iSHARES TRUST - OEF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 10,595,755 | 3,634,026 | 1.08% | 1.03% | 1 | -140,451 | -1.31% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,978,434 | 2,393,393 | 0.17% | 0.15% | 2 | +143,951 | 2.11% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 4,530,269 | 1,553,746 | 0.42% | 0.41% | 3 | +290,930 | 6.86% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,791,323 | 957,340 | 0.06% | 0.05% | 4 | +110,536 | 4.12% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 2,555,823 | 876,571 | 0.05% | 0.05% | 5 | +147,326 | 6.12% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,549,164 | 874,286 | 2.78% | 2.73% | 6 | -13,057 | -0.51% | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,182,394 | 748,495 | 0.46% | 0.47% | 7 | +115,096 | 5.57% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 1,287,636 | 441,620 | 0.01% | 0.01% | 8 | +40,321 | 3.23% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 1,190,792 | 408,406 | 1.11% | 1.16% | 9 | +27,019 | 2.32% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,110,541 | 380,882 | 0.05% | 0.05% | 10 | -12,222 | -1.09% | Q4 2025 | Mar 25, 2026 |
| Focus Partners Wealth | History | Added to | 1,042,292 | 357,453 | 0.41% | 0.41% | 11 | +275,818 | 35.99% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,012,343 | 347,203 | 1.22% | 1.18% | 12 | +46,833 | 4.85% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,007,306 | 345,476 | 2.93% | 2.58% | 13 | +13,013 | 1.31% | Q4 2025 | Jan 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 912,326 | 312,900 | 0.06% | 0.05% | 14 | +177,259 | 24.11% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 900,318 | 308,782 | 0.75% | 0.72% | 15 | +92,104 | 11.4% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 822,857 | 282,215 | 1.19% | 1.21% | 16 | -9,828 | -1.18% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 806,686 | 276,669 | 0.3% | 0.29% | 17 | +50,135 | 6.63% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 726,018 | 249,002 | 0.04% | 0.04% | 18 | +15,718 | 2.21% | Q4 2025 | Jan 29, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 703,504 | 241,280 | 0.72% | 0.72% | 19 | -4,735 | -0.67% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 594,918 | 204,044 | 0.05% | 0.04% | 20 | +55,755 | 10.34% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 568,340 | 194,924 | 0.45% | 0.45% | 21 | +3,356 | 0.59% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 556,996 | 191,032 | 1.87% | 1.85% | 22 | +14,232 | 2.62% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 545,670 | 187,148 | 0.03% | 0.03% | 23 | +39,088 | 7.72% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 482,215 | 165,385 | 0.6% | 0.67% | 24 | +38,887 | 8.77% | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 470,824 | 161,478 | 0.05% | 0.04% | 25 | +89,125 | 23.35% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 466,961 | 160,153 | 0.21% | 0.18% | 26 | +44,660 | 10.58% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 440,765 | 151,168 | 0.1% | 0.09% | 27 | +18,014 | 4.26% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 435,278 | 149,287 | 0.08% | 0.08% | 28 | +20,312 | 4.89% | Q4 2025 | Feb 06, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 408,838 | 140,219 | 2.62% | 2.84% | 29 | -12,370 | -2.94% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 374,545 | 128,457 | 1.68% | 1.67% | 30 | +29,327 | 8.5% | Q4 2025 | Feb 10, 2026 |
| JB Capital LLC | History | Added to | 367,150 | 125,921 | 5.14% | 5.19% | 31 | +5,652 | 1.56% | Q4 2025 | Jan 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 348,477 | 119,517 | 0.65% | 0.32% | 32 | +140,206 | 67.32% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 301,700 | 103,474 | 0.15% | 0.22% | 33 | -149,800 | -33.18% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 298,053 | 102,223 | 0.02% | — | 34 | +298,053 | New | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 293,499 | 100,661 | 0.61% | 0.68% | 35 | +9,862 | 3.48% | Q4 2025 | Feb 17, 2026 |
| CM WEALTH ADVISORS LLC | History | Added to | 247,292 | 84,813 | 19.16% | 21.56% | 36 | +1,563 | 0.64% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 243,358 | 83,467 | 0.08% | 0.07% | 37 | +14,979 | 6.56% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 224,412 | 76,967 | 0.09% | 0.09% | 38 | +20,730 | 10.18% | Q4 2025 | Feb 13, 2026 |
| SNS Financial Group, LLC | History | Reduced | 210,826 | 72,307 | 6.23% | 6.18% | 39 | -2,739 | -1.28% | Q4 2025 | Feb 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 206,042 | 71,033 | 0.13% | 0.14% | 40 | -929 | -0.45% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 192,618 | 66,135 | 0.1% | 0.09% | 41 | -3,373 | -1.72% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 178,930 | 61,367 | 0.02% | 0.02% | 42 | -1,766 | -0.98% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 171,376 | 58,776 | 0.08% | 0.08% | 43 | -465 | -0.27% | Q4 2025 | Feb 02, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 170,477 | 58,468 | 0.1% | 0.09% | 44 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 168,154 | 57,671 | 0.03% | 0.03% | 45 | +18,552 | 12.4% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 168,129 | 57,663 | 0.0% | 0.0% | 46 | +1,630 | 0.98% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 166,759 | 57,193 | 0.08% | 0.09% | 47 | -513 | -0.31% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 161,027 | 55,227 | 0.84% | 0.85% | 48 | -601 | -0.37% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 160,667 | 55,104 | 0.15% | 0.13% | 49 | +21,428 | 15.39% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Added to | 151,720 | 52,035 | 0.06% | 0.06% | 50 | +6,597 | 4.55% | Q4 2025 | Jan 30, 2026 |
| Atria Investments, Inc | History | Added to | 151,479 | 51,952 | 0.59% | 0.55% | 51 | +7,971 | 5.55% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 150,279 | 51,541 | 0.28% | 0.29% | 52 | -1,007 | -0.67% | Q4 2025 | Feb 12, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 141,240 | 48,441 | 0.21% | 0.23% | 53 | -12,765 | -8.29% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 140,272 | 48,109 | 0.28% | 0.32% | 54 | -8,332 | -5.61% | Q4 2025 | Jan 26, 2026 |
| Quantinno Capital Management LP | History | Added to | 138,837 | 47,617 | 0.1% | 0.12% | 55 | +2,432 | 1.78% | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Reduced | 130,232 | 44,665 | 0.26% | 0.25% | 56 | -3,340 | -2.5% | Q4 2025 | Feb 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 124,725 | 42,776 | 2.26% | 2.19% | 57 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 123,410 | 42,326 | 0.5% | 0.47% | 58 | -35,112 | -22.15% | Q4 2025 | Feb 13, 2026 |
| VICUS CAPITAL | History | Added to | 117,655 | 40,352 | 3.03% | 2.88% | 59 | +4,410 | 3.89% | Q4 2025 | Jan 22, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 116,248 | 39,869 | 2.66% | 2.54% | 60 | +3,613 | 3.21% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 115,966 | 39,772 | 0.96% | 0.9% | 61 | +5,727 | 5.2% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 115,490 | 39,609 | 0.01% | 0.01% | 62 | -422 | -0.36% | Q4 2025 | Feb 11, 2026 |
| Financial Partners Group, Inc | History | Reduced | 113,571 | 39,018 | 4.51% | 4.76% | 63 | -1,136 | -0.99% | Q4 2025 | Feb 03, 2026 |
| Capital Analysts, LLC | History | Reduced | 108,787 | 37,311 | 1.14% | 1.06% | 64 | -114 | -0.1% | Q4 2025 | Feb 11, 2026 |
| RIA Advisory Group LLC | History | Added to | 108,309 | 37,146 | 8.93% | 7.86% | 65 | +16,151 | 17.53% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 105,545 | 36,199 | 0.07% | 0.05% | 66 | +29,992 | 39.7% | Q4 2025 | Mar 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 105,116 | 36,051 | 0.81% | 0.92% | 67 | -1,546 | -1.45% | Q4 2025 | Feb 06, 2026 |
| Demars Financial Group, LLC | History | Added to | 103,910 | 35,637 | 11.93% | 11.54% | 68 | +3,828 | 3.82% | Q4 2025 | Jan 22, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 102,883 | 35,285 | 1.93% | 2.0% | 69 | -1,112 | -1.07% | Q4 2025 | Jan 30, 2026 |
| Sharkey, Howes & Javer | History | Added to | 94,863 | 32,535 | 4.14% | 3.82% | 70 | +5,638 | 6.32% | Q4 2025 | Jan 13, 2026 |
| Pathstone Holdings, LLC | History | New | 94,509 | 32,413 | 0.13% | — | 71 | +94,509 | New | Q4 2025 | Feb 13, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 91,972 | 31,543 | 2.92% | 2.84% | 72 | +2,455 | 2.74% | Q4 2025 | Feb 10, 2026 |
| Ackerman Asset Management, LLC | History | Reduced | 88,735 | 30,433 | 20.24% | 21.19% | 73 | -151 | -0.17% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 88,002 | 30,214 | 0.16% | 0.18% | 74 | +3,301 | 3.9% | Q4 2025 | Feb 17, 2026 |
| Stone House Investment Management, LLC | History | Added to | 83,442 | 28,617 | 4.44% | 4.57% | 75 | +1,879 | 2.3% | Q4 2025 | Jan 21, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 83,213 | 28,539 | 0.93% | 0.93% | 76 | -348 | -0.42% | Q4 2025 | Jan 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 82,407 | 28,263 | 0.21% | 0.19% | 77 | +7,797 | 10.45% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 80,476 | 27,600 | 0.49% | 0.43% | 78 | +17,124 | 27.03% | Q4 2025 | Jan 16, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 80,431 | 27,585 | 2.81% | 2.76% | 79 | +196 | 0.24% | Q4 2025 | Jan 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 79,796 | 27,367 | 0.22% | 0.25% | 80 | -376 | -0.47% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 79,213 | 27,167 | 0.29% | 0.28% | 81 | +22,698 | 40.16% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 79,146 | 27,144 | 0.05% | 0.05% | 82 | +148 | 0.19% | Q4 2025 | Feb 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 78,904 | 27,061 | 3.03% | — | 83 | +78,904 | New | Q4 2025 | Jan 14, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 78,123 | 26,793 | 15.35% | — | 84 | +78,123 | New | Q4 2025 | Feb 17, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 78,786 | 26,673 | 3.47% | 3.61% | 85 | -1,138 | -1.42% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 76,408 | 26,205 | 0.04% | 0.04% | 86 | +1,110 | 1.47% | Q4 2025 | Feb 18, 2026 |
| Detalus Advisors, LLC | History | Added to | 75,317 | 25,831 | 6.3% | 6.3% | 87 | +2,153 | 2.94% | Q4 2025 | Feb 03, 2026 |
| High Falls Advisors, Inc | History | Added to | 74,369 | 25,506 | 5.17% | 4.8% | 88 | +4,347 | 6.21% | Q4 2025 | Feb 18, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 73,992 | 25,377 | 2.13% | 2.14% | 89 | -259 | -0.35% | Q4 2025 | Jan 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 73,310 | 25,143 | 0.88% | 0.68% | 90 | +18,162 | 32.93% | Q4 2025 | Jan 15, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 73,057 | 25,056 | 4.3% | 3.92% | 91 | +172 | 0.24% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 72,277 | 24,788 | 0.12% | 0.1% | 92 | +13,205 | 22.35% | Q4 2025 | Feb 17, 2026 |
| NorthRock Partners, LLC | History | Added to | 70,565 | 24,201 | 0.41% | 0.3% | 93 | +21,283 | 43.19% | Q4 2025 | Feb 17, 2026 |
| TSA Wealth Managment LLC | History | Added to | 69,404 | 23,803 | 7.88% | 7.71% | 94 | +1,345 | 1.98% | Q4 2025 | Jan 22, 2026 |
| One Capital Management, LLC | History | Added to | 67,958 | 23,307 | 0.7% | 0.71% | 95 | +893 | 1.33% | Q4 2025 | Feb 10, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 67,528 | 23,160 | 0.38% | 0.4% | 96 | -2,395 | -3.43% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 67,293 | 23,079 | 0.1% | 0.09% | 97 | +5,075 | 8.16% | Q4 2025 | Feb 13, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 65,008 | 22,295 | 5.83% | 3.99% | 98 | +20,484 | 46.01% | Q4 2025 | Jan 27, 2026 |
| Kelly Financial Services LLC | History | Added to | 64,691 | 22,187 | 5.56% | 5.33% | 99 | +2,880 | 4.66% | Q4 2025 | Jan 13, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 64,253 | 22,036 | 4.18% | 4.22% | 100 | -852 | -1.31% | Q4 2025 | Feb 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 63,688 | 21,843 | 2.14% | 2.0% | 101 | +5,313 | 9.1% | Q4 2025 | Feb 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 62,900 | 21,572 | 1.27% | 1.22% | 102 | +309 | 0.49% | Q4 2025 | Feb 03, 2026 |
| Keebeck Wealth Management | History | Added to | 62,792 | 21,535 | 2.49% | 2.44% | 103 | +811 | 1.31% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 62,574 | 21,461 | 0.27% | 0.19% | 104 | +18,076 | 40.62% | Q4 2025 | Jan 29, 2026 |
| BROWN ADVISORY INC | History | Added to | 62,142 | 21,313 | 0.03% | 0.02% | 105 | +19,217 | 44.77% | Q4 2025 | Feb 13, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 61,874 | 21,220 | 2.94% | 3.13% | 106 | +4,395 | 7.65% | Q4 2025 | Jan 14, 2026 |
| Panoramic Capital Partners, LLC | History | Reduced | 60,533 | 20,760 | 12.73% | 13.24% | 107 | -1,367 | -2.21% | Q4 2025 | Jan 07, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 59,447 | 20,389 | 1.99% | 1.86% | 108 | +3,495 | 6.25% | Q4 2025 | Jan 20, 2026 |
| Wealth Forward, LLC | History | Reduced | 59,235 | 20,315 | 11.48% | 11.48% | 109 | -162 | -0.27% | Q4 2025 | Jan 30, 2026 |
| PAX Financial Group, LLC | History | Added to | 59,017 | 20,241 | 3.49% | 3.12% | 110 | +7,061 | 13.59% | Q4 2025 | Feb 05, 2026 |
| Investors Research Corp | History | Added to | 58,423 | 20,037 | 3.67% | 3.51% | 111 | +1,447 | 2.54% | Q4 2025 | Jan 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 57,487 | 19,716 | 0.11% | 0.11% | 112 | +2,726 | 4.98% | Q4 2025 | Feb 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 56,854 | 19,499 | 0.71% | 0.48% | 113 | +26,232 | 85.66% | Q4 2025 | Feb 09, 2026 |
| Avid Wealth Partners LLC | History | Added to | 56,523 | 19,385 | 9.47% | 8.62% | 114 | +4,433 | 8.51% | Q4 2025 | Feb 13, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 56,345 | 19,324 | 5.83% | 5.68% | 115 | +619 | 1.11% | Q4 2025 | Jan 12, 2026 |
| TABR Capital Management, LLC | History | Reduced | 56,139 | 19,253 | 12.85% | 13.14% | 116 | -1,703 | -2.94% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 55,573 | 19,059 | 0.02% | 0.02% | 117 | +3,313 | 6.34% | Q4 2025 | Feb 06, 2026 |
| Stokes Family Office, LLC | History | Added to | 54,969 | 18,852 | 1.72% | 1.69% | 118 | +1,458 | 2.72% | Q4 2025 | Feb 18, 2026 |
| Waverly Advisors, LLC | History | Added to | 54,191 | 18,585 | 0.15% | 0.14% | 119 | +10,627 | 24.39% | Q4 2025 | Feb 17, 2026 |
| Wealth Group Ltd | History | Added to | 53,329 | 18,290 | 4.09% | 2.92% | 120 | +15,398 | 40.59% | Q4 2025 | Jan 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 52,391 | 17,968 | 0.12% | 0.13% | 121 | +1,153 | 2.25% | Q4 2025 | Feb 17, 2026 |
| Trek Financial, LLC | History | Added to | 52,386 | 17,966 | 1.04% | 0.99% | 122 | +2,537 | 5.09% | Q4 2025 | Feb 04, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 51,754 | 17,750 | 0.03% | 0.02% | 123 | +6,733 | 14.96% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | Added to | 51,740 | 17,745 | 0.57% | 0.46% | 124 | +21,942 | 73.64% | Q4 2025 | Jan 20, 2026 |
| NORTHERN TRUST CORP | History | Added to | 51,475 | 17,654 | 0.0% | 0.0% | 125 | +1,121 | 2.23% | Q4 2025 | Feb 17, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 51,394 | 17,626 | 2.15% | 2.16% | 126 | -274 | -0.53% | Q4 2025 | Feb 02, 2026 |
| Regal Investment Advisors LLC | History | Added to | 50,412 | 17,289 | 1.03% | 0.97% | 127 | +5,434 | 12.08% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 50,313 | 17,255 | 0.06% | 0.07% | 128 | -8,500 | -14.45% | Q4 2025 | Jan 30, 2026 |
| Keystone Financial Services | History | Added to | 49,814 | 17,084 | 5.16% | 3.12% | 129 | +19,572 | 64.72% | Q4 2025 | Feb 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 49,662 | 17,032 | 1.0% | 0.71% | 130 | +752 | 1.54% | Q4 2025 | Jan 30, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 49,121 | 16,847 | 2.33% | 2.43% | 131 | +1,787 | 3.78% | Q4 2025 | Jan 09, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 48,726 | 16,711 | 0.16% | 0.2% | 132 | +3,943 | 8.8% | Q4 2025 | Feb 10, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 47,445 | 16,272 | 1.19% | 1.14% | 133 | +2,054 | 4.53% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 47,411 | 16,260 | 0.18% | 0.15% | 134 | +8,627 | 22.24% | Q4 2025 | Jan 20, 2026 |
| Goldstein Advisors, LLC | History | Added to | 47,001 | 16,119 | 1.84% | 1.88% | 135 | +498 | 1.07% | Q4 2025 | Feb 10, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Reduced | 46,975 | 16,111 | 1.74% | 1.67% | 136 | -799 | -1.67% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 46,649 | 15,999 | 0.01% | 0.01% | 137 | +1,032 | 2.26% | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Advisors, LLC | History | Reduced | 46,523 | 15,956 | 2.21% | 2.24% | 138 | -864 | -1.82% | Q4 2025 | Feb 17, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 46,297 | 15,878 | 8.41% | 10.09% | 139 | -1,426 | -2.99% | Q4 2025 | Feb 10, 2026 |
| Ancora Advisors LLC | History | Reduced | 45,638 | 15,652 | 0.32% | 0.33% | 140 | -3,621 | -7.35% | Q4 2025 | Feb 17, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 45,614 | 15,644 | 3.54% | 3.7% | 141 | -120 | -0.26% | Q4 2025 | Jan 26, 2026 |
| SWMG, LLC | History | Added to | 45,253 | 15,458 | 4.29% | 4.35% | 142 | +2,481 | 5.8% | Q4 2025 | Feb 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 44,751 | 15,348 | 0.05% | 0.06% | 143 | -7,600 | -14.52% | Q4 2025 | Jan 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 44,396 | 15,226 | 0.23% | 0.16% | 144 | +14,744 | 49.72% | Q4 2025 | Feb 12, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 43,735 | 15,092 | 0.45% | — | 145 | +43,735 | New | Q4 2025 | Feb 13, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 43,699 | 14,987 | 7.18% | 6.65% | 146 | +2,245 | 5.42% | Q4 2025 | Jan 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 43,185 | 14,812 | 0.02% | 0.02% | 147 | +8,302 | 23.8% | Q4 2025 | Mar 09, 2026 |
| Elevated Financial Group LLC | History | New | 43,033 | 14,759 | 5.11% | — | 148 | +43,033 | New | Q4 2025 | Jan 29, 2026 |
| Legacy Financial Group LLC | History | Added to | 42,654 | 14,514 | 1.79% | 1.81% | 149 | +1,053 | 2.53% | Q4 2025 | Feb 05, 2026 |
| Carnegie Investment Counsel | History | Added to | 40,548 | 13,906 | 0.26% | 0.25% | 150 | +200 | 0.5% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 40,372 | 13,846 | 0.16% | 0.15% | 151 | +13,982 | 52.98% | Q4 2025 | Jan 29, 2026 |
| Canal Capital Management, LLC | History | Added to | 40,300 | 13,821 | 1.96% | 1.45% | 152 | +11,217 | 38.57% | Q4 2025 | Jan 06, 2026 |
| Brookstone Capital Management | History | Added to | 39,788 | 13,646 | 0.16% | 0.14% | 153 | +3,782 | 10.5% | Q4 2025 | Jan 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 39,603 | 13,582 | 0.15% | 0.16% | 154 | -3,381 | -7.87% | Q4 2025 | Jan 16, 2026 |
| Continuum Advisory, LLC | History | Added to | 38,871 | 13,331 | 1.33% | 1.34% | 155 | +751 | 1.97% | Q4 2025 | Feb 11, 2026 |
| Rothschild Wealth LLC | History | Added to | 38,684 | 13,267 | 1.27% | 1.58% | 156 | +16,837 | 77.07% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 38,435 | 13,181 | 0.23% | 0.19% | 157 | +13,576 | 54.61% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 38,171 | 13,091 | 0.86% | 0.85% | 158 | +720 | 1.92% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | Added to | 37,723 | 12,937 | 0.03% | 0.02% | 159 | +3,068 | 8.85% | Q4 2025 | Jan 23, 2026 |
| Invst, LLC | History | Reduced | 37,459 | 12,847 | 1.4% | 1.55% | 160 | -3,631 | -8.84% | Q4 2025 | Feb 11, 2026 |
| Kilter Group LLC | History | Added to | 36,306 | 12,451 | 5.5% | 5.45% | 161 | +1,603 | 4.62% | Q4 2025 | Feb 13, 2026 |
| First Pacific Financial | History | Reduced | 35,421 | 12,148 | 1.59% | 1.71% | 162 | -1,582 | -4.28% | Q4 2025 | Jan 16, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 34,723 | 11,908 | 0.21% | 0.15% | 163 | +8,690 | 33.38% | Q4 2025 | Jan 22, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 34,708 | 11,903 | 3.57% | 3.8% | 164 | -1,440 | -3.98% | Q4 2025 | Jan 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 34,200 | 11,729 | 3.06% | 2.98% | 165 | +1,082 | 3.27% | Q4 2025 | Feb 02, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 33,538 | 11,502 | 1.22% | 1.27% | 166 | -1,576 | -4.49% | Q4 2025 | Feb 18, 2026 |
| Fiduciary Planning LLC | History | Added to | 33,412 | 11,459 | 3.48% | 3.36% | 167 | +360 | 1.09% | Q4 2025 | Jan 22, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 33,320 | 11,428 | 1.89% | 1.75% | 168 | -835 | -2.44% | Q4 2025 | Feb 11, 2026 |
| WealthShield Partners, LLC | History | Added to | 33,064 | 11,339 | 1.25% | 1.17% | 169 | +2,143 | 6.93% | Q4 2025 | Feb 03, 2026 |
| EP Wealth Advisors, LLC | History | New | 32,983 | 11,312 | 0.06% | — | 170 | +32,983 | New | Q4 2025 | Feb 18, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 32,854 | 11,267 | 0.65% | 0.66% | 171 | -92 | -0.28% | Q4 2025 | Jan 29, 2026 |
| ES4, LLC | History | New | 32,275 | 11,069 | 7.63% | — | 172 | +32,275 | New | Q4 2025 | Feb 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 31,949 | 10,957 | 1.8% | 1.74% | 173 | +3,321 | 11.6% | Q4 2025 | Jan 26, 2026 |
| Wharton Business Group, LLC | History | Added to | 31,389 | 10,765 | 0.41% | 0.42% | 174 | +2,190 | 7.5% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | Added to | 30,983 | 10,626 | 0.17% | 0.04% | 175 | +25,090 | 425.76% | Q4 2025 | Mar 12, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 30,678 | 10,521 | 1.36% | 1.33% | 176 | +1,276 | 4.34% | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 30,546 | 10,476 | 0.15% | 0.15% | 177 | +611 | 2.04% | Q4 2025 | Feb 17, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 30,378 | 10,419 | 1.37% | 1.42% | 178 | -982 | -3.13% | Q4 2025 | Jan 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 30,150 | 10,359 | 0.88% | 0.87% | 179 | +1,678 | 5.89% | Q4 2025 | Jan 20, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 30,155 | 10,331 | 1.33% | 1.35% | 180 | +1,257 | 4.35% | Q4 2025 | Feb 04, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 30,089 | 10,319 | 0.32% | 0.33% | 181 | -1,285 | -4.1% | Q4 2025 | Jan 21, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 30,069 | 10,312 | 0.27% | 0.26% | 182 | +1,630 | 5.73% | Q4 2025 | Feb 17, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 30,000 | 10,289 | 0.34% | 0.37% | 183 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 29,822 | 10,236 | 0.81% | 0.78% | 184 | +1,356 | 4.76% | Q4 2025 | Feb 17, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 29,450 | 10,100 | 3.06% | 3.04% | 185 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 29,316 | 10,054 | 2.48% | 2.5% | 186 | -431 | -1.45% | Q4 2025 | Feb 09, 2026 |
| Prospera Financial Services Inc | History | Added to | 29,231 | 10,042 | 0.16% | 0.15% | 187 | +3,052 | 11.66% | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 41,494 | 9,929 | 0.24% | 0.25% | 188 | +1,878 | 4.74% | Q4 2025 | Feb 11, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 28,632 | 9,819 | 3.53% | 3.75% | 189 | -592 | -2.03% | Q4 2025 | Jan 30, 2026 |
| Modern Wealth Management, LLC | History | Added to | 28,450 | 9,757 | 0.18% | 0.12% | 190 | +10,275 | 56.53% | Q4 2025 | Feb 17, 2026 |
| Select Asset Management & Trust | History | Added to | 28,439 | 9,754 | 3.03% | 2.9% | 191 | +150 | 0.53% | Q4 2025 | Feb 10, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 28,416 | 9,745 | 2.05% | 2.11% | 192 | -333 | -1.16% | Q4 2025 | Jan 29, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 28,344 | 9,721 | 0.27% | 0.24% | 193 | +16,744 | 144.34% | Q4 2025 | Feb 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 27,684 | 9,494 | 0.53% | 0.55% | 194 | -3,879 | -12.29% | Q4 2025 | Feb 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 27,438 | 9,484 | 0.44% | — | 195 | +27,438 | New | Q4 2025 | Feb 03, 2026 |
| W ADVISORS, LLC | History | Reduced | 27,440 | 9,411 | 4.73% | 4.83% | 196 | -134 | -0.49% | Q4 2025 | Feb 13, 2026 |
| Legacy Advisors, LLC | History | Reduced | 27,418 | 9,403 | 1.01% | 1.14% | 197 | -290 | -1.05% | Q4 2025 | Jan 27, 2026 |
| PMG Wealth Management, Inc. | History | Added to | 26,981 | 9,253 | 6.78% | 6.7% | 198 | +471 | 1.78% | Q4 2025 | Jan 23, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 26,938 | 9,238 | 2.85% | 2.83% | 199 | +469 | 1.77% | Q4 2025 | Jan 30, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 26,806 | 9,193 | 4.13% | 4.09% | 200 | -53 | -0.2% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 26,526 | 9,152 | 0.01% | 0.01% | 201 | +3,522 | 15.31% | Q4 2025 | Jan 08, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 26,594 | 9,120 | 0.06% | 0.06% | 202 | +758 | 2.93% | Q4 2025 | Jan 29, 2026 |
| Tidemark, LLC | History | Reduced | 26,491 | 9,085 | 2.58% | 3.83% | 203 | -12,981 | -32.89% | Q4 2025 | Feb 10, 2026 |
| Quantum Financial Advisors, LLC | History | New | 367,126 | 9,019 | 1.01% | — | 204 | +367,126 | New | Q4 2025 | Jan 12, 2026 |
| Csenge Advisory Group | History | Added to | 26,106 | 8,953 | 0.4% | 0.4% | 205 | +734 | 2.89% | Q4 2025 | Feb 06, 2026 |
| Synergy Investment Management, LLC | History | Added to | 25,533 | 8,757 | 3.1% | 2.78% | 206 | +3,647 | 16.66% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 25,521 | 8,752 | 0.0% | 0.0% | 207 | +16,721 | 190.01% | Q4 2025 | Feb 17, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 25,436 | 8,723 | 0.83% | 0.85% | 208 | -754 | -2.88% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 25,217 | 8,649 | 0.98% | 0.95% | 209 | -124 | -0.49% | Q4 2025 | Jan 21, 2026 |
| Ethos Financial Group, LLC | History | Added to | 25,210 | 8,646 | 0.64% | 0.03% | 210 | +24,210 | 2421.0% | Q4 2025 | Jan 20, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 25,086 | 8,603 | 0.26% | 0.25% | 211 | +390 | 1.58% | Q4 2025 | Jan 16, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 24,956 | 8,559 | 2.67% | 2.8% | 212 | -192 | -0.76% | Q4 2025 | Jan 07, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 24,815 | 8,513 | 1.28% | 1.28% | 213 | -395 | -1.57% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 24,512 | 8,407 | 0.06% | — | 214 | +24,512 | New | Q4 2025 | Feb 18, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 24,354 | 8,352 | 0.22% | 0.24% | 215 | +886 | 3.78% | Q4 2025 | Feb 02, 2026 |
| Ascent Group, LLC | History | Reduced | 24,321 | 8,341 | 0.29% | 0.29% | 216 | -270 | -1.1% | Q4 2025 | Jan 20, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 273,055 | 8,157 | 0.15% | 0.18% | 217 | -4,465 | -1.61% | Q4 2025 | Jan 07, 2026 |
| VestGen Advisors, LLC | History | Reduced | 23,652 | 8,111 | 0.35% | 0.47% | 218 | -18,396 | -43.75% | Q4 2025 | Feb 17, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 23,635 | 8,106 | 0.59% | 0.58% | 219 | +23 | 0.1% | Q4 2025 | Feb 06, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 23,596 | 8,094 | 3.48% | — | 220 | +23,596 | New | Q4 2025 | Feb 24, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | New | 23,400 | 8,025 | 8.03% | — | 221 | +23,400 | New | Q4 2025 | Feb 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 23,279 | 7,983 | 0.0% | 0.0% | 222 | -152 | -0.65% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 23,237 | 7,969 | 0.03% | 0.03% | 223 | -470 | -1.98% | Q4 2025 | Feb 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 23,086 | 7,917 | 0.16% | 0.18% | 224 | +8,705 | 60.53% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 23,064 | 7,910 | 0.05% | 0.05% | 225 | +32 | 0.14% | Q4 2025 | Jan 28, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 22,677 | 7,777 | 0.48% | 0.51% | 226 | +1,537 | 7.27% | Q4 2025 | Feb 11, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 22,561 | 7,737 | 0.61% | 0.66% | 227 | -1,278 | -5.36% | Q4 2025 | Feb 04, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 22,556 | 7,735 | 4.4% | 2.64% | 228 | +9,210 | 69.01% | Q4 2025 | Jan 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 22,528 | 7,734 | 2.25% | 2.11% | 229 | +3,933 | 21.15% | Q4 2025 | Feb 10, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 22,414 | 7,687 | 0.1% | 0.1% | 230 | -251 | -1.11% | Q4 2025 | Jan 30, 2026 |
| Mutual Advisors, LLC | History | Added to | 22,371 | 7,672 | 0.16% | 0.16% | 231 | +853 | 3.96% | Q4 2025 | Feb 02, 2026 |
| True Vision MN LLC | History | Reduced | 22,247 | 7,630 | 3.88% | 3.87% | 232 | -40 | -0.18% | Q4 2025 | Jan 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 22,190 | 7,610 | 0.02% | 0.02% | 233 | -269 | -1.2% | Q4 2025 | Feb 17, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 21,501 | 7,374 | 5.81% | — | 234 | +21,501 | New | Q4 2025 | Feb 10, 2026 |
| Manchester Capital Management LLC | History | No change | 21,264 | 7,292 | 0.99% | 0.96% | 235 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SCS Capital Management LLC | History | Added to | 21,194 | 7,269 | 0.08% | 0.08% | 236 | +36 | 0.17% | Q4 2025 | Feb 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 21,148 | 7,253 | 0.06% | 0.06% | 237 | -250 | -1.17% | Q4 2025 | Feb 13, 2026 |
| Sandbox Financial Partners, LLC | History | New | 21,094 | 7,234 | 2.0% | — | 238 | +21,094 | New | Q4 2025 | Jan 07, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 20,779 | 7,126 | 3.58% | 3.63% | 239 | -603 | -2.82% | Q4 2025 | Jan 16, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 20,704 | 7,100 | 0.75% | 0.77% | 240 | -400 | -1.9% | Q4 2025 | Jan 20, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 20,504 | 7,032 | 1.89% | 1.82% | 241 | +172 | 0.85% | Q4 2025 | Jan 16, 2026 |
| Polaris Investment Advisors, LLC | History | New | 20,239 | 6,941 | 5.02% | — | 242 | +20,239 | New | Q4 2025 | Jan 15, 2026 |
| Client First Capital LLC | History | Added to | 20,077 | 6,885 | 2.9% | 2.97% | 243 | +42 | 0.21% | Q4 2025 | Jan 26, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 19,908 | 6,827 | 0.01% | 0.01% | 244 | -118 | -0.59% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 19,811 | 6,794 | 0.0% | 0.0% | 245 | -7,389 | -27.17% | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 19,618 | 6,728 | 0.14% | 0.13% | 246 | +941 | 5.04% | Q4 2025 | Feb 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 19,571 | 6,712 | 0.16% | 0.17% | 247 | +349 | 1.82% | Q4 2025 | Jan 29, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 19,506 | 6,703 | 2.71% | 2.74% | 248 | +187 | 0.97% | Q4 2025 | Feb 11, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 19,530 | 6,698 | 1.92% | 1.24% | 249 | +7,499 | 62.33% | Q4 2025 | Feb 11, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 19,315 | 6,624 | 0.78% | 0.73% | 250 | +1,032 | 5.64% | Q4 2025 | Feb 03, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 19,220 | 6,592 | 0.0% | 0.0% | 251 | -1,743 | -8.31% | Q4 2025 | Feb 09, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 19,184 | 6,579 | 0.76% | 0.17% | 252 | +16,168 | 536.07% | Q4 2025 | Feb 13, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | New | 19,182 | 6,578 | 1.99% | — | 253 | +19,182 | New | Q4 2025 | Feb 10, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 19,181 | 6,578 | 5.62% | — | 254 | +19,181 | New | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 19,048 | 6,532 | 0.04% | 0.04% | 255 | -39 | -0.2% | Q4 2025 | Feb 09, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 18,312 | 6,280 | 2.67% | 2.7% | 256 | +249 | 1.38% | Q4 2025 | Feb 18, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 18,080 | 6,200 | 3.9% | 3.67% | 257 | +152 | 0.85% | Q4 2025 | Feb 23, 2026 |
| Veridan Wealth LLC | History | Reduced | 18,020 | 6,180 | 2.08% | 2.07% | 258 | -16 | -0.09% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 17,977 | 6,165 | 0.15% | 0.29% | 259 | -16,340 | -47.61% | Q4 2025 | Feb 17, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 17,917 | 6,144 | 1.78% | 1.69% | 260 | +172 | 0.97% | Q4 2025 | Jan 12, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 17,712 | 6,074 | 0.83% | 0.85% | 261 | -305 | -1.69% | Q4 2025 | Jan 21, 2026 |
| Independence Bank of Kentucky | History | Reduced | 17,697 | 6,069 | 0.75% | 0.76% | 262 | -90 | -0.51% | Q4 2025 | Jan 20, 2026 |
| Centurion Wealth Management LLC | History | Added to | 17,654 | 6,054 | 1.33% | 1.31% | 263 | +386 | 2.24% | Q4 2025 | Jan 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,538 | 6,015 | 0.0% | 0.0% | 264 | -25,162 | -58.93% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 17,411 | 5,971 | 0.05% | 0.04% | 265 | +803 | 4.84% | Q4 2025 | Feb 12, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 17,399 | 5,967 | 1.36% | 1.26% | 266 | +55 | 0.32% | Q4 2025 | Jan 29, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 17,382 | 5,961 | 0.67% | 0.52% | 267 | +3,934 | 29.25% | Q4 2025 | Jan 08, 2026 |
| COMERICA BANK | History | Added to | 17,324 | 5,941 | 0.02% | 0.02% | 268 | +835 | 5.06% | Q4 2025 | Jan 29, 2026 |
| GenWealth Group, Inc. | History | Reduced | 17,114 | 5,905 | 1.01% | 1.06% | 269 | -23 | -0.13% | Q4 2025 | Jan 12, 2026 |
| Security Financial Services, INC. | History | Reduced | 17,117 | 5,870 | 0.92% | 0.93% | 270 | -235 | -1.35% | Q4 2025 | Jan 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 16,985 | 5,825 | 0.12% | 0.1% | 271 | +3,815 | 28.97% | Q4 2025 | Feb 03, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 16,810 | 5,776 | 5.03% | — | 272 | +16,810 | New | Q4 2025 | Feb 11, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 16,816 | 5,767 | 2.97% | 3.09% | 273 | +362 | 2.2% | Q4 2025 | Feb 10, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 16,479 | 5,651 | 0.36% | 0.44% | 274 | -3,898 | -19.13% | Q4 2025 | Jan 21, 2026 |
| Lantz Financial LLC | History | Added to | 16,322 | 5,598 | 1.18% | 1.09% | 275 | +1,540 | 10.42% | Q4 2025 | Jan 14, 2026 |
| 5T Wealth, LLC | History | Added to | 16,313 | 5,594 | 2.23% | 2.31% | 276 | +371 | 2.33% | Q4 2025 | Jan 27, 2026 |
| Apeiron RIA LLC | History | Added to | 16,184 | 5,589 | 1.13% | 1.15% | 277 | +746 | 4.83% | Q4 2025 | Feb 03, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 16,090 | 5,518 | 0.04% | 21.78% | 278 | -29,241,979 | -99.95% | Q4 2025 | Jan 27, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 16,000 | 5,487 | 0.16% | 0.13% | 279 | +2,898 | 22.12% | Q4 2025 | Feb 05, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 15,850 | 5,436 | 0.66% | 0.7% | 280 | -952 | -5.67% | Q4 2025 | Jan 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 15,848 | 5,435 | 1.71% | 0.53% | 281 | +9,225 | 139.29% | Q4 2025 | Feb 02, 2026 |
| Asempa Wealth Advisors | History | New | 15,296 | 5,246 | 4.52% | — | 282 | +15,296 | New | Q4 2025 | Jan 08, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 15,260 | 5,233 | 0.0% | 0.0% | 283 | +8,280 | 118.62% | Q4 2025 | Mar 20, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 15,009 | 5,147 | 1.54% | 1.6% | 284 | +57 | 0.38% | Q4 2025 | Feb 11, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 14,997 | 5,143 | 1.25% | 1.14% | 285 | +2,719 | 22.15% | Q4 2025 | Jan 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 14,865 | 5,129 | 0.11% | 0.11% | 286 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 14,899 | 5,109 | 0.14% | 0.13% | 287 | +821 | 5.83% | Q4 2025 | Jan 22, 2026 |
| McAdam, LLC | History | Reduced | 14,694 | 5,039 | 0.23% | 0.25% | 288 | -649 | -4.23% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 14,685 | 5,037 | 0.15% | 0.16% | 289 | +27 | 0.18% | Q4 2025 | Feb 12, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 14,667 | 5,030 | 0.56% | 0.61% | 290 | +1,182 | 8.77% | Q4 2025 | Feb 11, 2026 |
| Family Manage LLC | History | Reduced | 14,644 | 5,022 | 0.63% | 0.98% | 291 | -6,875 | -31.95% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 14,496 | 4,971 | 0.23% | 0.22% | 292 | +17 | 0.12% | Q4 2025 | Feb 17, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 14,479 | 4,965 | 4.3% | 2.36% | 293 | +6,054 | 71.86% | Q4 2025 | Feb 13, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 14,367 | 4,927 | 3.04% | 2.91% | 294 | +474 | 3.41% | Q4 2025 | Jan 14, 2026 |
| KM Capital Management Ltd. | History | Reduced | 14,266 | 4,892 | 2.5% | 2.88% | 295 | -4,440 | -23.74% | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | Added to | 14,224 | 4,878 | 0.17% | 0.11% | 296 | +5,238 | 58.29% | Q4 2025 | Feb 10, 2026 |
| WELCH & FORBES LLC | History | Reduced | 14,211 | 4,873 | 0.06% | 0.06% | 297 | -325 | -2.24% | Q4 2025 | Feb 10, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 14,137 | 4,848 | 3.36% | 3.47% | 298 | -2 | -0.01% | Q4 2025 | Jan 08, 2026 |
| Simplicity Wealth,LLC | History | Added to | 13,972 | 4,791 | 0.29% | 0.26% | 299 | +524 | 3.9% | Q4 2025 | Jan 30, 2026 |
| Lynch Investment Planning, LLC | History | New | 13,796 | 4,731 | 4.53% | — | 300 | +13,796 | New | Q4 2025 | Feb 24, 2026 |
| NewEdge Wealth, LLC | History | No change | 13,523 | 4,637 | 0.05% | 0.07% | 301 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 13,495 | 4,628 | 0.07% | 0.06% | 302 | +1,303 | 10.69% | Q4 2025 | Feb 09, 2026 |
| BBR PARTNERS, LLC | History | No change | 13,441 | 4,609 | 0.25% | 0.26% | 303 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 13,228 | 4,536 | 0.03% | 0.02% | 304 | +6,992 | 112.12% | Q4 2025 | Feb 18, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 13,222 | 4,534 | 4.53% | — | 305 | +13,222 | New | Q4 2025 | Feb 13, 2026 |
| Davis Wealth Advisors, LLC | History | New | 13,012 | 4,462 | 3.71% | — | 306 | +13,012 | New | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 12,822 | 4,399 | 0.14% | 0.1% | 307 | +3,842 | 42.78% | Q4 2025 | Jan 23, 2026 |
| Peloton Wealth Strategists | History | Added to | 12,797 | 4,389 | 1.7% | 1.64% | 308 | +296 | 2.37% | Q4 2025 | Feb 17, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 12,787 | 4,385 | 1.07% | 1.46% | 309 | -5,667 | -30.71% | Q4 2025 | Feb 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 12,713 | 4,360 | 0.16% | 0.13% | 310 | +2,771 | 27.87% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Added to | 12,614 | 4,326 | 0.08% | 0.08% | 311 | +349 | 2.85% | Q4 2025 | Feb 03, 2026 |
| RCS Financial Planning, LLC | History | Added to | 12,564 | 4,309 | 1.86% | 1.74% | 312 | +771 | 6.54% | Q4 2025 | Jan 15, 2026 |
| Dakota Wealth Management | History | Reduced | 12,414 | 4,257 | 0.08% | 0.09% | 313 | -1,258 | -9.2% | Q4 2025 | Jan 13, 2026 |
| HM PAYSON & CO | History | Reduced | 12,324 | 4,226 | 0.06% | 0.06% | 314 | -218 | -1.74% | Q4 2025 | Feb 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 12,064 | 4,137 | 0.15% | 0.12% | 315 | +2,673 | 28.46% | Q4 2025 | Feb 04, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 11,916 | 4,086 | 2.19% | 2.19% | 316 | -56 | -0.47% | Q4 2025 | Feb 24, 2026 |
| MATHER GROUP, LLC. | History | Added to | 11,767 | 4,035 | 0.04% | 0.04% | 317 | +216 | 1.87% | Q4 2025 | Jan 13, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 11,659 | 3,998 | 0.3% | 0.31% | 318 | +156 | 1.36% | Q4 2025 | Jan 09, 2026 |
| St. Clair Advisors, LLC | History | Reduced | 11,540 | 3,957 | 1.02% | 1.08% | 319 | -700 | -5.72% | Q4 2025 | Jan 20, 2026 |
| Heritage Wealth Advisors | History | No change | 11,502 | 3,944 | 0.15% | 0.17% | 320 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 11,435 | 3,941 | 0.61% | 0.58% | 321 | +929 | 8.84% | Q4 2025 | Feb 02, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 11,211 | 3,845 | 2.43% | 2.4% | 322 | +240 | 2.19% | Q4 2025 | Jan 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 11,145 | 3,822 | 0.18% | 0.04% | 323 | +9,334 | 515.41% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 11,147 | 3,821 | 0.02% | 0.01% | 324 | +6,240 | 127.17% | Q4 2025 | Jan 27, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 11,091 | 3,803 | 0.53% | 0.42% | 325 | +2,443 | 28.25% | Q4 2025 | Feb 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 11,080 | 3,800 | 0.01% | 0.01% | 326 | -9,620 | -46.47% | Q4 2025 | Feb 12, 2026 |
| EWA, LLC | History | Added to | 11,027 | 3,781 | 0.92% | 0.94% | 327 | +863 | 8.49% | Q4 2025 | Feb 03, 2026 |
| Black Swift Group, LLC | History | No change | 11,000 | 3,772 | 0.63% | 0.65% | 328 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Excelsior Advisor Network LLC | History | New | 10,969 | 3,762 | 1.83% | — | 329 | +10,969 | New | Q4 2025 | Feb 13, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 10,935 | 3,750 | 1.4% | 1.46% | 330 | -234 | -2.1% | Q4 2025 | Jan 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 10,770 | 3,693 | 0.05% | 0.13% | 331 | -9,696 | -47.38% | Q4 2025 | Feb 06, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 10,710 | 3,680 | 2.43% | 2.52% | 332 | +214 | 2.04% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | No change | 10,706 | 3,671 | 0.07% | 0.07% | 333 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SOL Capital Management CO | History | Added to | 10,580 | 3,629 | 0.33% | 0.31% | 334 | +320 | 3.12% | Q4 2025 | Jan 30, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 10,574 | 3,626 | 0.42% | 0.42% | 335 | +30 | 0.28% | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Added to | 10,530 | 3,611 | 0.1% | 0.1% | 336 | +160 | 1.54% | Q4 2025 | Jan 30, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 10,253 | 3,516 | 0.39% | 0.39% | 337 | -50 | -0.49% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | Added to | 10,220 | 3,505 | 0.02% | 0.02% | 338 | +988 | 10.7% | Q4 2025 | Feb 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 10,208 | 3,501 | 0.16% | 0.14% | 339 | +1,247 | 13.92% | Q4 2025 | Feb 02, 2026 |
| Claro Advisors Inc. | History | Added to | 10,132 | 3,474 | 0.47% | 0.44% | 340 | +1,008 | 11.05% | Q4 2025 | Feb 17, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | Reduced | 10,109 | 3,467 | 2.25% | 2.19% | 341 | -90 | -0.88% | Q4 2025 | Feb 17, 2026 |
| JT Stratford LLC | History | Reduced | 10,067 | 3,452 | 0.44% | 0.45% | 342 | -3 | -0.03% | Q4 2025 | Feb 12, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 9,938 | 3,408 | 0.5% | — | 343 | +9,938 | New | Q4 2025 | Feb 13, 2026 |
| BLALOCK WILLIAMS, LLC | History | Added to | 9,769 | 3,350 | 2.68% | 2.56% | 344 | +974 | 11.07% | Q4 2025 | Feb 02, 2026 |
| Summit Financial, LLC | History | Reduced | 9,719 | 3,333 | 0.05% | 0.05% | 345 | -1,004 | -9.36% | Q4 2025 | Feb 13, 2026 |
| Pale Fire Capital SE | History | New | 19,600 | 3,307 | 0.22% | — | 346 | +19,600 | New | Q4 2025 | Feb 13, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 19,413 | 3,250 | 0.78% | 0.76% | 347 | +10,528 | 118.49% | Q4 2025 | Jan 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 9,472 | 3,248 | 0.18% | 0.18% | 348 | +20 | 0.21% | Q4 2025 | Jan 14, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 9,427 | 3,233 | 1.32% | 1.27% | 349 | +302 | 3.31% | Q4 2025 | Feb 09, 2026 |
| St. Louis Trust Co | History | No change | 9,380 | 3,217 | 0.37% | 0.39% | 350 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Jump Financial, LLC | History | New | 9,374 | 3,215 | 0.04% | — | 351 | +9,374 | New | Q4 2025 | Feb 17, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 9,335 | 3,201 | 2.19% | 2.33% | 352 | -619 | -6.22% | Q4 2025 | Jan 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 9,122 | 3,147 | 0.21% | 0.41% | 353 | -7,201 | -44.12% | Q4 2025 | Jan 15, 2026 |
| RMR Wealth Builders | History | Added to | 9,150 | 3,138 | 0.25% | 0.25% | 354 | +23 | 0.25% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 9,115 | 3,126 | 0.11% | 0.09% | 355 | +1,699 | 22.91% | Q4 2025 | Jan 13, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 9,069 | 3,110 | 0.1% | 0.1% | 356 | -19 | -0.21% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | Added to | 9,004 | 3,086 | 0.11% | 0.07% | 357 | +3,901 | 76.45% | Q4 2025 | Feb 13, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 8,967 | 3,075 | 2.07% | — | 358 | +8,967 | New | Q4 2025 | Feb 03, 2026 |
| COMMERCE BANK | History | Reduced | 8,964 | 3,074 | 0.02% | 0.02% | 360 | -92 | -1.02% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 8,970 | 3,074 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Commonwealth Retirement Investments LLC | History | Added to | 8,913 | 3,056 | 0.98% | 0.93% | 361 | +726 | 8.87% | Q4 2025 | Feb 11, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 8,899 | 3,050 | 0.01% | 0.01% | 362 | +21 | 0.24% | Q4 2025 | Feb 12, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 8,733 | 2,995 | 1.09% | 0.73% | 363 | +3,640 | 71.47% | Q4 2025 | Feb 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 8,729 | 2,993 | 0.16% | 0.16% | 364 | +94 | 1.09% | Q4 2025 | Jan 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 8,723 | 2,991 | 0.07% | — | 365 | +8,723 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 8,581 | 2,961 | 0.04% | 0.05% | 366 | -2,891 | -25.2% | Q4 2025 | Jan 23, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 8,492 | 2,912 | 0.25% | 0.24% | 367 | +55 | 0.65% | Q4 2025 | Jan 26, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 8,450 | 2,898 | 0.5% | 0.53% | 368 | -134 | -1.56% | Q4 2025 | Jan 07, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 8,447 | 2,897 | 0.03% | 0.03% | 369 | +411 | 5.11% | Q4 2025 | Feb 02, 2026 |
| HOWE & RUSLING INC | History | No change | 8,359 | 2,866 | 0.19% | 0.19% | 370 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 8,334 | 2,858 | 0.17% | 0.17% | 371 | -38 | -0.45% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 8,280 | 2,839 | 0.01% | — | 372 | +8,280 | New | Q4 2025 | Feb 17, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 8,256 | 2,831 | 1.02% | 1.01% | 373 | +3 | 0.04% | Q4 2025 | Feb 10, 2026 |
| Optivise Advisory Services LLC | History | Added to | 8,245 | 2,827 | 1.63% | 1.28% | 374 | +1,794 | 27.81% | Q4 2025 | Jan 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 8,223 | 2,820 | 0.01% | 25.02% | 375 | -7,971 | -49.22% | Q4 2025 | Feb 17, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 8,177 | 2,804 | 0.7% | 0.71% | 376 | -92 | -1.11% | Q4 2025 | Jan 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 8,151 | 2,795 | 0.13% | 0.12% | 377 | -15 | -0.18% | Q4 2025 | Jan 21, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 8,125 | 2,786 | 1.07% | 1.04% | 378 | +433 | 5.63% | Q4 2025 | Jan 30, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 7,915 | 2,714 | 0.3% | 0.29% | 379 | -130 | -1.62% | Q4 2025 | Mar 03, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 7,903 | 2,710 | 0.38% | 0.38% | 380 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | No change | 7,650 | 2,623 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AMG National Trust Bank | History | Added to | 7,646 | 2,622 | 0.06% | 0.06% | 382 | +154 | 2.06% | Q4 2025 | Jan 30, 2026 |
| J.M. Arbour, LLC | History | New | 7,572 | 2,596 | 2.59% | — | 383 | +7,572 | New | Q4 2025 | Jan 26, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Reduced | 7,555 | 2,591 | 0.94% | 0.95% | 384 | -360 | -4.55% | Q4 2025 | Jan 21, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 7,514 | 2,577 | 1.11% | 1.12% | 385 | +6 | 0.08% | Q4 2025 | Jan 28, 2026 |
| Opus Capital Group, LLC | History | No change | 7,307 | 2,506 | 0.27% | 0.27% | 386 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 7,281 | 2,497 | 0.53% | 0.5% | 387 | +1,501 | 25.97% | Q4 2025 | Feb 02, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 7,254 | 2,488 | 0.92% | 0.91% | 388 | +7 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 7,185 | 2,464 | 0.08% | 0.09% | 389 | -143 | -1.95% | Q4 2025 | Jan 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 7,083 | 2,429 | 0.11% | 0.08% | 391 | +2,586 | 57.51% | Q4 2025 | Jan 12, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 7,084 | 2,429 | 1.21% | 1.19% | 390 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,039 | 2,414 | 0.05% | 0.05% | 392 | +463 | 7.04% | Q4 2025 | Feb 13, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 6,980 | 2,393 | 0.76% | 0.77% | 393 | -80 | -1.13% | Q4 2025 | Feb 12, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 6,947 | 2,382 | 0.21% | 0.21% | 394 | -193 | -2.7% | Q4 2025 | Feb 06, 2026 |
| EQ LLC | History | Added to | 6,932 | 2,377 | 0.69% | 0.77% | 395 | +100 | 1.46% | Q4 2025 | Feb 10, 2026 |
| 71 West Capital Partners | History | New | 6,930 | 2,376 | 0.11% | — | 396 | +6,930 | New | Q4 2025 | Feb 17, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 6,911 | 2,370 | 0.23% | 0.23% | 397 | +6 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Dougherty Wealth Advisers LLC | History | Reduced | 6,905 | 2,368 | 1.34% | 1.66% | 398 | -817 | -10.58% | Q4 2025 | Jan 29, 2026 |
| Klingman & Associates, LLC | History | No change | 6,861 | 2,353 | 0.11% | 0.12% | 399 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | Added to | 6,787 | 2,327 | 0.08% | 0.07% | 400 | +423 | 6.65% | Q4 2025 | Jan 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 6,774 | 2,323 | 0.03% | 0.02% | 401 | +2,720 | 67.09% | Q4 2025 | Feb 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 6,716 | 2,303 | 0.03% | 0.03% | 402 | -84 | -1.24% | Q4 2025 | Feb 09, 2026 |
| Diversified Trust Co | History | Reduced | 6,698 | 2,297 | 0.04% | 0.04% | 403 | -30 | -0.45% | Q4 2025 | Jan 09, 2026 |
| Finley Financial, LLC | History | No change | 6,595 | 2,261 | 1.04% | 1.02% | 404 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 6,572 | 2,253 | 0.6% | 1.09% | 405 | -5,581 | -45.92% | Q4 2025 | Feb 10, 2026 |
| BEACON FINANCIAL GROUP | History | New | 6,525 | 2,237 | 0.22% | — | 406 | +6,525 | New | Q4 2025 | Apr 01, 2026 |
| Palumbo Wealth Management LLC | History | New | 6,512 | 2,233 | 0.55% | — | 407 | +6,512 | New | Q4 2025 | Jan 21, 2026 |
| Berkshire Money Management, Inc. | History | New | 6,500 | 2,229 | 0.21% | — | 408 | +6,500 | New | Q4 2025 | Jan 27, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 6,479 | 2,222 | 1.52% | 1.55% | 409 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BAILARD, INC. | History | No change | 6,453 | 2,213 | 0.05% | 0.05% | 410 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,517 | 2,187 | 0.01% | 0.01% | 411 | -1,454 | -18.24% | Q4 2025 | Feb 10, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 6,292 | 2,157 | 0.17% | 0.06% | 412 | +4,137 | 191.97% | Q4 2025 | Jan 28, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 6,282 | 2,154 | 0.45% | 0.48% | 413 | -67 | -1.06% | Q4 2025 | Jan 23, 2026 |
| ORG Partners LLC | History | Added to | 6,267 | 2,149 | 0.38% | 0.3% | 414 | +1,589 | 33.97% | Q4 2025 | Jan 14, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 6,266 | 2,148 | 0.4% | 0.42% | 415 | -172 | -2.67% | Q4 2025 | Jan 30, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 6,245 | 2,141 | 0.34% | 0.3% | 416 | +1,123 | 21.93% | Q4 2025 | Jan 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 6,240 | 2,140 | 0.13% | 0.11% | 417 | +1,580 | 33.91% | Q4 2025 | Feb 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 6,204 | 2,127 | 0.07% | 0.07% | 418 | -744 | -10.71% | Q4 2025 | Jan 09, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 6,193 | 2,123 | 1.77% | 1.45% | 420 | +916 | 17.36% | Q4 2025 | Jan 23, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 6,192 | 2,123 | 0.05% | 0.05% | 419 | -177 | -2.78% | Q4 2025 | Feb 10, 2026 |
| RAHLFS CAPITAL, LLC | History | No change | 6,100 | 2,092 | 1.62% | 1.61% | 421 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 6,067 | 2,080 | 0.12% | 0.14% | 422 | -1,148 | -15.91% | Q4 2025 | Jan 20, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 5,967 | 2,046 | 0.2% | 0.07% | 423 | +3,862 | 183.47% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Added to | 5,919 | 2,030 | 0.01% | 0.01% | 424 | +1,625 | 37.84% | Q4 2025 | Feb 12, 2026 |
| Providence First Trust Co | History | Reduced | 5,905 | 2,025 | 0.7% | 1.12% | 425 | -3,793 | -39.11% | Q4 2025 | Feb 03, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 5,870 | 2,013 | 0.03% | 0.03% | 426 | -50 | -0.84% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 5,858 | 2,008 | 0.04% | 0.04% | 427 | -14 | -0.24% | Q4 2025 | Feb 12, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 5,778 | 1,981 | 1.33% | 1.25% | 428 | +243 | 4.39% | Q4 2025 | Jan 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 5,672 | 1,945 | 0.01% | 0.01% | 429 | +299 | 5.56% | Q4 2025 | Jan 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 5,627 | 1,929 | 0.02% | 0.02% | 430 | +243 | 4.51% | Q4 2025 | Jan 21, 2026 |
| ADIRONDACK TRUST CO | History | No change | 5,545 | 1,901 | 0.63% | 0.62% | 431 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| LVZ, Inc. | History | Reduced | 5,542 | 1,900 | 0.21% | 0.22% | 432 | -351 | -5.96% | Q4 2025 | Feb 10, 2026 |
| WEBSTER BANK, N. A. | History | No change | 5,524 | 1,894 | 0.18% | 0.18% | 433 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 5,395 | 1,850 | 0.27% | 0.14% | 434 | +2,842 | 111.32% | Q4 2025 | Feb 09, 2026 |
| NWAM LLC | History | Reduced | 5,375 | 1,846 | 0.1% | 0.16% | 435 | -3,384 | -38.63% | Q4 2025 | Feb 04, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 5,379 | 1,845 | 0.0% | 0.0% | 436 | -72 | -1.32% | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,367 | 1,840 | 0.01% | 0.01% | 437 | +284 | 5.59% | Q4 2025 | Feb 11, 2026 |
| Brookwood Investment Group LLC | History | Added to | 5,299 | 1,817 | 0.22% | 0.12% | 438 | +2,404 | 83.04% | Q4 2025 | Jan 22, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 5,267 | 1,806 | 0.36% | 0.37% | 439 | -355 | -6.31% | Q4 2025 | Feb 12, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 5,258 | 1,803 | 0.65% | 0.64% | 441 | +216 | 4.28% | Q4 2025 | Jan 21, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 5,257 | 1,803 | 1.31% | 1.31% | 440 | -1 | -0.02% | Q4 2025 | Jan 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 5,242 | 1,797 | 0.02% | 0.02% | 443 | +670 | 14.65% | Q4 2025 | Feb 02, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 5,241 | 1,797 | 0.07% | 0.06% | 442 | +271 | 5.45% | Q4 2025 | Feb 02, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 5,151 | 1,766 | 0.02% | 0.02% | 444 | -8 | -0.16% | Q4 2025 | Feb 05, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 5,134 | 1,760 | 0.65% | 0.66% | 445 | -53 | -1.02% | Q4 2025 | Feb 04, 2026 |
| Sound Income Strategies, LLC | History | Added to | 5,106 | 1,751 | 0.08% | 0.07% | 446 | +1,213 | 31.16% | Q4 2025 | Jan 21, 2026 |
| Certified Advisory Corp | History | Added to | 5,044 | 1,729 | 0.16% | 0.16% | 447 | +41 | 0.82% | Q4 2025 | Jan 12, 2026 |
| RiverFront Investment Group, LLC | History | No change | 5,039 | 1,728 | 0.03% | 0.03% | 448 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| STEPHENS INC /AR/ | History | Added to | 5,036 | 1,727 | 0.02% | 0.02% | 449 | +369 | 7.91% | Q4 2025 | Feb 05, 2026 |
| IFG Advisory, LLC | History | Reduced | 5,001 | 1,715 | 0.07% | 0.08% | 450 | -506 | -9.19% | Q4 2025 | Feb 10, 2026 |
| Stonebrook Private Inc. | History | Added to | 4,996 | 1,713 | 0.36% | 0.35% | 451 | +140 | 2.88% | Q4 2025 | Feb 11, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 4,982 | 1,708 | 0.32% | 0.3% | 452 | +36 | 0.73% | Q4 2025 | Jan 27, 2026 |
| Vantus Wealth LLC | History | New | 4,949 | 1,697 | 1.25% | — | 453 | +4,949 | New | Q4 2025 | Feb 10, 2026 |
| WT Wealth Management | History | Added to | 4,869 | 1,669 | 0.48% | 0.44% | 454 | +249 | 5.39% | Q4 2025 | Feb 02, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,851 | 1,663 | 0.02% | 0.02% | 455 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mosley Wealth Management | History | New | 4,876 | 1,641 | 0.75% | — | 456 | +4,876 | New | Q4 2025 | Feb 12, 2026 |
| Cedar Wealth Management, LLC | History | No change | 4,784 | 1,640 | 0.49% | 0.49% | 457 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Integrated Wealth Management | History | New | 4,735 | 1,623 | 1.82% | — | 458 | +4,735 | New | Q4 2025 | Mar 03, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 4,724 | 1,620 | 0.04% | 0.04% | 459 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Allen Investment Management, LLC | History | No change | 4,689 | 1,608 | 0.02% | 0.02% | 460 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 4,684 | 1,606 | 0.04% | 0.46% | 461 | -349,740 | -98.68% | Q4 2025 | Feb 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,660 | 1,598 | 0.03% | 0.02% | 462 | +2,281 | 95.88% | Q4 2025 | Jan 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,641 | 1,591 | 0.07% | 0.06% | 463 | +1,169 | 33.67% | Q4 2025 | Feb 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 4,505 | 1,545 | 0.03% | 0.03% | 464 | -46 | -1.01% | Q4 2025 | Feb 10, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 4,498 | 1,542 | 1.13% | 1.12% | 465 | -125 | -2.7% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,476 | 1,535 | 0.06% | 0.06% | 466 | -46 | -1.02% | Q4 2025 | Feb 06, 2026 |
| Councilmark Asset Management, LLC | History | No change | 4,475 | 1,534 | 0.86% | 0.85% | 467 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 4,430 | 1,519 | 0.01% | 0.02% | 468 | -4,504 | -50.41% | Q4 2025 | Feb 13, 2026 |
| Curbstone Financial Management Corp | History | No change | 4,410 | 1,512 | 0.29% | 0.28% | 469 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Squarepoint Ops LLC | History | Added to | 4,407 | 1,511 | 0.0% | 0.0% | 470 | +2,914 | 195.18% | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 4,403 | 1,510 | 0.03% | — | 472 | +4,403 | New | Q4 2025 | Feb 19, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 4,403 | 1,510 | 0.47% | 0.47% | 471 | -32 | -0.72% | Q4 2025 | Jan 22, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 4,383 | 1,503 | 0.11% | 0.12% | 473 | -460 | -9.5% | Q4 2025 | Feb 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 4,364 | 1,496 | 0.07% | 0.07% | 474 | +1,000 | 29.73% | Q4 2025 | Jan 28, 2026 |
| Atlatl Advisers LLC | History | Added to | 4,335 | 1,486 | 0.57% | 0.5% | 475 | +563 | 14.93% | Q4 2025 | Feb 09, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 4,321 | 1,481 | 0.65% | 0.66% | 476 | -6 | -0.14% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 4,251 | 1,458 | 0.02% | 0.01% | 477 | +983 | 30.08% | Q4 2025 | Feb 11, 2026 |
| Two West Capital Advisors LLC | History | Added to | 4,216 | 1,445 | 0.84% | 0.71% | 478 | +743 | 21.39% | Q4 2025 | Jan 13, 2026 |
| Callan Family Office, LLC | History | Reduced | 4,156 | 1,425 | 0.03% | 0.05% | 479 | -174 | -4.02% | Q4 2025 | Feb 12, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 4,126 | 1,415 | 0.18% | 0.16% | 480 | +98 | 2.43% | Q4 2025 | Jan 29, 2026 |
| Aspire Private Capital, LLC | History | Added to | 4,124 | 1,414 | 0.31% | 0.21% | 481 | +984 | 31.34% | Q4 2025 | Jan 16, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 4,120 | 1,413 | 0.33% | 0.27% | 482 | +645 | 18.56% | Q4 2025 | Feb 17, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 4,109 | 1,409 | 0.26% | 0.27% | 483 | +22 | 0.54% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 4,076 | 1,397 | 0.04% | 0.04% | 484 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 4,071 | 1,396 | 0.05% | 0.04% | 485 | +619 | 17.93% | Q4 2025 | Jan 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 4,069 | 1,395 | 0.04% | 0.04% | 486 | -284 | -6.52% | Q4 2025 | Jan 23, 2026 |
| Northside Capital Management, LLC | History | No change | 4,061 | 1,392 | 0.12% | 0.12% | 487 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 4,049 | 1,388 | 0.44% | 0.39% | 488 | +593 | 17.16% | Q4 2025 | Feb 13, 2026 |
| Hershey Financial Advisers, LLC | History | New | 4,013 | 1,376 | 1.16% | — | 489 | +4,013 | New | Q4 2025 | Feb 18, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 4,007 | 1,374 | 0.09% | 0.09% | 490 | -153 | -3.68% | Q4 2025 | Feb 05, 2026 |
| SMITH, MOORE & CO. | History | Added to | 3,961 | 1,358 | 0.1% | 0.1% | 491 | +3 | 0.08% | Q4 2025 | Jan 23, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 3,958 | 1,357 | 0.4% | 0.39% | 492 | -23 | -0.58% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER & CO INC | History | New | 3,906 | 1,339 | 0.02% | — | 493 | +3,906 | New | Q4 2025 | Feb 02, 2026 |
| CPA Asset Management Group, LLC | History | No change | 3,901 | 1,337 | 0.47% | 0.5% | 494 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 3,889 | 1,333 | 0.09% | 0.1% | 495 | -27 | -0.69% | Q4 2025 | Feb 02, 2026 |
| Trust Point Inc. | History | No change | 3,810 | 1,306 | 0.1% | 0.1% | 496 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,804 | 1,304 | 0.0% | 0.0% | 497 | +328 | 9.44% | Q4 2025 | Feb 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 3,761 | 1,289 | 0.03% | 0.03% | 498 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,683 | 1,271 | 0.05% | 0.05% | 499 | +1,172 | 46.67% | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 3,702 | 1,269 | 0.11% | 0.05% | 500 | +1,714 | 86.22% | Q4 2025 | Feb 13, 2026 |
| Columbus Macro, LLC | History | Added to | 3,697 | 1,268 | 0.14% | 0.14% | 501 | +9 | 0.24% | Q4 2025 | Jan 15, 2026 |
| Henson-Edgewater Management, LLC | History | New | 3,686 | 1,264 | 0.75% | — | 502 | +3,686 | New | Q4 2025 | Mar 31, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 3,665 | 1,256 | 0.05% | 0.04% | 503 | -1 | -0.03% | Q4 2025 | Jan 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 3,610 | 1,238 | 0.15% | 0.15% | 504 | +35 | 0.98% | Q4 2025 | Jan 26, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 3,584 | 1,229 | 0.34% | 0.35% | 505 | -1,086 | -23.25% | Q4 2025 | Jan 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 3,585 | 1,229 | 0.02% | 0.02% | 506 | -175 | -4.65% | Q4 2025 | Feb 02, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,591 | 1,225 | 0.03% | 0.03% | 507 | +78 | 2.22% | Q4 2025 | Jan 28, 2026 |
| Maxele Advisors, LLC | History | Reduced | 3,564 | 1,222 | 0.99% | 1.04% | 508 | -57 | -1.57% | Q4 2025 | Feb 05, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 3,561 | 1,221 | 0.07% | 0.07% | 509 | -168 | -4.51% | Q4 2025 | Jan 07, 2026 |
| Plancorp, LLC | History | Added to | 3,505 | 1,202 | 0.04% | 0.04% | 510 | +130 | 3.85% | Q4 2025 | Feb 05, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 3,494 | 1,198 | 0.04% | 0.04% | 511 | -213 | -5.75% | Q4 2025 | Feb 12, 2026 |
| Able Wealth Management LLC | History | Added to | 3,476 | 1,191 | 0.38% | 0.24% | 512 | +1,532 | 78.81% | Q4 2025 | Jan 27, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 3,436 | 1,178 | 0.06% | 0.06% | 513 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FWG Investments, LLC. | History | Added to | 3,379 | 1,159 | 0.74% | 0.62% | 514 | +656 | 24.09% | Q4 2025 | Jan 28, 2026 |
| Verum Partners LLC | History | Reduced | 3,377 | 1,158 | 0.23% | 0.27% | 515 | -394 | -10.45% | Q4 2025 | Jan 14, 2026 |
| XML Financial, LLC | History | Reduced | 3,362 | 1,152 | 0.09% | 0.11% | 516 | -867 | -20.5% | Q4 2025 | Feb 11, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 3,296 | 1,132 | 0.38% | 0.35% | 517 | +379 | 12.99% | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 3,289 | 1,128 | 0.12% | 0.1% | 518 | +678 | 25.97% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Group, LLC | History | Reduced | 3,281 | 1,125 | 0.09% | 0.1% | 519 | -53 | -1.59% | Q4 2025 | Feb 12, 2026 |
| Sequent Asset Management, LLC | History | Reduced | 3,247 | 1,114 | 0.49% | 0.53% | 520 | -120 | -3.56% | Q4 2025 | Feb 10, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 3,229 | 1,107 | 0.15% | 0.18% | 521 | -480 | -12.94% | Q4 2025 | Jan 06, 2026 |
| Semus Wealth Partners LLC | History | Added to | 3,222 | 1,105 | 0.6% | 0.56% | 522 | +270 | 9.15% | Q4 2025 | Jan 27, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 3,222 | 1,105 | 0.51% | 0.54% | 523 | -149 | -4.42% | Q4 2025 | Jan 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 3,214 | 1,102 | 0.09% | 0.11% | 524 | -1,558 | -32.65% | Q4 2025 | Jan 23, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 3,204 | 1,098 | 0.6% | 0.61% | 525 | -27 | -0.84% | Q4 2025 | Jan 21, 2026 |
| Richmond Investment Services, LLC | History | Added to | 3,189 | 1,093 | 0.19% | 0.17% | 526 | +374 | 13.29% | Q4 2025 | Feb 12, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 3,171 | 1,087 | 0.02% | 0.02% | 527 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 3,165 | 1,085 | 0.29% | 0.21% | 528 | +1,659 | 110.16% | Q4 2025 | Feb 09, 2026 |
| Belpointe Asset Management LLC | History | Added to | 3,155 | 1,082 | 0.04% | 0.03% | 529 | +611 | 24.02% | Q4 2025 | Jan 27, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 3,143 | 1,077 | 0.0% | 0.0% | 530 | +11 | 0.35% | Q4 2025 | Feb 13, 2026 |
| VERITY Wealth Advisors | History | No change | 3,114 | 1,068 | 0.66% | 0.65% | 531 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Lifetime Wealth Management P.C. | History | New | 3,112 | 1,067 | 0.67% | — | 532 | +3,112 | New | Q4 2025 | Mar 25, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 3,107 | 1,065 | 0.05% | 0.05% | 533 | -2 | -0.06% | Q4 2025 | Jan 22, 2026 |
| ABNER HERRMAN & BROCK LLC | History | No change | 3,053 | 1,047 | 0.11% | 0.1% | 534 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 3,002 | 1,029 | 0.1% | 0.12% | 535 | +225 | 8.1% | Q4 2025 | Jan 22, 2026 |
| DT Investment Partners, LLC | History | No change | 3,000 | 1,028 | 0.09% | 0.08% | 536 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Linscomb Wealth, Inc. | History | New | 2,953 | 1,012 | 0.04% | — | 537 | +2,953 | New | Q4 2025 | Feb 10, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 2,927 | 1,003 | 0.08% | 0.09% | 538 | +93 | 3.28% | Q4 2025 | Jan 13, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 2,917 | 1,000 | 0.13% | 0.12% | 539 | +309 | 11.85% | Q4 2025 | Feb 13, 2026 |
| Dentgroup LLC | History | Reduced | 2,859 | 980 | 0.67% | 0.74% | 541 | -591 | -17.13% | Q4 2025 | Jan 28, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,858 | 980 | 0.0% | 0.0% | 540 | +140 | 5.15% | Q4 2025 | Feb 12, 2026 |
| GeoWealth Management, LLC | History | Reduced | 2,851 | 978 | 0.04% | 0.12% | 542 | -7,113 | -71.39% | Q4 2025 | Feb 17, 2026 |
| Capital Square, LLC | History | Added to | 2,822 | 967 | 0.49% | 0.38% | 543 | +561 | 24.81% | Q4 2025 | Feb 13, 2026 |
| Provident Wealth Management, LLC | History | No change | 2,817 | 966 | 0.29% | 0.28% | 544 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,795 | 958 | 0.08% | 0.08% | 545 | +85 | 3.14% | Q4 2025 | Jan 26, 2026 |
| First Citizens Financial Corp | History | Reduced | 2,774 | 951 | 0.47% | 0.48% | 546 | -121 | -4.18% | Q4 2025 | Jan 06, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 2,755 | 944 | 0.07% | 0.07% | 547 | -20 | -0.72% | Q4 2025 | Feb 04, 2026 |
| East Coast Asset Management, LLC. | History | No change | 2,746 | 941 | 0.28% | 0.29% | 548 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 2,714 | 930 | 0.14% | 0.14% | 549 | -38 | -1.38% | Q4 2025 | Feb 10, 2026 |
| Palisade Asset Management, LLC | History | Added to | 2,704 | 927 | 0.09% | 0.07% | 550 | +328 | 13.8% | Q4 2025 | Feb 13, 2026 |
| Apex Wealth Management, LLC | History | Reduced | 2,691 | 923 | 0.94% | 0.76% | 551 | -498 | -15.62% | Q4 2025 | Jan 26, 2026 |
| American Trust | History | Reduced | 2,685 | 920 | 0.08% | 0.08% | 552 | -106 | -3.8% | Q4 2025 | Feb 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 2,655 | 910 | 0.03% | 0.03% | 553 | +81 | 3.15% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,648 | 908 | 0.01% | 0.0% | 554 | +635 | 31.54% | Q4 2025 | Feb 13, 2026 |
| Magnus Financial Group LLC | History | Added to | 2,619 | 898 | 0.07% | 0.07% | 555 | +100 | 3.97% | Q4 2025 | Jan 07, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 2,617 | 897 | 0.02% | 0.02% | 556 | -200 | -7.1% | Q4 2025 | Feb 05, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Added to | 2,588 | 887 | 0.14% | 0.15% | 557 | +14 | 0.54% | Q4 2025 | Jan 29, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 2,586 | 886 | 0.12% | 0.12% | 558 | -4 | -0.15% | Q4 2025 | Feb 13, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 2,569 | 881 | 0.26% | 0.26% | 559 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 2,563 | 879 | 0.02% | 0.02% | 560 | +5 | 0.2% | Q4 2025 | Feb 05, 2026 |
| Soundwatch Capital LLC | History | No change | 2,560 | 878 | 0.14% | 0.14% | 561 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Reduced | 2,492 | 854 | 0.26% | 0.27% | 562 | -143 | -5.43% | Q4 2025 | Jan 29, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 2,475 | 848 | 0.33% | 0.37% | 563 | +97 | 4.08% | Q4 2025 | Feb 06, 2026 |
| Legacy Wealth Partners, LLC | History | New | 2,444 | 838 | 0.22% | — | 564 | +2,444 | New | Q4 2025 | Feb 17, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 2,442 | 837 | 0.03% | 0.04% | 566 | -6 | -0.25% | Q4 2025 | Jan 28, 2026 |
| Altus Wealth Management, LLC | History | Added to | 2,441 | 837 | 0.36% | 0.36% | 565 | +1 | 0.04% | Q4 2025 | Jan 22, 2026 |
| Arax Advisory Partners | History | Reduced | 2,417 | 828 | 0.02% | 11.58% | 567 | -7,646,523 | -99.97% | Q4 2025 | Feb 13, 2026 |
| RVW Wealth, LLC | History | No change | 2,401 | 823 | 0.06% | 0.06% | 568 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 2,388 | 819 | 0.27% | — | 569 | +2,388 | New | Q4 2025 | Mar 27, 2026 |
| Asset Management Group, Inc. | History | Added to | 2,372 | 813 | 0.13% | 0.13% | 570 | +4 | 0.17% | Q4 2025 | Feb 17, 2026 |
| Howard Capital Management Group, LLC | History | Added to | 2,370 | 812 | 0.05% | 0.05% | 571 | +25 | 1.07% | Q4 2025 | Jan 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 2,351 | 806 | 0.0% | 0.01% | 572 | -162 | -6.45% | Q4 2025 | Feb 03, 2026 |
| Nicholas Hoffman & Company, LLC. | History | New | 2,343 | 803 | 0.02% | — | 573 | +2,343 | New | Q4 2025 | Feb 02, 2026 |
| LongView Wealth Management | History | New | 2,282 | 790 | 0.19% | — | 574 | +2,282 | New | Q4 2025 | Jan 13, 2026 |
| Apella Capital, LLC | History | Added to | 2,301 | 789 | 0.02% | 0.01% | 575 | +646 | 39.03% | Q4 2025 | Jan 21, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 2,290 | 785 | 0.18% | 0.16% | 578 | -946 | -29.23% | Q4 2025 | Feb 02, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 2,290 | 785 | 0.02% | 0.02% | 577 | +7 | 0.31% | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | No change | 2,291 | 785 | 0.06% | 0.06% | 576 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Alta Wealth Advisors LLC | History | New | 2,287 | 784 | 0.26% | — | 579 | +2,287 | New | Q4 2025 | Feb 03, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | No change | 2,284 | 783 | 0.45% | 0.44% | 580 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 2,264 | 776 | 0.15% | 0.14% | 582 | +73 | 3.33% | Q4 2025 | Jan 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2,258 | 776 | 0.07% | 0.07% | 581 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 2,235 | 766 | 0.41% | 0.39% | 583 | -7 | -0.31% | Q4 2025 | Feb 17, 2026 |
| Baron Wealth Management LLC | History | No change | 2,236 | 766 | 0.24% | 0.25% | 584 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 2,230 | 764 | 0.11% | 0.11% | 585 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 2,222 | 762 | 0.03% | 0.1% | 586 | -2,304 | -50.91% | Q4 2025 | Feb 04, 2026 |
| VestGen Investment Management | History | Reduced | 2,215 | 759 | 0.42% | 0.47% | 587 | -148 | -6.26% | Q4 2025 | Feb 18, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 2,199 | 754 | 0.28% | 0.31% | 589 | -115 | -4.97% | Q4 2025 | Feb 03, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 2,201 | 754 | 0.3% | 0.29% | 588 | +6 | 0.27% | Q4 2025 | Feb 04, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 2,185 | 749 | 0.26% | 0.31% | 590 | -208 | -8.69% | Q4 2025 | Jan 08, 2026 |
| Lansing Street Advisors | History | Reduced | 2,184 | 749 | 0.19% | 0.2% | 591 | -96 | -4.21% | Q4 2025 | Jan 26, 2026 |
| Tudor Financial Inc. | History | Reduced | 2,175 | 745 | 0.38% | 0.4% | 592 | -80 | -3.55% | Q4 2025 | Feb 13, 2026 |
| Elevation Capital Advisory, LLC | History | Reduced | 2,162 | 741 | 0.3% | 3.96% | 593 | -27,652 | -92.75% | Q4 2025 | Jan 26, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 2,158 | 740 | 0.29% | — | 594 | +2,158 | New | Q4 2025 | Jan 15, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 2,153 | 738 | 0.2% | 0.22% | 595 | +3 | 0.14% | Q4 2025 | Jan 05, 2026 |
| Portland Global Advisors LLC | History | No change | 2,147 | 736 | 0.08% | 0.08% | 596 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 2,145 | 735 | 0.0% | 0.0% | 597 | -73 | -3.29% | Q4 2025 | Feb 12, 2026 |
| Blue Capital, Inc. | History | Added to | 2,125 | 728 | 0.52% | 0.23% | 598 | +1,208 | 131.73% | Q4 2025 | Feb 23, 2026 |
| Concorde Asset Management, LLC | History | Added to | 2,122 | 727 | 0.29% | 0.21% | 599 | +616 | 40.9% | Q4 2025 | Feb 13, 2026 |
| Activest Wealth Management | History | No change | 2,120 | 727 | 0.14% | 0.14% | 600 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PFG Investments, LLC | History | Added to | 2,117 | 726 | 0.03% | 0.03% | 601 | +398 | 23.15% | Q4 2025 | Jan 26, 2026 |
| Kovack Advisors, Inc. | History | Added to | 2,104 | 721 | 0.03% | 0.02% | 602 | +1,380 | 190.61% | Q4 2025 | Feb 17, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 2,098 | 719 | 0.32% | 0.31% | 603 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bawa N Mallick Trust | History | No change | 2,099 | 719 | 0.27% | 0.26% | 604 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Advisor OS, LLC | History | New | 27,817 | 714 | 0.06% | — | 605 | +27,817 | New | Q4 2025 | Feb 04, 2026 |
| Archer Investment Management, LLC | History | New | 2,068 | 709 | 0.38% | — | 606 | +2,068 | New | Q4 2025 | Jan 12, 2026 |
| Stillwater Wealth Management Group | History | Reduced | 2,061 | 706 | 0.48% | 0.57% | 607 | -395 | -16.08% | Q4 2025 | Jan 27, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 2,041 | 700 | 0.1% | 0.09% | 608 | +198 | 10.74% | Q4 2025 | Feb 09, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 2,007 | 688 | 0.13% | 0.13% | 609 | -166 | -7.64% | Q4 2025 | Jan 14, 2026 |
| Paulson Wealth Management Inc. | History | No change | 2,000 | 685 | 0.16% | 0.16% | 610 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CX Institutional | History | Reduced | 1,994 | 684 | 0.02% | 0.04% | 611 | -1,873 | -48.44% | Q4 2025 | Feb 02, 2026 |
| Elm Partners Management LLC | History | No change | 1,989 | 682 | 0.03% | 0.03% | 612 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 1,983 | 679 | 1.28% | — | 613 | +1,983 | New | Q4 2025 | Feb 18, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 1,943 | 675 | 0.04% | 0.05% | 614 | +493 | 34.0% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,966 | 674 | 0.0% | 0.0% | 615 | -26 | -1.31% | Q4 2025 | Feb 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 1,959 | 672 | 0.14% | 0.08% | 616 | +930 | 90.38% | Q4 2025 | Feb 11, 2026 |
| DKM Wealth Management, Inc. | History | No change | 1,947 | 667 | 0.5% | 0.52% | 617 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Curi Capital, LLC | History | Reduced | 1,927 | 660 | 0.01% | 0.01% | 618 | -3 | -0.16% | Q4 2025 | Feb 17, 2026 |
| PUREfi Wealth, LLC | History | Added to | 1,922 | 659 | 0.5% | 0.49% | 619 | +9 | 0.47% | Q4 2025 | Jan 12, 2026 |
| Portland Financial Advisors Inc | History | No change | 1,916 | 657 | 1.4% | 1.36% | 620 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Reduced | 1,907 | 654 | 0.0% | 0.0% | 622 | -196 | -9.32% | Q4 2025 | Feb 10, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 1,909 | 654 | 0.01% | 0.01% | 621 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 1,903 | 652 | 0.07% | 0.06% | 623 | +262 | 15.97% | Q4 2025 | Jan 28, 2026 |
| Imprint Wealth LLC | History | Added to | 1,901 | 651 | 3.04% | 1.66% | 624 | +344 | 22.09% | Q4 2025 | Feb 17, 2026 |
| ICONIQ Capital, LLC | History | Added to | 1,896 | 650 | 0.01% | 0.01% | 625 | +5 | 0.26% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Added to | 1,869 | 641 | 0.03% | 0.02% | 626 | +34 | 1.85% | Q4 2025 | Jan 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,863 | 638 | 0.03% | 0.03% | 627 | +45 | 2.48% | Q4 2025 | Jan 20, 2026 |
| Aegis Wealth Management, Inc. | History | New | 1,855 | 636 | 0.5% | — | 628 | +1,855 | New | Q4 2025 | Feb 05, 2026 |
| BLB&B Advisors, LLC | History | No change | 1,852 | 635 | 0.03% | 0.03% | 629 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 1,849 | 634 | 0.29% | 0.32% | 630 | -87 | -4.49% | Q4 2025 | Feb 17, 2026 |
| Stone Wealth Partners | History | New | 1,842 | 631 | 0.56% | — | 631 | +1,842 | New | Q4 2025 | Feb 24, 2026 |
| Glenview Trust Co | History | No change | 1,831 | 627 | 0.01% | 0.01% | 632 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 1,825 | 625 | 0.17% | 0.22% | 633 | -1,230 | -40.26% | Q4 2025 | Feb 12, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 1,824 | 625 | 0.06% | 0.08% | 634 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Skyline Advisors, Inc. | History | Added to | 1,989 | 619 | 0.21% | 0.15% | 635 | +666 | 50.34% | Q4 2025 | Jan 12, 2026 |
| BDFS Capital LLC | History | New | 1,802 | 618 | 0.31% | — | 636 | +1,802 | New | Q4 2025 | Feb 26, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 1,793 | 614 | 0.2% | 0.21% | 637 | +35 | 1.99% | Q4 2025 | Jan 27, 2026 |
| Compound Planning, Inc. | History | Reduced | 1,788 | 613 | 0.02% | 0.02% | 639 | -135 | -7.02% | Q4 2025 | Feb 19, 2026 |
| Weaver Consulting Group | History | Reduced | 1,789 | 613 | 0.15% | 0.16% | 638 | -85 | -4.54% | Q4 2025 | Feb 10, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 1,767 | 606 | 0.03% | 0.03% | 640 | +223 | 14.44% | Q4 2025 | Feb 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 1,765 | 605 | 0.02% | 0.02% | 641 | -361 | -16.98% | Q4 2025 | Feb 13, 2026 |
| Sageworth Trust Co | History | Reduced | 1,748 | 599 | 0.03% | 0.03% | 642 | -178 | -9.24% | Q4 2025 | Feb 03, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 1,744 | 598 | 0.0% | 0.0% | 643 | +1,131 | 184.5% | Q4 2025 | Feb 10, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 1,745 | 598 | 0.11% | 0.11% | 644 | -30 | -1.69% | Q4 2025 | Feb 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 1,739 | 596 | 0.03% | 0.03% | 645 | +474 | 37.47% | Q4 2025 | Jan 26, 2026 |
| Maia Wealth LLC | History | Added to | 1,774 | 594 | 0.1% | 0.07% | 646 | +479 | 36.99% | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,727 | 592 | 0.01% | 0.01% | 647 | -64 | -3.57% | Q4 2025 | Jan 21, 2026 |
| Venture Visionary Partners LLC | History | No change | 1,704 | 584 | 0.02% | 0.02% | 648 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aspen Investment Management Inc | History | No change | 1,700 | 583 | 0.18% | 0.22% | 649 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Austin Private Wealth, LLC | History | New | 1,684 | 577 | 0.04% | — | 650 | +1,684 | New | Q4 2025 | Jan 20, 2026 |
| Willis Investment Counsel | History | No change | 1,654 | 567 | 0.03% | 0.03% | 651 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 1,645 | 564 | 0.05% | 0.06% | 652 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| United Asset Strategies, Inc. | History | No change | 1,643 | 563 | 0.04% | 0.04% | 653 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 1,635 | 560 | 0.04% | 0.02% | 654 | +761 | 87.07% | Q4 2025 | Feb 03, 2026 |
| Vident Advisory, LLC | History | Added to | 1,620 | 555 | 0.01% | 0.01% | 655 | +3 | 0.19% | Q4 2025 | Feb 18, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 1,612 | 552 | 0.13% | 0.15% | 657 | -315 | -16.35% | Q4 2025 | Jan 16, 2026 |
| Oldfather Financial Services, LLC | History | Added to | 1,611 | 552 | 0.16% | 0.16% | 656 | +23 | 1.45% | Q4 2025 | Jan 16, 2026 |
| High Probability Advisors, LLC | History | Reduced | 1,610 | 552 | 0.07% | 0.07% | 658 | -6 | -0.37% | Q4 2025 | Jan 29, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 1,604 | 550 | 0.05% | 0.08% | 659 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 1,595 | 547 | 0.14% | 0.14% | 661 | +9 | 0.57% | Q4 2025 | Jan 07, 2026 |
| King Wealth Management Group | History | No change | 1,596 | 547 | 0.07% | 0.07% | 660 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,566 | 537 | 0.01% | 0.01% | 662 | +37 | 2.42% | Q4 2025 | Feb 06, 2026 |
| Florida Trust Wealth Management Co | History | No change | 1,563 | 536 | 0.01% | 0.01% | 663 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,553 | 532 | 0.16% | 0.45% | 664 | +171 | 12.37% | Q4 2025 | Feb 17, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 1,548 | 530 | 0.51% | — | 665 | +1,548 | New | Q4 2025 | Jan 23, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 1,538 | 527 | 0.02% | 0.02% | 667 | +450 | 41.36% | Q4 2025 | Feb 17, 2026 |
| HighMark Wealth Management LLC | History | No change | 1,538 | 527 | 0.21% | 0.22% | 666 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 1,530 | 526 | 0.41% | 0.22% | 668 | +716 | 87.96% | Q4 2025 | Feb 20, 2026 |
| FLP Wealth Management, LLC | History | Added to | 39,099 | 525 | 1.24% | 1.66% | 669 | +37,324 | 2102.76% | Q4 2025 | Jan 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 1,530 | 524 | 0.01% | 0.01% | 670 | -21 | -1.35% | Q4 2025 | Feb 09, 2026 |
| Sonoma Allocations LLC | History | Reduced | 1,514 | 522 | 0.17% | 0.19% | 671 | -32 | -2.07% | Q4 2025 | Feb 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 1,506 | 516 | 0.03% | 0.03% | 672 | +225 | 17.56% | Q4 2025 | Feb 10, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 1,492 | 511 | 0.18% | — | 673 | +1,492 | New | Q4 2025 | Feb 12, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 1,471 | 504 | 0.02% | 0.01% | 674 | +601 | 69.08% | Q4 2025 | Jan 14, 2026 |
| Redwood Investment Management, LLC | History | Added to | 1,469 | 504 | 0.06% | 0.05% | 675 | +81 | 5.84% | Q4 2025 | Feb 17, 2026 |
| MA Private Wealth | History | Reduced | 1,450 | 497 | 0.08% | 0.08% | 676 | -43 | -2.88% | Q4 2025 | Feb 03, 2026 |
| Integrated Advisors Network LLC | History | Added to | 1,446 | 495 | 0.02% | 0.02% | 677 | +14 | 0.98% | Q4 2025 | Feb 17, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 1,443 | 494 | 0.05% | 0.05% | 678 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 1,437 | 493 | 0.01% | 0.01% | 680 | -210 | -12.75% | Q4 2025 | Jan 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 1,440 | 493 | 0.09% | 0.09% | 679 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 1,422 | 487 | 0.27% | 0.32% | 681 | -20 | -1.39% | Q4 2025 | Feb 13, 2026 |
| Stirlingshire Investments, Inc. | History | New | 1,410 | 483 | 0.43% | — | 682 | +1,410 | New | Q4 2025 | Feb 11, 2026 |
| XY Planning Network, Inc. | History | New | 1,404 | 481 | 0.08% | — | 683 | +1,404 | New | Q4 2025 | Jan 26, 2026 |
| Legacy Edge Advisors, LLC | History | New | 1,404 | 481 | 0.05% | — | 684 | +1,404 | New | Q4 2025 | Feb 02, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | No change | 1,397 | 479 | 0.12% | 0.12% | 685 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Waldron Private Wealth LLC | History | No change | 1,394 | 478 | 0.02% | 0.02% | 686 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 1,384 | 474 | 0.34% | 0.36% | 688 | -34 | -2.4% | Q4 2025 | Jan 20, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 1,384 | 474 | 0.0% | 0.0% | 687 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 1,381 | 473 | 0.12% | 4.01% | 689 | -167,260 | -99.18% | Q4 2025 | Jan 23, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 1,375 | 471 | 0.01% | 0.01% | 690 | +647 | 88.87% | Q4 2025 | Feb 04, 2026 |
| BostonPremier Wealth LLC | History | Added to | 1,373 | 471 | 0.24% | 0.22% | 691 | +69 | 5.29% | Q4 2025 | Jan 13, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Added to | 1,371 | 470 | 0.2% | 0.16% | 692 | +152 | 12.47% | Q4 2025 | Jan 30, 2026 |
| Balance Wealth, LLC | History | Reduced | 1,370 | 469 | 0.15% | 0.12% | 693 | -109 | -7.37% | Q4 2025 | Jan 21, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | No change | 1,362 | 467 | 0.23% | 0.24% | 694 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | New | 1,359 | 466 | 0.08% | — | 695 | +1,359 | New | Q4 2025 | Feb 11, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | New | 1,359 | 466 | 0.02% | — | 696 | +1,359 | New | Q4 2025 | Feb 13, 2026 |
| Veracity Capital LLC | History | Added to | 1,360 | 466 | 0.14% | 0.12% | 697 | +187 | 15.94% | Q4 2025 | Jan 29, 2026 |
| Old Port Advisors | History | No change | 1,353 | 464 | 0.11% | 0.11% | 698 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Edgestream Partners, L.P. | History | Added to | 1,350 | 463 | 0.01% | 0.01% | 699 | +483 | 55.71% | Q4 2025 | Feb 13, 2026 |
| Focused Wealth Management, Inc | History | Added to | 1,334 | 457 | 0.05% | 0.05% | 700 | +2 | 0.15% | Q4 2025 | Jan 29, 2026 |
| SPINNAKER TRUST | History | Reduced | 1,324 | 454 | 0.02% | 0.02% | 701 | -20 | -1.49% | Q4 2025 | Feb 10, 2026 |
| ADE, LLC | History | Added to | 1,319 | 452 | 0.22% | 0.22% | 702 | +1 | 0.08% | Q4 2025 | Feb 10, 2026 |
| Sound Portfolio Advisors, LLC | History | New | 1,308 | 448 | 0.38% | — | 703 | +1,308 | New | Q4 2025 | Feb 05, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 1,292 | 443 | 0.19% | 0.24% | 704 | -182 | -12.35% | Q4 2025 | Feb 17, 2026 |
| Bricktown Capital, LLC | History | No change | 1,294 | 443 | 0.07% | 0.07% | 705 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 1,290 | 442 | 0.0% | 0.0% | 706 | -160 | -11.03% | Q4 2025 | Feb 09, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 1,286 | 441 | 0.01% | 0.01% | 707 | +129 | 11.15% | Q4 2025 | Feb 09, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 1,281 | 439 | 0.02% | 0.07% | 708 | -2,800 | -68.61% | Q4 2025 | Feb 02, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 1,282 | 439 | 0.33% | 0.33% | 709 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 1,275 | 437 | 0.03% | 0.03% | 710 | +17 | 1.35% | Q4 2025 | Jan 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 1,272 | 436 | 0.02% | 0.02% | 711 | +4 | 0.32% | Q4 2025 | Jan 29, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 1,258 | 431 | 0.08% | 0.07% | 712 | +107 | 9.3% | Q4 2025 | Jan 12, 2026 |
| Hilltop Holdings Inc. | History | Added to | 1,257 | 430 | 0.03% | 0.02% | 713 | +144 | 12.94% | Q4 2025 | Feb 17, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 1,253 | 429 | 0.82% | 0.44% | 714 | +207 | 19.79% | Q4 2025 | Jan 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,238 | 424 | 0.01% | 0.01% | 715 | +114 | 10.14% | Q4 2025 | Feb 03, 2026 |
| Choate Investment Advisors | History | No change | 1,234 | 423 | 0.01% | 0.01% | 716 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 1,226 | 420 | 0.03% | 0.03% | 717 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Seneca House Advisors | History | Added to | 1,223 | 419 | 0.16% | 0.16% | 718 | +2 | 0.16% | Q4 2025 | Feb 17, 2026 |
| OneAscent Financial Services LLC | History | New | 8,773 | 416 | 0.04% | — | 720 | +8,773 | New | Q4 2025 | Feb 11, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 1,215 | 416 | 0.05% | 0.05% | 719 | -55 | -4.33% | Q4 2025 | Jan 14, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 1,211 | 415 | 0.05% | 0.05% | 721 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 1,210 | 414 | 0.03% | 0.03% | 722 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 1,210 | 414 | 0.18% | 0.19% | 723 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stegner Investment Associates Inc. | History | Added to | 1,203 | 412 | 0.22% | 0.21% | 724 | +42 | 3.62% | Q4 2025 | Jan 30, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 1,201 | 411 | 0.05% | 0.05% | 726 | +2 | 0.17% | Q4 2025 | Feb 13, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | No change | 1,200 | 411 | 0.03% | 0.03% | 725 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Milestone Asset Management Group, LLC | History | No change | 1,182 | 405 | 0.23% | 0.25% | 727 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GREENLEAF TRUST | History | No change | 1,173 | 402 | 0.0% | 0.0% | 728 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 1,168 | 400 | 0.2% | 0.19% | 729 | +14 | 1.21% | Q4 2025 | Feb 12, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 1,167 | 400 | 0.25% | 0.25% | 730 | +3 | 0.26% | Q4 2025 | Feb 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,162 | 399 | 0.02% | 0.02% | 731 | -277 | -19.25% | Q4 2025 | Feb 13, 2026 |
| High Note Wealth, LLC | History | No change | 1,166 | 399 | 0.08% | 0.08% | 732 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Michels Family Financial, LLC | History | Added to | 1,125 | 385 | 0.28% | 0.24% | 733 | +202 | 21.89% | Q4 2025 | Feb 19, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,112 | 381 | 0.03% | 0.03% | 734 | +13 | 1.18% | Q4 2025 | Feb 20, 2026 |
| Cannell & Spears LLC | History | Added to | 1,111 | 380 | 0.01% | 0.01% | 736 | +7 | 0.63% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | No change | 1,110 | 380 | 0.01% | 0.01% | 735 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BOS Asset Management, LLC | History | No change | 1,107 | 379 | 0.1% | 0.1% | 737 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 1,102 | 378 | 0.24% | — | 739 | +1,102 | New | Q4 2025 | Feb 04, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 1,113 | 378 | 0.22% | 0.07% | 738 | +509 | 84.27% | Q4 2025 | Feb 10, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 1,101 | 377 | 0.02% | 0.02% | 740 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 1,089 | 373 | 0.01% | 0.01% | 741 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 1,084 | 371 | 0.08% | 0.11% | 742 | -363 | -25.09% | Q4 2025 | Feb 10, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,068 | 366 | 0.01% | 0.01% | 743 | +130 | 13.86% | Q4 2025 | Feb 09, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 1,066 | 365 | 0.03% | 0.03% | 744 | -55 | -4.91% | Q4 2025 | Jan 23, 2026 |
| Optas, LLC | History | No change | 1,066 | 365 | 0.06% | 0.06% | 745 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Oregon Pacific Wealth Management, LLC | History | New | 1,062 | 364 | 0.38% | — | 747 | +1,062 | New | Q4 2025 | Jan 16, 2026 |
| Midwest Trust Co | History | Reduced | 1,064 | 364 | 0.0% | 0.0% | 748 | -8 | -0.75% | Q4 2025 | Feb 04, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | Added to | 1,062 | 364 | 0.06% | 0.06% | 746 | +2 | 0.19% | Q4 2025 | Feb 17, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 1,059 | 363 | 0.23% | 0.3% | 749 | -269 | -20.26% | Q4 2025 | Feb 02, 2026 |
| Williams & Novak, LLC | History | Added to | 1,058 | 362 | 0.27% | 0.25% | 750 | +76 | 7.74% | Q4 2025 | Feb 05, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 1,050 | 360 | 0.03% | 0.03% | 751 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Coordinated Financial Services, Inc. | History | New | 1,049 | 359 | 0.21% | — | 753 | +1,049 | New | Q4 2025 | Feb 09, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 1,049 | 359 | 0.01% | 0.01% | 752 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,045 | 358 | 0.01% | 0.0% | 754 | +1,020 | 4080.0% | Q4 2025 | Feb 05, 2026 |
| FIRST HORIZON CORP | History | No change | 1,038 | 356 | 0.02% | 0.02% | 755 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| New Republic Capital, LLC | History | Added to | 1,035 | 354 | 0.09% | 0.08% | 757 | +280 | 37.09% | Q4 2025 | Feb 10, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 1,035 | 354 | 0.05% | 0.06% | 756 | -191 | -15.58% | Q4 2025 | Jan 08, 2026 |
| WHITTIER TRUST CO | History | Reduced | 1,024 | 353 | 0.0% | 0.0% | 758 | -14 | -1.35% | Q4 2025 | Jan 26, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 1,025 | 351 | 0.2% | 0.2% | 759 | -25 | -2.38% | Q4 2025 | Jan 16, 2026 |
| Haven Private, LLC | History | No change | 1,026 | 351 | 0.15% | 0.15% | 760 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Inspire Advisors, LLC | History | Added to | 1,022 | 350 | 0.03% | 0.02% | 762 | +351 | 52.31% | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 1,022 | 350 | 0.08% | 0.09% | 761 | -52 | -4.84% | Q4 2025 | Jan 27, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 1,022 | 349 | 0.01% | 0.01% | 764 | +1 | 0.1% | Q4 2025 | Feb 09, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 1,020 | 349 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dorato Capital Management | History | New | 1,012 | 347 | 0.26% | — | 766 | +1,012 | New | Q4 2025 | Jan 16, 2026 |
| Asset Dedication, LLC | History | No change | 1,012 | 347 | 0.02% | 0.02% | 765 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ullmann Wealth Partners Group, LLC | History | New | 1,000 | 345 | 0.04% | — | 768 | +1,000 | New | Q4 2025 | Feb 12, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 1,006 | 345 | 0.04% | 0.04% | 767 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ASL Financial, LLC | History | New | 999 | 342 | 0.27% | — | 769 | +999 | New | Q4 2025 | Jan 20, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 992 | 340 | 0.32% | 0.22% | 770 | +303 | 43.98% | Q4 2025 | Jan 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 989 | 339 | 0.02% | 0.02% | 771 | +11 | 1.12% | Q4 2025 | Feb 13, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 986 | 338 | 0.09% | 0.09% | 772 | -24 | -2.38% | Q4 2025 | Jan 23, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 980 | 336 | 0.02% | 0.03% | 773 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 979 | 335 | 0.0% | 0.0% | 774 | +20 | 2.09% | Q4 2025 | Feb 10, 2026 |
| Bison Wealth, LLC | History | New | 1,045 | 332 | 0.04% | — | 775 | +1,045 | New | Q4 2025 | Mar 24, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 963 | 330 | 0.02% | 0.02% | 776 | +73 | 8.2% | Q4 2025 | Jan 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 957 | 328 | 0.01% | 0.01% | 777 | +74 | 8.38% | Q4 2025 | Jan 06, 2026 |
| CLG LLC | History | Added to | 959 | 328 | 0.08% | 0.09% | 778 | +2 | 0.21% | Q4 2025 | Jan 15, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 956 | 327 | 0.02% | — | 780 | +956 | New | Q4 2025 | Feb 09, 2026 |
| Crewe Advisors LLC | History | Reduced | 956 | 327 | 0.03% | 0.03% | 779 | -24 | -2.45% | Q4 2025 | Jan 16, 2026 |
| HANOVER ADVISORS INC | History | No change | 950 | 325 | 0.13% | 0.12% | 781 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Reduced | 945 | 324 | 0.0% | 0.0% | 782 | -150 | -13.7% | Q4 2025 | Feb 12, 2026 |
| HOURGLASS CAPITAL, LLC | History | Reduced | 940 | 322 | 0.07% | 0.07% | 783 | -10 | -1.05% | Q4 2025 | Jan 14, 2026 |
| FLC Capital Advisors | History | No change | 936 | 321 | 0.06% | 0.06% | 784 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Americana Partners, LLC | History | No change | 931 | 319 | 0.01% | 0.01% | 785 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Welch Group, LLC | History | Added to | 920 | 315 | 0.01% | 0.01% | 786 | +100 | 12.2% | Q4 2025 | Jan 26, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 921 | 315 | 0.02% | 0.02% | 787 | -19 | -2.02% | Q4 2025 | Feb 12, 2026 |
| KPP Advisory Services LLC | History | Reduced | 913 | 313 | 0.05% | 0.28% | 791 | -4,794 | -84.0% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 913 | 313 | 0.02% | 0.02% | 790 | -59 | -6.07% | Q4 2025 | Feb 05, 2026 |
| FIRST MERCHANTS CORP | History | No change | 915 | 313 | 0.01% | 0.01% | 788 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| GreatBanc Trust CO | History | No change | 915 | 313 | 0.22% | 0.21% | 789 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 903 | 309 | 0.02% | 0.03% | 792 | -269 | -22.95% | Q4 2025 | Feb 06, 2026 |
| Soltis Investment Advisors LLC | History | No change | 902 | 309 | 0.02% | 0.02% | 793 | 0 | 0.0% | Q4 2025 | Apr 02, 2026 |
| Wealth Architects, LLC | History | No change | 900 | 308 | 0.03% | 0.03% | 794 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Payne Capital Management, LLC | History | No change | 900 | 308 | 0.1% | 0.1% | 795 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Garde Capital, Inc. | History | No change | 896 | 307 | 0.02% | 0.01% | 796 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 888 | 304 | 0.07% | 0.08% | 798 | -116 | -11.55% | Q4 2025 | Jan 14, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 887 | 304 | 0.23% | 0.23% | 799 | +2 | 0.23% | Q4 2025 | Feb 11, 2026 |
| Global Wealth Management, LLC | History | No change | 887 | 304 | 0.16% | 0.15% | 797 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 880 | 301 | 0.02% | 0.02% | 800 | +137 | 18.44% | Q4 2025 | Jan 07, 2026 |