iSHARES TRUST - SGOV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 10,750,215 | 1,079,106 | 0.08% | 0.07% | 1 | +866,454 | 8.77% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 8,796,355 | 882,978 | 0.24% | 0.23% | 2 | +896,804 | 11.35% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 7,998,636 | 802,903 | 0.05% | 0.05% | 3 | -252,671 | -3.06% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 4,141,877 | 415,761 | 0.7% | 0.31% | 4 | +2,335,616 | 129.31% | Q4 2025 | Feb 12, 2026 |
| Compound Global Advisors, LLC | History | No change | 3,977 | 399,211 | 22.14% | 21.73% | 5 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cerity Partners LLC | History | Added to | 3,943,067 | 395,805 | 0.58% | 0.3% | 6 | +2,081,395 | 111.8% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,671,944 | 268,209 | 0.08% | 0.08% | 7 | +51,694 | 1.97% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 2,591,192 | 260,103 | 0.04% | 0.03% | 8 | +554,327 | 27.21% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,589,933 | 260,006 | 0.38% | 0.35% | 9 | +99,636 | 4.0% | Q4 2025 | Feb 17, 2026 |
| GM Advisory Group, LLC | History | Reduced | 2,493,491 | 250,296 | 9.81% | 11.0% | 10 | -76,108 | -2.96% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,350,796 | 235,973 | 0.01% | 0.01% | 11 | +288,947 | 14.01% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,350,357 | 235,929 | 0.04% | — | 12 | +2,350,357 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 2,256,061 | 226,463 | 0.26% | 0.16% | 13 | +1,263,520 | 127.3% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,125,547 | 213,468 | 0.29% | 0.29% | 14 | +245,543 | 13.06% | Q4 2025 | Jan 08, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 2,091,242 | 209,918 | 3.15% | 3.74% | 15 | -508,716 | -19.57% | Q4 2025 | Jan 05, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,019,427 | 202,710 | 3.42% | 3.42% | 16 | +137,302 | 7.3% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,017,655 | 202,513 | 0.05% | 0.04% | 17 | +87,274 | 4.52% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,007,142 | 201,476 | 0.38% | 0.38% | 18 | +159,642 | 8.64% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,907,424 | 191,467 | 0.21% | 0.23% | 19 | -32,842 | -1.69% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,859,430 | 186,649 | 0.03% | 0.03% | 20 | +427,385 | 29.84% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 1,787,394 | 179,418 | 0.66% | 0.68% | 21 | +235,224 | 15.15% | Q4 2025 | Feb 17, 2026 |
| Robinhood Asset Management, LLC | History | New | 1,770,674 | 177,740 | 14.16% | — | 22 | +1,770,674 | New | Q4 2025 | Jan 21, 2026 |
| Cohalo Advisory LLC | History | Reduced | 1,695 | 170,192 | 12.61% | 13.39% | 23 | -9 | -0.53% | Q4 2025 | Jan 20, 2026 |
| Westerkirk Capital Inc. | History | New | 1,523,760 | 152,955 | 14.9% | — | 24 | +1,523,760 | New | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 1,471,057 | 147,664 | 1.2% | 1.56% | 25 | -79,766 | -5.14% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 1,356,435 | 136,158 | 0.78% | 0.9% | 26 | -70,598 | -4.95% | Q4 2025 | Feb 13, 2026 |
| Privium Fund Management (UK) Ltd | History | New | 1,300,000 | 130,481 | 97.46% | — | 27 | +1,300,000 | New | Q4 2025 | Feb 03, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 1,298,080 | 130,303 | 6.21% | 4.54% | 28 | +340,319 | 35.53% | Q4 2025 | Feb 12, 2026 |
| CX Institutional | History | Reduced | 1,281,899 | 128,677 | 3.84% | 4.36% | 29 | -145,234 | -10.18% | Q4 2025 | Feb 02, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,235,713 | 124,040 | 0.15% | 0.18% | 30 | -309,200 | -20.01% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 1,202,367 | 120,693 | 1.52% | 1.47% | 31 | +78,178 | 6.95% | Q4 2025 | Feb 10, 2026 |
| Cynosure Group, LLC | History | Reduced | 1,187,975 | 119,248 | 12.13% | 13.79% | 32 | -73,244 | -5.81% | Q4 2025 | Feb 17, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 1,158,134 | 116,253 | 6.35% | 9.84% | 33 | -491,481 | -29.79% | Q4 2025 | Jan 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,136,034 | 114,035 | 0.07% | 0.08% | 34 | -68,999 | -5.73% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,127,060 | 113,134 | 0.03% | 0.03% | 35 | +107,706 | 10.57% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,053,185 | 105,718 | 1.13% | 1.47% | 36 | +85,167 | 8.8% | Q4 2025 | Jan 23, 2026 |
| Alpha Wealth Funds, LLC | History | Added to | 1,051,068 | 105,506 | 65.23% | 62.72% | 37 | +199,261 | 23.39% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,049,078 | 105,307 | 0.09% | 0.08% | 38 | +125,766 | 13.62% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 1,008,955 | 101,278 | 2.17% | 2.24% | 39 | -473 | -0.05% | Q4 2025 | Feb 02, 2026 |
| Balentine LLC | History | Added to | 1,006,925 | 101,075 | 3.83% | 3.19% | 40 | +147,409 | 17.15% | Q4 2025 | Feb 02, 2026 |
| Cheviot Value Management, LLC | History | Added to | 976,055 | 98,230 | 9.65% | 9.31% | 41 | +106,672 | 12.27% | Q4 2025 | Feb 03, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 970,749 | 97,443 | 8.85% | 11.34% | 42 | -267,713 | -21.62% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 964,982 | 96,864 | 0.54% | 0.66% | 43 | -111,937 | -10.39% | Q4 2025 | Feb 03, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 938,528 | 94,209 | 0.4% | 0.47% | 44 | -143,343 | -13.25% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Added to | 937,237 | 94,079 | 1.35% | 1.18% | 45 | +152,677 | 19.46% | Q4 2025 | Feb 02, 2026 |
| PEAVINE CAPITAL, LLC | History | Reduced | 885,897 | 88,926 | 18.79% | 19.77% | 46 | -65,054 | -6.84% | Q4 2025 | Jan 21, 2026 |
| Wealthfront Advisers LLC | History | Added to | 875,760 | 87,908 | 0.2% | 0.12% | 47 | +374,062 | 74.56% | Q4 2025 | Jan 30, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Reduced | 855,521 | 85,877 | 3.16% | 39.88% | 48 | -8,498,548 | -90.85% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 823,845 | 82,697 | 0.11% | 0.1% | 49 | +95,456 | 13.11% | Q4 2025 | Feb 12, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 784,344 | 78,842 | 24.61% | 23.85% | 50 | +46,465 | 6.3% | Q4 2025 | Jan 16, 2026 |
| BlackRock, Inc. | History | Added to | 767,431 | 77,034 | 0.0% | 0.0% | 51 | +44,797 | 6.2% | Q4 2025 | Feb 12, 2026 |
| RWWM, Inc. | History | New | 765,241 | 76,814 | 5.28% | — | 52 | +765,241 | New | Q4 2025 | Feb 13, 2026 |
| Avos Capital Management, LLC | History | Added to | 753,287 | 75,614 | 33.05% | 30.72% | 53 | +99,639 | 15.24% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 738,130 | 74,093 | 0.08% | 0.08% | 54 | +65,890 | 9.8% | Q4 2025 | Feb 06, 2026 |
| PSP Research LLC | History | New | 700,000 | 70,266 | 61.41% | — | 55 | +700,000 | New | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 688,484 | 69,110 | 0.18% | 0.23% | 56 | -150,962 | -17.98% | Q4 2025 | Feb 05, 2026 |
| Zurich Insurance Group Ltd/FI | History | New | 673,096 | 67,565 | 0.47% | — | 57 | +673,096 | New | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 672,747 | 67,530 | 5.36% | 5.6% | 58 | +6,662 | 1.0% | Q4 2025 | Feb 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 672,160 | 67,471 | 3.18% | 2.61% | 59 | +76,190 | 12.78% | Q4 2025 | Jan 21, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 663,538 | 66,605 | 5.37% | 6.52% | 60 | -78,507 | -10.58% | Q4 2025 | Feb 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 654,830 | 65,731 | 3.9% | — | 61 | +654,830 | New | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 651,213 | 65,368 | 1.13% | 1.45% | 62 | -28,124 | -4.14% | Q4 2025 | Feb 19, 2026 |
| Ridgepath Capital Management LLC | History | No change | 647,593 | 65,212 | 29.94% | 27.83% | 63 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Nierenberg Investment Management Company, LLC | History | New | 640,597 | 64,303 | 31.22% | — | 64 | +640,597 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 638,989 | 64,141 | 0.37% | 0.32% | 65 | +135,684 | 26.96% | Q4 2025 | Jan 26, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 627,550 | 62,993 | 15.6% | 17.42% | 66 | -51,174 | -7.54% | Q4 2025 | Jan 29, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 618,514 | 62,086 | 0.38% | 0.35% | 67 | +71,559 | 13.08% | Q4 2025 | Jan 29, 2026 |
| Sollinda Capital Management LLC | History | Reduced | 616,445 | 61,878 | 15.81% | 18.72% | 68 | -61,771 | -9.11% | Q4 2025 | Jan 15, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 587,041 | 58,927 | 1.19% | 1.15% | 69 | +43,469 | 8.0% | Q4 2025 | Feb 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 585,728 | 58,795 | 1.86% | 1.47% | 70 | +139,219 | 31.18% | Q4 2025 | Jan 30, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 576,397 | 57,858 | 4.25% | 7.21% | 71 | -907,688 | -61.16% | Q4 2025 | Feb 02, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 572,280 | 57,445 | 13.45% | 14.88% | 72 | +47,679 | 9.09% | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 569,208 | 57,137 | 8.07% | 6.12% | 73 | +184,416 | 47.93% | Q4 2025 | Jan 12, 2026 |
| Punch Card Management L.P. | History | No change | 566,000 | 56,815 | 18.88% | 17.68% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 563,997 | 56,614 | 0.87% | 1.44% | 75 | -218,645 | -27.94% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 560,731 | 56,286 | 0.98% | 1.17% | 76 | +59,779 | 11.93% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 553,043 | 55,514 | 0.14% | 0.13% | 77 | +60,717 | 12.33% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 534,063 | 53,609 | 0.04% | 0.02% | 78 | +290,005 | 118.83% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 531,478 | 53,349 | 0.66% | 0.45% | 79 | +129,129 | 32.09% | Q4 2025 | Feb 02, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 519,636 | 52,161 | 1.16% | 0.69% | 80 | +232,085 | 80.71% | Q4 2025 | Jan 27, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 506,100 | 50,802 | 2.79% | 2.66% | 81 | +52,020 | 11.46% | Q4 2025 | Jan 29, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Added to | 488,414 | 49,026 | 16.82% | 15.68% | 82 | +19,543 | 4.17% | Q4 2025 | Jan 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 482,107 | 48,393 | 0.13% | 0.06% | 83 | +286,424 | 146.37% | Q4 2025 | Jan 26, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 480,286 | 48,211 | 3.18% | 0.28% | 84 | +439,400 | 1074.7% | Q4 2025 | Jan 16, 2026 |
| Elm Partners Management LLC | History | Reduced | 479,084 | 48,090 | 2.18% | 4.05% | 85 | -326,134 | -40.5% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 477,815 | 47,963 | 0.06% | 0.06% | 86 | +50,664 | 11.86% | Q4 2025 | Feb 02, 2026 |
| Arjuna Capital | History | Reduced | 475,316 | 47,712 | 11.69% | 12.93% | 87 | -41,406 | -8.01% | Q4 2025 | Feb 05, 2026 |
| Marex Group plc | History | Reduced | 474,685 | 47,648 | 0.3% | 0.37% | 88 | -50,175 | -9.56% | Q4 2025 | Feb 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 466,106 | 46,787 | 0.96% | 0.85% | 89 | -8,406 | -1.77% | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 465,506 | 46,727 | 0.66% | 0.41% | 90 | +186,803 | 67.03% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 464,925 | 46,669 | 0.06% | 0.05% | 91 | +60,945 | 15.09% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | Added to | 449,958 | 45,177 | 2.0% | 1.81% | 92 | +47,502 | 11.8% | Q4 2025 | Feb 09, 2026 |
| Creative Planning | History | Added to | 438,815 | 44,048 | 0.03% | 0.03% | 93 | +69,287 | 18.75% | Q4 2025 | Feb 17, 2026 |
| Dynamic Financial Group | History | Reduced | 438,475 | 44,014 | 37.55% | 53.42% | 94 | -172,576 | -28.24% | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 430,441 | 43,207 | 0.07% | 0.08% | 95 | -36,845 | -7.88% | Q4 2025 | Feb 18, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 424,101 | 42,567 | 2.21% | 1.61% | 96 | +140,658 | 49.62% | Q4 2025 | Feb 06, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 418,999 | 42,059 | 4.37% | 6.21% | 97 | -1,285,568 | -75.42% | Q4 2025 | Jan 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 417,402 | 41,898 | 0.23% | 0.22% | 98 | +40,394 | 10.71% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 406,640 | 40,818 | 0.07% | 0.07% | 99 | +73,882 | 22.2% | Q4 2025 | Mar 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 389,051 | 39,052 | 0.77% | 0.32% | 100 | +236,958 | 155.8% | Q4 2025 | Jan 14, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Added to | 384,024 | 38,548 | 9.7% | 4.78% | 101 | +205,540 | 115.16% | Q4 2025 | Feb 12, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 381,204 | 38,265 | 1.8% | 1.9% | 102 | -8,579 | -2.2% | Q4 2025 | Jan 29, 2026 |
| Ryan Investment Management, Inc. | History | New | 375,265 | 37,669 | 20.86% | — | 103 | +375,265 | New | Q4 2025 | Jan 12, 2026 |
| Omnia Family Wealth, LLC | History | Added to | 365,934 | 36,732 | 10.85% | 6.36% | 104 | +171,294 | 88.01% | Q4 2025 | Jan 16, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 362,246 | 36,362 | 0.47% | 0.48% | 105 | +7,016 | 1.98% | Q4 2025 | Feb 09, 2026 |
| Orion Capital Management LLC | History | Added to | 358,473 | 35,983 | 12.1% | 12.25% | 106 | +8,346 | 2.38% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Added to | 356,077 | 35,743 | 0.17% | 0.13% | 107 | +94,232 | 35.99% | Q4 2025 | Feb 17, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | New | 353,813 | 35,515 | 24.32% | — | 108 | +353,813 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 352,972 | 35,431 | 0.15% | 0.14% | 109 | +53,161 | 17.73% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 344,687 | 34,599 | 0.19% | 0.2% | 110 | -1,985 | -0.57% | Q4 2025 | Jan 29, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 344,356 | 34,566 | 0.62% | 0.7% | 111 | +3,604 | 1.06% | Q4 2025 | Jan 16, 2026 |
| CWM, LLC | History | Reduced | 342,399 | 34,370 | 0.09% | 0.12% | 112 | -54,272 | -13.68% | Q4 2025 | Jan 26, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 338,462 | 33,974 | 0.4% | 0.88% | 113 | -368,768 | -52.14% | Q4 2025 | Jan 29, 2026 |
| Brookstone Capital Management | History | Added to | 332,517 | 33,378 | 0.38% | 0.35% | 114 | +37,231 | 12.61% | Q4 2025 | Jan 15, 2026 |
| One Day In July LLC | History | Reduced | 331,330 | 33,258 | 2.73% | 3.69% | 115 | -101,839 | -23.51% | Q4 2025 | Feb 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 323,997 | 32,522 | 0.61% | 0.68% | 116 | -1,913 | -0.59% | Q4 2025 | Feb 03, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 314,596 | 31,579 | 0.92% | 1.0% | 117 | +11,852 | 3.91% | Q4 2025 | Feb 12, 2026 |
| Tolleson Wealth Management, Inc. | History | New | 312,901 | 31,409 | 4.53% | — | 118 | +312,901 | New | Q4 2025 | Feb 17, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Added to | 304,879 | 30,603 | 9.26% | 0.24% | 119 | +298,009 | 4337.83% | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Added to | 304,662 | 30,581 | 0.17% | 0.11% | 120 | +119,694 | 64.71% | Q4 2025 | Feb 10, 2026 |
| Opus Capital Group, LLC | History | Added to | 303,958 | 30,511 | 3.31% | 3.35% | 121 | +7,811 | 2.64% | Q4 2025 | Jan 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 294,534 | 29,565 | 0.02% | 0.0% | 122 | +273,905 | 1327.77% | Q4 2025 | Feb 17, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 294,499 | 29,561 | 5.02% | 3.38% | 123 | +77,765 | 35.88% | Q4 2025 | Jan 29, 2026 |
| Diversified Trust Co | History | Reduced | 294,280 | 29,539 | 0.54% | 0.76% | 124 | -85,520 | -22.52% | Q4 2025 | Jan 09, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 287,091 | 28,818 | 1.07% | 1.24% | 125 | -23,946 | -7.7% | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 285,711 | 28,679 | 2.52% | 2.79% | 126 | -25,836 | -8.29% | Q4 2025 | Feb 06, 2026 |
| M. Kulyk & Associates, LLC | History | Reduced | 283,402 | 28,447 | 5.44% | 6.5% | 127 | -34,180 | -10.76% | Q4 2025 | Jan 08, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 280,808 | 28,187 | 14.01% | 10.69% | 128 | +87,763 | 45.46% | Q4 2025 | Jan 26, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 277,083 | 27,818 | 0.06% | 0.19% | 129 | -719,086 | -72.19% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 276,304 | 27,735 | 0.17% | 0.22% | 130 | -26,315 | -8.7% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 269,541 | 27,056 | 1.31% | 1.5% | 131 | -40,489 | -13.06% | Q4 2025 | Jan 20, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 267,400 | 26,841 | 0.07% | 0.07% | 132 | +19,600 | 7.91% | Q4 2025 | Feb 10, 2026 |
| Maxi Investments CY Ltd | History | Reduced | 265,000 | 26,601 | 4.84% | 32.04% | 133 | -1,264,950 | -82.68% | Q4 2025 | Feb 03, 2026 |
| Trek Financial, LLC | History | Added to | 264,686 | 26,569 | 1.54% | 1.34% | 134 | +41,274 | 18.47% | Q4 2025 | Feb 04, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 264,628 | 26,563 | 2.19% | 2.21% | 135 | +9,712 | 3.81% | Q4 2025 | Jan 27, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 261,487 | 26,248 | 3.47% | 3.52% | 136 | +11,558 | 4.62% | Q4 2025 | Jan 30, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Reduced | 260,614 | 26,160 | 2.65% | 2.76% | 137 | -1,844 | -0.7% | Q4 2025 | Feb 17, 2026 |
| Bangor Savings Bank | History | Reduced | 259,127 | 26,011 | 2.09% | 2.22% | 138 | -5,277 | -2.0% | Q4 2025 | Jan 16, 2026 |
| Empowered Funds, LLC | History | Added to | 258,644 | 25,962 | 0.44% | 0.24% | 139 | +22,613 | 9.58% | Q4 2025 | Feb 18, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 255,232 | 25,620 | 1.1% | 1.09% | 140 | +22,766 | 9.79% | Q4 2025 | Feb 11, 2026 |
| VestGen Advisors, LLC | History | Added to | 253,257 | 25,421 | 1.08% | 0.37% | 141 | +142,548 | 128.76% | Q4 2025 | Feb 17, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | New | 251,101 | 25,205 | 2.34% | — | 142 | +251,101 | New | Q4 2025 | Feb 06, 2026 |
| Westfuller Advisors, LLC | History | Added to | 250,651 | 25,160 | 10.18% | 4.22% | 143 | +158,395 | 171.69% | Q4 2025 | Jan 21, 2026 |
| PECAUT & CO. | History | Reduced | 250,422 | 25,137 | 8.11% | 8.1% | 144 | -19 | -0.01% | Q4 2025 | Feb 10, 2026 |
| Owen LaRue, LLC | History | Reduced | 247,668 | 24,860 | 9.46% | 10.08% | 145 | -6,735 | -2.65% | Q4 2025 | Feb 05, 2026 |
| L2 Asset Management, LLC | History | Added to | 245,884 | 24,681 | 3.3% | 3.49% | 146 | +6,418 | 2.68% | Q4 2025 | Feb 17, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 245,697 | 24,619 | 2.2% | 2.54% | 147 | +15,706 | 6.83% | Q4 2025 | Jan 30, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 241,943 | 24,286 | 4.85% | 5.77% | 148 | -41,605 | -14.67% | Q4 2025 | Feb 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 240,655 | 24,156 | 0.3% | 0.23% | 149 | +64,801 | 36.85% | Q4 2025 | Feb 05, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 234,964 | 23,585 | 11.13% | 7.33% | 150 | +86,599 | 58.37% | Q4 2025 | Feb 06, 2026 |
| Sandhill Capital Partners LLC | History | Added to | 234,618 | 23,550 | 1.68% | 0.81% | 151 | +119,342 | 103.53% | Q4 2025 | Feb 12, 2026 |
| TLWM | History | Reduced | 233,603 | 23,448 | 4.29% | 8.83% | 152 | -254,286 | -52.12% | Q4 2025 | Jan 12, 2026 |
| JDM Financial Group LLC | History | Added to | 228,459 | 22,932 | 8.9% | 4.57% | 153 | +120,280 | 111.19% | Q4 2025 | Feb 02, 2026 |
| Quantinno Capital Management LP | History | Reduced | 226,370 | 22,723 | 0.05% | 0.12% | 154 | -206,005 | -47.64% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 222,942 | 22,377 | 0.03% | 0.05% | 155 | -113,279 | -33.69% | Q4 2025 | Mar 09, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 218,567 | 21,939 | 3.78% | 5.8% | 156 | -96,212 | -30.56% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 216,088 | 21,758 | 0.07% | 0.07% | 157 | +2,685 | 1.26% | Q4 2025 | Feb 10, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 214,669 | 21,548 | 2.25% | 2.81% | 158 | -47,543 | -18.13% | Q4 2025 | Jan 29, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 214,492 | 21,530 | 1.7% | 2.42% | 159 | -47,003 | -17.97% | Q4 2025 | Feb 11, 2026 |
| Five Oceans Advisors | History | Reduced | 214,024 | 21,483 | 7.59% | 7.94% | 160 | -146 | -0.07% | Q4 2025 | Jan 16, 2026 |
| BROWN ADVISORY INC | History | Reduced | 212,802 | 21,361 | 0.03% | 0.03% | 161 | -15,079 | -6.62% | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 212,267 | 21,307 | 0.55% | 0.54% | 162 | +50,688 | 31.37% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Added to | 212,032 | 21,283 | 0.7% | 0.65% | 163 | +27,542 | 14.93% | Q4 2025 | Feb 03, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 211,654 | 21,245 | 0.09% | 0.15% | 164 | -149,440 | -41.39% | Q4 2025 | Feb 12, 2026 |
| Centric Wealth Management | History | Added to | 209,122 | 20,989 | 4.43% | 1.66% | 165 | +134,899 | 181.75% | Q4 2025 | Feb 04, 2026 |
| Valmark Advisers, Inc. | History | Added to | 208,610 | 20,940 | 0.26% | 0.2% | 166 | +54,666 | 35.51% | Q4 2025 | Jan 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 206,040 | 20,682 | 0.0% | — | 167 | +206,040 | New | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 205,827 | 20,660 | 0.14% | 0.16% | 168 | +13,907 | 7.25% | Q4 2025 | Feb 18, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 205,156 | 20,593 | 1.91% | 1.31% | 169 | +68,167 | 49.76% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 203,932 | 20,470 | 0.31% | 0.29% | 170 | +31,066 | 17.97% | Q4 2025 | Jan 13, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 203,137 | 20,390 | 8.03% | — | 171 | +203,137 | New | Q4 2025 | Jan 15, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 202,329 | 20,309 | 13.41% | — | 172 | +202,329 | New | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 202,218 | 20,298 | 0.07% | 0.07% | 173 | +5,305 | 2.69% | Q4 2025 | Feb 06, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 197,630 | 19,838 | 1.45% | 1.62% | 174 | -19,755 | -9.09% | Q4 2025 | Feb 10, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 197,243 | 19,799 | 1.02% | 0.97% | 175 | +8,278 | 4.38% | Q4 2025 | Jan 27, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 196,923 | 19,767 | 4.01% | 3.21% | 176 | +45,516 | 30.06% | Q4 2025 | Feb 03, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 195,872 | 19,661 | 0.4% | 0.44% | 177 | +7,275 | 3.86% | Q4 2025 | Feb 03, 2026 |
| Advisors Preferred, LLC | History | Added to | 194,760 | 19,555 | 3.18% | 2.63% | 178 | +17,190 | 9.68% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 194,506 | 19,524 | 0.08% | — | 179 | +194,506 | New | Q4 2025 | Feb 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | New | 190,372 | 19,109 | 0.46% | — | 180 | +190,372 | New | Q4 2025 | Feb 03, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 189,485 | 19,020 | 9.96% | 10.25% | 181 | +8,815 | 4.88% | Q4 2025 | Jan 16, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 189,249 | 18,996 | 3.08% | 2.99% | 182 | +19,481 | 11.48% | Q4 2025 | Feb 11, 2026 |
| Main Management LLC | History | Added to | 188,907 | 18,962 | 1.36% | 1.33% | 183 | +8,979 | 4.99% | Q4 2025 | Feb 10, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 187,693 | 18,840 | 0.24% | 0.19% | 184 | +40,625 | 27.62% | Q4 2025 | Feb 03, 2026 |
| Private Advisory Group LLC | History | Reduced | 186,119 | 18,682 | 1.46% | 2.38% | 185 | -101,707 | -35.34% | Q4 2025 | Jan 15, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 183,697 | 18,439 | 7.12% | 5.31% | 186 | +65,881 | 55.92% | Q4 2025 | Jan 21, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 183,023 | 18,371 | 4.29% | 4.02% | 187 | +19,888 | 12.19% | Q4 2025 | Feb 05, 2026 |
| Alpha Advisors, LLC/VA | History | Reduced | 182,140 | 18,283 | 14.1% | 13.85% | 188 | -925 | -0.51% | Q4 2025 | Feb 12, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Added to | 180,918 | 18,160 | 2.83% | 0.88% | 189 | +131,783 | 268.21% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 180,800 | 18,148 | 0.0% | 0.0% | 190 | +15,376 | 9.29% | Q4 2025 | Feb 12, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 179,629 | 18,031 | 2.31% | 2.02% | 191 | +44,405 | 32.84% | Q4 2025 | Feb 10, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 177,782 | 17,845 | 8.64% | 8.77% | 192 | +2,016 | 1.15% | Q4 2025 | Jan 14, 2026 |
| IFS Advisors, LLC | History | Reduced | 175,138 | 17,580 | 9.13% | 12.48% | 193 | -36,619 | -17.29% | Q4 2025 | Jan 09, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 171,211 | 17,201 | 3.87% | 4.31% | 194 | -534 | -0.31% | Q4 2025 | Jan 23, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 168,104 | 16,874 | 0.62% | 0.49% | 195 | -34,361 | -16.97% | Q4 2025 | Jan 27, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 167,373 | 16,800 | 3.17% | — | 196 | +167,373 | New | Q4 2025 | Jan 28, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 166,113 | 16,674 | 1.68% | 1.49% | 197 | +25,062 | 17.77% | Q4 2025 | Jan 20, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 166,080 | 16,671 | 12.53% | 12.71% | 198 | -1,605 | -0.96% | Q4 2025 | Jan 23, 2026 |
| ACR Alpine Capital Research, LLC | History | Added to | 162,305 | 16,321 | 0.25% | 0.17% | 199 | +66,305 | 69.07% | Q4 2025 | Feb 05, 2026 |
| Vigilare Wealth Management | History | Added to | 161,864 | 16,247 | 5.46% | 4.91% | 200 | +20,991 | 14.9% | Q4 2025 | Jan 07, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 161,464 | 16,207 | 2.24% | 1.3% | 201 | +76,907 | 90.95% | Q4 2025 | Jan 09, 2026 |
| Red Wave Investments LLC | History | Reduced | 160,041 | 16,064 | 4.78% | 4.97% | 202 | -959 | -0.6% | Q4 2025 | Feb 06, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 159,207 | 15,981 | 0.66% | 0.59% | 203 | +21,017 | 15.21% | Q4 2025 | Feb 09, 2026 |
| Vise Technologies, Inc. | History | Added to | 155,805 | 15,639 | 0.31% | 0.09% | 204 | +130,643 | 519.21% | Q4 2025 | Feb 11, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 154,165 | 15,475 | 2.8% | 2.01% | 205 | +48,289 | 45.61% | Q4 2025 | Jan 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 153,861 | 15,444 | 0.97% | 1.08% | 206 | -7,449 | -4.62% | Q4 2025 | Jan 21, 2026 |
| Sowell Financial Services LLC | History | Reduced | 153,734 | 15,431 | 0.57% | 0.67% | 207 | -19,512 | -11.26% | Q4 2025 | Jan 21, 2026 |
| Betterment LLC | History | Added to | 153,084 | 15,367 | 0.03% | 0.02% | 208 | +62,784 | 69.53% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 151,525 | 15,210 | 0.37% | 0.26% | 209 | +49,201 | 48.08% | Q4 2025 | Jan 28, 2026 |
| RMR Capital Management, LLC | History | Reduced | 151,279 | 15,185 | 10.93% | 11.81% | 210 | -16,600 | -9.89% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 150,672 | 15,124 | 4.27% | 3.7% | 211 | +24,798 | 19.7% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 148,046 | 14,860 | 0.18% | 0.14% | 212 | +41,335 | 38.74% | Q4 2025 | Jan 29, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 147,773 | 14,833 | 7.19% | 8.82% | 213 | -33,723 | -18.58% | Q4 2025 | Feb 13, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 145,519 | 14,607 | 5.68% | 5.47% | 214 | +8,752 | 6.4% | Q4 2025 | Jan 30, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 144,854 | 14,540 | 8.89% | 9.11% | 215 | +1,906 | 1.33% | Q4 2025 | Jan 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 144,050 | 14,459 | 0.21% | 0.25% | 216 | -16,196 | -10.11% | Q4 2025 | Feb 09, 2026 |
| Private Wealth Group, LLC | History | New | 143,709 | 14,425 | 6.92% | — | 217 | +143,709 | New | Q4 2025 | Jan 12, 2026 |
| Farnam Financial LLC | History | Added to | 137,728 | 13,825 | 10.4% | 10.35% | 218 | +5,441 | 4.11% | Q4 2025 | Jan 26, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 136,922 | 13,744 | 2.34% | 3.04% | 219 | -31,019 | -18.47% | Q4 2025 | Feb 02, 2026 |
| CENTRAL TRUST Co | History | Added to | 135,773 | 13,628 | 0.27% | 0.27% | 220 | +6,484 | 5.02% | Q4 2025 | Feb 02, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 134,051 | 13,456 | 0.0% | 0.0% | 221 | -17,120 | -11.32% | Q4 2025 | Feb 10, 2026 |
| Hilltop Holdings Inc. | History | Added to | 132,604 | 13,310 | 0.79% | 0.41% | 222 | +55,941 | 72.97% | Q4 2025 | Feb 17, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 130,484 | 13,097 | 6.74% | 7.02% | 223 | +6,964 | 5.64% | Q4 2025 | Feb 10, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 126,933 | 12,741 | 0.23% | 0.2% | 224 | +13,467 | 11.87% | Q4 2025 | Feb 12, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 126,450 | 12,693 | 1.91% | 2.42% | 225 | -28,564 | -18.43% | Q4 2025 | Jan 08, 2026 |
| SouthState Bank Corp | History | Reduced | 126,171 | 12,665 | 0.57% | 0.97% | 226 | -82,530 | -39.54% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 122,553 | 12,301 | 0.14% | 0.13% | 227 | +15,568 | 14.55% | Q4 2025 | Jan 20, 2026 |
| Silver Lake Advisory, LLC | History | Added to | 122,392 | 12,285 | 4.76% | 4.56% | 228 | +8,592 | 7.55% | Q4 2025 | Jan 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 122,307 | 12,277 | 0.04% | 0.06% | 229 | -8,218 | -6.3% | Q4 2025 | Feb 18, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 121,034 | 12,149 | 7.23% | 6.63% | 230 | +22,536 | 22.88% | Q4 2025 | Feb 04, 2026 |
| RD Finance Ltd | History | Reduced | 121,000 | 12,146 | 12.28% | 36.13% | 231 | -214,000 | -63.88% | Q4 2025 | Feb 03, 2026 |
| Baird Financial Group, Inc. | History | Added to | 117,043 | 11,748 | 0.02% | 0.01% | 232 | +79,570 | 212.34% | Q4 2025 | Feb 13, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 113,886 | 11,431 | 1.03% | 0.42% | 233 | +68,682 | 151.94% | Q4 2025 | Feb 12, 2026 |
| Marest Capital, LLC | History | Added to | 113,815 | 11,424 | 6.39% | 5.53% | 234 | +23,514 | 26.04% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 113,417 | 11,384 | 0.78% | 1.06% | 235 | -17,839 | -13.59% | Q4 2025 | Feb 03, 2026 |
| Code Waechter LLC | History | Reduced | 110,190 | 11,060 | 7.1% | 7.9% | 236 | -10,237 | -8.5% | Q4 2025 | Jan 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 110,063 | 11,048 | 0.51% | 0.44% | 237 | +16,627 | 17.8% | Q4 2025 | Feb 13, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 108,788 | 10,920 | 3.05% | 3.96% | 238 | -21,991 | -16.82% | Q4 2025 | Jan 28, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 108,095 | 10,850 | 0.03% | 0.04% | 239 | -12,184 | -10.13% | Q4 2025 | Feb 13, 2026 |
| WINNOW WEALTH LLC | History | New | 107,026 | 10,809 | 7.98% | — | 240 | +107,026 | New | Q4 2025 | Feb 11, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 106,307 | 10,671 | 2.96% | 2.98% | 241 | +3,002 | 2.91% | Q4 2025 | Jan 23, 2026 |
| COURIER CAPITAL LLC | History | Added to | 106,271 | 10,667 | 0.6% | 0.41% | 242 | +34,620 | 48.32% | Q4 2025 | Jan 29, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 105,614 | 10,601 | 2.43% | 2.29% | 243 | +12,636 | 13.59% | Q4 2025 | Feb 05, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 104,705 | 10,510 | 0.2% | 0.31% | 244 | -23,307 | -18.21% | Q4 2025 | Feb 13, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 104,633 | 10,503 | 1.26% | 1.22% | 245 | +6,655 | 6.79% | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 103,679 | 10,407 | 0.02% | 0.02% | 246 | +13,939 | 15.53% | Q4 2025 | Feb 11, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 103,028 | 10,341 | 3.57% | 2.36% | 247 | +43,649 | 73.51% | Q4 2025 | Jan 08, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 102,259 | 10,265 | 0.46% | 0.36% | 248 | +30,360 | 42.23% | Q4 2025 | Feb 10, 2026 |
| Stonekeep Investments, LLC | History | Reduced | 101,913 | 10,230 | 6.54% | 6.85% | 249 | -5,480 | -5.1% | Q4 2025 | Jan 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 100,044 | 10,042 | 0.07% | 0.05% | 250 | +38,236 | 61.86% | Q4 2025 | Feb 17, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 99,788 | 10,016 | 1.72% | 1.52% | 251 | +12,373 | 14.15% | Q4 2025 | Jan 26, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 99,662 | 10,004 | 0.26% | 0.32% | 252 | -6,568 | -6.18% | Q4 2025 | Feb 02, 2026 |
| NATIXIS | History | No change | 99,500 | 9,986 | 0.04% | 0.05% | 253 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Reduced | 99,049 | 9,942 | 0.48% | 0.45% | 254 | -8,914 | -8.26% | Q4 2025 | Jan 27, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | Reduced | 98,433 | 9,880 | 2.43% | 3.25% | 255 | -33,266 | -25.26% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 98,260 | 9,863 | 0.1% | 0.11% | 256 | -6,663 | -6.35% | Q4 2025 | Feb 13, 2026 |
| Strait & Sound Wealth Management LLC | History | Reduced | 98,017 | 9,838 | 3.66% | 4.41% | 257 | -16,010 | -14.04% | Q4 2025 | Feb 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 97,257 | 9,762 | 0.02% | 0.02% | 258 | -16,563 | -14.55% | Q4 2025 | Feb 05, 2026 |
| TRUST CO OF VERMONT | History | Added to | 96,589 | 9,695 | 0.4% | 0.37% | 259 | +11,584 | 13.63% | Q4 2025 | Jan 16, 2026 |
| Anson Capital, Inc. | History | Reduced | 96,334 | 9,670 | 7.04% | 7.32% | 260 | -586 | -0.6% | Q4 2025 | Feb 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 96,282 | 9,664 | 0.07% | 0.07% | 261 | +5,095 | 5.59% | Q4 2025 | Feb 12, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 95,332 | 9,569 | 3.76% | 4.84% | 262 | -24,299 | -20.31% | Q4 2025 | Feb 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 95,277 | 9,563 | 0.0% | 0.0% | 263 | +7,097 | 8.05% | Q4 2025 | Feb 12, 2026 |
| Bull Oak Capital, LLC | History | Added to | 94,437 | 9,479 | 3.87% | 3.56% | 264 | +11,253 | 13.53% | Q4 2025 | Feb 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 91,785 | 9,213 | 0.08% | 0.06% | 265 | +12,039 | 15.1% | Q4 2025 | Jan 05, 2026 |
| Trajan Wealth LLC | History | Added to | 91,506 | 9,185 | 0.38% | 0.33% | 266 | +14,807 | 19.31% | Q4 2025 | Feb 06, 2026 |
| MidFirst Bank | History | New | 91,027 | 9,137 | 0.73% | — | 267 | +91,027 | New | Q4 2025 | Feb 25, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | Added to | 90,910 | 9,125 | 3.28% | 3.17% | 268 | +1,550 | 1.73% | Q4 2025 | Jan 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 90,886 | 9,123 | 0.01% | 0.01% | 269 | -3,209 | -3.41% | Q4 2025 | Jan 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 90,500 | 9,084 | 0.33% | 0.54% | 270 | -22,566 | -19.96% | Q4 2025 | Feb 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 89,783 | 9,012 | 0.12% | 0.08% | 271 | +38,506 | 75.09% | Q4 2025 | Feb 10, 2026 |
| Farrow Financial, Inc. | History | Added to | 88,310 | 8,864 | 5.09% | 4.85% | 272 | +5,296 | 6.38% | Q4 2025 | Jan 27, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 87,651 | 8,798 | 1.9% | 2.21% | 273 | -12,117 | -12.15% | Q4 2025 | Feb 05, 2026 |
| TT Capital Management LLC | History | Reduced | 87,014 | 8,734 | 6.96% | 10.22% | 274 | -45,843 | -34.51% | Q4 2025 | Feb 11, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 86,470 | 8,679 | 3.21% | 2.09% | 275 | +31,575 | 57.52% | Q4 2025 | Feb 17, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 86,209 | 8,653 | 0.73% | 1.18% | 276 | -71,415 | -45.31% | Q4 2025 | Jan 27, 2026 |
| VanWeelden Wealth Management, LLC | History | Added to | 85,190 | 8,551 | 6.72% | 5.94% | 277 | +13,463 | 18.77% | Q4 2025 | Feb 02, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 85,185 | 8,550 | 1.83% | 1.9% | 278 | -290 | -0.34% | Q4 2025 | Feb 04, 2026 |
| Slow Capital, Inc. | History | Reduced | 84,944 | 8,526 | 1.02% | 1.43% | 279 | -35,922 | -29.72% | Q4 2025 | Jan 26, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 84,454 | 8,477 | 5.53% | — | 280 | +84,454 | New | Q4 2025 | Apr 02, 2026 |
| Portland Global Advisors LLC | History | Added to | 84,397 | 8,471 | 0.91% | 0.65% | 281 | +26,711 | 46.3% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 84,339 | 8,465 | 0.0% | 0.0% | 282 | +811 | 0.97% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 83,960 | 8,427 | 0.43% | 0.42% | 283 | +15,636 | 22.89% | Q4 2025 | Feb 10, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 83,392 | 8,370 | 1.86% | 1.08% | 284 | +39,390 | 89.52% | Q4 2025 | Jan 09, 2026 |
| JMAC ENTERPRISES LLC | History | Reduced | 83,336 | 8,365 | 1.6% | 1.71% | 285 | -2,514 | -2.93% | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 83,235 | 8,355 | 0.11% | 0.11% | 286 | -2,956 | -3.43% | Q4 2025 | Feb 09, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 83,175 | 8,349 | 2.65% | 0.0% | 287 | +83,031 | 57660.42% | Q4 2025 | Jan 28, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 82,948 | 8,326 | 3.61% | 3.41% | 288 | +6,163 | 8.03% | Q4 2025 | Feb 09, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 82,590 | 8,290 | 1.51% | 1.48% | 289 | +4,453 | 5.7% | Q4 2025 | Feb 09, 2026 |
| Carnegie Investment Counsel | History | Added to | 82,399 | 8,271 | 0.15% | 0.15% | 290 | +2,385 | 2.98% | Q4 2025 | Jan 23, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 82,357 | 8,266 | 0.67% | 0.61% | 291 | +12,546 | 17.97% | Q4 2025 | Jan 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 81,271 | 8,158 | 0.39% | 0.02% | 292 | +78,884 | 3304.73% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 80,741 | 8,104 | 0.11% | 0.0% | 293 | +78,354 | 3282.53% | Q4 2025 | Feb 06, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 80,008 | 8,031 | 9.7% | 10.08% | 294 | -3,780 | -4.51% | Q4 2025 | Feb 17, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 79,931 | 8,023 | 0.69% | 0.87% | 295 | -15,885 | -16.58% | Q4 2025 | Jan 05, 2026 |
| Emprise Bank | History | Reduced | 78,863 | 7,916 | 3.29% | 3.87% | 296 | -10,171 | -11.42% | Q4 2025 | Jan 28, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 78,501 | 7,879 | 2.25% | 2.36% | 297 | -31 | -0.04% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 77,988 | 7,828 | 0.46% | 0.46% | 298 | +11,439 | 17.19% | Q4 2025 | Feb 10, 2026 |
| Koa Wealth Management, LLC | History | Added to | 77,798 | 7,809 | 5.36% | 4.58% | 299 | +16,525 | 26.97% | Q4 2025 | Jan 29, 2026 |
| Invariant Investment Management | History | New | 76,942 | 7,730 | 4.95% | — | 300 | +76,942 | New | Q4 2025 | Jan 26, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 76,104 | 7,604 | 0.18% | 0.17% | 301 | -9,998 | -11.61% | Q4 2025 | Feb 11, 2026 |
| Malaga Cove Capital, LLC | History | Reduced | 74,847 | 7,513 | 2.6% | 2.77% | 302 | -893 | -1.18% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Reduced | 74,233 | 7,441 | 0.04% | 0.08% | 303 | -46,081 | -38.3% | Q4 2025 | Feb 17, 2026 |
| Cypress Capital, LLC | History | Added to | 74,044 | 7,432 | 2.08% | 2.07% | 304 | +2,350 | 3.28% | Q4 2025 | Feb 06, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Reduced | 73,920 | 7,420 | 4.33% | 4.53% | 305 | -3,679 | -4.74% | Q4 2025 | Feb 03, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 73,088 | 7,336 | 0.07% | 0.01% | 306 | +67,238 | 1149.37% | Q4 2025 | Feb 05, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 73,064 | 7,334 | 0.27% | 0.21% | 307 | +40,653 | 125.43% | Q4 2025 | Feb 04, 2026 |
| J2 Capital Management Inc | History | Added to | 72,768 | 7,304 | 5.33% | 5.02% | 308 | +6,502 | 9.81% | Q4 2025 | Jan 20, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 72,693 | 7,296 | 1.49% | 1.49% | 309 | +2,323 | 3.3% | Q4 2025 | Jan 15, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 72,188 | 7,246 | 0.91% | 0.68% | 310 | +21,061 | 41.19% | Q4 2025 | Feb 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 71,577 | 7,184 | 0.27% | 0.29% | 311 | -6,848 | -8.73% | Q4 2025 | Feb 04, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 71,447 | 7,171 | 1.0% | 0.8% | 312 | +14,162 | 24.72% | Q4 2025 | Jan 26, 2026 |
| Atria Investments, Inc | History | Added to | 71,182 | 7,145 | 0.08% | 0.06% | 313 | +22,653 | 46.68% | Q4 2025 | Feb 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 70,946 | 7,130 | 0.33% | 0.45% | 314 | -6,193 | -8.03% | Q4 2025 | Feb 03, 2026 |
| Vienna Asset Management LLC | History | New | 71,025 | 7,129 | 4.05% | — | 315 | +71,025 | New | Q4 2025 | Feb 13, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 70,492 | 7,075 | 3.01% | 3.4% | 316 | -7,899 | -10.08% | Q4 2025 | Jan 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 70,473 | 7,074 | 0.79% | 0.87% | 317 | -4,352 | -5.82% | Q4 2025 | Jan 08, 2026 |
| Strategic Advisors LLC | History | Reduced | 70,233 | 7,050 | 1.1% | 1.3% | 318 | -10,184 | -12.66% | Q4 2025 | Feb 10, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 68,367 | 6,862 | 0.09% | 0.09% | 319 | -1,895 | -2.7% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 68,193 | 6,845 | 0.33% | 0.09% | 320 | +53,870 | 376.11% | Q4 2025 | Jan 28, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 67,647 | 6,790 | 0.3% | 0.33% | 321 | -4,762 | -6.58% | Q4 2025 | Jan 29, 2026 |
| SVRN Asset Management, LLC | History | New | 67,575 | 6,783 | 5.59% | — | 322 | +67,575 | New | Q4 2025 | Feb 13, 2026 |
| REBALANCE, LLC | History | Reduced | 67,334 | 6,758 | 0.39% | 0.53% | 323 | -19,767 | -22.69% | Q4 2025 | Jan 15, 2026 |
| Aries Wealth Management | History | New | 66,450 | 6,670 | 1.48% | — | 324 | +66,450 | New | Q4 2025 | Jan 30, 2026 |
| Horizon Investments, LLC | History | Added to | 65,555 | 6,580 | 0.08% | 0.07% | 325 | +10,242 | 18.52% | Q4 2025 | Feb 02, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 65,349 | 6,559 | 1.6% | 1.44% | 326 | +13,069 | 25.0% | Q4 2025 | Jan 29, 2026 |
| VestGen Investment Management | History | Added to | 65,165 | 6,541 | 3.63% | 3.92% | 327 | +333 | 0.51% | Q4 2025 | Feb 18, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 64,521 | 6,476 | 0.17% | 0.17% | 328 | +2,309 | 3.71% | Q4 2025 | Jan 28, 2026 |
| NDVR, Inc. | History | Added to | 63,694 | 6,393 | 5.3% | 4.97% | 329 | +4,477 | 7.56% | Q4 2025 | Feb 12, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 63,489 | 6,373 | 0.23% | 0.21% | 330 | +7,615 | 13.63% | Q4 2025 | Jan 07, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 63,406 | 6,364 | 5.2% | 4.89% | 331 | +5,782 | 10.03% | Q4 2025 | Feb 03, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 63,065 | 6,330 | 0.15% | 0.15% | 332 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Congress Park Capital LLC | History | New | 62,903 | 6,314 | 1.89% | — | 333 | +62,903 | New | Q4 2025 | Jan 14, 2026 |
| Sigma Planning Corp | History | Added to | 62,820 | 6,305 | 0.17% | 0.18% | 334 | +791 | 1.28% | Q4 2025 | Jan 30, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Reduced | 62,761 | 6,299 | 3.71% | 4.4% | 335 | -8,460 | -11.88% | Q4 2025 | Jan 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 61,877 | 6,211 | 0.21% | 0.21% | 336 | +3,245 | 5.53% | Q4 2025 | Jan 14, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 60,927 | 6,115 | 0.66% | 0.41% | 337 | +24,545 | 67.46% | Q4 2025 | Jan 28, 2026 |
| Zhang Financial LLC | History | Added to | 60,918 | 6,114 | 0.23% | 0.03% | 338 | +52,593 | 631.75% | Q4 2025 | Feb 10, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 60,824 | 6,105 | 3.44% | 3.84% | 339 | -4,406 | -6.75% | Q4 2025 | Jan 30, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 59,829 | 6,005 | 5.52% | — | 340 | +59,829 | New | Q4 2025 | Feb 13, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 59,443 | 5,966 | 1.13% | 0.61% | 341 | +26,663 | 81.34% | Q4 2025 | Jan 21, 2026 |
| Greenspring Advisors, LLC | History | Added to | 58,767 | 5,899 | 0.36% | 0.55% | 342 | +27,727 | 89.33% | Q4 2025 | Feb 10, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 58,612 | 5,883 | 1.18% | 1.27% | 343 | -1,717 | -2.85% | Q4 2025 | Feb 11, 2026 |
| Night Owl Capital Management, LLC | History | Reduced | 58,124 | 5,834 | 0.64% | 0.66% | 344 | -1,817 | -3.03% | Q4 2025 | Feb 13, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 57,417 | 5,763 | 0.43% | 0.64% | 345 | -24,889 | -30.24% | Q4 2025 | Jan 16, 2026 |
| Curi Capital, LLC | History | Added to | 57,013 | 5,722 | 0.1% | 0.1% | 346 | +1,168 | 2.09% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Added to | 56,947 | 5,716 | 0.27% | 0.24% | 347 | +11,724 | 25.92% | Q4 2025 | Jan 26, 2026 |
| Integrated Advisors Network LLC | History | Added to | 56,833 | 5,704 | 0.25% | 0.18% | 348 | +14,653 | 34.74% | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Added to | 56,038 | 5,625 | 0.16% | 0.02% | 349 | +48,503 | 643.7% | Q4 2025 | Feb 19, 2026 |
| Faithward Advisors, LLC | History | Reduced | 55,940 | 5,615 | 0.82% | 1.03% | 350 | -12,859 | -18.69% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Management, LLC | History | Reduced | 55,266 | 5,547 | 2.98% | 4.97% | 351 | -25,113 | -31.24% | Q4 2025 | Jan 12, 2026 |
| IFP Advisors, Inc | History | Added to | 55,241 | 5,545 | 0.12% | 0.08% | 352 | +24,050 | 77.11% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 55,220 | 5,543 | 0.01% | 0.01% | 353 | +18,337 | 49.72% | Q4 2025 | Jan 23, 2026 |
| Sonoma Allocations LLC | History | Added to | 55,215 | 5,542 | 1.84% | 0.53% | 354 | +40,683 | 279.95% | Q4 2025 | Feb 23, 2026 |
| ADE, LLC | History | Reduced | 54,982 | 5,519 | 2.67% | 2.82% | 355 | -360 | -0.65% | Q4 2025 | Feb 10, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 54,700 | 5,490 | 1.55% | 1.45% | 356 | +6,673 | 13.89% | Q4 2025 | Feb 02, 2026 |
| SVB WEALTH LLC | History | Reduced | 54,577 | 5,478 | 0.32% | 0.4% | 357 | -20,048 | -26.86% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Planning, LLC | History | New | 233,438 | 5,470 | 1.27% | — | 358 | +233,438 | New | Q4 2025 | Mar 17, 2026 |
| Sound Financial Strategies Group, LLC | History | Reduced | 54,465 | 5,467 | 3.86% | 4.38% | 359 | -5,146 | -8.63% | Q4 2025 | Feb 03, 2026 |
| Baring Financial LLC | History | Added to | 54,225 | 5,443 | 3.31% | 3.09% | 360 | +9,171 | 20.36% | Q4 2025 | Jan 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 53,896 | 5,410 | 0.37% | 0.3% | 361 | +12,334 | 29.68% | Q4 2025 | Jan 08, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 53,298 | 5,350 | 1.01% | 1.73% | 362 | -35,665 | -40.09% | Q4 2025 | Jan 30, 2026 |
| Arax Advisory Partners | History | New | 53,091 | 5,329 | 0.16% | — | 363 | +53,091 | New | Q4 2025 | Feb 13, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 52,943 | 5,314 | 0.97% | 2.46% | 364 | -75,482 | -58.78% | Q4 2025 | Feb 05, 2026 |
| Encompass More Asset Management | History | Added to | 52,401 | 5,259 | 0.97% | 0.87% | 365 | +7,366 | 16.36% | Q4 2025 | Feb 03, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 52,155 | 5,235 | 2.76% | — | 366 | +52,155 | New | Q4 2025 | Feb 23, 2026 |
| Astra Wealth Partners LLC | History | New | 51,984 | 5,218 | 3.07% | — | 367 | +51,984 | New | Q4 2025 | Feb 02, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 51,942 | 5,213 | 0.29% | 0.1% | 368 | +36,284 | 231.73% | Q4 2025 | Feb 04, 2026 |
| StoneX Group Inc. | History | Reduced | 51,899 | 5,209 | 0.23% | 0.25% | 369 | -4,099 | -7.32% | Q4 2025 | Feb 12, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Reduced | 51,842 | 5,203 | 3.63% | 9.18% | 370 | -67,202 | -56.45% | Q4 2025 | Jan 27, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 51,579 | 5,177 | 1.21% | 1.46% | 371 | -8,459 | -14.09% | Q4 2025 | Feb 10, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 51,409 | 5,160 | 3.28% | 2.76% | 372 | +10,537 | 25.78% | Q4 2025 | Feb 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 51,334 | 5,152 | 0.06% | 0.2% | 373 | -66,034 | -56.26% | Q4 2025 | Jan 29, 2026 |
| Integris Wealth Management, LLC | History | Added to | 51,046 | 5,123 | 1.17% | 0.67% | 374 | +23,633 | 86.21% | Q4 2025 | Jan 21, 2026 |
| Prospera Financial Services Inc | History | Added to | 50,374 | 5,056 | 0.08% | 0.04% | 375 | +24,196 | 92.43% | Q4 2025 | Feb 09, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 50,284 | 5,047 | 0.69% | 1.29% | 376 | -39,726 | -44.14% | Q4 2025 | Jan 21, 2026 |
| COWA, LLC | History | Added to | 50,103 | 5,044 | 1.53% | 1.31% | 377 | +10,908 | 27.83% | Q4 2025 | Feb 12, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 50,207 | 5,039 | 0.57% | 0.45% | 378 | +10,835 | 27.52% | Q4 2025 | Jan 22, 2026 |
| Clayton Partners LLC | History | Reduced | 48,115 | 4,829 | 3.49% | 3.73% | 379 | -673 | -1.38% | Q4 2025 | Feb 17, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 47,837 | 4,801 | 1.1% | 0.7% | 380 | +19,047 | 66.16% | Q4 2025 | Jan 28, 2026 |
| Core Wealth Partners LLC | History | Reduced | 47,801 | 4,798 | 2.16% | 2.45% | 381 | -5,219 | -9.84% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 47,706 | 4,788 | 0.36% | 0.34% | 382 | +4,028 | 9.22% | Q4 2025 | Jan 29, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 47,260 | 4,744 | 0.5% | 0.5% | 383 | +2,495 | 5.57% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 46,944 | 4,712 | 0.12% | 0.12% | 384 | +2,000 | 4.45% | Q4 2025 | Feb 09, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 46,718 | 4,703 | 0.79% | 0.96% | 385 | -8,696 | -15.69% | Q4 2025 | Feb 06, 2026 |
| Americana Partners, LLC | History | Reduced | 46,075 | 4,625 | 0.13% | 0.14% | 386 | -824 | -1.76% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 46,028 | 4,620 | 0.07% | 0.02% | 387 | +27,900 | 153.91% | Q4 2025 | Feb 02, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 45,470 | 4,564 | 0.05% | 0.06% | 388 | -25,305 | -35.75% | Q4 2025 | Feb 13, 2026 |
| Marion Wealth Management | History | Reduced | 45,258 | 4,553 | 1.01% | 1.09% | 389 | -208 | -0.46% | Q4 2025 | Jan 26, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 44,813 | 4,498 | 0.57% | 0.66% | 390 | -2,910 | -6.1% | Q4 2025 | Feb 03, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 44,802 | 4,497 | 0.16% | 1.5% | 391 | -346,022 | -88.54% | Q4 2025 | Jan 27, 2026 |
| Cove Private Wealth, LLC | History | Reduced | 44,600 | 4,476 | 1.33% | 1.68% | 392 | -8,100 | -15.37% | Q4 2025 | Jan 23, 2026 |
| Enhancing Capital LLC | History | No change | 44,476 | 4,464 | 3.19% | 3.28% | 393 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 44,450 | 4,461 | 4.53% | — | 394 | +44,450 | New | Q4 2025 | Jan 21, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 44,203 | 4,437 | 1.58% | 2.05% | 395 | -12,372 | -21.87% | Q4 2025 | Jan 23, 2026 |
| CORNERSTONE ENTERPRISES, LLC | History | Reduced | 44,085 | 4,425 | 2.12% | 8.33% | 396 | -124,054 | -73.78% | Q4 2025 | Jan 28, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 43,874 | 4,404 | 3.89% | — | 397 | +43,874 | New | Q4 2025 | Feb 17, 2026 |
| HEADINVEST, LLC | History | Added to | 43,769 | 4,393 | 0.87% | 0.85% | 398 | +2,961 | 7.26% | Q4 2025 | Feb 02, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 43,403 | 4,358 | 0.79% | 0.76% | 399 | +3,684 | 9.28% | Q4 2025 | Feb 05, 2026 |
| MASECO LLP | History | Reduced | 43,401 | 4,356 | 0.19% | 0.24% | 400 | -5,230 | -10.75% | Q4 2025 | Jan 22, 2026 |
| COMERICA BANK | History | Reduced | 43,394 | 4,355 | 0.02% | 0.02% | 401 | -10,058 | -18.82% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | Added to | 43,285 | 4,344 | 0.15% | 0.0% | 402 | +42,129 | 3644.38% | Q4 2025 | Jan 14, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Reduced | 42,718 | 4,330 | 3.45% | 3.5% | 403 | -580 | -1.34% | Q4 2025 | Feb 12, 2026 |
| Watchman Group, Inc. | History | Reduced | 42,980 | 4,314 | 1.03% | 1.26% | 404 | -8,899 | -17.15% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | Reduced | 42,908 | 4,307 | 0.06% | 0.12% | 405 | -41,321 | -49.06% | Q4 2025 | Feb 12, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 42,564 | 4,286 | 0.57% | 0.25% | 406 | +24,430 | 134.72% | Q4 2025 | Jan 21, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 42,226 | 4,238 | 1.71% | 1.56% | 407 | +4,611 | 12.26% | Q4 2025 | Jan 20, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 42,116 | 4,227 | 0.01% | 0.01% | 408 | +905 | 2.2% | Q4 2025 | Feb 10, 2026 |
| Sulzberger Capital Advisors, Inc. | History | New | 41,805 | 4,196 | 4.24% | — | 409 | +41,805 | New | Q4 2025 | Jan 07, 2026 |
| Leicht Financial Planning & Wealth Management, Inc. | History | Added to | 41,617 | 4,177 | 1.87% | 1.43% | 410 | +10,048 | 31.83% | Q4 2025 | Feb 04, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 40,833 | 4,104 | 0.46% | 0.39% | 411 | +7,957 | 24.2% | Q4 2025 | Feb 13, 2026 |
| First Pacific Advisors, LP | History | Added to | 40,837 | 4,099 | 0.05% | 0.05% | 412 | +4,265 | 11.66% | Q4 2025 | Feb 17, 2026 |
| Trailhead Planners LLC | History | New | 40,645 | 4,079 | 4.01% | — | 413 | +40,645 | New | Q4 2025 | Feb 12, 2026 |
| Kastel Capital Advisors, LLC | History | New | 40,313 | 4,046 | 2.48% | — | 414 | +40,313 | New | Q4 2025 | Feb 18, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Added to | 40,000 | 4,015 | 1.92% | 0.81% | 415 | +22,000 | 122.22% | Q4 2025 | Feb 03, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 39,882 | 4,003 | 0.24% | 0.18% | 416 | -1,120 | -2.73% | Q4 2025 | Jan 30, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 39,405 | 3,955 | 0.13% | 0.07% | 417 | +19,368 | 96.66% | Q4 2025 | Feb 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 39,303 | 3,945 | 0.03% | — | 418 | +39,303 | New | Q4 2025 | Feb 17, 2026 |
| Chatterton & Associates Inc. | History | New | 39,296 | 3,944 | 3.38% | — | 419 | +39,296 | New | Q4 2025 | Jan 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 39,140 | 3,928 | 0.03% | 0.03% | 420 | +3,002 | 8.31% | Q4 2025 | Jan 26, 2026 |
| Waterfront Wealth Inc. | History | Added to | 38,728 | 3,896 | 0.74% | 0.61% | 421 | +6,396 | 19.78% | Q4 2025 | Jan 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 38,740 | 3,888 | 0.05% | 0.1% | 422 | -40,100 | -50.86% | Q4 2025 | Jan 21, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 38,396 | 3,854 | 0.83% | 0.94% | 423 | +1,165 | 3.13% | Q4 2025 | Feb 09, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 38,330 | 3,847 | 1.95% | 1.83% | 424 | +3,863 | 11.21% | Q4 2025 | Jan 23, 2026 |
| Tactive Advisors, LLC | History | Reduced | 38,233 | 3,837 | 1.12% | 1.6% | 425 | -18,065 | -32.09% | Q4 2025 | Jan 09, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 37,835 | 3,797 | 3.17% | 3.54% | 426 | -4,928 | -11.52% | Q4 2025 | Jan 23, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 37,535 | 3,767 | 0.27% | — | 427 | +37,535 | New | Q4 2025 | Jan 21, 2026 |
| Brooklyn Investment Group | History | New | 37,233 | 3,736 | 0.17% | — | 428 | +37,233 | New | Q4 2025 | Feb 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 37,189 | 3,733 | 0.24% | 0.13% | 429 | +18,211 | 95.96% | Q4 2025 | Jan 20, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 36,580 | 3,671 | 2.4% | 2.28% | 430 | +2,328 | 6.8% | Q4 2025 | Jan 13, 2026 |
| Hollow Brook Wealth Management LLC | History | Reduced | 36,482 | 3,662 | 0.95% | 1.14% | 431 | -11,539 | -24.03% | Q4 2025 | Feb 17, 2026 |
| ESG Planning DBA Harper Investing | History | Reduced | 36,442 | 3,658 | 1.57% | 2.21% | 432 | -9,592 | -20.84% | Q4 2025 | Feb 04, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 36,167 | 3,630 | 0.29% | 0.26% | 433 | +7,678 | 26.95% | Q4 2025 | Jan 13, 2026 |
| Spectrum Strategic Capital Management, LLC | History | New | 35,857 | 3,599 | 1.91% | — | 434 | +35,857 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 35,733 | 3,586 | 0.06% | 0.08% | 435 | +306 | 0.86% | Q4 2025 | Feb 06, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 35,656 | 3,579 | 2.51% | 2.5% | 436 | +1,374 | 4.01% | Q4 2025 | Feb 17, 2026 |
| ORG Wealth Partners, LLC | History | Reduced | 35,589 | 3,575 | 0.84% | 0.89% | 437 | -5,961 | -14.35% | Q4 2025 | Jan 14, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | History | New | 35,497 | 3,563 | 2.82% | — | 438 | +35,497 | New | Q4 2025 | Feb 17, 2026 |
| Panoramic Capital Partners, LLC | History | Reduced | 35,482 | 3,561 | 2.18% | 2.49% | 439 | -3,034 | -7.88% | Q4 2025 | Jan 07, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 35,392 | 3,552 | 0.13% | 0.09% | 440 | +12,435 | 54.17% | Q4 2025 | Feb 02, 2026 |
| Daybright Advisory Services, Inc. | History | New | 35,287 | 3,542 | 0.94% | — | 441 | +35,287 | New | Q4 2025 | Feb 12, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 35,061 | 3,519 | 1.82% | 2.13% | 442 | -5,143 | -12.79% | Q4 2025 | Jan 29, 2026 |
| Archer Investment Corp | History | Reduced | 34,766 | 3,489 | 0.79% | 0.91% | 443 | -5,116 | -12.83% | Q4 2025 | Jan 30, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 34,663 | 3,487 | 2.18% | 4.23% | 444 | -31,807 | -47.85% | Q4 2025 | Jan 28, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 34,220 | 3,435 | 0.18% | 0.21% | 445 | -1,320 | -3.71% | Q4 2025 | Jan 23, 2026 |
| Drake & Associates, LLC | History | Added to | 33,511 | 3,363 | 0.67% | 0.65% | 446 | +2,439 | 7.85% | Q4 2025 | Feb 23, 2026 |
| Asset One Wealth Management LLC | History | New | 33,493 | 3,361 | 0.46% | — | 447 | +33,493 | New | Q4 2025 | Feb 17, 2026 |
| Values First Advisors, Inc. | History | Added to | 33,355 | 3,348 | 1.74% | 1.71% | 448 | +1,609 | 5.07% | Q4 2025 | Jan 30, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 33,239 | 3,342 | 0.11% | 0.06% | 449 | +14,720 | 79.49% | Q4 2025 | Jan 23, 2026 |
| Golden State Equity Partners | History | Added to | 33,056 | 3,318 | 0.54% | 0.51% | 450 | +3,103 | 10.36% | Q4 2025 | Jan 29, 2026 |
| BEACON FINANCIAL GROUP | History | New | 32,961 | 3,308 | 0.33% | — | 451 | +32,961 | New | Q4 2025 | Apr 01, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 32,771 | 3,289 | 1.19% | 2.14% | 452 | -25,956 | -44.2% | Q4 2025 | Jan 13, 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC | History | Reduced | 32,572 | 3,269 | 1.65% | 1.79% | 453 | -2,289 | -6.57% | Q4 2025 | Feb 06, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 32,549 | 3,267 | 0.2% | 0.21% | 454 | +714 | 2.24% | Q4 2025 | Jan 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 32,191 | 3,231 | 0.15% | 0.2% | 455 | -11,187 | -25.79% | Q4 2025 | Feb 17, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 32,059 | 3,218 | 0.65% | 0.61% | 456 | +2,254 | 7.56% | Q4 2025 | Jan 07, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 31,793 | 3,191 | 2.27% | — | 457 | +31,793 | New | Q4 2025 | Jan 26, 2026 |
| Purpose Unlimited Inc. | History | New | 31,793 | 3,191 | 0.15% | — | 458 | +31,793 | New | Q4 2025 | Mar 20, 2026 |
| Nilsine Partners, LLC | History | Added to | 31,709 | 3,182 | 0.28% | 0.22% | 459 | +7,502 | 30.99% | Q4 2025 | Jan 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 31,551 | 3,167 | 0.06% | 0.04% | 460 | +10,577 | 50.43% | Q4 2025 | Feb 12, 2026 |
| Everstar Asset Management, LLC | History | Added to | 33,486 | 3,149 | 1.69% | 1.57% | 461 | +6,057 | 22.08% | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO | History | New | 30,979 | 3,111 | 0.03% | — | 462 | +30,979 | New | Q4 2025 | Jan 26, 2026 |
| Successful Portfolios LLC | History | Added to | 30,500 | 3,064 | 1.56% | 1.45% | 463 | +5,781 | 23.39% | Q4 2025 | Jan 23, 2026 |
| Tidal Investments LLC | History | New | 30,214 | 3,032 | 0.01% | — | 464 | +30,214 | New | Q4 2025 | Feb 13, 2026 |
| Inspire Advisors, LLC | History | Added to | 30,033 | 3,014 | 0.28% | 0.08% | 465 | +22,087 | 277.96% | Q4 2025 | Feb 13, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 11,649 | 3,014 | 1.8% | 1.78% | 466 | -11,268 | -49.17% | Q4 2025 | Jan 13, 2026 |
| Scott & Selber, Inc. | History | Added to | 29,950 | 3,006 | 0.75% | 0.74% | 467 | +1,241 | 4.32% | Q4 2025 | Jan 09, 2026 |
| Fiduciary Alliance LLC | History | Added to | 29,742 | 2,985 | 0.2% | 0.11% | 468 | +13,865 | 87.33% | Q4 2025 | Jan 22, 2026 |
| WESBANCO BANK INC | History | Reduced | 29,473 | 2,958 | 0.08% | 0.1% | 469 | -7,433 | -20.14% | Q4 2025 | Feb 03, 2026 |
| Claro Advisors Inc. | History | Added to | 29,265 | 2,937 | 0.4% | 0.43% | 470 | +164 | 0.56% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 29,249 | 2,935 | 0.04% | 0.06% | 471 | -12,611 | -30.13% | Q4 2025 | Feb 13, 2026 |
| McAdam, LLC | History | Added to | 29,238 | 2,934 | 0.13% | 0.12% | 472 | +4,582 | 18.58% | Q4 2025 | Feb 13, 2026 |
| Ackerman Asset Management, LLC | History | Reduced | 29,227 | 2,933 | 1.95% | 2.19% | 473 | -1,089 | -3.59% | Q4 2025 | Feb 13, 2026 |
| XY Planning Network, Inc. | History | Added to | 29,218 | 2,932 | 0.51% | 0.54% | 474 | +13,332 | 83.92% | Q4 2025 | Jan 26, 2026 |
| Planned Solutions, Inc. | History | Added to | 29,068 | 2,917 | 0.94% | 0.95% | 475 | +1,517 | 5.51% | Q4 2025 | Jan 28, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 29,019 | 2,912 | 1.1% | 1.09% | 476 | +790 | 2.8% | Q4 2025 | Jan 23, 2026 |
| Choate Investment Advisors | History | Reduced | 28,846 | 2,895 | 0.06% | 0.07% | 477 | -5,664 | -16.41% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 28,752 | 2,886 | 0.0% | 0.0% | 478 | +24,475 | 572.25% | Q4 2025 | Feb 17, 2026 |
| New Harbor Financial Group, LLC | History | Reduced | 28,689 | 2,879 | 0.53% | 0.61% | 479 | -1,158 | -3.88% | Q4 2025 | Jan 30, 2026 |
| Rochester Wealth Strategies, LLC | History | Reduced | 28,617 | 2,872 | 1.8% | 2.44% | 480 | -8,379 | -22.65% | Q4 2025 | Jan 15, 2026 |
| Eddie Patel Inc | History | New | 28,550 | 2,865 | 2.14% | — | 481 | +28,550 | New | Q4 2025 | Feb 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 28,395 | 2,850 | 1.21% | 0.77% | 482 | +10,491 | 58.6% | Q4 2025 | Jan 30, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 28,389 | 2,849 | 1.47% | 0.64% | 483 | +16,724 | 143.37% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 28,349 | 2,845 | 0.09% | 0.05% | 484 | +13,678 | 93.23% | Q4 2025 | Feb 13, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | Reduced | 28,326 | 2,843 | 3.1% | 3.71% | 485 | -3,415 | -10.76% | Q4 2025 | Jan 14, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 28,288 | 2,839 | 0.21% | 0.44% | 487 | -27,422 | -49.22% | Q4 2025 | Jan 20, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 28,288 | 2,839 | 0.39% | 0.07% | 486 | +23,704 | 517.1% | Q4 2025 | Jan 21, 2026 |
| Prosperity Planning, Inc. | History | Added to | 27,617 | 2,772 | 0.73% | 0.58% | 488 | +6,425 | 30.32% | Q4 2025 | Jan 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 27,117 | 2,721 | 0.3% | 0.22% | 489 | +10,667 | 64.84% | Q4 2025 | Feb 11, 2026 |
| Daviman Financial, LLC | History | New | 27,093 | 2,719 | 1.6% | — | 491 | +27,093 | New | Q4 2025 | Feb 06, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 27,090 | 2,719 | 0.42% | 0.42% | 490 | -2,341 | -7.95% | Q4 2025 | Feb 13, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 26,743 | 2,684 | 0.5% | 0.7% | 492 | +255 | 0.96% | Q4 2025 | Jan 26, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 26,509 | 2,661 | 1.09% | 0.52% | 493 | +14,477 | 120.32% | Q4 2025 | Jan 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 26,169 | 2,626 | 0.0% | 0.0% | 494 | -3,858 | -12.85% | Q4 2025 | Mar 25, 2026 |
| World Investment Advisors | History | Reduced | 26,123 | 2,622 | 0.04% | 0.06% | 495 | -734 | -2.73% | Q4 2025 | Mar 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 25,881 | 2,597 | 0.22% | 0.23% | 496 | -1,872 | -6.75% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 25,856 | 2,595 | 0.05% | 0.02% | 497 | +18,320 | 243.1% | Q4 2025 | Feb 06, 2026 |
| Intrua Financial, LLC | History | Added to | 25,789 | 2,588 | 0.27% | 0.08% | 498 | +18,846 | 271.44% | Q4 2025 | Feb 05, 2026 |
| Oak Harvest Investment Services | History | Added to | 25,527 | 2,562 | 0.28% | 0.25% | 499 | +4,167 | 19.51% | Q4 2025 | Jan 27, 2026 |
| BFI Wealth Solutions, LLC | History | New | 25,205 | 2,530 | 2.41% | — | 500 | +25,205 | New | Q4 2025 | Feb 19, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 25,001 | 2,509 | 0.34% | 0.35% | 501 | -358 | -1.41% | Q4 2025 | Feb 13, 2026 |
| Riverwater Partners LLC | History | Reduced | 24,863 | 2,495 | 0.97% | 1.15% | 502 | -2,551 | -9.31% | Q4 2025 | Feb 12, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Reduced | 24,835 | 2,492 | 1.21% | 2.1% | 503 | -18,026 | -42.06% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | New | 24,729 | 2,482 | 0.02% | — | 504 | +24,729 | New | Q4 2025 | Jan 27, 2026 |
| Concord Wealth Partners | History | Reduced | 24,660 | 2,475 | 0.32% | 0.37% | 505 | -2,300 | -8.53% | Q4 2025 | Jan 29, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 24,617 | 2,471 | 0.19% | 0.21% | 506 | -2,049 | -7.68% | Q4 2025 | Jan 23, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 24,469 | 2,456 | 0.09% | 0.1% | 507 | -902 | -3.56% | Q4 2025 | Feb 04, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 23,970 | 2,406 | 0.15% | 0.12% | 508 | +4,246 | 21.53% | Q4 2025 | Feb 13, 2026 |
| Realta Investment Advisors | History | Reduced | 23,948 | 2,403 | 0.79% | 0.86% | 509 | -1,485 | -5.84% | Q4 2025 | Jan 20, 2026 |
| GenWealth Group, Inc. | History | New | 23,784 | 2,388 | 0.41% | — | 510 | +23,784 | New | Q4 2025 | Jan 12, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Reduced | 23,577 | 2,366 | 0.87% | 0.87% | 511 | -142 | -0.6% | Q4 2025 | Jan 21, 2026 |
| Kovack Advisors, Inc. | History | Added to | 23,438 | 2,352 | 0.11% | 0.14% | 512 | +8,847 | 60.63% | Q4 2025 | Feb 17, 2026 |
| Invst, LLC | History | Added to | 23,093 | 2,318 | 0.25% | 0.18% | 513 | +7,496 | 48.06% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 22,928 | 2,301 | 0.02% | 0.01% | 514 | +10,318 | 81.82% | Q4 2025 | Feb 13, 2026 |
| Alpha Financial Partners, LLC | History | Added to | 22,899 | 2,298 | 1.4% | 1.23% | 515 | +4,181 | 22.34% | Q4 2025 | Feb 10, 2026 |
| Berger Financial Group, Inc | History | Added to | 22,869 | 2,295 | 0.13% | 0.11% | 516 | +4,109 | 21.9% | Q4 2025 | Jan 27, 2026 |
| Traub Capital Management LLC | History | Added to | 22,842 | 2,292 | 2.2% | 1.5% | 517 | +7,783 | 51.68% | Q4 2025 | Jan 29, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Reduced | 22,661 | 2,274 | 0.15% | 0.46% | 518 | -43,719 | -65.86% | Q4 2025 | Jan 23, 2026 |
| Crane Advisory, LLC | History | Added to | 22,513 | 2,262 | 0.34% | 0.31% | 519 | +2,632 | 13.24% | Q4 2025 | Jan 15, 2026 |
| Capital Planning LLC | History | Reduced | 22,353 | 2,244 | 0.63% | 0.72% | 520 | -2,321 | -9.41% | Q4 2025 | Jan 23, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 22,112 | 2,219 | 0.33% | — | 521 | +22,112 | New | Q4 2025 | Feb 03, 2026 |
| Entelevest, LLC | History | New | 22,092 | 2,217 | 2.22% | — | 522 | +22,092 | New | Q4 2025 | Feb 11, 2026 |
| Wealth Architects, LLC | History | New | 21,970 | 2,205 | 0.2% | — | 523 | +21,970 | New | Q4 2025 | Feb 17, 2026 |
| MATTERS CAPITAL LLC | History | New | 21,957 | 2,204 | 1.8% | — | 524 | +21,957 | New | Q4 2025 | Feb 17, 2026 |
| Adaptive Financial Consulting, LLC | History | No change | 21,938 | 2,202 | 0.86% | 0.88% | 525 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 21,893 | 2,197 | 1.81% | 1.98% | 526 | -2,089 | -8.71% | Q4 2025 | Feb 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 21,809 | 2,189 | 0.06% | 0.09% | 527 | -7,642 | -25.95% | Q4 2025 | Feb 12, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 21,773 | 2,185 | 1.87% | 1.97% | 528 | -143 | -0.65% | Q4 2025 | Jan 26, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 21,696 | 2,177 | 1.13% | 1.23% | 529 | -181 | -0.83% | Q4 2025 | Jan 29, 2026 |
| Verdence Capital Advisors LLC | History | New | 21,634 | 2,171 | 0.13% | — | 530 | +21,634 | New | Q4 2025 | Jan 29, 2026 |
| Vectors Research Management, LLC | History | New | 21,634 | 2,171 | 0.66% | — | 531 | +21,634 | New | Q4 2025 | Feb 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 21,313 | 2,139 | 0.1% | 0.09% | 532 | +3,180 | 17.54% | Q4 2025 | Feb 13, 2026 |
| Bulwark Capital Corp | History | Added to | 21,212 | 2,129 | 1.51% | 1.66% | 533 | +5 | 0.02% | Q4 2025 | Jan 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 21,192 | 2,127 | 0.03% | 0.03% | 534 | +194 | 0.92% | Q4 2025 | Feb 12, 2026 |
| Plancorp, LLC | History | Added to | 21,106 | 2,118 | 0.06% | 0.05% | 535 | +4,354 | 25.99% | Q4 2025 | Feb 05, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 21,025 | 2,110 | 0.03% | 0.1% | 536 | -32,780 | -60.92% | Q4 2025 | Feb 05, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 20,958 | 2,103 | 0.39% | 0.26% | 537 | +8,324 | 65.89% | Q4 2025 | Jan 30, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 20,879 | 2,095 | 0.25% | 0.23% | 538 | +863 | 4.31% | Q4 2025 | Jan 22, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 20,735 | 2,081 | 0.22% | 0.04% | 539 | +16,650 | 407.59% | Q4 2025 | Feb 18, 2026 |
| Pacific Point Advisors, LLC | History | New | 20,663 | 2,074 | 1.11% | — | 540 | +20,663 | New | Q4 2025 | Jan 21, 2026 |
| Horizon Family Wealth, Inc. | History | New | 20,607 | 2,068 | 1.1% | — | 541 | +20,607 | New | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Reduced | 20,255 | 2,033 | 0.02% | 0.03% | 542 | -6,940 | -25.52% | Q4 2025 | Jan 16, 2026 |
| United Advisor Group, LLC | History | Added to | 20,256 | 2,033 | 0.25% | 0.23% | 543 | +3,537 | 21.16% | Q4 2025 | Jan 26, 2026 |
| Citizens National Bank Trust Department | History | New | 20,250 | 2,032 | 0.35% | — | 544 | +20,250 | New | Q4 2025 | Jan 30, 2026 |
| Advisory Alpha, LLC | History | Added to | 20,039 | 2,011 | 0.05% | 0.03% | 545 | +10,832 | 117.65% | Q4 2025 | Feb 06, 2026 |
| Midway Capital Research & Management | History | New | 19,710 | 1,978 | 1.93% | — | 548 | +19,710 | New | Q4 2025 | Mar 03, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Reduced | 19,710 | 1,978 | 1.26% | 1.47% | 547 | -2,430 | -10.98% | Q4 2025 | Jan 12, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 19,711 | 1,978 | 0.16% | 0.15% | 546 | +1,757 | 9.79% | Q4 2025 | Feb 17, 2026 |
| WealthCollab, LLC | History | Reduced | 19,596 | 1,967 | 0.8% | 1.46% | 549 | -12,025 | -38.03% | Q4 2025 | Jan 27, 2026 |
| Avior Wealth Management, LLC | History | Added to | 19,511 | 1,958 | 0.06% | 0.02% | 550 | +12,654 | 184.54% | Q4 2025 | Jan 06, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 19,270 | 1,934 | 0.14% | 0.21% | 551 | -7,579 | -28.23% | Q4 2025 | Feb 13, 2026 |
| Quotient Wealth Partners, LLC | History | New | 19,258 | 1,933 | 0.05% | — | 552 | +19,258 | New | Q4 2025 | Jan 22, 2026 |
| GTS SECURITIES LLC | History | Reduced | 19,205 | 1,927 | 0.07% | 1.79% | 553 | -444,044 | -95.85% | Q4 2025 | Feb 13, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 19,165 | 1,923 | 0.64% | 0.57% | 554 | +3,221 | 20.2% | Q4 2025 | Feb 03, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 19,156 | 1,922 | 0.7% | 0.55% | 555 | +4,056 | 26.86% | Q4 2025 | Jan 21, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 18,878 | 1,894 | 1.09% | — | 556 | +18,878 | New | Q4 2025 | Jan 15, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 18,864 | 1,893 | 0.07% | 0.1% | 557 | -6,528 | -25.71% | Q4 2025 | Jan 29, 2026 |
| Roundview Capital LLC | History | No change | 18,769 | 1,884 | 0.12% | 0.12% | 558 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Merited Wealth, LLC | History | New | 18,567 | 1,863 | 1.73% | — | 559 | +18,567 | New | Q4 2025 | Mar 26, 2026 |
| Strive Financial Group ,LLC | History | New | 18,529 | 1,859 | 0.92% | — | 560 | +18,529 | New | Q4 2025 | Feb 18, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 18,456 | 1,852 | 0.16% | 0.12% | 561 | +5,114 | 38.33% | Q4 2025 | Jan 26, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 18,415 | 1,848 | 1.03% | — | 562 | +18,415 | New | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Added to | 18,311 | 1,838 | 0.02% | 0.03% | 563 | +842 | 4.82% | Q4 2025 | Feb 13, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 18,181 | 1,825 | 0.04% | 0.04% | 564 | -8 | -0.04% | Q4 2025 | Feb 10, 2026 |
| 4WEALTH ADVISORS, INC. | History | Reduced | 18,180 | 1,824 | 1.56% | 1.64% | 565 | -39 | -0.21% | Q4 2025 | Jan 21, 2026 |
| Ervin Investment Management, LLC | History | Reduced | 18,113 | 1,818 | 1.02% | 1.14% | 566 | -1,643 | -8.32% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 17,946 | 1,801 | 0.03% | 0.03% | 567 | +3,924 | 27.98% | Q4 2025 | Feb 11, 2026 |
| Procyon Advisors, LLC | History | Added to | 17,838 | 1,790 | 0.09% | 0.1% | 568 | +408 | 2.34% | Q4 2025 | Jan 07, 2026 |
| Savvy Advisors, Inc. | History | Added to | 17,744 | 1,781 | 0.06% | 0.05% | 569 | +6,834 | 62.64% | Q4 2025 | Jan 20, 2026 |
| Elevate Capital Advisors, LLC | History | Reduced | 17,451 | 1,751 | 1.16% | 2.34% | 570 | -15,903 | -47.68% | Q4 2025 | Jan 23, 2026 |
| Argent Trust Co | History | Reduced | 17,363 | 1,742 | 0.06% | 0.08% | 571 | -6,095 | -25.98% | Q4 2025 | Feb 10, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | No change | 17,270 | 1,739 | 0.85% | 0.85% | 572 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 17,257 | 1,732 | 0.14% | 0.25% | 573 | -10,885 | -38.68% | Q4 2025 | Feb 09, 2026 |
| Costello Asset Management, INC | History | Added to | 17,229 | 1,729 | 0.57% | 0.31% | 574 | +7,945 | 85.58% | Q4 2025 | Feb 03, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | New | 17,200 | 1,726 | 1.33% | — | 575 | +17,200 | New | Q4 2025 | Jan 23, 2026 |
| Finley Financial, LLC | History | Added to | 17,164 | 1,722 | 0.79% | 0.29% | 577 | +10,855 | 172.06% | Q4 2025 | Jan 21, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 17,163 | 1,722 | 0.02% | 0.01% | 576 | +9,200 | 115.53% | Q4 2025 | Feb 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 17,078 | 1,717 | 0.39% | 0.58% | 578 | -5,071 | -22.89% | Q4 2025 | Feb 24, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 17,111 | 1,717 | 0.22% | 0.25% | 579 | -891 | -4.95% | Q4 2025 | Jan 15, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | New | 16,653 | 1,671 | 0.55% | — | 580 | +16,653 | New | Q4 2025 | Feb 17, 2026 |
| Peapod Lane Capital LLC | History | Reduced | 16,441 | 1,650 | 1.4% | 1.49% | 581 | -144 | -0.87% | Q4 2025 | Jan 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 16,390 | 1,645 | 0.06% | 0.05% | 582 | +2,827 | 20.84% | Q4 2025 | Feb 06, 2026 |
| YCG, LLC | History | Added to | 16,345 | 1,640 | 0.12% | 0.02% | 584 | +13,207 | 420.87% | Q4 2025 | Feb 11, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 16,341 | 1,640 | 0.28% | 0.33% | 583 | -2,799 | -14.62% | Q4 2025 | Jan 29, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 16,326 | 1,638 | 0.24% | 0.17% | 585 | +4,677 | 40.15% | Q4 2025 | Feb 06, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 16,261 | 1,632 | 0.99% | 1.11% | 586 | -165 | -1.0% | Q4 2025 | Jan 29, 2026 |
| DecisionPoint Financial, LLC | History | No change | 16,189 | 1,625 | 0.36% | 0.38% | 587 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COMMERCE BANK | History | Added to | 16,178 | 1,623 | 0.01% | 0.01% | 588 | +1,253 | 8.4% | Q4 2025 | Feb 13, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 16,040 | 1,610 | 0.53% | 0.35% | 589 | +5,949 | 58.95% | Q4 2025 | Feb 05, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 15,775 | 1,583 | 1.13% | 1.11% | 590 | +389 | 2.53% | Q4 2025 | Feb 10, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 15,661 | 1,572 | 0.59% | 1.05% | 591 | -10,663 | -40.51% | Q4 2025 | Feb 10, 2026 |
| Walker Asset Management, LLC | History | Added to | 15,556 | 1,561 | 0.84% | 0.86% | 592 | +329 | 2.16% | Q4 2025 | Jan 16, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 15,557 | 1,561 | 0.2% | 0.2% | 593 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 15,466 | 1,552 | 0.23% | 0.23% | 594 | +402 | 2.67% | Q4 2025 | Jan 27, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 15,418 | 1,547 | 0.01% | 0.01% | 595 | +164 | 1.08% | Q4 2025 | Jan 27, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 15,398 | 1,545 | 0.09% | 0.1% | 596 | -819 | -5.05% | Q4 2025 | Feb 17, 2026 |
| Investment Advisory Services Group LLC | History | New | 15,391 | 1,544 | 1.37% | — | 597 | +15,391 | New | Q4 2025 | Feb 04, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 15,047 | 1,510 | 0.07% | 0.06% | 598 | +4,566 | 43.56% | Q4 2025 | Jan 14, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 14,998 | 1,508 | 0.37% | 0.39% | 600 | +287 | 1.95% | Q4 2025 | Jan 23, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 15,014 | 1,508 | 0.0% | 0.0% | 599 | -7 | -0.05% | Q4 2025 | Feb 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 14,986 | 1,504 | 1.24% | 1.77% | 601 | -2,103 | -12.31% | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | Added to | 14,958 | 1,501 | 0.32% | 0.37% | 602 | +1,321 | 9.69% | Q4 2025 | Feb 12, 2026 |
| Briggs Wealth Management, Inc | History | New | 14,941 | 1,499 | 1.61% | — | 603 | +14,941 | New | Q4 2025 | Feb 19, 2026 |
| SFMG, LLC | History | Added to | 14,868 | 1,492 | 0.1% | 0.05% | 604 | +8,031 | 117.46% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 14,810 | 1,486 | 0.05% | 0.05% | 605 | +2,374 | 19.09% | Q4 2025 | Jan 13, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 14,698 | 1,475 | 1.15% | 1.82% | 606 | -7,107 | -32.59% | Q4 2025 | Feb 20, 2026 |
| Stirlingshire Investments, Inc. | History | New | 14,610 | 1,466 | 1.3% | — | 607 | +14,610 | New | Q4 2025 | Feb 11, 2026 |
| Fullerton Advisors, LLC | History | New | 14,532 | 1,458 | 1.46% | — | 609 | +14,532 | New | Q4 2025 | Feb 02, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 14,533 | 1,458 | 0.05% | 0.04% | 608 | +3,446 | 31.08% | Q4 2025 | Jan 23, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 14,437 | 1,449 | 0.19% | 0.03% | 610 | +12,343 | 589.45% | Q4 2025 | Feb 04, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 14,350 | 1,440 | 0.05% | 0.03% | 611 | +6,247 | 77.09% | Q4 2025 | Feb 13, 2026 |
| Emerald Advisors, LLC | History | Reduced | 14,125 | 1,417 | 0.19% | 0.22% | 612 | -2,493 | -15.0% | Q4 2025 | Jan 27, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Added to | 13,987 | 1,404 | 0.52% | 0.52% | 613 | +596 | 4.45% | Q4 2025 | Feb 13, 2026 |
| Brio Consultants, LLC | History | New | 13,966 | 1,401 | 0.18% | — | 614 | +13,966 | New | Q4 2025 | Feb 04, 2026 |
| Crews Bank & Trust | History | Added to | 13,880 | 1,393 | 0.2% | 0.2% | 615 | +454 | 3.38% | Q4 2025 | Jan 21, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 13,775 | 1,383 | 0.07% | 0.07% | 616 | +46 | 0.34% | Q4 2025 | Jan 15, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | New | 13,748 | 1,380 | 0.65% | — | 618 | +13,748 | New | Q4 2025 | Jan 23, 2026 |
| Altus Wealth Group LLC | History | Added to | 13,751 | 1,380 | 0.55% | 0.49% | 617 | +1,883 | 15.87% | Q4 2025 | Feb 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 13,683 | 1,373 | 0.43% | 0.51% | 619 | -7,588 | -35.67% | Q4 2025 | Feb 02, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 13,674 | 1,372 | 0.02% | 0.01% | 620 | +7,622 | 125.94% | Q4 2025 | Jan 16, 2026 |
| CAP Partners, LLC | History | Added to | 13,478 | 1,352 | 0.77% | 0.71% | 621 | +1,040 | 8.36% | Q4 2025 | Feb 04, 2026 |
| Focus Financial Network, Inc. | History | Added to | 13,446 | 1,349 | 0.05% | 0.01% | 622 | +11,213 | 502.15% | Q4 2025 | Jan 12, 2026 |
| Foundry Financial LLC | History | New | 13,272 | 1,332 | 0.7% | — | 623 | +13,272 | New | Q4 2025 | Feb 17, 2026 |
| Landing Point Financial Group, LLC | History | Reduced | 13,232 | 1,328 | 0.66% | 0.79% | 624 | -1,748 | -11.67% | Q4 2025 | Feb 11, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 13,043 | 1,309 | 0.52% | 1.27% | 625 | -17,999 | -57.98% | Q4 2025 | Jan 27, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 12,912 | 1,296 | 0.08% | 0.08% | 626 | -1,555 | -10.75% | Q4 2025 | Jan 30, 2026 |
| Pathstone Holdings, LLC | History | New | 12,874 | 1,292 | 0.0% | — | 627 | +12,874 | New | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 12,833 | 1,288 | 0.01% | 0.02% | 628 | +1,712 | 15.39% | Q4 2025 | Feb 03, 2026 |
| Collier Financial | History | Added to | 12,830 | 1,287 | 0.97% | 0.9% | 629 | +920 | 7.72% | Q4 2025 | Feb 12, 2026 |
| Ramiah Investment Group | History | Reduced | 12,790 | 1,283 | 1.26% | 1.31% | 630 | -426 | -3.22% | Q4 2025 | Jan 28, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 12,717 | 1,276 | 0.42% | — | 631 | +12,717 | New | Q4 2025 | Mar 27, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 12,614 | 1,266 | 0.23% | 0.25% | 632 | -1,036 | -7.59% | Q4 2025 | Feb 17, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 12,522 | 1,256 | 0.38% | 0.54% | 633 | -4,315 | -25.63% | Q4 2025 | Jan 26, 2026 |
| Fortis Capital Advisors, LLC | History | New | 12,486 | 1,253 | 0.18% | — | 634 | +12,486 | New | Q4 2025 | Jan 27, 2026 |
| Northstar Group, Inc. | History | Added to | 12,314 | 1,236 | 0.17% | 0.03% | 635 | +10,101 | 456.44% | Q4 2025 | Feb 13, 2026 |
| Westwood Wealth Management | History | New | 12,313 | 1,235 | 0.93% | — | 636 | +12,313 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 12,313 | 1,235 | 0.93% | 1.08% | 637 | -1,181 | -8.75% | Q4 2025 | Jan 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,300 | 1,234 | 0.0% | 0.0% | 638 | -55,314 | -81.81% | Q4 2025 | Feb 17, 2026 |
| Lantz Financial LLC | History | Reduced | 12,249 | 1,229 | 0.26% | 0.43% | 639 | -7,251 | -37.18% | Q4 2025 | Jan 14, 2026 |
| Worth Asset Management, LLC | History | Reduced | 12,241 | 1,228 | 0.52% | 2.13% | 642 | -34,921 | -74.04% | Q4 2025 | Jan 14, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 12,241 | 1,228 | 0.09% | 0.19% | 640 | -12,511 | -50.55% | Q4 2025 | Feb 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 12,237 | 1,228 | 0.03% | 0.02% | 641 | +3,852 | 45.94% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 12,210 | 1,225 | 0.01% | 0.01% | 643 | -3,214 | -20.84% | Q4 2025 | Feb 17, 2026 |
| Blue Capital, Inc. | History | Added to | 12,205 | 1,225 | 0.87% | 0.91% | 644 | +74 | 0.61% | Q4 2025 | Feb 23, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Added to | 12,163 | 1,220 | 0.02% | 0.01% | 645 | +6,922 | 132.07% | Q4 2025 | Feb 17, 2026 |
| Geneva Partners, LLC | History | Reduced | 12,081 | 1,212 | 0.43% | 0.49% | 646 | -1,160 | -8.76% | Q4 2025 | Feb 03, 2026 |
| Luminvest Wealth Management LLC | History | Reduced | 11,999 | 1,204 | 0.33% | 0.41% | 647 | -627 | -4.97% | Q4 2025 | Jan 26, 2026 |
| CHOREO, LLC | History | Added to | 11,957 | 1,200 | 0.02% | 0.02% | 648 | +257 | 2.2% | Q4 2025 | Jan 23, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 11,870 | 1,191 | 0.83% | 2.09% | 649 | -16,376 | -57.98% | Q4 2025 | Feb 06, 2026 |
| Wealthquest Corp | History | Reduced | 11,719 | 1,176 | 0.09% | 0.1% | 650 | -279 | -2.33% | Q4 2025 | Feb 09, 2026 |
| EP Wealth Advisors, LLC | History | New | 11,694 | 1,173 | 0.01% | — | 651 | +11,694 | New | Q4 2025 | Feb 18, 2026 |
| One Degree Advisors Inc | History | Reduced | 11,488 | 1,153 | 0.32% | 3.66% | 652 | -107,133 | -90.32% | Q4 2025 | Feb 06, 2026 |
| Secure Asset Management, LLC | History | Reduced | 11,432 | 1,147 | 0.18% | 0.2% | 653 | -708 | -5.83% | Q4 2025 | Jan 20, 2026 |
| Wall Capital Group, Inc. | History | New | 11,420 | 1,146 | 1.09% | — | 654 | +11,420 | New | Q4 2025 | Feb 17, 2026 |
| Leo Wealth, LLC | History | Added to | 10,606 | 1,144 | 0.08% | 0.07% | 655 | +4,948 | 87.45% | Q4 2025 | Jan 21, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 11,386 | 1,142 | 0.42% | 0.24% | 656 | +5,361 | 88.98% | Q4 2025 | Jan 21, 2026 |
| Dunhill Financial, LLC | History | Reduced | 11,325 | 1,136 | 0.28% | 0.32% | 657 | -960 | -7.81% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Added to | 11,283 | 1,132 | 0.0% | 0.0% | 658 | +2,441 | 27.61% | Q4 2025 | Feb 17, 2026 |
| Miller Capital Partners, Inc. | History | New | 11,160 | 1,120 | 0.56% | — | 659 | +11,160 | New | Q4 2025 | Feb 17, 2026 |
| Gallacher Capital Management LLC | History | No change | 11,093 | 1,113 | 0.43% | 0.44% | 660 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CPR Investments Inc. | History | Reduced | 10,998 | 1,104 | 0.74% | 0.77% | 661 | -174 | -1.56% | Q4 2025 | Jan 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 10,950 | 1,099 | 0.14% | — | 662 | +10,950 | New | Q4 2025 | Jan 27, 2026 |
| GK Wealth Management LLC | History | New | 10,949 | 1,099 | 0.73% | — | 663 | +10,949 | New | Q4 2025 | Jan 05, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 10,783 | 1,082 | 0.18% | 0.28% | 664 | -5,478 | -33.69% | Q4 2025 | Feb 06, 2026 |
| Sovran Advisors, LLC | History | Added to | 10,716 | 1,077 | 0.09% | 0.03% | 665 | +7,604 | 244.34% | Q4 2025 | Jan 20, 2026 |
| RHS Financial, LLC | History | Reduced | 10,723 | 1,076 | 0.53% | 0.58% | 666 | -443 | -3.97% | Q4 2025 | Jan 16, 2026 |
| MSH Capital Advisors LLC | History | Added to | 10,717 | 1,075 | 0.23% | 0.1% | 667 | +7,017 | 189.65% | Q4 2025 | Feb 09, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 10,686 | 1,072 | 0.59% | 1.03% | 668 | -6,809 | -38.92% | Q4 2025 | Jan 30, 2026 |
| IFG Advisory, LLC | History | Added to | 10,675 | 1,071 | 0.05% | 0.04% | 669 | +1,489 | 16.21% | Q4 2025 | Feb 10, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Reduced | 10,650 | 1,069 | 0.32% | 0.34% | 670 | -80 | -0.75% | Q4 2025 | Jan 30, 2026 |
| Objective Capital Management, LLC | History | Added to | 10,626 | 1,066 | 1.09% | 0.33% | 671 | +7,491 | 238.95% | Q4 2025 | Feb 04, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 10,570 | 1,061 | 0.12% | — | 672 | +10,570 | New | Q4 2025 | Feb 17, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 10,542 | 1,058 | 0.45% | 0.57% | 674 | -10 | -0.09% | Q4 2025 | Feb 13, 2026 |
| Berkshire Money Management, Inc. | History | No change | 10,542 | 1,058 | 0.1% | 0.11% | 673 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Avestar Capital, LLC | History | New | 10,421 | 1,046 | 0.07% | — | 675 | +10,421 | New | Q4 2025 | Feb 10, 2026 |
| RIA Advisory Group LLC | History | Reduced | 10,394 | 1,043 | 0.25% | 0.31% | 676 | -1,729 | -14.26% | Q4 2025 | Feb 02, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 10,327 | 1,036 | 0.16% | 0.22% | 677 | -3,306 | -24.25% | Q4 2025 | Jan 12, 2026 |
| Legacy Wealth Partners, LLC | History | New | 10,265 | 1,030 | 0.27% | — | 678 | +10,265 | New | Q4 2025 | Feb 17, 2026 |
| Mosaic Advisors LLC | History | New | 10,258 | 1,029 | 1.97% | — | 679 | +10,258 | New | Q4 2025 | Feb 18, 2026 |
| Revisor Wealth Management LLC | History | New | 10,156 | 1,020 | 0.27% | — | 680 | +10,156 | New | Q4 2025 | Jan 27, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 10,053 | 1,009 | 0.01% | 0.01% | 681 | +601 | 6.36% | Q4 2025 | Jan 16, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 10,050 | 1,008 | 0.03% | 0.05% | 682 | -6,574 | -39.55% | Q4 2025 | Jan 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 10,029 | 1,006 | 0.0% | 0.0% | 683 | -9,101 | -47.57% | Q4 2025 | Feb 06, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 10,000 | 1,003 | 0.12% | — | 685 | +10,000 | New | Q4 2025 | Jan 13, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 10,000 | 1,003 | 0.07% | 0.06% | 684 | +1,500 | 17.65% | Q4 2025 | Jan 16, 2026 |
| NWAM LLC | History | Added to | 9,938 | 999 | 0.06% | 0.05% | 686 | +138 | 1.41% | Q4 2025 | Feb 04, 2026 |
| Pacific Park Financial, Inc. | History | New | 9,946 | 998 | 0.62% | — | 687 | +9,946 | New | Q4 2025 | Jan 30, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 9,805 | 984 | 0.93% | 0.41% | 688 | +5,489 | 127.18% | Q4 2025 | Jan 27, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 9,802 | 983 | 0.3% | 0.62% | 689 | -9,903 | -50.26% | Q4 2025 | Jan 28, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 9,758 | 979 | 0.19% | 0.19% | 690 | -1,441 | -12.87% | Q4 2025 | Jan 28, 2026 |
| Modera Wealth Management, LLC | History | Added to | 9,752 | 978 | 0.01% | 0.01% | 691 | +1,974 | 25.38% | Q4 2025 | Jan 21, 2026 |
| Snowden Capital Advisors LLC | History | New | 9,716 | 975 | 0.03% | — | 692 | +9,716 | New | Q4 2025 | Feb 17, 2026 |
| Waycross Investment Management Co | History | Reduced | 9,671 | 970 | 0.85% | 1.0% | 693 | -96 | -0.98% | Q4 2025 | Jan 08, 2026 |
| Gradient Capital Advisors, LLC | History | New | 9,653 | 968 | 0.25% | — | 694 | +9,653 | New | Q4 2025 | Feb 06, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 9,626 | 966 | 0.64% | 2.18% | 695 | -17,405 | -64.39% | Q4 2025 | Jan 15, 2026 |
| Legacy Edge Advisors, LLC | History | New | 9,585 | 962 | 0.11% | — | 696 | +9,585 | New | Q4 2025 | Feb 02, 2026 |
| GatePass Capital, LLC | History | New | 9,500 | 953 | 0.49% | — | 697 | +9,500 | New | Q4 2025 | Feb 09, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 9,429 | 946 | 0.61% | 2.21% | 698 | -22,325 | -70.31% | Q4 2025 | Feb 02, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 9,410 | 944 | 0.76% | 0.92% | 699 | -1,304 | -12.17% | Q4 2025 | Jan 08, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 9,222 | 925 | 0.06% | 0.06% | 700 | -20 | -0.22% | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 9,203 | 923 | 0.01% | — | 701 | +9,203 | New | Q4 2025 | Feb 12, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 9,199 | 923 | 0.22% | 0.23% | 702 | -141 | -1.51% | Q4 2025 | Jan 27, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 9,179 | 921 | 0.36% | 0.32% | 703 | +1,105 | 13.69% | Q4 2025 | Jan 26, 2026 |
| SPG ADVISORS LLC | History | Added to | 9,159 | 919 | 9.45% | 6.26% | 705 | +3,751 | 69.36% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 9,162 | 919 | 0.01% | 0.0% | 704 | -41 | -0.45% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 9,135 | 916 | 0.06% | 0.08% | 706 | -1,212 | -11.71% | Q4 2025 | Jan 15, 2026 |
| FAS Wealth Partners, Inc. | History | New | 9,111 | 914 | 0.06% | — | 707 | +9,111 | New | Q4 2025 | Feb 18, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 9,085 | 912 | 0.08% | 0.08% | 708 | -60 | -0.66% | Q4 2025 | Jan 28, 2026 |
| Provident Investment Management, Inc. | History | Added to | 9,080 | 911 | 0.08% | 0.06% | 709 | +2,437 | 36.69% | Q4 2025 | Feb 04, 2026 |
| Guardian Financial Partners, LLC | History | New | 8,932 | 896 | 0.38% | — | 710 | +8,932 | New | Q4 2025 | Jan 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 8,837 | 887 | 0.05% | 0.07% | 711 | -1,973 | -18.25% | Q4 2025 | Jan 15, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 8,780 | 881 | 0.05% | — | 712 | +8,780 | New | Q4 2025 | Feb 09, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 8,732 | 876 | 0.0% | 0.0% | 713 | +1,691 | 24.02% | Q4 2025 | Feb 13, 2026 |
| Prostatis Group LLC | History | Added to | 8,718 | 875 | 0.21% | 0.18% | 714 | +1,492 | 20.65% | Q4 2025 | Feb 17, 2026 |
| Activest Wealth Management | History | New | 8,713 | 874 | 0.16% | — | 715 | +8,713 | New | Q4 2025 | Jan 30, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 8,698 | 873 | 0.04% | 0.04% | 716 | +221 | 2.61% | Q4 2025 | Jan 22, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 8,433 | 846 | 0.35% | 0.11% | 717 | +5,983 | 244.2% | Q4 2025 | Jan 26, 2026 |
| Lumbard & Kellner, LLC | History | Reduced | 8,420 | 845 | 0.3% | 0.39% | 718 | -1,996 | -19.16% | Q4 2025 | Feb 03, 2026 |
| NBZ Investment Advisors LLC | History | Added to | 8,422 | 845 | 0.37% | 0.36% | 719 | +1,492 | 21.53% | Q4 2025 | Feb 03, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 8,377 | 840 | 0.0% | 0.0% | 720 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 8,344 | 837 | 0.09% | 0.1% | 721 | -881 | -9.55% | Q4 2025 | Feb 03, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 8,332 | 836 | 0.09% | 0.1% | 722 | -92 | -1.09% | Q4 2025 | Jan 14, 2026 |
| Modern Wealth Management, LLC | History | Added to | 8,308 | 833 | 0.02% | 0.01% | 723 | +1,354 | 19.47% | Q4 2025 | Feb 17, 2026 |
| MRWM Advisors, LLC | History | New | 8,156 | 818 | 0.44% | — | 725 | +8,156 | New | Q4 2025 | Jan 26, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 8,155 | 818 | 0.03% | 0.02% | 724 | +3,378 | 70.71% | Q4 2025 | Jan 27, 2026 |
| Wick Capital Partners, LLC | History | Added to | 8,094 | 812 | 0.15% | 0.18% | 726 | +582 | 7.75% | Q4 2025 | Mar 02, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 8,087 | 811 | 0.04% | 0.05% | 727 | -669 | -7.64% | Q4 2025 | Jan 12, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 8,060 | 809 | 0.52% | 4.48% | 728 | -60,831 | -88.3% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,031 | 807 | 0.02% | 0.01% | 729 | +2,401 | 42.65% | Q4 2025 | Jan 28, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 8,007 | 803 | 0.11% | — | 731 | +8,007 | New | Q4 2025 | Feb 10, 2026 |
| Caitlin John, LLC | History | New | 8,000 | 803 | 0.53% | — | 730 | +8,000 | New | Q4 2025 | Feb 18, 2026 |
| Meredith Wealth Planning | History | Reduced | 7,815 | 784 | 0.23% | 0.47% | 732 | -7,038 | -47.38% | Q4 2025 | Jan 16, 2026 |
| GWN SECURITIES INC. | History | Reduced | 7,783 | 781 | 0.16% | 0.2% | 733 | -640 | -7.6% | Q4 2025 | Feb 11, 2026 |
| SAGE ADVISORS, LLC | History | New | 7,751 | 778 | 0.52% | — | 736 | +7,751 | New | Q4 2025 | Jan 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 7,746 | 778 | 0.09% | 0.06% | 735 | +2,372 | 44.14% | Q4 2025 | Jan 21, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 7,752 | 778 | 0.24% | 0.2% | 734 | +1,685 | 27.77% | Q4 2025 | Jan 07, 2026 |
| Aureum Wealth Management, LLC | History | New | 7,694 | 772 | 0.72% | — | 737 | +7,694 | New | Q4 2025 | Jan 28, 2026 |
| Pacifica Partners Inc. | History | Added to | 7,661 | 769 | 0.34% | 0.13% | 738 | +4,068 | 113.22% | Q4 2025 | Jan 09, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 7,657 | 768 | 0.01% | 0.01% | 739 | +915 | 13.57% | Q4 2025 | Feb 09, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 7,631 | 766 | 0.01% | 0.01% | 740 | -2,221 | -22.54% | Q4 2025 | Feb 02, 2026 |
| First Washington CORP | History | Reduced | 7,577 | 760 | 0.2% | 1.61% | 741 | -52,104 | -87.3% | Q4 2025 | Feb 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 7,560 | 758 | 0.26% | 0.29% | 742 | -1,026 | -11.95% | Q4 2025 | Jan 07, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 7,512 | 754 | 0.08% | 0.21% | 743 | -11,163 | -59.78% | Q4 2025 | Mar 03, 2026 |
| Balboa Wealth Partners | History | Added to | 7,504 | 753 | 0.12% | 0.12% | 744 | +320 | 4.45% | Q4 2025 | Jan 16, 2026 |
| Navalign, LLC | History | New | 7,465 | 749 | 0.18% | — | 746 | +7,465 | New | Q4 2025 | Feb 05, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 7,468 | 749 | 0.31% | 0.32% | 745 | +216 | 2.98% | Q4 2025 | Feb 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 7,455 | 748 | 0.0% | 0.0% | 747 | +254 | 3.53% | Q4 2025 | Jan 12, 2026 |
| Quartz Partners, LLC | History | Added to | 7,357 | 738 | 0.27% | 0.1% | 748 | +4,707 | 177.62% | Q4 2025 | Feb 13, 2026 |
| McCartney Wealth Management LLC | History | New | 7,337 | 736 | 0.64% | — | 749 | +7,337 | New | Q4 2025 | Feb 17, 2026 |
| Freestate Advisors LLC | History | Reduced | 7,304 | 733 | 0.6% | 0.69% | 750 | -885 | -10.81% | Q4 2025 | Jan 12, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 7,231 | 725 | 0.36% | 0.17% | 751 | +4,153 | 134.93% | Q4 2025 | Feb 06, 2026 |
| Krilogy Financial LLC | History | New | 7,070 | 711 | 0.02% | — | 752 | +7,070 | New | Q4 2025 | Jan 27, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 7,018 | 704 | 0.05% | 0.01% | 753 | +5,017 | 250.72% | Q4 2025 | Feb 20, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 7,020 | 704 | 0.51% | 0.65% | 754 | -2,045 | -22.56% | Q4 2025 | Feb 17, 2026 |
| First American Bank | History | Reduced | 6,989 | 701 | 0.04% | 0.05% | 755 | -408 | -5.52% | Q4 2025 | Jan 20, 2026 |
| LPWM LLC | History | New | 6,975 | 700 | 0.18% | — | 756 | +6,975 | New | Q4 2025 | Jan 06, 2026 |
| Andrews Advisory Associates, LLC | History | New | 6,923 | 694 | 0.37% | — | 759 | +6,923 | New | Q4 2025 | Feb 18, 2026 |
| London & Capital Asset Management Ltd | History | New | 6,917 | 694 | 0.01% | — | 758 | +6,917 | New | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 6,917 | 694 | 0.04% | 0.05% | 757 | -1,798 | -20.63% | Q4 2025 | Feb 10, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 6,911 | 693 | 0.18% | 0.21% | 760 | -150 | -2.12% | Q4 2025 | Jan 27, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 6,850 | 687 | 0.04% | 0.04% | 761 | -531 | -7.19% | Q4 2025 | Jan 20, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 6,774 | 680 | 0.04% | 0.03% | 763 | +1,971 | 41.04% | Q4 2025 | Feb 03, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 6,780 | 680 | 0.04% | 0.04% | 762 | +305 | 4.71% | Q4 2025 | Mar 04, 2026 |
| AlphaCore Capital LLC | History | Added to | 6,765 | 679 | 0.02% | 0.02% | 764 | +1,372 | 25.44% | Q4 2025 | Feb 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 6,772 | 679 | 0.38% | 0.4% | 765 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brickley Wealth Management | History | New | 6,761 | 678 | 0.11% | — | 766 | +6,761 | New | Q4 2025 | Jan 29, 2026 |
| IFG Advisors, LLC | History | Reduced | 6,652 | 667 | 0.11% | 0.11% | 767 | -114 | -1.68% | Q4 2025 | Jan 13, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 6,623 | 664 | 0.14% | 0.13% | 768 | +869 | 15.1% | Q4 2025 | Feb 10, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 6,609 | 663 | 0.09% | — | 769 | +6,609 | New | Q4 2025 | Feb 11, 2026 |
| West Wealth Group, LLC | History | Added to | 6,578 | 660 | 0.14% | 0.12% | 770 | +1,131 | 20.76% | Q4 2025 | Jan 26, 2026 |
| Bogart Wealth, LLC | History | Reduced | 6,563 | 658 | 0.03% | 0.04% | 771 | -2,074 | -24.01% | Q4 2025 | Jan 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 6,539 | 656 | 0.03% | 0.03% | 772 | +1,113 | 20.51% | Q4 2025 | Jan 26, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 6,521 | 654 | 0.0% | 0.0% | 773 | +2,384 | 57.63% | Q4 2025 | Feb 17, 2026 |
| MATAURO, LLC | History | Added to | 6,500 | 652 | 0.1% | 0.1% | 774 | +355 | 5.78% | Q4 2025 | Jan 16, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 6,457 | 648 | 0.6% | — | 775 | +6,457 | New | Q4 2025 | Feb 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 6,408 | 643 | 0.02% | 0.01% | 776 | +975 | 17.95% | Q4 2025 | Jan 29, 2026 |
| Intelligent Financial Strategies | History | Added to | 6,373 | 639 | 0.31% | 0.28% | 777 | +618 | 10.74% | Q4 2025 | Jan 26, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 6,357 | 638 | 0.12% | 0.26% | 778 | -5,724 | -47.38% | Q4 2025 | Jan 27, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 6,351 | 637 | 0.09% | 0.12% | 779 | -1,837 | -22.44% | Q4 2025 | Feb 10, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | New | 6,250 | 627 | 0.61% | — | 781 | +6,250 | New | Q4 2025 | Mar 27, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 6,248 | 627 | 0.1% | — | 780 | +6,248 | New | Q4 2025 | Feb 18, 2026 |
| MANCHESTER FINANCIAL INC | History | New | 6,244 | 626 | 0.12% | — | 782 | +6,244 | New | Q4 2025 | Feb 12, 2026 |
| New Millennium Group LLC | History | Reduced | 6,220 | 624 | 0.27% | 0.63% | 783 | -7,569 | -54.89% | Q4 2025 | Feb 06, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 6,122 | 614 | 0.08% | 0.09% | 784 | -956 | -13.51% | Q4 2025 | Jan 14, 2026 |
| Optivise Advisory Services LLC | History | Added to | 6,119 | 614 | 0.35% | 0.34% | 785 | +352 | 6.1% | Q4 2025 | Jan 12, 2026 |
| GREENWOOD GEARHART INC | History | No change | 6,100 | 612 | 0.03% | 0.04% | 786 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 6,060 | 608 | 0.0% | 0.0% | 787 | -8,875 | -59.42% | Q4 2025 | Feb 12, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 6,040 | 606 | 0.33% | 0.16% | 788 | +3,177 | 110.97% | Q4 2025 | Feb 10, 2026 |
| Brown Miller Wealth Management, LLC | History | Reduced | 6,008 | 603 | 0.17% | 0.23% | 790 | -2,082 | -25.74% | Q4 2025 | Jan 23, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 6,011 | 603 | 0.02% | 0.02% | 789 | +708 | 13.35% | Q4 2025 | Feb 17, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Reduced | 6,000 | 602 | 0.08% | 0.25% | 791 | -9,900 | -62.26% | Q4 2025 | Feb 13, 2026 |
| LJI Wealth Management, LLC | History | Added to | 6,000 | 602 | 0.09% | 0.07% | 792 | +2,000 | 50.0% | Q4 2025 | Feb 03, 2026 |
| Traynor Capital Management, Inc. | History | New | 5,985 | 600 | 0.03% | — | 793 | +5,985 | New | Q4 2025 | Jan 12, 2026 |
| Regency Capital Management Inc.\DE | History | Added to | 5,940 | 596 | 0.25% | 0.25% | 794 | +650 | 12.29% | Q4 2025 | Feb 11, 2026 |
| Centennial Wealth Advisory LLC | History | New | 5,901 | 592 | 0.16% | — | 796 | +5,901 | New | Q4 2025 | Jan 14, 2026 |
| Element Wealth, LLC | History | Added to | 5,907 | 592 | 0.24% | 0.26% | 795 | +2 | 0.03% | Q4 2025 | Feb 13, 2026 |
| KDT Advisors, LLC | History | No change | 5,900 | 592 | 0.83% | 0.87% | 797 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,891 | 591 | 0.0% | — | 798 | +5,891 | New | Q4 2025 | Feb 18, 2026 |
| Texas Yale Capital Corp. | History | No change | 5,875 | 589 | 0.02% | 0.02% | 799 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Added to | 5,861 | 588 | 0.53% | 0.52% | 800 | +214 | 3.79% | Q4 2025 | Jan 23, 2026 |