SPDR SERIES TRUST - SLYV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 5,653,562 | 514,304 | 0.14% | 0.14% | 1 | +141,113 | 2.56% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,369,604 | 124,592 | 0.01% | 0.01% | 2 | -903,408 | -39.74% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,160,530 | 105,573 | 0.2% | 0.2% | 3 | -34,117 | -2.86% | Q4 2025 | Feb 12, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 1,001,946 | 91,147 | 12.67% | 12.61% | 4 | +7,803 | 0.78% | Q4 2025 | Feb 04, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 879,145 | 79,975 | 3.71% | 4.13% | 5 | +578 | 0.07% | Q4 2025 | Jan 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 781,673 | 71,108 | 1.2% | 1.26% | 6 | -6,526 | -0.83% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 713,578 | 64,933 | 0.01% | 0.01% | 7 | +20,417 | 2.95% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 542,526 | 49,353 | 0.05% | 0.06% | 8 | -47,907 | -8.11% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 498,532 | 45,351 | 0.0% | 0.0% | 9 | +44,973 | 9.92% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 458,179 | 41,680 | 0.03% | 0.03% | 10 | -18,442 | -3.87% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 401,850 | 38,031 | 0.05% | 0.06% | 11 | -22,220 | -5.24% | Q4 2025 | Jan 08, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 386,421 | 35,153 | 2.08% | 1.31% | 12 | -14,203 | -3.55% | Q4 2025 | Feb 09, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 370,199 | 33,677 | 0.94% | 0.73% | 13 | +238,253 | 180.57% | Q4 2025 | Feb 10, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 333,839 | 30,369 | 3.08% | 3.05% | 14 | -105 | -0.03% | Q4 2025 | Jan 22, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 317,717 | 28,902 | 1.75% | 1.76% | 15 | +4,396 | 1.4% | Q4 2025 | Jan 07, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 317,208 | 28,856 | 0.2% | 0.21% | 16 | -7,322 | -2.26% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 289,674 | 26,351 | 0.04% | 0.04% | 17 | -6,800 | -2.29% | Q4 2025 | Feb 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 287,856 | 26,186 | 2.2% | 2.21% | 18 | +1,287 | 0.45% | Q4 2025 | Feb 03, 2026 |
| Dean, Jacobson Financial Services, LLC | History | Added to | 285,071 | 25,932 | 16.45% | 17.83% | 19 | +8,298 | 3.0% | Q4 2025 | Feb 03, 2026 |
| Klingman & Associates, LLC | History | Reduced | 281,798 | 25,635 | 1.24% | 1.26% | 20 | -579 | -0.21% | Q4 2025 | Jan 29, 2026 |
| Evensky & Katz LLC | History | Reduced | 278,480 | 25,333 | 1.43% | 1.44% | 21 | -651 | -0.23% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | Reduced | 268,749 | 24,448 | 0.03% | 0.04% | 22 | -4,932 | -1.8% | Q4 2025 | Feb 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 257,329 | 23,409 | 0.39% | — | 23 | +257,329 | New | Q4 2025 | Feb 13, 2026 |
| American Financial Advisors, LLC | History | Reduced | 255,638 | 23,255 | 3.0% | 3.05% | 24 | -11,362 | -4.26% | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 253,181 | 23,031 | 0.0% | 0.0% | 25 | +131 | 0.05% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 216,327 | 19,679 | 0.01% | 0.01% | 26 | -5,194 | -2.34% | Q4 2025 | Feb 10, 2026 |
| Convergence Financial, LLC | History | Reduced | 211,141 | 19,207 | 2.8% | 2.82% | 27 | -518 | -0.24% | Q4 2025 | Feb 11, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Added to | 209,249 | 19,035 | 1.71% | 1.61% | 28 | +3,049 | 1.48% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 208,049 | 18,930 | 0.03% | 0.05% | 29 | -162,170 | -43.8% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 207,745 | 18,898 | 0.63% | 0.62% | 30 | +2,366 | 1.15% | Q4 2025 | Feb 09, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 196,346 | 17,861 | 7.27% | 7.11% | 31 | +8,858 | 4.72% | Q4 2025 | Feb 10, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Added to | 189,409 | 17,230 | 5.19% | 5.1% | 32 | +5,397 | 2.93% | Q4 2025 | Jan 30, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 188,433 | 17,141 | 0.48% | 0.5% | 33 | -8,249 | -4.19% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 186,690 | 16,983 | 0.02% | 0.02% | 34 | -10,131 | -5.15% | Q4 2025 | Feb 12, 2026 |
| One Day In July LLC | History | Added to | 184,922 | 16,822 | 1.38% | 1.25% | 35 | +17,993 | 10.78% | Q4 2025 | Feb 04, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 174,945 | 16,555 | 3.0% | 2.89% | 36 | +3,397 | 1.98% | Q4 2025 | Feb 05, 2026 |
| Key FInancial Inc | History | Reduced | 181,670 | 16,526 | 3.02% | 3.1% | 37 | -6,268 | -3.34% | Q4 2025 | Feb 09, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 180,076 | 16,381 | 0.67% | 0.67% | 38 | +1,267 | 0.71% | Q4 2025 | Jan 27, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 174,641 | 15,887 | 1.03% | 1.02% | 39 | +5,504 | 3.25% | Q4 2025 | Feb 18, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 160,478 | 14,600 | 0.03% | 0.04% | 40 | -13,277 | -7.64% | Q4 2025 | Feb 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 160,090 | 14,563 | 0.96% | 0.96% | 41 | +1,570 | 0.99% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Reduced | 150,823 | 13,720 | 0.0% | 0.0% | 42 | -21,733 | -12.59% | Q4 2025 | Jan 29, 2026 |
| Lutz Financial Services LLC | History | Reduced | 143,431 | 13,047 | 0.89% | 0.93% | 43 | -948 | -0.66% | Q4 2025 | Feb 06, 2026 |
| Optimist Retirement Group LLC | History | Added to | 141,457 | 12,868 | 5.9% | 5.66% | 44 | +136 | 0.1% | Q4 2025 | Feb 09, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 130,283 | 11,623 | 4.25% | 4.55% | 45 | +3,694 | 2.92% | Q4 2025 | Jan 13, 2026 |
| Rothschild Wealth LLC | History | New | 126,913 | 11,545 | 1.11% | — | 46 | +126,913 | New | Q4 2025 | Feb 17, 2026 |
| BIP Wealth, LLC | History | Reduced | 126,344 | 11,493 | 0.41% | 0.58% | 47 | -5,265 | -4.0% | Q4 2025 | Jan 21, 2026 |
| Triangle Securities Wealth Management | History | Added to | 124,815 | 11,354 | 2.39% | 2.48% | 48 | +1,431 | 1.16% | Q4 2025 | Jan 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 122,452 | 11,139 | 0.03% | 0.03% | 49 | +2,107 | 1.75% | Q4 2025 | Feb 05, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 122,319 | 11,127 | 5.52% | 5.4% | 50 | +5,223 | 4.46% | Q4 2025 | Jan 22, 2026 |
| Baird Financial Group, Inc. | History | Added to | 119,509 | 10,871 | 0.02% | 0.02% | 51 | +4,684 | 4.08% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 114,708 | 10,435 | 0.26% | 0.25% | 52 | +5,268 | 4.81% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Reduced | 112,085 | 10,196 | 0.03% | 0.03% | 53 | -16,208 | -12.63% | Q4 2025 | Jan 26, 2026 |
| Asset Dedication, LLC | History | Reduced | 111,605 | 10,152 | 0.67% | 0.69% | 54 | -4,984 | -4.27% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 110,146 | 10,019 | 0.01% | 0.01% | 55 | +23,278 | 26.8% | Q4 2025 | Feb 17, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 106,587 | 9,696 | 0.72% | 0.44% | 56 | +51,508 | 93.52% | Q4 2025 | Jan 28, 2026 |
| LPWM LLC | History | Added to | 100,943 | 9,182 | 2.32% | 2.32% | 57 | +2,744 | 2.79% | Q4 2025 | Jan 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 98,476 | 8,958 | 0.11% | 0.03% | 58 | +65,013 | 194.28% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 96,723 | 8,801 | 0.01% | 0.01% | 59 | -1,411 | -1.44% | Q4 2025 | Feb 13, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 96,693 | 8,796 | 0.82% | 0.88% | 60 | -3,930 | -3.91% | Q4 2025 | Feb 04, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 93,384 | 8,495 | 0.1% | 0.1% | 61 | -559 | -0.6% | Q4 2025 | Jan 21, 2026 |
| Cetera Investment Advisers | History | Added to | 92,296 | 8,396 | 0.01% | 0.01% | 62 | +292 | 0.32% | Q4 2025 | Feb 17, 2026 |
| NWAM LLC | History | Reduced | 90,799 | 8,384 | 0.47% | 0.44% | 63 | -799 | -0.87% | Q4 2025 | Feb 04, 2026 |
| Capasso Planning Partners LLC | History | Added to | 91,720 | 8,343 | 4.57% | 4.41% | 64 | +10,512 | 12.94% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 91,431 | 8,317 | 0.0% | 0.0% | 65 | -35,153 | -27.77% | Q4 2025 | Feb 18, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 85,324 | 7,761 | 0.46% | 0.53% | 66 | -2,746 | -3.12% | Q4 2025 | Jan 28, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 83,552 | 7,600 | 0.08% | 0.08% | 67 | -2,696 | -3.13% | Q4 2025 | Jan 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 82,705 | 7,523 | 1.97% | 1.85% | 68 | +12,899 | 18.48% | Q4 2025 | Jan 27, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 82,904 | 7,272 | 2.53% | 2.34% | 69 | +944 | 1.15% | Q4 2025 | Jan 09, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 76,109 | 6,914 | 0.22% | 0.23% | 70 | -5,113 | -6.3% | Q4 2025 | Jan 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 75,387 | 6,857 | 0.0% | 0.0% | 71 | -17,139 | -18.52% | Q4 2025 | Mar 25, 2026 |
| Arnold Financial Planning LLC | History | New | 75,073 | 6,829 | 7.04% | — | 72 | +75,073 | New | Q4 2025 | Jan 27, 2026 |
| Roberts Financial Services LLC | History | Added to | 73,518 | 6,687 | 2.1% | 2.1% | 73 | +142 | 0.19% | Q4 2025 | Jan 23, 2026 |
| Trilogy Capital Inc. | History | Reduced | 72,544 | 6,599 | 0.29% | 0.31% | 74 | -2,131 | -2.85% | Q4 2025 | Jan 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 72,135 | 6,562 | 0.09% | 0.08% | 75 | +16,270 | 29.12% | Q4 2025 | Feb 09, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 68,099 | 6,249 | 0.84% | 1.09% | 76 | -33,372 | -32.89% | Q4 2025 | Feb 11, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 67,228 | 6,115 | 1.12% | 1.11% | 77 | -1,838 | -2.66% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Reduced | 66,601 | 6,058 | 0.67% | 0.7% | 78 | -3,127 | -4.48% | Q4 2025 | Feb 03, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 66,549 | 6,053 | 0.11% | 0.12% | 79 | -239 | -0.36% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 66,490 | 6,048 | 0.01% | 0.01% | 80 | +2,464 | 3.85% | Q4 2025 | Feb 18, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 66,165 | 6,019 | 0.12% | 0.13% | 81 | -1,346 | -1.99% | Q4 2025 | Feb 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 65,011 | 5,914 | 0.0% | 0.0% | 82 | -4,141 | -5.99% | Q4 2025 | Feb 13, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 64,103 | 5,831 | 0.92% | 0.96% | 83 | -1,612 | -2.45% | Q4 2025 | Jan 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 63,389 | 5,767 | 0.0% | — | 84 | +63,389 | New | Q4 2025 | Feb 17, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 63,149 | 5,744 | 0.93% | 1.01% | 85 | -1,884 | -2.9% | Q4 2025 | Feb 11, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 61,757 | 5,618 | 2.18% | 2.05% | 86 | -1,855 | -2.92% | Q4 2025 | Jan 30, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 61,542 | 5,598 | 0.14% | 0.29% | 87 | -68,874 | -52.81% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 59,264 | 5,391 | 0.03% | 0.04% | 88 | -24,663 | -29.39% | Q4 2025 | Feb 17, 2026 |
| McAdam, LLC | History | Reduced | 59,162 | 5,381 | 0.25% | 0.27% | 89 | -2,986 | -4.8% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 58,369 | 5,309 | 0.03% | 0.02% | 90 | +21,405 | 57.91% | Q4 2025 | Feb 10, 2026 |
| Probity Advisors, Inc. | History | Added to | 56,814 | 5,168 | 0.83% | 0.78% | 91 | +2,289 | 4.2% | Q4 2025 | Jan 27, 2026 |
| Corient Private Wealth LLC | History | Reduced | 55,954 | 5,103 | 0.01% | 0.01% | 92 | -1,404 | -2.45% | Q4 2025 | Mar 09, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 53,392 | 4,968 | 0.44% | 0.44% | 93 | -498 | -0.92% | Q4 2025 | Jan 28, 2026 |
| Midwest Trust Co | History | Reduced | 54,106 | 4,922 | 0.06% | 0.06% | 94 | -143 | -0.26% | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 54,020 | 4,914 | 0.01% | 0.02% | 95 | -28,309 | -34.39% | Q4 2025 | Feb 13, 2026 |
| Marathon Mission, Inc. | History | Added to | 53,928 | 4,905 | 2.84% | 2.84% | 96 | +294 | 0.55% | Q4 2025 | Jan 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 52,001 | 4,730 | 0.69% | 0.7% | 97 | -942 | -1.78% | Q4 2025 | Feb 10, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 51,255 | 4,662 | 3.01% | 2.61% | 98 | -3,227 | -5.92% | Q4 2025 | Feb 09, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 50,927 | 4,632 | 3.4% | — | 99 | +50,927 | New | Q4 2025 | Jan 28, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 49,026 | 4,459 | 0.45% | 0.47% | 100 | -1,950 | -3.83% | Q4 2025 | Feb 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 48,138 | 4,379 | 0.35% | 0.35% | 101 | +198 | 0.41% | Q4 2025 | Feb 04, 2026 |
| May Barnhard Investments LLC | History | Reduced | 47,745 | 4,343 | 2.05% | 2.07% | 102 | -2,571 | -5.11% | Q4 2025 | Jan 28, 2026 |
| New Hampshire Trust | History | Reduced | 46,898 | 4,266 | 0.83% | 0.8% | 103 | -38 | -0.08% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 46,312 | 4,213 | 0.05% | 0.06% | 104 | +2,128 | 4.82% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | Reduced | 45,429 | 4,132 | 0.03% | 0.04% | 105 | -591 | -1.28% | Q4 2025 | Feb 17, 2026 |
| Sankala Group LLC | History | New | 41,798 | 4,106 | 3.28% | — | 106 | +41,798 | New | Q4 2025 | Mar 02, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 44,106 | 4,012 | 1.49% | 1.56% | 107 | -211 | -0.48% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 42,839 | 3,897 | 0.0% | 0.0% | 108 | -37,650 | -46.78% | Q4 2025 | Feb 17, 2026 |
| Marotta Asset Management | History | Reduced | 42,666 | 3,881 | 0.72% | 0.78% | 109 | -3,966 | -8.5% | Q4 2025 | Jan 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 42,535 | 3,869 | 0.01% | 0.01% | 110 | -11,138 | -20.75% | Q4 2025 | Feb 02, 2026 |
| Krilogy Financial LLC | History | Reduced | 39,668 | 3,850 | 0.13% | 0.14% | 111 | -2,412 | -5.73% | Q4 2025 | Jan 27, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 39,153 | 3,811 | 0.09% | 0.09% | 112 | +1,335 | 3.53% | Q4 2025 | Jan 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 39,760 | 3,616 | 0.01% | 0.01% | 113 | -2,801 | -6.58% | Q4 2025 | Feb 17, 2026 |
| Facet Wealth, Inc. | History | Reduced | 36,147 | 3,491 | 0.06% | 0.09% | 114 | -13,825 | -27.67% | Q4 2025 | Jan 29, 2026 |
| BAILARD, INC. | History | Added to | 37,920 | 3,449 | 0.08% | 0.07% | 115 | +147 | 0.39% | Q4 2025 | Feb 04, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 37,427 | 3,404 | 0.02% | 0.02% | 116 | +1,766 | 4.95% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 36,628 | 3,332 | 0.04% | 0.04% | 117 | -715 | -1.91% | Q4 2025 | Jan 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 34,354 | 3,295 | 0.15% | 0.12% | 118 | +10,389 | 43.35% | Q4 2025 | Feb 03, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 36,134 | 3,287 | 0.63% | 0.61% | 119 | +455 | 1.28% | Q4 2025 | Feb 11, 2026 |
| Paragon Capital Management Ltd | History | Added to | 36,084 | 3,282 | 0.65% | 0.27% | 120 | +20,102 | 125.78% | Q4 2025 | Jan 22, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 35,275 | 3,209 | 1.31% | 1.41% | 121 | -191 | -0.54% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 34,763 | 3,162 | 0.01% | 0.01% | 122 | +1,697 | 5.13% | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 33,917 | 3,085 | 0.12% | 0.11% | 123 | +431 | 1.29% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 33,912 | 3,084 | 0.01% | — | 124 | +33,912 | New | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 33,832 | 3,077 | 0.1% | 0.11% | 125 | -853 | -2.46% | Q4 2025 | Feb 06, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 33,548 | 3,051 | 0.22% | 0.22% | 126 | -46 | -0.14% | Q4 2025 | Feb 11, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 32,441 | 2,951 | 0.26% | 0.27% | 127 | -1,427 | -4.21% | Q4 2025 | Feb 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 32,322 | 2,940 | 0.02% | 0.02% | 128 | +489 | 1.54% | Q4 2025 | Feb 12, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 32,078 | 2,918 | 1.83% | 2.3% | 129 | -649 | -1.98% | Q4 2025 | Jan 30, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 31,860 | 2,897 | 0.23% | 0.24% | 130 | -1,533 | -4.59% | Q4 2025 | Feb 17, 2026 |
| Partners in Financial Planning | History | Added to | 31,389 | 2,855 | 0.48% | 0.48% | 131 | +140 | 0.45% | Q4 2025 | Feb 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 31,112 | 2,830 | 0.0% | 0.0% | 132 | +6,225 | 25.01% | Q4 2025 | Feb 17, 2026 |
| Livet Wealth, LLC | History | New | 30,799 | 2,801 | 1.73% | — | 133 | +30,799 | New | Q4 2025 | Feb 13, 2026 |
| Meredith Wealth Planning | History | Reduced | 30,430 | 2,768 | 0.82% | 0.86% | 134 | -125 | -0.41% | Q4 2025 | Jan 16, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 28,478 | 2,590 | 0.14% | 0.1% | 135 | +7,323 | 34.62% | Q4 2025 | Feb 04, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 28,375 | 2,581 | 0.57% | 1.24% | 136 | -32,347 | -53.27% | Q4 2025 | Jan 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 28,350 | 2,580 | 0.03% | 0.03% | 137 | -1,103 | -3.74% | Q4 2025 | Feb 02, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 28,360 | 2,579 | 0.59% | 0.64% | 138 | -1,608 | -5.37% | Q4 2025 | Jan 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 27,652 | 2,515 | 0.0% | 0.0% | 139 | +4,000 | 16.91% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 27,528 | 2,504 | 0.03% | 0.02% | 140 | -1,693 | -5.79% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 27,036 | 2,459 | 0.01% | 0.01% | 141 | +2,859 | 11.83% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 26,807 | 2,438 | 0.0% | 0.0% | 142 | +4,343 | 19.33% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 26,327 | 2,394 | 0.16% | 0.15% | 143 | +1,935 | 7.93% | Q4 2025 | Jan 23, 2026 |
| MidFirst Bank | History | New | 25,861 | 2,352 | 0.19% | — | 144 | +25,861 | New | Q4 2025 | Feb 25, 2026 |
| Brookstone Capital Management | History | Reduced | 25,849 | 2,351 | 0.03% | 0.03% | 145 | -706 | -2.66% | Q4 2025 | Jan 15, 2026 |
| IFG Advisory, LLC | History | Added to | 25,744 | 2,341 | 0.1% | 0.09% | 146 | +2,534 | 10.92% | Q4 2025 | Feb 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 25,599 | 2,328 | 0.11% | 0.14% | 147 | -875 | -3.31% | Q4 2025 | Jan 28, 2026 |
| Blue Barn Wealth, LLC | History | Reduced | 25,127 | 2,285 | 3.33% | 2.09% | 148 | -28,572 | -53.21% | Q4 2025 | Feb 10, 2026 |
| Balance Wealth, LLC | History | Reduced | 25,055 | 2,279 | 0.73% | 0.85% | 149 | -13,536 | -35.08% | Q4 2025 | Jan 21, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 24,181 | 2,199 | 0.5% | 0.57% | 150 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ALTFEST L J & CO INC | History | Added to | 23,586 | 2,145 | 0.23% | 0.14% | 151 | +9,166 | 63.56% | Q4 2025 | Jan 23, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 23,555 | 2,142 | 0.78% | 0.87% | 152 | -1,720 | -6.81% | Q4 2025 | Jan 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 23,240 | 2,114 | 0.03% | 0.03% | 153 | +708 | 3.14% | Q4 2025 | Jan 26, 2026 |
| Mutual Advisors, LLC | History | Reduced | 23,028 | 2,094 | 0.04% | 0.05% | 154 | -1,638 | -6.64% | Q4 2025 | Feb 02, 2026 |
| Focus Financial Network, Inc. | History | Added to | 22,977 | 2,090 | 0.07% | 0.07% | 155 | +365 | 1.61% | Q4 2025 | Jan 12, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 22,870 | 2,080 | 0.72% | 0.83% | 156 | -2,810 | -10.94% | Q4 2025 | Jan 27, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 22,809 | 2,074 | 0.28% | — | 157 | +22,809 | New | Q4 2025 | Feb 04, 2026 |
| MAI Capital Management | History | Reduced | 22,782 | 2,072 | 0.01% | 0.01% | 158 | -139 | -0.61% | Q4 2025 | Feb 13, 2026 |
| Ignite Planners, LLC | History | Reduced | 20,980 | 2,033 | 0.31% | 0.32% | 159 | -906 | -4.14% | Q4 2025 | Feb 06, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 22,176 | 2,017 | 0.19% | 0.2% | 160 | +51 | 0.23% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 22,138 | 2,013 | 0.0% | 0.0% | 161 | +4,171 | 23.21% | Q4 2025 | Feb 11, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 22,106 | 2,010 | 0.97% | 0.98% | 162 | -740 | -3.24% | Q4 2025 | Feb 05, 2026 |
| Indie Asset Partners, LLC | History | Reduced | 22,086 | 2,009 | 2.24% | 2.8% | 163 | -1,616 | -6.82% | Q4 2025 | Feb 03, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 21,762 | 1,979 | 0.35% | 0.35% | 164 | +35 | 0.16% | Q4 2025 | Jan 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 21,541 | 1,959 | 0.04% | 0.04% | 165 | +26 | 0.12% | Q4 2025 | Jan 16, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 21,440 | 1,950 | 0.03% | 0.04% | 166 | -135 | -0.63% | Q4 2025 | Feb 06, 2026 |
| Kassira Wealth Management LLC | History | Reduced | 21,052 | 1,915 | 1.82% | 1.83% | 167 | -409 | -1.91% | Q4 2025 | Feb 03, 2026 |
| Payne Capital Management, LLC | History | Added to | 21,032 | 1,913 | 0.6% | 0.58% | 168 | +725 | 3.57% | Q4 2025 | Feb 02, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | New | 20,912 | 1,902 | 1.85% | — | 169 | +20,912 | New | Q4 2025 | Mar 27, 2026 |
| GTS SECURITIES LLC | History | Reduced | 20,584 | 1,872 | 0.06% | 0.14% | 170 | -21,318 | -50.88% | Q4 2025 | Feb 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 20,420 | 1,857 | 0.21% | 0.21% | 171 | -88 | -0.43% | Q4 2025 | Jan 08, 2026 |
| ASSETMARK, INC | History | Added to | 20,391 | 1,855 | 0.0% | 0.0% | 172 | +84 | 0.41% | Q4 2025 | Jan 23, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 20,309 | 1,847 | 0.78% | 2.36% | 173 | -38,486 | -65.46% | Q4 2025 | Jan 07, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 20,296 | 1,846 | 0.14% | 0.12% | 174 | +2,322 | 12.92% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 20,267 | 1,843 | 0.04% | 0.04% | 175 | -139 | -0.68% | Q4 2025 | Feb 12, 2026 |
| Sensible Money, LLC | History | Reduced | 20,011 | 1,820 | 0.58% | 0.62% | 176 | -475 | -2.32% | Q4 2025 | Feb 09, 2026 |
| Bill Few Associates, Inc. | History | Added to | 19,761 | 1,797 | 0.44% | 0.34% | 177 | +4,958 | 33.49% | Q4 2025 | Jan 12, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 19,615 | 1,784 | 0.28% | 0.28% | 178 | +2,585 | 15.18% | Q4 2025 | Feb 03, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 19,169 | 1,743 | 0.68% | 0.66% | 179 | +110 | 0.58% | Q4 2025 | Jan 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 19,158 | 1,742 | 0.01% | 0.01% | 180 | +1,139 | 6.32% | Q4 2025 | Jan 29, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 19,121 | 1,739 | 0.08% | 0.08% | 181 | -1,871 | -8.91% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 18,505 | 1,683 | 0.0% | 0.0% | 182 | +1,792 | 10.72% | Q4 2025 | Feb 17, 2026 |
| Opus Capital Group, LLC | History | Reduced | 18,468 | 1,680 | 0.18% | 0.19% | 183 | -391 | -2.07% | Q4 2025 | Jan 30, 2026 |
| EP Wealth Advisors, LLC | History | New | 18,457 | 1,679 | 0.01% | — | 184 | +18,457 | New | Q4 2025 | Feb 18, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 18,187 | 1,654 | 0.2% | 0.27% | 185 | -3,689 | -16.86% | Q4 2025 | Jan 09, 2026 |
| Diversified Trust Co | History | No change | 18,053 | 1,642 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| CoreCap Advisors, LLC | History | Added to | 17,728 | 1,612 | 0.06% | 0.06% | 187 | +105 | 0.6% | Q4 2025 | Jan 13, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 17,714 | 1,611 | 0.49% | 0.49% | 188 | -621 | -3.39% | Q4 2025 | Jan 26, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 17,485 | 1,590 | 0.33% | 0.32% | 189 | -442 | -2.47% | Q4 2025 | Feb 12, 2026 |
| ERn Financial, LLC | History | Reduced | 16,754 | 1,524 | 0.29% | 0.3% | 190 | -264 | -1.55% | Q4 2025 | Jan 15, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 16,309 | 1,483 | 0.97% | 1.01% | 191 | -360 | -2.16% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 16,223 | 1,475 | 0.04% | — | 192 | +16,223 | New | Q4 2025 | Feb 17, 2026 |
| LTG Capital LLC | History | Added to | 15,781 | 1,435 | 1.12% | 1.06% | 193 | +564 | 3.71% | Q4 2025 | Feb 11, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 15,652 | 1,423 | 0.27% | 0.28% | 194 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BROWN ADVISORY INC | History | Added to | 15,545 | 1,414 | 0.0% | 0.0% | 195 | +9,722 | 166.96% | Q4 2025 | Feb 13, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 15,500 | 1,410 | 0.6% | 0.59% | 196 | -42 | -0.27% | Q4 2025 | Jan 15, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 15,060 | 1,370 | 0.31% | 0.31% | 197 | +154 | 1.03% | Q4 2025 | Jan 12, 2026 |
| Avant Financial Advisors LLC | History | No change | 14,916 | 1,356 | 0.97% | 1.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,898 | 1,355 | 0.0% | 0.0% | 199 | +8,672 | 139.29% | Q4 2025 | Mar 16, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,652 | 1,332 | 0.0% | 0.0% | 200 | +6,025 | 69.84% | Q4 2025 | Feb 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 14,226 | 1,294 | 0.15% | 0.15% | 201 | -506 | -3.43% | Q4 2025 | Jan 14, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 14,171 | 1,289 | 0.7% | 0.73% | 202 | -386 | -2.65% | Q4 2025 | Jan 23, 2026 |
| Firestone Capital Management | History | Added to | 14,040 | 1,277 | 0.27% | 0.25% | 203 | +1,230 | 9.6% | Q4 2025 | Feb 09, 2026 |
| Liberty Capital Management, Inc. | History | No change | 14,000 | 1,273 | 0.24% | 0.23% | 204 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kendall Capital Management | History | No change | 14,000 | 1,273 | 0.27% | 0.28% | 205 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| American Investment Services, Inc. | History | Reduced | 13,581 | 1,235 | 0.29% | 0.29% | 206 | -22 | -0.16% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 13,441 | 1,222 | 0.0% | 0.01% | 207 | +466 | 3.59% | Q4 2025 | Feb 18, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 13,330 | 1,212 | 0.31% | 0.32% | 208 | -462 | -3.35% | Q4 2025 | Jan 23, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 13,116 | 1,193 | 0.18% | 0.18% | 209 | +1 | 0.01% | Q4 2025 | Feb 03, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 12,799 | 1,164 | 0.12% | 0.13% | 210 | -1,087 | -7.83% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Family Advisors, LLC | History | New | 12,670 | 1,152 | 0.51% | — | 211 | +12,670 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,415 | 1,129 | 0.02% | 0.01% | 212 | +3,316 | 36.44% | Q4 2025 | Feb 02, 2026 |
| Graney & King, LLC | History | Reduced | 12,354 | 1,123 | 0.66% | 0.8% | 214 | -749 | -5.72% | Q4 2025 | Feb 13, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 12,345 | 1,123 | 0.03% | 0.03% | 213 | -50 | -0.4% | Q4 2025 | Feb 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 12,208 | 1,110 | 0.01% | 0.01% | 215 | +1,454 | 13.52% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 12,191 | 1,109 | 0.0% | 0.0% | 216 | -328 | -2.62% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | Added to | 12,175 | 1,107 | 0.02% | 0.01% | 217 | +2,587 | 26.98% | Q4 2025 | Feb 02, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 12,057 | 1,096 | 0.55% | 0.53% | 218 | +28 | 0.23% | Q4 2025 | Jan 30, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 12,012 | 1,092 | 0.7% | 0.73% | 219 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 11,997 | 1,091 | 0.13% | 0.14% | 220 | -421 | -3.39% | Q4 2025 | Jan 08, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 11,883 | 1,080 | 0.68% | 0.66% | 221 | -243 | -2.0% | Q4 2025 | Jan 23, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 11,873 | 1,080 | 0.51% | 0.56% | 222 | +152 | 1.3% | Q4 2025 | Jan 09, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 11,834 | 1,076 | 0.05% | 0.05% | 223 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 11,337 | 1,031 | 0.28% | 0.3% | 224 | -1,034 | -8.36% | Q4 2025 | Jan 23, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 11,209 | 1,019 | 0.62% | 0.7% | 225 | -1,178 | -9.51% | Q4 2025 | Jan 26, 2026 |
| BURNEY CO/ | History | Reduced | 11,147 | 1,014 | 0.03% | 0.03% | 226 | -572 | -4.88% | Q4 2025 | Jan 23, 2026 |
| GFS Advisors, LLC | History | No change | 11,105 | 1,010 | 0.12% | 0.13% | 227 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 10,909 | 992 | 0.07% | 0.07% | 228 | +1,304 | 13.58% | Q4 2025 | Feb 02, 2026 |
| Quent Capital, LLC | History | Reduced | 10,752 | 978 | 0.07% | 0.08% | 229 | -251 | -2.28% | Q4 2025 | Jan 29, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,661 | 969 | 0.01% | 0.01% | 230 | -52 | -0.49% | Q4 2025 | Feb 17, 2026 |
| Diligent Investors, LLC | History | Reduced | 10,646 | 968 | 0.24% | 0.29% | 231 | -2,407 | -18.44% | Q4 2025 | Jan 23, 2026 |
| Highland Financial Advisors, LLC | History | Reduced | 10,345 | 941 | 0.26% | 0.28% | 232 | -772 | -6.94% | Q4 2025 | Jan 23, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 10,253 | 933 | 0.04% | 0.04% | 233 | -33 | -0.32% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group | History | Reduced | 10,212 | 929 | 0.07% | 0.07% | 234 | -331 | -3.14% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 10,154 | 923 | 0.0% | 0.0% | 235 | -152 | -1.47% | Q4 2025 | Jan 29, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 10,156 | 923 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 10,065 | 915 | 0.27% | 0.23% | 238 | +100 | 1.0% | Q4 2025 | Feb 06, 2026 |
| M&T BANK CORP | History | Reduced | 10,059 | 915 | 0.0% | 0.0% | 237 | -77 | -0.76% | Q4 2025 | Jan 30, 2026 |
| KWB Wealth | History | Reduced | 9,968 | 906 | 0.09% | 1.11% | 239 | -116,147 | -92.1% | Q4 2025 | Jan 12, 2026 |
| McMill Wealth Management | History | No change | 9,831 | 894 | 0.25% | 0.25% | 240 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| BlackRock, Inc. | History | Added to | 9,820 | 893 | 0.0% | 0.0% | 241 | +4,883 | 98.91% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 9,757 | 887 | 0.03% | — | 242 | +9,757 | New | Q4 2025 | Feb 13, 2026 |
| OneAscent Family Office, LLC | History | Added to | 9,684 | 880 | 0.6% | 0.7% | 243 | +13 | 0.13% | Q4 2025 | Feb 11, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 9,564 | 870 | 0.49% | 0.51% | 244 | -115 | -1.19% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 9,547 | 868 | 0.04% | 0.08% | 245 | -10,011 | -51.19% | Q4 2025 | Jan 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 9,256 | 841 | 0.01% | 0.01% | 246 | +791 | 9.34% | Q4 2025 | Feb 12, 2026 |
| Carter Financial Group, INC. | History | Reduced | 9,203 | 837 | 0.5% | 0.53% | 247 | -673 | -6.81% | Q4 2025 | Feb 13, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 9,160 | 833 | 0.1% | 0.1% | 248 | -28 | -0.3% | Q4 2025 | Feb 10, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 9,122 | 829 | 0.05% | 0.05% | 249 | -62 | -0.68% | Q4 2025 | Jan 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 9,075 | 825 | 0.04% | 0.04% | 250 | -171 | -1.85% | Q4 2025 | Jan 21, 2026 |
| Betterment LLC | History | Reduced | 9,054 | 824 | 0.0% | 0.0% | 251 | -600 | -6.22% | Q4 2025 | Feb 12, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 9,049 | 823 | 0.7% | 0.69% | 253 | +379 | 4.37% | Q4 2025 | Jan 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 9,052 | 823 | 0.01% | 0.01% | 252 | -180 | -1.95% | Q4 2025 | Feb 18, 2026 |
| Clear Retirement Advice LLC | History | New | 8,321 | 822 | 0.64% | — | 254 | +8,321 | New | Q4 2025 | Feb 24, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,878 | 807 | 0.01% | 0.01% | 256 | -1,740 | -16.39% | Q4 2025 | Jan 26, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 8,874 | 807 | 0.05% | 0.06% | 255 | -888 | -9.1% | Q4 2025 | Feb 04, 2026 |
| One Capital Management, LLC | History | Reduced | 8,775 | 798 | 0.02% | 0.03% | 257 | -1,282 | -12.75% | Q4 2025 | Feb 10, 2026 |
| Western Wealth Management, LLC | History | Reduced | 8,675 | 789 | 0.04% | 0.04% | 258 | -175 | -1.98% | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 8,659 | 787 | 0.21% | 0.31% | 259 | +418 | 5.07% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 8,502 | 773 | 0.07% | 0.07% | 260 | -459 | -5.12% | Q4 2025 | Jan 26, 2026 |
| Park Place Capital Corp | History | New | 8,323 | 757 | 0.16% | — | 261 | +8,323 | New | Q4 2025 | Jan 09, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 8,262 | 751 | 0.12% | 0.12% | 262 | +560 | 7.27% | Q4 2025 | Feb 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 8,250 | 750 | 0.01% | 0.01% | 263 | +31 | 0.38% | Q4 2025 | Feb 02, 2026 |
| JNBA Financial Advisors | History | Reduced | 8,192 | 745 | 0.07% | 0.07% | 264 | -119 | -1.43% | Q4 2025 | Jan 26, 2026 |
| Red Tortoise LLC | History | Added to | 8,162 | 742 | 0.31% | 0.31% | 265 | +29 | 0.36% | Q4 2025 | Jan 22, 2026 |
| YANKCOM Partnership | History | No change | 8,158 | 742 | 0.32% | 0.33% | 266 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Diversified Investment Strategies, LLC | History | Reduced | 8,137 | 740 | 0.49% | 0.47% | 267 | -20 | -0.25% | Q4 2025 | Feb 09, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 8,067 | 733 | 0.07% | 0.07% | 268 | -266 | -3.19% | Q4 2025 | Jan 07, 2026 |
| Atlas Brown,Inc. | History | Added to | 7,995 | 727 | 0.22% | 0.21% | 269 | +5 | 0.06% | Q4 2025 | Jan 09, 2026 |
| Vise Technologies, Inc. | History | Added to | 7,882 | 717 | 0.01% | 0.01% | 270 | +5,616 | 247.84% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 7,867 | 715 | 0.01% | 0.01% | 271 | -225 | -2.78% | Q4 2025 | Feb 13, 2026 |
| Portside Wealth Group, LLC | History | Added to | 7,805 | 709 | 0.1% | 0.08% | 272 | +1,120 | 16.75% | Q4 2025 | Jan 21, 2026 |
| Vestwell Advisors, LLC | History | Reduced | 7,753 | 705 | 0.1% | 0.25% | 273 | -190 | -2.39% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 7,498 | 682 | 0.01% | 0.0% | 274 | +4,696 | 167.59% | Q4 2025 | Jan 29, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 7,457 | 678 | 0.38% | 0.41% | 275 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 7,440 | 676 | 0.2% | 0.22% | 276 | -13 | -0.17% | Q4 2025 | Jan 29, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 6,802 | 671 | 0.34% | 0.36% | 277 | -249 | -3.53% | Q4 2025 | Jan 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 7,260 | 660 | 0.01% | 0.0% | 278 | +471 | 6.94% | Q4 2025 | Jan 05, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 7,033 | 658 | 0.07% | 0.07% | 279 | -238 | -3.27% | Q4 2025 | Jan 12, 2026 |
| Accredited Investors Inc. | History | Reduced | 7,106 | 646 | 0.03% | 0.04% | 280 | -270 | -3.66% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,039 | 640 | 0.0% | 0.01% | 281 | -290 | -3.96% | Q4 2025 | Feb 12, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 6,991 | 635 | 0.26% | 0.26% | 282 | +199 | 2.93% | Q4 2025 | Jan 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,932 | 630 | 0.0% | 0.0% | 283 | +245 | 3.66% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 6,844 | 622 | 0.03% | 0.04% | 284 | -453 | -6.21% | Q4 2025 | Feb 10, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 6,608 | 601 | 0.09% | 0.09% | 285 | -56 | -0.84% | Q4 2025 | Feb 11, 2026 |
| Clarity Wealth Development LLC | History | Reduced | 6,555 | 596 | 0.5% | 0.54% | 286 | -81 | -1.22% | Q4 2025 | Feb 11, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 6,552 | 596 | 0.41% | 0.4% | 287 | +2 | 0.03% | Q4 2025 | Jan 16, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | No change | 6,529 | 593 | 0.14% | 0.15% | 288 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 6,468 | 588 | 0.18% | 0.19% | 289 | -629 | -8.86% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Added to | 6,459 | 587 | 0.0% | 0.0% | 290 | +74 | 1.16% | Q4 2025 | Jan 30, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 6,419 | 583 | 0.0% | 0.0% | 291 | -218 | -3.28% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 10,413 | 580 | 0.01% | 0.02% | 292 | +24 | 0.23% | Q4 2025 | Feb 11, 2026 |
| Savvy Advisors, Inc. | History | New | 6,358 | 578 | 0.02% | — | 293 | +6,358 | New | Q4 2025 | Jan 20, 2026 |
| Smart Portfolios, LLC | History | No change | 6,202 | 564 | 0.56% | 0.53% | 294 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 6,194 | 563 | 0.0% | — | 295 | +6,194 | New | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 6,095 | 554 | 0.0% | 0.0% | 296 | -7,030 | -53.56% | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 6,076 | 552 | 0.03% | 0.03% | 297 | -300 | -4.71% | Q4 2025 | Feb 13, 2026 |
| Richwood Investment Advisors, LLC | History | Reduced | 5,460 | 552 | 0.4% | 0.38% | 298 | -56 | -1.02% | Q4 2025 | Feb 12, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 6,119 | 547 | 0.15% | 0.18% | 299 | -406 | -6.22% | Q4 2025 | Feb 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 5,992 | 545 | 0.0% | 0.0% | 300 | -8 | -0.13% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,890 | 535 | 0.01% | 0.01% | 301 | -431 | -6.82% | Q4 2025 | Jan 14, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 5,871 | 534 | 0.15% | 0.16% | 302 | -74 | -1.24% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 5,858 | 532 | 0.0% | — | 303 | +5,858 | New | Q4 2025 | Feb 13, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 5,859 | 532 | 0.12% | 0.13% | 304 | -795 | -11.95% | Q4 2025 | Feb 11, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 5,840 | 531 | 0.19% | 0.19% | 305 | -29 | -0.49% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 5,832 | 530 | 0.0% | — | 306 | +5,832 | New | Q4 2025 | Feb 05, 2026 |
| Engineers Gate Manager LP | History | Reduced | 5,738 | 521 | 0.01% | 0.01% | 307 | -1,519 | -20.93% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 5,579 | 507 | 0.0% | 0.0% | 308 | -13 | -0.23% | Q4 2025 | Feb 03, 2026 |
| SEI INVESTMENTS CO | History | New | 5,547 | 504 | 0.0% | — | 309 | +5,547 | New | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 5,546 | 504 | 0.01% | 0.01% | 311 | -58 | -1.03% | Q4 2025 | Feb 09, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 5,542 | 504 | 0.09% | 0.09% | 310 | +4 | 0.07% | Q4 2025 | Jan 27, 2026 |
| Brooklyn Investment Group | History | New | 5,442 | 502 | 0.02% | — | 314 | +5,442 | New | Q4 2025 | Feb 12, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 5,088 | 502 | 0.07% | 0.08% | 313 | -1,415 | -21.76% | Q4 2025 | Jan 23, 2026 |
| Waldron Private Wealth LLC | History | No change | 5,524 | 502 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 5,470 | 497 | 0.12% | 0.14% | 316 | -582 | -9.62% | Q4 2025 | Jan 12, 2026 |
| HRT FINANCIAL LP | History | Reduced | 5,465 | 497 | 0.0% | 0.0% | 315 | -363 | -6.23% | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | Added to | 5,402 | 496 | 0.01% | 0.01% | 317 | +118 | 2.23% | Q4 2025 | Jan 23, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 5,450 | 495 | 0.05% | 0.05% | 318 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Glenview Trust Co | History | Reduced | 5,426 | 493 | 0.01% | 0.01% | 319 | -89 | -1.61% | Q4 2025 | Feb 09, 2026 |
| Apeiron RIA LLC | History | Reduced | 5,026 | 492 | 0.1% | 0.1% | 320 | -341 | -6.35% | Q4 2025 | Feb 03, 2026 |
| Weinberger Asset Management, Inc | History | No change | 5,363 | 487 | 0.18% | 0.17% | 321 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Traction Financial Partners, LLC | History | No change | 5,341 | 485 | 0.29% | 0.29% | 322 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 5,263 | 478 | 0.05% | — | 323 | +5,263 | New | Q4 2025 | Feb 11, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 5,250 | 477 | 0.19% | 0.21% | 324 | +30 | 0.57% | Q4 2025 | Feb 02, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 5,182 | 471 | 0.02% | 0.04% | 325 | -2,548 | -32.96% | Q4 2025 | Feb 04, 2026 |
| GWN SECURITIES INC. | History | Added to | 5,128 | 466 | 0.09% | 0.09% | 326 | +680 | 15.29% | Q4 2025 | Feb 11, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Reduced | 5,112 | 465 | 0.05% | 0.06% | 327 | -279 | -5.18% | Q4 2025 | Jan 12, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 5,028 | 457 | 0.04% | 0.06% | 328 | -1,854 | -26.94% | Q4 2025 | Jan 29, 2026 |
| Fairscale Capital, LLC | History | Added to | 4,966 | 451 | 0.3% | 0.27% | 329 | +567 | 12.89% | Q4 2025 | Feb 17, 2026 |
| CGN Advisors LLC | History | Reduced | 4,954 | 450 | 0.04% | 0.04% | 330 | -74 | -1.47% | Q4 2025 | Jan 05, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 4,928 | 448 | 0.3% | 0.38% | 331 | -1,625 | -24.8% | Q4 2025 | Feb 17, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 4,683 | 447 | 0.07% | 0.07% | 333 | -27 | -0.57% | Q4 2025 | Jan 26, 2026 |
| Anson Capital, Inc. | History | No change | 4,919 | 447 | 0.33% | 0.33% | 332 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Addis & Hill, Inc | History | No change | 4,899 | 445 | 0.27% | 0.27% | 334 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Friday Financial | History | Added to | 4,838 | 440 | 0.16% | 0.14% | 335 | +971 | 25.11% | Q4 2025 | Jan 09, 2026 |
| SilverOak Wealth Management LLC | History | No change | 4,829 | 439 | 0.07% | 0.07% | 336 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 4,809 | 437 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 4,772 | 434 | 0.01% | 0.01% | 338 | +437 | 10.08% | Q4 2025 | Feb 17, 2026 |
| Jacobs Equity LLC | History | New | 4,736 | 430 | 0.41% | — | 339 | +4,736 | New | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | History | Reduced | 4,713 | 428 | 0.01% | 0.01% | 342 | -177 | -3.62% | Q4 2025 | Feb 19, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 4,706 | 428 | 0.17% | 0.18% | 341 | +14 | 0.3% | Q4 2025 | Feb 02, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 4,234 | 428 | 0.01% | 0.01% | 340 | +13 | 0.31% | Q4 2025 | Feb 09, 2026 |
| One Degree Advisors Inc | History | No change | 4,708 | 428 | 0.12% | 0.13% | 343 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Intrua Financial, LLC | History | Added to | 4,599 | 418 | 0.04% | 0.04% | 344 | +38 | 0.83% | Q4 2025 | Feb 05, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 4,568 | 415 | 0.18% | 0.21% | 345 | -378 | -7.64% | Q4 2025 | Jan 16, 2026 |
| Independent Advisor Alliance | History | Reduced | 4,533 | 412 | 0.01% | 0.01% | 346 | -277 | -5.76% | Q4 2025 | Feb 04, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 4,511 | 410 | 0.01% | 0.02% | 347 | -1,768 | -28.16% | Q4 2025 | Jan 07, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 4,434 | 403 | 0.01% | 0.01% | 348 | +643 | 16.96% | Q4 2025 | Feb 04, 2026 |
| Tranquility Partners, LLC | History | No change | 4,415 | 401 | 0.14% | 0.13% | 349 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 4,342 | 394 | 0.02% | 0.02% | 350 | +796 | 22.45% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Advisory, LLC | History | No change | 4,261 | 387 | 0.04% | 0.04% | 351 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 4,202 | 382 | 0.06% | 0.07% | 352 | -917 | -17.91% | Q4 2025 | Feb 12, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 4,208 | 382 | 0.06% | 0.06% | 353 | -13 | -0.31% | Q4 2025 | Jan 23, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,198 | 381 | 0.0% | 0.0% | 355 | +82 | 1.99% | Q4 2025 | Feb 17, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 4,189 | 381 | 0.06% | 0.06% | 354 | -21 | -0.5% | Q4 2025 | Jan 16, 2026 |
| Summit Financial, LLC | History | Added to | 4,185 | 380 | 0.01% | 0.01% | 356 | +42 | 1.01% | Q4 2025 | Feb 13, 2026 |
| Third View Private Wealth, LLC | History | New | 4,160 | 378 | 0.05% | — | 357 | +4,160 | New | Q4 2025 | Jan 23, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 4,023 | 366 | 0.05% | 0.06% | 358 | +90 | 2.29% | Q4 2025 | Feb 04, 2026 |
| Tempo Wealth, LLC | History | New | 4,016 | 365 | 0.07% | — | 359 | +4,016 | New | Q4 2025 | Feb 25, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 3,996 | 363 | 0.01% | 0.01% | 361 | -23 | -0.57% | Q4 2025 | Feb 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 4,000 | 363 | 0.0% | 0.0% | 360 | -1 | -0.02% | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | No change | 3,954 | 359 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealth Management Nebraska | History | Reduced | 3,944 | 358 | 0.04% | 0.04% | 363 | -152 | -3.71% | Q4 2025 | Jan 28, 2026 |
| Crescent Sterling, Ltd. | History | No change | 3,920 | 356 | 0.36% | 0.36% | 364 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Bangor Savings Bank | History | No change | 3,910 | 355 | 0.03% | 0.03% | 365 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 3,874 | 352 | 0.01% | 0.01% | 366 | -1,373 | -26.17% | Q4 2025 | Jan 23, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,877 | 352 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 3,749 | 341 | 0.05% | 0.05% | 368 | -418 | -10.03% | Q4 2025 | Jan 23, 2026 |
| Amicus Financial Advisors, LLC | History | New | 3,729 | 339 | 0.09% | — | 369 | +3,729 | New | Q4 2025 | Mar 02, 2026 |
| Sigma Planning Corp | History | Added to | 3,657 | 332 | 0.01% | 0.01% | 370 | +10 | 0.27% | Q4 2025 | Jan 30, 2026 |
| Sovran Advisors, LLC | History | Reduced | 3,363 | 329 | 0.03% | 0.03% | 371 | -594 | -15.01% | Q4 2025 | Jan 20, 2026 |
| Seed Wealth Management, Inc. | History | No change | 3,580 | 325 | 0.22% | 0.22% | 372 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 3,540 | 322 | 0.23% | 0.21% | 374 | +405 | 12.92% | Q4 2025 | Jan 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 3,548 | 322 | 0.01% | 0.01% | 373 | -240 | -6.34% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 3,517 | 319 | 0.0% | 0.0% | 375 | -931 | -20.93% | Q4 2025 | Feb 17, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 3,486 | 317 | 0.21% | 0.25% | 376 | +1 | 0.03% | Q4 2025 | Jan 26, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 3,463 | 315 | 0.04% | 0.05% | 377 | -74 | -2.09% | Q4 2025 | Feb 13, 2026 |
| Morton Brown Family Wealth, LLC | History | Reduced | 3,452 | 314 | 0.09% | 0.1% | 378 | -443 | -11.37% | Q4 2025 | Jan 28, 2026 |
| Creekside Partners | History | Reduced | 3,343 | 304 | 0.13% | 0.15% | 379 | -575 | -14.68% | Q4 2025 | Feb 13, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 3,327 | 302 | 0.01% | 0.01% | 380 | +470 | 16.45% | Q4 2025 | Feb 06, 2026 |
| Visionary Wealth Advisors | History | Reduced | 3,308 | 300 | 0.01% | 0.01% | 381 | -161 | -4.64% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,279 | 298 | 0.0% | 0.0% | 382 | +2,443 | 292.22% | Q4 2025 | Feb 02, 2026 |
| Pacifica Partners Inc. | History | No change | 3,231 | 296 | 0.13% | 0.1% | 383 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Net Worth Advisory Group | History | New | 3,252 | 295 | 0.06% | — | 385 | +3,252 | New | Q4 2025 | Jan 14, 2026 |
| Narus Financial Partners, LLC | History | No change | 3,250 | 295 | 0.08% | 0.08% | 384 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| XY Planning Network, Inc. | History | Reduced | 3,235 | 294 | 0.05% | 0.1% | 386 | -425 | -11.61% | Q4 2025 | Jan 26, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 3,211 | 292 | 0.07% | — | 387 | +3,211 | New | Q4 2025 | Feb 02, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 3,187 | 289 | 0.0% | 0.0% | 388 | -25 | -0.78% | Q4 2025 | Jan 21, 2026 |
| TBH Global Asset Management, LLC | History | No change | 3,171 | 288 | 0.05% | 0.05% | 389 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Snider Financial Group | History | Reduced | 3,141 | 285 | 0.08% | 0.09% | 390 | -576 | -15.5% | Q4 2025 | Jan 21, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 3,088 | 280 | 0.05% | 0.05% | 391 | -168 | -5.16% | Q4 2025 | Jan 23, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 3,040 | 276 | 0.1% | 0.11% | 393 | -6 | -0.2% | Q4 2025 | Jan 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 3,043 | 276 | 0.03% | 0.03% | 392 | -1 | -0.03% | Q4 2025 | Jan 20, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 3,029 | 275 | 0.16% | 0.18% | 395 | -71 | -2.29% | Q4 2025 | Feb 09, 2026 |
| Allred Capital Management, LLC | History | No change | 3,030 | 275 | 0.1% | 0.09% | 394 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Richmond Investment Services, LLC | History | Added to | 2,980 | 271 | 0.05% | 0.04% | 397 | +680 | 29.57% | Q4 2025 | Feb 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 2,988 | 271 | 0.28% | 0.29% | 396 | +21 | 0.71% | Q4 2025 | Feb 13, 2026 |
| 626 Financial, LLC | History | No change | 2,965 | 269 | 0.12% | 0.11% | 398 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 2,927 | 266 | 0.13% | 0.18% | 399 | +20 | 0.69% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,924 | 265 | 0.0% | 0.0% | 400 | +770 | 35.75% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,916 | 265 | 0.01% | 0.01% | 401 | -156 | -5.08% | Q4 2025 | Feb 06, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 2,845 | 264 | 0.01% | 0.01% | 402 | -172 | -5.7% | Q4 2025 | Jan 08, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 2,908 | 264 | 0.13% | 0.15% | 403 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NOVEM GROUP | History | Added to | 2,884 | 262 | 0.03% | 0.03% | 404 | +402 | 16.2% | Q4 2025 | Jan 27, 2026 |
| Leslie Global Wealth, LLC | History | Reduced | 2,876 | 261 | 0.12% | 0.15% | 405 | -652 | -18.48% | Q4 2025 | Feb 02, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 2,875 | 261 | 0.22% | 0.22% | 406 | +46 | 1.63% | Q4 2025 | Jan 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,869 | 260 | 0.0% | 0.0% | 407 | -1,100 | -27.71% | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | Reduced | 2,853 | 259 | 0.03% | 0.04% | 409 | -135 | -4.52% | Q4 2025 | Jan 29, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 2,851 | 259 | 0.07% | 0.07% | 408 | -50 | -1.72% | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,838 | 258 | 0.0% | 0.0% | 410 | +14 | 0.5% | Q4 2025 | Feb 04, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 2,818 | 256 | 0.27% | 0.21% | 411 | -445 | -13.64% | Q4 2025 | Jan 23, 2026 |
| Lido Advisors, LLC | History | Added to | 2,884 | 255 | 0.0% | 0.0% | 412 | +68 | 2.41% | Q4 2025 | Feb 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 2,802 | 254 | 0.0% | 0.0% | 413 | -415 | -12.9% | Q4 2025 | Feb 10, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 2,800 | 254 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Avant Capital LLC | History | Reduced | 2,784 | 253 | 0.17% | 0.18% | 415 | -52 | -1.83% | Q4 2025 | Feb 13, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | No change | 2,790 | 253 | 0.08% | 0.08% | 416 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning, LLC | History | New | 2,767 | 251 | 0.06% | — | 417 | +2,767 | New | Q4 2025 | Mar 17, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Added to | 2,750 | 250 | 0.16% | 0.15% | 418 | +13 | 0.47% | Q4 2025 | Jan 22, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 2,745 | 249 | 0.06% | 0.07% | 421 | -324 | -10.56% | Q4 2025 | Jan 07, 2026 |
| COURIER CAPITAL LLC | History | Added to | 2,743 | 249 | 0.01% | 0.01% | 419 | +240 | 9.59% | Q4 2025 | Jan 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,711 | 249 | 0.02% | 0.02% | 420 | -140 | -4.91% | Q4 2025 | Jan 15, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 2,735 | 248 | 0.53% | 0.4% | 423 | -36,536 | -93.04% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 2,734 | 248 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Sherman Wealth Management LLC | History | New | 2,715 | 246 | 0.21% | — | 424 | +2,715 | New | Q4 2025 | Jan 15, 2026 |
| American Trust | History | Added to | 2,704 | 245 | 0.02% | 0.02% | 425 | +97 | 3.72% | Q4 2025 | Feb 17, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,677 | 243 | 0.03% | 0.03% | 426 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 2,663 | 242 | 0.02% | 0.02% | 427 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 2,658 | 241 | 0.07% | 0.04% | 428 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,642 | 240 | 0.0% | 0.0% | 429 | +653 | 32.83% | Q4 2025 | Feb 12, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 2,644 | 240 | 0.1% | 0.1% | 430 | +16 | 0.61% | Q4 2025 | Feb 13, 2026 |
| Team Hewins, LLC | History | No change | 2,644 | 240 | 0.08% | 0.08% | 431 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,631 | 239 | 0.0% | 0.0% | 432 | +117 | 4.65% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,602 | 236 | 0.0% | 0.0% | 433 | -253 | -8.86% | Q4 2025 | Jan 26, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 2,568 | 233 | 0.06% | 0.06% | 434 | +7 | 0.27% | Q4 2025 | Feb 03, 2026 |
| Faithward Advisors, LLC | History | Reduced | 2,539 | 230 | 0.03% | 0.03% | 435 | -91 | -3.46% | Q4 2025 | Feb 17, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 2,523 | 229 | 0.12% | 0.12% | 436 | +16 | 0.64% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 2,511 | 228 | 0.07% | 0.07% | 439 | -164 | -6.13% | Q4 2025 | Jan 22, 2026 |
| Providence Financial Advisors, LLC | History | Reduced | 2,508 | 228 | 0.23% | 0.22% | 440 | -104 | -3.98% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,510 | 228 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,516 | 228 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Orin Green Financial, LLC | History | No change | 2,489 | 226 | 0.09% | 0.09% | 441 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 2,404 | 218 | 0.0% | 0.0% | 442 | +50 | 2.12% | Q4 2025 | Feb 10, 2026 |
| Foster Group, Inc. | History | Added to | 2,401 | 218 | 0.01% | 0.01% | 443 | +30 | 1.27% | Q4 2025 | Jan 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 2,390 | 217 | 0.02% | 0.03% | 444 | -125 | -4.97% | Q4 2025 | Jan 22, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 2,374 | 215 | 0.09% | 0.09% | 445 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 2,356 | 214 | 0.08% | 0.08% | 446 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TFB Advisors LLC | History | Added to | 2,332 | 212 | 0.06% | 0.06% | 447 | +12 | 0.52% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | New | 2,327 | 211 | 0.01% | — | 448 | +2,327 | New | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 2,306 | 210 | 0.01% | — | 449 | +2,306 | New | Q4 2025 | Feb 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 2,309 | 210 | 0.01% | 0.01% | 450 | +9 | 0.39% | Q4 2025 | Jan 27, 2026 |
| Windward Private Wealth Management Inc. | History | No change | 2,302 | 209 | 0.07% | 0.07% | 451 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Avestar Capital, LLC | History | No change | 2,296 | 208 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WRAPMANAGER INC | History | Reduced | 2,280 | 207 | 0.07% | 0.08% | 453 | -807 | -26.14% | Q4 2025 | Feb 06, 2026 |
| NorthAvenue LLC | History | New | 2,266 | 206 | 0.17% | — | 455 | +2,266 | New | Q4 2025 | Apr 02, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 2,271 | 206 | 0.05% | 0.05% | 454 | +87 | 3.98% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisors, LLC | History | New | 2,242 | 203 | 0.0% | — | 456 | +2,242 | New | Q4 2025 | Jan 13, 2026 |
| Balefire, LLC | History | New | 2,211 | 201 | 0.04% | — | 457 | +2,211 | New | Q4 2025 | Jan 12, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 2,206 | 200 | 0.14% | 0.17% | 459 | -331 | -13.05% | Q4 2025 | Jan 23, 2026 |
| Sachetta, LLC | History | Reduced | 2,205 | 200 | 0.11% | 0.07% | 458 | -45 | -2.0% | Q4 2025 | Feb 02, 2026 |
| CENTRAL TRUST Co | History | Reduced | 2,073 | 188 | 0.0% | 0.0% | 460 | -325 | -13.55% | Q4 2025 | Feb 02, 2026 |
| Navalign, LLC | History | Reduced | 1,915 | 174 | 0.04% | 0.06% | 461 | -789 | -29.18% | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,888 | 171 | 0.01% | 0.01% | 462 | -23 | -1.2% | Q4 2025 | Feb 06, 2026 |
| Centerpoint Advisors, LLC | History | No change | 1,844 | 168 | 0.05% | 0.05% | 463 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 1,591 | 145 | 0.03% | 0.04% | 464 | -113 | -6.63% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,558 | 141 | 0.0% | 0.0% | 465 | +11 | 0.71% | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,509 | 137 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Abound Wealth Management | History | Added to | 1,463 | 133 | 0.03% | 0.03% | 467 | +1 | 0.07% | Q4 2025 | Jan 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,435 | 130 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,375 | 126 | 0.0% | 0.0% | 469 | +484 | 54.32% | Q4 2025 | Feb 13, 2026 |
| Urban Financial Advisory Corp | History | Added to | 1,376 | 125 | 0.05% | 0.06% | 471 | +8 | 0.58% | Q4 2025 | Feb 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,381 | 125 | 0.04% | 0.04% | 470 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,296 | 117 | 0.02% | 0.02% | 472 | +28 | 2.21% | Q4 2025 | Jan 29, 2026 |
| Kennebec Savings Bank | History | Reduced | 1,247 | 113 | 0.1% | 0.1% | 473 | -20 | -1.58% | Q4 2025 | Jan 22, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,237 | 112 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 1,218 | 110 | 0.02% | 0.02% | 475 | -24 | -1.93% | Q4 2025 | Jan 14, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 1,051 | 95 | 0.02% | 0.02% | 476 | +5 | 0.48% | Q4 2025 | Feb 05, 2026 |
| EASTERN BANK | History | No change | 1,000 | 90 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 815 | 74 | 0.01% | — | 479 | +815 | New | Q4 2025 | Jan 27, 2026 |
| Sound Income Strategies, LLC | History | Added to | 764 | 74 | 0.0% | 0.0% | 478 | +305 | 66.45% | Q4 2025 | Jan 21, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 808 | 73 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MASECO LLP | History | New | 775 | 70 | 0.0% | — | 481 | +775 | New | Q4 2025 | Jan 22, 2026 |
| Horizon Investments, LLC | History | New | 731 | 66 | 0.0% | — | 482 | +731 | New | Q4 2025 | Feb 02, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 699 | 64 | 0.01% | 0.01% | 483 | +3 | 0.43% | Q4 2025 | Jan 20, 2026 |
| Collier Financial | History | Reduced | 666 | 60 | 0.05% | 0.05% | 484 | -30 | -4.31% | Q4 2025 | Feb 12, 2026 |
| Laurel Wealth Advisors LLC | History | New | 610 | 55 | 0.01% | — | 485 | +610 | New | Q4 2025 | Jan 30, 2026 |
| Sage Mountain Advisors LLC | History | No change | 565 | 51 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 540 | 49 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 528 | 48 | 0.0% | 0.0% | 488 | +462 | 700.0% | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 518 | 47 | 0.01% | 0.01% | 489 | +271 | 109.72% | Q4 2025 | Feb 05, 2026 |
| Copia Wealth Management | History | No change | 514 | 46 | 0.03% | 0.03% | 490 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bogart Wealth, LLC | History | Reduced | 501 | 45 | 0.0% | 0.0% | 491 | -500 | -49.95% | Q4 2025 | Jan 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 494 | 44 | 0.0% | — | 493 | +494 | New | Q4 2025 | Feb 03, 2026 |
| UMB Bank, n.a. | History | Added to | 494 | 44 | 0.0% | 0.0% | 492 | +102 | 26.02% | Q4 2025 | Feb 13, 2026 |
| Miller Capital Partners, Inc. | History | New | 473 | 43 | 0.02% | — | 494 | +473 | New | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 471 | 42 | 0.0% | — | 495 | +471 | New | Q4 2025 | Feb 12, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Added to | 430 | 39 | 0.05% | 0.04% | 496 | +20 | 4.88% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 411 | 37 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ESL Trust Services, LLC | History | New | 400 | 36 | 0.01% | — | 498 | +400 | New | Q4 2025 | Feb 10, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 382 | 34 | 0.01% | — | 499 | +382 | New | Q4 2025 | Feb 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 368 | 33 | 0.0% | 0.0% | 500 | +2 | 0.55% | Q4 2025 | Feb 20, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 350 | 31 | 0.01% | — | 501 | +350 | New | Q4 2025 | Jan 20, 2026 |
| Glassman Wealth Services | History | Added to | 333 | 30 | 0.0% | 0.0% | 502 | +3 | 0.91% | Q4 2025 | Jan 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 286 | 26 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Versant Capital Management, Inc | History | Reduced | 285 | 25 | 0.0% | 0.0% | 504 | -33 | -10.38% | Q4 2025 | Jan 08, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 282 | 25 | 0.0% | 0.0% | 505 | +1 | 0.36% | Q4 2025 | Jan 20, 2026 |
| Spire Wealth Management | History | Added to | 275 | 24 | 0.0% | 0.0% | 507 | +24 | 9.56% | Q4 2025 | Jan 14, 2026 |
| Richardson Capital Management LLC | History | No change | 264 | 24 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | No change | 270 | 24 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Lodestone Wealth Management LLC | History | New | 262 | 23 | 0.01% | — | 511 | +262 | New | Q4 2025 | Jan 15, 2026 |
| Realta Investment Advisors | History | New | 260 | 23 | 0.01% | — | 510 | +260 | New | Q4 2025 | Jan 20, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 259 | 23 | 0.0% | 0.0% | 509 | +1 | 0.39% | Q4 2025 | Jan 22, 2026 |
| Basepoint Wealth LLC | History | New | 251 | 22 | 0.01% | — | 513 | +251 | New | Q4 2025 | Feb 10, 2026 |
| NBC SECURITIES, INC. | History | Added to | 248 | 22 | 0.0% | 0.0% | 512 | +172 | 226.32% | Q4 2025 | Jan 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 215 | 19 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 195 | 17 | 0.0% | — | 517 | +195 | New | Q4 2025 | Feb 17, 2026 |
| TD Capital Management LLC | History | Added to | 188 | 17 | 0.0% | 0.0% | 515 | +2 | 1.08% | Q4 2025 | Feb 26, 2026 |
| MTM Investment Management, LLC | History | No change | 195 | 17 | 0.01% | 0.01% | 516 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 182 | 16 | 0.0% | 0.0% | 519 | +35 | 23.81% | Q4 2025 | Jan 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 178 | 16 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clark Wealth Partners | History | No change | 179 | 16 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rossby Financial, LCC | History | Reduced | 170 | 15 | 0.0% | 0.01% | 523 | -62 | -26.72% | Q4 2025 | Feb 12, 2026 |
| Morse Asset Management, Inc | History | No change | 165 | 15 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 171 | 15 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BOKF, NA | History | New | 160 | 14 | 0.0% | — | 524 | +160 | New | Q4 2025 | Feb 03, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 158 | 14 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 151 | 13 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tidemark, LLC | History | No change | 132 | 12 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Caitlin John, LLC | History | No change | 142 | 12 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BESSEMER GROUP INC | History | New | 125 | 11 | 0.0% | — | 529 | +125 | New | Q4 2025 | Feb 05, 2026 |
| Operose Advisors LLC | History | Added to | 122 | 11 | 0.0% | 0.0% | 533 | +8 | 7.02% | Q4 2025 | Feb 10, 2026 |
| Kozak & Associates, Inc. | History | Added to | 116 | 11 | 0.0% | 0.0% | 532 | +1 | 0.87% | Q4 2025 | Jan 12, 2026 |
| Towne Trust Company, N.A | History | No change | 125 | 11 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 125 | 11 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 112 | 10 | 0.0% | 0.0% | 534 | +8 | 7.69% | Q4 2025 | Feb 17, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 114 | 10 | 0.0% | 0.0% | 537 | -3 | -2.56% | Q4 2025 | Feb 11, 2026 |
| Davis Capital Management | History | No change | 120 | 10 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 115 | 10 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 99 | 9 | 0.01% | 0.01% | 538 | -31 | -23.85% | Q4 2025 | Feb 10, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 94 | 8 | 0.01% | — | 539 | +94 | New | Q4 2025 | Jan 16, 2026 |
| Westside Investment Management, Inc. | History | No change | 96 | 8 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Qube Research & Technologies Ltd | History | No change | 89 | 8 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 83 | 7 | 0.01% | — | 542 | +83 | New | Q4 2025 | Feb 10, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 69 | 6 | 0.0% | — | 545 | +69 | New | Q4 2025 | Feb 18, 2026 |
| CX Institutional | History | Added to | 68 | 6 | 0.0% | 0.0% | 543 | +1 | 1.49% | Q4 2025 | Feb 02, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 71 | 6 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 60 | 5 | 0.0% | 0.0% | 546 | +33 | 122.22% | Q4 2025 | Jan 23, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 56 | 5 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 62 | 5 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 48 | 4 | 0.0% | 0.02% | 555 | -184 | -79.31% | Q4 2025 | Feb 17, 2026 |
| REAP Financial Group, LLC | History | New | 53 | 4 | 0.0% | — | 556 | +53 | New | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 45 | 4 | 0.0% | — | 549 | +45 | New | Q4 2025 | Feb 10, 2026 |
| Meramec Financial Planners, LLC | History | New | 44 | 4 | 0.0% | — | 557 | +44 | New | Q4 2025 | Feb 10, 2026 |
| Crewe Advisors LLC | History | Reduced | 48 | 4 | 0.0% | 0.0% | 552 | -31 | -39.24% | Q4 2025 | Jan 16, 2026 |
| SIGNATUREFD, LLC | History | No change | 51 | 4 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Tower View Wealth Management LLC | History | No change | 49 | 4 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Costello Asset Management, INC | History | No change | 46 | 4 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Blue Trust, Inc. | History | No change | 50 | 4 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 34 | 3 | 0.0% | 0.0% | 559 | -86 | -71.67% | Q4 2025 | Feb 02, 2026 |
| GAMMA Investing LLC | History | New | 40 | 3 | 0.0% | — | 560 | +40 | New | Q4 2025 | Jan 05, 2026 |
| Front Row Advisors LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HOWE & RUSLING INC | History | Reduced | 24 | 2 | 0.0% | 0.0% | 561 | -166 | -87.37% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 563 | -18 | -54.55% | Q4 2025 | Jan 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 14 | 1 | 0.0% | — | 565 | +14 | New | Q4 2025 | Jan 30, 2026 |
| Founders Capital Management | History | Added to | 22 | 1 | 0.0% | 0.0% | 566 | +1 | 4.76% | Q4 2025 | Jan 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hurley Capital, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 20 | 1 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 5.31% | — | -126,526 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -34,375 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ROYCE & ASSOCIATES LP | History | Closed out | 0 | 0 | — | 0.02% | — | -27,887 | -100.0% | Q3 2025 | Nov 12, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 0.87% | — | -25,275 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -16,096 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -13,062 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pinnacle Holdings, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -8,105 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ground Swell Capital, LLC | History | Closed out | 0 | 0 | — | 1.1% | — | -5,691 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advance Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,676 | -100.0% | Q3 2025 | Oct 10, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -5,220 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,809 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,573 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MJP ASSOCIATES INC /ADV | History | Closed out | 0 | 0 | — | 0.03% | — | -2,533 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FIDUCIENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,533 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Landmark Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,393 | -100.0% | Q3 2025 | Oct 23, 2025 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,263 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Rockwood Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,261 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,359 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,039 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SouthState Bank Corp | History | Reduced | 1 | 0 | — | 0.0% | — | -805 | -99.88% | Q4 2025 | Feb 11, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -622 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -367 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -267 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -170 | -100.0% | Q3 2025 | Oct 15, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -163 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Kiker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -152 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -109 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2025 | Nov 03, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4 | 0 | — | 0.0% | — | -14 | -77.78% | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Camelot Portfolios, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 29, 2026 |
| Networth Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 22, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| Wagner Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Koesten, Hirschmann & Crabtree, INC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 05, 2025 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Golden State Wealth Management, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Longview Financial Advisors LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |