 |
| Evensky & Katz LLC | History | Reduced | 37,574 | 1,011 | 0.06% | 0.06% | 794 | -331 | -0.87% | Q4 2025 | Feb 05, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 37,466 | 1,008 | 0.04% | 0.03% | 795 | +10,488 | 38.88% | Q4 2025 | Jan 16, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 37,435 | 1,007 | 0.23% | 0.24% | 796 | -864 | -2.26% | Q4 2025 | Jan 15, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 37,283 | 1,003 | 0.01% | 0.0% | 797 | +15,945 | 74.73% | Q4 2025 | Feb 17, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 37,218 | 1,001 | 0.21% | 0.2% | 798 | +2,753 | 7.99% | Q4 2025 | Jan 26, 2026 |
| Sovran Advisors, LLC | History | Reduced | 36,550 | 1,000 | 0.08% | 0.1% | 799 | -7,611 | -17.23% | Q4 2025 | Jan 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 36,918 | 993 | 0.06% | 0.05% | 800 | +4,799 | 14.94% | Q4 2025 | Feb 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 36,843 | 991 | 0.03% | 0.03% | 801 | +2,925 | 8.62% | Q4 2025 | Jan 12, 2026 |
| XTX Topco Ltd | History | Added to | 36,776 | 989 | 0.03% | 0.02% | 802 | +20,862 | 131.09% | Q4 2025 | Feb 17, 2026 |
| Pflug Koory, LLC | History | Added to | 36,557 | 983 | 0.46% | 0.41% | 803 | +4,026 | 12.38% | Q4 2025 | Jan 20, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 45,166 | 977 | 0.19% | 0.16% | 804 | +479 | 1.07% | Q4 2025 | Jan 28, 2026 |
| FF Advisors,LLC | History | No change | 36,210 | 974 | 0.43% | 0.46% | 805 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Piscataqua Savings Bank | History | New | 35,983 | 967 | 0.68% | — | 806 | +35,983 | New | Q4 2025 | Jan 16, 2026 |
| Mirador Capital Partners LP | History | Reduced | 35,908 | 966 | 0.13% | 0.14% | 807 | -2,106 | -5.54% | Q4 2025 | Jan 14, 2026 |
| Smith Salley Wealth Management | History | Added to | 35,831 | 964 | 0.05% | 0.05% | 808 | +1,260 | 3.64% | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 35,648 | 959 | 0.01% | 0.0% | 809 | +5,415 | 17.91% | Q4 2025 | Feb 12, 2026 |
| Firestone Capital Management | History | Reduced | 35,587 | 957 | 0.2% | 0.25% | 810 | -8,853 | -19.92% | Q4 2025 | Feb 09, 2026 |
| Walker Financial Services, Inc. | History | Reduced | 35,592 | 957 | 0.35% | 0.37% | 811 | -413 | -1.15% | Q4 2025 | Jan 28, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 35,504 | 955 | 0.33% | 0.36% | 812 | -569 | -1.58% | Q4 2025 | Jan 12, 2026 |
| Summit Asset Management, LLC | History | No change | 35,475 | 954 | 0.13% | 0.14% | 813 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Regal Investment Advisors LLC | History | Added to | 35,369 | 951 | 0.06% | 0.06% | 815 | +3,149 | 9.77% | Q4 2025 | Feb 17, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 35,368 | 951 | 0.43% | 0.39% | 814 | +2,720 | 8.33% | Q4 2025 | Feb 11, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 35,374 | 951 | 0.19% | 0.2% | 816 | -822 | -2.27% | Q4 2025 | Jan 14, 2026 |
| Heritage Investment Group, Inc. | History | No change | 35,289 | 949 | 0.14% | 0.15% | 817 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Composition Wealth, LLC | History | Added to | 35,042 | 942 | 0.01% | 0.01% | 818 | +20,911 | 147.98% | Q4 2025 | Feb 02, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 34,844 | 937 | 0.07% | 0.15% | 819 | -38,434 | -52.45% | Q4 2025 | Feb 05, 2026 |
| Covington Investment Advisors Inc. | History | Reduced | 34,606 | 931 | 0.13% | 0.12% | 820 | -1,604 | -4.43% | Q4 2025 | Feb 17, 2026 |
| Daytona Street Capital LLC | History | New | 34,593 | 930 | 0.72% | — | 821 | +34,593 | New | Q4 2025 | Jan 21, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 34,317 | 923 | 0.35% | 0.46% | 822 | -10,047 | -22.65% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 34,267 | 922 | 0.02% | 0.01% | 823 | +20,928 | 156.89% | Q4 2025 | Jan 23, 2026 |
| Advisor Resource Council | History | New | 33,505 | 918 | 0.33% | — | 824 | +33,505 | New | Q4 2025 | Feb 10, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 34,128 | 918 | 0.36% | 0.37% | 825 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 33,832 | 910 | 0.14% | 0.14% | 826 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 33,565 | 903 | 0.0% | 0.0% | 827 | -38,443 | -53.39% | Q4 2025 | Feb 17, 2026 |
| ENTREWEALTH, LLC | History | New | 33,093 | 901 | 0.41% | — | 829 | +33,093 | New | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 33,515 | 901 | 0.03% | 0.03% | 828 | +2,928 | 9.57% | Q4 2025 | Jan 14, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 33,345 | 897 | 0.06% | 0.05% | 830 | +3,000 | 9.89% | Q4 2025 | Jan 21, 2026 |
| Claro Advisors Inc. | History | Reduced | 33,370 | 897 | 0.12% | 0.13% | 831 | -327 | -0.97% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 33,177 | 892 | 0.26% | 0.25% | 832 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Anfield Capital Management, LLC | History | Added to | 32,710 | 880 | 0.28% | 0.25% | 833 | +98 | 0.3% | Q4 2025 | Feb 03, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Added to | 32,732 | 880 | 0.19% | 0.19% | 834 | +53 | 0.16% | Q4 2025 | Jan 26, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Reduced | 32,576 | 876 | 0.34% | 0.66% | 835 | -30,987 | -48.75% | Q4 2025 | Feb 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 32,563 | 876 | 0.02% | 0.01% | 836 | +5,371 | 19.75% | Q4 2025 | Feb 10, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 32,538 | 875 | 0.2% | 0.23% | 837 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 32,450 | 873 | 0.0% | — | 838 | +32,450 | New | Q4 2025 | Feb 17, 2026 |
| SVRN Asset Management, LLC | History | New | 32,400 | 871 | 0.72% | — | 840 | +32,400 | New | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 32,371 | 871 | 0.03% | 0.03% | 839 | -4,256 | -11.62% | Q4 2025 | Feb 13, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 31,915 | 870 | 0.33% | 0.44% | 841 | -5,491 | -14.68% | Q4 2025 | Feb 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 32,229 | 867 | 0.01% | — | 842 | +32,229 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 32,200 | 866 | 0.0% | 0.0% | 843 | -24,352 | -43.06% | Q4 2025 | Feb 17, 2026 |
| Security Financial Services, INC. | History | No change | 32,187 | 866 | 0.14% | 0.14% | 844 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 32,015 | 861 | 0.16% | 0.16% | 845 | +290 | 0.91% | Q4 2025 | Jan 26, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 31,918 | 858 | 0.26% | 0.28% | 846 | -1,261 | -3.8% | Q4 2025 | Jan 23, 2026 |
| Rede Wealth, LLC | History | New | 31,782 | 855 | 0.3% | — | 847 | +31,782 | New | Q4 2025 | Jan 23, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 31,556 | 849 | 0.02% | 0.02% | 848 | +23 | 0.07% | Q4 2025 | Feb 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 31,485 | 847 | 0.01% | 0.0% | 849 | +11,648 | 58.72% | Q4 2025 | Jan 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 31,279 | 841 | 0.01% | 0.01% | 850 | +14 | 0.04% | Q4 2025 | Jan 30, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 31,215 | 839 | 0.09% | 0.1% | 851 | -535 | -1.69% | Q4 2025 | Feb 04, 2026 |
| Chesapeake Wealth Management | History | No change | 30,975 | 833 | 0.25% | 0.25% | 852 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Klingman & Associates, LLC | History | Reduced | 30,778 | 828 | 0.04% | 0.04% | 853 | -1,806 | -5.54% | Q4 2025 | Jan 29, 2026 |
| Francis Financial, Inc. | History | Added to | 30,634 | 824 | 0.16% | 0.07% | 854 | +15,346 | 100.38% | Q4 2025 | Feb 11, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 30,641 | 824 | 0.24% | 0.25% | 855 | +58 | 0.19% | Q4 2025 | Jan 20, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 30,547 | 822 | 0.31% | 0.32% | 856 | +91 | 0.3% | Q4 2025 | Jan 21, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 30,517 | 821 | 0.54% | 0.58% | 858 | -675 | -2.16% | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 30,521 | 821 | 0.06% | 0.06% | 857 | -508 | -1.64% | Q4 2025 | Feb 13, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 30,426 | 818 | 0.08% | 0.1% | 859 | -3,219 | -9.57% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | New | 30,395 | 817 | 0.02% | — | 860 | +30,395 | New | Q4 2025 | Feb 13, 2026 |
| LifePlan Financial, LLC | History | Reduced | 30,294 | 815 | 0.63% | 0.66% | 861 | -1,206 | -3.83% | Q4 2025 | Jan 20, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 30,306 | 815 | 0.22% | 0.25% | 862 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 30,272 | 814 | 0.01% | 0.01% | 863 | +2,321 | 8.3% | Q4 2025 | Feb 13, 2026 |
| Tactive Advisors, LLC | History | Added to | 30,141 | 811 | 0.24% | 0.12% | 864 | +13,887 | 85.44% | Q4 2025 | Jan 09, 2026 |
| Davis Wealth Advisors, LLC | History | New | 29,999 | 807 | 0.67% | — | 865 | +29,999 | New | Q4 2025 | Feb 17, 2026 |
| Jacobsen Capital Management | History | Reduced | 29,751 | 800 | 0.26% | 0.36% | 866 | -10,179 | -25.49% | Q4 2025 | Jan 26, 2026 |
| GREENLEAF TRUST | History | No change | 29,724 | 799 | 0.01% | 0.01% | 867 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 29,605 | 796 | 0.12% | 0.12% | 868 | -729 | -2.4% | Q4 2025 | Feb 12, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 29,378 | 795 | 0.05% | 0.06% | 869 | -1,010 | -3.32% | Q4 2025 | Jan 23, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 29,557 | 795 | 0.21% | 0.21% | 870 | -200 | -0.67% | Q4 2025 | Jan 07, 2026 |
| Continuum Advisory, LLC | History | Reduced | 29,403 | 791 | 0.08% | 0.09% | 871 | -1,520 | -4.92% | Q4 2025 | Feb 11, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 29,335 | 789 | 0.08% | 0.1% | 872 | -729 | -2.42% | Q4 2025 | Jan 28, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 29,246 | 787 | 0.05% | — | 874 | +29,246 | New | Q4 2025 | Feb 09, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 29,249 | 787 | 0.07% | 0.07% | 873 | -1 | -0.0% | Q4 2025 | Jan 29, 2026 |
| Catalyst Investment Management LLC | History | New | 29,218 | 786 | 0.74% | — | 875 | +29,218 | New | Q4 2025 | Feb 20, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 29,171 | 784 | 0.02% | 0.02% | 876 | -3,375 | -10.37% | Q4 2025 | Feb 12, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 29,092 | 782 | 0.11% | — | 877 | +29,092 | New | Q4 2025 | Feb 13, 2026 |
| Single Point Partners, LLC | History | No change | 29,072 | 782 | 0.15% | 0.16% | 878 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 28,721 | 772 | 0.09% | 0.08% | 879 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TFR Capital, LLC. | History | Added to | 28,653 | 771 | 0.26% | 0.25% | 880 | +53 | 0.19% | Q4 2025 | Jan 27, 2026 |
| HCR Wealth Advisors | History | Added to | 28,562 | 768 | 0.08% | 0.07% | 881 | +1,358 | 4.99% | Q4 2025 | Jan 27, 2026 |
| WestHill Financial Advisors, Inc. | History | No change | 28,492 | 766 | 0.15% | 0.15% | 882 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GS Investments, Inc. | History | No change | 28,435 | 765 | 0.42% | 0.37% | 883 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 28,455 | 765 | 0.13% | 0.13% | 884 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 28,299 | 761 | 0.28% | 0.29% | 885 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Impact Capital Partners LLC | History | Added to | 27,985 | 753 | 0.22% | 0.22% | 886 | +83 | 0.3% | Q4 2025 | Jan 07, 2026 |
| SMITH, MOORE & CO. | History | Added to | 27,975 | 752 | 0.06% | 0.06% | 887 | +132 | 0.47% | Q4 2025 | Jan 23, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 27,922 | 751 | 0.05% | 0.05% | 888 | +1,214 | 4.55% | Q4 2025 | Feb 23, 2026 |
| M&T BANK CORP | History | Reduced | 27,692 | 745 | 0.0% | 0.0% | 889 | -81 | -0.29% | Q4 2025 | Jan 30, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 27,662 | 744 | 0.26% | 0.1% | 890 | +18,362 | 197.44% | Q4 2025 | Feb 06, 2026 |
| Pacific Park Financial, Inc. | History | New | 27,380 | 736 | 0.46% | — | 892 | +27,380 | New | Q4 2025 | Jan 30, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 27,140 | 736 | 0.2% | 0.24% | 891 | -3,292 | -10.82% | Q4 2025 | Jan 14, 2026 |
| HARTLINE INVESTMENT CORP/ | History | Added to | 26,798 | 721 | 0.08% | 0.07% | 893 | +934 | 3.61% | Q4 2025 | Feb 09, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 26,705 | 718 | 0.02% | 0.03% | 894 | +26 | 0.1% | Q4 2025 | Jan 30, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 26,564 | 714 | 0.04% | — | 895 | +26,564 | New | Q4 2025 | Feb 10, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 26,075 | 714 | 0.09% | 0.11% | 896 | -4,564 | -14.9% | Q4 2025 | Jan 14, 2026 |
| Ascent Group, LLC | History | Added to | 26,499 | 713 | 0.02% | 0.02% | 898 | +505 | 1.94% | Q4 2025 | Jan 20, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 26,500 | 713 | 0.09% | 0.09% | 897 | +63 | 0.24% | Q4 2025 | Feb 13, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 26,014 | 712 | 0.35% | 0.36% | 900 | +638 | 2.51% | Q4 2025 | Feb 10, 2026 |
| Goldstein Advisors, LLC | History | Added to | 26,484 | 712 | 0.08% | 0.08% | 901 | +401 | 1.54% | Q4 2025 | Feb 10, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 26,464 | 712 | 0.09% | 0.1% | 899 | -400 | -1.49% | Q4 2025 | Feb 13, 2026 |
| Trek Financial, LLC | History | Added to | 26,405 | 710 | 0.04% | 0.04% | 902 | +2,895 | 12.31% | Q4 2025 | Feb 04, 2026 |
| American Trust | History | Reduced | 26,280 | 707 | 0.06% | 0.09% | 903 | -13,085 | -33.24% | Q4 2025 | Feb 17, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 26,178 | 704 | 0.63% | — | 904 | +26,178 | New | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 26,034 | 700 | 0.37% | 0.3% | 905 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fiduciary Alliance LLC | History | Added to | 25,942 | 698 | 0.05% | 0.05% | 906 | +2 | 0.01% | Q4 2025 | Jan 22, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 25,846 | 695 | 0.01% | 0.02% | 907 | -852 | -3.19% | Q4 2025 | Feb 03, 2026 |
| Mason & Associates, LLC | History | Reduced | 25,671 | 690 | 0.16% | 0.17% | 908 | -2,798 | -9.83% | Q4 2025 | Jan 21, 2026 |
| Elevated Financial Group LLC | History | New | 25,509 | 686 | 0.24% | — | 909 | +25,509 | New | Q4 2025 | Jan 29, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 25,411 | 683 | 0.04% | 0.04% | 910 | +63 | 0.25% | Q4 2025 | Jan 21, 2026 |
| John W. Brooker & Co., CPAs | History | Reduced | 25,138 | 676 | 1.21% | 2.08% | 911 | -13,686 | -35.25% | Q4 2025 | Jan 13, 2026 |
| ATLas Financial Planning LLC | History | New | 25,094 | 675 | 0.66% | — | 912 | +25,094 | New | Q4 2025 | Feb 17, 2026 |
| Torren Management, LLC | History | New | 25,069 | 674 | 0.34% | — | 915 | +25,069 | New | Q4 2025 | Jan 30, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 25,059 | 674 | 0.19% | 0.17% | 914 | +3,489 | 16.18% | Q4 2025 | Feb 09, 2026 |
| Gibson Capital, LLC | History | No change | 25,049 | 674 | 0.12% | 0.12% | 913 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Slow Capital, Inc. | History | Reduced | 25,022 | 673 | 0.08% | 0.08% | 916 | -357 | -1.41% | Q4 2025 | Jan 26, 2026 |
| Plan A Wealth LLC | History | Reduced | 25,030 | 673 | 0.33% | 0.34% | 917 | -306 | -1.21% | Q4 2025 | Feb 06, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 24,865 | 669 | 0.03% | 0.04% | 918 | -205 | -0.82% | Q4 2025 | Mar 04, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 24,785 | 666 | 0.03% | 0.03% | 919 | +795 | 3.31% | Q4 2025 | Jan 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 24,725 | 665 | 0.04% | 0.05% | 920 | -9,861 | -28.51% | Q4 2025 | Feb 06, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | New | 24,699 | 664 | 0.21% | — | 921 | +24,699 | New | Q4 2025 | Feb 02, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 24,639 | 663 | 0.09% | 0.1% | 922 | -634 | -2.51% | Q4 2025 | Feb 10, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 24,515 | 659 | 0.03% | 0.03% | 923 | -305 | -1.23% | Q4 2025 | Jan 27, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 82,127 | 654 | 0.13% | 0.13% | 924 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 24,189 | 650 | 0.2% | 0.13% | 925 | +7,620 | 45.99% | Q4 2025 | Feb 10, 2026 |
| Drake & Associates, LLC | History | No change | 24,084 | 648 | 0.13% | 0.13% | 926 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| BENNETT SELBY INVESTMENTS LP | History | Added to | 23,963 | 644 | 0.21% | 0.11% | 927 | +11,351 | 90.0% | Q4 2025 | Jan 08, 2026 |
| Northwest Capital Management Inc | History | Reduced | 23,875 | 642 | 2.78% | 8.63% | 929 | -287,764 | -92.34% | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | New | 23,858 | 642 | 0.02% | — | 928 | +23,858 | New | Q4 2025 | Feb 12, 2026 |
| Williams & Novak, LLC | History | Reduced | 23,818 | 640 | 0.48% | 0.49% | 931 | -452 | -1.86% | Q4 2025 | Feb 05, 2026 |
| Resurgent Financial Advisors LLC | History | No change | 23,790 | 640 | 0.32% | 0.31% | 930 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clarius Group, LLC | History | No change | 23,712 | 638 | 0.04% | 0.04% | 932 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 23,662 | 636 | 0.04% | 0.05% | 933 | -3,065 | -11.47% | Q4 2025 | Jan 08, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | No change | 23,541 | 633 | 0.2% | 0.19% | 934 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 23,449 | 631 | 0.03% | 0.05% | 935 | -12,212 | -34.24% | Q4 2025 | Feb 13, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 23,086 | 621 | 0.24% | 0.25% | 936 | -807 | -3.38% | Q4 2025 | Feb 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 23,064 | 620 | 0.03% | 0.04% | 937 | -2,348 | -9.24% | Q4 2025 | Jan 28, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 22,986 | 618 | 0.0% | 0.0% | 938 | -1,248 | -5.15% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 22,980 | 618 | 0.03% | 0.03% | 939 | +62 | 0.27% | Q4 2025 | Jan 26, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 22,827 | 614 | 0.03% | 0.03% | 940 | +4 | 0.02% | Q4 2025 | Feb 12, 2026 |
| Brio Consultants, LLC | History | Added to | 22,704 | 610 | 0.08% | 0.08% | 941 | +1,676 | 7.97% | Q4 2025 | Feb 04, 2026 |
| Capasso Planning Partners LLC | History | Reduced | 22,664 | 609 | 0.33% | 0.45% | 942 | -5,251 | -18.81% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 22,574 | 607 | 0.01% | 0.01% | 943 | -1,071 | -4.53% | Q4 2025 | Jan 16, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 22,412 | 603 | 0.19% | — | 945 | +22,388 | 93283.33% | Q4 2025 | Feb 17, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 22,370 | 603 | 0.1% | 0.1% | 944 | +62 | 0.28% | Q4 2025 | Jan 08, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 22,348 | 601 | 0.25% | 0.25% | 946 | -2 | -0.01% | Q4 2025 | Jan 28, 2026 |
| Heritage Financial Services, LLC | History | No change | 22,274 | 599 | 0.05% | 0.05% | 947 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PIONEER TRUST BANK N A/OR | History | No change | 22,222 | 597 | 0.14% | 0.14% | 948 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Vident Advisory, LLC | History | Added to | 22,124 | 595 | 0.01% | 0.0% | 949 | +3,868 | 21.19% | Q4 2025 | Feb 18, 2026 |
| Leo Wealth, LLC | History | New | 21,945 | 590 | 0.04% | — | 950 | +21,945 | New | Q4 2025 | Jan 21, 2026 |
| Kure Advisory, LLC | History | New | 21,746 | 585 | 0.33% | — | 951 | +21,746 | New | Q4 2025 | Jan 08, 2026 |
| Stembrook Asset Management, LLC | History | New | 21,672 | 583 | 0.55% | — | 952 | +21,672 | New | Q4 2025 | Feb 13, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 21,642 | 582 | 0.08% | 0.09% | 953 | -952 | -4.21% | Q4 2025 | Feb 06, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 21,519 | 579 | 0.02% | 0.02% | 954 | -464 | -2.11% | Q4 2025 | Feb 17, 2026 |
| CERTUITY, LLC | History | Added to | 21,384 | 575 | 0.04% | 0.04% | 955 | +5 | 0.02% | Q4 2025 | Jan 30, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 21,294 | 573 | 0.03% | 0.02% | 956 | +7,971 | 59.83% | Q4 2025 | Feb 17, 2026 |
| LCNB CORP | History | No change | 21,126 | 568 | 0.19% | 0.19% | 957 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| North Forty Two & Co. | History | No change | 20,906 | 562 | 0.53% | 0.54% | 958 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Nolet Wealth Management, LLC | History | New | 20,860 | 561 | 0.31% | — | 960 | +20,860 | New | Q4 2025 | Feb 27, 2026 |
| DecisionPoint Financial, LLC | History | No change | 20,880 | 561 | 0.12% | 0.13% | 959 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 20,825 | 560 | 0.03% | — | 961 | +20,825 | New | Q4 2025 | Feb 12, 2026 |
| Fairman Group, LLC | History | Reduced | 20,835 | 560 | 0.45% | 0.45% | 964 | -398 | -1.87% | Q4 2025 | Feb 13, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 20,842 | 560 | 0.04% | 0.04% | 962 | +50 | 0.24% | Q4 2025 | Jan 29, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 20,812 | 560 | 0.09% | 0.09% | 963 | +5 | 0.02% | Q4 2025 | Feb 03, 2026 |
| Capital Analysts, LLC | History | Reduced | 20,789 | 559 | 0.02% | 0.04% | 966 | -30,583 | -59.53% | Q4 2025 | Feb 11, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 20,799 | 559 | 0.03% | 0.04% | 965 | -849 | -3.92% | Q4 2025 | Jan 07, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 20,746 | 558 | 0.13% | 0.12% | 967 | -108 | -0.52% | Q4 2025 | Feb 05, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 20,241 | 554 | 0.12% | 0.19% | 969 | -5,560 | -21.55% | Q4 2025 | Feb 13, 2026 |
| Crestmont Private Wealth LLC | History | Reduced | 20,598 | 554 | 0.18% | 0.18% | 968 | -131 | -0.63% | Q4 2025 | Feb 10, 2026 |
| KW WEALTH MANAGEMENT LLC | History | Reduced | 20,585 | 553 | 0.84% | 0.93% | 970 | -100 | -0.48% | Q4 2025 | Feb 25, 2026 |
| Beacon Capital Management, LLC | History | Added to | 20,514 | 552 | 0.09% | 0.03% | 971 | +12,482 | 155.4% | Q4 2025 | Feb 13, 2026 |
| First County Bank /CT/ | History | Reduced | 20,421 | 549 | 0.29% | 0.28% | 972 | -400 | -1.92% | Q4 2025 | Jan 14, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 20,220 | 544 | 0.23% | 0.23% | 974 | -462 | -2.23% | Q4 2025 | Jan 15, 2026 |
| Gainplan LLC | History | Added to | 20,228 | 544 | 0.2% | 0.23% | 973 | +18 | 0.09% | Q4 2025 | Jan 23, 2026 |
| WEIK CAPITAL MANAGEMENT | History | Added to | 20,145 | 542 | 0.2% | 0.19% | 975 | +600 | 3.07% | Q4 2025 | Feb 11, 2026 |
| ERn Financial, LLC | History | Added to | 20,124 | 541 | 0.1% | 0.1% | 976 | +43 | 0.21% | Q4 2025 | Jan 15, 2026 |
| Martel Wealth Advisors Inc | History | Added to | 20,085 | 540 | 0.09% | 0.09% | 977 | +7 | 0.03% | Q4 2025 | Jan 21, 2026 |
| Wick Capital Partners, LLC | History | New | 19,982 | 537 | 0.1% | — | 978 | +19,982 | New | Q4 2025 | Mar 02, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 19,961 | 537 | 0.3% | 0.31% | 979 | +75 | 0.38% | Q4 2025 | Jan 09, 2026 |
| Empirical Asset Management, LLC | History | Added to | 19,946 | 536 | 0.15% | 0.13% | 980 | +2,550 | 14.66% | Q4 2025 | Feb 06, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 19,855 | 534 | 0.15% | 0.16% | 981 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | New | 19,837 | 533 | 0.3% | — | 982 | +19,837 | New | Q4 2025 | Jan 16, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 19,781 | 532 | 0.07% | 0.07% | 983 | -60 | -0.3% | Q4 2025 | Jan 30, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 19,703 | 530 | 0.19% | 0.21% | 984 | +343 | 1.77% | Q4 2025 | Jan 29, 2026 |
| Canal Capital Management, LLC | History | Added to | 19,649 | 528 | 0.07% | 0.05% | 985 | +5,994 | 43.9% | Q4 2025 | Jan 06, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 19,554 | 526 | 0.04% | 0.04% | 986 | +957 | 5.15% | Q4 2025 | Jan 26, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 19,475 | 524 | 0.02% | 0.02% | 987 | +1,979 | 11.31% | Q4 2025 | Jan 07, 2026 |
| Goepper Burkhardt LLC | History | Reduced | 19,447 | 523 | 0.17% | 0.18% | 988 | -200 | -1.02% | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Management | History | New | 19,434 | 522 | 0.59% | — | 989 | +19,434 | New | Q4 2025 | Mar 03, 2026 |
| Capital Planning LLC | History | Reduced | 19,289 | 520 | 0.15% | 0.29% | 991 | -19,032 | -49.66% | Q4 2025 | Jan 23, 2026 |
| NWAM LLC | History | Reduced | 19,046 | 520 | 0.03% | 0.03% | 990 | -669 | -3.39% | Q4 2025 | Feb 04, 2026 |
| Golden Reserve Retirement LLC | History | New | 19,283 | 518 | 0.1% | — | 992 | +19,283 | New | Q4 2025 | Jan 29, 2026 |
| Uncommon Cents Investing LLC | History | No change | 19,236 | 517 | 0.13% | 0.13% | 993 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 19,109 | 514 | 0.03% | 0.03% | 994 | +1,880 | 10.91% | Q4 2025 | Feb 03, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 19,131 | 514 | 0.02% | 0.02% | 995 | -249 | -1.28% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 18,942 | 509 | 0.23% | 0.17% | 996 | +463 | 2.51% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 18,795 | 505 | 0.02% | 0.02% | 998 | -805 | -4.11% | Q4 2025 | Jan 20, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 18,780 | 505 | 0.13% | 0.13% | 999 | +10 | 0.05% | Q4 2025 | Jan 13, 2026 |
| Members Trust Co | History | No change | 18,800 | 505 | 0.02% | 0.02% | 997 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 18,742 | 504 | 0.07% | 0.07% | 1001 | +55 | 0.29% | Q4 2025 | Jan 12, 2026 |
| NBT BANK N A /NY | History | Added to | 27 | 504 | 0.03% | 0.03% | 1000 | +1 | 3.85% | Q4 2025 | Jan 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 18,588 | 500 | 0.03% | 0.02% | 1002 | +5,820 | 45.58% | Q4 2025 | Feb 10, 2026 |
| Round Rock Advisors LLC | History | No change | 18,572 | 499 | 0.08% | 0.08% | 1003 | 0 | 0.0% | Q4 2025 | Apr 07, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 18,537 | 498 | 0.05% | 0.07% | 1004 | -650 | -3.39% | Q4 2025 | Jan 22, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 18,474 | 497 | 0.0% | 0.0% | 1005 | -23,572 | -56.06% | Q4 2025 | Feb 09, 2026 |
| GEM Asset Management, LLC | History | Added to | 18,204 | 495 | 0.22% | 0.23% | 1006 | +3 | 0.02% | Q4 2025 | Jan 09, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 18,376 | 494 | 0.02% | 0.02% | 1007 | -940 | -4.87% | Q4 2025 | Jan 14, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 18,311 | 492 | 0.09% | 0.09% | 1008 | +2,060 | 12.68% | Q4 2025 | Feb 06, 2026 |
| Geometric Wealth Advisors | History | Added to | 18,315 | 492 | 0.06% | 0.06% | 1009 | +569 | 3.21% | Q4 2025 | Feb 06, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 18,271 | 490 | 0.06% | — | 1010 | +18,271 | New | Q4 2025 | Feb 04, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 18,156 | 488 | 0.05% | 0.07% | 1012 | -7,426 | -29.03% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 18,162 | 488 | 0.14% | 0.14% | 1011 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Pathway Financial Advisors LLC | History | No change | 17,838 | 487 | 0.06% | 0.06% | 1013 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 18,129 | 487 | 0.35% | 0.35% | 1014 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MBE Wealth Management, LLC | History | Reduced | 18,040 | 485 | 0.2% | 0.21% | 1015 | -195 | -1.07% | Q4 2025 | Jan 21, 2026 |
| RFG Advisory, LLC | History | Reduced | 17,861 | 480 | 0.01% | 0.01% | 1016 | -1,867 | -9.46% | Q4 2025 | Feb 03, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 17,812 | 479 | 0.15% | 0.22% | 1017 | +8 | 0.04% | Q4 2025 | Jan 23, 2026 |
| DDD Partners, LLC | History | Reduced | 17,769 | 478 | 0.03% | 0.03% | 1018 | -80 | -0.45% | Q4 2025 | Jan 22, 2026 |
| Forum Financial Management, LP | History | Reduced | 17,772 | 478 | 0.01% | 0.01% | 1019 | -48 | -0.27% | Q4 2025 | Jan 27, 2026 |
| SageGuard Financial Group, LLC | History | New | 17,699 | 476 | 0.08% | — | 1022 | +17,699 | New | Q4 2025 | Jan 27, 2026 |
| Essex Bank | History | Reduced | 17,698 | 476 | 0.1% | 0.11% | 1021 | -142 | -0.8% | Q4 2025 | Feb 02, 2026 |
| TPG Advisors LLC | History | Reduced | 17,708 | 476 | 0.3% | 0.31% | 1023 | -135 | -0.76% | Q4 2025 | Jan 21, 2026 |
| Armor Investment Advisors, LLC | History | No change | 17,694 | 476 | 0.18% | 0.15% | 1020 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 17,478 | 470 | 0.0% | 0.0% | 1024 | -706 | -3.88% | Q4 2025 | Jan 12, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 17,475 | 470 | 0.36% | 0.36% | 1028 | +300 | 1.75% | Q4 2025 | Feb 17, 2026 |
| Riverview Capital Advisers, LLC | History | Added to | 17,470 | 470 | 0.14% | 0.13% | 1027 | +46 | 0.26% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 17,483 | 470 | 0.02% | 0.02% | 1025 | +36 | 0.21% | Q4 2025 | Feb 13, 2026 |
| Peak Asset Management, LLC | History | No change | 17,480 | 470 | 0.08% | 0.08% | 1026 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | New | 17,427 | 468 | 0.18% | — | 1030 | +17,427 | New | Q4 2025 | Feb 11, 2026 |
| DV Trading LLC | History | New | 17,400 | 468 | 0.01% | — | 1029 | +17,400 | New | Q4 2025 | Feb 17, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Reduced | 17,312 | 465 | 0.04% | 0.04% | 1031 | -2,080 | -10.73% | Q4 2025 | Jan 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 17,217 | 463 | 0.01% | 0.02% | 1032 | -6,878 | -28.55% | Q4 2025 | Feb 13, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 17,213 | 463 | 0.3% | 0.31% | 1033 | -50 | -0.29% | Q4 2025 | Feb 02, 2026 |
| BLUELINE ADVISORS LLC | History | New | 17,173 | 462 | 0.38% | — | 1034 | +17,173 | New | Q4 2025 | Feb 10, 2026 |
| Flagship Private Wealth, LLC | History | No change | 17,021 | 458 | 0.18% | 0.18% | 1035 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 17,004 | 457 | 0.04% | 0.04% | 1036 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 16,956 | 456 | 0.0% | 0.0% | 1037 | -16,400 | -49.17% | Q4 2025 | Feb 13, 2026 |
| Nautilus Advisors LLC | History | No change | 16,950 | 456 | 0.3% | 0.3% | 1038 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Hudock, Inc. | History | Added to | 16,939 | 455 | 0.07% | 0.07% | 1039 | +13 | 0.08% | Q4 2025 | Feb 12, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 16,881 | 454 | 0.06% | 0.07% | 1040 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lafayette Investments, Inc. | History | No change | 16,847 | 453 | 0.09% | 0.08% | 1041 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GK Wealth Management LLC | History | Reduced | 16,801 | 452 | 0.3% | 0.32% | 1043 | -52 | -0.31% | Q4 2025 | Jan 05, 2026 |
| Barton Investment Management | History | No change | 16,800 | 452 | 0.05% | 0.05% | 1042 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 16,780 | 451 | 0.13% | 0.13% | 1044 | +50 | 0.3% | Q4 2025 | Feb 09, 2026 |
| One Capital Management, LLC | History | Reduced | 16,654 | 448 | 0.01% | 0.03% | 1045 | -17,040 | -50.57% | Q4 2025 | Feb 10, 2026 |
| Aventus Investment Advisors, Inc. | History | Reduced | 16,633 | 447 | 0.36% | 0.37% | 1046 | -54 | -0.32% | Q4 2025 | Jan 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 16,556 | 445 | 0.07% | 0.05% | 1047 | +5,835 | 54.43% | Q4 2025 | Jan 26, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 16,542 | 445 | 0.04% | 0.03% | 1048 | +2,641 | 19.0% | Q4 2025 | Feb 12, 2026 |
| ALTFEST L J & CO INC | History | Added to | 16,508 | 444 | 0.05% | 0.05% | 1049 | +167 | 1.02% | Q4 2025 | Jan 23, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 16,485 | 443 | 0.1% | 0.11% | 1050 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sonoma Private Wealth LLC | History | No change | 16,392 | 441 | 0.53% | 0.51% | 1051 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 16,206 | 436 | 0.21% | 0.14% | 1053 | +5,355 | 49.35% | Q4 2025 | Feb 13, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 16,215 | 436 | 0.02% | 0.02% | 1052 | -692 | -4.09% | Q4 2025 | Feb 17, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 15,999 | 433 | 0.04% | 0.04% | 1054 | +31 | 0.19% | Q4 2025 | Feb 17, 2026 |
| Emissary Wealth LLC | History | New | 16,082 | 432 | 0.36% | — | 1056 | +16,082 | New | Q4 2025 | Jan 27, 2026 |
| CRA Financial Services, LLC | History | No change | 16,066 | 432 | 0.06% | 0.06% | 1055 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 15,982 | 430 | 0.01% | 0.01% | 1058 | +3,606 | 29.14% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 15,983 | 430 | 0.0% | 0.0% | 1057 | -250 | -1.54% | Q4 2025 | Feb 02, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Reduced | 15,982 | 430 | 0.17% | 0.17% | 1059 | -137 | -0.85% | Q4 2025 | Jan 30, 2026 |
| Advisory Alpha, LLC | History | Added to | 15,944 | 429 | 0.01% | 0.01% | 1060 | +3,766 | 30.92% | Q4 2025 | Feb 06, 2026 |
| CENTRAL TRUST Co | History | Added to | 15,905 | 428 | 0.01% | 0.01% | 1061 | +101 | 0.64% | Q4 2025 | Feb 02, 2026 |
| Traub Capital Management LLC | History | Added to | 15,891 | 427 | 0.41% | 0.4% | 1062 | +400 | 2.58% | Q4 2025 | Jan 29, 2026 |
| Burton Enright Welch | History | Reduced | 15,842 | 426 | 0.06% | 0.07% | 1064 | -549 | -3.35% | Q4 2025 | Feb 13, 2026 |
| Seaside Wealth Management, Inc. | History | No change | 15,852 | 426 | 0.12% | 0.12% | 1063 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | No change | 15,761 | 424 | 0.06% | 0.06% | 1065 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Investment Advisors / MI | History | New | 15,690 | 422 | 0.04% | — | 1068 | +15,690 | New | Q4 2025 | Feb 17, 2026 |
| Advisors Capital Management, LLC | History | Added to | 15,700 | 422 | 0.0% | 0.0% | 1066 | +976 | 6.63% | Q4 2025 | Jan 29, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 15,718 | 422 | 0.02% | 0.02% | 1067 | +533 | 3.51% | Q4 2025 | Feb 13, 2026 |
| Aspire Growth Partners LLC | History | Added to | 15,657 | 421 | 0.29% | 0.3% | 1069 | +47 | 0.3% | Q4 2025 | Feb 05, 2026 |
| Portus Wealth Advisors, LLC | History | Added to | 15,622 | 420 | 0.4% | 0.4% | 1072 | +199 | 1.29% | Q4 2025 | Jan 27, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 15,634 | 420 | 0.02% | 0.02% | 1070 | +22 | 0.14% | Q4 2025 | Jan 23, 2026 |
| City Center Advisors, LLC | History | No change | 15,641 | 420 | 0.39% | 0.4% | 1071 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | New | 15,265 | 419 | 0.03% | — | 1073 | +15,265 | New | Q4 2025 | Feb 13, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 15,580 | 419 | 0.04% | 0.04% | 1074 | +1,772 | 12.83% | Q4 2025 | Jan 12, 2026 |
| Aspect Partners, LLC | History | Reduced | 15,546 | 418 | 0.18% | 0.26% | 1077 | -6,066 | -28.07% | Q4 2025 | Jan 23, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 15,557 | 418 | 0.01% | 0.01% | 1075 | -429 | -2.68% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 15,536 | 418 | 0.0% | 0.0% | 1076 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Great Lakes Retirement, Inc. | History | New | 15,513 | 417 | 0.04% | — | 1078 | +15,513 | New | Q4 2025 | Feb 12, 2026 |
| BSW Wealth Partners | History | Reduced | 15,395 | 414 | 0.05% | 0.05% | 1079 | -56 | -0.36% | Q4 2025 | Jan 23, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 15,351 | 413 | 0.13% | 0.15% | 1080 | -1,577 | -9.32% | Q4 2025 | Feb 02, 2026 |
| WPG Advisers, LLC | History | Reduced | 15,332 | 412 | 0.31% | 0.33% | 1082 | -974 | -5.97% | Q4 2025 | Jan 28, 2026 |
| Aspen Capital Management, LLC | History | Added to | 15,325 | 412 | 0.1% | 0.1% | 1081 | +10 | 0.07% | Q4 2025 | Jan 29, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 15,287 | 411 | 0.1% | 0.1% | 1083 | -132 | -0.86% | Q4 2025 | Jan 02, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 15,240 | 410 | 0.05% | 0.05% | 1084 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Keenan, LLC | History | New | 15,169 | 408 | 0.36% | — | 1086 | +15,169 | New | Q4 2025 | Mar 04, 2026 |
| BIP Wealth, LLC | History | Added to | 15,172 | 408 | 0.01% | 0.02% | 1085 | +2,258 | 17.48% | Q4 2025 | Jan 21, 2026 |
| ProVise Management Group, LLC | History | Reduced | 15,134 | 407 | 0.03% | 0.03% | 1087 | -1,000 | -6.2% | Q4 2025 | Jan 29, 2026 |
| Granite Bay Wealth Management, LLC | History | Reduced | 15,090 | 406 | 0.1% | 0.13% | 1088 | -3,445 | -18.59% | Q4 2025 | Feb 05, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 15,000 | 403 | 0.12% | 0.13% | 1089 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 14,940 | 402 | 0.03% | 0.03% | 1090 | -780 | -4.96% | Q4 2025 | Jan 27, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 14,883 | 400 | 0.02% | 0.02% | 1091 | +158 | 1.07% | Q4 2025 | Feb 02, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 14,867 | 400 | 0.13% | 0.13% | 1092 | +1 | 0.01% | Q4 2025 | Jan 23, 2026 |
| Sound Stewardship, LLC | History | Added to | 14,789 | 397 | 0.19% | 0.18% | 1093 | +381 | 2.64% | Q4 2025 | Jan 30, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 14,743 | 396 | 0.11% | 0.09% | 1094 | +2,407 | 19.51% | Q4 2025 | Jan 28, 2026 |
| Capital Planning Advisors, LLC | History | New | 14,541 | 391 | 0.05% | — | 1095 | +14,541 | New | Q4 2025 | Feb 17, 2026 |
| Paladin Wealth, LLC | History | No change | 14,544 | 391 | 0.27% | 0.28% | 1096 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 14,490 | 389 | 0.03% | 0.02% | 1097 | +4,422 | 43.92% | Q4 2025 | Feb 05, 2026 |
| Cadence Wealth Management LLC | History | Added to | 14,389 | 387 | 0.19% | 0.19% | 1098 | +401 | 2.87% | Q4 2025 | Feb 06, 2026 |
| Fairway Wealth LLC | History | No change | 14,373 | 386 | 0.1% | 0.11% | 1099 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 14,284 | 384 | 0.08% | 0.08% | 1100 | +692 | 5.09% | Q4 2025 | Jan 28, 2026 |
| Lighthouse Wealth Management Inc. | History | No change | 14,202 | 382 | 0.26% | 0.3% | 1101 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 14,163 | 381 | 0.02% | 0.02% | 1102 | +501 | 3.67% | Q4 2025 | Feb 04, 2026 |
| Financial Designs Corp | History | No change | 14,172 | 381 | 0.22% | 0.22% | 1103 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 14,149 | 380 | 0.26% | 0.25% | 1104 | -84 | -0.59% | Q4 2025 | Feb 04, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 14,117 | 379 | 0.05% | 0.04% | 1105 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GoalVest Advisory LLC | History | No change | 14,100 | 379 | 0.07% | 0.08% | 1106 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Brooklyn Investment Group | History | Reduced | 13,858 | 376 | 0.02% | 0.2% | 1108 | -46,434 | -77.02% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 14,008 | 376 | 0.0% | 0.0% | 1107 | +1,247 | 9.77% | Q4 2025 | Feb 02, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Added to | 13,962 | 375 | 0.1% | 0.1% | 1111 | +523 | 3.89% | Q4 2025 | Feb 12, 2026 |
| Westshore Wealth, LLC | History | Added to | 13,953 | 375 | 0.12% | 0.13% | 1110 | +42 | 0.3% | Q4 2025 | Feb 25, 2026 |
| CFO4Life Group, LLC | History | Added to | 13,971 | 375 | 0.05% | 0.05% | 1109 | +9 | 0.06% | Q4 2025 | Feb 06, 2026 |
| Plum Street Advisors, LLC | History | No change | 13,958 | 375 | 0.13% | 0.14% | 1112 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cambria Investment Management, L.P. | History | New | 13,915 | 374 | 0.02% | — | 1113 | +13,915 | New | Q4 2025 | Feb 17, 2026 |
| Clarity Financial LLC | History | Added to | 13,880 | 373 | 0.03% | 0.03% | 1114 | +935 | 7.22% | Q4 2025 | Jan 28, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 13,878 | 373 | 0.2% | 0.2% | 1115 | +30 | 0.22% | Q4 2025 | Feb 05, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 13,826 | 372 | 0.02% | 0.02% | 1118 | +1,120 | 8.81% | Q4 2025 | Feb 13, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 13,853 | 372 | 0.03% | 0.03% | 1116 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pegasus Asset Management, Inc. | History | No change | 13,846 | 372 | 0.11% | 0.12% | 1117 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SUMMITRY LLC | History | New | 13,806 | 371 | 0.02% | — | 1119 | +13,806 | New | Q4 2025 | Feb 09, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 13,815 | 371 | 0.03% | 0.03% | 1122 | -49 | -0.35% | Q4 2025 | Feb 11, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 13,816 | 371 | 0.08% | 0.08% | 1121 | -24 | -0.17% | Q4 2025 | Jan 23, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 13,800 | 371 | 0.06% | 0.06% | 1120 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 13,717 | 369 | 0.03% | 0.02% | 1123 | +3,262 | 31.2% | Q4 2025 | Feb 12, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 13,631 | 366 | 0.1% | 0.1% | 1124 | +593 | 4.55% | Q4 2025 | Feb 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 13,584 | 365 | 0.02% | 0.02% | 1125 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 13,544 | 364 | 0.23% | 0.24% | 1126 | -524 | -3.72% | Q4 2025 | Jan 28, 2026 |
| MAYPORT, LLC | History | Reduced | 13,506 | 363 | 0.07% | 0.08% | 1128 | -1,278 | -8.64% | Q4 2025 | Jan 21, 2026 |
| Modus Advisors, LLC | History | Reduced | 13,526 | 363 | 0.1% | 0.1% | 1127 | -230 | -1.67% | Q4 2025 | Feb 11, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Added to | 13,397 | 360 | 0.27% | 0.24% | 1129 | +40 | 0.3% | Q4 2025 | Feb 04, 2026 |
| VestGen Advisors, LLC | History | Added to | 13,270 | 357 | 0.02% | 0.01% | 1130 | +4,002 | 43.18% | Q4 2025 | Feb 17, 2026 |
| FC Advisory LLC | History | Reduced | 13,241 | 356 | 0.1% | 0.11% | 1131 | -646 | -4.65% | Q4 2025 | Jan 13, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | New | 13,200 | 355 | 0.02% | — | 1132 | +13,200 | New | Q4 2025 | Jan 27, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 13,201 | 355 | 0.24% | 0.26% | 1133 | -122 | -0.92% | Q4 2025 | Feb 05, 2026 |
| Advyzon Investment Management, LLC | History | New | 13,177 | 354 | 0.04% | — | 1135 | +13,177 | New | Q4 2025 | Feb 13, 2026 |
| Legacy Advisors, LLC | History | Added to | 13,175 | 354 | 0.04% | 0.04% | 1134 | +40 | 0.3% | Q4 2025 | Jan 27, 2026 |
| Evansbrook LLC | History | New | 13,110 | 352 | 0.24% | — | 1138 | +13,110 | New | Q4 2025 | Feb 19, 2026 |
| ONE Advisory Partners, LLC | History | New | 13,109 | 352 | 0.11% | — | 1136 | +13,109 | New | Q4 2025 | Jan 12, 2026 |
| Curran Financial Partners, LLC | History | Added to | 13,107 | 352 | 0.07% | 0.06% | 1137 | +1,944 | 17.41% | Q4 2025 | Jan 22, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 13,079 | 351 | 0.01% | 0.01% | 1139 | +498 | 3.96% | Q4 2025 | Feb 17, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 13,043 | 350 | 0.04% | 0.04% | 1140 | +4 | 0.03% | Q4 2025 | Feb 06, 2026 |
| Investment Research Partners LLC | History | New | 13,000 | 349 | 0.15% | — | 1142 | +13,000 | New | Q4 2025 | Feb 12, 2026 |
| Fusion Capital, LLC | History | Added to | 12,992 | 349 | 0.1% | 0.1% | 1141 | +37 | 0.29% | Q4 2025 | Feb 04, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 12,945 | 348 | 0.01% | 0.01% | 1143 | -375 | -2.82% | Q4 2025 | Feb 03, 2026 |
| Bowman & Co S.C. | History | Added to | 12,917 | 347 | 0.15% | 0.14% | 1144 | +37 | 0.29% | Q4 2025 | Jan 23, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 12,845 | 345 | 0.07% | 0.07% | 1146 | -1,078 | -7.74% | Q4 2025 | Jan 12, 2026 |
| Palouse Capital Management, Inc. | History | Added to | 12,842 | 345 | 0.22% | 0.21% | 1145 | +59 | 0.46% | Q4 2025 | Jan 23, 2026 |
| FinDec Wealth Services, Inc. | History | No change | 12,797 | 344 | 0.37% | 0.35% | 1147 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Costello Asset Management, INC | History | Reduced | 12,782 | 343 | 0.11% | 0.11% | 1148 | -257 | -1.97% | Q4 2025 | Feb 03, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 12,744 | 342 | 0.03% | 0.03% | 1149 | +5 | 0.04% | Q4 2025 | Jan 21, 2026 |
| Clearstead Trust, LLC | History | No change | 12,678 | 341 | 0.05% | 0.06% | 1150 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PTM WEALTH MANAGEMENT, LLC | History | Added to | 12,477 | 339 | 0.19% | 0.2% | 1151 | +37 | 0.3% | Q4 2025 | Jan 09, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 12,577 | 338 | 0.02% | 0.02% | 1152 | -3,564 | -22.08% | Q4 2025 | Feb 02, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 12,527 | 337 | 0.03% | 0.04% | 1153 | -623 | -4.74% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 12,516 | 336 | 0.01% | 0.0% | 1154 | +2,271 | 22.17% | Q4 2025 | Feb 09, 2026 |
| Rinkey Investments | History | No change | 12,507 | 336 | 0.09% | 0.09% | 1155 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 12,406 | 333 | 0.01% | — | 1156 | +12,406 | New | Q4 2025 | Feb 17, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 12,378 | 333 | 0.05% | 0.03% | 1159 | +4,506 | 57.24% | Q4 2025 | Feb 09, 2026 |
| Opus Capital Group, LLC | History | No change | 12,384 | 333 | 0.04% | 0.04% | 1157 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CPC Advisors, LLC | History | No change | 12,381 | 333 | 0.03% | 0.03% | 1158 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 12,367 | 332 | 0.04% | 0.04% | 1161 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 12,360 | 332 | 0.13% | 0.12% | 1160 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Diversified Investment Strategies, LLC | History | No change | 12,317 | 331 | 0.22% | 0.21% | 1162 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| STEPHENS INC /AR/ | History | Added to | 12,285 | 330 | 0.0% | 0.0% | 1163 | +4,029 | 48.8% | Q4 2025 | Feb 05, 2026 |
| Smithfield Trust Co | History | Added to | 12,178 | 329 | 0.01% | 0.01% | 1164 | +700 | 6.1% | Q4 2025 | Feb 09, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 12,242 | 329 | 0.02% | 0.02% | 1165 | +466 | 3.96% | Q4 2025 | Apr 02, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 12,255 | 329 | 0.05% | 0.05% | 1166 | +201 | 1.67% | Q4 2025 | Feb 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 12,214 | 328 | 0.0% | 0.0% | 1167 | +2,699 | 28.37% | Q4 2025 | Feb 02, 2026 |
| Verity & Verity, LLC | History | No change | 12,173 | 327 | 0.03% | 0.03% | 1168 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Narwhal Capital Management | History | Added to | 12,104 | 325 | 0.02% | 0.02% | 1170 | +1,013 | 9.13% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 12,096 | 325 | 0.01% | 0.01% | 1171 | +958 | 8.6% | Q4 2025 | Jan 28, 2026 |
| MOTCO | History | No change | 12,098 | 325 | 0.03% | 0.03% | 1169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Berman McAleer LLC | History | No change | 12,012 | 323 | 0.04% | 0.04% | 1172 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WealthCollab, LLC | History | Added to | 11,984 | 322 | 0.13% | 0.01% | 1173 | +10,946 | 1054.53% | Q4 2025 | Jan 27, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | New | 11,955 | 321 | 0.14% | — | 1177 | +11,955 | New | Q4 2025 | Jan 23, 2026 |
| MKD WEALTH COACHES, LLC | History | Added to | 11,950 | 321 | 0.32% | 0.31% | 1175 | +274 | 2.35% | Q4 2025 | Jan 12, 2026 |
| Secure Asset Management, LLC | History | Reduced | 11,952 | 321 | 0.05% | 0.05% | 1176 | -98 | -0.81% | Q4 2025 | Jan 20, 2026 |
| EASTERN BANK | History | No change | 11,952 | 321 | 0.01% | 0.01% | 1174 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 11,920 | 320 | 0.02% | 0.02% | 1178 | -923 | -7.19% | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | Added to | 11,865 | 319 | 0.1% | 0.03% | 1181 | +8,028 | 209.23% | Q4 2025 | Feb 12, 2026 |
| MATHER GROUP, LLC. | History | Added to | 11,883 | 319 | 0.0% | 0.0% | 1179 | +3,519 | 42.07% | Q4 2025 | Jan 13, 2026 |
| JSF Financial, LLC | History | Added to | 11,871 | 319 | 0.07% | 0.07% | 1180 | +35 | 0.3% | Q4 2025 | Feb 04, 2026 |
| DAVIS R M INC | History | New | 11,851 | 318 | 0.01% | — | 1182 | +11,851 | New | Q4 2025 | Feb 12, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 11,840 | 318 | 0.04% | 0.03% | 1184 | +2,702 | 29.57% | Q4 2025 | Feb 11, 2026 |
| Falcon Wealth Planning | History | Added to | 11,852 | 318 | 0.03% | 0.03% | 1185 | +214 | 1.84% | Q4 2025 | Feb 03, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 11,830 | 318 | 0.07% | 0.07% | 1183 | +1 | 0.01% | Q4 2025 | Feb 06, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 11,752 | 316 | 0.02% | 0.02% | 1186 | +97 | 0.83% | Q4 2025 | Feb 11, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 11,652 | 313 | 0.02% | 0.02% | 1187 | +809 | 7.46% | Q4 2025 | Feb 03, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 11,626 | 313 | 0.11% | 0.11% | 1189 | +35 | 0.3% | Q4 2025 | Jan 21, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 11,662 | 313 | 0.02% | 0.03% | 1188 | +1 | 0.01% | Q4 2025 | Jan 28, 2026 |
| FORTEM FINANCIAL GROUP, LLC | History | Reduced | 11,598 | 312 | 0.08% | 0.09% | 1190 | -451 | -3.74% | Q4 2025 | Feb 04, 2026 |
| WEBSTER BANK, N. A. | History | No change | 11,505 | 309 | 0.03% | 0.03% | 1191 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Hippocratic Financial Advisors, LLC | History | No change | 11,471 | 308 | 0.14% | 0.15% | 1192 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| AUCTUS ADVISORS LLC | History | New | 11,429 | 307 | 0.28% | — | 1194 | +11,429 | New | Q4 2025 | Jan 14, 2026 |
| Valley Brook Capital Group, Inc. | History | New | 11,417 | 307 | 0.2% | — | 1193 | +11,417 | New | Q4 2025 | Jan 23, 2026 |
| Storen Legacy Partners, LLC | History | New | 11,374 | 306 | 0.1% | — | 1195 | +11,374 | New | Q4 2025 | Mar 05, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 11,312 | 304 | 0.0% | 0.0% | 1196 | +2 | 0.02% | Q4 2025 | Feb 02, 2026 |
| Ellenbecker Investment Group | History | Reduced | 11,294 | 303 | 0.04% | 0.05% | 1197 | -1,162 | -9.33% | Q4 2025 | Jan 30, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 11,280 | 303 | 0.11% | 0.12% | 1198 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Accel Wealth Management | History | Added to | 11,243 | 302 | 0.08% | 0.07% | 1199 | +2,097 | 22.93% | Q4 2025 | Jan 20, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 11,132 | 298 | 0.29% | — | 1200 | +11,132 | New | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 11,042 | 297 | 0.01% | 0.01% | 1201 | -775 | -6.56% | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 11,012 | 296 | 0.04% | 0.04% | 1202 | +60 | 0.55% | Q4 2025 | Jan 29, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | New | 10,942 | 294 | 0.13% | — | 1206 | +10,942 | New | Q4 2025 | Jan 22, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 10,961 | 294 | 0.0% | 0.0% | 1205 | -8,079 | -42.43% | Q4 2025 | Jan 30, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 10,952 | 294 | 0.04% | 0.04% | 1207 | -185 | -1.66% | Q4 2025 | Feb 02, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Added to | 10,915 | 294 | 0.07% | 0.07% | 1203 | +14 | 0.13% | Q4 2025 | Jan 29, 2026 |
| Index Fund Advisors, Inc. | History | No change | 10,934 | 294 | 0.01% | 0.01% | 1204 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| One Day In July LLC | History | No change | 10,856 | 292 | 0.02% | 0.02% | 1208 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Pandora Wealth, Inc. | History | No change | 10,872 | 292 | 0.18% | 0.17% | 1209 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 10,824 | 291 | 0.05% | — | 1210 | +10,824 | New | Q4 2025 | Feb 12, 2026 |
| Family Investment Center, Inc. | History | No change | 10,779 | 290 | 0.06% | 0.06% | 1211 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Legacy Wealth Partners, LLC | History | New | 10,761 | 289 | 0.07% | — | 1212 | +10,761 | New | Q4 2025 | Feb 17, 2026 |
| Quartz Partners, LLC | History | Reduced | 10,712 | 288 | 0.11% | 0.1% | 1213 | -35 | -0.33% | Q4 2025 | Feb 13, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 10,721 | 288 | 0.24% | 0.24% | 1214 | +32 | 0.3% | Q4 2025 | Jan 21, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | New | 10,645 | 286 | 0.02% | — | 1215 | +10,645 | New | Q4 2025 | Jan 16, 2026 |
| Elevation Wealth Management LLC | History | New | 10,629 | 286 | 0.27% | — | 1216 | +10,629 | New | Q4 2025 | Feb 12, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | New | 10,617 | 285 | 0.07% | — | 1217 | +10,617 | New | Q4 2025 | Feb 09, 2026 |
| SP Asset Management LLC | History | Added to | 10,607 | 285 | 0.02% | 0.02% | 1218 | +2 | 0.02% | Q4 2025 | Jan 28, 2026 |
| Bogart Wealth, LLC | History | Reduced | 10,568 | 284 | 0.01% | 0.01% | 1221 | -292 | -2.69% | Q4 2025 | Jan 30, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 10,575 | 284 | 0.02% | 0.02% | 1220 | -290 | -2.67% | Q4 2025 | Jan 12, 2026 |
| Accredited Investors Inc. | History | Added to | 10,563 | 284 | 0.02% | 0.02% | 1219 | +6 | 0.06% | Q4 2025 | Feb 05, 2026 |
| SYON CAPITAL LLC | History | Reduced | 10,553 | 283 | 0.01% | 0.02% | 1224 | -638 | -5.7% | Q4 2025 | Feb 11, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 10,552 | 283 | 0.02% | 0.03% | 1222 | +566 | 5.67% | Q4 2025 | Jan 29, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 10,542 | 283 | 0.08% | 0.07% | 1223 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 10,505 | 282 | 0.06% | 0.06% | 1225 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Eley Financial Management, Inc | History | No change | 10,497 | 282 | 0.1% | 0.1% | 1226 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 10,314 | 281 | 0.04% | 0.05% | 1227 | -1,701 | -14.16% | Q4 2025 | Jan 26, 2026 |
| Intelligence Driven Advisers, LLC | History | New | 10,420 | 280 | 0.04% | — | 1229 | +10,420 | New | Q4 2025 | Jan 23, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | Added to | 10,418 | 280 | 0.04% | 0.04% | 1228 | +23 | 0.22% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 10,395 | 279 | 0.01% | — | 1230 | +10,395 | New | Q4 2025 | Feb 05, 2026 |
| Clark Asset Management, LLC | History | Added to | 10,361 | 278 | 0.03% | 0.03% | 1232 | +936 | 9.93% | Q4 2025 | Jan 27, 2026 |
| Guardian Wealth Advisors, LLC | History | No change | 10,346 | 278 | 0.16% | 0.15% | 1231 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Foguth Wealth Management, LLC. | History | New | 10,276 | 277 | 0.04% | — | 1234 | +10,276 | New | Q4 2025 | Jan 05, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 10,296 | 277 | 0.01% | 0.01% | 1233 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PGIM Custom Harvest LLC | History | No change | 10,206 | 274 | 0.0% | 0.0% | 1235 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 10,195 | 274 | 0.06% | 0.06% | 1236 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 10,197 | 274 | 0.16% | 0.17% | 1237 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Waterford Advisors, LLC | History | New | 9,987 | 273 | 0.11% | — | 1240 | +9,987 | New | Q4 2025 | Feb 20, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 10,152 | 273 | 0.01% | 0.01% | 1238 | -2,516 | -19.86% | Q4 2025 | Feb 03, 2026 |
| Delta Investment Management, LLC | History | Added to | 10,147 | 273 | 0.05% | 0.05% | 1239 | +16 | 0.16% | Q4 2025 | Jan 30, 2026 |
| RAM Investment Partners, LLC | History | No change | 10,149 | 273 | 0.05% | 0.05% | 1241 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LifeWealth Investments, LLC | History | New | 10,047 | 270 | 0.09% | — | 1243 | +10,047 | New | Q4 2025 | Jan 26, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 10,059 | 270 | 0.04% | 0.04% | 1242 | +27 | 0.27% | Q4 2025 | Jan 12, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 9,999 | 269 | 0.06% | 0.06% | 1245 | -380 | -3.66% | Q4 2025 | Jan 14, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 10,010 | 269 | 0.28% | 0.27% | 1244 | +90 | 0.91% | Q4 2025 | Jan 07, 2026 |
| Kovack Advisors, Inc. | History | New | 9,960 | 268 | 0.01% | — | 1247 | +9,960 | New | Q4 2025 | Feb 17, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 9,965 | 268 | 0.04% | 0.04% | 1246 | +185 | 1.89% | Q4 2025 | Jan 27, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 9,956 | 267 | 0.06% | — | 1249 | +9,956 | New | Q4 2025 | Mar 23, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 9,955 | 267 | 0.14% | 0.27% | 1248 | -8,520 | -46.12% | Q4 2025 | Jan 29, 2026 |
| OPAL CAPITAL LLC | History | New | 9,928 | 266 | 0.07% | — | 1251 | +9,928 | New | Q4 2025 | Feb 17, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 9,890 | 266 | 0.06% | 0.06% | 1250 | -345 | -3.37% | Q4 2025 | Jan 06, 2026 |
| BEACON FINANCIAL GROUP | History | New | 9,875 | 265 | 0.03% | — | 1252 | +9,875 | New | Q4 2025 | Apr 01, 2026 |
| Salomon & Ludwin, LLC | History | No change | 9,789 | 265 | 0.02% | 0.02% | 1253 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sensible Money, LLC | History | No change | 9,884 | 265 | 0.08% | 0.09% | 1254 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| South Shore Capital Advisors | History | New | 9,833 | 264 | 0.19% | — | 1256 | +9,833 | New | Q4 2025 | Jan 21, 2026 |
| Main Street Research LLC | History | Reduced | 9,835 | 264 | 0.02% | 0.02% | 1255 | -4,696 | -32.32% | Q4 2025 | Feb 09, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 9,816 | 264 | 0.1% | 0.12% | 1257 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Segment Wealth Management, LLC | History | No change | 9,789 | 263 | 0.02% | 0.02% | 1258 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 9,754 | 262 | 0.06% | 0.06% | 1259 | +34 | 0.35% | Q4 2025 | Jan 30, 2026 |
| Elm Partners Management LLC | History | Reduced | 9,706 | 261 | 0.01% | 0.01% | 1260 | -551 | -5.37% | Q4 2025 | Feb 10, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 9,723 | 261 | 0.16% | 0.16% | 1262 | -48 | -0.49% | Q4 2025 | Jan 20, 2026 |
| Shira Ridge Wealth Management | History | No change | 9,735 | 261 | 0.1% | 0.11% | 1261 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SMART Wealth LLC | History | New | 9,673 | 260 | 0.08% | — | 1263 | +9,673 | New | Q4 2025 | Jan 26, 2026 |
| Advisor OS, LLC | History | Added to | 9,650 | 259 | 0.02% | 0.02% | 1264 | +652 | 7.25% | Q4 2025 | Feb 04, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 9,600 | 258 | 0.01% | 0.02% | 1265 | -1,170 | -10.86% | Q4 2025 | Jan 29, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 9,590 | 258 | 0.01% | 0.01% | 1266 | -415 | -4.15% | Q4 2025 | Feb 12, 2026 |
| Capital Wealth Planning, LLC | History | Reduced | 9,616 | 258 | 0.0% | 0.0% | 1267 | -85 | -0.88% | Q4 2025 | Feb 11, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 9,589 | 258 | 0.03% | 0.03% | 1268 | +7 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 9,559 | 257 | 0.16% | — | 1272 | +9,559 | New | Q4 2025 | Feb 09, 2026 |
| Global Assets Advisory, LLC | History | Added to | 9,585 | 257 | 0.07% | 0.06% | 1270 | +1,399 | 17.09% | Q4 2025 | Feb 09, 2026 |
| 25 LLC | History | Added to | 9,576 | 257 | 0.08% | 0.08% | 1271 | +746 | 8.45% | Q4 2025 | Jan 15, 2026 |
| Black Swift Group, LLC | History | No change | 9,578 | 257 | 0.04% | 0.04% | 1269 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OneAscent Financial Services LLC | History | New | 9,527 | 256 | 0.02% | — | 1273 | +9,527 | New | Q4 2025 | Feb 11, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | Added to | 9,528 | 256 | 0.03% | 0.03% | 1274 | +29 | 0.31% | Q4 2025 | Feb 04, 2026 |
| Financial Advisory Corp | History | Reduced | 9,503 | 255 | 0.04% | 0.04% | 1275 | -154 | -1.59% | Q4 2025 | Jan 27, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Added to | 9,469 | 254 | 0.16% | 0.16% | 1276 | +1 | 0.01% | Q4 2025 | Feb 04, 2026 |
| Haven Private, LLC | History | No change | 9,439 | 254 | 0.11% | 0.11% | 1277 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 9,416 | 253 | 0.02% | 0.04% | 1279 | -5,670 | -37.58% | Q4 2025 | Feb 13, 2026 |
| Boston Partners | History | Reduced | 9,409 | 253 | 0.0% | 0.0% | 1278 | -1,263 | -11.83% | Q4 2025 | Feb 13, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 9,411 | 253 | 0.12% | 0.12% | 1280 | +1 | 0.01% | Q4 2025 | Feb 04, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 9,397 | 252 | 0.05% | 0.05% | 1284 | -636 | -6.34% | Q4 2025 | Jan 14, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 9,377 | 252 | 0.03% | 0.04% | 1282 | -11 | -0.12% | Q4 2025 | Jan 09, 2026 |
| Welch Group, LLC | History | No change | 9,378 | 252 | 0.01% | 0.01% | 1281 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| M3 Advisory Group, LLC | History | No change | 9,388 | 252 | 0.15% | 0.15% | 1283 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Darrow Company, Inc. | History | New | 9,320 | 250 | 0.11% | — | 1287 | +9,320 | New | Q4 2025 | Jan 27, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 9,319 | 250 | 0.06% | 0.06% | 1285 | -300 | -3.12% | Q4 2025 | Feb 05, 2026 |
| Inlight Wealth Management, LLC | History | No change | 9,322 | 250 | 0.09% | 0.12% | 1286 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LCW Services, LLC | History | New | 9,265 | 249 | 0.13% | — | 1290 | +9,265 | New | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 9,278 | 249 | 0.02% | 0.02% | 1288 | -100 | -1.07% | Q4 2025 | Feb 02, 2026 |
| Cottage Street Advisors LLC | History | Added to | 9,261 | 249 | 0.11% | 0.1% | 1289 | +27 | 0.29% | Q4 2025 | Jan 26, 2026 |
| Howard Capital Management Group, LLC | History | No change | 9,234 | 248 | 0.02% | 0.02% | 1291 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ellevest, Inc. | History | New | 9,155 | 246 | 0.03% | — | 1292 | +9,155 | New | Q4 2025 | Feb 10, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 9,141 | 245 | 0.03% | 0.03% | 1293 | -1,715 | -15.8% | Q4 2025 | Feb 10, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 9,083 | 244 | 0.04% | 0.05% | 1294 | -744 | -7.57% | Q4 2025 | Feb 10, 2026 |
| Basepoint Wealth LLC | History | Reduced | 9,048 | 243 | 0.15% | 0.34% | 1296 | -9,394 | -50.94% | Q4 2025 | Feb 10, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 9,033 | 243 | 0.04% | 0.05% | 1295 | +91 | 1.02% | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 9,013 | 242 | 0.02% | 0.03% | 1299 | -5,946 | -39.75% | Q4 2025 | Jan 21, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 9,000 | 242 | 0.01% | 0.01% | 1298 | -119 | -1.3% | Q4 2025 | Jan 30, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 9,015 | 242 | 0.06% | 0.06% | 1297 | -54 | -0.6% | Q4 2025 | Feb 13, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 9,018 | 242 | 0.07% | 0.07% | 1300 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Keel Point, LLC | History | Added to | 8,964 | 241 | 0.01% | 0.01% | 1301 | +744 | 9.05% | Q4 2025 | Feb 12, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 8,961 | 241 | 0.04% | 0.04% | 1302 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | No change | 8,953 | 240 | 0.04% | 0.04% | 1303 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LEE DANNER & BASS INC | History | No change | 8,893 | 239 | 0.02% | 0.02% | 1304 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Intrua Financial, LLC | History | Reduced | 8,869 | 238 | 0.03% | 0.03% | 1305 | -2,834 | -24.22% | Q4 2025 | Feb 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 8,825 | 237 | 0.0% | — | 1307 | +8,825 | New | Q4 2025 | Feb 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 8,827 | 237 | 0.02% | 0.02% | 1306 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MKT Advisors LLC | History | No change | 8,691 | 236 | 0.08% | 0.09% | 1308 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Presidio Capital Management, LLC | History | No change | 8,772 | 236 | 0.07% | 0.08% | 1309 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 8,759 | 235 | 0.17% | 0.17% | 1310 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Services of America, Inc. | History | No change | 8,670 | 233 | 0.02% | 0.02% | 1311 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strategic Blueprint, LLC | History | Added to | 8,589 | 231 | 0.01% | 0.01% | 1313 | +205 | 2.45% | Q4 2025 | Jan 30, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 8,601 | 231 | 0.02% | 0.02% | 1312 | +3 | 0.03% | Q4 2025 | Feb 09, 2026 |
| AMJ Financial Wealth Management | History | Added to | 8,570 | 230 | 0.05% | 0.05% | 1316 | +749 | 9.58% | Q4 2025 | Feb 05, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 8,457 | 230 | 0.16% | 0.16% | 1314 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 8,553 | 230 | 0.05% | 0.06% | 1315 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Evercore Wealth Management, LLC | History | No change | 8,523 | 229 | 0.0% | 0.0% | 1317 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mattern Wealth Management LLC | History | No change | 8,496 | 228 | 0.04% | 0.04% | 1318 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Centennial Wealth Advisory LLC | History | No change | 8,478 | 228 | 0.06% | 0.06% | 1319 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 8,451 | 227 | 0.16% | 0.16% | 1320 | +26 | 0.31% | Q4 2025 | Feb 03, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 8,402 | 226 | 0.02% | 0.12% | 1321 | -37,323 | -81.62% | Q4 2025 | Jan 20, 2026 |
| Rare Wolf Capital LLC | History | New | 8,400 | 226 | 0.14% | — | 1323 | +8,400 | New | Q4 2025 | Feb 19, 2026 |
| Legacy Bridge, LLC | History | No change | 8,429 | 226 | 0.09% | 0.09% | 1322 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SOL Capital Management CO | History | Added to | 8,350 | 225 | 0.02% | 0.02% | 1324 | +500 | 6.37% | Q4 2025 | Jan 30, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 8,379 | 225 | 0.03% | 0.04% | 1325 | +5 | 0.06% | Q4 2025 | Jan 14, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 8,252 | 223 | 0.13% | 0.07% | 1326 | +24 | 0.29% | Q4 2025 | Feb 10, 2026 |
| WP Advisors, LLC | History | Added to | 8,229 | 221 | 0.06% | 0.05% | 1327 | +24 | 0.29% | Q4 2025 | Jan 28, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 8,201 | 220 | 0.16% | — | 1328 | +8,201 | New | Q4 2025 | Feb 13, 2026 |
| MSH Capital Advisors LLC | History | New | 8,137 | 218 | 0.05% | — | 1332 | +8,137 | New | Q4 2025 | Feb 09, 2026 |
| LongView Asset Management LLC | History | New | 8,105 | 218 | 0.15% | — | 1331 | +8,105 | New | Q4 2025 | Feb 09, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 8,122 | 218 | 0.01% | 0.02% | 1330 | -135 | -1.63% | Q4 2025 | Feb 11, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Reduced | 8,123 | 218 | 0.17% | 0.18% | 1333 | -46 | -0.56% | Q4 2025 | Feb 10, 2026 |
| Prostatis Group LLC | History | No change | 8,113 | 218 | 0.05% | 0.05% | 1329 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SYM FINANCIAL Corp | History | No change | 8,037 | 216 | 0.02% | 0.02% | 1334 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 8,018 | 215 | 0.03% | 0.03% | 1335 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 7,957 | 214 | 0.1% | 0.1% | 1337 | +51 | 0.65% | Q4 2025 | Feb 10, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 7,980 | 214 | 0.03% | 0.03% | 1336 | +3 | 0.04% | Q4 2025 | Feb 04, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | No change | 7,842 | 214 | 0.14% | 0.14% | 1338 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Beacon Wealthcare LLC | History | No change | 7,866 | 211 | 0.07% | 0.07% | 1339 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 7,820 | 210 | 0.06% | 0.07% | 1340 | -269 | -3.33% | Q4 2025 | Jan 26, 2026 |
| LAWOOD & CO | History | New | 7,800 | 209 | 0.2% | — | 1344 | +7,800 | New | Q4 2025 | Feb 05, 2026 |
| CHAPIN DAVIS, INC. | History | New | 7,783 | 209 | 0.05% | — | 1341 | +7,783 | New | Q4 2025 | Jan 30, 2026 |
| Wealth Management Nebraska | History | Reduced | 7,781 | 209 | 0.02% | 0.02% | 1343 | -81 | -1.03% | Q4 2025 | Jan 28, 2026 |
| Strategic Financial Services, Inc. | History | No change | 7,691 | 209 | 0.01% | 0.01% | 1342 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cypress Capital Group | History | New | 7,735 | 208 | 0.02% | — | 1347 | +7,735 | New | Q4 2025 | Feb 11, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 7,742 | 208 | 0.05% | 0.05% | 1348 | +8 | 0.1% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Capital, Inc. | History | No change | 7,737 | 208 | 0.02% | 0.02% | 1345 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PARTHENON LLC | History | No change | 7,758 | 208 | 0.02% | 0.02% | 1346 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 7,730 | 208 | 0.02% | 0.02% | 1349 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Northern Financial Advisors Inc | History | Reduced | 7,720 | 207 | 0.24% | 0.2% | 1352 | -6,723 | -46.55% | Q4 2025 | Jan 27, 2026 |
| JDM Financial Group LLC | History | Reduced | 7,718 | 207 | 0.08% | 0.13% | 1351 | -3,937 | -33.78% | Q4 2025 | Feb 02, 2026 |
| Choate Investment Advisors | History | Reduced | 7,702 | 207 | 0.0% | 0.01% | 1350 | -2,261 | -22.69% | Q4 2025 | Feb 09, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Reduced | 7,724 | 207 | 0.04% | 0.05% | 1354 | -36 | -0.46% | Q4 2025 | Feb 09, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 7,728 | 207 | 0.02% | 0.02% | 1353 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 7,683 | 206 | 0.01% | 0.01% | 1355 | -491 | -6.01% | Q4 2025 | Feb 04, 2026 |
| Wernau Asset Management Inc. | History | No change | 7,692 | 206 | 0.11% | 0.14% | 1356 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 7,647 | 205 | 0.05% | 0.05% | 1357 | -3 | -0.04% | Q4 2025 | Feb 04, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 7,584 | 204 | 0.02% | 0.02% | 1358 | -369 | -4.64% | Q4 2025 | Jan 20, 2026 |
| Pursuit Wealth Management LLC | History | New | 7,561 | 203 | 0.17% | — | 1360 | +7,561 | New | Q4 2025 | Jan 26, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 7,575 | 203 | 0.13% | 0.13% | 1359 | +512 | 7.25% | Q4 2025 | Feb 10, 2026 |
| Ducere Wealth Management LLC | History | New | 7,516 | 202 | 0.08% | — | 1362 | +7,516 | New | Q4 2025 | Feb 17, 2026 |
| Lesa Sroufe & Co | History | Reduced | 7,509 | 202 | 0.15% | 0.2% | 1361 | -1,682 | -18.3% | Q4 2025 | Jan 22, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | New | 7,502 | 201 | 0.01% | — | 1363 | +7,502 | New | Q4 2025 | Jan 15, 2026 |
| Sandy Cove Advisors, LLC | History | New | 7,500 | 201 | 0.06% | — | 1365 | +7,500 | New | Q4 2025 | Feb 09, 2026 |
| Osbon Capital Management LLC | History | New | 7,478 | 201 | 0.19% | — | 1364 | +7,478 | New | Q4 2025 | Mar 16, 2026 |
| Jacksonville Wealth Management, LLC | History | New | 7,473 | 201 | 0.14% | — | 1367 | +7,473 | New | Q4 2025 | Feb 04, 2026 |
| Accent Capital Management, LLC | History | No change | 7,500 | 201 | 0.09% | 0.08% | 1366 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 7,441 | 200 | 0.05% | 0.0% | 1368 | +7,075 | 1933.06% | Q4 2025 | Feb 02, 2026 |
| Clark Wealth Partners | History | No change | 7,401 | 199 | 0.12% | 0.12% | 1369 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 7,050 | 189 | 0.05% | 0.05% | 1370 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investors Portfolio Services LLC | History | New | 6,958 | 187 | 0.17% | — | 1371 | +6,958 | New | Q4 2025 | Feb 09, 2026 |
| UMB Bank, n.a. | History | Reduced | 6,900 | 185 | 0.0% | 0.0% | 1373 | -300 | -4.17% | Q4 2025 | Feb 13, 2026 |
| PDS Planning, Inc | History | No change | 6,887 | 185 | 0.01% | 0.01% | 1372 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 6,546 | 176 | 0.18% | 0.18% | 1374 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Arlington Trust Co LLC | History | Reduced | 6,489 | 174 | 0.02% | 2.88% | 1375 | -601,080 | -98.93% | Q4 2025 | Jan 30, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 6,445 | 173 | 0.0% | 0.0% | 1376 | +4,829 | 298.82% | Q4 2025 | Feb 11, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 6,300 | 169 | 0.09% | — | 1377 | +6,300 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 6,281 | 169 | 0.01% | — | 1378 | +6,281 | New | Q4 2025 | Jan 21, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 6,208 | 167 | 0.05% | 0.05% | 1379 | +1 | 0.02% | Q4 2025 | Jan 23, 2026 |
| NWK Group, Inc. | History | No change | 6,241 | 167 | 0.06% | 0.06% | 1380 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 6,061 | 163 | 0.01% | — | 1382 | +6,061 | New | Q4 2025 | Feb 03, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 6,078 | 163 | 0.02% | 0.02% | 1381 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Coston, McIsaac & Partners | History | No change | 5,943 | 159 | 0.04% | 0.04% | 1383 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Operose Advisors LLC | History | No change | 5,740 | 154 | 0.04% | 0.04% | 1384 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 5,699 | 153 | 0.13% | — | 1385 | +5,699 | New | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | Added to | 5,612 | 151 | 0.04% | 0.0% | 1386 | +5,193 | 1239.38% | Q4 2025 | Jan 29, 2026 |
| SHP Wealth Management | History | New | 5,583 | 150 | 0.01% | — | 1387 | +5,583 | New | Q4 2025 | Mar 04, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 5,472 | 147 | 0.01% | 0.01% | 1388 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Strategic Advocates LLC | History | Added to | 5,191 | 140 | 0.04% | — | 1389 | +5,185 | 86416.67% | Q4 2025 | Feb 11, 2026 |
| Heritage Wealth Advisors | History | Added to | 5,139 | 138 | 0.01% | 0.01% | 1390 | +163 | 3.28% | Q4 2025 | Feb 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 5,025 | 135 | 0.06% | 0.06% | 1391 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Planning Project LLC | History | New | 4,991 | 134 | 0.03% | — | 1392 | +4,991 | New | Q4 2025 | Feb 12, 2026 |
| Olistico Wealth, LLC | History | New | 4,905 | 131 | 0.06% | — | 1393 | +4,905 | New | Q4 2025 | Jan 13, 2026 |
| Trust Co | History | Added to | 4,646 | 125 | 0.01% | 0.01% | 1394 | +346 | 8.05% | Q4 2025 | Jan 15, 2026 |
| Community Bank, N.A. | History | No change | 4,515 | 121 | 0.01% | 0.01% | 1395 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DAGCO, INC. | History | No change | 4,500 | 121 | 0.03% | 0.03% | 1396 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Alexis Investment Partners, LLC | History | No change | 4,506 | 121 | 0.05% | 0.01% | 1397 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | No change | 4,410 | 120 | 0.01% | 0.01% | 1398 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Stephens Consulting, LLC | History | Reduced | 4,424 | 119 | 0.04% | 0.04% | 1399 | -163 | -3.55% | Q4 2025 | Jan 13, 2026 |
| Activest Wealth Management | History | New | 4,346 | 116 | 0.02% | — | 1401 | +4,346 | New | Q4 2025 | Jan 30, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 4,328 | 116 | 0.01% | 0.01% | 1400 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 4,242 | 114 | 0.07% | — | 1402 | +4,242 | New | Q4 2025 | Feb 19, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 4,022 | 108 | 0.01% | 0.0% | 1404 | +1,875 | 87.33% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Reduced | 4,022 | 108 | 0.01% | 0.01% | 1403 | -264 | -6.16% | Q4 2025 | Jan 30, 2026 |
| Integrity Financial Corp /WA | History | No change | 4,041 | 108 | 0.05% | 0.05% | 1405 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Robbins Farley | History | Reduced | 3,738 | 100 | 0.05% | 0.07% | 1406 | -2,517 | -40.24% | Q4 2025 | Jan 23, 2026 |
| Glassman Wealth Services | History | Reduced | 3,702 | 99 | 0.01% | 0.02% | 1407 | -2,299 | -38.31% | Q4 2025 | Jan 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 3,615 | 97 | 0.01% | — | 1408 | +3,615 | New | Q4 2025 | Feb 09, 2026 |
| Triumph Capital Management | History | New | 3,518 | 94 | 0.02% | — | 1410 | +3,518 | New | Q4 2025 | Feb 12, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Reduced | 3,494 | 94 | 0.04% | 0.04% | 1409 | -425 | -10.84% | Q4 2025 | Jan 27, 2026 |
| Rice Partnership, LLC | History | Reduced | 3,453 | 92 | 0.01% | 0.03% | 1411 | -3,464 | -50.08% | Q4 2025 | Feb 10, 2026 |
| HM PAYSON & CO | History | Added to | 3,366 | 90 | 0.0% | 0.0% | 1412 | +738 | 28.08% | Q4 2025 | Feb 12, 2026 |
| High Note Wealth, LLC | History | No change | 3,312 | 89 | 0.02% | 0.02% | 1413 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kingdom Financial Group LLC. | History | New | 3,241 | 87 | 0.03% | — | 1414 | +3,241 | New | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 3,080 | 84 | 0.01% | 0.02% | 1415 | +149 | 5.08% | Q4 2025 | Feb 02, 2026 |
| McIlrath & Eck, LLC | History | Added to | 3,021 | 81 | 0.01% | 0.01% | 1416 | +554 | 22.46% | Q4 2025 | Feb 03, 2026 |
| Crews Bank & Trust | History | Reduced | 2,999 | 80 | 0.01% | 0.01% | 1418 | -42 | -1.38% | Q4 2025 | Jan 21, 2026 |
| CGC Financial Services, LLC | History | No change | 3,000 | 80 | 0.02% | 0.02% | 1417 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2,943 | 79 | 0.01% | 0.01% | 1419 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| First Pacific Financial | History | No change | 2,897 | 77 | 0.01% | 0.01% | 1420 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| American Capital Advisory, LLC | History | Added to | 2,755 | 74 | 0.03% | 0.03% | 1421 | +8 | 0.29% | Q4 2025 | Jan 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 2,721 | 73 | 0.0% | 0.0% | 1422 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Avion Wealth | History | No change | 2,728 | 73 | 0.02% | 0.02% | 1423 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Caitlin John, LLC | History | No change | 2,739 | 73 | 0.05% | 0.05% | 1424 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Citizens National Bank Trust Department | History | No change | 2,688 | 72 | 0.01% | 0.01% | 1425 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 2,665 | 71 | 0.01% | 0.01% | 1426 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Atlantic Private Wealth, LLC | History | New | 2,577 | 69 | 0.04% | — | 1427 | +2,577 | New | Q4 2025 | Feb 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,552 | 68 | 0.01% | 0.01% | 1428 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 2,418 | 65 | 0.04% | 0.04% | 1429 | +71 | 3.03% | Q4 2025 | Feb 09, 2026 |
| Navalign, LLC | History | New | 2,403 | 64 | 0.02% | — | 1431 | +2,403 | New | Q4 2025 | Feb 05, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 2,390 | 64 | 0.01% | 0.01% | 1430 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Balentine LLC | History | No change | 2,349 | 63 | 0.0% | 0.0% | 1432 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 2,343 | 63 | 0.02% | 0.02% | 1433 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Davis Capital Management | History | Reduced | 2,326 | 62 | 0.04% | 0.04% | 1434 | -2 | -0.09% | Q4 2025 | Jan 28, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 2,174 | 58 | 0.03% | 0.03% | 1435 | -6 | -0.28% | Q4 2025 | Jan 23, 2026 |
| Financial Perspectives, Inc | History | Added to | 2,130 | 57 | 0.02% | 0.02% | 1437 | +7 | 0.33% | Q4 2025 | Jan 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 2,133 | 57 | 0.02% | 0.02% | 1436 | +4 | 0.19% | Q4 2025 | Jan 22, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,101 | 56 | 0.0% | 0.0% | 1438 | -72 | -3.31% | Q4 2025 | Feb 20, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 2,100 | 56 | 0.01% | 0.01% | 1439 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 2,025 | 54 | 0.0% | 0.0% | 1440 | -111 | -5.2% | Q4 2025 | Feb 11, 2026 |
| TSFG, LLC | History | No change | 2,025 | 54 | 0.01% | 0.01% | 1441 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 1,935 | 52 | 0.01% | 0.0% | 1442 | +1,848 | 2124.14% | Q4 2025 | Jan 12, 2026 |
| Lodestone Wealth Management LLC | History | New | 1,872 | 50 | 0.02% | — | 1444 | +1,872 | New | Q4 2025 | Jan 15, 2026 |
| Key Capital Management, INC | History | New | 1,872 | 50 | 0.05% | — | 1445 | +1,872 | New | Q4 2025 | Jan 26, 2026 |
| City State Bank | History | No change | 1,878 | 50 | 0.01% | 0.01% | 1443 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PFS Partners, LLC | History | No change | 1,785 | 48 | 0.02% | 0.02% | 1446 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BOKF, NA | History | No change | 1,764 | 47 | 0.0% | 0.0% | 1447 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HighMark Wealth Management LLC | History | Added to | 1,739 | 46 | 0.02% | 0.02% | 1448 | +5 | 0.29% | Q4 2025 | Feb 05, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 1,693 | 45 | 0.0% | 0.0% | 1449 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Concord Wealth Partners | History | No change | 1,680 | 45 | 0.01% | 0.01% | 1450 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Providence Capital Advisors, LLC | History | No change | 1,560 | 41 | 0.01% | 0.01% | 1451 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ransom Advisory, Ltd | History | New | 1,500 | 40 | 0.02% | — | 1452 | +1,500 | New | Q4 2025 | Jan 06, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 1,465 | 39 | 0.01% | — | 1453 | +1,465 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | No change | 1,481 | 39 | 0.0% | 0.0% | 1454 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 1,444 | 38 | 0.0% | 0.0% | 1455 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 1,406 | 37 | 0.01% | 0.01% | 1456 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,350 | 36 | 0.0% | 0.0% | 1457 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bulwark Capital Corp | History | Reduced | 1,306 | 35 | 0.02% | 0.1% | 1460 | -3,465 | -72.63% | Q4 2025 | Jan 12, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 1,315 | 35 | 0.01% | 0.01% | 1458 | +4 | 0.31% | Q4 2025 | Jan 20, 2026 |
| TFC Financial Management, Inc. | History | Added to | 1,327 | 35 | 0.0% | 0.0% | 1459 | +4 | 0.3% | Q4 2025 | Jan 23, 2026 |
| Tidemark, LLC | History | Added to | 1,275 | 34 | 0.01% | 0.0% | 1462 | +1,053 | 474.32% | Q4 2025 | Feb 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,276 | 34 | 0.0% | 0.0% | 1461 | +4 | 0.31% | Q4 2025 | Jan 08, 2026 |
| Orion Capital Management LLC | History | No change | 1,214 | 32 | 0.01% | 0.01% | 1463 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 1,168 | 31 | 0.01% | 0.01% | 1464 | +100 | 9.36% | Q4 2025 | Feb 05, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 1,127 | 30 | 0.01% | 0.01% | 1465 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1,093 | 29 | 0.0% | 0.0% | 1466 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OPTIMA CAPITAL LLC | History | New | 1,062 | 28 | 0.01% | — | 1469 | +1,062 | New | Q4 2025 | Jan 23, 2026 |
| Archer Investment Corp | History | Added to | 1,047 | 28 | 0.01% | 0.01% | 1467 | +3 | 0.29% | Q4 2025 | Jan 30, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,050 | 28 | 0.01% | 0.01% | 1468 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Team Financial Group, LLC | History | Added to | 996 | 26 | 0.01% | 0.01% | 1472 | +3 | 0.3% | Q4 2025 | Jan 13, 2026 |
| Key FInancial Inc | History | No change | 992 | 26 | 0.0% | 0.0% | 1470 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Luminist Capital LLC | History | No change | 1,000 | 26 | 0.03% | 0.02% | 1471 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| New Republic Capital, LLC | History | No change | 978 | 26 | 0.01% | 0.01% | 1473 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 913 | 25 | 0.02% | — | 1474 | +913 | New | Q4 2025 | Feb 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 902 | 24 | 0.0% | 0.01% | 1475 | -1,340 | -59.77% | Q4 2025 | Jan 20, 2026 |
| TRUST CO OF VERMONT | History | No change | 894 | 24 | 0.0% | 0.0% | 1476 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 894 | 24 | 0.0% | 0.0% | 1477 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 900 | 24 | 0.0% | 0.0% | 1478 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 886 | 23 | 0.01% | 0.01% | 1479 | -536 | -37.69% | Q4 2025 | Jan 23, 2026 |
| Noble Wealth Management PBC | History | No change | 867 | 23 | 0.01% | 0.01% | 1480 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 823 | 22 | 0.0% | 0.0% | 1481 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Paladin Advisory Group, LLC | History | No change | 826 | 22 | 0.02% | 0.02% | 1482 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Valued Wealth Advisors LLC | History | No change | 846 | 22 | 0.01% | 0.01% | 1483 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 799 | 21 | 0.02% | — | 1485 | +799 | New | Q4 2025 | Jan 29, 2026 |
| High Point Wealth Management, LLC | History | New | 784 | 21 | 0.02% | — | 1487 | +784 | New | Q4 2025 | Jan 29, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 796 | 21 | 0.03% | 0.01% | 1486 | +398 | 100.0% | Q4 2025 | Feb 10, 2026 |
| POM Investment Strategies, LLC | History | No change | 810 | 21 | 0.01% | 0.01% | 1484 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Networth Advisors, LLC | History | New | 716 | 19 | 0.01% | — | 1488 | +716 | New | Q4 2025 | Jan 22, 2026 |
| Glen Eagle Advisors, LLC | History | New | 600 | 16 | 0.0% | — | 1493 | +600 | New | Q4 2025 | Feb 13, 2026 |
| Horrell Capital Management, Inc. | History | No change | 606 | 16 | 0.01% | 0.01% | 1489 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 595 | 16 | 0.0% | 0.01% | 1490 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 600 | 16 | 0.01% | 0.01% | 1491 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 627 | 16 | 0.0% | 0.0% | 1492 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Topsail Wealth Management, LLC | History | No change | 630 | 16 | 0.0% | 0.0% | 1494 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 582 | 15 | 0.01% | — | 1495 | +582 | New | Q4 2025 | Feb 17, 2026 |
| Cypress Capital Management LLC (WY) | History | No change | 578 | 15 | 0.01% | 0.01% | 1496 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 556 | 14 | 0.01% | 0.01% | 1497 | -29 | -4.96% | Q4 2025 | Feb 17, 2026 |
| MASECO LLP | History | New | 514 | 13 | 0.0% | — | 1499 | +514 | New | Q4 2025 | Jan 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 490 | 13 | 0.0% | 0.0% | 1498 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 459 | 12 | 0.01% | 0.01% | 1500 | +2 | 0.44% | Q4 2025 | Jan 30, 2026 |
| Main Management LLC | History | No change | 456 | 12 | 0.0% | 0.0% | 1501 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 441 | 11 | 0.01% | — | 1505 | +441 | New | Q4 2025 | Mar 05, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 438 | 11 | 0.01% | 0.01% | 1502 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 417 | 11 | 0.0% | 0.0% | 1503 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 441 | 11 | 0.01% | 0.01% | 1504 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kilter Group LLC | History | Added to | 370 | 9 | 0.0% | 0.0% | 1506 | +20 | 5.71% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 324 | 8 | 0.0% | 0.0% | 1507 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 300 | 8 | 0.0% | 0.0% | 1508 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 280 | 7 | 0.0% | 0.0% | 1509 | +1 | 0.36% | Q4 2025 | Feb 11, 2026 |
| ATMOS ADVISORY, LLC | History | No change | 295 | 7 | 0.0% | 0.0% | 1510 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Greenline Wealth Management LLC | History | New | 238 | 6 | 0.01% | — | 1515 | +238 | New | Q4 2025 | Feb 13, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 235 | 6 | 0.01% | 0.0% | 1513 | +38 | 19.29% | Q4 2025 | Jan 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 237 | 6 | 0.0% | 0.0% | 1511 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| MTM Investment Management, LLC | History | No change | 240 | 6 | 0.0% | 0.0% | 1512 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 225 | 6 | 0.0% | 0.0% | 1514 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cheviot Value Management, LLC | History | No change | 192 | 5 | 0.0% | 0.0% | 1516 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Solstein Capital, LLC | History | No change | 204 | 5 | 0.0% | 0.0% | 1517 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 219 | 5 | 0.0% | 0.0% | 1518 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BESSEMER GROUP INC | History | New | 160 | 4 | 0.0% | — | 1520 | +160 | New | Q4 2025 | Feb 05, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 169 | 4 | 0.0% | 0.0% | 1521 | -14 | -7.65% | Q4 2025 | Feb 13, 2026 |
| United Financial Planning Group LLC | History | Added to | 169 | 4 | 0.0% | 0.0% | 1524 | +1 | 0.6% | Q4 2025 | Feb 11, 2026 |
| FIRST HORIZON CORP | History | No change | 150 | 4 | 0.0% | 0.0% | 1519 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| North Ridge Wealth Advisors, Inc. | History | No change | 160 | 4 | 0.0% | 0.0% | 1522 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Graney & King, LLC | History | No change | 160 | 4 | 0.0% | 0.0% | 1523 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | New | 133 | 3 | 0.0% | — | 1528 | +133 | New | Q4 2025 | Jan 29, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 117 | 3 | 0.0% | 0.0% | 1525 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Founders Financial Alliance, LLC | History | No change | 144 | 3 | 0.0% | 0.0% | 1526 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 125 | 3 | 0.0% | 0.0% | 1527 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Seneschal Advisors, LLC | History | No change | 139 | 3 | 0.0% | 0.0% | 1529 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 82 | 2 | 0.0% | — | 1530 | +82 | New | Q4 2025 | Feb 11, 2026 |
| Camelot Portfolios, LLC | History | New | 78 | 2 | 0.0% | — | 1531 | +78 | New | Q4 2025 | Jan 29, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 108 | 2 | 0.0% | 0.0% | 1532 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wilkerson Advisory Group LLC | History | New | 61 | 1 | 0.0% | — | 1534 | +61 | New | Q4 2025 | Feb 13, 2026 |
| TCTC Holdings, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 1533 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -799,302 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RIVERSEDGE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 1.99% | — | -450,558 | -100.0% | Q3 2025 | Oct 09, 2025 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 3.78% | — | -429,831 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.99% | — | -300,383 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -229,328 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119,940 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 2.12% | — | -83,388 | -100.0% | Q3 2025 | Oct 17, 2025 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.03% | — | -78,281 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Saxony Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.36% | — | -78,135 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -69,239 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -59,313 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Everest Management Corp. | History | Closed out | 0 | 0 | — | 0.91% | — | -54,462 | -100.0% | Q3 2025 | Nov 06, 2025 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.17% | — | -43,651 | -100.0% | Q3 2025 | Nov 07, 2025 |
| LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | History | Closed out | 0 | 0 | — | 0.2% | — | -41,328 | -100.0% | Q3 2025 | Oct 20, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -40,326 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Nalls Sherbakoff Group, LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -36,819 | -100.0% | Q3 2025 | Mar 12, 2026 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -28,299 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -25,051 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MCDONALD PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -20,957 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -16,827 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Peterson Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -15,052 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Stratos Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,014 | -100.0% | Q3 2025 | Nov 06, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -12,684 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SteelPeak Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,573 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SevenBridge Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,326 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,009 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Bragg Financial Advisors, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -8,864 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,472 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealthcare Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,099 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Oxinas Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,963 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Sovereign Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -7,880 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,872 | -100.0% | Q3 2025 | Nov 12, 2025 |
| True Vision MN LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -7,759 | -100.0% | Q3 2025 | Oct 28, 2025 |
| BLB&B Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,634 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,223 | -100.0% | Q3 2025 | Nov 17, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,487 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,046 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,500 | -100.0% | Q3 2025 | Oct 15, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,994 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Decker Retirement Planning Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,266 | -100.0% | Q3 2025 | Oct 27, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,112 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -1,892 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,856 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -970 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -816 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -507 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -462 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Delos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -214 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -198 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Creative Capital Management Investments LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q4 2025 | Jan 23, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | — | — | -37 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Friedenthal Financial | History | Added to | 14 | 0 | — | — | — | +2 | 16.67% | Q4 2025 | Jan 27, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SITTNER & NELSON, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Redwood Park Advisors LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HFM Investment Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |