Vanguard Charlotte Funds - BNDX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 275,788,372 | 13,326,094 | 0.84% | 0.75% | 1 | +23,417,119 | 9.28% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 141,424,646 | 6,833,638 | 0.5% | 0.46% | 2 | +4,469,854 | 3.26% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 85,042,456 | 4,109,250 | 0.06% | 0.06% | 3 | +10,265,316 | 13.73% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 47,193,352 | 2,280,382 | 0.68% | 0.64% | 4 | +2,360,591 | 5.27% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 34,728,517 | 1,678,081 | 2.56% | 2.57% | 5 | +3,539,561 | 11.35% | Q4 2025 | Feb 18, 2026 |
| Betterment LLC | History | Added to | 19,558,275 | 945,056 | 1.8% | 1.79% | 6 | +1,197,101 | 6.52% | Q4 2025 | Feb 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 11,529,445 | 557,101 | 0.55% | 0.58% | 7 | +613,014 | 5.62% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 11,310,004 | 546,499 | 0.15% | 0.16% | 8 | +407,906 | 3.74% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 10,216,629 | 493,667 | 1.73% | 1.78% | 9 | +441,475 | 4.52% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Added to | 9,606,480 | 464,185 | 2.64% | 2.3% | 10 | +1,931,701 | 25.17% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,771,600 | 423,843 | 0.07% | — | 11 | +8,771,600 | New | Q4 2025 | Feb 17, 2026 |
| Empower Advisory Group, LLC | History | Added to | 8,168,332 | 394,693 | 1.07% | 1.06% | 12 | +466,962 | 6.06% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Added to | 6,216,190 | 300,366 | 0.61% | 0.63% | 13 | +279,433 | 4.71% | Q4 2025 | Jan 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 5,443,006 | 263,006 | 0.08% | 0.08% | 14 | +627,484 | 13.03% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 5,341,499 | 258,101 | 0.28% | 0.29% | 15 | +336,551 | 6.72% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 5,053,978 | 244,208 | 0.01% | 0.01% | 16 | +787,992 | 18.47% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 4,839,270 | 233,833 | 0.04% | 0.04% | 17 | +248,344 | 5.41% | Q4 2025 | Feb 10, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 4,628,933 | 223,670 | 6.54% | 6.2% | 18 | +234,871 | 5.35% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Added to | 3,410,407 | 165,074 | 0.86% | 0.91% | 19 | +548,158 | 19.15% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,715,103 | 131,194 | 0.35% | 0.36% | 20 | +38,043 | 1.42% | Q4 2025 | Feb 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 2,464,692 | 119,093 | 0.29% | 0.28% | 21 | +116,572 | 4.96% | Q4 2025 | Feb 11, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 2,351,481 | 113,623 | 7.84% | 7.8% | 22 | +153,153 | 6.97% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,308,892 | 111,565 | 0.78% | 0.28% | 23 | +1,637,934 | 244.12% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,281,729 | 110,223 | 0.02% | 0.03% | 24 | -349,949 | -13.3% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,817,515 | 87,822 | 0.2% | 0.21% | 25 | +60,374 | 3.44% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,784,550 | 86,229 | 0.21% | 0.21% | 26 | +180,001 | 11.22% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,754,862 | 84,794 | 0.24% | 0.27% | 27 | -8,265 | -0.47% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,466,379 | 70,883 | 0.1% | 0.12% | 28 | -298,890 | -16.93% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,460,550 | 70,573 | 0.01% | 0.01% | 29 | +253,473 | 21.0% | Q4 2025 | Feb 13, 2026 |
| Hardy Reed LLC | History | Added to | 1,391,168 | 67,221 | 4.79% | 4.73% | 30 | +92,861 | 7.15% | Q4 2025 | Feb 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,382,452 | 66,800 | 0.09% | 0.06% | 31 | +515,159 | 59.4% | Q4 2025 | Feb 02, 2026 |
| Symmetry Partners, LLC | History | Added to | 1,363,267 | 65,873 | 3.9% | 6.88% | 32 | +86,421 | 6.77% | Q4 2025 | Jan 27, 2026 |
| CX Institutional | History | Added to | 1,349,746 | 65,220 | 1.95% | 1.98% | 33 | +34,270 | 2.61% | Q4 2025 | Feb 02, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 1,345,411 | 65,023 | 4.93% | 4.96% | 34 | -21,396 | -1.57% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,281,859 | 61,939 | 0.75% | 0.77% | 35 | +38,866 | 3.13% | Q4 2025 | Jan 21, 2026 |
| P/E Global LLC | History | Reduced | 1,274,817 | 61,599 | 4.44% | 15.67% | 36 | -309,577 | -19.54% | Q4 2025 | Jan 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,176,819 | 56,863 | 0.02% | 0.02% | 37 | +44,557 | 3.94% | Q4 2025 | Feb 18, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,167,409 | 56,409 | 0.83% | 0.75% | 38 | +166,385 | 16.62% | Q4 2025 | Feb 09, 2026 |
| Partners in Financial Planning | History | Added to | 1,163,482 | 56,219 | 9.52% | 9.2% | 39 | +87,137 | 8.1% | Q4 2025 | Feb 02, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 1,143,541 | 55,255 | 10.05% | 0.86% | 40 | +57,619 | 5.31% | Q4 2025 | Mar 04, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 1,107,654 | 53,521 | 2.85% | 2.87% | 41 | +38,773 | 3.63% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,089,671 | 52,652 | 0.52% | 0.57% | 42 | -30,363 | -2.71% | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | Reduced | 1,083,328 | 52,346 | 1.03% | 1.33% | 43 | -110,996 | -9.29% | Q4 2025 | Jan 21, 2026 |
| COUNTRY TRUST BANK | History | Added to | 1,078,391 | 52,107 | 0.94% | 1.15% | 44 | +16,464 | 1.55% | Q4 2025 | Jan 21, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 1,071,991 | 51,798 | 1.26% | 1.23% | 45 | +54,503 | 5.36% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,063,648 | 51,395 | 0.69% | 0.92% | 46 | +85,011 | 8.69% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 1,023,249 | 49,443 | 0.06% | 0.06% | 47 | +14,298 | 1.42% | Q4 2025 | Jan 30, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 1,014,102 | 49,001 | 0.39% | 0.42% | 48 | -42,629 | -4.03% | Q4 2025 | Feb 03, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 995,929 | 48,123 | 3.88% | 3.93% | 49 | +38,906 | 4.07% | Q4 2025 | Jan 21, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 960,909 | 46,431 | 7.24% | 8.55% | 50 | +19,446 | 2.07% | Q4 2025 | Feb 03, 2026 |
| Burton Enright Welch | History | Added to | 954,414 | 46,117 | 6.49% | 6.31% | 51 | +108,772 | 12.86% | Q4 2025 | Feb 13, 2026 |
| PDS Planning, Inc | History | Added to | 951,867 | 45,994 | 3.07% | 3.18% | 52 | +23,363 | 2.52% | Q4 2025 | Jan 26, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 881,986 | 42,617 | 0.01% | 0.01% | 53 | -39,661 | -4.3% | Q4 2025 | Feb 11, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Added to | 871,392 | 42,105 | 6.4% | 6.4% | 54 | +42,058 | 5.07% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 867,132 | 41,899 | 0.06% | 0.05% | 55 | +25,793 | 3.07% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 862,120 | 41,657 | 0.03% | 0.02% | 56 | +243,129 | 39.28% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 846,935 | 40,925 | 0.06% | 0.03% | 57 | +528,426 | 165.91% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 829,587 | 40,086 | 0.11% | 0.06% | 58 | +410,220 | 97.82% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Added to | 817,876 | 39,519 | 0.02% | 0.02% | 59 | +72,609 | 9.74% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 810,350 | 38,698 | 0.05% | 0.06% | 60 | +96,700 | 13.55% | Q4 2025 | Mar 09, 2026 |
| NewEdge Advisors, LLC | History | Added to | 796,620 | 38,492 | 0.14% | 0.16% | 61 | +93,190 | 13.25% | Q4 2025 | Feb 18, 2026 |
| Clark Asset Management, LLC | History | Added to | 780,698 | 37,723 | 3.92% | 3.88% | 62 | +106,252 | 15.75% | Q4 2025 | Jan 27, 2026 |
| Kestra Investment Management, LLC | History | Added to | 771,355 | 37,271 | 0.91% | 0.01% | 63 | +761,897 | 8055.58% | Q4 2025 | Feb 09, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 766,885 | 37,055 | 0.48% | 0.51% | 64 | +8,502 | 1.12% | Q4 2025 | Feb 09, 2026 |
| Rinkey Investments | History | Added to | 748,803 | 36,182 | 9.19% | 4.08% | 65 | +437,970 | 140.9% | Q4 2025 | Feb 04, 2026 |
| 1832 Asset Management L.P. | History | Added to | 747,646 | 36,126 | 0.03% | 0.03% | 66 | +15,533 | 2.12% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 733,541 | 35,444 | 0.03% | 0.03% | 67 | +86,005 | 13.28% | Q4 2025 | Feb 13, 2026 |
| Efficient Advisors, LLC | History | Added to | 724,128 | 34,989 | 2.04% | 1.98% | 68 | +14,623 | 2.06% | Q4 2025 | Jan 21, 2026 |
| Horizon Investments, LLC | History | Added to | 711,021 | 34,356 | 0.44% | 0.45% | 69 | +12,068 | 1.73% | Q4 2025 | Feb 02, 2026 |
| Valmark Advisers, Inc. | History | Added to | 708,032 | 34,212 | 0.42% | 0.44% | 70 | +23,063 | 3.37% | Q4 2025 | Jan 26, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 688,361 | 33,261 | 0.0% | 0.0% | 71 | -24,275 | -3.41% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 671,409 | 32,442 | 0.24% | 0.24% | 72 | +39,762 | 6.29% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 666,606 | 32,210 | 0.01% | 0.01% | 73 | -57,006 | -7.88% | Q4 2025 | Jan 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 644,205 | 31,127 | 2.01% | 2.09% | 74 | +4,948 | 0.77% | Q4 2025 | Jan 26, 2026 |
| Human Investing LLC | History | Added to | 632,627 | 30,568 | 4.32% | 4.42% | 75 | +27,542 | 4.55% | Q4 2025 | Jan 27, 2026 |
| Wedmont Private Capital | History | Added to | 625,652 | 30,362 | 1.05% | 1.03% | 76 | +66,357 | 11.86% | Q4 2025 | Jan 08, 2026 |
| Marotta Asset Management | History | Added to | 600,474 | 29,014 | 5.37% | 5.46% | 77 | +13,480 | 2.3% | Q4 2025 | Jan 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 28,604,388 | 28,745 | 0.52% | 0.56% | 78 | +634 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 576,823 | 27,872 | 3.55% | 3.58% | 79 | +23,171 | 4.19% | Q4 2025 | Feb 13, 2026 |
| MilWealth Group LLC | History | Added to | 574,479 | 27,758 | 6.61% | 6.67% | 80 | +21,071 | 3.81% | Q4 2025 | Feb 02, 2026 |
| Morningstar Investment Management LLC | History | Added to | 572,634 | 27,670 | 1.63% | 0.95% | 81 | +49,727 | 9.51% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 564,589 | 27,280 | 0.02% | 0.01% | 82 | +127,748 | 29.24% | Q4 2025 | Feb 17, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Reduced | 408,330 | 27,004 | 15.35% | 11.56% | 83 | -101,186 | -19.86% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 551,265 | 26,637 | 0.11% | 0.09% | 84 | +139,836 | 33.99% | Q4 2025 | Feb 13, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 538,947 | 26,160 | 8.75% | 8.78% | 85 | +27,506 | 5.38% | Q4 2025 | Jan 26, 2026 |
| Vise Technologies, Inc. | History | Added to | 535,399 | 25,870 | 0.51% | 0.79% | 86 | +107,586 | 25.15% | Q4 2025 | Feb 11, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 534,839 | 25,843 | 4.79% | 6.03% | 87 | +72,345 | 15.64% | Q4 2025 | Jan 26, 2026 |
| Avion Wealth | History | Reduced | 534,390 | 25,821 | 5.42% | 7.05% | 88 | -130,214 | -19.59% | Q4 2025 | Jan 23, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 502,687 | 24,289 | 10.98% | 11.02% | 89 | +10,267 | 2.09% | Q4 2025 | Feb 03, 2026 |
| Brooklyn Investment Group | History | Added to | 487,209 | 23,566 | 1.09% | 0.74% | 90 | +375,939 | 337.86% | Q4 2025 | Feb 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 485,346 | 23,451 | 0.73% | 0.71% | 91 | +42,319 | 9.55% | Q4 2025 | Jan 06, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 470,587 | 22,738 | 5.06% | 5.12% | 92 | +18,000 | 3.98% | Q4 2025 | Jan 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 458,913 | 22,174 | 1.33% | 1.09% | 93 | +77,150 | 20.21% | Q4 2025 | Jan 20, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 458,070 | 22,133 | 9.58% | 10.42% | 94 | -10,424 | -2.23% | Q4 2025 | Jan 23, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 455,930 | 22,030 | 6.11% | 6.21% | 95 | +70,849 | 18.4% | Q4 2025 | Jan 26, 2026 |
| Atria Investments, Inc | History | Added to | 449,707 | 21,729 | 0.25% | 0.24% | 96 | +31,616 | 7.56% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 449,157 | 21,703 | 0.12% | 0.04% | 97 | +316,744 | 239.21% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 440,125 | 21,292 | 0.04% | 0.04% | 98 | +32,394 | 7.94% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 440,114 | 21,266 | 0.43% | 0.24% | 99 | +225,726 | 105.29% | Q4 2025 | Feb 09, 2026 |
| Flagstone Financial Management | History | Added to | 438,274 | 21,177 | 5.43% | 5.5% | 100 | +17,021 | 4.04% | Q4 2025 | Feb 09, 2026 |
| GeoWealth Management, LLC | History | Reduced | 429,493 | 20,752 | 0.76% | 0.8% | 101 | -14,446 | -3.25% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 415,777 | 20,090 | 0.22% | 0.19% | 102 | +158,304 | 61.48% | Q4 2025 | Jan 23, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 413,182 | 19,964 | 3.94% | 4.08% | 103 | +1,722 | 0.42% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Added to | 409,358 | 19,780 | 0.01% | 0.01% | 104 | +108,419 | 36.03% | Q4 2025 | Feb 17, 2026 |
| Yeomans Consulting Group, Inc. | History | New | 407,361 | 19,683 | 5.77% | — | 105 | +407,361 | New | Q4 2025 | Jan 07, 2026 |
| Ascent Group, LLC | History | Added to | 406,105 | 19,622 | 0.67% | 0.71% | 106 | +31 | 0.01% | Q4 2025 | Jan 20, 2026 |
| FIL Ltd | History | Added to | 405,095 | 19,574 | 0.01% | 0.02% | 107 | +11,421 | 2.9% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 395,960 | 19,180 | 0.03% | 0.03% | 108 | +5,804 | 1.49% | Q4 2025 | Jan 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 392,419 | 18,961 | 0.7% | 0.74% | 109 | +16,255 | 4.32% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 389,742 | 18,832 | 0.01% | 0.01% | 110 | -7,700 | -1.94% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Reduced | 389,462 | 18,818 | 0.02% | 0.03% | 111 | -8,943 | -2.24% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 378,950 | 18,310 | 0.0% | 0.0% | 112 | -15,600 | -3.95% | Q4 2025 | Feb 13, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 359,078 | 17,350 | 2.25% | 2.15% | 113 | +33,073 | 10.14% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 358,606 | 17,327 | 0.09% | — | 114 | +358,606 | New | Q4 2025 | Feb 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 354,278 | 17,119 | 0.15% | 0.14% | 115 | +1,571 | 0.45% | Q4 2025 | Jan 05, 2026 |
| Parker Financial LLC | History | Added to | 344,302 | 16,623 | 6.74% | 6.78% | 116 | +9,839 | 2.94% | Q4 2025 | Feb 03, 2026 |
| Financial Architects, LLC | History | Added to | 343,006 | 16,574 | 8.91% | 8.95% | 117 | +24,811 | 7.8% | Q4 2025 | Jan 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 338,735 | 16,367 | 0.02% | 0.01% | 118 | +104,598 | 44.67% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 331,271 | 16,007 | 0.0% | 0.0% | 119 | +299,871 | 955.0% | Q4 2025 | Feb 17, 2026 |
| Summit Wealth Group, LLC | History | Added to | 328,459 | 15,871 | 3.71% | 3.75% | 120 | +14,700 | 4.69% | Q4 2025 | Feb 06, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 327,072 | 15,804 | 4.28% | 3.92% | 121 | +17,995 | 5.82% | Q4 2025 | Jan 06, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 324,068 | 15,658 | 6.6% | 6.48% | 122 | +27,548 | 9.29% | Q4 2025 | Feb 02, 2026 |
| Prospera Capital Management, LLC | History | Reduced | 316,791 | 15,307 | 7.72% | 7.64% | 123 | -3,261 | -1.02% | Q4 2025 | Jan 20, 2026 |
| Refined Wealth Management | History | Reduced | 313,035 | 15,125 | 10.18% | 9.96% | 124 | -468 | -0.15% | Q4 2025 | Jan 15, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 311,830 | 15,067 | 6.3% | 7.33% | 125 | -1,550 | -0.49% | Q4 2025 | Feb 03, 2026 |
| Cambridge Advisors Inc. | History | Added to | 289,978 | 14,011 | 2.67% | 2.57% | 126 | +23,632 | 8.87% | Q4 2025 | Jan 21, 2026 |
| ADE, LLC | History | Added to | 289,220 | 13,975 | 6.77% | 7.21% | 127 | +834 | 0.29% | Q4 2025 | Feb 10, 2026 |
| Net Worth Advisory Group | History | Added to | 284,086 | 13,727 | 2.78% | 3.49% | 128 | +40,061 | 16.42% | Q4 2025 | Jan 14, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 283,807 | 13,713 | 0.41% | 0.41% | 129 | +16,743 | 6.27% | Q4 2025 | Jan 16, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 282,961 | 13,672 | 7.92% | 8.19% | 130 | +11,169 | 4.11% | Q4 2025 | Jan 21, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 282,603 | 13,655 | 3.57% | 3.82% | 131 | -2,911 | -1.02% | Q4 2025 | Feb 02, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 281,529 | 13,603 | 0.24% | 0.25% | 132 | +31,322 | 12.52% | Q4 2025 | Jan 16, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 276,910 | 13,380 | 0.3% | 0.65% | 133 | -278,200 | -50.12% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 276,316 | 13,351 | 0.81% | 0.84% | 134 | +8,954 | 3.35% | Q4 2025 | Feb 18, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 275,998 | 13,336 | 0.85% | 0.83% | 135 | +19,860 | 7.75% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 273,307 | 13,206 | 0.02% | 0.02% | 136 | +110,505 | 67.88% | Q4 2025 | Mar 16, 2026 |
| Silver Coast Investments LLC | History | Added to | 272,146 | 13,150 | 4.53% | 4.42% | 137 | +12,197 | 4.69% | Q4 2025 | Jan 27, 2026 |
| Greenspring Advisors, LLC | History | Added to | 268,293 | 12,963 | 0.8% | 0.31% | 138 | +232,285 | 645.09% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 268,158 | 12,957 | 0.01% | 0.01% | 139 | +42,785 | 18.98% | Q4 2025 | Feb 10, 2026 |
| Vawter Financial, Ltd. | History | Added to | 267,868 | 12,943 | 5.46% | 5.49% | 140 | +23,179 | 9.47% | Q4 2025 | Feb 02, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 265,187 | 12,813 | 0.01% | 0.01% | 141 | -12,598 | -4.54% | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Added to | 260,644 | 12,594 | 0.14% | 0.15% | 142 | +10,110 | 4.04% | Q4 2025 | Jan 15, 2026 |
| Brooklyn FI, LLC | History | Added to | 257,072 | 12,421 | 2.66% | 2.72% | 143 | +12,499 | 5.11% | Q4 2025 | Jan 21, 2026 |
| ALPS ADVISORS INC | History | Added to | 256,298 | 12,384 | 0.07% | 0.07% | 144 | +12,915 | 5.31% | Q4 2025 | Feb 12, 2026 |
| Livet Wealth, LLC | History | New | 256,071 | 12,373 | 7.62% | — | 145 | +256,071 | New | Q4 2025 | Feb 13, 2026 |
| BIP Wealth, LLC | History | Added to | 253,616 | 12,254 | 0.43% | 0.53% | 146 | +38,416 | 17.85% | Q4 2025 | Jan 21, 2026 |
| NWAM LLC | History | Added to | 250,578 | 12,129 | 0.68% | 0.61% | 147 | +23,401 | 10.3% | Q4 2025 | Feb 04, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 249,864 | 12,070 | 4.67% | 4.96% | 148 | +3,900 | 1.59% | Q4 2025 | Feb 03, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 249,282 | 12,045 | 0.2% | — | 149 | +249,282 | New | Q4 2025 | Feb 13, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 246,309 | 11,901 | 3.12% | 2.93% | 150 | +30,314 | 14.03% | Q4 2025 | Feb 06, 2026 |
| Addison Advisors LLC | History | Added to | 246,253 | 11,898 | 2.67% | 2.56% | 151 | +22,986 | 10.3% | Q4 2025 | Feb 06, 2026 |
| VestGen Advisors, LLC | History | Added to | 245,350 | 11,855 | 0.5% | 0.17% | 152 | +139,274 | 131.3% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 242,938 | 11,738 | 0.19% | 0.11% | 153 | +129,228 | 113.65% | Q4 2025 | Mar 12, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 241,950 | 11,691 | 1.82% | 2.38% | 154 | -60,649 | -20.04% | Q4 2025 | Jan 23, 2026 |
| AE Wealth Management LLC | History | Added to | 239,678 | 11,581 | 0.07% | 0.07% | 155 | +24,415 | 11.34% | Q4 2025 | Jan 26, 2026 |
| Breakwater Investment Management | History | Reduced | 238,694 | 11,533 | 4.17% | 4.39% | 156 | -2,207 | -0.92% | Q4 2025 | Feb 02, 2026 |
| BFSG, LLC | History | Added to | 238,639 | 11,531 | 1.12% | 1.06% | 157 | +16,650 | 7.5% | Q4 2025 | Jan 22, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 234,773 | 11,344 | 5.65% | 5.57% | 158 | +9,258 | 4.11% | Q4 2025 | Jan 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 232,126 | 11,216 | 0.0% | 0.0% | 159 | +75,080 | 47.81% | Q4 2025 | Mar 25, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 227,821 | 11,008 | 1.9% | 2.0% | 160 | +11,950 | 5.54% | Q4 2025 | Jan 07, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 226,976 | 10,967 | 9.13% | 9.23% | 161 | +12,131 | 5.65% | Q4 2025 | Feb 03, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 226,399 | 10,939 | 2.98% | 2.73% | 162 | +34,372 | 17.9% | Q4 2025 | Jan 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 223,157 | 10,782 | 0.23% | 0.24% | 163 | +7,837 | 3.64% | Q4 2025 | Feb 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 221,831 | 10,718 | 0.12% | 0.14% | 164 | +55,335 | 33.24% | Q4 2025 | Jan 29, 2026 |
| Stokes Family Office, LLC | History | Added to | 218,090 | 10,538 | 0.96% | 0.92% | 165 | +21,218 | 10.78% | Q4 2025 | Feb 18, 2026 |
| Aspire Private Capital, LLC | History | Added to | 213,537 | 10,318 | 2.3% | 2.23% | 166 | +8,691 | 4.24% | Q4 2025 | Jan 16, 2026 |
| COMERICA BANK | History | Reduced | 213,142 | 10,298 | 0.04% | 0.04% | 167 | -5,426 | -2.48% | Q4 2025 | Jan 29, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 212,170 | 10,252 | 0.97% | 1.13% | 168 | +35,601 | 20.16% | Q4 2025 | Jan 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 210,492 | 10,170 | 0.21% | 0.15% | 169 | +81,195 | 62.8% | Q4 2025 | Feb 03, 2026 |
| Trust Co | History | Reduced | 207,773 | 10,039 | 0.94% | 1.07% | 170 | -3,145 | -1.49% | Q4 2025 | Jan 15, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 203,884 | 9,851 | 1.44% | 1.54% | 171 | +20,031 | 10.9% | Q4 2025 | Feb 04, 2026 |
| FC Advisory LLC | History | Added to | 203,643 | 9,840 | 2.83% | 2.84% | 172 | +7,083 | 3.6% | Q4 2025 | Jan 13, 2026 |
| XY Planning Network, Inc. | History | Added to | 203,212 | 9,819 | 1.71% | 1.08% | 173 | +138,848 | 215.72% | Q4 2025 | Jan 26, 2026 |
| Values Added Financial LLC | History | New | 198,234 | 9,578 | 4.04% | — | 174 | +198,234 | New | Q4 2025 | Jan 16, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 197,989 | 9,567 | 0.01% | 0.01% | 175 | +26,672 | 15.57% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 197,322 | 9,534 | 0.16% | 0.13% | 176 | +46,493 | 30.82% | Q4 2025 | Feb 17, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 196,252 | 9,482 | 3.98% | 3.85% | 177 | +26,698 | 15.75% | Q4 2025 | Jan 26, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 194,912 | 9,418 | 2.58% | 2.88% | 178 | -6,589 | -3.27% | Q4 2025 | Jan 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 194,553 | 9,400 | 0.04% | 0.02% | 179 | +100,176 | 106.14% | Q4 2025 | Feb 17, 2026 |
| Goldstein Advisors, LLC | History | Added to | 194,318 | 9,389 | 1.07% | 1.13% | 180 | +6,300 | 3.35% | Q4 2025 | Feb 10, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 194,110 | 9,379 | 4.26% | 4.28% | 181 | +8,703 | 4.69% | Q4 2025 | Feb 11, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 192,768 | 9,314 | 2.12% | 2.17% | 182 | +18,256 | 10.46% | Q4 2025 | Jan 21, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 191,910 | 9,273 | 4.53% | 4.39% | 184 | +11,965 | 6.65% | Q4 2025 | Feb 09, 2026 |
| McLean Asset Management Corp | History | Added to | 190,765 | 9,273 | 1.66% | 1.89% | 183 | +4,894 | 2.63% | Q4 2025 | Jan 16, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 191,282 | 9,242 | 1.5% | 1.47% | 185 | +13,360 | 7.51% | Q4 2025 | Jan 07, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 188,807 | 9,123 | 0.79% | 0.83% | 186 | +1,377 | 0.73% | Q4 2025 | Feb 17, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 188,173 | 9,092 | 1.74% | 1.68% | 187 | +27,554 | 17.15% | Q4 2025 | Jan 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 187,596 | 9,064 | 0.14% | 0.13% | 188 | +26,732 | 16.62% | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 186,935 | 9,032 | 0.75% | 0.83% | 189 | -14,284 | -7.1% | Q4 2025 | Feb 13, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 184,606 | 8,920 | 3.32% | 3.54% | 190 | +4,058 | 2.25% | Q4 2025 | Feb 03, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 183,263 | 8,855 | 3.7% | — | 191 | +183,263 | New | Q4 2025 | Feb 10, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 181,256 | 8,758 | 0.88% | 0.89% | 192 | +8,110 | 4.68% | Q4 2025 | Jan 27, 2026 |
| Compound Planning, Inc. | History | Added to | 181,000 | 8,745 | 0.26% | 0.27% | 193 | +10,152 | 5.94% | Q4 2025 | Feb 19, 2026 |
| Fairway Wealth LLC | History | Added to | 377,728 | 8,737 | 2.36% | 2.4% | 194 | +204,481 | 118.03% | Q4 2025 | Jan 28, 2026 |
| Level Financial Advisors | History | Added to | 180,161 | 8,705 | 2.3% | 2.19% | 195 | +23,349 | 14.89% | Q4 2025 | Jan 26, 2026 |
| AMG National Trust Bank | History | Added to | 178,499 | 8,625 | 0.2% | 0.17% | 196 | +37,695 | 26.77% | Q4 2025 | Jan 30, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 178,330 | 8,616 | 5.09% | 5.45% | 197 | +10,713 | 6.39% | Q4 2025 | Feb 02, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 178,074 | 8,604 | 5.28% | 5.07% | 198 | +12,503 | 7.55% | Q4 2025 | Feb 12, 2026 |
| Somnio Financial Group, LLC | History | Added to | 176,570 | 8,531 | 5.64% | 5.67% | 199 | +7,598 | 4.5% | Q4 2025 | Jan 08, 2026 |
| Hilltop Partners LLC | History | Added to | 175,673 | 8,488 | 2.19% | 2.44% | 200 | +10,212 | 6.17% | Q4 2025 | Feb 10, 2026 |
| rebel Financial LLC | History | New | 175,141 | 8,462 | 3.62% | — | 201 | +175,141 | New | Q4 2025 | Mar 27, 2026 |
| Forum Private Client Group LLC | History | Added to | 174,578 | 8,435 | 2.87% | 3.07% | 202 | +378 | 0.22% | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Added to | 174,392 | 8,412 | 0.23% | 0.23% | 203 | +9,760 | 5.93% | Q4 2025 | Jan 30, 2026 |
| Financial Planning Navigators CORP | History | New | 172,974 | 8,358 | 3.84% | — | 204 | +172,974 | New | Q4 2025 | Jan 16, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 171,509 | 8,287 | 1.14% | 1.16% | 205 | +4,495 | 2.69% | Q4 2025 | Feb 10, 2026 |
| LINCOLN CAPITAL CORP | History | New | 170,448 | 8,236 | 2.93% | — | 206 | +170,448 | New | Q4 2025 | Jan 23, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 169,951 | 8,212 | 1.67% | 1.99% | 207 | -15,791 | -8.5% | Q4 2025 | Jan 23, 2026 |
| STEPHENS INC /AR/ | History | Added to | 168,330 | 8,133 | 0.1% | 0.09% | 208 | +29,192 | 20.98% | Q4 2025 | Feb 05, 2026 |
| Security Financial Services, INC. | History | Added to | 164,195 | 7,933 | 1.25% | 1.26% | 209 | +6,431 | 4.08% | Q4 2025 | Jan 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 164,074 | 7,928 | 0.6% | 0.61% | 210 | +10,680 | 6.96% | Q4 2025 | Jan 09, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 164,039 | 7,926 | 3.45% | 3.57% | 211 | +6,491 | 4.12% | Q4 2025 | Feb 05, 2026 |
| GuidedMoney, LLC | History | New | 162,796 | 7,866 | 4.2% | — | 212 | +162,796 | New | Q4 2025 | Feb 23, 2026 |
| GTS SECURITIES LLC | History | New | 162,194 | 7,837 | 0.27% | — | 213 | +162,194 | New | Q4 2025 | Feb 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 156,974 | 7,585 | 0.99% | 0.88% | 214 | +21,233 | 15.64% | Q4 2025 | Feb 10, 2026 |
| RFG Advisory, LLC | History | Reduced | 155,126 | 7,495 | 0.14% | 0.19% | 215 | -28,630 | -15.58% | Q4 2025 | Feb 03, 2026 |
| Gould Capital, LLC | History | Reduced | 154,877 | 7,483 | 4.61% | 4.79% | 216 | -1,545 | -0.99% | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 154,072 | 7,444 | 0.09% | 0.08% | 217 | +7,921 | 5.42% | Q4 2025 | Jan 21, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 152,450 | 7,366 | 3.12% | 3.08% | 218 | +9,773 | 6.85% | Q4 2025 | Jan 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 151,701 | 7,339 | 0.28% | 0.46% | 219 | +304 | 0.2% | Q4 2025 | Feb 13, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 151,880 | 7,338 | 1.06% | 0.92% | 220 | +25,361 | 20.05% | Q4 2025 | Jan 28, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 151,726 | 7,331 | 7.45% | — | 221 | +151,726 | New | Q4 2025 | Jan 21, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 151,566 | 7,323 | 0.43% | 0.4% | 222 | -603 | -0.4% | Q4 2025 | Feb 17, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 150,520 | 7,313 | 2.36% | 2.59% | 223 | -4,509 | -2.91% | Q4 2025 | Jan 22, 2026 |
| Center For Asset Management LLC | History | Added to | 149,723 | 7,234 | 3.78% | 3.83% | 224 | +4,717 | 3.25% | Q4 2025 | Jan 21, 2026 |
| BDFS Capital LLC | History | New | 144,333 | 6,974 | 3.52% | — | 225 | +144,333 | New | Q4 2025 | Feb 26, 2026 |
| Strategic Blueprint, LLC | History | Added to | 143,804 | 6,948 | 0.41% | 0.3% | 226 | +5,171 | 3.73% | Q4 2025 | Jan 30, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 143,035 | 6,911 | 1.09% | 0.93% | 227 | +28,095 | 24.44% | Q4 2025 | Feb 13, 2026 |
| Omega Financial Group, LLC | History | Added to | 142,604 | 6,890 | 2.27% | 2.26% | 228 | +4,729 | 3.43% | Q4 2025 | Jan 28, 2026 |
| Valpey Financial Services, LLC | History | Added to | 139,723 | 6,751 | 4.31% | 4.27% | 229 | +7,836 | 5.94% | Q4 2025 | Mar 04, 2026 |
| FIRST HORIZON CORP | History | Added to | 137,972 | 6,666 | 0.3% | 0.14% | 230 | +78,071 | 130.33% | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | Added to | 137,151 | 6,627 | 0.19% | 0.09% | 231 | +5,885 | 4.48% | Q4 2025 | Feb 13, 2026 |
| BOKF, NA | History | Added to | 136,555 | 6,598 | 0.1% | 0.02% | 232 | +105,281 | 336.64% | Q4 2025 | Feb 03, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 135,132 | 6,529 | 3.98% | 3.81% | 233 | +12,418 | 10.12% | Q4 2025 | Jan 22, 2026 |
| Plum Street Advisors, LLC | History | Added to | 135,026 | 6,524 | 2.32% | 2.4% | 234 | +9,565 | 7.62% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 134,580 | 6,505 | 0.0% | 0.02% | 235 | -437,622 | -76.48% | Q4 2025 | Mar 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 134,468 | 6,496 | 0.01% | 0.01% | 236 | -29,382 | -17.93% | Q4 2025 | Feb 17, 2026 |
| Opes Wealth Management LLC | History | Added to | 133,007 | 6,426 | 1.05% | 1.02% | 237 | +13,261 | 11.07% | Q4 2025 | Feb 02, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 132,163 | 6,386 | 1.49% | 1.67% | 238 | -3,395 | -2.5% | Q4 2025 | Jan 27, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | New | 130,700 | 6,321 | 6.27% | — | 239 | +130,700 | New | Q4 2025 | Feb 05, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 130,791 | 6,319 | 3.12% | 3.0% | 240 | +14,475 | 12.44% | Q4 2025 | Mar 06, 2026 |
| CGN Advisors LLC | History | Added to | 130,148 | 6,288 | 0.5% | 0.47% | 241 | +15,150 | 13.17% | Q4 2025 | Jan 05, 2026 |
| Chesapeake Wealth Management | History | Added to | 130,082 | 6,285 | 1.87% | 1.9% | 242 | +4,035 | 3.2% | Q4 2025 | Feb 03, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 129,552 | 6,259 | 1.43% | 1.3% | 243 | +8,862 | 7.34% | Q4 2025 | Jan 29, 2026 |
| Prospect Financial Group LLC | History | Added to | 128,706 | 6,219 | 5.78% | 5.92% | 244 | +6,183 | 5.05% | Q4 2025 | Feb 10, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 128,154 | 6,192 | 3.91% | 4.05% | 245 | +3,608 | 2.9% | Q4 2025 | Jan 07, 2026 |
| City State Bank | History | Reduced | 126,787 | 6,126 | 1.68% | 1.9% | 246 | -5,890 | -4.44% | Q4 2025 | Jan 28, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Added to | 126,374 | 6,106 | 3.35% | 3.33% | 247 | +14,247 | 12.71% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 124,933 | 6,036 | 0.05% | 0.04% | 248 | +42,219 | 51.04% | Q4 2025 | Jan 26, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | New | 124,755 | 6,028 | 1.59% | — | 249 | +124,755 | New | Q4 2025 | Feb 06, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 123,673 | 5,975 | 2.15% | 2.21% | 250 | +5,075 | 4.28% | Q4 2025 | Feb 02, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 122,258 | 5,907 | 0.43% | 0.56% | 251 | -28,137 | -18.71% | Q4 2025 | Feb 10, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 121,726 | 5,881 | 1.12% | 0.68% | 252 | +56,375 | 86.26% | Q4 2025 | Jan 14, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 121,026 | 5,847 | 2.8% | 2.7% | 253 | +7,976 | 7.06% | Q4 2025 | Jan 29, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 120,349 | 5,815 | 4.28% | 4.4% | 254 | -2,278 | -1.86% | Q4 2025 | Feb 13, 2026 |
| Manuka Financial, LLC | History | Reduced | 120,296 | 5,812 | 3.61% | 3.7% | 255 | -249 | -0.21% | Q4 2025 | Jan 28, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 120,000 | 5,798 | 0.33% | 0.34% | 256 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 119,131 | 5,756 | 1.09% | 1.11% | 257 | +3,365 | 2.91% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 118,202 | 5,711 | 0.03% | 0.04% | 258 | +6,604 | 5.92% | Q4 2025 | Jan 29, 2026 |
| Horizons Wealth Management | History | Added to | 116,774 | 5,642 | 3.7% | 3.72% | 259 | +6,404 | 5.8% | Q4 2025 | Jan 05, 2026 |
| Auour Investments LLC | History | Added to | 115,658 | 5,588 | 1.78% | 1.84% | 260 | +1,290 | 1.13% | Q4 2025 | Jan 12, 2026 |
| Level Wealth Management LLC | History | Added to | 113,693 | 5,493 | 2.81% | 2.66% | 261 | +11,663 | 11.43% | Q4 2025 | Feb 02, 2026 |
| Baird Financial Group, Inc. | History | Added to | 111,485 | 5,386 | 0.01% | 0.01% | 262 | +6,300 | 5.99% | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Added to | 110,386 | 5,333 | 0.24% | 0.26% | 263 | +1,922 | 1.77% | Q4 2025 | Feb 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 110,155 | 5,322 | 0.25% | 0.26% | 264 | -4,116 | -3.6% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 109,604 | 5,296 | 0.04% | 0.02% | 265 | +62,340 | 131.9% | Q4 2025 | Feb 17, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 108,461 | 5,240 | 1.58% | 1.63% | 266 | +1,219 | 1.14% | Q4 2025 | Jan 12, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 108,163 | 5,226 | 2.79% | 2.83% | 267 | +4,946 | 4.79% | Q4 2025 | Feb 06, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 107,676 | 5,202 | 1.12% | 1.21% | 268 | +9,686 | 9.88% | Q4 2025 | Feb 09, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 107,211 | 5,180 | 0.0% | 0.0% | 269 | -83,360 | -43.74% | Q4 2025 | Feb 17, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 106,961 | 5,168 | 2.04% | 1.97% | 270 | +8,576 | 8.72% | Q4 2025 | Jan 28, 2026 |
| Five Pine Wealth Management | History | Added to | 106,442 | 5,143 | 3.3% | 2.92% | 271 | +18,994 | 21.72% | Q4 2025 | Jan 21, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 105,603 | 5,102 | 3.15% | 3.2% | 272 | +2,863 | 2.79% | Q4 2025 | Jan 14, 2026 |
| Baron Financial Group, LLC | History | Added to | 105,425 | 5,094 | 2.73% | 2.66% | 273 | +7,370 | 7.52% | Q4 2025 | Jan 09, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 105,149 | 5,080 | 0.01% | 0.01% | 274 | +4,118 | 4.08% | Q4 2025 | Feb 12, 2026 |
| BEACON FINANCIAL GROUP | History | New | 104,487 | 5,048 | 0.5% | — | 275 | +104,487 | New | Q4 2025 | Apr 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 190,296 | 5,040 | 0.12% | 0.17% | 276 | +6,515 | 3.54% | Q4 2025 | Feb 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 103,404 | 4,996 | 0.19% | 0.03% | 277 | +95,580 | 1221.63% | Q4 2025 | Feb 04, 2026 |
| Triumph Capital Management | History | Reduced | 102,989 | 4,976 | 1.08% | 1.51% | 278 | -10,780 | -9.48% | Q4 2025 | Feb 12, 2026 |
| United Financial Planning Group LLC | History | Added to | 101,529 | 4,905 | 2.98% | 3.06% | 279 | +3,276 | 3.33% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 98,631 | 4,765 | 0.12% | 0.11% | 280 | +8,476 | 9.4% | Q4 2025 | Jan 28, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 98,621 | 4,765 | 1.22% | 1.24% | 281 | +2,573 | 2.68% | Q4 2025 | Jan 07, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 98,521 | 4,760 | 1.25% | 1.29% | 282 | +5,609 | 6.04% | Q4 2025 | Feb 06, 2026 |
| Veery Capital, LLC | History | Added to | 98,500 | 4,759 | 1.46% | 1.51% | 283 | +2,003 | 2.08% | Q4 2025 | Jan 27, 2026 |
| Neumann Capital Management, LLC | History | Added to | 94,880 | 4,584 | 1.32% | 1.33% | 284 | +2,832 | 3.08% | Q4 2025 | Jan 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 116,777 | 4,553 | 0.11% | 0.12% | 285 | +1,663 | 1.44% | Q4 2025 | Feb 09, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 93,773 | 4,531 | 0.93% | 0.89% | 286 | +5,393 | 6.1% | Q4 2025 | Feb 12, 2026 |
| Bedminster, LLC | History | New | 92,421 | 4,465 | 4.1% | — | 287 | +92,421 | New | Q4 2025 | Feb 05, 2026 |
| K2 Financial Inc. | History | Added to | 91,803 | 4,455 | 3.44% | 3.56% | 288 | +2,522 | 2.82% | Q4 2025 | Jan 22, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 91,910 | 4,441 | 0.0% | 0.0% | 289 | -20,207 | -18.02% | Q4 2025 | Feb 11, 2026 |
| Gotham Asset Management, LLC | History | Added to | 91,811 | 4,436 | 0.02% | 0.02% | 290 | +813 | 0.89% | Q4 2025 | Feb 17, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 89,891 | 4,343 | 0.81% | 0.81% | 291 | +2,103 | 2.4% | Q4 2025 | Feb 02, 2026 |
| Brucke Financial, Inc. | History | Added to | 89,772 | 4,337 | 2.37% | 2.51% | 292 | +3,613 | 4.19% | Q4 2025 | Jan 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 89,319 | 4,315 | 0.14% | 0.14% | 293 | +2,141 | 2.46% | Q4 2025 | Jan 30, 2026 |
| NYL Investors LLC | History | Added to | 88,310 | 4,267 | 1.45% | 1.38% | 294 | +3,518 | 4.15% | Q4 2025 | Feb 11, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Added to | 88,179 | 4,260 | 2.38% | 2.55% | 295 | +1,018 | 1.17% | Q4 2025 | Mar 05, 2026 |
| Integrated Advisors Network LLC | History | Added to | 87,745 | 4,239 | 0.19% | 0.18% | 296 | +1,559 | 1.81% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Reduced | 87,676 | 4,236 | 0.09% | 0.09% | 297 | -579 | -0.66% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 86,691 | 4,188 | 0.22% | 0.24% | 298 | -849 | -0.97% | Q4 2025 | Jan 20, 2026 |
| BlackRock, Inc. | History | Reduced | 86,206 | 4,165 | 0.0% | 0.0% | 299 | -215,003 | -71.38% | Q4 2025 | Feb 12, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 86,026 | 4,156 | 1.38% | 1.73% | 300 | -16,809 | -16.35% | Q4 2025 | Jan 22, 2026 |
| Capital Analysts, LLC | History | Added to | 85,629 | 4,137 | 0.13% | 0.12% | 301 | +5,356 | 6.67% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 85,135 | 4,114 | 0.01% | 0.01% | 302 | +4,818 | 6.0% | Q4 2025 | Feb 10, 2026 |
| Atlatl Advisers LLC | History | Added to | 84,619 | 4,088 | 1.57% | 1.49% | 303 | +8,618 | 11.34% | Q4 2025 | Feb 09, 2026 |
| Arta Finance Wealth Management LLC | History | New | 84,409 | 4,078 | 2.08% | — | 305 | +84,409 | New | Q4 2025 | Jan 20, 2026 |
| Friedenthal Financial | History | Added to | 84,415 | 4,078 | 2.1% | 2.14% | 304 | +663 | 0.79% | Q4 2025 | Jan 27, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 83,875 | 4,052 | 0.01% | 0.01% | 306 | -2,252 | -2.61% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 83,762 | 4,047 | 0.0% | 0.0% | 307 | +38,133 | 83.57% | Q4 2025 | Feb 06, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 82,830 | 4,002 | 0.89% | 0.89% | 308 | +5,844 | 7.59% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | Added to | 80,313 | 3,880 | 0.29% | 0.28% | 309 | +5,973 | 8.03% | Q4 2025 | Jan 29, 2026 |
| WealthSpring Partners, LLC | History | New | 80,127 | 3,871 | 3.97% | — | 310 | +80,127 | New | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 79,971 | 3,864 | 0.1% | 0.07% | 311 | +21,359 | 36.44% | Q4 2025 | Feb 03, 2026 |
| Zeit Capital LLC | History | Reduced | 79,834 | 3,857 | 2.6% | 2.86% | 312 | -5,210 | -6.13% | Q4 2025 | Jan 26, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 78,749 | 3,805 | 1.57% | 1.63% | 313 | +553 | 0.71% | Q4 2025 | Jan 12, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 78,569 | 3,796 | 0.02% | 0.02% | 314 | -10,843 | -12.13% | Q4 2025 | Feb 12, 2026 |
| HT Partners LLC | History | Added to | 77,551 | 3,747 | 1.11% | 1.16% | 315 | +633 | 0.82% | Q4 2025 | Jan 21, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 76,565 | 3,699 | 0.16% | 0.18% | 316 | -5,880 | -7.13% | Q4 2025 | Jan 29, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 76,042 | 3,673 | 1.07% | 1.09% | 317 | +7,881 | 11.56% | Q4 2025 | Jan 06, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 75,688 | 3,657 | 0.27% | 0.31% | 318 | +3,373 | 4.66% | Q4 2025 | Feb 02, 2026 |
| Martel Wealth Advisors Inc | History | Added to | 74,947 | 3,621 | 0.62% | 0.64% | 319 | +864 | 1.17% | Q4 2025 | Jan 21, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 74,538 | 3,600 | 0.02% | 0.0% | 320 | +63,966 | 605.05% | Q4 2025 | Jan 27, 2026 |
| Sharper & Granite LLC | History | Added to | 73,960 | 3,573 | 1.26% | 1.28% | 321 | +1,935 | 2.69% | Q4 2025 | Jan 27, 2026 |
| Blue Barn Wealth, LLC | History | Reduced | 73,647 | 3,558 | 5.18% | 6.24% | 322 | -213,296 | -74.33% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 71,754 | 3,532 | 0.0% | 0.0% | 323 | +59,344 | 478.2% | Q4 2025 | Feb 13, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 72,850 | 3,520 | 2.12% | 2.72% | 324 | -17,326 | -19.21% | Q4 2025 | Feb 10, 2026 |
| Note Advisors, LLC | History | Reduced | 72,614 | 3,516 | 1.8% | 2.56% | 325 | -14,362 | -16.51% | Q4 2025 | Feb 18, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 72,220 | 3,489 | 1.96% | 2.08% | 326 | +122 | 0.17% | Q4 2025 | Jan 14, 2026 |
| PFG Advisors | History | Reduced | 72,192 | 3,488 | 0.17% | 0.15% | 327 | -2,585 | -3.46% | Q4 2025 | Jan 27, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 72,163 | 3,486 | 1.05% | 1.07% | 328 | +3,955 | 5.8% | Q4 2025 | Jan 23, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 72,054 | 3,481 | 0.64% | 0.62% | 329 | +9,395 | 14.99% | Q4 2025 | Feb 06, 2026 |
| SWP FINANCIAL LLC | History | Added to | 71,194 | 3,440 | 1.73% | 1.76% | 330 | +1,317 | 1.88% | Q4 2025 | Jan 16, 2026 |
| Petix & Botte Co | History | Reduced | 70,827 | 3,422 | 0.78% | 0.96% | 331 | -13,085 | -15.59% | Q4 2025 | Feb 05, 2026 |
| Avant Financial Advisors LLC | History | Added to | 70,433 | 3,403 | 2.45% | 2.49% | 332 | +3,473 | 5.19% | Q4 2025 | Jan 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 70,082 | 3,386 | 0.02% | 0.05% | 333 | -95,592 | -57.7% | Q4 2025 | Feb 03, 2026 |
| Strategic Financial Planning, Inc. | History | Added to | 69,126 | 3,349 | 1.91% | 1.89% | 334 | +3,038 | 4.6% | Q4 2025 | Feb 17, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 66,847 | 3,230 | 0.21% | 0.2% | 335 | +5,197 | 8.43% | Q4 2025 | Feb 04, 2026 |
| HM PAYSON & CO | History | No change | 66,641 | 3,220 | 0.05% | 0.05% | 336 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 66,059 | 3,192 | 2.06% | 2.01% | 337 | -9,000 | -11.99% | Q4 2025 | Feb 09, 2026 |
| West Wealth Group, LLC | History | Added to | 65,408 | 3,160 | 0.66% | 0.66% | 338 | +6,489 | 11.01% | Q4 2025 | Jan 26, 2026 |
| Independent Advisor Alliance | History | Added to | 64,403 | 3,111 | 0.08% | 0.03% | 339 | +40,543 | 169.92% | Q4 2025 | Feb 04, 2026 |
| CHOREO, LLC | History | Added to | 63,789 | 3,086 | 0.04% | 0.03% | 340 | +14,572 | 29.61% | Q4 2025 | Jan 23, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 63,870 | 3,086 | 0.97% | 1.05% | 341 | +4,138 | 6.93% | Q4 2025 | Jan 08, 2026 |
| VCI Wealth Management LLC | History | Added to | 63,688 | 3,077 | 0.86% | 0.87% | 342 | +5,962 | 10.33% | Q4 2025 | Jan 27, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 61,640 | 2,978 | 0.48% | 0.54% | 343 | +951 | 1.57% | Q4 2025 | Feb 17, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 60,779 | 2,936 | 1.04% | 1.04% | 344 | +2,308 | 3.95% | Q4 2025 | Jan 09, 2026 |
| Cornerstone Wealth Partners, LLC | History | New | 60 | 2,899 | 0.0% | — | 345 | +60 | New | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 59,174 | 2,862 | 0.0% | — | 346 | +59,174 | New | Q4 2025 | Feb 13, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 58,677 | 2,835 | 0.15% | 0.15% | 347 | +2,995 | 5.38% | Q4 2025 | Feb 04, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 56,833 | 2,746 | 0.16% | 0.17% | 348 | +1,494 | 2.7% | Q4 2025 | Feb 17, 2026 |
| Global Endowment Management, LP | History | Added to | 56,764 | 2,743 | 0.34% | 0.35% | 349 | +196 | 0.35% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Partners, LLC | History | New | 56,224 | 2,716 | 0.7% | — | 350 | +56,224 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 55,586 | 2,685 | 0.03% | 0.08% | 351 | -89,700 | -61.74% | Q4 2025 | Feb 11, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 55,412 | 2,677 | 0.51% | 0.46% | 352 | +8,071 | 17.05% | Q4 2025 | Feb 12, 2026 |
| Trek Financial, LLC | History | Added to | 55,328 | 2,673 | 0.15% | 0.13% | 353 | +12,675 | 29.72% | Q4 2025 | Feb 04, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 54,981 | 2,657 | 0.09% | — | 354 | +54,981 | New | Q4 2025 | Feb 13, 2026 |
| BLB&B Advisors, LLC | History | Added to | 54,556 | 2,636 | 0.11% | 0.11% | 355 | +1,831 | 3.47% | Q4 2025 | Jan 26, 2026 |
| ATLas Financial Planning LLC | History | New | 54,461 | 2,631 | 2.58% | — | 356 | +54,461 | New | Q4 2025 | Feb 17, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 54,428 | 2,629 | 1.5% | 1.55% | 357 | +1,674 | 3.17% | Q4 2025 | Jan 06, 2026 |
| Crabel Capital Management, LLC | History | Added to | 54,373 | 2,627 | 1.99% | 1.6% | 358 | +18,306 | 50.76% | Q4 2025 | Feb 17, 2026 |
| Womack Financial LLC | History | Reduced | 52,747 | 2,548 | 1.88% | 1.99% | 359 | -228 | -0.43% | Q4 2025 | Feb 10, 2026 |
| United Advisor Group, LLC | History | Added to | 52,386 | 2,531 | 0.32% | 0.29% | 360 | +9,018 | 20.79% | Q4 2025 | Jan 26, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 52,246 | 2,524 | 0.03% | 0.02% | 361 | -1,346 | -2.51% | Q4 2025 | Feb 13, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 51,946 | 2,510 | 0.76% | 0.74% | 362 | +4,734 | 10.03% | Q4 2025 | Jan 27, 2026 |
| Burk Holdings LLC | History | Added to | 51,661 | 2,496 | 1.19% | 1.26% | 363 | +4,131 | 8.69% | Q4 2025 | Feb 12, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 51,653 | 2,495 | 0.77% | 0.97% | 364 | +4,893 | 10.46% | Q4 2025 | Jan 08, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 50,983 | 2,463 | 1.75% | 1.72% | 365 | +3,540 | 7.46% | Q4 2025 | Feb 13, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 50,959 | 2,462 | 0.47% | — | 366 | +50,959 | New | Q4 2025 | Feb 13, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 50,740 | 2,451 | 0.89% | 0.8% | 367 | +12,936 | 34.22% | Q4 2025 | Feb 12, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 50,654 | 2,447 | 0.78% | 0.86% | 368 | -2,349 | -4.43% | Q4 2025 | Feb 03, 2026 |
| Red Wave Investments LLC | History | Reduced | 50,510 | 2,440 | 0.73% | 0.8% | 369 | -2,061 | -3.92% | Q4 2025 | Feb 06, 2026 |
| BANK OF HAWAII | History | Added to | 50,291 | 2,430 | 0.12% | 0.12% | 370 | +1,277 | 2.61% | Q4 2025 | Mar 03, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 48,954 | 2,365 | 1.66% | 1.63% | 371 | +2,929 | 6.36% | Q4 2025 | Jan 08, 2026 |
| Manske Wealth Management | History | Added to | 48,437 | 2,340 | 0.69% | 0.72% | 372 | +1,074 | 2.27% | Q4 2025 | Feb 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 48,309 | 2,334 | 0.03% | 0.02% | 373 | +10,055 | 26.28% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 48,016 | 2,320 | 0.04% | 0.05% | 374 | +155 | 0.32% | Q4 2025 | Feb 12, 2026 |
| McIlrath & Eck, LLC | History | Added to | 47,895 | 2,314 | 0.21% | 0.09% | 375 | +30,493 | 175.23% | Q4 2025 | Feb 03, 2026 |
| Global Trust Wealth Management LLC | History | New | 47,671 | 2,303 | 1.71% | — | 377 | +47,671 | New | Q4 2025 | Jan 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 47,666 | 2,303 | 0.05% | 0.05% | 376 | -2,008 | -4.04% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Reduced | 47,148 | 2,278 | 0.01% | 0.02% | 378 | -3,865 | -7.58% | Q4 2025 | Feb 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 46,511 | 2,247 | 0.22% | 0.17% | 379 | +13,036 | 38.94% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, LLC | History | Added to | 46,185 | 2,231 | 0.14% | 0.1% | 380 | +24,356 | 111.58% | Q4 2025 | Feb 10, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 45,965 | 2,221 | 4.75% | 2.36% | 381 | -366,081 | -88.84% | Q4 2025 | Feb 13, 2026 |
| Claro Advisors Inc. | History | Added to | 45,617 | 2,204 | 0.3% | 0.31% | 382 | +2,938 | 6.88% | Q4 2025 | Feb 17, 2026 |
| Graetz Wealth LLC | History | New | 45,195 | 2,183 | 1.99% | — | 383 | +45,195 | New | Q4 2025 | Feb 12, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | New | 44,979 | 2,173 | 1.23% | — | 384 | +44,979 | New | Q4 2025 | Feb 03, 2026 |
| Global Retirement Partners, LLC | History | Added to | 44,900 | 2,169 | 0.04% | 0.02% | 387 | +25,388 | 130.11% | Q4 2025 | Feb 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 44,893 | 2,169 | 0.02% | 0.01% | 385 | +14,737 | 48.87% | Q4 2025 | Jan 14, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 44,893 | 2,169 | 0.1% | 0.06% | 386 | +14,737 | 48.87% | Q4 2025 | Jan 15, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 44,750 | 2,162 | 0.29% | 0.33% | 388 | -3,671 | -7.58% | Q4 2025 | Feb 12, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 44,477 | 2,149 | 1.48% | 1.55% | 389 | +302 | 0.68% | Q4 2025 | Jan 22, 2026 |
| Winter & Associates, Inc. | History | New | 44,474 | 2,148 | 1.99% | — | 390 | +44,474 | New | Q4 2025 | Feb 13, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 44,320 | 2,141 | 0.28% | 0.27% | 391 | +2,242 | 5.33% | Q4 2025 | Jan 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 43,831 | 2,117 | 0.08% | 0.08% | 392 | +3,722 | 9.28% | Q4 2025 | Jan 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 43,629 | 2,108 | 0.0% | 0.0% | 393 | +20,812 | 91.21% | Q4 2025 | Feb 17, 2026 |
| 10Elms LLP | History | Reduced | 43,557 | 2,104 | 1.93% | 1.94% | 394 | -115 | -0.26% | Q4 2025 | Feb 13, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 43,072 | 2,081 | 1.87% | 2.09% | 395 | -2,660 | -5.82% | Q4 2025 | Jan 23, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 40,965 | 1,979 | 0.1% | 0.11% | 396 | +812 | 2.02% | Q4 2025 | Jan 23, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 40,920 | 1,977 | 0.01% | 0.01% | 397 | +1,688 | 4.3% | Q4 2025 | Jan 27, 2026 |
| Ryan Investment Management, Inc. | History | Added to | 40,923 | 1,977 | 1.09% | 1.1% | 398 | +761 | 1.89% | Q4 2025 | Jan 12, 2026 |
| Charis Legacy Partners, LLC | History | Added to | 40,663 | 1,964 | 2.9% | 2.74% | 399 | +3,484 | 9.37% | Q4 2025 | Jan 08, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 39,957 | 1,942 | 1.37% | 1.47% | 400 | -3,866 | -8.82% | Q4 2025 | Jan 15, 2026 |
| Napier Financial, LLC | History | New | 40,021 | 1,933 | 0.48% | — | 401 | +40,021 | New | Q4 2025 | Feb 11, 2026 |
| New Insight Wealth Advisors | History | Added to | 39,817 | 1,923 | 0.69% | 0.61% | 404 | +7,165 | 21.94% | Q4 2025 | Feb 17, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 39,817 | 1,923 | 1.13% | 1.31% | 403 | -6,558 | -14.14% | Q4 2025 | Feb 17, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 39,811 | 1,923 | 0.27% | 0.28% | 402 | +5,790 | 17.02% | Q4 2025 | Jan 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 39,499 | 1,908 | 0.05% | — | 405 | +39,499 | New | Q4 2025 | Jan 23, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 38,893 | 1,879 | 0.77% | 0.73% | 406 | +3,924 | 11.22% | Q4 2025 | Feb 09, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 38,834 | 1,876 | 0.11% | 0.08% | 407 | +14,187 | 57.56% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 38,825 | 1,876 | 0.06% | 0.1% | 408 | -4,957 | -11.32% | Q4 2025 | Jan 20, 2026 |
| Veratis Advisors, Inc. | History | New | 38,355 | 1,875 | 1.48% | — | 410 | +38,355 | New | Q4 2025 | Feb 18, 2026 |
| Advisory Services Network, LLC | History | Added to | 38,820 | 1,875 | 0.03% | 0.01% | 409 | +19,277 | 98.64% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 38,535 | 1,872 | 0.16% | 0.21% | 411 | -8,445 | -17.98% | Q4 2025 | Jan 20, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 38,509 | 1,860 | 0.05% | 0.05% | 412 | +956 | 2.55% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 38,130 | 1,842 | 0.06% | 0.06% | 413 | +3,221 | 9.23% | Q4 2025 | Jan 14, 2026 |
| M Holdings Securities, Inc. | History | Added to | 37,945 | 1,834 | 0.13% | 0.12% | 414 | +26,799 | 240.44% | Q4 2025 | Feb 11, 2026 |
| Prostatis Group LLC | History | Added to | 37,822 | 1,827 | 0.44% | 0.46% | 415 | +651 | 1.75% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 37,732 | 1,823 | 0.01% | 0.01% | 416 | -2,055 | -5.17% | Q4 2025 | Feb 02, 2026 |
| TRUST CO OF VERMONT | History | Added to | 37,633 | 1,818 | 0.08% | 0.04% | 417 | +17,207 | 84.24% | Q4 2025 | Jan 16, 2026 |
| Skyline Advisors, Inc. | History | Added to | 36,521 | 1,764 | 0.59% | 0.61% | 418 | +820 | 2.3% | Q4 2025 | Jan 12, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 36,497 | 1,763 | 0.73% | 0.59% | 419 | +713 | 1.99% | Q4 2025 | Jan 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 36,474 | 1,762 | 0.06% | 0.05% | 420 | -1,380 | -3.65% | Q4 2025 | Jan 09, 2026 |
| Invst, LLC | History | Reduced | 36,457 | 1,761 | 0.19% | 0.22% | 421 | -1,838 | -4.8% | Q4 2025 | Feb 11, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 36,431 | 1,760 | 0.7% | 0.71% | 422 | +1,223 | 3.47% | Q4 2025 | Jan 15, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 36,416 | 1,759 | 0.55% | 0.3% | 424 | +10,859 | 42.49% | Q4 2025 | Feb 02, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 36,403 | 1,759 | 0.48% | 0.48% | 423 | -163 | -0.45% | Q4 2025 | Feb 17, 2026 |
| Falcon Wealth Planning | History | Reduced | 36,336 | 1,755 | 0.15% | 0.17% | 425 | -1,738 | -4.56% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 36,206 | 1,749 | 0.02% | 0.02% | 426 | +2,907 | 8.73% | Q4 2025 | Jan 20, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 35,646 | 1,722 | 0.87% | 0.72% | 427 | +9,938 | 38.66% | Q4 2025 | Jan 14, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 35,098 | 1,695 | 0.06% | 0.05% | 428 | +1,987 | 6.0% | Q4 2025 | Feb 13, 2026 |
| Cogent Private Wealth, Inc. | History | New | 34,779 | 1,680 | 1.28% | — | 429 | +34,779 | New | Q4 2025 | Feb 10, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 34,592 | 1,671 | 0.51% | 0.54% | 430 | +272 | 0.79% | Q4 2025 | Feb 05, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 34,487 | 1,666 | 0.02% | 0.02% | 431 | +7,464 | 27.62% | Q4 2025 | Feb 02, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 34,394 | 1,662 | 0.02% | 0.02% | 432 | +3,353 | 10.8% | Q4 2025 | Feb 10, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 34,145 | 1,649 | 0.11% | 0.11% | 433 | -407 | -1.18% | Q4 2025 | Feb 03, 2026 |
| Quadrature Capital Ltd | History | New | 33,462 | 1,616 | 0.02% | — | 434 | +33,462 | New | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 33,237 | 1,606 | 0.1% | 0.1% | 435 | +226 | 0.68% | Q4 2025 | Jan 30, 2026 |
| Global Financial Private Client, LLC | History | Added to | 33,205 | 1,604 | 0.56% | 0.58% | 436 | +28 | 0.08% | Q4 2025 | Jan 27, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 33,180 | 1,603 | 0.82% | 0.98% | 437 | -2,021 | -5.74% | Q4 2025 | Feb 10, 2026 |
| Westside Investment Management, Inc. | History | Added to | 32,958 | 1,592 | 0.25% | 0.25% | 438 | +1,383 | 4.38% | Q4 2025 | Jan 23, 2026 |
| Coston, McIsaac & Partners | History | Added to | 32,937 | 1,591 | 0.37% | 0.3% | 439 | +7,683 | 30.42% | Q4 2025 | Feb 03, 2026 |
| Kovack Advisors, Inc. | History | Added to | 32,737 | 1,581 | 0.07% | 0.14% | 440 | +3,142 | 10.62% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 32,503 | 1,577 | 0.07% | 0.01% | 441 | +27,971 | 617.19% | Q4 2025 | Feb 03, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 32,494 | 1,570 | 1.02% | — | 443 | +32,494 | New | Q4 2025 | Apr 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 32,504 | 1,570 | 0.05% | 0.05% | 442 | +4,505 | 16.09% | Q4 2025 | Feb 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 32,432 | 1,567 | 0.14% | 0.15% | 444 | -1,576 | -4.63% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 32,370 | 1,564 | 0.03% | 0.03% | 445 | +1,950 | 6.41% | Q4 2025 | Feb 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 31,696 | 1,531 | 0.02% | 0.01% | 446 | +9,940 | 45.69% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 31,538 | 1,523 | 0.1% | 0.1% | 447 | +682 | 2.21% | Q4 2025 | Jan 23, 2026 |
| VestGen Investment Management | History | Reduced | 31,231 | 1,509 | 0.84% | 0.95% | 448 | -578 | -1.82% | Q4 2025 | Feb 18, 2026 |
| Leo Wealth, LLC | History | Added to | 30,589 | 1,478 | 0.11% | 0.08% | 449 | +17,697 | 137.27% | Q4 2025 | Jan 21, 2026 |
| OneAscent Financial Services LLC | History | New | 30,564 | 1,476 | 0.14% | — | 450 | +30,564 | New | Q4 2025 | Feb 11, 2026 |
| Alteri Wealth LLC | History | Added to | 30,428 | 1,470 | 0.48% | 0.49% | 451 | +1,319 | 4.53% | Q4 2025 | Feb 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 30,413 | 1,469 | 0.16% | 0.16% | 452 | +5,758 | 23.35% | Q4 2025 | Feb 11, 2026 |
| NOVEM GROUP | History | Added to | 30,130 | 1,455 | 0.17% | 0.15% | 453 | +3,633 | 13.71% | Q4 2025 | Jan 27, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 29,914 | 1,445 | 0.27% | 0.18% | 454 | +3,111 | 11.61% | Q4 2025 | Feb 02, 2026 |
| Brandywine Asset Management, Inc. | History | New | 29,154 | 1,413 | 0.99% | — | 455 | +29,154 | New | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 28,408 | 1,372 | 0.01% | — | 456 | +28,408 | New | Q4 2025 | Feb 05, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 28,376 | 1,371 | 0.01% | 0.01% | 457 | +5,484 | 23.96% | Q4 2025 | Feb 13, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 28,156 | 1,364 | 0.21% | 0.16% | 458 | +7,361 | 35.4% | Q4 2025 | Jan 27, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 28,130 | 1,359 | 0.65% | 0.68% | 459 | +335 | 1.21% | Q4 2025 | Jan 14, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 28,109 | 1,358 | 0.14% | 0.11% | 460 | +7,295 | 35.05% | Q4 2025 | Feb 12, 2026 |
| Facet Wealth, Inc. | History | New | 27,993 | 1,357 | 0.02% | — | 461 | +27,993 | New | Q4 2025 | Jan 29, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 28,059 | 1,355 | 0.79% | 0.83% | 462 | -444 | -1.56% | Q4 2025 | Jan 27, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 28,009 | 1,353 | 0.05% | 0.05% | 463 | -813 | -2.82% | Q4 2025 | Feb 17, 2026 |
| JT Stratford LLC | History | Added to | 27,979 | 1,351 | 0.17% | 0.18% | 464 | +251 | 0.91% | Q4 2025 | Feb 12, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 27,862 | 1,346 | 0.28% | 0.33% | 465 | -1,829 | -6.16% | Q4 2025 | Jan 05, 2026 |
| IFP Advisors, Inc | History | Added to | 27,793 | 1,342 | 0.03% | 0.03% | 466 | +6,158 | 28.46% | Q4 2025 | Feb 06, 2026 |
| SYON CAPITAL LLC | History | Added to | 27,353 | 1,321 | 0.07% | 0.06% | 467 | +2,997 | 12.3% | Q4 2025 | Feb 11, 2026 |
| Creekside Partners | History | Reduced | 27,277 | 1,318 | 0.56% | 0.6% | 468 | -82 | -0.3% | Q4 2025 | Feb 13, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 27,238 | 1,316 | 0.94% | 0.93% | 469 | +4,434 | 19.44% | Q4 2025 | Jan 23, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 27,218 | 1,315 | 0.18% | 0.15% | 470 | +6,140 | 29.13% | Q4 2025 | Jan 23, 2026 |
| LongView Wealth Management | History | Reduced | 26,993 | 1,311 | 0.32% | 0.38% | 471 | -1,075 | -3.83% | Q4 2025 | Jan 13, 2026 |
| JNBA Financial Advisors | History | Added to | 27,117 | 1,310 | 0.11% | 0.12% | 472 | +445 | 1.67% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | New | 27,083 | 1,308 | 0.02% | — | 473 | +27,083 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 27,078 | 1,308 | 0.44% | 0.41% | 474 | -162 | -0.59% | Q4 2025 | Jan 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 26,979 | 1,303 | 0.02% | 0.02% | 475 | -4,520 | -14.35% | Q4 2025 | Feb 10, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 26,735 | 1,291 | 0.03% | 0.02% | 476 | +15,922 | 147.25% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 26,664 | 1,288 | 0.04% | 0.04% | 477 | +6,960 | 35.32% | Q4 2025 | Jan 13, 2026 |
| FMR LLC | History | Added to | 26,551 | 1,282 | 0.0% | 0.0% | 478 | +1,216 | 4.8% | Q4 2025 | Feb 17, 2026 |
| Scarborough Advisors, LLC | History | Reduced | 26,305 | 1,271 | 0.21% | 0.76% | 479 | -61,109 | -69.91% | Q4 2025 | Feb 17, 2026 |
| EQ LLC | History | Added to | 26,127 | 1,262 | 0.36% | 0.27% | 480 | +9,739 | 59.43% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 26,004 | 1,256 | 0.02% | 0.03% | 481 | -11,981 | -31.54% | Q4 2025 | Feb 09, 2026 |
| Moors & Cabot, Inc. | History | Added to | 25,890 | 1,251 | 0.05% | 0.05% | 482 | +4,759 | 22.52% | Q4 2025 | Feb 10, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 25,882 | 1,250 | 0.49% | 0.52% | 483 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Stewardship Advisors, LLC | History | Added to | 25,428 | 1,228 | 0.28% | 0.28% | 484 | +1,217 | 5.03% | Q4 2025 | Jan 15, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 25,179 | 1,216 | 0.22% | 0.17% | 485 | +7,150 | 39.66% | Q4 2025 | Feb 06, 2026 |
| Bank of Marin | History | Added to | 25,130 | 1,214 | 0.84% | 0.87% | 486 | +73 | 0.29% | Q4 2025 | Feb 17, 2026 |
| Diversified Enterprises, LLC | History | Added to | 24,832 | 1,199 | 0.07% | 0.05% | 487 | +8,787 | 54.76% | Q4 2025 | Jan 28, 2026 |
| Carter Financial Group, INC. | History | Added to | 24,688 | 1,192 | 0.71% | 0.71% | 488 | +1,029 | 4.35% | Q4 2025 | Feb 13, 2026 |
| Stonekeep Investments, LLC | History | Added to | 24,362 | 1,177 | 0.75% | 0.7% | 489 | +1,898 | 8.45% | Q4 2025 | Jan 07, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 24,176 | 1,174 | 1.51% | 1.72% | 490 | +873 | 3.75% | Q4 2025 | Feb 23, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 24,249 | 1,171 | 0.67% | 0.69% | 491 | +342 | 1.43% | Q4 2025 | Jan 15, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 24,121 | 1,165 | 0.29% | 0.28% | 492 | +1,509 | 6.67% | Q4 2025 | Jan 28, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 24,012 | 1,160 | 0.01% | 0.01% | 493 | +4,007 | 20.03% | Q4 2025 | Feb 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 23,998 | 1,159 | 0.42% | 0.45% | 494 | -899 | -3.61% | Q4 2025 | Jan 22, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 23,964 | 1,157 | 0.04% | 0.04% | 495 | +717 | 3.08% | Q4 2025 | Jan 30, 2026 |
| Engineers Gate Manager LP | History | Reduced | 23,527 | 1,136 | 0.01% | 0.02% | 496 | -17,307 | -42.38% | Q4 2025 | Feb 17, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 23,461 | 1,133 | 0.75% | — | 497 | +23,461 | New | Q4 2025 | Jan 29, 2026 |
| 5T Wealth, LLC | History | Reduced | 23,318 | 1,126 | 0.45% | 0.59% | 498 | -4,060 | -14.83% | Q4 2025 | Jan 27, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 23,107 | 1,116 | 0.13% | 0.06% | 499 | +12,003 | 108.1% | Q4 2025 | Feb 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 22,996 | 1,111 | 0.02% | 0.02% | 500 | +2,988 | 14.93% | Q4 2025 | Feb 05, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 22,792 | 1,101 | 0.41% | 0.38% | 501 | +2,111 | 10.21% | Q4 2025 | Jan 15, 2026 |
| Fort Henry Capital, LLC | History | Added to | 22,688 | 1,096 | 0.67% | 0.59% | 502 | +4,041 | 21.67% | Q4 2025 | Jan 23, 2026 |
| Inscription Capital, LLC | History | Reduced | 22,504 | 1,087 | 0.11% | 0.12% | 503 | -203 | -0.89% | Q4 2025 | Jan 29, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 22,488 | 1,086 | 0.17% | 0.14% | 504 | +6,337 | 39.24% | Q4 2025 | Jan 23, 2026 |
| Merited Wealth, LLC | History | New | 22,346 | 1,079 | 1.0% | — | 505 | +22,346 | New | Q4 2025 | Mar 26, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 22,131 | 1,069 | 0.61% | 0.61% | 506 | +1,172 | 5.59% | Q4 2025 | Jan 15, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 21,698 | 1,048 | 0.08% | 0.1% | 507 | -363 | -1.65% | Q4 2025 | Jan 13, 2026 |
| Summit Financial, LLC | History | Added to | 21,517 | 1,039 | 0.02% | 0.02% | 508 | +667 | 3.2% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 21,400 | 1,034 | 0.0% | 0.0% | 509 | -65,894 | -75.49% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 21,405 | 1,034 | 0.05% | 0.06% | 510 | -1,681 | -7.28% | Q4 2025 | Jan 26, 2026 |
| McCartney Wealth Management LLC | History | New | 21,389 | 1,033 | 0.89% | — | 512 | +21,389 | New | Q4 2025 | Feb 17, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 21,390 | 1,033 | 0.43% | 0.39% | 511 | +2,545 | 13.5% | Q4 2025 | Feb 11, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 21,184 | 1,023 | 0.17% | 0.19% | 513 | +682 | 3.33% | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 21,132 | 1,021 | 0.03% | 0.05% | 514 | -9,594 | -31.22% | Q4 2025 | Feb 12, 2026 |
| Westfuller Advisors, LLC | History | Added to | 20,833 | 1,006 | 0.41% | 0.46% | 515 | +274 | 1.33% | Q4 2025 | Jan 21, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 20,554 | 993 | 0.0% | 0.0% | 516 | +323 | 1.6% | Q4 2025 | Feb 17, 2026 |
| Southland Equity Partners LLC | History | Added to | 20,519 | 991 | 0.2% | 0.2% | 517 | +338 | 1.67% | Q4 2025 | Jan 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 20,411 | 986 | 0.11% | 0.11% | 518 | +1,267 | 6.62% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 20,351 | 983 | 0.14% | 0.06% | 519 | +12,302 | 152.84% | Q4 2025 | Feb 17, 2026 |
| MYECFO, LLC | History | Added to | 20,296 | 980 | 0.42% | 0.27% | 520 | +8,255 | 68.56% | Q4 2025 | Jan 12, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 20,226 | 977 | 0.54% | 0.67% | 521 | +1,788 | 9.7% | Q4 2025 | Feb 17, 2026 |
| GWN SECURITIES INC. | History | Reduced | 20,034 | 968 | 0.2% | 0.23% | 522 | -164 | -0.81% | Q4 2025 | Feb 11, 2026 |
| Payne Capital LLC | History | Reduced | 19,597 | 946 | 0.96% | 1.03% | 523 | -996 | -4.84% | Q4 2025 | Jan 20, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 19,515 | 942 | 0.51% | 0.61% | 524 | -3,382 | -14.77% | Q4 2025 | Feb 23, 2026 |
| Bakala Capital LLC | History | Added to | 19,465 | 940 | 4.44% | 5.03% | 525 | +625 | 3.32% | Q4 2025 | Feb 13, 2026 |
| Equita Financial Network, Inc. | History | Added to | 19,105 | 923 | 0.28% | 0.32% | 526 | +187 | 0.99% | Q4 2025 | Jan 29, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Reduced | 19,095 | 922 | 0.14% | 0.15% | 527 | -2 | -0.01% | Q4 2025 | Jan 21, 2026 |
| TFB Advisors LLC | History | Reduced | 19,052 | 920 | 0.26% | 0.29% | 528 | -917 | -4.59% | Q4 2025 | Feb 13, 2026 |
| SteelPeak Wealth, LLC | History | New | 18,935 | 914 | 0.03% | — | 529 | +18,935 | New | Q4 2025 | Jan 20, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 18,903 | 913 | 0.27% | 0.27% | 530 | +1,424 | 8.15% | Q4 2025 | Feb 10, 2026 |
| Summit Global Investments | History | Reduced | 18,703 | 904 | 0.05% | 0.05% | 531 | -141 | -0.75% | Q4 2025 | Feb 18, 2026 |
| MATHER GROUP, LLC. | History | Added to | 18,619 | 899 | 0.01% | 0.01% | 532 | +316 | 1.73% | Q4 2025 | Jan 13, 2026 |
| Clearstead Trust, LLC | History | No change | 18,505 | 894 | 0.14% | 0.16% | 533 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 18,338 | 886 | 0.44% | 0.39% | 534 | +3,727 | 25.51% | Q4 2025 | Feb 06, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 18,323 | 885 | 0.0% | 0.0% | 535 | -18,641 | -50.43% | Q4 2025 | Feb 09, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 18,232 | 880 | 0.05% | 0.05% | 536 | +1,787 | 10.87% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 18,067 | 872 | 0.02% | 0.02% | 537 | +2,435 | 15.58% | Q4 2025 | Feb 13, 2026 |
| Thrive Capital Management, LLC | History | Added to | 18,009 | 870 | 0.19% | 0.2% | 538 | +2,114 | 13.3% | Q4 2025 | Feb 09, 2026 |
| FSA Advisors, Inc. | History | New | 146,213 | 857 | 0.6% | — | 539 | +146,213 | New | Q4 2025 | Feb 02, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 17,626 | 852 | 0.05% | 0.05% | 540 | +1,754 | 11.05% | Q4 2025 | Feb 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 12,552 | 850 | 0.27% | 0.38% | 541 | +230 | 1.87% | Q4 2025 | Jan 22, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 17,517 | 846 | 0.39% | 0.44% | 542 | -371 | -2.07% | Q4 2025 | Feb 17, 2026 |
| Compass Ion Advisors, LLC | History | No change | 17,488 | 845 | 0.08% | 0.08% | 543 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Venture Visionary Partners LLC | History | Added to | 17,480 | 844 | 0.03% | 0.01% | 544 | +10,883 | 164.97% | Q4 2025 | Feb 13, 2026 |
| Excelsior Advisor Network LLC | History | New | 17,389 | 840 | 0.41% | — | 545 | +17,389 | New | Q4 2025 | Feb 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 17,334 | 837 | 0.09% | 0.06% | 546 | +6,146 | 54.93% | Q4 2025 | Jan 08, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 17,251 | 834 | 0.04% | 0.04% | 547 | +233 | 1.37% | Q4 2025 | Feb 10, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 16,958 | 821 | 0.2% | 0.21% | 548 | +698 | 4.29% | Q4 2025 | Jan 23, 2026 |
| Verde Capital Management | History | Reduced | 16,957 | 819 | 0.17% | 0.19% | 549 | -834 | -4.69% | Q4 2025 | Feb 06, 2026 |
| Plancorp, LLC | History | No change | 16,660 | 805 | 0.02% | 0.03% | 550 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 16,621 | 803 | 0.22% | 0.22% | 551 | +511 | 3.17% | Q4 2025 | Feb 03, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Reduced | 16,444 | 794 | 0.21% | 0.21% | 552 | -303 | -1.81% | Q4 2025 | Feb 10, 2026 |
| Straight Path Wealth Management | History | Added to | 16,420 | 793 | 0.21% | 0.21% | 553 | +424 | 2.65% | Q4 2025 | Feb 11, 2026 |
| EWA, LLC | History | Added to | 16,351 | 790 | 0.19% | 0.18% | 555 | +3,330 | 25.57% | Q4 2025 | Feb 03, 2026 |
| DGS Capital Management, LLC | History | Added to | 16,361 | 790 | 0.14% | 0.13% | 556 | +2,327 | 16.58% | Q4 2025 | Feb 24, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 16,361 | 790 | 0.04% | 0.04% | 554 | +589 | 3.73% | Q4 2025 | Mar 04, 2026 |
| Donalies Financial Planning, LLC | History | New | 16,303 | 787 | 0.67% | — | 557 | +16,303 | New | Q4 2025 | Feb 17, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 16,008 | 773 | 0.1% | 0.09% | 558 | +2,930 | 22.4% | Q4 2025 | Jan 30, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 15,860 | 766 | 0.03% | 0.03% | 559 | -389 | -2.39% | Q4 2025 | Feb 09, 2026 |
| RCS Financial Planning, LLC | History | Added to | 15,851 | 765 | 0.33% | 0.26% | 560 | +4,047 | 34.28% | Q4 2025 | Jan 15, 2026 |
| Provident Living Financial Services, Inc. | History | New | 15,778 | 762 | 0.75% | — | 561 | +15,778 | New | Q4 2025 | Jan 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 15,764 | 761 | 0.01% | — | 562 | +15,764 | New | Q4 2025 | Feb 12, 2026 |
| Avid Wealth Partners LLC | History | Added to | 15,764 | 761 | 0.37% | 0.35% | 563 | +1,405 | 9.78% | Q4 2025 | Feb 13, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 15,579 | 752 | 0.16% | 0.19% | 564 | -850 | -5.17% | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 15,407 | 744 | 0.0% | 0.0% | 565 | -8,851 | -36.49% | Q4 2025 | Feb 17, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 15,406 | 744 | 0.05% | 0.04% | 566 | +3,817 | 32.94% | Q4 2025 | Apr 02, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 15,298 | 742 | 0.12% | 0.01% | 567 | +14,695 | 2436.98% | Q4 2025 | Feb 02, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 15,320 | 740 | 0.09% | 0.11% | 568 | +2,565 | 20.11% | Q4 2025 | Feb 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 15,301 | 739 | 0.3% | 0.19% | 569 | +947 | 6.6% | Q4 2025 | Feb 11, 2026 |
| Continuum Advisory, LLC | History | Reduced | 15,251 | 736 | 0.07% | 0.08% | 570 | -4 | -0.03% | Q4 2025 | Feb 11, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 15,164 | 732 | 0.2% | 0.16% | 571 | +987 | 6.96% | Q4 2025 | Jan 12, 2026 |
| Colonial Trust Co / SC | History | Reduced | 15,093 | 729 | 0.1% | 0.11% | 572 | -817 | -5.14% | Q4 2025 | Feb 12, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 14,902 | 720 | 0.02% | 0.02% | 573 | -451 | -2.94% | Q4 2025 | Feb 06, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 14,871 | 718 | 0.33% | 0.42% | 574 | -3,917 | -20.85% | Q4 2025 | Feb 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 14,813 | 715 | 0.01% | 0.01% | 575 | +357 | 2.47% | Q4 2025 | Feb 17, 2026 |
| Arlington Capital Management, Inc. | History | New | 14,792 | 714 | 0.44% | — | 576 | +14,792 | New | Q4 2025 | Jan 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 14,635 | 707 | 0.05% | 0.06% | 577 | +435 | 3.06% | Q4 2025 | Feb 03, 2026 |
| KICKSTAND VENTURES, LLC. | History | New | 14,598 | 705 | 0.15% | — | 579 | +14,598 | New | Q4 2025 | Jan 29, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 14,599 | 705 | 0.09% | 0.11% | 578 | -1,993 | -12.01% | Q4 2025 | Feb 03, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 14,505 | 704 | 0.09% | 0.1% | 580 | -491 | -3.27% | Q4 2025 | Jan 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 14,567 | 703 | 0.04% | 0.04% | 581 | -327 | -2.2% | Q4 2025 | Jan 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 14,476 | 699 | 0.0% | — | 582 | +14,476 | New | Q4 2025 | Feb 13, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 14,474 | 699 | 0.3% | 0.29% | 583 | +1,280 | 9.7% | Q4 2025 | Jan 16, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 14,421 | 696 | 0.0% | 0.0% | 584 | -10,607 | -42.38% | Q4 2025 | Feb 17, 2026 |
| Fiduciary Alliance LLC | History | Added to | 14,346 | 693 | 0.05% | 0.04% | 585 | +2,155 | 17.68% | Q4 2025 | Jan 22, 2026 |
| TMB Capital Partners, LLC | History | New | 14,332 | 692 | 0.24% | — | 586 | +14,332 | New | Q4 2025 | Feb 19, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 14,191 | 685 | 0.5% | 0.56% | 587 | -439 | -3.0% | Q4 2025 | Jan 20, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 14,144 | 683 | 0.08% | 0.08% | 588 | -1,234 | -8.02% | Q4 2025 | Feb 17, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 14,070 | 679 | 0.03% | 0.03% | 589 | -121 | -0.85% | Q4 2025 | Jan 15, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | New | 13,864 | 674 | 0.26% | — | 590 | +13,864 | New | Q4 2025 | Feb 12, 2026 |
| Regal Investment Advisors LLC | History | Added to | 13,951 | 674 | 0.04% | 0.04% | 591 | +464 | 3.44% | Q4 2025 | Feb 17, 2026 |
| CURIO WEALTH, LLC | History | Added to | 13,906 | 673 | 0.24% | 0.27% | 592 | +791 | 6.03% | Q4 2025 | Feb 11, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 13,809 | 667 | 0.04% | 0.02% | 593 | +8,490 | 159.62% | Q4 2025 | Feb 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 13,767 | 665 | 0.07% | 0.08% | 594 | -1,948 | -12.4% | Q4 2025 | Feb 18, 2026 |
| One Capital Management, LLC | History | New | 13,713 | 662 | 0.02% | — | 595 | +13,713 | New | Q4 2025 | Feb 10, 2026 |
| Blueprint Investment Partners LLC | History | New | 13,601 | 657 | 0.07% | — | 596 | +13,601 | New | Q4 2025 | Feb 17, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 13,536 | 654 | 0.16% | 0.06% | 597 | +8,600 | 174.23% | Q4 2025 | Feb 02, 2026 |
| Capasso Planning Partners LLC | History | New | 13,435 | 649 | 0.36% | — | 598 | +13,435 | New | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 13,408 | 647 | 0.0% | 0.0% | 599 | -260 | -1.9% | Q4 2025 | Feb 17, 2026 |
| Blueprint Financial Advisors LLC | History | New | 13,363 | 645 | 0.1% | — | 600 | +13,363 | New | Q4 2025 | Feb 13, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 13,342 | 644 | 0.14% | 0.15% | 601 | +46 | 0.35% | Q4 2025 | Jan 23, 2026 |
| Essential Planning, LLC. | History | Reduced | 13,319 | 643 | 0.21% | 0.41% | 602 | -10,791 | -44.76% | Q4 2025 | Jan 15, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 13,190 | 637 | 0.19% | 0.2% | 603 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 13,178 | 636 | 0.06% | 0.06% | 604 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 13,147 | 635 | 0.01% | 0.01% | 605 | +5,237 | 66.21% | Q4 2025 | Feb 17, 2026 |
| Balefire, LLC | History | Added to | 13,037 | 629 | 0.12% | 0.13% | 606 | +343 | 2.7% | Q4 2025 | Jan 12, 2026 |
| IFG Advisory, LLC | History | Added to | 13,005 | 628 | 0.03% | 0.02% | 607 | +4,361 | 50.45% | Q4 2025 | Feb 10, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 12,960 | 626 | 0.1% | 0.11% | 608 | +57 | 0.44% | Q4 2025 | Feb 04, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 12,931 | 624 | 0.08% | 0.1% | 609 | -1,447 | -10.06% | Q4 2025 | Jan 15, 2026 |
| Hardworking Capital Advisors, LLC | History | New | 12,728 | 615 | 0.56% | — | 610 | +12,728 | New | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 12,543 | 606 | 0.01% | 0.02% | 611 | -19,276 | -60.58% | Q4 2025 | Feb 02, 2026 |
| Embree Financial Group | History | Added to | 12,479 | 602 | 0.07% | 0.06% | 613 | +3,526 | 39.38% | Q4 2025 | Jan 14, 2026 |
| Darden Wealth Group Inc | History | Added to | 12,477 | 602 | 0.29% | 0.32% | 612 | +4 | 0.03% | Q4 2025 | Feb 09, 2026 |
| StoneX Group Inc. | History | Reduced | 12,419 | 600 | 0.03% | 0.12% | 614 | -41,246 | -76.86% | Q4 2025 | Feb 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 12,345 | 596 | 0.03% | 0.03% | 615 | -571 | -4.42% | Q4 2025 | Jan 12, 2026 |
| Chicago Capital, LLC | History | No change | 12,295 | 594 | 0.01% | 0.01% | 616 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 12,083 | 583 | 0.01% | 0.1% | 617 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 12,048 | 582 | 0.02% | 0.02% | 618 | -30 | -0.25% | Q4 2025 | Jan 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 12,000 | 579 | 0.01% | 0.01% | 619 | +3,328 | 38.38% | Q4 2025 | Jan 30, 2026 |
| WealthCollab, LLC | History | No change | 11,955 | 577 | 0.24% | 0.27% | 620 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 11,864 | 573 | 0.04% | 0.02% | 621 | +6,428 | 118.25% | Q4 2025 | Feb 03, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 11,857 | 572 | 0.08% | 0.06% | 622 | +3,429 | 40.69% | Q4 2025 | Jan 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 11,808 | 570 | 0.06% | 0.09% | 623 | -4,705 | -28.49% | Q4 2025 | Jan 28, 2026 |
| EVERETT HARRIS & CO /CA/ | History | New | 11,756 | 568 | 0.01% | — | 624 | +11,756 | New | Q4 2025 | Feb 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 11,698 | 565 | 0.01% | 0.01% | 625 | +2,412 | 25.97% | Q4 2025 | Feb 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 11,688 | 564 | 0.03% | 0.03% | 626 | +1,094 | 10.33% | Q4 2025 | Feb 04, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 11,546 | 557 | 0.12% | 0.06% | 627 | +7,225 | 167.21% | Q4 2025 | Feb 02, 2026 |
| J.M. Arbour, LLC | History | New | 11,497 | 555 | 0.55% | — | 630 | +11,497 | New | Q4 2025 | Jan 26, 2026 |
| Ramiah Investment Group | History | New | 11,489 | 555 | 0.54% | — | 628 | +11,489 | New | Q4 2025 | Jan 28, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 11,448 | 555 | 0.03% | 0.04% | 629 | -2,055 | -15.22% | Q4 2025 | Jan 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 11,451 | 553 | 0.03% | 0.03% | 631 | -1,174 | -9.3% | Q4 2025 | Feb 13, 2026 |
| Elequin Capital, LP | History | New | 11,439 | 552 | 0.04% | — | 632 | +11,439 | New | Q4 2025 | Feb 17, 2026 |
| City Center Advisors, LLC | History | Added to | 11,436 | 552 | 0.51% | 0.39% | 633 | +3,388 | 42.1% | Q4 2025 | Jan 05, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 11,387 | 550 | 0.22% | 0.12% | 634 | +5,993 | 111.1% | Q4 2025 | Jan 26, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 11,358 | 548 | 0.02% | 0.02% | 635 | +462 | 4.24% | Q4 2025 | Jan 29, 2026 |
| Everest Management Corp. | History | Added to | 11,239 | 543 | 0.3% | 0.34% | 636 | +357 | 3.28% | Q4 2025 | Feb 02, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 11,171 | 539 | 0.11% | 0.18% | 637 | -7,006 | -38.54% | Q4 2025 | Feb 12, 2026 |
| Archer Investment Corp | History | Reduced | 11,169 | 539 | 0.12% | 0.15% | 638 | -1,871 | -14.35% | Q4 2025 | Jan 30, 2026 |
| Xena Financial Planning, LLC | History | New | 11,021 | 532 | 0.62% | — | 639 | +11,021 | New | Q4 2025 | Jan 15, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 11,003 | 531 | 0.16% | 0.08% | 640 | +6,115 | 125.1% | Q4 2025 | Feb 11, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 10,897 | 526 | 0.21% | 0.15% | 642 | +3,785 | 53.22% | Q4 2025 | Jan 22, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 10,894 | 526 | 0.02% | 0.03% | 641 | -2,021 | -15.65% | Q4 2025 | Feb 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 10,868 | 525 | 0.02% | 0.02% | 643 | -196 | -1.77% | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 10,822 | 522 | 0.01% | 0.01% | 644 | -42 | -0.39% | Q4 2025 | Feb 17, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 10,793 | 521 | 0.09% | 0.2% | 645 | -11,552 | -51.7% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 10,716 | 517 | 0.0% | 0.0% | 646 | +5,677 | 112.66% | Q4 2025 | Feb 17, 2026 |
| LAM GROUP, INC. | History | Reduced | 10,645 | 514 | 0.29% | 0.5% | 647 | -5,645 | -34.65% | Q4 2025 | Jan 23, 2026 |
| SPINNAKER TRUST | History | Added to | 10,627 | 513 | 0.03% | 0.02% | 648 | +2,279 | 27.3% | Q4 2025 | Feb 10, 2026 |
| Focus Financial Network, Inc. | History | Added to | 10,619 | 513 | 0.02% | 0.02% | 650 | +799 | 8.14% | Q4 2025 | Jan 12, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 10,594 | 513 | 0.07% | 0.08% | 649 | -430 | -3.9% | Q4 2025 | Feb 04, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 10,541 | 509 | 0.05% | 0.06% | 651 | -1,198 | -10.21% | Q4 2025 | Jan 26, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 10,532 | 508 | 0.04% | 0.04% | 653 | +133 | 1.28% | Q4 2025 | Jan 07, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 10,526 | 508 | 0.07% | 0.07% | 652 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| WESBANCO BANK INC | History | Added to | 10,484 | 506 | 0.01% | 0.01% | 654 | +1,576 | 17.69% | Q4 2025 | Feb 03, 2026 |
| REAP Financial Group, LLC | History | Reduced | 10,465 | 505 | 0.1% | 0.13% | 656 | -1,581 | -13.12% | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | Added to | 10,252 | 505 | 0.0% | 0.0% | 655 | +1,246 | 13.84% | Q4 2025 | Feb 10, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 10,401 | 502 | 0.05% | 0.05% | 657 | -192 | -1.81% | Q4 2025 | Jan 27, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 10,333 | 499 | 0.11% | 0.1% | 658 | +1,098 | 11.89% | Q4 2025 | Jan 13, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 10,309 | 498 | 0.31% | 0.3% | 659 | +392 | 3.95% | Q4 2025 | Feb 23, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 10,305 | 497 | 0.1% | 0.11% | 660 | -94 | -0.9% | Q4 2025 | Feb 03, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 10,270 | 496 | 0.11% | 0.11% | 661 | +426 | 4.33% | Q4 2025 | Jan 29, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 10,253 | 495 | 0.13% | — | 662 | +10,253 | New | Q4 2025 | Feb 09, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 10,183 | 492 | 0.42% | — | 663 | +10,183 | New | Q4 2025 | Feb 09, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 10,152 | 490 | 0.04% | 0.03% | 664 | +221 | 2.23% | Q4 2025 | Feb 17, 2026 |
| Coastline Trust Co | History | Reduced | 10,081 | 487 | 0.05% | 0.06% | 665 | -425 | -4.05% | Q4 2025 | Jan 05, 2026 |
| Vestment Financial LLC | History | New | 9,999 | 485 | 0.25% | — | 668 | +9,999 | New | Q4 2025 | Jan 23, 2026 |
| Transcendent Capital Group LLC | History | Added to | 10,053 | 485 | 0.22% | 0.17% | 667 | +2,525 | 33.54% | Q4 2025 | Jan 26, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 10,047 | 485 | 0.07% | 0.07% | 666 | +375 | 3.88% | Q4 2025 | Feb 09, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 9,946 | 480 | 0.2% | 0.19% | 670 | +1,000 | 11.18% | Q4 2025 | Jan 22, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 9,935 | 480 | 0.03% | 0.03% | 669 | +182 | 1.87% | Q4 2025 | Feb 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 9,837 | 477 | 0.05% | 0.07% | 671 | -3,586 | -26.72% | Q4 2025 | Jan 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 9,844 | 475 | 0.01% | 0.01% | 672 | +879 | 9.8% | Q4 2025 | Feb 02, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 9,772 | 472 | 0.07% | 0.09% | 673 | -857 | -8.06% | Q4 2025 | Jan 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 9,752 | 471 | 0.01% | 0.01% | 674 | +3,333 | 51.92% | Q4 2025 | Feb 19, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 9,735 | 470 | 0.08% | 0.09% | 675 | -410 | -4.04% | Q4 2025 | Feb 02, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 9,635 | 467 | 0.01% | 0.02% | 676 | -65 | -0.67% | Q4 2025 | Jan 23, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 9,518 | 459 | 0.03% | 0.04% | 677 | -236 | -2.42% | Q4 2025 | Jan 28, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 9,472 | 457 | 0.25% | 0.24% | 678 | +1,086 | 12.95% | Q4 2025 | Jan 30, 2026 |
| Diesslin Group, Inc. | History | New | 9,448 | 456 | 0.18% | — | 681 | +9,448 | New | Q4 2025 | Feb 25, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 9,448 | 456 | 0.15% | 0.11% | 680 | +2,916 | 44.64% | Q4 2025 | Feb 06, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 9,445 | 456 | 0.02% | 0.02% | 679 | +85 | 0.91% | Q4 2025 | Feb 13, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 9,346 | 451 | 0.26% | 0.24% | 682 | +950 | 11.31% | Q4 2025 | Jan 21, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 9,286 | 448 | 0.01% | 0.01% | 683 | -1,497 | -13.88% | Q4 2025 | Feb 17, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 9,239 | 446 | 0.05% | 0.08% | 684 | -33,097 | -78.18% | Q4 2025 | Jan 13, 2026 |
| Courage Miller Partners, LLC | History | Added to | 9,129 | 441 | 0.13% | 0.12% | 685 | +979 | 12.01% | Q4 2025 | Jan 26, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 9,078 | 438 | 0.03% | 0.03% | 686 | +80 | 0.89% | Q4 2025 | Jan 29, 2026 |
| Lynx Investment Advisory | History | Added to | 8,953 | 432 | 0.24% | 0.22% | 687 | +1,507 | 20.24% | Q4 2025 | Feb 05, 2026 |
| Neuberger Berman Group LLC | History | No change | 8,908 | 430 | 0.0% | 0.0% | 688 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WoodTrust Financial Corp | History | Added to | 8,857 | 428 | 0.05% | 0.04% | 689 | +2,445 | 38.13% | Q4 2025 | Jan 30, 2026 |
| Valeo Financial Advisors, LLC | History | New | 8,841 | 427 | 0.01% | — | 690 | +8,841 | New | Q4 2025 | Feb 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 8,810 | 425 | 0.02% | 0.01% | 691 | +4,511 | 104.93% | Q4 2025 | Feb 17, 2026 |
| Applied Capital LLC | History | Reduced | 8,807 | 425 | 0.16% | 0.18% | 692 | -161 | -1.8% | Q4 2025 | Jan 16, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | New | 8,605 | 415 | 0.21% | — | 693 | +8,605 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 8,412 | 406 | 0.0% | 0.0% | 694 | -4,883 | -36.73% | Q4 2025 | Feb 12, 2026 |
| Family CFO Inc | History | New | 8,393 | 405 | 0.18% | — | 695 | +8,393 | New | Q4 2025 | Jan 23, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 8,352 | 403 | 0.16% | 0.24% | 696 | -2,234 | -21.1% | Q4 2025 | Jan 15, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 8,327 | 402 | 0.16% | 0.15% | 697 | +153 | 1.87% | Q4 2025 | Jan 30, 2026 |
| American Financial Advisors, LLC | History | Reduced | 8,313 | 401 | 0.05% | 0.08% | 698 | -4,619 | -35.72% | Q4 2025 | Feb 03, 2026 |
| Oceanside Advisors LLC | History | Added to | 8,300 | 401 | 0.24% | 0.25% | 699 | +163 | 2.0% | Q4 2025 | Jan 26, 2026 |
| Eaton-Cambridge Inc. | History | New | 8,290 | 400 | 0.13% | — | 700 | +8,290 | New | Q4 2025 | Feb 13, 2026 |
| Pacific Park Financial, Inc. | History | New | 8,279 | 400 | 0.25% | — | 701 | +8,279 | New | Q4 2025 | Jan 30, 2026 |
| Meadowbrook Advisors Group, LLC | History | New | 8,234 | 397 | 0.22% | — | 702 | +8,234 | New | Q4 2025 | Mar 11, 2026 |
| Elk River Wealth Management LLC | History | No change | 8,182 | 395 | 0.06% | 0.06% | 703 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 8,161 | 394 | 0.02% | 0.05% | 704 | -7,295 | -47.2% | Q4 2025 | Jan 28, 2026 |
| BAYBAN | History | New | 8,128 | 392 | 0.35% | — | 707 | +8,128 | New | Q4 2025 | Mar 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 8,122 | 392 | 0.01% | 0.01% | 706 | +3,758 | 86.11% | Q4 2025 | Feb 09, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 8,080 | 392 | 0.33% | 0.32% | 705 | +113 | 1.42% | Q4 2025 | Jan 28, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 8,094 | 391 | 0.05% | — | 708 | +8,094 | New | Q4 2025 | Jan 26, 2026 |
| Private Wealth Management Group, LLC | History | No change | 8,112 | 391 | 0.1% | 0.11% | 709 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aprio Wealth Management, LLC | History | New | 8,069 | 389 | 0.02% | — | 710 | +8,069 | New | Q4 2025 | Jan 29, 2026 |
| National Wealth Management Group, LLC | History | Reduced | 8,056 | 389 | 0.13% | 0.26% | 711 | -5,684 | -41.37% | Q4 2025 | Jan 12, 2026 |
| Mallini Complete Financial Planning LLC | History | Reduced | 8,047 | 388 | 0.31% | 0.44% | 712 | -2,912 | -26.57% | Q4 2025 | Jan 06, 2026 |
| One Day In July LLC | History | New | 7,940 | 383 | 0.03% | — | 713 | +7,940 | New | Q4 2025 | Feb 04, 2026 |
| CAP Partners, LLC | History | Added to | 7,850 | 379 | 0.21% | 0.18% | 715 | +1,289 | 19.65% | Q4 2025 | Feb 04, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 7,854 | 379 | 0.02% | 0.02% | 714 | +974 | 14.16% | Q4 2025 | Feb 11, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 7,824 | 378 | 0.13% | 0.13% | 716 | -26 | -0.33% | Q4 2025 | Jan 28, 2026 |
| Rede Wealth, LLC | History | New | 7,817 | 377 | 0.13% | — | 718 | +7,817 | New | Q4 2025 | Jan 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 7,804 | 377 | 0.01% | 0.01% | 719 | +3,613 | 86.21% | Q4 2025 | Jan 29, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 7,820 | 377 | 0.03% | 0.03% | 717 | +2 | 0.03% | Q4 2025 | Feb 04, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 7,754 | 376 | 0.2% | 0.27% | 720 | -4,799 | -38.23% | Q4 2025 | Jan 13, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Reduced | 7,762 | 375 | 0.28% | 0.31% | 721 | -222 | -2.78% | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 7,741 | 374 | 0.0% | 0.0% | 722 | -228 | -2.86% | Q4 2025 | Feb 09, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 7,724 | 373 | 0.02% | 0.02% | 723 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 7,715 | 372 | 0.1% | 0.12% | 724 | -992 | -11.39% | Q4 2025 | Jan 07, 2026 |
| American Investment Services, Inc. | History | Reduced | 7,679 | 371 | 0.09% | 0.1% | 725 | -1,130 | -12.83% | Q4 2025 | Feb 13, 2026 |
| Archer Investment Management, LLC | History | New | 7,588 | 366 | 0.2% | — | 726 | +7,588 | New | Q4 2025 | Jan 12, 2026 |
| Simmons Bank | History | Reduced | 7,559 | 365 | 0.02% | 0.03% | 727 | -774 | -9.29% | Q4 2025 | Feb 05, 2026 |
| MAYPORT, LLC | History | Reduced | 7,515 | 363 | 0.07% | 0.15% | 728 | -6,399 | -45.99% | Q4 2025 | Jan 21, 2026 |
| Oak Harvest Investment Services | History | Added to | 7,482 | 361 | 0.04% | 0.03% | 729 | +1,691 | 29.2% | Q4 2025 | Jan 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 7,453 | 360 | 0.02% | 0.01% | 730 | +3,547 | 90.81% | Q4 2025 | Jan 15, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 7,454 | 360 | 0.1% | 0.1% | 731 | -159 | -2.09% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 7,436 | 359 | 0.01% | 0.02% | 732 | -4,508 | -37.74% | Q4 2025 | Jan 07, 2026 |
| DUTCH ASSET Corp | History | New | 7,347 | 355 | 0.27% | — | 735 | +7,347 | New | Q4 2025 | Mar 11, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 7,347 | 355 | 0.13% | 0.12% | 733 | -198 | -2.62% | Q4 2025 | Feb 03, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 7,362 | 355 | 0.13% | 0.14% | 734 | +68 | 0.93% | Q4 2025 | Jan 21, 2026 |
| Kelly Financial Services LLC | History | Added to | 7,263 | 350 | 0.09% | 0.09% | 736 | +129 | 1.81% | Q4 2025 | Jan 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 7,236 | 349 | 0.0% | 0.0% | 737 | +1,304 | 21.98% | Q4 2025 | Jan 12, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 7,224 | 349 | 0.36% | 0.28% | 739 | +617 | 9.34% | Q4 2025 | Jan 16, 2026 |
| LIBRA WEALTH LLC | History | No change | 7,236 | 349 | 0.1% | 0.11% | 738 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PACK Private Wealth, LLC | History | Added to | 7,217 | 348 | 0.16% | 0.17% | 740 | +68 | 0.95% | Q4 2025 | Feb 17, 2026 |
| MainStreet Investment Advisors LLC | History | No change | 7,200 | 347 | 0.05% | 0.05% | 741 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 7,180 | 346 | 0.02% | 0.07% | 742 | -19,071 | -72.65% | Q4 2025 | Jan 12, 2026 |
| Rossby Financial, LCC | History | Added to | 7,127 | 344 | 0.11% | 0.11% | 744 | +331 | 4.87% | Q4 2025 | Feb 12, 2026 |
| Berger Financial Group, Inc | History | Reduced | 7,124 | 344 | 0.02% | 0.02% | 743 | -111 | -1.53% | Q4 2025 | Jan 27, 2026 |
| Zhang Financial LLC | History | Added to | 7,096 | 342 | 0.01% | 0.01% | 745 | +946 | 15.38% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 7,068 | 341 | 0.01% | 0.02% | 746 | -11,413 | -61.76% | Q4 2025 | Jan 14, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 7,069 | 341 | 0.12% | 0.13% | 747 | +194 | 2.82% | Q4 2025 | Jan 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 7,045 | 340 | 0.01% | — | 748 | +7,045 | New | Q4 2025 | Feb 18, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 7,039 | 340 | 0.01% | 0.01% | 749 | +427 | 6.46% | Q4 2025 | Jan 23, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 7,035 | 339 | 0.04% | — | 750 | +7,035 | New | Q4 2025 | Feb 04, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 7,048 | 338 | 0.03% | 0.03% | 752 | +327 | 4.87% | Q4 2025 | Jan 30, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 7,000 | 338 | 0.1% | 0.11% | 751 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 6,989 | 337 | 0.06% | 0.06% | 754 | -652 | -8.53% | Q4 2025 | Jan 07, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 6,981 | 337 | 0.01% | 0.02% | 753 | -510 | -6.81% | Q4 2025 | Feb 11, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 6,973 | 336 | 0.08% | 0.08% | 755 | +69 | 1.0% | Q4 2025 | Feb 17, 2026 |
| Northwest Capital Management Inc | History | Reduced | 6,952 | 335 | 1.45% | 0.74% | 756 | -7,276 | -51.14% | Q4 2025 | Jan 26, 2026 |
| Ballast, Inc. | History | New | 6,953 | 335 | 0.08% | — | 757 | +6,953 | New | Q4 2025 | Feb 03, 2026 |
| Charles Schwab Trust Co | History | Added to | 6,936 | 335 | 0.02% | 0.02% | 758 | +426 | 6.54% | Q4 2025 | Jan 09, 2026 |
| Innova Wealth Partners | History | No change | 6,920 | 334 | 0.17% | 0.18% | 759 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Signet Private Wealth LLC | History | New | 6,875 | 332 | 0.32% | — | 760 | +6,875 | New | Q4 2025 | Feb 11, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 6,782 | 327 | 0.13% | 0.14% | 761 | +116 | 1.74% | Q4 2025 | Jan 14, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 6,747 | 326 | 0.19% | 0.2% | 762 | +699 | 11.56% | Q4 2025 | Feb 04, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 6,753 | 326 | 0.06% | 0.07% | 763 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Torrey-Payne Wealth Management, LLC | History | New | 6,670 | 323 | 0.29% | — | 764 | +6,670 | New | Q4 2025 | Feb 19, 2026 |
| CENTRAL TRUST Co | History | Reduced | 6,653 | 321 | 0.01% | 0.01% | 765 | -720 | -9.77% | Q4 2025 | Feb 02, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 6,636 | 320 | 0.03% | 0.03% | 766 | +2 | 0.03% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 6,583 | 318 | 0.0% | 0.0% | 767 | +59 | 0.9% | Q4 2025 | Feb 09, 2026 |
| Carroll Advisory Group, LLC | History | New | 6,577 | 317 | 0.14% | — | 769 | +6,577 | New | Q4 2025 | Feb 09, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 6,578 | 317 | 0.01% | 0.0% | 768 | +41 | 0.63% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 6,488 | 313 | 0.01% | 0.0% | 770 | +3,411 | 110.85% | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 6,373 | 311 | 0.1% | 0.03% | 771 | +4,882 | 327.43% | Q4 2025 | Feb 10, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 6,422 | 310 | 0.37% | 0.37% | 772 | +175 | 2.8% | Q4 2025 | Feb 17, 2026 |
| Parsonex Advisory Services, Inc. | History | Added to | 6,397 | 309 | 0.2% | 0.21% | 773 | +72 | 1.14% | Q4 2025 | Feb 12, 2026 |
| Concorde Asset Management, LLC | History | Added to | 6,377 | 308 | 0.12% | 0.09% | 774 | +2,097 | 49.0% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 6,338 | 306 | 0.09% | 0.09% | 775 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 6,318 | 305 | 0.0% | 0.0% | 776 | -2,729 | -30.16% | Q4 2025 | Feb 12, 2026 |
| Fjell Capital, LLC | History | New | 6,299 | 304 | 0.23% | — | 777 | +6,299 | New | Q4 2025 | Jan 12, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 6,286 | 303 | 0.1% | 0.12% | 778 | -108 | -1.69% | Q4 2025 | Jan 08, 2026 |
| Phil A. Younker & Associates, Ltd. | History | No change | 6,250 | 302 | 0.21% | 0.24% | 779 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Independent Wealth Network Inc. | History | Added to | 6,242 | 301 | 0.09% | 0.09% | 780 | +712 | 12.88% | Q4 2025 | Jan 26, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | New | 6,146 | 296 | 0.01% | — | 781 | +6,146 | New | Q4 2025 | Feb 13, 2026 |
| Shared Vision Wealth Group LLC | History | New | 6,102 | 296 | 0.12% | — | 783 | +6,102 | New | Q4 2025 | Feb 11, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 6,143 | 296 | 0.13% | 0.14% | 784 | +291 | 4.97% | Q4 2025 | Feb 10, 2026 |
| VERITY Wealth Advisors | History | Added to | 6,131 | 296 | 0.18% | 0.19% | 782 | +3 | 0.05% | Q4 2025 | Jan 07, 2026 |
| Texas Yale Capital Corp. | History | Added to | 6,100 | 294 | 0.01% | 0.01% | 785 | +100 | 1.67% | Q4 2025 | Feb 10, 2026 |
| Aspect Partners, LLC | History | Added to | 6,085 | 294 | 0.13% | 0.14% | 787 | +17 | 0.28% | Q4 2025 | Jan 23, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 6,091 | 294 | 0.05% | 0.05% | 786 | +12 | 0.2% | Q4 2025 | Jan 22, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 6,052 | 292 | 0.14% | 4.22% | 793 | -332,713 | -98.21% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Management, LLC | History | New | 6,057 | 292 | 0.01% | — | 788 | +6,057 | New | Q4 2025 | Feb 04, 2026 |
| Root Financial Partners, LLC | History | Reduced | 6,063 | 292 | 0.01% | 0.02% | 791 | -1,138 | -15.8% | Q4 2025 | Feb 10, 2026 |
| Keystone Financial Group | History | Reduced | 6,044 | 292 | 0.02% | 0.02% | 789 | -25 | -0.41% | Q4 2025 | Feb 06, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 6,055 | 292 | 0.1% | 0.11% | 790 | -17 | -0.28% | Q4 2025 | Feb 03, 2026 |
| Hardin Capital Partners, LLC | History | No change | 6,048 | 292 | 0.14% | 0.16% | 792 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| WASHINGTON TRUST BANK | History | No change | 6,000 | 289 | 0.02% | 0.02% | 794 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | New | 5,965 | 288 | 0.05% | — | 795 | +5,965 | New | Q4 2025 | Feb 12, 2026 |
| Capital Management Associates, Inc | History | New | 5,962 | 288 | 0.06% | — | 796 | +5,962 | New | Q4 2025 | Jan 21, 2026 |
| BluePrint Investing LLC | History | New | 5,924 | 286 | 0.23% | — | 798 | +5,924 | New | Q4 2025 | Feb 05, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 5,921 | 286 | 0.04% | 0.07% | 797 | -2,962 | -33.34% | Q4 2025 | Feb 10, 2026 |
| Patten Group, Inc. | History | Added to | 5,902 | 285 | 0.05% | 0.05% | 799 | +826 | 16.27% | Q4 2025 | Jan 23, 2026 |
| Canal Capital Management, LLC | History | Added to | 5,891 | 284 | 0.04% | 0.04% | 800 | +80 | 1.38% | Q4 2025 | Jan 06, 2026 |