Sony Group Corp - SONY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 800 of
895 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 108,981,588 | 2,789,928 | 0.95% | 1.13% | 1 | +4,337,062 | 4.14% | Q4 2025 | Feb 09, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 58,301,430 | 1,492,516 | 1.13% | 1.42% | 2 | -6,140,660 | -9.53% | Q4 2025 | Feb 11, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 45,090,159 | 1,154,309 | 2.31% | 2.61% | 3 | -1,910,635 | -4.07% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 22,603,685 | 578,654 | 0.03% | 0.04% | 4 | -94,262 | -0.42% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 15,578,794 | 398,817 | 0.03% | 0.03% | 5 | +110,128 | 0.71% | Q4 2025 | Feb 17, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 8,684,097 | 225,786 | 3.73% | 4.63% | 6 | -889,453 | -9.29% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Reduced | 8,371,021 | 214,298 | 0.0% | 0.01% | 7 | -3,227,192 | -27.82% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 7,806,170 | 199,837 | 0.02% | 0.03% | 8 | -390,109 | -4.76% | Q4 2025 | Mar 25, 2026 |
| Capital International Investors | History | Added to | 7,446,889 | 191,533 | 0.03% | 0.03% | 9 | +1,397,271 | 23.1% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 7,419,447 | 189,937 | 0.02% | 0.03% | 10 | -141,596 | -1.87% | Q4 2025 | Feb 17, 2026 |
| HARDING LOEVNER LP | History | Reduced | 7,042,473 | 180,269 | 1.59% | 1.59% | 11 | -494,284 | -6.56% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,778,922 | 173,539 | 0.03% | — | 12 | +6,778,922 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 6,137,083 | 157,109 | 0.01% | 0.01% | 13 | +92,686 | 1.53% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 5,800,362 | 148,489 | 0.02% | 0.01% | 14 | +3,448,730 | 146.65% | Q4 2025 | Feb 17, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 5,608,050 | 143,566 | 0.11% | 0.13% | 15 | -253,415 | -4.32% | Q4 2025 | Feb 11, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Reduced | 5,597,452 | 143,294 | 1.58% | 1.76% | 16 | -459,606 | -7.59% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,376,077 | 137,627 | 0.04% | 0.05% | 17 | -382,519 | -6.64% | Q4 2025 | Feb 10, 2026 |
| GABELLI FUNDS LLC | History | New | 5,319,090 | 136,168 | 0.92% | — | 18 | +5,319,090 | New | Q4 2025 | Feb 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 5,229,003 | 133,862 | 0.19% | 0.23% | 19 | -169,745 | -3.14% | Q4 2025 | Feb 10, 2026 |
| Capital World Investors | History | Added to | 5,076,516 | 129,973 | 0.02% | 0.02% | 20 | +74,768 | 1.49% | Q4 2025 | Feb 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 4,975,032 | 127,360 | 1.22% | 1.46% | 21 | -243,552 | -4.67% | Q4 2025 | Feb 05, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,615,444 | 92,555 | 0.09% | 0.05% | 22 | +1,786,223 | 97.65% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 3,411,634 | 87,342 | 0.15% | 0.19% | 23 | +37,360 | 1.11% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,096,937 | 79,281 | 0.01% | 0.02% | 24 | +95,143 | 3.17% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 2,929,394 | 74,992 | 0.07% | 0.09% | 25 | -22,834 | -0.77% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 2,742,402 | 70,205 | 0.01% | 0.0% | 26 | +1,709,003 | 165.38% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,250,271 | 57,606 | 0.01% | 0.01% | 27 | -137,056 | -5.74% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 2,164,796 | 56,024 | 0.09% | 0.11% | 28 | -129,023 | -5.62% | Q4 2025 | Jan 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,147,687 | 54,980 | 0.0% | 0.0% | 29 | +372,996 | 21.02% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,127,229 | 54,460 | 0.02% | 0.02% | 30 | -78,671 | -3.57% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,007,154 | 51,308 | 0.01% | 0.01% | 31 | -76,684 | -3.68% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,957,039 | 50,100 | 0.03% | 0.03% | 32 | -187,952 | -8.76% | Q4 2025 | Feb 13, 2026 |
| Clark Capital Management Group, Inc. | History | New | 1,874,551 | 47,988 | 0.29% | — | 33 | +1,874,551 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,838,420 | 47,063 | 0.08% | 0.09% | 34 | +76,211 | 4.32% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 1,788,866 | 45,794 | 0.03% | 0.04% | 35 | -2,925 | -0.16% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 1,690,393 | 43,274 | 0.09% | 0.09% | 36 | +230,438 | 15.78% | Q4 2025 | Jan 23, 2026 |
| Pictet North America Advisors SA | History | Added to | 1,537,036 | 39,348 | 3.74% | 4.07% | 37 | +27,945 | 1.85% | Q4 2025 | Jan 16, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,527,317 | 39,099 | 0.05% | 0.03% | 38 | +807,533 | 112.19% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,412,731 | 36,165 | 0.0% | 0.0% | 39 | +205,644 | 17.04% | Q4 2025 | Feb 17, 2026 |
| Minneapolis Portfolio Management Group, LLC | History | Added to | 1,360,772 | 34,835 | 3.97% | 4.46% | 40 | +10,949 | 0.81% | Q4 2025 | Feb 10, 2026 |
| Cartenna Capital, LP | History | New | 1,250,000 | 32,000 | 1.06% | — | 41 | +1,250,000 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,184,578 | 30,325 | 0.0% | 0.0% | 42 | +495,178 | 71.83% | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 1,176,915 | 30,129 | 0.09% | 0.11% | 43 | -70,000 | -5.61% | Q4 2025 | Feb 06, 2026 |
| Walleye Capital LLC | History | Added to | 1,172,363 | 30,012 | 0.09% | 0.03% | 44 | +872,047 | 290.38% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,075,996 | 27,545 | 0.02% | 0.03% | 45 | +36,764 | 3.54% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,026,584 | 26,280 | 0.02% | 0.01% | 46 | +763,978 | 290.92% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 994,119 | 25,449 | 0.14% | 0.16% | 47 | +60,173 | 6.44% | Q4 2025 | Feb 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 973,178 | 24,913 | 0.01% | 0.01% | 48 | +212,971 | 28.01% | Q4 2025 | Jan 23, 2026 |
| Martin Investment Management, LLC | History | Added to | 968,195 | 24,785 | 6.93% | 7.06% | 49 | +3,640 | 0.38% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 962,179 | 24,631 | 0.01% | 0.0% | 50 | +628,064 | 187.98% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 940,345 | 24,072 | 0.01% | 0.01% | 51 | +184,174 | 24.36% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 888,287 | 22,740 | 0.0% | 0.0% | 52 | +86,698 | 10.82% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 880,318 | 22,536 | 0.05% | 0.06% | 53 | +116,403 | 15.24% | Q4 2025 | Feb 17, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 833,175 | 21,329 | 0.42% | 0.7% | 54 | -364,453 | -30.43% | Q4 2025 | Feb 09, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Reduced | 814,583 | 20,853 | 2.31% | 2.63% | 55 | -8,728 | -1.06% | Q4 2025 | Feb 03, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 789,461 | 20,210 | 0.01% | 0.01% | 56 | +38,597 | 5.14% | Q4 2025 | Jan 22, 2026 |
| Invesco Ltd. | History | Reduced | 786,469 | 20,133 | 0.0% | 0.0% | 57 | -63,104 | -7.43% | Q4 2025 | Feb 19, 2026 |
| Foresight Global Investors, Inc. | History | Reduced | 772,116 | 19,766 | 9.3% | 13.9% | 58 | -40,950 | -5.04% | Q4 2025 | Mar 19, 2026 |
| Arnhold LLC | History | No change | 709,663 | 18,167 | 1.38% | 1.71% | 59 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SouthState Bank Corp | History | Added to | 703,610 | 18,012 | 0.81% | 0.93% | 60 | +2,665 | 0.38% | Q4 2025 | Feb 11, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 680,968 | 17,432 | 0.26% | 0.2% | 61 | +202,419 | 42.3% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 666,508 | 17,062 | 0.02% | 0.03% | 62 | +4,758 | 0.72% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 655,846 | 16,789 | 0.0% | 0.0% | 63 | -5,997 | -0.91% | Q4 2025 | Feb 10, 2026 |
| Point72 Asset Management, L.P. | History | New | 641,612 | 16,425 | 0.02% | — | 64 | +641,612 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 638,479 | 16,345 | 0.02% | 0.02% | 65 | -4,417 | -0.69% | Q4 2025 | Jan 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 615,912 | 15,767 | 0.01% | 0.01% | 66 | +164,403 | 36.41% | Q4 2025 | Feb 17, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Reduced | 605,727 | 15,507 | 2.81% | 3.23% | 67 | -3,018 | -0.5% | Q4 2025 | Feb 09, 2026 |
| LMR Partners LLP | History | Reduced | 600,000 | 15,360 | 0.03% | 0.14% | 68 | -519,300 | -46.4% | Q4 2025 | Feb 17, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 589,953 | 15,102 | 0.67% | 0.81% | 69 | -28,851 | -4.66% | Q4 2025 | Jan 23, 2026 |
| CapWealth Advisors, LLC | History | Added to | 587,005 | 15,027 | 1.03% | 1.09% | 70 | +34,595 | 6.26% | Q4 2025 | Feb 06, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Reduced | 575,081 | 14,722 | 0.19% | 0.25% | 71 | -97,652 | -14.52% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 572,906 | 14,666 | 0.01% | 0.01% | 72 | -389 | -0.07% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 563,186 | 14,417 | 0.03% | 0.02% | 73 | +181,991 | 47.74% | Q4 2025 | Mar 16, 2026 |
| IMC-Chicago, LLC | History | Reduced | 559,100 | 14,312 | 0.01% | 0.01% | 74 | -47,500 | -7.83% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Reduced | 553,784 | 14,176 | 0.01% | 0.01% | 75 | -390,688 | -41.37% | Q4 2025 | Feb 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 552,448 | 14,142 | 0.02% | 0.02% | 76 | +77,794 | 16.39% | Q4 2025 | Feb 12, 2026 |
| NORGES BANK | History | New | 538,250 | 13,779 | 0.0% | — | 77 | +538,250 | New | Q4 2025 | Feb 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 527,900 | 13,514 | 0.1% | 0.16% | 78 | -215,800 | -29.02% | Q4 2025 | Jan 29, 2026 |
| Ethic Inc. | History | Added to | 524,594 | 13,429 | 0.21% | 0.24% | 79 | +13,157 | 2.57% | Q4 2025 | Feb 03, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 491,992 | 12,594 | 0.02% | 0.02% | 80 | -9,350 | -1.86% | Q4 2025 | Feb 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 476,404 | 12,195 | 0.17% | 0.23% | 81 | -54,488 | -10.26% | Q4 2025 | Feb 03, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 474,951 | 12,191 | 0.01% | 0.02% | 82 | +2,282 | 0.48% | Q4 2025 | Feb 18, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 471,008 | 12,057 | 0.03% | 0.04% | 83 | -9,067 | -1.89% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 455,672 | 11,664 | 0.05% | 0.04% | 84 | +146,275 | 47.28% | Q4 2025 | Feb 12, 2026 |
| Rock Point Advisors, LLC | History | Added to | 453,752 | 11,616 | 2.91% | 3.34% | 85 | +15,347 | 3.5% | Q4 2025 | Feb 04, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Added to | 445,557 | 11,459 | 0.02% | 0.01% | 86 | +284,629 | 176.87% | Q4 2025 | Feb 09, 2026 |
| Live Oak Private Wealth LLC | History | Reduced | 439,144 | 11,242 | 1.53% | 1.8% | 87 | -9,104 | -2.03% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 419,417 | 10,737 | 0.03% | 0.03% | 88 | +59,836 | 16.64% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 412,484 | 10,559 | 0.01% | 0.01% | 89 | +109,243 | 36.03% | Q4 2025 | Feb 17, 2026 |
| Henry James International Management Inc. | History | Reduced | 404,901 | 10,365 | 3.27% | 3.87% | 90 | -34,614 | -7.88% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 393,561 | 10,075 | 0.11% | 0.13% | 91 | +19,939 | 5.34% | Q4 2025 | Feb 02, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 384,585 | 9,845 | 0.01% | 0.01% | 92 | +46,353 | 13.7% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 380,847 | 9,752 | 0.01% | 0.01% | 93 | +12,952 | 3.52% | Q4 2025 | Feb 13, 2026 |
| Walleye Trading LLC | History | Added to | 376,655 | 9,642 | 0.01% | 0.01% | 94 | +59,785 | 18.87% | Q4 2025 | Feb 13, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 371,198 | 9,606 | 0.06% | 0.07% | 95 | +4,283 | 1.17% | Q4 2025 | Feb 11, 2026 |
| Nixon Capital, LLC | History | Reduced | 371,886 | 9,520 | 2.51% | 3.27% | 96 | -1,182 | -0.32% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 366,922 | 9,393 | 0.01% | 0.01% | 97 | +8,122 | 2.26% | Q4 2025 | Feb 02, 2026 |
| SummitTX Capital, L.P. | History | Added to | 362,972 | 9,292 | 0.28% | 0.15% | 98 | +233,705 | 180.79% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 357,314 | 9,147 | 0.09% | 0.11% | 99 | -16,559 | -4.43% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 355,937 | 9,111 | 0.11% | 0.12% | 100 | -31,030 | -8.02% | Q4 2025 | Feb 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 348,221 | 8,914 | 0.07% | 0.08% | 101 | +3,142 | 0.91% | Q4 2025 | Feb 12, 2026 |
| Boston Partners | History | Reduced | 345,070 | 8,807 | 0.01% | 0.01% | 102 | -21,973 | -5.99% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 342,289 | 8,762 | 0.07% | — | 103 | +342,289 | New | Q4 2025 | Feb 18, 2026 |
| MARKEL GROUP INC. | History | No change | 335,000 | 8,576 | 0.07% | 0.08% | 104 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 317,393 | 8,125 | 0.01% | 0.01% | 105 | +6,393 | 2.06% | Q4 2025 | Feb 18, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 316,032 | 8,090 | 0.06% | 0.06% | 106 | +3,333 | 1.07% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 314,544 | 8,052 | 0.01% | 0.02% | 107 | -537,774 | -63.1% | Q4 2025 | Feb 13, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Reduced | 310,300 | 7,943 | 0.12% | 0.2% | 108 | -25,600 | -7.62% | Q4 2025 | Feb 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 306,106 | 7,836 | 0.01% | 0.02% | 109 | -222,143 | -42.05% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 302,201 | 7,736 | 0.09% | 0.14% | 110 | -114,355 | -27.45% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 299,127 | 7,657 | 0.0% | 0.01% | 111 | -38,229 | -11.33% | Q4 2025 | Feb 06, 2026 |
| DV EQUITIES, LLC | History | New | 298,272 | 7,635 | 1.37% | — | 112 | +298,272 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 298,187 | 7,629 | 0.01% | 0.01% | 113 | -14,750 | -4.71% | Q4 2025 | Mar 09, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 297,409 | 7,613 | 0.16% | — | 114 | +297,409 | New | Q4 2025 | Feb 17, 2026 |
| Boston Common Asset Management, LLC | History | Added to | 290,651 | 7,440 | 0.38% | 0.21% | 115 | +28,007 | 10.66% | Q4 2025 | Jan 15, 2026 |
| Pathstone Holdings, LLC | History | New | 289,449 | 7,409 | 0.03% | — | 116 | +289,449 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 285,862 | 7,318 | 0.02% | 0.02% | 117 | -125 | -0.04% | Q4 2025 | Jan 26, 2026 |
| BFSG, LLC | History | Reduced | 285,366 | 7,305 | 0.71% | 0.8% | 118 | -1,407 | -0.49% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Wealth | History | Added to | 283,211 | 7,250 | 0.01% | 0.01% | 119 | +60,838 | 27.36% | Q4 2025 | Feb 13, 2026 |
| Inlet Private Wealth, LLC | History | Reduced | 276,774 | 7,085 | 1.64% | 1.89% | 120 | -14,850 | -5.09% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 276,693 | 7,083 | 0.01% | 0.01% | 121 | +95,139 | 52.4% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 266,623 | 6,825 | 0.27% | 0.32% | 122 | -25,466 | -8.72% | Q4 2025 | Feb 11, 2026 |
| Callan Family Office, LLC | History | Added to | 266,591 | 6,824 | 0.15% | 0.2% | 123 | +52,577 | 24.57% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 265,400 | 6,794 | 0.09% | 0.09% | 124 | +110,152 | 70.95% | Q4 2025 | Feb 06, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 262,250 | 6,714 | 8.23% | 0.15% | 125 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 260,896 | 6,678 | 0.25% | 0.29% | 126 | -3,614 | -1.37% | Q4 2025 | Jan 28, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 258,638 | 6,621 | 0.12% | 0.14% | 127 | +2,887 | 1.13% | Q4 2025 | Jan 23, 2026 |
| CLARK ESTATES INC/NY | History | No change | 250,000 | 6,400 | 1.55% | 1.64% | 128 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Added to | 241,282 | 6,176 | 0.07% | 0.08% | 129 | +2,990 | 1.25% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 237,139 | 6,070 | 0.03% | 0.02% | 130 | +80,355 | 51.25% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 236,496 | 6,054 | 0.05% | 0.06% | 131 | +23,877 | 11.23% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 234,732 | 6,009 | 0.05% | 0.04% | 132 | +48,456 | 26.01% | Q4 2025 | Jan 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 229,497 | 5,875 | 0.01% | 0.01% | 133 | -4,449 | -1.9% | Q4 2025 | Feb 06, 2026 |
| M&T BANK CORP | History | Reduced | 229,422 | 5,873 | 0.02% | 0.02% | 134 | -18,966 | -7.64% | Q4 2025 | Jan 30, 2026 |
| American Trust Investment Advisors, LLC | History | Added to | 222,357 | 5,692 | 3.04% | 3.23% | 135 | +4,835 | 2.22% | Q4 2025 | Feb 17, 2026 |
| O'Brien Greene & Co. Inc | History | Added to | 221,842 | 5,679 | 1.69% | 1.68% | 136 | +31,914 | 16.8% | Q4 2025 | Feb 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 221,605 | 5,673 | 0.17% | 0.21% | 137 | -19 | -0.01% | Q4 2025 | Feb 13, 2026 |
| Benson Investment Management Company, Inc. | History | New | 217,150 | 5,559 | 1.94% | — | 138 | +217,150 | New | Q4 2025 | Jan 27, 2026 |
| Trexquant Investment LP | History | New | 212,223 | 5,432 | 0.05% | — | 139 | +212,223 | New | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 210,126 | 5,379 | 0.0% | 0.0% | 140 | -92,681 | -30.61% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 207,259 | 5,305 | 0.14% | — | 141 | +207,259 | New | Q4 2025 | Feb 17, 2026 |
| Timber Creek Capital Management LLC | History | Reduced | 206,805 | 5,294 | 1.23% | 1.46% | 142 | -3,392 | -1.61% | Q4 2025 | Jan 23, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 206,703 | 5,291 | 0.86% | 0.99% | 143 | -1,205 | -0.58% | Q4 2025 | Jan 20, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 204,001 | 5,222 | 0.08% | 0.08% | 144 | +8,891 | 4.56% | Q4 2025 | Feb 12, 2026 |
| Humankind Investments LLC | History | Added to | 202,195 | 5,176 | 2.32% | 1.07% | 145 | +40,000 | 24.66% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 436,814 | 5,096 | 0.0% | 0.0% | 146 | -56,686 | -11.49% | Q4 2025 | Feb 11, 2026 |
| Rathbones Group PLC | History | Added to | 196,275 | 5,024 | 0.02% | 0.02% | 147 | +46,452 | 31.0% | Q4 2025 | Feb 06, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 196,221 | 5,023 | 0.01% | 0.01% | 148 | +16,631 | 9.26% | Q4 2025 | Feb 10, 2026 |
| Vident Advisory, LLC | History | Reduced | 194,323 | 4,974 | 0.05% | 0.06% | 149 | -6,350 | -3.16% | Q4 2025 | Feb 18, 2026 |
| PEAK6 LLC | History | Added to | 185,800 | 4,756 | 0.01% | 0.01% | 150 | +7,556 | 4.24% | Q4 2025 | Mar 12, 2026 |
| &PARTNERS | History | Added to | 185,158 | 4,739 | 0.02% | 0.03% | 151 | +20,647 | 12.55% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 184,852 | 4,732 | 0.0% | — | 152 | +184,852 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 178,413 | 4,567 | 0.02% | 0.02% | 153 | +3,613 | 2.07% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 178,270 | 4,561 | 0.01% | 0.01% | 154 | -92,166 | -34.08% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 176,877 | 4,528 | 0.06% | 0.07% | 155 | -27,257 | -13.35% | Q4 2025 | Feb 02, 2026 |
| Vise Technologies, Inc. | History | Added to | 175,557 | 4,494 | 0.09% | 0.16% | 156 | +24,237 | 16.02% | Q4 2025 | Feb 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 173,113 | 4,431 | 0.05% | 0.06% | 157 | +27,122 | 18.58% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 169,588 | 4,341 | 0.01% | 0.01% | 158 | -6,851 | -3.88% | Q4 2025 | Feb 05, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 167,119 | 4,278 | 0.04% | 0.05% | 159 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 164,964 | 4,223 | 0.3% | 0.32% | 160 | +19,214 | 13.18% | Q4 2025 | Jan 14, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 156,079 | 3,995 | 1.77% | 1.96% | 161 | +108 | 0.07% | Q4 2025 | Jan 20, 2026 |
| Aperture Investors, LLC | History | Added to | 154,731 | 3,961 | 0.45% | 0.37% | 162 | +60,227 | 63.73% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 152,608 | 3,906 | 0.06% | 0.07% | 163 | +3,066 | 2.05% | Q4 2025 | Jan 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 151,306 | 3,873 | 0.01% | 0.01% | 164 | -10,680 | -6.59% | Q4 2025 | Feb 12, 2026 |
| JCIC Asset Management Inc. | History | Reduced | 149,195 | 3,819 | 1.17% | 1.37% | 165 | -2,635 | -1.74% | Q4 2025 | Jan 22, 2026 |
| Squarepoint Ops LLC | History | New | 148,175 | 3,793 | 0.0% | — | 166 | +148,175 | New | Q4 2025 | Feb 13, 2026 |
| MARSICO CAPITAL MANAGEMENT LLC | History | Reduced | 144,018 | 3,686 | 0.1% | 0.32% | 167 | -284,385 | -66.38% | Q4 2025 | Feb 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 141,747 | 3,628 | 0.02% | 0.02% | 168 | -854 | -0.6% | Q4 2025 | Jan 12, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | Reduced | 141,470 | 3,622 | 2.04% | 2.31% | 169 | -13,810 | -8.89% | Q4 2025 | Jan 15, 2026 |
| Ravenswood Partners LP | History | Added to | 137,916 | 3,530 | 1.18% | 0.94% | 170 | +34,253 | 33.04% | Q4 2025 | Feb 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 136,043 | 3,482 | 0.01% | 0.04% | 171 | -328,257 | -70.7% | Q4 2025 | Feb 10, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 128,567 | 3,291 | 0.53% | 0.39% | 172 | +56,015 | 77.21% | Q4 2025 | Feb 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 126,096 | 3,228 | 0.01% | 0.01% | 174 | +83,716 | 197.54% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Added to | 126,126 | 3,228 | 0.07% | 0.08% | 173 | +8,978 | 7.66% | Q4 2025 | Jan 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 125,166 | 3,204 | 0.02% | 0.02% | 175 | -2,077 | -1.63% | Q4 2025 | Feb 03, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 124,054 | 3,175 | 0.01% | 0.01% | 176 | +8,654 | 7.5% | Q4 2025 | Feb 13, 2026 |
| Naviter Wealth, LLC | History | Reduced | 123,909 | 3,172 | 0.41% | 0.5% | 177 | -25,095 | -16.84% | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 123,054 | 3,150 | 0.01% | 0.01% | 178 | -565 | -0.46% | Q4 2025 | Feb 11, 2026 |
| Capital International, Inc./CA/ | History | No change | 122,609 | 3,138 | 0.02% | 0.03% | 179 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 120,387 | 3,082 | 0.05% | 0.06% | 180 | -25,102 | -17.25% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 118,601 | 3,036 | 0.01% | 0.01% | 181 | -4,779 | -3.87% | Q4 2025 | Feb 02, 2026 |
| Forum Financial Management, LP | History | No change | 118,617 | 3,036 | 0.04% | 0.05% | 182 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Compound Planning, Inc. | History | Added to | 116,478 | 2,981 | 0.09% | 0.1% | 183 | +6,521 | 5.93% | Q4 2025 | Feb 19, 2026 |
| CHOREO, LLC | History | Reduced | 115,416 | 2,968 | 0.04% | 0.04% | 184 | -381 | -0.33% | Q4 2025 | Jan 23, 2026 |
| CWA Asset Management Group, LLC | History | New | 114,145 | 2,922 | 0.11% | — | 185 | +114,145 | New | Q4 2025 | Jan 07, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 113,772 | 2,912 | 0.73% | 0.78% | 186 | -4,665 | -3.94% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 111,613 | 2,872 | 0.0% | 0.0% | 187 | +6,429 | 6.11% | Q4 2025 | Jan 08, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 111,851 | 2,863 | 0.0% | 0.0% | 188 | -835 | -0.74% | Q4 2025 | Feb 11, 2026 |
| Columbia Asset Management | History | Added to | 109,700 | 2,808 | 0.5% | 0.59% | 189 | +575 | 0.53% | Q4 2025 | Jan 28, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 107,525 | 2,752 | 0.0% | 0.0% | 190 | +26,479 | 32.67% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | Added to | 106,186 | 2,736 | 0.13% | 0.2% | 191 | +50,247 | 89.82% | Q4 2025 | Feb 12, 2026 |
| J. Safra Sarasin Holding AG | History | Reduced | 104,455 | 2,674 | 0.04% | 0.07% | 192 | -44,459 | -29.86% | Q4 2025 | Jan 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 103,229 | 2,642 | 0.01% | 0.01% | 193 | +8,762 | 9.28% | Q4 2025 | Jan 30, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | Reduced | 101,550 | 2,599 | 0.14% | 0.17% | 194 | -8,568 | -7.78% | Q4 2025 | Jan 15, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 100,000 | 2,560 | 0.31% | 0.35% | 196 | -1,000 | -0.99% | Q4 2025 | Jan 07, 2026 |
| Caption Management, LLC | History | No change | 100,000 | 2,560 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 99,335 | 2,542 | 0.05% | 0.06% | 197 | -112 | -0.11% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 98,600 | 2,524 | 0.01% | 0.02% | 198 | -54,234 | -35.49% | Q4 2025 | Feb 12, 2026 |
| BTC Capital Management, Inc. | History | Added to | 98,152 | 2,512 | 0.18% | 0.19% | 199 | +262 | 0.27% | Q4 2025 | Jan 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 97,164 | 2,487 | 0.0% | 0.0% | 200 | +10,234 | 11.77% | Q4 2025 | Feb 10, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 95,300 | 2,439 | 0.12% | 0.27% | 201 | -93,375 | -49.49% | Q4 2025 | Feb 02, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 93,042 | 2,381 | 0.15% | 0.17% | 202 | +309 | 0.33% | Q4 2025 | Feb 17, 2026 |
| Waldron Private Wealth LLC | History | No change | 91,525 | 2,343 | 0.09% | 0.11% | 203 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 96,174 | 2,319 | 0.46% | 0.59% | 204 | +401 | 0.42% | Q4 2025 | Jan 16, 2026 |
| Successful Portfolios LLC | History | Reduced | 92,501 | 2,316 | 1.18% | 1.57% | 205 | -900 | -0.96% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 89,170 | 2,282 | 0.01% | 0.02% | 206 | +272 | 0.31% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 88,787 | 2,272 | 0.04% | 0.05% | 207 | +20,785 | 30.57% | Q4 2025 | Feb 09, 2026 |
| DRW Securities, LLC | History | New | 86,469 | 2,213 | 0.06% | — | 208 | +86,469 | New | Q4 2025 | Feb 12, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 85,799 | 2,196 | 0.05% | — | 209 | +85,799 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 85,229 | 2,181 | 0.0% | 0.0% | 210 | +15,066 | 21.47% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 84,267 | 2,157 | 0.02% | 0.02% | 211 | +25,491 | 43.37% | Q4 2025 | Feb 02, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 84,097 | 2,152 | 0.14% | 0.16% | 212 | -66 | -0.08% | Q4 2025 | Jan 15, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Reduced | 83,919 | 2,148 | 1.27% | 1.63% | 213 | -8,513 | -9.21% | Q4 2025 | Jan 14, 2026 |
| Foyston, Gordon & Payne Inc | History | Reduced | 83,675 | 2,142 | 0.47% | 0.54% | 214 | -1,598 | -1.87% | Q4 2025 | Feb 11, 2026 |
| Vontobel Holding Ltd. | History | No change | 83,115 | 2,127 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 82,856 | 2,121 | 0.53% | 0.57% | 216 | +3,414 | 4.3% | Q4 2025 | Jan 23, 2026 |
| Barden Capital Management, Inc. | History | Reduced | 81,939 | 2,097 | 1.72% | 1.98% | 217 | -700 | -0.85% | Q4 2025 | Jan 06, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 81,534 | 2,087 | 0.2% | 0.21% | 218 | +3,293 | 4.21% | Q4 2025 | Feb 11, 2026 |
| Ballentine Partners, LLC | History | Added to | 80,808 | 2,068 | 0.03% | 0.03% | 219 | +2,775 | 3.56% | Q4 2025 | Feb 03, 2026 |
| CIBC Asset Management Inc | History | Added to | 81,111 | 2,058 | 0.0% | 0.0% | 220 | +60,578 | 295.03% | Q4 2025 | Feb 10, 2026 |
| Engineers Gate Manager LP | History | New | 80,209 | 2,053 | 0.02% | — | 221 | +80,209 | New | Q4 2025 | Feb 17, 2026 |
| Calamos Wealth Management LLC | History | New | 79,596 | 2,037 | 0.07% | — | 222 | +79,596 | New | Q4 2025 | Jan 29, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 78,765 | 2,016 | 0.1% | 0.14% | 223 | -6,800 | -7.95% | Q4 2025 | Jan 21, 2026 |
| GREENLEAF TRUST | History | Added to | 77,565 | 1,985 | 0.02% | 0.02% | 224 | +3,540 | 4.78% | Q4 2025 | Jan 21, 2026 |
| Aviso Financial Inc. | History | Reduced | 77,520 | 1,984 | 0.08% | 0.09% | 225 | -680 | -0.87% | Q4 2025 | Feb 13, 2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | History | Reduced | 76,791 | 1,965 | 1.75% | 1.99% | 226 | -805 | -1.04% | Q4 2025 | Jan 21, 2026 |
| SOL Capital Management CO | History | No change | 75,595 | 1,935 | 0.17% | 0.19% | 227 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Calamos Advisors LLC | History | Added to | 75,300 | 1,927 | 0.01% | 0.01% | 228 | +2,099 | 2.87% | Q4 2025 | Jan 29, 2026 |
| Madison Asset Management, LLC | History | Reduced | 74,432 | 1,905 | 0.02% | 0.03% | 229 | -30,471 | -29.05% | Q4 2025 | Feb 04, 2026 |
| Blueshift Asset Management, LLC | History | New | 74,209 | 1,899 | 0.55% | — | 230 | +74,209 | New | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 73,178 | 1,873 | 0.0% | 0.0% | 231 | -128,220 | -63.66% | Q4 2025 | Feb 10, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 72,787 | 1,863 | 0.47% | 0.55% | 232 | -771 | -1.05% | Q4 2025 | Jan 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 72,266 | 1,850 | 0.04% | 0.05% | 233 | +5,312 | 7.93% | Q4 2025 | Jan 27, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 72,040 | 1,844 | 0.21% | 0.28% | 234 | -9,684 | -11.85% | Q4 2025 | Jan 15, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 71,708 | 1,835 | 0.01% | 0.01% | 235 | -8,105 | -10.15% | Q4 2025 | Feb 12, 2026 |
| Penbrook Management LLC | History | No change | 68,500 | 1,753 | 1.21% | 1.38% | 236 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Leonteq Securities AG | History | Added to | 67,825 | 1,736 | 0.05% | 0.05% | 237 | +7,710 | 12.83% | Q4 2025 | Feb 06, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 67,645 | 1,731 | 0.08% | — | 238 | +67,645 | New | Q4 2025 | Feb 12, 2026 |
| Qtron Investments LLC | History | Reduced | 67,445 | 1,726 | 0.22% | 0.26% | 239 | -6,828 | -9.19% | Q4 2025 | Feb 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 67,346 | 1,724 | 0.04% | 0.02% | 240 | +37,424 | 125.07% | Q4 2025 | Feb 13, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 66,982 | 1,714 | 0.09% | 0.09% | 241 | +12,602 | 23.17% | Q4 2025 | Jan 21, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 66,110 | 1,692 | 0.87% | 1.04% | 242 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 65,465 | 1,675 | 0.01% | 0.01% | 243 | +5,514 | 9.2% | Q4 2025 | Feb 18, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 65,382 | 1,673 | 0.26% | 0.18% | 244 | +23,452 | 55.93% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 67,603 | 1,650 | 0.08% | 0.11% | 245 | -200 | -0.29% | Q4 2025 | Feb 03, 2026 |
| INTRUST BANK NA | History | Added to | 62,915 | 1,610 | 0.13% | 0.15% | 246 | +1,407 | 2.29% | Q4 2025 | Feb 06, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 62,778 | 1,607 | 0.07% | 0.1% | 247 | -8,110 | -11.44% | Q4 2025 | Feb 17, 2026 |
| J. Goldman & Co LP | History | Reduced | 61,822 | 1,582 | 0.04% | 0.06% | 248 | -18,163 | -22.71% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 61,000 | 1,561 | 0.0% | 0.0% | 249 | +1,000 | 1.67% | Q4 2025 | Feb 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 60,168 | 1,540 | 0.0% | 0.0% | 250 | +18,468 | 44.29% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 58,334 | 1,493 | 0.08% | 0.09% | 251 | +1,944 | 3.45% | Q4 2025 | Feb 11, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Added to | 58,184 | 1,489 | 0.62% | 0.67% | 252 | +4,003 | 7.39% | Q4 2025 | Feb 04, 2026 |
| Ellevest, Inc. | History | Reduced | 58,059 | 1,486 | 0.21% | 0.25% | 253 | -3,686 | -5.97% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 57,250 | 1,465 | 0.0% | 0.0% | 254 | +327 | 0.57% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 56,907 | 1,456 | 0.02% | 0.01% | 255 | +32,655 | 134.65% | Q4 2025 | Feb 12, 2026 |
| Virtu Financial LLC | History | Added to | 56,486 | 1,446 | 0.06% | 0.03% | 256 | +35,443 | 168.43% | Q4 2025 | Feb 23, 2026 |
| BAILARD, INC. | History | Reduced | 56,238 | 1,439 | 0.03% | 0.04% | 257 | -5,488 | -8.89% | Q4 2025 | Feb 04, 2026 |
| Hanson & Doremus Investment Management | History | No change | 56,226 | 1,439 | 0.17% | 0.2% | 258 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Dorsey Wright & Associates | History | New | 56,015 | 1,434 | 0.31% | — | 259 | +56,015 | New | Q4 2025 | Feb 20, 2026 |
| S&CO INC | History | No change | 55,000 | 1,408 | 0.09% | 0.1% | 260 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Added to | 54,672 | 1,399 | 0.01% | 0.01% | 261 | +4,252 | 8.43% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 54,145 | 1,386 | 0.01% | — | 262 | +54,145 | New | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 53,323 | 1,365 | 0.01% | 0.01% | 263 | +2,881 | 5.71% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 52,807 | 1,358 | 0.05% | 0.09% | 264 | +1,821 | 3.57% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 52,587 | 1,346 | 0.02% | 0.01% | 265 | +40,321 | 328.72% | Q4 2025 | Feb 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 51,867 | 1,327 | 0.0% | 0.0% | 266 | +4,957 | 10.57% | Q4 2025 | Feb 06, 2026 |
| BROWN ADVISORY INC | History | Added to | 50,752 | 1,299 | 0.0% | 0.0% | 267 | +11,803 | 30.3% | Q4 2025 | Feb 13, 2026 |
| Intesa Sanpaolo S.p.A. | History | New | 49,719 | 1,278 | 0.07% | — | 268 | +49,719 | New | Q4 2025 | Feb 17, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 49,939 | 1,278 | 0.02% | 0.02% | 269 | +1,788 | 3.71% | Q4 2025 | Jan 05, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 52,056 | 1,234 | 0.01% | 0.02% | 270 | -4,150 | -7.38% | Q4 2025 | Jan 21, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 48,179 | 1,233 | 0.05% | 0.04% | 272 | +3,525 | 7.89% | Q4 2025 | Jan 30, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 48,195 | 1,233 | 0.01% | 0.01% | 271 | -2,132 | -4.24% | Q4 2025 | Feb 17, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 47,595 | 1,218 | 0.01% | 0.02% | 273 | +1,919 | 4.2% | Q4 2025 | Feb 10, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 47,614 | 1,218 | 0.84% | 0.93% | 274 | +671 | 1.43% | Q4 2025 | Jan 14, 2026 |
| Portside Wealth Group, LLC | History | Added to | 47,521 | 1,216 | 0.16% | 0.16% | 275 | +6,324 | 15.35% | Q4 2025 | Jan 21, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 47,214 | 1,208 | 0.12% | 0.16% | 276 | -7,832 | -14.23% | Q4 2025 | Feb 13, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 47,162 | 1,207 | 0.67% | 0.83% | 277 | -4,263 | -8.29% | Q4 2025 | Jan 30, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 47,018 | 1,203 | 0.01% | 0.01% | 278 | +28 | 0.06% | Q4 2025 | Jan 27, 2026 |
| Stiles Financial Services Inc | History | Reduced | 46,697 | 1,195 | 0.37% | 0.46% | 279 | -3,494 | -6.96% | Q4 2025 | Feb 03, 2026 |
| Advisory Resource Group | History | Added to | 46,518 | 1,190 | 0.21% | 0.24% | 280 | +913 | 2.0% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 46,262 | 1,184 | 0.03% | 0.04% | 281 | +1,636 | 3.67% | Q4 2025 | Feb 17, 2026 |
| Bridgefront Capital, LLC | History | New | 46,182 | 1,182 | 0.3% | — | 282 | +46,182 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 45,946 | 1,176 | 0.02% | 0.02% | 283 | -441 | -0.95% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 45,717 | 1,170 | 0.03% | 0.05% | 284 | -8,691 | -15.97% | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Reduced | 45,047 | 1,153 | 0.06% | 0.07% | 285 | -112 | -0.25% | Q4 2025 | Jan 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 44,842 | 1,147 | 0.01% | — | 286 | +44,842 | New | Q4 2025 | Feb 18, 2026 |
| Abacus Wealth Partners, LLC | History | New | 44,731 | 1,145 | 0.11% | — | 287 | +44,731 | New | Q4 2025 | Feb 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 44,428 | 1,137 | 0.02% | 0.02% | 288 | +3,061 | 7.4% | Q4 2025 | Jan 07, 2026 |
| May Hill Capital, LLC | History | Added to | 44,234 | 1,132 | 0.15% | 0.19% | 289 | +21,652 | 95.88% | Q4 2025 | Feb 05, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 43,958 | 1,125 | 0.02% | 0.02% | 290 | +143 | 0.33% | Q4 2025 | Feb 17, 2026 |
| ESL Trust Services, LLC | History | No change | 43,000 | 1,100 | 0.21% | 0.24% | 291 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 42,825 | 1,096 | 0.01% | 0.02% | 292 | +1,973 | 4.83% | Q4 2025 | Feb 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 42,554 | 1,088 | 0.0% | — | 293 | +42,554 | New | Q4 2025 | Feb 10, 2026 |
| DMC Group, LLC | History | Added to | 42,496 | 1,087 | 0.73% | 0.82% | 294 | +1,316 | 3.2% | Q4 2025 | Jan 21, 2026 |
| SYON CAPITAL LLC | History | Reduced | 42,458 | 1,086 | 0.05% | 0.07% | 295 | -1,195 | -2.74% | Q4 2025 | Feb 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 41,260 | 1,056 | 0.01% | 0.02% | 296 | -8,126 | -16.45% | Q4 2025 | Feb 09, 2026 |
| Five Oceans Advisors | History | No change | 40,814 | 1,044 | 0.37% | 0.43% | 297 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 40,335 | 1,032 | 0.43% | 0.48% | 298 | +433 | 1.09% | Q4 2025 | Jan 14, 2026 |
| Alhambra Investment Management LLC | History | Added to | 40,244 | 1,030 | 0.48% | 0.54% | 299 | +852 | 2.16% | Q4 2025 | Jan 15, 2026 |
| Composition Wealth, LLC | History | Added to | 39,866 | 1,020 | 0.01% | 0.02% | 300 | +1,323 | 3.43% | Q4 2025 | Feb 02, 2026 |
| Gibbs Wealth Management | History | Reduced | 40,575 | 1,015 | 0.25% | 0.34% | 301 | -11,916 | -22.7% | Q4 2025 | Jan 23, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 39,477 | 1,010 | 0.04% | 0.04% | 302 | +8,008 | 25.45% | Q4 2025 | Jan 22, 2026 |
| Weaver Capital Management LLC | History | New | 39,363 | 1,007 | 0.21% | — | 303 | +39,363 | New | Q4 2025 | Jan 22, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 38,475 | 984 | 0.16% | 0.15% | 304 | +9,380 | 32.24% | Q4 2025 | Jan 22, 2026 |
| AdvisorShares Investments LLC | History | New | 38,302 | 980 | 0.16% | — | 305 | +38,302 | New | Q4 2025 | Feb 10, 2026 |
| Beck Bode, LLC | History | Reduced | 37,356 | 956 | 0.16% | 0.18% | 307 | -1,046 | -2.72% | Q4 2025 | Feb 09, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 37,358 | 956 | 0.01% | 0.02% | 306 | -197 | -0.52% | Q4 2025 | Feb 09, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 37,158 | 951 | 0.03% | 0.02% | 308 | +22,011 | 145.32% | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 37,131 | 950 | 0.02% | 0.02% | 309 | +1,698 | 4.79% | Q4 2025 | Jan 16, 2026 |
| Private Advisor Group, LLC | History | Reduced | 36,534 | 935 | 0.0% | 0.01% | 310 | -617 | -1.66% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 36,362 | 930 | 0.01% | 0.01% | 311 | -7,558 | -17.21% | Q4 2025 | Feb 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 36,093 | 923 | 0.04% | 0.07% | 312 | -19,618 | -35.21% | Q4 2025 | Feb 10, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 36,017 | 922 | 0.42% | 0.52% | 313 | -2,927 | -7.52% | Q4 2025 | Jan 12, 2026 |
| Partners Group Holding AG | History | New | 36,000 | 921 | 0.06% | — | 314 | +36,000 | New | Q4 2025 | Feb 06, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 35,871 | 918 | 0.08% | 0.09% | 315 | +285 | 0.8% | Q4 2025 | Feb 17, 2026 |
| Keel Point, LLC | History | Reduced | 35,375 | 905 | 0.05% | 0.06% | 316 | -104 | -0.29% | Q4 2025 | Feb 12, 2026 |
| PDS Planning, Inc | History | Reduced | 34,982 | 895 | 0.06% | 0.07% | 317 | -107 | -0.3% | Q4 2025 | Jan 26, 2026 |
| Sunstone Asset Management, L.P. | History | New | 34,926 | 894 | 0.86% | — | 318 | +34,926 | New | Q4 2025 | Feb 18, 2026 |
| Nuveen, LLC | History | Reduced | 34,554 | 884 | 0.0% | 0.0% | 319 | -445 | -1.27% | Q4 2025 | Feb 12, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 34,423 | 881 | 0.06% | 0.07% | 320 | +2,566 | 8.05% | Q4 2025 | Jan 13, 2026 |
| West Family Investments, Inc. | History | No change | 34,228 | 876 | 0.21% | 33.34% | 321 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Graham Capital Management, L.P. | History | New | 34,123 | 873 | 0.02% | — | 322 | +34,123 | New | Q4 2025 | Feb 17, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 33,982 | 869 | 0.18% | 0.14% | 324 | +16,147 | 90.54% | Q4 2025 | Feb 10, 2026 |
| Hilltop Holdings Inc. | History | Added to | 33,972 | 869 | 0.05% | 0.05% | 323 | +2,772 | 8.88% | Q4 2025 | Feb 17, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Reduced | 33,925 | 868 | 0.13% | 0.16% | 325 | -500 | -1.45% | Q4 2025 | Feb 05, 2026 |
| SG Americas Securities, LLC | History | Reduced | 33,792 | 865 | 0.0% | 0.0% | 326 | -14,121 | -29.47% | Q4 2025 | Jan 09, 2026 |
| Lido Advisors, LLC | History | Added to | 30,037 | 858 | 0.0% | 0.0% | 327 | +338 | 1.14% | Q4 2025 | Feb 10, 2026 |
| World Investment Advisors | History | Added to | 33,483 | 857 | 0.01% | 0.01% | 328 | +11,154 | 49.95% | Q4 2025 | Mar 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 33,186 | 849 | 0.01% | 0.01% | 329 | -3,464 | -9.45% | Q4 2025 | Jan 16, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 33,118 | 848 | 0.19% | 0.12% | 330 | +9,449 | 39.92% | Q4 2025 | Feb 13, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 32,969 | 844 | 0.03% | 0.04% | 331 | +875 | 2.73% | Q4 2025 | Feb 11, 2026 |
| PCM Encore, LLC | History | New | 32,873 | 841 | 0.18% | — | 332 | +32,873 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 32,735 | 838 | 0.02% | 0.02% | 333 | +516 | 1.6% | Q4 2025 | Feb 11, 2026 |
| Clarius Group, LLC | History | No change | 32,640 | 835 | 0.05% | 0.06% | 334 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 32,539 | 832 | 0.01% | 0.01% | 337 | +15,631 | 92.45% | Q4 2025 | Jan 23, 2026 |
| Future Fund LLC | History | Reduced | 32,505 | 832 | 0.26% | 0.38% | 336 | -4,431 | -12.0% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 32,519 | 832 | 0.01% | 0.01% | 335 | +1,689 | 5.48% | Q4 2025 | Feb 18, 2026 |
| FARLEY CAPITAL L.P. | History | No change | 32,350 | 828 | 0.62% | 0.67% | 338 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 32,302 | 826 | 0.01% | 0.02% | 339 | -6,530 | -16.82% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 32,065 | 820 | 0.0% | 0.0% | 340 | +9,638 | 42.97% | Q4 2025 | Feb 17, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 31,261 | 800 | 0.01% | 0.01% | 341 | +56 | 0.18% | Q4 2025 | Feb 13, 2026 |
| Third View Private Wealth, LLC | History | New | 30,830 | 789 | 0.11% | — | 342 | +30,830 | New | Q4 2025 | Jan 23, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 30,553 | 782 | 0.04% | 0.05% | 343 | +145 | 0.48% | Q4 2025 | Jan 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 30,400 | 778 | 0.01% | — | 344 | +30,400 | New | Q4 2025 | Feb 13, 2026 |
| Fiera Capital Corp | History | Reduced | 30,037 | 768 | 0.0% | 0.0% | 346 | -289 | -0.95% | Q4 2025 | Feb 11, 2026 |
| ALLIANZ SE | History | No change | 30,000 | 768 | 0.01% | 0.02% | 345 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 30,000 | 768 | 0.03% | 0.06% | 347 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 29,727 | 761 | 0.2% | 0.23% | 348 | +12 | 0.04% | Q4 2025 | Jan 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 29,699 | 760 | 0.0% | 0.0% | 349 | +158 | 0.53% | Q4 2025 | Feb 13, 2026 |
| LHM, INC. | History | Reduced | 29,509 | 755 | 0.28% | 0.38% | 350 | -10,676 | -26.57% | Q4 2025 | Feb 10, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 28,375 | 750 | 0.04% | 0.08% | 351 | +403 | 1.44% | Q4 2025 | Jan 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 29,065 | 744 | 0.01% | 0.01% | 352 | -4,328 | -12.96% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 29,049 | 743 | 0.01% | 0.01% | 353 | -243 | -0.83% | Q4 2025 | Feb 09, 2026 |
| Versant Capital Management, Inc | History | Added to | 28,834 | 738 | 0.09% | 0.1% | 354 | +2,907 | 11.21% | Q4 2025 | Jan 08, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 28,547 | 730 | 0.16% | 0.19% | 355 | -1,658 | -5.49% | Q4 2025 | Jan 21, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 28,489 | 729 | 0.02% | 0.02% | 356 | +752 | 2.71% | Q4 2025 | Feb 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 28,363 | 726 | 0.0% | 0.0% | 357 | -1,556 | -5.2% | Q4 2025 | Feb 17, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 28,297 | 724 | 0.02% | 0.03% | 358 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Americana Partners, LLC | History | Added to | 28,254 | 723 | 0.02% | 0.02% | 359 | +3,454 | 13.93% | Q4 2025 | Feb 06, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 28,169 | 721 | 0.01% | 0.01% | 360 | -1,657 | -5.56% | Q4 2025 | Feb 12, 2026 |
| One Wealth Advisors, LLC | History | Added to | 27,842 | 712 | 0.09% | 0.1% | 361 | +7 | 0.03% | Q4 2025 | Feb 02, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 27,432 | 702 | 0.03% | 0.04% | 362 | +9,451 | 52.56% | Q4 2025 | Feb 12, 2026 |
| NORDEN GROUP LLC | History | Reduced | 27,315 | 699 | 0.07% | 0.1% | 363 | -6,421 | -19.03% | Q4 2025 | Jan 13, 2026 |
| Headlands Technologies LLC | History | New | 27,279 | 698 | 0.06% | — | 364 | +27,279 | New | Q4 2025 | Feb 13, 2026 |
| COMMERCE BANK | History | Added to | 27,022 | 691 | 0.0% | 0.0% | 365 | +3,334 | 14.07% | Q4 2025 | Feb 13, 2026 |
| Bayforest Capital Ltd | History | New | 26,850 | 687 | 0.51% | — | 366 | +26,850 | New | Q4 2025 | Jan 27, 2026 |
| TCTC Holdings, LLC | History | New | 26,813 | 686 | 0.02% | — | 367 | +26,813 | New | Q4 2025 | Feb 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 26,816 | 686 | 0.01% | 0.02% | 368 | -1,165 | -4.16% | Q4 2025 | Feb 05, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 28,889 | 684 | 0.04% | 0.05% | 369 | +1,122 | 4.04% | Q4 2025 | Jan 23, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 26,190 | 671 | 0.03% | 0.04% | 370 | +2,163 | 9.0% | Q4 2025 | Mar 04, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 26,002 | 665 | 0.09% | 0.1% | 371 | +2 | 0.01% | Q4 2025 | Feb 10, 2026 |
| BigSur Wealth Management LLC | History | No change | 25,925 | 663 | 0.16% | 0.18% | 372 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 25,896 | 662 | 0.48% | 0.58% | 373 | -1,000 | -3.72% | Q4 2025 | Jan 21, 2026 |
| IHT Wealth Management, LLC | History | Added to | 25,566 | 654 | 0.02% | 0.02% | 374 | +1,850 | 7.8% | Q4 2025 | Feb 17, 2026 |
| Welch Group, LLC | History | Reduced | 25,156 | 643 | 0.02% | 0.03% | 375 | -217 | -0.86% | Q4 2025 | Jan 26, 2026 |
| Seed Wealth Management, Inc. | History | No change | 25,125 | 643 | 0.44% | 0.5% | 376 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 25,094 | 642 | 0.12% | 0.14% | 377 | -168 | -0.67% | Q4 2025 | Jan 30, 2026 |
| Independent Advisor Alliance | History | Added to | 24,904 | 637 | 0.02% | 0.01% | 378 | +7,229 | 40.9% | Q4 2025 | Feb 04, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 24,795 | 634 | 0.01% | 0.01% | 379 | -1,282 | -4.92% | Q4 2025 | Jan 22, 2026 |
| Key FInancial Inc | History | Reduced | 24,265 | 621 | 0.11% | 0.13% | 380 | -197 | -0.81% | Q4 2025 | Feb 09, 2026 |
| BSW Wealth Partners | History | Reduced | 24,248 | 620 | 0.07% | 0.1% | 381 | -4,162 | -14.65% | Q4 2025 | Jan 23, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 24,173 | 618 | 0.01% | 0.02% | 382 | -675 | -2.72% | Q4 2025 | Feb 03, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 23,936 | 612 | 0.22% | 0.27% | 383 | -1,551 | -6.09% | Q4 2025 | Jan 29, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 23,634 | 605 | 0.14% | 0.17% | 384 | -1,117 | -4.51% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | Reduced | 23,366 | 598 | 0.02% | 0.03% | 385 | -39,402 | -62.77% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 24,745 | 595 | 0.02% | 0.02% | 386 | -800 | -3.13% | Q4 2025 | Jan 23, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 22,811 | 583 | 0.04% | 0.06% | 387 | -7,929 | -25.79% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 22,653 | 579 | 0.01% | 0.01% | 388 | -5,772 | -20.31% | Q4 2025 | Feb 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 22,628 | 579 | 0.04% | 0.05% | 389 | -2,338 | -9.36% | Q4 2025 | Feb 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 22,501 | 576 | 0.02% | 0.02% | 390 | +7,494 | 49.94% | Q4 2025 | Feb 17, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 23,002 | 575 | 0.13% | 0.16% | 391 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 22,445 | 574 | 0.0% | 0.0% | 392 | -4,402 | -16.4% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 22,104 | 565 | 0.0% | 0.0% | 393 | +4,462 | 25.29% | Q4 2025 | Feb 17, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 22,044 | 564 | 0.17% | 0.15% | 394 | +3,936 | 21.74% | Q4 2025 | Feb 11, 2026 |
| LONDON CO OF VIRGINIA | History | No change | 22,000 | 563 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LVW Advisors, LLC | History | Added to | 21,974 | 562 | 0.06% | 0.05% | 396 | +4,013 | 22.34% | Q4 2025 | Jan 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 21,921 | 561 | 0.0% | 0.01% | 397 | -896 | -3.93% | Q4 2025 | Jan 26, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 21,755 | 556 | 0.17% | — | 398 | +21,755 | New | Q4 2025 | Jan 29, 2026 |
| Gallacher Capital Management LLC | History | Added to | 21,627 | 553 | 0.21% | 0.25% | 399 | +1 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 21,571 | 552 | 0.02% | 0.03% | 400 | -1,201 | -5.27% | Q4 2025 | Feb 17, 2026 |
| Dorato Capital Management | History | New | 22,825 | 549 | 0.41% | — | 401 | +22,825 | New | Q4 2025 | Jan 16, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 24,629 | 548 | 0.01% | 0.02% | 402 | -884 | -3.46% | Q4 2025 | Feb 09, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 21,139 | 541 | 0.06% | 0.07% | 403 | +939 | 4.65% | Q4 2025 | Jan 20, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 21,130 | 540 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 20,923 | 535 | 0.08% | — | 405 | +20,923 | New | Q4 2025 | Feb 11, 2026 |
| Cardinal Capital Management, Inc. | History | Reduced | 15,180 | 533 | 0.01% | 0.51% | 406 | -598,265 | -97.53% | Q4 2025 | Jan 22, 2026 |
| Ascent Group, LLC | History | Added to | 20,835 | 533 | 0.02% | 0.02% | 407 | +3,821 | 22.46% | Q4 2025 | Jan 20, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 20,515 | 525 | 0.12% | — | 408 | +20,515 | New | Q4 2025 | Jan 26, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 20,537 | 525 | 0.02% | 0.02% | 409 | +7,817 | 61.45% | Q4 2025 | Feb 17, 2026 |
| Steadtrust LLC | History | No change | 20,400 | 522 | 0.32% | 0.4% | 410 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SUMMITRY LLC | History | Added to | 20,318 | 520 | 0.02% | 0.02% | 411 | +2,575 | 14.51% | Q4 2025 | Feb 09, 2026 |
| Wedmont Private Capital | History | Added to | 20,724 | 520 | 0.02% | 0.02% | 413 | +992 | 5.03% | Q4 2025 | Jan 08, 2026 |
| Somerset Trust Co | History | Added to | 20,314 | 520 | 0.16% | 0.18% | 412 | +165 | 0.82% | Q4 2025 | Jan 09, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 20,306 | 519 | 0.03% | — | 415 | +20,306 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 20,293 | 519 | 0.05% | 0.07% | 414 | -923 | -4.35% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 20,228 | 517 | 0.01% | 0.01% | 416 | +9,046 | 80.9% | Q4 2025 | Jan 29, 2026 |
| Rossby Financial, LCC | History | Added to | 20,211 | 517 | 0.16% | 0.18% | 417 | +1,010 | 5.26% | Q4 2025 | Feb 12, 2026 |
| Ovata Capital Management Ltd | History | Reduced | 20,000 | 513 | 0.06% | 0.16% | 418 | -7,000 | -25.93% | Q4 2025 | Mar 03, 2026 |
| FCA CORP /TX | History | No change | 20,000 | 512 | 0.14% | 0.16% | 419 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SATURNA CAPITAL CORP | History | No change | 20,000 | 512 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 19,531 | 501 | 0.0% | 0.0% | 421 | +5,816 | 42.41% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 19,557 | 500 | 0.02% | 0.02% | 422 | +3,448 | 21.4% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 19,468 | 498 | 0.01% | 0.01% | 423 | -8,038 | -29.22% | Q4 2025 | Feb 13, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 19,299 | 494 | 0.02% | 0.02% | 424 | +5,629 | 41.18% | Q4 2025 | Feb 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 19,303 | 494 | 0.01% | 0.01% | 425 | -82 | -0.42% | Q4 2025 | Jan 21, 2026 |
| Optas, LLC | History | Added to | 18,713 | 479 | 0.07% | 0.09% | 426 | +82 | 0.44% | Q4 2025 | Jan 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 18,682 | 478 | 0.0% | 0.0% | 427 | -1,511 | -7.48% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | Added to | 18,553 | 474 | 0.02% | 0.03% | 428 | +57 | 0.31% | Q4 2025 | Jan 27, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 18,500 | 473 | 0.04% | — | 429 | +18,500 | New | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 18,087 | 463 | 0.0% | 0.0% | 430 | +7,511 | 71.02% | Q4 2025 | Feb 12, 2026 |
| Cetera Trust Company, N.A | History | Added to | 18,025 | 461 | 0.25% | 0.28% | 431 | +575 | 3.3% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 17,977 | 460 | 0.0% | 0.0% | 432 | -687 | -3.68% | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 17,896 | 458 | 0.01% | 0.02% | 433 | +3,521 | 24.49% | Q4 2025 | Jan 20, 2026 |
| Hardy Reed LLC | History | Reduced | 17,862 | 457 | 0.03% | 0.04% | 434 | -720 | -3.87% | Q4 2025 | Feb 06, 2026 |
| New Republic Capital, LLC | History | Added to | 17,826 | 456 | 0.12% | 0.07% | 435 | +9,590 | 116.44% | Q4 2025 | Feb 10, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 18,097 | 455 | 0.03% | 0.04% | 436 | +440 | 2.49% | Q4 2025 | Feb 13, 2026 |
| Baron Wealth Management LLC | History | Added to | 17,253 | 441 | 0.14% | 0.16% | 438 | +326 | 1.93% | Q4 2025 | Jan 14, 2026 |
| Riverwater Partners LLC | History | No change | 17,236 | 441 | 0.17% | 0.21% | 437 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 16,801 | 430 | 0.02% | 0.02% | 439 | +2,178 | 14.89% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 16,606 | 425 | 0.0% | — | 440 | +16,606 | New | Q4 2025 | Feb 05, 2026 |
| SEARLE & CO. | History | No change | 16,500 | 422 | 0.11% | 0.13% | 441 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 16,337 | 418 | 0.08% | 0.1% | 442 | -659 | -3.88% | Q4 2025 | Jan 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 16,064 | 411 | 0.01% | 0.01% | 443 | +812 | 5.32% | Q4 2025 | Jan 23, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Added to | 15,925 | 407 | 0.3% | 0.33% | 444 | +1,327 | 9.09% | Q4 2025 | Feb 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 15,859 | 405 | 0.05% | — | 445 | +15,859 | New | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 15,708 | 402 | 0.01% | 0.01% | 446 | +909 | 6.14% | Q4 2025 | Jan 16, 2026 |
| Wilkinson Global Asset Management LLC | History | Added to | 15,730 | 402 | 0.03% | 0.03% | 447 | +400 | 2.61% | Q4 2025 | Feb 11, 2026 |
| Trust Point Inc. | History | Added to | 15,613 | 399 | 0.03% | 0.02% | 448 | +7,431 | 90.82% | Q4 2025 | Jan 13, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 15,525 | 397 | 0.05% | 0.03% | 449 | +7,750 | 99.68% | Q4 2025 | Jan 21, 2026 |
| Savant Capital, LLC | History | Added to | 15,538 | 397 | 0.0% | 0.0% | 450 | +2,313 | 17.49% | Q4 2025 | Feb 10, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 15,463 | 395 | 0.02% | 0.03% | 451 | -68 | -0.44% | Q4 2025 | Jan 30, 2026 |
| Aljian Capital Management, LLC | History | Reduced | 15,085 | 386 | 0.08% | 0.09% | 452 | -520 | -3.33% | Q4 2025 | Jan 23, 2026 |
| STEPHENS INC /AR/ | History | Added to | 14,967 | 383 | 0.0% | 0.0% | 453 | +1,592 | 11.9% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 14,902 | 381 | 0.0% | 0.0% | 454 | -122 | -0.81% | Q4 2025 | Feb 12, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 14,845 | 380 | 0.03% | 0.03% | 455 | -300 | -1.98% | Q4 2025 | Feb 11, 2026 |
| Traveka Wealth, LLC | History | Reduced | 14,870 | 380 | 0.15% | 0.19% | 456 | -104 | -0.69% | Q4 2025 | Jan 08, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 14,694 | 376 | 0.16% | 0.16% | 458 | +2,602 | 21.52% | Q4 2025 | Feb 18, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 14,722 | 376 | 0.03% | 0.04% | 457 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 14,499 | 375 | 0.02% | 0.03% | 459 | -247 | -1.68% | Q4 2025 | Feb 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 14,520 | 371 | 0.06% | — | 461 | +14,520 | New | Q4 2025 | Feb 12, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 14,439 | 371 | 0.01% | 0.0% | 460 | +4,738 | 48.84% | Q4 2025 | Feb 05, 2026 |
| Anchor Investment Management, LLC | History | No change | 14,440 | 369 | 0.03% | 0.03% | 462 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 14,341 | 367 | 0.01% | 0.01% | 464 | +843 | 6.25% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 14,344 | 367 | 0.0% | 0.0% | 463 | +703 | 5.15% | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 14,240 | 364 | 0.01% | 0.01% | 465 | +1,175 | 8.99% | Q4 2025 | Feb 03, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 13,779 | 352 | 0.02% | 0.02% | 466 | -993 | -6.72% | Q4 2025 | Feb 11, 2026 |
| NorthRock Partners, LLC | History | Added to | 13,715 | 351 | 0.01% | 0.0% | 468 | +6,119 | 80.56% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 13,730 | 351 | 0.02% | 0.02% | 467 | +385 | 2.88% | Q4 2025 | Feb 17, 2026 |
| Addison Advisors LLC | History | Reduced | 13,659 | 349 | 0.08% | 0.09% | 469 | -27 | -0.2% | Q4 2025 | Feb 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 13,492 | 345 | 0.0% | 0.01% | 470 | -5,592 | -29.3% | Q4 2025 | Feb 10, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 13,445 | 344 | 0.01% | 0.01% | 472 | -6,455 | -32.44% | Q4 2025 | Feb 11, 2026 |
| CERTUITY, LLC | History | Added to | 13,445 | 344 | 0.02% | 0.03% | 471 | +445 | 3.42% | Q4 2025 | Jan 30, 2026 |
| Livet Wealth, LLC | History | New | 13,405 | 343 | 0.21% | — | 475 | +13,405 | New | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 13,405 | 343 | 0.0% | 0.0% | 473 | +7,064 | 111.4% | Q4 2025 | Feb 13, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 13,400 | 343 | 0.23% | 0.28% | 474 | -1,288 | -8.77% | Q4 2025 | Feb 04, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 13,378 | 342 | 0.01% | 0.0% | 478 | +12,696 | 1861.58% | Q4 2025 | Feb 04, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 13,378 | 342 | 0.01% | 0.01% | 476 | +3,922 | 41.48% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 13,365 | 342 | 0.0% | 0.0% | 477 | +689 | 5.44% | Q4 2025 | Jan 26, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 13,345 | 341 | 0.02% | 0.04% | 479 | -15,076 | -53.05% | Q4 2025 | Jan 21, 2026 |
| Atlatl Advisers LLC | History | Reduced | 13,355 | 341 | 0.13% | 0.16% | 480 | -401 | -2.92% | Q4 2025 | Feb 09, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 13,240 | 338 | 0.28% | 0.34% | 481 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| EVERPAR ADVISORS LLC | History | Reduced | 13,190 | 337 | 0.12% | 0.19% | 483 | -3,950 | -23.05% | Q4 2025 | Jan 07, 2026 |
| HUB Investment Partners, LLC | History | Added to | 13,167 | 337 | 0.01% | 0.01% | 482 | +1,285 | 10.81% | Q4 2025 | Feb 17, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 13,110 | 335 | 0.01% | 0.01% | 484 | +5,905 | 81.96% | Q4 2025 | Jan 20, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 13,027 | 333 | 0.02% | 0.03% | 485 | -62 | -0.47% | Q4 2025 | Jan 21, 2026 |
| Quantbot Technologies LP | History | New | 12,986 | 332 | 0.01% | — | 487 | +12,986 | New | Q4 2025 | Feb 10, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 12,966 | 332 | 0.0% | 0.0% | 486 | +4,032 | 45.13% | Q4 2025 | Mar 20, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 12,963 | 331 | 0.06% | 0.06% | 488 | +2,765 | 27.11% | Q4 2025 | Feb 04, 2026 |
| South Shore Capital Advisors | History | New | 12,834 | 328 | 0.24% | — | 489 | +12,834 | New | Q4 2025 | Jan 21, 2026 |
| Chicago Capital, LLC | History | No change | 12,615 | 322 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 12,463 | 319 | 0.03% | 0.04% | 491 | -97 | -0.77% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 12,377 | 316 | 0.01% | 0.01% | 492 | +5,059 | 69.13% | Q4 2025 | Jan 26, 2026 |
| Legacy Wealth Partners, LLC | History | New | 12,325 | 315 | 0.08% | — | 493 | +12,325 | New | Q4 2025 | Feb 17, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 12,249 | 313 | 0.05% | 0.19% | 496 | -24,212 | -66.41% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | New | 12,261 | 313 | 0.01% | — | 495 | +12,261 | New | Q4 2025 | Feb 10, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 12,264 | 313 | 0.08% | 0.07% | 497 | +2,173 | 21.53% | Q4 2025 | Jan 28, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 12,240 | 313 | 0.01% | 0.01% | 494 | -380 | -3.01% | Q4 2025 | Feb 06, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 12,190 | 312 | 0.02% | 0.02% | 498 | -2,382 | -16.35% | Q4 2025 | Jan 29, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 12,133 | 310 | 0.01% | 0.04% | 500 | -26,997 | -68.99% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 12,118 | 310 | 0.0% | 0.0% | 499 | -7,388 | -37.88% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 12,089 | 309 | 0.01% | — | 503 | +12,089 | New | Q4 2025 | Jan 28, 2026 |
| Canopy Partners, LLC | History | Reduced | 12,098 | 309 | 0.1% | 0.12% | 502 | -213 | -1.73% | Q4 2025 | Feb 12, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 12,096 | 309 | 0.05% | 0.06% | 501 | +209 | 1.76% | Q4 2025 | Jan 07, 2026 |
| Opes Wealth Management LLC | History | Added to | 11,980 | 306 | 0.05% | 0.06% | 504 | +15 | 0.13% | Q4 2025 | Feb 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 11,844 | 303 | 0.01% | 0.02% | 506 | -17,633 | -59.82% | Q4 2025 | Feb 05, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | Added to | 11,870 | 303 | 0.02% | 0.02% | 505 | +185 | 1.58% | Q4 2025 | Jan 21, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 11,676 | 298 | 0.0% | 0.0% | 507 | -3,779 | -24.45% | Q4 2025 | Feb 11, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 11,655 | 298 | 0.07% | 0.07% | 508 | +409 | 3.64% | Q4 2025 | Jan 08, 2026 |
| AlTi Global, Inc. | History | Added to | 11,630 | 297 | 0.01% | 0.01% | 510 | +2,953 | 34.03% | Q4 2025 | Feb 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 11,615 | 297 | 0.03% | 0.04% | 509 | -1,030 | -8.15% | Q4 2025 | Jan 09, 2026 |
| Cromwell Holdings LLC | History | No change | 11,455 | 293 | 0.16% | 0.18% | 511 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Frec Markets, Inc. | History | New | 11,366 | 290 | 0.08% | — | 512 | +11,366 | New | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 11,295 | 289 | 0.0% | 0.0% | 513 | +1,303 | 13.04% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 11,221 | 287 | 0.0% | 0.0% | 514 | -654 | -5.51% | Q4 2025 | Jan 20, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 11,212 | 287 | 0.03% | 0.04% | 515 | -203 | -1.78% | Q4 2025 | Jan 13, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 11,180 | 286 | 0.01% | 0.01% | 516 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Added to | 11,144 | 285 | 0.0% | 0.0% | 517 | +1,141 | 11.41% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,026 | 282 | 0.0% | 0.0% | 518 | +2,532 | 29.81% | Q4 2025 | Feb 17, 2026 |
| Abel Hall, LLC | History | Reduced | 10,989 | 281 | 0.07% | 0.13% | 519 | -145 | -1.3% | Q4 2025 | Feb 17, 2026 |
| Portland Global Advisors LLC | History | No change | 10,970 | 280 | 0.03% | 0.04% | 520 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Diversified Trust Co | History | Added to | 10,909 | 279 | 0.01% | 0.01% | 521 | +88 | 0.81% | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 10,788 | 276 | 0.0% | 0.01% | 522 | -602 | -5.29% | Q4 2025 | Feb 19, 2026 |
| OneAscent Financial Services LLC | History | New | 10,631 | 272 | 0.03% | — | 524 | +10,631 | New | Q4 2025 | Feb 11, 2026 |
| Altshuler Shaham Ltd | History | No change | 531,786 | 272 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | Added to | 10,596 | 271 | 0.02% | 0.03% | 525 | +46 | 0.44% | Q4 2025 | Jan 16, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 10,534 | 269 | 0.01% | 0.01% | 526 | +21 | 0.2% | Q4 2025 | Jan 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 10,480 | 268 | 0.01% | — | 527 | +10,480 | New | Q4 2025 | Jan 29, 2026 |
| MEYER HANDELMAN CO | History | No change | 10,435 | 267 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Corient IA LLC | History | Reduced | 10,410 | 266 | 0.25% | 0.43% | 530 | -9,590 | -47.95% | Q4 2025 | Feb 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 10,393 | 266 | 0.01% | 0.0% | 529 | +2,472 | 31.21% | Q4 2025 | Feb 18, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Added to | 10,335 | 264 | 0.05% | 0.06% | 531 | +152 | 1.49% | Q4 2025 | Jan 12, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 10,252 | 262 | 0.02% | 0.02% | 532 | -1,974 | -16.15% | Q4 2025 | Feb 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 10,120 | 259 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Csenge Advisory Group | History | New | 10,111 | 258 | 0.01% | — | 535 | +10,111 | New | Q4 2025 | Feb 06, 2026 |
| Jacobi Capital Management LLC | History | No change | 10,110 | 258 | 0.01% | 0.02% | 534 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,063 | 257 | 0.0% | 0.0% | 536 | +651 | 6.92% | Q4 2025 | Jan 29, 2026 |
| FNY Investment Advisers, LLC | History | New | 10,000 | 256 | 0.07% | — | 537 | +10,000 | New | Q4 2025 | Jan 16, 2026 |
| BFI Infinity Ltd. | History | No change | 10,000 | 256 | 0.16% | 0.19% | 538 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Tidal Investments LLC | History | Reduced | 9,986 | 255 | 0.0% | 0.01% | 540 | -111,627 | -91.79% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 9,992 | 255 | 0.0% | 0.01% | 541 | -4,678 | -31.89% | Q4 2025 | Feb 13, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 9,972 | 255 | 0.17% | 0.26% | 542 | -3,075 | -23.57% | Q4 2025 | Jan 16, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | Added to | 9,986 | 255 | 0.21% | 0.25% | 539 | +344 | 3.57% | Q4 2025 | Feb 03, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 9,943 | 254 | 0.27% | 0.26% | 544 | -2,359 | -19.18% | Q4 2025 | Jan 23, 2026 |
| Choate Investment Advisors | History | No change | 9,935 | 254 | 0.0% | 0.01% | 543 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 9,910 | 253 | 0.0% | 0.0% | 545 | +1,637 | 19.79% | Q4 2025 | Feb 13, 2026 |
| Abundance Wealth Counselors | History | Reduced | 9,902 | 253 | 0.04% | 0.05% | 546 | -498 | -4.79% | Q4 2025 | Jan 26, 2026 |
| Arlington Trust Co LLC | History | Reduced | 9,920 | 253 | 0.03% | 0.05% | 547 | -275 | -2.7% | Q4 2025 | Jan 30, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 9,860 | 252 | 0.01% | 0.01% | 548 | +802 | 8.85% | Q4 2025 | Jan 29, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 9,844 | 252 | 0.05% | 0.06% | 549 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Advisors Capital Management, LLC | History | Added to | 9,794 | 250 | 0.0% | 0.0% | 550 | +431 | 4.6% | Q4 2025 | Jan 29, 2026 |
| Avior Wealth Management, LLC | History | Added to | 9,800 | 250 | 0.01% | 0.01% | 551 | +35 | 0.36% | Q4 2025 | Jan 06, 2026 |
| Center For Asset Management LLC | History | New | 9,732 | 249 | 0.13% | — | 552 | +9,732 | New | Q4 2025 | Jan 21, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 9,654 | 248 | 0.0% | — | 553 | +9,654 | New | Q4 2025 | Feb 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 9,640 | 246 | 0.01% | 0.02% | 554 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sunpointe, LLC | History | Added to | 9,454 | 242 | 0.08% | 0.09% | 555 | +493 | 5.5% | Q4 2025 | Jan 23, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 9,443 | 241 | 0.01% | 0.02% | 556 | -323 | -3.31% | Q4 2025 | Jan 23, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 9,375 | 240 | 0.16% | 0.19% | 557 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 9,365 | 239 | 0.0% | — | 558 | +9,365 | New | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 9,200 | 235 | 0.01% | 0.01% | 559 | +783 | 9.3% | Q4 2025 | Feb 09, 2026 |
| WEXFORD CAPITAL LP | History | New | 9,162 | 234 | 0.05% | — | 560 | +9,162 | New | Q4 2025 | Feb 13, 2026 |
| Brucke Financial, Inc. | History | Added to | 9,153 | 234 | 0.13% | 0.12% | 561 | +1,951 | 27.09% | Q4 2025 | Jan 12, 2026 |
| Balefire, LLC | History | Added to | 9,116 | 233 | 0.05% | 0.04% | 562 | +1,983 | 27.8% | Q4 2025 | Jan 12, 2026 |
| 55 North Private Wealth, LLC | History | New | 9,073 | 232 | 0.06% | — | 563 | +9,073 | New | Q4 2025 | Jan 27, 2026 |
| LRI Investments, LLC | History | Added to | 9,060 | 231 | 0.02% | 0.02% | 564 | +752 | 9.05% | Q4 2025 | Feb 04, 2026 |
| Jain Global LLC | History | New | 8,999 | 230 | 0.0% | — | 565 | +8,999 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 8,925 | 228 | 0.01% | 0.01% | 566 | +59 | 0.67% | Q4 2025 | Feb 10, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 8,796 | 225 | 0.01% | 0.01% | 567 | +138 | 1.59% | Q4 2025 | Jan 15, 2026 |
| INGALLS & SNYDER LLC | History | No change | 8,760 | 224 | 0.01% | 0.01% | 568 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 8,748 | 223 | 0.01% | 0.01% | 569 | +214 | 2.51% | Q4 2025 | Jan 09, 2026 |
| SVB WEALTH LLC | History | Reduced | 8,740 | 223 | 0.01% | 0.01% | 570 | -158 | -1.78% | Q4 2025 | Feb 04, 2026 |
| Burns Matteson Capital Management, LLC | History | New | 8,702 | 222 | 0.08% | — | 571 | +8,702 | New | Q4 2025 | Jan 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 8,533 | 219 | 0.0% | 0.0% | 572 | +1,213 | 16.57% | Q4 2025 | Feb 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 8,419 | 215 | 0.0% | 0.0% | 573 | -525 | -5.87% | Q4 2025 | Feb 10, 2026 |
| RB Capital Management, LLC | History | New | 8,380 | 214 | 0.04% | — | 574 | +8,380 | New | Q4 2025 | Feb 03, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 8,274 | 211 | 0.15% | 0.17% | 575 | +581 | 7.55% | Q4 2025 | Jan 23, 2026 |
| Park Place Capital Corp | History | Added to | 8,240 | 210 | 0.04% | 0.05% | 576 | +182 | 2.26% | Q4 2025 | Jan 09, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 8,181 | 209 | 0.01% | 0.01% | 578 | +1,087 | 15.32% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 8,197 | 209 | 0.01% | 0.01% | 577 | +963 | 13.31% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | New | 8,104 | 207 | 0.0% | — | 580 | +8,104 | New | Q4 2025 | Feb 17, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 8,094 | 207 | 0.0% | 0.0% | 579 | +219 | 2.78% | Q4 2025 | Feb 12, 2026 |
| Curi Capital, LLC | History | Added to | 7,950 | 203 | 0.0% | 0.0% | 581 | +152 | 1.95% | Q4 2025 | Feb 17, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 7,923 | 202 | 0.06% | 0.07% | 582 | -10 | -0.13% | Q4 2025 | Feb 11, 2026 |
| Foster Group, Inc. | History | Added to | 7,862 | 201 | 0.01% | 0.01% | 584 | +581 | 7.98% | Q4 2025 | Jan 12, 2026 |
| Summit Financial, LLC | History | Added to | 7,886 | 201 | 0.0% | 0.0% | 583 | +422 | 5.65% | Q4 2025 | Feb 13, 2026 |
| MAIRS & POWER INC | History | No change | 7,830 | 200 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,716 | 197 | 0.0% | 0.0% | 586 | +3,229 | 71.96% | Q4 2025 | Feb 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 7,317 | 187 | 0.01% | 0.01% | 587 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 7,276 | 186 | 0.06% | 0.16% | 588 | +4,511 | 163.15% | Q4 2025 | Jan 20, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 2,012 | 183 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 7,094 | 181 | 0.0% | 0.0% | 590 | -964 | -11.96% | Q4 2025 | Feb 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 7,003 | 179 | 0.01% | 0.0% | 591 | +6,664 | 1965.78% | Q4 2025 | Feb 13, 2026 |
| PALLADIEM, LLC | History | New | 6,825 | 175 | 0.17% | — | 592 | +6,825 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 6,827 | 174 | 0.0% | 0.0% | 593 | +1,309 | 23.72% | Q4 2025 | Feb 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 6,640 | 169 | 0.02% | 0.02% | 594 | +780 | 13.31% | Q4 2025 | Jan 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 6,337 | 162 | 0.0% | — | 595 | +6,337 | New | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Reduced | 6,068 | 155 | 0.0% | 0.0% | 596 | -228 | -3.62% | Q4 2025 | Feb 13, 2026 |
| Grove Bank & Trust | History | Reduced | 6,028 | 154 | 0.02% | 0.02% | 597 | -119 | -1.94% | Q4 2025 | Jan 08, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,929 | 151 | 0.0% | 0.0% | 598 | +1,861 | 45.75% | Q4 2025 | Jan 27, 2026 |
| Maj Invest Holding A/S | History | No change | 5,500 | 141 | 0.01% | 0.01% | 599 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TORONTO DOMINION BANK | History | No change | 5,406 | 138 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 5,279 | 135 | 0.01% | 0.01% | 601 | +25 | 0.48% | Q4 2025 | Feb 13, 2026 |
| DV Trading LLC | History | New | 4,964 | 127 | 0.0% | — | 602 | +4,964 | New | Q4 2025 | Feb 17, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 4,950 | 126 | 0.01% | 0.01% | 603 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quent Capital, LLC | History | Added to | 4,888 | 125 | 0.01% | 0.01% | 604 | +11 | 0.23% | Q4 2025 | Jan 29, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 4,645 | 118 | 0.01% | 0.01% | 605 | +2,235 | 92.74% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 4,558 | 116 | 0.04% | 0.0% | 606 | +4,434 | 3575.81% | Q4 2025 | Feb 17, 2026 |
| MidFirst Bank | History | New | 4,494 | 115 | 0.01% | — | 609 | +4,494 | New | Q4 2025 | Feb 25, 2026 |
| TRUST CO OF VERMONT | History | No change | 4,500 | 115 | 0.0% | 0.01% | 607 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 4,500 | 115 | 0.06% | 0.08% | 608 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Hilltop National Bank | History | Reduced | 4,433 | 113 | 0.03% | 0.03% | 610 | -456 | -9.33% | Q4 2025 | Jan 07, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,341 | 111 | 0.01% | 0.01% | 611 | +364 | 9.15% | Q4 2025 | Jan 26, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,287 | 109 | 0.0% | 0.0% | 613 | +115 | 2.76% | Q4 2025 | Jan 28, 2026 |
| Horizon Investments, LLC | History | Added to | 4,295 | 109 | 0.0% | 0.0% | 612 | +77 | 1.83% | Q4 2025 | Feb 02, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 4,103 | 105 | 0.07% | 0.08% | 615 | +214 | 5.5% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,130 | 105 | 0.0% | 0.0% | 614 | +18 | 0.44% | Q4 2025 | Jan 13, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 4,001 | 102 | 0.0% | — | 616 | +4,001 | New | Q4 2025 | Feb 09, 2026 |
| LOM Asset Management Ltd | History | No change | 4,000 | 102 | 0.03% | 0.04% | 617 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,684 | 94 | 0.01% | 0.01% | 618 | +203 | 5.83% | Q4 2025 | Jan 29, 2026 |
| Manchester Capital Management LLC | History | Added to | 3,646 | 93 | 0.01% | 0.01% | 619 | +192 | 5.56% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,487 | 89 | 0.0% | 0.0% | 620 | +1,411 | 67.97% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,393 | 86 | 0.0% | 0.0% | 621 | +1,392 | 69.57% | Q4 2025 | Feb 10, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,860 | 74 | 0.01% | 0.01% | 622 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| REXFORD CAPITAL INC | History | No change | 2,815 | 72 | 0.05% | 0.06% | 623 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | Added to | 2,779 | 71 | 0.0% | 0.0% | 624 | +1,132 | 68.73% | Q4 2025 | Feb 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,720 | 69 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 2,600 | 66 | 0.0% | — | 626 | +2,600 | New | Q4 2025 | Jan 15, 2026 |
| Community Bank, N.A. | History | No change | 2,590 | 66 | 0.01% | 0.01% | 627 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 253 | 64 | 0.0% | 0.0% | 628 | -2,247 | -89.88% | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,685 | 64 | 0.0% | 0.0% | 629 | +1,857 | 224.28% | Q4 2025 | Jan 21, 2026 |
| Colonial Trust Co / SC | History | Reduced | 2,515 | 64 | 0.01% | 0.01% | 630 | -105 | -4.01% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 2,490 | 63 | 0.0% | 0.0% | 631 | +1,915 | 333.04% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 2,439 | 62 | 0.01% | 0.01% | 632 | -406 | -14.27% | Q4 2025 | Jan 28, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,421 | 61 | 0.01% | 0.01% | 634 | -48 | -1.94% | Q4 2025 | Feb 13, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 2,395 | 61 | 0.02% | 0.02% | 633 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 2,265 | 57 | 0.0% | 0.0% | 635 | -1,610 | -41.55% | Q4 2025 | Feb 02, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 2,534 | 56 | 0.04% | 0.05% | 636 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 2,200 | 56 | 0.02% | 0.02% | 637 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,182 | 55 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,095 | 53 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,070 | 52 | 0.02% | 0.02% | 640 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Fortitude Family Office, LLC | History | Added to | 1,995 | 51 | 0.01% | 0.01% | 642 | +350 | 21.28% | Q4 2025 | Jan 15, 2026 |
| Founders Capital Management | History | No change | 2,005 | 51 | 0.03% | 0.03% | 641 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Fairscale Capital, LLC | History | Reduced | 1,988 | 50 | 0.03% | 0.05% | 643 | -500 | -20.1% | Q4 2025 | Feb 17, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 1,875 | 48 | 0.02% | — | 644 | +1,875 | New | Q4 2025 | Jan 22, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 1,676 | 42 | 0.0% | 0.0% | 645 | +599 | 55.62% | Q4 2025 | Jan 27, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 1,637 | 41 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BAILLIE GIFFORD & CO | History | New | 1,551 | 39 | 0.0% | — | 647 | +1,551 | New | Q4 2025 | Jan 23, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 1,506 | 38 | 0.0% | 0.0% | 648 | +6 | 0.4% | Q4 2025 | Jan 20, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 1,500 | 38 | 0.01% | 0.01% | 649 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Operose Advisors LLC | History | No change | 1,520 | 38 | 0.01% | 0.01% | 650 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,466 | 37 | 0.01% | 0.01% | 651 | +73 | 5.24% | Q4 2025 | Jan 29, 2026 |
| CVA Family Office, LLC | History | No change | 1,431 | 36 | 0.0% | 0.01% | 652 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 1,400 | 35 | 0.0% | — | 653 | +1,400 | New | Q4 2025 | Feb 11, 2026 |
| SJS Investment Consulting Inc. | History | New | 1,369 | 35 | 0.0% | — | 654 | +1,369 | New | Q4 2025 | Jan 21, 2026 |
| Accent Capital Management, LLC | History | No change | 1,380 | 35 | 0.02% | 0.02% | 655 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 1,345 | 34 | 0.0% | 0.0% | 656 | +505 | 60.12% | Q4 2025 | Jan 07, 2026 |
| Triumph Capital Management | History | New | 1,321 | 33 | 0.01% | — | 657 | +1,321 | New | Q4 2025 | Feb 12, 2026 |
| SHP Wealth Management | History | New | 1,305 | 33 | 0.0% | — | 658 | +1,305 | New | Q4 2025 | Mar 04, 2026 |
| Tacita Capital Inc | History | No change | 1,275 | 32 | 0.02% | 0.02% | 659 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,205 | 31 | 0.0% | 0.0% | 660 | -295 | -19.67% | Q4 2025 | Feb 11, 2026 |
| General Partner, Inc. | History | No change | 1,245 | 31 | 0.02% | 0.02% | 661 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,231 | 31 | 0.0% | 0.0% | 662 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,196 | 30 | 0.01% | 0.01% | 663 | +465 | 63.61% | Q4 2025 | Mar 03, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,146 | 29 | 0.01% | 0.01% | 666 | -221 | -16.17% | Q4 2025 | Jan 08, 2026 |
| COUNTRY TRUST BANK | History | No change | 1,171 | 29 | 0.0% | 0.0% | 664 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1,135 | 29 | 0.01% | 0.01% | 665 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Twin Tree Management, LP | History | Reduced | 1,112 | 28 | 0.0% | 0.0% | 667 | -4,661 | -80.74% | Q4 2025 | Feb 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 1,109 | 28 | 0.01% | 0.0% | 668 | +889 | 404.09% | Q4 2025 | Feb 09, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | New | 1,078 | 27 | 0.0% | — | 669 | +1,078 | New | Q4 2025 | Feb 17, 2026 |
| Elyxium Wealth, LLC | History | New | 1,070 | 27 | 0.01% | — | 671 | +1,070 | New | Q4 2025 | Feb 05, 2026 |
| High Note Wealth, LLC | History | No change | 1,079 | 27 | 0.01% | 0.01% | 670 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| V-Square Quantitative Management LLC | History | New | 1,050 | 26 | 0.0% | — | 673 | +1,050 | New | Q4 2025 | Jan 22, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 1,037 | 26 | 0.01% | 0.01% | 674 | -279 | -21.2% | Q4 2025 | Jan 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,043 | 26 | 0.0% | 0.0% | 672 | -232 | -18.2% | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 1,015 | 25 | 0.01% | — | 676 | +1,015 | New | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | No change | 985 | 25 | 0.0% | 0.0% | 675 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| YANKCOM Partnership | History | Added to | 976 | 24 | 0.01% | 0.0% | 678 | +861 | 748.7% | Q4 2025 | Jan 20, 2026 |
| TD Capital Management LLC | History | Added to | 955 | 24 | 0.0% | 0.0% | 677 | +45 | 4.95% | Q4 2025 | Feb 26, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 899 | 23 | 0.0% | 0.0% | 680 | +80 | 9.77% | Q4 2025 | Feb 24, 2026 |
| North Star Investment Management Corp. | History | No change | 915 | 23 | 0.0% | 0.0% | 679 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 935 | 23 | 0.0% | 0.0% | 681 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GW&K Investment Management, LLC | History | No change | 845 | 22 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Advocate Investing Services LLC | History | New | 845 | 21 | 0.02% | — | 686 | +845 | New | Q4 2025 | Feb 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 830 | 21 | 0.01% | 0.01% | 685 | -180 | -17.82% | Q4 2025 | Feb 18, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 827 | 21 | 0.0% | 0.0% | 683 | +75 | 9.97% | Q4 2025 | Feb 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 825 | 21 | 0.0% | 0.01% | 684 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NVWM, LLC | History | New | 800 | 20 | 0.0% | — | 689 | +800 | New | Q4 2025 | Jan 20, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 788 | 20 | 0.0% | 0.0% | 688 | +415 | 111.26% | Q4 2025 | Jan 20, 2026 |
| Bogart Wealth, LLC | History | Added to | 800 | 20 | 0.0% | 0.0% | 690 | +89 | 12.52% | Q4 2025 | Jan 30, 2026 |
| MOTCO | History | No change | 804 | 20 | 0.0% | 0.0% | 687 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 751 | 19 | 0.0% | 0.0% | 691 | -7 | -0.92% | Q4 2025 | Feb 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 760 | 19 | 0.0% | 0.0% | 692 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Davis Capital Management | History | No change | 750 | 19 | 0.01% | 0.01% | 693 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 765 | 19 | 0.01% | 0.02% | 694 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Reduced | 688 | 17 | 0.0% | 0.0% | 696 | -4,226 | -86.0% | Q4 2025 | Jan 14, 2026 |
| Bangor Savings Bank | History | Added to | 697 | 17 | 0.0% | 0.0% | 695 | +417 | 148.93% | Q4 2025 | Jan 16, 2026 |
| Raiffeisen Bank International AG | History | No change | 725 | 17 | 0.0% | 0.0% | 697 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Navigoe, LLC | History | No change | 682 | 17 | 0.01% | 0.01% | 698 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Copeland Capital Management, LLC | History | No change | 660 | 16 | 0.0% | 0.0% | 699 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Oakworth Capital, Inc. | History | No change | 650 | 16 | 0.0% | 0.0% | 700 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 683 | 15 | 0.0% | — | 703 | +661 | 3004.55% | Q4 2025 | Feb 02, 2026 |
| J.Safra Asset Management Corp | History | New | 609 | 15 | 0.0% | — | 701 | +609 | New | Q4 2025 | Feb 11, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 596 | 15 | 0.02% | 0.03% | 705 | -205 | -25.59% | Q4 2025 | Feb 13, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 599 | 15 | 0.01% | 0.01% | 706 | -73 | -10.86% | Q4 2025 | Jan 07, 2026 |
| IFS Advisors, LLC | History | No change | 590 | 15 | 0.01% | 0.01% | 702 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 600 | 15 | 0.01% | 0.01% | 704 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 575 | 14 | 0.0% | 0.0% | 707 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Valued Wealth Advisors LLC | History | No change | 575 | 14 | 0.01% | 0.01% | 708 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 2,500 | 13 | 0.0% | 0.0% | 709 | +2,000 | 400.0% | Q4 2025 | Jan 26, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 544 | 13 | 0.0% | 0.0% | 711 | +169 | 45.07% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 515 | 13 | 0.0% | 0.0% | 710 | +121 | 30.71% | Q4 2025 | Jan 22, 2026 |
| Compass Financial Services Inc | History | Added to | 521 | 13 | 0.01% | 0.01% | 714 | +2 | 0.39% | Q4 2025 | Feb 27, 2026 |
| Center for Financial Planning, Inc. | History | No change | 510 | 13 | 0.0% | 0.0% | 712 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 546 | 13 | 0.01% | 0.01% | 713 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BAYBAN | History | New | 500 | 12 | 0.01% | — | 719 | +500 | New | Q4 2025 | Mar 05, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 495 | 12 | 0.0% | 0.0% | 715 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 505 | 12 | 0.0% | 0.0% | 716 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| McIlrath & Eck, LLC | History | No change | 500 | 12 | 0.0% | 0.0% | 717 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 500 | 12 | 0.01% | 0.01% | 718 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 465 | 11 | 0.0% | 0.0% | 720 | -190 | -29.01% | Q4 2025 | Feb 03, 2026 |
| CITY HOLDING CO | History | No change | 458 | 11 | 0.0% | 0.0% | 721 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NBT BANK N A /NY | History | No change | 430 | 11 | 0.0% | 0.0% | 722 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 450 | 11 | 0.0% | 0.0% | 723 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 458 | 11 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 404 | 10 | 0.0% | 0.0% | 728 | +184 | 83.64% | Q4 2025 | Jan 14, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 401 | 10 | 0.0% | 0.0% | 725 | -35 | -8.03% | Q4 2025 | Jan 27, 2026 |
| Clean Yield Group | History | No change | 400 | 10 | 0.0% | 0.0% | 726 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CNB Bank | History | No change | 400 | 10 | 0.0% | 0.0% | 727 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Basepoint Wealth LLC | History | New | 370 | 9 | 0.01% | — | 733 | +370 | New | Q4 2025 | Feb 10, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | New | 365 | 9 | 0.0% | — | 732 | +365 | New | Q4 2025 | Jan 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 353 | 9 | 0.0% | — | 729 | +353 | New | Q4 2025 | Feb 05, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 380 | 9 | 0.01% | 0.01% | 730 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fairman Group, LLC | History | No change | 352 | 9 | 0.01% | 0.01% | 731 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stephens Consulting, LLC | History | New | 324 | 8 | 0.0% | — | 734 | +324 | New | Q4 2025 | Jan 13, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 349 | 8 | 0.01% | 0.01% | 735 | +42 | 13.68% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 291 | 7 | 0.0% | 0.0% | 737 | -500 | -63.21% | Q4 2025 | Feb 20, 2026 |
| Cornerstone Financial Management LLC | History | New | 306 | 7 | 0.01% | — | 742 | +306 | New | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | Added to | 307 | 7 | 0.0% | 0.0% | 741 | +258 | 526.53% | Q4 2025 | Jan 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 310 | 7 | 0.0% | 0.0% | 736 | -256 | -45.23% | Q4 2025 | Feb 02, 2026 |
| CX Institutional | History | Added to | 279 | 7 | 0.0% | 0.0% | 739 | +216 | 342.86% | Q4 2025 | Feb 02, 2026 |
| Front Row Advisors LLC | History | Added to | 300 | 7 | 0.0% | 0.0% | 738 | +200 | 200.0% | Q4 2025 | Feb 12, 2026 |
| Archer Investment Corp | History | No change | 285 | 7 | 0.0% | 0.0% | 740 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Independence Bank of Kentucky | History | New | 251 | 6 | 0.0% | — | 746 | +251 | New | Q4 2025 | Jan 20, 2026 |
| MASECO LLP | History | New | 249 | 6 | 0.0% | — | 752 | +249 | New | Q4 2025 | Jan 22, 2026 |
| Quaker Wealth Management, LLC | History | New | 243 | 6 | 0.0% | — | 747 | +243 | New | Q4 2025 | Jan 28, 2026 |
| IMA Advisory Services, Inc. | History | New | 240 | 6 | 0.0% | — | 745 | +240 | New | Q4 2025 | Feb 11, 2026 |
| Smithfield Trust Co | History | New | 220 | 6 | 0.0% | — | 743 | +220 | New | Q4 2025 | Feb 09, 2026 |
| Bare Financial Services, Inc | History | Reduced | 256 | 6 | 0.0% | 0.0% | 750 | -90 | -26.01% | Q4 2025 | Feb 06, 2026 |
| Westend Capital Management, LLC | History | No change | 259 | 6 | 0.0% | 0.0% | 744 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| DAGCO, INC. | History | No change | 246 | 6 | 0.0% | 0.0% | 748 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 270 | 6 | 0.0% | 0.0% | 749 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Caitlin John, LLC | History | No change | 245 | 6 | 0.0% | 0.0% | 751 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 204 | 5 | 0.0% | — | 756 | +204 | New | Q4 2025 | Feb 10, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 235 | 5 | 0.0% | 0.0% | 755 | -10 | -4.08% | Q4 2025 | Jan 22, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 229 | 5 | 0.0% | 0.0% | 753 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 205 | 5 | 0.0% | 0.0% | 754 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Coston, McIsaac & Partners | History | New | 190 | 4 | 0.0% | — | 759 | +190 | New | Q4 2025 | Feb 03, 2026 |
| Nemes Rush Group LLC | History | New | 177 | 4 | 0.0% | — | 760 | +177 | New | Q4 2025 | Feb 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 173 | 4 | 0.0% | 0.0% | 757 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DecisionPoint Financial, LLC | History | No change | 160 | 4 | 0.0% | 0.0% | 758 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Granite FO LLC | History | No change | 160 | 4 | 0.0% | 0.0% | 761 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 148 | 3 | 0.0% | — | 767 | +148 | New | Q4 2025 | Jan 26, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 143 | 3 | 0.0% | — | 768 | +143 | New | Q4 2025 | Feb 18, 2026 |
| MCF Advisors LLC | History | New | 134 | 3 | 0.0% | — | 762 | +134 | New | Q4 2025 | Feb 11, 2026 |
| Benson Wealth Management INC | History | New | 129 | 3 | 0.0% | — | 769 | +129 | New | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 127 | 3 | 0.0% | 0.0% | 766 | -45 | -26.16% | Q4 2025 | Feb 13, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 145 | 3 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Gould Capital, LLC | History | No change | 125 | 3 | 0.0% | 0.0% | 764 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wiser Advisor Group LLC | History | No change | 151 | 3 | 0.0% | 0.0% | 765 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 100 | 2 | 0.0% | 0.01% | 777 | -367 | -78.59% | Q4 2025 | Jan 14, 2026 |
| Elevated Capital Advisors, LLC | History | New | 115 | 2 | 0.0% | — | 776 | +115 | New | Q4 2025 | Jan 27, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 114 | 2 | 0.0% | — | 782 | +114 | New | Q4 2025 | Feb 13, 2026 |
| West Financial Advisors, LLC | History | New | 105 | 2 | 0.0% | — | 778 | +105 | New | Q4 2025 | Jan 13, 2026 |
| JNBA Financial Advisors | History | New | 104 | 2 | 0.0% | — | 772 | +104 | New | Q4 2025 | Jan 26, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 100 | 2 | 0.0% | — | 784 | +100 | New | Q4 2025 | Jan 30, 2026 |
| Colonial Trust Advisors | History | Reduced | 100 | 2 | 0.0% | 0.0% | 771 | -90 | -47.37% | Q4 2025 | Feb 12, 2026 |
| Merited Wealth, LLC | History | New | 84 | 2 | 0.0% | — | 787 | +84 | New | Q4 2025 | Mar 26, 2026 |
| Stone House Investment Management, LLC | History | New | 80 | 2 | 0.0% | — | 775 | +80 | New | Q4 2025 | Jan 21, 2026 |
| American Capital Advisory, LLC | History | Reduced | 84 | 2 | 0.0% | 0.0% | 785 | -1 | -1.18% | Q4 2025 | Jan 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 100 | 2 | 0.0% | 0.0% | 770 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Heritage Wealth Advisors | History | No change | 90 | 2 | 0.0% | 0.0% | 773 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 774 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SITTNER & NELSON, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 779 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 780 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Byrne Asset Management LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 781 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| ORG Partners LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 783 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WPG Advisers, LLC | History | No change | 115 | 2 | 0.0% | 0.0% | 786 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 90 | 1 | 0.0% | 0.02% | 801 | -358 | -79.91% | Q4 2025 | Feb 10, 2026 |
| Lodestone Wealth Management LLC | History | New | 77 | 1 | 0.0% | — | 795 | +77 | New | Q4 2025 | Jan 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 65 | 1 | 0.0% | — | 793 | +65 | New | Q4 2025 | Feb 23, 2026 |
| HM PAYSON & CO | History | New | 62 | 1 | 0.0% | — | 790 | +62 | New | Q4 2025 | Feb 12, 2026 |
| Kilter Group LLC | History | New | 60 | 1 | 0.0% | — | 800 | +60 | New | Q4 2025 | Feb 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 50 | 1 | 0.0% | — | 796 | +50 | New | Q4 2025 | Feb 06, 2026 |
| NCP Inc. | History | New | 40 | 1 | 0.0% | — | 798 | +40 | New | Q4 2025 | Feb 17, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 75 | 1 | 0.0% | 0.0% | 788 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GODSEY & GIBB, INC | History | No change | 75 | 1 | 0.0% | 0.0% | 789 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 50 | 1 | 0.0% | 0.0% | 791 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Winch Advisory Services, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 792 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Concord Wealth Partners | History | No change | 40 | 1 | 0.0% | 0.0% | 794 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WealthCollab, LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 797 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |