SPDR SERIES TRUST - SPYV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | Added to | 81,809,191 | 4,647,580 | 8.81% | 8.63% | 1 | +79,829 | 0.1% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 50,106,607 | 2,846,556 | 0.78% | 0.75% | 2 | +3,652,552 | 7.86% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 22,516,338 | 1,279,153 | 0.16% | 0.15% | 3 | +291,210 | 1.31% | Q4 2025 | Mar 25, 2026 |
| MORGAN STANLEY | History | Added to | 19,747,812 | 1,121,873 | 0.07% | 0.03% | 4 | +10,778,683 | 120.18% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 19,695,295 | 1,118,889 | 4.58% | — | 5 | +19,695,295 | New | Q4 2025 | Feb 05, 2026 |
| Valmark Advisers, Inc. | History | Added to | 8,740,145 | 496,527 | 6.12% | 6.08% | 6 | +231,888 | 2.73% | Q4 2025 | Jan 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 8,301,824 | 471,660 | 0.11% | 0.11% | 7 | -273,823 | -3.19% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,666,313 | 435,523 | 0.03% | 0.02% | 8 | +1,028,875 | 15.5% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 6,796,464 | 386,107 | 0.02% | 0.02% | 9 | -660,134 | -8.85% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 6,494,394 | 368,946 | 0.06% | 0.06% | 10 | -777,969 | -10.7% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,004,888 | 341,137 | 0.11% | 0.11% | 11 | +80,711 | 1.36% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 6,004,456 | 341,112 | 0.06% | — | 12 | +6,004,456 | New | Q4 2025 | Feb 17, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 5,798,846 | 329,432 | 20.3% | 17.86% | 13 | +579,899 | 11.11% | Q4 2025 | Jan 22, 2026 |
| Advisory Alpha, LLC | History | Added to | 5,641,848 | 320,516 | 8.73% | 8.67% | 14 | +33,649 | 0.6% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 5,165,300 | 293,440 | 2.01% | 1.98% | 15 | +293,750 | 6.03% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,637,090 | 268,626 | 0.36% | 0.39% | 16 | +38,621 | 0.84% | Q4 2025 | Jan 08, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 4,463,460 | 253,569 | 2.04% | 2.02% | 17 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NorthRock Partners, LLC | History | Reduced | 4,417,191 | 250,940 | 4.23% | 4.43% | 18 | -19,488 | -0.44% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,137,719 | 235,063 | 0.07% | 0.06% | 19 | +511,267 | 14.1% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 4,085,059 | 232,072 | 0.63% | 0.68% | 20 | +10,620 | 0.26% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Reduced | 3,975,800 | 225,865 | 0.25% | 0.26% | 21 | -132,126 | -3.22% | Q4 2025 | Feb 17, 2026 |
| Horizon Investments, LLC | History | Added to | 3,871,030 | 219,913 | 2.79% | 2.65% | 22 | +229,248 | 6.29% | Q4 2025 | Feb 02, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 3,774,074 | 214,405 | 0.51% | 0.58% | 23 | -555,953 | -12.84% | Q4 2025 | Feb 11, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 3,654,368 | 207,604 | 9.03% | 8.48% | 24 | +200,519 | 5.81% | Q4 2025 | Feb 12, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 3,620,443 | 205,677 | 2.02% | 3.5% | 25 | -1,112,479 | -23.51% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 3,569,519 | 202,784 | 0.3% | 0.31% | 26 | +96,955 | 2.79% | Q4 2025 | Feb 11, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 3,567,718 | 202,682 | 5.39% | 6.89% | 27 | -978,619 | -21.53% | Q4 2025 | Jan 22, 2026 |
| AE Wealth Management LLC | History | Added to | 3,499,178 | 198,788 | 1.14% | 1.1% | 28 | +381,186 | 12.23% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,131,480 | 177,904 | 0.26% | 0.28% | 29 | -525,629 | -14.37% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 2,831,792 | 160,874 | 0.76% | 0.78% | 30 | -49,291 | -1.71% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,540,516 | 144,326 | 0.16% | 0.16% | 31 | +52,900 | 2.13% | Q4 2025 | Feb 06, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 2,410,365 | 136,932 | 4.78% | 4.36% | 32 | +116,447 | 5.08% | Q4 2025 | Feb 13, 2026 |
| Lutz Financial Services LLC | History | Added to | 2,387,903 | 135,656 | 9.23% | 9.08% | 33 | +121,475 | 5.36% | Q4 2025 | Feb 06, 2026 |
| Betterment LLC | History | Reduced | 2,331,001 | 132,424 | 0.25% | 0.26% | 34 | -80,814 | -3.35% | Q4 2025 | Feb 12, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 2,319,673 | 131,780 | 9.67% | 8.46% | 35 | +545,145 | 30.72% | Q4 2025 | Feb 02, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 2,289,497 | 130,066 | 12.42% | 11.71% | 36 | +163,483 | 7.69% | Q4 2025 | Jan 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,109,021 | 119,813 | 0.02% | 0.02% | 37 | +195,089 | 10.19% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 2,108,727 | 119,796 | 0.14% | 0.14% | 38 | +88,727 | 4.39% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,098,138 | 119,195 | 0.08% | 0.07% | 39 | +168,784 | 8.75% | Q4 2025 | Feb 10, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 2,072,630 | 117,746 | 6.49% | 6.4% | 40 | +186,604 | 9.89% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,046,644 | 116,269 | 0.1% | 0.1% | 41 | +11,200 | 0.55% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 1,968,113 | 111,808 | 3.73% | 3.69% | 42 | +19,364 | 0.99% | Q4 2025 | Feb 09, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,760,587 | 102,184 | 4.77% | 3.3% | 43 | +737,316 | 72.05% | Q4 2025 | Feb 03, 2026 |
| Magnus Financial Group LLC | History | Added to | 1,766,314 | 100,344 | 7.66% | 7.58% | 44 | +30,936 | 1.78% | Q4 2025 | Jan 07, 2026 |
| KWB Wealth | History | Added to | 1,752,061 | 99,534 | 9.43% | 9.42% | 45 | +123,419 | 7.58% | Q4 2025 | Jan 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 1,661,688 | 94,400 | 1.57% | 1.54% | 46 | +36,118 | 2.22% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,650,911 | 93,788 | 0.13% | 0.11% | 47 | +75,722 | 4.81% | Q4 2025 | Feb 12, 2026 |
| Bell Bank | History | Added to | 1,581,036 | 89,818 | 3.84% | 3.77% | 48 | +9,113 | 0.58% | Q4 2025 | Jan 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 1,526,488 | 86,719 | 3.78% | 3.89% | 49 | -28,105 | -1.81% | Q4 2025 | Jan 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,524,255 | 86,592 | 0.96% | 0.95% | 50 | +10,201 | 0.67% | Q4 2025 | Feb 02, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,523,011 | 86,522 | 6.4% | 6.93% | 51 | +121,672 | 8.68% | Q4 2025 | Jan 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 1,461,794 | 83,044 | 2.02% | 1.95% | 52 | +70,011 | 5.03% | Q4 2025 | Feb 17, 2026 |
| Compton Financial Group, LLC | History | Added to | 1,434,747 | 81,507 | 18.46% | 13.32% | 53 | +434,764 | 43.48% | Q4 2025 | Feb 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 1,380,276 | 78,413 | 4.62% | 4.91% | 54 | +75,234 | 5.76% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 1,266,104 | 71,927 | 3.39% | 2.82% | 55 | +94,708 | 8.09% | Q4 2025 | Jan 21, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,261,026 | 71,638 | 0.55% | 0.53% | 56 | +128,972 | 11.39% | Q4 2025 | Jan 14, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 1,208,677 | 70,308 | 4.74% | 13.74% | 57 | -1,960,787 | -61.86% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,220,593 | 69,341 | 0.82% | 0.51% | 58 | +185,044 | 17.87% | Q4 2025 | Feb 13, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,195,167 | 67,897 | 3.28% | 3.33% | 59 | +957 | 0.08% | Q4 2025 | Jan 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 1,119,775 | 63,614 | 0.93% | 1.0% | 60 | -89,919 | -7.43% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,084,559 | 61,613 | 2.15% | 2.08% | 61 | +48,903 | 4.72% | Q4 2025 | Jan 13, 2026 |
| 71 West Capital Partners | History | New | 1,048,426 | 59,561 | 2.74% | — | 62 | +1,048,426 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,036,375 | 58,876 | 0.14% | 0.15% | 63 | +52,575 | 5.34% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 1,033,028 | 58,686 | 0.0% | 0.0% | 64 | -12,617 | -1.21% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,022,693 | 57,826 | 0.08% | 0.09% | 65 | +35,381 | 3.58% | Q4 2025 | Mar 09, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 942,692 | 54,713 | 12.9% | 12.87% | 66 | +37,852 | 4.18% | Q4 2025 | Jan 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 961,028 | 54,595 | 0.03% | 0.03% | 67 | +267,388 | 38.55% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 904,778 | 51,400 | 0.14% | 0.15% | 68 | -49,542 | -5.19% | Q4 2025 | Feb 05, 2026 |
| CGN Advisors LLC | History | Added to | 884,473 | 50,246 | 3.98% | 4.0% | 69 | +4,662 | 0.53% | Q4 2025 | Jan 05, 2026 |
| Facet Wealth, Inc. | History | Reduced | 841,912 | 48,771 | 0.86% | 1.1% | 70 | -122,378 | -12.69% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 855,339 | 48,591 | 3.06% | 3.07% | 71 | +29,493 | 3.57% | Q4 2025 | Feb 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 852,199 | 48,413 | 3.82% | 3.66% | 72 | +50,861 | 6.35% | Q4 2025 | Feb 17, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Added to | 828,545 | 47,069 | 21.05% | 13.79% | 73 | +275,899 | 49.92% | Q4 2025 | Feb 04, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 810,567 | 46,048 | 6.42% | 6.35% | 74 | -16,406 | -1.98% | Q4 2025 | Jan 26, 2026 |
| Waverly Advisors, LLC | History | Added to | 803,642 | 45,654 | 0.37% | 0.31% | 75 | +235,699 | 41.5% | Q4 2025 | Feb 17, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 783,199 | 44,493 | 4.44% | 4.44% | 76 | -1,485 | -0.19% | Q4 2025 | Feb 05, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 790,564 | 43,775 | 16.02% | 17.79% | 77 | +22,585 | 2.94% | Q4 2025 | Jan 13, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 735,506 | 41,784 | 5.42% | 5.36% | 78 | +22,232 | 3.12% | Q4 2025 | Feb 05, 2026 |
| Accredited Investors Inc. | History | Reduced | 732,955 | 41,639 | 2.21% | 2.37% | 79 | -34,552 | -4.5% | Q4 2025 | Feb 05, 2026 |
| VICUS CAPITAL | History | Added to | 731,625 | 41,563 | 3.12% | 2.97% | 80 | +28,653 | 4.08% | Q4 2025 | Jan 22, 2026 |
| COURIER CAPITAL LLC | History | Added to | 725,300 | 41,204 | 2.31% | 2.19% | 81 | +34,594 | 5.01% | Q4 2025 | Jan 29, 2026 |
| Constellation Investments, Inc. | History | No change | 712,000 | 40,448 | 1.25% | 1.84% | 82 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Convergence Financial, LLC | History | Added to | 707,615 | 40,199 | 5.87% | 5.71% | 83 | +19,783 | 2.88% | Q4 2025 | Feb 11, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 706,930 | 40,160 | 6.44% | 9.41% | 84 | -351,781 | -33.23% | Q4 2025 | Feb 09, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 695,651 | 39,519 | 3.14% | 3.06% | 85 | +34,182 | 5.17% | Q4 2025 | Feb 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 694,326 | 39,444 | 1.49% | 1.56% | 86 | -35,561 | -4.87% | Q4 2025 | Feb 17, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 693,535 | 39,399 | 3.65% | 2.83% | 87 | +155,635 | 28.93% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 688,637 | 39,384 | 0.07% | 0.07% | 88 | +1,673 | 0.24% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Reduced | 691,815 | 39,302 | 0.03% | 0.03% | 89 | -8,219 | -1.17% | Q4 2025 | Feb 17, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 691,510 | 39,285 | 3.04% | 2.83% | 90 | +36,346 | 5.55% | Q4 2025 | Feb 10, 2026 |
| Avior Wealth Management, LLC | History | Added to | 689,717 | 39,182 | 1.22% | 1.18% | 91 | +29,243 | 4.43% | Q4 2025 | Jan 06, 2026 |
| Dakota Wealth Management | History | Added to | 688,529 | 39,115 | 0.69% | 0.7% | 92 | +59,884 | 9.53% | Q4 2025 | Jan 13, 2026 |
| ERn Financial, LLC | History | Added to | 676,263 | 38,418 | 7.22% | 7.04% | 93 | +31,736 | 4.92% | Q4 2025 | Jan 15, 2026 |
| TSFG, LLC | History | Added to | 668,138 | 37,957 | 5.67% | 5.09% | 94 | +88,711 | 15.31% | Q4 2025 | Feb 04, 2026 |
| Align Financial, LLC | History | New | 37,551 | 37,551 | 0.02% | — | 95 | +37,551 | New | Q4 2025 | Feb 17, 2026 |
| Scarborough Advisors, LLC | History | Added to | 650,462 | 36,952 | 6.24% | 5.33% | 96 | +104,518 | 19.14% | Q4 2025 | Feb 17, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 646,065 | 36,702 | 5.81% | 6.28% | 97 | -53,438 | -7.64% | Q4 2025 | Feb 02, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 625,644 | 35,786 | 0.04% | 0.04% | 98 | -16,081 | -2.51% | Q4 2025 | Feb 13, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 616,365 | 35,015 | 16.58% | 16.44% | 99 | +28,167 | 4.79% | Q4 2025 | Jan 29, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 603,839 | 34,304 | 0.51% | 0.48% | 100 | -6,636 | -1.09% | Q4 2025 | Jan 05, 2026 |
| Hills Bank & Trust Co | History | Added to | 600,786 | 34,130 | 1.98% | 1.9% | 101 | +16,001 | 2.74% | Q4 2025 | Feb 05, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 594,790 | 33,790 | 11.29% | 11.09% | 102 | +35,144 | 6.28% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 587,548 | 33,378 | 0.82% | 0.8% | 103 | +19,835 | 3.49% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 587,191 | 33,358 | 3.48% | 3.47% | 104 | +52,703 | 9.86% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 572,801 | 32,540 | 0.0% | 0.0% | 105 | +7,302 | 1.29% | Q4 2025 | Feb 17, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 569,686 | 32,363 | 7.19% | 2.16% | 106 | +399,501 | 234.75% | Q4 2025 | Jan 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 568,762 | 32,311 | 0.62% | 0.62% | 107 | +13,011 | 2.34% | Q4 2025 | Feb 12, 2026 |
| McNamara Financial Services, Inc. | History | New | 568,701 | 32,307 | 6.13% | — | 108 | +568,701 | New | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 567,085 | 32,216 | 0.12% | 0.14% | 109 | +3,041 | 0.54% | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 557,609 | 31,677 | 2.07% | 2.12% | 110 | -4,511 | -0.8% | Q4 2025 | Jan 23, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 541,657 | 30,771 | 2.58% | 2.51% | 111 | +19,751 | 3.78% | Q4 2025 | Feb 03, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 540,007 | 30,677 | 0.86% | 0.89% | 112 | -22,982 | -4.08% | Q4 2025 | Feb 05, 2026 |
| Choice Wealth Advisors, LLC | History | Reduced | 534,434 | 30,361 | 12.0% | 12.72% | 113 | -1,966 | -0.37% | Q4 2025 | Jan 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 526,875 | 29,932 | 0.07% | 0.08% | 114 | -99,571 | -15.89% | Q4 2025 | Feb 11, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 520,483 | 29,568 | 0.78% | 0.69% | 115 | +75,653 | 17.01% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 520,437 | 29,566 | 0.6% | 0.62% | 116 | +39,018 | 8.1% | Q4 2025 | Feb 03, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 501,205 | 29,160 | 0.92% | 0.85% | 117 | +49,195 | 10.88% | Q4 2025 | Jan 23, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 510,761 | 29,016 | 3.24% | 3.25% | 118 | +4,421 | 0.87% | Q4 2025 | Jan 08, 2026 |
| Rodgers & Associates, LTD | History | Added to | 500,177 | 28,415 | 2.88% | 2.81% | 119 | +7,186 | 1.46% | Q4 2025 | Jan 22, 2026 |
| SkyOak Wealth, LLC | History | Added to | 496,987 | 28,233 | 5.08% | 4.74% | 120 | +43,394 | 9.57% | Q4 2025 | Feb 05, 2026 |
| Roberts Financial Services LLC | History | Added to | 496,471 | 28,204 | 8.85% | 8.7% | 121 | +9,396 | 1.93% | Q4 2025 | Jan 23, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 491,618 | 27,928 | 3.42% | 4.21% | 122 | -77,672 | -13.64% | Q4 2025 | Jan 09, 2026 |
| Harbor Group, Inc. | History | Added to | 490,726 | 27,878 | 4.17% | 4.2% | 123 | +13,386 | 2.8% | Q4 2025 | Jan 12, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 489,301 | 27,797 | 12.51% | 10.85% | 124 | +71,341 | 17.07% | Q4 2025 | Feb 02, 2026 |
| BIP Wealth, LLC | History | Reduced | 486,989 | 27,665 | 0.98% | 1.37% | 125 | -12,464 | -2.5% | Q4 2025 | Jan 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 467,082 | 26,534 | 0.09% | 0.1% | 126 | -7,334 | -1.55% | Q4 2025 | Feb 06, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 465,712 | 26,457 | 4.3% | 4.47% | 127 | -16,158 | -3.35% | Q4 2025 | Jan 07, 2026 |
| Marathon Mission, Inc. | History | Added to | 463,013 | 26,303 | 15.21% | 15.23% | 128 | +1,698 | 0.37% | Q4 2025 | Jan 05, 2026 |
| POTENTIA WEALTH | History | Added to | 455,161 | 25,857 | 9.48% | 9.32% | 129 | +13,826 | 3.13% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 453,190 | 25,745 | 0.47% | 0.89% | 130 | -359,504 | -44.24% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 449,234 | 25,520 | 0.29% | 0.19% | 131 | +245,073 | 120.04% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 444,358 | 25,243 | 0.04% | 0.04% | 132 | +16,831 | 3.94% | Q4 2025 | Feb 13, 2026 |
| MBE Wealth Management, LLC | History | Added to | 443,852 | 25,215 | 10.56% | 10.21% | 133 | +17,195 | 4.03% | Q4 2025 | Jan 21, 2026 |
| Western Wealth Management, LLC | History | Added to | 442,600 | 25,144 | 1.16% | 1.26% | 134 | +9,613 | 2.22% | Q4 2025 | Feb 05, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 442,024 | 25,111 | 12.99% | 13.67% | 135 | -737 | -0.17% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 437,251 | 24,840 | 0.03% | 0.03% | 136 | +21,229 | 5.1% | Q4 2025 | Feb 02, 2026 |
| ABOUND FINANCIAL, LLC | History | Added to | 436,580 | 24,802 | 9.6% | 6.33% | 137 | +150,439 | 52.58% | Q4 2025 | Feb 17, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 434,810 | 24,701 | 0.87% | 0.71% | 138 | +84,646 | 24.17% | Q4 2025 | Jan 15, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 430,523 | 24,458 | 2.71% | 0.04% | 139 | +425,312 | 8161.81% | Q4 2025 | Jan 26, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 429,035 | 24,373 | 6.45% | 7.91% | 140 | -101,220 | -19.09% | Q4 2025 | Feb 10, 2026 |
| Stonebrook Private Inc. | History | Added to | 427,847 | 24,306 | 5.09% | 1.09% | 141 | +336,689 | 369.35% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 422,108 | 23,979 | 0.04% | 0.04% | 142 | -12,158 | -2.8% | Q4 2025 | Feb 18, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 417,135 | 23,697 | 4.76% | 6.45% | 143 | -140,116 | -25.14% | Q4 2025 | Feb 11, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 410,303 | 23,309 | 1.77% | 1.62% | 144 | +47,589 | 13.12% | Q4 2025 | Jan 09, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 408,444 | 23,203 | 3.64% | 3.73% | 145 | +8,688 | 2.17% | Q4 2025 | Jan 28, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 407,450 | 23,147 | 11.49% | 11.38% | 146 | +11,957 | 3.02% | Q4 2025 | Jan 22, 2026 |
| Summit Financial, LLC | History | Added to | 403,443 | 22,919 | 0.34% | 0.31% | 147 | +40,798 | 11.25% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 402,648 | 22,874 | 0.41% | 0.49% | 148 | +4,391 | 1.1% | Q4 2025 | Feb 06, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 397,688 | 22,592 | 0.58% | 0.59% | 149 | +6,898 | 1.77% | Q4 2025 | Jan 28, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 383,536 | 21,788 | 7.15% | 7.2% | 150 | +1,581 | 0.41% | Q4 2025 | Feb 05, 2026 |
| Foguth Wealth Management, LLC. | History | New | 381,304 | 21,719 | 3.37% | — | 151 | +381,304 | New | Q4 2025 | Jan 05, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 377,965 | 21,472 | 7.17% | 6.77% | 152 | +49,373 | 15.03% | Q4 2025 | Feb 06, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 376,632 | 21,396 | 1.83% | 1.49% | 153 | +190,973 | 102.86% | Q4 2025 | Feb 11, 2026 |
| Cynosure Group, LLC | History | Reduced | 370,675 | 21,058 | 2.14% | 2.26% | 154 | -4,811 | -1.28% | Q4 2025 | Feb 17, 2026 |
| Destiny Capital Corp/CO | History | Added to | 370,227 | 21,032 | 10.82% | 10.78% | 155 | +12,685 | 3.55% | Q4 2025 | Jan 23, 2026 |
| BCS Wealth Management | History | Added to | 362,581 | 20,598 | 2.08% | 2.2% | 156 | +185,860 | 105.17% | Q4 2025 | Jan 26, 2026 |
| BlackRock, Inc. | History | Added to | 362,001 | 20,565 | 0.0% | 0.0% | 157 | +332,157 | 1112.98% | Q4 2025 | Feb 12, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 359,677 | 20,433 | 10.84% | — | 158 | +359,677 | New | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 358,783 | 20,382 | 0.29% | 0.22% | 159 | +98,700 | 37.95% | Q4 2025 | Feb 09, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 357,968 | 20,336 | 8.81% | 8.75% | 160 | +12,447 | 3.6% | Q4 2025 | Feb 11, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 353,399 | 20,076 | 9.14% | 9.12% | 161 | +7,717 | 2.23% | Q4 2025 | Jan 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 352,016 | 19,998 | 0.23% | 0.22% | 162 | +20,011 | 6.03% | Q4 2025 | Jan 20, 2026 |
| ASSETMARK, INC | History | Added to | 348,294 | 19,786 | 0.04% | 0.02% | 163 | +168,967 | 94.22% | Q4 2025 | Jan 23, 2026 |
| Goodman Advisory Group, LLC | History | New | 343,596 | 19,519 | 4.8% | — | 164 | +343,596 | New | Q4 2025 | Feb 11, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 343,394 | 19,508 | 5.38% | 5.28% | 165 | -1,938 | -0.56% | Q4 2025 | Jan 15, 2026 |
| Freestate Advisors LLC | History | Reduced | 341,503 | 19,400 | 15.77% | 15.91% | 166 | -1,237 | -0.36% | Q4 2025 | Jan 12, 2026 |
| Navalign, LLC | History | Reduced | 338,257 | 19,216 | 4.72% | 4.98% | 167 | -3,059 | -0.9% | Q4 2025 | Feb 05, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 337,137 | 19,152 | 3.48% | 0.3% | 168 | -3,052 | -0.9% | Q4 2025 | Mar 04, 2026 |
| Hobart Private Capital, LLC | History | Added to | 334,757 | 19,017 | 3.71% | 2.73% | 169 | +99,382 | 42.22% | Q4 2025 | Jan 27, 2026 |
| Ascent Group, LLC | History | Reduced | 333,689 | 18,956 | 0.65% | 0.68% | 170 | -11,243 | -3.26% | Q4 2025 | Jan 20, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 330,253 | 18,761 | 0.1% | 0.14% | 171 | -159,469 | -32.56% | Q4 2025 | Jan 29, 2026 |
| CX Institutional | History | Added to | 327,291 | 18,593 | 0.55% | 0.54% | 172 | +6,547 | 2.04% | Q4 2025 | Feb 02, 2026 |
| McAdam, LLC | History | Reduced | 325,735 | 18,505 | 0.85% | 0.9% | 173 | -3,782 | -1.15% | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 324,003 | 18,406 | 0.6% | 0.65% | 174 | -12,092 | -3.6% | Q4 2025 | Feb 03, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 322,466 | 18,319 | 4.79% | 2.37% | 175 | +162,944 | 102.15% | Q4 2025 | Jan 27, 2026 |
| IFG Advisory, LLC | History | Added to | 313,783 | 17,825 | 0.78% | 0.71% | 176 | +31,925 | 11.33% | Q4 2025 | Feb 10, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 307,571 | 17,473 | 1.43% | 1.67% | 177 | -40,434 | -11.62% | Q4 2025 | Jan 23, 2026 |
| CBM Financial, LLC | History | New | 294,479 | 17,433 | 11.84% | — | 178 | +294,479 | New | Q4 2025 | Feb 19, 2026 |
| Collier Financial | History | Added to | 306,786 | 17,428 | 13.09% | 8.9% | 180 | +92,842 | 43.4% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 306,778 | 17,428 | 0.22% | 0.21% | 179 | +9,508 | 3.2% | Q4 2025 | Jan 29, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 301,112 | 17,106 | 2.15% | 2.13% | 181 | -12,646 | -4.03% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 297,500 | 16,900 | 0.05% | 0.05% | 182 | +22,218 | 8.07% | Q4 2025 | Feb 02, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 297,237 | 16,886 | 1.76% | 1.74% | 183 | +9,839 | 3.42% | Q4 2025 | Feb 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 292,297 | 16,605 | 1.03% | 1.11% | 184 | +13,879 | 4.98% | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Reduced | 288,514 | 16,390 | 0.19% | 0.19% | 185 | -5,618 | -1.91% | Q4 2025 | Jan 15, 2026 |
| Tempo Wealth, LLC | History | New | 278,551 | 15,824 | 2.82% | — | 186 | +278,551 | New | Q4 2025 | Feb 25, 2026 |
| Probity Advisors, Inc. | History | Added to | 278,079 | 15,797 | 2.53% | 2.3% | 187 | +21,509 | 8.38% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 278,065 | 15,796 | 0.03% | 0.03% | 188 | +18,366 | 7.07% | Q4 2025 | Mar 16, 2026 |
| rebel Financial LLC | History | New | 275,418 | 15,646 | 6.68% | — | 189 | +275,418 | New | Q4 2025 | Mar 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 272,889 | 15,503 | 0.13% | 0.07% | 190 | +107,446 | 64.94% | Q4 2025 | Jan 05, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 271,841 | 15,443 | 3.81% | 3.66% | 191 | +9,774 | 3.73% | Q4 2025 | Feb 09, 2026 |
| NOVEM GROUP | History | Reduced | 269,272 | 15,297 | 1.76% | 1.76% | 192 | -1,630 | -0.6% | Q4 2025 | Jan 27, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 266,429 | 15,238 | 2.05% | 1.73% | 193 | +7,905 | 3.06% | Q4 2025 | Feb 11, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 267,730 | 15,209 | 5.35% | 5.29% | 194 | +5,085 | 1.94% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 267,201 | 15,179 | 0.02% | 0.02% | 195 | +94,878 | 55.06% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 272,113 | 15,175 | 0.05% | 0.04% | 196 | +49,597 | 22.29% | Q4 2025 | Feb 10, 2026 |
| Sargent Investment Group, LLC | History | Added to | 263,832 | 14,988 | 1.88% | 2.07% | 197 | +1,741 | 0.66% | Q4 2025 | Feb 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 261,889 | 14,877 | 2.51% | — | 198 | +261,889 | New | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 258,402 | 14,679 | 0.02% | 0.02% | 199 | +60,993 | 30.9% | Q4 2025 | Feb 12, 2026 |
| Legacy Financial Group LLC | History | Added to | 247,196 | 14,631 | 1.81% | 1.73% | 200 | +8,928 | 3.75% | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 257,502 | 14,628 | 0.06% | 0.06% | 201 | +15,440 | 6.38% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 253,717 | 14,413 | 0.18% | 0.17% | 202 | +8,827 | 3.6% | Q4 2025 | Feb 05, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 253,390 | 14,395 | 0.51% | 0.54% | 203 | -1,061 | -0.42% | Q4 2025 | Feb 04, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 248,514 | 14,118 | 4.06% | 4.08% | 204 | -296 | -0.12% | Q4 2025 | Feb 09, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 243,084 | 13,809 | 6.2% | 4.27% | 205 | +74,268 | 43.99% | Q4 2025 | Jan 15, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | New | 231,049 | 13,410 | 12.44% | — | 206 | +231,049 | New | Q4 2025 | Feb 18, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 222,535 | 13,229 | 5.86% | 6.59% | 207 | -25,786 | -10.38% | Q4 2025 | Feb 09, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 231,125 | 13,130 | 6.02% | 5.79% | 208 | -239 | -0.1% | Q4 2025 | Feb 09, 2026 |
| Synergy Investment Management, LLC | History | Added to | 228,207 | 12,964 | 4.59% | 3.07% | 209 | +82,981 | 57.14% | Q4 2025 | Feb 06, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 226,659 | 12,876 | 0.53% | 0.53% | 210 | -1,671 | -0.73% | Q4 2025 | Jan 27, 2026 |
| Financial Council, LLC | History | Added to | 226,226 | 12,851 | 5.13% | 5.55% | 211 | +216 | 0.1% | Q4 2025 | Feb 05, 2026 |
| Diligent Investors, LLC | History | Reduced | 223,100 | 12,674 | 3.12% | 3.25% | 212 | -8,948 | -3.86% | Q4 2025 | Jan 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 222,725 | 12,653 | 0.31% | 0.35% | 213 | -19,976 | -8.23% | Q4 2025 | Feb 09, 2026 |
| Portside Wealth Group, LLC | History | Added to | 221,921 | 12,607 | 1.7% | 1.54% | 214 | +19,659 | 9.72% | Q4 2025 | Jan 21, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Added to | 221,811 | 12,601 | 3.86% | 3.95% | 215 | +437 | 0.2% | Q4 2025 | Feb 12, 2026 |
| Hofer & Associates. Inc | History | Added to | 217,336 | 12,346 | 6.54% | 6.67% | 216 | +6,841 | 3.25% | Q4 2025 | Jan 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 216,610 | 12,305 | 0.41% | 0.43% | 217 | -7,690 | -3.43% | Q4 2025 | Feb 06, 2026 |
| Guardian Wealth Advisors, LLC | History | Added to | 215,307 | 12,231 | 6.9% | 6.43% | 218 | +10,140 | 4.94% | Q4 2025 | Feb 02, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 213,397 | 12,123 | 0.8% | 0.8% | 219 | -3,863 | -1.78% | Q4 2025 | Jan 27, 2026 |
| GenWealth Group, Inc. | History | Added to | 207,946 | 12,046 | 2.05% | 2.06% | 220 | +7,557 | 3.77% | Q4 2025 | Jan 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 209,363 | 11,893 | 0.1% | 0.1% | 221 | +4,996 | 2.44% | Q4 2025 | Jan 26, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 209,175 | 11,883 | 4.64% | 4.95% | 222 | -1,250 | -0.59% | Q4 2025 | Feb 02, 2026 |
| POM Investment Strategies, LLC | History | Added to | 208,314 | 11,834 | 6.08% | 5.96% | 223 | +10,197 | 5.15% | Q4 2025 | Feb 17, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 205,551 | 11,677 | 1.3% | 1.35% | 224 | -996 | -0.48% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Group, LLC | History | Added to | 198,515 | 11,277 | 5.41% | 5.22% | 225 | +9,005 | 4.75% | Q4 2025 | Jan 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 198,294 | 11,265 | 0.01% | 0.0% | 226 | +41,670 | 26.61% | Q4 2025 | Mar 20, 2026 |
| Buttonwood Financial Group, LLC | History | Added to | 190,446 | 11,087 | 5.89% | 2.49% | 227 | +86,786 | 83.72% | Q4 2025 | Jan 13, 2026 |
| Gibbs Wealth Management | History | Reduced | 188,904 | 10,997 | 2.66% | 2.46% | 228 | -7,479 | -3.81% | Q4 2025 | Jan 23, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 192,230 | 10,920 | 3.85% | 4.28% | 229 | +769 | 0.4% | Q4 2025 | Feb 09, 2026 |
| Retirement Management Systems Inc. | History | New | 190,573 | 10,826 | 2.77% | — | 230 | +190,573 | New | Q4 2025 | Feb 12, 2026 |
| PECAUT & CO. | History | Added to | 188,666 | 10,718 | 3.46% | 3.28% | 231 | +4,036 | 2.19% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 188,570 | 10,712 | 0.21% | 0.2% | 232 | +14,282 | 8.19% | Q4 2025 | Jan 14, 2026 |
| Oak Harvest Investment Services | History | Added to | 187,985 | 10,679 | 1.16% | 1.2% | 233 | +2,368 | 1.28% | Q4 2025 | Jan 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 187,824 | 10,670 | 0.04% | 0.04% | 234 | +7,028 | 3.89% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | New | 183,062 | 10,399 | 0.06% | — | 235 | +183,062 | New | Q4 2025 | Feb 17, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 180,359 | 10,246 | 4.28% | 3.8% | 236 | +23,400 | 14.91% | Q4 2025 | Feb 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 179,953 | 10,223 | 0.18% | 0.22% | 237 | -11,928 | -6.22% | Q4 2025 | Feb 19, 2026 |
| M&T BANK CORP | History | Added to | 179,259 | 10,183 | 0.03% | 0.03% | 238 | +5,192 | 2.98% | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 178,933 | 10,165 | 0.11% | 0.15% | 239 | +2,696 | 1.53% | Q4 2025 | Jan 23, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 176,158 | 10,007 | 1.93% | 1.82% | 240 | +10,123 | 6.1% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 172,323 | 9,789 | 0.05% | 0.03% | 241 | +86,054 | 99.75% | Q4 2025 | Feb 17, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 172,034 | 9,773 | 1.31% | — | 242 | +172,034 | New | Q4 2025 | Feb 10, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 170,052 | 9,660 | 7.52% | — | 243 | +170,052 | New | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Reduced | 169,584 | 9,634 | 0.05% | 0.06% | 244 | -12,551 | -6.89% | Q4 2025 | Feb 10, 2026 |
| Aureum Wealth Management, LLC | History | New | 167,759 | 9,530 | 8.84% | — | 245 | +167,759 | New | Q4 2025 | Jan 28, 2026 |
| Auour Investments LLC | History | Reduced | 164,505 | 9,345 | 2.97% | 3.05% | 246 | -4,974 | -2.93% | Q4 2025 | Jan 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 163,738 | 9,301 | 0.0% | 0.0% | 247 | +32,417 | 24.69% | Q4 2025 | Feb 17, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 163,334 | 9,278 | 2.43% | 2.04% | 248 | +39,720 | 32.13% | Q4 2025 | Jan 27, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 163,295 | 9,276 | 5.14% | 4.65% | 249 | +4,382 | 2.76% | Q4 2025 | Jan 23, 2026 |
| NewSquare Capital LLC | History | Reduced | 163,266 | 9,275 | 0.82% | 0.86% | 250 | -66,745 | -29.02% | Q4 2025 | Feb 17, 2026 |
| Olde Wealth Management, LLC | History | Added to | 160,999 | 9,146 | 2.81% | 2.7% | 251 | +5,074 | 3.25% | Q4 2025 | Feb 12, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 157,406 | 8,942 | 1.69% | 1.66% | 252 | +2,485 | 1.6% | Q4 2025 | Jan 07, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 157,159 | 8,928 | 1.51% | 1.64% | 253 | -15,982 | -9.23% | Q4 2025 | Jan 20, 2026 |
| Quent Capital, LLC | History | Reduced | 154,954 | 8,802 | 0.64% | 0.72% | 254 | -518 | -0.33% | Q4 2025 | Jan 29, 2026 |
| Bensler, LLC | History | Added to | 153,090 | 8,697 | 0.87% | 0.8% | 255 | +13,942 | 10.02% | Q4 2025 | Feb 04, 2026 |
| Independent Wealth Network Inc. | History | Added to | 152,032 | 8,636 | 2.64% | 2.62% | 256 | +4,492 | 3.04% | Q4 2025 | Jan 26, 2026 |
| PAX Financial Group, LLC | History | Added to | 151,669 | 8,616 | 1.49% | 1.49% | 257 | +2,446 | 1.64% | Q4 2025 | Feb 05, 2026 |
| Key FInancial Inc | History | Reduced | 148,764 | 8,451 | 1.54% | 1.56% | 258 | -3,385 | -2.22% | Q4 2025 | Feb 09, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Added to | 147,719 | 8,391 | 2.47% | 2.53% | 259 | +1,025 | 0.7% | Q4 2025 | Jan 21, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 143,793 | 8,363 | 5.24% | 2.95% | 260 | +59,773 | 71.14% | Q4 2025 | Jan 28, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 146,640 | 8,330 | 0.53% | 0.57% | 261 | -5,262 | -3.46% | Q4 2025 | Jan 20, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 145,552 | 8,268 | 2.19% | 2.09% | 262 | +9,993 | 7.37% | Q4 2025 | Jan 14, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 145,471 | 8,264 | 2.93% | 2.9% | 263 | +3,301 | 2.32% | Q4 2025 | Feb 13, 2026 |
| Uptown Financial Advisors LLC | History | Reduced | 145,397 | 8,260 | 5.92% | 6.68% | 264 | -1,061 | -0.72% | Q4 2025 | Jan 23, 2026 |
| Partnership Wealth Management, LLC | History | Added to | 143,922 | 8,176 | 5.88% | 5.95% | 265 | +4,380 | 3.14% | Q4 2025 | Jan 09, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 143,463 | 8,150 | 2.68% | 2.81% | 266 | -8,232 | -5.43% | Q4 2025 | Jan 27, 2026 |
| RFG Advisory, LLC | History | Reduced | 142,015 | 8,067 | 0.15% | 0.23% | 267 | -58,138 | -29.05% | Q4 2025 | Feb 03, 2026 |
| Stone Summit Wealth LLC | History | Added to | 140,513 | 7,982 | 2.16% | 2.15% | 268 | +3,697 | 2.7% | Q4 2025 | Jan 27, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 139,462 | 7,922 | 3.95% | 4.09% | 269 | -8,613 | -5.82% | Q4 2025 | Jan 30, 2026 |
| Ignite Planners, LLC | History | Added to | 135,721 | 7,894 | 1.21% | 1.2% | 270 | +3,346 | 2.53% | Q4 2025 | Feb 06, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 136,195 | 7,737 | 3.3% | 3.29% | 271 | -1,757 | -1.27% | Q4 2025 | Jan 15, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 135,476 | 7,696 | 5.43% | 5.62% | 272 | +1,224 | 0.91% | Q4 2025 | Jan 27, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 135,205 | 7,680 | 4.74% | 3.52% | 273 | +34,153 | 33.8% | Q4 2025 | Jan 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 135,085 | 7,674 | 0.25% | 0.06% | 274 | +113,103 | 514.53% | Q4 2025 | Jan 20, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 134,316 | 7,630 | 0.46% | 0.45% | 275 | +3,246 | 2.48% | Q4 2025 | Feb 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 134,291 | 7,629 | 0.83% | 0.84% | 276 | +3,221 | 2.46% | Q4 2025 | Jan 26, 2026 |
| Snider Financial Group | History | Added to | 133,970 | 7,610 | 2.03% | 1.95% | 277 | +4,730 | 3.66% | Q4 2025 | Jan 21, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 133,235 | 7,569 | 0.84% | 0.87% | 278 | +16,285 | 13.92% | Q4 2025 | Feb 11, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Reduced | 128,743 | 7,313 | 5.98% | 6.01% | 279 | -151 | -0.12% | Q4 2025 | Feb 03, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 124,798 | 7,089 | 1.31% | 1.45% | 280 | -8,810 | -6.59% | Q4 2025 | Jan 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 124,341 | 7,063 | 0.32% | 0.31% | 281 | +4,649 | 3.88% | Q4 2025 | Jan 22, 2026 |
| Hunting Hill Global Capital, LLC | History | Reduced | 124,121 | 7,051 | 4.85% | 2.69% | 282 | -50,464 | -28.91% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 123,997 | 7,044 | 0.15% | 0.15% | 283 | +1,162 | 0.95% | Q4 2025 | Feb 02, 2026 |
| Sharkey, Howes & Javer | History | Added to | 122,182 | 6,941 | 0.88% | 0.57% | 284 | +42,262 | 52.88% | Q4 2025 | Jan 13, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 122,114 | 6,937 | 0.08% | 0.08% | 285 | -1,840 | -1.48% | Q4 2025 | Jan 21, 2026 |
| City Center Advisors, LLC | History | Added to | 121,351 | 6,893 | 6.34% | 5.92% | 286 | +11,305 | 10.27% | Q4 2025 | Jan 05, 2026 |
| Spire Wealth Management | History | Added to | 119,806 | 6,806 | 0.23% | 0.21% | 287 | +6,202 | 5.46% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 117,471 | 6,673 | 0.08% | 0.08% | 288 | -4,170 | -3.43% | Q4 2025 | Feb 11, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 117,348 | 6,666 | 2.92% | 2.88% | 289 | +1,949 | 1.69% | Q4 2025 | Feb 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 116,336 | 6,609 | 0.01% | 4.71% | 290 | +97,995 | 534.29% | Q4 2025 | Feb 17, 2026 |
| WRAPMANAGER INC | History | Reduced | 115,174 | 6,543 | 2.21% | 2.42% | 291 | -26,847 | -18.9% | Q4 2025 | Feb 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 113,846 | 6,467 | 0.01% | 0.0% | 292 | +113,662 | 61772.83% | Q4 2025 | Feb 17, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 112,479 | 6,389 | 1.72% | 1.75% | 293 | +1 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TAGStone Capital, Inc. | History | Added to | 111,889 | 6,356 | 2.37% | 2.41% | 294 | +2,017 | 1.84% | Q4 2025 | Feb 10, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 110,144 | 6,257 | 1.89% | 2.05% | 295 | -8,223 | -6.95% | Q4 2025 | Jan 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 109,689 | 6,231 | 0.0% | 0.0% | 296 | -246,895 | -69.24% | Q4 2025 | Feb 10, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 109,544 | 6,223 | 0.48% | 0.47% | 297 | +2,820 | 2.64% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 109,113 | 6,198 | 0.08% | 0.09% | 298 | +1,411 | 1.31% | Q4 2025 | Feb 10, 2026 |
| Vision Capital Management, Inc. | History | New | 108,840 | 6,183 | 0.75% | — | 299 | +108,840 | New | Q4 2025 | Jan 27, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 108,031 | 6,137 | 0.74% | 0.77% | 300 | -3,032 | -2.73% | Q4 2025 | Jan 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 106,423 | 6,045 | 0.12% | 0.13% | 301 | +2,639 | 2.54% | Q4 2025 | Feb 09, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 104,639 | 5,944 | 0.69% | 0.72% | 302 | -3,045 | -2.83% | Q4 2025 | Feb 10, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 104,545 | 5,939 | 0.02% | 0.02% | 303 | -21,710 | -17.2% | Q4 2025 | Feb 10, 2026 |
| TrueWealth Advisors, LLC | History | New | 104,235 | 5,921 | 1.53% | — | 304 | +104,235 | New | Q4 2025 | Jan 07, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 101,077 | 5,878 | 5.12% | — | 305 | +101,077 | New | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 103,079 | 5,855 | 0.03% | 0.03% | 306 | +8 | 0.01% | Q4 2025 | Feb 11, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 100,524 | 5,710 | 1.67% | — | 307 | +100,524 | New | Q4 2025 | Feb 13, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 99,991 | 5,680 | 2.75% | 2.76% | 308 | -598 | -0.59% | Q4 2025 | Jan 27, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 98,554 | 5,598 | 3.93% | 6.44% | 309 | -56,872 | -36.59% | Q4 2025 | Jan 27, 2026 |
| Belpointe Asset Management LLC | History | Added to | 98,389 | 5,589 | 0.2% | 0.21% | 310 | +57 | 0.06% | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 98,389 | 5,589 | 0.83% | 0.86% | 311 | +57 | 0.06% | Q4 2025 | Jan 27, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 98,323 | 5,585 | 0.36% | 0.42% | 312 | -13,957 | -12.43% | Q4 2025 | Feb 03, 2026 |
| SHARPEPOINT LLC | History | Added to | 97,766 | 5,554 | 3.33% | 4.67% | 313 | +4,079 | 4.35% | Q4 2025 | Feb 11, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 97,714 | 5,551 | 3.09% | 3.5% | 314 | +12,407 | 14.54% | Q4 2025 | Feb 17, 2026 |
| Broussard Financial Group LLC | History | New | 96,085 | 5,458 | 4.43% | — | 315 | +96,085 | New | Q4 2025 | Feb 02, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 95,763 | 5,440 | 1.01% | 0.99% | 316 | +4,972 | 5.48% | Q4 2025 | Feb 13, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 95,726 | 5,438 | 2.9% | 3.13% | 317 | -2,719 | -2.76% | Q4 2025 | Feb 09, 2026 |
| Phoenix Wealth Advisors | History | Added to | 94,764 | 5,383 | 2.07% | 1.99% | 318 | +956 | 1.02% | Q4 2025 | Jan 22, 2026 |
| Asset Management Group, Inc. | History | Added to | 94,717 | 5,380 | 0.87% | 0.85% | 319 | +579 | 0.62% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 93,431 | 5,375 | 0.48% | 0.45% | 320 | +4,369 | 4.91% | Q4 2025 | Jan 28, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 93,105 | 5,289 | 1.48% | 1.19% | 321 | +16,957 | 22.27% | Q4 2025 | Feb 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 100,044 | 5,286 | 0.13% | 0.1% | 322 | +6,799 | 7.29% | Q4 2025 | Feb 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 91,653 | 5,242 | 0.35% | 1.41% | 323 | -247,530 | -72.98% | Q4 2025 | Jan 15, 2026 |
| Inspire Advisors, LLC | History | Added to | 92,098 | 5,232 | 0.48% | 0.44% | 324 | +8,778 | 10.54% | Q4 2025 | Feb 13, 2026 |
| JNBA Financial Advisors | History | Reduced | 91,140 | 5,177 | 0.45% | 0.49% | 325 | -6,949 | -7.08% | Q4 2025 | Jan 26, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 91,083 | 5,174 | 1.44% | 1.36% | 326 | +5,942 | 6.98% | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 89,702 | 5,095 | 0.07% | 0.0% | 327 | +84,887 | 1762.97% | Q4 2025 | Feb 02, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 89,552 | 5,087 | 0.54% | 0.51% | 328 | +6,103 | 7.31% | Q4 2025 | Feb 13, 2026 |
| Macco Financial Group, Inc. | History | New | 89,048 | 5,058 | 4.35% | — | 329 | +89,048 | New | Q4 2025 | Feb 24, 2026 |
| Clarus Wealth Advisors | History | Added to | 86,300 | 5,008 | 2.08% | 2.12% | 330 | +335 | 0.39% | Q4 2025 | Jan 14, 2026 |
| Cooper Financial Group | History | Reduced | 86,376 | 4,907 | 0.52% | 0.64% | 331 | -17,867 | -17.14% | Q4 2025 | Jan 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 86,359 | 4,906 | 0.03% | 0.04% | 332 | -6,355 | -6.85% | Q4 2025 | Feb 17, 2026 |
| Inman Jager Wealth Management, LLC | History | Added to | 86,079 | 4,890 | 2.99% | 2.75% | 333 | +8,320 | 10.7% | Q4 2025 | Jan 26, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 85,360 | 4,849 | 1.87% | 1.6% | 334 | -7,079 | -7.66% | Q4 2025 | Feb 09, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 84,606 | 4,806 | 2.96% | 3.66% | 335 | -18,455 | -17.91% | Q4 2025 | Jan 07, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 84,386 | 4,793 | 0.06% | 0.06% | 336 | -286 | -0.34% | Q4 2025 | Jan 30, 2026 |
| Advisor OS, LLC | History | Added to | 84,338 | 4,791 | 0.39% | 0.11% | 337 | +60,548 | 254.51% | Q4 2025 | Feb 04, 2026 |
| Northern Capital Management, Inc. | History | Added to | 84,118 | 4,778 | 2.52% | 1.96% | 338 | +18,881 | 28.94% | Q4 2025 | Feb 03, 2026 |
| Waterloo Capital, L.P. | History | Added to | 83,452 | 4,740 | 0.34% | 0.34% | 339 | +1,607 | 1.96% | Q4 2025 | Feb 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 83,404 | 4,738 | 0.11% | 0.1% | 340 | +7,110 | 9.32% | Q4 2025 | Feb 13, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 79,936 | 4,541 | 2.56% | 2.49% | 341 | +8,465 | 11.84% | Q4 2025 | Feb 03, 2026 |
| Clear Retirement Advice LLC | History | New | 77,367 | 4,536 | 3.53% | — | 342 | +77,367 | New | Q4 2025 | Feb 24, 2026 |
| United Advisor Group, LLC | History | Added to | 78,311 | 4,448 | 0.55% | 0.56% | 343 | +3,069 | 4.08% | Q4 2025 | Jan 26, 2026 |
| EP Wealth Advisors, LLC | History | New | 77,901 | 4,425 | 0.02% | — | 344 | +77,901 | New | Q4 2025 | Feb 18, 2026 |
| PALLADIEM, LLC | History | New | 77,300 | 4,420 | 4.19% | — | 345 | +77,300 | New | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 77,051 | 4,377 | 0.38% | 0.36% | 346 | +3,480 | 4.73% | Q4 2025 | Jan 26, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 77,025 | 4,375 | 0.13% | 0.1% | 347 | +15,497 | 25.19% | Q4 2025 | Jan 23, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 76,347 | 4,337 | 0.12% | 0.18% | 348 | +23,193 | 43.63% | Q4 2025 | Feb 10, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 75,344 | 4,280 | 1.32% | 1.32% | 349 | +1,112 | 1.5% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 75,216 | 4,273 | 0.01% | 0.01% | 350 | +2,410 | 3.31% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 75,074 | 4,264 | 0.06% | 0.02% | 351 | +51,969 | 224.93% | Q4 2025 | Feb 17, 2026 |
| Benchmark Financial, LLC | History | New | 74,552 | 4,235 | 4.22% | — | 352 | +74,552 | New | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 74,481 | 4,231 | 0.03% | 0.03% | 353 | -4,314 | -5.47% | Q4 2025 | Feb 12, 2026 |
| American Money Management, LLC | History | Added to | 74,332 | 4,222 | 0.66% | 0.67% | 354 | +1,376 | 1.89% | Q4 2025 | Feb 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 73,744 | 4,189 | 0.15% | 0.18% | 355 | +4,156 | 5.97% | Q4 2025 | Feb 09, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 71,279 | 4,049 | 1.98% | 1.95% | 356 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 71,235 | 4,046 | 1.09% | 1.57% | 357 | +3,329 | 4.9% | Q4 2025 | Feb 09, 2026 |
| TritonPoint Partners, LLC | History | New | 71,158 | 4,042 | 2.16% | — | 358 | +71,158 | New | Q4 2025 | Feb 13, 2026 |
| Red Tortoise LLC | History | Added to | 70,657 | 4,014 | 1.7% | 1.69% | 359 | +273 | 0.39% | Q4 2025 | Jan 22, 2026 |
| Copia Wealth Management | History | Reduced | 70,571 | 4,009 | 2.86% | 3.05% | 360 | -3,577 | -4.82% | Q4 2025 | Feb 06, 2026 |
| WealthTrak Capital Management LLC | History | Added to | 70,049 | 3,979 | 2.85% | 1.93% | 361 | +27,626 | 65.12% | Q4 2025 | Feb 10, 2026 |
| Partners in Financial Planning | History | Reduced | 69,965 | 3,974 | 0.67% | 0.75% | 362 | -8,185 | -10.47% | Q4 2025 | Feb 02, 2026 |
| Capital Analysts, LLC | History | Reduced | 69,912 | 3,971 | 0.12% | 0.12% | 363 | -1,979 | -2.75% | Q4 2025 | Feb 11, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 68,429 | 3,887 | 2.49% | 2.58% | 364 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Visionary Wealth Advisors | History | Added to | 67,458 | 3,832 | 0.17% | 0.17% | 365 | +7 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 67,028 | 3,807 | 1.11% | 0.94% | 366 | +2,521 | 3.91% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 64,535 | 3,666 | 0.19% | 0.19% | 367 | +1,122 | 1.77% | Q4 2025 | Feb 05, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 62,870 | 3,656 | 2.41% | 1.93% | 368 | +14,426 | 29.78% | Q4 2025 | Feb 11, 2026 |
| JDM Financial Group LLC | History | Reduced | 64,329 | 3,654 | 1.42% | 1.5% | 369 | -421 | -0.65% | Q4 2025 | Feb 02, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 63,986 | 3,635 | 0.04% | 0.05% | 370 | -881 | -1.36% | Q4 2025 | Jan 21, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 63,766 | 3,622 | 0.14% | 0.26% | 371 | -7,847 | -10.96% | Q4 2025 | Feb 04, 2026 |
| US BANCORP \DE\ | History | Reduced | 63,248 | 3,593 | 0.0% | 0.0% | 372 | -4,031 | -5.99% | Q4 2025 | Jan 30, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 62,554 | 3,553 | 0.2% | 0.19% | 373 | +7,463 | 13.55% | Q4 2025 | Feb 04, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 62,120 | 3,529 | 0.48% | 0.51% | 374 | -4,148 | -6.26% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 61,827 | 3,512 | 0.07% | 0.06% | 375 | +31,445 | 103.5% | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 61,639 | 3,501 | 0.06% | 0.07% | 376 | -2,935 | -4.55% | Q4 2025 | Jan 16, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 61,303 | 3,482 | 0.83% | 0.8% | 377 | +2,858 | 4.89% | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | Added to | 61,114 | 3,472 | 0.06% | 0.06% | 378 | +1,137 | 1.9% | Q4 2025 | Feb 09, 2026 |
| Shum Financial Group, Inc. | History | Added to | 61,049 | 3,468 | 2.5% | 2.33% | 379 | +4,673 | 8.29% | Q4 2025 | Jan 15, 2026 |
| BURNEY CO/ | History | Reduced | 60,301 | 3,425 | 0.11% | 0.11% | 380 | -4,098 | -6.36% | Q4 2025 | Jan 23, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 58,857 | 3,409 | 0.08% | 0.07% | 381 | +14,575 | 32.91% | Q4 2025 | Jan 28, 2026 |
| Keener Financial Planning LLC | History | Reduced | 60,010 | 3,409 | 1.47% | 1.63% | 382 | -3,435 | -5.41% | Q4 2025 | Jan 23, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 58,041 | 3,376 | 0.42% | 0.44% | 384 | +5,588 | 10.65% | Q4 2025 | Feb 23, 2026 |
| COMERICA BANK | History | Reduced | 59,441 | 3,376 | 0.01% | 0.01% | 383 | -2,952 | -4.73% | Q4 2025 | Jan 29, 2026 |
| American Investment Services, Inc. | History | Reduced | 59,253 | 3,366 | 0.78% | 0.81% | 385 | -1,512 | -2.49% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 58,835 | 3,342 | 0.23% | 0.13% | 386 | +23,282 | 65.49% | Q4 2025 | Jan 26, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 58,315 | 3,312 | 0.02% | 0.03% | 387 | +154 | 0.26% | Q4 2025 | Feb 18, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 57,293 | 3,254 | 1.89% | 1.89% | 388 | -417 | -0.72% | Q4 2025 | Jan 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 57,090 | 3,243 | 0.01% | 0.0% | 389 | +24,483 | 75.09% | Q4 2025 | Feb 17, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 56,955 | 3,235 | 0.24% | 0.21% | 390 | +3,712 | 6.97% | Q4 2025 | Feb 03, 2026 |
| Simplicity Wealth,LLC | History | Added to | 56,941 | 3,234 | 0.19% | 0.17% | 391 | +3,528 | 6.61% | Q4 2025 | Jan 30, 2026 |
| Friday Financial | History | Added to | 56,350 | 3,201 | 1.13% | 1.22% | 392 | +3,692 | 7.01% | Q4 2025 | Jan 09, 2026 |
| Wagner Wealth Management, Corp | History | New | 56,101 | 3,187 | 3.14% | — | 393 | +56,101 | New | Q4 2025 | Feb 12, 2026 |
| Sovran Advisors, LLC | History | Reduced | 54,429 | 3,174 | 0.27% | 0.27% | 394 | -318 | -0.58% | Q4 2025 | Jan 20, 2026 |
| Prism Advisors, Inc. | History | Reduced | 55,211 | 3,136 | 0.84% | 0.83% | 395 | -156 | -0.28% | Q4 2025 | Jan 23, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 54,965 | 3,122 | 0.73% | 0.58% | 396 | +64 | 0.12% | Q4 2025 | Feb 17, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 54,468 | 3,094 | 0.81% | 0.84% | 397 | -156 | -0.29% | Q4 2025 | Jan 26, 2026 |
| Keystone Financial Group | History | Reduced | 54,460 | 3,093 | 0.23% | 0.25% | 398 | -3,509 | -6.05% | Q4 2025 | Feb 06, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 54,398 | 3,090 | 0.68% | 0.67% | 399 | -100 | -0.18% | Q4 2025 | Jan 20, 2026 |
| Global Financial Private Client, LLC | History | Added to | 53,715 | 3,051 | 1.07% | 1.06% | 400 | +74 | 0.14% | Q4 2025 | Jan 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 53,594 | 3,044 | 0.02% | 0.0% | 401 | +48,027 | 862.71% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 53,492 | 3,038 | 0.02% | 0.02% | 402 | -873 | -1.61% | Q4 2025 | Feb 12, 2026 |
| Independent Advisor Alliance | History | Added to | 53,379 | 3,032 | 0.07% | 0.06% | 403 | +12,170 | 29.53% | Q4 2025 | Feb 04, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 50,689 | 3,000 | 1.73% | 0.93% | 404 | -314 | -0.62% | Q4 2025 | Feb 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 52,607 | 2,988 | 0.1% | 0.06% | 405 | +19,073 | 56.88% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 52,147 | 2,963 | 0.0% | 0.01% | 406 | -14,088 | -21.27% | Q4 2025 | Feb 10, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 52,166 | 2,963 | 0.69% | 0.67% | 407 | +1,097 | 2.15% | Q4 2025 | Jan 26, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 52,012 | 2,954 | 0.52% | 0.59% | 408 | -7,164 | -12.11% | Q4 2025 | Jan 15, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 51,996 | 2,953 | 1.63% | 1.65% | 409 | +1,121 | 2.2% | Q4 2025 | Jan 30, 2026 |
| SVB WEALTH LLC | History | Reduced | 50,530 | 2,870 | 0.17% | 0.18% | 410 | -11,121 | -18.04% | Q4 2025 | Feb 04, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 50,436 | 2,865 | 0.45% | 0.34% | 411 | +16,468 | 48.48% | Q4 2025 | Feb 03, 2026 |
| Francis Financial, Inc. | History | New | 50,215 | 2,852 | 0.56% | — | 412 | +50,215 | New | Q4 2025 | Feb 11, 2026 |
| Demars Financial Group, LLC | History | Reduced | 50,061 | 2,843 | 0.95% | 0.97% | 413 | -412 | -0.82% | Q4 2025 | Jan 22, 2026 |
| Atria Investments, Inc | History | Reduced | 49,996 | 2,840 | 0.03% | 0.04% | 414 | -5,676 | -10.2% | Q4 2025 | Feb 05, 2026 |
| Breakwater Capital Group | History | Reduced | 49,592 | 2,817 | 0.39% | 0.41% | 415 | -972 | -1.92% | Q4 2025 | Jan 09, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 49,143 | 2,791 | 0.83% | 0.87% | 416 | -1,725 | -3.39% | Q4 2025 | Feb 17, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 48,322 | 2,745 | 1.53% | 1.64% | 417 | -4,663 | -8.8% | Q4 2025 | Jan 30, 2026 |
| NORDEN GROUP LLC | History | Reduced | 47,754 | 2,712 | 0.27% | 0.27% | 418 | -410 | -0.85% | Q4 2025 | Jan 13, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 47,549 | 2,701 | 1.47% | 1.49% | 419 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| 1ST SOURCE BANK | History | Reduced | 47,350 | 2,689 | 0.14% | 0.14% | 420 | -764 | -1.59% | Q4 2025 | Feb 05, 2026 |
| Breachway Investments LLC | History | New | 47,209 | 2,681 | 2.83% | — | 421 | +47,209 | New | Q4 2025 | Jan 27, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 47,179 | 2,680 | 0.65% | 0.6% | 422 | +6,217 | 15.18% | Q4 2025 | Feb 02, 2026 |
| ArborFi Advisors, LLC | History | Added to | 46,343 | 2,632 | 2.14% | 1.96% | 424 | +2,834 | 6.51% | Q4 2025 | Jan 29, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 46,335 | 2,632 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Jacksonville Wealth Management, LLC | History | Added to | 46,147 | 2,621 | 1.86% | 1.62% | 425 | +6,185 | 15.48% | Q4 2025 | Feb 04, 2026 |
| INNEALTA CAPITAL, LLC | History | No change | 44,799 | 2,545 | 1.38% | 1.24% | 426 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 44,665 | 2,537 | 0.05% | 0.05% | 427 | -3,648 | -7.55% | Q4 2025 | Jan 16, 2026 |
| PSI Advisors, LLC | History | Reduced | 44,641 | 2,536 | 0.64% | 0.78% | 428 | -10,073 | -18.41% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 44,153 | 2,508 | 0.06% | 0.06% | 429 | +5,626 | 14.6% | Q4 2025 | Feb 06, 2026 |
| Slagle Financial, LLC | History | Added to | 43,844 | 2,490 | 0.87% | 0.87% | 430 | +1,190 | 2.79% | Q4 2025 | Jan 26, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 43,727 | 2,484 | 0.02% | 0.01% | 431 | +1,151 | 2.7% | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 43,449 | 2,468 | 0.47% | 0.43% | 432 | +1,842 | 4.43% | Q4 2025 | Feb 12, 2026 |
| Sunesis Advisors, LLC | History | No change | 43,133 | 2,450 | 1.11% | 1.11% | 433 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 43,080 | 2,447 | 0.06% | 0.06% | 434 | +3,019 | 7.54% | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | Reduced | 42,969 | 2,441 | 0.0% | 0.0% | 435 | -8,180 | -15.99% | Q4 2025 | Feb 13, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 42,979 | 2,441 | 0.1% | 0.1% | 436 | -1,373 | -3.1% | Q4 2025 | Jan 20, 2026 |
| Certified Advisory Corp | History | Added to | 42,929 | 2,438 | 0.22% | 0.23% | 437 | +35 | 0.08% | Q4 2025 | Jan 12, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 42,796 | 2,431 | 0.41% | 0.41% | 438 | -537 | -1.24% | Q4 2025 | Jan 27, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 42,668 | 2,423 | 0.69% | 0.74% | 439 | -974 | -2.23% | Q4 2025 | Feb 10, 2026 |
| CAP Partners, LLC | History | Added to | 42,606 | 2,420 | 1.37% | 1.26% | 440 | +2,388 | 5.94% | Q4 2025 | Feb 04, 2026 |
| Wrenne Financial Planning LLC | History | Reduced | 42,549 | 2,417 | 0.98% | 1.04% | 441 | -1,523 | -3.46% | Q4 2025 | Feb 10, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 42,471 | 2,412 | 0.88% | 0.92% | 443 | -379 | -0.88% | Q4 2025 | Jan 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 42,458 | 2,412 | 0.04% | 0.05% | 442 | -25 | -0.06% | Q4 2025 | Jan 23, 2026 |
| One Capital Management, LLC | History | Added to | 42,368 | 2,406 | 0.07% | 0.07% | 444 | +279 | 0.66% | Q4 2025 | Feb 10, 2026 |
| JT Stratford LLC | History | Reduced | 42,187 | 2,396 | 0.31% | 0.36% | 445 | -6,369 | -13.12% | Q4 2025 | Feb 12, 2026 |
| Kensington Asset Management, LLC | History | Reduced | 41,880 | 2,395 | 0.12% | 0.17% | 446 | -9,995 | -19.27% | Q4 2025 | Feb 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 42,577 | 2,392 | 0.65% | 0.64% | 447 | +4,860 | 12.89% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 41,793 | 2,374 | 0.01% | 0.02% | 448 | -5,339 | -11.33% | Q4 2025 | Feb 03, 2026 |
| FF Advisors,LLC | History | No change | 41,172 | 2,338 | 1.04% | 1.09% | 449 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 40,610 | 2,307 | 0.37% | 0.39% | 450 | +221 | 0.55% | Q4 2025 | Feb 11, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 40,327 | 2,290 | 0.12% | 0.12% | 451 | +573 | 1.44% | Q4 2025 | Mar 04, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 39,736 | 2,257 | 0.26% | 0.3% | 452 | +8,477 | 27.12% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 39,542 | 2,246 | 0.12% | 0.12% | 453 | -381 | -0.95% | Q4 2025 | Jan 20, 2026 |
| FineMark National Bank & Trust | History | Added to | 39,221 | 2,228 | 0.07% | 0.02% | 454 | +26,566 | 209.92% | Q4 2025 | Feb 12, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 38,374 | 2,180 | 0.97% | 1.09% | 455 | -2,300 | -5.65% | Q4 2025 | Jan 16, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 37,781 | 2,146 | 0.48% | 1.54% | 456 | -146,337 | -79.48% | Q4 2025 | Feb 11, 2026 |
| Idaho Trust Co | History | Reduced | 37,724 | 2,143 | 0.71% | 0.81% | 457 | -5,665 | -13.06% | Q4 2025 | Feb 05, 2026 |
| Valpey Financial Services, LLC | History | Added to | 37,552 | 2,133 | 1.36% | 1.29% | 458 | +1,788 | 5.0% | Q4 2025 | Mar 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 37,199 | 2,113 | 0.1% | 0.09% | 459 | +2,914 | 8.5% | Q4 2025 | Feb 13, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 36,956 | 2,099 | 0.15% | 0.16% | 460 | -3,150 | -7.85% | Q4 2025 | Jan 29, 2026 |
| NBC SECURITIES, INC. | History | Added to | 36,589 | 2,078 | 0.16% | 0.15% | 461 | +1,736 | 4.98% | Q4 2025 | Jan 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 36,544 | 2,076 | 0.22% | 0.24% | 462 | -2,976 | -7.53% | Q4 2025 | Feb 18, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 36,398 | 2,067 | 0.59% | 0.62% | 463 | -1,355 | -3.59% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Reduced | 36,351 | 2,065 | 0.1% | 0.2% | 465 | -51,764 | -58.75% | Q4 2025 | Jan 27, 2026 |
| Gotham Asset Management, LLC | History | Added to | 36,353 | 2,065 | 0.01% | 0.01% | 464 | +579 | 1.62% | Q4 2025 | Feb 17, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 36,291 | 2,061 | 1.9% | — | 466 | +36,291 | New | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 36,245 | 2,059 | 0.04% | 0.05% | 467 | -728 | -1.97% | Q4 2025 | Feb 13, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 36,175 | 2,055 | 0.28% | 0.31% | 468 | -185 | -0.51% | Q4 2025 | Jan 09, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 35,625 | 2,023 | 1.39% | 1.46% | 469 | -2,952 | -7.65% | Q4 2025 | Jan 26, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 35,595 | 2,022 | 2.11% | 2.06% | 470 | +1,584 | 4.66% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 35,096 | 1,993 | 0.0% | 0.0% | 471 | +24,296 | 224.96% | Q4 2025 | Feb 12, 2026 |
| Apella Capital, LLC | History | Added to | 34,709 | 1,971 | 0.04% | 0.04% | 472 | +504 | 1.47% | Q4 2025 | Jan 21, 2026 |
| GTS SECURITIES LLC | History | Added to | 34,374 | 1,952 | 0.07% | 0.06% | 473 | +7,300 | 26.96% | Q4 2025 | Feb 13, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 34,198 | 1,942 | 0.26% | 0.27% | 474 | -425 | -1.23% | Q4 2025 | Jan 30, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 34,120 | 1,938 | 0.41% | 0.42% | 475 | +76 | 0.22% | Q4 2025 | Jan 14, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 33,992 | 1,931 | 0.42% | 0.54% | 476 | -7,745 | -18.56% | Q4 2025 | Feb 02, 2026 |
| Weitzel Financial Services, Inc. | History | Reduced | 33,643 | 1,916 | 0.74% | 0.76% | 477 | -426 | -1.25% | Q4 2025 | Feb 03, 2026 |
| River Street Advisors LLC | History | Added to | 33,619 | 1,909 | 0.72% | 0.7% | 478 | +822 | 2.51% | Q4 2025 | Jan 26, 2026 |
| Balefire, LLC | History | Added to | 33,141 | 1,882 | 0.37% | 0.24% | 479 | +11,564 | 53.59% | Q4 2025 | Jan 12, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 33,119 | 1,881 | 0.19% | 0.19% | 480 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 32,840 | 1,865 | 0.7% | 0.73% | 481 | -146 | -0.44% | Q4 2025 | Feb 04, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 32,697 | 1,857 | 0.14% | 0.11% | 482 | +3,289 | 11.18% | Q4 2025 | Jan 23, 2026 |
| MKT Advisors LLC | History | Added to | 32,194 | 1,852 | 0.63% | 0.52% | 483 | +6,969 | 27.63% | Q4 2025 | Jan 08, 2026 |
| Altman Advisors, Inc. | History | Added to | 142,176 | 1,850 | 0.7% | 0.69% | 484 | +3,512 | 2.53% | Q4 2025 | Feb 04, 2026 |
| E&G Advisors, LP | History | Reduced | 32,156 | 1,826 | 0.41% | 0.42% | 485 | -111 | -0.34% | Q4 2025 | Jan 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 32,003 | 1,818 | 0.0% | 0.0% | 486 | +3 | 0.01% | Q4 2025 | Feb 10, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 31,644 | 1,797 | 0.21% | 0.21% | 487 | +1,100 | 3.6% | Q4 2025 | Feb 17, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 31,616 | 1,796 | 0.23% | 0.23% | 488 | -27 | -0.09% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 31,039 | 1,763 | 0.0% | 0.0% | 489 | -64,561 | -67.53% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 31,018 | 1,762 | 0.0% | 0.0% | 490 | -5,020 | -13.93% | Q4 2025 | Feb 17, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | New | 30,918 | 1,756 | 1.47% | — | 491 | +30,918 | New | Q4 2025 | Feb 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 30,493 | 1,732 | 0.13% | 0.13% | 492 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 30,363 | 1,724 | 0.19% | 0.14% | 493 | +8,924 | 41.63% | Q4 2025 | Jan 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 30,198 | 1,715 | 0.0% | 0.0% | 494 | +45 | 0.15% | Q4 2025 | Feb 06, 2026 |
| MidFirst Bank | History | New | 29,920 | 1,699 | 0.14% | — | 495 | +29,920 | New | Q4 2025 | Feb 25, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 29,761 | 1,690 | 0.0% | 0.0% | 496 | +7,549 | 33.99% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 29,754 | 1,690 | 0.01% | 0.01% | 497 | +5,399 | 22.17% | Q4 2025 | Feb 13, 2026 |
| Thayer Financial, L.L.C. | History | New | 29,686 | 1,686 | 1.78% | — | 498 | +29,686 | New | Q4 2025 | Jan 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 29,427 | 1,683 | 0.06% | 0.13% | 499 | -9,078 | -23.58% | Q4 2025 | Feb 13, 2026 |
| Wells Financial Advisors INC | History | Reduced | 29,055 | 1,650 | 3.14% | 3.1% | 500 | -12,790 | -30.57% | Q4 2025 | Feb 02, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 28,836 | 1,638 | 0.58% | 0.52% | 501 | +6 | 0.02% | Q4 2025 | Jan 30, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 28,745 | 1,632 | 0.68% | 0.64% | 502 | +1,503 | 5.52% | Q4 2025 | Feb 13, 2026 |
| Redwood Financial Network Corp | History | Reduced | 28,648 | 1,627 | 1.04% | 1.04% | 503 | -953 | -3.22% | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 28,580 | 1,623 | 0.02% | 0.02% | 504 | -179 | -0.62% | Q4 2025 | Feb 13, 2026 |
| Third View Private Wealth, LLC | History | New | 28,411 | 1,614 | 0.22% | — | 505 | +28,411 | New | Q4 2025 | Jan 23, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 28,317 | 1,608 | 0.05% | 0.06% | 506 | -2,012 | -6.63% | Q4 2025 | Jan 20, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 27,908 | 1,585 | 0.0% | 0.0% | 507 | -95,424 | -77.37% | Q4 2025 | Feb 17, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 27,805 | 1,579 | 0.35% | 0.34% | 508 | +1,574 | 6.0% | Q4 2025 | Feb 04, 2026 |
| WealthShield Partners, LLC | History | Reduced | 27,763 | 1,577 | 0.17% | 0.19% | 509 | -2,570 | -8.47% | Q4 2025 | Feb 03, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 27,726 | 1,575 | 0.57% | 0.46% | 511 | +5,772 | 26.29% | Q4 2025 | Feb 04, 2026 |
| DAGCO, INC. | History | Added to | 27,730 | 1,575 | 0.36% | 0.39% | 510 | +13 | 0.05% | Q4 2025 | Jan 08, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 27,718 | 1,574 | 0.62% | 0.67% | 512 | +361 | 1.32% | Q4 2025 | Feb 02, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 27,529 | 1,563 | 0.02% | 0.01% | 513 | +6,521 | 31.04% | Q4 2025 | Feb 13, 2026 |
| Apollon Financial, LLC | History | Reduced | 27,419 | 1,557 | 0.23% | 0.26% | 514 | -680 | -2.42% | Q4 2025 | Jan 22, 2026 |
| Redwood Investment Management, LLC | History | Added to | 27,212 | 1,546 | 0.17% | 0.16% | 515 | +250 | 0.93% | Q4 2025 | Feb 17, 2026 |
| Wall Capital Group, Inc. | History | New | 27,056 | 1,537 | 1.46% | — | 516 | +27,056 | New | Q4 2025 | Feb 17, 2026 |
| VestGen Advisors, LLC | History | Reduced | 26,988 | 1,533 | 0.07% | 0.19% | 517 | -74,583 | -73.43% | Q4 2025 | Feb 17, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 27,000 | 1,533 | 0.44% | 0.46% | 518 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Reduced | 26,948 | 1,530 | 0.0% | 0.0% | 519 | -1,913 | -6.63% | Q4 2025 | Feb 19, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 26,913 | 1,528 | 0.48% | 0.5% | 520 | +37 | 0.14% | Q4 2025 | Jan 07, 2026 |
| Callan Family Office, LLC | History | New | 26,847 | 1,525 | 0.03% | — | 521 | +26,847 | New | Q4 2025 | Feb 12, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 26,658 | 1,514 | 0.6% | 0.6% | 522 | -527 | -1.94% | Q4 2025 | Feb 04, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 26,606 | 1,511 | 0.07% | 0.07% | 523 | -1,074 | -3.88% | Q4 2025 | Jan 29, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 25,202 | 1,431 | 0.06% | 0.06% | 524 | -1,313 | -4.95% | Q4 2025 | Feb 13, 2026 |
| REDW Wealth LLC | History | Added to | 25,187 | 1,430 | 0.55% | 0.52% | 525 | +479 | 1.94% | Q4 2025 | Jan 28, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 25,024 | 1,421 | 0.08% | 0.1% | 526 | -6,908 | -21.63% | Q4 2025 | Jan 29, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 25,008 | 1,420 | 0.05% | 0.05% | 527 | -102 | -0.41% | Q4 2025 | Jan 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 24,883 | 1,413 | 0.02% | 0.02% | 528 | +319 | 1.3% | Q4 2025 | Feb 06, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 24,758 | 1,406 | 0.3% | 0.32% | 529 | -1,500 | -5.71% | Q4 2025 | Feb 10, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 24,641 | 1,399 | 0.23% | 0.23% | 530 | -27 | -0.11% | Q4 2025 | Feb 06, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | New | 24,612 | 1,398 | 1.36% | — | 531 | +24,612 | New | Q4 2025 | Mar 27, 2026 |
| Integrated Advisors Network LLC | History | Added to | 24,440 | 1,388 | 0.06% | 0.04% | 532 | +6,728 | 37.99% | Q4 2025 | Feb 17, 2026 |
| Alliance Private Wealth, LLC | History | New | 23,583 | 1,383 | 0.48% | — | 533 | +23,583 | New | Q4 2025 | Feb 13, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 24,337 | 1,382 | 0.12% | 0.11% | 534 | +1,100 | 4.73% | Q4 2025 | Feb 09, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | No change | 23,858 | 1,382 | 0.65% | 0.81% | 535 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OPAL CAPITAL LLC | History | New | 13,702 | 1,369 | 0.34% | — | 536 | +13,702 | New | Q4 2025 | Feb 17, 2026 |
| Intrua Financial, LLC | History | Reduced | 23,999 | 1,363 | 0.14% | 0.21% | 537 | -11,641 | -32.66% | Q4 2025 | Feb 05, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 23,860 | 1,355 | 0.1% | 0.1% | 538 | -1,331 | -5.28% | Q4 2025 | Jan 23, 2026 |
| WHITE PINE CAPITAL LLC | History | Added to | 23,682 | 1,345 | 0.37% | 0.36% | 539 | +1,200 | 5.34% | Q4 2025 | Feb 09, 2026 |
| Sequent Planning LLC | History | Added to | 23,551 | 1,337 | 0.34% | 0.32% | 540 | +3,283 | 16.2% | Q4 2025 | Feb 05, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 23,439 | 1,331 | 0.1% | 0.09% | 541 | +2,363 | 11.21% | Q4 2025 | Feb 18, 2026 |
| Ellevest, Inc. | History | Added to | 23,133 | 1,314 | 0.18% | 0.18% | 542 | +510 | 2.25% | Q4 2025 | Feb 10, 2026 |
| UPTICK PARTNERS, LLC | History | New | 23,024 | 1,307 | 0.28% | — | 543 | +23,024 | New | Q4 2025 | Feb 02, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 22,951 | 1,303 | 0.19% | 0.19% | 544 | +486 | 2.16% | Q4 2025 | Feb 10, 2026 |
| Graney & King, LLC | History | Reduced | 22,691 | 1,289 | 0.75% | 1.68% | 545 | -21,181 | -48.28% | Q4 2025 | Feb 13, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 22,610 | 1,284 | 0.94% | 0.94% | 546 | -568 | -2.45% | Q4 2025 | Feb 12, 2026 |
| MATAURO, LLC | History | Reduced | 22,540 | 1,280 | 0.19% | 0.2% | 547 | -361 | -1.58% | Q4 2025 | Jan 16, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 22,217 | 1,262 | 0.73% | 0.74% | 548 | -140 | -0.63% | Q4 2025 | Jan 12, 2026 |
| Krilogy Financial LLC | History | Added to | 21,264 | 1,236 | 0.04% | 0.04% | 549 | +92 | 0.43% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 21,453 | 1,218 | 0.09% | 0.09% | 550 | -122 | -0.57% | Q4 2025 | Jan 21, 2026 |
| Legacy Edge Advisors, LLC | History | New | 21,390 | 1,215 | 0.13% | — | 552 | +21,390 | New | Q4 2025 | Feb 02, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 21,387 | 1,215 | 0.48% | 0.48% | 551 | +109 | 0.51% | Q4 2025 | Jan 15, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 21,216 | 1,213 | 0.12% | 0.23% | 554 | -17,346 | -44.98% | Q4 2025 | Feb 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Reduced | 21,356 | 1,213 | 0.53% | 0.55% | 553 | -367 | -1.69% | Q4 2025 | Jan 29, 2026 |
| PFG Investments, LLC | History | Reduced | 21,316 | 1,210 | 0.06% | 0.06% | 555 | -799 | -3.61% | Q4 2025 | Jan 26, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 21,247 | 1,207 | 0.28% | 0.27% | 556 | +322 | 1.54% | Q4 2025 | Jan 16, 2026 |
| GGM Financials LLC | History | Added to | 21,089 | 1,198 | 0.58% | 0.58% | 557 | +358 | 1.73% | Q4 2025 | Feb 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 21,079 | 1,197 | 0.0% | 0.0% | 558 | +2,463 | 13.23% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Reduced | 20,954 | 1,190 | 0.03% | 0.03% | 559 | -257 | -1.21% | Q4 2025 | Jan 30, 2026 |
| Argent Trust Co | History | Added to | 20,936 | 1,189 | 0.04% | 0.04% | 560 | +2,363 | 12.72% | Q4 2025 | Feb 10, 2026 |
| Advisors Capital Management, LLC | History | Added to | 20,895 | 1,187 | 0.01% | 0.01% | 561 | +2 | 0.01% | Q4 2025 | Jan 29, 2026 |
| Schrum Private Wealth Management LLC | History | Reduced | 20,671 | 1,174 | 0.87% | 0.84% | 562 | -128 | -0.62% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Added to | 20,654 | 1,173 | 0.0% | 0.0% | 563 | +3,113 | 17.75% | Q4 2025 | Feb 13, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 20,351 | 1,156 | 0.36% | 0.35% | 564 | -180 | -0.88% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 20,159 | 1,145 | 0.06% | 0.07% | 565 | -384 | -1.87% | Q4 2025 | Feb 10, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 20,125 | 1,143 | 0.61% | 0.44% | 566 | +5,044 | 33.45% | Q4 2025 | Feb 17, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 20,111 | 1,142 | 0.26% | 0.26% | 567 | +51 | 0.25% | Q4 2025 | Feb 06, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 19,945 | 1,133 | 0.16% | 0.18% | 568 | -1,302 | -6.13% | Q4 2025 | Feb 13, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 19,723 | 1,120 | 0.11% | — | 569 | +19,723 | New | Q4 2025 | Feb 11, 2026 |
| Pinnacle Family Advisors, LLC | History | New | 19,390 | 1,101 | 0.48% | — | 570 | +19,390 | New | Q4 2025 | Feb 17, 2026 |
| GREENLEAF TRUST | History | No change | 19,105 | 1,085 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| REGIONS FINANCIAL CORP | History | New | 18,565 | 1,054 | 0.01% | — | 572 | +18,565 | New | Q4 2025 | Jan 27, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 18,538 | 1,053 | 0.9% | — | 573 | +18,538 | New | Q4 2025 | Feb 09, 2026 |
| Triton Financial Group Inc | History | Reduced | 18,507 | 1,051 | 0.7% | 0.69% | 574 | -132 | -0.71% | Q4 2025 | Feb 03, 2026 |
| SPRING CAPITAL MANAGEMENT, LLC | History | No change | 18,490 | 1,050 | 0.53% | 0.5% | 575 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 18,319 | 1,040 | 1.96% | — | 576 | +18,319 | New | Q4 2025 | Feb 18, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 17,921 | 1,018 | 0.54% | — | 578 | +17,921 | New | Q4 2025 | Feb 23, 2026 |
| Waldron Private Wealth LLC | History | No change | 17,922 | 1,018 | 0.04% | 0.04% | 577 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 17,762 | 1,009 | 0.44% | 0.44% | 579 | -174 | -0.97% | Q4 2025 | Feb 05, 2026 |
| M3 Advisory Group, LLC | History | Added to | 17,574 | 998 | 0.61% | 0.58% | 580 | +737 | 4.38% | Q4 2025 | Jan 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 17,527 | 995 | 0.01% | 0.01% | 581 | -6,953 | -28.4% | Q4 2025 | Feb 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 17,437 | 990 | 0.02% | 0.02% | 582 | +2,813 | 19.24% | Q4 2025 | Feb 03, 2026 |
| RHS Financial, LLC | History | Added to | 17,370 | 986 | 0.48% | 0.42% | 583 | +2,620 | 17.76% | Q4 2025 | Jan 16, 2026 |
| KM Capital Management Ltd. | History | Added to | 17,181 | 976 | 0.5% | 0.34% | 584 | +3,752 | 27.94% | Q4 2025 | Feb 17, 2026 |
| Community Bank, N.A. | History | Reduced | 17,111 | 972 | 0.11% | 0.11% | 585 | -45 | -0.26% | Q4 2025 | Feb 04, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 17,042 | 968 | 0.14% | 0.14% | 586 | +12 | 0.07% | Q4 2025 | Feb 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 17,022 | 967 | 0.01% | 0.01% | 587 | +2,408 | 16.48% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 16,902 | 960 | 0.05% | 0.05% | 588 | +2,219 | 15.11% | Q4 2025 | Jan 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 16,829 | 956 | 0.01% | 0.01% | 589 | +1,481 | 9.65% | Q4 2025 | Feb 12, 2026 |
| Financial Insights, Inc. | History | Added to | 16,668 | 946 | 0.32% | 0.29% | 590 | +740 | 4.65% | Q4 2025 | Mar 31, 2026 |
| Asempa Wealth Advisors | History | New | 16,640 | 945 | 0.81% | — | 592 | +16,640 | New | Q4 2025 | Jan 08, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 16,648 | 945 | 0.08% | 0.06% | 591 | +4,000 | 31.63% | Q4 2025 | Jan 13, 2026 |
| RKL Wealth Management LLC | History | Added to | 16,626 | 944 | 0.08% | 0.08% | 593 | +433 | 2.67% | Q4 2025 | Feb 12, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 16,614 | 943 | 0.53% | 0.47% | 595 | +1,777 | 11.98% | Q4 2025 | Jan 26, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 16,613 | 943 | 0.04% | 0.05% | 594 | +29 | 0.17% | Q4 2025 | Feb 12, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 16,581 | 941 | 0.63% | 0.61% | 596 | +721 | 4.55% | Q4 2025 | Jan 08, 2026 |
| Sherman Wealth Management LLC | History | New | 16,408 | 932 | 0.81% | — | 597 | +16,408 | New | Q4 2025 | Jan 15, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 16,371 | 930 | 0.04% | 0.04% | 598 | -1,354 | -7.64% | Q4 2025 | Jan 15, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 16,252 | 923 | 0.02% | 0.02% | 599 | -1,500 | -8.45% | Q4 2025 | Jan 28, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 16,209 | 920 | 0.23% | 0.19% | 600 | +875 | 5.71% | Q4 2025 | Jan 08, 2026 |
| Headland Capital, LLC | History | Added to | 16,161 | 918 | 0.26% | 0.25% | 601 | +172 | 1.08% | Q4 2025 | Jan 28, 2026 |
| BOKF, NA | History | Reduced | 16,031 | 910 | 0.01% | 0.01% | 602 | -534 | -3.22% | Q4 2025 | Feb 03, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 16,012 | 909 | 0.02% | 0.02% | 603 | -90,843 | -85.02% | Q4 2025 | Feb 20, 2026 |
| Ironwood Financial, llc | History | Reduced | 15,582 | 906 | 0.15% | 0.15% | 604 | -15 | -0.1% | Q4 2025 | Jan 15, 2026 |
| Sequent Asset Management, LLC | History | Added to | 15,871 | 902 | 0.4% | 0.41% | 605 | +450 | 2.92% | Q4 2025 | Feb 10, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 15,873 | 901 | 0.04% | 0.05% | 606 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 15,495 | 880 | 0.0% | 0.0% | 607 | +4,307 | 38.5% | Q4 2025 | Feb 13, 2026 |
| MGB Wealth Management, LLC | History | Added to | 15,432 | 879 | 0.25% | 0.18% | 609 | +3,730 | 31.87% | Q4 2025 | Feb 17, 2026 |
| SFMG, LLC | History | No change | 15,479 | 879 | 0.06% | 0.06% | 608 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 15,322 | 870 | 0.07% | — | 610 | +15,322 | New | Q4 2025 | Jan 23, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 15,217 | 864 | 0.34% | 0.34% | 611 | -59 | -0.39% | Q4 2025 | Jan 27, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 15,204 | 863 | 0.08% | 0.1% | 612 | +1,083 | 7.67% | Q4 2025 | Jan 22, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 15,191 | 862 | 0.46% | 0.48% | 614 | -605 | -3.83% | Q4 2025 | Feb 24, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 15,186 | 862 | 0.5% | 0.53% | 613 | +351 | 2.37% | Q4 2025 | Feb 09, 2026 |
| CHOREO, LLC | History | Added to | 15,052 | 860 | 0.01% | 0.01% | 615 | +3,325 | 28.35% | Q4 2025 | Jan 23, 2026 |
| Rothschild Wealth LLC | History | Added to | 15,079 | 856 | 0.08% | 0.08% | 616 | +8,104 | 116.19% | Q4 2025 | Feb 17, 2026 |
| Greenspring Advisors, LLC | History | New | 15,052 | 855 | 0.05% | — | 617 | +15,052 | New | Q4 2025 | Feb 10, 2026 |
| Impact Partnership Wealth, LLC | History | New | 14,960 | 849 | 0.11% | — | 618 | +14,960 | New | Q4 2025 | Feb 10, 2026 |
| Sowell Financial Services LLC | History | Added to | 14,848 | 843 | 0.03% | 0.03% | 619 | +1,007 | 7.28% | Q4 2025 | Jan 21, 2026 |
| GeoWealth Management, LLC | History | Added to | 14,774 | 839 | 0.03% | 0.01% | 620 | +7,614 | 106.34% | Q4 2025 | Feb 17, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 14,622 | 830 | 0.08% | 0.07% | 621 | -146 | -0.99% | Q4 2025 | Feb 17, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 14,602 | 829 | 0.05% | — | 622 | +14,602 | New | Q4 2025 | Feb 09, 2026 |
| Pathstone Holdings, LLC | History | New | 14,480 | 822 | 0.0% | — | 623 | +14,480 | New | Q4 2025 | Feb 13, 2026 |
| AIFG Consultants Ltd. | History | Reduced | 14,414 | 818 | 1.4% | 1.42% | 624 | -184 | -1.26% | Q4 2025 | Feb 04, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 14,230 | 808 | 0.0% | — | 625 | +14,230 | New | Q4 2025 | Feb 05, 2026 |
| Lansing Street Advisors | History | Reduced | 14,226 | 808 | 0.21% | 0.25% | 626 | -2,716 | -16.03% | Q4 2025 | Jan 26, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 14,191 | 806 | 0.23% | 0.23% | 627 | +3 | 0.02% | Q4 2025 | Jan 13, 2026 |
| Sanchez Wealth Management Group | History | Reduced | 14,164 | 804 | 0.17% | 0.22% | 628 | -3,439 | -19.54% | Q4 2025 | Feb 04, 2026 |
| Lantz Financial LLC | History | Reduced | 14,141 | 803 | 0.17% | 0.18% | 629 | -564 | -3.84% | Q4 2025 | Jan 14, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 13,995 | 795 | 0.22% | 0.26% | 630 | -2,449 | -14.89% | Q4 2025 | Jan 23, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 13,954 | 792 | 0.03% | 0.03% | 631 | -81 | -0.58% | Q4 2025 | Feb 17, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 13,838 | 786 | 0.03% | 0.03% | 632 | -97 | -0.7% | Q4 2025 | Jan 06, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 13,779 | 782 | 0.44% | 0.48% | 633 | -1,195 | -7.98% | Q4 2025 | Jan 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 13,780 | 782 | 0.13% | 0.14% | 634 | -788 | -5.41% | Q4 2025 | Feb 10, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 13,760 | 781 | 0.2% | 0.2% | 635 | +4 | 0.03% | Q4 2025 | Jan 07, 2026 |
| Caldwell Trust Co | History | Reduced | 13,669 | 776 | 0.07% | 0.07% | 636 | -30 | -0.22% | Q4 2025 | Jan 30, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 13,607 | 772 | 0.05% | 0.05% | 637 | +72 | 0.53% | Q4 2025 | Feb 12, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 13,456 | 764 | 0.02% | 0.05% | 638 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 13,407 | 761 | 0.1% | 0.1% | 639 | +15 | 0.11% | Q4 2025 | Jan 15, 2026 |
| Hirtle Callaghan & Co LLC | History | Reduced | 13,292 | 755 | 0.03% | 0.03% | 640 | -205 | -1.52% | Q4 2025 | Feb 04, 2026 |
| Fortune 45 LLC | History | Added to | 13,247 | 754 | 0.36% | 0.37% | 641 | +11 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Embree Financial Group | History | Added to | 13,116 | 745 | 0.09% | 0.1% | 642 | +68 | 0.52% | Q4 2025 | Jan 14, 2026 |
| GM Advisory Group, LLC | History | No change | 13,106 | 744 | 0.03% | 0.03% | 643 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 13,003 | 738 | 0.14% | 0.12% | 644 | +24 | 0.18% | Q4 2025 | Jan 28, 2026 |
| RDA Financial Network | History | Reduced | 12,927 | 734 | 0.18% | 0.46% | 645 | -21,111 | -62.02% | Q4 2025 | Jan 06, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 12,880 | 731 | 0.09% | 0.09% | 646 | -220 | -1.68% | Q4 2025 | Jan 14, 2026 |
| Alteri Wealth LLC | History | Added to | 12,755 | 724 | 0.23% | 0.21% | 647 | +1,512 | 13.45% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 12,717 | 722 | 0.03% | 0.0% | 648 | +12,375 | 3618.42% | Q4 2025 | Feb 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 12,641 | 718 | 0.09% | 0.09% | 649 | -341 | -2.63% | Q4 2025 | Jan 26, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 12,625 | 717 | 0.02% | 0.02% | 650 | +1,333 | 11.8% | Q4 2025 | Feb 17, 2026 |
| Empirical Asset Management, LLC | History | Added to | 12,628 | 717 | 0.2% | 0.19% | 651 | +183 | 1.47% | Q4 2025 | Feb 06, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 12,618 | 716 | 0.42% | 0.46% | 652 | -906 | -6.7% | Q4 2025 | Feb 09, 2026 |
| Richmond Investment Services, LLC | History | Added to | 12,452 | 707 | 0.12% | 0.12% | 654 | +528 | 4.43% | Q4 2025 | Feb 12, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 12,453 | 707 | 0.02% | 0.02% | 653 | +65 | 0.52% | Q4 2025 | Feb 03, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 12,455 | 707 | 0.6% | 0.61% | 655 | +3 | 0.02% | Q4 2025 | Jan 21, 2026 |
| Kovack Advisors, Inc. | History | Added to | 12,303 | 698 | 0.03% | 0.05% | 656 | +2,871 | 30.44% | Q4 2025 | Feb 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 12,241 | 695 | 0.02% | 0.01% | 657 | +4,541 | 58.97% | Q4 2025 | Jan 30, 2026 |
| Castleview Partners, LLC | History | Added to | 12,195 | 692 | 0.34% | 0.35% | 658 | +396 | 3.36% | Q4 2025 | Jan 12, 2026 |
| Rossmore Private Capital | History | Added to | 12,093 | 687 | 0.06% | 0.05% | 659 | +4,094 | 51.18% | Q4 2025 | Feb 05, 2026 |
| HF Advisory Group, LLC | History | Reduced | 12,092 | 686 | 0.24% | 0.25% | 660 | -393 | -3.15% | Q4 2025 | Jan 23, 2026 |
| Wallace Advisory Group, LLC | History | Added to | 12,053 | 684 | 0.72% | 0.49% | 661 | +460 | 3.97% | Q4 2025 | Jan 23, 2026 |
| Copley Financial Group, Inc. | History | Added to | 12,044 | 684 | 0.42% | 0.45% | 662 | +67 | 0.56% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 11,950 | 678 | 0.0% | 0.0% | 663 | +404 | 3.5% | Q4 2025 | Feb 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 11,919 | 677 | 0.09% | 0.09% | 664 | +677 | 6.02% | Q4 2025 | Feb 04, 2026 |
| Edgestream Partners, L.P. | History | New | 11,806 | 670 | 0.02% | — | 665 | +11,806 | New | Q4 2025 | Feb 13, 2026 |
| BEACON FINANCIAL GROUP | History | New | 11,793 | 669 | 0.07% | — | 666 | +11,793 | New | Q4 2025 | Apr 01, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 11,637 | 661 | 0.07% | 0.07% | 667 | +436 | 3.89% | Q4 2025 | Jan 23, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 11,618 | 660 | 0.21% | 0.21% | 668 | -888 | -7.1% | Q4 2025 | Feb 02, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 11,352 | 660 | 0.11% | 0.11% | 669 | -16 | -0.14% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 11,593 | 658 | 0.0% | — | 670 | +11,593 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 11,578 | 657 | 0.01% | 0.01% | 671 | +29 | 0.25% | Q4 2025 | Feb 03, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 11,543 | 655 | 0.6% | 8.05% | 672 | -989,429 | -98.85% | Q4 2025 | Feb 09, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 11,264 | 653 | 0.33% | 0.36% | 673 | -38 | -0.34% | Q4 2025 | Jan 27, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 11,415 | 648 | 0.01% | 0.01% | 674 | -110 | -0.95% | Q4 2025 | Jan 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 11,306 | 642 | 0.02% | 0.02% | 675 | +751 | 7.12% | Q4 2025 | Feb 12, 2026 |
| Carnegie Investment Counsel | History | Added to | 11,259 | 639 | 0.01% | 0.01% | 676 | +520 | 4.84% | Q4 2025 | Jan 23, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 11,136 | 632 | 0.12% | 0.17% | 677 | -3,714 | -25.01% | Q4 2025 | Feb 04, 2026 |
| SYON CAPITAL LLC | History | No change | 11,118 | 631 | 0.03% | 0.03% | 678 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aegis Wealth Management, Inc. | History | New | 11,086 | 629 | 0.49% | — | 679 | +11,086 | New | Q4 2025 | Feb 05, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 11,035 | 626 | 0.04% | 0.04% | 680 | -78 | -0.7% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Added to | 11,017 | 625 | 0.01% | 0.01% | 681 | +240 | 2.23% | Q4 2025 | Feb 02, 2026 |
| Diversified Enterprises, LLC | History | Added to | 10,948 | 621 | 0.04% | 0.04% | 682 | +24 | 0.22% | Q4 2025 | Jan 28, 2026 |
| PMG Wealth Management, Inc. | History | No change | 10,867 | 617 | 0.45% | 0.46% | 683 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SEI INVESTMENTS CO | History | Added to | 10,690 | 607 | 0.0% | 0.0% | 684 | +908 | 9.28% | Q4 2025 | Feb 13, 2026 |
| IMC-Chicago, LLC | History | New | 10,600 | 602 | 0.0% | — | 685 | +10,600 | New | Q4 2025 | Jan 29, 2026 |
| Realta Investment Advisors | History | Reduced | 10,603 | 602 | 0.2% | 0.21% | 686 | -957 | -8.28% | Q4 2025 | Jan 20, 2026 |
| Smithfield Trust Co | History | No change | 10,600 | 600 | 0.03% | 0.03% | 687 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 10,530 | 598 | 0.09% | — | 688 | +10,530 | New | Q4 2025 | Feb 13, 2026 |
| Detalus Advisors, LLC | History | No change | 10,539 | 598 | 0.15% | 0.15% | 689 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 10,495 | 596 | 0.02% | 0.01% | 690 | +3,161 | 43.1% | Q4 2025 | Feb 17, 2026 |
| M Holdings Securities, Inc. | History | New | 10,465 | 595 | 0.04% | — | 691 | +10,465 | New | Q4 2025 | Feb 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 10,469 | 594 | 0.01% | 0.01% | 692 | +3,000 | 40.17% | Q4 2025 | Jan 27, 2026 |
| Peak Wealth Management LLC | History | New | 10,376 | 589 | 0.49% | — | 694 | +10,376 | New | Q4 2025 | Feb 04, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 10,370 | 589 | 0.03% | 0.03% | 693 | -138 | -1.31% | Q4 2025 | Feb 13, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 10,278 | 583 | 0.16% | 0.17% | 695 | -380 | -3.57% | Q4 2025 | Feb 11, 2026 |
| Prospect Financial Services LLC | History | Added to | 10,269 | 583 | 0.33% | 0.32% | 696 | +46 | 0.45% | Q4 2025 | Feb 06, 2026 |
| 626 Financial, LLC | History | Reduced | 10,260 | 582 | 0.25% | 0.29% | 697 | -1,766 | -14.68% | Q4 2025 | Feb 05, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 10,234 | 581 | 0.31% | 0.34% | 698 | -1,168 | -10.24% | Q4 2025 | Feb 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 10,096 | 573 | 0.21% | 0.26% | 699 | -2,786 | -21.63% | Q4 2025 | Jan 22, 2026 |
| SHP Wealth Management | History | New | 9,979 | 566 | 0.04% | — | 700 | +9,979 | New | Q4 2025 | Mar 04, 2026 |
| AlphaCore Capital LLC | History | Added to | 9,942 | 564 | 0.01% | 0.01% | 701 | +3,763 | 60.9% | Q4 2025 | Feb 05, 2026 |
| Pathway Financial Advisors LLC | History | No change | 9,730 | 563 | 0.07% | 0.07% | 702 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DGS Capital Management, LLC | History | Reduced | 9,892 | 561 | 0.1% | 0.1% | 703 | -238 | -2.35% | Q4 2025 | Feb 24, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 9,855 | 559 | 0.04% | 0.04% | 704 | +1,110 | 12.69% | Q4 2025 | Jan 16, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 9,794 | 556 | 0.07% | — | 705 | +9,794 | New | Q4 2025 | Jan 27, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 9,736 | 553 | 0.03% | 0.02% | 706 | +4,921 | 102.2% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 9,714 | 551 | 0.16% | 0.16% | 707 | -260 | -2.61% | Q4 2025 | Jan 22, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 9,650 | 548 | 0.39% | 0.4% | 708 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Midwest Trust Co | History | Added to | 9,559 | 543 | 0.01% | 0.0% | 709 | +5,132 | 115.93% | Q4 2025 | Feb 04, 2026 |
| Kestra Investment Management, LLC | History | Added to | 9,550 | 542 | 0.01% | 0.01% | 710 | +607 | 6.79% | Q4 2025 | Feb 09, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 9,486 | 538 | 0.01% | 0.02% | 711 | -880 | -8.49% | Q4 2025 | Feb 17, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 9,453 | 537 | 0.06% | 0.06% | 712 | -1,046 | -9.96% | Q4 2025 | Jan 23, 2026 |
| Regal Investment Advisors LLC | History | Added to | 9,425 | 535 | 0.03% | 0.03% | 713 | +1,791 | 23.46% | Q4 2025 | Feb 17, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 9,344 | 530 | 0.49% | — | 714 | +9,344 | New | Q4 2025 | Feb 27, 2026 |
| Liberty Atlantic Advisors LLC | History | New | 9,313 | 529 | 0.52% | — | 715 | +9,313 | New | Q4 2025 | Feb 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 9,219 | 523 | 0.01% | 0.01% | 716 | -617 | -6.27% | Q4 2025 | Jan 29, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 9,170 | 520 | 0.03% | 0.02% | 717 | +3,186 | 53.24% | Q4 2025 | Apr 02, 2026 |
| Daviman Financial, LLC | History | New | 9,147 | 519 | 0.3% | — | 718 | +9,147 | New | Q4 2025 | Feb 06, 2026 |
| Brio Consultants, LLC | History | Added to | 9,116 | 517 | 0.07% | 0.05% | 719 | +2,962 | 48.13% | Q4 2025 | Feb 04, 2026 |
| Darrow Company, Inc. | History | Reduced | 9,093 | 516 | 0.23% | 0.25% | 720 | -407 | -4.28% | Q4 2025 | Jan 27, 2026 |
| VANGUARD GROUP INC | History | Added to | 9,061 | 514 | 0.0% | 0.0% | 721 | +377 | 4.34% | Q4 2025 | Jan 29, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 9,002 | 511 | 0.18% | 0.18% | 722 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 8,904 | 505 | 0.02% | 0.02% | 723 | +3,019 | 51.3% | Q4 2025 | Jan 12, 2026 |
| MBL Wealth, LLC | History | No change | 8,840 | 502 | 0.04% | 0.04% | 724 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DAVENPORT & Co LLC | History | Added to | 8,798 | 499 | 0.0% | 0.0% | 725 | +3,453 | 64.6% | Q4 2025 | Jan 12, 2026 |
| ORG Partners LLC | History | Reduced | 8,774 | 498 | 0.09% | 0.09% | 726 | -66 | -0.75% | Q4 2025 | Jan 14, 2026 |
| Fortis Advisors, LLC | History | New | 8,736 | 496 | 0.27% | — | 727 | +8,736 | New | Q4 2025 | Feb 10, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 8,342 | 495 | 0.14% | 0.12% | 729 | +2,198 | 35.77% | Q4 2025 | Feb 10, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 8,724 | 495 | 0.19% | 0.19% | 728 | +38 | 0.44% | Q4 2025 | Jan 21, 2026 |
| Bluesphere Advisors LLC | History | Added to | 8,698 | 494 | 0.22% | 0.21% | 730 | +237 | 2.8% | Q4 2025 | Jan 21, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 8,698 | 494 | 0.51% | 0.5% | 731 | +110 | 1.28% | Q4 2025 | Jan 07, 2026 |
| Dynamic Financial Group | History | Added to | 8,601 | 488 | 0.42% | 0.39% | 732 | +419 | 5.12% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 8,562 | 486 | 0.0% | 0.0% | 733 | +1,358 | 18.85% | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 8,555 | 485 | 0.02% | 0.02% | 734 | +12 | 0.14% | Q4 2025 | Jan 30, 2026 |
| KRAEMATON INVESTMENT ADVISORS, INC | History | Reduced | 8,527 | 484 | 0.39% | 0.41% | 735 | -79 | -0.92% | Q4 2025 | Jan 21, 2026 |
| TrueWealth Financial Partners | History | New | 8,508 | 483 | 0.4% | — | 736 | +8,508 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 8,508 | 483 | 0.4% | — | 737 | +8,508 | New | Q4 2025 | Feb 05, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 8,519 | 483 | 0.2% | 0.11% | 738 | +4,126 | 93.92% | Q4 2025 | Jan 26, 2026 |
| Colonial River Investments, LLC | History | Reduced | 8,493 | 482 | 0.17% | 0.23% | 739 | -2,605 | -23.47% | Q4 2025 | Feb 04, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 8,458 | 480 | 0.03% | 0.03% | 740 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 8,445 | 479 | 0.06% | 0.07% | 741 | -82 | -0.96% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 8,397 | 477 | 0.01% | — | 742 | +8,397 | New | Q4 2025 | Feb 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 8,383 | 476 | 0.03% | 0.02% | 743 | +2,613 | 45.29% | Q4 2025 | Feb 05, 2026 |
| Csenge Advisory Group | History | New | 8,301 | 471 | 0.02% | — | 744 | +8,301 | New | Q4 2025 | Feb 06, 2026 |
| Compass Financial Services Inc | History | Added to | 8,281 | 470 | 0.2% | 0.2% | 745 | +13 | 0.16% | Q4 2025 | Feb 27, 2026 |
| Portland Financial Advisors Inc | History | No change | 8,290 | 470 | 1.0% | 0.98% | 746 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bill Few Associates, Inc. | History | Added to | 8,191 | 465 | 0.11% | 0.11% | 747 | +141 | 1.75% | Q4 2025 | Jan 12, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 8,195 | 465 | 0.12% | 0.12% | 748 | +42 | 0.52% | Q4 2025 | Jan 16, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 8,162 | 464 | 0.01% | 0.01% | 749 | -3,951 | -32.62% | Q4 2025 | Feb 10, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 8,115 | 461 | 0.14% | 0.15% | 750 | -111 | -1.35% | Q4 2025 | Feb 05, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 8,077 | 458 | 0.01% | 0.01% | 751 | +2,031 | 33.59% | Q4 2025 | Jan 20, 2026 |
| AVISO WEALTH MANAGEMENT | History | Reduced | 8,046 | 457 | 0.19% | 0.26% | 755 | -2,733 | -25.35% | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 8,058 | 457 | 0.07% | 0.07% | 753 | -288 | -3.45% | Q4 2025 | Feb 09, 2026 |
| First Financial Bank - Trust Division | History | No change | 8,054 | 457 | 0.04% | 0.04% | 752 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| GDS Wealth Management | History | No change | 8,048 | 457 | 0.03% | 0.03% | 754 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MCF Advisors LLC | History | Added to | 8,032 | 456 | 0.03% | 0.03% | 756 | +265 | 3.41% | Q4 2025 | Feb 11, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 8,021 | 455 | 0.23% | 0.24% | 757 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Lynx Investment Advisory | History | Added to | 8,003 | 454 | 0.25% | 0.26% | 758 | +43 | 0.54% | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | Reduced | 7,967 | 452 | 0.14% | 0.15% | 759 | -55 | -0.69% | Q4 2025 | Feb 12, 2026 |
| Johnson Wealth Management, LLC | History | New | 7,937 | 450 | 0.22% | — | 760 | +7,937 | New | Q4 2025 | Feb 11, 2026 |
| COWA, LLC | History | Reduced | 7,900 | 448 | 0.14% | 0.15% | 761 | -300 | -3.66% | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 7,885 | 447 | 0.03% | 0.02% | 762 | -1,802 | -18.6% | Q4 2025 | Jan 30, 2026 |
| Net Worth Advisory Group | History | New | 7,786 | 442 | 0.09% | — | 763 | +7,786 | New | Q4 2025 | Jan 14, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 7,725 | 438 | 0.26% | 0.24% | 764 | +450 | 6.19% | Q4 2025 | Jan 14, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 7,660 | 435 | 0.02% | 0.03% | 765 | -588 | -7.13% | Q4 2025 | Jan 23, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 7,640 | 434 | 0.12% | 0.1% | 767 | +794 | 11.6% | Q4 2025 | Feb 02, 2026 |
| Narus Financial Partners, LLC | History | Added to | 7,649 | 434 | 0.12% | 0.11% | 766 | +68 | 0.9% | Q4 2025 | Feb 09, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 7,465 | 424 | 0.38% | 0.38% | 768 | +142 | 1.94% | Q4 2025 | Feb 05, 2026 |
| Somerset Trust Co | History | Reduced | 7,449 | 423 | 0.13% | 0.13% | 769 | -37 | -0.49% | Q4 2025 | Jan 09, 2026 |
| FWG Investments, LLC. | History | Added to | 7,463 | 423 | 0.27% | 0.28% | 770 | +10 | 0.13% | Q4 2025 | Jan 28, 2026 |
| South Shore Capital Advisors | History | New | 7,380 | 419 | 0.31% | — | 771 | +7,380 | New | Q4 2025 | Jan 21, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 7,360 | 418 | 0.08% | 0.07% | 772 | +1,037 | 16.4% | Q4 2025 | Jan 27, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | No change | 7,359 | 418 | 0.03% | 0.03% | 773 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 7,337 | 416 | 0.0% | — | 774 | +7,337 | New | Q4 2025 | Feb 17, 2026 |
| PUREfi Wealth, LLC | History | Added to | 7,291 | 414 | 0.32% | 0.18% | 775 | +2,936 | 67.42% | Q4 2025 | Jan 12, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Reduced | 7,278 | 413 | 4.0% | 3.86% | 776 | -1,048 | -12.59% | Q4 2025 | Jan 27, 2026 |
| Ruggiero Investments, Inc. | History | New | 7,268 | 412 | 0.37% | — | 778 | +7,268 | New | Q4 2025 | Feb 12, 2026 |
| Truepoint, Inc. | History | Reduced | 7,269 | 412 | 0.01% | 0.01% | 777 | -2 | -0.03% | Q4 2025 | Feb 11, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 7,242 | 411 | 0.1% | 0.1% | 779 | +88 | 1.23% | Q4 2025 | Jan 16, 2026 |
| Apollon Wealth Management, LLC | History | New | 7,151 | 406 | 0.01% | — | 780 | +7,151 | New | Q4 2025 | Jan 22, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 7,158 | 406 | 0.01% | 0.01% | 781 | -240 | -3.24% | Q4 2025 | Feb 13, 2026 |
| Allie Family Office LLC | History | No change | 7,159 | 406 | 0.19% | 0.19% | 782 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SCS Capital Management LLC | History | No change | 7,131 | 405 | 0.0% | 0.0% | 783 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Keebeck Wealth Management | History | No change | 7,116 | 404 | 0.05% | 0.05% | 784 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Iowa State Bank | History | No change | 7,100 | 403 | 0.08% | 0.07% | 785 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 7,059 | 401 | 0.16% | 0.16% | 786 | -8 | -0.11% | Q4 2025 | Jan 28, 2026 |
| McMill Wealth Management | History | No change | 7,054 | 400 | 0.11% | 0.11% | 787 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 7,037 | 399 | 0.07% | 0.07% | 789 | -166 | -2.3% | Q4 2025 | Feb 03, 2026 |
| Mayfair Advisory Group, LLC | History | No change | 7,018 | 399 | 0.15% | 0.17% | 788 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Grandview Asset Management LLC | History | Added to | 7,021 | 398 | 0.11% | 0.11% | 790 | +41 | 0.59% | Q4 2025 | Jan 26, 2026 |
| SMART Wealth LLC | History | Added to | 6,965 | 395 | 0.12% | 0.13% | 792 | +555 | 8.66% | Q4 2025 | Jan 26, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 6,954 | 395 | 0.12% | 0.13% | 791 | -519 | -6.95% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 6,952 | 394 | 0.0% | 0.0% | 793 | +1 | 0.01% | Q4 2025 | Feb 11, 2026 |
| Caprock Group, LLC | History | No change | 6,939 | 394 | 0.01% | 0.01% | 794 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 6,882 | 390 | 0.11% | 0.21% | 795 | -5,747 | -45.51% | Q4 2025 | Jan 29, 2026 |
| Beacon Capital Management, LLC | History | New | 6,843 | 388 | 0.06% | — | 796 | +6,843 | New | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 6,804 | 386 | 0.05% | — | 798 | +6,804 | New | Q4 2025 | Feb 04, 2026 |
| ETF Store, Inc. | History | Added to | 6,801 | 386 | 0.39% | 0.4% | 797 | +18 | 0.27% | Q4 2025 | Jan 22, 2026 |
| Cassilly Financial Group LLC | History | New | 6,765 | 384 | 0.34% | — | 801 | +6,765 | New | Q4 2025 | Jan 15, 2026 |
| Capital Square, LLC | History | Added to | 6,762 | 384 | 0.2% | 0.17% | 799 | +788 | 13.19% | Q4 2025 | Feb 13, 2026 |