SPDR SERIES TRUST - SPYM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Betterment LLC | History | Added to | 83,585,842 | 6,705,256 | 12.77% | 12.16% | 1 | +5,039,605 | 6.42% | Q4 2025 | Feb 12, 2026 |
| USS Investment Management Ltd | History | No change | 66,398,232 | 5,326,798 | 24.76% | 23.66% | 2 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 57,574,162 | 4,618,604 | 2.82% | 2.7% | 3 | +6,591,558 | 12.93% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 53,847,867 | 4,319,675 | 0.31% | 0.35% | 4 | -11,593,314 | -17.72% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 51,511,055 | 4,132,216 | 1.13% | 1.11% | 5 | +3,050,730 | 6.3% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 32,800,149 | 2,631,227 | 1.88% | 1.92% | 6 | +770,462 | 2.41% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 30,855,614 | 2,475,237 | 0.15% | 0.07% | 7 | +16,607,351 | 116.56% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,891,359 | 1,435,244 | 0.43% | 0.38% | 8 | +1,022,371 | 6.06% | Q4 2025 | Feb 10, 2026 |
| NATIXIS | History | New | 16,433,000 | 1,329,183 | 4.72% | — | 9 | +16,433,000 | New | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 10,606,949 | 850,889 | 0.13% | 0.13% | 10 | +28,212 | 0.27% | Q4 2025 | Feb 19, 2026 |
| CWM, LLC | History | Added to | 10,359,261 | 831,020 | 2.25% | 2.35% | 11 | +400,292 | 4.02% | Q4 2025 | Jan 26, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 9,989,832 | 801,384 | 4.17% | 4.32% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 9,536,000 | 764,977 | 5.61% | 5.67% | 13 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 9,113,267 | 731,066 | 0.09% | 0.08% | 14 | +763,231 | 9.14% | Q4 2025 | Mar 25, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 8,461,033 | 678,744 | 0.04% | 0.04% | 15 | +213,761 | 2.59% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,471,643 | 599,423 | 0.88% | 0.94% | 16 | -1,318,338 | -15.0% | Q4 2025 | Feb 17, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 7,449,848 | 597,626 | 3.67% | 3.76% | 17 | -221,438 | -2.89% | Q4 2025 | Feb 17, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 6,194,274 | 496,904 | 21.07% | 25.78% | 18 | -1,390,160 | -18.33% | Q4 2025 | Jan 06, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,123,760 | 491,248 | 4.81% | 4.78% | 19 | +179,193 | 3.01% | Q4 2025 | Feb 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 5,951,853 | 477,457 | 30.62% | 29.99% | 20 | +303,212 | 5.37% | Q4 2025 | Jan 20, 2026 |
| TIG Advisors, LLC | History | Added to | 5,946,012 | 476,980 | 22.1% | 27.57% | 21 | +17,335 | 0.29% | Q4 2025 | Feb 17, 2026 |
| GREENLEAF TRUST | History | Added to | 5,464,262 | 438,343 | 4.02% | 0.31% | 22 | +5,032,883 | 1166.7% | Q4 2025 | Jan 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,451,039 | 437,248 | 0.1% | 0.08% | 23 | +817,009 | 17.63% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 5,445,584 | 436,844 | 3.32% | 3.3% | 24 | +486,375 | 9.81% | Q4 2025 | Jan 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 5,071,162 | 406,808 | 0.41% | 0.05% | 25 | +4,443,717 | 708.22% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 5,067,054 | 406,479 | 0.77% | 0.75% | 26 | +73,227 | 1.47% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 4,917,441 | 394,477 | 8.4% | 8.04% | 27 | +362,532 | 7.96% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 4,808,867 | 385,767 | 1.81% | 1.69% | 28 | +427,951 | 9.77% | Q4 2025 | Feb 17, 2026 |
| GM Advisory Group, LLC | History | Added to | 4,745,143 | 380,655 | 14.91% | 15.19% | 29 | +185,616 | 4.07% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,608,449 | 369,689 | 0.12% | 0.12% | 30 | -73,169 | -1.56% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 4,431,369 | 355,476 | 0.39% | 0.38% | 31 | +216,006 | 5.12% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,330,088 | 347,359 | 6.82% | 7.01% | 32 | +35,274 | 0.82% | Q4 2025 | Jan 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,274,627 | 342,910 | 0.38% | 0.34% | 33 | +423,754 | 11.0% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,096,080 | 328,587 | 0.21% | 0.2% | 34 | +308,741 | 8.15% | Q4 2025 | Feb 10, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 4,091,668 | 328,233 | 2.64% | 2.62% | 35 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Gradient Investments LLC | History | Added to | 4,039,470 | 324,046 | 5.14% | 4.9% | 36 | +289,798 | 7.73% | Q4 2025 | Jan 08, 2026 |
| Kedalion Capital Management LLP | History | Reduced | 3,840,000 | 308,044 | 7.56% | 37.91% | 37 | -9,044,000 | -70.2% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,816,895 | 306,191 | 9.32% | 8.77% | 38 | -21,129 | -0.55% | Q4 2025 | Feb 11, 2026 |
| NorthRock Partners, LLC | History | Added to | 3,809,436 | 305,593 | 5.16% | 5.23% | 39 | +111,691 | 3.02% | Q4 2025 | Feb 17, 2026 |
| Stadion Money Management, LLC | History | Reduced | 3,793,589 | 304,321 | 24.67% | 24.52% | 40 | -125,770 | -3.21% | Q4 2025 | Feb 17, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 3,610,494 | 295,338 | 19.9% | 0.2% | 41 | +3,577,727 | 10918.69% | Q4 2025 | Feb 13, 2026 |
| Norinchukin Bank, The | History | No change | 3,511,270 | 281,674 | 3.28% | 3.69% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,510,130 | 281,582 | 0.05% | 0.05% | 43 | +184,119 | 5.54% | Q4 2025 | Feb 13, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 3,471,741 | 278,503 | 1.94% | 1.52% | 44 | +793,178 | 29.61% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,324,859 | 270,701 | 0.37% | 0.38% | 45 | +146,531 | 4.61% | Q4 2025 | Jan 08, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 3,249,653 | 260,687 | 10.91% | 10.59% | 46 | +135,681 | 4.36% | Q4 2025 | Feb 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 3,241,367 | 260,022 | 0.37% | 0.28% | 47 | +766,257 | 30.96% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 3,233,690 | 259,406 | 0.53% | 0.54% | 48 | +43,978 | 1.38% | Q4 2025 | Jan 23, 2026 |
| Composition Wealth, LLC | History | Added to | 3,199,150 | 256,635 | 3.68% | 3.28% | 49 | +402,945 | 14.41% | Q4 2025 | Feb 02, 2026 |
| Mizuho Bank, Ltd. | History | Added to | 3,170,000 | 254,297 | 30.26% | 9.48% | 50 | +2,080,000 | 190.83% | Q4 2025 | Feb 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,885,251 | 231,454 | 0.64% | 0.66% | 51 | +213,100 | 7.97% | Q4 2025 | Jan 26, 2026 |
| STATE STREET CORP | History | Added to | 2,701,855 | 216,742 | 0.01% | 0.0% | 52 | +1,133,005 | 72.22% | Q4 2025 | Feb 13, 2026 |
| SCS Capital Management LLC | History | Added to | 2,627,987 | 210,817 | 2.23% | 2.18% | 53 | +74,299 | 2.91% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,460,143 | 197,352 | 0.72% | 0.77% | 54 | +293,045 | 13.52% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,403,367 | 192,798 | 0.47% | 0.43% | 55 | +334,337 | 16.16% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,368,026 | 189,963 | 3.37% | 4.01% | 56 | +83,430 | 3.65% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,326,183 | 186,607 | 0.03% | — | 57 | +2,326,183 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 2,316,179 | 185,833 | 0.22% | 0.22% | 58 | +179,393 | 8.4% | Q4 2025 | Feb 13, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 2,297,743 | 184,324 | 24.57% | 27.08% | 59 | -2,291 | -0.1% | Q4 2025 | Jan 09, 2026 |
| Larson Financial Group LLC | History | Added to | 2,282,787 | 183,125 | 6.09% | 5.69% | 60 | +204,057 | 9.82% | Q4 2025 | Feb 06, 2026 |
| SPINNAKER TRUST | History | Added to | 2,166,677 | 173,810 | 9.3% | 9.24% | 61 | +41,590 | 1.96% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 2,137,148 | 171,442 | 0.45% | 0.66% | 62 | -909,406 | -29.85% | Q4 2025 | Feb 05, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Added to | 2,102,500 | 168,662 | 5.02% | 4.43% | 63 | +802,500 | 61.73% | Q4 2025 | Feb 13, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 2,071,057 | 166,140 | 7.8% | 6.65% | 64 | +12,401 | 0.6% | Q4 2025 | Jan 15, 2026 |
| UBS Group AG | History | Reduced | 2,051,846 | 164,599 | 0.03% | 0.03% | 65 | -105,608 | -4.9% | Q4 2025 | Jan 29, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 1,997,722 | 160,257 | 13.04% | 12.91% | 66 | +249,716 | 14.29% | Q4 2025 | Feb 04, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 1,933,836 | 155,132 | 20.11% | 19.81% | 67 | +71,107 | 3.82% | Q4 2025 | Feb 05, 2026 |
| VICUS CAPITAL | History | Added to | 1,811,141 | 145,293 | 10.9% | 8.49% | 68 | +392,593 | 27.68% | Q4 2025 | Jan 22, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 1,797,996 | 144,235 | 24.46% | 22.21% | 69 | +139,774 | 8.43% | Q4 2025 | Jan 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 1,771,500 | 142,109 | 0.2% | 0.36% | 70 | -1,311,800 | -42.55% | Q4 2025 | Feb 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 1,744,238 | 139,922 | 8.37% | 7.29% | 71 | +139,207 | 8.67% | Q4 2025 | Jan 20, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 1,705,726 | 136,833 | 7.25% | 7.71% | 72 | -54,221 | -3.08% | Q4 2025 | Feb 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 1,687,147 | 135,343 | 2.6% | 2.65% | 73 | -2,144 | -0.13% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,620,149 | 129,968 | 0.93% | 0.72% | 74 | +354,527 | 28.01% | Q4 2025 | Feb 13, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 1,613,586 | 129,441 | 4.52% | 4.61% | 75 | -59,149 | -3.54% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,429,104 | 114,642 | 0.66% | 0.72% | 76 | -13,518 | -0.94% | Q4 2025 | Jan 26, 2026 |
| World Investment Advisors | History | Added to | 1,331,691 | 106,828 | 1.73% | 1.98% | 77 | +94,133 | 7.61% | Q4 2025 | Mar 12, 2026 |
| Revere Asset Management, Inc | History | Added to | 1,282,605 | 102,890 | 36.21% | 33.92% | 78 | +135,147 | 11.78% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,255,872 | 100,746 | 0.13% | 0.15% | 79 | -183,428 | -12.74% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,249,128 | 100,205 | 1.13% | 0.9% | 80 | +274,020 | 28.1% | Q4 2025 | Jan 20, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,235,781 | 99,134 | 1.63% | 1.7% | 81 | +287 | 0.02% | Q4 2025 | Feb 05, 2026 |
| Ascent Group, LLC | History | Reduced | 1,225,539 | 98,312 | 3.36% | 3.79% | 82 | -141,227 | -10.33% | Q4 2025 | Jan 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,177,467 | 94,456 | 0.39% | 0.44% | 83 | -42,378 | -3.47% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,170,521 | 93,899 | 0.14% | 0.14% | 84 | +100,017 | 9.34% | Q4 2025 | Feb 18, 2026 |
| Crews Bank & Trust | History | Added to | 1,136,405 | 91,162 | 13.05% | 12.55% | 85 | +41,515 | 3.79% | Q4 2025 | Jan 21, 2026 |
| Austin Private Wealth, LLC | History | Added to | 1,133,896 | 90,961 | 6.76% | 6.61% | 86 | +21,230 | 1.91% | Q4 2025 | Jan 20, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 1,130,317 | 90,674 | 1.08% | 0.81% | 87 | -22,562 | -1.96% | Q4 2025 | Feb 13, 2026 |
| KWB Wealth | History | Added to | 1,113,942 | 89,360 | 8.46% | 8.02% | 88 | +115,164 | 11.53% | Q4 2025 | Jan 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 1,112,501 | 89,245 | 2.5% | 1.53% | 89 | +801,849 | 258.12% | Q4 2025 | Feb 10, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 1,089,630 | 87,410 | 6.41% | 10.5% | 90 | -465,503 | -29.93% | Q4 2025 | Feb 02, 2026 |
| Brown Financial Advisory | History | Added to | 1,056,203 | 84,728 | 42.82% | 42.08% | 91 | +30,392 | 2.96% | Q4 2025 | Jan 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 1,033,682 | 82,921 | 3.02% | 3.07% | 92 | -5,551 | -0.53% | Q4 2025 | Feb 02, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 1,030,149 | 82,638 | 40.0% | 40.08% | 93 | -2,535 | -0.25% | Q4 2025 | Jan 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,018,422 | 81,698 | 0.69% | 0.57% | 94 | +83,717 | 8.96% | Q4 2025 | Jan 05, 2026 |
| Intrua Financial, LLC | History | Added to | 983,305 | 78,880 | 8.32% | 7.82% | 95 | +63,766 | 6.93% | Q4 2025 | Feb 05, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 971,008 | 77,894 | 3.03% | 2.84% | 96 | +66,125 | 7.31% | Q4 2025 | Jan 29, 2026 |
| One Day In July LLC | History | Added to | 969,305 | 77,757 | 6.39% | 5.91% | 97 | +77,689 | 8.71% | Q4 2025 | Feb 04, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 951,414 | 76,322 | 4.02% | 4.05% | 98 | +4,731 | 0.5% | Q4 2025 | Jan 23, 2026 |
| Modern Wealth Management, LLC | History | Added to | 950,070 | 76,214 | 1.39% | 1.16% | 99 | +202,324 | 27.06% | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 76,049 | 76,049 | 0.04% | — | 100 | +76,049 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 935,150 | 75,017 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 905,147 | 72,610 | 5.37% | 6.26% | 102 | +10,303 | 1.15% | Q4 2025 | Jan 28, 2026 |
| Penserra Capital Management LLC | History | Reduced | 904,560 | 72,563 | 0.86% | 1.11% | 103 | -282,114 | -23.77% | Q4 2025 | Feb 12, 2026 |
| Eagle Strategies LLC | History | Added to | 891,706 | 71,532 | 9.14% | 9.34% | 104 | +363 | 0.04% | Q4 2025 | Jan 23, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 889,500 | 71,355 | 16.3% | 16.34% | 105 | -33,400 | -3.62% | Q4 2025 | Feb 12, 2026 |
| Allen Capital Group, LLC | History | Reduced | 888,348 | 71,263 | 6.53% | 6.71% | 106 | -19,314 | -2.13% | Q4 2025 | Feb 09, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 882,936 | 70,829 | 16.46% | 13.14% | 107 | +8,215 | 0.94% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 879,835 | 70,580 | 0.01% | 0.01% | 108 | -85,622 | -8.87% | Q4 2025 | Feb 17, 2026 |
| TAIYO LIFE INSURANCE CO | History | No change | 855,500 | 68,628 | 5.87% | 5.87% | 109 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 844,830 | 67,772 | 2.47% | 2.99% | 110 | +33,928 | 4.18% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 833,868 | 66,892 | 1.03% | 1.2% | 111 | -99,263 | -10.64% | Q4 2025 | Feb 12, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 831,668 | 66,716 | 15.2% | 15.25% | 112 | +55,915 | 7.21% | Q4 2025 | Jan 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 831,519 | 66,704 | 2.14% | 1.79% | 113 | +42,671 | 5.41% | Q4 2025 | Jan 09, 2026 |
| Solitude Financial Services | History | Added to | 829,478 | 66,540 | 21.94% | 21.34% | 114 | +33,655 | 4.23% | Q4 2025 | Jan 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 824,478 | 66,139 | 4.83% | 4.76% | 115 | +20,272 | 2.52% | Q4 2025 | Feb 10, 2026 |
| O'Brien Wealth Partners LLC | History | Reduced | 812,351 | 65,166 | 8.62% | 8.68% | 116 | -5,715 | -0.7% | Q4 2025 | Jan 22, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 812,288 | 65,161 | 7.55% | 7.66% | 117 | -2,187 | -0.27% | Q4 2025 | Feb 10, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 810,575 | 65,024 | 13.7% | 13.99% | 118 | -1,098 | -0.14% | Q4 2025 | Jan 29, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 803,731 | 64,475 | 5.13% | 5.45% | 119 | +36,803 | 4.8% | Q4 2025 | Jan 13, 2026 |
| Stone House Investment Management, LLC | History | New | 797,710 | 63,992 | 9.93% | — | 120 | +797,710 | New | Q4 2025 | Jan 21, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Added to | 795,893 | 63,846 | 16.92% | 18.53% | 121 | +333 | 0.04% | Q4 2025 | Jan 12, 2026 |
| Detalus Advisors, LLC | History | Added to | 795,620 | 63,824 | 15.56% | 15.31% | 122 | +40,779 | 5.4% | Q4 2025 | Feb 03, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 778,986 | 62,490 | 19.31% | 19.16% | 123 | +17,118 | 2.25% | Q4 2025 | Feb 12, 2026 |
| Auour Investments LLC | History | Reduced | 776,908 | 62,323 | 19.83% | 20.96% | 124 | -44,794 | -5.45% | Q4 2025 | Jan 12, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 766,919 | 61,522 | 0.49% | 0.33% | 125 | -27,654 | -3.48% | Q4 2025 | Feb 13, 2026 |
| ODonnell Financial Services, LLC | History | Added to | 766,923 | 61,522 | 21.03% | 21.18% | 126 | +6,873 | 0.9% | Q4 2025 | Jan 29, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | Reduced | 761,515 | 61,088 | 21.65% | 22.34% | 127 | -12,651 | -1.63% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 744,242 | 59,703 | 1.54% | 1.61% | 128 | -7,417 | -0.99% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Group, LLC | History | Added to | 743,023 | 59,605 | 28.59% | 28.47% | 129 | +12,676 | 1.74% | Q4 2025 | Jan 12, 2026 |
| New Perspectives, Inc | History | Added to | 735,219 | 58,979 | 20.45% | 25.62% | 130 | +4,532 | 0.62% | Q4 2025 | Jan 28, 2026 |
| Americana Partners, LLC | History | Reduced | 733,516 | 58,842 | 1.62% | 1.89% | 131 | -66,558 | -8.32% | Q4 2025 | Feb 06, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 732,162 | 58,734 | 2.37% | 2.4% | 132 | -22,635 | -3.0% | Q4 2025 | Feb 09, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 720,187 | 57,773 | 4.02% | 4.05% | 133 | +5,795 | 0.81% | Q4 2025 | Jan 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 718,479 | 57,636 | 2.66% | 2.6% | 134 | +89,425 | 14.22% | Q4 2025 | Feb 05, 2026 |
| HM PAYSON & CO | History | Added to | 711,999 | 57,116 | 0.81% | 0.79% | 135 | +11,839 | 1.69% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 700,995 | 55,749 | 0.17% | 0.17% | 136 | +11,747 | 1.7% | Q4 2025 | Feb 10, 2026 |
| WBH ADVISORY INC | History | Added to | 692,609 | 55,561 | 4.11% | 3.81% | 137 | +54,970 | 8.62% | Q4 2025 | Jan 26, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 679,588 | 54,920 | 0.1% | 0.1% | 138 | +13,963 | 2.1% | Q4 2025 | Feb 05, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 684,287 | 54,893 | 4.48% | 4.07% | 139 | +84,890 | 14.16% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | Added to | 676,211 | 54,245 | 0.06% | 0.03% | 140 | +433,323 | 178.4% | Q4 2025 | Feb 13, 2026 |
| Tull Financial Group, Inc. | History | Added to | 671,395 | 53,859 | 23.07% | 22.99% | 141 | +6,798 | 1.02% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 670,081 | 53,753 | 0.58% | 0.64% | 142 | +128,777 | 23.79% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 664,814 | 53,331 | 1.08% | 1.2% | 143 | -7,957 | -1.18% | Q4 2025 | Feb 09, 2026 |
| Procyon Advisors, LLC | History | Added to | 656,464 | 52,661 | 2.6% | 2.22% | 144 | +178,461 | 37.33% | Q4 2025 | Jan 07, 2026 |
| Global View Capital Management LLC | History | Added to | 649,985 | 52,141 | 9.72% | 10.22% | 145 | +35,546 | 5.79% | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 649,465 | 52,100 | 0.17% | 0.15% | 146 | +61,359 | 10.43% | Q4 2025 | Feb 02, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 643,969 | 51,929 | 6.76% | 7.05% | 147 | -19,257 | -2.9% | Q4 2025 | Jan 23, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 645,628 | 51,792 | 0.95% | 1.11% | 148 | -27,238 | -4.05% | Q4 2025 | Jan 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 628,962 | 50,455 | 0.01% | 0.01% | 149 | +105,109 | 20.06% | Q4 2025 | Feb 10, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 626,996 | 50,297 | 21.55% | 22.97% | 150 | +4,851 | 0.78% | Q4 2025 | Jan 21, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 613,111 | 49,183 | 1.86% | 1.94% | 151 | -28,839 | -4.49% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Reduced | 605,575 | 48,579 | 0.56% | 0.59% | 152 | -23,126 | -3.68% | Q4 2025 | Jan 15, 2026 |
| PSI Advisors, LLC | History | Added to | 604,159 | 48,465 | 12.17% | 11.89% | 153 | +14,917 | 2.53% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 602,166 | 48,305 | 2.51% | 2.51% | 154 | +22,740 | 3.92% | Q4 2025 | Feb 05, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 601,095 | 48,219 | 13.75% | 11.15% | 155 | +140,053 | 30.38% | Q4 2025 | Feb 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 596,970 | 47,888 | 3.24% | 0.24% | 156 | +552,885 | 1254.13% | Q4 2025 | Jan 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 595,620 | 47,780 | 0.02% | 0.02% | 157 | -4,478 | -0.75% | Q4 2025 | Feb 02, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 592,838 | 47,557 | 20.59% | 20.84% | 158 | +11,927 | 2.05% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 583,941 | 46,843 | 0.32% | 0.31% | 159 | +48,593 | 9.08% | Q4 2025 | Feb 17, 2026 |
| One Wealth Advisors, LLC | History | Added to | 581,253 | 46,628 | 5.7% | 5.61% | 160 | +10,164 | 1.78% | Q4 2025 | Feb 02, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 580,485 | 46,566 | 3.53% | 3.66% | 161 | +1,569 | 0.27% | Q4 2025 | Jan 09, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 578,665 | 46,420 | 4.42% | 4.42% | 162 | -6,707 | -1.15% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 576,825 | 46,272 | 0.37% | 0.45% | 163 | -337 | -0.06% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 558,238 | 44,781 | 0.25% | 0.26% | 164 | +17,161 | 3.17% | Q4 2025 | Feb 03, 2026 |
| Petix & Botte Co | History | Added to | 558,055 | 44,767 | 10.16% | 8.57% | 165 | +83,873 | 17.69% | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 552,035 | 44,284 | 1.08% | 1.08% | 166 | +9,059 | 1.67% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 551,439 | 44,236 | 0.99% | 1.17% | 167 | -21,354 | -3.73% | Q4 2025 | Feb 06, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 541,279 | 43,421 | 4.04% | 3.69% | 168 | +64,335 | 13.49% | Q4 2025 | Feb 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 540,842 | 43,386 | 2.05% | 2.06% | 169 | -62,617 | -10.38% | Q4 2025 | Jan 21, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 535,188 | 42,932 | 0.01% | 0.0% | 170 | +217,378 | 68.4% | Q4 2025 | Feb 12, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 532,188 | 42,692 | 13.35% | 13.64% | 171 | +6,253 | 1.19% | Q4 2025 | Jan 12, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 530,805 | 42,581 | 4.15% | 4.42% | 172 | -33,262 | -5.9% | Q4 2025 | Jan 20, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 524,092 | 42,042 | 12.24% | 12.74% | 173 | +6,952 | 1.34% | Q4 2025 | Jan 20, 2026 |
| Keystone Financial Group | History | Added to | 523,900 | 42,027 | 3.11% | 3.09% | 174 | +7,243 | 1.4% | Q4 2025 | Feb 06, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 522,585 | 41,921 | 3.33% | 2.81% | 175 | +92,425 | 21.49% | Q4 2025 | Feb 04, 2026 |
| SOL Capital Management CO | History | Reduced | 519,146 | 41,646 | 3.74% | 4.38% | 176 | -104,168 | -16.71% | Q4 2025 | Jan 30, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 513,392 | 41,184 | 6.4% | 6.52% | 177 | -10,277 | -1.96% | Q4 2025 | Jan 23, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 508,404 | 40,784 | 11.31% | 11.21% | 178 | +9,192 | 1.84% | Q4 2025 | Jan 23, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 505,783 | 40,573 | 5.64% | 5.08% | 179 | +96,299 | 23.52% | Q4 2025 | Jan 21, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 496,741 | 40,563 | 21.56% | 23.17% | 180 | -184,952 | -27.13% | Q4 2025 | Jan 13, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 505,571 | 40,556 | 14.7% | 15.24% | 181 | +24,590 | 5.11% | Q4 2025 | Jan 15, 2026 |
| NICOLET BANKSHARES INC | History | New | 500,712 | 40,167 | 6.44% | — | 182 | +500,712 | New | Q4 2025 | Feb 09, 2026 |
| Crown Wealth Group, LLC | History | Added to | 494,893 | 39,700 | 11.09% | 11.35% | 183 | +12,567 | 2.61% | Q4 2025 | Jan 28, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 492,086 | 39,475 | 2.81% | 2.6% | 184 | -1,641 | -0.33% | Q4 2025 | Jan 14, 2026 |
| Bricktown Capital, LLC | History | No change | 491,750 | 39,448 | 6.64% | 6.35% | 185 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Security Financial Services, INC. | History | Added to | 485,406 | 38,939 | 6.11% | 6.01% | 186 | +10,828 | 2.28% | Q4 2025 | Jan 27, 2026 |
| Financial Insights, Inc. | History | Added to | 484,113 | 38,835 | 13.02% | 12.1% | 187 | +17,701 | 3.8% | Q4 2025 | Mar 31, 2026 |
| Compass Financial Services Inc | History | Added to | 477,690 | 38,320 | 16.52% | 16.4% | 188 | +4,633 | 0.98% | Q4 2025 | Feb 27, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 473,455 | 37,980 | 20.28% | 20.48% | 189 | +7,331 | 1.57% | Q4 2025 | Jan 29, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 459,900 | 36,893 | 0.63% | 0.77% | 190 | -125,000 | -21.37% | Q4 2025 | Jan 16, 2026 |
| BlackRock, Inc. | History | Added to | 459,713 | 36,878 | 0.0% | 0.0% | 191 | +328,802 | 251.16% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 456,531 | 36,622 | 0.2% | 0.19% | 192 | -47,197 | -9.37% | Q4 2025 | Jan 29, 2026 |
| Mueller Wealth, LLC | History | New | 455,796 | 36,563 | 30.26% | — | 193 | +455,796 | New | Q4 2025 | Feb 10, 2026 |
| PFG Advisors | History | Added to | 452,727 | 36,317 | 1.76% | 1.15% | 194 | +94,946 | 26.54% | Q4 2025 | Jan 27, 2026 |
| Richmond Investment Services, LLC | History | Added to | 451,131 | 36,189 | 6.26% | 6.06% | 195 | +35,386 | 8.51% | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 448,229 | 35,956 | 0.89% | 1.2% | 196 | -142,097 | -24.07% | Q4 2025 | Feb 09, 2026 |
| Ridgeline Wealth Planning, LLC | History | Added to | 448,029 | 35,940 | 25.65% | 26.09% | 197 | +4,556 | 1.03% | Q4 2025 | Feb 03, 2026 |
| Bauman Advisory Group, LLC | History | New | 445,771 | 35,759 | 28.82% | — | 199 | +445,771 | New | Q4 2025 | Feb 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 445,773 | 35,759 | 0.29% | 0.32% | 198 | +878 | 0.2% | Q4 2025 | Jan 26, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 445,100 | 35,705 | 0.01% | 0.01% | 200 | -161,439 | -26.62% | Q4 2025 | Feb 17, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 440,475 | 35,334 | 14.32% | 14.95% | 201 | +3,119 | 0.71% | Q4 2025 | Jan 22, 2026 |
| LVW Advisors, LLC | History | Added to | 434,372 | 34,845 | 3.53% | 2.36% | 202 | +139,391 | 47.25% | Q4 2025 | Jan 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 428,624 | 34,384 | 0.26% | 0.28% | 203 | -20,533 | -4.57% | Q4 2025 | Feb 12, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 423,839 | 34,026 | 5.13% | 4.92% | 204 | +12,474 | 3.03% | Q4 2025 | Jan 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 415,737 | 33,350 | 4.64% | 4.5% | 205 | +12,060 | 2.99% | Q4 2025 | Jan 29, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 413,637 | 33,181 | 2.02% | 2.05% | 206 | +4,128 | 1.01% | Q4 2025 | Feb 18, 2026 |
| Leo Wealth, LLC | History | New | 412,887 | 33,152 | 2.4% | — | 207 | +412,887 | New | Q4 2025 | Jan 21, 2026 |
| Carnegie Investment Counsel | History | Added to | 412,877 | 33,120 | 0.61% | 0.59% | 208 | +14,903 | 3.74% | Q4 2025 | Jan 23, 2026 |
| Hills Bank & Trust Co | History | Added to | 410,873 | 32,960 | 1.92% | 1.64% | 209 | +55,384 | 15.58% | Q4 2025 | Feb 05, 2026 |
| Macco Financial Group, Inc. | History | New | 409,872 | 32,879 | 28.26% | — | 210 | +409,872 | New | Q4 2025 | Feb 24, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 409,641 | 32,861 | 4.69% | 4.43% | 211 | +28,424 | 7.46% | Q4 2025 | Jan 26, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 407,093 | 32,657 | 7.19% | 7.26% | 212 | -58 | -0.01% | Q4 2025 | Feb 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 406,955 | 32,645 | 0.03% | — | 213 | +406,955 | New | Q4 2025 | Feb 12, 2026 |
| Scarborough Advisors, LLC | History | Added to | 399,204 | 32,024 | 5.41% | 5.42% | 214 | +6,673 | 1.7% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 395,328 | 31,713 | 0.02% | 0.02% | 215 | -3,900 | -0.98% | Q4 2025 | Feb 13, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 380,530 | 30,754 | 0.05% | 0.05% | 216 | +41,390 | 12.2% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 381,223 | 30,581 | 0.22% | 0.21% | 217 | +40,618 | 11.93% | Q4 2025 | Feb 12, 2026 |
| Segment Wealth Management, LLC | History | Added to | 372,711 | 29,898 | 1.73% | 1.39% | 218 | +76,400 | 25.78% | Q4 2025 | Jan 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 367,791 | 29,504 | 1.37% | 1.35% | 219 | +12,503 | 3.52% | Q4 2025 | Feb 13, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 367,295 | 29,464 | 4.08% | 4.12% | 220 | +45,952 | 14.3% | Q4 2025 | Jan 14, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 364,129 | 29,210 | 13.14% | 12.85% | 221 | +14,468 | 4.14% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Reduced | 363,942 | 29,195 | 0.04% | 0.05% | 222 | -19,683 | -5.13% | Q4 2025 | Feb 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 362,880 | 29,121 | 1.41% | 0.15% | 223 | +330,460 | 1019.31% | Q4 2025 | Jan 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 362,274 | 29,061 | 0.95% | 0.94% | 224 | +13,035 | 3.73% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 360,601 | 28,927 | 0.01% | 0.01% | 225 | +88,570 | 32.56% | Q4 2025 | Feb 12, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 356,488 | 28,597 | 13.54% | 6.7% | 226 | +16,516 | 4.86% | Q4 2025 | Feb 06, 2026 |
| HUB Investment Partners, LLC | History | Added to | 355,786 | 28,541 | 0.74% | 0.9% | 227 | +10,887 | 3.16% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 355,367 | 28,507 | 2.14% | 1.82% | 228 | +53,366 | 17.67% | Q4 2025 | Jan 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 351,300 | 28,181 | 0.32% | 0.22% | 229 | +189,575 | 117.22% | Q4 2025 | Jan 29, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 346,550 | 27,800 | 13.76% | — | 230 | +346,550 | New | Q4 2025 | Feb 25, 2026 |
| RFG Advisory, LLC | History | Reduced | 345,088 | 27,682 | 0.52% | 0.57% | 231 | -7,028 | -2.0% | Q4 2025 | Feb 03, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 344,543 | 27,639 | 3.85% | 3.9% | 232 | -14,455 | -4.03% | Q4 2025 | Jan 26, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 339,807 | 27,259 | 2.12% | 0.0% | 233 | +339,735 | 471854.17% | Q4 2025 | Jan 20, 2026 |
| Simplicity Wealth,LLC | History | Added to | 337,798 | 27,098 | 1.62% | 1.4% | 234 | +28,575 | 9.24% | Q4 2025 | Jan 30, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 337,687 | 27,089 | 1.77% | 1.75% | 235 | +11,353 | 3.48% | Q4 2025 | Jan 23, 2026 |
| Vivaldi Capital Management LP | History | Added to | 335,360 | 26,902 | 3.66% | 3.31% | 236 | +36,307 | 12.14% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 334,956 | 26,870 | 0.6% | 0.02% | 237 | +328,918 | 5447.47% | Q4 2025 | Feb 05, 2026 |
| NOVEM GROUP | History | Reduced | 334,859 | 26,862 | 3.09% | 3.24% | 238 | -18,516 | -5.24% | Q4 2025 | Jan 27, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 333,938 | 26,788 | 10.52% | 0.36% | 239 | +323,293 | 3037.04% | Q4 2025 | Feb 03, 2026 |
| Arvest Bank Trust Division | History | Added to | 333,517 | 26,754 | 1.45% | 0.58% | 240 | +199,397 | 148.67% | Q4 2025 | Feb 09, 2026 |
| POM Investment Strategies, LLC | History | Added to | 333,281 | 26,735 | 13.75% | 13.56% | 241 | +14,786 | 4.64% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 330,517 | 26,514 | 0.01% | 0.02% | 242 | +9,810 | 3.06% | Q4 2025 | Feb 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 330,468 | 26,510 | 0.36% | 0.35% | 243 | +99,221 | 42.91% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 329,149 | 26,404 | 0.02% | 0.02% | 244 | +7,432 | 2.31% | Q4 2025 | Feb 13, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 325,130 | 26,081 | 8.64% | 8.85% | 245 | -6,978 | -2.1% | Q4 2025 | Jan 22, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 324,040 | 25,994 | 3.14% | 3.15% | 246 | +4,061 | 1.27% | Q4 2025 | Jan 13, 2026 |
| West Wealth Group, LLC | History | Added to | 323,884 | 25,981 | 5.39% | 5.52% | 247 | +11,170 | 3.57% | Q4 2025 | Jan 26, 2026 |
| Maia Wealth LLC | History | Reduced | 323,300 | 25,915 | 4.42% | 4.9% | 248 | -39,871 | -10.98% | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 322,305 | 25,855 | 1.61% | 0.21% | 249 | +285,829 | 783.61% | Q4 2025 | Feb 11, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 322,251 | 25,850 | 14.05% | 14.37% | 250 | -4,062 | -1.24% | Q4 2025 | Feb 05, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 320,837 | 25,737 | 6.0% | 6.19% | 251 | -5,469 | -1.68% | Q4 2025 | Jan 16, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 320,790 | 25,733 | 8.45% | 8.56% | 252 | -14 | -0.0% | Q4 2025 | Feb 05, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 320,397 | 25,702 | 9.97% | 11.38% | 253 | +11,743 | 3.8% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Reduced | 318,642 | 25,561 | 0.15% | 0.18% | 254 | -50,762 | -13.74% | Q4 2025 | Feb 10, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 317,471 | 25,467 | 0.37% | 0.1% | 255 | +233,288 | 277.12% | Q4 2025 | Feb 12, 2026 |
| SYKON CAPITAL LLC | History | Added to | 315,691 | 25,324 | 8.13% | 8.21% | 256 | +1,500 | 0.48% | Q4 2025 | Feb 12, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 311,559 | 24,993 | 1.07% | 1.09% | 257 | -2,472 | -0.79% | Q4 2025 | Jan 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 310,786 | 24,931 | 0.01% | 0.01% | 258 | +42,733 | 15.94% | Q4 2025 | Feb 17, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 310,506 | 24,908 | 6.13% | 6.47% | 259 | -21,488 | -6.47% | Q4 2025 | Feb 11, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 309,089 | 24,795 | 2.75% | 2.87% | 260 | +7,246 | 2.4% | Q4 2025 | Feb 12, 2026 |
| Keel Point, LLC | History | Added to | 308,292 | 24,731 | 1.49% | 1.49% | 261 | +3 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CBM Financial, LLC | History | New | 303,077 | 24,473 | 16.62% | — | 262 | +303,077 | New | Q4 2025 | Feb 19, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 304,665 | 24,440 | 3.97% | 4.08% | 263 | +6,545 | 2.2% | Q4 2025 | Feb 11, 2026 |
| Stonebrook Private Inc. | History | Added to | 304,540 | 24,430 | 5.11% | 2.68% | 264 | +146,152 | 92.27% | Q4 2025 | Feb 11, 2026 |
| McMill Wealth Management | History | Reduced | 304,128 | 24,397 | 6.86% | 6.83% | 265 | -1,746 | -0.57% | Q4 2025 | Feb 23, 2026 |
| DAIDO LIFE INSURANCE CO | History | Added to | 300,182 | 24,081 | 3.39% | 1.74% | 266 | +145,397 | 93.93% | Q4 2025 | Feb 06, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 299,575 | 24,032 | 1.46% | 2.2% | 267 | -148,860 | -33.2% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 299,212 | 24,002 | 0.04% | 0.04% | 268 | -6,577 | -2.15% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Added to | 298,724 | 23,963 | 1.04% | 1.06% | 269 | +874 | 0.29% | Q4 2025 | Feb 10, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 297,116 | 23,834 | 1.24% | 1.25% | 270 | +6,612 | 2.28% | Q4 2025 | Mar 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 291,809 | 23,408 | 0.48% | 0.27% | 271 | +141,957 | 94.73% | Q4 2025 | Feb 03, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 290,173 | 23,277 | 13.13% | 13.25% | 272 | +1,045 | 0.36% | Q4 2025 | Jan 30, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 284,720 | 22,840 | 2.54% | 2.88% | 273 | +12,677 | 4.66% | Q4 2025 | Feb 11, 2026 |
| Clarus Group, Inc. | History | Reduced | 284,081 | 22,788 | 8.21% | 7.94% | 274 | -7,342 | -2.52% | Q4 2025 | Jan 16, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 282,374 | 22,652 | 15.26% | 14.7% | 275 | +6,498 | 2.36% | Q4 2025 | Jan 12, 2026 |
| Independent Advisor Alliance | History | Added to | 280,232 | 22,480 | 0.55% | 0.4% | 276 | +83,862 | 42.71% | Q4 2025 | Feb 04, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 276,516 | 22,182 | 5.76% | 5.63% | 277 | +1,096 | 0.4% | Q4 2025 | Feb 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 276,471 | 22,178 | 3.26% | 3.13% | 278 | +10,018 | 3.76% | Q4 2025 | Feb 10, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 274,562 | 22,025 | 15.67% | 15.68% | 279 | +10,138 | 3.83% | Q4 2025 | Jan 23, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 269,851 | 21,647 | 6.34% | 5.42% | 280 | +48,948 | 22.16% | Q4 2025 | Feb 13, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 269,002 | 21,579 | 2.51% | 2.61% | 281 | -10,491 | -3.75% | Q4 2025 | Jan 15, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 263,151 | 21,415 | 0.68% | 0.49% | 282 | +79,876 | 43.58% | Q4 2025 | Jan 23, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 266,614 | 21,387 | 7.41% | 7.26% | 283 | +13,822 | 5.47% | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 265,197 | 21,274 | 0.03% | 0.03% | 284 | +8,472 | 3.3% | Q4 2025 | Feb 02, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 264,331 | 21,204 | 1.13% | 1.46% | 285 | -126,362 | -32.34% | Q4 2025 | Feb 12, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 263,012 | 21,098 | 4.93% | 4.53% | 286 | +26,731 | 11.31% | Q4 2025 | Feb 05, 2026 |
| Wise Wealth Partners | History | Added to | 256,106 | 20,544 | 29.49% | 28.67% | 287 | +16,359 | 6.82% | Q4 2025 | Jan 29, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 253,869 | 20,365 | 15.31% | 14.96% | 288 | +163 | 0.06% | Q4 2025 | Jan 23, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 250,618 | 20,104 | 1.18% | 0.88% | 289 | -7,018 | -2.72% | Q4 2025 | Jan 30, 2026 |
| Focus Financial Network, Inc. | History | Added to | 248,554 | 19,938 | 0.69% | 0.63% | 290 | +21,858 | 9.64% | Q4 2025 | Jan 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 248,410 | 19,927 | 0.02% | 0.06% | 291 | -415,273 | -62.57% | Q4 2025 | Jan 30, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 248,277 | 19,916 | 2.23% | 2.16% | 292 | +6,759 | 2.8% | Q4 2025 | Jan 22, 2026 |
| Investors Research Corp | History | Added to | 248,254 | 19,914 | 3.65% | 3.5% | 293 | +7,063 | 2.93% | Q4 2025 | Jan 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 260,321 | 19,759 | 0.03% | 0.03% | 294 | +8,352 | 3.31% | Q4 2025 | Mar 09, 2026 |
| TABLEAUX LLC | History | Reduced | 242,920 | 19,592 | 13.87% | 14.7% | 295 | -225,843 | -48.18% | Q4 2025 | Feb 17, 2026 |
| Luken Investment Analytics, LLC | History | Added to | 240,385 | 19,283 | 7.61% | 7.29% | 296 | +2,336 | 0.98% | Q4 2025 | Feb 03, 2026 |
| Archer Investment Corp | History | Added to | 239,916 | 19,246 | 4.34% | 3.91% | 297 | +18,858 | 8.53% | Q4 2025 | Jan 30, 2026 |
| Advisor OS, LLC | History | Reduced | 239,641 | 19,224 | 1.55% | 1.67% | 298 | -7,094 | -2.88% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 239,228 | 19,190 | 0.24% | 0.02% | 299 | +219,783 | 1130.28% | Q4 2025 | Feb 11, 2026 |
| Blue Water Asset Management | History | New | 237,824 | 19,078 | 6.86% | — | 300 | +237,824 | New | Q4 2025 | Feb 05, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 236,562 | 18,977 | 5.24% | 5.31% | 301 | -8,800 | -3.59% | Q4 2025 | Jan 15, 2026 |
| Capital Advantage, Inc. | History | Added to | 232,631 | 18,661 | 2.52% | 2.44% | 302 | +25,391 | 12.25% | Q4 2025 | Jan 07, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 230,740 | 18,509 | 10.32% | — | 303 | +230,740 | New | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 229,628 | 18,420 | 0.67% | 0.57% | 304 | +38,131 | 19.91% | Q4 2025 | Jan 27, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 227,302 | 18,238 | 8.39% | 8.65% | 305 | +7,999 | 3.65% | Q4 2025 | Feb 17, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 227,071 | 18,215 | 11.11% | 11.16% | 306 | +8,360 | 3.82% | Q4 2025 | Jan 16, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 231,181 | 18,135 | 1.79% | 1.59% | 307 | +39,529 | 20.63% | Q4 2025 | Feb 17, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 223,827 | 17,955 | 3.32% | 2.91% | 308 | +36,137 | 19.25% | Q4 2025 | Feb 13, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 223,648 | 17,941 | 15.76% | 16.03% | 309 | -3,848 | -1.69% | Q4 2025 | Jan 14, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 223,388 | 17,920 | 3.76% | 4.95% | 310 | -55,099 | -19.79% | Q4 2025 | Jan 23, 2026 |
| Fortitude Financial, LLC | History | New | 223,358 | 17,917 | 15.2% | — | 311 | +223,358 | New | Q4 2025 | Jan 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 222,100 | 17,816 | 0.95% | 0.89% | 312 | +20,804 | 10.34% | Q4 2025 | Jan 20, 2026 |
| IMC-Chicago, LLC | History | New | 221,234 | 17,747 | 0.01% | — | 313 | +221,234 | New | Q4 2025 | Jan 29, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 218,868 | 17,557 | 5.63% | 5.53% | 314 | +10,077 | 4.83% | Q4 2025 | Feb 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 218,742 | 17,547 | 0.48% | 0.53% | 315 | -20,881 | -8.71% | Q4 2025 | Feb 06, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 217,816 | 17,473 | 5.03% | 5.04% | 316 | +681 | 0.31% | Q4 2025 | Feb 09, 2026 |
| S. R. Schill & Associates | History | Reduced | 216,924 | 17,401 | 12.29% | 12.13% | 317 | -3,555 | -1.61% | Q4 2025 | Jan 23, 2026 |
| ARWA LLC | History | New | 216,443 | 17,363 | 10.14% | — | 318 | +216,443 | New | Q4 2025 | Feb 27, 2026 |
| FMR LLC | History | Added to | 215,901 | 17,319 | 0.0% | 0.0% | 319 | +19,391 | 9.87% | Q4 2025 | Feb 17, 2026 |
| RBF Capital, LLC | History | No change | 214,574 | 17,213 | 0.76% | 0.75% | 320 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 212,842 | 17,074 | 0.6% | 0.61% | 321 | -177 | -0.08% | Q4 2025 | Jan 13, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 209,322 | 16,791 | 10.55% | 9.98% | 322 | +2,048 | 0.99% | Q4 2025 | Feb 23, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 205,912 | 16,518 | 11.24% | 12.46% | 323 | -13,381 | -6.1% | Q4 2025 | Jan 29, 2026 |
| Brown Financial Advisors | History | Added to | 204,769 | 16,426 | 6.01% | 5.83% | 324 | +3,349 | 1.66% | Q4 2025 | Feb 17, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 200,244 | 16,307 | 5.09% | 4.71% | 325 | +14,311 | 7.7% | Q4 2025 | Jan 16, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 200,015 | 16,221 | 0.4% | 0.4% | 326 | +9,109 | 4.77% | Q4 2025 | Jan 28, 2026 |
| NBZ Investment Advisors LLC | History | Reduced | 201,549 | 16,168 | 7.04% | 15.39% | 327 | -175,094 | -46.49% | Q4 2025 | Feb 03, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 201,328 | 16,150 | 11.2% | 11.75% | 328 | -1,936 | -0.95% | Q4 2025 | Jan 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 200,174 | 16,057 | 0.22% | 0.19% | 329 | +27,362 | 15.83% | Q4 2025 | Jan 30, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 199,671 | 16,017 | 0.23% | 0.15% | 330 | +77,929 | 64.01% | Q4 2025 | Feb 09, 2026 |
| Mattson Financial Services, LLC | History | Added to | 199,537 | 16,006 | 3.74% | 3.43% | 331 | +16,560 | 9.05% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Added to | 198,401 | 15,915 | 0.18% | 0.16% | 332 | +14,902 | 8.12% | Q4 2025 | Feb 05, 2026 |
| NovaPoint Capital, LLC | History | Added to | 198,298 | 15,907 | 4.1% | 3.69% | 333 | +5,628 | 2.92% | Q4 2025 | Jan 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 198,100 | 15,891 | 0.02% | — | 334 | +198,100 | New | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 197,877 | 15,873 | 0.03% | 0.03% | 335 | +15,166 | 8.3% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 196,458 | 15,760 | 0.17% | 0.17% | 336 | +2,825 | 1.46% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 194,179 | 15,577 | 1.06% | 0.85% | 337 | +32,727 | 20.27% | Q4 2025 | Jan 26, 2026 |
| Waterloo Capital, L.P. | History | Added to | 194,087 | 15,569 | 1.12% | 0.97% | 338 | +27,470 | 16.49% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 193,974 | 15,560 | 0.33% | 0.37% | 339 | -18,302 | -8.62% | Q4 2025 | Feb 02, 2026 |
| Lord & Richards Wealth Management, LLC | History | Added to | 193,455 | 15,518 | 13.33% | 9.17% | 340 | +65,590 | 51.3% | Q4 2025 | Jan 15, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 192,951 | 15,478 | 1.59% | 1.66% | 341 | -19,674 | -9.25% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 191,715 | 15,379 | 0.3% | 0.07% | 342 | +154,997 | 422.13% | Q4 2025 | Feb 13, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 189,742 | 15,221 | 2.74% | 2.88% | 343 | -4,889 | -2.51% | Q4 2025 | Feb 05, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 188,556 | 15,125 | 4.56% | 3.99% | 344 | +25,020 | 15.3% | Q4 2025 | Jan 28, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 188,544 | 15,124 | 2.48% | 2.41% | 345 | +19,773 | 11.72% | Q4 2025 | Jan 26, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 187,100 | 15,009 | 0.53% | 0.33% | 346 | +76,434 | 69.07% | Q4 2025 | Feb 04, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 186,009 | 14,921 | 0.9% | 0.83% | 347 | +16,767 | 9.91% | Q4 2025 | Jan 07, 2026 |
| CSM Advisors, LLC | History | Added to | 185,083 | 14,847 | 0.4% | 0.37% | 348 | +15,406 | 9.08% | Q4 2025 | Feb 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 184,821 | 14,826 | 1.33% | 1.5% | 349 | -2,420 | -1.29% | Q4 2025 | Jan 30, 2026 |
| Sowell Financial Services LLC | History | Added to | 184,788 | 14,823 | 0.54% | 0.54% | 350 | +5,953 | 3.33% | Q4 2025 | Jan 21, 2026 |
| United Asset Strategies, Inc. | History | Added to | 182,438 | 14,635 | 1.13% | 1.14% | 351 | +1,793 | 0.99% | Q4 2025 | Jan 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 182,305 | 14,624 | 0.82% | 0.84% | 352 | +9,412 | 5.44% | Q4 2025 | Feb 04, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 180,796 | 14,503 | 14.12% | 11.78% | 353 | +1,466 | 0.82% | Q4 2025 | Jan 29, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 180,767 | 14,501 | 5.61% | 6.17% | 354 | -16,126 | -8.19% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Services, LLC | History | Added to | 179,994 | 14,439 | 9.83% | 9.78% | 355 | +1,540 | 0.86% | Q4 2025 | Jan 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 179,049 | 14,363 | 0.01% | 0.02% | 356 | -31,728 | -15.05% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 178,554 | 14,323 | 1.57% | 1.6% | 357 | -2,427 | -1.34% | Q4 2025 | Jan 20, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 178,461 | 14,316 | 0.24% | 0.03% | 358 | +153,069 | 602.82% | Q4 2025 | Feb 03, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 175,505 | 14,079 | 0.17% | 0.18% | 359 | -1,395 | -0.79% | Q4 2025 | Jan 26, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 175,313 | 14,063 | 5.0% | 4.29% | 360 | +23,131 | 15.2% | Q4 2025 | Jan 23, 2026 |
| Tidemark, LLC | History | Reduced | 175,130 | 14,048 | 3.99% | 5.26% | 361 | -55,413 | -24.04% | Q4 2025 | Feb 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 175,018 | 14,039 | 0.18% | 0.22% | 362 | -21,386 | -10.89% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 174,780 | 14,020 | 0.2% | 0.2% | 363 | +3,460 | 2.02% | Q4 2025 | Feb 17, 2026 |
| Westwind Capital | History | Added to | 174,318 | 13,984 | 2.86% | 2.44% | 364 | +25,456 | 17.1% | Q4 2025 | Jan 09, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 173,960 | 13,955 | 3.95% | 3.88% | 365 | +3,993 | 2.35% | Q4 2025 | Feb 05, 2026 |
| Legacy Wealth Management, LLC / MS | History | Added to | 173,850 | 13,946 | 3.72% | 3.25% | 366 | +36,067 | 26.18% | Q4 2025 | Jan 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 173,758 | 13,938 | 0.04% | 0.03% | 367 | +51,290 | 41.88% | Q4 2025 | Feb 17, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 170,730 | 13,870 | 7.1% | 7.64% | 368 | -3,350 | -1.92% | Q4 2025 | Jan 29, 2026 |
| VestGen Advisors, LLC | History | Reduced | 171,194 | 13,733 | 0.58% | 1.47% | 369 | -392,990 | -69.66% | Q4 2025 | Feb 17, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 171,051 | 13,721 | 10.34% | 10.89% | 370 | +15,150 | 9.72% | Q4 2025 | Jan 20, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 169,979 | 13,635 | 9.76% | 11.02% | 371 | -931 | -0.54% | Q4 2025 | Feb 10, 2026 |
| Fosun International Ltd | History | New | 169,500 | 13,597 | 3.17% | — | 372 | +169,500 | New | Q4 2025 | Feb 11, 2026 |
| Towercrest Capital Management | History | Reduced | 169,228 | 13,575 | 2.14% | 2.17% | 373 | -3,445 | -2.0% | Q4 2025 | Jan 21, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 167,397 | 13,428 | 1.18% | 0.82% | 374 | +49,424 | 41.89% | Q4 2025 | Feb 06, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 166,274 | 13,338 | 6.18% | 6.21% | 375 | +3,240 | 1.99% | Q4 2025 | Jan 23, 2026 |
| MKT Advisors LLC | History | Added to | 164,649 | 13,323 | 4.55% | 4.09% | 376 | +25,052 | 17.95% | Q4 2025 | Jan 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 165,548 | 13,280 | 1.39% | 1.43% | 377 | +9,410 | 6.03% | Q4 2025 | Feb 13, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 165,466 | 13,273 | 1.72% | 1.69% | 378 | +11,426 | 7.42% | Q4 2025 | Feb 13, 2026 |
| GenWealth Group, Inc. | History | Reduced | 162,785 | 13,252 | 2.26% | 2.39% | 379 | -1,168 | -0.71% | Q4 2025 | Jan 12, 2026 |
| Slagle Financial, LLC | History | Added to | 163,927 | 13,150 | 4.59% | 4.63% | 380 | +2,734 | 1.7% | Q4 2025 | Jan 26, 2026 |
| Cannon Wealth Management Services, LLC | History | Reduced | 160,236 | 12,854 | 9.07% | 9.65% | 381 | -2,536 | -1.56% | Q4 2025 | Jan 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 160,042 | 12,839 | 0.03% | 0.03% | 382 | +14,285 | 9.8% | Q4 2025 | Feb 11, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 159,984 | 12,833 | 2.99% | 3.26% | 383 | -7,365 | -4.4% | Q4 2025 | Jan 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 159,265 | 12,776 | 0.58% | 0.53% | 384 | +15,718 | 10.95% | Q4 2025 | Feb 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 158,643 | 12,726 | 3.08% | 3.6% | 385 | -14,388 | -8.32% | Q4 2025 | Feb 02, 2026 |
| Daviman Financial, LLC | History | New | 158,630 | 12,725 | 7.47% | — | 386 | +158,630 | New | Q4 2025 | Feb 06, 2026 |
| Park Place Capital Corp | History | Added to | 157,833 | 12,661 | 2.64% | 2.41% | 387 | +12,100 | 8.3% | Q4 2025 | Jan 09, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 155,203 | 12,633 | 2.12% | 3.31% | 388 | -84,108 | -35.15% | Q4 2025 | Feb 06, 2026 |
| MidFirst Bank | History | New | 157,429 | 12,628 | 1.01% | — | 389 | +157,429 | New | Q4 2025 | Feb 25, 2026 |
| Stone Summit Wealth LLC | History | Added to | 156,733 | 12,573 | 3.41% | 1.91% | 390 | +70,978 | 82.77% | Q4 2025 | Jan 27, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 153,470 | 12,311 | 0.91% | 1.07% | 391 | -20,255 | -11.66% | Q4 2025 | Jan 20, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 152,304 | 12,228 | 2.78% | 3.29% | 392 | -6,034 | -3.81% | Q4 2025 | Feb 24, 2026 |
| Independent Wealth Network Inc. | History | Added to | 152,138 | 12,204 | 3.73% | 3.76% | 393 | +2,846 | 1.91% | Q4 2025 | Jan 26, 2026 |
| M1 Capital Management LLC | History | Added to | 150,657 | 12,085 | 5.04% | 4.87% | 394 | +6,628 | 4.6% | Q4 2025 | Feb 13, 2026 |
| Marathon Strategic Advisors, LLC | History | Reduced | 149,672 | 12,006 | 9.17% | 9.82% | 395 | -6,987 | -4.46% | Q4 2025 | Feb 11, 2026 |
| Clarity Retirement & Wealth, LLC | History | New | 149,175 | 11,966 | 10.53% | — | 396 | +149,175 | New | Q4 2025 | Feb 11, 2026 |
| WELCH CAPITAL PARTNERS LLC/NY | History | Reduced | 148,207 | 11,889 | 2.38% | 2.43% | 397 | -2,233 | -1.48% | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 147,748 | 11,852 | 0.38% | 0.09% | 398 | +122,398 | 482.83% | Q4 2025 | Jan 20, 2026 |
| DAVENPORT & Co LLC | History | Added to | 147,073 | 11,798 | 0.06% | 0.06% | 399 | +8,198 | 5.9% | Q4 2025 | Jan 12, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 145,781 | 11,695 | 0.92% | 0.95% | 400 | -574 | -0.39% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 145,091 | 11,639 | 0.04% | — | 401 | +145,091 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 145,023 | 11,633 | 0.02% | 0.02% | 402 | +15,771 | 12.2% | Q4 2025 | Mar 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 143,721 | 11,529 | 0.28% | 0.43% | 403 | -68,715 | -32.35% | Q4 2025 | Jan 29, 2026 |
| Paladin Wealth, LLC | History | Added to | 143,654 | 11,523 | 7.87% | 6.76% | 404 | +24,619 | 20.68% | Q4 2025 | Jan 15, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 143,410 | 11,504 | 3.62% | 4.31% | 405 | -86,461 | -37.61% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 140,715 | 11,288 | 0.27% | 0.27% | 406 | +806 | 0.58% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 139,972 | 11,228 | 5.26% | 5.17% | 407 | -3,606 | -2.51% | Q4 2025 | Jan 14, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 139,255 | 11,171 | 5.81% | 5.75% | 408 | +2,840 | 2.08% | Q4 2025 | Jan 29, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 137,541 | 11,033 | 1.15% | 1.08% | 409 | +6,239 | 4.75% | Q4 2025 | Feb 12, 2026 |
| Venture Visionary Partners LLC | History | Added to | 136,085 | 10,952 | 0.36% | 0.32% | 410 | +15,825 | 13.16% | Q4 2025 | Feb 13, 2026 |
| Alliance Wealth Management Group | History | Reduced | 136,452 | 10,946 | 2.4% | 2.44% | 411 | -3,341 | -2.39% | Q4 2025 | Jan 21, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 135,658 | 10,882 | 3.45% | 3.51% | 412 | -542 | -0.4% | Q4 2025 | Feb 03, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 135,620 | 10,879 | 9.78% | 9.98% | 413 | -2,166 | -1.57% | Q4 2025 | Jan 23, 2026 |
| JBR Co Financial Management Inc | History | Added to | 135,446 | 10,865 | 4.55% | 4.35% | 414 | +4,318 | 3.29% | Q4 2025 | Jan 06, 2026 |
| Vantage Point Financial LLC | History | Added to | 133,913 | 10,742 | 3.84% | 3.72% | 415 | +11,428 | 9.33% | Q4 2025 | Feb 02, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 133,493 | 10,708 | 0.37% | 0.37% | 416 | +1,015 | 0.77% | Q4 2025 | Feb 12, 2026 |
| One Degree Advisors Inc | History | Added to | 133,163 | 10,682 | 2.94% | 3.12% | 417 | +3,143 | 2.42% | Q4 2025 | Feb 06, 2026 |
| BIP Wealth, LLC | History | Added to | 130,403 | 10,460 | 0.37% | 0.49% | 418 | +4,003 | 3.17% | Q4 2025 | Jan 21, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 130,323 | 10,454 | 1.51% | 1.5% | 419 | +10,714 | 8.96% | Q4 2025 | Feb 09, 2026 |
| Cordoba Advisory Partners LLC | History | New | 128,987 | 10,347 | 2.56% | — | 421 | +128,987 | New | Q4 2025 | Feb 13, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 128,988 | 10,347 | 1.45% | 0.21% | 420 | +110,582 | 600.79% | Q4 2025 | Jan 20, 2026 |
| Apeiron RIA LLC | History | Reduced | 125,250 | 10,245 | 2.08% | 2.53% | 422 | -18,921 | -13.12% | Q4 2025 | Feb 03, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 127,642 | 10,239 | 4.13% | 4.09% | 423 | +8,486 | 7.12% | Q4 2025 | Jan 16, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 127,427 | 10,222 | 0.76% | 0.76% | 424 | +3,642 | 2.94% | Q4 2025 | Feb 04, 2026 |
| Black Swift Group, LLC | History | Added to | 127,212 | 10,196 | 1.7% | 1.69% | 425 | +4,669 | 3.81% | Q4 2025 | Feb 10, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 126,865 | 10,177 | 0.47% | 0.47% | 426 | +4,194 | 3.42% | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 124,211 | 9,964 | 1.46% | 1.43% | 427 | +3,708 | 3.08% | Q4 2025 | Feb 09, 2026 |
| Strategic Advisors LLC | History | Added to | 123,448 | 9,903 | 1.55% | 1.43% | 428 | +9,513 | 8.35% | Q4 2025 | Feb 10, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 122,793 | 9,850 | 3.52% | 3.55% | 429 | -22 | -0.02% | Q4 2025 | Feb 06, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 121,980 | 9,785 | 5.11% | 6.59% | 430 | -16,969 | -12.21% | Q4 2025 | Jan 30, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 121,873 | 9,776 | 4.23% | 0.33% | 431 | +113,258 | 1314.66% | Q4 2025 | Jan 23, 2026 |
| Jump Financial, LLC | History | New | 121,614 | 9,755 | 0.12% | — | 432 | +121,614 | New | Q4 2025 | Feb 17, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 121,474 | 9,744 | 1.07% | 0.06% | 433 | +115,286 | 1863.06% | Q4 2025 | Feb 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 120,474 | 9,664 | 0.4% | 0.46% | 434 | -15,896 | -11.66% | Q4 2025 | Feb 13, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 120,443 | 9,661 | 5.89% | 5.51% | 435 | +8,364 | 7.46% | Q4 2025 | Jan 22, 2026 |
| EP Wealth Advisors, LLC | History | New | 120,364 | 9,655 | 0.05% | — | 436 | +120,364 | New | Q4 2025 | Feb 18, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 120,002 | 9,626 | 0.6% | 0.57% | 438 | +8,332 | 7.46% | Q4 2025 | Feb 17, 2026 |
| Clarus Wealth Advisors | History | Reduced | 117,948 | 9,626 | 3.99% | 4.13% | 437 | -554 | -0.47% | Q4 2025 | Jan 14, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 119,399 | 9,578 | 0.25% | 0.2% | 439 | +23,306 | 24.25% | Q4 2025 | Jan 28, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 119,369 | 9,575 | 5.88% | 6.23% | 440 | -6,724 | -5.33% | Q4 2025 | Feb 12, 2026 |
| Apollon Financial, LLC | History | Reduced | 119,311 | 9,571 | 1.39% | 1.68% | 441 | -9,854 | -7.63% | Q4 2025 | Jan 22, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 118,956 | 9,542 | 0.95% | 0.84% | 442 | +13,920 | 13.25% | Q4 2025 | Jan 20, 2026 |
| Tower View Wealth Management LLC | History | Added to | 118,769 | 9,527 | 4.71% | 4.52% | 443 | +7,271 | 6.52% | Q4 2025 | Jan 23, 2026 |
| Bull Oak Capital, LLC | History | Reduced | 118,301 | 9,490 | 3.88% | 4.04% | 444 | -3,016 | -2.49% | Q4 2025 | Feb 02, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 117,295 | 9,409 | 3.5% | 3.66% | 445 | -386 | -0.33% | Q4 2025 | Feb 03, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 116,867 | 9,375 | 4.21% | 4.25% | 446 | -1,702 | -1.44% | Q4 2025 | Jan 15, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 116,592 | 9,353 | 0.99% | 0.97% | 447 | +3,830 | 3.4% | Q4 2025 | Feb 13, 2026 |
| Worth Asset Management, LLC | History | Reduced | 115,677 | 9,279 | 3.94% | 4.61% | 448 | -15,135 | -11.57% | Q4 2025 | Jan 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 115,627 | 9,275 | 0.77% | 0.77% | 449 | -2,989 | -2.52% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 115,395 | 9,256 | 0.66% | 0.66% | 450 | +1,840 | 1.62% | Q4 2025 | Feb 11, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 114,862 | 9,214 | 0.02% | 0.03% | 451 | -45,712 | -28.47% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 113,381 | 9,095 | 0.06% | 0.06% | 452 | +19,576 | 20.87% | Q4 2025 | Feb 18, 2026 |
| Summit Financial, LLC | History | Added to | 112,802 | 9,048 | 0.13% | 0.11% | 453 | +20,826 | 22.64% | Q4 2025 | Feb 13, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 112,593 | 9,032 | 1.93% | 0.16% | 454 | +104,570 | 1303.38% | Q4 2025 | Feb 02, 2026 |
| Independence Wealth Advisors, LLC | History | New | 112,084 | 8,991 | 5.06% | — | 455 | +112,084 | New | Q4 2025 | Jan 09, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 111,331 | 8,930 | 3.52% | 2.87% | 456 | -17,580 | -13.64% | Q4 2025 | Feb 11, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 111,097 | 8,912 | 0.85% | 1.11% | 457 | +1,428 | 1.3% | Q4 2025 | Jan 22, 2026 |
| Cooper Capital Advisors LLC | History | Added to | 111,006 | 8,904 | 5.61% | 5.34% | 458 | +5,437 | 5.15% | Q4 2025 | Feb 12, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 109,702 | 8,800 | 2.77% | 2.89% | 459 | -2,009 | -1.8% | Q4 2025 | Feb 06, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 109,266 | 8,765 | 2.37% | 2.37% | 460 | +6,869 | 6.71% | Q4 2025 | Feb 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 108,341 | 8,691 | 0.19% | 0.2% | 461 | +146 | 0.13% | Q4 2025 | Jan 27, 2026 |
| Adams Wealth Management | History | Reduced | 106,269 | 8,524 | 1.82% | 1.95% | 462 | -9,895 | -8.52% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | Reduced | 106,269 | 8,524 | 1.58% | 1.83% | 463 | -9,895 | -8.52% | Q4 2025 | Feb 18, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 105,436 | 8,458 | 0.45% | 0.11% | 464 | +81,872 | 347.45% | Q4 2025 | Jan 26, 2026 |
| HBK INVESTMENTS L P | History | Added to | 105,288 | 8,446 | 0.07% | 0.05% | 465 | +50,418 | 91.89% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 103,984 | 8,302 | 0.04% | 0.04% | 466 | +33,157 | 46.81% | Q4 2025 | Feb 17, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 101,136 | 8,257 | 4.02% | 4.94% | 467 | -14,384 | -12.45% | Q4 2025 | Feb 10, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 102,806 | 8,247 | 2.94% | 5.47% | 468 | -106,428 | -50.87% | Q4 2025 | Feb 03, 2026 |
| Encompass More Asset Management | History | Added to | 101,957 | 8,178 | 1.51% | 1.42% | 469 | +7,544 | 7.99% | Q4 2025 | Feb 03, 2026 |
| Convergence Financial, LLC | History | Added to | 101,683 | 8,156 | 1.19% | 1.17% | 470 | +2,569 | 2.59% | Q4 2025 | Feb 11, 2026 |
| Regal Investment Advisors LLC | History | Added to | 101,524 | 8,144 | 0.49% | 0.24% | 471 | +53,820 | 112.82% | Q4 2025 | Feb 17, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 101,472 | 8,139 | 0.09% | 0.1% | 472 | +54 | 0.05% | Q4 2025 | Feb 10, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 101,450 | 8,138 | 2.63% | 5.08% | 473 | -3,066 | -2.93% | Q4 2025 | Jan 22, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 101,165 | 8,115 | 0.14% | 0.12% | 474 | +11,820 | 13.23% | Q4 2025 | Jan 22, 2026 |
| Perennial Advisors, LLC | History | Added to | 100,781 | 8,084 | 1.36% | 0.81% | 475 | +41,423 | 69.79% | Q4 2025 | Jan 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 100,546 | 8,065 | 0.16% | 0.14% | 476 | +54,151 | 116.72% | Q4 2025 | Feb 11, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 100,222 | 8,039 | 2.96% | 2.65% | 477 | +10,089 | 11.19% | Q4 2025 | Jan 15, 2026 |
| River Street Advisors LLC | History | Added to | 99,629 | 7,992 | 2.99% | 2.83% | 478 | +6,593 | 7.09% | Q4 2025 | Jan 26, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Added to | 99,309 | 7,966 | 4.94% | 4.76% | 479 | +1,361 | 1.39% | Q4 2025 | Jan 12, 2026 |
| Values Added Financial LLC | History | Reduced | 99,309 | 7,966 | 3.36% | 3.47% | 480 | -261 | -0.26% | Q4 2025 | Jan 16, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 98,759 | 7,922 | 0.94% | 0.94% | 481 | +5,286 | 5.66% | Q4 2025 | Jan 26, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 98,686 | 7,916 | 0.49% | 0.0% | 482 | +98,504 | 54123.08% | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 98,584 | 7,908 | 0.01% | 0.0% | 483 | +79,335 | 412.15% | Q4 2025 | Feb 12, 2026 |
| Gambit Capital Management, LLC | History | New | 98,525 | 7,903 | 5.65% | — | 484 | +98,525 | New | Q4 2025 | Feb 06, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | New | 97,736 | 7,840 | 1.8% | — | 485 | +97,736 | New | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 97,670 | 7,835 | 0.04% | 0.04% | 486 | +6,900 | 7.6% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 97,406 | 7,813 | 0.03% | 0.01% | 487 | +56,712 | 139.36% | Q4 2025 | Jan 29, 2026 |
| ERn Financial, LLC | History | Added to | 97,067 | 7,786 | 1.46% | 1.48% | 488 | +1,282 | 1.34% | Q4 2025 | Jan 15, 2026 |
| Balefire, LLC | History | Added to | 96,484 | 7,739 | 1.51% | 1.47% | 489 | +2,551 | 2.72% | Q4 2025 | Jan 12, 2026 |
| Range Financial Group LLC | History | Added to | 96,326 | 7,727 | 2.67% | 2.59% | 490 | +4,809 | 5.25% | Q4 2025 | Jan 15, 2026 |
| JPL Wealth Management, LLC | History | Added to | 95,557 | 7,665 | 1.87% | 0.15% | 491 | +87,586 | 1098.81% | Q4 2025 | Feb 12, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 94,580 | 7,587 | 4.17% | 4.34% | 492 | -2,676 | -2.75% | Q4 2025 | Jan 21, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 94,517 | 7,582 | 2.67% | 2.59% | 493 | -7,809 | -7.63% | Q4 2025 | Jan 30, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 94,328 | 7,567 | 0.61% | 0.63% | 494 | -3,226 | -3.31% | Q4 2025 | Feb 06, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 93,664 | 7,513 | 2.59% | 2.61% | 495 | -308 | -0.33% | Q4 2025 | Feb 04, 2026 |
| NORTHERN TRUST CORP | History | Added to | 93,387 | 7,491 | 0.0% | 0.0% | 496 | +1,245 | 1.35% | Q4 2025 | Feb 17, 2026 |
| Aspire Private Capital, LLC | History | Added to | 92,232 | 7,398 | 1.65% | 1.45% | 497 | +1,348 | 1.48% | Q4 2025 | Jan 16, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 91,641 | 7,351 | 1.08% | 1.21% | 498 | -8,994 | -8.94% | Q4 2025 | Feb 03, 2026 |
| SK Wealth Management, LLC | History | Added to | 89,340 | 7,294 | 2.03% | 1.42% | 499 | +40,969 | 84.7% | Q4 2025 | Jan 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 89,673 | 7,247 | 0.49% | 0.55% | 500 | -3,345 | -3.6% | Q4 2025 | Jan 15, 2026 |
| E&G Advisors, LP | History | Added to | 89,458 | 7,176 | 1.6% | 1.55% | 501 | +4,632 | 5.46% | Q4 2025 | Jan 23, 2026 |
| Shepherd Financial Partners LLC | History | Added to | 88,080 | 7,065 | 0.65% | 0.66% | 502 | +87 | 0.1% | Q4 2025 | Feb 10, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 87,746 | 7,038 | 1.19% | — | 503 | +87,746 | New | Q4 2025 | Feb 12, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 86,556 | 6,943 | 2.6% | 2.83% | 504 | -5,159 | -5.63% | Q4 2025 | Jan 08, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 85,865 | 6,888 | 5.81% | 5.72% | 505 | -3,090 | -3.47% | Q4 2025 | Jan 21, 2026 |
| Trademark Financial Management, LLC | History | Added to | 85,692 | 6,874 | 3.78% | 2.37% | 506 | +33,663 | 64.7% | Q4 2025 | Jan 28, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 84,508 | 6,779 | 1.12% | 1.13% | 507 | -58 | -0.07% | Q4 2025 | Feb 06, 2026 |
| Copia Wealth Management | History | Reduced | 83,756 | 6,718 | 4.8% | 4.96% | 508 | -1,396 | -1.64% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 83,402 | 6,690 | 0.04% | 0.03% | 509 | +11,064 | 15.29% | Q4 2025 | Feb 11, 2026 |
| JNBA Financial Advisors | History | Added to | 83,149 | 6,670 | 0.58% | 0.3% | 510 | +40,992 | 97.24% | Q4 2025 | Jan 26, 2026 |
| Financial Guidance Group, Inc. | History | Added to | 82,741 | 6,637 | 2.71% | 2.47% | 511 | +12,273 | 17.42% | Q4 2025 | Jan 26, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 82,458 | 6,614 | 0.08% | 0.06% | 512 | +20,461 | 33.0% | Q4 2025 | Jan 21, 2026 |
| Madison Asset Management, LLC | History | Reduced | 81,327 | 6,524 | 0.08% | 0.08% | 513 | -16,347 | -16.74% | Q4 2025 | Feb 04, 2026 |
| Clearview Wealth Advisors LLC | History | Added to | 81,063 | 6,502 | 4.12% | 4.02% | 514 | +997 | 1.25% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 80,755 | 6,478 | 0.11% | 0.17% | 515 | -19,331 | -19.31% | Q4 2025 | Feb 19, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 80,299 | 6,441 | 0.0% | 0.0% | 516 | +12,605 | 18.62% | Q4 2025 | Feb 10, 2026 |
| Sanchez Wealth Management Group | History | Added to | 79,160 | 6,350 | 1.36% | 1.01% | 517 | +21,086 | 36.31% | Q4 2025 | Feb 04, 2026 |
| BROGAN FINANCIAL, INC. | History | Added to | 78,848 | 6,325 | 2.76% | 2.47% | 518 | +4,920 | 6.66% | Q4 2025 | Feb 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 78,740 | 6,316 | 0.63% | 0.73% | 519 | -9,398 | -10.66% | Q4 2025 | Feb 11, 2026 |
| Compass Wealth Management LLC | History | Added to | 78,371 | 6,286 | 1.57% | 1.1% | 520 | +15,620 | 24.89% | Q4 2025 | Feb 11, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 77,917 | 6,250 | 2.83% | 2.73% | 521 | -26 | -0.03% | Q4 2025 | Jan 26, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 77,479 | 6,215 | 0.96% | 0.89% | 522 | +63 | 0.08% | Q4 2025 | Feb 04, 2026 |
| National Wealth Management Group, LLC | History | Added to | 77,160 | 6,189 | 2.15% | 1.68% | 523 | +20,329 | 35.77% | Q4 2025 | Jan 12, 2026 |
| Carroll Advisory Group, LLC | History | New | 76,614 | 6,145 | 2.66% | — | 524 | +76,614 | New | Q4 2025 | Feb 09, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 75,659 | 6,069 | 3.04% | 3.12% | 525 | -3,448 | -4.36% | Q4 2025 | Feb 09, 2026 |
| NWAM LLC | History | Reduced | 74,420 | 6,065 | 0.34% | 0.7% | 526 | -88,851 | -54.42% | Q4 2025 | Feb 04, 2026 |
| Advisors Preferred, LLC | History | Added to | 75,405 | 6,061 | 0.99% | 0.73% | 527 | +12,800 | 20.45% | Q4 2025 | Feb 02, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 74,953 | 6,012 | 1.89% | 1.65% | 528 | +11,208 | 17.58% | Q4 2025 | Feb 11, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 74,574 | 5,982 | 0.68% | 0.72% | 529 | -3,205 | -4.12% | Q4 2025 | Jan 14, 2026 |
| Blue Capital, Inc. | History | Reduced | 74,530 | 5,978 | 4.26% | 4.4% | 530 | -1,022 | -1.35% | Q4 2025 | Feb 23, 2026 |
| Abound Wealth Management | History | Added to | 74,262 | 5,957 | 1.4% | 1.25% | 531 | +10,390 | 16.27% | Q4 2025 | Jan 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 73,914 | 5,929 | 0.01% | 29.88% | 532 | -8,237 | -10.03% | Q4 2025 | Feb 17, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 73,649 | 5,908 | 1.95% | 1.92% | 533 | +65 | 0.09% | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 72,899 | 5,891 | 0.22% | 0.23% | 534 | +25,680 | 54.38% | Q4 2025 | Feb 13, 2026 |
| Midwest Trust Co | History | Reduced | 73,400 | 5,888 | 0.07% | 0.07% | 535 | -161 | -0.22% | Q4 2025 | Feb 04, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 73,337 | 5,883 | 1.63% | 1.44% | 536 | +8,570 | 13.23% | Q4 2025 | Jan 23, 2026 |
| GTS SECURITIES LLC | History | Added to | 72,839 | 5,843 | 0.2% | 0.18% | 537 | +12,106 | 19.93% | Q4 2025 | Feb 13, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Reduced | 72,819 | 5,841 | 3.27% | 3.4% | 538 | -403 | -0.55% | Q4 2025 | Mar 05, 2026 |
| Cushing Capital Partners, LLC | History | Added to | 72,499 | 5,815 | 4.31% | 3.87% | 539 | +9,476 | 15.04% | Q4 2025 | Jan 14, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 72,053 | 5,780 | 0.4% | 0.39% | 540 | +308 | 0.43% | Q4 2025 | Jan 28, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 71,779 | 5,758 | 2.96% | 3.25% | 541 | -1,835 | -2.49% | Q4 2025 | Feb 10, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 71,287 | 5,718 | 1.39% | 1.48% | 542 | -2,920 | -3.93% | Q4 2025 | Jan 28, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 71,179 | 5,710 | 3.11% | 2.81% | 543 | +7,568 | 11.9% | Q4 2025 | Jan 23, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 71,158 | 5,708 | 0.32% | 0.33% | 544 | -1,320 | -1.82% | Q4 2025 | Jan 29, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 69,656 | 5,660 | 0.13% | 0.15% | 545 | -5,483 | -7.3% | Q4 2025 | Feb 09, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 69,827 | 5,601 | 0.51% | 0.52% | 546 | -1,057 | -1.49% | Q4 2025 | Feb 10, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 69,606 | 5,583 | 1.72% | 1.75% | 547 | +1,705 | 2.51% | Q4 2025 | Feb 05, 2026 |
| TRUEFG, LLC | History | Added to | 69,266 | 5,556 | 1.49% | 1.47% | 548 | +1,293 | 1.9% | Q4 2025 | Jan 21, 2026 |
| Wilian Securities, LLC | History | New | 69,026 | 5,537 | 5.97% | — | 549 | +69,026 | New | Q4 2025 | Feb 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 224,620 | 5,478 | 0.13% | 0.02% | 550 | +80,720 | 56.09% | Q4 2025 | Feb 17, 2026 |
| Timmons Wealth Management, LLC | History | New | 68,147 | 5,466 | 5.38% | — | 551 | +68,147 | New | Q4 2025 | Feb 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 68,064 | 5,460 | 0.3% | 0.31% | 552 | -8,269 | -10.83% | Q4 2025 | Feb 06, 2026 |
| WealthPoint Financial, LLC | History | New | 68,027 | 5,457 | 4.75% | — | 553 | +68,027 | New | Q4 2025 | Feb 19, 2026 |
| Redwood Investment Management, LLC | History | Added to | 67,755 | 5,435 | 0.61% | 0.5% | 554 | +9,219 | 15.75% | Q4 2025 | Feb 17, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 66,662 | 5,433 | 1.83% | 1.81% | 555 | +1,698 | 2.61% | Q4 2025 | Feb 10, 2026 |
| Uniting Wealth Partners, LLC | History | New | 66,951 | 5,370 | 1.65% | — | 556 | +66,951 | New | Q4 2025 | Feb 13, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 66,017 | 5,295 | 0.59% | 0.62% | 557 | +266 | 0.4% | Q4 2025 | Feb 17, 2026 |
| Aldebaran Financial Inc. | History | Added to | 65,238 | 5,272 | 4.88% | 4.17% | 558 | +12,076 | 22.72% | Q4 2025 | Jan 23, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 65,578 | 5,260 | 0.06% | 0.06% | 559 | -5,372 | -7.57% | Q4 2025 | Jan 21, 2026 |
| Maridea Wealth Management LLC | History | Added to | 64,621 | 5,183 | 0.78% | 0.79% | 560 | +128 | 0.2% | Q4 2025 | Jan 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 64,510 | 5,175 | 0.09% | 0.09% | 561 | +2,085 | 3.34% | Q4 2025 | Feb 11, 2026 |
| Financial Security Advisor, Inc. | History | Reduced | 64,425 | 5,168 | 1.0% | 1.08% | 562 | -418 | -0.64% | Q4 2025 | Feb 05, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 64,296 | 5,157 | 0.09% | 0.1% | 563 | -351 | -0.54% | Q4 2025 | Jan 16, 2026 |
| Catalina Capital Group, LLC | History | Added to | 63,965 | 5,131 | 3.11% | 3.04% | 564 | +430 | 0.68% | Q4 2025 | Jan 16, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 63,904 | 5,126 | 0.93% | 0.01% | 565 | +56,958 | 820.01% | Q4 2025 | Mar 04, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 63,733 | 5,112 | 0.66% | 0.67% | 566 | -72 | -0.11% | Q4 2025 | Feb 13, 2026 |
| Marathon Mission, Inc. | History | Reduced | 62,992 | 5,053 | 2.92% | 3.08% | 567 | -2,880 | -4.37% | Q4 2025 | Jan 05, 2026 |
| GeoWealth Management, LLC | History | Added to | 62,889 | 5,044 | 0.19% | 0.15% | 568 | +10,803 | 20.74% | Q4 2025 | Feb 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 62,713 | 5,030 | 4.16% | 2.93% | 569 | +26,254 | 72.01% | Q4 2025 | Feb 10, 2026 |
| Alpha Financial Partners, LLC | History | Added to | 62,701 | 5,029 | 3.07% | 3.19% | 570 | +16 | 0.03% | Q4 2025 | Feb 10, 2026 |
| MLP3, LLC | History | New | 62,422 | 5,007 | 5.47% | — | 571 | +62,422 | New | Q4 2025 | Feb 13, 2026 |
| ATX Financial Planning, LLC | History | New | 62,236 | 4,992 | 3.85% | — | 572 | +62,236 | New | Q4 2025 | Feb 19, 2026 |
| Orange Investment Advisors, Inc. | History | Added to | 62,193 | 4,989 | 0.55% | 0.34% | 573 | +21,090 | 51.31% | Q4 2025 | Feb 06, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 61,871 | 4,963 | 0.3% | 0.31% | 574 | -661 | -1.06% | Q4 2025 | Jan 26, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 61,822 | 4,959 | 0.33% | 0.33% | 575 | -1,379 | -2.18% | Q4 2025 | Jan 16, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 61,722 | 4,951 | 0.17% | 0.17% | 576 | -443 | -0.71% | Q4 2025 | Feb 13, 2026 |
| Brio Consultants, LLC | History | Added to | 61,446 | 4,929 | 0.64% | 0.18% | 577 | +45,065 | 275.11% | Q4 2025 | Feb 04, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 60,787 | 4,876 | 1.0% | 1.38% | 578 | -22,347 | -26.88% | Q4 2025 | Feb 02, 2026 |
| Vectors Research Management, LLC | History | Reduced | 60,725 | 4,871 | 1.49% | 1.54% | 579 | -1,628 | -2.61% | Q4 2025 | Feb 03, 2026 |
| Vestment Financial LLC | History | Added to | 59,545 | 4,862 | 2.52% | 2.58% | 580 | +2,194 | 3.83% | Q4 2025 | Jan 23, 2026 |
| Prostatis Group LLC | History | Reduced | 60,592 | 4,860 | 1.16% | 1.22% | 581 | -1,442 | -2.32% | Q4 2025 | Feb 17, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 60,164 | 4,826 | 1.53% | 1.71% | 582 | -6,155 | -9.28% | Q4 2025 | Jan 26, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 59,982 | 4,811 | 0.24% | 0.17% | 583 | +13,575 | 29.25% | Q4 2025 | Feb 11, 2026 |
| Fonville Wealth Management LLC | History | Added to | 59,445 | 4,768 | 0.97% | 1.03% | 584 | +1,149 | 1.97% | Q4 2025 | Jan 23, 2026 |
| URS Advisory LLC | History | New | 58,870 | 4,722 | 3.92% | — | 585 | +58,870 | New | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 58,351 | 4,680 | 1.26% | 0.03% | 586 | +57,453 | 6397.88% | Q4 2025 | Feb 09, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 58,183 | 4,667 | 1.75% | 1.68% | 587 | +2,090 | 3.73% | Q4 2025 | Jan 23, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Added to | 57,928 | 4,646 | 0.93% | 0.81% | 588 | +7,736 | 15.41% | Q4 2025 | Jan 27, 2026 |
| Chatterton & Associates Inc. | History | New | 56,943 | 4,567 | 3.91% | — | 589 | +56,943 | New | Q4 2025 | Jan 20, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 55,254 | 4,432 | 0.24% | 0.28% | 590 | -6,968 | -11.2% | Q4 2025 | Jan 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 55,189 | 4,427 | 0.12% | 0.13% | 591 | -1,551 | -2.73% | Q4 2025 | Feb 02, 2026 |
| Downshift Financial, LLC | History | New | 55,594 | 4,426 | 2.73% | — | 592 | +55,594 | New | Q4 2025 | Mar 11, 2026 |
| Bestgate Wealth Advisors, LLC | History | Reduced | 54,100 | 4,339 | 7.62% | 7.67% | 593 | -1,399 | -2.52% | Q4 2025 | Jan 16, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 53,948 | 4,327 | 4.47% | 2.44% | 594 | +17,907 | 49.69% | Q4 2025 | Jan 16, 2026 |
| High Probability Advisors, LLC | History | Added to | 53,760 | 4,312 | 0.58% | 0.52% | 595 | +5,472 | 11.33% | Q4 2025 | Jan 29, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 53,718 | 4,309 | 1.57% | 0.18% | 596 | +48,440 | 917.77% | Q4 2025 | Feb 12, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 53,550 | 4,295 | 0.55% | 0.48% | 597 | +6,291 | 13.31% | Q4 2025 | Feb 13, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 52,675 | 4,293 | 3.74% | — | 598 | +52,675 | New | Q4 2025 | Feb 11, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 53,192 | 4,267 | 0.36% | 0.1% | 599 | +38,767 | 268.75% | Q4 2025 | Jan 15, 2026 |
| SEMITAM BONAM LLC | History | Added to | 53,091 | 4,258 | 3.55% | 3.44% | 600 | +3,934 | 8.0% | Q4 2025 | Jan 20, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 52,540 | 4,214 | 0.98% | 0.94% | 601 | +971 | 1.88% | Q4 2025 | Feb 17, 2026 |
| HF Advisory Group, LLC | History | Added to | 52,531 | 4,213 | 1.47% | 1.49% | 602 | +648 | 1.25% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Management | History | New | 52,440 | 4,206 | 4.73% | — | 603 | +52,440 | New | Q4 2025 | Mar 03, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 52,332 | 4,198 | 1.2% | 1.22% | 604 | +1,679 | 3.31% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | Added to | 52,142 | 4,182 | 0.01% | 0.01% | 606 | +12,943 | 33.02% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 52,136 | 4,182 | 0.3% | 0.31% | 605 | +2,444 | 4.92% | Q4 2025 | Jan 21, 2026 |
| Trek Financial, LLC | History | Added to | 52,125 | 4,181 | 0.24% | 0.24% | 607 | +1,348 | 2.65% | Q4 2025 | Feb 04, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 52,038 | 4,174 | 1.84% | 1.85% | 608 | -472 | -0.9% | Q4 2025 | Feb 05, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 51,492 | 4,166 | 0.09% | 0.11% | 609 | -9,386 | -15.42% | Q4 2025 | Jan 08, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 51,873 | 4,161 | 0.95% | 0.88% | 610 | +3,048 | 6.24% | Q4 2025 | Jan 16, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 51,297 | 4,115 | 1.46% | 1.54% | 611 | -72 | -0.14% | Q4 2025 | Feb 06, 2026 |
| Palatine Hill Wealth Management, LLC | History | New | 51,275 | 4,113 | 3.32% | — | 612 | +51,275 | New | Q4 2025 | Feb 10, 2026 |
| Balentine LLC | History | Reduced | 51,252 | 4,111 | 0.16% | 0.15% | 613 | -888 | -1.7% | Q4 2025 | Feb 02, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 51,217 | 4,108 | 0.1% | 0.01% | 614 | +46,933 | 1095.54% | Q4 2025 | Feb 03, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 51,129 | 4,101 | 0.61% | 0.56% | 615 | +3,801 | 8.03% | Q4 2025 | Feb 12, 2026 |
| ACT Advisors, LLC. | History | Reduced | 50,932 | 4,085 | 1.61% | 1.65% | 616 | -1,243 | -2.38% | Q4 2025 | Jan 14, 2026 |
| IMG Wealth Management, Inc. | History | New | 50,871 | 4,080 | 2.59% | — | 617 | +50,871 | New | Q4 2025 | Feb 05, 2026 |
| Latitude Advisors, LLC | History | Added to | 50,797 | 4,074 | 1.79% | 1.73% | 618 | +2,269 | 4.68% | Q4 2025 | Jan 27, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 50,689 | 4,066 | 3.01% | 2.76% | 619 | +2,619 | 5.45% | Q4 2025 | Feb 17, 2026 |
| COHEN & STEERS, INC. | History | New | 50,500 | 4,051 | 0.01% | — | 620 | +50,500 | New | Q4 2025 | Feb 13, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 50,486 | 4,050 | 2.28% | 2.59% | 621 | -6,486 | -11.38% | Q4 2025 | Jan 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 50,220 | 4,028 | 0.08% | 0.09% | 622 | -4,427 | -8.1% | Q4 2025 | Feb 05, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 49,869 | 4,000 | 0.76% | 2.24% | 623 | -103,916 | -67.57% | Q4 2025 | Jan 21, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 49,821 | 3,996 | 1.54% | 1.55% | 624 | -724 | -1.43% | Q4 2025 | Jan 21, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 49,489 | 3,970 | 1.73% | 1.7% | 625 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 48,506 | 3,891 | 0.07% | 0.07% | 626 | +275 | 0.57% | Q4 2025 | Jan 23, 2026 |
| Aureum Wealth Management, LLC | History | New | 48,295 | 3,874 | 3.6% | — | 627 | +48,295 | New | Q4 2025 | Jan 28, 2026 |
| CERTUITY, LLC | History | New | 48,180 | 3,865 | 0.24% | — | 628 | +48,180 | New | Q4 2025 | Jan 30, 2026 |
| Cassilly Financial Group LLC | History | New | 48,164 | 3,863 | 3.41% | — | 629 | +48,164 | New | Q4 2025 | Jan 15, 2026 |
| PKS Advisory Services, LLC | History | Added to | 16,825 | 3,848 | 0.88% | 0.41% | 630 | +2,960 | 21.35% | Q4 2025 | Feb 02, 2026 |
| McHugh Group, LLC | History | Added to | 47,881 | 3,840 | 2.18% | 2.16% | 631 | +1,679 | 3.63% | Q4 2025 | Feb 02, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 47,677 | 3,824 | 3.5% | 2.3% | 632 | +15,312 | 47.31% | Q4 2025 | Feb 13, 2026 |
| MSH Capital Advisors LLC | History | Added to | 47,481 | 3,808 | 0.81% | 0.9% | 633 | +4,379 | 10.16% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 47,402 | 3,802 | 0.01% | 0.01% | 634 | -950 | -1.96% | Q4 2025 | Feb 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 47,254 | 3,790 | 0.3% | 0.03% | 635 | +43,154 | 1052.54% | Q4 2025 | Jan 23, 2026 |
| BEACON FINANCIAL GROUP | History | New | 46,363 | 3,719 | 0.37% | — | 636 | +46,363 | New | Q4 2025 | Apr 01, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 46,005 | 3,690 | 3.48% | 3.38% | 637 | +545 | 1.2% | Q4 2025 | Jan 27, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 45,977 | 3,688 | 0.88% | 0.86% | 638 | +1,601 | 3.61% | Q4 2025 | Jan 26, 2026 |
| Clarity Financial LLC | History | Reduced | 45,863 | 3,679 | 0.34% | 0.37% | 639 | -2,345 | -4.86% | Q4 2025 | Jan 28, 2026 |
| Dakota Wealth Management | History | Added to | 45,775 | 3,672 | 0.07% | 0.07% | 640 | +2,214 | 5.08% | Q4 2025 | Jan 13, 2026 |
| Centennial Advisors, LLC | History | New | 45,322 | 3,635 | 4.72% | — | 641 | +45,322 | New | Q4 2025 | Jan 22, 2026 |
| Cercano Management LLC | History | No change | 45,151 | 3,622 | 0.14% | 0.14% | 642 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 44,969 | 3,607 | 0.1% | 0.1% | 643 | +1 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 44,865 | 3,599 | 1.91% | 3.07% | 644 | -31,711 | -41.41% | Q4 2025 | Feb 05, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 44,862 | 3,598 | 0.25% | 0.22% | 645 | +7,321 | 19.5% | Q4 2025 | Jan 16, 2026 |
| HWG Holdings LP | History | Added to | 44,860 | 3,598 | 0.87% | 0.89% | 646 | +119 | 0.27% | Q4 2025 | Jan 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 44,839 | 3,596 | 0.0% | 0.0% | 647 | -7,292 | -13.99% | Q4 2025 | Feb 13, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 44,274 | 3,551 | 0.71% | 0.71% | 648 | -413 | -0.92% | Q4 2025 | Feb 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 44,237 | 3,548 | 0.31% | 0.32% | 649 | -965 | -2.13% | Q4 2025 | Feb 12, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 44,032 | 3,532 | 0.13% | 0.31% | 650 | -17,122 | -28.0% | Q4 2025 | Feb 04, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 43,656 | 3,502 | 0.27% | 0.3% | 651 | -10,672 | -19.64% | Q4 2025 | Jan 23, 2026 |
| Fiduciary Alliance LLC | History | Added to | 43,650 | 3,501 | 0.23% | 0.06% | 652 | +32,596 | 294.88% | Q4 2025 | Jan 22, 2026 |
| Elm Partners Management LLC | History | Added to | 42,976 | 3,447 | 0.16% | 0.15% | 653 | +3,878 | 9.92% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 42,691 | 3,424 | 0.22% | 0.22% | 654 | +1,371 | 3.32% | Q4 2025 | Feb 06, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 42,609 | 3,418 | 1.73% | 1.77% | 655 | +349 | 0.83% | Q4 2025 | Feb 02, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 42,401 | 3,398 | 3.29% | — | 656 | +42,401 | New | Q4 2025 | Feb 13, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 42,162 | 3,382 | 0.62% | 0.5% | 657 | +7,586 | 21.94% | Q4 2025 | Feb 09, 2026 |
| New Insight Wealth Advisors | History | Added to | 42,135 | 3,380 | 1.21% | 1.09% | 658 | +5,295 | 14.37% | Q4 2025 | Feb 17, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 42,095 | 3,376 | 1.23% | 1.36% | 659 | -3,323 | -7.32% | Q4 2025 | Feb 04, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 42,048 | 3,373 | 2.12% | 2.08% | 660 | -167 | -0.4% | Q4 2025 | Jan 14, 2026 |
| XY Planning Network, Inc. | History | New | 41,795 | 3,352 | 0.58% | — | 661 | +41,795 | New | Q4 2025 | Jan 26, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 41,710 | 3,346 | 0.51% | 0.37% | 662 | +10,540 | 33.81% | Q4 2025 | Feb 11, 2026 |
| Asempa Wealth Advisors | History | New | 41,623 | 3,339 | 2.88% | — | 663 | +41,623 | New | Q4 2025 | Jan 08, 2026 |
| Goodman Financial Corp | History | Reduced | 41,420 | 3,322 | 0.63% | 0.66% | 664 | -2,152 | -4.94% | Q4 2025 | Jan 08, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 41,311 | 3,313 | 0.51% | 0.58% | 665 | -1,269 | -2.98% | Q4 2025 | Jan 28, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 41,198 | 3,304 | 0.42% | 0.39% | 666 | +2,428 | 6.26% | Q4 2025 | Jan 07, 2026 |
| Apella Capital, LLC | History | Added to | 40,999 | 3,288 | 0.06% | 0.07% | 667 | +513 | 1.27% | Q4 2025 | Jan 21, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 40,918 | 3,282 | 0.47% | — | 668 | +40,918 | New | Q4 2025 | Feb 20, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 40,900 | 3,281 | 3.25% | — | 669 | +40,900 | New | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | Added to | 40,800 | 3,272 | 0.0% | 0.0% | 670 | +39,450 | 2922.22% | Q4 2025 | Feb 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 40,153 | 3,270 | 0.28% | 0.28% | 671 | +214 | 0.54% | Q4 2025 | Jan 20, 2026 |
| JDM Financial Group LLC | History | Reduced | 40,746 | 3,268 | 1.27% | 1.38% | 672 | -1,342 | -3.19% | Q4 2025 | Feb 02, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 40,617 | 3,258 | 0.1% | 0.02% | 673 | +33,486 | 469.58% | Q4 2025 | Feb 12, 2026 |
| JSF Financial, LLC | History | Added to | 40,295 | 3,232 | 0.67% | 0.69% | 674 | +353 | 0.88% | Q4 2025 | Feb 04, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 40,186 | 3,223 | 1.06% | 1.08% | 675 | +241 | 0.6% | Q4 2025 | Feb 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 40,108 | 3,217 | 0.26% | 0.27% | 676 | +175 | 0.44% | Q4 2025 | Feb 12, 2026 |
| Intrepid Financial Planning Group LLC | History | Added to | 40,091 | 3,216 | 1.22% | 1.19% | 677 | +89 | 0.22% | Q4 2025 | Feb 13, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 40,003 | 3,209 | 0.39% | 0.47% | 678 | -6,026 | -13.09% | Q4 2025 | Jan 22, 2026 |
| RMR Wealth Builders | History | Added to | 39,913 | 3,201 | 0.26% | 0.26% | 679 | +80 | 0.2% | Q4 2025 | Jan 29, 2026 |
| Csenge Advisory Group | History | Reduced | 39,700 | 3,184 | 0.14% | 0.18% | 680 | -8,603 | -17.81% | Q4 2025 | Feb 06, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 39,619 | 3,178 | 0.43% | — | 681 | +39,619 | New | Q4 2025 | Feb 10, 2026 |
| Bison Wealth, LLC | History | New | 41,487 | 3,166 | 0.36% | — | 682 | +41,487 | New | Q4 2025 | Mar 24, 2026 |
| Corundum Group, Inc. | History | Added to | 39,180 | 3,143 | 1.05% | 0.11% | 683 | +35,713 | 1030.08% | Q4 2025 | Jan 12, 2026 |
| Premier Private Wealth Management LLC | History | New | 38,263 | 3,131 | 3.24% | — | 684 | +38,263 | New | Q4 2025 | Feb 11, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 38,359 | 3,077 | 2.66% | 3.48% | 685 | -14,361 | -27.24% | Q4 2025 | Feb 13, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 38,226 | 3,066 | 0.06% | 0.07% | 686 | -3,775 | -8.99% | Q4 2025 | Jan 26, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 37,620 | 3,017 | 0.7% | 0.83% | 687 | -1,587 | -4.05% | Q4 2025 | Jan 15, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 37,574 | 3,014 | 0.93% | 1.75% | 688 | +14,880 | 65.57% | Q4 2025 | Feb 17, 2026 |
| Arista Wealth Management, LLC | History | Added to | 37,225 | 2,986 | 0.37% | 0.36% | 689 | +669 | 1.83% | Q4 2025 | Feb 09, 2026 |
| Q3 Asset Management | History | Reduced | 37,121 | 2,977 | 0.68% | 2.33% | 690 | -49,710 | -57.25% | Q4 2025 | Jan 27, 2026 |
| Renasant Bank | History | Reduced | 36,563 | 2,933 | 1.99% | 1.96% | 691 | -2,896 | -7.34% | Q4 2025 | Jan 30, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 36,450 | 2,924 | 0.34% | 0.59% | 692 | -7,479 | -17.03% | Q4 2025 | Feb 13, 2026 |
| Hofer & Associates. Inc | History | Added to | 36,151 | 2,900 | 1.54% | 1.34% | 693 | +6,182 | 20.63% | Q4 2025 | Jan 15, 2026 |
| NOVUS ADVISORS, LLC | History | Reduced | 36,153 | 2,900 | 6.48% | 6.84% | 694 | -1,879 | -4.94% | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 36,053 | 2,892 | 0.09% | 0.11% | 695 | -3,482 | -8.81% | Q4 2025 | Feb 03, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 35,927 | 2,882 | 1.12% | 1.05% | 696 | +2,323 | 6.91% | Q4 2025 | Jan 30, 2026 |
| Worth Financial Advisory Group, LLC | History | Reduced | 35,549 | 2,851 | 1.38% | 1.56% | 697 | -3 | -0.01% | Q4 2025 | Jan 16, 2026 |
| Compound Planning, Inc. | History | Added to | 35,521 | 2,849 | 0.08% | 0.09% | 698 | +959 | 2.77% | Q4 2025 | Feb 19, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 35,418 | 2,841 | 2.6% | 0.34% | 699 | +5,435 | 18.13% | Q4 2025 | Feb 09, 2026 |
| American Financial Advisors, LLC | History | Reduced | 35,215 | 2,824 | 0.36% | 0.36% | 700 | -287 | -0.81% | Q4 2025 | Feb 03, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 35,183 | 2,822 | 0.11% | 0.12% | 701 | -703 | -1.96% | Q4 2025 | Jan 20, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 34,814 | 2,792 | 0.31% | 0.32% | 702 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 34,803 | 2,791 | 0.12% | 0.09% | 703 | +7,848 | 29.12% | Q4 2025 | Feb 12, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 34,698 | 2,783 | 2.33% | 7.85% | 704 | -93,314 | -72.89% | Q4 2025 | Jan 28, 2026 |
| ETF Store, Inc. | History | Added to | 34,526 | 2,769 | 2.82% | 2.61% | 705 | +3,131 | 9.97% | Q4 2025 | Jan 22, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 33,957 | 2,724 | 0.24% | 0.22% | 706 | +2,093 | 6.57% | Q4 2025 | Jan 26, 2026 |
| Wright Wealth LLC | History | New | 33,903 | 2,719 | 1.77% | — | 707 | +33,903 | New | Q4 2025 | Feb 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 32,616 | 2,668 | 0.05% | 0.05% | 708 | +1,485 | 4.77% | Q4 2025 | Jan 29, 2026 |
| American Investment Services, Inc. | History | Reduced | 33,075 | 2,653 | 0.62% | 0.7% | 709 | -3,881 | -10.5% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 32,838 | 2,634 | 0.03% | — | 710 | +32,838 | New | Q4 2025 | Feb 02, 2026 |
| Pitti Group Wealth Management, LLC | History | Reduced | 32,778 | 2,629 | 2.16% | 2.21% | 711 | -342 | -1.03% | Q4 2025 | Feb 13, 2026 |
| Maple Capital Management, Inc. | History | New | 32,749 | 2,627 | 0.17% | — | 712 | +32,749 | New | Q4 2025 | Feb 03, 2026 |
| CAP Partners, LLC | History | Added to | 32,605 | 2,615 | 1.48% | 1.4% | 713 | +1,039 | 3.29% | Q4 2025 | Feb 04, 2026 |
| WorthPointe, LLC | History | New | 32,538 | 2,610 | 0.69% | — | 714 | +32,538 | New | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | Added to | 32,430 | 2,601 | 0.56% | 0.65% | 715 | +1,674 | 5.44% | Q4 2025 | Feb 12, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 31,772 | 2,548 | 0.87% | 0.78% | 716 | +1,541 | 5.1% | Q4 2025 | Jan 28, 2026 |
| Elevation Wealth Management LLC | History | New | 31,365 | 2,516 | 2.41% | — | 717 | +31,365 | New | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 31,341 | 2,514 | 0.01% | 0.0% | 718 | +10,548 | 50.73% | Q4 2025 | Feb 13, 2026 |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | History | Added to | 31,125 | 2,496 | 0.68% | 0.68% | 719 | +134 | 0.43% | Q4 2025 | Jan 13, 2026 |
| Edgestream Partners, L.P. | History | Added to | 30,961 | 2,483 | 0.07% | 0.06% | 720 | +6,251 | 25.3% | Q4 2025 | Feb 13, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | Added to | 30,881 | 2,482 | 3.21% | 2.65% | 721 | +8,601 | 38.6% | Q4 2025 | Jan 07, 2026 |
| Heritage Family Offices, LLP | History | Added to | 30,937 | 2,481 | 1.13% | 0.87% | 722 | +7,117 | 29.88% | Q4 2025 | Jan 12, 2026 |
| Summit Financial Wealth Advisors, LLC | History | New | 30,675 | 2,460 | 0.35% | — | 723 | +30,675 | New | Q4 2025 | Jan 27, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 30,632 | 2,457 | 0.03% | 0.09% | 724 | -69,671 | -69.46% | Q4 2025 | Feb 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 30,011 | 2,450 | 0.71% | 0.55% | 725 | +9,364 | 45.35% | Q4 2025 | Feb 10, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 30,408 | 2,439 | 0.96% | 1.06% | 726 | -19 | -0.06% | Q4 2025 | Feb 02, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 30,312 | 2,431 | 1.33% | 0.12% | 727 | +27,554 | 999.06% | Q4 2025 | Jan 28, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 30,134 | 2,417 | 1.14% | 1.42% | 728 | -7,497 | -19.92% | Q4 2025 | Feb 13, 2026 |
| My Personal CFO, LLC | History | New | 30,061 | 2,411 | 1.01% | — | 729 | +30,061 | New | Q4 2025 | Jan 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 30,033 | 2,409 | 0.54% | 0.57% | 730 | +39 | 0.13% | Q4 2025 | Jan 09, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 29,810 | 2,391 | 0.06% | 0.05% | 731 | +2,680 | 9.88% | Q4 2025 | Feb 03, 2026 |
| Corsicana & Co. | History | Added to | 29,785 | 2,389 | 1.34% | 1.18% | 732 | +3,035 | 11.35% | Q4 2025 | Jan 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 29,724 | 2,384 | 0.01% | 0.01% | 733 | +3,427 | 13.03% | Q4 2025 | Feb 09, 2026 |
| NewEdge Wealth, LLC | History | Added to | 29,462 | 2,363 | 0.03% | 0.03% | 734 | +974 | 3.42% | Q4 2025 | Feb 03, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 29,329 | 2,352 | 0.32% | 0.31% | 735 | +3 | 0.01% | Q4 2025 | Jan 20, 2026 |
| Narus Financial Partners, LLC | History | Added to | 29,212 | 2,343 | 0.65% | 0.62% | 736 | +167 | 0.57% | Q4 2025 | Feb 09, 2026 |
| SMART Wealth LLC | History | Added to | 29,186 | 2,341 | 0.71% | 0.85% | 737 | +517 | 1.8% | Q4 2025 | Jan 26, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | No change | 29,074 | 2,332 | 0.04% | 0.79% | 738 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| M Holdings Securities, Inc. | History | Added to | 28,980 | 2,325 | 0.17% | 0.33% | 739 | +9,238 | 46.79% | Q4 2025 | Feb 11, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 28,924 | 2,320 | 0.65% | 0.63% | 740 | +1,581 | 5.78% | Q4 2025 | Jan 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 28,846 | 2,314 | 0.01% | 0.01% | 741 | +8,470 | 41.57% | Q4 2025 | Feb 06, 2026 |
| SFM, LLC | History | Added to | 28,680 | 2,300 | 1.35% | 0.57% | 742 | +16,236 | 130.47% | Q4 2025 | Jan 23, 2026 |
| Gould Capital, LLC | History | Added to | 28,538 | 2,289 | 1.41% | 0.93% | 743 | +9,342 | 48.67% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 28,511 | 2,287 | 0.0% | 0.0% | 744 | +72 | 0.25% | Q4 2025 | Feb 09, 2026 |
| WealthShield Partners, LLC | History | Reduced | 28,489 | 2,285 | 0.25% | 0.25% | 745 | -88 | -0.31% | Q4 2025 | Feb 03, 2026 |
| October Effect Ltd | History | Reduced | 28,221 | 2,263 | 2.49% | 2.54% | 746 | -1,190 | -4.05% | Q4 2025 | Jan 20, 2026 |
| Neuberger Berman Group LLC | History | Added to | 28,193 | 2,261 | 0.0% | 0.0% | 747 | +4,074 | 16.89% | Q4 2025 | Feb 13, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Added to | 27,934 | 2,240 | 0.93% | 0.77% | 748 | +3,475 | 14.21% | Q4 2025 | Jan 30, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 27,873 | 2,235 | 0.98% | 1.03% | 749 | -2,304 | -7.63% | Q4 2025 | Feb 17, 2026 |
| Realta Investment Advisors | History | Reduced | 27,847 | 2,233 | 0.73% | 0.75% | 750 | -955 | -3.32% | Q4 2025 | Jan 20, 2026 |
| HORAN Wealth, LLC | History | Added to | 27,646 | 2,217 | 0.34% | 0.33% | 751 | +1,132 | 4.27% | Q4 2025 | Feb 04, 2026 |
| Stegent Equity Advisors, Inc. | History | Added to | 27,591 | 2,213 | 1.72% | 1.73% | 752 | +511 | 1.89% | Q4 2025 | Jan 14, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 27,225 | 2,183 | 0.46% | 0.5% | 753 | -1,276 | -4.48% | Q4 2025 | Jan 05, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 27,178 | 2,180 | 0.06% | 0.05% | 754 | +3,006 | 12.44% | Q4 2025 | Feb 13, 2026 |
| Teamwork Financial Advisors, LLC | History | Reduced | 27,105 | 2,174 | 0.22% | 0.22% | 755 | -371 | -1.35% | Q4 2025 | Jan 09, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 27,017 | 2,167 | 1.69% | — | 756 | +27,017 | New | Q4 2025 | Mar 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 27,003 | 2,166 | 0.06% | 0.06% | 757 | -208 | -0.76% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 74,800 | 2,158 | 0.05% | 0.1% | 758 | +5,526 | 7.98% | Q4 2025 | Feb 11, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 26,862 | 2,154 | 0.22% | 0.25% | 759 | -2,628 | -8.91% | Q4 2025 | Feb 12, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 26,620 | 2,135 | 0.55% | 0.55% | 760 | +447 | 1.71% | Q4 2025 | Jan 07, 2026 |
| Prospect Financial Services LLC | History | Reduced | 26,526 | 2,127 | 1.22% | 1.23% | 761 | -749 | -2.75% | Q4 2025 | Feb 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 26,407 | 2,118 | 0.15% | 0.14% | 762 | +435 | 1.67% | Q4 2025 | Feb 12, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 26,351 | 2,113 | 0.1% | 0.1% | 763 | +1,395 | 5.59% | Q4 2025 | Feb 17, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Added to | 26,273 | 2,107 | 0.95% | 0.19% | 764 | +21,228 | 420.77% | Q4 2025 | Jan 12, 2026 |
| Dentgroup LLC | History | Added to | 26,134 | 2,096 | 1.44% | 1.26% | 765 | +1,213 | 4.87% | Q4 2025 | Jan 28, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 26,073 | 2,091 | 0.13% | 0.14% | 766 | -134 | -0.51% | Q4 2025 | Feb 03, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 26,057 | 2,090 | 1.71% | 1.67% | 767 | +767 | 3.03% | Q4 2025 | Feb 03, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 26,040 | 2,088 | 0.46% | 0.46% | 768 | -372 | -1.41% | Q4 2025 | Jan 20, 2026 |
| Holistic Financial Partners | History | Added to | 25,989 | 2,084 | 0.76% | 0.75% | 769 | +2,661 | 11.41% | Q4 2025 | Jan 07, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 25,550 | 2,079 | 1.33% | 1.46% | 770 | -4,340 | -14.52% | Q4 2025 | Feb 11, 2026 |
| Evanson Asset Management, LLC | History | Added to | 25,781 | 2,068 | 0.11% | 0.11% | 771 | +1,712 | 7.11% | Q4 2025 | Jan 12, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 25,759 | 2,066 | 0.21% | 0.22% | 772 | +740 | 2.96% | Q4 2025 | Feb 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 25,668 | 2,059 | 0.0% | 0.0% | 773 | +1,316 | 5.4% | Q4 2025 | Feb 13, 2026 |
| Wagner Wealth Management, Corp | History | New | 25,655 | 2,058 | 2.03% | — | 774 | +25,655 | New | Q4 2025 | Feb 12, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 25,485 | 2,057 | 0.58% | 0.62% | 775 | -528 | -2.03% | Q4 2025 | Feb 09, 2026 |
| Metis Global Partners, LLC | History | Reduced | 25,621 | 2,055 | 0.05% | 0.06% | 776 | -5,788 | -18.43% | Q4 2025 | Feb 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 25,560 | 2,050 | 0.04% | 0.05% | 777 | +178 | 0.7% | Q4 2025 | Feb 09, 2026 |
| VANGUARD GROUP INC | History | Added to | 25,407 | 2,038 | 0.0% | 0.0% | 778 | +7,749 | 43.88% | Q4 2025 | Jan 29, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 25,386 | 2,036 | 0.67% | 0.7% | 779 | -138 | -0.54% | Q4 2025 | Feb 17, 2026 |
| Fulcrum Capital LLC | History | No change | 25,338 | 2,032 | 0.41% | 0.41% | 780 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 25,264 | 2,026 | 1.08% | 1.14% | 781 | -1,265 | -4.77% | Q4 2025 | Feb 24, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 25,079 | 2,011 | 0.73% | 0.71% | 782 | +138 | 0.55% | Q4 2025 | Jan 21, 2026 |
| Imprint Wealth LLC | History | Added to | 24,525 | 1,967 | 9.19% | 4.79% | 783 | +5,427 | 28.42% | Q4 2025 | Feb 17, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 24,457 | 1,961 | 0.3% | 0.31% | 784 | +12 | 0.05% | Q4 2025 | Jan 12, 2026 |
| Treasure Coast Financial Planning | History | No change | 24,411 | 1,958 | 1.04% | 1.07% | 785 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 24,326 | 1,951 | 0.48% | 0.54% | 786 | -696 | -2.78% | Q4 2025 | Jan 29, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 24,295 | 1,948 | 0.65% | 0.66% | 787 | -300 | -1.22% | Q4 2025 | Feb 06, 2026 |
| MFG WEALTH MANAGEMENT, INC. | History | Added to | 24,268 | 1,946 | 1.52% | 1.42% | 788 | +175 | 0.73% | Q4 2025 | Jan 07, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 24,257 | 1,945 | 0.06% | 0.06% | 789 | -686 | -2.75% | Q4 2025 | Jan 30, 2026 |
| Momentum Wealth Planning, LLC | History | Reduced | 24,064 | 1,930 | 1.51% | 1.52% | 790 | -902 | -3.61% | Q4 2025 | Jan 28, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 24,005 | 1,925 | 0.16% | 0.14% | 792 | +3,353 | 16.24% | Q4 2025 | Jan 21, 2026 |
| SIG BROKERAGE, LP | History | No change | 24,000 | 1,925 | 0.06% | 0.05% | 791 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | New | 23,579 | 1,919 | 1.31% | — | 793 | +23,579 | New | Q4 2025 | Feb 17, 2026 |
| CGN Advisors LLC | History | Added to | 23,897 | 1,917 | 0.15% | 0.15% | 794 | +242 | 1.02% | Q4 2025 | Jan 05, 2026 |
| NORDEN GROUP LLC | History | Added to | 23,829 | 1,911 | 0.19% | 0.16% | 795 | +3,314 | 16.15% | Q4 2025 | Jan 13, 2026 |
| FORONJY FINANCIAL LLC | History | Reduced | 23,809 | 1,909 | 0.8% | 0.84% | 797 | -537 | -2.21% | Q4 2025 | Feb 03, 2026 |
| Redwood Financial Network Corp | History | Reduced | 23,799 | 1,909 | 1.22% | 1.2% | 796 | -397 | -1.64% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Reduced | 23,797 | 1,908 | 0.1% | 0.12% | 798 | -1,276 | -5.09% | Q4 2025 | Feb 10, 2026 |
| Secure Asset Management, LLC | History | Added to | 23,741 | 1,904 | 0.3% | 0.29% | 799 | +1,719 | 7.81% | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Added to | 23,389 | 1,876 | 0.05% | 0.05% | 800 | +156 | 0.67% | Q4 2025 | Jan 30, 2026 |