TOYOTA MOTOR CORP/ - TM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 128 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 6,995,672 | 1,497,493 | 0.51% | 0.48% | 1 | +86,474 | 1.25% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 2,421,645 | 518,377 | 0.03% | 0.02% | 2 | +279,110 | 13.03% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,150,167 | 246,204 | 0.03% | 0.03% | 3 | -79,922 | -6.5% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,047,133 | 224,149 | 0.03% | 0.03% | 4 | -4,335 | -0.41% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 928,662 | 198,789 | 0.01% | 0.02% | 5 | -536,949 | -36.64% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 893,741 | 191,314 | 0.0% | 0.0% | 6 | +6,259 | 0.71% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 883,462 | 189,113 | 0.01% | 0.01% | 7 | +108,767 | 14.04% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 532,334 | 113,951 | 0.16% | 0.13% | 8 | +66,695 | 14.32% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 439,107 | 94,000 | 0.08% | 0.07% | 9 | +19,015 | 4.53% | Q4 2025 | Feb 13, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 424,296 | 90,824 | 0.56% | 0.4% | 10 | +93,863 | 28.41% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 410,016 | 87,767 | 0.17% | 0.16% | 11 | +2,777 | 0.68% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 379,764 | 81,292 | 0.04% | 0.03% | 12 | +47,584 | 14.32% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 301,981 | 64,642 | 0.01% | 0.01% | 13 | -49,683 | -14.13% | Q4 2025 | Feb 17, 2026 |
| SRB CORP | History | No change | 298,092 | 63,809 | 3.5% | 3.26% | 14 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 277,543 | 59,410 | 0.01% | 0.01% | 15 | -8,234 | -2.88% | Q4 2025 | Feb 17, 2026 |
| Cullen Capital Management, LLC | History | Added to | 236,355 | 50,594 | 0.55% | 0.41% | 16 | +39,241 | 19.91% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 231,614 | 49,579 | 0.0% | 0.0% | 17 | +124,520 | 116.27% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 225,191 | 48,204 | 0.01% | 0.01% | 18 | +17,959 | 8.67% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 220,148 | 47,124 | 0.01% | 0.01% | 19 | +45,472 | 26.03% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 213,303 | 45,659 | 0.01% | 0.01% | 20 | -84,778 | -28.44% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 211,904 | 45,360 | 0.06% | 0.05% | 21 | -14,920 | -6.58% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 199,327 | 42,667 | 0.01% | — | 22 | +199,327 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 181,399 | 38,830 | 0.01% | 0.01% | 23 | -17,716 | -8.9% | Q4 2025 | Jan 29, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 180,709 | 38,682 | 0.01% | 0.0% | 24 | +80,155 | 79.71% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 175,305 | 37,525 | 0.03% | 0.03% | 25 | -22,835 | -11.52% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 158,421 | 33,914 | 0.01% | 0.01% | 26 | +8,687 | 5.8% | Q4 2025 | Feb 18, 2026 |
| Twin Tree Management, LP | History | Reduced | 142,500 | 30,503 | 0.27% | 0.33% | 27 | -277,381 | -66.06% | Q4 2025 | Feb 11, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 140,181 | 30,007 | 0.03% | 0.01% | 28 | +114,279 | 441.2% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 131,529 | 28,155 | 0.0% | 0.0% | 29 | +19,315 | 17.21% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 127,403 | 27,321 | 0.01% | 0.01% | 30 | +5,085 | 4.16% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 122,899 | 26,307 | 0.01% | 0.02% | 31 | -139,184 | -53.11% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 122,089 | 26,134 | 0.05% | 0.04% | 32 | +37,666 | 44.62% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 115,179 | 24,655 | 0.02% | 0.02% | 33 | +9,567 | 9.06% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 113,252 | 24,242 | 0.01% | 0.01% | 34 | +13,192 | 13.18% | Q4 2025 | Feb 11, 2026 |
| Martin Investment Management, LLC | History | Reduced | 112,580 | 24,098 | 6.74% | 5.6% | 35 | -2,649 | -2.3% | Q4 2025 | Feb 10, 2026 |
| Walleye Trading LLC | History | Added to | 98,500 | 21,084 | 0.03% | 0.03% | 36 | +10,200 | 11.55% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 94,753 | 20,282 | 0.0% | 0.0% | 37 | -2,633 | -2.7% | Q4 2025 | Feb 12, 2026 |
| Vantage Investment Partners, LLC | History | No change | 85,781 | 18,362 | 1.23% | 1.12% | 38 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 69,586 | 14,895 | 0.02% | 0.01% | 39 | +12,209 | 21.28% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 66,360 | 14,205 | 0.08% | 0.06% | 40 | +13,045 | 24.47% | Q4 2025 | Feb 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 63,869 | 13,671 | 0.15% | 0.14% | 41 | +5,038 | 8.56% | Q4 2025 | Feb 02, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 63,400 | 13,571 | 0.58% | 0.56% | 42 | -7,000 | -9.94% | Q4 2025 | Feb 09, 2026 |
| Bank of New York Mellon Corp | History | Added to | 56,412 | 12,075 | 0.0% | 0.0% | 43 | +4,203 | 8.05% | Q4 2025 | Feb 10, 2026 |
| HITE Hedge Asset Management LLC | History | Reduced | 50,609 | 10,833 | 0.69% | 1.18% | 44 | -63,096 | -55.49% | Q4 2025 | Feb 13, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 50,565 | 10,823 | 1.74% | 1.99% | 45 | -4,527 | -8.22% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 50,189 | 10,743 | 0.03% | 0.15% | 46 | -207,080 | -80.49% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 48,529 | 10,388 | 0.01% | 0.0% | 47 | +17,132 | 54.57% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 48,269 | 10,332 | 0.02% | 0.01% | 48 | +1,803 | 3.88% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 47,908 | 10,257 | 0.01% | 0.01% | 49 | +2,424 | 5.33% | Q4 2025 | Feb 13, 2026 |
| Altrius Capital Management Inc | History | Added to | 47,778 | 10,227 | 2.17% | 2.07% | 50 | +251 | 0.53% | Q4 2025 | Feb 02, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 47,760 | 10,223 | 0.1% | 0.09% | 51 | +1,801 | 3.92% | Q4 2025 | Feb 13, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 45,501 | 9,740 | 0.28% | 0.26% | 52 | -187 | -0.41% | Q4 2025 | Feb 06, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 43,957 | 9,409 | 0.13% | 0.17% | 53 | -16,821 | -27.68% | Q4 2025 | Feb 03, 2026 |
| SEI INVESTMENTS CO | History | Added to | 40,998 | 8,774 | 0.01% | 0.01% | 54 | +3,600 | 9.63% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 40,137 | 8,591 | 0.01% | 0.01% | 55 | +871 | 2.22% | Q4 2025 | Jan 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 39,210 | 8,393 | 0.0% | 0.0% | 56 | +6,572 | 20.14% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 38,952 | 8,338 | 0.01% | 0.01% | 57 | -618 | -1.56% | Q4 2025 | Feb 12, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 38,604 | 8,264 | 0.44% | 0.4% | 58 | -384 | -0.98% | Q4 2025 | Jan 15, 2026 |
| Amanah Holdings Trust | History | New | 37,000 | 7,920 | 1.16% | — | 59 | +37,000 | New | Q4 2025 | Feb 24, 2026 |
| Neuberger Berman Group LLC | History | Added to | 36,992 | 7,918 | 0.01% | 0.0% | 60 | +3,802 | 11.46% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 36,579 | 7,830 | 0.01% | 0.01% | 61 | +13,177 | 56.31% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 35,798 | 7,662 | 0.01% | 0.01% | 62 | +1,505 | 4.39% | Q4 2025 | Feb 06, 2026 |
| STATE STREET CORP | History | Reduced | 35,778 | 7,658 | 0.0% | 0.0% | 63 | -5,667 | -13.67% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 35,340 | 7,564 | 0.09% | 0.05% | 64 | +9,222 | 35.31% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Reduced | 35,219 | 7,539 | 0.02% | 0.02% | 65 | -1,995 | -5.36% | Q4 2025 | Jan 26, 2026 |
| Cerity Partners LLC | History | Added to | 33,649 | 7,202 | 0.01% | 0.01% | 66 | +3,441 | 11.39% | Q4 2025 | Feb 11, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 32,759 | 7,012 | 0.15% | — | 67 | +32,759 | New | Q4 2025 | Feb 17, 2026 |
| Vident Advisory, LLC | History | Reduced | 32,189 | 6,890 | 0.06% | 0.06% | 68 | -712 | -2.16% | Q4 2025 | Feb 18, 2026 |
| Moran Wealth Management, LLC | History | Added to | 30,613 | 6,553 | 0.2% | 0.11% | 69 | +11,504 | 60.2% | Q4 2025 | Jan 26, 2026 |
| American Assets Investment Management, LLC | History | No change | 30,000 | 6,421 | 0.44% | 0.42% | 70 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 29,177 | 6,245 | 0.19% | 0.18% | 71 | +550 | 1.92% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 28,048 | 6,003 | 0.01% | 0.01% | 72 | +6,484 | 30.07% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 27,952 | 5,979 | 0.01% | 0.01% | 74 | -696 | -2.43% | Q4 2025 | Mar 09, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 27,933 | 5,979 | 0.0% | 0.0% | 73 | +694 | 2.55% | Q4 2025 | Jan 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 27,553 | 5,898 | 0.0% | 0.0% | 75 | -119 | -0.43% | Q4 2025 | Feb 06, 2026 |
| Walleye Capital LLC | History | Added to | 27,452 | 5,876 | 0.02% | 0.01% | 76 | +17,352 | 171.8% | Q4 2025 | Feb 13, 2026 |
| INSPIRE TRUST CO, N.A. | History | Added to | 27,000 | 5,779 | 0.95% | 0.87% | 77 | +2,000 | 8.0% | Q4 2025 | Feb 10, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 26,698 | 5,714 | 0.06% | 0.05% | 78 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 26,500 | 5,672 | 0.08% | — | 79 | +26,500 | New | Q4 2025 | Feb 17, 2026 |
| GABELLI FUNDS LLC | History | New | 25,950 | 5,554 | 0.04% | — | 80 | +25,950 | New | Q4 2025 | Feb 05, 2026 |
| Pathstone Holdings, LLC | History | New | 25,874 | 5,538 | 0.02% | — | 81 | +25,874 | New | Q4 2025 | Feb 13, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 25,639 | 5,488 | 0.39% | 0.48% | 82 | -7,681 | -23.05% | Q4 2025 | Jan 14, 2026 |
| IFG Advisory, LLC | History | Added to | 25,477 | 5,453 | 0.24% | 0.21% | 83 | +1,129 | 4.64% | Q4 2025 | Feb 10, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 24,756 | 5,299 | 0.04% | 0.03% | 84 | +199 | 0.81% | Q4 2025 | Feb 17, 2026 |
| Cardinal Capital Management | History | Added to | 24,171 | 5,174 | 0.69% | 0.64% | 85 | +83 | 0.34% | Q4 2025 | Jan 30, 2026 |
| SOROS CAPITAL MANAGEMENT LLC | History | New | 23,200 | 4,966 | 1.3% | — | 86 | +23,200 | New | Q4 2025 | Feb 17, 2026 |
| Naviter Wealth, LLC | History | Reduced | 22,883 | 4,898 | 0.64% | 0.54% | 87 | -1,568 | -6.41% | Q4 2025 | Jan 21, 2026 |
| Ethic Inc. | History | Added to | 22,662 | 4,851 | 0.07% | 0.06% | 88 | +3,087 | 15.77% | Q4 2025 | Feb 03, 2026 |
| Vise Technologies, Inc. | History | Added to | 22,585 | 4,834 | 0.09% | 0.1% | 89 | +8,324 | 58.37% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 21,956 | 4,700 | 0.04% | 0.03% | 90 | +2,933 | 15.42% | Q4 2025 | Jan 05, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 21,241 | 4,546 | 0.71% | 0.64% | 91 | +1,729 | 8.86% | Q4 2025 | Feb 10, 2026 |
| Callan Family Office, LLC | History | Added to | 20,569 | 4,403 | 0.09% | 0.1% | 92 | +3,883 | 23.27% | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | No change | 20,477 | 4,383 | 0.06% | 0.05% | 93 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 20,252 | 4,335 | 0.07% | 0.06% | 94 | +450 | 2.27% | Q4 2025 | Jan 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 19,456 | 4,164 | 0.03% | 0.03% | 95 | +1,760 | 9.95% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 18,411 | 3,941 | 0.01% | 0.01% | 96 | +2,342 | 14.57% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 18,350 | 3,928 | 0.02% | 0.02% | 97 | +4,325 | 30.84% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 18,294 | 3,916 | 0.01% | 0.01% | 98 | -874 | -4.56% | Q4 2025 | Feb 12, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 18,205 | 3,896 | 0.75% | 0.65% | 99 | -2,235 | -10.93% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 17,977 | 3,848 | 0.07% | 0.04% | 100 | +6,116 | 51.56% | Q4 2025 | Jan 23, 2026 |
| Gold Investment Management Ltd. | History | Added to | 17,786 | 3,807 | 1.22% | 1.12% | 101 | +307 | 1.76% | Q4 2025 | Jan 28, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 17,639 | 3,775 | 0.0% | 0.0% | 102 | +3,453 | 24.34% | Q4 2025 | Feb 17, 2026 |
| apricus wealth, LLC | History | Added to | 16,829 | 3,602 | 1.84% | 1.71% | 103 | +205 | 1.23% | Q4 2025 | Jan 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 16,545 | 3,541 | 0.0% | 0.0% | 104 | +3,500 | 26.83% | Q4 2025 | Feb 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 16,034 | 3,432 | 0.01% | 0.01% | 105 | -4,833 | -23.16% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 15,806 | 3,383 | 0.01% | 0.01% | 106 | -821 | -4.94% | Q4 2025 | Mar 16, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 15,635 | 3,346 | 0.0% | 0.01% | 107 | -11,957 | -43.34% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 15,507 | 3,319 | 0.05% | 0.04% | 108 | +2,388 | 18.2% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 15,445 | 3,307 | 0.0% | 0.0% | 109 | +205 | 1.35% | Q4 2025 | Feb 17, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 15,325 | 3,280 | 0.13% | 0.09% | 110 | +2,325 | 17.88% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Added to | 15,193 | 3,252 | 0.01% | 0.01% | 111 | +2,512 | 19.81% | Q4 2025 | Jan 23, 2026 |
| Americana Partners, LLC | History | Added to | 14,746 | 3,156 | 0.09% | 0.06% | 112 | +4,251 | 40.51% | Q4 2025 | Feb 06, 2026 |
| Nuveen, LLC | History | Reduced | 14,669 | 3,140 | 0.0% | 0.0% | 113 | -2,533 | -14.73% | Q4 2025 | Feb 12, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 14,615 | 3,128 | 0.27% | 0.25% | 114 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Brooklyn Investment Group | History | Added to | 14,444 | 3,126 | 0.14% | 0.09% | 115 | +10,471 | 263.55% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | Reduced | 13,661 | 2,924 | 0.01% | 0.01% | 116 | -1,106 | -7.49% | Q4 2025 | Jan 30, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 13,190 | 2,823 | 0.01% | 0.01% | 117 | -980 | -6.92% | Q4 2025 | Feb 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 13,188 | 2,823 | 0.06% | 0.06% | 118 | -349 | -2.58% | Q4 2025 | Jan 27, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 13,085 | 2,800 | 0.0% | 0.0% | 119 | +1,141 | 9.55% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 12,823 | 2,744 | 0.01% | 0.01% | 120 | +3,549 | 38.27% | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,558 | 2,688 | 0.0% | 0.0% | 121 | +3,421 | 37.44% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,058 | 2,582 | 0.0% | 0.01% | 122 | -24,126 | -66.68% | Q4 2025 | Feb 17, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 11,108 | 2,580 | 0.51% | 0.45% | 123 | +211 | 1.94% | Q4 2025 | Jan 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 11,820 | 2,530 | 0.01% | 0.01% | 124 | +285 | 2.47% | Q4 2025 | Feb 12, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 11,733 | 2,511 | 0.82% | 0.97% | 125 | -4,055 | -25.68% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Added to | 11,564 | 2,475 | 0.07% | 0.06% | 126 | +2,204 | 23.55% | Q4 2025 | Feb 19, 2026 |
| Focus Partners Wealth | History | Added to | 11,537 | 2,458 | 0.0% | 0.0% | 127 | +4,096 | 55.05% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,218 | 2,401 | 0.01% | 0.01% | 128 | +1,172 | 11.67% | Q4 2025 | Feb 05, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 11,154 | 2,387 | 0.09% | 0.08% | 129 | -138 | -1.22% | Q4 2025 | Jan 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 10,985 | 2,351 | 0.01% | 0.01% | 130 | +4,906 | 80.7% | Q4 2025 | Feb 17, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 10,850 | 2,322 | 1.26% | 1.23% | 131 | -273 | -2.45% | Q4 2025 | Jan 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 10,525 | 2,293 | 0.0% | 0.0% | 132 | +2,028 | 23.87% | Q4 2025 | Jan 15, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Reduced | 10,697 | 2,289 | 0.96% | 0.94% | 133 | -750 | -6.55% | Q4 2025 | Feb 04, 2026 |
| HRT FINANCIAL LP | History | Added to | 10,593 | 2,267 | 0.01% | 0.0% | 134 | +6,468 | 156.8% | Q4 2025 | Feb 12, 2026 |
| Alliance Private Wealth, LLC | History | New | 9,755 | 2,257 | 0.79% | — | 135 | +9,755 | New | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,457 | 2,238 | 0.0% | 0.0% | 136 | +858 | 8.94% | Q4 2025 | Feb 02, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 10,412 | 2,228 | 0.01% | 0.01% | 137 | +472 | 4.75% | Q4 2025 | Feb 03, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 9,682 | 2,072 | 0.45% | 0.56% | 138 | -618 | -6.0% | Q4 2025 | Feb 12, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 9,605 | 2,056 | 0.11% | 0.09% | 139 | +1,905 | 24.74% | Q4 2025 | Jan 21, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 9,565 | 2,047 | 0.1% | 0.09% | 140 | +246 | 2.64% | Q4 2025 | Jan 27, 2026 |
| PEAK6 LLC | History | Reduced | 9,500 | 2,033 | 0.0% | 0.01% | 141 | -9,200 | -49.2% | Q4 2025 | Mar 12, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 9,433 | 2,019 | 0.01% | 0.01% | 142 | +50 | 0.53% | Q4 2025 | Feb 12, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 9,208 | 1,971 | 0.52% | 0.48% | 143 | -35 | -0.38% | Q4 2025 | Jan 23, 2026 |
| Caprock Group, LLC | History | Added to | 9,158 | 1,960 | 0.04% | 0.03% | 144 | +2,358 | 34.68% | Q4 2025 | Jan 28, 2026 |
| Alaethes Wealth, LLC | History | Reduced | 9,120 | 1,952 | 0.55% | 0.5% | 145 | -58 | -0.63% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | Added to | 9,020 | 1,930 | 0.03% | 0.01% | 146 | +7,351 | 440.44% | Q4 2025 | Jan 13, 2026 |
| Gradient Investments LLC | History | Added to | 8,812 | 1,886 | 0.03% | 0.02% | 147 | +2,921 | 49.58% | Q4 2025 | Jan 08, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 8,756 | 1,874 | 0.06% | 0.06% | 148 | -8 | -0.09% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 8,574 | 1,842 | 0.02% | 0.02% | 149 | +1,797 | 26.52% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 8,571 | 1,835 | 0.0% | 0.0% | 150 | +437 | 5.37% | Q4 2025 | Feb 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 8,320 | 1,812 | 0.0% | 0.0% | 151 | +549 | 7.06% | Q4 2025 | Feb 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 8,156 | 1,798 | 0.02% | 0.02% | 153 | -485 | -5.61% | Q4 2025 | Jan 21, 2026 |
| Ballentine Partners, LLC | History | Reduced | 8,400 | 1,798 | 0.03% | 0.02% | 152 | -454 | -5.13% | Q4 2025 | Feb 03, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Added to | 8,350 | 1,787 | 0.06% | 0.04% | 154 | +2,300 | 38.02% | Q4 2025 | Feb 05, 2026 |
| F/m Investments LLC | History | Added to | 8,264 | 1,768 | 0.07% | 0.06% | 155 | +475 | 6.1% | Q4 2025 | Feb 03, 2026 |
| GFS Advisors, LLC | History | No change | 8,185 | 1,752 | 0.21% | 0.2% | 156 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 7,990 | 1,710 | 0.02% | 0.01% | 157 | +5,527 | 224.4% | Q4 2025 | Jan 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,979 | 1,707 | 0.01% | 0.01% | 158 | +498 | 6.66% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,917 | 1,694 | 0.0% | 0.0% | 159 | -164 | -2.03% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,840 | 1,687 | 0.0% | 0.0% | 160 | +997 | 14.57% | Q4 2025 | Jan 08, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 7,800 | 1,669 | 0.13% | — | 162 | +7,800 | New | Q4 2025 | Feb 03, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 7,800 | 1,669 | 0.0% | 11.71% | 161 | -5,400 | -40.91% | Q4 2025 | Feb 17, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | New | 7,713 | 1,651 | 0.0% | — | 163 | +7,713 | New | Q4 2025 | Jan 23, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 7,652 | 1,637 | 0.1% | 0.04% | 164 | +4,618 | 152.21% | Q4 2025 | Jan 15, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 7,524 | 1,610 | 0.36% | 0.35% | 165 | -621 | -7.62% | Q4 2025 | Feb 05, 2026 |
| Cascade Financial Partners, LLC | History | No change | 7,430 | 1,590 | 0.16% | 0.16% | 166 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 7,344 | 1,572 | 0.11% | 0.02% | 167 | +5,950 | 426.83% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 7,280 | 1,558 | 0.08% | 0.07% | 168 | +651 | 9.82% | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 7,204 | 1,542 | 0.18% | 0.16% | 169 | -1 | -0.01% | Q4 2025 | Jan 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 7,170 | 1,535 | 0.02% | 0.02% | 170 | +1,939 | 37.07% | Q4 2025 | Feb 09, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 7,119 | 1,523 | 0.0% | 0.0% | 171 | -2,266 | -24.14% | Q4 2025 | Feb 12, 2026 |
| GREENLEAF TRUST | History | Reduced | 7,092 | 1,518 | 0.01% | 0.01% | 172 | -33 | -0.46% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,015 | 1,501 | 0.01% | 0.01% | 173 | +1,061 | 17.82% | Q4 2025 | Feb 18, 2026 |
| MARSHALL WACE, LLP | History | Added to | 6,928 | 1,483 | 0.0% | 0.0% | 174 | +1,183 | 20.59% | Q4 2025 | Feb 13, 2026 |
| Henry James International Management Inc. | History | Reduced | 6,784 | 1,452 | 0.46% | 0.4% | 175 | -127 | -1.84% | Q4 2025 | Feb 17, 2026 |
| Community Bank & Trust, Waco, Texas | History | Added to | 6,696 | 1,433 | 0.29% | 0.25% | 176 | +404 | 6.42% | Q4 2025 | Feb 09, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 6,650 | 1,423 | 0.0% | 0.0% | 177 | +4,933 | 287.3% | Q4 2025 | Feb 11, 2026 |
| Aquatic Capital Management LLC | History | New | 6,501 | 1,391 | 0.04% | — | 178 | +6,501 | New | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 6,403 | 1,370 | 0.0% | 0.0% | 179 | -7,940 | -55.36% | Q4 2025 | Feb 13, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 6,998 | 1,365 | 0.66% | — | 180 | +6,998 | New | Q4 2025 | Jan 09, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 6,370 | 1,363 | 0.33% | 0.34% | 181 | -891 | -12.27% | Q4 2025 | Jan 12, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 6,246 | 1,337 | 0.01% | 0.01% | 182 | +1,241 | 24.8% | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 6,198 | 1,331 | 0.05% | 0.06% | 183 | +1,015 | 19.58% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,070 | 1,299 | 0.01% | 0.01% | 184 | +4,064 | 202.59% | Q4 2025 | Jan 23, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 6,010 | 1,286 | 0.02% | 0.02% | 185 | -190 | -3.06% | Q4 2025 | Feb 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 5,900 | 1,262 | 0.0% | 0.0% | 186 | -3,700 | -38.54% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 5,816 | 1,244 | 0.01% | — | 187 | +5,816 | New | Q4 2025 | Feb 17, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Reduced | 5,806 | 1,242 | 0.52% | 0.47% | 188 | -72 | -1.22% | Q4 2025 | Jan 14, 2026 |
| Ativo Capital Management LLC | History | Reduced | 5,755 | 1,231 | 1.08% | 0.99% | 189 | -370 | -6.04% | Q4 2025 | Feb 02, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 5,713 | 1,222 | 0.29% | 0.27% | 190 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 5,647 | 1,208 | 0.0% | — | 191 | +5,647 | New | Q4 2025 | Feb 10, 2026 |
| SYON CAPITAL LLC | History | Added to | 5,553 | 1,188 | 0.06% | 0.05% | 192 | +396 | 7.68% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 5,515 | 1,180 | 0.03% | 0.03% | 193 | +530 | 10.63% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,508 | 1,178 | 0.02% | 0.01% | 194 | +3,276 | 146.77% | Q4 2025 | Feb 06, 2026 |
| Weaver Capital Management LLC | History | New | 5,490 | 1,175 | 0.25% | — | 195 | +5,490 | New | Q4 2025 | Jan 22, 2026 |
| Invst, LLC | History | Reduced | 5,448 | 1,166 | 0.13% | 0.14% | 196 | -1,087 | -16.63% | Q4 2025 | Feb 11, 2026 |
| Hudson Portfolio Management LLC | History | No change | 5,405 | 1,156 | 1.0% | 0.91% | 197 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 5,238 | 1,121 | 0.05% | 0.05% | 198 | +107 | 2.09% | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,123 | 1,096 | 0.01% | 0.01% | 199 | -643 | -11.15% | Q4 2025 | Feb 13, 2026 |
| May Hill Capital, LLC | History | Added to | 5,014 | 1,073 | 0.14% | 0.12% | 200 | +2,935 | 141.17% | Q4 2025 | Feb 05, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 5,000 | 1,070 | 0.1% | 0.1% | 201 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 4,963 | 1,062 | 0.0% | 0.0% | 202 | +308 | 6.62% | Q4 2025 | Feb 17, 2026 |
| PHYSICIANS FINANCIAL SERVICES, INC. | History | Reduced | 4,697 | 1,005 | 0.27% | 0.25% | 203 | -100 | -2.08% | Q4 2025 | Jan 21, 2026 |
| Independent Advisor Alliance | History | Added to | 4,672 | 1,000 | 0.02% | 0.02% | 204 | +1,560 | 50.13% | Q4 2025 | Feb 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 4,662 | 997 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,637 | 992 | 0.0% | 0.0% | 206 | +67 | 1.47% | Q4 2025 | Jan 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,582 | 980 | 0.12% | 0.09% | 207 | +976 | 27.07% | Q4 2025 | Jan 08, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 4,556 | 975 | 0.24% | 0.23% | 208 | +122 | 2.75% | Q4 2025 | Feb 02, 2026 |
| BAILARD, INC. | History | Reduced | 4,524 | 968 | 0.02% | 0.02% | 209 | -296 | -6.14% | Q4 2025 | Feb 04, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 4,523 | 968 | 0.1% | 0.09% | 210 | +2 | 0.04% | Q4 2025 | Jan 26, 2026 |
| Ovata Capital Management Ltd | History | New | 4,500 | 964 | 0.12% | — | 211 | +4,500 | New | Q4 2025 | Mar 03, 2026 |
| PDS Planning, Inc | History | Added to | 4,493 | 961 | 0.06% | 0.05% | 212 | +592 | 15.18% | Q4 2025 | Jan 26, 2026 |
| BigSur Wealth Management LLC | History | No change | 4,470 | 956 | 0.23% | 0.21% | 213 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| INTRUST BANK NA | History | Added to | 4,463 | 955 | 0.08% | 0.06% | 214 | +487 | 12.25% | Q4 2025 | Feb 06, 2026 |
| XPONANCE LLC | History | Added to | 4,462 | 955 | 0.01% | 0.01% | 215 | +469 | 11.75% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 4,444 | 951 | 0.01% | 0.01% | 216 | +263 | 6.29% | Q4 2025 | Jan 27, 2026 |
| Abacus Wealth Partners, LLC | History | New | 4,380 | 937 | 0.09% | — | 217 | +4,380 | New | Q4 2025 | Feb 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,369 | 935 | 0.02% | 0.02% | 218 | -171 | -3.77% | Q4 2025 | Jan 22, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 4,307 | 922 | 0.02% | 0.02% | 219 | +246 | 6.06% | Q4 2025 | Feb 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 4,273 | 914 | 0.01% | 0.01% | 220 | +62 | 1.47% | Q4 2025 | Feb 12, 2026 |
| CIBC Asset Management Inc | History | New | 4,251 | 909 | 0.0% | — | 221 | +4,251 | New | Q4 2025 | Feb 10, 2026 |
| BANK OF STOCKTON | History | Added to | 4,228 | 905 | 0.26% | 0.23% | 222 | +41 | 0.98% | Q4 2025 | Jan 21, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 4,208 | 900 | 0.01% | 0.01% | 223 | +329 | 8.48% | Q4 2025 | Feb 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 4,198 | 898 | 0.02% | 0.02% | 224 | -100 | -2.33% | Q4 2025 | Feb 19, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,131 | 884 | 0.02% | 0.01% | 225 | -105 | -2.48% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 4,012 | 858 | 0.01% | 0.0% | 226 | +409 | 11.35% | Q4 2025 | Jan 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 4,004 | 857 | 0.0% | 0.0% | 227 | +1,345 | 50.58% | Q4 2025 | Jan 30, 2026 |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | History | New | 3,966 | 848 | 0.69% | — | 229 | +3,966 | New | Q4 2025 | Jan 27, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 3,966 | 848 | 0.6% | 0.5% | 228 | +569 | 16.75% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,960 | 847 | 0.01% | 0.01% | 230 | -1,117 | -22.0% | Q4 2025 | Jan 16, 2026 |
| Allworth Financial LP | History | New | 3,841 | 822 | 0.0% | — | 231 | +3,841 | New | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 3,815 | 816 | 0.0% | — | 232 | +3,815 | New | Q4 2025 | Feb 13, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 3,807 | 814 | 0.16% | 0.13% | 233 | +1,483 | 63.81% | Q4 2025 | Feb 10, 2026 |
| Investment Research Partners LLC | History | Reduced | 3,791 | 811 | 0.35% | 0.35% | 234 | -7 | -0.18% | Q4 2025 | Feb 12, 2026 |
| Montecito Bank & Trust | History | No change | 3,776 | 808 | 0.13% | 0.11% | 235 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 3,773 | 807 | 0.01% | 0.0% | 236 | +890 | 30.87% | Q4 2025 | Feb 18, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 3,528 | 803 | 0.05% | 0.05% | 237 | +44 | 1.26% | Q4 2025 | Jan 23, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 3,744 | 801 | 0.15% | 0.14% | 238 | -93 | -2.42% | Q4 2025 | Jan 30, 2026 |
| Five Oceans Advisors | History | No change | 3,670 | 785 | 0.28% | 0.26% | 239 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 3,664 | 784 | 0.0% | 0.0% | 240 | +809 | 28.34% | Q4 2025 | Feb 10, 2026 |
| Grandview Asset Management LLC | History | No change | 3,663 | 784 | 0.22% | 0.2% | 241 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 3,626 | 776 | 0.02% | 0.01% | 242 | +864 | 31.28% | Q4 2025 | Feb 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 3,607 | 772 | 0.01% | 0.01% | 243 | -4 | -0.11% | Q4 2025 | Feb 09, 2026 |
| Legacy Bridge, LLC | History | No change | 3,598 | 770 | 0.31% | 0.29% | 244 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Diligent Investors, LLC | History | Added to | 3,584 | 767 | 0.19% | 0.15% | 245 | +500 | 16.21% | Q4 2025 | Jan 23, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 3,560 | 762 | 0.08% | 0.07% | 246 | +123 | 3.58% | Q4 2025 | Jan 16, 2026 |
| GAMMA Investing LLC | History | Added to | 3,529 | 755 | 0.04% | 0.03% | 247 | +653 | 22.71% | Q4 2025 | Jan 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 3,512 | 751 | 0.01% | 0.01% | 248 | +88 | 2.57% | Q4 2025 | Feb 09, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 3,502 | 749 | 0.08% | 0.07% | 249 | +180 | 5.42% | Q4 2025 | Jan 23, 2026 |
| West Family Investments, Inc. | History | Reduced | 3,404 | 728 | 0.17% | 27.22% | 250 | -805 | -19.13% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Added to | 3,376 | 722 | 0.01% | 0.01% | 251 | +546 | 19.29% | Q4 2025 | Feb 05, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 3,316 | 722 | 0.15% | 0.14% | 252 | -66 | -1.95% | Q4 2025 | Jan 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 3,365 | 720 | 0.01% | 0.01% | 253 | +210 | 6.66% | Q4 2025 | Jan 07, 2026 |
| Mutual Advisors, LLC | History | Added to | 3,358 | 718 | 0.02% | 0.01% | 254 | +1,402 | 71.68% | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,339 | 714 | 0.0% | — | 255 | +3,339 | New | Q4 2025 | Feb 18, 2026 |
| Lido Advisors, LLC | History | No change | 3,727 | 712 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Optas, LLC | History | Added to | 3,320 | 710 | 0.11% | 0.09% | 257 | +471 | 16.53% | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,305 | 707 | 0.03% | 0.02% | 258 | +284 | 9.4% | Q4 2025 | Feb 06, 2026 |
| Fiera Capital Corp | History | Added to | 3,256 | 696 | 0.0% | 0.0% | 260 | +1,888 | 138.01% | Q4 2025 | Feb 11, 2026 |
| COMMERCE BANK | History | Added to | 3,254 | 696 | 0.0% | 0.0% | 259 | +123 | 3.93% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 3,240 | 693 | 0.0% | 0.0% | 261 | -2,516 | -43.71% | Q4 2025 | Feb 13, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 3,225 | 690 | 0.05% | 0.04% | 262 | -135 | -4.02% | Q4 2025 | Feb 10, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 3,165 | 677 | 0.2% | 0.12% | 263 | +1,029 | 48.17% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,159 | 676 | 0.0% | 0.0% | 264 | -46 | -1.44% | Q4 2025 | Feb 12, 2026 |
| Plan A Wealth LLC | History | Added to | 3,090 | 661 | 0.32% | 0.29% | 265 | +74 | 2.45% | Q4 2025 | Feb 06, 2026 |
| J. Team Financial, Inc. | History | Added to | 3,081 | 659 | 0.66% | 0.48% | 266 | +621 | 25.24% | Q4 2025 | Jan 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,050 | 652 | 0.0% | 0.0% | 267 | +521 | 20.6% | Q4 2025 | Feb 06, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 3,014 | 645 | 0.23% | — | 268 | +3,014 | New | Q4 2025 | Mar 26, 2026 |
| REXFORD CAPITAL INC | History | Added to | 2,911 | 623 | 0.47% | 0.42% | 269 | +50 | 1.75% | Q4 2025 | Feb 17, 2026 |
| New Republic Capital, LLC | History | Added to | 2,881 | 616 | 0.16% | 0.07% | 270 | +1,698 | 143.53% | Q4 2025 | Feb 10, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 2,865 | 613 | 0.14% | 0.13% | 271 | -94 | -3.18% | Q4 2025 | Jan 26, 2026 |
| Frec Markets, Inc. | History | New | 2,863 | 612 | 0.18% | — | 272 | +2,863 | New | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 2,863 | 610 | 0.01% | 0.01% | 273 | -1,213 | -29.76% | Q4 2025 | Feb 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,786 | 596 | 0.02% | 0.02% | 274 | +29 | 1.05% | Q4 2025 | Jan 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 2,754 | 589 | 0.01% | 0.01% | 275 | +57 | 2.11% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 2,751 | 588 | 0.0% | 0.0% | 276 | +433 | 18.68% | Q4 2025 | Feb 10, 2026 |
| Hilltop Holdings Inc. | History | New | 2,743 | 587 | 0.03% | — | 277 | +2,743 | New | Q4 2025 | Feb 17, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 2,743 | 587 | 0.1% | 0.15% | 278 | -1,666 | -37.79% | Q4 2025 | Feb 09, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,745 | 587 | 0.0% | 0.0% | 279 | +126 | 4.81% | Q4 2025 | Jan 26, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,663 | 570 | 0.02% | 0.02% | 280 | +170 | 6.82% | Q4 2025 | Jan 21, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 2,574 | 550 | 0.07% | 0.06% | 281 | -72 | -2.72% | Q4 2025 | Jan 26, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 2,568 | 549 | 0.0% | 0.0% | 282 | +381 | 17.42% | Q4 2025 | Feb 11, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 2,563 | 548 | 0.22% | 0.22% | 283 | -27 | -1.04% | Q4 2025 | Jan 15, 2026 |
| NewEdge Wealth, LLC | History | New | 2,556 | 547 | 0.01% | — | 284 | +2,556 | New | Q4 2025 | Feb 03, 2026 |
| Ascent Group, LLC | History | Added to | 2,547 | 545 | 0.02% | 0.02% | 285 | +31 | 1.23% | Q4 2025 | Jan 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,531 | 541 | 0.01% | 0.01% | 286 | -62 | -2.39% | Q4 2025 | Feb 05, 2026 |
| LEE DANNER & BASS INC | History | No change | 2,517 | 538 | 0.04% | 0.03% | 287 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 2,512 | 537 | 0.01% | — | 288 | +2,512 | New | Q4 2025 | Feb 06, 2026 |
| Brucke Financial, Inc. | History | Added to | 2,500 | 535 | 0.29% | 0.26% | 290 | +364 | 17.04% | Q4 2025 | Jan 12, 2026 |
| Nilsine Partners, LLC | History | Added to | 2,501 | 535 | 0.05% | 0.04% | 289 | +362 | 16.92% | Q4 2025 | Jan 15, 2026 |
| PKS Advisory Services, LLC | History | Added to | 2,480 | 530 | 0.12% | 0.07% | 292 | +675 | 37.4% | Q4 2025 | Feb 02, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 2,476 | 530 | 0.01% | 0.01% | 291 | +15 | 0.61% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | Added to | 2,467 | 528 | 0.02% | 0.01% | 293 | +214 | 9.5% | Q4 2025 | Feb 13, 2026 |
| Abundance Wealth Counselors | History | Reduced | 2,443 | 522 | 0.09% | 0.08% | 294 | -143 | -5.53% | Q4 2025 | Jan 26, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 2,425 | 519 | 0.09% | 0.0% | 295 | +793 | 48.59% | Q4 2025 | Mar 04, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 2,428 | 519 | 0.03% | 0.03% | 296 | +408 | 20.2% | Q4 2025 | Jan 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 2,383 | 510 | 0.0% | 0.0% | 297 | -736 | -23.6% | Q4 2025 | Jan 29, 2026 |
| River Wealth Advisors LLC | History | Reduced | 2,377 | 508 | 0.06% | 0.06% | 298 | -115 | -4.61% | Q4 2025 | Feb 13, 2026 |
| Wedmont Private Capital | History | Added to | 2,372 | 506 | 0.02% | 0.02% | 299 | +134 | 5.99% | Q4 2025 | Jan 08, 2026 |
| Ridge Creek Global, Inc | History | New | 2,308 | 494 | 0.41% | — | 300 | +2,308 | New | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 2,297 | 491 | 0.05% | — | 301 | +2,297 | New | Q4 2025 | Feb 13, 2026 |
| Abel Hall, LLC | History | Added to | 2,255 | 482 | 0.11% | 0.12% | 303 | +666 | 41.91% | Q4 2025 | Feb 17, 2026 |
| Campion Asset Management | History | No change | 2,252 | 482 | 0.33% | 0.31% | 302 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Westover Capital Advisors, LLC | History | No change | 2,245 | 480 | 0.09% | 0.08% | 304 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 2,239 | 479 | 0.19% | 0.21% | 305 | -576 | -20.46% | Q4 2025 | Feb 03, 2026 |
| Cetera Trust Company, N.A | History | Added to | 2,240 | 479 | 0.26% | 0.24% | 306 | +25 | 1.13% | Q4 2025 | Feb 13, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 2,222 | 475 | 0.0% | 0.0% | 307 | +560 | 33.69% | Q4 2025 | Feb 10, 2026 |
| Wealth Group, Ltd. | History | New | 2,205 | 472 | 0.46% | — | 308 | +2,205 | New | Q4 2025 | Jan 22, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 2,175 | 465 | 0.06% | 0.05% | 309 | +1 | 0.05% | Q4 2025 | Feb 10, 2026 |
| DeDora Capital, Inc. | History | Added to | 2,141 | 458 | 0.11% | 0.1% | 310 | +45 | 2.15% | Q4 2025 | Jan 22, 2026 |
| J2 Capital Management Inc | History | Added to | 2,125 | 454 | 0.33% | 0.3% | 311 | +50 | 2.41% | Q4 2025 | Jan 20, 2026 |
| Clarius Group, LLC | History | No change | 2,122 | 454 | 0.03% | 0.02% | 312 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 2,112 | 452 | 0.01% | 0.0% | 313 | +537 | 34.1% | Q4 2025 | Feb 05, 2026 |
| MAI Capital Management | History | Reduced | 2,115 | 452 | 0.0% | 0.0% | 314 | -87 | -3.95% | Q4 2025 | Feb 13, 2026 |
| Severin Investments, LLC | History | New | 2,103 | 450 | 0.4% | — | 315 | +2,103 | New | Q4 2025 | Feb 09, 2026 |
| Summit Global Investments | History | Added to | 2,095 | 449 | 0.03% | 0.02% | 316 | +544 | 35.07% | Q4 2025 | Feb 18, 2026 |
| SummitTX Capital, L.P. | History | New | 2,087 | 446 | 0.01% | — | 317 | +2,087 | New | Q4 2025 | Feb 17, 2026 |
| Venturi Wealth Management, LLC | History | New | 2,081 | 445 | 0.02% | — | 318 | +2,081 | New | Q4 2025 | Jan 22, 2026 |
| BARCLAYS PLC | History | Reduced | 2,077 | 444 | 0.0% | 0.0% | 319 | -5,913 | -74.01% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,073 | 443 | 0.01% | 0.01% | 320 | +345 | 19.97% | Q4 2025 | Jan 29, 2026 |
| SG Trading Solutions, LLC | History | New | 2,046 | 438 | 0.1% | — | 321 | +2,046 | New | Q4 2025 | Feb 24, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 2,046 | 437 | 0.01% | 0.01% | 322 | +590 | 40.52% | Q4 2025 | Jan 20, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 2,043 | 437 | 0.0% | 0.0% | 323 | -150 | -6.84% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2,022 | 432 | 0.05% | 0.05% | 324 | -4 | -0.2% | Q4 2025 | Feb 13, 2026 |
| DV Trading LLC | History | New | 2,000 | 428 | 0.01% | — | 325 | +2,000 | New | Q4 2025 | Feb 17, 2026 |
| Dorato Capital Management | History | New | 1,884 | 428 | 0.32% | — | 326 | +1,884 | New | Q4 2025 | Jan 16, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 1,996 | 427 | 0.0% | 0.0% | 327 | -156 | -7.25% | Q4 2025 | Jan 12, 2026 |
| Corient IA LLC | History | Reduced | 1,990 | 425 | 0.4% | 0.43% | 328 | -1,010 | -33.67% | Q4 2025 | Feb 13, 2026 |
| Cromwell Holdings LLC | History | No change | 1,983 | 424 | 0.23% | 0.2% | 329 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 1,953 | 418 | 0.01% | 0.0% | 330 | +972 | 99.08% | Q4 2025 | Feb 17, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 1,943 | 415 | 0.09% | 0.08% | 331 | +57 | 3.02% | Q4 2025 | Jan 05, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 1,919 | 410 | 0.14% | 0.13% | 332 | -101 | -5.0% | Q4 2025 | Feb 17, 2026 |
| Keeler Thomas Management LLC | History | No change | 1,874 | 401 | 0.19% | 0.15% | 333 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Added to | 1,871 | 400 | 0.01% | 0.0% | 334 | +608 | 48.14% | Q4 2025 | Mar 12, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 1,852 | 396 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 1,847 | 395 | 0.07% | 0.06% | 336 | +14 | 0.76% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 1,845 | 394 | 0.01% | 0.01% | 337 | +1,245 | 207.5% | Q4 2025 | Feb 04, 2026 |
| Berger Financial Group, Inc | History | Added to | 1,837 | 393 | 0.02% | 0.02% | 338 | +1 | 0.05% | Q4 2025 | Jan 27, 2026 |
| Trust Point Inc. | History | Added to | 1,830 | 391 | 0.03% | 0.02% | 339 | +251 | 15.9% | Q4 2025 | Jan 13, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 1,683 | 389 | 0.02% | 0.02% | 340 | +411 | 32.31% | Q4 2025 | Jan 26, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,792 | 383 | 0.01% | 0.01% | 341 | +39 | 2.22% | Q4 2025 | Feb 09, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 1,779 | 381 | 0.01% | 0.01% | 342 | +363 | 25.64% | Q4 2025 | Feb 12, 2026 |
| Traveka Wealth, LLC | History | Added to | 1,736 | 371 | 0.15% | 0.15% | 343 | +27 | 1.58% | Q4 2025 | Jan 08, 2026 |
| Sender Co & Partners, Inc. | History | Reduced | 1,725 | 369 | 0.17% | 0.09% | 344 | -2,594 | -60.06% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,721 | 368 | 0.0% | 0.0% | 345 | +79 | 4.81% | Q4 2025 | Feb 13, 2026 |
| PCM Encore, LLC | History | New | 1,716 | 367 | 0.08% | — | 347 | +1,716 | New | Q4 2025 | Feb 13, 2026 |
| Choate Investment Advisors | History | No change | 1,719 | 367 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| American Trust Investment Advisors, LLC | History | No change | 1,710 | 366 | 0.2% | 0.17% | 348 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | No change | 1,706 | 365 | 0.11% | 0.1% | 349 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DGS Capital Management, LLC | History | Added to | 1,701 | 364 | 0.06% | 0.06% | 350 | +36 | 2.16% | Q4 2025 | Feb 24, 2026 |
| Invesco Ltd. | History | Added to | 1,694 | 362 | 0.0% | 0.0% | 351 | +506 | 42.59% | Q4 2025 | Feb 19, 2026 |
| Csenge Advisory Group | History | Added to | 1,683 | 360 | 0.02% | 0.01% | 352 | +299 | 21.6% | Q4 2025 | Feb 06, 2026 |
| PFG Investments, LLC | History | Added to | 1,684 | 360 | 0.02% | 0.01% | 353 | +282 | 20.11% | Q4 2025 | Jan 26, 2026 |
| LMR Partners LLP | History | Reduced | 1,675 | 358 | 0.0% | 0.03% | 354 | -30,895 | -94.86% | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 1,670 | 357 | 0.0% | 0.0% | 355 | +8 | 0.48% | Q4 2025 | Feb 10, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,660 | 355 | 0.09% | 0.0% | 356 | +1,653 | 23614.29% | Q4 2025 | Mar 03, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,650 | 353 | 0.0% | 0.0% | 358 | +35 | 2.17% | Q4 2025 | Feb 12, 2026 |
| FIRST HORIZON CORP | History | Added to | 1,651 | 353 | 0.02% | 0.01% | 357 | +1 | 0.06% | Q4 2025 | Jan 27, 2026 |
| Manske Wealth Management | History | Added to | 1,646 | 352 | 0.1% | 0.08% | 359 | +263 | 19.02% | Q4 2025 | Feb 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 1,640 | 350 | 0.0% | 0.01% | 360 | -3,437 | -67.7% | Q4 2025 | Jan 29, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 1,631 | 349 | 0.02% | 0.02% | 361 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 1,632 | 349 | 0.05% | 0.04% | 362 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,629 | 348 | 0.0% | 0.0% | 364 | +942 | 137.12% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 1,626 | 348 | 0.01% | 0.01% | 363 | +278 | 20.62% | Q4 2025 | Jan 30, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 1,624 | 347 | 0.07% | 0.06% | 365 | +229 | 16.42% | Q4 2025 | Feb 04, 2026 |
| Avior Wealth Management, LLC | History | Added to | 1,608 | 344 | 0.01% | 0.01% | 366 | +5 | 0.31% | Q4 2025 | Jan 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 1,598 | 342 | 0.01% | 0.01% | 367 | +40 | 2.57% | Q4 2025 | Jan 23, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 1,591 | 340 | 0.1% | — | 368 | +1,591 | New | Q4 2025 | Jan 29, 2026 |
| Successful Portfolios LLC | History | No change | 1,520 | 336 | 0.17% | 0.17% | 369 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 1,563 | 334 | 0.02% | — | 370 | +1,563 | New | Q4 2025 | Feb 12, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 1,548 | 331 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legacy Advisors, LLC | History | Added to | 1,537 | 329 | 0.04% | 0.03% | 372 | +419 | 37.48% | Q4 2025 | Jan 27, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,536 | 328 | 0.03% | 0.02% | 373 | +503 | 48.69% | Q4 2025 | Feb 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 1,496 | 320 | 0.02% | 0.02% | 374 | +292 | 24.25% | Q4 2025 | Jan 29, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 1,494 | 319 | 0.05% | 0.05% | 375 | +44 | 3.03% | Q4 2025 | Jan 07, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 1,468 | 314 | 0.02% | 0.01% | 376 | +45 | 3.16% | Q4 2025 | Mar 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,465 | 313 | 0.0% | 0.0% | 377 | +20 | 1.38% | Q4 2025 | Jan 22, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 1,453 | 311 | 0.04% | 0.04% | 378 | -140 | -8.79% | Q4 2025 | Jan 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 1,442 | 308 | 0.01% | 0.01% | 379 | -2 | -0.14% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,433 | 306 | 0.0% | 0.0% | 380 | +3 | 0.21% | Q4 2025 | Feb 17, 2026 |
| Arta Finance Wealth Management LLC | History | New | 1,429 | 305 | 0.16% | — | 381 | +1,429 | New | Q4 2025 | Jan 20, 2026 |
| Norway Savings Bank | History | Reduced | 1,412 | 302 | 0.14% | 0.13% | 382 | -26 | -1.81% | Q4 2025 | Jan 08, 2026 |
| Canopy Partners, LLC | History | Added to | 1,409 | 301 | 0.1% | 0.08% | 383 | +115 | 8.89% | Q4 2025 | Feb 12, 2026 |
| 1832 Asset Management L.P. | History | New | 1,401 | 299 | 0.0% | — | 384 | +1,401 | New | Q4 2025 | Feb 13, 2026 |
| HOURGLASS CAPITAL, LLC | History | No change | 1,400 | 299 | 0.06% | 0.06% | 385 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 1,218 | 297 | 0.01% | 0.01% | 386 | +96 | 8.56% | Q4 2025 | Feb 09, 2026 |
| Keel Point, LLC | History | Reduced | 1,375 | 294 | 0.02% | 0.02% | 387 | -3 | -0.22% | Q4 2025 | Feb 12, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 1,373 | 293 | 0.21% | 0.21% | 388 | -53 | -3.72% | Q4 2025 | Jan 23, 2026 |
| AlTi Global, Inc. | History | No change | 1,354 | 289 | 0.01% | 0.01% | 389 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 1,339 | 286 | 0.01% | 0.01% | 390 | +246 | 22.51% | Q4 2025 | Jan 20, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | New | 1,336 | 285 | 0.1% | — | 391 | +1,336 | New | Q4 2025 | Jan 26, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,329 | 284 | 0.0% | 0.0% | 392 | +133 | 11.12% | Q4 2025 | Feb 17, 2026 |
| American Money Management, LLC | History | No change | 1,327 | 284 | 0.04% | 0.04% | 393 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 1,324 | 283 | 0.01% | 0.01% | 394 | +234 | 21.47% | Q4 2025 | Feb 17, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 1,313 | 281 | 0.0% | 0.0% | 395 | +32 | 2.5% | Q4 2025 | Jan 15, 2026 |
| Laraway Financial Advisors Inc | History | No change | 1,300 | 278 | 0.18% | 0.17% | 396 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 1,285 | 275 | 0.01% | — | 398 | +1,285 | New | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 1,288 | 275 | 0.0% | 0.0% | 397 | +105 | 8.88% | Q4 2025 | Jan 16, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 1,278 | 273 | 0.04% | 0.03% | 399 | +163 | 14.62% | Q4 2025 | Jan 21, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 1,279 | 273 | 0.08% | 0.07% | 400 | -6 | -0.47% | Q4 2025 | Jan 26, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,274 | 272 | 0.01% | 0.01% | 401 | +19 | 1.51% | Q4 2025 | Jan 29, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 1,275 | 272 | 0.18% | 0.16% | 402 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 1,264 | 270 | 0.05% | 0.04% | 403 | -136 | -9.71% | Q4 2025 | Feb 13, 2026 |
| AUXIER ASSET MANAGEMENT LLC | History | Reduced | 1,249 | 267 | 0.04% | 0.04% | 404 | -125 | -9.1% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 1,248 | 267 | 0.0% | 0.0% | 405 | -43 | -3.33% | Q4 2025 | Jan 20, 2026 |
| Manchester Capital Management LLC | History | New | 1,244 | 266 | 0.04% | — | 406 | +1,244 | New | Q4 2025 | Feb 11, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 1,233 | 263 | 0.03% | 0.03% | 407 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 1,226 | 262 | 0.01% | 0.01% | 408 | +21 | 1.74% | Q4 2025 | Feb 04, 2026 |
| a16z Perennial Management, L.P. | History | No change | 1,226 | 262 | 0.02% | 0.02% | 409 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | Added to | 1,208 | 258 | 0.0% | 0.0% | 411 | +82 | 7.28% | Q4 2025 | Feb 02, 2026 |
| Hardy Reed LLC | History | Reduced | 1,209 | 258 | 0.02% | 0.02% | 412 | -58 | -4.58% | Q4 2025 | Feb 06, 2026 |
| Advisors Capital Management, LLC | History | Added to | 1,207 | 258 | 0.0% | 0.0% | 410 | +42 | 3.61% | Q4 2025 | Jan 29, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | New | 1,201 | 257 | 0.23% | — | 413 | +1,201 | New | Q4 2025 | Jan 23, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | New | 1,195 | 255 | 0.01% | — | 414 | +1,195 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,095 | 253 | 0.01% | 0.01% | 415 | +194 | 21.53% | Q4 2025 | Jan 21, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 1,185 | 253 | 0.0% | 0.0% | 416 | +139 | 13.29% | Q4 2025 | Feb 06, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 1,184 | 253 | 0.08% | 0.08% | 417 | -89 | -6.99% | Q4 2025 | Feb 11, 2026 |
| VanderPol Investments L.L.C. | History | Reduced | 1,168 | 250 | 0.43% | 0.44% | 418 | -83 | -6.63% | Q4 2025 | Feb 04, 2026 |
| 71 West Capital Partners | History | New | 1,155 | 247 | 0.01% | — | 419 | +1,155 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Trust | History | No change | 1,140 | 244 | 0.05% | 0.04% | 420 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Resonant Capital Advisors, LLC | History | New | 1,130 | 241 | 0.01% | — | 422 | +1,130 | New | Q4 2025 | Jan 29, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | New | 1,126 | 241 | 0.02% | — | 421 | +1,126 | New | Q4 2025 | Jan 12, 2026 |
| Glenview Trust Co | History | New | 1,111 | 237 | 0.0% | — | 423 | +1,111 | New | Q4 2025 | Feb 09, 2026 |
| Net Worth Advisory Group | History | Added to | 1,105 | 236 | 0.05% | 0.06% | 424 | +30 | 2.79% | Q4 2025 | Jan 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 1,094 | 235 | 0.0% | — | 425 | +1,094 | New | Q4 2025 | Feb 13, 2026 |
| SOL Capital Management CO | History | No change | 1,100 | 235 | 0.02% | 0.02% | 426 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 1,102 | 235 | 0.02% | 0.02% | 427 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 1,083 | 233 | 0.0% | — | 428 | +1,083 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,089 | 233 | 0.0% | 0.0% | 429 | -195 | -15.19% | Q4 2025 | Feb 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 1,084 | 232 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sage Mountain Advisors LLC | History | New | 1,078 | 230 | 0.01% | — | 433 | +1,078 | New | Q4 2025 | Jan 23, 2026 |
| Chevy Chase Trust Holdings, LLC | History | New | 1,076 | 230 | 0.0% | — | 431 | +1,076 | New | Q4 2025 | Feb 13, 2026 |
| 55 North Private Wealth, LLC | History | New | 1,075 | 230 | 0.06% | — | 434 | +1,075 | New | Q4 2025 | Jan 27, 2026 |
| Sharp Wealth Advisory, LLC | History | Reduced | 1,075 | 230 | 0.12% | 0.11% | 432 | -25 | -2.27% | Q4 2025 | Jan 16, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 1,071 | 229 | 0.01% | — | 437 | +1,071 | New | Q4 2025 | Feb 13, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 1,070 | 229 | 0.22% | 0.26% | 438 | -294 | -21.55% | Q4 2025 | Jan 26, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 1,016 | 229 | 0.04% | 0.04% | 435 | -20 | -1.93% | Q4 2025 | Feb 02, 2026 |
| Inscription Capital, LLC | History | Added to | 1,071 | 229 | 0.02% | 0.02% | 436 | +13 | 1.23% | Q4 2025 | Jan 29, 2026 |
| Prosperity Consulting Group, LLC | History | New | 1,066 | 228 | 0.01% | — | 440 | +1,066 | New | Q4 2025 | Feb 17, 2026 |
| Wellington Shields Capital Management, LLC | History | No change | 1,066 | 228 | 0.03% | 0.03% | 439 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SFMG, LLC | History | No change | 1,056 | 226 | 0.02% | 0.01% | 441 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Modera Wealth Management, LLC | History | New | 1,053 | 225 | 0.0% | — | 442 | +1,053 | New | Q4 2025 | Jan 21, 2026 |
| HOWE & RUSLING INC | History | New | 1,050 | 224 | 0.01% | — | 443 | +1,050 | New | Q4 2025 | Feb 17, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 1,050 | 224 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | New | 1,042 | 223 | 0.11% | — | 445 | +1,042 | New | Q4 2025 | Jan 14, 2026 |
| Argos Wealth Advisors, LLC | History | New | 1,040 | 222 | 0.06% | — | 446 | +1,040 | New | Q4 2025 | Feb 04, 2026 |
| EASTERN BANK | History | New | 1,037 | 221 | 0.0% | — | 447 | +1,037 | New | Q4 2025 | Jan 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 1,035 | 221 | 0.0% | 0.0% | 448 | -211 | -16.93% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | New | 1,032 | 220 | 0.01% | — | 449 | +1,032 | New | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,025 | 219 | 0.0% | 0.0% | 450 | +127 | 14.14% | Q4 2025 | Feb 02, 2026 |
| Savvy Advisors, Inc. | History | New | 1,023 | 218 | 0.01% | — | 452 | +1,023 | New | Q4 2025 | Jan 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 1,011 | 218 | 0.07% | 0.05% | 451 | +250 | 32.85% | Q4 2025 | Feb 10, 2026 |
| Foster Group, Inc. | History | New | 1,013 | 216 | 0.01% | — | 453 | +1,013 | New | Q4 2025 | Jan 12, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | New | 1,006 | 215 | 0.01% | — | 454 | +1,006 | New | Q4 2025 | Jan 14, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | New | 1,000 | 214 | 0.04% | — | 455 | +1,000 | New | Q4 2025 | Jan 29, 2026 |
| Tiller Private Wealth, Inc. | History | New | 1,000 | 214 | 0.08% | — | 456 | +1,000 | New | Q4 2025 | Jan 14, 2026 |
| Altus Wealth Management, LLC | History | New | 1,000 | 214 | 0.09% | — | 457 | +1,000 | New | Q4 2025 | Jan 22, 2026 |
| Core Wealth Partners LLC | History | New | 1,000 | 214 | 0.1% | — | 458 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| Sunpointe, LLC | History | New | 999 | 213 | 0.07% | — | 459 | +999 | New | Q4 2025 | Jan 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 998 | 213 | 0.01% | — | 460 | +998 | New | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | New | 993 | 212 | 0.01% | — | 462 | +993 | New | Q4 2025 | Feb 05, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 991 | 212 | 0.03% | — | 463 | +991 | New | Q4 2025 | Jan 13, 2026 |
| Advisors Preferred, LLC | History | New | 977 | 212 | 0.03% | — | 461 | +977 | New | Q4 2025 | Feb 02, 2026 |
| Bayforest Capital Ltd | History | Reduced | 985 | 210 | 0.16% | 0.14% | 464 | -543 | -35.54% | Q4 2025 | Jan 27, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 971 | 207 | 0.0% | — | 465 | +971 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 965 | 206 | 0.02% | — | 466 | +965 | New | Q4 2025 | Feb 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 946 | 202 | 0.01% | — | 467 | +946 | New | Q4 2025 | Feb 09, 2026 |
| Portfolio Design Labs, LLC | History | New | 943 | 201 | 0.03% | — | 469 | +943 | New | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | New | 942 | 201 | 0.0% | — | 468 | +942 | New | Q4 2025 | Jan 26, 2026 |
| Independent Solutions Wealth Management, LLC | History | New | 935 | 200 | 0.04% | — | 472 | +935 | New | Q4 2025 | Feb 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 935 | 200 | 0.0% | — | 474 | +935 | New | Q4 2025 | Jan 29, 2026 |
| Rooted Wealth Advisors, Inc. | History | New | 831 | 200 | 0.06% | — | 473 | +831 | New | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 935 | 200 | 0.0% | 0.0% | 470 | -581 | -38.32% | Q4 2025 | Feb 02, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 939 | 200 | 0.0% | 0.0% | 471 | -128 | -12.0% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 885 | 189 | 0.0% | 0.0% | 475 | -34 | -3.7% | Q4 2025 | Feb 09, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 850 | 181 | 0.0% | 0.0% | 476 | +185 | 27.82% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Reduced | 793 | 169 | 0.01% | 0.01% | 477 | -11 | -1.37% | Q4 2025 | Jan 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 763 | 163 | 0.0% | 0.0% | 478 | -158 | -17.16% | Q4 2025 | Feb 02, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 738 | 157 | 0.04% | 0.05% | 479 | +60 | 8.85% | Q4 2025 | Feb 09, 2026 |
| Leonteq Securities AG | History | Reduced | 708 | 151 | 0.0% | 0.01% | 480 | -447 | -38.7% | Q4 2025 | Feb 06, 2026 |
| Pflug Koory, LLC | History | No change | 700 | 149 | 0.07% | 0.06% | 481 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 694 | 148 | 0.01% | 0.01% | 482 | -233 | -25.13% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 692 | 148 | 0.0% | 0.0% | 483 | -1 | -0.14% | Q4 2025 | Feb 09, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 691 | 147 | 0.0% | 0.0% | 484 | +229 | 49.57% | Q4 2025 | Feb 11, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 655 | 140 | 0.03% | 0.03% | 485 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 614 | 131 | 0.01% | 0.02% | 486 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 606 | 129 | 0.0% | 0.02% | 487 | -3,694 | -85.91% | Q4 2025 | Feb 17, 2026 |
| McMillan Office, Inc. | History | New | 600 | 128 | 0.02% | — | 489 | +600 | New | Q4 2025 | Feb 12, 2026 |
| Community Bank, N.A. | History | No change | 600 | 128 | 0.02% | 0.01% | 488 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| UMB Bank, n.a. | History | Reduced | 570 | 122 | 0.0% | 0.0% | 490 | -161 | -22.02% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 569 | 121 | 0.01% | 0.0% | 491 | +239 | 72.42% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 555 | 118 | 0.0% | 0.0% | 492 | +520 | 1485.71% | Q4 2025 | Feb 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 547 | 117 | 0.01% | 0.01% | 493 | +5 | 0.92% | Q4 2025 | Jan 30, 2026 |
| Millstone Evans Group, LLC | History | No change | 547 | 117 | 0.07% | 0.07% | 494 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 520 | 111 | 0.08% | 0.07% | 495 | +11 | 2.16% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 508 | 109 | 0.0% | 0.0% | 496 | +91 | 21.82% | Q4 2025 | Feb 05, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 502 | 107 | 0.04% | 0.04% | 497 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HM PAYSON & CO | History | No change | 488 | 104 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 4,845 | 103 | 0.09% | 0.08% | 499 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Addison Advisors LLC | History | Added to | 473 | 101 | 0.02% | 0.02% | 500 | +1 | 0.21% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 469 | 100 | 0.0% | — | 501 | +469 | New | Q4 2025 | Feb 17, 2026 |
| Hilltop National Bank | History | Reduced | 460 | 98 | 0.02% | 0.02% | 502 | -47 | -9.27% | Q4 2025 | Jan 07, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 454 | 97 | 0.01% | 0.01% | 503 | +82 | 22.04% | Q4 2025 | Jan 27, 2026 |
| Costello Asset Management, INC | History | No change | 420 | 89 | 0.03% | 0.03% | 504 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 403 | 87 | 0.01% | 0.01% | 505 | -25 | -5.84% | Q4 2025 | Jan 23, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 406 | 86 | 0.03% | 0.03% | 506 | +120 | 41.96% | Q4 2025 | Jan 22, 2026 |
| BNP PARIBAS | History | No change | 400 | 85 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 400 | 85 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BankPlus Trust Department | History | No change | 400 | 85 | 0.02% | 0.02% | 509 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SouthState Bank Corp | History | No change | 389 | 83 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 373 | 79 | 0.0% | 0.0% | 511 | +20 | 5.67% | Q4 2025 | Jan 28, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 349 | 76 | 0.01% | 0.01% | 512 | +23 | 7.06% | Q4 2025 | Jan 28, 2026 |
| Bogart Wealth, LLC | History | Added to | 346 | 74 | 0.0% | 0.0% | 513 | +10 | 2.98% | Q4 2025 | Jan 30, 2026 |
| Golden State Wealth Management, LLC | History | No change | 349 | 74 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 338 | 72 | 0.04% | 0.04% | 515 | -100 | -22.83% | Q4 2025 | Feb 11, 2026 |
| Asset Dedication, LLC | History | No change | 331 | 70 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 324 | 69 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 312 | 66 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 300 | 64 | 0.0% | — | 519 | +300 | New | Q4 2025 | Jan 21, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 300 | 64 | 0.02% | — | 520 | +300 | New | Q4 2025 | Feb 17, 2026 |
| Independence Bank of Kentucky | History | Added to | 296 | 63 | 0.01% | 0.01% | 521 | +46 | 18.4% | Q4 2025 | Jan 20, 2026 |
| Bangor Savings Bank | History | Added to | 292 | 62 | 0.0% | 0.0% | 522 | +25 | 9.36% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | Added to | 289 | 61 | 0.0% | 0.0% | 523 | +151 | 109.42% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 279 | 59 | 0.0% | 0.0% | 524 | -85 | -23.35% | Q4 2025 | Jan 13, 2026 |
| Longview Financial Advisors LLC | History | No change | 280 | 59 | 0.03% | 0.03% | 525 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 275 | 58 | 0.02% | 0.04% | 526 | -407 | -59.68% | Q4 2025 | Jan 16, 2026 |
| Financial Perspectives, Inc | History | No change | 267 | 57 | 0.02% | 0.01% | 527 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ORG Wealth Partners, LLC | History | No change | 267 | 57 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 241 | 51 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 230 | 49 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | Added to | 228 | 48 | 0.0% | 0.0% | 532 | +103 | 82.4% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 227 | 48 | 0.0% | 0.0% | 531 | +40 | 21.39% | Q4 2025 | Jan 26, 2026 |
| Roxbury Financial LLC | History | Added to | 221 | 47 | 0.04% | 0.04% | 534 | +3 | 1.38% | Q4 2025 | Jan 05, 2026 |
| Estabrook Capital Management | History | No change | 220 | 47 | 0.01% | 0.01% | 533 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Activest Wealth Management | History | Added to | 202 | 43 | 0.01% | — | 536 | +200 | 10000.0% | Q4 2025 | Jan 30, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 204 | 43 | 0.01% | 0.0% | 537 | +91 | 80.53% | Q4 2025 | Feb 24, 2026 |
| Concord Wealth Partners | History | No change | 203 | 43 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Key FInancial Inc | History | Added to | 199 | 42 | 0.01% | 0.01% | 539 | +29 | 17.06% | Q4 2025 | Feb 09, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 200 | 42 | 0.0% | 0.0% | 538 | -18 | -8.26% | Q4 2025 | Feb 02, 2026 |
| Hamrick Investment Counsel, llc | History | New | 190 | 40 | 0.03% | — | 541 | +190 | New | Q4 2025 | Mar 31, 2026 |
| Larson Financial Group LLC | History | Added to | 189 | 40 | 0.0% | 0.0% | 540 | +142 | 302.13% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 185 | 39 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 175 | 38 | 0.01% | 0.0% | 543 | +48 | 37.8% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | Added to | 169 | 36 | 0.0% | 0.0% | 544 | +9 | 5.63% | Q4 2025 | Jan 29, 2026 |
| Oakworth Capital, Inc. | History | No change | 167 | 35 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Signature Equity Partners, LLC | History | New | 162 | 34 | 0.02% | — | 547 | +162 | New | Q4 2025 | Feb 17, 2026 |
| Parvin Asset Management, LLC | History | No change | 163 | 34 | 0.03% | 0.03% | 546 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 152 | 32 | 0.01% | 0.0% | 548 | +73 | 92.41% | Q4 2025 | Jan 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 141 | 30 | 0.0% | 0.0% | 550 | +15 | 11.9% | Q4 2025 | Jan 29, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 145 | 30 | 0.0% | 0.0% | 551 | +2 | 1.4% | Q4 2025 | Jan 21, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 141 | 30 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Fairscale Capital, LLC | History | No change | 142 | 30 | 0.02% | 0.02% | 552 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | Added to | 133 | 29 | 0.0% | 0.0% | 553 | +1 | 0.76% | Q4 2025 | Feb 04, 2026 |
| Bank of New Hampshire | History | New | 135 | 28 | 0.01% | — | 555 | +135 | New | Q4 2025 | Mar 16, 2026 |
| GW&K Investment Management, LLC | History | No change | 133 | 28 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Grove Bank & Trust | History | Reduced | 130 | 27 | 0.0% | 0.0% | 557 | -10 | -7.14% | Q4 2025 | Jan 08, 2026 |
| Coastline Trust Co | History | No change | 129 | 27 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 126 | 26 | 0.0% | 0.0% | 558 | +13 | 11.5% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Added to | 121 | 26 | 0.0% | 0.0% | 559 | +6 | 5.22% | Q4 2025 | Feb 02, 2026 |
| First Pacific Financial | History | Reduced | 120 | 25 | 0.0% | 0.01% | 560 | -98 | -44.95% | Q4 2025 | Jan 16, 2026 |
| Root Financial Partners, LLC | History | Reduced | 121 | 25 | 0.0% | 0.0% | 561 | -15 | -11.03% | Q4 2025 | Feb 10, 2026 |
| Kentucky Trust Co | History | New | 113 | 24 | 0.01% | — | 565 | +113 | New | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 114 | 24 | 0.0% | 0.0% | 563 | +79 | 225.71% | Q4 2025 | Jan 20, 2026 |
| True Wealth Design, LLC | History | Added to | 116 | 24 | 0.01% | 0.01% | 564 | +6 | 5.45% | Q4 2025 | Jan 08, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 116 | 24 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 110 | 23 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 108 | 23 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 109 | 23 | 0.01% | 0.01% | 568 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Camelot Portfolios, LLC | History | New | 100 | 21 | 0.01% | — | 569 | +100 | New | Q4 2025 | Jan 29, 2026 |
| NVWM, LLC | History | New | 100 | 21 | 0.0% | — | 570 | +100 | New | Q4 2025 | Jan 20, 2026 |
| Key Capital Management, INC | History | New | 100 | 21 | 0.02% | — | 576 | +100 | New | Q4 2025 | Jan 26, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 101 | 21 | 0.0% | — | 573 | +96 | 1920.0% | Q4 2025 | Jan 21, 2026 |
| Tacita Capital Inc | History | No change | 100 | 21 | 0.01% | 0.01% | 571 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 100 | 21 | 0.01% | 0.01% | 572 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| City State Bank | History | No change | 100 | 21 | 0.01% | 0.01% | 574 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Caldwell Trust Co | History | No change | 100 | 21 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 98 | 20 | 0.0% | 0.0% | 577 | +23 | 30.67% | Q4 2025 | Jan 07, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 92 | 19 | 0.0% | 0.0% | 580 | +15 | 19.48% | Q4 2025 | Jan 22, 2026 |
| NBT BANK N A /NY | History | No change | 90 | 19 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 89 | 19 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Accent Capital Management, LLC | History | No change | 85 | 18 | 0.01% | 0.01% | 581 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 82 | 17 | 0.01% | — | 584 | +82 | New | Q4 2025 | Feb 18, 2026 |
| OPTIMA CAPITAL LLC | History | New | 80 | 17 | 0.01% | — | 585 | +80 | New | Q4 2025 | Jan 23, 2026 |
| CVA Family Office, LLC | History | Reduced | 82 | 17 | 0.0% | 0.0% | 582 | -5 | -5.75% | Q4 2025 | Jan 12, 2026 |
| Nova Wealth Management, Inc. | History | No change | 82 | 17 | 0.01% | 0.01% | 583 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 74 | 16 | 0.0% | 0.01% | 587 | -2,106 | -96.61% | Q4 2025 | Feb 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 79 | 16 | 0.0% | — | 586 | +79 | New | Q4 2025 | Feb 03, 2026 |
| CURIO WEALTH, LLC | History | New | 77 | 16 | 0.01% | — | 589 | +77 | New | Q4 2025 | Feb 11, 2026 |
| Elyxium Wealth, LLC | History | New | 76 | 16 | 0.0% | — | 588 | +76 | New | Q4 2025 | Feb 05, 2026 |
| YANKCOM Partnership | History | New | 72 | 15 | 0.01% | — | 591 | +72 | New | Q4 2025 | Jan 20, 2026 |
| Cornerstone Financial Management LLC | History | New | 72 | 15 | 0.01% | — | 592 | +72 | New | Q4 2025 | Feb 13, 2026 |
| COUNTRY TRUST BANK | History | Added to | 72 | 15 | 0.0% | 0.0% | 590 | +52 | 260.0% | Q4 2025 | Jan 21, 2026 |
| Kilter Group LLC | History | New | 66 | 14 | 0.01% | — | 594 | +66 | New | Q4 2025 | Feb 13, 2026 |
| Nemes Rush Group LLC | History | Added to | 68 | 14 | 0.0% | 0.0% | 593 | +17 | 33.33% | Q4 2025 | Feb 11, 2026 |
| Basepoint Wealth LLC | History | New | 63 | 13 | 0.01% | — | 596 | +63 | New | Q4 2025 | Feb 10, 2026 |
| Laurel Wealth Advisors LLC | History | New | 61 | 13 | 0.0% | — | 595 | +61 | New | Q4 2025 | Jan 30, 2026 |
| Bare Financial Services, Inc | History | Reduced | 57 | 12 | 0.0% | 0.0% | 598 | -7 | -10.94% | Q4 2025 | Feb 06, 2026 |
| Aspect Partners, LLC | History | No change | 58 | 12 | 0.01% | 0.0% | 597 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Garner Asset Management Corp | History | New | 50 | 10 | 0.0% | — | 600 | +50 | New | Q4 2025 | Feb 03, 2026 |
| N.E.W. Advisory Services LLC | History | New | 50 | 10 | 0.0% | — | 601 | +50 | New | Q4 2025 | Jan 28, 2026 |
| Caitlin John, LLC | History | New | 50 | 10 | 0.01% | — | 604 | +50 | New | Q4 2025 | Feb 18, 2026 |
| Merrithew & Thorsten Inc | History | New | 50 | 10 | 0.01% | — | 607 | +50 | New | Q4 2025 | Feb 03, 2026 |
| Abound Wealth Management | History | Added to | 51 | 10 | 0.0% | 0.0% | 603 | +38 | 292.31% | Q4 2025 | Jan 12, 2026 |
| Westfuller Advisors, LLC | History | Added to | 49 | 10 | 0.0% | 0.0% | 605 | +1 | 2.08% | Q4 2025 | Jan 21, 2026 |
| ADIRONDACK TRUST CO | History | No change | 50 | 10 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Missouri Trust & Investment Co | History | No change | 50 | 10 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 49 | 10 | 0.01% | 0.01% | 606 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 44 | 9 | 0.01% | — | 610 | +44 | New | Q4 2025 | Feb 18, 2026 |
| Triumph Capital Management | History | New | 43 | 9 | 0.0% | — | 609 | +43 | New | Q4 2025 | Feb 12, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 45 | 9 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BAYBAN | History | New | 40 | 8 | 0.01% | — | 616 | +40 | New | Q4 2025 | Mar 05, 2026 |
| IMA Advisory Services, Inc. | History | New | 38 | 8 | 0.0% | — | 612 | +38 | New | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 38 | 8 | 0.0% | — | 614 | +38 | New | Q4 2025 | Mar 04, 2026 |
| Smithfield Trust Co | History | Added to | 34 | 8 | 0.0% | — | 611 | +33 | 3300.0% | Q4 2025 | Feb 09, 2026 |
| Morse Asset Management, Inc | History | No change | 40 | 8 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Creative Capital Management Investments LLC | History | No change | 39 | 8 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 36 | 7 | 0.04% | 0.06% | 621 | -46 | -56.1% | Q4 2025 | Feb 05, 2026 |
| Rossby Financial, LCC | History | Added to | 36 | 7 | 0.0% | 0.0% | 620 | +11 | 44.0% | Q4 2025 | Feb 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 35 | 7 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Field & Main Bank | History | No change | 35 | 7 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Truvestments Capital LLC | History | No change | 37 | 7 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Navalign, LLC | History | New | 30 | 6 | 0.0% | — | 623 | +30 | New | Q4 2025 | Feb 05, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 36 | 6 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 25 | 5 | 0.0% | 0.01% | 624 | -339 | -93.13% | Q4 2025 | Feb 06, 2026 |
| MidFirst Bank | History | New | 28 | 5 | 0.0% | — | 629 | +28 | New | Q4 2025 | Feb 25, 2026 |
| Cape Investment Advisory, Inc. | History | New | 26 | 5 | 0.0% | — | 626 | +26 | New | Q4 2025 | Feb 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 27 | 5 | 0.0% | — | 627 | +26 | 2600.0% | Q4 2025 | Feb 09, 2026 |
| Beacon Financial Strategies CORP | History | New | 25 | 5 | 0.0% | — | 631 | +25 | New | Q4 2025 | Jan 12, 2026 |
| Boreal Capital Management LLC | History | Closed out | 0 | 5 | 0.0% | 0.0% | 630 | -24 | -100.0% | Q3 2025 | Feb 13, 2026 |
| Orion Capital Management LLC | History | No change | 26 | 5 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Crews Bank & Trust | History | No change | 25 | 5 | 0.0% | 0.0% | 628 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Park Place Capital Corp | History | New | 21 | 4 | 0.0% | — | 636 | +21 | New | Q4 2025 | Jan 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 19 | 4 | 0.0% | — | 635 | +19 | New | Q4 2025 | Feb 05, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 20 | 4 | 0.0% | — | 634 | +15 | 300.0% | Q4 2025 | Feb 11, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 21 | 4 | 0.0% | 0.0% | 637 | -4 | -16.0% | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | Added to | 23 | 4 | 0.0% | 0.0% | 638 | +3 | 15.0% | Q4 2025 | Jan 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 23 | 4 | 0.0% | 0.0% | 632 | +2 | 9.52% | Q4 2025 | Feb 06, 2026 |
| Stone House Investment Management, LLC | History | Added to | 22 | 4 | 0.0% | 0.0% | 633 | +1 | 4.76% | Q4 2025 | Jan 21, 2026 |
| Byrne Asset Management LLC | History | Reduced | 15 | 3 | 0.0% | 0.0% | 642 | -20 | -57.14% | Q4 2025 | Jan 12, 2026 |
| Stephens Consulting, LLC | History | New | 18 | 3 | 0.0% | — | 643 | +18 | New | Q4 2025 | Jan 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 18 | 3 | 0.0% | — | 646 | +18 | New | Q4 2025 | Feb 10, 2026 |
| Quaker Wealth Management, LLC | History | New | 17 | 3 | 0.0% | — | 640 | +17 | New | Q4 2025 | Jan 28, 2026 |
| Strive Financial Group ,LLC | History | New | 15 | 3 | 0.0% | — | 645 | +15 | New | Q4 2025 | Feb 18, 2026 |
| Horizon Investments, LLC | History | Added to | 15 | 3 | 0.0% | — | 639 | +12 | 400.0% | Q4 2025 | Feb 02, 2026 |
| HighMark Wealth Management LLC | History | No change | 14 | 3 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LRI Investments, LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| VSM Wealth Advisory, LLC | History | New | 14 | 2 | 0.0% | — | 655 | +14 | New | Q4 2025 | Feb 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 13 | 2 | 0.0% | — | 648 | +13 | New | Q4 2025 | Feb 23, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 12 | 2 | 0.0% | — | 653 | +12 | New | Q4 2025 | Feb 10, 2026 |
| Modus Advisors, LLC | History | New | 11 | 2 | 0.0% | — | 650 | +11 | New | Q4 2025 | Feb 11, 2026 |
| Benson Wealth Management INC | History | New | 10 | 2 | 0.0% | — | 656 | +10 | New | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 13 | 2 | 0.0% | 0.0% | 654 | +2 | 18.18% | Q4 2025 | Feb 03, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Avion Wealth | History | No change | 10 | 2 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| American Capital Advisory, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 6 | 1 | 0.0% | 0.0% | 663 | -55 | -90.16% | Q4 2025 | Feb 11, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 5 | 1 | 0.0% | 0.0% | 662 | -40 | -88.89% | Q4 2025 | Feb 02, 2026 |
| Elevated Capital Advisors, LLC | History | New | 8 | 1 | 0.0% | — | 664 | +8 | New | Q4 2025 | Jan 27, 2026 |
| Ares Financial Consulting, LLC | History | New | 8 | 1 | 0.0% | — | 670 | +8 | New | Q4 2025 | Jan 30, 2026 |
| TD Capital Management LLC | History | New | 6 | 1 | 0.0% | — | 661 | +6 | New | Q4 2025 | Feb 26, 2026 |
| Investors Portfolio Services LLC | History | New | 5 | 1 | 0.0% | — | 669 | +5 | New | Q4 2025 | Feb 09, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 5 | 1 | 0.0% | — | 657 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 5 | 1 | 0.0% | — | 658 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 659 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 8 | 1 | 0.0% | 0.0% | 660 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Dunhill Financial, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 665 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealth Watch Advisors, INC | History | No change | 5 | 1 | 0.0% | — | 666 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Navigoe, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 667 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 5 | 1 | 0.0% | — | 668 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -68,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -21,205 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Koss-Olinger Consulting, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -11,461 | -100.0% | Q3 2025 | Oct 20, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,142 | -100.0% | Q3 2025 | Nov 04, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,594 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Calamos Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,000 | -100.0% | Q3 2025 | Oct 20, 2025 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -7,709 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,886 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -5,268 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,232 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -5,018 | -100.0% | Q3 2025 | Nov 13, 2025 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,731 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,353 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -3,390 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,682 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,488 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,402 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,141 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,664 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIDUCIARY TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,628 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -1,599 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,482 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,267 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,232 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,124 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ground Swell Capital, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -1,102 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Capital Investment Counsel, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -1,047 | -100.0% | Q3 2025 | Oct 31, 2025 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,025 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Harel Insurance Investments & Financial Services Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -700 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Advisors Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -648 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -254 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Compagnie Lombard Odier SCmA | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -120 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Clarity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -103 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Union Bancaire Privee, UBP SA | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Nov 04, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Oct 21, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -53 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Silicon Valley Capital Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Oct 21, 2025 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Westend Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Oct 17, 2025 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Oct 20, 2025 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11 | -100.0% | Q3 2025 | Oct 07, 2025 |
| MOTCO | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q3 2025 | Oct 22, 2025 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Trust Co | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 15, 2026 |
| Whipplewood Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Feb 17, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rialto Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 12, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Rachor Investment Advisory Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 30, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Kozak & Associates, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| High Note Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TFC Financial Management, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |