SPDR SERIES TRUST - SPYG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 40,220,777 | 4,291,556 | 1.17% | 1.19% | 1 | +1,042,128 | 2.66% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 17,287,655 | 1,844,592 | 3.49% | 3.59% | 2 | -705,297 | -3.92% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 16,219,528 | 1,730,623 | 0.1% | 0.05% | 3 | +7,939,766 | 95.89% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 14,387,316 | 1,535,126 | 0.19% | 0.18% | 4 | +159,304 | 1.12% | Q4 2025 | Mar 25, 2026 |
| Allworth Financial LP | History | New | 12,384,946 | 1,321,473 | 5.41% | — | 5 | +12,384,946 | New | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,183,332 | 1,193,261 | 0.35% | 0.33% | 6 | +200,994 | 1.83% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 10,307,593 | 1,098,955 | 0.25% | 0.24% | 7 | +392,991 | 3.96% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,768,335 | 615,481 | 0.04% | 0.03% | 8 | +258,138 | 4.68% | Q4 2025 | Feb 11, 2026 |
| Horizon Investments, LLC | History | Added to | 5,389,258 | 575,033 | 7.28% | 7.33% | 9 | +52,598 | 0.99% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 4,910,340 | 523,933 | 3.58% | 4.03% | 10 | -332,630 | -6.34% | Q4 2025 | Feb 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 4,661,198 | 497,349 | 6.13% | 6.27% | 11 | +16,182 | 0.35% | Q4 2025 | Jan 26, 2026 |
| HB Wealth Management, LLC | History | Added to | 4,781,932 | 489,308 | 3.16% | 3.25% | 12 | +12,568 | 0.26% | Q4 2025 | Jan 28, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 4,440,041 | 473,752 | 3.81% | 3.83% | 13 | -47,972 | -1.07% | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,030,332 | 430,036 | 0.13% | 0.13% | 14 | +60,096 | 1.51% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,018,317 | 428,754 | 0.03% | 0.02% | 15 | +638,185 | 18.88% | Q4 2025 | Feb 17, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 3,835,955 | 409,296 | 4.02% | 5.13% | 16 | +162,192 | 4.41% | Q4 2025 | Feb 10, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 3,690,972 | 393,826 | 8.69% | 9.13% | 17 | -137,421 | -3.59% | Q4 2025 | Jan 07, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 3,688,225 | 393,533 | 10.47% | 10.1% | 18 | +159,725 | 4.53% | Q4 2025 | Jan 22, 2026 |
| UBS Group AG | History | Reduced | 3,598,407 | 383,950 | 0.06% | 0.07% | 19 | -649,748 | -15.29% | Q4 2025 | Jan 29, 2026 |
| Advisory Alpha, LLC | History | Reduced | 3,498,263 | 373,270 | 10.16% | 10.36% | 20 | -39,818 | -1.13% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 3,098,659 | 330,626 | 0.36% | 0.39% | 21 | -97,256 | -3.04% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,944,495 | 314,177 | 0.06% | 0.06% | 22 | -32,462 | -1.09% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,942,685 | 313,984 | 1.8% | 2.01% | 23 | -67,734 | -2.25% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Added to | 2,843,217 | 303,371 | 0.82% | 0.87% | 24 | +69,065 | 2.49% | Q4 2025 | Jan 26, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 2,687,977 | 286,807 | 17.67% | 16.59% | 25 | +122,190 | 4.76% | Q4 2025 | Jan 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,662,065 | 284,042 | 0.38% | 0.34% | 26 | +252,327 | 10.47% | Q4 2025 | Feb 02, 2026 |
| Kestra Investment Management, LLC | History | Added to | 2,615,739 | 279,099 | 6.83% | 6.58% | 27 | +269,602 | 11.49% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,489,039 | 265,580 | 0.04% | — | 28 | +2,489,039 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,423,328 | 258,589 | 0.38% | 0.36% | 29 | -153,452 | -5.96% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,378,570 | 253,793 | 0.28% | 0.28% | 30 | +5,487 | 0.23% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,176,695 | 232,253 | 1.09% | 1.06% | 31 | +108,045 | 5.22% | Q4 2025 | Feb 17, 2026 |
| NorthRock Partners, LLC | History | Reduced | 2,095,412 | 223,580 | 3.77% | 4.03% | 32 | -37,780 | -1.77% | Q4 2025 | Feb 17, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 1,942,123 | 207,224 | 9.01% | 8.7% | 33 | +67,062 | 3.58% | Q4 2025 | Feb 12, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,845,611 | 196,926 | 2.09% | 2.16% | 34 | -52,772 | -2.78% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 1,837,377 | 196,048 | 0.01% | 0.01% | 35 | -14,877 | -0.8% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 1,732,133 | 184,818 | 0.44% | 0.52% | 36 | -306,653 | -15.04% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,729,269 | 184,514 | 0.17% | 0.1% | 37 | +673,790 | 63.84% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,625,592 | 173,450 | 0.23% | 0.22% | 38 | +5,714 | 0.35% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Reduced | 1,521,672 | 162,362 | 0.92% | 1.0% | 39 | -58,365 | -3.69% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,507,349 | 160,834 | 2.32% | 2.21% | 40 | +120,734 | 8.71% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 1,502,485 | 160,315 | 0.19% | 0.18% | 41 | +171,402 | 12.88% | Q4 2025 | Feb 13, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 1,473,080 | 157,177 | 14.43% | 12.81% | 42 | +173,361 | 13.34% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,466,667 | 156,493 | 5.46% | 5.78% | 43 | -55,886 | -3.67% | Q4 2025 | Jan 13, 2026 |
| Focused Wealth Management, Inc | History | Added to | 1,460,801 | 155,867 | 16.28% | 16.0% | 44 | +22,459 | 1.56% | Q4 2025 | Jan 29, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 1,356,785 | 144,768 | 10.62% | 9.92% | 45 | +255,660 | 23.22% | Q4 2025 | Feb 02, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,342,569 | 143,253 | 1.59% | 0.87% | 46 | +602,485 | 81.41% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,263,714 | 134,838 | 0.09% | 0.09% | 47 | -78,717 | -5.86% | Q4 2025 | Feb 10, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 1,255,269 | 133,937 | 2.23% | 2.19% | 48 | +31,526 | 2.58% | Q4 2025 | Jan 28, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,204,708 | 129,482 | 0.16% | 0.15% | 49 | -32,962 | -2.66% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,186,882 | 128,301 | 5.98% | 3.76% | 50 | +586,645 | 97.74% | Q4 2025 | Feb 03, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 1,172,094 | 125,062 | 4.17% | 4.21% | 51 | -2,558 | -0.22% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,105,609 | 117,968 | 0.29% | 0.28% | 52 | +84,989 | 8.33% | Q4 2025 | Feb 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 1,104,283 | 117,827 | 11.25% | 10.89% | 53 | +57,478 | 5.49% | Q4 2025 | Jan 23, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 997,415 | 106,424 | 0.65% | 0.67% | 54 | -18,869 | -1.86% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 994,160 | 106,076 | 0.81% | 0.8% | 55 | +90,614 | 10.03% | Q4 2025 | Jan 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 983,706 | 104,961 | 1.59% | 1.63% | 56 | -4,144 | -0.42% | Q4 2025 | Jan 22, 2026 |
| KWB Wealth | History | Reduced | 982,199 | 104,800 | 9.93% | 10.87% | 57 | -49,709 | -4.82% | Q4 2025 | Jan 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 969,914 | 103,489 | 6.1% | 6.2% | 58 | +97,973 | 11.24% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 929,551 | 99,183 | 0.8% | 0.85% | 59 | +115,303 | 14.16% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 885,327 | 93,844 | 0.13% | 0.14% | 60 | +59,711 | 7.23% | Q4 2025 | Mar 09, 2026 |
| Black Swift Group, LLC | History | Added to | 813,751 | 93,688 | 15.62% | 14.87% | 61 | +6,288 | 0.78% | Q4 2025 | Feb 10, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 869,548 | 92,780 | 7.11% | 8.38% | 62 | +69,554 | 8.69% | Q4 2025 | Jan 27, 2026 |
| Compton Financial Group, LLC | History | Reduced | 852,783 | 90,991 | 20.6% | 21.82% | 63 | -14,051 | -1.62% | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 847,510 | 90,429 | 0.15% | 0.11% | 64 | +245,944 | 40.88% | Q4 2025 | Feb 12, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 819,440 | 87,434 | 12.16% | 12.42% | 65 | -10,876 | -1.31% | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 791,024 | 84,402 | 1.0% | 0.92% | 66 | -188,554 | -19.25% | Q4 2025 | Feb 13, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 763,821 | 81,499 | 16.36% | 15.46% | 67 | +57,349 | 8.12% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 745,120 | 79,504 | 0.33% | 0.3% | 68 | +123,645 | 19.9% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 724,675 | 77,322 | 0.06% | 0.06% | 69 | -11,919 | -1.62% | Q4 2025 | Feb 17, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 722,548 | 77,095 | 0.54% | 0.55% | 70 | -7,182 | -0.98% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 717,778 | 76,586 | 0.27% | 0.29% | 71 | -22,862 | -3.09% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 715,960 | 76,393 | 0.2% | 0.2% | 72 | +2,256 | 0.32% | Q4 2025 | Feb 05, 2026 |
| Composition Wealth, LLC | History | Reduced | 674,231 | 71,940 | 1.03% | 1.11% | 73 | -34,714 | -4.9% | Q4 2025 | Feb 02, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 668,534 | 71,332 | 21.82% | 22.77% | 74 | -6,305 | -0.93% | Q4 2025 | Feb 12, 2026 |
| Klingman & Associates, LLC | History | Reduced | 666,209 | 71,084 | 3.43% | 3.61% | 75 | -18,741 | -2.74% | Q4 2025 | Jan 29, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 619,961 | 66,149 | 10.37% | 10.92% | 76 | +800 | 0.13% | Q4 2025 | Jan 28, 2026 |
| RFG Advisory, LLC | History | Reduced | 595,542 | 63,544 | 1.2% | 1.37% | 77 | -37,904 | -5.98% | Q4 2025 | Feb 03, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 585,065 | 63,356 | 4.27% | 12.54% | 78 | -953,384 | -61.97% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 590,931 | 63,052 | 0.04% | 0.03% | 79 | +117,777 | 24.89% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 583,434 | 62,252 | 1.51% | 1.48% | 80 | +24,056 | 4.3% | Q4 2025 | Feb 17, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Added to | 579,137 | 61,793 | 5.54% | 5.3% | 81 | +2,158 | 0.37% | Q4 2025 | Jan 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 551,537 | 59,422 | 0.08% | 0.09% | 82 | -3,573 | -0.64% | Q4 2025 | Jan 08, 2026 |
| Convergence Financial, LLC | History | Added to | 542,690 | 57,905 | 8.45% | 8.5% | 83 | +1,155 | 0.21% | Q4 2025 | Feb 11, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 538,799 | 57,489 | 7.46% | 7.39% | 84 | +34,644 | 6.87% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 537,327 | 57,332 | 0.46% | 0.47% | 85 | +43,107 | 8.72% | Q4 2025 | Jan 26, 2026 |
| COURIER CAPITAL LLC | History | Added to | 515,922 | 55,048 | 3.09% | 3.0% | 86 | +14,887 | 2.97% | Q4 2025 | Jan 29, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 512,845 | 54,720 | 0.82% | 0.44% | 87 | +219,542 | 74.85% | Q4 2025 | Jan 05, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Reduced | 502,853 | 53,654 | 23.99% | 26.62% | 88 | -62,058 | -10.99% | Q4 2025 | Feb 04, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 499,979 | 53,348 | 4.21% | 4.41% | 89 | -12,394 | -2.42% | Q4 2025 | Feb 17, 2026 |
| CGN Advisors LLC | History | Reduced | 489,110 | 52,188 | 4.13% | 4.25% | 90 | -5,819 | -1.18% | Q4 2025 | Jan 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 482,080 | 51,718 | 0.09% | 0.08% | 91 | +97,890 | 25.48% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 471,522 | 50,311 | 0.37% | 0.39% | 92 | -5,508 | -1.15% | Q4 2025 | Feb 12, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 467,832 | 49,917 | 5.05% | 5.14% | 93 | -8,951 | -1.88% | Q4 2025 | Jan 22, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 443,113 | 47,280 | 1.76% | 0.78% | 94 | +328,644 | 287.1% | Q4 2025 | Feb 04, 2026 |
| TRUEFG, LLC | History | Reduced | 442,944 | 47,262 | 12.68% | 12.95% | 95 | -5,739 | -1.28% | Q4 2025 | Jan 21, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 434,944 | 46,408 | 1.93% | 1.87% | 96 | +17,649 | 4.23% | Q4 2025 | Feb 13, 2026 |
| 71 West Capital Partners | History | New | 428,347 | 45,704 | 2.1% | — | 97 | +428,347 | New | Q4 2025 | Feb 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 423,033 | 45,137 | 0.61% | 0.56% | 98 | +34,611 | 8.91% | Q4 2025 | Jan 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 417,190 | 44,514 | 0.1% | 0.12% | 99 | -66,761 | -13.79% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 400,791 | 42,764 | 0.53% | 0.53% | 100 | +13,220 | 3.41% | Q4 2025 | Jan 29, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Added to | 399,911 | 42,670 | 8.06% | 8.04% | 101 | +5,395 | 1.37% | Q4 2025 | Feb 04, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 397,094 | 42,369 | 5.9% | 6.0% | 102 | -16,701 | -4.04% | Q4 2025 | Jan 26, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 394,930 | 42,138 | 3.03% | 3.19% | 103 | -15,497 | -3.78% | Q4 2025 | Feb 10, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 382,010 | 40,760 | 3.78% | 3.71% | 104 | +8,936 | 2.4% | Q4 2025 | Feb 10, 2026 |
| ERn Financial, LLC | History | Reduced | 380,325 | 40,580 | 7.63% | 8.28% | 105 | -20,875 | -5.2% | Q4 2025 | Jan 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 378,665 | 40,403 | 0.02% | 0.01% | 106 | +274,585 | 263.82% | Q4 2025 | Mar 20, 2026 |
| Western Wealth Management, LLC | History | Added to | 377,223 | 40,249 | 1.85% | 2.03% | 107 | +9,231 | 2.51% | Q4 2025 | Feb 05, 2026 |
| Destiny Capital Corp/CO | History | Added to | 374,844 | 39,995 | 20.58% | 21.01% | 108 | +6,075 | 1.65% | Q4 2025 | Jan 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 371,648 | 39,654 | 0.28% | 0.27% | 109 | +12,937 | 3.61% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 371,105 | 39,596 | 0.45% | 0.52% | 110 | -48,223 | -11.5% | Q4 2025 | Jan 20, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 359,459 | 38,354 | 20.58% | 20.88% | 111 | -10,400 | -2.81% | Q4 2025 | Feb 23, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 353,198 | 37,686 | 8.37% | 2.45% | 112 | +251,181 | 246.21% | Q4 2025 | Jan 13, 2026 |
| Keystone Financial Group | History | Added to | 349,716 | 37,314 | 2.76% | 2.76% | 113 | +4,525 | 1.31% | Q4 2025 | Feb 06, 2026 |
| Whitcomb & Hess, Inc. | History | Reduced | 344,627 | 37,254 | 8.79% | 9.92% | 114 | -24,559 | -6.65% | Q4 2025 | Jan 14, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 346,339 | 36,954 | 7.48% | 7.42% | 115 | +9,055 | 2.68% | Q4 2025 | Jan 21, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 341,218 | 36,407 | 5.92% | 6.07% | 116 | -5,299 | -1.53% | Q4 2025 | Jan 07, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 340,414 | 36,322 | 5.75% | 6.66% | 117 | -52,136 | -13.28% | Q4 2025 | Feb 02, 2026 |
| Redwood Investment Management, LLC | History | Added to | 335,597 | 35,808 | 4.02% | 3.78% | 118 | +1,723 | 0.52% | Q4 2025 | Feb 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 333,846 | 35,621 | 3.98% | 4.11% | 119 | -4,946 | -1.46% | Q4 2025 | Jan 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 333,328 | 35,566 | 0.68% | 0.69% | 120 | +2,819 | 0.85% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | Added to | 333,250 | 35,557 | 0.63% | 0.68% | 121 | +11,141 | 3.46% | Q4 2025 | Jan 13, 2026 |
| Retirement Management Systems Inc. | History | New | 330,730 | 35,288 | 9.03% | — | 122 | +330,730 | New | Q4 2025 | Feb 12, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 329,429 | 35,150 | 16.65% | 16.97% | 123 | +7,944 | 2.47% | Q4 2025 | Jan 29, 2026 |
| Roberts Financial Services LLC | History | Added to | 328,574 | 35,058 | 11.01% | 11.04% | 124 | +1,377 | 0.42% | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 326,689 | 34,857 | 0.85% | 0.85% | 125 | +7,306 | 2.29% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 326,379 | 34,824 | 0.13% | 0.15% | 126 | +654 | 0.2% | Q4 2025 | Feb 18, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 326,086 | 34,793 | 15.66% | 15.37% | 127 | +12,565 | 4.01% | Q4 2025 | Feb 02, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 325,181 | 34,696 | 1.31% | 1.27% | 128 | +10,201 | 3.24% | Q4 2025 | Feb 17, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 324,838 | 34,660 | 11.58% | 12.04% | 129 | +3,095 | 0.96% | Q4 2025 | Feb 03, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 317,021 | 33,826 | 7.13% | 0.44% | 130 | +298,243 | 1588.26% | Q4 2025 | Jan 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 315,806 | 33,696 | 2.1% | 2.37% | 131 | +1,389 | 0.44% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 311,953 | 33,285 | 0.38% | 0.54% | 132 | +10,618 | 3.52% | Q4 2025 | Jan 29, 2026 |
| Drake & Associates, LLC | History | Added to | 310,642 | 33,145 | 6.6% | 6.39% | 133 | +25,452 | 8.92% | Q4 2025 | Feb 23, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 307,526 | 32,991 | 1.04% | 1.02% | 134 | +26,512 | 9.43% | Q4 2025 | Jan 23, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 305,082 | 32,924 | 6.36% | 6.29% | 135 | -2,208 | -0.72% | Q4 2025 | Jan 12, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 303,626 | 32,396 | 11.97% | 12.27% | 136 | -87,583 | -22.39% | Q4 2025 | Jan 22, 2026 |
| Sargent Investment Group, LLC | History | Added to | 297,599 | 31,753 | 3.98% | 3.07% | 137 | +91,409 | 44.33% | Q4 2025 | Feb 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 296,343 | 31,619 | 1.89% | 1.44% | 138 | +58,670 | 24.69% | Q4 2025 | Jan 20, 2026 |
| Summit Financial, LLC | History | Added to | 281,920 | 30,080 | 0.44% | 0.4% | 139 | +31,817 | 12.72% | Q4 2025 | Feb 13, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 279,293 | 29,982 | 4.03% | 4.12% | 140 | -45,391 | -13.98% | Q4 2025 | Feb 11, 2026 |
| Eagle Strategies LLC | History | Reduced | 276,403 | 29,492 | 3.77% | 3.92% | 141 | -3,703 | -1.32% | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | Added to | 275,295 | 29,374 | 0.88% | 0.86% | 142 | +4,286 | 1.58% | Q4 2025 | Feb 02, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 271,266 | 28,944 | 2.43% | 2.4% | 143 | +7,067 | 2.67% | Q4 2025 | Feb 03, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 268,270 | 28,624 | 2.34% | 2.4% | 144 | +2,655 | 1.0% | Q4 2025 | Jan 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 267,120 | 28,501 | 0.44% | 0.44% | 145 | +12,984 | 5.11% | Q4 2025 | Feb 12, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 266,594 | 28,445 | 11.01% | 13.4% | 146 | -53,932 | -16.83% | Q4 2025 | Feb 17, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 255,149 | 27,224 | 2.93% | 2.77% | 147 | +2,191 | 0.87% | Q4 2025 | Feb 17, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 252,467 | 26,972 | 0.17% | 0.16% | 148 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 252,160 | 26,905 | 2.08% | 1.83% | 149 | +3,398 | 1.37% | Q4 2025 | Jan 23, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 251,429 | 26,827 | 0.0% | 0.01% | 150 | -175,226 | -41.07% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Added to | 250,986 | 26,780 | 0.0% | 0.0% | 151 | +201,698 | 409.22% | Q4 2025 | Feb 17, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 256,059 | 26,770 | 9.8% | 10.24% | 152 | +7,984 | 3.22% | Q4 2025 | Jan 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 250,812 | 26,761 | 3.28% | 3.32% | 153 | -35,445 | -12.38% | Q4 2025 | Jan 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 249,706 | 26,643 | 0.05% | 0.03% | 154 | +119,920 | 92.4% | Q4 2025 | Mar 16, 2026 |
| Focus Partners Wealth | History | Added to | 249,316 | 26,601 | 0.03% | 0.03% | 155 | +90,026 | 56.52% | Q4 2025 | Feb 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 248,951 | 26,563 | 0.93% | 0.85% | 156 | +27,302 | 12.32% | Q4 2025 | Jan 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 246,777 | 26,331 | 0.08% | 0.07% | 157 | +22,491 | 10.03% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 242,693 | 25,895 | 0.0% | 0.0% | 158 | +41,962 | 20.9% | Q4 2025 | Feb 17, 2026 |
| JNBA Financial Advisors | History | Reduced | 240,445 | 25,655 | 2.24% | 2.31% | 159 | -2,728 | -1.12% | Q4 2025 | Jan 26, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 237,252 | 25,314 | 11.07% | 1.25% | 160 | +210,450 | 785.2% | Q4 2025 | Jan 15, 2026 |
| Three Cord True Wealth Management, LLC | History | Reduced | 236,886 | 25,275 | 14.7% | 17.31% | 161 | -7,864 | -3.21% | Q4 2025 | Feb 05, 2026 |
| Brookstone Capital Management | History | Reduced | 236,381 | 25,221 | 0.29% | 0.32% | 162 | -19,231 | -7.52% | Q4 2025 | Jan 15, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 235,496 | 25,127 | 3.19% | 1.49% | 163 | +131,605 | 126.68% | Q4 2025 | Feb 03, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 233,321 | 24,895 | 1.89% | 1.83% | 164 | +16,090 | 7.41% | Q4 2025 | Jan 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 231,958 | 24,749 | 0.3% | 0.31% | 165 | -1,052 | -0.45% | Q4 2025 | Jan 21, 2026 |
| VICUS CAPITAL | History | Added to | 231,179 | 24,666 | 1.85% | 1.82% | 166 | +3,492 | 1.53% | Q4 2025 | Jan 22, 2026 |
| GM Advisory Group, LLC | History | Added to | 229,921 | 24,532 | 0.96% | 0.88% | 167 | +30,843 | 15.49% | Q4 2025 | Feb 13, 2026 |
| Choice Wealth Advisors, LLC | History | Reduced | 229,856 | 24,525 | 9.7% | 10.56% | 168 | -5,932 | -2.52% | Q4 2025 | Jan 08, 2026 |
| Capital Analysts, LLC | History | Added to | 228,240 | 24,353 | 0.74% | 0.65% | 169 | +13,483 | 6.28% | Q4 2025 | Feb 11, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 227,294 | 24,252 | 12.03% | 12.12% | 170 | +4,169 | 1.87% | Q4 2025 | Jan 22, 2026 |
| TLWM | History | New | 224,775 | 23,983 | 4.39% | — | 171 | +224,775 | New | Q4 2025 | Jan 12, 2026 |
| BIP Wealth, LLC | History | Added to | 224,019 | 23,902 | 0.84% | 0.93% | 172 | +44,345 | 24.68% | Q4 2025 | Jan 21, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 223,453 | 23,842 | 3.82% | 6.53% | 173 | -165,655 | -42.57% | Q4 2025 | Feb 09, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 222,488 | 23,739 | 3.69% | 3.42% | 174 | -471 | -0.21% | Q4 2025 | Feb 04, 2026 |
| Fortitude Financial, LLC | History | New | 222,375 | 23,727 | 20.13% | — | 175 | +222,375 | New | Q4 2025 | Jan 27, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 220,853 | 23,565 | 2.72% | 3.08% | 176 | -11,232 | -4.84% | Q4 2025 | Feb 17, 2026 |
| BCS Wealth Management | History | Added to | 220,563 | 23,534 | 2.38% | 2.56% | 177 | +111,925 | 103.03% | Q4 2025 | Jan 26, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 220,020 | 23,476 | 8.37% | 7.58% | 178 | +2,553 | 1.17% | Q4 2025 | Feb 03, 2026 |
| Marathon Mission, Inc. | History | Added to | 219,665 | 23,438 | 13.56% | 13.69% | 179 | +144 | 0.07% | Q4 2025 | Jan 05, 2026 |
| Concord Wealth Partners | History | Added to | 219,265 | 23,395 | 3.04% | 3.09% | 180 | +4,829 | 2.25% | Q4 2025 | Jan 29, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Reduced | 218,371 | 23,300 | 9.98% | 10.8% | 181 | -943 | -0.43% | Q4 2025 | Jan 21, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 218,034 | 23,264 | 11.65% | 11.7% | 182 | -4,414 | -1.98% | Q4 2025 | Feb 09, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 214,368 | 22,873 | 8.05% | 10.35% | 183 | -91,746 | -29.97% | Q4 2025 | Jan 30, 2026 |
| Annex Advisory Services, LLC | History | Added to | 212,889 | 22,715 | 0.43% | 0.01% | 184 | +206,376 | 3168.68% | Q4 2025 | Jan 26, 2026 |
| Portside Wealth Group, LLC | History | Added to | 208,802 | 22,279 | 3.0% | 2.75% | 185 | +17,545 | 9.17% | Q4 2025 | Jan 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 208,767 | 22,275 | 0.06% | 0.08% | 186 | -23,590 | -10.15% | Q4 2025 | Jan 26, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 208,389 | 22,235 | 11.8% | — | 187 | +208,389 | New | Q4 2025 | Feb 13, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 207,357 | 22,124 | 10.07% | 10.33% | 188 | +106 | 0.05% | Q4 2025 | Jan 12, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 207,074 | 22,094 | 3.83% | 3.88% | 189 | +2,927 | 1.43% | Q4 2025 | Jan 29, 2026 |
| Investors Research Corp | History | Added to | 205,901 | 21,969 | 4.02% | 3.88% | 190 | +5,182 | 2.58% | Q4 2025 | Jan 06, 2026 |
| Hofer & Associates. Inc | History | Added to | 205,058 | 21,879 | 11.59% | 12.23% | 191 | +703 | 0.34% | Q4 2025 | Jan 15, 2026 |
| Collier Financial | History | Reduced | 202,641 | 21,621 | 16.24% | 17.81% | 192 | -23,914 | -10.56% | Q4 2025 | Feb 12, 2026 |
| Advisors Capital Management, LLC | History | Added to | 201,783 | 21,530 | 0.25% | 0.21% | 193 | +36,336 | 21.96% | Q4 2025 | Jan 29, 2026 |
| Modern Wealth Management, LLC | History | Added to | 200,954 | 21,441 | 0.39% | 0.41% | 194 | +4,800 | 2.45% | Q4 2025 | Feb 17, 2026 |
| Stonebrook Private Inc. | History | Added to | 200,329 | 21,375 | 4.47% | 1.33% | 195 | +141,528 | 240.69% | Q4 2025 | Feb 11, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 198,722 | 21,203 | 0.87% | 0.87% | 196 | -336 | -0.17% | Q4 2025 | Jan 27, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 198,607 | 21,191 | 0.59% | 0.6% | 197 | -3,436 | -1.7% | Q4 2025 | Jan 20, 2026 |
| Tower Wealth Partners, Inc. | History | Reduced | 197,262 | 21,047 | 11.57% | 11.51% | 198 | -3,287 | -1.64% | Q4 2025 | Jan 16, 2026 |
| Harbor Group, Inc. | History | Added to | 192,812 | 20,573 | 3.08% | 3.19% | 199 | +533 | 0.28% | Q4 2025 | Jan 12, 2026 |
| IFG Advisory, LLC | History | Added to | 191,899 | 20,475 | 0.89% | 0.75% | 200 | +34,713 | 22.08% | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 191,404 | 20,422 | 0.15% | 0.16% | 201 | -4,690 | -2.39% | Q4 2025 | Feb 12, 2026 |
| Tempo Wealth, LLC | History | New | 185,004 | 19,739 | 3.52% | — | 202 | +185,004 | New | Q4 2025 | Feb 25, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 184,861 | 19,724 | 2.06% | 2.2% | 203 | +5,281 | 2.94% | Q4 2025 | Feb 13, 2026 |
| Navalign, LLC | History | Reduced | 179,426 | 19,144 | 4.7% | 5.18% | 204 | -8,574 | -4.56% | Q4 2025 | Feb 05, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 183,995 | 19,133 | 5.38% | 5.16% | 205 | +22,585 | 13.99% | Q4 2025 | Feb 09, 2026 |
| Optas, LLC | History | Reduced | 178,210 | 19,015 | 2.97% | 3.36% | 206 | -10,958 | -5.79% | Q4 2025 | Jan 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 174,580 | 18,628 | 0.85% | 0.85% | 207 | +661 | 0.38% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 174,070 | 18,573 | 0.03% | 0.03% | 208 | -29,600 | -14.53% | Q4 2025 | Feb 12, 2026 |
| Gibbs Wealth Management | History | Reduced | 168,316 | 18,164 | 4.39% | 4.17% | 209 | -8,179 | -4.63% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 170,110 | 18,150 | 0.94% | 0.91% | 210 | +11,773 | 7.44% | Q4 2025 | Feb 05, 2026 |
| Diligent Investors, LLC | History | Reduced | 169,010 | 18,033 | 4.44% | 4.63% | 211 | -6,284 | -3.58% | Q4 2025 | Jan 23, 2026 |
| Trilogy Capital Inc. | History | Added to | 168,263 | 17,953 | 0.8% | 0.81% | 212 | +94 | 0.06% | Q4 2025 | Jan 22, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 162,821 | 17,600 | 16.33% | — | 213 | +162,821 | New | Q4 2025 | Feb 18, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 159,390 | 17,006 | 3.95% | 3.21% | 214 | -549 | -0.34% | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 154,950 | 16,533 | 3.18% | 3.12% | 215 | +3,847 | 2.55% | Q4 2025 | Feb 13, 2026 |
| PECAUT & CO. | History | Reduced | 154,790 | 16,516 | 5.33% | 5.39% | 216 | -5,718 | -3.56% | Q4 2025 | Feb 10, 2026 |
| WIN ADVISORS, INC | History | Added to | 154,627 | 16,498 | 7.0% | 2.34% | 217 | +108,689 | 236.6% | Q4 2025 | Feb 04, 2026 |
| M&T BANK CORP | History | Added to | 154,523 | 16,487 | 0.05% | 0.05% | 218 | +369 | 0.24% | Q4 2025 | Jan 30, 2026 |
| Foguth Wealth Management, LLC. | History | New | 152,437 | 16,272 | 2.52% | — | 219 | +152,437 | New | Q4 2025 | Jan 05, 2026 |
| Lido Advisors, LLC | History | Added to | 153,641 | 16,177 | 0.05% | 0.04% | 220 | +30,516 | 24.78% | Q4 2025 | Feb 10, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 150,637 | 16,072 | 3.14% | 3.37% | 221 | -3,564 | -2.31% | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 148,137 | 15,806 | 0.39% | 0.43% | 222 | -9,692 | -6.14% | Q4 2025 | Feb 09, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 145,630 | 15,652 | 0.02% | 0.02% | 223 | +51,840 | 55.27% | Q4 2025 | Feb 13, 2026 |
| Magnus Financial Group LLC | History | Reduced | 146,446 | 15,625 | 1.19% | 1.26% | 224 | -6,109 | -4.0% | Q4 2025 | Jan 07, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 146,315 | 15,611 | 1.74% | 1.85% | 225 | -3,096 | -2.07% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 145,104 | 15,482 | 0.02% | 0.01% | 226 | +71,298 | 96.6% | Q4 2025 | Feb 11, 2026 |
| Probity Advisors, Inc. | History | Added to | 144,776 | 15,447 | 2.47% | 2.27% | 227 | +10,931 | 8.17% | Q4 2025 | Jan 27, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 143,175 | 15,276 | 5.1% | 6.54% | 228 | -24,829 | -14.78% | Q4 2025 | Feb 06, 2026 |
| Ascent Group, LLC | History | Reduced | 142,671 | 15,222 | 0.52% | 0.55% | 229 | -4,801 | -3.26% | Q4 2025 | Jan 20, 2026 |
| Hilltop Partners LLC | History | Added to | 142,661 | 15,221 | 3.92% | 4.05% | 230 | +12,887 | 9.93% | Q4 2025 | Feb 10, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 144,334 | 15,149 | 6.71% | 7.84% | 231 | -10,355 | -6.69% | Q4 2025 | Feb 09, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 141,848 | 15,135 | 8.24% | 10.26% | 232 | -45,248 | -24.18% | Q4 2025 | Jan 28, 2026 |
| Benchmark Financial, LLC | History | New | 141,202 | 15,066 | 15.02% | — | 233 | +141,202 | New | Q4 2025 | Jan 27, 2026 |
| One Capital Management, LLC | History | Reduced | 140,748 | 15,017 | 0.45% | 0.48% | 234 | -3,127 | -2.17% | Q4 2025 | Feb 10, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 140,643 | 15,006 | 6.36% | 6.16% | 235 | +3,780 | 2.76% | Q4 2025 | Jan 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 139,162 | 14,848 | 0.54% | 0.69% | 236 | -1,712 | -1.22% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 137,970 | 14,721 | 0.08% | 0.12% | 237 | -127,237 | -47.98% | Q4 2025 | Jan 29, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 137,692 | 14,691 | 6.73% | 6.63% | 238 | -2,638 | -1.88% | Q4 2025 | Feb 09, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 137,486 | 14,669 | 3.88% | 4.37% | 239 | -12,730 | -8.47% | Q4 2025 | Jan 14, 2026 |
| Avestar Capital, LLC | History | Reduced | 136,638 | 14,579 | 0.94% | 1.07% | 240 | -20,364 | -12.97% | Q4 2025 | Feb 10, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 136,524 | 14,567 | 0.51% | 5.48% | 241 | -1,390,781 | -91.06% | Q4 2025 | Feb 13, 2026 |
| POM Investment Strategies, LLC | History | Added to | 135,833 | 14,493 | 7.45% | 7.37% | 242 | +6,020 | 4.64% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 133,501 | 14,348 | 0.97% | 0.88% | 243 | +20,423 | 18.06% | Q4 2025 | Jan 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 133,874 | 14,284 | 0.93% | 0.87% | 244 | +11,786 | 9.65% | Q4 2025 | Jan 23, 2026 |
| CBM Financial, LLC | History | New | 132,335 | 13,765 | 9.35% | — | 245 | +132,335 | New | Q4 2025 | Feb 19, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 128,537 | 13,714 | 10.67% | — | 246 | +128,537 | New | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 127,147 | 13,566 | 0.5% | 0.48% | 247 | +12,207 | 10.62% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 127,064 | 13,558 | 0.11% | 0.09% | 248 | +11,585 | 10.03% | Q4 2025 | Jan 05, 2026 |
| Stone Wealth Partners | History | New | 126,943 | 13,544 | 12.06% | — | 249 | +126,943 | New | Q4 2025 | Feb 24, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 126,200 | 13,465 | 0.0% | 0.0% | 250 | +1,500 | 1.2% | Q4 2025 | Feb 17, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 125,978 | 13,441 | 4.73% | 4.73% | 251 | +1,549 | 1.24% | Q4 2025 | Feb 17, 2026 |
| Independent Wealth Network Inc. | History | Added to | 124,250 | 13,257 | 4.05% | 4.08% | 252 | +2,820 | 2.32% | Q4 2025 | Jan 26, 2026 |
| Sequent Asset Management, LLC | History | Added to | 124,201 | 13,253 | 5.89% | 5.95% | 253 | +4,418 | 3.69% | Q4 2025 | Feb 10, 2026 |
| TAGStone Capital, Inc. | History | Added to | 123,803 | 13,209 | 4.92% | 4.78% | 254 | +8,255 | 7.14% | Q4 2025 | Feb 10, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 123,625 | 13,190 | 1.65% | 1.59% | 255 | -139 | -0.11% | Q4 2025 | Jan 29, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 122,901 | 13,113 | 2.43% | 2.45% | 256 | +4,452 | 3.76% | Q4 2025 | Feb 13, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 121,581 | 12,972 | 3.96% | 4.07% | 257 | -544 | -0.45% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 120,989 | 12,909 | 0.25% | 0.25% | 258 | +4,163 | 3.56% | Q4 2025 | Jan 14, 2026 |
| Carnegie Investment Counsel | History | Added to | 120,894 | 12,899 | 0.24% | 0.24% | 259 | +1,490 | 1.25% | Q4 2025 | Jan 23, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 120,034 | 12,807 | 0.31% | 0.32% | 260 | -5,493 | -4.38% | Q4 2025 | Feb 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 118,560 | 12,650 | 0.38% | 0.37% | 261 | +5,078 | 4.47% | Q4 2025 | Jan 16, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 117,529 | 12,540 | 2.77% | 2.88% | 262 | -1,365 | -1.15% | Q4 2025 | Feb 04, 2026 |
| Synergy Investment Management, LLC | History | Added to | 116,001 | 12,377 | 4.38% | 4.2% | 263 | +10,675 | 10.14% | Q4 2025 | Feb 06, 2026 |
| Petix & Botte Co | History | Added to | 115,021 | 12,273 | 2.78% | 2.41% | 264 | +15,101 | 15.11% | Q4 2025 | Feb 05, 2026 |
| GenWealth Group, Inc. | History | Added to | 113,443 | 12,222 | 2.08% | 2.18% | 265 | +1,261 | 1.12% | Q4 2025 | Jan 12, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 113,593 | 12,120 | 4.73% | 5.1% | 266 | -1,269 | -1.1% | Q4 2025 | Feb 02, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 113,386 | 12,098 | 0.64% | 0.5% | 267 | +27,777 | 32.45% | Q4 2025 | Feb 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 113,033 | 12,060 | 0.02% | 0.02% | 268 | +6,255 | 5.86% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 112,493 | 12,003 | 0.0% | 0.0% | 269 | +109,422 | 3563.07% | Q4 2025 | Feb 12, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 111,892 | 11,938 | 6.93% | 6.95% | 270 | -674 | -0.6% | Q4 2025 | Jan 27, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 111,357 | 11,881 | 4.19% | 4.79% | 271 | -1,844 | -1.63% | Q4 2025 | Feb 09, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 109,863 | 11,782 | 1.98% | 2.0% | 272 | +2,458 | 2.29% | Q4 2025 | Feb 06, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 109,799 | 11,715 | 6.61% | 6.62% | 273 | -1,971 | -1.76% | Q4 2025 | Feb 02, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 109,340 | 11,666 | 1.35% | 1.42% | 274 | -3,584 | -3.17% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 108,716 | 11,599 | 0.21% | 0.27% | 275 | -7,466 | -6.43% | Q4 2025 | Feb 06, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 107,810 | 11,503 | 1.59% | 1.75% | 276 | -741 | -0.68% | Q4 2025 | Jan 09, 2026 |
| Elite Financial, Inc. | History | Reduced | 106,846 | 11,400 | 5.19% | 5.35% | 277 | -1,652 | -1.52% | Q4 2025 | Feb 12, 2026 |
| Sanchez Wealth Management Group | History | Reduced | 106,143 | 11,325 | 2.42% | 3.06% | 278 | -25,875 | -19.6% | Q4 2025 | Feb 04, 2026 |
| Sterling Manor Financial, LLC | History | Reduced | 105,767 | 11,285 | 7.04% | 7.03% | 279 | -946 | -0.89% | Q4 2025 | Jan 07, 2026 |
| Atria Investments, Inc | History | Added to | 105,597 | 11,267 | 0.13% | 0.12% | 280 | +2,317 | 2.24% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 104,937 | 11,196 | 0.23% | 0.24% | 281 | +2,780 | 2.72% | Q4 2025 | Feb 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 104,840 | 11,186 | 0.19% | 0.12% | 282 | +50,093 | 91.5% | Q4 2025 | Feb 19, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 104,059 | 11,103 | 4.13% | 3.81% | 283 | +12,118 | 13.18% | Q4 2025 | Jan 21, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 103,378 | 11,030 | 8.95% | 9.28% | 284 | -5,666 | -5.2% | Q4 2025 | Jan 29, 2026 |
| Breachway Investments LLC | History | New | 102,862 | 10,975 | 11.57% | — | 285 | +102,862 | New | Q4 2025 | Jan 27, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 102,350 | 10,920 | 4.63% | 6.01% | 286 | -24,584 | -19.37% | Q4 2025 | Jan 07, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 101,718 | 10,853 | 4.87% | 4.8% | 287 | +1,339 | 1.33% | Q4 2025 | Jan 15, 2026 |
| NewSquare Capital LLC | History | Reduced | 101,231 | 10,801 | 0.95% | 1.04% | 288 | -45,332 | -30.93% | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | Reduced | 99,308 | 10,596 | 0.76% | 0.9% | 289 | -2,962 | -2.9% | Q4 2025 | Jan 29, 2026 |
| Able Wealth Management LLC | History | Added to | 98,885 | 10,550 | 3.34% | 3.07% | 290 | +20,834 | 26.69% | Q4 2025 | Jan 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 98,671 | 10,528 | 0.27% | 0.25% | 291 | +8,450 | 9.37% | Q4 2025 | Jan 23, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 98,308 | 10,489 | 0.7% | 0.7% | 292 | -2,802 | -2.77% | Q4 2025 | Jan 27, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 97,670 | 10,421 | 1.07% | 1.12% | 293 | -5,255 | -5.11% | Q4 2025 | Jan 27, 2026 |
| Oxinas Partners, LLC | History | Reduced | 97,636 | 10,417 | 5.01% | 5.5% | 294 | -594 | -0.6% | Q4 2025 | Jan 26, 2026 |
| Aureum Wealth Management, LLC | History | New | 96,576 | 10,304 | 9.56% | — | 295 | +96,576 | New | Q4 2025 | Jan 28, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 95,758 | 10,217 | 0.08% | 0.05% | 296 | +1,605 | 1.7% | Q4 2025 | Feb 13, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 94,661 | 10,100 | 1.35% | — | 297 | +94,661 | New | Q4 2025 | Feb 10, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 94,548 | 10,088 | 0.36% | 0.25% | 298 | +31,383 | 49.68% | Q4 2025 | Feb 04, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 94,395 | 10,071 | 1.37% | 1.41% | 299 | -2,941 | -3.02% | Q4 2025 | Feb 13, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 94,117 | 10,042 | 5.05% | 5.26% | 300 | -2,358 | -2.44% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 92,826 | 9,977 | 0.38% | 0.51% | 301 | +13,689 | 17.3% | Q4 2025 | Feb 13, 2026 |
| United Advisor Group, LLC | History | Added to | 91,844 | 9,799 | 1.22% | 1.27% | 302 | +1,770 | 1.97% | Q4 2025 | Jan 26, 2026 |
| WRAPMANAGER INC | History | Reduced | 91,569 | 9,770 | 3.3% | 3.56% | 303 | -19,159 | -17.3% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 90,589 | 9,665 | 0.01% | 0.0% | 304 | +24,514 | 37.1% | Q4 2025 | Feb 17, 2026 |
| Compass Financial Group, Inc. | History | Added to | 90,581 | 9,664 | 4.27% | 4.1% | 305 | +3,227 | 3.69% | Q4 2025 | Feb 05, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 90,198 | 9,624 | 2.9% | 2.95% | 306 | +1 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Apollon Financial, LLC | History | Reduced | 89,660 | 9,566 | 1.39% | 1.62% | 307 | -3,489 | -3.75% | Q4 2025 | Jan 22, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 89,533 | 9,553 | 0.76% | 0.72% | 308 | +7,265 | 8.83% | Q4 2025 | Feb 04, 2026 |
| LifePlan Financial, LLC | History | Reduced | 89,196 | 9,517 | 7.3% | 7.51% | 309 | -1,487 | -1.64% | Q4 2025 | Jan 20, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 89,099 | 9,506 | 5.86% | 5.5% | 310 | +6,950 | 8.46% | Q4 2025 | Jan 07, 2026 |
| Graney & King, LLC | History | Added to | 88,802 | 9,475 | 5.54% | 5.38% | 311 | +14,450 | 19.43% | Q4 2025 | Feb 13, 2026 |
| Asset One Wealth Management LLC | History | New | 87,697 | 9,438 | 1.29% | — | 312 | +87,697 | New | Q4 2025 | Feb 17, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 87,756 | 9,363 | 0.95% | 0.97% | 313 | -316 | -0.36% | Q4 2025 | Jan 20, 2026 |
| Founders Capital Management | History | Added to | 87,639 | 9,351 | 4.86% | 4.84% | 314 | +269 | 0.31% | Q4 2025 | Jan 15, 2026 |
| 1ST SOURCE BANK | History | Reduced | 87,244 | 9,308 | 0.49% | 0.5% | 315 | -3,664 | -4.03% | Q4 2025 | Feb 05, 2026 |
| SFAM, LLC | History | New | 87,018 | 9,284 | 8.49% | — | 316 | +87,018 | New | Q4 2025 | Feb 12, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 85,669 | 9,221 | 5.77% | 5.74% | 317 | -720 | -0.83% | Q4 2025 | Jan 28, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 84,830 | 9,051 | 3.01% | 3.17% | 318 | -558 | -0.65% | Q4 2025 | Jan 27, 2026 |
| World Investment Advisors | History | Added to | 84,798 | 9,047 | 0.15% | 0.11% | 319 | +32,632 | 62.55% | Q4 2025 | Mar 12, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 84,088 | 9,010 | 0.8% | 0.79% | 320 | +668 | 0.8% | Q4 2025 | Jan 28, 2026 |
| Breakwater Capital Group | History | Reduced | 84,396 | 9,005 | 1.26% | 1.53% | 321 | -14,986 | -15.08% | Q4 2025 | Jan 09, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 83,106 | 8,867 | 0.54% | 0.96% | 322 | -63,753 | -43.41% | Q4 2025 | Feb 13, 2026 |
| Financial Council, LLC | History | Reduced | 82,094 | 8,759 | 3.5% | 3.82% | 323 | -350 | -0.42% | Q4 2025 | Feb 05, 2026 |
| Marion Wealth Management | History | Added to | 80,835 | 8,645 | 1.92% | 1.99% | 324 | +440 | 0.55% | Q4 2025 | Jan 26, 2026 |
| Venture Visionary Partners LLC | History | Added to | 80,613 | 8,601 | 0.28% | 0.28% | 325 | +3,705 | 4.82% | Q4 2025 | Feb 13, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 80,456 | 8,584 | 1.21% | 1.34% | 326 | -3,955 | -4.69% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 80,351 | 8,573 | 0.75% | 0.79% | 327 | -5,734 | -6.66% | Q4 2025 | Jan 26, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 78,086 | 8,332 | 0.66% | 0.77% | 328 | -1,978 | -2.47% | Q4 2025 | Feb 11, 2026 |
| Macco Financial Group, Inc. | History | New | 77,894 | 8,311 | 7.14% | — | 329 | +77,894 | New | Q4 2025 | Feb 24, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 77,620 | 8,282 | 0.53% | 0.55% | 330 | -1,670 | -2.11% | Q4 2025 | Feb 05, 2026 |
| Key FInancial Inc | History | Reduced | 77,454 | 8,264 | 1.51% | 1.61% | 331 | -5,716 | -6.87% | Q4 2025 | Feb 09, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 76,620 | 8,175 | 0.17% | 0.11% | 332 | +32,031 | 71.84% | Q4 2025 | Feb 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 76,221 | 8,132 | 0.01% | 0.01% | 333 | +3,230 | 4.43% | Q4 2025 | Feb 18, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 76,063 | 8,115 | 0.98% | 1.05% | 334 | -3,887 | -4.86% | Q4 2025 | Jan 08, 2026 |
| TritonPoint Partners, LLC | History | New | 74,949 | 7,997 | 4.27% | — | 335 | +74,949 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 74,167 | 7,913 | 0.84% | 0.83% | 336 | +2,605 | 3.64% | Q4 2025 | Feb 13, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 74,022 | 7,898 | 3.36% | 3.59% | 337 | -5,691 | -7.14% | Q4 2025 | Jan 15, 2026 |
| City Center Advisors, LLC | History | Added to | 73,882 | 7,883 | 7.25% | 7.18% | 338 | +3,218 | 4.55% | Q4 2025 | Jan 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 71,904 | 7,672 | 0.01% | 0.01% | 339 | +3,252 | 4.74% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | Added to | 71,267 | 7,604 | 1.14% | 1.14% | 340 | +2,380 | 3.45% | Q4 2025 | Feb 04, 2026 |
| Mutual Advisors, LLC | History | Reduced | 71,199 | 7,596 | 0.16% | 0.17% | 341 | -1,112 | -1.54% | Q4 2025 | Feb 02, 2026 |
| Jackson Wealth Management, LLC | History | New | 71,119 | 7,588 | 0.74% | — | 342 | +71,119 | New | Q4 2025 | Jan 20, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 71,089 | 7,580 | 0.21% | 0.39% | 343 | +11,448 | 19.19% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 70,900 | 7,565 | 0.0% | 0.0% | 344 | -12,300 | -14.78% | Q4 2025 | Feb 12, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 70,813 | 7,555 | 2.22% | 2.27% | 345 | +1,090 | 1.56% | Q4 2025 | Jan 21, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 70,384 | 7,509 | 0.14% | 0.13% | 346 | +145 | 0.21% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 70,063 | 7,475 | 0.04% | — | 347 | +70,063 | New | Q4 2025 | Feb 18, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 70,000 | 7,469 | 0.23% | 0.24% | 348 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 69,890 | 7,457 | 0.11% | 0.09% | 349 | -1,002 | -1.41% | Q4 2025 | Feb 02, 2026 |
| Advisor OS, LLC | History | Added to | 69,505 | 7,416 | 0.6% | 0.41% | 350 | +23,521 | 51.15% | Q4 2025 | Feb 04, 2026 |
| Oak Harvest Investment Services | History | Reduced | 69,018 | 7,364 | 0.8% | 0.91% | 351 | -5,859 | -7.82% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 68,608 | 7,320 | 0.08% | 0.11% | 352 | -3,357 | -4.66% | Q4 2025 | Jan 23, 2026 |
| Auour Investments LLC | History | Reduced | 68,478 | 7,306 | 2.32% | 2.57% | 353 | -7,019 | -9.3% | Q4 2025 | Jan 12, 2026 |
| One Day In July LLC | History | Reduced | 68,340 | 7,291 | 0.6% | 0.6% | 354 | -75 | -0.11% | Q4 2025 | Feb 04, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 68,229 | 7,280 | 0.35% | 0.39% | 355 | -9,382 | -12.09% | Q4 2025 | Jan 20, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 68,131 | 7,269 | 0.62% | 0.68% | 356 | -5,683 | -7.7% | Q4 2025 | Jan 21, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 68,096 | 7,265 | 2.6% | 2.65% | 357 | -550 | -0.8% | Q4 2025 | Feb 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 66,653 | 7,111 | 0.85% | 0.92% | 358 | -2,262 | -3.28% | Q4 2025 | Jan 26, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 66,493 | 7,094 | 0.22% | 0.24% | 359 | -3,564 | -5.09% | Q4 2025 | Jan 06, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 66,407 | 7,085 | 2.12% | 1.71% | 360 | +15,616 | 30.75% | Q4 2025 | Feb 11, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 65,888 | 7,030 | 2.49% | 2.55% | 361 | -387 | -0.58% | Q4 2025 | Feb 13, 2026 |
| DAGCO, INC. | History | Added to | 65,761 | 7,016 | 1.62% | 1.52% | 362 | +8,033 | 13.92% | Q4 2025 | Jan 08, 2026 |
| Wealth Watch Advisors, INC | History | Reduced | 64,903 | 6,925 | 2.57% | 2.87% | 363 | -1,870 | -2.8% | Q4 2025 | Feb 17, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 64,143 | 6,844 | 6.21% | 6.12% | 364 | +1,818 | 2.92% | Q4 2025 | Feb 05, 2026 |
| PSI Advisors, LLC | History | Reduced | 63,842 | 6,811 | 1.71% | 1.91% | 365 | -7,032 | -9.92% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Added to | 63,240 | 6,747 | 0.03% | 0.02% | 366 | +2,733 | 4.52% | Q4 2025 | Jan 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 62,601 | 6,679 | 0.05% | 0.05% | 367 | +1,132 | 1.84% | Q4 2025 | Feb 18, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 62,351 | 6,652 | 4.16% | 5.23% | 368 | -785 | -1.24% | Q4 2025 | Jan 30, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 61,958 | 6,610 | 2.91% | 2.78% | 369 | +3,530 | 6.04% | Q4 2025 | Feb 04, 2026 |
| Chatterton & Associates Inc. | History | New | 61,532 | 6,565 | 5.62% | — | 370 | +61,532 | New | Q4 2025 | Jan 20, 2026 |
| ASSETMARK, INC | History | Reduced | 60,991 | 6,507 | 0.01% | 0.03% | 371 | -52,861 | -46.43% | Q4 2025 | Jan 23, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 60,402 | 6,444 | 3.21% | 3.23% | 372 | -1,527 | -2.47% | Q4 2025 | Jan 30, 2026 |
| BURNEY CO/ | History | Reduced | 59,821 | 6,382 | 0.2% | 0.21% | 373 | -1,998 | -3.23% | Q4 2025 | Jan 23, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 59,295 | 6,326 | 3.9% | 3.94% | 374 | -620 | -1.03% | Q4 2025 | Jan 14, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 58,399 | 6,302 | 3.35% | 3.17% | 375 | -11,590 | -16.56% | Q4 2025 | Jan 13, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 57,999 | 6,188 | 0.69% | 0.79% | 376 | +2,182 | 3.91% | Q4 2025 | Feb 11, 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | History | Added to | 57,657 | 6,151 | 2.04% | 2.22% | 377 | +2,238 | 4.04% | Q4 2025 | Jan 27, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 57,109 | 6,093 | 0.91% | 0.92% | 378 | -1,343 | -2.3% | Q4 2025 | Feb 12, 2026 |
| PALLADIEM, LLC | History | New | 56,408 | 6,061 | 5.75% | — | 379 | +56,408 | New | Q4 2025 | Feb 11, 2026 |
| Asset Management Group, Inc. | History | Reduced | 55,961 | 5,971 | 0.97% | 0.96% | 380 | -174 | -0.31% | Q4 2025 | Feb 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 55,582 | 5,930 | 1.57% | 1.95% | 381 | -13,476 | -19.51% | Q4 2025 | Feb 10, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 55,289 | 5,899 | 3.44% | 3.75% | 382 | -6,225 | -10.12% | Q4 2025 | Jan 22, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 54,761 | 5,843 | 1.71% | — | 383 | +54,761 | New | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 53,886 | 5,749 | 1.55% | 2.31% | 384 | +930 | 1.76% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 53,755 | 5,735 | 0.39% | 0.16% | 385 | +30,659 | 132.75% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 53,509 | 5,709 | 0.03% | 0.03% | 386 | -1,502 | -2.73% | Q4 2025 | Feb 12, 2026 |
| Stone Summit Wealth LLC | History | Added to | 52,507 | 5,602 | 1.52% | 1.38% | 387 | +5,910 | 12.68% | Q4 2025 | Jan 27, 2026 |
| Gotham Asset Management, LLC | History | New | 52,300 | 5,580 | 0.02% | — | 388 | +52,300 | New | Q4 2025 | Feb 17, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 52,059 | 5,554 | 1.62% | 1.65% | 389 | -1,275 | -2.39% | Q4 2025 | Feb 09, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 51,760 | 5,522 | 0.16% | 0.15% | 390 | +3,960 | 8.28% | Q4 2025 | Jan 23, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 51,735 | 5,520 | 1.71% | 1.76% | 391 | -1,331 | -2.51% | Q4 2025 | Jan 22, 2026 |
| GoalVest Advisory LLC | History | Reduced | 51,410 | 5,485 | 1.05% | 1.2% | 392 | -2,825 | -5.21% | Q4 2025 | Jan 05, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 51,251 | 5,468 | 3.92% | 2.62% | 393 | +20,838 | 68.52% | Q4 2025 | Feb 10, 2026 |
| Faithward Advisors, LLC | History | Added to | 51,109 | 5,453 | 0.8% | 0.77% | 394 | +1,735 | 3.51% | Q4 2025 | Feb 17, 2026 |
| MidFirst Bank | History | New | 51,067 | 5,448 | 0.43% | — | 395 | +51,067 | New | Q4 2025 | Feb 25, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 51,017 | 5,443 | 4.45% | 4.51% | 396 | -179 | -0.35% | Q4 2025 | Feb 03, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 50,947 | 5,436 | 1.52% | 1.24% | 397 | +9,053 | 21.61% | Q4 2025 | Feb 02, 2026 |
| Davidson Capital Management Inc. | History | New | 50,909 | 5,431 | 1.18% | — | 398 | +50,909 | New | Q4 2025 | Jan 28, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 50,775 | 5,417 | 1.21% | 2.98% | 399 | -137,770 | -73.07% | Q4 2025 | Feb 11, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 50,255 | 5,362 | 0.37% | 0.36% | 400 | +2,788 | 5.87% | Q4 2025 | Jan 16, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 50,205 | 5,356 | 3.19% | 2.88% | 401 | +8,920 | 21.61% | Q4 2025 | Feb 04, 2026 |
| Bawa N Mallick Trust | History | No change | 50,000 | 5,335 | 1.98% | 1.98% | 402 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 50,000 | 5,334 | 4.02% | 4.38% | 403 | +2,986 | 6.35% | Q4 2025 | Jan 20, 2026 |
| PAX Financial Group, LLC | History | Reduced | 49,130 | 5,242 | 0.9% | 1.01% | 404 | -4,387 | -8.2% | Q4 2025 | Feb 05, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 48,831 | 5,210 | 3.19% | 3.01% | 405 | +3,765 | 8.35% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 48,698 | 5,196 | 0.0% | 0.0% | 406 | +29,784 | 157.47% | Q4 2025 | Feb 06, 2026 |
| Uptown Financial Advisors LLC | History | Reduced | 48,337 | 5,157 | 3.69% | 4.26% | 407 | -1,152 | -2.33% | Q4 2025 | Jan 23, 2026 |
| Compass Financial Services Inc | History | Added to | 47,943 | 5,115 | 2.2% | 2.01% | 408 | +4,561 | 10.51% | Q4 2025 | Feb 27, 2026 |
| &PARTNERS | History | Added to | 47,718 | 5,091 | 0.03% | 0.02% | 409 | +16,778 | 54.23% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 47,102 | 5,025 | 0.03% | 0.04% | 410 | -5,219 | -9.97% | Q4 2025 | Feb 17, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 46,657 | 4,978 | 2.05% | 2.02% | 411 | +822 | 1.79% | Q4 2025 | Jan 12, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 46,495 | 4,960 | 1.63% | 1.67% | 412 | -425 | -0.91% | Q4 2025 | Feb 05, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 45,791 | 4,885 | 0.31% | 0.35% | 413 | -4,211 | -8.42% | Q4 2025 | Feb 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 45,617 | 4,867 | 0.03% | 0.01% | 414 | +32,480 | 247.24% | Q4 2025 | Feb 09, 2026 |
| JDM Financial Group LLC | History | Reduced | 45,234 | 4,826 | 1.87% | 2.0% | 415 | -468 | -1.02% | Q4 2025 | Feb 02, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 44,845 | 4,784 | 1.14% | 1.36% | 416 | -7,391 | -14.15% | Q4 2025 | Jan 22, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 44,613 | 4,760 | 0.7% | 0.75% | 417 | -2,967 | -6.24% | Q4 2025 | Feb 04, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 44,545 | 4,753 | 3.04% | 3.71% | 418 | -7,443 | -14.32% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 44,532 | 4,751 | 0.14% | 0.15% | 419 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Group, LLC | History | Reduced | 44,428 | 4,740 | 2.27% | 2.36% | 420 | -874 | -1.93% | Q4 2025 | Jan 12, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 44,368 | 4,734 | 2.02% | 1.78% | 421 | +6,575 | 17.4% | Q4 2025 | Jan 26, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 44,290 | 4,725 | 1.56% | 1.7% | 422 | -2,966 | -6.28% | Q4 2025 | Feb 05, 2026 |
| Rothschild Wealth LLC | History | Added to | 44,243 | 4,720 | 0.45% | 0.2% | 423 | +35,403 | 400.49% | Q4 2025 | Feb 17, 2026 |
| Boulder Wealth Advisors, LLC | History | Added to | 44,216 | 4,717 | 1.99% | 2.03% | 424 | +2,437 | 5.83% | Q4 2025 | Feb 05, 2026 |
| Aventus Investment Advisors, Inc. | History | Added to | 44,193 | 4,715 | 3.82% | 3.82% | 425 | +1,307 | 3.05% | Q4 2025 | Jan 14, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 44,185 | 4,714 | 1.86% | 1.78% | 426 | +581 | 1.33% | Q4 2025 | Feb 03, 2026 |
| Nvest Financial, LLC | History | Added to | 44,109 | 4,706 | 1.96% | 1.97% | 427 | +11,228 | 34.15% | Q4 2025 | Feb 10, 2026 |
| Continuum Advisory, LLC | History | Added to | 44,054 | 4,700 | 0.47% | 0.48% | 428 | +1,036 | 2.41% | Q4 2025 | Feb 11, 2026 |
| Westwood Wealth Management | History | New | 43,544 | 4,646 | 3.49% | — | 429 | +43,544 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 43,544 | 4,646 | 3.49% | 3.73% | 430 | -1,511 | -3.35% | Q4 2025 | Jan 13, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 43,456 | 4,636 | 1.28% | 0.98% | 431 | -399 | -0.91% | Q4 2025 | Feb 12, 2026 |
| GREENWOOD GEARHART INC | History | Reduced | 43,308 | 4,620 | 0.25% | 0.32% | 432 | -10,580 | -19.63% | Q4 2025 | Feb 04, 2026 |
| Betterment LLC | History | Reduced | 43,102 | 4,599 | 0.01% | 0.01% | 433 | -1,301 | -2.93% | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 43,097 | 4,598 | 0.15% | 0.19% | 434 | +3,330 | 8.37% | Q4 2025 | Jan 20, 2026 |
| Partners in Financial Planning | History | Added to | 42,929 | 4,580 | 0.78% | 0.77% | 435 | +148 | 0.35% | Q4 2025 | Feb 02, 2026 |
| American Trust | History | Reduced | 42,713 | 4,557 | 0.38% | 0.38% | 436 | -21 | -0.05% | Q4 2025 | Feb 17, 2026 |
| Cannon Wealth Management Services, LLC | History | Reduced | 42,691 | 4,555 | 3.22% | 3.68% | 437 | -3,801 | -8.18% | Q4 2025 | Jan 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 42,651 | 4,550 | 0.06% | 0.01% | 438 | +36,168 | 557.89% | Q4 2025 | Feb 17, 2026 |
| NORDEN GROUP LLC | History | Reduced | 42,634 | 4,549 | 0.45% | 0.47% | 439 | -1,397 | -3.17% | Q4 2025 | Jan 13, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 41,993 | 4,480 | 1.17% | 1.26% | 440 | -1,264 | -2.92% | Q4 2025 | Jan 26, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 41,930 | 4,473 | 0.05% | 0.05% | 441 | -824 | -1.93% | Q4 2025 | Jan 21, 2026 |
| Inspire Advisors, LLC | History | Added to | 41,781 | 4,458 | 0.41% | 0.39% | 442 | +2,985 | 7.69% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 41,738 | 4,453 | 0.01% | 0.01% | 443 | -4,126 | -9.0% | Q4 2025 | Jan 30, 2026 |
| RDA Financial Network | History | Reduced | 41,640 | 4,442 | 1.07% | 1.1% | 444 | -856 | -2.01% | Q4 2025 | Jan 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 41,050 | 4,380 | 0.02% | 0.03% | 445 | -616 | -1.48% | Q4 2025 | Feb 03, 2026 |
| MBL Wealth, LLC | History | Added to | 40,756 | 4,348 | 0.35% | 0.36% | 446 | +1,084 | 2.73% | Q4 2025 | Jan 21, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 40,604 | 4,332 | 2.45% | 2.31% | 447 | +5,472 | 15.58% | Q4 2025 | Feb 03, 2026 |
| AGH Wealth Advisors, LLC | History | Added to | 40,579 | 4,331 | 3.25% | 3.08% | 448 | +324 | 0.8% | Q4 2025 | Feb 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 40,424 | 4,313 | 0.07% | 0.04% | 449 | +20,394 | 101.82% | Q4 2025 | Jan 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 39,995 | 4,267 | 0.09% | 0.09% | 450 | -2,283 | -5.4% | Q4 2025 | Feb 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 39,950 | 4,262 | 0.06% | 0.07% | 451 | -3,659 | -8.39% | Q4 2025 | Feb 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 39,476 | 4,212 | 0.24% | 0.23% | 452 | +3,329 | 9.21% | Q4 2025 | Feb 04, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | New | 39,249 | 4,187 | 0.6% | — | 453 | +39,249 | New | Q4 2025 | Jan 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 38,644 | 4,123 | 2.3% | 0.01% | 454 | +38,556 | 43813.64% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 38,349 | 4,091 | 0.2% | 0.12% | 455 | +19,534 | 103.82% | Q4 2025 | Jan 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 38,289 | 4,085 | 0.19% | 0.19% | 456 | +194 | 0.51% | Q4 2025 | Feb 13, 2026 |
| Cooper Financial Group | History | Reduced | 38,273 | 4,083 | 0.43% | 0.58% | 457 | -12,170 | -24.13% | Q4 2025 | Jan 08, 2026 |
| Idaho Trust Co | History | Reduced | 38,087 | 4,063 | 1.35% | 1.61% | 458 | -7,542 | -16.53% | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 38,024 | 4,057 | 0.02% | 0.02% | 459 | +1,566 | 4.3% | Q4 2025 | Feb 11, 2026 |
| WealthShield Partners, LLC | History | Reduced | 37,957 | 4,050 | 0.45% | 0.48% | 460 | -2,400 | -5.95% | Q4 2025 | Feb 03, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 37,488 | 3,999 | 0.3% | 0.25% | 461 | +11,188 | 42.54% | Q4 2025 | Jan 28, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 37,278 | 3,977 | 0.0% | 0.0% | 462 | +6,091 | 19.53% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 37,196 | 3,968 | 0.01% | 0.01% | 463 | +11,841 | 46.7% | Q4 2025 | Feb 17, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 37,063 | 3,954 | 1.13% | 1.31% | 464 | -3,814 | -9.33% | Q4 2025 | Feb 10, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 36,087 | 3,850 | 0.92% | 0.91% | 465 | +914 | 2.6% | Q4 2025 | Jan 26, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 36,004 | 3,841 | 0.82% | 1.27% | 467 | +207 | 0.58% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 36,007 | 3,841 | 0.09% | 0.1% | 466 | +34 | 0.09% | Q4 2025 | Feb 06, 2026 |
| Cavalier Investments, LLC | History | Reduced | 35,780 | 3,817 | 0.2% | 2.05% | 468 | -4,954 | -12.16% | Q4 2025 | Feb 13, 2026 |
| Clear Retirement Advice LLC | History | New | 36,322 | 3,777 | 2.94% | — | 469 | +36,322 | New | Q4 2025 | Feb 24, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 35,329 | 3,769 | 1.49% | 1.59% | 470 | -1,835 | -4.94% | Q4 2025 | Jan 15, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 35,138 | 3,749 | 0.22% | 0.19% | 471 | -6,940 | -16.49% | Q4 2025 | Jan 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 69,400 | 3,728 | 0.09% | 0.14% | 472 | -1,665 | -2.34% | Q4 2025 | Feb 11, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 34,846 | 3,718 | 0.32% | 0.32% | 473 | -222 | -0.63% | Q4 2025 | Jan 21, 2026 |
| VestGen Advisors, LLC | History | Reduced | 34,435 | 3,674 | 0.16% | 0.79% | 474 | -191,550 | -84.76% | Q4 2025 | Feb 17, 2026 |
| RKL Wealth Management LLC | History | Added to | 34,360 | 3,666 | 0.3% | 0.3% | 475 | +635 | 1.88% | Q4 2025 | Feb 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 33,905 | 3,617 | 0.16% | 0.1% | 476 | +14,017 | 70.48% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 33,785 | 3,604 | 0.61% | 0.62% | 477 | -1,050 | -3.01% | Q4 2025 | Jan 27, 2026 |
| Larson Financial Group LLC | History | Added to | 33,713 | 3,597 | 0.12% | 0.12% | 478 | +96 | 0.29% | Q4 2025 | Feb 06, 2026 |
| EVERPAR ADVISORS LLC | History | New | 33,467 | 3,570 | 1.32% | — | 479 | +33,467 | New | Q4 2025 | Jan 07, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 33,265 | 3,549 | 0.22% | 0.22% | 480 | +29 | 0.09% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 33,185 | 3,540 | 0.01% | 0.01% | 481 | -2,625 | -7.33% | Q4 2025 | Feb 17, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 32,825 | 3,502 | 0.86% | 0.87% | 482 | -129 | -0.39% | Q4 2025 | Feb 09, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 32,629 | 3,481 | 0.08% | 0.08% | 483 | +388 | 1.2% | Q4 2025 | Feb 04, 2026 |
| XY Planning Network, Inc. | History | New | 32,440 | 3,461 | 0.6% | — | 484 | +32,440 | New | Q4 2025 | Jan 26, 2026 |
| Marietta Wealth Management, LLC | History | No change | 32,297 | 3,446 | 0.4% | 0.41% | 485 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 32,066 | 3,429 | 0.08% | 0.09% | 486 | +2,162 | 7.23% | Q4 2025 | Jan 28, 2026 |
| Balefire, LLC | History | Added to | 32,033 | 3,417 | 0.67% | 0.58% | 487 | +4,196 | 15.07% | Q4 2025 | Jan 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 31,541 | 3,365 | 0.36% | 0.41% | 488 | -4,689 | -12.94% | Q4 2025 | Feb 18, 2026 |
| Pinnacle Wealth Management, LLC | History | Reduced | 31,282 | 3,337 | 2.25% | 2.21% | 489 | -67 | -0.21% | Q4 2025 | Jan 15, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 31,140 | 3,322 | 2.23% | 2.33% | 490 | -1,377 | -4.23% | Q4 2025 | Feb 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 31,106 | 3,319 | 0.56% | 0.58% | 491 | -265 | -0.84% | Q4 2025 | Feb 10, 2026 |
| SkyOak Wealth, LLC | History | Added to | 31,086 | 3,316 | 0.6% | 0.57% | 492 | +2,076 | 7.16% | Q4 2025 | Feb 05, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 30,589 | 3,263 | 2.45% | 6.79% | 493 | -53,381 | -63.57% | Q4 2025 | Jan 23, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 29,927 | 3,193 | 3.33% | 3.29% | 494 | +1,115 | 3.87% | Q4 2025 | Feb 13, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 29,909 | 3,191 | 0.69% | 0.92% | 495 | -7,471 | -19.99% | Q4 2025 | Feb 02, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 29,896 | 3,189 | 0.25% | 0.28% | 496 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Caprock Group, LLC | History | Reduced | 29,760 | 3,175 | 0.07% | 0.07% | 497 | -459 | -1.52% | Q4 2025 | Jan 28, 2026 |
| Keudell/Morrison Wealth Management | History | New | 29,726 | 3,171 | 0.67% | — | 498 | +29,726 | New | Q4 2025 | Feb 06, 2026 |
| ESL Trust Services, LLC | History | Reduced | 29,513 | 3,149 | 0.6% | 12.79% | 499 | -594,084 | -95.27% | Q4 2025 | Feb 10, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 29,006 | 3,117 | 0.31% | 0.46% | 500 | -12,740 | -30.52% | Q4 2025 | Feb 17, 2026 |
| Towne Trust Company, N.A | History | Added to | 29,147 | 3,109 | 0.97% | 0.39% | 501 | +17,516 | 150.6% | Q4 2025 | Jan 26, 2026 |
| Shum Financial Group, Inc. | History | Reduced | 29,105 | 3,105 | 2.24% | 2.28% | 502 | -98 | -0.34% | Q4 2025 | Jan 15, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 28,899 | 3,083 | 1.16% | 1.29% | 503 | -2,163 | -6.96% | Q4 2025 | Feb 04, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 28,874 | 3,080 | 0.39% | 0.36% | 504 | +4,724 | 19.56% | Q4 2025 | Jan 15, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Reduced | 28,648 | 3,056 | 1.82% | 1.98% | 505 | -1,918 | -6.27% | Q4 2025 | Jan 21, 2026 |
| Wrenne Financial Planning LLC | History | Reduced | 28,560 | 3,047 | 1.24% | 1.31% | 506 | -657 | -2.25% | Q4 2025 | Feb 10, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 28,530 | 3,044 | 1.72% | 1.77% | 507 | -872 | -2.97% | Q4 2025 | Jan 26, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 28,285 | 3,017 | 0.29% | 0.3% | 508 | -175 | -0.61% | Q4 2025 | Jan 29, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 27,616 | 2,946 | 0.73% | 0.53% | 509 | +5,366 | 24.12% | Q4 2025 | Jan 08, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 27,414 | 2,925 | 0.13% | 0.14% | 510 | -1,575 | -5.43% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 27,235 | 2,906 | 0.0% | 0.01% | 511 | -21,904 | -44.58% | Q4 2025 | Feb 10, 2026 |
| Independent Advisor Alliance | History | Added to | 26,913 | 2,871 | 0.07% | 0.07% | 512 | +325 | 1.22% | Q4 2025 | Feb 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 26,474 | 2,824 | 0.0% | 0.0% | 513 | +245 | 0.93% | Q4 2025 | Feb 12, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 26,374 | 2,814 | 1.88% | 2.0% | 514 | +2,144 | 8.85% | Q4 2025 | Feb 09, 2026 |
| Rede Wealth, LLC | History | New | 26,193 | 2,794 | 0.97% | — | 515 | +26,193 | New | Q4 2025 | Jan 23, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 26,832 | 2,790 | 1.61% | 1.0% | 516 | -2,241 | -7.71% | Q4 2025 | Feb 10, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 26,130 | 2,788 | 1.1% | 1.25% | 517 | -672 | -2.51% | Q4 2025 | Feb 02, 2026 |
| Diversified Trust Co | History | No change | 25,997 | 2,773 | 0.05% | 0.05% | 518 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Iowa State Bank | History | Reduced | 25,606 | 2,732 | 0.51% | 0.52% | 519 | -360 | -1.39% | Q4 2025 | Jan 06, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 25,546 | 2,725 | 0.79% | 0.69% | 520 | +680 | 2.73% | Q4 2025 | Feb 06, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 25,819 | 2,722 | 1.02% | 1.07% | 521 | -183 | -0.7% | Q4 2025 | Feb 05, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 25,413 | 2,711 | 0.16% | 0.17% | 522 | -2,266 | -8.19% | Q4 2025 | Jan 30, 2026 |
| ALTFEST L J & CO INC | History | Added to | 25,100 | 2,678 | 0.29% | 0.28% | 523 | +1,414 | 5.97% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 24,975 | 2,664 | 0.2% | 0.21% | 524 | -1,420 | -5.38% | Q4 2025 | Jan 29, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 24,711 | 2,636 | 0.1% | 0.1% | 525 | -728 | -2.86% | Q4 2025 | Jan 07, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Reduced | 24,393 | 2,602 | 1.19% | 1.47% | 526 | -3,938 | -13.9% | Q4 2025 | Feb 04, 2026 |
| Brookwood Investment Group LLC | History | Added to | 24,334 | 2,596 | 0.31% | 0.31% | 527 | +1,648 | 7.26% | Q4 2025 | Jan 22, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 24,323 | 2,595 | 2.02% | 2.04% | 528 | +347 | 1.45% | Q4 2025 | Jan 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 24,228 | 2,585 | 0.06% | 0.04% | 529 | +10,744 | 79.68% | Q4 2025 | Feb 17, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 23,886 | 2,548 | 2.19% | — | 530 | +23,886 | New | Q4 2025 | Feb 09, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 23,831 | 2,542 | 0.18% | 0.19% | 531 | -284 | -1.18% | Q4 2025 | Feb 11, 2026 |
| Curran Financial Partners, LLC | History | Added to | 23,788 | 2,538 | 0.48% | 0.48% | 532 | +438 | 1.88% | Q4 2025 | Jan 22, 2026 |
| Advance Capital Management, Inc. | History | Added to | 23,773 | 2,536 | 0.11% | 0.11% | 533 | +10 | 0.04% | Q4 2025 | Jan 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 23,615 | 2,519 | 0.0% | 0.0% | 534 | +4,765 | 25.28% | Q4 2025 | Feb 13, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 23,553 | 2,513 | 1.73% | 1.83% | 535 | -2,119 | -8.25% | Q4 2025 | Jan 26, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 23,262 | 2,482 | 0.74% | 0.84% | 536 | -2,925 | -11.17% | Q4 2025 | Feb 17, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 23,238 | 2,479 | 1.15% | 1.25% | 537 | -1,447 | -5.86% | Q4 2025 | Jan 23, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 23,020 | 2,456 | 0.64% | 0.71% | 538 | +316 | 1.39% | Q4 2025 | Jan 27, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 26,954 | 2,454 | 0.18% | 0.15% | 539 | +2,495 | 10.2% | Q4 2025 | Feb 18, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 22,986 | 2,452 | 0.34% | 0.31% | 540 | +1,483 | 6.9% | Q4 2025 | Feb 10, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 22,915 | 2,445 | 1.1% | 1.08% | 541 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 22,852 | 2,438 | 0.01% | — | 542 | +22,852 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 22,622 | 2,414 | 0.02% | — | 543 | +22,622 | New | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | Added to | 22,422 | 2,392 | 0.01% | 0.01% | 544 | +3,601 | 19.13% | Q4 2025 | Feb 13, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 22,166 | 2,365 | 0.74% | 0.75% | 545 | -1,857 | -7.73% | Q4 2025 | Feb 02, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 22,478 | 2,355 | 0.64% | 0.72% | 546 | +254 | 1.14% | Q4 2025 | Feb 10, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 21,963 | 2,343 | 0.66% | 0.49% | 547 | +5,793 | 35.83% | Q4 2025 | Feb 05, 2026 |
| Wells Financial Advisors INC | History | Reduced | 21,866 | 2,333 | 4.43% | 4.27% | 548 | -8,691 | -28.44% | Q4 2025 | Feb 02, 2026 |
| Third View Private Wealth, LLC | History | New | 21,623 | 2,307 | 0.31% | — | 549 | +21,623 | New | Q4 2025 | Jan 23, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 21,505 | 2,294 | 0.12% | 0.12% | 550 | -308 | -1.41% | Q4 2025 | Mar 04, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 21,407 | 2,284 | 1.24% | 1.3% | 551 | -637 | -2.89% | Q4 2025 | Jan 23, 2026 |
| Alliance Private Wealth, LLC | History | New | 21,285 | 2,253 | 0.78% | — | 552 | +21,285 | New | Q4 2025 | Feb 13, 2026 |
| Intrua Financial, LLC | History | Reduced | 21,000 | 2,240 | 0.24% | 0.33% | 553 | -8,077 | -27.78% | Q4 2025 | Feb 05, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 20,950 | 2,235 | 0.99% | 1.11% | 554 | -1,043 | -4.74% | Q4 2025 | Jan 16, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 20,649 | 2,203 | 0.48% | 0.49% | 555 | -229 | -1.1% | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Added to | 11,233 | 2,186 | 0.06% | 0.03% | 556 | +109 | 0.98% | Q4 2025 | Jan 30, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 20,322 | 2,168 | 0.46% | 0.51% | 557 | +1,568 | 8.36% | Q4 2025 | Feb 13, 2026 |
| MKT Advisors LLC | History | Reduced | 20,187 | 2,163 | 0.74% | 0.81% | 558 | -484 | -2.34% | Q4 2025 | Jan 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 19,633 | 2,094 | 0.04% | 0.04% | 559 | +128 | 0.66% | Q4 2025 | Jan 16, 2026 |
| Palatine Hill Wealth Management, LLC | History | New | 19,493 | 2,079 | 1.68% | — | 560 | +19,493 | New | Q4 2025 | Feb 10, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 19,431 | 2,073 | 1.55% | 1.62% | 561 | -584 | -2.92% | Q4 2025 | Feb 11, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 19,271 | 2,056 | 0.01% | 0.01% | 562 | +203 | 1.06% | Q4 2025 | Feb 05, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 18,819 | 2,007 | 0.55% | 0.56% | 563 | -35 | -0.19% | Q4 2025 | Feb 09, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 18,712 | 1,996 | 0.48% | 0.51% | 564 | -313 | -1.65% | Q4 2025 | Jan 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 18,679 | 1,993 | 0.22% | 0.22% | 565 | +169 | 0.91% | Q4 2025 | Jan 23, 2026 |
| Ring Mountain Capital, LLC | History | Reduced | 18,551 | 1,990 | 1.02% | 1.09% | 566 | -199 | -1.06% | Q4 2025 | Jan 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 18,446 | 1,968 | 0.01% | 0.01% | 567 | +24 | 0.13% | Q4 2025 | Feb 17, 2026 |
| INSPIRE TRUST CO, N.A. | History | Reduced | 18,347 | 1,957 | 0.32% | 0.35% | 568 | -220 | -1.18% | Q4 2025 | Feb 10, 2026 |
| McAdam, LLC | History | Added to | 18,281 | 1,950 | 0.09% | 0.09% | 569 | +647 | 3.67% | Q4 2025 | Feb 13, 2026 |
| Three Bridge Wealth Advisors, LLC | History | No change | 18,200 | 1,941 | 0.51% | 0.49% | 570 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMJ Financial Wealth Management | History | Reduced | 18,108 | 1,932 | 0.46% | 0.46% | 571 | -458 | -2.47% | Q4 2025 | Feb 05, 2026 |
| Optivise Advisory Services LLC | History | Added to | 18,047 | 1,925 | 1.11% | 1.11% | 572 | +152 | 0.85% | Q4 2025 | Jan 12, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 17,935 | 1,913 | 0.13% | 0.13% | 573 | -679 | -3.65% | Q4 2025 | Jan 22, 2026 |
| PFG Advisors | History | Reduced | 17,831 | 1,902 | 0.09% | 0.28% | 574 | -48,271 | -73.03% | Q4 2025 | Jan 27, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 17,769 | 1,895 | 0.25% | 0.25% | 575 | -85 | -0.48% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | New | 17,572 | 1,874 | 0.04% | — | 576 | +17,572 | New | Q4 2025 | Feb 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 17,381 | 1,854 | 0.11% | 0.11% | 577 | +99 | 0.57% | Q4 2025 | Feb 10, 2026 |
| Invesco Ltd. | History | Reduced | 17,124 | 1,827 | 0.0% | 0.0% | 578 | -1,501 | -8.06% | Q4 2025 | Feb 19, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 16,930 | 1,806 | 1.14% | 1.4% | 579 | -2,355 | -12.21% | Q4 2025 | Jan 28, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 16,872 | 1,800 | 0.66% | 0.69% | 580 | -509 | -2.93% | Q4 2025 | Feb 04, 2026 |
| Latitude Advisors, LLC | History | Added to | 16,793 | 1,791 | 0.79% | 0.75% | 581 | +1,033 | 6.55% | Q4 2025 | Jan 27, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 16,695 | 1,781 | 0.11% | 0.11% | 582 | -72 | -0.43% | Q4 2025 | Feb 17, 2026 |
| Arkfeld Wealth Strategies, L.L.C. | History | Added to | 16,257 | 1,755 | 0.6% | 0.62% | 583 | +23 | 0.14% | Q4 2025 | Jan 12, 2026 |
| Ignite Planners, LLC | History | Reduced | 16,354 | 1,754 | 0.27% | 0.29% | 585 | -432 | -2.57% | Q4 2025 | Feb 06, 2026 |
| SFMG, LLC | History | Reduced | 16,439 | 1,754 | 0.12% | 0.12% | 584 | -345 | -2.06% | Q4 2025 | Feb 10, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 16,290 | 1,738 | 0.63% | 0.64% | 586 | -91 | -0.56% | Q4 2025 | Feb 05, 2026 |
| LWM Advisory Services, LLC | History | Added to | 16,162 | 1,724 | 1.01% | 0.86% | 587 | +1,998 | 14.11% | Q4 2025 | Feb 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 16,156 | 1,723 | 0.06% | 0.07% | 588 | -2,384 | -12.86% | Q4 2025 | Jan 27, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 16,086 | 1,716 | 0.13% | 0.1% | 589 | +2,499 | 18.39% | Q4 2025 | Jan 23, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 16,025 | 1,709 | 0.02% | 0.02% | 590 | -999 | -5.87% | Q4 2025 | Feb 05, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 15,719 | 1,691 | 0.16% | 0.18% | 591 | -2,640 | -14.38% | Q4 2025 | Feb 13, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 15,819 | 1,687 | 0.38% | 0.54% | 592 | -4,047 | -20.37% | Q4 2025 | Feb 09, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 15,765 | 1,682 | 0.1% | 0.1% | 593 | -249 | -1.55% | Q4 2025 | Jan 07, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 15,750 | 1,680 | 1.23% | 1.24% | 594 | -445 | -2.75% | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | Reduced | 15,617 | 1,666 | 0.01% | 0.01% | 595 | -8 | -0.05% | Q4 2025 | Feb 13, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 15,569 | 1,661 | 0.89% | 0.92% | 597 | -348 | -2.19% | Q4 2025 | Feb 24, 2026 |
| Grant Private Wealth Management Inc | History | Reduced | 15,571 | 1,661 | 1.0% | 1.01% | 596 | -60 | -0.38% | Q4 2025 | Jan 05, 2026 |
| Wall Capital Group, Inc. | History | New | 15,363 | 1,639 | 1.56% | — | 598 | +15,363 | New | Q4 2025 | Feb 17, 2026 |
| JERICHO FINANCIAL, LLP | History | Reduced | 15,368 | 1,639 | 0.99% | 1.23% | 599 | -3,983 | -20.58% | Q4 2025 | Jan 21, 2026 |
| FIDELITY D & D BANCORP INC | History | No change | 15,263 | 1,628 | 0.7% | 0.88% | 600 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SevenBridge Financial Group, LLC | History | Added to | 15,060 | 1,621 | 0.26% | 0.23% | 601 | +1,787 | 13.46% | Q4 2025 | Feb 02, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 15,032 | 1,603 | 0.61% | 0.62% | 602 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Teucrium Investment Advisors, LLC | History | New | 14,981 | 1,598 | 1.75% | — | 603 | +14,981 | New | Q4 2025 | Feb 17, 2026 |
| ES4, LLC | History | New | 14,952 | 1,595 | 1.1% | — | 604 | +14,952 | New | Q4 2025 | Feb 13, 2026 |
| DRW Securities, LLC | History | New | 14,777 | 1,576 | 0.04% | — | 605 | +14,777 | New | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 14,348 | 1,544 | 0.05% | 0.06% | 606 | -74 | -0.51% | Q4 2025 | Jan 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 14,416 | 1,538 | 0.02% | 0.02% | 607 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 14,369 | 1,533 | 0.08% | 0.06% | 608 | +4,867 | 51.22% | Q4 2025 | Jan 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 14,363 | 1,532 | 0.48% | 0.51% | 609 | -151 | -1.04% | Q4 2025 | Jan 07, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 14,237 | 1,519 | 0.15% | 0.09% | 610 | +5,935 | 71.49% | Q4 2025 | Feb 11, 2026 |
| KM Capital Management Ltd. | History | Added to | 14,196 | 1,514 | 0.77% | 0.68% | 611 | +189 | 1.35% | Q4 2025 | Feb 17, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 14,186 | 1,513 | 0.5% | 0.48% | 612 | +449 | 3.27% | Q4 2025 | Jan 27, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 14,194 | 1,497 | 0.58% | 1.42% | 613 | -16,286 | -53.43% | Q4 2025 | Feb 12, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 14,014 | 1,495 | 0.28% | 0.29% | 614 | -102 | -0.72% | Q4 2025 | Jan 30, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 13,779 | 1,470 | 0.22% | 0.21% | 615 | +113 | 0.83% | Q4 2025 | Feb 10, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 13,698 | 1,461 | 0.16% | 0.03% | 616 | +11,274 | 465.1% | Q4 2025 | Jan 08, 2026 |
| rebel Financial LLC | History | New | 13,688 | 1,460 | 0.62% | — | 617 | +13,688 | New | Q4 2025 | Mar 27, 2026 |
| Vantage Point Financial LLC | History | Reduced | 13,678 | 1,459 | 0.52% | 0.58% | 618 | -570 | -4.0% | Q4 2025 | Feb 02, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 13,629 | 1,454 | 0.17% | 0.17% | 619 | -11 | -0.08% | Q4 2025 | Jan 29, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 13,545 | 1,445 | 0.09% | 0.11% | 620 | -3,574 | -20.88% | Q4 2025 | Jan 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 13,539 | 1,444 | 0.0% | 0.0% | 621 | +2,907 | 27.34% | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | Added to | 13,476 | 1,437 | 0.02% | 0.01% | 622 | +7,764 | 135.92% | Q4 2025 | Feb 03, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 13,379 | 1,427 | 0.0% | 0.0% | 624 | +9,266 | 225.29% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 13,380 | 1,427 | 0.01% | 0.01% | 623 | +5,717 | 74.61% | Q4 2025 | Feb 13, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 13,322 | 1,421 | 0.49% | 0.14% | 625 | +9,883 | 287.38% | Q4 2025 | Jan 08, 2026 |
| River Street Advisors LLC | History | Reduced | 13,178 | 1,406 | 0.53% | 0.53% | 626 | -24 | -0.18% | Q4 2025 | Jan 26, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 13,049 | 1,392 | 0.54% | — | 627 | +13,049 | New | Q4 2025 | Feb 06, 2026 |
| Sun Financial Inc | History | New | 13,046 | 1,391 | 0.78% | — | 628 | +13,046 | New | Q4 2025 | Feb 02, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 13,030 | 1,390 | 0.37% | 0.37% | 629 | +47 | 0.36% | Q4 2025 | Feb 02, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 13,013 | 1,388 | 0.09% | 0.09% | 630 | -57 | -0.44% | Q4 2025 | Feb 20, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 12,976 | 1,384 | 0.11% | 0.03% | 631 | +8,770 | 208.51% | Q4 2025 | Feb 13, 2026 |
| Bill Few Associates, Inc. | History | Added to | 12,828 | 1,368 | 0.34% | 0.32% | 632 | +1,029 | 8.72% | Q4 2025 | Jan 12, 2026 |
| ABLE Financial Group, LLC | History | Added to | 12,803 | 1,366 | 0.28% | 0.28% | 633 | +267 | 2.13% | Q4 2025 | Jan 23, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 12,766 | 1,362 | 0.11% | 0.15% | 634 | -6,299 | -33.04% | Q4 2025 | Feb 10, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | New | 12,719 | 1,357 | 1.32% | — | 635 | +12,719 | New | Q4 2025 | Mar 27, 2026 |
| Caldwell Trust Co | History | Added to | 12,599 | 1,344 | 0.12% | 0.12% | 636 | +8 | 0.06% | Q4 2025 | Jan 30, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 12,480 | 1,333 | 1.12% | — | 638 | +12,480 | New | Q4 2025 | Jan 20, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 12,501 | 1,333 | 0.17% | 0.19% | 637 | -565 | -4.32% | Q4 2025 | Feb 05, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 12,469 | 1,330 | 0.49% | 0.65% | 639 | -3,310 | -20.98% | Q4 2025 | Feb 03, 2026 |
| TSG Advice Partners, LLC | History | New | 12,459 | 1,329 | 0.2% | — | 641 | +12,459 | New | Q4 2025 | Feb 17, 2026 |
| MY Wealth Management Inc. | History | No change | 12,460 | 1,329 | 1.16% | 1.14% | 640 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 12,307 | 1,313 | 0.04% | 0.02% | 642 | +5,171 | 72.46% | Q4 2025 | Feb 12, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 12,259 | 1,308 | 0.14% | 0.13% | 643 | +1,696 | 16.06% | Q4 2025 | Feb 13, 2026 |
| Sunesis Advisors, LLC | History | No change | 12,221 | 1,303 | 0.59% | 0.6% | 644 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Waldron Private Wealth LLC | History | No change | 12,145 | 1,295 | 0.05% | 0.05% | 645 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 12,122 | 1,293 | 0.31% | 0.32% | 646 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 12,113 | 1,292 | 0.57% | 1.79% | 647 | -27,083 | -69.1% | Q4 2025 | Feb 17, 2026 |
| CV Advisors LLC | History | No change | 12,035 | 1,284 | 0.33% | 0.35% | 648 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Claris Financial LLC | History | New | 12,024 | 1,282 | 0.68% | — | 650 | +12,024 | New | Q4 2025 | Feb 19, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 12,013 | 1,282 | 0.39% | 0.42% | 649 | -1,058 | -8.09% | Q4 2025 | Feb 13, 2026 |
| Altman Advisors, Inc. | History | Added to | 92,421 | 1,278 | 0.48% | 0.48% | 651 | +1,606 | 1.77% | Q4 2025 | Feb 04, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 11,716 | 1,264 | 0.28% | 0.32% | 652 | -493 | -4.04% | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | History | Added to | 11,794 | 1,258 | 0.04% | 0.04% | 653 | +1,546 | 15.09% | Q4 2025 | Jan 14, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 11,778 | 1,256 | 0.23% | 0.24% | 654 | +1 | 0.01% | Q4 2025 | Feb 09, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 11,754 | 1,254 | 0.39% | 0.41% | 655 | -75 | -0.63% | Q4 2025 | Feb 05, 2026 |
| GTS SECURITIES LLC | History | New | 11,633 | 1,241 | 0.04% | — | 656 | +11,633 | New | Q4 2025 | Feb 13, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 11,585 | 1,236 | 0.75% | 0.8% | 657 | -119 | -1.02% | Q4 2025 | Jan 16, 2026 |
| FreeGulliver LLC | History | Reduced | 11,584 | 1,235 | 0.45% | 0.57% | 658 | -629 | -5.15% | Q4 2025 | Feb 12, 2026 |
| TFB Advisors LLC | History | Added to | 11,464 | 1,223 | 0.34% | 0.34% | 659 | +269 | 2.4% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 11,450 | 1,221 | 0.02% | 0.02% | 660 | -524 | -4.38% | Q4 2025 | Feb 17, 2026 |
| PMG Wealth Management, Inc. | History | Reduced | 11,405 | 1,216 | 0.89% | 0.92% | 661 | -218 | -1.88% | Q4 2025 | Jan 23, 2026 |
| Virtue Capital Management, LLC | History | Added to | 11,277 | 1,203 | 0.19% | 0.09% | 662 | +1,203 | 11.94% | Q4 2025 | Feb 18, 2026 |
| POTENTIA WEALTH | History | Reduced | 11,128 | 1,187 | 0.44% | 0.46% | 663 | -329 | -2.87% | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Added to | 11,032 | 1,177 | 0.0% | 0.0% | 664 | +1,738 | 18.7% | Q4 2025 | Feb 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 11,010 | 1,174 | 0.14% | 0.13% | 665 | +3,866 | 54.12% | Q4 2025 | Feb 13, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 10,930 | 1,166 | 0.09% | 0.09% | 666 | -507 | -4.43% | Q4 2025 | Jan 20, 2026 |
| Sherman Wealth Management LLC | History | New | 10,906 | 1,163 | 1.01% | — | 667 | +10,906 | New | Q4 2025 | Jan 15, 2026 |
| OPAL CAPITAL LLC | History | New | 7,503 | 1,153 | 0.29% | — | 668 | +7,503 | New | Q4 2025 | Feb 17, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 10,760 | 1,148 | 1.2% | 1.03% | 669 | -2,627 | -19.62% | Q4 2025 | Jan 23, 2026 |
| Brio Consultants, LLC | History | Added to | 10,729 | 1,144 | 0.15% | 0.11% | 670 | +3,223 | 42.94% | Q4 2025 | Feb 04, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 10,694 | 1,141 | 0.03% | 0.03% | 671 | -91 | -0.84% | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | Added to | 10,616 | 1,132 | 0.19% | 0.2% | 672 | +127 | 1.21% | Q4 2025 | Feb 24, 2026 |
| Lantz Financial LLC | History | Reduced | 10,577 | 1,128 | 0.24% | 0.25% | 673 | -93 | -0.87% | Q4 2025 | Jan 14, 2026 |
| Certified Advisory Corp | History | Reduced | 10,563 | 1,127 | 0.1% | 0.11% | 674 | -727 | -6.44% | Q4 2025 | Jan 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 10,527 | 1,123 | 0.06% | 0.06% | 675 | +281 | 2.74% | Q4 2025 | Jan 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 10,486 | 1,118 | 0.01% | 0.0% | 676 | +7,695 | 275.71% | Q4 2025 | Feb 11, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 10,469 | 1,117 | 0.71% | 0.79% | 677 | -1,183 | -10.15% | Q4 2025 | Feb 05, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 10,472 | 1,117 | 0.05% | 0.05% | 678 | -208 | -1.95% | Q4 2025 | Jan 28, 2026 |
| GGM Financials LLC | History | Added to | 10,455 | 1,115 | 0.54% | 0.53% | 679 | +449 | 4.49% | Q4 2025 | Feb 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 10,423 | 1,112 | 0.03% | 0.02% | 680 | +2,445 | 30.65% | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 10,420 | 1,111 | 0.14% | — | 681 | +10,420 | New | Q4 2025 | Jan 27, 2026 |
| FineMark National Bank & Trust | History | Reduced | 10,342 | 1,103 | 0.03% | 0.04% | 682 | -1,019 | -8.97% | Q4 2025 | Feb 12, 2026 |
| BankPlus Trust Department | History | Added to | 10,289 | 1,097 | 0.29% | 0.01% | 683 | +10,000 | 3460.21% | Q4 2025 | Jan 27, 2026 |
| Legacy Edge Advisors, LLC | History | New | 10,244 | 1,093 | 0.12% | — | 684 | +10,244 | New | Q4 2025 | Feb 02, 2026 |
| Arkadios Wealth Advisors | History | Added to | 10,193 | 1,087 | 0.02% | 0.02% | 685 | +244 | 2.45% | Q4 2025 | Feb 13, 2026 |
| Arlington Trust Co LLC | History | Reduced | 10,166 | 1,084 | 0.11% | 0.67% | 687 | -25,331 | -71.36% | Q4 2025 | Jan 30, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 10,161 | 1,084 | 0.43% | 0.44% | 686 | +390 | 3.99% | Q4 2025 | Feb 03, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 10,118 | 1,079 | 0.03% | 0.05% | 688 | -3,238 | -24.24% | Q4 2025 | Feb 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 10,081 | 1,075 | 0.07% | 0.06% | 689 | +460 | 4.78% | Q4 2025 | Feb 05, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 10,072 | 1,074 | 0.19% | 0.21% | 690 | -778 | -7.17% | Q4 2025 | Jan 07, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 10,019 | 1,069 | 0.01% | 0.0% | 691 | +483 | 5.07% | Q4 2025 | Feb 09, 2026 |
| Apella Capital, LLC | History | Added to | 9,916 | 1,058 | 0.02% | 0.02% | 692 | +400 | 4.2% | Q4 2025 | Jan 21, 2026 |
| MATHER GROUP, LLC. | History | No change | 9,837 | 1,049 | 0.01% | 0.01% | 693 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 9,813 | 1,047 | 0.61% | 0.61% | 694 | +150 | 1.55% | Q4 2025 | Feb 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 9,804 | 1,046 | 0.2% | 0.27% | 695 | -2,394 | -19.63% | Q4 2025 | Feb 04, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 9,748 | 1,040 | 0.08% | 0.08% | 696 | +1,226 | 14.39% | Q4 2025 | Jan 13, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 9,731 | 1,038 | 0.25% | 0.28% | 697 | -13 | -0.13% | Q4 2025 | Jan 29, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 9,720 | 1,037 | 0.27% | 0.28% | 698 | -73 | -0.75% | Q4 2025 | Jan 14, 2026 |
| Banco BTG Pactual S.A. | History | Reduced | 9,690 | 1,033 | 0.18% | 0.33% | 699 | -11,943 | -55.21% | Q4 2025 | Feb 12, 2026 |
| FC Advisory LLC | History | Reduced | 9,689 | 1,033 | 0.3% | 0.3% | 700 | -83 | -0.85% | Q4 2025 | Jan 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 9,632 | 1,027 | 0.06% | 0.07% | 701 | -1,072 | -10.01% | Q4 2025 | Feb 10, 2026 |
| Empowered Funds, LLC | History | Added to | 9,618 | 1,026 | 0.02% | 0.0% | 703 | +6,359 | 195.12% | Q4 2025 | Feb 18, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 9,625 | 1,026 | 0.01% | 0.01% | 702 | -65 | -0.67% | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | No change | 9,607 | 1,025 | 0.03% | 0.03% | 704 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 9,573 | 1,021 | 0.02% | 0.02% | 705 | -1,380 | -12.6% | Q4 2025 | Jan 20, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 9,543 | 1,018 | 0.38% | — | 706 | +9,543 | New | Q4 2025 | Jan 21, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 9,525 | 1,016 | 1.82% | 2.02% | 707 | +1 | 0.01% | Q4 2025 | Jan 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 9,468 | 1,010 | 0.02% | 0.04% | 708 | -2,845 | -23.11% | Q4 2025 | Feb 05, 2026 |
| Compound Planning, Inc. | History | Reduced | 9,422 | 1,005 | 0.03% | 0.03% | 709 | -432 | -4.38% | Q4 2025 | Feb 19, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 9,396 | 1,002 | 0.01% | 0.0% | 710 | +6,276 | 201.15% | Q4 2025 | Jan 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 9,374 | 1,000 | 0.01% | 0.0% | 711 | +4,876 | 108.4% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Reduced | 9,369 | 999 | 0.0% | 0.0% | 712 | -15,486 | -62.31% | Q4 2025 | Feb 13, 2026 |
| MATAURO, LLC | History | Reduced | 9,319 | 994 | 0.15% | 0.16% | 713 | -440 | -4.51% | Q4 2025 | Jan 16, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 9,290 | 991 | 0.03% | 0.03% | 714 | +1,649 | 21.58% | Q4 2025 | Jan 30, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 9,282 | 990 | 0.13% | 0.13% | 715 | +127 | 1.39% | Q4 2025 | Jan 30, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 9,223 | 984 | 0.0% | 0.0% | 716 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 9,222 | 983 | 0.04% | 0.04% | 717 | +551 | 6.35% | Q4 2025 | Jan 22, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 9,190 | 980 | 0.55% | 0.59% | 718 | -937 | -9.25% | Q4 2025 | Jan 30, 2026 |
| Beacon Capital Management, LLC | History | Added to | 9,174 | 978 | 0.15% | 0.08% | 720 | +3,919 | 74.58% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 9,174 | 978 | 0.0% | 0.0% | 719 | +333 | 3.77% | Q4 2025 | Feb 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 9,134 | 974 | 0.14% | 0.14% | 721 | +545 | 6.35% | Q4 2025 | Feb 09, 2026 |
| Wealthfront Advisers LLC | History | Added to | 9,127 | 973 | 0.0% | 0.0% | 722 | +587 | 6.87% | Q4 2025 | Jan 30, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 9,103 | 971 | 0.06% | 0.05% | 723 | -167 | -1.8% | Q4 2025 | Feb 17, 2026 |
| Capital Management Associates, Inc | History | Added to | 9,032 | 963 | 0.21% | 0.22% | 724 | +1,253 | 16.11% | Q4 2025 | Jan 21, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 8,942 | 954 | 0.71% | 0.63% | 725 | +657 | 7.93% | Q4 2025 | Feb 17, 2026 |
| DAHRING {-} CUSMANO LLC | History | Added to | 8,949 | 954 | 0.66% | 0.67% | 726 | +13 | 0.15% | Q4 2025 | Feb 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 8,913 | 951 | 0.15% | 0.17% | 727 | +12 | 0.13% | Q4 2025 | Feb 17, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 8,868 | 946 | 0.15% | 0.06% | 728 | +5,797 | 188.77% | Q4 2025 | Feb 03, 2026 |
| Orin Green Financial, LLC | History | No change | 8,861 | 945 | 0.38% | 0.37% | 729 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ATX Financial Planning, LLC | History | New | 8,826 | 941 | 0.73% | — | 730 | +8,826 | New | Q4 2025 | Feb 19, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 8,800 | 938 | 0.0% | 0.0% | 731 | -19,800 | -69.23% | Q4 2025 | Feb 12, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 8,798 | 938 | 0.74% | — | 732 | +8,798 | New | Q4 2025 | Feb 10, 2026 |
| Texas Yale Capital Corp. | History | No change | 8,789 | 937 | 0.03% | 0.03% | 733 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Moors & Cabot, Inc. | History | Added to | 8,757 | 934 | 0.04% | 0.02% | 734 | +4,731 | 117.51% | Q4 2025 | Feb 10, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 8,702 | 928 | 0.06% | 0.05% | 735 | +1,537 | 21.45% | Q4 2025 | Apr 02, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 8,531 | 910 | 0.65% | 0.69% | 736 | -104 | -1.2% | Q4 2025 | Jan 12, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 8,460 | 902 | 0.12% | 0.12% | 737 | +32 | 0.38% | Q4 2025 | Jan 15, 2026 |
| Impact Partnership Wealth, LLC | History | New | 8,433 | 899 | 0.12% | — | 738 | +8,433 | New | Q4 2025 | Feb 10, 2026 |
| Americana Partners, LLC | History | Added to | 8,415 | 897 | 0.02% | 0.01% | 739 | +3,910 | 86.79% | Q4 2025 | Feb 06, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 8,387 | 894 | 0.18% | 0.18% | 740 | +9 | 0.11% | Q4 2025 | Feb 03, 2026 |
| Entelevest, LLC | History | New | 8,370 | 893 | 0.89% | — | 741 | +8,370 | New | Q4 2025 | Feb 11, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 8,363 | 892 | 0.03% | 0.03% | 742 | -379 | -4.34% | Q4 2025 | Jan 12, 2026 |
| Integrated Advisors Network LLC | History | Added to | 8,348 | 890 | 0.04% | 0.02% | 743 | +3,819 | 84.32% | Q4 2025 | Feb 17, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 8,173 | 872 | 0.54% | — | 744 | +8,173 | New | Q4 2025 | Feb 04, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 8,170 | 871 | 0.2% | 0.17% | 745 | +955 | 13.24% | Q4 2025 | Feb 13, 2026 |
| Kelly Financial Services LLC | History | Reduced | 8,140 | 868 | 0.22% | 0.25% | 746 | -1,280 | -13.59% | Q4 2025 | Jan 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 8,067 | 860 | 0.03% | 0.05% | 747 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 8,045 | 858 | 0.01% | 0.01% | 748 | +83 | 1.04% | Q4 2025 | Feb 03, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,972 | 850 | 0.01% | 0.02% | 749 | -893 | -10.07% | Q4 2025 | Feb 09, 2026 |
| Global View Capital Management LLC | History | Added to | 7,955 | 848 | 0.16% | 0.16% | 750 | +527 | 7.09% | Q4 2025 | Jan 14, 2026 |
| Advisor Resource Council | History | New | 7,871 | 846 | 0.3% | — | 751 | +7,871 | New | Q4 2025 | Feb 10, 2026 |
| TrueWealth Financial Partners | History | New | 7,897 | 842 | 0.7% | — | 752 | +7,897 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 7,897 | 842 | 0.7% | — | 753 | +7,897 | New | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 7,857 | 838 | 0.02% | 0.02% | 754 | +222 | 2.91% | Q4 2025 | Feb 03, 2026 |
| Monetary Solutions, Ltd | History | New | 7,830 | 835 | 0.82% | — | 755 | +7,830 | New | Q4 2025 | Feb 23, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 7,787 | 830 | 0.17% | 0.14% | 756 | -802 | -9.34% | Q4 2025 | Feb 06, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 7,762 | 828 | 0.03% | 0.02% | 757 | +2,647 | 51.75% | Q4 2025 | Feb 03, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 7,701 | 821 | 0.19% | 0.23% | 758 | -2,086 | -21.31% | Q4 2025 | Jan 16, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 7,683 | 819 | 0.08% | 0.08% | 759 | +1,409 | 22.46% | Q4 2025 | Jan 22, 2026 |
| Vise Technologies, Inc. | History | New | 7,654 | 816 | 0.02% | — | 760 | +7,654 | New | Q4 2025 | Feb 11, 2026 |
| 626 Financial, LLC | History | Reduced | 7,610 | 811 | 0.35% | 0.39% | 761 | -932 | -10.91% | Q4 2025 | Feb 05, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 7,564 | 807 | 0.03% | 0.02% | 763 | +935 | 14.1% | Q4 2025 | Jan 30, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 7,569 | 807 | 0.01% | 0.01% | 762 | -37 | -0.49% | Q4 2025 | Feb 05, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 7,480 | 798 | 0.68% | 0.7% | 764 | -41 | -0.55% | Q4 2025 | Jan 21, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 7,457 | 795 | 0.15% | 0.14% | 765 | +199 | 2.74% | Q4 2025 | Feb 12, 2026 |
| SHP Wealth Management | History | New | 7,448 | 794 | 0.06% | — | 766 | +7,448 | New | Q4 2025 | Mar 04, 2026 |
| GLENMEDE TRUST CO NA | History | New | 7,389 | 788 | 0.0% | — | 767 | +7,389 | New | Q4 2025 | Feb 17, 2026 |
| Elevation Capital Advisory, LLC | History | New | 7,352 | 784 | 0.32% | — | 768 | +7,352 | New | Q4 2025 | Jan 26, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 7,354 | 784 | 0.04% | 0.09% | 769 | -6,938 | -48.54% | Q4 2025 | Feb 17, 2026 |
| TFR Capital, LLC. | History | Reduced | 7,332 | 782 | 0.26% | 0.26% | 770 | -45 | -0.61% | Q4 2025 | Jan 27, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 7,230 | 771 | 0.1% | 0.1% | 771 | -410 | -5.37% | Q4 2025 | Jan 14, 2026 |
| Csenge Advisory Group | History | Added to | 7,219 | 770 | 0.03% | 0.04% | 772 | +63 | 0.88% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | New | 7,174 | 765 | 0.02% | — | 773 | +7,174 | New | Q4 2025 | Feb 13, 2026 |
| Principle Wealth Partners LLC | History | No change | 7,176 | 765 | 0.04% | 0.04% | 774 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 7,160 | 763 | 1.15% | 1.16% | 775 | +31 | 0.43% | Q4 2025 | Feb 09, 2026 |
| Capital Investment Advisors, LLC | History | No change | 7,143 | 762 | 0.01% | 0.01% | 776 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Ellevest, Inc. | History | No change | 7,138 | 761 | 0.11% | 0.11% | 777 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 3,777 | 760 | 0.45% | 0.43% | 778 | -1,372 | -26.65% | Q4 2025 | Jan 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 7,108 | 758 | 0.05% | 0.05% | 779 | +734 | 11.52% | Q4 2025 | Feb 12, 2026 |
| Richmond Investment Services, LLC | History | Added to | 7,094 | 756 | 0.13% | 0.13% | 781 | +289 | 4.25% | Q4 2025 | Feb 12, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 7,093 | 756 | 0.17% | 0.16% | 780 | -101 | -1.4% | Q4 2025 | Feb 02, 2026 |
| Beacon Bank & Trust | History | Reduced | 7,085 | 755 | 0.15% | 0.17% | 783 | -501 | -6.6% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 7,083 | 755 | 0.05% | 0.05% | 782 | +144 | 2.08% | Q4 2025 | Feb 06, 2026 |
| Procyon Advisors, LLC | History | Reduced | 7,061 | 753 | 0.04% | 0.05% | 784 | -430 | -5.74% | Q4 2025 | Jan 07, 2026 |
| Diversified Enterprises, LLC | History | No change | 7,063 | 753 | 0.04% | 0.05% | 785 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Indivisible Partners | History | New | 7,027 | 749 | 0.08% | — | 787 | +7,027 | New | Q4 2025 | Feb 03, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 7,024 | 749 | 0.02% | 0.02% | 786 | +1,539 | 28.06% | Q4 2025 | Feb 13, 2026 |
| UPTICK PARTNERS, LLC | History | New | 7,017 | 748 | 0.16% | — | 788 | +7,017 | New | Q4 2025 | Feb 02, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 7,005 | 747 | 0.09% | 0.14% | 789 | -3,782 | -35.06% | Q4 2025 | Jan 13, 2026 |
| Midwest Trust Co | History | New | 6,990 | 745 | 0.01% | — | 790 | +6,990 | New | Q4 2025 | Feb 04, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 6,950 | 741 | 0.01% | 0.01% | 791 | +1,862 | 36.6% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 6,940 | 740 | 0.0% | — | 792 | +6,940 | New | Q4 2025 | Feb 13, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 6,755 | 720 | 0.74% | 0.37% | 794 | +2,608 | 62.89% | Q4 2025 | Jan 16, 2026 |
| SEI INVESTMENTS CO | History | Added to | 6,749 | 720 | 0.0% | 0.0% | 793 | +458 | 7.28% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 6,708 | 715 | 0.04% | 0.01% | 795 | +5,305 | 378.12% | Q4 2025 | Feb 10, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 6,696 | 714 | 0.65% | 13.29% | 796 | -868,574 | -99.23% | Q4 2025 | Feb 09, 2026 |
| FIRST HORIZON CORP | History | Reduced | 6,633 | 707 | 0.03% | 0.06% | 797 | -5,485 | -45.26% | Q4 2025 | Jan 27, 2026 |
| FULTON BANK, N.A. | History | New | 6,607 | 704 | 0.02% | — | 798 | +6,607 | New | Q4 2025 | Jan 08, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 6,606 | 704 | 0.4% | 0.36% | 799 | +1,198 | 22.15% | Q4 2025 | Feb 09, 2026 |
| GREENLEAF TRUST | History | Added to | 6,592 | 703 | 0.01% | 0.01% | 800 | +1,305 | 24.68% | Q4 2025 | Jan 21, 2026 |