iSHARES TRUST - MTUM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 800 of
1,116 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,883,307 | 1,973,270 | 0.59% | 0.46% | 1 | +1,689,334 | 27.27% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,824,890 | 1,958,649 | 2.99% | 3.25% | 2 | +229,850 | 3.03% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Added to | 4,757,272 | 1,190,792 | 0.06% | 0.05% | 3 | +694,166 | 17.08% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 3,291,857 | 823,984 | 0.23% | 0.2% | 4 | +652,414 | 24.72% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,215,974 | 804,990 | 0.25% | 0.25% | 5 | +152,723 | 4.99% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | Reduced | 2,854,620 | 714,540 | 0.04% | 0.05% | 6 | -405,656 | -12.44% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 1,596,442 | 399,605 | 0.01% | 0.01% | 7 | +337,148 | 26.77% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Added to | 1,502,409 | 376,067 | 0.77% | 0.81% | 8 | +37,278 | 2.54% | Q4 2025 | Jan 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,375,417 | 344,130 | 0.08% | 0.08% | 9 | +53,534 | 4.05% | Q4 2025 | Feb 17, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 1,287,290 | 322,221 | 1.57% | 1.51% | 10 | +63,800 | 5.21% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,258,817 | 315,094 | 0.02% | 0.02% | 11 | +19,817 | 1.6% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 1,242,390 | 310,982 | 3.51% | 3.26% | 12 | +108,825 | 9.6% | Q4 2025 | Jan 16, 2026 |
| Cerity Partners LLC | History | Added to | 1,156,354 | 289,447 | 0.42% | 0.48% | 13 | +4,402 | 0.38% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,151,084 | 288,128 | 0.02% | 0.01% | 14 | +280,192 | 32.17% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 1,141,425 | 285,710 | 0.77% | 0.7% | 15 | +230,310 | 25.28% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 981,507 | 253,416 | 0.34% | 0.39% | 16 | -19,753 | -1.97% | Q4 2025 | Jan 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 974,177 | 243,846 | 4.34% | 5.29% | 17 | -56,543 | -5.49% | Q4 2025 | Jan 16, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,048,917 | 222,287 | 0.3% | 0.29% | 18 | +1,332,181 | 185.87% | Q4 2025 | Mar 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 844,667 | 211,428 | 0.04% | 0.04% | 19 | -21,178 | -2.45% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 773,553 | 193,628 | 0.03% | 0.03% | 20 | +15,191 | 2.0% | Q4 2025 | Jan 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 721,042 | 180,483 | 0.63% | 0.44% | 21 | +256,639 | 55.26% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 711,023 | 177,976 | 1.51% | 1.05% | 22 | +187,155 | 35.73% | Q4 2025 | Jan 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 694,449 | 173,827 | 0.42% | 0.43% | 23 | +63,584 | 10.08% | Q4 2025 | Feb 13, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 676,461 | 169,324 | 3.74% | 3.88% | 24 | +12,400 | 1.87% | Q4 2025 | Jan 07, 2026 |
| Cetera Investment Advisers | History | Added to | 607,290 | 152,010 | 0.17% | 0.15% | 25 | +119,528 | 24.51% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 572,521 | 143,308 | 0.33% | 0.25% | 26 | +154,687 | 37.02% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 503,559 | 126,045 | 0.07% | 0.08% | 27 | -5,144 | -1.01% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Added to | 502,952 | 125,893 | 0.06% | 0.03% | 28 | +203,562 | 67.99% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 480,829 | 120,357 | 0.02% | — | 29 | +480,829 | New | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 427,052 | 106,895 | 0.61% | 0.71% | 30 | -30,455 | -6.66% | Q4 2025 | Feb 10, 2026 |
| Symmetry Partners, LLC | History | Added to | 416,566 | 104,270 | 6.17% | 6.77% | 31 | +174,074 | 71.79% | Q4 2025 | Jan 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 406,692 | 101,799 | 0.14% | 0.12% | 32 | +46,310 | 12.85% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 402,995 | 100,873 | 0.99% | 0.71% | 33 | +132,109 | 48.77% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 400,402 | 100,224 | 1.31% | 0.96% | 34 | +143,329 | 55.75% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 384,273 | 96,187 | 0.02% | 0.01% | 35 | +153,571 | 66.57% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 376,094 | 94,140 | 0.34% | 0.26% | 36 | +155,943 | 70.83% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 369,836 | 92,573 | 0.01% | 0.02% | 37 | -369,297 | -49.96% | Q4 2025 | Mar 25, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 364,221 | 91,168 | 0.06% | 0.05% | 38 | +68,443 | 23.14% | Q4 2025 | Feb 10, 2026 |
| Arizona PSPRS Trust | History | Added to | 361,051 | 90,374 | 3.33% | 3.12% | 39 | +974 | 0.27% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 341,876 | 85,658 | 0.13% | 0.15% | 40 | -97,349 | -22.16% | Q4 2025 | Feb 17, 2026 |
| High Probability Advisors, LLC | History | Added to | 321,764 | 80,540 | 10.74% | 11.2% | 41 | +3,326 | 1.04% | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 315,235 | 78,907 | 0.07% | 0.06% | 42 | +69,000 | 28.02% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 311,428 | 77,953 | 0.04% | 0.04% | 43 | +55,168 | 21.53% | Q4 2025 | Feb 10, 2026 |
| Foster Group, Inc. | History | Added to | 308,335 | 77,179 | 2.33% | 2.42% | 44 | +7,094 | 2.35% | Q4 2025 | Jan 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 303,634 | 76,002 | 0.61% | 0.38% | 45 | +143,026 | 89.05% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 300,198 | 75,142 | 0.01% | 0.02% | 46 | -225,287 | -42.87% | Q4 2025 | Feb 17, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 299,146 | 74,879 | 12.49% | 16.93% | 47 | -105,064 | -25.99% | Q4 2025 | Feb 10, 2026 |
| JB Capital LLC | History | Added to | 276,924 | 69,316 | 2.83% | 1.85% | 48 | +109,347 | 65.25% | Q4 2025 | Jan 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 233,841 | 58,532 | 0.32% | 0.18% | 49 | +76,054 | 48.2% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 225,479 | 56,439 | 0.11% | 0.06% | 50 | +101,589 | 82.0% | Q4 2025 | Feb 17, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 222,511 | 56,404 | 2.6% | 2.82% | 51 | +3,289 | 1.5% | Q4 2025 | Feb 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 212,205 | 53,116 | 0.32% | 0.24% | 52 | +82,567 | 63.69% | Q4 2025 | Feb 17, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 212,122 | 53,096 | 8.92% | 9.21% | 53 | +1,016 | 0.48% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 206,813 | 51,767 | 0.14% | 0.15% | 54 | -4,941 | -2.33% | Q4 2025 | Feb 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 193,003 | 48,310 | 0.17% | 0.18% | 55 | -3,937 | -2.0% | Q4 2025 | Jan 30, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 188,869 | 47,275 | 1.98% | 1.04% | 56 | +95,544 | 102.38% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 177,954 | 44,543 | 0.03% | 0.03% | 57 | +15,816 | 9.75% | Q4 2025 | Feb 17, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 175,897 | 44,028 | 2.96% | 3.11% | 58 | +5,057 | 2.96% | Q4 2025 | Jan 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 166,692 | 41,724 | 0.36% | 0.34% | 59 | +15,382 | 10.17% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 159,598 | 39,948 | 0.05% | 0.04% | 60 | +35,158 | 28.25% | Q4 2025 | Feb 02, 2026 |
| Lido Advisors, LLC | History | Reduced | 153,067 | 39,253 | 0.12% | 0.12% | 61 | -554 | -0.36% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 155,060 | 38,813 | 0.07% | 0.03% | 62 | +99,148 | 177.33% | Q4 2025 | Mar 16, 2026 |
| Sanchez Wealth Management Group | History | Added to | 151,553 | 37,935 | 8.11% | 6.65% | 63 | +34,808 | 29.82% | Q4 2025 | Feb 04, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 145,047 | 36,306 | 0.01% | 0.01% | 64 | -150,153 | -50.86% | Q4 2025 | Feb 17, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 140,424 | 35,149 | 12.86% | 13.56% | 65 | +2,568 | 1.86% | Q4 2025 | Feb 06, 2026 |
| Kestra Investment Management, LLC | History | Added to | 139,788 | 34,990 | 0.86% | 0.87% | 66 | +13,653 | 10.82% | Q4 2025 | Feb 09, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 139,337 | 34,877 | 1.57% | 1.64% | 67 | +4,678 | 3.47% | Q4 2025 | Jan 14, 2026 |
| Atria Investments, Inc | History | Added to | 134,753 | 33,730 | 0.38% | 0.29% | 68 | +36,422 | 37.04% | Q4 2025 | Feb 05, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 133,839 | 33,501 | 2.15% | 2.34% | 69 | -651 | -0.48% | Q4 2025 | Jan 20, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 133,688 | 33,463 | 1.25% | 0.3% | 70 | +115,746 | 645.11% | Q4 2025 | Feb 04, 2026 |
| Apella Capital, LLC | History | Reduced | 132,937 | 33,275 | 0.66% | 0.86% | 71 | -19,653 | -12.88% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 130,140 | 32,575 | 0.19% | 0.15% | 72 | +38,545 | 42.08% | Q4 2025 | Jan 26, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 126,674 | 31,707 | 11.73% | 12.57% | 73 | +20 | 0.02% | Q4 2025 | Jan 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 122,528 | 30,670 | 0.36% | 0.31% | 74 | -14,197 | -10.38% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 121,381 | 30,382 | 0.0% | 0.01% | 75 | -45,284 | -27.17% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 120,985 | 30,283 | 0.21% | 0.08% | 76 | +84,483 | 231.45% | Q4 2025 | Feb 18, 2026 |
| M&T BANK CORP | History | Added to | 115,661 | 28,951 | 0.09% | 0.1% | 77 | +4,867 | 4.39% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 105,849 | 26,495 | 0.11% | 0.12% | 78 | +6,042 | 6.05% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 105,097 | 26,306 | 0.37% | 0.35% | 79 | -6,976 | -6.22% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Added to | 102,387 | 25,628 | 0.03% | 0.03% | 80 | +2,640 | 2.65% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 100,538 | 25,165 | 0.03% | 0.02% | 81 | +25,906 | 34.71% | Q4 2025 | Jan 30, 2026 |
| Savvy Advisors, Inc. | History | Added to | 99,237 | 24,839 | 0.8% | 1.11% | 82 | +5,192 | 5.52% | Q4 2025 | Jan 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 98,842 | 24,741 | 0.14% | 0.17% | 83 | -9,704 | -8.94% | Q4 2025 | Feb 03, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 98,828 | 24,737 | 0.04% | 0.04% | 84 | -1,476 | -1.47% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 97,013 | 24,510 | 0.04% | 0.04% | 85 | +8,322 | 9.38% | Q4 2025 | Feb 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 97,688 | 24,452 | 1.46% | 0.81% | 86 | +43,180 | 79.22% | Q4 2025 | Jan 20, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 92,299 | 23,103 | 3.65% | 3.96% | 87 | -2,134 | -2.26% | Q4 2025 | Feb 24, 2026 |
| Meredith Wealth Planning | History | Reduced | 85,048 | 21,288 | 6.34% | 6.94% | 88 | -386 | -0.45% | Q4 2025 | Jan 16, 2026 |
| Convergence Financial, LLC | History | Added to | 83,838 | 20,985 | 3.06% | 3.14% | 89 | +2,178 | 2.67% | Q4 2025 | Feb 11, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 80,650 | 20,187 | 0.53% | 0.45% | 90 | +19,053 | 30.93% | Q4 2025 | Feb 13, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 80,579 | 20,169 | 0.66% | 0.4% | 91 | +33,239 | 70.21% | Q4 2025 | Jan 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 78,330 | 19,606 | 0.09% | 0.09% | 92 | +3,950 | 5.31% | Q4 2025 | Feb 17, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 76,724 | 19,204 | 1.28% | 0.86% | 93 | +26,998 | 54.29% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 75,679 | 18,943 | 0.23% | 0.22% | 94 | -1,345 | -1.75% | Q4 2025 | Feb 02, 2026 |
| Glenview Trust Co | History | Reduced | 74,748 | 18,710 | 0.29% | 0.32% | 95 | -5,061 | -6.34% | Q4 2025 | Feb 09, 2026 |
| Scarborough Advisors, LLC | History | Added to | 74,322 | 18,603 | 3.14% | 2.19% | 96 | +25,818 | 53.23% | Q4 2025 | Feb 17, 2026 |
| Straight Path Wealth Management | History | Added to | 72,195 | 18,071 | 4.87% | 4.83% | 97 | +2,422 | 3.47% | Q4 2025 | Feb 11, 2026 |
| CPC Advisors, LLC | History | Added to | 72,184 | 18,068 | 1.82% | 1.86% | 98 | +3,325 | 4.83% | Q4 2025 | Jan 28, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 70,349 | 17,608 | 6.49% | 6.77% | 99 | -45 | -0.06% | Q4 2025 | Jan 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 69,366 | 17,363 | 0.95% | 1.02% | 100 | -1,176 | -1.67% | Q4 2025 | Feb 13, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Reduced | 69,312 | 17,349 | 3.98% | 4.64% | 101 | -4,486 | -6.08% | Q4 2025 | Feb 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 68,817 | 17,225 | 0.31% | 0.36% | 102 | -2,464 | -3.46% | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 67,631 | 16,928 | 0.09% | 0.08% | 103 | +14,265 | 26.73% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 67,004 | 16,771 | 0.34% | 0.19% | 104 | +35,038 | 109.61% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | Added to | 65,012 | 16,273 | 0.01% | 0.01% | 105 | +22,202 | 51.86% | Q4 2025 | Feb 17, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 64,199 | 16,069 | 1.35% | 1.24% | 106 | -912 | -1.4% | Q4 2025 | Jan 27, 2026 |
| Sharkey, Howes & Javer | History | Added to | 62,466 | 15,635 | 1.99% | 1.29% | 107 | +23,341 | 59.66% | Q4 2025 | Jan 13, 2026 |
| CFO4Life Group, LLC | History | Reduced | 61,225 | 15,325 | 2.18% | 2.35% | 108 | -1,710 | -2.72% | Q4 2025 | Feb 06, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 60,361 | 15,109 | 1.4% | 0.85% | 109 | +25,629 | 73.79% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 59,803 | 14,969 | 0.11% | 0.07% | 110 | +24,689 | 70.31% | Q4 2025 | Feb 12, 2026 |
| INTRUST BANK NA | History | Added to | 59,688 | 14,940 | 1.24% | 1.25% | 111 | +851 | 1.45% | Q4 2025 | Feb 06, 2026 |
| Stone House Investment Management, LLC | History | Added to | 59,042 | 14,778 | 2.29% | 1.67% | 112 | +20,451 | 52.99% | Q4 2025 | Jan 21, 2026 |
| POM Investment Strategies, LLC | History | Added to | 58,100 | 14,542 | 7.48% | 7.59% | 113 | +3,631 | 6.67% | Q4 2025 | Feb 17, 2026 |
| NorthRock Partners, LLC | History | Added to | 57,712 | 14,445 | 0.24% | 0.17% | 114 | +21,672 | 60.13% | Q4 2025 | Feb 17, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 57,464 | 14,383 | 1.84% | 1.65% | 115 | +8,844 | 18.19% | Q4 2025 | Feb 04, 2026 |
| Waverly Advisors, LLC | History | Reduced | 56,167 | 14,059 | 0.11% | 0.15% | 116 | -2,071 | -3.56% | Q4 2025 | Feb 17, 2026 |
| Audent Global Asset Management, LLC | History | Added to | 55,423 | 13,872 | 8.78% | 6.98% | 117 | +17,969 | 47.98% | Q4 2025 | Mar 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 54,022 | 13,522 | 0.18% | 0.1% | 118 | +33,669 | 165.43% | Q4 2025 | Feb 06, 2026 |
| Stokes Family Office, LLC | History | Added to | 53,186 | 13,313 | 1.22% | 0.8% | 119 | +20,207 | 61.27% | Q4 2025 | Feb 18, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 52,991 | 13,264 | 3.1% | 3.3% | 120 | -231 | -0.43% | Q4 2025 | Feb 06, 2026 |
| Well Done, LLC | History | Reduced | 52,761 | 13,206 | 1.97% | 2.33% | 121 | -543 | -1.02% | Q4 2025 | Jan 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 52,168 | 13,058 | 0.15% | 0.19% | 122 | +7,861 | 17.74% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Added to | 51,403 | 12,883 | 0.07% | 0.06% | 123 | +13,061 | 34.06% | Q4 2025 | Feb 17, 2026 |
| Forefront Analytics, LLC | History | Added to | 50,646 | 12,677 | 11.19% | 9.26% | 124 | +13,152 | 35.08% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 50,000 | 12,515 | 0.01% | 0.0% | 125 | +23,400 | 87.97% | Q4 2025 | Feb 17, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 49,633 | 12,423 | 2.36% | 1.63% | 126 | +16,977 | 51.99% | Q4 2025 | Feb 12, 2026 |
| High Falls Advisors, Inc | History | Added to | 49,463 | 12,381 | 2.51% | 1.63% | 127 | +18,668 | 60.62% | Q4 2025 | Feb 18, 2026 |
| Trilogy Capital Inc. | History | Reduced | 45,049 | 11,276 | 0.5% | 0.56% | 128 | -1,955 | -4.16% | Q4 2025 | Jan 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 44,659 | 11,178 | 0.08% | 0.06% | 129 | +11,969 | 36.61% | Q4 2025 | Feb 17, 2026 |
| Opes Wealth Management LLC | History | Added to | 44,032 | 11,021 | 1.8% | 1.94% | 130 | +228 | 0.52% | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 43,126 | 10,794 | 0.01% | 0.02% | 131 | -42,378 | -49.56% | Q4 2025 | Feb 17, 2026 |
| Royal Fund Management, LLC | History | Added to | 43,020 | 10,791 | 0.98% | 0.95% | 132 | +11,925 | 38.35% | Q4 2025 | Jan 15, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 41,119 | 10,505 | 0.26% | 0.28% | 133 | -49 | -0.12% | Q4 2025 | Jan 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 41,613 | 10,416 | 0.5% | 0.2% | 134 | +30,306 | 268.03% | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 41,388 | 10,359 | 0.61% | 0.34% | 135 | +11,314 | 37.62% | Q4 2025 | Jan 30, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 41,296 | 10,336 | 1.95% | 2.09% | 136 | -516 | -1.23% | Q4 2025 | Feb 04, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 41,094 | 10,286 | 2.56% | 2.87% | 137 | -2,456 | -5.64% | Q4 2025 | Jan 02, 2026 |
| Trek Financial, LLC | History | Added to | 40,433 | 10,120 | 0.59% | 0.43% | 138 | +12,444 | 44.46% | Q4 2025 | Feb 04, 2026 |
| PAX Financial Group, LLC | History | Added to | 40,342 | 10,098 | 1.74% | 1.12% | 139 | +16,054 | 66.1% | Q4 2025 | Feb 05, 2026 |
| Kelly Financial Services LLC | History | Added to | 40,265 | 10,078 | 2.53% | 1.68% | 140 | +14,983 | 59.26% | Q4 2025 | Jan 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 40,150 | 10,050 | 0.46% | 0.45% | 141 | +2,580 | 6.87% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 40,075 | 10,031 | 0.11% | 0.11% | 142 | +12,704 | 46.41% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 39,313 | 9,840 | 0.02% | 0.01% | 143 | +21,144 | 116.37% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 38,668 | 9,678 | 0.0% | 0.0% | 144 | -2,897 | -6.97% | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Added to | 38,526 | 9,643 | 0.11% | 0.1% | 145 | +4,821 | 14.3% | Q4 2025 | Jan 15, 2026 |
| BEACON FINANCIAL GROUP | History | New | 38,201 | 9,562 | 0.95% | — | 146 | +38,201 | New | Q4 2025 | Apr 01, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 38,075 | 9,530 | 0.07% | 0.07% | 147 | -802 | -2.06% | Q4 2025 | Feb 13, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 38,053 | 9,525 | 4.56% | 2.78% | 148 | +15,603 | 69.5% | Q4 2025 | Jan 29, 2026 |
| Keystone Financial Group | History | Added to | 37,837 | 9,471 | 0.7% | 0.53% | 149 | +10,770 | 39.79% | Q4 2025 | Feb 06, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 37,741 | 9,446 | 1.81% | 1.88% | 150 | +736 | 1.99% | Q4 2025 | Jan 21, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 37,673 | 9,429 | 0.81% | 0.84% | 151 | +1,048 | 2.86% | Q4 2025 | Jan 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 36,153 | 9,049 | 0.11% | 0.09% | 152 | +9,020 | 33.24% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 35,775 | 8,954 | 0.01% | 0.01% | 153 | +205 | 0.58% | Q4 2025 | Feb 06, 2026 |
| Regal Investment Advisors LLC | History | Added to | 35,755 | 8,949 | 0.54% | 0.35% | 154 | +14,901 | 71.45% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | Added to | 35,419 | 8,866 | 1.32% | 0.8% | 155 | +15,833 | 80.84% | Q4 2025 | Feb 04, 2026 |
| Claris Financial LLC | History | New | 35,371 | 8,853 | 4.71% | — | 156 | +35,371 | New | Q4 2025 | Feb 19, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 35,334 | 8,844 | 2.67% | 1.62% | 157 | +14,626 | 70.63% | Q4 2025 | Jan 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 35,226 | 8,817 | 0.16% | 0.06% | 158 | +24,940 | 242.47% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 34,785 | 8,706 | 0.18% | 0.26% | 159 | -9,440 | -21.35% | Q4 2025 | Feb 09, 2026 |
| SWMG, LLC | History | Added to | 34,121 | 8,649 | 2.4% | 1.54% | 160 | +13,993 | 69.52% | Q4 2025 | Feb 10, 2026 |
| Capital Planning LLC | History | Reduced | 33,137 | 8,374 | 2.35% | 2.52% | 161 | -538 | -1.6% | Q4 2025 | Jan 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 33,360 | 8,350 | 0.16% | 0.2% | 162 | +12,679 | 61.31% | Q4 2025 | Feb 11, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 32,732 | 8,268 | 3.08% | 0.65% | 163 | +3,063 | 10.32% | Q4 2025 | Jan 29, 2026 |
| Financial Architects, LLC | History | Added to | 32,825 | 8,216 | 4.42% | 4.66% | 164 | +855 | 2.67% | Q4 2025 | Jan 21, 2026 |
| Tacita Capital Inc | History | Reduced | 32,731 | 8,192 | 4.75% | 5.1% | 165 | -197 | -0.6% | Q4 2025 | Feb 11, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 32,563 | 8,150 | 0.55% | 0.5% | 166 | +2,032 | 6.66% | Q4 2025 | Feb 09, 2026 |
| Csenge Advisory Group | History | Added to | 32,031 | 8,017 | 0.36% | 0.35% | 167 | +3,530 | 12.39% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Added to | 31,860 | 7,974 | 0.13% | 0.06% | 168 | +20,416 | 178.4% | Q4 2025 | Mar 12, 2026 |
| Legacy Financial Group LLC | History | Added to | 32,194 | 7,953 | 0.98% | 0.67% | 169 | +12,160 | 60.7% | Q4 2025 | Feb 05, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 31,527 | 7,891 | 0.77% | 0.55% | 170 | +10,718 | 51.51% | Q4 2025 | Feb 13, 2026 |
| Brickley Wealth Management | History | No change | 31,458 | 7,874 | 1.33% | 1.41% | 171 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 31,341 | 7,851 | 0.62% | 0.57% | 172 | +4,627 | 17.32% | Q4 2025 | Feb 17, 2026 |
| SIH Partners, LLLP | History | New | 30,826 | 7,716 | 0.15% | — | 173 | +30,826 | New | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 30,786 | 7,711 | 0.67% | 0.68% | 174 | -110,076 | -78.14% | Q4 2025 | Feb 17, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 30,143 | 7,540 | 0.97% | 1.09% | 175 | -133 | -0.44% | Q4 2025 | Feb 04, 2026 |
| CHOREO, LLC | History | Reduced | 29,490 | 7,454 | 0.09% | 0.1% | 176 | -1,760 | -5.63% | Q4 2025 | Jan 23, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 29,477 | 7,378 | 1.0% | 1.09% | 177 | +561 | 1.94% | Q4 2025 | Jan 14, 2026 |
| Kilter Group LLC | History | Added to | 29,360 | 7,349 | 3.24% | 2.36% | 178 | +9,847 | 50.46% | Q4 2025 | Feb 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 29,267 | 7,325 | 0.7% | 0.96% | 179 | +12,072 | 70.21% | Q4 2025 | Feb 17, 2026 |
| Invst, LLC | History | Reduced | 28,588 | 7,155 | 0.78% | 2.53% | 180 | -58,355 | -67.12% | Q4 2025 | Feb 11, 2026 |
| Keystone Financial Services | History | Added to | 28,533 | 7,142 | 2.16% | 2.09% | 181 | +2,273 | 8.66% | Q4 2025 | Feb 12, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 28,508 | 7,135 | 1.53% | 1.56% | 182 | +823 | 2.97% | Q4 2025 | Feb 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 28,504 | 7,134 | 0.34% | 0.3% | 183 | +9,077 | 46.72% | Q4 2025 | Jan 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 28,163 | 7,049 | 0.0% | 0.0% | 184 | +8,611 | 44.04% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 27,856 | 6,972 | 0.12% | 0.1% | 185 | +5,127 | 22.56% | Q4 2025 | Jan 22, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 26,608 | 6,788 | 0.15% | 0.16% | 186 | +596 | 2.29% | Q4 2025 | Jan 08, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 26,827 | 6,715 | 0.04% | 0.04% | 187 | +964 | 3.73% | Q4 2025 | Jan 29, 2026 |
| RHS Financial, LLC | History | Added to | 26,539 | 6,642 | 3.24% | 3.33% | 188 | +1,514 | 6.05% | Q4 2025 | Jan 16, 2026 |
| Elevated Financial Group LLC | History | New | 26,203 | 6,558 | 2.27% | — | 189 | +26,203 | New | Q4 2025 | Jan 29, 2026 |
| Uniting Wealth Partners, LLC | History | Added to | 26,181 | 6,553 | 2.01% | 1.3% | 190 | +4,779 | 22.33% | Q4 2025 | Feb 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 26,166 | 6,549 | 0.21% | 0.22% | 191 | +20 | 0.08% | Q4 2025 | Jan 30, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 25,906 | 6,484 | 1.69% | 1.08% | 192 | +10,343 | 66.46% | Q4 2025 | Feb 02, 2026 |
| WealthShield Partners, LLC | History | Added to | 25,884 | 6,479 | 0.71% | 0.49% | 193 | +9,080 | 54.03% | Q4 2025 | Feb 03, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 25,716 | 6,437 | 0.72% | — | 194 | +25,716 | New | Q4 2025 | Feb 13, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 25,663 | 6,423 | 1.64% | 1.18% | 195 | +7,960 | 44.96% | Q4 2025 | Jan 07, 2026 |
| Haverford Trust Co | History | Reduced | 25,535 | 6,391 | 0.06% | 0.06% | 196 | -28 | -0.11% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 25,296 | 6,331 | 0.06% | 0.07% | 197 | -2,351 | -8.5% | Q4 2025 | Feb 18, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 25,183 | 6,303 | 0.08% | 0.08% | 198 | +1,625 | 6.9% | Q4 2025 | Jan 21, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 25,046 | 6,269 | 0.29% | 0.29% | 199 | +3,836 | 18.09% | Q4 2025 | Jan 12, 2026 |
| Sound Portfolio Advisors, LLC | History | New | 24,890 | 6,230 | 5.23% | — | 200 | +24,890 | New | Q4 2025 | Feb 05, 2026 |
| Avant Capital LLC | History | Reduced | 24,749 | 6,195 | 4.25% | 4.54% | 201 | -437 | -1.74% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 24,534 | 6,141 | 0.27% | 0.28% | 202 | +102 | 0.42% | Q4 2025 | Feb 10, 2026 |
| Unison Advisors LLC | History | Added to | 24,271 | 6,075 | 0.53% | 0.56% | 203 | +534 | 2.25% | Q4 2025 | Jan 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 24,209 | 6,059 | 0.23% | 0.24% | 204 | +350 | 1.47% | Q4 2025 | Feb 17, 2026 |
| Claro Advisors Inc. | History | Added to | 24,111 | 6,035 | 0.82% | 0.51% | 205 | +10,485 | 76.95% | Q4 2025 | Feb 17, 2026 |
| 360 Financial, Inc. | History | Reduced | 24,044 | 6,018 | 1.82% | 2.03% | 206 | -541 | -2.2% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 24,013 | 6,010 | 0.43% | 0.44% | 207 | +644 | 2.76% | Q4 2025 | Feb 11, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 23,048 | 5,769 | 0.45% | 0.49% | 208 | -1,020 | -4.24% | Q4 2025 | Feb 13, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 22,617 | 5,661 | 1.88% | 1.16% | 209 | +9,932 | 78.3% | Q4 2025 | Jan 27, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 22,606 | 5,658 | 1.16% | 1.22% | 210 | -71 | -0.31% | Q4 2025 | Jan 15, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 22,539 | 5,641 | 2.03% | 1.26% | 211 | +9,276 | 69.94% | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | Added to | 21,921 | 5,487 | 0.1% | 0.04% | 212 | +13,546 | 161.74% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Added to | 21,115 | 5,430 | 0.46% | 0.38% | 213 | +4,260 | 25.27% | Q4 2025 | Jan 20, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 21,284 | 5,327 | 1.19% | 1.23% | 214 | +268 | 1.28% | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 20,860 | 5,221 | 0.02% | — | 215 | +20,860 | New | Q4 2025 | Feb 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 20,120 | 5,209 | 0.24% | 0.03% | 216 | +18,297 | 1003.68% | Q4 2025 | Feb 03, 2026 |
| Tradewinds, LLC. | History | Reduced | 20,680 | 5,176 | 1.24% | 1.42% | 217 | -2,005 | -8.84% | Q4 2025 | Feb 13, 2026 |
| Clarus Wealth Advisors | History | Added to | 19,960 | 5,167 | 2.14% | 2.17% | 218 | +686 | 3.56% | Q4 2025 | Jan 14, 2026 |
| XTX Topco Ltd | History | New | 20,542 | 5,141 | 0.13% | — | 219 | +20,542 | New | Q4 2025 | Feb 17, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 20,335 | 5,090 | 0.47% | 0.48% | 220 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 22,200 | 5,067 | 0.12% | 0.11% | 221 | +9 | 0.04% | Q4 2025 | Feb 11, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 20,203 | 5,057 | 0.03% | 0.0% | 222 | +18,061 | 843.18% | Q4 2025 | Feb 09, 2026 |
| Capital Analysts, LLC | History | Added to | 20,048 | 5,018 | 0.15% | 0.1% | 223 | +6,972 | 53.32% | Q4 2025 | Feb 11, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 19,946 | 4,992 | 1.05% | 0.96% | 224 | +2,563 | 14.74% | Q4 2025 | Jan 21, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 19,815 | 4,959 | 0.02% | 0.02% | 225 | +605 | 3.15% | Q4 2025 | Feb 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 19,692 | 4,929 | 0.13% | 0.12% | 226 | +2,458 | 14.26% | Q4 2025 | Feb 17, 2026 |
| Peak Wealth Management LLC | History | New | 19,486 | 4,877 | 4.08% | — | 227 | +19,486 | New | Q4 2025 | Feb 04, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 19,033 | 4,764 | 2.83% | 2.98% | 228 | -154 | -0.8% | Q4 2025 | Jan 13, 2026 |
| Plotkin Financial Advisors, LLC | History | Reduced | 18,960 | 4,745 | 2.31% | 2.44% | 229 | -309 | -1.6% | Q4 2025 | Feb 19, 2026 |
| IFP Advisors, Inc | History | Reduced | 18,832 | 4,713 | 0.11% | 0.13% | 230 | -594 | -3.06% | Q4 2025 | Feb 06, 2026 |
| Simplicity Wealth,LLC | History | Added to | 18,768 | 4,697 | 0.28% | 0.24% | 231 | +2,794 | 17.49% | Q4 2025 | Jan 30, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 18,612 | 4,658 | 0.22% | 0.22% | 232 | +951 | 5.38% | Q4 2025 | Jan 20, 2026 |
| Bellwether Advisors, LLC | History | Added to | 18,559 | 4,645 | 0.74% | 0.78% | 233 | +114 | 0.62% | Q4 2025 | Feb 09, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 18,463 | 4,621 | 2.95% | 4.05% | 234 | +639 | 3.59% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 18,417 | 4,610 | 0.02% | 0.02% | 235 | +812 | 4.61% | Q4 2025 | Jan 29, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 18,216 | 4,559 | 3.34% | 3.45% | 236 | -182 | -0.99% | Q4 2025 | Feb 12, 2026 |
| Oxford Wealth Group, LLC | History | New | 17,999 | 4,505 | 2.19% | — | 237 | +17,999 | New | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 17,491 | 4,378 | 0.01% | 0.01% | 238 | +3,010 | 20.79% | Q4 2025 | Feb 10, 2026 |
| Keebeck Wealth Management | History | Added to | 17,477 | 4,374 | 0.5% | 0.3% | 239 | +7,523 | 75.58% | Q4 2025 | Feb 17, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 17,200 | 4,305 | 0.24% | 0.21% | 240 | +3,000 | 21.13% | Q4 2025 | Feb 11, 2026 |
| Sigma Planning Corp | History | Added to | 17,042 | 4,265 | 0.12% | 0.12% | 241 | +134 | 0.79% | Q4 2025 | Jan 30, 2026 |
| RoundAngle Advisors LLC | History | Added to | 16,850 | 4,217 | 3.07% | 2.95% | 242 | +1,979 | 13.31% | Q4 2025 | Jan 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 16,845 | 4,216 | 0.06% | 0.26% | 243 | -51,769 | -75.45% | Q4 2025 | Feb 17, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 16,705 | 4,181 | 3.45% | 4.74% | 244 | -5,832 | -25.88% | Q4 2025 | Feb 13, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 16,682 | 4,175 | 2.95% | 1.99% | 245 | +6,053 | 56.95% | Q4 2025 | Feb 03, 2026 |
| Members Advisory Group LLC | History | Reduced | 16,560 | 4,147 | 1.56% | 2.52% | 246 | -11,236 | -40.42% | Q4 2025 | Jan 27, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 16,207 | 4,057 | 0.11% | 0.24% | 247 | +1,141 | 7.57% | Q4 2025 | Feb 10, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Added to | 16,125 | 4,036 | 2.22% | 1.37% | 248 | +6,550 | 68.41% | Q4 2025 | Jan 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 16,078 | 4,024 | 0.02% | 0.02% | 249 | +496 | 3.18% | Q4 2025 | Feb 11, 2026 |
| CVA Family Office, LLC | History | Reduced | 15,963 | 3,995 | 0.46% | 0.55% | 250 | -579 | -3.5% | Q4 2025 | Jan 12, 2026 |
| 5T Wealth, LLC | History | Added to | 15,935 | 3,987 | 1.59% | 1.53% | 251 | +2,246 | 16.41% | Q4 2025 | Jan 27, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 15,880 | 3,974 | 0.65% | 0.45% | 252 | +6,277 | 65.36% | Q4 2025 | Jan 26, 2026 |
| Elevation Capital Advisory, LLC | History | New | 15,822 | 3,960 | 1.62% | — | 253 | +15,822 | New | Q4 2025 | Jan 26, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 15,801 | 3,955 | 2.69% | 2.82% | 254 | -126 | -0.79% | Q4 2025 | Jan 22, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 15,754 | 3,943 | 0.13% | 0.13% | 255 | +1,924 | 13.91% | Q4 2025 | Feb 17, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 15,288 | 3,912 | 0.66% | 0.68% | 256 | -192 | -1.24% | Q4 2025 | Feb 06, 2026 |
| Arrow Investment Advisors, LLC | History | Reduced | 15,523 | 3,885 | 4.32% | 4.51% | 257 | -411 | -2.58% | Q4 2025 | Feb 09, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 15,451 | 3,867 | 0.12% | 0.09% | 258 | +4,491 | 40.98% | Q4 2025 | Jan 16, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 15,445 | 3,865 | 0.09% | 0.1% | 259 | +322 | 2.13% | Q4 2025 | Jan 28, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 14,948 | 3,848 | 1.12% | 0.78% | 260 | +6,093 | 68.81% | Q4 2025 | Feb 10, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 15,242 | 3,815 | 0.29% | 0.25% | 261 | +2,928 | 23.78% | Q4 2025 | Jan 09, 2026 |
| SWP FINANCIAL LLC | History | Added to | 15,151 | 3,792 | 1.9% | 1.21% | 262 | +5,861 | 63.09% | Q4 2025 | Jan 16, 2026 |
| True Vision MN LLC | History | Added to | 15,129 | 3,786 | 1.92% | 1.24% | 263 | +5,867 | 63.34% | Q4 2025 | Jan 14, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 15,123 | 3,785 | 2.98% | — | 264 | +15,123 | New | Q4 2025 | Feb 10, 2026 |
| Southland Equity Partners LLC | History | Reduced | 15,106 | 3,781 | 0.75% | 0.84% | 265 | -1,006 | -6.24% | Q4 2025 | Jan 14, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 14,772 | 3,697 | 0.51% | 0.38% | 266 | +5,740 | 63.55% | Q4 2025 | Jan 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 14,688 | 3,676 | 0.21% | 0.25% | 267 | -1,330 | -8.3% | Q4 2025 | Feb 04, 2026 |
| Arax Advisory Partners | History | New | 14,628 | 3,661 | 0.11% | — | 268 | +14,628 | New | Q4 2025 | Feb 13, 2026 |
| Trust Co | History | Added to | 14,589 | 3,651 | 0.34% | 0.31% | 269 | +2,822 | 23.98% | Q4 2025 | Jan 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 14,453 | 3,617 | 0.17% | 0.17% | 270 | +2,108 | 17.08% | Q4 2025 | Feb 05, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 14,364 | 3,595 | 0.54% | 0.42% | 271 | +3,651 | 34.08% | Q4 2025 | Jan 27, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 14,119 | 3,533 | 1.01% | 0.73% | 272 | +4,911 | 53.33% | Q4 2025 | Feb 11, 2026 |
| Caprock Group, LLC | History | Added to | 13,981 | 3,499 | 0.07% | 0.08% | 273 | +511 | 3.79% | Q4 2025 | Jan 28, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 13,878 | 3,473 | 0.33% | 0.32% | 274 | +1,931 | 16.16% | Q4 2025 | Jan 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 13,820 | 3,459 | 0.13% | 0.12% | 275 | +2,029 | 17.21% | Q4 2025 | Jan 21, 2026 |
| Valmark Advisers, Inc. | History | Added to | 13,754 | 3,442 | 0.04% | 0.04% | 276 | +256 | 1.9% | Q4 2025 | Jan 26, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 13,640 | 3,414 | 2.19% | 2.36% | 277 | -325 | -2.33% | Q4 2025 | Feb 17, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 13,615 | 3,407 | 1.07% | 0.26% | 278 | +9,411 | 223.86% | Q4 2025 | Feb 02, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 13,536 | 3,388 | 0.85% | 0.82% | 279 | +1,131 | 9.12% | Q4 2025 | Feb 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Reduced | 13,361 | 3,344 | 0.9% | 1.04% | 280 | -338 | -2.47% | Q4 2025 | Feb 09, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 13,306 | 3,330 | 1.9% | 1.31% | 281 | +4,672 | 54.11% | Q4 2025 | Jan 06, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 13,127 | 3,285 | 0.37% | 0.28% | 282 | +5,177 | 65.12% | Q4 2025 | Feb 11, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 12,921 | 3,234 | 0.39% | 0.41% | 283 | +232 | 1.83% | Q4 2025 | Feb 13, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 12,904 | 3,230 | 1.12% | 1.25% | 284 | -390 | -2.93% | Q4 2025 | Jan 27, 2026 |
| Financial Enhancement Group LLC | History | Added to | 12,633 | 3,226 | 0.42% | 0.34% | 285 | +2,744 | 27.75% | Q4 2025 | Jan 23, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 12,848 | 3,215 | 0.37% | 0.18% | 286 | +8,756 | 213.98% | Q4 2025 | Feb 13, 2026 |
| Polaris Investment Advisors, LLC | History | New | 12,717 | 3,183 | 2.3% | — | 287 | +12,717 | New | Q4 2025 | Jan 15, 2026 |
| Keystone Global Partners, LLC | History | Added to | 12,481 | 3,124 | 1.37% | 1.51% | 288 | +955 | 8.29% | Q4 2025 | Jan 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,460 | 3,118 | 0.05% | 0.08% | 289 | -5,791 | -31.73% | Q4 2025 | Feb 12, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 12,356 | 3,092 | 1.65% | 1.37% | 290 | +2,638 | 27.15% | Q4 2025 | Feb 24, 2026 |
| ALLSTATE CORP | History | Added to | 12,246 | 3,065 | 0.04% | 0.03% | 291 | +6,388 | 109.05% | Q4 2025 | Feb 09, 2026 |
| Genesee Capital Advisors, LLC | History | Added to | 12,243 | 3,064 | 1.23% | 1.16% | 292 | +1,810 | 17.35% | Q4 2025 | Jan 16, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 12,128 | 3,035 | 0.06% | 0.06% | 293 | +482 | 4.14% | Q4 2025 | Feb 06, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 12,069 | 3,020 | 1.9% | 1.87% | 294 | +213 | 1.8% | Q4 2025 | Feb 23, 2026 |
| Lotus Technology Management, LP | History | New | 11,953 | 2,991 | 1.66% | — | 295 | +11,953 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 11,905 | 2,979 | 0.1% | 0.11% | 296 | -34 | -0.28% | Q4 2025 | Feb 17, 2026 |
| Westwind Capital | History | Added to | 11,858 | 2,968 | 0.61% | 0.49% | 297 | +2,800 | 30.91% | Q4 2025 | Jan 09, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Reduced | 11,814 | 2,957 | 1.4% | 1.57% | 298 | -687 | -5.5% | Q4 2025 | Jan 23, 2026 |
| SIG BROKERAGE, LP | History | No change | 11,813 | 2,956 | 0.09% | 0.09% | 299 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dorsey Wright & Associates | History | Added to | 11,787 | 2,950 | 0.64% | 0.67% | 300 | +167 | 1.44% | Q4 2025 | Feb 20, 2026 |
| Detalus Advisors, LLC | History | Added to | 11,715 | 2,932 | 0.71% | 0.78% | 301 | +10 | 0.09% | Q4 2025 | Feb 03, 2026 |
| WMS Group LLC | History | New | 11,663 | 2,917 | 3.71% | — | 302 | +11,663 | New | Q4 2025 | Mar 03, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 11,497 | 2,877 | 1.78% | 1.14% | 303 | +4,463 | 63.45% | Q4 2025 | Jan 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 11,481 | 2,873 | 0.03% | 0.04% | 304 | -740 | -6.06% | Q4 2025 | Jan 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 11,397 | 2,852 | 0.1% | 0.02% | 305 | +9,656 | 554.62% | Q4 2025 | Feb 09, 2026 |
| ORG Partners LLC | History | Added to | 11,349 | 2,840 | 0.5% | 0.46% | 306 | +1,584 | 16.22% | Q4 2025 | Jan 14, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 11,300 | 2,828 | 0.47% | 0.48% | 307 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 11,026 | 2,759 | 1.17% | 0.84% | 308 | +3,695 | 50.4% | Q4 2025 | Feb 18, 2026 |
| Wealth Quarterback LLC | History | Added to | 10,980 | 2,748 | 0.99% | 0.7% | 309 | +3,962 | 56.45% | Q4 2025 | Jan 15, 2026 |
| Quartz Partners, LLC | History | Added to | 10,961 | 2,743 | 1.02% | 0.81% | 310 | +2,188 | 24.94% | Q4 2025 | Feb 13, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 10,876 | 2,722 | 2.26% | 3.08% | 311 | -3,781 | -25.8% | Q4 2025 | Jan 22, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 10,874 | 2,721 | 0.8% | 0.84% | 312 | +99 | 0.92% | Q4 2025 | Feb 04, 2026 |
| Weaver Consulting Group | History | Reduced | 10,850 | 2,715 | 0.66% | 0.71% | 313 | -18 | -0.17% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 10,842 | 2,713 | 0.19% | 0.22% | 314 | -40 | -0.37% | Q4 2025 | Jan 21, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 10,835 | 2,712 | 0.03% | 0.03% | 315 | +161 | 1.51% | Q4 2025 | Feb 02, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 10,437 | 2,663 | 0.79% | 0.88% | 316 | +2 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Lantz Financial LLC | History | Added to | 10,613 | 2,656 | 0.56% | 0.38% | 317 | +3,919 | 58.54% | Q4 2025 | Jan 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 10,574 | 2,646 | 0.11% | 0.17% | 318 | -9,419 | -47.11% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 10,547 | 2,640 | 0.02% | 0.02% | 319 | -65 | -0.61% | Q4 2025 | Feb 13, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Added to | 10,538 | 2,637 | 0.07% | 0.06% | 320 | +478 | 4.75% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 10,450 | 2,615 | 0.04% | 0.03% | 321 | +3,172 | 43.58% | Q4 2025 | Jan 13, 2026 |
| Mosley Wealth Management | History | New | 10,173 | 2,603 | 1.19% | — | 322 | +10,173 | New | Q4 2025 | Feb 12, 2026 |
| Tempo Wealth, LLC | History | New | 10,305 | 2,579 | 0.46% | — | 323 | +10,305 | New | Q4 2025 | Feb 25, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 10,251 | 2,565 | 0.32% | 0.35% | 324 | +4 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 10,137 | 2,537 | 2.24% | — | 325 | +10,137 | New | Q4 2025 | Jan 23, 2026 |
| Vines Capital Management, LLC | History | New | 10,087 | 2,524 | 2.46% | — | 326 | +10,087 | New | Q4 2025 | Feb 17, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 9,786 | 2,514 | 1.02% | 0.69% | 327 | +3,253 | 49.79% | Q4 2025 | Feb 11, 2026 |
| Legacy Private Trust Co. | History | Reduced | 10,041 | 2,513 | 0.15% | 0.16% | 328 | -374 | -3.59% | Q4 2025 | Jan 08, 2026 |
| Parallel Advisors, LLC | History | Reduced | 10,021 | 2,508 | 0.05% | 0.05% | 329 | -493 | -4.69% | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Added to | 9,976 | 2,497 | 0.05% | 0.03% | 330 | +3,832 | 62.37% | Q4 2025 | Feb 03, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 9,868 | 2,470 | 0.11% | 0.18% | 331 | -4,978 | -33.53% | Q4 2025 | Feb 17, 2026 |
| 10Elms LLP | History | Reduced | 9,786 | 2,449 | 2.25% | 2.32% | 332 | -271 | -2.69% | Q4 2025 | Feb 13, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 9,748 | 2,440 | 0.18% | 0.21% | 333 | -1,080 | -9.97% | Q4 2025 | Feb 06, 2026 |
| Point72 Asset Management, L.P. | History | New | 9,700 | 2,428 | 0.0% | — | 334 | +9,700 | New | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 9,593 | 2,425 | 0.09% | 0.15% | 335 | -177 | -1.81% | Q4 2025 | Feb 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 9,680 | 2,423 | 0.26% | 0.28% | 336 | +39 | 0.4% | Q4 2025 | Jan 28, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 9,633 | 2,411 | 2.41% | — | 337 | +9,633 | New | Q4 2025 | Feb 13, 2026 |
| Cassia Capital Partners, LLC | History | No change | 9,576 | 2,396 | 1.3% | 1.34% | 338 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 9,553 | 2,391 | 0.03% | 0.02% | 339 | +3,416 | 55.66% | Q4 2025 | Feb 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 9,520 | 2,382 | 0.06% | 0.08% | 340 | -2,076 | -17.9% | Q4 2025 | Jan 23, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 9,510 | 2,380 | 1.07% | — | 341 | +9,510 | New | Q4 2025 | Feb 06, 2026 |
| Nilsine Partners, LLC | History | Added to | 9,407 | 2,354 | 0.2% | 0.21% | 342 | +263 | 2.88% | Q4 2025 | Jan 15, 2026 |
| BARCLAYS PLC | History | Added to | 9,355 | 2,341 | 0.0% | 0.0% | 343 | +2,107 | 29.07% | Q4 2025 | Feb 13, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 9,341 | 2,338 | 0.43% | 0.36% | 344 | +1,387 | 17.44% | Q4 2025 | Feb 05, 2026 |
| Indivisible Partners | History | New | 9,273 | 2,321 | 0.25% | — | 346 | +9,273 | New | Q4 2025 | Feb 03, 2026 |
| Anderson Financial Strategies, LLC | History | Added to | 9,275 | 2,321 | 1.35% | 1.35% | 345 | +381 | 4.28% | Q4 2025 | Feb 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 9,229 | 2,310 | 0.11% | 0.08% | 347 | +2,224 | 31.75% | Q4 2025 | Jan 21, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 8,872 | 2,292 | 0.11% | 0.13% | 348 | -285 | -3.11% | Q4 2025 | Jan 21, 2026 |
| DAVENPORT & Co LLC | History | Added to | 9,142 | 2,288 | 0.01% | 0.01% | 349 | +1,023 | 12.6% | Q4 2025 | Jan 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 9,072 | 2,270 | 0.0% | 0.0% | 350 | +37 | 0.41% | Q4 2025 | Feb 13, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 9,023 | 2,258 | 0.68% | 0.46% | 351 | +3,391 | 60.21% | Q4 2025 | Feb 11, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 9,007 | 2,254 | 1.92% | — | 352 | +9,007 | New | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,942 | 2,238 | 0.01% | 0.01% | 353 | +3,776 | 73.09% | Q4 2025 | Jan 28, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 8,928 | 2,234 | 1.08% | 0.99% | 354 | +1,460 | 19.55% | Q4 2025 | Jan 22, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 8,905 | 2,228 | 0.04% | 0.04% | 355 | +68 | 0.77% | Q4 2025 | Feb 03, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 8,842 | 2,213 | 0.03% | 0.02% | 356 | +1,544 | 21.16% | Q4 2025 | Feb 05, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 8,521 | 2,201 | 0.07% | 0.06% | 357 | +1,901 | 28.72% | Q4 2025 | Jan 23, 2026 |
| Highview Capital Management LLC/DE/ | History | New | 8,594 | 2,151 | 0.76% | — | 358 | +8,594 | New | Q4 2025 | Jan 27, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 8,577 | 2,146 | 0.04% | 0.06% | 359 | -2,814 | -24.7% | Q4 2025 | Jan 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 8,531 | 2,135 | 0.01% | 0.01% | 360 | +738 | 9.47% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,521 | 2,132 | 0.04% | 0.05% | 361 | +876 | 11.46% | Q4 2025 | Feb 13, 2026 |
| Davis Wealth Advisors, LLC | History | New | 8,310 | 2,080 | 1.73% | — | 362 | +8,310 | New | Q4 2025 | Feb 17, 2026 |
| Fortune Financial Group, Inc. | History | New | 7,259 | 2,016 | 1.98% | — | 363 | +7,259 | New | Q4 2025 | Feb 11, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 8,050 | 2,015 | 0.46% | 0.45% | 364 | +54 | 0.68% | Q4 2025 | Jan 29, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 8,030 | 2,009 | 0.23% | 0.25% | 365 | -4 | -0.05% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Reduced | 7,995 | 2,005 | 0.0% | 0.38% | 366 | -919,150 | -99.14% | Q4 2025 | Feb 13, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 7,993 | 2,000 | 0.6% | 0.62% | 367 | +768 | 10.63% | Q4 2025 | Feb 03, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 7,964 | 1,993 | 0.15% | 0.15% | 368 | -16 | -0.2% | Q4 2025 | Feb 10, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 7,962 | 1,992 | 0.85% | 0.96% | 369 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 7,828 | 1,959 | 0.27% | 0.29% | 370 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Added to | 7,619 | 1,943 | 1.06% | 0.72% | 371 | +812 | 11.93% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 7,750 | 1,939 | 0.07% | 0.07% | 372 | -213 | -2.67% | Q4 2025 | Jan 12, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Reduced | 7,636 | 1,929 | 1.83% | 1.46% | 373 | -204 | -2.6% | Q4 2025 | Jan 13, 2026 |
| Apeiron RIA LLC | History | Added to | 7,413 | 1,915 | 0.39% | 0.41% | 374 | +323 | 4.56% | Q4 2025 | Feb 03, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 7,604 | 1,903 | 0.2% | 0.21% | 375 | -51 | -0.67% | Q4 2025 | Jan 20, 2026 |
| Centurion Wealth Management LLC | History | Added to | 7,578 | 1,896 | 0.42% | 0.34% | 376 | +1,814 | 31.47% | Q4 2025 | Jan 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 7,266 | 1,889 | 0.29% | 0.17% | 377 | +2,998 | 70.24% | Q4 2025 | Feb 02, 2026 |
| Fermata Advisors, LLC | History | Reduced | 7,484 | 1,873 | 0.45% | 0.5% | 378 | -148 | -1.94% | Q4 2025 | Jan 08, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 7,350 | 1,839 | 0.24% | — | 379 | +7,350 | New | Q4 2025 | Feb 04, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 7,340 | 1,836 | 0.01% | — | 380 | +7,340 | New | Q4 2025 | Feb 05, 2026 |
| Modus Advisors, LLC | History | New | 7,261 | 1,817 | 0.48% | — | 381 | +7,261 | New | Q4 2025 | Feb 11, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 7,149 | 1,789 | 0.34% | 0.36% | 382 | -291 | -3.91% | Q4 2025 | Jan 28, 2026 |
| Flagship Capital Management Inc. | History | New | 7,107 | 1,778 | 1.26% | — | 383 | +7,107 | New | Q4 2025 | Jan 22, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Reduced | 6,989 | 1,766 | 0.44% | 0.48% | 384 | -147 | -2.06% | Q4 2025 | Jan 06, 2026 |
| Argent Trust Co | History | Added to | 6,967 | 1,743 | 0.06% | 0.05% | 385 | +1,365 | 24.37% | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | Added to | 6,952 | 1,740 | 0.0% | 0.0% | 386 | +439 | 6.74% | Q4 2025 | Feb 12, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 6,945 | 1,738 | 0.26% | 0.29% | 387 | -467 | -6.3% | Q4 2025 | Jan 08, 2026 |
| Activest Wealth Management | History | Added to | 6,895 | 1,734 | 0.32% | 0.25% | 388 | +2,145 | 45.16% | Q4 2025 | Jan 30, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Reduced | 6,874 | 1,720 | 0.67% | 0.74% | 389 | -466 | -6.35% | Q4 2025 | Jan 23, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 6,849 | 1,714 | 0.4% | 0.54% | 390 | -1,712 | -20.0% | Q4 2025 | Jan 16, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,834 | 1,710 | 0.06% | 0.03% | 391 | +3,235 | 89.89% | Q4 2025 | Jan 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 6,763 | 1,692 | 0.05% | 0.06% | 392 | -97 | -1.41% | Q4 2025 | Jan 06, 2026 |
| Magnus Financial Group LLC | History | Reduced | 6,724 | 1,683 | 0.13% | 0.2% | 393 | -3,092 | -31.5% | Q4 2025 | Jan 07, 2026 |
| Summit Financial, LLC | History | Reduced | 6,633 | 1,660 | 0.02% | 0.03% | 395 | -110 | -1.63% | Q4 2025 | Feb 13, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 6,633 | 1,660 | 0.3% | 0.31% | 394 | -59 | -0.88% | Q4 2025 | Jan 16, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 6,627 | 1,658 | 1.38% | 1.35% | 396 | +211 | 3.29% | Q4 2025 | Jan 23, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 6,608 | 1,654 | 0.6% | 0.27% | 397 | +4,133 | 166.99% | Q4 2025 | Feb 12, 2026 |
| Berbice Capital Management LLC | History | Reduced | 6,587 | 1,648 | 0.99% | 1.04% | 398 | -22 | -0.33% | Q4 2025 | Feb 06, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 6,500 | 1,627 | 0.0% | 0.01% | 399 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RCS Financial Planning, LLC | History | Added to | 6,484 | 1,623 | 0.7% | 0.47% | 400 | +2,303 | 55.08% | Q4 2025 | Jan 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 6,475 | 1,621 | 0.05% | 0.05% | 401 | +727 | 12.65% | Q4 2025 | Feb 12, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 6,464 | 1,618 | 0.66% | 0.77% | 402 | -240 | -3.58% | Q4 2025 | Jan 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 6,380 | 1,596 | 0.19% | 0.03% | 403 | +5,555 | 673.33% | Q4 2025 | Jan 26, 2026 |
| Spire Wealth Management | History | Reduced | 6,354 | 1,590 | 0.05% | 0.06% | 404 | -927 | -12.73% | Q4 2025 | Jan 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 6,349 | 1,589 | 0.09% | 0.1% | 405 | +1 | 0.02% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 6,296 | 1,575 | 0.01% | 0.01% | 406 | -388 | -5.8% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,288 | 1,573 | 0.04% | 0.03% | 407 | +1,491 | 31.08% | Q4 2025 | Jan 29, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 6,238 | 1,561 | 0.5% | 0.3% | 408 | +2,787 | 80.76% | Q4 2025 | Feb 11, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 6,191 | 1,549 | 0.64% | 0.67% | 409 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 6,186 | 1,548 | 0.6% | 0.69% | 410 | -652 | -9.53% | Q4 2025 | Feb 03, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Added to | 6,180 | 1,546 | 0.28% | 0.28% | 411 | +455 | 7.95% | Q4 2025 | Jan 29, 2026 |
| ACT Advisors, LLC. | History | Reduced | 6,130 | 1,534 | 0.6% | 0.65% | 412 | -138 | -2.2% | Q4 2025 | Jan 14, 2026 |
| TFB Advisors LLC | History | Added to | 6,129 | 1,534 | 0.43% | 0.45% | 413 | +11 | 0.18% | Q4 2025 | Feb 13, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 6,095 | 1,525 | 0.36% | 0.38% | 414 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 6,067 | 1,518 | 0.33% | 0.35% | 415 | -11 | -0.18% | Q4 2025 | Feb 11, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 6,050 | 1,514 | 0.96% | 0.65% | 416 | +2,181 | 56.37% | Q4 2025 | Jan 07, 2026 |
| McCartney Wealth Management LLC | History | New | 6,033 | 1,510 | 1.3% | — | 417 | +6,033 | New | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 6,029 | 1,509 | 0.02% | 0.01% | 418 | +2,482 | 69.97% | Q4 2025 | Jan 13, 2026 |
| J.M. Arbour, LLC | History | New | 6,024 | 1,507 | 1.5% | — | 419 | +6,024 | New | Q4 2025 | Jan 26, 2026 |
| EQ LLC | History | Added to | 5,997 | 1,501 | 0.43% | 0.29% | 420 | +2,655 | 79.44% | Q4 2025 | Feb 10, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 5,995 | 1,500 | 0.57% | 0.41% | 422 | +2,071 | 52.78% | Q4 2025 | Jan 30, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 5,995 | 1,500 | 0.28% | 0.31% | 421 | -91 | -1.5% | Q4 2025 | Jan 30, 2026 |
| Sollinda Capital Management LLC | History | Reduced | 5,945 | 1,488 | 0.38% | 0.59% | 423 | -2,459 | -29.26% | Q4 2025 | Jan 15, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 5,940 | 1,486 | 0.03% | 0.03% | 424 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MA Private Wealth | History | Reduced | 5,867 | 1,468 | 0.24% | 0.31% | 425 | -1,322 | -18.39% | Q4 2025 | Feb 03, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Reduced | 5,845 | 1,463 | 1.2% | 1.85% | 426 | -1,448 | -19.85% | Q4 2025 | Feb 02, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 5,750 | 1,439 | 1.15% | 0.78% | 427 | +2,259 | 64.71% | Q4 2025 | Feb 02, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,728 | 1,433 | 0.03% | 0.03% | 428 | +45 | 0.79% | Q4 2025 | Feb 02, 2026 |
| SHP Wealth Management | History | New | 5,717 | 1,431 | 0.11% | — | 429 | +5,717 | New | Q4 2025 | Mar 04, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 5,702 | 1,427 | 0.08% | 0.09% | 430 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 5,698 | 1,426 | 0.05% | 0.05% | 431 | -226 | -3.81% | Q4 2025 | Jan 14, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 5,693 | 1,424 | 0.16% | 0.17% | 432 | +4 | 0.07% | Q4 2025 | Jan 02, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 5,683 | 1,422 | 0.38% | 0.27% | 433 | +1,748 | 44.42% | Q4 2025 | Jan 16, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 5,680 | 1,421 | 0.0% | 0.0% | 434 | +2,168 | 61.73% | Q4 2025 | Feb 17, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 5,563 | 1,392 | 0.24% | 0.24% | 435 | +508 | 10.05% | Q4 2025 | Jan 07, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 5,534 | 1,385 | 0.11% | 0.12% | 436 | -12 | -0.22% | Q4 2025 | Jan 23, 2026 |
| Focused Wealth Management, Inc | History | Added to | 5,525 | 1,382 | 0.14% | 0.15% | 437 | +10 | 0.18% | Q4 2025 | Jan 29, 2026 |
| Integrated Advisors Network LLC | History | Added to | 5,511 | 1,379 | 0.06% | 0.04% | 438 | +2,174 | 65.15% | Q4 2025 | Feb 17, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,501 | 1,377 | 0.02% | 0.01% | 439 | +1,782 | 47.92% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 5,494 | 1,375 | 0.09% | 0.09% | 440 | +574 | 11.67% | Q4 2025 | Feb 02, 2026 |
| Golden State Equity Partners | History | Added to | 5,459 | 1,366 | 0.22% | 0.17% | 441 | +1,639 | 42.91% | Q4 2025 | Jan 29, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 5,427 | 1,358 | 0.15% | 0.23% | 443 | -2,901 | -34.83% | Q4 2025 | Mar 03, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 5,426 | 1,358 | 0.08% | 0.08% | 442 | -519 | -8.73% | Q4 2025 | Feb 06, 2026 |
| Archer Investment Management, LLC | History | New | 5,414 | 1,355 | 0.73% | — | 444 | +5,414 | New | Q4 2025 | Jan 12, 2026 |
| EVERPAR ADVISORS LLC | History | Added to | 5,314 | 1,330 | 0.49% | 0.19% | 445 | +3,484 | 190.38% | Q4 2025 | Jan 07, 2026 |
| UMB Bank, n.a. | History | Reduced | 5,197 | 1,300 | 0.02% | 0.02% | 446 | -46 | -0.88% | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 5,132 | 1,284 | 0.08% | 0.08% | 447 | +1,065 | 26.19% | Q4 2025 | Feb 11, 2026 |
| Planned Solutions, Inc. | History | Added to | 5,109 | 1,278 | 0.41% | 0.45% | 448 | +1 | 0.02% | Q4 2025 | Jan 28, 2026 |
| Belvedere Trading LLC | History | Added to | 5,085 | 1,272 | 0.0% | 0.0% | 450 | +3,885 | 323.75% | Q4 2025 | Feb 10, 2026 |
| Gotham Asset Management, LLC | History | Added to | 5,083 | 1,272 | 0.0% | 0.0% | 449 | +2,868 | 129.48% | Q4 2025 | Feb 17, 2026 |
| PKS Advisory Services, LLC | History | Added to | 5,050 | 1,264 | 0.29% | 0.27% | 451 | +65 | 1.3% | Q4 2025 | Feb 02, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 5,027 | 1,258 | 0.01% | 0.0% | 452 | +3,633 | 260.62% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 5,006 | 1,252 | 0.03% | 0.03% | 453 | +169 | 3.49% | Q4 2025 | Feb 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 4,938 | 1,236 | 0.26% | 0.31% | 454 | +327 | 7.09% | Q4 2025 | Feb 13, 2026 |
| Bison Wealth, LLC | History | New | 5,100 | 1,231 | 0.14% | — | 455 | +5,100 | New | Q4 2025 | Mar 24, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 4,878 | 1,221 | 0.5% | 0.48% | 456 | +388 | 8.64% | Q4 2025 | Feb 09, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 4,859 | 1,218 | 0.95% | 0.93% | 457 | +493 | 11.29% | Q4 2025 | Feb 20, 2026 |
| Nova R Wealth, Inc. | History | Added to | 4,836 | 1,210 | 0.44% | 0.51% | 458 | +105 | 2.22% | Q4 2025 | Jan 14, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 4,832 | 1,209 | 0.07% | 0.19% | 459 | -9,446 | -66.16% | Q4 2025 | Feb 17, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 4,894 | 1,209 | 0.7% | 0.38% | 460 | +321 | 7.02% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,812 | 1,204 | 0.11% | 0.09% | 461 | +776 | 19.23% | Q4 2025 | Jan 26, 2026 |
| Walleye Trading LLC | History | Reduced | 4,800 | 1,201 | 0.0% | 0.01% | 462 | -12,200 | -71.76% | Q4 2025 | Feb 13, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 4,774 | 1,194 | 0.22% | 0.16% | 463 | +1,663 | 53.46% | Q4 2025 | Jan 30, 2026 |
| PFG Advisors | History | Reduced | 4,744 | 1,187 | 0.06% | 0.06% | 464 | -842 | -15.07% | Q4 2025 | Jan 27, 2026 |
| WPG Advisers, LLC | History | Reduced | 4,674 | 1,169 | 0.87% | 0.93% | 465 | -15 | -0.32% | Q4 2025 | Jan 28, 2026 |
| ERn Financial, LLC | History | Added to | 4,633 | 1,159 | 0.22% | 0.23% | 466 | +15 | 0.32% | Q4 2025 | Jan 15, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 4,549 | 1,138 | 0.86% | 3.05% | 468 | -10,841 | -70.44% | Q4 2025 | Jan 23, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 4,550 | 1,138 | 0.02% | 0.02% | 467 | -347 | -7.09% | Q4 2025 | Feb 17, 2026 |
| Three Magnolias Financial Advisors, LLC | History | Reduced | 4,517 | 1,130 | 0.7% | 0.72% | 469 | -1 | -0.02% | Q4 2025 | Jan 20, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 4,504 | 1,127 | 0.09% | 0.1% | 470 | -17 | -0.38% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 4,459 | 1,116 | 0.01% | — | 471 | +4,459 | New | Q4 2025 | Feb 18, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 4,447 | 1,113 | 0.07% | 0.07% | 472 | -15 | -0.34% | Q4 2025 | Jan 07, 2026 |
| Aspect Partners, LLC | History | Added to | 4,431 | 1,109 | 0.49% | 0.52% | 473 | +1 | 0.02% | Q4 2025 | Jan 23, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 4,427 | 1,108 | 0.07% | 0.05% | 474 | +1,091 | 32.7% | Q4 2025 | Jan 29, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 4,389 | 1,098 | 0.74% | 0.55% | 475 | +1,527 | 53.35% | Q4 2025 | Jan 23, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 4,378 | 1,095 | 0.41% | 0.38% | 476 | +627 | 16.72% | Q4 2025 | Jan 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 4,370 | 1,093 | 0.06% | 0.04% | 477 | +1,669 | 61.79% | Q4 2025 | Feb 11, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 4,304 | 1,088 | 1.06% | — | 478 | +4,304 | New | Q4 2025 | Feb 17, 2026 |
| G&S Capital LLC | History | Reduced | 4,330 | 1,083 | 0.38% | 0.42% | 479 | -65 | -1.48% | Q4 2025 | Jan 28, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,308 | 1,078 | 0.01% | — | 480 | +4,308 | New | Q4 2025 | Feb 18, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 4,296 | 1,075 | 0.11% | 0.11% | 481 | +365 | 9.29% | Q4 2025 | Feb 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,294 | 1,074 | 0.04% | 0.08% | 482 | -3,756 | -46.66% | Q4 2025 | Jan 27, 2026 |
| Security Financial Services, INC. | History | Reduced | 4,173 | 1,044 | 0.16% | 0.17% | 483 | -11 | -0.26% | Q4 2025 | Jan 27, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 4,155 | 1,040 | 0.89% | — | 485 | +4,155 | New | Q4 2025 | Feb 09, 2026 |
| PFG Investments, LLC | History | Added to | 4,156 | 1,040 | 0.05% | 0.04% | 484 | +951 | 29.67% | Q4 2025 | Jan 26, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 4,120 | 1,031 | 0.41% | 0.38% | 486 | +450 | 12.26% | Q4 2025 | Feb 04, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 4,109 | 1,028 | 0.01% | 0.02% | 487 | -3,211 | -43.87% | Q4 2025 | Jan 21, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 4,070 | 1,018 | 0.08% | 0.06% | 488 | +802 | 24.54% | Q4 2025 | Jan 23, 2026 |
| Vantage Point Financial LLC | History | Added to | 4,051 | 1,013 | 0.36% | 0.25% | 489 | +1,544 | 61.59% | Q4 2025 | Feb 02, 2026 |
| Lansing Street Advisors | History | Added to | 4,036 | 1,010 | 0.26% | 0.27% | 490 | +10 | 0.25% | Q4 2025 | Jan 26, 2026 |
| Parker Investment Management, LLC | History | Reduced | 3,994 | 999 | 0.14% | 0.16% | 491 | -1,297 | -24.51% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 3,988 | 998 | 0.02% | 0.02% | 492 | +1,055 | 35.97% | Q4 2025 | Feb 19, 2026 |
| W ADVISORS, LLC | History | Added to | 3,981 | 996 | 0.5% | 0.41% | 494 | +940 | 30.91% | Q4 2025 | Feb 13, 2026 |
| Citizens National Bank Trust Department | History | Added to | 3,981 | 996 | 0.17% | 0.17% | 493 | +295 | 8.0% | Q4 2025 | Jan 30, 2026 |
| Spectrum Strategic Capital Management, LLC | History | New | 3,979 | 995 | 0.53% | — | 495 | +3,979 | New | Q4 2025 | Feb 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 3,961 | 991 | 0.07% | 0.07% | 496 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,941 | 986 | 0.07% | 0.09% | 497 | -433 | -9.9% | Q4 2025 | Jan 29, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 3,942 | 986 | 0.04% | 0.05% | 498 | +45 | 1.15% | Q4 2025 | Jan 22, 2026 |
| Smart Money Group LLC | History | Added to | 3,938 | 985 | 0.29% | 0.3% | 499 | +49 | 1.26% | Q4 2025 | Jan 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 3,930 | 983 | 0.01% | 0.0% | 500 | +2,608 | 197.28% | Q4 2025 | Jan 14, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 3,923 | 982 | 0.52% | — | 501 | +3,923 | New | Q4 2025 | Feb 23, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 3,921 | 981 | 0.0% | 0.0% | 502 | -6 | -0.15% | Q4 2025 | Feb 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 3,909 | 978 | 0.22% | 0.38% | 503 | -2,163 | -35.62% | Q4 2025 | Jan 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 3,894 | 974 | 0.02% | 0.01% | 504 | +1,474 | 60.91% | Q4 2025 | Feb 12, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 3,870 | 968 | 0.35% | 0.23% | 505 | +1,484 | 62.2% | Q4 2025 | Jan 21, 2026 |
| VestGen Investment Management | History | Added to | 3,854 | 964 | 0.53% | 0.51% | 506 | +568 | 17.29% | Q4 2025 | Feb 18, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 3,839 | 960 | 0.02% | 0.02% | 507 | -7 | -0.18% | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Management | History | New | 3,770 | 943 | 1.06% | — | 508 | +3,770 | New | Q4 2025 | Mar 03, 2026 |
| First Citizens Financial Corp | History | Reduced | 3,767 | 942 | 0.47% | 0.48% | 509 | -46 | -1.21% | Q4 2025 | Jan 06, 2026 |
| Sierra Capital LLC | History | No change | 3,761 | 941 | 0.1% | 0.11% | 510 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 3,755 | 940 | 0.15% | 0.1% | 511 | +1,595 | 73.84% | Q4 2025 | Feb 17, 2026 |
| Saxony Capital Management, LLC | History | Added to | 3,752 | 939 | 0.58% | 0.17% | 512 | +2,719 | 263.21% | Q4 2025 | Jan 15, 2026 |
| MGB Wealth Management, LLC | History | Added to | 3,754 | 939 | 0.27% | 0.23% | 513 | +616 | 19.63% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,722 | 931 | 0.0% | 0.0% | 514 | +2,043 | 121.68% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 3,689 | 925 | 0.02% | 0.01% | 515 | +285 | 8.37% | Q4 2025 | Feb 09, 2026 |
| GSG Advisors LLC | History | Added to | 3,697 | 925 | 0.24% | 0.25% | 516 | +10 | 0.27% | Q4 2025 | Jan 08, 2026 |
| Aspire Private Capital, LLC | History | Added to | 3,662 | 916 | 0.2% | 0.18% | 517 | +228 | 6.64% | Q4 2025 | Jan 16, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 3,640 | 911 | 0.05% | 0.05% | 518 | +123 | 3.5% | Q4 2025 | Mar 04, 2026 |
| Sherman Wealth Management LLC | History | New | 3,594 | 899 | 0.78% | — | 519 | +3,594 | New | Q4 2025 | Jan 15, 2026 |
| Richmond Investment Services, LLC | History | Added to | 3,584 | 897 | 0.16% | 0.15% | 520 | +454 | 14.5% | Q4 2025 | Feb 12, 2026 |
| Center For Asset Management LLC | History | Reduced | 3,567 | 892 | 0.47% | 0.53% | 521 | -284 | -7.37% | Q4 2025 | Jan 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,550 | 888 | 0.06% | 0.06% | 522 | +13 | 0.37% | Q4 2025 | Feb 06, 2026 |
| Ascent Group, LLC | History | Reduced | 3,534 | 884 | 0.03% | 0.03% | 523 | -162 | -4.38% | Q4 2025 | Jan 20, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 3,516 | 880 | 0.26% | 0.27% | 524 | +5 | 0.14% | Q4 2025 | Feb 09, 2026 |
| Private Advisory Group LLC | History | Reduced | 3,504 | 877 | 0.07% | 0.17% | 525 | -4,632 | -56.93% | Q4 2025 | Jan 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 3,472 | 869 | 0.0% | — | 526 | +3,472 | New | Q4 2025 | Feb 11, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 3,456 | 865 | 0.34% | 0.32% | 527 | +225 | 6.96% | Q4 2025 | Jan 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 3,449 | 863 | 0.01% | 0.01% | 528 | +114 | 3.42% | Q4 2025 | Feb 02, 2026 |
| Empower Advisory Group, LLC | History | Added to | 3,435 | 859 | 0.0% | 0.0% | 529 | +644 | 23.07% | Q4 2025 | Feb 12, 2026 |
| TCTC Holdings, LLC | History | Added to | 3,376 | 845 | 0.03% | 0.01% | 530 | +2,188 | 184.18% | Q4 2025 | Feb 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 3,342 | 836 | 0.23% | 0.18% | 531 | +291 | 9.54% | Q4 2025 | Jan 12, 2026 |
| Vantus Wealth LLC | History | New | 3,332 | 834 | 0.61% | — | 532 | +3,332 | New | Q4 2025 | Feb 10, 2026 |
| MBE Wealth Management, LLC | History | No change | 3,328 | 833 | 0.35% | 0.37% | 533 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Compound Planning, Inc. | History | Reduced | 3,324 | 832 | 0.02% | 0.04% | 534 | -1,732 | -34.26% | Q4 2025 | Feb 19, 2026 |
| Waterloo Capital, L.P. | History | Added to | 3,277 | 820 | 0.06% | 0.06% | 535 | +227 | 7.44% | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 3,266 | 817 | 0.0% | — | 536 | +3,266 | New | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 3,264 | 816 | 0.03% | 0.02% | 537 | +1,314 | 67.38% | Q4 2025 | Feb 02, 2026 |
| Shore Point Advisors, LLC | History | Added to | 3,261 | 816 | 0.35% | 0.37% | 538 | +14 | 0.43% | Q4 2025 | Jan 23, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 3,260 | 815 | 0.06% | — | 539 | +3,260 | New | Q4 2025 | Jan 23, 2026 |
| Adaptive Financial Consulting, LLC | History | Reduced | 3,179 | 795 | 0.31% | 0.39% | 540 | -591 | -15.68% | Q4 2025 | Feb 11, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 3,163 | 791 | 0.12% | 0.13% | 541 | -267 | -7.78% | Q4 2025 | Feb 09, 2026 |
| BESSEMER GROUP INC | History | No change | 3,155 | 790 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CRA Financial Services, LLC | History | Reduced | 3,130 | 783 | 0.1% | 0.11% | 543 | -77 | -2.4% | Q4 2025 | Jan 16, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 3,108 | 777 | 0.0% | 0.0% | 544 | -2,835 | -47.7% | Q4 2025 | Feb 17, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 3,108 | 777 | 0.08% | 0.11% | 545 | -960 | -23.6% | Q4 2025 | Jan 27, 2026 |
| Quent Capital, LLC | History | Reduced | 3,088 | 772 | 0.06% | 0.07% | 546 | -44 | -1.4% | Q4 2025 | Jan 29, 2026 |
| Two West Capital Advisors LLC | History | Added to | 3,082 | 771 | 0.45% | 0.32% | 547 | +1,022 | 49.61% | Q4 2025 | Jan 13, 2026 |
| NATIXIS | History | Reduced | 3,030 | 768 | 0.0% | 0.0% | 548 | -246 | -7.51% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | No change | 3,054 | 764 | 0.01% | 0.02% | 549 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Lee Financial Co | History | Reduced | 3,037 | 760 | 0.1% | 0.11% | 550 | -515 | -14.5% | Q4 2025 | Jan 22, 2026 |
| Eagle Strategies LLC | History | Added to | 3,007 | 752 | 0.1% | 0.1% | 552 | +5 | 0.17% | Q4 2025 | Jan 23, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 3,008 | 752 | 0.31% | 0.33% | 551 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Selby Wealth Management, LLC | History | New | 2,985 | 747 | 0.3% | — | 553 | +2,985 | New | Q4 2025 | Feb 13, 2026 |
| FWG Investments, LLC. | History | Added to | 2,955 | 739 | 0.47% | 0.34% | 554 | +1,042 | 54.47% | Q4 2025 | Jan 28, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 2,947 | 737 | 0.14% | 0.15% | 555 | +5 | 0.17% | Q4 2025 | Jan 26, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 2,892 | 723 | 0.24% | 0.22% | 556 | +48 | 1.69% | Q4 2025 | Jan 13, 2026 |
| GDS Wealth Management | History | Added to | 2,864 | 716 | 0.04% | 0.05% | 557 | +79 | 2.84% | Q4 2025 | Feb 02, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 2,862 | 716 | 0.54% | 0.59% | 558 | +30 | 1.06% | Q4 2025 | Jan 27, 2026 |
| Vavra Capital Management, LLC | History | New | 2,856 | 714 | 0.7% | — | 559 | +2,856 | New | Q4 2025 | Jan 22, 2026 |
| Palumbo Wealth Management LLC | History | New | 2,852 | 713 | 0.18% | — | 560 | +2,852 | New | Q4 2025 | Jan 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,848 | 712 | 0.1% | — | 561 | +2,848 | New | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,825 | 707 | 0.01% | 0.01% | 562 | +217 | 8.32% | Q4 2025 | Feb 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,813 | 704 | 0.06% | 0.04% | 563 | +1,108 | 64.99% | Q4 2025 | Feb 13, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 2,800 | 700 | 0.47% | 0.63% | 564 | -574 | -17.01% | Q4 2025 | Feb 17, 2026 |
| Investment Advisory Group, LLC | History | Added to | 2,789 | 698 | 0.18% | 0.19% | 565 | +1 | 0.04% | Q4 2025 | Jan 23, 2026 |
| Kovack Advisors, Inc. | History | New | 2,762 | 691 | 0.03% | — | 566 | +2,762 | New | Q4 2025 | Feb 17, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 2,734 | 684 | 0.46% | 0.3% | 567 | +1,005 | 58.13% | Q4 2025 | Jan 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 2,728 | 682 | 0.02% | 0.02% | 568 | +336 | 14.05% | Q4 2025 | Feb 02, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 2,728 | 682 | 0.59% | 0.51% | 569 | +1 | 0.04% | Q4 2025 | Feb 09, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,723 | 681 | 0.05% | 0.06% | 570 | +168 | 6.58% | Q4 2025 | Jan 13, 2026 |
| Bowman & Co S.C. | History | Added to | 2,717 | 680 | 0.29% | 0.28% | 571 | +173 | 6.8% | Q4 2025 | Jan 23, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 2,701 | 676 | 0.0% | 0.0% | 572 | +144 | 5.63% | Q4 2025 | Feb 11, 2026 |
| LongView Wealth Management | History | Reduced | 2,607 | 675 | 0.16% | 0.19% | 573 | -57 | -2.14% | Q4 2025 | Jan 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 2,638 | 674 | 0.35% | 0.4% | 574 | -150 | -5.38% | Q4 2025 | Jan 29, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 2,690 | 673 | 0.26% | 0.15% | 575 | +1,157 | 75.47% | Q4 2025 | Feb 13, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 2,684 | 671 | 0.09% | 0.14% | 576 | -1,168 | -30.32% | Q4 2025 | Jan 23, 2026 |
| Soltis Investment Advisors LLC | History | New | 2,678 | 670 | 0.04% | — | 577 | +2,678 | New | Q4 2025 | Apr 02, 2026 |
| United Advisor Group, LLC | History | Added to | 2,667 | 667 | 0.08% | 0.09% | 578 | +56 | 2.14% | Q4 2025 | Jan 26, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 2,657 | 665 | 0.02% | 0.02% | 579 | +10 | 0.38% | Q4 2025 | Feb 13, 2026 |
| Ocean Park Asset Management, LLC | History | New | 2,621 | 656 | 0.03% | — | 581 | +2,621 | New | Q4 2025 | Jan 15, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 2,624 | 656 | 0.02% | 0.03% | 580 | +11 | 0.42% | Q4 2025 | Feb 12, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 2,605 | 652 | 0.15% | 0.13% | 583 | +169 | 6.94% | Q4 2025 | Jan 14, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 2,549 | 652 | 0.25% | 0.29% | 582 | -85 | -3.23% | Q4 2025 | Feb 12, 2026 |
| Atlatl Advisers LLC | History | Added to | 2,554 | 639 | 0.24% | 0.15% | 585 | +1,116 | 77.61% | Q4 2025 | Feb 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 2,556 | 639 | 0.03% | 0.04% | 584 | -10 | -0.39% | Q4 2025 | Jan 07, 2026 |
| LS Investment Advisors, LLC | History | No change | 2,540 | 635 | 0.09% | 0.09% | 586 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 2,530 | 633 | 0.2% | — | 587 | +2,530 | New | Q4 2025 | Jan 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 2,499 | 631 | 0.04% | 0.06% | 588 | -608 | -19.57% | Q4 2025 | Jan 15, 2026 |
| MTM Investment Management, LLC | History | No change | 2,522 | 631 | 0.2% | 0.21% | 589 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| V2 Financial group LLC | History | Reduced | 2,509 | 628 | 0.31% | 0.39% | 590 | -250 | -9.06% | Q4 2025 | Jan 21, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 2,491 | 623 | 0.07% | 0.08% | 591 | -255 | -9.29% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 2,462 | 616 | 0.32% | 0.35% | 592 | +6 | 0.24% | Q4 2025 | Jan 16, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 2,458 | 615 | 0.14% | 0.16% | 593 | -34 | -1.36% | Q4 2025 | Jan 27, 2026 |
| GWN SECURITIES INC. | History | Reduced | 2,452 | 613 | 0.12% | 0.17% | 594 | -320 | -11.54% | Q4 2025 | Feb 11, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 2,434 | 609 | 0.04% | 0.03% | 595 | +662 | 37.36% | Q4 2025 | Jan 08, 2026 |
| Aspire Growth Partners LLC | History | Reduced | 2,430 | 608 | 0.42% | 0.46% | 596 | -23 | -0.94% | Q4 2025 | Feb 05, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 2,420 | 605 | 0.1% | 0.11% | 597 | -79 | -3.16% | Q4 2025 | Jan 23, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 2,411 | 603 | 0.22% | 0.26% | 598 | +1 | 0.04% | Q4 2025 | Feb 11, 2026 |
| Empowered Funds, LLC | History | New | 2,399 | 600 | 0.01% | — | 602 | +2,399 | New | Q4 2025 | Feb 18, 2026 |
| Atlas Brown,Inc. | History | Added to | 2,401 | 600 | 0.18% | 0.17% | 600 | +144 | 6.38% | Q4 2025 | Jan 09, 2026 |
| Empire Life Investments Inc. | History | Added to | 2,400 | 600 | 0.03% | 0.03% | 603 | +100 | 4.35% | Q4 2025 | Feb 04, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 2,400 | 600 | 0.02% | 0.02% | 599 | -4 | -0.17% | Q4 2025 | Feb 04, 2026 |
| Estate Counselors, LLC | History | No change | 2,400 | 600 | 0.05% | 0.05% | 601 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cambria Investment Management, L.P. | History | New | 2,387 | 597 | 0.03% | — | 604 | +2,387 | New | Q4 2025 | Feb 17, 2026 |
| JT Stratford LLC | History | Added to | 2,336 | 584 | 0.07% | 0.05% | 605 | +961 | 69.89% | Q4 2025 | Feb 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 2,238 | 560 | 0.06% | 0.06% | 606 | +38 | 1.73% | Q4 2025 | Feb 18, 2026 |
| Maia Wealth LLC | History | Added to | 2,228 | 557 | 0.1% | 0.09% | 607 | +167 | 8.1% | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 2,218 | 555 | 0.08% | 0.06% | 608 | +611 | 38.02% | Q4 2025 | Feb 13, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 2,211 | 553 | 0.44% | 0.19% | 609 | +1 | 0.05% | Q4 2025 | Jan 06, 2026 |
| Galaxy Group Investments LLC | History | New | 2,200 | 550 | 0.07% | — | 611 | +2,200 | New | Q4 2025 | Mar 23, 2026 |
| Bay Rivers Group | History | Added to | 2,201 | 550 | 0.22% | 0.16% | 610 | +714 | 48.02% | Q4 2025 | Jan 07, 2026 |
| Busey Bank | History | Reduced | 2,193 | 548 | 0.01% | 0.02% | 612 | -31 | -1.39% | Q4 2025 | Jan 27, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 2,184 | 547 | 0.03% | 0.03% | 613 | +272 | 14.23% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 2,175 | 544 | 0.0% | 0.0% | 614 | +587 | 36.96% | Q4 2025 | Jan 30, 2026 |
| Semus Wealth Partners LLC | History | Added to | 2,160 | 540 | 0.29% | 0.21% | 615 | +688 | 46.74% | Q4 2025 | Jan 27, 2026 |
| Concorde Asset Management, LLC | History | Added to | 2,138 | 535 | 0.21% | 0.18% | 616 | +483 | 29.18% | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,140 | 535 | 0.06% | 0.06% | 617 | +8 | 0.38% | Q4 2025 | Jan 23, 2026 |
| Hershey Financial Advisers, LLC | History | New | 2,114 | 529 | 0.45% | — | 621 | +2,114 | New | Q4 2025 | Feb 18, 2026 |
| NWAM LLC | History | Added to | 2,061 | 529 | 0.03% | 0.03% | 619 | +185 | 9.86% | Q4 2025 | Feb 04, 2026 |
| Centric Wealth Management | History | Added to | 2,051 | 529 | 0.11% | 0.12% | 620 | +6 | 0.29% | Q4 2025 | Feb 04, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 2,114 | 529 | 0.01% | 0.01% | 618 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| 46 Peaks LLC | History | New | 2,105 | 526 | 0.39% | — | 622 | +2,105 | New | Q4 2025 | Feb 26, 2026 |
| First Bank & Trust | History | No change | 2,099 | 525 | 0.09% | 0.09% | 623 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,089 | 522 | 0.02% | 0.02% | 624 | +2 | 0.1% | Q4 2025 | Jan 09, 2026 |
| Oxinas Partners, LLC | History | Reduced | 2,078 | 520 | 0.25% | 0.3% | 625 | -89 | -4.11% | Q4 2025 | Jan 26, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 2,073 | 519 | 0.0% | 0.0% | 626 | +132 | 6.8% | Q4 2025 | Feb 12, 2026 |
| Rinkey Investments | History | No change | 2,067 | 517 | 0.13% | 0.14% | 627 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Legacy Trust | History | No change | 2,060 | 515 | 0.1% | 0.1% | 628 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Reduced | 2,034 | 509 | 0.32% | 0.34% | 629 | -21 | -1.02% | Q4 2025 | Feb 05, 2026 |
| Owen LaRue, LLC | History | Added to | 2,029 | 507 | 0.19% | 0.2% | 630 | +18 | 0.9% | Q4 2025 | Feb 05, 2026 |
| O'Brien Wealth Partners LLC | History | New | 2,000 | 500 | 0.07% | — | 631 | +2,000 | New | Q4 2025 | Jan 22, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 1,935 | 496 | 0.05% | 0.05% | 632 | +34 | 1.79% | Q4 2025 | Jan 12, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 1,974 | 494 | 0.04% | 0.04% | 633 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| New Millennium Group LLC | History | Reduced | 1,954 | 489 | 0.21% | 0.23% | 634 | -33 | -1.66% | Q4 2025 | Feb 06, 2026 |
| Santori & Peters, Inc. | History | Added to | 1,951 | 488 | 0.17% | 0.18% | 635 | +1 | 0.05% | Q4 2025 | Jan 15, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,944 | 486 | 0.01% | 0.01% | 636 | +558 | 40.26% | Q4 2025 | Feb 06, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 1,936 | 484 | 0.01% | 0.02% | 637 | -165 | -7.85% | Q4 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 1,931 | 483 | 0.05% | 0.04% | 638 | +465 | 31.72% | Q4 2025 | Feb 11, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 1,922 | 481 | 0.42% | 0.44% | 639 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 1,911 | 478 | 0.19% | 0.21% | 640 | +88 | 4.83% | Q4 2025 | Feb 02, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 1,905 | 476 | 0.02% | 0.06% | 641 | -2,863 | -60.05% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 1,905 | 476 | 0.33% | 0.38% | 642 | +6 | 0.32% | Q4 2025 | Feb 11, 2026 |
| Allen Capital Group, LLC | History | Reduced | 1,896 | 474 | 0.04% | 0.05% | 643 | -42 | -2.17% | Q4 2025 | Feb 09, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 1,877 | 469 | 0.18% | 0.15% | 644 | +626 | 50.04% | Q4 2025 | Feb 06, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 1,864 | 466 | 0.38% | — | 645 | +1,864 | New | Q4 2025 | Feb 13, 2026 |
| WealthPoint Financial, LLC | History | New | 1,854 | 464 | 0.4% | — | 647 | +1,854 | New | Q4 2025 | Feb 19, 2026 |
| Virtus Family Office LLC | History | Added to | 1,856 | 464 | 0.4% | 0.35% | 646 | +376 | 25.41% | Q4 2025 | Feb 03, 2026 |
| FIRST MERCHANTS CORP | History | No change | 1,852 | 463 | 0.02% | 0.02% | 648 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 1,845 | 461 | 0.05% | 0.05% | 649 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 1,842 | 461 | 0.13% | 0.13% | 650 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | New | 1,825 | 456 | 0.4% | — | 651 | +1,825 | New | Q4 2025 | Feb 12, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 1,814 | 454 | 0.03% | 0.03% | 652 | -28 | -1.52% | Q4 2025 | Feb 13, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 1,808 | 452 | 0.06% | 0.04% | 653 | +709 | 64.51% | Q4 2025 | Feb 13, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 1,771 | 443 | 0.16% | 0.18% | 654 | -28 | -1.56% | Q4 2025 | Feb 11, 2026 |
| Empire Financial Management Company, LLC | History | No change | 1,763 | 441 | 0.1% | 0.1% | 655 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 1,754 | 439 | 0.21% | 0.24% | 657 | -168 | -8.74% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,756 | 439 | 0.0% | 0.0% | 656 | -104 | -5.59% | Q4 2025 | Feb 12, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 1,743 | 436 | 0.01% | 0.02% | 658 | -58 | -3.22% | Q4 2025 | Feb 03, 2026 |
| Alta Wealth Advisors LLC | History | New | 1,726 | 432 | 0.14% | — | 660 | +1,726 | New | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,728 | 432 | 0.01% | 0.02% | 659 | -75 | -4.16% | Q4 2025 | Feb 06, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 1,725 | 431 | 0.1% | 0.11% | 661 | -50 | -2.82% | Q4 2025 | Jan 21, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 1,718 | 430 | 0.31% | 0.33% | 662 | +6 | 0.35% | Q4 2025 | Jan 21, 2026 |
| Sterling Group Wealth Management, LLC | History | No change | 1,714 | 429 | 0.21% | 0.22% | 663 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,712 | 428 | 0.01% | 0.0% | 664 | +537 | 45.7% | Q4 2025 | Feb 09, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 1,754 | 428 | 0.58% | 0.55% | 665 | +157 | 9.83% | Q4 2025 | Feb 10, 2026 |
| Emissary Wealth LLC | History | New | 1,708 | 427 | 0.36% | — | 666 | +1,708 | New | Q4 2025 | Jan 27, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 1,699 | 425 | 0.04% | 0.04% | 668 | -19 | -1.11% | Q4 2025 | Feb 10, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 1,699 | 425 | 0.04% | 0.04% | 667 | +12 | 0.71% | Q4 2025 | Jan 09, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 1,695 | 424 | 0.15% | 0.11% | 669 | +579 | 51.88% | Q4 2025 | Jan 08, 2026 |
| Cooper Financial Group | History | Reduced | 1,683 | 421 | 0.04% | 0.06% | 670 | -293 | -14.83% | Q4 2025 | Jan 08, 2026 |
| Seros Financial, LLC | History | Added to | 1,683 | 421 | 0.25% | 0.24% | 671 | +104 | 6.59% | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,679 | 420 | 0.0% | 0.0% | 672 | -249 | -12.91% | Q4 2025 | Feb 17, 2026 |
| OPINICUS CAPITAL, INC. | History | Reduced | 1,660 | 415 | 0.29% | 0.3% | 673 | -8 | -0.48% | Q4 2025 | Feb 04, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 1,657 | 414 | 0.19% | 0.14% | 674 | +537 | 47.95% | Q4 2025 | Feb 17, 2026 |
| Breakwater Capital Group | History | Reduced | 1,653 | 413 | 0.06% | 0.11% | 677 | -1,273 | -43.51% | Q4 2025 | Jan 09, 2026 |
| Smithfield Trust Co | History | Added to | 1,636 | 413 | 0.02% | 0.02% | 675 | +177 | 12.13% | Q4 2025 | Feb 09, 2026 |
| FINANCIAL LIFE ADVISORS | History | No change | 1,653 | 413 | 0.13% | 0.14% | 676 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,647 | 412 | 0.0% | 0.0% | 678 | -7 | -0.42% | Q4 2025 | Feb 12, 2026 |
| Facet Wealth, Inc. | History | New | 1,582 | 411 | 0.01% | — | 679 | +1,582 | New | Q4 2025 | Jan 29, 2026 |
| LifeSteps Financial, Inc. | History | Reduced | 1,642 | 411 | 0.26% | 0.32% | 680 | -278 | -14.48% | Q4 2025 | Jan 28, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 1,643 | 411 | 0.27% | 0.29% | 681 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 1,638 | 410 | 0.06% | 0.06% | 682 | +272 | 19.91% | Q4 2025 | Feb 09, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 1,633 | 408 | 0.06% | 0.08% | 683 | -390 | -19.28% | Q4 2025 | Feb 09, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 1,610 | 403 | 0.02% | 0.02% | 684 | -23 | -1.41% | Q4 2025 | Jan 13, 2026 |
| WBH ADVISORY INC | History | Reduced | 1,602 | 401 | 0.03% | 0.24% | 687 | -10,477 | -86.74% | Q4 2025 | Jan 26, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 1,604 | 401 | 0.38% | — | 686 | +1,604 | New | Q4 2025 | Jan 23, 2026 |
| StoneX Group Inc. | History | Reduced | 1,599 | 401 | 0.02% | 0.02% | 685 | -109 | -6.38% | Q4 2025 | Feb 12, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,600 | 400 | 0.03% | 0.03% | 688 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Trust Co of the South | History | No change | 1,600 | 400 | 0.06% | 0.07% | 689 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 1,591 | 398 | 0.08% | 0.09% | 690 | +1 | 0.06% | Q4 2025 | Jan 22, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 1,587 | 397 | 0.11% | — | 692 | +1,587 | New | Q4 2025 | Feb 09, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 1,567 | 397 | 0.01% | 0.01% | 691 | +57 | 3.77% | Q4 2025 | Feb 09, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 1,573 | 393 | 0.06% | 0.05% | 693 | +578 | 58.09% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 1,562 | 390 | 0.0% | — | 695 | +1,562 | New | Q4 2025 | Feb 13, 2026 |
| Benson Wealth Management INC | History | New | 1,562 | 390 | 0.43% | — | 696 | +1,562 | New | Q4 2025 | Feb 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 1,560 | 390 | 0.06% | 0.1% | 694 | -1,084 | -41.0% | Q4 2025 | Feb 10, 2026 |
| Baron Financial Group, LLC | History | Reduced | 1,555 | 389 | 0.21% | 0.22% | 697 | -20 | -1.27% | Q4 2025 | Jan 09, 2026 |
| Veracity Capital LLC | History | Added to | 1,540 | 385 | 0.11% | 0.09% | 698 | +443 | 40.38% | Q4 2025 | Jan 29, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 1,531 | 383 | 0.01% | 0.01% | 699 | -332 | -17.82% | Q4 2025 | Jan 14, 2026 |
| Legacy Wealth Partners, LLC | History | New | 1,521 | 380 | 0.1% | — | 700 | +1,521 | New | Q4 2025 | Feb 17, 2026 |
| Blue Capital, Inc. | History | Added to | 1,503 | 376 | 0.27% | 0.16% | 702 | +680 | 82.62% | Q4 2025 | Feb 23, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 1,502 | 376 | 0.03% | 0.03% | 701 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 1,500 | 375 | 0.14% | 0.14% | 703 | +43 | 2.95% | Q4 2025 | Jan 23, 2026 |
| Merited Wealth, LLC | History | New | 1,479 | 370 | 0.34% | — | 705 | +1,479 | New | Q4 2025 | Mar 26, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,481 | 370 | 0.0% | 0.0% | 704 | +148 | 11.1% | Q4 2025 | Feb 17, 2026 |
| Capital Planning Advisors, LLC | History | New | 1,472 | 368 | 0.05% | — | 706 | +1,472 | New | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 1,468 | 367 | 0.09% | 0.09% | 707 | -85 | -5.47% | Q4 2025 | Feb 17, 2026 |
| Successful Portfolios LLC | History | Added to | 1,417 | 364 | 0.19% | 0.21% | 708 | +5 | 0.35% | Q4 2025 | Jan 23, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 1,447 | 362 | 0.13% | 0.13% | 709 | +154 | 11.91% | Q4 2025 | Feb 03, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 1,444 | 361 | 0.06% | 0.06% | 710 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EWA, LLC | History | Reduced | 1,442 | 360 | 0.09% | 0.11% | 711 | -46 | -3.09% | Q4 2025 | Feb 03, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 1,438 | 359 | 0.04% | 0.04% | 712 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 1,432 | 358 | 0.04% | 0.05% | 713 | -147 | -9.31% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 1,422 | 355 | 0.01% | 0.01% | 714 | -101 | -6.63% | Q4 2025 | Feb 17, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 1,366 | 350 | 0.04% | 0.05% | 716 | -179 | -11.59% | Q4 2025 | Feb 03, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,399 | 350 | 0.0% | 0.0% | 715 | +54 | 4.01% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 1,394 | 348 | 0.0% | 0.0% | 717 | +563 | 67.75% | Q4 2025 | Feb 03, 2026 |
| SYM FINANCIAL Corp | History | Added to | 1,381 | 345 | 0.04% | 0.04% | 718 | +65 | 4.94% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Added to | 1,376 | 344 | 0.0% | 0.0% | 719 | +108 | 8.52% | Q4 2025 | Feb 02, 2026 |
| JBR Co Financial Management Inc | History | No change | 1,375 | 344 | 0.14% | 0.15% | 720 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 1,368 | 342 | 0.05% | 0.05% | 721 | -2 | -0.15% | Q4 2025 | Jan 23, 2026 |
| Zhang Financial LLC | History | Added to | 1,357 | 339 | 0.01% | 0.01% | 722 | +357 | 35.7% | Q4 2025 | Feb 10, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 1,331 | 333 | 0.18% | 0.14% | 723 | +391 | 41.6% | Q4 2025 | Jan 30, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 1,326 | 331 | 0.08% | 0.08% | 725 | +104 | 8.51% | Q4 2025 | Jan 28, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 1,322 | 331 | 0.11% | 0.12% | 724 | +2 | 0.15% | Q4 2025 | Feb 05, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 1,314 | 328 | 0.11% | 0.12% | 726 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| J.Safra Asset Management Corp | History | New | 1,300 | 325 | 0.02% | — | 727 | +1,300 | New | Q4 2025 | Feb 11, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 1,302 | 325 | 0.05% | 0.05% | 728 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,292 | 323 | 0.01% | 0.01% | 729 | +369 | 39.98% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 1,283 | 321 | 0.01% | 0.01% | 730 | +11 | 0.86% | Q4 2025 | Feb 04, 2026 |
| Independent Advisor Alliance | History | New | 1,281 | 320 | 0.01% | — | 731 | +1,281 | New | Q4 2025 | Feb 04, 2026 |
| Rede Wealth, LLC | History | New | 1,278 | 319 | 0.11% | — | 732 | +1,278 | New | Q4 2025 | Jan 23, 2026 |
| Storen Legacy Partners, LLC | History | New | 1,270 | 317 | 0.1% | — | 734 | +1,270 | New | Q4 2025 | Mar 05, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 1,268 | 317 | 0.16% | 0.18% | 733 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 1,255 | 314 | 0.19% | 0.22% | 735 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,238 | 309 | 0.1% | 0.19% | 736 | +479 | 63.11% | Q4 2025 | Feb 17, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 1,222 | 305 | 0.01% | 0.01% | 737 | +14 | 1.16% | Q4 2025 | Feb 11, 2026 |
| MinichMacGregor Wealth Management, LLC | History | New | 1,214 | 303 | 0.05% | — | 738 | +1,214 | New | Q4 2025 | Feb 17, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 1,212 | 303 | 0.03% | 0.03% | 739 | +194 | 19.06% | Q4 2025 | Feb 10, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 1,212 | 303 | 0.21% | 0.23% | 740 | -90 | -6.91% | Q4 2025 | Jan 16, 2026 |
| CGN Advisors LLC | History | Reduced | 1,206 | 301 | 0.02% | 0.04% | 741 | -555 | -31.52% | Q4 2025 | Jan 05, 2026 |
| Traction Financial Partners, LLC | History | Added to | 1,206 | 301 | 0.18% | 0.18% | 742 | +40 | 3.43% | Q4 2025 | Jan 29, 2026 |
| Opulen Financial Group LLC | History | Added to | 1,203 | 301 | 0.22% | 0.23% | 743 | +4 | 0.33% | Q4 2025 | Feb 10, 2026 |
| Kastel Capital Advisors, LLC | History | New | 1,202 | 300 | 0.18% | — | 745 | +1,202 | New | Q4 2025 | Feb 18, 2026 |
| Glassman Wealth Services | History | No change | 1,202 | 300 | 0.04% | 0.04% | 744 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ProVise Management Group, LLC | History | No change | 1,189 | 297 | 0.02% | 0.02% | 746 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,178 | 294 | 0.0% | 0.0% | 747 | +211 | 21.82% | Q4 2025 | Feb 09, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 1,165 | 291 | 0.16% | 0.14% | 748 | +228 | 24.33% | Q4 2025 | Jan 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 1,159 | 290 | 0.06% | 0.06% | 749 | +12 | 1.05% | Q4 2025 | Feb 10, 2026 |
| Allegheny Financial Group | History | No change | 1,153 | 288 | 0.04% | 0.06% | 750 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Aegis Wealth Management, Inc. | History | New | 1,147 | 287 | 0.23% | — | 751 | +1,147 | New | Q4 2025 | Feb 05, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 1,145 | 286 | 0.1% | 0.12% | 752 | -145 | -11.24% | Q4 2025 | Jan 23, 2026 |
| Royal Harbor Partners, LLC | History | No change | 1,146 | 286 | 0.09% | 0.1% | 753 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,132 | 283 | 0.0% | 0.0% | 754 | +369 | 48.36% | Q4 2025 | Feb 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 1,126 | 281 | 0.01% | 0.01% | 755 | +36 | 3.3% | Q4 2025 | Feb 04, 2026 |
| Midwest Trust Co | History | Reduced | 1,122 | 280 | 0.0% | 0.0% | 758 | -224 | -16.64% | Q4 2025 | Feb 04, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 1,120 | 280 | 0.02% | 0.02% | 757 | -12 | -1.06% | Q4 2025 | Jan 22, 2026 |
| Strid Group, LLC | History | No change | 1,119 | 280 | 0.03% | 0.04% | 756 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Financial Private Client, LLC | History | New | 1,118 | 279 | 0.1% | — | 760 | +1,118 | New | Q4 2025 | Jan 27, 2026 |
| Balefire, LLC | History | Added to | 1,116 | 279 | 0.05% | 0.05% | 759 | +86 | 8.35% | Q4 2025 | Jan 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 1,112 | 278 | 0.02% | 0.02% | 761 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| New Hampshire Trust | History | No change | 1,109 | 277 | 0.05% | 0.05% | 762 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Orion Capital Management LLC | History | Reduced | 1,103 | 276 | 0.09% | 0.11% | 763 | -110 | -9.07% | Q4 2025 | Feb 03, 2026 |
| Portside Wealth Group, LLC | History | Added to | 1,102 | 275 | 0.04% | 0.04% | 764 | +65 | 6.27% | Q4 2025 | Jan 21, 2026 |
| SIERRA OCEAN, LLC | History | Reduced | 1,100 | 275 | 0.23% | 0.25% | 765 | -44 | -3.85% | Q4 2025 | Feb 06, 2026 |
| Ergawealth Advisors, Inc. | History | Reduced | 1,098 | 274 | 0.13% | 0.17% | 767 | -352 | -24.28% | Q4 2025 | Jan 21, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 1,098 | 274 | 0.09% | 0.09% | 766 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 1,091 | 273 | 0.1% | 0.11% | 768 | -4 | -0.37% | Q4 2025 | Feb 09, 2026 |
| 4J Wealth Management LLC | History | Added to | 1,078 | 269 | 0.15% | 0.16% | 769 | +1 | 0.09% | Q4 2025 | Jan 15, 2026 |
| NCM Capital Management, LLC | History | Added to | 1,072 | 268 | 0.1% | 0.1% | 770 | +28 | 2.68% | Q4 2025 | Mar 02, 2026 |
| Harvest Investment Services, LLC | History | Added to | 1,069 | 267 | 0.05% | 0.04% | 771 | +246 | 29.89% | Q4 2025 | Feb 17, 2026 |
| Chancellor Financial Group WB LP | History | No change | 1,068 | 267 | 0.18% | 0.19% | 772 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Canandaigua National Trust Co of Florida | History | New | 1,059 | 265 | 0.17% | — | 773 | +1,059 | New | Q4 2025 | Jan 30, 2026 |
| ADG Wealth Management Group, LLC | History | New | 1,058 | 264 | 0.2% | — | 776 | +1,058 | New | Q4 2025 | Jan 15, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 1,057 | 264 | 0.16% | 0.17% | 774 | -39 | -3.56% | Q4 2025 | Feb 06, 2026 |
| FourThought Financial Partners, LLC | History | No change | 1,056 | 264 | 0.02% | 0.02% | 775 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASL Financial, LLC | History | New | 1,053 | 263 | 0.21% | — | 777 | +1,053 | New | Q4 2025 | Jan 20, 2026 |
| Stonebrook Private Inc. | History | Reduced | 1,047 | 262 | 0.05% | 0.12% | 778 | -1,149 | -52.32% | Q4 2025 | Feb 11, 2026 |
| BBR PARTNERS, LLC | History | No change | 1,045 | 261 | 0.01% | 0.02% | 779 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 1,041 | 260 | 0.06% | 0.07% | 780 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 1,039 | 259 | 0.03% | 0.03% | 781 | +27 | 2.67% | Q4 2025 | Feb 13, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 1,038 | 259 | 0.1% | 0.11% | 782 | +2 | 0.19% | Q4 2025 | Feb 04, 2026 |
| GoalVest Advisory LLC | History | New | 1,031 | 258 | 0.05% | — | 784 | +1,031 | New | Q4 2025 | Jan 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 1,032 | 258 | 0.01% | 0.01% | 783 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | No change | 1,031 | 258 | 0.16% | 0.18% | 785 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,028 | 257 | 0.01% | 0.02% | 787 | -32 | -3.02% | Q4 2025 | Feb 10, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 1,029 | 257 | 0.02% | 0.03% | 786 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Stonebridge Wealth Management, LLC | History | No change | 1,029 | 257 | 0.24% | 0.23% | 788 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,024 | 256 | 0.03% | — | 790 | +1,024 | New | Q4 2025 | Jan 27, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 1,023 | 256 | 0.08% | 0.08% | 789 | +1 | 0.1% | Q4 2025 | Jan 22, 2026 |
| Gibbs Wealth Management | History | Added to | 991 | 254 | 0.06% | 0.06% | 791 | +8 | 0.81% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,003 | 251 | 0.02% | 0.02% | 792 | +146 | 17.04% | Q4 2025 | Feb 03, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 999 | 250 | 0.12% | 0.15% | 793 | -178 | -15.12% | Q4 2025 | Jan 23, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 992 | 248 | 0.11% | 0.1% | 796 | +112 | 12.73% | Q4 2025 | Jan 07, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 994 | 248 | 0.0% | 0.0% | 794 | +41 | 4.3% | Q4 2025 | Feb 17, 2026 |
| TKG Advisors, LLC | History | Reduced | 993 | 248 | 0.1% | 0.11% | 795 | -22 | -2.17% | Q4 2025 | Jan 29, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 987 | 247 | 0.02% | 0.02% | 798 | -199 | -16.78% | Q4 2025 | Feb 18, 2026 |
| Accredited Investors Inc. | History | Reduced | 987 | 247 | 0.01% | 0.02% | 797 | -66 | -6.27% | Q4 2025 | Feb 05, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 984 | 246 | 0.03% | 0.03% | 799 | +145 | 17.28% | Q4 2025 | Feb 05, 2026 |
| Poehling Capital Management, INC. | History | No change | 979 | 245 | 0.05% | 0.05% | 800 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |