WisdomTree Trust - USFR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 16,653,519 | 838,005 | 0.05% | 0.05% | 1 | -1,006,010 | -5.7% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 14,382,469 | 723,725 | 0.05% | 0.05% | 2 | -721,631 | -4.78% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 12,854,447 | 646,835 | 0.18% | 0.21% | 3 | -1,421,615 | -9.96% | Q4 2025 | Feb 11, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 8,595,674 | 432,534 | 7.48% | 15.02% | 4 | -13,040,071 | -60.27% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | New | 8,330,402 | 419,185 | 4.74% | — | 5 | +8,330,402 | New | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,196,392 | 362,122 | 0.69% | 0.73% | 6 | +117,325 | 1.66% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 7,107,531 | 357,650 | 0.11% | 0.11% | 7 | +371,877 | 5.52% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 5,633,705 | 283,488 | 0.05% | 0.06% | 8 | -1,953,258 | -25.74% | Q4 2025 | Jan 29, 2026 |
| BIP Wealth, LLC | History | Reduced | 5,306,058 | 267,000 | 9.42% | 12.76% | 9 | -14,239,545 | -72.85% | Q4 2025 | Jan 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,336,559 | 167,895 | 0.03% | 0.03% | 10 | -52,105 | -1.54% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,193,537 | 160,621 | 0.04% | 0.05% | 11 | -1,144,037 | -26.38% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,142,470 | 158,128 | 0.03% | — | 12 | +3,142,470 | New | Q4 2025 | Feb 17, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 2,603,474 | 131,006 | 25.36% | 36.83% | 13 | -1,685,227 | -39.29% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,379,078 | 119,715 | 0.13% | 0.12% | 14 | +292,960 | 14.04% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 2,194,779 | 110,441 | 0.12% | 0.11% | 15 | +391,003 | 21.68% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,989,353 | 100,104 | 0.47% | 0.6% | 16 | -423,780 | -17.56% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 1,915,280 | 96,376 | 2.34% | 2.58% | 17 | -116,308 | -5.72% | Q4 2025 | Feb 17, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 1,657,263 | 83,393 | 12.81% | 12.16% | 18 | +183,095 | 12.42% | Q4 2025 | Feb 03, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,645,114 | 82,783 | 0.12% | 0.14% | 19 | -319,608 | -16.27% | Q4 2025 | Feb 17, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 1,436,883 | 72,303 | 4.73% | 5.02% | 20 | +10,977 | 0.77% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,291,801 | 65,003 | 0.12% | 0.12% | 21 | +87,774 | 7.29% | Q4 2025 | Mar 16, 2026 |
| DAVENPORT & Co LLC | History | Added to | 1,256,018 | 63,202 | 0.34% | 0.34% | 22 | +1,869 | 0.15% | Q4 2025 | Jan 12, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Added to | 1,242,649 | 62,728 | 41.72% | 42.85% | 23 | +24,642 | 2.02% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,173,736 | 59,062 | 0.47% | 0.17% | 24 | +513,733 | 77.84% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,127,022 | 56,711 | 0.23% | 0.3% | 25 | -168,678 | -13.02% | Q4 2025 | Feb 13, 2026 |
| Global View Capital Management LLC | History | Added to | 1,112,762 | 55,994 | 10.44% | 4.32% | 26 | +707,989 | 174.91% | Q4 2025 | Jan 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 1,093,583 | 54,974 | 0.16% | 0.17% | 27 | -3,570 | -0.33% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,047,051 | 52,688 | 0.14% | 0.15% | 28 | -12,467 | -1.18% | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 1,042,952 | 52,481 | 1.98% | 1.79% | 29 | +115,879 | 12.5% | Q4 2025 | Feb 17, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 1,011,555 | 50,901 | 7.2% | 9.75% | 30 | -367,186 | -26.63% | Q4 2025 | Jan 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 939,352 | 47,268 | 0.01% | 0.02% | 31 | -562,171 | -37.44% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 921,644 | 46,377 | 0.12% | 0.13% | 32 | -50,504 | -5.2% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 916,338 | 46,110 | 0.06% | 0.06% | 33 | -45,139 | -4.69% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 906,699 | 45,625 | 0.0% | 0.06% | 34 | -19,387,519 | -95.53% | Q4 2025 | Feb 11, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 892,868 | 44,929 | 16.83% | 17.18% | 35 | -919 | -0.1% | Q4 2025 | Jan 23, 2026 |
| Bank of New York Mellon Corp | History | Added to | 864,479 | 43,500 | 0.01% | 0.01% | 36 | +141,511 | 19.57% | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 847,378 | 42,640 | 0.53% | 0.56% | 37 | -1,656 | -0.2% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 830,825 | 41,807 | 0.23% | 0.23% | 38 | +40,880 | 5.18% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 828,754 | 41,702 | 0.04% | 0.03% | 39 | +133,867 | 19.26% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | New | 788,723 | 39,688 | 0.89% | — | 40 | +788,723 | New | Q4 2025 | Feb 05, 2026 |
| McGuire Investment Group, LLC | History | Added to | 786,566 | 39,579 | 4.23% | 3.5% | 41 | +171,267 | 27.83% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 761,791 | 38,356 | 0.05% | 0.06% | 42 | -14,434 | -1.86% | Q4 2025 | Jan 08, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 725,811 | 36,522 | 17.11% | 15.14% | 43 | +70,396 | 10.74% | Q4 2025 | Jan 14, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 718,735 | 36,166 | 5.37% | 1.76% | 44 | +494,348 | 220.31% | Q4 2025 | Feb 06, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 700,155 | 35,231 | 3.01% | 3.2% | 45 | -22,638 | -3.13% | Q4 2025 | Jan 21, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 696,849 | 35,065 | 0.7% | 1.02% | 46 | -322,926 | -31.67% | Q4 2025 | Feb 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 664,696 | 33,447 | 1.55% | 1.37% | 47 | +101,426 | 18.01% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 641,233 | 32,266 | 0.78% | 0.39% | 48 | +360,864 | 128.71% | Q4 2025 | Feb 17, 2026 |
| Capital Planning Advisors, LLC | History | Reduced | 641,211 | 32,265 | 4.31% | 5.51% | 49 | -156,891 | -19.66% | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 640,412 | 32,225 | 1.05% | 1.15% | 50 | -26,720 | -4.01% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 610,890 | 30,739 | 0.06% | 0.07% | 51 | -68,234 | -10.05% | Q4 2025 | Jan 23, 2026 |
| Encompass More Asset Management | History | Reduced | 603,145 | 30,350 | 5.6% | 8.48% | 52 | -278,105 | -31.56% | Q4 2025 | Feb 03, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 601,563 | 30,270 | 1.1% | 1.26% | 53 | +70,351 | 13.24% | Q4 2025 | Feb 09, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 592,111 | 29,795 | 6.35% | 8.7% | 54 | -67,134 | -10.18% | Q4 2025 | Feb 02, 2026 |
| Cypress Capital, LLC | History | Added to | 566,132 | 28,487 | 7.98% | 8.08% | 55 | +4,102 | 0.73% | Q4 2025 | Feb 06, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 555,342 | 27,944 | 9.81% | 11.45% | 56 | +15,231 | 2.82% | Q4 2025 | Jan 29, 2026 |
| Inspire Advisors, LLC | History | Reduced | 548,205 | 27,585 | 2.54% | 2.93% | 57 | -60,564 | -9.95% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 520,229 | 26,177 | 0.46% | 0.49% | 58 | +86,819 | 20.03% | Q4 2025 | Feb 06, 2026 |
| Vertex Planning Partners, LLC | History | Reduced | 518,086 | 26,070 | 6.06% | 5.19% | 59 | -20,399 | -3.79% | Q4 2025 | Feb 17, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Reduced | 465,255 | 23,620 | 14.0% | 15.5% | 60 | -43,938 | -8.63% | Q4 2025 | Jan 12, 2026 |
| Leo Wealth, LLC | History | Reduced | 455,137 | 23,024 | 1.67% | 3.07% | 61 | -16,109 | -3.42% | Q4 2025 | Jan 21, 2026 |
| Disciplina Capital Management LLC | History | Reduced | 454,805 | 22,885 | 2.62% | 4.12% | 62 | -219,358 | -32.54% | Q4 2025 | Feb 11, 2026 |
| Team Financial Group, LLC | History | Reduced | 454,430 | 22,866 | 10.37% | 11.11% | 63 | -22,639 | -4.75% | Q4 2025 | Jan 13, 2026 |
| Client First Capital LLC | History | Reduced | 451,368 | 22,712 | 9.57% | 11.31% | 64 | -53,714 | -10.63% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 450,881 | 22,688 | 0.01% | 0.01% | 65 | +22,040 | 5.14% | Q4 2025 | Feb 10, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 448,805 | 22,583 | 21.33% | 17.19% | 66 | +50,105 | 12.57% | Q4 2025 | Jan 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 435,810 | 21,929 | 1.36% | 1.23% | 67 | +57,399 | 15.17% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 434,141 | 21,878 | 0.11% | 0.05% | 68 | +291,989 | 205.41% | Q4 2025 | Feb 17, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 430,091 | 21,642 | 2.03% | 2.03% | 69 | +9,375 | 2.23% | Q4 2025 | Jan 23, 2026 |
| Melone Private Wealth, LLC | History | Added to | 429,196 | 21,597 | 9.16% | 7.58% | 70 | +96,224 | 28.9% | Q4 2025 | Jan 07, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 428,334 | 21,553 | 6.3% | 6.35% | 71 | +2,630 | 0.62% | Q4 2025 | Feb 09, 2026 |
| United Asset Strategies, Inc. | History | Added to | 424,621 | 21,366 | 1.65% | 1.5% | 72 | +53,242 | 14.34% | Q4 2025 | Jan 28, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 422,290 | 21,249 | 6.66% | 6.89% | 73 | +7,363 | 1.77% | Q4 2025 | Feb 11, 2026 |
| New Perspectives, Inc | History | Added to | 416,536 | 20,960 | 7.27% | 9.27% | 74 | +4,611 | 1.12% | Q4 2025 | Jan 28, 2026 |
| Stonekeep Investments, LLC | History | Reduced | 406,289 | 20,444 | 13.07% | 13.98% | 75 | -32,486 | -7.4% | Q4 2025 | Jan 07, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 395,278 | 19,890 | 0.14% | 0.14% | 76 | -654 | -0.17% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 375,462 | 18,893 | 0.05% | 0.09% | 77 | -192,973 | -33.95% | Q4 2025 | Jan 26, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 374,116 | 18,825 | 0.53% | 0.4% | 78 | +246,074 | 192.18% | Q4 2025 | Feb 10, 2026 |
| Catalina Capital Group, LLC | History | Added to | 373,961 | 18,817 | 11.42% | 9.6% | 79 | +60,873 | 19.44% | Q4 2025 | Jan 16, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 369,789 | 18,607 | 0.05% | 0.06% | 80 | -119,340 | -24.4% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 367,529 | 18,494 | 0.25% | 0.01% | 81 | +354,338 | 2686.21% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 366,801 | 18,457 | 0.89% | 0.05% | 82 | +351,592 | 2311.74% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 361,596 | 18,195 | 0.21% | 0.28% | 83 | +34,854 | 10.67% | Q4 2025 | Jan 29, 2026 |
| Permanent Capital Management, LP | History | Reduced | 348,134 | 17,518 | 3.41% | 3.93% | 84 | -70,378 | -16.82% | Q4 2025 | Jan 07, 2026 |
| Broussard Financial Group LLC | History | New | 343,170 | 17,268 | 14.0% | — | 85 | +343,170 | New | Q4 2025 | Feb 02, 2026 |
| Envision Financial LLC | History | Added to | 337,489 | 16,982 | 8.98% | 9.5% | 86 | +7,721 | 2.34% | Q4 2025 | Jan 07, 2026 |
| Sharper & Granite LLC | History | Reduced | 335,181 | 16,866 | 5.94% | 7.35% | 87 | -72,777 | -17.84% | Q4 2025 | Jan 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 331,094 | 16,660 | 0.33% | 0.31% | 88 | +32,312 | 10.81% | Q4 2025 | Jan 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 326,098 | 16,409 | 0.09% | 0.16% | 89 | -227,757 | -41.12% | Q4 2025 | Jan 29, 2026 |
| Family Legacy Financial Solutions, LLC | History | Reduced | 325,598 | 16,384 | 12.63% | 16.38% | 90 | -100,070 | -23.51% | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 325,521 | 16,380 | 0.04% | 0.04% | 91 | +59,023 | 22.15% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 320,138 | 16,109 | 0.02% | 0.07% | 92 | -457,913 | -58.85% | Q4 2025 | Feb 18, 2026 |
| Bonfire Financial | History | Added to | 319,858 | 16,095 | 12.02% | 11.27% | 93 | +27,899 | 9.56% | Q4 2025 | Jan 27, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 317,485 | 15,975 | 0.53% | 0.45% | 94 | +74,697 | 30.77% | Q4 2025 | Jan 14, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 314,691 | 15,835 | 9.65% | 11.99% | 95 | -36,454 | -10.38% | Q4 2025 | Jan 26, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 314,444 | 15,822 | 3.06% | 3.44% | 96 | -7,214 | -2.24% | Q4 2025 | Feb 05, 2026 |
| IFG Advisory, LLC | History | Added to | 313,678 | 15,784 | 0.69% | 0.67% | 97 | +20,839 | 7.12% | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 313,653 | 15,783 | 0.39% | 0.34% | 98 | +50,791 | 19.32% | Q4 2025 | Feb 09, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 305,567 | 15,376 | 0.28% | 0.39% | 99 | -83,549 | -21.47% | Q4 2025 | Feb 17, 2026 |
| Rare Wolf Capital LLC | History | New | 301,029 | 15,147 | 9.46% | — | 100 | +301,029 | New | Q4 2025 | Feb 19, 2026 |
| Christian Investment Advisors, Inc. | History | Added to | 300,257 | 15,108 | 12.24% | 11.65% | 101 | +11,737 | 4.07% | Q4 2025 | Jan 22, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 295,820 | 14,885 | 2.19% | — | 102 | +295,820 | New | Q4 2025 | Feb 10, 2026 |
| Leibman Financial Services, Inc. | History | Reduced | 295,493 | 14,869 | 10.73% | 12.64% | 103 | -35,672 | -10.77% | Q4 2025 | Jan 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 292,569 | 14,722 | 0.01% | 0.01% | 104 | +15,260 | 5.5% | Q4 2025 | Feb 17, 2026 |
| Goldenstone Wealth Management LLC | History | New | 287,763 | 14,480 | 10.83% | — | 105 | +287,763 | New | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 280,874 | 14,133 | 0.08% | 0.08% | 106 | +19,311 | 7.38% | Q4 2025 | Feb 13, 2026 |
| Lauer Wealth, LLC | History | Reduced | 279,547 | 14,077 | 10.45% | 11.29% | 107 | -34,298 | -10.93% | Q4 2025 | Jan 12, 2026 |
| Headland Capital, LLC | History | Added to | 279,284 | 14,053 | 3.91% | 3.86% | 108 | +5,610 | 2.05% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 278,902 | 14,034 | 0.15% | 0.04% | 109 | +232,222 | 497.48% | Q4 2025 | Jan 23, 2026 |
| Napier Financial, LLC | History | New | 275,049 | 13,840 | 3.46% | — | 110 | +275,049 | New | Q4 2025 | Feb 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 274,543 | 13,815 | 0.24% | 0.3% | 111 | -3,477 | -1.25% | Q4 2025 | Feb 19, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 272,067 | 13,690 | 7.41% | 10.55% | 112 | -112,139 | -29.19% | Q4 2025 | Jan 16, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 272,058 | 13,689 | 3.1% | 3.64% | 113 | -47,876 | -14.96% | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 268,371 | 13,504 | 0.11% | 0.1% | 114 | +45,556 | 20.45% | Q4 2025 | Jan 26, 2026 |
| Mueller Wealth, LLC | History | New | 267,748 | 13,473 | 11.15% | — | 115 | +267,748 | New | Q4 2025 | Feb 10, 2026 |
| Guided Capital Wealth Management, LLC | History | Added to | 267,665 | 13,468 | 9.44% | 11.44% | 116 | +2,069 | 0.78% | Q4 2025 | Jan 15, 2026 |
| Howard Capital Management Inc. | History | Reduced | 2,016,347 | 13,441 | 0.17% | 0.18% | 117 | -4,624 | -0.23% | Q4 2025 | Jan 23, 2026 |
| Arta Finance Wealth Management LLC | History | New | 266,868 | 13,428 | 6.85% | — | 118 | +266,868 | New | Q4 2025 | Jan 20, 2026 |
| Allen Capital Group, LLC | History | Added to | 266,312 | 13,400 | 1.23% | 0.93% | 119 | +70,185 | 35.79% | Q4 2025 | Feb 09, 2026 |
| Value Investment Professionals, LLC | History | New | 260,638 | 13,115 | 13.75% | — | 120 | +260,638 | New | Q4 2025 | Feb 11, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 257,965 | 12,980 | 0.16% | 0.17% | 121 | -9,671 | -3.61% | Q4 2025 | Feb 05, 2026 |
| Parisi Gray Wealth Management | History | Added to | 256,803 | 12,922 | 2.93% | 2.62% | 122 | +56,535 | 28.23% | Q4 2025 | Jan 07, 2026 |
| Intrua Financial, LLC | History | Added to | 254,046 | 12,783 | 1.35% | 1.09% | 123 | +54,360 | 27.22% | Q4 2025 | Feb 05, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 248,052 | 12,490 | 2.7% | 2.12% | 124 | +57,279 | 30.02% | Q4 2025 | Feb 05, 2026 |
| Haven Private, LLC | History | Added to | 247,301 | 12,444 | 5.44% | 5.14% | 125 | +15,582 | 6.72% | Q4 2025 | Feb 12, 2026 |
| Uniplan Investment Counsel, Inc. | History | Reduced | 245,801 | 12,368 | 1.24% | 1.48% | 126 | -54,155 | -18.05% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 243,776 | 12,266 | 0.01% | 0.02% | 127 | -49,210 | -16.8% | Q4 2025 | Feb 13, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 240,579 | 12,105 | 4.35% | 3.86% | 128 | +37,086 | 18.22% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 239,054 | 12,029 | 0.14% | 0.12% | 129 | +34,460 | 16.84% | Q4 2025 | Jan 20, 2026 |
| BFI Wealth Solutions, LLC | History | New | 226,376 | 11,391 | 10.85% | — | 130 | +226,376 | New | Q4 2025 | Feb 19, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 222,282 | 11,185 | 0.59% | 0.7% | 131 | -31,094 | -12.27% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 218,410 | 10,990 | 0.07% | — | 132 | +218,410 | New | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 217,758 | 10,957 | 0.21% | 0.08% | 133 | +149,200 | 217.63% | Q4 2025 | Feb 13, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 214,532 | 10,795 | 2.9% | 4.2% | 134 | -81,900 | -27.63% | Q4 2025 | Feb 09, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Added to | 213,314 | 10,733 | 1.76% | 1.67% | 135 | +1,374 | 0.65% | Q4 2025 | Feb 02, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 208,469 | 10,490 | 2.54% | 2.44% | 136 | +13,349 | 6.84% | Q4 2025 | Feb 11, 2026 |
| Procyon Advisors, LLC | History | Added to | 208,054 | 10,469 | 0.52% | 0.56% | 137 | +20,303 | 10.81% | Q4 2025 | Jan 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 207,659 | 10,449 | 0.49% | 1.5% | 138 | -476,498 | -69.65% | Q4 2025 | Jan 21, 2026 |
| NVWM, LLC | History | Added to | 207,313 | 10,431 | 2.27% | 2.11% | 139 | +20,281 | 10.84% | Q4 2025 | Jan 20, 2026 |
| Mason & Associates Inc | History | Added to | 204,303 | 10,280 | 1.93% | 1.74% | 140 | +32,072 | 18.62% | Q4 2025 | Feb 05, 2026 |
| SYKON CAPITAL LLC | History | Added to | 203,815 | 10,255 | 3.29% | 2.47% | 141 | +56,676 | 38.52% | Q4 2025 | Feb 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 200,000 | 10,064 | 0.02% | — | 142 | +200,000 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 199,154 | 10,021 | 0.04% | 0.04% | 143 | +29,739 | 17.55% | Q4 2025 | Feb 18, 2026 |
| WT Wealth Management | History | Reduced | 197,782 | 9,952 | 2.86% | 2.88% | 144 | -1,092 | -0.55% | Q4 2025 | Feb 02, 2026 |
| HUB Investment Partners, LLC | History | Added to | 193,459 | 9,734 | 0.25% | 0.32% | 145 | +360 | 0.19% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 193,265 | 9,725 | 0.07% | 0.08% | 146 | -18,860 | -8.89% | Q4 2025 | Feb 17, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 190,806 | 9,601 | 0.83% | 0.95% | 147 | -19,731 | -9.37% | Q4 2025 | Jan 05, 2026 |
| SFM, LLC | History | Reduced | 182,098 | 9,163 | 5.37% | 9.5% | 148 | -142,728 | -43.94% | Q4 2025 | Jan 23, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 181,944 | 9,155 | 3.4% | 3.01% | 149 | +17,538 | 10.67% | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 178,970 | 9,005 | 8.97% | — | 150 | +178,970 | New | Q4 2025 | Feb 12, 2026 |
| DORVAL Corp | History | Reduced | 175,551 | 8,833 | 2.82% | 4.12% | 151 | -71,820 | -29.03% | Q4 2025 | Jan 26, 2026 |
| Warner Group LLC | History | Added to | 174,030 | 8,757 | 5.4% | 6.01% | 152 | +283 | 0.16% | Q4 2025 | Feb 06, 2026 |
| AlTi Global, Inc. | History | Reduced | 165,095 | 8,307 | 0.18% | 0.2% | 153 | -3,613 | -2.14% | Q4 2025 | Feb 13, 2026 |
| Keebeck Wealth Management | History | Added to | 164,309 | 8,268 | 0.95% | 0.84% | 154 | +23,672 | 16.83% | Q4 2025 | Feb 17, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 161,211 | 8,112 | 1.07% | 1.07% | 155 | +8,992 | 5.91% | Q4 2025 | Jan 30, 2026 |
| Andina Capital Management, LLC | History | Reduced | 158,782 | 7,989 | 4.83% | 8.13% | 156 | -127,588 | -44.55% | Q4 2025 | Feb 12, 2026 |
| Fortune Financial Group, Inc. | History | New | 156,420 | 7,871 | 7.74% | — | 157 | +156,420 | New | Q4 2025 | Feb 11, 2026 |
| ORG Partners LLC | History | Added to | 153,990 | 7,748 | 1.36% | 1.07% | 158 | +37,174 | 31.82% | Q4 2025 | Jan 14, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 148,375 | 7,476 | 3.64% | 5.27% | 159 | -43,892 | -22.83% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 146,697 | 7,381 | 0.01% | 0.0% | 160 | +120,517 | 460.34% | Q4 2025 | Feb 13, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 143,494 | 7,220 | 4.27% | 2.4% | 161 | +71,918 | 100.48% | Q4 2025 | Feb 10, 2026 |
| TD Capital Management LLC | History | Reduced | 143,049 | 7,198 | 0.64% | 0.89% | 162 | -53,136 | -27.08% | Q4 2025 | Feb 26, 2026 |
| Ares Financial Consulting, LLC | History | New | 142,775 | 7,184 | 6.84% | — | 163 | +142,775 | New | Q4 2025 | Jan 30, 2026 |
| Sanchez Wealth Management Group | History | Reduced | 142,731 | 7,182 | 1.54% | 2.87% | 164 | -113,995 | -44.4% | Q4 2025 | Feb 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 140,819 | 7,086 | 0.03% | 0.03% | 165 | +2,055 | 1.48% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 138,173 | 6,952 | 0.1% | 0.11% | 166 | -5,473 | -3.81% | Q4 2025 | Feb 09, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 136,919 | 6,889 | 1.67% | 2.05% | 167 | -16,864 | -10.97% | Q4 2025 | Feb 02, 2026 |
| MRWM Advisors, LLC | History | Reduced | 131,799 | 6,632 | 3.56% | 3.77% | 168 | -83 | -0.06% | Q4 2025 | Jan 26, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 129,138 | 6,498 | 0.04% | 0.04% | 169 | -2,764 | -2.1% | Q4 2025 | Jan 29, 2026 |
| Reality Financial Planning Services, LLC | History | New | 128,077 | 6,444 | 6.17% | — | 170 | +128,077 | New | Q4 2025 | Feb 12, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 125,950 | 6,337 | 0.63% | 0.63% | 171 | +1,644 | 1.32% | Q4 2025 | Jan 20, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 123,446 | 6,211 | 0.15% | 0.17% | 172 | -9,385 | -7.07% | Q4 2025 | Jan 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 123,409 | 6,209 | 0.44% | 0.48% | 173 | +3,688 | 3.08% | Q4 2025 | Jan 21, 2026 |
| Daviman Financial, LLC | History | New | 122,966 | 6,187 | 3.63% | — | 174 | +122,966 | New | Q4 2025 | Feb 06, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Reduced | 122,716 | 6,175 | 0.68% | 1.03% | 175 | -62,245 | -33.65% | Q4 2025 | Feb 03, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 120,930 | 6,085 | 0.36% | 0.51% | 176 | -29,348 | -19.53% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Reduced | 120,041 | 6,040 | 0.01% | 0.01% | 177 | -28,533 | -19.2% | Q4 2025 | Feb 11, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 119,388 | 6,007 | 1.72% | 1.59% | 178 | +13,188 | 12.42% | Q4 2025 | Jan 29, 2026 |
| Cascades Capital Asset Management, LLC | History | Reduced | 118,582 | 5,967 | 2.5% | 2.93% | 179 | -13,928 | -10.51% | Q4 2025 | Feb 04, 2026 |
| Activest Wealth Management | History | Reduced | 117,304 | 5,902 | 1.1% | 1.26% | 180 | -6,179 | -5.0% | Q4 2025 | Jan 30, 2026 |
| Belpointe Asset Management LLC | History | Added to | 115,460 | 5,809 | 0.21% | 0.2% | 181 | +8,985 | 8.44% | Q4 2025 | Jan 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 113,280 | 5,700 | 0.01% | 0.01% | 182 | +3,532 | 3.22% | Q4 2025 | Feb 13, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 110,269 | 5,556 | 1.16% | 1.76% | 183 | -14,357 | -11.52% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 109,419 | 5,504 | 0.37% | 0.54% | 184 | -34,133 | -23.78% | Q4 2025 | Jan 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 109,263 | 5,498 | 0.08% | 0.08% | 185 | +146 | 0.13% | Q4 2025 | Feb 17, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 108,751 | 5,472 | 1.04% | 1.21% | 186 | -12,528 | -10.33% | Q4 2025 | Jan 22, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 106,562 | 5,362 | 0.04% | 0.04% | 187 | +1,729 | 1.65% | Q4 2025 | Jan 14, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 105,899 | 5,328 | 0.56% | 0.66% | 188 | -12,465 | -10.53% | Q4 2025 | Feb 13, 2026 |
| Argo Wealth Advisory, LLC | History | New | 105,127 | 5,289 | 3.16% | — | 189 | +105,127 | New | Q4 2025 | Jan 26, 2026 |
| Hobart Private Capital, LLC | History | Added to | 104,562 | 5,261 | 1.03% | 0.99% | 190 | +10,091 | 10.68% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 102,532 | 5,159 | 0.0% | 0.0% | 191 | -25,914 | -20.18% | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Added to | 101,365 | 5,100 | 0.23% | 0.25% | 192 | +6,446 | 6.79% | Q4 2025 | Feb 05, 2026 |
| Ellevest, Inc. | History | Reduced | 100,182 | 5,041 | 0.7% | 0.79% | 193 | -9,923 | -9.01% | Q4 2025 | Feb 10, 2026 |
| NOVEM GROUP | History | Added to | 99,038 | 4,983 | 0.57% | 0.44% | 194 | +24,888 | 33.56% | Q4 2025 | Jan 27, 2026 |
| Wealthfront Advisers LLC | History | Added to | 98,768 | 4,970 | 0.01% | 0.01% | 195 | +20,494 | 26.18% | Q4 2025 | Jan 30, 2026 |
| Second Line Capital, LLC | History | Added to | 97,198 | 4,891 | 1.01% | 0.91% | 196 | +9,254 | 10.52% | Q4 2025 | Feb 17, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 95,683 | 4,814 | 0.92% | 0.98% | 197 | -3,764 | -3.78% | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | Added to | 94,016 | 4,731 | 0.14% | 0.14% | 198 | +8 | 0.01% | Q4 2025 | Feb 11, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 93,613 | 4,710 | 1.49% | 2.31% | 199 | -35,985 | -27.77% | Q4 2025 | Jan 08, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 92,808 | 4,670 | 2.13% | 2.53% | 200 | -13,398 | -12.62% | Q4 2025 | Jan 22, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 92,469 | 4,653 | 2.73% | 2.99% | 201 | -9,584 | -9.39% | Q4 2025 | Feb 12, 2026 |
| F&V Capital Management, LLC | History | Reduced | 92,446 | 4,652 | 0.99% | 1.1% | 202 | -5,204 | -5.33% | Q4 2025 | Mar 26, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 91,407 | 4,599 | 0.73% | 0.72% | 203 | +2,942 | 3.33% | Q4 2025 | Feb 02, 2026 |
| StoneX Group Inc. | History | Added to | 91,188 | 4,588 | 0.2% | 0.19% | 204 | +6,519 | 7.7% | Q4 2025 | Feb 12, 2026 |
| CIM, LLC | History | Added to | 91,134 | 4,585 | 0.6% | 0.57% | 205 | +4,242 | 4.88% | Q4 2025 | Feb 18, 2026 |
| Hamilton Wealth, LLC | History | Added to | 89,710 | 4,514 | 0.86% | 0.66% | 206 | +26,710 | 42.4% | Q4 2025 | Feb 19, 2026 |
| Greenwich Wealth Management LLC | History | No change | 87,437 | 4,400 | 0.2% | 0.22% | 207 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 87,439 | 4,399 | 0.15% | 0.16% | 208 | -1,709 | -1.92% | Q4 2025 | Jan 12, 2026 |
| Ethos Financial Group, LLC | History | Added to | 87,076 | 4,381 | 0.32% | 0.25% | 209 | +23,353 | 36.65% | Q4 2025 | Jan 20, 2026 |
| Charis Legacy Partners, LLC | History | Added to | 85,926 | 4,323 | 6.38% | 5.83% | 210 | +8,163 | 10.5% | Q4 2025 | Jan 08, 2026 |
| Vantage Point Financial LLC | History | Added to | 84,197 | 4,236 | 1.52% | 1.55% | 211 | +4,599 | 5.78% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 83,870 | 4,220 | 0.1% | 0.09% | 212 | +12,936 | 18.24% | Q4 2025 | Feb 13, 2026 |
| Nemes Rush Group LLC | History | New | 83,134 | 4,183 | 0.39% | — | 213 | +83,134 | New | Q4 2025 | Feb 11, 2026 |
| First Financial Group Corp | History | Added to | 82,851 | 4,169 | 3.55% | 3.25% | 214 | +8,315 | 11.16% | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | Added to | 81,500 | 4,084 | 0.01% | 0.0% | 215 | +77,080 | 1743.89% | Q4 2025 | Mar 09, 2026 |
| Waverly Advisors, LLC | History | Reduced | 80,945 | 4,073 | 0.03% | 0.05% | 216 | -19,837 | -19.68% | Q4 2025 | Feb 17, 2026 |
| M Wealth Management, LLC | History | Reduced | 80,865 | 4,069 | 3.54% | 3.86% | 217 | -6,631 | -7.58% | Q4 2025 | Jan 29, 2026 |
| Clear Creek Financial Management, LLC | History | New | 80,820 | 4,066 | 0.33% | — | 218 | +80,820 | New | Q4 2025 | Jan 23, 2026 |
| BEACON FINANCIAL GROUP | History | New | 79,573 | 4,004 | 0.4% | — | 219 | +79,573 | New | Q4 2025 | Apr 01, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 78,078 | 3,928 | 3.62% | — | 220 | +78,078 | New | Q4 2025 | Feb 27, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 77,542 | 3,901 | 1.37% | 2.19% | 221 | -29,995 | -27.89% | Q4 2025 | Feb 09, 2026 |
| Magnus Financial Group LLC | History | Reduced | 77,443 | 3,896 | 0.3% | 0.38% | 222 | -19,422 | -20.05% | Q4 2025 | Jan 07, 2026 |
| GatePass Capital, LLC | History | Added to | 76,050 | 3,826 | 1.97% | 2.18% | 223 | +750 | 1.0% | Q4 2025 | Feb 09, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 75,181 | 3,783 | 3.34% | — | 224 | +75,181 | New | Q4 2025 | Feb 05, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 71,661 | 3,605 | 0.13% | 0.35% | 225 | -33,923 | -32.13% | Q4 2025 | Feb 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 71,230 | 3,584 | 0.13% | 0.15% | 226 | -9,952 | -12.26% | Q4 2025 | Feb 02, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 69,041 | 3,474 | 0.71% | 0.67% | 227 | +5,673 | 8.95% | Q4 2025 | Feb 02, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 68,484 | 3,446 | 0.99% | — | 228 | +68,484 | New | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | Added to | 68,068 | 3,425 | 0.77% | 0.77% | 229 | +1,785 | 2.69% | Q4 2025 | Feb 06, 2026 |
| JT Stratford LLC | History | Added to | 66,840 | 3,363 | 0.43% | 0.45% | 230 | +557 | 0.84% | Q4 2025 | Feb 12, 2026 |
| NorthRock Partners, LLC | History | Added to | 64,756 | 3,258 | 0.05% | 0.04% | 231 | +16,350 | 33.78% | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 63,798 | 3,210 | 0.05% | 0.06% | 232 | -4,870 | -7.09% | Q4 2025 | Feb 03, 2026 |
| Smart Money Group LLC | History | Reduced | 63,649 | 3,202 | 0.93% | 1.03% | 233 | -5,673 | -8.18% | Q4 2025 | Jan 30, 2026 |
| Allworth Financial LP | History | New | 63,111 | 3,175 | 0.01% | — | 234 | +63,111 | New | Q4 2025 | Feb 05, 2026 |
| Financially in Tune, LLC | History | New | 62,942 | 3,167 | 2.96% | — | 235 | +62,942 | New | Q4 2025 | Feb 27, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 62,923 | 3,166 | 0.43% | — | 236 | +62,923 | New | Q4 2025 | Feb 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 62,017 | 3,120 | 0.17% | 0.2% | 237 | -2,812 | -4.34% | Q4 2025 | Feb 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 61,971 | 3,118 | 0.04% | 0.04% | 238 | +8,065 | 14.96% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 61,217 | 3,080 | 0.42% | 0.51% | 239 | -7,095 | -10.39% | Q4 2025 | Feb 17, 2026 |
| LANDAAS & CO /WI /ADV | History | Reduced | 59,710 | 3,004 | 0.66% | 1.51% | 240 | -72,183 | -54.73% | Q4 2025 | Jan 21, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 59,256 | 2,981 | 0.33% | 0.43% | 241 | -3,903 | -6.18% | Q4 2025 | Feb 11, 2026 |
| PFG Advisors | History | Added to | 58,713 | 2,954 | 0.14% | 0.12% | 242 | +136 | 0.23% | Q4 2025 | Jan 27, 2026 |
| SG Trading Solutions, LLC | History | New | 57,149 | 2,876 | 0.67% | — | 243 | +57,149 | New | Q4 2025 | Feb 24, 2026 |
| RFG Advisory, LLC | History | Added to | 55,429 | 2,789 | 0.05% | 0.05% | 244 | +10,191 | 22.53% | Q4 2025 | Feb 03, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 55,134 | 2,774 | 0.0% | 0.0% | 245 | -7,281 | -11.67% | Q4 2025 | Feb 02, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 54,756 | 2,755 | 1.85% | 2.36% | 246 | -13,913 | -20.26% | Q4 2025 | Feb 11, 2026 |
| Edgestream Partners, L.P. | History | Added to | 53,649 | 2,699 | 0.08% | 0.06% | 247 | +9,849 | 22.49% | Q4 2025 | Feb 13, 2026 |
| MIDDLETON & CO INC/MA | History | Reduced | 53,530 | 2,693 | 0.29% | 0.29% | 248 | -250 | -0.46% | Q4 2025 | Jan 29, 2026 |
| NWAM LLC | History | Reduced | 53,001 | 2,675 | 0.15% | 0.17% | 249 | -8,612 | -13.98% | Q4 2025 | Feb 04, 2026 |
| Bravias Capital Group, LLC | History | Added to | 52,474 | 2,640 | 1.6% | 1.58% | 250 | +5,369 | 11.4% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 51,475 | 2,590 | 0.22% | 0.23% | 251 | -3,446 | -6.27% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 51,238 | 2,578 | 0.96% | 0.85% | 252 | +7,267 | 16.53% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 50,599 | 2,546 | 0.04% | 0.09% | 253 | -65,711 | -56.5% | Q4 2025 | Feb 13, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Added to | 50,285 | 2,530 | 0.9% | 0.65% | 254 | +14,938 | 42.26% | Q4 2025 | Feb 13, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 49,967 | 2,515 | 0.42% | 0.53% | 255 | -11,217 | -18.33% | Q4 2025 | Feb 06, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 49,572 | 2,494 | 0.51% | 0.49% | 256 | +3,272 | 7.07% | Q4 2025 | Jan 15, 2026 |
| SFMG, LLC | History | New | 49,340 | 2,482 | 0.17% | — | 257 | +49,340 | New | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 49,045 | 2,468 | 0.01% | 0.01% | 258 | -12,667 | -20.53% | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 48,907 | 2,460 | 0.09% | 0.09% | 259 | +165 | 0.34% | Q4 2025 | Jan 21, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 48,826 | 2,456 | 1.06% | 1.96% | 260 | -31,711 | -39.37% | Q4 2025 | Jan 23, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 48,152 | 2,423 | 0.15% | 0.15% | 261 | +1,292 | 2.76% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 47,520 | 2,391 | 0.02% | 0.04% | 262 | -44,589 | -48.41% | Q4 2025 | Feb 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 46,209 | 2,325 | 0.08% | — | 263 | +46,209 | New | Q4 2025 | Feb 13, 2026 |
| Portland Financial Advisors Inc | History | Added to | 46,092 | 2,319 | 4.93% | 4.84% | 264 | +877 | 1.94% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 45,748 | 2,302 | 0.05% | 0.03% | 265 | +23,555 | 106.14% | Q4 2025 | Feb 06, 2026 |
| Global Assets Advisory, LLC | History | Added to | 44,606 | 2,244 | 0.64% | 0.58% | 266 | +5,760 | 14.83% | Q4 2025 | Feb 09, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 44,489 | 2,238 | 0.81% | 0.86% | 267 | -437 | -0.97% | Q4 2025 | Jan 13, 2026 |
| Watchman Group, Inc. | History | Added to | 43,675 | 2,197 | 0.52% | 0.28% | 268 | +20,283 | 86.71% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 43,392 | 2,183 | 0.01% | 0.01% | 269 | -1,288 | -2.88% | Q4 2025 | Jan 29, 2026 |
| Herold Advisors, Inc. | History | Reduced | 43,156 | 2,171 | 0.49% | 0.68% | 270 | -15,438 | -26.35% | Q4 2025 | Feb 17, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 42,852 | 2,156 | 1.02% | 0.2% | 271 | +27,151 | 172.93% | Q4 2025 | Feb 06, 2026 |
| Westmount Partners, LLC | History | Reduced | 42,076 | 2,117 | 0.53% | 0.56% | 272 | -765 | -1.79% | Q4 2025 | Jan 15, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 41,715 | 2,099 | 1.45% | 1.68% | 273 | -5,515 | -11.68% | Q4 2025 | Jan 22, 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | History | Added to | 41,650 | 2,095 | 2.28% | 1.31% | 274 | +17,250 | 70.7% | Q4 2025 | Jan 22, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 38,453 | 1,934 | 1.77% | 0.07% | 275 | +28,255 | 277.06% | Q4 2025 | Feb 09, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 38,021 | 1,913 | 0.21% | 0.22% | 276 | -225 | -0.59% | Q4 2025 | Feb 18, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 37,845 | 1,904 | 0.13% | 0.13% | 277 | +3,810 | 11.19% | Q4 2025 | Feb 02, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 37,777 | 1,900 | 0.04% | 0.07% | 278 | -25,320 | -40.13% | Q4 2025 | Feb 06, 2026 |
| National Wealth Management Group, LLC | History | Added to | 37,624 | 1,893 | 0.66% | 0.61% | 279 | +5,373 | 16.66% | Q4 2025 | Jan 12, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 37,592 | 1,891 | 0.46% | 0.41% | 280 | +4,324 | 13.0% | Q4 2025 | Jan 12, 2026 |
| Fermata Advisors, LLC | History | Reduced | 37,526 | 1,888 | 0.45% | 0.53% | 281 | -4,040 | -9.72% | Q4 2025 | Jan 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 37,425 | 1,883 | 0.09% | 0.03% | 282 | +26,117 | 230.96% | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 37,083 | 1,865 | 0.07% | 0.11% | 283 | +1,503 | 4.22% | Q4 2025 | Feb 13, 2026 |
| Sankala Group LLC | History | New | 36,669 | 1,846 | 1.48% | — | 284 | +36,669 | New | Q4 2025 | Mar 02, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 36,571 | 1,840 | 0.92% | 0.89% | 285 | +370 | 1.02% | Q4 2025 | Feb 12, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Added to | 35,986 | 1,810 | 0.35% | 0.17% | 286 | +19,747 | 121.6% | Q4 2025 | Feb 17, 2026 |
| Eagle Strategies LLC | History | Added to | 35,906 | 1,806 | 0.23% | 0.24% | 287 | +516 | 1.46% | Q4 2025 | Jan 23, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 35,799 | 1,801 | 0.37% | 0.36% | 288 | +1,603 | 4.69% | Q4 2025 | Feb 11, 2026 |
| Compass Financial Services Inc | History | Added to | 35,764 | 1,799 | 0.78% | 0.74% | 289 | +2,315 | 6.92% | Q4 2025 | Feb 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 35,422 | 1,782 | 0.03% | 0.05% | 290 | -15,907 | -30.99% | Q4 2025 | Feb 12, 2026 |
| Authentikos Wealth Advisory, LLC | History | Reduced | 35,091 | 1,765 | 1.17% | 1.27% | 291 | -3,108 | -8.14% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 34,425 | 1,732 | 0.01% | 0.03% | 292 | -42,037 | -54.98% | Q4 2025 | Jan 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 34,279 | 1,724 | 0.15% | 0.13% | 293 | +5,345 | 18.47% | Q4 2025 | Jan 26, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 33,950 | 1,708 | 0.32% | 0.34% | 294 | -1,983 | -5.52% | Q4 2025 | Feb 12, 2026 |
| PFG Investments, LLC | History | Reduced | 33,876 | 1,704 | 0.08% | 0.09% | 295 | -1,150 | -3.28% | Q4 2025 | Jan 26, 2026 |
| IFS Advisors, LLC | History | Added to | 33,506 | 1,686 | 0.88% | 0.9% | 296 | +3,004 | 9.85% | Q4 2025 | Jan 09, 2026 |
| WealthShield Partners, LLC | History | Reduced | 33,428 | 1,682 | 0.19% | 0.26% | 297 | -11,798 | -26.09% | Q4 2025 | Feb 03, 2026 |
| BDFS Capital LLC | History | New | 33,246 | 1,672 | 0.84% | — | 298 | +33,246 | New | Q4 2025 | Feb 26, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 33,185 | 1,669 | 0.23% | 0.36% | 299 | -15,997 | -32.53% | Q4 2025 | Feb 10, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 33,130 | 1,667 | 0.28% | 0.49% | 300 | -30,410 | -47.86% | Q4 2025 | Jan 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 33,085 | 1,664 | 0.02% | 0.02% | 301 | -564 | -1.68% | Q4 2025 | Jan 30, 2026 |
| Savant Capital, LLC | History | Reduced | 32,570 | 1,638 | 0.01% | 0.01% | 302 | -1,395 | -4.11% | Q4 2025 | Feb 10, 2026 |
| GreatBanc Trust CO | History | Reduced | 32,281 | 1,624 | 1.14% | 1.3% | 303 | -5,650 | -14.9% | Q4 2025 | Feb 12, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 31,705 | 1,599 | 0.39% | 0.4% | 304 | +1,610 | 5.35% | Q4 2025 | Jan 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 31,300 | 1,575 | 0.01% | 0.01% | 305 | -692 | -2.16% | Q4 2025 | Feb 06, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 31,165 | 1,568 | 0.96% | 0.93% | 306 | +1,191 | 3.97% | Q4 2025 | Feb 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | Reduced | 31,000 | 1,559 | 1.33% | 0.34% | 307 | -32,589 | -51.25% | Q4 2025 | Feb 06, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 30,911 | 1,555 | 1.03% | 0.99% | 308 | +2,632 | 9.31% | Q4 2025 | Jan 08, 2026 |
| XY Planning Network, Inc. | History | Added to | 30,450 | 1,532 | 0.27% | 0.43% | 309 | +5,503 | 22.06% | Q4 2025 | Jan 26, 2026 |
| HF Advisory Group, LLC | History | Added to | 30,348 | 1,527 | 0.53% | 0.54% | 310 | +1,356 | 4.68% | Q4 2025 | Jan 23, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 30,211 | 1,520 | 0.16% | 0.18% | 311 | -2,092 | -6.48% | Q4 2025 | Feb 18, 2026 |
| Compound Planning, Inc. | History | Added to | 30,124 | 1,515 | 0.04% | 0.04% | 312 | +2,728 | 9.96% | Q4 2025 | Feb 19, 2026 |
| Atria Investments, Inc | History | Added to | 30,094 | 1,514 | 0.02% | 0.02% | 313 | +1,534 | 5.37% | Q4 2025 | Feb 05, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 29,049 | 1,461 | 0.06% | 0.07% | 314 | -2,361 | -7.52% | Q4 2025 | Feb 17, 2026 |
| Berger Financial Group, Inc | History | Added to | 28,907 | 1,454 | 0.08% | 0.06% | 315 | +8,837 | 44.03% | Q4 2025 | Jan 27, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 28,700 | 1,444 | 0.02% | 0.02% | 316 | +2,000 | 7.49% | Q4 2025 | Feb 11, 2026 |
| Sierra Capital LLC | History | No change | 28,010 | 1,409 | 0.15% | 0.15% | 317 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NBC SECURITIES, INC. | History | Added to | 27,928 | 1,405 | 0.11% | 0.1% | 318 | +1,475 | 5.58% | Q4 2025 | Jan 29, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 27,390 | 1,378 | 0.75% | 1.18% | 319 | -14,047 | -33.9% | Q4 2025 | Feb 02, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 27,304 | 1,373 | 0.49% | 0.5% | 320 | +215 | 0.79% | Q4 2025 | Feb 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 27,035 | 1,360 | 0.1% | 0.11% | 321 | +329 | 1.23% | Q4 2025 | Jan 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 26,970 | 1,357 | 0.06% | 0.06% | 322 | -903 | -3.24% | Q4 2025 | Feb 17, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 26,694 | 1,343 | 0.24% | 0.24% | 323 | +1,960 | 7.92% | Q4 2025 | Feb 06, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 26,370 | 1,326 | 0.06% | 0.06% | 324 | +1,142 | 4.53% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 26,297 | 1,323 | 0.02% | 0.01% | 325 | +3,172 | 13.72% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 25,883 | 1,302 | 0.0% | 0.0% | 326 | +4,075 | 18.69% | Q4 2025 | Feb 17, 2026 |
| Investment Advisory Services Group LLC | History | New | 25,640 | 1,290 | 1.15% | — | 327 | +25,640 | New | Q4 2025 | Feb 04, 2026 |
| Quartz Partners, LLC | History | Added to | 25,600 | 1,288 | 0.48% | 0.45% | 328 | +751 | 3.02% | Q4 2025 | Feb 13, 2026 |
| Banco Santander, S.A. | History | New | 25,365 | 1,276 | 0.01% | — | 329 | +25,365 | New | Q4 2025 | Feb 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 25,310 | 1,273 | 0.06% | 0.04% | 330 | +9,320 | 58.29% | Q4 2025 | Jan 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 24,981 | 1,256 | 0.0% | 0.0% | 331 | -998 | -3.84% | Q4 2025 | Feb 17, 2026 |
| Sovereign Financial Group, Inc. | History | New | 24,758 | 1,245 | 0.21% | — | 332 | +24,758 | New | Q4 2025 | Jan 07, 2026 |
| VestGen Advisors, LLC | History | Reduced | 24,334 | 1,224 | 0.05% | 0.13% | 333 | -55,071 | -69.35% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 24,130 | 1,214 | 0.0% | 0.0% | 334 | +5,396 | 28.8% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Added to | 24,024 | 1,208 | 0.36% | 0.35% | 335 | +1,294 | 5.69% | Q4 2025 | Jan 29, 2026 |
| North Forty Two & Co. | History | No change | 23,540 | 1,184 | 1.12% | 1.16% | 336 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cravens & Co Advisors, LLC | History | New | 23,358 | 1,176 | 0.77% | — | 337 | +23,358 | New | Q4 2025 | Feb 10, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | No change | 23,272 | 1,171 | 0.45% | 0.5% | 338 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Impact Capital Partners LLC | History | Reduced | 23,107 | 1,162 | 0.34% | 0.55% | 339 | -12,929 | -35.88% | Q4 2025 | Jan 07, 2026 |
| Friedenthal Financial | History | Added to | 22,906 | 1,152 | 0.59% | 0.58% | 340 | +630 | 2.83% | Q4 2025 | Jan 27, 2026 |
| Vericrest Private Wealth | History | New | 22,567 | 1,135 | 1.01% | — | 341 | +22,567 | New | Q4 2025 | Mar 12, 2026 |
| Segment Wealth Management, LLC | History | Added to | 22,120 | 1,113 | 0.06% | 0.07% | 342 | +160 | 0.73% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Added to | 22,103 | 1,112 | 0.0% | 0.0% | 343 | +1,973 | 9.8% | Q4 2025 | Feb 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 22,057 | 1,109 | 0.07% | 0.31% | 344 | -85,296 | -79.45% | Q4 2025 | Jan 20, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 21,801 | 1,097 | 0.47% | 0.39% | 345 | +3,793 | 21.06% | Q4 2025 | Jan 30, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 21,818 | 1,097 | 0.4% | 0.41% | 346 | +391 | 1.82% | Q4 2025 | Feb 04, 2026 |
| EP Wealth Advisors, LLC | History | New | 21,750 | 1,094 | 0.01% | — | 347 | +21,750 | New | Q4 2025 | Feb 18, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 21,635 | 1,088 | 0.06% | — | 348 | +21,635 | New | Q4 2025 | Feb 09, 2026 |
| CGN Advisors LLC | History | Reduced | 21,563 | 1,085 | 0.09% | 0.11% | 349 | -4,377 | -16.87% | Q4 2025 | Jan 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 21,221 | 1,068 | 0.03% | 0.03% | 350 | +5,682 | 36.57% | Q4 2025 | Feb 12, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Reduced | 21,159 | 1,065 | 0.73% | 0.94% | 351 | -30,968 | -59.41% | Q4 2025 | Feb 17, 2026 |
| ASL Financial, LLC | History | New | 20,580 | 1,035 | 0.81% | — | 352 | +20,580 | New | Q4 2025 | Jan 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 20,522 | 1,032 | 0.03% | 0.02% | 353 | -1,994 | -8.86% | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 20,321 | 1,022 | 0.34% | 0.27% | 354 | +4,719 | 30.25% | Q4 2025 | Jan 23, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 20,257 | 1,019 | 0.01% | 0.01% | 355 | +9,637 | 90.74% | Q4 2025 | Feb 10, 2026 |
| Bank of Marin | History | Reduced | 20,203 | 1,016 | 0.7% | 0.72% | 356 | -61 | -0.3% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | New | 20,175 | 1,015 | 0.01% | — | 357 | +20,175 | New | Q4 2025 | Feb 17, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 20,044 | 1,008 | 0.56% | 2.05% | 358 | -41,354 | -67.35% | Q4 2025 | Feb 13, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 20,029 | 1,007 | 0.32% | 4.51% | 359 | -252,177 | -92.64% | Q4 2025 | Jan 26, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 19,951 | 1,003 | 0.67% | 0.87% | 360 | -4,049 | -16.87% | Q4 2025 | Jan 07, 2026 |
| World Investment Advisors | History | Added to | 19,526 | 982 | 0.02% | 0.01% | 361 | +8,429 | 75.96% | Q4 2025 | Mar 12, 2026 |
| VICUS CAPITAL | History | Added to | 19,408 | 976 | 0.07% | 0.07% | 362 | +628 | 3.34% | Q4 2025 | Jan 22, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 19,310 | 971 | 0.2% | 0.21% | 363 | +248 | 1.3% | Q4 2025 | Jan 29, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 19,257 | 969 | 0.08% | — | 364 | +19,257 | New | Q4 2025 | Jan 28, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 19,022 | 957 | 0.06% | 0.06% | 365 | -147 | -0.77% | Q4 2025 | Jan 22, 2026 |
| Vise Technologies, Inc. | History | Added to | 18,781 | 945 | 0.02% | 0.02% | 366 | +6,974 | 59.07% | Q4 2025 | Feb 11, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 18,688 | 940 | 0.31% | 0.31% | 367 | +554 | 3.06% | Q4 2025 | Feb 11, 2026 |
| MKT Advisors LLC | History | Reduced | 18,671 | 939 | 0.32% | 0.43% | 368 | -4,492 | -19.39% | Q4 2025 | Jan 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 18,585 | 935 | 0.01% | 0.02% | 369 | -8,979 | -32.58% | Q4 2025 | Feb 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 18,517 | 931 | 0.02% | 0.02% | 370 | +5,490 | 42.14% | Q4 2025 | Feb 02, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 18,172 | 914 | 0.05% | 0.05% | 371 | +157 | 0.87% | Q4 2025 | Jan 15, 2026 |
| First PREMIER Bank | History | Reduced | 18,125 | 912 | 0.21% | 0.32% | 372 | -10,180 | -35.97% | Q4 2025 | Jan 23, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 18,000 | 905 | 0.07% | 0.07% | 373 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 17,867 | 899 | 0.3% | 0.27% | 374 | +136 | 0.77% | Q4 2025 | Jan 13, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 17,617 | 886 | 0.23% | 0.51% | 375 | -22,889 | -56.51% | Q4 2025 | Feb 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 17,493 | 880 | 0.14% | 0.17% | 376 | -1,463 | -7.72% | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Added to | 17,396 | 875 | 0.05% | 0.04% | 377 | +1,337 | 8.33% | Q4 2025 | Jan 30, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 17,364 | 873 | 0.54% | 0.55% | 378 | -374 | -2.11% | Q4 2025 | Jan 20, 2026 |
| Mosley Wealth Management | History | New | 17,154 | 863 | 0.39% | — | 380 | +17,154 | New | Q4 2025 | Feb 12, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 17,152 | 863 | 0.04% | 0.04% | 379 | -911 | -5.04% | Q4 2025 | Feb 10, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 16,953 | 853 | 0.05% | 0.06% | 381 | +4,995 | 41.77% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 16,655 | 838 | 0.0% | 0.01% | 382 | -4,056 | -19.58% | Q4 2025 | Jan 26, 2026 |
| Kovack Advisors, Inc. | History | New | 16,562 | 833 | 0.04% | — | 383 | +16,562 | New | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 16,468 | 828 | 0.09% | 0.09% | 384 | +159 | 0.97% | Q4 2025 | Jan 20, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 16,360 | 823 | 0.01% | 0.01% | 385 | -425 | -2.53% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | New | 16,309 | 820 | 0.01% | — | 386 | +16,309 | New | Q4 2025 | Jan 22, 2026 |
| CHOREO, LLC | History | Reduced | 16,279 | 818 | 0.01% | 0.01% | 387 | -6,555 | -28.71% | Q4 2025 | Jan 23, 2026 |
| Adalta Capital Management LLC | History | Reduced | 16,000 | 805 | 0.36% | 0.59% | 388 | -10,000 | -38.46% | Q4 2025 | Feb 17, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | New | 15,970 | 803 | 0.74% | — | 389 | +15,970 | New | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 15,636 | 786 | 0.0% | — | 390 | +15,636 | New | Q4 2025 | Feb 13, 2026 |
| GFS Advisors, LLC | History | No change | 15,240 | 766 | 0.09% | 0.1% | 391 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 15,018 | 755 | 0.02% | 0.02% | 392 | -42 | -0.28% | Q4 2025 | Jan 06, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 14,586 | 733 | 0.09% | 0.26% | 393 | -15,295 | -51.19% | Q4 2025 | Feb 13, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 14,413 | 725 | 0.32% | 0.4% | 395 | -1,658 | -10.32% | Q4 2025 | Jan 13, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 14,409 | 725 | 0.5% | 0.52% | 394 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 14,402 | 724 | 0.24% | 0.24% | 396 | +4 | 0.03% | Q4 2025 | Jan 22, 2026 |
| Core Wealth Partners LLC | History | Reduced | 13,960 | 702 | 0.32% | 0.41% | 397 | -3,644 | -20.7% | Q4 2025 | Feb 17, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 13,932 | 701 | 0.01% | 0.15% | 398 | -125,929 | -90.04% | Q4 2025 | Jan 26, 2026 |
| OneAscent Financial Services LLC | History | New | 13,859 | 697 | 0.06% | — | 399 | +13,859 | New | Q4 2025 | Feb 11, 2026 |
| Centennial Bank/AR/ | History | Added to | 13,824 | 695 | 0.28% | 0.23% | 400 | +1,966 | 16.58% | Q4 2025 | Feb 17, 2026 |
| Opus Financial Solutions LLC | History | New | 13,700 | 689 | 0.65% | — | 401 | +13,700 | New | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 13,366 | 672 | 0.02% | 0.02% | 402 | +88 | 0.66% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | Added to | 13,316 | 670 | 0.0% | 0.0% | 403 | +7,747 | 139.11% | Q4 2025 | Feb 17, 2026 |
| Trek Financial, LLC | History | Added to | 12,937 | 650 | 0.04% | 0.04% | 404 | +125 | 0.98% | Q4 2025 | Feb 04, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | New | 12,735 | 640 | 0.02% | — | 405 | +12,735 | New | Q4 2025 | Feb 12, 2026 |
| PeakShares LLC | History | New | 12,561 | 632 | 0.62% | — | 406 | +12,561 | New | Q4 2025 | Mar 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 12,366 | 622 | 0.0% | — | 407 | +12,366 | New | Q4 2025 | Feb 17, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 12,255 | 616 | 0.18% | 0.19% | 408 | +118 | 0.97% | Q4 2025 | Feb 04, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 12,019 | 604 | 0.1% | — | 409 | +12,019 | New | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 11,894 | 600 | 0.02% | 0.02% | 410 | -1,084 | -8.35% | Q4 2025 | Jan 27, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | New | 11,906 | 599 | 0.16% | — | 411 | +11,906 | New | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | No change | 11,807 | 594 | 0.03% | 0.04% | 412 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Summa Corp. | History | Added to | 11,450 | 576 | 0.25% | 0.14% | 413 | +5,050 | 78.91% | Q4 2025 | Jan 21, 2026 |
| GenWealth Group, Inc. | History | Added to | 11,265 | 567 | 0.1% | 0.08% | 414 | +2,442 | 27.68% | Q4 2025 | Jan 12, 2026 |
| Matrix Trust Co | History | Reduced | 11,062 | 557 | 0.09% | 0.1% | 415 | -1,573 | -12.45% | Q4 2025 | Jan 13, 2026 |
| Archer Investment Corp | History | Added to | 11,055 | 556 | 0.13% | 0.07% | 416 | +4,540 | 69.69% | Q4 2025 | Jan 30, 2026 |
| Tidal Investments LLC | History | New | 10,990 | 553 | 0.0% | — | 417 | +10,990 | New | Q4 2025 | Feb 13, 2026 |
| Weaver Consulting Group | History | Reduced | 11,001 | 553 | 0.14% | 0.14% | 418 | -308 | -2.72% | Q4 2025 | Feb 10, 2026 |
| NewSquare Capital LLC | History | Reduced | 10,886 | 547 | 0.05% | 0.05% | 419 | -3,596 | -24.83% | Q4 2025 | Feb 17, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 10,638 | 535 | 0.19% | 0.25% | 420 | -2,387 | -18.33% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Reduced | 10,596 | 533 | 0.16% | 0.17% | 421 | -926 | -8.04% | Q4 2025 | Feb 05, 2026 |
| TopTier Wealth Management, LLC | History | New | 10,554 | 531 | 0.36% | — | 422 | +10,554 | New | Q4 2025 | Feb 12, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 10,526 | 529 | 0.06% | 0.06% | 423 | +20 | 0.19% | Q4 2025 | Jan 08, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 10,383 | 522 | 0.03% | 0.04% | 424 | -3,854 | -27.07% | Q4 2025 | Feb 10, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 10,357 | 521 | 0.03% | 0.03% | 425 | -46 | -0.44% | Q4 2025 | Jan 30, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 10,327 | 519 | 0.1% | 0.11% | 426 | -1,452 | -12.33% | Q4 2025 | Feb 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 10,198 | 513 | 0.02% | 0.02% | 427 | +505 | 5.21% | Q4 2025 | Feb 12, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 10,079 | 507 | 0.18% | 0.19% | 428 | -684 | -6.36% | Q4 2025 | Jan 20, 2026 |
| Mutual Advisors, LLC | History | Reduced | 10,047 | 505 | 0.01% | 0.02% | 429 | -10,457 | -51.0% | Q4 2025 | Feb 02, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 10,000 | 503 | 0.04% | 0.05% | 430 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Roundview Capital LLC | History | No change | 9,900 | 498 | 0.03% | 0.03% | 431 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 9,864 | 497 | 0.11% | — | 432 | +9,864 | New | Q4 2025 | Feb 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 9,790 | 492 | 0.0% | 0.0% | 434 | -22,225 | -69.42% | Q4 2025 | Feb 17, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 9,790 | 492 | 0.02% | 0.03% | 433 | -2,146 | -17.98% | Q4 2025 | Feb 11, 2026 |
| Conservest Capital Advisors, Inc. | History | New | 9,520 | 479 | 0.04% | — | 435 | +9,520 | New | Q4 2025 | Feb 12, 2026 |
| G&S Capital LLC | History | Reduced | 9,500 | 478 | 0.17% | 0.25% | 436 | -3,842 | -28.8% | Q4 2025 | Jan 28, 2026 |
| EJMK Ventures LLC | History | New | 9,431 | 474 | 0.29% | — | 438 | +9,431 | New | Q4 2025 | Mar 03, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 9,429 | 474 | 0.27% | 0.29% | 437 | -520 | -5.23% | Q4 2025 | Jan 15, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 9,385 | 472 | 0.09% | 0.07% | 439 | +713 | 8.22% | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 9,365 | 471 | 0.0% | 0.0% | 440 | +1,984 | 26.88% | Q4 2025 | Jan 13, 2026 |
| Advisor Resource Council | History | New | 9,346 | 470 | 0.17% | — | 441 | +9,346 | New | Q4 2025 | Feb 10, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 9,208 | 463 | 0.05% | 0.06% | 442 | -427 | -4.43% | Q4 2025 | Jan 21, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 9,045 | 455 | 0.03% | 0.04% | 443 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 8,674 | 436 | 0.05% | 0.05% | 444 | -85 | -0.97% | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 8,567 | 431 | 0.01% | 0.01% | 445 | -3,755 | -30.47% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 8,415 | 423 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Independent Wealth Network Inc. | History | No change | 8,378 | 421 | 0.13% | 0.14% | 447 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 8,331 | 419 | 0.02% | 0.05% | 448 | -11,311 | -57.59% | Q4 2025 | Feb 13, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 8,337 | 419 | 0.22% | 0.24% | 449 | -216 | -2.53% | Q4 2025 | Feb 24, 2026 |
| CITIGROUP INC | History | Added to | 8,253 | 415 | 0.0% | 0.0% | 450 | +7,453 | 931.63% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 8,157 | 410 | 0.03% | — | 451 | +8,157 | New | Q4 2025 | Feb 03, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 7,980 | 401 | 0.13% | 0.14% | 452 | -524 | -6.16% | Q4 2025 | Jan 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 7,970 | 401 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Heck Capital Advisors, LLC | History | No change | 7,941 | 399 | 0.03% | 0.03% | 454 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 7,925 | 398 | 0.01% | 0.01% | 455 | -1,016 | -11.36% | Q4 2025 | Jan 09, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 7,895 | 397 | 0.14% | 0.15% | 456 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Vigilare Wealth Management | History | Reduced | 7,869 | 395 | 0.13% | 0.29% | 457 | -8,568 | -52.13% | Q4 2025 | Jan 07, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 7,859 | 395 | 0.19% | 0.18% | 458 | +479 | 6.49% | Q4 2025 | Feb 06, 2026 |
| Embree Financial Group | History | Reduced | 7,689 | 386 | 0.05% | 0.07% | 459 | -2,415 | -23.9% | Q4 2025 | Jan 14, 2026 |
| MRA Advisory Group | History | Added to | 7,527 | 378 | 0.16% | 0.13% | 461 | +1,590 | 26.78% | Q4 2025 | Jan 16, 2026 |
| Cascade Investment Advisors, Inc. | History | Reduced | 7,528 | 378 | 0.22% | 0.23% | 460 | -63 | -0.83% | Q4 2025 | Jan 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 7,474 | 376 | 0.1% | 0.12% | 462 | -228 | -2.96% | Q4 2025 | Feb 10, 2026 |
| MTM Investment Management, LLC | History | Reduced | 7,462 | 375 | 0.12% | 0.13% | 463 | -470 | -5.93% | Q4 2025 | Feb 09, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 7,346 | 369 | 0.02% | — | 464 | +7,346 | New | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,329 | 368 | 0.01% | 0.01% | 465 | +482 | 7.04% | Q4 2025 | Feb 09, 2026 |
| WealthPoint Financial, LLC | History | New | 7,177 | 361 | 0.31% | — | 466 | +7,177 | New | Q4 2025 | Feb 19, 2026 |
| ZEGA Investments, LLC | History | Reduced | 7,089 | 356 | 0.04% | 0.05% | 467 | -82 | -1.14% | Q4 2025 | Jan 27, 2026 |
| GM Advisory Group, LLC | History | Added to | 7,070 | 355 | 0.01% | 0.02% | 468 | +47 | 0.67% | Q4 2025 | Feb 13, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 6,982 | 351 | 0.36% | 0.32% | 469 | -495 | -6.62% | Q4 2025 | Jan 16, 2026 |
| EASTERN BANK | History | Added to | 6,860 | 345 | 0.01% | 0.0% | 470 | +1,630 | 31.17% | Q4 2025 | Jan 14, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 6,850 | 344 | 0.07% | 0.09% | 471 | -2,050 | -23.03% | Q4 2025 | Jan 07, 2026 |
| Sovran Advisors, LLC | History | Added to | 6,802 | 342 | 0.03% | 0.03% | 472 | +120 | 1.8% | Q4 2025 | Jan 20, 2026 |
| Spartan Planning & Wealth Management | History | Reduced | 6,561 | 330 | 0.24% | 0.42% | 473 | -4,260 | -39.37% | Q4 2025 | Jan 08, 2026 |
| Frontier Asset Management, LLC | History | Added to | 6,457 | 324 | 0.08% | 0.07% | 474 | +1,076 | 20.0% | Q4 2025 | Feb 04, 2026 |
| AlphaStar Capital Management, LLC | History | New | 6,376 | 320 | 0.02% | — | 475 | +6,376 | New | Q4 2025 | Feb 02, 2026 |
| Brookstone Capital Management | History | Added to | 6,118 | 307 | 0.0% | 0.0% | 476 | +83 | 1.38% | Q4 2025 | Jan 15, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 6,096 | 306 | 0.05% | 0.05% | 477 | -663 | -9.81% | Q4 2025 | Jan 27, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 6,000 | 301 | 0.19% | — | 479 | +6,000 | New | Q4 2025 | Feb 04, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 6,000 | 301 | 0.04% | 0.04% | 478 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 5,950 | 299 | 0.04% | 0.17% | 482 | -20,046 | -77.11% | Q4 2025 | Feb 18, 2026 |
| Wealthquest Corp | History | New | 5,960 | 299 | 0.02% | — | 480 | +5,960 | New | Q4 2025 | Feb 09, 2026 |
| Apella Capital, LLC | History | Added to | 5,955 | 299 | 0.01% | 0.01% | 481 | +1 | 0.02% | Q4 2025 | Jan 21, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 5,924 | 298 | 0.9% | — | 483 | +5,924 | New | Q4 2025 | Feb 06, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 5,898 | 296 | 0.04% | 0.05% | 484 | -65 | -1.09% | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | New | 5,858 | 294 | 0.01% | — | 485 | +5,858 | New | Q4 2025 | Feb 17, 2026 |
| Altus Wealth Group LLC | History | Reduced | 5,431 | 273 | 0.11% | 0.14% | 486 | -1,222 | -18.37% | Q4 2025 | Feb 13, 2026 |
| CacheTech Inc. | History | New | 5,310 | 267 | 0.05% | — | 487 | +5,310 | New | Q4 2025 | Feb 18, 2026 |
| VERITY Wealth Advisors | History | No change | 5,267 | 265 | 0.16% | 0.17% | 488 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Sigma Planning Corp | History | Reduced | 5,243 | 263 | 0.01% | 0.01% | 489 | -780 | -12.95% | Q4 2025 | Jan 30, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 5,168 | 260 | 0.03% | 0.03% | 490 | -490 | -8.66% | Q4 2025 | Feb 13, 2026 |
| Avestar Capital, LLC | History | Added to | 5,128 | 258 | 0.02% | 0.02% | 491 | +1 | 0.02% | Q4 2025 | Feb 10, 2026 |
| Golden State Equity Partners | History | New | 5,065 | 254 | 0.04% | — | 492 | +5,065 | New | Q4 2025 | Jan 29, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 5,015 | 252 | 0.02% | 0.02% | 493 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| L & S Advisors Inc | History | No change | 5,000 | 251 | 0.02% | 0.02% | 494 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Balefire, LLC | History | Reduced | 4,980 | 250 | 0.05% | 0.05% | 495 | -6 | -0.12% | Q4 2025 | Jan 12, 2026 |
| HB Wealth Management, LLC | History | New | 4,887 | 245 | 0.0% | — | 496 | +4,887 | New | Q4 2025 | Jan 28, 2026 |
| Keystone Financial Group | History | Added to | 4,861 | 244 | 0.02% | 0.02% | 497 | +47 | 0.98% | Q4 2025 | Feb 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 4,815 | 242 | 0.01% | 0.01% | 498 | +207 | 4.49% | Q4 2025 | Feb 03, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 4,773 | 240 | 0.17% | — | 500 | +4,773 | New | Q4 2025 | Jan 26, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 4,771 | 240 | 0.07% | 0.09% | 499 | -1,094 | -18.65% | Q4 2025 | Feb 09, 2026 |
| TD Waterhouse Canada Inc. | History | New | 4,754 | 239 | 0.0% | — | 501 | +4,754 | New | Q4 2025 | Jan 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 4,730 | 238 | 0.0% | 0.0% | 502 | -2,487 | -34.46% | Q4 2025 | Feb 03, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | New | 4,669 | 234 | 0.13% | — | 503 | +4,669 | New | Q4 2025 | Jan 28, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 4,634 | 233 | 0.03% | 0.04% | 504 | -17 | -0.37% | Q4 2025 | Jan 21, 2026 |
| Glassman Wealth Services | History | New | 4,477 | 225 | 0.03% | — | 505 | +4,477 | New | Q4 2025 | Jan 28, 2026 |
| Cypress Capital Group | History | New | 4,420 | 222 | 0.02% | — | 506 | +4,420 | New | Q4 2025 | Feb 11, 2026 |
| Kingdom Financial Group LLC. | History | New | 4,415 | 222 | 0.07% | — | 507 | +4,415 | New | Q4 2025 | Feb 06, 2026 |
| HFG Advisors, Inc. | History | New | 4,209 | 211 | 0.15% | — | 508 | +4,209 | New | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | Reduced | 4,158 | 209 | 0.0% | 0.0% | 509 | -140 | -3.26% | Q4 2025 | Feb 17, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 4,108 | 207 | 0.06% | 0.08% | 511 | -428 | -9.44% | Q4 2025 | Jan 27, 2026 |
| Brown Financial Advisory | History | No change | 4,127 | 207 | 0.1% | 0.11% | 510 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 4,023 | 202 | 0.0% | 0.0% | 512 | -900 | -18.28% | Q4 2025 | Jan 13, 2026 |
| Blue Trust, Inc. | History | No change | 3,802 | 191 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Johnson Financial Group, Inc. | History | No change | 3,580 | 180 | 0.01% | 0.01% | 514 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Main Management LLC | History | Added to | 3,223 | 162 | 0.01% | 0.01% | 515 | +319 | 10.98% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,115 | 156 | 0.01% | 0.0% | 516 | +2,020 | 184.47% | Q4 2025 | Feb 06, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 2,987 | 150 | 0.11% | — | 517 | +2,987 | New | Q4 2025 | Jan 28, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 2,937 | 147 | 0.07% | 0.07% | 518 | +12 | 0.41% | Q4 2025 | Feb 03, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 2,378 | 119 | 0.01% | — | 519 | +2,378 | New | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,124 | 106 | 0.0% | 0.0% | 520 | +180 | 9.26% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,105 | 105 | 0.0% | 0.0% | 521 | -6,142 | -74.48% | Q4 2025 | Jan 30, 2026 |
| SHP Wealth Management | History | New | 2,052 | 103 | 0.01% | — | 522 | +2,052 | New | Q4 2025 | Mar 04, 2026 |
| TCTC Holdings, LLC | History | No change | 1,732 | 87 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,700 | 85 | 0.0% | 0.0% | 524 | -142 | -7.71% | Q4 2025 | Jan 07, 2026 |
| EPG Wealth Management LLC | History | Added to | 1,674 | 84 | 0.02% | 0.02% | 525 | +16 | 0.97% | Q4 2025 | Jan 28, 2026 |
| FMR LLC | History | Reduced | 1,545 | 77 | 0.0% | 0.0% | 526 | -1,609 | -51.01% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | No change | 1,400 | 70 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CENTRAL TRUST Co | History | Reduced | 1,291 | 64 | 0.0% | 0.0% | 528 | -1,684 | -56.61% | Q4 2025 | Feb 02, 2026 |
| CX Institutional | History | New | 1,250 | 63 | 0.0% | — | 530 | +1,250 | New | Q4 2025 | Feb 02, 2026 |
| FIRST HORIZON CORP | History | No change | 1,253 | 63 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,253 | 63 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,200 | 60 | 0.0% | 0.01% | 532 | -497 | -29.29% | Q4 2025 | Feb 13, 2026 |
| Bank of Jackson Hole Trust | History | No change | 1,198 | 60 | 0.03% | 0.03% | 533 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,032 | 51 | 0.01% | 0.0% | 534 | +961 | 1353.52% | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | New | 1,000 | 50 | 0.0% | — | 535 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 695 | 34 | 0.02% | 0.02% | 536 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 595 | 29 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Luminist Capital LLC | History | Reduced | 565 | 28 | 0.03% | 0.32% | 538 | -6,707 | -92.23% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 658 | 27 | 0.0% | 0.07% | 539 | -11,616 | -94.64% | Q4 2025 | Jan 21, 2026 |
| Chung Wu Investment Group, LLC | History | Reduced | 500 | 25 | 0.02% | 0.06% | 540 | -1,000 | -66.67% | Q4 2025 | Feb 02, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 446 | 22 | 0.01% | 0.01% | 541 | -472 | -51.42% | Q4 2025 | Feb 11, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 455 | 22 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Reduced | 436 | 21 | 0.03% | 0.04% | 543 | -99 | -18.5% | Q4 2025 | Feb 06, 2026 |
| Transce3nd, LLC | History | Added to | 391 | 19 | 0.15% | 0.13% | 544 | +84 | 27.36% | Q4 2025 | Feb 06, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 318 | 16 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 300 | 15 | 0.0% | 0.0% | 546 | -882 | -74.62% | Q4 2025 | Jan 29, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 300 | 15 | 0.01% | 0.01% | 547 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 306 | 15 | 0.01% | 0.01% | 548 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 282 | 14 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Catherine Avery Investment Management LLC | History | Added to | 259 | 13 | 0.01% | 0.01% | 550 | +3 | 1.17% | Q4 2025 | Jan 05, 2026 |
| Covestor Ltd | History | Added to | 234 | 12 | 0.01% | 0.01% | 551 | +3 | 1.3% | Q4 2025 | Feb 06, 2026 |
| Tidemark, LLC | History | Added to | 248 | 12 | 0.0% | 0.0% | 552 | +1 | 0.4% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 229 | 11 | 0.0% | 0.0% | 554 | -4,900 | -95.54% | Q4 2025 | Jan 20, 2026 |
| CIBC Private Wealth Group LLC | History | New | 228 | 11 | 0.0% | — | 553 | +228 | New | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 225 | 11 | 0.0% | — | 555 | +225 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 211 | 10 | 0.0% | 0.01% | 556 | -286 | -57.55% | Q4 2025 | Jan 22, 2026 |
| TSFG, LLC | History | Added to | 199 | 10 | 0.0% | 0.0% | 557 | +2 | 1.02% | Q4 2025 | Feb 04, 2026 |
| Avion Wealth | History | New | 167 | 8 | 0.0% | — | 558 | +167 | New | Q4 2025 | Jan 23, 2026 |
| Darwin Wealth Management, LLC | History | New | 135 | 6 | 0.0% | — | 561 | +135 | New | Q4 2025 | Jan 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 135 | 6 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 133 | 6 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CVA Family Office, LLC | History | No change | 125 | 6 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Bernard Wealth Management Corp. | History | No change | 134 | 6 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 113 | 5 | 0.0% | 3.55% | 565 | -262,144 | -99.96% | Q4 2025 | Jan 15, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 119 | 5 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 90 | 4 | 0.0% | 0.01% | 567 | -502 | -84.8% | Q4 2025 | Jan 02, 2026 |
| Triumph Capital Management | History | New | 85 | 4 | 0.0% | — | 566 | +85 | New | Q4 2025 | Feb 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 99 | 4 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IMA Advisory Services, Inc. | History | New | 68 | 3 | 0.0% | — | 569 | +68 | New | Q4 2025 | Feb 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 69 | 3 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 56 | 2 | 0.0% | — | 572 | +56 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Roble, Belko & Company, Inc | History | No change | 20 | 1 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Kilter Group LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 2.46% | — | -343,859 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Fiera Capital Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -207,882 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 7.56% | — | -206,829 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -170,956 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -130,656 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -73,471 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,352 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 2.41% | — | -49,558 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Premier Path Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -46,215 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 1.53% | — | -39,082 | -100.0% | Q3 2025 | Oct 28, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.21% | — | -27,224 | -100.0% | Q3 2025 | Feb 05, 2026 |
| Virtue Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -24,788 | -100.0% | Q3 2025 | Feb 18, 2026 |
| J HAGAN CAPITAL, INC. | History | Closed out | 0 | 0 | — | 0.61% | — | -20,041 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Portfolio Design Labs, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -17,581 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.1% | — | -16,235 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,226 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALESCO ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,404 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,179 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.58% | — | -11,622 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Symphony Financial, Ltd. Co. | History | Closed out | 0 | 0 | — | 0.07% | — | -10,963 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Blueprint Investment Partners LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,821 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,177 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DSG Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,487 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -7,933 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PSI Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,847 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,227 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Chokshi & Queen Wealth Advisors, Inc | History | Closed out | 0 | 0 | — | 0.15% | — | -5,677 | -100.0% | Q3 2025 | Oct 23, 2025 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -5,542 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Prostatis Group LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,287 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Trademark Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,236 | -100.0% | Q3 2025 | Oct 17, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,800 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Wealth Management Nebraska | History | Closed out | 0 | 0 | — | 0.03% | — | -4,662 | -100.0% | Q3 2025 | Nov 03, 2025 |
| COMMERCE BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -4,657 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRUDENTIAL PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,989 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -3,982 | -100.0% | Q3 2025 | Oct 09, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,750 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,684 | -100.0% | Q3 2025 | Oct 10, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,451 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -738 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -717 | -100.0% | Q3 2025 | Oct 14, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -602 | -100.0% | Q3 2025 | Nov 07, 2025 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -425 | -100.0% | Q3 2025 | Oct 21, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Nov 07, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Rossby Financial, LCC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MCF Advisors LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |