SPDR INDEX SHARES FUNDS - SPDW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Added to | 125,134,437 | 5,557,220 | 3.98% | 3.69% | 1 | +12,369,881 | 10.97% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 57,217,193 | 2,541,015 | 4.81% | 4.78% | 2 | -1,272,327 | -2.18% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 37,343,862 | 1,658,440 | 0.45% | 0.42% | 3 | +3,292,815 | 9.67% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 29,790,838 | 1,323,011 | 5.42% | — | 4 | +29,790,838 | New | Q4 2025 | Feb 05, 2026 |
| Auto-Owners Insurance Co | History | Added to | 19,637,666 | 872,108 | 18.31% | 16.83% | 5 | +4,407,000 | 28.94% | Q4 2025 | Mar 09, 2026 |
| CWM, LLC | History | Added to | 15,520,557 | 689,268 | 1.87% | 1.88% | 6 | +886,729 | 6.06% | Q4 2025 | Jan 26, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 13,595,368 | 603,770 | 1.45% | 1.41% | 7 | -35,715 | -0.26% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 11,915,888 | 529,184 | 0.03% | 0.03% | 8 | +1,725,089 | 16.93% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 8,457,483 | 375,596 | 0.01% | 0.01% | 9 | +2,559,918 | 43.41% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 8,396,055 | 372,868 | 0.06% | 0.06% | 10 | -18,034 | -0.21% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,967,012 | 353,815 | 0.1% | 0.09% | 11 | +595,176 | 8.07% | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | Reduced | 7,414,696 | 329,287 | 0.63% | 0.63% | 12 | -83,364 | -1.11% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,962,463 | 309,202 | 0.02% | 0.02% | 13 | +977,094 | 16.32% | Q4 2025 | Feb 17, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 6,326,017 | 280,938 | 2.26% | 2.28% | 14 | -195,873 | -3.0% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,711,513 | 253,648 | 0.34% | 0.32% | 15 | -10,933 | -0.19% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 5,294,541 | 235,130 | 0.21% | 0.19% | 16 | +504,470 | 10.53% | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 222,938 | 222,938 | 0.13% | — | 17 | +222,938 | New | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Reduced | 4,805,656 | 213,419 | 2.7% | 2.76% | 18 | -112,289 | -2.28% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Added to | 4,659,049 | 206,918 | 0.25% | 0.25% | 19 | +209,802 | 4.72% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,584,236 | 203,590 | 0.3% | 0.3% | 20 | -483,155 | -9.53% | Q4 2025 | Feb 17, 2026 |
| Stadion Money Management, LLC | History | Reduced | 4,406,021 | 195,671 | 15.86% | 16.28% | 21 | -356,872 | -7.49% | Q4 2025 | Feb 17, 2026 |
| Advisory Alpha, LLC | History | Reduced | 4,283,987 | 190,254 | 5.18% | 5.21% | 22 | -41,658 | -0.96% | Q4 2025 | Feb 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,024,099 | 178,709 | 1.98% | 1.79% | 23 | +329,971 | 8.93% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,959,509 | 175,841 | 0.19% | 0.17% | 24 | +360,479 | 10.02% | Q4 2025 | Feb 06, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 3,566,337 | 158,381 | 15.87% | 15.02% | 25 | +191,757 | 5.68% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 3,095,682 | 137,479 | 0.04% | 0.05% | 26 | -314,163 | -9.21% | Q4 2025 | Feb 18, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,041,981 | 135,094 | 1.7% | 1.66% | 27 | +91,331 | 3.1% | Q4 2025 | Feb 09, 2026 |
| Pathstone Holdings, LLC | History | New | 2,922,308 | 129,779 | 0.5% | — | 28 | +2,922,308 | New | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,748,052 | 122,042 | 0.03% | 0.03% | 29 | -146,298 | -5.05% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 2,658,878 | 118,080 | 0.41% | 0.34% | 30 | +517,179 | 24.15% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | Added to | 2,585,522 | 114,823 | 2.56% | 1.44% | 31 | +1,588,557 | 159.34% | Q4 2025 | Feb 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,585,420 | 114,818 | 0.78% | 0.74% | 32 | +220,957 | 9.34% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,543,461 | 112,955 | 0.07% | 0.07% | 33 | +50,489 | 2.03% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 2,306,902 | 102,449 | 0.1% | 0.11% | 34 | +11,447 | 0.5% | Q4 2025 | Feb 13, 2026 |
| JNBA Financial Advisors | History | Added to | 2,257,447 | 100,253 | 8.76% | 8.15% | 35 | +160,863 | 7.67% | Q4 2025 | Jan 26, 2026 |
| GeoWealth Management, LLC | History | Added to | 2,231,870 | 99,117 | 3.65% | 3.35% | 36 | +84,193 | 3.92% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 2,228,613 | 98,972 | 0.2% | 0.17% | 37 | +340,752 | 18.05% | Q4 2025 | Jan 23, 2026 |
| Gradient Investments LLC | History | Added to | 2,185,934 | 97,077 | 1.54% | 1.52% | 38 | +57,231 | 2.69% | Q4 2025 | Jan 08, 2026 |
| Cetera Investment Advisers | History | Added to | 2,151,393 | 95,543 | 0.1% | 0.1% | 39 | +145,172 | 7.24% | Q4 2025 | Feb 17, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 2,147,540 | 95,372 | 18.09% | 17.28% | 40 | -25,653 | -1.18% | Q4 2025 | Jan 21, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 2,099,432 | 93,235 | 3.9% | 3.71% | 41 | +101,531 | 5.08% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,018,443 | 92,040 | 0.12% | 0.12% | 42 | +162,479 | 8.75% | Q4 2025 | Jan 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 2,054,436 | 91,237 | 1.58% | 1.83% | 43 | +35,520 | 1.76% | Q4 2025 | Feb 19, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,982,606 | 90,406 | 3.63% | 3.6% | 44 | +32,025 | 1.64% | Q4 2025 | Jan 09, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,013,003 | 89,397 | 0.42% | 0.44% | 45 | -74,220 | -3.56% | Q4 2025 | Feb 17, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 1,969,682 | 87,473 | 6.42% | 6.69% | 46 | +154,804 | 8.53% | Q4 2025 | Feb 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,926,884 | 85,572 | 0.11% | 0.04% | 47 | +1,239,029 | 180.13% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,880,757 | 83,524 | 0.01% | — | 48 | +1,880,757 | New | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,875,811 | 83,304 | 0.63% | 0.62% | 49 | +184,890 | 10.93% | Q4 2025 | Jan 14, 2026 |
| Savant Capital, LLC | History | Reduced | 1,875,482 | 83,290 | 0.47% | 0.51% | 50 | -79,269 | -4.06% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,836,757 | 81,570 | 0.01% | 0.0% | 51 | +133,543 | 7.84% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,805,415 | 80,178 | 0.2% | 0.19% | 52 | +120,748 | 7.17% | Q4 2025 | Feb 13, 2026 |
| VICUS CAPITAL | History | Added to | 1,793,895 | 79,667 | 5.98% | 4.15% | 53 | +525,242 | 41.4% | Q4 2025 | Jan 22, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 1,774,091 | 78,787 | 8.88% | 8.76% | 54 | +48,826 | 2.83% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,771,242 | 78,660 | 0.01% | 0.01% | 55 | +150,461 | 9.28% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,731,970 | 76,917 | 0.65% | 0.52% | 56 | +177,388 | 11.41% | Q4 2025 | Jan 05, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 1,637,282 | 72,711 | 1.09% | 0.9% | 57 | +162,932 | 11.05% | Q4 2025 | Jan 05, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 1,627,905 | 72,295 | 9.64% | 10.46% | 58 | +12,630 | 0.78% | Q4 2025 | Jan 09, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 1,588,335 | 70,537 | 3.35% | 3.29% | 59 | +4,527 | 0.29% | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 1,514,657 | 67,265 | 0.01% | — | 60 | +1,514,657 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,628,648 | 67,067 | 0.09% | 0.04% | 61 | +969,602 | 147.12% | Q4 2025 | Mar 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,460,149 | 64,845 | 0.12% | 0.12% | 62 | +40,446 | 2.85% | Q4 2025 | Mar 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,443,886 | 64,123 | 0.17% | 0.16% | 63 | +59,229 | 4.28% | Q4 2025 | Feb 05, 2026 |
| Facet Wealth, Inc. | History | Reduced | 1,316,376 | 62,317 | 1.1% | 1.24% | 64 | -80,456 | -5.76% | Q4 2025 | Jan 29, 2026 |
| TRUEFG, LLC | History | Reduced | 1,385,208 | 61,517 | 16.51% | 16.46% | 65 | -7,472 | -0.54% | Q4 2025 | Jan 21, 2026 |
| Dakota Wealth Management | History | Added to | 1,381,548 | 61,354 | 1.09% | 1.06% | 66 | +146,926 | 11.9% | Q4 2025 | Jan 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,290,142 | 57,295 | 0.02% | 0.03% | 67 | -581,473 | -31.07% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 1,273,831 | 56,570 | 1.11% | 1.13% | 68 | +8,196 | 0.65% | Q4 2025 | Jan 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,236,446 | 54,958 | 0.1% | 0.0% | 69 | +1,181,078 | 2133.14% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Added to | 1,234,103 | 54,806 | 0.08% | 0.04% | 70 | +658,516 | 114.41% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,211,625 | 53,808 | 0.61% | 0.6% | 71 | +25,172 | 2.12% | Q4 2025 | Jan 20, 2026 |
| CGN Advisors LLC | History | Added to | 1,185,872 | 52,664 | 4.17% | 3.75% | 72 | +120,035 | 11.26% | Q4 2025 | Jan 05, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 1,140,637 | 50,655 | 6.56% | 5.9% | 73 | +105,354 | 10.18% | Q4 2025 | Feb 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 1,123,883 | 49,912 | 6.93% | 5.79% | 74 | +269,518 | 31.55% | Q4 2025 | Jan 21, 2026 |
| GREENLEAF TRUST | History | Added to | 1,116,681 | 49,591 | 0.45% | 0.04% | 75 | +1,013,336 | 980.54% | Q4 2025 | Jan 21, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 1,103,199 | 48,993 | 4.08% | 4.04% | 76 | -4,840 | -0.44% | Q4 2025 | Feb 09, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,046,118 | 47,995 | 2.24% | 2.0% | 77 | +253,055 | 31.91% | Q4 2025 | Feb 03, 2026 |
| Summit Global Investments | History | Added to | 1,069,063 | 47,477 | 2.81% | 1.85% | 78 | +327,436 | 44.15% | Q4 2025 | Feb 18, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 1,035,338 | 45,979 | 4.49% | 4.49% | 79 | -15,896 | -1.51% | Q4 2025 | Jan 29, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 991,592 | 44,036 | 7.27% | 7.06% | 80 | +11,044 | 1.13% | Q4 2025 | Jan 07, 2026 |
| Global Retirement Partners, LLC | History | Added to | 977,517 | 43,411 | 0.77% | 0.89% | 81 | +44,902 | 4.81% | Q4 2025 | Feb 06, 2026 |
| Brio Consultants, LLC | History | Added to | 972,284 | 43,179 | 5.61% | 5.53% | 82 | +33,346 | 3.55% | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 940,148 | 41,751 | 0.5% | 0.42% | 83 | -146,533 | -13.48% | Q4 2025 | Feb 13, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 928,458 | 41,232 | 12.61% | 12.5% | 84 | +23,882 | 2.64% | Q4 2025 | Feb 12, 2026 |
| Select Equity Group, L.P. | History | New | 907,211 | 40,289 | 0.17% | — | 85 | +907,211 | New | Q4 2025 | Feb 17, 2026 |
| KWB Wealth | History | Reduced | 899,712 | 39,956 | 3.78% | 4.29% | 86 | -58,254 | -6.08% | Q4 2025 | Jan 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 886,952 | 39,389 | 0.55% | 0.53% | 87 | -14 | -0.0% | Q4 2025 | Feb 03, 2026 |
| Goodman Financial Corp | History | Added to | 818,239 | 36,337 | 6.88% | 6.72% | 88 | +11,700 | 1.45% | Q4 2025 | Jan 08, 2026 |
| MAI Capital Management | History | Added to | 815,024 | 36,195 | 0.21% | 0.22% | 89 | +1,723 | 0.21% | Q4 2025 | Feb 13, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 811,349 | 36,032 | 6.81% | 6.61% | 90 | +19,183 | 2.42% | Q4 2025 | Feb 04, 2026 |
| Austin Private Wealth, LLC | History | Added to | 798,373 | 35,455 | 2.63% | 2.1% | 91 | +152,669 | 23.64% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 794,588 | 35,287 | 0.79% | 0.9% | 92 | -12,209 | -1.51% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 788,646 | 35,023 | 0.25% | 0.2% | 93 | +143,219 | 22.19% | Q4 2025 | Feb 13, 2026 |
| ProVise Management Group, LLC | History | Added to | 788,304 | 35,008 | 2.49% | 2.47% | 94 | +4,895 | 0.62% | Q4 2025 | Jan 29, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 780,026 | 34,640 | 1.49% | 1.59% | 95 | -21,436 | -2.67% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 772,680 | 34,314 | 0.01% | 0.01% | 96 | -49,025 | -5.97% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 755,317 | 33,543 | 0.82% | 0.79% | 97 | +31,901 | 4.41% | Q4 2025 | Jan 28, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 754,887 | 33,524 | 3.59% | 4.78% | 98 | -39,582 | -4.98% | Q4 2025 | Feb 17, 2026 |
| Compton Financial Group, LLC | History | Added to | 753,891 | 33,480 | 7.58% | 7.45% | 99 | +30,837 | 4.26% | Q4 2025 | Feb 05, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Added to | 751,303 | 33,365 | 12.6% | 11.24% | 100 | +78,815 | 11.72% | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | Added to | 740,978 | 32,906 | 4.27% | 4.13% | 101 | +42,405 | 6.07% | Q4 2025 | Jan 29, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 725,152 | 32,204 | 5.58% | 5.41% | 102 | +28,915 | 4.15% | Q4 2025 | Jan 29, 2026 |
| Auour Investments LLC | History | Added to | 722,775 | 32,098 | 10.21% | 9.17% | 103 | +64,311 | 9.77% | Q4 2025 | Jan 12, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 721,548 | 32,043 | 2.43% | 1.98% | 104 | +148,260 | 25.86% | Q4 2025 | Jan 09, 2026 |
| Rinkey Investments | History | Reduced | 694,494 | 30,842 | 7.83% | 8.23% | 105 | -30,407 | -4.19% | Q4 2025 | Feb 04, 2026 |
| ERn Financial, LLC | History | Added to | 684,153 | 30,383 | 5.71% | 5.73% | 106 | +6,103 | 0.9% | Q4 2025 | Jan 15, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 682,158 | 30,294 | 14.35% | 14.3% | 107 | +20,681 | 3.13% | Q4 2025 | Jan 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 677,819 | 30,101 | 0.61% | 0.65% | 108 | -28,791 | -4.07% | Q4 2025 | Feb 06, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 664,539 | 29,577 | 0.88% | 0.83% | 109 | +34,992 | 5.56% | Q4 2025 | Jan 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 658,052 | 29,224 | 0.2% | 0.15% | 110 | +250,391 | 61.42% | Q4 2025 | Feb 18, 2026 |
| Flagstone Financial Management | History | Reduced | 657,191 | 29,185 | 7.48% | 7.49% | 111 | -6,344 | -0.96% | Q4 2025 | Feb 09, 2026 |
| Apella Capital, LLC | History | Added to | 648,230 | 28,787 | 0.57% | 0.58% | 112 | +46,167 | 7.67% | Q4 2025 | Jan 21, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 629,645 | 27,962 | 0.0% | 0.02% | 113 | -2,546,840 | -80.18% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | Reduced | 628,166 | 27,896 | 0.03% | 0.05% | 114 | -338,062 | -34.99% | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 622,753 | 27,656 | 0.1% | 0.11% | 115 | +65,419 | 11.74% | Q4 2025 | Feb 18, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 610,134 | 27,096 | 7.55% | 7.51% | 116 | +2,438 | 0.4% | Q4 2025 | Jan 23, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 606,636 | 26,940 | 1.99% | 1.9% | 117 | +109,024 | 21.91% | Q4 2025 | Jan 28, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 599,350 | 26,617 | 8.74% | 1.48% | 118 | +498,079 | 491.83% | Q4 2025 | Feb 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 596,228 | 26,478 | 1.23% | 1.19% | 119 | +23,989 | 4.19% | Q4 2025 | Feb 13, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 592,941 | 26,332 | 6.15% | 5.73% | 120 | +45,896 | 8.39% | Q4 2025 | Feb 05, 2026 |
| Second Line Capital, LLC | History | Added to | 592,352 | 26,306 | 5.41% | 5.17% | 121 | +8,954 | 1.53% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 588,550 | 26,137 | 0.76% | — | 122 | +588,550 | New | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 581,141 | 25,808 | 0.19% | 0.18% | 123 | +49,066 | 9.22% | Q4 2025 | Feb 12, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 577,520 | 25,647 | 4.66% | 0.4% | 124 | -11,027 | -1.87% | Q4 2025 | Mar 04, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 514,403 | 25,267 | 5.75% | 4.8% | 125 | +93,865 | 22.32% | Q4 2025 | Feb 24, 2026 |
| Headland Capital, LLC | History | Added to | 567,881 | 25,219 | 7.02% | 6.75% | 126 | +6,067 | 1.08% | Q4 2025 | Jan 28, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 557,101 | 24,740 | 7.47% | 7.48% | 127 | -4,882 | -0.87% | Q4 2025 | Jan 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 555,712 | 24,679 | 0.0% | 0.0% | 128 | +33,265 | 6.37% | Q4 2025 | Mar 25, 2026 |
| Fiduciary Alliance LLC | History | Added to | 550,098 | 24,429 | 1.6% | 1.47% | 129 | +38,181 | 7.46% | Q4 2025 | Jan 22, 2026 |
| BlackRock, Inc. | History | Added to | 548,765 | 24,370 | 0.0% | 0.0% | 130 | +254,754 | 86.65% | Q4 2025 | Feb 12, 2026 |
| Treasure Coast Financial Planning | History | Added to | 548,722 | 24,367 | 12.94% | 13.06% | 131 | +1,642 | 0.3% | Q4 2025 | Jan 22, 2026 |
| GM Advisory Group, LLC | History | Added to | 544,260 | 24,170 | 0.95% | 0.68% | 132 | +171,855 | 46.15% | Q4 2025 | Feb 13, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 540,176 | 23,989 | 11.84% | 11.61% | 133 | +19,159 | 3.68% | Q4 2025 | Mar 06, 2026 |
| Procyon Advisors, LLC | History | Added to | 529,627 | 23,520 | 1.16% | 1.31% | 134 | +13,728 | 2.66% | Q4 2025 | Jan 07, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 527,624 | 23,431 | 3.27% | 3.31% | 135 | -11,170 | -2.07% | Q4 2025 | Jan 27, 2026 |
| JDM Financial Group LLC | History | Added to | 654,429 | 23,359 | 9.07% | 9.68% | 136 | +107,719 | 19.7% | Q4 2025 | Feb 02, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 524,179 | 23,278 | 1.12% | 0.28% | 137 | +414,545 | 378.12% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | Added to | 498,287 | 22,128 | 0.03% | 0.03% | 138 | +108,835 | 27.95% | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 493,599 | 21,920 | 0.85% | 0.82% | 139 | +17,366 | 3.65% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 476,080 | 21,142 | 0.17% | 0.19% | 140 | +40,285 | 9.24% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 463,573 | 20,587 | 0.17% | 0.1% | 141 | +218,847 | 89.43% | Q4 2025 | Jan 26, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Reduced | 458,676 | 20,369 | 9.11% | 8.92% | 142 | -3,885 | -0.84% | Q4 2025 | Feb 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 448,086 | 19,899 | 0.51% | 0.5% | 143 | +19,318 | 4.51% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 443,857 | 19,711 | 0.21% | 0.26% | 144 | +33,924 | 8.28% | Q4 2025 | Jan 23, 2026 |
| Vivaldi Capital Management LP | History | Added to | 441,270 | 19,596 | 2.66% | 2.24% | 145 | +70,826 | 19.12% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 439,445 | 19,515 | 0.24% | 0.24% | 146 | -3,136 | -0.71% | Q4 2025 | Jan 26, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 422,792 | 18,776 | 2.43% | 2.32% | 147 | +23,197 | 5.81% | Q4 2025 | Feb 05, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 402,443 | 18,625 | 0.59% | 0.54% | 148 | +31,106 | 8.38% | Q4 2025 | Jan 23, 2026 |
| RFG Advisory, LLC | History | Reduced | 412,116 | 18,302 | 0.34% | 0.37% | 149 | -5,589 | -1.34% | Q4 2025 | Feb 03, 2026 |
| FIDELITY D & D BANCORP INC | History | Reduced | 407,041 | 18,076 | 7.81% | 10.13% | 150 | -22,121 | -5.15% | Q4 2025 | Feb 09, 2026 |
| JT Stratford LLC | History | Reduced | 400,327 | 17,778 | 2.28% | 3.3% | 151 | -175,954 | -30.53% | Q4 2025 | Feb 12, 2026 |
| Mason & Associates, LLC | History | Reduced | 400,124 | 17,769 | 4.04% | 4.09% | 152 | -2,310 | -0.57% | Q4 2025 | Jan 21, 2026 |
| Values Added Financial LLC | History | Added to | 398,570 | 17,700 | 7.47% | 7.51% | 153 | +3,692 | 0.93% | Q4 2025 | Jan 16, 2026 |
| Atria Investments, Inc | History | Reduced | 396,652 | 17,615 | 0.2% | 0.2% | 154 | -10,477 | -2.57% | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 394,802 | 17,561 | 0.43% | 0.43% | 155 | -6,350 | -1.58% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | Reduced | 385,458 | 17,118 | 2.61% | 3.71% | 156 | -15,835 | -3.95% | Q4 2025 | Feb 13, 2026 |
| BANK HAPOALIM BM | History | No change | 384,000 | 17,053 | 1.48% | 2.02% | 157 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Palatine Hill Wealth Management, LLC | History | New | 376,695 | 16,729 | 13.49% | — | 158 | +376,695 | New | Q4 2025 | Feb 10, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 376,541 | 16,722 | 1.94% | 1.9% | 159 | +7,806 | 2.12% | Q4 2025 | Feb 10, 2026 |
| Strategic Financial Planning, Inc. | History | Added to | 371,396 | 16,492 | 9.38% | 9.12% | 160 | +3,715 | 1.01% | Q4 2025 | Feb 17, 2026 |
| Portside Wealth Group, LLC | History | Added to | 371,006 | 16,476 | 2.22% | 1.95% | 161 | +40,375 | 12.21% | Q4 2025 | Jan 21, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 368,327 | 16,357 | 1.9% | 2.51% | 162 | +26,119 | 7.63% | Q4 2025 | Feb 13, 2026 |
| WRAPMANAGER INC | History | Reduced | 368,187 | 16,351 | 5.53% | 5.0% | 163 | -11,117 | -2.93% | Q4 2025 | Feb 06, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 367,438 | 16,317 | 0.98% | 0.86% | 164 | +21,213 | 6.13% | Q4 2025 | Jan 20, 2026 |
| Rodgers & Associates, LTD | History | Added to | 366,668 | 16,283 | 1.65% | 1.6% | 165 | +4,311 | 1.19% | Q4 2025 | Jan 22, 2026 |
| Capital Investment Management, Inc. | History | New | 366,546 | 16,278 | 5.69% | — | 166 | +366,546 | New | Q4 2025 | Apr 10, 2026 |
| Belpointe Asset Management LLC | History | Added to | 364,758 | 16,198 | 0.59% | 0.41% | 167 | +114,097 | 45.52% | Q4 2025 | Jan 27, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 364,087 | 16,169 | 6.26% | 6.6% | 168 | -21,668 | -5.62% | Q4 2025 | Feb 17, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 361,379 | 16,048 | 1.16% | 1.28% | 169 | -22,791 | -5.93% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 357,300 | 15,867 | 0.07% | 0.06% | 170 | +46,994 | 15.14% | Q4 2025 | Feb 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 349,607 | 15,526 | 1.23% | 1.04% | 171 | +57,320 | 19.61% | Q4 2025 | Feb 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 349,598 | 15,525 | 0.98% | 0.96% | 172 | -8,486 | -2.37% | Q4 2025 | Feb 05, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 349,515 | 15,521 | 2.98% | 2.81% | 173 | +38,552 | 12.4% | Q4 2025 | Jan 27, 2026 |
| SCS Capital Management LLC | History | No change | 349,062 | 15,501 | 0.16% | 0.16% | 174 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 342,022 | 15,189 | 0.06% | 0.06% | 175 | -5,550 | -1.6% | Q4 2025 | Jan 29, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 333,823 | 14,824 | 0.06% | 0.06% | 176 | +22,875 | 7.36% | Q4 2025 | Feb 12, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 333,280 | 14,800 | 5.5% | 5.43% | 177 | -15,195 | -4.36% | Q4 2025 | Feb 13, 2026 |
| Probity Advisors, Inc. | History | Added to | 331,650 | 14,728 | 2.36% | 2.23% | 178 | +9,807 | 3.05% | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 327,354 | 14,537 | 0.36% | 0.39% | 179 | -27,008 | -7.62% | Q4 2025 | Feb 09, 2026 |
| Gibbs Wealth Management | History | Reduced | 315,518 | 14,479 | 3.5% | 3.17% | 180 | -12,422 | -3.79% | Q4 2025 | Jan 23, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 324,656 | 14,418 | 6.24% | 6.25% | 181 | +5,494 | 1.72% | Q4 2025 | Feb 11, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 321,999 | 14,299 | 3.69% | 3.84% | 182 | -12,842 | -3.84% | Q4 2025 | Feb 06, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 291,705 | 13,955 | 6.18% | 4.27% | 183 | +85,388 | 41.39% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 311,809 | 13,847 | 0.08% | 0.08% | 184 | -51,191 | -14.1% | Q4 2025 | Jan 29, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 290,400 | 13,573 | 5.41% | 5.26% | 185 | -2,609 | -0.89% | Q4 2025 | Jan 26, 2026 |
| Sanchez Wealth Management Group | History | Added to | 302,504 | 13,434 | 2.87% | 1.85% | 186 | +108,256 | 55.73% | Q4 2025 | Feb 04, 2026 |
| Aspire Private Capital, LLC | History | Added to | 300,216 | 13,332 | 2.97% | 1.34% | 187 | +149,109 | 98.68% | Q4 2025 | Jan 16, 2026 |
| DORVAL Corp | History | Added to | 300,148 | 13,329 | 4.25% | 4.21% | 188 | +3,015 | 1.01% | Q4 2025 | Jan 26, 2026 |
| Clear Retirement Advice LLC | History | New | 279,687 | 13,271 | 10.32% | — | 189 | +279,687 | New | Q4 2025 | Feb 24, 2026 |
| Partners in Financial Planning | History | Added to | 290,406 | 12,896 | 2.18% | 2.12% | 190 | +3,879 | 1.35% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 289,284 | 12,847 | 0.67% | 0.63% | 191 | +23,086 | 8.67% | Q4 2025 | Feb 05, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 288,204 | 12,799 | 3.33% | 3.14% | 192 | -10,118 | -3.39% | Q4 2025 | Jan 07, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 287,779 | 12,780 | 1.3% | 1.42% | 193 | -2,313 | -0.8% | Q4 2025 | Feb 06, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 287,155 | 12,752 | 2.83% | 8.76% | 194 | -605,040 | -67.81% | Q4 2025 | Jan 13, 2026 |
| Certified Advisory Corp | History | Reduced | 284,641 | 12,640 | 1.15% | 1.35% | 195 | -47,398 | -14.27% | Q4 2025 | Jan 12, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Added to | 283,259 | 12,580 | 6.85% | 4.28% | 196 | +92,651 | 48.61% | Q4 2025 | Jan 28, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 276,274 | 12,269 | 1.61% | 1.59% | 197 | +1,490 | 0.54% | Q4 2025 | Jan 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 275,440 | 12,232 | 0.15% | 0.1% | 198 | +63,885 | 30.2% | Q4 2025 | Feb 11, 2026 |
| Boltwood Capital Management | History | Reduced | 275,270 | 12,224 | 3.18% | 3.15% | 199 | -1,355 | -0.49% | Q4 2025 | Jan 02, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 274,991 | 12,212 | 5.56% | 5.65% | 200 | -2,020 | -0.73% | Q4 2025 | Jan 12, 2026 |
| FMR LLC | History | Added to | 271,428 | 12,054 | 0.0% | 0.0% | 201 | +19,467 | 7.73% | Q4 2025 | Feb 17, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 270,291 | 12,003 | 1.05% | 0.94% | 202 | +24,010 | 9.75% | Q4 2025 | Feb 06, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 268,205 | 11,910 | 0.95% | 0.82% | 203 | +57,382 | 27.22% | Q4 2025 | Jan 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 267,380 | 11,874 | 0.16% | 0.12% | 204 | +117,347 | 78.21% | Q4 2025 | Feb 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 262,486 | 11,657 | 0.22% | 0.22% | 205 | +6,073 | 2.37% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 260,986 | 11,590 | 0.24% | 0.22% | 206 | +34,084 | 15.02% | Q4 2025 | Feb 09, 2026 |
| BCS Wealth Management | History | Added to | 260,348 | 11,561 | 1.17% | 1.25% | 207 | +131,028 | 101.32% | Q4 2025 | Jan 26, 2026 |
| Modera Wealth Management, LLC | History | Added to | 260,131 | 11,552 | 0.13% | 0.13% | 208 | +898 | 0.35% | Q4 2025 | Jan 21, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 258,898 | 11,497 | 8.18% | 8.19% | 209 | +6,211 | 2.46% | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | Reduced | 255,965 | 11,367 | 0.01% | 0.0% | 210 | -47 | -0.02% | Q4 2025 | Feb 13, 2026 |
| Macco Financial Group, Inc. | History | New | 253,511 | 11,258 | 9.68% | — | 211 | +253,511 | New | Q4 2025 | Feb 24, 2026 |
| &PARTNERS | History | Added to | 251,063 | 11,149 | 0.06% | 0.02% | 212 | +182,996 | 268.85% | Q4 2025 | Feb 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 247,876 | 11,008 | 1.23% | 1.25% | 213 | -4,297 | -1.7% | Q4 2025 | Jan 08, 2026 |
| Empowered Funds, LLC | History | Added to | 246,417 | 10,943 | 0.19% | 0.09% | 214 | +42,444 | 20.81% | Q4 2025 | Feb 18, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 243,839 | 10,828 | 3.82% | 3.71% | 215 | +29,756 | 13.9% | Q4 2025 | Feb 09, 2026 |
| Brookstone Capital Management | History | Reduced | 242,401 | 10,765 | 0.12% | 0.13% | 216 | -13,815 | -5.39% | Q4 2025 | Jan 15, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 240,776 | 10,692 | 2.21% | 2.22% | 217 | +319 | 0.13% | Q4 2025 | Jan 05, 2026 |
| Amicus Financial Advisors, LLC | History | New | 239,423 | 10,632 | 2.96% | — | 218 | +239,423 | New | Q4 2025 | Mar 02, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 239,399 | 10,631 | 8.12% | 8.5% | 219 | -8,723 | -3.52% | Q4 2025 | Feb 11, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 238,786 | 10,604 | 3.45% | 2.88% | 220 | +41,880 | 21.27% | Q4 2025 | Feb 11, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 237,593 | 10,551 | 4.75% | 4.66% | 221 | +5,274 | 2.27% | Q4 2025 | Feb 02, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 237,065 | 10,528 | 9.24% | — | 222 | +237,065 | New | Q4 2025 | Feb 18, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 237,009 | 10,525 | 0.09% | 0.09% | 223 | -2,942 | -1.23% | Q4 2025 | Feb 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 236,614 | 10,508 | 0.14% | 0.15% | 224 | -6,863 | -2.82% | Q4 2025 | Feb 10, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 233,443 | 10,367 | 4.2% | 4.19% | 225 | +9,166 | 4.09% | Q4 2025 | Jan 22, 2026 |
| NovaPoint Capital, LLC | History | Added to | 232,568 | 10,328 | 2.66% | 2.38% | 226 | +5,620 | 2.48% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 232,180 | 10,311 | 0.06% | 0.06% | 227 | +29,031 | 14.29% | Q4 2025 | Jan 26, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 231,729 | 10,291 | 4.02% | 4.07% | 228 | +7,671 | 3.42% | Q4 2025 | Feb 02, 2026 |
| Partnership Wealth Management, LLC | History | Added to | 228,798 | 10,160 | 7.31% | 7.31% | 229 | +6,833 | 3.08% | Q4 2025 | Jan 09, 2026 |
| Wrenne Financial Planning LLC | History | Reduced | 225,893 | 10,031 | 4.08% | 4.16% | 230 | -1,349 | -0.59% | Q4 2025 | Feb 10, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 224,221 | 9,957 | 0.24% | 0.24% | 231 | +122 | 0.05% | Q4 2025 | Feb 03, 2026 |
| Security Financial Services, INC. | History | Added to | 222,641 | 9,887 | 1.55% | 1.5% | 232 | +6,335 | 2.93% | Q4 2025 | Jan 27, 2026 |
| Fairfield University | History | Reduced | 221,341 | 9,829 | 4.95% | 6.28% | 233 | -74,774 | -25.25% | Q4 2025 | Feb 12, 2026 |
| PECAUT & CO. | History | Added to | 219,357 | 9,741 | 3.14% | 2.8% | 234 | +15,897 | 7.81% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 218,941 | 9,723 | 0.46% | 0.58% | 235 | -91,907 | -29.57% | Q4 2025 | Jan 21, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 218,151 | 9,688 | 3.23% | 3.02% | 236 | +28,531 | 15.05% | Q4 2025 | Feb 06, 2026 |
| Mutual Advisors, LLC | History | Added to | 217,111 | 9,641 | 0.21% | 0.2% | 237 | +8,446 | 4.05% | Q4 2025 | Feb 02, 2026 |
| Collier Financial | History | Reduced | 216,507 | 9,615 | 7.22% | 7.27% | 238 | -9,487 | -4.2% | Q4 2025 | Feb 12, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 214,070 | 9,506 | 7.96% | 5.51% | 239 | +49,409 | 30.01% | Q4 2025 | Jan 28, 2026 |
| Truepoint, Inc. | History | Reduced | 213,757 | 9,492 | 0.21% | 0.22% | 240 | -2,581 | -1.19% | Q4 2025 | Feb 11, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 212,533 | 9,438 | 6.27% | 6.03% | 241 | +10,390 | 5.14% | Q4 2025 | Jan 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 211,599 | 9,397 | 0.7% | 0.62% | 242 | +24,408 | 13.04% | Q4 2025 | Jan 29, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 209,763 | 9,315 | 8.18% | 8.17% | 243 | -2,611 | -1.23% | Q4 2025 | Jan 14, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 200,771 | 9,269 | 1.04% | 0.98% | 244 | +5,925 | 3.04% | Q4 2025 | Feb 13, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 207,706 | 9,224 | 2.65% | 2.5% | 245 | +10,575 | 5.36% | Q4 2025 | Feb 09, 2026 |
| Xena Financial Planning, LLC | History | New | 207,277 | 9,205 | 10.81% | — | 246 | +207,277 | New | Q4 2025 | Jan 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 206,296 | 9,161 | 0.55% | 0.61% | 247 | -40,833 | -16.52% | Q4 2025 | Jan 30, 2026 |
| Brown Financial Advisory | History | Reduced | 206,217 | 9,158 | 4.63% | 4.93% | 248 | -13,965 | -6.34% | Q4 2025 | Jan 29, 2026 |
| Orin Green Financial, LLC | History | Added to | 203,794 | 9,050 | 3.62% | 3.48% | 249 | +398 | 0.2% | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 200,356 | 8,897 | 0.41% | 0.37% | 250 | +37,067 | 22.7% | Q4 2025 | Feb 05, 2026 |
| Fortitude Financial, LLC | History | New | 196,375 | 8,721 | 7.4% | — | 251 | +196,375 | New | Q4 2025 | Jan 27, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 195,516 | 8,682 | 0.97% | — | 252 | +195,516 | New | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 195,486 | 8,682 | 0.53% | 0.5% | 253 | +7,819 | 4.17% | Q4 2025 | Feb 13, 2026 |
| WBH ADVISORY INC | History | Added to | 194,936 | 8,657 | 0.64% | 0.6% | 254 | +9,924 | 5.36% | Q4 2025 | Jan 26, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 193,969 | 8,614 | 0.13% | 0.13% | 255 | -2,875 | -1.46% | Q4 2025 | Jan 22, 2026 |
| Ignite Planners, LLC | History | Reduced | 183,304 | 8,611 | 1.32% | 1.3% | 256 | -2,026 | -1.09% | Q4 2025 | Feb 06, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 193,727 | 8,603 | 0.54% | — | 257 | +193,727 | New | Q4 2025 | Feb 11, 2026 |
| Independent Advisor Alliance | History | Added to | 187,950 | 8,346 | 0.2% | 0.17% | 258 | +36,381 | 24.0% | Q4 2025 | Feb 04, 2026 |
| CSM Advisors, LLC | History | Added to | 187,025 | 8,306 | 0.23% | 0.2% | 259 | +17,592 | 10.38% | Q4 2025 | Feb 11, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 185,230 | 8,226 | 1.5% | 1.48% | 260 | -4,979 | -2.62% | Q4 2025 | Feb 17, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 172,894 | 7,989 | 5.98% | 4.03% | 261 | +56,453 | 48.48% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 180,315 | 7,965 | 0.7% | 0.65% | 262 | +15,016 | 9.08% | Q4 2025 | Jan 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 179,339 | 7,964 | 0.01% | 0.01% | 263 | +47,865 | 36.41% | Q4 2025 | Feb 18, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 178,474 | 7,926 | 0.55% | 0.44% | 264 | +38,984 | 27.95% | Q4 2025 | Jan 16, 2026 |
| Spartan Planning & Wealth Management | History | Reduced | 178,116 | 7,910 | 5.84% | 6.3% | 265 | -10,456 | -5.54% | Q4 2025 | Jan 08, 2026 |
| IFS Advisors, LLC | History | New | 176,753 | 7,849 | 4.08% | — | 266 | +176,753 | New | Q4 2025 | Jan 09, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 176,501 | 7,838 | 2.24% | 1.83% | 267 | -537 | -0.3% | Q4 2025 | Feb 10, 2026 |
| Venturi Wealth Management, LLC | History | No change | 176,445 | 7,835 | 0.35% | 0.35% | 268 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 176,084 | 7,819 | 5.46% | 5.54% | 269 | +8,947 | 5.35% | Q4 2025 | Feb 11, 2026 |
| BIP Wealth, LLC | History | Reduced | 175,870 | 7,810 | 0.28% | 0.39% | 270 | -7,677 | -4.18% | Q4 2025 | Jan 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 173,563 | 7,707 | 0.08% | 0.09% | 271 | -4,256 | -2.39% | Q4 2025 | Feb 12, 2026 |
| Richmond Investment Services, LLC | History | Added to | 172,267 | 7,650 | 1.32% | 1.24% | 272 | +17,022 | 10.96% | Q4 2025 | Feb 12, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 171,941 | 7,635 | 4.66% | 4.47% | 273 | +11,358 | 7.07% | Q4 2025 | Jan 16, 2026 |
| Ironwood Wealth Management, LLC. | History | Reduced | 170,954 | 7,592 | 2.23% | 2.48% | 274 | -2,303 | -1.33% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 170,722 | 7,581 | 0.18% | 0.14% | 275 | +38,210 | 28.84% | Q4 2025 | Feb 13, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 167,999 | 7,460 | 3.42% | 3.25% | 276 | -330 | -0.2% | Q4 2025 | Feb 09, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 167,212 | 7,425 | 1.14% | 1.09% | 277 | +7,891 | 4.95% | Q4 2025 | Jan 12, 2026 |
| NOVEM GROUP | History | Added to | 166,505 | 7,394 | 0.85% | 0.82% | 278 | +3,030 | 1.85% | Q4 2025 | Jan 27, 2026 |
| Diligent Investors, LLC | History | Reduced | 165,200 | 7,336 | 1.8% | 1.82% | 279 | -2,731 | -1.63% | Q4 2025 | Jan 23, 2026 |
| XML Financial, LLC | History | Reduced | 161,830 | 7,186 | 0.59% | 0.57% | 280 | -2,991 | -1.81% | Q4 2025 | Feb 11, 2026 |
| BayBridge Capital Group, LLC | History | Reduced | 161,000 | 7,150 | 4.43% | 4.56% | 281 | -5,972 | -3.58% | Q4 2025 | Jan 16, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 158,091 | 7,020 | 2.77% | 2.63% | 282 | +645 | 0.41% | Q4 2025 | Feb 03, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 156,056 | 6,930 | 2.68% | 2.95% | 283 | -6,720 | -4.13% | Q4 2025 | Apr 21, 2026 |
| Bensler, LLC | History | Added to | 155,000 | 6,883 | 0.69% | 0.6% | 284 | +20,412 | 15.17% | Q4 2025 | Feb 04, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 153,774 | 6,829 | 0.03% | 0.03% | 285 | -96 | -0.06% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 153,037 | 6,796 | 0.1% | 0.13% | 286 | -50,010 | -24.63% | Q4 2025 | Feb 09, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 152,585 | 6,776 | 7.0% | 5.67% | 287 | -650 | -0.42% | Q4 2025 | Jan 16, 2026 |
| Battery Global Advisors, LLC | History | No change | 152,557 | 6,775 | 3.14% | 3.07% | 288 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 152,003 | 6,750 | 1.9% | 1.86% | 289 | +3,557 | 2.4% | Q4 2025 | Jan 23, 2026 |
| Continuum Advisory, LLC | History | Reduced | 151,589 | 6,732 | 0.67% | 0.75% | 290 | -15,033 | -9.02% | Q4 2025 | Feb 11, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 150,719 | 6,693 | 1.01% | 0.98% | 291 | +1,291 | 0.86% | Q4 2025 | Feb 11, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 150,066 | 6,664 | 0.21% | 0.21% | 292 | -3,358 | -2.19% | Q4 2025 | Jan 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 149,353 | 6,632 | 0.74% | 0.68% | 293 | +31,079 | 26.28% | Q4 2025 | Feb 11, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 146,525 | 6,507 | 2.37% | 2.38% | 294 | +954 | 0.66% | Q4 2025 | Feb 04, 2026 |
| Convergence Financial, LLC | History | Reduced | 144,636 | 6,423 | 0.94% | 1.13% | 295 | -31,811 | -18.03% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 143,594 | 6,377 | 0.01% | 0.0% | 296 | +102,941 | 253.22% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 143,229 | 6,360 | 0.7% | 0.69% | 297 | +1,116 | 0.79% | Q4 2025 | Jan 20, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 142,944 | 6,348 | 2.3% | 1.47% | 298 | +52,598 | 58.22% | Q4 2025 | Jan 21, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 141,850 | 6,299 | 0.25% | 0.25% | 299 | -3,528 | -2.43% | Q4 2025 | Feb 09, 2026 |
| Sherman Wealth Management LLC | History | New | 141,435 | 6,281 | 5.46% | — | 300 | +141,435 | New | Q4 2025 | Jan 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 139,549 | 6,197 | 0.09% | 0.03% | 301 | +93,256 | 201.45% | Q4 2025 | Feb 17, 2026 |
| Vested Financial Planning, LLC | History | Added to | 137,745 | 6,117 | 4.71% | 4.48% | 302 | +8,584 | 6.65% | Q4 2025 | Jan 23, 2026 |
| Red Wave Investments LLC | History | Added to | 136,110 | 6,044 | 1.8% | 1.74% | 303 | +3,497 | 2.64% | Q4 2025 | Feb 06, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 126,920 | 5,962 | 3.81% | 3.59% | 304 | -7,607 | -5.65% | Q4 2025 | Feb 11, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 133,947 | 5,948 | 3.54% | 3.55% | 305 | -4 | -0.0% | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 133,833 | 5,943 | 0.0% | 0.0% | 306 | +33,367 | 33.21% | Q4 2025 | Feb 17, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 131,805 | 5,853 | 5.16% | — | 307 | +131,805 | New | Q4 2025 | Jan 07, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 131,436 | 5,837 | 0.28% | 0.27% | 308 | -57 | -0.04% | Q4 2025 | Jan 20, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 122,811 | 5,827 | 3.36% | 1.61% | 309 | +7,979 | 6.95% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 130,451 | 5,793 | 0.91% | 0.92% | 310 | -1,080 | -0.82% | Q4 2025 | Feb 11, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 129,924 | 5,769 | 0.94% | 0.96% | 311 | +1,515 | 1.18% | Q4 2025 | Feb 11, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 127,823 | 5,700 | 0.77% | 0.67% | 312 | -732 | -0.57% | Q4 2025 | Feb 11, 2026 |
| Benchmark Financial, LLC | History | New | 128,153 | 5,691 | 5.67% | — | 314 | +128,153 | New | Q4 2025 | Jan 27, 2026 |
| Capital Analysts, LLC | History | Added to | 128,150 | 5,691 | 0.17% | 0.14% | 313 | +16,372 | 14.65% | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 127,505 | 5,662 | 0.03% | 0.04% | 315 | -10,876 | -7.86% | Q4 2025 | Feb 17, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 127,390 | 5,657 | 1.53% | 1.64% | 316 | -2,487 | -1.91% | Q4 2025 | Feb 09, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 124,122 | 5,512 | 1.75% | 1.75% | 317 | -465 | -0.37% | Q4 2025 | Feb 03, 2026 |
| Montis Financial, LLC | History | Reduced | 124,064 | 5,509 | 1.09% | 1.26% | 318 | -4,038 | -3.15% | Q4 2025 | Feb 11, 2026 |
| Valpey Financial Services, LLC | History | Added to | 124,004 | 5,507 | 3.52% | 3.46% | 319 | +342 | 0.28% | Q4 2025 | Mar 04, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 122,651 | 5,446 | 1.32% | 1.07% | 320 | +28,383 | 30.11% | Q4 2025 | Feb 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 122,357 | 5,433 | 0.0% | 0.0% | 321 | +31,775 | 35.08% | Q4 2025 | Feb 17, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 121,596 | 5,400 | 3.87% | 4.78% | 322 | -14,033 | -10.35% | Q4 2025 | Feb 10, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 121,246 | 5,384 | 0.65% | 0.67% | 323 | -3,397 | -2.73% | Q4 2025 | Jan 08, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 118,770 | 5,274 | 0.32% | 0.32% | 324 | +1,177 | 1.0% | Q4 2025 | Feb 12, 2026 |
| Breachway Investments LLC | History | New | 116,503 | 5,173 | 5.46% | — | 325 | +116,503 | New | Q4 2025 | Jan 27, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 116,092 | 5,155 | 2.04% | 2.17% | 326 | +2,195 | 1.93% | Q4 2025 | Feb 02, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 115,654 | 5,136 | 2.61% | 2.51% | 327 | +3,950 | 3.54% | Q4 2025 | Jan 14, 2026 |
| Advisor OS, LLC | History | Added to | 115,604 | 5,133 | 0.41% | 0.3% | 328 | +34,022 | 41.7% | Q4 2025 | Feb 04, 2026 |
| Towercrest Capital Management | History | Reduced | 115,195 | 5,115 | 0.81% | 0.81% | 329 | -3,051 | -2.58% | Q4 2025 | Jan 21, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 114,648 | 5,091 | 1.18% | 0.95% | 330 | -1,325 | -1.14% | Q4 2025 | Feb 17, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 114,104 | 5,067 | 0.47% | 0.46% | 331 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Brown Financial Advisors | History | Reduced | 113,902 | 5,058 | 1.85% | 1.81% | 332 | -764 | -0.67% | Q4 2025 | Feb 17, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 113,458 | 5,038 | 0.8% | 0.77% | 333 | +11,028 | 10.77% | Q4 2025 | Jan 23, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 112,330 | 4,988 | 1.51% | 1.45% | 334 | -2,247 | -1.96% | Q4 2025 | Feb 06, 2026 |
| NWAM LLC | History | Added to | 109,308 | 4,978 | 0.28% | 0.25% | 335 | +3,884 | 3.68% | Q4 2025 | Feb 04, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 111,994 | 4,973 | 1.34% | 0.8% | 336 | +67,481 | 151.6% | Q4 2025 | Feb 09, 2026 |
| CHOREO, LLC | History | Reduced | 110,899 | 4,946 | 0.06% | 0.07% | 337 | -6,568 | -5.59% | Q4 2025 | Jan 23, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 110,456 | 4,905 | 3.09% | 2.54% | 338 | +16,036 | 16.98% | Q4 2025 | Jan 14, 2026 |
| Hirtle Callaghan & Co LLC | History | Reduced | 110,407 | 4,903 | 0.17% | 0.17% | 339 | -2,992 | -2.64% | Q4 2025 | Feb 04, 2026 |
| Ervin Investment Management, LLC | History | Added to | 109,553 | 4,865 | 2.73% | 2.62% | 340 | +2,767 | 2.59% | Q4 2025 | Jan 23, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 109,326 | 4,855 | 2.82% | 2.78% | 341 | -749 | -0.68% | Q4 2025 | Jan 27, 2026 |
| JANE STREET GROUP, LLC | History | New | 108,156 | 4,803 | 0.0% | — | 342 | +108,156 | New | Q4 2025 | Feb 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 107,290 | 4,764 | 0.21% | 0.19% | 343 | +12,605 | 13.31% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 105,562 | 4,708 | 0.18% | 0.27% | 344 | +4,585 | 4.54% | Q4 2025 | Feb 13, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 105,611 | 4,690 | 0.52% | 0.47% | 345 | +14,736 | 16.22% | Q4 2025 | Feb 12, 2026 |
| Heritage Trust Co | History | Reduced | 104,933 | 4,660 | 0.47% | 0.5% | 346 | -4,686 | -4.27% | Q4 2025 | Feb 10, 2026 |
| DeDora Capital, Inc. | History | No change | 104,837 | 4,655 | 1.1% | 1.08% | 347 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Vista Cima Wealth Management LLC | History | Added to | 104,427 | 4,637 | 3.87% | 3.65% | 348 | +1,963 | 1.92% | Q4 2025 | Feb 11, 2026 |
| Balefire, LLC | History | Added to | 103,155 | 4,581 | 0.89% | 0.7% | 349 | +20,827 | 25.3% | Q4 2025 | Jan 12, 2026 |
| Aspetuck Financial Management LLC | History | Added to | 103,080 | 4,577 | 3.07% | 2.96% | 350 | +1,949 | 1.93% | Q4 2025 | Feb 11, 2026 |
| Trilogy Capital Inc. | History | Added to | 102,750 | 4,563 | 0.2% | 0.19% | 351 | +7,450 | 7.82% | Q4 2025 | Jan 22, 2026 |
| Summit Financial, LLC | History | Reduced | 102,495 | 4,551 | 0.07% | 0.07% | 352 | -3,629 | -3.42% | Q4 2025 | Feb 13, 2026 |
| SYM FINANCIAL Corp | History | Added to | 101,889 | 4,524 | 0.46% | 0.32% | 353 | +32,736 | 47.34% | Q4 2025 | Feb 13, 2026 |
| rebel Financial LLC | History | New | 101,204 | 4,494 | 1.92% | — | 354 | +101,204 | New | Q4 2025 | Mar 27, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 100,918 | 4,481 | 3.89% | 4.09% | 355 | -15,103 | -13.02% | Q4 2025 | Feb 05, 2026 |
| Norway Savings Bank | History | Added to | 100,527 | 4,464 | 2.06% | 2.06% | 356 | +785 | 0.79% | Q4 2025 | Jan 08, 2026 |
| Keener Financial Planning LLC | History | Reduced | 100,463 | 4,461 | 1.93% | 2.06% | 357 | -3,533 | -3.4% | Q4 2025 | Jan 23, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 99,594 | 4,422 | 0.32% | 0.33% | 358 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 98,175 | 4,359 | 0.52% | 0.51% | 359 | +5,832 | 6.32% | Q4 2025 | Jan 26, 2026 |
| Oxinas Partners, LLC | History | Added to | 98,115 | 4,357 | 2.1% | 2.18% | 360 | +3,106 | 3.27% | Q4 2025 | Jan 26, 2026 |
| PAX Financial Group, LLC | History | Reduced | 97,762 | 4,341 | 0.75% | 0.83% | 361 | -9,301 | -8.69% | Q4 2025 | Feb 05, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 95,651 | 4,247 | 1.22% | 1.25% | 362 | +433 | 0.45% | Q4 2025 | Feb 10, 2026 |
| Opes Wealth Management LLC | History | Added to | 94,862 | 4,212 | 0.69% | 0.69% | 363 | +1,558 | 1.67% | Q4 2025 | Feb 02, 2026 |
| Financial Insights, Inc. | History | Reduced | 93,872 | 4,168 | 1.4% | 1.33% | 364 | -258 | -0.27% | Q4 2025 | Mar 31, 2026 |
| NOVUS ADVISORS, LLC | History | Added to | 93,095 | 4,134 | 9.24% | 7.61% | 365 | +15,659 | 20.22% | Q4 2025 | Feb 13, 2026 |
| Range Financial Group LLC | History | Added to | 92,721 | 4,117 | 1.42% | 1.33% | 366 | +6,614 | 7.68% | Q4 2025 | Jan 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 92,195 | 4,094 | 0.44% | 0.47% | 367 | -5,118 | -5.26% | Q4 2025 | Jan 23, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 91,925 | 4,082 | 1.32% | 2.1% | 369 | +12,745 | 16.1% | Q4 2025 | Jan 22, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 91,932 | 4,082 | 1.62% | 1.62% | 368 | -758 | -0.82% | Q4 2025 | Jan 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 91,498 | 4,063 | 0.01% | 0.01% | 370 | +3,429 | 3.89% | Q4 2025 | Feb 17, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 90,103 | 4,001 | 1.16% | 1.14% | 371 | +1,190 | 1.34% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 89,745 | 3,985 | 0.13% | 0.15% | 372 | -7,793 | -7.99% | Q4 2025 | Feb 06, 2026 |
| Global Endowment Management, LP | History | Added to | 89,674 | 3,983 | 0.5% | 0.46% | 373 | +4,408 | 5.17% | Q4 2025 | Feb 13, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 88,646 | 3,982 | 1.54% | 1.37% | 374 | +9,525 | 12.04% | Q4 2025 | Feb 03, 2026 |
| EP Wealth Advisors, LLC | History | New | 89,337 | 3,967 | 0.02% | — | 375 | +89,337 | New | Q4 2025 | Feb 18, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 87,991 | 3,907 | 0.61% | 0.71% | 376 | -3,027 | -3.33% | Q4 2025 | Feb 03, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 87,773 | 3,898 | 0.13% | 0.13% | 377 | -2,288 | -2.54% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 87,595 | 3,890 | 0.17% | 0.49% | 378 | -256,886 | -74.57% | Q4 2025 | Feb 17, 2026 |
| Alliance Wealth Management Group | History | Reduced | 87,291 | 3,876 | 0.85% | 0.86% | 379 | -3,345 | -3.69% | Q4 2025 | Jan 21, 2026 |
| YANKCOM Partnership | History | No change | 86,755 | 3,852 | 1.64% | 1.67% | 380 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Steele Capital Management, Inc. | History | Added to | 86,196 | 3,827 | 0.16% | 0.16% | 381 | +348 | 0.41% | Q4 2025 | Jan 27, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 85,590 | 3,801 | 0.24% | 0.26% | 382 | -5,695 | -6.24% | Q4 2025 | Feb 03, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 85,281 | 3,787 | 2.95% | — | 383 | +85,281 | New | Q4 2025 | Feb 06, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 84,361 | 3,746 | 0.24% | 0.24% | 384 | +155 | 0.18% | Q4 2025 | Jan 23, 2026 |
| Legacy Wealth Partners, LLC | History | New | 83,725 | 3,718 | 0.96% | — | 385 | +83,725 | New | Q4 2025 | Feb 17, 2026 |
| Cooksen Wealth, LLC | History | Reduced | 81,950 | 3,639 | 2.66% | 2.62% | 386 | -209 | -0.25% | Q4 2025 | Jan 20, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 81,859 | 3,635 | 0.98% | 0.97% | 387 | +899 | 1.11% | Q4 2025 | Jan 13, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 81,848 | 3,634 | 0.4% | 0.37% | 388 | +4,783 | 6.21% | Q4 2025 | Feb 03, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 81,656 | 3,626 | 0.14% | 0.12% | 389 | +7,044 | 9.44% | Q4 2025 | Feb 17, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 81,222 | 3,607 | 0.18% | 0.18% | 390 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 80,371 | 3,569 | 0.31% | 0.33% | 391 | -6,947 | -7.96% | Q4 2025 | Jan 26, 2026 |
| BROWN ADVISORY INC | History | Added to | 79,860 | 3,546 | 0.0% | 0.0% | 392 | +24,238 | 43.58% | Q4 2025 | Feb 13, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 79,792 | 3,543 | 0.19% | 0.21% | 393 | -6,407 | -7.43% | Q4 2025 | Feb 04, 2026 |
| OPTIMA CAPITAL LLC | History | New | 79,184 | 3,516 | 1.52% | — | 394 | +79,184 | New | Q4 2025 | Jan 23, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Added to | 77,866 | 3,498 | 4.52% | 4.16% | 396 | +13,910 | 21.75% | Q4 2025 | Jan 07, 2026 |
| G&S Capital LLC | History | Added to | 78,785 | 3,498 | 1.24% | 1.18% | 395 | +4,046 | 5.41% | Q4 2025 | Jan 28, 2026 |
| NBT BANK N A /NY | History | Reduced | 78,186 | 3,488 | 0.23% | 0.22% | 397 | -414 | -0.53% | Q4 2025 | Jan 23, 2026 |
| Global Financial Private Client, LLC | History | Added to | 78,099 | 3,468 | 1.22% | 0.92% | 398 | +17,676 | 29.25% | Q4 2025 | Jan 27, 2026 |
| SOL Capital Management CO | History | Added to | 77,850 | 3,457 | 0.31% | 0.27% | 399 | +6,308 | 8.82% | Q4 2025 | Jan 30, 2026 |
| Paladin Wealth, LLC | History | Added to | 77,833 | 3,456 | 2.36% | 2.05% | 400 | +11,725 | 17.74% | Q4 2025 | Jan 15, 2026 |
| Quent Capital, LLC | History | Added to | 77,757 | 3,453 | 0.25% | 0.28% | 401 | +679 | 0.88% | Q4 2025 | Jan 29, 2026 |
| Downshift Financial, LLC | History | New | 73,221 | 3,427 | 2.11% | — | 402 | +73,221 | New | Q4 2025 | Mar 11, 2026 |
| Idaho Trust Co | History | Reduced | 77,042 | 3,420 | 1.13% | 1.26% | 403 | -10,348 | -11.84% | Q4 2025 | Feb 05, 2026 |
| Equita Financial Network, Inc. | History | Added to | 76,798 | 3,410 | 1.03% | 1.11% | 404 | +28 | 0.04% | Q4 2025 | Jan 29, 2026 |
| American Investment Services, Inc. | History | Reduced | 76,172 | 3,382 | 0.78% | 0.82% | 405 | -3,956 | -4.94% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 76,151 | 3,381 | 0.04% | 0.04% | 406 | +18,369 | 31.79% | Q4 2025 | Jan 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 75,868 | 3,369 | 0.08% | 0.08% | 407 | +6,428 | 9.26% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Reduced | 75,465 | 3,351 | 0.06% | 0.06% | 408 | -5,318 | -6.58% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | Added to | 75,207 | 3,339 | 0.05% | 0.02% | 409 | +57,060 | 314.43% | Q4 2025 | Mar 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 74,507 | 3,308 | 0.01% | 0.01% | 410 | +6,799 | 10.04% | Q4 2025 | Feb 17, 2026 |
| Virtue Capital Management, LLC | History | Added to | 73,092 | 3,284 | 0.51% | 0.27% | 411 | +52,145 | 248.94% | Q4 2025 | Feb 18, 2026 |
| SkyOak Wealth, LLC | History | Added to | 73,878 | 3,280 | 0.59% | 0.6% | 412 | +85 | 0.12% | Q4 2025 | Feb 05, 2026 |
| One Capital Management, LLC | History | Added to | 73,176 | 3,249 | 0.1% | 0.08% | 413 | +16,550 | 29.23% | Q4 2025 | Feb 10, 2026 |
| 21 West Wealth Management LLC | History | Added to | 73,021 | 3,242 | 2.96% | 2.94% | 414 | +568 | 0.78% | Q4 2025 | Jan 13, 2026 |
| WLTH Capital Management, LLC | History | New | 65,443 | 3,194 | 2.47% | — | 415 | +65,443 | New | Q4 2025 | Feb 24, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 71,619 | 3,180 | 1.05% | 0.97% | 416 | +6,860 | 10.59% | Q4 2025 | Feb 17, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 71,467 | 3,173 | 0.5% | 0.6% | 417 | -13,141 | -15.53% | Q4 2025 | Jan 14, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Reduced | 70,878 | 3,147 | 2.05% | 2.02% | 418 | -713 | -1.0% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 70,602 | 3,135 | 0.04% | 0.04% | 419 | -2,486 | -3.4% | Q4 2025 | Jan 21, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 69,571 | 3,089 | 0.05% | 0.04% | 420 | +6,512 | 10.33% | Q4 2025 | Feb 17, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 69,162 | 3,071 | 0.72% | 0.76% | 421 | -4,990 | -6.73% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 68,553 | 3,044 | 0.03% | 0.03% | 422 | -8,137 | -10.61% | Q4 2025 | Feb 13, 2026 |
| NORDEN GROUP LLC | History | Reduced | 68,479 | 3,041 | 0.3% | 0.3% | 423 | -881 | -1.27% | Q4 2025 | Jan 13, 2026 |
| Life Planning Partners, Inc | History | Reduced | 68,210 | 3,029 | 2.32% | 2.7% | 424 | -18,226 | -21.09% | Q4 2025 | Jan 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 68,092 | 3,023 | 0.0% | 0.0% | 425 | +9,088 | 15.4% | Q4 2025 | Feb 06, 2026 |
| Carroll Advisory Group, LLC | History | New | 67,095 | 2,979 | 1.29% | — | 426 | +67,095 | New | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 66,518 | 2,954 | 0.1% | 0.08% | 427 | +23,653 | 55.18% | Q4 2025 | Jan 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 65,961 | 2,929 | 0.17% | 0.17% | 428 | -853 | -1.28% | Q4 2025 | Jan 14, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 65,692 | 2,917 | 0.83% | 0.69% | 429 | +10,308 | 18.61% | Q4 2025 | Feb 05, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 64,288 | 2,855 | 1.07% | 1.08% | 430 | -1,560 | -2.37% | Q4 2025 | Jan 23, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 63,640 | 2,826 | 1.04% | 0.94% | 431 | +5,324 | 9.13% | Q4 2025 | Jan 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 63,037 | 2,799 | 0.12% | 0.14% | 432 | -8,732 | -12.17% | Q4 2025 | Jan 29, 2026 |
| Ascent Group, LLC | History | Added to | 62,576 | 2,779 | 0.1% | 0.08% | 433 | +8,188 | 15.05% | Q4 2025 | Jan 20, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 62,273 | 2,765 | 1.7% | 1.64% | 434 | +1,700 | 2.81% | Q4 2025 | Feb 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 61,827 | 2,745 | 0.1% | 0.1% | 435 | +1,765 | 2.94% | Q4 2025 | Jan 21, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 61,678 | 2,739 | 0.37% | 0.37% | 436 | -459 | -0.74% | Q4 2025 | Feb 13, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 61,070 | 2,712 | 0.55% | 0.57% | 437 | -50 | -0.08% | Q4 2025 | Jan 23, 2026 |
| Baron Financial Group, LLC | History | Reduced | 60,898 | 2,704 | 1.45% | 1.44% | 438 | -670 | -1.09% | Q4 2025 | Jan 09, 2026 |
| Sharkey, Howes & Javer | History | Added to | 60,748 | 2,697 | 0.34% | 0.11% | 439 | +41,477 | 215.23% | Q4 2025 | Jan 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 58,053 | 2,679 | 0.18% | 0.21% | 440 | -5,703 | -8.95% | Q4 2025 | Feb 13, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 60,295 | 2,677 | 1.27% | 0.52% | 441 | +11,681 | 24.03% | Q4 2025 | Feb 06, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 60,080 | 2,668 | 0.05% | 0.08% | 442 | -40,237 | -40.11% | Q4 2025 | Feb 17, 2026 |
| FF Advisors,LLC | History | Reduced | 59,813 | 2,656 | 1.18% | 1.23% | 443 | -315 | -0.52% | Q4 2025 | Feb 13, 2026 |
| Breakwater Investment Management | History | Reduced | 59,773 | 2,654 | 0.96% | 0.95% | 444 | -139 | -0.23% | Q4 2025 | Feb 02, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 59,481 | 2,641 | 1.01% | 1.04% | 445 | -1,664 | -2.72% | Q4 2025 | Feb 05, 2026 |
| Compound Planning, Inc. | History | Added to | 58,785 | 2,610 | 0.08% | 0.08% | 446 | +131 | 0.22% | Q4 2025 | Feb 19, 2026 |
| Chicago Capital, LLC | History | Added to | 58,000 | 2,575 | 0.06% | 0.02% | 447 | +38,000 | 190.0% | Q4 2025 | Jan 26, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 57,846 | 2,568 | 0.77% | 0.79% | 448 | -348 | -0.6% | Q4 2025 | Jan 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 57,563 | 2,556 | 0.23% | 0.25% | 449 | -5 | -0.01% | Q4 2025 | Jan 30, 2026 |
| Livet Wealth, LLC | History | New | 56,930 | 2,528 | 1.56% | — | 450 | +56,930 | New | Q4 2025 | Feb 13, 2026 |
| Opus Capital Group, LLC | History | Reduced | 56,649 | 2,516 | 0.27% | 0.27% | 451 | -132 | -0.23% | Q4 2025 | Jan 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 55,756 | 2,476 | 0.01% | 0.0% | 452 | +26,117 | 88.12% | Q4 2025 | Feb 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 55,118 | 2,447 | 0.01% | 0.01% | 453 | +10,176 | 22.64% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 54,891 | 2,437 | 0.04% | 0.01% | 454 | +35,434 | 182.11% | Q4 2025 | Feb 12, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 53,724 | 2,385 | 0.19% | 0.19% | 455 | -64 | -0.12% | Q4 2025 | Feb 17, 2026 |
| United Asset Strategies, Inc. | History | Reduced | 53,688 | 2,384 | 0.18% | 0.18% | 456 | -59 | -0.11% | Q4 2025 | Jan 28, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 53,547 | 2,378 | 0.13% | 0.13% | 457 | +849 | 1.61% | Q4 2025 | Jan 20, 2026 |
| Financial Connections Group, Inc. | History | Added to | 53,169 | 2,361 | 0.81% | 0.88% | 458 | +236 | 0.45% | Q4 2025 | Jan 23, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 53,147 | 2,360 | 0.19% | 0.12% | 459 | +20,988 | 65.26% | Q4 2025 | Jan 23, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 53,117 | 2,358 | 0.51% | 0.66% | 460 | -12,960 | -19.61% | Q4 2025 | Feb 02, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 52,544 | 2,333 | 0.22% | 0.23% | 461 | -991 | -1.85% | Q4 2025 | Feb 04, 2026 |
| Andrews Advisory Associates, LLC | History | New | 52,127 | 2,314 | 1.23% | — | 462 | +52,127 | New | Q4 2025 | Feb 18, 2026 |
| NewEdge Wealth, LLC | History | Added to | 52,036 | 2,310 | 0.03% | 0.03% | 463 | +9 | 0.02% | Q4 2025 | Feb 03, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 51,595 | 2,291 | 1.05% | 1.11% | 464 | -664 | -1.27% | Q4 2025 | Feb 04, 2026 |
| Gainplan LLC | History | Added to | 51,199 | 2,273 | 0.85% | 0.91% | 465 | +977 | 1.95% | Q4 2025 | Jan 23, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 51,173 | 2,272 | 0.7% | 0.72% | 466 | -210 | -0.41% | Q4 2025 | Feb 05, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 50,591 | 2,246 | 4.31% | 2.04% | 467 | +12,681 | 33.45% | Q4 2025 | Jan 21, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 49,852 | 2,213 | 2.31% | 2.23% | 468 | +2,194 | 4.6% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Added to | 49,487 | 2,205 | 0.1% | 0.09% | 469 | +843 | 1.73% | Q4 2025 | Feb 12, 2026 |
| Wedmont Private Capital | History | Added to | 48,358 | 2,197 | 0.08% | 0.07% | 470 | +5,495 | 12.82% | Q4 2025 | Jan 08, 2026 |
| Bell Bank | History | Added to | 49,351 | 2,191 | 0.09% | 0.06% | 471 | +19,033 | 62.78% | Q4 2025 | Jan 14, 2026 |
| Zhang Financial LLC | History | Reduced | 49,049 | 2,178 | 0.08% | 0.09% | 472 | -478 | -0.97% | Q4 2025 | Feb 10, 2026 |
| ACT Advisors, LLC. | History | Reduced | 48,922 | 2,172 | 0.86% | 0.87% | 473 | -1,348 | -2.68% | Q4 2025 | Jan 14, 2026 |
| Worth Financial Advisory Group, LLC | History | Added to | 48,642 | 2,160 | 1.05% | 1.14% | 474 | +1,264 | 2.67% | Q4 2025 | Jan 16, 2026 |
| Sherman Asset Management, Inc. | History | Reduced | 48,370 | 2,148 | 1.82% | 1.84% | 475 | -1,391 | -2.8% | Q4 2025 | Feb 05, 2026 |
| Maridea Wealth Management LLC | History | Added to | 48,309 | 2,145 | 0.32% | 0.31% | 476 | +2,241 | 4.86% | Q4 2025 | Jan 08, 2026 |
| Private Wealth Group, LLC | History | Added to | 47,908 | 2,127 | 1.02% | 1.0% | 477 | +993 | 2.12% | Q4 2025 | Jan 12, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 47,441 | 2,106 | 0.11% | 0.11% | 478 | +1,990 | 4.38% | Q4 2025 | Mar 04, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 47,365 | 2,103 | 0.47% | 0.41% | 479 | +7,967 | 20.22% | Q4 2025 | Jan 09, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 47,329 | 2,101 | 0.74% | 0.82% | 480 | -7,069 | -12.99% | Q4 2025 | Feb 10, 2026 |
| Sage Mountain Advisors LLC | History | No change | 47,171 | 2,094 | 0.11% | 0.12% | 481 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 47,100 | 2,091 | 0.01% | 0.01% | 482 | +5,448 | 13.08% | Q4 2025 | Feb 11, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 46,648 | 2,071 | 0.47% | 0.41% | 483 | +8,327 | 21.73% | Q4 2025 | Feb 11, 2026 |
| Apeiron RIA LLC | History | Added to | 43,782 | 2,063 | 0.42% | 0.4% | 484 | +2,564 | 6.22% | Q4 2025 | Feb 03, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 46,192 | 2,051 | 1.41% | 1.4% | 485 | -110 | -0.24% | Q4 2025 | Jan 22, 2026 |
| Stablepoint Partners, LLC | History | Added to | 45,768 | 2,032 | 0.32% | 0.3% | 486 | +1,484 | 3.35% | Q4 2025 | Jan 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 45,743 | 2,031 | 0.11% | 0.09% | 487 | +10,111 | 28.38% | Q4 2025 | Feb 04, 2026 |
| Caitlin John, LLC | History | Reduced | 45,070 | 2,001 | 1.31% | 1.69% | 488 | -11,649 | -20.54% | Q4 2025 | Feb 18, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 45,020 | 1,999 | 0.27% | 0.25% | 489 | +1,625 | 3.74% | Q4 2025 | Feb 17, 2026 |
| Gambit Capital Management, LLC | History | New | 44,545 | 1,978 | 1.41% | — | 490 | +44,545 | New | Q4 2025 | Feb 06, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 44,481 | 1,975 | 0.52% | 0.52% | 491 | +3,863 | 9.51% | Q4 2025 | Jan 27, 2026 |
| Legacy Private Trust Co. | History | Reduced | 44,468 | 1,974 | 0.12% | 0.11% | 492 | -619 | -1.37% | Q4 2025 | Jan 08, 2026 |
| IRON Financial LLC | History | Reduced | 43,972 | 1,952 | 0.9% | 0.94% | 493 | -2,081 | -4.52% | Q4 2025 | Jan 22, 2026 |
| SNS Financial Group, LLC | History | No change | 43,537 | 1,933 | 0.17% | 0.16% | 494 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 42,890 | 1,904 | 0.01% | 0.0% | 495 | +6,368 | 17.44% | Q4 2025 | Feb 02, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 42,079 | 1,868 | 0.03% | 0.03% | 496 | +428 | 1.03% | Q4 2025 | Jan 22, 2026 |
| MCF Advisors LLC | History | Reduced | 41,315 | 1,834 | 0.1% | 0.11% | 497 | -186 | -0.45% | Q4 2025 | Feb 11, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 41,235 | 1,831 | 0.42% | 0.4% | 498 | +899 | 2.23% | Q4 2025 | Jan 16, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 40,987 | 1,820 | 0.75% | 0.7% | 499 | +1,938 | 4.96% | Q4 2025 | Jan 12, 2026 |
| Krilogy Financial LLC | History | Added to | 38,279 | 1,796 | 0.06% | 0.06% | 500 | +207 | 0.54% | Q4 2025 | Jan 27, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 40,396 | 1,793 | 0.11% | 0.12% | 501 | -3,738 | -8.47% | Q4 2025 | Feb 18, 2026 |
| Enclave Advisors LLC | History | Added to | 40,068 | 1,779 | 0.25% | 0.2% | 502 | +8,870 | 28.43% | Q4 2025 | Jan 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 40,045 | 1,778 | 0.1% | 0.13% | 503 | -16,717 | -29.45% | Q4 2025 | Feb 06, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 39,756 | 1,765 | 1.42% | — | 504 | +39,756 | New | Q4 2025 | Feb 17, 2026 |
| Clarkston Capital Partners, LLC | History | No change | 39,500 | 1,754 | 0.04% | 0.04% | 505 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 39,263 | 1,743 | 0.19% | 0.39% | 506 | -41,497 | -51.38% | Q4 2025 | Jan 28, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 39,094 | 1,736 | 0.01% | 0.01% | 507 | +2,137 | 5.78% | Q4 2025 | Feb 12, 2026 |
| Bill Few Associates, Inc. | History | Added to | 38,801 | 1,723 | 0.42% | 0.4% | 508 | +2,558 | 7.06% | Q4 2025 | Jan 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 37,480 | 1,664 | 0.03% | 0.03% | 509 | +16,139 | 75.62% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 37,459 | 1,663 | 0.0% | 0.0% | 510 | +1,107 | 3.05% | Q4 2025 | Feb 13, 2026 |
| Fullerton Advisors, LLC | History | New | 37,418 | 1,661 | 1.66% | — | 511 | +37,418 | New | Q4 2025 | Feb 02, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 37,020 | 1,644 | 0.88% | 0.91% | 512 | -1,790 | -4.61% | Q4 2025 | Feb 24, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 36,713 | 1,630 | 0.49% | 0.52% | 513 | +17,904 | 95.19% | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 36,631 | 1,626 | 0.02% | 0.02% | 514 | -382 | -1.03% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 36,480 | 1,620 | 0.76% | 0.7% | 515 | +1,007 | 2.84% | Q4 2025 | Jan 14, 2026 |
| Vericrest Private Wealth | History | New | 36,372 | 1,615 | 1.44% | — | 516 | +36,372 | New | Q4 2025 | Mar 12, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 36,004 | 1,598 | 0.7% | 0.68% | 517 | +1,599 | 4.65% | Q4 2025 | Jan 29, 2026 |
| Blue Capital, Inc. | History | Reduced | 35,954 | 1,596 | 1.14% | 1.2% | 518 | -1,724 | -4.58% | Q4 2025 | Feb 23, 2026 |
| Detalus Advisors, LLC | History | Added to | 35,615 | 1,581 | 0.39% | 0.32% | 520 | +6,740 | 23.34% | Q4 2025 | Feb 03, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 35,611 | 1,581 | 0.52% | 0.53% | 519 | -234 | -0.65% | Q4 2025 | Feb 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 35,377 | 1,571 | 0.0% | 0.0% | 521 | +2,002 | 6.0% | Q4 2025 | Feb 17, 2026 |
| True North Advisors, LLC | History | New | 35,286 | 1,567 | 0.2% | — | 522 | +35,286 | New | Q4 2025 | Jan 22, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | New | 35,138 | 1,560 | 0.04% | — | 523 | +35,138 | New | Q4 2025 | Feb 13, 2026 |
| Laurel Wealth Planning LLC | History | Reduced | 35,020 | 1,555 | 0.86% | 0.83% | 524 | -1,626 | -4.44% | Q4 2025 | Jan 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 34,914 | 1,550 | 0.05% | 0.06% | 525 | -3,709 | -9.6% | Q4 2025 | Feb 13, 2026 |
| Eagle Strategies LLC | History | Reduced | 34,913 | 1,550 | 0.2% | 0.2% | 526 | -720 | -2.02% | Q4 2025 | Jan 23, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 34,868 | 1,548 | 0.05% | 0.06% | 527 | -764 | -2.14% | Q4 2025 | Feb 04, 2026 |
| BALLAST ADVISORS LLC | History | Reduced | 34,840 | 1,547 | 0.43% | 0.42% | 528 | -714 | -2.01% | Q4 2025 | Feb 03, 2026 |
| WealthPoint Financial, LLC | History | New | 34,533 | 1,533 | 1.33% | — | 529 | +34,533 | New | Q4 2025 | Feb 19, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 34,508 | 1,532 | 0.17% | 0.21% | 530 | -6,632 | -16.12% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 34,417 | 1,528 | 0.0% | 0.0% | 531 | +33,199 | 2725.7% | Q4 2025 | Feb 17, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 33,970 | 1,508 | 0.08% | 0.09% | 532 | -3,566 | -9.5% | Q4 2025 | Jan 29, 2026 |
| Black Diamond Financial, LLC | History | Added to | 33,872 | 1,504 | 0.16% | 0.15% | 533 | +2,531 | 8.08% | Q4 2025 | Feb 03, 2026 |
| Realta Investment Advisors | History | Added to | 33,702 | 1,496 | 0.49% | 0.45% | 534 | +2,214 | 7.03% | Q4 2025 | Jan 20, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 33,639 | 1,493 | 0.11% | 0.06% | 535 | +14,262 | 73.6% | Q4 2025 | Jan 14, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 33,256 | 1,476 | 0.77% | 0.66% | 537 | +5,659 | 20.51% | Q4 2025 | Jan 29, 2026 |
| FreeGulliver LLC | History | Reduced | 33,256 | 1,476 | 0.54% | 0.64% | 536 | -404 | -1.2% | Q4 2025 | Feb 12, 2026 |
| TKG Advisors, LLC | History | Reduced | 33,170 | 1,473 | 0.59% | 0.61% | 538 | -318 | -0.95% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 33,040 | 1,467 | 0.65% | 1.43% | 539 | -43,493 | -56.83% | Q4 2025 | Feb 17, 2026 |
| DRAVO BAY LLC | History | Reduced | 33,053 | 1,467 | 0.61% | 0.63% | 540 | -94 | -0.28% | Q4 2025 | Jan 27, 2026 |
| Legacy Edge Advisors, LLC | History | New | 32,613 | 1,448 | 0.16% | — | 541 | +32,613 | New | Q4 2025 | Feb 02, 2026 |
| Altrius Capital Management Inc | History | Added to | 32,179 | 1,429 | 0.3% | 0.3% | 542 | +1,497 | 4.88% | Q4 2025 | Feb 02, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 32,148 | 1,427 | 0.14% | 0.19% | 543 | -2,153 | -6.28% | Q4 2025 | Jan 22, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 31,918 | 1,417 | 0.4% | 0.44% | 544 | -1,805 | -5.35% | Q4 2025 | Feb 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 31,896 | 1,416 | 0.21% | 0.21% | 545 | -508 | -1.57% | Q4 2025 | Feb 10, 2026 |
| Balboa Wealth Partners | History | Added to | 31,543 | 1,400 | 0.23% | 0.17% | 547 | +8,890 | 39.24% | Q4 2025 | Jan 16, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 31,535 | 1,400 | 0.33% | 0.32% | 546 | +1,165 | 3.84% | Q4 2025 | Jan 26, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 31,453 | 1,396 | 0.12% | 0.12% | 548 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Peirce Capital Management, LLC | History | No change | 31,302 | 1,390 | 0.55% | 0.56% | 549 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TFB Advisors LLC | History | Added to | 30,630 | 1,360 | 0.38% | 0.38% | 550 | +241 | 0.79% | Q4 2025 | Feb 13, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 30,460 | 1,352 | 0.1% | 0.08% | 551 | +2,216 | 7.85% | Q4 2025 | Feb 03, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 30,419 | 1,350 | 0.09% | 0.09% | 552 | -1,426 | -4.48% | Q4 2025 | Jan 26, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 29,389 | 1,348 | 0.3% | 0.29% | 553 | +1,854 | 6.73% | Q4 2025 | Jan 14, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 30,316 | 1,346 | 0.98% | 1.71% | 554 | -20,822 | -40.72% | Q4 2025 | Jan 21, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 30,292 | 1,345 | 0.49% | 0.44% | 555 | +4,821 | 18.93% | Q4 2025 | Jan 26, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 30,084 | 1,336 | 0.14% | 0.13% | 556 | +1,951 | 6.93% | Q4 2025 | Feb 13, 2026 |
| PCB Capital LLC | History | New | 29,730 | 1,320 | 2.12% | — | 558 | +29,730 | New | Q4 2025 | Apr 09, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 29,731 | 1,320 | 0.05% | 0.06% | 557 | -1,031 | -3.35% | Q4 2025 | Feb 13, 2026 |
| River Street Advisors LLC | History | Added to | 29,471 | 1,308 | 0.49% | 0.46% | 559 | +1,628 | 5.85% | Q4 2025 | Jan 26, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 29,318 | 1,302 | 0.27% | 0.28% | 560 | -764 | -2.54% | Q4 2025 | Jan 26, 2026 |
| Hilltop Holdings Inc. | History | Added to | 28,599 | 1,270 | 0.08% | 0.05% | 561 | +5,039 | 21.39% | Q4 2025 | Feb 17, 2026 |
| LWM Advisory Services, LLC | History | Added to | 28,106 | 1,248 | 0.73% | 0.59% | 562 | +4,537 | 19.25% | Q4 2025 | Feb 12, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 27,878 | 1,238 | 0.35% | 0.35% | 564 | +374 | 1.36% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 27,889 | 1,238 | 0.03% | 0.03% | 563 | +239 | 0.86% | Q4 2025 | Feb 03, 2026 |
| Narus Financial Partners, LLC | History | Added to | 27,824 | 1,235 | 0.34% | 0.32% | 565 | +307 | 1.12% | Q4 2025 | Feb 09, 2026 |
| RED REEF ADVISORS LLC | History | New | 27,808 | 1,234 | 1.26% | — | 566 | +27,808 | New | Q4 2025 | Apr 08, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 27,679 | 1,229 | 0.22% | 0.21% | 567 | -351 | -1.25% | Q4 2025 | Jan 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 27,619 | 1,226 | 0.0% | 0.0% | 568 | +494 | 1.82% | Q4 2025 | Feb 13, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 27,609 | 1,226 | 0.37% | 0.38% | 569 | +477 | 1.76% | Q4 2025 | Jan 26, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 27,558 | 1,223 | 0.34% | 0.33% | 571 | +75 | 0.27% | Q4 2025 | Feb 11, 2026 |
| BANK OF HAWAII | History | No change | 27,549 | 1,223 | 0.06% | 0.06% | 570 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Keystone Financial Group | History | Added to | 27,274 | 1,211 | 0.09% | 0.09% | 572 | +663 | 2.49% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 27,156 | 1,205 | 0.04% | 0.04% | 573 | +275 | 1.02% | Q4 2025 | Jan 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 26,923 | 1,195 | 0.02% | 0.02% | 574 | -321 | -1.18% | Q4 2025 | Feb 09, 2026 |
| MGB Wealth Management, LLC | History | Added to | 26,865 | 1,193 | 0.34% | 0.3% | 575 | +1,915 | 7.68% | Q4 2025 | Feb 17, 2026 |
| Tannin Capital LLC | History | New | 26,718 | 1,186 | 1.06% | — | 576 | +26,718 | New | Q4 2025 | Feb 17, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 26,615 | 1,181 | 0.76% | 0.78% | 577 | +15 | 0.06% | Q4 2025 | Feb 10, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 26,098 | 1,159 | 0.22% | 0.28% | 578 | -7,207 | -21.64% | Q4 2025 | Feb 06, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 24,405 | 1,145 | 0.19% | 0.17% | 579 | +1,981 | 8.83% | Q4 2025 | Feb 06, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 25,319 | 1,137 | 0.33% | 0.34% | 580 | +762 | 3.1% | Q4 2025 | Jan 06, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 25,517 | 1,133 | 0.11% | — | 581 | +25,517 | New | Q4 2025 | Feb 11, 2026 |
| M&T BANK CORP | History | Reduced | 25,412 | 1,128 | 0.0% | 0.0% | 582 | -2,858 | -10.11% | Q4 2025 | Jan 30, 2026 |
| FWG Investments, LLC. | History | Reduced | 25,336 | 1,125 | 0.72% | 0.75% | 583 | -210 | -0.82% | Q4 2025 | Jan 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 25,088 | 1,114 | 0.03% | 0.03% | 584 | +1,603 | 6.83% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 24,904 | 1,105 | 0.0% | 0.0% | 585 | -3,069 | -10.97% | Q4 2025 | Feb 12, 2026 |
| BOKF, NA | History | No change | 24,634 | 1,093 | 0.02% | 0.02% | 586 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PFG Advisors | History | Reduced | 24,377 | 1,082 | 0.05% | 0.2% | 587 | -89,171 | -78.53% | Q4 2025 | Jan 27, 2026 |
| IFG Advisors, LLC | History | Added to | 24,327 | 1,080 | 0.18% | 0.17% | 588 | +424 | 1.77% | Q4 2025 | Jan 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 24,268 | 1,077 | 0.02% | 0.02% | 589 | +1,561 | 6.87% | Q4 2025 | Feb 10, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 24,125 | 1,071 | 0.15% | — | 590 | +24,125 | New | Q4 2025 | Feb 20, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 23,854 | 1,059 | 0.02% | 0.02% | 591 | +1,430 | 6.38% | Q4 2025 | Feb 17, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 23,669 | 1,051 | 0.91% | 1.18% | 593 | -9,082 | -27.73% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 23,679 | 1,051 | 0.01% | 0.01% | 592 | +446 | 1.92% | Q4 2025 | Feb 09, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 23,610 | 1,048 | 0.83% | — | 594 | +23,610 | New | Q4 2025 | Feb 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 23,571 | 1,046 | 0.03% | 0.03% | 595 | +835 | 3.67% | Q4 2025 | Jan 30, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 23,377 | 1,038 | 1.09% | 0.79% | 596 | -816 | -3.37% | Q4 2025 | Jan 23, 2026 |
| Key FInancial Inc | History | Added to | 23,137 | 1,027 | 0.19% | 0.18% | 597 | +950 | 4.28% | Q4 2025 | Feb 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 22,936 | 1,018 | 0.01% | 0.01% | 598 | +1,000 | 4.56% | Q4 2025 | Feb 03, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 22,868 | 1,015 | 0.31% | 0.29% | 599 | +1,998 | 9.57% | Q4 2025 | Feb 12, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 22,844 | 1,014 | 0.45% | 0.49% | 600 | -620 | -2.64% | Q4 2025 | Jan 16, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 22,567 | 1,006 | 0.1% | 0.09% | 601 | +1,330 | 6.26% | Q4 2025 | Feb 13, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 22,584 | 1,002 | 0.14% | 0.08% | 602 | +10,250 | 83.1% | Q4 2025 | Jan 26, 2026 |
| Csenge Advisory Group | History | Added to | 22,516 | 999 | 0.05% | 0.04% | 603 | +2,736 | 13.83% | Q4 2025 | Feb 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 22,468 | 997 | 0.05% | 0.05% | 604 | -1,314 | -5.53% | Q4 2025 | Feb 11, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 22,431 | 996 | 0.12% | 0.12% | 605 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 22,332 | 991 | 0.18% | 0.17% | 606 | +1,584 | 7.63% | Q4 2025 | Feb 06, 2026 |
| Bison Wealth, LLC | History | New | 22,301 | 986 | 0.11% | — | 607 | +22,301 | New | Q4 2025 | Mar 24, 2026 |
| WFA of San Diego, LLC | History | Reduced | 22,058 | 979 | 0.72% | 0.65% | 608 | -366 | -1.63% | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | New | 21,822 | 969 | 0.01% | — | 609 | +21,822 | New | Q4 2025 | Feb 17, 2026 |
| Newport Capital Group, LLC | History | Reduced | 21,830 | 969 | 0.59% | 0.59% | 610 | -274 | -1.24% | Q4 2025 | Feb 13, 2026 |
| Balentine LLC | History | Reduced | 21,814 | 968 | 0.04% | 0.04% | 611 | -3,849 | -15.0% | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 21,754 | 966 | 0.03% | 0.04% | 612 | -4,565 | -17.34% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 20,889 | 927 | 0.03% | 0.01% | 614 | +18,426 | 748.11% | Q4 2025 | Feb 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 20,891 | 927 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Destiny Capital Corp/CO | History | No change | 20,843 | 925 | 0.48% | 0.49% | 615 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rock Point Advisors, LLC | History | Added to | 20,798 | 923 | 0.23% | 0.23% | 616 | +700 | 3.48% | Q4 2025 | Feb 04, 2026 |
| Elyxium Wealth, LLC | History | New | 20,768 | 922 | 0.26% | — | 617 | +20,768 | New | Q4 2025 | Feb 05, 2026 |
| Allen Capital Group, LLC | History | Reduced | 20,662 | 917 | 0.08% | 0.08% | 618 | -27 | -0.13% | Q4 2025 | Feb 09, 2026 |
| Leverty Financial Group, LLC | History | No change | 20,634 | 916 | 0.22% | 0.23% | 619 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 20,569 | 913 | 0.0% | 0.0% | 620 | -4,700 | -18.6% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 20,491 | 910 | 0.01% | — | 621 | +20,491 | New | Q4 2025 | Feb 18, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 20,359 | 904 | 0.33% | 0.27% | 622 | +5,484 | 36.87% | Q4 2025 | Feb 12, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 20,317 | 902 | 0.45% | 0.38% | 624 | +2,150 | 11.83% | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 20,315 | 902 | 0.05% | 0.04% | 623 | -1,043 | -4.88% | Q4 2025 | Jan 30, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 20,253 | 899 | 0.02% | — | 625 | +20,253 | New | Q4 2025 | Feb 17, 2026 |
| Maia Wealth LLC | History | Reduced | 18,448 | 897 | 0.15% | 0.14% | 626 | -56 | -0.3% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Co / SC | History | No change | 20,195 | 896 | 0.12% | 0.12% | 627 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 20,121 | 893 | 0.64% | 0.69% | 628 | +575 | 2.94% | Q4 2025 | Jan 23, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 20,054 | 890 | 0.22% | 0.18% | 629 | +1,437 | 7.72% | Q4 2025 | Jan 08, 2026 |
| Canal Capital Management, LLC | History | Added to | 19,717 | 875 | 0.12% | 0.12% | 630 | +256 | 1.32% | Q4 2025 | Jan 06, 2026 |
| Vantus Wealth LLC | History | New | 19,559 | 868 | 0.64% | — | 631 | +19,559 | New | Q4 2025 | Feb 10, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 18,252 | 866 | 0.24% | 0.25% | 632 | -368 | -1.98% | Q4 2025 | Feb 09, 2026 |
| BALANCED WEALTH GROUP LLC | History | No change | 20,082 | 865 | 0.32% | 0.36% | 633 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 19,351 | 859 | 0.01% | — | 634 | +19,351 | New | Q4 2025 | Feb 17, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 19,230 | 854 | 0.12% | 0.44% | 635 | +1,181 | 6.54% | Q4 2025 | Feb 18, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 19,083 | 847 | 0.17% | 0.17% | 636 | +610 | 3.3% | Q4 2025 | Jan 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 19,061 | 846 | 0.0% | 0.0% | 637 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | Added to | 18,946 | 841 | 0.01% | 0.01% | 638 | +1 | 0.01% | Q4 2025 | Feb 05, 2026 |
| Sigma Planning Corp | History | Added to | 18,850 | 837 | 0.02% | 0.02% | 639 | +602 | 3.3% | Q4 2025 | Jan 30, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 18,856 | 837 | 0.57% | 0.55% | 640 | +3 | 0.02% | Q4 2025 | Jan 16, 2026 |
| WealthShield Partners, LLC | History | Reduced | 18,836 | 836 | 0.09% | 0.09% | 641 | -127 | -0.67% | Q4 2025 | Feb 03, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 18,517 | 822 | 0.04% | 0.04% | 642 | -480 | -2.53% | Q4 2025 | Jan 14, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 18,385 | 816 | 0.51% | 0.52% | 643 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| October Effect Ltd | History | Added to | 18,315 | 813 | 0.9% | 0.73% | 644 | +2,933 | 19.07% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 18,295 | 812 | 0.0% | 0.0% | 645 | -86 | -0.47% | Q4 2025 | Feb 12, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 2,962 | 811 | 0.48% | 0.49% | 647 | -13,952 | -82.49% | Q4 2025 | Jan 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 18,264 | 811 | 0.0% | 0.0% | 646 | +4,591 | 33.58% | Q4 2025 | Feb 13, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 18,068 | 802 | 0.49% | 0.5% | 648 | -644 | -3.44% | Q4 2025 | Jan 22, 2026 |
| M Holdings Securities, Inc. | History | New | 17,987 | 799 | 0.06% | — | 649 | +17,987 | New | Q4 2025 | Feb 11, 2026 |
| Port Capital LLC | History | No change | 18,000 | 799 | 0.03% | 0.03% | 650 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 17,921 | 795 | 0.05% | 0.04% | 651 | +2,509 | 16.28% | Q4 2025 | Feb 06, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 17,774 | 789 | 0.66% | — | 652 | +17,774 | New | Q4 2025 | Feb 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 17,733 | 787 | 0.04% | 0.02% | 653 | +8,763 | 97.69% | Q4 2025 | Jan 26, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 17,663 | 784 | 0.61% | — | 654 | +17,663 | New | Q4 2025 | Mar 05, 2026 |
| Bolthouse Investments, LLC | History | No change | 17,438 | 774 | 0.69% | 0.68% | 655 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Clark Asset Management, LLC | History | Reduced | 17,382 | 771 | 0.08% | 0.11% | 657 | -3,906 | -18.35% | Q4 2025 | Jan 27, 2026 |
| Lumbard & Kellner, LLC | History | No change | 17,381 | 771 | 0.27% | 0.27% | 656 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Prospect Financial Group LLC | History | No change | 17,090 | 758 | 0.7% | 0.71% | 658 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Plan A Wealth LLC | History | Reduced | 17,020 | 755 | 0.37% | 0.48% | 659 | -5,136 | -23.18% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | New | 16,953 | 752 | 0.01% | — | 660 | +16,953 | New | Q4 2025 | Feb 13, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 16,541 | 734 | 0.23% | 0.23% | 661 | -45 | -0.27% | Q4 2025 | Jan 12, 2026 |
| BSW Wealth Partners | History | Reduced | 16,461 | 731 | 0.09% | 0.09% | 662 | -695 | -4.05% | Q4 2025 | Jan 23, 2026 |
| WCG Wealth Advisors LLC | History | New | 16,457 | 730 | 0.02% | — | 663 | +16,457 | New | Q4 2025 | Feb 10, 2026 |
| Stone Summit Wealth LLC | History | Added to | 16,311 | 724 | 0.2% | 0.19% | 665 | +916 | 5.95% | Q4 2025 | Jan 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 16,323 | 724 | 0.01% | 0.01% | 664 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| RMR Wealth Builders | History | Added to | 16,236 | 721 | 0.06% | 0.06% | 666 | +262 | 1.64% | Q4 2025 | Jan 29, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 16,257 | 721 | 0.06% | 0.06% | 667 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 16,052 | 712 | 0.37% | 0.35% | 668 | +1,628 | 11.29% | Q4 2025 | Feb 10, 2026 |
| Blue Barn Wealth, LLC | History | Reduced | 15,989 | 710 | 1.03% | 1.4% | 669 | -58,594 | -78.56% | Q4 2025 | Feb 10, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 15,929 | 707 | 0.41% | 0.42% | 670 | +531 | 3.45% | Q4 2025 | Feb 09, 2026 |
| Redwood Financial Network Corp | History | Added to | 15,810 | 702 | 0.45% | 0.38% | 671 | +1,618 | 11.4% | Q4 2025 | Feb 10, 2026 |
| LANE BROTHERS & CO INC | History | New | 15,681 | 696 | 0.5% | — | 672 | +15,681 | New | Q4 2025 | Mar 13, 2026 |
| FSA Advisors, Inc. | History | Added to | 27,074 | 693 | 0.48% | 0.32% | 673 | +17,725 | 189.59% | Q4 2025 | Feb 02, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 15,565 | 691 | 0.12% | 0.12% | 674 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 15,525 | 689 | 0.02% | 0.02% | 675 | +315 | 2.07% | Q4 2025 | Jan 27, 2026 |
| Berger Financial Group, Inc | History | Reduced | 15,441 | 685 | 0.04% | 0.04% | 676 | -7 | -0.05% | Q4 2025 | Jan 27, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 15,369 | 682 | 0.19% | 0.18% | 677 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 15,314 | 680 | 0.02% | 0.02% | 679 | +1,665 | 12.2% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | No change | 14,917 | 680 | 0.01% | 0.01% | 678 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Western Reserve Capital Management, LLC | History | New | 15,201 | 675 | 0.63% | — | 680 | +15,201 | New | Q4 2025 | Feb 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 15,135 | 672 | 0.01% | 0.01% | 681 | -1,216 | -7.44% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 15,124 | 671 | 0.21% | — | 683 | +15,113 | 137390.91% | Q4 2025 | Feb 17, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | No change | 15,100 | 671 | 0.06% | 0.06% | 682 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 15,079 | 669 | 0.02% | 0.0% | 684 | +14,979 | 14979.0% | Q4 2025 | Feb 12, 2026 |
| Aegis Wealth Management, Inc. | History | New | 14,980 | 665 | 0.52% | — | 685 | +14,980 | New | Q4 2025 | Feb 05, 2026 |
| Pacifica Partners Inc. | History | Added to | 14,745 | 662 | 0.29% | 0.2% | 686 | +1,750 | 13.47% | Q4 2025 | Jan 09, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 14,890 | 661 | 0.08% | 0.05% | 687 | +6,401 | 75.4% | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | Added to | 14,806 | 657 | 0.14% | 0.13% | 688 | +3,626 | 32.43% | Q4 2025 | Feb 12, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 14,681 | 651 | 0.1% | 0.1% | 689 | -453 | -2.99% | Q4 2025 | Feb 03, 2026 |
| Brooklyn Investment Group | History | New | 14,541 | 648 | 0.03% | — | 690 | +14,541 | New | Q4 2025 | Feb 12, 2026 |
| Texas Yale Capital Corp. | History | No change | 14,500 | 643 | 0.02% | 0.02% | 691 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| E6 Portfolios, LLC | History | New | 14,452 | 641 | 0.73% | — | 694 | +14,452 | New | Q4 2025 | Feb 13, 2026 |
| TLWM | History | Added to | 14,446 | 641 | 0.12% | 0.11% | 693 | +481 | 3.44% | Q4 2025 | Jan 12, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 14,440 | 641 | 0.06% | 0.06% | 692 | +42 | 0.29% | Q4 2025 | Jan 20, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 14,403 | 639 | 0.0% | 0.0% | 695 | -375 | -2.54% | Q4 2025 | Feb 12, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 14,397 | 639 | 0.01% | 0.01% | 696 | +252 | 1.78% | Q4 2025 | Feb 06, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 14,300 | 635 | 0.29% | 0.29% | 697 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Vantage Point Financial LLC | History | Added to | 14,295 | 634 | 0.23% | 0.23% | 698 | +213 | 1.51% | Q4 2025 | Feb 02, 2026 |
| Coastline Complete Wealth LLC | History | New | 14,269 | 633 | 0.4% | — | 699 | +14,269 | New | Q4 2025 | Feb 24, 2026 |
| Hurley Capital, LLC | History | Reduced | 14,171 | 629 | 0.35% | 0.37% | 700 | -1,255 | -8.14% | Q4 2025 | Feb 17, 2026 |
| BCK Partners, Inc. | History | Reduced | 14,164 | 629 | 0.34% | 0.33% | 701 | -192 | -1.34% | Q4 2025 | Jan 28, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 14,121 | 627 | 0.21% | 0.19% | 702 | +806 | 6.05% | Q4 2025 | Feb 12, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 13,995 | 623 | 0.17% | 0.12% | 703 | +4,948 | 54.69% | Q4 2025 | Jan 14, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 14,004 | 621 | 0.4% | 0.45% | 704 | -1,999 | -12.49% | Q4 2025 | Feb 11, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 13,953 | 619 | 0.02% | 0.02% | 705 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 13,919 | 618 | 0.05% | 0.05% | 706 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Anchor Investment Management, LLC | History | No change | 13,667 | 606 | 0.05% | 0.05% | 707 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| AIFG Consultants Ltd. | History | Reduced | 13,603 | 604 | 1.04% | 1.18% | 708 | -2,096 | -13.35% | Q4 2025 | Feb 04, 2026 |
| Ellevest, Inc. | History | Added to | 13,541 | 601 | 0.08% | 0.04% | 709 | +6,527 | 93.06% | Q4 2025 | Feb 10, 2026 |
| Hershey Financial Advisers, LLC | History | Added to | 13,538 | 601 | 0.51% | 0.43% | 710 | +1,829 | 15.62% | Q4 2025 | Feb 18, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 13,490 | 599 | 0.0% | — | 711 | +13,490 | New | Q4 2025 | Feb 10, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 12,754 | 596 | 0.01% | 0.01% | 712 | +1,721 | 15.6% | Q4 2025 | Jan 28, 2026 |
| Glassman Wealth Services | History | Added to | 13,443 | 596 | 0.08% | 0.08% | 713 | +233 | 1.76% | Q4 2025 | Jan 28, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 13,387 | 594 | 0.01% | 0.0% | 714 | +6,608 | 97.48% | Q4 2025 | Jan 15, 2026 |
| Belleair Asset Management, LLC | History | New | 13,291 | 590 | 0.56% | — | 716 | +13,291 | New | Q4 2025 | Jan 30, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 13,300 | 590 | 0.05% | 0.04% | 715 | +367 | 2.84% | Q4 2025 | Feb 17, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 13,277 | 589 | 0.06% | 0.06% | 717 | +507 | 3.97% | Q4 2025 | Feb 13, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 13,178 | 585 | 0.15% | 0.14% | 719 | +102 | 0.78% | Q4 2025 | Feb 05, 2026 |
| Lantz Financial LLC | History | Reduced | 13,190 | 585 | 0.12% | 0.13% | 718 | -29 | -0.22% | Q4 2025 | Jan 14, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 13,170 | 584 | 0.33% | 0.33% | 720 | -55 | -0.42% | Q4 2025 | Jan 09, 2026 |
| Family Legacy, Inc. | History | Reduced | 13,137 | 583 | 0.17% | 0.17% | 721 | -10 | -0.08% | Q4 2025 | Feb 04, 2026 |
| Altus Wealth Group LLC | History | Reduced | 13,033 | 578 | 0.23% | 0.24% | 722 | -784 | -5.67% | Q4 2025 | Feb 13, 2026 |
| Shepherd Financial Partners LLC | History | No change | 12,998 | 577 | 0.05% | 0.05% | 723 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 12,927 | 574 | 0.01% | 0.01% | 724 | +893 | 7.42% | Q4 2025 | Jan 29, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 12,861 | 571 | 0.01% | 0.01% | 725 | +2,872 | 28.75% | Q4 2025 | Feb 02, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 12,775 | 567 | 0.17% | 0.11% | 726 | +4,500 | 54.38% | Q4 2025 | Jan 21, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 12,714 | 564 | 0.2% | 0.14% | 728 | +4,393 | 52.79% | Q4 2025 | Jan 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 12,722 | 564 | 0.0% | 0.0% | 727 | -170 | -1.32% | Q4 2025 | Jan 30, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 12,685 | 563 | 0.05% | 0.03% | 729 | +4,658 | 58.03% | Q4 2025 | Feb 17, 2026 |
| Redwood Investment Management, LLC | History | Added to | 12,582 | 559 | 0.06% | 0.05% | 730 | +1,554 | 14.09% | Q4 2025 | Feb 17, 2026 |
| Pacific Park Financial, Inc. | History | New | 12,528 | 556 | 0.35% | — | 731 | +12,528 | New | Q4 2025 | Jan 30, 2026 |
| Intrua Financial, LLC | History | Reduced | 12,283 | 545 | 0.06% | 0.1% | 732 | -8,545 | -41.03% | Q4 2025 | Feb 05, 2026 |
| Sequent Asset Management, LLC | History | No change | 12,129 | 539 | 0.24% | 0.25% | 733 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Banco Santander, S.A. | History | New | 12,039 | 534 | 0.0% | — | 734 | +12,039 | New | Q4 2025 | Feb 13, 2026 |
| Kelly Financial Services LLC | History | Added to | 11,992 | 532 | 0.13% | 0.1% | 735 | +2,586 | 27.49% | Q4 2025 | Jan 13, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 11,976 | 531 | 0.07% | 0.07% | 736 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 11,938 | 530 | 0.02% | 0.03% | 737 | -1,638 | -12.07% | Q4 2025 | Jan 06, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 11,876 | 527 | 0.01% | 0.01% | 738 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 11,774 | 522 | 0.2% | 0.19% | 740 | -55 | -0.46% | Q4 2025 | Feb 13, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 11,762 | 522 | 0.1% | 0.1% | 739 | +35 | 0.3% | Q4 2025 | Jan 27, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 11,750 | 521 | 0.02% | 0.02% | 741 | +138 | 1.19% | Q4 2025 | Jan 20, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 11,638 | 516 | 0.05% | 0.06% | 742 | -658 | -5.35% | Q4 2025 | Feb 18, 2026 |
| Curi Capital, LLC | History | Added to | 11,440 | 508 | 0.01% | 0.0% | 743 | +6,687 | 140.69% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 21,690 | 503 | 0.01% | 0.01% | 744 | +4,533 | 26.42% | Q4 2025 | Feb 11, 2026 |
| Howard Capital Management Group, LLC | History | No change | 11,200 | 497 | 0.03% | 0.03% | 745 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 11,112 | 494 | 0.23% | 0.16% | 747 | +3,878 | 53.61% | Q4 2025 | Feb 17, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 11,143 | 494 | 0.18% | 0.17% | 746 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 11,112 | 493 | 0.15% | 0.16% | 748 | -865 | -7.22% | Q4 2025 | Feb 10, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 11,034 | 492 | 0.05% | 0.18% | 749 | -28,810 | -72.31% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Added to | 11,072 | 491 | 0.02% | 0.02% | 750 | +311 | 2.89% | Q4 2025 | Feb 03, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 10,074 | 490 | 0.47% | — | 752 | +10,074 | New | Q4 2025 | Feb 13, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 11,040 | 490 | 0.1% | 0.08% | 751 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | New | 11,020 | 489 | 0.13% | — | 753 | +11,020 | New | Q4 2025 | Feb 06, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 11,000 | 488 | 0.45% | — | 754 | +11,000 | New | Q4 2025 | Feb 27, 2026 |
| KPP Advisory Services LLC | History | Added to | 10,875 | 482 | 0.07% | 0.07% | 755 | +325 | 3.08% | Q4 2025 | Feb 02, 2026 |
| REAP Financial Group, LLC | History | Added to | 10,808 | 479 | 0.1% | 0.1% | 756 | +60 | 0.56% | Q4 2025 | Feb 10, 2026 |
| Leo Wealth, LLC | History | Added to | 10,725 | 476 | 0.03% | 0.06% | 757 | +127 | 1.2% | Q4 2025 | Jan 21, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 10,715 | 475 | 0.39% | 0.18% | 760 | +6,617 | 161.47% | Q4 2025 | Feb 10, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 10,709 | 475 | 0.31% | 0.32% | 759 | -769 | -6.7% | Q4 2025 | Feb 04, 2026 |
| SMITH, MOORE & CO. | History | No change | 10,704 | 475 | 0.04% | 0.04% | 758 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 10,660 | 473 | 0.49% | 0.45% | 761 | -62 | -0.58% | Q4 2025 | Jan 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 10,589 | 470 | 0.42% | 0.4% | 762 | +552 | 5.5% | Q4 2025 | Jan 29, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 10,516 | 467 | 0.03% | 0.03% | 763 | -135 | -1.27% | Q4 2025 | Jan 27, 2026 |
| United Advisor Group, LLC | History | Added to | 10,499 | 466 | 0.06% | 0.05% | 764 | +1,736 | 19.81% | Q4 2025 | Jan 26, 2026 |
| BURNEY CO/ | History | No change | 10,484 | 465 | 0.01% | 0.01% | 765 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 10,385 | 461 | 0.39% | 0.38% | 766 | +352 | 3.51% | Q4 2025 | Jan 21, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 10,320 | 458 | 0.39% | — | 767 | +10,320 | New | Q4 2025 | Jan 20, 2026 |
| VANGUARD GROUP INC | History | Added to | 10,311 | 457 | 0.0% | 0.0% | 768 | +2,182 | 26.84% | Q4 2025 | Jan 29, 2026 |
| Asset Dedication, LLC | History | Added to | 10,282 | 456 | 0.03% | 0.03% | 769 | +172 | 1.7% | Q4 2025 | Jan 26, 2026 |
| Plan Group Financial, LLC | History | Reduced | 10,250 | 455 | 0.12% | 0.13% | 770 | -1,037 | -9.19% | Q4 2025 | Feb 03, 2026 |
| Evanson Asset Management, LLC | History | No change | 10,235 | 454 | 0.02% | 0.02% | 771 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 10,212 | 453 | 0.05% | 0.03% | 772 | +3,543 | 53.13% | Q4 2025 | Feb 04, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 10,214 | 453 | 0.06% | 0.06% | 774 | +26 | 0.26% | Q4 2025 | Feb 04, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 10,203 | 453 | 0.03% | 0.03% | 773 | -3 | -0.03% | Q4 2025 | Feb 05, 2026 |
| Diversified Enterprises, LLC | History | Added to | 10,192 | 452 | 0.03% | 0.02% | 775 | +1,500 | 17.26% | Q4 2025 | Jan 28, 2026 |
| Portland Financial Advisors Inc | History | Added to | 10,092 | 448 | 0.95% | 0.88% | 777 | +476 | 4.95% | Q4 2025 | Feb 06, 2026 |
| Bravias Capital Group, LLC | History | Added to | 10,100 | 448 | 0.27% | 0.29% | 776 | +82 | 0.82% | Q4 2025 | Jan 29, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 10,083 | 447 | 0.03% | 0.02% | 778 | +2,715 | 36.85% | Q4 2025 | Jan 23, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 10,024 | 445 | 0.12% | 0.12% | 779 | +175 | 1.78% | Q4 2025 | Jan 27, 2026 |
| McAdam, LLC | History | Reduced | 10,018 | 444 | 0.02% | 0.02% | 780 | -113 | -1.12% | Q4 2025 | Feb 13, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 9,996 | 443 | 0.19% | 0.13% | 781 | +3,270 | 48.62% | Q4 2025 | Feb 18, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 9,935 | 441 | 0.0% | 0.0% | 782 | +1,031 | 11.58% | Q4 2025 | Feb 17, 2026 |
| Sensible Money, LLC | History | Added to | 9,868 | 438 | 0.14% | 0.14% | 783 | +172 | 1.77% | Q4 2025 | Feb 09, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 9,860 | 437 | 0.0% | 0.0% | 784 | -176 | -1.75% | Q4 2025 | Feb 12, 2026 |
| Claro Advisors Inc. | History | Added to | 9,834 | 436 | 0.06% | 0.06% | 785 | +134 | 1.38% | Q4 2025 | Feb 17, 2026 |
| American Trust | History | Added to | 9,804 | 435 | 0.04% | 0.03% | 786 | +106 | 1.09% | Q4 2025 | Feb 17, 2026 |
| Keel Point, LLC | History | Reduced | 9,739 | 432 | 0.03% | 0.03% | 787 | -3 | -0.03% | Q4 2025 | Feb 12, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 9,663 | 429 | 0.03% | 0.03% | 788 | -764 | -7.33% | Q4 2025 | Feb 17, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | New | 9,653 | 428 | 0.42% | — | 789 | +9,653 | New | Q4 2025 | Mar 27, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 9,630 | 427 | 0.05% | 0.03% | 790 | +4,800 | 99.38% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 9,621 | 427 | 0.01% | 0.01% | 791 | +1,941 | 25.27% | Q4 2025 | Jan 20, 2026 |
| TME FINANCIAL, INC. | History | Added to | 9,468 | 420 | 0.29% | 0.3% | 792 | +40 | 0.42% | Q4 2025 | Jan 27, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 9,433 | 418 | 0.01% | 0.02% | 794 | -3,425 | -26.64% | Q4 2025 | Jan 14, 2026 |
| GW&K Investment Management, LLC | History | No change | 9,414 | 418 | 0.0% | 0.0% | 793 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 8,870 | 416 | 0.27% | 0.23% | 798 | +1,522 | 20.71% | Q4 2025 | Feb 11, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 9,381 | 416 | 0.03% | 0.03% | 796 | -658 | -6.55% | Q4 2025 | Jan 22, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 9,388 | 416 | 0.23% | 0.23% | 797 | -1 | -0.01% | Q4 2025 | Feb 18, 2026 |
| MBL Wealth, LLC | History | No change | 9,375 | 416 | 0.03% | 0.04% | 795 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 9,331 | 414 | 0.0% | 0.01% | 799 | -568 | -5.74% | Q4 2025 | Jan 29, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 9,285 | 412 | 0.01% | 0.01% | 800 | -987 | -9.61% | Q4 2025 | Jan 16, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 9,236 | 410 | 0.14% | 0.13% | 801 | +654 | 7.62% | Q4 2025 | Feb 03, 2026 |
| Urban Financial Advisory Corp | History | Added to | 9,248 | 410 | 0.16% | 0.18% | 802 | +234 | 2.6% | Q4 2025 | Feb 04, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 9,207 | 408 | 0.09% | 0.1% | 803 | -1,951 | -17.49% | Q4 2025 | Jan 12, 2026 |
| Latitude Advisors, LLC | History | Reduced | 9,207 | 408 | 0.18% | 0.2% | 804 | -931 | -9.18% | Q4 2025 | Jan 27, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 9,176 | 407 | 0.2% | 0.21% | 806 | +160 | 1.77% | Q4 2025 | Feb 11, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 9,178 | 407 | 0.04% | 0.04% | 805 | -35 | -0.38% | Q4 2025 | Feb 12, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 9,160 | 406 | 0.13% | — | 807 | +9,160 | New | Q4 2025 | Jan 08, 2026 |
| Squarepoint Ops LLC | History | Reduced | 9,125 | 405 | 0.0% | 0.0% | 808 | -10,357 | -53.16% | Q4 2025 | Feb 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 9,136 | 405 | 0.05% | 0.05% | 809 | -183 | -1.96% | Q4 2025 | Jan 14, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 9,091 | 403 | 0.09% | 0.1% | 810 | -10 | -0.11% | Q4 2025 | Feb 09, 2026 |
| BlueChip Wealth Advisors LLC | History | New | 9,063 | 402 | 0.17% | — | 812 | +9,063 | New | Q4 2025 | Feb 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 9,063 | 402 | 0.0% | 0.0% | 811 | +2,243 | 32.89% | Q4 2025 | Feb 13, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 9,043 | 401 | 0.22% | 0.22% | 813 | -662 | -6.82% | Q4 2025 | Feb 23, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Reduced | 9,032 | 401 | 0.3% | 0.32% | 814 | -191 | -2.07% | Q4 2025 | Feb 10, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 8,955 | 397 | 0.03% | 0.03% | 815 | +200 | 2.28% | Q4 2025 | Feb 04, 2026 |
| CENTRAL TRUST Co | History | Reduced | 8,893 | 394 | 0.01% | 0.01% | 816 | -58 | -0.65% | Q4 2025 | Feb 02, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 8,813 | 391 | 0.11% | 0.09% | 817 | +591 | 7.19% | Q4 2025 | Feb 06, 2026 |
| Cassilly Financial Group LLC | History | New | 8,769 | 389 | 0.34% | — | 818 | +8,769 | New | Q4 2025 | Jan 15, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 8,753 | 388 | 0.08% | 0.09% | 819 | +822 | 10.36% | Q4 2025 | Feb 02, 2026 |
| Focus Financial Network, Inc. | History | Added to | 8,743 | 388 | 0.01% | 0.01% | 820 | +2 | 0.02% | Q4 2025 | Jan 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 8,722 | 387 | 0.01% | — | 821 | +8,722 | New | Q4 2025 | Jan 15, 2026 |
| Clear Harbor Asset Management, LLC | History | New | 8,694 | 386 | 0.03% | — | 822 | +8,694 | New | Q4 2025 | Feb 10, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 8,378 | 386 | 0.2% | 0.2% | 825 | +111 | 1.34% | Q4 2025 | Jan 29, 2026 |
| Veery Capital, LLC | History | No change | 8,709 | 386 | 0.12% | 0.12% | 823 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 8,701 | 386 | 0.01% | 0.01% | 824 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 8,655 | 384 | 0.0% | 0.0% | 826 | -3,693 | -29.91% | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 8,654 | 384 | 0.01% | 0.01% | 828 | +1,481 | 20.65% | Q4 2025 | Feb 03, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 8,651 | 384 | 0.01% | 0.01% | 827 | +1,426 | 19.74% | Q4 2025 | Feb 13, 2026 |
| Midwest Trust Co | History | Reduced | 8,644 | 383 | 0.0% | 0.0% | 829 | -131 | -1.49% | Q4 2025 | Feb 04, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 8,548 | 379 | 0.15% | 0.14% | 830 | -113 | -1.3% | Q4 2025 | Feb 11, 2026 |
| GWN SECURITIES INC. | History | Added to | 8,444 | 374 | 0.08% | 0.07% | 831 | +1,086 | 14.76% | Q4 2025 | Feb 11, 2026 |
| FIRST HORIZON CORP | History | No change | 8,378 | 372 | 0.02% | 0.02% | 832 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financial Strategies Group, Inc. | History | Reduced | 8,060 | 367 | 0.07% | 0.07% | 833 | -135 | -1.65% | Q4 2025 | Feb 05, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 8,260 | 366 | 0.26% | 0.23% | 834 | +1,463 | 21.52% | Q4 2025 | Feb 13, 2026 |
| BDFS Capital LLC | History | New | 8,199 | 364 | 0.18% | — | 836 | +8,199 | New | Q4 2025 | Feb 26, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 8,206 | 364 | 0.01% | 0.01% | 835 | -1,057 | -11.41% | Q4 2025 | Jan 26, 2026 |
| Accel Wealth Management | History | Reduced | 8,146 | 361 | 0.1% | 0.1% | 837 | -26 | -0.32% | Q4 2025 | Jan 20, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Added to | 8,128 | 360 | 0.15% | 0.12% | 838 | +1,232 | 17.87% | Q4 2025 | Jan 30, 2026 |
| Providence Financial Advisors, LLC | History | Added to | 8,098 | 359 | 0.36% | 0.33% | 839 | +8 | 0.1% | Q4 2025 | Feb 10, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 13,796 | 358 | 0.01% | 0.01% | 840 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Transce3nd, LLC | History | Reduced | 7,503 | 357 | 2.88% | 3.69% | 841 | -2,840 | -27.46% | Q4 2025 | Feb 06, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 8,023 | 356 | 0.18% | 0.13% | 842 | +2,578 | 47.35% | Q4 2025 | Jan 23, 2026 |
| Liberty Capital Management, Inc. | History | No change | 8,012 | 355 | 0.07% | 0.06% | 843 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 8,016 | 355 | 0.01% | 0.01% | 844 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Argent Trust Co | History | Reduced | 7,968 | 353 | 0.01% | 0.01% | 845 | -435 | -5.18% | Q4 2025 | Feb 10, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 7,922 | 351 | 0.05% | 0.06% | 847 | -651 | -7.59% | Q4 2025 | Feb 09, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 7,922 | 351 | 0.14% | 0.14% | 846 | +159 | 2.05% | Q4 2025 | Feb 03, 2026 |
| OLIO Financial Planning | History | Added to | 7,781 | 345 | 0.1% | 0.1% | 848 | +23 | 0.3% | Q4 2025 | Jan 21, 2026 |
| Caprock Group, LLC | History | New | 7,756 | 344 | 0.01% | — | 850 | +7,756 | New | Q4 2025 | Jan 28, 2026 |
| HM PAYSON & CO | History | No change | 7,764 | 344 | 0.0% | 0.0% | 849 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Plan, Inc. | History | New | 7,702 | 342 | 0.04% | — | 852 | +7,702 | New | Q4 2025 | Jan 28, 2026 |
| M1 Capital Management LLC | History | Added to | 7,717 | 342 | 0.14% | 0.14% | 851 | +205 | 2.73% | Q4 2025 | Feb 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 7,667 | 340 | 0.01% | 0.01% | 853 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LVZ, Inc. | History | New | 7,644 | 339 | 0.04% | — | 854 | +7,644 | New | Q4 2025 | Feb 10, 2026 |
| Colonial River Investments, LLC | History | Reduced | 7,627 | 338 | 0.12% | 0.15% | 855 | -2,121 | -21.76% | Q4 2025 | Feb 04, 2026 |
| ASPIRIANT, LLC | History | New | 7,604 | 337 | 0.01% | — | 856 | +7,604 | New | Q4 2025 | Jan 20, 2026 |
| Ridgeline Wealth Planning, LLC | History | Reduced | 7,610 | 337 | 0.24% | 0.38% | 857 | -4,080 | -34.9% | Q4 2025 | Feb 03, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 7,578 | 336 | 0.18% | 0.17% | 858 | +560 | 7.98% | Q4 2025 | Jan 23, 2026 |
| Forza Wealth Management, LLC | History | No change | 7,545 | 335 | 0.12% | 0.12% | 859 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| J2 Capital Management Inc | History | Added to | 7,506 | 333 | 0.24% | 0.22% | 860 | +779 | 11.58% | Q4 2025 | Jan 20, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 7,459 | 331 | 0.12% | 0.22% | 862 | -5,944 | -44.35% | Q4 2025 | Jan 15, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 7,461 | 331 | 0.04% | 0.05% | 861 | -663 | -8.16% | Q4 2025 | Feb 03, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 7,442 | 330 | 0.0% | 0.0% | 863 | +660 | 9.73% | Q4 2025 | Feb 13, 2026 |
| Keebeck Wealth Management | History | Reduced | 7,421 | 329 | 0.04% | 0.04% | 864 | -1 | -0.01% | Q4 2025 | Feb 17, 2026 |
| Copley Financial Group, Inc. | History | Reduced | 7,403 | 328 | 0.2% | 0.23% | 865 | -334 | -4.32% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 7,368 | 327 | 0.02% | 0.02% | 866 | +894 | 13.81% | Q4 2025 | Jan 21, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 7,207 | 327 | 0.05% | 0.05% | 867 | -40 | -0.55% | Q4 2025 | Jan 26, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | New | 7,339 | 325 | 0.04% | — | 869 | +7,339 | New | Q4 2025 | Jan 09, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 7,115 | 325 | 0.04% | 0.04% | 870 | -415 | -5.51% | Q4 2025 | Jan 14, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 7,322 | 325 | 0.12% | 0.12% | 868 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 7,297 | 324 | 0.01% | 0.01% | 871 | -74 | -1.0% | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 7,277 | 323 | 0.01% | 0.01% | 872 | -740 | -9.23% | Q4 2025 | Feb 13, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 7,260 | 322 | 0.09% | 0.09% | 873 | +94 | 1.31% | Q4 2025 | Jan 28, 2026 |
| MA Private Wealth | History | No change | 7,240 | 321 | 0.05% | 0.05% | 874 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HB Wealth Management, LLC | History | New | 7,224 | 320 | 0.0% | — | 875 | +7,224 | New | Q4 2025 | Jan 28, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 7,170 | 318 | 0.11% | 0.13% | 876 | -948 | -11.68% | Q4 2025 | Jan 26, 2026 |
| REDW Wealth LLC | History | No change | 7,158 | 317 | 0.12% | 0.12% | 877 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HBE Wealth Management, LLC | History | New | 7,096 | 315 | 0.3% | — | 878 | +7,096 | New | Q4 2025 | Jan 20, 2026 |
| TrueWealth Financial Partners | History | New | 7,058 | 313 | 0.26% | — | 879 | +7,058 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 7,058 | 313 | 0.26% | — | 880 | +7,058 | New | Q4 2025 | Feb 05, 2026 |
| FOCUSED ALPHA, LLC | History | New | 7,043 | 312 | 0.09% | — | 882 | +7,043 | New | Q4 2025 | Feb 13, 2026 |
| Apollon Financial, LLC | History | Reduced | 7,038 | 312 | 0.05% | 0.05% | 881 | -10 | -0.14% | Q4 2025 | Jan 22, 2026 |
| Gibson Capital, LLC | History | No change | 7,002 | 310 | 0.06% | 0.06% | 883 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Moors & Cabot, Inc. | History | No change | 7,000 | 310 | 0.01% | 0.01% | 884 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 6,960 | 309 | 0.04% | 0.04% | 885 | +51 | 0.74% | Q4 2025 | Jan 22, 2026 |
| Revere Asset Management, Inc | History | New | 6,941 | 308 | 0.11% | — | 886 | +6,941 | New | Q4 2025 | Feb 09, 2026 |
| New Perspectives, Inc | History | No change | 6,940 | 308 | 0.11% | 0.13% | 887 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 6,904 | 306 | 0.09% | 0.15% | 888 | -5,136 | -42.66% | Q4 2025 | Jan 29, 2026 |
| Smith Salley Wealth Management | History | No change | 6,880 | 305 | 0.02% | 0.02% | 889 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 6,872 | 305 | 0.02% | 0.02% | 890 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 6,832 | 303 | 0.02% | 0.02% | 891 | -815 | -10.66% | Q4 2025 | Apr 02, 2026 |
| Anson Capital, Inc. | History | Reduced | 6,826 | 303 | 0.22% | 0.22% | 892 | -29 | -0.42% | Q4 2025 | Feb 04, 2026 |
| Yoffe Investment Management, LLC | History | No change | 6,841 | 303 | 0.39% | 0.38% | 893 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 6,804 | 302 | 0.08% | 0.06% | 894 | +397 | 6.2% | Q4 2025 | Jan 12, 2026 |
| Linscomb Wealth, Inc. | History | No change | 6,805 | 302 | 0.01% | 0.01% | 895 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 6,769 | 300 | 0.01% | 0.01% | 896 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 6,754 | 299 | 0.04% | — | 898 | +6,754 | New | Q4 2025 | Feb 10, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 6,638 | 299 | 0.56% | — | 899 | +6,638 | New | Q4 2025 | Feb 18, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 6,741 | 299 | 0.03% | 0.03% | 897 | +418 | 6.61% | Q4 2025 | Jan 15, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 6,695 | 297 | 0.05% | 0.04% | 900 | +860 | 14.74% | Q4 2025 | Jan 23, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 6,705 | 297 | 0.15% | 0.16% | 901 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Lodestone Wealth Management LLC | History | No change | 6,683 | 296 | 0.12% | 0.13% | 902 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| IFG Advisory, LLC | History | Reduced | 6,619 | 293 | 0.01% | 0.03% | 903 | -7,511 | -53.16% | Q4 2025 | Feb 10, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 6,603 | 293 | 0.16% | 0.19% | 904 | -272 | -3.96% | Q4 2025 | Feb 10, 2026 |
| K2 Financial Inc. | History | Reduced | 6,425 | 292 | 0.23% | 0.22% | 906 | -72 | -1.11% | Q4 2025 | Jan 22, 2026 |
| Legacy Bridge, LLC | History | No change | 6,585 | 292 | 0.12% | 0.12% | 905 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HUB Investment Partners, LLC | History | Added to | 6,565 | 291 | 0.01% | 0.01% | 908 | +8 | 0.12% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 6,558 | 291 | 0.01% | 0.01% | 907 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Traction Financial Partners, LLC | History | Added to | 6,547 | 290 | 0.17% | 0.16% | 909 | +310 | 4.97% | Q4 2025 | Jan 29, 2026 |
| PETERSON WEALTH MANAGEMENT | History | Added to | 6,489 | 288 | 0.21% | 0.19% | 910 | +114 | 1.79% | Q4 2025 | Feb 04, 2026 |
| Meramec Financial Planners, LLC | History | New | 6,015 | 287 | 0.11% | — | 911 | +6,015 | New | Q4 2025 | Feb 10, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 6,443 | 286 | 0.1% | 0.01% | 912 | +5,998 | 1347.87% | Q4 2025 | Feb 03, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 6,382 | 283 | 0.02% | 0.03% | 913 | -562 | -8.09% | Q4 2025 | Feb 11, 2026 |
| Empirical Asset Management, LLC | History | Added to | 6,348 | 281 | 0.08% | 0.08% | 915 | +14 | 0.22% | Q4 2025 | Feb 06, 2026 |
| Cannell & Spears LLC | History | No change | 6,332 | 281 | 0.01% | 0.01% | 914 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Retirement Investment Advisors, Inc. | History | Reduced | 6,286 | 279 | 0.02% | 0.02% | 916 | -619 | -8.96% | Q4 2025 | Jan 21, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 6,270 | 278 | 0.15% | — | 917 | +6,270 | New | Q4 2025 | Feb 06, 2026 |
| True Vision MN LLC | History | New | 6,195 | 275 | 0.14% | — | 918 | +6,195 | New | Q4 2025 | Jan 14, 2026 |
| Castleview Partners, LLC | History | Added to | 6,186 | 274 | 0.14% | 0.12% | 920 | +1,011 | 19.54% | Q4 2025 | Jan 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,174 | 274 | 0.0% | 0.0% | 919 | +28 | 0.46% | Q4 2025 | Jan 29, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 6,169 | 273 | 0.06% | — | 921 | +6,169 | New | Q4 2025 | Jan 26, 2026 |
| Spinnaker Investment Group, LLC | History | New | 6,125 | 272 | 0.05% | — | 922 | +6,125 | New | Q4 2025 | Jan 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 6,130 | 272 | 0.0% | 0.0% | 923 | +1,003 | 19.56% | Q4 2025 | Feb 02, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 6,124 | 271 | 0.05% | 0.05% | 924 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 6,099 | 270 | 0.03% | 0.03% | 927 | +475 | 8.45% | Q4 2025 | Jan 13, 2026 |
| Wealth Architects, LLC | History | No change | 6,094 | 270 | 0.02% | 0.02% | 925 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Independence Bank of Kentucky | History | No change | 6,096 | 270 | 0.03% | 0.03% | 926 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Econ Financial Services Corp | History | New | 6,060 | 269 | 0.13% | — | 928 | +6,060 | New | Q4 2025 | Jan 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 6,072 | 269 | 0.02% | 0.02% | 929 | -510 | -7.75% | Q4 2025 | Jan 23, 2026 |
| Wolff Financial Management LLC | History | Added to | 6,042 | 268 | 0.06% | 0.06% | 930 | +79 | 1.32% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 6,017 | 267 | 0.02% | 0.01% | 931 | +1,275 | 26.89% | Q4 2025 | Jan 23, 2026 |
| Aviance Capital Partners, LLC | History | No change | 6,011 | 266 | 0.03% | 0.03% | 932 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 5,885 | 261 | 0.19% | 0.2% | 934 | -188 | -3.1% | Q4 2025 | Feb 05, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 5,893 | 261 | 0.01% | 0.01% | 933 | +11 | 0.19% | Q4 2025 | Jan 27, 2026 |
| GK Wealth Management LLC | History | Added to | 5,869 | 260 | 0.17% | 0.15% | 935 | +1,162 | 24.69% | Q4 2025 | Jan 05, 2026 |
| CX Institutional | History | Added to | 5,752 | 255 | 0.01% | 0.01% | 937 | +85 | 1.5% | Q4 2025 | Feb 02, 2026 |
| Cambridge Advisors Inc. | History | No change | 5,747 | 255 | 0.05% | 0.05% | 936 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Tranquility Partners, LLC | History | No change | 5,761 | 255 | 0.09% | 0.08% | 938 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Premier Private Wealth Management LLC | History | New | 5,386 | 254 | 0.26% | — | 940 | +5,386 | New | Q4 2025 | Feb 11, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 5,740 | 254 | 0.09% | 0.09% | 939 | -7 | -0.12% | Q4 2025 | Feb 06, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 5,717 | 253 | 0.09% | 0.1% | 941 | +29 | 0.51% | Q4 2025 | Jan 08, 2026 |
| Keystone Financial Services | History | No change | 5,718 | 253 | 0.08% | 0.08% | 942 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ballast Financial Advisors LLC | History | New | 5,680 | 252 | 0.26% | — | 943 | +5,680 | New | Q4 2025 | Feb 17, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 5,673 | 251 | 0.02% | 0.02% | 944 | -47 | -0.82% | Q4 2025 | Jan 22, 2026 |
| Aspen Wealth Management LLC | History | Added to | 5,619 | 249 | 0.05% | 0.05% | 945 | +98 | 1.78% | Q4 2025 | Jan 05, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 5,606 | 248 | 0.09% | 0.11% | 946 | -1,391 | -19.88% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 5,563 | 247 | 0.01% | 0.01% | 948 | +2,732 | 96.5% | Q4 2025 | Feb 10, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 5,245 | 247 | 0.05% | 0.04% | 947 | +546 | 11.62% | Q4 2025 | Feb 05, 2026 |
| Manchester Capital Management LLC | History | Added to | 5,550 | 246 | 0.03% | 0.01% | 949 | +3,979 | 253.28% | Q4 2025 | Feb 11, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 5,539 | 246 | 0.08% | 0.08% | 950 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 5,530 | 245 | 0.03% | 0.03% | 951 | -100 | -1.78% | Q4 2025 | Feb 13, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 5,530 | 245 | 0.02% | 0.02% | 952 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 5,497 | 244 | 0.04% | 0.04% | 953 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 5,480 | 243 | 0.0% | 0.0% | 954 | +96 | 1.78% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 5,455 | 242 | 0.03% | 0.05% | 955 | -3,093 | -36.18% | Q4 2025 | Feb 17, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 5,591 | 239 | 0.03% | 0.05% | 956 | -2,755 | -33.01% | Q4 2025 | Jan 16, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 5,383 | 239 | 0.09% | 0.09% | 957 | +49 | 0.92% | Q4 2025 | Feb 04, 2026 |
| Sovran Advisors, LLC | History | No change | 5,144 | 237 | 0.02% | 0.02% | 958 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Strive Financial Group ,LLC | History | New | 5,297 | 235 | 0.12% | — | 960 | +5,297 | New | Q4 2025 | Feb 18, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 5,297 | 235 | 0.03% | 0.03% | 959 | +19 | 0.36% | Q4 2025 | Jan 26, 2026 |
| JMG Financial Group, Ltd. | History | No change | 5,271 | 234 | 0.01% | 0.01% | 961 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 5,285 | 234 | 0.01% | 0.01% | 962 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Perissos Private Wealth Management, LLC | History | No change | 5,245 | 232 | 0.2% | 0.16% | 963 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tandem Investment Partners LLC | History | New | 5,216 | 231 | 0.19% | — | 965 | +5,216 | New | Q4 2025 | Jan 21, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 5,210 | 231 | 0.03% | 0.03% | 964 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NICOLET BANKSHARES INC | History | No change | 5,178 | 229 | 0.04% | 0.04% | 966 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 5,119 | 227 | 0.02% | 0.02% | 967 | +84 | 1.67% | Q4 2025 | Feb 04, 2026 |
| KLCM Advisors, Inc. | History | New | 5,089 | 226 | 0.02% | — | 968 | +5,089 | New | Q4 2025 | Feb 04, 2026 |
| DGS Capital Management, LLC | History | Reduced | 5,078 | 225 | 0.04% | 0.04% | 971 | -1 | -0.02% | Q4 2025 | Feb 24, 2026 |
| Richardson Capital Management LLC | History | No change | 5,077 | 225 | 0.11% | 0.1% | 969 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| McIlrath & Eck, LLC | History | No change | 5,087 | 225 | 0.02% | 0.02% | 970 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Francis Financial, Inc. | History | New | 5,025 | 223 | 0.04% | — | 972 | +5,025 | New | Q4 2025 | Feb 11, 2026 |
| Ballast, Inc. | History | Reduced | 5,026 | 223 | 0.05% | 0.06% | 973 | -517 | -9.33% | Q4 2025 | Feb 03, 2026 |
| Core Wealth Management, Inc. | History | New | 5,001 | 222 | 0.07% | — | 974 | +5,001 | New | Q4 2025 | Jan 28, 2026 |
| RAINIER FAMILY WEALTH INC | History | No change | 5,000 | 222 | 0.17% | 0.19% | 975 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ATX Financial Planning, LLC | History | New | 4,990 | 221 | 0.17% | — | 976 | +4,990 | New | Q4 2025 | Feb 19, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 4,973 | 220 | 0.02% | 0.02% | 977 | -986 | -16.55% | Q4 2025 | Feb 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 4,945 | 219 | 0.01% | — | 978 | +4,945 | New | Q4 2025 | Feb 02, 2026 |
| Americana Partners, LLC | History | No change | 4,935 | 219 | 0.01% | 0.01% | 979 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 4,947 | 219 | 0.1% | 0.1% | 980 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Fiduciary Planning LLC | History | Added to | 4,872 | 216 | 0.07% | 0.06% | 981 | +18 | 0.37% | Q4 2025 | Jan 22, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 4,862 | 215 | 0.05% | 0.05% | 982 | +55 | 1.14% | Q4 2025 | Jan 23, 2026 |
| Independent Wealth Network Inc. | History | Added to | 4,838 | 214 | 0.07% | 0.07% | 983 | +49 | 1.02% | Q4 2025 | Jan 26, 2026 |
| Global View Capital Management LLC | History | New | 4,801 | 213 | 0.04% | — | 985 | +4,801 | New | Q4 2025 | Jan 14, 2026 |
| Falcon Wealth Planning | History | No change | 4,799 | 213 | 0.02% | 0.02% | 984 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Manuka Financial, LLC | History | No change | 4,785 | 212 | 0.13% | 0.13% | 986 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 4,749 | 210 | 0.05% | 0.05% | 987 | -140 | -2.86% | Q4 2025 | Jan 12, 2026 |
| Ironwood Financial, llc | History | New | 4,512 | 208 | 0.04% | — | 988 | +4,512 | New | Q4 2025 | Jan 15, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 4,700 | 208 | 0.14% | 0.13% | 989 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Demars Financial Group, LLC | History | New | 4,602 | 204 | 0.07% | — | 990 | +4,602 | New | Q4 2025 | Jan 22, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | New | 4,580 | 203 | 0.05% | — | 991 | +4,580 | New | Q4 2025 | Feb 11, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | New | 4,565 | 202 | 0.05% | — | 993 | +4,565 | New | Q4 2025 | Jan 26, 2026 |
| ROMANO BROTHERS AND COMPANY | History | New | 4,563 | 202 | 0.02% | — | 992 | +4,563 | New | Q4 2025 | Jan 14, 2026 |
| MASECO LLP | History | Added to | 4,567 | 202 | 0.01% | — | 994 | +4,556 | 41418.18% | Q4 2025 | Jan 22, 2026 |
| Cogent Private Wealth, Inc. | History | New | 4,555 | 202 | 0.15% | — | 995 | +4,555 | New | Q4 2025 | Feb 10, 2026 |
| Kilter Group LLC | History | Added to | 4,060 | 180 | 0.08% | 0.08% | 998 | +287 | 7.61% | Q4 2025 | Feb 13, 2026 |
| Hills Bank & Trust Co | History | No change | 4,055 | 180 | 0.01% | 0.01% | 996 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Copia Wealth Management | History | No change | 4,071 | 180 | 0.13% | 0.13% | 997 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 3,940 | 174 | 0.08% | 0.1% | 999 | -1,022 | -20.6% | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,837 | 170 | 0.01% | 0.01% | 1000 | -590 | -13.33% | Q4 2025 | Feb 06, 2026 |
| Orion Capital Management LLC | History | No change | 3,850 | 170 | 0.06% | 0.06% | 1001 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 3,815 | 169 | 0.17% | 0.07% | 1002 | +2,236 | 141.61% | Q4 2025 | Jan 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,691 | 163 | 0.0% | 0.0% | 1003 | -169 | -4.38% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 3,275 | 145 | 0.03% | 0.03% | 1004 | -562 | -14.65% | Q4 2025 | Feb 12, 2026 |
| Clearstead Trust, LLC | History | No change | 3,221 | 143 | 0.02% | 0.02% | 1005 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hoese & Co LLP | History | No change | 3,211 | 142 | 0.1% | 0.1% | 1006 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 3,215 | 142 | 0.07% | 0.07% | 1007 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Ancora Advisors LLC | History | Added to | 3,070 | 136 | 0.0% | 0.0% | 1008 | +1,600 | 108.84% | Q4 2025 | Feb 17, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 3,040 | 135 | 0.03% | 0.04% | 1009 | -1,027 | -25.25% | Q4 2025 | Feb 03, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,990 | 132 | 0.02% | 0.02% | 1010 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | History | No change | 2,927 | 129 | 0.0% | 0.0% | 1011 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 2,896 | 128 | 0.04% | 0.04% | 1012 | -16 | -0.55% | Q4 2025 | Feb 06, 2026 |
| Graney & King, LLC | History | Added to | 2,837 | 126 | 0.07% | 0.08% | 1013 | +20 | 0.71% | Q4 2025 | Feb 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 2,813 | 124 | 0.03% | 0.03% | 1014 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Addison Advisors LLC | History | No change | 2,780 | 123 | 0.03% | 0.03% | 1015 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,664 | 118 | 0.01% | 0.01% | 1017 | -668 | -20.05% | Q4 2025 | Jan 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 2,663 | 118 | 0.01% | 0.01% | 1016 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Front Row Advisors LLC | History | No change | 2,647 | 117 | 0.04% | 0.04% | 1018 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Abound Wealth Management | History | No change | 2,586 | 114 | 0.03% | 0.03% | 1019 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,304 | 102 | 0.01% | 0.01% | 1020 | +33 | 1.45% | Q4 2025 | Feb 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 2,223 | 101 | 0.0% | — | 1021 | +2,223 | New | Q4 2025 | Jan 15, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 2,270 | 100 | 0.09% | 0.08% | 1022 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kingdom Financial Group LLC. | History | New | 2,230 | 99 | 0.03% | — | 1024 | +2,230 | New | Q4 2025 | Feb 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 2,233 | 99 | 0.01% | 0.01% | 1023 | -926 | -29.31% | Q4 2025 | Feb 17, 2026 |
| Operose Advisors LLC | History | Added to | 2,186 | 97 | 0.02% | 0.02% | 1025 | +245 | 12.62% | Q4 2025 | Feb 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,184 | 96 | 0.0% | 0.0% | 1026 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 2,140 | 95 | 0.02% | 0.02% | 1028 | -66 | -2.99% | Q4 2025 | Feb 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 2,153 | 95 | 0.01% | 0.01% | 1027 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 2,111 | 93 | 0.08% | 0.08% | 1030 | -103 | -4.65% | Q4 2025 | Jan 26, 2026 |
| WealthCollab, LLC | History | No change | 2,100 | 93 | 0.04% | 0.04% | 1029 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 2,005 | 89 | 0.03% | 0.03% | 1031 | +33 | 1.67% | Q4 2025 | Feb 06, 2026 |
| Accent Capital Management, LLC | History | No change | 2,000 | 88 | 0.04% | 0.04% | 1032 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| American Capital Advisory, LLC | History | No change | 1,900 | 84 | 0.04% | 0.04% | 1033 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 1,888 | 83 | 0.07% | 0.19% | 1034 | -41,255 | -95.62% | Q4 2025 | Feb 06, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,817 | 80 | 0.0% | 0.0% | 1035 | +7 | 0.39% | Q4 2025 | Jan 30, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 1,800 | 79 | 0.04% | 0.04% | 1036 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,773 | 78 | 0.01% | — | 1038 | +1,773 | New | Q4 2025 | Feb 03, 2026 |
| First Command Advisory Services, Inc. | History | New | 1,766 | 78 | 0.0% | — | 1037 | +1,766 | New | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,751 | 77 | 0.0% | 0.0% | 1039 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,497 | 66 | 0.01% | — | 1041 | +1,497 | New | Q4 2025 | Feb 09, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 1,499 | 66 | 0.04% | 0.04% | 1040 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 1,461 | 64 | 0.06% | — | 1042 | +1,461 | New | Q4 2025 | Feb 17, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 1,459 | 64 | 0.03% | 0.01% | 1043 | +725 | 98.77% | Q4 2025 | Feb 18, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Reduced | 1,425 | 63 | 0.0% | 0.0% | 1044 | -100 | -6.56% | Q4 2025 | Feb 04, 2026 |
| Compass Financial Services Inc | History | Added to | 1,400 | 62 | 0.03% | 0.03% | 1045 | +13 | 0.94% | Q4 2025 | Feb 27, 2026 |
| Trust Co | History | New | 1,368 | 60 | 0.01% | — | 1046 | +1,368 | New | Q4 2025 | Jan 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,367 | 60 | 0.01% | 0.01% | 1047 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Covestor Ltd | History | Added to | 1,264 | 56 | 0.03% | 0.02% | 1048 | +273 | 27.55% | Q4 2025 | Feb 06, 2026 |
| ROGCO, LP | History | No change | 1,246 | 55 | 0.02% | 0.02% | 1049 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Tidemark, LLC | History | Reduced | 1,211 | 53 | 0.02% | 0.02% | 1051 | -63 | -4.95% | Q4 2025 | Feb 10, 2026 |
| Bare Financial Services, Inc | History | No change | 1,210 | 53 | 0.01% | 0.02% | 1050 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Navalign, LLC | History | New | 1,169 | 51 | 0.01% | — | 1052 | +1,169 | New | Q4 2025 | Feb 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,145 | 50 | 0.01% | 0.01% | 1053 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,122 | 49 | 0.0% | 0.0% | 1054 | +817 | 267.87% | Q4 2025 | Feb 17, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 1,113 | 49 | 0.03% | 0.03% | 1055 | +20 | 1.83% | Q4 2025 | Feb 13, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 1,123 | 49 | 0.02% | 0.01% | 1056 | +20 | 1.81% | Q4 2025 | Feb 03, 2026 |
| Crewe Advisors LLC | History | Added to | 1,081 | 48 | 0.0% | 0.0% | 1058 | +669 | 162.38% | Q4 2025 | Jan 16, 2026 |
| Stone House Investment Management, LLC | History | Added to | 1,087 | 48 | 0.01% | 0.01% | 1057 | +157 | 16.88% | Q4 2025 | Jan 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,064 | 47 | 0.01% | — | 1059 | +1,064 | New | Q4 2025 | Jan 27, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 1,056 | 46 | 0.01% | — | 1061 | +1,056 | New | Q4 2025 | Feb 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 1,040 | 46 | 0.01% | — | 1060 | +1,040 | New | Q4 2025 | Feb 10, 2026 |
| WPG Advisers, LLC | History | No change | 1,039 | 46 | 0.03% | 0.03% | 1062 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 919 | 40 | 0.02% | 0.02% | 1063 | +11 | 1.21% | Q4 2025 | Feb 09, 2026 |
| MilWealth Group LLC | History | No change | 851 | 37 | 0.01% | 0.01% | 1064 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Longview Financial Advisors LLC | History | No change | 850 | 37 | 0.02% | 0.02% | 1065 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Northwest Capital Management Inc | History | Reduced | 828 | 36 | 0.16% | 0.06% | 1066 | -575 | -40.98% | Q4 2025 | Jan 26, 2026 |
| BESSEMER GROUP INC | History | No change | 780 | 35 | 0.0% | 0.0% | 1067 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Hamrick Investment Counsel, llc | History | New | 785 | 34 | 0.03% | — | 1068 | +785 | New | Q4 2025 | Mar 31, 2026 |
| Woodside Wealth Management LLC | History | Added to | 723 | 32 | 0.02% | 0.02% | 1069 | +12 | 1.69% | Q4 2025 | Jan 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 689 | 30 | 0.0% | 0.0% | 1070 | +65 | 10.42% | Q4 2025 | Feb 23, 2026 |
| IMG Wealth Management, Inc. | History | No change | 689 | 30 | 0.02% | 0.02% | 1071 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 644 | 28 | 0.0% | — | 1072 | +644 | New | Q4 2025 | Jan 21, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 634 | 28 | 0.0% | 0.0% | 1073 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Rossby Financial, LCC | History | Added to | 618 | 27 | 0.01% | 0.01% | 1077 | +46 | 8.04% | Q4 2025 | Feb 12, 2026 |
| GGM Financials LLC | History | Added to | 621 | 27 | 0.01% | 0.01% | 1076 | +11 | 1.8% | Q4 2025 | Feb 04, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 628 | 27 | 0.01% | 0.01% | 1074 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 615 | 27 | 0.0% | 0.0% | 1075 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 544 | 24 | 0.0% | 0.0% | 1078 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 530 | 23 | 0.01% | 0.0% | 1081 | +500 | 1666.67% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 496 | 23 | 0.0% | 0.0% | 1080 | +124 | 33.33% | Q4 2025 | Feb 02, 2026 |
| Hanson & Doremus Investment Management | History | No change | 510 | 23 | 0.0% | 0.0% | 1079 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| New Millennium Group LLC | History | New | 517 | 22 | 0.01% | — | 1082 | +517 | New | Q4 2025 | Feb 06, 2026 |
| Ares Financial Consulting, LLC | History | New | 509 | 22 | 0.02% | — | 1085 | +509 | New | Q4 2025 | Jan 30, 2026 |
| Horizons Wealth Management | History | No change | 498 | 22 | 0.01% | 0.01% | 1083 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ORG Partners LLC | History | No change | 503 | 22 | 0.0% | 0.0% | 1084 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 482 | 21 | 0.01% | — | 1086 | +482 | New | Q4 2025 | Jan 20, 2026 |
| Miller Capital Partners, Inc. | History | New | 470 | 20 | 0.01% | — | 1088 | +470 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 469 | 20 | 0.0% | 0.0% | 1087 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 413 | 19 | 0.0% | 0.0% | 1090 | -198 | -32.41% | Q4 2025 | Jan 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 450 | 19 | 0.0% | 0.0% | 1089 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 438 | 19 | 0.01% | 0.01% | 1091 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BLUELINE ADVISORS LLC | History | New | 423 | 18 | 0.01% | — | 1093 | +423 | New | Q4 2025 | Feb 10, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 421 | 18 | 0.01% | 0.01% | 1092 | -1 | -0.24% | Q4 2025 | Jan 30, 2026 |
| Tower View Wealth Management LLC | History | Added to | 396 | 17 | 0.01% | 0.01% | 1094 | +7 | 1.8% | Q4 2025 | Jan 23, 2026 |
| Davis Capital Management | History | No change | 404 | 17 | 0.01% | 0.01% | 1095 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Laurel Wealth Advisors LLC | History | New | 382 | 16 | 0.0% | — | 1096 | +382 | New | Q4 2025 | Jan 30, 2026 |
| TSFG, LLC | History | No change | 370 | 16 | 0.0% | 0.0% | 1097 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Global Wealth Strategies & Associates | History | No change | 369 | 16 | 0.0% | 0.0% | 1098 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| PITTENGER & ANDERSON INC | History | New | 338 | 15 | 0.0% | — | 1099 | +338 | New | Q4 2025 | Feb 02, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 335 | 15 | 0.01% | — | 1102 | +335 | New | Q4 2025 | Feb 12, 2026 |
| Arlington Trust Co LLC | History | No change | 354 | 15 | 0.0% | 0.0% | 1100 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Topsail Wealth Management, LLC | History | No change | 349 | 15 | 0.0% | 0.0% | 1101 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Estate Planners Group, LLC | History | New | 277 | 12 | 0.01% | — | 1103 | +277 | New | Q4 2025 | Apr 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 251 | 11 | 0.0% | — | 1104 | +251 | New | Q4 2025 | Feb 13, 2026 |
| Pflug Koory, LLC | History | Added to | 264 | 11 | 0.01% | 0.01% | 1106 | +4 | 1.54% | Q4 2025 | Jan 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 259 | 11 | 0.0% | 0.0% | 1105 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Quaker Wealth Management, LLC | History | No change | 241 | 10 | 0.0% | 0.0% | 1107 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 243 | 10 | 0.01% | 0.01% | 1108 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TOWER TRUST & INVESTMENT Co | History | New | 216 | 9 | 0.01% | — | 1109 | +216 | New | Q4 2025 | Jan 21, 2026 |
| Oakworth Capital, Inc. | History | No change | 192 | 8 | 0.0% | 0.0% | 1110 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Anfield Capital Management, LLC | History | No change | 187 | 8 | 0.0% | 0.0% | 1111 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| UMB Bank, n.a. | History | New | 167 | 7 | 0.0% | — | 1112 | +167 | New | Q4 2025 | Feb 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 160 | 7 | 0.0% | 0.0% | 1113 | +3 | 1.91% | Q4 2025 | Jan 23, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 143 | 6 | 0.0% | 0.0% | 1114 | +3 | 2.14% | Q4 2025 | Feb 11, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 151 | 6 | 0.0% | 0.0% | 1115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Center for Financial Planning, Inc. | History | No change | 124 | 5 | 0.0% | 0.0% | 1116 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 117 | 5 | 0.0% | 0.0% | 1117 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 106 | 4 | 0.0% | — | 1123 | +106 | New | Q4 2025 | Feb 10, 2026 |
| Motiv8 Investments LLC | History | New | 88 | 4 | 0.0% | — | 1120 | +88 | New | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 102 | 4 | 0.0% | 0.0% | 1121 | +2 | 2.0% | Q4 2025 | Jan 27, 2026 |
| WINNOW WEALTH LLC | History | Added to | 104 | 4 | 0.0% | 0.0% | 1122 | +2 | 1.96% | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 95 | 4 | 0.0% | 0.0% | 1119 | +1 | 1.06% | Q4 2025 | Jan 23, 2026 |
| Darwin Wealth Management, LLC | History | No change | 111 | 4 | 0.0% | 0.0% | 1118 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 79 | 3 | 0.0% | 0.01% | 1126 | -266 | -77.1% | Q4 2025 | Feb 17, 2026 |
| POM Investment Strategies, LLC | History | New | 88 | 3 | 0.0% | — | 1125 | +88 | New | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | No change | 89 | 3 | 0.0% | 0.0% | 1124 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 42 | 2 | 0.0% | 0.0% | 1127 | -85 | -66.93% | Q4 2025 | Feb 09, 2026 |
| Security National Bank | History | New | 47 | 2 | 0.0% | — | 1128 | +47 | New | Q4 2025 | Feb 05, 2026 |
| MTM Investment Management, LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 1129 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Networth Advisors, LLC | History | New | 34 | 1 | 0.0% | — | 1134 | +34 | New | Q4 2025 | Jan 22, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 1130 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 1131 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 34 | 1 | 0.0% | 0.0% | 1132 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 37 | 1 | 0.0% | 0.0% | 1133 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 4.5% | — | -723,132 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 3.58% | — | -681,551 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Municipal Employees' Retirement System of Michigan | History | Closed out | 0 | 0 | — | 0.14% | — | -276,169 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TOWNSQUARE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.91% | — | -140,909 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.17% | — | -113,897 | -100.0% | Q3 2025 | Nov 06, 2025 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -96,763 | -100.0% | Q3 2025 | Oct 20, 2025 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.25% | — | -95,478 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TRUE Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.33% | — | -74,806 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.15% | — | -27,557 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,818 | -100.0% | Q3 2025 | Oct 14, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -13,403 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.22% | — | -12,271 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.05% | — | -11,781 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Closed out | 0 | 0 | — | 0.07% | — | -9,398 | -100.0% | Q3 2025 | Oct 29, 2025 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Closed out | 0 | 0 | — | 0.25% | — | -9,050 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,573 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Mittelman Wealth Management | History | Closed out | 0 | 0 | — | 0.24% | — | -8,409 | -100.0% | Q3 2025 | Nov 17, 2025 |
| FIDUCIARY TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -7,780 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MinichMacGregor Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,576 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Wealth Quarterback LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -7,469 | -100.0% | Q3 2025 | Oct 20, 2025 |
| King Wealth Management Group | History | Closed out | 0 | 0 | — | 0.04% | — | -6,657 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,633 | -100.0% | Q3 2025 | Oct 21, 2025 |
| IVC Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,374 | -100.0% | Q3 2025 | Oct 09, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -6,226 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Level Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -6,107 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Rockwood Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,636 | -100.0% | Q3 2025 | Oct 14, 2025 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,535 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Petros Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -5,508 | -100.0% | Q3 2025 | Oct 17, 2025 |
| AssuredPartners Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,417 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Perfromance Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,127 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Mustard Seed Financial, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,043 | -100.0% | Q3 2025 | Oct 20, 2025 |
| FORTRESS FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -5,027 | -100.0% | Q3 2025 | Nov 06, 2025 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,920 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,158 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -745 | -100.0% | Q3 2025 | Oct 15, 2025 |
| FAS Wealth Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -616 | -100.0% | Q3 2025 | Oct 29, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -410 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Caldwell Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -336 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -332 | -100.0% | Q3 2025 | Oct 16, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -207 | -100.0% | Q3 2025 | Oct 07, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -159 | -100.0% | Q3 2025 | Nov 07, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q3 2025 | Nov 04, 2025 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wilkerson Advisory Group LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Mar 04, 2026 |
| SITTNER & NELSON, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 11, 2026 |
| DecisionPoint Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 29, 2026 |
| Key Capital Management, INC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 26, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Decker Retirement Planning Inc. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| 10Elms LLP | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |